Cities Index.
Attachment A - Cooperative Purchase Agreement

City Council and Concurrent Authorities
December 9, 2025

Document
Attachment A - Cooperative Purchase Agreement
Meeting
December 9, 2025
Body
City Council and Concurrent Authorities
Pages
130
Original file
19.6 MB
Text extracted from the city's file for reading and search. Open the original on legistar1.granicus.com. That file is the official record.

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ATTACHMENT A

EXHIBIT A
Attachment M
Building Services

ATTACHMENT A

EXHIBIT A
Page | 1
Introduction:

Siemens takes a data-driven, integrated approach to building services that are designed and delivered to help you achieve your business objectives. With our outcomes-based approach and a comprehensive portfolio of onsite and remote services, we are your trusted partner to create and implement a data- driven service program tailored specifically to help improve your business.

In addition to our local experts, an integrated team of IT, analysts and smart building experts are prepared to keep a digital eye on your space 24/7/365, identifying and prioritizing your building's needs using real-time performance data.

Our building services are designed to help you:
x Reduce costs
x Meet sustainability and regulatory requirements
x Optimize performance
x Enhance occupant experience
x Drive revenue and growth

Energy and sustainability
How to reduce energy costs
and drive sustainability:
xEnergy saving,
compliance and
standardization
xReduced carbon
footprint
xUse case: Optimize your
environment with
performance data

Asset maintenance
How to enhance operations
and maintenance of your
assets:
x Precise system control
and optimization
x Reduction of operational
cost
x Repair and maintenance
x Use case: Increase
automation system
reliability

Monitoring, reporting and
event resolution
How to create
transparencies to address
event efficiently:
x Incident management
x Facility protection and
safety
x Lifecycle management
x Use case: Increase
uptime through
critical events
monitoring &
response
Scalable managed
services
Let us take responsibility
to achieve your desired
outcomes:
x Workforce
optimization
x Budget consistency,
energy management
x System assurance,
smart buildings
transparency
x Use case: Achieve
precise building
automation system
control
Contact your Siemens Account Management Team for
further details regarding any building services.

ATTACHMENT A

EXHIBIT A
Contact your Siemens Account Management Team for
further details regarding any building services.

Page | 2
Building Automation
Services
Optimizing your HVAC
operations with a holistic
service strategy to maintain
occupant comforta n d
maximize productivity and
energy efficiency.
> Learn more
Mechanical Services
Extends the life of
mechanical equipment and
maintains optimal
performance for increased
energy savings and occupant
comfort.
> Learn more
Electrical Services
Ensures the reliability,
uptime, performance, safety,
and lifecycle management of
the electrical systems
infrastructure.
> Learn more
Fire Safety Services
Ensures critical systems are
operating properly and are in
compliance withl o c a l a n d
national codes and industry
specific requirements.
> Learn more
Security Services
Ensures systems are fully
functional and optimized to
provide protection of people,
assets, and property with
minimal business
interruption.
> Learn more
Energy Services
Ensure buildings and
infrastructure conserve
energy, maximize efficiency,
minimize operating costs and
reduce environmental
impact.
> Learn more
Digital Services
By using data to focus activities on the highest priorities, we help you optimize maintenance workflow and enhance staff productivity. With a comprehensive portfolio of digital services— including cloud-based technology, highly-trained building engineers and service technicians, and proven processes, Siemens helps your building reach new levels of performance. By continuously analyzing your facility’s data, we gain new insights into building conditions and operations.
> Learn more
Contact your Siemens Account Management Team for
further details regarding any building services.

ATTACHMENT A

EXHIBIT A
Contact your Siemens Account Management Team for
further details regarding any building services.

Services that keep systems
performing at their best, as
designed and intended
to operate, help you achieve:
• Optimized comfort, safety,
and security
• Fulfilled regulatory
requirements
• Greater transparency into
critical systems
• Reduced operating risk
Facility Assessment & Planning
In-depth building system
asses
sment and recommenda-
tons, definition of relevant
KPIs, and development of your
service program
Test & Inspection
Regular check-ups to measure
system per
formance compared
to your defined facility and
regulation requirements
and risks
Preventive Services
Services performed on a regular
schedule or based on dat
a
analytics to verify and improve
system state
Documentation Management
Management of critical building
system and com
pliance
information, with organization
and access determined by
your needs
Corrective Services
Immediate response to system
failures or faults t
o restore
functionality and integrity
to desired state
Digital Services
Manage System
Operation & Compliance
Enhance building performance
with improvement measures
that increase productivity and
efficiency; common outcomes
include:
• Enhanced system
performance
• Streamlined operational
processes
• Improved decision-making
through data analytics
Optimization Planning
Planning and prioritization of
impr
ovement measures to
increase building and/or process
performance and efficiencies
Predictive Services
Systems are audited and
monitor
ed to detect
abnormalities or faults, with
recommendations provided
and/or corrective actions taken
System Improvements &
Integ
ration
Enhancements or additions to
your curr
ent system to increase
operational/energy efficiencies,
staff productivity, and system
performance
Training & Operational Support
Training, coaching, and on-site
support t
o increase staff
productivity and knowledge
Managed Services
On-site and/or remote resources
monitor syst
em events and
alarms, and take appropriate
action
Optimize Performance
& Productivity
Enhance Energy
Management & Sustainability
Protect Lifecycle
Investment
Leverage past investments and
address future requirements
with advanced and proven
technology, to achieve
outcomes such as:
• Extended system life
• Maximized return on
investment
• Realized benefits of new
technology
Technology Planning
Consulting services identify
tec
hnology improvement
opportunities that help achieve
performance goals while
leveraging past investments
System Updates / Upgrades
Software upgrades and
firmwar
e updates are
provided, delivering the
most current technology and
functionality
System Migration /
Modernization
Enhancements to your systems
by ele
vating them to the most
current hardware and software
platforms, resulting in increased
functionality and performance
levels
Retrofits & Extensions
Modifications are made
to
existing systems to
accommodate changes to your
facility usage and footprint
New Installation Services
Startup, commissioning, and
ot
her installation services are
completed to ensure new
equipment operates at
maximum performance
Increase the value and
compe
titiveness of buildings
and infrastructure by delivering
solutions that:
• Conserve energy
• Maximize efficiency
• Minimize operating costs
• Reduce environmental
impact
Energy & Sustainability
Master Planning
Strategy and planning services
pro
vide a detailed master plan
to provide budget transparency,
enable improved performance
and sustainability, reduce energy
consumption, and minimize
operational costs
Energy Conservation
Implementing energy
conservation strat
egies reduces
total carbon emissions through
efficiency measures and
minimizes energy spend by
optimizing consumption
Energy Production & Storage
Using innovative design and
simulation tools. ener
gy
production and storage solutions
improve energy efficiency, energy
availability, security of supply,
and carbon reduction
Energy Procurement
With advanced procurement
tec
hnologies and beneficial
contract terms, these tailored
procurement and supply services
reduce costs, reduce risks, and
create certainty
Services that deliver the outcomes you want to achieve.

We’ve structured our service portfolio around achieving the common facility outcomes that help organizations meet their business goals.

Page | 3

ATTACHMENT A

EXHIBIT A
Why Siemens? For the service you deserve.

With the challenges you face every day, you deserve a service provider able to deliver results through a robust and reliable program. With Advisory and Performance Services from Siemens, you have both. You can count on us as your single source for reliable service that ensures system operation, optimizes performance, and protects your facility investment, long-term.

Through services from Siemens, you’ll gain the peace of mind that comes from knowing your building is in the right hands. Only Siemens offers the proven combination of expertise, approach, and service delivery: working together to deliver the business outcomes you need.

Expertise ƒ An industry leader in building technologies for over 100 years, recognized for delivering service
and technology innovations
ƒ Expertise that is proven in the field with more than
30,000 service customers and the most highly trained
professionals in the industry
ƒ A single-source partner with a complete service
portfolio and turnkey capabilities for immediate
and long-term success
ƒ Resolution of over 72% of calls received from customers with remote access capabilities, typically within 30 minutes Integrated Approach ƒ A flexible, scalable approach that aligns services with your unique situation and business goals
ƒ A tailored service program based on an integrated
portfolio of services that delivers value throughout
the lifecycle of your facility
ƒ Regular reporting that demonstrates results and
ensures achievement of your goals
Service Delivery ƒ More than 3,100 local service experts at 100+ offices in North America, committed to delivering world-class service ƒ Dedicated, experienced, and highly trained service
professionals that know your systems and building codes ƒ Smart building and IT experts in our North American Digital Services Center
ƒ Fully-staffed, state-of-the-art, North American Customer Service Center for 24/7 emergency remote response and
technical support
ƒ Certification of company-owned branch offices, proven workflow standards and processes for reliable service delivery ƒ A tradition of superior customer service, satisfaction, and loyalty
Branch OfficeNorth American Customer Service Center Digital Service Center Page | 4
Service Delivery ƒ More than 3,100 local service experts at 100+ offices in North America, committed to delivering world-class service ƒ Dedicated, experienced, and highly trained service
professionals that know your systems and building codes ƒ Smart building and IT experts in our North American Digital Services Center
ƒ Fully-staffed, state-of-the-art, North American Customer Service Center for 24/7 emergency remote response and
technical support
ƒ Certification of company-owned branch offices, proven workflow standards and processes for reliable service delivery ƒ A tradition of superior customer service, satisfaction, and loyalty
Branch OfficeNorth American Customer Service Center Digital Service Center

ATTACHMENT A

EXHIBIT A
Siemens comprehensive service portfolio
helps you achieve all of your service goals.

Planned maintenance
extends lifecycle, protects
investment
Documented results aligned
with your facility’s Key
Performance Indicators,
providing metrics that
demonstrate performance
Predictive services prevent
failures of critical systems
and reduce operating risk
Maximized return on
investment with migration
strategies
Broad portfolio of services
protects your critical spaces
Proper maintenance ensures
reliability and safety
Page | 5

ATTACHMENT A

EXHIBIT A
Siemens Sans Roman 13pt aed qui du lorem sicip ex
eate feuguer lorem dolore boreet illa amod vel ipisis
dolor allem dolor. Estern am volendu.

We know building systems inside and out. Through
Advisory and Performance Services, you have access to
more than 100 services that address every facet of your building. With a tailored approach, we apply our
comprehensive service portfolio to meet your specific
facility objectives and business goals.

We support systems from Siemens and other providers for:
• Building Automation
• Energy
• Mechanical
• Electrical
• Fire Safety
• Security
Scheduled services assure
proper operation, protect
people and property
Optimized strategies
maximize energy efficiency
Digital Service Center
monitors your facility 24/7
to protect your assets and
minimize downtime
Digital Services leverage data
to identify issues before
there are potential problems
Improved building
performance and
operational efficiencies
with integrated building
solutions
Inspection and testing to
comply with applicable codes
and requirements
Optimized systems improve
productivity and minimize
occupant complaints
Page | 6

ATTACHMENT A

EXHIBIT A

Issued By: The Regents of the University of California
RFP ID: UC System-wide Building Management Systems RFP 002815 RFP Date: June 27, 2022
RFP Contact:

| |
The information contained in this Request for Proposal (RFP) is confidential and proprietary to the University of California and is to be used by the recipient solely for the purpose of responding to this RFP.

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AFFIDAVIT OF PUBLICATION
STATE OF OREGON, COUNTY OF MULTNOMAH--ss.

I, Nick Bjork , being first duly sworn, depose and say that I am a Publisher of the Daily Journal of Commerce , a newspaper of general circulation in the counties of CLACKAMAS, MULTNOMAH, and WASHINGTON as defined by ORS 193.010 and 193.020; published at Portland in the aforesaid County and State; that I know from my personal knowledge that the Goods and Services notice described as
11 NE Martin Luther King Jr. Blvd. Suite 201 / Portland, OR 97232-3579 (503) 226-1311
University of California; Bid Location San Diego County; Due 08/11/2022 at 05:00 PM

BUILDING MANAGEMENT SYSTEMS
NOT PROVIDEDCase Number:
a printed copy of which is hereto annexed, was published in the entire issue of said newspaper for 1 time(s) in the following issues:
6/27/2022
Order No.:

Client Reference No:
12131983Susan Passman
Omnia Partners
840 Crescent Centre Dr Ste 600
Franklin, TN 37067-4687
Nick Bjork

SIGNED OR ATTESTED BEFORE ME
ON THE 27th DAY OF June, 2022
Notary Public-State of Oregon
State of Oregon
County of Multnomah
THE
27th
DAY OF
June, 20
Nickkkkkk Bjork
Noooooootaryryrrrr Public-ccccc Sttttttttataa e e e e ofofofooo OOOOOOOOOOOOOrererereeeeerereeeeggog n

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This space for filing stamp only
OR# :

O R A N G E C O U N T Y R E P O R T E R ~ SINCE 1921 ~
600 W. Santa Ana Blvd., Suite 205, Santa Ana, California 92701-4542 Telephone (714) 543-2027 / Fax (714) 542-6841

PROOF OF PUBLICATION
(2015.5 C.C.P.)
State of California )
County of Orange ) ss
Notice Type:

Ad Description:

I am a citizen of the United States and a resident of the State of California; I am over the age of eighteen years, and not a party to or interested in the above entitled matter. I am the principal clerk of the printer and publisher of the ORANGE COUNTY REPORTER, a newspaper published in the English language in the City of Santa Ana, and adjudged a newspaper of general circulation as defined by the laws of the State of California by the Superior Court of the County of Orange, State of California, under date of June 2, 1922, Case No. 13,421. That the notice, of which the annexed is a printed copy, has been published in each regular and entire issue of said newspaper and not in any supplement thereof on the following dates, to-wit:

Executed on: 10/10/2004
At Riverside, California
I certify (or declare) under penalty of perjury that the foregoing is true and correct.

Signature

SAN BERNARDINO COUNTY SUN
473 E CARNEGIE DR #200, SAN BERNARDINO, CA 92408
(909) 889-9666 (909) 884-2536
SB 3599295

SUSAN PASSMAN

OMNIA PARTNERS
840 CRESCENT CENTRE DR #600
FRANKLIN, TN - 37067

RFP - REQUEST FOR PROPOSALS
RFP No. 002815
I am a citizen of the United States and a resident of the State of California; I am over the age of eighteen years, and not a party to or interested in the above entitled matter. I am the principal clerk of the printer and publisher of the SAN BERNARDINO COUNTY SUN, a newspaper published in the English language in the city of SAN BERNARDINO, county of SAN BERNARDINO, and adjudged a newspaper of general circulation as defined by the laws of the State of California by the Superior Court of the County of SAN BERNARDINO, State of California, under date 06/27/1952, Case No. 73081. That the notice, of which the annexed is a printed copy, has been published in each regular and entire issue of said newspaper and not in any supplement thereof on the following dates, to-wit:
06/27/2022, 07/05/2022
07/05/2022

SAN BERNARDINO
!A000006061020!
Email
The University of California, Office
of the President is requesting
proposals from qualified and
experienced firms to provide
Building Management Systems
(RFP No. 002815). In order to be
considered, the Offeror must
complete and submit a proposal to
the University of California, Office
of the President in accordance with
the solicitation documentation
available at
http://www.universityofcalifornia.e
du/.

VIRTUAL PRE-PROPOSAL
CONFERENCE: Wednesday, July
6, 2022, 10:00 am local time. See RFP
for more details.

PROPOSAL DUE DATE:

AUGUST 11
th, BEFORE 5:00 PM
LOCAL TIME. CONTACT: Marilyn
Biscotti, Senior Commodity
Manager, 510-587-6095 or
[email protected].
6/27, 7/5/22
S
SBS-3599295#

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Date: 06/22/2022
Adnum: 407284
Custid: 65540

ADVERTISING PROOF
Customer: OMNIA PARTNERS
Ad Title: Building Management Systems
Lines: 32
^STARTAD^407284^
University of
California
Building Management
Systems
Proposals Due: August 11
The University of California,
Office of the President is request-
ing proposals from qualified and
experienced firms to provide
Building Management Systems
(RFP No. 002815). In order to be
considered, the Offeror must com-
plete and submit a proposal to the
University of California, Office of
the President in accordance with
the solicitation documentation
available at http://www.universi-
tyofcalifornia.edu/.

VIRTUAL PRE-PROPOSAL
CONFERENCE: Wednesday, July
6, 2022, 10:00 am local time. See
RFP for more details.

PROPOSAL DUE DATE:

AUGUST 11th, BEFORE 5:00
PM LOCAL TIME. CONTACT:

Marilyn Biscotti, Senior
Commodity Manager, 510-587-
6095 or Marilyn.biscotti@ucop.
edu.

Date of publication in
the Seattle Daily Journal of
Commerce, June 27, 2022.
6/27(407284)
^ENDAD^407284^
^THE-END^
Date: 06/22/2022
Adnum: 407284
Custid: 65540

ADVERTISING PROOF
Customer: OMNIA PARTNERS
Ad Title: Building Management Systems
Lines: 32
6WDWHRI:DVKLQJWRQ.LQJ&RXQW\

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Web Postings

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From: Solicitations
Bcc: "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]"; "[email protected]";

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Subject: HUB Notification - UC System-wide Building Management Systems RFP 002815 Date: Wednesday, June 29, 2022 10:04:00 AM
Attachments: image003.png
Good morning,

In cooperation with The University of California, the following RFP was listed on our website:

UC System-wide Building Management Systems RFP 002815

You may view a copy of this solicitation at https://public.omniapartners.com/solicitations .

If you have any questions, please follow the instructions provided in the RFP document.

If you are not interested or unable to fulfill the services outlined in this RFP, please disregard this e-mail.

Thank you,

ATTACHMENT A

EXHIBIT A
https://www.omniapartners.com/publicsector

ATTACHMENT A

EXHIBIT A


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Page 16 of 19 ends

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Page 18 of 19 ends

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Page 19 of 19 ends

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ATTACHMENT A

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ATTACHMENT A
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ATTACHMENT A
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EXHIBIT$

ATTACHMENT A


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Page 24 of 24 ends

EXHIBIT$

ATTACHMENT A
Exhibit B:

Insurance Requirements for Agreements Involving Information Technology Consultant or Vendor shall procure and maintain for the duration of the contract insurance against claims for security breaches, system failures, injuries to persons, damages to software, or damages to property (including computer equipment) which may arise from or in connection with the performance of the work hereunder by the Consultant, its agents, representatives, or employees. Consultant shall procure and maintain for the duration of the contract insurance claims arising out of their services and including, but not limited to loss, damage, theft or other misuse of data, infringement of intellectual property, invasion of privacy and breach of data.

MINIMUM SCOPE AND LIMIT OF INSURANCE
Coverage shall be at least as broad as:

1. Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering 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. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit.

2. Automobile Liability: Insurance Services Office Form Number CA 0001 covering, Code 1 (any auto), or if Consultant has no owned autos, Code 8 (hired) and 9 (non-owned), with limit no less than $1,000,000 per accident for bodily injury and property damage.

3. Workers’ Compensation insurance 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 for bodily injury or disease.

4. Cyber Insurance, with limits not less than $2,000,000 per occurrence or claim, $2,000,000 aggregate. Coverage shall be sufficiently broad to respond to the duties and obligations as is undertaken by Consultant in this agreement and shall include, but not be limited to, claims involving security breach, system failure, data recovery, business interruption, cyber extortion, social engineering, infringement of intellectual property, including but not limited to infringement of copyright, trademark, trade dress, invasion of privacy violations, information theft, damage to or destruction of electronic information, release of private information, and alteration of electronic information. The policy shall provide coverage for breach response costs, regulatory fines and penalties as well as credit monitoring expenses.

EXHIBIT B

ATTACHMENT A
Technology Professional Liability Errors & Omissions

Technology Professional Liability Errors and Omissions Insurance appropriate to the Consultant’s profession and work hereunder, with limits not less than $2,000,000 per occurrence. Coverage shall be sufficiently broad to respond to the duties and obligations as is undertaken by the Consultant in this agreement and shall include, but not be limited to, claims involving security breach, system failure, data recovery, business interruption, cyber extortion, social engineering, infringement of intellectual property, including but not limited to infringement of copyright, trademark, trade dress, invasion of privacy violations, information theft, damage to or destruction of electronic information, release of private information, and alteration of electronic information. The policy shall provide coverage for breach response costs, regulatory fines and penalties as well as credit monitoring expenses.

a. The Policy shall include, or be endorsed to include, pproperty damage
liability coverage for damage to, alteration of, loss of, or destruction of electronic data and/or information “property” of the Agency in the care, custody, or control of the Consultant.

If the Consultant maintains broader coverage and/or higher limits than the minimums shown above, the City of Stockton requires and shall be entitled to the broader coverage and/or the higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City of Stockton.

Other Insurance Provisions

The insurance policies are to contain, or be endorsed to contain, the following provisions:

Additional Insured Status
The City of Stockton, its officers, officials, employees, and volunteers are to be covered as insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of the Consultant including materials, parts, or equipment furnished in connection with such work or operations. Coverage can be provided in the form of an endorsement to the Consultant’s insurance, at least as broad as ISO Form CG 20 10 11 85 or both CG 20 10 and CG 20 37 forms if later revisions used. For Vendors ISO Form CG 20 15 12 19 is acceptable. Additional insured Name of Organization shall read “City of Stockton, its officers, officials, employees, and volunteers.” Policy shall cover City of Stockton, its officers, officials, employees, and volunteers for all locations work is done under this contract.

EXHIBIT B

ATTACHMENT A
PPrimary Coverage
For any claims related to this contract, the Consultant’s insurance coverage shall be primary and non-contributory, with coverage at least as broad as ISO CG 20 01 12 19 as respects the City of Stockton, its officers, officials, employees, and volunteers.

Any insurance or self-insurance maintained by the City of Stockton, its officers, officials, employees, or volunteers shall be excess of the Consultant’s insurance, including any excess policies, and shall not contribute with it. This requirement shall also apply to any Excess policies. The City of Stockton does not accept endorsements limiting the Vendor’s insurance coverage to the sole negligence of the Named Insured.

Umbrella or Excess Policy
The Consultant may use Umbrella or Excess Policies to provide the liability limits as required in this agreement. The policies shall be provided on a true “following form” or broader coverage basis, with coverage at least as broad as provided on the underlying CGL insurance.

Notice of Cancellation
Each insurance policy required above shall state that coverage shall not be canceled, except with notice to the City of Stockton.

Waiver of Subrogation
Consultant hereby grants to City of Stockton a waiver of any right to subrogation which any insurer of said Consultant may acquire against the City of Stockton by virtue of the payment of any loss under such insurance. Consultant agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the City of Stockton has received a waiver of subrogation endorsement from the insurer.

Self-Insured Retentions

Self-insured retentions must be declared to and approved by the City of Stockton. The City of Stockton may require the Consultant to purchase coverage with a lower retention or provide proof of ability to pay losses and related expenses within the retention. The policy language shall provide, or be endorsed to provide, that the self- insured retention may be satisfied by either the named insured or City of Stockton.

Acceptability of Insurers
Insurance is to be placed with insurers authorized to conduct business in the state with a current A.M. Best’s rating of no less than A-:VII, unless otherwise acceptable to the City of Stockton.

Claims Made Policies
If any of the required policies provide coverage on a claims-made basis:

EXHIBIT B

ATTACHMENT A

1. The Retroactive Date must be shown and must be before the date of the contract or the beginning of contract work.

2. Insurance must be maintained, and evidence of insurance must be provided ffor
at least five (5) years after completion of the contract of work .

3. If coverage is canceled or non-renewed, and not
replaced with another
claims-made policy form with a Retroactive Date prior to the contract effective date, the Consultant must purchase “extended reporting” coverage for a minimum of five (5) years after completion of contract work.

Verification of Coverage

Consultant shall furnish the City of Stockton with original certificates and amendatory endorsements or copies of the applicable policy language effecting coverage required by this clause. All documents are to be received and approved by the City of Stockton before work commences. However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant’s obligation to provide them. The City of Stockton reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time.

Subcontractors
Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Consultant shall ensure that City of Stockton is an additional insured on insurance required from subcontractors.

Special Risks or Circumstances
City of Stockton reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances.

Certificate Holder Address

The address for mailing certificates, endorsements and notices shall be:

City of Stockton
Its Officers, Officials, Employees and Volunteers
425 N El Dorado Street
Stockton, CA 95202

EXHIBIT B

ATTACHMENT A

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