Agenda packet — Placentia City Council, September 20, 2022 (part 3 of 3)

2 shall be binding unless executed in writing by both Parties hereto, or their respective successors, assigns, or grantees.

4. Each of the undersigned represents and warrants that he or she is duly authorized to execute and deliver this Amendment No. 2 and that such execution is binding upon the entity for which he or she is executing this document.

IN WITNESS WHEREOF, the Parties have caused Amendment No. 2 to the Professional Services Agreement are to be executed as of the day and year first above written.

CONSULTANT
By:
illt. NAV
Ile -Finis Grubb, Consultant

CITY OF PLACENTIA
By:

D
ATTEST:

By:

Arrula, inistrator
Robert S. McKinnell, City Clerk
APPROVED AS TO FO: u
P, f

Page 2 of 2 ends

stian L. Bettenhausen, City Attorney
ATTACHMENT 1

AMENDMENT NO. 1 TO

PROFESSIONAL SERVICES AGREEMENT
WITH

DENNIS GRUBB AND ASSOCIATES, LLC
This Amendment No. 1 ("Amendment") to Professional Services Agreement is made and entered into effective the 1St day of March, 2022, by and between the CITY OF PLACENTIA, a Charter City and Municipal Corporation ("CITY"), and Dennis Grubb and Associaties, LLC, a California corporation (hereinafter "CONSULTANT"). CITY and CONSULTANT are sometimes hereinafter individually referred to as "Party" and or collectively referred to as the "Parties." A. Recitals.
(i). CITY and CONSULTANT entered into a Professional Services Agreement ("Agreement") effective October 26, 2021 through which CONSULTANT has been providing professional services as more fully explained in the Scope of Services attached to the Agreement as Exhibit "A."
(ii). Due to a large backlog of work to be completed, the Parties now seek to amend the Agreement to increase CONSULTANT'S compensation from $24,500.00 to $50,000.00. (iii). All legal prerequisites to the making of this Amendment have occurred.

NOW, THEREFORE, in consideration of the mutual covenants and conditions set forth herein, the Parties agree as follows:

B. Amendment to Agreement.

1. Paragraph 2.1 of the Agreement is hereby amended to read as follows:

Consultant shall be paid in accordance with the fee schedule set forth in Exhibit "A".

Consultant's total compensation shall not exceed Fifty Thousand Dollars ($50,000.00).

2. Except as specifically modified herein, all of the terms, conditions and provisions of the Agreement shall remain in full force and effect.

3. The Agreement, all amendments together with this Amendment No. 1 and all Exhibits attached thereto, constitutes the entire Agreement between the Parties and supersedes all prior negotiations, arrangements, representations, and understandings, if any, made by or between the Parties with respect to the subject matter hereof. No amendment or other modification of the Agreement, as modified by this Amendment No. 1 shall be binding unless executed in writing by both Parties hereto, or their respective successors, assigns, or grantees.

4. Each of the undersigned represents and warrants that he or she is duly authorized to execute and deliver this Amendment No. 1 and that such execution is binding upon the entity for which he or she is executing this document.

Page 1 of 2 ends

ATTACHMENT 1

IN WITNESS WHEREOF, the Parties have caused Amendment No. 1 to the Professional Services Agreement are to be executed as of the day and year first above written.

CONSULTANT
By:

Dennis Grubb, Consultant

CITY OF PLACENTIA
By:

D
ATTEST
By:
f..r.LAd
Ro ert S. McKinnell, City Clerk/

APPROVED AS T
By
ristian L. Bettenhausen, ity Attorney

Page 2 of 2 ends

ATTACHMENT 1

AC R
03/08/2022
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS

CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.

IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.

If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).

CERTIFICATE OF LIABILITY INSURANCE

DATE (MMIDD/YYYY)

PRODUCER

WILLHITE INSURANCE AGENCY, INC
6117 BROCKTON AVENUE, STE 206
RIVERSIDE, CA 92506

INSURED

DENNIS GRUBB AND ASSOCIATES
6560 VAN BUREN BLVD. STE. B
RIVERSIDE, CA 92503

CONTACT JOHN WILLHITE
NAME:

PHONE 951-682-8297
!Alli. No. Ext):

E-MAILO£SS: [email protected]
INSURER A :

INSURER B :

INSURER C :

INSURER D :

INSURER E :

I INSURER F :

FAx , Nal. 951-682-7297
i,�-�G

INSURER(S) AFFORDING COVERAGE

THE HARTFORD INSURANCE COMPANY

SEQUOIA INSURANCE COMPANY

UNDERWRITERS AT LLOYDS
NAIC #
29424
22985
32727
COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:

INSR ADDL SUBR POLICY EFF P•LICYEXP
LTR TYPE OF INSURANCE ,h122_281) POLICY NUMBER (MMJDDIYYYY) (MMIDDmYY) LIMITS A X COMMERCIAL GENERAL LIABILITY y y 83SBANX2247 01/13/2022 01/13/2023 EACH9CCURRENCE UAMA(,'t I U KEN IEU

CLAIMS -MADE I X I OCCUR
GGEEN'L AGGREGATE LIMIT APPLIES PER:

POLICY JET LOC
OTHER:

AUTOMOBILE LIABILITY

ANY AUTO
OWNED

AUTOS ONLY
HIRED
, ^ AUTOS ONLY

UMBRELLA LIAB

SCHEDULED
AUTOS

NON -OWNED

AUTOS ONLY

EXCESS LIAB
DED RETENTION $

B WORKERS COMPENSATION

AND EMPLOYERS' LIABILITY

ANYPROPRIETOR/PARTN ER/EXECUTIVE
OFFICER/MEMBEREXCLUDED?
(Mandatory In NH)
If yes, describe under
DESCRIPTION OF OPERATIONS below
OCCUR

CLAIMS -MADE
Y/N
NIA
Y QWC1204923 04/01/2022 04/01/2023
PREMISES (Ea nrri mance)
MED EXP (Any one person)

PERSONAL & ADV INJURY

GENERAL AGGREGATE

PRODUCTS - COMP/OP AGG

COMBINED SINGLE LIMIT
(Ea accident)
BODILY INJURY (Per person)
BODILY INJURY (Per accident)

PROPERTY DAMAGE
(Per accident)

EACH OCCURRENCE

AGGREGATE

X I PER OTH-

STATUTE IER

E L EACH ACCIDENT

E L DISEASE - EA EMPLOYEE
E.L. DISEASE - POLICY LIMIT
2,000,000
1,000,000
10,000
1,000,000
4,000,000
2,000,000
$ 1,000,000
$ 1,000,000
$ 1,000,000
C PROFESSIONAL LIABILITY PSK0139434375 03/17/2022 03/17/2023 OCCURRENCE 1,000,000 AGGREGATE 1,000,000
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)

THE CITY OF PLACENTIA AND ITS ELECTED AND APPOINTED BOARDS, OFFICERS, OFFICIALS, AGENTS, EMPLOYEES AND VOLUNTEERS ARE ADDITIONAL INSUREDS WITH RESPECTS TO: LIABILITY ARISING OUT OF ACTIVITES PERFORMED BY OR ON BEHALF OF THE CONSULTANT PURSUANT TO ITS CONTRACT WITH THE CITY; PRODUCTS AND COMPLETED OPERATIONS OF THE CONSULTANT; PREMISES OWNED, OCCUPIED OR USED BY THE CONSULTANT; AUTOMOBILES OWNED, LEASED, HIRED, OR BORROWED BY THE CONSULTANT.

CERTIFICATE HOLDER

CITY OF PLACENTIA
401 E. CHAPMAN AVE
PLACENTIA, CA 92870

CANCELLATION

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE

THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.

AUTHORIZED REPRESENTATIVE

JOHN WILLHITE
© 1988-2015 ACORD CORPORATION. All rights reserved.

ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD

IMPORTANT
If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).

DISCLAIMER
This Certificate of Insurance does not constitute a contract between the issuing insurer(s), authorized representative or producer, and the certificate holder, nor does it affirmatively or negatively amend, extend or alter the coverage afforded by the policies listed thereon.

ACORD 25 (2009/01)

WORKERS COMPENSATION AND EMPLOYERS LIABILITY INSURANCE POLICY WC 04 03 06
(Ed. 04-84)

WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT - CALIFORNIA We have the right to recover our payments from anyone liable for an Injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) You must maintain payroll records accurately segregating the remuneration of your employees while engaged in the work described In the Schedule.

The additional premium for this endorsement shall be 2% of the California workers' compensation premium otherwise due an such remuneration.

Schedule
Person or Organization Job Description
Any person or organization as required by written contract.

This endorsement changes the policy to which it is attached and is effective on the date issued unless otherwise stated. (The information below is required only when this endorsement is issued subsequent to preparation of the policy.) Endorsement Effective 4/1/2022 Policy No. QWC1204923
Insured DENNIS GRUBB AND ASSOCIATES LLC
Insurance Company Sequoia Insurance Company
Countersigned by
WC 04 03 06
(Ed. 04-84)
dorsement No. 0
Premium $ 500

CITY OF PLACENTIA

PROFESSIONAL SERVICES AGREEMENT
WITH

DENNIS GRUBB AND ASSOCIATES, LLC
THIS AGREEMENT is made and entered into this 26th day of October, 2021 (Effective Date"), by and between the CITY OF PLACENTIA, a municipal corporation ("City"), and Dennis Grubb and Associates, LLC, a California corporation ("Consultant").

WITNESSETH:

A. WHEREAS, City proposes to utilize the services of Consultant as an independent contractor to provide fire plan check, inspection, and prevention services related to fire and life safety, as more fully described herein; and
B. WHEREAS, Consultant represents that it has that degree of specialized expertise contemplated within California Government Code Section 37103, and holds all necessary licenses to practice and perform the services herein contemplated; and C. WHEREAS, City and Consultant desire to contract for the specific services described in Exhibit "A" (the "Project") and desire to set forth their rights, duties and liabilities in connection with the services to be performed; and
D. WHEREAS, no official or employee of City has a financial interest, within the provisions of Sections 1090-1092 of the California Government Code, in the subject matter of this Agreement.

NOW, THEREFORE, for and in consideration of the mutual covenants and conditions contained herein, the parties hereby agree as follows:

1.0. SERVICES PROVIDED BY CONSULTANT

1.1. Scope of Services. Consultant shall provide the professional services described in the Consultant's Proposal ("Proposal"), attached hereto as Exhibit "A" and incorporated herein by this reference.

1.2. Professional Practices. All professional services to be provided by Consultant pursuant to this Agreement shall be provided by personnel experienced in their respective fields and in a manner consistent with the standards of care, diligence and skill ordinarily exercised by professional consultants in similar fields and circumstances in accordance with sound professional practices. Consultant also warrants that it is familiar with all laws that may affect its performance of this Agreement and shall advise City of any changes in any laws that may affect Consultant's performance of this Agreement. Consultant shall keep itself informed of State and Federal laws and regulations which in any manner affect those employed by it or in any way affect the performance of its service pursuant to this Agreement. The Consultant shall at all times observe and comply with all such laws and regulations. Officers and employees shall not be liable at law or in equity occasioned by failure of the Consultant to comply with this section.

ATTACHMENT 2

(a) Meet with Consultant to review the quality of the work and resolve the matters of concern;
(b) Require Consultant to repeat the work at no additional fee until it is satisfactory; and/or
(c) Terminate the Agreement as hereinafter set forth.

1.4. Warranty. Consultant warrants that it shall perform the services required by this Agreement in compliance with all applicable Federal and California employment laws, including, but not limited to, those laws related to minimum hours and wages; occupational health and safety; fair employment and employment practices; workers' compensation insurance and safety in employment; and all other Federal, State and local laws and ordinances applicable to the services required under this Agreement. Consultant shall indemnify and hold harmless City from and against all claims, demands, payments, suits, actions, proceedings, and judgments of every nature and description including attorneys' fees and costs, presented, brought, or recovered against City for, or on account of any liability under any of the above-mentioned laws, which may be incurred by reason of Consultant's performance under this Agreement.

1.5. Non-discrimination. In performing this Agreement, Consultant shall not engage in, nor permit its agents to engage in, discrimination in employment of persons because of their race, religion, color, national origin, ancestry, age, physical handicap, medical condition, marital status, sexual gender or sexual orientation, except as permitted pursuant to Section 12940 of the Government Code. Such actions shall include, but not be limited to the following:
employment, upgrading, demotion or transfer, recruitment or recruitment advertising, layoff or termination, rates of pay or other forms of compensation and selection for training, including apprenticeship. Consultant agrees to post in conspicuous places, available to employees and applicants for employment, a notice setting forth provisions of this non-discrimination clause.

Consultant shall, in all solicitations and advertisements for employees placed by, or on behalf of Consultant shall state that all qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, marital status, national origin, or mental or physical disability. Consultant shall cause the paragraphs contained in this Section to be inserted in all subcontracts for any work covered by the Agreement, provided that the foregoing provisions shall not apply to subcontracts for standard commercial supplies or raw materials.

1.6. Non -Exclusive Agreement. Consultant acknowledges that City may enter into agreements with other consultants for services similar to the services that are subject to this Agreement or may have its own employees perform services similar to those services contemplated by this Agreement.

1.7. Delegation and Assignment. This is a personal service contract, and the duties set forth herein shall not be delegated or assigned to any person or entity without the prior written consent of City. Consultant may engage a subcontractor(s) as permitted by law and may employ other personnel to perform services contemplated by this Agreement at Consultant's sole cost and expense. All insurance requirements contained in this Agreement are independantly applicable to any and all subcontractors that Consultant may engage during the term of this Agreement.
2 Dennis Grubb and Associates, LLC
Rev. 08/2017
ATTACHMENT 2

1.8. Confidentiality. Employees of Consultant in the course of their duties may have access to financial, accounting, statistical, and personnel data of private individuals and employees of City. Consultant covenants that all data, documents, discussion, or other information developed or received by Consultant or provided for performance of this Agreement are deemed confidential and shall not be disclosed by Consultant without written authorization by City. City shall grant such authorization if disclosure is required by law. All City data shall be returned to City upon the termination of this Agreement. Consultant's covenant under this Section shall survive the termination of this Agreement.

2.0. COMPENSATION AND BILLING

2.1. Compensation. Consultant shall be paid in accordance with the fee schedule set forth in Exhibit "A". Consultant's total compensation shall not exceed Twenty -Four Thousand Five Hundred Dollars ($24,500.00).

2.2. Additional Services. Consultant shall not receive compensation for any services provided outside the scope of services specified in the Consultant's Proposal or which is inconsistent with or in violation of the provisions of this Agreement unless the City or the Project Manager for this Project, prior to Consultant performing the additional services, approves such additional services in writing. It is specifically understood that oral requests and/or approvals of such additional services or additional compensation shall be barred and are unenforceable.

Should the City request in writing additional services that increase the hereinabove described "SCOPE OF SERVICES", an additional fee based upon the Consultant's standard hourly rates shall be paid to the Consultant for such additional services.

2.3. Method of Billina. Consultant may submit invoices to the City for approval on a progress basis, but no more often than two times a month. Said invoice shall be based on the total of all Consultant's services which have been completed to City's sole satisfaction. City shall pay Consultant's invoice within forty-five (45) days from the date City receives said invoice_ Each invoice shall describe in detail, the services performed, the date of performance, and the associated time for completion. Any additional services approved and performed pursuant to this Agreement shall be designated as "Additional Services" and shall identify the number of the authorized change order, where applicable, on all invoices.

2.4. Records and Audits. Records of Consultant's services relating to this Agreement shall be maintained in accordance with generally recognized accounting principles and shall be made available to City or its Project Manager for inspection and/or audit at mutually convenient times for a period of three (3) years from the Effective Date.

3.0. TIME OF PERFORMANCE

3.1. Commencement and Completion of Work. The professional services to be performed pursuant to this Agreement shall commence within five (5) days from the Effective Date of this Agreement. Said services shall be performed in strict compliance with the Project Schedule approved by City as set forth in Exhibit "A."

3.2. Excusable Delays. Neither party shall be responsible for delays or lack of performance resulting from acts beyond the reasonable control of the party or parties. Such acts shall include, but not be limited to, acts of God, fire, strikes, material shortages, compliance with laws or regulations, riots, acts of war, or any other conditions beyond the reasonable control of a party. If a delay beyond the control of the Consultant is encountered, a time extension may be mutually agreed upon in writing by the City and the Consultant. The 3 Dennis Grubb and Associates, LLC
Rev. 08/2017
ATTACHMENT 2

Consultant shall present documentation satisfactory to the City to substantiate any request for a time extension.

4.0. TERM AND TERMINATION

4.1. Term. This Agreement shall commence on the Effective Date and continue for a period of 24 months, ending on October 26, 2023, unless previously terminated as provided herein or as otherwise agreed to in writing by the parties.

4.2. Notice of Termination. The City reserves and has the right and privilege of canceling, suspending or abandoning the execution of jall or any part of the work contemplated by this Agreement, with or without cause, at any time, by providing at least fifteen (15) days prior written notice to Consultant. The termination of this Agreement shall be deemed effective upon receipt of the notice of termination. In the event of such termination, Consultant shall immediately stop rendering services under this Agreement unless directed otherwise by the City. If the City suspends, terminates or abandons a portion of this Agreement such suspension, termination or abandonment shall not make void or invalidate the remainder of this Agreement.

The Consultant reserves and has the right of canceling this Agreement for any reason. The Consultant shall provide a written notification to the City a minimum of 30 calendar days prior to the termination this agreement.

If the Consultant defaults in the performance of any of the terms or conditions of this Agreement, it shall have ten (10) days after service upon it of written notice of such default in which to cure the default by rendering a satisfactory performance. In the event that the Consultant fails to cure its default within such period of time, the City shall have the right, notwithstanding any other provision of this Agreement, to terminate this Agreement without further notice and without prejudice to any other remedy to which it may be entitled at law, in equity or under this Agreement.

The City shall have the right, notwithstanding any other provisions of this Agreement, to terminate this Agreement, at its option and without prejudice to any other remedy to which it may be entitled at law, in equity or under this Agreement, immediately upon service of written notice of termination on the Consultant, if the latter should:
a. Be adjudged a bankrupt;
b. Become insolvent or have a receiver of its assets or property appointed because of insolvency;
c. Make a general assignment for the benefit of creditors; d. Default in the performance of any obligation or payment of any indebtedness under this Agreement;
e. Suffer any judgment against it to remain unsatisfied or unbonded of record for thirty (30) days or longer; or
f. Institute or suffer to be instituted any procedures for reorganization or rearrangement of its affairs.

4.3. Compensation. In the event of termination, City shall pay Consultant for 4 Dennis Grubb and Associates, LLC

ATTAGIKI

reasonable costs incurred and professional services satisfactorily performed up to and including the date of City's written notice of termination within thirty-five (35) days after service of the notice of termination. Compensation for work in progress shall be prorated based on the percentage of work completed as of the effective date of termination in accordance with the fees set forth herein. In ascertaining the professional services actually rendered hereunder up to the effective date of termination of this Agreement, consideration shall be given to both completed work and work in progress, to complete and incomplete drawings, and to other documents pertaining to the services contemplated herein whether delivered to the City or in the possession of the Consultant. City shall not be liable for any claim of lost profits.

4.4. Documents. In the event of termination of this Agreement, all documents prepared by Consultant in its performance of this Agreement including, but not limited to, finished or unfinished design, development and construction documents, data studies, drawings, maps and reports, shall be delivered to the City within ten (10) days of delivery of termination notice to Consultant, at no cost to City. Any use of uncompleted documents without specific written authorization from Consultant shall be at City's sole risk and without liability or legal expense to Consultant.

5.0. INSURANCE

5.1. Minimum Scope and Limits of Insurance. Consultant shall obtain, maintain, and keep in full force and effect during the life of this Agreement all the following minimum scope of insurance coverages with an insurance company admitted to do business in California, rated "A," Class X, or better in the most recent Best's Key Insurance Rating Guide, and approved by City:
(a) Broad -form commercial general liability, in a form at least as broad as ISO from #CG 00 01 04 13, including premises -operations, products/completed operations, broad form property damage, blanket contractual liability, independent contractors, personal injury or bodily injury with a policy limit of not less than One Million Dollars ($1,000,000.00), combined single limits, per occurrence. If such insurance contains a general aggregate limit, it shall apply separately to this Agreement or shall be twice the required occurrence limit. If Consultant maintains higher limits that the specified minimum limits. City reuuires and shall be entitled to coveraoe for the high limits maintained by the Consultant.
(b) Business automobile liability for owned vehicles, hired, and non -owned vehicles, with a policy limit of not less than One Million Dollars ($1,000,000.00), combined single limits, each incident for bodily injury and property damage.
(c) Workers' compensation insurance as required by the State of California and Employers Liability Insurance with a minimum limit of $1,000,000 per accident for any employee or employees of Consultant. Consultant agrees to waive, and to obtain endorsements from its workers' compensation insurer waiving subrogation rights under its workers' compensation insurance policy against the City, its officers, agents, employees, and volunteers for losses arising from work performed by Consultant for the City and to require each of its subcontractors, if any, to do likewise under their workers' compensation insurance policies. 5 Dennis Grubb and Associates, LLC
Rev. 08/2017
ATTACHMENT 2

Before execution of this Agreement by the City, the Consultant shall file with the Public Works Director/City Engineer the following signed certification:

I am aware of, and will comply with, Section 3700 of the Labor Code, requiring every employer to be insured against liability of Workers' Compensation or to undertake self-insurance before commencing any of the work.

The Consultant shall also comply with Section 3800 of the Labor Code by securing, paying for and maintaining in full force and effect for the duration of this Agreement, complete Workers' Compensation Insurance, and shall furnish a Certificate of Insurance to the Public Works Director/City Engineer before execution of this Agreement by the City.

The City, its officers and employees shall not be responsible for any claims in law or equity occasioned by failure of the consultant to comply with this section.
(d) Professional errors and omissions ("E&O") liability insurance with policy limits of not less than One Million Dollars ($1,000,000.00), combined single limits, per occurrence and aggregate. Architects' and engineers' coverage shall be endorsed to include contractual liability. If the policy is written as a "claims made" policy, the retro date shall be prior to the start of the contract work. Consultant shall obtain and maintain, said E&O liability insurance during the life of this Agreement and for three years after completion of the work hereunder.

Neither the CITY nor any of its elected or appointed officials, officers, agents, employees, or volunteers makes any representation that the types of insurance and the limits specified to be carried by Consultant under this Agreement are adequate to protect Consultant.

If Consultant believes that any such insurance coverage is insufficient, Consultant shall provide, at its own expense, such additional insurance as Consultant deems adequate.

5.2. Endorsements. The commercial general liability insurance policy and business automobile liability policy shall contain or be endorsed to contain the following provisions as worded below:
(a) Additional insureds: "The City of Placentia and its elected and appointed boards, officers, officials, agents, employees, and volunteers are addition- al insureds with respect to: liability arising out of activities performed by or on behalf of the Consultant pursuant to its contract with the City; products and completed operations of the Consultant; premises owned, occupied or used by the Consultant; automobiles owned, leased, hired, or borrowed by the Consultant."
(b) Notice: "Consultant shall provide immediate written notice if (1) any of the required insurance policies is terminated; (2) the limits of any of the required polices are reduced; (3) or the deductible or self-insured retention is increased. In the event of any cancellation or reduction in coverage or limits of any insurance, Consultant shall forthwith obtain and submit proof of substitute insurance. Should Consultant fail to 6 Dennis Grubb and Associates, LLC
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ATTACHMENT 2

immediately procure other insurance, as specified, to substitute for any canceled policy, the City may procure such insurance at Consultant's sole cost and expense."
(c) Other insurance: "The Consultant's insurance coverage shall be primary insurance as respects the City of Placentia, its officers, officials, agents, employees, and volunteers. Any other insurance maintained by the City of Placentia shall be excess and not contributing with the insurance provided by this policy."
(d) Any failure to comply with the reporting provisions of the policies shall not affect coverage provided to the City of Placentia, its officers, officials, agents, employees, and volunteers.
(e) The Consultant's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability.

5.3. Deductible or Self -Insured Retention. If any of such policies provide for a deductible or self-insured retention to provide such coverage, the amount of such deductible or self-insured retention shall be approved in advance by City. No policy of insurance issued as to which the City is an additional insured shall contain a provision which requires that no insured except the named insured can satisfy any such deductible or self-insured retention.

5.4. Certificates of Insurance. Consultant shall provide to City certificates of insurance showing the insurance coverages and required endorsements described above, in a form and content approved by City, prior to performing any services under this Agreement. The certificates of insurance and endorsements shall be attached hereto as Exhibit "B" and incorporated herein by this reference.

5.5. Non -limiting. Nothing in this Section shall be construed as limiting in any way, the indemnification provision contained in this Agreement, or the extent to which Consultant may be held responsible for payments of damages to persons or property.

6.0. GENERAL PROVISIONS

6.1. Entire Agreement. This Agreement constitutes the entire agreement between the parties with respect to any matter referenced herein and supersedes any and all other prior writings and oral negotiations. This Agreement may be modified only in writing and signed by the parties in interest at the time of such modification. The terms of this Agreement shall prevail over any inconsistent provision in any other contract document appurtenant hereto, including exhibits to this Agreement.

6.2. Representatives. The City Administrator or his or her designee shall be the representative of City for purposes of this Agreement and may issue all consents, approvals, directives and agreements on behalf of the City, called for by this Agreement, except as otherwise expressly provided in this Agreement.

Consultant shall designate a representative for purposes of this Agreement who shall be authorized to issue all consents, approvals, directives and agreements on behalf of Consultant called for by this Agreement, except as otherwise expressly provided in this Agreement.
7 ATTACHMENT 2

6.3. Project Manaaers. City shall designate a Project Manager to work directly with Consultant in the performance of this Agreement. It shall be the Consultant's responsibility to assure that the Project Manager is kept informed of the progress of the performance of the services and the Consultant shall refer any decision, which must be made by City, to the Project Manager. Unless otherwise specified herein, any approval of City required hereunder shall mean the approval of the Project Manager.

Consultant shall designate a Project Manager who shall represent it and be its agent in all consultations with City during the term of this Agreement and who shall not be changed by Consultant without the express written approval by the City. Consultant or its Project Manager shall attend and assist in all coordination meetings called by City.

6.4. Notices. Any notices, documents, correspondence or other communications concerning this Agreement, or the work hereunder may be provided by personal delivery, facsimile or if mailed, shall be addressed as set forth below and placed in a sealed envelope, postage prepaid, and deposited in the United States Postal Service. Such communication shall be deemed served or delivered: a) at the time of delivery if such communication is sent by personal delivery; b) at the time of transmission if such communication is sent by facsimile; and c) 72 hours after deposit in the U.S. Mail as reflected by the official U.S. postmark if such communication is sent through regular United States mail.

IF TO CONSULTANT:

Dennis Grubb and Associates,
LLC
6560 Van Buren Blvd., Ste. B
Riverside, CA 92503
Tel: (951) 772-0007
Attn: Dennis Grubb
IF TO CITY:

City of Placentia
401 E. Chapman
Placentia, CA 92870
Tel: (714) 993-8135
Fax: (714)961-0283
Attn: Fire Chief

6.5. Attorneys' Fees. In the event that litigation is brought by any party in connection with this Agreement, the prevailing party shall be entitled to recover from the opposing party all costs and expenses, including reasonable attorneys' fees, incurred by the prevailing party in the exercise of any of its rights or remedies hereunder or the enforcement of any of the terms, conditions, or provisions hereof.

6.6. Governina Law. This Agreement shall be governed by and construed under the laws of the State of California without giving effect to that body of laws pertaining to conflict of laws. In the event of any legal action to enforce or interpret this Agreement, the parties hereto agree that the sole and exclusive venue shall be a court of competent jurisdiction located in Orange County, California. Consultant agrees to submit to the personal jurisdiction of such court in the event of such action.

6.7. Assignment. Consultant shall not voluntarily or by operation of law assign, transfer, sublet or encumber all or any part of Consultant's interest in this Agreement without City's prior written consent. Any attempted assignment, transfer, subletting or encumbrance shall be void and shall constitute a breach of this Agreement and cause for termination of this Agreement. Regardless of City's consent, no subletting or assignment shall release Consultant of Consultant's obligation to perform all other obligations to be performed by Consultant 8 Dennis Grubb and Associates, LLC
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ATTACHMENT 2

hereunder for the term of this Agreement.

6.8. Indemnification and Hold Harmless. Consultant agrees to defend, indemnify, hold free and harmless the City, its elected and appointed officials, officers, agents and employees, at Consultant's sole expense, from and against any and all claims, demands, actions, suits or other legal proceedings brought against the City, its elected and appointed officials, officers, agents and employees arising out of the performance of the Consultant, its employees, and/or authorized subcontractors, of the work undertaken pursuant to this Agreement. The defense obligation provided for hereunder shall apply whenever any claim, action, complaint or suit asserts liability against the City, its elected and appointed officials, officers, agents and employees based upon the work performed by the Consultant, its employees, and/or authorized subcontractors under this Agreement, whether or not the Consultant, its employees, and/or authorized subcontractors are specifically named or otherwise asserted to be liable. Notwithstanding the foregoing, the Consultant shall not be liable for the defense or indemnification of the City for claims, actions, complaints or suits arising out of the sole active negligence or willful misconduct of the City. This provision shall supersede and replace all other indemnity provisions contained either in the City's specifications or Consultant's Proposal, which shall be of no force and effect.

6.9. Independent Contractor. Consultant is and shall be acting at all times as an independent contractor and not as an employee of City. Consultant shall have no power to incur any debt, obligation, or liability on behalf of City or otherwise act on behalf of City as an agent. Neither City nor any of its agents shall have control over the conduct of Consultant or any of Consultant's employees, except as set forth in this Agreement. Consultant shall not, at any time, or in any manner, represent that it or any of its or employees are in any manner agents or employees of City. Consultant shall secure, at its sole expense, and be responsible for any and all payment of Income Tax, Social Security, State Disability Insurance Compensation, Unemployment Compensation, and other payroll deductions for Consultant and its officers, agents, and employees, and all business licenses, if any are required, in connection with the services to be performed hereunder. Consultant shall indemnify and hold City harmless from any and all taxes, assessments, penalties, and interest asserted against City by reason of the independent contractor relationship created by this Agreement. Consultant further agrees to indemnify and hold City harmless from any failure of Consultant to comply with the applicable worker's compensation Taws. City shall have the right to offset against the amount of any fees due to Consultant under this Agreement any amount due to City from Consultant as a result of Consultant's failure to promptly pay to City any reimbursement or indemnification arising under this paragraph.

6.10. PERS Eligibility Indemnification. In the event that Consultant or any employee, agent, or subcontractor of Consultant 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 as an employee of the City, Consultant shall indemnify, defend, and hold harmless City for the payment of any employee and/or employer contributions for PERS benefits on behalf of Consultant or its employees, agents, or subcontractors, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of City.

Notwithstanding any other agency, state or federal policy, rule, regulation, law or ordinance to the contrary, Consultant and any of its employees, agents, and subcontractors providing service under this Agreement shall riot qualify for or become entitled to, and hereby agree to waive any claims to, any compensation, benefit, or any incident of employment by City, including but not limited to eligibility to enroll in PERS as an employee of City and entitlement to 9 Dennis Grubb and Associates, LLC
Rev. 08/2017
ATTACHMENT 2

any contribution to be paid by City for employer contribution and/or employee contributions for PERS benefits.

6.11. Cooperation. In the event any claim or action is brought against City relating to Consultant's performance or services rendered under this Agreement, Consultant shall render any reasonable assistance and cooperation which City might require.

6.12. Ownership of Documents. All findings, reports, documents, information and data including, but not limited to, computer tapes or discs, preliminary notes, working documents, files and tapes furnished or prepared by Consultant or any of its subcontractors in the course of performance of this Agreement, shall be and remain the sole property of City. Consultant agrees that any such documents or information shall not be made available to any individual or organization without the prior consent of City but shall be made available to the City within ten (10) days of request or within ten (10) days of termination. Any use of such documents for other projects not contemplated by this Agreement, and any use of incomplete documents, shall be at the sole risk of City and without liability or legal exposure to Consultant. City shall indemnify and hold harmless Consultant from all claims, damages, losses, and expenses, including attorneys' fees, arising out of or resulting from City's use of such documents for other projects not contemplated by this Agreement or use of incomplete documents furnished by Consultant.

Consultant shall deliver to City any findings, reports, documents, information, data, preliminary notes and working documents, in any form, including but not limited to, computer tapes, discs, files audio tapes or any other Project related items as requested by City or its authorized representative, at no additional cost to the City. Consultant or Consultant's agents shall execute such documents as may be necessary from time to time to confirm City's ownership of the copyright in such documents.

6.13. Public Records Act Disclosure. Consultant has been advised and is aware that this Agreement and all reports, documents, information and data, including, but not limited to, computer tapes, discs or files furnished or prepared by Consultant, or any of its subcontractors, pursuant to this Agreement and provided to City may be subject to public disclosure as required by the California Public Records Act (California Government Code Section 6250 et seq.).

Exceptions to public disclosure may be those documents or information that qualify as trade secrets, as that term is defined in the California Government Code Section 6254.7, and of which Consultant informs City of such trade secret. The City will endeavor to maintain as confidential all information obtained by it that is designated as a trade secret. The City shall not, in any way, be liable or responsible for the disclosure of any trade secret including, without limitation, those records so marked if disclosure is deemed to be required by law or by order of the Court.

6.14. Conflict of Interest. Consultant and its officers, employees, associates and subconsultants, if any, will comply with all conflict of interest statutes of the State of California applicable to Consultant's services under this agreement, including, but not limited to, the Political Reform Act (Government Code Sections 81000, et seq.) and Government Code Section 1090. During the term of this Agreement, Consultant and its officers, employees, associates and subconsultants shall not, without the prior written approval of the City Representative, perform work for another person or entity for whom Consultant is not currently performing work that would require Consultant or one of its officers, employees, associates or subconsultants to abstain from a decision under this Agreement pursuant to a conflict of interest statute.

6.15. Responsibility for Errors. Consultant shall be responsible for its work and results under this Agreement. Consultant, when requested, shall furnish clarification and/or explanation as may be required by the City's representative, regarding any services rendered under this 10 Dennis Grubb and Associates, LLC
Rev. 08/2017
ATTACHMENT 2

Agreement at no additional cost to City. In the event that an error or omission attributable to Consultant occurs, then Consultant shall, at no cost to City, provide all necessary design drawings, estimates and other Consultant professional services necessary to rectify and correct the matter to the sole satisfaction of City and to participate in any meeting required with regard to the correction.

6.16. Prohibited Emoiovment. Consultant will not employ any regular employee of City while this Agreement is in effect.

6.17. Order of Precedence. In the event of an inconsistency in this Agreement and any of the attached Exhibits, the terms set forth in this Agreement shall prevail. If, and to the extent this Agreement incorporates by reference any provision of any document, such provision shall be deemed a part of this Agreement. Nevertheless, if there is any conflict among the terms and conditions of this Agreement and those of any such provision or provisions so incorporated by reference, the conflict shall be resolved by giving precedence in the following order, if applicable: This Agreement, the City's Request for Proposals, the Consultant's Proposal.

6.18. Costs. Each party shall bear its own costs and fees incurred in the preparation and negotiation of this Agreement and in the performance of its obligations hereunder except as expressly provided herein.

6.19. No Third Party Beneficiary Richts. This Agreement is entered into for the sole benefit of City and Consultant and no other parties are intended to be direct or incidental beneficiaries of this Agreement and no third party shall have any right in, under or to this Agreement.

6.20. Headinas. Paragraphs and subparagraph headings contained in this Agreement are included solely for convenience and are not intended to modify, explain or to be a full or accurate description of the content thereof and shall not in any way affect the meaning or interpretation of this Agreement.

6.21. Construction. The parties have participated jointly in the negotiation and drafting of this Agreement. In the event an ambiguity or question of intent or interpretation arises with respect to this Agreement, this Agreement shall be construed as if drafted jointly by the parties and in accordance with its fair meaning. There shall be no presumption or burden of proof favoring or disfavoring any party by virtue of the authorship of any of the provisions of this Agreement.

6.22. Amendments. Only a writing executed by the parties hereto or their respective successors and assigns may amend this Agreement.

6.23. Waiver. The delay or failure of either party at any time to require performance or compliance by the other of any of its obligations or agreements shall in no way be deemed a waiver of those rights to require such performance or compliance. No waiver of any provision of this Agreement shall be effective unless in writing and signed by a duly authorized representative of the party against whom enforcement of a waiver is sought. The waiver of any right or remedy in respect to any occurrence or event shall not be deemed a waiver of any right or remedy in respect to any other occurrence or event, nor shall any waiver constitute a continuing waiver.

6.24. Severability. If any provision of this Agreement is determined by a court of 11 Dennis Grubb and Associates, LLC
Rev. 08/2017
ATTACHMENT 2

competent jurisdiction to be unenforceable in any circumstance, such determination shall not affect the validity or enforceability of the remaining terms and provisions hereof or of the offending provision in any other circumstance. Notwithstanding the foregoing, if the value of this Agreement, based upon the substantial benefit of the bargain for any party, is materially impaired, which determination made by the presiding court or arbitrator of competent jurisdiction shall be binding, then both parties agree to substitute such provision(s) through good faith negotiations.

6.25. Counterparts. This Agreement may be executed in one or more counterparts, each of which shall be deemed an original. All counterparts shall be construed together and shall constitute one agreement.

6.26. Corporate Authority. The persons executing this Agreement on behalf of the parties hereto warrant that they are duly authorized to execute this Agreement on behalf of said parties and that by doing so the parties hereto are formally bound to the provisions of this Agreement.

IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed by and through their respective authorized officers, as of the date first above written.

CITY OF PLACENTIA,
A municipal corporation
Dami rruta Oity Administ`ra�r
ATTEST:

Cify Clerk and ex -officio Clerk
of the City of Placentia
12 Date: 12 ► 21
Date:

Dennis Grubb and Associates, LLC
Rev. 08/2017
ATTACHMENT 2

CONSULTANT
Dennis J. Grubb. Owner
Name and Title
20-8680376
Social Security or Taxpayer ID Number

APPROVED AS TO FO
Christian L. Bettenhausen, City Attorney
APPROVED AS TO INSURANCE:
sanna Ramirez, Risk Matt gem
AP CUED AS TO CONTENT:
(4,0
Ja o abine, Acting Fire Chief
13 Date: 10/26/21
Date: ' j
Date: "// �1
Date: 10 ' 04" ' ACI' 7,041
Dennis Grubb and Associates, LLC
Rev. 08/2017
ATTACHMENT 2

EXHIBIT A

CONSULTANT'S PROPOSAL AND SCOPE OF WORK
14 Dennis Grubb and Associates, LLC
Rev. 0812017
ATTACHMENT 2

June 6, 2021
Placentia Fire Department
Attn: Chief Van Gieson
401 E. Chapman
Placentia, CA. 92870
Dennis Grubb and Associates, LLC
Assisting Cities Build Safe Communities
Subject: Contract Adjustment
Dear Chief Van Gieson,
Dennis Grubb & Associates, LLC (DGA) is pleased to submit this proposal to provide professional Fire Plan Review and Inspection Services to Placentia Fire Department.

This proposal outlines all the elements that make DGA a high-quality solution to the Placentia Fire Department's needs, including our experienced personnel and our range of Fire Prevention services.

The following characteristics make Dennis Grubb & Associates, LLC uniquely qualified to service the Placentia Fire Department:
➢ Experienced plan review and inspections with specific technical skills in fire code application
➢ DGA specializes exclusively in fire life safety plan review and inspections ➢ Training experience for both the public and private sectors ➢ Electronic plan review capability utilizing Bluebeam software ➢ We are a local firm whose associates are well -versed in local, regional and state policies and practices
➢ Associates possess core business skills including strong verbal & written communication skills, professionalism & teamwork, proficiency in MS Office, Outlook, Windows and a variety of fire prevention software packages ➢ Competitive fees
➢ Excellent references (upon request)
6560 Van Buren Blvd, Ste B, Riverside, CA. 92503
(800) 975-7395 * (951)772-0007
ATTACHMENT 2

DGA Qualifications
Our associates each have over 20+ years of direct fire plan review and inspection experience working directly with Public Fire Agencies
DGA possess the certifications and qualifications required and are highly experienced in the use and content of all California Building Standards Codes (DGA resumes can be provided upon request)
All associates are proficient in:
• Fire Sprinklers
• Fire Alarm and Monitoring Systems
• Underground Water Supply
• Fire Pumps
• Special, clean agent system
• Commercial Cooking fire protection
• High Piled Storage
• Above and Below Ground Tank Storage
• Refueling Station
• Hazardous Material
• Combustible Dust
• Battery Systems
• Compressed Gas Systems (Medical, Industrial)
• Chemical Classification
• Fire service related architectural requirements
Scope of Work
▪ Pick up and drop off plans at Placentia Fire Department or use a courier/mail service (at the expense of DGA) within the stated turnaround time. • Verify plan compliance with adopted state & local codes/ordinances including updates
• Communicate corrections with applicant and Placentia Fire Department as directed • Stamp plans in a manner as directed by the Placentia Fire Department. • Be available for phone calls or in-person meetings with Placentia Fire Department as needed
• Assist with adopting and administering the Fire Code as needed. • Conducting fire life safety inspections of new construction and limited annual inspections for complex facilities.
• Inspections for public firework display inspections.
▪ Responding to public Fire Code inquires.
▪ Plan review to ensure compliance with all applicable codes. • Provide input to the Planning Department for new development and provide project specific conditions as applicable.
6560 Van Buren Blvd, Ste B, Riverside, CA. 92503
(800) 975-7395 * (951)772-0007
ATTACHMENT 2

• Review and provide response to Fire Code alternate means & methods/practical difficulty requests after consultation with the Fire Chief. • Provide engine company training in Fire Code/Standards related inspections. • Provide guidance documents and standards to assist residents/businesses with understanding Fire Code requirements.
• Other duties as needed and agreed to between DGA and the Placentia Fire Department.

To fulfill the scope of work, DGA will provide the Placentia Fire Department a Senior Fire Inspector one day a week for 8 hours. DGA will coordinate with Placentia Fire Department the date and time of all inspections. In the event the new construction inspection workload exceeds the capacity of the single inspector, DGA will provide an additional inspector as the DGA's schedule and workload allows.

Plan Turnaround Plan Review Times:
• Initial review — 10 city business days from time of receipt • Resubmittals — 7 city business days from time of receipt Fees:

Plan Review
DGA fees are based on a flat fee. The fee is for the first and second plan check and includes the plan review, administrative work, and shipping. If additional review/s are required there is a flat fee per submittal (outlined below):

FD Access
Alarm System
$370
$330
Sprinkler System — TI $295
Sprinkler — TI with calculations $350
Sprinkler System — New $490
Additional Riser/Floor Control in Same Building $170
Underground $475
Fire Pump $530
Standpipe System $250
Engineered System (H&D, Clean Agent, etc) per System $270 Special System/ Process (HPS, AST, UST, Spray Booth etc.) ea $380 Hazardous Material Disclosure $840
Architectural- TI $375
Architectural- New $580
Architectural — New > 4 -story or R -1/R-2 with more than 50 units $710 6560 Van Buren Blvd, Ste B, Riverside, CA. 92503
(800) 975-7395 * (951)772-0007
ATTACHMENT 2

Development Review (CUP, Tract Map, Etc.) $370
Revision $220
Additional Reviews (Past 2nd $220
Expedite Plan Check (per submittal) $200
Time & Material (Hourly Rate) $120
Inspections
Field Inspection/Training/Site Visits are charged at $100 per hour, with a one-hour minimum + .5 Hr per day for travel which covers cost of mileage). Early or after hours or weekend inspections will be charged a minimum of four-hour minimum + .5 hr for travel.

Inspection Scheduling (Option)
DGA offers an option for new construction inspection scheduling at $30 per day I look forward to working with Placentia Fire Department. Should you have any questions or need additional information you can contact me directly at (951) 215-5451.

Sincerely,
Dennis J. Grubb, CFPE
President
6560 Van Buren Blvd, Ste B, Riverside, CA. 92503
(800) 975-7395 * (951)772-0007
ATTACHMENT 2

EXHIBIT B

CERTIFICATES OF INSURANCE AND ENDORSEMENTS
15 Dennis Grubb and Associates, LLC
Rev. 08/2017
ATTACHMENT 2

ACC/RL)
CERTIFICATE OF LIABILITY INSURANCE 09/30/2021
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS

IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(les) must have ADDITIONAL INSURED provisions or be endorsed.

DATE (MM/DD/YYYY)

PRODUCER
StateFarm

INSURED

LOU GRANDE
P.O. BOX 147
NORCO, CA 92860

DENNIS J GRUBB
4680 MILLBROOK AVE
RIVERSIDE, CA 92509

CONTACT KARRIE MANRIQUEZ
NAME:
_PHONE L• 951-737-2682 FAx 951-736-1875
EMAIL LOU LOUGRANDE.COM2k
ADDRESS:

INBURERIBI AFFORDING COVERAGE NAM*
INSURERA: State Farm Mutual Automobile Insurance Company 1 25178 INSURER B:

INSURER C :

INSURER D :

INSURER E
INSURER F :

COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:

INSR AuDL isuBR pOucv EFF POLICY Exp
LTR TYPE OF INSURANCE iM5D Wl�n POLICY NUMBER iMMIDD/YYYYI iMM/DflIYYYYI A

COMMERCIAL GENERAL LIABILITY
CLAIMS -MADE n OCCUR
GEN'L AGGREGATE LIMIT APPLIES PER:
11 POLICY 1 jM LOC
OTHER:

AUTOMOBILE LIABILITY

ANY AUTO
OWNED

AUTOS ONLY
HIRED

AUTOS ONLY

UMBRELLA LIAB

EXCESS LIAB
DED I RETENTION $

WORKERS COMPENSATION

AND EMPLOYERS' LIABILITY

ANY PROPRIETOR/PARTNER/EXECUTIVE
OFFICER/MEMBER EXCLUDED?
' (Mandatory In NH)
If yes, describe under
DESCRIPTION OF OPERATIONS below

XSCHEDULED
AUTOS

NON -OWNED

AUTOS ONLY
OCCUR

CLAIMS -MADE
YIN
X 4399936 -F08 -75B
NIA
06/08/2021 06/08/2022
LIMITS

EACH OCCURRENCE
15AMAGE TO RENTED
PREMISES !Ea occurrence)
MED EXP (Any one Gerson)

PERSONAL & ADV INJURY

GENERAL AGGREGATE
PRODUCTS - COMP/OP AGG $
COMBINED SINGLE LIMIT $
tea accldant)
BODILY INJURY (Per person) $
BODILY INJURY (Per accident) $

PROPERTY DAMAGE
(Perntl

EACH OCCURRENCE

AGGREGATE
$
1,000,000
1 STATUTE I I ER
E.L EACH ACCIDENT
El DISEASE - EA EMPLOYEE
E.L DISEASE -POLICY LIMIT
$
0 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached If more space Is required) The City of Placentia and its elected and appointed boards, officers, officials, agents, employees, and volunteers are additional insureds with respect to:
automobiles owned, leased, hired, or borrowed by the Consultant.

CERTIFICATE HOLDER

PLACENTIA FIRE AND LIFE SAFETY DEPARTMENT

CITY OF PLACENTIA
401 E. CHAPMAN AVE
PLACENTIA, CA 92870
ACORD 25 (2016/03)

CANCELLATION

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE

THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN

ACCORDANCE WITH THE POLICY PROVISIONS,

AUTHORIZED REPRESENTATIVE
© 1988-2015 ACORD CORPORATION. All rights reserved.

The ACORD name and logo are registered marks of ACORD
ATTAC.1001% 249.13 04-22-2020

AC o� CERTIFICATE OF LIABILITY INSURANCE DATE
A E(MM/D021Y)
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS

IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(les) must have ADDITIONAL INSURED provisions or be endorsed.

If SUBROGATION 1S WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder In lieu of such endgrsement(s).

PRODUCER NOONTAC? JOHN WILLHITE
WILLHITE INSURANCE AGENCY, INC au F ,y 951-682-8297 wc No}; 951-682-7297 6117 BROCKTON AVENUE, STE 206 ac nLss: [email protected] RIVERSIDE, CA 92506 INSURER(S) AFFORDING COVERAGE NAIL # INSURER A: THE HARTFORD INSURANCE COMPANY
INSURERS: SEQUOIA INSURANCE COMPANY
INSURER C: LLOYDS OF LONDON INSURANCE CO
INSURER D :

I INSURER E :

INSURER F :

COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:

IN SR ADOLSIIBR POU CYEFF POLICY EXP
LTR TYPE OF INSURANCE !NSD WVD POLICY NUMBER iMM1OD1YYYYI IMMIDOIYYYY7 LIMITS A X COMMERCIAL GENERAL LIABILITY y 83SBANX2247 01/13/2021 01/13/2022{{ EACHEg11R E PJAA
CLAIMS -MADE Ii A OCCUR E PREMISESSU1E3 occurrence)
1 MED EXP (Any one person)

I PERSONAL & ADV INJURY

I GENERAL AGGREGATE
1 PRODUCTS - COMP/OP AGG

INSURED

DENNIS GRUBB AND ASSOCIATES
6560 VAN BUREN BLVD. STE. B
RIVERSIDE, CA 92503
;G
�GEjjjN'L AGGREGATE LIMIT APPLIES PER:
: I POLICY PRO LOC
JECT
OTHER

AUTOMOBILE LIABILITY

ANY AUTO
OWNED

AUTOS ONLY
HIRED

AUTOS ONLY

UMBRELLA LIAR

EXCESS LIAB

SCHEDULED
AUTOS

NON -OWNED

AUTOS ONLY
DED I RETENTION $
B WORKERS COMPENSATION QWC1148262 04/01/202104/0112022 I STATUTE 1 I W-

AND EMPLOYERS' LIABILITY
ANYPROPRIETORIPARTNERIEXECUTIVE Y 1 N E.L. EACH ACCIDENT $ 1,000,000 OFFICERIMEMBEREXCLUDED? I N1A
(Mandatory in NH) E.L. DISEASE - EA EMPLOYEE $ 1,000,000 If yes describa under
DE$LrRIFrION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT S 1,000,000 OCCUR

CLAIMS -MADE
$
$
$
$

COMBINED SINGLE LIMIT
(Ea aoddenll
BODILY INJURY (Per person) $
BODILY INJURY (Per accident) $

PROPERTY DAMAGE
(Par ac.ddentl
$
EACH OCCURRENCE 5
AGGREGATE $
$
2,000,000
1,000,000
10,000
1,000,000
4,000,000
2,000,000
C PROFESSIONAL LIABILITY Y PSJ0028842707 03/17/2021 03/17/2022 OCCURRENCE 1,000,000 AGGREGATE 1,000,000
DESCRIPTION OF OPERATIONS !LOCATIONS 1 VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached If more space Is required)

THE CITY OF PLACENTIA AND ITS ELECTED AND APPOINTED BOARDS, OFFICERS, OFFICIALS, AGENTS, EMPLOYEES, AND VOLUNTEERS ARE ADDITIONAL INSUREDS WITH RESPECTS TO: LIABILITY ARISING OUT OF ACTIVITIES PERFORMED BY OR ON BEHALF OF THE CONSULTANT PURSUANT TO ITS CONTRACT WITH THE CITY; PRODUCTS AND COMPLETED OPERATIONS OF THE CONSULTANT; PREMISES OWNED, OCCUPIED OR USED BY THE CONSULTANT; AUTOMOBILES OWNED, LEASED, HIRED, OR BORROWED BY THE CONSULTANT.

CERTIFICATE HOLDER

CITY OF PLACENTIA
401 E. CHAPMAN AVE
PLACENTIA, CA 92870

CANCELLATION

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE

THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.

AUTHORIZED REPRESENTATIVE

JOHN WILLHITE
©1988-2015 ACORD CORPORATION. All rights reserved.

ACORD 25 (2016103) The ACORD name and logo are registered marks of ACORD ATTACHMENT 2

V cfc
Policy certificate
Insurance effected through the Coverholder:

CFC Underwriting Limited
85 Gracechurch Street
London EC3V OAA
United Kingdom
PLEASE NOTE - This notice contains important information. PLEASE READ CAREFULLY.

This Certificate is issued by the Coverholder in accordance with the authorization granted to the Coverholder under the Binding Authority Agreement with the Unique Market Reference stated within this Policy. This Policy comprises a Certificate, the Declarations page, Wording and all other provisions and conditions attached and any endorsements issued.

The liability of an insurer under this contract is several and not joint with other insurers party to this contract. An insurer is liable only for the proportion of liability it has underwritten. An insurer is not jointly liable for the proportion of liability underwritten by any other insurer. Nor is an insurer otherwise responsible for any liability of any other insurer that may underwrite this contract.

The proportion of liability under this contract underwritten by an insurer (or, in the case of a Lloyd's syndicate, the total of the proportions underwritten by all the members of the syndicate taken together) is shown in this Policy.

In the case of a Lloyd's syndicate, each member of the syndicate (rather than the syndicate itself) is an insurer. Each member has underwritten a proportion of the total shown for the syndicate (that total itself being the total of the proportions underwritten by all the members of the syndicate taken together). The liability of each member of the syndicate is several and not joint with other members. A member is liable only for that member's proportion. A member is not jointly liable for any other member's proportion. Nor is any member otherwise responsible for any liability of any other insurer that may underwrite this contract. The business address of each member is Lloyd's, One Lime Street, London EC3M 7HA. The identity of each member of a Lloyd's syndicate and their respective proportion may be obtained by writing to Market Services, Lloyd's, at the above address.

Although reference is made at various points in this clause to "this contract" in the singular, where the circumstances so require this should be read as a reference to contracts in the plural.

In Witness whereof this Certificate has been signed by:

Authorized Official
Please examine this document carefully. If it does not meet your needs, please contact your broker immediately. In all communications the policy number appearing overleaf should be quoted.

ATTACHMENT 2

cfc

NO FLAT CANCELLATION

DECLARATIONS
POLICY NUMBER:

UNIQUE MARKET REFERENCES:

THE INSURED:

ADDRESS:

THE UNDERWRITERS:

THE INCEPTION DATE:

THE EXPIRY DATE:

TOTAL PAYABLE:

Broken down as follows:

Premium:

Policy Administration Fee:

BUSINESS ACTIVITIES:

CHOICE OF LAW:

SERVICE OF SUIT:

LEGAL ACTION:

TERRITORIAL SCOPE:

US CLASSIFICATION:

SURPLUS LINES BROKER:

RETROACTIVE DATE(S):

Professional Liability:

General Liability:

OPTIONAL EXTENDED
REPORTING PERIOD:

CLAIMS MANAGER:

WORDING:

ENDORSEMENTS:

PSJ0028842707
B087520C9N5051
B087520C9N5053
Dennis Grubb and Associates
6560 Van Buren Boulevard, #B
Riverside, CA 92503
US
Underwritten by certain underwriters at Lloyd's and other insurers
00:01 Local Standard Time on 17 Mar 2021
00:01 Local Standard Time on 17 Mar 2022
US D4,373.00
U S D4,023.00
U S D350.00
Fire and Compliance Code Consulting Services
California
Foley & Lardner LLP
555 California Street, Suite 1700
San Francisco, CA 94104-1520
Worldwide
Worldwide
Surplus Lines
Licence No. : 0705050
2002 E McFadden Ave, Suite 100
Santa Ana
92705
17 Mar 2021
Premium $4,023.00
Carrier -fee $ 350.00
Broker -fee $ 250.00
Stamp Fee $ 10.93
State Tax $ 131.19
Total $4,765.12
17 Mar 2021, in respect of INSURING CLAUSE 3 (SECTION F only)
12 months for 100% of applicable annualized premium
CFC Underwriting Limited
Please report all new claims to:
newcla i ms[defcu nderwriti no.com
Professions (US) v3.1
Complaints Notice (USA)
U.S. Terrorism Risk Insurance Act of 2002 As Amended
Not Purchased Clause
ATTACHMENT 2

• cfc

DECLARATIONS
INSURING CLAUSE 1: PROFESSIONAL LIABILITY

ALL SECTIONS COMBINED
Aggregate limit of liability: USD1,000,000
SECTION A: ERRORS AND OMISSIONS
in the aggregate
Limit of liability: USD1,000,000 each and every claim, including costs and expenses
Deductible: USD2,500 each and every claim, including costs and expenses
SECTION B: BREACH OF CONTRACT
Limit of liability: USD1,000,000 each and every claim, including costs and expenses
Deductible: USD2,500 each and every claim, including costs and expenses
SECTION C: SUB -CONTRACTOR VICARIOUS LIABILITY
Limit of liability: USD1,000,000 each and every claim, including costs and expenses
Deductible: USD2,500 each and every claim, including costs and expenses
SECTION D: CONTINGENT BODILY INJURY AND PROPERTY DAMAGE LIABILITY Limit of liability: USD1,000,000 each and every claim, including costs and expenses
Deductible: USD2,500 each and every claim, including costs and expenses
SECTION E: INTELLECTUAL PROPERTY RIGHTS INFRINGEMENT
Limit of liability: USD1,000,000 each and every claim, including costs and expenses
Deductible: USD2,500 each and every claim, including costs and expenses
SECTION F: POLLUTION LIABILITY
Limit of liability: USD1,000,000 each and every claim, including costs and expenses
Deductible: USD2,500 each and every claim, including costs and expenses
SECTION G: REGULATORY COSTS AND FINES
Limit of liability: USD1,000,000 each and every claim, including costs and expenses
Deductible: USD2,500 each and every claim, including costs and expenses
ATTACHMENT 2

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SECTION H: DISHONESTY OF EMPLOYEES
Limit of liability: USD1,000,000 each and every claim, including costs and expenses
Deductible: USD2,500 each and every claim, including costs and expenses
SECTION I: PAYMENT OF WITHHELD FEES
Limit of liability: USD1,000,000 each and every claim, including costs and expenses
Deductible: USD2,500 each and every claim, including costs and expenses
INSURING CLAUSE 2: CYBER AND PRIVACY

NO COVER GIVEN
INSURING CLAUSE 3: COMMERCIAL GENERAL LIABILITY

ALL SECTIONS COMBINED
Aggregate limit of liability: USD2,000,000 in the aggregate SECTION A: BODILY INJURY AND PROPERTY DAMAGE LIABILITY
Limit of liability: USD1,000,000 each and every claim, including costs and expenses
Deductible: USD1,000 each and every claim, including costs and expenses
SECTION B: PERSONAL AND ADVERTISING INJURY
Limit of liability: USD1,000,000 each and every claim, including costs and expenses
Deductible: USD1,000 each and every claim, including costs and expenses
SECTION C: PRODUCTS AND COMPLETED OPERATIONS LIABILITY
Aggregate limit of liability: USD1,000,000 in the aggregate, including costs and expenses
Deductible: USD1,000 each and every claim, including costs and expenses
SECTION D: TENANTS' LEGAL LIABILITY
Aggregate limit of liability: USD250,000 in the aggregate, including costs and expenses
Deductible: USD1,000 each and every claim, including costs and expenses
ATTACHMENT 2

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SECTION E: MEDICAL EXPENSES
Limit of liability: USD5,000
Deductible: USDO
SECTION F: EMPLOYEE BENEFITS LIABILITY
Aggregate limit of liability: USD1,000,000
Deductible: US D1,000
each and every claim
each and every claim
in the aggregate, including costs and
expenses
each and every claim, including costs
and expenses
SECTION G: NON -OWNED AND HIRED AUTOMOBILE LIABILITY
Limit of liability: USD1,000,000
Deductible: USD2,500
each and every claim, including costs
and expenses
each and every claim, including costs
and expenses
SECTION H: LIABILITY FOR DAMAGE TO HIRED OR LEASED AUTOMOBILES Limit of liability: USD50,000
Deductible: USD2,500
INSURING CLAUSE 4: COMMERCIAL PROPERTY

NO COVER GIVEN
INSURING CLAUSE 5: BUSINESS INTERRUPTION

NO COVER GIVEN
INSURING CLAUSE 6: LOSS MITIGATION
Aggregate limit of liability: USD1,000,000
Deductible: USDO
each and every claim, including costs
and expenses
each and every claim, including costs
and expenses
in the aggregate, including costs and
expenses
each and every claim, including costs
and expenses
INSURING CLAUSE 7: COURT ATTENDANCE COSTS
Aggregate limit of liability: USD100,000
Deductible: USDO
in the aggregate, including costs and
expenses
each and every claim, including costs
and expenses
INSURING CLAUSE 8: REPUTATION AND BRAND PROTECTION
Aggregate limit of liability: USD100,000
Deductible: USDO
in the aggregate, including costs and
expenses
each and every claim, including costs
and expenses
ATTACHMENT 2

�i cfc

OUR REGULATORY STATUS
CFC Underwriting Limited is authorised and regulated by the United Kingdom Financial Conduct Authority (FCA). CFC Underwriting Limited's Firm Reference Number at the FCA is 312848. These details may be checked by visiting the Financial Conduct Authority website at https://register.fca.org.uk/ . Alternatively, the Financial Conduct Authority may be contacted on +44 (0)20 70661000.

We are covered by the Financial Services Compensation Scheme (FSCS). You may be entitled to compensation from the scheme if we cannot meet our obligations to you in respect of insurance policies that we have underwritten on behalf of insurers. This depends on the type of business and the circumstances of the claim. In respect of general insurance business the FSCS will cover 90% of the claim, without any upper limit and for compulsory classes of insurance, the FSCS will cover 100% of the claim, without any upper limit. Further information about compensation scheme arrangements is available from the FSCS.

HOW TO COMPLAIN - USA
We intend to provide an excellent service to you. However, we recognize that there may be occasions when you feel that this has not been achieved. If you are unhappy with any aspect of the service that you receive from us, please contact your insurance broker in the first instance, stating the nature of your complaint, the certificate and/or claim number.

Alternatively, you can contact us directly at [email protected] or please write to:

Chief Executive Officer
CFC Underwriting Limited
85 Gracechurch Street
London EC3V OAA
United Kingdom
If you remain dissatisfied after we have considered your complaint and provided our response, you may have the right to refer your complaint to the Department of Insurance in your State for review.

You will be provided with further information about your complaint escalation rights to the Department of Insurance in your State by us on receipt of your complaint.

The existence of this complaints procedure does not affect your right to commence a legal action or an alternative dispute resolution proceeding in accordance with your contractual rights.

ATTACHMENT 2

• cfc

DATA PROTECTION NOTICE
We collect and use relevant information about you to provide you with your insurance cover or the insurance cover that benefits you and to meet our legal obligations. Where you provide us or your agent or broker with details about other people, you must provide this notice to them.

The information we collect and use includes details such as your name, address and contact details and any other information that we collect about you in connection with the insurance cover from which you benefit. This information may include more sensitive details such as information about your health and any criminal convictions you may have.

In certain circumstances, we may need your consent to process certain categories of information about you (including sensitive details such as information about your health and any criminal convictions you may have). Where we need your consent, we will ask you for it separately. You do not have to give your consent and you may withdraw your consent at any time. However, if you do not give your consent, or you withdraw your consent, this may affect our ability to provide the insurance cover from which you benefit and may prevent us from providing cover for you or handling your claims.

The way insurance works means that your information may be shared with, and used by, a number of third parties in the insurance sector for example, insurers, agents or brokers, reinsurers, loss adjusters, sub -contractors, regulators, law enforcement agencies, fraud and crime prevention and detection agencies and compulsory insurance databases. We will only disclose your personal information in connection with the insurance cover that we provide and to the extent required or permitted by law.

We will process individual insured's details, as well as any other personal information you provide to us in respect of your insurance cover, in accordance with our privacy notice and applicable data protection laws.

To enable us to use individual insured's details in accordance with applicable data protection laws, we need you to provide those individuals with certain information about how we will use their details in connection with your insurance cover.

You agree to provide to each individual insured this notice, on or before the date that the individual becomes an individual insured under your insurance cover or, if earlier, the date that you first provide information about the individual to us.

We are committed to using only the personal information we need to provide you with your insurance cover. To help us achieve this, you should only provide to us information about individual insureds that we ask for from time to time.

You have rights in relation to the information we hold about you, including the right to access your information. If you wish to exercise your rights, discuss how we use your information or request a copy of our full privacy notice, please contact us directly at [email protected].

For more information about how we use your personal information please see our full privacy notice, which is available online on our website at:
http://www.cfcunderwriting.com/privacy
ATTACHMENT 2

cfc
U.S. TERRORISM RISK INSURANCE ACT OF 2002 AS AMENDED NOT PURCHASED CLAUSE

ATTACHING TO
POLICY NUMBER:

THE INSURED:

WITH EFFECT FROM:

PSJ0028842707
Dennis Grubb and Associates
17 Mar 2021
This CLAUSE is issued in accordance with the terms and conditions of the "U.S. Terrorism Risk Insurance Act of 2002" as amended, as summarized in the disclosure notice.

It is hereby noted that we have made available coverage for "insured losses" directly resulting from an "act of terrorism" as defined in the "U.S. Terrorism Risk Insurance Act of 2002", as amended ("TRIA") and you have declined or not confirmed to purchase this coverage.

This Insurance therefore affords no coverage for losses directly resulting from any "act of terrorism" as defined in TRIA except to the extent, if any, otherwise provided by this Policy.

All other terms, CONDITIONS and EXCLUSIONS of this Insurance including applicable limits and deductibles remain unchanged and apply in full force and effect to the coverage provided by this Insurance.

LMA5390 (Amended)
09 January 2020

SUBJECT OTHERWISE TO THE TERMS AND CONDITIONS OF THE
POLICY
ATTACHMENT 2

D' Policy No. 4399936 -F08 -75B

SECTION II ADDITIONAL INSURED ENDORSEMENT
PolicyNo.: 4399936 -F08 -75B
Named ' DENNIS GRUBB & ASSOCIATES LLC
Additional Insured {Include address):

CITY OF PLACENTIA.
401 E. - CHAPMAN -AVEN[JE
PLACENTIA, CA 92870
FE.6808
WHO IS AN INSURED, under SECTION II DESIGNATION OF INSURED, is amended to include as en insured the Additional Insured shown above, but only to the extent that liability is imposed on that Additional Insured solely because of your work performed for that Additional Insured shown above.

Any insurance provided to the Additional Insured shall only apply with respect to a claim made or a suit brought for damages for which you are provided coverage.

The Primary Insurance coverage below applies only when there is an °X" in the box. 0 Primary Insurance. The insurance provided to the Additional insured shown above shall be primary insurance. Any insurance carried by the Additional Insured shall be noncontributory with respect to coverage provided to you.

All other policy provisions apply.

FE -61309
Pdnled m us.a
ATTACHMENT 2

DISCLAIMER
The Certificate of Insurance on the reverse side of this form does not constitute a contract between the issuing lnsurer(s), authorized representative or producer, and the certificate holder, nor does it affirmatively or negatively amend, extend or alter the coverage afforded by the policies listed thereon.

ACORD 25 (2001108)
ATTACHMENT 2

POLICY NUMBER: 83SBANX2247 THE HARTFORD INSURANCE CO.

COMMERCIAL GENERAL LIABILITY
NAMED INSURED: DENNIS GRUBB & ASSOCIATES

ADDITIONAL INSURED - OWNERS, LESSEES OR

CONTRACTORS - ONGOING AND COMPLETED OPS
This endorsement modifies insurance provided under the following:

COMMERCIAL GENERAL LIABILITY COVERAGE PART
Name of Person or Organization: CITY OF PLACENTIA
City of Placentia, its officers, and its elected and appointed boards, officers, officials, agents, employees, and volunteers are additional insureds with respect to: liability arising out of activities performed by or on behalf of the Consultant pursuant to its contract with the City; products and completed operations of the Consultant; premises owned, occupied or used by the Consultant; automobiles owned, leased, hired, or borrowed by the Consultant. (If no entry appears above, information required to complete this endorsement will be shown in the Declaration as applicable to this endorsement) WHO IS AN INSURED (Section II) is amended to include as an insured the person or organization shown in Schedule, but only with respect to liability arising out of "your work" for that insured by or for you.

PRIMARY INSURANCE AND NON CONTRIBUTORY CLAUSE
Such insurance as is afforded by this policy is primary insurance and non- contributing coverage for "ongoing" and "competed operations". No other insurance of the Additional Insureds will be called upon to contribute to a loss.

Such Insurance as is afforded by this policy for the additional insured shown in the schedule of this endorsement shall apply as primary insurance and will not seek contribution from any other insurance maintained by such additional insured for "ongoing" and "completed" operations.

WAIVER OF SUBROGATION
General Liability Insurance and Workers Compensation policy shall include a WAIVER OF SUBROGATED ENDORSEMENT whereby the subcontractor waives any right or claim to be subrogated on payment of loss or otherwise to any claim against the contractor or owner and waves any right against contractor or owner.

CG2010 10/01 Copyright, Insurance services office, Inc., 1984 ATTACHMENT 2

THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

WAIVER OF SUBROGATION
This endorsement modifies insurance provided under the following:

BUSINESS LIABILITY COVERAGE FORM
We waive any right of recovery we may have against:

1. Any person or organization shown in the Declarations, or

2. Any person or organization with whom you have a contract that requires such waiver.

Form SS 1215 03 00 Page 1 of 1
© 2000, The Hartford
ATTACHMENT 2

WORKERS COMPENSATION AND EMPLOYERS LIABILITY INSURANCE POLICY WC 04 03 06
(Ed. 04-84)

WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT - CALIFORNIA We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) You must maintain payroll records accurately segregating the remuneration of your employees while engaged in the work described in the Schedule.

The additional premium for this endorsement shall be 2% of the California workers' compensation premium otherwise due on such remuneration.

Schedule
Person or Organization Job Description
Any person or organization as required by written contract.

This endorsement changes the policy to which it is attached and is effective on the date issued unless otherwise stated. (The information below is required only when this endorsement is issued subsequent to preparation of the policy.) Endorsement Effective 4/1/2021 Policy No. QWC1148262 Endorsement No. 0 Insured DENNIS GRUBB AND ASSOCIATES LLC_,- - " Premium $ 508 Insurance Company Sequoia Insurance Company ,�-.. •
Countersigned by1. --_"_-----____Y
WC 04 03 06
(Ed. 04-84)

Placentia Cit Council

AGENDA REPOR
TO: CITY COUNCIL
VIA: CITY ADMINISTRATOR
FROM: DIRECTOR OF FINANCE
DATE: SEPTEMBER 20, 2022
SUBJECT: RESOLUTION ADOPTING THE SECTION 115 TRUST POLICY FISCAL
IMPACT: NONE
SUMMARY:

On October 20, 2020, the City Council approved the establishment of a Section 115 Trust Fund for unfunded pension and Other Post -Employment Benefit (OPEB) obligations and a professional services agreement with Public Agency Retirement Services (PARS) for management of the trust and directed Staff to return to the City Council to present a funding policy.

RECOMMENDATION:

It is recommended that the City Council take the following action:

1. Adopt Resolution R-2022-61, a Resolution of the City Council of the City of Placentia adopting the Section 115 Trust Funding Policy; and

2. Approve the use of $2.45 million in bond proceeds currently held with US Bank for the initial funding payment to the Section 115 Trust with PARS.

STRATEGIC PLAN STATEMENT:

This item is consistent with the City Council approved 5 -Year Strategic Goal to Ensure Long -Term Fiscal Sustainability, under Objective #1.1 Review and Update Reserve Policy.

DISCUSSION:

As part of the City's pension liability funding strategy, the City issued lease revenue bonds in 2020 to address the City's pension unfunded actuarial liability (UAL) with CaIPERS. As a part of the bond issuance process, $2.45 million was set aside to be deposited into the Section 115 trust to fund the estimated increase in the UAL attributable to the 4.7% rate of return earned by CaIPERS as of June 30, 2020 (2.3% below discount rate). These funds have not yet been transferred to the PARS trust and have been held by the bond trustee, US Bank. The City recently received its most recent CaIPERS actuarial reports with a valuation date of June 30, 2021, which incorporated both

1.h.

Sept 20, 2022

City Council Agenda
September 20, 2022

Page 2 of 4 ends

the payment of the City's UAL from the bond proceeds, as well as CaIPERS' significant 21.3% rate of return as of June 30, 2021 (14.3% above discount rate).

The City's current funded status with CaIPERS is 109.8%-110.1%, with plan assets exceeding its liabilities. However, CaIPERS reduced its discount rate from 7.0% to 6.8% due to the high returns in FY2020-21, and ended June 20, 2022 with a loss of 6.1%. The combination of decreased discount rate and investment losses will decrease the City's funded status and increase its unfunded actuarial liability at the next valuation.

In addition to pension liabilities, for employees hired on or before November 21, 1995 the City provides retiree health, dental, vision and life insurance. For employees hired after November 21, 1995, the City contributes the minimum required medical insurance contribution established by CaIPERS for Tier II employees. These benefits have created an Other Post -Employment Benefit (OPEB) as defined by the Governmental Accounting Standards Board (GASB).

The City's most recent actuarial valuation of its Retiree Healthcare Plan, with a measurement date of June 30, 2020 determined a total OPEB liability of $31,325,829. The City is currently funding this expense on a pay-as-you-go basis costing approximately $1 million per year. This approach does not reduce the outstanding long-term liability and the City's plans are currently 0% funded.

To address both pension and OPEB liabilities, the City established a Section 115 Trust fund to be used as a rate stabilization fund to mitigate against future investment losses by CaIPERS and pre -fund OPEB expenses. Funds in the trust may only be used for:
■ Reimbursing the City for Other Post -Employment Benefits (OPEB) pay-as-you-go expenses
• Reimbursing the City for CaIPERS contributions
■ Paying OPEB expenses directly to retirees
■ Paying down specific CaIPERS liabilities
• Paying plan expenses (actuarial valuation or audit costs) Staff is recommending establishing a policy to fund the Section 115 trust for both future pension and OPEB costs, and the transfer of the $2.45 million in bond proceeds as an initial deposit. The City Administrator in coordination with the City Treasurer and Director of Finance will select the most appropriate investment option for each account (Pension and OPEB) in the Trust and any proposed withdrawals from the Trust for allowable expenses will be included in future proposed budgets.

Policy Highlights
It is the policy of the City to fulfill its obligation to its residents and employees to maintain fiscally responsible management practices and to ensure that promised retirement benefits are funded.

To that end, the City will utilize funds in the Section 115 Trust to meet its pension and OPEB funding obligations as follows:

City Council Agenda
September 20, 2022

Page 3 of 4 ends

• The City will contribute to CaIPERS the amount determined by CaIPERS actuaries to be the minimum required employer contribution each year.
• The City will prepay its annual obligation to CaIPERS by July 31st each year to achieve budgetary savings (3% discount compared to monthly payments). • The City will maintain a Section 115 Pension Trust. Assets in the Section 115 Pension Trust may be used only for pension and OPEB related costs and at the direction of the City Council. The City's funding objective is to accumulate sufficient assets to fully fund the retiree healthcare benefits that the City's retired employees receive throughout retirement and to support any increases in the City's UAL with Ca1PERS. In meeting this objective, the City will strive to meet the following funding goals:
o The City will strive to maintain assets in the OPEB trust equal to 90%-100% of the actuarial liability for OPEB through regular contributions to the Section 115 Trust. It is anticipated to take several years for the City to achieve full funding of the actuarial liability as the plan is currently 0% funded.
o The City will strive to make regular contributions to the OPEB trust to achieve this goal.
o The funds in the OPEB trust may be used to make the City's OPEB pay-as-you-go payments each year beginning with the FY 2023-24 budget. o The City will strive to contribute its Actuarially Determined Contribution (ADC) into the OPEB trust each year. For FY 2020-21 the ADC was $1,146,160. o The City will review the CaIPERS actuarial report annually as part of the budget process to assess the City's UAL sensitivity to changes in CaIPERS rate of return assumptions. The City Council may direct staff to allocate budgetary surplus, if any, at the close of the fiscal year to the Section 115 Trust for future increase in the UAL. • The City's goal is to achieve and maintain a funded status for each of its CaIPERS and OPEB plans of between 90% and 100%. A funded status of 100% signifies that the City's pension assets with CaIPERS match its accrued liabilities. • The City will review this policy at a minimum biennially, coincident with preparation of the OPEB actuarial valuations, to determine if changes to this policy are necessary to ensure adequate resources are being accumulated to fund OPEB benefits and to gauge progress towards the targeted funding level.

FISCAL IMPACT: There is no impact to the FY 2022/23 budget for this item. There is currently $2.45 million in assets held by the trustee from the sale of lease revenue bonds in 2020 set aside to establish the Section 115 Trust.

Prepared by: Reviewed and ap•roved:

Jennifer Lampman
Director of Finance City Administrator
Damien R. Arrula

City Council Agenda
September 20, 2022

Page 4 of 4 ends

Attachments:

1. Section 115 Trust Policy

2. Resolution R-2022-61

INTERDEPARTMENTAL PROCEDURES/POLICIES
POLICY NO. XXX

PENSION RATE STABILIZATION PROGRAM AND OPEB FUNDING POLICY

INTRODUCTION
As part of its overall compensation plan, the City provides a defined benefit pension to its employees. This benefit is administered by the California Public Employees Retirement System (CaIPERS) and funded through contributions from the City and its employees and from investment earnings on those contributions. The CaIPERS Board of Administration is responsible for the administration and investment of the funds it receives and determines the amounts contributed by each of the governmental entities that participate in CaIPERS.

In addition to the CaIPERS defined benefit pension, for retirees hired prior to November 21, 1995, the City pays up to 100% of the health plan selected with monthly maximums varying by bargaining unit. This retiree health benefit has created an Other Post -Employment Benefit (OPEB) liability as defined by the Governmental Accounting Standards Board (GASB).

Public Agency Retirement Services (PARS) has established, and the City has approved, a multiemployer irrevocable trust in compliance with the requirements of Section 115 of the Internal Revenue Code. While it is a multi-employer trust, each employer's contributions benefit only its own employees. There is no sharing of either liability or investment earnings, and separate employer accounts are maintained. PARS serves as the administrator of the Trust.

PURPOSE:

The purpose of this Pension Rate Stabilization Program (PRSP) and Other Post -Employment Benefits (OPEB) Funding Policy ("Policy") is to establish a methodology and a process for funding current and future costs associated with the City's contractual obligations to provide pension and retiree medical benefits as set forth in the City's labor agreements.

The City recognizes that a fiscally prudent Policy should:
• Maintain the City's sound financial position;
• Ensure the City has the flexibility to respond to changes in future service priorities, revenue levels, and operating expenditures;
• Protect the City's creditworthiness;
• Ensure that all pension and OPEB funding decisions are structured to protect both current and future taxpayers, ratepayers, employees and residents of the City, and are consistent with the City's strategic planning goals, objectives, capital improvement program, and other financial policies.

POLICY:

It is the policy of the City to fulfill its obligation to its residents and employees to maintain fiscally responsible management practices and to ensure that promised retirement benefits are funded. To that end, the City will meet its pension and OPEB funding obligations as follows:

1. Actuarially Determined Contributions: Each fiscal year, the City will contribute to CaIPERS the amount determined by CaIPERS actuaries to be the minimum required employer contribution for that year. The minimum contribution consists of two components, normal cost and unfunded accrued liability (UAL). The normal cost is expressed as a rate that is applied to pensionable payroll costs and reflects the cost of pension benefits earned by employees in the current fiscal year. The UAL payment is a flat dollar amount that represents a portion of the cost of past benefits earned by employees, but for which, because of deviations in actual experience and changes in assumptions about investment performance, the normal cost rates established for those prior years has been determined to be insufficient to provide the promised retirement benefit. The CaIPERS actuaries recalculate the total UAL each year and an updated multi-year amortization schedule is provided to show the projected annual minimum payments.

2. Annual UAL Prepayment: CaIPERS offers the option to make monthly payments on the UAL or prepay the entire annual amount at a discounted level by the end of July. Every effort will be made by the City to prepay its annual obligation each year to achieve budgetary savings.

3. Section 115 Pension Trust: The City will establish and maintain a pension stabilization fund in the form of a Section 115 Pension Trust. Assets in the Section 115 Pension Trust may be used only for pension related costs and at the direction of the City Council. The City's funding objective is to accumulate sufficient assets to fully fund the retiree healthcare benefits that the City's retired employees receive throughout retirement and to support any increases in the City's UAL with CaIPERS. In meeting this objective, the City will strive to meet the following funding goals:
• The City will strive to maintain assets in the OPEB trust equal to 90%-100% of the Actuarial liability for OPEB through regular contributions to the Section 115 Trust. It is anticipated to take several years for the City to achieve full funding of the Actuarial Liability as the plan is currently 0% funded.
• The City will strive to make regular contributions to the OPEB trust to achieve this goal. • The funds in the OPEB trust may be used to make the City's OPEB pay-as-you-go payments each year beginning with the FY 2023-24 budget.
• The City will strive to contribute its Actuarially Determined Contribution (ADC) into the OPEB trust each year.
• The City will review the CaIPERS actuarial report annually as part of the budget process to assess the City's UAL sensitivity to changes in CaIPERS rate of return assumptions. The City Council may direct staff to allocate budgetary surplus, if any, at the close of the fiscal year to the Section 115 Trust to mitigate future increases in the UAL.

4. Targeted Funding Level: The City's goal is to achieve and maintain a funded status for each of its CaIPERS and OPEB plans of between 90% and 100%. A funded status of 100% signifies that the City's pension assets with CaIPERS match its accrued liabilities.

5. Review of Funding Policy: Funding a defined benefit pension plan and retiree health benefits requires a long-term horizon. As such, the City will review this policy at a minimum biennially, coincident with preparation of the GASB 75 actuarial valuations, to determine if changes to this policy are necessary to ensure adequate resources are being accumulated to fund OPEB benefits and to gauge progress towards the targeted funding level.

Definitions:

The funding of retirement programs, such as pensions or retiree health plans, is a complex process that utilizes many specialized terms. In this section, we will define the most important ones that are used in this policy statement.
• Actuarial Liability—The portion of the cost of future OPEB and/or pension benefits attributable to work done by current and prior City employees prior to the date of the Actuarial Valuation. • Actuarial Valuation — The City will engage a qualified OPEB actuary to perform an actuarial valuation at least once every two years. The actuarial valuation will calculate the ADC based on current OPEB plan information and a series of demographic assumptions (such as retirement age and life expectancy) and economic assumptions (such as medical inflation and return on investment) adopted by the actuary and approved by the City. Actuarially determined amounts are subject to continual revision as actual results are compared to past expectations and new estimates are made about the future. CaIPERS prepares an Actuarial Valuation annually for all pension plans.
• Actuarially Determined Contribution (ADC) — The contribution calculated by the actuary as sufficient, assuming future experience matches the assumptions used in the Actuarial Valuation, to bring the plan to 100% funding by end of the Amortization Period. • Additional Discretionary Payments — When the OPEB plan is less than 100% funded and the ADC is insufficient to bring the plan's funding to 100% in that year, the City Council may, at its own discretion, make an additional contribution from year-end budget surplus to the extent, such budget surplus appears.
• Explicit Benefit Payments —These are the premium payments made by the City in the current year for eligible former employees.
• Normal Cost — The portion of the cost of future OPEB/pension benefits attributable to work done by employees in the current year. The Normal Cost will be calculated using the entry age normal cost method using appropriate economic and demographic assumptions approved by the City. • Pav-As-You-Go —The funding approach where the City pays for the Explicit Benefit Payments from the current year's budget.
• Unfunded Actuarial Liability (UAL) — The difference between the Actuarial Liability and the assets that are in the OPEB Trust. If the assets are greater than the Actuarial Liability at the time of the Actuarial Valuation that is sometimes referred to as a Surplus.

RESOLUTION NO. R-2022-61

A RESOLUTION OF THE CITY COUNCIL OF THE CITY

OF PLACENTIA, CALIFORNIA, ADOPTING THE
SECTION 115 TRUST POLICY FOR THE FISCAL YEAR
2022-23
A. Recitals
(i) The City Council approved the establishment of a Section 115 Trust on October 20, 2020 and directed staff to return with a policy for funding the Section 115 Trust.
(ii) The Finance Director of the City of Placentia has prepared for approval the attached Section 115 Trust Policy for Fiscal Year 2022-23. (iii)AII legal prerequisites to the adoption of this Resolution have occurred.

B. Resolution
NOW, THEREFORE, the City Council of the City of Placentia hereby finds, determines and resolves as follows:

1. The attached Section 115 Trust Policy for the City of Placentia hereby is adopted for the Fiscal Year 2022-23.

2. The Mayor shall sign this resolution, and the City Clerk shall attest and certify to the passage and adoption thereof.

PASSED, APPROVED AND ADOPTED on the 20th day of September 2022.

Rhonda Shader, Mayor
ATTEST:

Robert S. McKinnell, City Clerk
Resolution R-2022-61

Page 1 of 2 ends

STATE OF CALIFORNIA

COUNTY OF ORANGE
I, ROBERT S. MCKINNELL, City Clerk of the City of Placentia, do hereby certify that the foregoing resolution was adopted at a regular meeting of the City Council of the City of Placentia, held on the 20111 day of September 2022, by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

Councilmembers:

Robert S. McKinnell, City Clerk
APPROVED AS TO FORM:

Christian L. Bettenhausen, City Attorney
Resolution R-2022-61

Page 2 of 2 ends

TO:

VIA:

FROM:

DATE:

SUBJECT:

CITY COUNCIL

CITY ADMINISTRATOR
Placentia City Council

AGENDA REPORT

DEPUTY CITY ADMINISTRATOR / PUBLIC SERVICES AND INFRASTRUCTURE

DIRECTOR OF COMMUNITY SERVICES
SEPTEMBER 20, 2022
PROFESSIONAL SERVICES AGREEMENT WITH GROUP 4 ARCHITECTURE, RESEARCH + PLANNING FOR PHASE 1 35% COMPLETE ARCHITECTURAL

AND ENGINEERING DESIGN SERVICES FOR THE PROPOSED PLACENTIA

SENIOR/COMMUNITY CENTER
FISCAL
IMPACT: EXPENSE: $598,760 PROFESSIONAL SERVICES AGREEMENT BUDGET: $600,000 FY 2022-23 CAPITAL IMPROVEMENT PROGRAM BUDGET (105212-6850-229999)
SUMMARY:

The City created a working group of City Council Members, the City Administrator, and Staff from the Community Services Department, the Public Works Department, and the Police Department to review and prioritize park and facility improvement projects and prepare the City's Parks Initiative Plan ("Parks Initiative"). The Parks Initiative was approved by the City Council in June 2021. As a part of the Parks Initiative, it was determined that the City's aging Senior Center no longer adequately accommodates the community's needs, and the construction of a new facility should be explored. In this effort, a Blue -Ribbon Committee was established with the special purpose to identify the needs and design components of a proposed Senior/Community Center to be constructed at Tri -City Park.

Additionally, the City Council directed Staff to procure the services of an architectural firm to prepare the design plans for the new proposed facility to the 35% complete level along with developing an initial engineer's estimate outlining the total project cost, and to engage the County of Orange to discuss the possibility of the proposed facility being constructed at Tri -City Park.

Staff prepared a Request for Proposals from qualified architectural design teams to prepare the Phase I preliminary 35% architectural and engineering design package along with the initial project engineer's estimate. A total of ten (10) proposals for this project were received. A Selection Committee consisting of the Deputy City Administrator, Director of Development Services, Director of Community Services, and City Engineer reviewed the proposals. Additionally, three (3) members of the Blue -Ribbon Committee were appointed to a sub -committee to review the proposals and interview the top -three ranked firms. Concurrently, Staff met with the County of

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Orange to discuss the construction of the proposed facility at Tri -City Park. The County of Orange is agreeable to the idea of construction of the proposed facility at Tri -City Park and has worked collaboratively to draft a lease agreement for the use of Tri -City Park.

This action accepts the recommendation of the Blue -Ribbon Committee and awards a Professional Services Agreement to Group 4 Architecture for a not -to -exceed amount of $598,760 to provide the Phase I, 35% complete architectural and engineering design services for the proposed Placentia Senior/Community Center at Tri -City Park. Approval of the Professional Services Agreement is contingent upon the County of Orange approving the lease agreement for the use of Tri -City Park, which is expected in October or November.

RECOMMENDATION:

It is recommended that City Council take the following actions:

1. Accept the recommendation made by the Senior/Community Center Blue Ribbon Committee and award a Professional Services Agreement to Group 4 Architecture for a not -to -exceed amount of $598,760 to provide the Phase I, 35% complete architectural and engineering design services for the proposed Placentia Senior/Community Center; and

2. Authorize the City Administrator to approve any change orders up to 10% of the contract not -to -exceed amount, or $59,876; and

3. Authorize the City Administrator and/or his designee to execute all necessary documents, in a form approved by the City Attorney.

STRATEGIC PLAN STATEMENT:

This item is consistent with the City Council approved 5 -Year Strategic Plan Goal to Implement Public Infrastructure to Meet Community Needs and construct a Placentia Senior/Community Center, under Objective #5.1.

DISCUSSION:

On July 20, 2021, the City Council conducted a study session on the feasibility of the City constructing a new senior/community center. As a part of a working group, Councilmembers and Staff met to review and prioritize park improvement projects which ultimately developed into the Placentia Parks Initiative. The Initiative is aimed at improving and renovating aging park infrastructure, amenities, and facilities over the course of two (2) fiscal years as funding is available. As part of that effort, this team evaluated the City's current Senior Center facility located at the historic Powell Building in Old Town along with the programming, operations, and facility infrastructure. After evaluating the current location of the Senior Center, it was determined that the building does not adequately accommodate the needs of the City's growing senior population.

According to the SCAG 2019 Local Profile of the City of Placentia Report, between the years 2000 to 2018, the 65 plus age group represented the City's largest increase in population, growing from

9.1% to 13.8%. Of all the Placentia demographic age groups, the 65 plus group added the most

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population and this growth is anticipated to continue. The current Senior Center facility is 4,732 square feet and is located within a 100 -year-old building and does not adequately serve current and future needs of our residents and seniors. The Main Room in the facility is 1,254 square feet and is used for dining and most programming. Parking at the location is extremely limited and offers only six (6) standard parking stalls and one (1) Americans with Disability Act ("ADA") accessible stall. In comparison, the City of Yorba Linda's Community Center/Senior Center is 28,000 square feet with 315 parking spaces and the main hall is 4,018 square feet in size.

Currently, the City's Senior/Community Center building lacks the space to accommodate large groups and the needs of the growing population of seniors. The City is also one of the oldest cities in Orange County and is largely built out with limited open space. Data and statistics from SCAG's Local Profile Report, indicates that the City's population has significantly changed during the last 50 years and will continue to grow further depicting a need to provide programs and an adequate location that will enhance the quality of life for residents and seniors within the community.

After the study session, the City Council directed Staff to procure the services of an architectural firm to prepare the design plans for a new facility to the 35% complete level along with developing an initial engineer's estimate outlining the total project cost. In addition, the City Council directed Staff to develop a process for the formation of a Blue -Ribbon Committee to guide the design and implementation of the project and appointed two (2) Councilmembers to an Ad -Hoc Committee to work with Staff and the Blue -Ribbon Committee. Subsequently, on September 7, 2021, the City Council adopted Resolution R-2021-54 formally establishing a Blue -Ribbon Committee for the purposes of identifying the needs and design components of the proposed Senior/Community Center facility. Several of the Blue -Ribbon Committee members were also appointed that evening.

Concurrently throughout this process, Staff prepared a Request for Proposals to solicit bids from qualified architectural design teams to prepare the Phase I preliminary 35% architectural and engineering design package along with the initial project engineer's estimate. A total of ten (10) proposals for this project were received. A Selection Committee consisting of the Deputy City Administrator, Director of Development Services, Director of Community Services, and City Engineer reviewed the proposals. Additionally, three (3) members of the Blue -Ribbon Committee were appointed to a sub -committee to review the proposals and interview the top -three ranked firms. The following table outlines the combined final scores and rankings:

RANKING CONSULTANT
1 Group 4
2 Perkins Eastman
3 ELS
4 Dahlin Group
5 JKA
6 SVA
7 GGA
8 Sillman
9 Paul Murdoch
10 Infrastructure Engineers

TOTAL SCORE
280
273
271
268
260
259
248
239
238
209

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The proposals submitted by the top -three ranked firms were reviewed and evaluated by the Blue - Ribbon Consultant Selection Sub -Committee and were invited to a panel interview consisting of City Staff and the Blue -Ribbon Sub -Committee (Sub -Committee) to review their proposals and ask additional questions of the consultant teams. This process allowed the City to gain additional insights and information from these different teams with which to finalize any potential changes to the proposed project work scope. Group 4 (G4) was the highest ranked firm based upon their extensive experience in delivering similar senior and community centers as well as their understanding of the City's work scope and the City's vision for this facility. G4 was the lead design team on the recently completed Yorba Linda Public Library project which is a project that has been well-received, and the selection committee found to be an impressive representation of their experience and capabilities. The G4 team also developed draft building elevations at their expense as part of their presentation which was a key component in conveying their approach to the City's project and an excellent example of their skills and abilities which helped solidify the Blue -Ribbon Sub -Committee's recommendation to move forward with the G4 team. A reference check of past G4 clients yielded favorable results as those references were very happy with the level of service and expertise provided by G4. The G4 team has extensive experience in designing senior and community centers having designed numerous facilities throughout California. The Sub -Committee formally recommended that the City select G4 as the most qualified firm for this project and Staff agrees with their assessment. Accordingly, Staff recommends the City Council accept the recommendation made by the Sub -Committee and award this proposed Professional Services Agreement to G4 as the most qualified consultant evaluated for this project.

Separately sealed cost proposals were received from each firm and those provided by the top - three ranked firms were opened and evaluated at the conclusion of the interview process.

Consultant cost proposals are based upon hourly rates for each assigned project team member multiplied by the total number of allocated hours by task. Professional services agreements are awarded based on qualifications; however, cost proposals are considered only to the extent that the proposed cost is reasonable for the services to be delivered. The cost proposals noted in the table below reflect each consultant's cost to provide the 35% design effort:

Consultant 35% Complete Design Package
Group 4 $669,900
Perkins Eastman $467,750
ELS $754,285
Once the G4 team was identified as the top-ranked firm, Staff worked with G4 to refine their work scope and fee which was subsequently lowered to the proposed contract not -to -exceed amount of $598,760. The recommended contract scope of work limits the City's costs to the 35% complete level per City Council direction. The scope includes the preparation of a detailed needs assessment report as determined by the Blue -Ribbon Committee input on the form, fit, and finish of the new facility along with concept options and a schematic design.

The consultant will utilize the existing building floor plans previously developed as a starting point offering suggestions and improvements based upon the City's input along the way. These discussions will also include identifying the full range of furnishings, fixtures, and equipment to be used in the building. Based upon this input, a schematic design consisting of refined floor plans,

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exterior building elevations, project schedule, and schematic construction cost estimate will be developed and presented to the City Council for its consideration. The construction cost estimate developed at the 35% complete level is a more refined estimate based on detailed project schematics and up-to-date construction cost data as reported by other public agencies. It is anticipated the Phase I, 35% effort will be completed within six (6) months of the City issuing G4 a Notice to Proceed with this work.

At that juncture, the City Council can then evaluate and consider its options and provide Staff with policy direction on whether to proceed with finalizing the architectural and engineering design of the facility to the 100% complete level. If the City Council elects to proceed with Phase II of the project and complete the design effort to the 100% level, a formal Amendment to the consultant Agreement will need to be presented to City Council for its consideration and approval.

Staff has been working with the County of Orange to draft a ground lease agreement to construct the Placentia Senior/Community Center on County land at Tri -City Park. Staff is recommending that the Professional Services Agreement between the City and G4 consultant include a contingency clause that the approval of the agreement is contingent upon the approval of the County of Orange approving the lease agreement for the construction of a proposed Senior/Community Center. Should the City Council approve the agreement, the G4 team will begin meeting with the Blue -Ribbon Committee tomorrow evening, September 21 to begin receiving feedback. This meeting will not be part of the contingency clause and will be billed separately if the City needs to exercise the contingency clause. The Blue -Ribbon Committee is eager to start the design phase of the proposed center; therefore, Staff is recommending moving forward with the first meeting. Subsequent meetings will be on hold until the ground lease agreement is approved by the County.

FISCAL IMPACT:

The proposed contract not -to -exceed amount to provide the Phase I, 35% complete architectural and engineering design for the Placentia Public Safety Center totals $598,760. A total of $600,000 has been budgeted in the FY 2022-23 Capital Improvement Program Budget to cover the cost of the Phase 1 35% complete level. Accordingly, sufficient funds exist for the recommended actions.

Prepared by: Prepared
WAA W)Cji
Karen Crocker
Director of Community Services
Luis Estevez
Deputy City Administrator

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Reviewed and approved: Reviewed and approved:

Jennifer LampmanDamren R. Arrula =_
Director of Finance City Administrator
Attachments:

1. Professional Services Agreement with G4

2. Presentation

CITY OF PLACENTIA

PROFESSIONAL SERVICES AGREEMENT
WITH
Group 4 Architecture, Research + Planning, Inc.

THIS AGREEMENT is made and entered into this 5th day of July, 2022 ("Effective Date"), by and between the CITY OF PLACENTIA, a municipal corporation ("City"), and Group 4 Architecture, Research + Planning, Inc., a California corporation ("Consultant").

WITNESSETH:

A. WHEREAS, City proposes to utilize the services of Consultant as an independent contractor to provide accessibility design services, as more fully described herein; and B. WHEREAS, Consultant represents that it is "design professional" as that term is defined by California Civil Code Section 2782.8 and has that degree of specialized expertise contemplated within California Government Code Section 37103, and holds all necessary licenses to practice and perform the services herein contemplated; and C. WHEREAS, City and Consultant desire to contract for the specific services described in Exhibit "A" (the "Project") and desire to set forth their rights, duties and liabilities in connection with the services to be performed; and
D. WHEREAS, no official or employee of City has a financial interest, within the provisions of Sections 1090-1092 of the California Government Code, in the subject matter of this Agreement.

NOW, THEREFORE, for and in consideration of the mutual covenants and conditions contained herein, the parties hereby agree as follows:

1.0. SERVICES PROVIDED BY CONSULTANT

1.2. Professional Practices. All professional services to be provided by Consultant pursuant to this Agreement shall be provided in a manner consistent with the degree of care and skill ordinarily exercised by other reputable members of Consultant's profession practicing in the same or similar locality and under similar circumstances. Consultant also represents that it is familiar with all laws that may affect its performance of this Agreement and shall endeavor to keep itself informed and comply and advise City of any changes in any laws that may affect Consultant's performance of this Agreement. Consultant shall keep itself informed of State and Federal laws and regulations which in any manner affect those employed by it or in any way affect the performance of its service pursuant to this Agreement. The Consultant shall at all times observe and comply with all such laws and regulations. Officers and employees shall not be liable at law or in equity occasioned by failure of the Consultant to comply with this section.

Consultant also represents that it has ownership of all intellectual property being provided under this Agreement. Consultant makes no warranties or guarantees, express or implied, under this Agreement or otherwise in connection with Consultant's services except that the services will be performed consistent withteh standard of care stipulated herein.

1.3. Performance to Satisfaction of City. Consultant agrees to perform all the work to the complete satisfaction of the City and within the hereinafter specified. Evaluations of the work will be done by the City Administrator or his or her designee. If the quality of work is not satisfactory, City in its discretion has the right to:
(a) Meet with Consultant to review the quality of the work and resolve the matters of concern;
(b) Require Consultant to repeat the work at no additional fee until it is satisfactory; and/or
(c) Terminate the Agreement as hereinafter set forth.

1.4. Warranty. Consultant represents that it shall perform the services required by this Agreement in compliance with all applicable Federal and California employment laws, including, but not limited to, those laws related to minimum hours and wages; occupational health and safety; fair employment and employment practices; workers' compensation insurance and safety in employment; and all other Federal, State and local laws and ordinances applicable to the services required under this Agreement. Consultant shall indemnify and hold harmless City from and against all claims, demands, payments, suits, actions, proceedings, and judgments of every nature and description including attorneys' fees and costs, presented, brought, or recovered against City for, or on account of any liability under any of the above- mentioned laws, which may be incurred by reason of Consultant's performance under this Agreement.

Consultant's sole cost and expense. All insurance requirements contained in this Agreement are independently applicable to any and all subcontractors that Consultant may engage during the term of this Agreement.

2.0. COMPENSATION AND BILLING

2.1. Compensation. Consultant shall be paid in accordance with the fee schedule set forth in Exhibit "A". Consultant's total compensation shall not exceed Five Hundred Ninety -Eight Thousand Seven Hundred Sixty Dollars ($ 598,760.00).

2.3. Method of Billing.. Consultant may submit invoices to the City for approval on a progress basis, but no more often than two times a month. Said invoice shall be based on the total of all Consultant's services which have been completed to City's sole satisfaction. City shall pay Consultant's invoice within forty-five (45) days from the date City receives said invoice.

Each invoice shall describe in detail, the services performed, the date of performance, and the associated time for completion. Any additional services approved and performed pursuant to this Agreement shall be designated as "Additional Services" and shall identify the number of the authorized change order, where applicable, on all invoices.

3.0. TIME OF PERFORMANCE

3.2. Excusable Delays. Neither party shall be responsible for delays or lack of performance resulting from acts beyond the reasonable control of the party or parties. Such acts shall include, but not be limited to, acts of God, fire, strikes, material shortages, compliance with laws or regulations, riots, acts of war, or any other conditions beyond the reasonable control of a party. If a delay beyond the control of the Consultant is encountered, a time extension may be mutually agreed upon in writing by the City and the Consultant. The Consultant shall present documentation satisfactory to the City to substantiate any request for a time extension.

4.0. TERM AND TERMINATION

4.1. Term. This Agreement shall commence on the Effective Date and continue for a period of 36 months, ending on July 4, 2025, unless previously terminated as provided herein or as otherwise agreed to in writing by the parties.

4.2. Notice of Termination. The City reserves and has the right and privilege of canceling, suspending or abandoning the execution of all or any part of the work contemplated by this Agreement, with or without cause, at any time, by providing at least fifteen (15) days prior written notice to Consultant. The termination of this Agreement shall be deemed effective upon receipt of the notice of termination. In the event of such termination, Consultant shall immediately stop rendering services under this Agreement unless directed otherwise by the City. If the City suspends, terminates or abandons a portion of this Agreement such suspension, termination or abandonment shall not make void or invalidate the remainder of this Agreement.

e. Suffer any judgment against it to remain unsatisfied or unbonded of record for thirty (30) days or longer; or
f. Institute or suffer to be instituted any procedures for reorganization or rearrangement of its affairs.

4.3. Compensation. In the event of termination, City shall pay Consultant for reasonable costs incurred and professional services satisfactorily performed up to and including the date of City's written notice of termination within thirty-five (35) days after service of the notice of termination. Compensation for work in progress shall be prorated based on the percentage of work completed as of the effective date of termination in accordance with the fees set forth herein. In ascertaining the professional services actually rendered hereunder up to the effective date of termination of this Agreement, consideration shall be given to both completed work and work in progress, to complete and incomplete drawings, and to other documents pertaining to the services contemplated herein whether delivered to the City or in the possession of the Consultant. City shall not be liable for any claim of lost profits.

5.0. INSURANCE

5.1. Minimum Scope and Limits of Insurance. Consultant shall obtain, maintain, and keep in full force and effect during the life of this Agreement all of the following minimum scope of insurance coverages with an insurance company admitted to do business in California, rated "A," Class X, or better in the most recent Best's Key Insurance Rating Guide, and approved by City:
(a) Broad -form commercial general liability, in a form at least as broad as ISO from #CG 00 01 04 13, including premises -operations, products/completed operations, broad form property damage, blanket contractual liability, independent contractors, personal injury or bodily injury with a policy limit of not less than One Million Dollars ($1,000,000.00), combined single limits, per occurrence. If such insurance contains a general aggregate limit, it shall apply separately to this Agreement or shall be twice the required occurrence limit. If Consultant maintains higher limits that the spedified minimum limits, City requires and shall be entitled to coverage for the high limits maintained by the Consultant.
(b) Workers' compensation insurance as required by the State of California and Employers Liability Insurance with a minimum limit of $1,000,000 per accident for any employee or employees of Consultant. Consultant agrees to waive, and to obtain endorsements from its workers' compensation insurer waiving subrogation rights under its workers' compensation insurance policy against the City, its officers, agents, employees, and volunteers for losses arising from work performed by Consultant for the City and to require each of its subcontractors, if any, to 5 Group 4

do likewise under their workers' compensation insurance policies.

Before execution of this Agreement by the City, the Consultant shall file with the Public Works Director/City Engineer the following signed certification:

The City, its officers and employees shall not be responsible for any claims in law or equity occasioned by failure of the consultant to comply with this section.
(c) Professional errors and omissions ("E&O") liability insurance with policy limits of not less than One Million Dollars ($1,000,000.00), combined single limits, per occurrence and aggregate. Architects' and engineers' coverage shall be endorsed to include contractual liability. If the policy is written as a "claims made" policy, the retro date shall be prior to the start of the contract work. Consultant shall obtain and maintain, said E&O liability insurance during the life of this Agreement and for three years after completion of the work hereunder.

If Consultant believes that any such insurance coverage is insufficient, Consultant shall provide, at its own expense, such additional insurance as Consultant deems adequate.

5.2. Endorsements. The commercial general liability insurance policy and business automobile liability policy shall contain or be endorsed to contain the following provisions as worded below:
(a) Additional insureds: "The City of Placentia and its elected and appointed boards, officers, officials, agents, employees, and volunteers are addition- al insureds with respect to: liability arising out of activities performed by or on behalf of the Consultant pursuant to its contract with the City; products and completed operations of the Consultant; and premises owned, occupied or used by the Consultant."
(b) Notice: "Consultant shall provide immediate written notice if (1) any of the required insurance policies is terminated; (2) the limits of any of the required polices are reduced; (3) or the deductible or self insured retention is increased. In the event of any cancellation or reduction in coverage or limits of any insurance, Consultant shall forthwith obtain and submit proof of substitute insurance. Should Consultant fail to immediately procure other insurance, as specified, to substitute for any 6 Group 4

canceled policy, the City may procure such insurance at Consultant's sole cost and expense."
(c) Other insurance: "The Consultant's insurance coverage shall be primary insurance as respects the City of Placentia, its officers, officials, agents, employees, and volunteers. Any other insurance maintained by the City of Placentia shall be excess and not contributing with the insurance provided by this policy."
(d) Any failure to comply with the reporting provisions of the policies shall not affect coverage provided to the City of Placentia, its officers, officials, agents, employees, and volunteers.
(e) The Consultant's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability.

5.3. Deductible or Self Insured Retention. If any of such policies provide for a deductible or self-insured retention to provide such coverage, the amount of such deductible or self-insured retention shall be approved in advance by City. No policy of insurance issued as to which the City is an additional insured shall contain a provision which requires that no insured except the named insured can satisfy any such deductible or self-insured retention.

5.4. Certificates of Insurance. Consultant shall provide to City certificates of insurance showing the insurance coverages and required endorsements described above, in a form and content approved by City, prior to performing any services under this Agreement. The certificates of insurance and endoresements shall be attached hereto as Exhibit "B" and incorporated herein by this reference.

5.5. Non -limiting.. Nothing in this Section shall be construed as limiting in any way, the indemnification provision contained in this Agreement, or the extent to which Consultant may be held responsible for payments of damages to persons or property.

6.0. GENERAL PROVISIONS

6.1. Entire Agreement. This Agreement constitutes the entire agreement between the parties with respect to any matter referenced herein and supersedes any and all other prior writings and oral negotiations. This Agreement may be modified only in writing, and signed by the parties in interest at the time of such modification. The terms of this Agreement shall prevail over any inconsistent provision in any other contract document appurtenant hereto, including exhibits to this Agreement.

6.3. Project Managers. City shall designate a Project Manager to work directly with 7 Group 4

Consultant in the performance of this Agreement. It shall be the Consultant's responsibility to assure that the Project Manager is kept informed of the progress of the performance of the services and the Consultant shall refer any decision, which must be made by City, to the Project Manager. Unless otherwise specified herein, any approval of City required hereunder shall mean the approval of the Project Manager.

6.4. Notices. Any notices, documents, correspondence or other communications concerning this Agreement or the work hereunder may be provided by personal delivery, facsimile or if mailed, shall be addressed as set forth below and placed in a sealed envelope, postage prepaid, and deposited in the United States Postal Service. Such communication shall be deemed served or delivered: a) at the time of delivery if such communication is sent by personal delivery; b) at the time of transmission if such communication is sent by facsimile; and c) 72 hours after deposit in the U.S. Mail as reflected by the official U.S. postmark if such communication is sent through regular United States mail.

IF TO CONSULTANT:

Group 4 Architecture, Research, +
Planning Inc.
211 Linden Avenue
South San Francisco, CA 94080
Tel: 650-871-0709 x217
Attn: Dawn Merkes
IF TO CITY:

City of Placentia
401 E. Chapman
Placentia, CA 92870
Tel: 714-993-8120
Fax: 714-528-4640
Attn: Luis Estevez

6.6. Governing Law. This Agreement shall be governed by and construed under the laws of the State of California without giving effect to that body of laws pertaining to conflict of laws. In the event of any legal action to enforce or interpret this Agreement, the parties hereto agree that the sole and exclusive venue shall be a court of competent jurisdiction located in Orange County, California. Consultant agrees to submit to the personal jurisdiction of such court in the event of such action.

6.7. Assignment. Consultant shall not voluntarily or by operation of law assign, transfer, sublet or encumber all or any part of Consultant's interest in this Agreement without City's prior written consent. Any attempted assignment, transfer, subletting or encumbrance shall be void and shall constitute a breach of this Agreement and cause for termination of this Agreement. Regardless of City's consent, no subletting or assignment shall release Consultant of Consultant's obligation to perform all other obligations to be performed by Consultant hereunder for the term of this Agreement.
8 Group 4

6.8. Indemnification and Hold Harmless. Consultant agrees to defend, indemnify, hold free and harmless the City, its elected and appointed officials, officers, agents and employees, at Consultant's sole expense, from and against any and all claims, demands, actions, suits or other legal proceedings arising out of, pertaining to, or relating to the negligence, recklessness, or willful misconduct of Consultant brought against the City, its elected and appointed officials, officers, agents and employees arising out of the performance of the Consultant, its employees, and/or authorized subcontractors, of the work undertaken pursuant to this Agreement. The defense obligation provided for hereunder shall apply apply whenever any claim, action, complaint or suit asserts liability against the City, its elected and appointed officials, officers, agents and employees based upon the negligence, recklessness, or willful misconduct of the Consultant, its employees, and/or authorized subcontractors under this Agreement, whether or not the Consultant, its employees, and/or authorized subcontractors are specifically named or otherwise asserted to be liable. Notwithstanding the foregoing, the Consultant shall not be liable for the defense or indemnification of the City for claims, actions, complaints or suits arising out of the sole active negligence or willful misconduct of the City.

Consultant has no obligation to pay for any of the City's or any indemnitee's defense related costs prior to a final determination of liability. This provision shall supersede and replace all other indemnity provisions contained either in the City's specifications or Consultant's Proposal, which shall be of no force and effect.

6.9. Independent Contractor. Consultant is and shall be acting at all times as an independent contractor and not as an employee of City. Consultant shall have no power to incur any debt, obligation, or liability on behalf of City or otherwise act on behalf of City as an agent. Neither City nor any of its agents shall have control over the conduct of Consultant or any of Consultant's employees, except as set forth in this Agreement. Consultant shall not, at any time, or in any manner, represent that it or any of its or employees are in any manner agents or employees of City. Consultant shall secure, at its sole expense, and be responsible for any and all payment of Income Tax, Social Security, State Disability Insurance Compensation, Unemployment Compensation, and other payroll deductions for Consultant and its officers, agents, and employees, and all business licenses, if any are required, in connection with the services to be performed hereunder. Consultant shall indemnify and hold City harmless from any and all taxes, assessments, penalties, and interest asserted against City by reason of the independent contractor relationship created by this Agreement. Consultant further agrees to indemnify and hold City harmless from any failure of Consultant to comply with the applicable worker's compensation laws. City shall have the right to offset against the amount of any fees due to Consultant under this Agreement any amount due to City from Consultant as a result of Consultant's failure to promptly pay to City any reimbursement or indemnification arising under this paragraph.

Notwithstanding any other agency, state or federal policy, rule, regulation, law or ordinance to the contrary, Consultant and any of its employees, agents, and subcontractors providing service under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any claims to, any compensation, benefit, or any incident of employment by City, including but not limited to eligibility to enroll in PERS as an employee of City and entitlement to 9 Group 4

any contribution to be paid by City for employer contribution and/or employee contributions for PERS benefits.

6.12. Ownership of Documents. All findings, reports, documents, information and data including, but not limited to, computer tapes or discs, preliminary notes, working documents, files and tapes furnished or prepared by Consultant or any of its subcontractors in the course of performance of this Agreement, shall be and remain the sole property of City. Consultant agrees that any such documents or information shall not be made available to any individual or organization without the prior consent of City, but shall be made available to the City within ten (10) days of request or within ten (10) days of termination. Any use of such documents for other projects not contemplated by this Agreement, and any use of incomplete documents, shall be at the sole risk of City and without liability or legal exposure to Consultant. City shall indemnify and hold harmless Consultant from all claims, damages, losses, and expenses, including attorneys' fees, arising out of or resulting from City's use of such documents for other projects not contemplated by this Agreement or use of incomplete documents furnished by Consultant.

6.15. Responsibility for Errors. Consultant shall be responsible for its work and results under this Agreement. Consultant, when requested, shall furnish clarification and/or explanation as may be required by the City's representative, regarding any services rendered under this Agreement at no additional cost to City. In the event that an error or omission attributable to 10 Group 4

Consultant occurs, then Consultant shall, at no cost to City, provide all necessary design drawings, estimates and other Consultant professional services necessary to rectify and correct the matter to the sole satisfaction of City and to participate in any meeting required with regard to the correction.

6.16. Prohibited Employment. Consultant will not employ any regular employee of City while this Agreement is in effect. Furthermore, Consultant will comply with the following:
(a) Unauthorized Aliens. Consultant hereby represents and warrants that it will comply with all of the provisions of the Federal Immigration and Nationality Act, 8 U.S.C.A. §§ 1101, et seq., as amended, and in connection therewith, shall not employ unauthorized aliens as defined therein. Should Consultant so employ such unauthorized aliens for the performance of any work and/or services under this Agreement, and should any liability or sanctions be imposed against City for such use of unauthorized aliens, Consultant hereby agrees to reimburse City for any and all liabilities, actions, suits, claims, demands, losses, costs, judgments, arbitration awards, settlements, damages, demands, orders, or penalties which arise out of or are related to such employment, together with any and all costs, including attorneys' fees, incurred by City. (b) E-Verifv. If Consultant is not already enrolled in the U.S. Department of Homeland Security's E -Verify program, Consultant shall enroll in the E - Verify program within fifteen (15) days of the effective date of this Agreement to verify the employment authorization of employees assigned to perform work hereunder. Consultant shall verify employment authorization within three (3) days of hiring a new employee to perform work under this Agreement. Information pertaining to the E -Verify program can be found at http://www.uscis.gov , or access the registration page at https://e-verifv.uscis.gov/enroll . Consultant shall certify its registration with E -Verify and provide City its registration number within sixteen days of the effective date of this Agreement. Failure to provide certification will result in withholding payment until full compliance is demonstrated.

6.19. No Third Party Beneficiary Rights. This Agreement is entered into for the sole benefit of City and Consultant and no other parties are intended to be direct or incidental beneficiaries of this Agreement and no third party shall have any right in, under or to this Agreement.
11 Group 4

6.20. Headings. Paragraphs and subparagraph headings contained in this Agreement are included solely for convenience and are not intended to modify, explain or to be a full or accurate description of the content thereof and shall not in any way affect the meaning or interpretation of this Agreement.

6.22. Amendments. Only a writing executed by the parties hereto or their respective successors and assigns may amend this Agreement.

6.24. Severabilitv. If any provision of this Agreement is determined by a court of competent jurisdiction to be unenforceable in any circumstance, such determination shall not affect the validity or enforceability of the remaining terms and provisions hereof or of the offending provision in any other circumstance. Notwithstanding the foregoing, if the value of this Agreement, based upon the substantial benefit of the bargain for any party, is materially impaired, which determination made by the presiding court or arbitrator of competent jurisdiction shall be binding, then both parties agree to substitute such provision(s) through good faith negotiations.

IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed by and through their respective authorized officers, as of the date first above written. 12 Group 4

CITY OF PLACENTIA,
A municipal corporation
Damien R. Arrula, City Administrator
ATTEST:

Robert S. McKinnell, City Clerk and ex -officio Clerk
of the City of Placentia

CONSULTANT
Signature
Name and Title
Social Security or Taxpayer ID Number
APPROVED AS TO FORM:

Christian L. Bettenhausen, City Attorney
APPROVED AS TO INSURANCE:

Rosanna Ramirez, Risk Management
APPROVED AS TO CONTENT:

Luis Estevez, Project Manager

DEPARTMENTAL APPROVAL
Luis Estevez, Deputy City Administrator
13 Date:

Date:

Group 4

EXHIBIT A

CONSULTANT'S PROPOSAL AND SCOPE OF WORK
14 Group 4

City of Placentia
A/E Design Services for the
Senior/Community Center
Proposal I Revised 05-03-2022
(.."-A/GROUP 4

GROUPn4
4 ARCHITECTURE
RESEARCH +

PLANNING, INC
211 LINDEN AVENUE
SO. SAN FRANCISCO
CA 94080 USA
T:650.871.0709
F.650.871.7911
www. g4arch. corn

JONATHAN HARTMAN

ARCHITECT
DAWN E. MERKES

ARCHITECT

DAVID SCHNEE

ARCHITECT

ANDREA GIFFORD

ARCHITECT

CAROLYN CARLBERG

ARCH ITECT

GARY CHING

ARCH ITECT

HARDING DOWELL

ARCH ITECT

JILL EYRES

ARCH ITECT

DANIEL L AROSSA

ARCH ITECT
WILLI A M 11 M

ARCH ITECT

TERESA ROM

ARCH ITECT
2 December 2021 (revised 05/03/2022)
Luis Estevez, Deputy City Administrator

CITY OF PLACENTIA
401 East Chapman Avenue
Placentia, CA 92870
Re: PROFESSIONAL ARCHITECTURAL AND ENGINEERING DESIGN SERVICES

FOR THE PLACENTIA SENIOR/COMMUNITY CENTER
Dear Mr. Estevez and Members of the Selection Committee:

Group 4 Architecture, Research + Planning, Inc. is pleased to submit our proposal for the new Placentia Senior/Community Center. This project represents an important opportunity to create a modern, flexible, and sustainable new center that brings together national best practices in design and operations, innovative services, and the Placentia community's distinct vision and values. We share the City's commitment to ongoing engagement of the Placentia community in developing the vision, and will facilitate a planning and design process that builds a strong foundation of support and momentum for successful funding and project implementation.

Group 4 has more than four decades of experience working with California communities to develop beautiful and sustainable community facilities. Each Group 4 project is planned and designed to respond to and reflect the vision and values of its community, while incorporating new innovations and best practices from around the country. For each project, we use our distinctly interactive approach to effectively engage staff, stakeholders, and comittee members in the planning and design process — resulting in local and national recognition for innovation and excellence in senior/community center programming and operations as well as for design and sustainability.

Recent examples of Group 4's award-winning projects include our new Yorba Linda Library and Cultural Arts Center, our new senior/community Center at District 56 in Elk Grove, and our new Boulevard Community Center in Dublin. Our Mitchell Park Center in Palo Alto received an Award of Excellence from the California Parks & Recreation Society among numerous other honors, and our San Leandro Senior/Community Center was recognized for design excellence by the National Recreation & Park Association. Our zero - net -energy Burlingame Community Center features many design and operational innovations relevant to the Placentia Senior/Community Center as well.

Group 4 is pleased to offer a highly experienced team for the Placentia Senior/Community Center project led by firm principals and associates with decades of relevant project experience. Principal-in-Charge/Project Manager Dawn Merkes has extensive experience working with and designing for seniors and an unparalleled record of success in helping communities develop a shared vision for public facilities and strong support for capital funding strategies. Dawn will be joined for this project by Principal Project Architect Jonathan Hartman and Principal Designer Andrea Gifford, who together with Dawn have led many successful, award-winning projects including the West Sacramento Community Center and Concord Senior Citizens Center. We are also proposing a team of landscape, m:\proposals\2021\985 placentia scc\revised proposal 2022-04-29\0-1121 revl.docx

C4
2 December 2021 (revised 05/03/2022) Luis Estevez, Deputy City Administrator Page 2 engineering, and cost consultants with whom we have partnered on other successful public projects.

We have developed a proposed project approach and work plan for the new Placentia Senior/Community Center based on our understanding of this project and our experience with other similar projects. Highlights of our proposed approach include a proven participatory design process which includes working closely with the appointed Blue - Ribbon Committee, stakeholder interviews, and study sessions and presentations to the Park Arts and Recreation Commission, the Planning Commission, and City Council. We are also proposing technical meetings and our signature Integrated Design Workshops at each phase of the project to work with City staff and our consultant team to ensure a smooth review process and a well -coordinated design.

In this proposal we present a detailed work plan for an efficient, interactive process through Phase I Schematic Design (35% design documents), and an overview of our proposed process for Phases I and II. We have not had the opportunity to review our proposed approach with the City yet, and look forward to working with you to refine our proposal to meet your project needs.

To summarize our qualifications, the Group 4 team offers:

Excellence in planning and design. We will bring our decades of experience working with diverse communities, seniors, and community leaders to bear on the design process for the new Placentia Senior/Community Center. The result will be a beautiful, innovative, and sustainable new community "centerpiece" that responds to Placentia's needs, reflects its vision and values, and supports diverse senior and multigenerational programming.

A proven participatory process. Our engaging, information -forward design approach is key to the success of our community projects. Providing detailed information on the needs assessment, site analysis, and design strategies will allow the Blue Ribbon Committee to fully understand the pros and cons of each option, and to confidently move ahead with recommendations to the City Council. This proven process will develop consensus and build excitement and momentum for the next phases of design and implementation.

Comprehensive sustainability. The Group 4 team is committed to ecological and operational sustainable design, with experience on multiple ZNE, CalGreen, and LEED Platinum -certified projects. Our design will respond to Placentia's climate, the specific opportunities of the site, and the City's goals and priorities for energy efficiency and performance. We will also work with City staff to ensure that the center is operationally sustainable, providing an exceptional customer experience while meeting revenue generation and cost recovery targets.

Placentia's unique character presents an opportunity to create an innovative and truly responsive center that supports the community's active lifestyle. The new center's role as a multigenerational community destination for a multitude of uses has clear implications for design of the building, which will emphasize space for people and flexible support for a wide variety of activities.

C4
2 December 2021 (revised 05/03/2022) Luis Estevez, Deputy City Administrator Page 3 We look forward to the opportunity to discuss our qualifications, proposed approach, and interest in this exciting project with you. Please feel free to contact us with questions or for additional information.

Sincerely,
GROUP 4 ARCHITECTURE, RESEARCH + PLANNING, INC.
ke/tiedd
acw_ r
Dawn Merkes Andrea Giffo d
Principal Principal
[email protected] [email protected]
(650) 871-0709x217 (650) 871-0709x218
nathan Hartman
Principal
[email protected]
(650) 871-0709x230

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GROUP
GROUP 4 FIRM INTRODUCTION
Group 4 Architecture, Research + Planning, Inc., is a full-service architecture firm dedicated to creating vibrant public places that cultivate dynamic communities. For more than four decades, our inspired and talented staff has provided quality services to public clients and the cities, counties, and districts they serve. Our distinctly inclusive design process engages diverse user, staff, and stakeholder groups in shaping the future of their communities.

Exceeding our clients' expectations for facilities that create and communicate a vision for their communities is a key reason behind the success of our projects and the fact that more than half of our business is for repeat clients. We are active in professional organizations such as the American Institute of Architects and the California Parks and Recreation Society. Most of our professional staff are LEED accredited and we are committed to the AIA's 2030 Challenge.

Each Group 4 project is planned and designed to reflect its community and attract building users to discover, experience, enjoy, and remember the spaces and services. Our projects offer a range of gathering spaces that meet the diverse needs of visitors, whether they are individuals, families, or groups seeking out formal and informal events, drop-in or on -demand services, or reserved spaces. Group 4 understands that community centers mean different things to different people. We have built our reputation on assessing, planning, designing, and building community centers that not only respond to diverse needs for learning and playing, but also engage visitors with vibrant, dynamic spaces that encourage activity and engagement.

Concord Senior Citizens Center
San Leandro Senior Center

U I ii: u1 1 ipp�ij j

EXCELLENCE IN DESIGN
Each of Group 4's projects is designed to celebrate and reflect the values of their community and the essence of its location. Our design philosophy is based on understanding that excellent architecture requires the melding of aesthetic, functionality, and sustainability.

Our Yorba Linda Library and Cultural Arts Center and Boulevard Recreation Center are just two examples of award-winning Group 4 projects that deliver on all aspects of design.

Seniorcenterprogramming and design requiresspecial considerations so that all seniors can enjoy the benefits at their highest capacity. What Group 4 also understands — through our dozens of successful senior and community center projects — is that intuitive and easy wayfinding, adequate and balanced lighting, thoughtful furnishings, excellent acoustical and audio design, and other universal design strategies make our centers welcoming and accessible for community members of all ages. We also know that multi -generational, multi -use centers — such as our Mitchell Park Center in Palo Alto — are most successful when they are planned and designed with operational flexibility and sustainability in mind from the earliest project phases.

We envision a vibrant, innovative, flexible, and sustainable new Placentia Senior/Community Center that is seamlessly integrated into Tri -City Park. Relevant projects in Group 4's portfolio include our new Burlingame Community Center, which enhances its city park setting and provides a wide range of flexible, well-equipped spaces for diverse programs and activities. It is also designed for a high degree of efficiency and sustainability, from flexible operational modes to Net -Zero -Energy performance.

Mitchell Park Center
Burlingame Community Center. More project
information on page 14.

Boulevard Recreation Center. More project
information on page 15.

ENGAGING PROCESS
Group 4 has developed our participatory design process over the course of more four decades and hundreds of successful community projects. What sets our process apart is our proven record of building a shared vision, consensus, and momentum for public projects that reflect and celebrate community priorities and values.

Our proposed process for Placentia's Senior/Community Center builds on the City's strong foundation of stakeholder engagement and support to date. It is designed to bring diverse voices into the programming and design process, to build stakeholder and community awareness and support, and to give City leadership the information to make decisions efficiently and confidently.

We used a similar process for our San Bruno Recreation Center, which more than doubles the size of the former building in City Park. We engaged thousands of stakeholders and community residents in the programming and design process through multiple methods, including town hall and open house events, surveys, City Council and commission presentations, and a stakeholder committee that created strong ambassadors for the project.

San Bruno Recreation + Aquatic Center.

More project information on page 16.

SUCCESSFUL PROJECT DELIVERY
Critical for the success of public projects is comprehensive and accountable budgeting. The Group 4 team understands the need to develop realistic budgets from the earliest project phase, and the importance of including all soft and hard costs, from construction to furniture to signage and development costs. Our proposed design team for the Placentia Senior/Community Center has years of experience working together to develop accurate budgets and to deliver projects successfully within them. Many of our key consultant team members collaborated with Group 4 on our award-winning multigen Community Center at District 56 in Elk Grove, where we assisted in developing early project budgets and designed the project successfully within the estimated construction cost.

The Group 4 team is committed to principal participation from the beginning of the Placentia Senior/Community Center project through closeout. Our Principal/Project Manager, Dawn Merkes, brings nearly 40 years of experience in senior and community center design, 10 years of experience as a commissioner on San Mateo County's Commission on Aging, and an unparalleled record of helping cities strategically transform their vision into reality. Principals Andrea Gifford and Jonathan Hartman will work closely with Dawn to design inspiring, sustainable, and award-winning architecture — as they did for the Yorba Linda Library and Cultural Arts Center, among other projects. Associate Architect Teresa Rom is a technical specialist in high-performance public architecture and her leadership in design and construction administration will contribute to a well -coordinated documents and a smooth delivery process.

Yorba Linda Library + Community Arts Center.

More project information on page 12.

Community Center at District56, Elk Grove. More
project information on page 13.

CITY OF

PLACENTIA

CITY COUNCIL

PARKS, ARTS,

AND RECREATION

COMMISSION

SENIOR ADVISORY

COMMITTEE

BLUE RIBBON COMMITTEE

CITY STAFF
GROUP 4 ARCHITECTURE
Dawn Merkes
Principal -in -Charge, Project Manager
Andrea Gifford
Principal Designer
Jonathan Hartman
Principal Project Architect
Teresa Rom
Associate Architect

CONSULTANT TEAM
KPFF Consulting Engineers
Structural & Civil Engineering
Integral Design Group
Mechanical, Plumbing & FP Engineering
O'Mahony & Myer
Electrical Engineer & Lighting
Smith, Fause, & McDonald
Acoustics/AV & Security
Ninyo & Moore
Geotechnical & Environmental Engineers
SWA Group
Landscape Architect
TBD Consultants
Cost Estimator
The Marshall Associates
Kitchen

ARCHITECTURAL TEAM
Our Group 4 team has an excellent track record of creating vibrant senior/community facilities that are transformational projects that reflect and celebrate their unique communities. We have worked with key members of our proposed project team for more than 15 years on projects of similar size, scale and type. We believe that together our experience, technical skill, and participatory design process is what will help the new Placentia Senior/Community Center move from a vision to reality.

Key members of our Group 4 team are described below. Resumes of our team are included on the following pages.

Principal in Charge/Project Manager Dawn Merkes has worked on most of Group 4's senior, community, and recreation center projects over the past 35+ years and brings extensive knowledge and perspective. Dawn will be the primary point of contact for the City throughout the project. She will oversee project management, participation, and development of the program, concept options, project cost model, and schematic design.

Principal Designer Andrea Gifford will work hand in hand with Dawn on the concept/schematic design development and
project participation. Andrea brings extensive experience designing beautiful, flexible, and operationally sustainable senior/community centers and will develop compelling and resonant concepts for the Placentia project.

Principal Project Architect Jonathan Hartman will work closely with Dawn and Andrea to ensure that architectural and engineered systems are well integrated, effectively translated into the design documents, and consistent with the community's design vision.

Jonathan will also oversee the development of sustainable design strategies for the project to ensure that the new center meets and exceeds the City's expectations for a building that is environmentally responsible and resilient.

Associate Architect Teresa Rom will oversee the transition of the project from schematic design through construction documents and construction administration. She has an excellent record of partnering with contractors and clients to ensure that community recreation projects are delivered on time and within budget.

DAWN MERKES AIA LEED

PRINCIPAL -IN -CHARGE
Dawn Merkes is an active proponent of user -based planning for public projects. The interactive planning process she helped Group 4 develop results in partnerships and facilities that meet user needs for decades to come. Given her strong communication skills and excellent public meeting facilitation abilities, it is no surprise that Dawn excels in working with communities and stakeholders to create a vision that ultimately leads to facilities that have a significant impact on people's daily lives.

Dawn has an excellent record in managing the design process, including for complex and high-profile projects. As project manager for the Walnut Creek Library, Dawn was able to align the project scope with both the City's budget and the community's expectations for design and services. For the West Sacramento Community Center, she was able to help the City balance its program and budget without sacrificing service levels to the community.

EDUCATION AND REGISTRATION
Bachelor of Architecture, Montana State University, Bozeman Registered Architect, State of California, C24206
LEED Accredited Professional BD -FC

REPRESENTATIVE PROJECTS
• Burlingame Community Center
• The Center at District56, Elk Grove
• San Jose Roosevelt Community/Teen Center
• Millbrae Community Center
• Boulevard Recreation Center
• San Bruno Recreation Center
• Palo Alto Mitchell Park Library + Community Center
• Palo Alto Rinconada Library
• Palo Alto Downtown Library
• Walnut Creek Library
• Yorba Linda Library + Community Arts Center
• Alameda (City) Parks & Recreation Facilities Master Plan • Alameda (City) Krusi Park Community Center
• San Mateo Recreation Facilities Master Plan
• Marin City Community Center
• West Sacramento Community Center
• San Rafael Albert J. Boro Park Library + Community Center • San Pablo Library
• Placentia Library Study
Dawn Merkes
References:

Margaret Glomstad
Director of Park & Recreation Dept.

City of Burlingame
p: (650) 558-7300
e: [email protected]
Brigitte Shearer
Parks & Recreation Director
City of Belmont
p: (650) 595-7488
e: [email protected]
Jovan Grogan
City Manager
City of San Bruno
p: (650) 616-7056
e: [email protected]
Burlingame Community Center

ANDREA GIFFORD RA LEED

PRINCIPAL DESIGNER
Andrea Gifford works with clients and communities to create functional spaces, fluid circulation, and vibrant design solutions. Her designs are as unique and diverse as the communities they serve, reflecting and celebrating distinctive local culture and values. Andrea excels at working with staff, stakeholders, and community members of all ages, with an engaging facilitation style that helps participants imagine new possibilities for community facilities.

Andrea has developed vibrant designs for many award-winning community recreation projects, including the Mitchell Park Center in Palo Alto, the West Sacramento Community Center, and the Yorba Linda Library + Cultural Arts Center. She was the design lead for the Boulevard Recreation + Aquatics Center, which recently won a People's Choice Award from the San Mateo County Chapter of the American Institute of Architects.

EDUCATION AND REGISTRATION
Bachelor of Science, Architectural Studies, University of Illinois, Urbana -Champaign
Registered Architect, State of California, C32830
LEED Accredited Professional ID+c

REPRESENTATIVE PROJECTS
• The Center at District56, Elk Grove
• Albert J. Boro Community Center + Gym, San Rafael
• Belmont Community Center
• Boulevard Recreation + Aquatics Center
• Burlingame Recreation Center
• Concord Senior Citizens Center
• Krusi Park Community Center, Alameda
• Lucie Stern Community Center, Palo Alto
• Millbrae Community Center
• Pittsburg Senior Center
• San Leandro Senior Community Center
• Mitchell Park Community Center + Library, Palo Alto
• Yorba Linda Library + Cultural Arts Center
• Elk Grove Old Town Library
• San Jose Roosevelt Community Center
• San Jose Environmental Innovation Center
• West Sacramento Community Center
Andrea Gifford
References:

Josh Roden, VP Land and Planning
Brookfield Residential
p: (925) 314-4022
e: [email protected]
City of West Sacramento
Randy Goodwin, City Architect
p: (916) 617-4660
e: [email protected]
Alameda County Library
Cindy Chadwick, County Librarian
p: (510) 745-1510
e: [email protected]
Albert J. Boro Community Center + Gym
League of California Cities Helen Putnam Award
AIA San Mateo County Citation Award
IESNA Northern California Section Award of Merit

JONATHAN HARTMAN

PRINCIPAL ARCHITECT
Jonathan Hartman leads Group 4's technical design and construction administration team, helping clients and designers evaluate and incorporate innovative and proven architectural strategies. Jonathan's projects are characterized by excellent budget and schedule performance, and he builds effective and collaborative partnerships with consultant and construction teams.

Jonathan's projects are characterized by excellent budget and schedule performance, and he builds effective and collaborative partnerships with consultant and construction teams. He has also managed projects with innovative and complex sustainable design elements, such as the multiple award-winning LEED-NC Gold Roosevelt Community Center in San Jose and the LEED-NC Platinum Mitchell Park Community Center in Palo Alto.

EDUCATION AND REGISTRATION
Master of Architecture, University of California, Berkeley Bachelor of Architecture, Cal Poly Pomona
Registered Architect, State of California, C30361
LEED Accredited Professional BD -FC

REPRESENTATIVE PROJECTS
• Burlingame Community Center
• Millbrae Community Center
• The Center at District56, Elk Grove
• Palo Alto Mitchell Park Library + Community Center
• Palo Alto Downtown Library Renovation
• Palo Alto Rinconada Library Renovation/Expansion
• Yorba Linda Public Library and Cultural Arts Center
• San Jose Environmental Innovation Center
• San Jose Roosevelt Community/Teen Center
• Krusi Park Recreation Center
• San Rafael Albert J. Boro Park Library + Community Center • Anaheim Euclid + Sunkist Library Renovations
• Carlsbad Cole + Dove Library Modernizations
• West Sacramento Community + Arts Center
• San Lorenzo Library
• Skyline College B19 Assessment + Adaptive Reuse
Jonathan Hartman
References:

Peggy Huang, Mayor
Yorba Linda Public Library
p: (714) 875-1505
e: [email protected]
City of Burlingame
Margaret Glomstad, Director of Park &
Recreation Dept.
p: (650) 558-7300
e: [email protected]
City of Belmont
Brigitte Shearer, Parks & Recreation
Director
p: (650) 595-7488
e: [email protected]
San Jose Roosevelt Community Center
Project of the Year —American Public Works
Association
Award of Excellence — California Park & Recreation
Society
ED+C Excellence in Design Award
Green Project of the Year -Public — Silicon Valley
Business Times
2010 Top Storm water Project — Storm Water Solutions
Storm Water Pollution Prevention Award — SJPW
LEED-NC Gold
03 TERESA ROM RA LEED

ASSOCIATE ARCHITECT
Teresa Rom is a highly skilled architect, bringing a great attention to detail and strong communication to each of her projects. Teresa recently completed a $40 million new Palo Alto Mitchell Park Library and Community Center, with which she was involved in nearly every aspect, from needs assessment and feasibility study, through programming, design development, and construction documents, to construction administration and close-out. As a core team member of the project, Teresa coordinated subconsultants, as well as technical drawings, LEED, furniture, custom casework design, and signage.

Teresa is currently working on the Burlingame Community Center.

EDUCATION AND REGISTRATION
Bachelor of Architecture, Cal Poly San Luis Obispo
Registered Architect, State of California, C36085
LEED Accredited Professional BD -FC

REPRESENTATIVE PROJECTS
• Burlingame Community Center
• Chula Vista Public Library Otay Ranch Community Hub Interiors • Elk Grove Community and Senior Center
• Manteca Civic Center Facilities Master Plan
• Palo Alto Cubberley Community Center Master Plan
• Palo Alto Downtown Library
• Palo Alto Mitchell Park Library & Community Center
• Palo Alto Mitchell Park Temporary Library
• Palo Alto Library Facilities Master Plan
• Palo Alto Rinconada Library
• San Lorenzo Library
• San Pablo Davis Park Community Facilities Master Plan • San Pablo Library
• South San Francisco Grand Avenue Library
Teresa Rom
References:

City of Burlingame
Margaret Glomstad, Director of Park &
Recreation Dept.
p: (650) 558-7300
e: [email protected]
I J ii
l71.uks yy
Palo Alto Mitchell Park Library + Community Center
CPRS Award of Excellence - Library Journal New
Landmark Library - ASCESF Community Improvement
Project of the Year - SCVURPPP Site Design Award
- ASHRAE Golden Gate Chapter - Second Place,
New Institutional Buildings - Educational Facilities -
LEED-NC Platinum
a

PROPOSED SUBCONSULTANTS
Our key design partners have excellent experience working together with each other and Group 4 on successful recreation projects.
• Landscape Architect — SWA Group takes a fresh look at community facilities and seeks to create strong, iconic, walkable, and people -oriented "community places." Recent successful projects that we have worked with SWA on include the Yorba Linda Library and Cultural Arts Center, our new senior/community in Elk Grove's District56 Park, and our new recreation/aquatics center in City Park in San Bruno. • Structural & Civil Engineering — KPFF Consulting Engineers has provided structural and civil engineering services for a variety of community facilities, including the Yorba Linda Library and Cultural Arts Center with Group 4. Many of these structures are highly complex, requiring the use of a creative and innovative approach to the solution of engineering problems. KPFF also has over 50 years of experience in working with liquefaction soil conditions. • Mechanical, Plumbing & FP Engineering — Integral Design Group has a long track record of working with public clients to create community facilities that are safe, secure, flexible, reliable, redundant, and energy efficient.

Examples of their collaborations with Group 4 include the LEED-Platinum Environmental Innovation Center in San Jose and the all -electric, Net -Zero -Energy Burlingame Community Center. • Electrical Engineer & Lighting — In O'Mahony & Myer's 40 -year history, they have designed the electric lighting, power, and signal systems for hundreds of public facilities – including more than two dozen projects with Group 4.

They are proficient at designing state-of-the-art electrical and lighting systems for senior and community centers to accommodate the ever- growing technological requirements of modern civic buildings. • Acoustics/AV & Security — Smith, Fause & McDonald, Inc. has more than 30 years of experience in programming and full design of telecommunications systems, information technologies, audio visual systems, electronic security, and engineering acoustics for hundreds of public facilities – including nearly all of Group 4's projects for the past 15 years.
• Geotechnical and Environmental Engineers— Ninyo & Moore has provided innovative solutions to complex geotechnical and environmental challenges on similar projects in Orange County and beyond. • Cost Estimator — TBD Consultants (yes that is their real name) have provided a comprehensive range of project and cost management services for hundreds of public facilities within California. Senior Estimator Gary Holland has worked closely with Group 4 for more than 20 years to deliver projects on budget. • Kitchen —The Marshall Associates, Inc. has partnered with Group 4 for more than 20 years to program and design kitchen and food service facilities for our recreation and community center projects. • MND/IS (optional) – LSA can prepare the IS/MND for the project at the City's option. LSA has been Group 4's trusted partner on many projects including the San Bruno Senior Center, Burlingame Community Center, and Millbrae Community Center.

Due to proposal page limits we have omitted qualifications and key personnel resumes for our proposed subconsultants.

These are available upon request.

SELECTED RELEVANT PROJECTS
This section includes the following examples of our experience with relevant recreation and community projects.

Yorba Linda Library + Cultural Arts Center with subconsultant team SWA Group, KPFF Consulting Engineers, and O'Mahony & Myer, SFMI, Ninyo + Moore, and TBD Consultants The Center at District56, Elk Grove (Community and Senior Center) with subconsultant team SWA Group, Integral Design Group, Marshall Associates, TBD Consultants, and SFMI.

Burlingame Community Center with subconsultant team Integral Design Group, SFMI, TBD Consultants, O'Mahony & Myer, and The Marshall Associates
Boulevard Recreation Center, Dublin with Design Build Team San Bruno Recreation + Aquatic Center with subconsultant team TBD Consultants, SWA Group, SFMI, The Marshall Associates, and LSA
Palo Alto Mitchell Park Library + Community Center with subconsultant team TBD Consultants, O'Mahony &Myer, and SFMI
Our design team has dozens of other project examples that we would be happy to provide upon request.

YORBA LINDA LIBRARY + CULTURAL ARTS CENTER
2020 Outstanding Community Improvement Project — American Society of Civil Engineers (ASCE) Orange County
Responding to the combination of a years -long effort to expand library services and recent Parks and Recreation findings of a need for an arts and community center, the City of Yorba Linda commissioned Group 4to develop ajoint use project creating a new "civic heartbeat" in the commercially developing downtown.

The 4.7 acre campus positions a 46,000 SF library and a 14,000 SF arts center to share a landscape paseo of outdoor living spaces. The two-story library provides a full range of community spaces and activities including meeting rooms, traditional collections for all ages, reading areas, and a range of collaborative spaces capable of supporting any size of program. The arts center includes gallery space, dance studios, a black box theater, and an outdoor amphitheater. The campus connects visitors to the various public amenities, gardens, art, and other features on site, and to Yorba Linda's downtown commercial district across the street.

This new civic campus celebrates its place in the community through materials with a sense of permanence and strength while creating an inviting and nurturing place to explore and thrive through warm colors and textures, and holistic, sustainable, human -scaled design.

The central bay of rear parking can be closed to increase the effective size of the paseo for special events such as farmer's markets or civic functions.

The Yorba Linda Civic Campus opened in late 2020.

Location: Yorba Linda, CA
Size: New 46,00 SF library + 14,000 SF arts
center
Dates: 2016 - 2020
Construction Cost: $41 million
Key personnel:
• Jonathan Hartman, Project Architect
• Andrea Gifford, Principal Designer
Service Provided: programming, master
planning, conceptual design, community
engagement, schematic, construction
administration, FF+E
Client contact:

Mayor Peggy Huang
City of Yorba Linda
714-961-71101 [email protected]

THE CENTER AT DISTRICT56
Project of the Year — APWA Sacramento
LEED Gold
The new 35,000 SF Elk Grove Community Center project grew out of extensive community needs assessment conducted by Group 4 for a Civic Center Master Plan. Identified needs included dedicated programming for seniors, community activities, veterans, and large revenue generating events.

The design process included close collaboration with multiple stakeholder groups, including the Senior Center of Elk Grove, and a local group developing a Veterans Hall, as well as the City. Through an iterative design process with the community, stakeholders, and various City departments, Group 4 developed a program able to meet various user group needs within a single building, while simultaneously integrating the building within the larger Civic Center plan.

The Center has a prominent presence both along the active Civic Center Drive corridor and along a broad outdoor pedestrian promenade winding through the Civic Center. The center provides spaces with strong connections between interior and exterior. The design includes a 500 person ballroom with a glass wall opening to a patio and park space beyond; a cafe is adjoined by covered outdoor seating along the promenade.

The Elk Grove Community Center is designed to achieve Zero Net Energy performance. It opened to the public in late 2019.

Location: Elk Grove, CA
Size: 35,000 SF new construction
Dates: 2015 - 2019
Construction Cost: $18.7 million
Key personnel:
• Dawn Merkes, PIC/Project Manager
• Andrea Gifford Principa Designer
• Teresa Rom, Associate Architect
Service Provided: master planning,
programming, community engagement,
conceptual design, schematic - construction
administration, FF+E
Client contact:

Jason Behrmann, City Manager
City of Elk Grove
(916) 627-3423 I [email protected]

BURLINGAME COMMUNITY CENTER
The Burlingame Recreation Center, located in the heart of Washington Park, is a vital and well -used community amenity, providing a broad offering of recreation services and programs for all ages. The existing building was nearing the end of its useful life — aging systems and finishes were subject to increasingly frequent repairs, while the size and layout limited the Center's ability to offer modern programming .

To plan for a new community center, Group 4 worked closely with City staff, stakeholders and the community to assess community needs for recreation services, explore building program concepts, review potential site alternatives, and develop options for renovation, expansion, and new construction.

The community's preferred development option was a new recreation center in its existing location within the park. Multi -generational spaces such as a large multipurpose program/performance space, dance and exercise/fitness spaces, and classrooms for flexible use were identified as high priorities in addition to spaces dedicated to kids, teen and senior programming and maker -space. Indoor -outdoor opportunities were identified to activate recreation programming with adjacent park amenities including playground, picnic areas and sports court.

The new two-story 36,000 sf recreation center, which is designed in a "Pavilions in the Park style" arose out of the wide -spread community outreach which identified the community's desire to create a landmark that celebrates its beautiful and natural setting in Washington Park. This project, designed to achieve Zero Net Energy performance, is under construction.

Location: Burlingame, CA
Size: New 40,000 SF community center
Dates: Opening 2022
Construction Bid Amount: $39.9 million;
under construction
Key personnel:
• Dawn Merkes, PIC/Project Manager
• Jonathan Hartman, Principal Architect
• Teresa Rom,Associate Architect
Service Provided: programming, master
planning, conceptual design, community
engagement, schematic, construction
administration, FF+E
Client contact:

Margaret Glomstad, Parks and Recreation
Director, City of Burlingame
(650) 558-73001 [email protected]

BOULEVARD RECREATION CENTER
AIA San Mateo People's Choice Award
Group 4 was commissioned to design a two story, 26,000 SF recreation center for a new community development in Dublin, CA. The Boulevard Recreation and Aquatics Center is a beautiful, engaging destination and community anchor.

The Center is segmented into a series of pavilions, inviting exploration and engagement. The primary pavilion connects and engage patrons through organized activities — like classes in the exercise rooms and birthday parties in the community room — and impromptu, casual meetups — in the lounge or cafe, on balconies or in the variety of indoor/outdoor seating areas. The Center communicates with the surrounding residences through its use of breezeways, patios, overhanging roofs, sliding doors, and overall blending of indoor and outdoor spaces.

The project design deeply integrates sustainable features.

Overhanging roofs shade window openings, providing views and minimizing cooling requirements, while directing stormwater to on- site bioswales. The pavilion -based design permits isolated heating and cooling to in -use spaces.

Location: Danville, CA
Size: two story, 26,000 SF recreation center
Dates: 2016 - 2019
Construction Cost: $10.4 million
Key personnel:
• Dawn Merkes - Principal -in -Charge;
Project Architect
• Andrea Gifford - Project Manager/
Designer
Service Provided: design criteria doc
preparation, programming, design,
construction administration
Client contact:
• Josh Roden, VP Land & Planning
Brookfield Residential
(925) 314-4022
[email protected]

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SAN BRUNO RECREATION +

AQUATIC CENTER
The City of San Bruno commissioned the Group 4 team to develop concepts for a combined community recreation and aquatics center.

Primary funding for the project came from restitution settlement funds after a PG&E gas explosion devastated a San Bruno neighborhood near City Park. Extensive outreach found that recreation and aquatics topped the community's priority list.

The project began with a feasibility study of renovating and expanding the existing recreation center, a handsome building with significant operating challenges. Community input into the site and building program led the City's decision to replace the existing building with a larger, more functional, and more sustainable new facility in City Park.

The 48,000 SF facility carefully blends aquatics and recreation programming while utilizing shared lobby and other spaces. The facility footprint is designed to minimize impact in City Park, and preserve connections while establishing an inviting new civic landmark.

To date, more than 2,000 City representatives and community members have participated in the process, providing input on the preferred programming, design strategies, and materials palette.

The project is currently under construction.

Location: San Bruno, CA
Completion Date: 2023 (anticipated)
Bid Amount: $41 million; under construction
Key personnel:
• Dawn Merkes - PIC/Project Manager
• Jonathan Hartman - Principal Architect
• Andrea Gifford - Principal Designer
Client contact:
• Jovan Grogan, City Manager
City of San Bruno
(650) 616-7056
[email protected]

MITCHELL PARK LIBRARY + COMMUNITY CENTER
CPRS Award of Excellence
LEED-NC Platinum
Library Journal New Landmark
ASCE-SF Community Improvement Project of the Year 2015
SVBJ Public/Civic Project Structures Award Finalist
SCVURPPP Site Design Award
Established in partnership with Palo Alto city staff and community residents, the vision for the new Mitchell Park Center was a highly sustainable new community destination to replace undersized and aging existing facilities. Located in the heart of an active community and bordered by schools and playfields, the Mitchell Park Center is a vibrant destination for civic, cultural, social, educational, and recreational activities. Its highly expressive architecture incorporates bold forms, vibrant colors, rich textures, and seamless indoor -outdoor connections.

The Center was designed for maximum flexibility for operations, each of the program spaces in the community center allow for independent access by users so as to maximize availability for programming and rentals. The shared courtyard provides safe and secure exterior circulation and additional programming space to compliment the interior spaces or to be used independently.

Maximizing the functionality was critical for this efficient building built within an existing park.

The Center received LEED Platinum certification for its broad range of ecologically -sensitive strategies.

Location: Palo Alto, CA
Size: New 16,000 SF community center +40,000
SF library
Dates: 2010 - 2014
Construction Cost: $27 million
Key personnel:
• Dawn Merkes, PIC/Project Manager
• Andrea Gifford, Principal Designer
• Jonathan Hartman, Principal Architect
• Teresa Rom, Associate Architect
Service Provided: programming, master
planning, conceptual design, community
engagement, schematic, construction
administration, FF+E
Client contact:

RuthAnn Garcia, Library Services Manager
City of Palo Alto
p: (650) 329-2562
[email protected]

PROJECT UNDERSTANDING
The current Placentia Senior Center is located in the 100 -year-old E.T.

Powell building at 143 S. Bradford Avenue. Pre-COVID programming included Bingo, knitting and crocheting clubs, exercise classes, movies, and social opportunities — all of which were limited by the size of this historic 4,500 square foot building. Despite spaces that are too small and outdated pre-Covid the Placentia Senior Center was an active and buzzing center that made do with the spaces and resources available to them. The Center provides essential nutrition, recreation, social and health services to the Seniors of Placentia.

The City envisions building a new 30,000 square foot senior/ community center in the heart of beautiful Tri -City Park on North Kraemer Boulevard. A larger, modern senior center would support a multitude of activities for seniors, such as fitness classes, art classes, life-long learning, arts and crafts, music, games, health screenings, exercise classes, nutrition classes, meals, and social and support groups. In addition to senior services, the new center would be a destination for the entire Placentia community — providing program space, celebration and event space, a commercial kitchen, classrooms, fitness and exercise rooms, meeting spaces, and possibly even a library.

The showpiece of the 40 -acre Tri -City Park is an 8 -acre lake, which is surrounded by picnic shelters, barbeque areas, walking and biking paths, and a playground. Tri -City Park is used for many community- wide celebrations such as the Heritage Festival and Parade, the summer Concerts in the Park series, camps, special events, and more.

It is an excellent choice of location for a new destination senior/ community center.

The City has already completed early design work including preliminary space planning, a concept floor plan, and a proposed site within Tri -City Park. Now the City is ready to select an architectural and engineering design team to help realize the vision for a vibrant, sustainable, and beautiful new senior/community center. The City sees the process taking place in two phases:
• Phase I: Needs Assessment and 35% Design — including surveys, site and building concept design, preliminary FF+E, and project budget for City Council approval and authorization to proceed with Phase II.
• Phase II: 100% Design and Construction — design development, construction documents, plan check, bidding + award assistance, construction administration services, FF&E, and project closeout.

Throughout all phases, the design team will work closely with City staff, its Blue Ribbon Senior/Community Center Committee, and community leaders to develop an innovative, dynamic, sustainable, and functional new center to serve the entire community. In addition to providing architecture and engineering services, the design team will assist the City in pursuing grants and rebates for sustainable design and equipment as well as with environmental services.

LEADERSHIP IN SENIOR/COMMUNITY CENTER DESIGN
The vision for the Placentia Senior/Community Center is of a true civic destination for the entire community — vibrant, active, and rich with diverse resources, services, technologies, programs, and events.

Seniors will come for daily activities including fitness, learning, games, nutrition, arts and crafts, and social gathering. Community members of all ages – children, teens, families, friends, and neighbors as well as seniors – will also come here for recreation classes, cultural events, educational programs, lifelong learning opportunities, and civic engagement. The new Placentia Senior/Community Center will be a unique and magical place for a unique and magical community.

Group 4 is a national leader in senior, recreation, and community center design, with decades of experience in these project types.

Our award-winning Center at District 56 in Elk Grove is an excellent example of a multigenerational, multipurpose center with dedicated spaces for seniors and veterans as well as multi -use program and event spaces. Spaces in the facility include a 6,000 square foot Community Hall, arts and crafts room, fine arts room, music room, fitness room, classrooms, conference rooms, gift shop, commercial kitchen, catering kitchen, and cafe.

Group 4 also has unparalleled experience in public library planning and design. In our national practice, we have worked with communities of all sizes to envision and design libraries that reflect and celebrate their vision – including libraries that are integrated within recreation/ community center facilities. Our new Yorba Linda Library and Cultural Arts Center is just one example of a joint -use facility from our portfolio; others include our Mitchell Park Center in Palo Alto and the Albert J.

Boro Community Center and Library in San Rafael.

In this section, we highlight some of the service, operational, and design trends and best practices in community centers and libraries that we have incorporated in our work with clients and communities nationwide.

SENIOR/COMMUNITY CENTER PRIORITIES
Group 4 has more than 40 years of experience with senior, community, and recreation center projects. We start each project with the client's goals for service, operations, and customer experience. Our team takes a holistic program and design approach that strives to support an integrated service model and efficient operations. Placentia's new senior/community center should be highly flexible to maximize day-to-day programming and to support long-range adaptability for changing community needs and evolving service trends.

Group 4's senior, community, and recreation projects:
• Reflect and respond to local community needs. We develop an intimate understanding of each community's profile, needs, and aspirations. This work – which includes in-depth study of local population trends, interviews with stakeholders, staff, users and potential users – is the basis of our building program and the critical first step in establishing the foundation for any project.

• Incorporate national best practices. Our regular work with public agencies and involvement and thought leadership with professional organizations (such as NRPA, CPRS, and others) ensure our up-to-date understanding of the factors influencing trends in community facilities. We simultaneously keep our eyes on nationwide trends and on specific local needs and dynamics. This balance ensures the development of facilities that are right for each community today and also prepared for its future.
• Promote operational sustainability. Operational efficiency will be a key factor for the ongoing success of the new Placentia Senior/Community Center. Critical considerations will include designing flexible spaces for diverse uses; optimizing the program for rentals and revenue generation; providing clear visibility for staff and intuitive wayfinding for customers; using durable and easy -to -maintain finishes; and providing functional, easy-to-use equipment and furnishings.

DESIGNING MULTI -USE FACILITIES
Group 4 has excellent experience designing co -located, multi -use facilities and we are strong advocates for the community benefits these facilities can provide. We work with our clients to design highly functional and operationally - efficient facilities that maximize access, use, revenue, and benefits.

Considerations in designing the Placentia Senior/Community Center to support multiple uses will include:
• Level of integration among the senior center, community center, rental, and park functions will inform how the center should be designed to support effective operations. Integration models we will explore with the City include co -located (working side by side but limited overlap of programming and space use); cooperative (some shared programming and spaces); and collaborative (integrated programming and shared use of most spaces). • Planning for change is always a good strategy since trends, interests, and programs change with time, and this is especially true for multi -generational facilities where interests and entertainment preferences change quickly as they adapt to new technologies and embrace new activities. • Functional and flexible furniture supports multiple activities and programs. Furniture should be timeless, flexible, movable, durable, and comfortable. With the senior center users and multi -generational users, it will be important to provide furniture that supports the varied age and types of users. • Outdoor/indoor spaces and rooms allow for expanded and additional programming opportunities. Locating the new facility in Tri -City Park provides an amazing opportunity to leverage the outdoor spaces as programmable space to complement, enhance, and add capacity to indoor spaces. Using an outdoor/indoor philosophy for other similar projects, like the new District56 Center in Elk Grove, has resulted in a facility that doubles the community's return on its investment.

INTEGRATED PROJECT MANAGEMENT
Group 4 has an excellent record of successfully managing the entire project delivery process, including projects with multiple client/ stakeholder groups and accelerated time schedules. Group 4's project team provides effective planning, programming, and design services to ensure that facilities will meet users' functional needs. Group 4 uses a variety of tools and procedures to guide projects to timely, budget compliant completion. • Project Schedule. The project schedule is an important tool for controlling project design costs for all parties by maintaining efficient workflow. The use of the schedule as a communication aid is especially effective when working on a complex project with many participants. It keeps client representatives and sub -consultants informed about responsibilities and deadlines, allowing not only for effective management of responsibilities and deliverables, but also for appropriate and timely project staffing.
• Quality Assurance. Our Quality Assurance approach focuses on the successful delivery of high-quality services — and a high-quality project — on time and within budget. A consistent, committed staff, identification of clear project goals and objectives with our clients, and strong communication with the project management team contribute to Group 4's exceptional project quality.

• Quality Control. Group 4's design integration and quality control approach seeks to coordinate concept, cost, and constructability — something we call "C4." We initiate the process at the earliest project phase, identifying a schedule of C4 project milestones as well as senior Group 4 staff who will participate in milestone reviews. During planning and early design phases, the C4 process emphasizes alignment of project scope, budget, and schedule with our clients' program and design needs.
• Cost Control. Cost estimating is an integral part of every phase of project planning at Group 4. Rather than look at costs only at the end of each phase, we continually monitor costs by updating the cost model — and communicating with the client — each time a major design decision is made. The cost impacts of revisions also tend to increase exponentially over time, meaning that decisions made late in the design process or during construction will be much more costly than changes made during the programming and schematic design phases. Group 4 has repeatedly
demonstrated our ability to accurately estimate the cost of a building project, and to work within those parameters.

COMPREHENSIVE SUSTAINBLE DESIGN
Sustainable design for us is a holistic concept: we believe that successful green architecture not only minimizes harmful ecological impacts, but also serves the client for decades to come by uniting functional, aesthetic, and operational project requirements. Our team is committed to implementing sustainable design strategies for that meet each client's unique goals, opportunities, and priorities.

With multiple zero -net -energy (ZNE) and LEED Platinum projects in our portfolio, the Group 4 team has demonstrated creativity, skill, and commitment to environmentally responsible and sustainable design.

Placentia's commitment to sustainability and resiliency in its new facility is to be commended. Our sustainable design approach begins by thinking about the end goal — what Franklin Covey calls "putting the end in mind." Defining clear sustainable design goals for the Senior/Community Center will be the first step in realizing them. Our design team will work hand in hand with the City to deliver a functional, beautiful, operationally efficient and environmentally sustainable new center for the community.

SITE ANALYSIS

SITE OPPORTUNITIES
Tri -City Park is a beautiful location for the new Placentia Senior/Community center and can be a perfect complement to the park amenities. The following analysis and preliminary park concepts have been developed to enhance our understanding of the project/site and to start exploring ways to respond to both programmatic and site opportunities. We look forward to collaboratively refining our analysis and site strategies with your insights and ideas. 1101.1~41110 _:4alailarlff

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PRELIMINARY DESIGN OPTIONS

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IN LIBRARY

A PARTICIPATORY PROCESS
Our approach to working with staff begins with the establishment of a Project Management Team (PMT) that meets at regular intervals to make decisions and provide overall project direction. The PMT will also monitor the project participation plan closely, and review content before presentations to project stakeholders including the Blue Ribbon Committee (BRC), the Parks Art and Recreation Commission (PARC), the Planning Commission, and City Council. For the Placentia project, we anticipate that the PMT will be composed of the City's Director of Community Services, City staff, Group 4's project manager, and key consultants. The City may also wish to include key community members in the PMT or for certain meetings, depending on agenda topics.

At key points in the project, we will conduct technical meetings focused on specific topics. We will meet with City divisions such as Planning, Building, and Public Safety to keep them informed about the project and to solicit their input on relevant planning, code, and other design decisions. We will also meet with Community Services staff to review and confirm topics related to programming and operations.

WORKING WITH THE STAKEHOLDERS AND COMMUNITY LEADERSHIP
We will work closely with the PMT to develop an effective community participation plan that will provide the most benefit to the Placentia Senior/Community Center project. Our preliminary thinking includes the multi -layered strategies described below.
• The BRC will be our stakeholder -based advisory committee. The broad base for the committee's composition is excellent, with members representing each council district, the PARC, and the Senior Advisory Committee as well as two City Council members. This strong advisory committee will act as an effective sounding board to vet options and strategies based on their inherent community knowledge. It will also develop informed project ambassadors who will provide updates to their constituents and fellow community members. We are proposing to meet with the BRC eight (8) times during Phase I, and then continuing to work with them during Phase II to develop the interiors and FF+E package.
• Two (2) of the BRC meetings will be study sessions with the Senior Advisory Committee and the PARC to solicit their input first on the project vision, needs, and assessments; and then seeking their input on the site and program options and the concept designs. If appropriate, these could be joint meetings between the two bodies to allow for additional collaboration and information sharing. For the Yorba Linda Library Cultural Arts center project, joint recreation and library commission sessions proved pivotal in developing a shared understanding of their program needs.
• We will conduct interviews of key project and community stakeholders to ensure that we understand their needs and perspectives.
• We will engage City Council two (2) times during Phase I. The first meeting we will be a study session in which we will present the site and needs assessment, the program, site and design options, and the BRC's recommendations.

The second meeting will be a presentation of the recommended schematic design and project budget.

This proposal is preliminary, and we look forward to the opportunity to confirm and refine the engagement strategy with the City. It is common for additional outreach needs to emerge during the course of community projects, and we recommend that the City create an additional engagement allowance to provide the flexibility to proactively address such opportunities as they arise.

SCOPE OF WORK
GROUP 4 ARCHITECTURE

WORK PLAN
We have developed our project work plan based on our understanding of the proposed project and our experience working with other communities on similar projects. Our proposed work plan, timeline, and fees have not yet had the benefit of the City's input, and we look forward to working with you to tailor our proposal to meet your project needs and budget requirements. The proposed work plan will:

The proposed work plan is organized into the following three (3) phases:

Phase I: Assessments, Concept Options, and Schematic Design Phase IIA: Construction Documents (Design development), 65% + 95 % Construction Documents, Plan Check and Back Check
Phase IIB: Bidding and Award, Construction Administration, and Project Close Out

PHASE I - ASSESSMENTS, CONCEPT OPTIONS, AND SCHEMATIC DESIGN Phase 1 will be broken down into five tasks which are described in this section.

TASK 1.1 - COMMUNITY NEEDS ASSESSMENT
At the project kick off meeting with the Project Management Team (PMT) we will confirm project goals, establish project systems and controls, and review the work plan, participation plan, and project schedule. As part of this first phase of the work we will conduct both a quantitative and qualitative Community Needs Assessment. We will tour and inventory existing community and recreation facilities and other community program spaces. We will discuss potential program spaces and functional requirements with PMT. We will interview existing and potential new stakeholder groups to understand the existing and future high-level program space needs of the various community groups. We will conduct a demographic analysis of Placentia and determine best practices, future trends, and benchmarks for levels of service.

TASK 1.2 - SITE AND ENVIRONMENTAL ASSESSMENTS
Our comprehensive site analysis will document existing conditions and identify zoning, code and planning setbacks and requirements, environmental issues, and site opportunities and constraints. We will review the General Plan and neighborhood and community amenities. We will develop base drawings for development of the site strategies. An ALTA survey and a Phase 1 Environmental assessment will be completed.

TASK 1.3 - CONCEPT OPTIONS
We will develop building and site programs based on the Community Needs Assessment, the site analysis, the preliminary program included in the RFP, and input collected from the Blue Ribbon Committee (BRC), the City, commissions, and stakeholders (see Task 1.5). Up to three (3) adaptable building and site program options - each accommodating all the major needs but allowing for flexibility in future design phases - will be developed. • Program options will explore alternative program spaces, options for sizes and activities, and different facility emphases (e.g., maximum revenue generation option, health and wellness focus, flexibility and adaptability focus, etc.).
• Site strategy options will address the site opportunities and constraints, and explore siting strategies to maximize the benefits to the community (such as one- and two-story building options, site access and circulation options, other innovative alternatives that may have emerged through project participation, etc.).

We will work closely with City staff and our consultant team to develop a comprehensive project budget to support informed decision-making by the City and policy decisions by the City Council. The budget model will be based on a cost/SF and will include both hard and soft costs for each of the options.

We will develop evaluation criteria for the concepts that may include project budget (hard and soft costs), ongoing operational and maintenance costs, service and access, maximum benefit to the community, opportunities for future growth, and others.

SCOPE OF WORK
GROUP 4 ARCHITECTURE

The options will be presented to the PMT for feedback and collaborative input in an interactive session. This interactive session will provide direction on which strategies will be developed for further study and vetting with the BRC, the Senior Advisory Committee, the PARC, and City Council (included in Task 1.5). Engaging these groups will develop a clear prioritization of community values that can be incorporated into the preferred program and concept strategy.

TASK 1.4 - SCHEMATIC DESIGN
The preferred program and concept strategy will be further refined and developed into the schematic design recommendation. The feedback collected on the program and concept options, as well as the understanding that has been developed of the community values by working with the BRC will be synthesized into the design.

Floor plan options will be developed for evaluation in a technical meeting with City. We will work with the BRC to identify appropriate design values for the new center. We will meet with the building official to confirm building code strategies as well as requirements for emergency access, security, and fire protection. We will develop massing and refined 3D animations. The design options will be refined and then evaluated according to project goals and the criteria established by the PMT.

To balance program requirements with sustainability targets and the project budget, we will conduct an Integrated Design Workshop (IDW) to position the project to take advantage of sustainable design opportunities at the earliest stage of design. Building system options will be reviewed and discussed with City facilities and maintenance staff to determine which options the design team should explore. Our subconsultant engineers and cost consultant will participate in the IDW as well as the PMT and other City representatives.

The preferred schematic design option will be refined. The design team will develop narratives describing the building and options for major systems. This information will form the basis for an updated project cost model and estimate of probable construction cost. We will confirm the project design direction with the PMT and the BRC. As appropriate, the project will be presented to PARC and the Senior Advisory Committee in joint BRC meetings, present to the City Council for approval before proceeding with subsequent phases.

We will develop final presentation exhibits and graphics (e.g., renderings and 3D models, programming diagrams, etc.) that clearly communicate the vision. We will develop a draft Schematic Design Report summarizing the analysis, options, preferred design strategies, and implementation plan for the new Placentia Senior/Community Center for PMT review. We will refine the draft report based on PMT and other City comments and prepare the final Schematic Design Report for presentation to the City Council.

TASK 1.5 - PROJECT PARTICIPATION
Based on our current project understanding, we have prepared a draft participation plan that we look forward to refining with you. The City has begun to engage the community on opportunities for the project with the formation of the Blue Ribbon Committee (BRC), and we are proposing to build on this strong foundation of outreach. Our proposed engagement plan uses our proven process which includes three touch points: 1) Needs; 2) Options; and 3) Recommendations. Each of three rounds of participation will include working closely with the BRC, study sessions and joint presentations to the Senior Advisory Committee, and the PARC, and a study session and final presentation to the City Council.

TASK 1.6 - CEQA: INITIAL STUDY / MITIGATED NEGATIVE DECLARATION (OPTIONAL SERVICE) As an optional service our team can assist with the preparation of the appropriate environmental document to satisfy CEQA requirements. Our proposed scope and work for this task reflects the assumption that the project will not result in significant environmental impacts that cannot be mitigated, and that an Initial Study/Mitigated Negative Declaration will be sufficient. It is also assumed the City will be the Lead Agency for purposes of CEQA. If significant environmental effects are identified our team can assist with determining the appropriate CEQA document and prepare a proposal for that work.

PHASE IIA — 65%, 95%, + PLAN CHECK CONSTRUCTION DOCUMENTS 65% CONSTRUCTION DOCUMENTS
Building upon the approved work of the previous phase, we will advance the plans, elevations, building sections, renderings and other 65% design documents that describe the character and scale of the project components. We will develop Design Development -level building systems design and coordination for structural, mechanical, and electrical disciplines. We will facilitate the second IDW to coordinate engineered and building systems, review the design and project budget, and confirm that the project is aligned with the City's expectations for sustainability and performance.

The cost plan will be updated to reflect the decisions made in this phase.

Participation in this phase will include technical meetings with Recreation staff, Parks and Facilities, Building, Public Works and Engineering Fire, Police, and selected stakeholders. 95% CONSTRUCTION DOCUMENTS AND PLAN CHECK
In these phases the building systems and design concepts will be developed with details and calculations. All building systems, including structural, mechanical, electrical, lighting design, interior design concepts, and finishes will be documented and refined. PMT meetings throughout this phase will ensure continued project team involvement and decision-making based on up-to-date design, budget, sustainable design strategies, and schedule information.

Technical meetings will continue with City staff and consultants to discuss the City's review comments and concerns, review the refined design and project budget, and identify and evaluate any further adjustments that may be needed in the project. Technical meetings with the Building Department and the City's facilities personnel will be particularly important in terms of alignment of code interpretations, building systems coordination, maintenance, and operations.

IDW #3 will focus on technical information, coordination among systems, and value engineering opportunities.

During this phase, meetings with the BRC will transition to a focus on interiors, FF&E, and graphics/signage.

PHASE IIB — BIDDING+ AWARD, CONSTRUCTION ADMINISTRATION, FF+E, AND

PROJECT CLOSEOUT
We will assist the City in advertising the project, responding to contractors' questions, preparing project addenda, evaluating bids, notifying the successful bidder, and collecting and reviewing bonds, insurance certificates, and construction schedules.

We will prepare for and conduct the preconstruction conference; help the City monitor and document the project's progress for quality, cost, and liability control; coordinate with the City's commissioning agent; and inform the City about project progress and problems (if any). We will respond to RFIs, review product submittals and shop drawings, analyze and assist in negotiation of change orders as needed, review pay requests, review the punch list, prepare final 0 O
inspection reports, and attend regular construction meetings. Group 4 will complete applicable certificates, review ?� the contractor's record drawings, work with the construction team to implement the building commissioning policy u- developed during the design stages, and collect and coordinate all written warranties and maintenance manuals 0 required of the contractor. a
0 For furniture design and selection, Group 4 will facilitate a series of workshops with the PMT and recreation staff to set U the furniture budget, develop furniture concepts, review and select furniture that enhances the architectural design concepts and meets the program goals, and design custom casework pieces. Group 4 will work interactively with staff to translate program items (seating types, etc.) into specific furniture items and designs.

Project closeout tasks include finalizing all building commissioning tasks, warranties and operating manuals, completion of as -built drawings, and the first-year building warranty review.

PROPOSED PROJECT TIMELINE
We have proposed a timeline associated with our proposed work plan that is illustrated graphically on the following sheet. We look forward to working with the City to tailor the work plan and schedule to meet your project needs and budget requirements.

GROUP 4 ARCHITECTURE
•o

2022
JAN

CITY OF PLACENTIA - SENIOR/COMMUNITY CENTER
D RAFT WO R K PLAN revised 2022-05-03
FEB
MAR
DESIGN (35% DESIGN)
TASK 1.1 - COMMUNITY NEEDS ASSESSMENT
APR
• Conduct k k -off meeting, sit- tours with PMT
• Inventoryisting buildings
• Demogra T ics analysis
• Service an program assessn ent
• Phase 1 su vey • Plannin analysis
• ALTA survey • Zoning and transit analysis
• Site analys s • Neighbarhood and environment
• Site opporunities and constnuints • Development of base dravfings MAY
TASK 1.3 - CONCEPT

OPTIONS
• Building and site
program opt ons
• Program opt ons
• Site and buil,Jing
options
• Site strategies and
evaluation cr teria
• Massing
• Access and
circulation
• Project cost models
and cost ana ysis
• Project budget (hard
and soft costs)
• Operational,3nd
=ME
TASK 1.4 - SCHEMATIC DESIGN
• Builling and site progrsm options
- P-ogram options
- S te and building onions
- S te strategies and evaluation criteria
- Massing
- cess and circulation
I"• I • 1 1 • •

EQUIPMENT (FFE)
AUG
SEPT
OCT
NOV
DEC
JAN
FEB
MAR
APR
PHASE II.A - 65%, 95% + PLAN CHECK CONSTRUCTION DOCUMENTS 65% CONSTRUCTION DOCUMENTS
• Incorporate !;D comments
• Prepare 30% CD submittal
• Conduct IDV( + tech meetings
• Prepare concruction estimate
Project cost models and cost analy:;is
- Project budg,:t (hard and soft ccsts)
- Operational nd maintenance casts
• Develop furniture lists and budget
TASK 1.6 - CEQA: INITIAL STUDY -

MITIGATED NEGATIVE DECLARATION
(Optional Service)
• 1
• Incorporate .0% CD comments
• Prepare 90% CD submittal for Man check
• Conduct IDN' + technical meetings
• Prepare construction estimates
BACK CHECK +

BID DOCUMENTS
• Respond to r Ian check
comments
• Prepare bid rocuments
• Coordinate fi,al bid documents
MAY
GROUP 4
18-24 Months
PHASE 11.B - BIDDING + AWARD, CONSTRUCTION
ADMINISTRATION, FF+E, AND PROJECT CLOSEOUT
BIDDING, DESIGN SUPPORT, +

CONSTRUCTION CLOSEOUT

BID AND
AWARD

PROJECT
• Assist in
preproposal
meetings
• Review RFI's
• Issue addenduns
• Review bids

CONSTRUCTION DESIGN

SUPPORT
• Review submittals, shop
drawings, and schedules
• Review and respond to
contractor's request for
information (RFI)
• Attend construction and pre-
installation meetings
• Prepare Supplement Instructions
• Review Contractor's COR + CO
• Prepare punch list and review for
completion

PROJECT

CLOSEOUT
• Participate in
maintenance
period site visits
• Prepare
Conform Set
+ Record
Drawings

1.5 PROJECT PARTICIPATION
Project Management Team (PI\IT) Meetings
• • I • • I • • • • • • • a • • • •
• •
Technical Meetings (Recreatio staff, Planning, Building, PW, Public Safe y, Fire) + 1DW 1111
Technical IDW
1111
• •
• •
• •
• •
• •
• •
■■■■■■■■■
OAC meetings

BLUE RIBBON COMMITTEE (BRC), PARK ARTS AND RECREATION COMMISSION (PARC), SENIOR ADVISORY COMMITTEE, CITY COUNCIL (CC) 1 Blue Ribbon Committee
A • • • • A
Senior Advisory Co
City Coun
City Council
mittee + Parks, Arts and Recreation Com
0 A
A
mission (jc int meetings with BRC)
f
0 4
A
•
C

REQUIRED STATEMENTS
a. Group 4 will perform the services and adhere to the requirements described in this RFP, including addenda #1 10/27/2021 and #2 11/29/21.
b. None of the material included in our proposal is proprietary. c. Group 4 will not substitute members of our designated team without approval by the City of Placentia. d. Group 4 is unaware any Conflict of Interests that would affect our team's ability to provide services for this project. e. Group 4 attests that there has been no collusion with other proposing firms. f. Group 4 has the ability and agrees to fulfill the indemnification and insurance requirements contained in the sample contract as noted below.

EXCEPTIONS
Group 4 has reviewed the City's sample Professional Services Agreement and has identified certain minor modifications that we would request the opportunity to discuss with the City. We have negotiated similar agreements with many public clients in the past, and we are confident that we can work with the City of Placentia to develop a contract that is fair and agreeable to all parties.
• Recital E — note that accessibility requirements such as ADA are not building codes and can be subject to potentially contradictory interpretations. No design professional can warrant or certify that the completed project will fully comply with all such requirements.
• Paragraph 1.2 — please change the first sentence to read: "All professional services to be provided by Consultant pursuant to this Agreement shall be provided in a manner consistent with the degree of care and skill ordinarily exercised by other reputable members of Consultant's profession practicing in the same or similar locality and under similar circumstances." In subsequent sentences please change "warrants" to "represents" and add "endeavor to" before "advise", "keep itself informed", and "comply". Please add "Consultant makes no warranties or guarantees, express or implied, under this Agreement or otherwise in connection with Consultant's services except that the services will be performed consistent with the standard of care stipulated herein." • Paragraph 1.4 — please change "warrants" to "represents". • Section 5 — some minor edits will be required to align language in this section with available coverage types, limits, and other terms.
• Paragraph 6.5 — please strike this. Each party should cover its own attorneys fees. • Paragraph 6.8 — please modify this to read: "Consultant agrees to indemnify, hold free and harmless the City, its elected and appointed officials, officers, and employees, from and against any and all claims, demands, actions, suits or other legal proceedings brought against the City, its elected and appointed officials, officers, and employees, but only to the extent they are actually caused by the negligence, recklessness, or willful misconduct of the Consultant, its employees, and/or authorized subconsultants providing services pursuant to this Agreement. The Consultant shall not be liable for the defense or indemnification of the City for claims, actions, complaints or suits arising out of the sole active negligence or willful misconduct of the City. Consultant has no obligation to pay for any of the City's or any indemnitee's defense related costs prior to a final determination of liability or to pay any amount that exceeds Consultant's finally determined percentage of liability based on the comparative fault of Consultant. This provision shall supersede and replace all other indemnity provisions contained in the City's specifications." • Paragraph 6.2.1 — this provision is acceptable to the extent that the City is willing to consider our proposed modifications above in good faith.

RESOURCE ALLOCATION
The detailed resource allocation for the Placentia Senior/Community Center table reflects the level of effort expected the Group 4 staff during each phase of the project and is based on our understanding that the budget for the construction cost for the project, site and the building is $20,000,000. We look forward to refining the work plan, the engagement plan, and the associated fees with the City's input.

SUMMARY OF GROUP 4 HOURS
PIC PID PA PM Arch I Staff II Staff I TOTAL
Dawn Merkes Andrea Gifford Jon Hartman Teresa Rom Gary Ching Seb Lopez Unassigned Phase I Nedds Ass., Conceptt Options, Schematic Design (35%) 200 120 80 480 200 400 20 1,500 Task 1.1 Needs Assessment 40 00
Task 1.2 Site + Environmental 40 20 10 00 80 10
Task 1.3-1.5 35% Design (Concept Options, Schematic Design, FF&E) 120 100 40 200 120 300 10 Task 1.6 CEQA- MND (Optional Service)
Task 1.7 Participation (allowance) 60 15 30 30 60 195
Phase II.A Construction Documents (65%, 95%/Plan Check, 100%) 80 120 200 600 400 600 600 2,600 Phase 11.13 Bid+ Award, Construction Support 120 60 300 700 300 600 2,080 SUBTOTAL 460 315 556 1,670 850 1,640 620 6,375

GROUP 4

ARCHITECTURE
RESEARCH +

PLAN N I N G, INC
211 LINDEN AVENUE
SO. SAN FRANCISCO
CA 9 4 0 8 0 USA
T: 650.871.0709
F: 6 5 0. 8 7 1 . 7 9 1 1
P2021-985

GROUPn4
4 ARCHITECTURE
RESEARCH +

PLANNING, INC
211 LINDEN AVENUE
SO. SAN FRANCISCO
CA 94080 USA
T:650.871.0709
F.650.871.7911
www. g4arch. corn

JONATHAN HARTMAN

ARCHITECT
DAWN E. MERKES

ARCHITECT

DAVID SCHNEE

ARCHITECT

ANDREA GIFFORD

ARCHITECT

CAROLYN CARLBERG

ARCH ITECT

GARY CHING

ARCH ITECT

HARDING DOWELL

ARCH ITECT

JILL EYRES

ARCH ITECT

DANIEL L AROSSA

ARCH ITECT
WILLI A M 11 M
ARCH 1 TECT

TERESA ROM

ARCH ITECT
2 December 2021 (revised 05/03/2022)
Luis Estevez, Deputy City Administrator

CITY OF PLACENTIA
401 East Chapman Avenue
Placentia, CA 92870
Re: PROFESSIONAL ARCHITECTURAL AND ENGINEERING DESIGN SERVICES

FOR THE PLACENTIA SENIOR/COMMUNITY CENTER
Dear Mr. Estevez and Members of the Selection Committee:

Group 4 proposes the following fees for our team per major task associated with the scope of work described in our proposal. The resource allocation for Group 4's staff is included in our proposal.

PHASE I SERVICES
Phase I Needs Assessment, Concept Options, Schematic Design (35%) Basic Services $535,800
Participation Allowance $29,000
Reimbursable Allowance $20,000
Subtotal $584,800
Phase I
Supplemental Services
Phase I Environmental
FF+E
$5,000
$8,960
Subtotal $13,960
Total Phase I Basic Services + Supplemental Services $598,760 Phase I Optional Services
IS/MND $65,100 1
PHASE II SERVICES -Estimated
Phase II Construction Documents, Bidding and Award, Construction Administration, Project Closeout
Phase ILA Construction Documents (65%, $942,200
95%/Plan Check, 100%)
Geotechnical $32,800
ALTA Survey $18,200
Phase ILB Bid+ Award, Construction $566,200
Support, Project Closeout
Participation $22,000
Allowance
Reimbursable $70,000
Allowance
Subtotal $1,651,400
Phase 11
Supplemental Services
FF+E
PV + Battery Design
$54,040
$19,800
Subtotal $73,840
Total Phase II Basic Services + Supplemental Services $1,725,240 m:\proposals\2021\985 placentia scc\revised proposal 2022-04-29\O-placentia fees 121 revl .docx

C4
2 December 2021 (revised 05/03/2022) Luis Estevez, Deputy City Administrator Page 2 Hourly Rates
Hourly rates for Group 4 appear on the following sheets. Our subconsultant's rate sheets can be provided if requested.

General Assumptions and Exclusions
Professional service fees are closely tied to the construction budget. As the City has not yet developed an estimate of probable cost, a detailed program, and a project budget and there are many scope variables. We have based the above fee for architectural, engineering, and related design services to an estimated construction budget of approximately $20,000,000.

This budget is intended to be an allowance for hard cost for the site and building as described in the City's RFP. The fee and scope can be adjusted down or up to correspond to available funding.

We welcome the opportunity to review our proposed fees in detail with the City and make adjustments to scope, approach, or fee to optimally align with your needs and budget.

Sincerely,
GROUP 4 ARCHITECTURE, RESEARCH + PLANNING, INC.

Dawn Merkes
Principal
[email protected]
(650) 871-0709x217
Andrea Giffo d
Principal
[email protected]
(650) 871-0709x218
nathan Hartman
Principal
[email protected]
(650) 871-0709x230

EXHIBIT B

CERTIFICATES OF INSURANCE AND ENDORSEMENTS
15 Group 4

ACaRE)

CERTIFICATE OF LIABILITY INSURANCE

DATE(MMIOD/YYYY)
6/20/2022
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS

IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, If SUBROGATION IS WAIVED, subject to the terms and conditions this certificate does not confer rights to the certificate holder in lieu

PRODUCER
AssuredPartners Design Professionals Insurance Services, LLC 3697 Mt. Diablo Blvd Suite 230
Lafayette CA 94549

INSURED
Group 4 Architecture
Research + Planning, Inc.
211 Linden Avenue
South San Francisco CA 94080

COVERAGES
the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. of the policy, certain policies may require an endorsement. A statement on of such endorsement(s).

CNAAME L r Doris A. Chambers
SUN. No. Ext): 510-272-1499 rn c. Nor.

AnDREss: Doris.ChamberspAssuredPartners.com

INSURER(S) AFFORDING COVERAGE
INSURER A: XL Specialty Insurance Company
INSURER B : Travelers Property Casualty Company of America INSURER c : The Travelers Indemnity Company of Connecticut

INSURER D
INSURER E :

INSURER F :

CERTIFICATE NUMBER: 475133493 REVISION NUMBER:

License#: 6003745
GROUP4ARC
NAIC
37885
25674
25682

CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS Af7DL SUBR POLICY EFF POLICY EXP
INSD Wvn POLICY NUMBER (MMIDDIYYYYI (MM/DDIYYYYI
COMMERCIAL GENERAL LIABILITY Y Y 6803J225448 7/18/2021 7/18/2022

CLAIMS -MADE X OCCUR
INSR
LTR
B X

TYPE OF INSURANCE
GEN'L AGGREGATE LIMIT APPLIES PER:

POLICY X I 78 --LOC
OTHER

C AUTOMOBILE LIABILITY

ANY AUTO
OWNED

AUTOS ONLY

X HIRED

AUTOS ONLY
X

SCHEDULED
AUTOS

NON -OWNED

AUTOS ONLY

B X UMBRELLA LIAB X OCCUR
EXCESS LIAB ,1 CLAIMS -MADE
DED 1 1 RETENTION $

WORKERS COMPENSATION

AN YPROPRIETOR/PARTNERIE XECUTNE
OF FICERIMEM BER EXCLUDED?
(Mandatory I,1 Mt
II yes, describe under
DESCR!PT rON OF OPERATIONS below
A Professional Llablllty
Claims Made
Y Y BA9R464848 7/18/2021 7/18/2022
Y Y CUP9G286032 7/18/2021 7/18/2022
YIN
❑ N/A
DPR9981301
LIMITS
EACH OCCURRENCE $ 2.000,000

DAMAGE TO RENTED
PREMISES lEa occurrence) $ 1.000.000
MED EXP (Any one person) $ 10,000
PERSONAL & ADV INJURY $ 2.000.000
GENERAL AGGREGATE $ 4.000.000
PRODUCTS - COMP/OP AGG $ 4.000.000
COMBINED SINGLE LIMIT $ 1,000,000
(Fa accident)
BODILY INJURY (Per person) $
BODILY INJURY (Per accident) $

J,'MAGE
(Per a cIden)
$
EACH OCCURRENCE $ 4,000.000
AGGREGATE $ 4,000.000
PERrc °P
-
EI.

O-
TH
E.L. EACH ACCIDENT $
E.L. DISEASE - EA EMPLOYEE $
E L DISEASE - POLICY LIMIT $
7/22/2021 7/22/2022 $2,000,000 per Claim
$2,000,000 Annl Aggr
DESCRIPTION OF OPERATIONS 1 LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached If more space Is required) The Excess -Umbrella Liability is Following Form to the General Liability and Automobile Liability policies.

RE: 22580-01 Placentia Senior/Community Center
The City of Placentia and its elected and appointed boards, officers, officials, agents, employees, and volunteers are named as an additional insured as respects general liability and auto liability as required per written contract or agreement. General Liability is Primary/Non-Contributory per policy form wording.

CERTIFICATE HOLDER CANCELLATION 30 Day NOC/10 Day for NonPay of Prem City of Placentia, Public Works Director/City Engineer
Attn: Luis Estevez, Deputy City Administrator
401 E. Chapman Avenue
Placentia CA 92870
ACORD 25 (2016/03)

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE

THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.

The ACORD name and logo are registered marks of ACORD

POLICY NUMBER 6803J225448

COMMERCIAL GENERAL LIABILITY
ISSUED DATE: 6/20/2022
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

ADDITIONAL INSURED - OWNERS, LESSEES OR

CONTRACTORS - SCHEDULED PERSON OR

ORGANIZATION
This endorsement modifies insurance provided under the following.

COMMERCIAL GENERAL LIABILITY COVERAGE PART

SCHEDULE
Names of Additional Insured Person(s) or Organization(s):

Any person or organization that you agree in a written contract, on this Coverage Part, provided that such written contract was signed and executed by you before, and is in effect when the "bodily injury" or "property damage" occurs or the "personal injury" or "advertising injury" offense is committed.

Location of Covered Operations:

Any project to which an applicable written contract with the described in the Name of Additional Insured Person(s) or Organization(s) section of this Schedule applies. (Information required to complete this Schedule, if not shown above, will be shown in the Declarations.) A. Section II — Who Is An Insured is amended to in-
clude as an additional insured the person(s) or
organization(s) shown in the Schedule, but only
with respect to liability for "bodily injury", "property damage", "personal injury" or "advertising injury"
caused, in whole or in part, by:

1. Your acts or omissions; or

2. The acts or omissions of those acting on your
behalf;
in the performance of your ongoing operations for
the additional insured(s) at the location(s) desig-
nated above.

B. With respect to the insurance afforded to these
additional insureds, the following additional exclu-
sions apply:

This insurance does not apply to "bodily injury" or
"property damage" occurring, or ''personal injury"
or "advertising injury" arising out of an offense
committed, after:

1. All work, including materials, parts or equip-
ment furnished in connection with such work,
on the project (other than service, mainte-
nance or repairs) to be performed by or on
behalf of the additional insured(s) at the loca-
tion of the covered operations has been com-
pleted; or

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

COMMERCIAL GENERAL LIABILITY
POLICY NUMBER: 6803J225448 ISSUED DATE: 6/20/2022
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

ADDITIONAL INSURED - OWNERS, LESSEES OR

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

COMMERCIAL GENERAL LIABILITY COVERAGE PART

SCHEDULE
Name Of Additional Insured Person(s) Or Organization(s):

Any person or organization that you agree in a written contract to include as an additional insured on this Coverage Part for "bodily injury" or "property damage" included in the "products - completed operations hazard", provided that such contract was signed and executed by you before, and is in effect when, the bodily injury or property damage occurs.

Location And Description Of Completed Operations
Any project to which an applicable contract described in the Name of Additional Insured Person(s) or Organization(s) section of this Schedule applies.

Information required to complete this Schedule, if not shown above, will be shown in the Declarations.

Section II — Who Is An Insured is amended to in-
clude as an additional insured the person(s) or or-
ganization(s) shown in the Schedule, but only with
respect to liability for "bodily injury" or "property dam- age" caused, in whole or in part, by "your work' at the CG 20 37 07 04
location designated and described in the schedule of
this endorsement performed for that additional in-
sured and included in the "products -completed opera-
tions hazard".
© ISO Properties, Inc., 2004 Page 1 of 1

Policy # 6803J225448

COMMERCIAL GENERAL LIABILITY
c. Method Of Sharing
If a!I of the other Insurance permits contribution
by equal shares, we will follow this method also.

Under this approach each insurer contributes
equal amounts until it has paid its applicable
limit of insurance or none of the loss remains,
whichever comes first.

If any of the other insurance does not permit
contribution by equal shares, we will contribute
by limits. Under this method, each insurer's
share is based on the ratio of its applicable limit
of insurance to the total applicable limits of
insurance of all insurers.
d. Primary And Non -Contributory Insurance If
Required By Written Contract
If you specifically agree in a written contract or
agreement that the insurance afforded to an
insured under this Coverage Part must apply on
a primary basis, or a primary and non-
contributory basis, this insurance is primary to
other insurance that is available to such insured
which covers such insured as a named insured,
and we will not share with that other insurance,
provided that:
(1) The "bodily injury" or "property damage" for
which coverage is sought occurs; and
(2) The "personal and advertising injury" for
which coverage is sought is caused by an
offense that is committed;
subsequent to the signing of that contract or
agreement by you.

5. Premium Audit
a. We will compute all premiums for this Coverage
1021:141-.9^/' 7rH`.n nq with-otrr-fules•-a lii'.
b. Premium shown in this Coverage Part as
advance premium is a deposit premium only. At
the close of each audit period we will compute
the earned premium for that period and send
notice to the first Named Insured. The due date
for audit and retrospective premiums is the date
shown as the due date on the bill. If the sum of
the advance and audit premiums paid for the
policy period is greater than the earned
premium, we will return the excess to the first
Named Insured.
c. The first Named Insured must keep records of
the information we need for premium
computation, and send us copies at such times
as we may request.

6. Representations
By accepting this policy, you agree:
a. The statements in the Declarations are
accurate and complete;
b. Those statements are based upon
representations you made to us; and
c. We have issued this policy in reliance upon
your representations.

The unintentional omission of, or unintentional error
in, any information provided by you which we relied
upon in issuing this policy will not prejudice your
rights under this insurance. However, this provision
does not affect our right to collect additional
premium or to exercise our rights of cancellation or
nonrenewal in accordance with applicable insurance
laws or regulations

7. Separation Of Insureds
Except with respect to the Limits of Insurance, and
any rights or duties specifically assigned in this
Coverage Part to the first Named Insured, this
insurance applies:
a. As if each Named Insured were the only
Named Insured; and
b. Separately to each insured against whom claim
is made or "suit" is brought.

8. Transfer Of Rights Of Recovery Against Others
To Us
If the insured has rights to recover all or part of any payment we have made under this Coverage Part,
those rights are transferred to us. The insured must
do nothing after loss to impair them. At our request,
the insured will bring "suit" or transfer those rights
to us and help us enforce them.

9. When We Do Not Renew
If we decide not to renew this Coverage Part, we v�II
mail or deliver to the first Named Insured shown in
the Declarations written notice of the nonrenewal
not less than 30 days before the expiration date.

If notice is mailed, proof of mailing will be sufficient proof of notice.

SECTION V — DEFINITIONS

1. "Advertisement" means a notice that is broadcast or
published to the general public or specific market
segments about your goods, products or services
for the purpose of attracting customers or
supporters. For the purposes of this definition:
a. Notices that are published include material
placed on the Internet or on similar electronic
means of communication; and
b. Regarding websites, only that part of a website
that is about your goods, products or services
for the purposes of attracting customers or
supporters is considered an advertisement.

Page 16 of 21 ends

Includes copyrighted material of Insurance Services Office, Inc. with its permission.

Policy # 6803J225448 COMMERCIAL GENERAL LIABILITY
occupational therapist or occupational
therapy assistant, physical therapist or
speech-language pathologist; or
(b) First aid or "Good Samaritan services"
by any of your "employees" or "volunteer
workers", other than an employed or
volunteer doctor. Any such "employees"
or "volunteer workers" providing or failing
to provide first aid or "Good Samaritan
services" during their work hours for you
will be deemed to be acting within the
scope of their employment by you or
performing duties related to the conduct
of your business.

3. The following replaces the last sentence of
Paragraph 5. of SECTION III — LIMITS OF
INSURANCE:

For the purposes of determining the
applicable Each Occurrence Limit, all related
acts or omissions committed in providing or
failing to provide "incidental medical
services", first aid or "Good Samaritan
services" to any one person will be deemed
to be one "occurrence".

4. The following exclusion is added to
Paragraph 2., Exclusions, of SECTION I —
COVERAGES — COVERAGE A — BODILY

INJURY AND PROPERTY DAMAGE
LIABILITY:

Sale Of Pharmaceuticals
"Bodily injury" or "property damage" arising
out of the violation of a penal statute or
ordinance relating to the sale of
pharmaceuticals committed by, or with the
knowledge or consent of the insured.

5. The following is added to the DEFINITIONS
Section:
"Incidental medical services" means:
a. Medical, surgical, dental, laboratory, x-
ray
ray or nursing service or treatment,
advice or instruction, or the related
furnishing of food or beverages; or
b. The fumishing or dispensing of drugs or
medical, dental, or surgical supplies or
appliances.

6. The following is added to Paragraph 4.b.,
Excess Insurance, of SECTION IV —

COMMERCIAL GENERAL LIABILITY
CONDITIONS:

This insurance is excess over any valid and
collectible other insurance, whether primary,
excess, contingent or on any other basis,
CG D3 79 02 19
that is available to any of your "employees"
for "bodily injury" that arises out of providing
or failing to provide "incidental medical
services" to any person to the extent not
subject to Paragraph 2.a.(1) of Section II —
Who Is An Insured.

K. MEDICAL PAYMENTS — INCREASED LIMIT
The following replaces Paragraph 7. of
SECTION III — LIMITS OF INSURANCE:

7. Subject to Paragraph 5. above, the Medical
Expense Limit is the most we will pay under
Coverage C for all medical expenses
because of "bodily injury" sustained by any
one person, and will be the higher of:
a. $10,000; or
b. The amount shown in the Declarations of
this Coverage Part for Medical Expense
Limit.

L. AMENDMENT OF EXCESS INSURANCE
CONDITION — PROFESSIONAL LIABILITY
The following is added to Paragraph 4.b.

Excess Insurance, of SECTION IV —

COMMERCIAL GENERAL LIABILITY
CONDITIONS:

This insurance is excess over any of the other
insurance, whether primary, excess, contingent
or on any other basis, that is Professional
Liability or similar coverage, to the extent the
Toss is not subject to the professional services
exclusion of Coverage A or Coverage B.

M. BLANKET WAIVER OF SUBROGATION —

WHEN REQUIRED BY WRITTEN CONTRACT
O'l henommvIT
The following is added to Paragraph 8., Transfer
Of Rights Of Recovery Against Others To Us,
of SECTION IV — COMMERCIAL GENERAL
LIABILITY CONDITIONS:

If the insured has agreed in a written contract or
agreement to waive that insured's right of
recovery against any person or organization, we
waive our right of recovery against such person
or organization, but only for payments we make
because of:
a. "Bodily injury" or "property damage" that
occurs; or
b. "Personal and advertising injury" caused by
an offense that is committed;
subsequent to the signing of that contract or
agreement.
© 2017 The Travelers Indemnity Company. All rights reserved. Page 5 of 6 Includes copyrighted material of Insurance Services Office, Inc. with its permission.

POLICY NUMBER: BA9R464848 COMMERCIAL AUTO
CA 20 48 10 13
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

DESIGNATED INSURED FOR

COVERED AUTOS LIABILITY COVERAGE
This endorsement modifies insurance provided under the following:

AUTO DEALERS COVERAGE FORM

BUSINESS AUTO COVERAGE FORM

MOTOR CARRIER COVERAGE FORM
With respect to coverage provided by this endorsement, the provisions of the Coverage Form apply unless modified by this endorsement.

This endorsement identifies person(s) or organization(s) who are "insureds" for Covered Autos Liability Coverage under the Who Is An Insured provision of the Coverage Form. This endorsement does not alter coverage provided in the Coverage Form.

This endorsement changes the policy effective on the inception date of the policy unless another date is indicated below.

Named Insured: Group 4 Architecture
Endorsement Effective Date: 7/18/2021

SCHEDULE
Name Of Person(s) Or Organization(s):
information required to complete this Schedule, if not shown above, will be shown in the Declarations.

Each person or organization shown in the Schedule is
an "insured" for Covered Autos Liability Coverage, but
only to the extent that person or organization qualifies as an "insured" under the Who Is An Insured
provision contained in Paragraph A.1. of Section 11 —
Covered Autos Liability Coverage in the Business
Auto and Motor Carrier Coverage Forms and
Paragraph D.2. of Section 1 — Covered Autos
Coverages of the Auto Dealers Coverage Form.

ACG 0)

CERTIFICATE OF LIABILITY INSURANCE
Acct#: 2832977

DATE(MMIDD/YYYY)
6/21/2022
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS

IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or he endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endofsement(s).

PRODUCER
Lockton Companies, LLC
3657 Briarpark Dr., Suite 700
Houston, TX 77042

INSURED
GROUP 4 ARCHITECTURE RESEARCH PLANNING
211 LINDEN AVE
SOUTH SAN FRANCISCO, CA 94080-3710
Ct)NTACT
NAME: 686.628-8365

PHONE FAX
Alr..114—Feil: iA;r. No)!
E-MAIL
ADDRESS:

INSURERISI AFFORDING COVERAGE
INSURER A : Ace American Insurance Co. 22667
INSURER B :

INSURER C :

INSURER D :

INSURER E :

INSURER F :

NAIC #
COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:

THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN. THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.

INSR -ADDL SUER; POLICY EFF POLICY EXP
LTR TYPE OF INSURANCE llaySn WVn POLICY NUMBER fMMIDDIYYYY] IMM/O1)+YYYY1 LIMITS

COMMERCIAL GENERAL LIABILITY
CLAIMS -MADE . OCCUR
GENAL AGGREGATE LIMIT APPLIES PER:

POLICY � PRO- LOC
JECT
OTHER-

AUTOMOBILE UABILITY

ANY AUTO

ALL OWNED
AUTOS

HIRED AUTOS

UMBRELLA UAB

EXCESS LIAB

ISCHEDULED
AUTOS

NON -OWNED
AUTOS
OCCUR

CLAIMS -MADE
DEO 1 I RETENTIONS

WORKERS COMPENSATION
41017 FYP I IIYFAC. 1 I a all IW
ANY PROPRIETOR/PARTNERIEXECUTIVE rf VI
A OFFICERIMEMEEREXCLUDED, n NIA X
(Mandatory In NH)
If yes, describe udder
DESCRIPTION OF OPERATIONS Wow
C70152502 10/1/2021
10/1/2022
EACH OCCURRENCE $
—17AWAGE (G RENTED
PREMISES (Ea occUrre'Ic )_ 5
MED EXP (Any one person) $
PERSONAL & ADV INJURY 5

GENERAL AGGREGATE S
PRODUCTS - COMP/OP AGO 5

COMBINED SINGLE LIMIT
(Ea accident)
BODILY INJURY (Per person) 5
BODILY INJURY (Per accident) 5
reit..Pt/411 I,AMAGE
{Per Bccldehli
5 EACH OCCURRENCE
AGGREGATE 5
5 x i 1EH-
E.L TACH ACCIDENT $
EL. DISEASE - EA EMPLOYEE S
E.L. DISEASE - POLICY LIMIT $
DESCRIPTION OF OPERATIONS 1 LOCATIONS 1 VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached If more space Is required) Notice to Others Endorsement Included
Placentia Senior Community Center, G4 project#22580-01
WAIVER OF SUBROGATION IN FAVOR OF the City of Placentia and its elected and appointed boards, officers, officials, agents, employees, and volunteers, WHEN REQUIRED BY WRITTEN CONTRACT.

CERTIFICATE HOLDER CANCELLATION

CITY OF PLACENTIA

PUBLIC WORKS DIRECTOR/CITY ENGINEER
401 E. CHAPMAN AVE.

PLACENTIA, CA 92870
ACORD 25 (2016/03)
1,000,000
1,000,000
1,000,000

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE

THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED
IN ACCORDANCE WITH THE POLICY PROVISIONS.

Named Insured
Insperity, INC. UC/F
GROUP 4 ARCHITECTURE RESEARCH PLANNING Policy Number
19001 Crescent Springs Drive Symbol: RWC Number: C70152502 Kingwood, TX 77339
Policy Period Effective Date of Endorsement
10/1/2021 TO 10/1/2022 6/21/2022
Issued By (Name of Insurance Company)
Ace American Insurance Co.

Insert the policy number The remainder of the information is to be completed only when this endorsement is issued subsequent lo the preparation of the policy.

CALIFORNIA WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT This endorsement applies only to the insurance provided by the policy because California is shown in Item 3.A. of the Information Page.

We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule, but this waiver applies only with respect to bodily injury arising out of the operations described in the Schedule, where you are required by a written contract to obtain this waiver from us.

You must maintain payroll records accurately segregating the remuneration of your employees while engaged in the work described in the Schedule.

Workers' Compensation and Employers' Liability Policy
Endorsement Number
Schedule

1. (X) Specific Waiver
Name of person or organization:

City of Placentia ; Public Works Director/City Engineer 401 E. Chapman Ave.

Placentia, CA 92870
( ) Blanket Waiver
Any person or organization for whom the Named Insured has agreed by written contract to furnish this waiver.

2. Operations:

Placentia Senior Community Center, G4 project#22580-01

3. Premium:

The -premium ohargefor tiII tCLUDEG pet eei n ut the iattrornla premium aevelopea on payroll in connection with work performed for the above person(s) or organization(s) arising out of the operations described.

4. Minimum Premium : INCLUDED
.0/-;444e_e
Authorized Representative
WC 99 03 22

GROUP 4 21 June 2022

ARCHITECTURE
RESEARCH +

PLANNING, INC
211 LINDEN AVENUE
SO. SAN FRANCISCO
CA 94080 USA
7:650.871.0709
F:650.871.7911
www.g4arch.com

JONATHAN HARTMAN

ARCHITECT
DAWN E. MERKES

ARCHITECT

DAV I D SCHNEE

ARCHITECT
1r n. s • r.1.0

ARCHITECT

CAROLYN CARLBERG
ARCH 1 TECT

GARY CHING
AR CH 1 TECT

HARDING DOWELL
ARCH 1 TECT

JILL EYRES
AR CH 1 TECT

DANIEL L AROSSA
ARCH 1 TECT
W 1 1 1 1 A M L I M
ARCH 1 TECT

TERESA ROM
ARCH 1 TECT
Luis Estevez, Deputy City Administrator
Publlic Wervices & Infrastructure

CITY OF PLACENTIA
401 E. Chapman Avenue
Placentia, California 92870
Re: Placentia Senior/Community Center
Section 3700 Workers Compensation
Dear Mr. Estevez:

Group 4 is aware of and will comply with, Section 3700 of the Labor Code, requiring every employer to be insured against liability of Workers Compensation or to undertake self-insurance before commencing any of the work.

Sincerely,
GROUP 4 ARCHITECTURE, RESEARCH + PLANNING, INC.
-I.0acv2L Mu.k,,o
Dawn Merkes AIA
Principal
DM/mm
cc: 22580-01
g:\22580-01 placentia senior community center\y-contract\insurance\client\121 Ie01 section 3700.docx

7 Proposed Senior/Community Center
September 20, 2022

Project Background
• The Parks Initiative was approved by the City Council in June 2021 and is aimed at improving and renovating aging park infrastructure, amenities, and facilities over the course of two (2) fiscal years • As part of the Parks Initiative, it was determined that the City's aging Senior Center no longer adequately accommodates community needs and the construction of a new facility should be PXnInrP(i
• In this effort, a Blue -Ribbon Committee was established with the special purpose to identity the needs and design components of a proposed Senior/Community Center to be constructed • The City Council directed staff to engage the County of Orange to discuss the possibility of the proposed facility to be constructed at Tri -City Park and to procure the services of an architectural firm to prepare the design plans for the proposed facility to the 35% complete level • Staff solicited a Request for Proposals (RFP) from qualified architectural design firms to prepare the Phase I preliminary architectural and engineering design package

Design Firm Selection Process
• In response to the RFP, the City received ten (10) proposals • City staff along with three (3) members of the Blue -Ribbon Committee reviewed the proposals and invited the top three (3) scoring firms for an interview • In person interviews were conducted with the top scoring firms • The interview panel scores were consistent, with the design firm, G4 rating highest amongst the final candidates
• Based on the qualifications of G4, completeness of the submitted RFP, and in person interviews conducted, the Blue -Ribbon Committee recommends that the City Council award G4 a Professional Services Agreement for the preparation of the design plans for the proposed Senior/Community Center facility to the 35% complete level

Design Firm Selection Process
• The following table outlines the combined scores of the submitted proposals:

CONSULTANT
Group 4

TOTAL SCORE
280
Perkins Eastman
273
ELS
Dahlin Group
271
268
JKA
260
SVA
259
GGA
248
Sillman
Paul Murdoch
Infrastructure Engineers
239
238
209

Qualifications of G4
• G4 was the highest ranked firm based on their extensive experience in delivering similar design projects
• G4 was the lead design team on the recently completed City of Yorba Linda Public Library project • The G4 design team developed draft building elevations as part of their presentation which was a key component in conveying their approach to the City's project and an excellent example of their skills
• The selection committee found the G4 team to be highly professional with an impressive background in designing similar senior/community center facilities • Once the G4 team was identified as the top-ranked firm, Staff worked with the team to refine their work scope

Timeline
• The consultant will utilize the existing building floor plans previously developed as a starting point while offering suggestions and improvements based on the City and Blue -Ribbon Committee's input • The consultant will also be responsible to identify the full range of furnishings, fixtures, and equipment to be used in the facility
• Based on input provided by the City and Blue -Ribbon Committee, a schematic design consisting of refined floor plans, exterior building elevations, project schedule, and construction cost estimate will be developed and presented to the City Council for its consideration • The City Council will have the opportunity to evaluate and consider its options and provide staff with policy direction
• Additionally, Staff will continue to work with the County of Orange to complete the drafted lease agreement between the City and the County for the use and operation of the proposed facility at Tri - City Park

Recommendation
• The recommended contract scope of work limits the City's costs to the 35% complete level per City Council direction
• The scope includes the preparation of a detailed needs assessment report as determined by the Blue -Ribbon Committee input on the form, fit, and finish of the new facility along with concept options and a schematic design
• The Blue -Ribbon Committee recommends that the City Council award a Professional Services Agreement for a not -to -exceed amount of $598,760 to provide Phase I, 35% complete architectural and engineering design services for the proposed Senior/Community Center at Tri -City Park • Staff is recommending that the Professional Services Agreement between the City and G4 consultant A
inc u e d conti��ge��Ly L.IdU Liid(. irie dppIuvdl of the agreement •is contingent upon the approval of the County of Orange approving the lease agreement for the construction of a proposed Senior/Community Center

Questions/Concerns

Placentia Cit Council

AGENDA REPORT
TO: CITY COUNCIL
VIA: CITY ADMINISTRATOR
FROM: DEPUTY CITY ADMINISTRATOR / PUBLIC SERVICES AND INFRASTRUCTURE DATE: SEPTEMBER 20, 2022
SUBJECT: CITY COUNCIL STUDY SESSION: SANTA FE AVENUE STREET CLOSURE FISCAL
IMPACT: NONE
SUMMARY:

On May 17, 2022, the Placentia City Council held a study session to discuss the potential for a permanent closure of the 100 block of Santa Fe Avenue. Staff's recommendation to the City Council was to keep the street closed and engage with the local community to discuss the benefits of a permanent street closure, and the kinds of amenities that should be included as well as additional policy issues the City Council would need to consider. The City Council's direction to Staff was to reopen the street to one-way traffic while still allowing space for outdoor dining uses.

Pursuant to Council direction, Staff reopened the street in mid-August.

At the September 6, 2022 City Council meeting, public comments related to the street reopening were received by Council and Staff was directed to agendize a discussion item regarding the street closure for the September 20, 2022 City Council meeting. Inasmuch as the City Council directed this item be included on the agenda for discussion, further policy direction on this subject is within the City Council's discretion.

RECOMMENDATION:

It is recommended that the City Council receive and file this report and direct Staff accordingly.

STRATEGIC PLAN STATEMENT:

There is no specific strategic planning goal or objective associated with this agenda item.

DISCUSSION:

On July 21, 2020, the City Council approved a temporary closure of the 100 block of Santa Fe Avenue in response to the COVID-19 pandemic and the subsequent closure of indoor dining throughout the State. The street closure was well-received by the community and Old Town Merchants with the merchants reporting record sales as a result of the street closure. In June 2021, the City Council unanimously approved an extension of the street closure through June 30, 2022.

3. b.

Sept 20, 2022

City Council Agenda
September 20, 2022

Page 2 of 2 ends

A community survey gauging the public's interest in the street closure was published on January 27, 2022 and was open to the entire community as well as Old Town merchants. A total of 304 community members responded to the survey. Eighty-nine percent (89%) of the community survey respondents supported making the street closure permanent with new public amenities. A total of twelve (12) Old Town property and/or business owners responded to the survey, eighty- three percent (83%) of whom supported making the closure permanent. The survey results are attached for reference (Attachment).

On May 17, 2022, the City Council conducted a study session to consider the potential for a permanent street closure on Santa Fe Avenue and the creation of a new public plaza space.

Staff's recommendation to the City Council was to keep the street closed and engage with Old Town businesses and property owners to discuss the potential benefits of a permanent street closure and configuration of the roadway into permanent open space in the form of a public plaza.

The City Council's direction to Staff was to reopen the street to one-way traffic allowing space on either side of the travel lane to accommodate outdoor dining. That effort was completed in mid- August for a total cost of $78,773.

At the September 6, 2022, City Council meeting, the City Council received public comments regarding the street reopening. As a result, the City Council directed staff to place a discussion item regarding the street reopening on the September 20th Council meeting agenda for further discussion. Inasmuch as the City Council directed this item to be placed on this agenda, further policy direction is at the discretion of the City Council.

FISCAL IMPACT:

There is no direct fiscal impact associated with the recommended actions.

Prepared by:1111 Approved by:
14 --
Luis Estevez
Deputy City Adminis .tor
Attachment:

Resident and Business Survey Results
�Uam� n R. Arrula --
City Administrator

Summary
Outdoor Dining in Old Town Placentia
Business Survey
Updated as of April 25, 2022
Questions Responses e Settings
Question Individual
Business Owner Name
12 responses
Joe Rasic
Dennis Blake
Roy Redman
Ana alvarez
Joy Gunderson
Kenny Binnings
Michele Severson
Golden State Coffee Roaslers
Ana Avila
Business Owner Name
12 responses
Ana alvarez
Joy Gunderson
Kenny Binnings
Michele Severson
Golden State Coffee Roasters
Ana Avila
Rosalina Davis
San Sushi
Francisco Miranda
Attachment 1

Business Name
12 responses
Craftsman Pizza
Blake Services, Inc.

Farmers insurance
Faceology
Aflac
Perimeter Protection
Placentia Chamber of Commerce
Golden State Coffee Roasters
Hecho en Mexico
Business Name
12 responses
Faceology
Aflac
Perimeter Protection
Placentia Chamber of Commerce
Golden State Coffee Roasters
Hecho en Mexico
Tlaquepaque Restaurant
San Sushi
El Cantarito Restaurant
Attachment 1

Questions Responses ® Settings

1. Are you a landlord or a tenant?
12 responses
• Landlord
• Tenant
iL❑ Copy

2. Business Type
12 responses
• Restaurant
• Retail
• Office
• Service
g Copy

3. Does your business currently have outdoor dining?
12 responses
Yes
• No
L❑ Copy
Attachment 1

4. What most do you like about outdoor dining in Old Town Placentia 12 responses
01 8.3%
El Copy
• Outdoor seating
• Live music
• Ambiance
• Nothing. It looks terrible and no one
uses it.
• All of the above
• Safety and Outdoor Seating
• We think we would have more business
if the street was open. Seniors and other
people feel it would be a lot better to b...

5. Do you believe there are additional improvements needed in the current temporary street closure? (Please check all that apply)
12 responses
L❑ Copy
Safety —0 (D%)
Traffic Circulation 2 (16.7%)
Public Access M-1 (8.3%)
Street Signage 5 (41.7%)
Aesthetics 7 (58.3%)
Parking
People always think no one will... M-1 (8.3%)
0 2 4 6 8 10
10 (83.3%)
Attachment 1

6. Would you support a permanent street closure which may include new public amenities, such as widen sidewalks, shaded trees, entertainment space, landscaping, etc.?
12 responses
• Yes
• No

7. If you answered yes to Question 6, what specific types of public amenities would you like to see included in a permanent street closure? (Please check all that apply) 10 responses
L❑ Copy
L❑ Copy
Water fountain 4 (40%)
Space for live music and entert... 8 (80%)
Space for pop-up street vendors 4 (40%)
Play equipment for children 1 (10%)
Outdoor seating for restaurant...

Public benches and picnic tables 6 (60%)
Shade trees and shade structur... 9 (90%)
Parking Structure IIM-1 (10%)
misters and more shade for pat_ 1 (10%)
0 2 4 6 8 10
10 (100%)
Attachment 1

Do you have any other comments?
9 responses
Do it now
We need a parking structure
A permanent place for business parking, longer than 2 or 4 hours. If with a permit lower than current pricing. We are paying rent and supporting the City already.

I am all in favor of the outdoor street closure. As a business owner/office space user, it is nice to hear/see community and family outside visiting, eating and talking. I think items in #7 would make it even more welcoming. I think the use will pick up when the employee market stabilizes allowing restaurants to provide outdoor service more frequently.

Our number 1 complaint of why people don't come to our place is because of parking. We also were driving a significant part of our business pre -pandemic from people who could drive up and run in and out. That business is down 75°% of what it was pre -pandemic.

What if the city gives the different restaurants to decorate their "area" to their liking. Maybe by making it "their own decoration" the restaurants that are against it will grow to see all of it's benefits.

Do you have any other comments?
9 responses
business Is Gown /5X2 of wnat n was pre -pandemic.

Outdoor dining established August 11, 2020 created a such a positive energy and safe environment for the community. We would love to continue having the 100 Block of Santa Fe closed because it has triggered economic development, safety from the virus for families to dine outside, safety from Traffic blasting through Old Town and causing accidents and collisions, and increasing a positive image of Old Town which had been detrimental for decades.

Should push the build the parking structure plans and start correcting the monthly and hourly to keep maintenance, also profit.

There are lots of tours and local residents will willing to pay the fee for more safe parking.

We like the idea of the wider sidewalks for us to put a few tables. It has been very difficult to pay for staff for outdoor dining since most of the time there is not enough business for the outdoor dining. If the street was open again we would get more flow
of people driving by and more parking for our customers.

Attachment 1

Outdoor Dining in Old Town Placentia
Resident Survey
Updated as of April 25, 2022
Questions Responses 0 Settings
304 responses
GI
Accepting responses .

Summary Question Individual
Name
304 responses
Ben Rasic
Carrie
Diane Navarro
Andrew Binnings
Olivia Estavillo
Eileen Cloutier
Judy Frank
Matt rupard
IPnnifer i;IItierre7
1 Attachment 1

Questions Responses 0 Settings

1. Are you a resident of Placentia?
304 responses
• Yes
• No
op Copy

2. Have you dined in OId Town Placentia prior to the closure of Santa Fe Street? 304 responses
• Yes
• No
L❑ Copy

3. Have you dined outdoors in OId Town Placentia since the closure of Santa Fe Street? 304 responses
• Yes
• No
L❑ Copy
Attachment 1

4. If you answered yes to Question 3, what did you like about outdoor dining in Old Town Placentia?
284 responses
L❑ Copy
• Option to dine outdoors
• Live music
• Ambiance
• All of the above
• All of the above
• all of the above!
• All of the above.
• The option if eating outdoor ands the...
115 •

5. What aspects of the street closure can be improved? (Please check all that apply) 304 responses
Safety
Traffic Circulation
Public Access
Street Signage
Aesthetics
h62 (20.4%)
—88 (28 9%)
87 (28.6%)
H-122(401%)
0 L❑ Copy
169 (55.6%)
50 100 150 200

6. If you have participated in the Outdoor Dining in Old Town, please answer the following:
outdoors.
289 responses
Due to Safety concerns, I was more comfortable dining
• Strongly Agree
• Agree
• Neutral
• Disagree
• Strongly Disagree
ip Copy
Attachment 1

7. If you have participated in the Outdoor Dining in Old Town, please answer the following: It provided a valuable alternative dining experience 289 responses
• Strongly Agree
• Agree
• Neutral
• Disagree
• Strongly Disagree

8. If you have participated in the Outdoor Dining in Old Town, please answer the following: The street closure encouraged me to dine in Old Town when I would not have done so otherwise.
290 responses
▪ Strongly Agree
• Agree
• Neutral
• Disagree
• Strongly Disagree

9. Would you support a permanent street closure which may include new public amenities, such as widen sidewalks, shaded trees, entertainment space, landscaping, etc.?
304 responses
▪ Yes
• No
Lp Copy
LD Copy
ED Copy
Attachment 1

10. If you answered yes to Question 9, what specific types of public amenities would you like to see included in a permanent street closure? (Please check all that apply) 272 responses
Water fountain
Space for live music and e...

Space for pop-up street ve...
72 (26.5%)
Play equipment for children
Outdoor seating for restau...

Public benches and picnic...

Shade trees and shade str...

Keep the early Placential... -1 (0.4%)
Parking structure, outdoor... -1 (0.4%)
restroom and parking -1 (0.4%)
Non -car access to downto... -1 (0.4%)
Water bottle filling station -1 (0.4%)
Access to restrooms -1 (0.4%)
Redevelopment to make a... -1 (0.4%)
NO street vendors - lets s... -1 (0.4%)
well maintained and CLEA... -1 (0.4%)
Restroom -1 (0.4%)
Heaters in the winter -1 (0.4%)
Just public benches -1 (0.4%)
It needs to feel safe, and c... -1 (0.4%)
Selecting some local tile li... -1 (0.4%)
No smoking signs or a sm... -1 (0.4%)
None, would prefer the str... -1 (0.4%)
Pictorial panels about the... -1 (0.4%)
Modern statues/artwork -1 (0.4%)
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Do you have any other comments?
133 responses
No
only concern is more parking. i think this change would be an incredible investment into the city's businesses and culture!
I think it has been great and making it permanent would be a great benefit to the city - more options for great community events like tamale festival
Would love some different kind of restaurants in tbere
Flowers, umbrellas for tables
Covid variants are going to be around for a long time don't take away a businesses opportunity to keep having customers! To many places are closing!
The closure is stupid. Hardly anyone uses it now and it kills access in and out of town for residents. It also kills parking for visitors. The street needs to be reopened.

Do you have any other comments?
133 responses
Keep entertainment location neutral or different stages/areas so it is fair to the various restaurants on the street. Keeping it on one side all the time could favor specific restaurants. Would alcohol be allowed outside? Will there be an impact on current stores? would rent increase and they would need to close? Do not like street closure to be permanent. Handicap parking is not available. Have stayed away for this very reason.

Add bars to to make it for all ages
Police presence would help the overall safely.

Having the option of outdoor dining in a safe environment is ideal, especially with our awesome weather.

Updating the facade of some of the restaurants would be nice too. This is a win win for Placentia and surrounding communities.

Love the options to be able to dine outside if needed!
The parking is still horrible. Opening the street now is a better idea to allow more cars to dine and go. Once the structure is built and outdoor heating addedthe outdoor area can be nice if closed off. The merchants 1 1
Attachment 1

Do you have any other comments?
133 responses
My only comment is that before the outdoor seating happened as a result of the pandemic, the downtown area was somewhat of an eyesore and very unappealing. The outdoor dining brings in people because it's a better use of space and inherently people like to be outside when given the option. Let's keep it! It is a public street and should be returned as such.

Choice to sit at any table or area.

Live Music is a great idea!
It is a ghost town 90 percent of the day. Most people eat indoors now. The street should be open its been great. i think the restaurant input should be held above the rest.

My family supports the permanent street closure since it will provide a great outdoor community space that is within walkable distance - especially in our beautiful California weather and if the street becomes a proper promenade with decorative pavers, shading, etc. Our biggest concern in the current temporary configuration is the traffic conditions. We live in the Clementine Community at the end of Santa Fe Ave and Do you have any other comments?
133 responses
closing streets closes you off my mind as a destination. There are so many great destinations with plenty of parking and indoor dining. if I wanted to eat outdoors I would go to a nice location and eat there, not next to railroad tracks in the middle of town. Maybe if you had an outdoor dining option with acres of green grass around and no trains that might be attractive though I would prefer A/C and indoor dining to whatever you could create there.

I don't feel entirely comfortable sometimes downtown. Crime, gangs in the area. Tagging. A pleasant experience getting to old town would be nice. Bradford Ave sidewalks are really in disrepair with unsightly yards. Not welcoming.

My business is Placentia. We eat at the local restaurants in old town once a week. We live in beautiful Southern California. We always choose to eat at a restaurant that has outdoor seating Need more parking tho!
Please keep it the way it is
I think the outdoor dining during the pandemic was very helpful and creat for the business owners ...moving Attachment 1

Do you have any other comments?
133 responses
This is how Europe dines and it is a wonderful experience Love Placentia
There is a lot of unused space on the east end so perhaps extra tables that people can use that are not for any specific restaurant. We need a bigger "no u -turn" sign at Bradford/Santa Fe. I live in the community there on Santa Fe and I've almost been hit MANY times with people suddenly making a u -turn in front of me.

If you are going to do it, do it right. Make is fun first. Make it make money. Make is safe. Make parking with easy safe access to the area. Keep the local charm, but clean it up to a nice outdoor mall, food, stores .. . get the train to stop there!!!
No water fountain. Nothing wasteful. Do it right for the future.

If the merchants effected by it like it, I think it is a good idea. To me it depends on what they think since they are the ones that will be most effected by it.

Do you have any other comments?
133 responses
Please make this permanent!
I think it would be cool to have areas for pop up vendors or even food trucks. A fun community area to hang out in! I think the parking situation could be improved though, due to limited safe options This would be a definite plus for our community
I truly enjoy the option of dining outdoors. It is a nice ambiance and gives the feel of community. The outdoor dining experience with the different choices of places to eat was what drew me to Old Town Placentia.

We need a variety of cultural dining . We only have Mexican food offerd to public . Although delicious.

We must bring in more people to old town.

I love the option to be able to sit outside
More readily available parking please.
1 Attachment 1

Do you have any other comments?
133 responses
I think the local residents of the area should have a large say since it impacts their homes and neighborhoods directly VS the locals coming to eat
This is a well thought out survey, thank
Even though I haven't eaten there -it looked very nice and a pleasant place to congregate. Keeping it closed does not cause a traffic problem. Easy to take another street.

It was already quite nicely done. If it doesn't generate more revenue, I don't think overspending investment into the area would be a great idea. However, having the entire outdoor option is a very nice unique thing for our city that may open up potential in the future.

Enjoy having outdoor dining.

I have seen this in other Cities where the sidewalk and street become filthy and are rarely cleaned. This also requires more regular traffic to drive through the surrounding neighborhoods which is not appreciated by residents. Also there is no Police presence in old town. See downtown HB (substation) and downtown Brea (substation). It is too easy to become a crime victim. Money would better be spent providing better Do you have any other comments?
133 responses
We used to frequent downtown Brea. Since the new out door seating in Placentia we haven't been back to Brea.

When you build the train station, consider traffic flow. Don't close the street I think it would draw more people to the area, including people outside Placentia.

Thank you
Open the street parking is a pain and parking behind is a nightmare.

The owners and servers have been so kind and appreciate all of us who come. That makes it feel very welcoming. I love the murals, the lights, the umbrellas during the day, the live music. A big thank you to all who have made if a great place to experience the old downtown.

More parking
Great space. Please keep it as an option. It could become a great draw to people as the area grows with more developments. Kind of like downtown Brea did years ago. 1 Attachment 1

Do you have any other comments?
133 responses
I nope we keep the street closure.

Don't forget parking and ease of access. If we have to park far away from the area it defeats the purpose of the closure. Lighting needs to be better in the area, and for all areas that people will walk to from parking.

I love the idea!!
I would love to see the street stay closed but support prioritizing the preferences of the local businesses.

Please have a solution to potential overnight 'camping' or transient squatting. Security cameras a must please. This would be a fantastic family outing experience as long as its kept CLEAN & SAFE. Thank you very much!
It's time to open the street. There is no parking for business or for the people who live on the buildings.

There is no place for emergency access. A person had a seizure in a business and it was very hard to get to her right away due to no through traffic. I strongly believe it's time to open the street. I drive by quite often and it's always empty day or night. I often see the chairs slanted against tables by the Tlaquepaque, tables look weathered, it's not needed anymore since everything is opened up. I was just there last night and preferred eating indoors.

Do you have any other comments?
133 responses
I would just make sure the area could be secured after hours so as not to become a stop for homeless individuals.

Please keep outdoor seating! I felt safe during the pandemic if I was outdoors.

The outdoor dining was a great option. Hopefully it can be improved and be more permanent.

We live in CA and there needs to be more outdoor dining Outdoor dining should be made permanent for all restaurants.

Please close. it only benefits one restaurant. It's a safety hazard and causes driver confusion. There is no benefit at this point. Please close !!!!
This feature would update Old Town Placentia to bring it closer to other communities that offer the same feature. We brought friends from out of state to dine outside last summer and they were amazed at how the historic architecture and murals plus outstanding Mexican cuisine really captures the spirit of southern CA. If marketed well, this could bring additional revenue to our city. Please keep it!! Attachment 1

Do you have any other comments?
133 responses
I believe they're closing the downtown permanently creates a lack of parking for all of the area around there. Also, I believe that closing downtown area really highly supports very finite number of businesses.

Some of the businesses downtown are harder to access due to the lack of parking so I think they are often not considered and don't get as much foot traffic as they would with easily access parking. Also some of the locations down there like the coffee store or hard to access for a quick grab and go items. And I believe several of the other Mexican restaurants in that area we're not given the incentives that the handful of restaurants in that little closed off area were given. I don't think that was fair. I think maybe certain times of the year as a special occasion perhaps with special permits that that downtown should be closed off. But think the time has been served during Covid and it is no longer a necessity but it is a perk for those handful of "lucky" businesses at the expense of other businesses. Basically they have their own city funded monopoly of outdoor dining. I think that it was a great idea and that purpose has already been served.

Please keep it it's so nice
Perhaps lengthen the street closure area so that restaurants such as Mi Casita, 301 club , et cetera would be included in the outdoor dining experience
Parking is very limited with street closure
Do you have any other comments?
133 responses
I think having an outdoor option for restaurants allows businesses to increase the amount of customers they probably would not have otherwise and gives those who have health concerns an option to dine comfortably. KEEP THE OUTDOOR DINING VENUE. More revenue for small business owners.

Absolutely great idea.

Prevent vehicular access
Again, we would like to have Santa Fe open to through traffic. Question 5 should mot be mandatory if u don't support the closure of the street, so I just marked anything.

Please don't allow some restaurants to hoard the tables/eating areas. Other business may need tables as well. Either provide specific number of tables per restaurant or open seating for any restaurant that wants to use them. One restaurant wouldn't allow another restaurant to use "their" tables even when they weren't being used at the time. Hence, we had to wait for that restaurants table to be seated. Just be fair about seating assignments to all.

The area is perfect for a pedestrian/dining zone
Attachment 1

Placentia City CouncilSeptember 20, 2022

Placentia City Council
September 20, 2022