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HomeMy WebLinkAboutED Downtown Retail Rectuitment; MJB ConsultingCITY pF�M��I�I�'r i fly Agenda Item No: E • b Meeting Date: June 2, 2014 SAN RAFAEL CITY COUNCIL AGENDA REPORT Department: Economic Development Prepared by: Tom Adams, ED Specialist City Manager Approval ,d" SUBJECT: Resolution of the San Rafael City Council Authorizing the City Manager to Execute an Agreement for Professional Services with MJB Consulting for a Downtown Retail Recruitment Study in an Amount not to exceed $40,000 RECOMMENDATION: Adopt Resolution approving a contract with MJB Consulting. BACKGROUND: Downtown is the historic heart of San Rafael - it provides a central place for people to live, work, shop, recreate, and meet with the rest of the community. Downtown San Rafael features a vibrant mix of unique retail stores, restaurants, entertainment, and service businesses, most of which are independently owned and operated. While the Downtown weathered the recent recession, some issues remain such as the vacancy at the former Yardbirds site and the continuing threat from the internet and surrounding communities. Over the past year, City staff has been working with the Downtown Business Improvement District (BID) and the City Council's Economic Development Subcommittee (comprised of Mayor Phillips and Councilmember McCullough) on ways to improve the Downtown. Some of these projects include new credit card parking meters, new newspaper racks, improved landscaping at corners, a revamped street banner program and various other projects. In addition to these physical improvements, the BID proposed the development of a retail recruitment strategy as an essential step to ensure the health and vibrancy of the Downtown - staff agrees with this recommendation. Since the retail sector is quite complex, a consultant can provide retail specific expertise on viable recruitment strategies and potential retailers in growth mode that might locate in Downtown San Rafael. This retail recruitment strategy will be a concrete action plan on ways to recruit good tenants, increase private investment, and partner with commercial brokers and property owners. The City Council Economic Development Subcommittee is recommending the full City Council approve this contract. It should be noted that this contract will be funded by the City and the BID. The BID applied for funding for this study from the Target Settlement Fund. The Target Settlement Fund Committee comprised of Councilmember McCullough, Joanne Webster, and Jonathan Friedman., was created to oversee and disburse funds provided by Target as part of an agreement with the City to mitigate some of the community impact of the new Target store. The Target Settlement Fund FOR CITY CLERK ONLY File No.: p Council Meeting: Disposition: SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 2 Committee agreed with the BID's assessment that a retail recruitment study is an important element in ensuring the long term economic health of the Downtown area. FISCAL IMPACT: The City's contribution to the contract would total $30,000 from the Economic Development budget. These funds will be matched by a $10,000 contribution from the BID - the BID contribution is from the Target Settlement Fund. OPTIONS: 1) Adopt the Resolution. 2) Direct Staff to Modify the Resolution 3) Refuse to Adopt the Resolution. ACTION REQUIRED: Adopt Resolution. ATTACHMENTS: 1. Proposed Scope of Work RESOLUTION NO. 13735 RESOLUTION OF THE SAN RAFAEL CITY COUNCIL AUTHORIZING THE CITY MANAGER TO EXECUTE AN AGREEMENT FOR PROFESSIONAL SERVICES WITH MJB CONSULTING FOR A DOWNTOWN RETAIL RECRUITMENT STUDY IN AN AMOUNT NOT TO EXCEED $40,000 WHEREAS, Downtown San Rafael businesses are an important contributor to the City of San Rafael's local economy; and WHEREAS, Downtown San Rafael provides a place to live, work, shop, eat, and recreate which allows San Rafael residents to `Live Life Locally' and helps build community, strengthen neighborhoods, and nurture friendships; and WHEREAS, Downtown San Rafael businesses help keep more money within San Rafael because more of it is re -invested in the local community which benefits the San Rafael economy; and WHEREAS, City Council approved Ordinance number 1912 at its June 3, 2013 meeting which expanded the Downtown San Rafael Business Improvement District (BID) to include over 700 businesses within the downtown area; and WHEREAS, City staff has worked closely with members of the BID to identify actions that will improve the vitality of the downtown area; and WHEREAS, the BID and City staff agree that a retail recruitment strategy is necessary to provide direction on developing a strategy for retail recruitment; and WHEREAS, MJB Consulting has the experience and professional expertise to prepare a Downtown Retail Recruitment Study; and WHEREAS, the BID Board applied for funding from the Target Settlement Fund Committee and received an allocation of $3,000 in 2013 and $7,000 in 2014; and WHEREAS, at its January 10, 2014 meeting, the BID Board approved the $10,000 to be allocated to the retail study; and WHEREAS, the City of San Rafael will contribute an additional $30,000 to the contract to match the $10,000 in funding from the BID and the Target Fund. NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of San Rafael does hereby authorize the City Manager to execute, on behalf of the City of San Rafael, an Agreement for Professional Services with MJB Consulting, in a form to be approved by the City Attorney, to perform the services shown on the "Scope of Work" from MJB Consulting attached hereto as Attachment I and incorporated herein, for a not -to -exceed amount of $40,000. I, ESTHER BEIIUNE, Clerk of the City of San Rafael, hereby certify that the foregoing resolution was duly and regularly introduced and adopted at a meeting of the City Council of said City held on Monday, the 2nd of June, 2014, by the following vote, to wit: AYES: COUNCILMEMBERS: Bushey, Colin, Connolly, McCullough & Mayor Phillips NOES: COUNCILMEMBERS: None ABSENT: COUNCILMEMBERS: None ESTHER BEIRNE, City Clerk Attachment 1 Scope of Work Downtown San Rafael Retail Recruitment MJB Consulting — Michael Berne PHASE I: RETAIL ANALYSIS AND STRATEGY (working with a steering committee) • Review of relevant past studies/plans and media clippings • Client -guided walking tour of the study area • Self -guided walking and driving tours of the study area and environs • Assessment of existing retail mix and businesses (including informal merchant interviews) • Focus group with existing merchants • Consider "site-specific" factors (e.g. traffic drivers, visibility/access, parking, "brand" /perceptions, etc.) • Development of a survey instrument and review of tabulations (with surveys to be administered, and results tabulated, by client/interns) • Review and evaluate competing business districts and shopping centers • Interviews with local retail brokers, self -leasing landlords/developers and one local residential broker • Creation of a demographic/psycho-graphic `niche' profile (including proprietary lifestyle segment analysis) • Meetings with City Council's Economic Development sub -committee, City staffers as well as major stakeholders (with direct relevance to Downtown retail) • Evaluation of possible roles for the Client in retail attraction -- which can range from basic information clearinghouse to ongoing recruitment efforts, depending on capacity, likely impact, etc. • Composition of a written piece (and delivery of a PPT presentation), to include a detailed retail "positioning" and tenanting strategy (i.e. target customer, corresponding mix, priority blocks/sites, etc.); recommendations for other related projects and initiatives; and guidance on appropriate next steps Phase I cost is $16,500 with deliverable of an `executive summary' memo and Powerpoint presentation. PHASE II: OUTREACH A minimum of ten presentations and face to face meetings designed to persuade key stakeholders to accept the retail positioning/tenanting strategy. These outreach meetings with landlords, brokers, merchants, and other stakeholders are critical to ensure the active support of those in a position to make investment and tenanting decisions. The meetings will include a review of the initial strategy developed in Phase I as well as a case for participation in the retail attraction to be undertaken in Phase III. This outreach will involve in-depth discussions of business opportunities and focus on those properties that offer the most potential for future investment. The ultimate success of the downtown retail attraction efforts will be severely handicapped without the engagement of key stakeholders. Phase II cost is $6,000 with a deliverable of a summary memo of the outreach meetings. PHASE III: FIRST ROUND OF RETAIL ATTRACTION • Canvassing of and screening for prospective tenants (involving visits to comparable markets/districts and reference to proprietary databases). arriving at a list of fifteen (15) targets • Dcvelopment of one-page "detail sheets" on each. with relevant information for recruitment purposes {CAT size crcdimorthiness. real estate criteria. comparable locations, etc.) • Outreach to [he fifteen (1.3) targets, "pitching" Downtown San Rafael and the Opportunity that it offers (and referring interested leads to landlords'hrokers of spaces that match their criteria) • 'Vlenro summarizing outcomes and guidance on future recruitment efforts Phase III cost is $17,500 with the deliverable of 15 taroct retailers with detail Sheets and initial outreach. Prepare memo su111marizin(7 outcomes and directions for future recruitment efforts. Total Contract Cost $ 40,000 Less 131DJaroet Funds $ l(_) (l(}{)1 Total Citi` Funds S30,000 I X11 ta 11110011 This Agreement is made and entered into thi day of crw, Y , 2014, by and between the CITY OF SAN RAFAEL (hereinafter "CITY"), and Michael J. Berne dba MJB Consulting (hereinafter "CONTRACTOR"). RECITALS WHEREAS, CITY seeks to increase the vibrancy of Downtown San Rafael through an increase in retail and restaurant businesses located downtown; and WHEREAS, in connection with its desire to increase the retail and restaurant options within the downtown, CITY desires to obtain retail recruitment assistance; and WHEREAS, CONTRACTOR has the professional expertise to provide the retail recruitment assistance needed by CITY; and AGREEMENT NOW, THEREFORE, the parties hereby agree as follows: I. PROJECT COORDINATION. A. CITY'S Project Manager. Tom Adams, Economic Development Specialist, is hereby designated the PROJECT MANAGER for the CITY, and said PROJECT MANAGER shall supervise all aspects of the progress and execution of this Agreement. B. CONTRACTOR'S Project Director. CONTRACTOR shall assign a single PROJECT DIRECTOR to have overall responsibility for the progress and execution of this Agreement for CONTRACTOR. Michael J. Berne is hereby designated as the PROJECT DIRECTOR for CONTRACTOR. Should circumstances or conditions subsequent to the execution of this Agreement require a substitute PROJECT DIRECTOR, for any reason, the CONTRACTOR shall notify the CITY within ten (10) business days of the substitution. 2. DUTIES OF CONTRACTOR. CONTRACTOR shall perform the duties and/or provide services as detailed in Exhibit A. 3. DUTIES OF CITY. CITY shall pay the compensation as provided in Paragraph 4, and perform the duties as follows: Provide CONTRACTOR with relevant past studies and pians; Assist CONTRACTOR in 0 71tµw' ,. 6 setting up meetings with merchants, real estate brokers, landlords, developers, and other interested parties; Assist CONTRACTOR with collection of relevant data; Take CONTRACTOR on a walking tour of the Downtown. 4. COMPENSATION. CITY shall pay CONTRACTOR, for the full performance by CONTRACTOR of the services described in Exhibit A, a not to exceed Project Total of $40,000. Payment will be made monthly upon receipt by PROJECT MANAGER of itemized invoices submitted by CONTRACTOR per the hourly rate as specified in Exhibit B subject to the not to exceed amount for each phase of the project as specified in Exhibit A. The payment schedule will include the CITY paying CONTRACTOR an up -front retainer payment of $10,000. CITY will withhold the final payment of $8,000 to be paid to CONTRACTOR upon conclusion of all work pertaining to this contract as described in Exhibit A. is vto] Wmel m11ULTAIgo The term of this Agreement shall be for one (1) year(s) commencing on July 21, 2014 and ending on July 21, 2015. Upon mutual agreement of the parties, and subject to the approval of the City Manager the term of this Agreement may be extended for an additional period of one (1) year(s). TERMINATION. A. Discretionary. Either party may terminate this Agreement without cause upon thirty (30) days written notice mailed or personally delivered to the other party. B. Cause. Either party may terminate this Agreement for cause upon fifteen (15) days written notice mailed or personally delivered to the other party, and the notified party's failure to cure or correct the cause of the termination, to the reasonable satisfaction of the party giving such notice, within such fifteen (15) day time period. C. Effect of Termination. Upon receipt of notice of tennination, neither party shall incur additional obligations under any provision of this Agreement without the prior written consent of the other. D. Return of Documents. Upon termination, any and all CITY documents or materials provided to CONTRACTOR and any and all of CONTRACTOR's documents and materials prepared for or relating to the performance of its duties under this Agreement, shall be delivered to CITY as soon as possible, but not later than thirty (30) days after termination. 7. OWNERSHIP OF DOCUMENTS. The written documents and materials prepared by the CONTRACTOR in connection with the performance of its duties under this Agreement, shall be the sole property of CITY. CITY may use said property for any purpose, including projects not contemplated by this Agreement. 8. INSPECTION AND AUDIT. Upon reasonable notice, CONTRACTOR shall make available to CITY, or its agent, for inspection and audit, all documents and materials maintained by CONTRACTOR in connection with its performance of its duties under this Agreement. CONTRACTOR shall fully cooperate with CITY or its agent in any such audit or inspection. 9. ASSIGNABILITY. The parties agree that they shall not assign or transfer any interest in this Agreement nor the performance of any of their respective obligations hereunder, without the prior written consent of the other party, and any attempt to so assign this Agreement or any rights, duties or obligations arising hereunder shall be void and of no effect. HIMMUMMM-NIM A. Scope of Coverage. During the term of this Agreement, CONTRACTOR shall maintain, at no expense to CITY, the following insurance policies: 1. A commercial general liability insurance policy in the minimum amount of one million dollars ($1,000,000) per occurrence/two million dollars ($2,000,000) aggregate, for death, bodily injury, personal injury, or property damage. 2. An automobile liability (owned, non -owned, and hired vehicles) insurance policy in the minimum amount of one million dollars ($1,000,000) dollars per occurrence. 3. If any licensed professional performs any of the services required to be performed under this Agreement, a professional liability insurance policy in the minimum amount of two million dollars ($2,000,000) per occurrence/four million dollars ($4,000,000) aggregate, to cover any claims arising out of the CONTRACTOR's performance of services tinder this Agreement. Where CONTRACTOR is a professional not required to have a professional license, CITY reserves the right to require CONTRACTOR to provide professional liability insurance pursuant to this section. 4. If it employs any person, CONTRACTOR shall maintain worker's compensation and employer's liability insurance, as required by the State Labor Code and other applicable laws and regulations, and as necessary to protect both CONTRACTOR and CITY against all liability for injuries to CONTRACTOR's officers and employees. CONTRACTOR'S worker's compensation insurance shall be specifically endorsed to waive any right of subrogation against CITY. B. Other Insurance Requirements. The insurance coverage required of the CONTRACTOR in subparagraph A of this section above shall also meet the following requirements: 1. Except for professional liability insurance, the insurance policies shall be specifically endorsed to include the CITY, its officers, agents, employees, and volunteers, as additionally named insureds under the policies. 2. The additional insured coverage under CONTRACTOR'S insurance policies shall be primary with respect to any insurance or coverage maintained by CITY and shall not call upon CITY's insurance or self-insurance coverage for any contribution. The "primary and noncontributory" coverage in CONTRACTOR'S policies shall be at least as broad as ISO form CG20 0104 13. 3. Except for professional liability insurance, the insurance policies shall include, in their text or by endorsement, coverage for contractual liability and personal injury. 4. The insurance policies shall be specifically endorsed to provide that the insurance carrier shall not cancel, terminate or otherwise modify the terms and conditions of said insurance policies except upon ten (10) days written notice to the PROJECT MANAGER. 5. If the insurance is written on a Claims Made Form, then, following tennination of this Agreement, said insurance coverage shall survive for a period of not less than five years. 6. The insurance policies shall provide for a retroactive date of placement coinciding with the effective date of this Agreement. 7. The limits of insurance required in this Agreement may be satisfied by a combination of primary and umbrella or excess insurance. Any umbrella or excess insurance shall contain or be endorsed to contain a provision that such coverage shall also apply on a primary and noncontributory basis for the benefit of CITY (if agreed to in a written contract or agreement) before CITY'S own insurance or self-insurance shall be called upon to protect it as a named insured. 8. It shall be a requirement under this Agreement that any available insurance proceeds broader than or in excess of the specified minimum insurance coverage requirements and/or limits shall be available to CITY or any other additional insured party. Furthermore, the requirements for coverage and limits shall be: (1) the minimum coverage and limits specified in this Agreement; or (2) the broader coverage and maximum limits of coverage of any insurance policy or proceeds available to the named insured; whichever is greater. C. Deductibles and SIR's. Any deductibles or self-insured retentions in CONTRACTOR's insurance policies must be declared to and approved by the PROJECT MANAGER and City Attorney, and shall not reduce the limits of liability. Policies containing any self-insured retention (SIR) provision shall provide or be endorsed to provide that the SIR may be satisfied by either the named insured or CITY or other additional insured party. At CITY's option, the deductibles or self-insured retentions with respect to CITY shall be reduced or eliminated to CITY's satisfaction, or CONTRACTOR shall procure a bond guaranteeing payment of losses and related investigations, claims administration, attorney's fees and defense expenses. D. Proof of Insurance. CONTRACTOR shall provide to the PROJECT MANAGER or CITY'S City Attorney all of the following: (1) Certificates of Insurance evidencing the insurance coverage required in this Agreement; (2) a copy of the policy declaration page and/or endorsement page listing all policy endorsements for the commercial general liability policy, and (3) excerpts of policy language or specific endorsements evidencing the other insurance requirements set forth in this Agreement. CITY reserves the right to obtain a full certified copy of any insurance policy and endorsements from CONTRACTOR. Failure to exercise this right shall not constitute a waiver of the right to exercise it later. The insurance shall be approved as to form and sufficiency by PROJECT MANAGER and the City Attorney. 11. INDEMNIFICATION. A. Except as otherwise provided in Paragraph B., CONTRACTOR shall, to the fullest extent permitted by law, indemnify, release, defend with counsel approved by CITY, and hold harmless CITY, its officers, agents, employees and volunteers (collectively, the "City Indemnitees"), from and against any claim, demand, suit, judgment, loss, liability or expense of any kind, including but not limited to attorney's fees, expert fees and all other costs and fees of litigation, (collectively "CLAIMS"), arising out of CONTRACTOR'S performance of its obligations or conduct of its operations under this Agreement. The CONTRACTOR's obligations apply regardless of whether or not a liability is caused or contributed to by the active or passive negligence of the City Indemnitees. However, to the extent that liability is caused by the active negligence or willful misconduct of the City Indemnitees, the CONTRACTOR's indemnification obligation shall be reduced in proportion to the City Indemnitees' share of liability for the active negligence or willful misconduct. In addition, the acceptance or approval of the CONTRACTOR's work or work product by the CITY or any of its directors, officers or employees shall not relieve or reduce the CONTRACTOR's indemnification obligations. In the event the City Indemnitees are made a party to any action, lawsuit, or other adversarial proceeding arising from CONTRACTOR'S performance of or operations under this Agreement, CONTRACTOR shall provide a defense to the City Indemnitees or at CITY'S option reimburse the City Indemnitees their costs of defense, including reasonable attorneys' fees, incurred in defense of such claims. B. Where the services to be provided by CONTRACTOR under this Agreement are design professional services to be performed by a design professional as that term is defined under Civil Code Section 2782.8, CONTRACTOR shall, to the fullest extent pennitted by law, indemnify, release, defend and hold harmless the City Indemnitees from and against any CLAIMS that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of CONTRACTOR in the performance of its duties and obligations tinder this Agreement or its failure to comply with any of its obligations contained in this Agreement, except such CLAIM which is caused by the sole negligence or willful misconduct of CITY. C. The defense and indemnification obligations of this Agreement are undertaken in addition to, and shall not in any way be limited by, the insurance obligations contained in this Agreement, and shall survive the termination or completion of this Agreement for the frill period of time allowed by law. 12. NONDISCRIMINATION. CONTRACTOR shall not discriminate, in any way, against any person on the basis of age, sex, race, color, religion, ancestry, national origin or disability in connection with or related to the performance of its duties and obligations under this Agreement. 13. COMPLIANCE WITH ALL LAWS. CONTRACTOR shall observe and comply with all applicable federal, state and local laws, ordinances, codes and regulations, in the performance of its duties and obligations under this Agreement. CONTRACTOR shall perform all services under this Agreement in accordance with these laws, ordinances, codes and regulations. CONTRACTOR shall release, defend, indemnify and hold harmless CITY, its officers, agents and employees from any and all damages, liabilities, penalties, fines and all other consequences from any noncompliance or violation of any laws, ordinances, codes or regulations. 14. NO THIRD PARTY BENEFICIARIES. CITY and CONTRACTOR do not intend, by any provision of this Agreement, to create in any third party, any benefit or right owed by one party, under the terms and conditions of this Agreement, to the other party. 15. NOTICES. All notices and other communications required or permitted to be given under this Agreement, including any notice of change of address, shall be in writing and given by personal delivery, or deposited with the United States Postal Service, postage prepaid, addressed to the parties intended to be notified. Notice shall be deemed given as of the date of personal delivery, or if mailed, upon the date of deposit with the United States Postal Service. Notice shall be given as follows: TO CITY's Project Manager: TO CONTRACTOR's Project Director: 16. INDEPENDENT CONTRACTOR. Tom Adams City of San Rafael 1400 Fifth Avenue P.O. Box 151560 San Rafael, CA 94915-1560 Michael J. Berne MJB Consulting 2730 Forest Avenue, Suite W Berkeley, CA 94705 For the purposes, and for the duration, of this Agreement, CONTRACTOR, its officers, agents and employees shall act in the capacity of an Independent Contractor, and not as employees of the CITY. CONTRACTOR and CITY expressly intend and agree that the status of CONTRACTOR, its officers, agents and employees be that of an Independent Contractor and not that of an employee of CITY. 17. ENTIRE AGREEMENT -- AMENDMENTS. A. The terms and conditions of this Agreement, all exhibits attached, and all documents expressly incorporated by reference, represent the entire Agreement of the parties with respect to the subject matter of this Agreement. B. This written Agreement shall supersede any and all prior agreements, oral or written, regarding the subject matter between the CONTRACTOR and the CITY. C. No other agreement, promise or statement, written or oral, relating to the subject matter of this Agreement, shall be valid or binding, except by way of a written amendment to this Agreement. D. The terms and conditions of this Agreement shall not be altered or modified except by a written amendment to this Agreement signed by the CONTRACTOR and the CITY. E. If any conflicts arise between the terms and conditions of this Agreement, and the terms and conditions of the attached exhibits or the documents expressly incorporated by reference, the terms and conditions of this Agreement shall control. 18. SET-OFF AGAINST DEBTS. CONTRACTOR agrees that CITY may deduct from any payment due to CONTRACTOR under this Agreement, any monies which CONTRACTOR owes CITY tinder any ordinance, agreement, contract or resolution for any unpaid taxes, fees, licenses, assessments, unpaid checks or other amounts. 19. WAIVERS. The waiver by either party of any breach or violation of any term, covenant or condition of this Agreement, or of any ordinance, law or regulation, shall not be deemed to be a waiver of any other term, covenant, condition, ordinance, law or regulation, or of any subsequent breach or violation of the same or other term, covenant, condition, ordinance, law or regulation. The subsequent acceptance by either party of any fee, performance, or other consideration which may become due or owing under this Agreement, shall not be deemed to be a waiver of any preceding breach or violation by the other party of any terin, condition, covenant of this Agreement or any applicable law, ordinance or regulation. 20. COSTS AND ATTORNEY'S FEES. The prevailing party in any action brought to enforce the terms and conditions of this Agreement, or arising out of the performance of this Agreement, may recover its reasonable costs (including claims administration) and attorney's fees expended in connection with such action. 21. CITY BUSINESS LICENSE / OTHER TAXES. CONTRACTOR shall obtain and maintain during the duration of this Agreement, a CITY business license as required by the San Rafael Municipal Code CONTRACTOR shall pay any and all state and federal taxes and any other applicable taxes. CITY shall not be required to pay for any work performed under this Agreement, until CONTRACTOR has provided CITY with a completed Internal Revenue Service Form W-9 (Request for Taxpayer Identification Number and Certification). nnnn�:1�A �1% The laws of the State of California shall govern this Agreement. IN WITNESS WHEREOF, the parties have executed this Agreement as of the day, month and year first above written. -Au - By: MX�OL NANCY MACK E, City Manager \ Name: —M1Ch<1ejJ 8er-0 Title: Pr)P--51dP'*1i- ATTEST: ESTHER C. BEIRNE, City Clerk APPROVED AS TO FORM: J� Kr -- ROBERT F. EPSTEIN, City Attorney Scope of [Vowntown San Rafael Retail a PHASE I: DETAIL ANALYSIS AND STRATEGY (working with a steering committee) ® Review of relevant past studies/plans and media clippings ® CIient-guided walking tour of the study area • Self -guided walking and driving tours of the study area and environs ® Assessment of existing retail mix and businesses (including informal merchant interviews) ® Focus group with existing merchants ® Consider "site-specific" factors (e.g. traffic drivers, visibility/access, parking, "brand "/perceptions, etc.) ® Development of a survey instrument and review of tabulations (with surveys to be administered, and results tabulated, by client/interns) • Review and evaluate competing business districts and shopping centers ® Interviews with local retail brokers, self -leasing landlords/developers and one local residential broker ® Creation of a demographic/psycho-graphic `niche' profile (including proprietary lifestyle segment analysis) ® Meetings with City Council's Economic Development sub -committee, City staffers as well as major stakeholders (with direct relevance to Downtown retail) • Evaluation of possible roles for the Client in retail attraction -- which can range from basic information clearinghouse to ongoing recruitment efforts, depending on capacity, likely impact, etc. • Composition of a written piece (and delivery of a PPT presentation), to include a detailed retail "positioning" and tenanting strategy (i.e. target customer, corresponding mix, priority blocks/sites, etc.); recommendations for other related projects and initiatives; and guidance on appropriate next steps Phase I cost is $16,500 with deliverable of an `executive summary' memo and Powerpoint presentation. PHASE II: OUTREACH A minimum of ten presentations and face to face meetings designed to persuade key stakeholders to accept the retail positioning/tenanting strategy. These outreach meetings with landlords, brokers, merchants, and other stakeholders are critical to ensure the active support of those in a position to make investment and tenanting decisions. The meetings will include a review of the initial strategy developed in Phase I as well as a case for participation in the retail attraction to be undertaken in Phase III. This outreach will involve in-depth discussions of business opportunities and focus on those properties that offer the most potential for future investment. The ultimate success of the downtown retail attraction efforts will be severely handicapped without the engagement of key stakeholders. Phase II cost is $6,000 with a deliverable of a summary memo of the outreach meetings. ® Canvassing of and screening for prospective tenants (involving visits to comparable markets/districts and reference to proprietary databases), arriving at a list of fifteen (15) targets ® Development of one-page "detail sheets" on each, with relevant information for recruitment purposes (e.g. size/creditworthiness, real estate criteria, comparable locations, etc.) • Outreach to the fifteen (15) targets, "pitching" Downtown San Rafael and the opportunity that it offers (and referring interested leads to landlords/brokers of spaces that match their criteria) • Memo summarizing outcomes and guidance on future recruitment efforts Phase III cost is $17,500 with the deliverable of 15 target retailers with detail sheets and initial outreach. Prepare memo summarizing outcomes and directions for future recruitment efforts. TotalCity Funds $ -30,000 2730 Forest Avenue, Suite YV Berkeley, California 94705 Office Phone: 5|O'356-4956 85 Fourth Avenue, Suite 6A New York, New York 10003 Thomas Adams Economic Development Coordinator City ofSan Rafael 1400 Fifth Avenue San Rafael, CA 94901 This is to certify that for the purposes of invoicing, Michael i 8erne's billing rate for public and non-profit sector clients io$25Ci00per hour. Michael iBerne President f IFI LIABILITY I RDATE(MM/DDIYYYY)Ill 6/23/2014 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER Fidelity Insurance Service a member of United Valley C11.0;2 C Tracy White PHONE(510) 548-8200 AAX IC N {510}548-5145 AppRL EsS.twhite@f idelityinsurance service. com INSURER(SI AFFORDING COVERAGE NAIL t} 801 Allston Way INSURERA:Sentinel Insurance LTD 111000 Berkeley CA 94710 INSURED INSURER 8 INSURER C: i MJB CONSULTING INSURER D: 2730 FOREST AVE APT W INSURER E: INSURER F: BERKELEY CA 94705 COVERAGES CERTIFICATE NUMBER:CL1462305143 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS, INSR TYPE OF INSURANCE LTR i L. u POLICY NUMBER POLICY EFF POLICY EXP Mw (YYYY MMIDDK LIMITS GENERAL LIABILITY San Rafael, CA 94915 Erik Holland/ERH — ir--t- V Q EACH OCCURRENCE_ $ 1,000,000 X CrJMMERCIAL GENERAL LIABILITY A CLAIMS -MADE a OCCUR. 57SBMBF1919 /17/2014 t /17/2015 . MI F, (Ea ocru �en e $ P;MA TO RENTED 1,000,000 MED EXP (Any one person} $ 10,000 PERSONAL & ADV INJURY $ 1,000,000 GENERAL AGGREGATE $ 2,000,000 GENT. AGGREGATE LIMIT APPLIES PER: PRODUCTS-COMPiCP AGG $ 2,000,000 X I POLICY F7 PRO- I OC S AUTOMOBILE LIABILITY ( COMBINED SINGLE LIMIT Fa 3cnidenty 1,000,000 BODILY INJURY (Parpersen)) A ANY AUTO ALL OVA^iED SCHEDULED AUTDS AUTOS 57SBDMF1919 /17/2614 5/17/2015 app LY INJURY (Per accident) $ PROPERTY PROPERTY GAIrtAGE Per :deny'. $ X I X NON -OWNED HIRED AUTOS AUTOS !!!! $ ! UMBRELLA LIABOCCUR EACH COCURRE`JC_ AGGREGATE a' EXCESS LIARH CLAIMS-MADE DED ! 1 RE7EN—CN3 W WORKERS COMPENSATION AND EMPLOYERS' LIABILITY Y / N I ANY PROPRIETORIPARTNER,EXECJTVE j OFRCERAIEMBER EXCLUDED? F N t A ( WC 5TATU- OTH- T. G. E L. EACH ACCIDENT 3 EL DISEASE -EA EMPLOYE $ 4 (Mandatory In NH) if yes, describe ander DESCRIPTION OF OPERATICNS below L - 9 EASF_ - OL' --Y LM'" T DESCRIPTION OF OPERATIONS / LOCATIONS 1 VEHICLES (Attach ACORD 101, Additional Remarks Schedule, if more space is required) Certificate holder is additional insured in regards to the operations of the insured. CERTIFICATE HOLDER CANCELLATION ACORD 25 (2010105) INSn2; i7n+nns m ©1988-2010 ACORD CORPORATION. All rights reserved. Tho A rr1Rn nnma nnri Innn arc rcnictarari markc of 0C11117171 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. City of Sari Rafael 1400 Fifth Ave AUTHORIZED REPRESENTATIVE PO BOX 15160 San Rafael, CA 94915 Erik Holland/ERH — ir--t- V Q ACORD 25 (2010105) INSn2; i7n+nns m ©1988-2010 ACORD CORPORATION. All rights reserved. Tho A rr1Rn nnma nnri Innn arc rcnictarari markc of 0C11117171 ze This Spectrum Policy consists of the Declarations, Coverage Forms, Common Policy Conditions and any 19 other Forms and Endorsements issued to be a part of the Policy. This insurance is provided by the stock ':�F insurance company ofThe Hartford Insurance Group shown below. SBM INSURER: smNrzmEL ImsosamCE ooMpAmY' LIMITED ONE HARTFORD eLAox' HARTFORD, cz 06153 COMPANY CODE: u Policy Number: 57 SBM oe1919 ox ][HE HARTFORD SPECTRUM POLICY DECLARATIONS Named Insured and Mailing Address: mJo comaoLTzmG (No., Street, Town, State, Zip Code) 2730 roRoor AVE APT w BEonsLor ca 94705 Policy Period: From 05/17/14 To 05/17/15 z YEAR 12:01 em.. Standard time akyour mailing address shown above. Exception: 12 noon in New Hampshire, Name nf4gent/Bnoker: FzooLIrz zmoUsoNco osevzCEzmc/eHS Code: 101065 Previous Policy Number: s) SBM aF1919 Named Insured is: zmoznzouAL Type ofProperty Coverage: NONE Insurance Provided: |nreturn for the payment ofthe premium and subject to all of the terms ofthis policy, we agree with you toprovide insurance asstated inthis policy. TOTAL ANNUAL PREMIUM IS: $uzs me Countersigned by � � Authorized RepresentativeDate os/ne/z4 Form SSOOD2120G Page 001 (ComzzmoEo ON NEXT eaom) i CERTIFICATE LIABILITY INSURANCE DATE (MM/DDIYYYY) 6/23/2014 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER Fidelity Insurance Service a member of United Valley 801 Allston Way Berkeley CA 94710 NAMME6 Tracy White PHONE (510) 548-8200 FAQ No): (510)548-6145 ADORe:twhite@fidelityinsuranceservice.com INSURERS AFFORDING COVERAGE MAIC t! INSURERA:Sentinel Insurance LTD 11000 INSURED MJB CONSULTING 2730 FOREST AVE APT W BERKELEY CA 94705 INSURER 8: INSURER C wsuRERD: INSURER E: INSURER F: CnVFPAnFR CFRTIFICATF NtIMRFRCL1462305143 REVISION NUMBER: THIS 1S TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES, LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS, 1NSR TYPE OF INSURANCE LTR I DL U POLICY NUMBER EXP fi =DpmYY MW OIYYYYY LIMITS GENERAL LIABILITY San Rafael, CA 94915 Erik Holland/ERH _ bi EACH OCCURRENCE S 1,000,000 X COMMERCIAL GENERAL LIABILTY PRNtMI F rrenC S 1,000,000 MED EXP lAny one person) S 10,000 A CLAIMS -MADE ® OCCUR 7SBMBF1919 5/17/2014 5 /17/2015 PERSONA.. is ADV INJURY GENERAL. AGGREGATE S 1,000,000 $ 2,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: PRODUCTS - COMP/OP AGG $ 2 , 000 , 000 X POLICY PRO- 01C$ COMBINED SINGLE LIMIT AUTOMOBILE LIABILITY tEa arcident) 1 000 000 BODILY INJURY (Per person) $ ANY AUTO A ALL OAMED SCHEDULED 57SBMBF1919 5/17/2014 /17/2015 BODILY INJURY (Peracudent) AUTOS AUTOS X X MON-OWNED PROPERTY DAMAGE 'Per a-;r�idert $ HIRED AUTOS AUTOS $ UMBRELLA LAB OCCUR EACH OCCURRENCE. S AGGREGATE S EXCESS LIAB CLAIMS -.ADI DED RETENTION $ S WORKERS COMPENSATION WC STATS;- OTH- T M1. S AND EMPLOYERS' LIABILITY YIN ANY PROPRIETORIPARTNEE%EXECUTiVc E L. EACH ACCIDENT $ Eft EXCLUDED% ❑ OFFICERII(Mandatory NIA € (Mandatory in NH) in E L DISEASE - ER EMPLOYE If yes, describe under DESCRIPTION OF OPERATIONS below E.L.iSEASE -POLICY L!M!T $ DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (Attach ACORD 101, Additional Remarks Schedule, it more space is required) Certificate holder is additional insured in regards to the operations of the insured, r`9=t7TIr-Ir ATF uni nf=P CANCFI_LATION ACORD 25 (2010/05) INStt25 i?ninn..,� ni CD 1988-2010 AGURU UUMPUKA I IUN, All rignts reservea. Tho Arrwn names nnri Innn nra ranictarari mnrkc of A('t)Pn SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. City of San Rafael 1400 Fifth Ave AUTHORIZED REPRESENTATIVE PO Box 15160 San Rafael, CA 94915 Erik Holland/ERH _ bi ACORD 25 (2010/05) INStt25 i?ninn..,� ni CD 1988-2010 AGURU UUMPUKA I IUN, All rignts reservea. Tho Arrwn names nnri Innn nra ranictarari mnrkc of A('t)Pn SPECTRUM POLICY DECLARATIONS (Continued) POLICY NUMBER: 57 SBM 3F1919 Location(s), Building(s), Business of Named Insured and Schedule of Coverages for Premises as designated by Number below, Location: 002 Building: C01 35 4TH AVE APT 6A NEW YORK NY 10003 Description of Business: Consultant - NOC Deductible: NO COVERAGE U A � �--k ,i►�' �91 124:2 MONEY U -,TD SECURITIES 7 NSIDE THE PREMISES OUi'SID;I -114E PREMISES Form SS 00 02 12 06 Process Date: 03/06/14 NO COVERAGE NO COVERAGE No COVERAGE NO COVERAGE NO COVERAGE Page 003 (CONTINUED ON NEXT PAGE) Policy Expiration Date: 05/17/15 • li. eTA• -• POLICY ADDITIONAL INSUREDS: THE FOLLOWING ARE ADDITIONAL INSUREDS FOR BUSINESS LIABILITY COVERAGE IN THIS POLICY. LOCATION 001 BUILDING 401 TYPE PERSON ORGANIZATION NAME SEE FORM IH 12 00 Form SS 00 02 12 06 Page 005 (CONTINUER ON NEXT PAGE) Process Date: 03/06/1-4 Policy Expiration Date: 05/17/15 SPECTRUM POLICY DECLARATIONS (Continued) POLICY NUMBER: S7 S2M 3F1919 Location(s), Building(s), Business of Named Insured and Schedule of Coverages for Premises as designated WA Number below, I Location: 002 Building: 001 85 4TH AVE APT 6A NEW YORK NY 10003 Description of Business: Consultant - NOC • MONEY AND SECURITIES INSIDE THE PREMISES OUTSIDE THE PREMISES Form SS 00 02 12 06 Process Date: 03/06/14 R&IMODIMAWM NO COVERAGE NO COVERAGE NO COVERAGE NO COVERAGE Page 003 (CONTINUED ON NEXT PAGE) Policy Expiration Date: 05/17/15 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. W0141019Z ul" 1101 ZRZIP1910 1:1 Bill 14:4 DIM =1 0.4cle This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART. SCHEDULE Name of Person or Organization: City of San Rafael (if no entry appears above, information required to complete this endorsement will be shown in the Declarations onapplicable tothis endoraementj A. Section U - WHO IS4NINSURED isamended tuinclude oaaninsured the person or organization shown in the Sohedu|e, but only with respect to liability arising out ofyour ongoing operations performed for that insured. B� With respect tothe insurance afforded &othese additional insureds, the following exclusion ioadded: 2. Exclusions This insurance does not apply to "bodily injury" or "property damage" occurring after: 1) All work, including materials, parts or equipment furnished in connection with such work, on the project (other than service, maintenance or repairs) to be performed on or on behalf of the additional insured(s) at the site of the covered operations has been completed; or 2) The portion of "your work" out of which the injury or damage arises has been put to its intended use by any person or organization other than another contractor or subcontractor engaged inperforming operations for aprincipal aaopart ufthe same project. The insurance afforded by this policy shall not be cancelled except after thirty (30) days prior written notice to the additional insured; expect for non-payment of premium, in which case, ten (10) days written notice will be given to the additional insured. CG2O1O1OO1 Copyright, Insurance Services Office, |no,2U08 VEHICLE O EQUIPMENT CERTIFICATE OF INSURANCE 06"612IIATE otamOM7� 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. This form is used to report coverages provided to a single specific vehicle or equipment. Do not use this form to report liability Coverage provided to multiple vehicles under a single policy. Use ACORD 25 for that purpose. PRODUCER NAM A Cynthia Blurngaft Rate Farm Cyninia Blumgart, Agent PAic No ,t : 510-548-2132 I iZ3,,..0 510-848-2151 I 1950 Addison Street. Suite 105 {� } AIL oaaaEEss: cynthia0biumgariinsurance.com Berkeley, CA 94704 OUST MEa w r: 05-05-2014 INSURERS AFFORDING COVERAGE NAIL 9 INSURED INSURER A: State Farm Mutual Automobile Insurance Company ; 25175 KIM, VIV ENNE & BERNE, MICHAEL INSURER 8: 2730 FOREST AVE INSURERC, GENERAL LIABILITY BERKEt_EYCA 94705-1339 INSURER o: EACH CCCURENCE INSURER E: LACJLMit` I IVH VI' VlrtsitiLt VM t=UUIF`INtIV I YEAR j MAKE i MANUFACTURERMODEL BODY TYPE VEHICLE IDENTIFICATION NUMBER 04 AGORA TL 4DR 19UUA66254AG25214 DESCRIPTION SERIAL NUMBER COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLI CY(IES) OF INSURANCE LISTED BELOW HASIH.AVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD(S) INDICATED, NOTVNTHSTANDING ANY REQUIREMENT. TERRA OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WIT14 RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICY(IES) DESCRIBED HEREIN ISIARE SUBJECT TO ALL. 'THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICY(IES) TIN SR Aoa'Lf POLICY EFFECTIVE POLICY EXPIRATION LTR 114RI1! TYPE OF INSURANCE POLICYNUMBER DATEtMMPOONYYYI DATE(MM1001YYYYi LIMITS VEHICLE LIABILITY I DESCRIPTION OF THE ADDITIONAL INTEREST COM DINE I3 S;NGLE LIMIT g A 2474766 E05 -05B 05-05-2014 11-05-2014 BCCILY IN3URY (Per peisar.) S 1,000,000 LENOr-.l LOSS PAYEE E66ILY iry;CiRY fPat;,ctxberh) S 1,000,000 LOAN 7 LEASE NUMBER Ho Box 15160 PRQPEE.TY DAMAGE S 1.000,000 GENERAL LIABILITY AUTHORIZED R'EPRESE TA*E ,, n EACH CCCURENCE GENERA'' AGGRECATE INSR LOSS 1 LTR 0.YEE TYPE OF INSURANCE POLICY NUMBER POLICY EFFECTIVE DATE (MF4TJWYYYY) POLICY EXPIRATION I, DATE fMM,'OOIYYYY) I LIMITS I DEDUCTIBLE IX VEN O L'SICN LOSS ® ACV ❑ ACRFEDAMT $ 500 LIMIT A 2474766 -E05 -OSB 05-05-2014 11-05.2014 �TVFH 1� STAT DnMT $ DED (X VEH COM1iP OTC # ` Q ACV AGREEDMAT $ 500 LItrN7 A •} 247 4766 -L05 -05D 05-05-2014 11-05-2014 I El ❑ STATEDAPAT $ DED PROPERTY 1 [:j ACV [I AGREEIDAIAT $ Lir.+n HASiC BROAD [ARG C] STATED AIAT ( SPECIAL $ DEC [] { I 1 REMARKS (INCLUDING SPECIAL CONDITIONS t OTHER COVERAGES) (Attach ACORD 101, Additional Remarks Schedule, H mere space is rcqulmd) Primary and Noncontributory AVUI I IUNAL NY 1 =Mr -,31 UAIVC.CLL.A I IVIY Select one ofthe Following: SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED The addHior;af trrk nes; aysGitM Leiew rias beer, a -;&--d to me p ifiS {lest listed herein by pot!cy nurnbet(s)- BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE 1 euanrted 1.A sad :he adcitio4a1 sl.leresi daacde'- belcv, Ic the DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. Astec +rnin tr - r VEHICLE I EQUIPMENT INTEREST: LEASED FINANCED DESCRIPTION OF THE ADDITIONAL INTEREST f NAME D ADDRESS OF ADDITIONAL INTEREST X ADDITIONAL INSURED F7 LOSS PAYEE The City Of San Rafael, It's Officers, Agents, Employees and Volunteers LENOr-.l LOSS PAYEE 1400 Fifth Avenue LOAN 7 LEASE NUMBER Ho Box 15160 C San Rafael, CA 94915-1560 AUTHORIZED R'EPRESE TA*E ,, n M reserved. ACORD 23 J201 0105) The ACORD name and logo are registered marks of ACORD 1404361 142987 2 01-28-2013 (b) Rented to, in the care, custody or control of, orover which physical oonUn| is being exercised for any purpose by you, any of your ^amp|uyaaa^. "volunteer workere'', any partner or member (if you are a partnership or joint venture), or any member (if you are e limited liability company). b. Real Estate Manager Any person (other than your "employee"or ^vounkaor wmrker"), or any organization while acting as your real estate manager. c. Temporary Custodians Of Your Property Any person or organization having proper temporary custody of your property if you die. but only: (1) With respect (oliability arising out ofthe maintenance oruse ofthat property; and (2) Until your legal representative has been appointed. d. Legal Representative |fYou Die Your legal representative if you die, but only with respect to duties as such. That representative will have all your rights and duties under this insurance. e. Unnamed Subsidiary Any subsidiary and subsidiary dhoreof, of yours which is a legally incorporated entity of which you own a financial interest of more than 50% of the voting stock on the effective date ofthis Coverage Part. The insurance afforded herein for any subsidiary not shown in the Declarations as a named insured does not apply to injury or damage with respect to which an insured under this insurance is also an insured under another policy or would be an insured under such policy but for its termination or upon the exhaustion of its limits ofinsurance, 3. Newly Acquired Or Formed Organization Any organization you novv|y acquire or form, other than u partnorahip, joint venture or limited liability oompany, and over which you maintain financial interest of more than 50% of the voting otuok, will qualify as a Named Insured if there is no other similar insurance available to that organization. However: m. Coverage under this provision is afforded only until the 180dh day after you acquire or form the organization or the end of the policy period, whichever ieearlier, and b. Coverage under this provision does not apply to: (1) "Bodily injury" or "property damage" that occurred; or (2) "Personal and advertising injury" arising out ofanoffense committed before you acquired or formed the organization. 4. Operator QfMobile Equipment With respect to "mobile equipment' registered in your name under any motor vehicle registration |aw, any person is an insured while driving such equipment along a public highway with your permission. Any other person or organization responsible for the conduct of such person in also aninsured, but only with respect toliability arising out ofthe operation ofthe equipment, and only ifnoother insurance ofany kind ieavailable to that person or organization for this liability. However, nnperson ororganization ieaninsured with respect to: a. "Bodily injury" to a co -"employee" of the person driving the equipmen�or b. "Property damage" to property owned by. rented to, in the charge of or occupied by you or the employer ofany person who is aninsured under this provision. 5. Operator of0onowned Watercraft With respect towatercraft you donot own that is less than 51 feet long and is not being used bzcarry persons horanhonge.anypereoniean insured while operating such watercraft with your permission. Any other person or organization responsible for the conduct of such person is also an insured, but only with respect to liability arising out of the operation of the watenoraft, and only if no other insurance of any kind is available to that person ororganization for this liability, Movvever, no person or organization is an insured with respect to: a. "Bodily injury" to e co -"employee" of the person operating the m/oUamroft-,or b. "Property damage" to property owned by, rented to, in the charge of or occupied by you or the employer ofany person who in mninsured under this provision. 6 Additional Insureds When Required By Written Contract, Written Agreement Or Permit The person(s) or organization(s) identified in Paragraphs o. through f. below are additional Form SS 00 08 04 05 Page 11 of 24 BUSINESS LIABILITY COVERAGE FORM contract, written agreement or because of a (e) Any failure to make such permit issued by a state or political inopaobona, acUusbnenta, tests or oubdivision, that such person or organization servicing as the vendor has be added as on additional insured on your agreed to make or normally po|ioy, provided the injury or damage occurs undertakes to make in the usual subsequent to the execution of the contract or course of buo|naso, in connection agreement, orthe issuance ofthe permit. with the distribution orsale ofthe A person or organization is on additional products; insured under this provision only for that (f) O*monetraUon, instuUadon, period of time required by the cuntract, servicing or repair openadons, agreement orpermit. except such operations performed However, nosuch person or organization is on at the vendor's premises in additional insured under this provision if such connection with the sale of the person or organization is included as an product; additional insured by an endorsement issued (Q) Products whioh, after distribution by un and mode o part of this Coverage pad, or sale by you, have been labeled including all persons or organizations added or relabeled or used as a as additional insureds under the specific container, part oringredient ufany additional insured coverage grants in Section other thing or substance by or for F.—Optional Additional Insured Coverages. the vendor; nr e. Vendors (h) "Bodily injury" or "property Any person(s) or or an�aton(a) (na�nad to - damage'' arising out of the sole � be|ovvasvendo� but ' negligence of the vendor for its "bodily injury" or "property damage" arising own acts or omissions or those of out of "your products" which are distributed its employees or anyone e|aa or sold in the regular oouneo of the vendor's acting its behalf. However, this business and only if this Coverage Part � exclusion does not apply to� provides coverage for "bodily injury" or (i) The exceptions contained in ^property damage" included within the Subparagraphs (d)or(f);or products -completed operations hazond^ (ii) Such inepeotione, adjustments, (1) The insurance afforded to the vendor tests orsemici ngas the vendor d in subject to the following additional has agreed hzmake ornormally exclusions: undertakes komake inthe usual This insurance does not apply to� course of business, in connection with the distribution (a) "Bodily in]ury^ or "property orsale ofthe products. damage" for which the vendor is (2) This insurance does not apply to any obligated to pay damages by insured person or organization from reason of the assumption of whom you have acquired such produda ' liability in a contract oragreement. part or any ingredient, paor container,Thio exclusion does not apply to entering into, accompanying or liability for damages that the containing such pmduds � vendor would have in the absence ofthe contract oragreement; b. Lessors OfEquipment (b) Any express warranty (i) Any person or organization from unauthorized byyou; whom you lease equipment-, but only (o) Any physical or chemical change with respect to their liability for "bodily "property in the product made intentionally irjury'. damage" or "personal bythe vandor� and advertising injury" ' oaueed, in vvho|* or in part, by your (d) Repookeging, except when mainhanonce, operation or use of unpacked solely for the purpose of equipment leased to you by such inepeodon, demonotrabon, tosdnQ, person ororganization. or the substitution of parts under instructions from the manufacturer, and then repackaged in the Page 12 of 24 Form SS 00 08 04 05 (b) Rented to, in the oure, custody or control of, orover which physical control in being exercised for any purpose by you, any of your ''emp|oyaes''. "volunteer workers'', any partner ormember (if you are e partnership or joint venture), or any member (if you are a limited liability company). b. Real Estate Manager Any person (other than your ^emp|oyeo^or "volunteer mmrker), or any organization while acting aeyour real estate manager. u. Temporary Custodians Of Your Property Any person or organization having proper temporary custody of your property if you die. but only: (1) With respect to liability arising out of the maintenance oruse cfthat property; and (2) Until your |oQa| representative hos been appointed. d. Legal Representative |fYou Die Your legal representative if you die, but only with respect to duties as such. That representative will have all your rights and duties under this insurance. Any subsidiary and subsidiary thereof, of yours which is a |aga|k/ incorporated entity of which you own a financial interest of more than 5U%ofthe voting stock onthe effective date ofthis Coverage Part. The insurance afforded herein for any subsidiary not shown in the Declarations as a named insured does not apply to injury or damage with respect to which an insured under this insurance is also an insured under another policy or would be an insured under such policy but for its termination or upon the exhaustion of its limits ofinsurance. 3. Newly Acquired OrFormed Organization Any organization you newly acquire or form, other than a partnerehip, joint venture or limited liability company, and over which you maintain financial interest ofmore than 50% of the voting otouk, will qualify as a Named Insured if there is no other similar insurance available bzthat organization, However: o. Coverage under this provision is afforded only until the 180th day after you acquire or form the organization or the end of the policy period, whichever iuearlier; and BUSINESS LIABILITY COVERAGE FORM b Coverage under this provision does not apply to: (1) "Bodily injury" or "property damage" that occurred; or (2) "Personal and advertising injury" arising out ofanoffense committed before you acquired or formed the organization. 4. Operator Of Mobile Equipment With respect 0o"mobile equipment' registered in your name under any motor vehicle registration |ow, any person ioan insured while driving such equipment along epub|io highway with your permission. Any other person or organization responsible for the conduct of such person is also aninsured, but only with respect Voliability arising out cfthe operation ofthe equipment, and only ifnoother insurance ofany kind iaavailable to that person or organization for this liability. However, noperson ororganization isoninsured with respect to: a. "Bodily injury" to a oo'^emp|nymo^ of the person driving the equipment; or b. "Property damage" to property owned by, rented to, in the charge oforoccupied by you or the employer of any person who is oninsured under this provision. With respect to watercraft you do not own that is less than 51 feet long and is not being used Ncarry persons for acharge, any person isan insured while operating such watercraft with your permission. Any other person or organization responsible for the conduct of such person is also on insuned, but only with respect to liability arising out ofthe operation of the wah*nnraft, and only if no other insurance of any kind is available to that person urorganization for this liability. However, no person or organization is an insured with respect to: a. "Bodily injury" to e co -"employee" of the person operating the watercraft; or b. "Property damage" to property owned by, rented to, in the charge cforoccupied by you or the employer of any person who is aninsured under this provision. 0. Additional Insureds When Required By Written Contract, Written Agreement Or Permit The person(s) ororgonizobon(s) identified in Paragraphs a. through f. below are additional Form SS 00 08 04 05 Page 11 of 24 v� GUb.WESSLIABILITY COVERAGE FORM (2) With respect to the insurance afforded e. Permits Issued By State Or Political to these additional insureds, this Subdivisions insurance does not apply to any (1) Any ababy or political subdivision, but , "occurrence" which takes p|ooa after only with respect to operations you cease 0zlease that equipment. performed byyou oronyour behalf for c. Lessors Of Land Or Premises which the state or political subdivision (1) Any person or organization from . whom you lease land or premises, but (2) With respect hothe insurance afforded only with respect to liability arising out to these additional insunedo, this ofthe ownership, maintenance oruse insurance does not apply to: of that part of the land or premises (a) "Bodily irjuq/'."property damage" leased toyou. or "personal and advertising (2) With respect tothe insurance afforded injury" arising out of operations to these additional insureds, this performed for the state or insurance does not apply to: municipality-, or (o) Any "occurrence" which takes (b) "Bodily injury" or"property damage" place after you cease Lnlease that included within the "products - land or be a tenant in that completed operations hazerd" premises; or f. Any Other Party (b) Structural a|hanatinne' nevv (1) Any other person ororganization who construction or demolition is not an insured under Paragraphs a. operations performed by or on through e. ebove, but only with behalf of such person or respect to liability for "bodily injury''. organization, "property domage" or "personal and d. Architects, Engineers Or Surveyors advertising injury" coused, in whole or (1) Any architect, engineer, ursurveyor, but in pa� ' byyour acts or omissions or only with respect to liability for "bodily the acts or omissions of those acting injury''. "property damage" or "personal onyour behalf: and advertising inju9/'caused, in whole (a) In the performance of your or in pert, by your acts or omissions or ongoing operations; the acts oromissions ofthose acting on (b) In connection with your premises your behalf: owned byorrented toyou�or (o) In connection with your premises; ' (c) |nconnection with "your work" and or included within the "products - (b) |n the performance of your completed operations hazard^. but ongoing operations performed by only if you oronyour behalf. (i) The written contract or written (2) With respect tothe insurance afforded agreement requires you to to those additional insunads, the provide such coverage to following additional exclusion applies: such additional insured; and This insurance does not apply to (ii) This Coverage Part provides "bodily injury", "property damage" or coverage for "bodily irjury^ or .,personal and advertising injury" '.property damaQe" included arising out of the rendering oforthe within the "products - failure to render any professional completed operations hazard" services byorfor you including: � � (2) With respect hzthe insurance afforded (a) The preparing, apprnving, or to these additional insurada, this failure to prepare or approve, insurance does not apply to: mapo, shop drawings, opinions, "Bodily injury". ''property damaQe" or reporte, sun/eya, field orders, "personal and advertising injury" change orders, designs or arising out ofthe rendering of, or the drawings and specifications; or failure to rendor, any professional (b) Supen/iaory, inspodion, architectural, engineering orsurveying architectural or engineering services, including: activities, Form SSOO0004O5 Page 13of24 �BUSINESS LIABILITY COVERAGE FORM (a) The preperng, epprovng, or failure to prepare or approve, mapa, shop drawings, opiniono, reporta, eunaeya, field ondem, change ordaro, designs or drawings and spaci8cadonu�or (b) Supervisory, inapeodon, architectural or engineering The limits ufinsurance that apply toadditional insureds are described in Section D.—Umhs How this insurance applies when other insurance iaavailable toonadditional insured is described inthe Other |nsunonoeCondition in Section E.—Liability And Medical Expenses General Conditions. No person or organization is an insured with respect to the conduct of any current or past purtnarehip, joint venture or limited liability company that is not shown as e Named insured in the Declarations. Dim IRF -11 --fill 1111 NFAW-11011 BM ky, 1:1111 Elm& 1111111111W14LIV LIMITS OF INSURANCE 1. The Most We Will Pay The Limits of Insurance shown in the Declarations and the rules below fix the most mmwill pay regardless ufthe number of: a. Insureds; b. Claims made or^suito^brought; or o. Persons ororganizations making claims or bringing "suits". 2. Aggregate Limits The most we will pay for: o. Damages because of "bodily injury" and "property damage" included in the "prod ucts-oomp|eb*doperations hazard" ia the Prod uds'Comp|ebsd Operations Aggregate Limit shown in the Declarations. b. Damages because of all other "bodily injury", "property damage" or "personal and advertising irjury'', including medical expenaea, iethe General Aggregate Limit shown inthe Declarations. This General Aggregate Limit applies separately to each of your "locations" owned byorrented toyou. "Location" means premises involving the same or connecting |oto, or premises whose connection is interrupted only by stneot, roadway or right-of-way of a This General Aggregate limit duoa not apply to "property damage" to premises while rented to you or temporarily occupied by you with permission of the om/ner, arising out of fire, lightning or explosion. 3. Each Occurrence Limit Subject to 2�. or 2.b abov, whichever applies, the most wewill pay for the sum ofall damages because of all "bodily injury", "property damage" and medical expenses arising out of any one "occurrence" is the Liability and K4edioo| Expenses Limit shown in the Declarations. The most we will pay for all medical expenses because of "bodily irjury^ sustained by any one person is the Medical Expenses Limit shown inthe Declarations. 4. Personal And Advertising Injury Limit Subject to 2.b. abova, the most we will pay for the sum of all damages because of all ^pemona| and advertising injury" sustained by any one person ororganization iathe Personal and Advertising Injury Limit shown in the Oao|anadone. 5. Damage ToPremises Rented ToYou Limit The Damage To Premises Rented To You Limit is the most we will pay under Business Liability Coverage for damages because of ^ property damage" toany one premises, while rented toyou, orinthe case ofdamage byfire, lightning or oxp|osion, while rented to you or temporarily occupied byyou with permission of the owner. In the case of damage by hra. lightning or explosion, the Damage to Premises Rented To You Limit applies to all damage proximately caused by the same ovent, whether such damage results from fire. lightning or explosion orany combination ofthese. G. How Limits Apply ToAdditional Insureds The most we will pay on behalf ofa person or organization who is an additional insured under this Coverage Part iethe lesser of: a. The limits of insurance specified in a written con<ruot, written agreement or permit issued by a state or political subdivision; or b. The Limits of Insurance shown in the Declarations. Such amount shall be a part of and not in addition to the Limits of Insurance shown in the Declarations and described inthis Section. Page 14 of 24 Form SS 00 08 04 05 (2) With respect tothe insurance afforded e. Permits Issued By State Or PoUUom| to these additional insureds, this Subdivisions insurance does not apply to any (1) Any state or political subdivision, but "occurrence" which takes place after only with respect to operations you cease tolease that equipment. performed byyou oronyour behalf for c. Lessors OfLand Or Premises which the state or political subdivision (1) Any person or organization from has issued apermit. whom you lease land or premises, but (2) With respect to the insurance afforded only with respect to liability arising out to these additional inuuredn, this ofthe ownership, maintenance oruse insurance does not apply to: of that part of the land or premises (a) "Bodily irjuryy."property damage" leased toyou. or "personal and advertising (2) With respect Lothe insurance afforded injury" arising out of operations to these additional inouneds, this performed for the state or insurance does not apply to: municipality; or (a) Any "occurrence" which takes (b) "Bodily injury" cx"property damage" place after you cease tolease that included within the "products - land or be u tenant in that completed operations hazand" premises; or t Any Other Party (b) Structural alterations, new (1) Any other person ororganization who construction or demolition i*not uninsured under Paragraphs o. operations performed by or on through e. abovm, but only with behalf of such person or respect to liability for "bodily injury", organization. "property damaga" or "personal and d. Architects, Engineers OrSurveyors advertising irjury" uauead, in whole or (1) Any arohitect, engineer, or surveyor, but in part, by your aoia or omissions or only with n*opeoi to liability for "bodily the acts or omissions of those acting injury''. "property damage" or "personal onyour behalf: and advertising injury" caused, in whole (m) In the performance of your or in port, byyour acts oromissions ur ongoing operations; the acts oromissions of those acting on (b) In connection with your premises your behalf owned byorrented bzyou�or (e) In connection with your premises; (u) In connection with "your work" and or included within the "products - (b) |n the performance of your completed operations hazord''.but ongoing operations performed by only if you oronyour behalf. (i) The written contract orwritten (2) With respect tathe insurance afforded agreement requires you to to these additional inourede, the provide such coverage to following additional exclusion applies: such additional insured; and This insurance does not apply to (ii) This Coverage Pad provides "bodily injury", "property damage" or coverage for "bodily injury" or .,personal and advertising injury" "property domage" included arising out of the rendering of or the within the "products - failure to render any professional completed operations hazand" services byorfor you, including: (2) With respect Uothe insurance afforded (a) The prepehng, appnoving, or to these additional insureda, this failure to prepare or appnnve, insurance does not apply to: mapa, shop drawings, opinions. "Bodily injury", "property damage" or napods, eurvoys, field orders, "personal and advertising injury" change ordero, designs or arising out ofthe rendering of, or the drawings and specifications; or failure to rondor, any professional (b) Supen/ieory, inspection, architectural, engineering orsurveying architectural or engineering services, including: Form SS 00 08 04 05 Page 13 of 24 If more than one limit of insurance under this policy and any endorsements attached thereto applies to any claim or ^suit', the most we will pay under this policy and the endorsements is the single highest limit of liability of all coverages applicable to such claim or "suit". However, this paragraph does not apply tothe Medical Expenses limit set forth inParagraph 3.above, The Limits of Insurance of this Coverage Port apply separately to each consecutive annual period and to any remaining period ofless than 12 mondna, starting with the beginning of the policy period shown in the Dec|anetinns, unless the policy period is extended after issuance for an additional period ufless than 12 months. In that case. the additional period will be deemed part ofthe last preceding period for purposes ofdetermining the Limits ofInsurance. LIABILITY AND MEDICAL EXPENSES GENERAL CONDITIONS 1. Bankruptcy Bankruptcy or insolvency of the insured oro[ the inaurad'a estate will not relieve us of our obligations under this Coverage Part. 2. Duties In The Event Of Occurrence, Offense, Claim Or Suit a. Notice OfOccurrence OrOffense You mrany additional insured must see kz it that we are notified as soon as practicable of an ^000unanoe^ or an offense which may result in ac|aim. To the extent possible, notice should inoiude- (1) Hmw, when and where the "occurrence" oroffense took place; (2) The names and addresses of any injured persons and witnesses; and (3) The nature and location of any injury or damage arising out of the occurrence" uroffense. If claim is mode or "suit" is brought against any insured, you orany additional insured must: (1) Immediately record the specifics ofthe claim or "suit" and the date received� and (2) Notify u000soon eapracticable. You orany additional insured must see hz it that we receive a written notice of the claim or^nuit'essoon eapracticable. o. Assistance And Cooperation Of The Insured You and any other involved insured must: B ESS LIABILITY COVERAGE FORM (1) Immediately send us copies of any demonde, noduaa, summonses or legal papers received in connection with the claim or "suit"; C8 Authorize us to obtain records and other information; (3) Cooperate with usinthe investigation, settlement of the claim or defense against the ''euiC';and (4) Assist us, upon our na4uost, in the enforcement ofany right against any person or organization that may be liable to the insured because of injury or damage to which this insurance may also apply, d. Obligations AtThe |nsuned`s Qm/n Cost No insured will, except atthat innurmd's own cost, voluntarily make a payment, assume any obligation, or incur any expense, other than for first aid, without our consent. a. Additional |nsurod'sOther Insurance K we cover o claim or "suit" under this Coverage Part that may also be covered by other insurance available to an additional insured, such additional insured must submit such claim or "suit" to the other insurer for defense and indemnity. Howaver, this provision does not apply to the extent that you have agreed in a written oontnact, written agreement or permit that this insurance is primary and non-contributory with the additional inoured'sown insurance, f. Knowledge Of An KJccurrenoe, Offensm, Claim Or Suit Paragraphs o. and b. apply to you or to any additional insured only when such ^nocurrencn^. offenne, claim or ^euiC' is known to: (1) You or any additional insured that is enindividua|- . (2) Any partner, if you or an additional insured iaepartnership; (3) Any manager, if you or an additional insured isalimited liability company; (4) Any "executive officer" or insurance manager, if you or on additional insured isacorporodon� (5) Any Uostee, if you or an additional insured iaatrust; or (G) Any elected orappointed official, ifyou or an additional insured is a political subdivision urpublic entity, Form SS 00 08 04 05 Page 15 of 24 BUSINESS LIABILITY COVERAGE FORM This Paragraph t 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 |ow, 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 bythat law. h. With respect to "mobile equipment" to which this insurance app|iea, we will provide any |iabi|ih/, uninsured motoriato, underinsured motoriu1a, no-fault or other oovonaQo required by any motor vehicle law. VVewill provide the required limits for those coverages. 4. Legal Action Against Ua No person or organization has u right under this Coverage Form: m. Tojoin ueaoaparty orotherwise bring uo into a "suit" asking for damages from an insured; or b. Tosue uaonthis Coverage Form unless all of its kanno have been fully complied with. Apomon or organization may sue us to recover on an agreed settlement uron a final judgment against an insured; but we will not be liable for damages that are not payable under the terms cf this insurance or that any 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 orthe claimant's legal representative. G. Separation OfInsureds Except with respect tothe Limits ofInsurance, and any rights orduties specifically assigned in this policy to the first Named Insured, this insurance applies: e. As if each Named Insured were the only Named Insured; and b. Separately to each insured against whom aclaim ismade or''auit'isbrought. 6. Representations n. When You Accept This Policy Byaccepting this pdicy, you agree: (1) The statements in the Oedunodmns are accurate and complete; (2) Those statements are based upon representations you made Uzus; and (3) We have issued this policy in reliance upon your representations. b. Unintentional Failure To Disclose Hazards Junintentionally you should fail bzdisclose all hazards relating to the conduct of your business at the inception doba of this Coverage Part, we ehoU not deny any coverage under this Coverage Part because ofsuch failure. 7. Other Insurance U other wdk1 and md|eodblo insurance is available for a loss we cover under this Coverage Part, our obligations are limited as a. Primary Insurance This insurance isprimary except when b. below applies. If other insurance is also pnmary, we will share with all that other insurance by the method described in c. b. Excess Insurance This insurance isexcess over any ofthe other insurance, whether primary, excess, contingent oronany other basis: (1) Your Work That is Fine. Extended Cmeraga, Builder's FUok. 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 ufthe owner; (3) Tenant Liability That isinsurance purchased byyou to cover your liability as o tenant for "property damage" tn premises nan0ad to you or temporarily occupied by you with permission ofthe owner; (4) Aircraft, Auto Or Watercraft |fthe loss arises out ofthe maintenance or use of aircraft, "autos" orwatercraft to the extant not subject to Exclusion g. of SendonA.—Covemgeo. (5) Property Damage To Borrowed Equipment OrUse OfElevators If the loss arises out of ''property damage" to borrowed equipment or the use of elevators to the extent not subject to Exclusion h. of Section A. — Coverages. Page 16 of 24 Form SS 00 08 04 05 BUSINESS LIABILITY COVERAGE FORM If more than one limit of insurance under this (1) Immediately send us copies of any policy and any endorsements attached thereto demande, nod000, summonses or applies to any claim or "suit", the most wawill pay legal papers received in connection under this policy and the endorsements is the with the claim or "suit"; single highest limit of liability of all coverages (2) Authorize us to obtain records and applicable to such claim or^suif' Howevar, this other information; paragraph does not apply <othe Medical Expenses (3) Cooperate with usinthe investigation, limit set forth inParagraph 3.above. settlement of the claim or defense The Limits of |naunenm* of this Coverage pad apply against the ''suif'; and separately Loeach consecutive annual period and to (4) Assist us, upon our nequest, in the any remaining period ofless than 12 monUhs, starting enforcement of any right against any with the beginning ofthe policy period shown in the person or organization that may be Dec|aratiuna, unless the policy period is extended liable to the insured because of injury after issuance for unadditional period ofless than 12 ordamage to which this insurance months. |nthat case, the additional period will be may also apply. deemed part ofthe last preceding period for purposes ofd�enniningthe Limits of|nsumnne. d Obligations AdThe |nsured`s Own Cost ' E������0�0��y ����� 8����AK�^�� �����yV���� E. Noinsured wiU except sdthat inaumd'eown ' coaL, voluntarily make a payment assume GENERAL CONDITIONS any ob|igation, or incur any expense, other 1. Bankruptcy than for first aid, without our consent. Bankruptcy or insolvency of the insured or of o. Additional |nsuned's Other Insurance the innured'm estate will not relieve us of our If we cover e claim or "suit" under this obligations under this Coverage Part. Coverage Part that may also be covered 2. Duties In The Event Of Occurrence, by other insurance available to an Offense, Claim Or Suit additional insurad, such additional insured a. Notice OfOccurrence OrOffense must submit such claim or "suit" to the other insurer for defense and indemnity, You orany additional insured must see to Hovvever, this provision does not apply to it that we are notified as soon as "occurrence" ' the extent that you have agreed in a practicable of an or an vv written contract, written agreement or offense which may result in a claim,To permit that this insurance is primary and the extent possible, notice include: ' non-contributory with the additional (1) How, when and where the ^000unenue" insuned'oown insurance. oroffense took p|auo� ' f. Knowledge OfAnOccurrence, Offense, (2) The names and addresses of any Claim OrSuit irjunodpersonsandwitnesnes-and ' Paragraphs a. and b. apply to you or to (3) The nature and location of any injury any additional insured only when such or damage arising out of the ''ucourrennm'' offense, claim or "suit" is . . ocou�ence or offense. "occurrence" known to: b. Notice OfClaim (1) You or any additional insured that is If a claim is mode or "suit" is brought an individual; against any inaured, you orany additional (2) Any partner. J you or an additional insured must: insured ieapartnership; (1) Immediately record the specifics ofthe (3) Any managar, if you or an additional claim or ''suit" and the date received; insured isalimited liability company; and (4) Any "executive officer" or insurance (2) Notify usaesoon espracticable. manager, if you or an additional You or any additional insured must see tn insured ioocorporation; it that we receive a written n/dioa of the (G) Any trust*a, if you o/ an additional claim or''suit'ossoon aopracticable. insured isabustor n. Assistance And Cooperation Of The (G) Any elected orappointed official, ifyou Insured or an additional insured in o political You and any other involved insured must: subdivision orpublic entity. Form SS 00 08 04 05 Page 15 of 24 &0 When You Aro Added As An Additional Insured To Other Insurance That isother insurance available to you covering liability for damages ehninQ out of the premises or operations, orproducts and completed operaUono, for which you have been added aaanadditional insured bythat insurance; or (7) When You Add Others As An Additional Insured To This Insurance That is other insurance available toun 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 ByContract This insurance is primary if you have agreed in owritten oonLract, 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 o. below. (b) Primary And Non -Contributory To Other Insurance When Required ByContract If you have agreed in o written oonbect, written agreement or permit that this insurance is primary and non-contributory with the additional insured'o own inaunonoe. this insurance is primary and we will not seek contribution from that other insurance. Paragraphs (o) and (b) do not apply 0z other insurance towhich the additional insured has been added as an additional insured, When this insurance is exooss, we will have no duty under this Coverage Part to defend the insured against any "auit'ifany other insurer has a duty N defend the insured against that "suit". If no other insurer defende, we will undertake to do eo, but wmwill beentitled 0nthe insured'a rights against all those other insurers. �~ �BUSINESS LIABILITY COVERAGE FORM When this insurance is excess over other innurance, we will pay only our share of the amount of the |ooa, if any, that exceeds the sum of: (1) The total amount that all such other insurance would pay for the loss inthe absence ofthis insurance; and CQ The total of all deductible and self- insured amounts under all that other insurance. VV*will share the remaining loss, ifany, 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 ofthis Coverage Part. o. Method OfSharing If all the other insurance permits contribution by equal shanas, we will kd|mw this method also. Under this approach, each insurer contributes equal amounts until it has paid its applicable limit of insurance or none of the |oaa remains, whichever comes first. |fany ofthe other insurance does not permit contribution by equal shams, we will contribute bylimits. Under this method, each insurer's share is based on the ratio of its applicable limit of insurance to the total applicable limits ofinsurance ofall insurers. Transfer Of Rights Of Recovery Against Others To Us a. Transfer OfRights Of Recovery If the insured has hONs to recover all or part of any payment, including Supplementary Payments, mehave made under this Coverage Part, those rights are transferred to us. The insured must do nothing after loss &o 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 toMedical Expenses Coverage. b. Waiver OfRights OfRecovery (Waiver Of Subrogation) If the insured has waived any rights of recovery against any person or organization for all orpart ofany payment, including Supplementary Paymente, we have made under this Coverage Part, vve also waive that riQht, provided the insured waived their rights of recovery against such person or organization in o oontract, agreement or permit that was executed prior tothe injury ordamage. Form SS 00 08 04 05 Page 17 of 24 All coverages of this policy are subject to the following conditions. A. Cancellation 1. The first Named Insured shown in the Declarations may cancel this policy bymailing or delivering to us advance written notice of cancellation. 2. We may cancel this policy by mailing or delivering to the first Named Insured vvhUen notice of cancellation at least: a. 5 days before the effective date of cancellation if any one of the following conditions exists at any building that is Covered Property inthis policy: (1) The building has been vacant or unoccupied OO or more consecutive days. This does not apply to: (o) Seasonal un000upancy;or (b) Buildings in the course of oonatruction, renovation or Buildings with 65% or more of the rental units or flour area vacant or unoccupied are considered unoccupied under this provision. (2) After damage by Covered Cause of Losu, permanent repairs to the building: (a) Have not started-, and (b) Have not been contracted for, within 30 days of initial payment of loss. (3) The building has: (o) An outstanding order to vacate; (b) An outstanding demolition order; or (o) Been declared unsafe by governmental authority. (4) Fixed and salvageable items have been or are being removed from the building and are not being replaced. This does not apply to such removal that is necessary orincidental 1u any renovation nrremodeling. Form SS 00 05 10 08 (5) Failure to: (a) Furnish necessary heat, water, sewer aeniuo or electricity for 30 consecutive days ormore, except during a period of seasonal unocoupanny;or (b) Pay property taxes that are owing and have been outstanding for more than one year following the date due, except that this provision will not apply where you are in a bona fide dispute with the taxing authority regarding payment ofsuch taxes. b. 10 days before the effective date of cancellation if we ounca| for nonpayment of premium. c. 30 days before the effective date of cancellation if we cancel for any other reason. 3. We will mail or deliver our notice to the first Named |naunad'y last mailing address known to ua. 4. Notice of cancellation will state the effective date ofcancellation. The policy period will end onthat date. 5. If this policy is oanoa|od, we will send the first Named Insured any premium refund due. Such refund will bepro rata. |fthe first Named Insured cancels, the refund may beless than pro rata. The cancellation will beeffective even ifvvehave not made oroffered arefund. G. If nuboo is mai|ed, proof of mailing will be sufficient proof ofnotice. This policy contains all the agreements between you and us concerning the insurance afforded. The first Named Insured shown in the Declarations is authorized iomake changes in.dhoterms ofthis policy with our consent. This policy's tanno can be amended or waived only byendorsement issued by us and mad* a part ofthis policy. @200O.The Hartford Below is the process for getting your professional services agreements/contracts finalized and executed. Please attach this "Completion Checklist and Routing Slip" to the front of your contract as you circulate it for review and signatures. Please use this form for all professional services agreements/contracts (not just those requiring City Council approval). This process should occur in the order presented below. Step Responsible Description Completion Department Date 1 City Attorney Review, revise, and comment on draft dZ1, /f agreement. ` Al 2 Contracting Department Forward final agreement to contractor for their signature. Obtain at least two signed g' g originals from contractor. 3 Contracting Department Agendize contractor -signed agreement for Council approval, if Council approval necessary (as defined by City Attorney/City Ordinance*). 4 City Attorney Review and approve form of agreement; 7f�-Z� bonds, and insurance certificates and I b �,s4 endorsements. s� -J - 5 City Manager l Mayor ; or Agreement executed by Council authorized Department Head official. �` 6 City Clerk City Clerk attests signatures, retains original agreement and forwards copies to the contracting de ariment. To be completed by Contracting Department: Project Manager: Tom Adams Project Name: Downtown Retail Recruitment Study Agendized for City Council Meeting of (if necessary): June 2, 2014 If you have questions on this process, please contact the City Attorney's Office at 485-3080. Council approval is required if contract is over $20,000 on a cumulative basis. M n LIABILITYACCW? DATE (MM/DD.YYYY) — L.� CERTIFICATE OF F6/23/2014 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder n lieu of such endorsement(s). PRODUCER CONTACT NAME: Tracy White Fidelity Insurance Service PHONE (51O}546-6200 RA,. No:IS10)54H-6145 a member of United Valley a AIL tcwhite@fidelityinsuranceservice.com 801 Allston Way INSURERS AFFORDING COVERAGE NAIC # Berkeley CA 94710 --INSURER ArSentinel Insurance LTD 11000 INSURED ... _....__ MJB CONSULTING 2730 FOREST ALAE 'APT W t BERKELEY CA 94705 1 INSURER F: ' ' COVERAGES CERTIFICATE NUMBER:CL1462305143 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POUCIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED NCr, 'THS€AND NG ANY REQUIREMENT. TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERT, AIN. THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, ( EXCLUSIONS ANT CONN TIONS OF SUCH POLICIES 111MITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR!ADDL SUBR POLICY EFF POLICY EXP LTR TYPE OF INSURANCE WVQ POLICY NUMBER MMDD,YYYn (MMDD,= LIMITS GENERAL LIABILITY EACH OCCURRENCE S 1,000,000 X i DAMAGE TO RENTED PREMISES 'Ea accurrence7 r-- 1,000,000 MED EXP !Any one person) S 10,000 A I f 1 1 r )� ) j 57Ggtg3r~,1g2 g ... 117 J2014 /17/2025 j .............. .� ___ 1 PERSONAL & ADV INJURY $ 1,000,000 GENERAL AGGREGATE S 2,000,000 PRODUCTS - COMROP AGO $ 2,000,000 `iEj: v a:ri r'i r t _r c ' 1c 5 I AUTOMOBILE LIABILITY SINGLE LIMIT (Ea Ea accident) S 1,000,000 BODILY INJURY (Per person) S -- - 57SB14BF"1919 /17/2014 /27/2015 BODILY INJURY (Per accident) S a -J� 4 PROPERTY DAMAGE Per accident S - r i "tiJ">>: i i UMBRELLA LIAB _�n I EACH OCCURRENCE S ��EXCESS LIAR — I AGGREGATE S E D - `.";inti_; 1 5 k WORKERS COMPENSATION ! WC STATU- OTH- AND EMPLOYERS LE BILiTY v_S N1 N A E.L. EACH ACCIDENT 5 (Mandatory In NH) E . DISEASE - EA EMPLOYE S .- DE: --"- ON OTA- t' E.L. DISEASE - POLICY LIMIT S DESCRIPTION OF OPERATIONS LOCATIONS r VEHICLES (Attach ACORD 101, Additional Remarks Schedule, If more space is required) Certificate holder is additional insured in regards to the operations of the insured. CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN City of Sen RafaelACCORDANCE WITH THE POLICY PROVISIONS. 1400 Fifth Ave PO Box 15160 AUTHORIZED REPRESENTATIVE San Rafael, CA 94915 Erik Holland/ERH ACORD 25 (2010 05) O 1988-2010 ACORD CORPORATION. All rights reserved. INi1125 r' :1-' - 1 Tho Al"clon name -1 In— era renictararl m—lee of Arr)Pn zs This Spectrum Policy cu.isists of the Declarations, Coverage Forms, uummon Policy Conditions and any zy other Forms and Endorsements issued to be a part of the Policy. This insurance is provided by the stock BF insurance company ofThe Hartford Insurance Group shown below. SBM INSURER: SENTINEL INSURANCE CoMeANr. LzmzzEo ONE HARTFORD eLaZa' HARTFORD, CT 06155 COMPANY CODE: A U���� Policy Number: s� �am ��zs�g o� ~-.�...��m��| ' lFly 7FORl0 SPECTRUM POLICY DECLARATIONS Named Insured and Mailing Address: mJB CONSULTING (No., Street, Town, State, Zip Code) 2730 FOREST AVE APT W BERKELEY ox 94705 Policy Period: From 05/17/14 To 05/17/15 1 YEAR 12:01 a.m.. Standard time ntyour mailing address shown above. Exception: 12 noon in New Hampshire. Name ofAOent/Bnohur: rzoELzTx INSURANCE oEonzcEzmc/PHa Code: 101065 Previous Policy Number: 57 SBM BF1919 Named Insured is: zmozVzDoAL Audit Period: NON -AUDITABLE Type ofProperty Coverage: momo Insurance Provided: |nreturn for the payment ofthe premium and subject to all ofthe terms ofthis policy, we agree with you toprovide insurance aostated inthis policy. TOTAL ANNUAL PREMIUM IS: Countersigned by Authorized Representative oa/ne/z4 Date Form SS000212DG page 001 (CONTINUED ON mExz PAGE) SPECTRUM POLICY DECLARATIONS (Continued) POLICY NUMBER: 57 SBM 13F1919 Location(s), Building(s), Business of Named Insured and Schedule of Coverages for Premises as designated by Number below. Location: 001 Building: 001 2730 FOREST AVE APT W BERKELEY CA 94705 Description of Business: Consultant - NOC Deductible: NO COVERAGE BUILDING AND BUSINESS PERSONAL PROPERTY LIMITS OF INSURANCE BUSINESS PERSONAL PROPERTY REPLACEMENT COST PERSONAL PROPERTY OF OTHERS REPLACEMENT COST MONEY AND SECURITIES INSIDE THE PREMISES OUTSIDE THE PREMISES Form SS 00 02 12 06 Process Date: 03/06/14 NO COVERAGE NO COVERAGE NO COVERAGE NO COVERAGE NO COVERAGE Page 002 (CONTINUED ON NEXT PAGE) Policy Expiration Date: 05/17/15 SPECTRUM POLICY DECLARATIONS (Continued) POLICY NUMBER: 57 SBM EF1919 Location(s), Building(s), Business of Named Insured and Schedule of Coverages for Premises as designated by Number below. Location: 002 Building: 001 85 4TH AVE APT 6A NEW YORK NY 10003 Description of Business: Consultant - NOC Deductible: NO COVERAGE BUILDING AND BUSINESS PERSONAL PROPERTY LIMITS OF INSURANCE BUSINESS PERSONAL PROPERTY REPLACEMENT COST PERSONAL PROPERTY OF OTHERS REPLACEMENT COST MONEY AND SECURITIES INSIDE THE PREMISES OUTSIDE THE PREMISES Form SS 00 02 12 06 Process Date: 03/06/14 NO COVERAGE NO COVERAGE NO COVERAGE NO COVERAGE NO COVERAGE Page 003 (CONTINUED ON NEXT PAGE) Policy Expiration Date: 05/17/15 SPECTRUM POLICY DECLARATIONS (Continued) POLICY NUMBER: 57 SBM BF1919 BUSINESS LIABILITY LIABILITY AND MEDICAL EXPENSES MEDICAL EXPENSES - ANY ONE PERSON PERSONAL AND ADVERTISING INJURY DAMAGES TO PREMISES RENTED TO YOU ANY ONE PREMISES AGGREGATE LIMITS PRODUCTS -COMPLETED OPERATIONS FORM SS 05 09 GENERAL AGGREGATE BUSINESS LIABILITY OPTIONAL COVERAGES FARED/NON-OWNED AUTO LIABILITY Form SS 00 02 12 06 Process Date: 03/06/14 LIMITS OF INSURANCE $1,000,000 $ 10,000 $1,000,000 $1,000,000 $2,000,000 $2,000,000 $1,000,000 Page 004 (CONTINUED ON NEXT PAGE) Policy Expiration Date: 05/17/15 SPECTRUM POLICY DECLARATIONS (Continued) POLICY NUMBER: 57 SBM BF1919 ADDITIONAL INSUREDS: THE FOLLOWING ARE ADDITIONAL INSUREDS FOR BUSINESS LIABILITY COVERAGE IN THIS POLICY. LOCATION 001 BUILDING 001 TYPE PERSON ORGANIZATION NAME SEE FORM IH 12 00 Form SS 00 02 12 06 Page 005 (CONTINUED ON NEXT PAGE) Process Date: 03/05/14 Policy Expiration Date: 05/17/15 SPECTRUM POLICY DECLARATIONS (Continued) POLICY NUMBER: 57 SBM BF1919 Form Numbers of Forms and Endorsements that apply: SS 00 05 10 08 SS 00 08 04 05 SS 01 26 02 14 SS 04 38 09 09 SS 05 09 07 00 SS 05 47 09 01 SS 00 46 06 13 IH 99 40 04 09 IH 12 00 11 85 ADDITIONAL INSURED SS 00 45 12 06 SS 01 21 07 08 SS 41 62 06 11 SS 41 63 06 11 SS 50 19 03 12 106373 IH 99 41 04 09 SS 83 76 03 12 - PERSON -ORGANIZATION Form SS 00 02 12 06 Page 006 Process Date: 03/06/14 Policy Expiration Date: 05/17/15 '--1111i AC: R& VEHICLE OR EQUIPMENT CERTIFICATE OF INSURANCE DATE (MM1)DrYYyY) 10611612014 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS c CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE CF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. This form is used to report coverages provided to a single specific vehicle or equipment, Do not use this form to report liability coverage provided to multiple vehicles under a sing policy. Use ACORD 25 for that purpose. PRODUCER CONTACT NAME.- Cyrthia BlUmqaft Cynthia 131011g2n, Agent PHONE ;.J 510-848-2132FAx lAiC, Nu 10-848-2151 'M— 1950 Addison Street Su,le 105 E-MAILA D. _SS: cynthia@bl urngarl i n' SUra nce. com .Serkelev CA. 94704 7RODLCE INSURER ) AFFORDING COVERAGE NAIC # INSURED INSURER A State Farm Mitual Automobi e I risurance Company 25178 Kir/, VIV ENNE & BERNE, MICHAEL INSURER B 2739 FOREST AVE INSURER.0 BFPKF, FY i -'A 94705-1339 DESCRIPTION OF VEHICLE OR EQUIPMENT YEAR MAKE i MANUFACTURER MODEL BODY TYPE VEHICLE IDENTIFICATION NUMBER 04 AURA. TL 4DR 19UUA,66254A025214 DESCRIPTION SERIAL NUMBER UUVt:9A(Jt,'j CERTIFICATE NUMBER: REVISION NUMBER: 1 H+S IS 10 CERT. "'Y THAT -1 fiE POL�CVNES; OF INSURANCE LISTED BELOAHASIHAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POL'CT­---' FERiOC(SS NDICA-ED `407NITHS ANIDirqG ANY R EQUIREvIFIN 1 TERM OR CONDITION OF ANY CONTRACT ;R OTHF R DOCUMENT VATH RESPECT TO WHICH TH-S C ERTJ:LATE 'A BE ISSUED OR MAY PERTAIN THE INISURANC E AFFOR DED BY THE POLCYIIES) DESCRIBED HEREIN ISIARF SUBJFCI To SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED INSR,'-n,L POLICYEFFECTIVF POLUYEXPIRATION — [tei! r,,,l lh, - Inal I 0 LTR flll��Rq TYPE I INSURANCE POL,CYNUMeER OA (MWIDWYYYY DATE (MMA)O1YYYYj, LIMITS TE I �EHICLL , EQJIPMEN INTEREST LEASED x VEHICLE -,A -, L, "OVDINEDS f-3LE L NII T NAME AND ADDRESS OF ACDITil-NAL INTEREST X; ADDITIONAL INSURED 247 4766E05-058 05-05-2014 11-05-2014 S 1,000.0co --- LENDER*S LOSS PAYEE S 1,000,000 400, P h Aven je PI -Y L-uP, :Fpr,-,rrjde,t) LOAN I LEASE NUPABER P�-19:-.Ixl I'DiC0 S 1,0D0,000 GENERAL LIABILITY AUTHORIZED REPRESE"TAE GDIEWA- AGGREGATE INSF c POLICYEFFECTiVE POLICY EXPIRATION LTR F'AYEEi T PEOFINSURJNNCE POLICY NUMMER DATE (MM:I)E)fYYYY) DATE (MM.'DDrYYYY) LIMITS (DEDUCTIBLE XTI ACE D ACIV E] RE -DANT I 5C)() LIMIT A 247 4766 F-05 05B 05 05-2014 11-05-2014 L:3 _- ATE- FEAT s —4150 DED A "r -V AGRe-71DAFAT $ 500 1 2471 13 05 05-2014 11-0 E05-015 5-2014 LIMIT AM 5 RED PROPERTY Ej ACV L AGREED AVT F—I $ LIMIT STA, -F,' A'A- It DED RENIAPKS l INC -U DING SPECIAL CC N017, ON 5 i OTHER COVERAGES) AU—h ACORD 101, Add Ric- I RcmA rks Sched.1c, r—,. space Is rc q.Ircd I Prjmary arx Noncontribitcry A UL)i I 1UNIAL IN I LI -I I CANCELLATION Selcct oneof tnt fol;awng SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED ist-dm,eln c; pal r �u-nberj,, BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE — [tei! r,,,l lh, - Inal I d—, be:_ ", T IP_ Fc."cp es, DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. �EHICLL , EQJIPMEN INTEREST LEASED FINANCED i DESCRIPTION OF THE ADDITIONAL 11,1TEREST NAME AND ADDRESS OF ACDITil-NAL INTEREST X; ADDITIONAL INSURED LOSS PAYEE (.7itv ot !ar Rafaezl, H's CIffic-ers AuentS, Employees and VOILInteers T10 --- LENDER*S LOSS PAYEE 400, P h Aven je LOAN I LEASE NUPABER P�-19:-.Ixl I'DiC0 San P PS -�'A941)1'1 151-,C AUTHORIZED REPRESE"TAE (sD1997-2010 ACOVD CORROROON, All rights reserved. ACORD 23 f201 0105) The ACORD name and logo are registered marks of ACORD 1004361 1429872 01-28-2013 N CITY OF SAN RAFAEL ROUTING SLIP / APPROVAL FORM INSTRUCTIONS: USE THIS FORM WITH EACH SUBMITTAL OF A CONTRACT, AGREEMENT, ORDINANCE OR RESOLUTION BEFORE APPROVAL BY COUNCIL / AGENCY. SRCC\SA AGENDA ITEM NO. ) DATE OF MEETING: June 2, 2014 FROM: Tom Adams DEPARTMENT: Economic Development DATE: 6/3/14 TITLE OF DOCUMENT: Resolution of the San Rafael City Council Authorizing the City Manager to Execute an Agreement for Professional Services with MJB Consulting for a Downtown Retail Recruitment Study in an Amount not to exceed $40,000 60 A Department Head (signature) (LOWER HALF OF FORM FOR APPROVALS ONLY) APPROVED AS COUNCIL / AGENCY AGENDA ITEM: d m.. 4 P n City Manager (signature) NOT APPROVED REMARKS: APPROVED AS TO FORM: City Attorney (signature)