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15-R-08 - Professional Services Agreement EvergreenRESOLUTION NO. 15 -R -08 A RESOLUTION BY THE CITY COUNCIL OF THE CITY OF SCHERTZ, TEXAS AUTHORIZING THE CITY MANAGER TO EXECUTE A PROFESSIONAL SERVICES AGREEMENT WITH EVERGREEN SOLUTIONS TO CONDUCT A CITY STAFF CLASSIFICATION AND COMPENSATION STUDY AND AUTHORIZING A CONTINGENCY AMOUNT WHEREAS, The City of Schertz (the "City ") City Council identified a classification and compensation study for City employees as a top priority in the City's budget process; and WHEREAS, the City Staff has identified the necessity to conduct a professional classification and compensation study for staff positions for the purpose of fulfilling four (4) key goals: 1. Properly classify positions in the City to reflect actual knowledge, skills, and abilities, as well as the essential duties of each position. 2. To have competitive compensation within Schertz's competing labor market and benchmark cities. 3. To promote internal and external compensation equity. 4. To foster productive employees, in part, through a fair and balanced compensation system; and WHEREAS, the City released an RFQ and subsequently received eight (8) bids and, based on the scoring, three (3) vendors were interviewed; and WHEREAS, based on the scoring, City staff hereby recommends that the City Council approve the selection of Evergreen Solutions to conduct a classification and compensation study and to set the total contract scope and amount; and WHEREAS, the total cost of the study is sixty two thousand dollars and zero cents ($62,000.00); WHEREAS, the City staff recommends that a contingency fund of ten thousand dollars and zero cents ($10,000.00) be authorized for additional consultation on an as needed basis. NOW THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF SCHERTZ, TEXAS THAT: Section 1. The City Council hereby authorizes the City Manager to execute a professional services agreement with Evergreen Solutions, LLC in the amount of sixty two thousand dollars and zero cents ($62,000.00) for the conduct of a classification and compensation study. Section 2. The City Council hereby authorizes that a contingency fund of ten thousand dollars and zero cents ($10,000.00) be authorized for additional consultation on the classification and compensation study on an as needed basis. Section 3. The recitals contained in the preamble hereof are hereby found to be true, and such recitals are hereby made a part of this Resolution for all purposes and are adopted as a part of the judgment and findings of the City Council. Section 4. All resolutions, or parts thereof, which are in conflict or inconsistent with any provision of this Resolution are hereby repealed to the extent of such conflict, and the provisions of this Resolution shall be and remain controlling as to the matters resolved herein. Section 5. This Resolution shall be construed and enforced in accordance with the laws of the State of Texas and the United States of America. Section 6. If any provision of this Resolution or the application thereof to any person or circumstance shall be held to be invalid, the remainder of this Resolution and the application of such provision to other persons and circumstances shall nevertheless be valid, and the City Council hereby declares that this Resolution would have been enacted without such invalid provision. Section 7. It is officially found, determined, and declared that the meeting at which this Resolution is adopted was open to the public and public notice of the time, place, and subject matter of the public business to be considered at such meeting, including this Resolution, was given, all as required by Chapter 551, Texas Government Code, as amended. Section 8. This Resolution shall be in force and effect from and after its final passage, and it is so resolved. PASSED AND ADOPTED, thi °may o , 2015. CIT®rMchael S TEXAS M R. Carpenter Z i A retary, Brenda Dennis (CITY SEAL) -2- CITY OF SCHERTZ 2015 COMPENSATION STUDY AGREEMENT THE STATE OF TEXAS § GUADALUPE COUNTY § This 2015 Compensation Study Agreement ( "Agreement ") is made and entered by and between the City of Schertz, Texas, (the "City ") a Texas municipality, and Evergreen Solutions, LLC ( "Professional "). Section 1. Duration. This Agreement shall become effective upon execution by the City and shall remain in effect until satisfactory completion of the Scope of Work unless terminated as provided for in this Agreement. Section 2. Scope of Work. (A) Professional shall perform the Services as more particularly described in the Scope of Work attached hereto as Exhibit "K. The work as described in the Scope of Work constitutes the "Project'. Unless otherwise provided in the Scope of Work, the anticipated submittal of all Project deliverables is immediately upon completion of the Project. (B) The Quality of Services provided under this Agreement shall be of the level of professional quality performed by Professionals regularly rendering this type of service. (C) The Professional shall perform et us requirements now the or hereafter n effect nas may be statutory, regulatory and contractual q applicable to the rights and obligations set forth in the Agreement. ' ded to it (p) The Professional may rely s�p uld have been apparent to adreasonably cotmpetent by the City except when defects professional or when it has actual notice of any defects in the reports and surveys. Section 3. Compensation. (A) The Professional shall be paid in the manner set forth in Exhibit "B" and as provided herein. Schertz 2015 Compensation Study Agreement Page 1 ice (B) Billing Period: The Professional may submit monthly, or less frequently, an invoork for payment based on the estimated completion of the described tasks and approved schedule as provided for in Exhibit "B ". Subject thin hapter305days of the Government C City's receipt of (the "Prompt Payment Act "), payment is due wit Y ( ) the Professional's invoice. Interest on overdue payments shall be calculated in accordance with the Prompt Payment Act. o the Project (C) Reimbursable Expenses: Any and all reimbursable A) and for in thettotal ont act shall be included in the scope of services (Exhibit ) and amount in Exhibit "B ". If these items are not specifically accounted for in Exhibit "B" they shall be considered subsidiary to the total contract Section 4. Changes to the Pro'ect Work Additional Work. A) Changes to Work: Professional shall make such revisions is as any wort at has such completed as are necessary to correct any errors or omission appear Y work. If the City finds it necessary to make changes sl onsatisfactorily if aeque ted anldtas work or parts thereof, the Professional shall m ake such rev directed by the City and such services will be considered as additional work and paid for as specified under following paragraph. ork at (B) Additional Work: The City retains the right ton t within the general descpriptionlof the any time by a written order. Work that is clearly Scope of Work and does not otherwise constitute special asreefinent this Agreement additional must be approved in writing by the City by supplemental g work is undertaken by the Professional. if the Professional of Work gove n ing the is beyond that contemplated in this Agreement and the Scope notify the project and therefore constitutes additional war clonstitutel additional City of that opinion, in writing. If the City agree s that such work does work, then the City and the Professional shall exe Professional for he additional work on additional work and the City shall compensate the the basis of the rates contained in the Scope of h II be ladjusted h accord nglyt from Al such extent of the Scope of Work, the contract sum changes shall be executed under the conditions original ionaAwork shall be at i k of undertaken by Professional not previously appr oved as add the Professional. Page 2 Schertz 2015 Compensation Study Agreement Section 5. Time of Completion. The prompt completion of the services under the Scope of Work is critical to the City. Unnecessary delays in providing services under a Scope of Work shall be grounds for dismissal of the Professional and termination of this Agreement without any or further liability to the City other than a prorated payment for necessary, timely, and conforming work done by Professional prior to the time of termination. The Scope of Work shall provide, in either calendar days or by providing a final date, a time of completion prior to which the Professional shall have completed all tasks and services described in the Scope of Work. Section 6. Insurance. Before commencing work under this Agreement, Professional shall obtain and maintain the liability insurance provided for in attached Exhibit C throughout the term of this Agreement and thereafter as required herein. In addition to the insurance provided for in Exhibit C, Professional shall maintain the following limits and types of insurance: Professional Liability Insurance: professional errors and omissions liability insurance with limits of liability not less than $1,000,000 per occurrence covering all work performed by the Professional, its employees, sub - contractors, or independent contractors. If this coverage can only be obtained on a "claims made" basis, the certificate of insurance must clearly state coverage is on a "claims made" basis and coverage must remain in effect for at least two years after final payment with the Professional continuing to furnish the City certificates of insurance. Workers Compensation Insurance: The Professional shall carry and maintain during the term of this Agreement, workers n compeation and employers Profess onal's e liability loyees carry ng out the the requirements of the State of Texas o work involved in this contract. General Liability Insurance: The Professional shall carry and maintain during the term of this Agreement, general liability insurance occurrence and for fire damage! limits For Bodily Injury and not less than $1,000,000 for each and Property Damage, coverage shall be no less than $1,000,000. As a minimum, coverage for Premises, Operations, Products and Completed Operations shall be $2,000,000. This coverage shall protect the public or any person from injury or property damages sustained Schertz 2015 compensation Study Agreement Page 3 by reason of the Professional or its employees no less than $2,000,000. out the rk involved in this Agreement. The general aggregate shall be Automobile Liability Insurance: Professional shall carry and maintain during the term of this Agreement, automobile liability insurance with either a combined s split limit mits oft least $1,000,000 per occurrence for bodily injury and property damage p for $1,000,000 for bodily injury per person include occurrence non-owned motor property damage per occurrence. Coverage shat vehicles used in the performance of this contract by the Professional or its employees. Subcontractor: In the case of any work sublet, the Professional shall require subcontractor and independent contractors working under the direction of either the Professional or a subcontractor to carry and maintain the same workers compensation and liability insurance required of the Professional. Qualifying Insurance: The insurance required by this Agreement shall be written by non - assessable insurance company licensed to do business in the State Texas and currently rated "B +" or better by the A.M. Best Companies. All policies shall be occurrence basis" and not a "claims made" form. Evidence of such insurance shall be attached as Exhibit "D ". Section 7. Miscellaneous Provisions. (A) Subletting. The Professional shall not sublet odr transfer want t tthitsoAgreementkunless this Agreement or any Scope of Work pursuant shall not be unreasonably specifically approved in writing by the City, which app the withheld. Subcontractors shall comply with all provisions of this Agreement n the subletting of applicable Scope of Work. The approval or acquiescence any work shall not relieve the Professional of any responsibility for work done by such subcontractor. (B) Ownership of Documents. Upon completion or termination of this Agreement, all documents prepared by the Professional or furnished to the Professional by the City shall be delivered to and become the property of the City. All drawings, charts, calculations, plans, specifications and other data, including electronic files and raw data, prepared under or pursuant to this Agreement shall be made available, upon request, to the City without restriction or limitation on the further use of such materials PROVIDED, HOWEVER, THAT SUCH MATERIALS ARE NOT INTENDED OR REPRESENTED TO BE SUITABLE FOR REUSE BY THE CITY OR OTHERS. ANY REUSE WITHOUT SPECIFIC PRIOR VERIFICATION E INTENDED ADAPTATION BY THE PROFESSIONAL F OR THE Page 4 Schertz 2015 compensation Study Agreement WILL BE AT THE CITY'S SOLE RISK AND WITHOUT e pre-existing ng proprietary PROFESSIONAL. Where applicable, Professional shall rights in the materials provided to the City but shall grant to the City a non - exclusive, perpetual, royalty -free license to use such proprietary information solely for the purposes for which the information was provided. The Professional may, at Professional's expense, have copies made of the documents or any other data furnished to the City under or pursuant to this Agreement. l seal it shall (C) Professional's Seal. To the extent that the Professional has a to the City. work and placed on all documents and data furnished by th services provided under this Agreement will bes and performed c f the Profess onal's fashion and shall conform to the accepted stand practices o industry: The plans, specifications and data provided Professional shall and sufficient to enable those performing the actual rk to p erform the wok as and within the time contemplated by the City and Professional. The City acknowledges that Professional has no control over the methods means of work nestimates of costs by the materials or equipment. Unless otherwise agreed writing, Professional are for informational purposes only and are not guarantees. (D) Compliance with Laws. The Professional shall comply the iohdel federa and 1, scat es of oval and laws, statutes, ordinances, rules and regulations, any courts, administrative, or regulatory bodies in ana laws, um and this including, without limitation, work er's compensation maximum salary and wage statutes and regulations, satisfactory proof of comupli ince. When required, the Professional shall furni sh the Ci tY with sat is (E) Independent Contractor. Professionawagenthoffi cal orrep esentatve independent contractor of the City and is not a n employee, of the City. Professional shall not represent, either of the City Irrl nciome taxest Professional is an employee, agent, official or representative self- employment taxes, social security taxes and the like are the sole responsibility of the Professional. (F) Non - Collusion. Professional represents and warrants that Professional has not given, made, promised or paid, nor offered to give, make, promise or pay any gift, commission, money or other consideration to any person his Agreement. Bement inducement Professional further to obtain the work to be provided to the City under 9 agrees that Professional shall not accept any gift, commission, money, or other consideration from any person (other than from the pursuant to the Agreement) for any of the services performed by Profession er consideration st re ved by or offered to such gift, bonus, commission, money, or other Schertz 2015 compensation Study Agreement Page 5 ity and, at the sole Professional, Professional shall immediately report the forCitself or to take the option of the City, the City may elect to accept the consideration value of such consideration as a credit against the compensation otherwise owing to Professional under or pursuant to this Agreemen t G Force Majeure. If the performance of any covenant or obligation which are bebe performed hereunder by any party the () art is delayed as a result of circumstances reasonable control of such party (which circumstances may include, without limitation, pending litigation, acts of God, war, acts of civil disobedience, [such as I�by way fire or illustration and not of shortage of materials, adverse weather condition limitation, severe rain storms or below freezing temperatures, strikes or similar acts, moratoriums or regulation s or actions by governmental authorities), the time for such performance shall be extended by the amount of time of such delay, abn t no longer than the amount of time reasonably te foregoing the events shall deliver delay of performance as a result of any o written notice of the commencement of any such lay resulting be becomes aware of the same, event not later than seven (7) days after the claiming art g p Y and if the claiming party art fails to so notify the other party of the occurrence of a force be aware of such majeure event causing such delay and the other to ava I tself of the provisions force majeure event, the claiming party shall not be entitled for the extension of performance contained in this subsection. (F-I) In the case of any conflicts between the terms shall govern. enThe Scope'nof contained within the Scope of Services, this Agreement Services is intended to detail the technical scope of services, fee schedule, and contract time only and shall not dictate Agreement terms. Section 8. Termination. (A) This Agreement may be terminated: (1) By the mutual agreement and consent of both Professional and City; (2) By either party, upon the failure of the other party to fulfill its obligations as set forth in either this Agreement or a Scope of Work issued under this Agreement; as (3) By the City, immediately upon n herservicestcontemplated by,th s consequence of the failure of Professional to perform Agreement in a timely or satisfactory manner; (4) By the City, at will and without cause upon not less than thirty (30) days written Schertz 2015 Compensation Study Agreement Page 6 notice to the Professional. (B) If the City terminates this Agreement pursuant ls o5 reimbursable expenses (3), above, the Professional shall not be entitl ed to an fees able as of the time of other than the fees and reimbursable expenses then due and pay termination and only then for those services performed by the Professional considering the actual seat c have been timely and sts incurred by the Professional in performing work to date of termination, the value another Professional to cotmplete the bwork the City, the cost to the City of employing an of of required and the time required to do so, and other fa affect the that is not the he fain of the work performed at time of termination. In the e vent of termination the Professional, the Professional shall be comnationttogether lwith any eimbursable additional services actually performed prior to term expenses then due. Section 9. Indemnification. Professional agrees rmer agents, e ify and employees, ld the City f Schertz, Texas and all of its present, future and f and representatives harmless in their official, individual and representative on, judgments, liens and capacities from any and all claims, demands, costs and expenses (including attorney's fees, whether contractual or statutory), damages (whether common law or statutory), costs and damages (whether common law or statutory, and whether actual, punitive, consequential or incidental), of both conceivable character, for injuries to persons i an (including n property the services real and personal) created by, arising from o any relating to or goods performed or provided by Professional of the Un ted Sta es or Texas r'BUT through strict liability or under the constitutio n ONLY TO THE EXTENT ALLOWABLE BY SEC. 271.904(a) OF THE TEXAS LOCAL GOVERNMENT CODE AS APPLICABLE. Section 10. Notices. Any notice required or and shall be given en and shall be deemed to other party to this Agreement shall be in writing g have been served and received (whether d in an official al depos'tory u'nder'theeegu regular to the address set forth below; (u) deposit and custody of the United States Postal Service located w{ equested, confines and addressed to States of America and sent by certified mail, return p such party at the address hereinafter specified; or (iii) delivered to such party by courier receipted delivery. Either party may designate another bt address tten notice of confines of continental United States of America for notice, ice Hated for notice actually received by the other party, the last address of such party g shall remain such party's address for notice. Schertz 2015 Compensation Study Agreement Page 7 Section 11. No Assignment. Neither party shall have the right to assign that party's interest in this Agreement without the prior written consent of the other party. Section 12. Severability. If any term or provision nforceabigteof the remaining terms or invalid or unenforceable, the legality, validity ore Y provisions of this Agreement shall not be affected thereby, and in lieu automatically toegal, invalid or unenforceable term or provision, there shall be Agreement a legal, valid or enforceable term or provision as similar as possible to the term or provision declared illegal, invalid or unenforceable. wive any Section 13. Waiver. Either City or the Professional shall have the rights 'sabenefit requirement contained in this Agreement that is intended for the waiving party but, except as otherwise provided herein, such w intended. No wai er of any executed by the party for whose benefit such requirement is breach or violation of any term of this Agreement shall be concurrent or subsequent, and constitute a waiver of any other breach or violation, whether of the same or of a different type of breach or violation. ansactions Section 14. Governing Law; Venue. This construed in accordance wethrthe laws of contemplated herein shall be governed by and the State of Texas. The provisions and obligations of this for Agreement action arising performable ut o in Guadalupe County, Texas such that exclusive v Y Agreement shall be in Guadalupe County, Texas. Section 15. Paraarauh Headings; Construction. The paragraph headings contained in scope or this Agreement are for convenience only aadh hlereof. Both part es ha limit ve panic pated n meaning of the various and several par g paragraphs the negotiation and preparation of this Agreement and this Agreement shall not be construed either more or less strongly against or for either party. Section 16. Binding Effect. Except as limited herein, hof e terms and provision of this the parties hereto and the r Agreement shall be binding upon and inure to the respective heirs, devisees, personal and legal representatives, successors and assigns. Section V. Gender. Within this Agreement, words of any gender shall be held and construed to include any other gender, and words in the singular number shall be held and construed to include the plural, unless the context otherwise requires. Section 18. Counterparts. This Agreement shalldconsti multiple utelb tone and the each of which shall be deemed an original, and all of which same instrument. Schertz 2015 Compensation Study Agreement Page 8 Section 19. Exhibits. All exhibits to this Agreement are incorporated herein by reference for all purposes wherever reference is made to the same. Section 20. Entire Agreement. It is understood and agreed that this Agreement contains the entire agreement between the parties and supersedes any and all prior agreements, arrangements or understandings between the parties relating to the subject matter. No oral understandings, statements, promises or inducements contrary to the terms of this Agreement exist. This Agreement cannot be changed or terminated orally. Section 21. Relationship of Parties. Nothing contained in this Agreement shall be deemed or construed by the parties hereto or by any third party to create the relationship of principal and agent or of partnership or of joint venture or of any association whatsoever between the parties, it being expressly understood and agreed that no provision contained in this Agreement nor any act or acts of the parties hereto shall be deemed to create any relationship between the parties other than the relationship of independent parties contracting with each other solely for the purpose of effecting the provisions of this Agreement. Section 22. Right To Audit. City shall have the right to examine and audit the books and records of Professional with regards to the work described in Exhibit A, or any subsequent changes, at any reasonable time. Such books and records will be maintained in accordance with generally accepted principles of accounting and will be adequate to enable determination of: (1) the substantiation and accuracy of any payments required to be made under this Agreement; and (2) compliance with the provisions of this Agreement. 23. Dispute Resolution. In accordance with the provisions of Subchapter I, Chapter 271, TEX. LOCAL GOVT CODE, the parties agree that, prior to instituting any lawsuit or other proceeding arising from a dispute under this agreement, the parties will first attempt to resolve the dispute by taking the following steps: (1) A written notice substantially describing the nature of the dispute shall be delivered by the dissatisfied party to the other party, which notice shall request a written response to be delivered to the dissatisfied party not less than 5 days after receipt of the notice of dispute. (2) If the response does not reasonably resolve the dispute, in the opinion of the dissatisfied party, the dissatisfied party shall give notice to that effect to the other party whereupon each party shall appoint a person having authority over the activities of the, respective parties who shall promptly meet, in person, in an effort to resolve the dispute. (3) If those persons cannot or do not resolve the dispute, then the parties shall each appoint a person from the highest tier of managerial responsibility within each respective party, who shall then promptly meet, in person, in an effort to resolve the dispute. Schertz2015 Compensation Study Agreement Page 9 24. Disclosure of Business Kei nivnaiu -��•••••� -• -• - Questionnaire. Professional represents that it Local GovernmentlCodle.filing and disclosure requirements of Chapter 176 of the Texas �► 7 , EXECUTED, by the City on this the day of r 20_L-5-. . CITY' PR By: By Na Name: hn C. Kessel Tit Title: City Manager ADDRESS FOR NOTICE: CITY City of Schertz Attn: John C. Kessel, City Manager 1400 Schertz Parkway Schertz, Texas 78154 with a copy to: City Attorney City of Schertz, Texas Attn: Charles E. Zech 2517 N. Main Avenue San Antonio, Texas 78212 Page 10 Schertz 2015 Compensation Study Agreement PROFESSIONAL Evergreen Solutions, LLC Dr. Jeff Ling 2852 Remington Green Circle, Suite 101 Tallahassee, Florida 32308 Exhibit "A" Scope of Services Timeline: Evergreen will submit the final report within 150 days after the contract award. Task 10 - Proiect Initiation TASK ACTIVITIES 1.1 Discuss with the City's Project Manager (CPM) the following objectives: understand the City's mission and current compensation philosophy (if any); • review our proposed methodology, approach, and project work plan to identify any necessary revisions and to assess any concerns; • reach agreement on a schedule for the project including all assignments and project milestones /deliverables; and • establish an agreeable communication schedule. 1.2 Identify potential challenges and opportunities for the study. Discuss the_ strategic direction of the City and some of the short- and long -term priorities. This activity serves as the basis for assessing where the City is going and what type of pay plan will reinforce current and future goals. 1.3 Obtain relevant materials, including: • any previous projects, research, evaluations, or other studies that maybe relevant to this project; • organizational charts for the departments and divisions, along with related responsibility descriptions; • current position and classification descriptions, salary schedule(s), and classification system; • strategic business plans, budgets; and personnel policies and procedures, and the step placement policies. 1.4 Review and edit the project work plan and submit a schedule for the completion of each project task. KEY PROJECT MILESTONES Exhibit "A" Scope of Services Page A -1 Schertz 2015 Compensation Study Agreement Comprehensive project management plan Comprehensive database of City employees Task 2.0 - Collect and Review Current Environmental Data TASK ACTIVITIES 2.1 Schedule and conduct employee orientation sessions. 2.2 Meet with department heads /supervisors to obtain relevant information and statistical /anecdotal data on specific compensation issues and policies. Obtain insight into perceived current compensation system strengths and weaknesses. 2.3 Hold focus groups with a sample of employees to obtain additional relevant information and statistical /anecdotal data on specific compensation issues and policies. 2.4 Work with the CPM to administer the JATs and MITs. Our staff utilizes a web -based tool for data collection, but we rn prvide paper copies s. We will seek ek approval computers or Internet from the CPM before distribution of the JAT /MIT questionnaire. 2.5 Review any data provided by the City that may provide additional relevant insight. 2.6 Review internal career ladders and make recommendations to keep positions competitive. KEY PROJECT MILESTONES AT and MIT distribution Department head /supervisor interviews Employee focus groups and orientation sessions Task 3.0 - Collect and Review Current Environmental Data TASK ACTIVITIES 3.1 Obtain the existing pay structure and compensation philosophy. Review the existing pay structure and look for potential problems to be resolved. 3.2 Determine the strengths and weaknesses of the current pay plan(s). Exhibit "A" Scope of Services Page A -2 Schertz 2015 Compensation Study Agreement 3.3 Complete an assessment of current conditions that details the pros and cons of the current system as well as highlights areas for potential improvement in the final adopted solution. KEY PROJECT MILESTONES Review of existing compensation plan(s) Assessment of current conditions Task 4 0 Develop Compensation Philosophy TASK ACTIVITIES 4.1 Conduct a thorough review of all background materials related to the City's compensation system. 4.2 Review information from department head /supervisor interviews. 4.3 Make recommendation for compensation philosophy based on input from previous steps. 4.4 Document accepted compensation philosophy based on input from the CPM. KEY PROJECT MILESTONE Compensation philosophy Task 5.0 — Evaluate and Build Pro'ected Classification Plan TASK ACTIVITIES 5.1 Review all draft class specifications with the CPM. 5.2 Review the work performed by each classification and score. The review includes an evaluation of supervisory comments. 5.3 Review JAT scores and identify the classification of positions. 5.4 Schedule and conduct additional follow up with employees for jobs where uncertainty exists over data obtained from the JATs. 5.5 Develop preliminary recommendations e based solely on internal classification designed at this point would b equity relationships would be guided by the JAT scores for each classification. Essentially, a structure of classifications would be established, and classifications with similar scoring would be grouped into pay grades. Spacing Exhibit "A° Scope of Services Page A -3 Schertz 2015 Compensation Study Agreement between jobs would be determined, and each classification would be assigned to a pay grade. The final decision on the minimums and maximums of the pay grades would be determined after the market data have been collected. 5.6 Review recommendations with the CPM. 5.7 Conduct four employee engagement sessions for employees explain the results of the JATs. KEY PROJECT MILESTONES 1AT scores by class Recommended classification changes Preliminary job structure based on internal equity Task 6.0 identify List Of Market Salary Benchmarks TASK ACTIVITIES 6.1 Conduct a thorough review of all materials to date, including employee database, classification listing, interviews, compensation review, and discussions with the CPM. ew, a list of classifications (benchmarks) to include in the labor 6.2 Identify, from the initial revi market survey. 6.3 Submit the proposed list of positions to the CPM for review. 6.4 Based on the CPM's review, make revisions to the benchmark list and finalize consistent with Evergreen's analysis. KEY PROJECT MILESTONES Preliminary list of benchmark classifications Final list of benchmark positions for the external labor market assessment Task 7 0 Identify Approved List of Targets TASK ACTIVITIES 7.1 For each employee group, review with the CPM peer organizations that must be included in the survey. Exhibit "A" Scope of Services Page A-4 Schertz 2015 Compensation Study Agreement 7.2 Develop a preliminary list of organizations for the external labor market survey, placing a comparative emphasis on characteristics such as: size of the organization; • geographic proximity to the Schertz area; • economic and budget characteristics; and other demographic data. 7.3 Develop a list of survey targets by employee group. Develop a system for use of secondary data including potential sources and weighting of secondary data, if necessary. 7.4 Review survey methodology with the CPM and refine survey methodology prior to distribution of survey. 7.5 After approval of survey methodology, develop contact list of peer organizations and notify peers of impending survey. KEY PROJECT MILESTONES • Initial list of survey peers Survey methodology Final list of survey organizations and contacts Task 8.0 Conduct Market Survey and Provide External Assessment Summary TASK ACTIVITIES 8.1 Prepare a customized external labor market salary survey for the CPM's approval. Discuss questions and categories for the market survey with the CPM. 8.2 Contact the targets for electronic completion of the survey. Provide paper copies by fax, if requested. 8.3 Conduct necessary follow -up through e- mails, faxes, and phone calls. 8.4 Collect and enter survey results into Evergreen Solutions' electronic data analysis tools. 8.5 Validate all data submitted. Exhibit W, Scope of Services Page A -5 Schertz 2015 Compensation Study Agreement 8.6 Develop summary report of external labor market assessment results. 8.7 Submit summary report of external labor market assessment results to the CPM. KEY PROJECT MILESTONES • Market survey instrument Summary report of external labor market assessment results Task 9.0 — Develop Strate is Positionin Recommendations TASK ACTIVITIES 9.1 Identify the compensation philosophy and accompanying thresholds. 9.2 Using the market salary data collected inTask mber 8•dof grades, steps, nd ranges. reviewed in Task 5.0, determine the proper pay plan including 9.3 Identify highly competitive positions within the City and customize recommendations for compensation where required. 9.4 Produce a pay plan(s) that best meets the needs of the City from an internal equity and external equity standpoint. KEY PROJECT MILESTONES Proposed compensation strategic direction, taking into account internal and external equity Plan for addressing unique, highly competitive positions Task 10.0 Conduct Solution Analysis TASK ACTIVITIES 10.1 Conduct regression analysis or other appropriate techniques to properly slot each classification into the proposed pay plan. 10.2 Place all classifications into pay grades based on Task Activity 10.1. Sort alphabetically by job class title, in descending order by range, and by old class title and new class specifications. Exhibit "A" Scope of Services Page A -6 Schertz 2015 Compensation Study Agreement 10.3 Create implementation solutions for consideration take into compensation rent position of the organization as well as the findings from the Identify and prepare a range of compensation policy alternatives. 10.4 Meet with the CPM to discuss the potential solutions. 10.5 Determine the best solution to meet the City's needs in the short -term and long -term. 10.6 Document the accepted solution. KEY PROJECT MILESTONES Initial regression analysis Potential solutions Documented final solution N TASK ACTIVITIES 11.1 Produce a comprehensive draft report that captures ded compensation plan ras well as how the plan report will include a description of the recomme a three should be implemented over norement I implementation strategies for salary and recommendations for multiple -year, compression based on financial parameters provided by the City. 11.2 Submit the comprehensive draft report to the CPM for review and approval. 11.3 Make edits and submit necessary copies of the final report to the CPM. 11.4 Present final report to the City over two council meetings 11.5 Develop a communication plan for sharing study results with employees. 11.6 Conduct four employee wrap up sessions explaining the findings of the study. 11.7 Develop implementation database to communicate the process and progress of this project to the CPM and any other employee or groups designated by the CPM. 11.8 Develop a plan for maintaining recommendations over time. KEY PROJECT MILESTONES Draft and final reports Exhibit "A" Scope of Services Page A -7 Schertz 2015 compensation Study Agreement Final presentation communication plan Implementation and maintenance database TASK ACTIVITIES 12.1 Develop recommfi endations and guidelines forth recommendations and gu del nesnce of ation structure-, the classification and compens in cluding g related to: • how employees will move through the pay structure /system as a result of transfers, promotions, or demotions; how to pay employees whose base pay has reached the maximum of their pay range or value of their position; a the proper mix of pay; how often to adjust pay scales and survey the market; • the timing of implementation; and • how to keep the system fair and competitive over time. 12.2 Recommend recruitment /retention strategies, where appropriate. 12.3 Provide recommendations on re- structuring license pay and certification pay. 12.4 Present recommendations to the CPM for review. KEY PROJECT MILESTONES Recommendations for compensation administration Recommendations for recruitment /retention policies Task 13.0 - Provide Revised Class Descri tions and FLSA Determinations Page A -8 Exhibit "A" Scope of Services Schertz 2015 Compensation Study Agreement TASK ACTIVITIES Hance. 13.1 Assess current clas s descriptions for form, content, validity, and ADA compliance. 13.2 Discuss new class description format with the CPM. 13.3 Revise classification descriptions in a standard format based on data gathered from the JAT process. or new classifications as needed. Provide complete listing of the 13.4 Create new class descriptions f allocation of job classes to salary range assignments. 13.5 Make FLSA determinations (exempt vs. non - exempt) based on work performed and federal requirements. 13.6 Recommend a systematic, regular process for reviewing job descriptions. KEY PROJECT MILESTONES Updated class descriptions New class descriptions as needed • Evergreen will review all employee classifications which is estimated to be 1 ch includes • Total compensation will be evaluated in the external labor market survey certification pay and performance Provide internal equity re coma dates weekly as well asgprovide bullet points that can be sent to Evergreen will provide status employees Page A -9 Exhibit -9 Scope of Services Schertz 2015 compensation Study Agreement Exhibit "B" Compensation Evergreen will be compensated $62,000 for the scope of work identified in Exhibit The following is the accepted invoicing schedule based on the Scope of Work: 25% - upon completion of Task 1 25% - upon completion of Tasks 2 -5 25% - upon completion of Task 6 -8 25% - upon completion of Tasks 9 -13 ' resence is require beyond what was listed in the Scope of Work, each additional trip and If Evergreen s p presentation will be charged separately for $2,500 per instance. page B -1 Exhibit "B" Compensation Schertz 2015 Compensation Study Agreement Exhibit "C" REQUIREMENTS FOR ALL INSURANCE DOCUMENTS provide and d every condition contained herein. The agreement with the City • Any I with each an the term equal to that required of The Professional shall comply e set forth below during of Schertz maintain the minimum insurance coverage lianCe with this provision- hired The City b the Professional shall m� t tas assure compliance coverage tractor. Subcontractors) onsibility of the Professional Professional. It is the responsibility from the conduct, or lack of conduct, of the Subcontractor NT accepts no res onsibdi applicable professional shall specifically endorse app INSTRUCTIONS FOR COMPLETION OF INSURANCE DOCU INSTR uirements, oin insurance requirements, and Automobile With reference to the foregoing respect General Liability insurance policies as follows: ensation and City of Schertz shall be named as an additional insured with resp he Workers Comp 1. The Y Liability on a se arate endorsement. of Schertz shall be contained in 2 Awaiver of subrogation in favor of The City policies and must be provided on a se arate endorsement. all liability p o effect that The City of Schertz will receive at least thirty (30 3. All insurance policies shall be endorsed to the notice prior to cancellation or non-renewal of the insurance. _ urance. written n it of Schertz as an additional ins urmnst be endorsed to read days w application of other 4. All insurance policies, which name The City of the app of 2011, states that the above and non - contributory coverage provided as primary Senate Bill 425 82(R) certificate Co of insurance. Separate endorsements must be 5. Chapter 1811 of the t Texas nthe c rti Code, endorsements cannot b The City of Schertz of for each of the above. all be endorsed to require the insurer to immediately notify g. All insurance policies shall material change in the insurance coverage• exclusions or insured versus linsu j insurances. any and um The City of 7. All liability policies shall contain no cross of primary subject to approval by Required limits may be satisfied by Y deductibles, g. Req maintain reasonable and customary 9. Professional may +. Schertz• a minimum AmBest rating of Department of Insurance. 10. Insurance must be purchased from insurers having roved by the Texas als obligations contained in the contract. a e must be written on an occu�Ce form. a 11. All insurance must be written on forms filed with an sion 'zed agent (ACORD 25 2010105). Co g the Profes an or its author) must be maintained covering the insurance comp Y 12. Contractual Liability and executed by Certificates of Insurance shall be prepared and warranting all endorsements and insurance coverage Certlfi provisions representing policies. and shall contain according furnish The City of Schertz with certified above shall be i sued directly to the to requirements and instructions contained herein. the Upon request, Professional shall in each of the coverages required any work by 13. Up rior to starting 10 business days after contract award and Also, prior to the start of any 14. Avalid certificatWit insurance (e) verifying cord or insurance company- of Schertz, all City of Schertz successful Professional's insurance agent of re shall be sent to the City of Schertz. The that the Certificate of Insurance is issued and sent to the i Y work and at the same time B, C and D, above required endorsements identified endorsements shall be sent to: certificate of insurance 4._R n•ohnson schertz.com City of Sche t partment Purchasing 1400 Schertz Parkway Schertz, TX 78154 Exhibit"C" Requirements for all Ins Agreement Documents schertz 2015 Compensation study emailed Faxed to: 210 - 619-1169 Page CA DAW ill ► �1 CERTIFICATE OF 1..1A1'31LfTY INSURANCE nTlt'IOATq i 11OLOC� 11118 UB AppOROSO aY �AUY1wr1C[1 111118 C 31MIGATa Ig (90000 AO A (AKI7811 Op INFOIiAlATIOHall N iII In CONIPR OTIn[i1W ` `N Tllq IDSUINO MV8UR111t {8)� a 1!41111'10AIU nOt!6 NOT A lI IO�P1tN9UlU1H HRU4GOlj N0 ll1D oxmNa R11 ALTGR 1110 tsavUM AlVpn.d aoltdtha lAI1pRt! 11118 p oft Pi titA 1 ;IlpliflBBNTAYiVR OR PROOU0111i. 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Tox., IM, Colo lea Ax8 en°cl°+l by � QANOBL� O R CN fl ^� 6tI0ULq All OF 111a All D11bORFDRO PGLI:ICa hR OANOL�LLQD DEFORM YtiR EXPRIAtiW11 OA1H Imam 60110E 11AL1. 1111 PELRtgiltlD lfl Clly011--a Ot Scheltr ACCbltuAliCa 1Y11H 1H11(�p�OY ItitOYlt}10N6, ock1400SChettz P€ukwt+y SWUM comp lLKSt"rAIIVa S Schottz, lk 18164 4 Attn-. POIChas+ng Dept. AUY1K1RlZrDSIONAlUiIL' nE(kUlAUD11GR1: RpOR p 19a0*00 AOORD GO\TION. All 1lghte 101101110 Amin 25 OWN) Iho Al namo and logo 111`0 rc41sl11tod mntka of AOORO Exhibit "C" Requirements atio r Stud Insurance a Documents Page C -2 Schertz 2015 Comp y A) B) (Instructions for completing and submitting a certificate to the City of Schertz) te the Certificateiof Insurance�date . Agency) Information — complete name, address, telephone information, 8, email ducer (Insurance g C) D) E) F) G) H Pro address. companies to be Insured's (Insurance Policy Holder) Information — complete city requires all insurance comp VI Insurer (name /names of Insurance company) **(Remember + or better) Class Authorized to do business in the State of Texas be rated by A.M. b Best Be {)rating of B (or higher) or otherwise be acceptable to the City if no Y (National Association of Insurance Commissioners, a # that is assigned by the State to all insurance NAIC # (Na companies) an provides which type of coverage from D Insurer letter represents which insurance company pin box. Also, "Occurrence" type policy — must have an royal) General Liability Insurance Policy — must have,an (x) es, except for box occurrence policy preferred but claims made policy onal Insured for pall coverages, app (x) in the ( es under Additional This section shall be filled in with "Y" for y 1 Liability and Workers' Compensation. There shall also be a "Y" for yes under all coverages or Professiona Y Hired Autos subrogation waived. written I Automobile Liability Insurance —must i checked section rand by occurrence whenever it is required by J) Umbrella Coverage — must be checked in this contract and in accordance with the contract value. ensation and Employers Liability Insurance — information must be completed in this section K) Workers Comp licable of the certificate of insurance form (if app ) nated by the City of Schertz- L) Builder's Risk Policy — for construction projects asdervices if required by the City of Schertz. Professional Liability Coverage —for professional s M) Insurance Policy #'s N) Insurance policy effective dates (always check for current dates) O) Insurance Policy limits (See Insurance Requirements Checklist) endorsements are required by P) This se n is to list projects, dates of projects, or location ofhprfollowing endors Endorsements to the insurance policy(ies) must be provided separately and not in this section. the City of Schertz. insured" endorsement is not (1) Adding the City of Schertz as a� wotl workers compensation insurance; and required for, professional liability an (2) Waiver of Subrogation (3) Primary and Non - Contributory (4) Cancellation Notice material change to the insurance policy(ies) must be provided to the z's name and address information must be listed in this section Q) City of Schert per the policy R) Notice of cancellation, non - renewal, or m City of Schertz in accordance with a cancellation notice s an additional onal insured. (Seca1811.155, Tex. Ins. provisions based on the endorsement adding the city a Code) the Authorized Agent in this section of the certificate form. S) The certificate must be signed by Page C -3 Exhibit "C" Requirements for all Insurance Agreement Documents Schertz 2015 Comp ensation Study Exhibit "D" Evidence of Insurance Page DA Exhibit "D" Evidence of insurance Agreement Schertz 2015 Compensation Study Page 004 9 XDimensional Tech —> DATE (MMIDDIYYYY) Feb 10 2015 13:09:5 4rt7lt�� CERTIFICATE OF LIABILITY INS aRANCEoN THE c RTIIICATE HOLDER. THIS DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS CERTIFICATE BELOW. 'THIS S CEtZI'IFIf:AT'E OF INSURANCE DOES NOT CO I7U "l'E A CUN•PF'iAC;T BETWEEN THE ISSUING INSUREVUAIVED,Tsubje subject REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. olic leas must be endora ed. If SUBROGATION 1 IMPORTANT: If the certificate holder is an ADDITIONAL INSURED. the p y( 1 the terms and conditions of the policy, certain policies may require an endorsem ®nt. A statement an this certificate does not confer rights tot ►e certificate holder in lieu of such andorsernent s . IaAME CIF"'TODx @R S HVICE'. cxNTRH II �'K A, f... No. U .:........... ............................... 1...AICNa (60O) 455 961'1 PRODUCER PNONG ($66.)...... 972-.. 3. 7. g ........................._..................._..............(.....,........);....................... ............................... IC RAcdSr2$, G3CJNT8R, VAWGkiN IN5 IIrc -MAIL, A' BUNaURR(�s1AFFORgINOCDVEitAC3E rADR9IN5URANCE. ......... RSERVIC RO SOX 2748 U(? P?.. �"�5i .......................... .........' ... O F CA NAIL # GRAND R�$IAC D17 945D�29F1 ........................ ............................... .... A.. ���0................. INSURERA:,b'ORICkfOEt� T,(ikTATi)k2.kx .T,TI£JtTR•A ............. I1f ............................................................. ..............la$d.l.....�.iy.a �1�:1 INSURED INSURER B : PAbtEktOST..... INS( TkAN ...... ............................... .................... ................ ...,........ ...............,.........,..... EV@RG1111SN SOLtiTIONa, Lt,C INS fZ. C .:... ........... ....... .................,............. . ..�NS.IJRR,. �............ 2970 REMINGTON QRREN GZRGLP i1a01 .. ................. ..................................................... .............................:. TALLA@ASSgs FL 32306 INSURER F: REVISION NUMBER: COVERAGES CERTIFICATE NUMBER: C��r Io 7.41.5og DESCRIBED HF,,RFIN IS SI.BJECT TO ALI.., THE. TFRMS, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS 70 CERTIFY THAT THE POLICIES OF INSUR TNCE LISTED BELOW HAVE BEEN ISSUED TOS CIE lwSURED NAMED ABOVE FOR THE POLICY H THIS IS Y THE POI ",ICI , INDICATED. NOTWITHSTANDING ANY REO.RTAINE , M .._'�............ :. C .'. ..........AVID CY"f?'IMS .............................................................. ............................... CE.RTIFIC, ATF"„ ANI7 CONI>ITIIONS OF MAY JC I �?t CIFS. 11MIT°yS.�OWN MAY HAVI f3F REDUCED G1 t Y PAID CLAIMS . LIMITS E.XCI,.1,151ON Ala pL,5r16K MryA1!pIYYYY ' MMIODIYYYY POLICY NUMBCR ..... TYPE OF INSURANCE 1 �i6 : W `: ': PAC C)C.C1JRFtk.:NC;E:. .....,........a .. OO I.N.��........ f0 P5wTFfi : V LTR: r ................. ............................... A 8 GOMMERCIALGENERAL LIABILITY DO p336 / 7/ 014 %— / 015 .................,,..,,.. ,. . ....................�...�...... ....................... 5 Y PA 02S - ..............:............: Y.0 ........... ......... ............................... • : >C : OC' -f. %UR : `: ........ .... ............................... © r 7 2 !, „FMCS' "Mlq"Fc "' . �'. M4 ^.[:1 CXF� (Orly f�flH Pe"fxorl) � 1,00 .� ao,000 CLAIM6i•MADL 1 ,'... t715i: )�Y S ......__.. 6 Ac,C:1F'3G;;c;•IA'f[;; {,IPAI'I` APnPs4If;is a >4;;R: psft0.. 7f L.C1r;: AU,romo6II.RI,.IAFII"]TV 336 Y Y PA$UU255 Ai ANY AUTO cCHF.i.Ll! ILEI -1'. ` AwNr:as At.11..C7S .......... Ali 4,C)MfslN:a,Ff�INCfI,E(,I T AUTOS, i 1 ( r rt) ...... ............................... ........... ............. L,.,.,......, ....,.,.,..,_,.,.,... ... . ...... Y PAS , LIAR :• X { OCC::UR ............................... �(; UMBRELLA ...................... ....... ...... G %CE63 LIA13 i ; t;:6,AIM3- MAC)F'•. ............. ......... ........:...................... RFTI= N'T1C,5N8+ 10_000`: ' WORK ERSCOMPENSATION Y WC0026 "75201 'B ANDCMPLOYER ITY Y'( °N 1,,,00.0..a.Q_Q�........... .ia 1'IVr,'.. ` FsN'�'F'Milin'I1IF-I(7F( /t AH rN1, FUF,�F., 1 NIA; I,.., Or- rir; E;,rarMFgnrtC;C:hF;xr.;6Ul ?FI?,' IminaatoTy In NH) p00,000 Ir'E:R£iQNAL, fA AIJV IN.. II < ......... ........ Its tizF)Nf;iV'2A1„ At11 t3P� %,i,,1 i........ ....................................... 2.000,00 ............................... flftOfulc4- GOMf'/t)P, `: 2,000,000 .... 4,C)MfslN:a,Ff�INCfI,E(,I T 1,000.00.0.......... .. 1 ( r rt) ...... ............................... ........... ............. ............................... „l3C "..r�geltic 'OII.Y INJURY Qpc:r person) ©/17/2014 ©/17/2015 ............................... ............................... [SODILY INJURY (Pee a1CCia0ill) v ............... .................... ...................... ......... ...... . ... f: l s DAIV9AG S wtt•..... ...................... .............. ............................... _.,..,, ..,.,.,...,..,: n I.AC.:F {C)i:;C'1..111kf Ni. A :' .......................j..... .. 1. , 0 0 0,000 ............................... 0/17/2014 ;6/11/2015..,, 1,,,00.0..a.Q_Q�........... ., p00,000 EACH ACC; II;>[ iN.� ...... .......... .........I. ......- ........ ........ ......... ........... n0 nrnn�,yyr;F,y .. 1, aoo, °...... F..,.6. oim,'A i( p +ctllt;'YI'm $ 1,000,000 CgR',C'IPICAIld tXOLDB%1 I$ DS$I(3xrATND AS 7aD0%TXONAL IN$t1R73D WITH Ii3GARDF pESORIPTION OF OPERATIONS 1 LOCATIONS VEHIOLE3 (AGORA 101, Aaultlolta,l Rm Y95 3uhuUul�, neray 4rta rattaclrraa N' nlOrp bptvcts I8 repWraal BDUCATXC9 PLANNING CONSULTANT / TO r�1�NNRAL C.I7I.811C,ITSC. $v "13JECT �O '1Hl� � >OLYC:�i '1'hRM6 AND 40'Nr>Y'1`IO $ CR AVAiliP�NLR TO T'f3L T�EREUN OR URGANCNBgT Til#kT @3CURTIFICATH HOLDER�FrORLTHe $A2QE -IN THE TH@ INgUR.ANCF PROVIDED 13Y TRIS RNDOR- pEMENT Iy PRIMARY GXAI%�CA SHOWN W8 WILTa NOT SRBK CONTR•IBUTIO FROM ANY OT112k INS INSURANCE IS PROVIDED BY A PERSON OR Akr�AIrILA'CYON OPERATION AND JOB LOCATI- GENERAL LIABILITYRCONDITION "S O(SECTION$IV�( METHOD 4 �IgN WE WILL PARAGRAPH 5.0 OF COMMERCIAL IN -,OR OF CERTIFICATE BOLDER. CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE ACCORDANCE WITH M� t: M POLICY PROVISIONS' WILL BE DELIVEFLED IN IC CITY OF SC99RT2 1400 SCHERTZ PARKWAY g(;,FI',twrz Tx 78,54 ACORD 25 (2014101) AUTNOR12t;:D RFPRF,,PNTATIYlw p 1986_Z01q ACORD CORPORATION. All rights reserved, The ACORD name and logo are registered marks of ACORD p vi ci e :I, c.. f. Feb 18 2815 13:11:23 Dimensional Tech -> DESCRIPTION OF OPERATIONS SECTION CONTINUED C'IT"Y OV scEERTZ 1400 SCHNt�T PFaF YCW7.Y CCH29T2 TX 78154 MVgRGREGN SOLUTIONS, LL'C 28,78 k9mxNGTON O'RESN CIRCLR #10, TALLA>:1ASOER FL 32308 AI NN Up: -a FOLLOWING INDIVIDUAL Iq F3�O&UD�D UNDER T[3$ WORKB�S COMPUXa ATI0N POLICY: LINDA RECTO DOC (1012003) Page 805 DATE 2/I0/2(,)JL5 Page 001 b 10 Z015 13 :07 :43 HjMensianal Tech -> FACSI MILE To: NANCY TUMLINSON Fax: 2106191149 From: Matt Hullinger Fax: 8004559611 E -mail: business. customerservice @farmersinsurance.com MESSAGE: Subject: 002559336 EVERGREEN SOLUTIONS LLC Thank you for your recent request, we appreciate the opportunity to help. Attached is the current Certificate of Insurance you requested. If we may be of any further assistance, feel free to contact us at: T: 866 - 972 -7378 F: 800 -455 -9611 E: business. customerservice @farmersinsurance.com Thank you, We appreciate your business. Grand Rapids Business Insurance enter - GRBIC Exceptional Service. Dependable Support. Quality Response. The Grand Rapids Business Insurance Center is on the Line for Youl PLEASE NOTE —1-1 This E- Mail /telefax message and any documents accompanying this transmission may contain ddr essee(s) named above. if are information and is intended solely forth not the intended addressee /recipient, you are hereby notified that any use of, disclosure, copying, distribution, or reliance on the contents of this E- Mail/telefax information is strictly prohibited and may result in legal action against you. Please reply to the sender advisiag °accompanvina docluments and immediately delete /destroy the message an v Date and f time including this coo /�205hQ 0510 PM EST Number Pages Page 001 ■web 10 2015 07:39:58 XDimensional Tech -> FACSIMILE To: NANCY TUMLINSON Fax: 2106191149 From: APRIL KIMBLE Fax: 8004559611 E -mail: business. customerservice @farmersinsurance.com MESSAGE: Subject: 002559336 EVERGREEN SOLUTIONS, LLC unit to help. Thank you for your recent request, we appreciate the opportunity Attached is the current Certificate of Insurance you requested. If we may be of any further assistance, feel free to contact us at: T: 866- 972 -7378 F: 800- 455 -9611 ice@ farmersinsurance_com E: business.customersery Thank you, We appreciate your business. Grand Rapids Business Insurance Center - GRBIC Exceptional Service. Dependable Support. Quality Response. The Grand Rapids Business Insurance Center is on the Line for You! * * * ** PLEASE NOTE * * *" This E- Mail /telefax message and any documents accompanying this transmission may cent ddresse (s) named above. if you are privileged and/or information and is Intended solely for the a not the intended addressee /recipient, you are the by ontents of this Ey use of, disclosure, copying, distribution, or reliance on Mail / telefax information is strictly prohibited and may result in legal action st you. Please reply to the sender advising of the error in to nsmissio and again Y immediately delete /destroy the message and any a Date and time of transmissi this cover sh10:38:08 AM EST Number of pages including b 16 ZH15 87:39:58 Mmensional Tech -> FACSIMILE To: NANCY TUMLINSON Fax: 2106191149 From: APRIL KIMBLE Fax: 8004559611 E -mail: business. customerservice @farmersinsurance.com MESSAGE: Subject: 002559336 EVERGREEN SOLUTIONS, LLC Page 001 Thank you for your recent request, we appreciate the opportunity to help. Attached is the current Certificate of Insurance you requested. If we may be of any further assistance, feel free to contact us at: T: 866 - 972 -7378 F. 800 - 455 -9611 E: business. customerservice @farmersinsurance_com Thank you, We appreciate your business. Grand Rapids Business Insurance Center - GRBIC Exceptional Service. Dependable Support. Quality Response. The Grand Rapids Business Insurance Center is on the Line for You! ""`*** PLEASE NOTE This E- Mail /telefax message and any documents accompanying this transmission may contain privileged and /or confidential information and is intended solely for the addressee(s) named above. If you are not the intended addressee /recipient, you are hereby notified that any use of, disclosure, copying, distribution, or reliance on the contents of this E- Mail /telefax information is strictly prohibited and may result in legal action against you. Please reply to the sender advising of the error in transmission and immediatelv delete /destrov the message and anv accompanvinci documents. Date and time of transmission: 2/10/2015 10:38:08 AM EST Number of pages including this cover sheet: 44 Feb 19 2015 13:00:05 Dimensional Tech —> Page 002 g. All interest on the full amount of any (a) Obtain records and other judgment that accrues after entry of the information related to the judgment and before we have paid, offered to pay, or deposited in court the "suit "; and part of the judgment that is within the (b) Conduct and control the applicable limit of insurance. defense of the indemnitee in These payments will not reduce the limits of such "suit ". insurance. So long as the above conditions are met, 2. If we defend an insured against a "suit" and attorneys' fees incurred by us in the defense an indemnitee of the insured is also named of that indemnitee, necessary litigation as a party to the "suit ", we will defend that expenses incurred by us and necessary litigation expenses incurred by the indemnitee if all of the following conditions indemnitee at our request will be paid as are met: Supplementary Payments. Notwithstanding a, The "suit" against the indemnitee seeks the provisions of Paragraph 2.b.(2) of damages for which the insured has SECTION I - COVERAGE A - BODILY IN- assumed the liability of the indemnitee JURY AND PROPERTY DAMAGE LIABI- in a contract or agreement that is an ITY, such payments will not be deemed to "insurod contract "; be damages for "bodily injury' and b. This insurance applies to such liability "property damage" and will not reduce the assumed by the insured; limits of insurance, c. The obligation to defend, or the cost of the defense of, that indemnitee, has Our obligation to defend an insnred's also been assumed by the insured in the indemnitee and to pay for attorneys fees same "insured contract "; and necessary litigation expenses as Supplementary Payments ends when: d. The allegations in the "suit" and the information we know about the a. We have used up the applicable limit of "occurrence" are such that no conflict insurance in the payment of judgments appears to exist between the interests or settlements; or of the insured and the interests of the b. The conditions set forth above, or the indemnitee; terms of the agreement described in e, The indernnitee and the insured ask us Paragraph f. above, are no longer met. to conduct and control the defense of SECTION II - WHO IS AN INSURED that indemnitee against such "suit" and agree that we can assign the same 1 • If you are designated in the Declarations as: counsel to defend the insured and the a, An individual, you and your spouse are indemnitee; and insureds, but only with respect to the f. The indemnitee: conduct of a business of which you are the sole owner. (1) Agrees in writing to° b. A partnership or joint venture, you are (a) Cooperate with us in the an insured. Your members, your investigation, settlement or partners, and their spouses are also defense of the "suit "; insureds, but only with respect to the (b) Immediately send us copies of conduct of your business. any demands, notices, c. A limited liability company, you are an summonses or legal papers insured. Your members are also received in connection with the insureds, but only with respect to the "suit "; conduct of your business_ Your (c) Notify any other insurer whose managers are insureds, but only with coverage is available to the respect to their duties as your indemnitee.; and managers. (d) Cooperate with us with respect d. An organization other than a to coordinating other applicable partnership, joint venture or limited insurance available to the liability company, you are an insured, indemnitee; and Your "executive officers" and directors (2) Provides us with written are insureds, but only with respect to authorization to: their duties as your officers or directors. Your stockholders are also ho,lotio:c (,(vyriollwo mattriol of Iwguroric:* s�rvire;;t o(fiuq. Inc., wit[) it:c pmrrnicnron 9S2001 Ed. 4 -99 <.c,ryrlyhr, iMUranee &:rvkces Office, Inc,., 1167 Page 8 of 17 Feb 18 Z015 13:88:54 XDimensional Tech —> insureds, but only with respect to their liability as stockholders, Your subsidiaries, and subsidiaries of subsidiaries, are insureds if= (1) They are legally incorporated entities; and (2) You own more than 50% of the voting stork in them as of the affective date of this policy. If such subsidiaries are not shown in the Declarations, you must report them to us within 180 days of the inception of this policy. 2. Each of the following is also an insured: a. Your "employees ", other than either your "executive officers" (if you are an organization other than a partnership, joint venture or limited liability company) or your managers (if you are a limited liability company), but only for acts within the scope of their employment by you or while performing duties related to the conduct of your business. However, none of these "employees" is an insured fo r: (1) "Bodily injury" or "personal and advertising injury ": (a) To you, to your partners or members (if you are a partnership or joint venture), to your members (if you aro a limited liability company), or to a co "employee" while that co "employee" Is either in the course of his or her employment or performing duties related to the conduct of your business: (b) To the spouse, child, parent, brother or sister of that co- "employee" as a consequence of Paragraph (1)(a) above; (c) For which there is any obligation to share damages with or repay someone else who must pay damages because of the injury described in Paragraphs (1)(a) or (b) above; or (d) Arising out of his or her providing or failing to provide professional health care services. (2) "Property damage" to property: Page 883 (a) Owned, occupied or used by, (b) Rented to, in the care, custody or control of, or over which physical control is being exercised for any purpose by you, any of your "employees ", any partner or member (if you are a partnership or joint venture), or any member (if you are a limited liability company), b, Any person (other than your "employed "), or any organization while acting as your real estate manager. c. 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 or use of that property; and (2) Until your legal representative has been appointed, d. 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 Coverage Part. e. Any person or organization with whom you agree, because of a written contract, to provide insurance such as is afforded under this policy, but only with respect to liability arising out of your operations, ",your work" or facilities owned or used by you. This provision does not apply: (1) To any vendor, concessionaire, lessor of leased equipment, grantor of a franchise, engineer, architect or, surveyor; or (2) Unless the contract has been signed prior to the date of "bodily injury ", "property damage ", or "personal or advertising injury ". f. Any person or organization to whom you are obligated by virtue of a written "insured contract" to provide insurance such as is afforded by this policy, but only with respect to liability arising out of the ownership, maintenance, or use of that part of any premises leased to you. This does not apply to: (1) Any "occurrence" that takes place after you cease to be, a tenant on those premises. (2) Structural alterations, new construction or demolition operations performed by or on behalf) of such insured, 6tcludee ull',yrigprted rnaterlal of Insthlalwe se•,rvlcek 011ke•, Inc., whist Its 952001 Ed, 4 -99 Ct% pYrjgVlt, Page 9 of 17 Feb 18 2815 07:48:12 Himensional Tech -> Page 002 COMMON POLICY CONDITIONS All Coverage Parts included in this policy are subject to the following conditions. A. Cancellation 1. The first Named Insured shown in the Dec- larations may cancel this policy by mailing or delivering to us advance written notice of cancellation. 2. We may cancel this policy by mailing or delivering to the first Named Insured writ- ten notice of cancellation at least: a. 10 days before the effective date of cancellation if we cancel for nonpay ment of premium; or b, 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 Insured's last mailing address known to us. 4. Notice of cancellation will state the effec., tive date of cancellation, The policy period will end on that date. 5. If this policy is cancelled, we will send the first Named Insured any premium refund duo If we cancel, the refund will be pro rata. If the first Named Insured cancels, the refund may be less than pro rata, The cancellation will be effective even if we have not made or offered a refund. 6. If notice is mailed, proof of mailing will be sufficient proof of notice. B. Changes This policy contains all the agreements between you and us concerning the 'insurance afforded. The first Named Insured shown in the Declara- tions is authorized to make changes in the terms of this policy with our consent. This policy's terms can be amended or waived only by en­ dorsement issued by us and made a part of this policy. C. Examination Of Your Books And Records We may examine and audit your books and records as they relate to this policy at any time during the policy period and up to three years afterward. D. Inspections And Surveys 1. We have the right to: a. Make inspections and surveys at any time; b. Give you reports on the conditions we find; and c, Recommend changes. Z We are not obligated to make any inspections, surveys, reports or recommendations and any such actions we do undertake relate only to insurability and the premiums to be charged. We do not make safety inspections. We do not undertake to perform the duty of any person or organization to provide for the health or safety of workers or the public. And we do not warrant that conditions: a. Are safe or healthful; or b. Comply with laws, regulations, codes or standards. 3. Paragraphs 1 . and 2, of this condition apply not only to us, but also to any rating, advi- sory, rate service or similar organization which makes insurance inspections, surveys, reports or recommendations. 4. Paragraph 2. of this condition does not apply to any inspections, surveys, reports or rec- ommendations we may make relative to certification, under state or municipal stat- utes, ordinances or regulations, of boilers, pressure vessels or elevators, E. Premiums The first Named Insured shown in the Declara- tions: 1. Is responsible for the payment of all pre- miums; and 2, Will be the payee for any return premiums we pay. Page 1 of 2 IL 00 17 11 98 CcpyriOrt, nrarsra Services OPoce. Ina, 1998 Feb 10 2015 07:40:49 %Dimensional Tech -> F. Transfer Of Your Rights And Duties Under This Policy Your rights and duties under this policy may not be transferred without our written con- sent except in the case of death of an IMF— vidual named insured. Page 003 If you die, your rights and duties will be trans- ferred to your legal representative but only while acting within the scope of duties as your legal representative. Until your legal representative is appointed, anyone having proper temporary custody of your property will have your rights and duties but only with respect to that prop- erty. Page 2 of 2 IL 00 17 1 1 98 ccw iglt. 11wa-arK* savloas oars. Ina, 1998 Feb 10 2015 07:40:50 XDimensiOndl Tech -> Pd90 004 I D I PAS 02559336 1 1 15579204 1 1 F002644653-001-00001 NONE BRANCH r ,�R GRAND RAPIDS 4"DORSM1NIMT ZVP 01/23/2015 ff]"FOREMOST" INSORANC5, GROUP PRECISION PORTFOLIO POLICY POLICY CHANGES THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY, rusr g -j'i _.� i4so '-`URGR'221J SOLU-71ONS, LLC MUM, G-JNTF-Til -vz0Gll'\ TNIC), TNC 28'19 MlliklIGTON GPIR'�MN* CIRCIZ' Pt 101 PO BOX 12099 'I'ALLAHMSEE FL 32308 TALLAHASSEE FL 32317 -2099 COVERAGE PARTS AFFECTED COMMERCIAL G2`%?2"RAL LIABILITY (Y.MiRACE' PART I CHANGES CHM'GED Onus, Lessors Or Contractors Sch Person Or Org NAME 10 S11'. JOHNS COUNTY PURCHA,3ING DEPARTMENT CHAl%'GZ:":D Owners, Legson Or Contracton Sch, Person O'l" Org ADDRESS TO 2446 DOBBS ROAD CUNG!"D Oz CoTitza("Urs; (711 P"'7.-uorl Oa 0tq SAINT AUGUSTINE HANGED Owners, UnHoni Or Contractors Sch Pnrson Or Org ZIP CODE 'TO 32086-0000 L(S"'qox)v�' 01-- Contra:-'tor.' Sch Pe'swxi 0,.- or NAME '1-0 CITY OP Cljk�CED OWflP,0, L( sor5 Or Cc.5r4t.mc.toiaq Sch Puson Oz ()-.g ADDRESS TO 1000, C,7'7,y CENTER CIRCLE I, C11MGED Ownfns, Lc ssois Or ContLactors Sch P(,.):son Or Org C-L'I'y '_7'0 PORT" ORANMIRI CIW\*C,ED 0wrx.,n), U,�,sson Q-. Cont aa,,,)n c'd. P-uoon Or Oxq S "ATU TO U NEX'I" PAGE FOR ADDI".11ONAL POLICY CHANGE'S) COLln'torsigned by 11 12 (1'1 06 (1'1 Q+�py�lq 11 t' I ll"Ajlovlola ""olvic9s; 01TI(xi. lix".. Gopyfip 1c' ISO C Jllll)qtkfr;iill Rie'k Fiopvlc06' Inc.. 1963. INSURE"Vs COPY 02/05/2015 PAGE 1 OF 2 Feb 10 2015 07:41:35 XDimensional Tech -> Page 005 I D I PAS 02559336 1 1 15579204 F002644653-001-00001 I NONE I BRANCH c3R ORAND R:9 IDS ENI)ORSZMENT EFF 01,/23/20.15 I E]'FOREMOST" INSWIANCE. GRO11P PRECISION PORTFOLIO POLICY POLICY CHANGES - CONTINUED THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. — --- — --------- --- CHANGES Nn(L."S, LEsSols O� Colltrdctol'�3 - Sch person or O'_yq zrl' CODE I L L .M29-0000 ADDIEED ADUITIOIJ11 _::;'•'TEREM' - OWY_`TS, L-EISSEaS OR 'CONTRAC.TORS PRIMARY IMURANCL ClUlIM'D Owfie_rs, LE�SZO_rs; Of Contractors, Sch Person Or 0-yo _KAK 1'0 CIT'Y 01." RK.KVILU clm�_'M Olvilf?lfs, 0r Coritt'act.cm. Sch Pio_son Or Orr. ADDREES8 '20 111 MARYLILT) AViYuLt cwG 1 0 owrle'ro' L ^s rn Or coritrackoru Rh ProoD Or Ozq C*ITY 70 R-OCK-111LU, C I I aW, G IT D Owmc,,u, sch " pc�ysoo ox: ca�' Sl"Z'A?-" '�'o K, H aM -RD Owners, besgors Or 'Contrac[ors ScK Perron Or Org ZIP CODE cillu-1,21D UDZZIONA 1'.YSIRwTS - OWXL�RS, LLSS04RS, 'OR., - SCPj RL,',RSON OR ORG 70 31 D,'-: 1, D Ouners, Lessors Or Cmt,,-a,ctors - Sch Pumn Or Ora C-.Ty OF SCIIJaRTZ 1400, SCII`ERTZ PARKWAY SCITIERTZ TX 78154 A.DD"-;"D ADD"T"rOTy),l 1\"SUR27D PRIMARl CITY OF SCIERTZ 1400 SOJER'llZ PARMAY SCHTTZ Tx 78154 l'U"KIUM ?L?ECT OF `;1,1'15 '00 11=10MOTAINX copyright. Illn"I'milo6 OfIW" 1110., '1983. c("pYrIght. 150 commor('11,11 r0*8f4rv[cxK'. lnr_ lfjp';. INSURED18 COPY 02/05/2015 PAC3, 2 OF 2 Feb 10 2015 07:41:50 Dimensional Tech -> Page 006 2"FOREMOST INSURANCE GAOUP GRAND RAPIDS PO Box 2248 Grand Rapidq, MI 49501 -2248 0466A EVERGREEN SOLUTIONS, LLCa 2878 REMINGTON GREEN CIRCLE .fie101 TAI- LAHASSEE FL 32308 TO OUR CUSTOMER.: Attached is your Precision Portfolio Policy. Your agent's and, if applicable, mortgagee's copies have been mailed directly to your agent. Thank you for giving us the opportunity to insure your business. n K)S,150 0 Ed. 06-04 Feb 10 2015 07:42:07 MMCnSiOndl Tech -> Page 007 PAS 02559336 15579204 FO02644653-001-00001 NONE BRANCH GR GRAND RAPIDS ENDORSEMENT EPP 01/23/2015 0"FOREMOST" INSURANCE GROUP PRECISION PORTFOLIO POLICY POLICY CHANGES THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ...... .............. ..... .......... ..... 6 A'k . ... .. .... . FROM TO 17 15 01/23/2013 COR'll-WA T RGRE."EN So Lu"TONS, Llic I 208 REM11"NGIMN CiNCU R0133Rs' UIT�CRI TIU0111N., INS 1110 PO BOX 12099 1ALL�11ASSR-l-,' L 32308 F IU�;,27" - T ALIJIASS FL 32317 2099 COVERAGE PARTS AFFECTED COMMIERC.IAL PROP -RRTY COV'-Rk'ArlLi` PART) COMM-FRCIAL (,2,-.N-VRAL Ll'ASILITY 'ART CHANGES AVD!sD WKIVER OF 5U5ROQA'.!"lO-\" - 1'RJE'141"JM5 ONLY COST OP A7 DE710 WA VG OF SUBROC '1GV 7 C::'? OF SCHER7.Z PREMIUM MEFFEC'17' 01 TILIS TRANSAC'.."ION: $ 15.06 COLIIAOI-Signed by AL.ILho(i7&d Reprosoi)LALivo Copy, Ight, In(,._ 1 jl:)H:'j' uopYtigM, ll1o,'1961 IL.12 01 06 01 13N SJ R'-E D ! S COPY "Ac Feb 10 2015 07:42:55 Dimensional Tech -> _D IPA$ 02559336 1 L 15579204 BRANCH CSR GRAND RAPIDS Page 008 02644653- 001 - 00001 1 NONZ -- ENDORSEMENT FFF 01/23/2015 'FOREMOST" INSURANCE GROUT' PRECISION PORTFOLIO POLICY COMMERCIAL GENERAL LIABILITY DECLARATIONS PRECISION AMERICA OFFICE PROGRAM Tlii% covoreago part consists of this declarations fora), the cornmon policy conditions, and kY1c3 c overiii9 forrns ar')d endomornerlts irtcjic otcnj as applicablo tart the farrrrs li=st, COMMERCIAL GENERAL LIABILITY 02/09/20liz, PAGE 1 OF 2 _2JS JIZLU' :s CUf >Y 3.1.'1 Feb 10 2015 0 7:43:21 Dimensional Tech -> Pd90 009 I D I PAS 02559336 1 1 15979204 1 1 F002644653-00-1-00001, I NONE; rBRANC:H GR GRAND RAPIDS ENDORSEMENT EFF 01/23/2015 FOREMOST" INSU14ANCLY GROUP PRECISION PORTFOLIO POLICY COMMERCIAL GENERAL LIABILITY DECLARATIONS (CONTINUED) PRECISION AMERICA OFFICE PROGRAM l,E80LU.- .E A8B0 ZS7 8 EXCLU8701i DISTkIIU' ON OF KNITERIAL IN VIOLAT701i OF STATUTES 7XCL-JSI0N ExeWs'lox 0� ,�7 *L'.`X7T'TX DATA COMP PROF CXC J F.*.7LNA.NC*l'lU SHVII'CE'S 2XCLUS ION i' SPIK"FON, APPRAISALS MD SURVD COMPM'71-S CKLUSION 01Z _ZrTops ILM Om`SSIONS ?11LILUS)ION AC(108 ROYXIEFS �IIRRORI` AND Ommiss"011), PROFT.'SS70 NAI, lirAKUT 7XOL7 SION - 'l,`EB COMMU CA,TIOR SATELUME, LIABIL.I[TY UCYUSM0N *PERSO-N)l & JUVESIUING INJURY EXCLUS-*:'O1,` COMMERCIAL GENERAL LIABILITY Ed, 3.-M) �71.SJHDIS COPY PAIMF 2 OF 2 N.1, .w, Feb 10 2015 07:43:55 XDimensional Tech -> PR15'dU'CEr BE 1. ...... >= R NUM 10 PAS 02559336 15579204 .............. . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .... . . . . . . ... .. .. ..... ... . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . ... . . . . . . . . . . . ..... ... ................. .... . . . . . . . . . . . . . . . . . . . . . ... . . . . . . . . . ..... . . . ........ . . . . ........ . . BRANCH GR GRAND RAPIDS . ............. ........... ...... .... ... ... .......... ... ................. .- ................................................................................... ............. Page 010 F002644653 -001- 00001, I NOKZ .... ........ .................... ..................... ........... ,. ........ ........ ... ENDORSEMENT EFF 01/23/2015 .... .......... ............ .... ........ ....... .- .... ...... .......... ....... .. ................... ............................... PRECISION PORTFOLIO POLICY COMMERCIAL GENERAL LIABILITY SCHEDULE PRECISION AMERICA COMMERCIAL GENERAL LIABILITY 4,48URED 18 COPY 02 /09 /201`i ............................ ........................... .. .. ... ....... P1GEE i OF 1 Feb 10 2015 07:44:13 XDimensinnal Tech -> Page 011 t� i'A5 Q255933fi _ 155792Q4 FQQ2G44H53- QDI,000Q1 _NONE I BRANCH CiR.� GRAND RAPIA.�sWWW »w,�... ,µ,�.••� ��•••W �,...�. »,.,......�. •�•�..u,W..,•..y..W..y.•m ENDORSEMENT Fb'E 01 /23 /2015 FOREMOST' INSURANCEGROUR PRECISION PORTFOLIO POLICY SUPPLEMENTAL DECLARATIONS PRECISION AMERICA OFFICE PROGRAM GOVLtiNICw I ART. S:;; A. NDT OR�fl.>.::.:;:': .:..,..,...:.:..:..;......•::.:•:;...:..,:...:..:::.>::.:....; r::::::::::; a; r: :::::::::::::::;;.,::x5:::.F(?! (Mi:ARi�NDORS.EMEN`U -NAME: AND ::::::::::::::::::::::::: .:.:.....:::..:::.....;...;.:..,......... OR,'•ENLxOR�EMENT• NUM$ R?`:%;'•; r>'';;:?;:`."'::; .:..:...:,:.....::.;..,,.:.;:.: ;. :.::..:..:...,..:., ;.,....::... ;...,.:.,......::.: ,..... ........................ , is : ?;`r::;E:GiZM::CRNDR,'EMENTSa� U.P..PL'EMEN. TAI:: INF.: 1dRMi�TIC )N::.::i?r:(irrrrcrrrrrrr:;. WAlUER OF TRL4$F R OF RIGHTS OF RsCOURY AGAINST O'THRRS TO J5 liLAS'LI'1'Y NAME OF PERSON OR ORGANIZA'T'ION. COUNTY OF CHARLESTON CG2404 1013 1)E,5CRIP'7lQN` OF C..ONTRAC" OR PROJ72'C': PROCEDORES CONSUL'AxTVG COST OF CON'TRAC:' OR RROJuCi'; $200,000 k"ATVvR OF TRINSFIT OF RIGHT'S OF R COVzRY AGArNST KRERS '.i0 US L'IABJ "** I T Y . . ........................ MME 01'' PLrRS N OF ORGA IZA'.T'10)�: '4NW\S TV'll 02404 109.3 URSCRIP`_'IONI OE,' CO'J'r'RAC' OR PROJ`wCC: CLASSIFICATION AND COMHNSATZON STUDY COS`E' OF MIN'i`RAC'I' OR PROJK'.i.': ........... ........ ............. ... .......... $35,000 I................. ......................................................... .. ..... ......................................................... .. ... .......................... ... . .... .. ....... . .............. . ... . ......... ............ ....... ......... ............. ................................. .. N1AIVwR OF TRFuJS I OF RIGHTS OF RECOVERY' 1.7 B771a'Y TUAS TECH J:N VERSITY CG2404 1003 DESCRIPTION OF CUNITACT OR PROJECT: (�c1M�PRt1f� :�s1V�. Cc�nsfal,'�r�n'1' sK,:CS, COST Of., CONI IRAC"' OR PROJ -C'. ................................................................................................................................................................................................................................................................................................................................................................................. s65, 000 ............................... WAZIJN OF '1RAMIT"R (,)I+ R101P'8 ()F AGAINST 0 'PHLRS TO US NAME OF PERSON OR ORGMIZATION; L1Pl37w1TY C;l'TY OF S` CLOUD C(,y24C4 109:3 DESCRIPTION OF CON'ITAC "' OR PROJECT: SALARY MD RE,VIEK COST OF CON ",RAC'=' OR P1tUJEC "i: 518,000 h'AIVE"R OF' TR?VISFER OF RIGHTS OF R3COV3RY AGAINST O' HERS TO US .... ......................... .... ............... ............_.....................................-.................... .......... .-.. ... . ............... ..... . ........ . ................ ... ..... ... ._.. ......................... . ............. _ ............. ..... ............ .. ...... . ... ..... . ........ ............... .... ....................... .................. ......... ..... ...... ....... .... ... ....... ...... LIABILITY LITY NAME? OF Pf,'FSON OR OR.GANIZA713: EIF;R A\�DO CO BOARD OF COUNTY COMMmSSjO \.E S CG2404 I J9;3 UE?S0R1P'i10:\1 OF CONTRACT,' OR PROJ_CT: SALARY 'D g`wNIC'I *S RE VIEN COST OF CON''RAM OR PROJI C': :?65,OCG COMMERCIAL GENERAL LIABILITY Os 008 ra. 3-00 1NSURGU' S COPY 02/09 /201;1 Feb 10 2015 07:45:04 Bimensinnal Tech -> Page 012 [) i�AS 02559336 _ 155792D4 POD2644653- DD1,00001 _ NONS; [�RANCH OR� C3itANA Rb�PSA,cy W .......... .......��....,,...�.�.... ......,.w..:,.w..,. . �.. �. �..,..,,... �«�,......"«...,.,..,,:...,..., ENDORSEMENT Rk'F 01/2$/ 2015 FOI tEMOST` INSURANCE GROUP' PRECISION PORTFOLIO POLICY SUPPLEMENTAL DECLARATIONS PRECISION AMERICA OFFICE PROGRAM (CONTINUED) COVLCAC E= ::P,.lRT .N: j.A.N D :FO.RFbA. >:::::::::::: : : ::::::. •;::.r•:::e °::::::a ?> r•.`:::; .:FOR1111;0R:.ENDORS.EMN "f!' NAME; AND:::( G :::::::::::::':(';:: :::::;::::::::::::::::::::::::: SEMiriVC•NUMB B?: Y`,)) i'.:'; r:;; 7 .i ":'r;:.'. >;:'rf:E:f3Ri1gr17R: ND ORS M9NT; U:P..PL ME1r1.TR11.` <INF.•1DRMi T{ ON:' :::if;:'i::::::::'r:::::::'r:r: hA "VHF 01' TRlLU$1'-PR OF R191-11"S OF RLRCOVlRY AGAINST O'IHFRS 10 JS NAME OF PERSON OR ORGAIUZA'IGN: CG2404 1013 THE MAYOR A.VD COUNI`IL OF ROCUILLE DESCRI:ka`i'ION OF CON 'RAC'. %' OR PROJECT: C()N5u L'T I �G AMVI11 COST OF CON'I'RACT OR RROJ CT : Y�1'IVRR OF TRILITSF'ER OIL RIGHT'S OF RECOVERY rG11'NS VDi:RS w...... LIAiILIlY .T ............. . ... .. . .... ....... ......................... N.AMG OJ? laEsRtiON OF ORGiKIZA'.':C%) cl,lry OF' PRISM CG2404 1093 pR'SCRIP'TION OF COXTACT OR PR(,7;1 T: PERSONNEL CLA837F7 A AND COMHENSATIO COST OF CON'iRACS' OR PROJIEC71,': ................. ......... ............. ... ..... $45,000 .. .............. .............. .......................... . ... ............. ........ ...... .. ............ I. . ... ............ ........ ............ _.. .................... ................ ............... .......... ..................... ............... ................................ ......................... ...... WAIVER OF TRANSFsR OF RIGHTS OF REMVwTY O HRH' '20 IS LIFB77 ;['1'Y "'TY OF SCIIEk!'L CG2404 1093 UESCRIPr''1GN OF COd11RA' "' OR PROJ3C'1: CONSULTING R40J`w'W CM, rei rnw >, vr,, .......................................................................................................................................................................................................................................................................................................................................................................................................... 562,000 ............................... ,,,,,,,,,, ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, .......... . . ................. ............ . . . . . . . . . . . . . . .... . . . . . . . . . . . . . . . . . ............ .................. . . . ....... ............... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ...... . .. . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ... .......... . . . . . . . . . . . ... . . . . . . . . . . . .. . . . . . . . . . . . . . . . .............. . ...... COMMERCIAL GENERAL LIABILITY 93".."00a rd. a -cx' rZURGD' S COPY 02/09/20lia Feb 10 2015 07:45:30 Dimensional Tech -> Page 013 COMMERCIAL, GENERAL LIABILITY THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. WAIVER OF TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO US This endorsement modifies it-ISLAranco. provided undor the 'following: COMMERCIAL, CAL, CyENI RAL LIA6lL rrY COVERAGI�-' PARRY, SCHEDULE Name of Parson or Organization; (If no entry appears above, information rQquirod to complete this endorsement will be shown in the DeclAr ations os noplicrable- to this endorsemonl;.) The TRANSFER OF RIGHT'S OF RECOVERY AGA.IN5T OTHERS TO US Condition (Section IV — CUMMERCIAL GENERAL, LIABILITY CONDITIONS) is amended by the addition of tho following: We waive- any right ca'f ror✓overy we may hravc against the porsr.>n or orrJ, rani;zation Chown in the- Schedule above b0r'ar. so of payrnont� wo mako for injury Or damagca out of your ongoing operations or "your work" done under ea oon'trzx -t with that person or c,argsanizAtion acid inc:ItadCarf in the "productsµcomplotod operations hazard "_ This waiver applics only to the person or organization shown in tho Schedule above. CG 24 04 10 9.3 (: opyflaht, ImaAmmci f,c ivioes Offico, Inc.. 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L71 I:rl ..... .... — - ------------------------------------------- - ------ - - ----------------------------- Ell rn l - r) U Cd Cri IX, rx" C�S Pd9C 029 �, I p A I f p I I 1 1-11 1- 1 f� C ..... .... — - ------------------------------------------- - ------ - - ----------------------------- �, I Feb 10 2015 07:53:05 MMEnSiODdl Tech -> 0"FOREMOST' INSURANCE GAOUP ORAND RAMDS f. ,O, 13e: GRAND RAPIDSM). 49501-2487 0651 EVERGREEN SOLUTIONS LLC 2878 REMINGTON GREEN CIRCLE TALLAHASSEE FL 32308 TO OUR CUSTOMER: Attached is your policy. The agent's copy has been mailed directly, to your agent. U-W(7-369 -A (PA. 10-')4) Pd90 037 Feb 10 2015 07:53:13 Dimensional Tech -> Workers Compensation and Employers 'Liability Insurance Policy f'OR,l< M(.)'-#'Z'IN'S'URAN("'E COMPANY CRAND RAPIDS, M.] Policy Clhallgyes Page 638 2 FOREMOST" 'INSURANCr, GROUP Biunch Prodijoer (.*.'od.e, Policy Nurnber (.3RAND R.Al"IRI.-', W(.' 02675207 07 15579204 ............... ....... . ..... . ........ ..................... . ........ . ........... ............ ........... .... I ... . ...... ..... . ............ ........ . .. .......... .... . ...... -- .. . ........................... . . .. ........... ............ ...... ....... I '1111S 1101 ICT. PLEASE READ IT CAREFULLY. Policy :I tive Policy. 10/24/201.4 T(,): 10/24/': 01 /23/2015 Mun.xi Insured: A ufl)orized Represent,:I.Div(,,,: S(::)I..1.J'11(:)NS LLC ROGERS, CUNTER.. VAUCAl'N INS INC.' I,(.) Ij()X 12099 H:., 3 ",108 32317,`; >099 CHANGES ADDE,,J',)'M.`,'000313 WAIVER OF OUR RIGHTTO RJ,,(.0VT,`,R FROM. ()7Hf,'-,RS ENDORSEMENT PREMIUM EATEX.l.' OF 1411S IRANSA.C.71`10N.- $ ountersi,,.mi.ed by Authorized Representative D: i Le ISS1,10 DO(C: ()1/)(;/";015 IMSUR.E E) COPY W(' 91.) no ()7 10-1)9) FACM I (:A' 1 Feb 10 2015 07:53:35 Dimensional Tech -> IMPORTANT N'orFICE :P.I...EAS:E READ! Page 039 .Any changes to your business that could affect your insurance policy or coverage should be reported to us immediately. State Workers' Compensation bureaus, and your policy contract with Foremost Insurance Group, require that current and accurate. information be used as the basis for determining; insurance coverage and pricing. Examples of changes that should be immediately reported include, but may not be limited to: a Mailing address change; Location change; a Additional locations added; a Additional states added; a Changes in operations requiring removal or addition of classifications to the policy; a Change in corporate entity type or status; a FEIN number has changed, and; Change in ownership. Please contact your agent immediately if any of these changes should occur. NU'.l "E: Failure to report changes in a timely manner could result in insufficient coverage as well as fines imposed by Workers' Compensation state bureaus. 25 -3063 05 13 Feb 10 2015 07:53:52 Dimensional Tech -> Workers Compensation and employers Lj.abj,l.lty- Insurance Policy f'OR.EM(.)S'I'INSURAN(,'.".14,'("OM1 PANY GRAND RAPIDS, M.1 List of.AdditionEd. Dorms Enclosed - Agent's (:)nty - No-a-flolicy Dorms Policy Nwnber fliodUCCi, ('.'od,e (:.!RANT) R A I--, W('..' 02675207 07 15570204 Iss t .c . . D-.1 t C: ...o .. .I .. ./.., .. . ( . ; 17 o . 1 Page 840 :Form Num......b....e... . :farm . . r . D 5 Feb 10 2015 07:54:04 Dimensional Tech —> Workers Compensation and Employers Lia bility Insurance Policy COMPANY GRAND RAPIDS, M.1 Extension of'Information Page for Item ID, Forms and Endorsements Applicable List pf-odtwef Code 15579204 Pd9C 041 I.Torm Number Form or Endorsement WC 95 00 07 10-99 POLICY CUILIN02S PORM 25-3063 05-13 IMPORTIVII!, N0?'4'C.T wC 00 03 12 04-84 WAIVER OF OUR KIGIr." '70 RIE4C.0-VER FROM OTHIRS LITORSEMITr Date: 01/26/2015 WC 99 00 Oa (J.".."d 1.0-99) UwWC,1061 07 11 PAGE' 1 01" 1 Feb 10 2015 07:54:29 H imensional Tech -> Page 042 WORKERS' COMPENSATION AND EMPLOYERS' LIABILITY INSURANCE POLICY WC 00 03 13 WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT This endorsement changes the policy to which it is attached effective on the inception date of the policy unless a different date is indicated below. (The IbIlowing "attaching clause" need be completed only when this endCxsernent is issued subsequent to preparation of the policy.) This endorsement, effective on 01/23/2015 at 12:01 A.M. standard time, forms a part of (DATE) Policy No. WC 02675207 07 ISSUed to EVERGREEN SOLUTIONS LLC Premium (if any) $ of the FOREMOST INSURANCE COMPANY GRAND RAPIDS, MI (NAME- OF INSUI;ANCC COMPANY) Authorized Representative We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us." This agreement shall not operate directly or indirectly to benefit anyone not named in the Schedule, Schedule (:J:'1 "Y OF AUSTIN PIJR.(;E4.A.S1 J(i OF'fIC,.'E S`I'A1'E OF NE13JOSKA. ()Rt >AN1)0- ORAN(Yt: (;()UN "rY [AITESSWAY AUTHORITY Ft.ORIG)A TEXAR.KANA (;(.)LLF(;E S`I'.. OIANS 10VER 011Y' OF S'1' CLOL11'7 '1141; MAYOR AN1) (':Q(ivCti. ()IF' ROCKVI:L1.1,' 01), Of SC1:1C:112 WC 124 (444) PAGE 1 OF 1 WC 00 03 13 Copyright 1083 National Council on Compensation Insurance.