Agenda packet — Placentia City Council, April 4, 2023 (part 1 of 2)

Mayor Ward L. Smith
District 5
Mayor Pro Tem Jeremy B. Yamaguchi
Councilmember
District 3
Kevin Kirwin
Councilmember
District 2
Rhonda Shader
Councilmember
District 1
Chad P. Wanke
Councilmember
District 4
Robert S. McKinnell
City Clerk
Kevin A. Larson
City Treasurer
Damien R. Arrula
City Administrator
Christian L. Bettenhausen
City Attorney
City of Placentia
401 E. Chapman Avenue
Placentia, CA 92870
Phone: (714) 993-8117
Fax: (714) 961-0283
Email:
[email protected]
Website: www.placentia.org
Revised
Regular Meeting Agenda
April 4, 2023
Placentia City Council
Placentia City Council Acting as Successor Agency to the Placentia Redevelopment Agency
Placentia Industrial Commercial Development Authority
Placentia Public Financing Authority
MasiovvStatement
The City Coin ab Or committed/ to- keepi.ng, Pla.cewtuv w pleasant place by provid.%vtg•asafefa.wtilyatmosphere; superiorpul>i+c se vtce/s-an.d.po-L+,c,Gos- that promote the h cd -hetet atanda rd ,- of commu4/uty life.

V 14,iovvStatemevtt
The City of Pla.centta will/ ma.Gntaiw c w open, hovteAt reapo-ws-Wei, avid/ iwn.ovat-we goverwwtent that d e iverk quality serviced iw a fair and/ equitable/ ma vtwer while/ Optu v ova aa.b-le resources:

Copies of all agenda materials are available for public review in the Office of the City Clerk, online at www.placentia.org , and at the Placentia Library Reference Desk.

Persons who have questions concerning any agenda item may call the City Clerk's Office, (714) 993-8231, to make inquiry concerning the nature of the item described on the agenda.

Procedures for Addressina the Council/Board Members
Any person who wishes to speak regarding an item on the agenda or on a subject within the City's jurisdiction during the "Oral Communications" portion of the agenda should fill out a "Speaker Request Form" and give it to the City Clerk BEFORE that portion of the agenda is called. Testimony for Public Hearings will only be taken at the time of the hearing. Any person who wishes to speak on a Public Hearing item should fill out a "Speaker Request Form" and give it to the City Clerk BEFORE the item is called.

The Council and Board members encourage free expression of all points of view. To allow all persons the opportunity to speak, please keep your remarks brief. If others have already expressed your position, you may simply indicate that you agree with a previous speaker. If appropriate, a spokesperson may present the views of an entire group. To encourage all views, the Council and Board discourage clapping, booing or shouts of approval or disagreement from the audience.

PLEASE SILENCE ALL PAGERS, CELL PHONES, AND OTHER ELECTRONIC EQUIPMENT WHILE COUNCIL AND BOARD MEMBERS ARE IN SESSION.

Special Accommodations
In compliance with the Americans with Disabilities Act, if you need special assistance to participate in this meeting, please contact the City Clerk's Office at (714) 993-8231.

Notification 48 hours prior to the meeting will generally enable City Staff to make reasonable arrangements to ensure accessibility.
(28 CFR 35.102.35.104 ADA Title II)
In compliance with California Government Code § 54957.5, any writings or documents provided to a majority of the City Council regarding any item on this agenda that are not exempt from disclosure under the Public Records Act will be made available for public inspection at the City Clerk's Office at City Hall, 401 East Chapman Avenue, Placentia, during normal business hours.

Study Sessions are open to the public and held in the City Council Chambers or City Hall Community Room. Executive Sessions are held in the Council Caucus Room. While the public may be in attendance during oral announcements preceding Executive Sessions, Executive Sessions are not open to the public.

Placentia City Council/Successor Agency/ICDA/PPFA Agenda, April 4, 2023

Page 1 of 5 ends

PLACENTIA CITY COUNCIL

PLACENTIA CITY COUNCIL ACTING AS SUCCESSOR AGENCY TO THE

PLACENTIA REDEVELOPMENT AGENCY

PLACENTIA INDUSTRIAL COMMERCIAL DEVELOPMENT AUTHORITY

PLACENTIA PUBLIC FINANCING AUTHORITY

REGULAR MEETING AGENDA
April 4, 2023
7:00 p.m. — City Council Chambers
401 E. Chapman Avenue, Placentia, CA
CALL TO ORDER:

ROLL CALL:

Councilmember/Board Member Kirwin
Councilmember/Board Member Shader
Councilmember/Board Member Wanke
Mayor Pro Tem/Board Vice Chair Yamaguchi
Mayor/Board Chair Smith
INVOCATION: Chaplain Kenneth Curry
PLEDGE OF ALLEGIANCE: Firefighter Brandon De Perez
PRESENTATIONS:
a. Proclamation of April 9-15, 2023 as 911 Public Safety Telecommunications Week Presenter: Mayor Smith
Recipients: Placentia Public Safety Communications Staff b. Proclamation of April 28, 2023 as Arbor Day
Presenter: Mayor Smith
Recipient: Public Works Management Analyst Elsa Robinson CITY ADMINISTRATOR REPORT:

ORAL COMMUNICATIONS:

At this time, the public may address the City Council and Boards of Directors concerning any agenda item, which is not a public hearing item, or on matters within the jurisdiction of the City Council and Boards of Directors. There is a five (5) minute time limit for each individual addressing the City Council and Boards of Directors.

CITY COUNCIL/BOARD MEMBER COMMENTS:

1. CONSENT CALENDAR (Items 1.a. through 1.g.):

All items on the Consent Calendar are considered routine and are enacted by one motion approving the recommended action listed on the Agenda. Any Member of the City Council and Boards of Directors or City Administrator may request an item be removed from the Consent Calendar for discussion. All items removed shall be considered immediately following action on the remaining items.

1.a.

Consideration to Waive Reading in Full of all Ordinances and Resolutions Fiscal Impact: None
Recommended Action: Approve
Placentia City Council/Successor Agency/ICDA/PPFA Agenda, April 4, 2023 Page 2 of 5

1.b.

1.c.

1.d

1.e.

1.f.

City Fiscal Year 2022-23 Registers for April 4, 2023
Check Register
Fiscal Impact: $2,350,716.04
Electronic Disbursement Register
Fiscal Impact: $1,534,750.66
Recommended Action: It is recommended that the City Council:
1) Receive and file
Acceptance of Resignation from the Historical Committee Fiscal Impact: None
Recommended Action: It is recommended that the City Council:
1) Accept the resignation of Lisa Quental from the Historical Committee; and 2) Update the City's master Commission/Committee vacancy list to include the vacancy on the Historical Committee.

Amendment No.1 to Professional Services Agreement with Halo Confidential Services
Fiscal Impact:

Expense: Not to Exceed $90,000 (103040-6290)
Recommended Action: It is recommended that the City Council:
1) Approve Amendment No. 1 to Professional Services Agreement with Halo Confidential Services for a total not -to -exceed amount of $90,000; and 2) Authorize the City Administrator to execute the necessary documents, in a form approved by the City Attorney.

Amendment No. 2 To Professional Services Agreement with Sagecrest Planning+Environmental for Provision of Building Official, Plan Check, Inspection, And Planning Services
Fiscal Impact:

Revenue: $120,000 (102532-4160)
Expense: $120,000 (102532-6260)
Recommended Action: It is recommended that the City Council:
1) Approve Amendment No. 2 to the Professional Services Agreement with Sagecrest Planning+Environmental, to provide professional services related to building plan check, building inspection, Building Official, and other building and planning related staffing as needed for a term ending June 30, 2025; and 2) Adopt Resolution No. R-2023-19, A Resolution of the City Council of the City of Placentia, California authorizing a budget amendment in Fiscal Year 2022-23 in compliance with City Charter of the City of Placentia §§ 1206 and 1209 pertaining to appropriations for actual expenditures; and
3) Authorize the City Administrator to approve up to two (2) additional one-year extensions pursuant to the terms of the subject Amendment No. 2 to the Professional Services Agreement with Sagecrest Planning+Environmental; and 4) Authorize the City Administrator and/or his designee to execute the necessary documents, in a form approved by the City Attorney.

Professional Services Agreement with HR Green Pacific For Civil Engineering and Landscape Architecture Design Services for the Old Town Placentia Streetscape Improvement Project, Project No. 9202
Fiscal Impact:

Expense: $608,594 Professional Services Agreement
Budget: $650,000 FY 2022-23 CIP Program Budget
(109202-6770 & 799202-6770)
Recommended Action: It is recommended that the City Council:
1) Award a Professional Services Agreement to HR Green Pacific for a not -to -exceed amount of $608,594 to provide civil engineering and landscape architecture design services for the Old Town Placentia Streetscape Improvement Project, Project No. 9202; and
Placentia City Council/Successor Agency/ICDA/PPFA Agenda, April 4, 2023 Page 3 of 5

1.g.
2) Authorize the City Administrator to approve any change orders up to 10% of the contract not -to -exceed amount, or $60,860; and
3) Authorize the City Administrator and/or his designee to execute all necessary documents, in a form approved by the City Attorney.

Acquisition of Real Property Consisting of a Single Parcel Located at 207 West Chapman Avenue (APN 339-033-21) owned by Nedra M. Crocker Fiscal Impact:

Expenses: $916,500 (Purchase of 207 W. Chapman Avenue
Funding: $916,500 (Housing Successor Agency (530000-6720) Recommended Action: It is recommended that the City Council:
1) Adopt Resolution No. R-2023-17, A Resolution of the City Council of the City of Placentia, California authorizing a budget amendment in Fiscal Year 2022-23 in compliance with City Charter of the City of Placentia §§1206 and 1209 pertaining to appropriations for actual expenditures; and
2) Adopt Resolution No. R-2023-18, A resolution of the City Council of the City of Placentia, California, approving a Purchase and Sale Agreement with Nedra M. Crocker for real property located at 207 West Chapman Avenue and authorizing the sale of property in connection therein and, finding that the acquisition of said property is not a project for the purposes of CEQA as defined by the California Public Resources Code Sections 21065 and 21080and 14 CCR Sections 15378(a) and 15004(b)(2)(A); and 3) Authorize the City Administrator to execute the necessary documents, including a certificate of acceptance as required by Government Code Section 27281 in a form approved by the City Attorney.

2. PUBLIC HEARINGS: None

3. REGULAR AGENDA:

3.a. Reintroduction and First Reading of Ordinance No. 0-2023-01 of the City Council of the City of Placentia, California, Amending Chapter 9.20 ("Wild Animals") of Title 9 ("Animals and Fowl") of the Placentia Municipal Code Relating to Feeding Wild Animals within the City (Continued from March 21, 2023 meeting) Fiscal Impact: None
Recommended Action: It is recommended that the City Council:
1) Receive the staff report and consider the first reading of Ordinance No. 0-2023-01; and
2) Find that the recommended actions are exempt from the California Environmental Quality Act ("CEQA") pursuant to Sections 15061(b)(3) of the CEQA Guidelines, (Title 14, Chapter 3 of the California Code of Regulations). Section 21065 of the Public Resources Code, and the City of Placentia Local Guidelines for implementing CEQA.

CITY COUNCIL/BOARD MEMBERS REQUESTS:

Council/Board Members may make requests or ask questions of Staff. If a Council/Board Member would like to have formal action taken on a requested matter, it will be placed on a future Council or Board Agenda.

ADJOURNMENT:

The City Council/Successor Agency/ICDA/PPFA Board of Directors will adjourn to a regular City Council meeting on Tuesday, April 18, 2023 at 5:30 p.m.

TENTATIVE AGENDA FORECAST
The Tentative Agenda Forecast is subject to change up until the posting of the Agenda for the Council Meeting listed below:
• Acceptance of Resignation from Senior Advisory Committee • PSA: Architectural Design Services for City Hall and Police Station Modernization Project • Construction Contract: Tenant Improvements for Butler Building • Public Hearing: Adjustment of Various City Development Impact Fees and Affordable Housing Fees
Placentia City Council/Successor Agency/ICDA/PPFA Agenda, April 4, 2023 Page 4 of 5

• Adoption of Resolution Establishing and Updating User and Regulatory Fees and Charges • Adoption of Ordinance relating to Feeding of Wildlife in the City • Study Session: Enhanced Infrastructure Financing District (EIFD) Infrastructure Financing Plan (IFP) Amendment

CERTIFICATION OF POSTING
I, Carole M. Wayman, Deputy City Clerk of the City of Placentia and Assistant Secretary of the Industrial Commercial Development Authority, the Successor Agency, and the Placentia Public Financing Authority hereby certify that the Agenda for the April 4, 2023 meetings of the City Council, Successor Agency, Industrial Commercial Development Authority, and the Placentia Public Financing Authority was posted on March 30, 2023.

Carole M. Wayman
Deputy City Clerk
Placentia City Council/Successor Agency/ICDA/PPFA Agenda, April 4, 2023 Page 5 of 5

Type Vendor Name/ID Description
Check Totals by ID
AP 2,350,716.04
EP 0.00
IP 0.00
OP 0.00
City of Placentia
Check Register
For 04/04/2023
Account/Description
Batch ID Amount Invoice# PO # Check # Check Date
Grand Total: 2,350,716.04
Void Total: 0.00
Fund Name Check Totals by Fund Check Total: 2,350,716.04 101 -General Fund (0010)
117 -Measure U Fund (0079)
205 -State Gas Tax (0017)
208-Sccssr Agncy Ret Oblg (0054)
209 -State Gas Tax - RMRA (0060)
210 -Measure M (0018)
225 -Asset Seizure (0021)
227 -Explorer Grant NOC (0076)
228-NOC-Public Safety Grant(0061)
231 -Placentia Reg Nav Cent(0078)
233 -Gen Plan Update Fees (0074)
234 -Technology Impact Fees (0075)
240 -Sewer Construction (0024)
242 -City Pub Sfty Impct Fee (0067)
246-TOD Traffic Impact Fees (0070)
249-TOD District CFD (0080)
260 -Street Lighting Distrct (0028)
265 -Landscape Maintenance (0029)
275 -Sewer Maintenance (0048)
280 -Mist Grants Fund (0050)
401 -City Capital Projects (0033)
405 -Afford Housing In -Lieu (0034)
501 -Refuse Administration (0037)
601 -Employee Health & Wlfre (0039)
701 -Special Deposits (0044)
865,569.36
483,958.62
32,505.42
682.39
516,452.62
113,344.65
1,443.59

24.59 784.15
155,601.23

22.50 23.13
719.18
1,895.51
2,300.00

52.87 43,403.53
9,451.53
41,597.15
15,486.96
55,712.50
4,421.25
2,368.16
2,810.17

84.98 Check Total: 2,350,716.04
Funds will be transferred from the Cash Basis Fund as needed to fund the warrants included on this warrant register User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine

1.b.

April 4, 2023
03/30/2023 :Date
08:06:20 :Time

Type Vendor Name/ID
Description
MW 01-1 AGA ENGINEERS INC JAN TOD TS UPDATES
V012178
City of Placentia
Check Register
For 03/30/2023
Account/Description
702001-6185
Construction Services
MW OH ALL CITY MANAGEMENT 2/19-3/4 CROSSING GUARD SVS 103047-6290 V000005
Dept. Contract Services
MW OH ALLIANCE BUSINESS MAR FD INTERNET FIBER LINE 109595-6215 V011660 Telephone/Internet
MW OH AMAZON CAPITAL SERVICEBLEET PHONE CABLES 102020-6315 V012336 Office Supplies
MW OH AMAZON CAPITAL SERVICES FFICE SUPPLIES 103650-6315 V012336 Office Supplies
MW OH AMAZON CAPITAL SERVICEEFFICE SUPPLIES 103066-6315 V012336 Office Supplies
MW OH AMAZON CAPITAL SERVICE®FFICE SUPPLIES
V012336

MW OH AMAZON CAPITAL SERVICERMS SUPPLIES
V012336

MW OH AMAZON CAPITAL SERVICEEONFERENCE ROOM SUPPLIES
V012336
103065-6315
Office Supplies
1031)66-6362
Emergency Medical Supples
109595-6301
Special Department Expenses
MW OH ANAHEIM SCREEN & GLASSPURCHASE/INST TEMPERED GLASS 103654-6130 V010390 Repair & Maint/Facilities

MW OH ARC
V007475
SCAN TRI CITY PARK, SCC PLANS 105212-6850 / 229999-6850 Building & Facilities
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
Page: 1
Batch ID
AP031323
Check Total:

AP031323
Check Total:

AP031323
AP031323
AP031323
AP031323
AP031323
AP031323
Check Total:

AP0311323
Check Total:

AP031323
Check Total:

Amount Invoice#
PO # Check # Check Date
2,300.00 23024 -IN P12637 00126435 03/16/2023
2,300.00
3,988.44 83820 P12461 00126436 03/16/2023
3,988.44
1,393.37 2408551 00126437 03/16/2023
1,393.37
155.78 1GCX-DT9G- 00126438 03/16/2023

12.56 1J3Q-FYR4- 00126438 03/16/2023

14.89 1JKL-93JT- 00126438 03/16/2023

18.89 1JKL-93JT- 00126438 03/16/2023
137.38 1JKL-93JT- 00126438 03/16/2023

50.37 1NHW-NPKP- 00126438 03/16/2023
389.87
210.47 41215
210.47
525.81 11429681
525.81
00126439 03/16/2023
00126440 03/16/2023
03/30/2023 :Date
08:06:20 :Time

Type Vendor Name/ID

MW OH ASST SECURITY INC
V011251

MW OH AT&T
V008736

MW OH AT&T
V004144

MW OH AT&T
V007715

MW OH AT&T MOBILITY
V011025

MW OH AT&T MOBILITY
V011025
Description

ASSI SECURITY SYSTEM
City of Placentia
Check Register
For 03/30/2023
Account/Description
796206-6840
Machinery & Equipment
2/27-3/26 POWELL BLDG INTERNET 109595-6215
Telephone/Intemet
3/1-31 PD YARD INTERNET

FEB -MAR PHONE CHARGES

FEB -MAR PHONE CHARGES
2/17-3/16 FD STA 1 PHONE LINE
2/17-3/16 FD STA 2 PHONE LINE
1/11-2/10 PW FIRSTNET SERVICE
1/14-2/13 PD/FD FIRSTNET SVS
2/14-3/13 PD/FD FIRSTNET SVS
2/11-3/10 PW FIRSTNET SVS
User: Gabriela Calin
Report: AP 1400M : AP: Warrant List - Machine
109595-6215
Telephone/Internet
296561-6215
Telephone/Internet
109595-6215/21008-6215
Telephone/Internet
109595-6215
Telephone/Internet
109595-6215
Telephone/Intemet
109595-6215
Telephone/Internet
109595-6215
Telephone/Internet
109595-6215
Telephone/Internet
109595-6215
Telephone/Internet
109595-6215
Telephone/Internet
Page: 2
Batch ID
Amount Invoice# PO # Check # Check Date
AP031323 27,408.50 72941 P12704 00126441 03/16/2023
Check Total: 27,408.50
AP031323 53.50 MARCH 2023
AP031323 53.50 MARCH 23
Check Total: 107.00
AP031323 145.26 031423
AP031323 10.19 031423
AP031323 2,426.78 031423
Check Total: 2,582.23
AP031323
AP031323
Check Total:

AP031323
AP031323
AP031323
AP031323
277.92 FD STA 1 MAR
277.92 FD STA 2 MAR
555.84
1,421.14 20865694
6,016.08 20872286
4,867.78 21020878
1,422.34 X03082023
00126442 03/16/2023
00126442 03/16/2023
00126443 03/16/2023
00126443 03/16/2023
00126443 03/16/2023
00126444 03/16/2023
00126444 03/16/2023
00126445 03/16/2023
00126445 03/16/2023
00126445 03/16/2023
00126445 03/16/2023
03/30/2023 :Date
08:06:20 :Time

Type
Vendor Name/1D

MW OH AUDI NORTH OC
V012263

MW OH BEE MAN, THE
V000117

MW OH BOA ARCHITECTURE
V010118

MW OH BRENNAN ESTIMATING
V011259

MW OH CALIFORNIA FORENSIC
V000232
MW OH CARD QUEST INC.

V004355

MW OH CENTURY BUSINESS
V010180

MW OH CENTURY BUSINESS
V010180
Description

FEB VEHICLE REBATE PROGRAM
BEE REMOVAL - 500 NEVIN LN
City of Placentia
Check Register
For 03/30/2023
Account/Description
102534-6363
Resident Vehicle Rebate Prog
103655-6130
Repair & Maint/Facilities
101 W CHAPMAN -DESIGN SERVICES109595-6999
Other Expenditure
MAR FIRE AND SECURITY ALARM 103654-6127
Alarm Monitoring

FEB PD BLOOD DRAWS

BOSCH CARDS

JAN CONTRACT TONER
12/14-3/13 COPIER USAGE
12/14-3/13 COPIER USAGE
MW OH CHARTER COMMUN1CATION15325-3/24 CH FIBER LINE
User: Gabriela Calin
Report: AP 1400M : AP: Warrant List - Machine
103040-6055
Medical Services
101512-6301
Special Department Expenses
109595-6175
Office Equipment Rental
109595-6175
Office Equipment Rental
109595-6175
Office Equipment Rental
109595-6215
Page: 3
Batch ID
Check Total:

AP031323
Check Total:

AP031i323
Check Total:

AP031323
Check Total:

AP031'323
AP031323
AP031323
Amount Invoice#
13,727.34
500.00 FEBRUARY
PO # Check # Check Date
00126446 03/16/2023
500.00
195.00 121338 00126447 03/16/2023
195.00
5,400.00 21 -2941 -PFI -1 P12796 00126448 03/16/2023
5,400.00
360.00 9734 P12660 00126449 03/16/2023
360.00
756.00 2203 P12498 00126450 03/16/2023
756.00
608.41 122759
00126451 03/16/2023
608.41
271.29 AR39922 00126452 03/16/2023
5,440.94 AR42090 00126452 03/16/2023
6,705.44 AR42259 00126452 03/16/2023
Check Total: 12,417.67
AP031323 1,251.44 0347700022523
00126453 03/16/2023
03/30/2023 :Date
08:06:20 :Time

Type
MW OH
MW OH
MW OH
Vendor Name/ID Description
V004450
CHARTER COMMUNICATIONS25-3/24 WHITTEN CTR INTERNET
V004450
CHARTER COMMUNICATIONS26-3/25 PW INTERNET LINE
V004450
CHARTER COMMUNICATIONS23-3/22 NAV CTR INTERNET
V004450
MW OH CHARTER COMMUNICATIOICS1-28 GOMEZ CTR INTERNET SVS V012060
MW OH CHARTER COMMUNICATION1S1-31 GOMEZ CTR INTERNET SVS V012060

MW OH CITY OF BREA
V000125

MW OH COMLOCK
V003166

MW OH COMLOCK
V003166
City of Placentia
Check Register
For 03/30/2023
Account/Description
Telephone/Internet
109595-6215
Telephone/Internet
109595-6215
Telephone/Internet
109595-6215
Telephone/Internet
109595-6215
Telephone/Intemet
109595-6215
Telephone/Internet
BUSINESS CARDS - E. MONTELONGO102533-6315
Office Supplies

BUILDING FORMS

DOOR LOCK REPAIRS, KEYS

DOOR LOCK REPAIRS, KEYS
102532-6315
Office Supplies
103654-6130
Repair & Maint/Facilities
103654-6130
Repair & Maint/Facilities
103654-6130
Repair & Maint/Facilities
103654-6130
Repair & Maint/Facilities
MW OH COMMERCIAL AQUATIC GOMEZ POOL EMERGENCY REPAIR 103654-6130 User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
Page: 4
Batch ID Amount Invoice#
AP031323 648.47 0347726022523
PO # Check # Check Date
00126453 03/16/2023
00126453 03/16/2023
00126453 03/16/2023
AP031323 648.47 0347858022623
AP031323 226.91 0570178022323
Check Total: 2,775.29
AP031323 139.99 12228860103012
AP031323 139.99 12228860103012
Check Total:

AP031323
AP031323
Check Total:

AP031323
AP031323
AP031323
AP031323
Check Totl:

AP031323
279.98

15.38 ASR0000191

58.30 ASR0000191

73.68 190.38 842316
108.44 842339
470.86 842378

40.54 842384
810.22
1,114.97 871913
00126454 03/16/2023
00126454 03/16/2023
00126455 03/16/2023
00126455 03/16/2023
00126456 03/16/2023
00126456 03/16/2023
00126456 03/16/2023
00126456 03/16/2023
00126457 03/16/2023
03/30/2023 :Date
08:06:20 :Time

Type
MW OH
MW OH
MW OH
MW OH
MW OH
MW OH
Vendor Name/ID
V005203

COMMERCIAL AQUATIC
V005203

MW OH COUNTY OF ORANGE
V008881

MW OH CSG CONSULTANTS INC
V011609

MW OH CSG CONSULTANTS INC
V011609
City of Placentia
Check Register
For 03/30/2023
Description Account/Description
Repair & Maint/Facilities
WATER FOUNTAIN ENERGENCY REP103654-6130 / 21008-6130
Repair & Maint/Facilities
WATER FOUNTAIN ENERGENCY REP103654-6130
Repair & Maint/Facilities

GOMEZ POOL MAINT
FEB WHITTEN POOL MAINT 103654-6290
Dept. Contract Services

FEB FOUNTAIN MAINT - LIBRARY
FEB FOUNTAIN MAINT 103654-6290
Dept. Contract Services
103654-6290
Dept. Contract Services
103654-6290/21008-6290
Dept. Contract Services

MAR AFIS SERVICE

OCT BLDG INSPECT SVS

NOV BLDG INSPECT SVS

DEC BLDG INSPECT SVS

JAN BLDG INSPECT SVS
JAN FD PLAN CHECK, INSPECT SVS 102532-6050
Fire Plan Check Services
103040-6290
Dept. Contract Services
102532-6290
Dept. Contract Services
102532-6290
Dept. Contract Services
102532-6290
Dept. Contract Services
102532-6290
Dept. Contract Services
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
Page: 5
Batch ID
AP031323
AP031323
AP01323
AP031323
AP031323
APO 1323
Amount Invoice#
179.85 873799
252.48 873799
1,265.00 873260
1,265.00 873261
287.04 873262
402.96 873262
Check To1al: 4,767.30
AP031323 1,956.00 SH 64821
Check Total: 1,956.00
i
AP031323 14,630.00 47072
AP031323
AP031323
AP031323
AP031323
Check Total:
12,350.00 47932
13,300.00 48551
13,300.00 49061
2,530.00 49079
56,110.00
PO # Check # Check Date
00126457 03/16/2023
00126457 03/16/2023
P12490 00126457 03/16/2023
P12490 00126457 03/16/2023
P12490 00126457 03/16/2023
P12490 00126457 03/16/2023
00126458 03/16/2023
P12547 00126459 03/16/2023
P12547 00126459 03/16/2023
P12547 00126459 03/16/2023
P12547 00126459 03/16/2023
P12547 00126459 03/16/2023
03/30/2023 :Date
08:06:20 :Time

Type
Vendor Name/ID
MW OH DELL MARKETING L.P.

V000301
MW OH DELL MARKETING L.P.

V000301

MW OH DENNIS GRUBB &
V012137

MW OH DENNIS GRUBB &
V012137
Description

VLA CREATIVE CLOUD FOR TEAMS

VLA ACROBAT PRO SUBSCRIPTION

DELL COMPUTER EQUIPMENT

FIRE PLAN CHECK SERVICES

FD INSPECTIONS SERVICE

MW OH DEPARTMENT OF JUSTICE FEB LIVESCAN PROCESSING
V000213

MW OH DUNN-EDWARDS CORP
V000307

MW OH ENTERPRISE FLEET
V003312

MW OH ESO SOLUTIONS INC

PAINTING SUPPLIES
City of Placentia
Check Register
For 03/30/2023
Account/Description
101523-6136
Software Maintenance
101523-6136
Software Maintenance
101523-6136
Software Maintenance
101523-6136
Software Maintenance
102532-6050
Fire Plan Check Services
103066-6290
Dept. Contract Services
101512-6099
Professional Services
0044-2053
DOJ Livescan
0044-2054
FBI Livescan
103654-6130
Repair & Maint/Facilities
JAN PD VEHICLE LEASE - BALANCE 103042-6165
Vehicle Rental
ANNUAL SOFTWARE SUBSCRIPTION103066-6136
User: Gabriela Colin
Report: AP 1400M : AP: Warrant List - Machine
Page: 6
Batch ID
AP031323
AP031323
AP031323
AP0331323
Check Total:

AP03, 1323
AP03, 1323
Check Total:

AP03''1323
AP031323
AP031323
Check Total:

AP031323
Check Total:

Amount Invoice# PO # Check # Check Date
309.91 10650312686 P12809 00126460 03/16/2023

72.20 10650874900 P12809 00126460 03/16/2023
1,362.26 10651753092 P12809 00126460 03/16/2023
1,362.26 10651753105 P12809 00126460 03/16/2023
3,106.63
1,890.00 3041 00126461 03/16/2023
4,490.00 3057 P12571 00126461 03/16/2023
6,380.00
160.00 641047

64.00 641047

17.00 641047
241.00
114.66 2058512550
00126462 03/16/2023
00126462 03/16/2023
00126462 03/16/2023
00126463 03/16/2023
114.66
696.71 FBN4652046A P12531 00126464 03/16/2023
696.71
AP031323 5,295.00 ESO -105416
00126465 03/16/2023
03/30/2023 :Date
08:06:20 :Time

Type
Vendor Name/ID
V012188
Description

MW OH FIFTH AVENUE CLEANERS FEB PD DRY CLEANING SVS
V010431

MW OH FIRST DUE ELEVATOR
V012491

MW OH FOSTER MORRISON
V012475

MW OH GALLS LLC
V000438

ELEVATOR RESCUE TOOLS

MAR CONSULTING SERVICE

FD UNIFORMS

FD UNIFORM

FD UNIFORMS
MW OH GLASBY MAINT. SUPPLY COJANITORIAL SUPPLIES
V000445

MW OH GOLDEN STATE WATER
V000928

MW OH GOVINVEST INC
User: Gabriela Calin
Report: AP1400M : AP: Warrant List- Machine

JAN -FEB WATER CHARGES

JAN -FEB WATER CHARGES
City of Placentia
Check Register
For 03/30/2023
Account/Description
Software Maintenance
Batch ID
Check Total:
103040-6290 AP031323
Dept. Contract Services
Check Total:
103066-6301 AP031323
Special Department Expenses
Check Total:
799203-6770 AP031323
Infrastructure - Major Studies
Check Total:
103066-6360
Uniforms
103066-6360
Uniforms
103066-6360
Uniforms
103654-6301
Special Department Expenses
109595-6335
Water
296561-6335
Water
COSTING MODULE - SUBSCRIPTION 101523-6136
Page: 7
AP031323
AP031323
AP031323
Check Total:

AP031323
Amount Invoice# PO # Check # Check Date
5,295.00
673.45 FEBRUARY 23 00126466 03/16/2023
673.45
1,508.91 23-103 00126467 03/16/2023
1,508.91
6,900.00 IN1-23-4001 P12787 00126468 03/16/2023
6,900.00
667.25 023671953 00126469 03/16/2023

23.71 023671961 00126469 03/16/2023

92.55 023671984 00126469 03/16/2023
783.51

5.04 331547B
Check Total: 5.04
AP031323 5,934.46 031423
AP031323 1,239.14 031423
Check Total: 7,173.60
AP031323 16,000.00 2022-4218
00126470 03/16/2023
00126471 03/16/2023
00126471 03/16/2023
00126472 03/16/2023
03/30/2023 :Date
08:06:20 :Time

Type Vendor Name/ID Description
V012494

MW OH GST
V009410
City of Placentia
Check Register
For 03/30/2023
Account/Description
Software Maintenance
OLD CH INSWITCH/ACCESS POINTS 795106-6850
Building & Facilities

MW OH HOUSTON & HARRIS PCS INTEB SEWER CLEANING SVS
V010110

MW OH IMPERIAL SPRINKLER
V006506

MW OH IMPERIAL SPRINKLER
V006506
MW 01-1 IMPERIAL SPRINKLER
V006506
MW 01-1 IMPERIAL SPRINKLER
V006506

IRRIGATION SUPPLIES

IRRIGATION SUPPLIES
484356-6120
R & M/Sewer & Storm Drain
103655-6130
Repair & Maint/Facilities
103655-6130
Repair & Maint/Facilities
103655-6130
Repair & Maint/Facilities
103655-6130
Repair & Maint/Facilities
103655-6130
Repair & Maint/Facilities
MW OH JACOB GREEN & ASSOCIATBSB PROFESSIONAL COACHING SVS 109595-6999 V012276 Other Expenditure

MW OH JONES & MAYER
V009822

JAN LEGAL SERVICES

JAN LITIGATION SERVICES

JAN LEGAL SERVICES
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
101005-6005
Legal Services
101005-6006
Litigation
101005-6005
Legal Services
Page: 8
Batch ID
Amount Invoice# PO # Check # Check Date
Check Total: 16,000.00
AP031323 3,871.32 INV86859 P12716 00126473 03/16/2023
Check Total:

AP031323
Check Total:

AP031323
3,871.32
39,289.77 23-25124 P12579 00126474 03/16/2023
39,289.77
447.69 0008614072-001 P12634 00126475 03/16/2023
AP031323 109.18 0008670628-001P12634 00126475 03/16/2023 AP031323 127.64 0008933506-001 P12634 00126475 03/16/2023 AP031323 77.07 5309990-00 P12634 00126475 03/16/2023
AP031323 219.44 5321354-00 P12634 00126475 03/16/2023
Check Total:

AP031323
Check Total:

AP031323
AP031323
1 AP031323
981.02
800.00 2217
800.00
186.73 105837
3,338.61 114389
165.40 114390
P12719 00126476 03/16/2023
00126477 03/16/2023
00126477 03/16/2023
00126477 03/16/2023
03/30/2023 :Date
08:06:20 :Time

Type
MW 01-1
MW OH
MW OH
MW OH
MW OH
MW OH
MW 011
MW OH
Vendor Name/ID

JONES & MAYER
V009822

MW OH KEYSER MARSTON
V010468
MW 01-1 KOLB, CIMINO
V011873

MW OH KOLB, CIMINO
V011873
Description

JAN LEGAL SERVICES

JAN LITIGATION SERVICES

JAN LEGAL SERVICES

JAN LITIGATION SERVICES

JAN LEGAL SERVICES

JAN LEGAL SERVICES
City of Placentia
Check Register
For 03/30/2023
Account/Description
101005-6005
Legal Services
101005-6006
Litigation
101005-6005
Legal Services
101005-6006
Litigation
101005-6006
Litigation
101005-6006
Litigation
101005-6005
Legal Services
101005-6005
Legal Services
FEB REAL ESTATE ADV FOR BAKER 342534-6099
Professional Services
EMT CERTIFICATE REIMBURSEMENT03066-6250
Staff Training

FD TRAINIG REGISTRATION

MW OH KOSMONT TRANSACTIONS JAN PORTFOLIO MGMT SVS
V011935
User: Gabriela Calin
Report: AP 1400M : AP: Warrant List - Machine
103066-6250
Staff Training
102020-6099
Professional Services
Page: 9
Batch ID Amount Invoice# PO # Check # Check Date
AP031323 41.50 114391 00126477 03/16/2023
AP031323 89.37 114392 00126477 03/16/2023
AP031323 103.74 114395 00126477 03/16/2023
AP031323 67.03 114397 00126477 03/16/2023
AP031323 2,949.43 114398 00126477 03/16/2023
AP031323 134.06 114399 00126477 03/16/2023
AP031323 705.42 114404 00126477 03/16/2023
AP031323 23,148.92 114574 00126477 03/16/2023
Check Total: 30,930.21
AP031323 4,421.25 0037635 P12732 00126478 03/16/2023
Check Total: 4,421.25
AP031323 165.50 030123 00126479 03/16/2023
AP031323 25.00 030123 00126479 03/16/2023
Check Total: 190.50
AP031323 2,994.18 2201.6-0012 P12532 00126480 03/16/2023 Check Total:
2,994.18
03/30/2023 :Date
08:06:20 :Time

Type Vendor Name/ID Description

MW OH LEHR AUTO GUN RACK REPAIR
V009930

MW OH LN CURTIS & SONS
V011267

MW OH LOMELI, CATHY
V011463

MW OH LYNCH EMS
V011542

PD UNIFORMS - VALDEZ

PD UNIFORMS - TORRES

PD UNIFORMS - CLEVELAND
City of Placentia
Check Register
For 03/30/2023
Account/Description
103041-6137
Repair Maint/Equipment
103041-6360
Uniforms
103043-6360
Uniforms
103041-6360
Uniforms
EMT CERTIFICATE REIMBURSEMENT03066-6250
Staff Training

MAR EMT SERVICES

MW OH MANAGED HEALTH DEC EMPLOYEE ASSISTANT
V008122

MW OH MARIPOSA LANDSCAPES INFEB LANDSCAPE MAINT - LMD
V000647

MW OH MARIPOSA LANDSCAPES INFEB LANDSCAPE MAINT
V000647
MW OH MARIPOSA LANDSCAPES 1N(FEB LANDSCAPE MAINT
V000647
MW OH MARIPOSA LANDSCAPES 1N(FEB LANDSCAPE MAINT - LIBRARY V000647
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
101516-6290
Dept. Contract Services
395083-5161
Health Insurance Premiums
296561-6115
Landscaping
173555-6115
Landscaping
103655-6115
Landscaping
103655-6115/21008-6115
Landscaping
Page: 10
Batch ID
AP031323
Check Total:

AP031323
AP031323
AP031323
Check Totai:

AP031323
Check Total:

AP031323
Amount Invoice#
438.59 SI84722
438.59
250.67 1NV680924

86.98 1NV681373
1,309.29 1NV681979
1,646.94
152.31 030723
PO # Check # Check Date
00126481 03/16/2023
00126482 03/16/2023
00126482 03/16/2023
00126482 03/16/2023
00126483 03/16/2023
152.31
86,198.12 23-5544 P12477 00126484 03/16/2023
Check Total: 86,198.12
AP031323 518.70 PRM -076848 00126485 03/16/2023
Check Total:

AP031323
AP031323
AP031323
AP031323
Check Total:
518.70
6,040.63 101460 P12471 00126486 03/16/2023
P12471 00126486 03/16/2023
P12471 00126486 03/16/2023
P12471 00126486 03/16/2023
9,142.92 101460
4,174.89 101460
1,655.06 101460
21,013.50
03/30/2023 :Date
08:06:20 :Time

Type Vendor Name/ID

MW OH MARTIN, ARMANDO
V011735

MW OH MC FADDEN-DALE
V000635

MW OH MICHAEL BAKER
V010699

MW OH MUNICIPAL EMERGENCY
V011423
Description

FEB ANIMAL REMOVAL SVS
City of Placentia
Check Register
For 03/30/2023
Account/Description
103045-6280
Animal Control Services
Batch ID Amount Invoice# PO # Check # Check Date
AP031323 600.00 0001890 P12515 00126487 03/16/2023
Check Total: 600.00
PW MAINTENANCE SUPPLIES 103654-6301 AP031323 27.69 507052/5 Special Department Expenses
PW MAINTENANCE SUPPLIES 103654-6301 AP031323 116.59 507565/5 Special Department Expenses

JAN SDMP CONSULTING SVS
794201-6751
Infrastructure - Storm Drain
FD CHAMELEON SOFTSHELL JACKET03066-6360
Uniforms

MW OH MUNICIPAL EMERGENCY LEATHER STRUCTURAL BOOT
V011423

MW OH NGUYEN, CATHY NGO TRAVEL REIMBURSEMENT
V012228

MW OH NOVA SECURITY SYSTEMS OLD CH- CONTROLLER & FOB
V009819

MW OH ORANGE COUNTY
V012478

MW OH PACIFIC PRODUCTS &
103066-6301
Special Department Expenses
103550-6245
Meetings & Conferences
103550-6245
Meetings & Conferences
795106-6850
Building & Facilities
FENCE PANELS 50% DOWN PMT 103654-6130
Repair & Maint/Facilities
SIGN -NO DUMPING DRAINS TO OC 103652-6310
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
Page: 11
Check Total: 144.28
AP031323 14,607.50 1172385
Check Total: 14,607.50
AP031323 140.10 IN 1841573
AP031323 677.07 1N 1843984
Check Total: 817.17
AP031323 17.69 022323
AP031323 27.10 030223
Check Total: 44.79
AP031323 9,525.36 17428
Check Total: 9,525.36
AP031323 2,400.00 1615
Check Total: 2,400.00
AP031323 456.86 31510
00126488 03/16/2023
00126488 03/16/2023
P12538 00126489 03/16/2023
00126490 03/16/2023
P12790 00126490 03/16/2023
00126491 03/16/2023
00126491 03/16/2023
P12799 00126492 03/16/2023
P12797 00126493 03/16/2023
00126494 03/16/2023
03/30/2023 :Date
08:06:20 :Time

Type Vendor Name/ID
V003763

MW OH PARS
V006999

MW OH PARS
V006999
MW 01-1 PATH
V011455
Description

NOV ARS -PARS FEES

NOV REP -PARS FEES

JAN ARS -PARS FEES

JAN REP -PARS FEES

FEB NAV CTR MGMT SVS

MW OH PERIMETER PROTECTION CH - INSTALL CAMERAS
V011153

MW OH PLACENTIA YORBA LINDA
V000794

MW OH PLACEWORKS
V012423

MW OH PRUDENTIAL OVERALL
V000836

MW OH PRUDENTIAL OVERALL
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine

GOLD FOIL FOLDERS

CITY CERTIFICATE PAPER
City of Placentia
Check Register
For 03/30/2023
Account/Description
Street Signs
395083-6025
Third Party Administration
395083-6025
Third Party Administration
395083-6025
Third Party Administration
395083-6025
Third Party Administration
784070-6290
Dept. Contract Services
101523-6840
Machinery & Equipment
109595-6230
Printing & Binding
109595-6230
Printing & Binding
CHAPMAN CORRIDOR REGULATORY509104-6017
Special Studies
3/1 PW UNIFORM CLEANING SVS
3/8 PW UNIFORM CLEANING SVS
103650-6360
Uniforms
103650-6360
Page: 12
Batch ID
Check Total:

AP031323
AP031323
AP031323
AP031323.

Check Total:

AP031323
Check Total:

AP031323
AP031323
Check Total: 363.68
AP031323 12,189.19 81270
Amount lnvoice#
456.86
736.14 52211
400.00 52333
755.33 52632
400.00 52756
PO # Check # Check Date
00126495 03/16/2023
00126495 03/16/2023
00126495 03/16/2023
00126495 03/16/2023
2,291.47
137,334.00 800-0223 P12570 00126496 03/16/2023
137,334.00
7,494.00 1008 P12763 00126497 03/16/2023
7,494.00
328.43 60359 00126498 03/16/2023

35.25 60373 00126498 03/16/2023
Check Total:

AP031323
AP031323
P12708 00126499 03/16/2023
12,189.19
161.20 62788381 P12480 00126500 03/16/2023
163.29 62790281 P12480 00126500 03/16/2023
03/30/2023 :Date
08:06:20 :Time

Type
Vendor Name/ID
V000836

MW OH PYROCOP INC
V012136

MW OH PYROCOP INC
V012136
Description

FIRE INVESTIGATION

FIRE INVESTIGATIONS

MW OH QUALITY TILE AND STONE KITCHENET TILE MAT/LABOR
V012378

MW OH QUALITY TILE AND STONE KITCHENET TILE MAT/LABOR
V012378
City of Placentia
Check Register
For 03/30/2023
Account/Description
Uniforms
103066-6290
Dept. Contract Services
103066-6290
Dept. Contract Services
103654-6130
Repair & Maint/Facilities
103654-6130
Repair & MaintlFacilities
MW OH QUICKTURN PROFESSIONALFD T-SHIRTS, HOODED SWEATSHIRT103066-6361 V012486 Personal Protection Equipment

MW OH RALPH ANDERSEN &
V012490

MW OH REVIVAL RENOVATIONS
V012492

MW OH REVIVAL RENOVATIONS
V012492
RECRUITMENT FOR DIRECTOR OF H]k01512-6001
Management Consulting Servics
Batch ID
Check Total:

RECRUITMENT FOR DIRECTOR OF HIk01512-6001
Management Consulting Servics

BLDG PERMIT CANCELLATION

BLDG PERMIT CANCELLATION
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
0044-2030
Strong Motion Fees/Res.
0044-2036
CBSC State Fee
0044-2049
Health & Safety Collection
102532-4160
Building Permits
Page: 13
AP031323
AP031323
Check Total:

AP031323
AP031323
Check Total:

AP0311323
Check Total:

AP0311323
AP03'1323
Check Total:

AP031323
AP031323
AP031323
AP031323
Amount Invoice#
PO # Check # Check Date
324.49
1,267.48 2023-0016 P12625 00126501 03/16/2023
2,317.48 2023-0017 P12625 00126501 03/16/2023
3,584.96
6,500.00 P127761
P12761
P12761
00126502 03/16/2023
1,075.00 P127761 00126502 03/16/2023
P12801 00126503 03/16/2023
8,000.99
15,000.00 INV -03846 P12804 00126504 03/16/2023
10,000.00 INV -03976 P12804 00126504 03/16/2023
7,575.00
8,000.99 1037748
25,000.00

0.98 B23-1145

0.50 B23-1145

2.50 B23-1145
187.75 B23-1145
00126505 03/16/2023
00126505 03/16/2023
00126505 03/16/2023
00126505 03/16/2023
03/30/2023 :Date
08:06:20 :Time

Type Vendor Name/ID
Description

MW OH REVIVAL RENOVATIONS BLDG PERMIT CANCELLATION
V012492

MW OH REVIVAL RENOVATIONS BLDG PERMIT CANCELLATION
V012492
City of Placentia
Check Register
For 03/30/2023
Account/Description
740000-4302
General Plan Update Fee
750000-4303
Technology Fee
MW OH SAGECREST PLANNING ANDJAN BLDG PLAN CHECK, INSPECT 102532-6290 V010576 Dept. Contract Services
MW OH SECO ELECTRIC & LIGHTINCELECTRICAL MAINT AND REPAIRS 103654-6130 V010182 Repair & Maint/Facilities
MW OH SECO ELECTRIC & LIGHTINCELECTRICAL MAINT AND REPAIRS 103654-6130 V010182 Repair & Maint/Facilities
MW OH SELMAN CHEVROLET VEHICLE MAINT - PARTS, LABOR 103658-6134 V009997 Vehicle Repair & Maintenance

MW OH SHADER, RHONDA TRAVEL REIMBURSEMENT
V010255

MW OH SO CAL GAS FEB -MAR GAS CHARGES
V000909

MW OH SOUTHERN CALIFORNIA FEB -MAR ELECTRIC CHARGES
V000910

MW OH SOUTHERN CALIFORNIA FEB -MAR ELECTRIC CHARGES
V000910
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
101001-6245
Meetings & Conferences
109595-6340
Natural Gas
109595-6330/21009-6330
Electricity
109595-6330/21010-6330
Electricity
109595-6330
Electricity
Page: 14
Batch ID
AP031323
AP031323
Amount Invoice# PO # Check # Check Date

22.50 B23-1145

13.13 B23-1145
Check Total: 227.36
AP031323 16,000.00 3976
Check Total:

AP031323
AP031323
Check Total:

AP031323
Check Total:

APO31323
Check Total:
16,000.00

78.84 7843
678.39 7847
757.23
1,581.37 CVCS915600
1,581.37
138.00 031423
138.00
475.66 031423
475.66
AP031323 82.64 031323
AP031323 9.39 031323
AP031323 15, 314.91 031323
00126505 03/16/2023
00126505 03/16/2023
P12603 00126506 03/16/2023
00126507 03/16/2023
00126507 03/16/2023
00126508 03/16/2023
00126509 03/16/2023
00126510 03/16/2023
00126511 03/16/2023
00126511 03/16/2023
00126511 03/16/2023
03/30/2023 :Date
08:06:20 :Time

Type Vendor Name/ID

MW OH SOUTHERN CALIFORNIA
V000910

MW OH SOUTHERN CALIFORNIA
V000910
Description

FEB -MAR ELECTRIC CHARGES

FEB -MAR ELECTRIC CHARGES
City of Placentia
Check Register
For 03/30/2023
Account/Description
800000-6330
Electricity
296561-6330
Electricity
MW OH SOUTHERN CALIFORNIA FEB NEWSPAPER PUBLICATIONS 101002-6255 V009955 Dues & Memberships

MW OH STERICYCLE
V000905

FEB SHREDDING SERVICE
374386-6299
Other Purchased Services
MW OH TIAA COMMERCIAL FINANCEEB PRINTER MANAGEMENT SVS 109595-6137 V010867 Repair Maint/Equipment

MW OH TIME WARNER CABLE
V007869
2/21-3/20 EOC SPECTRUM SERVICE 109595-6215
Telephone/Intemet

MW OH TITAN ENVIRONMENTAL ASBESTOS INSPECTION SURVEY
V011743
105213-6850/229999-6850
Building & Facilities
MW OH TITAN ENVIRONMENTAL OLD CH ASBESTOS & LEAD SURVEY103593-6099 V011743
Professional Services
MW OH TITAN ENVIRONMENTAL OLD CH ASBESTOS & LEAD SURVEY103593-6099 V011743
Professional Services
MW OH TOTUM CORP FEB PSC - CONST INSPECTION SVS 105213-6850 / 229999-6850 V010229 Building & Facilities

MW OH TOWNSEND PUBLIC AFFAIRMAR ADVOCACY SVS
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
101001-6001
Page: 15
Batch ID
AP031323
AP03,1323
Check Total: 15,616.83
758.72 561292
Amount Invoice#

52.87 031323
157.02 031323
AP031323
Check Total:

AP031323
Check Total:

AP031323
PO # Check # Check Date
00126511 03/16/2023
00126511 03/16/2023
00126512 03/16/2023
758.72
327.64 8003501089 00126513 03/16/2023
327.64
2,039.17 9415007 P12702 00126514 03/16/2023
2,039.17
709.20 0034466022623 00126515 03/16/2023
Check Total: 709.20
AP031323 2,045.00 11107871 00126516 03/16/2023
AP031323 1,745.00 11109051 00126516 03/16/2023
AP031323 555.00 11109249 00126516 03/16/2023
Check Total:

AP031323
Check Total:

AP031323
4,345.00
29,942.50 206057
29,942.50
5,000.00 19637
P12762 00126517 03/16/2023
P12495 00126518 03/16/2023
03/30/2023 :Date
08:06:20 :Time

City of Placentia
Check Register
For 03/30/2023
Type Vendor Name/ID Description Account/Description Batch ID Amount Invoice# PO # Check # Check Date V004165 Management Consulting Servics
Check Total: 5,000.00
MW OH TTS ENGINEERING INC FEB PSC - CONSTRUCTION SVS 105213-6850 / 229999-6850 AP031323 176,619.58 23301-2 P12777 00126519 03/16/2023 V012466 Building & Facilities
Check Total: 176,619.58
MW OH V & V MANUFACTURING INOFIRE HAT BADGES & BUGLES 103066-6360 AP031323 945.88 55804 00126520 03/16/2023 V010393 Uniforms
Check Total: 945.88
MW OH VERIZON WIRELESS 01/21-2/20 IPADS INTERNET 109595-6215 AP031323 220.95 9928182619 00126521 03/16/2023 V008735 Telephone/Internet
Check Total: 220.95
MW OH WELLS FARGO VENDOR FIN3/14-4/13 COPIER/PRINTER SVS 109595-6175 AP031323 188.36 5024107926 00126522 03/16/2023 V010076 Office Equipment Rental
Check Total: 188.36
MW OH WEST COAST ARBORISTS INQIJL TREE TRIMMING SVS 173555-6116 AP031323 15,860.50 188507 P12554 00126523 03/16/2023 V001124 Tree Maintenance
MW OH WEST COAST ARBORISTS IMUL TREE TRIMMING SVS 103655-6116 AP031323 15,860.50 188507 P12554 00126523 03/16/2023 V001124 Tree Maintenance
MW OH WEST COAST ARBORISTS INOCT TREE TRIMMING SVS 103655-6116 AP031323 4,049.00 192407 P12554 00126523 03/16/2023 V001124 Tree Maintenance
MW OH WEST COAST ARBORISTS INOCT TREE TRIMMING SVS 173555-6116 AP031323 4,049.00 192407 P12554 00126523 03/16/2023 V001124 Tree Maintenance
MW OH WEST COAST ARBORISTS INI4OV TREE TRIMMING SVS 173555-6116 AP031323 1,650.00 193684 P12554 00126523 03/16/2023 V001124 Tree Maintenance I
MW OH WEST COAST ARBORISTS INIS1OV TREE TRIMMING SVS 103655-6116 AP031323 1,650.00 193684 P12554 00126523 03/16/2023 V001124 Tree Maintenance
MW OH WEST COAST ARBORISTS INDEC TREE TRIMMING SVS 103655-6116 AP031323 1,083.00 194207 P12554 00126523 03/16/2023 V001124 Tree Maintenance
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
Page: 16
03/30/2023 :Date
08:06:20 :Time

Type
Vendor Name/ID
Description

MW OH WEST COAST ARBORISTS INDEC TREE TRIMMING SVS
V001124
MW OH WEST COAST ARBORISTS INC/16-28 BOX TREE PLANTING
V001124
MW OH WEST COAST ARBORISTS INC/16-28 BOX TREE PLANTING
V001124
MW OH WEST COAST ARBORISTS INC/16-28 TREE PLANT/CREW RENTA V001124
MW OH WEST COAST ARBORISTS INC/16-28 TREE PLANT/CREW RENTA V001124

MW OH YORBA LINDA WATER
V010514
City of Placentia
Check Register
For 03/30/2023
Account/Description
173555-6116
Tree Maintenance
173555-6116
Tree Maintenance
103655-6116
Tree Maintenance
L 103655-6116
Tree Maintenance
L 173555-6116
Tree Maintenance
ANNUAL CAPITAL FINANCE CHARGI£09595-6335
Water
MW OH ALCALA, JASON PD TRAINING EXPENSES REIMB.

V006564
MW OH
MW OH
MW OH
MW OH

ALL AMERICAN ASPHALT JAN CONSTRUCTION SVS
V000067

ALL AMERICAN ASPHALT JAN CONSTRUCTION SVS
V000067
213041-6250
Staff Training
601201-6740
Infrastructure - Streets
791201-6740
Infrastructure - Streets
181201-6740
Infrastructure - Streets
331201-6740
Infrastructure - Streets
MW OH ALLSTAR FIRE EQUIPMENT FOAM EDUCTOR W/TUBE & HOSE 103066-6301 V011950 Special Department Expenses
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
Page: 17
Batch ID
AP031323
AP031323
AP031323
AP031323
AP031323
Check Total:

AP031323
Check Total:

AP032023
Check Total:

AP032023
AP032023
AP032023
AP032023
Amount Invoice# PO #
1,083.00 194207 P12554
150.00 197047 P12554
150.00 197047 P12554
570.00 197048 P12554
570.00 197048 P12554
46,725.00
1,930.32 6259-550984
1,930.32

26.78 ALCALA032123

26.78 516,452.62 1201-4
406,137.28 1201-4
113,344.65 1201-4
55,712.50 1201-4
Check Total: 1,091,647.05
AP032023 2,361.63 246091
P12550
P12550
P12550
P12550
Check # Check Date
00126523 03/16/2023
00126523 03/16/2023
00126523 03/16/2023
00126523 03/16/2023
00126523 03/16/2023
00126524 03/16/2023
00126525 03/23/2023
00126526 03/23/2023
00126526 03/23/2023
00126526 03/23/2023
00126526 03/23/2023
00126527 03/23/2023
03/30/2023 :Date
08:06:20 :Time

Type Vendor Name/ID
Description

MW OH AMAZON CAPITAL SERVICEBASTER EGGCITEMENT SUPPLIES V012336

MW OH AMAZON CAPITAL SERVICEEFFICE SUPPLIES
V012336

MW OH AMERICAN OFFICE
V009212

MW OH AT&T
V004144

OLD CH FURNITURE

FEB -MAR PHONE CHARGES

MW OH BRENNAN ESTIMATING FIRE AND SECURITY ALARM
V011259

MW OH CALIFORNIA STATE FEB CSUF PD IMPOUND FEES
V006510
MW OH CALMAT CO. ASPHALT
V010007
MW OH CALMAT CO. ASPHALT
V010007
MW OH CANON FINANCIAL SERVIC13S1-31 COPIER LEASE
V008979
MW OH CANON FINANCIAL SERVICB /1-2/28 COPIER USAGE
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
City of Placentia
Check Register
For 03/30/2023
Account/Description
104071-6301
Special Department Expenses
103065-6315
Office Supplies
795106-6850
Building & Facilities
296561-6215
Telephone/Intemet
109595-6215
Telephone/Internet
103654-6127
Alarm Monitoring
Batch ID
Check Total:

AP032023
AP032023
Check Total:

AP032023
Check Total:

AP032023
AP032023
Check Total:

AP032023
Check Total:
103047-6183 AP032023
CSUF PD Reimburse Impound Fees
103652-6301
Special Department Expenses
103652-6301
Special Department Expenses
109595-6175
Office Equipment Rental
109595-6175
Page: 18
Check Total:

AP032023
AP032023
Check Total:

AP032023
it
AP032023
Amount Invoice#
2,361.63
635.70 16TD-TXRM-
481.00 179R -J 1 CV -
1,116.70
11,095.51 14058A
11,095.51
1,290.92 032023
PO # Check # Check Date
00126528 03/23/2023
00126528 03/23/2023
00126529 03/23/2023
00126530 03/23/2023
6,403.10 032023 00126530 03/23/2023
7,694.02
1,865.00 9800 P12660 00126531 03/23/2023
1,865.00

2.50 23-158 00126532 03/23/2023

2.50 1,040.92 73575803 P12556 00126533 03/23/2023
1,343.78 73575804 P12556 00126533 03/23/2023
2,384.70
254.09 30163200
3,894.43 30163201
00126534 03/23/2023
00126534 03/23/2023
03/30/2023 :Date
08:06:20 :Time

City of Placentia
Check Register
For 03/30/2023
Type Vendor Name/ID Description Account/Description Batch ID Amount Invoice# PO # Check # Check Date V008979 Office Equipment Rental
Check Total: 4,148.52
MW OH CHARTER COMMUNICATION 12-4/11 BACKS BLDG INTERNET 109595-6215 AP032023 299.98 0629685031223 00126535 03/23/2023 V004450 Telephone/Internet
Check Total: 299.98
MW OH CITY OF BREA OLD TOWN FACADE PRJ POSTER 103550-6230 AP032023 53.88 ASR0000190 00126536 03/23/2023 V000125 Printing & Binding
Check Total: 53.88
MW OH CITY OF BUENA PARK 10/22 GUN BUYBACK POLICE SVS 503040-6301 / 233001-6301 AP032023 3,297.77 11-650402-3721 00126537 03/23/2023 V012498 Special Department Expenses
Check Total: 3,297.77
MW OH CLEAR CHOICE LIEN SALES 2/8 LIEN SERVICES 103047-6182 AP032023 50.00 203-020823 00126538 03/23/2023 V005847 Lien Services
MW OH CLEAR CHOICE LIEN SALES 2/15 LIEN SERVICES 103047-6182 AP032023 25.00 209-021523 00126538 03/23/2023 V005847 Lien Services
MW OH CLEAR CHOICE LIEN SALES 2/23 LIEN SERVICES 103047-6182 AP032023 25.00 216-022323 00126538 03/23/2023 V005847 Lien Services
MW OH CLEAR CHOICE LIEN SALES 2/8 LIEN SERVICES 103047-6182 AP032023 30.00 6767-020823 00126538 03/23/2023 V005847 Lien Services
Check Total: 130.00
MW OH COLANTUONO HIGHSMITH &AN LEGAL SERCIVES 101005-6005 AP032023 16.78 54982A 00126539 03/23/2023 V009754 Legal Services
MW OH COLANTUONO HIGHSMITH CEEB LEGAL SERVICES 101005-6005 AP032023 50.85 55328 00126539 03/23/2023 V009754 Legal Services
Check Total: 67.63
MW OH COSTAR REALTY MAR REAL ESTATE & PROP DATA 109595-6999 AP032023 540.00 117381708-1 P12608 00126540 03/23/2023 V012340 Other Expenditure
User: Gabriela Calin
Report: AP 1400M : AP: Warrant List - Machine
Page: 19
03/30/2023 :Date
08:06:20 :Time

Type
Vendor Name/ID

MW OH COUNTY OF ORANGE
V008881

MW OH COUNTY OF ORANGE
V000715
MW OH CRAFCO INC.

V009329

MW OH CSG CONSULTANTS INC
V011609

MW OH CSG CONSULTANTS INC
V011609
MW OH DATA TICKET INC.

V006119

MW OH DENNIS GRUBB &
V012137

MW OH ENTERPRISE FLEET
V003312

MW OH ENTERPRISE FLEET
V003312
Description
City of Placentia
Check Register
For 03/30/2023
Account/Description
MAR OCATES CLETS/LIVESCAN SVS 103043-6099
Professional Services
ENGRAVED PORTABLE RADIOS 103066-6137
Repair Maint/Equipment
COLD PATCH MATERIALS 103652-6301
Special Department Expenses

FEB BLDG INSPECT SVS
102532-6290
Dept. Contract Services
FEB FD PLAN CHECK, INSPECT SVS 102532-6050
Fire Plan Check Services

FEB CITATION PROCESSING

FIRE PLAN CHECK SERVICE
102533-6290
Dept. Contract Services
102532-6050
Fire Plan Check Services
3/1-17 FD INSP & PLAN CHECKS 103066-6290
Dept. Contract Services
MAR PD VEHICLE LEASE PMT 103041-6165
Vehicle Rental
MAR PD VEHICLE LEASE PMT 103042-6165
Vehicle Rental
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
Page: 20
Batch ID
Check Total:

AP032023
Check Total:

AP032023
AP032023
Check Total:

AP032023
Check Total:

AP032023
AP032023
Amount Invoice#
540.00
1,104.51 SH 64921
1,104.51
639.00 STTM000792
639.00
1,422.30 9402883108
1,422.30
14,392.50 49577
1,725.00 49606
16,117.50
1,286.90 148735
1,286.90
2,060.00 3055
5,770.00 3056
PO # Check # Check Date
P12478 00126541 03/23/2023
00126542 03/23/2023
00126543 03/23/2023
P12547 00126544 03/23/2023
P12547 00126544 03/23/2023
00126545 03/23/2023
00126546 03/23/2023
P12571 00126546 03/23/2023
Check Total: 7,830.00
AP032023 4,372.74 FBN4689461 P12531 00126547 03/23/2023 AP032023 8,120.78 FBN4689461 P12531 00126547 03/23/2023 03/30/2023 :Date
08:06:20 :Time

Type Vendor Name/ID Description
MW OH FACTORY MOTOR PARTS PARTS/SUPPL1ES
V010842

MW OH FACTORY MOTOR PARTS PARTS/SUPPLIES
V010842

MW OH FAIRWAY FORD
V000376

MW OH FERGUSON, SCOTT
V011709

MW OH FIREFIGHTERS SAFETY
V011346

MW OH FLOCK SAFETY
V011598

MW OH GALLS LLC
V000438

MW OH GALLS LLC
V000438
City of Placentia
Check Register
For 03/30/2023
Account/Description Batch ID
Check Total:
103658-6134 AP032023
Vehicle Repair & Maintenance
103658-6134
Vehicle Repair & Maintenance
103658-6134
Vehicle Repair & Maintenance
103658-6134
Vehicle Repair & Maintenance
FEB VEHICLE REBATE PROGRAM 102534-6363
Resident Vehicle Rebate Prog
UNIFORM ALTERATION REIMB. 103066-6360
Uniforms
RESERVE UNIFORM ITEMS 103066-6360
Uniforms
FLOCK CAMERAS - NAV CENTER 784070-6935
Lease Expenditure

FD UNIFORMS

PD UNIFORMS - KING
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
103066-6360
Uniforms
103066-6360
Uniforms
103041-6360
Uniforms
Page: 21
AP032023
AP032023
AP032023
Check Toial:

AP032023
Amount Invoice# PO # Check # Check Date
12,493.52
203.84 102-182159 P12506 00126548 03/23/2023
307.81 102-182963 P12506 00126548 03/23/2023
115.56 102-183078 P12506 00126548 03/23/2023
1,079.33 12-5089782 P12506 00126548 03/23/2023
00126549 03/23/2023
1,706.54
1,500.00 FEBRUARY,
Check Total: 1,500.00
AP032023 90.00 10730
Check Total:

AP032023
Check Total:

AP032023

90.00 388.51 29238
00126550 03/23/2023
00126551 03/23/2023
388.51
18,000.00 INV -5635 P12813 00126552 03/23/2023
Check Total: 18,000.00
AP032023 435.67 023734819 00126553 03/23/2023
AP032023 -471.45 023755233 00126553 03/23/2023
AP032023 317.66 023805570 00126553 03/23/2023
03/30/2023 :Date
08:06:20 :Time

Type
MW OH
MW OH
MW OH
Vendor Name/ID

GALLS LLC
V000438

MW OH GEOCON WEST INC
V011765

MW OH GILLIS, JOSEPH
V008160
Description

PD UNIFORMS - KING
City of Placentia
Check Register
For 03/30/2023
Account/Description
103041-6360
Uniforms
FD UNIFORMS 103066-6360
Uniforms
FD UNIFORMS 103066-6360
Uniforms
PSC - GEOTHECHNICAL INSP 105213-6850 / 229999-6850
Building & Facilities
PD TRAINING MEAL, MILEAGE 213041-6250
Staff Training
109595-6335
Water
296561-6335
Water

MW OH GOLDEN STATE WATER FEB -MAR WATER CHARGES
V000928

MW OH GST
V009410

MW OH H&S ENERGY LLC
V010680

MW OH H&S ENERGY LLC
V010680
MW 01-1 H&S ENERGY LLC
V010680

MW OH H&S ENERGY LLC
CISCO DUO SECURITY LICENSE 101523-6136
Software Maintenance

NOV CAR WASH SERVICES

DEC CAR WASH SERVICES

JAN CAR WASH SERVICES

FEB CAR WASH SERVICES
User: Gabriela Celia
Report: AP1400M : AP: Warrant List - Machine
103658-6301
Special Department Expenses
103658-6301
Special Department Expenses
103658-6301
Special Department Expenses
103658-6301
Page: 22
Batch ID
AP032023
AP032023
AP032023
Check Total:

Amount Invoice#
338.07 023805576

31.22 023805605

33.92 023805629
685.09
AP032023 1,565.00 723020040 P12771 00126554 03/23/2023
PO # Check # Check Date
00126553 03/23/2023
00126553 03/23/2023
00126553 03/23/2023
Check Total:
1,565.00
AP032023 388.46 GILLIS032023M 00126555 03/23/2023
Check Total:

AP032023
AP032023
388.46
1,583.89 032023 00126556 03/23/2023
131.12 032023 00126556 03/23/2023
Check Total: 1,715.01
AP032023 3,128.40 INV86884 P12810 00126557 03/23/2023
Check Total:
3,128.40
AP032023 279.00 031423A
AP032023 250.00 031423B
AP032023 290.00 031423C
AP032023 497.00 031423D
P12621
P12621
P12621
P12621
00126558 03/23/2023
00126558 03/23/2023
00126558 03/23/2023
00126558 03/23/2023
03/30/2023 :Date
08:06:20 :Time

Type
Vendor Name/ID
V010680
Description

MW OH HEALTHPOINTE MEDICAL FEB EMPLOYEE PHYSICALS
V010713

MW OH HERREN, MATT
V009898

PD TRAINING MEAL, MILEAGE
MW OH HI -WAY SAFETY RENTALS 12/27-1/24 K -RAIL RENTAL
V000459

MW OH IMPERIAL SPRINKLER
V006506

MW OH INLAND METRO SERVICES
V012500

IRRIGATION SUPPLIES

ENCROACHMENT FEE REFUND

ENCROACHMENT FEE REFUND
MW OH JOHN HANCOCK USA -PARS PARS -FT P/E 3/04 PD 3/10
V010625
MW OH JOHN HANCOCK USA -PARS PARS -FT P/E 3/04 PD 3/10
V010625
MW OH JOHN HANCOCK USA -PARS PARS -FT P/E 3/04 PD 3/10
V010625
MW OH JOHN HANCOCK USA -PARS PARS -FT P/E 3/04 PD 3/10
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
City of Placentia
Check Register
For 03/30/2023
Account/Description
Special Department Expenses
101512-6099
Professional Services
213041-6250
Staff Training
103652-6099
Professional Services
104071-6130
Repair & Maint/Facilities
103551-4155
Encroachment Permits
750000-4303
Technology Fee
103551-4310
Engineering Fees
0010-2131
Employer PARS/ARS Payable
0010-2131
Employer PARS/ARS Payable
0010-2131
Employer PARS/ARS Payable
0037-2131
Page: 23
Batch ID Amount Invoice# PO # Check # Check Date
Check Total: 1,316.00
AP032023 475.00 30601-3996898 00126559 03/23/2023
Check Total: 475.00
AP032023 372.13 HERREN030623 00126560 03/23/2023
Check Total: 372.13
AP032023 1,300.00 117961 P12484 00126561 03/23/2023
Check Total:
1,300.00
AP032023 247.70 0009742296-001P12509 00126562 03/23/2023 Check Total:

AP032023
AP032023
AP032023
247.70
450.00 011223

10.00 011223
1,552.00 011223
Check Total: 2,012.00
AP032023 773.21 PR2301005
AP032023 872.01 PR2301005
AP032023 638.88 PR2301005
AP032023 215.65 PR2301005
00126563 03/23/2023
00126563 03/23/2023
00126563 03/23/2023
00126564 03/23/2023
00126564 03/23/2023
00126564 03/23/2023
00126564 03/23/2023
03/30/2023 :Date
08:06:20 :Time

Type
MW OH
MW OH
MW OH
MW OH
MW OH
MW OH
Vendor Name/ID
V010625

JOHN HANCOCK USA -PARS
V010625

MW OH KABBARA ENGINEERING
V012453

MW OH KABBARA ENGINEERING
V012453
Description
PARS -FT P/E 3/04 PD 3/10
PARS -FT P/E 3/04 PD 3/10
PARS -FT P/E 3/04 PD 3/10
PARS -FT P/E 3/04 PD 3/10
PARS -FT P/E 3/04 PD 3/10
PARS -FT P/E 3/04 PD 3/10

ARCHITECTURE DESIGN SVS

ARCHITECTURE DESIGN SVS
MW OH KOA HILLS CONSULTING LLQJ27-3/9 CONSULTING SERVICES V011519

MW OH KOSMONT COMPANIES
V006131

MW OH LIEBERT CASSIDY

FEB EIFD & IFP CONSULTING SVS

FEB SUCCESOR AGENCY SUPPORT

DEC LITIGATION SERVICE
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
City of Placentia
Check Register
For 03/30/2023
Account/Description
Employer PARS/ARS Payable
0037-2131
Employer PARS/ARS Payable
0029-2131
Employer PARS/ARS Payable
0054-2131
Employer PARS/ARS Payable
0054-2131
Employer PARS/ARS Payable
0048-2131
Employer PARS/ARS Payable
0048-2131
Employer PARS/ARS Payable
Batch ID
AP032023
AP032023
AP032023
AP032023
AP032023
AP032023
Amount Invoice#

73.54 PR2301005

17.77 PR2301005

52.53 PR2301005

4.50 PR2301005
102.57 PR2301005

52.53 PR2301005
Check Total: 2,803.19
109202-6770 / 229999-6770 AP032023 2,181.90 1771
Infrastructure - Major Studies
799202-6770
Infrastructure - Major Studies
796204-6840
Machinery & Equipment
109595-6999
Other Expenditure
547525-6099
Professional Services
101005-6006
Page: 24
AP032023 2,181.90 1771
Check Total: 4,363.80
AP032023 2,231.25 9722
PO # Check # Check Date
00126564 03/23/2023
00126564 03/23/2023
00126564 03/23/2023
00126564 03/23/2023
00126564 03/23/2023
00126564 03/23/2023
P12749 00126565 03/23/2023
P12749 00126565 03/23/2023
P12541 00126566 03/23/2023
Check Total: 2,231.25
AP032023 1,014.00 2207.10-006 P12609 00126567 03/23/2023 AP032023 84.50 15029.9-074 P12711 00126567 03/23/2023
Check Total: 1,098.50
AP032023 309.50 232840
00126568 03/23/2023
03/30/2023 :Date
08:06:20 :Time

Type Vendor Name/ID
V000597

MW OH LIEBERT CASSIDY
V000597

MW OH LN CURTIS & SONS
V011267

MW OH LN CURTIS & SONS
V011267
Description

JAN LITIGATION SERVICE

PD UNIFORMS - ROMERO

PD UNIFORMS - VASQUEZ

PD UNIFORMS - MERCADO

PD UNIFORMS - SALGADO

MW OH MARTIN, JO ANNE PARKING FEE REIMBURSEMENT
V012499
MW OH MARTIN, JO ANNE CAR RENT. REIMBURSEMENT
V012499
MW OH MIKE RAAHAUGES 2/21 PISTOL RANGE USAGE
V010677

MW OH MOTOROLA SOLUTIONS VEHICLE CHARGER
V009892

MW OH MOTOROLA SOLUTIONS SINGLE UNIT CHARGER
V009892

MW OH MOTOROLA SOLUTIONS TRAVEL CHARGER
V009892

MW OH MOTOROLA SOLUTIONS MULTI -UNIT CHARGER
User: Gabriela Colin
Report: AP1400M : AP: Warrant List - Machine
City of Placentia
Check Register
For 03/30/2023
Account/Description
Litigation
101005-6006
Litigation
103043-6360
Uniforms
103043-6360
Uniforms
103040-6360
Uniforms
103043-6360
Uniforms
104070-6245
Meetings & Conferences
104070-6245
Meetings & Conferences
103043-6162
Range Training
676301-6350
Small Tools/Equipment
676301-6350
Small Tools/Equipment
676301-6350
Small Tools/Equipment
676301-6350
Page: 25
Batch ID
AP032023
Check Total:

Amount Invoice#
596.00 234718
905.50
AP032023 1,034.29 1NV685305
AP032023 303.71 INV685682
AP032023 212.80 1NV685946
AP032023 97.46 1NV685990
Check Total:
1,648.26
AP032023 20.00 039217
AP032023 455.85 411156852
Check Total: 475.85
AP032023 75.00 1786
Check Total:

AP032023
AP032023
AP032023
AP032023

75.00 377.00 8281585371
135.00 8281585371

95.00 8281585371
1,136.00 8281585371
PO # Check # Check Date
P12688
P12688
P12688
P12688
00126568 03/23/2023
00126569 03/23/2023
00126569 03/23/2023
00126569 03/23/2023
00126569 03/23/2023
00126570 03/23/2023
00126570 03/23/2023
00126571 03/23/2023
00126572 03/23/2023
00126572 03/23/2023
00126572 03/23/2023
00126572 03/23/2023
03/30/2023 :Date
08:06:20 :Time

Type Vendor Name/ID
V009892
Description

MW OH MOTOROLA SOLUTIONS SALES TAX
V009892
MW 011 MUNICIPAL EMERGENCY FD TAIL COAT
V011423

MW OH MUNICIPAL EMERGENCY FD PANTS
V011423

MW OH NUNGARAY, SAUL
V007090

MW OH ORANGE COUNTY
V000699

MW OH ORANGE COUNTY
V000699
MW 01-1 ORANGE COUNTY
V000699
MW 011 ORANGE COUNTY
V000699

MW OH ORANGE COUNTY
V000699
City of Placentia
Check Register
For 03/30/2023
Account/Description
Small Tools/Equipment
676301-6350
Small Tools/Equipment
103066-6361
Personal Protection Equipment
103066-6361
Personal Protection Equipment
CWEA MEMBERSHIP DUES REIMB. 484356-6255
Dues & Memberships
OCEA P/E 3/4 PD 3/10
OCEA P/E 3/4 PD 3/10
OCEA P/E 3/4 PD 3/10
OCEA P/E 3/4 PD 3/10
OCEA P/E 3/4 PD 3/10
0029-2176
PCEA/OCEA Assoc Dues
0037-2176
PCEA/OCEA Assoc Dues
0010-2176
PCEA/OCEA Assoc Dues
0054-2176
PCEA/OCEA Assoc Dues
0048-2176
PCEA/OCEA Assoc Dues
MW 01-1 ORANGE COUNTY SHERIFF'S'D MENTAL HEALTH CRISIS REG 213041-6250 V009715 Staff Training
MW 01-1 ORTEGA, JEANETTE
V007724

TRAVEL EXPENSES
User: Gabriela Cahn
Report: AP1400M : AP: Warrant List - Machine
101511-6245
Meetings & Conferences
Page: 26
Batch ID
AP032023
Check Total:

AP032023
AP032023
Amount Invoice#
PO # Check # Check Date
152.51 8281585371 P12688 00126572 03/23/2023
1,895.51
2,581.93 1N1846611 P12722 00126573 03/23/2023
1,633.02 IN1846611 P12722 00126573 03/23/2023
Check Total: 4,214.95
AP032023 202.00 729854
Check Total:

AP032023
AP032023
AP032023
AP032023
AP032023
Check Total:

AP032023
Check Total:

AP032023
202.00

7.51 PR2301005

14.09 PR2301005
461.41 PR2301005

0.35 PR2301005

13.29 PR2301005
496.65
170.00 DREW042423
170.00

20.00 1
00126574 03/23/2023
00126575 03/23/2023
00126575 03/23/2023
00126575 03/23/2023
00126575 03/23/2023
00126575 03/23/2023
00126576 03/23/2023
00126577 03/23/2023
03/30/2023 :Date
08:06:20 :Time

Type Vendor Name/ID

MW OH ORTEGA, JEANETTE
V007724

MW OH PACIFIC EMBROIDERY
V008348
Description

TRAVEL EXPENSES
City of Placentia
Check Register
For 03/30/2023
Account/Description
101001-6245
Meetings & Conferences
EMROIDERY UNIFORMS - CODE ENF 102533-6360
Uniforms
MW OH PCEA C/O NORTH ORANGE CIOCEA P/E 3/4 PD 3/10
V000679
MW OH PCEA C/O NORTH ORANGE CIWEA P/E 3/4 PD 3/10
V000679
MW OH PCEA C/O NORTH ORANGE CiPCEA P/E 3/4 PD 3/10
V000679
MW OH PCEA C/O NORTH ORANGE "TEA P/E 3/4 PD 3/10
V000679
MW OH PCEA C/O NORTH ORANGE Clr!CEA P/E 3/4 PD 3/10
V000679

MW OH PETE'S ROAD SERVICE INC TIRE REPAIR
V000767
MW OH PETE'S ROAD SERVICE INC El FLAT TIRE REPAIR
V000767

MW OH PETE'S ROAD SERVICE INC TIRE REPAIRS
V000767

MW OH PLACENTIA FIREFIGHTERS FD UNIFORMS
V012483

MW OH PRUDENTIAL OVERALL
0048-2176
PCEA/OCEA Assoc Dues
0029-2176
PCEA/OCEA Assoc Dues
0037-2176
PCEA/OCEA Assoc Dues
0054-2176
PCEA/OCEA Assoc Dues
0010-2176
PCEA/OCEA Assoc Dues
103658-6134
Vehicle Repair & Maintenance
103066-6134
Vehicle Repair & Maintenance
103658-6134
Vehicle Repair & Maintenance
103065-6360
Uniforms
3/15 PW UNIFORM CLEANING SVS 103650-6360
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
Page: 27
Batch ID
AP032023
Check Total:

AP032023
Check Total:

AP032023
AP032023
AP032023
AP032023
AP032023
Check Total:

AP032023
AP032023
AP032023
Check Total:

AP032023
Check Total:

AP032023
Amount Invoice#

32.00 2

52.00 130.00 87629
130.00

1.15 PR2301005

0.65 PR2301005

1.22 PR2301005

0.03 PR2301005

39.95 PR2301005

43.00 1,334.52 23-0650871-00
372.54 23-0655557-00
372.54 23-0656252-00
2,079.60
224.46 101
224.46
PO # Check # Check Date
00126577 03/23/2023
00126578 03/23/2023
00126579 03/23/2023
00126579 03/23/2023
00126579 03/23/2023
00126579 03/23/2023
00126579 03/23/2023
00126580 03/23/2023
00126580 03/23/2023
00126580 03/23/2023
00126581 03/23/2023
163.29 62792196 P12480 00126582 03/23/2023
03/30/2023 :Date
08:06:20 :Time

Type
Vendor Name/ID
V000836

MW OH RIO HONDO COLLEGE
V001894
MW 011 SAFECHECKS
V012496

MW OH SHADER, RHONDA
V010255

MW OH SOUTHERN CALIFORNIA
V000910

MW OH SOUTHERN CALIFORNIA
V000910
Description
City of Placentia
Check Register
For 03/30/2023
Account/Description
Uniforms
PD ACADEMY COURSE FEES-EATON213041-6250
Staff Training
CHECKS

TRAVEL EXPENSES

FEB -MAR ELECTRIC CHARGES

FEB -MAR ELECTRIC CHARGES
MW OH SOUTHERN CALIFORNIA E2 REPAIRS, PARTS
V012325

MW OH STRAIGHTWAY EQUIPMENTRENTAL BACKHOW W/BUCKET
V012495

MW OH SWRCB
V000957
109595-6315
Office Supplies
101001-6245
Meetings & Conferences
109595-6330/21011-6330
Electricity
109595-6330
Electricity
286560-6330
Electricity
103066-6134
Vehicle Repair & Maintenance
103066-6170
Equipment & Tool Rental
ANNUAL PERMIT - GOLDEN AVE 103593-6257
Licenses & Permits
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
Page: 28
Batch ID
Check Total:

AP032023
Check Total:

AP032023
AP032023
AP032023 43,403.53 032123 00126586 03/23/2023
Amount Invoice# PO # Check # Check Date
163.29
200.50 S23-106-ZPLC 00126583 03/23/2023
200.50
181.09 0543311 00126584 03/23/2023
181.09
395.00 032023 00126585 03/23/2023
395.00
160.91 032123 00126586 03/23/2023
4,159.53 032123 00126586 03/23/2023
Check Total: 47,723.97
AP032023 1,972.31 0C22423
Check Total: 1,972.31
AP032023 1,750.00 13 512
Check Total: 1,750.00
AP032023 2,297.00 WD -0228861
Check Total: 2,297.00
00126587 03/23/2023
00126588 03/23/2023
00126589 03/23/2023
03/30/2023 :Date
08:06:20 :Time

Type Vendor Name/ID

MW OH T -MOBILE USA
V009215
MW 011 T -MOBILE USA
V009215

MW OH THE SAUCE CREATIVE
V007476

MW OH THE SAUCE CREATIVE
V007476
MW OH THINKSUPPLIES.COM
V007047
MW OH THINKSUPPLIES.COM
V007047
MW OH THINKSUPPLIES.COM
V007047
MW 011 THINKSUPPLIES.COM
V007047
Description

PHONE GPS SERVICE

SPRING FLIP BOOK

SANTA FE DESIGN RIBBON SIGN

SANTA FE DESIGN FLYER
PAPER

BUSINESS LICENSE CERTIFICATES

ENVELOPES
PAPER
MW OH TRILLIUM CNG (1720) FEB CNG FUEL
V007952
MW OH US BANK PARS #6746022400 PARS P/E 3/4 PD 3/10
V008781
MW 011 US BANK PARS #6746022400 PARS P/E 3/4 PD 3/10
V008781
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
City of Placentia
Check Register
For 03/30/2023
Account/Description Batch ID
103042-6290 AP032023
Dept. Contract Services
103042-6290 AP032023
Dept. Contract Services
Check Total:
104071-6299 AP032023
Other Purchased Services
104071-6299 AP032023
Other Purchased Services
104071-6299 AP032023
Other Purchased Services
Check Total:
109595-6315 AP032023
Office Supplies
109595-6315 AP032023
Office Supplies
109595-6315 AP032023
Office Supplies
109595-6315 AP032023
Office Supplies
103658-6345
Gasoline & Diesel Fuel
0010-2131
Employer PARS/ARS Payable
0010-2126
Employee PARS/ARS W/H
Page: 29
Check Total:

Amount Invoice#

25.00 9527162097
125.00 9527162098
150.00
250.00 6022
183.95 6029
400.00 6030
833.95
317.17 68994
692.66 69876
137.78 69890
126.87 69899
1,274.48
AP032023 265.53 23333045
265.53
AP032023 1,536.47 PR2301005
AP032023 1,536.47 PR2301005
Check Total:

PO # Check # Check Date
00126590 03/23/2023
00126590 03/23/2023
00126591 03/23/2023
00126591 03/23/2023
00126591 03/23/2023
00126592 03/23/2023
00126592 03/23/2023
00126592 03/23/2023
00126592 03/23/2023
00126593 03/23/2023
00126594 03/23/2023
00126594 03/23/2023
03/30/2023 :Date
08:06:20 :Time

Type
Vendor Name/ID
Description

MW OH V & V MANUFACTURING IND BADGES
V010393
City of Placentia
Check Register
For 03/30/2023
Account/Description
103040-6299
Other Purchased Services
MW OH WELLS FARGO VENDOR FIN3/23-4/22 COPIER/PRINTER SVS 109595-6175 V010076
MW OH WELLS FARGO VENDOR FIN3/23-4/22 PRINTER SERVICE
V010076
Office Equipment Rental
109595-6175
Office Equipment Rental
MW OH WELLS FARGO VENDOR FIN3/23-4/22 KONICA PRINTER SVS 109595-6175 V010076
Office Equipment Rental
MW OH WEST COAST LIGHTS & SIREMPLACE BATTER LINK SOLENOID 213041-6840 V006106 Machinery & Equipment

MW OH YORBA LINDA WATER JAN -FEB WATER CHARGES
V001148
User: Gabriela Calin
Report: API400M : AP: Warrant List - Machine
109595-6335
Water
Page: 30
Batch ID
Check Total:

A P032023
Check Total:

AP032023
AP032023
AP032023
Check Total:

AP032023
Check Total:

Type Total:

Check Total:

Amount Invoice# PO # Check # Check Date
3,072.94
497.36 56565
497.36
255.57 5024253491
212.07 5024253492

79.39 5024253493
547.03
285.72 23927
285.72
251.91 032023
251.91
2,207,312.69
2,207,312.69
00126595 03/23/2023
00126596 03/23/2023
00126596 03/23/2023
00126596 03/23/2023
00126597 03/23/2023
00126598 03/23/2023
03/30/2023 :Date
08:06:20 :Time

Type
Vendor Name/ID

MW OH AMERICAN FIDELITY
V010011

MW OH AMERICAN FIDELITY
VO10011

MW OH AMERICAN FIDELITY
VO10011
MW 01-1 AMERICAN FIDELITY
VO10011

MW OH AMERICAN FIDELITY
V010011

MW OH AMERICAN FIDELITY
V010011
MW OH

AMERICAN FIDELITY
V010011
MW 011 CALIFORNIA STATE
V004813

MW OH CALIFORNIA STATE
V004813

MW OH CALIFORNIA STATE
V004813
MW 01-1 CALIFORNIA STATE
V004813

MW OH CALIFORNIA STATE
V004813

MW OH CALIFORNIA STATE
V004813
Description
FSA P/E 03/04/2023 PD 03/10/20
FSA P/E 03/04/2023 PD 03/10/20
FSA P/E 03/04/2023 PD 03/10/20
FSA P/E 03/04/2023 PD 03/10/20
FSA P/E 03/04/2023 PD 03/10/20
FSA P/E 03/04/2023 PD 03/10/20
FSA P/E 03/04/2023 PD 03/10/20
FSA P/E 03/04/2023 PD 03/10/20
P/E 03/04/2023 PD 03/10/2023
P/E 03/04/2023 PD 03/10/2023
P/E 03/04/2023 PD 03/10/2023
P/E 03/04/2023 PD 03/10/2023
P/E 03/04/2023 PD 03/10/2023
P/E 03/04/2023 PD 03/10/2023
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
City of Placentia
Check Register
For 03/30/2023
Account/Description
0037-2188
Health Care SSA
0050-2188
Health Care SSA
0048-2188
Health Care SSA
0054-2188
Health Care SSA
0010-2188
Health Care SSA
0010-2190
Dependent Care SSA
0054-2190
Dependent Care SSA
0048-2190
Dependent Care SSA
0048-2196
Garnishments W/H
0048-2196
Garnishments W/H
0010-2196
Garnishments W/H
0037-2196
Garnishments W/H
0037-2196
Garnishments W/H
0029-2196
Garnishments W/H
Page: 31
Batch ID
PY231005
PY231005
PY231005
PY231005
PY231005
PY231005
PY231005
PY231005
Check Total:

PY231005
PY231005
PY231005
PY231005
PY231005
PY231005
Amount Invoice#

10.57 2178133A

0.00 2178133A

36.35 2178133A

8.35 2178133A
968.43 2178133A
610.41 2178133A

0.00 2178133A

0.00 2178133A
1,634.11

0.00 2301005

46.15 2301005
2,196.90 2301005

0.00 2301005

69.23 2301005

0.00 2301005
PO # Check # Check Date
00017140 03/22/2023
00017140 03/22/2023
00017140 03/22/2023
00017140 03/22/2023
00017140 03/22/2023
00017140 03/22/2023
00017140 03/22/2023
00017140 03/22/2023
00017141 03/22/2023
00017141 03/22/2023
00017141 03/22/2023
00017141 03/22/2023
00017141 03/22/2023
00017141 03/22/2023
03/30/2023 :Date
08:06:20 :Time

Type Vendor Name/ID
Description
City of Placentia
Check Register
For 03/30/2023
Account/Description
MW OH CALIFORNIA STATE P/E 03/04/2023 PD 03/10/2023 0029-2196 V004813 Garnishments W/H
Batch ID Amount Invoice# PO # Check # Check Date
PY231005

9.23 2301005 00017141 03/22/2023
Check Total: 2,321.51
MW 011 EMPLOYMENT P/E 03/04/2023 PD 03/10/2023 0048-2135 PY231005 435.15 2301005 00017142 03/22/2023 V010052 Calif Income Tax W/H
MW OH EMPLOYMENT P/E 03/04/2023 PD 03/10/2023 0010-2135 PY231005 33,195.32 2301005 00017142 03/22/2023 V010052 Calif Income Tax W/H
I
MW OH EMPLOYMENT P/E 03/04/2023 PD 03/10/2023 0061-2135 PY231005 274.48 2301005 00017142 03/22/2023 V010052 Calif Income Tax W/H
MW OH EMPLOYMENT P/E 03/04/2023 PD 03/10/2023 0062-2135 PY231005 0.00 2301005 00017142 03/22/2023 V010052 Calif Income Tax W/H
MW OH EMPLOYMENT P/E 03/04/2023 PD 03/10/2023 0050-2135 PY231005 0.00 2301005 00017142 03/22/2023 V010052 Calif Income Tax W/H
MW OH EMPLOYMENT P/E 03/04/2023 PD 03/10/2023 0054-2135 PY231005 121.01 2301005 00017142 03/22/2023 V010052
Calif Income Tax W/H
MW OH EMPLOYMENT P/E 03/04/2023 PD 03/10/2023 0029-2135 PY231005 97.63 2301005 00017142 03/22/2023 V010052 Calif Income Tax W/H
MW OH EMPLOYMENT P/E 03/04/2023 PD 03/10/2023 0037-2135 PY231005 407.42 2301005 00017142 03/22/2023 V010052 Calif Income Tax W/H i
I
MW OH EMPLOYMENT P/E 03/04/2023 PD 03/10/2023 0021-2135 PY231005 0.00 2301005 00017142 03/22/2023 V010052 Calif Income Tax W/H
MW OH EMPLOYMENT P/E 03/04/2023 PD 03/10/2023 0024-2135 PY231005 191.42 2301005 00017142 03/22/2023 V010052 Calif Income Tax W/H
MW OH EMPLOYMENT P/E 03/04/2023 PD 03/10/2023 0078-2135 PY231005 71.79 2301005 00017142 03/22/2023 V010052 Calif Income Tax W/H
MW OH EMPLOYMENT P/E 03/04/2023 PD 03/10/2023 0076-2135 PY231005 6.34 2301005 00017142 03/22/2023 V010052 Calif Income Tax W/H
MW OH EMPLOYMENT P/E 03/04/2023 PD 03/10/2023 0076-2135 PY231005 0.00 2301005 00017142 03/22/2023 V010052 Calif Income Tax W/H
User: Gabriela Catlin
Report: AP1400M : AP: Warrant List - Machine
Page: 32
03/30/2023 :Date
08:06:20 :Time

Type
Vendor Name/ID

MW OH INTERNAL REVENUE
V010054

MW OH INTERNAL REVENUE
V010054
MW 011 INTERNAL REVENUE
V010054

MW OH INTERNAL REVENUE
V010054

MW OH INTERNAL REVENUE
V010054
Description
FED/MED/SS PE 03/04 PD 03/10
FED/MED/SS PE 03/04 PD 03/10
FED/MED/SS PE 03/04 PD 03/10
FED/MED/SS PE 03/04 PD 03/10
FED/MED/SS PE 03/04 PD 03/10
FED/MED/SS PE 03/04 PD 03/10
FED/MED/SS PE 03/04 PD 03/10
FED/MED/SS PE 03/04 PD 03/10
FED/MED/SS PE 03/04 PD 03/10
FED/MED/SS PE 03/04 PD 03/10
FED/MED/SS PE 03/04 PD 03/10
FED/MED/SS PE 03/04 PD 03/10
FED/MED/SS PE 03/04 PD 03/10
FED/MED/SS PE 03/04 PD 03/10
User: Gabriela Calin
Report: AP 1400M : AP: Warrant List - Machine
City of Placentia
Check Register
For 03/30/2023
Account/Description
0048-2110
Federal Income Tax W/H
0054-2110
Federal Income Tax W/H
0061-2110
Federal Income Tax W/H
0010-2110
Federal Income Tax W/H
0024-2110
Federal Income Tax W/H
0029-2110
Federal Income Tax W/H
0037-2110
Federal Income Tax W/H
0078-2110
Federal Income Tax W/H
0076-2110
Federal Income Tax W/H
0078-2115
Employee Medicare W/H
0037-2115
Employee Medicare W/H
0029-2115
Employee Medicare W/H
0024-2115
Employee Medicare W/H
0010-2115
Employee Medicare W/H
Page: 33
Batch ID
Check Total:

PY231005
PY231005
PY231005
PY231005
PY231005
PY231005
PY231005
PY231005
PY231005
PY231005
PY231005
PY231005
PY231005
PY231005
Amount Invoice#
34,800.56
1,032.61 2301005
300.06 2301005
374.91 2301005
77,508.33 2301005
384.06 2301005
219.49 2301005
958.42 2301005
151.22 2301005

13.69 2301005

22.11 2301005
145.19 2301005

47.58 2301005

71.85 2301005
11,108.88 2301005
PO # Check # Check Date
00017143 03/22/2023
00017143 03/22/2023
00017143 03/22/2023
00017143 03/22/2023
00017143 03/22/2023
00017143 03/22/2023
00017143 03/22/2023
00017143 03/22/2023
00017143 03/22/2023
00017143 03/22/2023
00017143 03/22/2023
00017143 03/22/2023
00017143 03/22/2023
00017143 03/22/2023
03/30/2023 :Date
08:06:20 :Time

Type Vendor Name/ID

MW OH INTERNAL REVENUE
V010054

MW OH INTERNAL REVENUE
Description
FED/MED/SS PE 03/04 PD 03/10
FED/MED/SS PE 03/04 PD 03/10
FED/MED/SS PE 03/04 PD 03/10
FED/MED/SS PE 03/04 PD 03/10
FED/MED/SS PE 03/04 PD 03/10
FED/MED/SS PE 03/04 PD 03/10
FED/MED/SS PE 03/04 PD 03/10
FED/MED/SS PE 03/04 PD 03/10
FED/MED/SS PE 03/04 PD 03/10
FED/MED/SS PE 03/04 PD 03/10
FED/MED/SS PE 03/04 PD 03/10
FED/MED/SS PE 03/04 PD 03/10
FED/MED/SS PE 03/04 PD 03/10
FED/MED/SS PE 03/04 PD 03/10
FED/MED/SS PE 03/04 PD 03/10
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
City of Placentia
Check Register
For 03/30/2023
Account/Description
0061-2115
Employee Medicare W/H
0076-2115
Employee Medicare W/H
0054-2115
Employee Medicare W/H
0048-2115
Employee Medicare W/H
0048-2120
Employer Medicare Payable
0054-2120
Employer Medicare Payable
0076-2120
Employer Medicare Payable
0061-2120
Employer Medicare Payable
0010-2120
Employer Medicare Payable
0024-2120
Employer Medicare Payable
0029-2120
Employer Medicare Payable
0037-2120
Employer Medicare Payable
0078-2120
Employer Medicare Payable
0010-2125
Employee Social Sec Will
0010-2130
Page: 34
Batch ID
PY231005
PY231005
PY231005
PY231005
I
PY231005
PY231005
PY231005
PY231005
PY231005
PY231005
PY231005
PY231005
PY231005
PY231005
I'Y231005
Amount Invoice#

67.38 2301005

2.28 2301005

55.53 2301005
192.79 2301005
192.79 2301005

55.53 2301005

2.28 2301005

67.38 2301005
11,108.88 2301005

71.85 2301005

47.58 2301005
145.19 2301005

22.11 2301005

18.60 2301005

18.60 2301005
PO # Check # Check Date
00017143 03/22/2023
00017143 03/22/2023
00017143 03/22/2023
00017143 03/22/2023
00017143 03/22/2023
00017143 03/22/2023
00017143 03/22/2023
00017143 03/22/2023
00017143 03/22/2023
00017143 03/22/2023
00017143 03/22/2023
00017143 03/22/2023
00017143 03/22/2023
00017143 03/22/2023
00017143 03/22/2023
03/30/2023 :Date
08:06:20 :Time

City of Placentia
Check Register
For 03/30/2023
Type Vendor Name/ID Description Account/Description Batch 1D Amount Invoice# PO # Check # Check Date V010054 Employer Soc Sec Payable
Check Total: 104,407.17
MW OH WASHINGTON STATE PE 03/04 PD 03/10 0010-2196 PY231005 240.00 2301005 V011597 Garnishments W/H
User: Gabriela Calin
Report: AP 1400M : AP: Warrant List - Machine
Page: 35
Check Total: 240.00
Type Total: 143,403.35
Check Total: 143,403.35
00017144 03/22/2023
03/30/2023 :Date
08:06:20 :Time

Type Vendor Name/ID Description
Check Totals by ID
AP 1,004,601.07
EP 0.00
IP 0.00
OP 0.00
Cily of Placentia
ACK Check Register
For 04/04/2023
Account/Description
Batch ID Amount Invoice# PO # Check # Check Date
Grand Total: 1,004,601.07
Void Total: 0.00
Fund Name Check Totals by Fund Check Total: 1,004,601.07 101 -General Fund (0010) 148,698.16
208-Sccssr Agncy Ret Oblg (0054) 1,596.88
227 -Explorer Grant NOC (0076) 26.32
228-NOC-Public Safety Grant(0061) 88.00
231 -Placentia Reg Nav Cent(0078) 50.00
265 -Landscape Maintenance (0029) 205.37
275 -Sewer Maintenance (0048) 3,109.21
501 -Refuse Administration (0037) 315,227.69
601 -Employee Health & Wlfre (0039) 535,599.44
Check Total: 1,004,601.07
ACH Payroll Direct Deposit for 02/17/2023: 530,143.59
Electronic Disbursement Total: 1,534,750.66
Funds will be transferred from the Cash Basis Fund as needed to fund the warrants included on this warrant register User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
03/30/2023 :Date
08:28:03 :Time

Type Vendor Name/ID

MW OH CALIFORNIA PUBLIC
V006234

MW OH CALIFORNIA PUBLIC
V006234
Description

APR FIRE UAL PAYMENT

MW OH REPUBLIC WASTE SERVICESFEB REFUSE COLLECTION SVS
V007205

MW OH MISSION

MW OH MISSION
MW OH
V012394
V012394
V012394

MISSION
V012394
MW 011 MISSION
V012394
MW 011 MISSION
V012394
MISSION SQUARE 301387 ICMA P/E 11/26 PD 12/02
MISSION SQUARE 301387 ICMA P/E 11/26 PD 12/02
MISSION SQUARE 301387 ICMA P/E 11/26 PD 12/02
MISSION SQUARE 301387 ICMA P/E 11/26 PD 12/02
MW OH
MW OH
MW OH
MW OH
SQUARE 301387
SQUARE 301387
SQUARE 301387
SQUARE 301387
SQUARE 301387
SQUARE 301387
ICMA P/E 11/12 PD 11/18
ICMA P/E 11/12 PD 11/18
ICMA P/E 11/12 PD 11/18
ICMA P/E 11/12 PD 11/18
ICMA P/E 11/12 PD 11/18
ICMA P/E 11/12 PD 11/18
V012394
V012394
V012394
User: Gabriela Calin
Report: AP 1400M : AP: Warrant List - Machine
City of Placentia
Check Register
For 03/30/2023
Account/Description
105525-6906
Ca1PERS-Fire Term. Principal
105525-6916
Ca1PERS-Fire Term Interest
374386-6101
Disposal
0010-2170
Deferred Comp
0029-2170
Deferred Comp
0037-2170
Deferred Comp
0048-2170
Deferred Comp
0054-2170
Deferred Comp
0076-2170
Deferred Comp
0054-2170
Deferred Comp
0076-2170
Deferred Comp
Batch ID
ACI -1031523
ACH031523
Check Total:

ACH031423
Check Total:

ACI -1131523A
ACH31523A
ACH31523A
Payable - ICMA
Payable - ICMA
Payable - ICMA
Payable - ICMA
Payable - ICMA
Payable - ICMA
0037-2170
Deferred Comp
0048-2170
Payable - ICMA
Payable - ICMA
Payable - ICMA
Page: 1
ACEI31523A
ACH31523A
ACH31523A
Amount Invoice#
PO # Check # Check Date
30,404.40 APRIL 2023
1,259.57 APRIL 2023
31,663.97
312,763.62 676-005119061 P12525
312,763.62
28,237.85 301387-PY023A

58.88 301387-PY023A
343.11 301387-PY023A
712.78 301387-PY023A
194.30 301387-PY023A

18.86 301387-PY023A
Check Total: 29,565.78
AC1131523B 194.30 301387-PY24A
ACH31523B 3.98 301387-PY24A
ACH31523B 343.11 301387-PY24A
ACH31523B 718.63 301387-PY24A
00017136 03/16/2023
00017136 03/16/2023
00017137 03/16/2023
00017138 03/16/2023
00017138 03/16/2023
00017138 03/16/2023
00017138 03/16/2023
00017138 03/16/2023
00017138 03/16/2023
00017139 03/16/2023
00017139 03/16/2023
00017139 03/16/2023
00017139 03/16/2023
03/30/2023 :Date
08:28:03 :Time

Type Vendor Name/ID
V012394
MW OH MISSION SQUARE 301387
V012394
MW OH MISSION SQUARE 301387
V012394
Description
ICMA P/E 11/26 PD 12/02
ICMA P/E 11/26 PD 12/02
MW OH MISSION SQUARE 100091 ICMA P/E 03/04/2023 PD 03/10/2 V012393
MW OH MISSION SQUARE 301387 ICMA P/E 03/04/2023 PD 03/10/2 V012394
MW OH MISSION SQUARE 301387 ICMA P/E 03/04/2023 PD 03/10/2 V012394
MW OH MISSION SQUARE 301387 ICMA P/E 03/04/2023 PD 03/10/2 V012394
MW OH MISSION SQUARE 301387 ICMA P/E 03/04/2023 PD 03/10/2 V012394
MW OH MISSION SQUARE 301387 ICMA P/E 03/04/2023 PD 03/10/2 V012394
MW OII MISSION SQUARE 301387 ICMA P/E 03/04/2023 PD 03/10/2 V012394
MW OH MISSION SQUARE 301387 ICMA P/E 03/04/2023 PD 03/10/2 V012394
MW OH PLACENTIA FIREFIGHTERS PFFA P/E 03/04/2023 PD 03/10/2 V011878
MW 01-1 PLACENTIA POLICE
PPMA P/E 03/04/2023 PD 03/10/2
User: Gabriela Calin
Report: AP1400M : AP: Wan -ant List - Machine
City of Placentia
Check Register
For 03/30/2023
Account/Description
Deferred Comp Payable - ICMA
0010-2170
Deferred Comp Payable - ICMA
0029-2170
Deferred Comp Payable - ICMA
0010-2170
Deferred Comp Payable - ICMA
0029-2170
Deferred Comp
0010-2170
Deferred Comp
0048-2170
Deferred Comp
0037-2170
Deferred Comp
0076-2170
Deferred Comp
0054-2170
Deferred Comp
0078-2170
Deferred Comp
Payable - ICMA
Payable - ICMA
Payable - ICMA
Payable - ICMA
Payable - ICMA
Payable - ICMA
Payable - ICMA
0010-2178
Placentia Police Assoc Dues
0010-2180
Page: 2
Hatch ID Amount Invoice#
ACH31523B 28,869.85 301387-PY24A
ACH31523B 96.10 301387-PY24A
Check Total: 30,225.97
ACH23005 7,267.59 PR2301005
Check Total: 7,267.59
ACH23005 50.39 301387-PY005
ACH23005 48,045.84 301387-PY005
ACHE 23005 1,677.80 301387-PY005
ACH23005 1,777.85 301387-PY005
A01123005 1.35 301387-PY005
AC823005 1,208.28 301387-PY005
i
ACH23005 50.00 301387-PY005
Check Total: 52,811.51
ACF123005 800.00 2301005
Check Total:

ACH23005
800.00
665.76 2301005
PO # Check # Check Date
00017139 03/16/2023
00017139 03/16/2023
00017145 03/23/2023
00017146 03/23/2023
00017146 03/23/2023
00017146 03/23/2023
00017146 03/23/2023
00017146 03/23/2023
00017146 03/23/2023
00017146 03/23/2023
00017147 03/23/2023
00017148 03/23/2023
03/30/2023 :Date
08:28:03 :Time

Type
Vendor Name/ID
V000839

MW OH PLACENTIA POLICE
V003519

MW OH PLACENTIA POLICE
V003519
MW OH
MW OH
MW OH
MW OH
MW OH
MW OII
MW OH
MW OH
MW OH
MW OH

CALIFORNIA PUBLIC
V006234

CALIFORNIA PUBLIC
Description
PPOA P/E 03/04/2023 PD 03/10/2
PPOA P/E 03/04/2023 PD 03/10/2
PPOA P/E 03/04/2023 PD 03/10/2
City of Placentia
Check Register
For 03/30/2023
Account/Description
Police Mgmt Assn Dues
0061-2178
Placentia Police Assoc Dues
0076-2178
Placentia Police Assoc Dues
0010-2178
Placentia Police Assoc Dues
Batch 11)
Amount Invoice# PO # Check # Check Date
Check Total: 665.76
ACH23005 88.00 2301005
ACH23005 2.13 2301005
ACH23005 3,147.30 2301005
Check Total: 3,237.43
APR MEDICAL INUSRANCE PREMIUM95000-4715 ACH032323 201.77 10000001700102 ISF Health Ins Reimbursement
DEC MEDICAL INUSRANCE PREMIU1\195000-4715
ISF Health Ins Reimbursement
MAR MEDICAL INUSRANCE 395000-4714
Recovery & Restitution
MAR MEDICAL INUSRANCE 395083-5161
Health Insurance Premiums

MAR MEDICAL INUSRANCE

MAR MEDICAL INSURANCE NON -
395000 -4715
ISF Health Ins Reimbursement
395000-4715
ISF Health Ins Reimbursement
MAR MEDICAL INUSRANCE NON 395000-4715
ISF Health Ins Reimbursement
APR MEDICAL INUSRANCE PREMIUM95000-4715
ISF Health Ins Reimbursement
APR MEDICAL INUSRANCE PREMIUM95083-5161
Health Insurance Premiums
APR MEDICAL INUSRANCE NON PERI5000-4715
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
Page: 3
ACH032323

42.49 10000001700102
ACH032323 193,751.11 10000001708837
ACH032323
ACH032323
ACH032323
ACH032323
15,407.81 10000001708837
218.43 10000001708837
29,194.56 10000001708838

30.49 10000001708838
ACH032323 192,062.04 10000001711624
ACH032323 15,407.31 10000001711624
ACI -1032323 31,167.19 10000001711625
00017149 03/23/2023
00017149 03/23/2023
00017149 03/23/2023
00017150 03/27/2023
00017150 03/27/2023
00017150 03/27/2023
00017150 03/27/2023
00017150 03/27/2023
00017150 03/27/2023
00017150 03/27/2023
00017150 03/27/2023
00017150 03/27/2023
00017150 03/27/2023
03/30/2023 :Date
08:28:03 :Time

Type Vendor Name/ID
V006234

MW OH ALDWIR, MAMOUN
E000113

MW OH ANDERSON, MARLA
E000071
Description
City of Placentia
Check Register
For 03/30/2023
Account/Description
ISF Health Ins Reimbursement
APR MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
MW OH ARMSTRONG, JOHN T APR MEDICAL REIMBURSEMENT 395083-5161 E000046

MW OH AUDISS, JAY SCOTT
E000125
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
MW OH BABCOCK, CHARLES A APR MEDICAL REIMBURSEMENT 395083-5161 E000015

MW OH BEALS, SHARLENE
E000076
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
MW OH BERMUDEZ, ALBERT APR MEDICAL REIMBURSEMENT 395083-5161 E000124

MW OH BUNNELL, DONALD
E000062

MW OH BURGNER, ARTHUR
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
User: Gabriela Calin
Report: AP 1400M : AP: Warrant List - Machine
Page: 4
Batch ID
Amount Invoice#
Check Total: 477,483.20
RETMAR23 1,293.00 APR -23
Check Total:
1,293.00
RETMAR23 533.78 APR -23
Check Total:
533.78
RETMAR23 1,143.00 APR -23
Check Total: 1,143.00
RETMAR23 1,821.00 APR -23
Check Total: 1,821.00
RETMAR23 314.00 APR -23
Check Total:
314.00
RETMAR23 191.39 APR -23
Check Total:

RETMAR23
Check Total:
191.39
571.00 APR -23
571.00
RETMAR23 533.78 APR -23
Check Total:
533.78
RETMAR23 533.78 APR -23
PO # Check # Check Date
00017151 03/30/2023
00017152 03/30/2023
00017153 03/30/2023
00017154 03/30/2023
00017155 03/30/2023
00017156 03/30/2023
00017157 03/30/2023
00017158 03/30/2023
00017159 03/30/2023
03/30/2023 :Date
08:28:03 :Time

Type
Vendor Name/ID
E000074

MW OH BUSSE, MICHAEL
E000131

MW OH CHANDLER, JOHN P
E000109

MW OH CHANG, ROBERT
E000107
Description
City of Placentia
Check Register
For 03/30/2023
Account/Description
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
MW OH COBBETT, GEOFFREY APR MEDICAL REIMBURSEMENT 395083-5161 E000007 Health Insurance Premiums

MW OH COOK, ARLENE M
E000018

MW OH D'AMATO, ROBERT
E000056

MW OH DAVID, PRESTON
E000112

MW OH DAVIS, CAROLYN
E000005

MW OH DEAN, ANDREW
APR MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
MAY MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
Page: 5
Batch ID Amount Invoice# PO # Check # Check Date
533.78
RETMAR23 1,391.00 APR -23 00017160 03/30/2023
Check Total:

Check Total:
1,391.00
RETMAR23 1,391.00 APR -23 00017161 03/30/2023
1,391.00
RETMAR23 1,288.00 APR -23 00017162 03/30/2023
Check Total:

Check Total:
1,288.00
RETMAR23 533.78 APR -23 00017163 03/30/2023
533.78
RETMAR23 533.78 APR -23 00017164 03/30/2023
Check Total:

Check Total:
533.78
RETMAR23 191.39 APR -23 00017165 03/30/2023
191.39
RETMAR23 533.78 APR -23 00017166 03/30/2023
Check Total:

Check Total:
533.78
RETMAR23 533.78 MAY -23 00017167 03/30/2023
Check Total:
533.78
RETMAR23 1,821.00 APR -23 00017168 03/30/2023
03/30/2023 :Date
08:28:03 :Time

Type
Vendor Name/ID
E000135

MW OH DELOS SANTOS, JAMIE
E000045

MW OH DICKSON, ROBERTA JO
E000011

MW OH DOWNEY, CAROL
E000082

MW OH ECKENRODE, NORMAN
E000029

MW OH ESCOBOSA, LILLIAN
E000055

MW OH ESPINOZA, ROSALINDA
E000016

MW OH FRICKE, JUERGEN
E000075

MW OH FULLER, GLENN H
E000081

MW OH GALLANT, KAREN
Description
City of Placentia
Check Register
For 03/30/2023
Account/Description
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
MAY MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
MAY MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
Page: 6
Batch ID Amount Invoice# PO # Check # Check Date
1,821.00
RETMAR23 185.29 APR -23 00017169 03/30/2023
Check Total:

Check Total:
185.29
RETMAR23 191.39 APR -23 00017170 03/30/2023
191.39
533.78 MAY -23 00017171 03/30/2023
Check Total:

RETMAR23
Check Total:

RETMAR23
Check Total:
533.78
533.78 MAY -23 00017172 03/30/2023
533.78
RETMAR23 533.78 APR -23 00017173 03/30/2023
Check Total:
533.78
RETMAR23 571.00 APR -23 00017174 03/30/2023
571.00
RETMAR23 879.00 APR -23 00017175 03/30/2023
Check Total:

Check Total:
879.00
RETMAR23 879.00 APR -23 00017176 03/30/2023
Check Total:
879.00
RETMAR23 533.78 APR -23 00017177 03/30/2023
03/30/2023 :Date
08:28:03 :Time

Type
Vendor Name/ID
E000008

MW OH GARNER, JO ANN
E000047
MW 011 GARNER, KITTY
E000080

MW OH GRIMM, DENNIS L
E000042
Description
City of Placentia
Check Register
For 03/30/2023
Account/Description
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
MW OH HOLTSCLAW, KATHERINE APR MEDICAL REIMBURSEMENT 395083-5161 E000121 Health Insurance Premiums

MW OH IRVINE, SUZETTE
E000019

MW OH JENKINS, ROBERT
E000084

MW OH JOHNSON, SHARON
E000099
MW 011 JONES, ROBERT
E000053
MW 011 JUAREZ, JANET
APR MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
Page: 7
Batch ID
Check Total:

Amount Invoice#
533.78
RETMAR23 533.78 APR -23
Check Total:
533.78
RETMAR23 876.44 APR -23
Check Total:
876.44
RETMAR23 314.00 APR -23
Check Total:

RETMAR23
Check Total:

RETMAR23
314.00
571.00 APR -23
571.00
533.78 APR -23
533.78
689.04 APR -23
689.04
191.39 APR -23
191.39
148.68 APR -23
148.68
148.68 APR -23
PO # Check # Check Date
00017178 03/30/2023
00017179 03/30/2023
00017180 03/30/2023
00017181 03/30/2023
00017182 03/30/2023
00017183 03/30/2023
00017184 03/30/2023
00017185 03/30/2023
00017186 03/30/2023
03/30/2023 :Date
08:28:03 :Time

Type
Vendor Name/ID
E000134

MW OH JUDD, TERRELL
E000115
Description
City of Placentia
Check Register
For 03/30/2023
Account/Description
Health Insurance Premiums
MAY MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
MW OH KIRKLAND, RICHARD L APR MEDICAL REIMBURSEMENT 395083-5161 E000110 Health Insurance Premiums

MW OH LITTLE, DIANE M
E000098

MW OH LOOMIS, CORINNE
E000122

MW OH LOWREY, B J
E000041
APR MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
MW OH MAERTZWEILER, MICHAEL TAPR MEDICAL REIMBURSEMENT 395083-5161 E000032 Health Insurance Premiums

MW OH MILANO, JAMES
E000054

MW OH MILLER, RICHARD
E000106
MW OH NAJERA, JOSEPH D.

MAY MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
User: Gabriela Calin
Report: AP 1400M : AP: Warrant List - Machine
Page: 8
Batch ID
Check Total:

RETMAR23
Check Total:

Amount Invoice#
148.68
1,000.50 MAY -23
1,000.50
RETMAR23 148.68 APR -23
Check Total:
148.68
RETMAR23 269.02 APR -23
Check Total:

RETMAR23
Check Total:
269.02
571.00 APR -23
571.00
RETMAR23 314.00 APR -23
Check Total:

RETMAR23
Check Total:

RETMAR23
314.00
533.78 MAY -23
533.78
533.78 APR -23
533.78
1,143.00 APR -23
1,143.00
571.00 APR -23
PO # Check # Check Date
00017187 03/30/2023
00017188 03/30/2023
00017189 03/30/2023
00017190 03/30/2023
00017191 03/30/2023
00017192 03/30/2023
00017193 03/30/2023
00017194 03/30/2023
00017195 03/30/2023
03/30/2023 :Date
08:28:03 :Time

Type Vendor Name/ID
E000136

MW OH OLEA, ARLENE J
E000014

MW OH PALMER, GEORGE
E000094
Description
City of Placentia
Check Register
For 03/30/2023
Account/Description
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
MW OH PASCARELLA, RICHARD APR MEDICAL REIMBURSEMENT 395083-5161 E000129 Health Insurance Premiums

MW OH PASCUA, RAYNALD
E000114

MW OH PASPALL, MIHAJLO
E000085

MW OH PEREZ, ROBERT
E000111

MW OH PICHON, WALTER
E000103

MW OH PINEDA, MATEO
E000127

MW OH PISCHEL, STEPHEN
APR MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
User: Gabriela Calin
Report: AP 1400M : AP: Warrant List - Machine
Page: 9
Batch ID Amount Invoice# PO # Check # Check Date
571.00
533.78 APR -23 00017196 03/30/2023
Check Total:

RETMAR23
Check Total:
533.78
RETMAR23 1,143.00 APR -23 00017197 03/30/2023
1,143.00
RETMAR23 1,821.00 APR -23 00017198 03/30/2023
Check Total:

Check Total:
1,821.00
RETMAR23 1,726.00 APR -23 00017199 03/30/2023
1,726.00
RETMAR23 448.36 APR -23 00017200 03/30/2023
Check Total:

Check Total:
448.36
RETMAR23 148.68 APR -23 00017201 03/30/2023
148.68
RETMAR23 269.02 APR -23 00017202 03/30/2023
Check Total:

Check Total:
269.02
RETMAR23 415.50 APR -23 00017203 03/30/2023
Check Total:
415.50
RETMAR23 876.17 APR -23 00017204 03/30/2023
03/30/2023 :Date
08:28:03 :Time

Type
Vendor Name/ID
E000130

MW OH POINT, ERIC
E000133

MW OH REDIFER, KIM R
E000022

MW OH RENDEN, BRIAN
E000083

MW OH REYES, ROGER T
E000024
Description
City of Placentia
Check Register
For 03/30/2023
Account/Description
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
MW OH REYNOLDS, MATTHEW APR MEDICAL REIMBURSEMENT 395083-5161 E000132

MW OH RICE, RUSSELL J
E000059

MW OH RIVERA, AIDA
E000026

MW OH ROACH, MICHAEL
E000105

MW OH ROBB, SANDRA
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
Page: 10
Batch ID Amount Invoice# PO # Check # Check Date
876.17
RETMAR23 1,821.00 APR -23 00017205 03/30/2023
Check Total:

Check Total:
1,821.00
RETMAR23 879.00 APR -23 00017206 03/30/2023
879.00
RETMAR23 448.36 APR -23 00017207 03/30/2023
Check Total:

Check Total:
448.36
RETMAR23 533.78 APR -23 00017208 03/30/2023
533.78
RETMAR23 571.00 APR -23 00017209 03/30/2023
Check Total:

Check Total:
571.00
RETMAR23 1,391.00 APR -23 00017210 03/30/2023
1,391.00
RETMAR23 191.39 APR -23 00017211 03/30/2023
Check Total:

Check Total:
191.39
RETMAR23 1,391.00 APR -23 00017212 03/30/2023
Check Total:
1,391.00
RETMAR23 191.39 APR -23 00017213 03/30/2023
03/30/2023 :Date
08:28:03 :Time

Type
Vendor Name/ID
E000043

MW OH ROSE, RICHARD D
E000050

MW OH SALE, LEE R
E000031

MW OH SANCHEZ, LAURA
E000058
Description
City of Placentia
Check Register
For 03/30/2023
Account/Description
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
MW OH SCHLIEDER, BEVERLY APR MEDICAL REIMBURSEMENT 395083-5161 E000120

MW OH SMITH, WARD
E000128

MW OH SOTO, PHILIP J
E000052

MW OH SPRAGUE, GARY A
E000064

MW OH STEPHEN, JEFFREY
E000119
MW 01-1 TAYLOR, DAVID M
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
User: Gabriela Calin
Report: AP 1400M : AP: Warrant List - Machine
Page: 11
Batch ID
Check Total:

Amount Invoice#
191.39
RETMAR23 1,288.00 APR -23
Check Total:
1,288.00
RETMAR23 533.78 APR -23
Check Total:
533.78
RETMAR23 191.39 APR -23
Check Total:
191.39
RETMAR23 876.44 APR -23
Check Total:
876.44
RETMAR23 584.00 APR -23
Check Total:
584.00
RETMAR23 533.78 APR -23
Check Total:

RETMAR23
Check Total:

RETMAR23
533.78
1,685.00 APR -23
1,685.00
1,288.00 APR -23
1,288.00
584.00 APR -23
PO # Check # Check Date
00017214 03/30/2023
00017215 03/30/2023
00017216 03/30/2023
00017217 03/30/2023
00017218 03/30/2023
00017219 03/30/2023
00017220 03/30/2023
00017221 03/30/2023
00017222 03/30/2023
03/30/2023 :Date
08:28:03 :Time

Type
Vendor Name/ID
E000088

MW OH TAYLOR, LINDA
E000126
Description
City of Placentia
Check Register
For 03/30/2023
Account/Description
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
MW OH THOMANN, DARYLL L APR MEDICAL REIMBURSEMENT 395083-5161 E000101

MW OH TRIFOS, WILLIAM
E000104
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
MW OH VALENTINE, THOMAS APR MEDICAL REIMBURSEMENT 395083-5161 E000118
Health Insurance Premiums
MW OH VERSTYNEN, WILLIAM APR MEDICAL REIMBURSEMENT 395083-5161 E000092

MW OH WAHL, KATHLEEN A
E000030

MW OH WIEST, STEPHEN
E000079

MW OH WORDEN, LARRY M
E000116

MW OH YAMAGUCHI, BRIAN
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
Health Insurance Premiums
APR MEDICAL REIMBURSEMENT 395083-5161
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
Page: 12
Batch ID Amount Invoice# PO # Check # Check Date
584.00
RETMAR23 529.37 APR -23 00017223 03/30/2023
Check Total:

Check Total:
529.37
RETMAR23 533.78 APR -23 00017224 03/30/2023
533.78
RETMAR23 879.00 APR -23 00017225 03/30/2023
Check Total:

Check Total:
879.00
RETMAR23 584.00 APR -23 00017226 03/30/2023
584.00
RETMAR23 148.68 APR -23 00017227 03/30/2023
Check Total:

Check Total:
148.68
RETMAR23 191.00 APR -23 00017228 03/30/2023
191.00
RETMAR23 534.00 APR -23 00017229 03/30/2023
Check Total:

Check Total:
534.00
RETMAR23 584.00 APR -23 00017230 03/30/2023
Check Total:
584.00
RETMAR23 1,391.00 APR -23 00017231 03/30/2023
03/30/2023 :Date
08:28:03 :Time

Type Vendor Name/ID Description
City of Placentia
Check Register
For 03/30/2023
Account/Description
E000]23 Health Insurance Premiums
MW OH ZINN, JOHN APR MEDICAL REIMBURSEMENT 395083-5161
E000009 Health Insurance Premiums
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
Page: 13
Batch ID Amount Invoice# PO # Check # Check Date
Check Total: 1,391.00
RETMAR23 1,293.00 APR -23
Check Total: 1,293.00
Type Total: 1,004,601.07
Check 'Total: 1,004,601.07
00017232 03/30/2023
03/30/2023 :Date
08:28:03 :Time

Placentia Cit Council

AGENDA REPORT
TO: CITY COUNCIL
VIA: CITY ADMINISTRATOR
FROM: DIRECTOR OF DEVELOPMENT SERVICES
DATE: APRIL 4, 2023
SUBJECT: ACCEPTANCE OF RESIGNATION FROM THE HISTORICAL COMMITTEE FISCAL
IMPACT: NONE
SUMMARY:

The City has received a letter of resignation from Historical Committee Member Lisa Quental. This action accepts the above indicated resignation and extends the City's sincere appreciation for her service to the community.

RECOMMENDATION:

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

1. Accept the resignation of Lisa Quental from the Historical Committee; and

2. Update the City's master Commission/Committee vacancy list to include thevacancyon - the Historical Committee.

STRATEGIC PLAN STATEMENT:

This item is consistent with the City Council approved 5 -Year Strategic Goals to:

Increase Community Engagement (Goal 4), as this action will accept the resignation of a Historical Committee member, resulting in an additional opportunity for a community member to serve on the Historical Committee and become engaged with the community. On November 15, 2022, the City Council approved the resignation of two Historical Committee members resulting in a current vacancy of two -members. This item also furthers Goal 8 to Improve City Governance as the nine - member Historical Committee requires full membership to operate optimally, and this action accepts the resignation of a member and recommends the future appointment of a total of three Historical Committee members, resulting in a full nine -member Committee established by City Council Resolution No. R-2014-29.

1.c.

April 4, 2023

City Council Agenda
April 4, 2023

Page 2 of 2 ends

DISCUSSION:

Lisa Quental has served on the Historical Committee since 2019. During her tenure she contributed to efforts by participating and completing numerous Committee tasks such as soliciting valuable input for the General Plan's Conservation Element and laying the groundwork for a proposed Historical Preservation Plan. Lisa Quental has indicated her desire to resign from the Committee via correspondence dated March 20, 2023.

Appointment to this and other vacancies are anticipated to be made as part of the City's Commission/Committee application/recruitment process.

Prepared by:
(
Andrew on
Senior Planner
Reviewed and approved:

Development Services Director
his fsf)
Damien R. Arrula
City Administrator
Attachment:

Resignation Correspondence from Lisa Quental

BERKSHIRE HATHAWAY I California Properties
HomeServices
March 20, 2023
City Council
City of Placentia
401 E Chapman Ave
Placentia, CA 92870
Re: Historical Committee resignation
Dear Mayor and members of the City Council,
It is with a heavy heart that I must send in my resignation from my membership in the Placentia Historical Committee.

Family obligations and other personal reasons have factored into this decision and I assure you, it was a difficult decision and made with great deliberation.

I thoroughly enjoyed my time on the committee, especially working with the other members, staff and city council. Being of service in the community, and involved in the development and plans for preserving the history of Placentia was a wonderful and enriching experience.

I would like to especially express appreciation for our Chairperson Jan Henderson for her commitment and leadership as well as Andrew Gonzales, whose professionalism, integrity and positive mind -set has been a great contribution to the committee and its success.

Thank you for the opportunity to be of service.

Sincerely,
Lisa Quental
Lisa Ouental Real Estate
550o E. Santa Ana Canyon Rd. • Anaheim, CA92807. Office 714-602-2626 • Ce11714-4o3-8306 • DRE #02030484 www.lisaauental.comitslisaauentalPgmail.com 8 An independently owned and operated member of the franchise system of BHH Affiliates, LLC

TO:

VIA:

FROM:

DATE:

CITY COUNCIL

CITY ADMINISTRATOR

CHIEF OF POLICE
APRIL 4, 2023
Placentia Ci Council

AGENDA REPORT
SUBJECT: AMENDMENT NO.1 TO PROFESSIONAL SERVICES AGREEMENT WITH

HALO CONFIDENTIAL SERVICES
FISCAL
IMPACT: EXPENSE: NOT -TO -EXCEED $90,000 (103040-6290)
SUMMARY:

The City has had a Professional Services Agreement with Halo Confidential Services (Halo) for background screening and training services since 2007. This action would approve Amendment No. 1 to the existing contract.

RECOMMENDATION:

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

1. Approve Amendment No. 1 to Professional Services Agreement with Halo Confidential Services for a total not -to -exceed amount of $90,000; and

2. Authorize the City Administrator to execute the necessary documents, in a form approved by the City Attorney.

STRATEGIC PLAN STATEMENT:

This item is consistent with the City Council approved 5 -Year Strategic Plan Goal 2 to Ensure that Public Safety Continues to be a High Priority, under Objective 2.2 which is to bolster ranks of Police and Fire personnel. The ongoing contract with Halo Confidential Services helps to achieve this adopted objective, by serving as part of the effort to obtain and screen qualified candidates.

DISCUSSION:

Halo has provided background screenings and training services for the City and the Police Department for the past fifteen years. So far this fiscal year, Halo has completed 24 Background Investigations (BGI) and completed 34 last fiscal year. Currently, there are 3 BGIs in progress. The Police Department anticipates it will need to conduct 10 more BGIs during the remainder of the fiscal year. The cost per BGI varies based on the type of employee being reviewed. For example, sworn employees receive a more thorough and extensive BGI than non -sworn, and other personnel needing BGIs.

1.d,
April 4, 2023

City Council Agenda
April 4, 2023

Page 2 of 4 ends

Out of respect for the City's budgetary constraints, the Placentia Police Department annually requests $60,000 for expected BGIs. At the recent Mid -Year Budget Review by the City Council, the Police Department requested an additional $20,000 for the Halo contract to reflect actual and expected BGIs, with the plan to reprogram $10,000 within the Police Department's current budget, to come closer to the $90,000 need. Historically the initial budget amount needs to be increased to reflect actual BGI expenditures. It is believed that a more accurate moving -forward annual cost is $90,000, therefore, the City Council is asked to approve Amendment No. 1, to cover the current and next fiscal year (Fiscal Year 2023-2024), as well as the two possible one-year extensions, should that clause of the existing contract be exercised.

FISCAL IMPACT:

The Amendment No.1 with Halo Confidential Services is for a total amount of $90,000. Funding for these Professional Services is included in the Fiscal Year 2022-23 Police Department Budget, and the upcoming Budgets will reflect an annual cost of $90,000 for these services.

Submitted by:

Teri Knutson
Management ° alyst
Reviewed and approved:

Jennf€er Lampman
Finance Director
Reviewed and approved:

Brad Butts
Chief of Po
Reviewe" . •d appved:

Damien R. Arrula
City Administrator
0r
Attachments:

1. Amendment No.1 to Professional Services Agreement with Halo Confidential Services

2. Professional Services Agreement with Halo Confidential Services

AMENDMENT NO. 1 TO

PROFESSIONAL SERVICES AGREEMENT

WITH HALO CONFIDENTIAL SERVICES
This Amendment No. 1 ("Amendment") to Professional Services Agreement is made and entered into effective the 6th day of April, 2023, by and between the CITY OF PLACENTIA, a Charter City and Municipal Corporation ("CITY"), and HALO CONFIDENTIAL SERVICES (hereinafter "CONSULTANT"). CITY and CONSULTANT are sometimes hereinafter individually referred to as "Party" and or collectively referred to as the "Parties." A. Recitals.
(i). CITY and CONSULTANT entered into a Professional Services Agreement ("Agreement") effective October 19, 2021 through which CONSULTANT has been providing professional services as more fully explained in the Scope of Services attached to the Agreement as Exhibit "A."
(ii). The Parties now seek to amend the Agreement to increase compensation. (iii). All legal prerequisites to the making of this Amendment have occurred.

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

B. Amendment to Agreement.

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

Consultant shall be paid in accordance with the fee schedule set forth in Exhibit "A." Consultant's total compensation shall not exceed an additional thirty thousand dollars ($30,000.00) for the remainder of Fiscal Year 2022-2023, for a not -to -exceed total of $90,000.

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

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

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

Page 1 of 2 ends

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

CONSULTANT CITY OF PLACENTIA
By:

Jon Strash, Owner
By:

Damien R. Arrula
City Administrator
ATTEST:

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

By:

Christian L. Bettenhausen
City Attorney

Page 2 of 2 ends

CITY OF PLACENTIA

PROFESSIONAL SERVICES AGREEMENT
WITH
HALO CONFIDENTIAL INVESTIGATIONS, LLC.

THIS AGREEMENT is made and entered into this 19th day of October, 2021 (Effective Date"), by and between the CITY OF PLACENTIA, a municipal corporation ("City"), and HALO CONFIDENTIAL INVESTIGATIONS, LLC., a California Limited Liability Corporation ("Consultant").

WITNESSETH:

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

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

1.0. SERVICES PROVIDED BY CONSULTANT

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

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

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 ATTACHMENT 1

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

1.5. Non-discrimination. In performing this Agreement, Consultant shall not engage in, nor permit its agents to engage in, discrimination in employment of persons because of their race, religion, color, national origin, ancestry, age, physical handicap, medical condition, marital status, sexual gender or sexual orientation, except as permitted pursuant to Section 12940 of the Government Code. Such actions shall include, but not be limited to the following:
employment, upgrading, demotion or transfer, recruitment or recruitment advertising, layoff or termination, rates of pay or other forms of compensation and selection for training, including apprenticeship. Consultant agrees to post in conspicuous places, available to employees and applicants for employment, a notice setting forth provisions of this non-discrimination clause, Consultant shall, in all solicitations and advertisements for employees placed by, or on behalf of Consultant shall state that all qualified applicants will receive consideration for employment without regard to age, race, colo,, religion, sex, marital status, national origin, or mental or physical disability. Consultant shall cause the paragraphs contained in this Section to be inserted in all subcontracts for any work covered by the Agreement, provided that the foregoing provisions shall not apply to subcontracts for standard commercial supplies or raw materials.

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

1.7. Delegation and Assignment. This is a personal service contract, and the duties set forth herein shall not be delegated or assigned to any person or entity without the prior written consent of City. Consultant may engage a subcontractor(s) as permitted by law and may employ other personnel to perform services contemplated by this Agreement at Consultant's sole cost and expense. All insurance requirements contained in this Agreement are LLC?
Halo Confidential Investigations,
ATTACHMENT 1
Rev. 08/2017

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 Sixty Thousand Dollars ($60,000.00) per year.

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.

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.

3.0. 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."
LLC'
Halo Confidential Investigations,
ATTACHMENT 1
Rev. 08/2017

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 three (3) years, ending on June 30, 2024, unless previously terminated as provided herein or as otherwise agreed to in writing by the parties. The contract may also be extended for an additional two (2) additional one-year terms.

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;
e. Suffer any judgment against it to remain unsatisfied or unbonded of record for thirty (30) days or longer; or
LLC4
Halo Confidential Investigations,
ATTACHMENT 1
Rev. 08/2017

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 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 hiaher limits that the specified minimum limits. City requires and shall be entitled to coveraae for the hiah limits maintained by the Consultant.
(b) Business automobile liability for owned vehicles, hired, and non -owned vehicles, with a policy limit of not less than One Million Dollars ($1,000,000.00), combined single limits, each incident for bodily injury and property damage.
(c) Workers' compensation insurance as required by the State of California and Employers Liability Insurance with a minimum limit of $1,000,000 per accident for any employee or employees of Consultant. Consultant LLC`.

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agrees to waive, and to obtain endorsements from its workers' compensation insurer waiving subrogation rights under its workers' compensation insurance policy against the City, its officers, agents, employees, and volunteers for losses arising from work performed by Consultant for the City and to require each of its subcontractors, if any, to do likewise under their workers' compensation insurance policies.

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

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

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borrowed by the Consultant."
(b) Notice: "Consultant shall provide immediate written notice if (1) any of the required insurance policies is terminated; (2) the limits of any of the required polices are reduced; (3) or the deductible or self-insured retention is increased. In the event of any cancellation or reduction in coverage or limits of any insurance, Consultant shall forthwith obtain and submit proof of substitute insurance. Should Consultant fail to immediately procure other insurance, as specified, to substitute for any canceled policy, the City may procure such insurance at Consultant's sole cost and expense."
(c) Other insurance: "The Consultant's insurance coverage shall be primary insurance as respects the City of Placentia, its officers, officials, agents, employees, and volunteers. Any other insurance maintained by the City of Placentia shall be excess and not contributing with the insurance provided by this policy."
(d) Any failure to comply with the reporting provisions of the policies shall not affect coverage provided to the City of Placentia, its officers, officials, agents, employees, and volunteers.
(e) The Consultant's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability.

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

5.4. Certificates of Insurance. Consultant shall provide to City certificates of insurance showing the insurance coverages and required endorsements described above, in a form and content approved by City, prior to performing any services under this Agreement. The certificates of insurance and endorsements shall be attached hereto as Exhibit "6" 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.

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

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

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

IF TO CONSULTANT:

HALO Confidential Investigations,
LLC.
2209 East Baseline Road
Suite #300-305
Tel: 909-210-0172
Attn: Jon Strash
IF TO CITY:

City of Placentia
401 E. Chapman
Placentia, CA 92870
Tel: 714-993-8200
Attn: Julie Kennicutt

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 LLC8
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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.

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

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

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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 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 LLC10
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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 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.

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.

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 LLC11
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respect to this Agreement, this Agreement shall be construed as if drafted jointly by the parties and in accordance with its fair meaning. There shall be no presumption or burden of proof favoring or disfavoring any party by virtue of the authorship of any of the provisions of this Agreement.

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

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

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

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

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

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

CITY OF PLACENTIA,
A municipal corpor,'.n
Craig S. Green, Mayor
LLL 2
Date: NI 224
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ATTEST:

City Clerk and ex -officio Clerk
of the City of Placentia
LLc 3
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CONSULTANT
3t
Signilfure
. A) 1.

Name and Title
St -t- So50137
Social Security or Taxpayer ID Number
APPROVED AS TO FORM:

Christian L. Bettenhausen, City Attorney
APPROVED AS TO INSURANCE:
senna Ramirez, Risk
APPROVED AS TO CONTENT:

DEPARTMENTAL APPROVAL
ment
Date: /v zP 2f
Date: 10/28/2021
Date: /`—! Z%
Date: )01 201242-1
M1 Date: l a/s7/(
LLc14
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CONSULTANT
Signypture
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Name and Title
�^ 505Ol37
Social Security or Taxpayer ID Number
APPROVED AS TO FORM:
via VOWS(g
Christian L. Bettenhausen, City Attorney
APPROVED AS TO INSURANCE:

Rosanna Ramirez, Risk Management
APPROVED AS TO CONTENT:

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DEPARTMENTAL APPROVAL
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LLC' 4
Date: /0 Q zp 24
Date: 1 G#(Z1 121
Date:

Date:

Date:
10)2f312_62.1
/0/Wi(
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EXHIBIT A

CONSULTANT'S PROPOSAL AND SCOPE OF WORK
LLca-5
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EXHIBIT B

CERTIFICATES OF INSURANCE AND ENDORSEMENTS
LLC16
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HALO CONFIDENTIAL INVESTIGATIONS LLC
Jon Strash, CEO

CITY OF PLACENTIA
401 E. Chapman Ave. Placentia, CA 92870
(714) 993-8164
August 2021- July 2023
Background Investigations & Training Coordination
Pricing Tiers A -B

BACKBROUND INVESTIGATIONS
TIER A (Sworn/Reserve/Supervisors/Expertise Civilians) $1,500* -POST required backgrounds. National criminal background check, as well as county and state criminal records, SSN verification, address history, sexual offender registry.

Background reports include, when available, a criminal and sex offender check, lawsuits, judgments, liens, bankruptcies, home value & property ownership, address history, phone numbers, relatives and associates, neighbors, marriage/divorce records and more (additional TLO cost $15)
-5 local county superior court records searches for Los Angeles, Orange, Riverside, San Bernardino, San Diego, and other previous counties they resided in, including out-of-state if available; criminal and civil searches; driving record (additional court cost if any, included)
-Separate Attorney General Meagan's Law search for sexual registrants (name and address)
- Various other searches such as Google, White Pages, USS, MySpace, Face Book, social networks, etc
-Contact employer references and personal references
-Credit report review
- Interview applicant as needed and Report on findings; complete Background Notebook Partial A $1,050*
-If Applicant fails portion of screening, which is deemed vital (examples = polygraph, lies on application, felony in criminal history) and screening is not near completion.

TIER B (Basic Civilian- Cadet, PSO, Secretary) $1,300*
Partial B $850*
-If Applicant fails portion of screening early on, which is deemed vital (examples = polygraph, lies on application, felony in criminal history) and screening is not near completion.

HALO Confidential Investigations LLC, PI License #26616, 2209 E. Baseline Rd, #300-305, Claremont, CA 91711; 909-447-0640

EXHIBIT A

*All inclusive expenses except as noted and Placentia PD to provide 3 -ring binders, dividers, mailings, forms/paper; polygraph, Live Scan, notary; if outside of local area or more detailed screening, PPD covers the time/cost. Additional investigation work or lesser investigations costs will be determined between the Agency and the Client on a case by case basis. If applicant withdraws or is disqualified early on, depending on amount of time (normally less than 8 hrs.) and cost involved, HALO may charge Placentia by the hourly rate of $50 per hour plus costs of mileage (.58 per mile), actual costs of data searches, and any other costs, not to exceed $850. For all BGI, if 8 hours or less are expended for investigator on Partial, including driving time, client will be charged a minimum of $350 plus any mileage/costs, but never more than the quoted Partial fee. (An hourly + costs fee only may be considered in certain circumstances, such as an applicant withdrawing immediately upon assignment of the Background to an investigator). If additional investigators are needed, their time will be charged at $35 per hour. Late fees of simple 10% will be charged if an invoice is not paid within 90 days of dated invoice, and for each 30 -day period thereafter. Reports may be withheld and additional BGI's frozen if no payment is received. "Rush Jobs" are available at an additional cost to be agreed upon by the Agency and Client based on the needs of the Client (normally $2, 000).

Pat 7. Ste, CEO 9-27-21
HALO Confidential Investigations LLC, PI License #26616, 2209 E. Baseline Rd, #300-305, Claremont, CA 91711; 909-447-0640

EXHIBIT A

HALO CONFIDENTIAL INVESTIGATIONS LLC
Jon Strash, CEO

CITY OF PLACENTIA
401 E. Chapman Ave. Placentia, CA 92870
(714) 993-8164
August 2021- July 2023
Background Investigations & Training Coordination
Scope of Work
Pre-employment Screenings:

Conduct pre-employment screenings on applicants, whether paid or volunteer, sworn or civilian, to screen for possible past and current criminal activity, sex registrants, fraud, and any other issues of integrity which could be detrimental to the Client. The Agency will verify Credit History, Social Media, Education and Credentials, past contact with police agencies, review their Personal History Statements and Pre -Investigative Questionnaires, and arrange for a polygraph and review if required. Additionally, the Agency will verify Military Service/Registration and Court documents for Dissolution of Marriage, Marriages, etc. An online data screening will also be conducted, including a TLO screening. The Agency will provide a written report with each screening conducted. Screenings are conducted in all-inclusive cost Tiers, A+, A, B+, and B, and partials, with A+ being the most in-depth and speedy, for Directors and Assistant Directors and other similar positions of great responsibility. A+ (Directors) and B+ (Mid -managers) are "rushed jobs" requested to be completed in half the "normal" time of a screening. Each Tier has a pre-set all-inclusive cost and is not based on hourly rates or additional expenses, unless customized by the Client (partials as well). (See the attached Tier Scale). It is agreed that only the Client is permitted to authorize Agency personnel to perform tasks and incur fees and expenses. The Agency will conduct the screenings following the Placentia Human Resources guidelines on behalf of the Client, and will provide the reports as required in a timely manner. Additional public information research may be conducted per the Client's request, reimbursed at Agency's actual cost, which are not required by Human Resources, but are beneficial to the screenings, such as specific Internet searches.

Pre-emplovment Screening Fees
All screenings will be conducted per the Tiers A -B preset costs (See attached). Any Agency investigator time necessary to conduct additional screening business not included in the Tier will be calculated in tenth -hour (1/10) increments at $50 per hour per investigator (s). The Client understands and agrees that billable time shall include: (a) travel time to and from non- inclusive interviews, surveillances and trials, hearings and depositions; (b) time spent conducting non-inclusive research; (c) additional report or memorandum preparation time billable at '/2 hour per page; (d) time in audits, court, hearings or depositions, including waiting time and time testifying; and (e) time spent speaking to and meeting with the Client or others as requested by the Client.

Expenses
HALO Confidential Investigations LLC, PI License #26616, 2209 E. Baseline Rd, #300-305, Claremont, CA 91711; 909-447-0640

EXHIBIT B

The Client agrees to reimburse the Agency for all reasonable expenses incurred during and as part of its representation of the Client. Non-inclusive Tier Expenses will be itemized on each invoice by date, description and amount. Reimbursable expenses include, but are not limited to: (a) vehicle mileage at a rate of 58 cents per mile; (b) long distance telephone charges; (c) hotel accommodations; (d) coach level airfare; (e) paper, binders, photocopying/printing; (f) the actual cost of digital storage, processing, DVD's, CD's, and similar items; (g) equipment rental; (h) parking; and (i) meals for agency personnel consumed in connection with necessary activities outside normal business hours of 8:00 a.m. and 5:00 p.m. The Agency will maintain copies of all receipts for individual expenses in excess of $25.00, which will be available upon request. The Agency agrees to obtain the Client's permission before incurring any single expense if it reasonably appears to the Agency in advance that the expense is likely to exceed $100.00.

Late Payment/Non-Payment
The Client agrees that the Agency may, at its option, charge interest on any amounts paid more than 90 days after date of invoice at a rate of 10% percent simple interest, and per each 30 -day period overdue thereafter. The Client also agrees that the Agency may refer to a collection agency any unpaid balances overdue more than ninety (90) days. The Client agrees to be liable for all costs associated with collection including attorney fees and service of process.

Training Coordinator $50/hour
Coordinate scheduling of training classes (in-house and outside training) for Client's personnel.

Make reservations with training institutions, plus travel arrangements (including hotel, airline, car rental, etc.) for the students. Prepare information for training packets, including information for cash advances, to be completed by Client's staff. Prepare notification for Client's staff for assigned training. Provide updated fliers for training classes. Maintain Client's training files, both in the Professional Standards Bureau (PSB) office and on-line in the Training Management System (TMS). Make certain each of Client's personnel have met the POST requirements for Advanced Officer Training (AOT) and Perishable Skills every 24 months. Prepare for POST training compliance audits. Prepare any reports on training requirements or training obtained by Client's personnel. Prepare training bulletins as needed. Conduct any other related duties as necessary, including assisting with background investigations coordination.

The Client understands and agrees that the Agency is to be paid for its time and expertise as follows: $50 per hour per investigator (s). All Agency personnel time will be calculated in tenth - hour (1/10) increments. The Client understands and agrees that billable time shall include: (a) all computer and telephone/email related work, including time after hours and away from the office; (b) travel time to and from meetings, required training, interviews, surveillances and trials, hearings and depositions; (c) time spent conducting research and filing paperwork; (d) report preparation time; (e) time in court, hearings or depositions, including waiting time and time testifying; (f) any time necessary to manage the Client's training needs; (g) time spent communicating, and/or meeting, with the Client or others as requested by the Client. Agency time sheets will be maintained and copies provided to the Client. Reimbursable expenses include, but are not limited to: vehicle mileage at a rate of 58 cents per mile, and any other actual costs that are specific to the position, when additional meetings and work is required outside the normal work space/time at the Placentia Police Department.

HALO Confidential Investigations LLC, PI License #26616, 2209 E. Baseline Rd, #300-305, Claremont, CA 91711; 909-447-0640

EXHIBIT B

c 7. M, CEO 9-27-21
HALO Confidential Investigations LLC, PI License #26616, 2209 E. Baseline Rd, #300-305, Claremont, CA 91711; 909-447-0640

EXHIBIT B

`CCPR CERTIFICATE OF LIABILITY INSURANCE I DATE(MMIDD/YYYY) a7rzazD21
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS

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

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

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

PRODUCER CONTACT
NAME: Lin D Diaz
D&C Insurance Solutions PHONE
lico,gxt}; 888.457.4426 IILc. Nol. 323.576.4552
E-MAIL
ADDRESS: Contact:@dci-insurance.com
300 S. Atlantic Blvd., Ste 201-B INSURERS) AFFORDING COVERAGE NAICII Monterey Park CA 91754 INSURER A: Western World Insurance Company 13196

INSURED
INSURER B :

HALO Confidential Investigations, LLC. INSURER C:

INSURER D :
2209 E. Baseline Road, Suite 300-305 INSURER E:

Claremont CA 91711 INSURERF:

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.

INV/ ADSL-IUSR POLICY EFF POLICY EXP
LTR TYPE OF INSURANCE INRs wtrn POLICY NUMBER IMMIDDIYYYYI lMMIDDIYYYYSI LIMITS

COMMERCIAL GENERAL LIABILITY

CLAIMS -MADE
OCCUR
GEN'L AGGREGATE LIMIT APPLIES PER:

X1 POLICY I I PRO-

JECT LOC
OTHER:

AUTOMOBILE LIABILITY

ANY AUTO
OWNED

AUTOS ONLY
HIRED

AUTOS ONLY

UMBRELLA LIAB

SCHEDULED
AUTOS

NON -OWNED

AUTOS ONLY
OCCUR
EXCESS LIAB rr CLAIM
DED I RETENTION $

WORKERS COMPENSATION

AND EMPLOYERS' LIABILITY

AN YPROPRI ETORIPARTNERIEXECUTI VE
OFFICE RIME MEER EXCLUDED?
/Mandatory in NH)
If yes, describe under
DESCRIPTION OF OPERATIONS below
YIN
n
A NPP8777464 07/27/2021 07/27/2022 I EACH OCCURRENCE _ s 1,000.000 IDAMAGE TO RENT✓
PREMISES lea oor�xre(>c) $ 100.000
MED E3CP (Any one person) $ 5.000
PERSONAL & ADV INJURY $ 1,000,000
GENERAL AGGREGATE $ 3,000,000
PRODUCTS - COMP/OP AGG $ 1,000,000
1 Errors & Omissions $ Included
COMBINED SINGLE LIMrr
t1
BODILY INJURY (Per person) $
BODILY INJURY (Per accident) $

PROPERTY DAMAGE
(Per iodderro
NIA

EACH OCCURRENCE S

AGGREGATE
S

STATUTE I R
1 E.L. EACH ACCIDENT
1 E.L. DISEASE - EA EMPLOYEE $
E.L. DISEASE - POLICY LIMIT 5
DESCRIPTION OF OPERATIONS! LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached 4i more space Is required)

REGARDING THE ABOVE REFERENCED GENERAL LIABILITY INSURANCE POLICY, THE CITY OF PLACENTIA AND ITS ELECTED AND APPOINTED BOARDS, OFFICERS, OFFICIALS, AGENTS, EMPLOYEES, AND VOLUNTEERS ARE ADDITIONAL INSUREDS WITH RESPECT TO: LIABILITY ARISING OUT OF ACTIVITIES PERFORMED BY OR ON BEHALF OF THE CONSULTANT PURSUANT TO ITS CONTRACT WITH THE CITY; PRODUCTS AND COMPLETED OPERATIONS OF THE CONSULTANT; PREMISES OWNED, OCCUPIEDOR USED BY THE CONSULTANT; AUTOMOBILES OWNED,

LEASED, HIRED, OR BORROWED BY THE CONSULTANT

CERTIFICATE HOLDER CANCELLATION
City of Placentia
401 E. Chapman Ave
Placentia, CA 92870

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
Lin Dau Diaz
© 1988-2015 ACORD CORPORATION. All rights reserved.

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

SCHEDULE OF FORMS AND ENDORSEMENTS
POLICY NUMBER:

NPP8777464
Form/Endorsement No./Edition Date
D-2(01_20)
NTCFROI(10_20)
WW230(06_17)
WW497(01_18)
WW232(01_12)
WW22(06_16)
1L0017(11_98)
IL0021(09_08)
WW183(05_12)
WWCA01(12_11)
WW1(06_12)
WW13(06_12)
WW168(06_12)
WW175A(01_97)
WW184(07_20)
WW192(04_13)
WW244(01_16)
WW257(01_16)
WW401(08_19)
WW424(09_10)
WW426(10_15)
WW456(01_12)
WWE1272(10_15)
WWE870(09_10)
CG0001(04_13)
CG2010(04_13)
CG2010(04_13)
CG2010(04113)
CG2010(04_13)
CG2107(05_14)
CG2111(06_15)
CG2136(03_05)
CG2147(12_07)
CG2167(12_04)
CG2426(04_13)
ILP001(01_04)
TRIA0004(01_21)

NAMED INSURED
Halo Confidential Investigations LLC
Title (Note- Titles are indications only. See actual form for correct name.)

IMPORTANT NOTICE

NOTICE OF POLICYHOLDERS FRAUD NOTICE

COMMON POLICY DECLARATIONS
NOTICE — CLAIM REPORTING

COMMERCIAL LIABILITY COVERAGE PART DECLARATIONS

SERVICE OF SUIT

COMMON POLICY CONDITIONS

NUCLEAR ENERGY LIABILITY EXCLUSION ENDT
MINIMUM—EARNED PREMIUM

CALIFORNIA DISCLOSURE NOTICE PREMIUM REFUND

DEDUCTIBLE ENDORSEMENT

CLASSIFICATION LIMITATION

CANCELLATION AND PREMIUM AUDIT CHANGES

INDEPENDENT CONTRACTORS CONDITIONAL EXCLUSION

PROFESSIONAL LIABILITY ENDORSEMENT

PREMIUM BASIS ENDORSEMENT
EXCLUSION — BODILY INJURY TO CASUAL WORKER OR TEMPORARY EXCLUSION — INJURY TO CONTRACTORS OR SUBCONTRACTORS

TOTAL AND ABSOLUTE ASBESTOS EXCLUSION

EXCL OF NUCLEAR/BIO/CHEM INJURY OR DAMAGE

SUBCONTRACTORS AND CASUAL WORKERS OF THE INSURED

COMMERCIAL GENERAL LIABILITY AMENDATORY ENDORSEMENT
EXCLUSION — DESIGNATED OPERATIONS — DETECTIVE

ELECTRONIC DATA LIABILITY

COMMERCIAL GENERAL LIABILITY COVERAGE FORM
AI—OWNERS LESSEES OR CONTRACTORS—SCHED PERSON OR ORG
AI—OWNERS LESSEES OR CONTRACTORS—SCHED PERSON OR ORG
AI—OWNERS LESSEES OR CONTRACTORS—SCHED PERSON OR ORG
AI—OWNERS LESSEES OR CONTRACTORS—SCHED PERSON OR ORG
EXCL—ACCESS OR DISCL OF CONFIDENTIAL OR PERSONAL INFO
EXCLUSION — UNMANNED AIRCRAFT COVERAGE B ONLY
EXCLUSION — NEW ENTITIES
EMPLOYMENT—RELATED PRACTICES EXCLUSION

FUNGI OR BACTERIA EXCLUSION

AMENDMENT OF INSURED CONTRACT DEFINITION
U.S. TREASURY DEPARTMENT'S OFFICE OF FOREIGN ASSETS

EXCLUSION OF CERTIFIED ACTS OF TERRORISM

ADDITIONAL FORMS AND ENDORSEMENTS

INSURED

POLICY NUMBER: NPP8777464

COMMERCIAL GENERAL LIABILITY
CG 20 10 04 13
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
Name Of Additional Insured Person(s) Location(s) Of Covered Operations Or Organlzation(s):

City of Placentia Various Locations
401 E. Chapman Ave
Placentia, CA 92870
Regarding the above referenced general
liability insurance policy the City of
Placentia and its elected and appointed
boards, officers, officials, agents,
employees and volunteers are additional
insureds with respect to: Liability Arising
out of activities performed by or **
Information required to complete this Schedule, if not shown above, will be shown in the Declarations. ** on behalf of the consultant pursuant
on its contract with the city; products
and completed operations of the
consultant premises owned occupied or
used by the consultant;
automobiles owned, leased, hired or
borrowed by the consultant
A. Section 11 - Who Is An Insured is amended to
include as an additional insured the person(s) or
organization(s) shown in the Schedule, but only
with respect to liability for "bodily injury", "property damage" or "personal and 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)
designated above.

However:

1. The insurance afforded to such additional
insured only applies to the extent permitted by
law; and

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

CG 20 10 04 13
B. With respect to the insurance afforded to these
additional insureds, the following additional
exclusions apply:

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

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

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

C. With respect to the insurance afforded to these
additional insureds, the following is added to
Section III - Limits Of Insurance:

If coverage provided to the additional insured is
required by a contract or agreement, the most we
will pay on behalf of the additional insured is the
amount of insurance:

1. Required by the contract or agreement; or

Page 2 of 2 ends

2. Available under the applicable Limits of
Insurance shown in the Declarations;
whichever is less.

This endorsement shall not increase the applicable
Limits of Insurance shown in the Declarations.

This Endorsement Modifies Your Policy.

Please Read It Carefully.

PROFESSIONAL LIABILITY ENDORSEMENT
This endorsement modifies insurance provided under the following:

COMMERCIAL GENERAL LIABILITY COVERAGE PART
A. The following is added to Subparagraph a. of Paragraph 1. Insurance Agreement of

SECTION I - COVERAGES, COVERAGE A - BODILY INJURY AND PROPERTY DAMAGE LIABILITY:

This insurance will apply to "bodily injury" or "property damage" arising out of an insured's negligent acts or negligent omissions in rendering or failing to render "professional services."
B. The following definition is added to SECTION V - DEFINITIONS:
"Professional services" means services rendered in the ordinary course of any insured's profession and directly related to classification listed on the Declarations page.

THIS ENDORSEMENT AND ANY INSURED ARE SUBJECT TO ALL OF THE TERMS, CONDITIONS AND EXCLUSIONS OF THE POLICY.

WW184 (07/20)

COMMERCIAL LIABILITY COVERAGE PART

DECLARATIONS
Policy Number: NPP 8 7 7 7 4 6 4
COMMERCIAL GENERAL. LIABILITY - LIMITS OF INSURANCE
General Aggregate Limit (Other Than Products -Completed Operations) Products - Completed Operations Aggregate Limit
Personal and Advertising Injury Limit
Each Occurrence Limit
Damage to Premises Rented to You
Medical Expense Limit
Each Professional Incident Limit (if applicable)
Effective Date: 0 7/ 2 7/ 2 0 21
12:01 AM, Standard Time
$ 3,000,000
$ 1,000,000
$ 1,000,000
$ 1.000.000
$ 100,000
$ 5,000
$ Included
t
Any One Person or Organization
Any One Premises
Any One Person
t If the Limit is shown as Included, Products -Completed Operations are subject to the General Aggregate Limit.

PREMIUM
Classification
Contractors - subcontracted work -
other than construction -related work
(P1/B1)
Unarmed Detective or Investigative
Agencies (P1/B1)
Additional Insureds - CG2010 (P1/B1)
FORMS AND ENDORSE=MENTS
Code No.
91591
Premium
Basis
Total Cost
94,000.00
Rate
Pr/Co I All Other
Advance Premium
Pr/Co
All Other

3.0490 0.238 287.00 MP 13.00 MP
W9702 Payroll Included 16.0000 Included 370.00 MP
20,000
0C313 Individual
5 50.00
Total Advance Premium $ 670.00
Forms and Endorsements applying to this coverage part and made part of policy at time of issuer See Schedule of Forms and Endorsements

0.00 MP

THESE DECLARATIONS ARE PART OF THE POLICY DECLARATIONS CONTAINING THE NAME OF THE INSURED AND THE POLICY PERIOD.

WW232 (01/12)

STOCK COMPANY

WESTERN
WORLD
Art AIG{ company

COMMERCIAL LINES POLICY
POLICY NUMBER: NPP8777464
Prior Policy Number: NPP8622613
WESTERN WORLD INSURANCE COMPANY TUDOR INSURANCE COMPANY n STRATFORD INSURANCE COMPANY COMMON POLICY DECLARATIONS Agent/Broker #13401
Named Insured and Mailing Address:

Halo Confidential Investigations LLC
2209 E. Baseline Road Suite #300-305
Claremont, CA 91711
Producer:

Sierra Specialty Insurance Services, LLC
234 Clovis Avenue
Clovis, CA 93612
Policy Period: (Mo./Day/Yr.)
From: 07/27/2021 To:07/27/2022
12:01 AM, standard time at your mailing address shown above.

IN RETURN FOR THE PAYMENT OF THE PREMIUM, AND SUBJECT TO ALL THE TERMS OF THIS POLICY, WE AGREE WITH YOU TO PROVIDE THE INSURANCE AS STATED IN THIS POLICY.

THIS POLICY CONSISTS OF THE FOLLOWING COVERAGES FOR WHICH A PREMIUM IS INDICATED.

THIS PREMIUM MAY BE SUBJECT TO ADJUSTMENT.

Commercial Property Coverage Part
Commercial General Liability Coverage Part
Commercial Auto Coverage Part
Other Coverages: Terrorism Risk Insurance Act
Forms and endorsements applying to this policy and
attached at time of issue:

See Applicable Schedule Of Forms And Endorsements

TOTAL ADVANCE PREMIUM
SL Tax
SL Stamping Fee
$ NOT COVERED
$ 670.00
$ NOT COVERED
$
$
$ NOT COVERED
$
$ 670.00
$
$ 20.10
$ 1.68
GRAND TOTAL $ 691.78

Page 1 of 2 ends

INSURED

COMMON POLICY DECLARATIONS (continued)
POLICY NUMBER: NPP8777464
The Named Insured is:
❑ Individual ❑ Partnership ® Limited Liability Company ❑ Organization/Corporation ❑ Trust ❑ Other
Location of Business:
3751 Grand Avenue
CLAREMONT, CA 91711
Business Description:

Private Investigator

THESE DECLARATIONS TOGETHER WITH THE COVERAGE PART DECLARATIONS, THE COMMON POLICY

CONDITIONS, COVERAGE FORM(S), AND FORMS AND ENDORSEMENTS, IF ANY, COMPLETE THE ABOVE NUMBERED POLICY.

WESTERN WORLD INSURANCE GROUP
Western World Insurance Company
Tudor Insurance Company
Stratford Insurance Company
Administrative Office
300 Kimball Drive, Suite 500
Parsippany, New Jersey 07054
We will provide the insurance described in this policy in return for the premium and compliance with all applicable provisions of this policy. If required by state law, this policy shall not be valid unless countersigned by our authorized representative.
(746'1T-- eg p. oird—.-__
Secretary President
Countersigned: Clovis CA
Kathleen Schroeder
07/20/2021 CHAVEZLO
By Yatii, Ag,./.,_
Authorized Representative

Page 2 of 2 ends

1TLLL0.Ji

INVESTIGATIONSOHALO CONFIDENTIAL INVESTIGATIONS, LLC

JON STRASH
OWNER
EISIS #P126616
October 13, 2021
City of Placentia
Placentia, CA 92870
To Whom It May Concern,
Subject: Vehicle Insurance Indemnity
This letter is to attest that HALO Confidential Investigations, LLC/Jon Strash, CEO, will be using the personal vehicle insurance (State Farm Policy #D14 5836 -B16 -75F) as the primary policy for contracted background investigations and training coordination with the City of Placentia, and the insurance will indemnify the City.
jts
Very truly yours,

JON STRASH
Qualified Manager/CEO
2209 E. BASELINE RD, #300-305, CLAREMONT, CA 91711
909.210.0172/ [email protected]

Business
Legal Name:

Address:

Legal Form
City of Placentia
Request for Waiver
Workers' Compensation Insurance Requirement
A L o v\ -c-; •,c ifit.tuc,5'-A;+tc -s, >L L
z2,0(? ..45euse.._.f[ h;._ 44
c .ve.. o•ti /CA ("7 ((
Contact Person (Name
City Reference
Sole Proprietor Limited Partnership General Partnership Corporation Business Trust )(7 Limited Liability Company Other:
and Telephone): �J p� S'&{/ -s 1 ? O (- 2i °' 4 (7
City Agency 191 a cetA.,-ti $ I% l tc Z� t 4 Contact Name/Telephone JAL 1 Le- ,
e. 4t (C ct 1t
PoACCV"1"14-ii
.lp .l�V UP,�{-ts a.�t.oKS s Mt(Mt(Ou
Cain(11-614C6
cument Reference: Any wor4 performed on City Premises? Yes No hid, c ntracs, job no , location, etc.)
Nature of work to be performed for City: ! !� C2. e.4� , &c4rrnr1� -i.- -5' (- u r 7'42- w t w f CG�� c•c.a. c o,�
Declaration:

With respect to the above-mentioned business, I hereby warrant that the business has no employees other than the owners, officers, directors, partners or other principals who have elected to be exempt from Worker's Compensation coverage in accordance with California law. I further warrant that I understand the requirements of Section 3700 et seq. of the California Labor Code with respect to providing Worker's Compensation coverage for any employees of the above-mentioned business. I agree to comply with the code requirements and all other applicable laws and regulations regarding workers compensation, payroll taxes, FICA and tax withholding and similar employment issues. I further agree to hold the City of Placentia harmless form loss or liability which may arise from the failure of the above- mentioned business to comply with any such laws or regulations. I therefore request that the City of Placentia waive its requirement for evidence of Workers' Compensation insurance in connection with the above -referenced work.

Business:
tit
Signat (Owner, r, Director, Partnership or other
Principal)
cJ4e_ol (7L,4t7 �.

Title
Date
Oct.1 z o
Risk Management Approval:

Signat[i
Put' ctPi Achill
Title
Date
ii-r-z'zt
iMi

TO:

CITY COUNCIL
Placentia Cit Council

AGENDA REPORT
VIA: CITY ADMINISTRATOR
FROM: DIRECTOR OF DEVELOPMENT SERVICES
DATE: APRIL 4, 2023
SUBJECT: AMENDMENT NO. 2 TO PROFESSIONAL SERVICES AGREEMENT WITH SAGECREST PLANNING+ENVIRONMENTAL FOR PROVISION OF BUILDING

OFFICIAL, PLAN CHECK, INSPECTION, AND PLANNING SERVICES FISCAL
IMPACT: REVENUE: $120,000 (102532-4160)
EXPENSE: $120,000 (102532-6290)
SUMMARY:

In June 2020, the City Council approved an updated contract with Sagecrest Planning+Environmental ("Sagecrest") to provide contract staffing services to perform building plan check, building inspection, and Building Official services related to development. However, Sagecrest has been providing these services to the City since 2017. In July 2022, Amendment No. 1 to the 2020 Professional Services Agreement was approved administratively increasing the annual consultant compensation by $40,000. The requested action would approve an amended Professional Services Agreement (Amendment No. 2) with Sagecrest for a term ending June 30, 2025, for contract staffing to include the following services as needed: building plan check, building inspection, Building Official, and other building and planning related staffing as needed, in an amount not to exceed $285,000 per Fiscal Year ("FY"), including the remainder of this Fiscal Year.

RECOMMENDATION:

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

1. Approve Amendment No. 2 to the Professional Services Agreement with Sagecrest Planning+Environmental, to provide professional services related to building plan check, building inspection, Building Official, and other building and planning related staffing as needed for a term ending June 30, 2025; and

2. Adopt Resolution No. R-2023-19, A Resolution of the City Council of the City of Placentia, California authorizing a budget amendment in Fiscal Year 2022-23 in compliance with City Charter of the City of Placentia §§ 1206 and 1209 pertaining to appropriations for actual expenditures; and

1.e.

April 4, 2023

City Council Agenda
April 4, 2023

Page 2 of 4 ends

3. Authorize the City Administrator to approve up to two (2) additional one-year extensions pursuant to the terms of the subject Amendment No. 2 to the Professional Services Agreement with Sagecrest Planning+Environmental; and

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

STRATEGIC PLAN STATEMENT:

This Council action is generally related to Goal 3 to promote Community and Economic Development. Providing Building plan check, inspection and Building Official services directly results in providing a high level of customer service to ensure development projects are processed and built in a timely manner so that they generate revenue as quickly as possible. Also, specifically, this action is consistent with and furthers Objective 3.10: Implementation of Housing Element Strategies in that Sagecrest provides expedited plan check and building inspection services for our two largest housing developments that are under construction. Sagecrest is integral in helping the City provide the extremely high level of customer service that developers rely on.

BACKGROUND:

Since at least 2013, the City of Placentia has contracted out all services related to building plan check and for the State required position of Building Official. Prior to 2017, the City contracted for these services via LiIley Planning, and Sagecrest Planning+Environmental (Sagecrest) is the successor entity to Lilley Planning. Therefore, since 2017, Sagecrest has provided these services for the City.

In June 2020, the City Council approved an updated contract with Sagecrest to provide contract staffing services to perform building plan check, building inspection, and Building Official services related to development. In July 2022, Amendment No. 1 to the 2020 Professional Services Agreement was approved administratively increasing the annual consultant compensation by approximately $40,000.

The recommended actions would approve an amended Professional Services Agreement (Amendment No. 2) with Sagecrest for a term ending June 30, 2025, for contract staffing to include the following services as needed: building plan check, building inspection, and Building Official services related to development as needed in an amount not to exceed $285,000 per Fiscal Year, including the remainder of this fiscal year. Planning related services were previously authorized under the Agreement, however at this time, the City is not utilizing Sagecrest for those services.

It should be noted that one reason for this amendment is that the City recently utilized Sagecrest to provide a Contract Assistant Planner until a a vacancy was filled in the Planning Division.

City Council Agenda
April 4, 2023

Page 3 ends

DISCUSSION:

Sagecrest generally specializes in long range and current Planning, but as the successor consultant to LiIley Planning, they have provided the City's Contract Building Official services, and that individual also performs all the City's building plan checks. Sagecrest also provides the City a Contract Building Inspector who is inspecting the City's largest and most significant developments (JP' and The Hudson). These services are integral to providing the service that our residents and customers expect. Part of the amended Professional Services Agreement is an amendment to the fee schedule. Sagecrest rates are competitive, if not less than the rates charged by other consultants providing similar staffing including CSG and Transtech who are also under contract with the City. The still relatively low rates for Building Official, building plan check, and as needed building inspection services are generally more competitive via Sagecrest than other providers. In addition, Sagecrest has allowed the City continuity by providing the same individuals since at least 2017 (Building Official, Building Inspector).

FISCAL IMPACT:

It should be noted that while funds authorized under previous agreements with Sagecrest have been exhausted, adequate funds are included in the FY 2022-23 budget. However, the agreement in place limits the funds that can be expended with Sagecrest to $165,000 per fiscal year. Due to a positive increase in building activity, the City anticipates generating more revenue than anticipated, which has been reflected in the current and proposed budgets. The revenue coming in for building related development services will offset 100% of the costs incurred pursuant to the subject agreement. This amendment will allow the City to continue to provide services at a level that is expected by our residents and the development community.

Prepared by: Reviewed and approved:
r
seph Lambert
Director of Development Services
Reviewe
Damien R. Arr is
City Administrator
roved:

Jenni{er Lampman
Director of Finance

City Council Agenda
April 4, 2023

Page 4 of 4 ends

Attachments:

1. Amendment No. 2 to Professional Services Agreement with Sagecrest Planning+Environmental
a. Exhibit A: Professional Services Agreement and Amendment No. 1 b. Exhibit B: Fee Schedule

2. Certificate of Insurance

3. Resolution R-2023-19

AMENDMENT NO. 2 TO

PROFESSIONAL SERVICES AGREEMENT
WITH SAGECREST PLANNING+ENVIRONMENTAL
This Amendment No. 2 ("Amendment") to Professional Services Agreement is made and entered into the 4th day of April 2023, by and between the CITY OF PLACENTIA, a Charter City and Municipal Corporation ("CITY"), and Sagecrest Planning+Environmental, a California Corporation ("Consultant"). CITY and CONSULTANT are sometimes hereinafter individually referred to as "Party" and or collectively referred to as the "Parties." A. RECITALS:
(i). CITY and CONSULTANT entered into a Professional Services Agreement ("Agreement") effective June 16, 2020, and Amendment No.1 to that agreement was effective July 28, 2022, through which CONSULTANT has been providing consulting services as more fully explained in the Scope of Services attached to Exhibit "A" of this Amendment No. 2 (Exhibit "A") is the original agreement and Scope of Work dated June 16, 2020, and Amendment No.1 to that agreement effective July 28, 2022).
(ii). The Parties now seek to amend the Agreement to authorize an increase in the total compensation per Fiscal Year and to approve an extension of the original agreement. (iii). All legal prerequisites to the making of this Amendment have occurred.

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

B. Amendment to Agreement.

1. Pursuant to Section 4, Paragraph 4.1 of the Agreement, the term of the Agreement is hereby amended to continue for a term ending June 30, 2025. The City Administrator or designee is authorized to approve up to two additional one-year extensions pursuant to the terms of this Amendment No. 2 to the Professional Services Agreement.

2. Section 2, Paragraph 2.1 of the Agreement is hereby amended to say: Consultant shall be paid in accordance with the fee schedule set forth in Exhibit "B". Consultant's total compensation for this Amendment No. 2 (extension of agreement until June 30, 2025, with up to two additional one-year extensions) shall not exceed Two Hundred Eighty -Five -Thousand Dollars ($285,000.00) per Fiscal Year.

3. Section 2, Paragraph 2.2 of the Agreement is hereby amended to say: 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. When the City requests 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. Such increase in additional fees shall be limited to $40,000. The Director of Development Services is authorized to approve a Change Order for such additional services.

Page 1 of 2 ends

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

5. The Agreement (Amendment No.2), together with Amendment No. 1 and all Exhibits attached thereto, constitutes the entire Agreement between the Parties, and supersedes all prior negotiations, arrangements, representations, and understandings, if any, made by or between the Parties with respect to the subject matter hereof. No amendment or other modification of the Agreement, as modified by this Amendment No. 2 shall be binding unless executed in writing by both Parties hereto, or their respective successors, assigns, or grantees.

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

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

CONSULTANT CITY OF PLACENTIA
By: By:

Name, Title Ward Smith,
Mayor
ATTEST:

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

By:

Christian L. Bettenhausen
City Attorney

Page 2 of 2 ends

EXHIBIT A
AMENDMENT NO. 1 TO

PROFESSIONAL SERVICES AGREEMENT
WITH SAGECREST PLANNING+ENVIRONMENTAL
This Amendment No. 1 ("Amendment") to Professional Services Agreement is made and entered into the 28t'' day of July 2022, by and between the CITY OF PLACENTIA, a Charter City and Municipal Corporation ("CITY"), and Sagecrest Planning+Environmental, a California Corporation ("Consultant"). CITY and CONSULTANT are sometimes hereinafter individually referred to as "Party" and or collectively referred to as the "Parties." A. RECITALS:
(i). CITY and CONSULTANT entered into a Professional Services Agreement ("Agreement") effective June 16, 2020 through which CONSULTANT has been providing consulting services as more fully explained in the Scope of Services attached to Exhibit "1" (the original agreement and Scope of Work dated June 16, 2020). (ii). The Parties now seek to amend the Agreement (Amendment No. 1) to approve an extension of the original agreement, effectively extending the agreement to June 30, 2023. (iii). All legal prerequisites to the making of this Amendment have occurred.

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

B. Amendment to Agreement.

1. Pursuant to Section 4, Paragraph 4.1 of the Agreement, the term of the Agreement is hereby amended to continue for a term ending June 30, 2023.

2. Section 2, Paragraph 2.1 of the Agreement is hereby amended to say: Consultant shall be paid in accordance with the fee schedule set forth in Exhibit "1" (the original agreement and Scope of Work dated June 16, 2020). Consultant's total compensation for this Amendment No.1 (extension of agreement until June 30, 2023) shall not exceed One Hundred Sixty Five - Thousand Dollars ($165,000.00). $165,000 consists of $125,000 authorized pursuant to the original agreement and Amendment No.1 + $40,000 authorized under Section 2.2 with City Administrator authotity.

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

Page 1 of 2 ends

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

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

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

CONSULTANT CITY OF PLACENTIA
uc�j
By: QW � �lavijaJBy:

Name, Title Jose IP . La
Director 6f D
By:

Damien R. Arrula,
City Administrator
ent Services
ATTEST:
&&
Robert S. McKinnell,
City Clerk
rco

APPROVED AS TO FOR
By:

Christian L. Bettenhausen
City Attorney

Page 2 of 2 ends

I Exhibit A

CITY OF PLACENTIA

PROFESSIONAL SERVICES AGREEMENT
WITH SAGECREST PLANNING+ENVIRONMENTAL
THIS AGREEMENT is made and entered into this 1 6th day of June 2020 (" Effective Date"), by and between the CITY OF p LACENTIA, a municipal corporation ("City"), and S agecrest Planning+Environmental, a California Corporation ("Consultant").

WITNESSETH:

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

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

1.0. SERVICES PROVIDED BY CONSULTANT

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

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 wcrk will be done by the City Administrator or his or her designee. If the quality of work is rot satisfactory, City in its discretion has the right to:

Sagecrest Planning+Environmental ATTACHMENT 1

(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.

Consultant agrees to post in conspicuous places, available to employees and applicants for employment, a notice setting forth provisions of this non-discrimination clause.

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

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

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

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 One Hundred and Twenty Five Thousand ($125,000) per fiscal year.

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. Such increase in additional fees shall be limited to 25% of the total annual contract sum or $25,000 per fiscal year, whichever is more.

The Director of Development Services is authorized to approve a Change Order 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.

3.0. 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."

Sagecrest Planning+Environmental3 ATTACHMENT 1

4,0. TERM AND TERMINATION

4.1. Term. This Agreement shall commence on the Effective Date and continue for a term ending June 30, 2022, with the option for the City Administrator to approve two (2) additional one-year extensions, unless previously terminated as provided herein or as otherwise agreed to in writing by the parties.

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

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 sagecrest Planning+EnvIronmental4 ATTACHMENT 1

contemplated herein whether delivered to the City or in the possession of the Consultant. City shall not be liable for any claim of lost profits.

5.0. INSURANCE

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

Before execution of this Agreement by the City, the Consultant shall file with the Development Director the following signed certification:

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 fumish a Certificate of Insurance to the Director of Development Services before execution of this Agreement by the City. The City, its officers and employees shall not be responsible for any claims in law or equity occasioned by failure of the consultant to comply with this section. (d) Professional errors and omissions ("E&O") liability insurance with policy limits of not Tess 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:
(a) Additional insureds: "The City of Placentia and its elected and appointed boards, officers, officials, agents, employees, and volunteers are additional insureds with respect to: liability arising out of activities performed by or on behalf of the Consultant pursuant to its contract with the City; products and completed operations of the Consultant; premises owned, occupied or used by the Consultant; automobiles owned, leased, hired, or borrowed by the Consultant."
(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 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 ho the City of Placentia, its officers, officials, agents, employees, and volunteers.

Sagecrest Planning+Environmental( ATTACHMENT 1

(e) The Consultants 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.

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

6.0. GENERAL PROVISIONS

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

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

6.4. Notices. Any notices, documents, correspondence or other communications concerning this Agreement or the work hereunder may be provided by personal delivery, facsimile Sagecrest Planning+Environmental7 ATTACHMENT 1

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:

Sagecrest
Planning+Environmental
2400 E. Katella Ave., Suite 800
Anaheim, CA 92806
Tel: (714) 783-1863 x. 705
E-mail: [email protected]
Attn: Amy Vazquez
IF TO CITY:

City of Placentia
401 E. Chapman Ave.

Placentia, CA 92870
Tel: (714) 993-8124
Fax: (714) 528-4640
Attn: Joe Lambert, Director of
Development Services

6.6. Governing Law. This Agreement shall be govemed 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.

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.

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 Sagecrest Planning+Environmental$ ATTACHMENT 1

misconduct of the City. This provision shall supersede and replace all other indemnity provisions contained either in the City's specifications or Consultant's Proposal, which shall be of no force and effect.

6.9. Independent Contractor. Consultant is and shall be acting at ail 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.

6.12. 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 Sagecrest Planning+Environmental9 ATTACHMENT 1

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.

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.

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.

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

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 Sagecrest Planning+Envlronmentall0 ATTACHMENT 1

and negotiation of this Agreement and in the performance of its obligations hereunder except as expressly provided herein.

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

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

6.21. Construction. The parties have participated jointly in the negotiation and drafting of this Agreement. In the event an ambiguity or question of intent or interpretation arises with respect to this Agreement, this Agreement shall be construed as if drafted jointly by the parties and in accordance with its fair meaning. There shaEl 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.

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

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

CITY OF PLACENTIA,
A municipal corporation
Sagecrest Planning+Environmentalll ATTACHMENT 1

Damien K. rr Ia; Cit�Administrator
ATTEST:

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

CONSULTANT
awl l t"j
Signature
Pr A' vt\SOvEZ . p cci dC44
Name and Title
?k- (2. i3
Social Security or Taxpayer ID Number
APPROVED AS TO FORM:

Date:

Date: JV N E l"1 r 20 20
461' Date: 111 I Z
Christian L. B -j enhausen, City Attorney
APPROVED AS TO INSURANCE:
�c Z112 Date: 7 /o -
Ros na Ramirez, Risk M?rf:sment
APPROVED AS TO CO NT:

Jose 01. Lambert, Project Manager

DEPARTMENTAL APPROVAL
Date: (007 / 2 d
Date: //7/--e
Joseph M.� (nbert, P ector of Development Services

V EXHIBIT A

CONSULTANT'S PROPOSAL
Sagecrest Planning+Environmental12 ATTACHMENT 1

SAGECREST
planning +environmental
August 28, 2017
City of Placentia
Attn: Joseph Lambert, Director of Development Services
401 E. Chapman Ave.

Placentia, CA 92870
Subject: City of Placentia Contract Staffing Services
Dear Mr. Lambert:

Thank you for the opportunity to submit a proposal to provide contract staffing services to the City of Placentia. The team at Sagecrest Planning+Environmental (Sagecrest) has decades of experience providing contract staffing and environmental services to communities throughout California. Our staff has expertise in discretionary case processing, building and public works inspection, preparation and review of specific plans and other planning and building documents, code compliance, project management, customer service and environmental analysis, documentation, and review. Furthermore, we are excited to provide you with a seamless transition with your current contract staff (at the same billing rates).

Sagecrest delivers the highest level of service by providing proactive solutions, ongoing communication and dependable coordination. Our company is committed to adapting our services to your organization and complementing your services by becoming a member of your staff. Our staff is trained on the latest planning, building, public works, zoning and environmental legislation and case law and is adept at using public counter permit tracking and GIS systems. The planners within our firm all began consulting after working in various planning, building, and public works positions for local municipalities. As contract planners, we provide cost-efficient solutions for interim staff vacancies, technical expertise for special projects, and management of fluctuating workloads.

With our corporate office headquartered in Anaheim, Sagecrest is a local Southern California based firm that focuses on Orange and Los Angeles Counties. This allows us to ensure that we are able to meet the needs of our clients and are accessible at a moment's notice. We are accustomed to being proactive and anticipating the needs of our clients and recommending practical solutions to complex planning, building, and public works issues. In addition, due to our efficient structure, we can be more competitive on price while adhering to stringent budgets and schedules.

Sagecrest looks forward to your favorable review of our firm's proposal. If you require additional information or would like to further discuss our qualifications, please contact me directly at the phone numbers or email below.

Sincerely,
Amy quez, 12ncipal
Office: (714) 783-1863 x705
Mobile: (714) 914-5605
E-mail: [email protected]
Website: www.sagecrest.us
2400 E. Katella Ave. • Suite 800 • Anaheim, CA 92806

1. Qualifications, Related Experience and References
Sagecrest is a full service firm providing contract staffing, land use, and environmental consulting to public agencies throughout California. Our team of Principals is comprised of professional planners who have worked in the public sector for 15 to 35 years. With considerable experience in Orange and Los Angeles Counties, the Sagecrest team has built strong working relationships with key staff, applicants and public officials. Our mission is to provide outstanding service at competitive rates to the clients and communities we serve while adding value and making a positive impression with each assignment. Because of our extensive experience and focus on providing planning, building, and public works staff to public agencies, Sagecrest is uniquely qualified to deliver high-quality on- call services. We have assembled an exceptional team of experienced planners. All of our staff has professional planning, building, and/or public works experience in the public sector, giving them a unique and thorough understanding of the processes and the challenges faced by city departments.

We employ highly qualified and experienced professionals whose skills, qualifications and previous responsibilities are a strong match to the needs of the City of Placentia. We ensure this high level of quality by employing the following practices:
• Our clients have the opportunity to interview our staff before they are assigned. • Our planners and other contract staff have experience working for public agencies prior to working with us, allowing them to integrate seamlessly into department operations. • We know that our reputation is our most valuable asset. With that in mind we do not overcommit our staff and only accept work that our staff has the qualifications to perform. • Our staff maintains ongoing professional development and we provide extensive training in project management, land use law, California Environmental Quality Act (CEQA), writing and public presentation skills.
• We are based in Anaheim and maintain regular office hours and are accessible and available whenever needed.
• We reliably meet departmental standards, including: deadlines, quality of work products, courtesy and accessibility, accuracy of reports and information given to the public, and responsiveness.
• We ensure we have a clear understanding of expectations and maintain consistent communication with our clients.
• We are committed to providing services that are cost effective while maintaining high standards of quality and productivity.
2 of 9

2. Project Approach
The following discussion addresses the various technical services we provide. Our goals are: to be responsive to the public at the counter and to our applicants during the processing of our assigned case files; to be thorough and comprehensive in the review of our assigned projects; to ensure compliance with all applicable codes and CEQA; to write detailed staff reports and findings for each entitlement; to assemble all attachments and required graphics; to prepare and deliver informative and succinct presentations at public meetings; and to maintain ongoing coordination and communication with other staff members, departments and agencies. In order to accomplish these goals, our on-call contract services may include but are not limited to the following tasks:

1. Review, analyze and evaluate
discretionary case applications for
consistency with City codes, policies and
standards.

2. Review grading and building plans for
consistency with discretionary approvals
and environmental mitigation, if
applicable.

3. Conduct planning, building and public
works inspections to determine if the
project has been completed in
accordance with the final plans and
specifications.

4. Utilize City electronic and paper files to
research previous and/or related cases.

We provide entitlement processing for general plan
amendments, specific plans, reclassifications, CUPs,
subdivision maps, variances and other discretionary
and administrative applications.

We are skilled project managers and work with
applicants to help them find solutions to meet the
code and conform to the City's general plan. We
provide excellent customer service and are responsive
to the needs of both the applicant and the City. We
clearly explain the planning process, timelines, the
need for technical studies, revisions to the project,
and coordinate with other departments to ensure a
successful outcome.

Plan checking is completed in accordance with
conditions of approval associated with each
discretionary approval and applicable codes,
ordinances and standards adopted by the City.

Inspecting a project site to determine compliance
with approved plans is a common practice for
Sagecrest staff. We believe that site inspections are
also critical for case processing, as well as building and public works approval. We also understand the
importance of ensuring that the project has been
completed consistent with approved plans and
conditions of approval, prior to granting final
approval.

All of our team members are skilled at reviewing
the City's historical files, GIS and permit tracking
systems, zoning code and other data and files to
respond to inquiries at the public counter and to
research cases related to proposed projects.
3 of 9

5. Prepare environmental assessments,
including, but not limited to, Initial
Studies and Negative Declarations, as
may be required by the California
Environmental Quality Act (CEQA).

6. Route plans to various City
departments; consolidate comments;
resolve internal inconsistencies; and
present recommendations and revisions
to the applicant.

7. Prepare screen check comments, letters
to applicants, presentations and staff
reports. All services to be performed
using City -approved forms and report
formats.

Our professional planners are well versed in current
environmental law and documentation. We are
qualified to prepare and review the required CEQA
documentation for discretionary projects. Our staff
is thorough in our approach and prepares
documents that are defensible and meet all local,
State and Federal requirements. We can prepare
Initial Studies, Notices of Preparation, Negative
Declarations, MNDs, EIRs and Mitigation Monitoring
and Reporting Programs, and various other
necessary CEQA documents. We have managed
many consultant teams preparing these documents
and bring our project management skills to add
value to this work as well. Finally, we have reviewed
and commented on numerous CEQA documents
from outside organizations and adjacent agencies.

We review these documents to ensure the City's
needs are represented a n d comments and concerns
are raised early and monitored throughout the
entire CEQA review process.

Our firm specializes in providing effective and
efficient on-call planning services to public agencies.

This is our niche. We are experienced in project
management which entails routing plans to various
City departments; consolidating comments; resolving
internal inconsistencies; and presenting
recommendations and revisions to the applicant. We
understand our clients are looking for professional
staff that understand the work and step into the
assignments immediately and keep projects on track.

Our planners fit seamlessly into the organization and
operate as an extension of staff and can integrate
fully into a variety of environments to fit the style,
communication, and approach to meet the specific
character of the client city. Our firm is committed to
providing great customer service to other city
departments, applicants and the public.

Our professional team has experience processing
thousands of discretionary cases for many
jurisdictions and has developed best practices to
manage multiple projects deadlines, maintain
responsiveness to applicants and the community, and
prepare clear and concise staff reports and letters to
applicants. We take time to thoroughly review each
case to ensure we understand the history and the
policies and procedures of the City. We draft our
reports and make our recommendations with clear
4 of 9

8. Maintain communication with
applicants, interested parties, property
owners, homeowner associations,
various governmental agencies, and
other City departments. Respond to
inquiries about projects from residents
and applicants.

9. Prepare notices for public meetings and
hearings.

10. Attend community meetings and public
hearings as required and present items
using MS PowerPoint to the Planning
Commission and/or City Council.

11. Manage the project schedule in
accordance with the City's adopted
timelines.
and accurate findings so appointed officials can easily come to a decision on a project.

Sagecrest takes pride in our communication and
customer service skills. We are very skilled at working with applicants, interested parties, property owners,
homeowner associations, various governmental
agencies, and other City departments. We
understand the needs and concerns of various
stakeholders and we possess the communication
skills needed to serve these various participants in
the process. We integrate ourselves as members of
the staff and collaborate very well with city planners
and other city employees.

In addition, we quickly learn the frequently asked
questions (i.e. business license, special events,
building inspection requests, etc.) and we provide
as much assistance as possible and help provide
"one-stop- shopping" for questions and needs at
the public counter.

Our planners understand the importance of preparing
timely, clear, concise and accurate public notices. We
are experienced in preparing publications for the
newspaper, posting on and/or near the project site
and mailing notices to interested parties who may be
affected by a proposed action.

Our planners have solid presentation skills and have
presented development applications and reports to
city councils, commissions, and community groups.

We are often commended for the ability our staff
has to take complex issues and present them in a
way that is clear and concise. We are passionate
about working with stakeholders on projects to
communicate the direction of the City early in the
process so they understand what the goals are
and how to be a part of the ultimate solution.

We proactively manage our caseload to ensure that
all projects stay on schedule and in accordance with
the City's adopted timelines. We coordinate with
various city departments for comments and build
relationships with department representatives to
ensure good communication and coordination is
maintained throughout the life of each project. We
understand the importance to applicants of
maintaining established timelines.
5 of 9

12. Maintain and close electronic and paper
files in accordance with City procedures.

13. The City will be responsible for compiling
reports into agenda packets for
appropriate reviewing authorities. In
addition, the City will provide legal
services in the review of applications.

14. Provide general administrative support
services to the Planning Services Division,
as directed.

We believe that proper records management and
organization is crucial. Our planners have all worked
for public agencies and understand the importance of
working diligently to maintain the public record,
proper publications, filing, indexing, and safekeeping
of all proceedings of the Planning Commission and
City Council. We have experience working with the
City Clerk to ensure the public record is kept
permanently and in a manner in which retrieval is
efficient.

We understand this role of the city and our planners
have experience working closely with clerical and city
attorney staff to ensure that these tasks are
completed in an efficient and timely manner.

We also provide experienced administrative services
contract staff. Services include taking stenographic
minutes of public hearings and/or transcribing
minutes for official business meetings, ensuring that
legal notices and hearing publications are prepared
and posted in accordance with state law and city
ordinances, and providing support services to city
clerical staff.
6 of 9

3. Similar Assignments
The team at Sagecrest includes a collaboration of managing principals and staff who have extensive experience in performing work of a similar nature to that solicited in your request for planning services.

Assignment
Description
On -Call Planning
Services
On -Call Planning
Services
On -Call Planning
Services
Term Location Client Contact
July 2017 -present
City of Santa Fe
Springs
August 2017- City of Newport
present Beach
November 2016 -
present
On -Call Planning May 2014 -
Services April 2017
City of San
Clemente
City of Anaheim
On -Call Planning January 2015 -
Services November 2016 City of Riverside
CEQA and Planning
Services
2012-2016* City of Orange
*During this time, Leslie Roseberry was the Planning Manager at the 7 of 9
Wayne Morrell
Director of Planning
WavneMorrell["]a santafesorings.orn
(562) 868-0511
Jaime Murillo
Senior Planner
irn uri I to P new oo rtbea chca.aov
(949) 644-3209
Amber Gregg
City Planner
GreegAPsa n-clemente,org
(949) 361-6184
Jonathan Borrego
Planning Services Manager
iborrego aPanaheirn.net
(714) 765-5016
Ted White
City Planner
twh ite@ rive rsideca.gov
(951) 826-5108
Leslie Roseberry
Community Development Director
IroseirerrvC citvofiaeunaniguel.org
(949) 362-4323
City of Orange.

4. Sagecrest Project Team
Amy Vazquez
Principal/Contract Manager
Amy has a passion for working with public agencies, developers and community members to create well-designed and sustainable communities. Amy has successfully managed contract planners since 2014. She has been involved in community outreach, project management and client relations. Amy takes pride in managing her team of planners who are skilled in working collaboratively with clients while providing professional insight and exceptional customer service. In addition, Amy has been working as a senior level contract planner in the City of Anaheim and the City of San Clemente.

Amy's specialty is managing large scale development projects and expedited case processing. She was instrumental in helping launch the City of Anaheim's "35 Day Expedited CUP Process". She is also board member of the Orange Section of the American Planning Association (APA). Amy would be the contract manager for the City of Placentia.

Greg McCafferty
Principal
Greg's career spans over 29 years in the public and private sectors, having worked in all aspects of planning and environmental compliance. Greg has a proven track record managing planners in both local government and private settings. He has practical experience in the preparation and processing of environmental compliance documentation, general plans, specific plans, annexations, development agreements, reclassifications, subdivisions and other discretionary and ministerial permits. Greg has strong presentation skills and has represented both public and private sector clients at public hearings and community meetings. His exposure to a diverse range of project types allows him to develop specialized approaches tailored to each client's needs. In addition, Greg worked in the Anaheim Planning Department for 18 years and served as the Principal Planner. He will be responsible for leading the management team, strategic growth, client relations, quality assurance and administration.

Joshua Haskins
Principal
Joshua has over 15 years of experience in planning, zoning, CEQA, and project management. He has prepared and managed General Plan Amendments, Zone Changes, Conditional Use Permits (CUPs), Variances, and CEQA/NEPA documents including Initial Studies, Mitigated Negative Declarations (MNDs), (Environmental Impact Reports (EIRs), Environmental Assessments (EAs), and Environmental Impact Statements (EISs), for projects throughout southern California on behalf of federal, state, regional, and local agencies and private clients. Joshua is the lead Principal for all CEQA related client needs and document preparation.

In order to provide a seamless transition to Sagecrest, we will provide the same contract staff (at the City's current rates) for the following positions:
• Chief Building Official: Robert Chang
• Public Works Inspector: Mamoun Aldwir
8 of 9

5. Compensation
Classification/Title and Hourly Rates
Sagecrest will perform consulting services based on the following breakdown of classification of hourly rates for key personnel:

Planning

1. Planning Manager

2. Zoning Administrator

3. Principal Planner

4. Senior Planner

5. Associate Planner

6. Assistant Planner

7. Planning Technician

8. Minutes Clerk/Planning Administration
Building and Safety

1. Chief Building Official

2. Deputy Building Official

3. Plans Examiner

4. Senior Building Inspector

5. Building Permit Technician
Public Works and Engineering

1. Public Works Inspector
Code Enformecement
$140.00
$130.00
$120.00
$105.00
$90.00
$70.00
$55.00
$45.00
$80.00
$75.00
$58.00
$46.00
$35.00
$46.00

1. Senior Code Enforcement Officer $58.00

2. Code Enforcement Officer $40.00
9 of 9

EXHIBIT B

CERTIFICATES OF INSURANCE AND ENDORSEMENTS
Sagecrest Planning+Environmentall3 ATTACHMENT 1

ACCIRDe

CERTIFICATE OF LIABILITY INSURANCE

DATE (MMIDD/YYYY)
6/3/2022
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS

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

PRODUCER
AssuredPartners of Washington, LLC
A/E Insurance Services
19689 7th Ave NE, Ste 183, PMB #369
Poulsbo WA 98370

INSURED
Sagecrest Planning+Environmental
27128 Paseo Espada Suite 1524
San Juan Capistrano CA 92675
SAGEPLA-01

CONTACT - -
NAME: Robyn Catania CA LIC # OK48649
PHONE _ E,ri1• 360-626-9535
E•MAfL
ADDRESS: robyn-catania[a assuredpartners.com
INSU RERfSS AFFORDING COVERAGE
me_ Ni* 360-626-9535
INSURER A: Travelers Property Casualty Company of America INSURER B: Beazley Insurance Company Inc
INSURER C :

INSURER D :

INSURER E :

I INSURER F :

NAIC N
25674
37540
COVERAGES CERTIFICATE NUMBER: 212637526 REVISION NUMBER:

INSR 'ADDL;SUBR' — POLICY EFF POLICY EXP
LTR TYPE OF INSURANCE APUD Wyn POLICY NUMBER IMM1DDIYYYYI MI yYYY1 LIMITS A X COMMERCIAL GENERAL LIABILITY Y Y 6805J742889 6/1/2022 6/1/2023 EACH OCCURRENCE $ 2,000,000 CLAIMS -MADE I X I OCCUR I DAMAue i U REN /ED
PREMISES (Ea occurrence) $ 1,000,000
_ I MED EXP (Any one person) $ 5,000
I PERSONAL & ADV INJURY $ 2,000,000
GEN- 'L AGGREGATE LIMIT APPLIES PER: I GENERAL AGGREGATE $ 4,000,000 POLICY[1 jECT LOC 1 PRODUCTS - COMP/OP AGG $ 4,000,000
OTHER:

A AUTOMOBILE LIABILITY

X - ANY AUTO
- OWNED SCHEDULED

AUTOS ONLY AUTOS

HIRED NON -OWNED
AUTOS ONLY .._ AUTOS ONLY

UMBRELLA LIAB

EXCESS LIAB
OCCUR

CLAIMS -MADE
DED I RETENTION $

A WORKERS COMPENSATION

AND EMPLOYERS' LIABILITY

ANYPROPRIETOR/PARTNE R/EXECUTI VE
OFFICER/MEMBER EXCLUDED?
(Mandatory in NH)
If yes, describe under
DESCRIPTION OF OPERATIONS below
B Professional Liab;Claims Made
Y/N
Y Y BA8R626254 6/1/2022 6/1/2023
N/A
Y UB5J743745 6/1/2022 6/1/2023
V1EEB6220501
(Es nccid`enil
$ 1,000,000
I BODILY INJURY (Per person) $
BODILY INJURY (Per accident) $

PROPERTY DAMAGE
(Per accidoM)

EACH OCCURRENCE

AGGREGATE

X I STATUTE ORTH-
E L EACH ACCIDENT $ 1,000,000
E.L DISEASE - EA EMPLOYEE $ 1,000,000
E.L DISEASE - POLICY LIMIT $ 1,000,000
6/1/2022 6/1/2023 Per Claim 2,000,000
Aggregate 4,000,000
DESCRIPTION OF OPERATIONS f LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may ha at1 shad H morn apace la required) The certificate holder is an additional insured per the attached.

The City of Placentia and its elected and appointed boards, officers, officials, agents, employees, and volunteers are additional insureds with respect to liability arising out of activities performed by or on behalf of the Consultant pursuant to its contract with the City; products and completed operations of the Consultant; premises owned, occupied or used by the Consultant; automobiles owned, leased, hired, or borrowed by the Consultant on the Commercial General Liability and Auto Liability when required by written contract or agreement regarding activities by or an behalf of the Named Insured. The Commercial General Liability insurance is primary insurance and arty other insurance maintained by the Additional Insured shall be excess only and non-contributing with this insurance- A waiver of subrogation applies to the Commercial General Liability, Auto Liability in favor of the Additional Insured.

CERTIFICATE HOLDER CANCELLATION
City of Placentia
401 E Chapman Avenue
Placentia CA 92870

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE

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

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

Policy Number: 6805J742889 COMMERCIAL GENERAL LIABILITY THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

BLANKET ADDITIONAL INSURED
(ARCHITECTS, ENGINEERS AND SURVEYORS)
This endorsement modifies insurance provided under the following;

COMMERCIAL GENERAL LIABILITY COVERAGE PART

1. The following is added to SECTION II — WHO IS
AN INSURED:

Any person or organization that you agree in a
"written contract requiring insurance" to include as
an additional insured on this Coverage Part, but:
a. Only with respect to liability for "bodily injury",
"property damage" or "personal injury"; and
b. If, and only to the extent that, the injury or
damage is caused by acts or omissions of
you or your subcontractor in the performance
of "your work" to which the "written contract
requiring insurance" applies, or in connection
with premises owned by or rented to you.

The person or organization does not qualify as an
additional insured:
c. With respect to the independent acts or
omissions of such person or organization; or
d. For "bodily injury", "property damage"
"personal injury" for which such person
organization has assumed liability in
contract or agreement.

The insurance provided to such additional insured
is limited as follows:
e. This insurance does not apply on any basis to
any person or organization for which
coverage as an additional insured specifically
is added by another endorsement to this
Coverage Part.
f. This insurance does not apply to the
rendering of or failure to render any
"professional services".

In the event that the Limits of Insurance of the
Coverage Part shown in the Declarations
exceed the limits of liability required by the
"written contract requiring insurance", the
insurance provided to the additional insured
shall be limited to the limits of liability required
by that "written contract requiring insurance.

This endorsement does not increase the
limits of insurance described in Section III —
Limits Of Insurance.
or
or
a
0•
h. This insurance does not apply to "bodily
injury" or "property damage" caused by "your
work" and included in the "products -
completed operations hazard" unless the
"written contract requiring insurance"
specifically requires you to provide such
coverage for that additional insured, and then
the insurance provided to the additional
insured applies only to such "bodily injury" or
"property damage" that occurs before the end
of the period of time for which the "written
contract requiring insurance" requires you to
provide such coverage or the end of the
policy period, whichever is earlier.

2. The following is added to Paragraph 4.a. of
SECTION IV — COMMERCIAL GENERAL
LIABILITY CONDITIONS:

The insurance provided to the additional insured
is excess over any valid and collectible other
insurance, whether primary, excess, contingent or
on any other basis, that is available to the
additional insured for a Toss we cover. However, if
you specifically agree in the "written contract
requiring insurance" that this insurance provided
to the additional 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 available to the additional
insured which covers that person or organizations
as a named insured for such Toss, and we will not
share with the other insurance, provided that:
(1) The "bodily injury" or "property damage" for
which coverage is sought occurs; and
(2) The "personal injury" for which coverage is
sought arises out of an offense committed;
after you have signed that "written contract
requiring insurance". But this insurance provided
to the additional insured still is excess over valid
and collectible other insurance, whether primary,
excess, contingent or on any other basis, that is
available to the additional insured when that
person or organization is an additional insured
under any other insurance.

CG D3 81 09 15 0 2015 The Travelers Indemnity Company. Alf rights reserved, Includes the copyrighted materiel of Insurance Services Office, Inc., with Its permission

Page 1 of 2 ends

COMMERCIAL GENERAL LIABILITY

3. The following is added to Paragraph 8., Transfer
Of Rights Of Recovery Against Others To Us,
of SECTION IV — COMMERCIAL GENERAL
LIABILITY CONDITIONS:

We waive any right of recovery we may have
against any person or organization because of
payments we make for "bodily injury", "property
damage" or "personal injury' arising out of "your
work" performed by you, or on your behalf, done
under a "written contract requiring insurance" with
that person or organization. We waive this right
only where you have agreed to do so as part of
the "written contract requiring insurance" with
such person or organization signed by you
before, and in effect when, the "bodily injury" or
"property damage" occurs, or the "personal injury"
offense is committed,

4. The following definition is added to the
DEFINITIONS Section:
'Written contract requiring insurance" means that
part of any written contract under which you are
required to include a person or organization as an
additional insured on this Coverage Part,
provided that the "bodily injury" and "property
damage" occurs and the "personal injury is
caused by an offense committed:
a. After you have signed that written contract;
b. While that part of the written contract is in
effect; and
c. Before the end of the policy period.

Page 2 of 2 ends

Includes the copyrighted malertal of Insur.nce Services Office, Inc., with its permission CG D3 81 09 15

COMMERCIAL GENERAL LIABILITY
POLICY NUMBER; 680-53742889-20-47 ISSUE DATE: 04/17/2020 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

HIRED AUTO AND NONOWNED AUTO LIABILITY
This endorsement modifies insurance provided under the following:

COMMERCIAL GENERAL LIABILITY COVERAGE FORM

SCHEDULE
Insurance is provided only with respect to those coverages for which a specific premium charge is shown:

COVERAGE ADDITIONAL PREMIUM
Hired Auto Liability $ INCLUDED
Nonowned Auto Liability $ INCLUDED
(If no entry appears above, information required to complete this endorsement will be shown in the Declarations as applicable to this endorsement.)
PROVISIONS C. WHO IS AN INSURED
A. COVERAGE Section II — Who Is An Insured is replaced by If a premium charge is shown in the SCHEDULE the following:
above, the insurance provided under Section I — Each of the following is an insured under this in - Coverage A — Bodily Injury And Property surance to the extent set forth below:

Damage Liability applies to "bodily injury" and 1. You; "property damage" arising out of the maintenance
or use of a "hired auto" or "nonowned auto". 2. Anyone else including any partner or "execu- Maintenance or use of a "nonowned auto" in- tive officer" of yours while using with your cludes test driving in connection with an "auto permission a "hired auto" or a "nonowned business". auto" except:

B. EXCLUSIONS a. The owner or lessee (of whom you are a With respect to the insurance provided by this sublessee) of a "hired auto" or the owner endorsement: or lessee of a "nonowned auto" or any
agent or "employee" of any such owner or

1. The exclusions, under Section I — Coverage lessee;
A — Bodily Injury And Property Damage
Liability, other than exclusions a., b., d., e., f. b. Your "employee" if the covered "auto" is and i. and the Nuclear Energy Liability Exclu- owned by that "employee" or a member sion (Broad Form) are deleted and replaced of his or her household; by the following: c, Your "employee" if the covered "auto" is a. "Bodily injury" to: leased, hired or rented by him or her or a member of his or her household under a
(1) Any fellow "employee" of the insured
arising out of and in the course of: lease or rental agreement for a period of 180 days or more;
(a) Employment by the insured; or d. Any partner or "executive officer with re - (b) Performing duties related to the spect to any "auto" owned by such part - conduct of the insured's busi- ner or officer or a member of his or her ness. household;
b. "Property damage" to: e. Any partner or "executive officer" with re - (1) Property owned or being transported spect to any "auto" leased or rented to by, or rented or loaned to the insured; such partner or officer or a member of his or or her household under a lease or rental
(2) Property in the care, custody or con- agreement for a period of 180 days or more;
trol of the insured.

MP T1 25 11 03 Copyright, The Travelers Indemnity Company, 2003 Includes copyrighted material of Insurance Services Office, Inc., with its permission.

Page 1 of 2 ends

COMMERCIAL GENERAL LIABILITY
f. Any person while employed in or other-
wise engaged in duties in connection with
an "auto business", other than an "auto
business" you operate;
Anyone other than your "employees",
partners, a lessee or borrower or any of
their "employees", while moving property
to or from a "hired auto" or a "nonowned
auto'; or

3. Any other person or organization, but only
with respect to their liability because of acts
or omissions of an insured under 1. or 2.
above.

9. D. AMENDED DEFINITIONS
The Definition of "insured contract" of Section V —
Definitions is amended by the addition of the fol-
lowing exceptions to paragraph f.:

Paragraph f. does not include that part of any
contract or agreement:
(4), That pertains to the loan, lease or rental of an
"auto" to you or any of your "employees", if
the "auto" is loaned, leased or rented with a
driver; or
That holds a person or organization engaged
in the business of transporting property by
"auto" for hire harmless for your use of a cov-
ered "auto" over a route or territory that per-
son or organization is authorized to serve by
public authority.
(5)
E. ADDITIONAL DEFINITIONS
Section V — Definitions is amended by the addi-
tion of the following definitions:

1. "Auto Business" means the business or oc-
cupation of selling, repairing, servicing, stor-
ing or parking "autos".

2. "Hired auto" means any "auto" you lease,
hire, rent or borrow. This does not include:
a. Any "auto" you lease, hire or rent under a
lease or rental agreement for a period of
180 days or more, or
b. Any "auto" you lease, hire, rent or borrow
from any of your "employees", partners,
stockholders, or members of their house-
holds.

3. "Nonowned auto" means any "autos" you do
not own, lease, hire, rent or borrow that are
being used in the course and scope of your
business at the time of an "occurrence". This
includes "autos" owned by your "employees"
or partners or members of their households
but only while being used in the course and
scope of your business at the time of an "oc-
currence".

If you are a sole proprietor, "nonowned auto"
means any "autos" you do not own, lease,
hire, rent or borrow that are being used in the
course and scope of your business or per-
sonal affairs at the time of an "occurrence".

Page 2 of 2 ends

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

TRAVELERS'

ONE TOWER SQUARE
HARTFORD CT 06183

WORKERS COMPENSATION
AND

EMPLOYERS LIABILITY POLICY
ENDORSEMENT WC 99 03 76 ( A) - 001
POLICY NUMBER: UB -5J743745 -20-47-G

WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS

ENDORSEMENT - CALIFORNIA
(BLANKET WAIVER)
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.

The additional premium for this endorsement shall be 2.00 % of the California workers' compensation pre- mium.

Person or Organization

ANY PERSON OR ORGANIZATION FOR

WHICH THE INSURED HAS AGREED

BY WRITTEN CONTRACT EXECUTED

PRIOR TO LOSS TO FURNISH THIS
WAIVER.

Schedule

ARCHITECTS
Job Description
This endorsement changes the policy to which it is attached and is effective on the date issued unless otherwise stated.
(The information below is required only when this endorsement is issued subsequent to preparation of the policy.)
Endorsement Effective Policy No. Endorsement No.

Insured Premium
Insurance Company Countersigned by
DATE OF ISSUE: 04-17-20 ST ASSIGN: Page 1 of 1

bmzlary

DECLARATIONS
AFB A&E MEDIA TECH®

ARCHITECTS AND ENGINEERS PROFESSIONAL LIABILITY, ARCHITECTS, ENGINEERS

AND CONTRACTORS POLLUTION LIABILITY, TECHNOLOGY BASED SERVICES,

TECHNOLOGY PRODUCTS, COMPUTER NETWORK SECURITY, MULTIMEDIA AND

ADVERTISING LIABILITY AND PRIVACY LIABILITY INSURANCE
INSURING CLAUSE I.A. OF THIS POLICY PROVIDES COVERAGE ON A CLAIMS MADE

AND REPORTED BASIS AND APPLIES ONLY TO ANY CLAIM FIRST MADE AGAINST THE

INSUREDS DURING THE POLICY PERIOD OR OPTIONAL EXTENSION PERIOD, IF

APPLICABLE, AND REPORTED IN WRITING TO THE UNDERWRITERS EITHER DURING THE POLICY PERIOD, WITHIN SIXTY (60) DAYS AFTER THE EXPIRATION OF THE POLICY PERIOD OR DURING THE OPTIONAL EXTENSION PERIOD, IF APPLICABLE.

AMOUNTS INCURRED AS CLAIMS EXPENSES SHALL REDUCE AND MAY EXHAUST THE LIMIT OF LIABILITY AND ARE SUBJECT TO THE DEDUCTIBLE. THE UNDERWRITERS

SHALL NOT BE LIABLE FOR ANY DEFENSE COSTS OR FOR ANY JUDGMENT OR SETTLEMENT AFTER THE LIMIT OF LIABILITY HAS BEEN EXHAUSTED.

INSURING CLAUSE I.B. OF THIS POLICY PROVIDES FIRST PARTY COVERAGE ON AN

INCIDENT DISCOVERED AND REPORTED BASIS AND APPLIES ONLY TO INCIDENTS

FIRST DISCOVERED BY THE INSURED AND REPORTED TO THE UNDERWRITERS

DURING THE POLICY PERIOD
These Declarations along with the completed and signed Application and the Policy with endorsements shall constitute the contract between the Insureds and the Underwriters.

Underwriters: Beazley Insurance Company, Inc.

Policy Number: V1EEB6200301
Item 1. Named Insured: Sagecrest Planning and Environmental Address: 2400 E Katella Avenue
Suite 800
Anaheim, CA 92806
Item 2. Policy Period:

From: 01 -Jun -2020
To: 01 -Jun -2021
Both dates at 12:01 a.m. Local Time at the Address stated in Item 1.

Item 3. Limit of Liability:

F00122
072016 ed.

Date Issued: 29 -May -2020 5:03:26 PM

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Placentia City CouncilApril 4, 2023

Placentia City Council
April 4, 2023