HomeMy WebLinkAboutSchaefer Land Design �
PROFESS/ONAL SERV/CES AGREEMENT.-
LANDSCAPE/MPLEMENTAT/ON SERV/CES- OSHKOSH PUBL/C MUSEUM
THIS AGREEMENT, made on the 287H day of January, 2015, by and between the CITY
OF OSHKOSH, party of the first part, hereinafter referred to as CITY, and SCHAEFER
LAND DESIGN, 405 N. PAGE STREET, STOUGHTON, WI 53589, hereinafter referred
to as the CONSULTANT,
WITNESSETH:
That the City and the Consultant, for the consideration hereinafter named, enter
into the following agreement. The Consultant's proposal is attached hereto and
reflects the agreement of the parties except where it conflicts with this agreement, in
which case this agreement shall prevail.
ARTICLE I. PROJECT MANAGER
A. Assignment of Project Manager. The Consultant shall assign the following
individual to manage the project described in this contract:
(Jim Schaefer, ASLA, Principal, Schaefer Land Design)
B. Changes in Project Manager. The City shall have the right to approve or
disapprove of any proposed change from the individual named above as Project
Manager. The City shall be provided with a resume or other information for any
proposed substitute and shall be given the opportunity to interview that person prior to
any proposed change.
ARTICLE II. CITY REPRESENTATIVE
The City shall assign the following individual to manage the project described in this
contract:
(Brad Larson, Oshkosh Public Museum Director)
ARTICLE III. SCOPE OF WORK
�z�s���-
The Consultant shall provide the in ' r design services described in the
Consultant's "Proposal for Oshkosh Public Museum Entry Garden- Landscape
Implementation Services" dated 1/16/15 and attached as Exhibit A. If anything in the
Consultant's proposal conflicts with this agreement, the provisions in this agreement
shall govern.
1
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The Consultant may provide additional products and/or services if such
products/services are requested in writing by the Authorized Representative of the
City.
ARTICLE IV. CITY RESPONSIBLITIES
The City shall furnish, at the Consultant's request, such information as is
needed by the Consultant to aid in the progress of the project, providing it is
reasonably obtainable from City records.
To prevent any unreasonable delay in the Consultant's work the City will
examine all reports and other documents and will make any authorizations necessary
to proceed with work within a reasonable time period.
ARTICLE V. TIME OF COMPLETION
The work to be performed under this contract shall commence immediately and
work will be completed no later than September 1 , 2015 unless both parties agree to
extend the completion date in writing.
ARTICLE III. PAYMENT
A. The Contract Sum.
The City shall pay to the Consultant for the performance of the contract the sum of
S 12,630, adjusted by any changes hereafter mutually agreed upon in writing by the
parties hereto.
Fee schedules shall be firm for the duration of this Agreement.
B. Method of Payment. The Consultant shall submit itemized monthly
statements for services. The City shall pay the Consultant within 30 calendar days
after receipt of such statement. If any statement amount is disputed, the City may
withhold payment of such amount and shall provide to Consultant a statement as to
the reason(s) for withholding payment.
C. Additional Costs. Costs for any additional services are to be negotiated and
set forth in a written amendment to this agreement executed by both parties prior to
proceeding with the work covered under the subject amendment.
ARTICLE IV. CONSULTANT TO HOLD CITY HARMLESS
The Consultant covenants and agrees to protect and hold the City of Oshkosh
harmless against all actions, claims and demands of any kind or character whatsoever
which may in any way be caused by or result from the intentional or negligent acts of
the Consultant, his agents or assigns, his employees or his subcontractors related
however remotely to the performance of this Contract or be caused or result from any
2
violation of any law or administrative regulation, and shall indemnify or refund to the
City all sums including court costs, attorney fees and punitive damages which the City
may be obliged or adjudged to pay on any such claims or demands within thirty (30)
days of the date of the City's written demand for indemnification or refund.
ARTICLE V. INSURANCE
The Consultant shall provide insurance for this project that includes the City of
Oshkosh as an additional insured. The specific coverage required for this project is
identified as the City of Oshkosh's Professional Services Insurance Requirements as a
separate document. The consultant's certificate of insurance meeting these insurance
requirements for this project is attached as Exhibit B.
ARTICLE VI. TERMINATION
A. For Cause.
If the Consultant shall fail to fulfill in timely and proper manner any of the obligations
under this Agreement, the City shall have the right to terminate this Agreement by
written notice to the Consultant. In this event, the Consultant shall be entitled to
compensation for any satisfactory, usable work completed.
B. For Convenience.
The City may terminate this contract at any time by giving written notice to the
Consultant no later than 10 calendar days before the termination date. If the City
terminates under this paragraph, then the Consultant shall be entitled to compensation
for any satisfactory work performed to the date of termination.
This document and any specified attachments contain all terms and conditions
of the Agreement and any alteration thereto shall be invalid unless made in writing,
signed by both parties and incorporated as an amendment to this Agreement.
3
In the Presence of: CONSULTANT
By:
t'�t N ���•�-
(Seal of Consultant (Specify Title)
if a Corporation.)
By:
(Specify Title)
CITY OF OSHKOSH
^ By: ��_
�" ZZ �'�-�L` 'L Mark A. Ro loff, City Manager
(Witness) °
�z � � � '�
L� ;���- And:`� � � \ �
(Witness) Pamela R. Ubrig, City Clerk �
A OVED: I hereby certify that the necess-
ary provisions have been made to
pay the liability which will accrue
under this contract.
City A e
�-'�'�Xr1 �`'�t�.1�01�
Finance Director
4
�X�� r.s�7" ,�4
405 N. Page Street
Stoughton,Wisconsin 53589
(608)225-7946 ph.
January 16, 2015
A Proposal for
Oshkosh Public Museum
Entry Garden - Landscape Implementation Services
City of Oshkosh, Wisconsin
Bradley Larson, Director
Oshkosh Public Museum
1331 Algoma Boulevard
Oshkosh, WI 54901
Dear Brad,
As requested, we will be happy to continue on with the Museum landscape renovation project,
providing implementation and construction administration services. This work will support you
and your staff in the installation of the first phase 'Entry Garden' design that has been provided
CIP funding for a first phase of construction for this Spring/Summer, 2015. It is our
understanding that you have approximately $115,000 budgeted for design and construction
administration for the project.
Our work will focus on design revisions to the construction documents needed to create a bid
set, bidding coordination &contractor selection, and construction administration /site
inspections to approve the work in the field. The bid set needs to be revised to reflect the phase
1 project scope, and the related specifications need to be changed to the public works format for
the front-end sections, bid forms, etc.
Design issues that need to be addressed in the revisions include: Entry Arch signage addition
and Tiffany grillwork, Lincoln bust relocation, Hebe sculpture, Veteran's globe, interpretive
plaques selections, memorial tree grove, revised phasing.
Scope of Services
• Citv Staff Meetinq —We already provided this service, having met with Public Works,
Planning, Econ. Dev., and Historic Dev. Staff to discuss the CIP/site plan review
process to approve bid documents.
o Fee estimate -$400
• Construction Document Revisions—Changes will be made to the existing drawing set
per design changes described above, and to allow bidding for phase 1 as a stand-alone
project. Plans will be submitted for site plan review.
o Fee estimate- $2,400
• Specification Manual Revisions—The front-end of the specifications and bid form will be
reformatted to match requirements for public works bidding process.
o Fee estimate- $1,600
page 1 of2 jschaefersld@sbcglobal.net
405 N. Page Street
Stoughton,Wisconsin 53589
(608)225-7946 ph.
• Public Works Biddinq Coordination —We will submit bid documents, coordinate
advertisement, attend per-bid meetings if desired, and advise on contractor selection.
o Fee estimate- $1,600
• Pre-Construction Meetinq—We will meet onsite to provide orientation to contractors,
review product submittal requirements, scheduling of the work, and quality of work
requirements.
o Fee estimate - $400
• ProducUShop Drawinqs Review—We will review and recommend approvals of required
product submittals. We will also review required shop drawings and inspect progress of
custom fabrications prior to delivery to site.
o Fee estimate -$1,200
• Site Inspections—We will make regular visits to the job site during construction, and
special trips as needed to inspect work progress and quality. We will follow-up with
punch-lists and approvals for payment recommendations as appropriate. We assume
approximately 6-8 visits.
o Fee estimate -$3,200
Reimbursable Expenses
• Printing
o Full-size construction sets—3 sets- $480
o Specifications—3 sets- $150
• Mileage—2,000 miles (10 meeting/inspection trips assumed)
o Fee estimate- $1,200
Costs
Our fee for the project is estimated at $12,630. Time will be billed at a rate of$100/hour.
It is our assumption that this proposal will be made part of a contract that the City Attorney will
create along the lines of the contract that was utilized to create the previous landscape
renovation project and master plan.
page 2 of 2 jschaeferstd@sbcglobal.net
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�'�°'zO� CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY)
01/22/2015
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 certrficate holder is an ADDITIONAL INSURED,the policy(ies)must be endorsed.If SUBROGATION IS WAIVED,subject to the terms and cond'Rions of the
policy,ceAain policies may require an endorsement.A statement on this certificate does not confer rights to the certificate holder in lieu o(such endorsement(s).
PRODUCER CoNTACT NAME Karen Bronson
Leatzow Insurance PHONE (312)930-5556 FAX (866)741-2778
500 W. M8d1s011 St. - Suite 3000 EMAILADDRESS karen@leatzowinsurance.com
ChIC8g0, IL 60661 INSURER�S)AFFORDING COVERAGE NAIC#
iNSUReRa: New Hampshire Insurance Company 23841
INSURED
INSURER B:
Schaefer Land Design
405 N. Page Street INSURER C:
Stoughton, WI 53589 INSURER D:
INSURER E:
INSURER F:
COVERAGES CERTIFICATE NUMBER: 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 FOLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,
EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
INSR ADD SUBR POLICY EFF POLICY EXP
TYPE OF INSURANCE POLICY NUMBER LIMITS
LTR INSR WVD (MM/DD/YYYY) (MM/DD/YYYY�
GENERAL LIABILITY EACH OCCURRENCE $
COMMERCIAL GENERAL LIABILIN ❑ ❑ PREM SES(Ea occu ence) $
I �CLAIMS MADE �OGCUR MED EXP(Any one person) $
DOES NOT APPLY PERSONAL AND ADV INJURY $
GENERALAGGREGATE $
I GEN'L AGGREGATE LIMIT APPLIES PER: PRODUCTS-GOMP/OP AGG $
POLICY PROJECT LOC $
AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $
❑ANY AUTO �Scheduled ❑ ❑ (Ea accident)
Autos BODILY INJURY(Per person) $
DOES NOT APPLY
❑ALL OWNED ❑Non-owned BODILY INJURY(Per accident) $
I AUTOS Autas
❑Hired Autos
PROPERTY DAMAGE $
(Per accident)
UMBRELLA LIAB 8 OCCUR ❑ � EACH OCCURRENCE $
EXCESS LIAB CLAIMS-MADE DOES NOT APPLY AGGREGATE $
DED ❑ RETENTION$ $
IWORKERS COMPENSATION WC STATU- OTH-
AND EMPLOYERS'LIABILITY y�N �TORY LIMITS ER
ANY PROPRIETOR/PARTNER/EXECUTIVE❑ N/A � DOES NOT APPLY E.�.EACH ACCIDENT S
OFFICER/MEMBER EXCLUDED? E.L.DISEASE-EA EMPLOYEE $
E.L.DISEASE-POLICY LIMIT $
100,000 each occurrence
A PROFESSIONAL LIABILITY � � 020452389 3/19/2014 3/19/2015 100,000 aggregate
DESCRIPTION OF OPERATIONS I LOCATIONS/VEHICLES(Attach ACORD 101,Additional Remarks Schedule,if more space is required)
Re: Landscape Design Oshkosh Public Museum
CERTIFICATE HOLDER ,_______-- CANCELLATION
Clty Of OSIIICOSII tlJ I SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE
Attn: City Clerk � ' � EXPIRATION DATE THEREOF,NOTICE WILL BE DELIVERED IN ACCORDANCE WITH
215 Church Avenue ��N � � ����_ I THEPOLICYPROVISIONS.
P.O. Box 1130 —�
Oshkosh, WI 54903-1130 �4T�' c'�•���_�_,.,,'4���„_.__„__F��� AUTHORIZEDREPRESENTATIVE
LEATZOW INSURANCE
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�O 1988-2010 ACORD CORPORATION. All rights reserved.
ACORD 25(2010/05) The ACCORD name and logo are registered marks of ACORD
A��°� CERTIFICATE OF LIABILITY INSURANCE 2�3i2oi��
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 CONTACT H011 P8ll1SOII
NAME: y
R Ix S INSURANCE PHONE . (608)873-9258 pICNo:�608)673-3395
1520 Vernon Street E'M^�� .holly@rs-ins.com
P.O. BOX F)O H INSURER S AFFORDING COVERAGE NAIC#
Stoughton WI 53589 INSURERA:ETl6 Insurance Exchan e 6271
INSURED INSURER B:
Jim Schaefer, DBA: Schaefer Land Design INSURERC:
405 N Page $t INSURERD:
INSURER E:
Stoughton WI 53589 INSURER F:
COVERAGES CERTIFICATE NUMBERCL152303641 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.
��7R TYPE OF INSURANCE A L SUBR pOLICY NUMBER MM/DDY� MM%DD/YYW LIMITS
GENERAL LIABILITY EACH OCCURRENCE $ 1�OOO�OOO
X COMMERCIAL GENERAL LIABILITY DAMA E T RENTED
PREMISES Ea occurrence s 1 000 000
A CLAIMS-MADE �OCCUR X 26-042110B /4/2015 /4/2016 MED EXP(Any one parson) $ 5,�0�
PERSONAL&ADV INJURY $ 1�OOO�OOO
GENERAL AGGREGATE $ 2�OOO�OOO
GEN'L AGGREGATE LIMIT APPLIES PER: PRODUCTS-COMP/OP AGG $ 2�OOO�OOO
POUCY X PR� LOC $
AUTOMOBILE LIAB�LITY COMBINED SINGLE LIMIT
Ea accident
ANY AUTO BODILY INJURY(Per person) $
A ALLOWNED SCHEDULED 26-0421108 /4/2015 /4/2016
BODILY INJURY(Per accident) $
AUTOS AUTOS
NON-OWNED Pe�accidentDAMAGE $
HIRED AUTOS AUTOS
$
X UMBRELLA LIAB X OCCUR EACH OCCURRENCE $ 2�OOO�OOO
A EXCESS LIAB CLAIMS-MADE AGGREGATE $ 2�OOO�OOO
DED RETENTION$ X 26-0470243 /4/2015 /4/2016 $
WORKERS COMPENSATION WC STATU- OTH-
AND EMPLOYERS'LIABILITY Y�N
ANY PROPRIETOR/PARTNER/EXECUTIVE E.L.EACH ACCIDENT $
OFFICER/MEMBEREXCLUDED? � N�A
(Mandatory In NH) E.L.DISEASE-EA EMPLOYE $
If yes,describe under
DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $
DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES (Attach ACORD 101,Additionat Remarks Schedule,if more space is required)
The City of Oshkosh is an additional insured for General Liability, including Ongoing and Completed
Operations, when required by written and executed contract per Erie Insurance policy forms UL-RH (6/13)
and UL-UG (6/13) .
City of Oshkosh also listed for 30 day notice of cancellation.
CERTIFICATE HOLDER CANCELLATION
pqreeninger@ ci.oshkosh.wi. 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 Oshkosh
Attn: City Clerk
PO BOX 1130 AUTHORIZED REPRESENTAi1VE
Oshkosh, WI 54903-1130
Bruce Rostowfske
ACORD 25(2010/05) O 1988-2010 ACORD CORPORATION. All rights reserved.
INS025 r�n�nnsi m Tho Af:f1R�1 namo anrl Innn��o�unic4urerl m�r4c nf Af:f1R�1
ERIE INSURANCE
COMMERCIAL GENERAL LIABILITY
ULTRAFLEX PACKAGE
UL-UG(Ed.6/13)UF-B297
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
ADDITIONAL INSURED - OWNERS, LESSEES, OR CONTRACTORS -
AUTOMATIC STATUS WHEN REQUIRED IN CONSTRUCTION
AGREEMENT WITH YOU - COMPLETED OPERATIONS
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE FORM
A. Section II-Who Is An Insured is amended to include as B. With respect to the insurance afforded to these additional
an additional insured any person or organization for insureds, the following is added to Section III — Limits
whom you are performing operations when you and such Of Insurance:
person or organization have agreed in writing in a con- The most we will pay on behalf of the additional insured
tract or agreement that such person or organization be is the amount of insurance:
added as an additional insured on your policy. Such per- 1. Required by the contract or agreement you have en-
son or organization is an additional insured only with re- tered into with the additional insured•or
spect to liability for "bodily injury" and "property dam- '
age" caused in whole or in part, by "your work" per- 2. Available under the applicable Limits of Insurance
formed for that additional insured and included in the shown in the Declarations;
"products-completed operations hazard".
whichever is less.
However, the insurance afforded to such additional in- This endorsement shall not increase the applicable Limits
sured:
of Insurance show in the Declarations.
1. Only applies to the extent permitted by law;and
2. Will not be broader than that which you are required
by the contact or agreement to provide for such addi-
tional insured.
1
ERIE INSURANCE
COMMERCIAL GENERAL LIABILITY
FIVESTAR CONTRACTORS
ULTRAFLEXPACKAGE
UL-RH(Ed.6/13)UF-3886
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
ADDITIONAL INSURED - OWNERS, LESSEES, OR CONTRACTORS -
AUTOMATIC STATUS WHEN REQUIRED IN CONSTRUCTION
AGREEMENT WITH YOU
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE FORM
A. Section II-Who Is An Insured is amended to include as b. Supervisory, inspection, architectural, or engi-
an additional insured any person or organization for neering activities.
whom you are performing operations when you and such This exclusion applies even if the claims against any
person or organization have agreed in writing in a con- insured allege negligence or other wrongdoing in the
tract or agreement that such person or organization be supervision, hiring, employment, training, or moni-
added as an additional insured on your policy. Such per- toring of others by that insured, if the "occurrence"
son or organization is an additional insured only with re- which caused the "bodily injury" or "property dam-
spect to liability for "bodily injury", "property damage", age", or the offense which caused the "personal and
or"personal and advertising injury" caused in whole or in advertising injury", involved the rendering of or the
part,by: failure to render any professional architectural, engi-
1. Your acts or omissions;or neering,or surveying services.
2. The acts or omissions of those acting on your behalf; Z• ��Bodily injury"or"property damage" occurring after:
in the performance of your ongoing operations for the ad- a. All work, including materials, parts, or equip-
ditional insured. ment furnished in connection with such work,on
the project (other than service, maintenance, or
However, the insurance afforded to such additional in- repairs) to be performed by or on behalf of the
sured: additional insured(s) at the location of the cov-
1. Only applies to the extent permitted by law;and ered operations has been completed;or
b. That portion of"your work" out of which the in-
2. Will not be broader than that which you are required jury or damage arises has been put to its intended
by the contact or agreement to provide for such addi- use by any person or organization other than an-
tional insured. other contractor or subcontractor engaged in per-
forming operations for a principal as a part of the
A person's or organization's status as an additional insured same project.
under this endorsement ends when your operations for
that additional insured are completed. C. With respect to the insurance afforded to these additional
B. With respect to the insurance afforded to these additional insureds, the following is added to Section III — Limits
insureds,the following additional exclusions apply: Of Insurance:
The most we will pay on behalf of the additional insured
2. Exclusions is the amount of insurance:
This insurance does not apply to:
,� ,� �� �� �� 1. Required by the contract or agreement you have en-
1. Bodily injury , property damage ,or personal and tered into with the additional insured•or
advertising injury" arising out of the rendering of or '
the failure to render, any professional architectural, 2. Available under the applicable Limits of Insurance
engineering,or surveying services,including: shown in the Declarations;
a. The preparing,approving,or failing to prepare or whichever is less.
approve,maps, shop drawings,opinions,reports, This endorsement shall not increase the applicable Limits
surveys, field orders,change orders, or drawings
and specifications;or of Insurance show in the Declarations.
1
ERIE INSURANCE
COMMERCIAL GENERAL LIABILITY
FIVESTAR CONTRACTORS
ULTRAFLEX PACKAGE
UL-RH(Ed.6/13)UF-3886
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
ADDITIONAL INSURED - OWNERS, LESSEES, OR CONTRACTORS -
AUTOMATIC STATUS WHEN REQUIRED IN CONSTRUCTION
AGREEMENT WITH YOU
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE FORM
A. Section II-Who Is An Insured is amended to include as b. Supervisory, inspection, architectural, or engi-
an additional insured any person or organization for neering activities.
whom you are performing operations when you and such This exclusion applies even if the claims against any
person or organization have agreed in writing in a con- insured allege negligence or other wrongdoing in the
tract or agreement that such person or organization be supervision, hiring, employment, training, or moni-
added as an additional insured on your policy. Such per- toring of others by that insured, if the "occurrence"
son or organization is an additional insured only with re- which caused the "bodily injury" or "property dam-
spect to liability for "bodily injury", "property damage", age", or the offense which caused the "personal and
or"personal and advertising injury" caused in whole or in advertising injury", involved the rendering of or the
part,by: failure to render any professional architectural, engi-
1. Your acts or omissions;or neering,or surveying services.
2. The acts or omissions of those acting on your behalf; 2. ��Bodily injury"or"property damage"occurring after:
in the performance of your ongoing operations for the ad- a. All work, including materials, parts, or equip-
ditional insured. ment furnished in connection with such work,on
the project (other than service, maintenance, or
However, the insurance afforded to such additional in- repairs) to be performed by or on behalf of the
sured: additional insured(s) at the location of the cov-
1. Only applies to the extent permitted by law;and ered operations has been completed;or
b. That portion of"your work" out of which the in-
2. Will not be broader than that which you are required jury or damage arises has been put to its intended
by the contact or agreement to provide for such addi- use by any person or organization other than an-
tional insured. other contractor or subcontractor engaged in per-
forming operations for a principal as a part of the
A person's or organization's status as an additional insured same project.
under this endorsement ends when your operations for
that additional insured are completed. C. With respect to the insurance afforded to these additional
B. With respect to the insurance afforded to these additional �nsureds, the following is added to Section III — Limits
insureds,the following additional exclusions apply: Of Insurance:
The most we will pay on behalf of the additional insured
2. Exclusions is the amount of insurance:
This insurance does not apply to:
1. "Bodil m'ur " " ro ert dama e" or " ersonal and 1. Required by the contract or agreement you have en-
y � Y ' p p y g ' p tered into with the additional insured;or
advertising injury" arising out of the rendering of or
the failure to render, any professional architectural, 2. Available under the applicable Limits of Insurance
engineering,or surveying services,including: shown in the Declarations;
a. The preparing,approving,or failing to prepare or whichever is less.
approve,maps, shop drawings, opinions,reports, This endorsement shall not increase the applicable Limits
surveys, field orders,change orders,or drawings
and specifications;or of Insurance show in the Declarations.
1
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Insurers Based on A.M.Best's analysis,000348-Erie Insurance Exchanqe is the AMB Ultimate Parent and identifies the topmost entity of
u Contaa an Anatyst the corporate structure.View a list of operatinq insurance entities in this structure.
»Awards and Recognitions
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News&Analysis � �Best s Credit Ratings _ __ _
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Products&Services r Financial Strength Radng_View Definition ,, .� Best s CrQdit Rating Analyst , _ �
( Ratin A+ Su erior �Rating Issued by:A.M.Best Company,Ina '
Industry Information „ 9' � P � Senior Financial Anal st:Kenneth E.Ta en
Cor orate � � Affiliation Code: p(Pooled) Y PP
P Vice President:Richard Attanasio
Regulatory Affairs � i Financial Size Category: XV($2 Billion orgreater) __ _____________�� .__,_,.
Support&Resources y i Outlook: Stable
' Action: Affirmed Disclosure InformaUon
Conferences and Events � j Effective Date: June 12,2014
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C Initial Rating Date: June 30,1928 � Vew A.M.BesPs Ratinq Disdosure Statement
Find a Best's Credit RutrnR
� �Long-Term Issuer Credit Bating, View Definition�� ��
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a , � Long-Term: aa- ;
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� Outlook: Positive ;
i Action: Affirmed j
A_M.Best Rating Services ` F
Contact infarmanon, � Efiective Date: June 12,2014 }
� Initial Rating Date: May 03,2005 �
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I Related Financial and Analytical Data � �� � '�
The following links provide access to related data records lhat A.M.Best utilizes to provide financial and analytical data on a consolidated or
branch basis.
AMB i! Company Name Company Description
019598 Erie Insurance Group(C) Represents the"as filed"Company Consolidated financials for the Property/
Casualty business of this legal entity.
004283 Erie Insurance Group(G) Represents the A.M.Best Consolidated financials for the Property/Casualty
Rating Unit business of this legal entiry.
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Reports and News --- -
Vsit Best's News and Anatysis site for the latest news andpress releases for this company and its A.M.Best Group.
g' ' AMB Credit Report-indudes BesYs Financial Strength Rating and rationale along with comprehensive analytical
;'`�; commentary,detailed business overview and key financial data.
Report Revision Date:6/26/2014(represents the latest significant change).
,''---; Historical Reports are available in AMB Credit Report Arohive.
BesYs Executive Summary Reports(Financial Overview)-available in three versions,these presentation style reports
h'`' feature balance sheet,income statement,key financial pertormance tests inGuding profitability,liquidity and reserve analysis.
Data Status:2014 BesYs Statement File-P/C,US Contains data compiled as of 1/23/2015 ouaiay cross cnecked.
• Sinqle Company-five years of financial data specifically on this company.
•Comparison
-side-by-side financial analysis of this company with a peer group of up to five other companies you select.
•Composite
-evaluate this company's financials against a peer group composite.Report displays both the average and total composite of
your selected peer group.
Best's Key Rating Guide Presentation Report-inGudes BesPs Financial Strength Rating and financial data as provided in
R,i' the most current edition of BesPs Key Rating Guide products.(ouarry cross cnecked).
�Financial and Analytical Products
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