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HomeMy WebLinkAbout2011 CON Georgie Stillman - Kimball House MuseumAGREEMENT BY AND BETWEEN THE CITY OF NATIONAL CITY AND GEORGIE STILLMAN, ASA THIS AGREEMENT is entered into this 25th day of April, 2011, by and between the CITY OF NATIONAL CITY, a municipal corporation (the "CITY"), and Georgie Stillman, an ASA and USPAP Certified, Professional Appraiser (the "CONTRACTOR"). RECITALS WHEREAS, the CITY desires to employ a CONTRACTOR to provide appraisal services for furnishings contained in the Kimball House museum. WHEREAS, the CITY has determined that the CONTRACTOR is qualified by experience and ability to perform the services desired by the CITY, and the CONTRACTOR is willing to perform such services. NOW, THEREFORE, THE PARTIES HERETO DO MUTUALLY AGREE AS FOLLOWS: 1. ENGAGEMENT OF CONTRACTOR. The CITY hereby agrees to engage the CONTRACTOR and the CONTRACTOR hereby agrees to perform the services hereinafter set forth in accordance with all terms and conditions contained herein. The CONTRACTOR represents that all services required hereunder will be performed directly by the CONTRACTOR or under direct supervision of the CONTRACTOR. 2. SCOPE OF SERVICES. The CONTRACTOR will perform services as set forth in the attached Exhibit "A". The CONTRACTOR shall be responsible for all research and reviews related to the work and shall not rely on personnel of the CITY for such services, except as authorized in advance by the CITY. The CONTRACTOR shall appear at meetings as needed to keep staff and City Council advised of the progress on the project. The CITY may unilaterally, or upon request from the CONTRACTOR, from time to time reduce or increase the Scope of Services to be performed by the CONTRACTOR under this Agreement. Upon doing so, the CITY and the CONTRACTOR agree to meet in good faith and confer for the purpose of negotiating a corresponding reduction or increase in the compensation associated with said change in services, not to exceed a factor of 10% from the base amount. 3. PROJECT COORDINATION AND SUPERVISION. Brenda E. Hodges, Community Services Director hereby is designated as the Project Coordinator for the CITY and will monitor the progress and execution of this Agreement. The CONTRACTOR shall assign a single Project Director to provide supervision and have overall responsibility for the progress and execution of this Agreement for the CONTRACTOR. Georgie Stillman thereby is designated as the Project Coordinator for the CONTRACTOR. 4. COMPENSATION AND PAYMENT. The compensation for the CONTRACTOR shall be based on actual work performed. Billings shall include labor classifications, respective rates consistent with Exhibit 'A'. Invoices will be processed for payment and remitted within thirty (30) days from receipt of invoice, provided that work is accomplished consistent with Exhibit "A" as determined by the CITY. The CONTRACTOR shall maintain all books, documents, papers, employee time sheets, accounting records, and other evidence pertaining to costs incurred and shall make such materials available at its office at all reasonable times during the term of this Agreement and for three (3) years from the date of final payment under this Agreement, for inspection by the CITY and for furnishing of copies to the CITY, if requested. 5. ACCEPTABILITY OF WORK. The City shall decide any and all questions which may arise as to the quality or acceptability of the services performed and the manner of performance, the acceptable completion of this Agreement and the amount of compensation due. In the event the CONTRACTOR and the City cannot agree to the quality or acceptability of the work, the manner of performance and/or the compensation payable to the CONTRACTOR in this Agreement, the City or the CONTRACTOR shall give to the other written notice. Within ten (10) business days, the CONTRACTOR and the City shall each prepare a report which supports their position and file the same with the other party. The City shall, with reasonable diligence, determine the quality or acceptability of the work, the manner of performance and/or the compensation payable to the CONTRACTOR. 6. LENGTH OF AGREEMENT. On -Site inspection, listing and photography to be started June 1, 2011. Appraisal to be completed, and final reports/documents submitted to the City by July 15, 2011. 7. DISPOSITION AND OWNERSHIP OF DOCUMENTS. The Memoranda, Reports, Maps, Drawings, Plans, Specifications and other documents prepared by the CONTRACTOR for this Project, whether paper or electronic, shall become the property of the CITY for use with respect to this Project, and shall be turned over to the CITY upon completion of the Project, or any phase thereof, as contemplated by this Agreement. Contemporaneously with the transfer of documents, the CONTRACTOR hereby assigns to the CITY and CONTRACTOR thereby expressly waives and disclaims, any copyright in, and the right to reproduce, all written material, drawings, plans, specifications or other work prepared under this agreement, except upon the CITY's prior authorization regarding reproduction, which authorization shall not be unreasonably withheld. The CONTRACTOR shall, upon request of the CITY, execute any further document(s) necessary to further effectuate this waiver and disclaimer. The CONTRACTOR agrees that the CITY may use, reuse, alter, reproduce, modify, assign, transfer, or in any other way, medium or method utilize the CONTRACTOR's written work product for the CITY's purposes, and the CONTRACTOR expressly waives and 2 City's Standard Agreement — June 2008 revision disclaims any residual rights granted to it by Civil Code Sections 980 through 989 relating to intellectual property and artistic works. Any modification or reuse by the CITY of documents, drawings or specifications prepared by the CONTRACTOR shall relieve the CONTRACTOR from liability under Section 14 but only with respect to the effect of the modification or reuse by the CITY, or for any liability to the CITY should the documents be used by the CITY for some project other than what was expressly agreed upon within the Scope of this project, unless otherwise mutually agreed. 8. INDEPENDENT CONTRACTOR. Both parties hereto in the performance of this Agreement will be acting in an independent capacity and not as agents, employees, partners or joint venturers with one another. Neither the CONTRACTOR nor the CONTRACTOR'S employees are employee of the CITY and are not entitled to any of the rights, benefits, or privileges of the CITY's employees, including but not limited to retirement, medical, unemployment, or workers' compensation insurance. This Agreement contemplates the personal services of the CONTRACTOR and the CONTRACTOR's employees, and it is recognized by the parties that a substantial inducement to the CITY for entering into this Agreement was, and is, the professional reputation and competence of the CONTRACTOR and its employees. Neither this Agreement nor any interest herein may be assigned by the CONTRACTOR without the prior written consent of the CITY. Nothing herein contained is intended to prevent the CONTRACTOR from employing or hiring as many employees, or subcontractors, as the CONTRACTOR may deem necessary for the proper and efficient performance of this Agreement. All agreements by CONTRACTOR with its subCONTRACTOR(s) shall require the subCONTRACTOR to adhere to the applicable terms of this Agreement. 9. CONTROL. Neither the CITY nor its officers, agents or employees shall have any control over the conduct of the CONTRACTOR or any of the CONTRACTOR's employees except as herein set forth, and the CONTRACTOR expressly agrees not to represent that the CONTRACTOR or the CONTRACTOR's agents, servants, or employees are in any manner agents, servants or employees of the CITY, it being understood that the CONTRACTOR, its agents, servants, and employees are as to the CITY wholly independent CONTRACTORs and that the CONTRACTOR's obligations to the CITY are solely such as are prescribed by this Agreement. 10. COMPLIANCE WITH APPLICABLE LAW. The CONTRACTOR, in the performance of the services to be provided herein, shall comply with all applicable State and Federal statutes and regulations, and all applicable ordinances, rules and regulations of the City of National City, whether now in force or subsequently enacted. The CONTRACTOR, and each of its subCONTRACTORs, shall obtain and maintain a current City of National City business license prior to and during performance of any work pursuant to this Agreement. 11. LICENSES, PERMITS, ETC. The CONTRACTOR represents and covenants that it has all licenses, permits, qualifications, and approvals of whatever nature that are legally required to practice its profession. The CONTRACTOR represents and covenants that the CONTRACTOR shall, at its sole cost and expense, keep in effect at all times during the term of this Agreement, any license, permit, or approval which is legally required for the CONTRACTOR to practice its profession. 3 City's Standard Agreement — June 2008 revision f 12. LABOR COMPLIANCE PROGRAM A. Pursuant to Labor Code Section 1771.7, the City has implemented and shall enforce a Labor Compliance Program (LCP). The Contractor, and any subcontractors, is required to comply with the requirements of the City's LCP, and applicable provisions of the Labor Code and Federal, State, and local laws related to Labor. The Contractor hereby expressly agrees to comply with the requirements of the City's LCP, and applicable provisions of the Labor Code and Federal, State, and local laws related to Labor at no additional cost to the City. B. The City's LCP includes, but is not limited to, provisions requiring the Contractor to comply with the prevailing rates of wages, maintenance and submission of weekly certified payroll records, employment of apprentices, compliance with legal hours of work, and debarment as set forth in the Articles herein. The City's LCP also requires the Contractor to attend a pre -construction meeting and allow City representatives to conduct on site interviews of workers to ensure that prevailing wages are being paid. Failure to comply with these provisions or any other provisions of the City's LCP shall result in the withholding of Contract payments by the City. The Contractor expressly acknowledges these provisions and agrees to comply with these provisions and any provisions in the City's LCP. C. The Contractor shall require subcontractors to comply with these provisions at no additional cost to the City. 13. PREVAILING RATES OF WAGES A. The Contractor is aware of the requirements of Califomia Labor Code Sections 1720 et seq. and 1770 et seq., as well as California Code of Regulations, Title 8, Section 16000 et seq. ("Prevailing Wage Laws"), which require the payment of prevailing wage rates and the performance of other requirements on certain "public works" and "maintenance" projects. Since this Project involves an applicable "pubic works" or "maintenance" project, as defined by the Prevailing Wage Laws, and since the total compensation is $2,000 or more, Contractor agrees to fully comply with such Prevailing Wage Laws. The Contractor shall obtain a copy of the prevailing rates of per diem wages at the commencement of this Agreement from the website of the Division of Labor Statistics and Research of the Department of Industrial Relations located at www.dir.ca.gov/dlsr/. In the alternative, the Contractor may view a copy of the prevailing rates of per diem wages at the City Engineers office. Contractor shall make copies of the prevailing rates of per diem wages for each craft, classification or type of worker needed to perform work on the Project available to interested parties upon request, and shall post copies at the Contractor's principal place of business and at the Project site. Contractor shall defend, indemnify and hold the City, its elected officials, officers, employees and agents free and harmless from any claims, liabilities, costs, penalties or interest arising out of any failure or allege failure to comply with the Prevailing Wage Laws and/or the City's LCP. B. The Contractor and each subcontractor shall forfeit as a penalty to the City not more than fifty dollars ($50) for each calendar day, or portion thereof, for each worker paid less than the stipulated prevailing wage rate for any work done by him, or by any subcontract under him, in violation of the provisions of the California Labor Code. The difference between such stipulated prevailing wage rate and the amount paid to each worker for each calendar day or portion thereof for which each worker was paid less than the stipulated prevailing wage rate shall be paid to each worker by the Contractor. C. As a further material part of this Contract, Contractor agrees to hold harmless and indemnify the City, its elected officials, officers, employees and agents from any and all claims, liability, loss, costs, damages, expenses, fines and penalties, of whatever kind or nature, including all costs of defense and attorneys' fees, arising from any alleged failure of Contractor or its subcontractors to comply with the prevailing wage laws of the State of California. If the City or any of the indemnified parties are named as a party in any dispute arising from the failure of 4 City's Standard Agreement — June 2008 revision Contractor or its subcontractors to pay prevailing wages, Contractor agrees that the City and the other indemnified parties may appoint their own independent counsel, and Contractor agrees to pay all attorneys' fees and defense costs of the City and the other indemnified parties as billed, in addition to all other damages, fines, penalties and losses incurred by the City and the other indemnified parties as a result of the action. 14. STANDARD OF CARE. A. The CONTRACTOR, in performing any services under this Agreement, shall perform in a manner consistent with that level of care and skill ordinarily exercised by members of the CONTRACTOR'S trade or profession currently practicing under similar conditions and in similar locations. The CONTRACTOR shall take all special precautions necessary to protect the CONTRACTOR's employees and members of the public from risk of harm arising out of the nature of the work and/or the conditions of the work site. B. Unless disclosed in writing prior to the date of this agreement, the CONTRACTOR warrants to the CITY that it is not now, nor has it for the five (5) years preceding, been debarred by a governmental agency or involved in debarment, arbitration or litigation proceedings concerning the CONTRACTOR's professional performance or the furnishing of materials or services relating thereto. C. The CONTRACTOR is responsible for identifying any unique products, treatments, processes or materials whose availability is critical to the success of the project the CONTRACTOR has been retained to perform, within the time requirements of the CITY, or, when no time is specified, then within a commercially reasonable time. Accordingly, unless the CONTRACTOR has notified the CITY otherwise, the CONTRACTOR warrants that all products, materials, processes or treatments identified in the project documents prepared for the CITY are reasonably commercially available. Any failure by the CONTRACTOR to use due diligence under this sub -paragraph will render the CONTRACTOR liable to the CITY for any increased costs that result from the CITY's later inability to obtain the specified items or any reasonable substitute within a price range that allows for project completion in the time frame specified or, when not specified, then within a commercially reasonable time. 15. NON-DISCRIMINATION PROVISIONS. The CONTRACTOR shall not discriminate against any employee or applicant for employment because of age, race, color, ancestry, religion, sex, sexual orientation, marital status, national origin, physical handicap, or medical condition. The CONTRACTOR will take positive action to insure that applicants are employed without regard to their age, race, color, ancestry, religion, sex, sexual orientation, marital status, national origin, physical handicap, or medical condition. Such action shall include but not be limited to the following: employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination, rates of pay or other forms of compensation, and selection for training, including apprenticeship. The CONTRACTOR agrees to post in conspicuous places available to employees and applicants for employment any notices provided by the CITY setting forth the provisions of this non-discrimination clause. 16. CONFIDENTIAL INFORMATION. The CITY may from time to time communicate to the CONTRACTOR certain confidential information to enable the CONTRACTOR to effectively perform the services to be provided herein. The CONTRACTOR shall treat all such information as confidential and shall not disclose any part thereof without the prior written consent of the CITY. The CONTRACTOR shall limit the use and circulation of such information, even within its own organization, to the extent necessary to perform the services to be provided herein. The foregoing obligation of this Section 13, however, shall not apply to any part of the information that (i) has been disclosed in publicly available sources of information; (ii) is, through no fault of the CONTRACTOR, hereafter disclosed in publicly 5 City's Standard Agreement — June 2008 revision available sources of information; (iii) is already in the possession of the CONTRACTOR without any obligation of confidentiality; or (iv) has been or is hereafter rightfully disclosed to the CONTRACTOR by a third party, but only to the extent that the use or disclosure thereof has been or is rightfully authorized by that third party. The CONTRACTOR shall not disclose any reports, recommendations, conclusions or other results of the services or the existence of the subject matter of this Agreement without the prior written consent of the CITY. In its performance hereunder, the CONTRACTOR shall comply with all legal obligations it may now or hereafter have respecting the information or other property of any other person, firm or corporation. CONTRACTOR shall be liable to CITY for any damages caused by breach of this condition, pursuant to the provisions of Section 14. 17. INDEMNIFICATION AND HOLD HARMLESS. The CONTRACTOR agrees to defend, indemnify, and hold harmless the City of National City, its officers and employees, against and from any and all liability, loss, damages to property, injuries to, or death of any person or persons, and all claims, demands, suits, actions, proceedings, reasonable attorneys' fees, and defense costs, of any kind or nature, including workers' compensation claims, of or by anyone whomsoever, resulting from or arising out of the CONTRACTOR's negligent performance of this Agreement. 18. WORKERS' COMPENSATION. The CONTRACTOR shall comply with all of the provisions of the Workers' Compensation Insurance and Safety Acts of the State of California, the applicable provisions of Division 4 and 5 of the California Government Code and all amendments thereto; and all similar state or Federal acts or laws applicable; and shall indemnify, and hold harmless the CITY and its officers, and employees from and against all claims, demands, payments, suits, actions, proceedings and judgments of every nature and description, including reasonable attomey's fees and defense costs presented, brought or recovered against the CITY or its officers, employees, or volunteers, for or on account of any liability under any of said acts which may be incurred by reason of any work to be performed by the CONTRACTOR under this Agreement. 19. INSURANCE. The CONTRACTOR, shall purchase and maintain, and shall require its subCONTRACTORs, when applicable, to purchase and maintain throughout the term of this agreement, the following insurance policies: A. Errors & Omissions Insurance with limits of $250,000 per occurrence / $500,000 aggregate covering errors and omissions arising out of the operation of the agreement. B. In lieu of Workers' Compensation insurance, contractor must sign/submit the City's Worker's Compensation Declaration form. C. The aforesaid policies shall constitute primary insurance as to the CITY, its officers, employees, and volunteers, so that any other policies held by the CITY shall not contribute to any loss under said insurance. Said policies shall provide for thirty (30) days prior written notice to the CITY of cancellation or material change. D. If required insurance coverage is provided on a "claims made" rather than "occurrence" form, the CONTRACTOR shall maintain such insurance coverage for zero years after expiration of the term (and any extensions) of this Agreement. In addition, the "retro" date must be on or before the date of this Agreement. E. Any aggregate insurance limits must apply solely to this Agreement. 6 City's Standard Agreement — June 2008 revision F. Insurance shall be written with only Califomia admitted companies which hold a current policy holder's alphabetic and financial size category rating of not less than A VIII according to the current Best's Key Rating Guide, or a company equal financial stability that is approved by the City's Risk Manager. In the event coverage is provided by non -admitted "surplus lines" carriers, they must be included on the most recent California List of Eligible Surplus Lines Insurers (LESLI list) and otherwise meet rating requirements. G. This Agreement shall not take effect until certificate(s) or other sufficient proof that these insurance provisions have been complied with, are filed with and approved by the CITY's Risk Manager. If the CONTRACTOR does not keep all of such insurance policies in full force and effect at all times during the terms of this Agreement, the CITY may elect to treat the failure to maintain the requisite insurance as a breach of this Agreement and terminate the Agreement as provided herein. H. All deductibles and self -insured retentions in excess of $10,000 must be disclosed to and approved by the CITY. 20. LEGAL FEES. If any party brings a suit or action against the other party arising from any breach of any of the covenants or agreements or any inaccuracies in any of the representations and warranties on the part of the other party arising out of this Agreement, then in that event, the prevailing party in such action or dispute, whether by final judgment or out -of -court settlement, shall be entitled to have and recover of and from the other party all costs and expenses of suit, including attorneys' fees. For purposes of determining who is to be considered the prevailing party, it is stipulated that attorney's fees incurred in the prosecution or defense of the action or suit shall not be considered in determining the amount of the judgment or award. Attorney's fees to the prevailing party if other than the CITY shall, in addition, be limited to the amount of attorney's fees incurred by the CITY in its prosecution or defense of the action, irrespective of the actual amount of attorney's fees incurred by the prevailing party. 21. MEDIATION/ARBITRATION. If a dispute arises out of or relates to this Agreement, or the breach thereof, the parties agree first to try, in good faith, to settle the dispute by mediation in San Diego, California, in accordance with the Commercial Mediation Rules of the American Arbitration Association (the "AAA") before resorting to arbitration. The costs of mediation shall be borne equally by the parties. Any controversy or claim arising out of, or relating to, this Agreement, or breach thereof, which is not resolved by mediation shall be settled by arbitration in San Diego, California, in accordance with the Commercial Arbitration Rules of the AAA then existing. Any award rendered shall be final and conclusive upon the parties, and a judgment thereon may be entered in any court having jurisdiction over the subject matter of the controversy. The expenses of the arbitration shall be borne equally by the parties to the arbitration, provided that each party shall pay for and bear the costs of its own experts, evidence and attorneys' fees, except that the arbitrator may assess such expenses or any part thereof against a specified party as part of the arbitration award. 22. TERMINATION. A. This Agreement may be terminated with or without cause by the CITY. Termination without cause shall be effective only upon 60-day's written notice to the CONTRACTOR. During said 60-day period the CONTRACTOR shall perform all services in accordance with this Agreement. B. This Agreement may also be terminated immediately by the CITY for cause in the event of a material breach of this Agreement, misrepresentation by the CONTRACTOR in connection with the formation of this Agreement or the performance of services, or the failure to perform services as directed by the CITY. 7 Citys Standard Agreement — June 2008 revision C. Termination with or without cause shall be effected by delivery of written Notice of Termination to the CONTRACTOR as provided for herein. D. In the event of termination, all finished or unfinished Memoranda Reports, Maps, Drawings, Plans, Specifications and other documents prepared by the CONTRACTOR, whether paper or electronic, shall immediately become the property of and be delivered to the CITY, and the CONTRACTOR shall be entitled to receive just and equitable compensation for any work satisfactorily completed on such documents and other materials up to the effective date of the Notice of Termination, not to exceed the amounts payable hereunder, and less any damages caused the CITY by the CONTRACTOR's breach, if any. Thereafter, ownership of said written material shall vest in the CITY all rights set forth in Section 6. E. The CITY further reserves the right to immediately terminate this Agreement upon: (1) the filing of a petition in bankruptcy affecting the CONTRACTOR; (2) a reorganization of the CONTRACTOR for the benefit of creditors; or (3) a business reorganization, change in business name or change in business status of the CONTRACTOR. 23. NOTICES. All notices or other communications required or permitted hereunder shall be in writing, and shall be personally delivered; or sent by overnight mail (Federal Express or the like); or sent by registered or certified mail, postage prepaid, return receipt requested; or sent by ordinary mail, postage prepaid; or telegraphed or cabled; or delivered or sent by telex, telecopy, facsimile or fax; and shall be deemed received upon the earlier of (i) if personally delivered, the date of delivery to the address of the person to receive such notice, (ii) if sent by overnight mail, the business day following its deposit in such overnight mail facility, (iii) if mailed by registered, certified or ordinary mail, five (5) days (ten (10) days if the address is outside the State of California) after the date of deposit in a post office, mailbox, mail chute, or other like facility regularly maintained by the United States Postal Service, (iv) if given by telegraph or cable, when delivered to the telegraph company with charges prepaid, or (v) if given by telex, telecopy, facsimile or fax, when sent. Any notice, request, demand, direction or other communication delivered or sent as specified above shall be directed to the following persons: To CITY: To CONTRACTOR: Brenda E. Hodges, C.P.M. Community Services Director City of National City 140 E. 12th Street National City, CA 91950-4301 Georgie Stillman, ASA 580 Twin Oaks Avenue Chula Vista, CA 91910 PH: (619)429-0610 EM: georgies@cox.net Notice of change of address shall be given by written notice in the manner specified in this Section. Rejection or other refusal to accept or the inability to deliver because of changed address of which no notice was given shall be deemed to constitute receipt of the notice, demand, request or communication sent. Any notice, request, demand, direction or other communication sent by cable, telex, telecopy, facsimile or fax must be confirmed within forty-eight (48) hours by letter mailed or delivered as specified in this Section. 24. CONFLICT OF INTEREST AND POLITICAL REFORM ACT OBLIGATIONS. During the term of this Agreement, the CONTRACTOR shall not perform 8 City's Standard Agreement — June 2008 revision services of any kind for any person or entity whose interests conflict in any way with those of the City of National City. The CONTRACTOR also agrees not to specify any product, treatment, process or material for the project in which the CONTRACTOR has a material financial interest, either direct or indirect, without first notifying the CITY of that fact. The CONTRACTOR shall at all times comply with the terms of the Political Reform Act and the National City Conflict of Interest Code. The CONTRACTOR shall immediately disqualify itself and shall not use its official position to influence in any way any matter coming before the CITY in which the CONTRACTOR has a financial interest as defined in Government Code Section 87103. The CONTRACTOR represents that it has no knowledge of any financial interests that would require it to disqualify itself from any matter on which it might perform services for the CITY. ❑ If checked, the CONTRACTOR shall comply with all of the reporting requirements of the Political Reform Act and the National City Conflict of Interest Code. Specifically, the CONTRACTOR shall file a Statement of Economic Interests with the City Clerk of the City of National City in a timely manner on forms which the CONTRACTOR shall obtain from the City Clerk. The CONTRACTOR shall be strictly liable to the CITY for all damages, costs or expenses the CITY may suffer by virtue of any violation of this Paragraph 21 by the CONTRACTOR. 25. MISCELLANEOUS PROVISIONS. A. Computation of Time Periods. If any date or time period provided for in this Agreement is or ends on a Saturday, Sunday or federal, state or legal holiday, then such date shall automatically be extended until 5:00 p.m. Pacific Time of the next day which is not a Saturday, Sunday or federal, state or legal holiday. B. Counterparts. This Agreement may be executed in multiple counterparts, each of which shall be deemed an original, but all of which, together, shall constitute but one and the same instrument. C. Captions. Any captions to, or headings of, the sections or subsections of this Agreement are solely for the convenience of the parties hereto, are not a part of this Agreement, and shall not be used for the interpretation or determination of the validity of this Agreement or any provision hereof. D. No Obligations to Third Parties. Except as otherwise expressly provided herein, the execution and delivery of this Agreement shall not be deemed to confer any rights upon, or obligate any of the parties hereto, to any person or entity other than the parties hereto. E. Exhibits and Schedules. The Exhibits and Schedules attached hereto are hereby incorporated herein by this reference for all purposes. F. Amendment to this Agreement. The terms of this Agreement may not be modified or amended except by an instrument in writing executed by each of the parties hereto. G. Waiver. The waiver or failure to enforce any provision of this Agreement shall not operate as a waiver of any future breach of any such provision or any other provision hereof. H. Applicable Law. This Agreement shall be governed by and construed in accordance with the laws of the State of California. I. Entire Agreement. This Agreement supersedes any prior agreements, negotiations and communications, oral or written, and contains the entire agreement between the parties as to the subject matter hereof. No subsequent agreement, representation, or promise made by either party hereto, or by or to an employee, officer, agent or representative of any party hereto shall be of any effect unless it is in writing and executed by the party to be bound thereby. 9 City's Standard Agreement — June 2008 revision J. Successors and Assigns. This Agreement shall be binding upon and shall inure to the benefit of the successors and assigns of the parties hereto. K. Construction. The parties acknowledge and agree that (i) each party is of equal bargaining strength, (ii) each party has actively participated in the drafting, preparation and negotiation of this Agreement, (iii) each such party has consulted with or has had the opportunity to consult with its own, independent counsel and such other professional advisors as such party has deemed appropriate, relative to any and all matters contemplated under this Agreement, (iv) each party and such party's counsel and advisors have reviewed this Agreement, (v) each party has agreed to enter into this Agreement following such review and the rendering of such advice, and (vi) any rule or construction to the effect that ambiguities are to be resolved against the drafting party shall not apply in the interpretation of this Agreement, or any portions hereof, or any amendments hereto. IN WITNESS WHEREOF, the parties hereto have executed this Agreement on the date and year first above written. CITY OF NA 'i NAL CITY GEORGIE STILLMAN, ASA By: Chris ap- City Manager A • ROV D TO FO C City Attorne By: Georgie S illman, Owner 10 City's Standard Agreement — June 2008 revision GEORGIE STILLMAN, ASA ��181T A 580 Twin Oaks Avenue Chula Vista, California 91910 619-429-0610 BALL HOUSE APPRAISAL FEE PROPOSAL - 3i9i1 BEDROOM Eastlake bed, matching vanity & dresser Walnut rococo bed Walnut rococo dresser with mirror Three (3) dressers & 1 mirror Night stand 4 matching walnut rococo chairs English Victorian chair Ottoman Wicker cabinet Wicker baby pram Kimball family bedroom set $ 1,500 PARLOR $1,500 Settee Mirror Desk Console table Three (3) matching chairs Center table Two (2) matching chairs Eastlake rocking chair Wall shelf Organ * DINING ROOM Table Four (4) chairs $1,500 1 GEORGIE STILLMAN, ASA 580 Twin Oaks Avenue Chula Vista, California 91910 619-429-0610 FCIi 1PAL USE AFPPRAISAL. FEE PROPOSAL 3/9l11 Settee Two (2) chairs Four (4) matching chairs Two (2) Eastlake chairs DINING ROOM cont. Parlor table Clock * HALLWAY Pier mirror Three (3) pieces of wicker Plant stand Mirror with sconces $ 500 ART WORKS $1,200 - $3,600 Approximately eighteen (18) items - I have provided a range for the artworks fee estimate because I have not examined these items closely. Many are not significant appraisal concerns, but several may be more important. Additionally, there may be conservation issues that I need to address in my report. The fee will be "not to exceed" $3,400, but might be less. CARPETS $ 500 3 — 4 'Oriental' carpets. 1 will consult with carpet expert Pamela Bensoussan, ASA, and if there is an additional fee it will not be covered by this estimate * Organ & clock might need inspection of the mechanism by an expert, and if there is an additional fee it will not be covered by this estimate 2 GEORGIE STILLMAN, ASA 580 Twin Oaks Avenue Chula Vista, California 91910 619-429-0610 KIMBALL HOUSE APPRAISAL FEE PROPOSAL - 3/9/11 E & 0 & LICENSE FEES E & O Fee: $725 National City Business License: $100 National City Business Vehicle Fee: $ 65 PROJECT TOTAL: $ 890 $7,590 - $9,990 PROJECT TIMING: The final report will be submitted with 45 calendar days of notice to proceed. 31 CITY OF NATIONAL CITY Finance Department 619 336-4330 National City 39 / 39344 03/24/2011 10:53:05.000 Reg WXPCASHF1 Validation Receipt CHARGES- 001-00000-3040 BL georgie stillman $ 65.00 Sub -total $*********65.00 PAYMENT - Check - 2981 $ 65.00 george stillman Change $**********0.00 THANK YOU! Business Hours: 7:00 - 6:00 Monday through Thursday Closed on Fridays CORP City Of National City DECLARATION AND ADDENDUM TO ALL CONTRACTS AWARDED TO: GEORGIE STILLMAN, ASA (Company Name) For the purpose of inducing the City of National City to go forward with any contracts awarded to Georgie Stillman, ASA, I declare as follows: I, Georgie Stillman, owner, am an independent contractor for the purposes of the California Workers' Compensation and Labor laws. I will hire no employees other than my parents, spouse, or children for work required for any bid or contract awarded to my company. All work required will be performed personally and solely by me, my parents, spouse, or children. If, however, I shall ever be required to hire employees or Subcontractors to perform this contract, I shall obtain Workers' Compensation Insurance and/or provide proof of Workers' Compensation Insurance coverage to the City of National City. This document constitutes a declaration by me against my financial interest, relative to any claims I should assert under the California Workers' Compensation and/or Labor laws against the City of National City relating to any bid or contract awarded to Georgie Stillman, ASA. I will defend, indemnify, and hold harmless the City of National City, its officers and employees, from any and all claims and liability, including Workers' Compensation claims and liability that may be asserted or established by any party in the event I hire an employee in violation of this addendum, and I will further indemnify the City of National City, its officers and employees, for all damages the City thereby suffers. I agree that these declarations shall constitute an addendum to any bid awarded to Georgie Stillman, ASA. Dated: c2¢-C_. ' ' ,2011. Georgie Stillman, ASA (Company) By: 547/ryiary, (Signature of Authorized Representative) Georgie Stillman, Owner (Name and Title) Report a claim, schedule an appraisal, and reserve a rental car on usaa.com, 24/7. Accident Tow: 1-800-531-8722 Roadside Assistance: 1-800-531-8555 FCA1 CALIFORNIA AUTOMOBILE INSURANCE IDENTIFICATION CARD This identification card is evidence of liability insurance for your vehicle. The card is valid only as long as liability insurance remains in force. KEEP A COPY OF THE ID CARD IN YOUR VEHICLE AT ALL TIMES. You may be required to produce your identification card at vehicle registration or inspection, when applying for a driver's license, following an accident, or upon a law enforcement officer's request. 50781-0510 CALIFORNIA EVIDENCE OF FINANCIAL RESPONSIBILITY Name and Address of Insured NAIC 25968 GEORGIE STILLMAN MAYALL 580 TWIN OAKS AVE CHULA VISTA CA 91910-5613 GEORGIE STILLMAN MAYALL Insurance Company USAA CASUALTY INSURANCE COMPANY Policy Number 00724 41 59C 7101 5 Vehicle Make/Vehicle Identificaton Number TOYOTA JT3GP10V4X7062907 Effective Date 01/17/11 Expiration Date 07/17/11 Year 1999 This policy provides at least the minimum amounts of liability insurance required by the CA VEH CODE SECTION 16056 for the specified vehicle and named insureds and may provide coverage for other persons and other vehicles as provided by the insurance policy. back California Evidence of Financial Responsibility Keep this card. IMPORTANT: The California Financial Responsibility Act (Section 16020) of the Vehicle Code requires every owner or operator of a vehicle subject to the requirements of the Financial Responsibility Act to carry evidence of financial responsibility in the vehicle at all times. Under vehicle code (Section 16028) every driver involved in an accident must provide evidence of financial responsibility at the scene. Failure to comply is an infraction and shall be punishable by fines, impoundment or license suspension. Additional copies available at usaa.com POLICY SERVICE (800) 531-8111 CLAIMS (800) 531-8222 9800 Fredericksburg Road, San Antonio, Texas 78288 EVIDENCE OF INSURANCE APPRAISER'S PROFESSIONAL LIABILITY INSURANCE ITEM 1: ITEM 2: POLICYHOLDER - ISSUED TO THE AMERICAN SOCIETY OF APPRAISERS POLICY NO. NAC 1380 EVIDENCE NO. 8000530 NAMED INSURED: Ms. Georgie Stillman EFFECTED WITH UNDERWRITERS AT LLOYD'S OF LONDON (NOT INCORPORATED) MAILING ADDRESS OF NAMED INSURED: 580 Twin Oaks Avenue Chula Vista, CA 91910 LLOYD'S ILLINOIS, INC. 181 W. MADISON ST., SUITE 3870 CHICAGO, IL 60602-4541 ITEM 3: COVERAGE PERIOD: INCEPTION: 04/05/2011 EXPIRATION: 04/05/2012 ITEM 4: RETROACTIVE DATE: 04/05/2011 ITEM 5: LIMIT OF LIABILITY: A) LIMIT IN ALL (INCLUDING COSTS, CHARGES AND EXPENSES) IN RESPECT OF EACH INCIDENT B) LIMIT IN THE AGGREGATE (INCLUDING COSTS, CHARGES AND EXPENSES) FOR EACH ANNUAL PERIOD $ 250,000 $ 500,000 ITEM 6: DEDUCTIBLE EACH CLAIM: $ 5,000 ITEM 7: TOTAL PREMIUM: $ 724 ITEM 8: ENDORSEMENTS AT COVERAGE PERIOD INCEPTION DATE: AIF2612 (08/10) NMA1256 NMA1477 AIF2612M(08/08) AIF2612L(07/03) AIF2612N(08/09) BOTH DAYS AT 12:01 A.M. LOCAL STANDARD TIME AT THE MEMBERS MAILING ADDRESS THIS DOCUMENT (EVIDENCE OF INSURANCE) IS ISSUED AS NOTICE OF INSURANCE FOR INFORMATION ONLY. IT DOES NOT CONSTITUTE A LEGAL CONTRACT OF INSURANCE. THE MASTER POLICY AND THE APPLICATION OF THE INSURED, IF ANY, FORM THE ENTIRE CONTRACT. THIS EVIDENCE WHICH IS FURNISHED IN ACCORDANCE WITH, AND IN ALL RESPECTS IS SUBJECT TO, THE TERMS OF THE MASTER POLICY, A COPY OF WHICH IS ATTACHED HERETO FOR INFORMATION PURPOSES ONLY AND REPLACES ANY OTHER EVIDENCE PREVIOUSLY ISSUED COVERING THE INSURANCE DESCRIBED HEREIN. AIF 2612 EVI (11/06) MARSH March 30, 2011 Ms. Georgie Stillman 580 Twin Oaks Avenue Chula Vista, CA 91910 Dear lnsured: Marsh U.S. Consumer a service of Seabury & Smith, Inc. P.O. Box 8146 Des Moines, IA 50306-8146 800-367-7950 Fax: 515-365-3043 Enclosed is your Evidence of Insurance and coverage information for Appraisers' Professional Liability Insurance underwritten by Certain Underwriters at Lloyd's of London. Please review these documents carefully and contact our office with any questions. IMPORTANT NOTICES Notice of Claim: If you become aware of a claim or circumstance which may give rise to a claim, please refer to Section III, Conditions of the Evidence of Insurance. All Claims or circumstances that could result in a Claim should be reported immediately, and in no event later than the expiration date of your coverage in writing to the following: Marsh Consumer Appraisers Professional Liability Insurance 12421 Meredith Drive Urbandale, IA 50323 Fax: 515-365-3043 Address changes / Mid-term requests or Questions: All address or other changes should be made in writing to our office at: Marsh U.S. Consumer a service of Seabury & Smith, Inc. P.O. Box 8146 Des Moines, IA 50306-8146 Phone: 800-367-7950 Fax: 515-365-3043 As the administrator for the ASA sponsored Professional Liability Insurance Program, we appreciate the opportunity to assist you with your insurance needs. Sincerely, Mike Haley Marsh U.S. Consumer Phone: 800-367-7950 Fax: 515-365-3043 /17Ak Marsh & McLennan Companies This document is to notify the Insured whose name is on the Schedule attached that the following insurance has been effected with certain Underwriters at Lloyd's (not incorporated) (the "Underwriters") for the Period of Coverage specified in the Schedule under the Policy specified in the Schedule issued to the American Society of Appraisers (the "Policyholder") in the State of Illinois. The benefits under the Policy are summarized in this Evidence of Insurance. The coverage is subject to the terms of the Policy. The original Policy may be inspected at the offices of the Policyholder. The respective names of and proportions underwritten by the Underwriters can be ascertained from the office of the Policyholder. I. INSURANCE PROVIDED (Coverage is provided on a Claims made and reported basis. Claim Expenses will reduce the limit of liability available to pay loss.) A. Coverage - Professional Liability and Claims Made Clause Subject to the terms of the Policy, Underwriters agree to pay on behalf of the Insured all sums, in excess of the deductible, which the Insured shall become legally obligated to pay as Loss (including Claim Expenses) as a result of CLAIMS FIRST MADE AGAINST THE INSURED DURING THE COVERAGE PERIOD and reported to the Correspondent within 60 days after the end of the Coverage Period arising out of any Wrongful Act . Underwriters will defend any Claim or suit against the Insured seeking such amounts. Underwriters' obligation to defend and pay for Claim Expense is limited as described under DEFENSE AND SETTLEMENTS. B. Territory and Coverage Period Provision This insurance applies to Wrongful Acts, which are committed or alleged to have been committed anywhere in the world, provided that such Wrongful Acts: 1. were committed during the Coverage Period and Claim is first made against the Insured and reported to Underwriters via the Correspondent during the Coverage Period or within 60 days after the end of the Coverage Period or during any Optional Extension Period, if purchased, or; 2. which although committed prior to the Coverage Period and subsequent to the Retroactive Date, results in a Claim being first made against the Insured and reported to Underwriters via the Correspondent during the Coverage Period or within 60 days after the end of the Coverage Period or during any Optional Extension Period, if purchased, provided that the Insured, prior to the effective date of the Coverage Period, did not know or could not have reasonably foreseen, that such Wrongful Acts might give rise to a Claim. C. Definitions Certain words are defined in this Evidence of Insurance as follows: 1. "Policyholder" means the American Society of Appraisers. 2. "Schedule" means the schedule at the beginning of this Evidence of Insurance. 3. "Named Insured" means the individual or entity listed in the Schedule; 4. "Insured" and "you" mean: a) any individual or entity listed as the Named Insured in the Schedule; or b) any current or former principal, partner, employee or independent contractor of AIF 2612 (08/10) the Named Insured or Predecessor Firm but only with respect to Professional Services performed or failed to have been performed by such principal, partner, employee or independent contractor on behalf of the Insured. c) any Predecessor Firm; d) the Insured's estate, heirs, executor, administrators, assigns and legal representatives in the event of death, incapacity, insolvency or bankruptcy of the Insured, but only to the extent that the Insured would have been provided coverage under the policy. Notwithstanding the foregoing, no one is an Insured for conduct on behalf of any current or past employer, partnership or joint venture if such current or past employer, partnership or joint venture is not specified as an Insured in the Schedule. 5. "Bodily Injury" means injury, sickness, disease, death, mental injury, mental anguish, mental tension, emotional distress, pain, suffering or shock sustained by any person, whether or not resulting from injury to the body; 6. "Personal Injury" means false arrest, detention, imprisonment, wrongful entry, wrongful eviction, or invasion of the right of private occupancy of a room dwelling or premises that a person occupies by or on behalf of its owner, landlord or lessor. Personal Injury shall also include oral or written publication of material that slanders or libels a person or organization or disparages a person's or organization's goods, products or services; 7. The word "Loss" shall mean damages, judgments, settlements and Claim Expenses, provided that such subject of Loss shall not include any matters which may be deemed uninsurable under the law pursuant to which this insurance shall be construed. 8. "Asbestos" means the element in any form, whether or not the Asbestos was at any time: a. airborne as a fiber, particle or dust; b. contained in or formed as a part of a product, structure or other real or personal property; c. carried on clothing; d. inhaled or ingested; or e. transmitted by any other means. 9. "Radon" means a radioactive, largely inert gaseous element formed by the radioactive decay of radium. 10. "Lead" means the mineral in any form, whether or not the lead was at any time: a. airborne as a fiber, particle or dust; b. contained in or formed as a part of a product, structure or other real or personal property; c. carried on clothing; d. inhaled or ingested; or f. transmitted by any other means. 11. "Correspondent" means Marsh Affinity Group Services, a Service of Seabury & Smith, Inc., 1776 West Lakes Parkway, West Des Moines, IA 50398. 12. "Claim Expenses," wherever used in this Evidence, shall mean: reasonable and necessary costs, charges, fees and expenses incurred in the defense of any Claim, but shall not include wages, salaries or expenses of employees or officers of the Insured or of the Underwriters. The determination by Underwriters as to the reasonableness of Claim Expenses shall be conclusive on the Insured. 13. The words "Coverage Period" shall mean the period specified in the Schedule. AIF 2612 (08/10) 14. The word "Claim" shall mean a demand received by the Insured for money or Professional Services, including but not limited to the service of suit or institution of arbitration proceedings or other alternative dispute resolution proceedings against the Insured alleging a Wrongful Act. One or more Claims arising out of any one single Wrongful Act, or out of related Wrongful Acts shall be treated as a single Claim for the purpose of determining the applicable limit of liability and deductible amount. 15. "Professional Services" means those services that the Insured is legally qualified to perform for others as an Appraiser to fee paying clients, including Auctioneering Services, except as noted under Section II, Exclusions W, X, & Y. 16. "Retroactive Date" shall mean the date as specified in the Schedule, on or after which any Wrongful Act must have occurred in order for Claims first made arising therefrom to be considered for coverage. Claims first made arising from any Wrongful Act prior to this date are not covered by this Evidence of Insurance. 17.'Wrongful Act" means any actual or alleged act, error, or omission in the rendering of or failure to render Professional Services. 18. "Pollutants" shall mean any solid, liquid, gaseous or thermal irritant or contaminant, including Asbestos, Radon, Lead, fungi, microbes, smoke, vapor, soot, fumes, acids, alkalis, chemicals and waste. Waste includes materials to be recycled, reconditioned or reclaimed. However, it is understood that Pollutants shall not mean systems for the treatment, storage or distribution of domestic sewage (including those receiving industrial waste but only if such industrial waste is pretreated in accordance with applicable governmental or regulatory standards. 19. "Pollution" shall mean the actual, alleged or threatened discharge, dispersal, seepage, migration, release or escape of Pollutants. 20. "Predecessor Firm" shall mean any entity providing Professional Services to whose financial assets and liabilities the entity listed as the Insured in the schedule is the majority successor in interest. D. Limit of Liability 1. Limit of Liability - Each Claim: Underwriters shall, subject to their aggregate limit of liability as set forth in paragraph (3) below, be liable for all Loss (including Claim Expense) in excess of the amount of the deductible up to the applicable limit of liability specified in the Schedule for each Claim. Claim Expense shall first be subtracted from the deductible until the deductible is exhausted. 2. If a single Claim is made in different Coverage Periods, the limit of liability shall not exceed the amount stated for the Coverage Period in which the single Claim is first made. 3. Limit of Liability - Aggregate: The total liability of the Underwriters for all Loss (including Claim Expenses) shall not exceed the applicable amount set forth in the Schedule, "Limit in the aggregate for each Annual Period," as a result of all Claims first made against the Insured during the Coverage Period. 4. The inclusion herein or the making of Claims or the bringing of suits by more than one person or organization shall not operate to increase the Underwriters' limit of liability for each Claim and in the aggregate. 5. If Underwriters pay Loss or Claim Expense in excess of the applicable Limit of Liability or within the amount of the deductible, the Insured shall be liable to Underwriters for any and all such amounts, and upon demand, shall pay such amounts to Underwriters or their designated representative. AIF 2612 (08/10) E. Supplementary Payments 1. Underwriters shall pay up to $250.00 for loss of earnings to each Insured for each day or part of a day Insured is in attendance, at Underwriter's request, at a trial, deposition, hearing, mediation or arbitration proceeding involving a claim against such Insured for covered Claim Expense or Loss, but the amount so payable for any one or series of trials, depositions, hearings, or arbitration proceedings arising out of the same or related wrongful act shall in no event exceed $10,000.00 per Coverage Period regardless of the number of Insureds or Claims. The deductible shall not apply to this coverage E (1). However, any payments made by Underwriters under this clause E (1) shall be included within the applicable aggregate limits of liability and not in addition to. 2. Underwriters shall pay up to $5,000.00 to the Insured for attorney fees and other reasonable costs, expenses or fees resulting from the investigation or defense of a proceeding before a state licensing board or similar regulatory body incurred by the Insured as a result of a notice of a proceeding both first received by the Insured and reported to Underwriters via the Correspondent during the Coverage Period, arising out of an act, error or omission in the rendering of or failure to render Professional Services by the Insured. In no event shall the amount payable hereunder exceed $5,000.00 per proceeding and $10,000.00 per Coverage Period regardless of the number of Insureds or the number of such proceedings. This coverage applies only to such Claim Expenses. It does not apply to any monetary awards of any kind, judgments, fines or settlements relating to, or directly or indirectly resulting from the institution or disciplinary proceedings. Underwriters shall not be required to provide any coverage to appeal any adverse ruling or judgment by such board or regulatory body. The deductible shall not apply to this coverage E (2). However, any payments made by Underwriters under this clause E (2) shall be included within the applicable aggregate limits of liability and not in addition to. F. Deductible The amount designated as the deductible in the Schedule shall be paid by the Insured and shall apply to all Loss and Claim Expense for each and every Claim whether or not loss payment is made. Underwriters shall not have any obligation to make payments under this policy for Loss or Claim Expenses until the deductible has been paid. Such deductible shall not reduce Underwriter's Limits of Liability. G. Defense, Consent, Settlement and Cooperation The Insured may select counsel, subject to Underwriter's consent, which consent shall not be unreasonably withheld. The Insured shall have the right to participate in, and assist in the direction of the defense of any Claim. The Insured shall not admit liability for or settle any Claim or incur any Claim Expenses without the written consent of Underwriters, however, the Insured must take reasonable action within its power to prevent or mitigate any Claim which would be covered under this Evidence of Insurance. Underwriters have the right to make any investigation, conduct negotiations and, with the written consent of the Insured, enter into such settlement of any Claim as Underwriters deem reasonable. If the Insured refuses to consent to any settlement recommended by Underwriters and acceptable to the party(ies) making Claim and elects to continue to AIF 2612 (06/10) contest the Claim, then Underwriters' liability shall not exceed the amount for which Underwriters would have been liable for Loss including Claim Expenses if the Claim had been so settled, when and as so recommended, and Underwriters shall have the right to withdraw from the further defense of the Claim by tendering control of the defense thereof to the Insured. Underwriters shall not be obligated to pay any Loss including Claim Expenses, or to undertake or continue the defense of any Claim after the applicable limit of Underwriters' liability has been exhausted by payment of Loss including Claims Expenses. The Insured shall cooperate with Underwriters and, upon Underwriters' request, shall submit to examination and interrogation by a representative of Underwriters, under oath if required, and shall attend hearings, depositions, and trials and shall assist in effecting settlement, securing and giving evidence, obtaining the attendance of witnesses and in the conduct of suits, as well as in the giving of a written statement or statements to Underwriters' representative and meetings with such representatives for the purpose of investigation, and/or defense, and all without charge to Underwriters. The Insured shall take such action as may be necessary to secure and effect any rights of indemnity, contribution or apportionment which the Insured may have. II. EXCLUSIONS Underwriters shall not be liable to make payment for Loss or Claim Expenses for any Claim made against the Insured: A. Arising out of any Loss caused intentionally by or at the direction of the Insured. B. Arising out of any Loss caused by dishonest, fraudulent, criminal or malicious acts, errors or omissions of any Insured including any allegation that any appraisal was issued in collusion with anyone for the purpose of misleading others. Notwithstanding the foregoing, Underwriters shall defend the Insured under the terms of this insurance until a judgment in the trial court, for Claims which may be brought by reason of any alleged dishonest, fraudulent, criminal or malicious act or omission. C. Based upon or arising out of Bodily Injury or Personal Injury, including but not limited to, any obligation for which the Insured or any carrier as the Insured's insurer may be liable under any workers compensation, unemployment compensation, employers liability law, disability benefits law or under any similar law. D. For damage to or destruction of any tangible property; E. Arising out of the insolvency or bankruptcy of the Insured; F. Arising out of the Appraisal of any property or object in which the Insured has any personal or financial interest; G. Any act, error or omission occurring prior to the effective date of this policy if at the effective date of this policy, the Insured knew of could have reasonably foreseen that such act error or omission might be the basis for Claim or suit; H. Actions against the Insured by any business enterprise which is owned, operated or managed in whole or in part by the Insured, its parent or an affiliated subsidiary or associated company; I. Arising out of damage to: 1. Property owned, occupied or used by the Insured or rented or leased to the AIF 2612 (08/10) Insured; 2. Property in the Insured's care, custody or control or over which the Insured is for any purpose exercising physical control; J. Arising out of any promise, warranty or guarantee by any Insured as to the future value of any property; K. Arising out of express warranties or guarantees not being complied with or met; L. Arising out of infringement of copyright, trademark or patent; unfair competition or piracy; theft or wrongful taking of concepts or other intellectual property; or unauthorized activities in connection with trade secrets. M. Arising out of any liability assumed by the Insured under any contract, but this exclusion does not apply: 1. If the Insured would have been liable even in the absence of such contract; or 2. If the Insured assumes liability of another party whose liability arose from a Wrongful Act as described in this insurance. N. Arising out of any Claim or lawsuit directly or indirectly arising from or related to: 1. Asbestos or any material containing asbestos or any disease directly or indirectly related to asbestos; or 2. Any act, error or omission, professional or otherwise, involving the existence, use, detection, removal, elimination of or exposure to asbestos or any material containing asbestos; or 3. Any other alleged failure to properly act in response to the presence of asbestos in any item, product, material, or property. O. Based upon the Employee Retirement Income Security Act of 1974 Public Law 93- 406, commonly referred to as the Pension Reform Act of 1974, and amendments thereto, or similar provisions of any Federal, state, or local statutory law or common law. P. By one Insured under this Policy against another Insured under this Policy. Q. Arising out of the ownership, rental, leasing, maintenance, operation, loading or unloading, use of any real or personal property, including but not limited to automobiles, mobile equipment, aircraft, watercraft or other kinds of conveyances. R. For punitive or exemplary damages, fines, penalties, or any multiple of compensatory damages, except, that if a suit shall have been brought against the Insured for a Claim falling within the coverage hereof, seeking both compensatory and either punitive or exemplary damages, fines, penalties or any multiple of compensatory damages, then Underwriters will afford a defense until a judgment in the trial court, for such action, without liability, however, for such punitive or exemplary damages, fines, penalties, or any multiple of compensatory damages. S. Arising out of: 1. the advising or requiring of, or failure to advise or require, or failure to maintain or procure any financing or monies for the payment of any portion of any project, services or labor associated with such project; 2. construction means, methods techniques, sequences, procedures, or safety precautions and programs. 3. the acquisition of any real property or the securing of financing for the acquisition of any real property. T. Alleging injury, sickness, disease, death, or destruction of property resulting from: 1. the hazardous properties of nuclear material, nuclear waste or spent fuel; or 2. the furnishing of materials, parts or equipment in connection with the construction, maintenance, operation or use of any nuclear facility. As used in this exclusion: AIF 2612 (08/10) "Hazardous properties" include radioactive, toxic or explosive properties. "Nuclear material" means source material, special nuclear material or byproduct material. "Source material," "special nuclear material," and "byproduct material" have the meanings given them in the Atomic Energy Act of 1954 or in any law amendatory thereof. "Spent fuel" means any fuel element or fuel component, solid or liquid, which has been used or exposed to radiation in a nuclear reactor. "Nuclear Waste" means any waste material (1) containing byproduct material and (2) resulting from the operation by any person or organization of any nuclear facility. "Nuclear facility" means: i) Any nuclear reactor, ii) Any equipment or device designed or used for (1) separating the isotopes of uranium or plutonium, (2) processing or utilizing spent fuel, or (3) handling, processing or packaging waste. iii) Any equipment or device used for the processing, fabricating or alloying of special nuclear material if at any time the total amount of such material in the custody of the Insured at the premises where such equipment or device is located consists of or contains more than 25 grams of plutonium or uranium 233 or any combination thereof, or more than 250 grams of uranium 235. iv) Any structure, basin, excavation, premises or place prepared or used for the storage or disposal of waste and includes the site on which any of the foregoing is located, all operations conducted on such site and all premises used for such operations. "Nuclear reactor" means any apparatus designed or used to sustain nuclear fission in a self-supporting chain reaction or to contain a critical mass of fissionable material. With respect to injury to or destruction of property, the word "injury" or "destruction" includes all forms of radioactive contamination of property. U. Arising out of, whether suddenly or over a long period of time: 1. the actual, alleged or threatened emission, discharge, dispersal, seepage, release or escape of pollutants, asbestos, radon or lead; or 2. the actual or alleged failure to detect, report, test for, monitor, clean-up, remove, contain, dispose of, treat, detoxify or neutralize, or in any way respond to, assess the effects of or advise of the existence of pollutants, asbestos, radon or lead. "However, this exclusion shall not apply to loss arising out of heat, smoke or fumes from a hostile fire. As used in this exclusion, a hostile fire means one which becomes uncontrollable or breaks out from where it was intended to be." V. Arising out of any Claim directly or indirectly relating to the actual, potential, alleged or threatened presence of any mold, mildew, fungi, spores or any other growth or organic matter of any kind whatsoever. With respect to Auctioneering Services: W. Arising out of, directly or indirectly resulting from, or in consequence of, or in any way involving the violation of state, federal or governmental anti-trust, restraint of trade or deceptive trade practice laws, rules or regulations committed by , the direction of, or AIF 2612 (08/10) with the knowledge of any Insured. X. Arising out of, directly or indirectly resulting from, or in consequence of, or in any way involving any class action. Y. Arising out of, directly or indirectly resulting from, or in consequence of, or in any way involving the auctioning of any property or object in which the Insured has any personal or financial interest. III. CONDITIONS A. Application: By acceptance of this insurance, the Insured reaffirms as of the inception date of this insurance that (1) the statements in the Application attached to the Evidence of Insurance and made a part thereof are the Insured's agreements and representations; and (2) this insurance is issued in reliance upon the truth and accuracy of such representations; and (3) the Evidence of Insurance embodies all agreements existing between the Insured and Underwriters relating to this insurance. B. Notice of Potential Claim: If during the Coverage Period, an Insured first becomes aware of any Wrongful Act which might reasonably be expected to give rise to a Claim against any Insured and the Insured gives written notice of the Wrongful Act to Underwriters via the Correspondent as soon as possible and such notice is received by Underwriters during the Coverage Period, then any Claim subsequently made against an Insured arising out of such Wrongful Act will be considered to be a Claim first made during the Coverage Period. Written report of a potential Claim shall state: 1. the specific Wrongful Act including the date(s) thereof, and the Insureds involved; 2. the damage that may reasonably result; and 3. the date and circumstances by which any Insured became aware of the Wrongful Act. C. Claims Handling Clause: If a Claim is made or suit is brought against the Insured involving or likely to involve this insurance the Insured shall as a condition precedent to the Insured's right to recovery under this insurance, promptly forward to the Correspondent a copy of every demand, notice, summons or other process received by the Insured or its representative. D. Subrogation: In the event of any Claim under this insurance, Underwriters shall be subrogated to all of the Insured's right of recovery therefor against any person or organization and the Insured shall execute and deliver instruments and papers and do whatever else is necessary to secure such rights, the Insured shall do nothing after loss to prejudice such rights. E. Action against the Underwriters: No action shall lie against Underwriters unless, as a condition precedent thereto, the Insured shall have fully complied with all terms of this insurance. Nothing contained in this insurance shall give any person or organization any right to join Underwriters as a co-defendant in any action against the Insured to determine the Insured's liability. Bankruptcy or insolvency of the Insured or of the Insured's estate shall not relieve Underwriters of any of their obligations hereunder. F. Other Insurance: If an Insured has insurance provided by other insurers against a AIF 2612 (08/10) Loss covered by this insurance, the underwriters shall not be liable under this insurance for a greater proportion of such Loss and Claims Expense than the applicable limit of liability stated in the Schedule bears to the total applicable limit of liability of all valid and collectible insurance against such Toss, provided, however, that if the Insured has insurance provided by other insurers whose insurance is stated as excess over any other insurance available to the insured, this insurance shall apply solely in excess of such insurance, unless such other insurance is written as specific excess over the limit of liability of this insurance. G. This insurance may not be assigned or transferred without the prior written consent of Underwriters. H. Changes: Notice to any Agent or knowledge possessed by any Agent or other person acting on behalf of Underwriters shall not effect a waiver or a change in any part of this insurance or stop Underwriters from asserting any right under the terms of this insurance, nor shall the terms of this insurance be waived or changed, except by endorsement issued to form a part of this insurance. I. Cancellation: This insurance may be cancelled by the Insured by surrender thereof to Underwriters or by mailing to the Correspondent written notice, by registered or certified mail, stating when thereafter such cancellation shall be effective. If cancelled by the Insured, Underwriters shall retain the earned premium plus the customary short rate penalty calculated as one hundred ten percent of pro rata. This insurance may be cancelled by Underwriters by mailing to the Insured written notice, by registered or certified mail, stating when, not less than sixty (60) days thereafter such cancellation shall be effective. However, if Underwriters cancel this insurance because the Insured has failed to pay a premium when due, this insurance may be cancelled by Underwriters by mailing, by registered or certified mail, a written notice of cancellation to the Insured stating when, not less than ten (10) days thereafter, such cancellation shall be effective. The mailing of notice as aforesaid shall be sufficient notice and the effective date of cancellation stated in the notice shall become the end of the Coverage Period. If cancelled by the Underwriters, earned premium shall be computed pro-rata. Any notices to the Insured under this clause shall be mailed to the Insured at the last mailing address known by Underwriters. The Correspondent shall maintain proof of mailing of such notice on a recognized U.S. Post Office form, and a copy of such notice shall be sent to the Insured's broker. Premium adjustment may be made at the time cancellation is effected or as soon as practicable thereafter. The check of Underwriters or any of their representatives, mailed or delivered, shall be sufficient tender of any refund due to the Insured. If this insurance has been in effect for 60 days, Underwriters can cancel only for one of the following reasons: (a) non-payment of premium; (b) the insurance was obtained through material misrepresentation; (c) the Insured violated any of the terms and conditions of the contract of insurance; (d) the risk originally accepted has measurably increased; (e) certification to the Director of Insurance of the State of Illinois of the loss of reinsurance by Underwriters which provided coverage to Underwriters for all or a substantial part of the underlying risk insured; or (f) a determination by the Director of Insurance of the State of Illinois that the AIF 2612 (08/10) continuation of this insurance could place Underwriters in violation of the insurance laws of the State of Illinois. J. Extended Reporting Period Options: If Underwriters or the Named Insured shall cancel or refuse to renew this insurance, or if this insurance is renewed with a Retroactive Date that is later than the Retroactive Date shown on the Schedule, then the Named Insured shall have the right to purchase an Extended Reporting Period under the following terms and conditions: 1. The Named Insured must send written notice to Underwriters of the Named Insured's intention to purchase the Extended Reporting Period. The notice must be received by the Correspondent within thirty (30) days from the termination of the Coverage Period. The written notice must include the additional premium. EXTENDED REPORTING PERIOD TERM AND PREMIUM Term Additional Premium 12 months 100% of the annual premium set forth in the Schedule 2. The coverage during the Extended Reporting Period applies only to Wrongful Acts which occurred prior to the termination of the Coverage Period and after the Retroactive Date, if any, provided that the Claim is first made during the Extended Reporting Period and written notice of the Claim is received by Underwriters during the Extended Reporting Period. Separate or new limits do not apply to the Extended Reporting Period. 4. Premium for these options is fully earned when payment is made. The Extended Reporting Period cannot be cancelled by Underwriters. K. Audit: Underwriters may examine and audit the Insured's books and records at any time insofar as they relate to the subject matter of this insurance. L. False or fraudulent Claims: The entire policy shall be void if, whether before or after a loss, the insured has willfully concealed or misrepresented any material fact or circumstance concerning this insurance or the subject thereof, or the interest of the insured therein, or in case of any fraud or false swearing of the insured relating thereto. M. Service of Suit Clause: It is agreed that in the event of the failure of the Underwriters to pay any amount claimed to be due hereunder, the Underwriters, at the request of the Insured, will submit to the jurisdiction of a court of competent jurisdiction within the United States. Underwriters will abide by the final decision of such Court or of any Appellate Court in the event of an appeal. Nothing in this clause constitutes or should be understood to constitute a waiver of Underwriters' rights to commence an action in any court of competent jurisdiction in the United States, to move an action to a United States District Court, or to seek a transfer of a case to another court as permitted by the laws of the United States or of any state in the United States. In the event of any litigation arising out of insurance assumed hereunder, the AIF 2612 (08/10) Attorney -in -Fact as listed in the Schedule and the Director of Insurance of the State of Illinois and his successors in office are hereby appointed agents to accept service of process for Underwriters N. Complaints: If you have any complaints concerning your insurance, please contact the Correspondent. If the Correspondent is unable to resolve the matter, you may contact the Attorney -in -Fact. You may also seek the assistance of the Public Service Section, Illinois Department of Insurance, Springfield, Illinois 62767. O. Correspondent and Attorney -in -Fact not Insurers: Neither the Correspondent nor the Attorney -in -Fact nor any Claim adjusting firm appointed by Underwriters at Lloyd's of London is an Insurer hereunder and neither is nor shall be liable for any Loss or Claim whatsoever. The Insurers hereunder are those individual Underwriters at Lloyd's of London, whose names can be ascertained as hereinbefore set forth. THIS DOCUMENT (EVIDENCE OF INSURANCE) IS ISSUED AS A NOTICE OF INSURANCE FOR INFORMATION ONLY. IT DOES NOT CONSTITUTE A LEGAL CONTRACT OF INSURANCE. THE POLICY AND THE APPLICATION OF THE INSURED, IF ANY, FORM THE ENTIRE CONTRACT. THIS EVIDENCE WHICH IS FURNISHED IN ACCORDANCE WITH, AND IN ALL RESPECTS IS SUBJECT TO, THE TERMS OF THE POLICY, REPLACES ANY OTHER EVIDENCE PREVIOUSLY ISSUED COVERING THE INSURANCE DESCRIBED HEREIN. AIF 2612 (08/10) U.S A. NUCLEAR INCIDENT EXCLUSION CLAUSE -LIABILITY -DIRECT (BROAD) (Approved by Lloyd's Underwriter's Non -Marine Association) For attachment to insurances of the following classifications in the U.S.A. its Territories and Possessions, Puerto Rico and Canal Zone: Owners. Landlords and Tenants Liability Contractual Liability, Elevator Liability; Owners or Contractors (including railroad) Protective Liability, Manufacturers and Contractors Liability, Product Liability, Professional and Malpractice Liability, Storekeepers Liability Garage Liability, Automobile Liability (including Massachusetts Motor Vehicle or Garage Liability), not being insurances ofthe classification to which the Nuclear Incident Exclusion Clause -Liability - Direct (Limited) applies. This policy* does not apply: L Under any Liability Coverage, to injury, sickness, disease, death or destruction (a) with respect to which an insured under the policy is also an insured under a nuclear energy liability policy issued by Nuclear Energy Liability Insurance Association, Mutual Atomic Energy Liability Underwriters or Nuclear Insurance Association of Canada, or would be an insured under any such policy but for its termination upon exhaustion of its limit of liability; or (b) resulting from the hazardous properties of nuclear material and with respect to which (1) any person or organization is required to maintain financial protection pursuant to the Atomic Energy Act of 1954, or any law amendatory thereof, or (2) the insured is, or had this policy not been issued would be, entitled to indemnity from the United States of America, or any agency thereof, under any agreement entered into by the United States of America, or any agency thereof, with any person or organization. IL Under any Medical Payments Coverage, or under any Supplementary Payments Provision relating to immediate medical or surgical relief, to expenses incurred with respect to bodily injury, sickness, disease or death resulting from the hazardous properties of nuclear material and arising out of the operation of a nuclear facility by any person or organization. III. Under any Liability Coverage, to injury, sickness, disease, death or destruction resulting from the hazardous properties of nuclear materials, if (a) the nuclear material (1) is at any nuclear facility owned by, or operated by or on behalf of, an insured or (2) has been discharged or dispersed therefrom; (b) the nuclear material is contained in spent fuel or waste at any time possessed, handled, used, processed, stored, transported or disposed of by or on behalf of an insured; or (c) the injury, sickness, disease, death or destruction arises out of the furnishing by an insured of services, materials, parts or equipment in connection with the planning, construction maintenance, operation or use by any nuclear facility, but if each facility is located within the United States of America, its territories or possessions or Canada, this exclusion (c) applies only to injury to or destruction of property at such nuclear facility. IV. As used in this endorsement: "hazardous properties" include radioactive, toxic or explosive properties; "nuclear material" means source material, special nuclear material or byproduct material; "source material", "special nuclear material", and "byproduct material" have the meanings given them in the Atomic Energy Act 1954 or in any law amendatory thereof; "spent fuel" means any fuel element or fuel component, solid or liquid, which has been used or exposed to radiation in a nuclear reactor; "waste" means any waste material (1) containing byproduct material and (2) resulting from the operation by any person or organization of any nuclear facility included within the definition of nuclear facility under paragraph (a) or (b) thereof; "nuclear facility" means (a) any nuclear reactor, (b) any equipment or device designed or used for (1) separating the isotopes of uranium or plutonium, (2) processing or utilizing spent fuel, or (3) handling, processing or packaging waste, (c) any equipment or device used for the processing, fabricating or alloying of special nuclear material if at any time the total amount of such material in the custody of the insured at the premises where such equipment or device is located consists of or contains more than 25 grams of plutonium or uranium 233 or any combination thereof, or more than 250 grains of uranium 235, (d) any structure, basin, excavation, premises or place prepared or used for the storage or disposal of waste, and includes the site on which any of the foregoing is located, all operations conducted on such site and all premises used for such operations; "nuclear react or" means any apparatus designed or used to sustain nuclear fission in a self-supporting chain reaction or to contain a critical mass of fissionable material. With respect to injury to or destruction of property, the word "injury" or "destruction" includes all forms of radioactive contamination of property. It is understood and agreed that, except as specifically provided in the foregoing to the contrary, this clause is subject to the terms, exclusions, conditions and limitations of the Policy to which it is attached. *NOTE: As respects policies which afford liability coverage and other forms of coverage in addition, the words underlined should be amended to designate the liability coverage to which this clause is to apply. 17/3/60 N.M.A. 1256 U.S.A. RADIOACTIVE CONTAMINATION EXCLUSION CLAUSE -LIABILITY -DIRECT (Approved by Lloyd's Underwriter's Non -Marine Association) For attachment (in addition to the appropriate Nuclear Incident Exclusion Clause -Liability -Direct) to liability insurances affording worldwide coverage. In relation to liability arising outside the U.S.A., its Territories or Possessions, Puerto Rico or the Canal Zone, this Policy does not cover any liability of whatsoever nature directly or indirectly caused by or contributed to by or arising from ionising radiations or contamination by radioactivity from any nuclear fuel or from any nuclear waste from the combustion of nuclear fuel. 13/2/64 N.M.A. 1477 LSW1135b LLOYD' S PRIVACY POLICY STATEMENT UNDERWRITERS AT LLO ID'S, LONDON The Certain Underwriters at Lloyd's, London want you to know how we protect the confidentiality of your non-public personal information. We want you to know how and why we use and disclose the information that we have about you. The following describes our policies and practices for securing the privacy of our current and former customers. INFORMATION WE COLLECT The non-public personal information that we collect about you includes, but is not limited to: • Information contained in applications or other forms that you submit to us, such as name, address, and social security number • Information about your transactions with our affiliates or other third -parties, such as balances and payment history • Information we receive from a consumer -reporting agency, such as credit -worthiness or credit history INFORMATION WE DISCLOSE We disclose the information that we have when it is necessary to provide our products and services. We may also disclose information when the law requires or permits us to do so. CONFIDENTIALITY AND SECURITY Only our employees and others who need the information to service your account have access to your personal information. We have measures in place to secure our paper files and computer systems. RIGHT TO ACCESS OR CORRECT YOUR PERSONAL INFORMATION You have a rigid -to req uest access to or corr ection of your personal in formation that is in our possession. CONTACTING US If you have any questions about this privacy notice or would like to learn more about how we protect your privacy, please contact the agent or broker who handled this insurance. We can provide a more detailed statement of our privacy practices upon request. AMENDMENT OF DEFINITIONS -CORRESPONDENT The following information is required only when this endorsement is issued subsequent to preparation of the evidence of insurance. Insured Member Evidence Number Endorsement Number Effective Date Ms. Georgie Stillman 8000530 05-APR-2011 12:01 A.M. In consideration of the premium paid, it is hereby understood and agreed that Section I.0 DEFINITIONS -Number 11. is deleted in its entirety and replaced as follows: 11. Correspondent means Seabury & Smith, Inc., 12421 Meredith Drive, Urbandale, IA 50398. ALL OTHER TERMS AND CONDITIONS REMAIN UNCHANGED. Authorized Representative AIF 2612 M (08/08) AGGREGATE DEDUCTIBLE ENDORSEMENT The following information is required only when this endorsement is issued subsequent to preparation of the evidence of insurance. Insured Evidence Number Endorsement Number Effective Date Ms. Georgie Stillman 8000530 04/05/2011 12:01 A.M. Standard Time In consideration of the premium paid, it is hereby understood and agreed that the Evidence of Insurance F. Deductible is deleted in its entirety and replaced as follows: F. Deductible The amount designated as the Deductible in the Schedule shall be paid by the Insured and shall apply to all Loss and Claim Expense for each and every Claim not to exceed two times the amount shown, whether or not loss payment is made. Underwriters shall not have any obligation to make payments under this policy for Loss or Claim Expenses until the deductible has been paid. Such deductible shall not reduce Underwriter's Limits of Liability. Item 6. of the Evidence of Insurance is amended to read: Item 6: Deductible, Each Claim not to exceed two times in the aggregate: ALL OTHER TERMS AND CONDITIONS REMAIN UNCHANGED. Authorized Representative AIF 2612 L (07/03) Amendment of Conditions -Cancellation Insured Ms. Georgie Stillman Evidence Number 8000530 Endorsement Number Effective Date 05-APR-2011 12:01 A.M. In consideration of the premium paid, it is hereby understood and agreed that Section III. Conditions, letter I is amended to read: I. Cancellation: This insurance may be canceled by the Insured by surrender thereof to Underwriters or by mailing to the Correspondent written notice, by registered or certified mail, stating when thereafter such cancellation shall be effective. This insurance may be canceled by Underwriters by mailing to the Insured written notice, by registered or certified mail, stating when, not less than sixty (60) days thereafter such cancellation shall be effective. However, if Underwriters cancel this insurance because the Insured has failed to pay a premium when due, this insurance may be canceled by Underwriters by mailing, by registered or certified mail, a written notice of cancellation to the Insured stating when, not less than ten (10) days thereafter, such cancellation shall be effective. The mailing of notice as aforesaid shall be, sufficient notice and the effective date of cancellation stated in the notice shall become the end of the Coverage Period. If canceled by the Underwriters or the Named Insured, earned premium shall be computed pro-rata. Any notices to the Insured under this clause shall be mailed to the Insured at the last mailing address known by Underwriters. The Correspondent shall maintain proof of mailing of such notice on a recognized U.S. Post Office form, and a copy of such notice shall be sent to the Insured's broker. Premium adjustment may be made at the time cancellation is effected or as soon as practicable thereafter. The check of Underwriters or any of their representatives, mailed or delivered, shall be sufficient tender of any refund due to the Insured. If this insurance has been in effect for 60 days, Underwriters can cancel only for one of the following reasons: (a) non-payment of premium; (b) the insurance was obtained through material misrepresentation; (c) the Insured violated any of the terms and conditions of the contract of insurance; (d) the risk originally accepted has measurably increased; (e) certification to the Director of Insurance of the State of Illinois of the loss of reinsurance by Underwriters which provided coverage to Underwriters for all or a substantial part of the underlying risk insured; or (1) a determination by the Director of Insurance of the State of Illinois that the continuation of this insurance could place Underwriters in violation of the insurance laws of the State of Illinois. ALL OTHER TERMS AND CONDITIONS REMAIN UNCHANGED. AIF 2612 N (08/09) OFFICE OF THE CITY CLERK 1243 National City Blvd. National City, California 91950 Michael R. Dalla, CMC - City Clerk 619-336-4228 phone / 619-336-4229 fax GEORGIE STILLMAN Appraisal Services for Kimball House Museum Brenda Hodges (Community Services) Forwarded Agreement to Contractor