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18-119 Com-Strat, LLC., ShoreTel PBX System Implementation Support as an Independent Subject Matter ExpertCITY OF
II PROFESSIONAL/CONSULTING SERVICES AGREEMENT
CUPERTINO
1. PARTIES
This Agreement is made and entered into as of _Ju_n_e_l 8~2_0_1_8 ___________ _
("Effective Date") by and between the City of Cupertino, a municipal corporation ("City"), and
Com-Strat, LLC ("Contractor"),
a Limited Liability Corporation
for ShoreTel PBX system implementation support as an independent Subject Matter Expert
2. SERVICES
Contractor agrees to provide the services and perfo1m the tasks ("Services") set forth in detail in
Scope of Services, attached here and incorporated as Exhibit A.
3. TIME OF PERFOR1'1ANCE
3.1 This Agreement begins on the Effective Date and ends on June 17, 2019
("Contract Time"), unless terminated earlier as provided herein. Contractor 's Services shall begin
on June 18, 2018 and shall be completed byJ_u_n_e _l ~7,_2_0_19 _____ _
3.2 Schedule of Performance. Contractor must deliver the Services in accordance with the
Schedule of Performance, attached and incorporated here Exhibit A .
3.3 Time is of the essence for the perfonnance of all the Services . Contractor must have
sufficient time, resources, and qualified staff to deliver the Services on time .
4. COMPENSATION
4.1 Maximum Compensation. City will pay Contractor for satisfactory perfo1mance of the
Services an amount that will based on actual costs but that will be capped so as not to exceed
$ 13,260.00 ("Contract Price"), based upon the scope of services, budget and rates
included in Exhibit A, Compensation attached and incorporated here. The maximum
compensation includes all expenses and reimbursements and will remain in place even if
Contractor's actual costs exceed the capped amount. No extra work or payment is pe1mitted
without prior written approval of City.
4.2 Invoices and Payments. Monthly invoices must state a description of the deliverable
completed and the amount due for the preceding month. Within thirty (30) days of completion of
Services, Contractor must submit a requisition for final arid complete payment of costs and pending
claims for City approval. Failure to timely submit a complete and accurate payment requisition
relieves City of any fill'ther payment or other obligations under the Agreenient.
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5. INDEPENDENT CONTRACTOR
5.1 Status. Contractor is an independent contractor and not an employee, partner, or joint
venture of City. Contractor is solely responsible for the means and methods of performing the
Services and for the persons hired to work under this Agreement. Contractor is not entitled to
health benefits, worker's compensation or other benefits from the City.
5.2 Contractor's Qualifications. Contractor warrants on behalf of itself and its subcontractors
that they have the qualifications and skills to perform the Services in a competent and professional
manner and according to the highest standards and best practices in the industry.
5.3 Permits and Licenses. Contractor warrants on behalf of itself and its subcontractors that
they are properly licensed, registered, and/or certified to perform the Services as required by Iaw
and have procured a City Business License.
5.4 Subcontractors. Only Contractor's emplo yees are authorized to work under this
Agreement. Prior written approval from City is required for any subcontractor, and the terms and
conditions of this Agreement will apply to any approved subcontractor.
5.5 Tools, Materials and Equipment. Contractor will supply alI tools, materials and
equipment required to perfonn the Services under this Agreement.
5.6 Payment of Taxes. Contractor must pay income taxes on the money earned under th.is
Agreement. Upon City's request, Contractor will provide proof of payment and v,1ill indemnify
City for violations pursuant to the indemnification provision of this Agreement.
6. PROPRIETARY/CONFIDENTIAL INFORMATION
In perfonning this Agreement, Contractor may have access to private or confidential information
owned or controlled by the City, which may contain proprietary or confidential details the
disclosure of which to third parties may be damaging to City. Contractor shall hold in confidence
all City infonnation provided by City to Contractor and use it only to perform this Agreement.
Contractor shall exercise the same standard of care to protect City information as a reasonably
prudent contractor would use to protect its ovvn proprietary data.
7. OWNERSHIP OF MATERIALS
7.1 Property Rights. Any interest (including copyright interests) of Contractor in any
product, memoranda, study, report, map, plan, drawing, specification, data, record, document or
other information or work, in any medium (collectively, "Work Product"), prepared by Contractor
in connection with this Agreement will be the exclusive property of the City and shall not be shown
to any third-paity without prior vvritten approval of City.
7.2 Copyright. To the extent permitted by Title 17 of U.S. Code, all Work Product arising out
of th.is Agreement is considered "works for hire" and all copyrights to the Work Product will be
the property of City. Alternatively, Contractor assigns to City all Work Product copyrights.
Contractor may use copies of the Work Product for promotion only with City's \:Vritten approval.
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7.3 Patents and Licenses. Contractor must pay royalties or license fees required for
authorized use of any t hird party intellectual prope1iy , including but not limited to patented,
trademarked, or copyrighted intellectu al property if incorporated into the Services or Work Product
of this Agreement.
7.4 Re-Use of Work Product. Unless prohibited by law and without waiving any rights , City
may use or modify the Work Product of Contractor or its sub -contractors prepared or created under
this Agreement, to execute or implement any of the following:
(a) The original Services for which Contractor was hired;
(b) Completion of the original Services by others ;
(c) Subsequent additions to the original Services; and/or
( d) Other City projects.
7.5 Deliverables and Format. Contractor must provide electronic and hard copies of the
Work Product, on recycled paper and copied on both sides, except for one single-sided original.
8. RECORDS
Contractor must maintain complete and accurate accounting records relating to its performance in
accordance with generally accepted accounting principles. The records must include detailed
information of Contractor's performance, benclunarks and deliverables , which must be available
to City for review and audit. The records and supporting documents must be kept separate from
other records and must be maintained for four years from the date of City 's final payment.
9. ASSIGNMENT
Contractor shall not assign, sublease, hypothecate, or transfer this Agreement, or any interest
therein , directl y or indirectly, by operation of law or otherwise, without prior v.,Titten consent of
City. Any attempt to do so will be null and void. Any changes related to the financial control or
business nature of Contractor as a legal entity is considered an assignment of the Agreement and
subject to City approva l, which shall not be unreasonably withheld. Control means fifty percent
(50%) or more of the voting power of the business entity.
10. PUBLICITY I SIGNS
Any publicity generated by Contractor for the project under this Agreement, during the term of
this Agreement and for one year thereafter, will reference the City 's contributions in making the
project possible. The words "City of Cupertino " will be displayed in all pieces of publicity ,
includ ing flyers, press releases, posters, brochures , public service announcements, interviews and
newspaper articles. No signs may be posted, exhibited or displayed on or about City property,
except signage required by law or this Contract, without prior written approval from the City .
11. INDEMNIFICATION
11.1 To the fullest extent allowed by law, and except for losses caused b y the sole and acti ve
negligence or willful misconduct of City personnel, Contractor shall indemnify, defend and hold
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hannless City, its City Council , boards and commissions, officers , officials, employees, agents ,
servants, volunteers and consultants ("Indemnitees"), through legal cow1sel acceptable to City,
from and against any and all liability, dan1ages, claims, actions , causes of action, demands,
charges, losses, costs and expenses (including attorney fees, legal co sts and expenses related to
litigation and dispute resolution proceedings) of every nature , arising directly or indirectly from
this Agreement or in any manner relating to any of the following:
(a) Breach of contract, obligations, representations or wananties;
(b) Negligent or willful acts or omissions committed dming performance of the Services;
( c) Personal injury, prope1fy dan1age , or economic loss resulting from the work or performance
of Contractor or its subcontractors or sub-subcontractors;
(d) Unauthorized use or disclosure of City's confidential and proprietary Information ;
(e) Claim of infringement or violation of a U.S. patent or copyright, trade secret, trademark,
or service mark or other proprietary or intellectual property rights of any third party.
11.2 Contractor must pay the costs City incurs in enforcing this provision. Contractor must
accept a tender of defense upon receiving notice from City of a third-party claim, in accordance
with California Public Contract Code Section 920 I. At City's request, Contractor will assist City
in the defense of a claim , dispute or lawsuit arising out of this Agreement.
11.3 Contractor's duties under this section are not limited to the Contract Price, workers '
compensation payments, or the insurance or bond amounts required in the Agreement. Nothing in
the Agreement shall be construed to give rise to an implied right of indemnity in favor of
Contractor against City or any Indemnitee.
11.4. Contractor's payments may be deducted or offset to cover any money the City lost due to
a claim or counterclaim arising out of this Agreement, a purchase order, or other transaction.
12. INSURANCE
Contractor shall comply with the Insurance Requirements, attached and incorporated here as
Exhibit D, and must maintain the insurance for the duration of the Agreement, or longer as
required by City. City will not execute the Agreement until City approves receipt of satisfactory
certificates of insurance and endorsements evidencing the type, amount, class of operations
covered, and the effective and expiration dates of coverage. Failure to comply with this provision
may result in City, at its sole discretion and without notice, purchasing insurance for Contractor
and deducting the costs from Contractor's compensation or tenninating the Agreement.
13. COMPLIANCE WITH LAWS
13.1 General Laws. Contractor shall comply with all local, state and federal laws and
regulations applicable to this Agreement. Contractor will promptly notify City of changes in the
law or other conditions that may affect the Project or Contractor's ability to perfonn. Contractor
is responsible for verifying the employment authorization of employees perfonning the Services,
as required by the Immigration Refonn and Control Act.
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13.2 Labor Laws. Contractor shall comply with all labor laws applicable to this Agreement. If
the Scope of Services includes a "public works" component, Contractor is required to comply with
prevailing wage laws under Labor Code Section 1720 and other labor la\VS.
13.3 Discrimination Laws. Contractor shall not discriminate on the basis of race, religious
creed, color, ancestry, national origin, ethnicity, handicap, disability, marital status, pregnancy,
age, sex, gender, sexual orientation, gender identity, Acquired-Immune Deficiency Syndrome
(AIDS) or any other protected classification. Contractor shall comply with all anti-discrimination
laws , including Government Code Sections 12900 and 11135 , and Labor Code Sections 1735,
1777 and 3077.5. Consistent with City policy prohibiting harassment and discrimination,
Contractor understands that harassment and discrimination directed toward a job applicant, an
employee, a City employee, or any other person, by Contractor or its employees or sub-contractors
will not be tolerated.
13.4 Conflicts of Interest. Contractor shall comply with all conflict of interest laws applicable
to this Agreement and must avoid any conflict of interest. Contractor wanants that no public
official, employee, or member of a City board or commission who might have been involved in
the making of this Agreement, has or will receive a direct or indirect financial interest in this
Agreement, in violation of California Government Code Section 1090 et seq. Contractor may be
required to file a conflict of interest fonn if Contractor makes ce1tain govermnental decisions or
serves in a staff capacity, as defined in Section 18700 of the California Code of Regulations.
Contractor agrees to abide by the City's rules governing gifts to public officials and employees.
13.5 Remedies . Any violation of Section 13 constitutes a material breach and may result in City
suspending payments, requiring reimbursements or terminating this Agreement. City reserves all
other rights and remedies available under the law and this Agreement, including the right to seek
indemnification under Section 11 of this Agreement.
14. PROJECT COORDINATION
City Pro ject Manager. The City ass igns Benny Hsieh as
the City's representative for all purposes under this Agreement, with authority to oversee the
progress and performance of the Scope of Services. City reserves the right to substitute another
Project manager at any time, and without prior notice to Contractor.
Contractor Project M anager. Subject to City approval, Contractor assigns Sczrt~ Vt-Ld~y,
______ as its single Representative for all purposes under this Agreement, with authority
to oversee the progress and perfom1ance of the Scope of Services. Contractor's Project manager
is responsible for coordinating and scheduling the Services in accordance with the Scope of
Services and the Schedule of Performance. Contractor must regularly update the City's Project
Manager about the progress \vi.th the work or any delays , as required under the Scope of Services.
City w1itten approval is required prior to substituting a new Representative.
15. ABANDONMENT OF PROJECT
City may abandon or postpone the Project or parts therefor at any time. Contractor will be
compensated for satisfactory Services perfo1111ed through the date of abandonment, and will be
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given reasonable time to assemble the work and close out the Services. "\\Tith City 's pre-approval
in writing, the time spent in closing out the Services will be compensated up to a maximum of ten
percent (10%) of the total time expended to date in the performance of the Services.
16. TERMINATION
City may te1minate this Agreement for cause or without cause at any time. Contractor will be paid
for satisfactory Services rendered through the date of termination, but final payment v.rill not be
made until Contractor closes out the Services and delivers the Work Product.
17. GOVERNING LAW. VENUE AND DISPUTE RESOLUTION
This Agreement is governed by the laws of the State of California. Any lawsuits filed related to
this Agreement must be filed v.~th the Superior Court for the County of Santa Clara, State of
California. Contractor must comply with the claims filing requirements under the Government
Code prior to filing a civil act ion in court. If a dispute arises, Contractor must continue to provide
the Services pending resolution of the disput e. If the Paiiies elect ai·bitration, the arbitrator's award
must be supported by law and substantial evidence and include detailed written findings of law
and fact .
18. ATTORNEY FEES
If City initiates legal action , files a complaint or cross-comp laint, or pursues arbitration, appeal, or
other proceedings to enforce its rights or a judgment in connection with this Agreement, the
prevailing party will be entitled to reasonable attorney fees and costs.
19. THIRD PARTY BENEFICIARIES
There are no intended third party beneficiaries of this Agreement.
20. ,vAIVER
Neither acceptance of the Services nor payment thereof shall constitute a waiver of any contract
provision. City's waiver of a breach shall not constitute waiver of another provision or breach.
21. ENTIRE AGREEMENT
This Agreement represents the full and complete understanding of every kind or nature bet\veen
the Parties, and supersedes any other agreernent(s) and understanding(s), either oral or VvTitten,
between the Parties. Any modification of this Agreement will be effective only if in writing and
signed by each Party's authorized representative. No verbal agreement or implied covenant will
be valid to amend or abridge this Agreement. If there is any inconsistency between the main
Agreement and the attachments or exhibits thereto , the text of the main Agreement shall prevail.
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22. INSERTED PROVISIONS
Each provision and clause required by law for this Agreement is deemed to be included and will
be inferred herein. Either party may request an amendment to cure mistaken insertions or
omissions of required provisions. The Parties will collaborate to implement this Section, as
appropriate.
23. HEADINGS
The headings in this Agreement are for convenience only, are not a part of the Agreement and in
no way affect, limit or amplify the tem1s or provisions of this Agreement.
24. SEVERABILITY IP ARTIAL INVALIDITY
If any term or provision of this Agreement, or their application to a paiiicular situation, is found
by the court to be void, invalid, illegal or unenforceable, such term or provision shall remain in
force and effect to the extent allowed by such ruling. All other terms and provisions of this
Agreement or their application to specific situations shall remain in full force and effect. The
Parties agree to work in good faith to amend this Agreement to ca1Ty out its intent.
25. SURVIVAL
All provisions w-hich by their n ature must continue after the Agreement expires or is terminated,
including the Indemnification, Ownership of Materials/Work Product, Records, Governing Law
and Attorney Fees, shall survive the Agreement and remain in full force and effect.
26. NOTICES
All notices, requests and approvals must be sent in \.\.Titing to the persons below, which will be
considered effective on the date of personal delivery or the date confirmed by a reputable overnight
delivery service, on the fifth calendai· day after deposit in the United States Mail, postage prepaid,
registered or certified, or the next business day following electronic submission:
To City of Cupertino
10 300 Torre Ave., Cupertino CA 95014
Attention: Benny Hsieh
Email: Ben nyH@cupe1tino.org
27. VALIDITY OF CONTRACT
To Contractor: Com-Strat , LLC -------------1176 Starr Avenue
St. Helena, CA 94574
Attention: Chuck Vondra
Email: ch uck@com-strat.com
This Agreement is valid and enforceable only if (a) it complies with the purchasing and contract
provisions of Cupertino Municipal Code Chapters 3.22 and 3.23 , as amended from time to time,
(b) is signed by the City Manager or an authorized designee, and (c) is approved for form by the
City Attorney's Office.
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28. EXECUTION
The person executing this Agreement on behalf of Contractor represents and watrnnts that
Contractor has full right, power, and authority to enter into and cany out all actions contemplated
by this Agreement and that he or she is authorized to execute this Agreement, which constitutes a
legally binding obligation of Contractor. This Agreement may be executed in counterparts, each
one of which is deemed an original and all of which, taken together, constitute a single binding
instrument.
------IN-W-I-'f-NE--S-S-WHE-RE0F,the-pruti~nravec-a1rsect-rne t'i:greement tooe executed.
CONTRACTOR
Com-Strat, LLC
Name Charles N. Vondra
Title Managing Member
Date 6/7/2018
TaxlD. No.: 34-2036019
iVED AS TO FORM:
CITY OF CUPERTINO
A Municipal Corporation
By;;gz4EZL --
Name Bill Mitchell
Title ChiefTechnology Officer
Date ~. /?). zc;,;g'
V.FIERRO ~
o Acting City Attorney
GRACESCHM1DT /
City Clerk U' • )._I · ( !
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Exhibit A Wi3 COMMUNI CAT ION
11..:::::J s·rRATEGIES
· Propo s al for Technolo gy Con s ulting Se rvice s
For
The City of Cupertino
CUPERTINO
Presented to:
Bill Mitchell
Chief Technology Officer
By
Chuck Vondra
Sr. Consultant, Managing Principal
(707) 963-5418
Chuck@com -strat .com
Kerry Mclachlan
Director, Business Developm ent
(408) 410-9632
Kerry@com -strat.com
Copyright © 2016 Com-Strat, LLC. All Rights Reserved
a";3 CO M MUNICATION
~ STRATEGIES
The City of Cupertino has completed the purchase of a new ShoreTel PBX system. The City of Cupertino
wishes to retain the services of Communication St rategies for the implementation phase. The goal of this
engagement will be to support the City of Cupertino and the chosen Vendor of the VoIP system in the
successful implementation of that solution. Communications Strategies will function as your independent
Subject Matter Expert to ensure that the City of Cupertino's best interests are met in the installation and
that the project proceeds along industry accepted best practices. Communication Strategies has been
involved in hundreds of Implementations from various Vendors and Manufacturers over the years and
will add that experience to your team.
To the degree that any of the Project Tasks below can be completed by the City of Cupertino or the
chosen Vendor it will be deleted from our Scope of Work as the project proceeds. We will invoice on ly
for actual hours worked.
" Phase 4 .. lmplem~ntation Support Tasks Quantity Hour.~ . Net HOIJI'$
4 .01 Evaluate contract, Terms and Conditions, and Scope of Work for 1 4 4 industry best practice and project requirements
4 .02 Manage Customer Legal Approval and Purchasing Process -if Optional 6 TBD required
4.03 Vendor kickoff meeting -deployment plan, installation sc hedule 1 3 3
4 .04 Prepare formal project plan with all vendor and Client resources Vendor to 12 TBD accounted for, establish dependencies, update & manage manage
4.05 Develop business continuity plan 1 2 2
4.06 Telco design, order and follow up on carrier services 1 8 8
4.07 Complex/Difficult Telco ordering process follow up 1 12 12
4.08 VoIP Readiness reme di ation PM -cabling, VLANS, power, LAN, Option 4 TBD WAN, etc.
4 .09 / LAN/QoS De sign Workshops 1 2 2
4.10 Telephony Design Workshops (Call coverage, template design, Option 2 TBD features, class of service, restrictions, dial plan)
4 .11 ACD Design Workshop and follow up (call flows, reporting Option 4 TBD requirements, agent and supervisor functionality)
4.12 Workshops and PM for complex Multimedia Contact Center, IVR,
Option 8 TBD Database Integration , Recording
Workshop to design Advanced Unified Communications {Instant i
4.13 Messaging, Presence, Collaboration, etc.) Option 4 TBD
4.14 Complete cutsheets with user and phone details Client IT to 24 TBD perform
4.15 Review final call flow documentation, and cut sheets prior to Option 2 TBD database freeze
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4.16
4.17
4.18
4 .19
4.20
4.21
4.22
4.23
4 .24
4.25
4.26
4.27
4 .28
4 .29
4.30
a,';3 COMMUNICATION
~ STRATEGIES
Create and deve lop User Acc eptance Test (UA T) plan (VoIP, 2 2 4 failover}
Assist in training format, scheduling, reviewing training materials Option 1 TBD
Communication plan to end user community to improve project Opti o n 2 TBD acceptance, and 2 commun ications (email, company meeting}
Review, remediate Vendor executed VoIP QoS readiness
assessment 2 2 4
Participate in UAT and failover testing according to UAT test plan 1 4 4 and minor remediation as required
Plan cut coverage trouble ticket response and escalation Option 2 TBD
Port cutover 1 1 1
System cutover coverage I 1 8 8
Manage post inst all punch list and remediation Vendor to 8 TBD manage
Assist in liquidation of existing hardware Option 2 TBD
Project close out -manage Vendor's system acceptance process
and project close-out, review as-built documentation, and final Option 2 TBD
exception lists. Lessons learned meeting.
Participate in weekly planning meetings (per week} 8 1 8
Miscellaneous emails, PM and follow up -weekly 8 1 8
Prepare weekly meeting notes Vendor to 1 TBD manage
Travel Time (1/2 rate) 0 Option TBD
Phase 4 Total 68
Plio·ect Time ine
I Phase 4: Installation Project Management I 8 t o 10 weeks I
Timeline above represents typical intervals based on normal client urgency and availability. Timeline can
be shortened or expanded upon request.
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w;3 COMMUNICATION
11.=:t STRATEGIES
A gr ee ment for Technology Con sulting -Services
This agreement is between Communication Strategies (Com-Strat, LLC) and the City of Cupertino for the
purpose of technolo gy consulting services .
SCOPE OF WORK:
Phase 4 as described above
FEES:
68 Hours at $195 .00 per hour for a total of$ 13 ,260 .00
TERMS:
All local travel and normal expenses are i ncluded i n ou r hourly rate. Communication Strategies will submit
invoices monthly for work performed and payment is net 30 days . The hours quoted are not to exceed
figures, and are expect ed (bu t not guaranteed) to f ulfill the Scope of Wo rk proposed.
ACCEPTANCE
The City of Cupertino
10300 To r re Avenu e
Cupertino, CA, 950 14
ere} Title : -------
~/,~ /ZP/~
~ I
Date:
6/6/2018
Com-Strat, LLC
1176 Sta r r Ave .
St . Helena , CA 94574
Nam e A3 1 A ()';vr;l
~'-u , iO. dt?V!dvt._
Title : JN\C'l~S,' }'1& tMe;vu kl-t ,f
Date: _r:._,/'-·C?>=· +-'l ;)_~e>~l _'O __ _
www.Com-Strat .com 4 of 4 ©
EXHIBITD
Insurance Requirements
Design Professionals & Consultants Contracts
Consultant shall procure prior to commencement of Services and maintain for the duration of the contract, at
its own cost and expense , the following insurance policies and coverage with companies doing business in
California and acceptable to City.
1NSUR4.NCE POLICIES AND MINIMUMS REQUIRED
l. Commercial General Liability (CGL) for bodily injury, property damage, personal injury liability for
premises operations, products and completed operations, contractual liability, and personal and
advertising injury with limits no less than $2,000,000 per occUirence (ISO Form CG 00 0 I). If a
general aggregate limit applies, either the genera l aggregate limit shall apply separate ly to this
project/location (ISO Form CG 25 03 or 25 04) or it shall be twice the required occurrence limit.
a. It shall be a requirement that any availab le insurance proceeds broader than or in excess of the
specified minimum insurance coverage requirements and/or limits shall be made available to the
Additional Insured and shall be (i) the minimum coverage/limits specified in this agreement ; or (ii) the
broader coverage and maximum limits of coverage of any in surance policy, whichever is greater.
b. Additional Insured coverage under Consultant's policy shall be "primary and non-contributory,"
will not seek contribution from City's in surance/self-insurance, and shall be at least as broad as ISO
Form CG 20 01 (04/13).
c . The limits of insurance required may be satisfied by a combination of primary and umbrella or
excess insurance, provided each policy complies with the requirements set forth in this Contract. Any
umbrella or excess insurance shall contain or be endorsed to contain a prnvisi on that such coverage
shall also apply on a primary and non-contributory basis for the benefit of City before the City 's own
insurance or self-insurance shall be called upon to protect City as a named insured .
2. Automobile Liability; ISO CA 00 0 I covering any auto (including owned, hired, and non-owned
autos) with limits no less than $1,000,000 per accident for bodily injury and prope1ty damage.
3. Workers' Compensation: As required by the State of California, with Statutory Limits and
Employer 's Liab i lity Insurance ofno less than $1,000,000 per occurrence for bodily injury or disease.
D Not required. Consultant has provided written verification of no employ ee s.
4. Professional Liability for profe s sional acts , errors and omission s , as appropriate to Consultan t's
profession, with limits no less than $2,000,000 per occurrence or $2,000,000 aggregate. If \Vritten on a
claims made form:
a. The Retroactive Date must be shown and must be before the Ef1ective Date of the Contract.
b . Insurance must be maintained for at least five (5) years after completion of the Services .
c. If coverage is canceled or non-renewed, and not replaced with another claims-made policy form wi t h
a Retroactive Date prior to the Contract Effective Date, the Consultant must purchase "extended
reporting" c overage for a minimum of five (5) years after completion of the Services.
OTHER IN SURANCE PROVISI ONS
T he aforementioned in s uranc e sha ll be end o rsed a nd ha ve all the foll o wing conditions and prov isions:
Exh. D-fnsu r an ce Requirements /or De.~ig n Pr o./ess ion a ls & Consultants Contracts F o rm Updat ed F e b. 201 8
1
Additional Insured Status
The City of Cupe1iino, its City Council, officers, officials, employees, agents, servants and volunteers
("Additional Insureds") are to be covered as additional insureds on Consultant's CGL policy . General
Liability coverage can be provided in the form of an endorsement to Consultant's insurance (at least as broad
as ISO Fonn CG 20 10 (11 / 85) or both CG 20 10 and CG 20 3 7 forms, if later editions are used).
Primal)' Coverage
Coverage afforded to City/ Additional Insureds shall be primary insurance. Any insurance or self-insurance
maintained by City, its officers, officials, employees, or volunteers shall be excess of Consultant's insurance
and shall not contribute to it.
Notice of Cancellation
Each insurance policy shall state that coverage shall not be canceled or allowed to expire, except with written
notice to City 30 days in advance or 10 days in advance if due to non-payment of premiums.
Waiver of Subrogation
Consultant waives any right to subrogation against City/Additional Insureds for recovery of damages to the
extent said losses are covered by the insurance policies required herein. Specifically, the Workers '
Compensation policy shall be endorsed with a waiver of subrogation in favor of City for all work performed
by Consultant, its employees, agents and subconsultants. This provision applies regardless of whether or not
the City has received a waiver of subrogation endorsement from the insurer.
Deductibles and Self-Insured Retentions
Any deductible or self-insured retention must be declared to and approved by the City. At City's option,
either: the insurer must reduce or eliminate the deductible or self-insured retentions as respects the
City/ Additional Insureds; or Consultant must show proof of ability to pay losses and costs related
investigations, claim administration and defense expenses. The policy shall provide, or be endorsed to
provide, that the self-insured retention may be satisfied by either the insured or the City.
Acceptability of Insurers
Insurers must be licensed to do business in California with an A.M. Best Rating of A-VII, or better.
Verification of Coverage
Consultant must furnish acceptable insurance certificates and mandatory endorsements (or copies of the policies
effecting the coverage required by this Contract), and a copy of the Declarations and Endorsement Page of
the CGL policy listing all policy endorsements prior to commencement of the Contract. City retains the right
to demand verification of compliance at any time duringthe Contract tem1.
Subconsultants
Consultant shall require and verify that all subconsultants maintain insurance that meet the requirements of
this Contract, including naming the City as an additional insured on subconsultant's insurance policies.
Higher Insurance Limits
If Consultant maintains broader coverage and/or higher limits than the minimums shown above, City shall be
entitled to coverage for the higher insurance limits maintained by Consultant.
Adequacy of Coverage
City reserves the right to modify these insurance requirements/coverage based on the nature of the risk, prior
experience, insurer or other special circum stances, with not less than ninety (90) days prior written notice.
Exh. D-Insurance Requirements for D esign Professionals & Consultants Contracts Form Updated Feb. 2018
2
ACORD® CERTIFICATE OF LIABILITY INSURANCE I DATE (MM/DD/YYYY)
~ 06/18/2018
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 polic ies may require an endorsement. A statement on
this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).
PRODUCER LIC #0E77964 1-925-671-5110 CONTACT Cheryl Kough NAME:
Integro Insurance Brokers iA~~NJo l'v+I• 925-852-0420 I FAX IAJC Nol: 925-852-0470
E-MAIL Cheryl.Kough@integrogroup.com 2300 Contra Costa Blvd ADDRESS :
Suite 375 INSURER(S) AFFORDING COVERAGE NAIC#
Pleasant Hill, CA 94523 INSURER A : SENTINEL INS CO LTD 11000
INSURED INSURER B : HARTFORD ACCIDENT & IND CO 22357
Com-Strat LLC INSURER C : LLOYD' S OF LONDON
DBA: Communication Strategies
1176 Starr Avenue INSURER D :
INSURER E :
St. Helena, CA 94574 INSURER F :
COVERAGES CERTIFICATE NUMBER: 53075869 REVISION NUMBER:
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED A BOVE FOR THE POLICY PERIOD
INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHIC H THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN , THE INSURANCE A FFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO A LL THE TERMS,
EXCLUSIONS AND CONDITIONS OF SUCH POLICIES . LI M ITS SHOWN MAY HAVE BEEN REDUCED BY P A ID CLAIMS.
INSR ADDL SUBR POLICY EFF POLICY EXP
LTR TYPE OF INSURANCE INSD WVD POLICY NUMBER IMM/DD/YYYYl IMM /DD/YYYYl LIMITS
A X COMMERCIAL GENERAL LIABILITY X X 57SBARH8450 04 /27/J.8 04/27 /19 EACH OCCURRENC E $ 2,000,000
f--0 CLA IMS-MADE 0 OCCUR
DAMAG E TO RENTED
PREMISES IEa occurrence\ $ 1,000,000 -
MED EXP (Any one person) $ 10,000 -
PERSONAL & ADV IN JURY $ 2,000,000 -
GEN'L AGGREGAT E LI MI T APPLIES PER: GENERAL AGGREGATE $ 4,000,000 H POLICY D r;rgr OLoc PROD UCTS· COMP/OP AGG $ Ex cluded
OTHE R: $
A AUTOMOBILE LIABILITY 57SBARH8450 04 /27/18 04 /27 /19 COMB IN ED SIN GLE LIMIT $ 2,000,000 IEa accident\ f--
ANY AUTO BODILY INJURY (Per person) $
f--OWNED -SCHEDULED BO DIL Y INJURY (Per accident) $
f--AU TOS ON LY f--AUTOS
X HIRED X NON-OWNED PRO PER TY DAMAGE $ AUTOS ONLY AUTOS ON LY IPer acc identl -f--
$
A X UMBRELLA LIAS HOCCUR
57SBARH8450 04/27/18 04 /27 /19 EACH OCCURRENCE $ 3,000,000
-
EXCESS LIAS CLA IMS -MAD E AGGREGAT E $ 3,000,000
OED I X I RETENTIO N$ lO ' 000 $
WORKERS COMPENSATION 04/15/18 04/15 /19 x I ~·\%uTE I I OTH-B AND EMPLO YERS' LIABILITY X 57WECZV1809 ER
Y/N
ANYPROPR IETO R/PARTNE R/EXECUT IVE ~ N/A E.L. EACH ACCID ENT $ 1,000,000
OFFI CER/MEMBER EXCLUDED?
(Mandatory in NH) E.L. DISEASE -EA EMPLOYEE $ 1,000,000
If yes, describe under
E.L. DISEASE -POLICY LI MI T $ 1,000,000 DESCRIPTION OF OPERATI ONS below
C Professional Liability ESG00536588 04/14 /1 8 04 /14 /19 Each Claim 1,000,000
Aggregate 3,000,000
DESCRIPTION OF OPERATIONS/ LOCATIONS / VEHICLES (ACORD 101 , Additional Remarks Schedule , may be attached if more space is required)
RE: Operations of insured per written contract.
Additional Insured(s): City of_ Cupertino, its city council, officers, officials, employees, agents, servants and
volunteers .
General Liability coverage is primary & waiver of subrogation applies per the attached forms.
Applicable Form(s): IH1200 1185, S00080405 & WC040306
CERTIFICATE HOLDER CANCELLATION
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
City of Cupertino
10300 Torre Avenue
Cupertino, CA 95014
I
ACORD 25 (2016/03)
BrunyArgo
53075869
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
ACCORDANCE WITH THE POLICY PROVISIONS.
AUTHORIZED REPRESENTATIVE
USA UL~
© 1988-2015 ACORD CORPORATION . All rights reserved.
The ACORD name and logo are registered marks of ACORD
POLICY NUMBER: 57 SBA RH8450
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
ADDITIONAL INSURED -PERSON -ORGANIZATION
THE CITY OF MILPITAS
ITS OFFICERS, OFFICIALS, EMPLOYEES AND VOL UN TEERS
455 E CALAVERAS BLVD
MILPITAS, CA 95035 -5 411
CITY OF TURLOCK
ITS ELECTIVE AND APPOINTED BOARDS,
OFFICERS, AGENTS, AND EMPLOYEES
1 56 S BROADWAY , STE 116
TURLOCK, CA 95380
CI TY OF BURBANK I T S OFFICERS, EMPLOYEES, AGE NT, AND REPRESENTATIVES
ATTN: PURCHASING DIVISION
PO BOX 6459
BURBANK, CA, 91510-6459
THE CITY OF CUPER T INO, ITS CITY COUNCIL, OFFICERS , OFFICIALS,
EMPL OYEES, AGENTS, SERVANTS AND VOL UNTEERS
1 0300 TORRE AVE
CUPERTINO, CA 95014
Form IH 12 00 11 85 T SEQ. NO. 002 Printed in U.S.A. Page 001
Process Date: 06/13/18 Expiration Date: 04/27 /19
POLICY NUMBER: 57 SBA RH8450
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
ADDITIONAL INSURED -OWNER, LESSEES OR CONTRACTOR
CITY OF TURLOCK
ITS ELECTIVE AND APPOINTED BOARDS
OFFICERS, AGENTS , AND EMPLOYEES
156 S BROADWAY, STE 116
T URLOCK , CA. 95380
THE CITY OF CUPERTINO , ITS CITY COUNCIL , OFFICERS , OFFICIALS,
EMPLOYEES , AGENTS, SERVANTS AND VOLUNTEERS
10300 TORRE AVE
CUPERTINO , CA 95014
Form IH 12 00 11 85 T SEQ. NO. 003 Printed in U.S.A. Page 001
Process Date: 06/13/18 Expiration Date: 04/27 /19
BUSINESS LIABILITY COVERAGE FORM
This Paragraph f. applies separately to
you and any additional insured.
3. Financial Responsibility Laws
a. When this policy is certified as proof of
financial responsibility for the future under
the provisions of any motor vehicle
financial responsibility _ law, the insurance
provided by the policy for "bodily injury"
liability and "property damage" liability will
comply with the provisions of the law to
the extent of the coverage and limits of
insurance required by that law.
b. With respect to "mobile equipment" to
which this insurance applies, we will
provide any liability, uninsured motorists,
underinsured motorists, no-fault or other
coverage required by any motor vehicle
law. We will provide the required limits for
those coverages.
4. Legal Action Against Us
No person or organization has a right under
this Coverage Form:
a. To join us as a party or otherwise bring us
into a "suit" asking for damages from an
insured; or
b. To sue us on this Coverage Form unless
all of its terms have been fully complied
with.
A person or organization may sue us to recover
on an agreed settlement or on a final judgment
against an insured; but we will not be liable for
damages that are not payable under the terms of
this insurance or that are in excess of the
applicable limit of insurance . An agreed
settlement means a settlement and release of
liability signed by us, the insured and the
claimant or the claimant's legal representative .
5. Separation Of Insureds
Except with respect to the Limits of Insurance ,
and any rights or duties specifically assigned
in this policy to the first Named Insured , this
insurance applies:
a. As if each Named Insured were the only
Named Insured; and
b. Separately to each insured against whom
a claim is made or "suit" is brought.
6. Representations
a. When You Accept This Policy
By accepting this policy, you agree:
(1) The statements in the Declarations
are accurate and complete;
(2) Those statements are based upon
representations you made to us; and
Page 16 of 24
Pol i cy No . 57SBARH845 0
(3) We have issued this policy in reliance
upon your representations.
b. Unintentional Failure To Disclose
Hazards
If unintentionally you should fail to disclose
all hazards relating to the conduct of your
business at the inception date of this
Coverage Part, we shall not deny any
coverage under this Coverage Part
because of such failure.
7. Other Insurance
If other valid and collectible insurance is
available for a loss we cover under this
Coverage Part, our obligations are limited as
follows :
a. Primary Insurance
This insurance is primary except when b.
below applies . If other insurance is also
primary, we will share with all that other
insurance by the method described in c.
below.
b. Excesslnsurance
This insurance is excess over any of the
other insurance, whether primary, excess ,
contingent or on any other basis:
(1) Your Work
That is Fire , Extended Coverage,
Builder's Risk, Installation Risk or
similar coverage for "your work";
(2) Premises Rented To You
That is fire, lightning or explosion
insurance for premises rented to you
or temporarily occupied by you with
permission of the owner;
(3) Tenant Liability
That is insurance purchased by you to
cover your liability as a tenant for
"property damage" to premises rented
to you or temporarily occupied by you
with permission of the owner;
(4) Aircraft, Auto Or Watercraft
If the loss arises out of the maintenance
or use of aircraft, "autos" or watercraft to
the extent not subject to Exclusion g. of
Section A. -Coverages .
(5) Property Damage To Borrowed
Equipment Or Use Of Elevators
If the loss arises out of "property
damage" to borrowed equipment or
the use of elevators to the extent not
subject to Exclusion k. of Section A. -
Coverages.
Form SS 00 08 04 05
(6) When You Are Added As An
Additional Insured To Other
Insurance
That is other insurance available to
you covering liability for damages
ans1ng out of the premises or
operations, or products and completed
operations, for which you have been
added as an additional insured by that
insurance; or
(7) When You Add Others As An
Additional Insured To This
Insurance
That is other insurance available to an
additional insured .
However, the following provisions
apply to other insurance available to
any person or organization who is an
additional insured under this Coverage
Part:
(a) Primary Insurance When
Required By Contract
This insurance is primary if you
have agreed in a written contract ,
written agreement or permit that
this insurance be primary . If other
insurance is also primary , we will
share with all that other insurance
by the method described in c.
below.
(b) Primary And Non-Contributory
To Other Insurance When
Required By Contract
If you have agreed in a written
contract, written agreement or
permit that this insurance is
primary and non-contributory with
the additional insured's own
insurance, this insurance is
primary and we will not seek
contribution from that other
insurance.
Paragraphs (a) and (b) do not apply to
other insurance to which the additional
insured has been added as an
additional insured.
When this insurance is excess, we will
have no duty under this Coverage Part to
defend the insured against any "suit" if any
other insurer has a duty to defend the
insured against that "suit". If no other
insurer defends, we will undertake to do
so , but we will be entitled to the insured's
rights against all those other insurers .
Form SS 00 08 04 05
BUSINESS LIABILITY COVERAGE FORM
When this insurance is excess over other
insurance, we will pay only our share of
the amount of the loss , if any , that
exceeds the sum of:
(1) The total amount that all such other
insurance would pay for the loss in the
absence of this insurance ; and
(2) The total of all deductible and self-
insured amounts under all that other
insurance.
We will share the remaining loss , if any, with
any other insurance that is not described in
this Excess Insurance provision and was not
bought specifically to apply in excess of the
Limits of Insurance shown in the
Declarations of this Coverage Part .
c. Method Of Sharing
If all the other insurance permits
contribution by equal shares , we will follow
this method also . Under this approach,
each insurer contributes equal amounts
until it has paid its appl icable limit of
insurance or none of the loss remains ,
whichever comes first.
If any of the other insurance does not permit
contribution by equal shares , we will
contribute by limits . Under this method, each
insurer's share is based on the ratio of its
applicable limit of insurance to the total //1 applicable limits of insurance of all insurers.
(VTransfer Of Rights Of Recovery Against
Others To Us V
a. Transfer Of Rights Of Recovery
If the insured has rights to recover all or
part of any payment, including
Supplementary Payments, we have made
under this Coverage Part, those rights are
transferred to us. The insured must do
nothing after loss to impair them. At our
request, the insured will bring "suit" or
transfer those rights to us and help us
enforce them . This condition does not
apply to Medical Expenses Coverage .
b. Waiver Of Rights Of Recovery (Waiver
Of Subrogation)
If the insured has waived any rights of
recovery against any person or
organization for all or part of any payment ,
including Supplementary Payments , we
have made under this Coverage Part, we
also waive that right, provided the insured
waived their rights of recovery against
such person or organization in a contract,
agreement or permit that was executed
prior to the injury or damage.
Page 17 of 24
BUSINESS LIABILITY COVERAGE FORM
F. OPTIONAL ADDITIONAL INSURED
COVERAGES
If listed or shown as applicable in the Declarations ,
one or more of the following Optional Additional
Insured Coverages also apply. When any of these
Optional Additional Insured Coverages apply,
Paragraph 6. (Additional Insureds When Required
by Written Contract , Written Agreement or Permit)
of Section C., Who Is An Insured, does not apply
to the person or organization shown in the
Declarations. These coverages are subject to the
terms and conditions applicable to Business
Liability Coverage in this policy , except as
provided below :
1. Additional Insured -Designated Person Or
Organization
WHO IS AN INSURED under Section C. is
amended to include as an additional insured
the person(s) or organization(s) shown in the
Declarations, but only with respect to liability
for "bodily injury", "property damage" or
"personal and advertising injury" caused , in
whole or in part, by your acts or omissions or
the acts or omissions of those acting on your
behalf:
a. In the performance of your ongoing
operations ; or
b. In connection with your premises owned
by or rented to you .
2. Additional Insured -Managers Or Lessors
Of Premises
a. WHO IS AN INSURED under Section C. is
amended to include as an additional insured
the person(s) or organization(s) shown in the
Declarations as an Additional Insured -
Designated Person Or Organization; but only
with respect to liability arising out of the
ownership, maintenance or use of that part of
the premises leased to you and shown in the
Declarations .
b. With respect to the insurance afforded to
these additional insureds , the following
additional exclusions apply:
This insurance does not apply to :
(1) Any "occurrence" which takes place
after you cease to be a tenant in that
premises ; or
(2) Structural alterations , new
Page 18 of 24
construction or demolition operations
performed by or on behalf of such
person or organization .
3. Additional Insured -Grantor Of Franchise
WHO IS AN INSURED under Section C. is
amended to include as an additional insured
the person( s) or organization( s) shown in the
Declarations as an Additional Insured -
Grantor Of Franchise, but only with respect to
their liability as grantor of franchise to you.
4. Additional Insured -Lessor Of Leased
Equipment
a. WHO IS AN INSURED under Sect ion C. is
amended to include as an additional
insured the person(s) or organization(s)
shown in the Declarations as an Additional
Insured -Lessor of Leased Equipment ,
J but only with respect to liability for "bodily
injury", "property damage" or "personal
and advertising injury" caused, in whole or
in part , by your maintenance, operation or
use of equipment leased to you by such
person(s) or organization(s).
b. With respect to the insurance afforded to
these additional insureds, this insurance
does not apply to any "occurrence" which
takes place after you cease to lease that
equipment.
5. Additional Insured -Owners Or Other
Interests From Whom Land Has Been
Leased
a. WHO IS AN INSURED under Section C. is
amended to include as an additional
insured the person(s) or organization(s)
shown in the Declarations as an Additional
Insured -Owners Or Other Interests From
Whom Land Has Been Leased , but only
with respect to liability arising out of the
ownership , maintenance or use of that part
of the land leased to you and shown in the
Declarations .
b. With respect to the insurance afforded to
these additional insureds , the following
additional exclusions apply :
This insurance does not apply to:
(1) Any "occurrence" that takes place
after you cease to lease that land ; or
(2) Structural alterations, new
construction or demolition operations
performed by or on behalf of such
person or organization .
6. Additional Insured -State Or Political
Subdivision -Permits
a. WHO IS AN INSURED under Section C. is
amended to include as an additional
insured the state or political subdivision
shown in the Declarations as an Additional
Form 55 00 08 04 05
Insured -State Or Political Subdivision -
Permits, but only with respect to
operations performed by you or on your
behalf for which the state or political
subdivision has issued a permit.
b. With respect to the insurance afforded to
these additional insureds , the following
additional exclusions apply :
This insurance does not apply to :
(1) "Bodily injury", "property damage" or
"personal and advertising injury"
arising out of operations performed for
the state or municipality; or
(2) "Bodily injury" or "property damage"
included in the "product-completed
operations" hazard.
7. Additional Insured -Vendors
a. WHO IS AN INSURED under Section C. is
amended to include as an additional
insured the person(s) or organization(s)
(referred to below as vendor) shown in the
Declarations as an Additional Insured -
Vendor, but only with respect to "bodily
injury" or "property damage" arising out of
"your products" which are distributed or
sold in the regular course of the vendor's
business and only if this Coverage Part
provides coverage for "bodily injury" or
"property damage" included within the
"products-completed operations hazard".
b. The insurance afforded to the vendor is
subject to the following additional exclusions :
(1) This insurance does not apply to :
(a) "Bodily injury" or "property
damage" for which the vendor is
obligated to pay damages by
reason of the assumpt ion of
liability in a contract or agreement.
This exclusion does not apply to
liability for damages that the
vendor would have in the absence
of the contract or agreement;
(b) Any express warranty
unauthorized by you;
(c) Any physical or chemical change
in the product made intentionally
by the vendor;
(d) Repackaging , unless unpacked
solely for the purpose of inspection ,
demonstration , testing , or the
substitution of parts under
instructions from the manufacturer,
and then repackaged in the original
container ;
Form 55 00 08 04 05
BUSINESS LIABILITY COVERAGE FORM
(e) Any failure to make such
inspections, adjustments, tests or
servicing as the vendor has agreed
to make or normally undertakes to
make in the usual course of
business , in connection with the
distribution or sale of the products ;
(f) Demonstration , installation,
servicing or repair operations,
except such operations performed
at the vendor's premises in
connection with the sale of the
product;
(g) Products which , after distribution
or sale by you, have been labeled
or relabeled or used as a
container, part or ingredient of any
other thing or substance by or for
the vendor ; or
(h) "Bodily injury" or "property
damage" ar ising out of the sole
negligence of the vendor for its
own acts or omissions or those of
its employees or anyone else
acting on its behalf. However, this
exclusion does not apply to :
(i) The exceptions contained in
Subparagraphs (d) or (f); or
(ii) Such inspections ,
adjustments, tests or servicing
as the vendor has agreed to
make or normally undertakes
to make in the usual course of
business , in connection with
the distribution or sale of the
products.
(2) This insurance does not apply to any
insured person or organization from
whom you have acquired such
products, or any ingredient, part or
container, entering into ,
accompanying or containing such
products .
8. Additional Insured -Controlling Interest
WHO IS AN INSURED under Section C. is
amended to include as an additional insured
the person( s) or organization( s) shown in the
Declarations as an Additional Insured -
Controlling Interest , but only with respect to
their liability arising out of:
a. Their financial control of you; or
b. Premises they own, maintain or control
while you lease or occupy these premises .
Page 19 of 24
BUSINESS LIABILITY COVERAGE FORM
This insurance does not apply to structural
alterations , new construction and demolition
operations performed by or for that person or
organization.
9. Additional Insured -Owners, Lessees Or
Contractors Scheduled Person Or
Organization
a. WHO IS AN INSURED under Section C. is
amended to include as an addit ional
insured the person(s) or organization(s)
shown in the Declarations as an Additional
Insured -Owner, Lessees Or Contractors,
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 for the additional
insured(s); or
(2) In connection with "your work"
performed for that additional insured
and included within the "products-
completed operations hazard", but
only if this Coverage Part provides
coverage for "bodily injury" or
"property damage" included within the
"products-completed operations
hazard".
b. W ith respect to the insurance afforded to
these additional insureds, this insurance
does not apply to "bodily injury", "property
damage" or "personal an advertising
injury" arising out of the rendering of, or
the failure to render, any professional
architectural, engineering or surveying
services , including:
(1) The preparing , approving, or failure to
prepare or approve , maps, shop
drawings, opinions, reports, surveys,
field orders, change orders, designs or
drawings and specifications ; or
(2) Supervisory , inspection , arch itectural
or engineering activities.
10. Additional Insured -Co-Owner Of Insured
Premises
WHO IS AN INSURED under Section C. is
amended to include as an additional insured
the person(s) or Organization(s) shown in the
Declarations as an Additional Insured -Co -
Owner Of Insured Premises , but only with
respect to their liability as co-owner of the
premises shown in the Declarations .
Page 20 of 24
The limits of insurance that apply to additional
insureds are described in Section D. -Limits Of
Insurance.
How this insurance applies when other insurance
is availab le to an additional insured is described in
the Other Insurance Condition in Section E. -
Liability And Medical Expenses General
Conditions.
G. LIABILITY AND MEDICAL EXPENSES
DEFINITIONS
1. "Advertisement" means the widespread public
dissemination of information or images that
has the purpose of inducing the sale of goods ,
products or services through:
a. (1) Radio;
(2) Television ;
(3) Billboard;
(4) Magazine ;
(5) Newspaper;
b. The Internet, but only that part of a web
site that is about goods, products or
services for the purposes of inducing the
sale of goods , products or services ; or
c. Any other publication that is given
widespread public distribution.
However, "advertisement" does not include:
a. The design, pr inted material , information
or images contained in, on or upon the
packaging or labeling of any goods or
products ; or
b. An interactive conversation between or
among persons through a computer network.
2. "Advertising idea" means any idea for an
"advertisement".
3. "Asbestos hazard" means an exposure or
threat of exposure to the actual or alleged
properties of asbestos and includes the mere
presence of asbestos in any form .
4. "Auto" means a land motor vehicle , trailer or
semi-trailer designed for travel on public
roads , including any attached machinery or
equipment. But "auto" does not include
"mobile equipment".
5. "Bodily injury" means physical :
a. Injury ;
b. Sickness; or
c. Disease
sustained by a person and, if arising out of the
above, mental anguish or death at any time .
6. "Coverage territory" means:
Form SS 00 08 04 05
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
WAIVER OF OUR RIGHT TO RECOVER FROM
OTHERS ENDORSEMENT -CALIFORNIA
Policy Number: 57 WEC ZV1809 Endorsement Number:
Effective Date: 04/15/18 Effective hour is the same as stated on the Information Page of the policy .
Named Insured and Address: COM-STRA T , LLC
1176 STARR AVE
SAINT HELENA CA 94574
/
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. (Th is agreement applies only to the extent that you
perform work under a written contract that requires you to obta in this agreement from us.)
You must maintain payroll records accurately segregating the remuneration of your employees while engaged in the work
described in the Schedule .
The addit ional premium for this endorsement shall be 2 % of the Cal ifornia workers' compensation premium otherwise due
on such remuneration.
SCHEDULE
Person or Organization Job Description
Any person or organization from whom you are required by written contract or agreement to obtain th is waiver of rights
from us
Countersigned by --------------------Autho rized Representative
Form WC 04 03 06 (1) Printed in U.S.A.
Process Date: 03/06/18 Policy Expiration Date: 04 /15/19