HomeMy WebLinkAboutKleinfelder Inc; 2021-11-30; PSA22-1645CA30thNovember
(Attachment T)
DocuSign Envelope ID: 5B0BF500-F0EA--4F73-BF63-AF9A7F593DF4
PSA22-1645CA
MASTER AGREEMENT FOR WATER/ RECYCLED WATER ENGINEERING SERVICES
KLEINFELDER, INC.
THIS AGREEMENT is made and entered into as of the ______ day of
_________ , 2021, by and between the Carlsbad Municipal Water District, a Public
Agency organized under the Municipal Water Act of 1911, and a Subsidiary District of the City of
Carlsbad, hereinafter referred to as "CMWD", and Kleinfelder, Inc., a California corporation,
hereinafter referred to as "Contractor."
RECITALS
A. CMWD requires the professional services of a consulting firm that is experienced
in the water and recycled water engineering field.
B. The professional services are required on a non-exclusive, project-by-project
basis.
C. Contractor has the necessary experience in providing professional services and
advice related to water and recycled water engineering services.
D. Contractor has submitted a proposal to CMWD under Request for Qualifications
(RFQ) No . 21-1449CA and has affirmed its willingness and ability to perform such work.
NOW, THEREFORE, in consideration of these recitals and the mutual covenants
contained herein, CMWD and Contractor agree as follows:
1. SCOPE OF WORK
CMWD 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.
Contractor's obligations with respect to any project granted to Contractor under this Agreement
will be as specified in the Task Description for the project (see paragraph 5 below).
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 three (3) years from December 1, 2021 ,
through November 30, 2024. The Executive Manager of CMWD ("Executive Manager") may
amend the Agreement to extend it for one (1) additional one (1) year periods or parts thereof.
Extensions will be based upon a satisfactory review of Contractor's performance, CMWD needs,
and appropriation of funds by the CMWD Board of Directors. The parties will prepare a written
amendment indicating the effective date and length of the extended Agreement.
4. PROGRESS AND COMPLETION
The work for any project granted to Contractor pursuant to this Agreement will begin within ten
(10) days after receipt of notification to proceed by CMWD and be completed within the time
specified in the Task Description for the project (see paragraph 5 below). Extensions of time for
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a specific Task Description may be granted if requested by Contractor and agreed to in writing by
the Executive Manager (or designee) or General Manager of CMWD as authorized by the
Executive Manager ("General Manager"). The Executive Manager (or designee) or General
Manager will give allowance for documented and substantiated unforeseeable and unavoidable
delays not caused by a lack of foresight on the part of Contractor, or delays caused by CMWD
inaction or other agencies' lack of timely action. In no event shall a specific Task Description
exceed the term of this Agreement.
5. COMPENSATION
The cumulative total for all projects allowed pursuant to this Ag reement will not exceed three
hundred .thousand dollars ($300,000) per agreement year. Fees will be paid on a project-by-
project basis and will be based on Contractor's Schedule of Rates specified in Exhibit "A". Prior
to initiation of any project work by Contractor, CMWD shall prepare a Project Task Description
and Fee Allotment (the "Task Description") which, upon signature by Contractor and for CMWD,
the Executive Manager (or designee) or General Manager, will be considered a part of this
Agreement. The Task Description will include a detailed scope of services for the particular project
being considered and a statement of Contractor's fee to complete the project in accordance with
the specified scope of services. The Task Description will also include a description of the method
of payment and will be based upon an hourly rate, percentage of project complete, completion of
specific project tasks or a combination thereof.
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 CMWD. Contractor will
be under control of CMWD only as to the result to be accomplished, but will consult with CMWD
as necessary. The persons used by Contractor to provide services under this Agreement will not
be considered employees of CMWD for any purposes.
The payment made to Contractor pursuant to the Agreement will be the full and complete
compensation to which Contractor is entitled. CMWD will not make any federal or state tax
withholdings on behalf of Contractor or its agents, employees or subcontractors. CMWD 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 CMWD
and the City of Carlsbad within thirty (30) days for any tax, retirement contribution, social security,
overtime payment, unemployment payment or workers' compensation payment which CMWD
may be required to make on behalf of Contractor or any agent, employee, or subcontractor of
Contractor for work done under this Agreement. At CMWD's election, CMWD 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
CMWD. If Contractor subcontracts any of the Services, Contractor will be fully responsible to
CMWD 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 CMWD. 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 CMWD.
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8. OTHER CONTRACTORS
CMWD reserves the right to employ other Contractors in connection with the Services.
9. INDEMNIFICATION
Contractor agrees to indemnify and hold harmless CMWD and the City of Carlsbad 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 willful misconduct or negligent act or omission 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 CMWD or the
City of Carlsbad incurs or makes to or on behalf of an injured employee under CMWD'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.
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 th e 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-:VII"; 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 Coverages and Limits. Contractor will maintain the types of coverages and minimum limits
indicated below, unless the Risk Manager or Executive Manager for CMWD approves a lower
amount. These minimum amounts of coverage will not constitute any limitations or cap on
Contractor's indemnification obligations under this Agreement. CMWD, 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 CMWD 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 projecUlocation 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 CMWD). $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 CMWD's satisfaction, a declaration stating this.
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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 CMWD will be named as an additional insured on 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 CMWD sent
by certified mail pursuant to the Notice provisions of this Agreement.
10.3 Providing Certificates of Insurance and Endorsements. Prior to CMWD's execution of
this Agreement, Contractor will furnish certificates of insurance and endorsements to CMWD.
10 .4 Failure to Maintain Coverage. If Contractor fails to maintain any of these insurance
coverages, then CMWD 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 CMWD to obtain or
maintain insurance and CMWD 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. CMWD reserves the right to require, at anytime,
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 CMWD
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 CMWD. 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 CMWD. Contractor will have the right to make one ( 1) copy
of the work product for Contractor's records.
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14. COPYRIGHTS
Contractor agrees that all copyrights that arise from the services will be vested in CMWD and
Contractor relinquishes all claims to the copyrights in favor of CMWD.
15. NOTICES
The name of the persons who are authorized to give written notice or to receive written notice on
behalf of CMWD and on behalf of Contractor under this Agreement.
For CMWD:
Name Eleida Felix Yackel
Title Senior Contract Administrator
Dept Public Works
Carlsbad Municipal Water District
Address 1635 Faraday Avenue
Carlsbad, CA 92008
Phone 760-602-2767
For Contractor:
Name Kathy Haynes
Title PE, Project Manager
Address 770 First Avenue, Suite 400 ------~-------
Phone
Mobile
Email
San Diego, CA 92101
619-831-4600
858-7 40-1779
khaynes@kleinfelder.com
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.
YesQ9 NoO
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 CMWD 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
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both parties. The representative rece1v1ng the letter will reply to the letter along with a
recommended 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
Executive Manager. The Executive 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 Executive 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, CMWD may
terminate th is Agreement for nonperformance by notifying Contractor by certified mail of the
termination. If CMWD decides to abandon or indefinitely postpone the work or services
contemplated by this Agreement, CMWD 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 CMWD and all work in progress to CMWD address contained in this
Agreement. CMWD will make a determination of fact based upon the work product delivered to
CMWD and of the percentage of work that Contractor has performed which is usable and of worth
to CMWD in having the Agreement completed. Based upon that find ing CMWD will determine the
final payment of the Agreement.
Either party upon tendering thirty (30) days written notice to the other party may term inate this
Agreement. In th is event and upon request of CMWD, Contractor will assemble the work product
and put it in order for proper filing and closing and deliver it to CMWD. 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. CMWD 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, CMWD 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 CMWD 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 CMWD, 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 fa lse claims made
with deliberate ignorance of the false information or in reckless disregard of the truth or falsity of
information. If CMWD 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
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grounds for City to terminate this Agreement.
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 CMWD 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 CMWD, 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.
26. PUBLIC AGENCY CLAUSE
Contractor agrees that any public agency as defined by Cal. Gov. Code section 6500, if authorized
by its governing body, shall have the option to participate in this contract at the same prices,
terms, and conditions. If another public agency chooses to participate, the term shall be for the
term of th is contract, and shall be contingent upon Contractor's acceptance. Participating public
agencies shall be solely responsible for the placing of orders, arranging for delivery and/or
services, and making payments to the Contractor. The City of Carlsbad and Carlsbad Municipal
Water District shall not be liable, or responsible, for any obligations, including but not limited to
financial responsibility, in connection with participation by another public agency.
Ill
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Ill
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EXHIBIT "A"
SCOPE OF SERVICES
Perform a variety of water and recycled water engineering tasks as outlined in individual Project
Task Description & Fee Allotments (PTD&FA) related to the following:
A. Design of Pipelines, Pump Stations, Pressure Reducing Stations, Surge Protection
Systems, Tanks and Reservoirs
B. Pipeline Rehabilitation
C. Electrical Upgrades and Optimization Studies for Pump Stations
D. Water Loss Evaluation
E. Recycled Water System Design and Retrofits
F. Backflow Prevention Program Support
G. Constructability Review ·
H. Regulatory Agency Compliance Support/ Reports/ Studies
I. Dam Instrumentation Monitoring/ Dam Improvements/ Emergency Action Plans
Requests for work not listed above must be contracted under separate agreement.
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Due Date: May28, 2021
EXHIBIT B -MASTER AGREEMENT RATE SCHEDULE FOR CATEGORIES:
19. Wastewater Engineering
22. Water/ Recycled Water Engineering
Prices valid through Term of Agreement
STAFF
NAME TITLE HOURLY RATE --
1. Simon Wong Pri ncipa I-in-Charge $279.00
2. Kathy Haynes Senior Principal Engineer $269.00
3. Ed Matthews Senior Principal Engineer $269.00
4. Sava Nedic Senior Principal Engineer $269.00
5. Eric Ng Senior Principal Engineer $269.00
6. Nick Fontaine Project Manager $232.00
7. Bryan Webb Project Manager $232.00
8. Jeff Woon Principal Engineer I $225.00
9. Rachel Norris Principal Engineer I $225.00
10. Art Garcia Principal Engineer II $216.00
11. Mike Sanders Principal Engineer II $216.00
12. Vanessa Welsh Principa l Engineer II $216.00
13. Trevor Shackelford Senior Engineer $195.00
14. Andy Nguyen Project Engineer $185.00
15. Aliza Danker Associate Engineer $160.00
16. Denise Garcia Assistant Engineer $132.00
17. Janet Patay Sr. CADD Technician $155.00
18. Laura Anderson Project Administrator $98.00
SUB-CONSULTANTS
NAME[FIRM TITLE HOURLY RATE
1. Kleinfelder Construction Services Principal Project Engineer $225
PUBUC WORKS -REQUEST FOR QLlAlff!CAT!ONS#F!FQZ1-1449CA
2021 Master Agreement Consultant Services 20
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2. R.F. Yeager Engineering Principal Engineer $180.00
3. R.F. Yeager Engineering Senior Project Manager $175.00
4. R.F. Yeager Engineering Administrator $105.00
5. R.F. Yeager Engineering Sr. CADD Technician $120.00
6. Gerry Green Inc. Principal Engineer $230.00
7. Gerry Green Inc. Project Engineer $180.00
8. Gerry Green Inc. Technician/ Drafter $115.00
9. Right of Way Engineering Licensed Land Surveyor $160.00
10. Right of Way Engineering Survey Supervisor $140.00
11. Right of Way Engineering Field Survey (Prevailing wage) $225.00
12. Right of Way Engineering Survey Technician $155.00
13. Right of Way Engineering Field survey, control and large $385.00
boundary (prevailing wage)
EXPENSES
DESCRIPTION COST % MARKUP
1. Mileage $0.56 / mile 0%
2. All other Costs At Cost 10%
PUBLIC WORKS -REQUEST FOR QUAUFICAT!ONS#RFQ21-1449CA
2021 Master Agreement Consultant Services 20
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Additional Insured -Automatic -Owners, Lessees Or
Contractors
ZURICH ·~
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
Policy No. GLO 6124594-00 I Effective Date: 04/01/2021
This endorsement modifies insurance provided under the:
Commercial General Liability Coverage Part
A. Section II -Who Is An Insured is amended to include as an additional insured any person or organization whom you
are required to add as an additional insured under a written contract or written agreement executed by you, but only
with respect to liability for "bodily injury", "property damage" or "personal and advertising injury" and subject to the
following:
1. If such written contract or written agreement specifically requires that you provide that the person or organization
be named as an additional insured under one or both of the following endorsements:
a. The Insurance Services Office (ISO) ISO CG 20 10 (10/01 edition); or
b. The ISO CG 20 37 (10/01 edition),
such person or organization is then an additional insured with respect to such endorsement(s), but only to the
extent that "bodily injury", "property damage" or "personal and advertising injury" arises out of:
(1) Your ongoing operations, with respect to Paragraph 1.a. above; or
(2) "Your work", with respect to Paragraph 1.b. above,
which is the subject of the written contract or written agreement.
However, solely with respect to this Paragraph 1., insurance afforded to such additional insured:
(a) Only applies if the "bodily injury", "property damage" or "personal and advertising injury" offense
occurs during the policy period and subsequent to your execution of the written contract or written
agreement; and
(b) Does not apply to "bodily injury" or "property damage" caused by "your work" and included within the
"products-completed operations hazard" unless the written contract or written agreement specifically
requires that you provide such coverage to such additional insured.
2. If such written contract or written agreement specifically requires that you provide that the person or organization
be named as an additional insured under one or both of the following endorsements:
a. The Insurance Services Office (ISO) ISO CG 20 10 (07/04 edition); or
b. The ISO CG 20 37 (07/04 edition),
such person or organization is then an additional insured with respect to such endorsement(s), but only to the
extent that "bodily injury", "property damage" or "personal and advertising injury" is caused, in whole or in part, by:
(1) Your acts or omissions; or
(2) The acts or omissions of those acting on your behalf,
Includes copyrighted material of Insurance Services Office, Inc., with its permission.
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in the performance of:
(a) Your ongoing operations, with respect to Paragraph 2.a. above; or
(b) "Your work" and included in the "products-completed operations hazard", with respect to Paragraph
2.b. above,
which is the subject of the written contract or written agreement.
However, solely with respect to this Paragraph 2., insurance afforded to such additional insured:
(i) Only applies if the "bodily injury", "property damage" or "personal and advertising injury" offense
occurs during the policy period and subsequent to your execution of the written contract or written
agreement; and
(ii) Does not apply to "bodily injury" or "property damage" caused by "your work" and included within
the "products-completed operations hazard" unless the written contract or written agreement
specifically requires that you provide such coverage to such additional insured.
3. If neither Paragraph 1. nor Paragraph 2. above apply and such written contract or written agreement requires that
you provide that the person or organization be named as an additional insured:
a. Under the ISO CG 20 10 (04/13 edition, any subsequent edition or if no edition date is specified); or
b. With respect to ongoing operations (if no form is specified),
such person or organization is then an additional insured only to the extent that "bodily injury", "property damage"
or "personal and advertising injury" is caused, in whole or in part by:
(1) Your acts or omissions; or
(2) The acts or omissions of those acting on your behalf,
in the performance of your ongoing operations, which is the subject of the written contract or written
agreement.
However, solely with respect to this Paragraph 3., insurance afforded to such additional insured:
(a) Only applies to the extent permitted by law;
(b) Will not be broader than that which you are required by the written contract or written agreement to
provide for such additional insured; and
(c) Only applies if the "bodily injury", "property damage" or "personal and advertising injury" offense
occurs during the policy period and subsequent to your execution of the written contract or written
agreement.
4. If neither Paragraph 1. nor Paragraph 2. above apply and such written contract or written agreement requires that
you provide that the person or organization be named as an additional insured:
a. Under the ISO CG 20 37 (04/13 edition, any subsequent edition or if no edition date is specified); or
b. With respect to the "products-completed operations hazard" (if no form is specified},
such person or organization is then an additional insured only to the extent that "bodily injury" or "property
damage" is caused, in whole or in part by "your work" and included in the "products-completed operations
hazard", which is the subject of the written contract or written agreement.
However, solely with respect to this Paragraph 4., insurance afforded to such additional insured:
(1) Only applies to the extent permitted by law;
(2) Will not be broader than that which you are required by the written contract or written agreement to
provide for such additional insured;
(3) Only applies if the "bodily injury" or "property damage" occurs during the policy period and subsequent to
your execution of the written contract or written agreement; and
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(4) Does not apply to "bodily injury" or "property damage" caused by "your work" and included within the
"products-completed operations hazard" unless the written contract or written agreement specifically
requires that you provide such coverage to such additional insured.
B. Solely with respect to the insurance afforded to any additional insured referenced in Section A. of this endorsement,
the following additional exclusion applies:
This insurance does not apply to "bodily injury", "property damage" or "personal and advertising injury" arising out of
the rendering of, or failure to render, any professional architectural, engineering or surveying services including:
1. The preparing, approving or failing to prepare or approve maps, shop drawings, opinions, reports, surveys, field
orders, change orders or drawings and specifications; or
2. Supervisory, inspection, architectural or engineering activities.
This exclusion applies even if the claims against any insured allege negligence or other wrongdoing in the
supervision, hiring, employment, training or monitoring of others by that insured, if the "occurrence" which caused the
"bodily injury" or "property damage", or the offense which caused the "personal and advertising injury", involved the
rendering of or the failure to render any professional architectural, engineering or surveying services.
C. Solely with respect to the coverage provided by this endorsement, the following is added to Paragraph 2. Duties In
The Event Of Occurrence, Offense, Claim Or Suit of Section IV -Commercial General Liability Conditions:
The additional insured must see to it that:
(1) We are notified as soon as practicable of an "occurrence" or offense that may result in a claim;
(2) We receive written notice of a claim or "suit" as soon as practicable; and
(3) A request for defense and indemnity of the claim or "suit" will promptly be brought against any policy issued
by another insurer under which the additional insured may be an insured in any capacity. This provision does
not apply to insurance on which the additional insured is a Named Insured if the written contract or written
agreement requires that this coverage be primary and non-contributory.
D. Solely with respect to the coverage provided by this endorsement:
1. The following is added to the Other Insurance Condition of Section IV -Commercial General Liability
Conditions:
Primary and Noncontributory insurance
This insurance is primary to and will not seek contribution from any other insurance available to an additional
insured provided that:
a. The additional insured is a Named Insured under such other insurance; and
b. You are required by written contract or written agreement that this insurance be primary and not seek
contribution from any other insurance available to the additional insured.
2. The following paragraph is added to Paragraph 4.b. of the Other Insurance Condition under Section IV -
Commercial General Liability Conditions:
This insurance is excess over:
Any of the other insurance, whether primary, excess, contingent or on any other basis, available to an
additional insured, in which the additional insured on our policy is also covered as an additional insured on
another policy providing coverage for the same "occurrence", offense, claim or "suit". This provision does not
apply to any policy in which the additional insured is a Named Insured on such other policy and where our
policy is required by a written contract or written agreement to provide coverage to the additional insured on a
primary and non-contributory basis.
E. This endorsement does not apply to an additional insured which has been added to this Coverage Part by an
endorsement showing the additional insured in a Schedule of additional insureds, and which endorsement applies
specifically to that identified additional insured.
Includes copyrighted material of Insurance Services Office, Inc., with its permission.
U-GL-2162-A CW (02/19)
Page 3 of 4
F .. Solely with respect to the insurance afforded to an additional insured under Paragraph A.3. or Paragraph A.4. of this
endorsement, the following is added to Section Ill -Limits Of Insurance:
Additional Insured -Automatic -Owners, Lessees Or Contractors Limit
The most we will pay on behalf of the additional insured is the amount of insu rance:
1. Required by the written contract or written agreement referenced in Section A. of this endorsement; 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.
All other terms, conditions, provisions and exclusions of this policy remain the same.
Includes copyrighted material of Insurance Services Office, Inc., with its permission.
U-GL-2162-A CW (02/19)
Page 4 of 4
WORKERS' COMPENSATION AND EMPLOYERS' LIABILITY INSURANCE POLICY
WC 04 03 06 (Ed. 4-84)
WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT-
CALIFORNIA
This endorsement changes the policy to which it is attached effective on the inception date of the policy unless a
different date is indicated below.
(The following "attaching clause" need be completed only when this endorsement is issued subsequent to preparation of the policy.)
This endorsement, effective on 04/01/2021
(DATE)
at 12:01 A.M. standard time, forms a part of
Policy No. WC 6124596-00
of the
Endorsement No.
issued to
Premium (if any) $
(NAME OF INSURANCE COMPANY)
Zurich American Insurance Company
Authorized Representative
We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not
enforce our right against the person or organization named in the Schedule. (This agreement applies only to the
extent that you perform work under a written contract that requires you to obtain this agreement from us.)
You must maintain payroll records accurately segregating the remuneration of your employees wh ile engaged in
the work described in the Schedule.
The additional premium for this endorsement shall be
mium otherwise due on such remuneration.
Schedule
Person or Organization
% of the California workers' compensation pre-
Job Description
ALL PERSONS AND/OR ORGANIZATIONS THAT ARE REQUIRED BY WRITTEN CONTRACT OR AGREEMENT
WITH THE INSURED, EXECUTED PRIOR TO THE ACCIDENT OR LOSS, THAT W AIYER OF SUBROGATION BE
PROVIDED UNDER THIS POLICY FOR WORK PERFORMED BY YOU FOR THAT PERSON AND/OR
ORGANIZATION
WC 252 (4-84)
WC 04 03 06 (Ed. 4-84) Page 1 of 1
j~~
Blanket Notification To Others Of Cancellation ZURICH
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
Policy No. GLO 6124594-00 I Effective Date: 04/01/2021
This endorsement modifies insurance provided under the:
Commercial General Liability Coverage Part
A. If we cancel this Coverage Part by written notice to the first Named Insured for any reason other than nonpayment of
premium, we will deliver electronic notification that such Coverage Part has been cancelled to each person or
organization shown in a Schedu le provided to us by the First Named Insured. Such Schedule:
1. Must be initially provided to us within 15 days:
a. After the beginning of the policy period shown in the Declarations; or
b. After this endorsement has been added to policy;
2. Must contain the names and e-mail addresses of only the persons or organizations requiring notification that such
Coverage Part has been cancelled;
3. Must be in an electronic format that is acceptable to us; and
4. Must be accurate.
Such Schedule may be updated and provided to us by the First Named Insured during the policy period. Such
updated Schedule must comply with Paragraphs 2. 3. and 4. above.
B. Our delivery of the electronic notification as described in Paragraph A. of this endorsement will be based on the most
recent Schedule in our records as of the date the notice of cancellation is mailed or delivered to the first Named
Insured. Delivery of the notification as described in Paragraph A. of this. endorsement will be completed as soon as
practicable after the effective date of cancellation to the first Named Insured.
C. Proof of e-maili ng the electronic notification will be sufficient proof that we have complied with Paragraphs A. and B.
of this endorsement.
D. Our delivery of electronic notification described in Paragraphs A. and B. of this endorsement is intended as a courtesy
only. Our failure to provide such delivery of electronic notification will not:
1. Extend the Coverage Part cancellation date;
2. Negate the cancellation; or
3. Provide any additional insurance that would not have been provided in the absence of this endorsement.
E. We are not responsible for the accuracy, integrity, timeliness and validity of information contained in the Schedule
provided to us as described in Paragraphs A. and B. of this endorsement.
All other terms, conditions, provisions and exclusions of this policy remain the same.
Includes copyrighted material of Insurance Services Office, Inc. with its permission.
U-GL-107-A CW (10/16
Page 1 of 1
0
Blanket Notification To Others Of Cancellation ZURICH
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
Policy No. BAP 6124595-00
This endorsement modifies insurance provided under the:
Auto Dealers Coverage Form
Business Auto Coverage Form
Motor Carrier Coverage Form
I Effective Date: 04/01/2021
A. If we cancel this Coverage Part by written notice to the first Named Insured for any reason other than nonpayment of
premium, we will deliver electronic notification that such Coverage Part has been cancelled to each person or
organization shown in a Schedule provided to us by the First Named Insured. Such Schedule:
1. Must be initially provided to us within 15 days:
a. After the beginning of the policy period shown in the Declarations; or
b. After this endorsement has been added to policy;
2. Must contain the names and e-mail addresses of only the persons or organizations requiring notification that such
Coverage Part has been cancelled;
3. Must be in an electronic format that is acceptable to us; and
4. Must be accurate.
Such Schedule may be updated and provided to us by the First Named Insured during the policy period. Such
updated Schedule must comply with Paragraphs 2., 3. and 4. above.
B. Our delivery of the electronic notification as described in Paragraph A. of this endorsement will be based on the most
recent Schedule in our records as of the date the notice of cancellation is mailed or delivered to the first Named
Insured. Delivery of the notification as described in Paragraph A. of this endorsement will be completed as soon as
practicable after the effective date of cancellation to the first Named Insured.
C. Proof of e-mailing the electronic notification will be sufficient proof that we have complied with Paragraphs A. and B.
of this endorsement.
D. Our delivery of electronic notification described in Paragraphs A. and B. of this endorsement is intended as a courtesy
only. Our failure to provide such delivery of electronic notification will not:
1. Extend the Coverage Part cancellation date;
2. Negate the cancellation; or
3. Provide any additional insurance that would not have been provided in the absence of this endorsement.
E. We are not responsible for the accuracy, integrity, timeliness and validity of information contained in the Schedule
provided to us as described in Paragraphs A. and B. of this endorsement.
All other terms, conditions, provisions and exclusions of this policy remain the same.
Includes copyrighted material of Insurance Services Office, Inc., with its permission.
U-CA-103-A CW (10/16)
Page 1 of 1
WORKERS COMPENSATION AND EMPLOYERS LIABILITY INSURANCE POLICY U-WC-100-A CW (10/16)
NOTIFICATION TO OTHERS OF CANCELLATION ENDORSEMENT
This endorsement is used to add the following to Part Six of the policy.
PART SIX -CONDITIONS
F. Notification To Others Of Cancellation
1. If we cancel this policy by written notice to you for any reason other than nonpayment of premium, we will ·
deliver electronic notification to each person or organization shown in a Schedule provided to us by you.
Such Schedule:
a. Must be initially provided to us within 15 days:
After the beginning of the policy period shown in the Declarations; or
After this endorsement has been added to policy;
b. Must contain the names and e-mail addresses of only the persons or organizations requiring
notification that this policy has been cancelled;
c. Must be in an electronic format that is acceptable to us; and
d. Must be accurate.
Such Schedule may be updated and provided to us by you during the policy period. Such updated
Schedule must comply with Paragraphs b. c. and d. above.
2. Ou r delivery of the electronic notification as described in Paragraph 1. of this endorsement will be based
on the most recent Schedule in our records as of the date the notice of cancellation is mailed or delivered
to you. Delivery of the notification as described in Paragraph 1. of this endorsement will be completed as
soon as practicable after the effective date of cancellation to you.
3. Proof of e-mailing the electronic notification will be sufficient proof that we have complied with Paragraphs
1. and 2. of this endorsement.
4. Our delivery of electronic notification described in Paragraphs 1. and 2. of this endorsement is intended
as a courtesy only. Our failure to provide such delivery of electronic notification will not:
a. Extend the policy cancellation date;
b. Negate the cancellation; or
c. Provide any additional insurance that would not have been provided in the absence of this
endorsement.
5. We are not responsible for the accuracy, integrity, timeliness and validity of information contained in the
Schedule provided to us as described in Paragraphs 1. and 2. of this endorsement.
All other terms and conditions of this policy remain unchanged.
This endorsement changes the policy to which it is attached and is effective on the date issued unless otherwise stated.
(The information below is required only when this endorsement is issued subsequent to preparation of the policy.)
Endorsement Effective 04/01/2021
Insured
Policy No. WC 6124596
Insurance Company Zurich American Insurance Company
U-WC100-A CW (10/16)
Endorsement No.
Premium$
Includes copyrighted material of National Council on Compensation Insurance, Inc. used with its permission. INTERNAL USE ONLY