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HomeMy WebLinkAboutLocator Services Inc dba Able Patrol and Guard; 2020-08-28;AGREEMENT FOR OPEN SPACE SECURITY PATROL SERVICES LOCATOR SERVICES, INC. DBA ABLE PATROL & GUARD JHIS AGREEMENT is made and entered into as of the '66 day of (AA. Iliet , 20,1).0 by and between the CITY OF CAALSBAD, a municipal corporation, ("Qity"), and Locator Services, Inc. dba Able Patrol & Guard, a corporation, ("Contractor"). RECITALS A. City requires the professional services of a contractor that is experienced in professional security patrol services. B. Contractor has the necessary experience in providing professional services and advice related to foot and vehicle security patrol services in the enforcement of municipal regulations regarding open space and trails. C. Contractor has submitted a proposal to City and has affirmed its willingness and ability to perform such work. D. The Contract Administrator for the work performed under this Agreement is the Parks Superintendent or a designated representative. NOW, THEREFORE, in consideration of these recitals and the mutual covenants contained herein, City and Contractor agree as follows: 1. SCOPE OF WORK City retains Contractor to perform, and Contractor agrees to render, those services (the "Services") that are defined in attached Exhibit "A", which is incorporated by this reference in accordance with this Agreement's terms and conditions. 2. STANDARD OF PERFORMANCE While performing the Services, Contractor will exercise the reasonable professional care and skill customarily exercised by reputable members of Contractor's profession practicing in the Metropolitan Southern California Area, and will use reasonable diligence and best judgment while exercising its professional skill and expertise. 3. TERM The term of this Agreement will be effective for a period of two (2) years from the date first above written. The City Manager may amend the Agreement to extend it for two (2) additional two (2) year periods or parts thereof. Extensions will be based upon a satisfactory review of Contractor's performance, City needs, and appropriation of funds by the City Council. The parties will prepare a written amendment indicating the effective date and length of the extended Agreement. 4. TIME IS OF THE ESSENCE Time is of the essence for each and every provision of this Agreement. 5. COMPENSATION The total fee payable for the Services to be performed during the initial Agreement term is not to exceed sixty thousand dollars ($60,000). And the amount shall not exceed thirty thousand dollars ($30,000) per Agreement year. No other compensation for the Services will be allowed except for items covered by subsequent amendments to this Agreement. If the City elects to extend the Agreement, the amount shall not exceed thirty thousand dollars ($30,000) per Agreement year. City Attorney Approved Version 6/12/18 The City reserves the right to withhold a ten percent (10%) retention until City has accepted the work and/or Services specified in Exhibit "A". Incremental payments, if applicable, should be made as outlined in attached Exhibit "A". 6. STATUS OF CONTRACTOR Contractor will perform the Services in Contractor's own way as an independent contractor and in pursuit of Contractor's independent calling, and not as an employee of City. Contractor will be under control of City only as to the result to be accomplished, but will consult with City as necessary. The persons used by Contractor to provide services under this Agreement will not be considered employees of City for any purposes. The payment made to Contractor pursuant to the Agreement will be the full and complete compensation to which Contractor is entitled. City will not make any federal or state tax withholdings on behalf of Contractor or its agents, employees or subcontractors. City will not be required to pay any workers' compensation insurance or unemployment contributions on behalf of Contractor or its employees or subcontractors. Contractor agrees to indemnify City within thirty (30) days for any tax, retirement contribution, social security, overtime payment, unemployment payment or workers' compensation payment which City may be required to make on behalf of Contractor or any agent, employee, or subcontractor of Contractor for work done under this Agreement. At the City's election, City may deduct the indemnification amount from any balance owing to Contractor. 7. SUBCONTRACTING Contractor will not subcontract any portion of the Services without prior written approval of City. If Contractor subcontracts any of the Services, Contractor will be fully responsible to City for the acts and omissions of Contractor's subcontractor and of the persons either directly or indirectly employed by the subcontractor, as Contractor is for the acts and omissions of persons directly employed by Contractor. Nothing contained in this Agreement will create any contractual relationship between any subcontractor of Contractor and City. Contractor will be responsible for payment of subcontractors. Contractor will bind every subcontractor and every subcontractor of a subcontractor by the terms of this Agreement applicable to Contractor's work unless specifically noted to the contrary in the subcontract and approved in writing by City. 8. OTHER CONTRACTORS The City reserves the right to employ other Contractors in connection with the Services. 9. INDEMNIFICATION Contractor agrees to indemnify and hold harmless the City and its officers, officials, employees and volunteers from and against all claims, damages, losses and expenses including attorneys fees arising out of the performance of the work described herein caused by any negligence, recklessness, or willful misconduct of the Contractor, any subcontractor, anyone directly or indirectly employed by any of them or anyone for whose acts any of them may be liable. The parties expressly agree that any payment, attorney's fee, costs or expense City incurs or makes to or on behalf of an injured employee under the City's self-administered workers' compensation is included as a loss, expense or cost for the purposes of this section, and that this section will survive the expiration or early termination of this Agreement. City Attorney Approved Version 6/12/18 2 10. INSURANCE Contractor will obtain and maintain for the duration of the Agreement and any and all amendments, insurance against claims for injuries to persons or damage to property which may arise out of or in connection with performance of the services by Contractor or Contractor's agents, representatives, employees or subcontractors. The insurance will be obtained from an insurance carrier admitted and authorized to do business in the State of California. The insurance carrier is required to have a current Best's Key Rating of not less than "A-:VI I"; OR with a surplus line insurer on the State of California's List of Approved Surplus Line Insurers (LASLI) with a rating in the latest Best's Key Rating Guide of at least "A:X"; OR an alien non-admitted insurer listed by the National Association of Insurance Commissioners (NAIC) latest quarterly listings report. 10.1 Coverage and Limits. Contractor will maintain the types of coverage and minimum limits indicated below, unless the Risk Manager or City Manager approves a lower amount. These minimum amounts of coverage will not constitute any limitations or cap on Contractor's indemnification obligations under this Agreement. City, its officers, agents and employees make no representation that the limits of the insurance specified to be carried by Contractor pursuant to this Agreement are adequate to protect Contractor. If Contractor believes that any required insurance coverage is inadequate, Contractor will obtain such additional insurance coverage, as Contractor deems adequate, at Contractor's sole expense. The full limits available to the named insured shall also be available and applicable to the City as an additional insured. 10.1.1 Commercial General Liability (CGL) Insurance. Insurance written on an "occurrence" basis, including personal & advertising injury, with limits no less than $2,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location or the general aggregate limit shall be twice the required occurrence limit. 10.1.2 Automobile Liability. (if the use of an automobile is involved for Contractor's work for City). $2,000,000 combined single-limit per accident for bodily injury and property damage. 10.1.3 Workers' Compensation and Employer's Liability. Workers' Compensation limits as required by the California Labor Code. Workers' Compensation will not be required if Contractor has no employees and provides, to City's satisfaction, a declaration stating this. 10.1.4 Professional Liability. Errors and omissions liability appropriate to Contractor's profession with limits of not less than $1,000,000 per claim. Coverage must be maintained for a period of five years following the date of completion of the work. 10.2 Additional Provisions. Contractor will ensure that the policies of insurance required under this Agreement contain, or are endorsed to contain, the following provisions: 10.2.1 The City will be named as an additional insured on Commercial General Liability which shall provide primary coverage to the City. 10.2.2 Contractor will obtain occurrence coverage, excluding Professional Liability, which will be written as claims-made coverage. 10.2.3 This insurance will be in force during the life of the Agreement and any extensions of it and will not be canceled without thirty (30) days prior written notice to City sent by certified mail pursuant to the Notice provisions of this Agreement. City Attorney Approved Version 6/12/18 3 10.3 Providing Certificates of Insurance and Endorsements. Prior to City's execution of this Agreement, Contractor will furnish certificates of insurance and endorsements to City. 10.4 Failure to Maintain Coverage. If Contractor fails to maintain any of these insurance coverages, then City will have the option to declare Contractor in breach, or may purchase replacement insurance or pay the premiums that are due on existing policies in order to maintain the required coverages. Contractor is responsible for any payments made by City to obtain or maintain insurance and City may collect these payments from Contractor or deduct the amount paid from any sums due Contractor under this Agreement. 10.5 Submission of Insurance Policies. City reserves the right to require, at any time, complete and certified copies of any or all required insurance policies and endorsements. 11. BUSINESS LICENSE Contractor will obtain and maintain a City of Carlsbad Business License for the term of the Agreement, as may be amended from time-to-time. 12. ACCOUNTING RECORDS Contractor will maintain complete and accurate records with respect to costs incurred under this Agreement. All records will be clearly identifiable. Contractor will allow a representative of City during normal business hours to examine, audit, and make transcripts or copies of records and any other documents created pursuant to this Agreement. Contractor will allow inspection of all work, data, documents, proceedings, and activities related to the Agreement for a period of three (3) years from the date of final payment under this Agreement. 13. OWNERSHIP OF DOCUMENTS All work product produced by Contractor or its agents, employees, and subcontractors pursuant to this Agreement is the property of City. In the event this Agreement is terminated, all work product produced by Contractor or its agents, employees and subcontractors pursuant to this Agreement will be delivered at once to City. Contractor will have the right to make one (1) copy of the work product for Contractor's records. 14. COPYRIGHTS Contractor agrees that all copyrights that arise from the services will be vested in City and Contractor relinquishes all claims to the copyrights in favor of City. /// /// Ill /// Ill /// City Attorney Approved Version 6/12/18 4 15. NOTICES The name of the persons who are authorized to give written notice or to receive written notice on behalf of City and on behalf of Contractor under this Agreement. For City Name Tim SeIke For Contractor Name George Grauer Title Parks Services Manager Title Senior Vice President Department Parks & Recreation Address 4616 Mission Gorge Place City of Carlsbad San Diego, CA 92120 Address 799 Pine Avenue, Suite 200 Phone No. 619-229-6100 Carlsbad, CA 92008 Email george@ablepatrolandguard.com Phone No. 760-434-2857 Each party will notify the other immediately of any changes of address that would require any notice or delivery to be directed to another address. 16. CONFLICT OF INTEREST Contractor shall file a Conflict of Interest Statement with the City Clerk in accordance with the requirements of the City of Carlsbad Conflict of Interest Code. The Contractor shall report investments or interests in all categories. Yes1=1 No 12' 17. GENERAL COMPLIANCE WITH LAWS Contractor will keep fully informed of federal, state and local laws and ordinances and regulations which in any manner affect those employed by Contractor, or in any way affect the performance of the Services by Contractor. Contractor will at all times observe and comply with these laws, ordinances, and regulations and will be responsible for the compliance of Contractor's services with all applicable laws, ordinances and regulations. Contractor will be aware of the requirements of the Immigration Reform and Control Act of 1986 and will comply with those requirements, including, but not limited to, verifying the eligibility for employment of all agents, employees, subcontractors and consultants whose services are required by this Agreement. 18. DISCRIMINATION AND HARASSMENT PROHIBITED Contractor will comply with all applicable local, state and federal laws and regulations prohibiting discrimination and harassment. 19. DISPUTE RESOLUTION If a dispute should arise regarding the performance of the Services the following procedure will be used to resolve any questions of fact or interpretation not otherwise settled by agreement between the parties. Representatives of Contractor or City will reduce such questions, and their respective views, to writing. A copy of such documented dispute will be forwarded to both parties involved along with recommended methods of resolution, which would be of benefit to both parties. The representative receiving the letter will reply to the letter along with a recommended City Attorney Approved Version 6/12/18 5 method of resolution within ten (10) business days. If the resolution thus obtained is unsatisfactory to the aggrieved party, a letter outlining the disputes will be forwarded to the City Manager. The City Manager will consider the facts and solutions recommended by each party and may then opt to direct a solution to the problem. In such cases, the action of the City Manager will be binding upon the parties involved, although nothing in this procedure will prohibit the parties from seeking remedies available to them at law. 20. TERMINATION In the event of the Contractor's failure to prosecute, deliver, or perform the Services, City may terminate this Agreement for nonperformance by notifying Contractor by certified mail of the termination. If City decides to abandon or indefinitely postpone the work or services contemplated by this Agreement, City may terminate this Agreement upon written notice to Contractor. Upon notification of termination, Contractor has five (5) business days to deliver any documents owned by City and all work in progress to City address contained in this Agreement. City will make a determination of fact based upon the work product delivered to City and of the percentage of work that Contractor has performed which is usable and of worth to City in having the Agreement completed. Based upon that finding City will determine the final payment of the Agreement. Either party upon tendering thirty (30) days written notice to the other party may terminate this Agreement. In this event and upon request of City, Contractor will assemble the work product and put it in order for proper filing and closing and deliver it to City. Contractor will be paid for work performed to the termination date; however, the total will not exceed the lump sum fee payable under this Agreement. City will make the final determination as to the portions of tasks completed and the compensation to be made. 21. COVENANTS AGAINST CONTINGENT FEES Contractor warrants that Contractor has not employed or retained any company or person, other than a bona fide employee working for Contractor, to solicit or secure this Agreement, and that Contractor has not paid or agreed to pay any company or person, other than a bona fide employee, any fee, commission, percentage, brokerage fee, gift, or any other consideration contingent upon, or resulting from, the award or making of this Agreement. For breach or violation of this warranty, City will have the right to annul this Agreement without liability, or, in its discretion, to deduct from the Agreement price or consideration, or otherwise recover, the full amount of the fee, commission, percentage, brokerage fees, gift, or contingent fee. 22. CLAIMS AND LAWSUITS By signing this Agreement, Contractor agrees that any Agreement claim submitted to City must be asserted as part of the Agreement process as set forth in this Agreement and not in anticipation of litigation or in conjunction with litigation. Contractor acknowledges that if a false claim is submitted to City, it may be considered fraud and Contractor may be subject to criminal prosecution. Contractor acknowledges that California Government Code sections 12650 et seq., the False Claims Act applies to this Agreement and, provides for civil penalties where a person knowingly submits a false claim to a public entity. These provisions include false claims made with deliberate ignorance of the false information or in reckless disregard of the truth or falsity of information. If City seeks to recover penalties pursuant to the False Claims Act, it is entitled to recover its litigation costs, including attorney's fees. Contractor acknowledges that the filing of a false claim may subject Contractor to an administrative debarment proceeding as the result of which Contractor may be prevented to act as a Contractor on any public work or improvement for a period of up to five (5) years. Contractor acknowledges debarment by another jurisdiction is grounds for City to terminate this Agreement. City Attorney Approved Version 6/12/18 6 23. JURISDICTION AND VENUE Any action at law or in equity brought by either of the parties for the purpose of enforcing a right or rights provided for by this Agreement will be tried in a court of competent jurisdiction in the County of San Diego, State of California, and the parties waive all provisions of law providing for a change of venue in these proceedings to any other county. 24. SUCCESSORS AND ASSIGNS It is mutually understood and agreed that this Agreement will be binding upon City and Contractor and their respective successors. Neither this Agreement nor any part of it nor any monies due or to become due under it may be assigned by Contractor without the prior consent of City, which shall not be unreasonably withheld. 25. ENTIRE AGREEMENT This Agreement, together with any other written document referred to or contemplated by it, along with the purchase order for this Agreement and its provisions, embody the entire Agreement and understanding between the parties relating to the subject matter of it. In case of conflict, the terms of the Agreement supersede the purchase order. Neither this Agreement nor any of its provisions may be amended, modified, waived or discharged except in a writing signed by both parties. Ill /// /// /// /// /// Ill /// HI /// /// /// /// /// City Attorney Approved Version 6/12/18 7 T TITLE OF PERSON AUT 0 ZED TO SIGN (City Manager or Mayor or Division Director as authorized by the City Manager)] By: 26. AUTHORITY The individuals executing this Agreement and the instruments referenced in it on behalf of Contractor each represent and warrant that they have the legal power, right and actual authority to bind Contractor to the terms and conditions of this Agreement. CONTRACTOR CITY OF CARLSBAD, a municipal corporation of the State of California George Grauer/President (print name/title) ATTEST: By: t-tiv-ylaJLcx=47.7/1_277/c (sign here) Diane Edwards/Secretary (print name/title) If required by City, proper notarial acknowledgment of execution by contractor must be attached. If a corporation, Agreement must be signed by one corporate officer from each of the following two groups. Group A Group B Chairman, Secretary, President, or Assistant Secretary, Vice-President CFO or Assistant Treasurer Otherwise, the corporation must attach a resolution certified by the secretary or assistant secretary under corporate seal empowering the officer(s) signing to bind the corporation. APPROVED AS TO FORM: CELIA A. BREWER, City Attorney ortant-City Attorney City Attorney Approved Version 6/12/18 8 BARBARA ENGLESON LT City Clerk EXHIBIT "A" SCOPE OF SERVICES MANNER OF PERFORMING SERVICES 1.00 GENERAL REQUIREMENTS 1.01 Contractor will provide foot and vehicle security patrol services as detailed in this agreement for monitoring illegal dumping and illegal encampments, vandalism, graffiti as well as informing trespassers to vacate said premises. 1.02 Contractor will provide its security officers with a 2-way radio or equal and a cell phone during mobile patrol. 1.03 Contractor will submit to the Contract Administrator reports on a monthly basis the dates and times when surveillance and patrol took place, and the course of action taken, if any. These reports will include license numbers of vehicles, illegal dumping, trespassing or other related activities. The Contractor shall indicate the actual parcel number of the property and shall provide information on exact locations of these activities on said parcel. Instances of graffiti, vandalism or other emergent situations shall be reported to the Contract Administrator immediately during business hours or the next business day. 1.04 Contractor is required to hold and maintain a valid license from the State of California Bureau of Security and Investigative Services. 2.00 AREA TO BE PATROLLED 2.01 A map of the sites to be patrolled under the provisions of this Agreement include: Exhibit A-1 Lake Calavera Preserve Exhibit A-2 Rancho La Costa Preserve Exhibit A-3 Veterans Park Preserve Exhibit A-4 Hosp Grove Open Space CITY ATTORNEY APPROVED VERSION 4/1/15 9 3.00 PAYMENT AND INVOICES 3.01 The Contractor shall present monthly invoices, for all work performed during the preceding month. Said invoice shall include all required certifications and reports as specified hereinafter. The invoice shall be submitted on or before the fifth (5th) day of each month in the amount of the compensation to be paid by the City for all services rendered by the Contractor under the terms and conditions of this Agreement. Said payment shall be made within thirty (30) days upon receiving the invoices, providing that all work performed during the preceding month has been inspected and accepted by the Contract Administrator and that applicable certifications have been submitted in accordance with the provisions of this Agreement. 3.02 Invoices for approved Extra Work shall be in a format acceptable to the Contract Administrator, including attachments, such as copies of suppliers' invoices, which the Contract Administrator may require to verify Contractor's billing. Invoices for Extra Work shall be submitted on separate invoices. Unless otherwise requested by the Contract Administrator, one invoice shall be submitted for each discrete and complete item of Extra Work. 3.03 Unless otherwise provided, invoices for Materials for approved Extra Work may include a markup of 15%, to cover Contractor's overhead, handling, and the like, related to the provision of said materials. Such invoices shall be presented along with copies of suppliers' invoices. 3.04 Rental Equipment for Extra Work shall be invoiced at Contractor's cost and may include a markup of 15%. Such invoices shall be presented along with copies of suppliers' invoices. 3.05 In the event the City transfers title or patrol service responsibility of the premises or a portion thereof, this Agreement shall continue in full force and effect, except said portion, at the discretion of the Contract Administrator, may be deleted from the premises to be maintained and the Agreement sum shall be reduced accordingly. 3.06 The Contract Administrator may, at his discretion, add new areas to be patrolled and/or require additional services. The Contractor shall be compensated for the additional services that are designated after the date of the commencement of this Agreement based on the submission of an approved security patrol proposal consistent in all respects with this Agreement. 3.07 Additional compensation may be authorized at the discretion of the Contract Administrator, subject to City budgetary conditions, for work deemed necessary by the Contract Administrator due to extraordinary incidents or circumstances. CITY ATTORNEY APPROVED VERSION 4/1/15 10 4.00 MEETINGS & REPORTS 4.01 The Contractor or his authorized representative shall meet with the Contract Administrator or his representative at the discretion and convenience of the Contract Administrator, for walk-through inspections. 4.02 At the request of the Contract Administrator, the Contractor, or his appropriate representative, shall attend meetings as determined by the Contract Administrator, for purposes of orientation, information sharing, Agreement revision, description of City policies, procedures, standards, and the like. 4.03 Contractor shall provide to the Contract Administrator such written documentation and/or regular reports as the Contract Administrator deems necessary to verify and review Contractor's performance under this Agreement and to provide to the Contract Administrator pertinent information relative to the monitoring of open space and trails. 5.00 EXTRA WORK 5.01 The City may award Extra Work to the Contractor, or to other forces, at the discretion of the Contract Administrator. 5.02 Prior to performing any Extra Work, the Contractor shall prepare and submit a written proposal including a description of the work, an estimate of labor and materials, and a schedule for completion. No work shall commence without written approval of the Contractor's proposal by the Contract Administrator. 5.03 In the event that Contractor's proposal for Extra Work is not approved, the Contract Administrator reserves the right to perform such work with other forces. 5.04 When a condition exists which the Contract Administrator deems urgent, the Contract Administrator may verbally authorize the work to be performed upon receiving a verbal estimate from the Contractor. However, within twenty-four (24) hours after receiving a verbal authorization, t h e Contractor shall submit a written estimate, consistent with the verbal authorization, to the Contract Administrator for approval. 5.05 All Extra Work shall commence on the specified date established and Contractor shall proceed diligently to complete said work within the time allotted. 6.00 COMMUNICATION AND EMERGENCY RESPONSE 6.01 The Contractor shall, during the term of this Agreement, maintain a single telephone number, toll free to a San Diego region area code, at which the Contractor or Contractor's responsible employee may be contacted at any time, twenty-four hours per day, to take the necessary action regarding all inquiries, complaints and the like, that may be received from the Contract Administrator or other City personnel. For hours beyond a normal 8 AM to 5 PM CITY ATTORNEY APPROVED VERSION 4/1/15 11 business day, an answering service shall be considered an acceptable substitute for full time twenty-four hour coverage, provided that the Contractor responds to the City by return call within one hour of the City's original call. 6.02 Whenever immediate action is required to prevent possible injury, death, or property damage, City may, after reasonable attempt to notify the Contractor, cause such action to be taken by alternate work forces and, as determined by the Contract Administrator, charge the cost thereof to the Contractor, or deduct such cost from any amount due to the Contractor. 6.03 All complaints shall be abated as soon as possible after notification; but in all cases within 24 hours, to the satisfaction of the Contract Administrator. If any complaint is not abated within 24 hours, the Contract Administrator shall be notified immediately of the reason for not abating the complaint followed by a written report to the Contract Administrator within five (5) working days. If the complaints are not abated within the time specified or to the satisfaction of the Contract Administrator, the Contract Administrator may correct the specific complaint and the total cost incurred by the City will be deducted and forfeit from payments owing to the Contractor from the City. 6.04 The Contractor shall maintain a written log of all communications, the date and the time thereof and the action taken pursuant thereto or the reason for non- action. Said log of complaints shall be open to the inspection of the Contract Administrator at all reasonable times. 7.00 SAFETY 7.01 Contractor agrees to perform all work outlined in this Agreement in such a manner as to meet all accepted standards for safe practices during the security patrol operation and to safely maintain stored equipment and materials or other hazards consequential or related to the work; and agrees additionally to accept the sole responsibility for complying with all City, County, State or Federal requirements at all times so as to protect all persons, including Contractor's employees, agents of the City, vendors, members of the public or others from foreseeable injury, or damage to their property. 7.02 Contractor shall notify the Contract Administrator immediately of any occurrence on the premises of accident, injury, or persons requiring emergency services and, if so requested, shall prepare a written report thereof to the Contract Administrator within three (3) calendar days following the occurrence. Contractor shall cooperate fully with the City in the investigation of any such occurrence. CITY ATTORNEY APPROVED VERSION 4/1/15 12 LOCATION MAP t • 1 1 777-- J ; 7-47767- 7 ,$to.NEOG t, F-60THILL 'AV AP,N:\ 1680206500 ,-- Lake Calavera Preserve APN 168-040-02 & Portion of APN 168-020-65 VICINITY MAP PROJECT SITE • Path: J:\RequestsMarch2015\Parks\0008175_15\LakeCalaveraPreserve_A-1.mxd EXHIBIT A-1 PROJECT NAME Lake Calavera Preserve Rancho La Costa Preserve (38 APNs) APN. 22361714 APN: 22307110 LOCATION MAP APN: 22372010 APN 22361726 1 APN: 22361713 APN: 22361712 RTE PANDRAMP APN. 223709& APN: 2261707 _\AAPN: 22381001 A 1PN:02236 724 ARN:s22361708 APN: 22361706 APN: 22361705 APN: 22.527425 APN: 22361704 APN 22327126 APN: 22361720 APN 22361723 APN: 22361721 \), APN: 22319026 APN:•22318026 APN: 22361722 \ APN: 22318008 APN: ‘21659204 APN:,22318025 Ak:t2137109 APN: 22361749 APN: 22384316 APN: 22361718 0 APN:,22381002 APN:,22361703 VICINITY MAP APN:•22306115 PROJECT SITE NOT TO PROJECT NAME EXHIBIT Rancho La Costa Preserve A-2 Path: J: Req uestsMarch2015 Parks\ 0008175_15\RanchoLaCostaPreserve_A-2.mxd EXHIBIT A-3 PROJECT NAME Veterans Park Preserve LOCATION MAP - WHITMAN _ Veterans Park Preserve Portion of APN 212-271-03 FARADAY AV _ NOT TO SCALE Path: J:\RequeatsMarch2ol 5 \ Parks \ 0008175_1 5WeteransPa rk0 penSpace_A-3.mxd --7NTFiTkl.N. L--t- -I-;,,;—: 0 i---- ....-{"-t ' Kist6i'l/LES-Ali--` _ST-kAik,Yit.0-,[..N- VICINITY MAP - SP VVY- EJVDR r 11 ct re -i 4,1 , 4 w -›+ _r< Hosp Grove Park APNs 154-140-29, 156-080-20, 156-301-04, 154-140-30, 156-340-15, 156-331-25 and 156-331-24 —CAS-FLORE ifFr I - 43.114A vIsjAjWyj 7-1 70°13 73' — ' E . ../: `.1" ,.:%,-- • (----1 IL:— C 0 FIDG,.EC,FIE$IN "te' 0 73 C 0 _ LthUNADR LOCATION MAP PROJECT NAME EXHIBIT Hosp Grove Park A-4 Path: JARequestsMarch2015\Parks\0008175_15\HospGrovePark.mxd EXHIBIT "B" SECURITY PATROL SERVICE PRICING Pricing includes foot and vehicle security patrol services in the enforcement of municipal regulations regarding open space and trails. Patrols include a patrol officer in a company vehicle at the locations listed below 4 days a week (Friday, Saturday, Sunday and a random day). Lake Calavera Preserve 2 hours per day x 4 days per week = 8 hours per week 8 hours per week x $24.00 per hour = $192.00 per week $192.00 per week x 52 weeks = $9,984.00 per year $9,984.00 per year / 12 months = $832.00 per month Rancho La Costa Preserve 2 hours per day x 4 days per week = 8 hours per week 8 hours per week x $24.00 per hour = $192.00 per week $192.00 per week x 52 weeks = $9,984.00 per year $9,984.00 per year! 12 months = $832.00 per month Veterans Park Preserve 1 hour per day x 4 days per week = 4 hours per week 4 hours per week x $24.00 per hour = $96.00 per week $96.00 per week x 52 weeks = $4,992.00 per year $4,992.00.00 per year/ 12 months = $416.00 per month Hosp Grove Open Space 1 hour per day x 4 days per week = 4 hours per week 4 hours per week x $24.00 per hour = $96.00 per week $96.00 per week x 52 weeks = $4,992.00 per year $4,992.00.00 per year/ 12 months = $416.00 per month Annual Cost $29,952.00 City Attorney Approved Version 4/1/15 17 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE CY:Arate, cA/ City of Carlsbad Purchasing Dept 1635 Faraday Avenue Carlsbad CA 92008-7314 ,- 1 0/) Accomc• CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DDNYYY) THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER Benchmark Commercial Insurance Services 2530 Gateway Road Carlsbad CA 92009 CONTACTNAME: Robert A. Cohen PHONE FAX (A/C. No. Exu: 760-632-4840 (A/C, No): 760-632-4841 E-MAIL A DDRESS; rob@benchmarkcis.com INSURER(S) AFFORDING COVERAGE NAIC # INSURER A :Crum & Forster Specialty Ins 44520 INSURED LOCAT-1 Locator Services, Inc dba Able Patrol & Guard 4616 Mission Gorge Place San Diego CA 92120-4133 _ 'INSURER a : Berkley Regional Insurance Co. 29580 INSURER C : INSURER D : INSURER E : INSURER F: COVERAGES CERTIFICATE NUMBER: 1847798576 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. NOTVVITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE ADDL INSD SUBR WVD POLICY NUMBER POLICY EFF (MM/DD/YYYY) POLICY EXP _IMM/DD/YYYY1... LIMITS A X COMMERCIAL GENERAL LIABILITY Y GLO-064817 4/1/2020 4/1/2021 EACH OCCURRENCE $ 1,000,000 CLAIMS-MADE X OCCUR DAMAGE TO RENTED PREMISES (Ea occurrence) $ 100,000 MED EXP (Any one person) $ 5,000 PERSONAL & ADV INJURY $ 1,000,000 GEN'L X AGGREGATE POLICY OTHER: LIMIT APPLIES JEC PRO- T PER: LOC GENERAL AGGREGATE $ 5,000,000 PRODUCTS - COMP/OP AGG $ 1,000,000 $ _ _ AUTOMOBILE LIABILITY ANY AUTO OVVNEDONLY AUTO S HIRED AUTOS ONLY _ SCHEDULED AUTOS NON-OVVNED AUTOS ONLY COMBINED SINGLE LIMIT (Ea accident) $ BODILY INJURY (Per person) $ BODILY INJURY (Per accident) $ PROPERTY DAMAGE (Per accident) $ $ A X UMBRELLA LIAB EXCESS LIAB X OCCUR CLAIMS-MADE SE0-107926 4/1/2020 4/1/2021 EACH OCCURRENCE $ 1,000,000 AGGREGATE $ 1,000,000 DED RETENTION $ $ WORKERS COMPENSATION AND EMPLOYERS' LIABILITY ANYPROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBEREXCLUDED? (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below Y / N N/A ER PER STATUTE 0TH- EL. EACH ACCIDENT $ EL. DISEASE - EA EMPLOYEE $ EL. DISEASE - POLICY LIMIT $ It ' Crime BCCR-45002275-24 4/1/2020 4/1/2021 Crime Limit Deductible $100,000 $5,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) *30 days notice of cancellation will be given, except in the event of non-payment of premium, 10 days DNOC will be sent. Job: City of Carlsbad Regarding the above referenced General Liability policy, the Certificate Holder is named as Additional Insured, but only with respect to the negligent acts, errors or omissions of the Named Insured. CERTIFICATE HOLDER CANCELLATION © 1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD POLICY NUMBER: GLO-064817 COMMERCIAL GENERAL LIABILITY CG 20 26 04 13 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL !INSURED - DESIGNATED PERSON OR ORGANIZATION This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART SCHEDULE Name Of Additional Insured Person(s) Or Organization(s): ANY PERSON OR ORGANIZATION FROM WHOM YOU ARE REQUIRED BY WRITTEN CONTRACT OR AGREEMENT TO OBTAIN THIS ADDITIONAL INSURED DESIGNATION FROM US. Information required to complete this Schedule, if not shown above, will be shown in the Declarations. A. Section II — Who Is An Insured is amended to include as an additional insured the person(s) or organization(s) shown in the Schedule, but only with respect to liability for "bodily injury", "property damage" or "personal and advertising injury" caused, in whole or in part, by your acts or omissions or the acts or omissions of those acting on your behalf: 1. In the performance of your ongoing operations; or 2. In connection with your premises owned by or rented to you. However: 1. The insurance afforded to such additional insured only applies to the extent permitted by law; and 2. If coverage provided to the additional insured is required by a contract or agreement, the insurance afforded to such additional insured will not be broader than that which you are required by the contract or agreement to provide for such additional insured, B. With respect to the insurance afforded to these additional insureds, the following is added to Section III — Limits Of Insurance: If coverage provided to the additional insured is required by a contract or agreement, the most we will pay on behalf of the additional insured is the amount of insurance: 1. Required by the contract or agreement; or 2. Available under the applicable Limits of Insurance shown in the Declarations; whichever is less. This endorsement shall not increase the applicable Limits of Insurance shown in the Declarations. CG 20 26 04 13 © Insurance Services Office, Inc., 2012 Page 1 of 1 POLICY NUMBER: GLO-064817 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. PRIMARY AND NONCONTRIBUTORY — OTHER INSURANCE CONDITION This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART The following is added to the Other Insurance Condition and supersedes any provision to the contrary: Primary And Noncontributory Insurance This Insurance is primary to and will not seek contribution from any other insurance available to an additional insured under this policy provided that: (1) The additional insured Is a Named Insured under such other Insurance; and (2) You have agreed In writing in a contract or agreement prior to the injury or damage that this Insurance would be primary and would not seek contribution from any other Insurance available to the additional insured. However, the insurance provided under this endorsement will not apply beyond the extent required by such contract or agreement ALL OTHER TERMS AND CONDITIONS OF THIS POLICY REMAIN UNCHANGED. This endorsement forms a part of the Policy to which attached, effective on the Inception date of the Policy unless otherwise stated herein. (The following Information is required only when this endorsement is Issued subsequent to preparation of the Policy.) Endorsement effective 04/01/2020 Policy No. GLO 582810 Endorsement No, Named Insured Locator Services, Inc dba: Able Patrol & Guard Countersigned by CFSIC-GL-1002(10/2015) • i...- -.• ACGRE,e CERTIFICATE OV4.1511311ifflagfaURANCE L.---- DATE ININVDOMYTI 07;20/2020 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 POUCIES 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 ADDMONAL 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* INS PRODUCER BOB SEELOS, AGENT STATE FARM INSURANCE 5034 BONITA ROAD, SUITE 0 BONITA, CA 91902 BOB SEE PAX AellritiEL fail 619 475-5300 i :Ac j4i 619 475-6483 E-MAIL _ ADDRESS: hols_seetos .c44(§statefarm _corn PRODUCER St/STONER ID I INSU RENS) AFFORDING COVERAGE I NAM i RFD ABLE PATROL AND GUARD SERVICES, INC 4616 MISSION GORGE PLACE SAN DIEGO, CA 92120-4133 iNsuReR A State Farm Mutual Ammonite Insurance Company 25178 .. INSURER a • ihisuRER c , IN RER D • iNsuRER E INSURER F COVERAGES CERTIFICATE NUMBER: REVISION NU BER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN INDICATED. NOTWITHSTANDING ANY REQUIREMENT TERM OR CONDITION OF ANY CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY EXCLUSIONS AND CONDITIONS OF SUCH POLICIES_ LIMITS SHOWN MAY HAVE BEEN ISSUED TO CONTRACT THE POLICIES REDUCED BY POLICY EFF IMIAMBiTYYTI THE INSURED NAMED ABOVE FOR THE POLICY PERIOD OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, PAID CLAIMS. INSR APIA SOBR TYPE OF INSURANCE ! INSR YAM POUCY NUMBER POUCY EXP IMMAVENYTYY1 ' LIMITS ERA.L. LIABILITY ' — tArEqttiA._ !7.ENERAL IJABILITY I OCCUR — PE.Ii• LOC GENERAL LIABILITY POLICY EAC,I OCCURRENCE - DAMACE TO F.1,1TE0 MED OW lAnyone_elfs...xy!__, PERSON& A. ACAV /titItAY $ $ E 1 1 CLAIMSAIAZE ! ! NOT COVERED BY STATE FARM - ScN1... AGGREGATE 1_,MIT APPLIES I PCCICY ;Ert- [ P-i(:)T1-0C1 G - COMP,IIP AGC, 5 ! $ X X X X 1 AUTOMOBILE LIABILITY I 4,,,,,,,Auro 1 AL , OWNED AJIOS 1 SGREDUI Ei AiilOS I kii.ain AUTOS NON-OWNED AUTOS R17-2599-F11-5&D 07/1412020 07114/2020 07/14(2021 07/1412021 OCMDINED SING....E JMFI 2,D00.000 F 1 220 0340-A14-SSA n !-, IN y .„..„, NON-OWNED AUTOS INJuR 'Pr,' =twang: PROLERT Y DAMAGE IP& sedCwIt: S 1,,X 000 i--- i l umeacLLA um) ! EXCESS LIAO pc cuR CIAINISTAADI NOT APPLICABLE EACH OC-Ct HENCE S AGGREGATE DPEIL 7,115LE - $ c WO4NEFt3 COMPENSATION AND EmPLonaRist LIABILITY ANY PROI.RIE .1-OR:PA R INF Rai II uF F,L-E-4-14EMBILTi i:1)(T:L LiDT CT, Hdaruttatotv In P4111 0 ycs 71.11.cito ,,,,oaf ,...'?Fria. F,RMIC TINA hi,t-s,, ( N f A WORK COMP TORY tiyiysY NOT COVERED BY : ;, wt.; suo..1.. ! .--11 E _ EACH ACCIDENT T.: i ME E,._ DISEASE - EA EMPLOYEi- $ STATE FARM EtTEASE - POOCY t_ .II T 1 DESCRIPTION OF OPERATIONS ) LOCATIONS) VEHICLES (AlnActi ACORD 101, Additional Remarks ScheiSals, 0 ,rois. woes is rogiOnK1) City of CARLSBAD. its elected officials, officers. employees. agenIs and representatives are named as additional insurod. ALL LOCATIONS, ALL OPERATIONS CERTIFICATE HOLDER CANCELLATION CITY OF CARLSBAD 1635 FARADAY AVE CARLSBAD, CA 92008 7314 SHOULD ANY OF THE A ESCR - :4 P-- ciea BE CANCELLED BEFORE THE EXPIRATION DATE THE F, CE EIELNERED 04 ACCORDANCE yore THE POLICY PROVISIONS. _ AUTHORIZED REPRES A BOB SEELOS, AGENT FOR STATE FARM INSURANCE TO 1988- 2009 ACORD CORPORATION. All rights reserved. ACORD 25 (2009109) The ACORD name and logo are registered marks of ACORD 1001486 132849.4 02-11-2010 CITY OF CARLSBAD PARKS & RECREATION 799 PINE AVE CARLSBAD, CA 92008 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS, AUTHORIZED REPRESENTATIVE LOCASER-01 AARMAS Ai 1R 1I' DATE (MM/DDIYYYY) ki...------ CERTIFICATE OF LIABILITY INSURANCE 4/7/2020 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT Vickie Carlton Wateridge Insurance Services PHONE 10717 Sorrento Valley Road San Diego, CA 92121 E-MAIL NAME: (NC, No, Ext): (858) 200-3361 FAX (A/C, rio);(858) 200-3362 ADDRESS: vcarlton@wateridge.com INSURER(S) AFFORDING COVERAGE NAIC # INSURER A : State National Insurance 12831 INSURED INSURER B: Locator Services Inc dba: Able Patrol & Guard INSURER C : 4616 Mission Gorge Place INSURER D: San Diego, CA 92120 INSURER E: INSURER F : COVERAGES CERTIFICATE NUMBER: EVISION 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 VVITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLIC ES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE ADDL INSD SUBR WVD POLICY NUMBER POLICY EFF (MM/DD/YYYY1 POLICY EXP (MM/DD/YYYY1 LIMITS COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ CLAIMS-MADE OCCUR DAMAGE TO RENTED PREMISES (Ea occurrence) $ MED EXP (Any one person) $ PERSONAL & ADV INJURY $ GEN'L AGGREGATE POLICY OTHER: LIMIT APPLIES PRO- JECT PER: LOC GENERAL AGGREGATE $ PRODUCTS - COMP/OP AGG $ $ AUTOMOBILE LIABILITY ANY AUTO OWNED AUTOS ONLY HIRED AUTOS ONLY _ SCHEDULED AUTOS NON-OWNED AUTOS ONLY COMBINED SINGLE LIMIT (Ea accident) $ BODILY INJURY (Per person) $ BODILY INJURY (Per accident) $ PROPERTY DAMAGE (Per accident) $ $ UMBRELLA LIAB EXCESS LIAB OCCUR CLAIMS-MADE EACH OCCURRENCE $ AGGREGATE DED RETENTION $ $ A WORKERS-COMPENSATION AND EMPLOYERS' LIABILITY ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? (Mandatory in NH) Eyes, describe under DESCRIPTION OF OPERATIONS below Y / N 1 N / A NFA086863100 4/1/2020 4/1/2021 y_ "s PER STATUTE OTH- ER . EL EACH ACCIDENT 1,000,000 $ EL. DISEASE - EA EMPLOYEE 1,000,000 $ EL. DISEASE - POLICY LIMIT 1,000,000 $ DESCRIPTION OF OPERATIONS / LOCATIONS (VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is requi ed) CERTIFICATE HOLDER: CITY OF CARLSBAD, ITS OFFICIALS, EMPLOYEES & VOLUNTEERS CERTIFICATE HOLDER CANCELLATION ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD 8/5/2020 Crum & Forster Specialty Insurance Company - Company Profile - Best's Credit Rating Center Crum & Forster Specialty Insurance Company AMB #: 011123 NAIC #: 44520 FEIN #: 133545069 Administrative Office 305 Madison Avenue Morristown, New Jersey 07960 United States Web: www.cfins.com Phone: 973-490-6600 Fax: 973-490-6612 View Additional Address Information AM Best Rating Unit: AMB #: 018245 - Crum & Forster Insurance Group Assigned to insurance companies that have, in our opinion, an excellent ability to meet their ongoing insurance obligations. Enancial Sirangth Rating BE T A &collard View additional news, reports and products for this company. Based on AM Best's analysis, 058364 - Fairfax Financial Holdings Limited is the AMB Ultimate Parent and identifies the topmost entity of the corporate structure. View a list of operating insurance entities in this structure. Best's Credit Ratings Financial Strength Rating View Definition Rating: A (Excellent) Affiliation Code: r (Reinsured) Financial Size Category: XIII ($1.25 Billion to $1.5 Billion) Outlook: Stable Action: Affirmed Effective Date: July 10, 2020 Initial Rating Date: May 30, 1995 Long-Term Issuer Credit Rating View Definition ratings.ambest.com/CompanyProfile.aspx?ambnum=11123&URatingld=2999043&b1=0&AltSrc=1&PPP=&AltNum=0&Ext_User=&Ext_Misc=&Portal=0... 1/4 8/5/2020 Crum & Forster Specialty Insurance Company - Company Profile - Best's Credit Rating Center Long-Term: a Outlook: Stable Action: Affirmed Effective Date: July 10, 2020 Initial Rating Date: May 20, 2005 u Denotes Under Review Best's Rating Best's Credit Rating Analyst Rating Office: A.M. Best Rating Services, Inc. Senior Financial Analyst: Guy Simoes Senior Director: Carlos Wong-Fupuy Note: See the Disclosure information Form or Press Release below for the office and analyst at the time of the rating event. Disclosure Information Disclosure Information Form View AM Best's Rating Disclosure Form Press Release AM Best Affirms Credit Ratings of Fairfax Financial Holdings Limited and Its Core Subsidiaries July 10, 2020 Rating History AM Best has provided ratings & analysis on this company since 1995. Financial Strength Rating Effective Date Rating 7/10/2020 A 4/30/2019 A 2/28/2018 A 10/20/2016 A Long-Term Issuer Credit Rating ratings.ambest.com/CompanyProfile.aspx?ambnum=11123&URatingld=2999043&b1=0&AltSrc=1&PPP=&AltNum=0&Ext_User=&Ext_Misc=&Portal=0... 2/4 8/5/2020 Crum & Forster Specialty Insurance Company - Company Profile - Best's Credit Rating Center Effective Date Rating 7/10/2020 a 4/30/2019 a 2/28/2018 a 10/20/2016 a Best's Credit & Financial Reports Best's Credit Report - financial data included in Best's Credit Report reflects the data used in determining ' the current credit rating(s) for AM Best Rating Unit: AMB #: 018245 - Crum & Forster Insurance Group. Best's Credit Report - Archive - reports which were released prior to the current Best's Credit Report. Best's Financial Report - financial data included in Best's Financial Report reflects the most current data available to AM Best, including updated financial exhibits and additional company information, and is available to subscribers of Best's Insurance Reports. View additional news, reports and products for this company. Press Releases Date Title Jul 10, 2020 Apr 30, 2019 Feb 28, 2018 Oct 20, 2016 Jun 04, 2015 May 30, 2014 Oct 18, 2013 Mar 28, 2013 May 03, 2012 Feb 09, 2011 AM Best Affirms Credit Ratings of Fairfax Financial Holdings Limited and Its Core Subsidiaries AM Best Affirms Credit Ratings of Fairfax Financial Holdings Limited and Majority of Its Subsidiaries A.M. Best Affirms Credit Ratings of Fairfax Financial Holdings Limited and Majority of Its Subsidiaries A.M. Best Affirms Credit Ratings of Fairfax Financial Holdings Limited and Majority of Its Subsidiaries KM. Best Affirms Ratings of Fairfax Financial Holdings Limited and Majority of its Subsidiaries A.M. Best Affirms Ratings of Fairfax Financial Holdings Limited and Its Subsidiaries A.M. Best Removes Ratings of the Subsidiaries of American Safety Insurance Holdings, Ltd. From Under Review A.M. Best Affirms Ratings of Fairfax Financial Holdings Limited and Its Subsidiaries A.M. Best Affirms Ratings of Fairfax Financial Holdings Limited and Most of Its Operating Companies KM. Best Affirms Ratings of Fairfax Financial Holdings Limited's Canadian Property/Casualty Subsidiaries 1 2 3 Page size: 10 22 items in 3 pages Find a Best's Credit Rating ratings.ambest.com/CompanyProfile.aspx?ambnum=11123&URatingld=2999043&b1=0&AltSrc=1&PPP=8,AltNum=0&Ext_User=&Ext_Misc=&Portal=0... 3/4 8/5/2020 Enter a Company Name Advanced Search Crum & Forster Specialty Insurance Company - Company Profile - Best's Credit Rating Center Go How to Get a Best's Credit Rating Best's Credit Ratings Mobile App European Union Disclosures A.M. Best - Europe Rating Services Limited (AMBERS), a subsidiary of A.M. Best Rating Services, Inc., is an External Credit Assessment Institution (ECAI) in the European Union (EU). Therefore, Credit Ratings issued and endorsed by AMBERS may be used for regulatory purposes in the EU as per Directive 2006/48/EC. A.M. Best (EU) Rating Services B.V. (AMB-EU), a subsidiary of A.M. Best Rating Services, Inc., is an External Credit Assessment (ECAI) in the EU. Therefore, credit ratings issued and endorsed by AMB- EU may be used for regulatory purposes in the EU as per Directive 2006/48/EC. Australian Disclosures A.M. Best Asia-Pacific Limited (AMBAP), Australian Registered Body Number (ARBN No.150375287), is a limited liability company incorporated and domiciled in Hong Kong. AMBAP is a wholesale Australian Financial Services (AFS) Licence holder (AFS No. 411055) under the Corporations Act 2001. Credit ratings emanating from AMBAP are not intended for and must not be distributed to any person in Australia other than a wholesale client as defined in Chapter 7 of the Corporations Act. AMBAP does not authorize its Credit Ratings to be disseminated by a third-party in a manner that could reasonably be regarded as being intended to influence a retail client in making a decision in relation to a particular product or class of financial product. AMBAP Credit Ratings are intended for wholesale clients only, as defined. Credit Ratings determined and disseminated by AMBAP are the opinion of AMBAP only and not any specific credit analyst. AMBAP Credit Ratings are statements of opinion and not statements of fact. They are not recommendations to buy, hold or sell any securities or any other form of financial product, including insurance policies and are not a recommendation to be used to make investment /purchasing decisions. Important Notice: AM Best's Credit Ratings are independent and objective opinions, not statements of fact. AM Best is not an Investment Advisor, does not offer investment advice of any kind, nor does the company or its Ratings Analysts offer any form of structuring or financial advice. AM Best's credit opinions are not recommendations to buy, sell or hold securities, or to make any other investment decisions. For additional information regarding the use and limitations of credit rating opinions, as well as the rating process, information requirements and other rating related terms and definitions, please view Guide to Best's Credit Ratings. About Us I Careers I Contact I Events I Offices I Press Releases I Social Media I Legal & Licensing I Privacy I Security I Site Map I Terms of Use Regulatory Affairs - Form NRSRO - Code of Conduct - Rating Methodology - Historical Performance Data Copyright © 2020 A.M. Best Company, Inc. and/or its affiliates ALL RIGHTS RESERVED. ratings.ambest.com/CompanyProfile.aspx?ambnum=11123&URatingld=2999043&b1=0&AltSrc=1&PPP=&AltNum=0&Ext_User=&Ext_Misc=&Portal=0... 4/4 8/5/2020 Berkley Regional Insurance Company - Company Profile - Best's Credit Rating Center Berkley Regional Insurance Company AMB #: 011945 NAIC #: 29580 FEIN #: 431432586 Mailing Address P.O. Box 9190 Des Moines, Iowa 50306-9190 United States Web: vvww.wrberkley.com Phone: 800-343-0592 Fax: 630-210-0377 View Additional Address Information AM Best Rating Unit: AMB #: 058496 - W. R. Berkley Corporation Assigned to insurance companies that have, in our opinion, a superior ability to meet their ongoing insurance obligations. Enancial Strength Rating BERT A+ Superior View additional news, reports and products for this company. Based on AM Best's analysis, 058496 - W. R. Berkley Corporation is the AMB Ultimate Parent and identifies the topmost entity of the corporate structure. View a list of operating insurance entities in this structure. Best's Credit Ratings Financial Strength Rating View Definition Rating: A+ (Superior) Affiliation Code: r (Reinsured) Financial Size Category: XV ($2 Billion or greater) Outlook: Stable Action: Affirmed Effective Date: May 19, 2020 Initial Rating Date: April 14, 1997 Long-Term Issuer Credit Rating View Definition ratings.ambest.com/SearchResults.aspx?URatingld=2999043&b1=0&AltSrc=1&PPP=&AltNum=0&Ext_User=&Ext_Misc=&Portal=0&Site= 1/5 8/5/2020 Berkley Regional Insurance Company - Company Profile - Best's Credit Rating Center Long-Term: aa- Outlook: Stable Action: Affirmed Effective Date: May 19, 2020 Initial Rating Date: June 22, 2005 u Denotes Under Review Bests Rating Best's Credit Rating Analyst Rating Office: A.M. Best Rating Services, Inc. Financial Analyst: Ana Daley Director: Jennifer Marshall, CPCU, ARM Note: See the Disclosure information Form or Press Release below for the office and analyst at the time of the rating event. Disclosure Information Disclosure Information Form View AM Best's Rating Disclosure Form Press Release AM Best Affirms Credit Ratings of W. R. Berkley Corporation and Its Subsidiaries May 19, 2020 Rating History AM Best has provided ratings & analysis on this company since 1997. Financial Strength Rating Effective Date Rating 5/19/2020 A+ 5/10/2019 A+ 5/24/2018 A+ 5/25/2017 A+ 2/26/2016 A+ ratings.ambest.com/SearchResults.aspx?URatingld=2999043&b1=0&AltSrc=1&PPP=&AltNum=0&Ext_User=&Ext_Misc=&Portal=0&Site= 2/5 8/5/2020 Berkley Regional Insurance Company - Company Profile - Best's Credit Rating Center Long-Term Issuer Credit Rating Effective Date Rating 5/19/2020 aa- 5/10/2019 aa- 5/24/2018 aa- 5/25/2017 aa- 2/26/2016 aa- Best's Credit & Financial Reports Best's Credit Report - financial data included in Best's Credit Report reflects the data used in determining the current credit rating(s) for AM Best Rating Unit: AMB #: 058496 - W. R. Berkley Corporation. Best's Credit Report - Archive - reports which were released prior to the current Best's Credit Report. Best's Financial Report - financial data included in Best's Financial Report reflects the most current data 7 available to AM Best, including updated financial exhibits and additional company information, and is available to subscribers of Best's Insurance Reports. View additional news, reports and products for this company. ratings.ambest.com/SearchResults.aspx?URatingld=2999043&b1=0&AltSrc=1&PPP=8,AltNum=08,Ext_User=&Ext_Misc-=&Portal=08,Site= 3/5 8/5/2020 Berkley Regional Insurance Company - Company Profile - Best's Credit Rating Center Press Releases Date Title May 19, 2020 May 10, 2019 May 24, 2018 May 25, 2017 Feb 26, 2016 Jan 22, 2015 Dec 13, 2013 May 09, 2013 Dec 14, 2012 Oct 25, 2011 AM Best Affirms Credit Ratings of W. R. Berkley Corporation and Its Subsidiaries AM Best Affirms Credit Ratings of W. R. Berkley Corporation and Its Subsidiaries A.M. Best Affirms Credit Ratings of W.R. Berkley Corporation and Its Subsidiaries A.M. Best Affirms Credit Ratings of W. R. Berkley Corporation and Most Subsidiaries A.M. Best Affirms Ratings of W.R. Berkley Corporation and Its Subsidiaries; Assigns Rating to Subordinated Debentures A.M. Best Affirms Ratings for W. R. Berkley Corporation and its Subsidiaries A.M. Best Affirms Ratings of W. R. Berkley Corporation and Its Subsidiaries A.M. Best Affirms Ratings of W. R. Berkley Corporation and Its Subsidiaries; Assigns Rating to Subordinated Debentures A.M. Best Affirms Ratings of W. R. Berkley Corporation and Its Subsidiaries A.M. Best Affirms Ratings of W. R. Berkley Corporation and Its Subsidiaries 1 2 Page size: 10 20 items in 2 pages Find a Best's Credit Rating Enter a Company Name Advanced Search Go How to Get a Best's Credit Rating Bests Credit Ratings Mobile App European Union Disclosures A.M. Best - Europe Rating Services Limited (AMBERS), a subsidiary of A.M. 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Credit ratings emanating from AMBAP are not intended for and must not be distributed to any person in Australia other than a wholesale client as defined in Chapter 7 of the Corporations Act. AMBAP does not authorize its Credit Ratings to be disseminated by a third-party in a manner that could reasonably be regarded as being intended to influence a retail client in making a decision in relation to a particular product or class of financial product. AMBAP Credit Ratings are intended for wholesale clients only, as defined. ratings.ambest.com/SearchResults.aspx?URatingld=2999043&b1=0&AltSrc=1&PPP=&AltNum=0&Ext_User=&Ext_Misc=&Portal=0&Site= 4/5 8/5/2020 Berkley Regional Insurance Company - Company Profile - Best's Credit Rating Center Credit Ratings determined and disseminated by AMBAP are the opinion of AMBAP only and not any specific credit analyst. AMBAP Credit Ratings are statements of opinion and not statements of fact. They are not recommendations to buy, hold or sell any securities or any other form of financial product, including insurance policies and are not a recommendation to be used to make investment /purchasing decisions. Important Notice: AM Best's Credit Ratings are independent and objective opinions, not statements of fact. AM Best is not an Investment Advisor, does not offer investment advice of any kind, nor does the company or its Ratings Analysts offer any form of structuring or financial advice. AM Best's credit opinions are not recommendations to buy, sell or hold securities, or to make any other investment decisions. For additional information regarding the use and limitations of credit rating opinions, as well as the rating process, information requirements and other rating related terms and definitions, please view Guide to Best's Credit Ratings. About Us I Careers I Contact I Events I Offices I Press Releases I Social Media I Legal & Licensing I Privacy I Security I Site Map Terms of Use Regulatory Affairs - Form NRSRO - Code of Conduct - Rating Methodology - Historical Performance Data Copyright © 2020 A.M. Best Company, Inc. and/or its affiliates ALL RIGHTS RESERVED. ratings.ambest.com/SearchResults.aspx?URatingld=2999043&b1=0&AltSrc=1&PPP=&AltNum=0&Ext_User=&Ext_Misc=&Portal=0&Site= 5/5 8/5/2020 State Farm Mutual Automobile Insurance Company - Company Profile - Bests Credit Rating Center State Farm Mutual Automobile Insurance Company AMB #: 002479 NAIC #: 25178 FEIN #: 370533100 Domiciliary Address One State Farm Plaza Bloomington, Illinois 61710 United States Web: www.statefarm.com Phone: 309-766-2311 Fax: 309-766-4655 AM Best Rating Unit: AMB #: 000088 - State Farm Group Assigned to insurance companies that have, in our opinion, a superior ability to meet their Financial Slaangth Rating ongoing insurance obligations. A Superior View additional news, reports and products for this company. Based on AM Best's analysis, 002479 - State Farm Mutual Automobile Ins Co is the AMB Ultimate Parent and identifies the topmost entity of the corporate structure. View a list of operating insurance entities in this structure. Best's Credit Ratings Financial Strength Rating View Definition Rating: A++ (Superior) Financial Size Category: XV ($2 Billion or greater) Outlook: Stable Action: Affirmed Effective Date: July 24, 2019 Initial Rating Date: June 30, 1927 Long-Term Issuer Credit Rating View Definition Long-Term: aa+ ratings.ambest.com/SearchResults.aspx?URatingid=2999043&b1=0&AltSrc=1&PPP=&AltNum=0&Ext_User=&Ext_Misc=&Portal=0&Site= 1/5 8/5/2020 State Farm Mutual Automobile Insurance Company - Company Profile - Best's Credit Rating Center Outlook: Stable Action: Affirmed Effective Date: July 24, 2019 Initial Rating Date: June 11, 2007 u Denotes Under Review Bests Rating Best's Credit Rating Analyst Rating Office: A.M. Best Rating Services, Inc. Associate Director: Gregory Dickerson Director: Raymond Thomson, CPCU, ARe, ARM Note: See the Disclosure information Form or Press Release below for the office and analyst at the time of the rating event. Disclosure Information Disclosure Information Form View AM Best's Rating Disclosure Form Press Release AM Best Affirms Credit Ratings of State Farm Mutual Automobile Insurance Company; Takes Various Rating Actions on Subsidiaries July 24, 2019 Rating History AM Best has provided ratings & analysis on this company since 1927. Financial Strength Rating Effective Date Rating 7/24/2019 A++ 7/12/2018 A++ 7/14/2017 A++ 6/16/2016 A++ 5/29/2015 A++ ratings.ambest.com/SearchResults.aspx2URatingld=2999043&b1=0&AltSrc=1&PPP=&AltNum=0&Ext_User=&Ext_Misc=&Portal=0&Site= 2/5 8/5/2020 State Farm Mutual Automobile Insurance Company - Company Profile - Best's Credit Rating Center Long-Term Issuer Credit Rating Effective Date Rating 7/24/2019 aa+ 7/12/2018 aa+ 7/14/2017 aa+ 6/16/2016 aa+ 5/29/2015 aa+ Related Financial and Analytical Data The following links provide access to related data records that AM Best utilizes to provide financial and analytical data on a consolidated or branch basis. AMB # Company Name Company Description 000088 State Farm Group Represents the AM Best Consolidated financials for the Property/Casualty (G) business of this legal entity. Rating Unit 019754 State Farm Group Represents Property/Casualty business of this legal entity. (CS) 070126 State Farm Life Represents the AM Best Consolidated financials for the Life, Annuity, and Group (G) Accident business of this legal entity. Rating Unit Best's Credit & Financial Reports Best's Credit Report - financial data included in Best's Credit Report reflects the data used in determining the current credit rating(s) for AM Best Rating Unit: AMB #: 000088 - State Farm Group. Best's Credit Report - Archive - reports which were released prior to the current Best's Credit Report. Best's Financial Report - financial data included in Best's Financial Report reflects the most current data r available to AM Best, including updated financial exhibits and additional company information, and is available to subscribers of Best's Insurance Reports. View additional news, reports and products for this company. ratings.ambest.com/SearchResults.aspx?URatingld=2999043&b1=08,AltSrc=1&PPP=&AltNum=0&Ext_User=8,Ext_Misc=&Portal=-08,Site= 3/5 8/5/2020 State Farm Mutual Automobile Insurance Company - Company Profile - Best's Credit Rating Center Press Releases Date Title May 13, 2020 Jul 24, 2019 Mar 22, 2019 Oct 31, 2018 Jul 12, 2018 Aug 28, 2017 Jul 14, 2017 Aug 31, 2016 Jul 15, 2016 Jun 16, 2016 AM Best Affirms Credit Ratings of Top Layer Reinsurance Ltd. AM Best Affirms Credit Ratings of State Farm Mutual Automobile Insurance Company; Takes Various Rating Actions on Subsidiaries AM Best Affirms Credit Ratings of Top Layer Reinsurance Ltd. A.M. Best Upgrades Issuer Credit Rating of State Farm Florida Insurance Company A.M. Best Affirms Credit Ratings of State Farm Mutual Automobile Insurance Company and Its Subsidiaries A.M. Best Assigns Credit Ratings to HiRoad Assurance Company A.M. Best Upgrades Credit Ratings of State Farm Lloyds; Affirms Credit Ratings of State Farm Mutual and Other P/C Subsidiaries A.M. Best Upgrades Ratings of State Farm Florida Insurance Company A.M. Best Affirms Ratings of State Farm Life Insurance Company and State Farm Life and Accident Assurance Company A.M. Best Upgrades Ratings of State Farm Fire & Casualty Co.; Affirms Ratings of State Farm , 1 2 3 4 5 Page size: 10 42 items in 5 pages Find a Best's Credit Rating Enter a Company Name Advanced Search Go How to Get a Best's Credit Rating Best's Credit Ratings Mobile App European Union Disclosures A.M. Best - Europe Rating Services Limited (AMBERS), a subsidiary of A.M. Best Rating Services, Inc., is an External Credit Assessment Institution (ECAI) in the European Union (EU). Therefore, Credit Ratings issued and endorsed by AMBERS may be used for regulatory purposes in the EU as per Directive 2006/48/EC. A.M. Best (EU) Rating Services B.V. (AMB-EU), a subsidiary of A.M. Best Rating Services, Inc., is an External Credit Assessment (ECAI) in the EU. Therefore, credit ratings issued and endorsed by AMB- EU may be used for regulatory purposes in the EU as per Directive 2006/48/EC. Australian Disclosures A.M. Best Asia-Pacific Limited (AMBAP), Australian Registered Body Number (ARBN No.150375287), is a limited liability company incorporated and domiciled in Hong Kong. AMBAP is a wholesale Australian Financial Services (AFS) Licence holder (AFS No. 411055) under the Corporations Act 2001. Credit ratings emanating from AMBAP are not intended for and must not be distributed to any person in Australia other than a wholesale client as defined in Chapter 7 of the Corporations Act. AMBAP does not authorize its Credit Ratings to be disseminated by a third-party in a manner that could reasonably be regarded as being intended to influence a retail client in making a decision in relation to a particular product or class of financial product. AMBAP Credit Ratings are intended for wholesale clients only, as defined. ratings.ambest.com/SearchResults.aspx?URatingld=2999043&b1=0&AltSrc=1&PPP=&AltNum=0&Ext_User=&Ext_Misc=&Portal=0&Site= 4/5 8/5/2020 State Farm Mutual Automobile Insurance Company - Company Profile - Best's Credit Rating Center Credit Ratings determined and disseminated by AMBAP are the opinion of AMBAP only and not any specific credit analyst. AMBAP Credit Ratings are statements of opinion and not statements of fact. They are not recommendations to buy, hold or sell any securities or any other form of financial product, including insurance policies and are not a recommendation to be used to make investment /purchasing decisions. Important Notice: AM Best's Credit Ratings are independent and objective opinions, not statements of fact. AM Best is not an Investment Advisor, does not offer investment advice of any kind, nor does the company or its Ratings Analysts offer any form of structuring or financial advice. AM Best's credit opinions are not recommendations to buy, sell or hold securities, or to make any other investment decisions. For additional information regarding the use and limitations of credit rating opinions, as well as the rating process, information requirements and other rating related terms and definitions, please view Guide to Best's Credit Ratings. About Us I Careers I Contact I Events I Offices I Press Releases I Social Media I Legal & Licensing I Privacy I Security I Site Map I Terms of Use Regulatory Affairs - Form NRSRO - Code of Conduct - Rating Methodology - Historical Performance Data Copyright @ 2020 A.M. Best Company, Inc. and/or its affiliates ALL RIGHTS RESERVED. ratings.ambest.com/SearchResults.aspx?URatingld=2999043&b1=0&AltSrc=1&PPP=&AltNum=0&Ext_User=&Ext_Misc=&Portal=0&Site= 5/5