Agenda packet — Placentia City Council, June 3, 2025 (part 3 of 5)

AGENCY
Marsh Risk & Insurance Services

NAMED INSURED
PlaceWorks, Inc
3 MacArthur Place, Suite 1100
Santa Ana, CA 92707

POLICY NUMBER

CARRIER

NAIC CODE
EFFECTIVE DATE:

ADDITIONAL REMARKS

THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER: 25 FORM TITLE: Certificate of Liability Insurance Errors & Omissions Retro Dates:
7/1/99 - Planning Center, Inc.
1/1/87 - Design Community & Engineering Inc.

Subject to policy terms, conditions, limitations and exclusions.

ACORD 101 (2008/01)
© 2008 ACORD CORPORATION. All rights reserved.

The ACORD name and logo are registered marks of ACORD

ACORD®

CERTIFICATE OF LIABILITY INSURANCE

DATE (MM/DD/YYYY)
06129/2023
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS

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

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

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

PRODUCER
Marsh Risk & Insurance Services
17901 Von Karrnan Avenue, Suite 1100
(949) 399-5800; License #0437153
Irvine, CA 92614
Attn: [email protected]/F: 212-948-4323 CN115158923-01-23-24

CONTACT
FAX
(A/C, No. Ext): 1 (A/C, No):

E-MAIL
ADDRESS:

INSURER(S) AFFORDING COVERAGE
NAIC #
INSURER A : Crum & Forster Specialty Insurance Co °
44520

INSURED
PlaceWorks, Inc
3 MacArthur Place, Suite 1100
Santa Ana, CA 92707
INSURER B : Travelers Property Casualty Co. of America
25674
INSURER C : N/A I
N/A
INSURER D :

INSURER E :

INSURER F :

COVERAGES
CERTIFICATE NUMBER:

LOS -002640527-03
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.

INR TR
L

TYPE OF INSURANCE
IN L D
BR
W D

POLICY NUMBER

POLICY EFF
(MM/DD/YYYY)

POLICY EXP
(MM/DD/YYYY) LIMITS
A
X

COMMERCIAL GENERAL LIABILITY
EPK144434
07/01/2023
07/01/2024 EACH OCCURRENCE I $ 5,000,000

CLAIMS -MADE
X
OCCUR
DAMAGE TO RANTED PREMISES (Ea occurrence) I $ 50,000
X
BI & PD Ded. $5,000
MED EXP (Any one person) i $ 5,000

PERSONAL & ADV INJURY
$ 5'000°000
GEN'L
X

AGGREGATE
POLICY
OTHER:

LIMIT APPLIES PER:

JEa I I LOC

GENERAL AGGREGATE
I $ 5,000,000

PRODUCTS-COMP/OPAGG
$ 5,000,000
Contractors Pollution
$ 5,000,000
B

AUTOMOBILE
X

LIABILITY

ANY AUTO
OWNED
-I
_

SCHEDULED
BA1N96406A2343G
07/01/2023
07/01/2024

COMBINED SINGLE LIMIT
(Ea accident)
$ 1,000,000
BODILY INJURY (Per person)
$
BODILY INJURY (Per accident)
I $

PROPERTY DAMAGE
(Per accident)
S
Comp/Coll Deductibles
i $ 1,000

UMBRELLA LIAB

EXCESS LIAB
OCCUR

CLAIMS -MADE
EACH OCCURRENCE I $
i
AGGREGATE I $
DED
I RETENTION$
$
B

WORKERS COMPENSATION

AND EMPLOYERS' LIABILITY

ANYPROPRIETOR/PARTNER/EXECUTIVE
OFFICER/MEMBEREXCLUDED?
(Mandatory in NH)
It yes, describe under
DESCRIPTION OF OPERATIONS below
Y IN
N
N/A
UB7K7286762343G
07/01/2023
07/01/2024

X PER OTH-

I STATUTE ER
E.L. EACH ACCIDENT
$ 1,000,000
E.L. DISEASE - EA EMPLOYEE
$ 1,000,000
E.L. DISEASE - POLICY LIMIT
$ 1,000,000
A
Errors & Omissions -Claims Made
Retro Dates: See 2nd Page
EPK144434
07/01/2023
07/01/2024
Each Clairn/Aggregale
5,000,000
DESCRIPTION OF OPERATIONS I LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space Is required) Re: L ability 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 The City of Placentia and its elected and appointed boards, officers, officials, agents, employees, and volunteers are included as additional insured where required by written contract with respect to General Liability and Auto Liability.

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
Wald Rid & ledu tee Sewceee
ACORD 25 (2016/03)
© 1988-2016 ACORD CORPORATION. All rights reserved.

The ACORD name and logo are registered marks of ACORD

AGENCY CUSTOMER ID: CN115158923
LOC #: Irvine
ACORO©

ADDITIONAL REMARKS SCHEDULE

Page 2 of 2 ends

AGENCY
Marsh Risk & Insurance Services

NAMED INSURED
PlaceWorks, Inc
3 MacArthur Place, Suite 1100
Santa Ana, CA 92707

POLICY NUMBER

CARRIER

NAIC CODE
EFFECTIVE DATE:

ADDITIONAL REMARKS

THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER: 25 FORM TITLE: Certificate of Liability Insurance Errors & Omissions Retro Dates:
711199 - Planning Center, Inc.
1/1/87 - Design Community & Engineering Inc.

Subject to policy terms, conditions, limitations and exclusions.

ACORD 101 (2008/01)
© 2008 ACORD CORPORATION. All rights reserved.

The ACORD name and logo are registered marks of ACORD

Policy EPK-144434 Effective 7/1/2023 - 7/1/2024
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

ADDITIONAL INSURED - OWNERS, LESSEES OR CONTRACTORS -

COMPLETED OPERATIONS
This endorsement modifies insurance provided under the following:

COMMERCIAL GENERAL LIABILITY COVERAGE PART

SCHEDULE
Name of Addttlonal Person(s) orOrganlzatlon(s):

Location And Description Of Completed Operations
'Where Required By Written Contract.

Where Required By Written Contract.

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

A. Section ill - Who Is An Insured within the Common
Provisions is amended to include as an insured
the person(s) or organization(s) shown in the
Schedule, but only with respect to liability for
"bodily injury" or "property damage" caused, in
whole or in part, by your work" at the location
designated and described in the schedule of this
endorsement performed for that additional
insured and included in the "products completed
operations hazard".

EN0320-0211 Page 1 of 1

Policy EPK-144434 Effective 7/1/203-7/1/2024

CRU M & FORSTER
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

ADDITIONAL INSURED - OWNERS, LESSEES OR

CONTRACTORS
This endorsement modifies insurance provided under the following:

COMMERCIAL GENERAL LIABILITY COVERAGE PART

CONTRACTORS POLLUTION LIABILITY COVERAGE PART

SCHEDULE
Name Of Additional Insured Person(s) or OrganlzatIon(s) Slanket when specifically required in a written contract with the named insured.

SECTION III -WHO IS AN INSURED within the Common Provisions is amended to include as an additional insured the person(s) or organization(s) indicated in the Schedule shown above, but only with respect to liability caused, in whole or in part, by •your worku for that insured which is performed by you or by those acting on your behalf.

ALL OTHER TERMS AND CONDITIONS OF THE POLICY REMAIN UNCHANGED.

EN0111.0211 Page 1 oft

Policy EPK-144434 Effective 7/1/203 - 7/1/2024
FAIRM
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

PRIMARY AND NON --CONTRIBUTORY ADDITIONAL

INSURED WITH WAIVER OF SUBROGATION
This endorsement modifies insurance provided under thefollowing:

COMMERCIAL GENERAL LIABILITY COVERAGE PART
CON1'RACTORS POLLUTION LIABILITY COVERAGE PART

ERRORS AND OMISSIONS LIABILITY COVERAGE PART

THIRD PARTY POLLUTION LIABILITY COVERAGE PART

SCHEDULE
Name of Additional Insured Person(s) or OraanlzatlonFs) Where Required byWritten Contract
A. SECTION HI - WHO IS AN INSURED within the Common Provisions is amended to include as an additional insured the person(s) or organization(s) indicated in the Schedule shown above, but solely with respect to "claims" caused in whole or in part, by "your work• for that person or organization performed by you, or by those acting on your behalf.

This insurance shall be primary and non-contributory, but only in the event of a named Insured's sole negligence.

B. We waive any right of recovery we may have against the person(s) or organization(s) indicated In the Schedule shown above because of payments we make for "damages" arising out of your work' performed under a designated project or contract with that person(s) or organization(s).

C. This Endorsement does not reinstate or increase the Limits of Insurance applicable to any "claim" lo which the coverage afforded by this Endorsement applies.

ALL OTHER TERMS AND CONDITIONS OF THE POLICY REMAIN UNCHANGED.

EN0118.0211 Page 1 of 1

COMMERCIAL AUTO
Policy# BA1N96406A2343G - Effective 07/01/2023
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

BUSINESS AUTO EXTENSION ENDORSEMENT
This endorsement modifies insurance provided under the following:

BUSINESS AUTO COVERAGE FORM
GENERAL DESCRIPTION OF COVERAGE - This endorsement broadens coverage. However, coverage for any injury, damage or medical expenses described in any of the provisions of this endorsement may be excluded or limited by another endorsement to the Coverage Part, and these coverage broadening provisions do not apply to the extent that coverage is excluded or limited by such an endorsement. The following listing is a general cover- age description only. Limitations and exclusions may apply to these coverages. Read all the provisions of this en- dorsement and the rest of your policy carefully to determine rights, duties, and what is and is not covered.

A. BROAD FORM NAMED INSURED
B. BLANKET ADDITIONAL INSURED
C. EMPLOYEE HIRED AUTO
D. EMPLOYEES AS INSURED
E. SUPPLEMENTARY PAYMENTS - INCREASED
LIMITS
F. HIRED AUTO - LIMITED WORLDWIDE COV-

ERAGE - INDEMNITY BASIS
G. WAIVER OF DEDUCTIBLE - GLASS

PROVISIONS

A, BROAD FORM NAMED INSURED
The following is added to Paragraph A.1., Who is
An Insured, of SECTION II - COVERED AUTOS
LIABILITY COVERAGE:

Any organization you newly acquire or form dur-
ing the policy period over which you maintain
50% or more ownership interest and that is not
separately insured for Business Auto Coverage.

Coverage under this provision is afforded only un-
til the 180th day after you acquire or form the or-
ganization or the end of the policy period, which-
ever is earlier.

B. BLANKET ADDITIONAL INSURED
The following is added to Paragraph c. in A.1.,
Who Is An Insured, of SECTION II - COVERED
AUTOS LIABILITY COVERAGE:

Any person or organization who is required under
a written contract or agreement between you and
that person or organization, that is signed and
executed by you before the "bodily injury" or
"property damage" occurs and that is in effect
during the policy period, to be named as an addi-
tional insured is an "insured" for Covered Autos
Liability Coverage, but only for damages to which
CA T3 530215
09299
H.

HIRED AUTO PHYSICAL DAMAGE - LOSS OF

USE- INCREASED LIMIT

PHYSICAL DAMAGE - TRANSPORTATION

EXPENSES - INCREASED LIMIT

PERSONAL PROPERTY

AIRBAGS

NOTICE AND KNOWLEDGE OF ACCIDENT OR
LOSS

BLANKET WAIVER OF SUBROGATION

UNINTENTIONAL ERRORS OR OMISSIONS
this insurance applies and only to the extent that
person or organization qualifies as an "insured"
under the Who Is An Insured provision contained
in Section II.

C. EMPLOYEE HIRED AUTO

1. The following is added to Paragraph A.1.,
Who Is An Insured, of SECTION II - COV-
ERED AUTOS LIABILITY COVERAGE:

An "employee" of yours is an "insured" while
operating an "auto" hired or rented under a
contract or agreement in an "employee's"
name, with your permission, while performing
duties related to the conduct of your busi- ness.

2. The following replaces Paragraph b. in B.5.,
Other Insurance, of SECTION IV - BUSI-
NESS AUTO CONDITIONS:
b. For Hired Auto Physical Damage Cover-
age, the following are deemed to be cov.

Bred "autos" you own:
(1) Any covered "auto" you lease, hire,
rent or borrow; and
(2) Any covered "auto" hired or rented by
your "employee" under a contract in
an "employee's" name, with your
592015 The Travelers Indemnity Company, All rights reserved. Page 1 of 4 Includes copyrighted material of Insurance Services Circe. Inc. with its permission.

Policy# BA1 N96406A2343G - Effective 07/01/2023

COMMERCIAL AUTO
perrnission, while performing duties
related to the conduct of your busi-
ness.

However, any "auto" that is leased, hired,
rented or borrowed with a driver is not a
covered "auto".

D. EMPLOYEES AS INSURED
The following is added to Paragraph A.1., Who Is
An Insured, of SECTION II - COVERED AUTOS
LIABILITY COVERAGE:

Any "employee" of yours is an "insured" while us-
ing a covered "auto" you don't own, hire or borrow
in your business or your personal affairs.

E. SUPPLEMENTARY PAYMENTS - INCREASED
LIMITS

1. The following replaces Paragraph A.2.a.(2),
of SECTION II - COVERED AUTOS LIABIL-
ITY COVERAGE:
(2) Up to $3,000 for cost of bail bonds (in-
cluding bonds for related traffic law viola-
tions) required because of an "accident"
we cover. We do not have to furnish these
bonds.

2. The following replaces Paragraph A.2.a.(4),
of SECTION II - COVERED AUTOS LIABIL-
ITY COVERAGE:
(4) All reasonable expenses incurred by the
"insured" at our request, including actual
loss of earnings up to $500 a day be- cause
of time off from work.

F. HIRED AUTO - LIMITED WORLDWIDE COV-

ERAGE - INDEMNITY BASIS
The following replaces Subparagraph (5) in Para-
graph 8.7., Policy Period, Coverage Territory,
of SECTION IV - BUSINESS AUTO CONDI-
TIONS:
(5) Anywhere in the world, except any country or
jurisdiction while any trade sanction, em- bargo,
or similar regulation imposed by the United
States of America applies to and pro- hibits the
transaction of business with or within such
country or jurisdiction, for Cov- ered Autos
Liability Coverage for any covered "auto" that
you lease, hire, rent or borrow without a driver
for a period of 30 days or less and Hlat is not
an "auto" you lease, hire, rent or borrow from
any of your "employees", partners (if you are a
partnership), members (if you are a limited
liability company) or members of their
households.
(a)
With respect to any claim made or "suit"
brought outside the United States of
America, the territories and possessions
of the United States of America, Puerto
Rico and Canada:
(i)
You must arrange to defend the 'in-
sured" against, and investigate or set-
tle any such claim or "suit' and keep
us advised of all proceedings and ac-
tions.
(ii) Neither you nor any other involved
"insured" will make any settlement
without our consent.
(iii) We may, at our discretion, participate
in defending the "insured" against, or
in the settlement of, any claim or
"suit".
(iv) We will reimburse the "insured" for
sums that the "insured" legally must
pay as damages because of "bodily
injury" or "property damage" to which
this insurance applies, that the "in-
sured" pays with our consent, but only
up to the limit described in Para-
graph C., Limits Of Insurance, of

SECTION II - COVERED AUTOS
LIABILITY COVERAGE.
(v) We will reimburse the "insured" for
the reasonable expenses incurred
with our consent for your investiga-
tion of such claims and your defense
of the "insured" against any such
"suit", but only up to and included
within the limit describecl in Para-
graph C., Limits Of Insurance, of

SECTION II - COVERED AUTOS
LIABILITY COVERAGE, and not in
addition to such limit. Our duty to make
such payments ends when we have
used up the applicable limit of
insurance in payments for damages,
settlements or defense expenses.
(b) This insurance is excess over any valid
and collectible other insurance available
to the "insured" whether primary, excess,
contingent or on any other basis.
(c) This insurance is not a substitute for re-
quired or compulsory insurance in any
country outside the United States, its ter-
ritories and possessions, Puerto Rico and
Canada.

Page 2 of 4 ends

O 2015 The Travelers Indemnity Company. AI rights reserved. CA T3 53 02 15 Incudescopyrlghted material of Insurance Services Office,Jnc. with Its permission.

Policy# BA1N96406A2343G - Effective 07/01/2023

COMMERCIAL AUTO
o-
..—.....,„
•L=

IIIIIIIIIIII
You agree to maintain all required or
compulsory insurance in any such coun- try
up to the minimum limits required by local
law. Your failure to comply with compulsory
insurance requirements will not invalidate
the coverage afforded by this policy, but we
will only be liable to the same extent we
would have been liable had you complied
with the compulsory in- surance
requirements.
(d) It is understood that we are not an admit-
ted or authorized insurer outside the
United States of America, its territories
and possessions, Puerto Rico and Can-
ada. We assume no responsibility for the
fumishing of certificates of insurance, or
for compliance in any way with the laws
of other countries relating to insurance.

G. WAIVER OF DEDUCTIBLE - GLASS
The following is added to Paragraph D., Deducti-
ble, of SECTION III - PHYSICAL DAMAGE
COVERAGE:

No deductible for a covered "auto" will apply to
glass damage if the glass is repaired rather than
replaced.

H. HIRED AUTO PHYSICAL DAMAGE - LOSS OF

USE - INCREASED LIMIT
The following replaces the last sentence of Para-
graph A.4.b., Loss Of Use Expenses, of SEC-
TION III - PHYSICAL DAMAGE COVERAGE:

However, the most we will pay for any expenses
for loss of use is $65 per day, to a maximum of
$750 for any one "accident".

I. PHYSICAL DAMAGE - TRANSPORTATION

EXPENSES - INCREASED LIMIT
The following replaces the first sentence in Para-
graph A.4.a., Transportation Expenses, of
SECTION I11 - PHYSICAL DAMAGE COVER-
AGE:

We will pay up to $50 per day to a maximum of
$1,500 for temporary transportation expense in-
curred by you because of the total theft of a cov-
ered "auto" of the private passenger type.

J. PERSONAL PROPERTY
The following is added to Paragraph A4., Cover-
age Extensions, of SECTION T11 - PHYSICAL
DAMAGE COVERAGE:

Personal Property
We will pay up to $400 for "loss' to wearing ap-
parel and other personal property which is:
(1) Owned by an "insured"; and
002041
(2) In or on your covered "auto".

This coverage applies only in the event of a total
theft of your covered "auto".

No deductibles apply to this Personal Property
coverage.

K. AIRBAGS
The following is added to Paragraph 8.3., Exclu-
sions, of SECTION Ill - PHYSICAL DAMAGE
COVERAGE:

Exclusion 3.a. does not apply to "loss" to one or
more airbags in a covered "auto" you own that in-
flate due to a cause other than a cause of "loss" set
forth in Paragraphs A.1 .b. and A1.c., but only:
a. If that "auto" is a covered "auto" for Compre-
hensive Coverage under this policy;
b. The airbags are not covered under any war-
ranty; and
c. The airbags were not intentionally inflated.

We will pay up to a maximum of $1,000 for any
one "loss".

L NOTICE AND KNOWLEDGE OF ACCIDENT OR
LOSS
The following is added to Paragraph A.2.a., of
SECTION IV- BUSINESS AUTO CONDITIONS:

Your duty to give us or our authorized representa-
tive prompt notice of the "accident" or "loss' ap-
plies only when the 'accident" or "loss" is known
to:
(a) You (if you are an individual);
(b) A partner (if you are a partnership);
(c) A member (if you are a limited liability com-
pany);
(d) An executive officer, director or insurance
manager (if you are a corporation or other or-
ganization); or
(e) Any "employee" authorized by you to give no-
tice of the "accident" or "loss'.

M. BLANKET WAIVER OF SUBROGATION
The following replaces Paragraph A5., Transfer Of
Rights Of Recovery Against Others To Us, of
SECTION IV - BUSINESS AUTO CONDI- TIONS:

5. Transfer Of Rights Of Recovery Against
Others To Us
We waive any right of recovery we may have
against any person or organization to the ex-
tent required of you by a written contract signed
and executed prior to any "accident'
or "loss", provided that the "accident" or "loss"
arises out of operations contemplated by
CA T3 53
0215

Policy# BA1N96406A2343G - Effective 07/01/2023

COMMERCIAL AUTO
such contract. The waiver applies only to the
person or organization designated in such
contract.

N. UNINTENTIONAL ERRORS OR OMISSIONS
The following is added to Paragraph 8.2., Con-
cealment, Misrepresentation, Or Fraud, of
SECTION IV - BUSINESS AUTO CONDITIONS:

Page 4 of 4 ends

The unintentional omission of, or unintentional
error in, any information given by you shall not
prejudice your rights under this insurance. How-
ever this provision does not affect our right to col-
lect additional premium or exercise our right of
cancellation or non -renewal.

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

CA T3 53 0215

TRAVELERS]

ONE TOWER SQUARE
HARTFORD CT 06183

WORKERS COMPENSATION
AND

EMPLOYERS LIABILITY POLICY
ENDORSEMENT WC 99 03 76 ( A) - ooi
POLICY UB-7K72867623-43-G

WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS

ENDORSEMENT-CALIFORN
(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. oo % of the California workers' compensation pre- mium.

Schedule
Person or Organization
ANY PERSON OR ORGANJ:LATIO FOR

WHICH THE INSURED YAS AGREED
BY WRITTEN CONTRACT EXECU7'Iro
PRIOR TO LOSS TO FURNJ:SH TRIS
WAXVER.

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 oily when this endorsement is issued subsequent to preparation of the policy.)
Endorsement Effective Policy No. Endorsement No.

Insured Premium
Insurance Company
DATE OF ISSUE:07/01/2023 ST ASSIGN: Pagel off

AMENDMENT NO. 1 TO

PROFESSIONAL SERVICES AGREEMENT
WITH PLACEWORKS, INC.

This Amendment No. 1 ("Amendment") to Professional Services Agreement is made and entered into the 3rd day of June 2025, by and between the CITY OF PLACENTIA, a Charter City and Municipal Corporation ("CITY"), and PLACEWORKS, INC., a California S -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 4, 2024 through which CONSULTANT has been providing consulting services to prepare the City of Placentia Chapman Corridor Plan and related CEQA documents, as more fully described herein.
(ii). The Parties now seek to amend the Agreement (Amendment No. 1) to authorize an extension to the Term of the agreement and to authorize an increase in the Compensation related to the 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, 2026.

2. Section 2, Paragraph 2.1 of the Agreement is hereby amended to say: Consultant's total compensation shall not exceed one hundred forty-four thousand six hundred sixty-one Dollars ($144,661), which represents an originally authorized total cost of one hundred twenty- four thousand six hundred sixty-one Dollars ($124,661) + twenty thousand Dollars ($20,000) contingency.

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

4. 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. The original Agreement is attached hereto as Attachment "A".

5. 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

353

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

CONSULTANT CITY OF PLACENTIA
By: By:

Name, Title Kevin Kirwin,
Mayor
ATTEST:

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

By:

Christian L. Bettenhausen
City Attorney

Page 2 of 2 ends

354

Agenda Item No: 1.k

PLACENTIA CITY COUNCIL AGENDA REPORT
Meeting Date: June 3, 2025
Submitted by: Jeannette Ortega
From: Administrative Services
Subject:

Termination of Lease Agreement and Cooperation Agreement Between the City of Placentia and the Placentia Chamber of Commerce for Real Property Located at 120 S. Bradford Avenue (APN 339-052-29)
Financial Impact:

Fiscal Im pact:

Terminating these agreements will result in the City no longer receiving annual lease revenue of $3,349.56 associated with the Chamber's office space. Additionally, the City will discontinue the annual payment of $25,000 to the Chamber for services outlined in the Cooperation Agreement.

Summary:

The City of Placentia ("City") owns real property at 120 S. Bradford Avenue (Assessor Parcel Number 339-052-29) ("Property") located in Old Town Placentia. The Property is more commonly referred to as Old City Hall. On November 7, 2023, the City Council approved a Lease of Real Property Agreement ("Lease Agreement") and Cooperation Agreement with the Placentia Chamber of Commerce ("Chamber") for a term ending on November 7, 2028. The Lease Agreement and Cooperation Agreement can terminate within sixty (60) days written notice by either party. In light of the City's current budgetary constraints and the City's ongoing efforts to ensure long-term fiscal sustainability, all existing agreements with partner agencies and consultants are under review. As part of this process, the City intends to terminate both the Lease Agreement and the Cooperation Agreement with the Chamber.

Recommendation:

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

1. Approve the termination of the Lease of Real Property Agreement between the City of Placentia and the Placentia Chamber of Commerce for real property located at 120 S.

Bradford Avenue for a term ending on November 7, 2028; and

2. Approve the termination of the Cooperation Agreement between the City of Placentia and the Placentia Chamber of Commerce for a term ending on November 7, 2028; and

3. Authorize the City Administrator and/or her designee to issue notices of termination on behalf of the City, in a form approved by the City Attorney.

Strategic Plan Statement:

This item is consistent with the City Council approved 5 -Year Strategic Goal to ensure long - 355

term fiscal sustainability, under Objective Number 1.5 to continue to seek ways to diversify the City's revenue sources to prevent overreliance on any one source.

Discussion:

The City has an ongoing, collaborative relationship with the Chamber, partnering on several special events that support economic development and enhance business engagement within the community. The Chamber has consistently demonstrated its commitment to fostering a supportive business environment through advocacy, education, and networking opportunities.

In light of current budgetary constraints and the City's continued efforts to achieve long-term fiscal sustainability, all existing agreements with partner organizations and consultants are being carefully reviewed.

As part of this review, the City plans to terminate both the Lease Agreement and the Cooperation Agreement with the Chamber. This decision is aimed at maintaining a balanced budget while continuing to meet the needs of the community.

According to Section 3 of both agreements, "this Agreement may be terminated by either party, with or without cause, and without liability to either party, on sixty (60) days prior written notice to either party."
Fiscal Impact Summary:

Agenda Item No: 1 .1

PLACENTIA CITY COUNCIL AGENDA REPORT
Meeting Date: June 3, 2025
Submitted by: Joe Lambert
From: Development Services
Subject:

Amendment No. 2 to Professional Services Agreement with Bowman Infrastructure Engineers LTD, DBA Infrastructure Engineers for Provision of Building Official, Plan Check, and Inspection, Services
Financial Impact:

Fiscal Impact:

Expense: $100,000 (up to $300,000 per fiscal year) (102532-6290) Summary:

In October 2023, City Council approved an amendment (Amendment No. 1) to the Professional Services Agreement (PSA) with Bowman Infrastructure Engineers Ltd., dba Infrastructure Engineers ("Infrastructure Engineers") for a term ending June 30, 2026. In August 2023, the City approved the original Professional Services Agreement with Infrastructure Engineers to provide contract staffing services to perform building plan check, building inspection, and Building Official services related to development. Amendment No. 1 added the following services as needed: other building and planning related staffing, in an amount not to exceed $200,000 per Fiscal Year ("FY"). The requested action would approve an amended Professional Services Agreement (Amendment No. 2) with Infrastructure Engineers in an amount not to exceed $300,000 per Fiscal Year ("FY"), including the remainder of this Fiscal Year.

Recommendation:

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

1. Approve Amendment No. 2 to the Professional Services Agreement with Bowman Infrastructure Engineers Ltd., dba Infrastructure Engineers to provide professional services in an amount not to exceed $300,000 per Fiscal Year ("FY"), including the remainder of this Fiscal Year; and

2. Approve Resolution No. R-2025-27, a Resolution of the City Council of the City of Placentia, California authorizing a budget amendment in Fiscal Year 2024-25 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 and/or her designee to execute the necessary documents, in a form approved by the City Attorney.

Strategic Plan Statement:
357

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 Infrastructure Engineers provides expedited plan for our largest housing developments that are under construction. Infrastructure Engineers is integral in helping the City provide the extremely high level of customer service that developers rely on.

Discussion:

Since at least 2013, the City of Placentia has contracted out all services related to building plan check and for the State mandated position of Building Official. In August 2023, the City approved a Professional Services Agreement with Infrastructure Engineers to provide contract staffing services to perform building plan check, building inspection, and Building Official services related to Development Services. Although the City has agreements with other service providers, the City's long-time Contract Building Official has been contracting with Infrastructure Engineers since 2023.

Discussion:

Infrastructure Engineers generally specializes in providing Public Works, Engineering, and Building related services. The City of Placentia is also under separate contract with Infrastructure Engineers for Public Works/Engineering project management services.

Infrastructure Engineers' rates are competitive, and the Building Official/Plan Check rate is actually less than the rates charged by other consultants providing similar staffing including CSG and Sagecrest whom are also under contract with the City. Although the City retains more than one firm under contract for these services, Staff always strives to utilize the firm with the most competitive rates which Infrastructure Engineers provides.

Fiscal Impact Summary:

It should be noted that although Amendment No. 2 authorizes services up to $300,000 per fiscal year, Staff does not anticipate using the full amount this fiscal year, however it is necessary to authorize up to approximately $275,000 this fiscal year for the subject agreement. The requested amount will also allow the flexibility to utilize that amount if needed in the future. The City is currently in the process of writing a Request for Proposals (RFP) for building related services for plan check and Building Official services. We are now fully staffed regarding Building Inspection and Building Permit Technician services, and the only major ongoing need for Building contract services is for Building Plan Check and on -call Building 358

Official services. In addition, pursuant to the attached Resolution, adequate funds are available to be transferred from a Building Division revenue account to the proper expenditure account resulting in revenues offsetting costs incurred pursuant to the subject agreement. Therefore, revenue received for building -related development services will fully offset 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.

Attachments

1.Amendment 2 - IE PSA.docx

1.a.Infrastructure Engineers Inc. - Amendment No. 1 (003) FULLY EXECUTED.pdf

2.Resolution R-2025-27.docx
359

AMENDMENT NO. 2 TO

PROFESSIONAL SERVICES AGREEMENT
WITH INFRASTRUCTURE ENGINEERS, INC.

This Amendment No. 2 ("Amendment") to Professional Services Agreement is made and entered into the 3rd day of June 2025, by and between the CITY OF PLACENTIA, a Charter City and Municipal Corporation ("CITY"), and Bowman Infrastructure Engineers Ltd., dba Infrastructure Engineers, a Bowman Company ("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 August 1, 2023 through which CONSULTANT has been providing consulting services related to Building and Safety plan checking and Building and Safety inspections. Amendment No. 1 to the Agreement was approved by City Council on October 17, 2023, 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 $200,000 per Fiscal Year ("FY"). (ii). The Parties now seek to amend the Agreement (Amendment No. 2) to authorize an increase in the total compensation per fiscal year and to authorize the CONSULTANT to perform Additional Services such as "providing other building and planning related staffing and services as needed."
(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. 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 Attachment "A" of Amendment No. 1 effective October 17, 2023. Consultant's total compensation shall not exceed Three Hundred Thousand Dollars ($300,000.00) per Fiscal Year.

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, together with Amendment No. 1 and Amendment No. 2 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.

The original Agreement and Amendment No. 1 are attached hereto as Attachment "1.a.".

Page 1 of 2 ends

360

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

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

CONSULTANT CITY OF PLACENTIA
By: By:

Name, Title Kevin Kirwin,
Mayor
ATTEST:

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

By:

Christian L. Bettenhausen
City Attorney

Page 2 of 2 ends

361

AMENDMENT NO. 1 TO

PROFESSIONAL SERVICES AGREEMENT
WITH INFRASTRUCTURE ENGINEERS, INC.

This Amendment No. 1 ("Amendment") to Professional Services Agreement is made and entered into the 17`h day of October 2023, by and between the CITY OF PLACENTIA, a Charter City and Municipal Corporation ("CITY"), and Bowman Infrastructure Engineers Ltd., dba Infrastructure Engineers, a Bowman Company ("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 August 1, 2023 through which CONSULTANT has been providing consulting services related to Building and Safety plan checking and Building and Safety inspections.
(ii). The Parties now seek to amend the Agreement (Amendment No. 1) to authorize an increase in the total compensation per fiscal year and to authorize the CONSULTANT to perform Additional Services such as "providing other building and planning related staffing and services as needed."
(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, 2026. The City Administrator (or authorized designee) is authorized to approve up to two additional one-year extensions pursuant to the terms of this Amendment No. 1 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 Attachment "A" of this Amendment No. 1 effective October 17, 2023. Consultant's total compensation shall not exceed Two Hundred Thousand Dollars ($200,000.00) per Fiscal Year.

3. 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

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

CONSULTANT CITY OF PLACENTIA
By: By: 0o/.. 0•&:.

Ward Smith,
Masoud Sepahi, Pro.ect Manager Mayor
Name, Title
ATTEST:

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

Br (\,
Christian L. Bettenhausen
City Attorney

Page 2 ends

co
M
A`ORE® CERTIFICATE OF LIABILITY INSURANCE

DATE (MM DD/YYYY)
08/31/2023
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS

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

If SUBROGATION IS WAIVED, subject to the terms and conditions of the po icy, 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
Klein Agency, LLC
P.O. Box 219
Timonium MD 21094
CONTACT Certificate Department
NAME:

PHONE (410) 832-7600 FAX (410) 832-1849
(A/C, No, Ext): (A/C, No): )
E-MAIL [email protected]
ADDRESS:

INSURER(S) AFFORDING COVERAGE
NAIC #
INSURER A: Charter Oak Fire Insurance Co
25615

INSURED
Infrastructure Engineers, a Bowman Company
3060 Saturn Street
Suite 250
Brea CA 92821
INSURER B : Travelers Indemnity Co. of Am
25666
INSURER C : Travelers Property Casualty Co. of America
25674
INSURER D : Berkshire Hathaway Specialty Insurance
22276
INSURER E : Beazley Insurance Company
37540
INSURERF:

COVERAGES
CERTIFICATE NUMBER: 23-24 Infrastructure Eng.

REVISION NUMBER:

CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLIC ES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.

INSR
LTR

TYPE OF INSURANCE

AUDL-SUBR
INSD
WVD

POLICY NUMBER

POLICY EFF
(MMIDDIYYYY)

POLICY EXP
(MM/DD/YYYY)
LIMITS
A
X

COMMERCIAL GENERAL LIABILITY
6306J047645
08/31/2023
08/31/2024

EACH OCCURRENCE
$ 1,000,000

CLAIMS -MADE

X OCCUR

DAMAGE TO RENTED
PREMISES (Ea occurrence)

$ 1,000,000
X
Contractual Liability
MED EXP (Any one person)
$ 10,000

PERSONAL & ADV INJURY
$ 1,000,000
GEN'L

AGGREGATE
X

LIMIT APPLIES
PROT
JEC
PER:

LOC

GENERAL AGGREGATE
$ 2,000,000

PRODUCTS - COMP/OPAGG
$ 2,000,000
$
B

AUTOMOBILE
X
-
-

LIABILITY

ANY AUTO
OWNED

AUTOS ONLY
HIRED

AUTOS ONLY
_

SCHEDULED
AUTOS

NON -OWNED

AUTOS ONLY
8108T020319
08/31/2023
08/31/2024

COMBINED SINGLE LIMIT
(Ea accident)
$ 1,000,000
BODILY INJURY (Per person)
S
BODILYINJURY(Peraccident)
$

PROPERTY DAMAGE
_Ter accident)
$
C
X

UMBRELLA LIAB

EXCESS LIAB
X
OCCUR

CLAIMS -MADE
CUP6J395074
08/31/2023
08/31/2024

EACH OCCURRENCE
$ 25,000,000

AGGREGATE
$ 25000,000
DED
RETENTION $
$
C

WORKERS COMPENSATION

AND EMPLOYERS' LIABILITY

ANY PROPRIETOR/PARTNER/EXECUTIVE
OFFICER/MEMBER EXCLUDED?
(Mandatory in NH)
If yes, describe under
DESCRIPTION OF OPERATIONS below
YN
N
N /A
UB6J317115
08/31/2023
08/31/2024
X
PER

STATUTE
OTH-
ER
E.L. EACH ACCIDENT
$ 1,000,000
E.L. DISEASE- EA EMPLOYEE
$ 1,000,000
E.L. DISEASE - POLICY LIMIT
1,000,000
$
D/E
Primary Professional & Pollution Liab /
Excess Professional & Pollution Liab
47-EPP-330666-01
08/31/2023
08/31/2024
Each Claim/Aggregate
Excess Each Claim/Aggr.
$5,000,000
$5,000,000
DESCRIPTION OF OPERATIONS/LOCATIONS I VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Re: All operations. Endorsements CGD414, CGF475, CAF227, CAF129, WC000313 are attached. If required by an insured written contract, executed prior to any loss, The City of Placentia and its elected and appointed boards, officers, officials, agents, employees, and volunteers are an Additional Insured on a primary and non-contributory basis under the General and Auto Liability Policies. If required by an insured written contract, executed prior to any loss, Waiver of Subrogation is provided for General, Auto, and Workers Compensation Policies. Umbrella Policy follows form over General, Auto, and Employer's Liability Policies. 30 day notice of cancellation, 10 day for non-payment.

CERTIFICATE HOLDER

CANCELLATION
City of Placentia
401 E. Chapman
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
ACORD 25 (2016/03)
© 1988-2015 ACORD CORPORATION. All rights reserved.

The ACORD name and logo are registered marks of ACORD

ATTACHMENT A

CONSULTANT'S JROPOSAL, FEE SCHEDULE AND SCOPE
OF OI1IK'1WIS ANT TO AMENDMENT NO. 1
U,
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Proposal for:

City of Placentia
Building and Safety Staff Augmentation
Environmental and Planning Services
Submitted by: Submitted to:

Masoud Sepahi, PE, LEED GA
Infrastructure Engineers, a Bowman company
3060 Saturn Street, Suite 250
Brea, CA 92821
714.940.0100 I [email protected] [email protected] September 5, 2023
Joseph Lambert, Director of Development Services
City of Placentia
401 East Chapman Street
Placentia, CA 92870

INFRASTRUCTURE

ENGINEERS
a Bowman company

Table of Contents
TAB # SECTION
1 Cover Letter
2 Qualifications
3 Related Experience and References
4 Proposed Staffing and Project Organization
5 Fee Proposal
PAGE#
4 6
9 12
24 INFRASTRUCTURE
�� ENGINEERS
a Bowman company
September 5, 2023
Joseph Lambert
Director of Development Services
City of Placentia
401 East Chapman Street
Placentia, CA 92870
RE: Building and Safety Staff Augmentation
Dear Mr. Lambert,
We are providing the attached statement of qualifications for your review and consideration. We understand that the City of Placentia seeks assistance in support of Building and Safety Plan checking and inspection services.

Infrastructure Engineers (IE) has been providing building and inspection support services throughout the Southern California region for many cities over the past 25 years. We have also provided plan checking services for the City of Placentia on multiple Public Improvement projects associated with Private Developments. We are very versed in all applicable codes and government regulations.

We are proud to have Mr. Iraj Mansouri and Mr. Jesus De Anda as part of our team being proposed to assist the City, with professional building plan checking and inspection services. Mr. Mansouri is a veteran and seasoned engineer, who has served various cities including the City of Placentia as Building Official and in other similar capacities. Mr. De Anda, has many years of building inspection experience and he is ICC Certified. As the VP for Construction Management Services, Mr. Sepahi will ensure that the City of Placentia is served with the utmost care and quality service, and he is available to meet with the City to assist with any other building related services as required.

We consider the City of Placentia as one our special clients and we will continue to serve this great city with the best possible service and to meet and exceed all your expectations.

Sincerely yours,
Sid Mousavi, MSCE, PE
Senior Principal
3060 Saturn Street, Suite 250, Brea, California 92821
714.940.0100
infrastructure-engineers.com bowman.com

Qualifications
Infrastructure Engineers, a Bowman company's mission is to provide professional building and safety, engineering, planning, environmental, and municipal services to cities and counties throughout Southern and Central California. In fact, we have been providing these services since our founding in 1994. As a results driven engineering service provider focused on public sector assignments, Infrastructure Engineers, a Bowman company provides services that include civil design, construction management, traffic engineering, community development planning, environmental services, water/wastewater engineering, and staff augmentation for municipal and state agencies. Our headquarters in Brea is conveniently located near the City of Placentia.

Our History
Services
Markets
Years in Business
Combined
Current Revenue Pace (Millions)
Headquartered in Brea, CA, Infrastructure
Engineers, a Bowman company provides a
breadth of professional engineering, planning,
environmental, geospatial and municipal
infrastructure services to cities and counties
throughout Southern and Central California.

As of June 13, 2023, Infrastructure Engineers
has officially joined Bowman. This change
provides a strong foundation for us to merge
our comprehensive skillsets while offering the
same level of commitment to our clients and
employees.

Number of Employees (Approx.)
Offices Nationwide
• Building Services • Municipal
• Community Planning • Industrial
• Environmental Studies Water/Wastewater
Staff Augmentation Technology/Data Centers
GIS/Mapping Residential
• Historic Consulting Parks & Recreation
• Civil Engineering
• Water/Wastewater
• Construction Management
• Traffic Engineering
Infrastructure Engineers, a Bowman company I Building and Safety Staff Augmentation I September 5, 2023 6

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About Bowman
Team Members
With more than 80 offices nationwide, we
continue to add staff, services, and locations to
continue to provide the best development and
infrastructure services to our clients.
1,900+ Employees
120+ Fully Equipped Field Survey Crews
300+ Professional Engineers
60+ Professional Surveyors
100+ Right -of -Way and Land Professionals
13 Environmental Specialists
90+ Planners and Designers
20+ Registered Landscape Architects
Bowman has grown not for the sake of
growth, but on behalf of our customers.

Our clients know their industry, their product
and their end -user. It's our job to know our clients, their project drivers and how to achieve them. By leveraging
the expertise of our local teams and the extensive knowledge of our national resources, Bowman stands ready to deliver innovative development strategies, design concepts and
technological advancements to your next project.

Awards
Zweig Group - Hot Firm's List - #9 (2023)
Engineering News Record
#87 -Top 500 Design Firms (2023)
#69 -Top 500 Design Firms Pure Designers (2023)
#22 - Mid -Atlantic -Top Design Firms (2023)
#44- Southeast -Top Design Firms (2023)
#78 - New York -Top Design Firms (2023)
#57 -Texas & Louisiana -Top Design Firms (2023)
National Business Journals
#8 - Washington Bus. Journal Largest Engineering Firm (2023) #5 - Washington Bus. Journal Largest Landscape Architecture (2023) #18 - Louisville Business First Largest Engineering Firm (2023) #12 - Philadelphia Business Journal Largest Engineering Firm (2023) #17 - Phoenix Business Journal Largest Engineering Firm (2023) #42 - Dallas Business Journal Largest Engineering Firm (2023) MEP Giants - #88 (2022)
• Office Locatio,!
National Footprint ...One Team!
Infrastructure Engineers, a Bowman company I Building and Safety Staff Augmentation I Septembers, 2023 7 1,, INFRASTRUCTURE
�� ENGINEERS
a Bowman company
Related Experience and References
City of Baldwin Park
Since 2014, IE has been providing the City of Baldwin Park with an on -site building official, building inspector coverage and off -site plan checks, on time and within budget. Jay Shih, our Director of Building & Safety, was the on -site Building Official and City Engineer in 2018. He managed the Building Division, provided over-the-counter plan check and code interpretation, resolved disputes, checked building plans including architectural, structural, mechanical, electrical, plumbing, energy, disabled access, cannabis, and fire, while supervised two city building inspectors and a permit technician. Jay also checked grading, drainage, low impact development, erosion control, and subdivision maps. Jay continues to check its building and engineering plans in our Industry office.

Contact
Ron Garcia, CD Director
p: 626.813.5253
e: [email protected]
Schedule
Ongoing
City of Huntington Park
IE is currently providing an on -site building official, building inspector, permit technicians, CASp inspector and on -site and off -site plan checks for the Building Division. Our Building Official provides on -site services, performs over-the- counter plan check, building code consultation, in-house plan check, and supervises two full-time permit technicians and a full-time building inspector.

He is also a certified building inspector, is proficient in building, mechanical, electrical, and plumbing inspections, and performs inspection supervision or works as senior building inspector to augment city staff.

Project Team Members
Jay Shih
Yunus Rahi
Mike Bagheri
Dennis Janda
City of Huntington Park Project Team Members
Steve Forster, CD Director Jay Shih
p: 323.582.6161
e: [email protected]
Schedule
Ongoing
Yunus Rahi
Dennis Janda
Amir Farahani
Infrastructure Engineers, a Bowman company I Building and Safety Staff Augmentation I September 5, 2023 9

INFRASTRUCTURE
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City of Corona
Infrastructure Engineers is currently under a Professional Services Agreement to provide an on -site building inspector, permit technician, electrical plans examiner, CASp inspector and on -site and off -site plan checks within the prescribed turnaround time and budget
Contact Project Team Members
Chris Milosevic, Building Official Jay Shih
p: 951.736.2254 Jesus De Anda
e: [email protected]
Schedule
Ongoing
City of Bell Gardens
Since 2004, Infrastructure Engineers has been providing building and safety services as well as a broad spectrum of public works engineering. We are currently providing inspector coverage and off -site plan checks, on time and within budget. Jay Shih is the city's off -site building official; he also checks some of the city's building and engineering plans in our Industry office.

City of Corona
Gus Romo, CD Director
p: 562.806.7724
e: [email protected]
Schedule
Ongoing
Project Team Members
Jay Shih
Jesus De Anda
Yunus Rahi
Infrastructure Engineers, a Bowman company I Building and Safety Staff Augmentation I September 5, 2023 1 0

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Proposed Staffing and Project Organization

Proposed Staffing and Project Organization
City of Placentia
Principal -in -Charge
Sid Mousavi, MSCE, PE
Certified Building Official and Plans
Examiner
Jay Shih, MS, PE, CASp, CBO
KEY
Building Official
Iraj Mansouri, MSCE, PE
Building Inspector
Jesus De Anda
Management Support Q Key Personnel
Project Lead
Masoud Sepahi, PE, LEED GA
Infrastructure Engineers, a Bowman company I Building and Safety Staff Augmentation I September 5, 2023 12

Sid Mousavi, MSCE, PE
Principal -in -Charge
Education
M.S. Civil Engineering, California State
Polytechnic University, Pomona
B.S. Civil Engineering, California State
Polytechnic University, Pomona
B.S. Irrigation Engineering, Azerbaijan
University, Iran
Registrations/Certifications
Professional Civil Engineer:

California (#42645)
Experience prior to joining the firm
Sid Mousavi has over 35 years of experience in engineering projects covering a wide range of municipal management, civil engineering, transportation, public works, construction management, traffic engineering, community development and redevelopment, parks and recreation facilities, and public and private land development. Sid is responsible for the direction and administration of internal services, civil engineering design, city services and other corporate management responsibilities and matters. Prior to joining Infrastructure Engineers, Sid's accomplishments included serving as City Manager, Director of Public Works, and City Engineer for various cities in Southern California, with responsibilities for directing and administering such functional elements as engineering, planning, building & safety, facilities and equipment, landscaping, streets, environmental services, transportation, transit and other municipal services. Responsibilities also included communication with City Councils, City Commissions, other city departments and governmental regulatory agencies, utility companies, contractors, consultants, and the general public. Sid has performed the entire spectrum of engineering activities, which include engineering investigations, conceptual and feasibility studies, planning/scheduling, design, specifications, cost analysis, cost estimating, contract negotiations, construction management and engineering support services.

Sid has served as the Contract City Engineer for the City of Bell Gardens, City of Montebello, City of Irwindale, City of LaPuente and City of Baldwin Park.

Experience
Principal -in -Charge, Various Capital Projects I City of 5outh El Monte, CA Sid was responsible for contract oversight of capital projects for the city, which include the Safe Route to School Project — Pedestrian Improvement Project, Durfee Avenue Project — Street and Median Improvement Project,Thienes Avenue Project — Street Improvement Project, and the New Temple Park Improvements — Prefabricated Modular Restroom.

City Engineer I City of Bell Gardens, CA
Sid was responsible for approving all capital projects for the City and providing cost estimates and budgets for new and upcoming projects. Supervises various Infrastructure Engineers projects as the designated Principal -in -Charge. Participates in development meetings and provides support for various land development projects by establishing conditions for approval of projects. Supervises and directs traffic engineering and water engineering activities of the City. Attends City Council meetings and provides reports of engineering projects to the City Council. Oversees the City's NPDES program and MS4 Permit compliance.

Principal -in -Charge I City of Brea, CA
Sid was responsible for oversight of performance of professional services to provide plans, specifications and estimates for rehabilitation of alleys east of Brea Boulevard Infrastructure Engineers, a Bowman company I Building and Safety Staff Augmentation I September5, 2023 13 Sid Mousavi, MSCE, PE
Principal -in -Charge
and south of Imperial Highway to Date Street, Downtown Parking Structure 1 Sewer Line Upgrade, and Sewer Main Repair in Alley west of Brea Boulevard and south of Imperial Highway.

Principal -in -Charge, Various Street Improvements I City of Lynwood, CA Sid provided oversight of design, construction management, and inspection of street improvements for Linden Street, Virginia Avenue. Walnut Avenue, Redwood Avenue, Elmwood Avenue, Olanda Avenue, and Las Flores Boulevard. The project includes topographic surveying to address the drainage issues, removal, and replacement of broken or missing gutters and curbs, subsurface investigation of the existing asphalt structure, replacement of existing damaged or substandard driveways, removal and replacement of trees that have caused damage, design of ADA-compliant ramps, and repair or placement of sidewalks, where necessary. Infrastructure Engineers also provided bid administration, construction management services, and inspection for these projects.

Interim City Manager, Director of Public Works and Planning and City Engineer City of Baldwin Park, CA
Served as Interim City Manager during a 14 -month vacancy at the City of Baldwin Park, Responsible for the development of the $40 million annual operating and capital budgets, including the identification of new revenue sources for the City.

Involved in labor negotiation with seven city labor groups. Also responsible for the enhancement of the City's public information and public relations materials, policy development and implementation, and general administrative oversight of the City's six departments and more than 300 employees. As Executive Director to the City's Community Development Commission, directed the City's redevelopment activities.

Also served as Executive Director of the Baldwin Park Housing Authority, which provided housing services for Baldwin Park as well as the cities of Duarte, El Monte, Monrovia, and West Covina.

City Engineer I City of Bell Gardens, CA
Served as the City Engineer under a general contract to provide City Engineer services. Responsible for all capital improvement programs, land development, traffic engineering, water engineering, and redevelopment engineering.

City Engineer j City of Montebello, CA
Sid was responsible for all the City's engineering issues and projects, including overseeing the City's engineering staff. Also served as secretary to the Traffic Commission, preparing all reports and projects to the Engineering Division.

Director of Public Works and City Engineer I City of Diamond Bar, CA Upon the City's incorporation, Sid was hired to set up the Public Works Department, with responsibility for direction and supervision of all public works functions.

While with the City of Diamond Bar, Sid interfaced with official offices such as City Infrastructure Engineers, a Bowman company I Building and Safety Staff Augmentation I September 5,1013 14

Sid Mousavi, MSCE, PE
Principal -in -Charge
Council, City Commissions, City Manager's office, and other city departments and staff. Additional agency coordination included working with Caltrans, Los Angeles County agencies, Air Quality Management District, Walnut Unified School District, and community citizens and businesses.

Senior Manager, Los Angeles County Community Development Commission I Los Angeles County, CA
Sid was responsible for engineering services associated with public works projects with an annual budget of $18 million. He was also responsible for planning and scheduling, construction management, implementing systems and procedures, project accountability, negotiation, and administration of contracts. Oversaw community development and redevelopment projects, including Community Development Block Grants and Housing Authority.

Assistant City Manager I City of Huntington Park, CA
Sid was responsible for engineering services covering studies, design and design review, PS&E related to public works, redevelopment, and land development projects.

Served as an advisor and monitor for city's Traffic Commission.

Infrastructure Engineers, a Bowman company I Building and Safety Staff Augmentation I September 5, 2023 15

Masoud Sepahi, PE, LEED GA
Project Lead
Education
B.S. Civil Engineering, Loyola
Marymount University
Structural/Civil Engineering, California
State University, Northridge
Registrations/Certifications
Professional Civil Engineer:

California (#52786)
*Experience prior to joining the firm
Experience
City Engineer I City of Placentia, CA
As the City Engineer for the City of Placentia, Masoud's responsibilities included management and processing of all public works encroachment permits in addition to all other City engineering and management functions. Masoud was responsible for plan check, design review, and inspections associated with private developments throughout the city. His other responsibilities included managing the in-house and consultant support staff for various Public Works design and construction projects.

He assisted the Director of Public Works with preparation of the Capital Improvement Program (CIP) budgets and monitored the expenditures in conformance with the Department's goals and objectives. He managed all the design and construction contracts associated with the public works CIP program to ensure delivery of projects on time and on budget. Masoud supervised and assigned work to both in-house engineering and maintenance staff in addition to the consultant staff associated with CIP and plan -checking activities. His responsibilities also included negotiating and enforcing design and construction contracts, cooperative agreements, interacting with other cities and agencies, license agreements, lease agreements, schedules, and work plans to ensure projects were completed within expected timelines, material specifications, and budget. He reviewed change orders, evaluated budgets, costs, and technical feasibility. Conducted staff meetings with city personnel; attended meetings with other City departments, government agencies, private developers, contractors, and consultants to coordinate various projects and programs. Prepared schedules and budgets for various projects and assisted with preparation of the CIP and grant applications. Reviewed and approved tract maps, parcel maps, lot - line adjustments and provided advice to the City Administrator, planning and City Council regarding engineering and administrative issues. Prepared Agenda Reports on various actions required by the City Council. Attended City Council, Planning Commission, Traffic Commission, and other public meetings and made presentations on various engineering and construction proposals, contracts, engineering reports, and staff recommendations.

Director of Construction Management, Los Angeles Metropolitan Transportation Authority I Los Angeles, CA
As the Director of Construction Management, Masoud was responsible for the southerly portion of the Crenshaw/LAX Transit Project. This project was an eight -and - a -half -mile light -rail line, which connects the Expo Line on Exposition Boulevard to the Metro's Green Line at the Los Angeles International Airport. This $2 Billion project consisted of 8 Stations, 8 aerial bridges over major streets and the I-405 Freeway.

During his tenure with LA Metro, Masoud was responsible for management of all construction on the Southern segment of the project, extending from the Greenline station to the outside of City of Inglewood. His responsibilities included management of the entire construction staff, reporting to executive management on construction Infrastructure Engineers, a Bowman company Building and Safety Staff Augmentation I September 5, 2023 16 Masoud Sepahi, PE, LEED GA
Project Lead
progress and issues in addition to interfacing with the City officials, utility agencies, contractors, and designers. Also, working for Metro, Masoud was responsible for the management of three major Advanced Utility Relocation Contracts as part of the Purple Line Corridor Project. This project extended the terminus at Wilshire/Western westward for about nine miles with seven new stations. He performed Resident Engineering for three major contracts under this $4 Billion transit project. Responsible for all utility relocations at three major intersections, La Brea and Fairfax in the City of Los Angeles and La Cienega in the City of Beverly Hills. Duties included management of construction and design staff, interaction with utility agencies, contractors, designers, and city officials. The advance utility contracts paved the way for mass excavation of the subway stations. The relocation of over 150 major utility lines had to be designed and constructed within a very aggressive schedule to allow for the next phases of the project to start. As the Director of Construction Manager, Masoud was responsible for delivery and relocation of major storm drains, sanitary sewer, electrical power lines, telecommunication, water, gas, and many other utilities, which had to be relocated within a very aggressive schedule.

Principal, Marrs Services I Fullerton, CA
As the principal for MARRS'facilities, and transit divisions, Masoud was responsible for managing construction management staff and multiple contracts with various public agencies. His responsibilities also included management of multiple civil engineering projects, reporting to executive management and interaction with clients. His other responsibilities included development and implementation of marketing strategies, preparation of staffing plans, preparation and analysis of company budgets and finances in addition to interaction with existing and potential new clients. Some of the major projects under his management included: LAX/Crenshaw Transit Corridor, Advanced Utility Studies, LAWA Water Systems modeling, LAX 2nd Level Roadway and Deck Repair, Metro On -call bus Facility construction management, Cesar Chavez Roundabout Project, LAX South Runway Improvements in addition to many other infrastructure improvement projects.

Program Director, GKK Works I Irvine, CA
As the program director, Masoud was responsible for GKK's Construction Management for various public works facility projects. Some of these projects included: Police Administration Building, San Bernardino International Airport Facility Improvements Program,Third party review for all new developments for the Inland Valley Development Agency (IVDA.), runway drainage studies, conceptual design and modifications for terminal buildings, facility and site assessment, demolition of buildings and facilities at the airport, master planning, and third -party reviewer for construction of large warehouses for the IVDA. On behalf of IVDA, he also worked with private developers for development of large cargo storage and distribution centers near the airport.

Infrastructure Engineers, a Bowman company I Building and Safety Staff Augmentation I September 5, 2023 17

Masoud Sepahi, PE, LEED GA
Project Lead
Design Manager & Practice Leader, Kellog Brown & Root I CA* As KBR's Construction/Design manager for the West -coast region, he was responsible for KBR's projects in the Southern California Region. His duties included contract negotiations with clients and sub -consultants, managing and administering projects in addition to managing engineering staff and sub -consultants. As the design manager for the Airside Improvement Program (AIP) at Bush Intercontinental Airport, he was responsible for the management and supervision of the design staff and up to 100 sub -consultants. His responsibilities also included management of multiple design contracts to ensure compliance with the project budget and schedule in addition to the Client's guidelines and regulations. Provided routine project status reporting on the work performance and productivity of designers and their subconsultants. He also reviewed and approved designer's invoice for compliance with provisions in the Contract including minority participation requirements. He managed the design and construction of many projects, under the AIP program, some of which include:

Project/Construction Manager I City of Los Angeles, CA* As a City of Los Angeles Engineering staff, Masoud worked on many infrastructure programs and projects. Some of which included the Police Bond Program, Los Angeles Convention Center Expansion,Tom Bradley Terminal at LAX and many other small to large municipal facility construction and renovations. Masoud worked at the Departments of Public Works and Building and Safety, where he was responsible for plan check activities for Public Works improvements in addition to residential and commercial buildings. He was responsible for reviewing and evaluating the work of professional and technical employees engaged in the preparation of designs, plans, specifications, estimates, environmental studies, budgeting, scheduling, and reports on major engineering projects. He supervised and directed engineering staff and activities in connection with design, construction, maintenance, inspection, and operation of a wide variety of engineering projects. As part of the Earthquake Recovery Division, he managed the recovery and renovation of buildings after the Northridge earthquake in the San Fernando Valley.

Infrastructure Engineers, a Bowman company I Building and Safety Staff Augmentation I September 5, 2023 18

Jay Shih, MS, PE, CASp, CBO
Certified Building Official and Plans Examiner
Education
M.S. Geotechnical Engineering
B.S. Civil Engineering, University of Sao
Paulo
Registrations/Certifications
Professional Engineer: California
(#46841)
Qualified SWPPP Practitioner &
Developer (#22265)
Certified Access Specialist (#683)
*Experience prior to joining the firm
Jay Shih is a veteran civil engineer with 34 years of experience. Jay has spent his career working for public agencies, providing highly skilled reviews and assistance to the public in development projects as well as designing grading plans, SWPPP, WQMP and subdivision maps, performing topographic, boundary and ALTA surveys, and preparing soil and compaction reports.

Experience
Various Cities I Adelanto, Huntington Park, Artesia, and Montebello, CA Plan Check Engineer. Checks grading, drainage, low impact development, erosion control, SWPPP, and WQMP plans. Reviews soil, compaction, hydrology, and SUSMP reports. Reviews public sewer, storm drain, water, and street improvement plans including curb ramps in conformance with PROWAG. Reviews tentative and final tract and parcel maps, road dedications, easements, lot line adjustments/lot mergers, and street vacations in compliance with the Subdivision Map Act. Provides input to Planning Department in the drafting of Conditional Use Permits.

Plan Check Engineer I City of Corona, CA
Plan Check Engineer. Checks ADA improvement plans for the City of Corona including 36 City parks grading plans, restrooms, handicap parking, playgrounds, and accessible routes. Reviews and inspects various City facilities for ADA compliance and make recommendations on required improvements. Provides inspection and certification for completed improvements, including final walk-through and punch list. Provides design consultation and plan review services, from design through construction documents.

Pro Design Engineers, Inc. I Los Angeles, CA*
President. Performed boundary, topographic, and ALTA land surveys; designed grading, drainage, low impact development, erosion control and WQMP plans; designed retaining walls associated with grading plans; prepared hydrology analyses and WQMP reports; inspected grading and compaction; prepared tentative and final tract maps for single family residential development and condominiums, parcel maps for lot split, and lot mergers.

Los Angeles Community Redevelopment Agency I City of Los Angeles, CA* Directed Engineering Department operations in revitalizing blighted communities within the city. Oversaw staff construction managers and inspectors in managing construction contracts. Checked tenant improvement, building rehabilitation, and public works improvement plans prepared by staff engineers and consultants prior to advertising and bidding construction projects.

Los Angeles Department of Public Works I City of Los Angeles, CA* Civil Engineer. Checked subdivision maps and metes and bounds legal descriptions.

Designed retaining walls and concrete bulkheads. Prepared public improvement plans including sidewalks, sewers and storm drains.

Infrastructure Engineers, a Bowman company I Building and Safety Staff Augmentation I September 5, 2023 19 !raj Mansouri, MSCE, PE
Building Official
Education
M.S. Civil Engineering with major
structural courses, University of
Southern California
B.S. Civil Engineering, Tehran
University
Registrations
Professional Civil Engineer:

California (#52786)
*Experience prior to joining the firm
Experience
Senior Plan Check Engineer, Sagecrest Planning & Environmental, Inc. I CA* Plan checked different group occupancies with different types of construction for compliance with the editions of the adopted codes CBC, CMC, CPC, CEC, CALGreen, and California Energy Code.

Working two days a week as City of Placentia as Building Official to present time for about a year. Project Manager, Traffic Signal Plans, California Street and Baseline Road, City of San Bernardino, CA.

Senior Plan Check Engineer, JAS Pacific Consulting Services I CA* Was assigned three (3) years to the Orange County Building Division, 2 years to Building Department of City ofYorba Linda and two (2) years to the Building Department of City of Rancho Cucamonga.

Quality control of plan checks of the major projects, which were performed by other plan checkers. Plan checked major complex projects of different group occupancies with different types of construction for compliance with the editions of the adopted codes CBC, CMC, CPC, CEC, CALGreen, and California Energy Code. • Answered the applicants' questions on phone and met with architects and engineers to clarify any questions that they had from plan check corrections list. • Met with architects, engineers, developers, contractors, and homeowners to discuss the code requirements applicable to their projects.
• Prepared handouts and plan check corrections list to be used by plan checkers and permit technicians.
• Helped inspectors in inspecting complicated projects and code enforcers to cross reference the violations to appropriate building code sections. • Assisted the building officials in making decision on applications for Alternate Materials and Method of Constructions and Unreasonable Hardships of Accessibilities.

Assisted the building officials in making decisions on applications for Alternate Materials and Method of Constructions and Unreasonable Hardships for required accessibilities.

Senior Plan Check Engineer & Acting Building Official, Building Division I City of Orange, CA*
• Plan checked different group occupancies with different types of construction for compliance with the editions of the adopted Codes CBC, CMC, CPC, CEC, and California Energy Code.
• Answered applicants' questions at counter and provided excellent customer service.

Infrastructure Engineers, a Bowman company I Building and Safety Staff Augmentation I September 5, 2023 20

!raj Mansouri, MSCE, PE
Building Official
• Met architects, engineers, developers, contractors, and homeowners to discuss the code requirements applicable to their projects.
• Acted as a liaison with different departments to be able to check most of the tenant improvements and additions at counter.

Prepared handouts and correction list to be used by plan checkers and permit technicians.

Trained the permit technicians to be able to use handouts and close minor projects at counter
Acted as building official in absence of the building officials. • Helped inspectors in inspecting complicated projects and code enforcers to cross reference the violations to appropriate building code sections. • Assisted the building officials in making decision on applications for Alternate Materials and Method of Constructions and Unreasonable Hardships for Accessibilities.

Worked as acting building official for three years since the City didn't have a building official.

Infrastructure Engineers, a Bowman company I Building and Safety Staff Augmentation I September 5, 2023 21

Jesus De Anda
Building Inspector
Education
B.A. Architecture, Woodbury University
A.S. Architecture, Riverside Community
College
A.S. Natural Sciences and Mathematics,
Riverside Community College
A.S. Humanities and Fine Arts,
Riverside Community College
Certifications
ICC Certified:

Residential Inspector
Residential Plans Examiner
Commercial Building Inspector
Commercial Building Plans Examiner
Residential Fire Sprinkler Inspector/
Plans Examiner
Bilingual
Spanish
*Experience prior to joining the firm
Experience
Jesus has four years as engineering and building examiner, three years as public works inspector and three years as architectural designer and drafting technician.

Civil Engineering Plans Examiner I CA
Checks grading, drainage, low impact development, erosion control, SWPPP, and WQMP plans. Reviews soil, compaction, hydrology, and SUSMP reports. Reviews public sewer, storm drain, water, and street improvement plans including curb ramps in conformance with PROWAG. Provides input to Planning Department in the drafting of Conditional Use Permits.

Building Plans Examiner I Cities of Huntington Park, Bell Gardens, Adelanto and Lynwood, CA
Check commercial and residential plans for the Cities of Huntington Park, Bell Gardens, Adelanto, and Lynwood in our City of Industry office. He checks multistory apartment, office and mix -use buildings, public accommodations, commercial facilities, and tenant improvements in compliance with California Building Standards Code including covered multifamily dwellings adaptability, accessibility, means of egress, mechanical, electrical, and plumbing installations. Jesus conducts inspection for the County of Orange on a part-time basis, he performs daily inspection, issues notice to correct on violations, maintains files and reports for inspection and plan check activities and findings, tracks plan check and permit status from plans submittal to permits issuance, logs inspection requests, prepares field files for daily building inspection, and prepares Certificates of Occupancy after final inspection sign -off.

Public Works Inspector I CA
Responsible for processing encroachment permits and conducting public works inspections. Responsible for investigating public works construction -related citizen complaints, reporting observed safety violations to City Risk Manager, and reviewing and verifying a variety of construction documents, such as plans and specifications, permits, and cost estimates. Responsible for ensuring that all the permits given to construction are in accordance with legal contracts and for maintaining the uniform traffic control devices. Monitored all public complaints regarding construction and resolved them efficiently. Inspected construction of sidewalks, curb ramps, street resurfacing, and installation of utilities. Inspected grading and compaction of subgrade, placement of subbase, base, and asphalt concrete surface mix, binder mix, base mix, and striping. Prepared daily log and inspection report entries issued notices to correct. Reviewed compaction report to ensure the compacted subgrade, subbase and base have the relative density specified in the construction documents. Reviewed fresh concrete test reports such as slump (ASTM C143), air content (ASTM C231), unit weight (ASTM C138), and temperature, data from these tests is helpful in assessing mix production and consistency in performance. Reviewed concrete cylinder test (ASTM C31) reports to verify compressive strength of concrete in 7 days and at 28 days.

Infrastructure Engineers, a Bowman company l Building and Safety Staff Augmentation ' September5, 2023 22 Fee Proposal
Infrastructure Engineers .
3060 Saturn Street, Suite 250 INFRASTRUCTURE
Brea, CA92821 City of Placentia, CA %ENGINEERS
a Bowman company
Fee Proposal Pursuant to Amendment No.1
Prepared by Infrastructure Engineers, a Bowman company
Project Rate Sheet
Building and Safety
Iraj Mansouri / Building Official
$115/Hr.

Building Inspector
$105/Hr. city will provide a vehicle for inspector to utilize) Environmental and Planning
Project Manager
$173/Hr.

Senior Planner
$153/Hr.

Associate Planner
$139/Hr.

Assistant Planner
$129/Hr.

Planning Technician
$98/Hr.

Environmental Specialist
$170/Hr.

Senior Environmental Planner
$165/Hr.

Environmental Planner II
$155/Hr.

Environmental Planner I
$144/Hr.

Infrastructure Engineers, a Bowman company I Building and Safety Staff Augmentation I September5, 2023 24 lielll INFRASTRUCTURE
<4. ENGINEERS
a Bowman company

CITY OF PLACENTIA

PROFESSIONAL SERVICES AGREEMENT
WITH

INFRASTRUCTURE ARCHITECTS
THIS AGREEMENT is made and entered into this 18TH day of October, 2022 ("Effective Date"), by and between the CITY OF PLACENTIA, a municipal corporation ("City"), and INFRASTRUCTURE ARCHITECTS,_a California corporation ("Consultant").

WITNESSETH:

A. WHEREAS, City proposes to utilize the services of Consultant as an independent contractor to provide on -call architectural and engineering services in addition to accessibility design services, as more fully described herein; and
B. WHEREAS, Consultant represents that it is "design professional" as that term is defined by California Civil Code Section 2782.8 and has that degree of specialized expertise contemplated within California Government Code Section 37103, and holds all necessary licenses to practice and perform the services herein contemplated, including credentials as a Certified Access Specialist under Subchapter 2.5 of Title 21 of the California Code of Regulations; 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, among other reasons, the City is hiring Consultant to perform accessibility design services at a number of sites within the City to comply with all applicable accessibility requirements. Accordingly, Consultant desires to perform these services and to bear all risk the City may bear resulting from accessibility designs that are not complaint; E. WHEREAS, no official or employee of City has a financial interest, within the provisions of Sections 1090-1092 of the California Government Code, in the subject matter of this Agreement.

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

1.0. SERVICES PROVIDED BY CONSULTANT

1.1. Scope of Services. Consultant shall provide the professional services described in the Consultant's Proposal ("Proposal"), attached hereto as Exhibit "A" and incorporated herein by this reference, including but not limited to, preparing all design documents free from defects.

1.2. Professional Practices. All professional services to be provided by Consultant pursuant to this Agreement shall be provided 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, and with credentials as a Certified Access Specialist under Subchapter

2.5 of Title 21 of the California Code of Regulations. 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. Consultant also warrants that it has ownership of all intellectual property being provided under this Agreement.

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

1.4. Warranty. Consultant 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 riot 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 2 INFRASTRUCTURE ARCHITECTS

contemplated by this Agreement.

1.7. Delecation and Assicnment. 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 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 Fifty Thousand Dollars ($ 150,000.00).

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

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

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

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

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

3.0. TIME OF PERFORMANCE

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

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

4.0. TERM AND TERMINATION

4.1. Term. This Agreement shall commence on the Effective Date and continue for a period of 36 months, ending on October 18, 2025, unless previously terminated as provided herein or as otherwise agreed to in writing by the parties. One (1) two-year extension is available on Consultant performance and at the discretion of the City. Approval of the term extension is contingent upon City Council review and approval at the conclusion of the initial three-year term.

4.2. Notice of Termination. The City reserves and has the right and privilege of canceling, susf;endina or a.bnndoning the execution oF all or any ban of the work. contemplated
IpldleU
by this Agreement, with or without cause, at any lime, by providing at least fifteen (1 5) clays 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; 4 INFRASTRJCTURE ARCHITECTS

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 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.
5 INFRASTRUCTURE ARCHITECTS

(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 Public Works Director/City Engineer the following signed certification:

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

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

The City, its officers and employees shall not be responsible for any claims in law or equity occasioned by failure of the consultant to comply •iNith this section.
(d) Professional errors and omissions ("1=&O") liability insurance with policy limits of not less than One Million Dollars ($1,000.000.00), combined single limits, per occurrence and aggregate. Architects' and engineers' coverage shall be endorsed to include contractual liability. If the policy is written as a "claims made" policy, the retro date shall be prior to the start of the contract work. Consultant shall obtain and maintain, said E&O liability insurance during the life of this Agreement and for three years after completion of the work hereunder.

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

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

5.2. Endorsements. The commercial general liability insurance policy and business automobile liability policy shall contain or be endorsed to contain the following provisions as worded below:
(a) Additional insureds: "The City of Placentia and its elected and appointed boards, officers, officials, agents, employees, and volunteers are addition- al insureds with respect to: liability arising out of activities performed by or on behalf of the Consultant pursuant to its contract with the City; products and completed operations of the Consultant; premises owned, occupied or used by the Consultant; automobiles owned, leased, hired, or 6 INrRASTRUCTURE ARCHITECTS

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 "B" and incorporated herein by this reference.

5.5. Non-limitinc. 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, 7 INFRASTRUCTURE ARCHITECTS

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. Pro ect Manacers. 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) 77 hours after deposit in the U.S. Mail a reflected by the officio! I 1 S t by u postmark ain 11 such
l
communication is sent through regular United States mail.

IF TO CONSULTANT: IF TO CITY
Infrastructure Architects
3111 N Tustin Ave, Suite 270
Orange, CA 92865
Tel: 714-940-0100
Attn: Ray Abassi
President
City of Placentia
401 E. Chapman
Placentia, CA 92870
Tel: 714-993-8132
Attn: Masoud Sepahi
City Engineer

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

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

6.7. Assignment. Consultant shall not voluntarily or by operation of law assign, 8 INFRASTRUCTURE ARCHITECTS

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

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 Consultants 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.
9 INFRASTRUCTURE ARCHITECTS

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 lane:: or .ny other Pi c'cct i. iafed ;terns .'-- � � J...,� s ��aicv iici iiS as I CliUCSLCU by City or its authorized representative, at no additional cost to the City. Consultant or Consultant's agents snail 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.
10 INFRASTRUCTURE ARCHITECTS

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. Furthermore, Consultant will comply with the following:
(a) Unauthorized Aliens. Consultant hereby represents and warrants that it will comply with all of the provisions of the Federal Immigration and Nationality Act, 8 U.S.C.A. §§ 1101, et seq., as amended, and in connection therewith, shall not employ unauthorized aliens as defined therein. Should Consultant so employ such unauthorized aliens for the performance of any work and/or services under this Agreement, and should any liability or sanctions be imposed against City for such use of unauthorized aliens, Consultant hereby agrees to reimburse City for any and all liabilities, actions, suits, claims, demands, losses, costs, judgments, arbitration awards, settlements, damages, demands, orders, or penalties which arise out of or are related to such employment, together with any and all costs, including attorneys' fees, incurred by City. (b) E -Verify. If Consultant is not already enrolled in the U.S. Department of Homeland Security's E -Verify program, Consultant shall enroll in the E - Verify program within fifteen (15) days of the effective date of this Agreement to verify the employment authorization of employees assigned to perform work hereunder. Consultant shall verify employment authorization within three (3) days of hiring a new employee to perform work under this Agreement. Information pertaining to the E -Verify program can be found at htt7:// www.uscis.gov , or access the registration page at https://e-verify.uscis.cov/enroll Consultant shall certify its registration with E -Verify and provide City its registration number within sixteen days of the effective date of this Agreement. Failure to provide certification will result in withholding payment until full compliance is demonstrated.

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

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

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

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

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

6.23. Waiver. The delay or failure of either party at any time to require performance or compliance by the other of any of its obligations or agreements shall in no way be deemed a waiver of those rights to require such performance or compliance. No waiver of any provision of this Agreement shall be effective unless in writing and signed by a duly authorized representative of the party against whore 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 Of remedy in respect to any other occurrence or even .
""'
Q �y bJaivBi �uri�iiiuie 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. 12 INFRASTRUCTURE ARCHITECT IS

CITY OF PLACENTIA,
A municipal corporation
Date.

Damien R. Arrula, City Administrator
ATTEST:

City Clerk and ex -officio Clerk
of the City of Placentia

CONSULTANT
Ta.L1 1 L1 SSi
Signature
Ray Abassi, President
Name and Title
82-2434824
Social Security or Taxpayer ID Number
APPROVED AS TO FORM:

Christian L. Bettenhausen, City Attorney
APPROVED AS TO INSURANCE:
1 41/t-%:�1
Rds nna Ramirez, Risk Ma 'agement
()
i,
APPROVED AS TO CONTENT:
.l' /
Masoud`Sepaii, City Engineer

DEPARTMENTAL APPROVAL
13 Date:

Date:

I
9/28/2022
Date: -ZUZ7
Date: l °72--0/12—Z—
/

INFRASTRUCTURE ARCHITECTS

Luis Estevez, Deputy C y Administrator
14 Date: 64-0/4Z--

INFRASTRUCTURE ARCHITECTS

DocuSign
Certificate Of Completion
Envelope Id: B378F37EA4FF436A90D62BC42A05DBD9
Subject: City of Placentia Signature Request: PSA - Architecture, Engineering - Infrastructure Architects.pdr Source Envelope:

Document Pages: 16 Signatures: 1
Certificate Pages: 4 Initials: 0
AutoNav: Enabled
EnvelopeId Stamping: Disabled
Time Zone: (UTC-08:00) Pacific Time (US & Canada)
Record Tracking
Status: Original
9/28/2022 2:35:04 PM
Security Appliance Status: Connected
Storage Appliance Status: Connected
Signer Events
Ray Abassi
[email protected]
Security Level: Email, Account Authentication
(None)
Electronic Record and Signature Disclosure:

Accepted: 9/28/2022 3:13:11 PM
ID: ac394a95-data-4b5r-8488-d909162f4880
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Electronic Record and Signature Disclosure
Holder: James Chavez
[email protected]
Pool: StateLocal
Pool: Carahsoft O8O City of Placentia
Signature
il'�+aSSi
Signature Adoption: Pre -selected Style
Using IP Address: 162.231.80.123
Signature
Status
Status
Status
Status
Status
Signature
Signature
Status
Hashed/Encrypted
Security Checked
Security Checked
Security Checked
Status
Status Completed
Envelope Originator:

James Chavez
401 E. Chapman Avenue
Placentia, CA 92870
[email protected]
IP Address: 12.163.132.66
Location: DocuSign
Location: DocuSign
Timestamp
Sent: 9/28/2022 2:40:32 PM
Viewed: 9/28/2022 3:13:11 PM
Signed: 9/28/2022 3:14:24 PM
Timestamp
Timestamp
Timestamp
Timestamp
Timestamp
Timestamp
Timestamp
Timestamp
Timestamps
9/28/2022 2:40:32 PM
9/28/2022 3:13:11 PM
9/28/2022 3:14:24 PM
9/28/2022 3:14:24 PM
Timestamps

Electronic Record and Signature Disclosure created on: 9/26/2016 1:17:11 PM Parties agreed to: Ray Abassi

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EXHIBIT A

CONSULTANT'S PROPOSAL AND SCOPE OF WORK
15 INFRASTRUCTURE ARCHITECTS

Qualifications for On -Call Architectural & Engineering Design Services City of Placentia — June 23, 2022
A. Letter of Transmittal
June 23, 2022
Masoud Sepahi
City Engineer
City of Placentia
401 East Chapman Avenue
Placentia, CA 92870
Subject: Qualifications for On -Call Architectural & Engineering Design Services Infrastructure Architects (iArch) was founded in California in 2008 as an S Corporaton. iArch is excited to submit our professional architectural and engineering design services proposal in response to the Architectural & Engineering Design Services Request for Qualifications (RFQ) released by the City of Placentia ("City"). iArch has had the distinct pleasure of providing a full range of architectural services to many local municipalities and educational institutions in the Southern California region.

Our proposed architectural team is comprised of talented individuals who have over 150 years of cumulative architectural and engineering design expertise. This experience includes designing a wide variety of public and private development facilities. In addition, we have teamed with exceptional subconsuftants who bring decades of experience as well. iArch will utilize two subconsuftants for the City's architectural service needs. Get Structural Engineering and Consulting will assist with structural engineering. Get Structural is located in Brea, California and can be contacted via phone at (714) 332-2741. Robert Foster from FDG Consulting Engineers, Inc. will assist with mechanical, electrical, and plumbing engineering. FDG is located in Tustin, California. Mr. Foster can be contacted via phone at (949) 253-9630 or via email at [email protected].
iArch and our subconsuftants understand that the City is asking for professional architectural and engineering design services.

I have read, understand, and agree to all statements in this RFP. I agree to all addenda issued. I agree to the terms, conditions, and attachments referenced. After reviewing our qualifications, if you should have any questions, please contact me as Principal -in -Charge, Ray Abassi, at (714) 940-0100, ext. 5050, or by email at [email protected].

Sincerely,
6-4a
Ray Abassi, MSCE, PE, TE, QSD/QSP
President
•

4 B. Table of Contents
Qualifications for on -Call Architectural & Engineering Design Services City of Placentia —June 23, 2022
A. Letter of Transmittal
B. Table of Contents ii
C. Summary Sheet 1
D. Allocation of Resources 12
E. Understanding of Scope of Work 13
F. References 17
G. Certification of Proposals 24

Qualifications for On -Call Architectural & Engineering Design Services City of Placentia —June 23, 2022
C. Summary Sheet

1. Appendix B
Infrastructure Architects' "Appendix B: Summary Sheet" appears on the following page. 1iPage

APPENDIX B

SUMMARY SHEET
Firm Name: Infrastructure Architects
Firm Parent or Ownership: Ray Abassi
Firm Address: 3111 N. Tustin Ave. Suite 270, Orange, CA 92865 Firm Telephone Number: (714) 940-0100
Firm Fax Number: (714) 940-0700
Number of years in existence: 14
Management Contact (person responsible for direct contact with the City of Placentia and services required for this Request for Proposal):

Name: Ray Abassi Title: President
Telephone Number: (714) 940-0100
Fax: (714) 940-0700
Email: [email protected]
Project Manager (Person responsible for day-to-day servicing of the account):

Name: Mark Dwyer
Title: Senior Architect
Telephone Number: (714) 940-0100 Fax: (714) 940-0700
Email:

Types of services provided by the firm:

Architecture
8-29

Qualifications for On -Call Architectural & Engineering Design Services City of Placentia —June 23, 2022

2. Name, Title, Experience, and Qualifications of Personnel Matthew Salek — Senior Job Captain
Education:
• BA, Architecture, AKU
University, Iran.

Years of Experience: 4
documents,
Relevant Experience
Matthew is responsible for various tasks in the development on construction documents. Mathew has over four (4) years of experience and obtained his BA of Architecture from he AKU University in Iran. Matthew is involved in dealing with client's needs, coordination of the project and consultants. He initiates project research for the development of construction
Senior Job Captain, Infrastructure Architects, Orange, CA.

Development in multi -use projects at Magnolia Crossings in Riverside, CA. Development of building design and site planning. Coordination of construction documents for UCI residential housing units. Coordination of City of Bell Gardens ABC Fields Park project.

Architectural Staff Designer, Westbeag let 'White Architects and Planners, City of Tustin, CA.

RUSD and LAUSD school development projects. Coordination of projects with Office of the State Architect in Los Angeles.

Drafter, Sone3c Inc., City of Costa Mesa, C.

Residential project design and coordination of construction documents for various remodels.

Education:

Qualifications for On -Call Architectural & Engineering Design Services City of Placentia —June 23, 2022

3. Resumes of Management Contact and Project Manager
Raymond Abassi — Principal -in -Charge
• MS, Transportation,
California State
University, Long Beach
• BS, Civil Engineering,
University of South
Flo►ida, Tampa, FL
Registrations/Certifications:
• Registered Civil
Engineer,
• CA, No. 48091
• Registered Traffic.

Engineer, CA, No. 1759
• Registered Civil
Enginet,?r, FL, Na. 41797
• Qualified SWPPP
Developer. O.SP/D Ca,
No. 41797
Years of Experience: 40
Relevant Experience
Ray Abassi has more than 30 years of professional experience in both civil and traffic engineering design, as well as project management. He has professional certifications in the field, including professional engineer, traffic engineer as well as storm water management. Ray's experience covers all aspects of traffic engineering, including signal design and operation.

Ray has worked on hundreds of street improvement designs involving investigations, studies, design plans and
specifications, construction documents, and quality assurance as well as taking projects through the bid process and
construction management. He has provided construction
oversight associated with infrastructure improvements, such as pavement, drainage, utilities, and onsite water and
wastewater systems. Further traffic experience includes traffic operations and associated design elements including impact studies, traffic circulation, feasibility studies, transportation planning and preparation of the PS&E for traffic safety improvements. In addition, Ray has provided contract City Engineer and City Traffic Engineer services to various cities in Southern California,
Contract City Traffic Engineer, City of Calexico, CA.

Ray was responsible for providing oversight of the widening of Second Street from a two-lane to a six -lane facility. The project's design and construction for Phase 1 were completed on schedule and within the budget with minimal change orders.

Contract City Traffic Engineer, City of Yorba Linda, CA.

Ray was instrumental in reorganizing the traffic department to clear a huge backlog of work, citizens' complaints, and CIP projects. In addition, Ray presented the various traffic items to the Traffic Commission and followed up with projects through implementation and reported back to the City Engineer.

Contract City Traffic Engineer, City of Hermosa Beach, CA.

Ray provided the traffic engineering expertise to help the City implement many safety improvements, including intersection traffic signal modifications and traffic signal timing. He conducted studies involving neighborhood traffic calming, stop sign warrant analysis, speeding, and cut -through traffic. Ray attended Public Works Commission meetings, providing needed expertise to help the commissioners decide on traffic -related issues.
•
i!

71'
Qualifications for On -Call Architectural & Engineering, Design Services City of Placentia —June 23, 2022
Contract City Traffic Engineer, City of La Puente, CA.

Ray provided traffic engineering expertise to help the City implement many safety improvements, including intersection traffic signal modifications and traffic signal timing. He conducted studies involving neighborhood traffic calming, stop sign warrant analysis, speeding, and cut -through traffic. Ray attended City Council meetings to provide needed expertise to help Council members and Commissioners decide on traffic -related issues.

Contract City Traffic Engineer, City of Montebello, CA.

Ray provided traffic engineering expertise to help the City implement many safety improvements, including intersection traffic signal modifications and traffic signal timing. He conducted studies involving neighborhood traffic calming, stop sign warrant analysis, speeding, and cut -through traffic. He would attend the Traffic Safety Commission and the City Council meetings providing needed expertise to help the Council members and Commissioners decide on traffic -related issues.

Contract City Engineer/City Traffic Engineer, City of Maywood, CA.

Ray provided city engineering and city traffic engineering expertise to help the City of Maywood implement CIP projects. Several significant projects were completed while Ray was the City Engineer.

Those projects included American Recovery and Reinvestment Act street improvements, Los Angeles County truck -impacted intersections, County Traffic Signal Synchronization Program projects, and design and construction of the Maywood Aquatic Center and the Maywood Riverfront Park. Ray also implemented many safety improvements, including intersection traffic signal modifications and traffic signal timing. He conducted studies involving neighborhood traffic calming, stop sign warrant analysis, and speeding and cut -through traffic. He would attend City Council meetings to provide needed expertise to help the Council members decide on engineering issues.

Contract City Engineer/City Traffic Engineer, City of Beet Gardens, CA.

Ray provided city engineering and city traffic engineering expertise to help the City implement CIP projects. There were several significant projects cornpleted in the City while Ray was the City Engineer.

Ray also implemented many safety improvements, including intersection traffic signal modifications and traffic signal timing. He conducted studies involving neighborhood traffic calming, stop sign warrant analysis, speeding, and cut -through traffic. Ray attended City Council meetings to provide needed expertise to help the Council members decide on engineering issues.

Manager, Various Projects, Engineering Services, City of La Puente, CA.

Ray was a manager supporting City engineering efforts on a multitude of work, including final design PS&E, studies, and plan -check reviews, Design projects included the city hall basement renovation, the city hall freight elevator renovation, traffic signal synchronization of Temple Avenue, street pavement reconstruction and rehabilitation for Temple Avenue (two segments), Nelson Avenue, Francisquito Avenue, Hacienda Boulevard, and Amar Street, and a Project Study Report Equivalent for widening of the Valley Boulevard Bridge. Plan -check services included review, comment, and approval of developer - submitted tract and parcel maps, site grading, drainage, and utility connections.

Project Manager, Various Street Rehabilitation Projects, City of La Puente, CA.

Was responsible for final PS&E documents and construction support for several street rehabilitation projects. Specific work included geotechnical evaluations, detailed field observations, field surveys, 1 Qualifications for On -Call Architectural & Lngineerint= Design Services City of Placentia —June 23, 2022
topographic mapping, and final PS&Es for pavement rehabilitation, concrete repairs to curbs, gutters, and sidewalks, bus pads, utility adjustments, restriping, and other related improvements. • Temple Avenue (STPL/Prop C), Orange to Sunset. Approximately 2,000 feet of four -lane arterial.

Selective pavement replacement overlay and concrete improvements. • Amar Road (Prop C), Hacienda to Easterly. Approximately 2,600 feet of four -lane arterial with raised medians. Complete pavement replacement.
• Hacienda Boulevard (STPL), Amar to Maple Grove. Approximately 3,050 feet of four -lane major arterial with raised medians. Selective pavement replacement overlay and concrete improvements.

Manager, Various Projects, Engineering Services, City of Montebello, CA.

Managed supporting City engineering efforts on a variety of work including final design PS&E for street improvements and pavement rehabilitation. Projects included:
• Prop C Street Rehabilitation. Several arterial streets were rehabilitated by various methods based on geotechnical recommendations and available budget. These included areas of slurry seal, milling and overlay, and selective areas of reconstruction. • Wilcox Street Widening. Widened both sides of the existing street from Beverly Boulevard to Lincoln Avenue (approximately 1,700 feet) to accommodate an additional lane in each direction.

This project required the existing parkway to be removed, right-of-way acquisition, numerous utility relocations (on public and private properties), and existing pavement rehabilitation. • Traffic Signal Modifications along Wilcox Street (Beverly Boulevard, Lincoln Avenue, and Westmoreland Street). Three separate signal modifications included relocating existing equipment and upgrading standards and functionality (adding protected left -turns; improving lane storage and designation; and improving phasing).

Project Manager, On -Call Traffic Engineering Services, City of Anaheim, CA.

Ray was responsible for on -call traffic engineering services pertaining to traffic signals in the City of Anaheim. Responsibilities included traffic studies and analyses and the design of signal upgrading and ITS projects.

Project Manager, Baldwin Avenue Reconstruction and California Avenue Reconstruction, City of Baldwin Park, CA.

Ray was the Project Manager responsible for final design PS&E for the reconstruction and widening of two roadways within a residential area. Each was approximately 1,300 feet in length. In addition to plans, specifications, and engineer's construction cost estimate, both projects were located within assessment districts and required the generation of an assessment report and map to apportion assessment fees to owners based upon benefited frontage. Sufficient detail was required within the design to properly identify and assess the numerous modifications required on private property. Close coordination was required with City staff and affected utility companies. 6'Page
1 Qualifications for On -Call Architectural & Engineering Design Services City of Placentia —June 23, 2022
Mark Dwyer, NCARB — Senior Architect/Senior Project Manager Education:
• BS, Architecture,
California State
Polytechnic University,
Pomona, CA,
Registrations/Certifications:
• California Architects
License C 23283
• National Council of
Architectural
Registration Boards
Years of Experience: 40+
As Senior Project Architect for iArch, Mark is responsible for project design, design development, construction document preparation and coordination, and construction
administration. Mark is the in-house code expert for all aspects of iArch projects regardless of occupancy, and has developed internal courses, checklists, and drawing templates for code analysis. As a certified instructor through the California Architects Board, Mark has also written and taught courses for Accessibility Continuing Education Requirements for license renewal for California State Architecture licensu re.

Relevant Experience
Senior Project Manager, Infrastructure Architects,
Orange, CA.

As the Senior Project Manager at iArch, Mark brings over forty years of experience and knowledge to the company. Mark conducts weekly project meetings with iArch team members and managers and leads projects for our client cities. Mark has worked on various types of projects and shares his extensive knowledge with our team.

Project Manager, LPA Inc., City of ]rata_, ACA.

Projects: Murrieta Healthcare Resort. Skilled Nursing Facility, 63,500 square feet, two story building ($26 million project), Various healthcare projects — construction administration.

Project Manager, Ware Malcomb, City of Ei Monte, CA.

Projects: Longo Lexus/Toyota Campus remodel — Six buildings, 50,000 square feet, ground -up and tenant improvement construction including the new service pavilion building, site upgrades, landscaping, and multiple existing building renovations ($20 million project), Huntington Beach medical office building -- shell only, Hyland's Pharmaceutical manufacturing plant — building retrofit, Porsche Experience driving school facility — construction administration.

Project Manager, Northwest Tower and Central Plant, St. Jude Medical Center. City of Fullerton, CA.

St. Joseph Health System Fullerton, California. 250,000 square feet, four story tower. $300 million construction cost. The tower holds 120 -beds, private and semi -private, across four nursing units; 14 operating rooms, including robotic surgical suites; a pre-op/post-op anesthesia care unit; dining; pharmacy, including robotics; sterile processing; physician and staff lounges; and patient and staff healing gardens. Central Utility Plant. 14,000 square feet.
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Qualifications for On -Call Architectural & Engineering Design Services City of Placentia —June 23, 2022
Project Manager, Anderson Medical Pavilion, City of La Jolla, CA.

Scripps Health La Jolla, California, 175,000 square feet, seven story tower. $250 million construction cost.

New construction, outpatient, design -build. The clinic features office and administration space, diagnostic facilities, and roughly 15 medical procedure departments.

Project/Account Manager, J. Alexander's Steak House, Nashville, TN.

Account Manager on 8,000 sq. ft. restaurants for a restaurant chain out of Nashville, Tennessee known as J. Alexander's (Volunteer Capital Corp.). In charge of entire account -client contact, all consultant coordination, scheduling, and construction administration. 8'Page

Education:

Qualifications for On -Call Architectural & Engineering Design Services City of Placentia —June 23, 2022
Alex Serafin — Project Manager
• BA, Art, California State
Fullerton, Fullerton, CA.

Registrations/Certifications:
• Revit 2021 Certificate
Years of Experience: 30
station design.

Relevant Experience
Alex has over 30 years of architectural experience acting on behalf of owners and organizations managing new and
remodel projects from project conception to agency review, construction documentation preparation and construction completion. This expertise was developed while working on project types such as residential, commercial, hospitality, liturgical design, retail, health care facilities, institutional projects (K-12 and higher education). Site planning, and fuel Project Lead, Infrastructure Architects, Orange, CA.

Manages project schedules and staff. Oversees project budgets and project schedules. Leads teams on conceptual designs, design development and interior design.

Associate/Project Manager, Greenberg Farrow Architects, Irvine, CA.

Worked on various commercial projects such Panda Express, Honey 8irdette, Home Depot, and a broad range of tenant improvements. Developed construction documents for permitting.

Project'Manager, Daniel D. 'White Architects, Covina, CA.

Project Manager for the institutional branch (church design) from Armando Ruiz and Associates.

Developed construction documents for permitting.

Project Manager, Ail ConsWtants, La Jolla, CA.

Institutional (USC campus). Developed construction documents for permitting.

Project Coordinator, KSP Studio, Lake Forest, CA.

Retail projects (Home Depot). Developed construction documents for permitting.

Project Coordinator, Lundstrom & Associates, Irvine, CA.

Project Coordinator/Institutional (USC campus). Developed construction documents for permitting.

Project Manager, Steven Langford Architects, Inc., Irvine, CA.

Project Manager/Project Coordinator for hospitality projects. Developed construction documents for permitting.

Project Manager, Ruhnau Clarke Architects, Riverside, CA.

Project Coordinator/Institutional (USC campus). Developed construction documents for permitting.

Project Manager, Armando Ruiz and Associates, Diamond Bar, CA.

Project Manager and Designer for Commercial, residential, and institutional (church design). Developed construction documents for permitting.
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Qualifications for On -Call Architectural & Engineering Design Services City of Placentia —June 23, 2022
Project Manager, Greenberg Farrow Architects, Irvine, CA.

Project Coordinator/Project Manager for retail (Home Depot projects). Developed construction documents for permitting.

Project Manager, Henry Woo Architects Inc., Costa Mesa, CA.

Project Manager/Project Coordinator for commercial, governmental, and institutional projects.

Developed construction documents for permitting.

4. Organization Chart
Qualifications for On -Call Architectural & Engineering Design Services City of Placentia —June 23, 2022
Raymond Abassi, TE, PE, QSD/QSP, MSCE
Principle -in -Charge
1 Mark Dwyer, NCARB
Srinior Architect/Senior Project
Man;;tiger
Get Structural
Engineering and
Consulting
Subconsultant
Structural Engineer
Alex Serafin
Project Manager
Matthew Salek
Senior Job Captain
FDG Consulting
Engineers, Inc.

Subconsultant
Mech.i, cal,
Electrical, Plumbing
V
Robert Foster

Qualifications for on -Call Architectural & Engineerins, Design Services City of Placentia — June 23, 2022
D. Allocation of Resources
iArch maintains the capabilities to provide a full range of services, from feasibility studies through construction management. The following list provides architectural and engineering design projects for various types of facilities for several cities in the Southern California area. • Design and construction management for the handball court at Riverfront Park, City of Maywood • Schematic design layouts for the lobby and canopy renovation at Rosa Parks Transit Center, City of Lynwood
• Design, construction management and inspection for police department facilities renovation, City of Bell Gardens
• Design, construction management and inspection for City HaII Council Chambers lighting upgrades, City of BeII Gardens
• Design, construction management and inspection for various building roof replacements, City of Bell Gardens
• Design and construction management for HVAC replacement for the Police Department, City of Montebello
• Design of replacement of existing air handler at City Hall West and boiler replacement at the Aquatic Center, City of El Monte
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Qualifications for On -Call Architectural & Engineering Design Services City of Placentia —June 23, 2022
E. Understanding of Scope of Work
We believe that the fundamental framework for successful delivery of program and project management remains the same; nonetheless, the approach to different projects needs to be dynamic and innovative enough to address the unique characteristic of each project. As such, we do not believe in prescribing generic solutions and products. Our approach to managing projects begins with gaining a thorough understanding of the City's needs, not by making assumptions but through careful study and evaluation of pertinent documents and, more importantly, by carefully listening to the ideas and needs of all stakeholders. Only then do our team members start to devise tailor-made strategies and procedures.

As project task orders are issued, we will begin the design process by following the steps provided in the next section.

Architectural and Associated Engineering Services
The process provided here is an example that was taken from a public works building renovation and associated equipment yard project that our team worked on.

A. Kick-off Meeting
Once team assignments have been made, a kick-off meeting will be held to identify key components to be included in the design. As a part of this process, the project will be reviewed to ensure that all project elements meet the requirements of the funding source. In addition, all current design standards impacting the project, including federal Americans with Disabilities Act (ADA) requirements, will be identified to be included in the project.
iArch team members are accustomed to thinking outside
the box to identify the challenges of the project and
r �r t develop and implement innovative design strategies to create cost efficiencies. All of iArch's projects are
designed to ensure that the impacts to the community
ta66‘...1 1
5r are minimized.

B. Existing Records Review
All available records, including existing improvement
plans, as -built drawings, utility plans, reports
(geotechnical, pavement investigation, EIR, and
hydrology), studies, and other pertinent information within the project limits will be obtained from the City's Records Department and other available sources. The iArch design team will review these records and incorporate them, as appropriate, to prepare its preliminary findings and tentative recommendations.

To obtain immediate response from the utility companies, iArch pays directly for the services as soon as the scope of the work is approved by the City.

I
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Qualifications for On -Call Architectural & Engineering Design Services City of Placentia —June 23, 2022
C. Environmental (if required)
iArch's environmental team will review and assess the proposed project by use of the California Environmental Quality Act (CEQA), National Environmental Protection Act (NEPA), and City
environmental guidelines to identify any specific items of environmental concern. The iArch environmental team will discuss the environmental assessment with City project staff and City personnel responsible for environmental matters and policies.

Based on the City's review and determination, the appropriate document will be drafted and submitted at the 30% -level of submittal. Should the City -required document be at the level of an Environmental Impact Report, iArch's environmental team will prepare the necessary document for circulation and will have it certified and adopted by the City.

D. Engineering Surveying (if required)
When appropriate, in preparation for engineering design, surveying will facilitate preparation of design documents. The general approach of survey work would follow the steps as outlined:

Surveying and planimetrics of site features, such as curb and gutter, sidewalks, drive approaches, curb ramps, surface utilities (boxes, vaults, manholes, post, poles, fire hydrant, catch basin, valves), traffic striping, signage, traffic loops, trees, landscaping, street-scaping, surveying monuments, etc.

Cross -sections at 50 -foot plus/minus intervals and additional asphalt grid shots, as required.

Prepare a topographic survey of existing features including right-of-way lines, 1 -foot contours, and all data collected during the field survey.

Locate, survey, record, and re-establish all surveying monuments.

To expedite the project, engineering surveying will begin as soon as possible and in conjunction with utility notification, geotechnical exploration, and any needed right-of-way acquisition. Depending on the size and type of projects, iArch can also use aerial mapping as a part of the land surveying.

E. Utility Research, Notification, and Coordination (if required) All utilities will be delineated on the plans within the sphere of the project. iArch staff will initiate the three -step notification process below early in the design process and will identify early on any conflicts to meeting the City's intended schedule. iArch is aware of typical concerns about any and all possible conflicts impacting project schedules; our team will dedicate itself to making sure there will be no such delays.

First Notice - Utility Information Request. Ask utility companies for location, size, etc., of their facilities within the project limits. This notice is forwarded concurrently with commencement of design.

Second Notice - Prepare to Relocate Notice/Final Utility Notice Form.

In the event utilities exist within a
proposed project site, iArch will transmit notice and preliminary plans to the affected utility agencies to confirm that their facilities have been shown correctly on the plan. If relocations or adjustments are needed, we will determine the magnitude of the relocation, schedules, and further coordination requirements.

Qualifications for on -Call Architectural & Engineering Design Services City of Placentia — June 23, 7022
Third Notice - Notice to Relocate. Prior to project bidding, the project manager will consult with the City about prior rights of any utility company's structure, should there be a need for its relocation. If the City has to pay for relocation or modification of equipment, the item would be communicated to the utility company and a detailed relocation or modification plan will be included in the bid schedule. However, if the utility company will pay for relocation, iArch will transmit the notice and approved project plans to the affected utility agencies, requesting immediate relocation. iArch will provide the utility company name, construction field representative name, and phone number for inclusion on the plans and in the specifications.

In order to expedite the project, the utility notification will begin as soon as possible, concurrently with surveying and right-of-way acquisition.

F. Field Review/Investigation
Our approach to a professional design starts with a full understanding of field conditions. We bring the entire team involved in the project to the site for a field visit and perform a comprehensive field investigation to document and verify existing conditions, This effort will also entail review of drainage characteristics, surface utility features, and other visual constraints within the project area. At the conclusion of this task a comprehensive concept plan report will be compiled, including documented findings and photographs. The intent of this report is to obtain the City's concurrence with proposed improvements before proceeding with the design. Any needed geotechnical investigation will begin during this phase. We will engage a geotechnical engineering suhconsultant to work with iArch and City staff to conduct any needed geotechnical investigation and site exploration. Soil and asphalt conditions will be tested and preliminary results will be provided within one business day after drilling and the final repori within two weeks after drilling.

G. Conceptrial/Schcmotrc Design Phase
iArch will meet wil.h City staff to receive their input on the specifics of the conceptual design. We will then develop a schematic design. The schematic design documents will
incorporate the information gathered through existing
' information and site measurements and will represent the I scale and relationship of the project components. These documents will be used to determine areas, area relationships, volume, or other units necessary to calculate the project requirements. At a minimum, this will include the following:

1. iArch will prepare, for approval by the City of Placentia, schematic floor plans and other documents that generally illustrate the scale and relationship of project components, indicate plan arrangements, the general scope and character of the project for the new design.

2. In addition, this document will include the following based on the type and scope of project:

I
• ADA design
• Geotechnical Engineering
• Land Survey
• Life Safety/Code Consulting
• Audio Visual
A

Qualifications far On -Call Architectural & Engineering Design Services City of Placentia —June 23, 2022
• Physical and Electronic Security Design
• Parking Structure Design
• Code Analysis
• Sustainable Site and Building LEED Design Goals
• Commissioning
• All Related Documentation
H. Design Development Phase
Upon the City's approval of the schematic design, iArch will update schematic design documents, including estimated project construction costs, and prepare design development documents consisting of drawing and other necessary documents that describe the size and character of the interior design, the appropriate engineering for the project and all other systems and components that are appropriate for the building.

Detailed architectural drawings, including floor plans, roof plans, elevations, sections, and schedules (windows, finish, etc.) will be provided at 65% and 90% completion phases. iArch will provide recommendations for furniture, fixture, equipment, and layout.

The design development documents will include:

1. Preparation and further development of drawings and details of significant aspects of the design

2. Outline specifications, including an index and technical sections

3. iArch will conduct a meeting with the City team to review all documents. Meeting with City Council is anticipated during this phase.

I. Construction Documentation Phase
Upon approval of the design development documents by the City, the architect will update all the design development documents and prepare construction documents. These documents will include plans and specifications that in detail set forth the requirements for construction. The construction documents will include drawings, as follows:

1. iArch will provide all drawings and specifications, including but not limited to civil, landscape, architectural, structural, plumbing, HVAC, electrical, an index and construction documents

2. Structural, mechanical, and electrical calculations and energy analysis will be provided

3. Drawings to be sealed by iArch or its contracted engineers

4. iArch will provide general coordination with documents prepared by its engineers or consultants.

Review of such documents prepared by others is only for conformance to iArch contract documents.

5. iArch will lead the City team in submitting construction documents for all permit applications and in obtaining permits.

J. Bidding Phase
With the City's input, iArch will prepare a complete set of bidding documents for public bid. iArch will be responsible for preparing any clarifications or addendums during the bidding process. The City will arrange for distribution of the construction documents to the general contractors during bidding process. The bidding phase will include the following steps:

1. iArch will assist the City in the review and evaluation of the bids, if required.

2. iArch will attend pre -bid conference and site visits with potential bidders, as requested. 16 Page

Qualifications for On -Call Architectural & Engineering, Design Services City of Placentia —June 23, 2022
F. References

1. City of Bell Gardens Restroom Building at ABC Fields Scope: Architectural design services to provide location of new restroom building.

Timeline: July 2020 —June 2022

2. City of Bell Gardens Site Improvements and Water Pump Building at Well #1 Scope: Architectural design services to provide new water pump building and water tank.

Timeline: July 2019 — Ongoing
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Qualifications for On -Call Architectural & Engineering Design Services City of Placentia — June 23, 2022

3. City of Bell Gardens Aquatic Center
Scope: Architectural and landscape design, civil, structural and MEP engineering services for Ford Park Aquatic Center project located in Bell Gardens, CA. Site development and ground -up design for a new aquatics center including pool and associated support buildings. Other site improvements will include landscaping, pedestrian hardscape, utility upgrades, and accessibility improvements to the path of travel and parking lot.

Timeline: December 2019 — February 2020
•
it-! rat
fir:.. _ ` �► -
Lai
Contact:

Grissel Chavez, Director of Public Works
City of Bell Gardens
7100 S. Garfield Avenue
Bell Gardens, CA 90201
'Phone: (562) 806-7770
Email: [email protected]
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Qualifications for On -Call Architectural & Engineter'int; Design Services City of Placentia —June 23, 2022
City of Baldwin Park

1. Baldwin Park City Hall Renovation - 2nd Floor
Scope: Schematic design of the City Hall second story interior renovations.

Timeline: March 2020 —June 2020
Contact:

Sam Gutierre,. Director of Public Works
City cat Baldwin Park
14403 E. Pacific. Avenue
Baldwin Park, CA 91706
Phone: (626) 960-4011 ext. 460
;Entail: [email protected]
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Qualifications for On -Call Architectural & Engineering Design Services City of Placentia —June 23, 2022
City of Lynwood

1. Lynwood Transit Center Conceptual Plans
Scope: Architectural design services, schematic design layouts for lobby and canopy renovation of Rosa Parks Transit Center.

Timeline: June 2018 — September 2018
Contact:

Ernie Hernandez, City Manager
City of Lynwood
11330 Bullis Road
Lynwood, CA 90262
Phone: (310) 603-022.0 ext.-834
Email: [email protected]
Before
After
20 Page

Qualifications for On -Call Architectural & Enzineering Design Services City of Placentia —June 23, 2022
UCI Campus
L UCI Campus Bus Parking
Scope: Architectural design services and site improvement at the bus parking location.

Timeline: February 2020 —June 2021

2. UCI Campus Ro,viand Ha!! Renovation
Scope: Architectural design services of existing interiors along with electrical, mechanical, and plumbing Timeline: February 2020 — October 2020
21lPage

Qualifications for On -Call Architectural & Engineering Design Services

3. UCI Campus Village Tenant Improvements
Scope: Architectural design services for Campus Village renovation project.

Timeline: February 2020 —June 2021

4. UCI Campus Mesa Tower
Scope: Architectural design services of mail room renovation project.

Timeline: March 2020 —June 2020
City of Placentia —June 23, 2022
221Page

Qualifications for On -Call Architectural & EnUineering Design Services City of Placentia —June 23, 2022

5. UCI Campus Palo Verde Housing Remodel
Scope: Architectural design services and renovation of existing housing units.

Timeline: 10-05-21— Ongoing
Contact:

Crair=, Denney, Col truttion Project Manager Phone: (949) 824-585'3 Facilities Management
University of California, Irvine
01 Facilities Management Building
Irvine, CA 92.697
Email: [email protected]
23 i P a g e

Qualifications for On -Call Architectural & Engineering Design Services G. Certification of Proposals
Appendix C
rig
City of Placentia —June 23, 2022
24 Page

APPENDIX C

CERTIFICATION OF PROPOSAL TO THE CITY OF PLACENTIA
The undersigned hereby submits its proposal and, by doing so, agrees to furnish services to the City in accordance with the Request for Proposal (RFQ), dated June 2022, and to be bound by the terms and conditions of the RFQ.

2. This firm has carefully reviewed its proposal and understands and agrees that the City is not responsible for any errors or omissions on the part of the proposer and that the proposer is responsible for them.

3. It is understood and agreed that the City reserves the right to accept or reject any or all proposals and to waive any informality or irregularity in any proposal received by the City.

4. The proposal includes all of the commentary, figures and data required by the Request for Proposal, dated June 2022.

5. This firm has carefully read and fully understands all of the items contained in Section 7, General Requirements. This firm agrees to aii of the general requirements except for those disclosed by the Firm in project proposal, listed on an attachment.

6. The proposal shall be valid for 90 days from June 22, 2022.

Name of Firm: Infrastructure Architects
By:
(Authorized Signature)
Type Name: Ray Abassi
Title: President
Date June 23, 2022
C-30

2022-2023 HOURLY RATE SCHEDULE
(effective March 1, 2022)
T4 INFRASTRUCTURE

ARCHITECTS
4 Prindpal in Charge $238
Civil Engineering(Traffic Engineering
Project Manager
Principal Engineer
Senior Engineer
Senior Plan Check Engineer
Plan Check Engineer
Associate Engineer
Assistant Engineer
Engineering Associate
Engineering Assistant
GIS Analyst
CAD Manager
CAD Designer
CAD Technician
Engineering Technician
Principal Traffic Engineer
Senior Traffic Engineer
Traffic Engineer
Water/Wastewater/NPDES
Senior Water Engineer
Water Engineer
Program Manager (NPDES)
Inspector (NPDES)
Environmental Scientist
Surveying
Project Manager
Plan Checker
(Subdivision & Survey Document)
Survey Analyst
Survey Crew (2 -man)
Survey Crew
(2 -man, prevailing wages)
Construction Management
Construction Manager
Resident Engineer
Scheduler/Controller
Utilities Coordinator
Senior PW Observer/lnspector
Senior PW Observer/Inspector
(prevAing wages)
PW Observer/inspector
PW Observer/Inspector
(prevailing wages)
$185
$180
$170
$175
$165
$155
$145
$135
$115
$150
$135
$110
$100
$105
$185
$170
$150
$167
$158
$168
$110
$105
$185
$162
$150
$236
$278
$188
$188
$163
$138
$13O
$191
$113
$159
Community Development —
Environmental & Planning
Director
Development Services Manager
Project Manager
Planning Manager
Principal Planner
Senior Planner
Associate Planner
Assistant Planner
Planning Technician
CEA/NEPA Specialist
Environmental Specialist
Senior Environmental Planner
Environmental Planner II
Environmental Planner I
Environmental Technician
Municipal Engineering Support
Interim City Manager
Assistant/Deputy City Manager
City Engineer
City Traffic Engineer
Deputy City Engineer
Deputy City Traffic Engineer
Plan Check Engineer
Plan Examiner
CIP Manager
Associate Engineer
Engineering Associate
Engineering Assistant
Engineering Technician
Building & Safety
Building Official
Plan Check Engineer
Landscape Plan Checker
Senior Certified Access Specialist
Certified Access Specialist
Plans Examiner
Code Enforcement Manager
Code Enforcement Officer
Senior Building Inspector
Building Inspector
Grading Inspector
Counter Technician
$195
$189
$173
$167
$163
$153
$139
$129
$98
$175
$170
$165
$155
$144
$100
$220
$197
$178
$169
$169
$161
$178
$155
$178
$149
$142
$118
$106
$175
$165
$162
$165
$155
$145
$145
$127
$127
$120
$120
$105
Fire Prevention
Fire Marshal
Fire Investigator
Fire Plans Examiner
Senior Fire Inspector
Fire Inspector
Counter Technician
Architectural Services
Director
Studio Manager
Senior Project Manager/
Senior Architect
Project Manager/Project Architect
Senior Job Captain
Job Captain
Drafter
$165
$154
$143
$138
$120
$93
$200
$184
$176
$155
$126
$105
$90
Program Management/Public Outreach
Program Director
Web Designer
Media Specialist
Program Coordinator
Photographer
Outreach Specialist
Interpreter/ Translator
Production Assistant
$184
$150
$145
$135
$128
$125
$125
$85
Fund Administrator $138
Labor Compliance Coordinator $105
Administrative & Clerical Services
Organizer/Supervisor $108
Administrative Assistant $90
Clerk Typist $80
Olher Charges
Delivery $110
Mileage (Current federal guidelire
rate @ time of billing)/Mile
Travel Cost + 15%
Reimbursements Cost + 15%
Additional billing classifications may be added to the above Ilst throughout the year as new positions are created. The above schedule is far straight time. Overtime will be charged at 1.5 times. Sundays and Holidays are charged at 2.0 limes the standard time. Deposition and court appearances will be charged at 1.5 times the listed billing rates. 3080 Saturn Street Saute 250 . Brea. CA 92821 . rFI. 1714) (4)491-01(1(1 . F (7141 940.0/00 . www.,ntrasrructure-engineers coal

EXHIBIT B

CERTIFICATES OF INSURANCE AND ENDORSEMENTS
16 INFRASTRUCTURE ARCHITECTS

AcoiRil CERTIFICATE OF LIABILITY INSURANCE
‘Ilafte.--

DATE IMMIDDIYYW)
10/18/2022
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS

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

PRODUCER
AssuredPartners Design Professionals Insurance Services, LLC 3697 Mt. Diablo Blvd Suite 230
Lafayette CA 94549
Licenser* 6003745

CONTACT
NAME: Marie Swaney

PHONE FAX
Ie/C,.No,Eetl: 626-696-1890 JiArc NOL
AIL
AODREss: CertsDesignProC)AssuredPartners.can

INSURERISI AFFORDING COVERAGE
__
NAIC Ir
INsuRERA : Sentinel Insurance Company
11000
INSURED INFRARC-01
714-982-5044 Infra92cture Architects
3111 Tustin Ave., Suite 270
Orange CA 92865
INSURERS: Aspen Specialty Insurance Company
_
10717
INSURER C: Trumbull Insurance Company
27120
INSURER D:

INSURERS:

INSURER F :

COVERAGES
CERTIFICATE NUMBER: 812465117

VISION NUMBE
THIS
INDICATED.

CERTIFICATE

EXCLUSIONS

IS TO CERTIFY THAT

NOTWITHSTANDING

MAY BE ISSUED

AND CONDITIONS
THE

POLICIES OF INSURANCE

ANY REQUIREMENT,

OR MAY PERTAIN,

OF SUCH POLICIES

LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD

TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS

THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,

LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS
TA
Ill;

TYPE OF INSURANCE
Aj3OL•SUB�
tt.p
YPL

POLICY NUMBER

POLICY EFF POLICY EXP
(MraiDo YYYY1IMW/DONYYY) LIMITS
A

X I COMMERCIAL GENERAL LIABILITY
Y
Y
172SBWBD0834
1/1/2022
1/1/2023

EACH OCCURRENCE
-EArL'(
51,000,000
X
CLAIMS -MADE j I OCCUR
DXMnCE IV
(Ea occurrence!
S 1,000,000
X
Contractual Use
_- .. PRE,.l15FS
MED EXP IAny ane person) S 10,000
X
XCU Included

PERSONAL 8 ADV INJURY

51.000,000
GEN'LAGGREGATELIMQITAPPLIESPER:

GENERAL AGGREGATE
S 2.000,000
POLICY 1 X I .CT I I LOC

PRODUCTS -COMP/OPADD
52,000,000
OTHER
S
A

AUTOMOBILE LIABILITY
V
Y
72SBWBD0B34
1/1/2022
1/1/2023
CCM91NE0 SINGLE LIMI I
(ea ac6detlq
$1000,000

ANY AUTO
BODILY INJURY (Pw person)
S
OWNED

AUTOS ONLY

SCHEDULED
AUTOS

BODILY INJURY K P
( aceidarX)
5 X

HIRED ONLY
x

AUNON-OWNED
-PROPERTY

OPER Y DAMAGE
S
X
No O'wnd Aula
S
A
X

UMBRELLA LIAR X
OCCUR
Y
Y
72SBWBD0B34 1/1/2022
1/1/2023

EACH OCCURRENCE

55.000.000

EXCESS LIAB
,

CLAIMS -MADE

AGGREGATE

55.000.000

DEO X I RETENTIONS
inrvLA
S
C
wORKERS COMPENSATION
Y
57WEGAFODZT
1/1/2022

X I PR II

AND EMPLOYERS' LIABILITY
1/1/2023
STATUTE !I ER
YIN

ANYPROPRIETOR/PARTNER/EXECUTIVE
OFFICER/MEMBER EXCLUDED?
N/A

EL EACH ACCIDENT
$1,000,000
(Mandatory In NH)

E L DISEASE - EA EMPLOYEE
S 1,000,000
If yes, describe under

E L DISEASE - POLICY LIMIT
$ 1,000,000
DESCRIPTION OF OPERATIONS below
B
Professional Liebllily
AAAE30009602
1/1/2022
1/1/2023
Par film
51,000,000
Aggregate Limit
51,000,000
DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (ACORO 101, Additional Remarks Schedule, ruby be attached If more apace Is required) Insured owns no company vehicles; therefore, hired/non-owned auto is the maximum coverage that applies. Umbrella Liability policy is a follow -form underlying General Liability/Auto Liability/Employers Liability.

City of Placenta and its elected and appointed boards, officers. officials, agents, employees and volunteers are named as an additional ins red as respects general & auto liability as required per written contract or agreement. General Liability is Primary/Non•Conlributory per policy form wording. Insurance coverage Includes waiver of subrogation per the attached endorsement(s) CANCELLATION/CHANGE: 30 day nolice will be sent to the certificate holder.

CERTIFICATE HOLDER
CANCELLATION 30 Da Notice Will Be Sent to Holder
City of Placentia, Deot of Public Works
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.

ACORD 25 (2016103)
© 1988-2015 ACORD CORPORATION. All rights reserved.

The ACORD name and logo are registered marks of ACORD

Policy # 72SBWBDOB34
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

ADDITIONAL INSURED PROVISIONS - CALIFORNIA
This endorsement modifies insurance provided under the following:

BUSINESS LIABILITY COVERAGE FORM
A. It is agreed that paragraph (2) of subsections 6.d.
and 6.f. of Section C. - WHO IS AN INSURED is
replaced by the following:
(2) The insurance afforded by paragraph (1) above
does not apply if your acts or omissions, or the
acts or omissions of those acting on your behalf,
that are alleged to have caused the "bodily
injury", "property damage" or "personal and
advertising injury", involve professional
architectural, engineering or surveying services,
including but not limited to:
(a) The preparing, approving, editing of or
failure to prepare or approve, shop
drawings, maps, opinions, reports, surveys,
change rdcrs field orders, designs,
••`�`� �+� , �eIV
drawings, specifications, warnings,
recommendations, permit applications
payment requests, manuals or instructions;
Supervisory, inspection, quality control,
architectural, engineering or surveying
activities or services;
(c) Maintenance of job site safety, construction
administration, construction contracting,
construction management, computer
consulting or design software development
or programming service, or selection of a
contractor or programming service;
(d) Monitoring, sampling, or testing service
necessary to perform any of the services
included in a. b. or c. above;
Supervision, hiring, employment, training or
monitoring of others who are performing
any of the services included in a., b. or c.
above.

The insurance afforded to such additional
insured:
(a) Only applies to the extent permitted by law;
and
(b) Will not be broader than that which you are
required by the contract or agreement to
provide for such additional insured.

B. It is agreed that the following paragraphs are added to the end of subsections 1. and 8. of Section F -
(b)
(e)
Form SS 51 14 04 17

OPTIONAL ADDITIONAL INSURED
COVERAGES; and it is agreed the following
paragraphs replace section b. of subsection 9. of
Section F. - OPTIONAL ADDITIONAL INSURED
COVERAGES, These paragraphs do not attach or
amend the language of any of the other subsections
of Section F - OPTIONAL ADDITIONAL INSURED
COVERAGES:

The insurance afforded by this subsection does not
apply if your acts or omissions, or the acts or
omissions of those acting on your behalf, that are
alleged to have caused the "bodily injury", "property
damage" or "personal and advertising inµ.iry",
involve professional architectural, engineering or
surveying services, including but riot limited to:
(a)
The preparing, approving, editing of or
failure to prepare or approve, shop
drawings, maps, opinions, reports, surveys,
change orders, field orders, designs,
drawings, specifications, warnings,
recommendations, permit applications
payment requests, manuals or instructions;
(b) Supervisory, inspection, quality control,
architectural, engineering or surveying
activities or services;
(c) Maintenance of job site safety, construction
administration, construction contracting,
construction management, computer
consulting or design software development
or programming service, or selection of a
contractor or programming service;
(d) Monitoring, sampling, or testing service
necessary to perform any of the services
included in a. b. or c. above;
Supervision, hiring, employment, training or
monitoring of others who are performing any
of the services included in a., b. or c. above.

The insurance afforded to such additional insured:
(a) Only applies to the extent permitted by law;
and
(b) Will not be broader than that which you are
required by the contract or agreement to
provide for such additional insured.
© 2017, The Hartford
(e)

Page 1 of 1 ends

Policy # 72SBWBD0834
(b) Rented to, in the care, custody or
control of, or over which physical
control is being exercised for any
purpose by you, any of your
"employees", "volunteer workers",
any partner or member (if you are
a partnership or joint venture), or
any member (if you are a limited
liability company).
b. Real Estate Manager
Any person (other than your "employee" or
"volunteer worker"), or any organization
while acting as your real estate manager.
c. Temporary Custodians Of Your
Property
Any person or organization having proper
temporary custody of your property if you
die, but only:
(1) With respect to liability arising out of the
maintenance or use of that property; and
(2) Until your legal representative has
been appointed.
d. Legal Representative If You Die
Your legal representative if you die, but
only with respect to duties as such. That
representative will have all your rights and
duties under this insurance
e. Unnamed Subsidiary
Any subsidiary and subsidiary thereof, of
yours which is a legally incorporated entity
of which you own a financial interest of
more than 50% of the voting stock on the
effective date of this Coverage Part.

The insurance afforded herein for any
subsidiary not shown in the Declarations
as a named insured does not apply to
injury or damage with respect to which an
insured under this insurance is also an
insured under another policy or would be
an insured under such policy but for its
termination or upon the exhaustion of its
limits of insurance.

3. Newly Acquired Or Formed Organization
Any organization you newly acquire or form,
other than a partnership, joint venture or
limited liability company, and over which you
maintain financial interest of more than 50% of
the voting stock, will qualify as a Named
Insured if there is no other similar insurance
available to that organization. However:
a. Coverage under this provision is afforded
only until the 180th day after you acquire
or form the organization or the end of the
policy period, whichever is earlier; and

BUSINESS LIABILITY COVERAGE FORM
b. Coverage under this provision does not
apply to:
(1) "Bodily injury" or "property damage"
that occurred; or
(2) "Personal and advertising injury"
arising out of an offense committed
before you acquired or formed the
organization.

4. Operator Of Mobile Equipment
With respect to "mobile equipment" registered in
your name under any motor vehicle registration
law, any person is an insured while driving such
equipment along a public highway with your
permission. Any other person or organization
responsible for the conduct of such person is
also an insured, but only with respect to liability
arising out of the operation of the equipment, and
only if no other insurance of any kind is available
to that person or organization for this liability.

However, no person or organization is an insured
with respect to:
a. "Bodily injury" to a co"employee" of the
person driving the equipment; or
b. "Property damage" to property owned by,
rented to, in the charge of or occupied by
you or the employer of any person who is
an insured under this provision.

5. Operator of Nonowned Watercraft
With respect to watercraft you do not own that
is less than 51 feet long and is not being used
to carry persons for a charge, any person is an
insured while operating such watercraft with
your permission. Any other person or
organization responsible for the conduct of
such person is also an insured, but only with
respect to liability arising out of the operation
of the watercraft, and only if no other
insurance of any kind is available to that
person or organization for this liability.

However, no person or organization is an
insured with respect to:
a. "Bodily injury" to a co -"employee" of the
person operating the watercraft; or
b. "Property damage" to property owned by,
rented to, in the charge of or occupied by
you or the employer of any person who is
an insured under this provision.

6. Additional Insureds When Required By
Written Contract, Written Agreement Or
Permit
The person(s) or organization(s) identified in
Paragraphs a. through f. below are additional
insureds when you have agreed, in a written
Form SS 00 08 04 05

Page 11 of 24 ends

BUSINESS LIABILITY COVERAGE FORM
contract, written agreement or because of a
permit issued by a state or political
subdivision, that such person or organization
be added as an additional insured on your
policy, provided the injury or damage occurs
subsequent to the execution of the contract or
agreement, or the issuance of the permit.

A person or organization is an additional
insured under this provision only for that
period of time required by the contract,
agreement or permit.

However, no such person or organization is an
additional insured under this provision if such
person or organization is included as an
additional insured by an endorsement issued
by us and made a part of this Coverage Part,
including all persons or organizations added
as additional insureds under the specific
additional insured coverage grants in Section
F. — Optional Additional Insured Coverages.
a. Vendors
Any person(s) or organization(s) (referred to
below as vendor), but only with respect to
"bodily injury" or "property damage" arising
out of "your products" which are distributed
or sold in the regular course of the vendor's
business and only if this Coverage Part
provides coverage for "bodily injury" or
"property damage" included within the
"products -completed operations hazard".
(1) The insurance afforded to the vendor
is subject to the following additional
exclusions:

This insurance does not apply to:
(a) "Bodily injury" or "property
damage" for which the vendor is
obligated to pay damages by
reason of the assumption of
liability in a contract or agreement.

This exclusion does not apply to
liability for damages that the
vendor would have in the absence
of the contract or agreement;
(b) Any express warranty
unauthorized by you;
(c) Any physical or chemical change
in the product made intentionally
by the vendor;
(d) Repackaging, except when
unpacked solely for the purpose of
inspection, demonstration, testing,
or the substitution of parts under
instructions from the manufacturer,
and then repackaged in the
original container;

Page 12 of 24 ends

Policy # 72SBWBD0834
(e) Any failure to make such
inspections, adjustments, tests or
servicing as the vendor has
agreed to make or normally
undertakes to make in the usual
course of business, in connection
with the distribution or sale of the
products;
(f) Demonstration, installation,
servicing or repair operations,
except such operations performed
at the vendor's premises in
connection with the sale of the
product;
Products which, after distribution
or sale by you, have been labeled
or relabeled or used as a
container, part or ingredient of any
other thing or substance by or for
the vendor; or
(h) "Bodily injury" or "property
damage" arising out of the sole
negligence of the vendor for its
own acts or omissions or those of
its employees or anyone else
acting on its behalf. However, this
exclusion does not apply to:
(i) The exceptions contained in
Subparagraphs (d) or (f); or
(ii) Such inspections, adjustments,
tests or servicing as the vendor
has agreed to make or normally
undertakes to make in the usual
course of business, in
connection with the distribution
or sale of the products.
(2) This insurance does not apply to any
insured person or organization from
whom you have acquired such products,
or any ingredient, part or container,
entering into, accompanying or
containing such products.
b. Lessors Of Equipment
(1) Any person or organization from
whom you lease equipment; but only
with respect to their liability for "bodily
injury", "property damage" or
"personal and advertising injury"
caused, in whole or in part, by your
maintenance, operation or use of
equipment leased to you by such
person or organization.
(g)
Form SS 00 08 04 05

Policy # 72SBWBDOB34
(2) With respect to the insurance afforded
to these additional insureds, this
insurance does not apply to any
"occurrence" which takes place after
you cease to lease that equipment.
c. Lessors Of Land Or Premises
(1) Any person or organization from
whom you lease land or premises, but
only with respect to liability arising out
of the ownership, maintenance or use
of that part of the land or premises
leased to you.
(2) With respect to the insurance afforded
to these additional insureds, this
insurance does not apply to:
(a) Any "occurrence" which takes
place after you cease to lease that
land or be a tenant in that
premises; or
(b) Structural alterations, new
construction or demolition
operations performed by or on
behalf of such person or
organization.
d. Architects, Engineers Or Surveyors
(1) Any architect, engineer, or surveyor, but
only with respect to liability for "bodily
injury', "property damage" or "personal
and advertising injury" caused, in whole
or in part, by your acts or omissions or
the acts or omissions of those acting on
your behalf:
(a) In connection with your premises;
or
(b) In the performance of your
ongoing operations performed by
you or on your behalf.
(2) With respect to the insurance afforded
to these additional insureds, the
following additional exclusion applies:

This insurance does not apply to
"bodily injury", "property damage" or
"personal and advertising injury"
arising out of the rendering of or the
failure to render any professional
services by or for you, including:
(a) The preparing, approving, or
failure to prepare or approve,
maps, shop drawings, opinions,
reports, surveys, field orders,
change orders, designs or
drawings and specifications; or
(b) Supervisory,
architectural
activities.

Form SS 00 08 04 05
inspection,
or engineering

BUSINESS LIABILITY COVERAGE FORM
e. Permits Issued By State Or Political
Subdivisions
(1)
Any state or political subdivision, but
only with respect to operations
performed by you or on your behalf for
which the state or political subdivision
has issued a permit.
(2) With respect to the insurance afforded
to these additional insureds, this
insurance does not apply to:
(a) "Bodily injury", "property damage"
or "personal and advertising
injury" arising out of operations
performed for the state or
municipality; or
(b) "Bodily injury" or "property damage"
included within the "products -
completed operations hazard".
f. Any Other Party
(1) Any other person or organization who
is not an insured under Paragraphs a.
through e. above, but only with
respect to liability for "bodily injury",
"property damage" or "personal and
advertising injury" caused, in whole or
in part, by your acts or omissions or
the acts or omissions of those acting
on your behalf:
(a) In the performance of your
ongoing operations;
(b) In connection with your premises
owned by or rented to you; or
(c) In connection with "your work" and
included within the "products -
completed operations hazard", but
only if
(i) The written contract or written
agreement requires you to
provide such coverage to
such additional insured; and
(ii) This Coverage Part provides
coverage for "bodily injury" or
"property damage" included
within the "products -
completed operations hazard".
(2) With respect to the insurance afforded
to these additional insureds, this
insurance does not apply to:
"Bodily injury", "property damage" or
"personal and advertising injury"
arising out of the rendering of, or the
failure to render, any professional
architectural, engineering or surveying
services, including:

Page 13 of 24 ends

BUSINESS LIABILITY COVERAGE FORM
(a) The preparing, approving, or
failure to prepare or approve,
maps, shop drawings, opinions,
reports, surveys, field orders,
change orders, designs or
drawings and specifications, or
(b) Supervisory, inspection,
architectural or engineering
activities.

The limits of insurance that apply to additional
insureds are described in Section D. — Limits
Of Insurance.

How this insurance applies when other
insurance is available to an additional insured
is described in the Other Insurance Condition
in Section E. — Liability And Medical Expenses
General Conditions.

No person or organization is an insured with
respect to the conduct of any current or past
partnership, joint venture or limited liability
company that is not shown as a Named Insured in
the Declarations.

D. LIABILITY AND MEDICAL EXPENSES

LIMITS OF INSURANCE

1. The Most We Will Pay
The Limits of Insurance shown in the
Declarations and the rules below fix the most
we will pay regardless of the number of:
a. Insureds,
b. Claims made or "suits" brought; or
c. Persons or organizations making claims or
bringing "suits".

2. Aggregate Limits
The most we will pay for:
a. Damages because of "bodily injury" and
"property damage" included in the
"products -completed operations hazard" is
the Products -Completed Operations
Aggregate Limit shown in the
Declarations.
b. Damages because of all other "bodily
injury", "property damage" or "personal
and advertising injury", including medical
expenses, is the General Aggregate Limit
shown in the Declarations.

This General Aggregate Limit applies
separately to each of your "locations"
owned by or rented to you.
"Location" means premises involving the
same or connecting lots, or premises
whose connection is interrupted only by a
street, roadway or right-of-way of a
railroad.

Policy # 72S8W8D0834
This General Aggregate limit does not
apply to "property damage" to premises
while rented to you or temporarily
occupied by you with permission of the
owner, arising out of fire, lightning or
explosion.

3. Each Occurrence Limit
Subject to 2.a. or 2.b above, whichever
applies, the most we will pay for the sum of all
damages because of all "bodily injury",
"property damage" and medical expenses
arising out of any one "occurrence" is the
Liability and Medical Expenses Limit shown in
the Declarations.

The most we will pay for all medical expenses
because of "bodily injury" sustained by any
one person is the Medical Expenses Limit
shown in the Declarations.

4. Personal And Advertising Injury Limit
Subject to 2.b. above, the most we will pay for
the sum of all damages because of all
"personal and advertising injury" sustained by
any one person or organization is the Personal
and Advertising Injury Limit shown in the
Declarations.

5. Damage To Premises Rented To You Limit
The Damage To Premises Rented To You
Limit is the rnost we wilt pay under Business
Liability Coverage for damages because of
"property damage" to any one premises, while
rented to you, or in the case of damage by fire,
lightning or explosion, while rented to you or
temporarily occupied by you with permission of
the owner.

In the case of damage by fire, lightning or
explosion, the Damage to Premises Rented To
You Limit applies to all damage proximately
caused by the same event, whether such
damage results from fire, lightning or explosion
or any combination of these.

6. How Limits Apply To Additional Insureds
The most we will pay on behalf of a person or
organization who is an additional insured
under this Coverage Part is the lesser of:
a. The limits of insurance specified in a
written contract, written agreement or
permit issued by a state or political
subdivision; or
b. The Limits of Insurance shown in the
Declarations.

Such amount shall be a part of and not in
addition to the Limits of Insurance shown in
the Declarations and described in this Section.

Page 14 of 24 ends

Form SS 00 08 04 05

Policy # 72SBWBD0834
If more than one limit of insurance under this
policy and any endorsements attached thereto
applies to any claim or "suit", the most we will pay
under this policy and the endorsements is the
single highest limit of liability of all coverages
applicable to such claim or "suit", However, this
paragraph does not apply to the Medical Expenses
limit set forth in Paragraph 3. above.

The Limits of Insurance of this Coverage Part apply
separately to each consecutive annual period and to
any remaining period of less than 12 months, starting
with the beginning of the policy period shown in the
Declarations, unless the policy period is extended
after issuance for an additional period of less than 12 months. In that case, the additional period will be
deemed part of the last preceding period for purposes
of determining the Limits of Insurance.

E. LIABILITY AND MEDICAL EXPENSES

GENERAL CONDITIONS

1. Bankruptcy
Bankruptcy or insolvency of the insured or of
the insured's estate will not relieve us of our
obligations under this Coverage Part.

2. Duties In The Event Of Occurrence,
Offense, Claim Or Suit
a. Notice Of Occurrence Or Offense
You or any additional insured must see to
it that we are notified as soon as
practicable of an "occurrence" or an
offense which may result in a claim. To
the extent possible, notice should include:
(1) How, when and where the "occurrence"
or offense took place;
(2) The names and addresses of any
injured persons and witnesses; and
(3) The nature and location of any injury
or damage arising out of the
"occurrence" or offense.
b. Notice Of Claim
If a claim is made or "suit" is brought
against any insured, you or any additional
insured must:
(1) Immediately record the specifics of the
claim or "suit" and the date received;
and
(2) Notify us as soon as practicable.

You or any additional insured must see to
it that we receive a written notice of the
claim or "suit" as soon as practicable.
c. Assistance And Cooperation Of The
Insured
You and any other involved insured must:

Immediately send us copies of any
demands, notices, summonses or
legal papers received in connection
with the claim or "suit";
(2) Authorize us to obtain records and
other information;
Cooperate with us in the investigation,
settlement of the claim or defense
against the "suit"; and
(4) Assist us, upon our request, in the
enforcement of any right against any
person or organization that may be
liable to the insured because of injury
or damage to which this insurance
may also apply.
d. Obligations At The Insured's Own Cost
No insured will, except at that insured's own
cost, voluntarily make a payment, assume
any obligation, or incur any expense, other
than for first aid, without our consent.
e. Additional Insured's Other Insurance
If we cover a claim or "suit" under this
Coverage Part that may also be covered
by other insurance available to an
additional insured, such additional insured
must submit such claim or "suit" to the
other insurer for defense and indemnity.

However, this provision does not apply to
the extent that you have agreed in a
written contract, written agreement or
permit that this insurance is primary and
non-contributory with the additional
insured's own insurance.
f. Knowledge Of An Occurrence, Offense,
Claim Or Suit
Paragraphs a. and b. apply to you or to
any additional insured only when such
"occurrence", offense, claim or "suit" is
known to:
(1) You or any additional insured that is
an individual;
(2) Any partner, if you or an additional
insured is a partnership;
Any manager, if you or an additional
insured is a limited liability company;
(4) Any "executive officer" or insurance
manager, if you or an additional
insured is a corporation;
(5) Any trustee, if you or an additional
insured is a trust; or
Any elected or appointed official, if you
or an additional insured is a political
subdivision or public entity.

BUSINESS LIABILITY COVERAGE FORM
(1)
(3)
(3)
(6)
Form SS 00 08 04 05 Page 15 of 24

BUSINESS LIABILITY COVERAGE FORM
This Paragraph f. applies separately to
you and any additional insured.

3. Financial Responsibility Laws
a. When this policy is certified as proof of
financial responsibility for the future under
the provisions of any motor vehicle
financial responsibility law, the insurance
provided by the policy for "bodily injury"
liability and "property damage" liability will
comply with the provisions of the law to
the extent of the coverage and limits of
insurance required by that law.
b. With respect to "mobile equipment" to
which this insurance applies, we will
provide any liability, uninsured motorists,
underinsured motorists, no-fault or other
coverage required by any motor vehicle
law. We will provide the required limits for
those coverages.

4. Legal Action Against Us
No person or organization has a right under
this Coverage Form:
a. To join us as a party or otherwise bring us
into a "suit" asking for damages from an
insured; or
b. To sue us on this Coverage Form unless
oft cf its ten-ns have been fully complied
with.

A person or organization may sue us to recover
on an agreed settlement or on a final judgment
against an insured; but we vvill not be liable for
damages that are not payable under the terms of
this insurance or that are in excess of the
applicable limit of insurance. An agreed
settlement means a settlement and release of
liability signed by us, the insured and the
claimant or the claimant's legal representative.

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

6. Representations
a. When You Accept This Policy
By accepting this policy, you agree:
(1) The statements in the Declarations
are accurate and complete;
(2) Those statements are based upon
representations you made to us; and
Policy # 72SBWBD0834
(3) We have issued this policy in reliance
upon your representations.
b. Unintentional Failure To Disclose
Hazards
If unintentionally you should fail to disclose
all hazards relating to the conduct of your
business at the inception date of this
Coverage Part, we shall not deny any
coverage under this Coverage Part
because of such failure.

7. Other Insurance
If other valid and collectible insurance is
available for a loss we cover under this
Coverage Part, our obligations are limited as
follows:
a. Primary Insurance
This insurance is primary except when b.
below applies. If other insurance is also
primary, we will share with all that other
insurance by the method described in c.
below.
b. Excess Insurance
This insurance is excess over any of the
other insurance, whether primary, excess,
contingent or on any other basis:
(+)
Your Work
That is Fire, Extended Coverage,
Builder's Risk, Installation Risk or
similar coverage for "your work";
(2) Premises Rented To You
That is fire, lightning or explosion
insurance for premises rented to you
or temporarily occupied by you with
permission of the owner;
Tenant Liability
That is insurance purchased by you to
cover your liability as a tenant for
"property damage" to premises rented
to you or temporarily occupied by you
with permission of the owner;
(4) Aircraft, Auto Or Watercraft
If the loss arises out of the maintenance
or use of aircraft, "autos" or watercraft to
the extent not subject to Exclusion g. of
Section A. — Coverages.
(5) Property Damage To Borrowed
Equipment Or Use Of Elevators
if the loss arises out of "property
damage" to borrowed equipment or
the use of elevators to the extent not
subject to Exclusion k. of Section A. —
Coverages.
(3)

Page 16 of 24 ends

Policy # 72SBWBD0B34
(6) When You Are Added As An
Additional Insured To Other
Insurance
That is other insurance available to
you covering liability for damages
arising out of the premises or
operations, or products and completed
operations, for which you have been
added as an additional insured by that
insurance; or
(7) When You Add Others As An
Additional Insured To This
Insurance
That is other insurance available to an
additional insured.

However, the following provisions
apply to other insurance available to
any person or organization who is an
additional insured under this Coverage
Part:
(a) Primary Insurance When
Required By Contract
This insurance is primary if you
have agreed in a written contract,
written agreement or permit that
this insurance be primary. If other
insurance is also primary, we will
share with all that other insurance
by the method described in c.
below.
(b) Primary And Non -Contributory
To Other Insurance When
Required By Contract
If you have agreed in a written
contract, written agreement or
permit that this insurance is
primary and non-contributory with
the additional insured's own
insurance, this insurance is
primary and we will not seek
contribution from that other
insurance.

Paragraphs (a) and (b) do not apply to
other insurance to which the additional
insured has been added as an
additional insured.

When this insurance is excess, we will
have no duty under this Coverage Part to
defend the insured against any "suit" if any
other insurer has a duty to defend the
insured against that "suit". If no other
insurer defends, we will undertake to do
so, but we will be entitled to the insured's
rights against all those other insurers.

Form SS 00 08 04 05

BUSINESS LIABILITY COVERAGE FORM
When this insurance is excess over other
insurance, we will pay only our share of
the amount of the loss, if any, that
exceeds the sum of:
(1)
The total amount that all such other
insurance would pay for the loss in the
absence of this insurance; and
(2) The total of all deductible and self -
insured amounts under all that other
insurance.

We will share the remaining loss, if any, with
any other insurance that is not described in
this Excess Insurance provision and was not
bought specifically to apply in excess of the
Limits of Insurance shown in the
Declarations of this Coverage Part.
c. Method Of Sharing
If all the other insurance permits
contribution by equal shares, we will follow
this method also. Under this approach,
each insurer contributes equal amounts
until it has paid its applicable limit of
insurance or none of the loss remains,
whichever comes first.

If any of the other insurance does not permit
contribution by equal shares, we will
contribute by limits. Under this method, each
insurer's share is based on the ratio of its
applicable limit of insurance to the total
applicable limits of insurance of all insurers.

B. Transfer Of Rights Of Recovery Against
Others To Us
a. Transfer Of Rights Of Recovery
If the insured has rights to recover all or
part of any payment, including
Supplementary Payments, we have made
under this Coverage Part, those rights are
transferred to us. The insured must do
nothing after loss to impair them. At our
request, the insured will bring "suit" or
transfer those rights to us and help us
enforce them. This condition does not
apply to Medical Expenses Coverage.
b. Waiver Of Rights Of Recovery (Waiver
Of Subrogation)
If the insured has waived any rights of
recovery against any person or
organization for all or part of any payment,
including Supplementary Payments, we
have made under this Coverage Part, we
also waive that right, provided the insured
waived theft rights of recovery against
such person or organization in a contract,
agreement or permit that was executed
prior to the injury or damage.

Page 17 of 24 ends

Policy # 72S8WBD0834
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY,

MIRED AUTO AND NON -OWNED AUTO
This endorsement modifies insurance provided under the following:

BUSINESS LIABILITY COVERAGE FORM
This coverage is subject to all provisions in the
BUSINESS LIABILITY COVERAGE FORM not
expressly modified herein:

A. Amended Coverage:

Coverage is extended to "bodily injury" and
"property damage" arising out of the use of a "hired
auto" and "non -owned auto".

B. Paragraph B. EXCLUSIONS is amended as
follows:

1. Exclusion g. Aircraft, Auto or Watercraft does
not apply to a "hued auto" or a "non -owned
auto".

2. Exclusion e. Employers Liability does not
apply to "bodily injury" to domestic "employees"
not entitled to workers' compensation benefits
or to liability assumed by the "insured" under an
"insured contract".
3, Exclusion f. Pollution is replaced by the
following:
"Bodily injury" or "property damage" arising out
of the actual, alleged or threatened discharge,
dispersal, seepage, migration, release or
escape of "pollutants":
a. That are, or that are contained in any
property that is:
(1) Being transported or towed by, handled,
or handled for movement into, onto or
from, the covered "auto";
(2) Otherwise in the course of transit by or
on behalf of the "insured"; or
(3) Being stored, disposed of, treated or
processed in or upon the covered
"auto".
b, Before the "pollutants" or any property in
which the "pollutants" are contained are
Form SS 04 38 09 09
A
ii
moved from the place where they are
accepted by the "insured" for movement into
or onto the covered "auto"; or
c. After the "pollutants" or any property in
which the "pollutants" are contained are
moved from the covered "auto" to the place
where they are finally delivered, disposed of
or abandoned by the "insured".

Paragraph a. above does not apply to fuels,
lubricants, fluids, exhaust gases or other
similar "pollutants" that are needed for or
result from the normal electrical, hydraulic
or mechanical functioning of the covered
"auto" or its pads, if:
(1) The "pollutants" escape, seep, migrate.,
or are discharged or released directly
from an "auto" part designed by its
manufacturer to hold, store, receive, or
dispose of such "pollutants"; and
(2) The "bodily injury" and "property
damage" does not arise out of the
operation of any equipment listed in
paragraphs 15.b. and 15.c. of the
definition of "mobile equipment".

Paragraphs b. and c. above do not apply to
"accidents" that occur away from premises
owned by or rented to an "insured" with
respect to "pollutants" not in or upon a
covered "auto" if:
(1) The "pollutants" or any property in
which the "pollutants" are contained are
upset, overturned or damaged as a
result of the maintenance or use of a
covered "auto"; and
© 2009, The Hartford
(Includes copyrighted material of ISO Properties, Inc., with its permission)

Page 1 of 3 ends

Policy # 72SBWBD0034
(2) The discharge, dispersal, seepage,
migration, release or escape of the
"pollutants" is caused directly by such
upset, overturn or damage as a result of
the maintenance or use of a covered
"auto".

4. With respect to this coverage, the following
additional exclusions apply:
a. Fellow employee
Coverage does not apply to "bodily injury" to
any fellow "employee" of the "insured"
arising out of the operation of an "auto"
owned by the "insured" in the course of the
fellow "employee's" employment.
b. Care, custody or control
Coverage does not apply to "property
damage" involving property owned or
transported by the "insured" or in the
"insured's" care, custody or control.

C. With respect to "hired auto" and "non -owned auto"
coverage, Paragraph C. WHO IS AN INSURED is
deleted and replaced by the following:

The following are "insureds":
a. You.
b. Your "employee" while using with your
permission:
(1) An "auto" you hire or borrow; or
(2) An "auto" you don't own, hire or borrow in
your business or personal affairs; or
(3) An "auto" hired or rented by your
"employee" on your behalf and at your
direction.
c. Anyone else while using a "hired auto" or "non -
owned auto" with your permission except:
(1) The owner or anyone else from whom you
hire or borrow an "auto".
(2) Someone using an auto while he or she is
working in a business of selling, servicing,
repairing, parking or storing "autos" unless
that business is yours.
(3) Anyone other than your "employees",
partners (if you are a partnership), members
(if you are a limited liability company), or a
lessee or borrower or any of their
"employees", while moving property to or
from an "auto".
(4) A partner (if you are a partnership), or a
member (if you are a limited liability
company) for an "auto" owned by him or her
or a member of his or her household.
d. Anyone liable for the conduct of an "insured"
described above but only to the extent of that
liability.

D. With respect to the operation of a "hired auto" and
"non -owned auto", the following additional
conditions apply:

1. OTHER INSURANCE
a. Except for any liability assumed under an
"insured contract" the insurance provided by
this Coverage Form is excess over any
other collectible insurance.

However, if your business is the selling,
servicing, repairing, parking or storage of
"autos", the insurance provided by this
endorsement is primary when covered
"bodily injury" or "property damage" arises
out of the operation of a customer's "auto"
by you or your "employee".
b. When this Coverage Form and any other
Coverage Form or policy covers on the
same basis, either excess or primary, we
will pay only our share. Our share is the
proportion that the Limit of Insurance of our
Coverage Form bears to the total of the
limits of all the Coverage Forms and policies
covering on the same basis.

2. TWO OR MORE COVERAGE FORMS OR

POLICIES ISSUED BY US
If the Coverage Form and any other Coverage
Form or policy issued to you by us or any
company affiliated with us apply to the same
"accident", the aggregate maximum Limit of
Insurance under all the Coverage Forms or
policies shall not exceed the highest applicable
Limit of Insurance under any one Coverage
Form or policy. This condition does not apply to
any Coverage Form or policy issued by us or an
affiliated company specifically to apply as
excess insurance over this Coverage Form.

E. The following definitions are added:

G. LIABILITY AND MEDICAL EXPENSES
DEFINITIONS:

1. "Hired auto" means any "auto" you lease,
hire, rent or borrow. This does not include
any auto you lease, hire, rent or borrow
from any of your "employees", your partners
(if you are a partnership), members (if you
are a limited liability company),

Page 2 of 3 ends

Policy # 72SBWBD0B34
or your "executive officers" or members of
their households.

This does not include a long-term leased
"auto" that you insure as an owned "auto"
under any other auto liability insurance
policy or a temporary substitute for an
"auto" you own that is out of service
because of its breakdown, repair, servicing
or destruction.

2. "Non -owned auto " means any "auto" you
do not own, lease, hire, rent or borrow
which is used in connection with your
business. This includes:
a. "Autos" owned by your "employees" your
partners (if you are a partnership),
members (if you are a limited liability
company), or your "executive officers",
or members of their households, but
only while used in your business or your
personal affairs.
b. Customer's "auto" that is in your care,
custody or control for service
Form SS 04 38 09 09

Page 3 of 3 ends

THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

WAIVER OF OUR RIGHT TO RECOVER FROM

OTHERS ENDORSEMENT - CALIFORNIA
Policy Number: 57VVEGAF0DZT Endorsement Number:

Effective Date:01/01/2022 Effective hour is the same as stated on the Information Page of the policy Named Insured and Address: Infrastructure Architects
3111 Tustin Ave., Suite 270
Orange, CA 92865
We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) You must maintain payroll records accurately segregating the remuneration of your employees while engaged in the work described in the Schedule.

The additional premium for this endorsement shall be 2 <1/0 of the California workers' compensation premium otherwise due on such remuneration.

SCHEDULE
Person or Organization Job Description
Any person or organization from whom you are required by written contract or agreement to obtain this waiver of rights from us
Countersigned by
Form WC 04 03 06 (1) Printed in U.S.A.

Authorized Representative
Policy Expiration Date: 01/01/2023

T
G

RESOLUTION NO. R-2025-27

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

PLACENTIA, CALIFORNIA AUTHORIZING A BUDGET
AMENDMENT IN FISCAL YEAR 2024-25 IN COMPLIANCE
WITH CITY CHARTER OF THE CITY OF PLACENTIA §§ 1206
AND 1209 PERTAINING TO APPROPRIATIONS FOR
ACTUAL EXPENDITURES.

A. Recitals.
(i). The adopted budget for the 2024-25 Fiscal Year sets out estimated appropriations for City expenses throughout the year.
(ii). From time to time the adopted budget must be adjusted when precise expenditures are finally determined or when estimated expenditures exceed projected costs allocated.
(iii). City Charter of the City of Placentia § 1206 authorizes the City Council to amend or supplement the budget by motion adopted by the affirmative votes of at least three members so as to authorize the transfer of unused balances appropriated for one purpose to another purpose, or to appropriate available revenues not included in the budget. All other legal prerequisites to the adoption of this Resolution have occurred.

B. Resolution.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF PLACENTIA DOES HEREBY FIND, DETERMINE AND RESOLVE AS FOLLOWS:

1. In all respects as set forth in the Recitals, Part A., of this Resolution.

2. The adopted budget for Fiscal Year 2024-25, Resolution No. R-2025-27, is hereby amended for the new appropriations to the accounts below:

Fund
Description
Department
GL Account
Amount
Type
General Fund
Heat/Ventilation Air
Cond
Development
Services
102532-4166
$88,600
Revenue
General Fund
Department
Contract Services
Development
Services
102532-6290
$88,600
Expense

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

Resolution R-2025-27

Page 1 of 2 ends

452

PASSED, ADOPTED AND APPROVED THIS 3rd DAY OF JUNE 2025.

Kevin Kirwin, Mayor
ATTEST:

Robert McKinnell, City Clerk

STATE OF CALIFORNIA

COUNTY OF ORANGE
I, Robert McKinnell, City Clerk of the City of Placentia, do hereby certify that the foregoing resolution was adopted at a regular meeting of the City Council of the City of Placentia held on the 3rd day of June 2025 by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

Councilmembers:

Robert McKinnell, City Clerk
APPROVED AS TO FORM:

Christian Bettenhausen, City Attorney
Resolution R-2025-27

Page 2 of 2 ends

453

Agenda Item No: 1.m

PLACENTIA CITY COUNCIL AGENDA REPORT
Meeting Date: June 3, 2025
Submitted by: Nancy Albitre-Seely
From: City Attorney's Office
Subject:

City Administrator Employment Agreement with Jennifer Lampman Financial Impact:

Fiscal Im pact:

There is no fiscal impact as this is a budgeted position.

Summary:

At its meeting on May 20, 2025, the City Council formally voted to appoint Jennifer Lampman, who currently serves as Deputy City Administrator and Finance Director, as Placentia's next City Administrator. The Appointment was made contingent upon the execution of an employment agreement. Therefore, as required by the City's Charter, the attached resolution and employment agreement have been prepared for the Council's consideration and approval at tonight's meeting.

Recommendation:

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

1. Adopt a resolution approving an employment agreement between the City of Placentia and Jennifer Lampman to serve as City Administrator; and

2. Authorize the Mayor to execute the Employment Agreement, in a form approved by the City Attorney.

Strategic Plan Statement:

There is no specific Strategic Plan Goal or Objective associated with this Council action.

Discussion:

Following the departure of former City Administrator Damien Arrula in late 2024, the City Council ordered a recruitment be conducted to find his replacement. In order to allow time for the recruitment, the Council appointed retired City Manager, Tom Hatch, to serve as the City's Interim City Administrator. After successfully serving in the position for a number of months, Mr. Hatch stepped down on May 8, 2025. The City Council subsequently appointed Jennifer Lampman, who currently serves as Deputy City Administrator/Finance Director, to serve as the Acting City Administrator.

Starting in early 2025, the City Council began conducting a recruitment for the next City Administrator. Based on that recruitment, the City Council ultimately decided on May 20, 2025, 454

that Jennifer Lampman should be appointed the permanent City Administrator. The Council stated the appointment was contingent upon the Council's approval of an employment agreement, as well as a resolution required by Section 800 of the City's Charter. These documents have been prepared and are being presented at tonight's meeting for the City Council's consideration and approval.

The proposed Employment Agreement provides, among other terms, for an annual base salary of $270,062.28. This salary is within the current approved pay range for the City Administrator position and is consistent with the City Council's goals. The agreement also provides for an annual evaluation. At the completion of the evaluation bonuses or other cost of living adjustments may be granted by the Council in their discretion based on performance.

Since the City Administrator position is at -will, the contract provides a severance of up to nine (9) months base pay, including normal contributions to Health Benefits, as defined by the agreement, in the event of a termination without cause.

Under the terms of the agreement an auto allowance of $600 per month and a telecommunication allowance of $100 will be paid, but both of these are benefits already being received by Ms. Lampman in her current position, so there is no increase. All other benefits are the same as Ms. Lampman already receives in her role as Deputy City Administrator/Director of Finance. These are the same benefits received by the members of the City's Executive Management group
Attachments
Resolution No. R-2025-28.docx
2025 J. Lampman Employment Agreement 06-03-25 Final.docx 455

RESOLUTION NO. R-2025-28

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

PLACENTIA APPROVING AN EMPLOYMENT

AGREEMENT WITH JENNIFER LAMPMAN TO SERVE AS

CITY ADMINISTRATOR
A. Recitals.
(i) On May 20, 2025, the City Council announced the appointment of Jennifer Lampman to the position of City Administrator, contingent upon the approval of an employment agreement;
(ii) The Employment Agreement attached as Exhibit A provides for the City's employment of Jennifer Lampman as City Administrator, subject to the terms of the Agreement.
(iii) All legal prerequisites to the adoption of this Resolution have occurred.

B. Resolution.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF PLACENTIA DOES HEREBY FIND, DETERMINE AND RESOLVE AS FOLLOWS:

1. The City Council approves the Employment Agreement attached as Exhibit A;

2. The Mayor is authorized to execute the Agreement on the City's behalf, in a form approved by the City Attorney; and

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

APPROVED and ADOPTED this 3rd day of June, 2025.

Kevin Kirwin, Mayor
ATTEST:

Robert S. McKinnell, City Clerk
Resolution R-2025-28

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I, ROBERT S. MCKINNELL, CITY CLERK of the CITY OF PLACENTIA DO HEREBY CERTIFY that the foregoing Resolution No. 2025-XX was adopted at a regular meeting of the City Council held on the 3rd day of June, 2025 by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

Councilmembers:

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

Christian Bettenhausen,
City Attorney
Resolution R-2025-28

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CITY ADMINISTRATOR EMPLOYMENT AGREEMENT
This Agreement ("Agreement") is made, entered into, and to be effective June 3, 2025 ("Effective Date"), by and between the City of Placentia, a California Charter City ("City"), and Jennifer Lampman, an individual who has education, training and experience in municipal management ("Administrator"). Under this Agreement the City offers, and Administrator accepts, employment as City Administrator of the City.

A. Recitals.
i. In order to ensure that its governmental responsibilities are met at all times, the City must attract and retain management personnel who exhibit the highest degree of knowledge, experience, technical ability, professionalism, and leadership qualities.
ii. In order to attract and retain in its employment a City Administrator who possesses those qualities and experience necessary to fulfill the City's immediate and long-term objectives, the City Council, on behalf of the City, has determined that it is advisable to enter into this employment agreement with Administrator.
iii. It is the desire of City to continue the services of Administrator and to provide certain benefits, conditions of employment and set working conditions for Administrator.
iv. City and Administrator desire to enter into this Agreement in order to specify the terms and conditions of Administrator's employment with City.

Now therefore, in consideration of the mutual covenants contained in this Agreement, the parties agree as follows:

B. Agreement.

1. Term.

This Agreement shall remain in full force and effect from June 3, 2025 through City Administrator
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and including the date of termination of Administrator, unless otherwise provided herein.

2. Duties:

Administrator shall perform those duties and have those responsibilities and powers set forth in the City's Charter, Municipal Code and City Policies, as amended from time to time, including but not limited to those described in Section 802 of the Charter.

Administrator shall perform such other legally permissible and proper duties and functions as the City Council shall from time to time assign.

3. Devotion to City Business:

Administrator's position is full-time. Administrator shall not engage in any business, educational, professional, charitable, or other activities that would conflict or materially interfere with performance of her City Administrator duties, except as may be specifically authorized by the City Council.

4. City Council Commitments:

The relationship between the City Council and Administrator shall be governed by all applicable provisions of the City Charter, Municipal Code and City Policies, as amended from time to time, including but not limited to Section 610 of the Charter.

5. Termination of Employment and this Agreement; General Release; Severance:

A. At Will Employment. Administrator is an at will employee, and serves at the discretion of the City Council. The City Council may terminate Administrator's employment with the City immediately at any time, with or without cause, subject to the City's compliance with all other obligations in this Agreement.

B. Termination By City Without Cause.
1) If City Council, in its absolute discretion, terminates this Agreement (thereby terminating Administrator's employment) Without Cause, as determined by the affirmative votes of a majority of the members of the City Council, City shall be obligated to pay Administrator the Monthly Severance Benefit described in this City Administrator - 2 -
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Section 5.B. Following a termination Without Cause the City shall begin to pay Administrator, on a monthly basis, an amount equal to Administrator's then regular monthly Base Salary at the time of termination (the monthly payments being hereinafter referred to as the "Monthly Severance Benefit"). The Monthly Severance Benefits shall include the ability to continue participation, during the Severance Period (as defined below), in any medical, dental and vision plans Administrator and her dependents are currently enrolled in through the City at the time of termination ("Healthcare Benefit"). City would make normal contributions toward premiums effective at the time of separation. As a condition to Administrator's receipt of the Monthly Severance Benefit, Administrator must first sign and deliver to the City Council, and not revoke, a General Waiver and Release Agreement ("Release Agreement") in a form agreed upon by the City Attorney, releasing the City, its officials and employees from all liability. 2) Notwithstanding anything stated in this section 5.B. to the contrary, Administrator's right to receive the Monthly Severance Benefit payments shall automatically terminate upon the first to occur of the following: (a) the date which is nine (9) months from the date Administrator's employment is terminated from the City; or (b) the date when Administrator obtains full time employment with another employer (the period between Administrator's termination and the first to occur of either (a) or (b) above shall be hereinafter referred to as the "Severance Period"). While the Severance Period is in effect Administrator shall be required to actively solicit employment with other public agencies and employers.

C. Termination by City For Cause.
1) If City terminates this Agreement (thereby terminating Administrator's employment) for Cause, as determined by the affirmative votes of a majority of the members of the City Council, Administrator shall not be entitled to any additional compensation, payment or benefits specifically including the Monthly Severance Benefit.
2) As used in this Section 5C, the term "Cause" shall only mean any of the following:

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a. Conviction of, or plea of guilty or nolo contendre to, any crime or offense (other than traffic violations or similar offenses) which is likely to have a material adverse impact on the City or on the Administrator's reputation;
b. Proven failure of the Administrator to observe or perform any of her duties and obligations, if that failure continues for a period of thirty (30) business days from the date of her receipt of notice from the City Council specifying the acts or omissions deemed to amount to that failure. The thirty
business days does not include any period of leave that is acknowledged and required by state and/or federal law;
c. Conviction of any crime involving an "abuse of office or position," as that term is defined in Government Code
Section 53243;
d. Any willful, or grossly negligent action or inaction, by Administrator that materially and adversely: (a) impedes or disrupts the operations of City or its organizational units; (b) is detrimental to employees or public safety; (c) violates City's properly -established rules or procedures; or (d) is likely to have a material negative impact on the City or its reputation.
e. Moral Turpitude which is defined herein as (1) intentionally dishonest conduct, which is likely to have a material
negative impact on the City or its reputation; or (2) conduct which constitutes a blatant violation of moral conduct
standards. Acts of moral turpitude means a general
readiness to do evil, an act of baseness, vileness, or
depravity in the private and social duties which a person owes to other people, or to society in general, contrary to the accepted and customary rule of right and duty between people.

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D. In no event may Administrator be terminated within ninety (90) days after the certification of any municipal election for the selection or recall of one or more of the members of the City Council.

E. If, during the Term or any extended Term, Administrator dies, Administrator's estate shall receive any accrued salary and benefits, including any benefits under sections 7B and 7D of this Agreement. Administrator's estate shall not be entitled to any additional compensation, including but not limited to any Monthly Severance Benefit.

F. In the event Administrator is permanently disabled or is otherwise unable to perform her duties because of sickness, accident, injury, or mental incapacity for a period of three (3) consecutive months beyond any provided sick leave, the City may terminate Administrator's employment and this Agreement.

G. Administrator may resign from her employment at any time upon giving thirty (30) days written notice to the City Council. In the event of Administrator's resignation from employment, Administrator shall be entitled to any accrued salary and benefits, but Administrator shall not be entitled to any additional compensation or payments including but not limited to the Monthly Severance Benefit.

H. Notwithstanding anything stated herein to the contrary:
1) In the event Administrator is terminated because of conviction of any felony or other offense involving a violation of her official duties, misappropriation of public funds, or corruption in office, City shall have no obligation to pay any severance pay and benefits, including but not limited to the Monthly Severance Benefit. 2) Pursuant to California Government Code 53243.2, regardless of the terms of this contract, if the contract is terminated, any cash settlement related to the termination that Administrator may receive from the City shall be fully reimbursed to the City if Administrator is convicted of a crime involving an abuse of his or her office or position.
3) As stated in California Government Code 53244(a), a local public officer who is convicted by a state or federal trial court of any felony under state or federal law for conduct arising out of, or in the performance of, his or her official duties shall forfeit any contract right or other common law, constitutional, or statutory claim against a local City Administrator
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public agency employer to retirement or pension rights or benefits, however those benefits may be characterized, including lost compensation, other than the accrued rights and benefits to which she may be entitled under any public retirement system in which she is a member. The forfeiture provided by this section shall be in addition to, and independent of, any forfeiture of public retirement system rights and benefits pursuant to Section 7522.70, 7522.72, or 7522.74.

6. Compensation and Annual Evaluation:

A. Administrator's annual Base Salary shall be Two Hundred Seventy Thousand and Sixty Two Dollars and Twenty Eight Cents ($270,062.28). Said amount shall be payable in bi-weekly installments at the same time and in the same manner as other employees of the City are paid. Any increases to compensation shall be subject to City Council approval, unless specifically provided herein to the contrary.

B. The City Council, working in conjunction with Administrator, may set objectives each year for Administrator under this Agreement. The City Council may evaluate Administrator's performance at least once a year ("Annual Evaluation").

Following the completion of the Annual Evaluation the City Council may, in its absolute discretion, provide for a bonus or other increases as determined to be appropriate based on performance.

C. Cost -of -living adjustments or other across-the-board increases granted to City bargaining units and unrepresented management groups shall not apply to Administrator. All compensation increases shall be granted in the sole discretion of the City Council.

D. If the City intentionally reduces the Base Salary or any other material financial benefits of the Administrator, such action shall constitute a termination of this Agreement Without Cause under Section 5.A. of this Agreement, and Administrator shall be entitled to the Monthly Severance Benefit.

7. Benefits
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A. City agrees to provide and to pay the premiums for vision, dental, and comprehensive medical insurance for the Administrator and her dependents in an amount equal to that which is provided to other City executive management employees.

B. City agrees to put into force and to make required premium payments for short and long-term disability coverage for the Administrator on the same terms available to all other City executive management employees.

C. The Administrator may elect to submit once per calendar year to a complete physical examination, including a cardio-vascular examination, by a qualified physician under the City's medical plan selected by the Administrator, the co -pay cost of which shall be paid by City.

D. City shall pay the amount of premium due for term life insurance in the amount equal to one-half the Administrator's adjusted annual base salary and whole life insurance in the amount of one-half the Administrator's adjusted annual base salary, including all increases in the annual base salary during the life of this Agreement. The Administrator shall name the beneficiary or beneficiaries of the life insurance policies.

E. City agrees to match Administrator's contribution, dollar -for -dollar up to half of the normal annual deferral limit, up to the limits allowed by IRS regulations, to a qualified deferred compensation plan selected by Employer, including catch-up provision up to $31,000 if Administrator is at least age 50 at any time during the 2025 calendar year. The annual maximum will index up or down based on the annual deferral limit announced by the Internal Revenue Service. This match does not apply to the Last Three Years Catch- up Contribution.

F. City agrees to enroll Administrator in a 401(a) Retirement Governmental Money Purchase Plan (currently administered by MissionSquare Retirement). The City shall contribute a fixed contribution amount of 4% of her base pay. There are no voluntary or mandatory employee contributions to this plan.

G. Administrator understands she is not entitled to educational, longevity or other automatic increases to base pay, unless specifically authorized by the City Council.

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8. Pension:

City shall continue Administrator's enrollment in the California Public Employees Retirement System ("CaIPERS") in accordance with City's contract with CaIPERS for miscellaneous members and shall make all appropriate Employer contributions on Administrator's behalf. Administrator understands and agrees that the Administrator contribution to CaIPERS shall be deducted from Administrator's gross, and both the City and Administrator contribution shall be made in accordance with the provisions of the City's contract with CaIPERS.

9. Allowances:

Administrator's duties may require her to be available and to respond to the demands of City business at all times and outside of regular business hours. City shall pay Administrator six Hundred Dollars ($600.00) monthly in compensation for the use and maintenance of her personal vehicle on City business ("Auto Allowance"). The Auto Allowance shall not be reported as income for purposes of contribution or payment by City or Administrator to City's retirement plan. It is understood, however, that Administrator is solely responsible for the tax consequences of any allowances provided under this Agreement, whether under state or federal law.

10. Equipment:

City shall pay Administrator One Hundred Dollars ($100.00) monthly as a telecommunications allowance. The telecommunications allowance shall not be reported as income for purposes of contribution or payment by City or Administrator to City's retirement plan.

11. Business and Professional Expenses:

A. City recognizes that Administrator may incur expenses of a non -personal, job -related nature that are reasonably necessary to Administrator's service to City. City agrees to either pay such expenses in advance or to reimburse the expenses, so long as the expenses are incurred and submitted according to City's normal expense reimbursement procedures or such other procedure as may be designated by the City City Administrator - 8 -
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Council. To be eligible for reimbursement, all expenses must be supported by documentation meeting City's normal requirements and must be submitted within time limits established by City.

B. City agrees to pay the professional dues and subscriptions on behalf of Administrator which are necessary for Administrator's continuation or full participation in international, national, regional, state, or local associations and organizations necessary and desirable for Administrator's continued professional participation, growth and advancement, or for the good of the City.

C. City agrees to pay Administrator's travel and subsistence expenses for official travel, meetings, and occasions reasonably necessary to continue Administrator's professional development, and for Administrator's reasonable participation in necessary official and other functions for the City; including, but not limited to, national, regional, state, and local conferences, and governmental groups and committees on which Administrator serves as a member. Notwithstanding the above, the number of conferences or meetings City will pay for each year, and attendance at out-of-state conferences and meetings shall be at the discretion of the City Council as set forth in the City's budget.

12. Vacation, Holiday and Other Leave:

A. Upon the Effective Date of this Agreement, Administrator has already been credited with her annual hours of Alternative Health and Wellness Program (AHW). At the beginning of each fiscal year thereafter, Administrator shall receive ninety-six (96) hours of AHW consistent with the terms of the City's AHW program.

B. Administrator shall accrue Paid Time Off (PTO) leave at a rate of 6.46 hours per biweekly pay period.

C. Upon the Effective Date of this Agreement, Administrator has already been credited with her annual hours of Management Administrative Leave (MAL). Beginning the first day of January thereafter, Administrator shall be credited up to one hundred (100) hours of MAL hours. In the event a higher number of MAL hours are awarded to the executive management group in a respective calendar year, this number would change to equal said amount. MAL may be used for leave purposes only and will have no cash City Administrator - 9 -
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value. In addition, MAL hours must be utilized in the calendar year credited, and any remaining balance may not be carried over to the next calendar year. The use of MAL time shall be at the discretion of the Administrator, but shall be reported to, and its use may be rejected by, the City Council.

D. Administrator shall be entitled to military reserve leave time pursuant to state and federal law and City policy.

13. Abuse of Office or Position:

If Administrator is convicted of a crime involving an abuse of her office or position, all of the following shall apply: (a) if Administrator is provided with administrative leave pay pending an investigation, Administrator shall be required to fully reimburse City such amounts paid; (b) if City pays for the criminal legal defense of Administrator (which would be in its sole discretion, as it is generally not obligated to pay for a criminal defense), Administrator shall be required to fully reimburse City such amounts paid; and (c) if this Agreement is terminated, any Severance Pay and Severance Benefits related to the termination that Administrator may receive from City, including but not limited to the Monthly Severance Benefit, shall be fully reimbursed to City or shall be void if not yet paid to Administrator. For purposes of this Section, abuse of office or position means conviction of a crime by a court of law for either: (1) an abuse of public authority, including waste, fraud, or violation of the law under color of authority; or (2) a crime against public justice.

14. Enforcement of this Agreement:

The prevailing party in any action brought to enforce this Agreement or to resolve any dispute or controversy arising under its terms and conditions shall be entitled to payment of his/her/its reasonable attorneys' fees and costs. The venue for any action in enforcement of this Agreement shall be before the Superior Court for the County of Orange.

15. Communications Upon Administrator's Separation Without Cause:

Only in the event of a termination Without Cause, City and Administrator agree that neither party will make disparaging comments about the other, or about any of the City Administrator - 10 -
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City's public officials or employees, for a period of twelve (12) months from the date of Administrator's termination. As used herein, "disparaging" shall mean "to lower in esteem; discredit; to speak slightingly of; show disrespect for; belittle." (Webster's New World Collegiate Dictionary, Fourth Ed., IDG Books Worldwide, Inc., pg 414). Nothing herein prevents either party, or its officers or employees, from truthfully answering questions made under oath in a legal proceeding. Any press release concerning Administrator's termination Without Cause shall be mutually agreed upon between the parties. Either party may verbally repeat the substance of the joint press release or statement.

16. Indemnification:

Consistent with the California Government Code, City shall defend, hold harmless, and indemnify Administrator, using legal counsel mutually acceptable to the Parties, against expense or legal liability for acts or omissions by Administrator occurring within the course and scope of Administrator's employment under this Agreement. Legal representation, provided by City for City Administrator, shall extend until a final determination of the issues including any and all losses, damages, judgments, interest, settlements, fines, court costs, and the reasonable costs and expenses of legal proceedings, including appeals, and including attorneys' fees, and expert witness fees and all other trial and appellate costs, imposed upon, or suffered by Administrator, which are directly related to the claim, action, suit, or proceeding. In the event there is a conflict of interest between City and Administrator such that independent counsel is required for Administrator, Administrator may engage his/her own legal counsel, in which event City shall indemnify Administrator, including direct payment of all such reasonable costs related thereto.

17. Notices:

Any notices to be given hereunder by either party to the other in writing may be effected either by personal delivery, mail, or email. Mailed notices shall be addressed to the parties as set forth below, but each party may change his/her/its address by written notice given in accordance with this Section. Notices delivered personally or by email will City Administrator - 11 -
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be deemed communicated as of actual receipt. Mailed notices will be deemed communicated and received as of three (3) calendar days following the date of mailing.

CITY:

City of Placentia
Attention: Mayor
401 E. Chapman Avenue
Placentia, CA 92870
ADMINISTRATOR: Jennifer Lampman
401 E. Chapman Avenue
Placentia, CA 92870

18. Conflict With City Charter or Municipal Code:

The terms of this Agreement shall govern the relationship between the City and Administrator. Notwithstanding the foregoing provisions of the City's Charter, Municipal Code and Policies which specifically define the roles, duties, responsibilities and limitations of the office of City Administrator, shall have preeminence in defining the relationship between the parties.

19. Entire Agreement:

This Agreement represents the entire agreement between the parties and supersedes any and all other agreements, either oral or in writing, between the parties with respect to the employment of Administrator by City and contains all of the covenants and agreements between the parties with respect to that employment. Each party to this Agreement acknowledges that no representations, inducements, promises, or agreements, oral or otherwise, have been made by either party, or by anyone acting on behalf of either party, which are not embodied herein, and that no other employment agreement, statement, or promise not contained in this Agreement shall be valid or binding upon either party.

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20. Modifications:

Any modifications to this Agreement shall be effective only if in writing and signed by both of the parties hereto, unless specifically provided herein to the contrary.

21. Effect of Waiver:

The failure of either party to insist upon strict compliance with any of the terms, covenants, or conditions of this Agreement by the other party shall not be deemed a waiver of that term, covenant, or condition, nor shall any waiver or relinquishment of any right or power at any one time or times be deemed a waiver or relinquishment of that right or power for all or any other times.

22. Partial Invalidity:

If any provision of this Agreement is held by a court of competent jurisdiction to be invalid, void or unenforceable, the remaining provisions shall nevertheless continue in full force without being impaired or invalidated in any way.

23. Governing Law:

This Agreement shall be governed by and construed in accordance with the laws of the State of California.

This Agreement is entered into this
day of , 2025.

CITY OF PLACENTIA CITY ADMINISTRATOR
By:

Kevin Kirwin, Mayor Jennifer Lampman
Attest:

Robert McKinnell, City Clerk
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Approved as to Form:

Christian Bettenhausen, City Attorney
City Administrator
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Agenda Item No: 2.a

PLACENTIA CITY COUNCIL AGENDA REPORT
Meeting Date: June 3, 2025
Submitted by: Jennifer Lampman
From: Finance
Subject:

City of Placentia Fiscal Year 2025-26 Annual Operating Budget, Position Allocation Plan, Annual Gann Appropriations, Capital Improvement Program, and Placentia Public Financing Authority Annual Budget
Financial Impact:

Fiscal Impact:

FY 2025-26 Expenditures: $92,686,878
Revenue $89,665,708
Summary:

In accordance with City Charter Section 1203, the City Administrator must present the Proposed General Fund Operating Budget to the City Council for consideration at least 35 days prior to the beginning of each fiscal year. This item being presented for the City Council's review and consideration is the Fiscal Year 2025-26 Proposed Operating Budget and Capital Improvement Program (CIP). Under the direction of the Acting City Administrator, the Finance Department conducts the analysis and makes projections required to complete the budget document after receiving input from all City departments and specialized consultants.

At the May 20, 2025 study session, the City Council requested a special meeting to discuss possible reductions to the Proposed FY 2025-26 budget. The outcome of that discussion, set for June 2, 2025, and subsequent action by the City Council may change the numbers presented in this staff report and the attached budget document.

Recommendation:

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

1. Open the Public Hearing concerning the City of Placentia Budget for Fiscal Year 2025- 26 and Capital Improvement Program (CIP) for Fiscal Year 2025-26, consider all public testimony, ask questions of Staff, and close the public hearing; and

2. Adopt Resolution No. R-2025-25, a Resolution of the City Council of the City of Placentia, California, taking actions necessary to adopt the Fiscal Year 2025-26 Annual Budget; and taking actions necessary to adopt the Fiscal Year 2025-26 Capital Improvement Program (CIP) Budget with an appropriation of $11,400,479; and authorizing the Position Allocation Plan and Compensation Plan for Fiscal Year 2025-26; and
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3. Authorize the City Administrator to release appropriation controls for the General Government Department and Risk Management fund outside of the normal quarterly process, as necessary; and

4. Approve the use of the County's population growth and California per capita income growth as determined by the State Department of Finance for the calculation of the Fiscal Year 2025-26 Annual Appropriation Limit; and

5. Adopt Resolution R-2025-26, a Resolution of the City Council of the City of Placentia, California, approving and adopting the Annual Appropriations Limit (GANN) for the Fiscal Year 2025-26 in the amount of $128,022,711.

It is recommended that the Placentia Public Financing Authority take the following actions:

1. Conduct the Public Hearing concerning the Placentia Public Financing Authority Budget for Fiscal Year 2025-26; and

2. Adopt Resolution No. PPFA-2025-01, a Resolution of the Placentia Public Financing Authority (PPFA) Board of Directors of the City of Placentia, California, taking actions necessary to adopt the PPFA's Fiscal Year 2025-26 Annual Budget.

Strategic Plan Statement:

This item is consistent with the City Council approved Strategic Plan Goal 1: Ensure Long - Term Fiscal Sustainability, but not one specific Objective.

Discussion:

Please see attached staff report.

Attachments
Staff_Report_-_2025-26_Proposed_Budget_6.3.25a.docx
Attachment 4 - Resolution PPFA-2025-01 - FY25-26 Budget Report.docx Attachment 2 Appendix A Position Allocation Plan FY25.26.pdf Attachment 3 Exhibit A GANN APPROPRIATIONS LIMIT 25-26.pdf Job Spec. Police Records Technician.docx
Job Spec. Senior Building Permit Technician.docx
Job Spec. Support Services Administrator.docx
Attachment 2 - Resolution R-2025-25 - FY 25-26 Budget and CIP.docx Staff Report Attachment 2 FY25-26 Proposed Budget 6.3.25.pdf Staff Report Attachment 1 2025-26 Proposed Budget Study Session Presentation Attachment_3_-_Resolution_R-2025-26_-_FY_25-26_Appropriations_Limit (1).docx Attachment 2 Appendix B Salary Tables for HR Effective July 1, 2025 FY25-26.pdf 473

TO:

VIA:

FROM:

DATE:

SUBJECT:

Placentia City Council

AGENDA REPORT

CITY COUNCIL

ACTING CITY ADMINISTRATOR

DIRECTOR OF FINANCE
JUNE 3, 2025
CITY OF PLACENTIA FISCAL YEAR 2025-26 ANNUAL OPERATING BUDGET,

POSITION ALLOCATION PLAN, ANNUAL GANN APPROPRIATIONS, CAPITAL

IMPROVEMENT PROGRAM, AND PLACENTIA PUBLIC FINANCING

AUTHORITY ANNUAL BUDGET
FISCAL
IMPACT: FY 2025-26 EXPENDITURES: $92,686,878
REVENUE: $89,665,708
SUMMARY:

RECOMMENDATION:

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

1. Open the Public Hearing concerning the City of Placentia Budget for Fiscal Year 2025-26 and Capital Improvement Program (CIP) for Fiscal Year 2025-26, consider all public testimony, ask questions of Staff, and close the public hearing; and

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3. Authorize the City Administrator to release appropriation controls for the General Government Department and Risk Management fund outside of the normal quarterly process, as necessary; and

It is recommended that the Placentia Public Financing Authority take the following actions:

1. Conduct the Public Hearing concerning the Placentia Public Financing Authority Budget for Fiscal Year 2025-26; and

DISCUSSION:

The Proposed Budget provides a funding guide that reflects the City's priority to provide effective, high -quality public services that foster safety, quality of life, and economic prosperity throughout our community.

The proposed budget was developed with a focus on repositioning the City's financial position to one that's sustainable in both the short and long term, prioritizes economic development that will enhance the City's sales and transient occupancy tax bases, enhances public safety, replenishes reserves, and allows flexibility to respond to changes in the economy outside our control such as tariffs, inflation and changes in consumer spending.

The City, like many other public agencies, is facing economic challenges that has necessitated a return to fundamentals wherein every program, contract, capital project and service offered by the City have been carefully scrutinized with only the most vital included in the proposed budget.

While challenging, this analysis will enable the City to focus its resources on providing the highest level of service in its core functions while pausing or reassessing auxiliary programs.

Yet it's not all bad news! This "back to basics" approach aligns perfectly with the City's upcoming centennial celebration which begins January 2026 with events planned throughout the year to celebrate one hundred (100) years of the Placentia community! In addition, the City continues to improve the city's infrastructure with a renewed emphasis on street improvements, renovations of parks and playgrounds and several new businesses recently opened or opening soon within the 475

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community such as Chick Fil-A, Tru Hotel by Hilton, Primecut Taqueria and a variety of coffee houses.

FY 2025-26 Proposed Budget Summary
The proposed FY 2025-26 citywide operating budget is $92.7 million, a decrease of 6.6% from the Adopted FY 2024-25 budget. These expenses are supported by $89.7 million in revenue, a decrease of 5.9% from the current fiscal year's Adopted budget, as well as unassigned fund balance in some special revenue funds. These total figures reflect revenues and expenses for all funds citywide including the General Fund, Enterprise
Funds, Debt Service Funds and Special Revenue Funds.

Enterprise Funds are proprietary funds supported by user fees and charges that operate much like a private
business. The rates charged to customers for these
services cover the costs of operation, maintenance and
capital and infrastructure improvements. The City
maintains two Enterprise Funds including Sewer and Solid Waste (Refuse). Expenditures for FY 2025-26 for these
funds are proposed to be $5.9 Million for both operating and capital expenses.

Internal Service Funds, including employee health and
welfare, risk management, and equipment replacement
account for activities provided to one City department by another City department. The Proposed FY 2025-26
budget includes $5.7 million in funding for these funds.

Special Revenue Funds are funds legally restricted to a specific purpose. Examples of Special Revenue Funds
include the Gas Tax Fund and the Community
Development Block Grant (CDBG). In total, expenses in
Special Revenue Funds are proposed at $21.0 million for FY 2025-26 inclusive of Measure U.

Proposed revenues and expenses by fund type are outlined below:

Special
Revenue
Funds
n erna
Services Funds
Enterprise Fund
Fund Type
Genera
I Fund
Agency
Debt
Service
Fund T •e
Revenues Expenditures &
Transfers In Transfers Out
Net
Incr/ Decr)
General Fund
Special Revenue
Debt Service
Enterprise
Capital Projects Fund
53,543,058
18,017,996
403,300
6,392,880
52,654,458
20,996,497
403,300
5,850,885
355,700
888,600
(2,978,501)
541,995
(355,700)
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Internal Service
Fiduciary
Agency Fund
5,548,700
4,290,600
1,469,174
5,662,700
5,290,600
1,472,738
(114,000)
(1,000,000)
(3,564)
Totals 89,665,708 92,686,878 (3,021,170)
General Fund
The General Fund is the primary operating fund of the City and supports fundamental services including Police, Fire & Life Safety, Development Services, Community Services and general administration. Revenue for this fund comes from general taxes such as property tax, sales tax, transfers from Measure U, transient occupancy taxes as well as a variety of user and permit fees and other smaller sources. The Proposed Budget for FY 2025-26 for the General Fund is $52.7 million in operating expenses, an increase of $1.7 million or 3.4% from the Adopted FY 2024-25 budget, supported by $53.5 million in operating revenue, an increase of $3.1 million or 6.2% from the Adopted FY 2024-25 budget.

Compared to fiscal year 2024-25, the FY 2025-26 budget does not incorporate the use of the 10% reserve contribution from Measure U of $888,600 outlined in Policy 460 to support day-to-day operations. Instead, these funds will be added to the General Fund Measure U Contingency Reserve to replenish reserve fund balance which have been decreased in recent years due primarily to construction of the public safety building.

General Fund Revenue Highlights
Property Tax revenue in FY 2025-26 is projected to be $22,755,799, an increase of $959,776, or

4.4% over the FY 2024-25 Amended budget. Increases in property tax are due to a combination of property turnover and resulting
reassessments and the two percent (2%) per
year inflation factor for property assessments
allowable under Proposition 13. Property tax
for FY 2025-26 includes the General Fund's
portion of the increase in assessed value of
the Cenza property (50%), with the Enhanced
Infrastructure Financing District (EIFD) being Transient Occupancy
allocated the other fifty percent (50%o). Tax
Through the end of 2024, the City continues 4%
to maintain a high number of properties Utility Users
assessed at their pre -1978 value, with 13.2% Tax Franchise a Fees
Fines &
of all citywide parcels and 10.6% of single- 6i Forefeitures Transfers Ir 6e family residences still assessed well below 1% 2%
market value. As these properties turn over
and are assessed at market value, the City's property tax should continue to increase at a higher percentage than the 2% maximum CPI allowable under Proposition 13. 477

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Sales Tax, excluding Measure U, is projected to increase slightly by $116,000, or 1.4% in FY 2025-26 from the Amended FY 2024-25 budget and totals approximately $8.4 million. While an increase over the current fiscal year, the projected figure is still $100,000 lower than the amount of sales tax the City received three years ago in FY 2022-23. This trend is not unique to Placentia as sales tax is directly impacted by economic fluctuations due to inflation, tariffs, a potential recession and other influences such as minimum wage increases and store closures. The City's sales tax consultant is projecting an increase in sales tax of 1.6% statewide in FY 2025-26 for all retail categories with increases in fuel/ service stations (3.0%), restaurants/ hotels (2.8%) and State and County pools (3.0%) offset by decreases in building/ construction (-1.0%) and food/ drugs (-0.5%). Specific reasons behind their projections include:
• Prolonged higher interest rates and the threat of tariffs which have negatively impacted purchases of new and used automobiles.
• Lower fuel prices reducing receipts from fuel and services stations in recent years. As six of the City's top 25 sales tax producers are fuel stations, this has significantly impacted the City's sales tax receipts. However, this category is anticipated to increase by three percent (3%) in FY 2025-26 due to tighter environmental regulations and the anticipated closures of two refineries in California in the next two years leading to higher fuel prices. • Closure of larger chain store locations such as Joann's Fabrics, Walgreens and others.

Transient occupancy tax (TOT), otherwise known as the "bed tax" is a 10% tax paid by visitors staying overnight in one of our local hotels and/or short-term rentals operating within the City. The Proposed Budget assumes $1,915,000 in revenue, 4.1% higher than the FY 2024-25 Adopted Budget. This increase is due to a combination of growth in the travel industry, higher nightly hotel rates and a slightly higher number of short-term rentals operating within the City.

Fines & Forfeitures are projected to increase 12% to $644,200 from the prior fiscal year due mainly to slight increases in parking citations.

Intergovernmental revenue is revenue from outside government agencies including County, State General Fund Historical Revenues
$21,000,000
$11,000,000
$1,000,000
FY19/20 FY20/21 FY21/22 FY22/23 FY23/24 FY24/25 FY25/26 Property Tax -Sales Tax Other Revenues Franchise Taxes Utility Users Tax 478

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and/or Federal sources and are usually related to grants and/or reimbursement for mandated training in the Police Department. Revenues for FY 2025-26 is relatively flat compared to the FY24-25 Adopted budget with a modest $17,000 increase to $329,015.

FY 2024/25
ip--
FY 2025/26
Variance o
Amended
Revenue
Amended Budget
Proposed Budget
Budget
Property Taxes
21,796,023
22,755,799

4.4%
Sales & Use Taxes
8,333,000
8,449,079

1.4%
Other Taxes
8,396,040
8,852,995

5.4%
Permits/Licenses
3,003,903
3,073,242

2.3%
Fines & Forfeitures
575,000
644,200

12.0%
Intergovernmental
1,464,103
329,015
(77.5%)
Charges for Services
1,945,786
1,885,975
(3.1 %)
Miscellaneous
2,254,237
2,159,260
(4.2%)
Total Operating Revenues
47,768,092
48,149,565

0.8%
Transfers In
Measure U Transfers -In
465,100
950,493
104.4%
Employee Retention
2,665,800
2,665,800
-
Measure U Reserve
888,600
888,600
-
OPEB
888,600
888,600
-
Total Transfers In
4,908,100
5,393,493

9.9%
Total Resources
52,676,192
53,543,058

1.6%
General Fund Expenditure Highlights
General Fund expenditures are broken into three distinct types- operating, debt service and capital. Operating expenses are those required to support the day-to-day operations of the City including personnel expenses, professional services, maintenance expenses and training and are supported by revenue generated in the same fiscal year the expenses occur. Debt service supports the principal and interest payments on loans and bonds the City has used to finance capital projects and/or pension obligations. Capital expenses are one-time expenditures for large purchases such as vehicles, technology upgrades and other equipment that has a useful life exceeding one year and are typically funded with one-time funding sources such as reimbursements, development agreements, or the use of unassigned fund balance.

The Proposed FY 2025-26 General Fund Budget includes $46.4 Million in department expenses and $6.3 million for debt service and transfers for a total of $52.7 million. This represents an increase of 3.4% for the General Fund from the current fiscal year's adopted budget.

Proposed General Fund budgets for the respective departments are listed below:
479

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Departments
FY 2024/25
Amended
Budget
FY 2025/26
Proposed
Bud.et
Variance to
Amended
Bud.et
Legislative
1,175,316
1,006,073
(14.4%)
City Administrator
1,536,501
752,975
(51.0%)
Administrative Services
5,780,344
5,576,750
(3.5%)
Human Resources
968,700
880,400
(9.1%)
Finance
1,432,100
1,495,000

4.4%
Development Services
1,935,400
1,927,352
(0.4%)
Police
14,638,308
14,716,986

0.5%
Fire & Life Safety
5,492,918
5,402,550
(1.6%)
Public Works
4,841,256
4,685,350
(3.2%)
Community Services
3,441,650
3,548,786

3.1%
General Government
5,259,700
6,300,136

19.8%
Transfers Out
143,756
61,000
(57.6%)
Total Operating Expenses
46,645,949
46,353,358
(0.6%)
Capital Improvement Program
(CIP)
3,114,628
-
-
Debt Service
6,458,866
6,301,100
(2.4%)
Total Expenditures
56,219,443
52,654,458
(6.3%)
Significant Changes
In preparing this budget, staff initially projected a deficit due to the nominal increase in revenues compared with significantly increased expenses, many of which were outside the City's control including:
➢ Increase in the required Unfunded Actuarial Liability (UAL) payment to CaIPERS from $447,000 to $917,000 as a result of their rates of return for recent fiscal years. This UAL payment is in addition to the $4.1 million debt service payment for the 2020A lease revenue bonds that were issued to pay off the City's UAL in 2020. $1.5 million increase in personnel expenses per various memoranda of understandings and anticipated merit increases citywide.
➢ An increase of $463,000 for general liability and workers' compensation insurance citywide. ➢ An increase of $52,000 for the animal services contract with the County of Orange. ➢ Increased costs of utilities including gasoline and electricity. 480

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Placentia City CouncilJune 3, 2025

Placentia City Council
June 3, 2025