National City City Council
April 15, 2025

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Michael Loomis, SE, CBO, CASp, PMP
ABS Consulting, Houston, Texas
Director of Engineering, Natural Hazards
2023
• Oversaw technical staff evaluating, monitoring, and mitigating risk from natural hazard events.

Staff included engineers, meteorologists, computer programmers and support staff. • Managed budget for approximately $3.5 million service line. Reduced operating expenses by approximately 10% in the first 12 months.
• Business development and marketing, including developing new service offerings through collaboration with other departments.
• Changed leadership during reorganization. Mentorship of emerging leaders. • Collaborated with other directors on resource allocation, development of fees and cross- promoting services.
• Hired, trained, reassigned, and address redundancies among staff as needed based on team requirements and market conditions.

CSG Consultants, Inc., Foster City, California
Building Services Manager, Building Official, Senior Principal Structural Engineer 2008 – 2023
• Chief Building Official, City of Salinas, City of Gonzales, Town of Woodside. Designate building official as needed for multiple additional jurisdictions. • Assist jurisdictions on interpreting and implementing laws and code changes. • Act as owner’s representative and subject matter expert for design -build and design -bid-build projects at public agencies. Code analysis and interpretation, value engineering, technical peer review of complex, multi-phase projects.
• Oversee building plan review services for Northern California Region. Annual department revenue of approximately $6 million and processing almost 2000 submittals per month. Manage multidisciplinary team of over 25 staff with 6 direct reports located in 4 regional offices as well as remote workers.
• Set quality standards and ensure accuracy of code and legal interpretations company wide. • Interface with other internal departments regarding resource allocation, proposal writing, marketing.
• Respond to RFPs and RFQs. Set project budgets and identify project team. Attend interviews for potential jobs.
• Program manager and project manager over dozens of contracts. Manage cross -disciplinary contracts. Ensure project delivery from each service line. Negotiate budgets and schedules across services lines.
• Work closely with public agencies to study and resolve complex code issues related to structural design, disabled access, egress, and other critical building systems. • Multi-discipline plan review for thousands of projects located throughout California. • Perform site inspections to verify compliance with approved design. Work with design team and contractors to develop solutions to field conditions.

GPLA, Inc, Santa Clara, California
Associate/Production Manager
2008-2023
• Coordinate workload throughout the organization to meet client expectations. • Manage a growing team of engineers and technical staff on a wide variety of projects in almost

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Michael Loomis, SE, CBO, CASp, PMP
every region of the country.
• Hire and train new staff, develop client relationships, issue proposals, and maintain budgets. • Travel throughout the county representing the company at project sites, client offices and at public agencies.
• Work with the federal government on designs incorporating anti- terrorism and progressive collapse requirements.
• Performed structural design and drafting.

Peoples Associates Structural Engineers, Milpitas, California Project Engineer
1997 – 2004
• Responsible for the design of hundreds of projects in Northern California. • Specializing in multi-family light -frame construction, seismic retrofit/rehabilitation, and industrial projects.
• Develop project budgets and schedules. Issue proposals. • Work with AHJ, architects and contractors to drive project success. • Manage assistant engineers and drafters.
• Address field issues and change orders from active construction sites.

Pedro “Pete” Roque
National Director of Code Enforcement

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Experience Summary

Pete is a Code Enforcement expert with PC 832 and Advanced Certificates. He brings more than 19 years of experience in Code Enforcement and has served in the capacities of Code Enforcement Administrator, Code Enforcement Manager, and Community
Development Inspector II for multiple California public agencies.

With a demonstrated history of working in the government administration industry , Pete is skilled in Government, Emergency Management, Law Enforcement, Disaster Response, and Plan Review.

He is a s trong Business Development professional with a Bachelor of Science focused in Business Administration. Pete is proficient in conflict resolution and has a wealth of knowledge in the subjects of permit regulations, City codes, housing investigations, citation issuance , and lien appeals. Pete is also skilled in working with others to achieve compliance while maintaining a safe working environment.

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4LEAF, Inc.

National Director of Code Enforcement
2021- Present
Pete is the Director of Code Enforcement where he is responsible for a growing division of more than 30 Code Enforcement Officers and Managers. Pete is experienced in receiving and documen ting complaints from citizens regarding jurisdictional ordinance violations. Pete regularly recruits and trains new Code Compliance personnel and provides classroom and field training throughout California. Pete also works in a director level capacity assisting with Standard Operating Procedures updates to focus on recommendations on abatement for violations of fire, building, business license, zoning, housing, dangerous building and property maintenance codes, and ordinances regulating abandoned vehicles, trash, and weeds. In addition, Pete also takes on complicated Code Cases for legal action and can provide testimony at administrative hearings, City Council, Planning Commission hearings, and court proceedings. Some of Pete’s current Code Enforcement clients include:
 City of Fontana, CA
 City of Glendale, CA
 City of Artesia, CA
 City of Lomita, CA
 City of Lathrop, CA
 City of Apache Junction, AZ
Experience
19+ years

Education
B.S., Management & Human Resources
Minor in Organizational Leadership
California State University Dominguez

A.A., General Education
Long Beach City College

Certifications
EPA Lead Renovation, Repair, & Painting
Environmental Protection Agency (EPA)

National Storm Water Inspector
National Stormwater Center

Certified Code Enforcement Officer
CA Association of Code Enforcement

PC 832
Rio Hondo College

Renovation, Repair, Painting (RRP)
Certified

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Pedro “Pete” Roque
City of Garden Grove – City of Garden Grove, CA
Code Enforcement Administrator
July 2018 - 2021
• Supervised Senior and Junior Code Compliance Personnel as well as Administrative Staff. • Prepared staff evaluations and performance measures.
• Acted in the capacity of Grant Coordinator of Proposition 56 Tobacco Grant Program. • Prepared criminal prosecutions and receivership.
• Created and implemented divisional policies and procedures. • Public Speaking and Training Facilitator for Building, Safety, and Law Enforcement personnel. • Performed community outreach to multiple agencies and community groups. • Prepared and presented City Council and other commission hearings/presentations. • Oversaw cost recovery and neighborhood preservation programs.

City of Montebello – Montebello, CA
Code Enforcement Manager
May 2014 - July 2018
• Supervised Senior and Junior Code Compliance Personnel. • Formulated and implemented municipal code text amendments and ordinances. • Evaluated staff performance and created professional development plans. • Prepared and presented staff reports for City Administrator and City Council. • Prepared criminal prosecutions for nuisance properties. • Prepare outstanding problem properties for receivership process. • Created and implemented departmental policies and procedures. • Provided public speaking and training to Community Development Department. • Spearheaded community outreach programs for seniors, community events, and schools. • Prepared City Council and various commissions hearings and presentations. • Created and implemented Cost Recovery and Neighborhood Preservation Programs. • Program Coordinator and Administrator for the Community Development Block Grant (CDBG).

City of Bellflower – Bellflower, CA
Community Development Inspector II / Lead Code Enforcement Inspector June 2005 - May 2014
• Created and Implemented Cost Recovery and Neighborhood Preservation Programs. • Program Coordinator and Administrator for the Community Development Block Grant (CDBG). • Created and administered Administrative Citation Program.

Driving and Training Instructor – Long Beach, CA
Driving Instructor / Drivers Education Trainer / Traffic School Instructor May 2005 - February 2020
• Taught the rules of the road and safety to traffic violators and new drivers. • Taught behind the wheel training for seniors and teenage drivers. • Certified Department of Motor Vehicles (DMV) trainer.

United States NAVY – San Diego CA
Gas Turbine Systems Engineer - Petty Officer Third Class August 1996 - August 1999
• Contributed to the repair and maintenance of gas turbine electrical systems. • Su
pervised 15 Officers

Peter Lim, CBO
Southern California Building Inspection Manager

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Experience Summary
Peter is a highly experienced ICC Certified Plans Examiner, Inspector, and Building Official with over 27 years of experience working in the Building and Safety Department. He has a broad experience in Building Department day-to- day operations, and in-depth knowledge of Building Code, making him an asset to any Building and Safety Department. Peter utilizes excellent communication skills and has the unique ability to defuse any situation that may arise.

Peter can foresee and quickly resolve Building Code issues in the field and on plans, which allows him to effectively maintaining excellent relations with staff, property owners, and design professionals.

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4LEAF, Inc.

Southern California Building Inspection Manager
2021 - Present
Peter is proficient in providing inspections, evaluations, approving construction of structural systems, and overseeing effective implementation of accessibility requirements. Peter has served in many different capacities including Building Official, Combination Inspector, and Plans Examiner. Peter has excellent communication skills and works well at the Counter with applicants. In addition, Peter can also provide over-the-counter plan check. Some of Peter’s assignments from 4LEAF have included the Cities of Rialto, Whittier, Fontana, and Ventura County.

Transtech Engineering, Inc.

Building Official/Plan Checker
2020 - 2021
Responsible for day-to-day operations for the City of Alhambra and plan check. Supervised and manage Building Inspectors and Permit Technicians. Implemented protocols for electronic plan check submittal and electronic plan check.

Experience
27+ years

Certifications
ICC Certified Building Official
ICC Certified Building Plan
Examiner
ICC Certified Building Core
Specialist
ICC Certified Building Inspector
ICC Certified Combination
Dwelling Inspector

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Peter Lim, CBO
J Lee Engineering, Inc.

Building Official/Manager
2019 – 2020
Managed daily activities and training of the Building Department personnel. Supervise d plan checker(s), permit technicians and building inspectors. Prepared staff reports to be presented to Department director and council meetings at municipalities. Prepare d code adoptions to be presented to Council. Perform ed digital, paper and counter plan review. Managed Building Depart budget for Municipalities.

CSG Consultant, Inc.

Building Official/Manager
2017 – 2018
Supervised plan checker, permit technicians and building Inspectors. Provide d over the counter plan check. Implemented policies and procedures. Managed and trained building Inspectors, permit technician and code enforcement officers and provide d back-up inspections when inspectors are on vacation.

Manage 36 Plan Checkers, Building Inspectors, Permit Technicians and Code Enforcement Officers.

Willdan Engineering
Building Official
2013 – 2017
Managed daily activities of the Building Department. Prepared and present staff reports to be presented to City Council City Manager. Developed of the department’s annual budget. Researched and examined supporting data and make decisions or recommendations on proposed alternate materials or methods of design and construction. Coordinated various agencies or departments in the permit application process.

City of Monterey Park
Interim Building Official
2003 – 2012
Responsible for combination inspection of t wo-multi-family complexes. Oversaw daily building division activities. Provided code interpretations and technical assistance to the public and the design construction professionals. Prepared and managed the annual budget for the Division.

City of Baldwin Park
Senior Building Inspector
2001 – 2003
Involved in residential, commercial, and industrial combination inspections. Oversaw daily inspections and two building inspectors. Oversaw daily building division activities. Issued permits and plan check.

Charles Abbott and Associates
Building Inspector I
1998 – 2001
Involved in residential, commercial, and Industrial combination inspections, and plan check. Inspected Mission Viejo Mall expansion of 500,000 sq. ft., addition to mall Sax Fifth Avenue, Robinson-May, and Nordstrom’s, and tenant improvement to Mission Viejo.

Scott Martin, P. E.

Quality Control Manager / Civil, Structural & MEP Plan Review Engineer

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Experience Summary
Scott has more than 27 years of engineering experience and has performed a multitude of plan reviews for many different disciplines including OSHPD 3, DSA Projects, and various municipal reviews for clients throughout California. Scott’s day -to-day activities include the review of plans submitted to local jurisdictions, creation and submission of plan check letter s, and constant communication with all project stakeholders.

In addition, Scott is often tasked with the education of building code to applicants. He is instrumental in establishing the new templates for all new clients to establish the municipal preferences for commercial and residential plan check and makes an asset to any team, project, and jurisdiction he is assigned.

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4LEAF, Inc.

Quality Control Manager / Senior Plan Review Engineer
2014 - Present
Since 2014, Scott has been 4LEAF’s Senior Plan Check Engineer with a focus on Structural review. Scott has worked on a plethora of 4LEAF’s largest commercial reviews. Currently, Scott reviewed the Zuckerberg Chen School for the City of East Palo Alto, several large Commercial Projects for the County of San Mateo’s Project Development Unit including a $120 Million Medical Office Building , two large County facility buildings, and several large reviews for the University of California, Santa Barbara including the $1.5 Billion Munger Hall Project. In addition, Scott is 4LEAF’s Lead Quality Control Plan Review Manager where he is responsible for the final reviews of all outgoing projects. Scott also regularly trains 4LEAF personnel (Engineers and non-structural) on various plan review guidelines and code updates.

4LEAF, Inc. (City of Palo Alto)
Structural Plan Check Engineer
2012 - 2013
Starting in December of 2013, Scott accepted a position to perform and manage plan reviews in the Central Valley and Central Coast for many of 4LEAF’s clientele. Since 2012, Scott has worked for 4LEAF as a structural plan review engineer and was tasked to the City of Palo Alto where he was often assigned to work with the public and architects to answer building code related questions and to provide excellent customer service. In addition, Scott performed many large-scale plan reviews for the City including:

Experience
27+ years

Education
B.S., Civil Engineering
University of California, Irvine

Certifications
CA Registered Civil Engineer
License # 59091
NV Registered Civil Engineer
License # 019922
ICC, Building Plans Examiner

Professional Affiliations
ICC – International Code Council
Structural Engineers of Northern
California (SEAOC)
ASCE

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Scott Martin, P.E.
• Workday Campus (6 Stories) - $50 Million
• Stanford Medical Center (6 Stories) - $32 Million
• VMWare HTE Tenant Improvement - $25 Million
• Hilton Hotel and Underground Parking - $18 Million
• VMWare Parking Structure 2 - $14 Million
• Stanford Hospital Site Development - $13 Million
• 260 California (3 Story mixed-use & underground parking) - $10 M • Thermal Vacuum Chamber - $9.7 Million
• VMWare Parking Structure (4 Levels) - $6.8 Million
• 4-Story Tenant Improvement for Survey Monkey - $6.1 Million

Willdan Engineering – Fresno, CA
Structural Plan Check Engineer
2007 - 2010
Scott performed structural plan reviews on behalf of Wil ldan Engineering for numerous jurisdictions throughout California. Scott was tasked with the plan review, creation of the plan check letter, communicating with project stakeholders, and educating the applicants on current building codes and standards. Some of Scott’s projects included:
• CSU Humboldt Student Center Expansion; Arcata, CA
• Park Place: Res/Office/Retail over Parking; Paso Robles, CA • CalRENEW-1 Solar Power Farm; Mendota, CA
• City of Winters Police/Fire Complex; Winters, CA
• UC Davis Hyatt Place Hotel; Davis, CA

Advanced Structural Design, Inc. – Fresno, CA
Project Engineer
1998 - 2007
Scott was a Project Engineer for nearly ten years with Advanced Structural Design out of Fresno. Scott was responsible for engineering design, drafting (Auto CAD & hand), shop drawing review, and coordination with clients.
• Mt. Whitney Classroom Buildings; Visalia CA (DSA #02-107633) • Plumber's Union Expansion; Fresno, CA
• Oak Valley New Admin; Tulare Co., CA
• Paul Evert's RV Expansion and New Canopies; Fresno, CA • Grizzlies Stadium; Fresno, CA

Davison “David” Chanda, P.E.

Supervising Plan Review Engineer

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Experience Summary
David is a r egistered Structu ral Engineer with more than 9 years of structural design background with a focus on structural system analysis, design, and preparation of construction documents from inception to completion in accordance with overall project requirements. David is also experienced with field structural observation to ensure their compliance with approved drawings and is experienced with RFI’s and solutions for field conditions.

David’s strengths include seismic and wind design analysis, steel design, timber design, reinforced concrete design, prestressed concrete design, foundation design, structural analysis, design of masonry structures, architectural drafting, electrical, mechanical and plumbing systems, and soil dynamics.

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4LEAF, Inc.

Senior Structural Plan Review Engineer
2019 – Present
David joined 4LEAF as a Senior Structural Plan Review Engineer and is responsible for the review of commercial and residential structures as well as Quality Control of other 4LEAF Plan Review personnel.

Some of his recent assignments include the counties of San Bernardino and Los Angeles, where he leads structural plan reviews and page-turning sessions.

VCA
Senior Plan Check Engineer – Supervisor
2017 – 2019
• Assigned work to staff members and mentored junior plan checkers. • Reviewed residential and commercial building plans for mechanical, plumbing, electrical, architectural structural and accessibility requirements (Chapter 11A and 11B) for conformance with the California title 2A.
• Researched into the intent of the code requirement to assist applica nts, architects, and engineers to comply the code interpretation.
• Prepared clear and concise written plan review comments/corrections that are necessary to prepare plans for approval.

Experience
13 + years

Education
M.S. Civil Engineering (Structural)
CSU Long Beach, CA 2011
B.S. Civil Engineering (Minor in
Construction Management)
Cal State Fresno 2007

Licenses/Certifications
Professional Engineer – Civil #83946
ICC, Building Plans Examiner

Affiliations
American Society of Civil Engineers
Structural Engineers Association of
Northern California
International Code Council
Foothill Chapter

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Davison “David” Chanda, P.E.
• Established and maintained effective working relations with engineers and architects to resolve problems regarding code interpretations.
• Attended meetings with applicants, engineers, and architects for clarification of review comments and verifications of corrections.
• Reviewed structural plans for wind and seismic requirements (ASCE/SI 7 -10), including drag force shear wall design, diaphragm design and foundation design.

Bureau Veritas
Plan Check Engineer
2015 – 2017
• Researched into the intent of the California building codes (Title 24) requirement to assist architects and engineers to comply the code interpretation. • Prepared plan review comments/corrections that are necessary to prepare plans for approval. • Established and maintained effective working relations with engineers and architects to resolve problems regarding code interpretations.
• Reviewed structure plans for wind and seismic requirements (ASCE/SE 7 -10), including drag force, shear wall design, diaphragm design and foundation design. • Worked at the public counter at the City of Corona to conduct over the counter plan review.

RADCO
Plan Examiner
2015 – 2015
• Reviewed mobile homes and factory-built structures with respect to California title 25. • Reviewed residential and commercial building plans for conformance with the California title 2A. • Researched into the intent of the California building codes (Title 24) requirement to assist architects and engineers to comply the code interpretation.

K.B. Leung and Associates (Structural Engineers)
Staff Engineer
2014
• Worked under the supervision of structural engineers to assess and analyze structures for seismic and wind analysis.
• Estimated the quantities of concrete, steel, wood, and masonry from structural drawings. • Reviewed structural corrections/comments provided by plan checkers from the City and DSA (Division of state Architects office) for code compliance.

City of Rancho Cucamonga
Plans Examiner
2011 – 2012
• Reviewed design-engineering calculations on proposed construction, alterations, or repair of buildings to ensure compliance with public safety standards. • Reviewed residential, commercial, and industrial plans to determine compliance with relevant laws, regulations, and codes (AISC, ASCE/SEI, ACI, BCRMS and Title 24, etc.).

Vanessa Mota
Plan Review Coordinator Manager

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Experience Summary
Vanessa serves as 4LEAF’s Plan Review Coordinator Manager, leveraging her extensive experience as a permit technician and coordinator across various municipalities throughout California. In her role, Vanessa oversees the plan review process, ensuring that all submissions are thoroughly evaluated and comply with relevant codes and regulations.

Her expertise in management, recordkeeping, and data auditing supports her ability to streamline workflows and maintain accurate records. Vanessa’s in-depth knowledge of permit requirements and her exceptional communication skills enable her to guide applicants through the review process efficiently and address any concerns with clarity and precision.

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4LEAF, Inc.

Plan Review Coordinator Manager
2024 – Present
As 4LEAF’s Plan Review Coordinator Manager, Vanessa leverages her broad experience in permit coordination throughout Southern California. She manages the plan review process, ensuring each submission meets local codes and regulations. Her expertise in managing records and auditing data allows her to optimize workflows and keep precise documentation. Vanessa’s knowledge of permit requirements and exceptional communication skills enable her to assist applicants effectively and address any issues clearly.

City of Victorville - 4LEAF, Inc.

Senior Permit Technician
2019 - 2024
Vanessa worked for the City of Victorville through 4LEAF as an administrative support specialist. Her responsibilities included assisting at the front counter, responding to inquiries, handling phone calls and emails, inputting correction notices and case-related comments into the City’s permitting software, filing and scanning documents post -field inspections, and providing expertise on related tasks as needed.

Before this role, Vanessa had experience in similar administrative support functions, demonstrating her capability in various related tasks.

Experience
21+ years

Education
Economic & Social Opportunity
- Permit Technician I & II Program

Certifications
Permit Technician I & II Certificate
Computerized Office Specialist

Technical Abilities
Tyler Encode- Permitting Software
Naviline- Permitting Software
Metroscan, Geomedia, Microsoft
Office, GIS
Professional Affiliations
International Code Council

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Vanessa Mota
Central Contra Costa Sanitary District - 4LEAF, Inc.

Senior Permit Technician
2018 - 2019
Vanessa worked at the Central Contra Costa Sanitary District as a Senior Permit Technician where her responsibilities included permit issuance, reviewing plans for completeness, data entry, collection of fees, customers service and coordination of projects. Prior to working onsite Vanessa worked in our Pleasanton office helping to coordinate the distribution of plans to our plans examiner team.

City of Wildomar
Senior Development Services Technician
2013 - 2018
Duties included:
• Provide primary support to the Chief Building Official, Community Development Director and City Officials
• Create/Implement New Permit Types, Update Fee Structures per Adoption changes • Calculate and process Permit Fees, Development Impact and Mitigation Fees (For all permits) • Process & Calculate Developer Deposit & Permit refunds • Provide technical support to the public, contractors, developers & other internal departments • Trouble-shoot and mediate customer complaints and/or problems • Process Monthly, Quarterly & Annual Reports for the City, State and various entities/ Organize & Conduct Annual City Audits
• Track/Coordinate all project corrections & approvals for all city departments (Building, Planning, Engineering, and outside Agencies)
• Process permits for Public Works/Engineering, Building & Planning Departments /Issue C of O’s • Monitor and Track Development Agreements (Tract / Commercial Projects) • Review plan check document submittal for completeness (Plans, Calculation, Specification and etc.)/ Coordinate & process all plan checks / Monitor deadlines (For all Development Service Departments)
• Interpret Plans and Inspection corrections
• Research, update and monitor Contractor Licenses & Worker’s Compensation Requirements • Central Cashier: Permit Payments, Developer Deposit Payments, Process Refunds, Audit & Monitor Developer Deposit Accounts for Finance Department

City of Hollister - 4LEAF, Inc.

Senior Permit Technician
2009 - 2013
• Provide primary support to the Chief Building Official, Community Development Director and City Officials
• Handled Building Development front counter operations • Developed and Implemented Technician Procedure Manuals • Track and coordinate all approvals for city departments (Building, Planning, Plan Check, Engineering, Fire Department and Health Department)
• Provide technical support to customers and other internal departments • Process all permits for Building Department, Issue certificate of occupancies • Process inspections reports, Input inspection correction and approval result into permit system • Train and manage new staff and technicians
• Research property information utilizing City of Hollister GIS System

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Vanessa Mota
• Process Monthly and Quarterly Reports for the City, State and various entities • Trouble-shoot and mediate customer complaints and/or problems • Review plan check submittal for completeness, Monitor, coordinate and process all plan checks, • Ensure plan check deadlines are being met.
• Calculate and process valuations and permit fees for all types of construction • Research, update and monitor Contractor Licenses & Worker’s Compensation Requirements • Primary Front Counter Support (Guide and assist developers, contractors and general public through the permit process)

City of Manteca
Senior Permit Technician
2007 - 2009
• Provide primary support to the Chief Building Official, City Official Managers and Building Inspectors
• Handled Building Development front counter operations • Developed and Implemented Technician Procedure Manuals • Assisted in re-development of the department to streamline process • Calculate building permit fees (using 2001 Uniform Administrative Code) • Track and coordinate all approvals for City Departments (Building, Planning, Plan Check, Engineering and Fire)
• Process all building permits for Building Department
• Consult, coordinate and monitor all Multi-Million-dollar projects • Train and supervise all building office technicians
• Process Monthly and Quarterly Report for the City and State • Trouble-shoot and mediate customer complaints and/or problems • Coordinate, monitor and ensure all plan check deadlines are met • Manage the office, workload and calendars for all department staff • Research update and monitor Contractor License & Worker’s Compensation Requirements • Interface directly with city officials, developers, contractors and general public.

City of Newman
Project Manager
2003 - 2007
• Supervise all Technician Staff, coordinate work schedules and provide back-up coverage • Conduct Employee Annual Evaluations
• Develop Training Programs for New Plan Examination Staff • Provide training and technical support to all levels of management • Re-development of the plan check department daily operations and database programs to streamline process
• Implement new client set-up, manage and monitor active contracts • Mediate customer complaints and/or problems
• Manage operations of the plan check department
• Developed and Implemented Technician Procedure Manuals • Create and Implement audit system
• Facilitate all department staff and management meetings • Report all weekly operations to management
• Provide primary support to the Department Director

Jay Shih, PE, CASp, CBO
Senior Plan Review Engineer / Accessibility Specialist

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Experience Summary

Jay is a veteran Plan Review E ngineer, Building Official, Accessibility Specialist, and Construction Manager with over 38 years of experience in the industry. Given his background in various specialties, Jay is an ideal team member who can adapt to any project, team, and municipality he is assigned.

Jay has spent the entirety of his professional career working for public agencies and consulting companies providing highly skilled design, plan check, and construction management for buildings, sewers, storm drains, streets, sidewalk, curb ramps, grading, SWPPP, and WQMPs.

Select Professional Experience

4LEAF, Inc.

Senior Plan Review Engineer
2021 – Present
Jay is working on behalf of 4LEAF performing Plan Review services on residential and commercial levels in conformance with applicable building codes, as needed. He has worked with multiple jurisdictions across all of Southern California.

Infrastructure Engineers, Inc.

Director of Building & Safety / Vice President, Engineering 2017 – 2021
• Directed and supervised professional and technical staff, identified training needs, and oversaw plan check, permitting, and inspection services.
• Negotiated, administered, and monitored contracts and agreements. • Managed all aspects of building and engineering plan check, building and engineering inspections. • Provided building standards code, stormwater, and low impact development training to staff. • Check complex structural architectural, disabled access, land development, and public improvement plans.

Experience
38+ years

Education
M.S., Geotechnical Engineering
University of Sao Paulo
B.S., Civil Engineering
University of Sao Paulo
Construction Management
UCLA Extension

Licenses
CA Registered Civil Engineer, No. 46841

Certifications
ICC Certified Building Plans Examiner
ICC Certified Building Official
ICC Certified Fire Plans Examiner
ICC Certified Commercial Building
Inspector
ICC Certified Fire Marshal
ICC Certified Residential Plans Examiner
ICC Certified Residential Building
Inspector
ICC Certified Building Inspector
ICC Certified Building Code Specialist
CA State Certified Access Specialist
Certified Grading Deputy Inspector

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Jay Shih, PE, CASp, CBO
City of Los Angeles, Community Redevelopment Agency
Director of Engineering
2014 – 2017
• Directed Engineering Department operations in revitalizing blighted communities within the City. • Managed the design and construction of Upper 2 nd Street Bridge which connects the old downtown Los Angeles with Grand Ave.
• Oversaw staff construction managers and inspectors in managing construction contracts. • Provided construction management services for a new 8,645 SF Community Center.

City of Rosemead & City of La Puente
Principal Plan Check Engineer
2012 – 2014
• Led the review and approval process for complex engineering plans, ensuring compliance with local, state, and federal regulations.
• Oversaw the coordination of plan check activities with other departments including fire, public works, and environmental services to ensure comprehensive plan evaluations. • Developed and implemented standard operating procedures for plan check processes to improve efficiency and consistency.

City of Baldwin Park, City of Huntington Park, City of Montebello Building Official
2006 – 2012
• Coordinated with City Engineers in the review of tentative and final tract maps, parcel maps for lot split, and lot merger in compliance with the Subdivision Map Act. • Provided counter plan check and building code consultation, checked residential and commercial plans including mechanical, electrical, and plumbing.
• Provided input to the Planning Department in the drafting of conditional use permits.

City of Baldwin Park & City of Huntington Park
Senior Plan Check Engineer
2001 – 2006
• Provided counter plan check and building code consultation for the building departments. • Checked residential and commercial plans, including mechanical, electrical and plumbing. • Checked boundary, topographic, ALTA surveys, grading, drainage, low impact development, erosion control, and WQMP plans.

City of Corona
CASp Plans Examiner, Inspector, and Instructor
1999 – 2001
• Checked ADA improvement plans including 36 City parks restrooms, handicap parking, and playgrounds.
• Inspected various existing City facilities for ADA compliance and made recommendations on required improvements.
• Provided inspection and certification for completed improvements and also provided design consultation and plan review services.

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Jay Shih, PE, CASp, CBO
City of Costa Mesa
Fire Plans Examiner
1997 – 1999
• Reviewed fire protection plans/systems for code compliance and for life safety and fire issues including construction type, occupancy type, interior finish, height and area limitations. • Verified code compliance to protect against hazards of specified occupancies and uses, such as cannabis extractions which employ flammable gases and liquids. • Worked with fire and building inspectors to resolve field related code issues and coordinated activities with other municipal departments as directed.

City of Los Angeles, Department of Public Works
Civil Engineer
1992 – 1997
• Designed seismic retrofits to strengthen the City’s reinforced masonry buildings. • Managed construction of public improvements including grade separations, bulkheads, trunklines, tilt ups, and wastewater treatment plans.
• Checked subdivision maps and metes and bounds legal descriptions. Designed retaining walls and concrete bulkheads.
• Prepared public improvement plans including sidewalks, sewers, and storm drains and preformed construction management of public improvements.

City of Los Angeles, Department of Building & Safety
Structural Engineering Associate
1989 – 1992
• Provided counter plan check and building code consultation for the building departments. • Checked residential and commercial plans, including mechanical, electrical and plumbing. • Reviewed soil, compaction, hydrology analyses and SUSMP reports.

City of Los Angeles, Department of Water & Power
Civil Engineering Associate
1987 – 1989
• Performed geotechnical field reconnaissance and monitored grading operations and soil compaction.
• Prepared soil reports and compaction reports, managed grading projects including mass grading operations, installation of three storm water basins, a divergent structure, and numerous interior roadway improvements for vehicular and pedestrian access.

Albert Kong, S.E.

Senior Structural Plan Review Engineer

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Experience Summary
Albert is a tremendously talented and experienced Structural Plan Review Engineer with nearly 40 years of municipal and private sector experience.

He has a well- rounded knowledge of the industry, and extensive experience – ranging from construction and design, to plan review , structural peer review and inspection. He is also highly skilled in a variety of structural design software, as well as in the different permitting systems that jurisdictions utilize.

Albert is an adaptable hard worker who has performed many challenging and complex architectural and structural plan reviews on behalf of 4LEAF.

He thrives on challenge and innovation and is an asset to the work we provide to a number of municipalities.

Albert is also fluent in Cantonese and can act as a language interpreter as needed in any jurisdiction.

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4LEAF, Inc.

Senior Plan Review Engineer
2015 – Present
Albert works on behalf of 4LEAF as a Plan Review Engineer and works on all types and sizes of projects and for all design disciplines. He reviews building plans and related documents for compliance with Building Codes, policies, and jurisdiction requirements for commercial, industrial, and residential buildings. Albert also performs pre -submittal “page turning” sessions with design teams to facilitate smoother and faster plan review and permitting process. He is experienced in managing the plan review and document control for large multi-disciplinary projects.

Experience
39+ years

Registrations
Registered Structural Engineer,
California No.3942
Registered Civil Engineer, California,
No. 44809
Registered Civil Engineer, Arizona,
No. 31265
Registered Civil Engineer, Colorado,
No. 31870

Education
M.S. Civil Engineering, California State
University, Sacramento

B.S. Civil Engineering, California State
University, Sacramento

Certifications
ICBO Certified Plans Examiner
No. 23831

Affiliations
Member, American Society of Civil
Engineers.

Member, Construction Management
Association of America

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Albert Kong, S.E.

AW Kong Building Consultant
Principal Plan Review Engineer
1995 – 2006
Albert owned and managed an extremely successful business for over 10 years, employed up to 8 consultants at a time, and managed roughly 40 active jobs concurrently. He provided complete plan review services. Albert is known for providing outstanding client care, communication, honesty, and reliability. Services included Planning, Design, Review, and Inspection. Select consulting projects included:
• Broadstone Power Center – Folsom, CA
• Galleria Power Center – Roseville, CA
• City Hall – Roseville, CA
• Apartments and Broadstone – Folsom, CA
• Sacramento County Jail – Sacramento, CA
• Kaiser Medical Center – Rancho Cordova, CA
• Costco – Folsom, CA
• Capital Christian High School – Rancho Cordova, CA
• Lakeside Church – Folsom, CA
• The Rock Church – Roseville, CA
• Church of Latter-Day Saints – Sacramento, CA
• Century 21 Theater – Folsom, CA
• Kinder Care – Folsom, CA
• Eskaton Senior Residence – Carmichael, CA
• Tahoe Joe’s – multiple locations
• McDonald’s – multiple locations

Sacramento County Building Department
Engineer/Architect
1986 – 1994
Albert supervised Assistant Engineers/Architects and Building Inspectors, assisted Senior Engineer/Architects with departmental administration, and provided technical code requirement training for assistant engineers. He also reviewed plans for structural and architectural compliance, provided building code interpretation for the public, and performed field inspections for unusual and problematic structural elements as needed. He conducted structural damage assessments of buildings after the 1994 Northridge earthquake.

Hoi Wong & Associates
Plan Check Consultant
1990 – 1994
• City of Folsom architectural plan review consultant
• City of Sacramento architectural plan review consulting engineer

Steven Raney, MCP, CASp, CBO
Building Official

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Experience Summary
Steven is an ICC Certified Building Official with more than 29 years of hands- on experience in facility construction and development, multidisciplinary industrial research, production, and management. He is equally adept as an individual contributor or in a team environment with senior managerial experience. Steven has acted as a project lead directly responsible for design, construction and commissioning of numerous capital improvement and build-out bio -tech projects. He has extensive hands -on research and production experience in all aspects of biotechnology scie nce, process optimization, and implementation. His proven effective experience in working with local jurisdictions for project completions make Steve n a vital asset to any team.

Select Professional Experience

4LEAF, Inc.

Project Manager/Building Official
2021 - Present
Steven is proficient in providing inspections, evaluations, approving construction of structural systems, and overseeing effective implementation of accessibility requirements.

City of Palmdale – Palmdale, CA
Building Official
2021 – 2021
• Administrated of all functions of the Building & Safety Division including plan check, inspection, and permit issuance
• Prepared of yearly budget
• Participated in the Development Advisory Board representing Building & Safety to provide conditions of approval for proposed projects • Prepared reports, ordinances, and memos for City Council • Completed inspections and plan review for complicated projects

City of Big Bear Lake – Big Bear Lake, CA
Chief Building Official
2019 – 2021
• Supervised a staff of Building Inspectors, Plans Examiners, and Building Permit Technicians
Experience
29+ years

Education
BS – Northern Arizona University
Pasadena Supervisory Academy

Certifications
Certified Access Specialist (CASp)
#519
Certified Building Official
Master Code Professional
Accessibility Inspector/Plans
Examiner
CA Residential Building Inspector
CA Commercial Building Inspector
Electrical Inspector
Plumbing Inspector
Mechanical Inspector
Combination Inspector
Building Plans Examiner
Building Code Specialist
Structural Masonry Special
Inspector
Fire Plans Examiner
Energy Plans Examiner
Property Maintenance and Housing
Inspector
Fire Inspector I
Fire Inspector II
Fire Code Specialist
CALGreen Inspector/Plans
Examiner
Mechanical Plans Examiner
Certified Fire Marshal
Plumbing Plans Examiner
Mechanical Code Specialist
Plumbing Code Specialist
Certified Sustainability Professional
California Building Plans Examiner

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Steven Raney
• Resolved code interpretation issues for new and existing buildings for compliance with the adopted Plumbing, Mechanical, Building, Electrical, and City municipal Codes • Adopted modifications to the State T-24 codes when necessary

CA Housing & Community Development (HCD) – Southern California Area Codes & Standards Administrator
2019 – 2019
Directed, organized, scheduled, and monitored activities and inspections for the Mobile Home Parks program and staff in the Southern California Area offices. Enforced Title 24, 25, and HSC codes, installation and alteration of all manufactured, modular buildings, and mobile home parks.

City of Palmdale – Palmdale, CA
Supervising Building Inspector
2018 – 2019
Oversaw plans, supervision, coordination, and assignment of activities and operations of building inspection within the Building & Safety Division of the Development Services department. Performed sensitive and difficult inspections. Projects included mult i-family, commercial, single family, and city capital improvement projects.

County of San Bernadino – Hesperia, CA
Regional Building Inspector Supervisor
2015 – 2018
Supervised 3 County Satellite offices including Inspection, Plan Check, Counter Duty, and Permit Technicians. Conducted CASp inspections throughout the county. Performed inspection of County capital improvement projects.

Right at Home Construction Services – El Cajon, CA
Building Inspector
2006 – 2015
Directly supervised the design, construction, and completion of a Clinical Manufacturing Facility (CMF – Inspection of new residential projects in single - and multi-family homes. Checked construction including MEP’s, framing, lath and roofing, and all structural and life safety components to ensure code standard.

JAS Pacific – Barstow, CA
Building Inspector
2004 – 2006
Inspection of residential, commercial, and industrial projects throughout City.

Raney’s Masonry – Hesperia, CA
Masonry Superintendent
1996 – 2004
Managed the daily operations of a masonry construction company.

Christopher L. Garramone
Senior Combination Building Inspector

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Experience Summary
With over 43 years of specialized electrical field experience in all aspects of commercial and industrial electrical inspection, Christopher Garramone exhibits a valuable skillset and is an asset to the projects he is assigned. Adept in management, design, installation, termination, and control as a Quality Assurance (QA) Manager, Quality Control (QC) Electrical Inspector, Consultant, Electrician, and Supervisor, Christopher’s professional experience is practiced, successful, and ever- growing. He has been involved in several energy projects for the California Energy Commission ranging from the CPV Sentinel Project to the Ivanpah Project.

His proven track record of maintaining expert communication skills with clients, craftsmen, contractors, and government agencies help bring projects in on time, on budget , and to successful completion of project goals. He is skilled in his craft and has a wealth of energy experience that provides the needed time, effort, and quality to client projects.

Select Project Experience

4LEAF, Inc.

Senior Combination Building Inspector
Christopher is our lead Inspector in energy -related projects that require an expert hand. He leads inspections and provides management for all teams involved to reach successful project completion.

West Coast Code Consultants
Lead Building Inspector
Pio Pico Energy Center
Lead Inspector for the Pio Pico Energy Center, 318 MW, LMS 100 power project, privately owned for the California Energy Commission, located on the Otay Mesa in San Diego County.

Carlsbad Energy Center
Commercial / Industrial Building Inspector
Carlsbad, CA
Building Inspector on staff for the 500+ MW, LMS 100 gas turbine power project Carlsbad Energy Center, Carlsbad, CA for NRG Energy.

Experience
43+ years

Registrations/Certifications
NFPA 70E Certified Electrical Safety
Compliance Professional (CESCP)
Licensed Electrical Contractor
ICC E-1 Residential Electrical Inspector
ICC E-2 Commercial Electrical Inspector
ICC Building Inspector
CAL EMA Safety Assessment Program
FHA 203K Consultant Certification
PVI – Boiler Technician Certification
Building Specs Inc., Pool, Spa, Pier &
Bulkhead Inspections Certification
Building Specs Inc., Home Inspection
Education Course Certification
Advanced Auto CAD 2000 Certification

Professional Affiliations
International Code Council
International Conf. of Building Officials
National Fire Protection Association
American Construction Inspectors Assoc.

Divers Alert Network

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Christopher L. Garramone
Bureau Veritas, North America
Solar Electrical Inspector
County of Fresno (Various Projects)
Inspected multiple new solar installations for the County of Fresno including: Terranova Helms Solar, Helms, CA; FCP Solar Project, Kerman, CA; JSA Phelps/CalCom Solar, Coalinga, CA. Additionally, the Chevron Cogen Upgrade for Fresno County, Coalinga, CA was inspected.

Quality Assurance Inspector
Edgewater Project
Edgewater Unit 5 Air Quality Control System (AQCS) -Alliant Energy, Wisconsin Power and Light Company. Duties included field surveillance and reporting on construction activities to the Project Owners of the EPC and their subcontractors. Assisting the owner’s engineering staff with Inspection Test Plan (ITP) review and verification. Field installation personnel utilized these ITP plans.

Electrical Inspector
Ivanpah Project
Ivanpah Solar Generating System- California Energy Commission / BrightSource Energy. Duties included providing support for the CBO and staff, including field inspections, and verifying test results. Ivanpah Solar Energy Generating System (ISEGS) is a 392 MW (gross) solar thermal power facility developed by BrightSource Energy. Utilizing BrightSource Energy efficient and environmentally responsible LPT 550 technology, the project combined innovative solar technology with conventional, off -the-shelf power components to produce clean, reliable power at scale.

Electrical Inspector
CPV Sentinel Project
California Energy Commission / Competitive Power Ventures. Duties included field inspections, documentation of inspections and support of the Senior On -Site Inspector. Project consisted of eight natural gas-fired, GE Energy LMS-100 Combustion Turbine Generators (CTGs) operating in simple cycle mode. Each exhaust stack being 13.5 feet in diameter and 90 feet tall. The station produces up to 850MW power in Desert Hot Springs, CA.

Brandi Quin
Permit Technician

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Experience Summary
Brandi is a Permit Technician with over 29 years of professional experience within an office. She excels in plan check procedures, ensuring accuracy in information, and calculating permit fees. Her background involves tasks such as managing permit applications, supervis ing office personnel, and handl ing financial tasks. Brandi is p roficient in communicating procedures to various stakeholders, she is a valuable asset in facilitating smooth operations and maintaining compliance in permit processes. Overall, Brandi works hard and strives to achieve the best results in anything that she does.

Select Professional Experience

4LEAF Inc.

Permit Technician
2022 – Present
Brandi is a dedicated team member who excels in her role as a Permit Technician. She performs a wide variety technical and clerical duties to support Building Departments by assisting customers, reviewing applications and plan submittals, collaborating with other departments and agencies, handling fees, and scheduling inspections. Brandi’s responsibilities as a Permit Technician include:
• Issuing and tracking permits throughout the course of the permitting process. • Managing incoming and outgoing calls and obtaining appropriate permits for construction a variety of construction projects.
• Assisting applicants throughout the permit application process by answering questions, addressing concerns, and providing guidance.
• Coordinating and scheduling appointments for project inspections. • Filing blueprints, permits, drawings, and other physical documents in addition to managing, retrieving, organizing, recording, and preserving data electronically. • Collaborating with designers to develop handouts and other informational material for clients. • Examining plans, blueprints, and other documents to verify accuracy and completeness according to the build code and assisting building inspectors.
• Creating permit files and distributing applications for review, updating, and maintaining permitting records, tracking, and reporting on permit activity, and determining and collecting permit fees.

Experience
29+ years

Certification
ICC Permit Technician Certification

Skills
MS Office Suite
QuickBooks

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Brandi Quin
Curtis Plumbing
Office Manager
2006 – 2022
• Submitted permit applications to obtain an accurate permit according to the scope of work. • Answered customer calls and scheduled their appointments accordingly based on the severity of their plumbing issues.
• Supervised and trained all office personnel.
• Responsible for all financial tasks including processing payroll & taxes, preparing accounts payable & accounts receivable transactions, and reconciling bank statements, deposits, and cash flow balances.
• Monitored and purchased material for all field work, including a weekly review of inventory stock of individual technician vehicles.

CSIS Insurance
Customer Service Representative / Agent
2016
– 2019
• Provided and delivered policies to clients.
• Assisted agents with quotes and policy specific documents for commercial, residential, and personal accounts.

Albertsons
Bookkeeper – Administrative Personnel Coordinator
1996 – 2006
• Prepared weekly submittal of payroll for all employees. • Organized and processed all new hire paperwork.
• Reconciled daily cash vault including the replenishment of finances as necessary.

Nolan Miya
Permit Technician
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Experience Summary
Nolan’s diverse professional experience has thoroughly prepared him t
o perform all Permit Technician duties with diligence and accuracy. He is a meticulous professional with extensive administrative skills serving multiple municipalities, managing multiple professional projects and deadlines simultaneously, and creating new and adaptive procedures to meet continually changing demand. Nolan has over 11 years of customer service
experience, and is skilled at fielding phone calls, receiving and directing visitors, word processing, and creating detailed spreadsheets and presentations. He is also fluent in
Mandarin, Cantonese, and Spanish.

Nolan’s
years of experience with verifying the quality, precision, and usefulness of various tools during multiple projects, has provided him keen eye for detail and efficacy which he brings into every professional role.

Select
Professional Experience
4LEAF, Inc.

Permit Technician
2021 – Present
Nolan helps contribute to the productivity of 4LEAF’s Building Department by:
• Assisting in the processing and issuing of permits to the public. • Assisting in the examination of plans, blueprints, and other documents to verify completeness and accuracy according to the building code.
• Thoroughly explaining requirements and assisting permit applicants through the duration of the application process.
• Communicating and establishing effective professional relationships with developers, building contractors, and the general public.
• Performing other related duties as assigned.

Inter
west Consulting Group – Anaheim, CA
Permit Coordinator
2019 – 2021
• Coordinated all plan check logistics for multiple departments for the Hollywood Park Development in the City of Inglewood
• Created and maintained logs for plan check and contract tracking • Worked directly with applicants to assist with consultant and City processes Experience
11+ years
Educat
ion
B.A. from UC Irvine
Skills
Accela
Permits Plus
DAPTS
Permit City
DELTEK

TIDEMARK
Certi
fication
ICC Certified Permit Technician
Languages
Mandarin
Cantonese
Spanish

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Nolan Miya
• Assisted the applicant and City with the permitting of large developments in Hollywood Park • Delivered incoming and outgoing projects between Cities and consultants= CSG C
onsultants – Fullerton, CA
Permit Technician
2016 – 2019
• Helped property owners and contractors understand current City building code requirements • Maintained interdepartmental communications to track and progress project workflow • Assisted applicants through permit process and issued permits when projects complied • Coordinated inspections with the community and various City divisions • Recorded and issued building permits when applicants have complied with city requirements Burea
u Veritas North America, Inc. – Costa Mesa, CA
Marketing Associate/Administrative Support
2014 – 2017
• Sent out proposals to prospective cities that are requesting assistance with building and fire inspections and plan checks
• Kept records of incoming and outgoing plans in Deltek project management system • Inspected incoming plan checks and delegated work amongst independent contractors • Updated applicants with the status of their projects and directed them to the appropriate contacts for technical inquiries
• Kept records of hours in Deltek billing system to bill applicants and fulfill employee invoices

Standard Agreement Page 1 of 13 City of National City and Revised January 2024 4LEAF Inc.

AGREEMENT

BY AND BETWEEN

THE CITY OF NATIONAL CITY
AND
4LEAF, INC.

THIS AGREEMENT is entered into by and between the CITY OF NATIONAL CIT Y, a municipal corporation ( “CITY”), and 4LEAF, INC. , a California Corporation (“CONSULTANT”).

R E C I T A L S
WHEREAS, the CITY desires to employ a CONSULTANT to provide permit processing, plan review, and inspection services.

WHEREAS, the CITY has determined that the CONSULTANT is a plan review and community development services firm and is qualified by experience and ability to perform the services desired by the CITY, and the CONSULTANT is willing to perform such services.

NOW, THEREFORE, THE PARTIES HERETO DO MUTUALLY AGREE AS FOLLOWS:

1. ENGAGEMENT OF CONSULTANT. The CITY agrees to engage the CONSULTANT to provide permit processing, plan review, and inspection services and the CONSULTANT agrees to perform the services set forth here in accordance with all terms and conditions contained herein.

The CONSULTANT represents that all services shall be performed directly by the CONSULTANT or under direct supervision of the CONSULTANT.

2. EFFECTIVE DATE AND LENGTH OF AGREEMENT. This Agreement shall not become effective and binding until fully executed by both the CITY and CONSULTANT. The duration of this Agreement is from the effective date through April 21, 2028. This Agreement may be extended by mutual agreement upon the same terms and conditions for an additional one (1) year term. The Parties may exercise up to three (3) one-year extensions. Any extension of this Agreement must be approved in writing by the City Manager.

3. SCOPE OF SERVICES. The CONSULTANT will perform services as set forth in the attached Exhibit “D”.

The CONSULTANT shall be responsible for all research and reviews related to the work and shall not rely on personnel of the CITY for such services, except as authorized in advance by the CITY.

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The CITY may unilaterally, or upon request from the CONSULTANT, from time to time reduce or increase the Scope of Services to be performed by the CONSULTANT under this Agreement. Upon doing so, the CITY and the CONSULTANT agree to meet in good faith and confer for the purpose of negotiating a corresponding reduction or incr ease in the compensation associated with said change in services.

4. PROJECT COORDINATION AND SUPERVISION . Samuel Marrinan, Building Official, hereby is designated as the Project Coordinator for the CITY and will monitor the progress and execution of thi s Agreement. The CONSULTANT shall assign a single Project Director to provide supervision and have overall responsibility for the progress and execution of this Agreement for the CONSULTANT. Marcus Johnson thereby is designated as the Project Director for the CONSULTANT.

5. COMPENSATION AND PAYMENT . The compensation for the CONSULTANT shall be based on monthly billings covering actual work performed. Billings shall include labor classifications, respective rates, hours worked and , also materials, if any. The total cost for all work described in Exhibit “D”, shall not exceed $1,350,000 for the entirety of the contract. The compensation for the CONSULTANT’s work shall not exceed the rates set forth in Exhibit “D”. Monthly invoices will be processed for payment and remitted within thirty (30) days from receipt of invoice, provided that work is accomplished consistent with Exhibit “D”, as determined by the CITY.

The CONSULTANT shall maintain all books, documents, papers, employee time sheets, accounting records, and other evidence pertaining to costs incurred, and shall make such materials available at its office at all reasonable times during the term of this Agreement and for three (3) years from the date of final payment under this Agreement, for inspection by the CITY, and for furnishing of copies to the CITY, if requested.

6. ACCEPTABILITY OF WORK . The CITY shall decide any and all questions which may arise as to the quality or acceptability of the services performed and the manner of performance, the acceptable completion of this Agreement, and the amount of compensation due.

In the event the CONSULTANT and the CITY cannot agree to the quality or acceptability of the work, the manner of performance, and/or the compensation payable to the CONSULTANT in this Agreement, the CITY or the CONSULTANT shall give to the other written notice. Within ten (10) business days, the CONSULTANT and the CITY shall each prepare a report which supports their position and file the same with the other party. The CITY shall, with reasonable diligence, determine the quality or acceptability of the work, the manner of perfo rmance, and/or the compensation payable to the CONSULTANT.

7. DISPOSITION AND OWNERSHIP OF DOCUMENTS . The Memoranda, Reports, Maps, Drawings, Plans, Specifications, and other documents prepared by the CONSULTANT for this project, whether paper or electron ic, shall: (1) be free from defects; (2) become the property of the CITY for use with respect to this project ; and (3) shall be turned over to the CITY upon completion of the project, or any phase thereof, as contemplated by this Agreement.

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Standard Agreement Page 3 of 13 City of National City and Revised January 2024 4LEAF Inc.

Contemporaneously with the transfer of documents, the CONSULTANT hereby assigns to the CITY, and CONSULTANT thereby expressly waives and disclaims any copyright in, and the right to reproduce, all written material, drawings, plans, specifications, or other work prepared under this A greement, except upon the CITY’s prior authorization regarding reproduction, which authorization shall not be unreasonably withheld. The CONSULTANT shall, upon request of the CITY, execute any further document(s) necessary to fur ther effectuate this waiver and disclaimer.

The CONSULTANT agrees that the CITY may use, reuse, alter, reproduce, modify, assign, transfer, or in any other way, medium, or method utilize the CONSULTANT’ s written work product for the CITY’ s purposes, and the CONSULTANT expressly waives and disclaims any residual rights granted to it by Civil Code Sections 980 through 989 relating to intellectual property and artistic works.

Any modification or reuse by the CITY of documents, drawings, or specifications prepared by the CONSULTANT shall relieve the CONSULTANT from liability under Section 15, but only with respect to the effect of the modification or reuse by the CITY, or for any liability to the CITY should the documents be used by the CITY for some project o ther than what was expressly agreed upon within the Scope of Services of this project, unless otherwise mutually agreed.

8. INDEPENDENT CONTRACTOR. Both parties hereto in the performance of this Agreement will be acting in an independent capacity and not as agents, employees, partners, or joint venturers with one another. Neither the CONSULTANT nor the CONSULTANT’ s employees are employees of the CITY, and are not entitled to any of the rights, benefits, or privileges of the CITY’s employees, including but not limited to retirement, medical, unemploy - ment, or workers’ compensation insurance.

This Agreement contemplates the personal services of the CONSULTANT and the CONSULTANT’s employees, and it is recognized by the parties that a substantial inducement to the CITY for entering into this Agreement was, and is, the professional reputation and competence of the CONSULTANT and its employees. Neither this Agreement , nor any interest herein, may be assigned by the CONSULTANT without the prior written consent of the CITY.

Nothing herein contained is intended to prevent the CONSULTANT from employing or hiring as many employees, or SUBCONSULTANTS, as the CONSULTANT may deem necessary for the proper and efficient performance of this Agreement. All agreements by CONSULTANT with its SUBCONSULTANT(S) shall require the SUBCONSULTANT(S) to adhere to the applicable terms of this Agreement.

9. CONTROL. Neither the CITY, nor its officers, agents, or emp loyees shall have any control over the conduct of the CONSULTANT or any of the CONSULTANT’ s employees, except as set forth in this Agreement. The CONSULTANT, or the CONSULTANT’ s agents, servants, or employees are not in any manner agents, servants, or empl oyees of the CITY. The CONSULTANT and its agents, servants, and employees are wholly independent from the CITY and CONSULTANT’s obligations to the CITY are solely prescribed by this Agreement.

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Standard Agreement Page 4 of 13 City of National City and Revised January 2024 4LEAF Inc.

10. COMPLIANCE WITH APPLICABLE LAW . The CONSULTANT, in the performance of the services to be provided herein, shall comply with all applicable state and federal statutes and regulations, and all applicable ordinances, rules, and regulations of the City of National City, whether now in force or subsequently enacted. The CONSULTANT and each of its SUBCONSULTANT(S), shall obtain and maintain a current City of National City business license prior to and during performance of any work pursuant to this Agreement.

11. LICENSES, PERMITS, ETC . The CONSULTANT represents and covenants that it has all licenses, permits, qualifications, and approvals of whatever nature that are legally required to practice its profession. CONSULTANT must promptly produce a copy of any such license, permit, or approval to CITY upon request. The CONSULTANT represents and covenants that the CONSULTANT shall, at its sole cost and expense, keep in effect at all times during the term of this Agreement, any license, permit, or approval which is legally required for the CONSULTANT to practice its profession.

12. STANDARD OF CARE.

A. The CONSULTANT, in performing any services under this Agreement, shall perform in a manner consistent with that level of care and skill ordinarily exercised by members of the CONSULTANT’s trade or profession currently practicing under similar conditions and in similar locations. The CONSULTANT shall take all special precautions necessary to protect the CONSULTANT’s employees and members of the public from risk of harm arising out of the nature of the work and/or the conditions of the work site.

B. Unless disclosed in writing prior to the date of this Agreement, the CONSULTANT warrants to the CITY that it is not now, nor has it for the five (5) years preceding, been debarred by a governmental agency or involved in debarment, arbi tration, or litigation proceedings concerning the CONSULTANT’ s professional performance or the furnishing of materials or services relating thereto.

C. The CONSULTANT is responsible for identifying any unique products, treatments, processes, or materials w hose availability is critical to the success of the project the CONSULTANT has been retained to perform, within the time requirements of the CITY, or, when no time is specified, then within a commercially reasonable time. Accordingly, unless the CONSULTANT has notified the CITY otherwise, the CONSULTANT warrants that all products, materials, processes, or treatments identified in the project documents prepared for the CITY are reasonably commercially available. Any failure by the CONSULTANT to use due diligence under this sub-section will render the CONSULTANT liable to the CITY for any increased costs that result from the CITY’ s later inability to obtain the specified items or any reasonable substitute within a price range that allows for project completion in the time frame specified or, when not specified, then within a commercially reasonable time.

13. DRUG FREE WORKPLACE. The CONSULTANT agrees to comply with the CITY’s Drug-Free Workplace requirements. Every person awarded a contract by the CITY for the provision of services shall certify to the CITY that it will provide a drug -free workplace. Any subcontract entered into by the CONSULTANT pursuant to this Agreement shall contain this provision.

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Standard Agreement Page 5 of 13 City of National City and Revised January 2024 4LEAF Inc.

14. NON-DISCRIMINATION PROVISIONS . The CONSULTANT shall not discriminate against any employee or applicant for employment because of age, race, color, ancestry, religion, sex, sexual orientation, marital status, national origin, physical handicap, or medical condition. The CONSULTANT will take positive action t o insure that applicants are employed without regard to their age, race, color, ancestry, religion, sex, sexual orientation, marital status, national origin, physical handicap, or medical condition. Such action shall include, but not be limited to , the fol lowing: employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination, rates of pay or other forms of compensation, and selection for training, including apprenticeship. The CONSULTANT agrees to post in conspicuous places available to employees and applicants for employment any notices provided by the CITY setting forth the provisions of this non-discrimination clause.

15. CONFIDENTIAL INFORMATION . The CITY may from time to time communicate to the CONSULTANT certa in confidential information to enable the CONSULTANT to effectively perform the services to be provided herein. The CONSULTANT shall treat all such information as confidential and shall not disclose any part thereof without the prior written consent of the CITY. The CONSULTANT shall limit the use and circulation of such information, even within its own organization, to the extent necessary to perform the services to be provided herein. The foregoi ng obligation of this Section 15 , however, shall not apply t o any part of the information that (i) has been disclosed in publicly available sources of information; (ii) is, through no fault of the CONSULTANT, hereafter disclosed in publicly available sources of information; (iii) is already in the possession of the CONSULTANT without any obligation of confidentiality; or (iv) has been or is hereafter rightfully disclosed to the CONSULTANT by a third party, but only to the extent that the use or disclosure thereof has been or is rightfully authorized by that third party.

The CONSULTANT shall not disclose any reports, recommendations, conclusions, or other results of the services or the existence of the subject matter of this Agreement without the prior written consent of the CITY. In its performance hereunder, the CONSULTANT shall comply with all legal obligations it may now or hereafter have respecting the information or other property of any other person, firm, or corporation.

CONSULTANT shall be liable to CITY for any damages caused by breach of this condition, pursuant to the provisions of Section 16.

16. INDEMNIFICATION AND HOLD HARMLESS . To the maximum extent provided by law, the CONSULTANT agrees to defend, indemnify, and hold harmless the City of National City, its officers, officials, agents, employees, and volunteers against and from any and all liability, loss, damages to property, injuries to, or death of any person or persons, and all claims, demands, suits, actions, proceedings, reasonable attorneys’ fees, and defense costs, of any kind or nature, including workers’ compensation claims, of or by anyone whomsoever, resulting from or arising out of the CONSULTANT’ s performance or other obligations under this Agreem ent; provided, however, that this indemnification and hold harmless shall not include any claims or liability arising from the established sole negligence or willful misconduct of the CITY, its agents, officers, employees, or volunteers. CITY will cooperat e reasonably in the defense of any action, and CONSULTANT shall employ competent counsel, reasonably acceptable to the City Attorney.

The indemnity, defense, and hold harmless obligations contained herein shall survive the termination of this Agreement for any alleged or actual omission, act, or negligence under this Agreement that occurred during the term of this Agreement.

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17. EMPLOYEE PAYMENTS AND INDEMNIFICATION.

17.1 PERS Eligibility Indemnification . If CONSULTANT’s employee(s) providing services under this Agreement claims, or is determined by a court of competent jurisdiction or the California Public Employees Retirement System (“PERS”) to be eligible for enrollment in PERS of the CITY, CONSULTANT shall indemnify, defend, and hold harmless CITY for the payment of any employer and employee contributions for PERS benefits on behalf of the employee as well as for payment of any penalties and interest on such contributions which would otherwise be the responsibility of the CITY.

CONSULTANT’S employees providing service under this Agreement shall not:
(1) qualify for any compensation and benefit under PERS; (2) be entitled to any benefits under PERS; (3) enroll in PERS as an employee of CITY; (4) receive any employer contributions paid by CITY for PERS benefits; or (5) be entitled to any other PERS-related benefit that would accrue to a CITY employee. CONSULTANT’s employees hereby waive any claims to benefits or compensation d escribed in this Section 17 . This Section 17 applies to CONSULTANT notwithstanding any other agency, state , or federal policy, rule, regulation, law , or ordinance to the contrary.

17.2 Limitation of CITY Liability . The payment made to CONSULTANT under this Agreement shall be the full and complete compensation to which CONSULTANT and CONSULTANT’s officers, employees, agents, and subcontractors are entitled for performance of any work under this Agreement. Neither CONSULTANT nor CONSULTANT’s officers, employees, agents, and subcontractors are entitled to any salary or wages , or retirement, health, leave, or other fringe benefits applicable to CITY employees. The CITY will not make any federal or state tax withholdings on behalf of CONSULTANT. The CITY shall not be required to pay any workers’ compensation insurance on behalf of CONSULTANT.

17.3 Indemnification for Employee Payments . CONSULTANT agrees to defend and indemnify the CITY for any obligation, claim, suit, or demand for tax, retirement contribution including any contribution to PERS, social security, salary or wages, overtime payment, or workers’ compensation payment which the CITY may be required to make on behalf of (1) CONSULTANT, (2) any employee of CONSULTANT, or (3) any employee of CONSULTANT construed to be an employee of the CITY, for work performed under this Agreement. This is a continuing obligation that survives the termination of this Agreement.

18. WORKERS’ COMPENSATION. The CONSULTANT shall comply with all of the provisions of the Workers’ Compensation Insurance and Safety Acts of the State of California, the applicable provisions of Division 4 and 5 of the California Labor Code, and all amendments thereto; and all similar s tate or federal acts or laws applicable; and shall indemnify, and hold harmless the CITY and its officers, employees, and volunteers from and against all claims, demands, payments, suits, actions, proceedings, and judgments of every nature and description, including reasonable attorney’s fees and defense costs presented, brought, or recovered against the CITY or its officers, employees, or volunteers, for or on account of any liability under any of said acts which may be incurred by reason of any work to be performed by the CONSULTANT under this Agreement.

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19. INSURANCE. The CONSULTANT, at its sole cost and expense, shall purchase and maintain, and shall require its SUBCONSULTANT(S), when applicable, to purchase and maintain throughout the term of this Agreement, the following insurance policies:

A. If checked, Professional Liability Insurance (errors and omissions) with minimum limits of $1,000,000 per occurrence.

B. Automobile Insurance covering all bodily injury and property damage incurred d uring the performance of this Agreement, with a minimum coverage of $1,000,000 combined single limit per accident. Such automobile insurance shall include owned, non -owned, and hired vehicles. The policy shall name the CITY and its officers, agents, employ ees, and volunteers as additional insureds, and a separate additional insured endorsement shall be provided.

C. Commercial General Liability Insurance, with minimum limits of either $2,000,000 per occurrence and $4,000,000 aggregate, or $1,000,000 per occurre nce and $2,000,000 aggregate with a $2,000,000 umbrella policy, covering all bodily injury and property damage arising out of its operations, work, or performance under this Agreement. The policy shall name the CITY and its officers, agents, employees, and volunteers as additional insureds, and a separate additional insured endorsement shall be provided. The general aggregate limit must apply solely to this “project” or “location”. The “project” or “location” should be noted with specificity on an endorsement that shall be incorporated into the policy.

D. Workers’ Compensation Insurance in an amount sufficient to meet statutory requirements covering all of CONSULTANT’ s employees and employers’ liability insurance with limits of at least $1,000,000 per accident. In addition, the policy shall be endorsed with a waiver of subrogation in favor of the CITY. Said endorsement shall be provided prior to commencement of work under this Agreement.

If CONSULTANT has no employees subject to the California Workers’ Compensation and Labor laws, CONSULTANT shall execute a Declaration to that effect. Said Declaration shall be provided to CONSULTANT by CITY.

E. The aforesaid policies shall constitute primary insurance as to the CITY, its officers, officials, employees, and volunteers, so that any other policies held by the CITY shall not contribute to any loss under said insurance. Said policies shall provide for thirty (30) days prior written notice to the CITY ’s Risk Manager, at the address listed in subsection G below, of cancellation or material change.

F. If required insurance coverage is provided on a “claims made” rather than “occurrence” form, the CONSULTANT shall maintain such insurance coverage for three (3) years after expiration of the term (and any extensions) of this Agreement. In addition, the “retro” date must be on or before the date of this Agreement.

G. The Certificate Holder for all policies of insurance required by this Section shall be:

City of National City
c/o Risk Manager
1243 National City Boulevard
National City, CA 91950-4397

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H. Insurance shall be written with only insurers authorized to conduct business in California that hold a current policy holder’s alphabetic and financial size category rating of not less than A:VII according to the current Best’s Key Rating Guide, or a company of equal financial stability that is approved by the CITY’s Risk Manager. In the event coverage is provided by non- admitted “surplus lines” carriers, they must be included on the most recent List of Ap proved Surplus Line Insurers (“LASLI”) and otherwise meet rating requirements.

I. This Agreement shall not take effect until certificate(s) or other sufficient proof that these insurance provisions have been complied with, are filed with and approved by the CITY’s Risk Manager. If the CONSULTANT does not keep all insurance policies required by this Section 19 in full force and effect at all times during the term of this Agreement, the CITY may treat the failure to maintain the requisite insurance as a breach of this Agreement and terminate the Agreement as provided herein.

J. All deductibles and self-insured retentions in excess of ten-thousand dollars ($10,000) must be disclosed to and approved by the CITY. CITY reserves the right to modify the insurance requirements of this Section 19, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances.

K. If the CONSULTANT maintains broader coverage or higher limits (or both) than the minimum limits shown above, the CITY shall be entitled to the broader coverage or higher limits (or both) maintained by the CONSULTANT. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the CITY.

20. LEGAL FEES. If any party brings a suit or action against the other party arising from any breach of any of the covenants or agreements or any inaccuracies in any of the representations and warranties on the part of the other party arising out of this Agreement, then in that event, the prevailing party in such action or dispute, whether by final judgment or out-of-court settlement, shall be entitled to have and recover of and from the other party all costs and expenses of suit, including attorneys’ fees.

For purposes of determining who is to be considered the prevailing party, it is stipulated that attorney’s fees incurred in the prosecution or defense of the action or suit shall not be considered in determining the amount of the judgment or award. Attorney’s fees to the prevailing party if other than the CITY shall, in addition, be limited to the amount of attorney’s fees incurred by the CITY in its prosecution or defense of the action, irrespective of the actual am ount of attorney’s fees incurred by the prevailing party.

21. TERMINATION.

A. This Agreement may be terminated with or without cause by the CITY.

Termination without cause shall be effective only upon sixty (60) day’s written notice to the CONSULTANT. During said sixty (60) day period the CONSULTANT shall perform all services in accordance with this Agreement.

B. This Agreement may also be terminated immediately by the CITY for cause in the event of a material breach of this Agreement, misrepresentation by the CONSULTANT in connection with the formation of this Agreement or the performance of services, or the failure to perform services as directed by the CITY.

C. Termination with or without cause shall be effected by delivery of written Notice of Termination to the CONSULTANT as provided for herein.

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D. In the event of termination, all finished or unfinished Memoranda Reports, Maps, Drawings, Plans, Specifications , and other documents prepared by the CONSULTANT, whether paper or electronic, shall immediately become the property of and be delivered to the CITY, and the CONSULTANT shall be entitled to receive just and equitable compensation for any work satisfactorily completed on such documents and other materials up to the effective date of the Notice of Termination, not to exceed the amounts payable hereunder, and less any damages caused the CITY by the CONSULTANT’ s breach, if any. Thereafter, ownership of said writ ten material shall vest in the CITY all rights set forth in Section 7.

E. The CITY further reserves the right to immediately terminate this Agreement upon: (1) the filing of a petition in bankruptcy affecting the CONSULTANT; (2) a reorganization of the CONSULTANT for the benefit of creditors; or (3) a business reorganization, change in business name, or change in business status of the CONSULTANT.

22. NOTICES. All notices or other communications required or permitted hereunder shall be in writing, and sha ll be personally delivered; or sent by overnight mail (Federal Express or the like); or sent by registered or certified mail, postage prepaid, return receipt requested; or sent by ordinary mail, postage prepaid; or telegraphed or cabled; or delivered or se nt by telex, telecopy, facsimile , or fax; and shall be deemed received upon the earlier of (i) if personally delivered, the date of delivery to the address of the person to receive such notice, (ii) if sent by overnight mail, the business day following its deposit in such overnight mail facility, (iii) if mailed by registered, certified, or ordinary mail, five (5) days (ten (10) days if the address is outside the State of California) after the date of deposit in a post office, mailbox, mail chute, or other like facility regularly maintained by the United States Postal Service, (iv) if given by telegraph or cable, when delivered to the telegraph company with charges prepaid, or (v) if given by telex, telecopy, facsimile, or fax, when sent. Any notice, reques t, demand, direction , or other communication delivered or sent as specified above shall be directed to the following persons:

To CITY: Samuel Marrinan
Building Official
Community Development
City of National City
1243 National City Boulevard
National City, CA 91950-4397

To CONSULTANT:

Marcus Johnson
Project Manager/ Director of SoCal Operations
4Leaf, Inc.
402 West Broadway
San Diego, CA 92101

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Notice of change of address shall be given by written notice in the manner specified in this Section. Rejection or other refusal to accept or the inability to deliver because of changed address of which no notice was given shall be deemed to constitute receipt of the notice, demand, request, or communication sent. Any notice, request, demand, direction , or other communication sent by cable, telex, telecopy, facsimile, or fax must be confirmed within forty-eight (48) hours by letter mailed or delivered as specified in this Section.

23. CONFLICT OF INTEREST AND POLITICAL REFORM ACT
OBLIGATIONS. During the term of this Agreement, the CONSULTANT shall not perform services of any kind for any person or entity whose interests conflict in any way with those of the City of National City. The CONSULTANT also agrees not to specify any product, treatmen t, process, or material for the project in which the CONSULTANT has a material financial interest, either direct or indirect, without first notifying the CITY of that fact. The CONSULTANT shall at all times comply with the terms of the Political Reform Act and the National City Conflict of Interest Code. The CONSULTANT shall immediately disqualify itself and shall not use its official position to influence in any way any matter coming before the CITY in which the CONSULTANT has a financial interest as defin ed in Government Code Section 87103. The CONSULTANT represents that it has no knowledge of any financial interests that would require it to disqualify itself from any matter on which it might perform services for the CITY.

If checked, the CONSULTANT shall comply with all of the reporting requirements of the Political Reform Act and the National City Conflict of Interest Code.

Specifically, the CONSULTANT shall file a Statement of Economic Interests with the City Clerk of the City of National City in a timely manner on forms which the CONSULTANT shall obtain from the City Clerk.

The CONSULTANT shall be strictly liable to the CITY for all damages, costs , or expenses the CITY may suffer by virtue of any violation of this Section 23 by the CONSULTANT.

24. PREVAILING WAGES . State prevailing wage rates may apply to work performed under this A greement. State prevailing wage rates apply to all public works contracts as set forth in California Labor Code, including but not limited to, Sections 1720, 1720.2, 1720.3, 1720.4, and 1771. Consultant is solely responsible to determine if state prevailing wage rates apply and, if applicable, pay such rates in accordance with all laws, ordinances, rules, and regulations.

25. ADMINISTRATIVE PROVISIONS.

A. Computation of Time Periods. If any date or time period provided for in this Agreement is or ends on a Saturday, Sunday, or federal, state, or legal holiday, then such date shall automatically be extended until 5:00 p.m. Pacific Time of the next day which is not a Saturday, Sunday, or federal, state, or legal holiday.

B. Counterparts. This Agreement may be executed in multiple counterparts, each of which shall be deemed an original, but all of which, together, shall constitute but one and the same instrument.

C. Captions. Any captions to, or headings of, the sections or subsections of this Agreement are solely for the convenience of the part ies hereto, are not a part of this Agreement, and shall not be used for the interpretation or determination of the validity of this Agreement or any provision hereof.

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D. No Obligations to Third Parties. Except as otherwise expressly provided herein, the execution and delivery of this Agreement shall not be deemed to confer any rights upon, or obligate any of the parties hereto, to any person or entity other than the parties hereto.

E. Exhibits and Schedules. The Exhibits and Schedules attached hereto are hereby incorporated herein by this reference for all purposes. To the extent any exhibits, schedules, or provisions thereof conflict or are inconsistent with the terms and conditions contained in this Agreement, the terms and conditions of this Agreement shall control.

F. Amendment to this Agreement. The terms of this Agreement may not be modified or amended except by an instrument in writing executed by each of the parties hereto.

G. Assignment & Assumption of Rights. CONSULTANT shall not assign this Agreement, in whole or in part, to any other party without first obtaining the written consent of CITY.

H. Waiver. The waiver or failure to enforce any provision of this Agreement shall not operate as a waiver of any future breach of any such provision or any other provision hereof.

I. Applicable Law. This Agreement shall be governed by and construed in accordance with the laws of the State of California. The venue for any legal action arising under this Agreement shall be in either state or federal court in t he County of San Diego, State of California.

J. Audit. If this Agreement exceeds ten-thousand dollars ($10,000), the parties shall be subject to the examination and audit of the State Auditor for a period of three (3) years after final payment under the Agreement, per Government Code Section 8546.7.

K. Entire Agreement. This Agreement supersedes any prior agreements, negotiations, and communications, oral or written, and contains the entire agreement between the parties as to the subject matter hereof. No subsequent agreement, representation, or promise made by either party hereto, or by or to an employee, officer, agent, or representative of any party hereto shall be of any effect unless it is in writing and executed by the party to be bound thereby.

L. Successors and Assigns. This Agreement shall be binding upon and shall inure to the benefit of the successors and assigns of the parties hereto.

M. Subcontractors or Subconsultants. The CITY is engaging the services of the CONSULTANT identified in this Agreement. The CONSULTANT shall not subcontract any portion of the work, unless such subcontracting was part of the original proposal or is allowed by the CITY in writing. In the event any portion of the work under this Agreement is subcontracted, the subconsultant(s) shall be required to comply with and agree to, for the benefit of and in favor of the CITY, both the insurance provisions in Section 19 and the indemnification and hold harmless provision of Section 16 of this Agreement.

N. Construction. The parties acknowledge and agree that (i) each party is of equal bargaining strength, (ii) each party has actively participated in the drafting, preparation, and negotiation of this Agreement, (iii) each such party has consulted with or has had the opportunity to consult with its own, independent counsel and such other professional advisors as such party has deemed appropriate, relative t o any and all matters contemplated under this Agreement, (iv) each party and such party’s counsel and advisors have reviewed this Agreement, (v) each party has agreed to enter into this Agreement following such review and the rendering of such advice, and (vi) any rule or construction to the effect that ambiguities are to be resolved against the drafting party shall not apply in the interpretation of this Agreement, or any portions hereof, or any amendments hereto.

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IN WITNESS WHEREOF, the parties hereto have executed this Agreement on the date and year written below.

CITY OF NATIONAL CITY

By: ____________________________
Ron Morrison, Mayor

Date: ___________

APPROVED AS TO FORM:

By: ____________________________
Barry J. Schultz
City Attorney

Date: ___________

4LEAF, INC.
(Corporation – signatures of two corporate officers required) (Partnership or Sole proprietorship – one signature)

By: ______________________________
(Name)
(Title)

Date: ___________

By: ______________________________
(Name)
(Title)

Date: ___________

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CONTACT INFORMATION

CITY OF NATIONAL CITY
1243 National City Boulevard
National City, CA 91950-4397

Phone: (619) 336-4351
Contact: Samuel Marrinan
Title: Building Official
Dep.: Community Development
Email: [email protected]
4LEAF, INC.
402 West Broadway
San Diego, CA 92101

Phone: (619) 595-4873
Contact: Marcus Johnson
Title: Project Manager/ Director of SoCal
Operations
Email: [email protected]
Taxpayer I.D. No.: 94-3393574

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AGREEMENT

BY AND BETWEEN

THE CITY OF NATIONAL CITY
AND
TRUE NORTH COMPLIANCE SERVICES, INC.

THIS AGREEMENT is entered into by and between the CITY OF NATIONAL CIT Y, a municipal corporation ( “CITY”), and TRUE NORTH COMPLIANCE SERVICES, INC. , a California Corporation (“CONSULTANT”).

R E C I T A L S
WHEREAS, the CITY desires to employ a CONSULTANT to provide permit processing, plan review, and inspection services.

WHEREAS, the CITY has determined that the CONSULTANT is a plan review and community development services firm and is qualified by experience and ability to perform the services desired by the CITY, and the CONSULTANT is willing to perform such services.

NOW, THEREFORE, THE PARTIES HERETO DO MUTUALLY AGREE AS FOLLOWS:

1. ENGAGEMENT OF CONSULTANT. The CITY agrees to engage the CONSULTANT to provide permit processing, plan review, and inspection services and the CONSULTANT agrees to perform the services set forth here in accordance with all terms and conditions contained herein.

The CONSULTANT represents that all services shall be performed directly by the CONSULTANT or under direct supervision of the CONSULTANT.

2. EFFECTIVE DATE AND LENGTH OF AGREEMENT. This Agreement shall not become effective and binding until fully executed by both the CITY and CONSULTANT. The duration of this Agreement is from the effective date through April 21, 2028. This Agreement may be extended by mutual agreement upon the same terms and conditions for an additional one (1) year term. The Parties may exercise up to three (3) one-year extensions. Any extension of this Agreement must be approved in writing by the City Manager.

3. SCOPE OF SERVICES. The CONSULTANT will perform services as set forth in the attached Exhibit “C”.

The CONSULTANT shall be responsible for all research and reviews related to the work and shall not rely on personnel of the CITY for such services, except as authorized in advance by the CITY.

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The CITY may unilaterally, or upon request from the CONSULTANT, from time to time reduce or increase the Scope of Services to be performed by the CONSULTANT under this Agreement. Upon doing so, the CITY and the CONSULTANT agree to meet in good faith and confer for the purpose of negotiating a corresponding reduction or incr ease in the compensation associated with said change in services.

4. PROJECT COORDINATION AND SUPERVISION . Samuel Marrinan, Building Official, hereby is designated as the Project Coordinator for the CITY and will monitor the progress and execution of thi s Agreement. The CONSULTANT shall assign a single Project Director to provide supervision and have overall responsibility for the progress and execution of this Agreement for the CONSULTANT. Isam Hasenin thereby is designated as the Project Director for the CONSULTANT.

5. COMPENSATION AND PAYMENT . The compensation for the CONSULTANT shall be based on monthly billings covering actual work performed. Billings shall include labor classifications, respective rates, hours worked and , also materials, if any. The total cost for all work described in Exhibit “C”, shall not exceed $1,350,000 for the entirety of the contract. The compensation for the CONSULTANT’s work shall not exceed the rates set forth in Exhibit “C”. Monthly invoices will be processed for payment and remitted within thirty (30) days from receipt of invoice, provided that work is accomplished consistent with Exhibit “C”, as determined by the CITY.

The CONSULTANT shall maintain all books, documents, papers, employee time sheets, accounting records, and other evidence pertaining to costs incurred, and shall make such materials available at its office at all reasonable times during the term of this Agreement and for three (3) years from the date of final payment under this Agreement, for inspection by the CITY, and for furnishing of copies to the CITY, if requested.

6. ACCEPTABILITY OF WORK . The CITY shall decide any and all questions which may arise as to the quality or acceptability of the services performed and the manner of performance, the acceptable completion of this Agreement, and the amount of compensation due.

In the event the CONSULTANT and the CITY cannot agree to the quality or acceptability of the work, the manner of performance, and/or the compensation payable to the CONSULTANT in this Agreement, the CITY or the CONSULTANT shall give to the other written notice. Within ten (10) business days, the CONSULTANT and the CITY shall each prepare a report which supports their position and file the same with the other party. The CITY shall, with reasonable diligence, determine the quality or acceptability of the work, the manner of perfo rmance, and/or the compensation payable to the CONSULTANT.

7. DISPOSITION AND OWNERSHIP OF DOCUMENTS . The Memoranda, Reports, Maps, Drawings, Plans, Specifications, and other documents prepared by the CONSULTANT for this project, whether paper or electron ic, shall: (1) be free from defects; (2) become the property of the CITY for use with respect to this project ; and (3) shall be turned over to the CITY upon completion of the project, or any phase thereof, as contemplated by this Agreement.

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Contemporaneously with the transfer of documents, the CONSULTANT hereby assigns to the CITY, and CONSULTANT thereby expressly waives and disclaims any copyright in, and the right to reproduce, all written material, drawings, plans, specifications, or other work prepared under this A greement, except upon the CITY’s prior authorization regarding reproduction, which authorization shall not be unreasonably withheld. The CONSULTANT shall, upon request of the CITY, execute any further document(s) necessary to fur ther effectuate this waiver and disclaimer.

The CONSULTANT agrees that the CITY may use, reuse, alter, reproduce, modify, assign, transfer, or in any other way, medium, or method utilize the CONSULTANT’ s written work product for the CITY’ s purposes, and the CONSULTANT expressly waives and disclaims any residual rights granted to it by Civil Code Sections 980 through 989 relating to intellectual property and artistic works.

Any modification or reuse by the CITY of documents, drawings, or specifications prepared by the CONSULTANT shall relieve the CONSULTANT from liability under Section 15, but only with respect to the effect of the modification or reuse by the CITY, or for any liability to the CITY should the documents be used by the CITY for some project o ther than what was expressly agreed upon within the Scope of Services of this project, unless otherwise mutually agreed.

8. INDEPENDENT CONTRACTOR. Both parties hereto in the performance of this Agreement will be acting in an independent capacity and not as agents, employees, partners, or joint venturers with one another. Neither the CONSULTANT nor the CONSULTANT’ s employees are employees of the CITY, and are not entitled to any of the rights, benefits, or privileges of the CITY’s employees, including but not limited to retirement, medical, unemploy - ment, or workers’ compensation insurance.

This Agreement contemplates the personal services of the CONSULTANT and the CONSULTANT’s employees, and it is recognized by the parties that a substantial inducement to the CITY for entering into this Agreement was, and is, the professional reputation and competence of the CONSULTANT and its employees. Neither this Agreement , nor any interest herein, may be assigned by the CONSULTANT without the prior written consent of the CITY.

Nothing herein contained is intended to prevent the CONSULTANT from employing or hiring as many employees, or SUBCONSULTANTS, as the CONSULTANT may deem necessary for the proper and efficient performance of this Agreement. All agreements by CONSULTANT with its SUBCONSULTANT(S) shall require the SUBCONSULTANT(S) to adhere to the applicable terms of this Agreement.

9. CONTROL. Neither the CITY, nor its officers, agents, or emp loyees shall have any control over the conduct of the CONSULTANT or any of the CONSULTANT’ s employees, except as set forth in this Agreement. The CONSULTANT, or the CONSULTANT’ s agents, servants, or employees are not in any manner agents, servants, or empl oyees of the CITY. The CONSULTANT and its agents, servants, and employees are wholly independent from the CITY and CONSULTANT’s obligations to the CITY are solely prescribed by this Agreement.

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10. COMPLIANCE WITH APPLICABLE LAW . The CONSULTANT, in the performance of the services to be provided herein, shall comply with all applicable state and federal statutes and regulations, and all applicable ordinances, rules, and regulations of the City of National City, whether now in force or subsequently enacted. The CONSULTANT and each of its SUBCONSULTANT(S), shall obtain and maintain a current City of National City business license prior to and during performance of any work pursuant to this Agreement.

11. LICENSES, PERMITS, ETC . The CONSULTANT represents and covenants that it has all licenses, permits, qualifications, and approvals of whatever nature that are legally required to practice its profession. CONSULTANT must promptly produce a copy of any such license, permit, or approval to CITY upon request. The CONSULTANT represents and covenants that the CONSULTANT shall, at its sole cost and expense, keep in effect at all times during the term of this Agreement, any license, permit, or approval which is legally required for the CONSULTANT to practice its profession.

12. STANDARD OF CARE.

A. The CONSULTANT, in performing any services under this Agreement, shall perform in a manner consistent with that level of care and skill ordinarily exercised by members of the CONSULTANT’s trade or profession currently practicing under similar conditions and in similar locations. The CONSULTANT shall take all special precautions necessary to protect the CONSULTANT’s employees and members of the public from risk of harm arising out of the nature of the work and/or the conditions of the work site.

B. Unless disclosed in writing prior to the date of this Agreement, the CONSULTANT warrants to the CITY that it is not now, nor has it for the five (5) years preceding, been debarred by a governmental agency or involved in debarment, arbi tration, or litigation proceedings concerning the CONSULTANT’ s professional performance or the furnishing of materials or services relating thereto.

C. The CONSULTANT is responsible for identifying any unique products, treatments, processes, or materials w hose availability is critical to the success of the project the CONSULTANT has been retained to perform, within the time requirements of the CITY, or, when no time is specified, then within a commercially reasonable time. Accordingly, unless the CONSULTANT has notified the CITY otherwise, the CONSULTANT warrants that all products, materials, processes, or treatments identified in the project documents prepared for the CITY are reasonably commercially available. Any failure by the CONSULTANT to use due diligence under this sub-section will render the CONSULTANT liable to the CITY for any increased costs that result from the CITY’ s later inability to obtain the specified items or any reasonable substitute within a price range that allows for project completion in the time frame specified or, when not specified, then within a commercially reasonable time.

13. DRUG FREE WORKPLACE. The CONSULTANT agrees to comply with the CITY’s Drug-Free Workplace requirements. Every person awarded a contract by the CITY for the provision of services shall certify to the CITY that it will provide a drug -free workplace. Any subcontract entered into by the CONSULTANT pursuant to this Agreement shall contain this provision.

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14. NON-DISCRIMINATION PROVISIONS . The CONSULTANT shall not discriminate against any employee or applicant for employment because of age, race, color, ancestry, religion, sex, sexual orientation, marital status, national origin, physical handicap, or medical condition. The CONSULTANT will take positive action t o insure that applicants are employed without regard to their age, race, color, ancestry, religion, sex, sexual orientation, marital status, national origin, physical handicap, or medical condition. Such action shall include, but not be limited to , the fol lowing: employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination, rates of pay or other forms of compensation, and selection for training, including apprenticeship. The CONSULTANT agrees to post in conspicuous places available to employees and applicants for employment any notices provided by the CITY setting forth the provisions of this non-discrimination clause.

15. CONFIDENTIAL INFORMATION . The CITY may from time to time communicate to the CONSULTANT certa in confidential information to enable the CONSULTANT to effectively perform the services to be provided herein. The CONSULTANT shall treat all such information as confidential and shall not disclose any part thereof without the prior written consent of the CITY. The CONSULTANT shall limit the use and circulation of such information, even within its own organization, to the extent necessary to perform the services to be provided herein. The foregoi ng obligation of this Section 15 , however, shall not apply t o any part of the information that (i) has been disclosed in publicly available sources of information; (ii) is, through no fault of the CONSULTANT, hereafter disclosed in publicly available sources of information; (iii) is already in the possession of the CONSULTANT without any obligation of confidentiality; or (iv) has been or is hereafter rightfully disclosed to the CONSULTANT by a third party, but only to the extent that the use or disclosure thereof has been or is rightfully authorized by that third party.

The CONSULTANT shall not disclose any reports, recommendations, conclusions, or other results of the services or the existence of the subject matter of this Agreement without the prior written consent of the CITY. In its performance hereunder, the CONSULTANT shall comply with all legal obligations it may now or hereafter have respecting the information or other property of any other person, firm, or corporation.

CONSULTANT shall be liable to CITY for any damages caused by breach of this condition, pursuant to the provisions of Section 16.

16. INDEMNIFICATION AND HOLD HARMLESS . To the maximum extent provided by law, the CONSULTANT agrees to defend, indemnify, and hold harmless the City of National City, its officers, officials, agents, employees, and volunteers against and from any and all liability, loss, damages to property, injuries to, or death of any person or persons, and all claims, demands, suits, actions, proceedings, reasonable attorneys’ fees, and defense costs, of any kind or nature, including workers’ compensation claims, of or by anyone whomsoever, resulting from or arising out of the CONSULTANT’ s performance or other obligations under this Agreem ent; provided, however, that this indemnification and hold harmless shall not include any claims or liability arising from the established sole negligence or willful misconduct of the CITY, its agents, officers, employees, or volunteers. CITY will cooperat e reasonably in the defense of any action, and CONSULTANT shall employ competent counsel, reasonably acceptable to the City Attorney.

The indemnity, defense, and hold harmless obligations contained herein shall survive the termination of this Agreement for any alleged or actual omission, act, or negligence under this Agreement that occurred during the term of this Agreement.

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17. EMPLOYEE PAYMENTS AND INDEMNIFICATION.

17.1 PERS Eligibility Indemnification . If CONSULTANT’s employee(s) providing services under this Agreement claims, or is determined by a court of competent jurisdiction or the California Public Employees Retirement System (“PERS”) to be eligible for enrollment in PERS of the CITY, CONSULTANT shall indemnify, defend, and hold harmless CITY for the payment of any employer and employee contributions for PERS benefits on behalf of the employee as well as for payment of any penalties and interest on such contributions which would otherwise be the responsibility of the CITY.

CONSULTANT’S employees providing service under this Agreement shall not:
(1) qualify for any compensation and benefit under PERS; (2) be entitled to any benefits under PERS; (3) enroll in PERS as an employee of CITY; (4) receive any employer contributions paid by CITY for PERS benefits; or (5) be entitled to any other PERS-related benefit that would accrue to a CITY employee. CONSULTANT’s employees hereby waive any claims to benefits or compensation d escribed in this Section 17 . This Section 17 applies to CONSULTANT notwithstanding any other agency, state , or federal policy, rule, regulation, law , or ordinance to the contrary.

17.2 Limitation of CITY Liability . The payment made to CONSULTANT under this Agreement shall be the full and complete compensation to which CONSULTANT and CONSULTANT’s officers, employees, agents, and subcontractors are entitled for performance of any work under this Agreement. Neither CONSULTANT nor CONSULTANT’s officers, employees, agents, and subcontractors are entitled to any salary or wages , or retirement, health, leave, or other fringe benefits applicable to CITY employees. The CITY will not make any federal or state tax withholdings on behalf of CONSULTANT. The CITY shall not be required to pay any workers’ compensation insurance on behalf of CONSULTANT.

17.3 Indemnification for Employee Payments . CONSULTANT agrees to defend and indemnify the CITY for any obligation, claim, suit, or demand for tax, retirement contribution including any contribution to PERS, social security, salary or wages, overtime payment, or workers’ compensation payment which the CITY may be required to make on behalf of (1) CONSULTANT, (2) any employee of CONSULTANT, or (3) any employee of CONSULTANT construed to be an employee of the CITY, for work performed under this Agreement. This is a continuing obligation that survives the termination of this Agreement.

18. WORKERS’ COMPENSATION. The CONSULTANT shall comply with all of the provisions of the Workers’ Compensation Insurance and Safety Acts of the State of California, the applicable provisions of Division 4 and 5 of the California Labor Code, and all amendments thereto; and all similar s tate or federal acts or laws applicable; and shall indemnify, and hold harmless the CITY and its officers, employees, and volunteers from and against all claims, demands, payments, suits, actions, proceedings, and judgments of every nature and description, including reasonable attorney’s fees and defense costs presented, brought, or recovered against the CITY or its officers, employees, or volunteers, for or on account of any liability under any of said acts which may be incurred by reason of any work to be performed by the CONSULTANT under this Agreement.

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19. INSURANCE. The CONSULTANT, at its sole cost and expense, shall purchase and maintain, and shall require its SUBCONSULTANT(S), when applicable, to purchase and maintain throughout the term of this Agreement, the following insurance policies:

A. If checked, Professional Liability Insurance (errors and omissions) with minimum limits of $1,000,000 per occurrence.

B. Automobile Insurance covering all bodily injury and property damage incurred d uring the performance of this Agreement, with a minimum coverage of $1,000,000 combined single limit per accident. Such automobile insurance shall include owned, non -owned, and hired vehicles. The policy shall name the CITY and its officers, agents, employ ees, and volunteers as additional insureds, and a separate additional insured endorsement shall be provided.

C. Commercial General Liability Insurance, with minimum limits of either $2,000,000 per occurrence and $4,000,000 aggregate, or $1,000,000 per occurre nce and $2,000,000 aggregate with a $2,000,000 umbrella policy, covering all bodily injury and property damage arising out of its operations, work, or performance under this Agreement. The policy shall name the CITY and its officers, agents, employees, and volunteers as additional insureds, and a separate additional insured endorsement shall be provided. The general aggregate limit must apply solely to this “project” or “location”. The “project” or “location” should be noted with specificity on an endorsement that shall be incorporated into the policy.

D. Workers’ Compensation Insurance in an amount sufficient to meet statutory requirements covering all of CONSULTANT’ s employees and employers’ liability insurance with limits of at least $1,000,000 per accident. In addition, the policy shall be endorsed with a waiver of subrogation in favor of the CITY. Said endorsement shall be provided prior to commencement of work under this Agreement.

If CONSULTANT has no employees subject to the California Workers’ Compensation and Labor laws, CONSULTANT shall execute a Declaration to that effect. Said Declaration shall be provided to CONSULTANT by CITY.

E. The aforesaid policies shall constitute primary insurance as to the CITY, its officers, officials, employees, and volunteers, so that any other policies held by the CITY shall not contribute to any loss under said insurance. Said policies shall provide for thirty (30) days prior written notice to the CITY ’s Risk Manager, at the address listed in subsection G below, of cancellation or material change.

F. If required insurance coverage is provided on a “claims made” rather than “occurrence” form, the CONSULTANT shall maintain such insurance coverage for three (3) years after expiration of the term (and any extensions) of this Agreement. In addition, the “retro” date must be on or before the date of this Agreement.

G. The Certificate Holder for all policies of insurance required by this Section shall be:

City of National City
c/o Risk Manager
1243 National City Boulevard
National City, CA 91950-4397

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H. Insurance shall be written with only insurers authorized to conduct business in California that hold a current policy holder’s alphabetic and financial size category rating of not less than A:VII according to the current Best’s Key Rating Guide, or a company of equal financial stability that is approved by the CITY’s Risk Manager. In the event coverage is provided by non- admitted “surplus lines” carriers, they must be included on the most recent List of Ap proved Surplus Line Insurers (“LASLI”) and otherwise meet rating requirements.

I. This Agreement shall not take effect until certificate(s) or other sufficient proof that these insurance provisions have been complied with, are filed with and approved by the CITY’s Risk Manager. If the CONSULTANT does not keep all insurance policies required by this Section 19 in full force and effect at all times during the term of this Agreement, the CITY may treat the failure to maintain the requisite insurance as a breach of this Agreement and terminate the Agreement as provided herein.

J. All deductibles and self-insured retentions in excess of ten-thousand dollars ($10,000) must be disclosed to and approved by the CITY. CITY reserves the right to modify the insurance requirements of this Section 19, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances.

K. If the CONSULTANT maintains broader coverage or higher limits (or both) than the minimum limits shown above, the CITY shall be entitled to the broader coverage or higher limits (or both) maintained by the CONSULTANT. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the CITY.

20. LEGAL FEES. If any party brings a suit or action against the other party arising from any breach of any of the covenants or agreements or any inaccuracies in any of the representations and warranties on the part of the other party arising out of this Agreement, then in that event, the prevailing party in such action or dispute, whether by final judgment or out-of-court settlement, shall be entitled to have and recover of and from the other party all costs and expenses of suit, including attorneys’ fees.

For purposes of determining who is to be considered the prevailing party, it is stipulated that attorney’s fees incurred in the prosecution or defense of the action or suit shall not be considered in determining the amount of the judgment or award. Attorney’s fees to the prevailing party if other than the CITY shall, in addition, be limited to the amount of attorney’s fees incurred by the CITY in its prosecution or defense of the action, irrespective of the actual am ount of attorney’s fees incurred by the prevailing party.

21. TERMINATION.

A. This Agreement may be terminated with or without cause by the CITY.

Termination without cause shall be effective only upon sixty (60) day’s written notice to the CONSULTANT. During said sixty (60) day period the CONSULTANT shall perform all services in accordance with this Agreement.

B. This Agreement may also be terminated immediately by the CITY for cause in the event of a material breach of this Agreement, misrepresentation by the CONSULTANT in connection with the formation of this Agreement or the performance of services, or the failure to perform services as directed by the CITY.

C. Termination with or without cause shall be effected by delivery of written Notice of Termination to the CONSULTANT as provided for herein.

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D. In the event of termination, all finished or unfinished Memoranda Reports, Maps, Drawings, Plans, Specifications , and other documents prepared by the CONSULTANT, whether paper or electronic, shall immediately become the property of and be delivered to the CITY, and the CONSULTANT shall be entitled to receive just and equitable compensation for any work satisfactorily completed on such documents and other materials up to the effective date of the Notice of Termination, not to exceed the amounts payable hereunder, and less any damages caused the CITY by the CONSULTANT’ s breach, if any. Thereafter, ownership of said writ ten material shall vest in the CITY all rights set forth in Section 7.

E. The CITY further reserves the right to immediately terminate this Agreement upon: (1) the filing of a petition in bankruptcy affecting the CONSULTANT; (2) a reorganization of the CONSULTANT for the benefit of creditors; or (3) a business reorganization, change in business name, or change in business status of the CONSULTANT.

22. NOTICES. All notices or other communications required or permitted hereunder shall be in writing, and sha ll be personally delivered; or sent by overnight mail (Federal Express or the like); or sent by registered or certified mail, postage prepaid, return receipt requested; or sent by ordinary mail, postage prepaid; or telegraphed or cabled; or delivered or se nt by telex, telecopy, facsimile , or fax; and shall be deemed received upon the earlier of (i) if personally delivered, the date of delivery to the address of the person to receive such notice, (ii) if sent by overnight mail, the business day following its deposit in such overnight mail facility, (iii) if mailed by registered, certified, or ordinary mail, five (5) days (ten (10) days if the address is outside the State of California) after the date of deposit in a post office, mailbox, mail chute, or other like facility regularly maintained by the United States Postal Service, (iv) if given by telegraph or cable, when delivered to the telegraph company with charges prepaid, or (v) if given by telex, telecopy, facsimile, or fax, when sent. Any notice, reques t, demand, direction , or other communication delivered or sent as specified above shall be directed to the following persons:

To CITY: Samuel Marrinan
Building Official
Community Development
City of National City
1243 National City Boulevard
National City, CA 91950-4397

To CONSULTANT:

Isam Hasenin
CEO, Principal/Project Leader
True North Compliance Services, Inc.
3939 Atlantic Ave, #224
Long Beach, CA 90807

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Notice of change of address shall be given by written notice in the manner specified in this Section. Rejection or other refusal to accept or the inability to deliver because of changed address of which no notice was given shall be deemed to constitute receipt of the notice, demand, request, or communication sent. Any notice, request, dema nd, direction, or other communication sent by cable, telex, telecopy, facsimile, or fax must be confirmed within forty-eight (48) hours by letter mailed or delivered as specified in this Section.

23. CONFLICT OF INTEREST AND POLITICAL REFORM ACT
OBLIGATIONS. During the term of this Agreement, the CONSULTANT shall not perform services of any kind for any person or entity whose interests conflict in any way with those of the City of National City. The CONSULTANT also agrees not to specify any product, treatment, process, or material for the project in which the CONSULTANT has a material financial interest, either direct or indirect, without first notifying the CITY of that fact. The CONSULTANT shall at all times comply with the terms of the Political Reform Act and the National City Conflict of Interest Code. The CONSULTANT shall immediately disqualify itself and shall not use its official position to influence in any way any matter coming before the CITY in which the CONSULTANT has a financial interest as defined in Government Code Section 87103. The CONSULTANT represents that it has no knowledge of any financial interests that would requi re it to disqualify itself from any matter on which it might perform services for the CITY.

If checked, the CONSULTANT shall comply with all of the reporting requirements of the Political Reform Act and the National City Conflict of Interest Code.

Specifically, the CONSULTANT shall file a Statement of Economic Interests with the City Clerk of the City of National City in a timely manner on forms which the CONSULTANT shall obtain from the City Clerk.

The CONSULTANT shall be strictly liable to the CITY for all damages, costs , or expenses the CITY may suffer by virtue of any violation of this Section 23 by the CONSULTANT.

24. PREVAILING WAGES . State prevailing wage rates may apply to work performed under this A greement. State prevailing wage rates apply to all public works contracts as set forth in California Labor Code, including but not limited to, Sections 1720, 1720.2, 1720.3, 1720.4, and 1771. Consultant is solely responsible to determine if state prevailing wage rates apply and, if applicable, pay such rates in accordance with all laws, ordinances, rules, and regulations.

25. ADMINISTRATIVE PROVISIONS.

A. Computation of Time Periods. If any date or time period provided for in this Agreement is or ends on a Saturday, Sunday, or federal, state, or legal holiday, then such date shall automatically be extended until 5:00 p.m. Pacific Time of the next day which is not a Saturday, Sunday, or federal, state, or legal holiday.

B. Counterparts. This Agreement may be executed in multiple counterparts, each of which shall be deemed an original, but all of which, together, shall constitute but one and the same instrument.

C. Captions. Any captions to, or headings of, the sections or subsections of this Agreement are solely for the convenience of the parties hereto, are not a part of this Agreement, and shall not be used for the interpretation or determination of the validity of this Agreement or any provision hereof.

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D. No Obligations to Third Parties. Except as otherwise expressly provided herein, the execution and delivery of this Agreement shall not be deemed to confer any rights upon, or obligate any of the parties hereto, to any person or entity other than the parties hereto.

E. Exhibits and Schedules. The Exhibits and Schedules attached hereto are hereby incorporated herein by this reference for all purposes. To the extent any exhibits, schedules, or provisions thereof conflict or are inconsistent with the terms and conditions cont ained in this Agreement, the terms and conditions of this Agreement shall control.

F. Amendment to this Agreement. The terms of this Agreement may not be modified or amended except by an instrument in writing executed by each of the parties hereto.

G. Assignment & Assumption of Rights. CONSULTANT shall not assign this Agreement, in whole or in part, to any other party without first obtaining the written consent of CITY.

H. Waiver. The waiver or failure to enforce any provision of this Agreement shall not operate as a waiver of any future breach of any such provision or any other provision hereof.

I. Applicable Law. This Agreement shall be governed by and construed in accordance with the laws of the State of California. The venue for any legal action arising under this Agreement shall be in either state or federal court in the County of San Diego, State of California.

J. Audit. If this Agreement exceeds ten-thousand dollars ($10,000), the parties shall be subject to the examination and audit of the State Auditor for a period of three (3) years after final payment under the Agreement, per Government Code Section 8546.7.

K. Entire Agreement. This Agreement supersedes any prior agreements, negotiations, and communications, oral or written, and contains the entire agreement between the parties as to the subject matter hereof. No subsequent agreement, representation, or promise made by either party hereto, or by or to an employee, officer, agent, or representative of any party hereto shall be of any effect unless it is in writing and executed by the party to be bound thereby.

L. Successors and Assigns. This Agreement shall be binding upon and shall inure to the benefit of the successors and assigns of the parties hereto.

M. Subcontractors or Subconsultants. The CITY is engaging the services of the CONSULTANT identified in this Agreement. The CONSULTANT shall not subcontract any portion of the work, unless such subcontracting was part of the original proposal or is allowed by the CITY in writing. In the event any portion of the work under this Agreement is subcontracted, the subconsultant(s) shall be required to comply with and agree to, for the benefit of and in favor of the CITY, both the insurance provisions in Section 19 and the indemnification and hold harmless provision of Section 16 of this Agreement.

N. Construction. The parties acknowledge and agree that (i) each party is of equal bargaining strength, (ii) each party has actively participated in the drafting, preparation, and negotiation of this Agreement, (iii) each such party has consulted with or has had the opportunity to consult with its own, independent counsel and such other professional advisors as such party has deemed appropriate, relative t o any and all matters contemplated under this Agreement, (iv) each party and such party’s counsel and advisors have reviewed this Agreement, (v) each party has agreed to enter into this Agreement following such review and the rendering of such advice, and (vi) any rule or construction to the effect that ambiguities are to be resolved against the drafting party shall not apply in the interpretation of this Agreement, or any portions hereof, or any amendments hereto.

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IN WITNESS WHEREOF, the parties hereto have executed this Agreement on the date and year written below.

CITY OF NATIONAL CITY

By: ____________________________
Ron Morrison, Mayor

Date: ___________

APPROVED AS TO FORM:

By: ____________________________
Barry J. Schultz
City Attorney

Date: ___________

TRUE NORTH COMPLIANCE
SERVICES, INC.
(Corporation – signatures of two corporate officers required) (Partnership or Sole proprietorship – one signature)

By: ______________________________
(Name)
(Title)

Date: ___________

By: ______________________________
(Name)
(Title)

Date: ___________

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CONTACT INFORMATION

CITY OF NATIONAL CITY
1243 National City Boulevard
National City, CA 91950-4397

Phone: (619) 336-4351
Contact: Samuel Marrinan
Title: Building Official
Dep.: Community Development
Email: [email protected]

TRUE NORTH COMPLIANCE SERVICES,
INC.
3939 Atlantic Ave, #224
Long Beach, CA 90807

Phone: (858) 260-0495
Contact: Isam Hasenin
Title: CEO, Principal/Project Leader
Email: [email protected]
Taxpayer I.D. No.: 84-4583205

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AGREEMENT

BY AND BETWEEN

THE CITY OF NATIONAL CITY
AND

INTERWEST CONSULTING GROUP

THIS AGREEMENT is entered into by and between the CITY OF NATIONAL CIT Y, a municipal corporation (“CITY”), and INTERWEST CONSULTING GROUP, a California Corporation (“CONSULTANT”).

R E C I T A L S
WHEREAS, the CITY desires to employ a CONSULTANT to provide permit processing, plan review, and inspection services.

WHEREAS, the CITY has determined that the CONSULTANT is a plan review and community development services firm and is qualified by experience and ability to perform the services desired by the CITY, and the CONSULTANT is willing to perform such services.

NOW, THEREFORE, THE PARTIES HERETO DO MUTUALLY AGREE AS FOLLOWS:

1. ENGAGEMENT OF CONSULTANT. The CITY agrees to engage the CONSULTANT to provide permit processing, plan review, and inspection services and the CONSULTANT agrees to perform the services set forth here in accordance with all terms and conditions contained herein.

The CONSULTANT represents that all services shall be performed directly by the CONSULTANT or under direct supervision of the CONSULTANT.

2. EFFECTIVE DATE AND LENGTH OF AGREEMENT. This Agreement shall not become effective and binding until fully executed by both the CITY and CONSULTANT. The duration of this Agreement is from the effective date through April 21, 2028. This Agreement may be extended by mutual agreement upon the same terms and conditions for an additional one (1) year term. The Parties may exercise up to three (2) one- year extensions. Any extension of this Agreement must be approved in writing by the City Manager.

3. S
COPE OF SERVICES . The CONSULTANT will perform services as set forth in the attached Exhibit “B”.

The CONSULTANT shall be responsible for all research and reviews related to the work and shall not rely on personnel of the CITY for such services, except as authorized in advance by the CITY.

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The CITY may unilaterally, or upon request from the CONSULT ANT, from time to time reduce or increase the Scope of Services to be performed by the CONSULTANT under this Agreement. Upon doing so, the CITY and the CONSULTANT agree to meet in good faith and confer for the purpose of negotiating a corresponding reducti on or increase in the compensation associated with said change in services.

4. PROJECT COORDINATION AND SUPERVISION. Samuel Marrinan, Building Official, hereby is designated as the Project Coordinator for the CITY and will monitor the progress and execution of this Agreement. The CONSULTANT shall assign a single Project Director to provide supervision and have overall responsibility for the progress and execution of this Agreement for the CONSULTANT. David Kniff thereby is designated as the Project Director for the CONSULTANT.

5. CO
MPENSATION AND PAYMENT. The compensation for the
CONSULTANT shall be based on monthly billings covering actual work performed. Billings shall include labor classifications, respective rates, hours worked and , also materials, if any. The total cost for all work described in Exhibit “B”, shall not exceed $1,350,000 for the entirety of the contract. The compensation for the CONSULTANT’s work shall not exceed the rates set forth in Exhibit “B”. Monthly invoices will be processed for payment and remitted within thirty (30) days from receipt of invoice, provided that work is accomplished consistent with Exhibit “B”, as determined by the CITY.

The CONSULTANT shall maintain all books, documents, papers, employee time sheets, accounting records, and other evidence pertaining to costs incurred, and shall make such materials available at its office at all reasonable times during the term of this Agreement and for three (3) years from the date of final payment under this Agreement, for inspection by the CITY, and for furnishing of copies to the CITY, if requested.

6. ACCEPTABILITY OF WORK . The CITY shall decide any and all questions which may arise as to the quality or acceptability of the services performed and the manner of performance, the acceptable completion of this Agreement, and the amount of compensation due.

In the event the CONSULTANT and the CITY cannot agree to the quality or acceptability of the work, the manner of performance, and/or the compensation payable to the CONSULTANT in this Agreement, the CITY or the CONSULTANT shall give to the other written notice. Within ten (10) business days, the CONSULTANT and the CITY shall each prepare a report which supports their position and file the same with the other party. The CITY shall, with reasonable diligence, determine the quality or acceptability of the work, the manner of perfo rmance, and/or the compensation payable to the CONSULTANT.

7. DI
SPOSITION AND OWNERSHIP OF DOCUMENTS . The Memoranda,
Reports, Maps, Drawings, Plans, Specifications, and other documents prepared by the CONSULTANT for this project, whether paper or electronic, shall : (1) be free from defects; (2) become the property of the CITY for use with respect to this project ; and (3) shall be turned over to the CITY upon completion of the project, or any phase thereof, as contemplated by this Agreement.

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Contemporaneously with the transfer of documents, the CONSULTANT hereby assigns to the CITY, and CONSULTANT thereby expressly waives and disclaims any copyright in, and the right to reproduce, all written material, drawings, plans, specifications, or other work prepared under this Agreement, except upon the CITY’s prior authorization regarding reproduction, which authorization shall not be unreasonably withheld. The CONSULTANT shall, upon request of the CITY, execute any further document(s) necessary to further effectua te this waiver and disclaimer.

The CONSULTANT agrees that the CITY may use, reuse, alter, reproduce, modify, assign, transfer, or in any other way, medium, or method utilize the CONSULTANT’ s written work product for the CITY’ s purposes, and the CONSULTANT expressly waives and disclaims any residual rights granted to it by Civil Code Sections 980 through 989 relating to intellectual property and artistic works.

Any modification or reuse by the CITY of documents, drawings, or specifications prepared by the CONSULTANT shall relieve the CONSULTANT from liability under Section 15, but only with respect to the effect of the modification or reuse by the CITY, or for any liability to the CITY should the documents be used by the CITY for some project other than wha t was expressly agreed upon within the Scope of Services of this project, unless otherwise mutually agreed.

8. INDEPENDENT CONTRACTOR. Both parties hereto in the performance of this Agreement will be acting in an independent capacity and not as agents, employees, partners, or joint venturers with one another. Neither the CONSULTANT nor the CONSULTANT’ s employees are employees of the CITY, and are not entitled to any of the rights, benefits, or privileges of the CITY’s employees, including but not limited to retirement, medical, unemploy - ment, or workers’ compensation insurance.

This Agreement contemplates the personal services of the CONSULTANT and the CONSULTANT’s employees, and it is recognized by the parties that a substantial inducement to the CITY for entering into this Agreement was, and is, the professional reputation and competence of the CONSULTANT and its employees. Neither this Agreement , nor any interest herein, may be assigned by the CONSULTANT without the prior written consent of the CITY.

Nothing herein contained is intended to prevent the CONSULTANT from employing or hiring as many employees, or SUBCONSULTANTS, as the CONSULTANT may deem necessary for the proper and efficient performance of this Agreement. All agreements by CONSULTANT with its SUBCONSULTANT(S) shall require the SUBCONSULTANT(S) to adhere to the applicable terms of this Agreement.

9. CONTROL. Neither the CITY, nor its officers, agents, or employees shall have any control over the conduct of the CONSULTANT or any of the CONSULTANT’ s employees, except as set forth in this Agreement. The CONSULTANT, or the CONSULTANT’ s agents, servants, or employees are not in any manner agents, servants, or employees of the CITY. The CONSULTANT and its agent s, servants, and employees are wholly independent from the CITY and CONSULTANT’s obligations to the CITY are solely prescribed by this Agreement.

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10. COMPLIANCE WITH APPLICABLE LAW . The CONSULTANT, in the performance of the services to be provided herein, shall comply with all applicable state and federal statutes and regulations, and all applicable ordinances, rules, and regulations of the City of National City, whether now in force or subsequently enacted. The CONSULTANT and each of its SUBCONSULTANT(S), shall obtain and maintain a current City of National City business license prior to and during performance of any work pursuant to this Agreement.

11. LI
CENSES, PERMITS, ETC. The CONSULTANT represents and covenants that it has all licenses, permits, qu alifications, and approvals of whatever nature that are legally required to practice its profession. CONSULTANT must promptly produce a copy of any such license, permit, or approval to CITY upon request. The CONSULTANT represents and covenants that the CONSULTANT shall, at its sole cost and expense, keep in effect at all times during the term of this Agreement, any license, permit, or approval which is legally required for the CONSULTANT to practice its profession.

12. S
TANDARD OF CARE.

A. The CONSULTANT, in performing any services under this Agreement, shall perform in a manner consistent with that level of care and skill ordinarily exercised by members of the CONSULTANT’s trade or profession currently practicing under similar conditions and in similar locations. The CONSULTANT shall take all special precautions necessary to protect the CONSULTANT’s employees and members of the public from risk of harm arising out of the nature of the work and/or the conditions of the work site.

B. Unless disclo sed in writing prior to the date of this Agreement, the CONSULTANT warrants to the CITY that it is not now, nor has it for the five (5) years preceding, been debarred by a governmental agency or involved in debarment, arbitration, or litigation proceedings concerning the CONSULTANT’ s professional performance or the furnishing of materials or services relating thereto.

C. The CONSULTANT is responsible for identifying any unique products, treatments, processes, or materials whose availability is critical to the success of the project the CONSULTANT has been retained to perform, within the time requirements of the CITY, or, when no time is specified, then within a commercially reasonable time. Accordingly, unless the CONSULTANT has notified the CITY otherwise, the CONSULTANT warrants that all products, materials, processes, or treatments identified in the project documents prepared for the CITY are reasonably commercially available. Any failure by the CONSULTANT to use due diligence under this sub-section will render the CONSULTANT liable to the CITY for any increased costs that result from the CITY’s later inability to obtain the specified items or any reasonable substitute within a price range that allows for project completion in the time frame specified or, when not specified, then within a commercially reasonable time.

13. DRUG FREE WORKPLACE. The CONSULTANT agrees to comply with the CITY’s Drug-Free Workplace requirements. Every person awarded a contract by the CITY for the provision of services shall certify to the CITY that it will provide a drug -free workplace. Any subcontract entered into by the CONSULTANT pursuant to this Agreement shall contain this provision.

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14. NON-DISCRIMINATION PROVISIONS . The CONSULTANT shall not discriminate against any employee or applicant for employment because of age, race, color, ancestry, religion, sex, sexual orientation, marital status, national origin, physical handicap, or medical condition. The CONSULTANT will take positive action to insure that applicants are employed without regard to their age, race, color, ancestry, religion, sex, sexual orientation, marital status, national origin, physical handicap, or medical condition. Such action shall include, but not be limited to , the following: employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination, rates of pay or other forms of compensation, and selection for training, including apprenticeship. The CONSULTANT agrees to post in conspicuous places available to employees and applicants for employment any notices provided by the CITY setting forth the provisions of this non-discrimination clause.

15. CO
NFIDENTIAL INFORMATION. The CITY may from time to time communicate to the CONSULTANT certain confidential information to enable the CONSULTANT to effectively perform the services to be provided herein. The CONSULTANT shall treat all such information as confidential and shall not disclose any part thereof without the prior written consent of the CITY. The CONSULTANT shall limit the use and circulation of such information, even within its own organization, to the exten t necessary to perform the services to be provided herein. The foregoi ng obligation of this Section 15, however, shall not apply to any part of the information that (i) has been disclosed in publicly available sources of information; (ii) is, through no fault of the CONSULTANT, hereafter disclosed in publicly available sources of information; (iii) is already in the possession of the CONSULTANT without any obligation of confidentiality; or (iv) has been or is hereafter rightfully disclosed to the CONSULTANT by a third party, but only to the extent that the use or disclosure thereof has been or is rightfully authorized by that third party.

The CONSULTANT shall not disclose any reports, recommendations, conclusions, or other results of the services or the existence of the subject matter of this Agreement without the prior written consent of the CITY. In its performance hereunder, the CONSULTANT shall comply with all legal obligations it may now or hereafter have respecting the information or other property of any other person, firm, or corporation.

CONSULTANT shall be liable to CITY for any damages caused by breach of this condition, pursuant to the provisions of Section 16.

16. INDEMNIFICATION AND HOLD HARMLESS . To the maximum extent provided by law, the CONSULTANT agrees to defend, indemnify, and hold harmless the City of National City, its officers, officials, agents, employees, and volunteers against and from any and all liability, loss, damages to property, injuries to, or death of any person or persons, and all claims, demands, suits, actions, proceedings, reasonable attorneys’ fees, and defense costs, of any kind or nature, including workers’ compensation claims, of or by anyone whomsoever, resulting from or arising out of the CONSULTANT’ s performance or other obligations under this Agreement; provided, however, that this indemnification and hold harmless shall not include any claims or liability arising from the established sole negligence or willful misconduct of the CITY, its agents, officers, employees, or volunteers. CITY will cooperate reasonably in the defense of any action, and CONSULTANT shall employ competent counsel, reasonably acceptable to the City Attorney.

The indemnity, defense, and hold harmless obligations contained herein shall survive the termination of this Agreement for any alleged or actual omission, act, or negligence under this Agreement that occurred during the term of this Agreement.

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17. EMPLOYEE PAYMENTS AND INDEMNIFICATION.

17.1 PERS Eligibility Indemnification. If CONSULTANT ’s employee(s) providing services under this Agreement claims, or is determined by a court of competent jurisdiction or the California Public Employees Retirement System (“PERS”) to be eligible for enrollment in PERS of the CITY, CONSULTANT shall indemnify, defend, and hold harmless CITY for the payment of any employer and employee contributions for PERS benefits on behalf of the employee as well as for payment of any penalties and interest on such contributions which would otherwise be the responsibility of the CITY.

CONSULTANT’S employees providing service under this Agreement shall not:
(1) qualify for any compensation and benefit under PERS; (2) be entitled to any benefits under PERS; (3) enroll in PERS a s an employee of CITY; (4) receive any employer contributions paid by CITY for PERS benefits; or (5) be entitled to any other PERS-related benefit that would accrue to a CITY employee. CONSULTANT’s employees hereby waive any claims to benefits or compensation d escribed in this Section 17 . This Section 17 applies to CONSULTANT notwithstanding any other agency, state , or federal policy, rule, regulation, law , or ordinance to the contrary.

17.2 Limitation of CITY Liability . The payment made to CONSULTANT under this Agreement shall be the full and complete compensation to which CONSULTANT and CONSULTANT’s officers, employees, agents, and subcontractors are entitled for performance of any work under this Agreement. Neither CO NSULTANT nor CONSULTANT’s officers, employees, agents, and subcontractors are entitled to any salary or wages, or retirement, health, leave, or other fringe benefits applicable to CITY employees. The CITY will not make any federal or state tax withholdings on behalf of CONSULTANT. The CITY shall not be required to pay any workers’ compensation insurance on behalf of CONSULTANT.

17.3 In
demnification for Employee Payments . CONSULTANT agrees to defend and indemnify the CITY for any obligation, claim, suit, or demand for tax, retirement contribution including any contribution to PERS, social security, salary or wages, overtime payment, or workers’ compensation payment which the CITY may be required to make on behalf of (1) CONSULTANT, (2) any employee of CONSULTANT, or (3) any employee of CONSULTANT construed to be an employee of the CITY, for work performed under this Agreement. This is a continuing obligation that survives the termination of this Agreement.

18. W
ORKERS’ COMPENSATION. The CONSULTANT shall comply with all of the provisions of the Workers’ Compensation Insurance and Safety Acts of the State of California, the applicable provisions of Division 4 and 5 of the California Labor Code, and all amendments thereto; and all similar s tate or federal acts or laws applicable; and shall indemnify, and hold harmless the CITY and its officers, employees, and volunteers from and against all claims, demands, payments, suits, actions, proceedings, and judgments of every nature and descrip tion, including reasonable attorney’s fees and defense costs presented, brought, or recovered against the CITY or its officers, employees, or volunteers, for or on account of any liability under any of said acts which may be incurred by reason of any work to be performed by the CONSULTANT under this Agreement.

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19. INSURANCE. The CONSULTANT, at its sole cost and expense, shall purchase and maintain, and shall require its SUBCONSULTANT(S), when applicable, to purchase and maintain throughout the term of this Agreement, the following insurance policies:

A. If checked, Professional Liability Insurance (errors and omissions) with minimum limits of $1,000,000 per occurrence.

B. Automobile Ins urance covering all bodily injury and property damage incurred during the performance of this Agreement, with a minimum coverage of $1,000,000 combined single limit per accident. Such automobile insurance shall include owned, non-owned, and hired vehicles. The policy shall name the CITY and its officers, agents, employees, and volunteers as additional insureds, and a separate additional insured endorsement shall be provided.

C. Commercial General Liability Insurance, with minimum limits of either $2,000,000 per occurrence and $4,000,000 aggregate, or $1,000,000 per occurrence and $2,000,000 aggregate with a $2,000,000 umbrella policy, covering all bodily injury and property damage arising out of its operations, work, or performance under this Agreement. The policy shall name the CITY and its officers, agents, employees, and volunteers as additional insureds, and a separate additional insured endorsement shall be provided. The general aggregate limit must apply solely to this “project” or “location”. The “project” or “location” should be noted with specificity on an endorsement that shall be incorporated into the policy.

D. Workers’ Compensation Insurance in an amount sufficient to meet statutory requirements covering all of CONSULTANT’s employees and employers’ liability insurance with limits of at least $1,000,000 per accident. In addition, the policy shall be endorsed with a waiver of subrogation in favor of the CITY. Said endorsement shall be provided prior to commencement of work under this Agreement.

If CONSULTANT has no employees subject to the California Workers’ Compensation and Labor laws, CONSULTANT shall execute a Declaration to that effect. Said Declaration shall be provided to CONSULTANT by CITY.

E. The aforesaid policies shall constitute primary insurance as to the CITY, its officers, officials, employees, and volunteers, so that any other policies held by the CITY shall not contribute to any loss under said insurance. Said policies shall provide for thirty (30) days prior written notice to the CITY ’s Risk Manager, at the address listed in subsection G below, of cancellation or material change.

F. If required insurance coverage is provided on a “claims made” rather than “occurrence” form, the CONSULTANT shall maintain such insurance coverage for three (3) years after expiration of the term (and any extensions) of this Agreement. In addition, the “retro” date must be on or before the date of this Agreement.

G. The Certificate Holder for all policies of insurance required by this Section shall be:

City of National City
c/o Risk Manager
1243 National City Boulevard
National City, CA 91950-4397

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H. Insurance shall be written with only insurers authorized to conduct business in California that hold a current policy holder’s alphabetic and financial size category rating of not less than A:VII according to the current Best’s Key Rating Guide, or a company of equal financial stability that is approved by the CITY’s Risk Manager. In the event coverage is provided by non- admitted “surplus lines” carriers, they must be included on the most recent List of Ap proved Surplus Line Insurers (“LASLI”) and otherwise meet rating requirements.

I. This Agreement shall not take effect until certificate(s) or other sufficient proof that these insurance provisions have been complied with, are filed with and approved by the CITY’s Risk Manager. If the CONSULTANT does not keep all insurance policies required by this Section 19 in full force and effect at all times during the term of this Agreement, the CITY may treat the failure to maintain the requisite insurance as a breach of this Agreement and terminate the Agreement as provided herein.

J. All deductibles and self-insured retentions in excess of ten-thousand dollars ($10,000) must be disclosed to and approved by the CITY. CITY reserves the right to modify the insurance requirements of this Section 19, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances.

K. If the CONSULTANT maintains broader coverage or higher limits (or both) than the minimum limits shown above, the CITY shall be entitled to the broader coverage or higher limits (or both) maintained by the CONSULTANT. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the CITY.

20. LEGAL FEES. If any party brings a suit or action against the other party arising from any breach of any of the covenants or agreements or any inacc uracies in any of the representations and warranties on the part of the other party arising out of this Agreement, then in that event, the prevailing party in such action or dispute, whether by final judgment or out-of-court settlement, shall be entitled to have and recover of and from the other party all costs and expenses of suit, including attorneys’ fees.

For purposes of determining who is to be considered the prevailing party, it is stipulated that attorney’s fees incurred in the prosecution or defense of the action or suit shall not be considered in determining the amount of the judgment or award. Attorney’s fees to the prevailing party if other than the CITY shall, in addition, be limited to the amount of attorney’s fees incurred by the CITY in its prosecution or defense of the action, irrespective of the actual amount of attorney’s fees incurred by the prevailing party.

21. TERMINATION.

A. This Agreement may be terminated with or without cause by the CITY.

Termination without cause shall be effective only upon sixty (60) day’s written notice to the CONSULTANT. During said sixty (60) day period the CONSULTANT shall perform all services in accordance with this Agreement.

B. This Agreement may also be terminated immediately by the CITY for cause in the event of a material breach of this Agreement, misrepresentation by the CONSULTANT in connection with the formation of this Agreement or the performance of services, or the failure to perform services as directed by the CITY.

C. Termination with or without cause shall be effected by delivery of written Notice of Termination to the CONSULTANT as provided for herein.

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D. In the event of termination, all finished or unfinished Memoranda Reports, Maps, Drawings, Plans, Specifications, and other documents prepared by the CONSULTANT, whether paper or electronic, shall immediately become the property of and be delivered to the CITY, and the CONSULTANT shall be entitled to receive just and equitable compensation for any work satisfactorily completed on such documents and other materials up to the effective date of the Notice of Termination, not to exceed the amounts payable hereunder, and less any damages caused the CITY by the CONSULTANT’ s breach, if any. Thereafter, ownership of said writ ten material shall vest in the CITY all rights set forth in Section 7.

E. The CITY further reserves the right to immediately terminate this Agreement upon: (1) the filing of a petition in bankruptcy affecting the CONSULTANT; (2) a reorganization of the CONSULTANT for the benefit of creditors; or (3) a business reorganization, change in business name, or change in business status of the CONSULTANT.

22. NOTICES. All notices or other communications required or permitted hereunder shall be in writing, and sha ll be personally delivered; or sent by overnight mail (Federal Express or the like); or sent by registered or certified mail, postage prepaid, return receipt requested; or sent by ordinary mail, postage prepaid; or telegraphed or cabled; or delivered or se nt by telex, telecopy, facsimile , or fax; and shall be deemed received upon the earlier of (i) if personally delivered, the date of delivery to the address of the person to receive such notice, (ii) if sent by overnight mail, the business day following its deposit in such overnight mail facility, (iii) if mailed by registered, certified, or ordinary mail, five (5) days (ten (10) days if the address is outside the State of California) after the date of deposit in a post office, mailbox, mail chute, or other like facility regularly maintained by the United States Postal Service, (iv) if given by telegraph or cable, when delivered to the telegraph company with charges prepaid, or (v) if given by telex, telecopy, facsimile, or fax, when sent. Any notice, request, demand, direction, or other communication delivered or sent as specified above shall be directed to the following persons:

To CITY: Samuel Marrinan
Building Official
Community Development
City of National City
1243 National City Boulevard
National City, CA 91950-4397

To CONSULTANT:

David Kniff
Director of Operations/Project Manager
Interwest Consulting Group
9320 Chesapeake Drive, STE 208
San Diego, CA 92123

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Notice of change of address shall be given by written notice in the manner specified in this Section. Rejection or other refusal to accept or the inability to deliver because of changed address of which no notice was given shall be deemed to constitute receipt of the notice, demand, request, or communication sent. Any notice, request, demand, direction, or other communication sent by cable, telex, telecopy, facsimile, or fax must be confirmed within forty-eight (48) hours by letter mailed or delivered as specified in this Section.

23. CONFLICT OF INTEREST AND POLITICAL REFORM ACT
OBLIGATIONS. During the term of this Agreement, the CONSULTANT shall not perform services of any kind for any person or entity whose interests conflict in any way with those of the City of National City. The CONSULTANT also agrees not to specify any product, treatment, process, or material for the project in which the CONSULTANT has a material financial interest, either direct or indirect, without first notifying the CITY of that fact. The CONSULTANT shall at all times comply with the terms of the Political Reform Act and the National City Conflict of Interest Code. The CONSULTANT shall immediately disqualify itself and shall not use its official position to influence in any way any matter coming before the CITY in which the CONSULTANT has a financial interest as defined in Gover nment Code Section 87103. The CONSULTANT represents that it has no knowledge of any financial interests that would require it to disqualify itself from any matter on which it might perform services for the CITY.

If checked, the CONSULTANT shall comply with all of the reporting requirements of the Political Reform Act and the National City Conflict of Interest Code.

Specifically, the CONSULTANT shall file a Statement of Economic Interests with the City Clerk of the City of National City in a timely manner on forms which the CONSULTANT shall obtain from the City Clerk.

The CONSULTANT shall be strictly liable to the CITY for all damages, costs, or expenses the CITY may suffer by virtue of any violation of this Section 23 by the CONSULTANT.

24. PREVAILING WAGES . State prevailing wage rates may apply to work performed under this A greement. State prevailing wage rates apply to all public works contracts as set forth in California Labor Code, including but not limited to, Sections 1720, 1720.2, 1720.3, 1720.4, and 1771. Consultant is solely responsible to determine if state prevailing wage rates apply and, if applicable, pay such rates in accordance with all laws, ordinances, rules, and regulations.

25. ADM INISTRATIVE PROVISIONS.

A. Computation of Time Periods. If any date or time period provided for in this Agreement is or ends on a Saturday, Sunday, or federal, state, or legal holiday, then such date shall automatically be extended until 5:00 p.m. Pacific Time of the next day which is not a Saturday, Sunday, or federal, state, or legal holiday.

B. Counterparts. This Agreement may be executed in multiple counterparts, each of which shall be deemed an original, but all of which, together, shall constitute but one and the same instrument.

C. Captions. Any captions to, or headings of, the sections or subsections of this Agreement are solely for the convenience of the parties hereto, are not a part of this Agreement, and shall not be used for the interpretation or determination of the validity of this Agreement or any provision hereof.

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D. No Obligations to Third Par ties. Except as otherwise expressly provided herein, the execution and delivery of this Agreement shall not be deemed to confer any rights upon, or obligate any of the parties hereto, to any person or entity other than the parties hereto.

E. Exhibits and Schedules. The Exhibits and Schedules attached hereto are hereby incorporated herein by this reference for all purposes. To the extent any exhibits, schedules, or provisions thereof conflict or are inconsistent with the terms and conditions contained in this Agreement, the terms and conditions of this Agreement shall control.

F. Amendment to this Agreement. The terms of this Agreement may not be modified or amended except by an instrument in writing executed by each of the parties hereto.

G. Assignment & Assumption of Rights. CONSULTANT shall not assign this Agreement, in whole or in part, to any other party without first obtaining the written consent of CITY.

H. Waiver. The waiver or failure to enforce any provision of this Agreement shall not operate as a waiver of any future breach of any such provision or any other provision hereof.

I. Applicable Law. This Agreement shall be governed by and construed in accordance with the laws of the State of California. The venue for any legal action arising under this Agreement shall be in either state or federal court in the County of San Diego, State of California.

J. Audit. If this Agreement exceeds ten-thousand dollars ($10,000), the parties shall be subject to the examination and audit of the State Auditor for a period of three (3) years after final payment under the Agreement, per Government Code Section 8546.7.

K. Entire Agreement. This Agreement supersedes any prior agreements, negotiations, and communications, oral or written, and contains the entire agreement between the parties as to the subject matter hereof. No subsequent agreement, representation, or promise made by either party hereto, or by or to an employee, officer, agent, or representative of any party hereto shall be of any effect unless it is in writing and executed by the party to be bound thereby.

L. Successors and Assigns. This Agreement shall be binding upon and shall inure to the benefit of the successors and assigns of the parties hereto.

M. Subcontractors or Subconsultants. The CITY is engaging the services of the CONSULTANT identified in this Agreement. The CONSULTANT shall not subcontract any portion of the work, unless such subcontracting was part of the original proposal or is allowed by the CITY in writing. In the event any portion of the work under this Agreement is subcontracted, the subconsultant(s) shall be required to comply with and agree to, for the benefit of and in favor of the CITY, both the insurance provisions in Section 19 and the indemnification and hold harmless provision of Section 16 of this Agreement.

N. Construction. The parties acknowledge and agree that (i) each party is of equal bargaining strength, (ii) each party has actively participated in the drafting, preparation, and negotiation of this Agreement, (iii) each such party has consulted with or has had the opportunity to consult with its own, independent counsel and such other professional advisors as such party has deemed appropriate, relative to any and all matters contemplated under this Agreement, (iv) each party and such party’s counsel and advisors have reviewed this Agreement, (v) each party has agreed to enter into this Agreement following such review and the rendering of such advice, and (vi) any rule or construction to the effect that ambiguities are to be resolved against the drafting party shall not apply in the interpretation of this Agreement, or any portions hereof, or any amendments hereto.

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IN WITNESS WHEREOF, the parties hereto have executed this Agreement on the date and year written below.

CITY OF NATIONAL CITY

By: ____________________________
Ron Morrison, Mayor

Date: ___________

APPROVED AS TO FORM:

By: ____________________________
Barry J. Schultz
City Attorney

Date: ___________

INTERWEST CONSULTANT GROUP
(Corporation – signatures of two corporate officers required) (Partnership or Sole proprietorship – one signature)

By: ______________________________
(Name)
(Title)

Date: ___________

By: ______________________________
(Name)
(Title)

Date: ___________

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CONTACT INFORMATION

CITY OF NATIONAL CITY
1243 National City Boulevard
National City, CA 91950-4397

Phone: (619) 336-4351
Contact: Samuel Marrinan
Title: Building Official
Dep.: Community Development
Email: [email protected]

INTERWEST CONSULTANT GROUP
9320 Chesapeake Drive, STE 208
San Diego, CA 92123

Phone: (619) 385-1307
Contact: David Kniff
Title: Director of Operations/Project Manager
Email: [email protected]
Taxpayer I.D. No.: 73-1630909

RESOLUTION NO. 2025-

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NATIONAL CITY , CALIFORNIA,

AUTHORIZING THE MAYOR TO EXECUTE A THREE -YEAR AGREEMENT WITH INTERWEST CONSULTING GROUP , TRUE NORTH COMPLIANCE SERVICES INC. , AND 4LEAF INC. TO

PROVIDE ON-CALL PERMIT PROCESSING, PLAN REVIEW, AND INSPECTION SERVICES FOR

THE COMMUNITY DEVELOPMENT DEPARTMENT FOR A NOT -TO-EXCEED AMOUNT OF $1,350,000 PER AGREEMENT

WHEREAS, on February 5, 2025, the City of National City requested services via a Request for Proposal (RFP) for on-call services to provide assistance with permit processing, plan reviews, and inspection services; and

WHEREAS, the City has an existing contract with EsGil Corporation (SafeBuilt), who provides services for permit processing, plan reviews, construction inspections and code enforcement services for the Building and Fire Department; and

WHEREAS, the City’s current contract with EsGil Corporation (SafeBuilt) is set to expire on April 20, 2025 and the new contracts would replace the City’s current contract as a result of the RFP; and

WHEREAS, on March 26, 202 5, staff conducted a panel review and ultimately Interwest Consulting Group , True North Compliance Services Inc ., and 4Leaf Inc. were selected which would provide the Building Division with three firms to provide on-call services; and

WHEREAS, staff recommends executing three separate three-year Agreements with Interwest Consulting Group , True North Compliance Services Inc. , and 4Leaf Inc. , with a not-to- exceed amount of $1,350,000 per Agreement, to provide on-call permit processing, plan review, and inspection services for the Community Development Department.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF NATIONAL CITY, CALIFORNIA, DOES RESOLVE, DECLARE, DETERMINE, AND ORDER AS FOLLOWS:

Section 1: That the City Council of the City of National City hereby approves the selection of Interwest Consulting Group, True North Compliance Services, Inc., and 4Leaf Inc. to provide on-call permit processing, plan review , and inspection services for the City’s Community Development Department and authorizes the Mayor to execute three separate Agreements, attached to the Agenda Report as Exhibits E, F, and G, with a not-to-exceed amount of $ 1,350,000 per Agreement.

Section 2: That the City Clerk shall certify the passage and adoption of this Resolution and enter it into the book of original Resolutions.

PASSED and ADOPTED this 15th Day of April, 2025.

Ron Morrison, Mayor
ATTEST:

Shelley Chapel, City Clerk
APPROVED AS TO FORM:

Barry J. Shultz, City Attorney

AGENDA REPORT

Department: Fire Department
Prepared by: Walter Amedee, Emergency Manager
Meeting Date: Tuesday, April 15, 2025
Approved by: Benjamin A. Martinez, City Manager

SUBJECT:

Fire Department On-Call Services RFP

RECOMMENDATION:

Adopt the Resolution Entitled, “Resolution of the City Council of the City of National City, California, Authorizing the Mayor to Execute an Agreement By and Between the City of National City and Interwest Consulting Group to Provide On-Call Permit Processing, Plan Review, and Inspection Services for the Fire Department for a Not-to-Exceed Amount of $100,000 Per Year for a Term of Three Years”.

BOARD/COMMISSION/COMMITTEE PRIOR ACTION:

Not Applicable.

EXPLANATION:

The City has an existing agreement with Interwest, a SAFEBuilt company (formerly EsGil Corporation), for permit processing, plan reviews, construction inspections, and code enforcement services supporting the Building and Fire Departments. This agreement i s set to expire on April 20, 2025.

On February 5, 2025, the City issued a Request for Proposal (RFP) for on-call services to assist with permit processing, plan reviews, and inspections for the Building Department. The RFP was emailed to professional consulting firms, with a submission deadline of March 5, 2025. On March 12, 2025, the City issued an addendum extending the RFP to five firms who bid originally to include on-call services for the Fire Department, with a submission deadline of March 20, 2025.

The Fire Department received and evaluated five proposals.

Proposals were assessed based on cost, percentage share, and past performance. During the evaluation, Interwest was found to be highly competitive, offering comparable or lower pricing than other firms, helping maintain the City's fiscal budget. Based on this assessment, the Fire Department recommends selecting Interwest for a new three-year term, with the option of three one-year extensions.

The proposed agreement has a not -to-exceed amount of $100,000 per year for three years. By mutual agreement, it may be extended for up to three additional one-year terms.

Staff recommends that the Council approve the agreement for on -call permit processing, plan review, and inspection services on an as-needed basis for the Fire Department and authorize the Mayor to execute the agreement.

FINANCIAL STATEMENT:

Revenues 120-86-63-63100-3545- Plan Checking Fee
Expenses 100-70-22-22100-7213- Professional Services
No net financial impact. This Agreement is an as needed basis and funded by fees collected, developer deposits, and various capital improvement projects.

RELATED CITY COUNCIL 2020-2025 STRATEGIC PLAN GOAL:

Public Safety

ENVIRONMENTAL REVIEW:

This is not a project under CEQA , and is therefore , not subject to environmental review.

CCR15378; PRC 21065.

PUBLIC NOTIFICATION:

The Agenda Report was posted within 72 hours of the meeting date and time in accordance with the Ralph M. Brown Act.

ORDINANCE:

Not Applicable

EXHIBITS:

Exhibit A – Interwest On-Call Services Agreement
Exhibit B – Resolution

Standard Agreement Page 1 of 14 City of National City and April 15, 2024 INTERWEST Consulting Group

AGREEMENT

BY AND BETWEEN

THE CITY OF NATIONAL CITY
AND

INTERWEST CONSULTING GROUP

THIS AGREEMENT is entered into by and between the CITY OF NATIONAL CIT Y, a municipal corporation (“CITY”), and INTERWEST Consulting Group, a California corporation (“CONSULTANT”).

R E C I T A L S
WHEREAS, the CITY desires to employ a CONSULTANT to provide on-c all permit processing, plan review, and inspection services for the Fire Department.

WHEREAS, the CITY has determined that the CONSULTANT is a plan review firm and is qualified by experience and ability to perform the services desired by the CITY, and the CONSULTANT is willing to perform such services.

NOW, THEREFORE, THE PARTIES HERETO DO MUTUALLY AGREE AS FOLLOWS:

1. ENGAGEMENT OF CONSULTANT. The CITY agrees to engage the CONSULTANT to provide on-call permit processing, plan review, and inspection s ervices for the Fire Department , and the CONSULTANT agrees to perform the services set forth here in accordance with all terms and conditions contained herein.

The CONSULTANT represents that all services shall be performed directly by the CONSULTANT or under direct supervision of the CONSULTANT.

2. EFFECTIVE DATE AND LENGTH OF AGREEMENT. This Agreement will become effective on April 21, 2025. The duration of this Agreement is for the period of April 21, 2025 through April 20, 2028. This Agreement may be extended by mutual agreement upon the same terms and conditions for an additional one (1) year term. The Parties may exercise up to three (3) one-year extensions. Any extension of this Agreement must be approved in writing by the City Manager.

3. S
COPE OF SERVICES . The CONSULTANT will perform on-call permit processing, plan review, and inspection services for the Fire Department as set forth in the attached Exhibit “A”. Additionally, CONSULTANT must follow all departmental guidelines, policies and procedures communicated by CITY to CONSULTANT.

The CONSULTANT shall be responsible for all research and reviews related to the work and shall not rely on personnel of the CITY for such services, except as authorized in advance by the CITY.

The CITY may unilaterally, or upon request from the CONSULTANT, from time to time reduce or increase the Scope of Services to be performed by the CONSULTANT under this Agreement. Upon doing so, the CITY and the CONSULTANT agree to meet in good faith

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and confer for the purpose of negotiating a corresponding reduction or increase in the compensation associated with said change in services.

4. PROJECT COORDINATION AND SUPERVISION. Robert Hernandez, Division Chief/Fire Marshal, hereby is designated as the Project Coordinator for the CITY and will monitor the progress and execution of this Agreement. The CONSULTANT shall assign a single Project Director to provide supervision and have overall responsibility for the progress and execution of this Agreement for the CONSULTANT. David Kniff thereby is designated as the Project Director for the CONSULTANT.

5. CO
MPENSATION AND PAYMENT. The CITY establishes the plan checking fee by resolution of the City Council. The CITY collects the plan checking fee from the applicant.

The CONSULTANT's compensation for reviewing Fire Department plan reviews shall be forty percent (40%) of the plan checking fee collected by the CITY for each permit based upon the CITY’s adopted fee schedule in effect at the time of the plan check submittal.

The compensation for the CONSULTANT shall be based on monthly billings covering actual work performed. Billings shall include labor classifications, respective rates, hours worked and, also materials, if any. The total cost for all work described in Exhibit “A” shall not exceed $100,000 per year for plan reviews, plan checking, or both, without p rior written authorization from Robert Hernandez, Division Chief/Fire Marshal . Monthly invoices will be processed for payment and remitted within thirty (30) days from receipt of invoice, provided that work is accomplished consistent with Exhibit “A”, as determined by the CITY.

The CONSULTANT shall maintain all books, documents, papers, employee time sheets, accounting records, and other evidence pertaining to costs incurred, and shall make such materials available at its office at all reasonable times during the term of this Agreement and for three (3) years from the date of final payment under this Agreement, for inspection by the CITY, and for furnishing of copies to the CITY, if requested.

6. ACCEPTABILITY OF WORK . The CITY shall decide any and all questions which may arise as to the quality or acceptability of the services performed and the manner of performance, the acceptable completion of this Agreement, and the amount of compensation due.

In the event the CONSULTANT and the CITY cannot agree to the quality or acceptability of the work, the manner of performance, and/or the compensation payable to the CONSULTANT in this Agreement, the CITY or the CONSULTANT shall give to the other written notice. Within ten (10) business days, the CONSULTANT and the CITY shall each prepare a report which supports their position an d file the same with the other party. The CITY shall, with reasonable diligence, determine the quality or acceptability of the work, the manner of performance , and/or the compensation payable to the CONSULTANT.

7. DI
SPOSITION AND OWNERSHIP OF DOCUMENTS . T he Memoranda, Reports, Maps, Drawings, Plans, Specifications, and other documents prepared by the CONSULTANT for this project, whether paper or electronic, shall : (1) be free from defects; (2) become the property of the CITY for use with respect to this pr oject; and (3) shall be turned over to the CITY upon completion of the project, or any phase thereof, as contemplated by this Agreement.

Contemporaneously with the transfer of documents, the CONSULTANT hereby assigns to the CITY, and CONSULTANT thereby expressly waives and disclaims any copyright

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in, and the right to reproduce, all written material, drawings, plans, specifications, or other work prepared under this Agreement, except upon the CITY’s prior authorization regarding reproduction, which authorization shall not be unreasonably withheld. The CONSULTANT shall, upon request of the CITY, execute any further document(s) necessary to further effectuate this waiver and disclaimer.

The CONSULTANT agrees that the CITY may use, reuse, alter, reproduce, modify, assign, transfer, or in any other way, medium, or method utilize the CONSULTANT’ s written work product for the CITY’ s purposes, and the CONSULTANT expressly waives and disclaims any residual rights granted to it by Civil Code Sections 980 through 989 relating to intellectual property and artistic works.

Any modification or reuse by the CITY of documents, drawings, or specifications prepared by the CONSULTANT shall relieve the CONSULTANT from liability under Section 15, but only with respect to the effect of the modification or reuse by the CITY, or for any liability to the CITY should the documents be used by the CITY for some project other than what was expressly agreed upon within the Scope of Services of this project, unless otherwise mutually agreed.

8. INDEPENDENT CONTRACTOR. Both parties hereto in the performance of this Agreement will be acting in an independent capacity and not as agents, employees, partners, or joint venturers with one another. Neither the CONSULTANT nor the CONSULTANT’ s employees are employees of the CITY, and are not entitled to any of the rights, benefits, or privileges of the CITY’s employees, including but not limited to retirement, medical, unemploy - ment, or workers’ compensation insurance.

This Agreement contemplates the personal services of the CONSULTANT and the CONSULTANT’s employees, and it is recognized by the parties that a substantial inducement to the CITY for entering into this Agreement was, and is, the professional reputation and competence of the CONSULTANT and its employees. Neither this Agreement, nor any interest herein, may be assigned by the CONSULTANT without the prior written consent of the CITY.

Nothing herein contained is intended to prevent the CONSULTANT from employing or hiring as many employees, or SUBCONSULTANTS, as the CONSULTANT may deem necessary for the proper and efficient performance of this Agreement. All agreements by CONSULTANT with its SUBCONSULTANT(S) shall require the SUBCONSULTANT(S) to adhere to the applicable terms of this Agreement.

9. CONTROL. Neither the CITY, nor its officers, agents, or employees shall have any control over the conduct of the CONSULTANT or any of the CONSULTANT’ s employees, except as set forth in this Agreement. The CONSULTANT, or the CONSULTANT’ s agents, servants, or employees are not in any manner agents, servants, or employees of the CITY. The CONSULTANT and its agents, servants, and employees are wholly independent from the CITY and CONSULTANT’s obligations to the CITY are solely prescribed by this Agreement.

10. CO
MPLIANCE WITH APPLICABLE LAW . The CONSULTANT, in the
performance of the services to be provided herein, shall comply with all applicable state and federal statutes and regulations, and all applicable ordinances, rules, and regulations of the City of National City, whether now in force or subsequently enacted. The CONSULTANT and each of its SUBCONSULTANT(S), shall obtain and maintain a current City of National City business license prior to and during performance of any work pursuant to this Agreement.

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11. LICENSES, PERMITS, ETC. The CONSULTANT represents and covenants that it has all licenses, permits, qualifications, and approvals of whatever nature that are legally required to practice its profession. CONSULTANT must promptly produce a copy of any such license, permit, or approval to CITY upon request. The CONSULTANT represents and covenants that the CONSULTANT shall, at its sole cost and expense, keep in effect at all times during the term of this Agreement, any license, permit, or approval which is legally required for the CONSULTANT to practice its profession.

12. S
TANDARD OF CARE.

A. The CONSULTANT, in performing any services under this Agreement, shall perform in a manner consistent with that level of care and skill ordinarily exercised by members of the CONSULTANT’s trade or profession currently practicing under similar conditions and in similar locations. The CONSULTANT shall take all special precautions necessary to protect the CONSULTANT’s employees and members of the public from risk of harm arising out of the nature of the work and/or the conditions of the work site.

B. Unless disclosed in writing prior to the date of this Agreement, the CONSULTANT warrants to the CITY that it is not now, nor has it for the five (5) years preceding, been debarred by a governmental agency or i nvolved in debarment, arbitration, or litigation proceedings concerning the CONSULTANT’ s professional performance or the furnishing of materials or services relating thereto.

C. The CONSULTANT is responsible for identifying any unique products, treatments, processes, or materials whose availability is critical to the success of the project the CONSULTANT has been retained to perform, within the time requirements of the CITY, or, when no time is specified, then within a commercially reasonable time. Accordin gly, unless the CONSULTANT has notified the CITY otherwise, the CONSULTANT warrants that all products, materials, processes, or treatments identified in the project documents prepared for the CITY are reasonably commercially available. Any failure by the CONSULTANT to use due diligence under this sub-section will render the CONSULTANT liable to the CITY for any increased costs that result from the CITY’s later inability to obtain the specified items or any reasonable substitute within a price range that allows for project completion in the time frame specified or, when not specified, then within a commercially reasonable time.

13. DRUG FREE WORKPLACE. The CONSULTANT agrees to comply with the CITY’s Drug-Free Workplace requirements. Every person awarded a contract by the CITY for the provision of services shall certify to the CITY that it will provide a drug -free workplace. Any subcontract entered into by the CONSULTANT pursuant to this Agreement shall contain this provision.

14. NO
N- DISCRIMINATION PROVISIONS . The CONSULTANT shall not discriminate against any employee or applicant for employment because of age, race, color, ancestry, religion, sex, sexual orientation, marital status, national origin, physical handicap, or medical condition. The CO NSULTANT will take positive action to insure that applicants are employed without regard to their age, race, color, ancestry, religion, sex, sexual orientation, marital status, national origin, physical handicap, or medical condition. Such action shall include, but not be limited to , the following: employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination, rates of pay or other forms of compensation, and selection for training, including apprenticeship. The CONSULTANT agrees to post in conspicuous

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places available to employees and applicants for employment any notices provided by the CITY setting forth the provisions of this non-discrimination clause.

15. CONFIDENTIAL INFORMATION. The CITY may from time to time communicate to the CONSULTA NT certain confidential information to enable the CONSULTANT to effectively perform the services to be provided herein. The CONSULTANT shall treat all such information as confidential and shall not disclose any part thereof without the prior written consent of the CITY. The CONSULTANT shall limit the use and circulation of such information, even within its own organization, to the extent necessary to perform the services to be provided herein. The foregoi ng obligation of this Section 15, however, shall not apply to any part of the information that (i) has been disclosed in publicly available sources of information; (ii) is, through no fault of the CONSULTANT, hereafter disclosed in publicly available sources of information; (iii) is already in the possessio n of the CONSULTANT without any obligation of confidentiality; or (iv) has been or is hereafter rightfully disclosed to the CONSULTANT by a third party, but only to the extent that the use or disclosure thereof has been or is rightfully authorized by that third party.

The CONSULTANT shall not disclose any reports, recommendations, conclusions, or other results of the services or the existence of the subject matter of this Agreement without the prior written consent of the CITY. In its performance hereunder, the CONSULTANT shall comply with all legal obligations it may now or hereafter have respecting the information or other property of any other person, firm, or corporation.

CONSULTANT shall be liable to CITY for any damages caused by breach of this condition, pursuant to the provisions of Section 16.

16. INDEMNIFICATION AND HOLD HARMLESS . To the maximum extent provided by law, the CONSULTANT agrees to defend, indemnify, and hold harmless the City of National City, its officers, officials, agents, employees, and volunteers against and from any and all liability, loss, damages to property, injuries to, or death of any person or persons, and all claims, demands, suits, actions, proceedings, reasonable attorneys’ fees, and defense costs, of any kind or nature, including workers’ compensation claims, of or by anyone whomsoever, resulting from or arising out of the CONSULTANT’ s performance or other obligations under this Agreement; provided, however, that this indemnification and hold harmless shall not include any claims or liability arising from the established sole negligence or willful misconduct of the CITY, its agents, officers, employees, or volunteers. CITY will cooperate reasonably in the defense of any action, and CONSULTANT shall employ competent counsel, reasonably acceptable to the City Attorney.

The indemnity, defense, and hold harmless obligations contained herein shall survive the termination of this Agreement for any alleged or actual omission, act, or negligence under this Agreement that occurred during the term of this Agreement.

17. EMPLOYEE PAYMENTS AND INDEMNIFICATION.

17.1 PERS Eligibility Indemnification. If CONSULTANT ’s employee(s) providing services under this Agreement claims, or is determined by a court of competent jurisdiction or the California Public Employees Retirement System (“PERS”) to be eligible for enrollment in PERS of the CITY, CONSULTANT shall indemnify, defend, and hold harmless CITY for the payment of any employer and employee contributions for PERS benefits on behalf of the employee as well

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as for payment of any penalties and interest on such contributions which would otherwise be the responsibility of the CITY.

CONSULTANT’S employees providing service under this Agreement shall not:
(1) qualify for any compensation and benefit under PERS; (2) be entitled to any benefits under PERS; (3) enroll in PERS as an employee of CITY; (4) receive any employer contributions paid by CITY for PERS benefits; or (5) be entitled to any other PERS-related benefit that would accrue to a CITY employee. CONSULTANT’s employees hereby waive any claims to benefits or compensation described in this Section 17 . This Section 17 applies to CONSULTANT notwithstanding any other agency, state , or federal policy, rule, regulation, law , or ordinance to the contrary.

17.2 Limitation of CITY Liability . The payment made to CONSULTANT under this Agreement shall be the full and complete compensation to which CONSULTANT and CONSULTANT’s officers, employees, agents, and subcontractors are entitled for performance of any work under this Agreement. Neither CONSULTANT nor CONSULTANT’s officers, employees, agents, and subcontractors are entitled to any salary or wages, or retirement, health, leave, or other fringe benefits applicable to CITY employees. The CITY will not make any federal or state tax withholdings on behalf of CONSULTANT. The CITY shall not be required to pay any workers’ compensation insurance on behalf of CONSULTANT.

17.3 In
demnification for Employee Payments . CONSULTANT agrees to defend and indemnify the CITY for any obligation, claim, suit, or demand for tax, retirement contribution including any contribution to PERS, social security, salary or wages, overtime payment, or workers’ compensation payment which the CITY may be required to make on behalf of (1) CONSULTANT, (2) any employee of CONSULTANT, or (3) any employee of CONSULTANT construed to be an employee of the CITY, for work performed under this Agreement. This is a continuing obligation that survives the termination of this Agreement.

18. W
ORKERS’ COMPENSATION. The CONSULTANT shall comply with all of the provisions of the Workers’ Compensation Insurance and Safety Acts of the State of California, the applicable provisions of Division 4 and 5 of the California Lab or Code, and all amendments thereto; and all similar s tate or federal acts or laws applicable; and shall indemnify, and hold harmless the CITY and its officers, employees, and volunteers from and against all claims, demands, payments, suits, actions, proceedings, and judgments of every nature and description, including reasonable attorney’s fees and defense costs presented, brought, or recovered against the CITY or its officers, employees, or volunteers, for or on account of any liability under any of said acts which may be incurred by reason of any work to be performed by the CONSULTANT under this Agreement.

19. I
NSURANCE. The CONSULTANT, at its sole cost and expense, shall purchase and maintain, and shall require its SUBCONSULTANT(S), when applicable, to purchase and maintain throughout the term of this Agreement, the following insurance policies:

A.

If checked, Professional Liability Insurance (errors and omissions) with minimum limits of $1,000,000 per occurrence.

B. Automobile Insurance covering all bodily injury and property damage incurred during the performance of this Agreement, with a minimum coverage of $1,000,000

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combined single limit per accident. Such automobile insurance shall include owned, non- owned, and hired vehicles. The policy shall name the CITY and its officers, agents, employees, and volunteers as additional insureds, and a separate additional insured endorsement shall be provided.

C. Commercial General Liability Insurance, with minimum limits of either $2,000,000 per occurrence and $4,000,000 aggregate, or $1,000,000 per occurre nce an d $2,000,000 aggregate with a $2,000,000 umbrella policy, covering all bodily injury and property damage arising out of its operations, work, or performance under this Agreement. The policy shall name the CITY and its officers, agents, employees, and volunteers as additional insureds, and a separate additional insured endorsement shall be provided. The general aggregate limit must apply solely to this “project” or “location”. The “project” or “location” should be noted with specificity on an endorsement that shall be incorporated into the policy.

D. Workers’ Compensation Insurance in an amount sufficient to meet statutory requirements covering all of CONSULTANT’s employees and employers’ liability insurance with limits of at least $1,000,000 per accident. In addition, the policy shall be endorsed with a waiver of subrogation in favor of the CITY. Said endorsement shall be provided prior to commencement of work under this Agreement.

If CONSULTANT has no employees subject to the California Workers’ Compensation and Labor laws, CONSULTANT shall execute a Declaration to that effect. Said Declaration shall be provided to CONSULTANT by CITY.

E. The aforesaid policies shall constitute primary insurance as to the CITY, its officers, officials, employees, and volunteers, so that any other policies held by the CITY shall not contribute to any loss under said insurance. Said policies shall provide for thirty (30) days prior written notice to the CITY ’s Risk Manager, at the address listed in subsection G below, of cancellation or material change.

F. If required insurance coverage is provided on a “claims made” rather than “occurrence” form, the CONSULTANT shall maintain such insurance coverage for three (3) years after expiration of the term (and any extensions) of this Ag reement. In addition, the “retro” date must be on or before the date of this Agreement.

G. The Certificate Holder for all policies of insurance required by this Section shall be:

City of National City
c/o Risk Manager
1243 National City Boulevard
National City, CA 91950-4397

H. Insurance shall be written with only insurers authorized to conduct business in California that hold a current policy holder’s alphabetic and financial size category rating of not less than A:VII according to the current Best’s Key Rating Guide, or a company of equal financial stability that is approved by the CITY’s Risk Manager. In the event coverage is provided by non- admitted “surplus lines” carriers, they must be included on the most recent List of Ap proved Surplus Line Insurers (“LASLI”) and otherwise meet rating requirements.

I. This Agreement shall not take effect until certificate(s) or other sufficient proof that these insurance provisions have been complied with, are filed with and approved by the CITY’s Risk Manager. If the CONSULTANT does not keep all insurance policies required by this Section 19 in full force and effect at all times during the term of this Agreement, the CITY may

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treat the failure to maintain the requisite insurance as a breach of this Agreement and terminate the Agreement as provided herein.

J. All deductibles and self-insured retentions in excess of ten-thousand dollars ($10,000) must be disclosed to and approved by the CITY. CITY reserves the right to modify the insurance requirements of this Section 19, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances.

K. If the CONSULTANT maintains broader coverage or higher limits (or both) than the minimum limits shown above, the CITY shall be entitled to the broader coverage or higher limits (or both) maintained by the CONSULTANT. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the CITY.

20. LEGAL FEES. If any party brings a suit or action against the other party arising from any breach of any of the covenants or agreements or any inaccuracies in any of the representations and warranties on the part of the other party arising out of this Agreement, then in that event, the prevailing party in such action or dispute, whether by final judgment or out-of-court settlement, shall be entitled to have and recover of and from the other party all costs and expenses of suit, including attorneys’ fees.

For purposes of determining who is to be considered the prevailing party, it is stipulated that attorney’s fees incurred in the prosecution or defense of the action or suit shall not be considered in determining the amount of the judgment or award. Attorney’s fees to the prevailing party if other than the CITY shall, in addition, be limited to the amount of attorney’s fees incurred by the CITY in its prosecution or defense of the action, irrespective of the actual amount of attorney’s fees incurred by the prevailing party.

21. TERMINATION.

A. This Agreement may be terminated with or without cause by the CITY.

Termination without cause shall be effective only upon sixty (60) day’s written notice to the CONSULTANT. During said sixty (60) day period the CONSULTANT shall perform all services in accordance with this Agreement.

B. This Agreement may also be terminated immediately by the CITY for cause in the event of a material breach of this Agreement, misrepresentation by the CONSULTANT in connection with the formation of this Agreement or the performance of services, or the failure to perform services as directed by the CITY.

C. Termination with or without cause shall be effected by delivery of written Notice of Termination to the CONSULTANT as provided for herein.

D. In the event of termination, all finished or unfinished Memoranda Reports, Maps, Drawings, Plans, Specifications, and other documents prepared by the CONSULTANT, whether paper or electronic, shall immediately become the property of and be delivered to the CITY, and the CONSULTANT shall be entitled to receive just and equitable compensation for any work satisfactorily completed on such documents and other materials up to the effective date of the Notice of Termination, not to exceed the amounts payable hereunder, and less any damages caused the CITY by the CONSULTANT’ s breach, if any. Thereafter, ownership of said written material shall vest in the CITY all rights set forth in Section 7.

E. The CITY further reserves the right to immediately terminate this Agreement upon: (1) the filing of a petition in bankruptcy affecting the CONSULTANT; (2) a reorganization of the CONSULTANT for the benefit of creditors; or (3) a business reorganization, change in business name, or change in business status of the CONSULTANT.

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22. NOTICES. All notices or other communications required or permitted hereunder shall be in writing, and shall be personally delivered; or sent by overnight mail (Federal Express or the like); or sent by registered or certified mail, postage prepaid, return receipt requested; or sent by ordinary mail, postage prepaid; or telegraphed or cabled; or delivered or sent by telex, telecopy, facsimile , or fax; and shall be deemed received upon the earlier of (i) if personally delivered, the date of delivery to the a ddress of the person to receive such notice, (ii) if sent by overnight mail, the business day following its deposit in such overnight mail facility, (iii) if mailed by registered, certified, or ordinary mail, five (5) days (ten (10) days if the address is outside the State of California) after the date of deposit in a post office, mailbox, mail chute, or other like facility regularly maintained by the United States Postal Service, (iv) if given by telegraph or cable, when delivered to the telegraph company with charges prepaid, or (v) if given by telex, telecopy, facsimile, or fax, when sent. Any notice, request, demand, direction, or other communication delivered or sent as specified above shall be directed to the following persons:

To CITY: Robert Hernandez
Division Chief/Fire Marshal
National City Fire Department
City of National City
1243 National City Boulevard
National City, CA 91950-4397

To CONSULTANT:

David Kniff
Director of Operations/Project Manager
INTERWEST Consulting Group
9320 Chesapeake Drive Suite #208
San Diego, Ca. 92123
Notice of change of address shall be given by written notice in the manner specified in this Section. Rejection or other refusal to accept or the inability to deliver because of changed address of which no notice was given shall be deemed to constitute receipt of the notice, demand, request, or communication sent. Any notice, request, demand, direction, or other communication sent by cable, telex, telecopy, facsimile, or fax must be confirmed within forty-eight (48) hours by letter mailed or delivered as specified in this Section.

23. CONFLICT OF INTEREST AND POLITICAL REFORM ACT
OBLIGATIONS. During the term of this Agreement, the CONSULTANT shall not perform services of any kind for any person or entity whose interests conflict in any way with those of the City of National City. The CONSULTANT also agrees not to specify any product, treatment, process, or material for the project in which the CONSULTANT has a material financial interest, either direct or indirect, without first notifying the CITY of that fact. The CONSULTANT shall at all times comply with the terms of the Political Reform Act and the National City Conflict of Interest Code. The CONSULTANT shall immediately disqualify itself and shall not use its official position to influence in any way any matter coming before the CITY in which the CONSULTANT has a financial interest as defined in Government Code Section 87103. The CONSULTANT

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represents that it has no knowledge of any financial interests that would require it to disqualify itself from any matter on which it might perform services for the CITY.

If checked, the CONSULTANT shall comply with all of the reporting requirements of the Political Reform Act and the National City Conflict of Interest Code.

Specifically, the CONSULTANT shall file a Statement of Economic Interests with the City Clerk of the City of National City in a timely manner on forms which the CONSULTANT shall obtain from the City Clerk.

The CONSULTANT shall be strictly liable to the CITY for all damages, costs, or expenses the CITY may suffer by virtue of any violation of this Section 23 by the CONSULTANT.

24. PREVAILING WAGES . State prevailing wage rates may apply to work performed under this A greement. State prevailing wage rates apply to all public works contracts as set forth in California Labor Code, including but not limited to, Sections 1720, 1720.2, 1720.3, 1720.4, and 1771. Consultant is solely responsible to determine if state prevailing wage rates apply and, if applicable, pay such rates in accordance with all laws, ordinances, rules, and regulations.

25. ADM INISTRATIVE PROVISIONS.

A. Computation of Time Periods. If any date or time period provided for in this Agreement is or ends on a Saturday, Sunday, or federal, state, or legal holiday, then such date shall automatically be extended until 5:00 p.m. Pacific Time of the next day which is not a Saturday, Sunday, or federal, state, or legal holiday.

B. Counterparts. This Agreement may be executed in multiple counterp arts, each of which shall be deemed an original, but all of which, together, shall constitute but one and the same instrument.

C. Captions. Any captions to, or headings of, the sections or subsections of this Agreement are solely for the convenience of th e parties hereto, are not a part of this Agreement, and shall not be used for the interpretation or determination of the validity of this Agreement or any provision hereof.

D. No Obligations to Third Parties. Except as otherwise expressly provided herein, the execution and delivery of this Agreement shall not be deemed to confer any rights upon, or obligate any of the parties hereto, to any person or entity other than the parties hereto.

E. Exhibits and Schedules. The Exhibits and Schedules attached hereto a re hereby incorporated herein by this reference for all purposes. To the extent any exhibits, schedules, or provisions thereof conflict or are inconsistent with the terms and conditions contained in this Agreement, the terms and conditions of this Agreement shall control.

F. Amendment to this Agreement. The terms of this Agreement may not be modified or amended except by an instrument in writing executed by each of the parties hereto.

G. Assignment & Assumption of Rights. CONSULTANT shall not assign this Agreement, in whole or in part, to any other party without first obtaining the written consent of CITY.

H. Waiver. The waiver or failure to enforce any provision of this Agreement shall not operate as a waiver of any future breach of any such provision or any other provision hereof.

I. Applicable Law. This Agreement shall be governed by and construed in accordance with the laws of the State of California. The venue for any legal action arising under this Agreement shall be in either state or federal court in the County of San Diego, State of California.

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J. Audit. If this Agreement exceeds ten-thousand dollars ($10,000), the parties shall be subject to the examination and audit of the State Auditor for a period of three (3) years after final payment under the Agreement, per Government Code Section 8546.7.

K. Entire Agreement. This Agreement supersedes any prior agreements, negotiations, and communications, oral or written, and contains the entire agreement between the parties as to the subject matter hereof. No subsequent agreement, representation, or promise made by either party hereto, or by or to an employee, officer, agent, or representative of any party hereto shall be of any effect unless it is in writing and executed by the party to be bound thereby.

L. Successors and Assigns. This Agreement shall be binding upon and shall inure to the benefit of the successors and assigns of the parties hereto.

M. Subcontractors or Subconsultants. The CITY is engaging the services of the CONSULTANT iden tified in this Agreement. The CONSULTANT shall not subcontract any portion of the work, unless such subcontracting was part of the original proposal or is allowed by the CITY in writing. In the event any portion of the work under this Agreement is subcontr acted, the subconsultant(s) shall be required to comply with and agree to, for the benefit of and in favor of the CITY, both the insurance provisions in Section 19 and the indemnification and hold harmless provision of Section 16 of this Agreement.

N. Construction. The parties acknowledge and agree that (i) each party is of equal bargaining strength, (ii) each party has actively participated in the drafting, preparation, and negotiation of this Agreement, (iii) each such party has consulted with or has had the opportunity to consult with its own, independent counsel and such other professional advisors as such party has deemed appropriate, relative to any and all matters contemplated under this Agreement, (iv) each party and such party’s counsel and advisors have reviewed this Agreement, (v) each party has agreed to enter into this Agreement following such review and the rendering of such advice, and (vi) any rule or construction to the effect that ambiguities are to be resolved against the drafting party shall not apply in the interpretation of this Agreement, or any portions hereof, or any amendments hereto.

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IN WITNESS WHEREOF, the parties hereto have executed this Agreement on the date and year written below.

CITY OF NATIONAL CITY

By: ____________________________
Ron Morrison, Mayor

Date: ___________

APPROVED AS TO FORM:

By: ____________________________
Barry J. Schultz, City Attorney

Date: ___________

INTERWEST CONSULTING GROUP

By: ______________________________
Paul Meschino, President

Date: ___________

By: ______________________________
David Kniff, Assistant Secretary

Date: ___________

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CONTACT INFORMATION

CITY OF NATIONAL CITY
1243 National City Boulevard
National City, CA 91950-4397

Phone: (619) 336-4552
Fax: (619) 336-4562
Contact: Robert Hernandez
Title: Division Chief/Fire Marshal
Dep.: Fire
Email: [email protected]
INTERWEST Consulting Group
9320 Chesapeake Drive Suite #208
San Diego, CA 92123

Phone: (619) 385-1307
Contact: David Kniff
Title: Director of Operations/Project Manager
Email: [email protected]
Taxpayer I.D. No.: 73-1630909

RESOLUTION NO. 2025 -

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NATIONAL CITY ,

CALIFORNIA, AUTHORIZING THE MAYOR TO EXECUTE AN AGREEMENT BY AND

BETWEEN THE CITY OF NATIONAL CITY AND INTERWEST CONSULTING GROUP

TO PROVIDE ON-CALL PERMIT PROCESSING, PLAN REVIEW, AND INSPECTION

SERVICES FOR THE FIRE DEPARTMENT FOR A NOT -TO-EXCEED AMOUNT OF $100,000 PER YEAR FOR A TERM OF THREE YEARS
WHEREAS, the City has an existing agreement with Interwest, a SAFEBuilt company (formerly EsGil Corporation), for permit processing, plan reviews, construction inspections, and code enforcement services supporting the Building and Fire Departments, which is set to expire on April 20, 2025; and WHEREAS, on February 5, 2025, the City issued a Request for Proposal (RFP) for on-call services to assist with permit processing, plan reviews, and inspections for the Building Department; and

WHEREAS, the RFP was emailed to professional consulting firms, with a submission deadline of March 5, 2025; and

WHEREAS, on March 12, 2025, the City issued an addendum extending the RFP to five firms who bid originally to include on-call services for the Fire Department, with a submission deadline of March 20, 2025; and

WHEREAS, the Fire Department received and evaluated five proposals based on cost, percentage share, and past performance; and

WHEREAS, Interwest was found to be the most qualified to provide these services to the City; and

WHEREAS, the City and Interwest desire to enter into a three-year Agreement with a not–to-exceed amount of $100,000 per year with an option to extend the term of the agreement by one year with no more than three extensions; and

WHEREAS, the Agreement will be funded by fees collected, developer deposits, and various capital improvement projects.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF NATIONAL CITY,

CALIFORNIA, DOES RESOLVE, DECLARE, DETERMINE, AND ORDER AS FOLLOWS:

Section 1: That the City Council of the City of National City hereby approves the selection of Interwest Consulting Group and authorizes the Mayor to execute a three (3) year Agreement , attached to the Agenda Report as Exhibit A, to provide on -call permit processing, plan review, and inspection services for the Fire Department for a not-to-exceed amount of $100,000 per year.

Section 2: That the City Clerk shall certify the passage and adoption of this Resolution and enter it into the book of original Resolutions.

PASSED and ADOPTED this 15th day of April, 2025.

Ron Morrison, Mayor
ATTEST:

Shelley Chapel, MMC
City Clerk

APPROVED AS TO FORM:

Barry J. Schultz, City Attorney

AGENDA REPORT

Department: Planning
Prepared by: Martin Reeder, AICP, Asst. Director of Community Development Meeting Date: Tuesday, April 15, 2025
Approved by: Benjamin A. Martinez, City Manager

SUBJECT:

Partial Termination of a Notice of Restriction Related to the San Diego Rescue Mission Conditional Use Permit (CUP) Approved in 2021.

RECOMMENDATION:

Adopt the Resolution Entitled, “ Resolution of the City Council of the City of National City, California, Authorizing the Partial Termination of a Recorded Notice of Restriction for Conditional Use Permit 2021-13 CUP for a Transitional Housing Facility Located at 2400 Euclid Avenue.”

BOARD/COMMISSION/COMMITTEE PRIOR ACTION:

Not Applicable.

EXPLANATION:

The San Diego Rescue Mission was granted a Conditional Use Permit for a transitional housing facility and “Navigation Center” for the homeless in November 2021.The property on which the use is located (2400 Euclid Avenue) is a large 7.35-acre lot on which the Rescue Mission occupies only the northern end. The Property owners have since subdivided the lot into two, with the Rescue Mission located on its own property (Assessor’s Parcel Number or “APN” 563-070-32 on the attached map) . The remainder property (A PN 563-070-33) will be developed in the future, likely as an affordable housing site. The Rescue Mission is on a 3.84-acre parcel. The remainder property is 3.51 acres.

The financing entity for the remainder lot is requesting that the Notice of Restriction (a document memorializing the requirements of an approved CUP) be modified to remove any reference to the Rescue Mission or the CUP. Therefore, a partial termination of the Notice of Restriction would need to be recorded to remove the area consisting of the vacant remainder lot . No change in operations or use is proposed or would be approved as part of this change. The end result would be that the previously-recorded Notice of Restriction would only be applicable to APN 563 -070- 32 (2400 Euclid Avenue), where the San Diego Rescue Mission is located, as was intended. This would allow the remainder lot (APN 563 -070-33) to be unencumbered and free to develop accordingly. The property is zoned RS-3 (Medium Density Residential), which allows low-rise, medium-low density (ten to fifteen units per acre), single -family attached and multiple family residential development.

FINANCIAL STATEMENT:

No impact. The restriction refers to an existing and continuing Conditional Use Permit. No change in use will occur.

RELATED CITY COUNCIL 2020-2025 STRATEGIC PLAN GOAL:

Housing and Community Development

ENVIRONMENTAL REVIEW:

This is not a project under CEQA and is therefore not subject to environmental review. CCR15378; PRC 21065.

PUBLIC NOTIFICATION:

The Agenda Report was posted within 72 hours of the meeting date and time in accordance with the Ralph M. Brown Act.

ORDINANCE:

Not Applicable

EXHIBITS:

Exhibit A – Assessor’s Parcel Map
Exhibit B – Recorded Notice of Restriction
Exhibit C – Partial Termination of Restriction
Exhibit D – Resolution

RECORDING REQUESTED BY AND
WHEN RECORDED MAIL TO:

City of National City
c/o Planning Division
1243 National City Blvd.

National City, CA 91950

APNs 563-070-32 and (SPACE ABOVE THIS LINE FOR RECORDER’S USE) 564-070-33

PARTIAL TERMINATION OF RESTRICTION

THIS PARTIAL TERMINATION OF RESTRICTION (“Termination”) is made as of this 15th day of April, 2025 by the City of National City and National City Planning Division (collectively, “City”), relative to that certain Notice of Restriction on Real Property executed by City on December 16, 2021, and recorded in the Official Records on March 3, 2022 as Instrument No. 2012 -0081758 (“ Restriction”). The Restriction affects the following described property (“Property”):

Address: 2400 Euclid Avenue
APN: 563-070-32
Legal Description:

Lot 132 of Lincoln Acres Annex, in the City of National City, County of San Diego, state of California, according to the map thereof No. 1745, filed in the office of the County Recorder of San Diego County, Januar y 3, 1923, and that portion of L ot 1 in Quarter Section 127 of Rancho de l a Nacion , in the County of San Diego, State of Califor nia, according to the map there of No. 166 made by Morrill, filed in the office of the County Recorder of San Diego County, May 11, 1869, lying northerly of and adjoining the northerly line of Lot 132 and lying easterly of the easterly line of Prospect Street as shown on Map No. 1745.

Excepting from the above described property that portion thereof lying westerly of a line described as follows: Beginning at a point on the northerly line of Lot 1 in Quarter Section 127, distant thereof north 70° 47’ east, 140.51 feet from its intersection with the aforementioned easterly line of Prospect Street; thence south 8° 42’ 34” west, 395.55 feet to a point on the southwesterly line Lot 132 of Lincoln Acres Annex distant thereon on south 41° 59 ’ east, 160.34 feet from its intersection with said easterly line of Prospect Street.

Also excepting therefrom the portion of land conveyed to the City of National City for street purposes by deed recorded June 3, 1974, as File No. 74-144997 official records.

Parcel Map No. 22137 has been recorded in the Official Records to divide the Property into two (2) separate parcels: (i) Assessor’s Parcel Number 563 -070-32 as described on Exhibit “A”, attached hereto and incorpo rated herein by reference ( “Lot A”), and (ii) Assessor’s Parcel Number 563 -070-33 as described on Exhibit “B”, attached hereto and incorporated herein by reference (“Lot B”). The purpose of this Partial Termination is to terminate the Restriction with respect to Lot B, and to memorialize that the Restriction affects only Lot A. In this regard, City hereby terminates the Restriction and releases and quitclaims any interest it may have in and to Lot B arising out of the Restriction, to the owner thereof. C ity further confirms that the Property subject to the Restriction is Lot A.

OWNER: APPROVED AS TO FORM:

________________________________ ________________________________ Property Owner’s Name BARRY J. SCHULTZ, City Attorney City of National City

________________________________ ________________________________ Property Owner’s Signature Date

________________________________ ________________________________ Date RON MORRISON, Mayor
City of National City

________________________________
Date

A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.

STATE OF )
)
COUNTY OF ) ss.

On ____________________ ______, before me, ________________________________, (insert name and title of officer)
personally appeared ________________________________, who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or entity upon behalf of which the person(s) acted, executed the instrument.

I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.

WITNESS my hand and official seal.

___________________________________
Notary Public

EXHIBIT “A”

LEGAL DESCRIPTION OF LOT A
That certain real property located in the County of San Diego, State of California, more particularly described as follows:

LOT A:

Parcel 1 of Case File No. 2021 -13 LS in the City of National City, County of San Diego, State of California, according to the Map Thereof No. 22137, Filed in the office of the County Recorder of San Digo County as 2024-7000580 on December 3, 2024.

APN: 563-070-32

EXHIBIT “B”

LEGAL DESCRIPTION OF LOT B
That certain real property located in the County of San Diego, State of California, more particularly described as follows:

LOT B:

Parcel 2 of Case File No. 2021-13 LS in the City of National City, County of San Diego, State of California, according to the Map Thereof No. 22137, Filed in the office of the County Recorder of San Digo County as 2024-7000580 on December 3, 2024.

APN: 563-070-33

RESOLUTION NO. 2025 -

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NATIONAL CITY, CALIFORNIA,

AUTHORIZING THE PARTIAL TERMINATION OF A RECORDED NOTICE OF RESTRICTION FOR CONDITIONAL USE PERMIT 2021-13 CUP FOR A TRANSITIONAL HOUSING FACILITY LOCATED AT 2400 EUCLID AVENUE

WHEREAS, a Conditional Use Permit was approved by the City Council for a transitional housing facility located at 2400 Euclid Avenue on December 7, 2021; and WHEREAS, subsequent to said approval a Notice of Restriction was recorded against the property at 2400 Euclid Avenue (APN 563-070-07); and
WHEREAS, subsequent to the recording of said Notice of Restriction, a subdivision was processed that caused the Notice of Restriction to partially refer to one of the new parcels, which has created a cloud on the title that is complicating the potential for future development; and WHEREAS, the financing entity for the development of Lot “B” is requesting that the Notice of Restriction be modified to make it applicable to only Lot “A”; and WHEREAS, staff has determined that the requested partial termination of the Notice of Restriction would not change the use under the original approval, n or would any new use be granted.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF NATIONAL CITY, CALIFORNIA, DOES RESOLVE, DECLARE, DETERMINE, AND ORDER AS FOLLOWS:

Section 1: That the City Council hereby authorizes the Partial Termination of the Notice of Restriction for 2021-13 CUP that was recorded with the San Diego County Recorder as document 2022-0096245 to specify that the restriction applies only to Assessor’s Parcel Number 563-070-32 (Lot “A”) and not Assessor’s Parcel Number 563-070-33 (Lot “B”) of Parcel Map No. 22137.

Section 2: That the City Clerk shall certify to the passage and adoption of this Resolution and enter it into the book of original Resolutions.

PASSED and ADOPTED this 15th day of April, 2025.

________________________________
Ron Morrison, Mayor
ATTEST:

____________________________________
Shelley Chapel, MMC, City Clerk
APPROVED AS TO FORM:
____________________________________
Barry J. Schultz, City Attorney

AGENDA REPORT

Department: Finance
Prepared by: Kecia Carrasco, Accountant
Meeting Date: Tuesday, April 15, 2025
Approved by: Benjamin A. Martinez, City Manager

SUBJECT:

Investment Report for the Quarter Ended December 31, 2024.

RECOMMENDATION:

Accept and File the Investment Report for the Quarter Ended December 31, 2024.

BOARD/COMMISSION/COMMITTEE PRIOR ACTION:

Not Applicable.

EXPLANATION:

The California Government Code (§536 46(b)(1)) requires that, when the T reasurer or the Chief Fiscal Officer of a local agency renders to the legislative body of the agency a quarterly report on the agency’s investment portfolio, such report shall include the following information regarding all securities, investments, and moneys held by the local agency:
 type of investment;
 issuer (bank or institution);
 date of maturity;
 dollar amount invested; and
 current market valuation as of the date of the report.

In addition, Government Code §53646(b)(2) requires that the report state the City’s co mpliance with its investment policy and Government Code §53646(b)(3) requires that it include a statement regarding the ability of the local agency to meet its pool’s expenditure requirements over the next six months.

OVERVIEW OF CITY INVESTMENTS
The City’s pooled investment portfolio balance as of December 31, 2024, is summarized below and compared to the balance as of December 31, 2023.

1 actual cost of investments
2 amount at which the investments could be sold

The assets of the City of National City’s investment portfolio are managed by Chandler Asset Management, the California Treasurer’s Local Agency Investment Fund (LAIF) and the San Diego Table 1
12/31/2024 12/31/2023
Book Value 1 113,970,822$ 115,959,372$
Market Value 2 113,591,706$ 114,619,023$

County Treasurer's Pooled Money Fund (“San Diego County Pool”) that represents the largest portion of the assets with 34.90%.

The San Diego County Pool and LAIF are liquid investment pools that allow participants to earn market-rate returns while retaining access to funds within 24 to 48 hours of a withdrawal request with no penalty. The City’s assets managed by Chandler Asset Management may be liquidated and withdrawn at any time. However, these investments likely do not provide the short liquidity (i.e., quick access to funds) of the pooled money funds, and liquidation of these investments is at the risk of loss and/or penalty to the City.

Summaries of the City’s investment portfolio are illustrated below.

INVESTMENT PORTFOLIO SUMMARY BY ISSUER/MANAGER
As of December 31, 2024

1 reflects LAIF participation factor of 0.999621985

Table 2
Total Market % of
Issuer/Manager Book Value Market Value YTM Portfolio
Chandler Asset Management 38,720,136 38,135,911 4.46% 33.57% County of San Diego 39,424,226 39,642,877 3.75% 34.90%
Local Agency Investment Fund 35,826,460 35,812,918 4.43% 31.53% Totals for December 31, 2024 $113,970,822 $113,591,706 100.00% 1 Chandler Asset
Management
$38,135,911
County of San Diego
$39,642,877
LAIF
$35,812,918

TOTAL MARKET VALUE
$113,591,706

INVESTMENT PERFORMANCE BY ISSUER/MANAGER

For the Quarter Ended December 31, 2024

1 total includes withdrawal of $6,000,000 on 10/18/24

Economic Update:

“Recent economic data suggest slower growth in 2025 and greater market uncertainty as the effects of fiscal policy unfold. Inflationary trends have subsided, but some components remain sticky, and core levels remain above the Fed’s target. The labor market reflects improved balance between supply and demand for workers. While job creation has been robust, continuing jobless claims remain elevated. Given the economic outlook, we expect gradual normalization of monetary policy and a steepening yield curve.

As broadly anticipated, the Federal Open Market Committee (FOMC) left the Fed Funds Rate unchanged at the range of 4.25-4.50% at the January meeting. Chair Jerome Powell reiterated previous statements indicating the economy is in a good place and that monetary policy is well positioned, adding that the committee is in no hurry to make any changes to monetary policy.

The Chandler team believes monetary policy easing will continue at a slower cadence, and lower short-term yields will likely contribute to a steepening yield curve.

US Treasury yields declined, and the curve flattened in February. The 2 -year Treasury yield declined 21 basis points to 3.99%, the 5- year Treasury fell 31 basis points to 4.02%, and the 10- year Treasury yield dropped 33 basis point s to 4.21%. The spread between the 2 -year and 10- year Treasury yield points on the curve narrowed to +22 basis points at February month -end versus +34 basis points at January month-end. The spread between the 2-year Treasury and 10- year Treasury yield one year ago was -37 basis points. The spread between the 3-month and 10- year Treasury yield points on the curve was -9 basis points in February, versus +25 basis points in January.”1

1 December 31, 2024 Chandler Asset Management Quarterly Investment Report Table 3
Issuer/Manager 12/31/2024 9/30/2024 Change
Percent
Change
Chandler Asset Management $38,135,911 $38,513,780 ($377,869) -0.98% County of San Diego $39,642,877 $39,101,394 $541,483 1.38% Local Agency Investment Fund $35,812,918 $41,421,454 ($5,608,536) -13.54% Totals for Dec 31, 2024 $113,591,706 $119,036,628 ($5,444,922) -4.57% Total Market Value
1

COMPLIANCE STATEMENT
All of the City’s investments are in compliance with the City’s investment policy (City Council Policy No. 203) and the California Government Code (§53601) et seq.

FINANCIAL STATEMENT:

Realized gains for the period, reflected below, were $872,223. This amount is the result of a combination of factors including gains or losses from the sale of assets, accrued interest, and reinvested interest/earnings.

The difference between the changes reflected in the previous two tables is attributable to the purchase and sale of securities for which the first of the tables accounts but the second table typically does not (unless an investment is sold before maturity).

RELATED CITY COUNCIL 2020-2025 STRATEGIC PLAN GOAL:

Balanced Budget and Economic Development

ENVIRONMENTAL REVIEW:

This is not a project under CEQA and is therefore not subject to environmental review. CCR15378; PRC 21065.

PUBLIC NOTIFICATION:

Agenda Report posted within 72 hours of meeting date and time in accordance with Brown Act.

ORDINANCE:

Not Applicable

EXHIBIT:

Exhibit A – 2024-1231 Investment Reports

Table 4
Issuer/Manager Gain/(Loss)
Chandler Asset Management 156,862$
County of San Diego 285,896
LAIF 429,464
Totals for December 31, 2024 872,223$

MONTHLY ACCOUNT STATEMENT
City of National City | Account | As of December 31, 2024 CHANDLER ASSET MANAGEMENT | chandlerasset.com
Information contained herein is confidential. We urge you to compare this statement to the one you receive from your qualified custodian. Please see Important Disclosures at the end of the statement.

Chandler Team:

For questions about your account, please call (800) 317-4747, or contact [email protected]
Custodian:

Bank of New York Mellon

CONFIDENTIAL | 2
City of National City | Account | December 31, 2024
Execution Time: 01/23/2025 09:34:43 AM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

PORTFOLIO SUMMARY
Portfolio Characteristics
Sector Allocation
Performance Review
Account Summary
Maturity Distribution
Top Issuers
Credit Quality
Total Rate of Return 1M 3M YTD 1YR 2YRS 3YRS 5YRS 10YRS Since Inception (03/01/12)
City of National City (0.15%) (0.77%) 3.75% 3.75% 4.20% 1.16% 1.23% 1.42% 1.22% Benchmark Return* (0.07%) (0.76%) 3.42% 3.42% 3.86% 0.74% 0.94% 1.17% 1.03% Average Modified Duration 2.62
Average Coupon 3.35%
Average Purchase YTM 3.48%
Average Market YTM 4.46%
Average Quality AA+
Average Final Maturity 3.00
Average Life 2.69
End Values as of
11/30/2024
End Values as of
12/31/2024
Market Value 38,207,442.85 38,135,911.36
Accrued Interest 270,327.99 285,720.74
Total Market Value 38,477,770.84 38,421,632.10
Income Earned 52,776.05 156,862.49
Cont/WD 0.00 0.00
Par 38,844,559.12 38,907,146.56
Book Value 38,639,106.21 38,720,135.63
Cost Value 38,639,106.21 38,720,135.63
Government of The United States 48.71%
FHLMC 6.63%
Federal Home Loan Banks 6.21%
Farm Credit System 4.51%
International Bank for Recon and Dev 2.16%
Apple Inc. 1.76%
State Street Corporation 1.45%
Morgan Stanley 1.33%
*Periods over 1 year are annualized.

Benchmark: ICE BofA 1-5 Year Unsubordinated US Treasury & Agency Index Secondary Benchmark:
*See Footnote
The credit quality is a weighted average calculation of the highest of S&P , Moody’s and Fitch

CONFIDENTIAL | 3
City of National City | Account | December 31, 2024
Execution Time: 01/23/2025 09:34:43 AM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

STATEMENT OF COMPLIANCE
Rules Name Limit Actual Compliance
Status Notes

AGENCY MORTGAGE SECURITIES (CMOS)
Max % (MV) 20.0 3.8 Compliant
Max % Issuer (MV) 5.0 3.8 Compliant
Max Maturity (Years) 5.0 3.7 Compliant
Min Rating (AA by 1) 0.0 0.0 Compliant

ASSET-BACKED SECURITIES (ABS)
Max % (MV) 20.0 3.6 Compliant
Max % Issuer (MV) 5.0 1.0 Compliant
Max Maturity (Years) 5 4 Compliant
Min Rating (AA- by 1) 0.0 0.0 Compliant

BANKERS' ACCEPTANCES
Max % (MV) 40.0 0.0 Compliant
Max % Issuer (MV) 5.0 0.0 Compliant
Max Maturity (Days) 180 0.0 Compliant
Min Rating (A- by 2, A-1 by 2) 0.0 0.0 Compliant

CERTIFICATE OF DEPOSIT PLACEMENT SERVICE (CDARS)
Max % (MV) 30.0 0.0 Compliant
Max Maturity (Years) 5.0 0.0 Compliant

COMMERCIAL PAPER
Max % (MV) 25.0 0.0 Compliant
Max % Issuer (MV) 5.0 0.0 Compliant
Max Maturity (Days) 270 0.0 Compliant
Min Rating (A by 2, A-1 by 2) 0.0 0.0 Compliant

CORPORATE MEDIUM TERM NOTES
Max % (MV) 30.0 25.8 Compliant
Max % Issuer (MV) 5.0 1.8 Compliant
Max Maturity (Years) 5 4 Compliant
Min Rating (A- by 1) 0.0 0.0 Compliant

FDIC INSURED TIME DEPOSITS (NON-NEGOTIABLE CD/
TD)
Max % (MV) 30.0 0.0 Compliant
Max % Issuer (MV) 5.0 0.0 Compliant
Max Maturity (Years) 5 0.0 Compliant

FEDERAL AGENCIES

CONFIDENTIAL | 4
City of National City | Account | December 31, 2024
Execution Time: 01/23/2025 09:34:43 AM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

STATEMENT OF COMPLIANCE
Rules Name Limit Actual Compliance
Status Notes
Max % (MV) 100.0 13.5 Compliant
Max Maturity (Years) 5 3 Compliant

LOCAL AGENCY INVESTMENT FUND (LAIF)
Max Concentration (MV) 75.0 0.0 Compliant

MONEY MARKET MUTUAL FUNDS
Max % (MV) 20.0 0.2 Compliant
Max % Issuer (MV) 20.0 0.2 Compliant
Min Rating (AAA by 2) 0.0 0.0 Compliant

MORTGAGE-BACKED SECURITIES (NON-AGENCY)
Max % (MV) 20.0 0.0 Compliant
Max % Issuer (MV) 5.0 0.0 Compliant
Max Maturity (Years) 5.0 0.0 Compliant
Min Rating (AA by 1) 0.0 0.0 Compliant

MUNICIPAL SECURITIES (CA, LOCAL AGENCY)
Max % (MV) 30.0 0.0 Compliant
Max % Issuer (MV) 5.0 0.0 Compliant
Max Maturity (Years) 5 0.0 Compliant
Min Rating (A- by 2) 0.0 0.0 Compliant

MUTUAL FUNDS
Max % (MV) 20.0 0.0 Compliant
Max % Issuer (MV) 10.0 0.0 Compliant
Min Rating (AAA by 2) 0.0 0.0 Compliant

NEGOTIABLE CERTIFICATES OF DEPOSIT (NCD)
Max % (MV) 30.0 0.0 Compliant
Max % Issuer (MV) 5.0 0.0 Compliant
Max Maturity (Years) 5 0.0 Compliant
Min Rating (A by 2, A-1 by 2 if > FDIC Limit) 0.0 0.0 Compliant

SUPRANATIONAL OBLIGATIONS
Max % (MV) 30.0 4.3 Compliant
Max % Issuer (MV) 10.0 2.2 Compliant
Max Maturity (Years) 5 4 Compliant
Min Rating (AA- by 1) 0.0 0.0 Compliant
U.S. TREASURIES
Max % (MV) 100.0 48.7 Compliant

CONFIDENTIAL | 5
City of National City | Account | December 31, 2024
Execution Time: 01/23/2025 09:34:43 AM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

STATEMENT OF COMPLIANCE
Rules Name Limit Actual Compliance
Status Notes
Max Maturity (Years) 5 5 Compliant

CONFIDENTIAL | 6
City of National City | Account | December 31, 2024
Execution Time: 01/23/2025 09:34:43 AM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

RECONCILIATION SUMMARY
Accrual Activity Summary
Fair Market Activity Summary
Month to Date Fiscal Year to Date
(07/01/2024)
Beginning Book Value 38,639,106.21 38,302,695.14
Maturities/Calls 0.00 (1,555,000.00)
Principal Paydowns (28,679.96) (202,438.91)
Purchases 1,629,911.80 8,662,451.85
Sales (1,459,762.10) (6,310,079.80)
Change in Cash, Payables, Receivables (50,421.38) (35,188.90) Amortization/Accretion 0.00 0.00
Realized Gain (Loss) (10,018.95) (142,303.76)
Ending Book Value 38,720,135.63 38,720,135.63
Month to Date Fiscal Year to Date
(07/01/2024)
Beginning Market Value 38,207,442.85 37,169,370.25
Maturities/Calls 0.00 (1,555,000.00)
Principal Paydowns (28,679.96) (202,438.91)
Purchases 1,629,911.80 8,662,451.85
Sales (1,459,762.10) (6,310,079.80)
Change in Cash, Payables, Receivables (50,421.38) (35,188.90) Amortization/Accretion 0.00 0.00
Change in Net Unrealized Gain (Loss) (152,560.90) 549,100.62 Realized Gain (Loss) (10,018.95) (142,303.76)
Ending Market Value 38,135,911.36 38,135,911.36
Maturities / Calls
Month to Date 0.00
Fiscal Year to Date (1,555,000.00)
Principal Paydowns
Month to Date (28,679.96)
Fiscal Year to Date (202,438.91)
Purchases
Month to Date 1,629,911.80
Fiscal Year to Date 8,662,451.85
Sales
Month to Date (1,459,762.10)
Fiscal Year to Date (6,310,079.80)
Interest Received
Month to Date 145,552.15
Fiscal Year to Date 613,364.12
Purchased / Sold Interest
Month to Date (4,082.41)
Fiscal Year to Date (7,646.53)

CONFIDENTIAL | 17
City of National City | Account | December 31, 2024
Execution Time: 01/23/2025 09:34:43 AM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

INCOME EARNED
Cusip Security Description
Trade Date
Settle Date
Units
Book Value: Begin
Book Value: Acq
Book Value: Disp
Book Value: End
Prior Accrued
Inc. Received
Ending Accrued
Total Interest
Accr. Of Discount
Amort. Of Premium
Net Accret/Amort
Income Earned
Total Income

CASH & EQUIVALENTS
60934N807 FEDERATED HRMS GV O SVC
80,508.00
188,819.23
145,107.11
(253,418.34)
80,508.00

0.00 578.70

0.00 578.70

0.00 0.00

0.00 578.70
578.70
CCYUSD Cash
(0.00)

0.00 0.00

0.00 (0.00)

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 CCYUSD Receivable
663.86
51,085.24

0.00 0.00
663.86

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 Total Cash & Equivalents 81,171.86
239,904.47
145,107.11
(253,418.34)
81,171.86

0.00 578.70

0.00 578.70

0.00 0.00

0.00 578.70 578.70

FIXED INCOME
023135CF1 AMAZON.COM INC 3.3
04/13/2027
04/11/2022
04/13/2022
205,000.00
204,577.70

0.00 0.00
204,577.70
902.00

0.00 1,465.75
563.75

0.00 0.00

0.00 563.75
563.75
037833EB2 APPLE INC 0.7 02/08/2026
01/13/2022
01/18/2022
700,000.00
677,908.00

0.00 0.00
677,908.00
1,538.06

0.00 1,946.39
408.33

0.00 0.00

0.00 408.33
408.33
06051GHD4 BANK OF AMERICA CORP

3.419 12/20/2028
01/17/2024
01/19/2024
500,000.00
467,680.00

0.00 0.00
467,680.00
7,645.26
8,547.50
522.35
1,424.58

0.00 0.00

0.00 1,424.58
1,424.58
06368FAC3 BANK OF MONTREAL 1.25
09/15/2026
11/18/2021
11/22/2021
500,000.00
491,120.00

0.00 0.00
491,120.00
1,319.44

0.00 1,840.28
520.83

0.00 0.00

0.00 520.83
520.83

CONFIDENTIAL | 18
City of National City | Account | December 31, 2024
Execution Time: 01/23/2025 09:34:43 AM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

INCOME EARNED
Cusip Security Description
Trade Date
Settle Date
Units
Book Value: Begin
Book Value: Acq
Book Value: Disp
Book Value: End
Prior Accrued
Inc. Received
Ending Accrued
Total Interest
Accr. Of Discount
Amort. Of Premium
Net Accret/Amort
Income Earned
Total Income
084664CZ2

BERKSHIRE HATHAWAY
FINANCE CORP 2.3
03/15/2027
03/07/2022
03/15/2022
430,000.00
429,918.30

0.00 0.00
429,918.30
2,087.89

0.00 2,912.06
824.17

0.00 0.00

0.00 824.17
824.17
096919AD7 BMWOT 2024-A A3 5.18
02/26/2029
06/04/2024
06/11/2024
165,000.00
164,974.94

0.00 0.00
164,974.94
142.45
712.25
142.45
712.25

0.00 0.00

0.00 712.25
712.25
161571HT4 CHAIT 2023-1 A 5.16
09/15/2028
09/07/2023
09/15/2023
395,000.00
394,890.51

0.00 0.00
394,890.51
905.87
1,698.50
905.87
1,698.50

0.00 0.00

0.00 1,698.50
1,698.50
24422EXT1 JOHN DEERE CAPITAL CORP

4.85 06/11/2029
06/06/2024
06/11/2024
230,000.00
229,692.95

0.00 0.00
229,692.95
5,267.64
5,577.50
619.72
929.58

0.00 0.00

0.00 929.58
929.58
3130ATS57 FEDERAL HOME LOAN BANKS

4.5 03/10/2028 900,000.00
923,373.00

0.00 0.00
923,373.00
9,112.50

0.00 12,487.50
3,375.00

0.00 0.00

0.00 3,375.00
3,375.00
3130AWN63 FEDERAL HOME LOAN BANKS

4.0 06/30/2028
07/13/2023
07/14/2023
720,000.00
718,084.80

0.00 0.00
718,084.80
12,080.00
14,400.00

80.00 2,400.00

0.00 0.00

0.00 2,400.00
2,400.00
3130AWTR1 FEDERAL HOME LOAN BANKS

4.375 09/08/2028
09/12/2023
09/14/2023
750,000.00
746,200.50

0.00 0.00
746,200.50
7,565.10

0.00 10,299.48
2,734.37

0.00 0.00

0.00 2,734.37
2,734.37
3133EPC45

FEDERAL FARM CREDIT
BANKS FUNDING CORP 4.625
11/13/2028
11/27/2023
11/28/2023
440,000.00
443,150.40

0.00 0.00
443,150.40
1,017.50

0.00 2,713.33
1,695.83

0.00 0.00

0.00 1,695.83
1,695.83
3133EPN50

FEDERAL FARM CREDIT
BANKS FUNDING CORP 4.25
12/15/2028
12/18/2023
12/19/2023
550,000.00
556,110.50

0.00 0.00
556,110.50
10,778.47
11,687.50
1,038.89
1,947.92

0.00 0.00

0.00 1,947.92
1,947.92

CONFIDENTIAL | 19
City of National City | Account | December 31, 2024
Execution Time: 01/23/2025 09:34:43 AM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

INCOME EARNED
Cusip Security Description
Trade Date
Settle Date
Units
Book Value: Begin
Book Value: Acq
Book Value: Disp
Book Value: End
Prior Accrued
Inc. Received
Ending Accrued
Total Interest
Accr. Of Discount
Amort. Of Premium
Net Accret/Amort
Income Earned
Total Income
3133EPSW6

FEDERAL FARM CREDIT
BANKS FUNDING CORP 4.5
08/14/2026
08/09/2023
08/14/2023
725,000.00
723,332.50

0.00 0.00
723,332.50
9,696.88

0.00 12,415.63
2,718.75

0.00 0.00

0.00 2,718.75
2,718.75
3137EAEP0

FEDERAL HOME LOAN
MORTGAGE CORP 1.5
02/12/2025
06/04/2020
06/05/2020
625,000.00
652,443.75

0.00 0.00
652,443.75
2,838.54

0.00 3,619.79
781.25

0.00 0.00

0.00 781.25
781.25
3137EAEX3

FEDERAL HOME LOAN
MORTGAGE CORP 0.375
09/23/2025
09/24/2020
09/25/2020
450,000.00
448,857.00

0.00 0.00
448,857.00
318.75

0.00 459.38
140.63

0.00 0.00

0.00 140.63
140.63
3137FETN0 FHMS K-073 A2 3.35
01/25/2028
07/10/2023
07/13/2023
190,000.00
179,891.41

0.00 0.00
179,891.41
530.42
530.42
530.42
530.42

0.00 0.00

0.00 530.42
530.42
3137FG6X8 FHMS K-077 A2 3.85
05/25/2028
05/24/2023
05/30/2023
720,000.00
706,781.25

0.00 0.00
706,781.25
2,310.00
2,310.00
2,310.00
2,310.00

0.00 0.00

0.00 2,310.00
2,310.00
3137FGZT5 FHMS K-079 A2 3.926
06/25/2028
07/10/2023
07/13/2023
300,000.00
290,332.03

0.00 0.00
290,332.03
981.50
981.50
981.50
981.50

0.00 0.00

0.00 981.50
981.50
3137H4BY5 FHMS K-746 A2 2.031
09/25/2028
10/26/2023
10/31/2023
320,000.00
275,587.50

0.00 0.00
275,587.50
541.60
541.60
541.60
541.60

0.00 0.00

0.00 541.60
541.60
34535VAD6 FORDO 2024-D 4.61
08/15/2029
11/19/2024
11/22/2024
230,000.00
229,992.62

0.00 0.00
229,992.62
265.08
677.41
471.24
883.58

0.00 0.00

0.00 883.58
883.58
43813YAC6 HAROT 2024-3 A3 4.57
03/21/2029
08/09/2024
08/21/2024
235,000.00
234,963.08

0.00 0.00
234,963.08
298.32
894.96
298.32
894.96

0.00 0.00

0.00 894.96
894.96

CONFIDENTIAL | 20
City of National City | Account | December 31, 2024
Execution Time: 01/23/2025 09:34:43 AM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

INCOME EARNED
Cusip Security Description
Trade Date
Settle Date
Units
Book Value: Begin
Book Value: Acq
Book Value: Disp
Book Value: End
Prior Accrued
Inc. Received
Ending Accrued
Total Interest
Accr. Of Discount
Amort. Of Premium
Net Accret/Amort
Income Earned
Total Income
43815BAC4 HAROT 2022-1 A3 1.88
05/15/2026
02/15/2022
02/23/2022
61,506.14
70,420.95

0.00 (8,924.07)
61,496.88

58.85 110.34

51.39 102.88

0.00 0.00

0.00 102.88
102.88
43815GAC3 HAROT 2021-4 A3 0.88
01/21/2026
11/16/2021
11/24/2021
18,824.71
23,233.53

0.00 (4,412.80)
18,820.74

5.68 17.04

4.60 15.96

0.00 0.00

0.00 15.96

15.96 438516CJ3 HONEYWELL INTERNATIONAL
INC 4.95 02/15/2028
02/13/2023
02/15/2023
450,000.00
460,093.50

0.00 0.00
460,093.50
6,558.75

0.00 8,415.00
1,856.25

0.00 0.00

0.00 1,856.25
1,856.25
4581X0EN4

INTER-AMERICAN
DEVELOPMENT BANK 4.125
02/15/2029
02/15/2024
02/20/2024
475,000.00
470,782.00

0.00 0.00
470,782.00
5,769.27

0.00 7,402.08
1,632.81

0.00 0.00

0.00 1,632.81
1,632.81
459058KL6

INTERNATIONAL BANK FOR

RECONSTRUCTION AND
DEVELOPM 3.625 09/21/2029
09/26/2024
09/27/2024
450,000.00
450,283.50

0.00 0.00
450,283.50
3,171.88

0.00 4,531.25
1,359.38

0.00 0.00

0.00 1,359.38
1,359.38
459058LN1

INTERNATIONAL BANK FOR

RECONSTRUCTION AND
DEVELOPM 3.875 10/16/2029
10/28/2024
10/29/2024
400,000.00
395,284.00

0.00 0.00
395,284.00
1,937.50

0.00 3,229.17
1,291.67

0.00 0.00

0.00 1,291.67
1,291.67
45950KDD9 INTERNATIONAL FINANCE
CORP 4.5 07/13/2028
07/06/2023
07/13/2023
330,000.00
329,633.70

0.00 0.00
329,633.70
5,692.50

0.00 6,930.00
1,237.50

0.00 0.00

0.00 1,237.50
1,237.50
46625HRY8 JPMORGAN CHASE & CO

3.782 02/01/2028
06/13/2023
06/15/2023
450,000.00
426,834.00

0.00 0.00
426,834.00
5,673.00

0.00 7,091.25
1,418.25

0.00 0.00

0.00 1,418.25
1,418.25
47787JAC2 JDOT 2022 A3 0.36
09/15/2026
03/10/2022
03/16/2022
43,914.34
49,891.05

0.00 (5,986.43)
43,904.62

51.45 96.48

45.28 90.31

0.00 0.00

0.00 90.31

90.31

CONFIDENTIAL | 21
City of National City | Account | December 31, 2024
Execution Time: 01/23/2025 09:34:43 AM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

INCOME EARNED
Cusip Security Description
Trade Date
Settle Date
Units
Book Value: Begin
Book Value: Acq
Book Value: Disp
Book Value: End
Prior Accrued
Inc. Received
Ending Accrued
Total Interest
Accr. Of Discount
Amort. Of Premium
Net Accret/Amort
Income Earned
Total Income
47789QAC4 JDOT 2021-B A3 0.52
03/16/2026
07/13/2021
07/21/2021
17,108.79
20,515.95

0.00 (3,408.69)
17,107.27

4.74 8.89

3.95 8.10

0.00 0.00

0.00 8.10

8.10 47800AAC4 JDOT 2022-B A3 3.74
02/16/2027
07/12/2022
07/20/2022
94,620.73
100,555.20

0.00 (5,943.50)
94,611.70
167.16
313.43
157.28
303.55

0.00 0.00

0.00 303.55
303.55
532457CK2 ELI LILLY AND CO 4.5
02/09/2029
02/07/2024
02/09/2024
275,000.00
274,818.50

0.00 0.00
274,818.50
3,850.00

0.00 4,881.25
1,031.25

0.00 0.00

0.00 1,031.25
1,031.25
57636QAW4 MASTERCARD INC 4.875
03/09/2028
03/06/2023
03/09/2023
225,000.00
224,781.75

0.00 0.00
224,781.75
2,498.44

0.00 3,412.50
914.06

0.00 0.00

0.00 914.06
914.06
58933YBH7 MERCK & CO INC 4.05
05/17/2028
05/08/2023
05/17/2023
105,000.00
104,914.95

0.00 0.00
104,914.95
165.38

0.00 519.75
354.38

0.00 0.00

0.00 354.38
354.38
61747YET8 MORGAN STANLEY 4.679
07/17/2026
07/18/2022
07/20/2022
205,000.00
205,000.00

0.00 0.00
205,000.00
3,570.34

0.00 4,369.67
799.33

0.00 0.00

0.00 799.33
799.33
61747YFF7 MORGAN STANLEY 5.449
07/20/2029
09/10/2024
09/11/2024
300,000.00
311,868.00

0.00 0.00
311,868.00
5,948.49

0.00 7,310.74
1,362.25

0.00 0.00

0.00 1,362.25
1,362.25
665859AW4 NORTHERN TRUST CORP 4.0
05/10/2027
09/28/2022
09/30/2022
500,000.00
485,540.00

0.00 0.00
485,540.00
1,166.67

0.00 2,833.33
1,666.67

0.00 0.00

0.00 1,666.67
1,666.67
69371RS80 PACCAR FINANCIAL CORP 4.6
01/31/2029
01/24/2024
01/31/2024
475,000.00
474,225.75

0.00 0.00
474,225.75
7,344.03

0.00 9,164.86
1,820.83

0.00 0.00

0.00 1,820.83
1,820.83

CONFIDENTIAL | 22
City of National City | Account | December 31, 2024
Execution Time: 01/23/2025 09:34:43 AM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

INCOME EARNED
Cusip Security Description
Trade Date
Settle Date
Units
Book Value: Begin
Book Value: Acq
Book Value: Disp
Book Value: End
Prior Accrued
Inc. Received
Ending Accrued
Total Interest
Accr. Of Discount
Amort. Of Premium
Net Accret/Amort
Income Earned
Total Income
74340XBL4 PROLOGIS LP 4.375
02/01/2029
10/28/2024
10/29/2024
300,000.00
298,371.00

0.00 0.00
298,371.00
4,375.00

0.00 5,468.75
1,093.75

0.00 0.00

0.00 1,093.75
1,093.75
74340XCG4 PROLOGIS LP 4.875
06/15/2028
06/26/2023
06/28/2023
115,000.00
114,297.35

0.00 0.00
114,297.35
2,585.10
2,803.13
249.17
467.19

0.00 0.00

0.00 467.19
467.19
74456QBX3

PUBLIC SERVICE ELECTRIC
AND GAS CO 3.65
09/01/2028
12/18/2023
12/20/2023
450,000.00
433,890.00

0.00 0.00
433,890.00
4,106.25

0.00 5,475.00
1,368.75

0.00 0.00

0.00 1,368.75
1,368.75
756109CF9 REALTY INCOME CORP 4.75
02/15/2029
02/28/2024
02/29/2024
450,000.00
440,946.00

0.00 0.00
440,946.00
6,293.75

0.00 8,075.00
1,781.25

0.00 0.00

0.00 1,781.25
1,781.25
808513BY0 CHARLES SCHWAB CORP 2.45
03/03/2027
03/01/2022
03/03/2022
80,000.00
79,913.60

0.00 0.00
79,913.60
479.11

0.00 642.44
163.33

0.00 0.00

0.00 163.33
163.33
857477BR3 STATE STREET CORP 1.746
02/06/2026
02/02/2022
02/07/2022
125,000.00
125,000.00

0.00 0.00
125,000.00
697.19

0.00 879.06
181.88

0.00 0.00

0.00 181.88
181.88
857477CL5
STATE STREET CORP 4.993
03/18/2027
03/13/2024
03/18/2024
425,000.00
425,000.00

0.00 0.00
425,000.00
4,303.00

0.00 6,071.35
1,768.35

0.00 0.00

0.00 1,768.35
1,768.35
87612EBM7 TARGET CORP 1.95
01/15/2027
01/19/2022
01/24/2022
215,000.00
214,634.50

0.00 0.00
214,634.50
1,583.83

0.00 1,933.21
349.38

0.00 0.00

0.00 349.38
349.38
89114TZG0 TORONTO-DOMINION BANK

1.25 09/10/2026
11/17/2021
11/19/2021
500,000.00
489,720.00

0.00 0.00
489,720.00
1,406.25

0.00 1,927.08
520.83

0.00 0.00

0.00 520.83
520.83

CONFIDENTIAL | 23
City of National City | Account | December 31, 2024
Execution Time: 01/23/2025 09:34:43 AM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

INCOME EARNED
Cusip Security Description
Trade Date
Settle Date
Units
Book Value: Begin
Book Value: Acq
Book Value: Disp
Book Value: End
Prior Accrued
Inc. Received
Ending Accrued
Total Interest
Accr. Of Discount
Amort. Of Premium
Net Accret/Amort
Income Earned
Total Income
89236TLB9 TOYOTA MOTOR CREDIT
CORP 5.25 09/11/2028
09/12/2023
09/13/2023
450,000.00
450,900.00

0.00 0.00
450,900.00
5,250.00

0.00 7,218.75
1,968.75

0.00 0.00

0.00 1,968.75
1,968.75
89239TAD4 TAOT 2024-D A3 4.4
06/15/2029
10/10/2024
10/17/2024
120,000.00
119,993.30

0.00 0.00
119,993.30
234.67
440.00
234.67
440.00

0.00 0.00

0.00 440.00
440.00
91159HJM3 US BANCORP 5.775
06/12/2029
07/31/2024
07/31/2024
450,000.00
462,163.50

0.00 0.00
462,163.50
12,199.69
12,993.75
1,371.56
2,165.63

0.00 0.00

0.00 2,165.63
2,165.63
9128282A7 UNITED STATES TREASURY 1.5
08/15/2026 1,000,000.00
1,019,062.50

0.00 0.00
1,019,062.50
4,402.17

0.00 5,665.76
1,263.59

0.00 0.00

0.00 1,263.59
1,263.59
9128286L9 UNITED STATES TREASURY

2.25 03/31/2026
10/25/2021
10/26/2021
1,000,000.00
1,050,234.38

0.00 0.00
1,050,234.38
3,832.42

0.00 5,748.63
1,916.21

0.00 0.00

0.00 1,916.21
1,916.21
912828P46 UNITED STATES TREASURY

1.625 02/15/2026 1,300,000.00
1,303,801.76

0.00 0.00
1,303,801.76
6,199.73

0.00 7,979.28
1,779.55

0.00 0.00

0.00 1,779.55
1,779.55
912828R36 UNITED STATES TREASURY

1.625 05/15/2026
10/25/2021
10/26/2021
1,000,000.00
1,022,500.00

0.00 0.00
1,022,500.00
718.23

0.00 2,109.81
1,391.57

0.00 0.00

0.00 1,391.57
1,391.57
912828V98 UNITED STATES TREASURY

2.25 02/15/2027
03/29/2022
03/30/2022
360,000.00
355,387.50

0.00 0.00
355,387.50
2,377.17

0.00 3,059.51
682.34

0.00 0.00

0.00 682.34
682.34
91282CAT8 UNITED STATES TREASURY

0.25 10/31/2025
11/29/2021
11/30/2021

0.00 435,832.03

0.00 (435,832.03)

0.00 96.34
124.31

0.00 27.97

0.00 0.00

0.00 27.97

27.97

CONFIDENTIAL | 24
City of National City | Account | December 31, 2024
Execution Time: 01/23/2025 09:34:43 AM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

INCOME EARNED
Cusip Security Description
Trade Date
Settle Date
Units
Book Value: Begin
Book Value: Acq
Book Value: Disp
Book Value: End
Prior Accrued
Inc. Received
Ending Accrued
Total Interest
Accr. Of Discount
Amort. Of Premium
Net Accret/Amort
Income Earned
Total Income
91282CAZ4 UNITED STATES TREASURY

0.375 11/30/2025 0.00
780,535.15

0.00 (780,535.15)

0.00 8.24
1,706.05

0.00 1,697.81

0.00 0.00

0.00 1,697.81
1,697.81
91282CDG3 UNITED STATES TREASURY

1.125 10/31/2026
11/18/2021
11/19/2021
1,000,000.00
995,507.81

0.00 0.00
995,507.81
963.40

0.00 1,926.80
963.40

0.00 0.00

0.00 963.40
963.40
91282CDK4 UNITED STATES TREASURY

1.25 11/30/2026
12/22/2021
12/23/2021
1,000,000.00
1,001,601.56

0.00 0.00
1,001,601.56

34.34 6,250.00
1,098.90
7,314.56

0.00 0.00

0.00 7,314.56
7,314.56
91282CEF4 UNITED STATES TREASURY 2.5
03/31/2027
05/25/2022
05/26/2022
690,000.00
682,722.66

0.00 0.00
682,722.66
2,938.19

0.00 4,407.28
1,469.09

0.00 0.00

0.00 1,469.09
1,469.09
91282CET4 UNITED STATES TREASURY

2.625 05/31/2027
06/21/2022
06/22/2022
850,000.00
820,847.66

0.00 0.00
820,847.66

61.30 11,156.25
1,961.54
13,056.49

0.00 0.00

0.00 13,056.49
13,056.49
91282CEV9 UNITED STATES TREASURY

3.25 06/30/2029
07/29/2024
07/30/2024
600,000.00
577,406.25

0.00 0.00
577,406.25
8,160.33
9,750.00

53.87 1,643.54

0.00 0.00

0.00 1,643.54
1,643.54
91282CFB2 UNITED STATES TREASURY

2.75 07/31/2027
08/30/2022
08/31/2022
325,000.00
317,001.95

0.00 0.00
317,001.95
2,987.26

0.00 3,740.15
752.89

0.00 0.00

0.00 752.89
752.89
91282CFH9 UNITED STATES TREASURY

3.125 08/31/2027
10/05/2022
10/06/2022
125,000.00
120,214.84

0.00 0.00
120,214.84
992.75

0.00 1,327.26
334.51

0.00 0.00

0.00 334.51
334.51
91282CFJ5 UNITED STATES TREASURY

3.125 08/31/2029
09/10/2024
09/11/2024
450,000.00
443,021.48

0.00 0.00
443,021.48
3,573.90

0.00 4,778.14
1,204.25

0.00 0.00

0.00 1,204.25
1,204.25

CONFIDENTIAL | 25
City of National City | Account | December 31, 2024
Execution Time: 01/23/2025 09:34:43 AM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

INCOME EARNED
Cusip Security Description
Trade Date
Settle Date
Units
Book Value: Begin
Book Value: Acq
Book Value: Disp
Book Value: End
Prior Accrued
Inc. Received
Ending Accrued
Total Interest
Accr. Of Discount
Amort. Of Premium
Net Accret/Amort
Income Earned
Total Income
91282CFM8 UNITED STATES TREASURY

4.125 09/30/2027 1,025,000.00
1,035,717.78

0.00 0.00
1,035,717.78
7,201.75

0.00 10,802.63
3,600.88

0.00 0.00

0.00 3,600.88
3,600.88
91282CFZ9 UNITED STATES TREASURY

3.875 11/30/2027
12/28/2022
12/29/2022
760,000.00
756,971.88

0.00 0.00
756,971.88

80.91 14,725.00
2,589.01
17,233.10

0.00 0.00

0.00 17,233.10
17,233.10
91282CGC9 UNITED STATES TREASURY

3.875 12/31/2027
01/24/2023
01/25/2023
1,000,000.00
1,012,890.63

0.00 0.00
1,012,890.63
16,216.03
19,375.00
107.04
3,266.01

0.00 0.00

0.00 3,266.01
3,266.01
91282CGT2 UNITED STATES TREASURY

3.625 03/31/2028
05/25/2023
05/26/2023
425,000.00
420,185.55

0.00 0.00
420,185.55
2,624.14

0.00 3,936.21
1,312.07

0.00 0.00

0.00 1,312.07
1,312.07
91282CHA2 UNITED STATES TREASURY 3.5
04/30/2028 800,000.00
777,078.13

0.00 0.00
777,078.13
2,397.79

0.00 4,795.58
2,397.79

0.00 0.00

0.00 2,397.79
2,397.79
91282CJW2 UNITED STATES TREASURY 4.0
01/31/2029
02/26/2024
02/27/2024
700,000.00
690,292.97

0.00 0.00
690,292.97
9,358.70

0.00 11,717.39
2,358.70

0.00 0.00

0.00 2,358.70
2,358.70
91282CKG5 UNITED STATES TREASURY

4.125 03/31/2029 700,000.00
683,417.97

0.00 0.00
683,417.97
4,918.27

0.00 7,377.40
2,459.13

0.00 0.00

0.00 2,459.13
2,459.13
91282CKP5 UNITED STATES TREASURY

4.625 04/30/2029
05/28/2024
05/29/2024
700,000.00
701,394.53

0.00 0.00
701,394.53
2,772.44

0.00 5,544.89
2,772.44

0.00 0.00

0.00 2,772.44
2,772.44
91282CKT7 UNITED STATES TREASURY 4.5
05/31/2029 750,000.00
757,001.96

0.00 0.00
757,001.96

92.72 16,875.00
2,967.03
19,749.31

0.00 0.00

0.00 19,749.31
19,749.31

CONFIDENTIAL | 26
City of National City | Account | December 31, 2024
Execution Time: 01/23/2025 09:34:43 AM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

INCOME EARNED
Cusip Security Description
Trade Date
Settle Date
Units
Book Value: Begin
Book Value: Acq
Book Value: Disp
Book Value: End
Prior Accrued
Inc. Received
Ending Accrued
Total Interest
Accr. Of Discount
Amort. Of Premium
Net Accret/Amort
Income Earned
Total Income
91282CLC3 UNITED STATES TREASURY 4.0
07/31/2029
08/22/2024
08/23/2024
500,000.00
506,308.59

0.00 0.00
506,308.59
6,684.78

0.00 8,369.57
1,684.78

0.00 0.00

0.00 1,684.78
1,684.78
91282CLN9 UNITED STATES TREASURY 3.5
09/30/2029
12/18/2024
12/19/2024
500,000.00

0.00 483,769.53

0.00 483,769.53

0.00 (3,846.15)
4,471.15
625.00

0.00 0.00

0.00 625.00
625.00
91282CLR0 UNITED STATES TREASURY

4.125 10/31/2029
11/19/2024
11/20/2024
500,000.00
497,558.59

0.00 0.00
497,558.59
1,766.23

0.00 3,532.46
1,766.23

0.00 0.00

0.00 1,766.23
1,766.23
91282CMA6 UNITED STATES TREASURY

4.125 11/30/2029
12/09/2024
12/10/2024
500,000.00

0.00 501,250.00

0.00 501,250.00

0.00 (566.62)
1,813.19
1,246.57

0.00 0.00

0.00 1,246.57
1,246.57
91282CMD0 UNITED STATES TREASURY

4.375 12/31/2029
12/30/2024
12/31/2024
500,000.00

0.00 499,785.16

0.00 499,785.16

0.00 0.00

60.43 60.43

0.00 0.00

0.00 60.43

60.43 91324PEC2 UNITEDHEALTH GROUP INC

1.15 05/15/2026
11/24/2021
11/29/2021
500,000.00
490,095.00

0.00 0.00
490,095.00
255.56

0.00 734.72
479.17

0.00 0.00

0.00 479.17
479.17
931142ER0 WALMART INC 1.05
09/17/2026
09/08/2021
09/17/2021
80,000.00
79,848.80

0.00 0.00
79,848.80
172.67

0.00 242.67

70.00 0.00

0.00 0.00

70.00 70.00
931142EX7 WALMART INC 3.95
09/09/2027
10/05/2022
10/07/2022
350,000.00
341,393.50

0.00 0.00
341,393.50
3,149.03

0.00 4,301.11
1,152.08

0.00 0.00

0.00 1,152.08
1,152.08
Total Fixed Income 38,825,974.70
38,399,201.74
1,484,804.69
(1,245,042.67)
38,638,963.77
270,327.99
140,891.04
285,720.74
156,283.79

0.00 0.00

0.00 156,283.79 156,283.79

CONFIDENTIAL | 27
City of National City | Account | December 31, 2024
Execution Time: 01/23/2025 09:34:43 AM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

INCOME EARNED
Cusip Security Description
Trade Date
Settle Date
Units
Book Value: Begin
Book Value: Acq
Book Value: Disp
Book Value: End
Prior Accrued
Inc. Received
Ending Accrued
Total Interest
Accr. Of Discount
Amort. Of Premium
Net Accret/Amort
Income Earned
Total Income
TOTAL PORTFOLIO 38,907,146.56
38,639,106.21
1,629,911.80
(1,498,461.01)
38,720,135.63
270,327.99
141,469.74
285,720.74
156,862.49

0.00 0.00

0.00 156,862.49 156,862.49

Dec
2024

SUMMARY PORTFOLIO STATISTICS
County of San Diego Pooled Money Fund
As of December 31, 2024
3 Notes
Yield to maturity (YTM) is the estimated rate of return on a bond given its purchase price, assuming all coupon payments are made on a timely basis and reinvested at this same rate of return to the maturity date. Weighted Days to Maturity is average time it takes for securities in a portfolio to mature, weighted in proportion to the dollar amount that is invested in the portfolio. Yields for the portfolio are aggregated based on the book value of each security.

Monthly Investment Returns are reported gross of fees. Administration fees since fiscal year 17-18 have averaged approximately 7 basis points per annum. **All Investments held during the month of December 2024 were in compliance with the Investment Policy dated January 1, 2023. The County Treasurer believes the Treasury Investment Pool contains sufficient cash flow from liquid and maturing securities, bank deposits, and incoming cash to meet the next six months of expected expenditures.

While Safety, Liquidity, and Yield remain the Fund’s primary investment objectives, all else being equal and acting under statutory investment limitations, the County Treasurer affirms his/her commitment to the consideration of ESG criteria in evaluating securities. Sustainalytics, a Morningstar Company, provides high-quality, analytical environmental, social and governance (ESG) research, ratings and data to institutional investors and companies. Using Sustainalytics scoring, which is available on Bloomberg, the Pool had a weighted average MTN/CP/CD score of 20.13 as of 12/31/24, placing it in the “Medium Risk” category. Sustainalytics’ ratings categories are: negligible (0-9.99), low (10-19.99), medium (20-29.99), high (30-39.99) and severe (40+).

Investment Type Par Value Book Value Market Value % of Portfolio Market Price Days To
Maturity YTM Accrued
Interest
Unrealized
Gain/Loss
ABS 952,386,401 952,300,515 956,163,043 5.78% 100.40 1113 4.62% 1,876,118 3,862,528 Agency 4,392,563,000 4,370,722,695 4,300,914,386 25.99% 97.91 464 2.97% 13,836,843 (69,808,308) AP/AR - - 0.00% 0.00 0 0.00% - - Bank Deposit 214,720,498 214,720,498 214,720,498 1.30% 100.00 0 3.94% - - Commercial Paper 2,415,000,000 2,368,942,214 2,368,981,755 14.32% 98.09 157 4.57% - 39,541 Corporate 255,145,000 253,944,525 253,816,762 1.53% 99.48 168 3.11% 2,286,478 (127,763) Local Gov Investment Pool 253,815,969 253,815,969 253,815,969 1.53% 100.00 0 4.65% - - Money Market Fund FI 442,500,000 442,500,000 442,500,000 2.67% 100.00 0 4.41% - - Municipal Bonds 556,905,000 557,732,801 553,699,426 3.35% 99.42 704 3.20% 4,382,789 (4,033,376) Negotiable CD 3,485,000,000 3,485,000,000 3,485,540,500 21.06% 100.02 135 4.72% 52,387,954 540,500 Supranationals 1,933,274,000 1,916,073,414 1,899,835,912 11.48% 98.27 964 3.63% 17,530,748 (16,237,502) US Treasury 1,860,000,000 1,848,014,014 1,817,699,904 10.98% 97.73 412 2.34% 7,251,093 (30,314,110) Total for December 2024 16,761,309,868 16,663,766,644 16,547,688,155 100% 98.73 416 3.75% 99,552,022 (116,078,489) Total for November 2024 14,447,758,178 14,373,562,603 14,263,478,682 100% 98.72 464 3.70% 98,107,458 (110,083,921) Change from Prior Month 2,313,551,690 2,290,204,041 2,284,209,473 0.00 (47) 0.05% 1,444,565 (5,994,568) Portfolio Effective Duration 0.96
Return Information Monthly Return Annualized Fiscal Year To Date Return Annualized Calendar YTD
Return Annualized
Book Value 0.31% 3.83% 1.82% 3.67% 3.75% 3.75%

PARTICIPANT CASH BALANCES
County of San Diego Pooled Money Fund
As of December 31, 2024
($000)
4 * Footnote: The Oracle ending balances for these pool participants are under $500. Due to rounding, the FMV will show as zero even though there is an Oracle balance.

FMV FMV FMV % of
PARTICIPANT 10/31/24 11/30/24 12/31/24 Total
Lakeside FPD 1,705 3,049 3,926 0.02%
Leucadia Wastewater District 0 0 0 0.00%
Lower Sweetwater FPD 477 505 661 0.00%
Metropolitan Transit System 321,098 346,812 350,956 2.12% Mission Resource Conservation District 40 44 59 0.00%
North County Transit District 42,941 42,984 43,614 0.26% North County Cemetery District 11,268 10,973 11,223 0.07% North County Dispatch 7,754 7,510 7,016 0.04%
North County FPD 4,393 4,377 3,440 0.02%
Otay Water District 9,053 9,062 9,194 0.06%
Palomar Health 0 0 0 0.00%
Pomerado Cemetery District 2,080 2,210 2,396 0.01%
Public Agencies Self-Insurance System 0 0 0 0.00%
Ramona Cemetery District 1,716 1,733 1,837 0.01%
Rancho Santa Fe FPD 8,330 8,080 12,265 0.07%
Resource Conservation District of Greater SD* 0 0 0 0.00% Rincon del Diablo Municipal Water District 2,977 2,980 3,030 0.02% SANDAG 14,868 14,382 10,798 0.07%
SD County Regional Airport Authority 135,249 137,207 133,829 0.81% San Diego Housing Commission 8,384 8,392 8,515 0.05%
San Diego Geographic Information Source 705 974 930 0.01% San Diego Law Library 7,830 7,961 8,202 0.05%
San Diego Local Agency Formation Comm 3,136 2,958 2,786 0.02% San Diego Regional Training Center 1,529 1,438 1,570 0.01% San Dieguito River Park 1,783 1,788 1,640 0.01%
San Marcos FPD 1 1 1 0.00%
San Miguel Consolidated FPD 11,440 13,152 25,239 0.15%
Santa Fe Irrigation District 84 84 100 0.00%
Upper San Luis Rey Resource Conserv Dist 27 28 31 0.00% Vallecitos Water District 966 967 999 0.01%
Valley Center FPD 1,489 1,263 1,714 0.01%
Valley Center Cemetery District 471 476 498 0.00%
Valley Center Water District 2,641 2,643 2,682 0.02%
Vista FPD 1,851 2,176 3,210 0.02%
Whispering Palms Community Services District* 0 0 0 0.00% Total Voluntary Participants 825,727 852,644 865,451 5.23% Pooled Money Fund Total $ 13,875,948 $ 14,263,479 $ 16,547,688 100.00% FMV FMV FMV % of
PARTICIPANT 10/31/24 11/30/24 12/31/24 Total
COUNTY 2,235,757 2,607,630 3,345,490 20.22%
COUNTY - SPECIAL TRUST FUNDS 1,893,478 1,984,123 2,609,528 15.77% NON-COUNTY INVESTMENT FUNDS 123,630 136,499 124,358 0.75% SCHOOLS - (K THRU 12) 7,761,428 7,671,690 8,460,734 51.13%

COMMUNITY COLLEGES
Grossmont-Cuyamaca 182,359 182,960 197,616 1.19%
MiraCosta 207,113 198,539 230,275 1.39%
Palomar 240,107 232,617 267,784 1.62%
San Diego 232,474 214,389 262,284 1.60%
Southwestern 173,874 182,388 184,167 1.11%
Total Community Colleges 1,035,927 1,010,893 1,142,126 6.90% FIRST 5 COMMISSION 24,678 22,144 23,056 0.14%
SDCERA 8,621 8,509 1,205 0.01%
CITIES
Chula Vista 5,945 5,951 6,039 0.04%
Coronado 9,149 7,664 7,823 0.05%
Del Mar 2,975 2,978 3,022 0.02%
Encinitas 1,308 1,310 1,329 0.01%
National City 39,030 39,070 39,643 0.24%
Oceanside* 0 0 0 0.00%
Solana Beach* 0 0 0 0.00%
Vista 89 90 91 0.00%

INDEPENDENT AGENCIES
Air Pollution Control District 104,502 104,605 105,347 0.64% Alpine FPD 571 654 511 0.00%
Bonita-Sunnyside FPD 1,719 2,074 2,592 0.02%
Borrego Springs FPD 15 15 15 0.00%
Canebrake County Water District 0 0 0 0.00%
Deer Springs FPD 20,752 21,316 22,394 0.14%
Grossmont Healthcare District 2 2 2 0.00%
Julian-Cuyamaca FPD 0 0 0 0.00%
Lake Cuyamaca Rec & Park District 80 50 21 0.00%

Local Agency Investment Fund
P.O. Box 942809
Sacramento, CA 94209-0001
(916) 653-3001
January 09, 2025
LAIF Home
PMIA Average Monthly
Yields

CITY OF NATIONAL CITY

FINANCE DIRECTOR
1243 NATIONAL CITY BLVD
NATIONAL CITY , CA 91950-4397
Tran Type Definitions

0.00 Beginning Balance: 35,826,460.49
Account Number:

December 2024 Statement
Account Summary
Total Deposit:

Total Withdrawal:

0.00 Ending Balance: 35,826,460.49

MALIA M. COHEN
California State Controller

LOCAL AGENCY INVESTMENT FUND

REMITTANCE ADVICE
Agency Name NATIONAL CITY
Account Number
As of 01/15/2025, your Local Agency Investment Fund account has been directly credited with the interest earned on your deposits for the quarter ending 12/31/2024.

Earnings Ratio .00012664187216722
Interest Rate 4.62%
Dollar Day Total $ 3,391,171,507.12
Quarter End Principal Balance $ 35,826,460.49
Quarterly Interest Earned $ 429,464.31

Local Agency Investment Fund
P.O. Box 942809
Sacramento, CA 94209-0001
(916) 653-3001
December 02, 2024
LAIF Home
PMIA Average Monthly
Yields

CITY OF NATIONAL CITY

FINANCE DIRECTOR
1243 NATIONAL CITY BLVD
NATIONAL CITY , CA 91950-4397
Tran Type Definitions

0.00 Beginning Balance: 35,826,460.49
Account Number:

November 2024 Statement
Account Summary
Total Deposit:

Total Withdrawal:

0.00 Ending Balance: 35,826,460.49

Local Agency Investment Fund
P.O. Box 942809
Sacramento, CA 94209-0001
(916) 653-3001
December 02, 2024
LAIF Home
PMIA Average Monthly
Yields

CITY OF NATIONAL CITY

FINANCE DIRECTOR
1243 NATIONAL CITY BLVD
NATIONAL CITY , CA 91950-4397
Account Number:

October 2024 Statement
Tran Type Definitions
Effective
Date
Transaction
Date
Tran
Type Confirm
Number
Web
Confirm
Number Authorized Caller Amount
10/15/2024 10/14/2024 QRD 1762358 N/A SYSTEM 490,204.14 10/18/2024 10/17/2024 RW 1762703 N/A RACHELLE BARRERA -6,000,000.00 Account Summary
Total Deposit: 490,204.14 Beginning Balance: 41,336,256.35 Total Withdrawal: -6,000,000.00 Ending Balance: 35,826,460.49

Carrying Cost Plus
Description Accrued Interest Purch. Amortized Cost Fair Value Accrued Interest United States Treasury:

Bills 37,200,362,729.27 $ 37,578,467,975.08 $ 37,598,038,116.50 $ NA Notes 49,665,562,393.13 $ 49,643,342,570.29 $ 49,613,793,037.00 $ 456,248,631.50 $ Federal Agency:

SBA 222,988,043.71 $ 222,988,043.71 $ 224,917,838.54 $ 986,692.09 $ MBS-REMICs 1,239,158.24 $ 1,239,158.24 $ 1,224,593.17 $ 5,405.72 $ Debentures 7,776,611,325.51 $ 7,776,123,304.68 $ 7,750,461,150.00 $ 83,135,528.50 $ Debentures FR -$ -$ -$ -$
Debentures CL 2,550,000,000.00 $ 2,550,000,000.00 $ 2,548,389,000.00 $ 21,607,623.50 $ Discount Notes 25,790,437,970.76 $ 26,046,333,391.63 $ 26,049,911,000.00 $ NA Supranational Debentures 2,896,697,399.81 $ 2,896,274,656.75 $ 2,873,776,000.00 $ 30,191,592.50 $ Supranational Debentures FR -$ -$ -$ -$
CDs and YCDs FR -$ -$ -$ -$
Bank Notes -$ -$ -$
CDs and YCDs 13,150,000,000.00 $ 13,150,000,000.00 $ 13,151,991,371.89 $ 189,510,569.41 $ Commercial Paper 9,942,308,583.28 $ 10,047,868,071.48 $ 10,051,627,805.51 $ NA Corporate:

Bonds FR -$ -$ -$ -$
Bonds 898,812,556.16 $ 898,667,140.88 $ 888,168,435.00 $ 8,541,998.72 $ Repurchase Agreements -$ -$ -$ -$
Reverse Repurchase -$ -$ -$ -$
Time Deposits 5,088,500,000.00 $ 5,088,500,000.00 $ 5,088,500,000.00 $ NA PMIA & GF Loans 194,249,000.00 $ 194,249,000.00 $ 194,249,000.00 $ NA TOTAL 155,377,769,159.87 $ 156,094,053,312.74 $ 156,035,047,347.61 $ 790,228,041.94 $ Fair Value Including Accrued Interest 156,825,275,389.55 $ Repurchase Agreements, Time Deposits, PMIA & General Fund loans, and Reverse Repurchase agreements are carried at portfolio book value (carrying cost).

The value of each participating dollar equals the fair value divided by the amortized cost (0.999621985).

As an example: if an agency has an account balance of $20,000,000.00, then the agency would report its participation in the LAIF valued at $19,992,439.69 or $20,000,000.00 x 0.999621985.

State of California
Pooled Money Investment Account
Market Valuation
12/31/2024

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