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3.A.1. PSA SENIOR COMMUNITY CENTER WITH EXHIBITS

Placentia City Council
September 20, 2022

Document
3.A.1. PSA SENIOR COMMUNITY CENTER WITH EXHIBITS
Meeting
September 20, 2022
Body
Placentia City Council
Pages
16
Original file
157 KB
Text extracted from the city's file for reading and search. Open the original on portal.laserfiche.com. That file is the official record.

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

1.1. 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, including but not limited to, preparing all design documents free from defects.

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.

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 2 Group 4

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.

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 Five Hundred Ninety -Eight Thousand Seven Hundred Sixty Dollars ($ 598,760.00).

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 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.

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 Group 4

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 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.

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;
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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.

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 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:

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.
(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.

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; 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.

6.2. 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.

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.

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:

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

6.5. 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. 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.
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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.

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 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.

6.11. 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 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.

6.17. 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 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.
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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.

6.21. 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. 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.

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. 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:

Date:

Date:

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.

M

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]

1C I • ea, TA
rk
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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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

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, 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

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 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.

AUTHORIZED E PR ESENTATIVE
© 1988-2015 ACORD CORPORATION. All rights reserved.

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.

CG D3 61 03 05 Copyright 2005 The St. Paul Travelers Companies, Inc. All rights reserved. Page 1 of 1 Includes copyrighted material of Insurance Services Office, Inc. with its permission.

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.

CA20481013
© Insurance Services Office, Inc., 2011 Page 1 of 1

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

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 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.

AUTHORIZED REPRESENTATIVE
© 1988-2014 ACORD CORPORATION. All rights reserved,
The ACORD name and logo are registered marks of ACORD

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

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