Regular Governing Body Meeting - Last Wednesday — Wed, Jul 29, 2026 · 9.g Request for Approval of a Construction Contract with AnchorBuilt Inc. for On-Call HVAC Installation and Maintenance Services in the Total Amount of $1,000,000 for a Four-Year Term. (Fred Heerbrandt, Engineer Supervisor, Public Utilities; pfheerbrandt@santafenm.gov) 1. Request for Approval of a Budget Adjustment Request (BAR) in the Total Amount of $250,000 from the Wastewater Enterprise Fund to Service Contracts. Committee Review Public Works and Utilities Committee: 07/20/2026 Finance Committee: 07/27/2026 Governing Body: 07/29/2026
CoSF Version 7 4.21.2025
The Purchasing Memo
Date: June 30, 2026
To: Governing Body, Finance Committee, and Public Works & Utilities Committee
From: P. Fred Heerbrandt, P.E.
Via: Michael Dozier, Wastewater Management Division Director
Via: Jesse Roach, Interim Public Utilities Director
Subject: On-Call HVAC Installation and Maintenance Contract
Vendor Name: AnchorBuilt, Inc.
Munis Vendor Number: 9672
ITEM AND ISSUE:
The Public Utilities Department respectfully requests your review and approval of a construction contract in the total
amount of $1,000,000.00 over a four-year term with an estimated amount per year of $250,000 for On-Call HVAC
Installation and Maintenance Services with AnchorBuilt, Inc.
Request for Approval of a Budget Adjustment Resolution (BAR) in the Total Amount of $250,000.00 from the
Wastewater Enterprise Fund to Service Contracts.
CONTRACT NUMBER:
The FY27 Munis contract number is 3260456
BACKGROUND AND SUMMARY:
The City of Santa Fe, Public Utilities Department, Wastewater Management Division (Division) wishes to
establish a Price Agreement for On-Call HVAC Installation and Maintenance services by New Mexico
licensed contractors to provide miscellaneous repairs, upgrades, improvements, replacements, new
installation services and material for buildings throughout the Paseo Real Wastewater Reclamation Facility.
PRIOR APPROVALS AND SUPPORTING INFORMATION:
FUNDING SOURCE:
Fund Name/Number: Wastewater Enterprise Fund/Fund 500
Munis Org Name/Number: 5000361 – Wastewater Operations/Admin
Munis Object Name/Number: 510310 – Service Contracts06/30/202606/30/202606/30/2026
Budget Officer / Designee: Date:
Budget Officer Comment/Exceptions:
PROCUREMENT METHOD:
The procurement method used was NMSA 1978, Section 13-1-102, ITB
FY26-COCITB-084 – On Call HVAC Installation and Maintenance Services, two awards.
Chief Procurement Officer (CPO)/Designee: Date:
CPO Comment/Exceptions:
ASSOCIATED APPROVALS:
IT Components included? ☐ Yes | ☒ No
Approval: Title: Date:
Comment/Exceptions:
Treasury/Point of Sale Components included? ☐ Yes | ☒ No
Approval: Title: Date:
Comment/Exceptions:
Vehicles included? ☐ Yes | ☒ No
Approval: Title: Date:
Comment/Exceptions:
Construction to City Facilities, Furniture, and/or Fixtures included? ☐ Yes | ☒ No
Approval: Title: Date:
Comment/Exceptions:
Is this an externally funded purchase? ☐ Yes | ☒ No
If yes, what is the issuing agency:
Approval: Title: Date:
Comment/Exceptions:
Is this a Capital Asset or Project? ☐ Yes | ☒ No
Project Ledger Number:
Approval: Title: Date:
Comment/Exceptions:
ATTACHMENTS:
Horizons Service ListAP
AP06/30/202607/01/2026
Blanket Determination
CONSTRUCTION CONTRACT
Vendor’s Bid SHEET
BID TAB
Certificate of Liability Insurance (COI)
Page 1 of 14
CITY OF SANTA FE
CONSTRUCTION CONTRACT
#3260456
On-Call HVAC Installation and Maintenance
THIS CONTRACT is made and entered into by and between the City of Santa Fe, New Mexico, hereinafter
referred to as the “City,” and AnchorBuilt Inc., hereinafter referred to as the “Contractor,” and is effective as
of the date set forth below upon which it is executed by the Parties.
RECITALS
WHEREAS, the City, through its Governing Body, is authorized to enter into a construction Contract
for the project; and
WHEREAS, the City has procured this Contract according to the established State and Local
Purchasing procedures for contracts of the type and amount; and
The City and the Contractor hereby agree as follows:
I. SCOPE OF WORK
A. The Contractor shall perform the following work:
The Contractor shall perform all the work required by the Contract Documents for On-Call HVAC
Installation and Maintenance (Bid Number FY26-COCITB-084)
On-Call HVAC Supply, Repair, Installation and Maintenance as described in the Contract
Documents.
The Contractor shall be responsible for verifications of all conditions, measurements, and
dimensions.
The Contractor shall be responsible for all permits, bonds, Workforce Solutions requirements, fees,
and State inspections associated with the construction.
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B. Project:
1. GENERAL REQUIREMENTS: The City of Santa Fe, Public Utilities Department,
Wastewater Management Division requires preventive maintenance and repair services for all
Heating, Ventilation, and Air Conditioning (HVAC) mechanical systems at the Paseo Real
Wastewater Reclamation Facility and remote sites. Contractor shall provide all necessary labor,
materials, and equipment to perform a comprehensive range of scheduled, unscheduled, and
emergency preventive maintenance and repair services for all HVAC equipment, including auxiliary
systems. This is a full-service contract requiring preventative maintenance, repair, replacement, and
new installation of HVAC equipment and plumbing systems. Contractor shall ensure a high level of
service and strive to maintain 100% operational reliability of all HVAC systems within the scope of
this contract. Contractors shall provide a qualified labor force capable of performing all maintenance
services in accordance with manufacturer specifications, original equipment design criteria, and
industry-standard maintenance practices. Contractor shall adhere to maintenance frequencies as
outlined in the manufacturer’s recommendations.
2. OTHER: All work shall be in strict compliance with the national and state building
mechanical, plumbing and electrical codes including SMACNA, and ASHRAE standards and in
accordance with applicable City and state laws, the International Building Code (IBC) and the New
Mexico building codes. The Contractor shall be responsible for all permits associated with this work
as required by the governmental Authority Having Jurisdiction (AHJ). Contractors shall be capable
of providing all coordination, supervision and services required for comprehensive general
construction, equipment replacement, upgrade and improvement projects and to provide new
construction services including incidental design. The scope of an individual project may include
equipment and fixtures whether attached or not to the building. It can include site and utility work,
mechanical work, pavement restoration, building repair, renovation, painting, stucco, backfill
services, digging, ditching, rock stabilization, concrete, and pour in place and form place finish. It
may also include demolition and abatement projects. Wastewater reserves the right to procure
specialty services directly from Statewide Price Agreements and other sources and shall be
coordinated by the Contractor. Wastewater reserves the right to obtain quotes from multiple vendors
covered under this Agreement and award a project to a contractor based on the quotes. Wastewater
reserves the right to provide a escort and/or full-time supervision of the Contractor and its employees
during any or all phases of a project, should Wastewater feel it is in its best interest to provide these
extraordinary security services. Wastewater reserves the right to escort any or all employees of the
Contractor off its property, for any inappropriate conduct or actions that jeopardize the safety,
security, or wellbeing of the facility or any individual. Inappropriate behavior by the Contractor, its
employees or subcontractors may be grounds for immediate removal from this Agreement. Any
employee of the Contractor found in violation of any law, while on City property, will be
prosecuted.
3. CONTRACTOR: All personnel working on the project and providing these services shall be
experienced and certified in all areas related to this work and required by this Agreement.
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Journeymen level personnel shall have the ability and necessary skills to diagnose problems and to
make the appropriate decisions needed to provide these services. The Contractor shall agree to
provide required labor within 24 hours for emergency situations. Subcontractors of work is allowed
and shall have prior approval by Wastewater. Subcontractors shall have the appropriate current valid
Contractor's licenses for their work. Proof of licenses shall be furnished upon request. There will be
NO markups allowed for adding subcontractor costs or to cover general conditions (administrative
costs and other related expenses) allowed on any of the quotes issued pursuant to this Agreement. If
a subcontractor is hired for the project the reimbursement must be at actual cost of the
subcontractor's cost. The cost of the subcontractor will be added at time of invoicing as a separate
item to be paid by the department.
II. COMPENSATION
A. Payment. The City shall compensate the Contractor based on the itemized amounts and/or rates
specified in Exhibit A. For the services [or goods] described in the scope of work, the City agrees to
pay the Contractor $924,321.00 exclusive of Gross Receipt Tax (GRT). The GRT on this contract is
levied at the rate of 8.1875% equaling $75,678.80. The total compensation for this Contract,
including GRT is $1,000,000.00.
B. The compensation represents a maximum amount. The Contractor must notify the City when the
Services provided under this Contract approach 90% of compensation total. Services rendered
beyond the maximum compensation amount will not be reimbursed unless the Contract is amended
in writing prior to the provision of such services.
C. Invoicing and Payment Terms Payment will be made upon the City's acceptance of deliverables
and receipt of a detailed, certified invoice from the Contractor. Payments will be sent to the
Contractor’s designated address. The City shall issue payment in accordance with the timelines
required by law. Invoices must be submitted no later than fifteen (15) days after the Contract’s
termination. Late invoices will not be processed or paid.
D. Extended Payment Terms for Grant-Funded Contracts For grant-funded agreements, the City
may issue payment within forty-five (45) days following submission of an undisputed payment
request.
III. TERM
THIS CONTRACT SHALL NOT BECOME EFFECTIVE UNTIL APPROVED BY THE CITY. This
Contract shall terminate four (4) years from the date of final signature unless terminated pursuant to Paragraph
"Termination" or Paragraph "Appropriations". This Contract for construction services may not exceed ten (10)
years, including all extensions and renewals, except as otherwise provided by NMSA 1978, Sections 13-1-150
through 13-1-152 or SFCC 1987, Section 11-13.
IV. TERMINATION
A. Grounds. The City may terminate this Contract for convenience or cause. For contracts within their
authority, the City Manager or their designee is authorized to provide the notice of termination,
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otherwise such notice of termination shall be provided by the Mayor or their designee as authorized by
the Governing Body. The Contractor may only terminate this Contract based upon the City’s uncured,
material breach of this Contract.
1. Except as otherwise provided in Paragraphs "Construction Contract Performance and Payment
Bond" and "Penalties for Violation of Law", the City shall give Contractor written notice of
termination at least thirty (30) days prior to the intended date of termination.
2. Contractor shall give City written notice of termination at least thirty (30) days prior to the intended
date of termination, which notice shall (i) identify all the City’s material breaches of this Contract
upon which the termination is based and (ii) state what the City must do to cure such material
breaches. Contractor’s notice of termination shall only be effective (i) if the City does not cure all
material breaches within the thirty (30) day notice period or (ii) in the case of material breaches that
cannot be cured within thirty (30) days, the City does not, within the thirty (30) day notice period,
notify the Contractor of its intent to cure and begin with due diligence to cure the material breach.
3. Notwithstanding the foregoing, this Contract may be terminated immediately upon written notice to
the Contractor (i) if the Contractor becomes unable to perform the services contracted for, as
determined by the City; (ii) if, during the term of this Contract, the Contractor is suspended or
debarred by the City; or (iii) the Contract is terminated pursuant to Paragraph “Appropriations,” of
this Contract.
B. Liability. Except as otherwise expressly allowed or provided under this Contract, the City’s sole liability
upon termination shall be to pay for acceptable work performed prior to the Contractor’s receipt or
issuance of a notice of termination; provided, however, that a notice of termination shall not nullify or
otherwise affect either party’s liability for pre-termination defaults under or breaches of this Contract.
The Contractor shall submit an invoice for such work within thirty (30) days of receiving or sending the
notice of termination. THIS PROVISION IS NOT EXCLUSIVE AND DOES NOT WAIVE THE CITY’S
OTHER LEGAL RIGHTS AND REMEDIES CAUSED BY THE CONTRACTOR'S DEFAULT/BREACH
OF THIS CONTRACT.
V. APPROPRIATIONS
The terms of this Contract are contingent upon sufficient appropriations and authorization being made by the
Governing Body for the performance of this Contract. If sufficient appropriations and authorization are not
made by the Governing Body, this Contract shall terminate immediately upon written notice being given by the
City to the Contractor. The City's decision as to whether sufficient appropriations are available shall be accepted
by the Contractor and shall be final. If the City proposes an amendment to the Contract to unilaterally reduce
funding, the Contractor shall have the option to terminate the Contract or to agree to the reduced funding, within
thirty (30) days of receipt of the proposed amendment.
VI. STATUS OF CONTRACTOR
The Contractor and its agents and employees are independent contractors performing construction services for
the City and are not employees of the City. The Contractor and its agents and employees shall not accrue leave,
retirement, insurance, bonding, use of City vehicles, or any other benefits afforded to employees of the City as a
Page 5 of 14
result of this Contract. The Contractor acknowledges that all sums received hereunder are reportable by the
Contractor for tax purposes, including without limitation, self-employment and business income tax. The
Contractor agrees not to purport to bind the City unless the Contractor has express written authority to do so,
and then only within the strict limits of that authority.
VII. CONSTRUCTION CONTRACT PERFORMANCE AND PAYMENT BOND
A. When a construction Task Order is approved in excess of twenty-five thousand dollars ($25,000), the
following bonds or security shall be delivered to the City and shall become binding on the parties upon
the execution of the contract. If the Contractor fails to deliver the required performance and payment
bonds, the Contractor's bid shall be rejected, its bid security shall be enforced to the extent of actual
damages. Award of the contract shall be made pursuant to the Procurement Code in the following
manner:
1. a performance bond satisfactory to the City, executed by a surety company authorized to do business
in this state and said surety to be approved in federal circular 570 as published by the United States
Treasury Department or the state board of finance or the local governing authority, in an amount
equal to one hundred percent of the price specified in the contract; and
2. a payment bond satisfactory to the City, executed by a surety company authorized to do business in
this state and said surety to be approved in federal circular 570 as published by the United States
Treasury Department or the state board of finance or the local governing authority, in an amount
equal to one hundred percent of the price specified in the contract, for the protection of all persons
supplying labor and material to the contractor or its subcontractors for the performance of the work
provided for in the contract.
B. A subcontractor shall provide a performance and payment bond on a public works building project if the
subcontractor's contract for work to be performed on a project is one hundred twenty-five thousand
dollars ($125,000) or more.
VIII. ASSIGNMENT
The Contractor shall not assign or transfer any interest in this Contract or assign any claims for money due or to
become due under this Contract without the prior written approval of the City.
IX. SUBCONTRACTING
The Contractor shall not subcontract any portion of the services to be performed under this Contract without the
prior written approval of the City. No such subcontract shall relieve the primary Contractor from its obligations
and liabilities under this Contract, nor shall any subcontract obligate direct payment from the City.
X. RELEASE
Final payment of the amounts due under this Contract shall operate as a release of the City, its officers and
employees from all liabilities, claims and obligations whatsoever arising from or under this Contract.
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XI. CONFIDENTIALITY
Any confidential information provided to or developed by the Contractor in the performance of this Contract
shall be kept confidential and shall not be made available to any individual or organization by the Contractor
without the prior written approval of the City.
XII. PRODUCT OF SERVICE - COPYRIGHT
All materials developed or acquired by the Contractor under this Contract shall become the property of the City
and shall be delivered to the City no later than the termination date of this Contract. Nothing developed or
produced, in whole or in part, by the Contractor under this Contract shall be the subject of an application for
copyright or other claim of ownership by or on behalf of the Contractor.
XIII. CONFLICT OF INTEREST; GOVERNMENTAL CONDUCT ACT
A. The Contractor represents and warrants that it presently has no interest and, during the term of this
Contract, shall not acquire any interest, direct or indirect, which would conflict in any manner or degree
with the performance or services required under the Contract.
B. The Contractor further represents and warrants that it has complied with, and, during the term of this
Contract, will continue to comply with, and that this Contract complies with all applicable provisions of
the Governmental Conduct Act, NMSA 1978, Chapter 10, Article 16.
C. Contractor’s representations and warranties in Paragraphs A and B of this Article are material
representations of fact upon which the City relied when this Contract was entered into by the
parties. Contractor shall provide immediate written notice to the City if, at any time during the term of
this Contract, Contractor learns that Contractor’s representations and warranties in Paragraphs A and B
of this Article were erroneous on the effective date of this Contract or have become erroneous by reason
of new or changed circumstances. If it is later determined that Contractor’s representations and
warranties in Paragraphs A and B of this Article were erroneous on the effective date of this Contract or
have become erroneous by reason of new or changed circumstances, in addition to other remedies
available to the City and notwithstanding anything in the Contract to the contrary, the City may
immediately terminate the Contract.
D. All terms defined in the Governmental Conduct Act have the same meaning in this section.
XIV. AMENDMENT
A. This Contract shall not be altered, changed or amended except by instrument in writing executed by the
parties hereto and all other required signatories.
B. If the City proposes an amendment to the Contract to unilaterally reduce funding due to budget or other
considerations, the Contractor shall, within thirty (30) days of receipt of the proposed Amendment, have
the option to terminate the Contract, pursuant to the termination provisions as set forth in "Termination"
herein, or to agree to the reduced funding.
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XV. CHANGE ORDERS
A. Changes. The Contractor may only make changes or revisions within the Scope of Work and/or Exhibit
1 after receipt of written approval by the City Manager or his/her designee. Such change may only be
made to Tasks or Sub-Task as defined in the Scope of Work. Under no circumstance shall such change
affect the:
1. Deliverable requirements, as outlined in the Scope of Work;
2. Due date of any Deliverable, as outlined in the Scope of Work;
3. Compensation of any Deliverable, as outlined in the Scope of Work;
4. Contract compensation, as outlined in "Compensation"; or
5. Contract termination, as outlined in "Termination".
B. Change Request Process. In the event that circumstances warrant a change to accomplish the Scope of
Work as described above, a Change Request shall be submitted that meets the following criteria:
1. The Project Manager shall draft a written Change Request for review and approval by the City
Manager to include:
a. the name of the person requesting the change;
b. a summary of the required change;
c. the start date for the change;
d. the reason and necessity for change;
e. the elements to be altered; and
f. the impact of the change.
2. The City Manager shall provide a written decision on the Change Request to the Contractor within a
maximum of ten (10) Business Days of receipt of the Change Request. All decisions made by the
City Manager are final. Change Requests, once approved, become a part of the Contract, and
become binding as a part of the original Contract.
XVI. MERGER
This Contract incorporates all the agreements, covenants, and understandings between the parties hereto
concerning the subject matter hereof, and all such covenants, agreements and understandings have been merged
into this written contract.
All terms and conditions of the ITB, and the Contractor’s response to such document(s) are incorporated herein
by reference and is included in the order of precedence.
No prior Agreement or understanding, oral or otherwise, of the parties or their agents shall be valid or
enforceable unless embodied in this Contract.
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XVII. PENALTIES FOR VIOLATION OF LAW
NMSA 1978, Sections 13-1-28 through 13-1-199, imposes civil and criminal penalties for its violation. In
addition, the New Mexico criminal statutes impose felony penalties for illegal bribes, gratuities and kickbacks.
XVIII. EQUAL OPPORTUNITY COMPLIANCE
The Contractor agrees to abide by all federal and state laws and rules and regulations, and Santa Fe City Code,
pertaining to equal employment opportunity. In accordance with all such laws of the State of New Mexico, the
Contractor assures that no person in the United States shall, on the grounds of race, religion, color, national
origin, ancestry, sex, age, physical or mental handicap, or serious medical condition, spousal affiliation, sexual
orientation or gender identity, be excluded from employment with or participation in, be denied the benefits of,
or be otherwise subjected to discrimination under any program or activity performed under this Contract. If
Contractor is found not to be in compliance with these requirements during the life of this Contract, Contractor
agrees to take appropriate steps to correct these deficiencies.
XIX. APPLICABLE LAW
The laws of the State of New Mexico shall govern this Contract, without giving effect to its choice of law
provisions. Venue shall be proper only in a New Mexico court of competent jurisdiction in accordance with
NMSA 1978, Section 38-3-2. By execution of this Contract, Contractor acknowledges and agrees to the
jurisdiction of the courts of the State of New Mexico over any and all lawsuits arising under or out of any term
of this Contract.
XX. WORKERS' COMPENSATION
The Contractor agrees to comply with state laws and rules applicable to workers compensation benefits for its
employees. If the Contractor fails to comply with the Workers Compensation Act and applicable rules when
required to do so, this Contract may be terminated by the City.
XXI. OTHER INSURANCE
If the services contemplated under this Contract will be performed on or in City facilities or property,
Contractor shall maintain in force during the entire term of this Contract, the following insurance coverage(s),
naming the City as additional insured.
A. Commercial General Liability insurance shall be written on an occurrence basis and be a broad as ISO
Form CG 00 01 with limits not less than $2,000,000 per occurrence and $2,000,000 in the aggregate for
claims against bodily injury, personal and advertising injury, and property damage. Said policy shall
include broad form Contractual Liability coverage and be endorsed to name the City of Santa Fe their
officials, officers, employees, and agents as additional insureds.
B. Broader Coverage and Limits. The insurance requirements under this Contract shall be the greater of
(1) the minimum coverage and limits specified in this Contract, or (2) the broader coverage and
maximum limits of coverage of any insurance policy or proceeds available to the Named Insured. It is
agreed that these insurance requirements shall not in any way act to reduce coverage that is broader or
that includes higher limits than the minimums required herein. No representation is made that the
minimum insurance requirements of this Contract are sufficient to cover the obligations of Contractor
hereunder.
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C. Contractor shall maintain the above insurance for the term of this Contract and name the City as an
additional insured and provide for 30 days cancellation notice on any Certificate of Insurance form
furnished by Contractor. Such certificate shall also specifically state the coverage provided under the
policy is primary over any other valid and collectible insurance and provide a waiver of subrogation.
XXII. RECORDS AND FINANCIAL AUDIT
The Contractor shall maintain detailed time and expenditure records that indicate the date; time, nature and cost
of services rendered during the Contract’s term and effect and retain them for a period of three (3) years from
the date of final payment under this Contract. The records shall be subject to inspection by the City. The City
shall have the right to audit billings both before and after payment. Payment under this Contract shall not
foreclose the right of the City to recover excessive or illegal payments.
XXIII. INDEMNIFICATION
The Contractor shall indemnify, hold harmless, or insure the City, including its officers, employees or agents,
against liability, claims, damages, losses or expenses, including attorney fees, only to the extent that the
liability, damages, losses or costs are caused by, or arise out of, the acts or omissions of the indemnitor or its
officers, employees or agents. In the event that any action, suit or proceeding related to the services performed
by the Contractor or any officer, agent, employee, servant or subcontractor under this Contract is brought
against the Contractor, the Contractor shall, as soon as practicable but no later than two (2) business days after it
receives notice thereof, notify the legal counsel of the City.
XXIV. NEW MEXICO TORT CLAIMS ACT
Any liability incurred by the City of Santa Fe in connection with this Contract is subject to the immunities and
limitations of the New Mexico Tort Claims Act, NMSA 1978, Section 41-4-1, et. seq., as amended. The City
and its “public employees” as defined in the New Mexico Tort Claims Act, do not waive sovereign immunity,
do not waive any defense and do not waive any limitation of liability pursuant to law. No provision in this
Contract modifies or waives any provision of the New Mexico Tort Claims Act.
XXV. INVALID TERM OR CONDITION
If any term or condition of this Contract shall be held invalid or unenforceable, the remainder of this Contract
shall not be affect-ed and shall be valid and enforceable.
XXVI. ENFORCEMENT OF CONTRACT
A party's failure to require strict performance of any provision of this Contract shall not waive or diminish that
party's right thereafter to demand strict compliance with that or any other provision. No waiver by a party of
any of its rights under this Contract shall be effective unless express and in writing, and no effective waiver by a
party of any of its rights shall be effective to waive any other rights.
XXVII. NOTICES
Any notice required to be given to either party by this Contract shall be in writing and shall be delivered in
person, by courier service or by U.S. mail, either first class or certified, return receipt requested, postage
prepaid, as follows:
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To the City:
Chief Procurement Officer
purchasing@santafenm.gov
PO Box 909
Santa Fe, NM 87504-0909
Wastewater Management
P. Fred Heerbrandt, P.E.
73 Paseo Real
Santa Fe, NM 87507
pfheerbrandt@santafenm.gov
505-955-4623
To the Contractor
AnchorBuilt Inc.
Raymond Zamora, Sr.
104 Sin Nombre Court, NE
Albuquerque, NM 87113
Ray.Zamora@anchorbuilt.com
505-342-2452
XXVIII. AUTHORITY
If Contractor is other than a natural person, the individual(s) signing this Contract on behalf of Contractor
represents and warrants that he or she has the power and authority to bind Contractor, and that no further action,
resolution, or approval from Contractor is necessary to enter into a binding contract.
XXIX. PROGRESS PAYMENTS
Based upon Application for Payment submitted to the City by the Contractor and Certificates for Payment
issued by the City, the City shall make progress payments on account of the Contract sum to the Contractor as
provided in the Contract documents for the period ending the last day of the month as follows:
Not later than twenty-one (21) days following the end of the period covered by the Application for Payment,
one hundred percent (100%) of the portion of the Contract Sum properly allocable to labor, materials, and
equipment incorporated in the work and one hundred percent (100%) of the portion of the Contract sum
properly allocable to materials and equipment suitably stored at the site or some other location agreed upon in
writing for the period covered by the Application for Payment, less the aggregate of previous payments made by
the City; and upon substantial completion of the entire work, a sum sufficient to increase the total payments to
one hundred percent (100%) of the Contract sum, less such amounts as the City shall determine for all
incomplete work and unsettled claims as provided in the Contract documents.
XXX. FINAL PAYMENT
Final payment, constituting the entire unpaid balance of the Contract sum, unless it is a disputed payment, shall
be paid by the City to the Contractor within twenty-one (21) calendar days, after all deficiencies to the Contract
document that were noted during the Substantial Completion Inspection and listed on the attachment to the
Certificate of Substantial Completion have been corrected, and provided the Contract has been fully performed
and a final Certificate for Payment has been issued by the City. In addition, the Contractor shall provide to the
City a certified statement of Release of Lien (AIA Document G706A or approved form), Consent of Surety,
Warranty from Prime Contractor, Warranties from Suppliers and Manufacturers, training sessions,
equipment/operating manuals, and as-built drawings.
XXXI. SCHEDULE
The Contractor shall, within five (5) days after the effective date of Notice to Proceed, prepare and submit a
progress schedule covering project operations for the 30-day Contract period. This progress schedule shall be of
the type generally referred to as a Critical Path Method (CPM), Critical Path Schedule (CPS), and Critical Path
Analysis (CPA), and other similar designations. The CPM shall be used to control the timing and sequences of
the project. All work shall be done in accordance with the CPM Planning and Scheduling. A written statement
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of explanation shall be submitted with the progress schedule. All costs incurred by the contractor to implement
the CPM shall be borne by the Contractor and are part of their Contract.
XXXII. GENERAL AND SPECIAL PROVISIONS
A. Terms used in this Contract which are defined in the Conditions of the Contract shall have the meanings
designated in those Conditions.
B. An enumeration of the Contractor’s General Comprehensive Liability Insurance requirements
C. appears in the General Conditions of the Contract for construction. Insurance requirements are also
described in the Instructions to the Bidder section of the Project Manual. Contractor shall maintain
adequate insurance in at least the maximum amounts, which the City could be liable under the New
Mexico Tort Claims Act and shall provide proof of such insurance coverage to the City. It is the sole
responsibility of the Contractor to comply with the law.
D. This Contract shall not become effective until: (1) approved by the Governing Body; and (2) signed by
all parties required to sign this Contract.
E. The Contractor shall maintain detailed time records which indicate the date, time and nature of services
rendered. These records shall be subject to inspection by the City, the Department of Finance and
Administration and the State Auditor. The City shall have the right to audit billings both before and after
payment. Payment under this Contract shall not foreclose the right of the City to recover excessive
illegal payments.
F. The Contractor warrants that the Contractor presently has no interest and shall not acquire any interest,
direct or indirect, which would conflict in any manner or degree with the performance or services
required under this Contract.
G. The Contractor hereby warrants that the Contractor complies with the Americans with Disabilities Act,
29 CFR 1630.
H. Gender, Singular/Plural. Words of any gender used in this Contract shall be held and
I. construed to include any other gender, and words in the singular number shall be held to include the
plural, unless the context otherwise requires.
J. Captions and Section Headings. The captions and section headings contained in this Contract are for
convenience of reference only, and in no way limit, define, or enlarge the terms, scope, and conditions
of this Contract.
K. Certificates and Documents Incorporated. All certificates and documentation required by the
L. provisions of the Contract shall be attached to this Contract at the time of execution and are hereby
incorporated by reference as though set forth in full in this Contract to the extent they are consistent with
its conditions and terms.
Page 12 of 14
M. Separability. If any clause or provision of this Contract is illegal, invalid or unenforceable under present
or future laws effective during the term of this Contract, then and in that event, it is the intention of the
parties hereto that the remainder of this Contract shall not be affected thereby.
N. Words and Phrases. Words, phrases, and abbreviations, which have well-known technical or
O. trade meanings used in the Contract documents shall be used according to such recognized meaning. In
the event of a conflict, the more stringent meaning shall govern.
P. Relationship of Contract Documents. The Contract Documents are complementary, and any
Q. requirement of one Contract Document shall be as binding as if required by all.
R. Pursuant to NMSA 1978, Section 13-1-191, reference is hereby made to the Criminal Laws of New
Mexico (including NMSA 1978, Sections 30-14-1, 30-24-2, and 30-41-1 through 30-41-3) which
prohibit bribes, kickbacks, and gratuities, violation of which constitutes a felony. Further, the
Procurement Code (NMSA 1978, Sections 13-1-28 through 13-1-199) imposes civil and criminal
penalties for its violation.
Pursuant to NMSA 1978, Section 13-4-11. Reference is hereby made to the Minimum Wage on Public Works;
weekly payments; posting wage scale; withholding fund.
[SIGNATURE PAGE TO FOLLOW]
Page 13 of 14
IN WITNESS WHEREOF, the Parties have executed this Contract as of the date of the signature by the
required approval authorities below.
CITY OF SANTA FE: CONTRACTOR:
ANCHORBUILT INC.
_________________________ ____________________________
MICHAEL GARCIA, MAYOR RAYMOND ZAMORA, PRESIDENT
DATE: ___________________ DATE: ___________________
NMBTIN: _________________
ATTEST:
___________________________
GERALYN CARDENAS, CITY CLERK
Approved to form and legal sufficiency by:
_____________________________
MARCOS D. MARTÍNEZ, CITY ATTORNEY
APPROVED FOR FINANCES:
_____________________________
MONICA MAESTAS, FINANCE DIRECTOR06/26/2026Marcos D. Martínez (Jun 26, 2026 14:36:40 MDT)
Marcos D. Martínez07/01/2026
Page 14 of 14
Exhibit A
Exhibit A - AnchorBuilt Price Schedule
Line Item Description Quantity Unit of MeasureUnit Cost
1 Superintendent - Regular Hourly Rate - Projects Under $60,000 1 hour $80.00
2 Superintendent - Overtime Hourly Rate - Projects Under $60,000 1 hour $80.00
3 Journeyman - Regular Hourly Rate - Projects Under $60,000 1 hour $80.00
4 Journeyman - Overtime Hourly Rate - Projects Under $60,000 1 hour $90.00
5 Laborer - Regular Hourly Rate - Projects Under $60,000 1 hour $53.00
6 Laborer - Overtime Hourly Rate - Projects Under $60,000 1 hour $57.00
7 Superintendent - Regular Hourly Rate - Projects Over $60,000 1 hour $80.00
8 Superintendent - Overtime Hourly Rate - Projects Over $60,000 1 hour $80.00
9 Journeyman - Regular Hourly Rate - Projects Over $60,000 1 hour $85.00
10 Journeyman - Overtime Hourly Rate - Projects Over $60,000 1 hour $95.00
11 Laborer - Regular Hourly Rate - Projects Over $60,000 1 hour $53.00
12 Laborer - Overtime Hourly Rate - Projects Over $60,000 1 hour $57.00
13 Discount off Materials. Enter 0 if no discount is offered 1 % $0.00
14 Temporary Fencing, Rental Rate 1 /day $2.00
15 Sanitary/Toilet Facilities, Rental Rate 1 /day $8.50
ANCHORBUILT- HVAC CONTRACT_CoSF
Final Audit Report 2026-06-26
Created: 2026-06-26
By: MATTHEW HARDING (mrharding@santafenm.gov)
Status: Signed
Transaction ID: CBJCHBCAABAAYXnav8cJX5chh8g6Nhn3nAqYnBI9oM0A
Documents: ANCHORBUILT- HVAC CONTRACT_CoSF.pdf (14 pages)
Number of Documents: 1
Document page count: 14
Number of supporting files: 0
Supporting files page count: 0
"ANCHORBUILT- HVAC CONTRACT_CoSF" History
Document created by MATTHEW HARDING (mrharding@santafenm.gov)
2026-06-26 - 7:51:00 PM GMT- IP address: 63.232.20.2
Document emailed to Raymond Zamora (ray.zamora@anchorbuilt.com) for signature
2026-06-26 - 7:51:35 PM GMT
Email viewed by Raymond Zamora (ray.zamora@anchorbuilt.com)
2026-06-26 - 8:06:37 PM GMT- IP address: 104.28.48.219
Document e-signed by Raymond Zamora (ray.zamora@anchorbuilt.com)
Signature Date: 2026-06-26 - 8:21:48 PM GMT - Time Source: server- IP address: 96.92.69.21 - Signature Appearance Selected: IMAGE
Document emailed to Marcos D. Martínez (mdmartinez@santafenm.gov) for signature
2026-06-26 - 8:21:52 PM GMT
Email viewed by Marcos D. Martínez (mdmartinez@santafenm.gov)
2026-06-26 - 8:36:09 PM GMT- IP address: 63.232.20.2
Document e-signed by Marcos D. Martínez (mdmartinez@santafenm.gov)
Signature Date: 2026-06-26 - 8:36:40 PM GMT - Time Source: server- IP address: 63.232.20.2 - Signature Appearance Selected: TYPE
Agreement completed.
2026-06-26 - 8:36:40 PM GMT
Selected Line Item Description Quantity Unit of Measure Unit Cost Total Unit Cost Total Unit Cost Total Unit Cost Total Unit Cost Total Unit Cost Total Unit Cost Total Unit Cost Total Unit Cost Total
X 1
Superintendent - Regular Hourly Rate - Projects
Under $60,000 1 hour $100.00 $100.00 $80.00 $80.00 $135.00 $135.00 $95.00 $95.00 $115.00 $115.00 $175.62 $175.62 $135.00 $135.00 $135.00 $135.00 $80.00 $80.00
X 2
Superintendent - Overtime Hourly Rate - Projects
Under $60,000 1 hour $100.00 $100.00 $80.00 $80.00 $165.00 $165.00 $142.50 $142.50 $172.50 $172.50 $258.74 $258.74 $202.00 $202.00 $202.00 $202.00 $120.00 $120.00
X 3
Journeyman - Regular Hourly Rate - Projects Under
$60,000 1 hour $100.00 $100.00 $80.00 $80.00 $130.00 $130.00 $75.00 $75.00 $105.00 $105.00 $157.57 $157.57 $120.00 $120.00 $95.00 $95.00 $75.00 $75.00
X 4
Journeyman - Overtime Hourly Rate - Projects Under
$60,000 1 hour $100.00 $100.00 $90.00 $90.00 $160.00 $160.00 $112.50 $112.50 $157.50 $157.50 $231.67 $231.67 $180.00 $180.00 $142.00 $142.00 $113.00 $113.00
X 5
Laborer - Regular Hourly Rate - Projects Under
$60,000 1 hour $100.00 $100.00 $53.00 $53.00 $100.00 $100.00 $45.00 $45.00 $77.90 $77.90 $99.62 $99.62 $75.00 $75.00 $75.00 $75.00 $45.00 $45.00
X 6
Laborer - Overtime Hourly Rate - Projects Under
$60,000 1 hour $100.00 $100.00 $57.00 $57.00 $130.00 $130.00 $67.50 $67.50 $116.85 $116.85 $144.74 $144.74 $112.00 $112.00 $112.00 $112.00 $68.00 $68.00
X 7
Superintendent - Regular Hourly Rate - Projects Over
$60,000 1 hour $100.00 $100.00 $80.00 $80.00 $140.00 $140.00 $90.00 $90.00 $115.00 $115.00 $213.85 $213.85 $145.00 $145.00 $135.00 $135.00 $125.00 $125.00
X 8
Superintendent - Overtime Hourly Rate - Projects
Over $60,000 1 hour $100.00 $100.00 $80.00 $80.00 $165.00 $165.00 $135.00 $135.00 $172.50 $172.50 $316.07 $316.07 $217.50 $217.50 $202.00 $202.00 $188.00 $188.00
X 9
Journeyman - Regular Hourly Rate - Projects Over
$60,000 1 hour $100.00 $100.00 $85.00 $85.00 $140.00 $140.00 $70.00 $70.00 $105.00 $105.00 $191.37 $191.37 $135.00 $135.00 $95.00 $95.00 $105.00 $105.00
X 10
Journeyman - Overtime Hourly Rate - Projects Over
$60,000 1 hour $100.00 $100.00 $95.00 $95.00 $165.00 $165.00 $105.00 $105.00 $157.50 $157.50 $282.37 $282.37 $202.50 $202.50 $142.00 $142.00 $158.00 $158.00
X 11
Laborer - Regular Hourly Rate - Projects Over
$60,000 1 hour $100.00 $100.00 $53.00 $53.00 $105.00 $105.00 $40.00 $40.00 $77.90 $77.90 $120.37 $120.37 $85.00 $85.00 $75.00 $75.00 $65.00 $65.00
X 12
Laborer - Overtime Hourly Rate - Projects Over
$60,000 1 hour $100.00 $100.00 $57.00 $57.00 $135.00 $135.00 $60.00 $60.00 $116.85 $116.85 $175.87 $175.87 $127.50 $127.50 $112.00 $112.00 $98.00 $98.00
X 13
Discount off Materials. Enter 0 if no discount is
offered 1 % $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $15.00 $15.00 $0.00 $0.00 $10.00 $10.00 $0.00 $0.00 $.15 $.15 No Bid No Bid
X 14 Temporary Fencing, Rental Rate 1 /day No Bid No Bid $2.00 $2.00 $60.00 $60.00 $25.00 $25.00 No Bid No Bid No Bid No Bid $125.00 $125.00 No Bid No Bid No Bid No Bid
X 15 Sanitary/Toilet Facilities, Rental Rate 1 /day $425.00 $425.00 $8.50 $8.50 $20.00 $20.00 $35.00 $35.00 No Bid No Bid No Bid No Bid $50.00 $50.00 No Bid No Bid $10.50 $10.50
Total $1,625.00 $900.50 $1,750.00 $1,112.50 $1,489.50 $2,377.86 $1,911.50 $1,522.15 $1,250.50
Labor Rate Schedule All-Rite Construction Inc. AnchorBuilt Inc. B&D Industries, Inc. Builders Tech, NM LLC Conti Energy Controls, LLC PC Automated Controls, Inc. RM-MCI LLC Western Mechanical Co. Wizer Electric LLC
DATE
JUSTIFICATION: (use additional page if needed)
--Attach supporting documentation/memo
Fund Balance
Fund(s) Affected Increase/(Decrease)
WWMD Enterprise Fund (250,000)
TOTAL: (250,000)
Linda Macallister 6/29/2026
Prepared By {print name} Date Budget Officer Date
City Council
Division Director Signature {optional} Date Approval Date Finance Director { ≤ $5,000} Date
Agenda Item #:
Department Director Signature Date City Manager { ≤ $60,000} Date
Log # {Finance use only } :
Journal # {Finance use only } :
REVENUES
CITY COUNCIL APPROVAL
City Council agenda items ONLY}
250,000$ -$
{enter as negative #} {enter as positive #}
{enter as negative #}
250,000
DEPARTMENT / DIVISION NAME
INCREASE
{enter as positive #}
{Use this form for Finance Committee/
Transfering funds from WW enterprise cash to Service Contracts account. Please when posting add Anchorbuilt. Pleae look at
memo for more detail.
City of Santa Fe, New Mexico
BUDGET AMENDMENT REQUEST (BAR)
OBJECT PROJECT
6/29/2026PUBLIC UTILITIES/ WASTEWATER
{Complete section below if BAR results
in a net change to ANY Fund}
On-call HVAC instalation and maintenance
DECREASEORG
5000361
EXPENDITURES
510310
ITEM DESCRIPTION
WASTEWATER OPERTIONS/ADMIN-SERVICE
CONTRACTS06/30/202606/30/202606/30/2026
CoSF V4 4.17.26
Dear City Staff,
The Chief Procurement Officer (CPO) must determine whether a service is classified as General, Professional,
or Construction before a purchase involving services can proceed. This classification ensures that each
procurement follows the correct path, including the appropriate procurement method, contract type and term,
and insurance requirements.
To improve efficiency and reduce delays for routine service procurements, the Central Purchasing Division
(CPD) has issued this Blanket Services Determination (Version 4). This document identifies common service
types that have already been reviewed and classified by the CPO. If your scope of work clearly aligns with a
listed service, you may rely on this document and do not need to request a separate service determination.
This document is issued in accordance with state statute and City ordinances and is valid through June 30, 2027,
for service types that clearly fall within the established categories.
This document does not apply in all situations. A separate CPO determination is required if the scope of work is
mixed or hybrid, unclear, unusual, design-build, or not specifically addressed in the categories below. In such
cases, staff must request a determination by emailing purchasing_det@santafenm.gov at the outset of the
procurement.
The intent of this service determination is to ensure that the correct procurement path is identified early. When
that path requires vendor selection through a formal procurement (such as an ITB or RFP), departments must
engage CPD during the initial needs and expectations-gathering phase and continue coordination through
contract execution.
If you need assistance classifying a service, please contact CPD.
The following are General Services:
• Air/bus, vehicle charter/rental service
• Animal/k9 boarding - basic
• Auctioneers
• Audio-visual equipment setup and routine maintenance for events and presentations (including
projectors, microphones, and speakers)
• Automotive mechanical services – all - including vehicle inspection, diagnostics, repair labor, parts
replacement, and routine maintenance (e.g., oil changes, brake service, tune-ups, etc.)
• Artwork installation
• Artwork transportation
General Services (continued):
• Banking Services (routine, transaction-based)
• Boiler testing/water treatment service
• Bookkeeping service (routine, transaction-based)
• Biohazard clean-up and disinfection services for crime scenes, homicides, suicides, unattended deaths,
car accidents, deadly car crashes and cleanup of police units, along with any other biohazard situations.
Building alarm systems, service and repair
• Check collection service
• Clothing, textile fabrication repair service
• Commercial laundry service, dry cleaning, etc.
• Communications systems installation, servicing, and repair
• Conference and trade show coordination
• Debt collection service
• Delivery/courier service
• Document storage, duplication, retrieval, review, and destruction service
• Drug testing and screening (standard tests)
• Engraving service
• Equipment installation, preventive maintenance, inspection, calibration, and repair
• Equipment rental services
• Exams administration and scoring service
• Executive recruitment
• Firefighting/suppression service
• Food preparation, vending, and catering services
• Health screening, basic diagnostic (wellness, blood pressure monitoring, blood draw, etc.)
• Herbicide application service
• Household goods packing, storage, transportation service
• HVAC system maintenance service - Includes filter changes, inspections, cleaning, minor repairs, and
system diagnostics.
General Services (continued):
• Information Technology - Hosting only
• Information Technology Help Desk Services
• Information Technology Services requiring software or equipment
• Information Technology Software and Hardware Support Services
• Interpretive services: written/oral/sign language
• Inventory service
• Janitorial service, carpet cleaning, window washing
• Laboratory testing and analysis (standard tests only)
• Land clearing/debris removal service
• Landscaping—tree planting, grooming service, lawn mowing, etc. (but not landscape architects)
• Language translation service
• Linen rental service
• Locksmith services
• Marine equipment inspection, certification, and repair
• Medical equipment rental or repair service (wheelchairs, walkers, etc.), including measurements,
adjustments, and modifications to meet patient needs
• Metal/pipe/wiring detection service
• Office furnishings installation, refurbishment, and repair service
• Package inspection and crating
• Painting service
• Paper shredding
• Parking lot sweeping/snow removal service
• Pest/weed control service
• Photographic/micrographic processing and delivery, includes aerial and ground photography (if analysis
is included, then personal service)
• Printing/duplicating service
• Process serving
General Services (continued):
• Property management (rent collection, property maintenance, etc.)
• Recycling/disposal/litter pickup service
• Retreat and workshop planning, conduct, coordination, etc.
• Security/armored car services
• Shop welding/metal fabrication service
• Software as a Service
• Steam cleaning, high pressure washing, parts cleaning service
• Studio photography service (does not include portrait painting)
• Telephone interview service (conduct of survey using prescribed survey instrument)
• Towing service
• Traffic control services – including certified flaggers, barricade setup/removal, temporary signage, and
traffic control plans (not involving permanent installations or design engineering)
• Training – when offered as a regular course by an institution (such as a college or university)
• Travel service — air, surface, water
• Videotaping and recording service
• Warehouse dry/cold storage rental service
• Weather information service
Profession Services are listed on the following pages.
The following are Professional Services:
• Accountants (certified public accountants and registered public accountants)
• Actuaries
• Analysts of processes, programs, fiscal impact, and compliance
• Appraisers
• Archeologists
• Architects
• Artwork, original (services creating the artwork)
• Audio/video media productions (design, development, and/or oversight of)
• Auditors
• Broadband
• Business process re-engineering
• Counselors
• Consultants (including IT Consultants)
• Curriculum/Examination development
• Community Programming
• Data Backup Services
• Data Storage and Management Services
• Design
• Economists
• Engineers
• Environmental monitoring: noise level, safety, hazardous gas detection, radiation monitoring service,
etc.
• Financial Advisors
• Grant writing
• Graphic designers (creative or original in nature)
• Hearing officer services
Professional Services (Continued):
• Independent Verification and Validation
• Information Technology Hosting when it includes Maintenance and Support
• Information Technology Maintenance
• Information Technology Management
• Information Technology Programming
• Information Technology Risk Assessment
• Insurance Adjusters/Brokers
• Investigators (personnel-related, etc.)
• Investment advisors and management
• Labor negotiators
• Landscape Architects
• Lawyers
• Lobbyists
• Managed Network Services
• Management and system analysts
• Management consultants
• Marketing consultants (including identifying market opportunities, conduct of marketing programs,
planning, promotion, market research surveys, etc.)
• Medical arts practitioners
• Medical – doctors, immunizations, etc.
• Mental health support – Therapists, Counselors, etc.
• Network Cybersecurity Services
• Network Installation
• Physicals
• Planners
• Policy Advisors
Professional Services (Continued):
• Polygraph services
• Product Development Services
• Program/Project Managers
• Psychologists
• Public relations advisors/Publicists
• Publication development (creation of audio/video productions, brochures, pamphlets, maps, signs,
posters, annual reports, etc.)
• Researchers
• Scientists (Bio/Chem/Env/Geo/Hydro/Mech, etc.)
• Social and Human Services - Includes case management, outreach, crisis intervention, supportive
housing assistance, and other services intended to support vulnerable or at-risk populations. Services
may be delivered by licensed or trained professionals in coordination with public or nonprofit systems.
• Speech writers
• Statisticians
• Surveyors
• Trade developers
• Training – when it is specifically designed for an agency as opposed to established courses (such as out
of the box training offered to all at a training company, university, or college)
• Veterinarian services
• Web design and development
Construction Services are listed on the following pages.
The following are Construction Services:
• Bid-Build (Standard)
• Construction Managers
• New Construction (including buildings, roads, bridges, utilities)
• Remodeling and Renovations (interior and exterior work)
• Demolition (including site clearance)
• Excavation and Earthwork
• Electrical Work (installation, repair, upgrades)
• Permanent installation or upgrades of audio-visual systems (including wiring and structural
modifications)
• Plumbing (installation, repair, maintenance)
• Masonry and Concrete Work
• Roofing (installation, repair, maintenance)
• Structural Repair and Reinforcement
• Stucco installation, repair, and finishing
• Painting and Finishing (for construction purposes)
• Mechanical Work (HVAC systems, etc.)
• Site Preparation and Land Grading
• Utility Installation and Repair (water, sewer, gas lines)
Disclaimer and signatures listed on the next and final page.4
Disclaimer – Scope of this Determination
This blanket services’ determination only covers service type classifications. It does not replace other
determinations that must still be issued by the CPO. Staff must continue to obtain separate determinations, as
applicable, for items such as:
• Procurement Exemptions
• Emergency procurements
• Sole sources
• Use of existing contracts
• Use of cooperative agreements
• Multi-term contract use and term length
• Awarding multiple vendor contracts from one solicitation
• Other determinations or approvals expressly required by the Procurement Code or the City’s
Procurement Manual
If you are unsure whether another type of determination is required, or which type applies, please
contact Purchasing via email purchasing@santafenm.gov or Teams (link below) for guidance before
proceeding.
https://teams.microsoft.com/l/team/19%3A6JxaCDNvqv_5QJ4CIFauA2TeGLsKu-
y614WgZjGIHNo1%40thread.tacv2/conversations?groupId=a367d8c2-992f-4c74-8e7d-
0ccb6950c9a1&tenantId=77b69f5a-55ed-4363-8616-4867b0bc707f
Travis Dutton-Leyda, Chief Procurement Officer
___________________ Date: __________________
Andrea Phillips, Interim Finance Director and Deputy City Manager
___________________ Date: __________________06/05/2026ANDREA PHILLIPS (Jun 5, 2026 16:26:44 MDT)06/05/2026
Blanket Services Determination V4 FY26-FY27
Final
Final Audit Report 2026-06-05
Created: 2026-06-05
By: Travis Dutton-Leyda (tkduttonleyda@santafenm.gov)
Status: Signed
Transaction ID: CBJCHBCAABAADLqMyGAem5jy5Wocdbfnanoeaw1taO0M
Documents: Blanket Services Determination V4 FY26-FY27 Final.docx (9 pages)
Number of Documents: 1
Document page count: 9
Number of supporting files: 0
Supporting files page count: 0
"Blanket Services Determination V4 FY26-FY27 Final" History
Document created by Travis Dutton-Leyda (tkduttonleyda@santafenm.gov)
2026-06-05 - 10:23:16 PM GMT- IP address: 63.232.20.2
Document emailed to Travis Dutton-Leyda (tkduttonleyda@santafenm.gov) for signature
2026-06-05 - 10:24:24 PM GMT
Document emailed to ANDREA PHILLIPS (akphillips@santafenm.gov) for signature
2026-06-05 - 10:24:25 PM GMT
Document e-signed by Travis Dutton-Leyda (tkduttonleyda@santafenm.gov)
Signature Date: 2026-06-05 - 10:24:35 PM GMT - Time Source: server- IP address: 63.232.20.2 - Signature Appearance Selected: IMAGE
Email viewed by ANDREA PHILLIPS (akphillips@santafenm.gov)
2026-06-05 - 10:25:23 PM GMT- IP address: 104.47.64.254
Document e-signed by ANDREA PHILLIPS (akphillips@santafenm.gov)
Signature Date: 2026-06-05 - 10:26:44 PM GMT - Time Source: server- IP address: 63.232.20.2 - Signature Appearance Selected: DRAW
Agreement completed.
2026-06-05 - 10:26:44 PM GMT
Signature:Email:lmmacallister@santafenm.gov
Blanket Services Determination V4 FY26-FY27
Final - signed
Final Audit Report 2026-06-29
Created: 2026-06-29
By: Linda Macallister (lmmacallister@santafenm.gov)
Status: Signed
Transaction ID: CBJCHBCAABAA87IFqm-mDHXznHNFD91BTa1OxR-aRK3s
Documents: Blanket Services Determination V4 FY26-FY27 Final - signed.pdf (10 pages)
Number of Documents: 1
Document page count: 11
Number of supporting files: 0
Supporting files page count: 0
"Blanket Services Determination V4 FY26-FY27 Final - signed"
History
Document created by Linda Macallister (lmmacallister@santafenm.gov)
2026-06-29 - 3:07:05 PM GMT- IP address: 63.232.20.2
Document emailed to Linda Macallister (lmmacallister@santafenm.gov) for signature
2026-06-29 - 3:08:45 PM GMT
Email viewed by Linda Macallister (lmmacallister@santafenm.gov)
2026-06-29 - 3:08:56 PM GMT- IP address: 51.54.38.123
Document e-signed by Linda Macallister (lmmacallister@santafenm.gov)
Signature Date: 2026-06-29 - 3:09:24 PM GMT - Time Source: server- IP address: 63.232.20.2 - Signature Appearance Selected: IMAGE
Agreement completed.
2026-06-29 - 3:09:24 PM GMT
INSR ADDL SUBR
LTR INSR WVD
DATE (MM/DD/YYYY)
PRODUCER CONTACT
NAME:
FAXPHONE (A/C, No):(A/C, No, Ext):
E-MAIL
ADDRESS:
INSURER A :
INSURED INSURER B :
INSURER C :
INSURER D :
INSURER E :
INSURER F :
POLICY NUMBER POLICY EFF POLICY EXP
TYPE OF INSURANCE LIMITS(MM/DD/YYYY) (MM/DD/YYYY)
COMMERCIAL GENERAL LIABILITY
AUTOMOBILE LIABILITY
UMBRELLA LIAB
EXCESS LIAB
WORKERS COMPENSATION
AND EMPLOYERS' LIABILITY
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)
AUTHORIZED REPRESENTATIVE
INSURER(S) AFFORDING COVERAGE NAIC #
Y / N
N / A
(Mandatory in NH)
ANY PROPRIETOR/PARTNER/EXECUTIVE
OFFICER/MEMBER EXCLUDED?
EACH OCCURRENCE $
DAMAGE TO RENTED $PREMISES (Ea occurrence)CLAIMS-MADE OCCUR
MED EXP (Any one person) $
PERSONAL & ADV INJURY $
GENERAL AGGREGATE $GEN'L AGGREGATE LIMIT APPLIES PER:
PRODUCTS - COMP/OP AGG $
$
PRO-
OTHER:
LOCJECT
COMBINED SINGLE LIMIT $(Ea accident)
BODILY INJURY (Per person) $ANY AUTO
OWNED SCHEDULED BODILY INJURY (Per accident) $AUTOS ONLY AUTOS
AUTOS ONLY
HIRED PROPERTY DAMAGE $
AUTOS ONLY (Per accident)
$
OCCUR EACH OCCURRENCE $
CLAIMS-MADE AGGREGATE $
DED RETENTION $ $
PER OTH-
STATUTE ER
E.L. EACH ACCIDENT $
E.L. DISEASE - EA EMPLOYEE $
If yes, describe under E.L. DISEASE - POLICY LIMIT $DESCRIPTION OF OPERATIONS below
POLICY
NON-OWNED
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
ACCORDANCE WITH THE POLICY PROVISIONS.
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.
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 have ADDITIONAL INSURED provisions or 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 any rights to the certificate holder in lieu of such endorsement(s).
COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:
CERTIFICATE HOLDER CANCELLATION
© 1988-2015 ACORD CORPORATION. All rights reserved.
The ACORD name and logo are registered marks of ACORDACORD 25 (2016/03)
ACORDTM CERTIFICATE OF LIABILITY INSURANCE
Continental Casualty Company
Continental Insurance Company
Builders Trust of New Mexico
Valley Forge Insurance Company
5/19/2026
USI Insurance Services, LLC
4100 Osuna Road NE Suite 2-203
Albuquerque, NM 87109
Audry Eagle
505 262-2621
Audry.Eagle@usi.com
AnchorBuilt, Inc.
P.O. Box 27688
Albuquerque, NM 87125-7688
20443
35289
99999
20508
A X
X
X PD Ded:250
X
X X 6080684959 03/10/2026 03/10/2027 1,000,000
500,000
15,000
1,000,000
2,000,000
2,000,000
D
X
X X
X X 6080684962 03/10/2026 03/10/2027 1,000,000
B X X
X 10000
6080684976 03/10/2026 03/10/2027 5,000,000
5,000,000
C
Y
X WC1000003908 03/10/2026 03/10/2027 X
2,000,000
2,000,000
2,000,000
A
D
A
Stored Material
HAPD
Leased/Rented Eq
6080684959
6080684962
6080684959
03/10/2026
03/10/2026
03/10/2026
03/10/2027
03/10/2027
03/10/2027
*See Desc Of Ops
*See Desc Of Ops
*See Desc Of Ops
Insurer A - Stored Material - Limit $750,000; Deductible $2,500 - Temp Storage - Limit $300,000
Insurer D- HAPD - Limit $75,000 - Compensation Deductible $500; Collison Deductible $500
Insurer A - Leased and Rented Equipment - Limit $500,000; Deductible $1,000
The General Liability and Automobile Liability policies include an automatic Additional Insured endorsement
that provides Additional Insured status to the Certificate Holder, only when there is a written contract or
(See Attached Descriptions)
City of Santa Fe
200 Lincoln Ave
Santa Fe, NM 87501
1 of 2
#S54189086/M53240190
ANCHOINC1Client#: 1144006
CYCHR
SAGITTA 25.3 (2016/03)
DESCRIPTIONS (Continued from Page 1)
written agreement between the named insured and the certificate holder and with regard to work performed by
or on behalf of the named insured. The General Liability and Automobile Liability policies contain a
special endorsement with "Primary and Noncontributory" wording, when required by written contract. The
General Liability, Automobile Liability, and Workers' Compensation policies provide a Blanket Waiver of
Subrogation in favor of the same, when required by written contract. Aggregate limits apply per project.
The General Liability, Automobile Liability, and Workers Compensation are in the underlying schedule of the
Umbrella policy.
2 of 2
#S54189086/M53240190
CNA PARAMOUNT
Contractors' General Liability Extension Endorsement
1. ADDITIONAL INSUREDS
a. WHO IS AN INSURED is amended to include as an Insured any person or organization described in paragraphs
A. through H. below whom a Named Insured is required to add as an additional insured on this Coverage Part
under a written contract or written agreement, provided such contract or agreement:
(1) is currently in effect or becomes effective during the term of this Coverage Part; and
(2) was executed prior to:
(a) the bodily injury or property damage; or
(b) the offense that caused the personal and advertising injury,
for which such additional insured seeks coverage.
b. However, subject always to the terms and conditions of this policy, including the limits of insurance, the Insurer
will not provide such additional insured with:
(1) a higher limit of insurance than required by such contract or agreement; or
(2) coverage broader than required by such contract or agreement, and in no event broader than that described
by the applicable paragraph A. through H. below.
Any coverage granted by this endorsement shall apply only to the extent permissible by law.
A. Controlling Interest
Any person or organization with a controlling interest in a Named Insured, but only with respect to such person or
organization's liability for bodily injury, property damage or personal and advertising injury arising out of:
1. such person or organization's financial control of a Named Insured; or
2. premises such person or organization owns, maintains or controls while a Named Insured leases or
occupies such premises;
provided that the coverage granted by this paragraph does not apply to structural alterations, new construction or
demolition operations performed by, on behalf of, or for such additional insured.
B. Co-owner of Insured Premises
A co-owner of a premises co-owned by a Named Insured and covered under this insurance but only with respect
to such co-owner's liability for bodily injury, property damage or personal and advertising injury as co-owner
of such premises.
C. Lessor of Equipment
Any person or organization from whom a Named Insured leases equipment, but only with respect to liability for
bodily injury, property damage or personal and advertising injury caused, in whole or in part, by the Named
Insured's maintenance, operation or use of such equipment, provided that the occurrence giving rise to such
bodily injury, property damage or the offense giving rise to such personal and advertising injury takes place
prior to the termination of such lease.
D. Lessor of Land
Any person or organization from whom a Named Insured leases land but only with respect to liability for bodily
injury, property damage or personal and advertising injury arising out of the ownership, maintenance or use
of such land, provided that the occurrence giving rise to such bodily injury, property damage or the offense
giving rise to such personal and advertising injury takes place prior to the termination of such lease. The
Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its permission.
CNA74705XX (1-15) Policy No: 6080684959
Page 2 of 17 Endorsement No: 4
CONTINENTAL CASUALTY COMPANY Effective Date: 03/10/2026
Insured Name: ANCHOR BUILT, INC.
CNA PARAMOUNT
Contractors' General Liability Extension Endorsement
coverage granted by this paragraph does not apply to structural alterations, new construction or demolition
operations performed by, on behalf of, or for such additional insured.
E. Lessor of Premises
An owner or lessor of premises leased to the Named Insured, or such owner or lessor's real estate manager, but
only with respect to liability for bodily injury, property damage or personal and advertising injury arising out of
the ownership, maintenance or use of such part of the premises leased to the Named Insured, and provided that
the occurrence giving rise to such bodily injury or property damage, or the offense giving rise to such personal
and advertising injury, takes place prior to the termination of such lease. The coverage granted by this
paragraph does not apply to structural alterations, new construction or demolition operations performed by, on
behalf of, or for such additional insured.
F. Mortgagee, Assignee or Receiver
A mortgagee, assignee or receiver of premises but only with respect to such mortgagee, assignee or receiver's
liability for bodily injury, property damage or personal and advertising injury arising out of the Named
Insured's ownership, maintenance, or use of a premises by a Named Insured.
The coverage granted by this paragraph does not apply to structural alterations, new construction or demolition
operations performed by, on behalf of, or for such additional insured.
G. State or Governmental Agency or Subdivision or Political Subdivisions – Permits
A state or governmental agency or subdivision or political subdivision that has issued a permit or authorization but
only with respect to such state or governmental agency or subdivision or political subdivision's liability for bodily
injury, property damage or personal and advertising injury arising out of:
1. the following hazards in connection with premises a Named Insured owns, rents, or controls and to which
this insurance applies:
a. the existence, maintenance, repair, construction, erection, or removal of advertising signs, awnings,
canopies, cellar entrances, coal holes, driveways, manholes, marquees, hoistaway openings, sidewalk
vaults, street banners, or decorations and similar exposures; or
b. the construction, erection, or removal of elevators; or
c. the ownership, maintenance or use of any elevators covered by this insurance; or
2. the permitted or authorized operations performed by a Named Insured or on a Named Insured's behalf.
The coverage granted by this paragraph does not apply to:
a. Bodily injury, property damage or personal and advertising injury arising out of operations performed
for the state or governmental agency or subdivision or political subdivision; or
b. Bodily injury or property damage included within the products-completed operations hazard.
With respect to this provision's requirement that additional insured status must be requested under a written
contract or agreement, the Insurer will treat as a written contract any governmental permit that requires the
Named Insured to add the governmental entity as an additional insured.
H. Trade Show Event Lessor
1. With respect to a Named Insured's participation in a trade show event as an exhibitor, presenter or displayer,
any person or organization whom the Named Insured is required to include as an additional insured, but only
with respect to such person or organization's liability for bodily injury, property damage or personal and
advertising injury caused by:
Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its permission.
40020005960806849595847
CNA74705XX (1-15) Policy No: 6080684959
Page 3 of 17 Endorsement No: 4
CONTINENTAL CASUALTY COMPANY Effective Date: 03/10/2026
Insured Name: ANCHOR BUILT, INC.
CNA PARAMOUNT
Contractors' General Liability Extension Endorsement
a. the Named Insured's acts or omissions; or
b. the acts or omissions of those acting on the Named Insured's behalf,
in the performance of the Named Insured's ongoing operations at the trade show event premises during the
trade show event.
2. The coverage granted by this paragraph does not apply to bodily injury or property damage included within
the products-completed operations hazard.
2. ADDITIONAL INSURED - PRIMARY AND NON-CONTRIBUTORY TO ADDITIONAL INSURED'S INSURANCE
The Other Insurance Condition in the COMMERCIAL GENERAL LIABILITY CONDITIONS Section is amended to
add the following paragraph:
If the Named Insured has agreed in writing in a contract or agreement that this insurance is primary and non-
contributory relative to an additional insured's own insurance, then this insurance is primary, and the Insurer will not
seek contribution from that other insurance. For the purpose of this Provision 2., the additional insured's own
insurance means insurance on which the additional insured is a named insured. Otherwise, and notwithstanding
anything to the contrary elsewhere in this Condition, the insurance provided to such person or organization is excess
of any other insurance available to such person or organization.
3. BODILY INJURY – EXPANDED DEFINITION
Under DEFINITIONS, the definition of bodily injury is deleted and replaced by the following:
Bodily injury means physical injury, sickness or disease sustained by a person, including death, humiliation, shock,
mental anguish or mental injury sustained by that person at any time which results as a consequence of the physical
injury, sickness or disease.
4. BROAD KNOWLEDGE OF OCCURRENCE/ NOTICE OF OCCURRENCE
Under CONDITIONS, the condition entitled Duties in The Event of Occurrence, Offense, Claim or Suit is amended
to add the following provisions:
A. BROAD KNOWLEDGE OF OCCURRENCE
The Named Insured must give the Insurer or the Insurer's authorized representative notice of an occurrence,
offense or claim only when the occurrence, offense or claim is known to a natural person Named Insured, to a
partner, executive officer, manager or member of a Named Insured, or an employee designated by any of the
above to give such notice.
B. NOTICE OF OCCURRENCE
The Named Insured's rights under this Coverage Part will not be prejudiced if the Named Insured fails to give
the Insurer notice of an occurrence, offense or claim and that failure is solely due to the Named Insured's
reasonable belief that the bodily injury or property damage is not covered under this Coverage Part. However,
the Named Insured shall give written notice of such occurrence, offense or claim to the Insurer as soon as the
Named Insured is aware that this insurance may apply to such occurrence, offense or claim.
5. BROAD NAMED INSURED
WHO IS AN INSURED is amended to delete its Paragraph 3. in its entirety and replace it with the following:
3. Pursuant to the limitations described in Paragraph 4. below, any organization in which a Named Insured has
management control:
a. on the effective date of this Coverage Part; or
Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its permission.
CNA74705XX (1-15) Policy No: 6080684959
Page 4 of 17 Endorsement No: 4
CONTINENTAL CASUALTY COMPANY Effective Date: 03/10/2026
Insured Name: ANCHOR BUILT, INC.
CNA PARAMOUNT
Contractors' General Liability Extension Endorsement
b. by reason of a Named Insured creating or acquiring the organization during the policy period,
qualifies as a Named Insured, provided that there is no other similar liability insurance, whether primary,
contributory, excess, contingent or otherwise, which provides coverage to such organization, or which would have
provided coverage but for the exhaustion of its limit, and without regard to whether its coverage is broader or
narrower than that provided by this insurance.
But this BROAD NAMED INSURED provision does not apply to:
(a) any partnership, limited liability company or joint venture; or
(b) any organization for which coverage is excluded by another endorsement attached to this Coverage Part.
For the purpose of this provision, management control means:
A. owning interests representing more than 50% of the voting, appointment or designation power for the
selection of a majority of the Board of Directors of a corporation; or
B. having the right, pursuant to a written trust agreement, to protect, control the use of, encumber or transfer or
sell property held by a trust.
4. With respect to organizations which qualify as Named Insureds by virtue of Paragraph 3. above, this insurance
does not apply to:
a. bodily injury or property damage that first occurred prior to the date of management control, or that first
occurs after management control ceases; nor
b. personal or advertising injury caused by an offense that first occurred prior to the date of management
control or that first occurs after management control ceases.
5. The insurance provided by this Coverage Part applies to Named Insureds when trading under their own names
or under such other trading names or doing-business-as names (dba) as any Named Insured should choose to
employ.
6. BROADENED LIABILITY COVERAGE FOR DAMAGE TO YOUR PRODUCT AND YOUR WORK
A. Under COVERAGES, Coverage A – Bodily Injury and Property Damage Liability, the paragraph entitled
Exclusions is amended to delete exclusions k. and I. and replace them with the following:
This insurance does not apply to:
k. Damage to Your Product
Property damage to your product arising out of it, or any part of it except when caused by or resulting from:
(1) fire;
(2) smoke;
(3) collapse; or
(4) explosion.
I. Damage to Your Work
Property damage to your work arising out of it, or any part of it and included in the products-completed
operations hazard.
This exclusion does not apply:
(1) If the damaged work, or the work out of which the damage arises, was performed on the Named
Insured's behalf by a subcontractor; or
Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its permission.
40020005960806849595848
CNA74705XX (1-15) Policy No: 6080684959
Page 5 of 17 Endorsement No: 4
CONTINENTAL CASUALTY COMPANY Effective Date: 03/10/2026
Insured Name: ANCHOR BUILT, INC.
CNA PARAMOUNT
Contractors' General Liability Extension Endorsement
(2) If the cause of loss to the damaged work arises as a result of:
(a) fire;
(b) smoke;
(c) collapse; or
(d) explosion.
B. The following paragraph is added to LIMITS OF INSURANCE:
Subject to 5. above, $100,000 is the most the Insurer will pay under Coverage A for the sum of damages arising
out of any one occurrence because of property damage to your product and your work that is caused by fire,
smoke, collapse or explosion and is included within the product-completed operations hazard. This sublimit
does not apply to property damage to your work if the damaged work, or the work out of which the damage
arises, was performed on the Named Insured's behalf by a subcontractor.
C. This Broadened Liability Coverage For Damage To Your Product And Your Work Provision does not apply if
an endorsement of the same name is attached to this policy.
7. CONTRACTUAL LIABILITY – RAILROADS
With respect to operations performed within 50 feet of railroad property, the definition of insured contract is replaced
by the following:
Insured Contract means:
a. A contract for a lease of premises. However, that portion of the contract for a lease of premises that indemnifies
any person or organization for damage by fire to premises while rented to a Named Insured or temporarily
occupied by a Named Insured with permission of the owner is not an insured contract;
b. A sidetrack agreement;
c. Any easement or license agreement;
d. An obligation, as required by ordinance, to indemnify a municipality, except in connection with work for a
municipality;
e. An elevator maintenance agreement;
f. That part of any other contract or agreement pertaining to the Named Insured's business (including an
indemnification of a municipality in connection with work performed for a municipality) under which the Named
Insured assumes the tort liability of another party to pay for bodily injury or property damage to a third person
or organization. Tort liability means a liability that would be imposed by law in the absence of any contract or
agreement.
Paragraph f. does not include that part of any contract or agreement:
(1) That indemnifies an architect, engineer or surveyor for injury or damage arising out of:
(a) Preparing, approving or failing to prepare or approve maps, shop drawings, opinions, reports, surveys,
field orders, change orders or drawings and specifications; or
(b) Giving directions or instructions, or failing to give them, if that is the primary cause of the injury or
damage;
(2) Under which the Insured, if an architect, engineer or surveyor, assumes liability for an injury or damage
arising out of the insured's rendering or failure to render professional services, including those listed in (1)
above and supervisory, inspection, architectural or engineering activities.
8. ELECTRONIC DATA LIABILITY
Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its permission.
CNA74705XX (1-15) Policy No: 6080684959
Page 6 of 17 Endorsement No: 4
CONTINENTAL CASUALTY COMPANY Effective Date: 03/10/2026
Insured Name: ANCHOR BUILT, INC.
CNA PARAMOUNT
Contractors' General Liability Extension Endorsement
A. Under COVERAGES, Coverage A – Bodily Injury and Property Damage Liability, the paragraph entitled
Exclusions is amended to delete exclusion p. Electronic Data and replace it with the following:
This insurance does not apply to:
p. Access Or Disclosure Of Confidential Or Personal Information And Data-related Liability
Damages arising out of:
(1) any access to or disclosure of any person's or organization's confidential or personal information,
including patents, trade secrets, processing methods, customer lists, financial information, credit card
information, health information or any other type of nonpublic information; or
(2) the loss of, loss of use of, damage to, corruption of, inability to access, or inability to manipulate
electronic data that does not result from physical injury to tangible property.
However, unless Paragraph (1) above applies, this exclusion does not apply to damages because of bodily
injury.
This exclusion applies even if damages are claimed for notification costs, credit monitoring expenses,
forensic expenses, public relation expenses or any other loss, cost or expense incurred by the Named
Insured or others arising out of that which is described in Paragraph (1) or (2) above.
B. The following paragraph is added to LIMITS OF INSURANCE:
Subject to 5. above, $100,000 is the most the Insurer will pay under Coverage A for all damages arising out of
any one occurrence because of property damage that results from physical injury to tangible property and
arises out of electronic data.
C. The following definition is added to DEFINITIONS:
Electronic data means information, facts or programs stored as or on, created or used on, or transmitted to or
from computer software (including systems and applications software), hard or floppy disks, CD-ROMS, tapes,
drives, cells, data processing devices or any other media which are used with electronically controlled equipment.
D. For the purpose of the coverage provided by this ELECTRONIC DATA LIABILITY Provision, the definition of
property damage in DEFINITIONS is replaced by the following:
Property damage means:
a. Physical injury to tangible property, including all resulting loss of use of that property. All such loss of use
shall be deemed to occur at the time of the physical injury that caused it;
b. Loss of use of tangible property that is not physically injured. All such loss of use shall be deemed to occur at
the time of the occurrence that caused it; or
c. Loss of, loss of use of, damage to, corruption of, inability to access, or inability to properly manipulate
electronic data, resulting from physical injury to tangible property. All such loss of electronic data shall be
deemed to occur at the time of the occurrence that caused it.
For the purposes of this insurance, electronic data is not tangible property.
E. If Electronic Data Liability is provided at a higher limit by another endorsement attached to this policy, then the
$100,000 limit provided by this ELECTRONIC DATA LIABILITY Provision is part of, and not in addition to, that
higher limit.
9. ESTATES, LEGAL REPRESENTATIVES, AND SPOUSES
The estates, heirs, legal representatives and spouses of any natural person Insured shall also be insured under this
policy; provided, however, coverage is afforded to such estates, heirs, legal representatives, and spouses only for
Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its permission.
40020005960806849595849
CNA74705XX (1-15) Policy No: 6080684959
Page 7 of 17 Endorsement No: 4
CONTINENTAL CASUALTY COMPANY Effective Date: 03/10/2026
Insured Name: ANCHOR BUILT, INC.
CNA PARAMOUNT
Contractors' General Liability Extension Endorsement
claims arising solely out of their capacity or status as such and, in the case of a spouse, where such claim seeks
damages from marital community property, jointly held property or property transferred from such natural person
Insured to such spouse. No coverage is provided for any act, error or omission of an estate, heir, legal
representative, or spouse outside the scope of such person's capacity or status as such, provided however that the
spouse of a natural person Named Insured and the spouses of members or partners of joint venture or partnership
Named Insureds are Insureds with respect to such spouses' acts, errors or omissions in the conduct of the Named
Insured's business.
10. EXPECTED OR INTENDED INJURY – EXCEPTION FOR REASONABLE FORCE
Under COVERAGES, Coverage A – Bodily Injury and Property Damage Liability, the paragraph entitled
Exclusions is amended to delete the exclusion entitled Expected or Intended Injury and replace it with the following:
This insurance does not apply to:
Expected or Intended Injury
Bodily injury or property damage expected or intended from the standpoint of the Insured. This exclusion does not
apply to bodily injury or property damage resulting from the use of reasonable force to protect persons or property.
11. GENERAL AGGREGATE LIMITS OF INSURANCE - PER PROJECT
A. For each construction project away from premises the Named Insured owns or rents, a separate Construction
Project General Aggregate Limit, equal to the amount of the General Aggregate Limit shown in the Declarations,
is the most the Insurer will pay for the sum of:
1. All damages under Coverage A, except damages because of bodily injury or property damage included in
the products-completed operations hazard; and
2. All medical expenses under Coverage C,
that arise from occurrences or accidents which can be attributed solely to ongoing operations at that construction
project. Such payments shall not reduce the General Aggregate Limit shown in the Declarations, nor the
Construction Project General Aggregate Limit of any other construction project.
B. All:
1. Damages under Coverage B, regardless of the number of locations or construction projects involved;
2. Damages under Coverage A, caused by occurrences which cannot be attributed solely to ongoing
operations at a single construction project, except damages because of bodily injury or property damage
included in the products-completed operations hazard; and
3. Medical expenses under Coverage C caused by accidents which cannot be attributed solely to ongoing
operations at a single construction project,
will reduce the General Aggregate Limit shown in the Declarations.
C. The limits shown in the Declarations for Each Occurrence, for Damage To Premises Rented To You and for
Medical Expense continue to apply, but will be subject to either the Construction Project General Aggregate Limit
or the General Aggregate Limit shown in the Declarations, depending on whether the occurrence can be
attributed solely to ongoing operations at a particular construction project.
D. When coverage for liability arising out of the products-completed operations hazard is provided, any payments
for damages because of bodily injury or property damage included in the products-completed operations
hazard will reduce the Products-Completed Operations Aggregate Limit shown in the Declarations, regardless of
the number of projects involved.
Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its permission.
CNA74705XX (1-15) Policy No: 6080684959
Page 8 of 17 Endorsement No: 4
CONTINENTAL CASUALTY COMPANY Effective Date: 03/10/2026
Insured Name: ANCHOR BUILT, INC.
CNA PARAMOUNT
Contractors' General Liability Extension Endorsement
E. If a single construction project away from premises owned by or rented to the Insured has been abandoned and
then restarted, or if the authorized contracting parties deviate from plans, blueprints, designs, specifications or
timetables, the project will still be deemed to be the same construction project.
F. The provisions of LIMITS OF INSURANCE not otherwise modified by this endorsement shall continue to apply as
stipulated.
12. IN REM ACTIONS
A quasi in rem action against any vessel owned or operated by or for the Named Insured, or chartered by or for the
Named Insured, will be treated in the same manner as though the action were in personam against the Named
Insured.
13. INCIDENTAL HEALTH CARE MALPRACTICE COVERAGE
Solely with respect to bodily injury that arises out of a health care incident:
A. Under COVERAGES, Coverage A – Bodily Injury and Property Damage Liability, the paragraph entitled
Insuring Agreement is amended to replace Paragraphs 1.b.(1) and 1.b.(2) with the following:
b. This insurance applies to bodily injury provided that the professional health care services are incidental to
the Named Insured's primary business purpose, and only if:
(1) such bodily injury is caused by an occurrence that takes place in the coverage territory.
(2) the bodily injury first occurs during the policy period. All bodily injury arising from an occurrence will
be deemed to have occurred at the time of the first act, error, or omission that is part of the occurrence;
and
B. Under COVERAGES, Coverage A – Bodily Injury and Property Damage Liability, the paragraph entitled
Exclusions is amended to:
i. add the following to the Employers Liability exclusion:
This exclusion applies only if the bodily injury arising from a health care incident is covered by other
liability insurance available to the Insured (or which would have been available but for exhaustion of its
limits).
ii. delete the exclusion entitled Contractual Liability and replace it with the following:
This insurance does not apply to:
Contractual Liability
the Insured's actual or alleged liability under any oral or written contract or agreement, including but not
limited to express warranties or guarantees.
iii. add the following additional exclusions:
This insurance does not apply to:
Discrimination
any actual or alleged discrimination, humiliation or harassment, including but not limited to claims based on
an individual's race, creed, color, age, gender, national origin, religion, disability, marital status or sexual
orientation.
Dishonesty or Crime
Any actual or alleged dishonest, criminal or malicious act, error or omission.
Medicare/Medicaid Fraud
Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its permission.
40020005960806849595850
CNA74705XX (1-15) Policy No: 6080684959
Page 9 of 17 Endorsement No: 4
CONTINENTAL CASUALTY COMPANY Effective Date: 03/10/2026
Insured Name: ANCHOR BUILT, INC.
CNA PARAMOUNT
Contractors' General Liability Extension Endorsement
any actual or alleged violation of law with respect to Medicare, Medicaid, Tricare or any similar federal, state
or local governmental program.
Services Excluded by Endorsement
Any health care incident for which coverage is excluded by endorsement.
C. DEFINITIONS is amended to:
i. add the following definitions:
Health care incident means an act, error or omission by the Named Insured's employees or volunteer
workers in the rendering of:
a. professional health care services on behalf of the Named Insured or
b. Good Samaritan services rendered in an emergency and for which no payment is demanded or received.
Professional health care services means any health care services or the related furnishing of food,
beverages, medical supplies or appliances by the following providers in their capacity as such but solely to
the extent they are duly licensed as required:
a. Physician;
b. Nurse;
c. Nurse practitioner;
d. Emergency medical technician;
e. Paramedic;
f. Dentist;
g. Physical therapist;
h. Psychologist;
i. Speech therapist;
j. Other allied health professional; or
Professional health care services does not include any services rendered in connection with human clinical
trials or product testing.
ii. delete the definition of occurrence and replace it with the following:
Occurrence means a health care incident. All acts, errors or omissions that are logically connected by any
common fact, circumstance, situation, transaction, event, advice or decision will be considered to constitute a
single occurrence;
iii. amend the definition of Insured to:
a. add the following:
the Named Insured's employees are Insureds with respect to:
(1) bodily injury to a co-employee while in the course of the co-employee's employment by the
Named Insured or while performing duties related to the conduct of the Named Insured's
business; and
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CNA74705XX (1-15) Policy No: 6080684959
Page 10 of 17 Endorsement No: 4
CONTINENTAL CASUALTY COMPANY Effective Date: 03/10/2026
Insured Name: ANCHOR BUILT, INC.
CNA PARAMOUNT
Contractors' General Liability Extension Endorsement
(2) bodily injury to a volunteer worker while performing duties related to the conduct of the
Named Insured's business;
when such bodily injury arises out of a health care incident.
the Named Insured's volunteer workers are Insureds with respect to:
(1) bodily injury to a co-volunteer worker while performing duties related to the conduct of the
Named Insured's business; and
(2) bodily injury to an employee while in the course of the employee's employment by the Named
Insured or while performing duties related to the conduct of the Named Insured's business;
when such bodily injury arises out of a health care incident.
b. delete Subparagraphs (a), (b), (c) and (d) of Paragraph 2.a.(1) of WHO IS AN INSURED.
D. The Other Insurance condition is amended to delete Paragraph b.(1) in its entirety and replace it with the
following:
Other Insurance
b. Excess Insurance
(1) To the extent this insurance applies, it is excess over any other insurance, self insurance or risk transfer
instrument, whether primary, excess, contingent or on any other basis, except for insurance purchased
specifically by the Named Insured to be excess of this coverage.
14. JOINT VENTURES / PARTNERSHIP / LIMITED LIABILITY COMPANIES
WHO IS AN INSURED is amended to delete its last paragraph and replace it with the following:
No person or organization is an Insured with respect to the conduct of any current or past partnership, joint venture or
limited liability company that is not shown as a Named Insured in the Declarations, except that if the Named Insured
was a joint venturer, partner, or member of a limited liability company and such joint venture, partnership or limited
liability company terminated prior to or during the policy period, such Named Insured is an Insured with respect to
its interest in such joint venture, partnership or limited liability company but only to the extent that:
a. any offense giving rise to personal and advertising injury occurred prior to such termination date, and the
personal and advertising injury arising out of such offense first occurred after such termination date;
b. the bodily injury or property damage first occurred after such termination date; and
c. there is no other valid and collectible insurance purchased specifically to insure the partnership, joint venture or
limited liability company; and
If the joint venture, partnership or limited liability company is or was insured under a consolidated (wrap-up)
insurance program, then such insurance will always be considered valid and collectible for the purpose of paragraph
c. above. But this provision will not serve to exclude bodily injury, property damage or personal and advertising
injury that would otherwise be covered under the Contractors General Liability Extension Endorsement provision
entitled WRAP-UP EXTENSION: OCIP, CCIP, OR CONSOLIDATED (WRAP-UP) INSURANCE PROGRAMS.
Please see that provision for the definition of consolidated (wrap-up) insurance program.
15. LEGAL LIABILITY – DAMAGE TO PREMISES / ALIENATED PREMISES / PROPERTY IN THE NAMED
INSURED'S CARE, CUSTODY OR CONTROL
A. Under COVERAGES, Coverage A – Bodily Injury and Property Damage Liability, the paragraph entitled
Exclusions is amended to delete exclusion j. Damage to Property in its entirety and replace it with the following:
This insurance does not apply to:
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40020005960806849595851
CNA74705XX (1-15) Policy No: 6080684959
Page 11 of 17 Endorsement No: 4
CONTINENTAL CASUALTY COMPANY Effective Date: 03/10/2026
Insured Name: ANCHOR BUILT, INC.
CNA PARAMOUNT
Contractors' General Liability Extension Endorsement
j. Damage to Property
Property damage to:
(1) Property the Named Insured owns, rents, or occupies, including any costs or expenses incurred by you,
or any other person, organization or entity, for repair, replacement, enhancement, restoration or
maintenance of such property for any reason, including prevention of injury to a person or damage to
another's property;
(2) Premises the Named Insured sells, gives away or abandons, if the property damage arises out of any
part of those premises;
(3) Property loaned to the Named Insured;
(4) Personal property in the care, custody or control of the Insured;
(5) That particular part of real property on which the Named Insured or any contractors or subcontractors
working directly or indirectly on the Named Insured's behalf are performing operations, if the property
damage arises out of those operations; or
(6) That particular part of any property that must be restored, repaired or replaced because your work was
incorrectly performed on it.
Paragraphs (1), (3) and (4) of this exclusion do not apply to property damage (other than damage by fire) to
premises rented to the Named Insured or temporarily occupied by the Named Insured with the permission of
the owner, nor to the contents of premises rented to the Named Insured for a period of 7 or fewer
consecutive days. A separate limit of insurance applies to Damage To Premises Rented To You as described
in LIMITS OF INSURANCE.
Paragraph (2) of this exclusion does not apply if the premises are your work.
Paragraphs (3), (4), (5) and (6) of this exclusion do not apply to liability assumed under a sidetrack
agreement.
Paragraph (6) of this exclusion does not apply to property damage included in the products-completed
operations hazard.
Paragraphs (3) and (4) of this exclusion do not apply to property damage to:
i. tools, or equipment the Named Insured borrows from others, nor
ii. other personal property of others in the Named Insured's care, custody or control while being used in the
Named Insured's operations away from any Named Insured's premises.
However, the coverage granted by this exception to Paragraphs (3) and (4) does not apply to:
a. property at a job site awaiting or during such property's installation, fabrication, or erection;
b. property that is mobile equipment leased by an Insured;
c. property that is an auto, aircraft or watercraft;
d. property in transit; or
e. any portion of property damage for which the Insured has available other valid and collectible
insurance, or would have such insurance but for exhaustion of its limits, or but for application of one of its
exclusions.
A separate limit of insurance and deductible apply to such property of others. See LIMITS OF INSURANCE
as amended below.
Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its permission.
CNA74705XX (1-15) Policy No: 6080684959
Page 12 of 17 Endorsement No: 4
CONTINENTAL CASUALTY COMPANY Effective Date: 03/10/2026
Insured Name: ANCHOR BUILT, INC.
CNA PARAMOUNT
Contractors' General Liability Extension Endorsement
B. Under COVERAGES, Coverage A – Bodily Injury and Property Damage Liability, the paragraph entitled
Exclusions is amended to delete its last paragraph and replace it with the following:
Exclusions c. through n. do not apply to damage by fire to premises while rented to a Named Insured or
temporarily occupied by a Named Insured with permission of the owner, nor to damage to the contents of
premises rented to a Named Insured for a period of 7 or fewer consecutive days.
A separate limit of insurance applies to this coverage as described in LIMITS OF INSURANCE.
C. The following paragraph is added to LIMITS OF INSURANCE:
Subject to 5. above, $25,000 is the most the Insurer will pay under Coverage A for damages arising out of any
one occurrence because of the sum of all property damage to borrowed tools or equipment, and to other
personal property of others in the Named Insured's care, custody or control, while being used in the Named
Insured's operations away from any Named Insured's premises. The Insurer's obligation to pay such property
damage does not apply until the amount of such property damage exceeds $1,000. The Insurer has the right but
not the duty to pay any portion of this $1,000 in order to effect settlement. If the Insurer exercises that right, the
Named Insured will promptly reimburse the Insurer for any such amount.
D. Paragraph 6., Damage To Premises Rented To You Limit, of LIMITS OF INSURANCE is deleted and replaced by
the following:
6. Subject to Paragraph 5. above, (the Each Occurrence Limit), the Damage To Premises Rented To You Limit
is the most the Insurer will pay under Coverage A for damages because of property damage to any one
premises while rented to the Named Insured or temporarily occupied by the Named Insured with the
permission of the owner, including contents of such premises rented to the Named Insured for a period of 7
or fewer consecutive days. The Damage To Premises Rented To You Limit is the greater of:
a. $500,000; or
b. The Damage To Premises Rented To You Limit shown in the Declarations.
E. Paragraph 4.b.(1)(a)(ii) of the Other Insurance Condition is deleted and replaced by the following:
(ii) That is property insurance for premises rented to the Named Insured, for premises temporarily occupied by
the Named Insured with the permission of the owner; or for personal property of others in the Named
Insured's care, custody or control;
16. LIQUOR LIABILITY
Under COVERAGES, Coverage A – Bodily Injury and Property Damage Liability, the paragraph entitled
Exclusions is amended to delete the exclusion entitled Liquor Liability.
This LIQUOR LIABILITY provision does not apply to any person or organization who otherwise qualifies as an
additional insured on this Coverage Part.
17. MEDICAL PAYMENTS
A. LIMITS OF INSURANCE is amended to delete Paragraph 7. (the Medical Expense Limit) and replace it with the
following:
7. Subject to Paragraph 5. above (the Each Occurrence Limit), the Medical Expense Limit is the most the
Insurer will pay under Coverage C – Medical Payments for all medical expenses because of bodily injury
sustained by any one person. The Medical Expense Limit is the greater of:
(1) $15,000 unless a different amount is shown here: $N,NNN,NNN,NNN; or
(2) the amount shown in the Declarations for Medical Expense Limit.
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40020005960806849595852
CNA74705XX (1-15) Policy No: 6080684959
Page 13 of 17 Endorsement No: 4
CONTINENTAL CASUALTY COMPANY Effective Date: 03/10/2026
Insured Name: ANCHOR BUILT, INC.
CNA PARAMOUNT
Contractors' General Liability Extension Endorsement
B. Under COVERAGES, the Insuring Agreement of Coverage C – Medical Payments is amended to replace
Paragraph 1.a.(3)(b) with the following:
(b) The expenses are incurred and reported to the Insurer within three years of the date of the accident; and
18. NON-OWNED AIRCRAFT
Under COVERAGES, Coverage A – Bodily Injury and Property Damage Liability, the paragraph entitled
Exclusions is amended as follows:
The exclusion entitled Aircraft, Auto or Watercraft is amended to add the following:
This exclusion does not apply to an aircraft not owned by any Named Insured, provided that:
1. the pilot in command holds a currently effective certificate issued by the duly constituted authority of the United
States of America or Canada, designating that person as a commercial or airline transport pilot;
2. the aircraft is rented with a trained, paid crew to the Named Insured; and
3. the aircraft is not being used to carry persons or property for a charge.
19. NON-OWNED WATERCRAFT
Under COVERAGES, Coverage A – Bodily Injury and Property Damage Liability, the paragraph entitled
Exclusions is amended to delete subparagraph (2) of the exclusion entitled Aircraft, Auto or Watercraft, and
replace it with the following.
This exclusion does not apply to:
(2) a watercraft that is not owned by any Named Insured, provided the watercraft is:
(a) less than 75 feet long; and
(b) not being used to carry persons or property for a charge.
20. PERSONAL AND ADVERTISING INJURY –DISCRIMINATION OR HUMILIATION
A. Under DEFINITIONS, the definition of personal and advertising injury is amended to add the following tort:
Discrimination or humiliation that results in injury to the feelings or reputation of a natural person.
B. Under COVERAGES, Coverage B – Personal and Advertising Injury Liability, the paragraph entitled
Exclusions is amended to:
1. delete the Exclusion entitled Knowing Violation Of Rights Of Another and replace it with the following:
This insurance does not apply to:
Knowing Violation of Rights of Another
Personal and advertising injury caused by or at the direction of the Insured with the knowledge that the act
would violate the rights of another and would inflict personal and advertising injury. This exclusion shall not
apply to discrimination or humiliation that results in injury to the feelings or reputation of a natural person, but
only if such discrimination or humiliation is not done intentionally by or at the direction of:
(a) the Named Insured; or
(b) any executive officer, director, stockholder, partner, member or manager (if the Named Insured is a
limited liability company) of the Named Insured.
2. add the following exclusions:
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CNA74705XX (1-15) Policy No: 6080684959
Page 14 of 17 Endorsement No: 4
CONTINENTAL CASUALTY COMPANY Effective Date: 03/10/2026
Insured Name: ANCHOR BUILT, INC.
CNA PARAMOUNT
Contractors' General Liability Extension Endorsement
This insurance does not apply to:
Employment Related Discrimination
Discrimination or humiliation directly or indirectly related to the employment, prospective employment, past
employment or termination of employment of any person by any Insured.
Premises Related Discrimination
discrimination or humiliation arising out of the sale, rental, lease or sub-lease or prospective sale, rental,
lease or sub-lease of any room, dwelling or premises by or at the direction of any Insured.
Notwithstanding the above, there is no coverage for fines or penalties levied or imposed by a governmental entity
because of discrimination.
The coverage provided by this PERSONAL AND ADVERTISING INJURY –DISCRIMINATION OR HUMILIATION
Provision does not apply to any person or organization whose status as an Insured derives solely from
Provision 1. ADDITIONAL INSURED of this endorsement; or
attachment of an additional insured endorsement to this Coverage Part.
This PERSONAL AND ADVERTISING INJURY –DISCRIMINATION OR HUMILIATION Provision does not apply to
any person or organization who otherwise qualifies as an additional insured on this Coverage Part.
21. PERSONAL AND ADVERTISING INJURY - CONTRACTUAL LIABILITY
A. Under COVERAGES, Coverage B –Personal and Advertising Injury Liability, the paragraph entitled
Exclusions is amended to delete the exclusion entitled Contractual Liability.
B. Solely for the purpose of the coverage provided by this PERSONAL AND ADVERTISING INJURY -
CONTRACTUAL LIABILITY provision, the following changes are made to the section entitled
SUPPLEMENTARY PAYMENTS – COVERAGES A AND B:
1. Paragraph 2.d. is replaced by the following:
d. The allegations in the suit and the information the Insurer knows about the offense alleged in such suit
are such that no conflict appears to exist between the interests of the Insured and the interests of the
indemnitee;
2. The first unnumbered paragraph beneath Paragraph 2.f.(2)(b) is deleted and replaced by the following:
So long as the above conditions are met, attorneys fees incurred by the Insurer in the defense of that
indemnitee, necessary litigation expenses incurred by the Insurer, and necessary litigation expenses incurred
by the indemnitee at the Insurer's request will be paid as defense costs. Such payments will not be deemed
to be damages for personal and advertising injury and will not reduce the limits of insurance.
C. This PERSONAL AND ADVERTISING INJURY - CONTRACTUAL LIABILITY Provision does not apply if
Coverage B –Personal and Advertising Injury Liability is excluded by another endorsement attached to this
Coverage Part.
This PERSONAL AND ADVERTISING INJURY - CONTRACTUAL LIABILITY Provision does not apply to any
person or organization who otherwise qualifies as an additional insured on this Coverage Part.
22. PROPERTY DAMAGE – ELEVATORS
A. Under COVERAGES, Coverage A – Bodily Injury and Property Damage Liability, the paragraph entitled
Exclusions is amended such that the Damage to Your Product Exclusion and subparagraphs (3), (4) and (6) of
the Damage to Property Exclusion do not apply to property damage that results from the use of elevators.
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40020005960806849595853
CNA74705XX (1-15) Policy No: 6080684959
Page 15 of 17 Endorsement No: 4
CONTINENTAL CASUALTY COMPANY Effective Date: 03/10/2026
Insured Name: ANCHOR BUILT, INC.
CNA PARAMOUNT
Contractors' General Liability Extension Endorsement
B. Solely for the purpose of the coverage provided by this PROPERTY DAMAGE – ELEVATORS Provision, the
Other Insurance conditions is amended to add the following paragraph:
This insurance is excess over any of the other insurance, whether primary, excess, contingent or on any other
basis that is Property insurance covering property of others damaged from the use of elevators.
23. SUPPLEMENTARY PAYMENTS
The section entitled SUPPLEMENTARY PAYMENTS – COVERAGES A AND B is amended as follows:
A. Paragraph 1.b. is amended to delete the $250 limit shown for the cost of bail bonds and replace it with a $5,000.
limit; and
B. Paragraph 1.d. is amended to delete the limit of $250 shown for daily loss of earnings and replace it with a
$1,000. limit.
24. UNINTENTIONAL FAILURE TO DISCLOSE HAZARDS
If the Named Insured unintentionally fails to disclose all existing hazards at the inception date of the Named
Insured's Coverage Part, the Insurer will not deny coverage under this Coverage Part because of such failure.
25. WAIVER OF SUBROGATION - BLANKET
Under CONDITIONS, the condition entitled Transfer Of Rights Of Recovery Against Others To Us is amended to
add the following:
The Insurer waives any right of recovery the Insurer may have against any person or organization because of
payments the Insurer makes for injury or damage arising out of:
1. the Named Insured's ongoing operations; or
2. your work included in the products-completed operations hazard.
However, this waiver applies only when the Named Insured has agreed in writing to waive such rights of recovery in
a written contract or written agreement, and only if such contract or agreement:
1. is in effect or becomes effective during the term of this Coverage Part; and
2. was executed prior to the bodily injury, property damage or personal and advertising injury giving rise to the
claim.
26. WRAP-UP EXTENSION: OCIP, CCIP, OR CONSOLIDATED (WRAP-UP) INSURANCE PROGRAMS
Note: The following provision does not apply to any public construction project in the state of Oklahoma, nor to any
construction project in the state of Alaska, that is not permitted to be insured under a consolidated (wrap-up)
insurance program by applicable state statute or regulation.
If the endorsement EXCLUSION – CONSTRUCTION WRAP-UP is attached to this policy, or another exclusionary
endorsement pertaining to Owner Controlled Insurance Programs (O.C.I.P.) or Contractor Controlled Insurance
Programs (C.C.I.P.) is attached, then the following changes apply:
A. The following wording is added to the above-referenced endorsement:
With respect to a consolidated (wrap-up) insurance program project in which the Named Insured is or was
involved, this exclusion does not apply to those sums the Named Insured become legally obligated to pay as
damages because of:
1. Bodily injury, property damage, or personal or advertising injury that occurs during the Named Insured's
ongoing operations at the project, or during such operations of anyone acting on the Named Insured's
behalf; nor
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CNA74705XX (1-15) Policy No: 6080684959
Page 16 of 17 Endorsement No: 4
CONTINENTAL CASUALTY COMPANY Effective Date: 03/10/2026
Insured Name: ANCHOR BUILT, INC.
CNA PARAMOUNT
Blanket Additional Insured - Owners, Lessees or Contractors -
with Products-Completed Operations Coverage Endorsement
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
It is understood and agreed as follows:
I. WHO IS AN INSURED is amended to include as an Insured any person or organization whom you are required by
written contract to add as an additional insured on this Coverage Part, but only with respect to liability for bodily
injury, property damage or personal and advertising injury caused in whole or in part by your acts or omissions, or
the acts or omissions of those acting on your behalf:
A. In the performance of your ongoing operations subject to such written contract; or
B. In the performance of your work subject to such written contract, but only with respect to bodily injury or
property damage included in the products-completed operations hazard, and only if:
1. The written contract requires you to provide the additional insured such coverage; and
2. This Coverage Part provides such coverage; and
C. Subject always to the terms and conditions of this policy, including the limits of insurance, the Insurer will not
provide such additional insured with:
1. Coverage broader than what you are required to provide by the written contract; or
2. A higher limit of insurance than what you are required to provide by the written contract.
Any coverage granted by this Paragraph I. shall apply solely to the extent permissible by law.
II. If the written contract requires additional insured coverage under the 07-04 edition of CG2010 or CG2037, then
paragraph I. above is deleted in its entirety and replaced by the following:
WHO IS AN INSURED is amended to include as an Insured any person or organization whom you are required by
written contract to add as an additional insured on this Coverage Part, but only with respect to liability for bodily
injury, property damage or personal and advertising injury caused in whole or in part by your acts or omissions, or
the acts or omissions of those acting on your behalf:
A. In the performance of your ongoing operations subject to such written contract; or
B. In the performance of your work subject to such written contract, but only with respect to bodily injury or
property damage included in the products-completed operations hazard, and only if:
1. The written contract requires you to provide the additional insured such coverage; and
2. This Coverage Part provides such coverage.
III. But if the written contract requires:
A. Additional insured coverage under the 11-85 edition, 10-93 edition, or 10-01 edition of CG2010, or under the 10-
01 edition of CG2037; or
B. Additional insured coverage with “arising out of” language;
then paragraph I. above is deleted in its entirety and replaced by the following:
WHO IS AN INSURED is amended to include as an Insured any person or organization whom you are required by
written contract to add as an additional insured on this Coverage Part, but only with respect to liability for bodily
injury, property damage or personal and advertising injury arising out of your work that is subject to such written
contract.
Copyright CNA All Rights Reserved.
40020005960806849595859
CNA75079XX (3-22) Policy No: 6080684959
Page 1 of 3 Endorsement No: 6
CONTINENTAL CASUALTY COMPANY Effective Date: 03/10/2026
Insured Name: ANCHOR BUILT, INC.
CNA PARAMOUNT
Blanket Additional Insured - Owners, Lessees or Contractors -
with Products-Completed Operations Coverage Endorsement
IV. But if the written contract requires additional insured coverage to the greatest extent permissible by law, then
paragraph I. above is deleted in its entirety and replaced by the following:
WHO IS AN INSURED is amended to include as an Insured any person or organization whom you are required by
written contract to add as an additional insured on this Coverage Part, but only with respect to liability for bodily
injury, property damage or personal and advertising injury arising out of your work that is subject to such written
contract.
V. The insurance granted by this endorsement to the additional insured does not apply to bodily injury, property
damage, or personal and advertising injury arising out of:
A. The rendering of, or the failure to render, any professional architectural, engineering, or surveying services,
including:
1. The preparing, approving, or failing to prepare or approve maps, shop drawings, opinions, reports, surveys,
field orders, change orders or drawings and specifications; and
2. Supervisory, inspection, architectural or engineering activities; or
B. Any premises or work for which the additional insured is specifically listed as an additional insured on another
endorsement attached to this Coverage Part.
VI. Under COMMERCIAL GENERAL LIABILITY CONDITIONS, the Condition entitled Other Insurance is amended to
add the following, which supersedes any provision to the contrary in this Condition or elsewhere in this Coverage
Part:
Primary and Noncontributory Insurance
With respect to other insurance available to the additional insured under which the additional insured is a named
insured, this insurance is primary to and will not seek contribution from such other insurance, provided that a written
contract requires the insurance provided by this policy to be:
1. Primary and non-contributing with other insurance available to the additional insured; or
2. Primary and to not seek contribution from any other insurance available to the additional insured.
But except as specified above, this insurance will be excess of all other insurance available to the additional insured.
VII. Solely with respect to the insurance granted by this endorsement, the section entitled COMMERCIAL GENERAL
LIABILITY CONDITIONS is amended as follows:
The Condition entitled Duties In The Event of Occurrence, Offense, Claim or Suit is amended with the addition of
the following:
Any additional insured pursuant to this endorsement will as soon as practicable:
1. Give the Insurer written notice of any claim, or any occurrence or offense which may result in a claim;
2. Send the Insurer copies of all legal papers received, and otherwise cooperate with the Insurer in the investigation,
defense, or settlement of the claim; and
3. Make available any other insurance, and endeavor to tender the defense and indemnity of any claim to any other
insurer or self-insurer, whose policy or program applies to a loss that the Insurer covers under this coverage part.
However, if the written contract requires this insurance to be primary and non-contributory, this paragraph 3.
does not apply to other insurance under which the additional insured is a named insured.
The Insurer has no duty to defend or indemnify an additional insured under this endorsement until the Insurer receives
written notice of a claim from the additional insured.
Copyright CNA All Rights Reserved.
CNA75079XX (3-22) Policy No: 6080684959
Page 2 of 3 Endorsement No: 6
CONTINENTAL CASUALTY COMPANY Effective Date: 03/10/2026
Insured Name: ANCHOR BUILT, INC.
CNA PARAMOUNT
Blanket Additional Insured - Owners, Lessees or Contractors -
with Products-Completed Operations Coverage Endorsement
VIII. Solely with respect to the insurance granted by this endorsement, the section entitled DEFINITIONS is amended to
add the following definition:
Written contract means a written contract or written agreement that requires you to make a person or organization an
additional insured on this Coverage Part, provided the contract or agreement:
A. Was executed prior to:
1. The bodily injury or property damage; or
2. The offense that caused the personal and advertising injury;
for which the additional insured seeks coverage; and
B. Is still in effect at the time of the bodily injury or property damage occurrence or personal and advertising
injury offense.
All other terms and conditions of the Policy remain unchanged.
This endorsement, which forms a part of and is for attachment to the Policy issued by the designated Insurers, takes effect
on the effective date of said Policy at the hour stated in said Policy, unless another effective date is shown below, and
expires concurrently with said Policy.
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40020005960806849595860
CNA75079XX (3-22) Policy No: 6080684959
Page 3 of 3 Endorsement No: 6
CONTINENTAL CASUALTY COMPANY Effective Date: 03/10/2026
Insured Name: ANCHOR BUILT, INC.
Business Auto Policy
Policy Endorsement
CONTRACTORS EXTENDED COVERAGE ENDORSEMENT - BUSINESS AUTO PLUS
I.
A.
1.
2.
a.
b.
(1)
(2)
3.
4.
1.
2.
B.
1.
2.
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
This endorsement modifies insurance provided under the following:
BUSINESS AUTO COVERAGE FORM
LIABILITY COVERAGE
Who Is An Insured
The following is added to Section II, Paragraph A.1., Who Is An Insured:
a. Any incorporated entity of which the Named Insured owns a majority of the voting stock on the
date of inception of this Coverage Form; provided that,
b. The insurance afforded by this provision A.1. does not apply to any such entity that is an
insured under any other liability "policy" providing auto coverage.
Any organization you newly acquire or form, other than a limited liability company, partnership or
joint venture, and over which you maintain majority ownership interest.
The insurance afforded by this provision A.2.:
Is effective on the acquisition or formation date, and is afforded only until the end of the policy
period of this Coverage Form, or the next anniversary of its inception date, whichever is earlier.
Does not apply to:
Bodily injury or property damage caused by an accident that occurred before you acquired or
formed the organization; or
Any such organization that is an insured under any other liability "policy" providing auto
coverage.
Any person or organization that you are required by a written contract to name as an additional
insured is an insured but only with respect to their legal liability for acts or omissions of a person,
who qualifies as an insured under SECTION II – WHO IS AN INSURED and for whom Liability
Coverage is afforded under this policy. If required by written contract, this insurance will be primary
and non-contributory to insurance on which the additional insured is a Named Insured.
An employee of yours is an insured while operating an auto hired or rented under a contract or
agreement in that employee's name, with your permission, while performing duties related to the
conduct of your business.
"Policy", as used in this provision A. Who Is An Insured, includes those policies that were in force on
the inception date of this Coverage Form but:
Which are no longer in force; or
Whose limits have been exhausted.
Bail Bonds and Loss of Earnings
Section II, Paragraphs A.2. (2) and A.2. (4) are revised as follows:
In a.(2), the limit for the cost of bail bonds is changed from $2,000 to $5,000; and
In a.(4), the limit for the loss of earnings is changed from $250 to $500 a day.
BUA 6080684962
Endorsement No: 10; Page: 1 of 4 Policy Page: 68 of 148
Underwriting Company: Valley Forge Insurance Company, 151 N Franklin St, Chicago, IL 60606
Form No: CNA63359XX (04-2012)
Endorsement Effective Date:
© Copyright CNA All Rights Reserved. Includes copyrighted material of the
Insurance Services Office, Inc., used with its permission.
Policy No:
Endorsement Expiration Date: Policy Effective Date: 03/10/2026
Business Auto Policy
Policy Endorsement
(4)
(6)
B.
C.
D.
E.
a.
V.
Your employees may know of an accident or loss. This will not mean that you have such
knowledge, unless such accident or loss is known to you or if you are not an individual, to any
of your executive officers or partners or your insurance manager.
The following is added to Section IV, Paragraph A.2.b.:
Your employees may know of documents received concerning a claim or suit. This will not mean
that you have such knowledge, unless receipt of such documents is known to you or if you are
not an individual, to any of your executive officers or partners or your insurance manager.
Transfer Of Rights Of Recovery Against Others To Us
The following is added to Section IV, Paragraph A.5. Transfer Of Rights Of Recovery Against Others To
Us:
We waive any right of recovery we may have, because of payments we make for injury or damage,
against any person or organization for whom or which you are required by written contract or
agreement to obtain this waiver from us.
This injury or damage must arise out of your activities under a contract with that person or
organization.
You must agree to that requirement prior to an accident or loss.
Concealment, Misrepresentation or Fraud
The following is added to Section IV, Paragraph B.2.:
Your failure to disclose all hazards existing on the date of inception of this Coverage Form shall not
prejudice you with respect to the coverage afforded provided such failure or omission is not intentional.
Other Insurance
The following is added to Section IV, Paragraph B.5.:
Regardless of the provisions of Paragraphs 5.a. and 5.d. above, the coverage provided by this policy
shall be on a primary non-contributory basis. This provision is applicable only when required by a
written contract.
That written contract must have been entered into prior to Accident or Loss.
Policy Period, Coverage Territory
Section IV, Paragraph B. 7.(5).(a). is revised to provide:
45 days of coverage in lieu of 30 days.
DEFINITIONS
Section V. paragraph C. is deleted and replaced by the following:
Bodily injury means bodily injury, sickness or disease sustained by a person, including mental anguish,
mental injury or death resulting from any of these.
BUA 6080684962
Endorsement No: 10; Page: 4 of 4 Policy Page: 71 of 148
Underwriting Company: Valley Forge Insurance Company, 151 N Franklin St, Chicago, IL 60606
Form No: CNA63359XX (04-2012)
Endorsement Effective Date:
© Copyright CNA All Rights Reserved. Includes copyrighted material of the
Insurance Services Office, Inc., used with its permission.
Policy No:
Endorsement Expiration Date: Policy Effective Date: 03/10/2026
(505) 345-3477 ■ 1-800-640-3369 ■ FAX (505) 344-7245
5931 OFFICE BOULEVARD, NE SUITE 3 ALBUQUERQUE, NM 87109 ■ P.O. BOX 91330 ALBUQUERQUE, NM
87199-1330
www.builderstrust.com
WAIVER OF SUBROGATION
Builders Trust of New Mexico waives any right of recovery of subrogation against the certificate holder
named on this certificate of insurance, but only to the extent that the employers to whom we provide
coverage performs work under a written contract with the certificate holder that requires this waiver.
Name of Person Name of Organization
Blanket Waiver of
Subrogation
Date: 12/5/2025 Countersigned by
Agency Number: 2 – 4
Agency Name: USI Insurance Services LLC
Insured Name: ANCHORBUILT INC
Insured Policy Number: WC100-0003908
GB ANCHROBUILT PACKET HVAC #3
Final Audit Report 2026-06-30
Created: 2026-06-30
By: Linda Macallister (lmmacallister@santafenm.gov)
Status: Signed
Transaction ID: CBJCHBCAABAAn1Zg1BZpMbzIqEuPzp9LEg9lr47Jx1pM
Documents: Purchasing_Memo AnchorBuilt HVAC.docx (3 pages)
ANCHORBUILT- HVAC CONTRACT legal signed.pdf (15 pages)
HVAC BID TAB ALL.xlsx (1 page)
anchorbuilt BAR 250,000.xls (1 page)
Blanket Services Determination V4 FY26-FY27 Final - signed - signed.pdf (12 pages)
anchor COI.pdf (23 pages)
Number of Documents: 6
Document page count: 55
Number of supporting files: 0
Supporting files page count: 0
"GB ANCHROBUILT PACKET HVAC #3" History
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