PROGRESS MANAGEMENT COMPANY - PDF Free Download

Date: Vendor: Please fill out all paperwork and provide the necessary documentation and return it to the Property Manager from whom you received this packet. Packets received at the corporate office directly from vendors will NOT be processed. Requirements for contract work with Progress Management Company, Progress Construction Co., Inc. or Secure Self Storages. Information needed before work can commence: 1. Completed W-9 Form 2. Completed New Vendor Form 3. Evidence of Current Liability Insurance with Additionally Insured Certificate Holder 4. Evidence of Current Workers Compensation Insurance 5. Business License 6. Contractor s License (if applicable) Information needed for prompt payment: 1. Original invoice (no copies or faxes) 2. Unique invoice number 3. Name of the property or property address for which you have done the work. How to research a past due invoice: Please allow 30 days from our receipt of your invoice for payment. There are several approval signatures required as well as time to cut the check, get the check signed and process the check for mailing. If you have not received payment after 45 days please email Stephanie with Accounts Payable at skezar@progressmanagement.net. Your invoice status will be researched. In your phone call please state the following: 1. Invoice number 2. Property for which the work was done 3. Invoice date 4. Your name and phone number We appreciate your cooperation with our procedures. Our desire is to pay you promptly and have a positive relationship with your company. This contract will help us achieve our goal. Vendor Signature Date Progress Manager Signature Date Vendor Print Name Progress Manager Print Name Progress Supervisor Signature Date Progress Corporate Signature Date Progress Supervisor Print Name Progress Corporate Print Name Revised 8/2018

NEW VENDOR INFORMATION SHEET Name of Owner: Name of Company: Office Phone Number: Scope /Type of Work: Office Phone Number: Office Fax Number: Cell Phone Number: Billing Contact: Address for mailing checks: Email Address: Do you have Friends/Family that work for Progress Management? Yes No If so, who: Please provide a copy of your business license. If applicable, please also provide a copy of your contractor s license. FOR OFFICE USE ONLY: Give to you Area Supervisor. Allow a few weeks; check Yardi to find if the vendor is approved. Date: Manager Name: Property Code: Manager Signature: Please set up Revised 8/2018

Insurance Requirements for Vendors and Contractors Contractors and Vendors are required to submit acceptable evidence of insurance coverage in the form of a Certificate of Liability Insurance. An example of what the Certificate of Liability should look like is attached. The certificate must name the following as the certificate holder: Progress Management Company 3866 Ingraham Street San Diego, CA 92109 The certificate must include the attached schedule of entities as additional insured with respect to General Liability. (See attached for entire list of additional insureds) When issuing the Additional Insured attachment, please make sure that you note this on the Certificate of Insurance in the description / other area. Please fax, email or mail certificates of insurance to Accounts Payable at: Progress Management Company 3866 Ingraham Street San Diego, CA 92109 Fax: (858) 273-4071 Email: insurancecerts@progressmanagement.net Certificates should have the following minimum limits of coverage: Worker s Compensation/Employers Liability Statutory Worker's Compensation Each Accident: 1,000,000 Disease-Policy Limit: 1,000,000 Disease-EA Employee: 1,000,000 Waiver of Subrogation Endorsement required please provide copy of endorsement. General Commercial Liability (Occurrence Form) General Aggregate: 2,000,000 Each Occurrence: 1,000,000 Products/Completed Operations: 1,000,000 Additional insured required please attach copy of endorsement. Waiver of Subrogation Endorsement required - please provide copy of endorsement. Primary and non-contributory wording required please provide copy of endorsement. Automobile Policy Combined Single Limit: 1,000,000 or Bodily Injury (per person): 1,000,000 Bodily Injury (per accident): 1,000,0000 Property Damage: 1,000,000 AM Best Rating AM Best Rating must be a minimum of A- VIII

Additional Insureds Progress Construction Co., Inc. DBA: Progress Management Company Conrad Prebys Trust Dated December 17, 1982 422 Solita LLC 519 Grove Condos LLC 535 Creekside LLC, 601 PB Townhomes LLC 570 Mesa Ridge LLC 595 Golden Tree LLC 596 Sunset Terrace LLC 597 Laurel Lane LLC 598 Fashion Hills LLC 604 Riviera de Ville LLC 605 Doriana LLC 644 Kenwood LLC 607 Nimitz LLC 608 Hacienda LLC 610 EAV LLC 611 Casas Nuevas LLC 612 Cedar Glen LLC 614 Shady Lane LLC 615 Conrad Villas LLC 616 Hidden Meadows LLC 617 Silverado LLC 618 Ballantyne LLC 620 Canyon Crest LLC 621 Starlight Grove LLC 623 Calavo Woods LLC 624 Redwood Gardens LLC 626 President Lincoln LLC 627 Sunrise Village LLC 628 Las Haciendas LLC 630 Corinthian LLC 631 Rancho Las Palmas LLC 634 Park First LLC 635 Laurel Lane LLC 637 Villa Patricia LLC 638 South Anza LLC 639 Sun Valley LLC 641 Highland LLC 642 Del Rio LLC 643 Valle Del Sol LLC 645 Chevy Chase LLC 646 Ramona Village LLC 648 Park Terrace LLC 649 Grove Apts LLC 651 Town Plaza LLC 654 Mission Terrace LLC 655 Greystone Village LLC 656 Tierra Del Sol LLC 658 Woodglen LLC 659 Countryside LLC 660 Quail Run LLC 661 Vista Lane LLC 662 Palmilla LLC 663 Peach Prop LLC 700 Bay Pointe LLC 708 Regency LLC 901 SSS Old Town LLC 902 SSS Old Town/Annex LLC 903 SSS Lakeside LLC 911 Crestlake LLC

ACORD PRODUCER CERTIFICATE OF LIABILITY INSURANCE Agent/Broker Name & Address INSURED Contractor/Vendor Name & Address DATE (MM/DD/YY) Date Cert. Typed 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. INSUREERS AFFORDING COVERAGE INSURER A: Name of Insurance Company INSURER B: INSURER C: INSURER D: INSURER E: COVERAGES THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED, NOTWITHSTANDING ANY REQUIREMENT, TERM OF 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 DESC INS R LTR A B C D E GENERAL LIABILITY TYPE OF INSURANCE POLICY NUMBER POLICY EFFECTIVE DATE(MM/DD/YY) POLICY EXPIRATION DATE(MM/DD/YY) LIMITS EACH OCCURENCE 1,000,000 COMMERCIAL GENERAL LIABILITY Policy Number Effective Expiration FIRE DAMAGE (Any one fire) 100,000 CLAIMS MADE OCCUR MED EXP (Any one person) 5,000 PERSONAL & ADV INJURY 1,000,000 GENERAL AGGRREGATE 2,000,000 GENERAL AGGREGATE LIMIT APPLIES PER: PRODUCTS-COMP/OP AGG 1,000,000 POLICY PROJECT LOC AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT 1,000,000 Policy Number Effective Expiration ANY AUTO (Ea accident) ALL OWNED AUTOS BODILY INJURY SCHEDULED AUTOS (Per person) HIRED AUTOS BODILY INJURY NON-OWNED AUTOS (Per accident) PROPERTY DAMAGE (Per accident) GARAGE LIABILITY AUTO ONLY-EA ACCIDENT ANY AUTO OTHER THAN EA ACC AUTO ONLY: AGG EXCESS LIABILITY Policy Number EACH OCCURRENCE (*Excess/Umbrella may OCCUR CLAIMS MADE Effective Expiration be used to supplement AGGREGATE the GL & Auto limits, * to satisfy Effective DEDUCTIBLE limits requirements.) RETENTION WORKERS COMPENSATION AND WC OTH- STATU- ER EMPLOYERS LIABILITY Policy Number ORY E.L. EACH ACCIDENT 1,000,000 Note: The State of CA should be included as a covered state. covered state OTHER Expiration E.L. DISEASE-EA EMPLOYEE 1,000,000 E.L. DISEASE POLICY LIMIT 1,000,000 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES/EXCLUSIONS ADDED BY ENDORSEMENT/SPECIAL PROVISIONS Progress Management Company and attached list are all named as Additional Insured for General Liability. Primary and noncontributory wording applies. Waiver of subrogation applies for General Liability and Workers Compensation CERTIFICATE HOLDER X Progress Management Company 3866 Ingraham Street San Diego, CA 92109 ADDITIONAL INSURED; INSURER LETTER: CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESETNATIVE Signature Revised 08/2018

Form W-9 (Rev. November 2017) Department of the Treasury Internal Revenue Service Request for Taxpayer Identification Number and Certification Go to www.irs.gov/formw9 for instructions and the latest information. 1 Name (as shown on your income tax return). Name is required on this line; do not leave this line blank. Give Form to the requester. Do not send to the IRS. 2 Business name/disregarded entity name, if different from above Print or type. See Specific Instructions on page 3. 3 Check appropriate box for federal tax classification of the person whose name is entered on line 1. Check only one of the following seven boxes. Individual/sole proprietor or single-member LLC C Corporation S Corporation Partnership Trust/estate 4 Exemptions (codes apply only to certain entities, not individuals; see instructions on page 3): Exempt payee code (if any) Limited liability company. Enter the tax classification (C=C corporation, S=S corporation, P=Partnership) Note: Check the appropriate box in the line above for the tax classification of the single-member owner. Do not check Exemption from FATCA reporting LLC if the LLC is classified as a single-member LLC that is disregarded from the owner unless the owner of the LLC is code (if any) another LLC that is not disregarded from the owner for U.S. federal tax purposes. Otherwise, a single-member LLC that is disregarded from the owner should check the appropriate box for the tax classification of its owner. Other (see instructions) (Applies to accounts maintained outside the U.S.) 5 Address (number, street, and apt. or suite no.) See instructions. Requester s name and address (optional) 6 City, state, and ZIP code 7 List account number(s) here (optional) Part I Taxpayer Identification Number (TIN) Enter your TIN in the appropriate box. The TIN provided must match the name given on line 1 to avoid backup withholding. For individuals, this is generally your social security number (SSN). However, for a resident alien, sole proprietor, or disregarded entity, see the instructions for Part I, later. For other entities, it is your employer identification number (EIN). If you do not have a number, see How to get a TIN, later. Note: If the account is in more than one name, see the instructions for line 1. Also see What Name and Number To Give the Requester for guidelines on whose number to enter. Social security number or Employer identification number Part II Certification Under penalties of perjury, I certify that: 1. The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to be issued to me); and 2. I am not subject to backup withholding because: (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding; and 3. I am a U.S. citizen or other U.S. person (defined below); and 4. The FATCA code(s) entered on this form (if any) indicating that I am exempt from FATCA reporting is correct. Certification instructions. You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup withholding because you have failed to report all interest and dividends on your tax return. For real estate transactions, item 2 does not apply. For mortgage interest paid, acquisition or abandonment of secured property, cancellation of debt, contributions to an individual retirement arrangement (IRA), and generally, payments other than interest and dividends, you are not required to sign the certification, but you must provide your correct TIN. See the instructions for Part II, later. Sign Here Signature of U.S. person General Instructions Section references are to the Internal Revenue Code unless otherwise noted. Future developments. For the latest information about developments related to Form W-9 and its instructions, such as legislation enacted after they were published, go to www.irs.gov/formw9. Purpose of Form An individual or entity (Form W-9 requester) who is required to file an information return with the IRS must obtain your correct taxpayer identification number (TIN) which may be your social security number (SSN), individual taxpayer identification number (ITIN), adoption taxpayer identification number (ATIN), or employer identification number (EIN), to report on an information return the amount paid to you, or other amount reportable on an information return. Examples of information returns include, but are not limited to, the following. Form 1099-INT (interest earned or paid) Date Form 1099-DIV (dividends, including those from stocks or mutual funds) Form 1099-MISC (various types of income, prizes, awards, or gross proceeds) Form 1099-B (stock or mutual fund sales and certain other transactions by brokers) Form 1099-S (proceeds from real estate transactions) Form 1099-K (merchant card and third party network transactions) Form 1098 (home mortgage interest), 1098-E (student loan interest), 1098-T (tuition) Form 1099-C (canceled debt) Form 1099-A (acquisition or abandonment of secured property) Use Form W-9 only if you are a U.S. person (including a resident alien), to provide your correct TIN. If you do not return Form W-9 to the requester with a TIN, you might be subject to backup withholding. See What is backup withholding, later. Cat. No. 10231X Form W-9 (Rev. 11-2017)