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SERVICE PROVIDER AGREEMENT
This SERVICE PROVIDER AGREEMENT (“ Agreement”) is entered into this day of , 20 (“ Effective Date”), by and between the CITY OF ALAMEDA, a municipal corporation (“the City”), and A & B MECHANICAL, INC. a California corporation, whose address is 2252 RAILROAD AVE, LIVERMORE CA 94550 (“Provider” or “Contractor”), 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: 5-Year On-Call Mechanical Maintenance. for the routine maintenance and physical repair work for the preservation and protection of City- owned buildings and facilities.
C.
City staff published a notice in the newspaper on September 26th, 2025, and, after a submittal period of 25 days, received 2 timely submitted bids or proposals and selected the service provider that best meets the City's need for services.
D. 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.
E. Whereas, the City Council authorized the City Manager to execute this agreement on _____________.
F. The City and Provider desire to enter into an agreement for 5-Year On-Call Mechanical Maintenance Services, upon the terms and conditions herein.
AGREEMENT
NOW, THEREFORE, in consideration of the forgoing, which are incorporated 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 1 st day of April 2026, and shall terminate on the 30th day of June 2031, unless terminated earlier as set forth herein.
2. SERVICES TO BE PERFORMED:
Provider agrees to do all necessary work at its own cost and expense, to furnish all labor, tools, equipment, materials, except as otherwise specified, and to do all necessary work included in Exhibit A as requested. Provider acknowledges that the work plan included in Exhibit A is tentative and does not commit the City to request Provider to perform all tasks included therein.
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3. COMPENSATION TO PROVIDER:
a. By the 7th day of each month, Provider shall submit to the City an invoice for the total amount of work done the previous month. Pricing and accounting of charges are to be according to the fee schedule as set forth in Exhibit B and incorporated herein by this reference.
Extra work must be approved in writing by the City Manager or their designee prior to performance and shall be paid on a Time and Material basis as set forth in Exhibit B. b. Compensation for this contract shall not exceed $75,000 per year, for a total five- year compensation not to exceed $375,000. Use of contingency shall be for items of work outside the original scope and requires prior written authorization by the City.
4. TIME IS OF THE ESSENCE:
Provider and the City agree that time is of the essence regarding the performance of this Agreement.
5. STANDARD OF CARE:
Provider shall perform all services under this Agreement in a skillful and competent manner, consistent with the standards generally recognized as being employed by professionals in the same discipline in the State of California. Provider represents that it is skilled in the professional calling necessary to pe rform all services contracted for in this Agreement. Provider further represents that all of its employees and subcontractors shall have sufficient skill and experience to perform the duties assigned to them pursuant to and in furtherance this Agreement.
Provider further represents that it (and its employees and subcontractors) have all licenses, permits, qualifications, and approvals of wh atever nature that are legally required to perform the services (including a City Business License , as needed); and that such licenses and approvals shall be maintained throughout the term of this Agreem ent. As provided for in the indemnification provisions of this Agreement, Provider shall pe rform (at its own cost and expense and without reimbursement from the City) any services necessary to correct errors or omissions which are caused by Provider’s failure to comply with the standard of care provided for herein. Any employee of the Provider or its sub-providers who is determined by the City to be uncooperative, incompetent, a threat to the adequate or timely completion of any services under this Agreement, or a threat to the safety of persons or propert y (or any employee who fails or refuses to perform the services in a manner acceptable to the City ) shall be promptly removed by the Provider and shall not be re-employed to perform any further services under this Agreement.
6. INDEPENDENT PARTIES:
Provider hereby declares that Provider is engaged as an independent business and Provider agrees to perform the services as an independent contractor. The manner and means of conducting the services and tasks are under the control of Provider except to the extent they are limited by statute, rule or regulation and the express terms of this Agreement. No civil service status or other right of employment will be acquired by virtue of Provider’s services. None of the benefits provided by the City to its employees, including but not limited to unemployment insurance, workers’ compensation plans, vacation and sick leave, are available from the City to Provider, its employees or agents. Deductions shall not be made for any state or federal taxes, FICA payments, PERS payments, or other purposes normally asso ciated with an employe r-employee relationship from any compensation due to Provider. Paymen ts of the above items, if required, are the
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responsibility of Provider. Any personnel performing the services under this Agreement on behalf of Provider shall also not be employees of City and shall at all times be under Provider’s exclusive direction and control.
7. IMMIGRATION REFORM AND CONTROL ACT (IRCA):
Provider assumes any and all responsibility for verifying the identity and employment authorization of all of its employees performing work hereunder, pursuant to all applicable IRCA or other federal, or state rules and regulations. Provider shall indemnify, defend, and hold the City harmless from and against any loss, damage, liability, costs or expenses arising from any noncompliance of this provision by Provider.
8. NON-DISCRIMINATION:
Consistent with the City’s policy and st ate and federal law that harassment and discrimination are unacceptable conduct, Provider and its employees, contractors, and agents shall not harass or discriminate against any job applicant, City employee, or any other person on the basis of any kind of any statutorily (federal, state or local) protected class, including but not limited to: race, religious creed, color, national orig in, ancestry, disability (both mental and physical) including HIV and AIDS, medical condition (e.g. cancer), genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, pregnancy, political affiliation, military and veteran status or le gitimate union activities. Such non-discrimination shall include but not be limited to all activitie s related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff, or termination. Provider agrees that any violation of this provision shall constitute a material breach of this Agreement.
9. HOLD HARMLESS:
a. To the fullest extent permitted by law, Provider shall indemnify, defend (with counsel acceptable to the City) and hold harmless the City, its City Council, boards, commissions, officials, employees, agents a nd volunteers (“Indemnitees”) from and against any and all loss, damages, liability, obligations, claims, suits, judgments, costs and expenses whatsoever, including reasonable attorney’s fees and costs of litigation (“Claims”), arising from or in any manner connected to Provider’s performance of its ob ligations under this Agreement or out of the operations conducted by Provider even if the City is found to ha ve been negligent. If the Claims filed against Indemnitees allege negligence, r ecklessness or willful mi sconduct on the part of Provider, Provider shall have no right of reimbursement against Indemnitees for the costs of defense even if negligence, recklessness or willful misconduct is not found on the part of Provider.
Provider shall not have any obligations to indemnify Indemnitees if the loss or damage is found to have resulted solely from the ne gligence or the willful misconduc t of the City. The defense and indemnification obligations of this Agreement ar e undertaken in addition to, and shall not in any way be limited by, the insurance obligations contained in this Agreement. b. As to Claims for professional liability only, Provider’s obligation to defend Indemnitees (as set forth above) is limited as provided in California Civil Code Section 2782.8. c. Provider’s obligation to indemnify, defe nd and hold harmless Indemnitees shall expressly survive the expiration or early termination of this Agreement.
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10. INSURANCE:
a. On or before the commencement of the terms of this Agreement, Provider shall furnish the City’s Risk Manager with certificates showing the type, amount, class of operations covered, effective dates and dates of expiration of insurance coverage in compliance with Sections
10.b. (1) through (3). The Certificate Holder should be The City of Alameda, 2263 Santa Clara, Ave., Alameda, CA 94501. Such certificates, which do not limit Provider’s indemnification, shall also contain substantially the following statement:
“Should any of the above insurance covered by this certificate be canceled or coverage reduced before the expiration date thereof, the insurer affording coverage shall pr ovide thirty (30) days’ advance written notice to the City of Alameda. Attention: Risk Manager.” Provider shall maintain in force at all times during the performance of this Agreement all appropriate coverage of insurance required by this Agreement with an insurance company licensed to offer insurance business in the State of California with a current A.M. Best’s rating of no less than A:VII or Standard & Poor’s Rating (if rated) of at least BBB unless otherwise acceptable to the City. Provider shall deliver upda ted insurance certificates to the City at the address described in Section 17.f. prior to the expiration of the ex isting insurance certificate for the duration of the term of Agreement. Endorsements naming the C ity, its City Council, boards, commissions, officials, employees, agents, and volunteers as additional insured shall be submitted with the insurance certificates.
Provider Initials
b. COVERAGE REQUIREMENTS:
Provider shall maintain insurance coverage and limits at least as broad as:
(1) Workers’ Compensation:
Statutory coverage as required by the State of California, as well as a Waiver of Subrogation (Rights of Recovery) endorsement. (2) Liability:
Commercial general liability coverage in the following minimum limits:
Bodily Injury: $1,000,000 each occurrence
$2,000,000 aggregate - all other
Property Damage: $1,000,000 each occurrence
$2,000,000 aggregate
If submitted, combined single limit policy with per occurrence limits in the amounts of $2,000,000 and aggregate limits in the amounts of $4,000,000 will be considered equivalent to the required minimum limits shown above. Provider shall also submit declarations and policy endorsements pages. Additional Insured Endorsement naming the City, its City Council, boards, commissions, officials,
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employees, agents, and volunteers is required. The Additional Insured Endorsement shall include primary and non-contributory coverage at least as broad as the CG 2010.
(3) Automotive:
Comprehensive automobile liability coverage (any auto) in the following minimum limits:
Bodily injury: $1,000,000 each occurrence
Property Damage: $1,000,000 each occurrence
or
Combined Single Limit: $2,000,000 each occurrence
Additional Insured Endorsement naming the City, its City Council, boards, commissions, officials, employees, agents, and volunteers is required.
As to commercial general liability and automob ile liability insurance, such insurance will provide that it constitutes primary insurance with respect to cla ims insured by such policy, and, except with respect to limits, that insurance applies separately to each insured against whom claim is made or suit is brought. Such insurance is not additional to or cont ributing with any other insurance carried by or for the benefit of the City.
c. SUBROGATION WAIVER:
Provider hereby agrees to waive rights of subrogation that any insurer of Provider may acquire from Provider by virtue of the payment of any loss . Provider agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether the City has received a waiver of subrogat ion endorsement from the insurer. The Workers’ Compensation policy shall be endorsed with a waiver of subrogation in favor of the City for all work performed by Provider, its employees, agents and subcontractors. d. FAILURE TO SECURE:
If Provider at any time during th e term hereof should fail to secure or maintain the foregoing insurance, the City shall be permitted to obtain such insurance in Provider’s name or as an agent of Provider and shall be compensated by Provider for the costs of the insurance premiums at the maximum rate permitted by law and computed from the date written notice is received that the premiums have not been paid.
e. ADDITIONAL INSUREDS:
The City, its City Council, boards, commi ssions, officials, employees, agents, and volunteers shall be named as additional insured(s) under all insurance coverages, except workers’ compensation and professional liability insurance. The naming of an additional insured shall not affect any recovery to which such additional insured would be entitled under this policy if not named as such additional insured. An additional insured named herein shall not be held liable for any premium, deductible portion of any loss, or expense of any nature on this policy or any extension thereof. Any other insurance held by an additional insured sh all not be required to contribute anything toward any loss or expense covered by the insurance provided by this policy.
Additional Insured coverage under Provider’s pol icy shall be primary and non-contributory and
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will not seek contribution from the City’s insura nce or self-insurance. Any available insurance proceeds broader than or in excess of the spec ified minimum insurance coverage requirements and/or limits shall be available to the additional insured(s). f. SUFFICIENCY OF INSURANCE:
The insurance limits required by the City are not represented as being sufficient to protect Provider. Provider is advised to consult Provider’s insurance broker to determine adequate coverage for Provider. The coverage and limits shall be (1) the minimum coverage and limits specified in this Agreement; or (2) the broader coverage and maximum limits of the coverage carried by or available to Provider; whichever is greater. g. EXCESS OR UMBRELLA LIABILITY:
If any Excess or Umbrella Liability policies are used to meet the limits of liability required by this Agreement, then said policies shall be true “following form” of the underlying policy coverage, terms, conditions, and provisions and shall meet all of the insurance requirements stated in this Agreement, including but not limited to, the additional insured, SIR, and primary insurance requirements stated therein. No insurance policies maintained by the indemnified parties or Additional Insureds, whether primary or excess, and which also apply to a loss covered hereunder, shall be called upon to contribute to a loss until all the primary and excess liability policies carried by or available to the Provider are exhausted. If a Provider is using an Excess Liability policy to supplement any insurance coverage required by this Agreement, they must submit the Excess Liability policy in full.
11. CONFLICT OF INTEREST:
Provider warrants that it is not a conflict of interest for Provider to perform the services required by this Agreement. Provider may be required to fill out a conflict of interest form if the services provided under this Agreement require Provider to make certain governmental decisions or serve in a staff capacity as defined in Title 2, Division 6, Section 18700 of the California Code of Regulations.
12. PROHIBITION AGAINST TRANSFERS:
a. Provider shall not assign, sublease, hypothecate, or transfer this Agreement, or any interest therein, directly or i ndirectly, by operation of law or otherwise, without prior written consent of the City Manager. Provider shall submit a written request for consent to transfer to the City Manager at least thirty (30) days in advance of the desired transfer. The City Manager or their designee may consent or reject such request in their sole and absolute discretion. Any attempt to do so without said consent shall be null and void, and any assignee, sublessee, hypothecate or transferee shall acquire no right or interest by reason of such attempted assignment, hypothecation or transfer. However, claims for money agains t the City under this Ag reement may be assigned by Provider to a bank, trust company or other financial institution without prior written consent. b. The sale, assignment, transfer or other disposition of any of the issued and outstanding capital stock, membership interest, partnership interest, or the equivalent, which shall result in changing the control of Provider, shall be construed as an assignment of this Agreement.
Control means fifty percent or more of the voting power of Provider.
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13. APPROVAL OF SUB-PROVIDERS:
a. Only those persons and/or businesses whose names and resumés are attached to this Agreement shall be used in the performance of this Agreement. However, if after the start of this Agreement, Provider wishes to use sub-providers, at no additional costs to the City, then Provider shall submit a written request for consent to add sub-providers including the names of the sub- providers and the reasons for the request to the City Manager at least five (5) days in advance. The City Manager may consent or reject such requests in their sole and absolute discretion. b. Each sub-provider shall be required to furnish proof of workers’ compensation insurance and shall also be required to carry general, automobile and professional liability insurance (as applicable) in reasonable conformity to the insurance carried by Provider. c. In addition, any tasks or services perfor med by sub-providers sh all be subject to each provision of this Agreement. Provider shall include the following language in their agreement with any sub-provider: “Sub-provi ders hired by Provider agree to be bound to Provider and the City in the same manner and to the same extent as Provider is bound to the City.” d. The requirements in this Section 13 sha ll not apply to persons who are merely providing materials, supplies, data or information that Provider then analyzes and incorporates into its work product.
14. PERMITS AND LICENSES:
Provider, at its sole expense, shall obtain and maintain during the term of this Agreement, all appropriate permits, certificates and licenses, including a City business license that may be required in connection with the performance of the services and tasks hereunder.
15. REPORTS:
a. Each and every report, draft, work product, map, record and other document produced, prepared or caused to be prepared by Pr ovider pursuant to or in connection with this Agreement shall be the exclusive property of the City.
b. No report, information or other data given to or prepared or assembled by Provider pursuant to this Agreement shall be made available to any individual or organization by Provider without prior approval of the City Manager or their designee. c. Provider shall, at such time and in such form as City Manager or their designee may require, furnish reports concerning the status of services and tasks required under this Agreement.
16. RECORDS:
a. Generally, the City has the right to c onduct audits of Provi der’s financial, performance and compliance records maintained in connection with Contractor’s operations and services performed under the Agreement. In the event of such audit, Contractor agrees to provide the City with reasonable access to Contractor’s employees and make all such financial (including annual financial statements signed by an independent CPA), performance and compliance records available to the City. City agrees to provide C ontractor an opportunity to discuss and respond to any findings before a final audit report is filed.
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b. Provider shall maintain complete and accurate records with respect to the services, tasks, work, documents and data in sufficient detail to permit an evaluation of Provider’s performance under the Agreement, as well as mainta in books and records rela ted to sales, costs, expenses, receipts and other such information required by the City that relate to the performance of the services and tasks under this Agreement (collectively the “Records”). c. All Records shall be maintained in accordance with generally accepted accounting principles and shall be clearly identified and readily accessible. Provider shall provide free access to the Records to the representatives of the City or its designees during regular business hours upon reasonable prior notice. The City has the right to examine and audit the Records, and to make copies or transcripts therefrom as necessary, and to allow inspection of all proceedings and activities related to this Agreement. Such Records, together w ith supporting documents, shall be kept separate from other documents and records and shall be maintained by Provider for a period of three (3) years after receipt of final payment.
d. If supplemental examination or audit of th e Records is necessary due to concerns raised by the City’s preliminary examination or audit of records, and the City’s supplemental examination or audit of the records discloses a failure to adhere to appropriate internal financial controls, or other breach of this Agreement or failure to act in good faith, then Provider shall reimburse the City for all reasonable costs an d expenses associated with the supplemental examination or audit.
17. NOTICES:
a. All notices shall be in writing and delivered: (i) by hand; or (ii) sent by registered, express, or certified mail, with return receipt requested or with delivery confirmation requested from the U.S. postal service; or (iii) sent by overnight or same day courier service at the party’s respective address listed in this Section.
b. Each notice shall be deemed to have been received on the earlier to occur of: (x) actual delivery or the date on whic h delivery is refused; or (y) three (3) days after notice is deposited in the U.S. mail or w ith a courier service in the ma nner described above (Sundays and City holidays excepted).
c. Either party may, at any time, change its notice address (other than to a post office box address) by giving the other party three (3) days prior written notice of the new address. d. All notices, demands, requests, or approvals from Provider to the City shall be addressed to the City at:
City of Alameda
Public Works Department
950 West Mall Sq. Ste 110
Alameda, CA 94501
ATTENTION: Chandni Patel, Facilities Project Manager
Ph: (510) 747-7978
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e. All notices, demands, requests, or approvals from the City to Provider shall be addressed to Provider at:
A & B Mechanical, Inc.
Contracts Dept.
2252 Railroad Ave
Livermore Ca 94550
ATTENTION: Bill Newby/Sr Operations Manager
Ph: (510) 264-5800
f. All updated insurance certificates from Provider to the City shall be addressed to the City at:
City of Alameda
Public Works Department
950 West Mall Sq. Ste 110
Alameda, CA 94501
ATTENTION: Becka Merchant
Ph: (510) 747-7930 / [email protected]
18. SAFETY:
a. Provider will be solely and completely responsible for conditions of all vehicles owned or operated by Provider, including the safety of all persons and property during performance of the services and tasks under th is Agreement. This requirement will apply continuously and not be limited to normal working hours. In add ition, Provider will comply with all safety provisions in confor mance with U.S. Department of Labor Occupational Safety and Health Act, any equivalent state law, and all other applicable federal, state, county and local laws, ordinances, codes, and any regulations that may be detailed in other parts of the Agreement. Where any of these are in conflict, the more stringent requirements will be followed. Provider’s failure to thoroughly familiarize itself with the aforemen tioned safety provisions will not relieve it from compliance with the obligations and penalties set forth herein. b. Provider will immediately notify the City within 24 hours of any incident of death, serious personal injury or substantial propert y damage that occurs in connection with the performance of this Agreement. Provider will promptly submit to the City a written report of all incidents that occur in connection with this Agreement. This report must include the following information: (i) name and address of injured or deceased person(s); (ii) name and address of Provider’s employee(s) involved in the incident; (iii) name and address of Provider’s liability insurance carrier; (iv) a detailed description of the incident; and (v) a police report.
19. TERMINATION:
a. In the event Provider fails or refuses to perform any of the provisions hereof at the time and in the manner required hereunder, Provider shall be deemed in default in the performance of this Agreement. If such default is not cure d within two (2) business days after receipt by Provider from the City of written notice of default, specifying the nature of such default and the steps necessary to cure such default, the City may thereafter immediately terminate the Agreement forthwith by giving to Provider written notice thereof.
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b. The foregoing notwithstanding, the City shall have the option, at its sole discretion and without cause, of terminating this Agreement by giving seven (7) days’ prior written notice to Provider as provided herein.
c. Upon termination of this Agreement either for cause or for convenience, each party shall pay to the other party that portion of compensation specified in this Agreement that is earned and unpaid prior to the effective date of termination. The obliga tion of the parties under this Section 19.c. shall survive the expiration or early termination of this Agreement.
20. ATTORNEYS’ FEES:
In the event of any litigation, including admi nistrative proceedings, relating to this Agreement, including but not limited to any action or suit by any party, assignee or beneficiary against any other party, beneficiary or assignee, to enforce, interpret or seek relief from any provision or obligation arising out of this Agreement, the parties and litigants shall bear their own attorney’s fees and costs. No party or litigant shall be entitled to recover any attorneys’ fees or costs from any other party or litigant, regardless of which party or litigant might prevail.
21. HEALTH AND SAFETY REQUIREMENTS.
Provider acknowledges that the City shall have the right to impose, at the City’s sole discretion, requirements that it deem s are necessary to protect the h ealth and safety of the City employees, residents, and visito rs. Provider agrees to comply with all such requirements, including, but not limited to, mandatory vaccinati ons, the use of personal protective equipment (e.g. masks), physical distancing, and health screenings. Provider also agrees to make available to the City, at the City’s request, records to demonstrate Provider’s compliance with this Section.
22. COMPLIANCE WITH ALL APPLICABLE LAWS:
During the term of this Agreement, Provider shall keep fully informed of all existing and future state and federal laws and all municipal ordinances and regulations of the City of Alameda which affect the manner in which the services or tasks are to be performed by Provider, as well as all such orders and decrees of bodies or tribuna ls having any jurisdiction or authority over the same. Provider shall comply with all applicable laws, state and federal and all ordinances, rules and regulations enacted or issued by the City. Provider shall defend, i ndemnify, and hold City (including its officials, director s, officers, employees, and agen ts) free and harmless from any claim or liability arising out of any failure or alleged failure to comply with such laws and regulations pursuant to the indemnification provisions of this Agreement.
23. CONFLICT OF LAW:
This Agreement shall be interpreted under, and enforced by the laws of the State of California without regard to any choice of law ru les which may direct the application of laws of another jurisdiction. The Agreement and obligations of the parties are subj ect to all valid laws, orders, rules, and regulations of the authorities having jurisdiction over this Agreement (or the successors of those authorities). Any suits brought pur suant to this Agreement shall be filed with the courts of the County of Alameda, State of California.
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24. WAIVER:
A waiver by the City of any breach of any term, covenant, or cond ition contained herein shall not be deemed to be a waiver of any subs equent breach of the sa me or any other term, covenant, or condition contained herein, whether of the same or a different character.
25. INTEGRATED CONTRACT:
Subject to the language of Secti on 33, the Recitals and exhibits are a material part of this Agreement and are expressly incorporated here in. This Agreement represents the full and complete understanding of every ki nd or nature whatsoever betwee n the parties hereto, and all preliminary negotiations and agreements of whatsoever kind or nature are merged herein. No verbal agreement or implied covenant shall be held to vary the provisions hereof. Any modification of this Agreement will be effective only by written execution signed by both the City and Provider.
26. PREVAILING WAGES:
Provider is aware of the requirements of California Labor Code Section 1720, et seq., and 1770, et seq. as well as California Code of Regulations, Title 8, Section 1600, et seq., (“Prevailing Wage Laws”) which require the payment of prev ailing wage rates and the performance of other requirements on “public works” and “maintenance” projects. Provider agrees to fully comply with such Prevailing Wage Laws if the services are bei ng performed as part of an applicable “public works” or “maintenance” project as defined by the Prevailing Wage Laws and if the total compensation is $1,000 or more. City, upon Provider’s request, shall provide Provider with a copy of the prevailing rates of per diem wages in effect at the commencement of this Agreement.
Provider shall make copies of the prevailing rates of per diem wages for each craft, classification, or type of worker needed to execute the servi ces available to interested parties upon request; and shall post copies at the Provider’s principal place of business and at the project site. Provider shall defend, indemnify, and hold the City (its elected officials, officers, em ployees, and agents) free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws.
27. DEPARTMENT OF INDUSTRIAL RELATIONS COMPLIANCE AND
PREVAILING WAGE REQUIREMENTS ON PUBLIC WORKS PROJECTS:
a. For purposes of Sections 27 through 29 of this Agreement, the terms “claim”, “contractor”, “public works project” and “subcontractor” shall have the same meanings set forth in Public Contract Code Section 9204.
b. No contractor or subcontractor may be listed on a bid proposal for a public works project, nor engage in the performance of any pu blic work contract, unless registered with the Department of Industr ial Relations pursuant to Labor C ode Section 1725.5 (with the limited exceptions for certaion bids pursuant to Labor co de Section 1771.1(a)). Registration instructions may be found at the following website: https://www.dir.ca.gov/Public-Works/Contractor- Registration.html
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c. All contractors and subcontractors must furnish electronic certified payroll records directly to the Labor Commissioner at the following website: https://www.dir.ca.gov/Public- Works/Certified-Payroll-Reporting.html
d. Contractor is required to all post job site notices as prescribed by State law. (See 8 Cal. Code Regs, § 16451(d).)
e. In executing this Agreement, Contractor acknowledges and agrees that the work authorized by this Agreement may be subject to compliance monitoring and enforcement by the Department of Industrial Relations.
28. REGISTRATION OF CONTRACTORS:
Before submitting bids for any work authorized by this Agreement, contractors shall be licensed in accordance with the provisions of Chapter 9, Division 3, of the Business and Professions Code of the State of California.
29. PUBLIC CONTRACT CODE SECTION 9204 SUMMARY:
Notwithstanding anything else to the contrary stated in the Information For Bidders (IFB) or other documents associated with this Agre ement, all claims, rega rdless of dollar amount, submitted between January 1, 2017 a nd January 1, 2027 related to wo rk performed or scheduled to be performed pursuant to this Agreement shal l be governed by Public Contract Code Section 9204 and this section. The following provi sions and procedures shall apply:
a. Contractor shall submit each Claim (whe ther for a time extension, payment for money or damages) in writing and in compliance with Public Contract Code Section 9204.
Contractor must include reasonable documentation to support each claim.
b. Upon receipt of a claim, the City shall conduct a reasonable review and respond in writing within 45 days of receipt and shall identify in a written statement what portions of the claim are disputed and undispute d. Undisputed portions of the cl aim shall be pr ocess and paid within 60 days of the written statement. Undisp uted amounts not paid in a timely manner shall bear interest at 7% per annum. The City and Cont ractor may mutually agree to extend the 45 day response time.
c. If the City needs approval from the City Council to provide a written statement, the 45 days may be extended to 3 days following th e next duly noticed public meeting pursuant to Public Contract Code Section 9204(d)(1)(C).
d. If the City fails to timely respond to a cla im or if Contractor disputes the City’s response, Contractor may submit a written demand for an informal meet and confer conference with the City to settle the issues in dispute. The demand must be sent via registered or certified mail, return receipt requested. Upon receipt, the City shall schedule the conference within 30 days.
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e. Within 10 business days following the info rmal meet and confer conference, the City shall submit to Contractor a written statement describing any issues remaining in dispute and that portion which is undisputed. Undisputed por tions of the claim shall be processed and paid within 60 days of the written statement. Undisp uted amounts not paid in a timely manner shall bear interest at 7% per annum. The issues rema ining in dispute shall be submitted to non-binding mediation. If the City and Contractor mutually agree on a mediator, each party shall pay equal portions of all associated costs. If within 10 bus iness days, the City and Contractor cannot agree on a mediator, each party shall select a mediator (paying all costs associated with their selected mediator), and those mediators shall select a qual ified neutral third party to mediate the disputed issues. The City and Contractor shall pay equal porti ons of all associated costs of such third party mediator.
f. Unless otherwise agreed by the City a nd Contractor, any mediation conducted hereunder shall excuse any further obligation under Public Contract Code Section 20104.4 to mediate after litigation has commenced.
g. The City reserves all rights and remedies that it has pursuant to this Agreement, any associated plans and specifications, or at law or in equity which are not in conflict with Public Contract Code 9204.
30. CAPTIONS:
The captions in this Agreement are for convenience only, are not a part of the Agreement and in no way affect, limit or amplify the terms or provisions of this Agreement.
31. COUNTERPARTS:
This Agreement may be executed in any numbe r of counterparts (including by fax, PDF, DocuSign, or other electronic means), each of which shall be deemed an original, but all of which shall constitute one and the same instrument.
32. SIGNATORY:
By signing this Agreement, signatory warrants and represents that they executed this Agreement in their authorized capacity and that by their signature on this Agreement, they or the entity upon behalf of which they acted, executed this Agreement.
33. CONTROLLING AGREEMENT:
In the event of a conflict between the terms and conditions of this Agreement (as amended, supplemented, restated or othe rwise modified from time to time) and any other terms and conditions wherever contained, including, without limitation, terms and conditions included within exhibits, the terms and conditions of this Agreement shall control and be primary. [REMAINDER OF PAGE INTENTIONALLY LEFT BLANK]
A&B Mechanical Version 10-15-25
IN WITNESS WHEREOF, the parties have each caused this Agreement to be duly executed on its behalf as of the Effective Date.
A & B Mechanical, Inc., CITY OF ALAMEDA
a California corporation a municipal corporation
Greg Byrkit Adam Politzer
V.P. Interim City Manager
RECOMMENDED FOR APPROVAL
Ryan Byrkit
CFO
Erin Smith
Public Works Director
APPROVED AS TO FORM:
City Attorney
Len Aslanian
Assistant City Attorney
Appendix A
Scope of Services
X. BACKGROUND
The City desires to obtain the services of an outside organization to assist with On-Call Mechanical Maintenance for a period of five years.
The scope of work includes, but is not limited to, the following:
1. Routine and On-Call Services
a) Respond to requests for service on an on-call basis, including emergency and non-emergency repairs.
b) Troubleshoot, diagnose, and repair HVAC systems, boilers, chillers, cooling towers, pumps, fans, motors, compressors, and associated controls. c) Inspect, service, and repair air handling units, variable air volume (VAV) boxes, dampers, and ductwork.
d) Replace and maintain belts, filters, bearings, coils, and related system components.
e) Maintain and repair pneumatic, electronic, and digital control systems, including building automation systems (BAS).
f) Support energy efficiency upgrades, retrofits, and code compliance corrections.
2. Preventive Maintenance
a) Conduct scheduled preventive maintenance of HVAC and mechanical systems as requested.
b) Provide seasonal start-up and shutdown services for heating and cooling systems.
c) Test, calibrate, and adjust thermostats, sensors, and control systems. d) Document and report deficiencies, safety concerns, or code violations.
3. Emergency Response
a) Provide 24/7 emergency response capability.
b) Respond within two (2) hours of notification for emergency calls affecting health, safety, or facility operations.
c) Provide temporary solutions where immediate permanent repairs are not feasible.
EXHIBIT A
4. Safe-Off and Temporary Support Services
a) Assist City departments and contractors with safe-off or isolation of HVAC and mechanical systems (e.g., boilers, chillers, or air handling equipment) to allow for construction, renovation, or maintenance projects.
b) Provide temporary ventilation or mechanical adjustments in support of City- sponsored events, community programs, or special projects. c) Coordinate reactivation and system verification once safe-off work is complete. d) Ensure all lockout/tagout and safety procedures are followed in accordance with OSHA and industry standards.
5. Additional Services
a) Assist with installation of new HVAC and mechanical equipment as directed. b) Perform minor improvements and modifications to accommodate City operations.
c) Coordinate with utility providers when required.
d) Ensure safe work practices and documentation of all activities.
REFERENCES
2000-Present --Epic Care-several locations
Maintenance on MRI Chillers and HVAC
Andrew Balistreri--(925) 392-0631
9-1-2023 San Francisco City College-Mission Center
Replacement of two Boilers Contract value $475,000
Harry Finnerty-Project Manager-925-771-9955,
[email protected]
Dept. of General Services-Justice Joseph A. Rattigan Building- Santa Rosa Ca-Boiler Maintenance
Rafael Secco-Chief Engineer-916-247-9874
11-2019 Department of General Services-Completed as Prime Contractor Employment Development Dept. San Jose
297 W Hedding St, San Jose Ca
HVAC Replacement-$1,117,000 (replaced building controls, Chiller, Boiler, VFDs) Suhas Karke-916-443-9848 [email protected]
Washington Hospital Fremont Ca 2000-to present
HVAC/R Maintenance, Service, and Installations
Tomas Manalese Jr-Senior Lead Engineer: 510-818-7899,
[email protected]
Contra Costs County-Public Works -7-2022 to present
Maintenance/Service/install
Tom Shirley-925-313-7052- [email protected]
County of Santa Clara-Facilities and maintenance-2021- Present 3 separate contracts each valued at 200K
Boilers repair services
Public Works Dept—2101 Alexian Drive, San Jose Ca
Danny Madina-408-210-9595---- [email protected]
PRICING
Proposed Hourly Rate $215/HR
Overtime after Outside of 7:30 to 4:30PM $290/HR
Holidays $310/HR
Markup on all Parts=15%
Exhibit B
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 e ndorsed.
If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A st atement 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)
$
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SUBR
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INSD
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIO D 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. $ $
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COMBINED SINGLE LIMIT
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ACORD 25 (2016/03)
© 1988-2015 ACORD CORPORATION. All rights reserved.
CERTIFICATE HOLDER
The ACORD name and logo are registered marks of ACORD
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Docusign Envelope ID: 71E72E57-E67A-4959-A0EC-AF5053EDD2DE 2/19/2026
Docusign Envelope ID: 71E72E57-E67A-4959-A0EC-AF5053EDD2DE Docusign Envelope ID: 71E72E57-E67A-4959-A0EC-AF5053EDD2DE Docusign Envelope ID: 71E72E57-E67A-4959-A0EC-AF5053EDD2DE 10-*$:/6.#&314(
Docusign Envelope ID: 71E72E57-E67A-4959-A0EC-AF5053EDD2DE Docusign Envelope ID: 71E72E57-E67A-4959-A0EC-AF5053EDD2DE Docusign Envelope ID: 71E72E57-E67A-4959-A0EC-AF5053EDD2DE Docusign Envelope ID: 71E72E57-E67A-4959-A0EC-AF5053EDD2DE Docusign Envelope ID: 71E72E57-E67A-4959-A0EC-AF5053EDD2DE Docusign Envelope ID: 71E72E57-E67A-4959-A0EC-AF5053EDD2DE 1PMJDZ5$015$5
Docusign Envelope ID: 71E72E57-E67A-4959-A0EC-AF5053EDD2DE Docusign Envelope ID: 71E72E57-E67A-4959-A0EC-AF5053EDD2DE Docusign Envelope ID: 71E72E57-E67A-4959-A0EC-AF5053EDD2DE Docusign Envelope ID: 71E72E57-E67A-4959-A0EC-AF5053EDD2DE Docusign Envelope ID: 71E72E57-E67A-4959-A0EC-AF5053EDD2DE Docusign Envelope ID: 71E72E57-E67A-4959-A0EC-AF5053EDD2DE Docusign Envelope ID: 71E72E57-E67A-4959-A0EC-AF5053EDD2DE PRESENTED BY PROPOSED ON 06/06/2025 FOR
BOZZUTO & CO INS SVCS
PO BOX 1117
ORANGEVALE, CA 95662
A & B MECHANICAL, INC.
24179 PARK STREET
HAYWARD, CA 94544
On behalf of BOZZUTO & CO INS SVCS and The Travelers Companies, Inc. and its affiliates, we appreciate the opportunity to provide A & B MECHANICAL, INC. with the following policy proposal.
Policy Number Insuring Company
CUP-2P969895 TRAVELERS PROPERTY CASUALTY COMPANY OF AMERICA CO-2P938083 THE TRAVELERS INDEMNITY COMPANY OF CONNECTICUT 810-2P940380 THE TRAVELERS INDEMNITY COMPANY OF CONNECTICUT Docusign Envelope ID: 71E72E57-E67A-4959-A0EC-AF5053EDD2DE
Proposed on 06/06/2025 for BOZZUTO & CO INS SVCS
A & B MECHANICAL, INC. - Policy Period 07/01/2025 ± 07/01/2026
Page | 2
Refer to policy for actual terms and conditions
*HQHUDO
Overall Account
Ohmar Gonzalez
Account Executive
[email protected]
720-200-8385
Policy Services
Kristen Brand
Operations Account Specialist
[email protected]
916-852-5224
To report, ask a question or discuss a claim please call 1-800-238-6225. A Claim Customer Service Representative is available 24 hours a day, 7 days a week to take the first notice of loss or provide assistance on any existing claim.
Docusign Envelope ID: 71E72E57-E67A-4959-A0EC-AF5053EDD2DE Proposed on 06/06/2025 for BOZZUTO & CO INS SVCS
A & B MECHANICAL, INC. - Policy Period 07/01/2025 ± 07/01/2026 Page | 3 Refer to policy for actual terms and conditions
General Liability - Contractors Liability Package
Policy Number 4T22-CO-2P938083-TCT-25
Effective 07/01/2025 ± 07/01/2026
Insuring Company THE TRAVELERS INDEMNITY COMPANY OF CONNECTICUT Automobile
Policy Number 810-2P940380-25-2S-G
Effective 07/01/2025 ± 07/01/2026
Insuring Company THE TRAVELERS INDEMNITY COMPANY OF CONNECTICUT Umbrella
Policy Number CUP-2P969895-25-2S
Effective 07/01/2025 ± 07/01/2026
Insuring Company TRAVELERS PROPERTY CASUALTY COMPANY OF AMERICA Docusign Envelope ID: 71E72E57-E67A-4959-A0EC-AF5053EDD2DE
Proposed on 06/06/2025 for BOZZUTO & CO INS SVCS
A & B MECHANICAL, INC. - Policy Period 07/01/2025 ± 07/01/2026
Page | 4
Refer to policy for actual terms and conditions
CO - 2P938083 ± General Liability - Contractors Liability Package
LOC/BLDG DESCRIPTION ADDRESS
1/1 BUILDING 2252 RAILROAD AVENUE, LIVERMORE, CA 94550 2/2 CONTRACTOR 2266 RAILROAD AVENUE, LIVERMORE, CA 94550
Docusign Envelope ID: 71E72E57-E67A-4959-A0EC-AF5053EDD2DE
Proposed on 06/06/2025 for BOZZUTO & CO INS SVCS
A & B MECHANICAL, INC. - Policy Period 07/01/2025 ± 07/01/2026
Page | 5
Refer to policy for actual terms and conditions
Policy Number CO-2P938083
Coverage schedule
Deductible amount ± Deductibles shown are per occurrence. If an asterisk (*) is shown then separate occurrence deductibles apply by cause of loss ± refer to the Additional Coverage Information section below.
Coverage information
ST
PREM /
BLDG
NUMBER COVERAGE
LIMITS OF
INSURANCE
CAUSE
OF
LOSS
DEDUCTIBLE
AMOUNT
COINSUR
ANCE
VALUATION
**
AGREED
VALUE
APPLIES
INFLATION
GUARD
CA 1/1
Business Income and Extra Expense $144,000 Special 72 Hours 90% n/a No n/a Rental Value Only
Extended Business Income: 30 Days
Ordinary Payroll is Included
Building $1,000,000 Special $1,000 90% RC No n/a
Your Business Personal Property $350,000 Special $1,000 90% RC No n/a CA 2/2
Building $300,000 Special $1,000 90% RC No n/a
** ACV Actual Cash Value
RC Replacement Cost
FBV Functional Building Valuation
FPPV Functional Personal Property Valuation
Gross Premium: $4,804
Taxes and Surcharges: $0
Total: $4,804
Greg Byrkit
Docusign Envelope ID: 71E72E57-E67A-4959-A0EC-AF5053EDD2DE Proposed on 06/06/2025 for BOZZUTO & CO INS SVCS
A & B MECHANICAL, INC. - Policy Period 07/01/2025 ± 07/01/2026 Page | 6 Refer to policy for actual terms and conditions
Policy Number CO-2P938083
Coverage information
COVERAGE LIMITS
Aggregate Limits of Insurance General Aggregate (Other than Products- Completed Operations) $2,000,000
Products-Completed Operations Aggregate $2,000,000
Personal And Advertising Injury Limit
(Subject to the General Aggregate Limit)
Any One Person or Organization $1,000,000
Each Occurrence Limit
Combined Single Limit Bodily Injury &
Property Damage
(Subject to the General Aggregate Limit or the
Products-Completed Operations Aggregate
Limit)
$1,000,000
Damage To Premises Rented To You Limit
(Subject to Each Occurrence Limit) Any One Premises $1,000,000 Medical Expense Limit
(Subject to the Each Occurrence Limit) Any One Person $5,000 Coverage A Bodily Injury and Property Damage Liability
Premises/Operations
Products/Completed Operations
Contractual Liability
Liquor Liability
Non-Owned Watercraft
Damage To Premises Rented To You
Employees as Insureds
Incidental Medical Malpractice - Named Insured
Limited Worldwide Products Liability
Newly Acquired or Formed Organizations - 180 Days
Coverage B Personal and Advertising Injury Liability
Coverage C Medical Payments
Contractors Liability Program Highlights
Blanket Waiver of Subrogation
Non-Owned Watercraft
Broadened Named Insured ±Unnamed Subsidiaries
Damage To Premises Rented To You Extension
Perils if fire, explosion, lightning, smoke, water
Limit increase to $300,000
Incidental Medical Malpractice
Contractual Liability - Railroads
Increased Supplementary Payments
Cost for bail bonds increased to $2,500
Loss of earnings increased to $500 per day
Knowledge and Notice of Occurrence or Offense
Greg Byrkit
Docusign Envelope ID: 71E72E57-E67A-4959-A0EC-AF5053EDD2DE
Proposed on 06/06/2025 for BOZZUTO & CO INS SVCS
A & B MECHANICAL, INC. - Policy Period 07/01/2025 ± 07/01/2026
Page | 7
Refer to policy for actual terms and conditions
Unintentional Omission
Blanket Additional Insureds ± Governmental Entities
Blanket Additional Insured - Managers or Lessors of Premises Blanket Additional Insured ± Lessors of Leased Equipment Who is an Insured ± Newly Acquired or Formed Organizations Aircraft Chartered with Pilot
Deductibles
LIABILITY DEDUCTIBLE DEDUCTIBLE AMOUNT LOSS TYPE
Property Damage Deductible
$5,000
Prod/Compl Ops and Prem/Ops
Loss and ALAE
Composite General Liability class code schedule
STATE CLASS CODE DESCRIPTION SUBLINE EXPOSURE RATE PREMIUM CA 69861
CONSTRUCTION -
PAYROLL
(TRAVELERS)
Combined 1,460,000 29.145 $42,552
Optional coverage
COVERAGE LIMIT PREMIUM
XTEND Included
Increased Fire Damage Liability $250
Gross Premium $42,802
Employee Benefits Liability(Claims Made Coverage) Premium $300 Aggregate Limit $2,000,000
Each Employee Limit $1,000,000
Deductible NONE
Retroactive date 12/1/2019
This policy is subject to a general liability deductible. You will be required to reimburse Travelers for paid losses which are within the general liability deductible stated above. Deductible plan losses will be billed on a monthly basis. Additional terms and conditions regarding this deductible are contained in the above referenced endorsement, Deductible Liability Insurance.
Greg Byrkit
Docusign Envelope ID: 71E72E57-E67A-4959-A0EC-AF5053EDD2DE
Proposed on 06/06/2025 for BOZZUTO & CO INS SVCS
A & B MECHANICAL, INC. - Policy Period 07/01/2025 ± 07/01/2026
Page | 8
Refer to policy for actual terms and conditions
CG 21 54 ± Excl ± Designated Ops Covered By A Controlled (Wrap Up) Insurance Program
ANY LOCATION THAT IS OR WAS SUBJECT TO A "CONTROLLED (WRAP-UP) INSURANCE PROGRAM". HOWEVER, FOR THE PURPOSES OF PARAGRAPH A.1. OF
THIS ENDORSEMENT, A LOCATION WILL NOT BE CONSIDERED TO BE SUBJECT TO A "CONTROLLED (WRAP-UP) INSURANCE PROGRAM" IF:
(1)YOUR ONLY ONGOING OPERATIONS AT SUCH LOCATION ARE PUNCH LIST OR WARRANTY WORK; AND
(2)THE "BODILY INJURY" OR "PROPERTY DAMAGE" FOR WHICH COVERAGE IS
SOUGHT OCCURS AFTER THE EXPIRATION OF ALL COVERAGE THAT WAS AVAILABLE TO THE INSURED UNDER THAT "CONTROLLED (WRAP-UP) INSURANCE PROGRAM" FOR "BODILY INJURY" OR "PROPERTY DAMAGE" ARISING OUT OF YOUR ONGOING OPERATIONS.
CG T4 81 ± Excl ± Hazards W/Designated Exposure
"Your work" on or for any project that, in whole or in part, is or will become any single- or multi-family housing, any residential condominium, or any residential apartment.
This description does not include "your work":
1.On or for any project that is a nursing home, assisted living facility, hospital, dormitory, jail, prison, hotel, motel, or housing for the military of the United States of America; or
2.Within the boundaries of, or below, what is or will become any publicly or privately owned parking lot, street, roadway, driveway or right of way.
CG D3 16 ± XTEND Endorsement For Contractors
Greg Byrkit
Docusign Envelope ID: 71E72E57-E67A-4959-A0EC-AF5053EDD2DE Proposed on 06/06/2025 for BOZZUTO & CO INS SVCS
A & B MECHANICAL, INC. - Policy Period 07/01/2025 ± 07/01/2026 Page | 9 Refer to policy for actual terms and conditions
Policy Number CO-2P938083
Other Terms and Conditions
Installation Coverage Form CM T2 41
COVERAGE AND LIMITS OF INSURANCE
Coverage
&RYHUHG3URSHUW\FRQVLVWVRIWKHIROORZLQJLQGLFDWHGE\DQµ;¶
X Property usual to your business
Limits of Insurance
The most we will pay for Covered Property:
LIMIT OF INSURANCE
At each Job Site Location: $200,000
At each Off-Site Fabrication Location: Not Covered
At each Temporary Storage Location: $50,000
At All Covered Locations Combined: $250,000
In Transit $50,000
The applicable Limit of Insurance shown above applies unless a more specific Limit of Insurance is shown in the applicable Supplemental Declarations or elsewhere in this proposal.
Deductible
Deductible applying to Covered Property unless a more specific Deductible for the covered loss is shown in the applicable Supplemental Declarations or elsewhere in this proposal: $1,000 Coinsurance And Valuation
The following Coinsurance Percentage appliHVZKHQLQGLFDWHGE\DQµ;¶
X 100% 90% 80% No Coinsurance Percentage Applies
7KHIROORZLQJ9DOXDWLRQDSSOLHVZKHQLQGLFDWHGE\DQµ;¶
Greg Byrkit
Docusign Envelope ID: 71E72E57-E67A-4959-A0EC-AF5053EDD2DE
Proposed on 06/06/2025 for BOZZUTO & CO INS SVCS
A & B MECHANICAL, INC. - Policy Period 07/01/2025 ± 07/01/2026
Page | 10
Refer to policy for actual terms and conditions
X Replacement
Cost Actual Cash Value
Premium
7KHIROORZLQJ3UHPLXPRSWLRQDSSOLHVZKHQLQGLFDWHGE\DQµ;¶
X Non Reporting
Total Term Premium:$2,674
Other Terms and Conditions
CM B0 90 ± Installation Coverage Extensions And Additional Coverages Supplemental Declarations
COVERAGE EXTENSION LIMIT OF INSURANCE
Document And Data Restoration Costs: $50,000
Expediting Expense And Extra Expense: $25,000
Fire Protective Systems: $75,000
Landscaping Other Than Covered Property: $10,000
Soft Costs: $10,000
Temporary Works Other Than Covered Property: $10,000
Unassigned Property In Or On Your Vehicles: $5,000
ADDITIONAL COVERAGES
Additional Cost Of Construction Materials And Labor: $25,000 Claim Data Expense: $25,000
Construction Contract Penalty: $10,000
Increased Debris Removal: $75,000
Fire Or Police Department Service Charges: $50,000
Pollutant Clean Up And Removal: $50,000
Preservation Of Property: $10,000
Reward Coverage:
25% of covered loss up to a maximum of: $50,000
Rigging Or Disassembling Of Property Services: $10,000
CM U5 81 ± Limited Coverage For Fungus, Wet Rot And Dry Rot Limit of Insurance: $10,000
CM T7 95 ± Collapse Or Imminent Collapse From Flood Or Movement Of The Earth Exclusion CM U3 06 ± Movement by Crane Restriction
Contractors Equipment Coverage Form CM T2 42
COVERAGE AND LIMITS OF INSURANCE
Covered Property
Coverage FRQVLVWVRIWKHIROORZLQJZKHQLQGLFDWHGE\DQµ;¶
X Unscheduled Owned Equipment
Total limit of insurance for all unscheduled owned equipment: $15,000
Limit of insurance for any one unscheduled owned item of equipment: $2,500
Total limit of insurance for all items of Equipment in any one Occurrence: $15,000
Deductible
Greg Byrkit
Docusign Envelope ID: 71E72E57-E67A-4959-A0EC-AF5053EDD2DE
Proposed on 06/06/2025 for BOZZUTO & CO INS SVCS
A & B MECHANICAL, INC. - Policy Period 07/01/2025 ± 07/01/2026
Page | 11
Refer to policy for actual terms and conditions
Deductible applying WRDOOFRYHUHGORVVRUGDPDJHLQGLFDWHGE\DQµ;¶EHORZXQOHVV DPRUHVSHFLILF'HGXFWLEOHIRUWKH covered loss or damage is shown elsewhere in this proposal:
X Dollar Deductible: $1,000
Valuation and Coinsurance
Valuation
The following Valuation applies to the applicable Covered Property:
Unscheduled Owned Equipment:
Actual Cash Value Valuation applies unless replaced by the Optional 9DOXDWLRQLQGLFDWHGE\DQ;¶
X Valuation Determined By Age Of The Equipment ± Number of Years:5
Replacement Cost applies to equipment manufactured up to the number of years indicated above; and
Actual Cash Value applies to equipment manufactured over the number of years indicated above.
Equipment Owned By Others:
The amount for which you are legally liable, not to exceed Replacement Cost.
Coinsurance
The following FRLQVXUDQFHDSSOLHVWR6FKHGXOHG,WHPVZKHQLQGLFDWHGE\DQµ;µ
100% 90% 80% No Coinsurance Applies
Premium
7KHIROORZLQJ3UHPLXPRSWLRQVDSSO\ZKHQLQGLFDWHGE\DQµ;µ
X Scheduled and Unscheduled Owned Equipment
X Non Reporting
Premium $269
Premium Adjustment
Premium Base Values
Estimated Premium Base Amount
Annual Rate Per $100
Inception Premium
Adjustment Rate Per $100
Other Terms and Conditions
CM B0 97 - Contractors Equipment Supplemental Declarations
COVERAGE EXTENSIONS LIMIT OF INSURANCE
Business Personal Property In Job Trailers: $10,000
Document And Data Restoration Costs: $50,000
Fire Protective Systems: $75,000
Hauling Property Of Others: $100,000
Newly Acquired Equipment - Per Item: $250,000
Rental Costs:
Any One Item: $5,000
Any One Occurrence: $25,000
Greg Byrkit
Docusign Envelope ID: 71E72E57-E67A-4959-A0EC-AF5053EDD2DE Proposed on 06/06/2025 for BOZZUTO & CO INS SVCS
A & B MECHANICAL, INC. - Policy Period 07/01/2025 ± 07/01/2026 Page | 12 Refer to policy for actual terms and conditions
Upgrades To Covered Property: $25,000
ADDITIONAL COVERAGES LIMIT OF INSURANCE
Claim Data Expenses: $5,000
Continuing Rental Payments:
Any One Item: $5,000
Any One Occurrence: $25,000
Contract Penalty: $25,000
Debris Removal Increased Limit: $75,000
Employee Tools, Equipment And Clothing:
Any One Item: $1,000
Any One Employee: $2,500
Any One Occurrence: $5,000
Errors Or Unintentional Omissions: $100,000
Expediting Expenses: $25,000
Expendable Supplies: $10,000
Fire Or Police Department Service Charge: $25,000
Lost Warranty Or Service Contract: $10,000
Pollutant Clean Up And Removal: $25,000
Preservation Of Property Expense: $50,000
Reward Coverage: $2,500
Tracking System Deductible Waiver Amount: $10,000
CM U3 41 ± Additional Exclusions
:KHQDQµ;¶LVLQGLFDWHGLQWKHDSSOLFDEOHER[EHORZWKHIROORZLQJH[FOXVLRQVDUHDGGHG
X The weight of any load exceeding the rated li fting capacity of any item of equipment.
X Collision of the boom or jib with any object.
CM U3 50 ± Flood Exclusion
CM U3 66 ± Earth Movement Exclusion
CM U6 04 ± Property Not Covered ± Waterborne Property
Gross Premium: $2,943
Greg Byrkit
Docusign Envelope ID: 71E72E57-E67A-4959-A0EC-AF5053EDD2DE
Proposed on 06/06/2025 for BOZZUTO & CO INS SVCS
A & B MECHANICAL, INC. - Policy Period 07/01/2025 ± 07/01/2026
Page | 13
Refer to policy for actual terms and conditions
Docusign Envelope ID: 71E72E57-E67A-4959-A0EC-AF5053EDD2DE
Proposed on 06/06/2025 for BOZZUTO & CO INS SVCS
A & B MECHANICAL, INC. - Policy Period 07/01/2025 ± 07/01/2026
Page | 14
Refer to policy for actual terms and conditions
Electronic Vandalism Limitation And Other Changes CM U6 17
ELECTRONIC VANDALISM LIMIT OF INSURANCE
Aggregate in any 12 month period of this policy: $10,000
Docusign Envelope ID: 71E72E57-E67A-4959-A0EC-AF5053EDD2DE
Proposed on 06/06/2025 for BOZZUTO & CO INS SVCS
A & B MECHANICAL, INC. - Policy Period 07/01/2025 ± 07/01/2026
Page | 15
Refer to policy for actual terms and conditions
Policy Number 810-2P940380
ISO Business Auto Composite coverage form
COVERAGE AUTO SYMBOL LIMITS
Liability 1 $1,000,000 any one accident
Medical Payments 2 $5,000 Each Insured.
UM BI & PD/Underinsured Motorist 2
As Elected. Named Insured will be
required to complete Uninsured and
Underinsured election forms (for all
states that have an election form), prior
to the effective date of the policy.
Collision 8 , 11 ACV less deductible
Comprehensive 8 , 10 ACV less deductible
Composite deductibles
VEHICLE TYPE COMPREHENSIVE SCOL COLLISION
PRIVATE PASSENGER
TYPE $1,000 $1,000
LIGHT TRUCK $1,000 $1,000
TRAILER
Amendments
Symbol 10 - COMPREHENSIVE COVERAGE APPLIES TO ALL OWNED POWER UNITS EXCEPT TRAILERS
Symbol 11 - COLLISION COVERAGE APPLIES TO ALL OWNED POWER UNITS EXCEPT TRAILERS
x HIRED CAR PHYSICAL DAMAGE CA T0 03
ESTIMATED ANNUAL
COST OF HIRE:
$1,500
COMPREHENSIVE
DEDUCTIBLE:
$500
COLLISION
DEDUCTIBLE:
$1,000
x RENTAL REIMBURSEMENT CA 99 23
NUMBER OF DAYS: 30
AMOUNT PER DAY: $75
Greg Byrkit
Docusign Envelope ID: 71E72E57-E67A-4959-A0EC-AF5053EDD2DE Proposed on 06/06/2025 for BOZZUTO & CO INS SVCS
A & B MECHANICAL, INC. - Policy Period 07/01/2025 ± 07/01/2026 Page | 16 Refer to policy for actual terms and conditions
Composite rating summary
COVERAGE EXPOSURE RATE PREMIUM
PRIVATE PASSENGER
TYPE
COLLISION 1 $563 $563
COMPREHENSIVE 1 $309 $309
LIABILITY 1 $2,347 $2,347
LIGHT TRUCK
COLLISION 20 $352 $7,040
COMPREHENSIVE 20 $135 $2,700
LIABILITY 20 $2,807 $56,140
TRAILER
LIABILITY 1 $307 $307
Greg Byrkit
Docusign Envelope ID: 71E72E57-E67A-4959-A0EC-AF5053EDD2DE
Proposed on 06/06/2025 for BOZZUTO & CO INS SVCS
A & B MECHANICAL, INC. - Policy Period 07/01/2025 ± 07/01/2026
Page | 17
Refer to policy for actual terms and conditions
Composite premium summary
COVERAGE PREMIUM
Liability Premium $58,794.00
Physical Damage Premium $10,612.00
Miscellaneous Coverages Premium $1,484.00
Gross Premium $70,890.00
Taxes and Surcharge $0.00
Total $70,890.00
This policy is composite rated. No mid-year reporting for vehicle additions, changes or deletions unless they are garaged in CA, MA, NY or any other state which requires Travelers to report. After the completion of the policy term, a premium adjustment will be made for mid-year changes during the premium audit.
Commercial Automobile:
x This quotation is based on our understanding that all insured drivers have satisfactory driving records. As part of our underwriting review, we may obtain Motor Vehicle Reports.
x UM/UIM ± If you wish to have Uninsured/Underinsured Motorist coverage(s) limits which differ from the default limits stated in the individual state election offer forms, you will need to complete a valid election prior to policy issuance. For new business, UM/UIM will be quoted with the limit(s) you requested. At the time of policy issuance, if we have not received the individual state(s) election offer form(s), as applicable, your policy will be issued with the default limits as stated in the individual state election offer form(s). Renewals will be issued as per the expiring UM/UIM limit(s) unless a valid updated election on the state offer form is received or we notify you of a change in the law or the interpretation thereof.
Greg Byrkit
Docusign Envelope ID: 71E72E57-E67A-4959-A0EC-AF5053EDD2DE Proposed on 06/06/2025 for BOZZUTO & CO INS SVCS
A & B MECHANICAL, INC. - Policy Period 07/01/2025 ± 07/01/2026 Page | 18 Refer to policy for actual terms and conditions
IMPORTANT INFORMATION CONCERNING YOUR MOTOR VEHICLE INSURANCE
AND DMV REPORTING
States Requiring Electronic Reporting
Where reporting is required for a Comp osite Rated policy, only Policy level information (Policy Number, Named Insured, FEIN, Address) will be electronically subm itted to the DMV system. Individual vehi cle information is not required therefore the DMV must make a manual connection between the VIN an d the policy that was reported. Upon issuance of the policy, it is recommended to take a list of all registered vehicles to the DMV and provide Proof of Insurance to ensure all vehicles are recognized as insured.
The following states require the carri er to electronically report to the DMV System: AK, AZ, CT, FL, ID, LA, MD, NV, NM,
NC, OR, VA
x Recommended Proof of Insurance is a Commercial Fleet ID Card that contains no vehicle specific information. x :KHQ FRPPXQLFDWLQJ ZLWK WKH '09 UHIHUULQJ WR WKH SROLF\ DV ³1RQ-Vehicle Speci ILF´ PD\ DYRLG FRQIXVLRQ ZLWK requirements.
x Registration Renewals cannot be completed online.
The following states require electronic re porting of the individual vehicle information to the State DMV System: California, Massachusetts, and New York.
x Except for Massachusetts, the required Proof of Insurance for California and New York is a Commercial Vehicle Specific ID Card containing vehicle specific information. i.e., Year, Make, Model, and VIN. x Registration Renewals can be completed online.
However, it is important for you to understand state DMV reporting requirements as governmental statutes change frequently.
Commercial Exemption
The following states have a Commercial Exemption and do not require the carrier to electronically report to the DMV System:
AL, AR, CO, DC, GA, IL, KS, KY, MI, MS, MO, MT, NE, NJ, OK, PA, RI, SC, TN, TX, UT, WV, WY x Recommended Proof of Insurance is a Commercial Fleet ID Card that contains no vehicle specific information. x :KHQ FRPPXQLFDWLQJ ZLWK WKH '09 UHIHUULQJ WR WKH SROLF\ DV ³1RQ-9HKLFOH 6SHFLILF´ PD\ DYRLG FRQIXVLRQ ZLWK requirements.
x 6RPHVWDWHVPD\KDYHD³)OHHW´LQGLFDWRUWKDWPXVWEHDSSOLHGWRWKHYHKLFOH x Registration Renewals cannot be completed online.
It is important for you to understand state DMV reporting requirements as governmental statutes change frequently.
Mid-term Changes
Mid-term changes to your fleet can only be reported to DMV if we are made aware of the changes. Providing your agent with timely updates to your fleet will allow timely reporting.
Notice of Suspension
If you receive a Notice of Suspension or Request for Proof of Insurance, it is important to foll ow the instructions on the notice received and respond to the state directly or provide it to your agent for review as soon as possible. A timely reaction to these notices could avoid potential suspensions and fees.
Again, we strongly encourage you to contact your local De partment of Motor Vehicle Office or your Agent for information related to DMV reporting requirements for your Composite auto policy.
Docusign Envelope ID: 71E72E57-E67A-4959-A0EC-AF5053EDD2DE
Proposed on 06/06/2025 for BOZZUTO & CO INS SVCS
A & B MECHANICAL, INC. - Policy Period 07/01/2025 ± 07/01/2026
Page | 19
Refer to policy for actual terms and conditions
Policy Number CUP-2P969895
Coverage information and limits
COVERAGE LIMITS
Aggregate Limits of Liability General Aggregate Limit (other than Products-Completed Operations) $5,000,000
Products-Completed Operations
Aggregate Limit $5,000,000
Occurrence Limit
Occurrence Limit (subject to the
General Aggregate Limit or the
Products-Completed Operations
Aggregate Limit)
$5,000,000
Crisis Management Services
Expenses Limit
All ³Frisis management events´ $50,000
Self-Insured Retention Any one ³occurrence´ $10,000
COVERAGES LIMIT SELF-INSURED RETENTION PREMIUM
Umbrella $5,000,000 $10,000 $33,492.00
Taxes and Surcharges $0.00
TOTAL PREMIUM $33,492.00
Underlying schedule
POLICY
NUMBER
COVERAGE
COMPANY
LIMIT
810 -
002P940380 Auto Liability TCT
Policy Limit 1,000,000
CO -
2P938083
Employee
Benefits TCT
Each Employee 1,000,000
Aggregate 2,000,000
CO -
2P938083 General Liability TCT
General Aggregate 2,000,000
Products-Completed
Ops Aggregate
2,000,000
Personal &
Advertising Injury
1,000,000
Each Occurrence 1,000,000
WC E861674
01 Employers
Liability
GREAT AMERICAN ALLIANCE
INSURANCE COMPANY
Policy Limit 1,000,000
Each Accident 1,000,000
Each Employee 1,000,000
EU 03 04 - Designated Exposure Exclusion - Coverage B
Greg Byrkit
Docusign Envelope ID: 71E72E57-E67A-4959-A0EC-AF5053EDD2DE
Proposed on 06/06/2025 for BOZZUTO & CO INS SVCS
A & B MECHANICAL, INC. - Policy Period 07/01/2025 ± 07/01/2026
Page | 20
Refer to policy for actual terms and conditions
"YOUR WORK" ON OR FOR ANY PROJECT THAT, IN WHOLE OR IN PART, IS OR WILL BECOME ANY SINGLE- OR MULTI-FAMILY HOUSING, ANY RESIDENTIAL CONDOMINIU M, OR ANY RESIDENTIAL APARTMENT. THIS DESCRIPTION DOES NOT INCLUDE "YOUR WORK": 1.ON OR FOR ANY PROJECT THAT IS A NURSING HOME,
ASSISTED LIVING FACILITY, HOSPIT AL, DORMITORY, JAIL, PRISON, HO TEL, MOTEL, OR HOUSING FOR THE MILITARY OF THE UNITED STATES OF AMERICA; OR 2.WITHIN THE BOUNDARIES OF, OR BELOW, WHAT IS OR
WILL BECOME ANY PUBLICLY OR PRIVATELY OWNED PARKING LOT, STREET, ROADWAY, DRIVEWAY OR RIGHT OF WAY.
"YOUR WORK" ON OR FOR ANY PROJECT THAT, IN WHOLE OR IN PART, IS OR WILL BECOME ANY SINGLE- OR MULTI-FAMILY HOUSING, ANY RESIDENTIAL CONDOMINIU M, OR ANY RESIDENTIAL APARTMENT. THIS DESCRIPTION DOES NOT INCLUDE "YOUR WORK": 1.ON OR FOR ANY PROJECT THAT IS A NURSING HOME,
ASSISTED LIVING FACILITY, HOSPIT AL, DORMITORY, JAIL, PRISON, HO TEL, MOTEL, OR HOUSING FOR THE MILITARY OF THE UNITED STATES OF AMERICA; OR 2.WITHIN THE BOUNDARIES OF, OR BELOW, WHAT IS OR
WILL BECOME ANY PUBLICLY OR PRIVATELY OWNED PARKING LOT, STREET, ROADWAY, DRIVEWAY OR RIGHT OF WAY.
Docusign Envelope ID: 71E72E57-E67A-4959-A0EC-AF5053EDD2DE
Proposed on 06/06/2025 for BOZZUTO & CO INS SVCS
A & B MECHANICAL, INC. - Policy Period 07/01/2025 ± 07/01/2026
Page | 21
Refer to policy for actual terms and conditions
The FHGHUDO7HUURULVP5LVN,QVXUDQFH$FWRIDVDPHQGHG ³75,$´
HVWDEOLVKHVDSURJUDPXQGHUZKLFKWKH)HGHUDO
*RYHUQPHQWPD\SDUWLDOO\UHLPEXUVH³,QVXUHG/RVVHV´
DVGHILQHGLQ75,$
FDXVHGE\³$FWV2I7HUURULVP´
DVGHILQHGLQ
75,$
³$FW2I7HUURULVP´LV defined in Section 102(1) of TRIA to mean any act that is certified by the Secretary of the Treasury ± in consultation with the Secretary of Homeland Security and the Attorney General of the United States ± to be an act of terrorism; to be a violent act or an act that is dangerous to human life, property, or infrastructure; to have resulted in damage within the United States, or outside the United States in the case of certain air carriers or vessels or the premises of a United States Mission; and to have been committed by an individual or individuals as part of an effort to coerce the civilian population of the United States or to influence the policy or affect the conduct of the United States Government by coercion.
7KH)HGHUDO*RYHUQPHQW¶VVKDUHRIFRPpensation for such Insured Losses is 80% of the amount of such Insured Losses LQH[FHVVRIHDFK,QVXUHU¶V³,QVXUHU'HGXFWLEOH´
DVGHILQHGLQ75,$
VXEMHFWWRWKH³3URJUDP7ULJJHU´
DVGHILQHGLQ
TRIA).
In no event, however, will the Federal Government be required to pay any portion of the amount of such Insured Losses occurring in a calendar year that in the aggregate exceeds $100 billion, nor will any Insurer be required to pay any portion of such amount provided that such Insurer has met its Insurer Deductible. Therefore, if such Insured Losses occurring in a calendar year exceed $100 billion in the aggregate, the amount of any payments by the Federal Government and any coverage provided by this policy for losses caused by Acts Of Terrorism may be reduced.
For any Workers Compensation and Employers Liability coverage provided by this policy, the charge for such Insured Losses is an additional premium, which is reflected in any Workers Compensation and Employers Liability premium schedule included in this proposal or, if this proposal does not include such premium schedule, is reflected in a Workers Compensation premium summary included with this proposal. Note: terrorism premium charges listed in any such premium schedule or summary are subject to change at any time based on state regulatory action.
For any coverage provided by this policy, other than any Workers Compensation and Employers Liability coverage, that applies to such Insured Losses, the charge for such Insured Losses is included in the premium for such coverage. The charge for such Insured Losses that has been included for any such coverage is the percentage of the premium for such coverage indicated below and does not include any charge for the portion of such Insured Losses covered by the Federal Government under TRIA. Note: terrorism premium charges shown below are subject to change at any time based on state regulatory action.
The charge for such Insured Losses (for any coverage other than any Workers Compensation and Employers Liability coverage) is:
7% of either your total Commercial Property Coverage Part or your total Deluxe Property Coverage Part premium, if applicable, if your primary location is in a Designated City (as listed below). 3% of either your total Commercial Property Coverage Part or your total Deluxe Property Coverage Part premium, if applicable, if your primary location is not in a Designated City (as listed below). 4% of your total Businessowners Coverage Part premium, if applicable, if your primary location is in a Designated City (as listed below).
2% of your total Businessowners Coverage Part premium, if applicable, if your primary location is not in a Designated City (as listed below).
1% of your total Commercial Inland Ma rine Coverage Part premium if applicable. 1% of your total Boiler and Machinery or Equipm ent Breakdown Coverage Part if applicable. 1% of your total premium for any Commercial Liability Coverage included in this policy that is subject to the Federal Terrorism Risk Insurance Act of 2002 as amended. 1% of your total premium for any Commercial Ocean Marine Coverage Part premium if applicable.
Docusign Envelope ID: 71E72E57-E67A-4959-A0EC-AF5053EDD2DE
Proposed on 06/06/2025 for BOZZUTO & CO INS SVCS
A & B MECHANICAL, INC. - Policy Period 07/01/2025 ± 07/01/2026
Page | 22
Refer to policy for actual terms and conditions
Designated Cities are:
Albuquerque, NM El Paso, TX Miami, FL San Antonio, TX
Atlanta, GA Fort Worth, TX Milwaukee, WI San Diego, CA
Austin, TX Fresno, CA Minneapolis, MN San Francisco, CA Baltimore, MD Honolulu, HI Nashville-Davidson, TN San Jose, CA Boston, MA Houston, TX New Orleans, LA Seattle, WA
Charlotte, NC Indianapolis, IN New York, NY St. Louis, MO Chicago, IL Jacksonville, FL Oakland, CA Tucson, AZ
Cleveland, OH Kansas City, MO Oklahoma City, OK Tulsa, OK Colorado Springs, CO Las Vegas, NV Omaha, NE Virginia Beach, VA Columbus, OH Long Beach, CA Philadelphia, PA Washington, DC Dallas, TX Los Angeles, CA Phoenix, AZ Wichita, KS
Denver, CO Memphis, TN Portland, OR
Detroit, MI Mesa, AZ Sacramento, CA
Docusign Envelope ID: 71E72E57-E67A-4959-A0EC-AF5053EDD2DE
Proposed on 06/06/2025 for BOZZUTO & CO INS SVCS
A & B MECHANICAL, INC. - Policy Period 07/01/2025 ± 07/01/2026
Page | 23
Refer to policy for actual terms and conditions
Premium summary
COVERAGE POLICY NUMBER PREMIUM
PROPERTY CO-2P938083 $4,804
GENERAL LIABILITY CO-2P938083 $42,802
EMPLOYEE BENEFITS
LIABILITY
CO-2P938083 $300
INLAND MARINE CO-2P938083 $2,943
AUTO 810-2P940380 $70,890
UMBRELLA CUP-2P969895 $33,492
Total $155,231
Note: The estimated premium shown above may differ from actual premiums shown on the policies and installment bills due to installment charges, estimated taxes and surcharges, as well as rounding.
Payment plan
Direct Bill - 10 Equal
Bill Payment Options can be found at: Travelers.com/AutoPay
Note: The amount of each installment will be reflected on your policy invoicing.
Greg Byrkit
Docusign Envelope ID: 71E72E57-E67A-4959-A0EC-AF5053EDD2DE Proposed on 06/06/2025 for BOZZUTO & CO INS SVCS
A & B MECHANICAL, INC. - Policy Period 07/01/2025 ± 07/01/2026 Page | 24 Refer to policy for actual terms and conditions
Disclosure
Unless accepted, the offer(s) of insurance contained in this proposal expire(s) automatically thirty (30) days after the proposal date referenced on the cover page, or the proposed effective date if earlier. This proposal is not a binding contract of insurance. If you have questions regarding this proposal, please contact your Travelers Representative.
The following outlines the coverage forms, limits of insurance, policy endorsements and other terms and conditions provided in this proposal/quote. Any policy coverages, limits of insurance, policy endorsements, coverage specifications, or other terms and conditions that you have requested that are not included in this proposal/quote have not been agreed to by Travelers. Please review this proposal/quote carefully and if you have any questions, please contact your Travelers representative.
This proposal/quote does not amend, or otherwise affect, the provisions of coverage of any resulting insurance policy issued by Travelers. It is not a representation that coverage does or does not exist for any particular claim or loss under any such policy. Coverage depends on the applicable provisions of the actual policy issued, the facts and circumstances involved in the claim or loss and any applicable law.
Please note that changes in the exposures, limits, or coverages may result in changes in rates and/or account pricing.
Additionally, due to the expense of processing and servicing this account, in the event this quote is not accepted in its entirety, we reserve the right to reprice and reunderwrite this quote.
The policies will also be subject to all state-mandated endorsements.
At our discretion, we may decide to perform an interim test audit during the upcoming policy period to verify the adequacy of the exposure estimates that have been provided to us. If we decide to perform an interim test audit, a Travelers Auditor will contact the insured at the appropriate time to set up an appointment. The results of any interim test audit that we perform will be shared with you as soon as possible after the audit report has been completed.
As Broker/Agent you will be responsible for being aware of and complying with the various legal requirements associated with countersignature in various jurisdictions covered in the policies.
Docusign Envelope ID: 71E72E57-E67A-4959-A0EC-AF5053EDD2DE
Proposed on 06/06/2025 for BOZZUTO & CO INS SVCS
A & B MECHANICAL, INC. - Policy Period 07/01/2025 ± 07/01/2026
Page | 25
Refer to policy for actual terms and conditions
Policy Number CO-2P938083
Coverage and amendments
DESCRIPTION FORM NUMBER
COMMERCIAL PROPERTY CONDITIONS CP 00 90
TABLE OF CONTENTS COMMERCIAL PROPERTY CP T0 00
MORTGAGEE SCHEDULE CP T0 05
COMMERCIAL PROPERTY DECLARATION CP T0 11
BUILDING AND PERSONAL PROPERTY COVERAGE CP T1 00
BUS INC (AND EXTRA EXPENSE) COV FRM CP T1 04
CAUSE OF LOSS-SPECIAL FORM CP T1 08
PROPERTY EXTRA CP T3 38
FUNGUS WET ROT OR DRY ROT AND OTHER CAUS CP T3 68
ELECTRONIC VANDALISM LIMIT & OTHER CHANG CP T3 69
FEDERAL TERRORISM RISK INSURANCE ACT DIS CP T3 81
DIGITAL ASSETS EXCL CP T4 52
Greg Byrkit
Docusign Envelope ID: 71E72E57-E67A-4959-A0EC-AF5053EDD2DE Proposed on 06/06/2025 for BOZZUTO & CO INS SVCS
A & B MECHANICAL, INC. - Policy Period 07/01/2025 ± 07/01/2026 Page | 26 Refer to policy for actual terms and conditions
Policy Number CO-2P938083
Coverage and amendments
DESCRIPTION FORM NUMBER
EXCL-DESIG OPS CVRD BY A CONTROLLED IP CG 21 54
EXCLUSION-LEAD CG D0 76
EXCLUSION - DISCRIMINATION CG D1 42
AMEND-POLL EXCL-INCL LTD COV POLL COST CG D1 73
AMEND-NON CUMULATION OF EACH OCC CG D2 03
EXCL-EXTERIOR INSULATION & FINISH SYSTEM CG D2 04
DESIGNATED PROJECTS(S) GEN AGGR LIMIT CG D2 11
EXCLUSION - SILICA CG D2 40
FUNGI OR BACTERIA EXCLUSION CG D2 43
BLANKET AI-W/COMP OPS IF REQ BY CONTRACT CG D2 46
EXCL-CONSTR MAN ERRORS AND OMISSIONS CG D2 93
DEDUCTIBLE LIABILITY INSURANCE CG D3 05
XTEND ENDORSEMENT FOR CONTRACTORS CG D3 16
EXCL-CLMS OR SUITS BY NAMED INSUREDS CG D3 22
OTHER INS-DESIG ADDL INS-PRIMARY CG D4 26
EXCL - ARCHITECT/ENG/SURVEY PROF SERV CG D5 46
EXCL-VIOLATION OF CONSUMER FIN PROT LAWS CG D6 18
ELECTRONIC DATA LIABILITY COVERAGE CG D8 23
AMENDMENT OF INTELLECTUAL PROPERTY EXCL CG D9 10
EXCLUSION - PFAS CG D9 41
EXCL-VIOLATIONOFBIOMETRICINFOPRIVACYLAWS CG D9 44
EXCL-VIOLATIONOFBIOMETRICINFOPRIVACYLAWS CG D9 48
COMM'L GENERAL LIABILITY DEC CG T0 01
DECLARATIONS PREMIUM SCHEDULE CG T0 07
KEY TO DECLARATIONS PREMIUM SCHEDULE CG T0 08
EMPLOYEE BENEFITS LIAB COV PART DEC CG T0 09
TABLE OF CONTENTS - COM GEN LIAB COV CG T0 34
EMPLOYEE BENEFITS LIAB TABLE OF CONTENTS CG T0 43
GL DECLARATIONS COMPOSITE SCHEDULE CG T0 71
COMMERCIAL GENERAL LIABILITY COV FORM CG T1 00
EMPLOYEE BENEFITS LIABILITY COV FORM CG T1 01
EXC-HAZARD-CONNECTED DESIGNATED EXPOSURE CG T4 81
Greg Byrkit
Docusign Envelope ID: 71E72E57-E67A-4959-A0EC-AF5053EDD2DE
Proposed on 06/06/2025 for BOZZUTO & CO INS SVCS
A & B MECHANICAL, INC. - Policy Period 07/01/2025 ± 07/01/2026
Page | 27
Refer to policy for actual terms and conditions
Policy Number CO-2P938083
CO Common coverage and amendments
DESCRIPTION FORM NUMBER
NUCLEAR ENERGY LIABILITY EXCLUSION IL 00 21
CA CHANGES - ACTUAL CASH VALUE IL 01 02
CA CHANGES IL 01 04
CALIFORNIA CHGS - CANC AND NONRENEWAL IL 02 70
CA CHANGES - REPLACEMENT COST IL F1 00
COMMON POLICY CONDITIONS IL T0 01
COMMON DEC IL T0 02
LOCATION SCHEDULE IL T0 03
CALCULATION OF PREMIUM-COMPOSITE RATE(S) IL T3 02
EXCLUSION OF CERTAIN COMPUTER LOSSES IL T3 55
FED TERRORISM RISK INS ACT DISCLOSURE IL T3 68
EXCL OF LOSS DUE TO VIRUS OR BACTERIA IL T3 82
DESIG PERSON, ORG-NOTICE PROVIDED BY US IL T4 05
AMNDT COMMON POLICY COND-PROHIBITED COVG IL T4 12
CAP ON LOSSES FROM CERT ACTS OF TERRORIS IL T4 14
PROTECTION OF PROPERTY IL T4 40
GENERAL PURPOSE ENDORSEMENT IL T8 03
FLOOD POLICYHOLDER NOTICE PN T0 53
NOTICE INDEPENDENT AGENT AND BROKER COMP PN T4 54
Greg Byrkit
Docusign Envelope ID: 71E72E57-E67A-4959-A0EC-AF5053EDD2DE
Proposed on 06/06/2025 for BOZZUTO & CO INS SVCS
A & B MECHANICAL, INC. - Policy Period 07/01/2025 ± 07/01/2026
Page | 28
Refer to policy for actual terms and conditions
Policy Number CO-2P938083
Coverage and amendments
Inland Marine
DESCRIPTION FORM NUMBER
COMMERCIAL INLAND MARINE CONDITIONS CM 00 01
INSTALLATION COVERAGE FORM DECLARATIONS CM B0 85
INSTALL COV EXT & ADD'L COVS SUPPL DEC CM B0 90
CONTRACTORS EQUIPMENT COVERAGE FORM DEC CM B0 96
CONTRACTORS EQUIPMENT SUPPLEMENTAL DEC CM B0 97
TABLE OF CONTENTS CM T0 11
INSTALLATION COVERAGE FORM CM T2 41
CONTRACTORS EQUIPMENT COVERAGE FORM CM T2 42
FEDERAL TERRORISM RISK INSURANCE ACT DIS CM T3 98
COLLAPSE FROM FL OR MOVEMENT EARTH EXCL CM T7 95
MOVEMENT BY CRANE RESTRICTION CM U3 06
ADDITIONAL EXCLUSIONS CM U3 41
FLOOD EXCLUSION CM U3 50
EARTH MOVEMENT EXCLUSION CM U3 66
LTD COV FOR FUNGUS, WET ROT & DRY ROT CM U5 81
PROPERTY NOT COVERED-WATERBORNE PROP CM U6 04
ELECTRONIC VAND LIMITATION & OTHER CHGS CM U6 17
DIGITAL ASSETS EXCL - DIGITAL CURRENCY CM U6 41
Greg Byrkit
Docusign Envelope ID: 71E72E57-E67A-4959-A0EC-AF5053EDD2DE Proposed on 06/06/2025 for BOZZUTO & CO INS SVCS
A & B MECHANICAL, INC. - Policy Period 07/01/2025 ± 07/01/2026
Page | 29
Refer to policy for actual terms and conditions
Policy Number 810-2P940380
Coverage and amendments
DESCRIPTION FORM NUMBER
OVERPRINT PAGE AUNN1A16
POLICY COVER AUNN2I16
BUSINESS AUTO COVERAGE FORM CA 00 01
CALIFORNIA CHANGES CA 01 43
CALIFORNIA CHANGES - WAIVER OF COLLISION DEDUCTIBLE CA 03 05 CALIFORNIA AUTO MEDICAL PAYMENTS COVERAGE CA 04 24
CALIFORNIA DRIVE OTHER CAR COVERAGE - BROADENED COVERAGE FOR NAMED
INDIVIDUALS
CA 04 26
LESSOR - ADDITIONAL INSURED AND LOSS PAYEE CA 20 01
CALIFORNIA UNINSURED MOTORISTS COVERAGE - BODILY INJURY CA 21 54 RENTAL REIMBURSEMENT COVERAGE CA 99 23
CALIFORNIA AUTOMOBILE LIABILITY INSURANCE IDENTIFICATION CARD CA ID CA BUSINESS AUTO COVERAGE PART DECLARATIONS (ITEMS 1 AND 2) CA T0 01 BUSINESS AUTO COVERAGE PART DECLARATIONS (ITEMS 4 AND 5) CA T0 03
BUSINESS AUTO/AUTO DEALERS/MOTOR CARRIER COVERAGE PART SUPPLEMENTARY
SCHEDULE - ITEM TWO - UNINSURED MOTORISTS COVERAGE AND UNDERINSURED
MOTORISTS COVERAGE
CA T0 30
TABLE OF CONTENTS BUSINESS AUTO COVERAGE FORM CA T0 31
BUSINESS AUTO EXTENSION ENDORSEMENT CA T3 53
LOSS PAYABLE CLAUSE CA T4 45
SHORT TERM HIRED AUTO - ADDITIONAL INSURED AND LOSS PAYEE CA T4 52 AMENDMENT OF EMPLOYEE DEFINITION CA T4 59
BLANKET ADDITIONAL INSURED - PRIMARY AND NON-CONTRIBUTORY WITH OTHER
INSURANCE - CONTRACTORS
CA T4 99
ROADSIDE ASSISTANCE COVERAGE CA T6 25
LONG TERM LEASED AUTOS COVERED AS OWNED AUTOS CA T6 44
COVERAGE DESCRIPTION COVDESC
NUCLEAR ENERGY LIABILITY EXCLUSION ENDORSEMENT (BROAD FORM) IL 00 21 CALIFORNIA CHANGES - CANCELLATION AND NONRENEWAL IL 02 70 COMMON POLICY CONDITIONS IL T0 01
COMMON POLICY DECLARATIONS IL T0 02
LENDER'S CERTIFICATE OF INSURANCE - FORM A IL T0 10
CALCULATION OF PREMIUM - COMPOSITE RATES IL T3 02
AMENDMENT OF COMMON POLICY CONDITIONS - PROHIBITED COVERAGE -
UNLICENSED INSURANCE AND TRADE OR ECONOMIC SANCTIONS
IL T4 12
FORMS, ENDORSEMENTS AND SCHEDULE NUMBERS IL T8 01
CALCULATION OF PREMIUM - COMPOSITE RATES IL T8 25
COMMERCIAL AUTO ROADSIDE ASSISTANCE COVERAGE CARDS PN CB 36 IMPORTANT NOTICE - INDEPENDENT AGENT AND BROKER COMPENSATION PN T4 54
IMPORTANT INFORMATION CONCERNING YOUR MOTOR VEHICLE INSURANCE AND DMV
REPORTING
PN U4 97
COMMERCIAL AUTO TAB PAGE ZZ TA BS CA 01
INTERLINE ENDORSEMENTS TAB PAGE ZZ TA BS IL 01
POLICYHOLDER NOTICES TAB PAGE ZZ TA BS PN 01
Greg Byrkit
Docusign Envelope ID: 71E72E57-E67A-4959-A0EC-AF5053EDD2DE
Proposed on 06/06/2025 for BOZZUTO & CO INS SVCS
A & B MECHANICAL, INC. - Policy Period 07/01/2025 ± 07/01/2026
Page | 31
Refer to policy for actual terms and conditions
Policy Number CUP-2P969895
Coverage and amendments
DESCRIPTION FORM NUMBER
EXCESS FOLLOW-FORM AND UMBRELLA LIABILITY INSURANCE EU 00 01
POLICY DECLARATIONS EXCESS FOLLOW-FORM AND UMBRELLA LIABILITY INSURANCE POLICY
EU 00 02
SCHEDULE OF UNDERLYING INSURANCE EU 00 03
CAP ON LOSSES FROM CERTIFIED ACTS OF TERRORISM AND EXCLUSION OF OTHER
ACTS OF TERRORISM COMMITTED OUTSIDE THE UNITED STATES
EU 00 07
CALIFORNIA CHANGES EU 00 33
COVERAGE FOR FINANCIAL INTEREST IN FOREIGN INSURED ORGANIZATIONS EU 01 44
CLAIMS BY NAMED INSUREDS AGAINST OTHER NAMED INSUREDS EXCLUSION -
COVERAGES A AND B
EU 01 46
DAMAGE TO PROPERTY EXCLUSION - COVERAGE A EU 01 48
NUCLEAR ENERGY LIABILITY EXCLUSION (BROAD FORM) - COVERAGES A AND B EU 02 09
POLLUTION NOT RELATED TO AUTOS EXCLUSION WITH LIMITED EXCEPTIONS -
COVERAGE A
EU 02 16
AMENDMENT OF COVERAGE - DEFINITIONS EU 02 34
DESIGNATED EXPOSURE EXCLUSION - COVERAGE B EU 03 04
AIRCRAFT LIABILITY EXCLUSION INCLUDING SERVICE FOR HIRE WITH LIMITED
EXCEPTION FOR UNMANNED AIRCRAFT - COVERAGES A AND B
EU 03 12
CONSTRUCTION IDENTIFIED HAZARDS EXCLUSIONS - COVERAGE B EU 03 22 DISCRIMINATION EXCLUSION - COVERAGE B EU 03 31
FUNGI OR BACTERIA EXCLUSION - COVERAGE B EU 03 35
LEAD EXCLUSION - COVERAGE B EU 03 44
NON CUMULATION OF OCCURRENCE LIMIT EU 03 46
SILICA OR SILICA-RELATED DUST EXCLUSION - COVERAGE B EU 03 63 INTELLECTUAL PROPERTY EXCLUSION - COVERAGE B EU 04 21
PFAS EXCLUSION - COVERAGE B EU 04 42
VIOLATION OF BIOMETRIC INFORMATION PRIVACY LAWS EXCLUSION - COVERAGE B EU 04 44 FEDERAL TERRORISM RISK INSURANCE ACT DISCLOSURE IL T3 68 IMPORTANT NOTICE - LEAD EXCLUSION PN T1 94
IMPORTANT NOTICE REGARDING INDEPENDENT AGENT AND BROKER COMPENSATION PN T4 54
Greg Byrkit
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