Prepare the Plans, Specifications, and Engineer’s Estimate for Minor Capital Projects For basic capital improvement projects, such as ADA upgrades, pavement rehabilitation, and restriping projects, we have a team of engineer’s capable of preparing a biddable set of plans, speci?cations, and engineer’s estimate. We can work with the City identify the full scope of work to be done, prepare any plans necessary on full size sheets orjust exhibits as the projectdictates, prepare the technical speci?cations required for any material or methods being used on the project in conformance with the Standard Speci?cations for Public Works Construction or other standard speci?cations as necessary, and determine the estimate of probably construction costs for budgeting purposes.
Review/Draft PS&E Certification
Another step that must be completed for federal aid capital improvement projects before beginning the construction phase is for the City to certify that the PS&E, is prepared in accordance with all applicable local, state, and federal standards. Depending on the type of construction, whether or not the project is on the National Highway System (NHS), and the size of the project, Caltrans may or may not specify what design standardsto use per LAPM Chapter 11, "Design Standards". This PS&E Certi?cation also includes a checklist of federal contract language that must be includedin the project speci?cations.
We can work with the consultant from the beginning of a design project to ensure properdesign standards are used, and we can review existing PS&E documents to ensure all items in the PS&E Certi?cations are completed adequately. This may include securing any design exceptions or public interest ?ndings as needed. The PS&E Certi?cation is completedin accordance with the guidelines outlined in LAPM Chapter 12, "Plans, Speci?cations, and Estimate".
Prepare City Boilerplate Specifications with State and Federal Provisions One of the main components of the design phase of a capital improvement project is preparing the project speci?cationsfor the contractors to bid. For state and federal aid projects, these speci?cations must include additional provisions, including establishing DBE goals, and bidder forms for the bid to remain eligible for federal reimbursement.
We can work with the currently adopted standard speci?cations for the City to include the additional provisions and forms. The additional clauses can either be inserted into the general speci?cationssection or we can create a new section titled "Special Federal Speci?cations". All language is added in accordance with LAPM Chapter 12, "Plans, Speci?cations, and Estimate" or HUD requirementsfor C086 Projects.
Once these speci?cations have been prepared, they can be amended with the ?nal project technical speci?cationsthat are developed by the prime consultantsand approved by the NM team.
Review/Draft Utility Agreements
Many capital improvement projects require either the relocation or adjustment of utility facilities. When state and federal funds are involved in the project, the City must determine who is ?scally responsible for the utility relocation or adjustment and have a utility agreement de?ning the roles of each agency. If the utility is responsible for adjusting their facilities (City has prior rights) then a simple utility agreement is adequate. Ifthe City isresponsible for adjusting the facility (utility has prior rights) then a Caltrans-speci?c utility agreement is required along with Speci?c Authorizationfrom FHWA for the relocationto be eligible for federal reimbursement.
Depending on the complexity of the project, we can either support the project by dra?ing utility agreements or review utility agreements prepared by others for conformance with Caltrans procedures. Utility 7 Item Number: 11.
agreements must be executed priorto receiving ROW Certi?cation. All utility agreements are preparedper the guidelines outlined in LAPM Chapter 14, "Utility Relocations".
Review/Draft ROW Certi?cation
Before any federal project can be begin the constructionphase, the City must certify that it has secured all property rights and easements to all properties being accessed. This Right-of-Way (ROW) Certi?cation is then submitted to Caltrans for review and approval. The ROW Certi?cation could include full acquisitions with relocation assistance, possessionand use agreements, temporary constructioneasements, and/or utility agreements among other items.
Depending on the complexity of the project, we can either support the project by drafting the ROW Certi?cations or review ROW Certi?cations preparedby others for conformance with Caltrans procedures.
All ROW Certi?cations are prepared per the guidelinesoutlined in LAPM Chapter 13, "Right of Way".
Assist with Bidding Procedures and Provide Minor Construction Support For federally funded projects, we understandthe challengesthat cities face once the authorizationto proceed with construction(B76) is received. From following the proper bid advertising criteria, to reviewing DBE good faith efforts, to proper construction management and inspection, navigating the federal regulations and paperworkcan be daunting.
Before construction begins, we can sit down with the City and outline all federal constructionrequirements.
We can assist the City in establishing bid advertising procedures as required, attending any. pre-bid meetings,reviewing bid documents for federal compliance,preparing bid summary sheets, reviewing DBE goals and good faith efforts, and submitting the award package to Caltrans. We can advise the City in complyingwith all guidelines outlined in LAPM Chapter 15, "Advertise and Award Project", Chapter 16, "Administer Construction Contracts", and the Caltrans Construction Manual.
Prepare and Submit Final Report of Expenditures
Once construction on a federally funded project has been completed and accepted by the City, and all payments have been made, including the retention, the City must submit a Final Report of Expendituresto Caltrans for review and approval before they will approve the ?nal federal reimbursement. This report highlights key project information including key dates, a contract change order summary, and a material certi?cation among other items.
We can prepare and submit the Final Report of Expendituresfor federal aid projects. We can work with the City to ensure the material certi?cation is ?lled out properly, noting any exceptions. We can compile the contract change order summary, ?nal detail estimate, and ?nal inspection form. We can advise the contractor to submit their ?nal DBE paperwork priorto issuingthe Notice of Completionto include in the Final Report of Expenditures. A successful project closeout is contingent upon following proper federal proceduresthroughout the life of the project, and we can be there to advise every step of the way.
Project Management and Control System
NAI utilizes a very basic but streamlined projectmanagement and controlsystem. We track project history, deliverables, and action items with Microsoft Excel. This allows us to quickly update pertinent project information for minimal cost and very little training. To supplement the Project Status Sheets, we use Microsoft Project to track both a master schedule of all projects and a detailed schedule of individual projects.
Item Number: 11.
By using Excel and Project, we ensure all of our clients have the same project management and control system tools to take over project delivery at any point. This approach ?ts with our vision of integrating seamlessly into our client support.
In addition to the project management and control system, NAI maintains a business cloud account with Citrix Share?le. With Share?le, we are able to provideour clients with unlimited cloud-based storage and document delivery as necessary. This service can be used to mirror all the NAI ?les associated with this as needed support so that the City can access everything NAI produces at any time.
We have been successfully delivering capital projectsto our municipal clients for nearly 30 years with this management system, and we encourage you to reach out to our municipalreferences. However, if the City desires more elaborate tools like Basecamp, Trackit, Asana, or Slack, we will be happy to discuss.
Other Services
One quality that NAI provides above managing grant funded projects is the ability to assist the City in developing their annual Capital Improvement Program. Every year City staff must provide a CIP to City Council for approval in the budget for that ?scal year. The ClP identi?es how public works projects will be funded for that ?scal year and into the future. The developmentof the CIP begins with identifying the full list of projects necessary to fully realize the General Plan. Then, using appropriateplanningdocuments, these projects must be prioritized based on need and ?nds available. The projects will be funded by a mix of local funds such as the Developer Impact Fees, Gas Tax, and Measure A; along with funds from other agencies such as State, Federal, CVAG, and neighboringagencies.
We have the ability to assist the City each year to identify what projects have been completed and what projects must be added to the CIP. We can help prepare project budgets and schedules to make sure appropriate funds are available throughout the year. We can also track the CIP projects on an individual level to ensure all projects remain on budget and ahead of schedule.
Exclusions
NAI fully understands the magnitude of effort required to manage the project during construction in conformance with Chapter 16 — Administer Construction Contracts of the LAPM, including reviewing subcontractor request forms, labor compliance, progress payments preparation, and preparing contract change orders. NAI will provide as much assistance as possible but is not established to perform general construction management or inspections.
Item Number: 11.
Tr’ExhibitB: COST
‘ July‘11", 2.025
PROPOSAL
,10
Item Number: 11.
i are N_AI Price‘Summl cub ‘
‘ v
, a. c.‘-—..m.. Exhibit9: Fee Schedu!c--July 1, 2025 70.000 mwmua’mhwamIMIWSpi-m CityProxeaNo: VARIOUS MIMMWNWMWMfwmhtMMr-ud —— FY2326 Pricl -Tom.
Item Number: 11.
“ExhibitiC; FEE
I 11
Item Number: 11.
NAI Consulting, Inc.
Compensationfor Services
Date: 6/] 1/2025 ContractNo.: TBD Project No.: TBD ParticpntionAmount: TBD PrimeConsultant D Subconsultnnt El 2nd Tier Subconsultant Combined Rate Combined ICR AdministrativeCosts 1l2.23%
Fee: = 23%
BILLING INFORMATION
JobTitle/ NameICIassi?cation HourlyBillingRates Straight 0T (1.5x) PrincipalCivilEngineer‘
PrincipalProjectManager“
- Joshua Nickerson
- Larissa Gruehl
EffectiveDateol'Hourly Rate From To
l/ 1/2025 [2/3 [/2025 Not Applicable
Ill/2026 12/3112026
I/1/2027 [2/31/2027
Ill/2028 12/31/2028
Ill/2029 [2/3 l/2029
ll 1/2025 12/31/2025 $70.00 - $80.00 1/l/2026 l?J31/2026 Ill/2027 1213”2027
Ill/2028 12/31/2028
”I [2029 12/31/2029
1/[/2025 [2/31/2025 $65.00 - $70.00
Ill/2026 12/31/2026
Ill/2027 12/31/2027
OT(2x)
ProjectManager Vl‘ Senior EngineerVl‘
ProjectManagerV‘ SeniorEngineerV‘
Ill/2028 12/31/2028
Ill/2029 12/31/2029 1/I
[2025 12/31/2025 $60.00 - $65.00
Ill/2026 1213”2026 1/1/2027 12/31/2027
Ill/2028 12/31/2028
””2029 12/31/2029
II”2025 1231/2025 $55.00 - $60.00
Ill /2026 12/31/2026
Ill/2027 12/31/2027
ll 1/2028 1201/2023
[/1 0029 12/31/2029
ProjectManagerIV‘ SeniorEngineerIV‘
ProjectManagerlll‘ SeniorEngineer 111‘
Fee Schedule Page 101‘3
Item Number: 11.
NA! Consulting, Inc.
Compensationfor Services
[ll/2025 [2/3 [[2025 $50.00 . $55.00
[/ [[2026 [2/3 [[2026
[ll/2027 l2/3 [[2027
[ll/2028 12/3[[2028
[/ [[2029 [2/3 [[2029
[ll/2025 [2/3 [[2025 . $45.00 - $50.00
[/ [[2026 [2/3 [[2026
[II/2027 [2/3 [[2027
[/[/2028 [2/3 [[2028
l/ [[2029 [2/3 [[2029
Ill/2025 [2/3 [[2025 $40.00 - $45.00
[/ I
[2026 [2/3 [[2026
‘
[ll/2027 [2/3 [[2027
[ll/2028 [2/3 [[2028
[ll/2029 [2/3 [[2029
l/ 1/2025 [2/3l/2025 . $35.00 - $40.00
[/ [[2026 [2/3 [[2026
[ll/2027 [2/3 [[2027
[ll/2028 [2/3 [[2028
[[l [2029 [2/3 [[2029
[/ [[2025 l2[3[/2025 . $30.00 - $35.00
[II/2026 [2/3 [[2026
[ll/2027 [2/3 [[2027
[ll/2023 [2/3 [[2028
[l [[2029 [2/3 [[2029
Ill/2025 [2/3 [[2025 . $25.00 - $30.00
[ll/2026 l2/3 [[2026
[ll/2027 [2/3 [[2027
[ll/2028 [2/3 [/2028
Ill/2029 [2.3 [[2029 1/1/2025 12/31/2025 320.00-525.00
III/2026 12/3[[2026 1 1/1/2027 12/31/2027
[[1/2028 12/3[[2028 1/1/2029 12/: 1/2029
ProjectManager ll‘ SeniorEngineer[I'
Project ManagerI‘ SeniorEngineerl'
AssociateProjectManager[I‘ AssociateEngineer[I’
AssociateEngineerI‘ AssociateProjectManager1‘
AssistantProjectManager‘
AssistantEngineer
Of?ce Manager
AdministrativeSupport
AdministrativeAssistant
' Positionsan: exempt fromOlenimc Compensation NOTES:
l. Key Personnelttmst he nenked \\it[1 an 0) and unployecsthatare subjectto prevailingwage requirentnts must be named withme ("). Allcosts must complywiththe Federalcost principles.Subconsultsntsm’llprovidetheir own cost proposals. 2. The cost proposalforum slnll not be amended. 3. BillingRate- actualhourlytnle'(l+lCR)‘ ([+Fce). Indirect cost rates shall be updatedon an annualbasis in accordancem‘ththe consultant'sannual accountingperiod and establishedby a eogninnt agency or acceptedby tannins. Allcosts must complywiththe Federal cost prnrpesforreimbursement.
I. For turned employeesend key personnelenter the actual hourly rate. For classification only. enter the Average Ronny Ratefor that classi?cation.
Fee Schedule Page 2 of}
Item Number: 11.
NAl Consulting, Inc.
Compensationfor Services
Date: 6/l ”20",; Contract No.; Project No.: D PrimeConsultant Cl Subcomultant D SCHEDULE OF OTHER DIRECTCOST ITEMS Descriptionof Item
Postae‘ Re uro ra ohics‘
Travel> 50 Miles" PermitsI Fees’ Additionallnsurance‘
SubconsultantI: Subconsultant2: Subconsultant3: Subconsultant4:
’ Billedat DirectCost
“ - TravelLessthan 50 mileswill not be billed.Travel over 50 mileswillbe billedat the federalstandardmilagerate. Listservicestheconsultantis rovidin untertlie r0 osedcontract: Project Management Grant Administration ProfessionalDesignServices
Fee Schedule
UnitCost At Actual AI Actual At Actual
AtActual At Actual
2ndTier Subconsultant
Item Number: 11.
Exhibit D:QUALIFICATIONS
: July 1,2025
12 Item Number: 11.
STATEMENTOF QUALIFICATIONS
FIRM PROFILE
Firm Name: NAI Consulting, Inc.
FEIN #: 33-0940454
Years in Business: 28
Type of Business: S Corporation
Date of Incorporation: 2001
Date of Founding: 1996
Executive Summary / Background
NAI Consulting (NAI) is a longstanding ?rm deeply rooted in the Coachella Valley community, headquartered in Cathedral City. With nearly 30 years of active engagement in the Capital Improvement sector, we have demonstrated resilience by supporting City Staff in delivering their Capital Improvement Programs through economic downturns, transitions in leadership across CVAG, Caltrans, and RCTC, and industry transformations due to corporate acquisitions. Our team is comprised of individuals with extensive experience in both public agencies and the private sector, offering a comprehensive understanding of engineering services, project management, and grant administration.
Throughout our tenure, we have diligently sen/ed numerous cities in and around the Coachella Valley, including the City of Desert Hot Springs, lndio, Palm Springs, Coachella, Palm Desert, Rancho Mirage, Cathedral City, La Quinta, Beaumont, and the Town of Yucca Valley. NAI has consistently delivered capital projects, positioning itself as a reliable partner to the region’s municipalities.
Our hours of operation have us in the of?ce:
Monday—Thursday from 7:00 AM to 5:00 PM
Fridays from 7:00 AM to 4:00 PM
With every other Friday off.
We are a small, family-owned business, which means our hours are flexible; if needed, the City will be able to reach us by cellphone at any time.
QUALIFICATIONSANDEXPERIENCE
Organization Understanding
The unique quality that has made NAI successful in the Coachella Valley is our ability to be utilized as much or as little as our public clients require. We focus on public work staff augmentation rather than replacement. Our goal is to integrate with the existing City organization without interfering with management decisions to expand department staff or reorganize as they see fit. This model allows our clients to utilize our services in one year to staff an open position and then scale back to only manage their large federal projects the next.
Project Management Administration Experience
We have experience in all public works project delivery aspects, from a fundamental Needs Analysis to ?nal acceptance. We have been either developing or assisting in the development of the Capital Improvement Programs for our clients, as well as managing speci?c projects as requested. We are KiNAI
Consulting
Item Number: 11.
STATEMENTOF QUALIFICATIONS
familiar with the RCTC Measure A requirements, the 881 RMRA requirements, as well as the CVAG Regional Arterial Program.
We have assisted our clients in leveraging federal and state resources to maximize their own local ,
transportation funding. Since 2013, NAI has assisted our clients in securing approximately $43M in federal, state, and regional grant funding. Throughout this time, NAI organized and managed the grant writing, from reviewing the potential projects for grant applicability to managing subtasks, including traffic counts, to drafting successful applications.
We have managed projects funded with nearly all types of federal and state funding, including HBP, HSlP, CMAQ, ATP (formerly SRTS/SRZS/BTA), STBG (formerly STP), Prop 68 Park Grants, LWCF, Clean CA, and STIP. We have managed projects funded with regional funds, including TDA Article 3 (88821) and Caltrans and SCAG transportation planning grants. We have experience working with CVAG to scope projects for the Transportation Project Prioritization Study (TPPS) and RCTC to add and modify projects in the Federal Transportation Improvement Program (FTIP) and Regional Transportation Plan (RTP).
NAI is capable of tracking project budgets and schedules and developing engineered drawings and speci?cations. We have written Requests for Proposals for most public work services, including bridge design, street design, signal improvements, drainage improvements, facility improvements, transportation planning, construction management, and even street maintenance contracts.
We have intimate knowledge ofthe project delivery process and look ahead to future project impacts with each decision made. We have value-engineered projects to ?t within prescribed budgets and accelerated schedules to meet funding obligations.
Engineering Services Experience
NAIis a full—servicecivil engineering ?rm with comprehensive experience in a wide range of infrastructure projects. Our recent work includes the design of street widenings, street rehabilitation plans, ADAcompliant improvements for roadways and buildings, traf?c control plans, and signing and striping plans.
We also prepare detailed specifications and engineer's estimates for our design projects.
In addition to design services, we provide thorough speci?cation development and engineer's estimate reviews for the projects we manage. This includes preparing traffic signal equipment replacement speci?cations and conducting plan checks for signal interconnect installations and bridge projects. Our team is well-equipped to deliver plan check services across a broad spectrum of capital improvement projects and engineering plans.
The NAITeam
Our team consists of a dedicated group of professionals who collaborate closely to achieve shared objectives. We are comprised of individuals with diverse skill sets and backgrounds, and each member brings unique expertise to the table, fostering innovation and problem—solving. The team maximizes productivity and delivers high-quality results through effective communication and mutual support. The NAIteam embodies synergy and cooperation, driving the organization toward success.
Key Personnel
Principal In Charge - Project Management - Mr. Joshua Nickerson, P.E. C81376 Josh is a registered Engineer with the State of California and serves as the Principal in Charge of Project Management. With over 15 years of experience in design and project management, he brings an array of knowledge to support capital improvement projects from cradle to grave. Josh has a solid reputation for providing administrative and engineering support for federal and state aid projects. With his in-depth o NAI
Consulting
Item Number: 11.
STATEMENTOF QUALIFICATIONS
knowledge of state and federal procedures and his continuously developing network of agency contacts, he can successfully manage projects through federal and state funding requirements.
This ongoing support requires a significant amount of interagency coordination between the cities, the Riverside County Transportation Commission (RCTC), the California Transportation Commission (CTC), and the California Department of Transportation (Caltrans).
He has an intimate knowledge of local standards as well as state standards, including the Local Assistance Procedures Manual, the Local Assistance Programs Guidelines, the Project Development Procedures Manual, the Caltrans Construction Manual, etc. Typical services he will provide include Consultant Management; Project budgeting and scheduling; FTIP coordination/updating; RCTC, CTC, and Caltrans coordination; request for authorization (RFA) preparation for federally funded phases of work; request for allocation for state-funded phases of work; NEPA review; federal and state invoicing; federal RFP preparation; federal project specifications preparation, etc.
Principal In Charge - Civil Engineer - Ms. Larissa Gruehl, PE C76730 Lorissa is a registered Engineer in the State of California and serves as the lead Civil Engineering/ Project Manager as needed. She has over 20 years of experience working on a variety of infrastructure planning, design, and construction projects, including design-build. She has experience working directly with project development teams to create ef?cient and constructible projects that meet the objectives of the client.
Lorissa has proven herself to be a capable asset to City On-Call Programs. Through staff extensions, she has supported cities in becoming more ef?cient and successful in delivering capital projects. Typical services include plan checking and estimating, value engineering analysis, request for proposal (RFP) preparation, project engineering support, preparation and tracking of project schedules and budgets, preparation of bid documents, preparation of bid summary comparisons, and construction support.
Lorissa‘s design experience includes roadway geometrics, bikeway geometrics, site grading, park site rehabilitation, traffic design, retaining wall design, and storm drain improvements. Her knowledge and familiarity with the latest design standards, including FHWA, AASHTO, and Caltrans, facilitate successful projectdelivery. She has comprehensive knowledge of various design software, including AutoCAD, Civil 3D, AutoTURN, MicroStation, and InRoads.
Lorissa has been the lead civil engineer roadway widening projects, pavement management project which have ranged from slurry seal, pavement rehabilitation, and traffic calming; ADA related improvements which have ranged from pavement reconstruction, sidewalk reconstruction, signing and striping modi?cations, and curb ram reconstruction; as well as various sidewalk and curb ramp improvement projects throughout the valley.
Associate Project Manager - Ms. Erika Sinohuiz
Erika is an Associate Project Manager who plays a pivotal role in the successful delivery of each of the City‘s projects. With deep knowledge of the Local Assistance Procedures Manual (LAPM) and Local Assistance Program Guidelines (LAPG), she has developed a solid foundation for coordinating capital improvement and federal projects funded from a variety of federal and state sources. Her administrative and engineering support background exclusively positions her to drive project success.
Her oversight of various project management components, such as budgeting, scheduling, and coordination of the Federal Transportation Improvement Program (FTIP), ensures optimization of efficient resource utilization.
In addition, Erika's meticulous detail in preparing compliance documentation for federal and state requirements has honed her skills in preparing Request for Proposals (RFP), managing Request for Authorization/Adjustment (RFA), developing project specifications, and conducting bid comparisons, which aid in every project. Throughout the course of a project, Erika manages federal forms, invoices, and labor compliance oversight, ensuring efficient project closeouts. o NAI
Consulting
Item Number: 11.
STATEMENTOF QUALIFICATIONS
With her proactive and hands-on approach, Erika promotes effective collaboration with project managers, development teams, and municipal staff. Her commitment to excellence in project management is evident in her track record of successfully delivering projects in alignment with client objectives, showcasing her leadership and dedication to project success.
Associate Engineer - Mr. Jose Cortez
Jose will assist in providing expert engineering support for this contract, drawing on his extensive experience in the design and delivery of construction projects. He brings valuable expertise in CAD drafting, cost estimating, project engineering, and project management. His background includes close collaboration with city staff and project managers to develop plans and align scopes of work, schedules, and budgets, helping mitigate risks related to quality control and cost escalation.
Through his 5 years of experience, Jose has established a strong foundation as an Associate Engineer with his involvement in pavement management and ADA improvement projects. His responsibilities have included sidewalk gap closures, pavement rehabilitation, signing and striping modi?cations, and curb ramp reconstruction. He is also experienced in preparing comprehensive bid documents, estimates, technical specifications, bid comparisons, and plan reviews, as well as tracking budgets and managing various project-related tasks.
Management Analyst - Ms. Diana Smith
Diana provides comprehensive project management and administrative assistance, boasting a track record of successfully supporting numerous private sector-funded initiatives. Her role encompasses collaboration with project managers, superintendents, architects, and government personnel to facilitate seamless project execution. Pro?cient in budget management, schedule monitoring, and the preparation of project-related financial documents, Diana ensures the efficient organization of every endeavor.
Leveraging her familiarity with state and local agencies, she skillfully addresses additional administrative demands as they emerge.
Project Support - Ms. Stephanie Milette
Stephanie serves as a vital asset in project management and administrative support. Her expertise encompasses budget oversight, schedule management, project documentation, and the preparation of progress payment invoices for consultants and project reimbursement. She is familiar with project speci?cations, federal forms, and various administrative tasks. Stephanie plays a key role in facilitating federal and state invoicing, coordinating utility communications, conducting bid comparisons, and conducting due diligence. Additionally, she contributes to the drafting of award packages, CIP project sheets, and various other administrative duties essential for project success.
Public Agency References
CLIENT CONTACT
. Bryan McKinney — Public Works . . City of La Qunnta Director] City Engineer (760) 777-7045 bmcklnne la utntaca. ov CIP Project Management and Professional Engineering
Services Term: July 1, 2024, to June 30, 2027
Description of Services:
Through the On-Call Project Management and Contract AdministrationSupport Services Contract, NAlConsulting provides project management and civil design support. NAl assists the City in maintaining its Capital Improvement Program, manage projects likethe Dune Palms Road Bridge Project. and provides civil engineering support for projects like the annual pavement management program and Highway 111 Pavement RehabilitationProjects. Through this contract, NAIalso supports the Citymanagement and develops other capital improvement projects related to Parks, like the Fitz Bums PickleBallCourts, and facilitieslikethe new Cultural Campus.
‘ NAI
Consulting Item Number: 11.
STATEMENTOF QUALIFICATIONS
CLIENT CONTACT
City of Cathedral City xgifm'“' Direct" °f Pub'": (760) 770-0327 icoreiianathedraicigy.gov Design Professional Services . Grant Administration Services Term. June 10, 2023, to June 30, 2028 Description of Services:
Through the Design Professional Services On-CallContract, NAIConsulting provides design support to the City of Cathedral City, including designs such as the Via De Anza Street Improvements. In addition.through the Design Professional Services Contract.
NAIprovides plan checking services to the Cityof Cathedral City that involve reviewing development plans for on— and offsite civil design features in the interests of the City.
Through the Grant AdministrationServices On—CallContract, NAIconsulting provides grant administrative support for state- and federally-funded projects. While not directly involved in the day-to—daymanagement or development of the project, NAIkeeps the project compliant with all applicable regulations, including funding allocationrequests, project reporting, and reimbursement requests, such as for the Cathedral Canyon Bridge Project.
CLIENT CONTACT
City of Palm Springs Joel Montalvo — City Engineer (760) 322-8339 [email protected] On-Call Project Management Services Term: May 28, 2024, to May 27, 2029 Description of Services:
Through the Orr-CallProject Management Services for Various Federally Funded Transportation Projects ContractNAlConsulting assists the City's Project Management team in various project administrationtasks for state—and federally-funded transportation projects. NAIis involvedin the day-to—daydevelopment of the project to ensure the project meets the goals and objectives of the grant funding NAIis responsible for the grant administration, progress reporting, consultant selection, and project reimbursement tasks for the City's grant-funded projects, such as the City's six ongoing bridge projects along IndianCanyon. South Palm Canyon, Ramon Road, Vista China, and East Palm Canyon Drive.
CLIENT CONTACT
City of India Wing‘s“' ”"9“” °f Pub'lc (760) 391-4017 [email protected] As-Needed Professional Civil Engineering Services Term: July 1, 2024 to June 30, 2027 Description of Services:
Through the On-Call CivilEngineering Services Contract, NAIConsulting provides project management and civildesign support.
NAIassists the City in maintaining its Capital Improvement Program, managing projects likethe Avenue 44 Bridge, and provides civil engineering support for project like the street improvements on Racho Los Coyotes. NAIconsulting also provides grant administrativesupport for state- and federally-funded projects Consulting
Item Number: 11.
STATEMENTOF QUALIFICATIONS
Project Spotlight
The NAI Project Portfolio includes a wide variety of projects. In addition to the support NAI has provided to the Cities, NAIis also currently supporting the City of Palm Springs in managing the Ramon and Vista Chino Bridge Improvements.
The following is a Project Spotlight of key projects that the proposed NAI Team is delivering:
DUNE PALMS BRIDGE -— CPN. 2011-05
Contact Information: Bryan McKinney Email: [email protected] Phone:(760) 777-7045 Funding Source: Federal, State Total Cost: $28,600,000.00 Completion: 2025 Key Personnel: Josh Nickerson, Lorissa Gruehl, Erika Sinohuiz, Stephanie Milette, Jose Cortez, Diana Smith Essential Functions: Project Management, Progress Monitoring, Schedule & Budget Tracking, Federal Compliance, Grant Administration
Project Challenges: Federally Funded, Environmental Permitting, ROW Coordination, Cultural Sensitivity, CVWD Coordination ,
Project Description: The improvements include constructed a new four lane bridge over :
the whitewater river along Dune Palms Drive. The improvements considered utility , relocations across the channel into the bridge, staging coordination, and channel improvements. The project required navigating through sensitive environmental features as well as relocating private residences.
RANCHO LOS COYOTES PAVEMENTIMPROVEMENTS — CPN. ST2201
Contact Information: Juan Raya Email: [email protected] Phone: (760) 541—4225 Funding Source: Local Total Cost: $1,278,100.00 Completion: 2023 Key Personnel: Lorissa Gruehl, Erika Sinohuiz, Jose Cortez, Diana Smith Essential Functions: Lead Designer, Progress Monitoring, Schedule & Budget Trackin-? ‘ Project Challenges: Hydraulics, Private Improvements, Grade Issues I
Project Description: The improvements include installing the full width street section of 36’ curb to curb, including the curb and gutter, and drainage improvements utilizing If; drywells. These improvements considered local drainage issues. Many driveways were at or below the centerline elevation. The improvements also included evaluating the centerline profile to create positive drainage for the abutting driveways. I I
Additionally, there were existing private improvements withinthe public right of way that were evaluated to determine which conflictwith the proposed improvements.
ATP CYCLE5 — PALM DRIVENORTHPHASE 1 — CPN. 3000
Contact Information: Daniel Porras Email: [email protected] Funding Source: Federal Total Cost: $3,172,000.00
Key Personnel: Josh Nickerson
Essential Functions: Grant Administration
Project Challenges: State Funded
Project Description: The project consists of constructing buffered Class IIbike lanes, sidewalks, ADA curb ramps, street lighting, bus warning lights, RRFB signals, and repave/re-stripe a one-mile segment on Palm Drive from Pierson Boulevard to Mission Lakes Boulevard. Flashing beacons will be installed at all bus stops to alert motorists to slow down. This project is expected to dramatically reduce pedestrian and bicycle collisions and create safer walking and biking conditions.
Phone: (760) 329-6411
Completion: 2023
NAI
Consulting
Item Number: 11.
STATEMENTOF QUALIFICATIONS
AVENUE 44 LOW WATER CROSSING REPLACEMENT — CPN. BR11D1
Contact Information: Juan Raya Email: [email protected] Phone: (760) 541-4225 Funding Source: Federal. State Total Cost: $42.300,000.00 Completion: 2026 Key Personnel: Josh Nickerson, Erika Sinohuiz
Essential Functions: Federal Compliance, Consultant Selection. Contract Management, Schedule and Budget Tracking, Progress Monitoring, Environmental Review, Plan Checking Project Challenges: Federally Funded, CVWD Coordination, ROW Relocation Assistance Project Description: This project includes removal of the existing lowwater crossing along Avenue 44 for the construction of a new bridge which is designed to meet current structural, hydraulic, and geometric standards. To properly meet future vehicular traffic, the completed bridge will have four lanes oftravel and sidewalks on each side of the bridge. The new bridge will intersect with the Coachella Valley (CV) Link.As such, the design details for the new bridge on Avenue 44 will provide the appropriate vehicle and pedestrian undercrossing or overcrossing design elements as part of the project. The project also includes widening Avenue 44 from two to four lanes between Palo Verde Street and Apache Street.
HSIP 7 SIGNAL MODIFICATION— CPN.15-32
Contact Information: Joel Montalvo Email: [email protected] Phone: (760) 322-8339 Funding Source: Federal Total Cost: $3,878,000.00 Completion: 2024 Key Personnel: Josh Nickerson, Erika Sinohuiz, Stephanie Milette Essential Functions: Federal Compliance, Contract Management, Consultant Selection, Schedule and Budget Tracking, Environmental
Review, Progress Monitoring, Cultural Review, Plan Checking Project Challenges: Scope and Cost creep, utility con?icts, cultural impacts Project Description: This project improved 17 signalized intersections with the latest in traffic safety equipment and bring curb ramps at the corners to current Americans with Disabilities Act (ADA) guidelines. The Project converted most of the intersections from a protective/permissive operation to fully protected operation and include Advanced Dilemma Zone Detection.
HSIP 8 SIGNAL MODIFICATION — CPN.16-18
Contact Information: Joel Montalvo Email: joel.montalvo@palmspringscagov Phone: (760) 322-8339 Funding Source: Federal Total Cost: $3,165,000.00 Completion: 2025 Key Personnel: Josh Nickerson, Erika Sinohuiz, Stephanie Milette Essential Functions: Federal Compliance, Contract Management, Consultant Selection, Schedule and Budget Tracking, Environmental
Review, Progress Monitoring, Cultural Review, Plan Checking Project Challenges: Utilitycon?icts, CV Sync Overlap, cost increases Project Description: This project willimprove 14 signalized intersections with the latest in traffic safety equipment and bring curb ramps at the corners to current Americans with Disabilities Act (ADA) guidelines. The Project will convert most of the intersections from a protective/permissive operation to fully protected operation and include Advanced Dilemma Zone Detection.
Consulting
Item Number: 11.
STATEMENTOF QUALIFICATIONS
VIA DE ANZA STREET IMPROVEMENTS — CP#: 8834, 8835, 8841 Contact Information: Armando Email: [email protected] Phone: (760)-770—0329 Baldizzone
Funding Source: CDBG Total Cost: $2,250,000.00 Completion: 2024 Key Personnel: Lorissa Gruehl, Jose Cortez, Diana Smith Essential Functions: Prepare Plans, Prepare Specifications, Prepare Engineer‘s Estimate, UtilityCoordination, AD Com-liance
Project Challenges: UtilityRelocations, ADA Compliance, Traffic control, work in fron L of Residents along local street, Phased construction, Gran Funding: I
Project Description: NAI was the lead civil engineer in developing the plans and speci?cations for the Via De Anza Street Improvements, Phases 1-3. The improvements include widening the local street to the general plan width and installing, curb, gutter, sidewalk, driveways, and ADA ramps. The improvements were completed as part ofthe City's CDBG program and required federal compliant speci?cations
HSIP 9-1 PALM DRIVE PEDESTRIAN lMPROVEMENT—CPN. 3019
Contact information: Daniel Porras Email: [email protected] Phone: (760) 329-6411 Funding Source: Federal Total Cost: $410,000.00 Completion: 2025 Key Personnel: Josh Nickerson, Erika Sinohuiz
Essential Functions: Grant Administration, Consultant Selection Project Challenges: State Funded
Project Description: The improvements will include replacing existing pedestrian indications with countdown style pedestrian indications, replacing existing pedestrian push buttons with accessiblepedestrian signals (APS), ' replacing existing marked crosswalks with continental style crosswalks andlimit lines. A total of six intersections willbe upgraded with this project; providing safer conditions for walkers and bicyclists.
SHIELDS ROAD IMPROVEMENTS — CPN.ST1202
Contact Information: Tim Wassil Email: [email protected] Phone: (760) 391-4018 Funding Source: Federal, State Total Cost: $400,000.00 Completion: 2024 Key Personneliorissa Gruehl, Joshua Nickerson, Jose Cortez, Erika Sinohuiz, Diana Smith, Stephanie Milette Essential FunctionszPrepare Plans, Prepare Speci?cations, Prepare Engineer‘s Estimate, UtilityCoordination, Right of Way Mapping, ADA Compliance
Project Challenges: Right of Way Constraints, budget constraints, design takeover and changing standards.
Project Description: NAIwas tasked with taking an existing design to final completion.
The original design avoided right-of—wayimpacts but would have led to many other civil design challenges. NAI redesigned this project to meld City Standards with physical constraints and property owner concerns. This project included constructing the missing segment of Shields Road south of Highway 111. The improvements included constructing approximately 250R of asphalt pavement. The street was constructed to match the existing street section with one lane in Consulting 8
Item Number: 11.
STATEMENTOF QUALIFICATIONS
2022/2023 PAVEMENT MANAGEMENTPROGRAM — CPN.: 2023-15
Contact Information: Birgliilhney PE
Email: [email protected] Phone: (760) 777-7045
Funding Source: Local Total Cost: $2,000,000.00 Completion: 2024 Key Personnel: Lorissa Gruehl, Jose Cortez, Diana Smith Essent'al , Prepare Plans, Prepare Speci?cations, Prepare Engineer‘s Estimate, UtilityCoordination Functions.
Project Challenges: MultipleLocations, Traffic Control, Construction Timing, UtilityAdjustment.
Project Description: NAIwas the lead civil engineer in developing the plans and specifications for the City of La Quinta's 2022/2023 pavement management program project implementation The improvements included over 1,800,000 gallons of slurry along six streets throughout the City, including adding new bike lanes.
Consulting Item Number: 11.
BUSINESSLICENSE
BUSINESSNAME:
BUSINESSLOCATION:
BUSINESSOWNER:
OWNERNAME:
MAILINGADDRESS:
CITYOF DESERT HOT SPRINGS
TAXCOLLECTOR'SOFFICE.Cityof DesertHotSprings.The person. firmor corporation named below.and whose residence or piece of business is locatedas there shown.having this day paid to the Tax Collectorthe sum specified. ls hereby licensed to engage Inthe business.profession or occupation named.Inthe Cityof Desert Hot Springs. forthe term ending on the date which appears stated on this license.Thislicenseis issued pursuant and subject to allthe Lawsand Ordinances regulating license fees adopted by the CityCounciland applicable to the conduct ofsuch business.profession or occupation In the Cityat Desert Hot Springs. The person. ?rmcorporation below harried Is hereby granted license pursuant to the provisions ofthe Desert HotSprings BusinessLicenseOrdinanceand all other Ordinances of the CityofDesertHot Springs to engage in.why on or conduct Inthe Cityat Desert Hot Springs,the business.trade ceiling. profession or exhibition. deserted as follows. This license Isissued withoutveri?cationthat the licenseeis subject to or attempt fromlicensingby the State of California.The lawrequires a seam statement of business transected.
NAICONSULTING. INC. DESCRIPTION: Professional Engineering Services 68-955 ADELINAROAD CLASSIFICATION: II- Professionals
JOSHUA NICKERSONJR. BUSINESS TYPE: ENGINEERS/SURVEYOR. REGISTERED Joshua Nickerson Jr. BUSINESSLICENSE NUMBER: BUSL-21-654 68-955 ADELINAROAD EFFECTIVEDATE: August 21, 2025
Cathedral City. CA92234 EXPIRATIONDATE: August 19.2026
Item Number: 11.
NAICONS-01
CERTIFICATE OF LIABILITYINSURANCE ”LE/$33?
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATIONONLY ANDCONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELYOR NEGATIVELYAMEND, EXTEND OR ALTER THE COVERAGE AFFORDEDBYTHE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTEA CONTRACT BETWEEN THE ISSUINGINSURER(S), AUTHORIZED REPRESENTATIVEOR PRODUCER, ANDTHE CERTIFICATE HOLDER. I IMPORTANT: If the certificate holder is an ADDITIONALINSURED, the poiicy(ies) must have ADDITIONALINSUREDprovisions 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 ri 3 hts to the certificate holder in lieu of such endorsement s .
PRODUCER License # 0757775 CONTACTTona Delgado
ygggnég'rg?'ggggyg?grgme SWIM '"c- $835.,5.. .(760) 360-4700 4251 We,I... :(760) 360-071 7 Suite 201 z ..; .tona del .ado nhubinternational.com
Palm Desert, CA 922" lNSURER s AFFORDINGCOVERAGE
lNSURER A :Continental Casual Com - an msuneo NAIConsulting. Inc. _ essssAuennaaoaa _
cathedral “MC/192234 _
COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOWHAVEBEENISSUEDTO THEINSURED NAMEDABOVEFORTHE POLICYPERIOD INDICATED. NOTWITHSTANDINGANY REQUIREMENT.TERM OR CONDITIONOF ANY CONTRACTOR OTHER DOCUMENTWITHRESPECTTO WHICHTHIS CERTIFICATEMAY BE ISSUED 0R MAY PERTAIN.THE INSURANCEAFFORDED BY THE POLICIESDESCRIBED HEREINIS SUBJECTTOALLTHETERMS.
EXCLUSIONSANDCONDITIONSOF SUCH POLICIES. LIMITSSHOWNMAYHAVEBEENREDUCEDBYPAIDCLAIMS. m TYPEOF INSURANCE m.WA. POLICYNUMBER .WH ..“‘. 1W“..n‘. LIMITS n COMMERCIALGENERALLIABILITY B 4017307305 2128/2025 212812026 DMAGE 7° s 300-000 I. CLAIMS-MADE[XIOCCUR BLKTADDLINSUR Included
COMBINEDSINCLELIMIT 1£00,000
2 E I; ’. 5 II B 4017307305 2/23/2025 2I28I2026
GEN'LAGGREGATEUMITAPPLIESPER:
- UMBRELLALIAB - OCCUR EACHOCCURRENCE - EXCESSUAB - CLAIMS-MADE AGGREGATE IE. ammuous _
WORKERSCOMPENSATION
ANDEMPLOYERS'LIABILITY YI N
ANYPROPRIETORIPARTNERIEXECUTIVE FICEFIMEM??? EXCLUDED? anda ory n ) E??. OTH- .
E.L.EACHACCIDENT
E.L. DISEASE EAEMPLOYE=
If es. describe under LH3890054614 11l1l2023 11I112025 Each Claim DESCRIPTIONOFOPERATIONSI LOCATIONSI VEHICLES (ACORD 101.Additional Remarks Schedule. may be attached if more space is required) Contract PW25-029
LH3890054614 11l1/2023 11I1I2025 Aggregate
City of Desert Hot Springs, its respective elected and appointed officers, officials and employees and volunteers are named as additional insured for general liability and auto liability per attached. The general liability is primary and non contributory per attached. Waiver of subrogation applies to general liability and auto liability per attached,
D SCRIPTIONOF OPERATIONSbelow Professional Liab
Professional Liab.
2,000,000
4,000,000
CERTIFICATE HOLDER CANCELLATION
SHOULDANYOF THEABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN City Of 065°“ Hot Swings ACCORDANCE WITHTHE POLICY PROVISIONS. 11999 Palm Dr.
Desert Hot Springs, CA 92240 AUTHORIZEDREPRESENTATIVE W ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved.
The ACORD name and logo are registered marks of ACORD
Item Number: 11.
CNA
This endorsement modi?es insurance provided under the following:
SB-146932—E
(Ed. 06/11)
THIS ENDORSEMENTCHANGES THEPOLICY. PLEASE READITCAREFULLY.
BLANKETADDITIONALINSURED— LIABILITYEXTENSION
BUSINESSOWNERSLIABILITYCOVERAGE FORM
Coverage afforded under this extension of coverage endorsement does not apply to any personor organization covered as an additionalinsured on any other endorsement nowor hereafter attached to this Policy.
1. ADDITIONALINSURED- BLANKETVENDORS
WHO IS AN INSUREDls amended to include as an
additionalinsured any person or organization (referred
to below as vendor) with whom you agreed, because
of a written contract or agreement to provide
insurance, but only with respect to "bodily injury"or
"propertydamage" arising out of "yourproducts“which
are distributed or sold in the regular course of the
vendor's business, subject to the following additional
exclusions:
1. The insurance afforded the vendor does not apply
to:
a. “Bodilyinjury"or "propertydamage" for which
the vendor is obligated to pay damages by
reason of the assumption of liability in a
contract or agreement. This exclusion does
not apply to liability for damages that the
vendor would have in the absence of the
contract or agreement;
b. Anyexpress warranty unauthorized by you;
c. Any physical or chemical change in the
productmade intentionallybythe vendor;
d. Repackaging, except when unpacked solely
for the purpose of inspection, demonstration.
testing, or the substitution of parts under
instructionsfrom the manufacturer.and then
repackaged in the original container;
e. Any failure to make such inspections,
adjustments, tests or servicing as the vendor
has agreed to make or normallyundertakes to
make in the usual course of business, in
connection with the distribution or sale of the
products;
f. Demonstration, installation,servicing or repair
operations, except such operations performed
at the vendor's premises in connection with
the sale of the product;
9. Products which, after distribution or sale by
you, have been labeled or relabeled or used
as a container.part or ingredient‘ofany other
thing orsubstance by or for the vendor; or
h. "Bodily injury" or "property damage" arising
out of the sole negligence of the vendor for its
SB-146932—E
(Ed. 06/11)
own acts or omission or those of its
employees or anyone else acting on Its
behalf. However, this exclusiondoes not
apply to:
(1) The exceptions contained in
Subparagraphs d. or f.; or
(2) Such inspections, adjustments, tests or
servicing as the vendor has agreed to
make or normally undertakes to make in
the usual course of business, in
connection withthe distribution or sale of
the products.
2. This insurance does not apply torany insured
person or organization, from whom you have
acquired such products, or any ingredient. part or
container, entering into, accompanying or
containing such products.
3. This provision 2. does not apply to any vendor
includedas an insuredby an endorsement issued
by us and made a part ofthis Policy,
4. This provision2. does not apply if"bodilyinjury"or
“property damage“ included withinthe "productscompleted operations hazard" ls exfcludedeither by the provisionsof the Policyor by endorsement.
2. MISCELLANEOUSADDITIONALINSUREDS
WHO IS AN INSUREDis amended to include as an
insured any person or organization (called additional
insured) described in paragraphs 2.a. through 2.h.
below whom you are required to add as an additional
insured on this policy under a writtencontract or
agreement but the written contract oragreement must
be.
1. Currently in effect or becoming effectiveduringthe
term of this policjc and
2. Executed prior to the "bodily injury," "property
damage" or "personal and advertising Injury."but
Only the following persons or organizations are
additional insureds under this endorsement and
coverage provided to such additional insureds is
limitedas provided herein:
a. Additional Insured - Your Work
That person or organization for Whomyou do
work is an additional insured solely for liability
Item Number: 11.
CNA
due to your negligence specifically resulting
from your work for the additional insured
which is the subject of the written contract or
written agreement. No coverage applies to
liabilityresulting from the sole negligence of
the additional insured.
The insurance provided to the additional
insured is limitedas follows:
(1) The Limitsof Insurance applicableto the
additional insured are those specified in
the written contract or writtenagreement
or in the Declarations of this policy,
whichever is less. These Limits of
Insurance are inclusiveof, and not in
addition to, the Limitsof Insurance shown
inthe Declarations.
(2) The coverage provided to the additional
insured by this endorsement and
paragraph F.9. of the definitionof ”insured
contract" under Liability and Medical
Expenses Definitions do not apply to
“bodily injury" or "property damage"
arising out of the “products-completed
operations hazard“ unless required by the
written contract or written agreement.
(3) The insurance provided to the additional
insured does not apply to "bodilyinjury,"
“property damage." or "personal and
advertising injury" arising out of the
rendering or failure to render any
professionalservices.
State or Political Subdivisions
A state or politicalsubdivision subject to the
followingprovisions:
(1) This insurance applies only with respect
to the following hazards for which the
state or politicalsubdivisionhas issued a
permit in connection with premises you
own, rent, or control 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
similarexposures; or
(b) The construction,
removal of elevators; or
erection, or
(2) This insurance applies only with respect
to operations performed by you or on your
behalf for which the state or political
subdivision has issued a permit.
SB-146932-E
(Ed. 06l11)
SB-146932-E
(Ed. 06/11)
This insurance does not apply to "bodily
injury," “property damage" or “personal and
advertising injury" arising out of operations
performed for the state or municipality.
Controlling Interest
Any persons or organizations with a
controllinginterest in you but onlywith respect
to their liabilityarising out of:
(1) Their?nancial control of you;or
(2) Premises they own.maintain or control
while you lease or occupy these
premises.
This insurance does not apply to structural
alterations, new construction and demolition
operations performed by or forsuch additional
insured.
Managers or Lessors of Premises
A manager or lessor of premises but onlywith
respect to liabilityarising out ofthe ownership,
maintenanceor use of that speci?c part of the
premises leased to you and subject to the
followingadditionalexclusions:
Thisinsurance does not applyto:
(1) Any “occurrence"which takes place after
you cease to be a tenant inthat premises;
or
(2) Structural alterations, new construction or
demolitionoperations performed by or on
behalf of such additional insured.
Mortgagee. Assignee or Receiver
A mortgagee, assignee or receiver but only
with respect to their liabilityas mortgagee,
assignee, or receiver and arising out of the
ownership, maintenance, or use ‘ofa premises
by you.
This insurance does not apply to structural
alterations. new construction or demolition
operations performedby or forsuchadditional
insured.
Ownerlether Interests - Land is Leased
An owner or other interest from whom land
has been leased by you but only with respect
to liability arising out of the ownership,
maintenance or use of that speci?c part of the
land leased to you and subject to the following additional exclusions.
This insurance does not applyto:
(1) Any ““occurrence whichtakes place
after you cease to leasethat land;or
Item Number: 11.
CNA
g.
(2) Structural alterations. new
construction or demolition operations
performed by or on behalf of such
additional insured.
Co-owner of Insured Premises
A co—owner of a premises co-owned by you
and covered under this insurance but only
with respect to the co-ownersliabilityas coownerof such premises.
Lessor of Equipment
Any person or organization from whom you
lease equipment. Such person or organization
are insureds onlywith respect to their liability
arising out of the maintenance.operation or
use by you of equipment leased to you by
such person or organization. A person’s or
organization's status as an insured under this
endorsement ends when their written contract
or agreement with you for such leased
equipment ends.
With respect to the insurance afforded these
additional insureds, the following additional
exclusions apply:
Thisinsurance does not apply:
(1) To any “occurrence“ which takes place
after the equipment lease expires; or
(2) To "bodily injury," "property damage" or
“personal and advertising injury" arising
out of the sole negligence of such
additional insured.
Any insurance provided to an additional insured
designated under paragraphs b. through h. above
does not apply to "bodily Injury" or “property
damage“ included withinthe "products-completed
operations hazard."
3. The following is added to Paragraph H. of the
BUSINESSOWNERS COMMON POLICY
CONDITIONS:
H. Other Insurance
4. This insurance is excess over any other
insurance naming the additional insured
as an insured whether primary, excess.
contingent or on any other basis unless a
written contract or written agreement
speci?cally requires that this insurance be
either primary or primary and
noncontributing.
4. LEGALLIABILITY- DAMAGETO PREMISES
A. Under B. Exclusions.1. Applicable to
Business Liability Coverage, Exclusion k.
SB-146932-E
(Ed. 06l11)
SB-‘I46932-E
(Ed. 06/11)
Damage To Property, is replaced by the
following:
k. Damage To Property
"Property damage“ to:
1. Property you own.rent or occupy.
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 you sell, give away or
abandon, if the “property damage"
arises out of any part of those
premises;
3. Property loaned to you;
4. Personal property in the care.
custody or control ofthe insured;
5. That particular part of any real
property on which you or any
contractors orsubcontractors working
directlyor indirectlyin yourbehalf are
performingoperations, ifthe “property
damage" arises out of those
operations; or
6. That particular part of any property
that must be restored;repaired or
replaced because "yoUrwork" was
incorrectlyperformed on it.
Paragraph 2 of this exclusion does not
apply ifthe premises are "your work" and
were never occupied. rentedorheld for
rental by you. i
Paragraphs 1. 3. and 4, of this exclusion
do not apply to "property damage" (other
than damage by ?re or explosion) to
premises:
(1) rented to you:
(2) temporarilyoccupied by you with the
permission of the owner, or
(3) to the contents of premises rented to
you 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 Section D - Liabilityand
MedicalExpenses Limitsof Insurance.
Item Number: 11.
CNA
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.“
B. Under B. Exclusions. 1. Applicable to
Business Liability Coverage. the last
paragraph of 2. Exclusionsis deleted and
replaced by the following:
Exclusionsc.d. e.f. g. h. i.k. l, m.n.and 0.
do not apply to damage by ?re to premises
while rented to you or temporarilyoccupied by
you with permission of the owner or to the
contents of premises rented to you for a
period of 7 or fewer consecutive days. A
separate limit of insurance applies to this
coverage as described in Section D. Liability
And Medical Expenses Limits Of
Insurance.
C. The ?rst Paragraph under item5. Damage To
Premises Rented To You Limit of Section
D. Liability And Medical Expenses Limits
0f Insurance is replaced by the following:
The most we willpay under Business Liability
fordamages because of "property damage"
to any one premises. while rented to you. or
temporarily occupied by you, with the
permission of the owner.includingcontents of
such premises rented to you for a period of 7
-or fewer consecutive days. is the Damage to
Premises Rented to You limitshown in the
Declaration.
Blanket Waiver of Subrogation
We waive any right of recovery we may have
against:
a. Any person or organization with whom you
have a written contract that requires such a
waiver.
Broad Knowledge of Occurrence
The following items are added to E.
Businessowners General Liability Conditions
in the Businessowners Liability Coverage
Form:
e. Paragraphs a. and b. apply to you or to any
additional insured only When such
"occurrence."offense.claim or "suit"is known
to:
(1) You or any additional insured that is an
individual;
SB-146932—E»
(Ed.'06/1 1)
SB-146932-E
(Ed. 06/11)
(2) Any partner, if you or an additional
insured is a partnership; 1
(3) Any manager, if you or an additional
insured is a limitedliabilitycompany;
(4) Any "executive of?cer" or insurance
manager. ifyou or an additionalinsured is
a corporation;
(5) Any trustee. if you or an additional
insured is a trust; or
(6) Anyelected or appointed of?cial. ifyou or
an additional insured is a political
Subdivisionor publicentity.
This paragraph e. applies separately to you
and any additional insured.
7. Bodily Injury
Section F. Liability and Medical Expenses
De?nitions.item 3. "BodilyInjury"isdeleted and
replacedwiththe following: .
"Bodily injury" means bodily injury. sickness or
disease sustained by a person. including death.
humiliation.shock. mental anguish or mental
injuryby that person at any time whichresults as
a consequence of the bodily injury. sickness or
disease.
Expanded Personal and AdvertisingInjury
Definition
a. The following is added to Section F. Liability
and Medical Expenses Definitions.item14.
Personal and Advertising Injury. in the
Businessowners General Liability
Coverage Form:
h. Discriminationor humiliation that results in
injuryto the feelings or reputationof a natural
person, but only if such discrimination or
humiliation'Is:
1. Not done intentionally byor at the
directionof:
a. The insured; or
b. Any “executive of?cer." director.
stockholder. partner. member or
manager (ifyou are a limited liability
company) of the insured; and
2. Not directly or indirectly relatedto the
employment. prospective employment
past employment or termination of
employment of any person or person by
any insured.
b. The following is added to Exclusions.Section
B.:
‘ Page 4 of5
Item Number: 11.
CNA
(15)Discrimination Relating to Room,
Dwellingor Premises
Caused by discrimination directly or
indirectlyrelated to 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.
(16)Fines or Penalties
Fines or penalties leviedor imposed by a
governmental entity because of
discrimination.
c. This provision (Expanded Personal and
Advertising Injury) does not apply if
SB-146932-E
(Ed. 06/11)
SB-146932-E
(Ed. 06/11)
Personal and Advertising InjuryLiability is
excluded either by the provisionsof the Policy
or by endorsement.
Personal and Advertising Injury Re-defined
Section F. Liability and MedicalExpenses
Definitions.item 14, Personal AdvertisingInjury,
Paragraph c. is replaced by the follotving:
c. The wrongful eviction from, Wrongfulentry
into, or invasion of the right of private
occupancy of a room dwelling or premises
that a person or organization occupies
committed by or on behalf of it's owner,
landlordor lessor.
i Page 5 of5
Item Number: 11.
CNA80103XX CNA (09-14)
THIS ENDORSEMENTCHANGES THE POLICY. PLEASE READITCAREFULLY.
PRIMARYAND NONCONTRIBUTORYOTHER INSURANCECONDITION
This endorsement modi?es insurance provided under the following:
BUSINESSOWNERSCOMMON POLICYCONDITIONS
The followingis added to Paragraph H. Other Insurance and supersedes any provisionto the contrary:
Primary And Noncontributory Insurance
Thisinsurance is primaryto and willnot seek contributionfrom any other insurance available to an additionalinsured under your policyprovidedthat:
1. The additionalinsured is a Named Insuredundersuch otherinsurance; and
2. You have agreed in writingin a contract or agreement that this insurance would be primary and would not seek contributionfromany other insurance available to the additionalinsured.
Allother terms and conditionsof the Policy remain unchanged.
CNA80103XX(09-14)
Copyright.CNA AllRights Reserved. Includes copyrightedmaterial of Insurance Services Of?ce.Inc..withits permission Item Number: 11.
SB-I46968—A
(Ed. 017/06) (NA
IMPORTANT: THIS ENDORSEMENTCONTAINS DUTIESTHATAPPLY TO THE ADDITIONAL INSUREDINTHE EVENTOF OCCURRENCE, OFFENSE,CLAIMOR SUIT. SEE PARAGRAPH
0., OF THIS ENDORSEMENTFORTHESE DUTIES.
THIS ENDORSEMENTCHANGES THEPOLICY. PLEASE READ ITCAREFULLY.
BLANKETADDITIONALINSUREDENDORSEMENT
WITHPRODUCTS-COMPLETEDOPERATIONS COVERAGE
&
BLANKETWAIVEROF SUBROGATION
Architects, Engineers and Surveyors
Thisendorsementmodi?esinsurance providedunderthe following:
BUSINESSOWNERSLIABILITYCOVERAGEFORM
BUSINESSOWNERSCOMMONPOLICYCONDITIONS
A. WHO IS AN INSURED (Section C.) of the
Businessowners LiabilityCoverage Form is amended
to include as an insured any person or organization
whomyou are required to add as an additionalinsured
on this policy under a written contract or written
agreement; but the written contract or written
agreement must be:
1. Currently in effect or becoming effectiveduringthe
termofthis poliCy;and
2. Executed prior to the "bodily injury," “property
damage," or “personal and advertising injury." . The insurance provided to the additional insured is limitedas follows:
1. That person or organization is an additional
insured solely for liabilitydue to your negligence
specifically resulting from "your work" for the
additional insured which is the subject of the
written contract or written agreement. No
coverage applies to liabilityresulting fromthe sole
negligence of the additionalinsured.
2. The Limits of Insurance applicable to the
additional insured are those specified in the
written contract or written agreement or in the
Declarations of this policy, whichever is less.
TheseLimitsof Insurance are inclusive of, and not
in addition to, the Limitsof insurance shown in the
Declarations.
3. The coverage provided to the additional insured
within this endorsement and section titled
LIABILITY AND MEDICAL EXPENSE
DEFINITIONS — "Insured Contract" (Section
F.9.j withinthe Businessowners LiabilityCoverage
Form,does not apply to "bodilyinjury"or "property
damage" arising out of the "products-completed
operations hazar " unless required by the written
contract or written agreement.
SB-146968-A
(Ed. 01/06)
C. BUSINESSOWNERS
4. The insurance providedto the additionalinsured
does not apply to "bodily injury, property
damage," "personal and advertising injury"arising
out of an architect's, engineer‘s, or surveyor's
rendering of or failure to render any professional
services including:
a. The preparing, approving,orfailingto prepare
or approve maps, shop drawings,opinions
reports, surveys field orders change orders
or drawings and specificationsby any
architect engineer or surveyorperforming
services on a project of which youserve as
construction manager, or
b. Inspection, supervision, quality control,
engineering or architectural services done by
you on a project of which you serve as
construction manager.
5. This insurance does not apply to "bodily injury,"
"property damage," or "personal and advertising
injury"arising out of: . a. The construction or demolitionworkwhile you are acting as a construction or demolition
contractor. This exclusion does‘ not apply to
workdone for or by youat yourpremises.
GENERAL LIABILITY
CONDI110NS — Duties In The Event of Occurrence,
Offense, Claim or Suit (Section E2.) of the
Businessowners LiabilityCoverage Formis amended
to add the following:
An additional insured under this endorsement will as
soon as practicable:
1. Give written notice of an occurrenceoran offense
to us which may result in a claim or "suit" under
this insurance;
Item Number: 11.
2. Tender the defense and indemnityof any claim or
"suit" to us for a loss we cover under this
Coverage Part;
3. Tender the defense and indemnityof any claimor
"suit" to any other insurer which also has
insurance for a loss we cover under this Coverage
Part; and
4. Agree to make available any other insuranCe
which the additional insured has for a loss we
cover under this Coverage Part.
We have no duty to defend or indemnify an additional
insured under this endorsement until we receive
written notice of a claim or "suit" from the additional insured. . OTHER INSURANCE (Section H. 2. s. 3.) of the Businessowners Common Policy Conditions are
deletedand replaced withthe following:
2. This insurance is excess over any other insurance
naming the additional insured as an insured
whether primary, excess, contingent or on any
other basis unless a written contract or written
agreement specifically requires that this insurance
be either primary or primary and noncontributing
to the additional insured's own coverage. This
insurance is excess over any other insurance to
which the additional insured has been added as
an additionalinsured by endorsement.
3. When this insurance is excess, we will have no
duty under Coverages A or B to defend the
additional insured against any "suit" if any other
insurer has a duty to defend the additional insured
SB-146968-A
(Ed. 01/06)
SB-146968-A
(Ed. 01/06)
against that ”suit" If no other insurer defends, we
will undertake to do so, but we will be entitled to
the additional insured's rights against all those
otherinsurers.
When this insurance is excess over other
insurance, we will pay only our share of the
amount of the loss, if any, that exceedsthe sum
of: ‘
(a) The total amount that allsuch otherinsurance
would pay for the loss in the absence of this
insurance; and
(b) The total of all deductible and self-insured
amounts under allthat other insurance.
We willshare the remaining loss, ifany,withany
other insurance that is not described in this
Excess Insurance provisionand wasnot bought
specifically to apply in excess of the Limits of
Insurance shown in the Declarations of this
Coverage Part.
E. TRANSFER OF RIGHTS OF RECOVERYAGAINST
OTHERS TO US (Section K2.) of the
Businessowners Common PolicyConditidnsis deleted
and replacedwiththe following:
2. We waive any right of recovery we may have
against any person or organization against whom you
have agreed to waive such right of recovery in a
written contract or agreement becauseof payments
we make for injury or damage arising out of your
ongoing operations or "your work" dene under a
contract withthat person or organization and included
withinthe "products-completedoperations hazard."
, Page 2 of2
Item Number: 11.
DATE(IIIMIDDIYYYY) 04/08/2025 A A‘CORDQ CERTIFICATE OF LIABILITYINSURANCE THIS CERTIFICATEIS ISSUED AS A MATTER OF INFORMATIONONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATEHOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELYOR NEGATIVELY AMEND.EXTENDOR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTEA CONTRACT BETWEEN THE ISSUING iNSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. ‘ IMPORTANT: It the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. Ii 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 ?ghts to the certificate holder in lieu of such endorsement(s). PRODUCER ggltwéAc-rMarsh Affinity PHONE a division DIMarsh USALLC. EMAIL
- ADPTotaiSource@rnarsh com I PO BOX14404 ADDRESS.
INSURERIS)AFFORDING COVERAGE
INSURERA : AIUInsurance Compan
INSURERB:
COVERAGES CERTIFICATE NUMBER: REVISIONNUMBER:
THIS IS TO CERTIFY THATTHE POLICIESOF INSURANCELISTED BELOWHAVEBEEN ISSUED TO THE INSURED NAMEDABOVE FOR THE POLICY PERIOD INDICATED.NOTWITHSTANDINGANY REQUIREMENT,TERM OR CONDITIONOF ANY CONTRACT OR OTHER DOCUMENTWITH RESPECT TO WHICH THIS CERTIFICATEMAYBE ISSUE) OR MAY PERTAIN.THE INSURANCEAFFORDEDBY THE POLICIES DESCRIBEDHEREIN IS SUBJECT TO ALL THE TERMS.
EXCLUSIONSANDCONDITIONSOF SUCH POLICIES.LIMITSSHOWN MAYHAVEBEENREDUCEDBY PAIDCLAIMS. TYPEOFINSURANCE INSD WVD POLICYNUMBER (MMIDDIYYYY)("MIDDIYYYYI LIMITS COMMERCIALGENERALLIABILITY I
EACHOCCURRENCE DAMAGETO RENTED
PREMISES Ea occurrence
Des Moines.IA50306-9686
INSURED
ADPTotalSourceDEIV.Inc. 5800 Windward Parkway
Aipheretta.GA30005 LICIF: NAICONSULTING. INC. 68955 ADELINARD Cathedral City.CA 92234
MEDEXP(Any one person) PERSONAL8-ADVINJURY
GENERALAGGREGATE
PRODUCTS- COMPIOPAGG
COMBINEDSINGLELIMIT I Ea accident 1 BODILYINJURY(Per person) BODILYINJURY(Per accident) PROPERTYDAMAGE Per accident
I UMBRELLALIAB - OCCUR EACHOCCURRENCE I
EXCESSLIAB I CLAIMS-MADE
-E_ WORKERSCOMPENSATION ANDEMPLOYERS‘LIABILITY
ANYPROPRIETORIPARTNER/EXECUTIVE OFFICER/MEMBEREXCLUDED? fMandatcryin NH] tyes, descnbe under DESCRIPTIONOF OPERATIONSbelow
.L.EACHACCIDENT S 2.0W.000 WC053533545 CA OTIOTIZOZS OTIO‘IIZOZG .L. DISEASE.EAEMPLOYEE S 2.0“).000
.L. DISEASE- POLICYLI IT 5 2 om000
DESCRIPTIONOF OPERATIONS I LOCATIONSl VEHICLES(ACORD101.Additional Remarks Schedule, may be attached It more space Is required) Allworksite employees workingIor NAICONSULTING,INC. paid under ADP TOTALSOURCE, INC.'s payroll. ‘ are covered under the above stated [Kaoiic .See attached certificate holder notice oi cancellation. a
SCHEDULED
AUTOS NON-OWNED
AUTOSONLY
ProprietorlPartnerlExecutive Oliicer em er are not excluded as long as the are In the ADPTS Search or have com ieted the SEI Participation Addendum.WAIVEROF SU ROGAI'IONINFAVOR OF CONII’IIIIIIACCAIIE HOL ERAS RESPECTSOF JOB PERFORMED BYNAICONSULTING. iNC.AS REQUIREDBYWRITTEN
CERTIFICATEHOLDER CANCELLATION
Cityat Desert Hot Springs
'13:”: ff???”CA 92240 SHOULDANYOF THE ABOVE DESCRIBED POLICIES BE CANCELLEDBEFORE e ° 9 "95' THE EXPIRATION DATE THEREOF. NOTICE WILL BE DELIVERED IN ACCORDANCEWITHTHEPOLICYPROVISIONS. 3
ACORD 25 (2016/03) © 1988-2015 ACORDOORPO5TION.All rights reserved.
The ACORD name and logo are registered marks of ACORD‘
‘
‘ =
Item Number: 11.
BLANKETWAIVEROF OUR RIGHTTO RECOVERFROM OTHERS ENDORSEMENT This endorsement changes the policy to which it is attached effective on the inception date of the policy unless a different date is indicated below. i
(The following“attaching clause“ need be completed only when this endorsement is issued subsequent to preparation of the poiicy).
This endorsement, effective 07/01/2025 12:01 AM forms a part of Policy No. WC 063533646 CA Issued to ADP TotalSource DE IV, Inc.
5800 Windward Parkway
IA/l hlarena, GA 30005
NAICONSULTING. INC.
68955 ADELINARD
Cathedral City, CA 92234
By AIUInsurance Company
We have a right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our ?ght against any person or organization with whom you have a written contract that requires you to obtain this agreement from us, as regards any work you perform for such person or organization.
The additional premium for this endorsement shall be _% of the total estimated workers compensation premium for this policy.
ANYPERSON OR ORGANIZATIONTO WHOM YOUBECOMEOBLIGATEDTO WAIVEYOUR RIGHTS OF
RECOVERY AGAINST, UNDERANY CONTRACT OR AGREEMENT YOU ENTER INTO PRIOR TO THE
OCCURRENCEOF LOSS
wc 04 03 61 Countersigned by ‘1 “ .
(Ed. 11/90) Authoriz Representative
Item Number: 11.
THIS ENDORSEMENTCHANGES THE POLICY. PLEASE READ IT CAREFULLY. lThISendorsement changes the policy to which it is attached effective on the inception date of the policy unless a different date is indicated below.
(The following" attaching clause" need be completed onlywhen this endorsement is issued subsequent to preparationof the policy).
This endorsement, effective 12:01 AM 07/01/2025 f°rms 5' Pa” °f P°"°Y ”0- WC 053533545 CA Issued to NAICONSULTING, INC.
By AIUInsurance Company
LIMITEDADVICE OF CANCELLATIONTO SCHEDULED ENTITIES
(WORKERS' COMPENSATION ONLY)
This policy is amended as follows:
in the event that the Insurer cancels this policy for any reason other than non-payment of premium, and
1. the cancellation effective date is prior to this policy's expiration date;
2. the Named Insured or, if applicable, any other employers named in item 1 of the information Page is under an existing contractual obligation to notify a certi?cate holder(s) when this policy is canceled (hereinafter the f'Certi?cate Holder(s)") and the Named Insured has provided the Insurer, either directly or throughits broker of record, either.
(a) the name of the entity shown on the certi?cate, a contact name at such entity and the US. Postal Service mailing address of each such entity; or
(b) the email address of a contact at each such entity; and
3. priorto the effective date of cancellation, the Named Insured con?rmsto the Insurer, either directlyor through its broker of record, that the persons or organizations set forth in the Schedule below, as well as theirrespective addresses listed, should continue to be a part of the Schedule and, if not, the names of the persons or organizations that should be deleted,
the Insurer will provide advice of cancellation (the "Advice") to each such Certi?cate Holder(s) con?rmed by the Named Insured in writing to be correctly a part of the Schedule within 30 days after the Named Insured con?rms the accuracy of the Schedule below with the Insurer; provided, however that if a speci?c number of days is not stated above then the Advice will be provided to such Certi?cate Holder(s) as soon as reasonably practicable afterthe Named Insured con?rmsthe accuracy of the Schedule below withthe Insurer. .
Proof ofthe Insurer emailing the Advice, using the information provided and subsequently con?rmed by the NamedInsured in writing,willserve as proof that the insurer has fully satis?ed its obligations under this endorsement.
This endorsement does not affect, in any way, coverage provided under this policy or the cancellation of this policy or the effective date thereof, nor shall this endorsement invest any rights in any entity not insured under this policy.
The followingde?nitions apply to this endorsement:
11. Named insured means the ?rst named employer in Item 1 of the information Page of this policy.
2. Insurer means the insurance company shown in the header on the lnforrnationPage of this policy. wc 99 oo58
(Ed. 04/11) Page 1 of 2
Item Number: 11.
gig—VALE
NAMEOF PERSON OR ORGANIZATION E-MAILOR US POSTAL SERVICE ADDRESS Cityof Desert Hot Springs 11999 Palm Drive
Desert Hot Springs, CA 92240
All other terms, conditions and exclusions shall remain the same.
AUTHORIZED REPRESENTATIVE
WC 99 00 58 Page 2 of 2
(Ed. 04/11)
Item Number: 11.
F... W-9
(Rev. October 2013)
DepartmentoftheTreasury
lntemalRevenueService
Request for Taxpayer
Identi?cation Number and Certi?cation
D Go to wwvmlrs.govlFormW9 for instructions and the latest information.
Give Form to the
requester. Do not
send to the lRS.
1 Name (as shown on your income tax return). Nameisrequired on thisline; do notleave thisiineblank.
NAIConsulting, inc.
2 Business name/disregarded entity name.ifdifferent from above followingseven boxes.
single-member LLC
anotherLLCthat is not diateg
C] Other(see instructions) >
El individual/soleproprietor or D C Corporation MS Corporation El Limitedliabilitycompany. Enterthe tax classi?cation (C=Ccorporation. S=S corporation. P=Partnership) > Note: Check the appropriate box Inthe lineabove for the tax classificationof the single-member owner. Do not check LLCifthe LLCis classified as a single-member LLCthat Isdisregarded from the ownerunless the ownerof the LLCis arded from the ownerfor US. federaltax purposes. Otherwise.a single-member LLCthat is disregarded fromthe ownershould check the appropriate box forthe tax classi?cation of Its owner. 3 Check appropriate box for federaltax classi?cationofthe person whose nameis entered on line1. Check only one of the 4 Exemptions (codes apply only to certain entitles.not individuals:see
instructions on page 3): I] Partnership [:1Trust/estate Exempt payee code (ifany)
Exemption fromFATCAreporting
code (ifany)
We to mount: Mohedoutslrb the US)
5 Address (number. street.and apt. or suite no.) See instructions. Requester‘s name and address (optional) 68-955 Adelina Road
6 City. state. and ZIPcode
Cathedral City. CA 92234
7 Listaccount numberis) here (optional)
Partl Taxa er Identification Number IN
Enteryour TINin the appropriate box. The TINprovided must match the name given on line 1 to avoid backup withholding.For individuals.this is generally your social security number (SSN).However.for a resident alien.sole proprietor. or disregarded entity. see the instructionsfor Part I.later. For other entities.it is your employer identi?cation number (EIN).Ifyou do not have a number, see How to get a TIN.later.
Note: ifthe account is in more than one name.see the instructions for line 1. Alsosee WhatName and Number To Givethe Requester for guidelines on whose number to enter. .Certifidation
Underpenalties of perjury. Icertify that:
Social security number
[ED-EDDIE
orEmployer identi?cation number
1. The number shown on this form Is my correct taxpayer identification number (or i am waiting for a number to be issued to me): and
2. I am not subject to backup withholding because: (a)I am exempt from backup withholding. or (b) l have not been notifiedby the InternalRevenue Service (IRS)that i am subject to backup withholding as a result of a failure to report all interest or dividends.or (c)the IRS has notified me that I am no longer subject to backup withholding: and
3. i am a US. citizenor other US. person (defined below): and
4. The FATCAcode(3) entered on this form (Ifany) indicating that I am exempt from FATCAreporting is correct.
Certificationinstructions. You must cross out item2 above ifyou have been notifiedby the IRSthat you are currentlysubject to backup withholdingbecause youhave failedto report allinterestand dividendson yourtax return. Forreal estate transactions.item2 does not apply. Formortgage interestpaid. acquisition or abandonment ofsecured propeny.cancellationof debt.c: otherthan interestand dividends.you are not required t _ = ? Signature of
US. person > ‘A-x‘g‘y“.
General Instructions
Section references are to the lntemal Revenue Code unless otherwise noted.
Future developments. Forthe latest information about developments related to Form W-9 and its instructions.such as legislation enacted after they were published. go to www.lrs.gov/FormW9.
Purpose of Form
An individualor entity (Form W-9 requester) who is required to filean informationreturn with the IRSmust obtain your correct taxpayer identificationnumber (TIN)whichmay be your social security number (SSN). individualtaxpayer identification number (lTlN).adoption taxpayer identificationnumber (ATIN).or employer identification number (EIN).to report on an information return the amount paid to you. or other amount reportable on an information return. Examples of information returns include.but are not limitedto. the following.
0 Form 1099-INTanterestearned or paid)
?
Wu
:' -1” .LLE“
’ tributionsto an individualretirementarrangement (IRA).and generally.payments -nthe certi x~-h. but you must provide yourcorrect TIN.See the InstructionsforPartII.later. - Form 1099-DIV(dividends. includingthose from stocks or mutual funds)
0 Form1099-MISC (various types of income, prizes. awards.or gross proceeds) - Form1099-8 (stock or mutual fund sales and certain other transactions by brokers) - Form 1099-3 (proceeds from real estate transactions) 0 Form 1099-K(merchant card and third party network transactions) 0 Form 1098 (home mortgage interest). 1098-E (student loan interest). 1098-T (tuition) ‘
0 Form 1099-0 (canceled debt) - Form 1099-A(acquisition or abandonment ofsecured property) Use Form W-9 only if you are a US. person (including a resident alien). to provide your correct TIN.
Ifyou do not retum Form W-9 to the requester with a TIN,you might be subject to backup withholding.See What Is backup withholding. later. mm
Cat. No. 10231X FormW-9(Rev. 10-2018)
Item Number: 11.
PW26—020NAl CONSULTHNGSCANNED
Final Audit Report 2025-09-03
2025-08-28
CD Admin ([email protected])
Status: Signed
Transaction ID: CBJCHBCAABAAkaXiNuSEvXqPUAtsz-hyHLTLNngN1 "PW26-020 NAICONSULTING SCANNED" History
Document created by CD Admin ([email protected])
2025-08—28- 2:54:35 PM GMT-IP address: 72.34.118.4
Document emailed to Josh Nickerson ([email protected]) for signature 2025-08-28 - 2:54:49 PM GMT
Email viewed by Josh Nickerson ([email protected]) 2025-08-28 - 3:40:15 PM GMT- IP address: 72.132.15.17
Document e-signed by Josh Nickerson ([email protected]) Signature Date: 2025-08-28 - 3:41 :14 PM GMT - Time Source: server- IP address: 72.132.15.17 Document emailed to [email protected] for signature 2025-08-28 - 3:41:17 PM GMT
Email viewed by [email protected]
2025-08—28- 3:43:01 PM GMT- IP address: 52.6.110.29
[email protected] entered name at signing as Jennifer Mizrahi 2025-09—01- 1:42:04 PM GMT- IP address: 104.174.9.65
Document e-signed by Jennifer Mizrahi ([email protected]) Signature Date: 2025-09-01 - 1:42:06 PM GMT- Time Source: server- IP address: 104.174.9.65 + Document emailed to Doria Wilms ([email protected]) for signature 2025-09-01 - 1:42:08 PM GMT
Email viewed by Doria Wilms ([email protected])
2025-09-01 - 1:51 :00 PM GMT- IP address: 172.226.186.0 Document e-signed by Doria Wilms ([email protected]) Signature Date: 2025-09-02 - 11:16:14 PM GMT- Time Source: server- IP address: 72.34.118.4 Item Number: 11.
54>Document emailed to [email protected] for signature 2025-09-02 - 11:16:17 PM GMT
1'3Email viewed by [email protected]
2025-09-02 - 11:16:44 PM GMT—IP address: 172.226.186.0
9;, Signer [email protected] entered name at signing as Jerryl Soriano 2025-0003 - 0:16:28 AMGMT-IP address: 72.34.118.4
$5 Document e-signed by Jerryl Soriano ([email protected]) Signature Date: 2025-09-03 - 0:16:30 AMGMT- Time Source: server- IP address: 72.34.118.4 ® Agreement completed.
2025-09-03 - 0:16:30 AMGMT
Item Number: 11.
SR-26-186
City of Desert Hot Springs
City Council
AGENDA ITEM REPORT
To: City Council
Date: September 1, 2026
Department: Public Works
Prepared by: Raul Arauz, Associate Engineer
Subject: Hacienda Avenue Street Improvements, City Project No. 3003 Notice of Completion
RECOMMENDATION:
Approve the work as performed, accept the project as completed, authorize the City Manager to approve final payment to All American Asphalt, and direct the City Clerk to file the Notice of Completion for the Hacienda Ave Street Improvement Project, City Project No. 3003.
BACKGROUND:
The now completed Hacienda Avenue Street Improvement Project extends along Hacienda Avenue from West Drive to Tamar Drive and represents a major investment in the City's pedestrian, bicycle, roadway, and street infrastructure.
The project included roadway improvements, approximately 10,000 linear feet of sidewalk, ADAaccessible improvements, bicycle lanes, landscaping and irrigation, new LED street lighting, pavement markings and crosswalks, a meandering sidewalk with solar bollard lights, a “Interpretive Garden” and other associated improvements intended to provide safer connections between residential neighborhoods, schools, parks, public transit stops, and commercial areas.
The City secured multiple funding sources for the project, including $1,322,000 in Active Transportation Program (ATP) Cycle 4 funds and $2,999,000 through the Clean California Local Grant Program Cycle 2, supplemented by Measure A, SB 1, and DIF Streets funding.
DISCUSSION:
On December 12, 2024, the City Council awarded the construction agreement to All American Asphalt, the lowest responsive qualified bidder, in the amount of $6,631,992.00, with a 10% contingency of $663,199.20. The City also retained Omnis Inc. to provide project management and inspection services.
During construction, several unforeseen circumstances, discrepancies and information gaps between construction documents and existing field conditions, and supplemental surveying and design coordination, required changes to the original contract. A total of 20 change orders were processed, of which 18 were approved and are listed below and attached in the Change Order Log. The total amount for all change orders resulted in $1,141,940.33, which was approximately 17% of the original contract amount. The largest change order approved was for the change in pavement rehabilitation Item Number: 12.
SR-26-186
method, from “Grind and Overlay” to “Pulverize and Overlay” in the roadway section from West Drive to Palm Drive. During construction, the Design Engineer of Record, the City’s Consultant Engineer, and the City Engineer inspected the pavement condition throughout the project prior to paving, and it was determined that the pavement between West Drive and Palm Drive was more deteriorated and structurally deficient than others areas and recommended utilizing the Pulverize and Overlay method instead of the Grind and Overlay method for pavement. The pulverize and overlay method removed and replaced a 3-inch structural section instead of a 2-inch structural section of asphalt, which was necessary in that area due to the structurally deficient and deteriorated pavement condition. Although more costly upfront, this sustainable approach reuses the existing pavement material, reduces hauling and disposal, and associated emissions, while providing a stronger pavement section and greater long-term value to the City.
Sustainability measures included reused pavement materials, by way of a full depth reclamation, through pulverization and overlay, the project reused approximately 3,600 cubic yards of existing roadway material, the installation of 39 energy-efficient LED street lighting, and 32 solar-powered bollards along the meandering sidewalk, reducing material waste, energy demand, and the project's environmental footprint.
The City was also able to meet requirements of the Clean California grant with the construction of the Interpretive Garden, a most welcome improvement that provides an Educational Outreach component while highlighting the City's desert environment and expanding the project's benefit beyond traditional street improvements.
The completed Hacienda Avenue corridor represents a significant transformation and long-term investment in the community. The finished improvements provide an impressive streetscape from one end of the project to the other while substantially improving pedestrian accessibility, bicycle connectivity, roadway conditions, lighting, landscaping, and overall safety.
FISCAL IMPACT:
The original City Council-approved project budget was $7,469,191.20, including the construction contract, construction contingency, construction management, materials testing, and related project expenses.
The final construction contract, including approved change orders, is $7,773,932.33.
STRATEGIC ALIGNMENT:
This initiative supports the following goals of the City's Strategic Plan:
Goal 4: Public Safety - Staffing and Community Policing Enhance the quality of life for our residents and staff by establishing appropriate law enforcement staffing levels and implementing community policing initiatives.
Goal 6: Community Beautification
Focused execution of beautification efforts city-wide via enforcement measures and the abatement of illegal dumping.
Item Number: 12.
SR-26-186
Goal 8: Community Services, Engagement and Quality of Life Provide for high-quality programs, events and activities that promote and provide community engagement, pride, quality of life services and arts and culture in the City of Desert Hot Springs.
Goal 10: Street/Road Infrastructure
Intense focus on fiscal and operational needs to ensure the city can meet the growing demands of the community by maintaining existing street/road infrastructure while planning for long-term growth and development.
Goal 11: Financial and Operations
Continue to provide fiscally sound operations via the ongoing evaluation of city processes and operational needs to maximize efficiency, streamline processes and eliminate bureaucracy, when possible, to deliver outstanding customer service and professionalism in all interactions with residents and the public.
ATTACHMENTS:
1) Hacienda Avenue - Change Order Log
2) Hacienda Avenue - Pictures
3) Hacienda Avenue - Notice of Completion
Item Number: 12.
Project Hacienda Ave Street Improvements Project No. 3003 Contractor All American Asphalt Contract No. PW25-062
Civil Engineer Kameron Qureshi, Kimley-Horn & Associates Base Bid Amount $6,631,992.00 DHS CO # DESCRIPTION
DATE
APPROVED AMT
DHS CO 01 Extra Cross gutter & spandrel on the North side of Hacienda Ave & Ocotillo Road
4/8/25 $19,320.00
DHS CO 02 CMU Wall Mud Cap
4/16/25 $21,850.00
DHS CO 03 Supplemental Survey due to design inconsistencies 4/16/25 $16,962.00
DHS CO 04 Tree & Bush Removal to make way for CMU wall construction 4/21/25 $19,566.00
DHS CO 05 Supplemental Survey due to design inconsistencies 6/18/25 $6,754.00
DHS CO 06 Supplemental Survey due to design inconsistencies 7/17/25 $16,027.00
DHS CO 07 Revised Bid Item #37 (Credit to City)
8/28/25 ($289,372.50)
DHS CO 08 Sewer Manhole Modification
8/28/25 $44,453.16
DHS CO 09 Mill and Overlay to Pulverize and Overlay
9/4/25 $880,375.40
DHS CO 10 Verbena Foxdale Raised Median
9/30/25 $124,432.94
DHS CO 11 Potholing for irrigation system
10/1/25 $40,355.26
DHS CO 12 NOT EXECUTED
$0.00
DHS CO 13 Supplemental Survey for Medians
10/16/25 $10,164.00
DHS CO 14 NOT EXECUTED
$0.00
DHS CO 15 Furnish and install filter cloth in landscaping areas 12/3/25 $18,425.00
DHS CO 16 Furnish and install Type E Traffic Loops
12/30/25 $20,180.00
DHS CO 17 Extend sleeves and mainline for irrigation system 12/30/25 $5,298.04
DHS CO 18 Striping and Signing Plans - Latest Revision
1/29/26 $88,374.28
DHS CO 19 Additional Work for Meandering Sidewalk and Angel View Property 4/1/26 $92,955.65
DHS CO 20 Additional red curb painting, pavement markings, striping and signage 4/28/26 $5,820.10
CHANGE ORDERS TOTAL 1,141,940.33
CITY OF DESERT HOT SPRINGS
CHANGE ORDER LOG
Item Number: 12.
CITY OF DESERT HOT SPRINGS, SUMMER 2026 CITY OF DESERT HOT SPRINGS, SUMMER 2026CIT CIT
HACIENDA AVENUE STREET IMPROVEMENTS PROJECTHACIENDA AV
CITY PROJECT No. 3003CITY PROJECT No. 3003CITY
Item Number: 12.
CITY OF DESERT HOT SPRINGS, SUMMER 2026 CITY OF DESERT HOT SPRINGS, SUMMER 2026CIT CIT
HACIENDA AVENUE STREET IMPROVEMENTS PROJECTHACIENDA AV
CITY PROJECT No. 3003CITY PROJECT No. 3003CITY
Item Number: 12.
CITY OF DESERT HOT SPRINGS, SUMMER 2026 CITY OF DESERT HOT SPRINGS, SUMMER 2026CIT CIT
HACIENDA AVENUE STREET IMPROVEMENTS PROJECTHACIENDA AV
CITY PROJECT No. 3003CITY PROJECT No. 3003CITY
Item Number: 12.
CITY OF DESERT HOT SPRINGS, SUMMER 2026 CITY OF DESERT HOT SPRINGS, SUMMER 2026CIT CIT
HACIENDA AVENUE STREET IMPROVEMENTS PROJECTHACIENDA AV
CITY PROJECT No. 3003CITY PROJECT No. 3003CITY
Item Number: 12.
CITY OF DESERT HOT SPRINGS, SUMMER 2026 CITY OF DESERT HOT SPRINGS, SUMMER 2026CIT CIT
HACIENDA AVENUE STREET IMPROVEMENTS PROJECTHACIENDA AV
CITY PROJECT No. 3003CITY PROJECT No. 3003CITY
HACIENDA AVENUE MEANDERING WALK:HACIENDA AVENUE M
An Interpretive Garden ExperienceAn Interpretive Garden E Item Number: 12.
CITY OF DESERT HOT SPRINGS, SUMMER 2026 CITY OF DESERT HOT SPRINGS, SUMMER 2026CIT CIT
HACIENDA AVENUE STREET IMPROVEMENTS PROJECTHACIENDA AV
CITY PROJECT No. 3003CITY PROJECT No. 3003CITY
HACIENDA AVENUE MEANDERING WALK:HACIENDA AVENUE M
An Interpretive Garden ExperienceAn Interpretive Garden E Item Number: 12.
RECORDING REQUESTED BY
AND WHEN RECORDED MAIL TO:
City Clerk
City of Desert Hot Springs
11999 Palm Drive
Desert Hot Springs, CA 92240
SPACE ABOVE THIS LINE FOR RECORDER’S USE ONLY
NOTICE OF COMPLETION
Notice is hereby given that:
1. The undersigned is owner or corporate officer of the owner of the interest or estate stated below in the property hereinafter described:
2. The full name of the owner is The City of Desert Hot Springs.
3. The full address of the owner is 11999 Palm Drive Desert Hot Springs, CA, 92240.
4. The nature of the interest or estate of the owner is in fee and easements.
5. The full names and full addresses of all persons, if any, who hold title with the undersigned as joint tenants or as tenants in common, are: None.
6. A work of improvement on the property hereinafter described was completed on May 27, 2026. The work done was: Construction of street improvements along Hacienda Avenue from West Drive to Tamar Drive.
7. The name of the contractor, for such work of improvement was All American Asphalt, Inc.
Date of Contract: December 12, 2024
8. The property on which said work of improvements were completed is in the City of Desert Hot Springs, County of Riverside, State of California, and is described as follows: Hacienda Avenue from West Drive to Tamar Drive.
______________________________________________ Dated:_____________________ Jerryl Soriano CMC, City Clerk, City of Desert Hot Springs I, the undersigned, am the City Manager of City of Desert Hot Springs, hereby certify that of the foregoing Notice of Completion; I have read said Notice of Completion and know the contents thereof; the same is true to the best of my knowledge. I declare under penalty of perjury that the foregoing is true and correct. ________________________________________________ Dated: ____________________ Doria Wilms, City Manager
Item Number: 12.