REQUEST FOR QUALIFICATIONS (RFQ) Irvine Unified School District

Transcription

1 REQUEST FOR QUALIFICATIONS (RFQ) Irvine Unified School District COMMISSIONING SERVICES FOR NEW CONSTRUCTION, EXPANSION, & MODERNIZATION The Irvine Unified School District ( District ) seeks experienced COMMISSIONING FIRMS ( Firm ) to submit qualifications for the purposes of establishing a pool of qualified firms for upcoming construction projects. Firms that are deemed qualified, may be asked to submit a fee proposal for a specific service (through a separate Request for Proposal) and potentially negotiate for the purpose of entering into a Service Agreement. Three (3) types of construction projects may require commissioning services along with other services as identified to support District s projects. New Construction is defined as ground up construction on a vacant lot of land. Modernization is defined as a renovation to an existing facility. Expansion is defined as an addition of either a new building onto an existing school site or an addition of building space onto an existing building. Firms will be qualified based on their ability to meet or exceed the District s requirements to provide the highest quality services available. Being qualified does not guarantee the award of any contract. If your firm is interested in being qualified to provide fee proposals for future services, please submit to the District a detailed summary of your firm s qualifications in accordance with this RFQ. Firms who enter into an agreement for services will be required to execute the District Standard Independent Consultant Agreement as provided, with no changes accepted, and also must comply with District insurance requirements. See attached documents for reference. DISTRICT OVERVIEW Located in Orange County, California, the Irvine Unified School District comprises a community of learners, committed to the highest quality educational experience. Irvine Unified School District educates a diverse population of more than 33,000 K-12 students in twenty four elementary schools, four K-8 schools, six middle schools, five comprehensive high schools and one continuation high school. Irvine Unified School District has nationally recognized schools; student performance well-above state and national comparisons; and comprehensive programs in academics, the arts, and athletics. Since becoming a unified district in 1972, Irvine's neighborhood schools have been a clear reflection of the neighborhoods they serve. Open enrollment policies, on a space-available basis, encourage and support parental choice. The contributions of creative site-based management teams, talented and caring teachers, involved parents, and supportive business and community leaders have, together, made a difference to a district where student achievement is the priority, where values are an integral part of the curriculum, and where a strategic plan for the future is in place. For more information visit RFQ: Commissioning Services Issued November 10, 2016 Page 1 of 7

2 IRVINE UNIFIED SCHOOL DISTRICT STATEMENT OF QUALIFICATIONS DUE DATE AND TIME Deadline for submitting qualifications: Date: Thursday, January 19, 2017 Time: 2:00 p.m. Please address all submittals to: Linda Risberg, Construction Services Department 2015 Roosevelt Irvine, CA Telephone: (949) I. SCOPE OF SERVICES The scope of services will generally include, but are not limited to: A. COMMISSIONING AUTHORITY S SERVICES: The Commissioning Authority s professional services shall include the following: 1. Commissioning Authority (CxA) shall perform designated services as defined in ASHRAE Guideline The Commissioning Process. The Commissioning Authority will only be required to complete those tasks required by DSA HPI Program and CHPS 2009 EE3.0, Fundamental Commissioning for modernization to be performed by the Commissioning Authority. 2. Commissioning Authority shall perform the requisite services and deliver all documents within the time frame stipulated for Project Schedules, subject to Owner s direction. 3. The Commissioning Authority shall assign only trained and experienced personnel and support staff to perform requisite tasks. 4. Certificates of Insurance are required prior to consultant agreements being executed for a project. Firm s insurance coverage are to meet the District s standard requirements. B. DESIGNATED SERVICES: The Commissioning Authority s designated services shall consist of the following: 1. Review the Owner s Project Requirements (OPR) and Basis of Design (BoD) for clarity and completeness. These documents will be provided by the Owner and the A/E team, respectively. 2. Create Commissioning Plan(s). The Plan shall include the following: Overview of the commissioning process. List of commissioned systems. RFQ: Commissioning Services Issued November 10, 2016 Page 2 of 6

3 IRVINE UNIFIED SCHOOL DISTRICT Identification of primary commissioning participants and their responsibilities. Description of the management, communication, and reporting of the plan. Commissioning process schedule. 3. Verify installation and functional performance of commissioned systems. Verification shall include: Installation Observation of each commissioned system to verify proper installation according to the contract documents and manufacturer s instructions. Prefunctional and Functional Performance Testing of commissioned components and systems to verify functionality. Tests shall be documented to describe systematic test procedures, acceptance criteria, actual findings, and any discrepancies with the OPR/BoD identified. The content and adequacy of the training of facilities personnel for commissioned equipment. Information and systems manual after installation. C. SUPPLEMENTAL SCOPE: The Commissioning Authority shall provide the following supplemental scope services: 1. The CxA will make the minimum number of site visits necessary to effectively perform the designated services. Site visits shall be coordinated with installation and testing of commissioned equipment. The same individual shall perform all site visits. 2. The CxA will provide a signed letter confirming that the Commissioning Plan has been successfully executed, and that all requirements defined by DSA HPI Program EE3.0, Fundamental Commissioning. 3. Perform Coordination with the Construction Manager to ensure the HVAC Prime Contractor s contract scope of work includes the deliverable of all specific items required to be provided to the Commissioning Agent needed to complete the documentation of the commissioning defined by Program EE Develop, coordinate, and provide Commissioning Specifications to the Project Architect for integration into the Construction Documents. 5. Create a Systems Manual and provide review of the HVAC Contractor performed operator training for commissioned systems. D. ACOUSTICAL SCOPE: The Commissioning Authority s professional services shall include the following services: 1. The CxA is to provide Minimum Acoustical Performance services. RFQ: Commissioning Services Issued November 10, 2016 Page 3 of 6

4 IRVINE UNIFIED SCHOOL DISTRICT 2. The CxA is to do the Acoustical Performance Testing and Certification for HPI. 3. Acoustic testing post construction means actual measurements. II. SUBMITTAL REQUIREMENTS A. General Information 1. Each Firm submitting a Statement of Qualifications shall submit one (1) electronic copy in PDF format plus three (3) copies in a sealed envelope prominently marked with: Request for Qualifications, RFQ title, the due date, time, and the name of the organization submitting. 2. Submittals shall be signed by an authorized individual or officer of the firm submitting the statement. 3. Please use only 8 ½ x 11 size paper. 4. Limit the entire submitted qualifications to no more than ten (10) pages (Tabs, covers, resumes not included in page count). 5. In order to control information disseminated regarding this RFQ, organizations interested in submitting qualifications are not to make personal contact with the members of the Governing Board and District staff with the exception of the individual(s) listed below: Joe Chapin, Supervisor of Construction Services Telephone (949) JoeChapin@iusd.org Linda Risberg, Construction Specialist Telephone (949) LindaRisberg@iusd.org 6. Organizations who contact any member of the Board of Education, District staff without following the above listed protocol may be eliminated from further consideration. Oral communications of District employees concerning this RFQ shall not be binding on the District and shall in no way excuse the organization of his/her obligations as set forth in the RFQ. 7. Statements found to be incomplete may be rejected as non-responsive. Submitters shall be responsible for any and all expenses that may occur in preparing statements. B. Request for Information (RFI) and/or Clarification 1. Request for information, regarding this request for qualifications, must be submitted in writing and ed to the following individual: Joe Chapin at RFQ: Commissioning Services Issued November 10, 2016 Page 4 of 6

5 IRVINE UNIFIED SCHOOL DISTRICT within the timeframe stated in the proposed schedule Section IV. RFI s received after the deadline will not receive a response. 2. All RFI s will be responded to in the form of an Addendum on or before the time stated in the proposed schedule refer to Section IV. 3. The Facilities Planning & Construction Department will not be responsible for RFI s transmitted to the wrong department or person, nor will it be the responsibility of that department/person to forward your request to the designated person(s) identified in the RFQ. C. Submittal Format & Contents 1. Table of Contents a. Include the following tabs: Letter of Interest Firm Qualifications and Experience Firm References 2. Letter of Interest a. Include name of firm, type of firm (i.e., corporation), address, telephone number and name of principal contact. Letter must be signed by representative of firm with authorization to bind firm by contract. b. Firm Information: Provide a brief history of firm(s), including: number of years in business, location of office where District projects will be managed, the annual value per year of geotechnical and soils & testing inspection services performed by your firm for the past three (3) years and number of employees within your firm. 3. Qualifications and Experience a. District seeks a firm(s) with recent and broad experience in services to California public schools K-14. Describe the firm s experience within the past five (5) years, in work similar to this scope. b. Identify your firm s management and involved staff, as well as subconsultant firms, and staff who will work on the project if services are provided. c. Include resumes for staff identified above with relative public school construction experience noted. 4. References a. Provide three (3) references from school districts or similar clients where your firm has provided services within the past five (5) years. Please inform references they may be asked to provide a reference by phone or . Provide the following reference information in format below: RFQ: Commissioning Services Issued November 10, 2016 Page 5 of 6

6 IRVINE UNIFIED SCHOOL DISTRICT III. SELECTION PROCESS District/Organization Contact name, telephone number, and address Project name Project description with estimated total construction cost Scope of services Project start and completion Total cost of commissioning services provided The District will screen the received qualifications. The selection will be based upon, but not limited to, the following criteria: 1. Organization, Clarity, Completeness and Responsiveness to the RFQ. 2. Letter of Interest 3. Qualifications and Experience 4. References. The District is not obligated to explain any justification for firms not selected. The District reserves the right to accept or reject any and all RFQs. IV. PROPOSED SCHEDULE Issuance of Request for Qualifications 11/10/2016 Last Date for RFI Submission/Clarification 01/06/2017 Issue Addenda 01/17/2017 Request for Qualifications Due Date 2:00 p.m. Board Approval 02/07/2017 subject to change V. ATTACHMENTS 1. Sample District Independent Consultant Agreement 2. Sample District Insurance Certificate 3. District Insurance Requirements RFQ: Commissioning Services Issued November 10, 2016 Page 6 of 6

7 INDEPENDENT CONSULTANT AGREEMENT This AGREEMENT is hereby entered into this XX day of XXXX, 20XX between the Irvine Unified School District, hereinafter referred to as DISTRICT, and Consultant s Name, address, and phone number, hereinafter referred to as CONSULTANT. WHEREAS, DISTRICT is authorized by Section of the California Government Code to contract with and employ any persons for the furnishing of special Services and advice in financial, economic, accounting, engineering, legal or administrative matters, if such persons are specially trained and experienced and competent to perform the special Services required; WHEREAS, DISTRICT is in need of such special services and advice; and WHEREAS, CONSULTANT is specially trained and experienced and competent to perform the special Services required by the DISTRICT, and such services are needed on a limited basis; NOW, THEREFORE, the parties agree as follows: 1. Services to be provided by Consultant. CONSULTANT shall provide describe services here hereinafter referred to as Services. 2. Term. CONSULTANT shall commence providing Services under this AGREEMENT on month day, 20XX, and will diligently perform as required and complete performance by month day, 20XX. 3. Compensation. DISTRICT agrees to pay the CONSULTANT for Services satisfactorily rendered pursuant to this AGREEMENT a total fee not to exceed amount in words Dollars (XXXX.00). DISTRICT shall pay CONSULTANT according to the following terms and conditions: describe terms and conditions here. 4. Expenses. DISTRICT shall not be liable to CONSULTANT for any costs or expenses paid or incurred by CONSULTANT in performing Services for DISTRICT. 5. Independent Consultant. CONSULTANT, in the performance of the Services pursuant to this AGREEMENT, shall be and act as an independent Consultant. CONSULTANT understands and agrees that it and all of its employees shall not be considered officers, employees or agents of the DISTRICT, and are not entitled to benefits of any kind or nature normally provided employees of the DISTRICT and/or to which DISTRICT s employees are normally entitled, including, but not limited to, State Unemployment Compensation or Workers Compensation. CONSULTANT assumes the full responsibility for the acts and/or omissions of its employees or agents as they relate to the Services to be provided under this AGREEMENT. CONSULTANT shall assume full responsibility for payment of all federal, state and local taxes or contributions, including unemployment insurance, social security and income taxes with respect to CONSULTANT s employees. 6. Materials. CONSULTANT shall furnish, at its own expense, all labor, materials, Irvine Unified School District 1 Rev. 7/2016 Independent Consultant Agreement

8 equipment, supplies and other items necessary to complete the Services to be provided pursuant to this AGREEMENT, except as follows: add exceptions here, if any. CONSULTANT s Services will be performed in accordance with generally and currently accepted principles and practices of its profession. 7. Originality of Services/Intellectual Property. CONSULTANT agrees that all ideas, technologies, formulae, procedures, processes and methods prepared for and submitted by CONSULTANT to the DISTRICT in connection with the Services set forth in this AGREEMENT, shall be wholly original to CONSULTANT and shall not be copied in whole or in part from any other source, except that submitted to CONSULTANT by DISTRICT as a basis for such Services. CONSULTANT further agrees that all writings, materials, compositions, recordings, teleplays, and/or video productions prepared for, written for, or otherwise (hereinafter referred to as Content ) submitted by CONSULTANT to the DISTRICT and/or used in connection with the Services set forth in this AGREEMENT, reflect the intellectual property of, and copyright interests held by DISTRICT and shall not be copied or used in whole or in part by CONSULTANT without DISTRICT s express written permission. CONSULTANT understands and agrees that all Content produced under this AGREEMENT is the property of DISTRICT and cannot be used without DISTRICT s express written permission. CONSULTANT acknowledges and agrees that DISTRICT shall have all right, title and interest in said Content, including the right to secure and maintain the copyright, trademark and/or patent of said Content in the name of the DISTRICT. 8. Termination. DISTRICT may, at any time, with or without reason, terminate this AGREEMENT and compensate CONSULTANT only for Services satisfactorily rendered to the date of termination. Written notice by DISTRICT shall be sufficient to stop further performance of Services by CONSULTANT. Notice shall be deemed given when received by the CONSULTANT or no later than three (3) days after the day of mailing, whichever is sooner. DISTRICT may terminate this AGREEMENT upon giving of written notice of intention to terminate for cause. Cause shall include: (a) material violation of this AGREEMENT by the CONSULTANT; or (b) any act by CONSULTANT exposing the DISTRICT to liability to others for personal injury or property damage; or (c) CONSULTANT is adjudged a bankrupt, CONSULTANT makes a general assignment for the benefit of creditors or a receiver is appointed on account of CONSULTANT s insolvency. Written notice by DISTRICT shall contain the reasons for such intention to terminate and unless within ten (10) days after service of such notice the condition or violation shall cease, or satisfactory arrangements for the correction thereof be made, this AGREEMENT shall upon the expiration of the ten (10) days cease and terminate. In the event of such termination, the DISTRICT may secure the required Services from another Consultant. If the cost to the DISTRICT to secure the required Services from another Consultant exceeds the cost of providing the Services pursuant to this AGREEMENT, the excess cost shall be charges to and collected from the CONSULTANT. The foregoing provisions are in addition to and not a limitation of any other rights or remedies available to DISTRICT. Written notice by DISTRICT shall be deemed given when received by the CONSULTANT, or no later than three (3) days after the day of mailing, whichever is sooner. 9. Hold Harmless. CONSULTANT agrees to and does hereby indemnify, hold harmless and defend the DISTRICT and its governing board, officers, employees and agents from every claim or demand made and every liability, loss, damage or expense, of any nature Irvine Unified School District 2 Rev. 7/2016 Independent Consultant Agreement

9 whatsoever, which may be incurred by reason of: (a) Liability for damages for: (1) death or bodily injury to person; (2) injury to, loss or theft of property; or (3) any other loss, damage or expense arising out of (1) or (2) above, sustained by the CONSULTANT or any person, firm or corporation employed by the CONSULTANT, either directly or by independent contract, upon or in connection with the Services called for in this AGREEMENT, however caused, except for liability for damages referred to above which result from the sole negligence or willful misconduct of the DISTRICT or its officers, employees or agents. (b) Any injury to or death of any person(s), including the DISTRICT s officers, employees and agents, or damage to or loss of any property caused by any act, neglect, default, or omission of the CONSULTANT, or any person, firm or corporation employed by the CONSULTANT, either directly or by independent contract, arising out of, or in any way connected with, the Services covered by this AGREEMENT, whether said injury or damage occurs either on or off DISTRICT s property, except for liability for damages which result from the sole negligence or willful misconduct of the DISTRICT or its officers, employees or agents. (c) Any liability for damages which may arise from the furnishing or use of any copyrighted or uncopyrighted matter or patented or unpatented invention under this AGREEMENT. 10. Insurance. CONSULTANT shall insure CONSULTANT s activities in connection with the Services under this AGREEMENT and agrees to carry insurance to ensure CONSULTANT s ability to adhere to the indemnification requirements under this AGREEMENT CONSULTANT shall, at CONSULTANT s sole cost and expense, maintain in full force and effect the following insurance coverages from a California licensed insurer with an A, VIII, or better rating from A.M. Best or an approved self-insurance program, sufficient to cover any claims, damages, liabilities, costs and expenses (including attorney fees) arising out of or in connection with CONSULTANT s fulfillment of the obligations under this AGREEMENT: a. Comprehensive General Liability Insurance, including bodily injury, property damage and contractual liability with minimum limits set by the DISTRICT. The policy may not contain an exclusion for sexual molestation or abuse coverage. (1) General Aggregate 2,000,000 (2) Each Occurrence 1,000,000 (3) Products/Completed Operations 1,000,000 (4) Personal and Advertising Injury 1,000,000 (5) Damage to Rented Premises 50,000 (6) Medical Expense (any one person) 5,000 Irvine Unified School District 3 Rev. 7/2016 Independent Consultant Agreement

10 b. Umbrella (excess) liability insurance coverage with a limit of 3,000,000, unless waived by the DISTRICT. The policy may not contain an exclusion for sexual molestation or abuse coverage. c. Business Automobile Liability Insurance for owned, scheduled, non-owned, or hired automobiles with a combined single limit not less than 1,000,000 per occurrence. (Required only if the CONSULTANT drives on behalf of the DISTRICT in the course of performing Services.) d. Professional Liability Insurance with a limit of 1,000,000 per occurrence, unless waived by the DISTRICT. e. Workers Compensation and Employers Liability Insurance in a form and amount covering CONSULTANT s full liability under the California Workers Compensation Insurance and Safety Act and in accordance with applicable state and federal laws. The policy shall be endorsed with the insurer s waiver of rights of subrogation against the DISTRICT. It should be expressly understood, however, that the coverage and limits referred to under a., b., c., and d. above shall not in any way limit the liability of the CONSULTANT No later than ten (10) days from execution of this AGREEMENT by the DISTRICT and CONSULTANT, and prior to commencing the Services under this AGREEMENT, CONSULTANT shall provide DISTRICT with certificates of insurance evidencing all coverages and endorsements required hereunder. CONSULTANT shall provide prior written notice to the DISTRICT thirty (30) days in advance of any non-renewal, cancellation, or modification of the required insurance. The certificates of insurance providing the coverages referred to in clauses (a) and (b) above shall name DISTRICT, its Governing Board, officers, and employees, as additional insureds with appropriate endorsements. In addition, the certificates of insurance shall include a provision stating Such insurance as is afforded by this policy shall be primary, and any insurance carried by DISTRICT shall be excess and noncontributory. Failure to maintain the above mentioned insurance coverages shall be cause for termination of this AGREEMENT. 11. Assignment. The obligations of the CONSULTANT pursuant to this AGREEMENT shall not be assigned by the CONSULTANT. 12. Compliance With Applicable Laws. The Services completed herein must meet the approval of the DISTRICT and shall be subject to the DISTRICT s general right of inspection to secure the satisfactory completion thereof. CONSULTANT agrees to comply with all federal, state and local laws, rules, regulations and ordinances that are now or may in the future become applicable to CONSULTANT, CONSULTANT s business, the Services, equipment and personnel Irvine Unified School District 4 Rev. 7/2016 Independent Consultant Agreement

11 engaged in Services covered by this AGREEMENT or accruing out of the performance of such Services. 13. Permits/Licenses. CONSULTANT and all CONSULTANT s employees or agents shall secure and maintain in force such permits and licenses as are required by law in connection with the furnishing of Services pursuant to this AGREEMENT. 14. Employment With Public Agency. CONSULTANT, if an employee of another public agency, agrees that CONSULTANT will not receive salary or remuneration, other than vacation pay, as an employee of another public agency for the actual time in which Services are actually being performed pursuant to this AGREEMENT. 15. Entire Agreement/Amendment. This AGREEMENT and any exhibits attached hereto constitute the entire AGREEMENT among the parties to it and supersedes any prior or contemporaneous understanding or AGREEMENT with respect to the Services contemplated, and may be amended only by a written amendment executed by both parties to the AGREEMENT. This AGREEMENT incorporates by this reference, any exhibits, which are attached hereto and incorporated herein. 16. Nondiscrimination. CONSULTANT agrees that it will not engage in unlawful discrimination in employment of persons because of race, ethnicity, religion, nationality, disability, gender, sex, marital status, age, or other characteristics protected by federal or state laws of such persons. 17. Non Waiver. The failure of DISTRICT or CONSULTANT to seek redress for violation of, or to insist upon, the strict performance of any term or condition of this AGREEMENT, shall not be deemed a waiver by that party of such term or condition, or prevent a subsequent similar act from again constituting a violation of such term or condition. 18. Notice. All notices or demands to be given under this AGREEMENT by either party to the other shall be in writing and given either by: (a) personal service or (b) by U.S. Mail, mailed either by registered or certified mail, return receipt requested, with postage prepaid. Service shall be considered given when received if personally served or if mailed on the third day after deposit in any U.S. Post Office. The address to which notices or demands may be given by either party may be changed by written notice given in accordance with the notice provisions of this section. At the date of this AGREEMENT, the addresses of the parties are as follows: District: Consultant: Irvine Unified School District Company Name 5050 Barranca Parkway Street Address Irvine, CA City, State, Zip Attn: Asst. Superintendent, Business Services Attn: 19. Severability. If any term, condition or provision of this AGREEMENT is held by a court of competent jurisdiction to be invalid, void, or unenforceable, the remaining provisions will nevertheless continue in full force and effect, and shall not be affected, impaired or invalidated in any way. Irvine Unified School District 5 Rev. 7/2016 Independent Consultant Agreement

12 20. Attorney Fees/Costs. Should litigation be necessary to enforce any terms or provisions of this AGREEMENT, then each party shall bear its own litigation and collection expenses, witness fees, court costs, and attorneys fees. 21. Headings. The headings contained in this AGREEMENT are provided exclusively for reference and the convenience of the Parties. No legal significance of any type shall be attached to the headings. 22. Counterparts. This AGREEMENT may be signed and delivered in two counterparts, each of which, when so signed and delivered, shall be an original, but such counterparts together shall constitute the one instrument that is the AGREEMENT, and the AGREEMENT shall not be binding on any party until all Parties have signed it. 23. Authorized Signatures. The individual signing this AGREEMENT warrants that he/she is authorized to do so. The Parties understand and agree that a breach of this warranty shall constitute a breach of the AGREEMENT and shall entitle the non-breaching party to all appropriate legal and equitable remedies against the breaching party. 24. Governing Law. The terms and conditions of this AGREEMENT shall be governed by the laws of the State of California with venue in Orange County, California. This AGREEMENT is made in and shall be performed in Orange County, California. 25. Exhibits. This AGREEMENT incorporates by this reference, any exhibits, which are attached hereto and incorporated herein. This AGREEMENT is entered into this XX day of XXXX, 20XX. IRVINE UNIFIED SCHOOL DISTRICT CONSULTANT By: By: Name: John Fogarty Name: Title: Asst. Superintendent, Business Services Title: (a Board Authorized IUSD rep. will sign for IUSD) IUSD Board Approved: Taxpayer Identification Number * Criminal Record Check (Fingerprint) may be applicable. Irvine Unified School District 6 Rev. 7/2016 Independent Consultant Agreement

13 PRODUCER DATE (MM/DD/YYYY) CERTIFICATE OF LIABILITY INSURANCE THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. INSURED INSURERS AFFORDING COVERAGE INSURER A: INSURER B: INSURER C: INSURER D: NAIC # COVERAGES 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. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR ADD'L INSRD TYPE OF INSURANCE GENERAL LIABILITY COMMERCIAL GENERAL LIABILITY CLAIMS MADE AUTOMOBILE LIABILITY ANY AUTO ALL OWNED AUTOS SCHEDULED AUTOS OCCUR GEN'L AGGREGATE LIMIT APPLIES PER: PRO- POLICY JECT LOC POLICY NUMBER INSURER E: POLICY EFFECTIVE DATE (MM/DD/YY) POLICY EXPIRATION DATE (MM/DD/YY) EACH OCCURRENCE DAMAGE TO RENTED PREMISES (Ea occurrence) MED EXP (Any one person) PERSONAL & ADV INJURY GENERAL AGGREGATE COMBINED SINGLE LIMIT (Ea accident) BODILY INJURY (Per person) LIMITS PRODUCTS - COMP/OP AGG HIRED AUTOS NON-OWNED AUTOS BODILY INJURY (Per accident) PROPERTY DAMAGE (Per accident) GARAGE LIABILITY EXCESS/UMBRELLA LIABILITY WORKERS COMPENSATION AND EMPLOYERS' LIABILITY ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? If yes, describe under SPECIAL PROVISIONS below OTHER ANY AUTO OCCUR DEDUCTIBLE RETENTION CLAIMS MADE AUTO ONLY - EA ACCIDENT OTHER THAN AUTO ONLY: EACH OCCURRENCE AGGREGATE WC STATU- TORY LIMITS E.L. EACH ACCIDENT EA ACC AGG OTH- ER E.L. DISEASE - EA EMPLOYEE E.L. DISEASE - POLICY LIMIT DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES/EXCLUSIONS ADDED BY ENDORSEMENT/SPECIAL PROVISIONS CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO DO SO SHALL IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE INSURER, ITS AGENTS OR REPRESENTATIVES. AUTHORIZED REPRESENTATIVE ACORD 25 (2001/08) ACORD CORPORATION 1988 INS025 (0108).08a Page 1 of 1

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15 Irvine Unified School District Insurance Requirements All insurers must be duly licensed and admitted by the State of California Mandatory Requirements (unless District reduces or excludes coverage requirements) 1. Commercial General Liability insurance for bodily injury and property damage, including accidental death in the combined single limit of not less than 1,000,000 per occurrence (2,000,000 aggregate) and 3,000,000 Excess/Umbrella Liability. 2. Sexual Abuse/Molestation coverage must be included under General Liability or obtained in separate policies in an amount of not less than 1,000,000 per occurrence (2,000,000 aggregate) and 3,000,000 excess/umbrella coverage. Minimum Limits (if required by District) 1. Automobile Liability insurance for bodily injury and property damage in an amount of not less than 1,000,000 per occurrence with no annual aggregate limit. 2. Workers Compensation and Employer s Liability insurance in the amount of not less than 1,000,000 per occurrence. 3. Professional Liability insurance in an amount of not less than 1,000,000 per occurrence (2,000,000 aggregate). If Professional Liability policy is made on a claims-made basis, the vendor/consultant must purchase and maintain an extending reporting period (tail coverage) for one year. Additional Insured Endorsement Language Irvine Unified School District, its Board of Trustees, officers, agents, employees, and volunteers are named as additionally insured on this policy pursuant to written contract, agreement, or memorandum of understanding. Such insurance as is afforded by this policy shall be primary, and any insurance carried by District shall be excess and noncontributory. Additional Insured Endorsements are required to accompany Certificates of Insurance. Certificate of Insurance shall provide thirty (30) day prior written notice of cancellation. See sample certificate on the Irvine Unified School District website at Additional Required Documents Certificates of Insurance must be accompanied by a list of all excluded coverages under the general liability and excess/umbrella liability policies. The exclusion policy document section may be ed or faxed to Risk Management & Insurance. The general liability and excess/umbrella liability documents must list the corresponding policy numbers referenced on the Certificate of Insurance. Questions may be directed to Risk Management & Insurance at Insurance@iusd.org. Insurance@iusd.org Fax: (949) Revised: September 2016