1.E.1 AMENDMENT NO. 2 WITH EXHIBITS A AND B — Placentia City Council, April 4, 2023

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.

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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

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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.

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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

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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

1.1. 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 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:

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

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

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

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

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

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

1.7. Delegation and Assignment. This is a personal service contract, and the duties set forth herein shall not be delegated or assigned to any person or entity without the prior written consent of City. Consultant may engage a subcontractor(s) as permitted by law and may employ other personnel to perform services contemplated by this Agreement at Consultant's sole cost and expense. All insurance requirements contained in this Agreement are 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 Sagecrest Planning+Environmenta12 ATTACHMENT 1

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.

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

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

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.

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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.

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
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 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.

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

5.0. INSURANCE

5.1. Minimum Scope and Limits of Insurance. Consultant shall obtain, maintain, and keep in full force and effect during the life of this Agreement all of the following minimum scope of insurance coverages with an insurance company admitted to do business in California, rated "A," Class X, or better in the most recent Best's Key Insurance Rating Guide, and approved by City:
(a) Broad -form commercial general liability, in a form at least as broad as ISO from #CG 00 01 04 13, including premises -operations, products/completed operations, broad form property damage, blanket contractual liability, independent contractors, personal injury or bodily injury with a policy limit of not less than One Million Dollars ($1,000,000.00), combined single limits, per occurrence. If such insurance contains a general aggregate limit, it shall apply separately to this Agreement or shall be twice the required occurrence limit. If Consultant maintains higher limits that the 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:

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.
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ATTACHMENT 1

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.

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(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.

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

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

6.0. GENERAL PROVISIONS

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

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

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

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.

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 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

6.5. 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 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.

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 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.

6.10. 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 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.

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

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

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

6.14. Conflict of Interest. Consultant and its officers, employees, associates and subconsultants, if any, will comply with all conflict of interest statutes of the State of California applicable to Consultant's services under this agreement, including, but not limited to, the Political Reform Act (Government Code Sections 81000, et seq.) and Government Code Section 1090.

During the term of this Agreement, Consultant and its officers, employees, associates and subconsultants shall not, without the prior written approval of the City Representative, perform work for another person or entity for whom Consultant is not currently performing work that would require Consultant or one of its officers, employees, associates or subconsultants to abstain from a decision under this Agreement pursuant to a conflict of interest statute.

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

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

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

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

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

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

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
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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

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(les) must have ADDITIONAL INSURED provisions or be endorsed.

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

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:

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 RAID CLAIMS.

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

Page 1 of 4 ends

(a) $2,000,000 Each Claim - includes Claims Expense
(b) $250,000 Each incident, event or related incidents or events giving rise to an obligation to pay Privacy Breach Response Services
(c) $4,000,000 Aggregate for the Policy Period - includes Claims Expenses The Privacy Breach Response Services sublimit stated in Item 3.(b) is part of, and not in addition to, the "Aggregate for the Policy Period" stated in Item 3.(c) of the Declarations
Item 4. Deductible:
(a) $15,000 Each Claim Deductible — includes Claims Expenses (b) $2,000 Each incident, event or related incidents or events giving rise to an obligation to pay Privacy Breach Response Services
Item 5. Premium: $10,253
Item 6. Retroactive Date: 01 -Jun -2017
Item 7. Knowledge Date: 01 -Jun -2017
Item 8. Technology Based Services, Technology Products, Computer Network Security and Privacy Liability, Multimedia and Advertising, and Privacy Breach Response Services Coverage Option:

Purchased [I
Purchased
n
Not Purchased n
if this box is checked then Insuring Clauses
I.A.3., I.A.4., I.A.5., and I.A.6. of this Policy
shall apply.
if this box is checked then Insuring Clause
I.B. of this Policy shall apply.
if this box is checked then Insuring Clauses
I.A.3., I.A.4., I.A.S., I.A.6. and I.B. of this
Policy shall not apply.

If no box is checked, then Insuring Clauses I.A.3., I.A.4., I.A.5., I.A.6. and I.B. of this Policy shall not apply.

Item 9. Optional Extension Period:

F00122
072016 ed.

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

Page 2 of 4 ends

(a) Premium for Optional Extension Period: 100% of the total premium for this Policy
(b) Length of Optional Extension Period: 12 Months
Item 10. Notification under this Policy:
(a) Notification (except Privacy Breaches under Insuring Agreement B.) pursuant to Clause XI. shall be given to:

Email a&[email protected]
Fax (866) 910-1397
Online http://www.beazley.com/claims_service/ae_claims_form.aspx Mail Beazley Insurance Company, Inc.
30 Batterson Park Road
Farmington, CT 06032
Attn: A&E Claims
If you have any questions or for additional information please call (888) 222-1123
(b) Notification for Privacy Breaches under Insuring Agreement B. pursuant to Clause XI. shall be given to:

Email: [email protected]
Toll -Free 24 -Hour Hotline: (866) 567-8570
(c) All other notices under this Policy shall be given to:

Beazley Insurance Company, Inc.
30 Batterson Park Road
Farmington, CT 06032
Tel: (860) 677 3700
Fax: (860) 679-0247
Item 11. Endorsements Effective at Inception:

1. E02804 032011 ed.

2. BICMU05021207

3. BICMU05090406

4. BICMU05070406

5. A01479CA 032016 ed.

6. E01400 032016 ed.

F00122
072016 ed.

Date Issued: 29 -May -2020 5:03:26 PM
Sanction Limitation and Exclusion Clause
Reliance on Another Insurance Company's
Application
Nuclear Exclusion
War and Civil War Exclusion
California Amendatory Endorsement
Amend Insured to Include Person(s) and/or
Entity(ies)

Page 3 of 4 ends

7. E01414 082009 ed. Notice Of Cancellation To Certificate Holder The Underwriters have caused this Policy to be signed and attested by its authorized officers, but it shall not be valid unless also signed by another duly authorized representative of the Underwriters.

Authorized Representative
29-Mav-2020
Date
Secretary President
F00122
072016 ed.

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

Page 4 of 4 ends

Exhibit B

SAGECREST
riAHNIHG • EHnROHMENiAI

COMPENSATION/PAYMENT SCHEDULE
Sagecrest will perform consulting services based on the following breakdown of classification of hourly rates for key personnel as identified below:

Position
Planning Director
Planning Manager
Principal Planner
Senior Planner
Building Official
Associate Planner
Building Inspector
Assistant Planner
Planning Aide
Minutes Clerk/Planning Administration
Hourly Rate
$220.00
$200.00
$160.00
$140.00
$120.00
$120.00
$100.00
$90.00
$80.00
$ 60.00
Reimbursable Expenses: Expenses incurred will be billed at actual costs plus hourly rate, if applicable. Reimbursable expenses include, but are not limited to, reprographics, postage, certified mailings, office supplies such as Compact Discs and flash drives, and application filing fees. Approval for necessary expenditures shall be requested in advance from the City's designated Contract Officer.

Fee Schedule- On -Call Planning and Building Support Services

Placentia City CouncilApril 4, 2023

Placentia City Council
April 4, 2023