AGREEMENT TO PROVIDE ON-CALL REAL ESTATE
TITLE AND ESCROW SERVICES
THIS AGREEMENT is made and entered into on this 17th day of March 2026 by and between Chicago Title Company , (“Consultant”), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California (“City”).
RE
CITALS
A. O
n December 10, 2025, the City issued Req uest for Proposal ( “RFP”) No. 25- 145, by which it sought qualified consultants to provide on- call real estate title and escrow services for the City ’s Public Works Agency.
B. C
onsultant submitted a responsive proposal that was among those selected by the City. Consultant represents that it is able and willing to provide the services described in the scope of work that was included in RFP No. 25-145.
C.
In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field.
NO
W THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows:
1. S
COPE OF SERVICES
O
n an on- call basis, and at the City’s sole discretion, Consultant shall perform the services described in the scope of work that was included in RFP No. 25-145, which is attached as Exhibit A, and as more specifically delineated in Consultant’s proposal, which is attached as Exhibit B and incorporated in full.
2. CO
MPENSATION
a. C
ity neither warrants nor guarantees any minimum or maximum compensation to Consultant under this Agreement. Consultant shall be paid only for actual services performed under this Agreement at the rates and charges identified in Exhibit C . Consultant is one of two (2) consultants selected to provide real estate title and escrow services on an on -call basis under RFP 2 5-145. The total compensation for these services provided by all such consultants selected under RFP 25-145 shall not exceed the shared aggregate amount of $300,000 during the term of the Agreement, including any extension periods. b. P
ayment by City shall be made within forty-five (45) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. City and Consultant agree that all payments due and owing under this Agreement shall be made through Automated Clearing House (ACH) transfers. Consultant agrees to execute the City’s standard ACH Vendor Payment Authorization and provide required documentation. Upon verification of the EXHIBIT 2
data pr ovided, the City will be authorized to deposit payments directly into Consultant’s account(s) with financial institutions. Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City.
3. TERM
This Agreement shall commence on th
e date first written above for a one (1) year term expiring March 16, 2027, with the option for the City to grant up to four (4), one (1) year extension(s), exercisable by a writing by the City Manager and the City Attorney, unless terminated earli er in accordance with Section 15, below.
4. INDEPENDENT CONTRACTOR
Consultant shall, during the entire term of this Agreement, be construed to be an independent Consultant and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer -employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in whi ch Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes.
5. OWNERSHIP OF MATERIALS
This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement (“Documents & Data”). Consultant shall require all subcontractors to agree in writing that City is granted a non -exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City’s sole risk.
6. INSURANCE
Insurance requirements are attached hereto as Exhibit D.
7. INDEMNIFICATION
Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents, employees, contractors, special counsel, and representatives from liability: (1) for personal injury, EXHIBIT 2
damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may arise from the negligent operations of the Consultant, its subcontractors, agents, employees, or other persons acting on its behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a thi rd party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent Consultant’s services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant.
8. INTELLECTUAL PROPERTY INDEMNIFICATION
Consultant shall defend and indemnify the City, its officers, agents, representatives, and employees against any and all liability, including costs, for infringement of any United States’ letters patent, trademark, or copyright infringement, including costs, contained in the work product or documents provided by Consultant to the City pursuant to this Agreement.
9. RECORDS
Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable.
Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours.
Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement.
10. CONFIDENTIALITY
If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. “Confidential Information” s hall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, EXHIBIT 2
electronically, or by other means. Confidential information disclosed to either party by any subsidi ary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non- use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City.
11. CONFLICT OF INTEREST CLAUSE
a. Consultant covenants that it presently has no interests and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement.
b. No immediate family members of either the Mayor, City Council Member, or any appointed City Official, including appointed board and commission members, as defined under the City’s Municipal Code, whose position with the City shall award or influence the award of this Agreement, or any competing c ontract or amendment thereof, shall be employed in any capacity by the Consultant or have any other direct or indirect financial benefit or interest in this Agreement.
c. The section also prohibits the awarding of any agreement, contract, grant, or any amendment to those awards, to any former full -time employee for one -year from date of employee separation except for any CalPERS retiree as authorized by City Council resolution
d. The Consultant must comply with all conflict of interest laws, ordinances, and regulations now in effect or hereafter to be enacted during the term of this Agreement. The Consultant warrants that it is not now aware of any facts which conflict with the prohibitions defined above. If the Consultant hereafter becomes aware of any facts that might reasonably be expected to create a conflict of interest, it must immediately make full written disclosure of such facts to the City.
Full written disclosure must include, but is not limited to, identification of all persons implicated and a complete description of all relevant circumstances. Failure to comply with the provisions of this paragraph will be a material breach of this Agreement.
e. Consultant covenants that none of its directors, officers, employees, or agents shall participate in selecting or administrating any subcontract supported (in whole or in part) by City funds stemming from the Agreement where the awarding of the subcontract has any direct or indirect financial benefit or interest to any individual, as defined in subsections (b) and (c) above.
12. NON-DISCRIMINATION
Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, gender identity, gender expression, gender, medical conditions, genetic information, or military and veteran status, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization, promotion, termination or other employment related activities or any services provided under this Agreement. Consultant affirms that it is EXHIBIT 2
an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations.
13. EXCLUSIVITY AND AMENDMENT
This Agreement represents the complete and exclusive statement between the City and Consultant, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail.
This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which is not embodied herein.
14. ASSIGNMENT
Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. N othing in this Agreement shall be construed to limit the City’s ability to have any of the services which are the subject to this Agreement performed by City personnel or by other Consultants retained by City.
15. TERMINATION
This Agreement may be terminated by the City upon thirty (30) days written notice of termination.
In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions:
a. As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product (s) completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate. b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement.
16. WAIVER
No waiver of breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies.
EXHIBIT 2
17. JURISDICTION - VENUE
This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement.
18. PROFESSIONAL LICENSES
Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa An a and all other governmental agencies. Consultant shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement.
19. NOTICE
Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons:
To City:
City Clerk
City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
Fax: 714- 647-6956
With courtesy copies to:
Executive Director, Public Works Agency
City of Santa Ana
20 Civic Center Plaza (M-36)
P.O. Box 1988
Santa Ana, California 92702
FAX: 714-647-5635
To Consultant:
Cheryl Yanez
Sr. Vice President
Chicago Title Company
EXHIBIT 2
601 S. Figueroa Street, Suite 2150
Los Angeles, CA 90017
A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded.
20. MISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney’s fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn.
b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement.
EXHIBIT 2
IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written.
ATTEST: CITY OF SANTA ANA
Jennifer L. Hall Alvaro Nuñez
City Clerk City Manager
APPROVED AS TO FORM:
SONIA R. CARVALHO CONSULTANT:
City Attorney
By:
Kyle Nellesen
Assistant City Attorney
RECOMMENDED FOR APPROVAL:
Rodolfo Rosas, P.E.
Acting Executive Director
Public Works Agency
Cheryl Yanez
Sr. Vice President
EXHIBIT 2
Rodolfo Rosas
Digitally signed by Rodolfo Rosas
DN: cn=Rodolfo Rosas, [email protected], c=US
Date: 2026.03.03 16:02:56 -08'00'
EXHIBIT A
EXHIBIT 2
CITY OF SANTA ANA
REQU
EST FOR PROPOSALS
FOR
ON-CALL REAL ESTATE TITLE AND ESCROW SERVICES
RFP NO. 25-145
INTRODUCTION/BACKGROUND:
The C
ity of Santa Ana is inviting proposals from experienced and responsive consultants (Consultant) to provide real estate title, escrow and related services for various Capital Improvement Projects and other facilities that will be used for public use under the direction of City staff. The Consultant will be expected to provide experienced and knowledgeable professional staff. The Consultant and its staff or representatives shall be responsive and maintain excellent working relationships with City staff and City Right-of-Way Consultants. The Consultant shall be committed to provide adequate staffing levels at all times in order to adhere to established schedules.
SCOPE OF WORK:
The pr
oposal should include the following tasks and fees and any additional tasks and fees deemed necessary by the Consultant shall be clearly identified in the proposal. Additionally, the City reserves the right to provide Notice To Proceed (NTP) for any, all or none of the following optional tasks:
On an
as-needed basis, Proposer is responsible for providing real estate title and escrow services on a timely manner, including but not limited to:
1) Tit
le Research and Reporting
a) Prepare preliminary title reports
i) Update to an existing title report (either ordered by the City or others) ii) Issue new reports and provide copies of all underlying exception and exclusion documents. b) Issue chain of title reports on an exception basis (seldom required). c) Provide other related information and documents of record concerning title to property such as copies of vesting deeds, parcel maps/tract maps, FEMA flood zone designations. d) Litigation guarantees – Issue condemnation litigation or continuation guarantees. e) Prior to closing escrow, Consultant shall order and provide the City with an updated Preliminary Title report to ensure that no new liens and/or encumbrances are recorded on the property/property interests to be acquired by the City. 2) Tit
le Resolution and Support
a) Assist with the development of legal descriptions for:
i) public and private properties; and/or
ii) unrecorded easements, right -of-way or other apparent encumbrances or rights granted by other agencies.
EXHIBIT I
SCOPE O
F SERVICES
EXHIBIT A
EXHIBIT 2
b) Assist the City, its consultants and agents in resolving issues affecting marketable title to properties through, among other things, recordation of corrective instruments and/or other appropriate means.
c) Provide all necessary assistance to the City to clear all exceptions stated in the Preliminary Title report unless waived by the City in writing.
d) Obtain partial release, partial re- conveyance and subordination agreements from the property owners or any party having interest in the property.
e) Assist the City in determining the appropriate amount of title insurance coverage for each property or portfolio (or portion thereof) whether acquired by purchase or without financial consideration and taking into account valuation as determined by appraisal, or by opinion of value from a commercial real estate company.
3) Escro
w and Closing Services
a) Escrow services:
Issue either CLTA or ALTA extended-coverage owner
CLTA 100 Comprehensive
CLTA 103.1A Encroachment Coverage
CLTA 103.4 Access through an easement
CLTA 103.7 Access
CLTA 110.1 Deletion of item from policy
CLTA 116 Location
CLTA 116.1 Survey
CLTA 116.4 Contiguity
CLTA 116.7 Subdivision
CLTA 123.3 Zoning
b) Ensur
e that all conditions present and conditions subsequent provided for in the Purchase Agreement are met and satisfied prior to closing escrow. c) Prepare, subject to review and approval by the City, Escrow Instructions for execution by the City and grantor(s). Consultant shall ensure all legal requirements are satisfied prior to escrow closing. d) Provide comprehensive Escrow Services to the City and owners involved in the related transactions.
e) Prepare all necessary conveyance documents; demand and release of lien/encumbrance documents and submit the same for approval by the City prior to close of escrow. f) Record grant deeds, certificates of acceptance, memoranda of agreements, and related documents required with respect to the transfer of each property in the office of Orange County Recorder.
g) Distribute to the parties originals or copies of executed and/or closing documents. h) Disburse to the party or parties entitled hereto amounts required to be disbursed in connection with the closing of each property transfer transaction. i) Prepare closing settlement statements reflecting pro-rations and funds disbursed through escrow in each property transfer transaction.
j) Provide multilingual services as needed for efficient closing of escrow. 4) Coordi
nation, Reporting, and Administrative Support
a) Meet and coordinate work with other right-of-way consultants as directed by the City. b) Provide additional services related to title, escrow and related services specified above, at hourly rates, the scope of which will be agreed to in writing between the City & Consultant. c) Consultant shall at no cost to the City provide status reports of the requested services on a weekly, bi-weekly, or monthly basis at City’s option.
d) Consultant shall at no cost to the City provide the City and its consultants with password protected access to Consultant’s website dedicated for City’s projects. The website shall contain all copies
EXHIBIT A
EXHIBIT 2
of City ordered reports and other documents will be posted no later than due date agreed upon and indicated on the work authorization. Website access must be available to City throughout the term of the agreement and after expiration for a minimum of 3 months from time all ordered documents and reports have been posted.
FEE PRO
POSAL:
In addit
ion to Section V.G.2 ( Proposal Contents: Cost Proposal) fee schedule shall be structured to correspond to the above mentioned tasks as follows:
The
fee schedule shall include the firm’s standard hourly fee schedule and each task should include an hourly breakdown that corresponds to the task total. A list of all positions and hourly rates for personnel/sub-consultants expected to perform services under this RFP shall be described herein. Hourly rates for personnel not expected to perform services under this RFP shall not be included. At the request of the City, the Consultant shall provide a more detailed fee proposal when a specific project proposal is requested of the Consultant.
The ci
ty reserves the right to add or reduce some of the above tasks and duties as it sees fit. The consultant, serving as staff extension, shall remain sufficiently flexible to meet the needs of the City and of the project.
CIT
Y RESPONSIBILITIES:
The
City will provide information in its possession relevant to the preparation of the required information in the RFP. The City will provide only the staff assistance and the documentation specifically in referred to herein.
• Furnis
h scope of work and provide general direction as needed for the assigned project. • Facilitate meeting space and coordination and City facilities. • Follow City of Santa Ana Invoicing guidelines.
CONSUL
TANT RESPONSIBILITIES:
Consul
tant shall provide all required insurance as outlined in Exhibit II of this RFP.
PAY
MENT AND INVOICING:
Selec
ted Consultant shall invoice the City based on time and material according to the City’s standard invoice template. Tasks and hours shall be clearly identified and all rates must match those included in the approved agreement.
EXHIBIT A
EXHIBIT 2
EXHIBIT B
EXHIBIT 2
RFP NO . 25-145
IN THE CITY OF SANTA ANA
City
of Santa Ana
Attn.: Hayley Gilbert
Public Works Agency; M-36
20 Civic Center Plaza; Ross Annex
Santa Ana, CA 92701
SUBMITTED BY:
CHICAGO TITLE
ATTN: CHERYL YANEZ
725 S. FIGUEROA ST, STE. 200
LOS ANGELES, CA 90017
(213) 488-4315
EXHIBIT B
EXHIBIT 2
TABLE OF CONTENTS
Table of Contents ------------------------------------------------------------------------------------------- 1 Cover Letter -------------------------------------------------------------------------------------------------- 2 Services Provided ------------------------------------------------------------------------------------------- 4 Agreement Statement ------------------------------------------------------------------------------------- 9 Firm and Team Experience ------------------------------------------------------------------------------- 11 Proposed Work Plan/Understanding of Need -------------------------------------------------------- 17 Project Controls-------------------------------------------------------------------------------------------- 19 Carb Fleet Compliance ----------------------------------------------------------------------------------- 22 Certifications ----------------------------------------------------------------------------------------------- 24 References -------------------------------------------------------------------------------------------------- 33
EXHIBIT B
EXHIBIT 2
COVER LETTER
2 EXHIBIT B
EXHIBIT 2
3 EXHIBIT B
EXHIBIT 2
SERVICES PROVIDED
4 EXHIBIT B
EXHIBIT 2
SERVICES PROVIDED
Chicago Title is expecting to complete all the preliminary title reports and address any title issues necessary within the projected timeframe and within the projected budget allocation. Our Operations Manager and Sales Executive will be available to address any issues with staffing or workflow. Our Underwriting Counsel is available as needed to give the attention that your projects deserve.
TITLE RESEARCH AND REPORTING:
Preliminary Title Reports – Title Reports will be delivered in electronic format with hyperlinked documents.
Preliminary reports shall show ownership of specific land parcels along with the encumbrances, all liens (Money Encumbrances) such as general or specific liens, mechanic liens, all tax liens, appurtenant and easement in gross, Public Service Easement/Right of Way, Vacation Documentation of Record, mortgage, trust deeds and legal descriptions. Title reports will remain open for 24 months from the date of the original report.
There are no refunds for the cost of a preliminary title report. A credit can be provided for up to $1000 towards the policy premium if closed within 12 months from the original report date.
Updated Title Reports: - Updated reports will be available within 24 months from original report date.
Work Plan: Within 7 business days based on lot & tract legal descriptions
Title Searches: Chicago Title will provide easement searches and street searches as needed based on the hourly rate with the estimated cost and time frame as approved.
Chain of Title Guarantee: A chronological list of documents comprising of the Record History of Title to a specific parcel of real property. The Chain of Title Report can be deeds only or a full chain of every document recorded for a specific period of time. The report also includes documents (copies of all vesting deeds) from the County Recorder’s Office for a sequence of historical transfers of title for the specific years required.
Work Plan: 5 to 7 days based on lot & tract descriptions
Other Related Information:
Chicago Title shall provide all relevant documentation and records pertaining to the title of the property. This includes, but is not limited to:
Copies of vesting deeds
Parcel maps and/or tract maps
Any other documents of record that establish ownership or property boundaries
Note: FEMA flood zone designations are outside the scope of this request and will not be provided by our team.
Litigation Guaranty: Provides assurances concerning (1) a statement of the present condition of record title to the estate or interest which is the subject of the Guarantee, setting forth the record owner and all record defects in or liens or encumbrances on such title; and (2) a listing of all persons who, according to the public records, would be necessary and proper defendants in the action in order to accomplish its intended purpose, as determined by inquiry and discussion with the attorney. Required information needed to process: Liability Amount, Purpose (condemn, foreclose, quiet title, etc.), Name of Insured, Name of Attorney.
Work Plan: Within 7 to 10 businesses day based on lot & tract legal descriptions
5 EXHIBIT B
EXHIBIT 2
TITLE RESOLUTION AND SUPPORT:
Our team will provide comprehensive title resolution services to ensure clear and marketable title for all properties involved for the insurance of title insurance. Including:
Development of Legal Descriptions: We will assist in preparing accurate legal descriptions for both public and private properties, as well as for unrecorded easements, rights-of-way, and other apparent encumbrances or rights granted by external agencies.
Title Issue Resolution: We will work closely with the City, its consultants, and agents to resolve any issues impacting marketable title. This may involve recordation of corrective instruments or other appropriate measures to ensure compliance and clarity.
Clearing Title Exceptions: Our team will provide support to clear exceptions identified in Preliminary Title Reports, unless specifically waived by the City in writing.
Securing Agreements: Escrow will obtain partial releases, partial reconveyances, and subordination agreements from property owners or any parties with an interest in the property, ensuring smooth transaction processes.
Title Insurance Guidance: We will assist the City in determining the appropriate level of title insurance coverage for each property or portfolio, whether acquired by purchase or without financial consideration.
This will include consideration of appraised values or opinions of value provided by commercial real estate professionals.
Our approach emphasizes accuracy, compliance, and collaboration to minimize risk and ensure timely resolution of all title insurance matters.
Escrow Services: Chicago Title is prepared to provide escrow services as outlined in the RFP, including document handling, disbursements, and closing statements. Regarding Holding Escrows, we offer these services on a case-by-case basis, subject to preapproval by our underwriters.
Policy and Endorsements
The Consultant shall provide escrow services sufficient to issue either a CLTA or ALTA extended-coverage Owner’s Policy of Title Insurance for each property, including the following endorsements/coverages, as applicable and available for the property and transaction type:
CLTA 100 – Comprehensive
CLTA 103.1A – Encroachment Coverage
CLTA 103.4 – Access Through an Easement
CLTA 103.7 – Access
CLTA 110.1 – Deletion of Item from Policy
CLTA 116 – Location
CLTA 116.1 – Survey
CLTA 116.4 – Contiguity
CLTA 116.7 – Subdivision
CLTA 123.3 – Zoning
6 EXHIBIT B
EXHIBIT 2
The Consultant shall coordinate with the title insurer to determine availability and underwriting requirements for each endorsement and obtain all supporting documentation (e.g., surveys, legal descriptions, maps) necessary to satisfy underwriting conditions.
B. Compliance with Purchase Agreement Conditions
The Consultant shall review, track, and ensure satisfaction of all conditions precedent and conditions subsequent set forth in the Purchase Agreement prior to the closing of escrow , including obtaining any required approvals, consents, releases, and deliverables from all parties.
C. Drafting and Administration of Escrow Instructions
The Consultant shall provide Escrow Instructions for execution by the City and the grantor(s), which shall be subject to review and approval by the City . The Consultant shall ensure that all legal requirements are satisfied prior to escrow closing, including statutory notices, acknowledgments, certifications, and any City- specific compliance obligations.
D. Comprehensive Escrow Services
The Consultant shall provide full-service escrow administration to the City and property owners involved in the transactions, including timeline management, status reporting, and proactive issue resolution to facilitate an efficient and timely closing.
E. Conveyance and Lien-Related Documentation
The Consultant shall obtain all necessary conveyance documents and demand and release of lien/encumbrance documents, and shall submit all such documents to the City for review and approval prior to close of escrow. The Consultant shall obtain payoff demands, verify lien satisfactions, and coordinate the clearance of encumbrances in accordance with escrow instructions.
F. Recording
The Consultant shall record grant deeds, certificates of acceptance, memoranda of agreements, and any related documents required for the transfer of each property in the office of the Orange County Recorder. The Consultant shall ensure recordability and compliance with recording standards (formatting, statutory language, signature/acknowledgment requirements, and applicable taxes/fees).
G. Distribution of Documents
Following execution and closing, the Consultant shall distribute originals and/or copies of executed and closing documents to the City and all parties, consistent with escrow instructions and retention requirements.
H. Disbursements
The Consultant shall disburse funds to the party or parties entitled thereto in connection with each closing, consistent with escrow instructions, settlement statements, and applicable laws and regulations.
I. Settlement Statements
The Consultant shall prepare closing settlement statements that accurately reflect pro-rations (e.g., 7 EXHIBIT B
EXHIBIT 2
taxes, assessments, rents) and funds disbursed through escrow for each property transfer transaction.
Draft statements shall be provided to the City for review prior to closing.
J. Multilingual Services
The Consultant shall provide multilingual services as needed to ensure clear communication and efficient closing of escrow, including translation and interpretation support for parties to the transaction.
Coordination, Reporting, and Administrative Support
The Consultant shall provide comprehensive coordination and administrative support services to ensure timely and efficient execution of all tasks under this agreement. These services shall include, but are not limited to, the following:
A. Coordination with Other Consultants
The Consultant shall meet and coordinate work with other right-of-way consultants as directed by the City to maintain alignment of schedules, deliverables, and compliance requirements.
B. Additional Services
The Consultant shall provide additional services related to title, escrow, and other related tasks as specified in this Scope, at hourly rates. The scope of such additional services shall be agreed upon in writing between the City and the Consultant prior to commencement.
C. Status Reporting
The Consultant shall, at no additional cost to the City, provide regular status reports detailing progress on requested services. Reports shall be provided upon request.
D. Secure Document Access
The Consultant shall, at no additional cost to the City, provide the City and its designated consultants with password-protected access to a dedicated project website maintained by the Consultant. This website shall serve as a centralized repository for all City-ordered reports and related documents. All documents shall be posted no later than the agreed-upon due date indicated in the work authorization.
Website access shall remain available to the City throughout the term of the agreement and for a minimum of three (3) months following expiration , ensuring that all ordered documents and reports remain accessible.
8 EXHIBIT B
EXHIBIT 2
AGREEMENT STATEMENT
9 EXHIBIT B
EXHIBIT 2
AGREEMENT STATEMENT
1. FEMA flood zone designations are outside the scope of this request and will not be provided by our team.
10 EXHIBIT B
EXHIBIT 2
FIRM AND TEAM EXPERIENCE
11 EXHIBIT B
EXHIBIT 2
FIRM AND TEAM EXPERIENCE
EXPERIENCE & QUALIFICATIONS: Real estate transactions involving government ownership require specialized legal knowledge and processes. We have the experience and expertise to ensure regulatory and legal compliance in all government real estate transactions. Chicago Title is currently working with many public agencies which indicates that we have the project and management skills to deliver the required projects on time and within budget.
Chicago Title will provide a variety of title and escrow services and provide support and consultation to the City of Santa Ana with title and escrow services.
Chicago Title has served the real estate community for over 175 years, with a history dating back to 1847. We are part of Fidelity National Financial, Inc. (FNF), the largest title insurance group in the world. Our one -stop shop of residential, commercial and development experts keep your transaction project streamlined.
We provide a team of the most qualified, experienced, and reputable professionals in the industry. We underwrite our policies providing greater efficiency and the ability to meet your needs. We provide title services for developed and underdeveloped parcels, privately owned parcels, parcels owned by other government entities, utility companies and/or railroad companies.
Chicago Title Company is a California corporation, and our tax ID number is 36 -3341513 and California Corporate License # C1180444.
The team members assigned to your transactions are:
Cheryl Yanez – Project Manager, Sr. Vice President, National Account Executive Numbers of years in the industry: 45
Chicago Title – (213) 488-4315
725 S. Figueroa Street, Ste 200, Los Angeles, CA 90017
Cheryl Yanez is a Senior Vice President for Chicago Title Insurance Company responsible for business development including growing and maintaining client relations. She specializes in working with real estate attorneys, developers, investors, public agencies, lenders, and brokers involving single and multi-site transactions located throughout the country.
Since July 1979, Cheryl has been with Chicago Title where she has gained an extensive knowledge working in Escrow and in the National Title Division prior to joining the sales force in 1988. She has successfully closed transactions totaling over $3 billion dollars annually with her hard work ethic and dedication to excellence.
Cheryl feels “superior service” is a great responsibility to her clients and strives to make sure that she provides the highest customer satisfaction possible. Her unique style of sales and the loyalty of her clients have consistently ranked her in Chicago Title’s Million Dollar Club as a top producer in the nation.
Joe Goodman – Sr. Vice President and Regional Operations Manager, Commercial/Industrial Division – Numbers of years in the industry: 46 Years
Chicago Title – (213) 612-4183
725 S. Figueroa Street, Ste 200, Los Angeles, CA 90017
Joe Goodman currently serves as Senior Vice President and Regional Manager for Chicago Title Company, where he oversees the company’s Major Accounts in Southern California. These Major Accounts are comprised of the Commercial, Builder Services, Timeshare, and Energy divisions. 12 EXHIBIT B
EXHIBIT 2
Joe started his career in the title business right out of high school in 1975, sorting tax bills with Title Insurance and Trust Company. After working his way upward, he was employed by SAFECO Title Company in 1987, which was later acquired by Chicago Title. Joe began his role in management in 1993 and assumed his current responsibilities in 1996.
A true, personable leader—Joe is the recipient of the FNF Top Performer Award for 10 years running. He takes pride in offering unparalleled customer service and support while helping clients facilitate their complex real estate transactions. Joe and his team consistently deliver quality and resourcefulness to customer transactions while maintaining the utmost professionalism.
Lance Capel – Senior Vice President and NCS Manager
Numbers of years in the industry: 31 Years
Chicago Title – (714) 814-8458
4199 Birch Street, Newport Beach, CA 92660
Lance Capel serves as Senior Vice President of Operations and Sales for Chicago Title Company’s major accounts divisions in Southern California. These Major Accounts are comprised of the Commercial, Builder Services, Time Share and Energy divisions.
Lance joined Chicago Title Company in this role in July 2014, with his primary role being to enhance revenue generation for Chicago Title and the FNF Family of Companies. With over 30 years in the Title industry, he enjoys the blend of dealing with Real Estate Law, Lending, Development, Escrow, and all aspects of real estate transactions.
A positive, yet persistent leader - Lance interfaces with the operations needed to help with the overall client experience. Chicago Title has a rich tradition as being the Industry Standard for handling commercial transactions.
George Saoud – Vice President and State Counsel
Number of years in the industry: 14
Chicago Title – (213) 443-0248
725 S. Figueroa Street, Ste 200, Los Angeles, CA 90017
George Saoud currently serves as the state underwriter and counsel to answer real estate related inquiries of key personnel from numerous California branch offices in Northern and Southern California. George is also appointed as primary counsel for Los Angeles County and as the designated state underwriter for the Territory of Guam. His responsibilities include valuation of risks in issuing title insurance policies on real estate transactions involving bankruptcies, probates, divorce actions, creditors’ rights and mechanic’s liens.
In addition, he regularly interacts with attorneys, real estate brokers, lenders and their clients, and the public on general inquiries as well as giving presentations on various real estate and title related topics.
Mr. Saoud completed both his undergraduate and law degrees from Stetson University in Florida.
Joan Hawkins –Vice President, National Commercial Escrow Officer Numbers of years in the industry: 28 Years
Chicago Title – (213) 612-4161
725 S. Figueroa Street, Ste 200, Los Angeles, CA 90017
Joan Hawkins serves as AVP, Senior Commercial Escrow Officer in the National Commercial Services Division at Chicago Title. Having worked in the title industry for over 28 years, Joan has handled commercial escrows since 2001 with refined planning and organizational skills that balance work, team support and responsibilities in a timely and professional manner.
13 EXHIBIT B
EXHIBIT 2
“I take pride in resolving complex escrow transactions in a methodical manner with my business partners to find appropriate resolutions while maintaining a high level of quality and efficiency.” She thrives under the intensity and demands of the title industry while prioritizing clear communication and quality client services.
Ted Tan – Assistant Vice President, Commercial Title Officer Numbers of years in the industry: 23 Years
Chicago Title – (213) 488-4317
725 S. Figueroa Street, Ste 200, Los Angeles, CA 90017
With over 23 years of experience in the title industry, Ted has consistently delivered exceptional client support throughout every stage of the title process. Beginning his career in 1031 Exchange, Ted quickly advanced to become a Commercial Title Officer. Known for his honesty, reliability, and excellent communication skills, Ted is highly regarded by his clients. His extensive knowledge and dedication make him the ideal professional to manage your next transaction seamlessly.
Leticia Sianez –Assistant Vice President, Executive Sales Coordinator Numbers of years in the industry: 28 Years
Chicago Title – (213) 488-4311
725 S. Figueroa Street, Ste 200, Los Angeles, CA 90017
Leticia has been a dedicated professional in the title industry since 1995, bringing nearly three decades of expertise and commitment to several roles. Leticia’s journey has been marked by significant contributions and growth in both escrow services and national commercial coordination.
Leticia has been a dedicated professional in the title industry since 1995 which includes ten years in Escrow and over fifteen years as a National Commercial Coordinator. Since then, Leticia has transitioned to the role of Executive Sales Coordinator, where she continuously improves processes to enhance efficiency and client satisfaction.
She’s overseen national commercial transactions, coordinating complex deals across multiple states. Prior rolls involved collaborating with attorneys, underwriters, and real estate professionals, managing large -scale projects, and continuously improving processes for enhanced efficiency and client satisfaction. 14 EXHIBIT B
EXHIBIT 2
Relevant Projects Completed Within the Past Five Years
1. City of Los Angeles – 710 E. 111th Place
Escrow No.: 160481-JH
Transaction Type: Sale
Property Value: $160,000,000
Closing Date: January 30, 2025
Description: Managed full title review and escrow coordination for a major municipal property transaction.
Ensured compliance with city and state regulations, resolved title issues, and facilitated timely closing.
2. City of Los Angeles – Gold Line Project
Escrow No.: 209139-JH
Transaction Type: Sale
Property Value: $20,000,000
Closing Date: June 30, 2025
Description: Provided escrow services for transit-related property acquisition. Coordinated with multiple parties to meet strict timelines and regulatory requirements.
3. CRA/LA – Martin Luther King Jr. Blvd & Marlton Ave Parcels Escrow No.: 158143-JH
Transaction Type: Sale
Property Value: $6,000,000
Closing Date: June 11, 2025
Description: Facilitated title clearance and escrow for multiple parcels in a redevelopment project.
Delivered accurate reporting and ensured smooth disbursement of funds.
4. METRO – 3335 Santa Anita Ave
Escrow No.: 2400272A-JH
Transaction Type: Sale
Property Value: $17,900,000
Closing Date: November 30, 2025
Description: Managed escrow and title services for a transportation-related property transaction.
Maintained transparency and compliance throughout the process.
5. County of San Diego – Highway 78
Escrow No.: Mashall Unit
Transaction Type: Sale
Property Value: $5,115,000
Closing Date: May 15, 2025
Description: Oversaw escrow and title resolution for a county property sale. Ensured timely closing and adherence to local regulations.
Ability to Meet City Requirements
Our experience demonstrates:
Expertise in Complex Transactions: Successfully managed high-value and multi-parcel property deals for public agencies.
Regulatory Compliance: Comprehensive understanding of municipal and state requirements for title and escrow processes.
Risk Mitigation: Proactive resolution of title issues to prevent delays and protect public interests. Clear Communication: Provided detailed reporting and consistent updates throughout each transaction.
Timely Execution: All projects were completed on schedule, ensuring smooth property transfers. 15 EXHIBIT B
EXHIBIT 2
Our leadership team has extensive experience managing high -priority municipal projects and is equipped to respond swiftly to any service-related issues.
We will utilize a centralized communication platform for real -time updates and issue resolution.
Cheryl Yanez, Project Manager: 75% dedicated
Leticia Sianez, Commercial Accounts Coordinator: 75% dedicated Sr. Commercial Title Officers: 60% dedicated
National Commercial Title Officer: 60% dedicated
This structure ensures that your project receives the attention and responsiveness it deserves.
Our management team is fully committed to the success of the City of Santa Ana and is prepared to respond immediately to any issues related to the proposed services. We have established clear escalation protocols and direct lines of communication to ensure timely resolution of concerns. 16 EXHIBIT B
EXHIBIT 2
PROPOSED WORK PLAN/UNDERSTANDING OF NEED
17 EXHIBIT B
EXHIBIT 2
PROPOSED WORK PLAN AND UNDERSTANDING OF NEED
Understanding of Scope
We understand that the City of Santa Ana requires a reliable partner to provide comprehensive title and escrow services for property transactions involving public projects. These services must ensure accuracy, compliance with municipal and state regulations, and timely execution to avoid delays in project schedules.
Our role is to act as a neutral facilitator, safeguarding funds, verifying title integrity, and delivering clear documentation throughout the transaction process.
Anticipated Approach
Our approach is structured to provide eƯiciency, transparency, and compliance at every stage:
1. Opening Escrow
o Establish escrow upon receipt of purchase agreement and confirm receipt of initial funds. o Review purchase agreement and transaction terms.
2. Title Examination
o Order and review title searches to identify liens, encumbrances, or ownership issues. o Assist in resolving title defects promptly to ensure clear conveyance.
3. Document Coordination
o Collect and verify all required documents, including deeds, loan instructions, and municipal compliance forms.
o Maintain accurate records and provide updates to the City.
4. Funding and Disbursement
o Secure seller, buyer and lender funds.
o Disburse proceeds according to instructions and pay oƯ any obligations (taxes, liens, fees).
5. Closing and Recording
o Facilitate signing and notarization of documents.
o Record title documents with the appropriate county oƯice. o Deliver final closing statements and documentation.
Special Considerations
Regulatory Compliance: We prioritize adherence to all municipal and state requirements to avoid legal or financial exposure.
Risk Mitigation: Proactive resolution of title issues ensures transactions close on time. Clear Communication: We provide timely updates and detailed reporting to maintain transparency throughout the process.
Deliverables and Implementation Plan
Title report and clearance documentation.
Escrow instructions and closing statements.
Recorded deeds/documents and final statements/closing package.
Implementation Plan and Timeline:
Day 1–5: Open escrow, review agreement, initiate title search (title report may vary based on complexity of search)
Day 6–20: Resolve title issues, collect documents, prepare closing package. Day 21–30: Secure funds, finalize disbursements, complete closing and recording. (Timeline may vary based on transaction complexity.)
18 EXHIBIT B
EXHIBIT 2
PROJECT CONTROLS
19 EXHIBIT B
EXHIBIT 2
Project Controls
Cost Control and Budget Management
Chicago Title employs internal controls to ensure accurate cost management and timely invoicing. Each transaction is tracked through a secure, centralized system that provides real-time visibility into costs and estimate time frames. Our Title Units and accounting teams work collaboratively to review and approve all charges before invoicing, ensuring accuracy. We also provide detailed itemized quotes to clients before opening orders, enabling transparency with every transaction.
Schedule Monitoring and Timely Completion
We utilize structured workflow systems and milestone tracking to monitor schedules and review times. Our team sets clear timelines at the outset of each project and conducts regular progress checks to ensure deadlines are met.
Techniques for On-Time Delivery
Our approach combines technology-driven tools with experienced personnel oversight. By leveraging digital platforms for document management and communication, we streamline approvals. This ensures that all preliminary title reports are completed within proposed time frames without compromising quality.
Quality Assurance / Quality Control (QA/QC)
Our QA/QC process helps with accuracy, compliance, and timely delivery. Every title report undergoes a multi-tier review before finalization. We maintain standardized checklists and verification protocols to eliminate errors and ensure adherence to regulatory requirements.
By combining internal controls, advanced technology, and highly skilled professionals, we deliver superior quality work on schedule and within budget.
APPROACH TO PROJECT MANAGEMENT
Our project management philosophy focuses on precision, transparency, and collaboration to support complex commercial real estate transactions. At Chicago Title, we begin by defining scope, milestones, and responsibilities to ensure clarity from the outset. Leveraging our deep expertise in title and escrow processes for commercial properties, we proactively manage risk, maintain regulatory compliance, and safeguard transaction integrity. Through consistent communication, rigorous quality control, and advanced technology tools, we deliver eƯicient, adaptable solutions that meet client objectives and exceed expectations.
Chicago Title – National Commercial Services (California) currently manages a portfolio of title and escrow projects, including complex commercial real estate transactions, while maintaining capacity for new engagements. We are fully prepared to deliver exceptional service through strategic resource allocation and proactive planning.
Key Highlights:
• Dedicated Project Teams: Experienced title and escrow professionals assigned specifically to this engagement for uninterrupted focus.
20 EXHIBIT B
EXHIBIT 2
• Workload Forecasting: Active monitoring of current and projected commitments to maintain capacity for commercial real estate and escrow services. • Scalable StaƯing: Ability to adjust personnel and resources to meet milestones without compromising accuracy or compliance.
• Contingency Planning: Backup personnel and alternative workflows in place to address unexpected delays or changes, ensuring continuity.
• Proven Track Record: Extensive experience managing multi-party commercial transactions and escrow processes with successful outcomes.
This approach ensures timely delivery, regulatory compliance, and exceptional service throughout the project lifecycle.
21 EXHIBIT B
EXHIBIT 2
CARB FLEET COMPLIANCE
22 EXHIBIT B
EXHIBIT 2
Attachment G
CARB Fleet Compliance
This requirement does not apply to our firm as we do not own or operate a fleet of company vehicles or equipment. Therefore, we do not have a Certificate of Reported Compliance (CRC) to submit. Additionally, no subcontractors with fleets will be engaged for this project. 23 EXHIBIT B
EXHIBIT 2
CERTIFICATIONS (ATTACHMENTS)
24 EXHIBIT B
EXHIBIT 2
25 EXHIBIT B
EXHIBIT 2
26 EXHIBIT B
EXHIBIT 2
27 EXHIBIT B
EXHIBIT 2
28 EXHIBIT B
EXHIBIT 2
29 EXHIBIT B
EXHIBIT 2
30 EXHIBIT B
EXHIBIT 2
31 EXHIBIT B
EXHIBIT 2
32 EXHIBIT B
EXHIBIT 2
REFERENCES
33 EXHIBIT B
EXHIBIT 2
REFERENCES
Los Angeles Unified School District
Antonio Pina
Facilities Contracts- Professional Services and Goods
Email: [email protected]
Phone: 213-241-6900
333 S. Beaudry Ave. 22nd Floor
Los Angeles, CA 90017
Contract No. 1990006.04/4400007202
Term: March 1, 2024 through February 28, 2027
As needed basis, furnish Preliminary Title Reports including underlying documents, Litigation Guaranties for potential right of way parcels, policies of title insurance, record documents, record maps.
Department of Transportation, Caltrans District 8
Raushanah Bow
Associate Gov Program Analyst
Email: [email protected]
Phone: 909-381-2924
464 W. 4th Street., San Bernardino, CA 92401
Contract No. 08A3800
Term: March 1, 2025 through February 29,2028
Multiple-Provider: furnish Preliminary Title Reports including underline documents, Litigation Guaranties for potential right of way parcels, policies of title insurance, record documents, record maps. Escrow Services for San Bernardino County properties.
Department of Transportation, Caltrans District 12
Lilli Peterson
Associate Right of Way Agent
Email: [email protected]
Phone: 424-413-1108
1750 E. 4th Street, Suite 100 Santa Ana, CA 92705
Contract No. 12A2235
Term: September 12, 2025 through September 11, 2030
Multiple-Provider: furnish Preliminary Title Reports including underline documents, Litigation Guaranties for potential right of way parcels, policies of title insurance, record documents, record maps. Real Estate Title and Escrow Services.
Additional References on Next Page
34 EXHIBIT B
EXHIBIT 2
County of Orange CEO and Orange County Public Works
Gina Kim
Assistant Admin and Finance Manager
Email: [email protected]
Phone: 714-385-5522
400 W. Civic Center Dr., 5th Floor, Santa Ana, CA 92701 Contract No. MA-080-22010683
Term: November 1, 2021 through October 31, 2026
Multiple-Provider: Real Estate Title and Escrow Services. Furnish Preliminary Title Reports including underline documents, Litigation Guaranties for potential right of way parcels, policies of title insurance, record documents, record maps.
Los Angeles Department of Water and Power
Jose Ramirez
Contract Administrator
Email: [email protected]
Phone: 213-367-0797
111 North Hope Street, Room L43
Los Angeles, CA 90012
Phone: 213-202-0588
RFP# 90633/47678, Complete Title Services
Term: March 3, 2021 through March 3, 2026
Multiple-Provider: Real Estate Title and Escrow Services. To furnish complete title services on an as- needed basis for the potential real property purchased related to Segment A and Haskell Switching Station of the Barren Ridge- Castaic Transmission project and other ongoing or future real property projects within the contract period. Both of these locations are in Kern and Los Angeles Counties.
35 EXHIBIT B
EXHIBIT 2
EXHIBIT C
EXHIBIT 2
EXHIBIT C
EXHIBIT 2
EXHIBIT C
EXHIBIT 2
EXHIBIT C
EXHIBIT 2
EXHIBIT C
EXHIBIT 2
EXHIBIT C
EXHIBIT 2
EXHIBIT C
EXHIBIT 2
EXHIBIT C
EXHIBIT 2
EXHIBIT C
EXHIBIT 2
EXHIBIT C
EXHIBIT 2
EXHIBIT C
EXHIBIT 2
EXHIBIT C
EXHIBIT 2
EXHIBIT C
EXHIBIT 2
EXHIBIT C
EXHIBIT 2
EXHIBIT C
EXHIBIT 2
EXHIBIT C
EXHIBIT 2
EXHIBIT C
EXHIBIT 2
EXHIBIT C
EXHIBIT 2
EXHIBIT C
EXHIBIT 2
EXHIBIT C
EXHIBIT 2
EXHIBIT D
EXHIBIT 2
EXHIBIT D
Insurance Requirements
Prior to undertaking performance of work under this Agreement, Consultant shall maintain and shall require any subcontractors to obtain and maintain insurance as described below for the entire Term of this Agreement against claims for injuries to persons or damage to property which may arise from or in connection with services, products and materials supplied to City. Total cost of such insurance shall be borne by Consultant.
MINIMUM SCOPE AND LIMIT OF INSURANCE
1. Commercial General Liability (CGL): Insurance Services Office Form CG 00 01covering CGL on an “occurrence” basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $2,000,000 per occurrence and $4,000,000 aggregate. Required policy limits can be met with primary and umbrella/excess insurance policies.
2. Automobile Liability (AL): Insurance Services Office Form CA 00 01 covering Code 1 (any auto), with limits no less than $1,000,000 combined single limits. In the event Consultant does not maintain commercial automobile liability insurance, City will accept evidence of personal automobile insurance, provided that such policy is endorsed for business use and provides coverage with a minimum limit of $1,000,000. Required policy limits can be met with primary and umbrella/excess insurance policies.
3. Workers’ Compensation (WC): as required by the State of California, with Statutory Limits, and Employer’s Liability Insurance with limit of no less than $1,000,000 per accident, policy or employee, for bodily injury or disease. Coverage is not required if Consultant has no employees and signs request to waive such insurance.
4. Professional Liability (PL): with limits no less than $1,000,000 per occurrence or claim, and $2,000,000 aggregate.
If Consultant maintains broader coverage and/or higher limits than the minimum requirements for each line of coverage shown above, City requires and shall be entitled to the broader coverage and/or the higher limits maintained by Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to City.
Other Insurance Provisions
The above required insurance policies are to contain or be endorsed to contain the following provisions:
1. City, its City Council, its officers, officials, employees, agents, and volunteers are to be covered as additional insureds, under Consultant’s CGL and AL policies, with respect to any liability arising out of work or operations performed by or on behalf of the Consultant including materials, parts, equipment, and personnel furnished in connection with such work or operations.
2. Consultant’s Insurance company(ies) agrees to waive all rights of subrogation against City, its City Council, its officers, officials, employees, agents, and volunteers for losses paid under the terms of Consultant’s CGL, AL, and WC policies which arise from work performed by Consultant under this Agreement.
EXHIBIT 2
EXHIBIT D
3. For any claims related to this contract, Consultant’s insurance coverage shall be primary and any insurance maintained by City, its City Council, its officers, officials, employees, agents, or volunteers shall not contribute with it.
4. A severability of interest provision must apply for all the additional insureds, ensuring that Consultant’s insurance shall apply separately to each insured against whom a claim is made or suit is brought, except with respect to the insurer’s limits of liability.
5. Insurance policies required herein shall provide that coverage shall not be canceled, suspended, voided, reduced in coverage or in limits, non-renewed by the carrier, or materially changed except after thirty (30) days prior written notice has been given to City. Ten (10) days prior written notice shall be provided to City for policy cancellation or non-renewal due to non- payment of premium.
6. Certificate Holder on each Evidence of Insurance certificate shall be: City of Santa Ana, Attention: Keri Buck, 20 Civic Center Plaza, M-43, Santa Ana, CA 92701. The name and location of project must be included in the Description of Operations section of each certificate.
Self-Insured Retentions
Self-insured retentions must be declared to and approved by the City. The City may require the Consultant to purchase coverage with a lower retention or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention.
Acceptability of Insurers
Insurance is to be placed with insurers authorized to conduct business in the State of California with a current A.M. Best rating of no less than A:VII, unless otherwise acceptable to City.
Verification of Coverage
Consultant shall furnish City with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage required by this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing all policy endorsements before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive Consultant’s obligation to provide them.
City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time.
Special Risks or Circumstances
City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances.
EXHIBIT 2