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HomeMy WebLinkAboutOLSON GROUP, LTD, THE - 2016MANCE ON 4 ri.. "?K MAY PROCEF mil IL INSURANCE C A--1-2,00:l 'CLERK OFCOUNCIL A-2016-252 DATE: AGREEMENT TO PROVIDE TRAINING COURSES AND EXERCISES �k� FOR THE ANAHEIM / SANTA ANA URBAN AREA ON AN AS -NEEDED BASIS ` THIS AGREEMENT is made and entered into this 16th day of August, 2016 by and, between The Olson a Group, Ltd. ("Contractor"), and the City of Santa Ana, a oharter city and municipal corporation organized and existing under the Constitution and laws of the State of California ("City'. RECITA,S U A. On Tune 6, 2016, the Santa Ana Police Department ("SAPD") issued Request for Qualifications No. 16-068, by which it sought to identify aid qualify suitable vendors capable of delivering a broad choice of horracland security -related training courses and exercises conducted by professionals in the fields of law, fire, public health, and emergency management, B. These courses arc in support of the Anaheim/Santa Ana Urban Area ("ASAUA") Homeland Security Regional Training and Exercise Program and will be funded by a grant awarded to the City by the United States Department of Homeland Security's Urban'Areas Security Initiative ("UASI") and administered by SAPD. The ASAUA consists of the incorporated cities in Orange County and the police departments of the University of California, Irvine, and California State University, Fullerton. C. Through SAPD, the training and exercise programs will be made availrible to agencies in the ASAUA on an as -needed basis to enhance domestic preparedness for acts of terrorism, D. Contractor submitted a responsive proposal that was among those selected by the City. E. In undertaking the performance of this Agreement, Contractor represents that it is knowledgeable in its field and that any services performed by Contractor 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 parries agree as follows: 1. SCOPE OF SERVICES On an as -needed basis, and at the sole discretion of City, Contractor shall conduct the training and/or exercise programs described in Exhibit A to this Agreement. Contractor's proposal is incorporated by reference as though fully set forth herein. In the performance of all services, Contractor shall comply with the technical specifications provided in Section III of RFQ No. 16-068, which are incorporated by reference and attached as Exb,!bit B. CHANGE ORDERS To maintain flexibility that allows first responders to address emerging and unforeseeable threats, the ASAUA Homeland Security Regional Training aid Exercise Program will utilize a Change Order provision to request other training and exercise courses at: the City's request. Change Orders will be used to approve training and/or exercises and can modify the existing scope of work for specialty and other ad - hoe training and exercises on an as needed basis. Change Orders will be drafted by the UASI Grant Coordinator, reviewed and approved by the Contractor, then forwarded to the Chief of Police and the City Manager for the City of Santa Ana or their designees for approval. COMPENSATION a. City neither warrants nor guarantees any minimum or maximum compensation to Contractor under this Agreement. Contractor shall be paid only for actual services performed under this Agreement (i) at the rates and charges identified in Exhibit A and (ii) in accordance with the payment provisions set forth in the technical specifications attached as Exhibit B. Any compensation payable to Contractor shall be paid from a portion of the above -referenced UASI grant awarded to the City in the amount of $2,253,140, which shall serve as the total amount payable for all training and exercise programs supplied under RFQ No. 16-068, 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 that fails to meet the standards ofperformance set forth in the Recitals which may reasonably be expected by City. 4, TERM This Agreement shall commence on the date stated above and continue through August 15, 2019, unless terminated earlier in accordance with Section 18, below. The term of this Agreement may be extended for a single (1) one-year period upon a writing executed by the City Manager and the City Attorney. 5. INDEPENDENT CONTRACTOR Contractor 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 Contractor performs the services which are the subject matter of this Agreement; however, the services to be provided by Contractor shall be provided in a manner consistent with all applicable standards and regulations governing such services. Contractor 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. 6. OWNERSIIIP 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 Contractor under this Agreement ("Documents & Data"), Contractor 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. Contractor represents and warrants that Contractor has the legal right to license any and all Documents & Data, Contractor makes no such representation and warranty in regard to Documents & Data which were provided to Contractor 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, INSURANCE Prior to undertaking performance of work under this Agreement, Contractor shall maintain and shall require its subcontractors, if any, to obtain and maintain insurance as described below: a. Commercial General Liability Insurance. Contractor 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 Contractor'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, Such insurance shall (a) name the City, its officers, employees, agents, volunteers and representatives as additional insured(s); (b) be primary and not contributory with respect to insurance or self-insurance programs maintained by the City; and (c) contain standard separation of insureds provisions. 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 California Labor Code, Contractor, if Contractor 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, Contractor agrees to obtain and maintain any employer's liability insurance with limits not less than $1,000,000 per accident. d. If Contractor 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 Contractor pursuant to this section: (i) Contractor 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 I:his .Agreement and shall be approved by the City. (iii) Certificates and policies shall state that the policies shall not be canceled or reduced in coverage or changed in any other material aspect without thirty (30) days prior written notice to the City. (iv) Contractor shall supply City with a fully executed additional insured endorsement. f If Contractor 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 tenninate this Agreement. Such termination shall not affect Contractor's right to be paid for its time and materials expended prior to notification of termination. Contractor waives the right to receive compensation and agrees to indemnify the City for any work performed prior to approval of insurance by the City. 8. INDEMNIFICATION Contractor agrees to and shall indemnify, defend, 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 negligence or willful misconduct of the Contractor or its, subcontractors, agents, employees, or other parsons acting on their behalf which relates to the services described in section I of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. The Contractor further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. Contractor's indemnification obligations in this section shall survive expiration of this Agreement. 9. INTELLECTUAL PROPERTY INDEMNIFICATION Contractor shall defend, indemnify, and hold harmless City, its officers, agents, representatives, and employees against any and all liability or losses, including costs and attorney's fees, for infringement of any United States' letters patent, trademark, or copyright, alleged or contained in the work product or documents provided or used by Contractor under this Agreement. 10. CONFORMITY WITH LAW AND SAFETY In performing any services under this Agreement, Contractor shall observe and comply with all applicable laws, ordinances, codes, and, regulations of governmental agencies, including federal, state, municipal, and local governing bodies having jurisdiction over the scope of services, including all provisions of the California Occupational Safety and Health Act. Contractor shall indemnify, defend, and hold harmless City from any and all liability, fines, penalties, and consequences from any of Contractor's failures to comply with such laws, ordinances, codes, and regulations. 11. RECORDS Contractor shall keep records and invoices in connection with the work to be performed under this Agreement. Contractor 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 bylaw, from the date of final payment to Contractor under this Agreement. All such records and invoices shall be clearly identifiable. Contractor 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. Contractor 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 Contractor under this Agreement. 12, CONFIDENTIALITY If Contractor receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Contractor 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 Contractor disclosed in a publicly available source; (c) is in rightful possession of the Contractor an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Contractor without reference to information disclosed by the City. 13. CONFLICT OF INTEREST CLAUSE Contractor covenants that it presently has no interests and shall not have interests, direct or indirect, which would conflict in any manner with the performance of services specified under this Agreement. 14. NOTICE Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons: To City: Cleric of the City Council City of Santa Ana 20 Civic Center Plaza (M-30) P.O. Box 1988 Santa Ana, CA 92702-1988 Fax 714- 647-6956 With courtesy copies to: Brad Hadley, Sergeant UASI Grant Coordinator Homeland Security Division Santa Ana Police Department 60 Civic Center Plaza Santa Ana, CA 92701 To Contractor: The Olson Group, Ltd. 300 N. Washington Street, Suite 600 Alexandria, VA 22314 A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these tune frames, weekends, federal, state, County or City holidays shall be excluded. 15. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exchisive statement between the City and Contractor regarding the subject matter therein, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terns of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Contractor. The parties agree that any terns or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Contractor or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which are not embodied herein. 16. ASSIGNMENT Inasmuch as this Agreement is intended to secure the specialized services of Contractor, Contractor 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. 17. WAIVER No waiver of a breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure, right, or remedy. No waiver of any breach, failure, right, or remedy shall be dectned a waiver of any other breach, failure, right, or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies. 18. TERMINATION This Agreement may be terminated by the City upon thirty (30) days written notice of termination. hi such event, Contractor shall be entitled to receive and the City shall pay Contractor compensation for all services performed by Contractor prior to receipt of such notice of termination, subject to the following conditions: a. Asa condition of such payment, City may require Contractor to deliver to the City all work product completed as of such date, and in such case such work product shall be the properly of the City unless prohibited by law, and Contractor consents to the City's use thereof for such purposes as the City deems appropriate, b. Payment need not be made for work that fails to meet the standard of performance specified in the Recitals of this Agreement. 19. NONDISCRIMINATION Contractor 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 or in connection with any activities under this Agreement. Contractor affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations. 20. 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 maybe brought or arise out of, in connection with or by reason of this Agreement. 21. PROFESSIONAL LICENSES Contractor 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. Contractor 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. 22. CERTIFICATIONS a. Debarment and Suspension, Contractor will comply, and all its subcontractors will comply, with applicable federal suspension and debarment regulations including, but not limited to, Executive Orders 12549 and 12689, and 2 Code of Federal Regulations (CFR) §200.212 and codified in 2 CFR Part 200. b. Section 504 of the Rehabilitation. Act of 1973. All recipients of federal finds must comply with Section 504 of the Rehabilitation Act of 1973 (The Act). Therefore, the federal funds recipient pursuant to the requirements of The Act hereby gives assurance that no otherwise qualified disabled person shall, solely by reason of disability be excluded, Eom the participation in, be denied the benefits of or be subject to discrimination, including discrimination in employment, in any program or activity that receives or benefits from federal financial assistance. Contractor agrees it will ensure that requirements of The Act shall be included in any agreements with and be binding on all of its subcontractors, assignees, or successors. c. Americans with Disabilities Act of 1990 (ADA). Contractor must comply with all requirements of the Americans with Disabilities Act of 1990 (ADA), as applicable. d. Lobbying and Political Activity. None of the funds, materials, property, or services provided directly or indirectly under this Agreement shall be used for any partisan political activity, or to further the election or defeat of any candidate for public office, or otherwise in violation of the provisions of the "Hatch Act". e. Contractor will comply, and all its subcontractors will comply, with all applicable lobbying prohibitions and laws, including those found in United States Code Title 31, § 1352, et seq,, and agrees that none of the funds provided render this award may be expended by the Contractor to pay any person to influence, or attempt to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with any federal action concerning the award or renewal of any federal contract, grant, loan, or cooperative agreement. f. Contractor will comply, and all its subcontractors will comply, with all requirements of the Byrd Anti -Lobbying Amendment (31 U.S.C. 1352), as applicable g. Non -Discrimination and Equal Opportunity. Contractor will comply, and all its subcontractors will comply, with Title VI of the Civil Rights Act of 1964, as amended; Section 504 of the Rehabilitation Act of 1964, as amended; Subtitle A, Title II of the Americans with Disabilities Act (ADA) (1990); Title IX of the Education Amendments of 1972; the Age Discrhnination Act of 1975, as amended; Drug Abuse Office and Treatment Act of 1972, as amended; Comprehensive Alcohol Abuse and Alcoholism Prevention, Treatment and Rehabilitation Act of t970, as amended; Section 523 and 527 of the Public Health Service Act of 1912, as amended; Title Vill ofthe Civil Rights Act of 1968, as amended; Department of Justice Non -Discrimination Regulations, 28 CFR Part 42, Subparts C, D, E, and G; and Department of Justice regulations on disability discrimination, 28 CFR Part 35 and 39, In the event a Federal or State court, Federal or State administrative agency, or the Contractor makes a finding of discrimination after a due process hearing on the grounds of race, color, religion, national origin, sex, or disability against Contractor, Contractor will forward a copy of the findings to City, which will, in turn, submit the findings to the Office of Civil Rights, Office of Justice Programs, U.S. Department of Justice. h. Contractor will comply, and all its subcontractors will comply, with all requirements of the Executive Order 11246 of September 24, 1965, entitled "Equal Employment —Opportunity," as amended by Executive Order 11375 of October 13, 1967, and as supplemented in Department of Labor regulations (41 CFR chapter 60), as applicable. i. Contractor will comply, and all its subcontractors will comply, with all requirements of the California Public Contract Code Section 10295.3, as applicable. j. Contractor will comply, and all its subcontractors will comply, with all requirements of the Copeland "Anti-I-ickback" Act (18 U. S.C. 874) as supplemented in Department of Labor regulations (29 CFR Part 3), as applicable. k. Contractor will comply, and all its subcontractors will comply, with all requirements of the Davis -Bacon Act (40 U.S,C. 276a to 276a-7) as supplemented by Department of Labor regulations (29 CFR Part 5), as applicable. 1. Contractor will comply, and all its subcontractors will comply, with all requirements of Sections 103 and 107 of the Contract Work and Safety Standards Act (40 U.S.C. 327-330) as supplemented by Department of Labor regulations (29 CFR Part 5), as applicable. M. Contractor will comply, and all its subcontractors will comply, with all applicable standards, orders or requirements issued under Section 306 of the Clean Air Act (42 U.S.C. 1857(h)), Section 508 of the Clean Water Act (33 U. S.C. 1368), Executive Order 11738, and the Enviromnental Protection Agency regulations (40 CPR part 15), as applicable. n. Contractor will comply, and all its subcontractors will comply, with all requirements of the Energy Policy and Conservation Act (Pub. L. 94-163, 89 Stat. 871), (53 FR 8078, 8087, Mar. 11, 1988, as amended at 60 FR 19639; 19645, Apr. 19, 1995), as applicable. o. Contractor will comply, and all its subcontractors will comply, with all requirements of Section 6002 of the Solid Waste Disposal Act, as amended by the Resource Conservation and Recovery Act, as applicable. P. Contractor agrees that the Department of Homeland Security shall have the authority to seek patent rights for any process, product, invention or discovery developed and paid for with funding through this Agreement based on the requirements of 37 CFR§ 401, as applicable. q Contractor may copyright any books, publications or other copyrigbtable materials developed in the course of or under this Agreement. However, the federal awarding agency, State Administrative Agency (SAA), and City reserve a royalty -free, non-exclusive, and irrevocable license to reproduce, publish or otherwise rise, and to authorize others to use, for federal government, SAA and/or City purpose: (1) the copyright in any work developed through this Agreement; and (2) any rights of copyright to which the Contractor purchases ownership with support through this grant. The Federal goverrunent's, SAA's and City's rights identified above must be conveyed to the publisher and the language of the publisher's release form must ensure the preservation of these rights. 23. MISCELLANEOUS PROVISIONS a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terns 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: - -)1n&t4.. Maria D. Huizar Clerk of the Council CITY OF SANTA ANA e 4^ A David Cavazos City Manager APPROVED AS TO FORM: SONIA R, CARVAL140 City Attorney By: , Ir JoInid4 Funk Assistant City Attomey RECO lylE ED FqR PPROVAL: Carlos Rgjas, Ch e of- ice Police Department 10 CONTRACTOR: z.CD�Scaev EXHIBIT A List of Training/Classes and Exercises TRAINING Contractor: The Olson Group, Ltd. *Discipline Codes: Law Enforcement = LE Fire = F, Emergency Medical Services = EMS, Emergency Management = EM, Public Health = PH, Other OIsclPllne =OD Course Title Description Discipline Total Course Cost (Estimated) **Not Applicable - 7talnfng Courses not proposed by Contractor EXERCISES A) Discussion -Based Exercises - focus on strategic, policy -oriented Issues; facilitators and/or presenters usually read the discussion, keeping participants on track towards meeting exercise objectives. (*Note: Estimated costs are example costs only and depict a range that an exercise may fall within. Actualeasts can vary and is dependent on the size, scope, and variables involved with a particular exercise) Exercise Type Description Variables Range of Cost Estimated Seminars generally orient participantsm, orprovidean overview of, Seminar authorities, strategies, plans, policies, procedures, protocols, resources, Participants (til, concepts, and ideas. Seminars can be valuable for entities that are Facilitation, Hours, $5,000 - $25,000 developing or making major changes to existing plans or procedures. Materials, Location Although slmilarto seminars, workshops differ in two important aspects: 1, participant Interaction is Increased, and 2, focus is placed on achieving pa pants (#I, Participants Workshop or building a product. To be effective, workshops should have clearly Facilitation, Hours, $8,000 - $35,O00 detined objectives, products, or goals, and should focus on a specific Materials, Location, issue. plans Page 1 of 3 bletop Exercises (TTX) are Intended to generate discussion of various ues regarding a hypothetical Is emergency. They can be used enhance general awareness, validate plans and procedures, rehearse ice pts, and/or assess the types of systems needed to guide the wentlon of, protection from, mitigation of, response to, and recovery in a defined Incident. The effectiveness of a TfX Is derived from the eraetic Involvement of participants and their assessment of ;ommended revisions to current pollcles, procedures, and plans; uefore facilitation is critical to keeping participants focused on arcise objectives, Contractor; The Olson Group, Ltd. Participants (#), Facilitation, Hours, vlaterials, Location, $25p00-$50,000 Reporting/Plans B) Operation -Based Exercises - used to validate plans, policies, agreements, and procedures; clarify roles and responsibilities; and identify resource gaps, Exercises are characterized by actual reaction to an exercise soon arlo, such as initiating communications or mobilizing personnel and resources, ("Note: Estimated costs are example costs only and depict a range that an exerclse may Jafl within. Actual casts can vary and is dependent on the size, scope, and variables Involved with a particular exercise) Exercise Type Description Variables Range of Cost (Estimated) Preparation, Planning Meetings, Advil is a coordinated, supervised activity usually employed to validate Participants (4), a specific function or capability in a single agency or organization, Drills Facilitation, Hours, are commonly used to provide training on new equipment, validate Materials, Drill procedures, or practice and maimain current skills. For every drill, Site/Mgt. $30,000 - $75,000 clearly defined plans, procedures, and protocols need to be in place Locations, Personnel need tofamiliar with those plans and [rained in the Reporting/Plans, processes and procedures to be drilled. Travel & Expenses, Moulage, Media, Volunteer Coordination Page 2 of 3 Contractor: The Olson Group, Ltd. Preparation, Functional Exercises(FE) are designed to validate and evaluate Planning Meetings, capabilities, multiple functions and/or sub -functions, or interdependent Participants (#), groups of functions. FEs are typically focused on exercising plans, Facilitation, Hours, Functional policies, procedures, and staff members Involved In management, Materials, $55,OOo-$100,000 direction, command, and control functions. An FE is conducted In a Site/Mgt. realistic, real-time environment; however, movement of personnel and Locations, equipment is usually simulated. Reporting/Plans, Travel & Expenses Preparation, Full -Scale Exercises (FSE) are typically the most complex and resource- Planning Meetings, Intensive type of exercise. They involve multiple agencies, organizations, Participants(#), and jurisdictions and validate many facets of preparedness. FSEs often Facilitation, Hours, include many players operating under cooperative systems such as the Materials, Full -Scale Incident Command System (ICS) or Onified Command. In an FSE, events Site/Mgt. $75,000-$150,OD0 are projected through an exercise scenario with event updatesthat drive Locations, activity at the operational level, FSES are usually conducted In a real- Reporting/Plans, time, stressful environment that is intended to mirror a real Incident. Travel & Expenses, Throughout the duration of the exercise, many activities occur Moulage, Media, simultaneously. Volunteer Coordination Page 3 of 3 3.0 3.1 SECTION III EXHIBIT B TECHNICAL SPECIFICATIONS REQUIREMENTS The specific requirements of the RFQ have been listed in two sections to allow proposers to respond to either, the training courses component, the exercise component, or both. There Is no requirement the Proposer must respond to both components of the RFQ. TRAINING COURSES 1, The ASAUA requires training courses in the following specific disciplines: a. Law Enforcement/Tactical b. Flre/Emergency Medical c. Public Health d. Emergency Management 2, The Proposer shall conduct training courses at various locations/venues within the ASAUA. 3. The Proposer shall prepare course flyers, register attendees, record attendance by signed roster, provide certificates of completions, and verify course completion by the participants. 4. The Proposer shall prepare and present specified training courses. Course material shall be available at the time the training is provided for each of the training courses the proposer has outlined in their proposal. 5. All training courses presented must meet state and federal guidelines and be approved by Cal OES and QHS for reimbursement under the Homeland Security Grant Program prior to delivery. Refer to the Cal OES website at: htt7://www,caloes.ca.gov/cal�oes, divisions/california-specialized-traininct-instituto and the DHS wobsite at: RFQ No. 16-068 Page 14 https://www.fema.gov/training for further information regarding state and federal guidelines for Department of Homeland Security grants. If any portion of the training course occurs outside of the classroom, an Environmental & Historic Preservation (EHP) approval must be obtained from FEMA/Cal OES prior to delivery of the course. The EHP approval is location specific and if an EHP approval is required, one must be obtained for each location where the course is delivered. It shall be the responsibility of the Proposer to complete all of the forms and documentation necessary to obtain the required approvals. The ASAUA Homeland Security Regional Training and Exercise Program Manager will assist the Proposer with the submission of the requests for approval. The City shall not be billed for any costs associated with obtaining these approvals. 6. The Proposer shall offer course content that satisfy the five preparedness priorities identified in the ASAUA Multiyear Training & Exercises plan. The ASAUA MTEP is attached for reference. 7. The Proposer shall provide all required training material, handouts, course syllabus and/or written curriculum. 8. The Proposer shall collect written survey comments/course evaluations from participants at the conclusion of every course offered. Survey/course evaluations will be conducted in a manner specified by the City. A standardized course survey form will be provided to the successful proposers. 9. The City reserves the right to cancel the training course with fourteen (14) calendar days' notice of delivery date, and not be charged for the class, travel costs, or training materials by the vendor. 10. Proposer shall provide and assign high quality instructors on a consistent basis to deliver the specified courses. 11. All instructors shall use the methods suggested by the training protocols established such as maintaining and updating each training syllabus, introducing and following objectives for each class, completing training as described, and utilizing training aids such as audio/visual systems. RFD. No, 16-068 Page 15 12. The Proposer and all of their instructors shall provide immediate feedback to the City via the ASAUA Homeland Security Regional Training and Exercise Program Manger regarding all customer requests for new or additional services or to lodge complaints, 13. The Proposer will be paid for time, materials and for services rendered. Training days are generally eight (8) hours long, e.g. 8AM-5PM, including a one (1) hour lunch. The schedule should include regular breaks on a 50/10 break ratio — for every fifty (50) minutes of instruction, there should be a ten (10) minute break. Half days are defined as four (4) hours or less of curriculum. 14. Training venues may be provided by the City or by hosting agencies based on the needs of the course. Proposer must be able to secure training sites at any of the jurisdictions within the ASAUA. 15, All Proposer developed courses must be approved by California Office of Emergency Services (Cal OES) for reimbursement under the Homeland Security Grant Program prior to delivery. It is the responsibility of the Proposer to prepare all of the forms and documentation necessary to obtain all course approvals. The ASAUA Homeland Security Regional Training and Exercise Program Manager will assist the Proposer with the submission of the requests for approval. The City shall not be billed for any costs associated with obtaining these approvals. 16. The anticipated start date of this agreement is Fall of 2016. Usage under this agreement will begin at this time. 17. Depending on the training or exercise, the proposer's instructors and courses may be required to be California Peace Officer Standards & Training (POST) certified or California State Fire Marshal approved. It shall be the responsibility of the Proposer to obtain all POST certifications and California State Fire Marshal course approvals, The ASAUA Homeland Security Regional Training and Exercise Program Manager will assist the Proposer with the submission of the requests for certifications and approval. The City shall not be billed 'for any costs associated with obtaining these certifications and approvals. RFQ No, 16-068 Page 16 18. A list of "approved" courses is available from Cal OES at www,caloes.ca.gov and a list of Federal Emergency Management Agency (FEMA) approved classes is available at www.fema.gov/training 19. Proposers are responsible for providing all course materials and delivering it to •the site(s) of all training. 20, Proposer will work with the ASAUA Homeland Security Regional Training and Exercise Program Manager and requesting agency to coordinate the training calendar and venue. 21. When required, Proposer must obtain the applicable certifications for developed courses before training begins. The need for certification will be determined by the ASAUA Training & Exercise Program Manager. It shall be the responsibility of the Proposer to complete all of the forms and documentation necessary to obtain the required certifications, The ASAUA Homeland Security Regional Training and Exercise Program Manager will assist the Proposer with the submission of the requests for certification. The City shall not be billed for any costs associated with obtaining these certifications. 22. Proposer will be required to obtain Emergency Medical Association (EMA) or Emergency Management Institute (EMI) certification on developed courses if the course content contains materials that require state and/or federal certification. The ASAUA Homeland Security Regional Training and Exercise Program Manager will assist the Proposer with the submission of the requests for certification. The City shall not be billed for any costs associated with obtaining these certifications. 23, Proposer may not charge the City for materials brought to the class that are not utilized. 24. Proposers may be selected to provide training based on their expertise within a specific discipline. RFQ No. 16-069 Page 17 25. Proposers shall ensure that training participants are members of agencies or organizations located or operating within the ASAUA, or have been approved by the ASAUA Training & Exercise Program Manager or his designee. 26. Proposer shall ensure that, when required, an Environmental Historic Preservation (EHP) approval has been issued to the ASAUA before delivery of the training course. it shall be the responsibility of the Proposer to complete all of the forms and documentation necessary to obtain the required EHP approvals. The ASAUA Homeland Security Regional Training and Exercise Program Manager will assist the Proposer with the submission of the requests for approval. The City shall not be billed for any costs associated with obtaining these approvals. 27. Upon award of an agreement, the City will request a firm proposal from the approved qualified training provider on their proposed training courses whenever the need arises. 3.1.1 DELIVERABLES / REPORTS FOR TRAINING COURSES 1. Course Surveys / Evaluations a. The course surveys / evaluations results will be tabulated and scored by the Proposer. Summary of the results will be provided to the ASAUA Training & Exercise Program Manager. b. Completed course survey/evaluation forms will be provided to the ASAUA Training & Exercise Program Manager within 30 days of delivery of the training course. 2. Proposer must provide course flyers for all training courses to be delivered by Proposer. 3. Proposer will provide to the ASAUA Training & Exercise Program Manager all rosters and sign -in sheets upon completion of the training course for all training courses delivered. RFQ No. 16-068 Page 18 4. Proposer will provide certificates of completion to all students that successfully complete the training course at the conclusion of the training course and provide copies of the certificates to the ASAUA Training & Exercise Program Manager within 30 days of delivery of the training course. 3.1.2 QUANTITIES FOR TRAINING COURSES Quantities listed herein are estimates and are not to be construed as a commitment. No minimum or maximum is guaranteed or implied. 3.1.3 PRICING FOR TRAINING COURSES 1. All pricing quoted by Proposer in the RFQ and Response Packet will be considered by the grant office to be good faith estimates and used for budgetary planning purposes only. Firm price quotes will be requested from and provided by the selected qualified vendors during an informal solicitation for quotation and Purchase Order process and will remain firm for the term of any agreement that may be awarded as a result of this RFQ. 2. Unless otherwise stated, Proposer agrees that, in the event of a price decline, the benefit of such lower price shall be extended to the City. 3. All prices are to be F.O.B. destination. Any freight/delivery charges are to be included. 4. Any price increase or decrease for subsequent contract terms may be negotiated between Proposer and City only after completion of the initial term. 5. Taxes and freight charges: a. The City is soliciting a total price per single delivery of each training course. The price quoted for each training course shall be the total cost the City will pay including Sales, Use, or other taxes and all other charges. b. No charge for delivery, drayage, express, parcel post packing, cartage, insurance, license fees, permits, costs of bonds, or any other purpose, RFQ No. 16-068 Page 19 except taxes legally payable by City, will be paid by the City unless expressly included and itemized in the proposal. c. Amount paid for transportation of property to the City of Santa Ana is exempt from Federal Transportation Tax. An exemption certificate is not required where the shipping papers show the consignee is the City of Santa Ana; as such papers may be acceptable by the carrier as proof of the exempt character of the shipment. d. Articles sold to the City of Santa Ana are exempt from certain Federal excise taxes. The City will furnish an exemption certificate. 6, All prices quoted shall be in United States dollars and "whole cent," no cent fractions shall be used. There are no exceptions, 7. Price quotes shall include any and all payment incentives available to the City. 8. Proposers are advised that in the evaluation of costs, if applicable, it will be assumed the unit price quoted is correct in the case of a discrepancy between the unit price and an extension. 9. Federal and State minimum wage laws apply. The City has no requirements for living wages. The City is not imposing any additional requirements regarding wages. 8.1.4 AWARD FOR TRAINING COURSES 1. The City reserves the right to reject any or all responses that materially differ from any terms contained in this RFQ or from any Exhibits attached hereto, to waive informalities and minor irregularities in responses received, and to provide an opportunity for Proposers to correct minor and immaterial errors contained in their submissions. The decision as to what constitutes a minor irregularity shall be made solely at the discretion of the City. 2. The City reserves the right to award an agreement to a single Proposer or multiple Proposers. RFQ No. 16-068 Page 20 3. The City has the right to decline to award an agreement or any part thereof for any reason. 4. City Council approval to award an Agreement pursuant to this RFQ will be required. 5. Any agreement must be negotiated, finalized, and approved by the recommend vendor prior to City Council approval. 6. The RFQ specifications, terms, conditions, and Exhibits, RFQ Addenda and Proposer's proposal, may be incorporated into and made a part of any agreement that may be awarded as a result of this RFQ. 3.1.5 METHOD OF ORDERING TRAINING COURSES 1. As training is required, solicitations in the form of firm price quotations will be requested from the vendors with which the City has an Agreement. 2. Individual order price quotations shall be provided upon request per project and shall include, but not be limited to, an identifying (quotation) number, date, City of Santa Ana agreement number, requester name and phone number, ship to location, itemization of services with complete description and price per item and a summary of total cost for services, shipping, and tax. 3. Price quotations will be reviewed and vendors will be selected by the UASI Grant Office. Written Purchase Orders (POs) will be issued upon approval of written itemized quotations received from the Proposer. 4. POs will be faxed, transmitted electronically, or mailed and shall be the only authorization for the Proposer to place an order. 5. POs and payments for service will be issued only in the name of the Proposer. 6. Proposer shall adapt to changes to the ordering method or ordering procedures as required by the City during the term of the agreement. 7. Change orders shall be agreed upon by Proposer and City and issued as needed in writing by the City. RFQ No. 16-068 Page 21 3.1.6 INVOICING FOR TRAINING COURSES 1. Proposer shall invoice the City, unless otherwise advised, upon satisfactory receipt of performance of services. 2. City will use best efforts to make payments within thirty (30) days following receipt and review of invoice and. upon complete satisfactory receipt of performance of services. 3. Invoices should be mailed to: Sgt. Brad Hadley Santa Ana Police Department Homeland Security Division / M-18 60 Civic Center Plaza P.O. Box 1981 Santa Ana, CA 92701 4. City shall notify Proposer of any adjustments required to invoices. 5. Invoices shall have City PO number, invoice number, agreement number, remit to address and itemized services description and price as quoted and shall be accompanied by acceptable proof of delivery, 6. Proposer shall utilize standardized invoices upon request. 7. Invoices shall only be issued by the vendor who is awarded an agreement. 3.1.7 ACCOUNT MANAGER / SUPPORT STAFF FOR TRAINING COURSES 1. Proposer shall provide a dedicated competent account manager who shall be responsible for the City account / agreement. The account manager shall receive all orders from the City and shall be the primary contact for all issues regarding the Proposer's response to this RFQ and any agreement which may arise pursuant to this RFQ. RFQ No. 16-068 Page 22 2. Proposer shall also provide adequate, competent support staff that shall be able to service the City during normal working hours, Monday through Friday. Such representative(s) shall be knowledgeable about the agreement, training offered, and able to identify and resolve quickly any issues included, but not limited to order and invoicing problems. 3. Proposer account manager shall be familiar with City requirements and standards and work with the City to ensure that established standards are adhered to. 4. Proposer account manager shall keep the City and ASAUA Training & Exercise Program Manager informed of requests from departments as required. 3.2 EXERCISES 1. The ASAUA requires seminars, workshops, tabletops, drills, functional, and full-scale exercises in the following specific disciplines: a. Law Enforcement/Tactical b. Fire/Emergency Medical c. Public Health d. Emergency Management 2. The Proposer shall conduct seminars, workshops, tabletops, drills, functional, and full-scale exercises at various locations/venues within the ASAUA. All drills, functional and full scale exercises will require an EHP approval from FEMA/Cal OES prior to delivery. It shall be the responsibility of the Proposer to complete all of the forms and documentation necessary to obtain the required EHP approvals. The ASAUA Homeland Security Regional Training and Exercise Program Manager will assist the Proposer with the submission of the requests for approval. 3. All exercises must be conducted in a manner which adheres to all applicable state and federal guidelines, including exercise design and development guidelines outlined in the HSEEP. RFQ No. 1&068 Page 23 4. When conducting seminars, workshops, tabletops, drills, functional and full-scale exercises the Proposer shall provide all required exercise consurnables, printed materials, handouts, and other materials such as, but not limited to, exercise manuals, special effects, actor moulage, supplies, signage, etc. 5. Proposer shall provide and assign high quality personnel such as exercise designers, directors, controllers, evaluators, and support personnel on a consistent basis to deliver the specified seminars, workshops, tabletops, drills, functional, and full-scale exercises. 6. Proposer shall provide all multimedia devices necessary for presentations during seminars, workshops, tabletops, drills, functional, full-scale exercises, and any planning meetings and conferences. 7, The Proposer and all of their exercise personnel shall provide immediate feedback to the City via the ASAUA Homeland Security Regional Training and Exercise Program Manger regarding all customer requests for new or additional services or to lodge complaints. & Seminar, workshop, tabletop, drill, functional and full-scale exercise venues may be provided by the City or by hosting agencies based on the needs of the exercise, Proposer must be able to secure exercise sites at any of the jurisdictions within the ASAUA. 9. Proposers are responsible for providing exercise materials and delivering it to the site(s) of all seminars, workshops, tabletops, drills, functional and full-scale exercises. 10. Proposer may not charge the City for materials brought to the seminars, workshops, tabletops, drills, functional, and full-scale exercises that are not utilized. 11. Proposers may be selected to provide seminars, workshops, tabletops, drills, functional, and full-scale exercises based on their expertise and experience within a specific discipline. RFQ No. 16-069 Page 24 12, Proposers shall ensure that exercise participants are members of agencies or organizations located or operating within the ASAUA, or have been approved by the ASAUA Training & Exercise Program Manager or his designee. 13. Proposer shall ensure that, when required, an Environmental Historic Preservation (EHP) approval letter has been issued to the ASAUA before delivery of any seminars, workshops, tabletops, drills, functional, and full-scale exercises. All drills, functional and full scale exercises will require an EHP approval from FEMA/Cal OES prior to delivery. It shall be the responsibility of the Proposer to complete all of the forms and documentation necessary to obtain the required EHP approvals. The ASAUA Homeland Security Regional Training and Exercise Program Manager will assist the Proposer with the submission of the requests for approval. 3.2.1 QUALIFICATIONS —HOMELAND SECURITY EXERCISE EXPERIENCE The following elements outline the type of experience and expertise proposers should possess related to the development and delivery of seminars, workshops, tabletops, drills, functional and full-scale exercises. Proposers will document their experience and expertise in Attachment D — Proposal Response Packet. The ASAUA requires seminars, workshops, tabletops, drills, functional and full-scale exercises in the following specific disciplines: a. Law Enforcement/Tactical b. Fire/Emergency Medical c. Public Health d. Emergency Management 2. Proposer should be experienced and proficient in the design and delivery of relevant homeland security related seminars, workshops, tabletops, drills, functional and full- scale exercises. RFQ No, 1.6-068 Page 25 3. Proposer should have staff that is experienced and proficient in developing seminars, workshops, tabletops, and drills, functional and full-scale exercises in accordance with HEESP guidelines. 4. Proposer should have staff that is experienced and proficient in conducting seminars, workshops, tabletops, drills, functional and full-scale exercises in accordance with HEESP guidelines. 5. Proposer should have staff that is experienced and proficient in providing training to and coordinating exercise evaluators, controllers, and Simulation Cell operators. 3.2.2 DELIVERABLES / REPORTS FOR EXERCISES 1. Exercise Documents a. Proposer shall provide all documents necessary to conduct seminars, workshops, tabletops, drills, functional and full-scale exercises in accordance with HEESP guidelines. These documents should include, but not be limited to: Exercise Plan, Controller/Evaluator Plan, Master Scenario Events List (MESL), Exercise Evaluation Guides, etc. 2. Proposer will provide rosters, sign -in sheets, and presentation materials for all planning meetings conducted in support of all seminars, workshops, tabletops, drills, functional and full-scale exercises and will deliver to the ASAUA Training & Exercise Program Manager upon completion of the planning activity. 3. Proposer will provide rosters and sign -in sheets for all seminars, workshops, tabletops, drills, functional and full-scale exercises and will deliver to the ASAUA Training & Exercise Program Manager upon completion of the exercise activity, 4. Proposer will complete After Action Reports (AARs) for all seminars, workshops, tabletops, drills, functional and full-scale exercises. Copies of these AARs will be provided to the ASAUA Training & Exercise Program Coordinator within 60 days of any seminars, workshops, tabletops, drills, functional, and full-scale exercises. RFn No. 16-068 Page 26 5. Proposer will complete an Improvement Plan for each seminar, workshop, tabletop, drill, functional and full-scale exercise delivered. Copies of the Improvement Plan will be provided to the ASAUA Training & Exercise Coordinator within 60 days of any seminars, workshops, tabletops, drills, functional, and full-scale exercises. 6. Proposer will upload, on behalf of the ASAUA, all necessary AARs and Improvement Plans into HSEEP within 60 days of completing any exercise activity. 3.2.3 QUANTITIES FOR EXERCISES Quantities listed herein are estimates and are not to be construed as a commitment. No minimum or maximum is guaranteed or implied. 3.2.4 PRICING FOR EXERCISES 1. All price quotes offered during an informal request for quote process will remain firm for the term of the resulting PO under the Agreement. 2. Unless otherwise stated, Proposer agrees that, in the event of a price decline, the benefit of such lower price shall be extended to the City. 3. All prices are to be F.O.B. destination. Any freight/delivery charges are to be included. 4. Any price increase or decrease for subsequent contract terms may be negotiated between Proposer and City only after completion of the initial term. 5. Taxes and freight charges: a. The City is soliciting a total price per single delivery of each seminar, workshop, tabletop, drill, functional, and full-scale exercise. The price quoted for each seminar, workshop, tabletop, drill, functional, and full-scale exercise shall be the total cost the City will pay including Sales, Use, or other taxes and all other charges. b. No charge for delivery, drayage, express, parcel post packing, cartage, insurance, license fees, permits, costs of bonds, or any other purpose, RFQ No. 16-068 Page 27 except taxes legally payable by City, will be paid by the City unless expressly included and itemized in the proposal. c. Amount paid for transportation of property to the City of Santa Ana is exempt from Federal Transportation Tax. An exemption certificate is not required where the shipping papers show the consignee is the City of Santa Ana; as such papers may be acceptable by the carrier as proof of the exempt character of the shipment. d. Articles sold to the City of Santa Ana are exempt from certain Federal excise taxes. The City will furnish an exemption certificate. 6. All prices quoted shall be in United States dollars and "whole cent," no cent fractions shall be used. There are no exceptions. 7. Price quotes shall include any and all payment incentives available to the City. & Proposer are advised that in the evaluation of costs, if applicable, it will be assumed the unit price quoted is correct in the case of a discrepancy between the unit price and an extension. 9. Federal and State minimum wage laws apply. The City has no requirements for living wages. The City is not imposing any additional requirements regarding wages, 3.2.5 AWARD.FQR EXERCISES 1. The City reserves the right to reject any or all responses that materially differ from any terms contained in this RFQ or from any Exhibits attached hereto, to waive informalities and minor irregularities in responses received, and to provide an opportunity for proposers to correct minor and immaterial errors contained in their submissions. The decision as to what constitutes a minor irregularity shall be made solely at the discretion of the City. 2. The City reserves the right to award to a single or multiple proposers. RFQ No. 16-068 Page 28 3. The City has the right to decline to award an agreement or any part thereof for any reason. 4. City Council approval to award an Agreement will be required. 5. The Master Agreement must be negotiated, finalized, and signed by the recommend awardee(s) prior to City Council approval. 6. Final Master Agreement terms and conditions will be negotiated with the selected vendors. 7. The RFQ specifications, terms, conditions, and Exhibits, RFQ Addenda and Proposer's proposal, may be incorporated into and made a part of any agreement that may be awarded as a result of this RFQ. 3.2.6 METHOD OF ORDERING FOR EXERCISES 1. As an exercise is required, solicitations in the form of a firm price quotation will be requested from the vendors. 2. Proposers who have been qualified will be provided a scope of work for the desired seminar, workshop, tabletop, drill, functional or full-scale exercise and requested to provide a written quotation. These quotations will be reviewed and evaluated by the ASAUA Grant Office. 3. Individual order price quotations shall be provided upon request per project and shall include, but not be limited to, an identifying (quotation) number, date, City of Santa Ana agreement number, requestor name and phone number, ship to location, itemization of services with complete description and price per item and a summary of total cost for services, shipping, and tax. 4. Written Purchase Orders (POs) will be issued upon approval of written itemized quotations received from the Proposer(s). 5. POs will be faxed, transmitted electronically, or mailed and shall be the only authorization for the Proposer to place an order, RrQ No. 16-068 Page 29 S. POs and payments for service will be issued only in the name of the Proposer. 7. Proposer shall adapt to changes to the ordering method or ordering procedures as required by the City during the term of the agreement. 8. Change orders shall be agreed upon by Proposer and City and issued as needed in writing by the City 3.2.7 INVOICING FOR EXERCISES 1. Proposer shall invoice the City, unless otherwise advised, upon satisfactory receipt of performance of services. 2. The Proposer will submit invoices according to milestones that are mutually agreed upon by the City and the Proposer, and will be established at the time an agreement is entered into between the City and the Proposer. 3. Invoices should be mailed to: Sgt. Brad Hadley Santa Ana Police Department Homeland Security Division / M-18 60 Civic Center Plaza P.O. Box 1981 Santa Ana, CA 92701 4. City will use best efforts to make payments within thirty (30) days following receipt and review of invoice and upon complete satisfactory receipt of performance of services. 6. City shall notify Proposer of any adjustments required to invoices. 6. Invoices shall contain Agreement number, City PO number, invoice number, remit to address and itemized services description and price as quoted and shall be accompanied by acceptable proof of delivery. Fro No. 16.068 Page 30 CERTIFICATE OF LIABILITY INSURANCE DABE(MWDDNY Y) 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 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 Welch, Graham & Ogden Ins., Inc. 7723 Ashton Avenue Manassas VA 20109 CONTACT NAME: Tom Perkins ai N a x (703) 530-1300 A/C No: (703)530-9994 AoOFIISE, tperkins®wgoins.com INSURERS) AFFORDING COVERAGE NAIC M INSURERA:CSU Producer Resources, Inc. 13037 INSURED The Olson Group Ltd 300 N Washington Street Suite 600 Alexandria VA 22314 INSURER B Accident Fund General 12304 INSURERC:The Hartford INSURER D: INSURER E: 1 INSURER F: COVERAGES CERTIFICATE NUMBER:CL1621817017 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE ADDL INSD SUBR W= POLICY NUMBER POLICY EFF MWDD/YYYY) POLICY EXP fMM/DDNYYYI LIMITS X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 1, 000, 000 CLAIMS -MADE � OCCUR DAMAGA ES( RENTED PREMISES RENT occurrence) PREMISES $ 100,000 MED EXP(Any one person) $ 1,000 X CSU0045016 2/13/2016 2/13/2017 PERSONAL &ADV INJURY $ 1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 2,000, 000 POLICY jEpT LOC X PRODUCTS - COMP/OP ASS 2,000,000 _$ $ OTHER: AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT Ea accident $ 1, 000, 000 BODILY INJURY (Per person) $ A ANY AUTO X ALL OWNER SCHEDULED AUTOS AUTOS CS00045016 2/13/2016 2/13/2017 BODILY INJURY (Per accident) $ PROPERTY DAMAGE Per accident) $ X HIRED AUTOS X NON -OWNED AUTOS X UMBRELLA LIAB OCCUR EACH OCCURRENCE $ 1, 000, 000 AGGREGATE_ $ A EXCESS LIAB CLAIMS -MADE DED RETENTION$ 1 $ ICSU 0068161 2/13/2016 2/13/2017 WORKERS COMPENSATION AND EMPLOYERS'LIABILITY Y/N X PER OTH- OR _STATUTE ANY PROPRIETOR/PARTNER/EXECUTIVE E.L. EACH ACCIDENT $ 500,000 B OFFICER/MEMBER EXCLUDED? ❑ (Mandatory in NH) N/A WCV6089388 3/14/2016 3/14/2017 E.L. DISEASE - EA EMPLOYFF $ 500,000 It yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE -POLICY LIMIT $ 500 000 C Employee Theft 42BDDGZ6189 1/7/2016 1/7/2017 $500,000 Ded $ 2,500 SPP DEC 0045019 2/13/16 2/13/2017 $100,000 Ded $ 1,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached it more space is required) Certificate holder, it's officers, agents, and employees are named as Additional Insured in regards to General Liability per written contract. Endorsement attached. 10 day written notice of cancellation for non payment of premium. CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE City of Santa Ana THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN Attn: Purchasing Department ACCORDANCE WITH THE POLICY PROVISIONS. 20 Civic Center Plaza AUTHORIZED REPRESENTATIVE Santa Ana, CA 92701 Thomas Perkins/TIP 01988-2014 ACORD CORPORATION. All rights reserved. ACORD 25 (2014/01) The ACORD name and logo are registered marks of ACORD SE� 2 4 2�� INS025 t9nl Ann rcr_ ADDITIONAL COVERAGES Ref # Description Business Auto Coverage Code Form No. Edition Date Limit 1 Limit 2 Limit 3 Deductible Amount Deductible Type Premium Ref # Description Increased employer's liability Coverage Code INEL Form No. Edition Date Limit 1 Limit 2 Limit 3 Deductible Amount Deductible Type Premium $2.00 Ref # Description GAIIP Coverage Code GAIIP Form No. Edition Date Limit 1 Limit 2 Limit 3 Deductible Amount Deductible Type Premium Ref # Description Increased employer's liability Coverage Code INEL Form No. Edition Date Limit 1 Limit 2 Limit 3 Deductible Amount Deductible Type Premium $5.00 Ref # Description Add'I for policy minimum premium Coverage Code APMP Form No. Edition Date Limit 1 Limit 2 Limit 3 Deductible Amount Deductible Type Premium $63.00 Ref # Description Increased employer's liability Coverage Code INEL Form No. Edition Date Limit 1 Limit 2 Limits Deductible Amount Deductible Type Premium $5.00 Ref # Description Expense constant Coverage Code EXCNT Form No. Edition Date Limit 1 Limit 2 Limit 3 Deductible Amount Deductible Type Premium $200.00 Ref # Description Coverage Code Form No. Edition Date Limit 1 Limit 2 Limit 3 Deductible Amount Deductible Type Premium Ref # Description Coverage Code Form No. Edition Date Limit 1 Limit 2 Limit 3 Deductible Amount Deductible Type Premium Ref # Description Coverage Code Form No. Edition Date Limit 1 Limit 2 Limit 3 Deductible Amount Deductible Type Premium Ref # Description Coverage Code Form No. Edition Date Limit 1 Limit 2 Limit 3 Deductible Amount Deductible Type Premium OFADTLCV Copyright 2001, AMS Services, Inc. M Begin forwarded message: From: Tom Perkins <tperkins@wgoins.com> Subject: The Olson Group Ltd, WCV6089388 Date: August 8, 2016 at 2:40:09 PM EDT To: "Wendy L. Shane" <wshane@olsongroupltd.com> Wendy, The blanket additional insured endorsement on the policy is attached. It is the equivalent of what the City is asking for. I asked CSU to complete the form requested by the City and they will not. They will however name the City individually with the same wording as the attached blanket form if requested to do so. I anticipate the City accepting the attached. If there are any questions, please let me know. Certificate attached per your request. Tom Perkins Commercial Account Manager Welch, Graham & Ogden Insurance, Inc. 7723 Ashton Ave Manassas, VA 20109 (703) 530-1300 Fax # (703 ) 530- 9994 ADDITIONAL INSURED ENDORSEMENT Insurance Company This endorsement modifies such insurance as is afforded by the provisions of Policy # relating to the following: 1. The City of Santa Ana, 20 Civic Center Plaza, Santa Ana, California 92701; it officers, employees, agents and representative are named as additional insureds ("additional insureds") with regard to liability and defense of suits 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 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 92701. (Completion of the following, including countersignature, is required to make this endorsement effective.) Effective , this endorsement form as part of Policy # Issued to Name Insured Countersigned by Policy # CSU 0045019 2/13/2016 to 2/13/2017 COMMERCIAL GENERAL LIABILITY CSGA 437 1108 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - OWNERS, LESSEES OR CONTRACTORS - AUTOMATIC STATUS WHEN REQUIRED IN CONSTRUCTION AGREEMENT WITH YOU OPERATIONS AND COMPLETED OPERATIONS This endorsement modifies insurance provided under the following: COMMERCIAL. GENERAL LIABILITY COVERAGE PART A. Section II - Who is an Insured is amended to include as an additional insured any person or organization when you and such person or organization have agreed in writing in a con- tract or agreement that such person or or- ganization be added as an additional insured on your policy, but only with respect to "bodily injury", "property damage" or "personal and advertising injury" caused, in whole or in part, by: 1. Your acts or omissions in the perform- ance of your ongoing operations for the additional insured ; 2. The acts or omissions of those acting on your behalf in the performance of your ongoing operations for the additional in- sured; or 3. "Your work" performed for the additional insured and included in the "products - completed operations hazard. If not specified otherwise in the written con- tract or agreement, a person's or organiza- tion's status as an additional insured under this endorsement ends one year after your operations for that additional insured are completed. The written contract or agreement must be currently in effect or become effective during the term of this Coverage Part. The contract or agreement must be executed prior to the "bodily injury", "property damage" or "personal and advertising injury" to which this endorsement pertains. B. With respect to the insurance afforded to these additional insureds, the following addi- tional exclusions apply: This insurance does not apply to: CSGA 437 1108 1. "Bodily injury", "property damage" or "personal and advertising injury" arising out of the rendering of, or the failure to render, any professional architectural, engineering or surveying services, in- cluding: a. The preparing, approving, or failing to prepare or approve, maps, shop drawings, opinions, reports, surveys, field orders, change orders or draw- ings and specifications; or b. Supervisory, inspection, architectural or engineering activities. 2. "Bodily Injury" or "property damage" arising out of "your work" for which a consolidated (wrap-up) insurance pro- gram has been provided by the prime contractor/project manager or owner of the construction project in which you are involved. 3. "Bodily injury", "property damage" or "personal and advertising injury" to any employee of you or to any obligation of the additional insured to indemnity an- other because of damages arising out of such injury. 4. "Bodily injury", "property damage" or "personal and advertising injury" for which the Named Insured is afforded no coverage under this policy of insurance. C. With respect to the insurance afforded to these additional insureds, SECTION III - LIM- ITS OF INSURANCE is amended to include: The limits applicable to the additional insured are those specified in the written contract or agreement or in the Declarations of this Cov- erage Part, whichever is less. If no limits are Includes copyrighted material of ISO Properties, Inc., with its permission. Page 1 of 2 ❑ specified in the written contract or agreement, the limits applicable to the additional insured are those specified in the Declarations of this Coverage Part. The limits of insurance are in- clusive of and not in addition to the limits of insurance shown in the Declarations. D. With respect to the insurance afforded to these additional insureds, SECTION IV - COMMERCIAL GENERAL LIABILITY CON- DITIONS, 4. Other Insurance is amended to include: CSGA 487 1108 Any coverage provided herein will be excess over any other valid and collectible insurance available to the additional insured whether primary, excess, contingent or on any other basis unless you have agreed in a written contract or written agreement executed prior to any loss that this insurance will be primary. This insurance will be noncontributory only if you have so agreed in a written contract or written agreement executed prior to any loss and this coverage is determined to be pri- mary. Includes copyrighted material of ISO Properties, Inc., with its permission. Page 2 of 2 ❑ COMMERCIAL GENERAL LIABILITY CSGA 4087 12 12 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. WAIVER OF TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO US - PER CONTRACT This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART The following is added to Paragraph 8. Transfer of Rights of Recovery Against Others to Us of SECTION IV -CONDITIONS: If you have agreed, in a written contract or agreement, to provide a waiver of any right of recovery against a person or organization, we will waive any right of recovery we may have against that person or organization because of payments we make for injury or damage arising out of your ongoing operations or'vour work" done under a contract with that person or organization and included in the "products -completed operations hazard". This waiver applies only to that person or organization for which you have agreed to in a written contract to provide said waiver. Includes copyrighted material of Insurance CSGA 4087 1212 Services Office, Inc., with its permission. Page 1 of 1 A�oRD® CERTIFICATE OF LIABILITY INSURANCE Dn8/8/2D/vvvvl /8/2016 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 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 Welch, Graham & Ogden Ins., Inc. 7723 Ashton Avenue Manassas VA 20109 COME:NTACT Tom Perkins NA PHONN Ext (703)530-1300 FAX No: (7031530-9994 EMAIL t erkins@w oins.com ADDRESS: P ins@wgoins.com AFFORDING COVERAGE NAIC r INSURER A:CSU Producer Resources, Inc. 113037 INSURED The Olson Group Ltd 300 N Washington Street Suite 600 Alexandria VA 22314 INSURER B Accident Fund General 12304 INSURERc:The Hartford INSURER D: INSURER E: INSURER F: COVERAGES CERTIFICATE NUMB ER:CL1621817017 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INTRR TYPE OF INSURANCE INS12ADDL WOODSUBR POLICY NUMBER IIID)VYYFF MM/DONEXP LIMITS X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 1,000,000 A ! I I �� CLAIMS -MADE X OCCUR ! DAMA E O REN EO PREMISES Ea occurrence 5 100, 000 MED EXP(Any one person) $ 1,000 X CS00045016 2/13/2016 2/13/2017 �I PERSONAL&ADV INJURY $ 1, 000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 2,000, 000 X POLICY ❑PROT FLOG PRODUCTS - COMP/OP AGG $ 2, 000, 000 S 1 OTHER' -' AUTOMOBILE LIABILITY CEa MaOBINEDccident SINGLE LIMIT !S 11000, 000 1�ANY AUTO !, BODILY INJURY (Per person) 15 A ALL OWNED SCHEDULED AUTOS AUTOS NON -OWNED I� HIRED AUTOS AUTOS CS0004501fi 2/13/2016 2/13/2017 BODILY INJURY (Par acciden0 $ PROPERTY DAMAGE $ _Per accitlant X'I UMBRELLALIAB (OCCUR EACH OCCURRENCE 1, 000,000 4i$ AGGREGATE I$ A EXCESS LIAB CLAIMS -MADE( OED RETENTION$ :.$ CSU 0068161 2/13/2016 1 2/13/2017 B i WORKERS COMPENSATION j AND EMPLOYERS' LIABILITY YIN ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICERIMEMBER EXCLUDED' DED7 �N/A (Mandatory in NH) WCv6089388 j 3/14/a016 3/14/2017 X PER OTH- 1 STATUTE ER E.L. EACH ACCIDENT ':S 500,000 E.L. DISEASE - EA EMPLOVEg$ 500,000 ' E.L. DISEASE- POLICY LIMIT '.$ 500, 000 If yes, Of scribe under OE SC RIPTION OF OPERATIONS below C Employee Theft I428DDGZ6189 1/7/2016 i 1/7/2017 $500,000 Ded $ 2,500 !, SEP � I CSU 0045019 2/13/16 2/13/2017 I $100,000 Ded $ 1,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space Is required) Certificate holder, its officers, agents, and employees are named as Additional Insured in regards to General Liability per written contract. Endorsement attached. 10 day written notice of cancellation for non payment of premium. SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE City of Santa Ana THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN Attn: Purchasing Department ACCORDANCE WITH THE POLICY PROVISIONS, 20 Civic Center Plaza Santa Ana, CA 92701 AUTHORIZED REPRESENTATIVE �qp Thomas Perkins/TIP _M°-i. JL © 1988-2014 ACORD CORPORATION. All rights r e ACORD 25 (2014/01) The ACORD name and logo are registered marks of ACORD SEP 24 20I6 INsn25:cn, D V. ADDITIONAL COVERAGES Ref # Description Business Auto Coverage Code Form No. Edition Date Limit 1 Limit 2 Limit 3 Deductible Amount Deductible Type Premium Ref # Description Increased employer's liability Coverage Code INEL Form No. Edition Date Limit 1 Limit 2 Limit 3 Deductible Amount Deductible Type Premium $2.00 Ref # Description GAIIP Coverage Code GAIIP Form No. Edition Date Limit 1 Limit 2 Limit 3 Deductible Amount Deductible Type Premium Ref # Description Increased employer's liability Coverage Code INEL Form No. Edition Date Limit 1 Limit 2 Limit 3 Deductible Amount Deductible Type Premium $5.00 Ref # Description Add'I for policy minimum premium Coverage Code APMP Form No. Edition Date Limit 1 Limit 2 Limit 3 Deductible Amount Deductible Type Premium $63.00 Ref # Description Increased employer's liability Coverage Code INEL Form No. Edition Date Limit 1 Limit 2 Limit 3 Deductible Amount Deductible Type Premium $5.00 Ref # Description Expense constant Coverage Code EXCNT Form No. Edition Date Limit 1 Limit 2 Limit 3 Deductible Amount Deductible Type Premium $200.00 Ref # Description Coverage Code Form No. Edition Date Limit 1 Limit 2 Limit 3 Deductible Amount Deductible Type Premium Ref # Description Coverage Code Form No. Edition Date Limit 1 Limit 2 Limit 3 Deductible Amount Deductible Type Premium Ref # Description Coverage Code Form No. Edition Date Limit 1 Limit 2 Limit 3 Deductible Amount Deductible Type Premium Ref # Description Coverage Code Form No. Edition Date Limit 1 Limit 2 Limit 3 Deductible Amount Deductible Type Premium OFADTLCV Copyright 2001, AMS Services, Inc Begin forwarded message: From: Torn Perkins <toerkins'c-0,vgdins,com> Subject. The Olson Group Ltd, WCV6089088 Cate: August 8, 2016 at 2:40:09 PM EDT To. "Wendy L. Shane" <1,vshane@o1sonc r0Up td,com> Wendy, The blanket additional insured endorsement on the policy is attached. It is the equivalent of what the City is asking for. I asked CSU to complete the form requested by the City and they will not. They will however name the City individually writh the same wording as the attached blanket form if requested to do so. I anticipate the City accepting the attached. If there are any questions, please let me know. Certificate attached per your request. 'horn Perkins Commercial Account Manager Welch, Graham & Ogaden Insurance, Inc. 7723 Ashton Ave klanassas, VA 20109 (703) 530-1300 Fax # (703 ) 530- 9994 AM ADDITIONAL INSURED ENDORSEMENT Insurance Company This endorsement modifies such insurance as is afforded by the provisions of Policy # relating to the following: 1. The City of Santa Ana, 20 Civic Center Plaza, Santa Ana, California 92701; it officers, employees, agents and representative are named as additional insureds ("additional insureds") with regard to liability and defense of suits 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 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 92701. (Completion of the following, including countersignature, is required to make this endorsement effective.) Effective Policy # Issued to Name Insured Countersigned by this endorsement form as part of Policy # CSU 0045019 2/13/2016 to 2/13/2017 COibINIERCIAL GENERAL LIABILITY CSGA 437 11 08 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY, ADDITIONAL INSURED - OWNERS, LESSEES DR CONTRACTORS - AUTOMATIC STATUS WHEN REQUIRED IN CONSTRUCTION AGREEMENT WITH YOU This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART A. Section II - Who is an Insured is amended to include as an additional insured any person or organization when you and such person or organization have agreed in writing in a con- tract or agreement that such person or or- ganization be added as an additional insured on your policy, but only with respect to "bodily injury", "property damage" or "personal and advertising injury" caused, in whole or in part, by: 1. Your acts or omissions in the perform- ance of your ongoing operations for the additional insured: 2. The acts or omissions of those acting on your behalf in the performance of your ongoing operations for the additional in- surad; or 3. "Your work" performed for the additional insured and included in the "products- compieted operations hazard. If not specified otherwise in the written con- tract or agreement, a person's or organiza- tion's status as an additional insured under this endorsement ends one year after your operations for that additional insured are completed. The written contract or agreement must be currently in affect or become effective during the term of this Coverage Part. The contract or agreement must be executed prior to the "bodily In;ury", "property damage" or 'personal and advertising in.iny' to which this endorsement pertains. bIhth, respect to the insurance afforded to these additional insureds, the following addi- tional exclusions apply: This insurar�,e does not apply to: GSGA 437 11 08 1. "Bodily injury" "property damage" or "personal and advertising injury" arising out of the rendering of, or the failure to render, any professional architectural, engineering or surveying services, in- cluding: a. The pr=paring, approving, or failing to prepare or approve, maps, shop drawings, opinions, reports, surveys, field orders, change orders or draw- ings and specifications; or b. Supervisory, inspection, architectural or engineering activities. 2. "Bodily Injury" or "property damage' arising out of "your work" for which a consolidated (wrap-up) insurance pro- gram has been provided by the prme contractor/project manager or owner of the construction project In which you are involved. 3, "Bodily injury" "property damage" or "personal and advertising injury" to any employee of you or to any obligation of the additional insured to indemnity an- other because of damages arising out of such iinjury. 4. "Bodily injury' "property damage" or "personal and advertising injury" for which the Named Insured is afforded no coverage under this policy of insurance. C. With respect to the insurance afforded to these additional insureds. SECTION III - LIM- ITS CE INSURANCE is amended to include: The limits applicable to the additional insured are those specified In the written contract or agreement or in ',he Declarations of this Cov- erage Par.. •,vhiche,eer Is less. If no limits are includes copyrighted matera'[ of 13c-1 Prcpertfes, Iec., with its oer=mission. Page 1 of 2 F7 -7d specitied in the written contract or agreement, the lirnits applicable to the additional insured are those specified in the Declarations of Ilia _,overar;e Part. Tne limits of insurance are in- clusive of and not in addition to the limits of insurance shown in the Declarations. D, With respect to the insurance afforded to these additional insureds, SECTION IV - COMMERCIAL GENERAL LIABILITY CON- DITIONS, 4. Other Insurance is amended to include: CSGA 437 11 68 Any coverage provided herein will be excess over any other valid and collectible insurance available to the additional insured whether primary, excess, contingent or on any other basis unless you have agreed in a written contract or written agreement executed prior to any loss that this insurance will be primary. This insurance will be noncontributory only if you have so agreed in a written contract or ,mitten agreement executed prior to any loss and this coverage is determined to be pri- mary. includes copyrghted rnataral 6f ISD Prope"ies. perrniss,or. Page 2 of 2 COMMERCIAL GENERAL LIABILITY CSGA 403712 12 THIS ENDORSEMENT CHANGES THE POLICY, PLEASE READ IT CAREFULLY. WAIVER OF TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO US - PER CONTRACT This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART PRODUCTSICOMPLETED OPERATIONS LIABILITY COVERAGE PART The following is added to Paragraph 8. Transfar of Rights of Recovery Against Others to Us of SECTION IV - CONDITIONS: If you have agreed, in a written contract or agreement, to provide a waiver of any right of recovery against a person or organization, we will waive any right of recovery we may have against that person or organization because of payments we make for injury or damage arising out of your ongoing operations or'your work" done under a contract with that person or organization and included in the 'products -completed operations hazard". This waiver applies only to that person or organization for which you have agreed to in a written contract to provide said waiver. ncludes=aoy`ghted at r-al ornscrance CBGA 4087 1212 i_es ^rice, 'nc. N cs permission Page 1 of 1 Miguol A. Pulido MAYOR PRO TENIVincent F. SannientoCOUNCIL MELIBERSAngelica U ArnezcuaP. David Benavides Micliele Martinez -` Roman Reyna CITY OF SANTA ANA Sal Tinaiern FINANCE & MANAGEMENT SERVICES AGENCY 20 CIVIC CENTER PLAZA M-16 • P.O. BOX 1988 SANTA ANA, CA 92702 PHONE: (714) 647-6941 FAX: (714) 647-6944 David Cavazos CITY ATTORAIEY Sonia R. Carvalho CLERIC OF THE COUNCIL Maria D. Ffuizar The Tax Equity & Fiscal Responsibility Act of 1982 and Backup withholding Regulations of 1983 require us to have a Social Security or Federal Tax Identification Number (TIN) on file for all vendors subject to form 1099 reportable payments. Please print, sign and return this form, along with your completed and signed W-9 (attached) in order to allow us to process purchase orders and payments. Business Name DBA (if applicable) The Olson Group, Ltd. Purchase -From Address 300 North Washington Street, Suite 600 Alexandria, VA 22314 Phone 703-518-9982 Fax 1 703-518-9988 Email I accounting@olsongroupltd.com Web Address J www.olsongroupltd.com Payment Terms I Net30 Sign Here Remit -To Address 300 North Washington Street, Suite 600 Alexandria, VA 22314 Title I President Form VIA-9 Request for Taxpayer Give Form to the (Rev. December 2014) Identification Number and Certification reDo not senndd tto o the IRS. Department of the Treasury Internal Revenue Service 1 Name (as shown on your income tax return). Name is required on this line; do not leave this line blank. The Olson Group, LTD 2 Business name/disregarded entity name, if different from above N rr a 3 Check appropriate box for federal tax classification; check only one of the following seven boxes: 4 Exemptions (codas apply only to certain entities, not individuals; sea o ❑ Individual/sole proprietor or ©C Corporation ❑ S Corporation ❑ Partnership ❑ Trust/estate instructions on page 3): toc a o single -member LLC ❑ Limited liability company. Enter the tax classification (C=C corporation, S=S corporation, P=partnership) ► Exempt payee code (if any) `U Note. For asingle-member LLC that is disregarded, do not check LLC; check the appropriate box in the line above for Exemption from FATCA reporting c the tax classification of the single -member owner. code (if any) ❑Other (see instructions)► (Applies roaccounts mamtamenoutsma the U.S.) to w 6 Address (number, street, and apt. or suite no.) Requester's name and address (optional) 0 om 300 North Washington Street, Suite 600 6 City, state, and ZIP code m N Alexandria, VA 22314 7 List account numbers) here (optional) Taxpayer Identification Number (TIN) Enter your TIN in the appropriate box. The TIN provided must match the name given online Ito avoid I socrar seuer,.y number backup withholding. For individuals, this is generally your social security number (SSN). However, fora resident alien, sole proprietor, or disregarded entity, see the Part I instructions on page 3. For other entities, it is your employer identification number (EIN). If you do not have a number, see How to get a TIN on page 3. or Note. If the account is in more than one name, see the instructions for line 1 and the chart on page 4 for IEmployer identification of perjury, I certify that: 1. The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to be issued to me); and 2. 1 am not subject to backup withholding because: (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding; and 3. 1 am a U.S. citizen or other U.S. person (defined below); and 4. The FATCA code(s) entered on this form (if any) indicating that I am exempt from FATCA reporting is correct. Certification instructions. You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup withholding because you have failed to report all interest and dividends on your tax return. For real estate transactions, item 2 does not apply. For mortgage interest paid, acquisition or abandonment of secured property, cancellation of debt, contributions to an individual retirement arrangement (IRA), and generally, payments other than interest and dividends, you ark not required to sign the certification, but you must provide your correct TIN. See the instructions on page 3. 1 Sign Signature of Here I U.S. person► �� Date►August8,2016 General Instf Gt" ns Section references are to the Internal Revenue Code unless otherwise noted. Future developments. Information about developments affecting Form W-9 (such as legislation enacted after we release it) is at www.irs.gov/fw9. Purpose of Form An individual or entity (Form W-9 requester) who is required to file an information return with the IRS must obtain your correct taxpayer identification number (TIN) which may be your social security number (SSN), individual taxpayer identification number(ITIN), adoption taxpayer identification number (ATIN), or employer identification number (EIN), to report on an information return the amount paid to you, or other amount reportable on an information return. Examples of information returns Include, but are not limited to, the following: • Form 1099-INT (interest earned or paid) • Form 1099-DIV (dividends, including those from stocks or mutual funds) • Form 1099-MISC (various types of income, prizes, awards, or gross proceeds) • Form 1099-8 (stock or mutual fund sales and certain other transactions by brokers) • Form 1099-5 (proceeds from real estate transactions) • Form 1099-K (merchant card and third party network transactions) • Form 1098 (home mortgage interest), 1098-E (student loan interest), 1098-T (tuition) • Form 1099-C (canceled debt) • Form 1099-A (acquisition or abandonment of secured property) Use Form W-9 only if you are a U.S. person (including a resident alien), to provide your correct TIN. If you do not return Form W-9 to the requester with a TIN, you might be subject to backup withholding. See What is backup withholding? on page 2. By signing the filled -out form, you: 1. Certify that the TIN you are giving is correct (or you are waiting for a number to be issued), 2. Certify that you are not subject to backup withholding, or 3. Claim exemption from backup withholding if you are a U.S. exempt payee. If applicable, you are also certifying that as a U.S. person, your allocable share of any partnership income from a U.S. trade or business is not subject to the withholding tax on foreign partners' share of effectively connected income, and 4. Certify that FATCA code(s) entered on this form (if any) indicating that you are exempt from the FATCA reporting, is correct. See What is FATCA reportii on page 2 for further information. Cat. No, 10231X Form W-9 (Rev. 12-"2`001114�W)/) TAXABLE YEAR Nonresident Withholding 0 CALIFORNIA FORM 2016 Allocation Worksheet 587 The payee completes this form and returns it to the withholding agent. Part I Withholding Agent name Ana Address (apt)sta., room, PO box, or FMB no.) 20 Civic Center Plaza M-16 City (If you have a foreign address, see Instructions.) State ZIP code Santa Ana CA 1 92701 Part II Nonresident Payee ❑ Payee's name SSN or ITIN IR FEIN ❑ CA Corp no. ❑ CA SOS file no. The Olson Group, LTD Address (apt./ste., room, PO box, or PMB no.) 300 North Washington Street, Suite 600 City (If you have a foreign address, see instructions.) State I ZIP code VA 1 22314 Nonresident payee's entity type: (Check one) ❑Individual/sole proprietor ®Corporation ❑Partnership ❑Limited liability company(LLC) El Estate or trust Part III Nonresident payee: (Check one) ❑ Performs services totally outside California (no withholding required, skip to ❑ Provides goods and services In California (see Part IV, Income Allocation) Certification of Nonresident Payee) ® Provides services within and outside California (see Part IV, Income Allocation) ❑ Provides only goads or materials (no withholding required, skip to ❑ Other (Describe) Certification of Nonresident Payee) If the nonresident payee performs all the services within California, withholding Is required on the entire payment for services unless the payee is granted a withholding waiver from the Franchise Tax Board (FTB). For more information, get FTB Pub. 1017, Resident and Nonresident Withholding Guidelines. Part IV Income Allocation Gross payments expected from the withholding agent during the calendar year for: (a) Within California (b) Outside California (c) Total payments 1 Goods and services: Goods/materials (no withholding required) ..... ... ..... ............. ............. ................. Services (withholding required) ....... .... _ $0.00 $3,000,000.00 $3,000,000.00 2 Rents or lease payments .... ...... ... .. 3 Royalty payments ... ............ .... .. 4 Prizes and other winnings ............... _ - 5 Other payments .......................... 6 Total payments subject to withholding. Add column (a), line 1 through line 5 . ..... $0.00 $3,000,000.00 _ $3,000,000.00 Nonresident withholding threshold amount:... $1 500.00 Backup withholding threshold amount:....... of Nonresident Payee To learn about your privacy rights, how we may use your information, and the consequences for not providing the requested information, go to flb.ca.goy and search for privacy notice. To request this notice by mail, call 800. 852,5711, Under penalties of perjury, I certify that the Information provided on this document is true and correct. If the reported facts change, I will promptly inform the withholding agent. Print or type payee's name Telephone Kyle B. Olson, Preside n ( 703 ) 518-9982 Sign Payee' Date Heave D' August 31 2016 OF tr presentalive's name and title yp Telephone Authorized representatives signature Date III, ® 7041163 I— Form 587c2 2015 State of California Secretary of State CERTIFICATE OF QUALIFICATION I, ALEX PADILLA, Secretary of State of the State of California, hereby certify that on the 8TH day of SEPTEMBER 2016, THE OLSON GROUP, LTD., a corporation organized and existing under the laws of VIRGINIA, complied with the requirements of California law in effect on that date for the purpose of qualifying to transact intrastate business in the State of California, and that as of said date said corporation became and now is qualified and authorized to transact intrastate business in the State of California, subject however, to any licensing requirements otherwise imposed by the laws of this State. IN WITNESS WHEREOF, I execute this certificate and affix the Great Sea[ of the State of California this day of September 8, 2016, ALEX PADILLA SeeretaiT of State NP-25 (REV 0112015) OEM 394!R-84 S&DCSIN Statement and Designation by Foreign Corporation To qualify a corporation from another state or country to transact Intrastate business in California, fill out this form, and submit for filing along with: — A $100 filing fee (for a foreign stock corporation) or $30 filing fee (for a foreign nonprofit corporation), and — A certificate of good standing, issued within the last six (6) months FILE by the agency where the corporation was formed. Note: If the 5p��ta�r of SI corporation Is a nonprofit, the certificate of good standing also must State of California the corporation is a nonprofit or nonstock corporation. — A separate, non-refundable $15 service fee also must be Included, if S�P 0 $ ZQ�6 you drop off the completed form, fmponantl Corporations In California may have to pay a minimum $800 yearly tax to the California Franchise Tax Board. For more Information, go to https:/Avww,Rb.ca.gov. %GU This space For Office use Onhy For questions about this form, go to www.eos,m,govibusdneas/be)filingdlps.htm. Corporate Name (Clef the exact name of the cogroraeon, as shown In the wrdficals of good standing. If the name of the corporation Is not available for we In the State of Caa@nda, the corporation most quagfy under an assumed name. E.g.. 'list the exact nwnej which will do business In California as (list the proposed assumed named' For general cogwrnle name requirements and restriction in California, go to www.aos.ee.govlbusinesslbelnalace-ayslfebllky.hfm.) (D The Olson Group, Ltd. Corporate History Q State or foreign country where this corporation was formed: Virginia ServlGG Of PrOoess (hlst a California resident or a CalNomis regbtersd corporate agent that agrees to be your agent to accept gerund of process in case your corporation Is sued. You may list arty adultwho bless In Caladmis. You may nat list your own caporetion u the agent. Do not het an address If the agent is a California registered corporate agent an the address for service of process Is already on ale.) } a, InC.olp Services, Inc. AgenYa None h. CA AgWs Street Address(MaPwa is not a corpwaAow) - Do add a P.O. Box CaP(M aka) Shia Zip The corporation named In Itam.I above Irrevocably consanls to service of process directed to it upon be agent designated above, and to service of process on the Cal forma Secretary of State if that agent or that agent's successor Is no longer sulhortzed to act or cannot be found at the address given. Corporate Addresses O 300 N. Washington Street Suite 600, Alexandria, VA 22314 SuastAcidess offtrAoar ExftVhe Oaks- Do not NO a P.O. am COY (Wabbrevisdow) Swe ZIP b. CA StrWAiddreas offtinsnsr OfMe is 00onza. M wy- Do not Mai a P.O. ear GayrMab"WAMM) State zip C. Masng Address of Pnriclpal Erecralm Oake, it different done 4e or 4b My (no ebWaviatlars) state Zip Read and sign below: Thi must be signed by an officer of the frsraign corporation. Kyle B. Olson President _ here Print your time here Yourofftrer Bee Make order payable to: Socroury of State BY MOM Drop -Off Upon Gang, we will return One uncarfitled copy of your filed Secretary of State Secretary or State document for free, and will cadffy the copy upon request and Business Entitles, P.O. Box 944260 ISCO 11th Street, 3rd Floor payment of a as certiacaaon foe. Sacramento, CA 94244-2e00 Sacramento, CA 98814 Cnoio m Code H 21K 2106, names end Texefioa Coda § 23153 8&0C.STIVNP IR VOMOK_ 2014 Oaks" Seaelry or saw wwwaoa.cagovAueawmsexr 394 ! 38L zzz M1 a�l•y�'d^ CYE<RIIIXAT2 OF GOOD SZANDING I C'ertzyy the Toffowing from the Records of the Commission: That The Olson Group, Ltd. is duly incorporated under the law of the Commonwealth of Virginia; That the date of its incorporation is September 13, 2005; That the period of its duration is perpetual; and That the corporation is in existence and in good standing in the Commonwealth of Virginia as of the date set forth below. Nothing more Is hereby certified. Signed andSeafed at Richmond on this Date: September 7, 2016 the Coinmaic n CISECOM Document Control Number: 1609076138 I hereby certify that fhe iaeagdng transcript of Y pagets) is a full, testy and correct Dopy of the original record in She oustody of Uta California Secretary of State's office. SEP 0 8 2016 r Date; J ALEXY" �far yni state � Electronic Payment (ACH) Enrollment Form Payee/Company Information (To be Completed by Payee) Name: VA 22314 Small Address (for payment notification only): accounting@olsongroupitd.com Contact Person Name: Telephone Number: ( I Kyle B. Olson, President (703) 518-998 Payee/Joint Payee Certification: I certify that I am enl:ided to the payments identified with this Taxpayer/Social Security number. In signing this form, I authorize i payment to be sent to the financial Institution m( mined below `mod d-, resident Signa re Title deposited to the designated account. Siamdure Title The City of Santa Ana must be notified of any bank account changes. Failure to notify the City of such changes may result in your payment being delayed. Bank/Financial Institution Information (To be Completed by Financial Institution) Depositor Account Title: Q1saY n �v LTA Name of Financial Institution 7vuJ�` Mailing Address on Bank Account:/ty�Ckavlcly�iz )/,,9 Address of financial Institution: 300 A/ wkfhial JX J7/-&o >3-a_.sys I3 i,n65-1. A14r4nee'-'a,V/r 223ty ACEI Coordinator Nam . %% Telephone -Number: ( I Nine -Digit Ron I confirm the tdentity of the above -named piyee(s) and the account number and title. As representative of the above -named financial Institution, I certify that die financial institution agrees to receive and deposit the payment identified above In accordance with 31CFR Parts 240, 209, and 210. Print or Type Representative's Name: /� �gnatnire t^^:cn�enlntive: Telephone Number: Date: Q9 Qi7I� C �� r `03 -J38- 2 AC klk_j " CERTIFICATE OF LIABILITY INSURANCE ®AZi7i2o1 ) 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 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 `'"""" Thomas Perkins Welch, Graham & Ogden Ins., Inc. PHONE (703) 530-1300 FAX (703)530-9994 OJCG Nz.EXD ,SIG _Nok 7723 Ashton Avenue E-MAIL t erkins@w 01nS, COm ADDRESS P g A-2016-252 - INSURER(8j AFFORDING COVERAGE NAIC p Manassas VA 20109 INSURERA:Cincinnati ,Specialty Pp4erwri,ters 1303,7 INSURED INSURER B Accident Fund General 12304 The Olson Group Ltd INSURER C :The Hartford 300 N Washington Street INSURERD: Suite 600 INSURER E Alexandria VA 22314 INSURER F. COVERAGES CERTIFICATE NUMBER:CL172718782 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. DDLISUBR ILTR - q„ ... ..- TYPE OF INSURANCE +NS POLICY NUMBER ...- O PLICY EFF POLICY EXP Ml DlYYYY ) ppryyyy LIMITS X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE 1,000,000 A 1 CLAIMS -MADE � OCCUR(7AI1� c�<U Ok4_`NTFU � S PR� ��, �.�rrasnp�l.. 100,000 X CSU0045016 2/1.3/201.7 2/13/2018 ME D EXP QAny one I'imaunI g 1,000 ...... ........�,,, .......-.. ..,. PERSONAL ADV INJURY S 1 000 000 GENI AGGREGATE LIMIT APPLIES PER: GEI'JERAI AGGREGATE I $ ---- 2,000,000 X POLICY........ JECT �I Li"1Cn• I PRODUCTS - COMP/OP AGG S .- ...- ...-...- 2,000,000 OTHEF2 S AUTOMOBILE LIABILITY '.. COMBINED SINGLE LIMIT S 1,000,000 ---- ANY I�ODILY IIVLi JUI2Y (Per avrsorry S A I .. ALL OWNAUTO D SCHEDUI AUTOS I sAUTOS CSU0045016 _. „{ 2/13/2017 2/1.3/201 8 Q1C1d':DIIYII�JURYQParacccr.Rcacly) S --- -- X NON -OWNED G ROPERTY DAMAGE _....... HIRED AUTOSX AUTOS 4 (Per...acr_identl 1 � S I X UMBRELLA LIAB EACH OCCI IRRENCE $ 5 c 000_ 000 A - EXCESS LIAB E CE.fiIMS-MAD...., AGGREGATE 5 5, 000 , 000 .. RETENTION. CSU 0068161 12/13/2017 2/13/2018 1.. .... .. S .. .... WORKERS COMPENSATION 01 MQ X" 4T0.0VL.,,,,,,,.77 AND EMPLOYERS LIABILITY YIN ANY PROPR1Er01'-PARrNt• ER UEXEG;,Ul1VE 1 N/A L EACH ACCIDENT B 00FK,'E:1J1MlEMIHER EXQ:,IA.IQ'DD':,D? WCV6089388 3/14/2016 7 �. (Mandatory in NH) 3/14/201 L. DISEASE EA EMPLOYPI-I S .. ,. .,. 500 000 H es, describe under ,�..„.- �m ®. . DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT S 500,000 C (Commercial Crime Coverage i42BDD 9940 1/7/20171/7/2018 ... w. 500,000 DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Certificate holder, it's officers, agents, and employees are named as Additional Insured in regards to General Liability per written contract. Endorsement attached. 10 day written notice of cancellation for non payment of premium. CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE City of Santa Ana THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN Attn: Purchasing Department ACCORDANCE WITH THE POLICY PROVISIONS. 20 Civic Center Plaza Santa Ana, CA 92701 AUTHORIZED REPRESENTATIVE „_.,. ":1"1.ot111Qi' ACORD 25 (2014/01) The ACORD name and logo are registered marks of ACORDORDCORPORATIO s ro erved. INS025001401) failEt�f��171f11!:i�all[t7f��171E? 01-94I A i 107'T11][WI,raIM MIOZ01-94I A i 1*7'K This endorsement modifies insurance provided under the following - COMMERCIAL GENERAL LIABILITY COVERAGE PART A. Section II - Who is an Insured is amended to include as an additional insured any person or organization when you and such person or organization have agreed in writing in a con- tract or agreement that such person or or- ganization be added as an additional insured on your policy, but only with respect to 'bodily injury', "property damage' or"personal and advertising injury caused, in whole or in part. by: 1. Your acts or omissions in the perform- ance of your ongoing operations for the additional insured 2,. The acts or omissions of those acting on your behalf in the performance of your ongoing operations for the additional in-- sured; or . 'Your w " performed for the additional insured and included in the "products - completed operations hazard. If not specified otherwise in the written con- tract or agreement, a person°s or organiza- tions status as an additional insured under this endorsement ends one year after your operations for that additional insured are completed.. The written contract or agreement must be currently in effect or become effective during the term of this Coverage Part. The contract or agreement must be executed prior to the 'bodily injury. property damage" or .personal and advertising injury" to which this endorsement pertains. B. With respect to the insurance afforded to these additional insureds, the following addi- tional exclusions apply: This insurance does not apply to: 1. 'Bodily injury"" "property damage' or personal and advertising injury arising out of the rendering of, or the failure to render, any professional architectural, engineering or surveying services, in- clud'ung: a. The preparing, approving, or failing to prepare or approve, maps, shop drawings, opinions, reports, surveys, field orders, change carders or draw- ings and specifications; or b. Supervisory, inspection, architectural or engineering activities. 2. "Bodily Injury" or "property damage" arising out of 'your worl(' for which a consolidated (wrap-up) insurance pro- gram has been provided by the prime contractor/project manager or owner of the construction project in which you are involved. . 'Bodily injury", *property damage' or '"personal and advertising injury to any employee of you or to any obligation of the additional insured to indemnity an- other because of damages arising out of such injury. 4. 'Bodily injury', *property damage* or . personal and advertising injury' for which the Named Insured is afforded no coverage under this policy of insurance, With respect to the insurance afforded to these additional insureds,SECTION The limits applicable to the additional insured are those specified in the mitten contract or agreement or in the Declarations of this Cov- erage Part, whichever is less. If no limits are Includes copyrighted material of ISO CSGA 7 11 08 Properties, Inc.." witlb its permission. E.ul Ira eIof speeoffle d in they vwitffe r"i contract cm, agreerne r"it, !hey firnits a pficaUe to ffie additional insured area those specuffle d lu°u they DecWafflou°us of this Coverage Parts They firnits of insurance area lu°u- cqusive of and riot in addition to they firnits of u°usurau°uce shown uu°u they Declarafflou°us. SECTIOND With respect to the insurance afforded to these additional insureds, OtherCOMMERCIAL GENERAL LIABILITY CON - Any coverage s::)rovuded herein will be excess over any other vafid and coHecfflble; insurance; avaHaUe to the additional insured whether primary, excess, contingent or on any other basis aimless your have agreed in a ww itten contract or ww itten agreement executed prior to any loss that this insurance will be primary. This insurance will be inoncontributcxy only if you have so agreed in a w itten contract or written agreement executed prior to any loss and this coverage is determined to be pri- mary. �ncludes copyrighted material of �SO Page 2 of 14111211 This endorsement modifies insuranoe provided under the fbIlowing'. COMMERCIAL GENERAL LIABILITY COVERAGE PART PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART IV -CONDITIONS: L i"W"WRA IN N jilutif a 000tiaCt WWI ulat peisuil 0� oiganization allu Incilrdeu In ule pTUDOUS-cuTipletizu upeiawuils M_ This waiver applies only to that person or organization for v.1hich you have agreed to in a written contract to provide said waiver. Includes copyrighted material of Insurance CSGA 4087 12 12 Services Office, Inc,, with its permission. yPagel,,, I AC klk_j " CERTIFICATE OF LIABILITY INSURANCE ®AZi7i2o1 ) 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 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 `'"""" Thomas Perkins Welch, Graham & Ogden Ins., Inc. PHONE (703) 530-1300 FAX (703)530-9994 OJCG Nz.EXD ,SIG _Nok 7723 Ashton Avenue A-2016-252 E-MAIL t erkins@w oins,com ADDRESS' P s.....- INSURER(5� AFFORDING COVERAGE NAIC 0 Manassas VA 20109 INSURERA:Cincinnati ,Specialty Underwriters 1303,7 INSURED INSURER B Accident Fund General 12304 The Olson Group Ltd INSURER C :The Hartford 300 N Washington Street INSURERD: Suite 600 INSURER E Alexandria VA 22314 INSURER F. COVERAGES CERTIFICATE NUMBER:CL172718782 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. DDL"ISUBR ILTR - q„ ... ..- TYPE OF INSURANCE +NS POLICY NUMBER ...- PLICY EFF POLICY EXP O Ml DlYYYY ) ppryyyy LIMITS X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE °6 1,000,000 A 1 CLAIMS -MADE � OCCUR(7AI1� c�<U Ok4_`NrFU � S PR� ��, �.�rrasnp�l.. 100,000 �.... X CSU0045016 2/1.3/201.7 2/13/2018 ME-P;D EXP (Any one IparsonI... g 1 , 000... ...... ........�,,, .......-.. ..,.---- PERSONAL A ADV INJURY S 1,000,000 GENI AGGREGATE LIMIT APPLIES PER: GEI'JERAI AGGREGATE I $ 2 , 000 , 000 X POLICY� ........ � JECT �I Li"1Cn• j PRODUCTS - COMP/OP AGG S ...-...- .- ...- 2,000,000 OTHEF2 S AUTOMOBILE LIABILITY '.. COMBINED SINGLE LIMIT S 1,000,000 ---- ANY I�ODILY IIVLi JUI2Y (Per avrsorry S A I .. ALL OWNAUTO 1 SCHEDUI...ED AUTOS I sAUTOS CSU0045016 _. „{ 2/13/2017 2/1.3/201EEC1d':DIIYII�JURYQParxcccr.Rcacly) S -----...... X NON -OWNED X G8 ROPERTY DAMAGE _....... 4iIRED AUTOS AUTOS (Per...acr_ivSnPI 1 � S I X UMBRELLA LIAB EACH OCCURRENCE $ 5 c 000_ 000 A - EXCESS LIAB CLIUMS-MADE AGGREGATE 5 5, 000 , 000 ..RETE.NTION ... . CSU 0068161 ; 2/13/2017 2/13/2018 101 .S .. WORKERS COMPENSATION... AND EMPLOYERS LIABILITY YIN ANY PROPRIF"f01'-PARrNt• UEXPG;,Ul1VE „�"�7AT0.0VE!.....�I%10. "' � N / A L EACH ACCIDENT $ , .. - 500 � 000 B OFFK,'E:1 ME�', IMIHE'.�R E'-XC I U DE: D? WCV6089388 3/14/2016 7 (Mandatory m NH) 3/14/201 L. DISEASE E A E MPLOYPI-I S .. .,. 500 000 H yes, describe under - ,�.. DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT S 500 000 C (Commercial Crime Coverage i 42BDD 9940 1/7/2017 1/7/2018 ... w. 500,000 DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Certificate holder, it's officers, agents, and employees are named as Additional Insured in regards to General Liability per written contract. Endorsement attached. 10 day written notice of cancellation for non payment of premium. CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE City of Santa Ana THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN Attn: Purchasing Department ACCORDANCE WITH THE POLICY PROVISIONS. 20 Civic Center Plaza Santa Ana, CA 92701 AUTHORIZED REPRESENTATIVE ":1"1",_ rli I Ci'I ACORD 25 (2014/01) The ACORD name and logo are registered marks of ACORDORD CORPORATION. A s rerved. o INS025001401) ^' V: d . i M ,, failEt�f��171f11!:i�all[t7f��171E? 01-94I A i 107'T11][WI,raIM MIOZ01-94I A i 1*7'K This endorsement modifies insurance provided under the following - COMMERCIAL GENERAL LIABILITY COVERAGE PART A. Section II - Who is an Insured is amended to include as an additional insured any person or organization when you and such person or organization have agreed in writing in a con- tract or agreement that such person or or- ganization be added as an additional insured on your policy, but only with respect to 'bodily injury', "property damage' or"personal and advertising injury caused, in whole or in part. by: 1. Your acts or omissions in the perform- ance of your ongoing operations for the additional insured 2,. The acts or omissions of those acting on your behalf in the performance of your ongoing operations for the additional in-- sured; or . 'Your w " performed for the additional insured and included in the "products - completed operations hazard. If not specified otherwise in the written con- tract or agreement, a person°s or organiza- tions status as an additional insured under this endorsement ends one year after your operations for that additional insured are completed.. The written contract or agreement must be currently in effect or become effective during the term of this Coverage Part. The contract or agreement must be executed prior to the 'bodily injury. property damage" or .personal and advertising injury" to which this endorsement pertains. B. With respect to the insurance afforded to these additional insureds, the following addi- tional exclusions apply: This insurance does not apply to: 1. 'Bodily injury"" "property damage' or personal and advertising injury arising out of the rendering of, or the failure to render, any professional architectural, engineering or surveying services, in- clud'ung: a. The preparing, approving, or failing to prepare or approve, maps, shop drawings, opinions, reports, surveys, field orders, change carders or draw- ings and specifications; or b. Supervisory, inspection, architectural or engineering activities. 2. "Bodily Injury" or "property damage" arising out of 'your worl(' for which a consolidated (wrap-up) insurance pro- gram has been provided by the prime contractor/project manager or owner of the construction project in which you are involved. . 'Bodily injury", *property damage' or '"personal and advertising injury to any employee of you or to any obligation of the additional insured to indemnity an- other because of damages arising out of such injury. 4. 'Bodily injury', *property damage* or . personal and advertising injury' for which the Named Insured is afforded no coverage under this policy of insurance, With respect to the insurance afforded to these additional insureds,SECTION The limits applicable to the additional insured are those specified in the mitten contract or agreement or in the Declarations of this Cov- erage Part, whichever is less. If no limits are Includes copyrighted material of ISO CSGA 7 11 08 Properties, Inc.." witlb its permission. E.ul Ira eIof speeoffle d in they vwitffe r"i contract cm, agreerne r"it, !hey firnits a pficaUe to ffie additional insured area those specuffle d lu°u they DecWafflou°us of this Coverage Parts They firnits of insurance area lu°u- cqusive of and riot in addition to they firnits of u°usurau°uce shown uu°u they Declarafflou°us. SECTIOND With respect to the insurance afforded to these additional insureds, OtherCOMMERCIAL GENERAL LIABILITY CON - Any coverage s::)rovuded herein will be excess over any other vafid and coHecfflble; insurance; avaHaUe to the additional insured whether primary, excess, contingent or on any other basis aimless your have agreed in a ww itten contract or ww itten agreement executed prior to any loss that this insurance will be primary. This insurance will be inoncontributcxy only if you have so agreed in a w itten contract or written agreement executed prior to any loss and this coverage is determined to be pri- mary. �ncludes copyrighted material of �SO Page 2 of ��W.........�...��.�� . 14111211 This endorsement modifies insuranoe provided under the fbIlowing'. COMMERCIAL GENERAL LIABILITY COVERAGE PART PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART IV -CONDITIONS: L i"W"WRA IN N jilutif a 000tiaCt WWI ulat peisuil 0� oiganization allu Incilrdeu In ule pTUDOUS-cuTipletizu upeiawuils M_ This waiver applies only to that person or organization for v.1hich you have agreed to in a written contract to provide said waiver. Includes copyrighted material of Insurance CSGA 4087 12 12 Services Office, Inc,, with its permission. PWagel,,, I WIFOET / ® ACORV CERTIFICATE OF LIABILITY INSURANCE DATE(SiMIDDTIYYY) 08/0512019 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATNELY 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 pollcy(les) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement A statement on this certificate does not confer rights to the certificate holder In lieu of such endorsemem(a). Welch, Graham a Ogden Ins., Inc. 7723 Ashton Avenue Manassas VA 20109; CONPRODUCER Kdt11Y Vincent ACSR (703) 530-t300 (70SJ 530.999q . hvincenta"oins.comINSURER($)AFFORpND COVEMNAICIf CSU Producer Resources, Inc. 13037 INSURED The Olson Group LW N Washington Street 600 VA 22314F: a: AcckiWM Fund General MAC 12304 C:300 D:Suite E:Alexandrla CDYENAFShtl liCRllr'IYNIG RVVIVGI\. " THIS IS TO CERTIFY THATTHE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACTOR OTHER DOCUMENT WITH RESPECTTO WHICH THIS CERTIFICATE MAYBE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED SYTHE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. Ism TYPEOFINSURANCE COMMFRGALGENERALLIABILItt INSD POU"NUMSM MAT NNI LIMITS EACHOCCt1MefaCE S 1,000,0()0 FIN PREMISES EaPmnalm S 100,000 � OCCUR MEO FJd' w } $ 1,000 CIAIMS-MADE T A Y CS00045016 0211312019 0213/2020 : pERSONALAADV INJURY $ 1,000,000 GEN'LAGGREGATE LIMRAPMff$PHL POUCY ❑ JM LOC GENERALAGOREC>/ITE g 2,000,000 PRODUCTS-COLp10PAGO S 2,000,000 OTHER: AUTOMOBILE UJUNUTY BIKED NGLEUMn $ 1,000.000 BOOILYINJURY(PWPMaan) S ANYAUTO BODaY WOURY(Par udd" S A 04 13 SCHEOULEO AUTOSONLY AUT HIRED NON-OVMED X AUTOS ONLY AUTO90NLY CS00045016 02713I2019 02t13=20 Par $ $ A x UMBRELLA UAs ExcEss uAB OUR cLAIMs.MADE CSU 0068151 02/1312019 02/13/2020 EACH OCCURRENCE $ 6,000,000 AGGREGATE S 5,000,000 DIED I I RE'TEIM S WORKERS COMPENSATION QR4 XTrPT§AkTUTe 1 ER S B AND EMPLOYERS' LNBILITY YIN ANY PROPRIETORIPARTNER)EXECUTNE FN7 OFFICERIMEMBER EXCWDED4 (M.Wm la NH) If yes, 4earnba,maer DESCRIPTION OF OPERATIONS W. NIA WCV6089388 03/14/2019 03/14/2020 EL EACH ACCIDENT $ 1,000,000 E.LDISEASE-EAEMPLOYEE $ 1-000.000 E.L DISEASE -POUCY LIMIT S 1,000,000 DESCRIPTION OF OPERATIONS /.LOCATIONS I VEHICLES (ACORD 101, AWRIPhI Remake BPRe4NIR miry W aeaeh4 Rmprt space Is Mulmd) City of Santa Ana, its omcers, agents, and employees are named as Additional Insured as required by written contract, subject to policy forms and conditions. REVIEWED & APPROVED By RIS MANAGEMENT DIVISION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN City of Santa Ana SAM NTHA M. LAMBERT ACCORDANCE WITH THE POLICY PROVISIONS. City of Santa Ana SA 20 Civic Center Plaza AUTHORIZED AEPraSENTATVE 4th Floor `.! Santa Ana CA 92710 All Hams reserved. ACORD 25 (2016103) The ACORD name and logo are registered marks of ACORD COMMERCIAL GENERAL LIABILITY CSGA4371213 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - OWNERS, LESSEES OR CONTRACTORS - AUTOMATIC STATUS WHEN REQUIRED IN CONSTRUCTION AGREEMENT WITH YOU - OPERATIONS AND COMPLETED OPERATIONS This endorsement modifies insurance provided under the following. COMMERCIAL GENERAL LIABILITY COVERAGE PART A SECTION II - WHO IS AN INSURED is amended to include as an additional insured any person or organization when you and such person or organization have agreed in writing in a contract or agreement that such person or organization be added as an additional insured on your policy, but only with respect to "bodily injury", "Property damage' or -personal and advertising injury` caused in whole or in part.. by: 1. Your acts or omissions in the perform- ance of your ongoing operations for the additional insured, 2. The acts or omissions of those acting on your behalf in the performance of your ongoing operations for the additional in- sured: or 3. "Your work` performed for the additional insured and included in the "products- completedoperations hazard". If not specified otherwise in the written con- tract or agreement, a persons or organize- tion's status as an additional insured under this endorsement ends one year after your opera- tions for that additional insured are completed. The written contract or agreement must be currently in effect or become effective during the term of this Coverage Part. The contract or agreement must be executed prior to Elbe "bod- ily injury", "property damage" or "personal and advertising injury' to which this endorsement pertains. However: The insurance afforded to such additional insured only applies to the extent permit- ted by lavv. and 2. If coverage provided to the additional in- sured is required by a contract or agree- ment, the insurance aflbrded to such ad- dtioral insured will not be broader than that which you are required by the can - tract or agreement to provide for such ad- d1tional Insured. B. With respect to the insurance afforded to these additional insureds, the following add- tional exclusions apply: This insurance does not apply to: 1. "Bodily injury", "property damage' or "per- sonal and advertising injury' arising out of the rendering of, or the failure to render, any professional architectural, engineer- ing or surveying services, including: a. The preparing, approving, or fading to prepare or approve, maps, shop drawings, opinions. reports, surveys, field orders, change orders or draw- ings and specifications; or b. Supervisory, inspection, architectural or engineering activities 2. 'Bodily injury" or "property damage" aris- ing out of "Your work' for which a consoli- dated (wrap-up) insurance program has been provided by the prime contrac- tor/project manager or owner of the con- struction project in which you are awoived. 3. 'Bodily injury", "property damage" or "per- sonal and advertising injury' to any em- ployee of you or to any obligation of the additional Insured to indemnity another because of damages arising out of such injury. Includes copyrighted material of ISO CSGA4371213 7/1T Properties. Inc, with its permission. Page 1of2 4. Bodily injury", "property damage" or "per- sonall and advertising injury" for which the Named insured is afforded no coverage under this policy of insurance- C. With respect to the insurance afforded to these additional insureds. SECTION III - LIM ITS OF INSURANCE is amended to include: The limits applicable to the additional insured are those specified in the written contract or agreement or in the Declarations of this Cov- erage Part, whichever is less. If no limits are specified in the written contract or agreement. the limits applicable to the additional insured are those specified in the Declarations of this Coverage Part. The limits of insurance are in- clusive of and not in addition to the limits of in- surance shown in the Declarations. CSGA 437 1213 D. With respect to the insurance afforded to these additional insureds. SECTION IV - COMMERCIPL GENERAL LIABIL17Y CON- DITIONS, 4. Other Insurance is amended to include: Any coverage provided herein will be excess over any other valid and collectible insurance available to the additional insured whether primary. excess, contingent or on any other basis unless you have agreed in a written con- tract or written agreement executed prior to any loss that this insurance will be primary. This insurance will be noncontributory only If you have so agreed in a written contract or written agreement executed prior to any loss and this coverage is determined to be primary. includes copyrighted material of ISO Properties, Inc. with its permission. Page 2 of 2