Hanford City Council
March 17, 2026

PROJECT NAME / REPORT TYPE

APPENDIX D – CITY DOCUMENT REVIEW
7 2 References
City of Hanford. Hanford 2035 General Plan. 2017. Accessed June 14, 2025. https://www.cityofhanfordca.com/DocumentCenter/View/383/2035-General-Plan-Policy-Document-PDF City of Hanford. Parks and Recreation Master Plan 2020. Accessed June 14, 2025. https://www.cityofhanfordca.com/DocumentCenter/View/745/2020-Hanford-Parks-Master-Plan-PDF

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Appendix E
Community Engagement Results
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Community Engagement
Community outreach was a key step in the development process of the UFMP to understand and amplify the voices of Hanford’s community. Kicking off in spring 2025, residents and businesses were engaged in outreach efforts that included the following activities and educational materials:
▪ An online, tree-related community survey (69 responses total) ▪ Tabling at community events including one Easter egg hunt event and two Thursday Night markets in Civic Park with educational posters describing tree benefits, desired future tree planting locations, tree ordinance information, and a QR code linking to the tree survey. ▪ Hanford’s UFMP webpage ( https://www.cityofhanfordca.com/1594/Urban-Forest-Management-Plan), detailing project updates, public meeting and UFMP review notifications, and other community resources.
▪ Social media outreach through the City of Hanford channels (Instagram, Facebook, and NextDoor). ▪ An Urban Forest Informational Open House hosted in November 2025 to inform attendees on the status of Urban Forest Management Plan, tree inventory and canopy cover analysis results, and to gather general feedback on the recommended updates to the Trees and Sh rubs Ordinance and Hanford’s UFMP Strategic Plan (XX attendees).
▪ A Working Group made up of various local organizations and community members who helped craft the vision statement, and guiding principles for the Strategic Plan (3 meetings, 12 members)

Summary of Stakeholder Input
Online Surveys
An online survey was created to identify the public’s perception and understanding of the City’s trees, and to offer a space for public feedback on the City’s Trees and Shrubs Ordinance (Ch 12.12). The 22-question survey was open between April 1, 2025 and July 31, 2025, and was distributed through various City social media outlets, local newspapers, and Thursday Night markets. The survey had a total of 69 respondents, which is a fairly low level of participation. Of the combined 69 respondents, XX% live in Hanford, XX% work in Hanford, and 8% go to school in Hanford (Table C-1). Table C-2 highlights other relevant survey respondent demographics, and how they compare to City data from the US Census Bureau. The survey responses only reflect the opinions of small porion of Hanford’s residents. During the implementation phase of the UFMP, it will be important to continue to outreach to City residents to ensure that diverse prospectives are heard and valued. The full survey response results can be found at the end of this Appendix.

Table C-1. Percentage of Survey Respondents Who Live, Work, or go to School in Hanford
Response Percent of Respondents
Live in Hanford 84%
Work in Hanford 36%
Go to school in Hanford 7%
Source: Hanford UFMP Community Survey 2025
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Table C-2. Demographics of Survey Respondents Compared to Demographics of the City of Hanford
Category Demographics of Survey Respondents
U.S. Census Demographics of
City of Hanford 202 3
Age 65 or older 19% 65 or older 13%
Age Between 18 and 65 77% Between 18 and 65 58%
Age Under 18 3% Under 18 29%
Housing Status Homeowner 70% Homeowner 62%
Education Bachelor’s degree or
higher
52% Bachelor’s degree or
higher
24%
Source: U.S Census Bureau 2023
Survey Results Limitations and Need for Ongoing Community Engagement The community survey conducted as part of this UFMP process offers a glimpse into how residents perceive and engage with Hanford’s urban forest and related ordinances. It’s important to acknowledge that the number of respondents (69) was a small fraction of the City’s total population of 60,000 people. This means the survey doesn’t reflect a statistically representative cross-section of the community. Instead, it likely reflects the views of individuals who are already interested or invested in urban forestry issues. Their feedback, while not comprehensive, is still valuable as it highlights the concerns and priorities of engaged residents who too k the time to share their thoughts.

Rather than drawing broad conclusions, the survey results can be used to identify recurring themes and areas of interest. These included concerns about tree maintenance responsibilities, desires for more trees and shade in public spaces, and interest in educational resources for tree care . Such patterns can help guide future outreach and planning efforts, especially when paired with other data sources like canopy coverage maps or neighborhood demographics.

Ultimately, the survey serves as a starting point. It underscores the need for ongoing and deeper engagement using more inclusive outreach strategies to ensure that future efforts reflect the diversity of Hanford’s residents and their viewpoints. At the same time, it provides a foundation of community input that can inform early steps in urban forest planning and help shape conversations moving forward.

Urban Forest In-Person Public Engagement
Dudek tabled at three separate in-person events including an Easter Egg Hunt in Civic Park on April 18, 2025, and two Thursday Night Markets in Civic Park on May 1, 2025 and June 12, 2025. The Project Team had a table with information on poster boards that introduced residents and other attendees to the UFMP and the City’s Trees and Shr ubs Ordinance, encouraged participation in the online community survey, asked which areas around the City could use more trees, asked what people’s favorite benefit was from trees, and created a venue for residents to voice their opinions and perceptions about the City’s urban forest. The combined attendance from the three in -person outreach is estimated to be over 100 individuals who stopped by the tables and/or participated in one of the poster board activities. The poster board responses were digitized and are detailed in Table C-3 and Figures C-1a-c.

Table C-3. Urban Forest Engagement Responses to Poster 1 – What Do You Love Most About Trees?
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Poster 1: What Do You Love
Most About Trees?
04/18/25
Easter Egg
Event
05-01-2025
Thursday
Night Market
06-12-2025
Thursday
Night Market
Total
Votes
% of all
Votes
Cleaner Air 8 4 14 26 32%
Shade 11 1 9 21 26%
Energy Savings 3 0 4 7 9%
Beauty 2 1 6 9 11%
Wildlife Habitat 2 0 2 4 5%
Food 1 0 2 3 4%
Healthier Communities 1 2 4 7 9%
Stormwater Mitigation 0 1 3 4 5%
Connecting with Neighbors 0 0 1 1 1%
Total Votes 82

Table C-4. Urban Forest Engagement Responses to Poster 2 – Where do We Need More Trees?
Poster 2: Where Do We Need
More Trees?
04/18/25
Easter Egg
Event
05-01-2025
Thursday
Night Market
06-12-2025
Thursday
Night Market
Total
Votes
% of all
Votes
Parks 5 1 10 16 22%
Schools 12 1 2 15 20%
Parking Lots 5 0 5 10 14%
Sidewalks 6 0 4 10 14%
Front and Back Yards 5 0 3 8 11%
Transit Stops 4 0 1 5 7%
Apartment Communities 0 0 6 6 8%
Retail Areas 3 0 1 4 5%
Total Votes 74

Figures C-1a – c. Poster Boards and Table at the In-Person Community Engagement Events

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Urban Forest Open House (To be completed after open house event)

Working Group
The consultant team formed a working group of various community stakeholders (Table C-5) that met three times during the plan development process. The three meetings provided an opportunity for the consultant team to relay key findings to the working group, get feedback on the draft plan, and discuss and prioritize strategies and actions for addressing current issues and achieving Hanford’s future urban forestry goals . The result was the creation of the UFMP’s vision statement, guiding principles, and the strategic, implementation and monitoring plans.

Table C-5. Hanford’s Working Group Participants
Participant Organization/Affiliation
Bradley Albert City of Hanford
Brian Johnson City of Hanford
Kevin Cullinen Dudek
Kanami Otani Dudek
Joe Castaneda Hanford Parks and Recreation Commission
Victor Rosa Hanford Joint Union High School District
Daniel Pierotte Hanford Elementary School District
Todd Barlow Kings County Office of Education
Jeff Garner Kings County Action Organization
Marilyn Castaneda King’s Partnership
Carson DeBlieck Resident
Greg Mendonsa Urban Tree Foundation

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CITY OF HANFORD –UFMP SURVEY RESULTS 08 -05 -202 5 (6 9 TOTAL

RESPONDENTS)

1. Does your neighborhood have planted street trees (street trees- any tree that is planted in the public right- of-way near and along the roadways which shade sidewalks and grow over the road)? Feelings on Planted City Trees Category:

Number of survey
respondents who
selected this
option
Percentage of
respondents who
selected this option
out of total
participants
Yes, and I support having them. 32 46%
No, but I wish we did. 33 48%
Yes, but I wish we didn't. 1 1%
No and I prefer not having them 1 1%
Did not answer question 2 3%

49%
44%
2% 2% 3%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Yes, and I support
having them.

No, but I wish we did. Yes, but I wish we
didn't.

No and I prefer not
having them
Did not answer
question

1. Percentage of respondents with and without planted street trees 126 of 201

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2. Where would you like to see more trees planted in Hanford? Where respondents would like trees planted category (full description):

Number of survey
respondents who
selected this
option:

Percentage of
respondents who
selected this option
out of total
participants
Sidewalks and streets 35 51%
Parks 33 48%
Parking Lots 29 42%
Biking and walking paths 29 42%
Neighborhoods 26 38%
Schools 12 17%
Shopping Districts 11 16%
New developments 9 13%
Residential Properties 5 7%
Apartment Communities 3 4%
Other - Lower Income Communities 1 1%
Other - Playgrounds 1 1%
I would NOT like to see more trees in Hanford 0 0%
Did not answer question 0 0%

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CITY OF HANFORD TREE ORDINANCE SURVEY RESULTS 8/4/2025
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3. Where should the City of Hanford plant more trees?

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4. Rank the City’s management of trees in Hanford from highest priority (number 1) to lowest priority (number 7).

Preferences for City Priorities in UFMP (full description):

Number of survey
respondents who
selected the following
UFMP Prioritization
category as #1 choice:

Percentage of
respondents who
selected this option
out of total
participants
Plant native trees that enhance native pollinators and
wildlife habitats 20 29%
Increase the number of trees planted each year. 15 22% Better maintain and preserve existing trees. 13 19%
Prioritize planting drought tolerant and low-maintenance species 5 7%
Diversify the urban forest by planting uncommon tree
species 3 4%
Provide opportunities and educational resources for
community members relating to trees 2 3%
Reduce the risk of invasive pests and diseases. 1 1%
Did not answer question 4 6%

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5. Which of the following activities would you be willing to participate in? Activities that respondents would do Category (full
description):

Number of survey
respondents who
selected this option:

Percentage of
respondents who
selected this option
out of total
participants
Plant a tree on your private property. 43 62%
Attend a tree education workshop (in person or virtual). 35 51% Volunteer or help organize a community tree planting event. 34 49% Help the City promote the Urban Forest program through
community outreach and social media 28 41%
Volunteer to provide basic tree care in your neighborhood (watering and weeding). 15 22%
I am not interested in helping to support the City's urban forest program. 5 7%
Other (please specify below) 3 4%
Did not answer question 2 3%

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6. What factors would make you more inclined to plant a tree on your property? Factors that would make respondents more inclined to
plant a tree on their property Category (full description):

Number of survey
respondents who
selected this option:

Percentage of
respondents who
selected this option
out of total
participants
A list of tree species suggestions that are climate
appropriate and do no damage infrastructure 41 59%
Information on how to properly plant, water, and maintain a tree. 30 43%
Assistance with cost to water, maintain, and trim trees. 26 38% Pruning assistance to reduce risk of damage by falling
branches. 25 36%
I am not inclined to plant a tree on my property. 3 4% Other (please specify) 6 9%
Did not answer question 4 6%

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7. It typically costs under $10 a year to water a newly planted tree. Does this information make it more likely that you would plant a tree on your property?
Feelings on Planted City Trees Category (full description):

Number of survey
respondents who
selected this option
Percentage of
respondents who
selected this option
out of total
participants
Yes. 29 42%
Yes, and I would plant a tree even if the cost was higher 19 28% Only if the City provided an incentive such as a rebate program 6 9%
No, the cost is prohibitive 1 1%
No, the watering cost isn't prohibitive, but the cost of continual maintenance is. 9 13%
Other (please specify) 4 6%
Did not answer question 1 1%

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8. Please select your level of agreement with the following statement: “I think Hanford effectively protects its trees.”
Level of agreement on statement: "Hanford effectively
protects its trees" Category:

Number of survey
respondents who
selected this option
Percentage of
respondents who
selected this option
out of total
participants
Strongly agree 1 1%
Agree 19 28%
Neutral 26 38%
Disagree 16 23%
Strongly disagree 7 10%
Did not answer question 0 0%

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9. Before taking this survey, I was aware that Hanford has an ordinance that provides protections and regulations for the City’s street trees.

Awareness that the City of Hanford has an ordinance that provides protections and regulations for the City's trees? Number of survey
respondents who
selected this option
Percentage of
respondents who
selected this option
out of total
participants
Yes 27 39%
No 41 59%
Did not answer question 1 1%

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10. Before taking this survey, I was aware that property owners who have a public street tree or shrub in front of their property are responsible for watering, pruning, maintaining, and replacing those public street trees and are liable for all damages and/or injuries caused by their failure to maintain those street trees and shrubs.

Awareness of the tree maintenance and replacement
responsibilities placed on property owners who have a
public street tree adjacent to their property by the City's Tree and Shrubs ordinance?
Number of survey
respondents who
selected this option
Percentage of
respondents who
selected this option
out of total
participants
Yes 33 48%
No 35 51%
Did not answer question 1 1%

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11. Who do you think should be responsible for maintaining public street trees? Who participants think should be responsible for
maintaining public street trees (full description):

Number of survey
respondents who
selected this option
Percentage of
respondents who
selected this option
out of total
participants
Shared responsibility between the City and adjacent
property owner 41 59%
The City only 25 36%
The adjacent property owner only 3 4%
Did not answer question 0 0%

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12. I understand who to contact at the City if a street tree adjacent to my property is damaging a sidewalk, driveway, etc.?
Understanding of who to contact at the City for tree-related infrastructure damage issues.

Number of survey
respondents who
selected this option
Percentage of
respondents who
selected this option
out of total
participants
Yes 17 25%
No 49 71%
Did not answer question 3 4%

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13. I understand when a permit is needed to work on public street trees and Heritage trees.

Level of agreement with the sentence: "I understand when a permit is needed to work on public street trees and Heritage trees."
Number of survey
respondents who
selected this option
Percentage of
respondents who
selected this option
out of total
participants
Strongly agree 7 10%
Agree 8 12%
Neutral 16 23%
Disagree 24 35%
Strongly disagree 13 19%
Did not answer question 1 1%

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14. I understand the penalties for removing a public street tree or Heritage tree.

Level of agreement with the sentence: "I understand the penalties for removing a public street tree or Heritage tree in Hanford"
Number of survey
respondents who
selected this option
Percentage of
respondents who
selected this option
out of total
participants
Strongly agree 8 12%
Agree 10 14%
Neutral 12 17%
Disagree 24 35%
Strongly disagree 14 20%
Did not answer question 1 1%

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15. I think the current Street Trees and Shrubs Ordinance is effective at protecting public street trees.

Level of agreement with the statement: "I think the current Street Trees and Shrubs Ordinance is effective at
protecting public street trees"
Number of survey
respondents who
selected this option
Percentage of
respondents who
selected this option
out of total
participants
Strongly agree 1 1%
Agree 6 9%
Neutral 47 68%
Disagree 6 9%
Strongly disagree 8 12%
Did not answer question 1 1%

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16. Have you had experience applying for a permit to remove or replace a public street tree or Heritage tree?
Level of experience with applying for a tree
removal permit.

Number of survey
respondents who
selected this option
Percentage of
respondents who
selected this option
out of total
participants
No, and I don't want to. 44 64%
No, but I know about the process. 20 29%
Yes, and it was a good experience. 3 4%
Yes, and it was a bad experience. 1 1%
Did not answer question 1 1%

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17. Do you live or work or go to school in the City of Hanford? Do you live, work, and/or go to school in City of
Hanford Category:

Number of survey
respondents who
selected this option
Percentage of
respondents who
selected this option
out of total
participants
Live 58 84%
Work 25 36%
Go to school 5 7%
None of the above 9 13%
Did not answer question 0 0%

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18. Which best describes your current housing situation? Current housing situation Category:

Number of survey
respondents who
selected this option
Percentage of
respondents who
selected this option
out of total
participants
Homeowner 48 70%
Renter 13 19%
Child of homeowner 5 7%
Child of renter 1 1%
Did not answer question 2 3%

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19. What neighborhood do you live in?
Neighborhood
Number of survey
respondents who
selected this option
Percentage of
respondents who
selected this option
out of total
participants
Stonecrest 6 9%
10th 5 7%
Area 4 6%
Fargo 4 6%
Park 3 4%
School 3 4%
Grangeville 3 4%
Windgate 2 3%
Flowers 2 3%
Monroe 2 3%
East 2 3%
Hartley 2 3%
Copper 2 3%
Valley 2 3%
9th 1 1%
Woodside 1 1%
Hannahdale 1 1%
Vineyard 1 1%
Ave. 1 1%
Silver 1 1%
Oaks 1 1%
Short 1 1%
Acres 1 1%
Semas 1 1%
Elementary 1 1%
Salem 1 1%
Drive 1 1%
Riveroaks 1 1%
Apts 1 1%
Pinecastle 1 1%
Pine 1 1%
Castle 1 1%
North 1 1%
campus 1 1%
High 1 1%
Mission 1 1%
Housing 1 1%
Authority 1 1%
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Kings 1 1%
County 1 1%
Lincoln 1 1%
Elementary. 1 1%
Hoover 1 1%
Short 1 1%
Acres 1 1%
Semas 1 1%
Elementary 1 1%
Salem 1 1%
drive 1 1%
Riveroaks 1 1%
Apts 1 1%
Pinecastle 1 1%
Pine 1 1%
Castle 1 1%
North 1 1%
Campus 1 1%
High 1 1%
Mission 1 1%
Housing 1 1%
Authority 1 1%
Kings 1 1%
County 1 1%
Lincoln 1 1%
Elementary. 1 1%
Hoover 1 1%
Woods 1 1%
Did not answer 15 22%

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20. Which of the following age groups are you a part of? Age Category:

Number of survey
respondents who
selected this option
Percentage of
respondents who
selected this option
out of total
participants
Under 18 2 2.9%
18-24 0 0.0%
25-34 15 21.7%
35-44 19 27.5%
45-54 13 18.8%
55-64 7 10.1%
65+ 13 18.8%
Did not answer question 0 0%

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21. What is the highest level of education you have attained? Highest level of education Category:

Number of survey
respondents who
selected this option
Percentage of
respondents who
selected this option
out of total
participants
Graduate 13 19%
Bachelor 23 33%
Associates 23 33%
Some college but no degree 7 10%
High school diploma 2 3%
No high school diploma 1 1%
Did not answer question 13 19%

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22. How did you hear about this survey?
Where did participant hear about survey Category:

Number of survey
respondents who
selected this option
Percentage of
respondents who
selected this option
out of total
participants
Social Media 46 67%
Thursday Night Market 11 16%
Other Public Event 3 4%
Email 5 7%
Local Newspaper 0 0%
Friends or Family 0 0%
Other - Member of the Parks and Recreation
Commission 1 1%
Other - Repetitive conflicts with code enforcement
leading to a Parks and Rec Meeting 1 1%
Other - UFMP Zoom meeting 1 1%
Did not answer question 1 1%

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Appendix F – Self-Assessment Monitoring Plan
Appendix F
Hanford Vibrant Cities Lab Self-Assessment Monitoring Plan

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Appendix F – Self-Assessment Monitoring Plan
Community Assessment and Goal -Setting Tool
The Community Assessment and Goal- Setting Tool was created by the Vibrant Cities Lab to provide a quantifiable method for a city to track it’s progress towards a sustainable urban forest. Vibrant Cities Lab is a collaboration of partners which includes the United States Forest Service, American Forests, and the National Association of Regional Councils, and serves as an online hub of urban forest and tree research, best practices, and planning tools ( https://old.vibrantcitieslab.com/assessment/). The Assessment and Goal -Setting Tool is based on research of urban forest sustainability and establishes criteria and indicators to measure urban forest sustainability. The tool is used as an assessment to define the City’s current state of a specific a rea of urban forest sustainability. The user decides what the City’s current state of the metric is and then sets where the goal metric should be. Each metric is assigned a point value, and the City is assigned a “Total Current Score” and a “Gap Score”, or how far off the current state is from the desired goal. A city that has a gap score between 20 to 40 is not far from achieving the goals of its urban forest program. Conversely, gap scores of 40+ indicates that a City is still implementing programs and policies to close the gap and develop a sustainable urban forest.

Hanford’s assessment was conducted on August 6 2025, by City staff and the consultant team. Table M -1 provides the results from the first assessment, which set the baseline for the City’s “Total Current Score” at its pre-UFMP metrics. Staff used Vibrant Cities Lab’s rating descriptions to determine Hanford’s status (prior to the UFMP process) for the vari ous categories and then chose the goals they want to achieve in each category to determine the gap between the two ratings.

Based on this first assessment, the City has a current rating of 19, with a gap score of 72. The City’s UFMP monitoring plan should be based around the Vibrant Cities Lab Community Assessment and Goal Setting Tool and be retaken each year to track, measure , and highlight progress. The assessment can also be used to demonstrate successes and justify additional funding asks to City Council.

Table M-1. Tree Canopy Goal Assessment Summary (Mid-UFMP) Category Current Rating Goal Rating Gap
Canopy cover The existing canopy is
50%-75% of desired. 1
The existing canopy is >75%-
100% of desired – at individual
neighborhood level as well as
overall municipality.
4 3
Inventory
Complete or sample-based
inventory of publicly owned
trees.
1 Inventory guides planning,
management decisions. 2 1
Assessment
Methodology
The existing canopy is
50%-75% of
desired+B3:B4.
3 Complete, detailed, and
spatially explicit, high-resolution
Urban Tree Canopy (UTC)
assessment based on
enhanced data (such as LIDAR)
– accompanied by
comprehensive set of goals by
land use and other parameters;
all utilized effectively to drive
urban forest and green
infrastructure policy and
4 1
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Appendix F – Self-Assessment Monitoring Plan
Table M-1. Tree Canopy Goal Assessment Summary (Mid-UFMP) Category Current Rating Goal Rating Gap
practice municipality-wide and
at neighborhood or smaller
management level.

Publicly owned trees
Complete tree inventory
that includes detailed tree
condition ratings.
2 Complete GIS tree inventory
that includes detailed tree
condition and risk ratings.
4 2
Publicly owned natural
areas
Identified only in natural
area survey. 1
Ecological structure and
function of all natural areas
assessed and documented.
3 2
Private property trees
Aerial, point-based
assessment – capturing
extent and location.
1 Bottom-up sample-based
assessment, as well as basic
aerial view
4 3
Relative performance
index by species
Half of the six most
common species have
higher RPI scores than the
average of all species in
community. (>1.)
2 All of the six most common
species have higher RPI scores
than the average of all species
in the community
4 2
Use of native
vegetation
Voluntary use of native
species on publicly and
privately owned lands;
invasive species are
recognized.
1 Native species are widely used
on a project-appropriate basis
in all areas; invasive species
are proactively managed for
eradication to the full extent
possible.
4 2
Align municipal
departments
Municipal
departments/agencies
take actions impacting
urban forest with no cross-
departmental coordination
or consideration of the
urban forest resource.
-1
Municipal policy implemented
by formal interdepartmental/
interagency working teams on
all municipal projects.
4 5
Engage residents in
planning and
implementation
Some neighborhood
groups engaged across the
community but no minimal
outreach to assure
underserved
neighborhoods participate
effectively.
1 Proactive outreach and
coordination efforts by
municipality and NGO partners
resulting in widespread citizen
involvement and structured
engagement among diverse
neighborhood groups.
4 3
Environmental equity
Planting and outreach
includes attention to low
canopy neighborhoods or
areas.
1 Equitable planting and outreach
at the neighborhood level is
guided by strong resident
involvement in low canopy/high
need areas. Residents
participate actively in
identifying needs for their
neighborhoods, planning,
implementation and monitoring
4 3
Trees acknowledged as
vital community
resource
Trees generally recognized
as important and
beneficial.
1 Urban forest recognized as vital
to the community’s 4 3
152 of 201

Appendix F – Self-Assessment Monitoring Plan
Table M-1. Tree Canopy Goal Assessment Summary (Mid-UFMP) Category Current Rating Goal Rating Gap
environmental, social, and
economic well-being.

Engage large private
landowners and
institutions
Large private landholders
are generally uninformed
about urban forest issues
and opportunities
-1
Municipality educates
landowners, provides technical
assistance, sets goals and
provides incentives for
managing resources in
accordance with plan
1 2
All utilities work with
municipality, employ
best management
practices
Utilities take actions
impacting urban forest
with no municipal
coordination
1 Utilities are included in informal
municipal teams that
communicate regularly and
collaborate on a project-specific
basis.
3 2
Green industry
embraces goals, high
standards
Little or no cooperation
among segments of green
industry or awareness of
municipality-wide urban
forest goals and
objectives.
-1
Specific collaborate
arrangements across segments
of green industry in support of
municipality-wide goals and
objectives.
2 3
Develop urban forest
management plan
New or recent urban forest
and green infrastructure
management plan which
targets public tree planting
sites, protection and
maintenance based on
assessment of anticipated
benefits ranging from
stormwater to heat island
mitigation, public
health, etc.
3 New or recent urban forest and
green infrastructure
management plan which
targets public and private tree
planting and protection based
on assessment of anticipated
benefits - and assures these
benefits are distributed
equitably among
neighborhoods.
4 1
Cooperative planning
with other
municipalities
Municipalities have no
interaction with each other
or the broader region. No
regional planning or
coordination on urban
forestry.
-1
Some urban forest planning
and cooperation across
municipalities and regional
agencies.
2 3
Forestry plan integrated
into other municipal
plans
Urban forestry plan
mentions how it could
meet other municipal
objectives or inform other
planning efforts.
-1
Once completed, urban forestry
planning team works with other
agencies to align current and
future objectives.
2 3
Urban forestry program
capacity
Lack of staff training
and/or access to adequate
equipment limits
effectiveness.
1 Team has capacity and will in
the future work to achieve all
goals of the urban forest
management plan, to maintain
the resource over time, and
adapt management as
circumstances change.
4 3
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Appendix F – Self-Assessment Monitoring Plan
Table M-1. Tree Canopy Goal Assessment Summary (Mid-UFMP) Category Current Rating Goal Rating Gap
Municipality-wide urban
forestry funding
Ad hoc funding for
emergency; reactive
management.
1 Sustained, long-term funding
from multiple municipal,
regional, and/or state agencies,
along with private sources to
implement a comprehensive
urban forest management plan
and provide for maintenance
and adaptive management as
circumstances change.
4 3
Growing site suitability
Appropriate tree species
are considered in site
selection
1 All trees planted in sites with
adequate soil quality and
quantity, and with sufficient
growing space and overall site
conditions to achieve their
genetic potential and thus
provide maximum ecosystem
services. Where growing
conditions are poor, guidance
provided on how to improve soil
volume, quality, other factors.
4 3
Tree establishment and
maintenance
Some tree planting and
establishment occurs, but
with limited overall
municipality-wide planning
and post-planting care.
-1
Comprehensive tree
establishment plan provides
concrete guidance on most of
the following criteria: site
selection, size, age class,
diversity of species, native plant
choice, planting protocols, and
young tree care.
4 5
Management of
publicly owned natural
areas
Only reactive management
to facilitate public use, e.g.
hazard abatement, trail
maintenance.
1 Management plan in place for
each publicly owned natural
area to facilitate appropriate
public use.
2 1
Policies that foster
good urban forestry on
private lands
No tree protection
ordinance, or one that's
weak and rarely enforced.
-1
Policies regarding stormwater,
site and subdivision planning,
zoning and other issues that
affect private forests are
included in management plan.
2 3
Tree protection policy
and enforcement
Policies in place to protect
public trees and employ
industry best management
practices, but rare or
inconsistent enforcement/
1 Integrated municipality-wide
policies and practices to protect
public and private trees,
consistently enforced and with
penalties sufficient to deter
violations.
4 3
Monitoring
Monitoring is infrequent
and reactive to reported
changes in tree health, site
condition.
1 Monitoring on a regular basis
with rotating schedule for each
area. Monitors are
professionals or volunteers
trained to collect specific data
required by municipality. Multi-
2 1
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Appendix F – Self-Assessment Monitoring Plan
Table M-1. Tree Canopy Goal Assessment Summary (Mid-UFMP) Category Current Rating Goal Rating Gap
year data available for trend
analyses
Tree risk management
Citizens and city staff
report tree safety issues to
the forestry department or
manager (e.g., 3-1-1
system, online form, etc.).

System tracks the time
between damage report
and mitigation action.
1 Includes "better" but with TRAQ-
qualified contractors on city
projects. Educate tree care
companies and public about
importance of TRAQ
qualifications.
4 3
Urban wood and green
waste utilization
While most green waste
does not go to landfill,
uses are limited to chips or
mulch.
1 The majority of green waste is
reused or recycled - for energy,
products, and other purposes
beyond chips or mulch.
2 1
Total Current Score 19 Total Goal Rating 91
Total Gap Score 72

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APPENDIX G – POTENTIAL RESOURCES

Appendix G
Potential Resources

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APPENDIX G – POTENTIAL RESOURCES

Potential Resources
Funding Sources
The City of Hanford (City of Hanford) needs to increase their annually allocated urban forestry budget to meet their urban forestry goals . Currently, the urban forestry budget is funded through a combination of Landscape Assessment Districts (LAD), the General Fund, and grant funding as it is available and awarded.

Funding strategies may include incurring fees throughout urban forestry operations, pursuing various grant funding sources, collaborative funding through partnership s with internal departments , and identifying community resources that may be interested in participating in urban forestry efforts.

Fees, Assessments, and Taxes
Voter approved fees, assessment, or tax measures can be one method to generate the additional revenue needed for the care of the urban forest. The level of funding required varies with the selected strategy.

Details regarding potential methods are found in Table G-1.

Table G-1. Fees, Assessments, Taxes
Mechanism Description
Parcel Tax*
A parcel tax is a special tax levied for the provision of special benefits. Revenues from special taxes must be used for the specific purpose for which they are intended, so a parcel tax would create a dedicated funding stream for street trees.

Similar to a special assessment, a parcel tax cannot be based on the value of property; however, the amount levied on each parcel need not be directly related to the benefits provided (ILG 2008). Cities have the flexibility to levy parcel taxes as they see fit, but they are typically based on lot square footage or levied as a flat tax, with the same amount per parcel (CTD 2012a). Parcel taxes are designed to encompass entire cities and therefore, are good candidates for a citywide street tree program, as opposed to the district-level approach that often occurs under special assessments.

General
Obligation
Bonds*
Local governments commonly use General Obligation (GO) bonds to fund construction and improvement of projects involving real property (e.g., buildings, infrastructure, and parks). GO bonds typically carry low interest rates, making them attractive for capital projects, which may include tree planting. However, funding is available for discrete projects, often over a limited time rather than an extended period. In addition, ongoing maintenance is ineligible for GO bond funding pursuant to federal tax law. California cities pay debt service from GO bonds through ad valorem property taxes, where assessments are based on property value. As a result, the issuance of GO bonds requires two-thirds voter approval (State Treasurer 2008).

Community
Benefit Districts*
Community Benefit Districts (CBDs) are used to finance neighborhood revitalization, commonly in commercial areas. Special benefits typically include public safety, economic development, beautification, and streetscape improvements. Formation of a CBD requires property owners to petition the appropriate local agency and demonstrate an interest in paying for additional services. A non-profit Board of Directors typically comprised of property owners, businesses, and government representatives administers a CBD. While CBDs may include street tree planting and maintenance, this is rarely the focus.

The City of Hanford is currently modifying their Landscape Assessment Districts to Community Benefit Districts.
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APPENDIX G – POTENTIAL RESOURCES

Annexation of
Existing
Neighborhoods to
Community
Facilities Districts
Currently State law requires a 2/3 majority support on the ballots returned to form a new maintenance district or to annex property into an existing maintenance district under Mello-Roos law. This approach creates a new special tax to be levied, with revenue collected being limited to the specific neighborhood and for the specific services noted at time of formation or annexation. Funds would be protected specifically for the street trees or park trees within the boundary of the CFD annexation.

Enhanced
Infrastructure
Financing
Districts (EIFD)
A certain geographic boundary of the City would be established as an EIFD, where a portion of the tax increment could be designated for urban forest maintenance along with other services benefitting the district. Recognizing the argument that healthy, well maintained urban forests of streetscapes, parks and greenways increase property values, allocating a portion of tax increment could be one consideration as a funding strategy.

Permit Fees and Violation Penalties
The City of Hanford requires a tree removal permit to be filed for trees on public land, including the utility right-of-way. However, the parameters of the Street Trees and Shrubs Ordinance (Chapter 12.12) is not widely known among community members, resulting in trees being removed on public land without being replaced with new trees. As the Ordinance is updated, associating a cost with tree removal permit administration may help incur costs for the urban forestry program. Updating the Ordinance to include enforceable parameters and penalties for violation may be a strategy to recover funds to repopulate the urban forest when the Ordinance is violated.

In-Lieu Fee Fund
When a tree is removed and there is no viable vacant site on the property of the removal, an in-lieu fee fund can be created. Private property owners that are unable to plant a replacement tree can contribute to an in-lieu fund. Once funds are in the in-lieu fund, fees should be allocated towards the urban forestry program to distribute new tree planting in public areas with low canopy cover. This funding can be used to plant new trees in the ‘right tree, right place’, on public land, decreasing costs for the City while providing a pathway for residents to contribute to the urban forestry program when their property does not allow for a mitigation tree. The in-lieu fee should be seen as a last resort and on -site verification to confirm that an appropriate planting site is not available is a protective measure the City can use so the in-lieu fee is used as intended.

Grant Opportunities
State and Federal entities such as the US Forest Service, Environmental Protection Agency, California Natural Resources Agency, and CalFire may fund urban forestry efforts as part of their projects. Topics for funding typically include stormwater managemen t, green infrastructure, urban greening, green schools, environmental education, urban and community forestry, wood innovation, workforce development, and youth engagement, among others. Public funding sources often target disadvantaged communities based on state or federal assessment tools. The City of Hanford is identified as such through tools such as CalEnviroScreen 4.0 and the DAC Mapping Tool by the Department of Water Resources, meaning the City is a target for state and federal grant programs and is likely to be competitive for funding. 158 of 201

APPENDIX G – POTENTIAL RESOURCES

Exploring partnerships with regional entities and other community -based organizations for grant projects where urban forestry efforts are an eligible expense is one strategy to increase competitiveness and may reduce the administrative burden placed on the City should a grant be awarded.

As of 2025, the availability of future federal and state grant programs is uncertain, and grant funding should not be seen as a replacement to allocated funding for an urban forestry program. Table G-2 details various grant programs which have historically been funded and align with urban forestry efforts. Some of the opportunities listed in Table G-2 are not available at the time of UFMP development but were included due to uncertainty of these funds being reinstated.

Table G-2. Federal or State Grant Funding
Funding Program Agency Description
Proposition 4 Governor’s
Office of
California
In November 2024, voters approved Proposition 4, a $10 billion bond measure focused on increasing the state’s resilience to the impacts of climate change. The Governor has proposed a multiyear spending plan to implement the bond, including appropriations totaling $2.7 billion in 2025‑26. Funding will likely be allocated through other State agencies like CAL FIRE and will go to programs that address wildfire and forest resilience, extreme heat mitigation, and biodiversity and nature-based solutions, among others.

Urban and
Community
Forestry Grants
CAL FIRE Funding available for tree planting, tree inventories, urban wood and biomass utilization, blighted urban lands improvements, urban forest planning, and green schoolyards to advance the goals and objectives of supporting healthy urban forests and reducing greenhouse gas emissions. The City’s existing grant funding for the UFMP comes from this grant program.

Green
Schoolyards
Grant
CAL FIRE One of the grants under the CAL FIRE Urban and Community Forestry Grant program that is specifically targeted towards improving tree canopy on school facilities.

Active
Transportation
California
Department of
Transportation
This program provides funding to encourage increased use of active modes of transportation, such as biking and walking. Trees and other vegetation are significant components of several eligible projects under the Active Transportation Program, including parks, trails, and safe routes to schools. Disadvantaged Communities are guaranteed a minimum of 25% of the entire program’s funding.

Sustainable
Transportation
Planning Grants
Caltrans This program has $34.8 million annually in grant funds and is meant to help communities implement Regional Transportation Plans (RTP).

It encourages sustainable communities strategies to achieve California’s GHG reduction targets of 40% by 2030 and 80% by 2050 (compared to 1990). Projects must have a transportation nexus and align with state goals for sustainability and climate resilience.

Community
Wildfire Defense
Grants
US Forest
Service
The Bipartisan Infrastructure Law authorizes the $1 billion, five- year CWDG Program funding. This program funds the
development or revision of Community Wildfire Protection Plans (CWPP) and to implement projects described in a Community Wildfire Protection Plan that are less than ten years old. The program prioritizes at-risk communities:
- In an area identified as having high or very high wildfire hazard potential,
- Are low income,
- Have been impacted by a severe disaster that affects the risk of wildfire.
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APPENDIX G – POTENTIAL RESOURCES

Due to a lack of wildfire urban interface/intermix areas identified in Hanford, the City may not be competitive for a CWDG grant.

However, CWPPs may create a pathway for future funding and should be explored with the Fire Department.

Wood
Innovations,
Community
Wood, and Wood
Products
Infrastructure
Assistance
US Forest
Service
Grant funding will support proposals that increase demand and create new and innovative uses for sustainably sourced wood.

Funded proposals include converting heating systems in schools to sustainable biomass boilers, installing cutting-edge equipment in sawmills and processing facilities to increase efficiency, supporting innovative housing using mass timber, and more.

Urban Wood
Reuse
CAL FIRE CAL FIRE has a grant assistance program that awards funding for Cities and non-profit organizations to develop an urban wood reuse program. Example projects include providing lumber and other wood products to local makers and artisans, generating funding to support operations and contributing to local economic
development.

Environmental
Enhancement
and Mitigation
California
Natural
Resources
Agency
This program was created by California Streets and Highways Code Section 164.56 (Article XIX, Section 1, of the State Constitution), which authorizes the legislature to allocate up to $7 million each fiscal year from the Highway Users Tax Account (Motor Vehicle Revenues, Section 2100) for environmental enhancement and mitigation projects that are directly or indirectly related to the environmental impact of modifying existing transportation facilities or for the design, construction, or expansion of new transportation facilities. The applicant entity is not required to be a transportation- or highway-related organization, and partnerships are encouraged. Urban forestry projects designed to offset vehicular emissions of carbon dioxide are eligible.

Urban and
Community
Forest
Sustainability
Standard
Sustainable
Forestry
Institute (SFI)
This grant program is being modified new guidelines are planned to be released. The prior grant funding allowed a city to benchmark their urban and community forest against the new SFI urban and community forestry sustainability standard.

Affordable
Housing and
Sustainable
Communities
(AHSC)
California
Strategic
Growth Council
Urban Greening is a threshold requirement for all AHSC funded projects. Eligible urban greening projects include, but are not limited to, rainwater recycling, flow and filtration systems including rain gardens, stormwater planters and filters, vegetated swales, bioretention basins, infiltration trenches and integration with riparian buffers, shade trees, community gardens, parks and open space.

Extreme Heat
and Community
Resilience
Program (EHCRP)
California
Governor’s
Office of Land
Use and
Climate
Innovation
Reduce the impacts of extreme heat. Maintenance and watering for nature-based solutions and any staff training necessary to ensure landscapes are maintained to achieve desired outcomes. is an eligible activity for this grant program. Parking space, asphalt, and/or other impervious and/or low albedo surface removal with trees or shade replacement is an eligible activity.

Partnerships
Municipal Partnerships
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APPENDIX G – POTENTIAL RESOURCES

Cities are often siloed in their operational practices. However, some cities take the initiative to identify departments addressing similar issues and explore if a partnership can be developed to most effectively use public resources. Collaborating with st reets departments to cost share on repairing tree and infrastructure conflicts is one method. Other examples include hosting water-wise events in partnership with water providers, to educate the community on how to properly water trees and conserve water, cross marketing opportunities such as rebate or tree give away programs to reduce water use, and working with Fire Departments on tree maintenance education to reduce risk.

Community Resources
National community-based organizations such as American Forests, the Arbor Day Foundation, the National Wildlife Federation, and regional groups such as the California Urban Forests Council and California ReLeaf, at times, invest in programs to assist in urban forestry efforts. These organizations have hosted programs that give residents free trees to plant on their private property. Increasing canopy cover on private property is a continued challenge for many public entities, and public funding sources do not fund private property enhancements. These partnerships help to fill that gap and provide free urban forestry resources, education, and trees for private property.

Volunteer tree planting events are a popular activity among communities. Groups like Kiwanis, Rotary Clubs, beautification groups, and school and religious groups have historically supported volunteer efforts including tree planting and providing urban forestry education, canvassing for adopt-a-tree programs, and may be interested in collaboration as the City explores the community’s appetite for urban forestry advocacy.

When trees and infrastructure conflict, a public tree or a private tree may be causing damage to potentially both public and private infrastructure. Although cities continuously address and mitigate these issues, the time from the initial inquiry to repair may be lengthy and cumbersome. Some residents may be interested in prioritizing the repair of the infrastructure in front of their home, with a desire to provide funding for prioritization. In these cases, some cities have obliged to this request and shar e the repair cost with residents. Although this will increase the administrative burden on staff, cost-sharing may be an appealing method for the City, as the cost is supplemented, and resident satisfaction increases.

Table G-2. Potential Partnerships to Enhance Urban Forestry Community
Partner Examples Potential Collaboration
Volunteer Groups Hanford Rotary
Club, Boy and
Girl Scouts of
America, high
school Key
clubs,
educational
institutions,
religious
groups
Rotary clubs and other service-based organizations are known to donate volunteer time for urban forestry efforts such as volunteer tree planting. Some organizations identify an annual priority and these groups have historical prioritization of urban forestry efforts.

Health care
providers and
facilities
Tree Campus
Healthcare |
Arbor Day
Foundation
National recognition program through the Arbor Day Foundation to celebrate healthcare facilities using trees as a tool for community wellness.
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APPENDIX G – POTENTIAL RESOURCES

Fee for Service
Groups
The Corps
Network, Kings
County Parks
Youth
Conservation
Corps
Workforce development or youth job training organizations may offer a lower fee-for-service for tree planting, watering, or concrete removal efforts. Partnering with these groups in a grant application also supports workforce and economic development goals and may increase competitiveness of proposals.

Adventist Health
Central Valley
Community
Partnership
Adventist
Health Group
Sponsorships ranging from $100 to $1,000 based on availability of funds and alignment with Adventist Health mission and values.

Corporate
Sponsorships
Costco
Wholesale,
Target, Inc.,
Del Monte
Foods Inc.,
Keller Ford,
Walmart
Supercenter,
etc.

For-profit businesses may be interested in sponsoring tree planting or Arbor Day events in a variety of ways including providing employees as volunteers, donating refreshments for volunteers, or providing tree planting or watering costs in exchange for a marketing opportunity. Reaching out to these corporations with local locations or offices through either city outreach or through a non-profit partnership (and a donation letter) may encourage sponsorship.

Identify/join
potential
partnership with
community
foundations to
seek funding
Central Valley
Community
Foundation

Central Valley
Joint Venture
Conserving
Bird Habitat
The Central Valley Community Foundation is the only nationally accredited community foundation serving Merced, Mariposa, Madera, Fresno, Tulare and Kings counties. The organization offers donors innovative and flexible charitable tools and help maximize the impact of their giving.

Focus on conserving bird habitat. Access to funding to support restoration activities on private land. Staff is available to help identify appropriate conservation projects and associated funding sources.

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Appendix H
Arboric
ulture Bes
t Management Practices
▪ H1 - Nursery
Stock Standards
▪ H2 - Tree
Spacing Guidelines for Residential Yar
ds and City St
reets
▪ H3 - Tree
Planting Guidelines
▪ H4 - Tree
Staking Guidelines
▪ H5 – Tree Wat
ering Guidelines
▪ H6 - Youn
g Tree Pruning Gui
delines
▪ H7 - Matur
e Tree Pruning Gui
delines
▪ H8 - Tree Risk
Assessment Qualification (TRAQ)
▪ H9 - Trees
and High Wind
▪ H10 - Matur
e Tree Prot
ection During Construct
ion Gui
delines
▪ H11 - Tree
Care for Wildlife and Migratory Bird Treaty Act
▪ H12 - Tree
Replacement to Expand Canopy Cover

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Appendix H1
Nursery Stock Standards
164 of 201

Introduction
The qu
ality of nu
rsery st
ock ha
s la
sting ef
fects on tr
ee lo
ngevity, hi
ghlighting th
e
importance of nu
rsery stock in
spection an
d se
lection. Th
is ap
pendix visually displays th
e
nursery selection IS
A BM
Ps an
d pr
ovides explanations on wh
y th
is pr
actice is im
portant for tr
ee
longevity.

Table H-1. Nursery Stock Characteristics
Ch
aracteristic Re
asoning Relation to Lo
ngevity
Root ball Inspect root ball to ensure
roots are white in color.

Healthy roots are necessary for tree roots to
efficiently absorb water and nutrients and provide
the entire tree with resources for tree growth and
health.

Reject stock that have roots
with a sour smell.

Remove girdling roots at the
time of planting or reject
stock.

Girdling roots restrict the tree’s water and nutrient
flow from roots to the rest of the tree reducing
growth and health.

Ensure structural roots are
horizontal and reach the root
ball periphery.

Trees with horizontal roots and balanced root
structure enable the roots to access larger soil areas
which may contain more nutrients and water to
provide to the tree.

Branching
structure
Look for specimens with a
strong, central leader, branch
aspect ratio less than 1/3rd of
the trunk for each primary
branch, with even branch
distribution both radially and
vertically.

Trees with optimal structure will have less defects to
correct as the tree establishes into landscape. When
trees are pruned or corrected for defects at the time
of planting, trees need resources to
compartmentalize the wound and heal. By avoiding
these defects, trees will be able to establish without
a need for greater resources including water.

Quality of stock Trees should be healthy and
vigorous with no signs of
drought stress, die-back, pest
or disease, and no signs of
mechanical injury.

Healthy trees with no signs of stress establish into
the landscape more readily.
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Root Correction for
Container Grown Trees
Accept
Roots radiate from trunk and reach each side of root ball without deflecting down or around.

Root collar

Remove excess
soil. Do not cover
root collar.

Bottom-Up View

Absorbing
Roots

Structural
Roots

Example 1 Example 2
Reject
Structural roots primarily grow
to one side or tangent to trunk.

Remove girdling root
growing over or under
a structural root. Cut here

Structural roots do
not reach periphery.

Structural roots circle
and do not radiate
from the trunk.

Scenario 2

Scenario 1 Scenario 3

URBAN TREE FOUNDATION ADAPTED BY DUDEK
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Nursery Stock Selection
Accept

URBAN TREE FOUNDATION ADAPTED BY DUDEK

Accept

One central leader
(No codominant leaders)
Aspect ratio of B:A less than 0.66 as measured 1"
above the top of the branch union

B A

Aspect ratio is
less than 0.66.
1”
Branch
union A B
1”
Branch
union

Reject
Multiple leaders
(Several co-dominant
leaders)
Reject
Aspect ratio of B:A greater than or equal to 0.66 as measured 1" above the top of the branch union.

Aspect ratio is
greater than 0.66.

B A
1”

Branch
union
B

NOTE: 1. Nursery stock with significant mechanical injury, serious root defects, and trees that show signs of dehydration are to be rejected. 2. Aspect ratio shall be less than 0.66 on all branch unions.

Aspect ratio is the diameter of branch (B) divided by the diameter of the trunk (A) as measured 1" above the top of the branch union. 3. Any tree not meeting the crown observations detail may be rejected.

A
B
1”
Branch
union
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Appendix H2
Tr
ee Spacing Guidelines for
Residential Yards and City Streets
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Spacing Guidelines for
Residential Yard Trees
Spacing requirements
by tree size
Large 45’ tall and higher
30’ 16’
15’
15’
10’
12’ to 15’ 8’ to 10’
Medium 25’ to 45’ Small Up to 25’
Source: Sacramento Tree Foundation
If you plant more than
one tree, make sure they
are sited far enough
apart to allow full growth
of both trees. Trees
should be placed 12 to
30 feet apart depending
on their ultimate size
Knowing the type of soil, water needs, and eventual size of the tree will help you select the best tree for your yard.

Fence
12’ - 30’
Foundation
Plant at least 8 feet
from sidewalks and
driveways, 15 feet
from home founda-
tions and swimming
pools, and 6 feet
from fences.
15’
15’
10’ 10’ 10’
8’
6’
6’
6’ 6’ 6’
Spacing from
other trees
Spacing from
building foundations
Spacing from sidewalks.
curbs and driveways
Spacing from limbs to
overhead wires
Spacing from trunk at maturity
to in-ground electrical lines
Spacing from trunk at maturity
to in-ground gas lines
Deciduous trees (trees that lose their
leaves) will help cool your home in
the summer and allow the sun to
warm it in the winter.

Planting the right tree on the South,
West, and East side of your home
allows trees to shade your home and
lower energy costs.

Residence is
shaded from the
harsh summer
sun.

Site your tree
where the
tree can grow
to its full size.

EW
N
S
BEFORE

YOU DIG
CALL 811
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Large
45’ tall and higher
15’
15’
12’ to 15’
10’
6’
6’ 4’
Spacing Guidelines for Street Trees
30’ 16’
10’
8’ to 10’
Medium
25’ to 45’
Small
Up to 25’
15’
15’
10’
6’
Spacing from
other trees
Spacing from
building foundations
Spacing from sidewalks,
curbs and driveways
Spacing from
sides of median
All trees
Streetlights
20 ft. from
trunk at
maturity
Fire Hydrant
10 ft. from
trunk at
maturity
Spacing from limbs
to overhead wires
Spacing from trunk at
maturity to in-ground
electrical lines
Spacing from trunk
at maturity to
in-ground gas lines
3’
10’
8’
6’
6’
6’
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Appendix H3
Tree Pla
nting Guide
lines
171 of 201

Introduction
Tree est
ablishment an
d lon
g-term surv
ival can be im
pacted grea
tly by the ac
tions ta
ken du
ring pla
nting,
such as th
e wid
th an
d dept
h of th
e plan
ting hole, placi
ng th
e tree at the righ
t de
pth, an
d prop
er sta
king.

Refer to this app
endix cov
ers tree planting details an
d use th
e appendix for tree spa
cing guidelines to
minimize fu
ture in
frastructure con
flicts. Th
e ta
ble below prov
ide expl
anations on wh
y th
ese pra
ctices are
impo
rtant for tree
longevity.

Table H-2. Tree Planting Characteristics
Ch
aracteristic Re
asoning Relation to Lo
ngevity
Planting depth Planting a tree too deep or too
shallow will inhibit the tree’s
establishment and growth.

If planted too shallow, tree roots will not have
soil to establish in, decreasing the water and
nutrients available to the tree overall.

Planting a tree too deeply, may cause roots to
suffocate and cause root rot.

Water at planting Ensure newly planted trees
receives 15 gallons of water,
applied slowly upon planting.

Watering a tree after planting reduces
transplant shock experienced by the tree and
its roots, helping establishment.

Staking at planting Trees that lean at the time of
planting should be staked with
one, two, or three stakes and
supported by flexible ties. Each
stake and tie shall allow
movement of the tree trunk to
develop trunk taper.

Leaning trees can be corrected to grow
vertically with the support of stakes and ties.

Trees that grow with a lean into maturity can
potentially cause conflicts with pedestrian or
vehicle paths of travel.

Tying stakes to a tree too tightly will prevent
movement of the tree, slowing the growth of
the trunk and inhibiting establishment of a
strong root system that can support the tree
during high wind events.

Plant early in the
planting season
Plant trees in winter months
while rain events are likely and
high heat events are less
frequent.

Planting new trees in winter months will allow
the tree to take advantage of rain events and
limited heat stress. Providing water to newly
planted trees through the planting season
when not naturally occurring, assist the tree
in the early phases of establishment.
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Tree Planting
and Mulching
Planting hole shall be dug
no deeper than the root ball
and root collar is to be 1 to 2
inches above finished grade.

Round-topped soil berm 4
inches high by 8 inches wide
above root ball surface shall be
constructed around the root ball.

Berm shall be built 6 to 12
inches outside of root ball. 2” to 3” layer of mulch.

Ensure root
collar is visable
Prior to mulching, lightly
tamp soil around the root
ball (do not over compact).

After backfilling, slowly water
to saturate the root ball.

Root ball width
Planting hole 2-3 times width of root ball
Loose soil. Dig and
turn the soil to reduce
compaction.

Keep mulch 4 to 6 inches
away from trunk.

Finished grade

URBAN TREE FOUNDATION

ADAPTED BY DUDEK
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Appendix H4
Tree Stak
ing Gu
idelines
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Tree Staking
Care Guidelines

Install two stakes outside of
the root ball.

Remove nursery stake.

Stake location shall not
interfere with permanent
branches.

Tree stakes should be
firmly secured vertically
in the soil 2 feet deep.

URBAN TREE FOUNDATION

ADAPTED BY DUDEK
Place non-abrasive tree ties
in the middle to lower portion
of the tree to allow 3-4” of
tree sway in each direction.

Nail tree ties to stake.

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Appendix H5
Tree Wa
tering Guide
lines
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Appendix H6
Young Tree Pruning Guide
lines
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Pruning to Improve Young Tree Structure

1 Remove 2 Select central leader and 3 Select lowest 4 Select scaffold 5 Select low temporary broken branches. remove competing leaders. permanent branch. branches. branches. Cut back and leave as temporary.

1 Broken
branch

BEFORE PRUNING

2 Central
leader

WHAT TO PRUNE

Competing
leader

AFTER PRUNING

4 Scaffold
branch

5 Temporary branch

3 Lowest
permanent
branch

NOTE: 1. At the time of planting, limit pruning to removal of broken, dead, or diseased branches only.

2. Young Tree Structural Pruning is to occur only after trees establish and resume normal growth rates following planting.

Structural Pruning: A Guide for the Green Industry
URBAN TREE FOUNDATION | ADAPTED BY DUDEK
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Appendix H7
Mature Tr
ee Pruning Gu
idelines
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Tree Pruning
Central
Leader
Suckers
2 1
3 4
5 6
7 8
Limbs that compete with the
tree’s central leader.

Rubbing, crossing branches.

Inadequate spacing between
branches.

Awkward unattractive
branches.

Watersprouts that shoot up
from main “scaffold” branches.

Dead, diseased, or broken
limbs.

Limbs that sag or grow close
to the ground.

Suckers that grow from the
roots or base of the trunk.
1 2
3 4
5 6
7 8
Healthy Pruning Cuts
1 2
3 On the bottom of the limb between
6 and 12 inches from the trunk; cut
about one-quarter of the way through.

Through the limb from
the top, starting about
1 inch beyond the first
cut. The weight of the
branch may cause it
to snap off before the
cut is complete.

Cut completely through the short
remaining stub from top to bottom
just beyond the swollen branch collar.

Support the stub while sawing to
make a clean cut.
1 2
3 How to Make a Pruning Cut
To prune a tree limb larger than 2
inches in diameter cleanly and safely,
as shown in the image above, use a
pruning saw and make these three
sequential cuts:
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Appendix H8
Tree Risk Management

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Introduction
The International Society of Arboriculture (ISA) developed a specialized Tree Risk Assessment Qualification (TRAQ), training arborists to effectively assess tree risk using a systematic and documented process. TRAQ arborists are equipped to systematically assess tree health, structural integrity, likelihood of tree failure, time frame in which failure may occur, likelihood of impact to target (e.g., people, home, car), and severity of impact should it occur. TRAQ arborists are trained to consider solutions to mitigate tree risk prior to considering removal as a recommendation.

Tree risk management begins with the tree owner establishing an acceptable level of risk (ISA 2017) and identifying the appropriate level of assessment to determine the risk of individual trees. Three levels of risk assessment exist in the ISA TRAQ program which vary in detail and equipment used to complete the assessment: level 1 limited visual assessment, level 2 basic assessment, and level 3 advanced assessment (shown in the table below). Municipalities often utilize all levels of assessment throughout the City to balance risk assessment programs with responsible use of public funds. A level 1 assessment is often used to first identify trees that are high risk. Once high-risk trees or areas of concern are identified, a level 2 assessment occurs for indivi dual trees and mitigation follows, A level 3 assessment is typically reserved for trees of significance, protected trees, or large mature trees that provide value to the community with costly replacement. Effective risk management depends on tree risk assessments being conducted on a regular basis, occurring every 3-5 years as tree risk conditions may develop as trees continue to mature.

By utilizing these three assessment levels, the City can manage tree risk prior to failure and retain trees where risk can be mitigated.

Table N-1. ISA Tree Risk Assessment Levels
Risk Assessment
Level Description
Level 1 ‘Windshield’ survey to identify high risk trees while driving or walking. Only major defects or concerns are observed and recorded.

Level 2
360-degree observation of the crown, limbs, and trunk.

Determination of targets (homes, people, cars) that may be impacted by tree or limb failure.

Level of damage to the target should impact occur.

Level 3 Advanced assessments of the roots, stem, or crown.

Analyze internal aspects of trees using sophisticated tools and technology.

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Appendix H9
Trees and High Wind
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Introduction
Minimizing wind related damage from trees is a priority for the City. The table below exhibits tree characteristics and management practices that influence tree risk in high wind areas. Findings are based on arboricultural best management practices and wind and tree management research studies. However, it should be noted that in extreme weather events, many tree failures are unexpected and happen to healthy trees.

Table O-1. Findings For Tree Care in High Wind Areas
Findings Considerations
Damage to roots from construction can
impact a tree's structural stability for
decades following.

Susceptibility to windstorms may warrant more stringent protection criteria such as larger Tree Protection Zones (TPZs) than other municipalities.

Certain pruning methods of branches and
roots can have detrimental effects on a tree’s
structural integrity.

Pruning methods such as topping and lion tailing should be prohibited. Pruning trees to establish structurally
sound trees with proper trunk and branch taper decrease risk of failure in high wind areas. Exercise caution and consider long term impacts when root pruning on the
windward side of a tree.

Most trees fall in the same direction as the
prevailing winds during the storm.

Use data from past storms to analyze potential targets at risk based on historic wind direction.

Each species of tree has specific traits such
as root vigor, wood composition, and branch
structure.

Use the species list, observations from past storms, and online resources to discern which species are suitable to plant in areas vulnerable to high winds.

Source: Gilman, Ed (2015). Storm Damage Prevention: Lessons Learned. Web. Accessed March 2024. International Society of Arboriculture (2017). Tree Risk Assessment, Second Edition.

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Appendix H10
Mature Tree Protection During Construction Guidelines
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Introduction
Construction for development, maintenance, and renovation can pose threats to tree survivability in numerous ways. Threats include injury to roots, trunks, and branches; soil compaction; soil contamination; and improper pruning. Including an arborist in the planning stages of construction helps avoid damage when trees intersect with the built environment. Arborists identify which trees will be retained or removed, create site-specific tree protection protocols, and establish areas where replacement trees will be planted.

Pleasanton’s Municipal Code (§17.16.070) provides guidelines for the mandatory tree protections during construction. Further detail for tree protection requirements may have significant benefits on the urban forest, as described below:

1. Tree Protection Zones: A Tree Protection Zone (TPZ) is an area surrounding a tree and its critical root zone where no grading, excavation, construction activity, equipment storing, or vehicle parking is to occur. The purpose of the TPZ is to protect all parts of the tree, both above and below ground.

The size of TPZ ranges between tree owners; however, research suggests that a TPZ should be at least 1.5 feet (18 inches) wide per every inch of diameter at standard height (DSH), and 18:1 ratio. (Day et al. 2010). A successful TPZ is surrounded by signed fencing that reads “Keep Out: Tree Protection Zone.”

2. Reducing Compaction: When soil is compacted, water and oxygen available to tree roots is limited, leading to detrimental issues for a tree. In construction areas, compaction occurs purposefully through mechanical compaction or incidentally through the passage of vehicles and construction equipment over soil containing a tree’s roots.

3. Minimizing Effects of Grade Changes: The optimal zone for root growth is within the first 12 inches of soil depth. Any change in grade within a tree’s rooting zone will likely cause negative impacts for tree health. The degree to which these impacts affect the tree depends on the age of the tree, species, prior stressors, and environmental factors.

4. Inspection: Trees impacted during construction, maintenance, or renovations, should be monitored for decline annually by an ISA Certified Arborist for the first 5 years after construction. Monitoring should include photographs, annual reports, and mitigation techniques if necessary.

References:

Day, Susan, Wiseman, Phillip & Dickinson, Sarah & Harris, J. (2010). Contemporary Concepts of Root System Architecture of Urban Trees. Arboriculture and Urban Forestry. 36. 10.48044/jauf.2010.020. https://www.researchgate.net/publication/265246704_Contemporary_Concepts_of_Root_System_Architecture _of_Urban_Trees
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Tree Protection
Guidelines for
Construction

KEEP OUT
Tree Protection Zone
(contact info)
No vehicles, construction
equipment, material, debris, paint
or paint products, pallets,
chemicals, contaminated water or
other foreign material shall be
allowed to be placed, poured,
piled, pushed, or stored within the
Tree Protection Zone of any tree.

Laminated sign
with contact info.

Tree protection zone extends 1’ beyond drip line.

Drip Line

URBAN TREE FOUNDATION

ADAPTED BY DUDEK
6 ft
Drip line
A substantial construction fence,
such as a non-movable chain link
fence, must be placed around the
Tree Protection Zone of each
Protected Tree.

Tree protections shall be in
place prior to any
construction equipment or
materials being on site.

Fencing shall remain in
place until construction
equipment, materials, and
debris have been removed
from the site and approval
from the City Landscape
Architect has been given
for removal.
1’ 1’
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Appendix H11
Tree Care for Wildlife and the Migr
atory Bird Tr
eaty Act

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Introduction
Tree care professionals need to be aware of their impact on wildlife because their activities can directly or indirectly harm animals. Direct harm includes injuring or killing wildlife or removing nests with eggs or young. Indirect harm involves actions like removing vegetation that protects nests from weather or predators. Understanding these impacts helps arborists balance their work with wildlife care, ensuring they minimize harm while maintaining and creating habitats. This awareness is crucial for preserving urban biodiversity and supporting species that depend on specific tree structures, like dead branches.

Migratory Bird Treaty Act
The Migratory Bird Treaty Act of 1918 (MBTA) (16 U.S.C. 703-712) plays a significant role in tree care by protecting migratory birds from harm during tree care activities. Here are some key points:

Protection of Birds: The MBTA makes it illegal to harm, kill, or disturb migratory birds, their nests, or their eggs without a permit. This includes both direct harm (e.g., cutting down a tree with an active nest) and indirect harm (e.g., removing vegetation that protects a nest).

Industry Standards: Tree care professionals must follow best practices to comply with the MBTA. This includes conducting pre-work inspections to identify and avoid disturbing active nests.

Minimizing Impact: The MBTA encourages arborists to adopt methods that minimize the impact on bird habitats. This can involve timing tree care activities to avoid nesting seasons (birds in California generally nest between February and August) and using techniques that reduce the risk of disturbing birds.

Legal Implications: Violating the MBTA can result in significant fines and penalties. Therefore, municipalities and tree care companies must be diligent in their practices to avoid unintentional harm to migratory birds.

By adhering to the MBTA, tree care professionals can help protect bird populations and contribute to the conservation of biodiversity in urban environments.

Minimizing Impacts to Wildlife During Tree Care:

Tree care work varies in its risk to wildlife, and proper preparation and on -site actions can reduce these impacts. Best management practices for minimizing impacts for wildlife are organized into the following categories:

Training:

Ensuring tree care workers are aware of wildlife and can involve trained professionals when needed.

Training levels range from basic awareness to Wildlife Trained Arborists to Wildlife Biologist with specialized knowledge in wildlife protection and habitat assessment.

Project Preparation:

Assessing the breeding season and habitat value of a site to categorize the work and minimize impacts.

This involves desktop reviews and site visits to understand potential wildlife presence. In California, nesting season for birds is generally from February through August. For standalone projects involving trees, work 190 of 201

should be done outside of these nesting season months if possible. For municipalities that need to prune thousands of trees each year, it is usually not possible to conduct pruning and removal activities only during the non-nesting season months, so measures should be implemented to minimize impacts to birds and other wildlife.

Tree care work can be roughly divided into three categories, based on the level of expertise and caution required to mitigate impacts to wildlife:

Low Habitat Value High Habitat Value Sensitive Habitat
Non-breeding Season Category 1 Category 2 Category 3
Breeding Season Category 2 Category 3 Category 3

Summary of Categories for Minimizing Impacts to Wildlife:
• Category 1: Low value habitat during the non-breeding season. Nesting wildlife are least likely to be encountered. A pre -work inspection by a tree care worker with awareness training is recommended.
• Category 2:
o Low value habitat during the breeding season, where nesting wildlife are more likely to be encountered.
o High value habitat during the non-breeding season, where valuable habitats are more likely to be encountered.
o A pre-work inspection by a Wildlife Trained Arborist is recommended. • Category 3:
o High value habitat during the breeding season or sensitive habitat at any time of the year, where nesting wildlife and valuable habitats are more likely to be encountered. o Best practice is to contact a Wildlife Biologist for direction. Companies with a programmatic approach may use a well-trained arborist to minimize impacts. o The Wildlife Biologist will provide recommendations on how the project can proceed, which may include timing or methodological changes. Permits from regulatory agencies may be required for work in sensitive areas.

Note: Wildlife can nest year -round in any habitat, so the assessed category may change during fieldwork. Signs of wildlife encountered during fieldwork may require further expertise.

Fieldwork:

Practices should be implemented based on the project’s category to protect wildlife during tree care activities. Staff with the appropriate training should conduct the pre-work inspection as mentioned above.

If active nests are found that may be impacted by the tree work, the Wildlife Biologist should delay the work 191 of 201

until the young no longer depend on the nest and work can safely proceed. In some cases the Wildlife Biologist may be able to suggest alternative methods to use near the nest, which are discussed below.

Considerations for Work Performed Near Active Bird Nests:

Special guidelines for working near nests to avoid disturbing breeding wildlife include:
▪ The duration of the work to be completed
▪ The tools being used
▪ The species involved
▪ The distance of the work to the active nest
▪ The status of the nest (e.g. eggs present, parent incubating, young unable to fly, mature nestlings close to fledging),
▪ The location specifics (e.g. urban vs. rural)
▪ The environmental conditions (temperature and wind)
Many nests require sufficient cover to provide protection from the elements and disguise from predators so vegetation removal should be minimized around nests . Additionally, a no-activity buffer, or an area in which no work should occur, should be established around the nest where possible.

Emergencies:

Wildlife emergencies during tree work involve situations where wildlife are injured, orphaned, or in danger, or where nests are abandoned or disturbed. The priority is to avoid these emergencies, but appropriate responses are crucial when they occur:
• Contacting Wildlife Rehabilitators : If wildlife are injured or abandoned, contact a local wildlife rehabilitator. Provide detailed information about the situation and species involved. The rehabilitator will guide the next steps, which may include doing nothing to allow parents to return or safely transporting the wildlife.
• Continuing Work: After a wildlife emergency, consult a Wildlife Biologist before resuming work. If no emergencies occur and no nesting wildlife are observed, continue working while remaining vigilant. Contact a Wildlife Trained Arborist or Wildlife Biologist if unsure how to proceed. • Human Health and Safety Emergencies: These involve immediate risks to human health or safety.

A Wildlife Biologist can help coordinate permission to remove active nests with the US Fish and Wildlife Service and other agencies. In extreme situations, action may be taken before permission is received, but this should be a last resort.

These guidelines help ensure that tree care activities are conducted responsibly, minimizing harm to wildlife while addressing emergencies effectively.

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Municipalities and contractors can adopt a programmatic approach to consistently apply these practices across multiple sites. The goal is to balance tree care with wildlife protection, ensuring minimal harm while maintaining habitat value.

References:

U.S. Fish And Wildlife Service. “Migratory Bird Treaty Act of 1918.” Accessed October 9, 2024. https://www.fws.gov/law/migratory-bird-treaty-act-1918
Basset, Corey; Donohue, Kara; Gilpin, Ryan. 2022. Tree Care for Wildlife Best Management Practices with Western Chapter ISA Appendices . https://treecareforbirds.com/wp-content/uploads/2022/04/ Tree-Care-for-Wildlife-BMPs-4.13.22-2.pdf
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Appendix H12
Tree Re
placement to Expand Canopy Cover
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TREE REMOVAL AND REPLACEMENT TO

EXPAND CANOPY COVER
Height: 55’+
Example Species:

Coast Live Oak (Quercus agrifolia)
Aleppo Pine (Pinus halpensis)
Engelmann Oak (Quercus engelmanii)
Benefits:

Large trees should be planted wherever
space allows. A large tree provides six
times more shade, stores seven times
as much carbon, and captures five
times more water than a small tree.

Height: 35’ to 55’
Example Species:

Box Elder (Acer negundo)
Jacaranda (Jacaranda mimosifolia)
Australian Willow (Geijera parviflora)
Benefits:

Medium trees strike a balance between
the benefits of larger trees and the
spatial requirements of small trees.

Medium trees are beneficial to have
along parkways and in commercial
space that may not allow large trees.

Height: Under 35’
Example Species:

Toyon (Heteromeles arbutifuloia)
Desert Willow (Chilopsis linearis)
Western Redbud (Cercis occidentalis)
Benefits:

Small trees are best used when a
larger tree may conflict with
surrounding infrastructure such as
powerlines or nearby buildings. Small
trees are also used to fill in gaps in the
landscape and create visual interest.
...REPLACE WITH:

IF YOU REMOVE...

OR
OR
LARGE TREES2X
MEDIUM TREES4X
SMALL TREES6X
LARGE TREES2X
MEDIUM TREES3X
SMALL TREES4X
OR
OR
LARGE TREE1X
MEDIUM TREES2X
SMALL TREES3X
OR
OR
1x Large Tree
1x Medium Tree
1x Small Tree
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APPENDIX I – RECOMMENDED

TREE SPECIES LIST
Appendix I
Hanford Recommended Tree Species List

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APPENDIX I – RECOMMENDED

TREE SPECIES LIST
City of Hanford Tree Species Selection Guide
This Appendix provides more detail one each tree species from the approved tree species list inked above.

The matrix contains 8 attributes for each tree species. The Tree Species Selection Guide table below contains explanations for some attributes found in this appendix.

Table I-1. Tree Species Selection Guide
Attribute Explanation
Tree
size
Height at
maturity
These attributes should be the primary factors considered when finding the right species for a planting location. Before planting a tree, one should consider how large it will grow in the coming decades and choose a species that fits the available space at maturity.

Canopy
spread at
maturity
Trunk
Diameter
Planting
Area
requirement
Water Use Rating As California and the City of Hanford continue to cycle through extended periods of drought and extreme heat, tree species that require low amounts of water are likely to be suitable for the City’s environmental conditions.

Hardscape
Damage Potential
The hardscape damage potential is a metric for a species’ known ability to cause damage to sidewalks, streets, curbs, and gutters.

Pest and Disease
Vulnerability
There are an array of arboreal pests and diseases that affect tree health. Certain pests and diseases can have detrimental affects on certain species trees. Notes about pest and disease susceptibility are included for each species in the tree list.

Species Recommendations
Selecting the appropriate tree species for their designated planting locations can drastically simplify the task of maintaining a sustainable urban forest. Proper attention should be given to making the right species choice because decisions made at this stage have lasting impacts on the health and resiliency of a city’s urban forest. Hanford aims to follow the principles of “right tree, right place” when choosing which type of tree to plant and where to plant it.

The Recommended Tree Species List below has been developed to assist with the tree selection process and should be referenced whenever trees are being planted in the City of Hanford. All species included in this list have been filtered through the following considerations:
▪ Tree canopy. The City of Hanford aims to maintain and grow the Urban Forest. Therefore, trees that provide large, lush canopies must be included in the tree list and planted wherever feasible .

However, some sites don’t have the available space for a large tree to grow. Trees with small- and medium-sized canopies have also been included.
▪ Species diversity helps provide resiliency to pest and pathogen infestations. The tree list has been designed to maximize species options for all of the various site scenarios that exist in Hanford. The 197 of 201

APPENDIX I – RECOMMENDED

TREE SPECIES LIST
City of Hanford intends to maintain species diversity of its inventory such that no one species represents more than 5%, and no one genus comprises more than 10% of the total City inventory population (See species diversity sustainability goals in Section 1.4.2). Because Chinese pistache (Pistacia chinensis) currently makes up over one-third (34%) of the entire City inventory, City staff and residents should prioritize planting alternative species to increase the diversity of the City’s trees.
▪ Physical constraints such as the size of the planting soil area, canopy spread , and nearby powerlines or underground utilities, must be considered when choosing the appropriate species for a given planting site.
▪ Projected suitability and low maintenance costs. Individual trees should not require extraneous maintenance requirements to maximize the urban forest benefits throughout the city. Trees that are well-suited for their site will require less maintenance than trees in unsuitable locations. ▪ Wildlife Habitat. Trees that maximize wildlife habitat should be prioritized. In many cases, such as parks and large planting sites, this includes native trees. It must be noted, however, that native trees that thrive in wildland habitats may not thrive in some adjacent urb an sites where a tree’s access to groundwater may be limited and the soil is generally more acidic, saline, compact, and devoid of symbiotic microorganisms that the tree may benefit from. In such cases, a non -native tree able to provide long-term urban forest benefits may be prioritized. ▪ Aesthetic criteria of the planting . Involve the consideration of species -specific features including fruits, litter, thorns, and seasonal color when selecting tree species.

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APPENDIX I – RECOMMENDED

TREE SPECIES LIST
Table I-2. City of Hanford Recommended Tree Species List

Small Trees: For 2-to-4-foot planter wells
Common Name Botanical Name Tree
Stature
Max.

Mature
Height (ft)
Max.

Canopy
Diameter
(ft)
Hardscape
Damage
Potential
Water
Use
CA
Native
Utility
Friendly
2-4 ft Planter Well
lemon bottlebrush Callistemon citrinus Small 25 15-25 Low Medium ✓ weeping bottlebrush Callistemon viminalis Small 25 15-25 Low Medium ✓ Ray Hartman ceanothus Ceanothus 'Ray Hartman' Small 20 15-20 Low Low ✓ ✓ Mexican redbud Cercis canadensis subsp. mexicana Small 40 15 Low Medium ✓ western redbud Cercis occidentalis Small 25 10-20 Low Medium ✓ ✓ desert willow Chilopsis linearis Small 30 10-20 Low Medium ✓ ✓ smoke tree Cotinus coggygria Small 15 10-20 Low Low ✓ purple hopseed Dodonaea viscose Small 15 10-15 Low Medium ✓ pineapple guava Feijoa sellowiana Small 20 15-20 Low Medium ✓ crape myrtle Lagerstroemia indica Small 25 25 Low Medium ✓ desert museum palo
verde Parkinsonia × 'Desert Museum' Small 20 20-25 Low Medium ✓ ✓ chaste tree Vitex agnus castus Small 25 20-25 Low Medium ✓

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APPENDIX I – RECOMMENDED

TREE SPECIES LIST
Medium Trees: For 4-to-7-foot planter wells or parkways Common Name Botanical Name Tree
Stature
Max.

Mature
Height (ft)
Max.

Canopy
Diameter
(ft)
Hardscape
Damage
Potential
Water
Use
CA
Native
Utility
Friendly
4-7 ft Planter Well or Parkway
strawberry tree Arbutus unedo Medium 35 8-35 Low Low
Kurrajong bottle tree Brachychiton populneus Medium 50 30 Moderate Low bottle tree Brachychiton rupestris Medium 40 20-30 Moderate Medium eastern redbud Cercis canadensis Small 30 25-36 Low Medium ✓ chitalpa Chitalpa tashkentensis Medium 35 30 Low Medium ✓ Chinese fringe tree Chionanthus retusus Small 25 15-20 Low Medium ✓ Australian willow Geijera parviflora Large 60 20 Low Medium Maidenhair tree
(grafted male) Ginkgo biloba Large 50 20-30 Low Medium
Tecate cypress Hesperocyparis forbesii Small 25 20 Moderate Low ✓ ✓ toyon Heteromeles arbutifolia Small 25 8-15 Low Medium ✓ Chinese flame tree Koelreuteria bipinnata Medium 40 20-40 Low Medium golden rain tree Koelreuteria paniculata Medium 35 25-40 Low Medium flowering crab apple Malus floribunda Small 25 46381 Low Medium fruitless olive Olea europaea ‘Wilsonii‘ Small 25 25 Moderate Low ✓ Chinese pistashe grafted
male 'Keith Davey' Pistacia chinensis Medium 40 25-35 Low Low coast live oak Quercus agrifolia Large 70 30-70 High Very Low ✓ Engelmann oak Quercus engelmanii Large 70 75-80 Moderate Low ✓ interior live oak Quercus wislizenii Large 70 40-75 Moderate Medium ✓

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APPENDIX I – RECOMMENDED

TREE SPECIES LIST
Large Trees: For greater than 7-foot planter space, yards, or parks Common Name Botanical Name Tree
Stature
Max.

Mature
Height (ft)
Max.

Canopy
Diameter
(ft)
Hardscape
Damage
Potential
Water
Use
CA
Native
Utility
Friendly
> 7ft Planter Space, Yard, or Park
Illawarra flame tree Brachychiton acerifolius Large 60 30-40 Moderate Low pink flame tree Brachychiton discolor Large 70 30 Moderate Medium floss silk Cebia speciosa Large 60 40-50 Moderate Low
camphor tree Cinnamomum camphora Medium 45 30-45 Moderate Low Canary Island pine Pinus canariensis Large 60 40 Moderate Medium jelecote pine Pinus patula Large 70 20-30 Moderate Medium London plane Platanus x hispanica Large 80 50 High Medium scarlet oak Quercus coccinea Large 60 30-50 Moderate Medium blue oak Quercus douglasii Large 70 40-50 Low Very Low ✓ Hungarian oak Quercus frainetto Large 60 70 Moderate Medium California black oak Quercus kelloggii Large 70 30-50 Moderate Low ✓ valley oak Quercus lobata Large 70 50 Moderate Low ✓
bur oak Quercus macrocarpa Large 80 30 Moderate Medium
Chinquapin oak Quercus muhlenbergia Large 60 50-70 Low Medium Mexican blue oak Quercus oblongifolia Large 60 20-30 Moderate Low pin oak Quercus palustris Large 60 30-40 Moderate Medium netleaf oak Quercus rugosa Large 60 20-40 Moderate Low
cork oak Quercus suber Large 70 70 Moderate Low
island oak Quercus tomentella Medium 50 25-40 Low
southern live oak Quercus virginiana Large 80 60-75 High Medium Chinese elm Ulmus parvifolia Large 60 50-70 Moderate Low

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12.I.

AGENDA

STAFF REPORT

MEETING DATE: 3/17/2026 AGENDA SECTION: CONSENT CALENDAR

SUBJECT:

Authorize the City Manager to execute a five-year agreement with RingCentral in the amount of $25,760.40 annually for City telecommunication services, and approve one-time implementation and support services with Global CTI in the amount of $21,600

RECOMMENDATION:

Recommendation: Staff recommends that City Council, by motion authorize the City Manager to execute a five-year agreement with RingCentral in the amount of $25,760.40 annually for City telecommunication services, and approve one-time implementation and support services with Global CTI in the amount of $21,600

Recommended Motion: I move to authorize the City Manager to execute a five-year agreement with RingCentral in the amount of $25,760.40 annually for City telecommunication services, and approve one-time implementation and support services with Global CTI in the amount of $21,600 BACKGROUND:

The City's current phone system has been in place since 2010 and has served the City reliably.

However, the manufacturer (ShorTel/Mitel) is discontinuing product development and support for the platform. As a result, staff worked with the City's contracted technology integrations vendor, Global CTI, to evaluate replacement options based on features and usability rather than solely on cost.

Business communication platform services evaluated include Mitel, 8x8 and dialpad. The criteria evaluated included reliability, integration options and security and compliance.

Following this evaluation, and due to the features and support offered, RingCentral is recommended as the City's new telecommunications service provider. The City currently utilizes TPx for telephone carrier services; transitioning to RingCentral will replace both the existing ShoreTel/Mitel phone infrastructure and TPx carrier services with a single, unified communications platform. The cloud- based system will improve reliability, support mobile and remote work capabilities, and enhance the City's ability to maintain communications during service disruptions or emergencies.

Staff recommends entering into a five-year agreement with RingCentral for the City's phone system services. The service will replace the City's current telephone carrier and phone system with a single cloud-based communications platform. Pricing for the service is based on the NASPO ValuePoint cooperative purchasing contract (AR2505).

As part of the agreement, RingCentral will provide a service credit equivalent to one month of service

for each year of the contract. Under the proposed five-year agreement, the City will receive five months of service with the credit. This credit will offset the cost of continuing service with TPx during the transition from the ShortTel/Mitel/TPx system to RingCentral.

Staff is also recommending utilizing Global CTI to provide implementation services for the new phone system. Global CTI currently supports the City's existing phone system and was selected due to its familiarity with the City's infrastructure and its established level of support. The company has also invested in specialized training for RingCentral systems.

To reduce implementation costs, the City will continue utilizing existing compatible phone hardware, and all current City phone numbers will remain unchanged. Because the current phones are compatible with the new cloud-based service, no additional hardware purchases are required for this implementation.

Staff believes the proposed transition to RingCentral, along with implementation and support services provided by Global CTI, will provide a modern, reliable communications platform while reducing long- term operating costs for the City.

FISCAL IMPACT:

Transitioning to RingCentral is projected to result in an estimated cost savings of approximately $32,000 over the term of the agreement. Funding will be provided by the Information Technology Fund, an internal service fund. Existing budget is available to support the cost. Utimately, costs will be allocated to all funds based on the number of phones assigned to each department.

ATTACHMENTS:

1. Ring Central Agreement

2. Global CTI SOW

Initial Order Form Page 1 of 2

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INITIAL ORDER FORM

This Initial Order Form is a binding agreement between RingCentral, Inc. (“RingCentral”) and City of Hanford (“Customer” or “You”) (together the “Parties”), for the purchase of the Services, licenses, and products listed herein. This Initial Order Form is subject to and incorporates the terms and conditions of: (i) the separate written agreement, executed by the Parties governing the purchase of the Services described in this Order Form, or (ii) the RingCentral Online Term s of Service available at https://www.ringcentral.com/legal/eulatos.html, if there is no written agreement in place (hereinafter (i) and (ii) referred to as the “Agreement”). Capitalized terms not defined herein shall have the same meanings as set forth in the applicable Agreement between the Parties. Unless agreed by both Parties in writing, any terms or conditions set forth in a Customer-issued purchase order or ordering document shall not apply.

Please note that RingCentral MVP is now RingEX. All references to “RingCentral MVP”, whether in terms of service, advertising or product descriptions, mean “RingEX”.

Customer Service Provider
City of Hanford RingCentral, Inc.
319 N. Douty St.

Hanford, CA 93230
United States

20 Davis Drive
Belmont, CA 94002
United States
Eric Forcey
(559) 585-4746
[email protected]

Service Commitment Period
Start Date: March 20, 2026
Initial Term: 60 Months
Renewal Term: 60 Months
Payment Schedule: Monthly

RingEX Services
Recurring Services
Summary of Service Qty Rate Subtotal
DigitalLine Unlimited Advanced 179 $11.99 $2,146.21
DigitalLine Unlimited Advanced $7.49
Compliance and Administrative Cost Recovery Fee $3.50
e911 Service Fee $1.00
Additional Local Number 1 $0.49 $0.49
Monthly Recurring Services* $2,146.70

Total Initial Amount $2,146.70

*Amounts are exclusive of applicable Taxes, Fees, and Shipping Charges.

Cost Center Billing
For customers with cost center billing, it is the Customer’s responsibility to provide cost center allocation information to RingCentral at least 10 days prior to the issuance of the invoice. After the information is received, it will be reflected on future invoices, but will not be adjusted retroactively on past invoices. If purchasing additional services through the administrative portal, it is the Customer’s

Initial Order Form Page 2 of 2

responsibility to assign cost centers at the time of purchase; otherwise, those services will not be allocated by cost center on the next invoice. Please note that cost center allocation is not available for certain items, such as minute bundles and credit memos. For additional questions, please contact the RingCentral invoice billing team at [email protected].

Free Services Amount
You will receive 11,950.70 US Dollars (the “Free Service Amount”), which will be applied against charges for the recurring Services set forth in this Order Form and any applicable taxes and fees associated with those Services invoiced by RingCentral. The Free Service Amount is non-transferable and non-refundable and will expire upon termination of this Order Form. You will be responsible for paying for any additional services and products ordered, and any applicable associated taxes and fees. .

Customer Reference. Customer may promote their use of RingCentral services and agrees that RingCentral may identify customer as a user of the services. All press releases or quotes regarding Customer’s use of service will be pre-approved by Customer, which consent will not be unreasonably withheld.

Add-on Services. Customer is responsible for reviewing additional terms and conditions that may apply to RingCentral add-on services (where available) and certain Advanced Support Services listed on this order form, and which are available at https://www.ringcentral.com/legal/add-on-services.html.

IN WITNESS WHEREOF, the Parties have executed this Initial Order Form above through their duly authorized representatives.

Customer RingCentral
City of Hanford RingCentral, Inc.

By: \RCsign1\ By:
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Optional="true" Width=”2” Height=”1”/> #>
Name: \RCname1\ Name: Michael Fiocca
Title: \RCtitle1\ Title: Regional Vice President, Public Sector Date: \RCdate1\ Date: \RCdate1\

.

Master Services Agreement Page 1 of 20

MASTER SERVICES AGREEMENT

This Master Services Agreement is effective as of the date of last signature (“Effective Date”) and made between:

City of Hanford (“Customer”) RingCentral, Inc. (“RingCentral’) Address: Address:
319 N. Douty St.

Hanford, CA 93230
20 Davis Drive
Belmont, CA 94002
By: \RCsign1\ By:
<# <Image Select="//Internal_Signature"
Optional="true" Width=”2” Height=”1”/> #>
Name: \RCname1\ Name: Michael Fiocca
Title: \RCtitle1\ Title: Regional Vice President, Public Sector Date: \RCdate1\ Date: \RCdate1\

RingCentral and Customer are together referred to as the “Parties” and each individually as a “Party.”

1. The Master Services Agreement (“Agreement”) consists of the terms and conditions contained herein, and any Service Attachments applicable to Customer’s Services, and any other Attachments agreed by the Parties, are incorporated into and form a part of this Agreement.

Exhibit A – Definitions
Attachment A – RingEX Services
Attachment B – Security Addendum

THE PARTIES AGREE AS FOLLOWS:

2. Ordering and Term
A. Ordering Services. Customer may order the Services set forth in the relevant Attachments, attached hereto, by executing an Order Form in the format provided by RingCentral. Customer must submit the Order Form to RingCentral either in writing or electronically via the Administrative Portal. The Order Form will identify the Services requested by Customer together with: (i) the price for each Service; (ii) scheduled Start Date; (iii) and products rented, licensed, or sold to Customer, if any. An Order Form will become binding when it is executed by the Customer and accepted by RingCentral. RingCentral may accept an Order Form by commencing performance of the requested Services. The Services and invoicing for those Services will begin on the Start Date, as identified in the applicable Order Form or on the day Services are ordered via the Administrative Portal. Customer may purchase additional Services, software, and equipment via the Administrative Portal or by executing additional Order Forms.

B. Equipment. Subject to availability based on brand and Customer location, Customer may purchase or rent equipment from RingCentral for use with the Services. The terms and conditions that govern any such transaction can be found at:
i. Purchase: http://www.ringcentral.com/legal/ringcentral-hardware-terms-conditions.html:
ii. Rental: http://www.ringcentral.com/legal/lease-rental.html, and iii. Device as a Services: https://www.ringcentral.com/legal/daas-agreement.html.

C. Term of this Agreement. The Term of this Agreement will commence on the Effective Date and continue until the last Order Form is terminated or expires, unless terminated earlier in accordance with its terms.

D. Services Term. The Services Term will begin on the Start Date of the initial Order Form and continue for the initial term set forth in the initial Order Form (“Initial Term”). Upon expiration of the Initial Term, unless otherwise set forth in the Order Form, the term recurring Services will automatically renew for successive periods as set forth in the initial Order Form (each a “Renewal Term”) unless either Party gives notice of non-renewal at least thirty (30) days before the expiration of the Initial Term or the then-current Renewal Term. The Term of any recurring Services added to your Account after the initial Order Form is executed

Master Services Agreement Page 2 of 20

will start on the Start Date in the applicable Order Form, will run coterminously with the then -current Term of any preexisting Services unless otherwise extended in the applicable Order Form, and will be invoiced on the same billing cycles as the preexisting Services.

3. Invoicing and Payment
A. Prices and Charges. All prices are identified in US dollars on the Administrative Portal or in the applicable Order Form unless otherwise agreed by the Parties. Additional charges may result if Customer activates additional features, exceeds usage thresholds, or purchases ad ditional Services or equipment. Customer will be liable for all charges resulting from use of the Services on its Account. Unless otherwise agreed between the Parties, recurring charges (such as charges for Digital Lines, product licenses, minute bundles, and equipment rental fees) for the Services begin on the Start Date identified in the Administrative Portal or in the applicable Order Form and will remain in effect for the Initial Term (as described in an Order Form) or, if applicable, the then-current Renewal Term. RingCentral will provide notice of any proposed increase in such charges no later than sixty (60) days before the end of the Initial Term or then-current Renewal Term, and any such increase will be effective on the first day of the next Renewal Term. Administrative Fees that RingCentral is entitled to pass on to its customers as a surcharge pursuant to applicable Law may be increased on thirty (30) days’ written notice. Outbound calling rates will be applied based on the rate in effect at the time of use. Customer may locate the currently effective rates in the Administrative Portal.

B. Invoicing and Payment. Invoices will be issued in accordance with the payment terms set forth in the Order Form. If Customer chooses to pay by credit or debit card, by providing a valid credit or debit card, Customer is expressly authorizing all Services and equipment charges an d fees to be charged to such payment card, including recurring payments billed on a monthly or annual basis. In addition, Customer’s provided credit card shall be used for any in-month purchases of additional services and products, or where Customer has exceeded usage or threshold limits, any overage charges. Unless otherwise stated in the applicable Order Form, recurring charges are invoiced in advance in the frequency set forth in the Order Form, and usage-based and onetime charges are billed monthly in arrears. Customer shall make payment in full, without deduction or set-off, within thirty (30) days of the invoice date. Any payment not made when due may be subject to a late payment fee equivalent to the lesser of (i) one and a half percent (1.5%) per month or (ii) if applicable, the highest rate allowed by Law. In no event may payment b e subject to delays due to Customer internal purchase order process.

C. Taxes. All rates, fees, and charges are exclusive of applicable Taxes, for which Customer is solely responsible. Taxes may vary based on jurisdiction and the Services provided. If any withholding tax is levied on the payments, then Customer must increase the sums paid to RingCentral so that the amount received by RingCentral after the withholding tax is deducted is the full amount RingCentral would have received if no withholding or deduction had been made. If Customer is a tax -exempt entity, tax exemption will take effect upon provision to and validation by RingCentral of certificate of tax exemption.

D. Billing Disputes. If a Customer reasonably and in good faith disputes any portion of RingCentral’s invoice, it must provide written notice to RingCentral within thirty (30) days of the invoice date, identifying the reason for the dispute and the amo unt being disputed. Customer’s dispute as to any portion of the invoice will not excuse Customer’s obligation to timely pay the undisputed portion of the invoice. Upon resolution, Customer must pay any validly invoiced unpaid amounts within thirty (30) days. Any amounts that are found to be in error resulting in an overpayment by the Customer will be applied as a billing credit against future invoices. Customer will be reimbursed any outstanding billing credits at the expiration or termination of this Agreement.

4. Provision of the Service
A. General Terms. RingCentral will provide the Services as described in the relevant Service Attachment. RingCentral may enhance, replace, and/or change the features of the Services, but it will not materially reduce the core features, functions, or security of the Services during the Term without Customer’s consent.

B. Customer Care
i. Customer must provide Helpdesk Support to Customer’s End Users. RingCentral may require Customer’s Helpdesk Support personnel to complete a designated series of training courses on RingCentral’s Services. Such training will be provided to Customer online in English at no cost.
ii. RingCentral will make remote support available to Customer’s Helpdesk Support personnel and/or Account Administrators via the Customer Care call center, which will be available 24/7, to attempt to resolve technical issues with, and answer questions regarding the use of the Services. Unless otherwise agreed by the parties, Customer Care support will be provided in English, and onsite and implementation services are not included in the Customer Care support. iii. Customer may open a case with Customer Care following the process in place at the time. Any individual contacting Customer Care on behalf of Customer must be authorized to do so on behalf of the Account and will be required to follow applicable authentication protocols.

C. Professional Services . RingCentral offers a broad portfolio of professional services that includes onsite and remote implementation services; extended enterprise services including premium technical support; and consulting. Any such services are governed by this Agreement, the Professional Services terms, and any applicable Statement of Work (SOW), which may be attached hereto.

Master Services Agreement Page 3 of 20

D. Managed Services. Customer may purchase Managed Services from RingCentral for use with the Services. The terms and conditions that govern the Managed Services can be found at: https://www.ringcentral.com/legal/managed-services- attachment.html.

E. Subcontracting. RingCentral may provide any of the Services hereunder through any of its Affiliates or subcontractors, provided that RingCentral will bear the same degree of responsibility for acts and omissions for those subcontractors acting on RingCentral’s behalf in the performance of its obligations under this Agreement as it would bear if such acts and omissions were performed by RingCentral directly.

5. Use of the Service
A. Service Requirements. The Services are dependent upon Customer’s maintenance of sufficient Internet access, networks, and power as set forth in RingCentral ’s Technical Sufficiency Criteria, available at https://www.ringcentral.com/legal/policies/technical-sufficiency-criteria.html. RingCentral will not be responsible for any deficiencies in the provision of the Services if Customer’s network does not meet RingCentral’s Technical Sufficiency Criteria.

B. Use Policies. Customer and its End Users may use the Services only in compliance with this Agreement, applicable Law, and the Use Policies referenced below, which are incorporated into and form part of this Agreement. Customer must ensure that its End Users comply with the Use Policies. Any breach of this Section (Use Policies) will be deemed a material breach of this Agreement. RingCentral may update the Use Policies from time to time and will provide notice of material updates to Customer at the email address on file with the Account. All updates will become effective thirty (30) days after such notice to Customer or upon posting for non-material changes. Customer may object to a modification that negatively impacts its use of the Service by sending written notice (“Objection Notice”) to RingCentral within thirty (30) days from the date of the notice of modification. If the Parties cannot reach agreement, then either Party may terminate the affected Services without penalty with thirty (30) days written notice to the other Party.
i. Acceptable Use Policy. The Services must be used in accordance with RingCentral’s Acceptable Use Policy, available at https://www.ringcentral.com/legal/acceptable-use-policy.html. Notwithstanding anything to the contrary in this Agreement, RingCentral may act immediately and without notice to suspend or limit the Services if RingCentral reasonably suspects fraudulent or illegal activity in the Customer’s Account, material breach of the Acceptable Use Policy, or use of the Services that could interfere with the functioning of the RingCentral Network provided such suspension or limitation may only be to the extent reasonably necessary to protect against th e applicable condition, activity, or use. RingCentral will promptly remove the suspension or limitation as soon as the condition, activity or use is resolved and mitigated in full. If Customer anticipates legitimate but unusual activity on its Account, Customer should contact Customer Care in advance to avoid any Service disruption.
ii. Emergency Services. RingCentral’s policy governing the provision of emergency services accessed via the Services is available at https://www.ringcentral.com/legal/emergency-services.html. iii. Numbering Policy. The provision, use, and publication of numbers used in conjunction with the Services are governed by RingCentral’s Numbering Policies, available at https://www.ringcentral.com/legal/policies/numbering-policy.html.

6. Termination
A. Termination for Cause. Either Party may terminate this Agreement and any Services purchased hereunder in whole or part by giving written notice to the other Party: i) if the other Party breaches any material term of this Agreement and fails to cure such breach within thirty (30) days after receipt of such notice; ii) at the written recommendation of a government or regulatory agency following a change in either applicable Law or the Services; or iii) upon the commencement by or against the other Party of insolvency, receivership or bankruptcy proceedings or any other proceedings or an assignment for the benefit of creditors.

B. Effect of Termination. If Customer terminates the Services, a portion of the Services, or this Agreement in its entirety due to RingCentral’s material breach under Section 6(A) (Termination for Cause), Customer will not be liable for any fees or charges for terminated Services for any period subsequent to the effective date of such termination (except those arising from continued usage before the Services are disconnected), and RingCentral will provide Customer a pro -rata refund of any prepaid and unused fees or charges paid by Customer for terminated Services. If this Agreement or any Services are terminated for any reason other than as a result of a material breach by RingCentral or as otherwise permitted pursuant to Section 6(A) or as set forth in Section 14(I) (Regulatory and Legal Changes) the Customer must, to the extent permitted by applicable Law and without limiting any other right or remedy of RingCentral, pay within thirty (30) days of such termination all amounts that have accrued prior to such termination, as well as all sums remaining unpaid for the Services for the remainder of the then-current Term plus related Taxes and fees.

7. Intellectual Property
A. Limited License
i. Subject to, and conditional upon Customer’s compliance with, the terms of this Agreement, RingCentral grants to Customer and its End User, a limited, personal, revocable, non -exclusive, non-transferable (other than as permitted under this Agreement), non-sublicensable license to use any software provided or made available by RingCentral to the Customer as part of the Services ( “Software”) to the extent reasonably required to use the Services as permitted by this Agreement, only for the duration that Customer is entitled to use the Services and subject to the Customer being current on its payment obligations.

Master Services Agreement Page 4 of 20

ii. Customer will not, and will not allow its End Users, to: (a) sublicense, resell, distribute or assign its right under the license granted under this Agreement to any other person or entity; (b) modify, adapt or create derivative works of the Software or any associated documentation; (c) reverse engineer, decompile, decrypt, disassemble or otherwise attempt to derive the source code for the Software; (d) use the Software for infringement analysis, benchmarking, or for any purpose other than as necessary to u se the Services Customer is authorized to use; (e) create any competing Software or Services; or (f) remove any copyright or other proprietary or confidential notices on any Software or Services.

B. IP Rights
i. RingCentral’s Rights. Except as expressly provided in this Agreement, the limited license granted to Customer under Section 7(A) (Limited License) does not convey any ownership or other rights or licenses, express or implied, in the Services (including the Software), any related materials, or in any Intellectual Property and no IP Rights or other rights or licenses are granted, transferred, or assigned to Customer, any End User, or any other party by implication, estoppel, or otherwise.

All rights not expre ssly granted herein are reserved and retained by RingCentral and its licensors. The Software and Services may comprise or incorporate services, software, technology, or products developed or provided by third parties, including open-source software or code. Customer acknowledges that misuse of RingCentral Services may violate third - party IP rights.
ii. Customer Rights. As between RingCentral and Customer, Customer retains title to all IP Rights that are owned by the Customer or its suppliers. To the extent reasonably required or desirable for the provision of the Services, Customer grants to RingCentral a limited, personal, non-exclusive, royalty-free, license to use Customer’s IP Rights in the same. Customer must provide (and is solely responsible for providing) all required notices and obtaining all licenses, consents, authorizations, or other approvals related to the use, reproduction, transmission, or receipt of any Customer Content that includes personal or Confidential Information or incorporates any third-party IP rights.

C. Use of Marks. Neither Party may use or display the other Party’s trademarks, service mark or logos in any manner without such Party’s prior written consent.

8. Confidentiality
A. Restrictions on Use or Disclosures by Either Party. During the Term of this Agreement and for at least one (1) year thereafter, the Receiving Party shall hold the Disclosing Party’s Confidential Information in confidence, shall use such Confidential Information only for the purpose of fulfilling its obligations under this Agreement, and shall use at least as great a standard of care in protecting the Confidential Information as it uses to protect its own Confidential Information.

Each Party may disclose Confidential Information only to those of its employees, agents or subcontractors who have a need to it in order to perform or exercise such Party’s rights or obligations under this Agreement and who are required to protect it against unauthorized disclosure in a manner no less protective than required under this Agreement. Each Party may disclose the other Party’s Confidential Information in any legal proceeding or to a governmental entity as required by Law.

These restrictions on the use or disclosure of Confidential Information do not apply to any information which is independently developed by the Receiving Party or lawfully received free of restriction from another source having the right to so furnish such information; after it has become generally available to the public without breach of this Agreement by the Receiving Party; which at the time of disclosure was already known to the Receiving Party, without restriction as evidenced by documentation in such Party’s possession; or which the Disclosing Party confirms in writing is free of such restrictions.

Upon termination of this Agreement, the Receiving Party will promptly delete, destroy or, at the Disclosing Party’s request, return to the Disclosing Party, all Disclosing Party’s Confidential Information in its possession, including deleting or rendering unusable all electronic files and data that contain Confidential Information, and upon request will provide the Disclosing Party with certification of compliance with this subsection.

9. Data Protection
A. Data Privacy. RingCentral respects Customer’s privacy and will only use the information provided by Customer to RingCentral or collected in the provision of the Services in accordance with RingCentral’s Data Processing Addendum, available at https://www.ringcentral.com/legal/dpa.html, incorporated by reference. RingCentral may update the Data Processing Addendum from time to time and will provide notice of any material updates to the Customer as required by applicable Laws at the email address on file with the Account. Such updates will be effective thirty (30) days after such notice to Customer.

B. Data Security. RingCentral will take commercially reasonable precautions, including, without limitation, technical (e.g., firewalls and data encryption), organizational, administrative, and physical measures, to help safeguard Customer’s Account, Account Data, and Customer Content against unauthorized use, disclosure, or modification. Customer must protect all End Points using commercially reasonable security measures. Customer is solely responsible to keep all user identifications and p asswords secure. Customer must monitor use of the Services for possible unlawful or fraudulent use. Customer must notify RingCentral immediately if Customer becomes aware or has reason to believe that the Services are being used fraudulently or without authorization by any End User or third party. Failure to notify RingCentral may result in the suspension or termination of the Services and additional charges to Customer resulting from such use. RingCentral will not be liable for any charges resulting from unauthorized use of Customer’s Account.

C. Software Changes. RingCentral may from time-to-time push software updates and patches directly to Customer’s device(s) for installation and Customer will not prevent RingCentral from doing so. Customer must implement promptly all fixes, updates, upgrades and replacements of software and third-party software that may be provided by RingCentral. RingCentral will not be

Master Services Agreement Page 5 of 20

liable for inoperability of the Services or any other Services failures due to failure of Customer to timely implement the required changes.

10. Limitations of Liability
A. Excluded Damages
IN NO EVENT WILL EITHER PARTY OR ITS AFFILIATES OR ITS OR THEIR SUPPLIERS BE LIABLE FOR (1) INDIRECT, INCIDENTAL, PUNITIVE, OR CONSEQUENTIAL DAMAGES; (2) LOSS OF USE OR LOSS OF DATA; (3) LOSS OF BUSINESS OPPORTUNITIES, REVENUES OR PROFITS; OR (4) COSTS OF PROCURING REPLACEMENT PRODUCTS OR

SERVICES, IN ALL CASES WHETHER ARISING UNDER CONTRACT, WARRANTY, TORT (INCLUDING NEGLIGENCE OR

STRICT LIABILITY), OR ANY OTHER THEORY OF LIABILITY, AND EVEN IF SUCH PARTY HAS BEEN INFORMED IN ADVANCE OF SUCH DAMAGES OR SUCH DAMAGES COULD HAVE BEEN REASONABLY FORESEEN.

B. Liability Caps

EXCEPT AS SET FORTH HEREIN, THE TOTAL CUMULATIVE LIABILITY OF THE PARTIES UNDER THIS AGREEMENT WILL NOT EXCEED THE AMOUNTS PAID OR PAYABLE UNDER THIS AGREEMENT DURING THE PREVIOUS SIX (6) MONTHS. LIMITATIONS UNDER THIS SECTION (LIABILITY CAPS) WILL NOT APPLY TO:
i. FEES OWED BY CUSTOMER
ii. EITHER PARTY’S LIABILITY FOR INFRINGEMENT OF THE OTHER PARTY’S IP RIGHTS iii. EITHER PARTY ’S LIABILITY RESULTING FROM GROSS NEGLIGENCE, FRAUD, OR WILLFUL OR CRIMINAL

MISCONDUCT
iv. CUSTOMER’S LIABILITY RESULTING FROM USE OF THE SERVICES IN BREACH OF THE ACCEPTABLE USE

POLICY OR EMERGENCY SERVICES POLICY
v. EITHER PARTY’S LIABILITY ARISING FROM DEATH OR PERSONAL INJURY CAUSED BY NEGLIGENCE, OR FOR

ANY OTHER LIABILITY WHICH MAY NOT BE RESTRICTED, LIMITED, OR EXCLUDED PURSUANT TO APPLICABLE LAW.

11. Indemnification
A. Indemnification by RingCentral
i. RingCentral shall indemnify and hold harmless the Customer and its Affiliates for Indemnifiable Amounts, and shall defend any third-party claims or causes of action (a “Third Party Claim”) to the extent such Third Party Claim arises out of or alleges that:
a. The Services, as provided by RingCentral, infringe or misappropriate the patent, copyright, trademark, or trade secret rights of a third party.
ii. RingCentral will have no obligations under subsection (i) above to the extent the Third Party Claim arises from: (a) use of the Services in combination with data, software, hardware, equipment, or technology not provided or authorized by RingCentral in writing unless any of the foregoing are necessary for the proper operation of the Services; (b) modifications to the Services not made by RingCentral; (c) Customer Content; (d) failure to promptly install any updates of any software or firmware or accept or use any modified or replacement items provided free of charge by or on behalf of RingCentral; (e) breach of the Agreement; or (f) a Third Party Claim brought by Customer’s Affiliate, successor, or assignee. iii. If such a Third -Party Claim is made or appears possible, Customer agrees to permit RingCentral, at RingCentral ’s sole discretion and expense, to (a) modify or replace the Services, or component or part thereof, to make it non-infringing or (b) obtain the right for Customer to continue to use the Services. If RingCentral determines that neither alternative is commercially reasonable, RingCentral may terminate this Agreement in its entirety or with respect to the affected Service, component or part (a “Discontinued Component”), effective immediately on written notice to Customer, in which case Customer will not owe any fees or charges relating to the Discontinued Component for any period subsequent to the date of such termination, and will be entitled to receive a refund of any p repaid but unused fees relating to the Discontinued Component. In the event the removal of the Discontinued Component does not substantially affect Customer’s use of the Services, the refund or fee abatement pursuant to the foregoing shall be a reasonable portion of the total fees owed by Customer for the Services as a whole based on the significance of the Discontinued Component to the total value of the Services as a whole. RingCentral’s obligations under this Sub-Section will be RingCentral’s sole and exclusive liability and Customer’s sole and exclusive remedies with respect to any actual or alleged intellectual property violations.

B. Indemnification by Customer. To the extent permitted by the laws and the constitution of the jurisdiction of Customer, Customer shall indemnify, and hold harmless RingCentral and its Affiliates for Indemnifiable Amounts, and shall defend any Third Party Claims arising out of or in connection with: (i) material violation of applicable Law by the Customer, its Affiliates, or their respective End Users in connection with their use of the Services; (ii) use of the Services in breach of the Use Policies; (iii) f ailure to promptly install any updates of any software or firmware or accept or use modified or replacement items provided free of charge by or on behalf of RingCentral; or (iv) Customer Content.

C. Defense and Indemnification Procedures. Any Party seeking indemnification under this Section 11 (the “Indemnified Party”) shall provide the Party from which it seeks such indemnification (the “Indemnifying Party”) with the following: (a) prompt written

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notice of the Third-Party Claim, (b) sole control over the defense and settlement of the Third -Party Claim, and (c) reasonable information, cooperation, and assistance (at the Indemnifying Party ’s sole expense except for the value of the time of the Indemnified Party’s personnel) in connection with the defense and settlement of the Third-Party Claim. The Indemnified Party’s failure to comply with the foregoing obligations will not relieve the Indemnifying Party of its defense or indemnification obligations under this Section 11 (Indemnification) except to the extent that the Indemnifying Party is materially prejudiced by such failure.

The Indemnified Party will have the right to participate (but not control), at its own expense, in the defense of such Third-Party Claim, including any related settlement negotiations. No such claim may be settled by the Indemnifying Party without the Indemnified Party’s express written consent (not to be unreasonably withheld, conditioned, or delayed) unless such settlement includes a full and complete release of all claims and actions against the Indemnified Party by each party bringing such Third- Party Claim, requires no admission of fault, liability, or guilt by the Indemnified Party, and requires no act by the Indemni fied Party other than the payment of a sum of money fully indemnified by the Indemnifying Party.

12. Warranties
A. RingCentral Warranty. RingCentral will provide the Services using a commercially reasonable level of skill and care, in material compliance with all applicable Laws and otherwise subject to the terms of this Agreement . To the extent permitted by Law, RingCentral shall pass through to Customer any and all warranties RingCentral receives in connection with equipment provided to Customer by or on behalf of RingCentral.

B. Customer Warranty. Customer’s and its End Users’ use of the Services must always comply with all applicable Laws and this Agreement. Further, when Customer’s subscription for Services exceeds one (1) fiscal year, Customer warrants that it shall exercise due diligence and best efforts to secure an adequate appropriation of funds on time from its legislative or similar government body to pay for the contracted Services in the follow-on fiscal year(s).

C. Disclaimer of Warranties . EXCEPT AS SPECIFICALLY SET FORTH IN THIS AGREEMENT AND TO THE FULLEST EXTENT PERMITTED BY LAW, THE SERVICES ARE PROVIDED “AS IS” AND “AS AVAILABLE,” AND RINGCENTRAL

MAKES NO OTHER WARRANTIES, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE IMPLIED

WARRANTIES OF MERCHANTABILITY, NON-INFRINGEMENT, QUIET ENJOYMENT, AND FITNESS FOR A PARTICULAR

PURPOSE AND ANY WARRANTIES ARISING FROM A COURSE OF DEALING OR USAGE IN TRADE, TOGETHER WITH SIMILAR WARRANTIES, WHETHER ARISING UNDER ANY LAW OR OTHERWISE. TO THE EXTENT THAT

RINGCENTRAL CANNOT DISCLAIM ANY SUCH WARRANTY AS A MATTER OF APPLICABLE LAW, THE SCOPE AND DURATION OF SUCH WILL BE LIMITED TO THE FULLEST EXTENT PERMITTED BY LAW.

13. Dispute Resolution
A. Governing Law. Any dispute arising out of or relating to this Agreement shall be governed and construed in accordance with the laws of CA, without regard to its choice of law rules, and the parties agree to submit to the jurisdiction of, and venue in, the courts in that state. The United Nations Convention on Contracts for the International Sale of Goods does not apply to this Agreement or Customer’s use of the products or Services.

B. Good Faith Attempt to Settle Disputes. In the event of a dispute, each Party shall appoint a duly authorized representative who shall use all reasonable endeavors to resolve in good faith any dispute within reasonable timescales.

C. Equitable Relief. Any breach of either Party’s IP Rights may cause that Party irreparable harm for which monetary damages will be inadequate and such Party may, in addition to other remedies available at Law or in equity, obtain injunctive relief without the necessity of posting a bond or other secur ity, proof of damages, or similar requirement, in additional to any other relief to which such Party may be entitled under applicable Law.

D. Limitations. Except for actions for non -payment or liability arising from Section 11 (Indemnification), no claim, suit, action or proceeding relating to this Agreement may be brought by either Party more than two (2) years after the cause of action has accrued. Any actions, lawsuits, or proceedings must be conducted solely on an individual basis and the Parties expressly waive any right to bring any action, lawsuit or proceeding as a class or collective action, private attorney general action or in any other capacity acting in a representative capacity.

14. Miscellaneous
A. Relationship of the Parties. RingCentral and Customer are independent contractors, and this Agreement will not establish any relationship of partnership, joint venture, employment, franchise or agency between RingCentral and Customer.

B. Assignment. Neither Party may assign its rights or obligations under this Agreement or any Order Form without the prior written consent of the other Party, not to be unreasonably withheld or delayed. However, RingCentral may assign the Agreement or any portion thereof and any or all of its rights and obligations thereunder without consent (a) to an Affiliate; (b) as part of, or otherwise in connection with, the transfer or disposition of equity securities representing more than fifty percent (50%) of its voting control; (c) to the successor or surviving entity in connection with a merger, acquisition, or consolidation; or (d) as part of, or otherwise in connection with, the sale or other transfer of one or more of the service(s) under the Agreement or greater than 50% of the principal assets used in connection with the provision such service(s). This Agreement will bind and inure to the benefit of the Parties, and their permitted assigns and successors.

C. Notices. Except where otherwise expressly stated in the Agreement, all notices or other communications must be in English and are deemed to have been fully given when made in writing and delivered in person, upon delivered email, confirmed facsimile, or five days after deposit with an reputable overnight courier service, and addressed as follows: To RingCentral at

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RingCentral, Inc., Legal Dept., 20 Davis Drive, Belmont, CA 94002 USA, with a copy to [email protected], and to Customer at either the physical address or email address associated with the Customer Account.

Customer acknowledges and agrees that all electronic notices have the full force and effect of paper notices. The addresses to which notices may be given by either Party may be changed (a) by RingCentral upon written notice given to Customer pursuant to this Section or (b) by Customer in the Administrative Portal.

D. Force Majeure. Excluding either Party’s payment obligations under the Agreement, neither Party will be responsible or liable for any failure to perform or delay in performing to the extent resulting from any event or circumstance that is beyond that Party’s reasonable control, including without limitation any act of God; national emergency; third -party telecommunications networks; riot; war; terrorism; governmental act or direction; change in Laws; fiber, cable, or wire cut; power outage or reduction; rebellion; revolution; insurrection; earthquake; storm; hurricane; flood, fire, or other natural disaster; strike or labor disturbance; or other cause, whether similar or dissimilar to the foregoing, not resulting from the actions or inactions of such Party.

E. Third-Party Beneficiaries. RingCentral and Customer agree that there will be no third-party beneficiaries to this Agreement.

F. Headings, Interpretation. The headings, section titles, and captions used in the Agreement are for convenience of reference only and will have no legal effect. All defined terms include related grammatical forms, and, whenever the context may require, the singular form of nouns and pronouns include the plural, and vice versa. The Parties agree that this Agreement will be deemed to have been jointly and equally drafted by them, and that the provisions of this Agreement therefore should not be construed against a Party or Parties on the grounds that the Party or Parties drafted or was more responsible for drafting the provision(s).

G. Anti-Bribery. Each Party represents that in the execution of this Agreement and in the performance of its obligations under this Agreement it has complied and will comply with all applicable anti-bribery Laws and regulations, including, without limitation, the U.S. Foreign Corrupt Practices Act, the UK Bribery Act, and similar applicable Laws.

H. Export Control. Any services, products, software, and technical information (including, but not limited to, services and training) provided pursuant to the Agreement may be subject to U.S. export Laws and regulations. Customer will not use distribute, transfer, or transmit the services, products, software, or technical information (even if incorporated into other products) except in compliance with U.S. and other applicable export regulations.

I. Regulatory and Legal Changes. In the event of any change in Law, regulation or industry change that would prohibit or otherwise materially interfere with RingCentral’s ability to provide Services under this Agreement, RingCentral may terminate the affected Services or this Agreement or otherwise modify the terms thereof.

J. Use of Beta, Preview, or Early Access Software. If you use any beta, preview, or early access services, features, products, or software offered or made available by RingCentral, then you acknowledge that your use of the services, products, or software are governed by the Beta Evaluation License Agreement and not by this Agreement.

K. Entire Agreement. The Agreement, together with any exhibits, Order Forms, Use Policies, and Attachments, each of which is expressly incorporated into this Agreement with this reference, constitutes the entire agreement between the Parties and supersedes and replaces any and all prior or contemporaneous understandings, proposals, representations, marketing materials, statements, or agreements, whether oral, written, or otherwise, regarding such subject. RingCentral expressly rejects in their entirety any additional or conflicting terms or conditions contained in Customer purchase order, or similar Customer document, which the Parties agree are solely for the Customer’s convenience.

L. Order of Precedence. In the event of any conflict between the documents comprising this Agreement, precedence will be given to the documents in the following descending order: (i) the applicable Order Form (including any hyperlinks); (ii) the applicable Attachment; (iii) the main body of this Agreement; (iv) Use Policies and Data Processing Addendum incorporated by reference in this Agreement; and (v) and any other document expressly referred to in this Agreement which governs the Services. With respect to data processing, the Data Processing Addendum shall take precedence over any inconsistent terms in any of the documents listed in the previous sentence.

M. Amendments. Except as otherwise provided, this Agreement may only be modified by a written amendment executed by authorized representatives of both Parties. In no event will handwritten changes to any terms or conditions, including in the applicable Order Form, be effective.

N. Severability and Waiver. In the event any provision of this Agreement is held by a court of competent jurisdiction to be invalid, void or unenforceable, such provision(s) will be stricken and the remainder of this Agreement will remain legal, valid, and binding.

The failure by either Party to exercise or enforce any right conferred by this Agreement will not be deemed to be a waiver of any such right or to operate so as to bar the exercise or enforcement of any such or other right on any later occasion. Exc ept as otherwise expressly stated in this Agreement, all rights and remedies stated in the Agreement are cumulative and in addition to any other rights and remedies available under the Agreement, at Law, or in equity.

O. Execution. Each Party represents and warrants that: (a) it possesses the legal right and capacity to enter into the Agreement and to perform all of its obligations thereunder; (b) the individual signing the Agreement and (each executable part thereof) on that Party’s behalf has full power and authority to execute and deliver the same; and (c) the Agreement will be a binding obligation of that Party. Each Party agrees that an Electronic Signature, whether digital or encrypted, is intended to authenticate this Agreement and to have the same force and effect as manual signatures.

P. Counterparts. This Agreement may be executed electronically and in separate counterparts each of which when taken together will constitute one in the same original.

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Q. Survival. The rights and obligations of either Party that by their nature would continue beyond the expiration or termination of this Agreement or an Order Form will survive expiration or termination of this Agreement or the Order Form, including without limitation payment obligations, warranty disclaimers, indemnities, limitations of liability, definitions and miscellaneous.

R. Family Education Rights and Privacy Act (FERPA). Customer Content when in-transit on the RingCentral Network and when at-rest within RingCentral Data Centers may contain communications and/or educational records pertaining to students in connection with the performance of the Services pursuant to the Ag reement. RingCentral shall only use or disclose such Customer Content as is reasonably necessary to provide the Services or for RingCentral to otherwise perform its obligations under the Agreement.

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EXHIBIT A

DEFINITIONS

Definitions. Capitalized terms used in this Agreement but otherwise not defined have the following meaning:

1. “Account” means the numbered account established with RingCentral and associated with Customer and the Services provided to Customer under this Agreement. For billing and convenience purposes, multiple services, Digital Lines, or End Users may be included in a single billing account, and/or a single Customer may have multiple billing accounts encompassing different geographic locations, business units, or other designations as requested by Customer and accepted by RingCentral.

2. “Account Administrator” means the person(s) who have been granted authority by Customer to set up, amend, or otherwise control settings and/or make additional purchases for the Account via the Administrative Portal. Account Administrators may have varying levels of Account rights, skills, or permissions.

3. “Account Data” means: any business contact information provided with the Account; RingCentral-generated logs of calling or other metadata developed or collected in the provision of the Services; configuration data; and records of Digital Lines and any Services purchased under this Agreement.

4. “Administrative Fees” means any administrative recovery fees, 911 cost recovery fees and the like separately charged by RingCentral to Customer.

5. “Administrative Portal” means the online administrative portal through which Account Administrators control settings and/or make additional purchases for the Account.

6. “Affiliate(s)” means a person or entity that is controlled by a Party hereto, controls a Party hereto, or is under common control with a Party hereto, and “control” means beneficial ownership of greater than fifty percent (50%) of an entity ’s then-outstanding voting securities or ownership interests.

7. “Attachment(s)” means documents appended to the contract containing additional terms for products and Services. Attachments and the terms and conditions contained therein are part of this Agreement.

8. “Confidential Information” means any information disclosed by or on behalf of the Disclosing Party) to the Receiving Party that should reasonably be considered as confidential given the nature of the information and the circumstances surrounding its disclosure.

9. “Customer Care” means Customer support operations delivered by RingCentral and/or its subcontractors.

10. “Customer Content ” means the content of calls, facsimiles, SMS messages, voicemails, voice recordings, shared files, conferences, or other communications transmitted or stored through the Services.

11. “Digital Line” means a phone number assigned to an End User or a specifically designated location (e.g., conference room) and the associated voice service for inbound and outbound calling that permits an End User generally to make and receive calls to and from the public switched telephone network as well as to and from other extensions within the same Account.

12. “Disclosing Party” means the Party disclosing Confidential Information or on whose behalf Confidential Information is disclosed by such Party’s agents, including but not limited to, its Affiliates, officers, directors, employees, and attorneys.

13. “Electronic Signatures” means an electronic sound, symbol, or process, including clicking a digital button to accept, attached to or logically associated with a contract or other record and executed or adopted by a person with the intent to sign the record.

14. “End Point” means an application or device through which any End-User might access and/or use any of the Services, including without limitation IP Desk Phones, Desktop Clients, Web Clients, Mobile Applications, and Software Integrations.

15. “End User” means an individual user to whom Customer makes the Services available, and may be a natural person, and may include but is not limited to Customer’s employees, consultants, clients, external users, invitees, contractors, and agents.

16. “Helpdesk Support” shall mean the performance of the following tasks:
• Standard feature/functionality (“how to”) support for End Users (i.e. call forwarding, voice mail set-up, etc.). • Standard management of the Admin Interface within the product. • Support all moves, adds, changes, and deletes of employees.

17. “Indemnifiable Amounts” means all (X) damages and other amounts awarded against the Indemnified Party by a court of competent jurisdiction pursuant to a final judgment in connection with such Third -Party Claim; (Y) any amounts payable by the Indemnified Party or its Affiliates pursuant to a binding, written agreement settling the Third Party Claim, provided such agreement is approved in advance in writing by the Indemnifying Party; and (Z) all reasonable costs and expenses paid to third parties by the Indemnified Party or its Affiliates in connection with the Indemnified Party’s or its Affiliates’ attorneys’ fees and related expenses.

18. “Indemnifying Party” and “Indemnified Party” have the meanings set forth in Section 11(C) (Defense and Indemnification Procedures).

19. “Initial Term” has the meaning set forth in Section 2(D) (Services Term).

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20. “Intellectual Property Rights” or “IP Rights” means all common law and statutory rights (whether registered or unregistered, or recorded or unrecorded, regardless of method) arising out of or associated with: (a) patents and patent applications, inventi ons, industrial designs, discoveries, business methods, and processes; (b) copyrights and copyright registrations, and “moral” rights; (c) the protection of trade and industrial secrets and Confidential Information; (d) other proprietary rights relating to intangible property; (e) trademarks, trade names and service marks; (f) a person ’s name, likeness, voice, photograph or signature, including without limitation rights of personality, privacy, and publicity; (g) analogous rights to those set forth above; and (h) divisions, continuations, continuations-in-part, renewals, reissuances and extensions of the foregoing (as applicable).

21. “Law” means any law, statute, regulation, rule, ordinance, administrative guidance, treaty or convention, or court or administrative order or ruling of any governing Federal, State, local or non-U.S. governmental body with jurisdiction over the Services.

22. “Order Form(s)” means a request for Service describing the type and quantity of Services required by Customer and submitted and accepted by the Parties in accordance with Section 2(A) (Ordering Services). The Order Form may be presented and executed via the Administrative Portal.

23. “Receiving Party” means the Party or its agents, including, but not limited to its Affiliates, officers, directors, employees, and attorneys receiving Confidential Information.

24. “Renewal Term” has the meaning set forth in Section 2(D) (Services Term).

25. “RingCentral Network” means the network and supporting facilities between and among the RingCentral points of presence (“PoP(s)”), up to and including the interconnection point between the RingCentral’s network and facilities, and the public Internet, and the Public Switched Telephone Network (PSTN). The RingCentral Network does not include the public Internet, a Customer’s own private network, or the PSTN.

26. “Service(s)” means all services provided under this Agreement and set forth in one or more Order Form(s).

27. “Start Date” means the date so identified in the relevant Order Form or the date on which Customer orders Services via the Administrative Portal.

28. “Taxes” means any and all federal, state, local, municipal, foreign, and other taxes and fees charged or collected from Customers, including but not limited to any Universal Service Fund, TRS and 911 taxes and fees.

29. “Term” means the Initial Term plus any Renewal Terms.

30. “Third Party Claim” has the meaning set forth in Section 11(A) (Indemnification by RingCentral).

31. “Use Policy” refers to any of the policies identified in Section 5(B) (Use Policies).

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ATTACHMENT A

SERVICE ATTACHMENT - RINGEX SERVICES

This Service Attachment is a part of the Master Services Agreement (the “Agreement”) that includes the terms and conditions agreed by the Parties under which RingCentral will provide to the Customer the RingEX Services as described under the applicable Order Form (the “Services”).

1. Service Overview
The Services are a cloud-based unified communications service that includes enterprise-class voice, fax, call handling, mobile apps, and bring-your-own-device (BYOD) capability that integrates with a growing list of applications.

The Services include:
• Voice Services, including extension-to-extension calling and the ability to make and receive calls to and from the public switched telephone network (PSTN)
• Video and audio-conferencing service, including screen sharing • Collaboration Tools, including One-to-One and Team Chat, File Sharing, task management, SMS/Texting (where available), and other innovative tools
The Services may be accessed from a variety of user End Points, including IP Desk Phones, Desktop Clients, Web Clients, Mobile Applications, and Software Integrations.

2. RingEX Purchase Plans
A. Tiers of Service . The Services are made available in several pricing tiers, which are described more fully at https://www.ringcentral.com/office/plansandpricing.html. While RingCentral offers unlimited monthly plans for some of its products and services, RingCentral Services are intended for regular business use. “Unlimited” use does not permit any use otherwise prohibited by the Acceptable Use Policy, available at https://www.ringcentral.com/legal/acceptable-use-policy.html, including trunking, access stimulation, reselling of the Services, etc. Use of the RingCentral AI Assistant capabilities is subject to the applicable terms contained in the AI Assistant Add -On Service Description available at https://www.ringcentral.com/legal/add-on-services.html#qlnks-12.

B. Minute and Calling Credit Bundles. Each plan includes a number of Toll-Free minutes, per month, which are pooled to create a single allotment of Toll -Free minutes available for the entire account. Core/Advanced/Ultra tier plans include a monthly allotment of 100/1000/10000 toll free minutes per account, respectively. Overage charges of 3.9¢ per minute apply to calls made in excess of allotment.

International Calling Credit Bundles can be purchased in addition to any base amount included with the purchased tier.

International External Calls are charged against Calling Credits on the Account per destination rates, or as overage once Calling Credits are exceeded. Currently effective rates are available at https://www.ringcentral.com/support/international-rates.html.

Extension-to-Extension Calls within the Customer account never incur any usage fee and are unlimited, except to the extent that such calls are forwarded to another number that is not on the Customer account.

Additional Calling Credits may be purchased through the Auto-Purchase feature, which can be selected for automatic purchase in various increments on the Administrative Portal. Auto-Purchase is triggered when the combined usage of all End Users on an Account exceeds the total Calling Credits or when End Users make calls with additional fees (e.g., 411).

Minute Bundles and Calling Credit Bundles expire at the end of month and cannot roll over to the following month. Auto - Purchased Calling Credits expire twelve (12) months from date of purchase. Bundles may not be sold, transferred, assigned, or applied to any other customer.

C. Enhanced Business SMS Allotment and Pricing. Each plan includes a number of SMS per each user, per month, which are pooled to create a single allotment of SMS available to the entire account. Core/Advanced/Ultra tier plans include a monthly allotment of 25/100/200 SMS, per user respectively. Each SMS sent or received will be deducted from the pool of available SMS on the account. Overage charges apply to SMS sent or receive in excess of allotment and will be charged at the then-applicable rates, available at https://www.ringcentral.com/support/new-sms-rates.html. Additional SMS bundles are available for purchase at discounted prices. Customer must successfully register phone numbers with the SMS registar prior to using SMS. RingCentral may attempt to deliver SMS sent from unregistered phone numbers at its discretion, however unregistered SMS are excluded from the monthly allotment and any purchased SMS bundles, and will be charged at then -applicable unregistered SMS rates, available at https://www.ringcentral.com/support/new-sms-rates.html.

3. Operator Assisted Calling, 311, 511 and other N11 Calling RingCentral does not support 0+ or operator assisted calling (including, without limitation, collect calls, third party billing calls, 900, or other premium line numbers or calling card calls). The Services may not support 211, 311, 411, 511 and/or N11 calling. To the extent they are supported, additional charges may apply for these calls.

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4. Directory Listing Service
RingCentral offers directory listing (the “Directory Listing Service ”). If Customer subscribes to the Directory Listing Service, RingCentral will share certain Customer Contact Data with third parties as reasonably necessary to include in the phone direc tory (“Listing Information”). This information may include, but is not limited to, Customer ’s company name, address, and phone numbers. Customer authorizes RingCentral to use and disclose the Listing Information for the purpose of publishing in, and making publicly available through, third-party directory listing services, to be selected by RingCentral or third-party service providers in their sole discretion. Customer acknowledges and agrees that by subscribing to the Directory Listing Service, Customer ’s Listing Information may enter the public domain and that RingCentral cannot control third parties’ use of such information obtained through the Directory Listing Service.

A. Opt Out. Customer may opt out of the Directory Listing Service at any time; however, RingCentral is not obligated to have Customer’s Listing Information removed from third -party directory assistance listing services that have already received Customer’s information.

B. No Liability. RingCentral will have no responsibility or liability for any cost, damages, liabilities, or inconvenience caused by calls made to Customer ’s telephone number; materials sent to Customer, inaccuracies, errors or omissions with Listing Information; or any other use of such information. RingCentral will not be liable to Customer for any use by third parties of Customer’s Listing Information obtained through the Directory Listing Service, including without limitation the use of such information after Customer has opted out of the Directory Listing Service.

5. Global RingEX or RingCentral Global Office. Global RingEX (which is also known as RingCentral Global Office and references in the Service Description to Global RingEX shall also refer to Global Office) provides a single communications system to companies that have offices around the world, offering localized service in countries for which Global RingEX is available. Additional information related to Global RingEX Services is available at http://www.ringcentral.com/legal/policies/global-office-countries.html. This section sets forth additional terms and conditions concerning RingCentral’s Global RingEX for customers that subscribe to it.

A. Emergency Service Limitations for Global RingEX. RingCentral provides access to Emergency Calling Services in many, but not all, countries in which RingCentral Global RingEX is available, allowing End Users in most countries to access Emergency Services. Emergency Services may only be accessed within the country in which the Digital Line is assigned, e.g., an End User with a Digital Line assigned in Ireland may dial Emergency Services only within Ireland. Access to Emergency Calling Services in RingCentral Global RingEX countries, where available, is subj ect to the Emergency Services Policy, available at https://www.ringcentral.com/legal/emergency-services.html. Customer must make available and will maintain at all times traditional landline and/or mobile network telephone services that will enable End Users to call the applicable Emergency Services number. Customer may not use the RingCentral Services in environments requiring fail-safe performance or in which the failure of the RingCentral Services could lead directly to death, personal injury, or severe physical or environmental damage.

B. Global RingEX Provided Only in Connection with Home Country Service. RingCentral provides Global RingEX Service only in connection with Services purchased in the Home Country. RingCentral may immediately suspend or terminate Customer ’s Global RingEX Services if Customer terminates its Digital Lines in the Home Country. All invoicing for the Global RingEX Services will be done in the Home Country on the Customer ’s Account, together with other Services purchased under this Agreement, using the Home Country ’s currency. Customer must at all times provide a billing address located in the Home Country. RingCentral will provide all documentation, licenses, and services in connection with the Global RingEX Service in English; additional language support may be provided at RingCentral’s sole discretion.

C. Primary Place of Use of Global RingEX Service. Customer represents and warrants that the primary place of use of the Global RingEX Services will be the country in which the Digital Line is assigned, e.g., an End User with a Digital Line assigned in Ireland will primarily use that Digital Line in Ireland.

D. Relationships with Local Providers. In connection with the provision of Global RingEX Services, RingCentral relies on local providers to supply certain regulated communication services; for example (i) for the provision of local telephone numbers within local jurisdictions; (ii) to enable you to place local calls within local jurisdictions; and (iii) to enable you to receive calls from non- RingCentral numbers on Customer’s Global RingEX telephone number(s), by connecting with the local public switched telephone network. Customer hereby appoints RingCentral as Customer’s agent with power of attorney (and such appointment is coupled with an interest and is irrevocable during the Term) to conclude and enter into agreements with such local providers on Customer’s behalf to se cure such services. RingCentral’s locally licensed affiliates provide all telecommunications services offered to Customer within the countries in which such affiliates are licensed; in some cases, RingCentral may obtain services from locally licensed providers on Customer’s behalf. RingCentral is responsible for all contracting, billing, and customer care related to those services. Customer is responsible for providing RingCentral with all information necessary for RingCentral to obtain numbers in Global RingEX countries.

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6. Additional Services. RingCentral offers add -on services for the Services (where available), which are described at https://www.ringcentral.com/legal/microsoft-teams-services-attachment.html. Additional terms or charges may apply, depending on the selected features.

7. Bring Your Own Carrier (BYOC) Services. RingCentral offers a software-as-a-service in which customers provide and maintain their own local telecommunications services, which may be connected to RingCentral's cloud PBX, videoconferencing, and team messaging services. BYOC and additional terms are described and available at https://www.ringcentral.com/legal/BYOC-service- description.html.

8. Definitions. Terms used herein but not otherwise defined have the meanings ascribed to them in the Agreement. For purposes of this Service Attachment, the following terms have the meanings set forth below:

A. “Digital Line” means a phone number assigned to an End User or a specifically designated location (e.g., conference room) and the associated voice service for inbound and outbound calling that permits the End User generally to make and receive calls to and from the public switched telephone network as well as to and from other extensions within the same Account.

B. “End Point” means an application or device through which any End-User might access and/or use any of the Services, including without limitation IP Desk Phones, Desktop Clients, Web Clients, Mobile Applications, and Software Integrations.

C. “Extension-to-Extension Calls ” means calls made and received between End Points on the Customer Account with RingCentral, regardless of whether the calls are domestic or international.

D. “External Calls” means calls made to or received from external numbers on the PSTN that are not on the Customer Account with RingCentral.

E. “Home Country” means the United States or the country that is otherwise designated as Customer’s primary or home country in the Order Form.

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ATTACHMENT B

RINGCENTRAL SECURITY ADDENDUM

1. Scope
This document describes the Information Security Measures (“Measures”) that RingCentral has in place when processing Protected Data through RingCentral Services.

2. Definitions
For purposes of this Security Addendum only, capitalized terms, not otherwise defined herein, have the meaning set forth in the Agreement.

A. “Ring Central Services”, or “Services”, means services offered by RingCentral and acquired by the Customer.

B. “Customer” means the entity that entered into the Agreement with RingCentral.

C. “Protected Data ” means Customer and partner data processed by RingCentral Services, as defined in the applicable RingCentral DPA or Agreement, including “personal data” and “personal information” as defined by applicable privacy laws, confidential data as defined in the Agreement, account data, configuration data, communication content including messages, voicemail, and video recording.

D. “Agreement” means the agreement in place between RingCentral and the Customer for the provision of the Services.

E. “Personnel” means RingCentral employees, contractors or subcontracted Professional Services staff.

3. Information Security Management
A. Security Program
RingCentral maintains a written information security program that:
i. Includes documented policies or standards appropriate to govern the handling of Protected Data in compliance with the Agreement and with applicable law.
ii. Is managed by a senior employee responsible for overseeing and implementing the program. iii. Includes administrative, technical, and physical safeguards reasonably designed to protect the confidentiality, integrity, and availability of Protected Data.
iv. Is appropriate to the nature, size, and complexity of RingCentral’s business operations.

B. Security Policy Management
RingCentral’s security policies, standards, and procedures:
i. Align with information security established industry standards. ii. Are subject to ongoing review.
iii. May be revised to reflect changes in industry best practices.

C. Risk Management
RingCentral:
i. Performs cybersecurity risk assessments to identify threats to their business or operations at least annually. ii. Updates RingCentral policies, procedures and standards as needed to address threats to RingCentral ’s business or operations.

4. Independent security assessments
A. External Audit
RingCentral:
i. Uses qualified independent third-party auditors to perform security audits covering systems, environments, and networks where Protected Data is processed, including
a. SOC2 Type II
b. IES/ISO 27001.
ii. maintains additional audits and compliance certifications as appropriate for RingCentral ’s business and as identified at www.ringcentral.com/trust-center.html.

B. Distribution of Reports
Copies of relevant audit reports and certifications:
i. Will be provided to Customer on request.

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ii. Are subject to Non-Disclosure Agreement.

C. Annual Risk Assessment Questionnaire
Customer may, on one (1) occasion within any twelve (12) month period, request that RingCentral complete a third -party risk assessment questionnaire within a reasonable time frame.

In case of conflict between this section and the equivalent section in the RingCentral DPA, the DPA takes precedence.

5. Human Resource Security
A. Background Checks
RingCentral requires pre-employment screenings of all employees. RingCentral ensures criminal background searches on its employees to the extent permitted by law. Each background check in the US includes:
i. An identity verification (SSN trace).
ii. Criminal history checks for up to seven (7) years for felony and misdemeanors at the local, state, and federal level, where appropriate.
iii. Terrorist (OFAC) list search, as authorized by law.

Internationally, criminal history checks are conducted as authorized by local law.

Background checks are conducted by a member of the National Association of Professional Background Screeners or a competent industry-recognized company in the local jurisdiction.

B. Training
RingCentral will ensure that all employees including contractors:
i. Complete annual training to demonstrate familiarity with RingCentral’s security policies. ii. Complete annual training for security and privacy requirements, including CyberSecurity awareness, GDPR, and CCPA. iii. Have the reasonable skill and experience suitable for employment and placement in a position of trust within RingCentral.

C. Workstation Security
RingCentral ensures that:
i. RingCentral employees either use RingCentral owned and managed devices in the performance of their duties or Bring Your Own Device (BYOD) device.
ii. All devices, whether RingCentral owned and managed or Bring Your Own Device (BYOD) device, are enrolled in the full RingCentral managed device program.

D. Data Loss Prevention
RingCentral employs a comprehensive system to prevent the inadvertent or intentional compromise of RingCentral data and Protected Data.

E. Due Diligence Over Sub-Contractors
RingCentral will:
i. maintain a security process to conduct appropriate due diligence prior to engaging sub-contractors. ii. assess the security capabilities of any such sub-contractors on a periodic basis to ensure subcontractors’ ability to comply with the Measures described in this document.
iii. apply written information security requirements that oblige sub -contractors to adhere to RingCentral ’s key information security policies and standards consistent with and no less protective than these Measures.

F. Non-Disclosure
RingCentral ensures that employees and contractors/sub-contractors who process Protected Data are bound in writing by obligations of confidentiality.

6. Physical Security
A. General
RingCentral:
i. Restricts access to, controls, and monitors all physical areas where RingCentral Services process Protected Data (“Secure Areas”).
ii. Maintains appropriate physical security controls on a 24-hours-per-day, 7-days-per-week basis (“24/7”).

Master Services Agreement Page 16 of 20

iii. Revokes any physical access to Secure Areas promptly after the cessation of the need to access buildings and system(s). iv. Performs review of access rights on at least an annual basis.

B. Access and Authorization Processes
RingCentral maintains a documented access authorization and logging process. The authorization and logging process will include at minimum:
i. Reports detailing all access to Secure Areas, including the identities and dates and times of access. ii. Reports to be maintained for at least one year as allowed by law. iii. Video surveillance equipment to monitor and record activity at all Secure Areas entry and exit points on a 24/7 basis to the extent permitted by applicable laws and regulations.
iv. Video recording to be maintained for at least 30 days or per physical location provider’s policies.

C. Data Centers
To the extent that RingCentral is operating or using a data center, RingCentral ensures that physical security controls are i n alignment with industry standards such as ISO 27001 and SSAE 16 or ISAE 3402 or similar standard including:
i. Perimeter security including fencing/barriers and video surveillance. ii. Secure access including security guard/reception.
iii. Interior access controlled through RFID cards, 2FA, anti-tailgating controls. iv. Redundant utility feeds and support for continuous delivery through backup systems. v. Redundant network connection from multiple providers.

7. Logical Security
A. User Identification and Authentication
RingCentral:
i. Maintains a documented user management lifecycle management process that includes manual and/or automated processes for approved account creation, account removal and account modification for all Information Resources and across all environments.
ii. Ensures that RingCentral users have an individual accounts for unique traceability. iii. Ensures that RingCentral users do not use shared accounts; where shared accounts are technically required controls are in place to ensure traceability.
iv. RingCentral user passwords are configured aligned with current NIST guidance.

For the customer facing applications, Customers may choose to integrate with SSO (Single Sign on) so that Customer retains control over their required password settings including Customer’s existing MFA/2FA solutions.

B. User Authorization and Access Control
RingCentral:
i. Configures remote access to all networks storing or transmitting Protected Data to require multi -factor authentication for such access.
ii. Revokes access to systems and applications that contain or process Protected Data promptly after the cessation of the need to access the system(s) or application(s).
iii. Has the capability of detecting, logging, and reporting access to the system and network or attempts to breach security of the system or network.

RingCentral employs access control mechanisms that are intended to:
i. Limit access to Protected Data to only those Personnel who have a reasonable need to access said data to enable RingCentral to perform its obligations under the Agreement. ii. Prevent unauthorized access to Protected Data.
iii. Limit access to users who have a business need to know. iv. Follow the principle of least privilege, allowing access to only the information and resources that are necessary. v. Perform review access controls on a minimum annual basis for all RingCentral ’s systems that transmit, process, or store Protected Data.

Master Services Agreement Page 17 of 20

8. Telecommunication and Network Security
A. Network Management
RingCentral:
i. Maintains network security program that includes industry standard firewall protection and two -factor authentication for access to RingCentral’s networks.
ii. Deploys an Intrusion Detection Systems (IDS) and/or Intrusion Prevention Systems (IPS) to generate, monitor, and respond to alerts which could indicate potential compromise of the network and/or host. iii. Monitors web traffic from the Internet and from internal sources to detect cyber -attacks including Distributed Denial of Service (DDoS) attacks against web sites / services and to block malicious traffic.

B. Network Segmentation
RingCentral:
i. Implements network segmentation between the corporate enterprise network and hosting facilities for Services. ii. Ensures separation between environments dedicated to development, staging, and production. iii. Restricts access between environments to authorized devices. iv. Controls configuration and management of network segregation and firewall rules through a formal request and approval process.

C. Network Vulnerability Scanning
RingCentral:
i. Runs internal and external network vulnerability scans against information processing systems at least quarterly. ii. Evaluates findings based on (where applicable) CVSS score and assessment of impact, likelihood, and severity. iii. Remediates findings following industry standard timelines.

9. Operations Security
A. Asset Management
RingCentral:
i. Maintains an accurate and current asset register covering hardware and software assets used for the delivery of services. ii. Maintains accountability of assets throughout their lifecycle. iii. Maintains processes to wipe or physically destroy physical assets prior to their disposal.

B. Configuration Management
RingCentral:
i. Maintains baseline configurations of information systems and applications based on industry best practices including:
a. Removal of all vendor-provided passwords.
b. Remove/disable unused services and settings.
c. Anti-malware/endpoint protection as technically feasible. ii. Enforces security configuration settings for systems used in the provision of the Services. iii. Ensures that clocks of all information processing systems are synchronized to one of more reference time sources.

C. Malicious Code Protection
i. To the extent practicable, RingCentral has endpoint protection in place, in the form of Endpoint Detection and Response (EDR) and/or antivirus software, installed and running on servers and workstations. ii. EDR alerts are monitored, and immediate action is taken to investigate and remediate any abnormal behavior. iii. Where used, antivirus software will be current and running to scan for and promptly remove or quarantine viruses and other malware on Windows servers and workstations.

D. Vulnerability, Security Patching
RingCentral:
i. Monitors for publicly disclosed vulnerabilities and exposures for impact to Supplier’s information systems and products.

Master Services Agreement Page 18 of 20

ii. Ensures quality assurance testing of patches prior to deployment. iii. Ensures that all findings resulting from network vulnerability scanning and relevant publicly disclosed vulnerabilities and exposures are remediated according to industry best practices, including CVSS score and assessment of impact, likelihood and severity and are remediated following industry standard timelines.

E. Logging and Monitoring
RingCentral shall ensure that:
i. All systems, devices or applications associated with the access, processing, storage, communication and/or transmission of Protected Data, generate audit logs.
ii. Access to Protected Data is logged.
iii. Logs include sufficient detail that they can be used to detect significant unauthorized activity. iv. Logs are protected against unauthorized access, modification, and deletion. v. Logs are sent to a centralized location for aggregation and monitoring.

10. Software Development and Maintenance
A. Secure Development Lifecycle
RingCentral:
i. Applies secure development lifecycle practices, including, during design, development, and test cycles. ii. Ensures that products are subject to security design review including threat considerations and data handling practices. iii. Ensures that Services are subject to a secure release review prior to promotion to production.

B. Security Testing
As part of the secure development lifecycle, RingCentral:
i. Performs rigorous security testing, including, as technically feasible:
a. static code analysis.
b. source code peer reviews.
c. dynamic and interactive security testing.
d. security logic, or security “QA” testing.
ii. Ensures that Internet -facing applications are subject to application security assessment reviews and testing to identify common security vulnerabilities as identified by industry-recognized organizations (e.g., OWASP Top 10 Vulnerabilities, CWE/SANS Top 25 vulnerabilities).
iii. For all mobile applications (i.e. running on Android, Blackberry, iOS, Windows Phone) that collect, transmit or display Protected Data, conducts an application security assessment review to identify and remediate industry -recognized vulnerabilities specific to mobile applications.
iv. Does NOT use Protected Data for testing.
v. Makes all reasonable effort to identify and remediate software vulnerabilities prior to release.

C. Annual Penetration Testing
RingCentral:
i. Engages qualified, independent third-party penetration testers to perform annual penetration test against its Products and environments where Protected Data is hosted.
ii. Requires sub-processors to perform similar penetration testing against their systems, environments, and networks. iii. Ensures remediation of all findings in a commercially reasonable period of time.

D. Product Vulnerability Management
RingCentral:
i. Uses commercially reasonable efforts to regularly identify software security vulnerabilities in RingCentral Services. ii. Provides relevant updates, upgrades, and bug fixes for known software security vulnerabilities, for any software provided or in which any Protected Data is processed.

Master Services Agreement Page 19 of 20

iii. Ensures that all findings resulting from internal and external testing are evaluated according to industry best practices, including CVSS score and assessment of impact, likelihood and severity and are remediated following industry standard timelines.

E. Open Source and Third-Party Software
RingCentral:
i. Maintains an asset registry of all third-party software (TPS) and open-source software (OSS) incorporated into the Services. ii. Uses commercially reasonable efforts to ensure the secure development and security of open-source software and third- party software used by RingCentral.
iii. Uses commercially reasonable efforts to evaluate, track and remediate vulnerabilities of open-source software (OSS) and other third-party libraries that are incorporated into the Services.

11. Data Handling
A. Data Classification
RingCentral maintains data classification standards including:
i. Public data, data that is generally available or expected to be known to the public. ii. Confidential data, data that is not available to the general public.

Protected Data is classified as RingCentral Confidential Data.

B. Data Segregation
RingCentral:
i. Ensures physical or logical segregation of Protected Data from other customers’ data. ii. Ensures physical separation and access control to segregate Protected Data from RingCentral data.

C. Encryption of Data
RingCentral:
i. Shall ensure encryption of Protected Data in electronic form in transit over all public wired networks (e.g., Internet) and all wireless networks (excluding communication over Public Switch Telephone Networks). ii. Excepting the Engage Communities feature of Engage Digital, shall ensure encryption of Protected Data in electronic form when stored at rest.
iii. Uses industry standard encryption algorithms and key strengths to encrypt Protected Data in transit over all public wired networks (e.g., Internet) and all wireless networks.

D. Destruction of Data
RingCentral shall:
i. Ensure the secure deletion of data when it is no longer required. ii. Ensure that electronic media that has been used in the delivery of Services to the Customer will be sanitized before disposal or repurposing, using a process that assures data deletion and prevents data from being reconstructed or read. iii. Destroy any equipment containing Protected Data that is damaged or non-functional.

12. Incident Response
RingCentral’s incident response capability is designed to comply with statutory and regulatory obligations governing incident response. As such, RingCentral:

A. Maintains an incident response capability to respond to events potentially impacting the confidentiality, integrity and/or availability of Services and/or data including Protected Data.

B. Has a documented incident response plan based on industry best practices.

C. Has a process for evidence handling that safeguards the integrity of evidence collected to including allowing detection of unauthorized access to.

D. Will take appropriate steps and measures to comply with statutory and regulatory obligations governing incident response.

When RingCentral learns of or discovers a security event which impacts Protected Data, RingCentral will notify Customer without undue delay and will take commercially reasonable steps to isolate, mitigate, and/or remediate such event.

Master Services Agreement Page 20 of 20

13. Business Continuity and Disaster Recovery
A. Business Continuity
RingCentral:
i. Ensures that responsibilities for service continuity are clearly defined and documented and have been allocated to an individual with sufficient authority.
ii. Has a business continuity plan (BCP) in place designed to provide ongoing provision of the Services to Customer. iii. Develops, implements, and maintains a business continuity management program to address the needs of the business and Services provided to the Customer. To that end, RingCentral completes a minimum level of business impact analysis, crisis management, business continuity, and disaster recovery planning. iv. Ensures that the scope of the BCP encompasses all relevant locations, personnel and information systems used to provide the Services.
v. Ensure that its BCP includes, but is not limited to, elements such location workarounds, application workarounds, vendor workarounds, and staffing workarounds, exercised at minimum annually. vi. Reviews, updates, and tests the BCP at least annually.

B. Disaster Recovery
RingCentral:
i. Maintains a disaster recovery plan, which includes, but is not limited to, infrastructure, technology, and system(s) details, recovery activities, and identifies the people/teams required for such recovery, exercised at least annually. ii. Ensures that the disaster recovery plan addresses actions that RingCentral will take in the event of an extended outage of service.
iii. Ensures that its plans address the actions and resources required to provide for (i) the continuous operation of RingCentral, and (ii) in the event of an interruption, the recovery of the functions required to enable RingCentral to provide the Services, including required systems, hardware, software, resources, personnel, and data supporting these functions.

12.J.

AGENDA

STAFF REPORT

MEETING DATE: 3/17/2026 AGENDA SECTION: CONSENT CALENDAR

SUBJECT:

Purchase of four (4) 2026 Chevrolet Silverado EV trucks from Keller Chevrolet of Hanford, CA in the amount of $248,240.72 funded by fleet reserve funds and related enterprise funds, and approval of an appropriation of $14,780 from Fleet Reserves (0448) to fully fund the purchase.

RECOMMENDATION:

Recommendation:

That the City Council, by motion, approve the purchase of four (4) 2026 Chevrolet Silverado EV trucks from Keller Chevrolet of Hanford, CA in the amount of $248,240.72 funded by fleet reserve funds and related enterprise funds, and approve an appropriation of $14,780 from Fleet Reserves (0448) to fully fund the purchase.

Recommended Motion:

I move to authorize the purchase of four (4) 2026 Chevrolet Silverado EV trucks from Keller Chevrolet of Hanford, CA in the amount of $248,240.72 funded by fleet reserve funds and related enterprise funds, and approve an appropriation of $14,780 from Fleet Reserves (0448) to fully fund the purchase.

BACKGROUND:

Four (4) vehicles assigned to the Wastewater Treatment Facility (WWTF), Water and Airport Divisions are scheduled for replacement and are included in the City's adopted Capital Improvement Program for FY26. Replacing these vehicles will assist the City of Hanford in meeting State mandates and maintain compliance with California Airboard (CARB) regulations.

City staff solicited quotes from Keller Chevrolet, Giant Chevrolet and National Auto Fleet Group.

Keller Chevrolet returned the lowest responsible quote at a cost of $62,060.18 per unit.

The vehicles scheduled for replacement and the divisions they support are listed below:

Truck #334- A 2006 Chevrolet Colorado assigned to the Wastewater Treatment Facility and currently has 112,332 miles and a lifetime repair cost of $7,403.

Truck #75- A 2008 Chevrolet Colorado assigned to the Water Division and currently has 111,274 miles and a lifetime repair cost of $13,858.

Truck #69- A 2003 Chevrolet S10 assigned to the Water Division and currently has 137,977 miles and a lifetime repair cost of $18,979.

Truck #63- A 2007 Chevrolet Colorado assigned to the Municipal Airport and currently has 101,614 miles and a lifetime repair cost of $19,927.

FISCAL IMPACT:

Each vehicle has an allocated budget of $58,366 in the adopted Capital Improvement Program, for a total budget of $233,464. An additional $14,780 from the Fleet Reserves Fund (0448) is required to fully fund the purchase. Sufficient funding is available within the Fleet Reserves Fund (0448) to support this additional cost.

ATTACHMENTS:

1. Keller EV Quote

2. Giant Auto Quote

3. NAFG Quote

12.K.

AGENDA

STAFF REPORT

MEETING DATE: 3/17/2026 AGENDA SECTION: CONSENT CALENDAR

SUBJECT:

Approval of a Purchase Order with Interwest Consulting Group for Civil Engineering Plan Check Review Services for Copper Ridge Tract 945 Improvement Plans (SDIP25-0011), not to exceed $55,400.00.

RECOMMENDATION:

Recommendation: That the City Council, by Motion, approve a Purchase Order with Interwest Consulting Group of Roseville, CA for civil engineering plan check review services associated with the Copper Ridge Tract 945 Improvement Plans (SDIP25-0011) in an amount not to exceed $55,400.00.

Recommended Motion: I move to authorize the City Manager to approve a Purchase Order with Interwest Consulting Group of Roseville, CA for civil engineering plan check review services associated with the Copper Ridge Tract 945 Improvement Plans (SDIP25-0011) in an amount not to exceed $55,400.00.

BACKGROUND:

On December 3, 2024, the City Council approved the establishment of a pre-qualified list of Architecture and Engineering (A&E) Services Consultants to perform on-call professional services as needed. Interwest Consulting Group was selected under the General A&E Services category. The approval authorized the City Manager to award contracts (including Purchase Orders) to these firms for fees not to exceed the City Manager’s purchasing authority of $50,000. Any amount exceeding $50,000 requires City Council approval.

The Copper Ridge Tract 945 is a private development project (City EnerGov No. SDIP25-0011) with civil improvement plans prepared by the project engineer, QK, Inc. To complete the required City plan review, staff obtained a Plan Check Review Budget Estimate from Interwest Consulting Group dated February 12, 2026. The estimate assumes approximately 80 sheets of improvement plans and provides for up to three reviews of the civil engineering documents (including cover/notes, topo/demolition, storm drain/sewer/water master plans, grading, street plans/profiles, drainage study, engineer’s cost estimate, etc.). Review time is estimated at 277 hours at the approved hourly rate of $200 per hour, for a total Plan Check Estimate of $55,400.00.

In accordance with the City’s Master Fee Schedule, the project applicant has paid an Engineering Service Deposit in the amount of $138,940.43 (Invoice INV-00034155 dated 02/05/2026, paid in full per Receipt REC-028951-2026 dated 02/18/2026). This deposit is based on 1% of the estimated cost

of improvements plus 10% administration fee and will fund the City’s engineering plan review and related engineering project management services. Any unused funds will be refunded prior to the Notice of Completion as documented in the Reimbursement Agreement.

Because the estimated cost exceeds the City Manager’s $50,000 purchasing authority, City Council approval of this Purchase Order is required pursuant to the December 3, 2024 authorization and City purchasing policy.

FISCAL IMPACT:

There is no net fiscal impact to the General Fund, Capital Improvement Program budgets, or any other City fund. All costs for the plan check services will be fully covered by the Engineering Service Deposit already received from the project applicant. Per City policy, private development plan check and engineering services are charged to the applicant, with any unused portion of the deposit refunded upon project completion. Private utility costs are excluded from the City’s engineering plan review fee calculation.

ATTACHMENTS:

1. Civil PC Estimate

2. Invoice #00034155

3. Receipt #028951-2026

4. Interwest A&E Contract for Local Project

1 Jenner Street, Suite 160
Irvine, CA 92618

714-899-9039

February 12, 2026

City of Hanford
Re: Copper Ridge TR 945- Improvement Plans
City no.: SDIP25-0011
Engineer: QK Inc.

Plan Check Review Budget Estimate
Civil Engineering Documents Up to 3 reviews
The scope of the plans and documents will include the following:
• Improvement Plans – Assume 80 sheets
o Cover, Notes and Legend - 2 sheets 2 hours
o Topo and Demolition Plan – 4 sheets 6 hours
o Storm Drain / Sewer / Water Master Plans – 3 sheet 12 hours o Street Light Plan – 1 sheet 2 hours
o Grading Plan – 4 sheet 16 hours
o Basin Plan – 1 sheet 3 hours
o Grading Sections – 1 sheet 2 hours
o Street Cross Sections – 1 sheet 2 hours
o Street Plan and Profile – 23 sheets 92 hours
o Sewer and Water Plan and Profile – 23 sheets 69 hours o Wall Plan and Profile - 11 sheets 22 hours
o Signing and Striping Plan – 3 sheets 6 hours
o Details - 3 sheets 3 hours
• Drainage Study 24 hours
• Engineer’s Cost Estimate 4 hours
• Conditions of Approval Compliance 6 hours
• Geotechnical Report for reference only 2 hours
• Reference Plans and Documents 4 hours

Review Time Estimate: 277 hrs
Plan Check Hourly Rate: $200/hr
Plan Check Estimate: $55,400.00

INVOICE (INV-00034155)

FOR CITY OF HANFORD

BILLING CONTACT
Carmen Daulton
QK, Inc.
901 East Main Street
Visalia, CA 93292

INVOICE NUMBER INVOICE DATE INVOICE DUE DATE INVOICE STATUS INVOICE DESCRIPTION INV-00034155 02/05/2026 03/07/2026 ADMINISTRATION FEE IS REQUIRED, BASED ON 1% OF

THE ESTIMATED COST OF
IMPROVEMENTS + 10% ADMIN

FEE (INCLUDING ALL WORK

BEFORE AND AFTER POSTING OF
SECURITY). WHEN THE DEPOSIT
BALANCE REACHES 25% OF THE

ORIGINAL AMOUNT, THE

APPLICANT MUST REPLENISH IT
TO THE FULL ORIGINAL AMOUNT;

THIS CYCLE WILL CONTINUE
UNTIL PROJECT COMPLETION.

ANY UNUSED FUNDS WILL BE

REFUNDED PRIOR TO THE

NOTICE OF COMPLETION AS

DOCUMENTED IN THE
REIMBURSEMENT AGREEMENT.

PRIVATE UTILITY COSTS ARE
EXCLUDED FROM THE CITY’S

ENGINEERING PLAN REVIEW FEE
CALCULATION.

Paid In Full

REFERENCE NUMBER FEE NAME TOTAL
SDIP25-0011 Engineering Service Deposits $138,940.43
$138,940.43 SUB TOTALCopper Ridge Tract 945
TOTAL $138,940.43 REMITTANCE INFORMATION

CITY OF HANFORD
315 N Douty St.

Hanford, CA 93230
For questions regarding your invoice, please contact:

Business License: (559) 585-2512 or
[email protected]
Permits: (559) 585-2580 or [email protected]
Fire: (559) 585-2545 or [email protected]
* * * * * * * * * * * * * * * *

RECEIPT (REC-028951-2026)

FOR CITY OF HANFORD

BILLING CONTACT
Carmen Daulton
QK, Inc.
901 East Main Street
Visalia, Ca 93292
Payment Date: 02/18/2026
Reference Number Payment MethodFee Name Transaction Type Amount Paid SDIP25-0011 Check
#2625955
Fee Payment $138,940.43 Engineering Service Deposits
SUB TOTAL $138,940.43 Copper Ridge Tract 945
TOTAL $138,940.43

City of Hanford On Call Engineering Consultant

Interwest Consulting Group

CITY OF HANFORD

ARCHITECTURAL AND ENGINEERING SERVICES

CONSULTANT AGREEMENT FOR LOCAL PROJECTS
MARCH 2025

City of Hanford
900 S. 10th Avenue
Hanford, CA 93230

Name of Proir,:
-
_______
Consultanl
- -- - -
Date
Insurance General liability Automobile Liability Workers Compensation Professional liability A Nameof Company -A v’ t--’st AE G
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lj’.t’nsedin California ‘-f’ -f’ ,f’ licensed in California [‘-‘ Licensed iii Caiiforni,i BNarneofComrianv C -
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Licensed in California Licensed in California Licensed in California Scope of Insurance Commercial General Lianility Business Auto Liability Workers Compensation Professional Liability 9rrcnce Basis Code 1 (Any Auto) Per Statute Comp. Occurrence Basis Fmpluycir’s Liability insurance
Project Required limits of General Liability Q9per ocrurrence Auto I ability ..LO00 000 per arc.idenr $1,000,0 per accident $2,000,000 per accident Liability General Aggi egate I mit S4 .000,000
Contractors Provided General Liability $ loOa ,3) ijAuto Liability _,
Workers Comp L [,__
Professional Liability S € o L
lnsuiancc’ irn,t General Aggregate Limit $ ‘1 ,c,OQ1iY5 Umbrella Coverage amount $ 101 Umbrella Coverage amount S (G10Oi% De’iuctiblc or SIR Amount Amount Amount Amount
(l’r,’rProvisions City, Of1irers Officials as Additional insuredl City, Offirers, (ifficials as Additional Insured Waiver of Subrogation Waiver of Subrogation Insurance is Primary Insurance is Primary / 30 Day Cancellation Notification 30 Day Cancellation Notification ‘iL
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Reporting Provisions Waiver of Subrogation L’ Reporting Provisions Waiver of Subrogation 3D Day Cancellation Notification ‘.3D Day Cancellation Notification lnurc’r Acceptability Best’s Rating (A:Vll) — Best’s Rating (A VII) \— Best’s Rating (A:Vll) 4. — Best’s Rating (A VIII .-
Prier of Coverage Certificate Lndorsemonts Certificate I-ndorsements Certificate Endorsement’ Certificate Lndotsemene Subs covered under Prime Contractors Ins. Subs covered under Prime Contractors Ins Subs covered under Prime Contractors Ins Subs covered under Prime Contractors Ins Subs covered or have separate coverage Subs covered or have separate coverage Subs covered or have separate coverage Subs covered or have separate coverage F Additarnal flinrriiarv,ir
f’roiCrt Manager —
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PRODUCERCONTACT
NAME:LaurenMayer
McGriffInsuranceServicesLLCPHONEjFAX
2200N.CommerceParkway(A/C.No.ExtI:954-385-6022I(A/CNo):866-802-8684 E.MAIL
Suite200ADDRESS:[email protected]
WestonFL33326INSURER(S)AFFORDINGCOVERAGENAIC#
INSURERA:BerkshireHathawayHomestateInsCo20044
INSURED132SAFEBLLCINSURERB:EverestIndemnityInsuranceCompany10851 InterwestConsultingGroup,Inc. 444NClevelandAye;INSURERC:EverestPremierInsuranceCompany16045 LovelandCO80538INSURERD:BridgewayInsuranceCompany12489
INSURERE:GreatAmericanE&SInsuranceCompany37532
INSURERF:GreatAmericanE&SInsuranceCompany37532
COVERAGESCERTIFICATENUMBER:907179911REVISIONNUMBER:

THISISTOCERTIFYTHATTHEPOLICIESOFINSURANCELISTEDBELOWHAVEBEENISSUEDTOTHEINSUREDNAMEDABOVEFORTHEPOLICYPERIOD INDICATED.NOTWITHSTANDINGANYREQUIREMENT,TERMORCONDITIONOFANYCONTRACTOROTHERDOCUMENTWITHRESPECTTOWHICHTHIS

CERTIFICATEMAYBEISSUEDORMAYPERTAIN,THEINSURANCEAFFORDEDBYTHEPOLICIESDESCRIBEDHEREINISSUBJECTTOALLTHETERMS, EXCLUSIONSANDCONDITIONSOFSUCHPOLICIES.LIMITSSHOWNMAYHAVEBEENREDUCEDBYPAIDCLAIMS.

INSRALSUBRIPOLICYEFFPOUCYEXP
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PERSONAL&ADVINJURY$1,000,000
GEN’LAGGREGATELIMITAPPLIESPER:GENERALAGGREGATE$2,000,000 POLICYPRO-1
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OTHER:—$
—COMBINEDSINGLELIMIT$1,000,000 CAUTOMOBILELIABILITYYYCF3CA0033724110/3/202410/3/2025(Eaaccident) XANYAUTOBODILYINJURY(Perperson)$
OWNEDIISCHEDULEDBODILYINJURY(Peraccident)$ AUTOSONLYAUTOS AUTOSONLYAUTOSONLY(Peraccident) XHIREDNON-OWNEDPROPERTYDAMAGE$ —ExcessperoccIagg$1,000,000
DUMBRELLALIABXOCCUR“V8EA7XL00020790310/3/202410/3/2025EACHOCCURRENCE$10,000,000 E—

XEXCESSLIAB
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CIMS-MADEAGGREGATE$10,000,000
01117090310/3/202410/3/2025
DEDXRETENTION$n—$
AWORKERSCOMPENSATIONYSAWC5615865/12/20245/12/2025IPERII0TH-

ANDEMPLOYERSLIABILITYSTATUTEIER Y/N ANYPROPRIETORJPARTNER/EXECUTIVE OFFICERIMEMBEREXCLUDED?N/AE.L.EACHACCIDENT$1,000,000
(MandatoryinNH)E.L.DISEASE-EAEMPLOYEE$1,000,000
Ifyes,describeunder
DESCRIPTIONOFOPERATIONSbelow—E.L.DISEASE-POLICYLIMIT$1,000,000 FProfessionalLiabilityTER532587910/3/202410/3/2025EachClaim/Aggregate10,000,000 DESCRIPTIONOFOPERATIONS/LOCATIONS/VEHICLES(ACORD101,AdditionalRemarksSchedule,maybeattachedifmorespaceisrequired) Excesspol)cy#140002058effective10/03/2024-10/03/2025-QBEInsCorpNAIC#39217-Limits-$5,000,000partof$10,000,000Excessof$5,000,000.

Crimecoverage—FederalInsuranceCompany,NAIC20281-Policy#J06767825effective10/3/24-10/3/25;Limit$1,000,000DED$10,000.TechnologyErrors &OmissionsandCyberCoverage-CoalitionInsuranceCompanyNAIC#29530-Policy#C4LRSO25767CYBEReffective10/3/24-10/3/25.EachClaim/AGG $3,000,000DED$100,000.

RE:REQNo.2025-02ON-CALLArchitectura)&EngineeringServices.

TheCityanditsofficers,officials,employeesandvolunteersareadditionalinsuredonaprimaryandnon-contributorybasisasrespectstotheGeneralLiability &AutoLiabilitywhenrequiredbywrittencontract.WaiverofSubrogationappliestotheAuto&GeneralLiabilitypolicieswhenrequiredbywrittencontract.

CERTIFICATEHOLDERCANCELLATION

SHOULDANYOFTHEABOVEDESCRIBEDPOLICIESBECANCELLEDBEFORE

THEEXPIRATIONDATETHEREOF,NOTICEWILLBEDELIVEREDIN
ACCORDANCEWITHTHEPOLICYPROVISIONS.

CityofHanford
900South10thAvenue
AUTHORIZEDREPRESENTATIVE HanfordCA93230
L&PViØbDJWI
©1988-2015ACORDCORPORATION.Allrightsreserved.

ACYZR1CERTIFICATEOFLIABILITYINSURANCE
THISCERTIFICATEISISSUEDASAMAUEROFINFORMATIONONLYANDCONFERSNORIGHTSUPONTHECERTiFICATEHOLDER.THIS

CERTIFICATEDOESNOTAFFIRMATIVELYORNEGATIVELYAMEND,EXTENDORALTERTHECOVERAGEAFFORDEDBYTHEPOLICIES BELOW.THISCERTIFICATEOFINSURANCEDOESNOTCONSTITUTEACONTRACTBETWEENTHEISSUINGINSURER(S),AUTHORIZED REPRESENTATIVEORPRODUCER,ANDTHECERTIFICATEHOLDER.

IMPORTANT:IfthecertificateholderisanADDITIONALINSURED,thepolicy(ies)musthaveADDITIONALINSUREDprovisionsorbeendorsed.

IfSUBROGATIONISWAIVED,subjecttothetermsandconditionsofthepolicy,certainpoliciesmayrequireanendorsement.Astatementon thiscertificatedoesnotconferrightstothecertificateholderinlieuofsuchendorsement(s).

DATE(MM/DD/YYYY)
1/23/2025
ACORD25(2016/03)TheACORDnameandlogoareregisteredmarksofACORD

COMMERCIALGENERALLIABILITY
POLICYNUMBER:CF3GL00415241CG24041219
THISENDORSEMENTCHANGESTHEPOLICY.PLEASEREADITCAREFULLY.

WAIVEROFTRANSFEROFRIGHTSOFRECOVERY

AGAINSTOTHERSTOUS(WAIVEROFSUBROGATION)
Thisendorsementmodifiesinsuranceprovidedunderthefollowing:

COMMERCIALGENERALLIABILITYCOVERAGEPART

ELECTRONICDATALIABILITYCOVERAGEPART

LIQUORLIABILITYCOVERAGEPART

POLLUTIONLIABILITYCOVERAGEPARTDESIGNATEDSITES

POLLUTIONLIABILITYLIMITEDCOVERAGEPARTDESIGNATEDSITES

PRODUCTS/COMPLETEDOPERATIONSLIABILITYCOVERAGEPART

RAILROADPROTECTIVELIABILITYCOVERAGEPART

UNDERGROUNDSTORAGETANKPOLICYDESIGNATEDTANKS

SCHEDULE
NameOfPerson(s)OrOrganization(s):

ALLPERSONSORORGANIZATIONSASREQUIREDBYWRITTENCONTRACTWITHTHE NAMEDINSURED.THEWRITTENCONTRACTMUSTBESIGNEDPRIORTOTHEDATE OFTHE“BODILYINJURY”,“PROPERTYDAMAGE”,OR“PERSONALAND
ADVERTISINGINJURY”.

InformationrequiredtocompletethisSchedule,ifnotshownabove,willbeshownintheDeclarations.

ThefollowingisaddedtoParagraph8.TransferOf
RightsOfRecoveryAgainstOthersToUsof
SectionIV—Conditions:

Wewaiveanyrightofrecoveryagainsttheperson(s)
ororganization(s)shownintheScheduleabove
becauseofpaymentswemakeunderthisCoverage
Part.Suchwaiverbyusappliesonlytotheextentthat
theinsuredhaswaiveditsrightofrecoveryagainst
suchperson(s)ororganization(s)priortoloss.This
endorsementappliesonlytotheperson(s)or
organization(s)shownintheScheduleabove.

CG24041219©InsuranceServicesOffice,Inc.,2018Page1ofI

INSUREDCOPY

B.Withrespecttotheinsuranceaffordedtothese
additionalinsureds,thefollowingisaddedto
SectionIII—LimitsOfInsurance:

Ifcoverageprovidedtotheadditionalinsuredis
requiredbyacontractoragreement,themostwe
willpayonbehalfoftheadditionalinsuredisthe
amountofinsurance:

1.Requiredbythecontractoragreement;or

2.AvailableundertheapplicableLimitsof
InsuranceshownintheDeclarations;
whicheverisless.

Thisendorsementshallnotincreasethe
applicableLimitsofInsuranceshowninthe
Declarations.

Page2of2©InsuranceServicesOffice,Inc.,2012CG20370413D

INSUREDCOPY

POLICY NUMBER: CF3GL00415241 COMMERCIAL GENERAL LIABILITY THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

PRIMARY AND NONCONTRIBUTORY -

OTHER INSURANCE CONDITION
This endorsement modifies insurance provided under the following:

COMMERCIAL GENERAL LIABILITY COVERAGE PART

LIQUOR LIABILITY COVERAGE PART

PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART
The following is added to the Other Insurance (2) You have agreed in writing in a contract or Condition and supersedes any provision to the agreement that this insurance would be contrary: primary and would not seek contribution
Primary And Noncontributory Insurance from any other insurance available to the additional insured.This insurance is primary to and will not seek contribution from any other insurance available to
an additional insured under your policy provided
that:
(1) The additional insured is a Named Insured
under such other insurance; and
CG 20 0112 19 © Insurance Services Office, Inc., 2018 Page 1 of I

INSURED COPY

POLICYNUMBER:CF3GL00415241

COMMERCIALGENERALLIABILITY
CG20260413
THISENDORSEMENTCHANGESTHEPOLICY.PLEASEREADITCAREFULLY.

ADDITIONALINSURED—DESIGNATED

PERSONORORGANIZATION
Thisendorsementmodifiesinsuranceprovidedunderthefollowing:

COMMERCIALGENERALLIABILITYCOVERAGEPART

SCHEDULE
InformationrequiredtocomrletethisSchedule,ifnotshownabove,willbeshownintheDeclarations.

ASectionII—WhoIsAnInsuredisamendedto
includeasanadditionalinsuredtheperson(s)or
organization(s)shownintheSchedule,butonly
withrespecttoliabilityfor“bodilyinjury”,“property
damage”or“personalandadvertisinginjury”
caused,inwholeorinpart,byyouractsor
omissionsortheactsoromissionsofthoseacting
onyourbehalf:

1.Intheperformanceofyourongoing
operations;or

2.Inconnectionwithyourpremisesownedbyor
rentedtoyou.

However:

1.Theinsuranceaffordedtosuchadditional
insuredonlyappliestotheextentpermittedby
law;and

2.Ifcoverageprovidedtotheadditionalinsured
isrequiredbyacontractoragreement,the
insuranceaffordedtosuchadditionalinsured
willnotbebroaderthanthatwhichyouare
requiredbythecontractoragreementto
provideforsuchadditionalinsured.

CG20260413
B.Withrespecttotheinsuranceaffordedtothese
additionalinsureds,thefollowingisaddedto
SectionIII—LimitsOfInsurance:

Ifcoverageprovidedtotheadditionalinsuredis
requiredbyacontractoragreement,themostwe
willpayonbehalfoftheadditionalinsuredisthe
amountofinsurance:

1.Requiredbythecontractoragreement;or

2.AvailableundertheapplicableLimitsof
InsuranceshownintheDeclarations;
whicheverisless.

Thisendorsement
applicableLimitsof
Declarations.
©InsuranceServicesOffice,Inc.,2012Page1ofI
NameOfAddWonalInsuredPerson(s)OrOrganization(s):

ANYPERSONORORGANIZATIONTHATENTEREDINTOAWRITTENCONTRACTWITH

THENAMEDINSUREDREQUIRINGSUCHPERSON(S)ORORGANIZATION(S)TOBE INCLUDEDASANADDITIONALINSUREDWITHRESPECTTOTHENAMEDINSURED’S

PERFORMANCEOFOPERATIONSORINCONNECTIONWITHANYPREMISEOWNEDOR RENTEDBYTHENAMEDINSURED.
shallnotincreasethe
Insuranceshowninthe

INSUREDCOPY

POLICY NUMBER: CF3GL00415241 COMMERCIAL GENERAL LIABILITY CG 20370413
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

ADDITIONAL INSURED - OWNERS, LESSEES OR

CONTRACTORS - COMPLETED OPERATIONS
This endorsement modifies insurance provided under the following:

COMMERCIAL GENERAL LIABILITY COVERAGE PART

PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART

SCHEDULE
Name Of Additional Insured Person(s)
Or Organization(s) Location And Description Of Completed Operations

NY PERSON OR ORGANIZATION NY LOCATION FOR WHICH THE
THAT ENTERED INTO A WRITTEN \IAMED INSURED’S WORK WAS

CONTRACT WITH THE NAMED PERFORMED FOR SUCH PERSON(S)

INSURED REQUIRING SUCH OR ORGANIZATION(S) FOR ANY
PERSON(S) OR ORGANIZATION(S) COMPLETED OPERATIONS.

TO BE INCLUDED AS AN
ADDITIONAL INSURED.

DR HORTON INC, ITS AFFILIATES LL LOCATIONS
\ND SUBSIDIARIES

C/O INSURANCE COMPLIANCE
P0 BOX 100085-DR
DULUTH, GA 30096
hntmation required to complete this Schedule, if not shown above, will be shown in the Declarations.

A. Section II — Who Is An Insured is amended to
include as an additional insured the person(s) or
organization(s) shown in the Schedule, but only
with respect to liability for “bodily injury” or
“property damage” caused, in whole or in part, by
“your work” at the location designated and
described in the Schedule of this endorsement
performed for that additional insured and
included in the “products-completed operations
hazard”.

However:

2. If coverage provided to the additional insured is
required by a contract or agreement, the
insurance afforded to such additional insured
will not be broader than that which you are
required by the contract or agreement to
provide for such additional insured.

1. The insurance afforded to such additional
insured only applies to the extent permitted
by law; and
CG 20370413 © Insurance Services Office, Inc., 2012 Page 1 of 2

INSURED COPY

POLICYNUMBER:CF3GLOO415241COMMERCIALGENERALLIABILITY
CG20100413
THISENDORSEMENTCHANGESTHEPOLICY.PLEASEREADITCAREFULLY.

ADDITIONALINSURED—OWNERS,LESSEESOR

CONTRACTORS-SCHEDULEDPERSONOR

ORGANIZATION
Thisendorsementmodifiesinsuranceprovidedunderthefollowing:

COMMERCIALGENERALLIABILITYCOVERAGEPART

SCHEDULE
NameOfAdditionalInsuredPerson(s)
OrOrganization(s)Location(s)OfCoveredOperations
ANYPERSONORORGANIZATIONTHATENTEREDALLLATNS INTOAWRITTENCONTRACTWITHTHENAMEDOC10

INSUREDREQUIRINGSUCHPERSON(S)OR

ORGANIZATION(S)TOBENAMEDASANADDITIONAL
INSUREDWITHRESPECTTOTHENAMEDINSURED’S

PERFORMANCEOFOPERATIONSATANYLOCATION

ONBEHALFOFSUCHPERSON(S)OR
ORGANIZATION(S).

A.SectionII—WhoIsAnInsuredisamendedtoincludeasanadditionalinsuredtheperson(s)or organization(s)shownintheSchedule,butonlywithrespecttoliabilityfor“bodilyinjury”,“propertydamage”or “personalandadvertisinginjury”caused,inwholeorinpart,by:

1.Youractsoromissions;or

2.Theactsoromissionsofthoseactingonyourbehalf;
intheperformanceofyourongoingoperationsfortheadditionalinsured(s)atthelocation(s)designated above.

However:

1.Theinsuranceaffordedtosuchadditionalinsuredonlyappliestotheextentpermittedbylaw;and

2.Ifcoverageprovidedtotheadditionalinsuredisrequiredbyacontractoragreement,theinsurance affordedtosuchadditionalinsuredwillnotbebroaderthanthatwhichyouarerequiredbythecontractor agreementtoprovideforsuchadditionalinsured.

CG20100413©InsuranceServicesOffice,Inc.,2012Page1of4

INSUREDCOPY

B. With respect to the insurance afforded to these additional insureds, the following additional exclusions apply:

This insurance does not apply to “bodily injury” or “property damage” occurring after:

1. All work, including materials, parts or equipment furnished in connection with such work, on the project (other than service, maintenance or repairs) to be performed by or on behalf of the additional insured(s) at the location of the covered operations has been completed; or

2. That portion of “your work” out of which the injury or damage arises has been put to its intended use by any person or organization other than another contractor or subcontractor engaged in performing operations for a principal as a part of the same project.

INSURED COPY

POLICYNUMBER:CF3CA00337241COMMERCIALAUTO
CA04221120
THISENDORSEMENTCHANGESTHEPOLICY.PLEASEREADITCAREFULLY.

EARLIERNOTICEOFCANCELLATIONPROVIDEDBYUS
Thisendorsementmodifiesinsuranceprovidedunderthefollowing:

AUTODEALERSCOVERAGEFORM

BUSINESSAUTOCOVERAGEFORM

MOTORCARRIERCOVERAGEFORM
Withrespecttocoverageprovidedbythisendorsement,theprovisionsoftheCoverageFormapplyunless modifiedbythisendorsement.

NamedInsured:SAFEBUILT,LLC
EndorsementEffectiveDate:10/03/2024

SCHEDULE
NumberOfDays’Notice:
30 InformationrequiredtocompletethisSchedule,ifnotshownabove,willbeshownintheDeclarations.

Foranystatutorilypermittedreasonotherthan
nonpaymentofpremium,thenumberofdaysrequired
fornoticeofcancellation,asprovidedinParagraph2.
ofeithertheCancellationCommonPolicyCondition
orasamendedbyanapplicablestatecancellation
endorsement,isincreasedtothenumberofdays
shownintheScheduleabove.

CA04221120©InsuranceServicesOffice,Inc.,2019Page1ofI

INSUREDCOPY

COMMERCIAL AUTO
POLICY NUMBER: CF3CA00337241 ECA 2450904 14
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

PRIMARY AND NONCONTRIBUTORY -

OTHER INSURANCE CONDITION - BLANKET
This endorsement modifies insurance provided under the following:

BUSINESS AUTO COVERAGE PART
Paragraph c. of the Other Insurance General
Condition is replaced by the following:
c. Regardless of the provisions of Paragraph a.
above, this Coverage Form’s Liability Coverage is
primary and we will not seek contribution from any
other insurance for any liability assumed under an
“insured contract” that requires liability to be
assumed on a primary noncontributory basis.

Additionally, only the coverage and limit of
insurance requirements of the “insured contract”
shall apply, and in no event shall those
requirements exceed the coverage and limits of
insurance provided under this policy.

ECA 24 509 04 14 Copyright, Everest Reinsurance Company, 2014 Page 1 of I Includes copyrighted material of Insurance Services Office, Inc., used with its permission

INSURED COPY

POLICYNUMBER:CF3CA00337241COMMERCIALAUTO
CA20481013
THISENDORSEMENTCHANGESTHEPOLICY.PLEASEREADITCAREFULLY.

DESIGNATEDINSUREDFOR

COVEREDAUTOSLIABILITYCOVERAGE
Thisendorsementmodifiesinsuranceprovidedunderthefollowing:

AUTODEALERSCOVERAGEFORM

BUSINESSAUTOCOVERAGEFORM

MOTORCARRIERCOVERAGEFORM
Withrespecttocoverageprovidedbythisendorsement,theprovisionsoftheCoverageFormapplyunless modifiedbythisendorsement.

Thisendorsementidentifiesperson(s)ororganization(s)whoare“insureds”forCoveredAutosLiabilityCoverage undertheVVhoIsAnInsuredprovisionoftheCoverageForm.Thisendorsementdoesnotaltercoverage providedintheCoverageForm.

Thisendorsementchangesthepolicyeffectiveontheinceptiondateofthepolicyunlessanotherdateisindicated below.

NamedInsured:

EndorsementEffectiveDate:

SCHEDULE
NameOfPerson(s)OrOrganization(s):

ALLPERSONSORORGANIZATIONSASREQUIREDBYWRITTENCONTRACTWITHTHE NAMEDINSURED.THEWRITTENCONTRACTMUSTBESIGNEDPRIORTOTHEDATE OFTHE“ACCIDENT”.

InformationrequiredtocompletethisSchedule,ifnotshownabove,willbeshownintheDeclarations.

EachpersonororganizationshownintheScheduleis
an“insured”forCoveredAutosLiabilityCoverage,but
onlytotheextentthatpersonororganizationqualifies
asan“insured”undertheWhoIsAnInsured
provisioncontainedinParagraphAl.ofSectionII—
CoveredAutosLiabilityCoverageintheBusiness
AutoandMotorCarrierCoverageFormsand
ParagraphD.2.ofSectionI—CoveredAutos
CoveragesoftheAutoDealersCoverageForm.

CA20481013©InsuranceServicesOffice,Inc.,2011Page1ofI

INSUREDCOPY

COMMERCIAL AUTO
POLICY NUMBER: CF3CA00337241 ECA 24503 02 14
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

WAIVER OF TRANSFER OF RIGHTS OF RECOVERY

AGAINST OTHERS TO US
This endorsement modifies insurance provided under the following:

AUTO DEALERS COVERAGE FORM

BUSINESS AUTO COVERAGE FORM

MOTOR CARRIER COVERAGE FORM

SCHEDULE
Name of Person or Organization:

ALL PERSONS OR ORGANIZATIONS AS REQUIRED BY WRITTEN CONTRACT WITH THE NAMED INSURED. THE WRITTEN CONTRACT MUST BE SIGNED PRIOR TO THE DATE OF THE ‘ACCIDENT”.
(If no entry appears above, information required to complete this endorsement will be shown in the Declarations as applicable to this endorsement.)
The TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO US Condition is amended by the addition of the following:

We waive any right of recovery we may have against the person or organization shown in the Schedule above because of payments we make for an “accident” or “loss”, provided that you are required under a written agreement to waive your rights of recovery. The written agreement must be made prior to the date of the “accident” or “loss”. This waiver applies only to the person or organization shown in the Schedule above.

ECA 24 503 02 14 Copyright, Everest Reinsurance Company, 2014 Page 1 of I D Includes copyrighted material of Insurance Services Office, Inc., used with its permission.

INSURED COPY

(ed.O1-1)

WAIVEROFOURRIGHTTORECOVERFROMOTHERSENDORSEMENT-CALIFORNIA

BLANKETBASIS
Wehavetherighttorecoverourpaymentsfromanyoneliableforaninjurycoveredbythispolicy.Wewillnotenforce ourrightagainstthepersonororganizationnamedintheSchedule.(Thisagreementappliesonlytotheextentthatyou performworkunderawrittencontractthatrequiresyoutoobtainthisagreementfromus.) Theadditionalpremiumforthisendorsementshallbecalculatedbyapplyingafactorof2%tothetotalmanual premium,withaminimuminitialchargeof$350,thenapplyingallotherpricingfactorsforthepolicytothiscalculated chargetoderivethefinalcostofthisendorsement.

ThisagreementshallnotoperatedirectlyorindirectlytobenefitanyonenotnamedintheSchedule.

Schedule
BlanketWaiver
PersonlOrganizationBlanketWaiver—AnypersonororganizationforwhomtheNamedInsuredhas agreedbywrittencontracttofurnishthiswaiver.

JobDescriptionWaiverPremium(priortoadjustments)
AllCAOperations3697.00
Thisendorsementchangesthepolicytowhichitisattachedandiseffectiveonthedateissuedunlessotherwisestated. (Theinformationbelowisrequiredonlywhenthisendorsementisissuedsubsequenttopreparationofthepolicy.) EndorsementEffective:05/12/2024PolicyNo.:SAWC561586EndorsementNo.:

Insured:Premium$
InsuranceCompany:BerkshireHathawayHomestateInsCo
Countersignedby
WC990410C
(Ed.01-19)

FormW—9RequestforTaxpayerGiveformtothe
(Rev.March2024)IdentificationNumberandCertificationrequester.Donot Gotowww.lragcvlrormWsforInstructIonsandthelatestinformation.sendtotheIRS.

Beforeyoubegin.ForguidancerelatedtothepurposeofFormW-9.seePurposeofForm,below. 1Nameofentity/individual.Atentryisrequired.(Forasoleproprietorordisregardedentity,entertheownersnameonlIne1,andenterthebtsinessfdisregarded entity’snameonline24
InterwestConsultingGroup,Inc.
2Businessname/disregardedentityname,ifdifferentfromabove. 3aChecktheappropriateboxfarfederaltaxclassilicationoftheentity/individualwhosenameisenteredonline1.Check4Exemptions(codesapplyonlyto onlyoneofthefollowingsevenboxes.certainentities,notindividuals; seeinstructionsonpage3): Individual/soleproprietor17)CcorporationEScorporation[1PartnershpLITrust/estate ULIC.Enterthetaxclassification(C=Ccorporation,S=Scorporation.P=Partnership).. _______
Exemptpayeecodeftany)
Mote:ChecktheLLC”boxaboveand,intheentryspace,entertheappropriatecode(C,S.orF’)forthetas classificationoftheLLC,unlessitisadisregardedentity.AdisregardedentityshouldinsteadchecktheappropriateExemptionfromForeignAccountTax boxforthetaxclassificationofitsowner.ComplianceAct(FATCA)reporting [1Other(seeinstructions)code(ifany)
3bIfonline3ayouchecked“Partnership”or‘Trust/estate,”orcheckedtLtY’andentered“P’asitstaxclassification,liesfoaccountsmaintained andyouareprovidingthisformtoapartnership,tmst,orestateinwhichyouhaveanownershipinterestcheck4ledStates thisboxifyouhaveanyforeignpartners,owners,orbeneficiaries.Seeinstructions.[] 01)e
SAddress(number,street.andapt.orsuiteno.).Seeinstructions.Requestersnameandaddress(optional] 444N.ClevelandAve1Suite444
SCity,state,andZIPcode
Loveland1CO80537
7Listaccountnumber(s)here(optional)
fliiTaxpayerIdentificationNumber(TIN)
___________________________
EnteryourTINintheappropriatebox.TheTINprovidedmustmatchthenamegivenonline1toavoidSocialsecuritynumberI backupwithholding.Forindividuals,thisisgenerallyyoursocinlsecuritynumber(SSN).However,fora residentalien,soleproprietor,ordisregardedentity,seetheinstructions(orPartI,later.Forother—— entities,itisyouremployeridentificationnumber(EIN).Ityoudonothaveanumber,seeHowtogetaor TIN,later.EmployerIdentificationnumber Note:Iftheaccountisinmorethanonename,seetheinstructionsforline1.SeealsoWhatNameand NumberToGivetheRequesterforguidelinesonwhosenumbertoenter.73—1630909 Ii1flhICertification
UnderpenaltiesoFperjury,Icertifythat:

1.Thenumbershownonthisformismycorrecttaxpayeridentificationnumber(orIamwaitingforanumbertobeissuedtome);and

2.Iamnotsubjecttobackupwithholdingbecause(a)Iamexemptfrombackupwithholding,or(b)IhavenotbeennotifiedbytheInternalRevenue Service(IRS)thatIamsubjecttobackupwithholdingasaresultofafailuretoreportallinterestordividends,or(c)theIRShasnotifiedmethatIam nolongersubjecttobackupwithholding;and

3.IamaU.S.citizenorotherU.S.person(definedbelow);and

4.TheFATCAcode(s)enteredonthisform(ifany)indicatingthatIamexemptfromFATCAreportingiscorrect.

CertificationInstructions.Youmustcrosscutitem2aboveifyouhavebeennotifiedbytheIRSthatyouarecurrentlysubjecttobackupwithholding becauseyouhavefailedtoreportallinterestanddividendsonyourtaxretum.Forrealestatetransaot’cns,item2doesnotapply.FormortgageInterestpaid. acquisitionorabandonmentofsecuredproperty,cancellationofdebt,contributionstoanindividualretirementarrangement(IRA),and,generally,payments otherthaninterestanddividends,youarenotrequiredtosignthecertification,butyoumustprovideyourcorrectTIN.SeetheinstructionsforPartII,later. rztqLtfrczf47.,DateJ))73tej
Newline3bhasbeenaddedtothisform.Aflow-throughentityis
requiredtocompletethislinetoindicatethatfthasdirectorindirect foreignpartners,owners,orbeneficiarieswhenitprovidestheFormW-9 toanotherflow-throughentityinwhichithasanownershipinterest.This changeisintendedtoprovideaflow-throughentitywithinformation regardingthestatusofitsindirectforeignpartners,owners,or beneficiaries,sothatitcansatisfyanyapplicablereporting
requirements.Forexample,apartnershipthathasanyindirectForeign partnersmayberequiredtocompleteSchedulesK-2andK-3.Seethe PartnershipInstructionsforSchedulesK-2and((-3(Form1065).

PurposeofForm
Anindividualorentity(FormW-9requester)whoIsrequiredtofilean informationreturnwiththeIRSisgivingyouthisformbecausethey a’0)
ata.

C0
H‘c
I-
Sign
Here
GenerallnstrutttnsC)
SectionreferencesaretothetnternalRevenueCodeunlessotherwise noted.

Futuredevelopments.Forthelatestinformationaboutdevelopments relafedtoFormW-9anditsinstructions,suchaslegislationenacted aftertheywerepublished,gotowww.iis.gov/FormW9.

What’sNew
Line3ahasbeenmodifiedtoclarifyhowadisregardedentitycompletes thisline.AnLICthatisadisregardedentityshouldcheckthe
appropriateboxforthetaxclassificationofitsowner.Otherwise,it shouldcheckthe“LLC”boxandenteritsappropriatetaxclassification.

Cat.No.1O23tXFormW—9(Rev.3-20241

AMBestRatingServices
GreatAmericanE&SInsuranceCompany
I
]AMB#:003837NAIC#:37532FEIN#:310954439
MailingAddress
301E.FourthStreet
Cincinnati,Ohio45202
UnitedStates
Web:ww.greatamericaninsurancegpcQrn
Phone:513-369-5000
Fax:513-369-5830
ViewAdditionalAddressInformation
AMBestRatingUnit:AMB#:005990-GreatAmericanInsuranceComprjjs Assignedtoinsurancecompaniesthathave,inouropinion,asuperiorabilitytomeettheirongoinginsuranceobligations.

GD
Viewadditionalreportsandproductsforthiscompany.

BasedonAMBest’sanalysis,058317-AmericanFinancialGroup.lncistheAMBUltimateParentandidentifiesthetopmostentityof thecorporatestructure.ViewalistofQperatinginsuranceentitiesinthisstructure.

Best’sCreditRatings
FinancialStrengthViewDefinitionBest’sCreditRatingAnalyst Rating(RatingCategory):A+(Superior)RatingOffice:A.M.BestRatingServices,Inc.

AffiliationCode:r(Reinsured)AssociateDirector:RaymondThomson,PCU,ARe,ARM Outlook(orImplication):StableDirector:DoniellaPuss
Action:AffirmedNote:SeetheDisclosureinformationFormorPressReleasebelowfor EffectiveDate:December11,2024theofficeandanalystatthetimeoftheratingevent.

InitialRatingDate:June30,1980
DisclosureInformation
Long-TermIssuerCreditViewDefinition
DisclosureInformationForm
ViewAMBestsRatingDisclosureForm Rating(RatingCategory):aa-(Supenor) Outlook(orImplication):StablePressRelease
Action:AffirmedAMBestAffirmsCreditRatingsofAmericanFinancial Group,Inc.andItsKeyOperatingSubsidiaries EffectiveDate:December11,2024- _______________
—
____________
December11,2024
InitialRatingDate:June17,2005
FinancialSizeCategoryViewDefinition
FinancialSizeCategory:XV(GreaterthanorEqualtoUSD2.00
Billion)
IIA

AMBestRatingServices
GreatAmericanE&SInsuranceCompany
Siri
JAMB#:003837NAIC#:37532FEIN#:310954439
MailingAddress
301E.FourthStreet
Cincinnati,Ohio45202
UnitedStates
Web:wwgreatamericaninsurancegroup_cQrn
Phone:513-369-5000
Fax:513-369-5830
ViewAdditionalAddressInformation
AMBestRatingUnit:AMB#:005990-GreatAmericanInsuranceCompnjs Assignedtoinsurancecompaniesthathave,inouropinion,asuperiorabilitytomeettheirongoinginsuranceobligations.

GD
Viewadditionalnew,reportsandproductsforthiscompany.

BasedonAMBest’sanalysis,058317-AmericanFinancialGroujj.istheAMBUltimateParentandidentifiesthetopmostentityof thecorporatestructure.Viewalistofpperatinginsuranceentitiesinthisstructure.

Best’sCreditRatings
FinancialStrengthViewDefinitionBest’sCreditRatingAnalyst Rating(RatingCategory):A+(Superior)RatingOffice:A.M.BestRatingServices,Inc.

AffiliationCode:r(Reinsured)AssociateDirector:RaymondThomson,CPCU,ARe,ARM Outlook(orImplication):StableDirector:DoniellaPuss
Action:AffirmedNote:SeetheDisclosureinformationFormorPressReleasebelowfor EffectiveDate:December11,2024theofficeandanalystatthetimeoftheratingevent.

InitialRatingDate:June30,1980
DisclosureInformation
Long-TermIssuerCreditViewDefinition
DisclosureInformationForm
ViewAMBest’sRatingDisclosureForm Rating(RatingCategory):aa-(Superior) Outlook(orImplication):StablePressRelease
Action:AffirmedAMBestAffirmsCreditRatingsofAmericanFinancial GroupInc.andItsKeyOperatingSubsidiaries EffectiveDate:December11,2024- _______________—____________
December11,2024
InitialRatingDate:June17,2005
FinancialSizeCategoryViewDefinition
FinancialSizeCategory:XV(GreaterthanorEqualtoUSD2.00
Billion)
11,1

AMBestRatingServices
BridgewayInsuranceCompany
LIIB]AMB#:020791NAIC#:12489FEIN#:203901790
MailingAddress
555CollegeRoadEast-P.O.Box5241
Princeton,NewJersey08543
UnitedStates
Web:www.munichreamerica.com
Phone:609-243-4200
Fax:609-243-4257
ViewAdditionalAddressInformation
AMBestRatingUnit:AMB#:086577-MunichReinsuranceCompy.

Assignedtoinsurancecompaniesthathave,inouropinion,asuperiorabilitytomeettheirongoinginsuranceobligations.

Viewadditionalreportsandproductsforthiscompany.

BasedonAMBest’sanalysis,085011-MunichReinsuranceCompyistheAMBUltimateParentandidentifiesthetopmostentityof thecorporatestructure.ViewalistofQpjginsuranceentitiesinthisstructure.

Best’sCreditRatings
FinancialStrengthViewDefinitionBest’sCreditRatingAnalyst Rating(RatingCategory):A+(Superior)RatingOffice:A.M.BestRatingServices,Inc.

AffiliationCode:g(Group)Director:GregoryDickerson
Outlook(orImplication):StableDirector:StevenM.Chirico,CPA Action:AffirmedNote:SeetheDisclosureinformationFormorPressReleasebelowfor EffectiveDate:July18,2024theofficeandanalystatthetimeoftheratingevent.

InitialRatingDate:April16,2020
DisclosureInformation
Long-TermIssuerCreditViewDefinition
DisclosureInformationForm
ViewAMBest’sRatingDisclosureForm Rating(RatingCategory):aa(Superior) Outlook(orImplication):StablePressRelease
Action:AffirmedAMBestAffirmsCreditRatingsofMunichReinsurance EffectiveDate:July18,2024andItsSubsidiaries
July18,2024
InitialRatingDate:April16,2020
ViewAMBest’sjjjgReviewForm
FinancialSizeCategoryViewDefinition
FinancialSizeCategory:XV(GreaterthanorEqualtouSD2.00
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AMBestRatingServices
EverestPremierInsuranceCompany
[
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]AMB#:023090NAIC#:16045FEIN#:812926232
MailingAddress
100EverestWay,WarrenCorporateCenter
Warren,NewJersey07059
UnitedStates
Web:www.everestglobal.com
Phone:908-604-3000
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andItsSubsidiaries
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Ihi

AMBestRatingServices
EverestIndemnityInsuranceCompany
eU]AMB#:012096NAIC#:10851FEIN#:223520347
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Warren,NewJersey07059
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Web:www.everestglobal.com
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BerkshireHathawayHomestateInsuranceCompany
ttLirsajAMB#:004207NAIC#:20044FEIN#:470529945
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www.interwestgrp.com

CITY OF HANFORD
Statement of Qualifications -
On-Call Architectural and Engineering Consultant
Services
MAIN PROPOSAL CONTACT:

Elizabeth Alsky
Account Manager
949.731.4000
[email protected]
September 12, 2024 | 2:00 PM
www.interwestgrp.com

THOUGHTFUL SOLUTIONS. THRIVING COMMUNITIES.

TABLE OF CONTENTS
A.Introductory Lett er ................ ............................. ..............4 B.Executive Summary ................ ............................. .............6 C.Consultant Information, Qualifications, & Experience.... ..9 D. Or ganization & Approach .............................................. 20 E. Scope of W ork ................................................................ 39 F . Confl ict of Interest Statement ....................................... 57 G. Litigation ........................................................................ 59 H. Contract Agr eement ...................................................... 61 Appendix A - Required Forms per the RFQ.

Introductory Letter A.

1171 West Shaw Ave., Suite 102
Fresno, CA 93711
559.448.9839
City of Hanford | On-Call Architectural and Engineering Consultant Services 4 A. | Introductor y Letter
September 12, 2024
Attn: Lisa Dock, City Engineer
City of Hanford
Utilities and Engineering Department
900 S. 10th Avenue
Hanford, CA 93230
RE: Request For Qualifications (RFQ) for No. 2025-02, On-Call Architectural and Engineering Consultant Services Dear Selection Committee:

Interwest Consulting Group (Interwest) understands that the City of Hanford (City) is seeking services for On-Call Architectural and Engineering Consultant Services. Our team is responding to the service lines of Civil Engineering, Transportation Design, Plan Check, Landscape Design, Construction Management and Inspection, and Utility Design specific to water and sewer. Our team has had the pleasure of working with the City for various services and we look forward to expanding our relationship with your community. With this in mind, we have an excellent working knowledge of similar city’s projects and processes and are prepared to move ahead in meeting the needs of your community with the expectations and goals that are unique to your City. For this effort, we will provide a highly qualified and appropriately-licensed staff to deliver these services.

Our staff at Interwest build relationships with our clients that extend far beyond the provision of day-to-day services. Our team has the proven ability to work collaboratively and communicate effectively with client staff to work towards common goals. We will coordinate with the City staff to ensure that deadlines and expectations are clearly defined and stringently met. We strive to work collaboratively with the Department of Public Works and other City personnel, applicants, and designers to resolve issues as efficiently as possible to expedite processes with our focus being the successful delivery of services. We are committed and flexible to provide the City with services that meet their individual needs.

Steve Kooyman, PE, will serve as the Project Manager to the City. Steve will oversee the day-to-day operations of these services. Elizabeth Alsky will serve as the Account Manager and Primary Contact to the City. Elizabeth will be responsible for ensuring increasing levels of client satisfaction throughout the life of the contract by performing periodic Client Health Checks, a service uniquely provided by Interwest. Elizabeth may be contacted at 949.731.4000 or [email protected].

We hope the qualifications demonstrated in this package will encourage the City to continue to work with Interwest’s exceptionally talented and experienced consultant staff.

As President of Interwest, I am authorized to bind the firm contractually, sign any agreements that may result from this proposal, and will provide contract support to the proposed Interwest team. Should any questions arise, please contact me at 619.372.9962 or via email at [email protected]. We received and acknowledge the City’s Addendum No. 1, No. 2, and No. 3.

Sincerely,
Paul Meschino, President

Executive Summary B.

6 THOUGHTFUL SOLUTIONS. THRIVING COMMUNITIES.

City of Hanford | On-Call Architectural and Engineering Consultant Services B. | Executi ve Summary
Interwest has had the pleasure of successfully serving the City of Hanford for a variety of municipal services since 2021.

Our management team will include: Steve Kooyman, PE - Project Manager; Scott Harrison, CPRP - Assistant Project Manager; Tyrone Chesapeake, PE - Construction Manager; and Rylan Spraldin, CCM, CBC - Construction Manager and Inspector.

Interwest partners with communities to provide a high-level of service for homeowners, building owners, contractors, and local, state and federal government agencies. We primarily serve public agency clients, typically in staff augmentation and program management roles. We believe our commitment to public agency clients is important since it allows us to avoid any real or perceived issues regarding conflicts of interest.

We work to exceed goals and standards of service through:
• Our expert knowledge of engineering services and construction industries; • Our helpful and professional approach; and
• Our commitment to timely service and communication.

The seamless integration of municipal service professionals in support of public agencies has been our purpose since Interwest formed in 2002. Interwest was founded by individuals with a passion for serving municipalities. We currently employ mor
e than 400 employees spanning a multitude of disciplines within public works, city engineering, traffic engineering, and building safety departments throughout California.

We thoroughly understand the challenges and requirements of municipal governments since many of our staff have held senior and execut
ive management positions with numerous California cities. Our staff includes former Public Works Dir
ectors, City Engineers, Capital Projects Managers, Traffic Engineers, and Chief Building Officials.

This background and experience is important because serving as a local agency representative requires a high-level of sensitivity towards community and special interest group issues. Accordingl y, our professional staff truly understands and values the importance of maintaining a focus on representing the interests of our public agency clients in a manner which refl
ects positively on the cities, counties, and districts we serve.

Interwest’s Core Values
Our core values embody our approach to our working relationships, as well as our philosophy in providing services. Our team stands apart from others by remaining dedicated to a client-centered method based on our core values - Service, Integrity
, Improvement, Teamwork, and Respect. It is our goal to help support the foundation for how to best achieve our cl
ient’s goals and priorities. We become a seamless extension of your team, utilizing our mission, vision and core values to guide our efforts throughout the process. Together we can meet your objectives to invigorate your culture through scalable, sustainable, and affordable business practices.

7 THOUGHTFUL SOLUTIONS. THRIVING COMMUNITIES.

City of Hanford | On-Call Architectural and Engineering Consultant Services Keys to Interwest’s Success
• Providing all services in a coordinated, cost-effective, and transparent manner; • Providing our clients with experienced and well-qualified individuals to meet and exceed goals set for any assigned project(s);
• Providing a high-level of customer service for internal and external customers; • Taking a partnering versus regulatory approach; and
• Balancing the need to ensure conformance to standards and regulations with the need for predictability, uniformity, and efficiency.

Relying on our deep experience with current practices and regulations, we are dedicated to reaching successful outcomes for our public agency clients. Our professional staff truly understands and values the importance of maintaining a focus on representing the interests of our public agency clients in a manner which reflects positively on the cities, counties, and districts we serve. This experience provides our team with creative solutions or alternative approaches to design depending on the needs of the client.

Advantages of Choosing Interwest
Our solid reputation as an industry leader demonstrates our knowledge, flexibility, and cost efficiencies, giving us the reliability your municipality needs in a team. Our people love what they do and eagerly contribute solutions and recommendations that are proven, time-tested, and specific to your needs, providing the following fundamental elements:

Focus on Service. Because we serve many municipalities and agencies, we are constantly improving and adapting to provide our clients with superior services. Our varied experience with other communities helps to keep the services we provide the most efficient possible while maintaining our commitment to service excellence.

Tailored, Responsive Services. Our team is skilled at assessing time commitments, developing an accurate work plan, and applying dedicated, professional personnel. We quickly fine-tune staffing levels to match changes in activity – always maintaining the highest level of customer service. We hand-pick staff, uniquely qualified and experienced, to deliver the exact services requested. We create customized workflows to provide our clients with services that ensure all critical steps are followed through the permit issuance process.

Effective Coordination with other Agencies and Departments. Our people are trained in promoting collaboration and cooperation with other departments and agencies.

A Wealth of Industry Experience. We maintain staff fully licensed and certified at the highest level of industry standards.

To keep our personnel on the industry’s cutting edge, many serve as educational instructors and lecturers, as well as sit on leading boards and committees for organizations developing and implementing important code regulations.

We are excited to expand our partnership with the City so that we can continue to work together to create a better future for your community!

Consultant Information,
Qualifications, & Experience C.

9 THOUGHTFUL SOLUTIONS. THRIVING COMMUNITIES.

City of Hanford | On-Call Architectural and Engineering Consultant Services C. | Consultant Information,
Qualifications, and Experience
Interwest has extensive experience and a proven track record of successfully providing turn-key services for construction management and inspection services to public agencies for 22 years. We currently serve more than 330 public agencies, providing municipal engineering and a variety of community development services.

Interwest was founded by individuals with a passion for serving municipalities.

Our company of 400+ employees spans a multitude of disciplines, roles, and job placements to municipalities within building safety department services and public works departments throughout California.

Providing engineering services is at the core of our business. We have highly qualified staff and extensive resources throughout the state. Interwest is comprised of licensed Civil and Structural Engineers, Electrical Engineers, Fire Protection Engineers, and Mechanical Engineers registered in the State of California, ICC- certified and highly qualified Plans Examiners and Inspectors, Certified Access Specialists (CASp), licensed Architects, and other professionals specializing in providing complete building safety services to local government agencies.

Our staff has held senior and executive management positions within numerous California cities and public agencies, including the titles of Building Official, City Engineer, Public Works Director, Construction Manager, City Planner, and other management personnel. This depth of experience brings a high-level of knowledge and sensitivity towards community and special interest group issues. We value the importance of a focus that represents the interests of our public agency clients and reflects positively on the citizens they serve.

We furnish both technical excellence and a thorough understanding of the regulatory process to assist our clients through the sometimes-daunting complexities associated with the delivery of projects, implementation of important public programs, and adoption of significant public policy.

INTERWEST PROFILE

YEAR FOUNDED &
BUSINESS STRUCTURE:
2002, Corporation
FIRM CAPACITY:
400+ Employees

PROJECT OFFICE:
1171 West Shaw Ave., Ste.
102, Fresno, CA 93711

SERVICES INTERWEST
PROVIDES:

Building Department
Services
Municipal Engineering
City Planning
Construction Management
Traffic Engineering
Real Estate Property
Grant Writing & Administration

10 THOUGHTFUL SOLUTIONS. THRIVING COMMUNITIES.

City of Hanford | On-Call Architectural and Engineering Consultant Services Client
City of Hanford
317 N. Douty Street
Hanford, CA 93230
City ProjeCt Manager
Jason Waters
Deputy City Manager
559.585.2500 x4
[email protected]
ProjeCt Dates
2023—Present
serviCes ProviDeD
Traffic Engineering
CEQA Compliance
Civil Engineering
Construction Administration
Electrical Engineering
Feasibility Analysis
Irrigation Design
Landscape Architecture
Public Outreach
Streetscape Planning -
Analysis & Design
ConstruCtion Cost
$4.4 million
ProjeCt teaM
Scott Harrison, Project Manager
Herby Lissade, Traffic Engineer
Alex Camacho, Traffic Engineer
Glen Lewis, Civil Engineer
Sara Parsley, Senior Engineer
Dominick Mack, Landscape
Architect
Sophia Neves, Landscape Designer
Gianno Feoli, Director of
Landscape, & Urbanism
Subconsultant: UNICO Engineering

DOWNTOWN TRAFFIC AND PEDESTRIAN

IMPROVEMENTS
Hanford, CA
The City of Hanford is embarking on a visionary project to revitalize its downtown core, fostering a more vibrant and inclusive space for both motorists and pedestrians.

This initiative project prioritizes safety and accessibility while enhancing the overall aesthetic. In June 2022, the Hanford City Council allocated $4.4 million in American Rescue Plan Act (ARPA) funding towards a comprehensive downtown improvement project. This investment underscores the City’s commitment to creating a dynamic and sustainable urban environment. A thorough engineering report completed in December 2022 explored various scenarios and their impact on traffic flow, parking availability, future development plans, and budgetary considerations. Key recommendations aimed at improving pedestrian experience include the following:

Traffic Signal Optimization: Replacing the traffic signal at the intersection of Seventh and Douty Streets with a roundabout or another suitable traffic calming measure. Removing the traffic signal at Seventh and Irwin Streets and replacing it with all-way stop controls.

Road Diet Implementation: Reducing the number of travel lanes and their width on Douty Street, allowing for the conversion of the outer lanes to angled parking between Sixth and Eighth Streets.

Streetscape Design Integration: Implementing streetscape improvements along the project, which encompasses the strategic use of landscaping, street furniture, and potentially wider sidewalks to create a more inviting and pedestrian-friendly atmosphere, fostering a stronger connection between pedestrians and the surrounding businesses. Interwest is currently in the design phase of this project.

Roundabout Design: Interwest is currently assisting the City in the design of a roundabout. The Interwest Traffic Engineering team designed the roundabout and is currently coordinating the Civil Site design with the Interwest Civil Engineering design team, as well as coordinating the design with the City Engineering team.

UNICO provided land surveying services, including topographic surveying, right-of- way surveying and base mapping, as well as prepared plats and legal descriptions.

Similar Project Experience

City of Hanford | On-Call Architectural and Engineering Consultant Services 11 Client
City of Perris
101 N. D Street
Perris, CA 92570
City ProjeCt Manager
Sabrina Chavez
Director of Community Services
951.943.6603
[email protected]
ProjeCt Date
2019 - 2022
serviCes ProviDeD
Park Master Planning
FirM Fee’s
$ 488,565.00
ConstruCtion Cost
$ 10.5 Million (Estimated)
ProjeCt teaM
Bill Evans, Project Manager
The proposed project consisted of an active sports park. While many natural features of the site is retained, park development includes the introduction of hardscape and impermeable surfaces as well as turfed and landscaped areas. The park plan includes a multi-use field, child play area, toddler play area, restrooms, picnic shelters, hardscape, parking lots, bridges, trails, a basketball court, BMX course improvements, art rocks, a splash pad, a skating area, and a zip line.

Additionally, the project retains and incorporates some of the existing site features, such as Owl Rock, and formalize the unofficial BMX course that exists on the site.

There are three proposed entrances to the site; one at the intersection of Weston Road and Diana Street, and two entrances that form a horse-shoe drive adjacent to and accessible from Metz Road. The project includes on-site signing and road striping, improvement of the Weston Road and Metz Road to their full local street alignment along the project boundary, and appropriate sight distance measures in accordance with Caltrans standards. The project also includes the under-grounding of the electrical transmission line that traverses the southern portion of the site, the alignment will avoid the riparian area that is to be preserved in its natural state.

ENCHANTED HILLS PARK
Perris, CA

12 THOUGHTFUL SOLUTIONS. THRIVING COMMUNITIES.

City of Hanford | On-Call Architectural and Engineering Consultant Services Client
City of Moreno Valley
14177 Frederick St.

Moreno Valley, CA 92553
City ProjeCt Manager
Clement Jimenez, PE
Principal Engineer
951.413.3121
[email protected]
ProjeCt Dates
2016—Present
serviCes ProviDeD
Civil Engineering
Engineering Plan Check
Inspection Services
ContraCt value
$1 million
ProjeCt teaM
Stuart McKibbin, Project Manager
Matt Simonetti, Senior Engineer
Liban Preciado, Associate Engineer

ENGINEERING PLAN CHECK & INSPECTION SERVICES
Moreno Valley, CA
Interwest began serving the City of Moreno Valley in 2016. We currently provide engineering plan check services and on-call inspection services to the Land Development Department. Since 2019, we have provided plan check services for all improvement plans related to private development (excluding building and related plans), including of a variety of street improvement plans (widening, rehabilitation, and new); grading plans (mass grading, rough grading, and precise grading); parcel/ final maps; dedications, easements, vacations, quitclaims and parcel mergers; lot line adjustments; storm drainage plans; hydrology and hydraulic calculations and reports; engineer’s reports; as well as a variety of other types of construction improvement plans, erosion and sediment control plans, sewer improvement plans, and on-site improvement (grading and paving) plans. In addition to individual plan check review, Interwest provides site plans, tentative maps, and preliminary technical studies review during entitlement process including writing project conditions of approval.

13 THOUGHTFUL SOLUTIONS. THRIVING COMMUNITIES.

City of Hanford | On-Call Architectural and Engineering Consultant Services 13THOUGHTFUL SOLUTIONS. THRIVING COMMUNITIES.

City of Hanford | On-Call Architectural and Engineering Consultant Services Client
City of Fountain Valley
10200 Slater Avenue
Fountain Valley, CA 92708
City’s ProjeCt Manger
Temo Galvez, PE
City Engineer
949.294.4508
[email protected]
ProjeCt Dates
2022—Present
ContraCt value
$1 million+
ProjeCt teaM
Matt Simonetti, Project Manger
Pavel Horn, Civil Engineer

PUBLIC WORKS ENGINEERING PLAN CHECK AND

PROJECT MANAGEMENT
Fountain Valley, CA
Interwest has provided engineering services for the City of Fountain Valley since 2017 and engineering plan check services since 2022. Engineering plan check services provided to the City include grading and drainage plan review for private developments, including commercial, industrial, multifamily, and single-family dwellings for the compliance of the Building and Grading Codes, Low Impact Development, Fire Department and Department of Regional Planning Ordinances.

Interwest provides the City with plan check services for street improvement, signing and striping, and traffic signal plans; utility plans; tract and parcel maps; and compliance to all applicable City, state, and federal codes and standards.

14 THOUGHTFUL SOLUTIONS. THRIVING COMMUNITIES.

City of Hanford | On-Call Architectural and Engineering Consultant Services Client
City of Pomona
505 South Garey Avenue
Pomona, CA 91766
City ProjeCt Manager
Anita Gutierrez, AICP
Development Services Director
909.620.2421
[email protected]
ProjeCt Dates
2009—Present
serviCes ProviDeD
Construction Management
Construction Oversight
Staff Augmentation
Engineering Plan Review
Inspection Services
FirM’s Fee
Various
ConstruCtion Cost
Various
ProjeCt teaM
Matt Simonetti, Project Manager
Liban Preciado, Associate Engineer
Joe Indrawan, Civil Engineer

ENGINEERING PLAN REVIEW / CIP PROJECT

ADMINISTRATION
Pomona, CA
Engineering Plan Review for Water Resources Department (WRD): Interwest is providing project management and engineering plan review services in support of the City of Pomona’s WRD. This contract role includes providing plan checking services for various development items consisting of improvement plans (including, but not limited to, rough grading, street, sewer, water, stormwater, on-site grading/ paving, and building plans); public infrastructure improvement plans (water, sewer, and stormwater); and professional studies (including but not limited to hydrology/ hydraulic water, sewer, and stormwater plans).

Building Department Staffing: In addition to fully staffing the building department, our team also provides on-site and remote engineering plan review services.

Engineering plan check services include land development review, water quality and storm water management, map checking and processing, grading, public improvements, easement and right-of-way dedication review and processing, preparation of conditions of approval, and meetings with developers and engineers.

Construction Oversight: Our on-site grading inspection team performs these construction oversight function in a staff augmentation role as projects arise as part of the City’s Development Services Department, project examples include:
• Waterline Replacement Projects: Interwest has provided construction management and inspection services for numerous water line replacement projects including DIP replacement with curb and gutter and rubberized asphalt.
• Target Shopping Center: Interwest provided inspection services related to storm drain and sewer line site work for the Rio Rancho Road Target Shopping Center Complex and coordinated all underground utilities. • Pomona Valley Hospital: Interwest provided inspection services related to storm drain, sewer line, private streets and site work.

15 THOUGHTFUL SOLUTIONS. THRIVING COMMUNITIES.

City of Hanford | On-Call Architectural and Engineering Consultant Services Client
City of Fairfield
1000 Webster St, Second Floor
Fairfield, CA 94533
City ProjeCt Manager
Jeff Thomas
Chief Building Official
707.428.7442
[email protected]
CoMPletion Date
FS No. 39 - 2023
FS No. 36 - Ongoing
serviCes ProviDeD
Plan Review
ConstruCtion Cost
FS No. 39 - $11.3 million
FS No. 36 - $8.6 million
ProjeCt Manager
Matt Simonetti, Project Manager
FIRE STATION NO. 39 & 36
Fairfield, CA
Fire Station No.39: New single-story 7,260-SF wood framed fire station. Interwest conducted plan reviews for Building, Accessibility, Mechanical, Plumbing, Electrical, Structural, Civil, and Landscape. Completed PC2 plan review.

Valuation: $11,310,450 | Completion Date: 2023
Fire Station No. 36: New single-story 6,093-SF wood framed fire station. Interwest conducted plan reviews for Building, Accessibility, Mechanical, Plumbing, Electrical, Structural, Civil, and Landscape. Completed PC1 plan review.

16THOUGHTFUL SOLUTIONS. THRIVING COMMUNITIES.

City of Hanford | On-Call Architectural and Engineering Consultant Services Client
City of Vallejo
City ProjeCt Manager
Melissa Tigbao, Public Works
Director
[email protected]
707.648.4316
ProjeCt Date
May 2023 - December 2024
serviCes ProviDeD
Clean California Local Grant
Reporting, Design,
Project Management,
Construction Management and
Inspection
ConstruCtion BiDget
$5 million
ProjeCt teaM
Scott Harrison, Project Manager
Glen Lewis, Civil Engineer
Richard Smeaton, Planning Director
Sarah Parsley, Senior Engineer
Alex Camacho, Traffic Engineer
Dominick Mack, Landscape
Architect
Giano Feoli, Landscape, Urbanism
& Design Director
Sophia Neves, Landscape Designer
Subconsultant: UNICO Engineering
Interwest provided Project Management Services to handle the full delivery of the Lake Dalwigk Project, which was recently approved for a Clean CA Local Grant Program by Caltrans. The City’s Public Works Department managed this project in partnership with the Vallejo Flood and Wastewater District and Greater Vallejo Recreation District. These three agencies partnered to submit an application for Clean CA Local Grant Program funding. Each agency has various ownership and oversight of Lake Dalwigk Park and plays a role in the implementation of the Project.

This project provided the improvement and beautification of Lake Dalwigk Park and enhanced community connections from the surrounding neighborhoods into the park. Specific elements included 3.8 acres of drought tolerant landscaping, replacement of broken concrete pedestrian path including grading for ADA access; adding prefabricated restrooms and connecting to existing utilities and extensive pathway, and park lighting utilizing solar and/or low voltage LED lights. A paved bike/pedestrian path will provide ADA access across the park to the Curtola Park and Ride facility. A degraded and vandalized culvert with a non- ADA-compliant bridge will be restored to provide an attractive and accessible connection. The degraded sidewalk along Lemon Street was replaced with decorative concrete, plus traffic calming measures, including 11 decorative stamped crosswalks. Two new monument signs, picnic tables, trash cans, dog waste stations, shade structures, and drinking fountains will also be installed.

LAKE DALWIGK PARK
Vallejo, CA

17THOUGHTFUL SOLUTIONS. THRIVING COMMUNITIES.

City of Hanford | On-Call Architectural and Engineering Consultant Services Client
City of Canyon Lake
City ProjeCt Manager
Mike Borjas, Administrative
Services Director
[email protected]
951.246.2024
ProjeCt Date
June 2024-February 2025
serviCes ProviDeD
Full Engineering Services
ConstruCtion BiDget
$2M
ProjeCt teaM
Scott Harrison, Project Manager
Stuart McKibbin, Principal
Engineer
Glen Lewis, Senior Civil Engineer
Oscar Olmedo, Senior Project
Designer
Interwest is providing project management, design services, and construction management and inspection services for a Highway Safety Improvement Project along Railroad Canyon Road. Railroad Canyon Road is a regional connector that provides access to Interstate 15 and Interstate 215. Approximately 75 percent of the traffic on Railroad Canyon Road is passthrough traffic, or traffic that does not originate or is destined to the City of Canyon Lake. Within the City of Canyon Lake, Railroad Canyon Road is a 1.75-mile windy roadway on rolling terrain with five signalized intersections and two unsignalized intersections.

The project consists of installing roadway lighting, retro-reflective signal plates, and roadway enhancements such as median barriers with irrigation and planting improvements, chevron signs, and warning devices. This project will improve pedestrian crossing along the roadway by installing a protected left-turn and a new crosswalk.

HIGHWAY SAFETY IMPROVEMENT

PROJECT
Canyon Lake, CA

18 THOUGHTFUL SOLUTIONS. THRIVING COMMUNITIES.

City of Hanford | On-Call Architectural and Engineering Consultant Services 18THOUGHTFUL SOLUTIONS. THRIVING COMMUNITIES.

City of Hanford | On-Call Architectural and Engineering Consultant Services Client
City of San Jacinto
City ProjeCt Manager
Robert Johnson, City Manager
[email protected]
951.487.7330
ProjeCt Date
1996-Present - CIP Projects
Ongoing
serviCes ProviDeD
Full Engineering Services
ConstruCtion BiDget
Varies Per Project
ProjeCt teaM
Stuart McKibbin, Project Manager
Scott Harrison, Project/
Construction Manager
Glen Lewis, Senior Civil Engineer
Oscar Olmeado - Senior Project
Designer
Sarah Parsley - Senior Engineer
Ferdinand De La Cruz - Electrical
Engineer
Interwest has been providing full service engineering plan check services, construction management and inspection services, capital improvement project (CIP) management, design services, and is the City Engineer to the City of San Jacinto since 1996. For the past five years, our team has provided the engineering, design, and management of all of their street projects.

We have listed the following relevant projects below:
• STATE STREET IMPROVEMENTS FROM 9TH STREET TO IDYLLWILD DRIVE STREET IMPROVEMENT PROJECT CIP#24-001/ARPA (SJ-534) & SHAVER STREET/SAN JACINTO AVE. PAVEMENT REHABILITATION (SJ-427): The project consists of rehabilitating the 1.60-mile segment of State Street from 9th Street to Idyllwild Drive consisting of roughly 467,000 square feet of grind and overlay operations of 0.20-feet deep and 0.50-feet deep asphalt grind, as well as approximately 111,000 square feet of complete asphalt and base removal and replacement, and traffic signal equipment upgrade at 7th and State Street. • MOUNTAIN AVE/RAMONA EXPY/VERNON AVE PAVEMENT REHAB: This project consisted of the rehabilitation of deteriorated pavement on Ramona Expressway from Seventh Street to Esplanade Avenue, widening of Vernon Ave from 1st St to Artesia St, and the rehabilitation of about a 2,000-foot segment of Ramona Expressway east of Warren Road. The rehabilitation of a 3,000-foot segment of Cottonwood Ave was added by change order. The project was completed in September 2023.
• SAN JACINTO PAVEMENT AND SIDEWALK IMPROVEMENT PROJECT: This project consisted of the application of slurry seal; grind and asphalt overlay of distressed pavement; installation of ADA access ramps, curb, gutter, & sidewalks; and construction of widened pavement section along Artesia Avenue.

SAN JACINTO PROJECTS
San Jacinto, CA

Organization & Approach D.

20 THOUGHTFUL SOLUTIONS. THRIVING COMMUNITIES.

City of Hanford | On-Call Architectural and Engineering Consultant Services D. | Organization & Approach
Organizational Chart
We have significant experience working as municipal employees and as contract staff members in jurisdictions throughout California. Individually, the professionals selected to serve the City excel in each of their backgrounds. As a team, they possess the professional capability to innovatively create and implement effective solutions to serve the interests of your community. The organizational chart provided below highlights our project team, company roles, areas of expertise, and the organization of our project team. Our proposed team’s level of commitment is tailored to fit the needs of the City.

Facilities Available: Interwest will work out of our local Fresno office for this opportunity, and we maintain eight other support offices in California.

We have provided résumés of our key staff directly following our introduction to our subconsultant, followed by short biographies of all other proposed staff. References of key staff may be found on their résumé.

Civil Design
Stuart Mckgibbin, PE, Principal Engineer
Glen Lewis, PE, Senior Civil Engineer
Sara Parsley, EIT, Senior Engineer
Oscar Olmeado, Senior Project Designer
Ferdinand de la Cruz, PE, Electrical Engineer
Plan Check
Matt Simonetti, PE, Senior Engineer
Mauricio Diaz, PE, Senior Engineer
Tony Hui, PE, Senior Engineer
Pavel Horn, PE, Senior Engineer
Demeke Muarega, PE, Associate Engineer
Liban Preciado, EIT, Associate Engineer
James Park, PE, QSD/P
Henry Ngo, PE
Jack Istik, PE
Sam Gonzalez, PE
Gary Neal, EIT
Architectural Review
Alisha Olson, Architect
Transportation Design
Herby Lissade, PE, Traffic Engineering Manager
Gary Hansen, PE, TE, Traffic/Civil Engineer
Christopher Heylin, PE, Traffic Engineer
Alex Camacho, EIT, Traffic Project Designer
Landscape Design
Gianno Feoli, PLA, ASLA, Landscape, Urbanism, & Design
Dominick Mack, PLA,ASLA, Landscape Designer
Sophia Neves, ASLA, Landscape Designer
Construction Management & Inspection
Tyrone Chesapeake, PE, Construction Manager
Ryan Spradlin, CCM, CBC, Construction Manager &
Inspector
Roman Gibbons, Senior Engineer
Land Survey Services:

Subconsultant - UNICO Engineering
Rob Markes, Survey Manager
Ryan Ming, PLS, Senior Land Surveyor

CITY OF HANFORD

INTERWEST ENGINEERING TEAM

ACCOUNT MANAGER
Elizabeth Alsky
ASST. PROJECT MANAGER
Scott Harrison, CPRP

PROJECT MANAGER
Steve Kooyman, PE

21 THOUGHTFUL SOLUTIONS. THRIVING COMMUNITIES.

City of Hanford | On-Call Architectural and Engineering Consultant Services Introduction to our Subconsultant
UNICO Engineering - Land Survey Services
Established in 2013, UNICO Engineering is a certified DBE firm that is fully committed to providing high quality construction management, engineering, and land surveying services to public and private clients. UNICO serves clients throughout California with a current staff of over 100 from their corporate office located in Folsom, with branch offices in Concord, Oakland, San Diego, and Goleta, and field offices in Sacramento, Woodland, Paradise, and Angels Camp. Their success is measured by the success of their clients, their responsiveness, and the quality and value of their work. Top on their priority list is to understand their clients’ objectives and expectations. They provide value to their clients by sharing the goal of effectively managing the costs of the projects which they are assigned. Their survey team has the technology and experience to address any of your surveying needs, including topographic mapping, bathymetric (hydrographic) surveys, ALTAs, boundary surveys, construction staking, easements, aerial surveys, right of ways, terrestrial LiDAR scanning and drone surveying. Using the latest in GPS and robotic total station technology, they work efficiently and deliver accurate results. They are experienced in delivering projects that meet local, state, and federal requirements.

Relevant Survey Project Experience:

City of Hanford | Downtown Traffic and Pedestrian Improvements Tulare County | Avenue 152 Bridge Replacement over Tule River Tulare County | M109 Bridge Replacement over White River Subconsultant Availability:

Rob Markes | Survey Manager | 40% Availability
Ryan Ming, PLS | Senior Land Surveyor | 40% Availability Office Location:
80 Blue Ravine Road, Suite 250 | Folsom, CA 95630 | 916.900.6623

22 Key Member Résumés
YEARS OF EXPERIENCE: 30
YEARS WITH INTERWEST: 4
EDUCATION:
ƒ BS, Civil Engineering, California
State University, Chico

REGISTRATIONS/

CERTIFICATIONS
ƒ CA Registered Civil Engineer,
55757
ƒ NV Registered Civil Engineer,
13015
ƒ QSD/QSP Training

PROFESSIONAL

AFFILIATIONS
ƒ National and Orange County
ASCE Member

AREAS OF EXPERTISE
ƒ Civil Engineering
ƒ Public Works
ƒ Program Management
ƒ Construction Management
ƒ Master Scheduling
Steve Kooyman, PE

CONSTRUCTION MANAGEMENT AND INSPECTION DIVISION

MANAGER/ PROJECT MANAGER
Steve is a registered Civil Engineer with 30 years of civil engineering experience and has spent a vast amount of his career serving numerous jurisdictions throughout Northern and Southern California regions. Steve provides Project Management Construction Management, and Inspection Services to our clients throughout Southern California. He has assisted several Cities deliver various public works Capital Improvement Program projects from design (PS&E review), bid and award, and into construction (Project Management/Construction Management) for Watermain replacement, Sewer replacement, Storm Drain replacement, Street rehabilitation, ADA and sidewalk replacement, Facilities improvements, Masterplan development, and Assists the Cities with coordination and project delivery for Caltrans/City Cooperative Agreement projects. His background has provided him with knowledge of city engineering policies and procedures, which is a proven asset when providing technical assistance to engineers, architects, contractors, city personnel, and the public.

PROJECT SPECIFIC EXPERIENCE
Reference Contact - Brea Projects: Michael Ho, P.E., Public Works Director/ City Engineer, 714.990.7698 | [email protected]
South Brea Water and Sewer Replacement Project, CIP 7454, 7466, and 7626 Brea, CA.

Project Manager for the replacement of 14,850 LF 8” C-900 water mains and appurtenances, 300 1”-2” copper water services, 32 FH’s, 1,794 LF of 6-8” VCP sewer mains, 28 ADA ramps and misc. curb and gutter work, 2,800 SF of AC R&R, 174,00 SF AC grinding, 1,850 TN’s ARHM overlay, 384,000 SF Type II slurry, traffic control, and erosion control measures within various streets in the South Brea subdivision area.

Value: $5.4 M; Completion Date: Anticipated April 2023. \ SR 57/Lambert Road Interchange Improvements, CIP 7251| Brea, CA.

Project Manager/Construction Manager for the City on the Caltrans/City Cooperative Agreement Project to improve the SR57/Lambert Interchange with the construction of new loop on ramp and bridge, extension of existing UC bridge, widening Lambert Road, re-alignment of on and off ramps, and various retaining and sound walls. Value:
$55 M; Completion Date: Anticipated August 2023.

Country Hills Subdivision Pavement and Water Improvements, CIP 7322| Brea, CA.

Project Manager/Construction Manager for the replacement of 19,300 LF C-900 8” water mains and appurtenances, 500 1”-2” copper water services, 40 FH’s, 57 ADA ramps and misc. curb and gutter work, 40,000 SF of AC R&R, 690,000 SF AC grinding, 9,800 TN’s HMA overlay, traffic control, and erosion control measures within various streets in the Country Hills subdivision area. Value: $5.2 M; Completion Date:

October 2022.

Napoli Tract Pavement and Water Improvements, CIP 7458 | Brea, CA Project Manager/Construction Manager for the replacement of 4,000 LF 8” C-900 water mains and appurtenances, 98 1” copper water services, 5 FH’s, 22 ADA ramps and misc. curb and gutter work, 500,000 SF AC grinding, 42,500 SF full depth AC removal and replacement, 7,000 TN’s ARHM overlay, traffic control, and erosion control measures within various streets in the North Hills East and West subdivision area. Value: $5.2 M; Completion Date: July 2021.

23 North Hills Subdivision East and West Water and Pavement Improvements, CIP 7459-7460| Brea, CA | Project Manager for the replacement of 15,600 LF 8”-10” C-900 water mains and appurtenances, 265 1” copper water services, 32 FH’s, 3 pressure regulating stations, 530 LF of 8” sewer main, 22 ADA ramps and misc. curb and gutter work, 159,480 SF AC grinding, 1,550 TN’s ARHM overlay, traffic control, and erosion control measures within various streets in the Napoli Tract subdivision area. Value: $1.4 M; Completion Date: August 2021.

Eagle Hills Tract Water and Pavement Improvements, CIP 7467| Brea, CA. Project Manager for the replacement of 9,960 LF 8”-10” C-900 water mains and appurtenances, 189 1”-2” copper water services, 20 FH’s, 1 pressure regulating station, 34 ADA ramps and misc. curb and gutter work, 400,000 SF AC grinding, 4,800 TN’s AC HMA overlay, traffic control, and erosion control measures within various streets in the Eagle Hills Tract subdivision area. Value: $3.0 M; Completion Date: December 2020;
Puente Street, Gemini, and Titan Way Water and Pavement Improvements, CIP 7311, 7464, & 7453 | Brea, CA Project Manager for the replacement of 6,900 LF 12” C-900 water mains and appurtenances, 46 1”-3” copper water services, 24 FH’s, 10 ADA ramps and misc. curb and gutter work, replacement of stamped concrete medians, 124,000 SF AC grinding, 4,100 TN’s ARHM and 9,200 TN’s AC Base Course overlay, traffic control, and erosion control measures on Puente Ave, Gemini, and Titan Way. Value: $4.7 M; Completion Date: December 2020.

PROFESSIONAL EXPERIENCE
Construction Management and Inspection Division Manager/ Project Manager / Interwest Consulting Group, CA / 2019 - Present
Steve provides Project Management and Construction Management to our clients throughout Southern California. He has assisted several Cities deliver various public works Capital Improvement Program projects from design (PS&E review), bid and award, and into construction (Project Management/Construction Management) for Watermain replacement, Sewer replacement, Storm Drain replacement, Street rehabilitation, ADA and sidewalk replacement, Facilities improvements, Masterplan development, and Assists the Cities with coordination and project delivery for Caltrans/City Cooperative Agreement projects.

Public Works Director | City Engineer / City of Rancho Santa Margarita, CA / 2018 - 2019 Steve supervised and managed City staff and various consultants within the Public Works Engineering Division, administrating a $5-$6 million annual Capital Improvement Program, and was responsible for all work within public rights-of-way; working directly with City Manager on all PW Engineering, Maintenance, and CIP projects as part of Executive Team; coordinating with the various master and individual HOAs within the City; preparing/presenting staff reports to the City Council for CIP projects; administering and implementing various City Council and City Manager policies, procedures, goals, and priorities for the City; and, managing and monitoring all work within the Department.

City Engineer / City of Brea, CA / 2015 - 2018
As City Engineer, Steve managed staff and administered a $30-$40 million annual CIP . He was responsible for, updating and developing the City’s Circulation Plan within the General Plan, Traffic, Water, Fire and Dispatch Impact Fee Programs, Sewer, Water, and Drainage Master plans; developing expense and funding projections in coordination with the development of the CIP and annual Engineering operational budgets; all work within the public rights-of-way; preparing and presenting various staff reports to the Planning Commission and City Council for CIP and development projects; supervising, reviewing, and stamping all final parcel/tract maps, and lot line adjustments related to subdivisions within the City; and, managing and coordinating all CEQA/NEPA documents with the City Planner within the Planning Division for PW projects.

Assistant Public Works Director, Public Works and Utilities Department / City of San Juan Capistrano, CA / 2013 – 2015
Steve supervised and managed up to twelve employees and various consultants within the PW Division for a $10-$15 million annual CIP . In this position, he was responsible for: updating and developing of the City’s Circulation Funding Plan with development projections in coordination with the development of the CIP and annual fiscal year operational budgets; managing the pavement management and NPDES storm water program for the City; managing and supervising the maintenance of the City’s parks and facilities in coordination with the Maintenance Superintendent; attending and managing various advisory committees within the City for the bike/equestrian trails, and parks; managing and coordinating all CEQA/NEPA documents with the Planning Department for PW projects; and managing and developing the Engineering Division annual work and staffing plans.