Alameda City Council
May 21, 2024

Rise Housing Solutions 1 S ervice Provider Agreement
Version 05-10-23

SERVICE PROVIDER AGREEMENT

This SERVICE PROVIDER AGREEMENT (“ Agreement”) is entered into this ___ day of __________ 2024 (“Effective Date”), by and between the CITY OF ALAMEDA, a municipal corporation (“the City”), and Rise Housing Solutions, a California corporation, whose address is 1990 N. California Blvd., Suite 20 PMB 1074, Walnut Creek, CA 9 4596 (“ Provider”), in reference to the following facts and circumstances:

RECITALS
A. The City is a municipal corporation duly organized and validly existing under the laws of the State of California with the power to carry on its business as it is now being conducted under the statutes of the State of California and the Charter of the City.

B. The City is in need of the following services: Marketing plan d evelopment and implementation, waitlist creation and management, screening of applicants, qualifying prospective buyers, and performing all other tasks necessary to facilitate the closing of the Affordable Units.

Provider was selected on a sole source basis because of limitat ions on the source of supply, necessary restrictions in specifications, necessary standardization, quality considerations, or other valid reasons for waiving competitive bids.

C. Provider possesses the skill, experience, ability, background, certification and knowledge to provide the services described in this Agreement on the terms and conditions described herein.

D. Whereas, the City Council authorized the City Manager to execut e this agreement on ___________________.

E. The City and Provider desire to enter into an agreement for mar keting plan development and implementation, waitlist creation and management, screening of applicants, qualifying prospective buyers, and performing all other tasks necessary to facilitate the closing of the Affordable Units, upon the terms and conditions herein.

AGREEMENT

NOW, THEREFORE, in consideration of the forgoing, which are inc orporated herein by reference, and for good and valuable consideration, the receipt and adequacy of which are hereby acknowledged, the City and Provider agree as follows:

1. TERM:

The term of this Agreement shall commence on the 22 nd day of May 2024, and shall terminate on the 30th day of June 2026, unless terminated earlier as set forth herein.

2. SERVICES TO BE PERFORMED:

Provider agrees to do all necessary work at its own cost and ex pense, to furnish all labor, tools, equipment, materials, except as otherwise specified, and to do all necessary work included 








 














 














 














 














 














 














 














 














 














 














 














 














 














 














 





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04/11/2024
Bliss Sequoia Insurance
P.O. Box 826
Salem OR 97308
Rise Housing Solutions, Inc.
1990 N California Blvd
Suite 20 PMB 1074
Walnut Creek CA 94596
Hiscox Insurance Company Inc
Progressive Insurance
Twin City Fire 29459
23-24
A MEO5314986.23 05/14/2023 05/14/2024
1,000,000
50,000
5,000
1,000,000
3,000,000
3,000,000
B 01093863-0 05/14/2024 11/14/2024
1,000,000
A TXS 001899-00 05/14/2023 05/14/2024
1,000,000
1,000,000
C 52WECAL3CHM 04/14/2024 04/14/2025
1,000,000
1,000,000
1,000,000
A
Professional Liability
MEO5314986.23 05/14/2023 05/14/2024 Occ: $1,000,000 Agg:$3,000,000 Coverage for the operations of the Named Insured as provided by the above policy(ies). *City of Alameda ATTN: Community Development Director
950 W. Mall Square
Suite 205
Walnut Creek CA 94501

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE

THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.

INSURER(S) AFFORDING COVERAGE
INSURER F :

INSURER E :

INSURER D :

INSURER C :

INSURER B :

INSURER A :

NAIC #
NAME:

CONTACT
(A/C, No):

FAX
E-MAIL
ADDRESS:

PRODUCER
(A/C, No, Ext):

PHONE

INSURED
REVISION NUMBER:CERTIFICATE NUMBER:COVERAGES
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.

If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).

THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS

CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.

OTHER:
(Per accident)
(Ea accident)
$
$
N / A
SUBR
WVD
ADDL
INSD

THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS

CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. $
$
$
$PROPERTY DAMAGE

BODILY INJURY
(Per accident)
BODILY INJURY (Per person)

COMBINED SINGLE LIMIT

AUTOS ONLY

AUTOSAUTOS ONLY

NON-OWNED

SCHEDULEDOWNED

ANY AUTO

AUTOMOBILE LIABILITY
Y / N

WORKERS COMPENSATION

AND EMPLOYERS' LIABILITY
OFFICER/MEMBER EXCLUDED?
(Mandatory in NH)
DESCRIPTION OF OPERATIONS below
If yes, describe under

ANY PROPRIETOR/PARTNER/EXECUTIVE
$
$
$
E.L. DISEASE - POLICY LIMIT
E.L. DISEASE - EA EMPLOYEE
E.L. EACH ACCIDENT
ER
OTH-

STATUTE
PER

LIMITS(MM/DD/YYYY)

POLICY EXP
(MM/DD/YYYY)

POLICY EFF

POLICY NUMBERTYPE OF INSURANCELTR
INSR
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)

EXCESS LIAB
UMBRELLA LIAB $EACH OCCURRENCE
$AGGREGATE
$
OCCUR

CLAIMS-MADE
DED RETENTION $
$PRODUCTS - COMP/OP AGG
$GENERAL AGGREGATE
$PERSONAL & ADV INJURY
$MED EXP (Any one person)
$EACH OCCURRENCE

DAMAGE TO RENTED
$PREMISES (Ea occurrence)

COMMERCIAL GENERAL LIABILITY

CLAIMS-MADE OCCUR
GEN'L AGGREGATE LIMIT APPLIES PER:

POLICY PRO-

JECT LOC

CERTIFICATE OF LIABILITY INSURANCE

DATE (MM/DD/YYYY)

CANCELLATION

AUTHORIZED REPRESENTATIVE
ACORD 25 (2016/03)
© 1988-2015 ACORD CORPORATION. All rights reserved.

CERTIFICATE HOLDER
The ACORD name and logo are registered marks of ACORD
HIRED

AUTOS ONLY









 









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Confirmation of Insurance
RT Specialty
5410 E. High Street
Phoenix, AZ 85054
Geoffrey Volker
602-767-1250
May 22, 2023
SSS
Huggins Insurance Services Inc - Salem
Attn: Allyson Nissley
235 Front Street Southeast, Suite 100 Salem, OR 97301
SSS
Insured: Rise Housing Solutions Inc
1990 N California Blvd Suite 20 PMB 1074
Walnut Creek, CA 94596
SSS
TXS 0001899-00Policy #:

Policy Period: 05/14/2023 12:01 AM To 05/14/2024 12:01 AM Coverage: Excess Liability
S
Issuing Company: Trisura Specialty Insurance Company
SSS

CALIFORNIA SHORT RATE CANCELLATION PENALTY DISCLOSURE
SS
Please be advised that if you request cancellation of your policy prior to the expiration, the policy may be cancelled at a rate less than pro rata.

SS
Please refer to your policy for specific terms and conditions.

SSSSS
1 of 4B 2.0.0 TXSÿ0001899-00ÿ(New)ÿÿ









 





Confirmation of Insurance
RT Specialty
5410 E. High Street
Phoenix, AZ 85054
Geoffrey Volker
602-767-1250
May 22, 2023
SSS
Huggins Insurance Services Inc - Salem
Attn: Allyson Nissley
235 Front Street Southeast, Suite 100 Salem, OR 97301
SSS
Insured: Rise Housing Solutions Inc
1990 N California Blvd Suite 20 PMB 1074
Walnut Creek, CA 94596
SSS
TXS 0001899-00Policy #:

Policy Period: 05/14/2023 12:01 AM To 05/14/2024 12:01 AM Coverage: Excess Liability
S
Issuing Company: Trisura Specialty Insurance Company
SSS
This is to confirm that we have procured coverage for the above captioned insured per your instructions, subject to all terms and conditions from the insurance carrier as attached:

SS
Note :

SS
Minimum earned premium may apply to this policy (see attached carrier binder for specifics). All fees are fully earned at inception.

SS
Please review attached carrier binder for details regarding any additional premium charges, minimum, deposit, audit and/or cancellation provisions.

SS
This insurance is subject to all terms and conditions of the cover note, certificate of insurance and/or policy which may be issued.

SS
This Confirmation of Insurance shall be automatically terminated and voided by delivery of the cover note, certificate of insurance or policy to the insured or its representative.

SS
Thank you for your business.

SSSSS
Regards,
S
Geoffrey Volker
Assistant Vice President
RT Specialty
[email protected]
602-767-1250
2 of 4B 2.0.0 TXSÿ0001899-00ÿ(New)ÿÿ









 





Confirmation of Insurance
RT Specialty
5410 E. High Street
Phoenix, AZ 85054
Geoffrey Volker
602-767-1250
Cost Summary
Excess Liability Premium $2,000.00
CA Surplus Lines Tax $67.50
CA Stamp Fee $4.05
Policy Fee $250.00
Carrier Policy Fee $250.00
Total Policy Cost $2,571.55
Minimum Earned
Note: There may be a minimum earned on this policy. Please refer to the carrier binder for more details on the minimum earned percentage.

S
Agent Commission: 12.00%
Disclosures
S
In the process of reviewing and attempting to place insurance for your client, we may perform any number of tasks that may or may not include: the review and assessment of your application, losses and risk profile, communicating with various insurance carriers or their representatives, risk analysis, policy or coverage comparison, inspections, reviewing coverage terms offered, policy issuance and servicing of the policy post binding. We may charge a fee for these services in addition to any commission that may be payable to us by the Insurance Carrier with whom we bind your client's business.

S
Any fees charged are fully earned at inception of the policy and will not be returned unless required by applicable law. Fees may be applicable to any transaction requiring additional premium including audits and endorsements as well as new and renewal policies. All fees will be itemized separate from premium in our quotes. Insureds are under no obligation to purchase insurance proposed by us including a fee and insurance carriers are under no obligation to bind any insurance proposed in our Quotes. The fees we charge are not required by state law or the insurance carrier.

S
RT Specialty is a division of RSG Specialty, LLC. RSG Specialty, LLC is a Delaware limited liability company and a subsidiary of Ryan Specialty, LLC. In California: RSG Specialty Insurance Services, LLC (License # 0G97516). 3 of 4B 2.0.0 TXSÿ0001899-00ÿ(New)ÿÿ









 





Confirmation of Insurance
RT Specialty
5410 E. High Street
Phoenix, AZ 85054
Geoffrey Volker
602-767-1250
Conditions
• No flat cancellations are permitted
S
• 25% minimum premium earned at inception.

S
Remarks
ALL TERMS AND CONDITIONS OF THE CARRIER'S QUOTE APPLY.

ALL FEES ARE FULLY EARNED. 10% COMMISSION APPLIES TO ALL ADDITIONAL PREMIUM AUDITS AND ENDORSEMENTS.

THE RT SPECIALTY QUOTE DOES NOT INCLUDE TERRORISM.
4 of 4B 2.0.0 TXSÿ0001899-00ÿ(New)ÿÿ









 






67 Landers Street, San Francisco, CA 94114
Date: May 19, 2023
Attention: Geoff Volker
RT Specialty
Subject: Binder
Insurance Company: Trisura Specialty Insurance Company (Non-admitted), rated A- I X by A.M. Best Rise Housing Solutions, Inc.

Walnut Creek, CA
Excess Liability Occurrence
5/14/23-24
TXS 0001899-00
$1,000,000 Each Occurrence
$1,000,000 General Aggregate
Premium Excluding TRIPRA $2,000
Premium for TRIPRA $REJECTED
-----------------
Premium Total $2,000
Flat Charge
Premiums are Minimum and Deposit.

Minimum Retained Premium: 25%
$250
Terms and Conditions
Named Insured:

Mailing Address:

Coverage:

Effective Dates:

Policy Number:

Limits:

Premium:

Rate:

Policy Fee:

Policy Forms:

Commercial Excess Liability Declarations Page
Forms & Endorsements Schedule
Excess Liability Coverage Form
Named Insured Endorsement
Exclusion- War Liability
Exclusion- Organic Pathogen
Exclusion- Access or Disclosure of Confidential or Personal Information Exclusion- Silica or Related Dust
Exclusion- Recording and Distribution of Material or Information in Violation of Statutes or Common Law Exclusion- ERISA
Exclusion- Liability Arising out of Lead
Exclusion- Employment Related Practices
Exclusion- Uninsured/Underinsured Motorists or No Fault Exclusion- Aircraft Products and Grounding Liability
Exclusion- Aircraft Including Unmanned Aircraft Liability Exclusion- Pre Existing Damage
Exclusion- Metal Gas
Exclusion- Professional Liability/Errors and Omissions
Exclusion- Cross Suits









 






67 Landers Street, San Francisco, CA 94114
Exclusion- Care, Custody or Control- Real or Personal Property Economic and Trade Sanction Clause
Exclusion - Intellectual Property
Exclusion Electronic Data & Cyber Risk
Unimpaired Aggregate Endorsement
Exclusion Occupational Disease
Limitation of Coverage Underlying Sublimits Endorsement Nuclear Energy Liability Exclusion Endorsement
Claims Reporting Notice
Surplus Lines Notification CA
General Service of Suit
Exclusion Communicable Disease
Exclusion Auto Liability
Exclusion Employers Liability
Exclusion Assault & Battery
Exclusion Abuse & Molestation
Exclusion Firearms
Nuclear, Biological, or Chemical Exclusion
Disclosure Pursuant to Terrorism Risk Insurance Act
Exclusion of Certified Acts of Terrorism
Underlying Schedule: General Liability
Carrier: Hiscox
Effective Dates: 5/14/23-24
Limits: $1,000,000 Each Occurrence
$3,000,000 General Aggregate
Included Product/Completed Ops
$1,000,000 Personal/Advertising Injury
Automobile Liability
Carrier: EXCLUDED
Effective Dates:

Limits: $1,000,000 CSL
Employers Liability
Carrier: EXCLUDED
Effective Dates:

Limits: $1,000,000 Each Accident
$1,000,000 Disease Each Employee
$1,000,000 Disease Policy Limit
Liability
Company:

Effective Dates:

Limits:

Subjectivities: * Subject to Signed ACORD Application.
* Subject to Signed Terrorism form.
* Furnish copies of underlying policies within 60 days of effective date. * Subject to review and approval of 5 years currently valued, hard copy, company loss runs. * Subject to copies of acceptable MVRs for all auto driven risks. * We will require surplus lines confirmation. Broker will be re sponsible for all surplus lines filings and taxes.
* Flat cancellations are not permitted on any binders.
* Binders are subject to the minimum retained premium.
* Primary carrier(s) must have 'A-VI' or better A.M. Best Rating. * Underlying policies must have defense costs in addition to the limits of liability. * Subject to conditions outlined in proposal.
* Copies of all underlying policies to be received within 60 days. 








 






67 Landers Street, San Francisco, CA 94114
*
* This binder is for informational purposes only. The actual coverages, terms and conditions offered herein may be more restrictive than those requested on your application.

Thank you for the bind order. Please let me know if you have a ny questions or need anything else.

Sincerely,