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HomeMy WebLinkAbout569785 NEWGEN STRATEGIES & SOLUTIONS LLC - CONTRACT - RFP - 8289 ELECTRIC CAPACITY FEES & COST OF SERVICE PROVProfessional Services Agreement 8289 Electric Capacity Fees Page 1 of 14 PROFESSIONAL SERVICES AGREEMENT THIS AGREEMENT made and entered into the day and year set forth below, by and between THE CITY OF FORT COLLINS, COLORADO, a Municipal Corporation, hereinafter referred to as the "City" and NEWGEN STRATEGIES AND SOLUTIONS, LLC, hereinafter referred to as "Professional". WITNESSETH: In consideration of the mutual covenants and obligations herein expressed, it is agreed by and between the parties hereto as follows: 1. Scope of Services. The Professional agrees to provide services in accordance with the scope of services attached hereto as Exhibit "A", consisting of two (2) pages, and incorporated herein by this reference. Irrespective of references in Exhibit A to certain named third parties, Professional shall be solely responsible for performance of all duties hereunder. 2. Contract Period. This Agreement shall commence June 14, 2016, and shall continue in full force and effect until June 13, 2017, unless sooner terminated as herein provided. In addition, at the option of the City, the Agreement may be extended for additional one year periods not to exceed four (4) additional one year periods. Renewals and pricing changes shall be negotiated by and agreed to by both parties. Written notice of renewal shall be provided to the Professional and mailed no later than thirty (30) days prior to contract end. 3. Early Termination by City. Notwithstanding the time periods contained herein, the City may terminate this Agreement at any time without cause by providing written notice of termination to the Professional. Such notice shall be delivered at least fifteen (15) days prior to the termination date contained in said notice unless otherwise agreed in writing by the parties. All notices provided under this Agreement shall be effective when mailed, postage prepaid and sent to the following addresses: Professional: City: Copy to: NewGen Strategies and Solutions, LLC Attn: Scott Burnham 225 Union Blvd., Suite 305 Lakewood, CO 80228 City of Fort Collins Attn: Justin Fields PO Box 580 Fort Collins, CO 80522 City of Fort Collins Attn: Purchasing Dept. PO Box 580 Fort Collins, CO 80522 In the event of any such early termination by the City, the Professional shall be paid for services rendered prior to the date of termination, subject only to the satisfactory performance of the Professional's obligations under this Agreement. Such payment shall be the Professional's sole right and remedy for such termination. 4. Design, Project Indemnity and Insurance Responsibility. The Professional shall be DocuSign Envelope ID: 01B8BEB6-CD00-4494-9F44-464903C49B52 Professional Services Agreement 8289 Electric Capacity Fees Page 2 of 14 responsible for the professional quality, technical accuracy, timely completion and the coordination of all services rendered by the Professional, including but not limited to designs, plans, reports, specifications, and drawings and shall, without additional compensation, promptly remedy and correct any errors, omissions, or other deficiencies. The Professional shall indemnify, save and hold harmless the City, its officers and employees in accordance with Colorado law, from all damages whatsoever claimed by third parties against the City; and for the City's costs and reasonable attorney’s fees, arising directly or indirectly out of the Professional's negligent performance of any of the services furnished under this Agreement. The Professional shall maintain insurance in accordance with Exhibit C, consisting of one (1) page, attached hereto and incorporated herein. 5. Compensation. In consideration of the services to be performed pursuant to this Agreement, the City agrees to pay Professional on a time and reimbursable direct cost basis in accordance with Exhibit “B”, consisting of two (2) pages, attached hereto and incorporated herein, with maximum compensation (for both Professional's time and reimbursable direct costs) not to exceed forty six thousand dollars ($46,000). Monthly partial payments based upon the Professional's billings and itemized statements of reimbursable direct costs are permissible. The amounts of all such partial payments shall be based upon the Professional's City-verified progress in completing the services to be performed pursuant hereto and upon the City's approval of the Professional's reimbursable direct costs. Final payment shall be made following acceptance of the work by the City. Upon final payment, all designs, plans, reports, specifications, drawings and other services rendered by the Professional shall become the sole property of the City. 6. City Representative. The City will designate, prior to commencement of work, its project representative who shall make, within the scope of his or her authority, all necessary and proper decisions with reference to the project. All requests for contract interpretations, change orders, and other clarification or instruction shall be directed to the City Representative. 7. Monthly Report. Commencing thirty (30) days after the date of execution of this Agreement and every thirty (30) days thereafter, Professional is required to provide the City Representative with a written report of the status of the work with respect to the Scope of Services, Work Schedule, and other material information. Failure to provide any required monthly report may, at the option of the City, suspend the processing of any partial payment request. 8. Independent Contractor. The services to be performed by Professional are those of an independent contractor and not of an employee of the City of Fort Collins. The City shall not be responsible for withholding any portion of Professional's compensation hereunder for the payment of FICA, Workers' Compensation, other taxes or benefits or for any other purpose. 9. Subcontractors. Professional may not subcontract any of the Work set forth in the Exhibit DocuSign Envelope ID: 01B8BEB6-CD00-4494-9F44-464903C49B52 Professional Services Agreement 8289 Electric Capacity Fees Page 3 of 14 A, Statement of Work without the prior written consent of the city, which shall not be unreasonably withheld. If any of the Work is subcontracted hereunder (with the consent of the City), then the following provisions shall apply: (a) the subcontractor must be a reputable, qualified firm with an established record of successful performance in its respective trade performing identical or substantially similar work, (b) the subcontractor will be required to comply with all applicable terms of this Agreement, (c) the subcontract will not create any contractual relationship between any such subcontractor and the City, nor will it obligate the City to pay or see to the payment of any subcontractor, and (d) the work of the subcontractor will be subject to inspection by the City to the same extent as the work of the Professional. 10. Personal Services. It is understood that the City enters into the Agreement based on the special abilities of the Professional and that this Agreement shall be considered as an agreement for personal services. Accordingly, the Professional shall neither assign any responsibilities nor delegate any duties arising under the Agreement without the prior written consent of the City. 11. Acceptance Not Waiver. The City's approval of drawings, designs, plans, specifications, reports, and incidental work or materials furnished hereunder shall not in any way relieve the Professional of responsibility for the quality or technical accuracy of the work. The City's approval or acceptance of, or payment for, any of the services shall not be construed to operate as a waiver of any rights or benefits provided to the City under this Agreement. 12. Default. Each and every term and condition hereof shall be deemed to be a material element of this Agreement. In the event either party should fail or refuse to perform according to the terms of this agreement, such party may be declared in default. 13. Remedies. In the event a party has been declared in default, such defaulting party shall be allowed a period of ten (10) days within which to cure said default. In the event the default remains uncorrected, the party declaring default may elect to (a) terminate the Agreement and seek damages; (b) treat the Agreement as continuing and require specific performance; or (c) avail himself of any other remedy at law or equity. If the non- defaulting party commences legal or equitable actions against the defaulting party, the defaulting party shall be liable to the non-defaulting party for the non-defaulting party's reasonable attorney fees and costs incurred because of the default. 14. Binding Effect. This writing, together with the exhibits hereto, constitutes the entire agreement between the parties and shall be binding upon said parties, their officers, employees, agents and assigns and shall inure to the benefit of the respective survivors, heirs, personal representatives, successors and assigns of said parties. 15. Law/Severability. The laws of the State of Colorado shall govern the construction, interpretation, execution and enforcement of this Agreement. In the event any provision of this Agreement shall be held invalid or unenforceable by any court of competent DocuSign Envelope ID: 01B8BEB6-CD00-4494-9F44-464903C49B52 Professional Services Agreement 8289 Electric Capacity Fees Page 4 of 14 jurisdiction, such holding shall not invalidate or render unenforceable any other provision of this Agreement. 16. Prohibition Against Employing Illegal Aliens. Pursuant to Section 8-17.5-101, C.R.S., et. seq., Professional represents and agrees that: a. As of the date of this Agreement: 1. Professional does not knowingly employ or contract with an illegal alien who will perform work under this Agreement; and 2. Professional will participate in either the e-Verify program created in Public Law 208, 104th Congress, as amended, and expanded in Public Law 156, 108th Congress, as amended, administered by the United States Department of Homeland Security (the “e-Verify Program”) or the Department Program (the “Department Program”), an employment verification program established pursuant to Section 8-17.5-102(5)(c) C.R.S. in order to confirm the employment eligibility of all newly hired employees to perform work under this Agreement. b. Professional shall not knowingly employ or contract with an illegal alien to perform work under this Agreement or knowingly enter into a contract with a subcontractor that knowingly employs or contracts with an illegal alien to perform work under this Agreement. c. Professional is prohibited from using the e-Verify Program or Department Program procedures to undertake pre-employment screening of job applicants while this Agreement is being performed. d. If Professional obtains actual knowledge that a subcontractor performing work under this Agreement knowingly employs or contracts with an illegal alien, Professional shall: 1. Notify such subcontractor and the City within three days that Professional has actual knowledge that the subcontractor is employing or contracting with an illegal alien; and 2. Terminate the subcontract with the subcontractor if within three days of receiving the notice required pursuant to this section the subcontractor does not cease employing or contracting with the illegal alien; except that Professional shall not terminate the contract with the subcontractor if during such three days the subcontractor provides information to establish that the subcontractor has not knowingly employed or contracted with an illegal alien. e. Professional shall comply with any reasonable request by the Colorado Department of Labor and Employment (the “Department”) made in the course of an investigation that the Department undertakes or is undertaking pursuant to the authority established in Subsection 8-17.5-102 (5), C.R.S. f. If Professional violates any provision of this Agreement pertaining to the duties imposed by Subsection 8-17.5-102, C.R.S. the City may terminate this Agreement. If DocuSign Envelope ID: 01B8BEB6-CD00-4494-9F44-464903C49B52 Professional Services Agreement 8289 Electric Capacity Fees Page 5 of 14 this Agreement is so terminated, Professional shall be liable for actual and consequential damages to the City arising out of Professional’s violation of Subsection 8-17.5-102, C.R.S. g. The City will notify the Office of the Secretary of State if Professional violates this provision of this Agreement and the City terminates the Agreement for such breach. 19. Red Flags Rules. Professional must implement reasonable policies and procedures to detect, prevent and mitigate the risk of identity theft in compliance with the Identity Theft Red Flags Rules found at 16 Code of Federal Regulations part 681. Further, Professional must take appropriate steps to mitigate identity theft if it occurs with one or more of the City’s covered accounts and must as expeditiously as possible notify the City in writing of significant breeches of security or Red Flags to the Utilities or the Privacy Committee. 20. Special Provisions. Special provisions or conditions relating to the services to be performed pursuant to this Agreement are set forth in Exhibit "D" - Confidentiality, consisting of one (1) page, and Exhibit “E” - Fort Collins Expense Guidelines, consisting of two (2) pages, attached hereto and incorporated herein by this reference. DocuSign Envelope ID: 01B8BEB6-CD00-4494-9F44-464903C49B52 Professional Services Agreement 8289 Electric Capacity Fees Page 6 of 14 THE CITY OF FORT COLLINS, COLORADO By: Gerry Paul Purchasing Director DATE: ATTEST: City Clerk APPROVED AS TO FORM: Assistant City Attorney NEWGEN STRATEGIES AND SOLUTIONS, LLC By: Printed: Title: CORPORATE PRESIDENT OR VICE PRESIDENT Date: DocuSign Envelope ID: 01B8BEB6-CD00-4494-9F44-464903C49B52 Joseph Mancinelli General Manager 6/23/2016 6/23/2016 Professional Services Agreement 8289 Electric Capacity Fees Page 7 of 14 EXHIBIT A SCOPE OF SERVICES A. Scope of Work The commissioned study should include: Task 1: A review of the current PIF model and a comparison of the current model with industry best practices. The comparison is intended to be brief, mainly highlighting differences between our current model and best practices. This information will be presented to the Utilities’ project team in the form of a draft report for review and comment, followed by a final report. Task 1 will include an on‐site “kick‐off” project meeting to discuss project deliverables, objectives and responsibilities of the NewGen and Utilities project teams. Task 2: A revised PIF model developed in Excel without VBA that complies with best practices. This may include identifying new data requirements for the model. The model should be structured in a manner that Fort Collins Utilities can maintain and update as needed. This process will include a “deconstruction” of the existing PIF model to identify new data requirements to be included in the Excel‐based model. This model will be the mechanism to identify the incremental, or marginal, costs associated with new capital requirements necessary to facilitate new load growth. Additionally, the new model will identify the costs associated with the existing infrastructure that supports the extension of service. The new model will have a defined interface that will be clear and concise in its layout and appearance. The logic flow of the model will also be readily identifiable for Excel users with moderate experience. There will be a series of “data input” worksheets that will be formatted to the source data to match the output from Utilities other data sources (e.g., the work product from the Utilities’ Engineering group). The revised PIF model will also include standard output forms that can be easily analyzed by Utilities’ staff and management, as well as be input into its Cost of Service / Rate Design model. Task 3: A review of the current electric cost of service model and a comparison of the cost of service model to industry best practices. This will include a review of the structure of the COS model and its functionality. NewGen will identify the mechanisms for development of the Test Year Revenue Requirement, the functionalization / classification process and the application of the customer class allocation methodology in the model and will compare these elements to COS models it has developed and/or reviewed for municipal clients. Additionally, NewGen will identify how the COS model and the new PIF model are aligned with regard to determining fixed costs for the Utilities and ensuring that revenue contributions (from the PIF) are properly recognized in terms of impacts to the revenue requirement. The COS model review will also include an assessment of the load characteristics by customer class and the processes and procedures in place by Utilities to update information accordingly. The result of this COS model review will be the development of a summary report indicating areas of the model that are consistent with industry best practices, as well as potential recommendations for model improvements, if any. DocuSign Envelope ID: 01B8BEB6-CD00-4494-9F44-464903C49B52 Professional Services Agreement 8289 Electric Capacity Fees Page 8 of 14 Task 4: A presentation to the City Council about the study’s findings and the impact of the new model on the cost of development. This presentation will also include an analysis of the potential financial impacts to developers / customers associated with the fees that are identified as a result of the new PIF model, to the extent they are different from existing PIF. The City shall have sole and absolute ownership of all models developed hereunder and all deliverables completed hereunder by the Consultant for the City. B. Deliverables 1. Draft and final report detailing the findings and recommendation (Task 1, Task 3) 2. PIF model developed in Excel (Task 2) 3. Presentation of recommendations and findings to the City (Task 4). C. Responsibility Consultant shall identify areas where City personnel may be involved in completion of the scope of work. DocuSign Envelope ID: 01B8BEB6-CD00-4494-9F44-464903C49B52 Professional Services Agreement 8289 Electric Capacity Fees Page 9 of 14 EXHIBIT B COST AND WORK HOURS The estimated not-to-exceed cost to complete the City’s Electric Capacity Fee and Cost of Service Review, as defined by the Scope of Work herein, is $46,000. A summary of the estimated hours and costs by tasks is provided below, which includes the schedule of rates by project personnel as well as estimated travel related expenses (miles / travel day per diem for meals, as appropriate and as identified in the City’s exhibit titled “Fort Collins Expense Guidelines – Lodging, Per Diem Meals and Incidentals and Other Expenses,” dated January 1, 2016). Additional meetings would be charged on a per hour, per person basis (utilizing the rates table below), including applicable travel-related expenses, and are estimated to be $700 for each additional meeting. Not-to-Exceed Budget for Electric Capacity Fee and Cost of Service Review1 Task Scott Burnham Max Bernt Matt Beale Tony Georgis Admin Total Hours Total Cost Hours Task 1 18 12 12 4 5 51 $8,800 Task 2 16 32 60 4 0 112 $16,900 Task 3 16 16 24 4 0 64 $11,000 Task 4 24 12 0 4 4 44 $8,600 Total Labor Hours 74 72 96 16 9 271 Total Labor Cost $16,700 $11,500 $11,500 $4,900 $800 $45,400 Travel Expenses $600 Total Not-to-Exceed $46,000 1. Number may not add due to rounding. The following table includes the NewGen Project Team applicable hourly billing rates for this assignment. Hourly Billing Rates Staff Name Title Hourly Rate Scott Burnham Executive Consultant $225 Tony Georgis Director $245 Max Bernt Senior Consultant $160 Matt Beale Analyst $120 Administrative Administrative Assistant $85 DocuSign Envelope ID: 01B8BEB6-CD00-4494-9F44-464903C49B52 Professional Services Agreement 8289 Electric Capacity Fees Page 10 of 14 NewGen Strategies & Solutions 2016 Billing Rates Position Billing Rate GM $295 President $265 - $295 Director/Executive Consultant $210 - $295 Senior Consultant $160 - $210 Staff Consultant $140 - $160 Analyst $120 - $140 Administrative Assistant $85 Note: Billing rates are subject to change based on annual reviews and salary increases. DocuSign Envelope ID: 01B8BEB6-CD00-4494-9F44-464903C49B52 Professional Services Agreement 8289 Electric Capacity Fees Page 11 of 14 EXHIBIT C INSURANCE REQUIREMENTS 1. The Professional will provide, from insurance companies acceptable to the City, the insurance coverage designated hereinafter and pay all costs. Before commencing work under this bid, the Professional shall furnish the City with certificates of insurance showing the type, amount, class of operations covered, effective dates and date of expiration of policies, and containing substantially the following statement: “The insurance evidenced by this Certificate will not reduce coverage or limits and will not be cancelled, except after thirty (30) days written notice has been received by the City of Fort Collins.” In case of the breach of any provision of the Insurance Requirements, the City, at its option, may take out and maintain, at the expense of the Professional, such insurance as the City may deem proper and may deduct the cost of such insurance from any monies which may be due or become due the Professional under this Agreement. The City, its officers, agents and employees shall be named as additional insureds on the Professional 's general liability and automobile liability insurance policies for any claims arising out of work performed under this Agreement. 2. Insurance coverages shall be as follows: A. Workers' Compensation & Employer's Liability. The Professional shall maintain during the life of this Agreement for all of the Professional's employees engaged in work performed under this agreement: 1. Workers' Compensation insurance with statutory limits as required by Colorado law. 2. Employer's Liability insurance with limits of $100,000 per accident, $500,000 disease aggregate, and $100,000 disease each employee. B. Commercial General & Vehicle Liability. The Professional shall maintain during the life of this Agreement such commercial general liability and automobile liability insurance as will provide coverage for damage claims of personal injury, including accidental death, as well as for claims for property damage, which may arise directly or indirectly from the performance of work under this Agreement. Coverage for property damage shall be on a "broad form" basis. The amount of insurance for each coverage, Commercial General and Vehicle, shall not be less than $1,000,000 combined single limits for bodily injury and property damage. In the event any work is performed by a subcontractor, the Professional shall be responsible for any liability directly or indirectly arising out of the work performed under this Agreement by a subcontractor, which liability is not covered by the subcontractor's insurance. C. Errors & Omissions. The Professional shall maintain errors and omissions insurance in the amount of $1,000,000. DocuSign Envelope ID: 01B8BEB6-CD00-4494-9F44-464903C49B52 No new insurance required Professional Services Agreement 8289 Electric Capacity Fees Page 12 of 14 EXHIBIT D CONFIDENTIALITY IN CONNECTION WITH SERVICES provided to the City of Fort Collins (the “City”) pursuant to this Agreement (the “Agreement”), the Professional hereby acknowledges that it has been informed that the City has established policies and procedures with regard to the handling of confidential information and other sensitive materials. In consideration of access to certain information, data and material (hereinafter individually and collectively, regardless of nature, referred to as “information”) that are the property of and/or relate to the City or its employees, customers or suppliers, which access is related to the performance of services that the Professional has agreed to perform, the Professional hereby acknowledges and agrees as follows: That information that has or will come into its possession or knowledge in connection with the performance of services for the City may be confidential and/or proprietary. The Professional agrees to treat as confidential (a) all information that is owned by the City, or that relates to the business of the City, or that is used by the City in carrying on business, and (b) all information that is proprietary to a third party (including but not limited to customers and suppliers of the City). The Professional shall not disclose any such information to any person not having a legitimate need-to-know for purposes authorized by the City. Further, the Professional shall not use such information to obtain any economic or other benefit for itself, or any third party, except as specifically authorized by the City. The foregoing to the contrary notwithstanding, the Professional understands that it shall have no obligation under this Agreement with respect to information and material that (a) becomes generally known to the public by publication or some means other than a breach of duty of this Agreement, or (b) is required by law, regulation or court order to be disclosed, provided that the request for such disclosure is proper and the disclosure does not exceed that which is required. In the event of any disclosure under (b) above, the Professional shall furnish a copy of this Agreement to anyone to whom it is required to make such disclosure and shall promptly advise the City in writing of each such disclosure. In the event that the Professional ceases to perform services for the City, or the City so requests for any reason, the Professional shall promptly return to the City any and all information described hereinabove, including all copies, notes and/or summaries (handwritten or mechanically produced) thereof, in its possession or control or as to which it otherwise has access. The Professional understands and agrees that the City’s remedies at law for a breach of the Professional’s obligations under this Confidentiality Agreement may be inadequate and that the City shall, in the event of any such breach, be entitled to seek equitable relief (including without limitation preliminary and permanent injunctive relief and specific performance) in addition to all other remedies provided hereunder or available at law. DocuSign Envelope ID: 01B8BEB6-CD00-4494-9F44-464903C49B52 Professional Services Agreement 8289 Electric Capacity Fees Page 13 of 14 EXHIBIT E Fort Collins Expense Guidelines: Lodging, Per Diem Meals and Incidentals and Other expenses: January 1, 2016 Fort Collins Policy: Lodging:  Hotels will be reimbursed at $109/day provided the government rate is available. If the government rate is not available, the best available rate shall be used and a printout of the available rates at the time of the reservation provided as documentation.  Hotel taxes do not count to the $109 limit, i.e. the rate is $109 plus applicable taxes.  Receipts are to be provided.  Actual expense will apply Meals and Incidentals: In lieu of requiring expense receipts, Fort Collins will use Federal GSA per diem guidelines.  Daily rate: $59  Travel Days rate: 75% of $59 = $44.25 Vehicle Expenses:  All costs related to rental vehicles (gas, parking, etc.) must be documented if they are to be reimbursed. The standard for vehicle size is mid-size to lower.  If a private vehicle is used, mileage will be reimbursed using the mileage rate set by the IRS. The most direct route is the standard for determining total mileage.  Mileage for 2 wheel drive vehicles will be at the current rate found at www.gsa.gov. The rate for 2016 is $0.54.  Mileage for 4 wheel drive vehicles will be $0.78 when required by the City of Fort Collins. Extra Ordinary Cost  Prior authorization required. Expenses Not Allowed  Liquor, movies, or entertainment (including in-room movies);  Sporting events;  Laundry, dry-cleaning or shoe repair;  Personal phone calls, including connection and long-distance fees;  Computer connections (unless required for City business);  Other personal expenses not directly related to City business;  Convenience charges;  Rescheduling Airline Charges not related to City requirements.  Excessive meal tip amounts generally over 20%;  Delivery fees shall not exceed 10% of the total bill, if not already included;  Hotel Cleaning Tips;  Extra Baggage for one day trips;  Air Travel (when local); DocuSign Envelope ID: 01B8BEB6-CD00-4494-9F44-464903C49B52 Professional Services Agreement 8289 Electric Capacity Fees Page 14 of 14  Items that are supplied by the City. Time Frame for Reporting  Per contract (every 30 days). Reference: The Federal GSA guidelines for Fort Collins are $109/day for hotel and $59 for meals and incidentals (M&IE). (Incidentals are defined as 1) fees and tips given to porters, baggage carriers, bellhops, hotel maids, stewards or stewardesses , and 2) transportation between places of lodging or business and places where meals are taken). Hotel taxes (i.e. lodging taxes) are not covered by per diem and are expensed as a separate line item. The M&IE is further broken down by:  Breakfast: $13  Lunch: $15  Dinner: $26  Incidentals: $5 Federal guidelines further provide for the use of 75% of the M&IE rate for travel days, i.e. $44.25 for Fort Collins. DocuSign Envelope ID: 01B8BEB6-CD00-4494-9F44-464903C49B52 CERTIFICATE HOLDER ACORD 25 (2010/05) © 1988-2010 ACORD CORPORATION. All rights reserved. AUTHORIZED REPRESENTATIVE CANCELLATION CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) JECT LOC PRO- POLICY GEN'L AGGREGATE LIMIT APPLIES PER: CLAIMS-MADE OCCUR COMMERCIAL GENERAL LIABILITY GENERAL LIABILITY PREMISES (Ea occurrence) $ DAMAGE TO RENTED EACH OCCURRENCE $ MED EXP (Any one person) $ PERSONAL & ADV INJURY $ GENERAL AGGREGATE $ PRODUCTS - COMP/OP AGG $ DED RETENTION $ CLAIMS-MADE OCCUR $ AGGREGATE $ UMBRELLA LIAB EACH OCCURRENCE $ EXCESS LIAB DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (Attach ACORD 101, Additional Remarks Schedule, if more space is required) INSR LTR TYPE OF INSURANCE POLICY NUMBER POLICY EFF (MM/DD/YYYY) POLICY EXP (MM/DD/YYYY) LIMITS WC STATU- TORY LIMITS OTH- ER E.L. EACH ACCIDENT E.L. DISEASE - EA EMPLOYEE E.L. DISEASE - POLICY LIMIT $ $ $ ANY PROPRIETOR/PARTNER/EXECUTIVE If yes, describe under DESCRIPTION OF OPERATIONS below (Mandatory in NH) OFFICER/MEMBER EXCLUDED? WORKERS COMPENSATION AND EMPLOYERS' LIABILITY Y / N AUTOMOBILE LIABILITY ANY AUTO ALL OWNED SCHEDULED HIRED AUTOS NON-OWNED AUTOS AUTOS AUTOS COMBINED SINGLE LIMIT BODILY INJURY (Per person) BODILY INJURY (Per accident) COMMENTS/REMARKS OFREMARK COPYRIGHT 2000, AMS SERVICES INC. The general liability, auto, and umbrella policies include a blanket notice of cancellation to the certificate holders endorsement, providing for 30 days advance notice if the policy is cancelled by the company other than for nonpayment of premium, for which 10 days notice is given. Notice is sent to the certificate holders with mailing addresses on file withthe agent or the company. The endorsement does not provide for notice of cancellation if the named insured requests cancellation. DocuSign Envelope ID: 01B8BEB6-CD00-4494-9F44-464903C49B52 PROPERTY DAMAGE $ $ $ $ THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR ADDL WVD SUBR N / A $ $ (Ea accident) (Per accident) THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). The ACORD name and logo are registered marks of ACORD COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: INSURED PHONE (A/C, No, Ext): PRODUCER ADDRESS: E-MAIL FAX (A/C, No): CONTACT NAME: NAIC # INSURER A : INSURER B : INSURER C : INSURER D : INSURER E : INSURER F : INSURER(S) AFFORDING COVERAGE SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. INS025 (201005).01 6/15/2016 Baldwin-Cox Agency, LLC 5930 Preston View Blvd Ste 200 Dallas TX 75240 Hartford SC 1-800-447-7649 (972)644-2688 (972)644-8035 NEW GEN STRATEGIES AND SOLUTIONS, LLC 1300 E LOOKOUT DR STE 100 RICHARDSON TX 75082 Hartford Insurance Company 11000 CL1482802407 A X X x 46SBARP2335 9/1/2014 9/1/2015 2,000,000 1,000,000 10,000 2,000,000 4,000,000 4,000,000 A x x 46SBARP2335 9/1/2014 9/1/2015 2,000,000 A X X 10,000 46SBARP2335 9/1/2014 9/1/2015 1,000,000 1,000,000 A 46WECAG2305 9/1/2014 9/1/2015 x 1,000,000 1,000,000 1,000,000 A Professional Liability 00PG0275716 9/1/2014 9/1/2015 Each Occurrence 2,000,000 Aggregate 2,000,000 The general liability policy includes a blanket automatic additional insured endorsement that provides additional insured status to the certificate holder only when there is a written contract between the named insured and the certificate holder that requires such status. The general liability & worker’s compensation policies include a blanket automatic waiver of subrogation endorsement that provides this feature only when there is a written contract between the named insured and the certificate holder that requires it. Bill Baldwin/SMS City of Fort Collins attn: Justin Fields Po Box 580 Fort Collins, CO 80522 DocuSign Envelope ID: 01B8BEB6-CD00-4494-9F44-464903C49B52