We feel there are several key factors as to why AGA is the right choice for the City:
We have the in house capability to provide all the traffic engineering services required by the City.
Our staff have completed more traffic signal coordination projects in Southern California than any other consultant Our engineers have provided coordinated timing plans for more than 6,500 traffic signals across multiple jurisdictions with d variety of hardware and software ptatforrns.
ACA's proposed project design team has successfully worked together an numerous traffic signal upgrade and safety projects having completed design plans for approximately 150 traffic signals last year alone.
We provide coordination between City staff and consultants for traffic requirements related to Capital Improvement Projects ICIPI.
Our staff includes Registered Professional Civil Engineers and Traffic Engineers, as welt as IMSA certified Traffic Signal Technicians. this unique combination of skilled professionals allows us to ensure trouble-free projects from the outset of design through implementation and into operations. We do more than simply prepare traffic signal modifications — ive octuotfy make rhe systems work for our dents
File are capable of providing grant application support for state, federal, and various local funding opportunities as we have done for numerous municipal agencies across Southern California, The City would be hard pressed to find another consulting firm with staff who are more familiar with the technical complexities of various projects as well as the political importance of success The AGA project team is highly qualified to complete projects as defined in the RFP in a professional, timely, and cost-effective manner. Key staff members previous and current work for public agencies has provided them with a unique understanding of the desires and needs of our municipal clients so that we 'get it right" the first time. This proposal demonstrates our capabilities to provide the services requested per the RFP and describes our team's traffic, transportation and civil engineering expertise and experience a'id provides local agency references, staff resumes, and details our understanding of the scope of services required by the City.
I, Greg Wong, Vice President, am duly authorized to negotiate with the City and contactually bind the firm with my signature. If you have any questions on any aspect of this proposal, please contact me at (714) 992-4592 or [email protected]
Respectfully Submitted,
AGA FNG!NFFRS; INC.
Greg Wong, P.E.
Vice President
On -Call Traffic Engineeering Services
Table of Contents
Executive Summary 1
Project Team Organization 2
Key Personnel 2
Subconsultants 5
Firm Experience 7
Relevant Project Experience and References 9
Project Understanding & Approach 11
Scope of Work 12
Traffic Signal Operation Management 12
Traffic Engineering 15
Schedule 24
Required Proposal Statements 25
Exceptions 25
Resource Allocation and Cost Proposal 25
Appendix
Resumes of the AGA Team
Page i
On -Call Traffic Engineeering Services
Executive Summary
The City of Placentia is seeking professional consultants to provide on-call traffic engineering services.
These services are divided into two categories: Traffic Signal Operation Management and Traffic Engineering. AGA Engineers, Inc. (AGA) has the experience and qualifications to conduct all the tasks listed under the Scope of Services in the RFP.
Our proposed project team will be headed by Mr. Chalap Sadam, P.E., T.E., President, who will serve as the Project Manager and be the primary point of contact with the City. He will be supported by Mr. Krishna Patel who will serve as our Quality Assurance/Quality Control Manager, Mr. Ruben Perales, P.E., T.E., Vice President, who will be responsible for Transportation Engineering and Design tasks, Mr. Greg Wong, P.E., Vice President, who will be responsible for Transportation Planning and Traffic Studies, and Mr. Phillip Fuentes, Senior Signal Systems Specialist, who will be responsible for Traffic Signal Operations and Monitoring Support.
The subconsultants we will be working with are Aim Traffic Data, who will be responsible for data collection tasks, and CEJ Engineers, who will be responsible for civil engineering tasks.
It is important to note that AGA has extensive experience working in the City. Since 2010 the AGA Team has conducted numerous traffic studies, prepared
traffic signal modification plans at several
intersections, prepared several railroad grade
separation plans, and developed traffic signal
timing plans.
AGA was instrumental in migrating the City's
outdated traffic signal central system to the
new Econolite Centracs ATMS currently running
in the City. A traffic signal communications
master plan was prepared by AGA to provide
the City with a roadmap for traffic signal
communication related improvements that
may be implemented through future City
projects.
AGA also worked on several of the OCTA
Regional Traffic Signal Synchronization Program
projects which included corridors traveling
through Placentia such as Bastanchury Road,
Chapman Avenue, Kraemer Boulevard,
Placentia Avenue, Rose Drive, Orangethorpe
Avenue, and Yorba Linda Boulevard.
r
Celt d Pucw.,,
Our experience on these project means that the AGA Team is already highly familiar with the City's expectations and requirements on various types of projects that are critical to City. Therefore, our team can readily be available to provide the City, the needed on-call traffic engineering services immediately.
The following pages outline our team's specific experiences and technical competence, along with references and representative projects in the order specified by the RFP.
ACTik Page 1
On -Call Traffic Engineeering Services
Project Team Organization
Contact Information:
AGA Engineers, Inc.
211 Imperial Highway, Suite 208
Fullerton, CA 92835
(714) 992-4592
[email protected]
Website: agaengineersinc.com
AGA Engineers, Inc. (AGA) will be the Prime Consultant. AGA is a California S Corporation with 17 employees, many of whom have worked together for at least five years and the executives have worked together for over 20 years, which is a respectable indication of the stability and compatibility of our team.
AGA was founded in 2020 by Mr. Chalap K. Sadam, former Vice President and co-founder of Albert Grover & Associates, which was founded in 1993. The new company was formed after the passing of the founder and CEO, Mr. Albert Grover. After acquiring certain assets from Albert Grover & Associates, and under the leadership of Mr. Sadam, AGA has retained a similar culture and the practices that made our transition seamless to all our clients — largely due to retention of our core team of senior and professional staff who worked under the former company. Our engineers bring more than 30 years of their expertise and experience to AGA allowing us to continue to successfully work for our clients.
Key Personnel
Our designated Project Manager will be Mr. Chalap Sadam, P.E., T.E., President. He will be the Project Manager for all proposed projects/tasks in the RFP and will be the responsible representative for all of AGA's work in the City. As such, he will remain in charge through the contract period and will be the primary point of contact with the City. He will be personally responsible for all project work efforts and deliverables.
As a founding member of AGA and with over 35 years of experience, Mr. Sadam is a recognized expert of traffic signal communications, Intelligent Transportation Systems (ITS), Traffic Management Centers (TMC), centralized traffic signal systems and video management systems. He is an insightful leader among tenured professionals and provides guidance to our junior -level staff. His aim is always to establish the most effective and interactive systems possible for large projects, particularly for projects involving multiple jurisdictions. His ability to facilitate traffic signal synchronization projects makes him a valuable asset for our clients and the AGA team.
Mr. Sadam has been an integral team leader for traffic signal and safety projects including the recent SSARP projects in Fountain Valley, Rialto, and Placentia, as well as the Citywide Traffic Analysis project for the City of Torrance. He provides expertise in the preparation of traffic impact studies, development of transportation planning models to evaluate long range impacts, development of signal coordination master plans, preparation of traffic signal coordination timing plans, design and operation of traffic signal systems, design of intersection improvement plans, traffic signal interconnect plans that include the latest advances in ITS technologies, traffic accident analyses, and recommendation of mitigation measures.
Mr. Sadam has performed traffic studies, feasibility studies, safety studies, Major Investment Studies (MIS), long-term roadway improvement studies, and transportation -related Master Plan studies for countless cities and counties throughout Southern California. He is also well-known for his studies involving Regional Traffic Signal Synchronization Programs (RTSSP), working effectively to promote multijurisdictional cooperation between State (Caltrans), county, and city entities to synchronize traffic signals for multiple major corridors in Orange County, Los Angeles County and the San Bernardino Valley.
On -Call Traffic Engineeering Services
In addition to Mr. Sadam's expertise and technical acumen, which ensure successful projects, our clients most appreciate his commitment to establishing the most effective and interactive systems possible for both large and small projects. Whether facilitating award-winning, multi -million -dollar, multi - jurisdictional transportation communications projects, or applying his expertise to single intersection traffic operations, he stands out as a meticulous, innovative planner/designer, and an outstanding leader of the AGA team. He is also an insightful leader among tenured professionals and provides guidance to our junior -level staff.
Mr. Krishna Patel, Principal Transportation Engineer, will provide project oversight and quality control for all projects/work products. His attention to detail and valuable insights makes him an excellent overseer of our work products. He has over 41 years of extensive experience with multiple facets of municipal administration, operations, and maintenance. As Director of Public Works at the City of San Dimas, he was responsible for the overall direction, coordination, and management of the department's programs and services. Some of his duties included providing plan checks and inspection of land development projects, inspection of major capital improvement projects including street maintenance, traffic signals, bikeways, sewers, and storm drains. He also supervised the Street Division, overseeing approximately 125 miles of city streets, streetlights, traffic signals and other various public infrastructures.
Mr. Greg Wong, P.E., Vice President will be Task Manager for Traffic Study Reviews and Signal Timing tasks. He has over 28 years of experience and has completed numerous projects involving state, local, and private agencies. He is involved with developing transportation safety studies, sight distance analyses, traffic signal and stop sign warrant analyses, signal timing development, capacity and Level of Service (LOS) analyses, and environmental impact report review and analysis. He conducts traffic impact studies and assesses traffic impact fees. He is skilled at conducting trip generation studies, reviewing traffic impact analysis, and using a variety of traffic modeling software for both transportation planning and traffic signal operations purposes. He has provided transportation planning services for a variety of projects such as assessing land development projects, reviewing project development traffic signals and site plans, traffic impact studies/analyses, parking and circulation analyses, and traffic forecasting and modeling.
He has been instrumental in developing hundreds of signal timing plans, including timing plans for almost every city in Orange County under the OCTA traffic signal synchronization program. Mr. Wong has extensive experience with various traffic control systems and both arterial and grid type traffic signal coordination timing. He has developed signal timing for 25 separate arterial signal synchronization projects in Orange County alone. He provided timing and signal coordination for the OCTA Euclid Street Signal Synchronization Demonstration Project to improve traffic flow operations along the interjurisdictional 15 -mile corridor of Euclid Street from Imperial Highway to 1-405 freeway, coordinating 66 traffic signals. This project became the OCTA template for identifying appropriate procedures and techniques for improving and optimizing traffic carrying capacity of arterial roadway.
Mr. Wong was also responsible for the signal timing and implementation for AGA's extensive project for SBTCA to develop traffic signal timing and implementation for approximately 650 intersections covering about 150 miles of arterial highway—a project for which AGA won the CTF 2011 Award as "Local Street Project of the Year," a great honor for the AGA Team.
Mr. Wong has managed numerous Traffic Signal Synchronization Program (TSSP) projects where he analyzed traffic patterns, provided recommendations and designs for upgrading traffic signals to the latest CA MUTCD guidelines, Caltrans standards and ADA guidelines. He also has vast experience with traffic signal operations which he applies to many traffic engineering applications. He is familiar with many of
On -Call Traffic Engineeering Services
the traffic signal controller programs and traffic signal central systems as well as running Automated Traffic Signal Performance Measures (ATSPM) data from the central systems. He has developed traffic signal coordination timing plans for over 1,000 traffic signals throughout Southern California. His knowledge of traffic signal operations enables him to evaluate cost-effective safety measures through traffic signal timing, traffic signal modification plans, and safety assessment studies.
Mr. Wong is currently the contract On -Call Traffic Engineering Support for the City of La Habra. He reviews proposed development site and circulation plans, traffic signal plans, and traffic impact studies. He responds to resident concerns regarding parking, red curb/sight distance requests, school traffic, day-to- day traffic signal monitoring, and operations. He currently is a member of La Habra's Traffic Committee and meets monthly with the group to discuss various transportation topics, projects and concerns throughout the City of La Habra.
Mr. Ruben Perales, P.E., T.E., Vice President, will be the designated Task Manager for Plan Development tasks. He has over 21 years of experience completing projects involving state, local, and private agencies.
He has prepared design plans and overseen construction of a number of ITS system improvements for multiple OCTA -led and city -led corridor projects, including Adams Avenue, Alicia Parkway, Baker Street - Placentia Avenue, Irvine Center Drive and Malvern Avenue/Chapman Avenue corridors and has also worked on multiple Traffic Signal Synchronization Projects throughout Orange and Los Angeles Counties.
Mr. Perales regularly prepares conceptual improvement plans, signal design plans, signal coordination plans, and intersection improvement plans to upgrade controllers and connect existing fiber for communication purposes. He has prepared plans for Caltrans, the County of Los Angeles, cities of San Dimas and Montclair, as well as various private developers such as Home Depot and Walmart. He conducts field topographic surveys in order to develop design plans to improve intersection safety and update signal hardware to current standards.
His experience also includes street and highway improvement projects, local city projects, private development projects, and Traffic Signal Synchronization Program (TSSP) projects. He conducts level of service analyses, prepares traffic signal signing/striping plans, prepares detour plans, conducts plan checking, intersection level of service analyses, signal design and signal modification plans and specifications (PS&E), and intersection improvement plans to upgrade controllers and connect existing fiber for communication purposes — often in cooperation with Caltrans.
Mr. Perales currently represents the City of San Dimas as their Contract Traffic Engineer. He is responsible for managing engineering related functions such as warrant studies, roadway and intersection designs, traffic analysis and operations relative to traffic control devices, and review of traffic engineering reports and plans (private developments and City capital improvement projects). As part of AGA's current on-call contract with the City of Laguna Beach, he assists the City with a variety of traffic engineering tasks including traffic studies, speed surveys, traffic calming studies, signing and striping plans, traffic signal operation reviews, and responding to resident concerns related to traffic and transportation.
Mr. Phillip Fuentes, Senior Signal Systems Specialist, is our proposed Task Manager for Field Inventory tasks and Implementation Support. He will ensure that the existing traffic signal equipment is inventoried and inspected, and the signal synchronization -related infrastructure at each intersection is assessed to identify possible deficiencies or improvements required. He has been responsible for conducting field reviews of hundreds of signalized intersections, and physically opening controller cabinets and pull boxes
On -Call Traffic Engineeering Services
to assess the condition and usability of existing equipment. He is a certified Level 3 Technician with over 35 years of extensive experience in the traffic signal maintenance area.
Mr. Fuentes has technical skills that include everything from installing detector loops and conducting preventative maintenance to installing traffic signal equipment (i.e., intersection cabinets, Opticom, controllers, video detection systems, CCTV cameras, fiber optic communications, Ethernet switches), from troubleshooting and providing technical assistance to contractors and the construction of signal and roadway improvement projects on a day-to-day basis. He creates signal timing charts for new or complex intersections and is highly proficient with all types of communications systems.
Mr. Sadam will be ably supported by other dedicated members of the AGA staff as detailed in our Service Organization Chart. Resume for the AGA Team are included in the Appendix.
None of our key personnel will be changed for the duration of the contract except by prior approval of the City.
Subconsultants
Linscott, Law & Greenspan, Engineers (LLG) will support the project team with system I 1 integration. LLG provides transportation planning, traffic engineering, and parking consulting services to both public agencies and the private sector. Since LLG's founding in 1966, over 10,000 ventures have been completed involving a wide variety of projects throughout Southern California. LLG staff have hands-on experience with traffic signal controllers, cabinets, central signal systems, and other ITS equipment. It should be noted that the AGA Team is intimately familiar with the City's traffic signal communication networks as we have worked on a multitude of traffic signal communication projects within the City. Leading the system integration efforts will be Mr. Felipe Ortega, Senior Signal Systems Specialist, whose previous work in Placentia during his years at AGA, and now with LLG, has given him a clear understanding of the city's traffic signal network.
Aim Traffic Data, LLC, (AimTD) will conduct traffic data count tasks. They have over 12 years of experience providing accurate traffic data collection. Some of the services AimTD offers include intersection turning movement counts, 24-hour machine counts, 24-hour to 7 -day video counts, travel time surveys, queue studies, traffic gap studies, radar spot AimTD LLC speed surveys, and bicycle/pedestrian counts. They currently have contracts for collection of traffic counts with the following agencies: Cities of Beverly Hills, Chino, Chino Hills, Costa Mesa, Mission Viejo, Pasadena, Santa Ana, Santa Monica, Tustin, and Yorba Linda as well as Los Angeles Department of Transportation, Orange County Public Works Department, and OCTA. Principals of AimTD are Ms. Olga Polunin, President/CEO, and Mr. Edward Polunin, COO/Project Manager.
CEJ Engineers, Inc. (CEJ) will conduct civil engineering tasks. CEJ is a C�.T>`NGINEEFtS, INC.privately-owned engineering corporation that provides a full range of professional civil engineering dedicated to serving public agencies. They have met the special needs of cities, counties, special districts, as well as state and federal agencies. They offer a full complement of Civil Engineering, Traffic Engineering and Surveying capabilities. CEJ staff have extensive experience in preparing street construction plans, drainage studies, utility coordination, master plans, and preparing PS&E for various projects in accordance with local and regional standards and policies. Principals of CEJ are Mr. Joaquin Cervantes, P.E., Project Manager/Principal, Mr. Miguel Esparza, P.E., Senior Engineer, and Mr. Carlos Urena, P.L.S., Land Surveyor.
On -Call Traffic Engineeering Services
Transportation Engineering
and Design
Ruben Perales, PE, TE
Pre srdv_ nt
Civil Engineering
CEJ Engineers
Project Manager
Chalap K. Sadam, PE, TE
President
Transportation Planning
aid Traffic Studies
Greg Wrong, PE
ri . ' q» r
Data Collection
}inn Traffic Data
('•..fir: �!., �IG,�'q�i
QA/QC Manager
Krishna Pat&
Traffic Signal Operations
and Monitoring Support
Phillip Fuentes
Sento/ _ •.'s�Oii51
System Integration
tinscott Law & Greenspan
Felipe Ortega
Support Staff
Henry Hernandez, PE
Dowling Tsai, PE, TE
Princ,',D ! Transportation Frtginrer 4'tL. r Tran portaiwn Fr:Tripe( U Jessica Reyes, PE
. "fl(, • T rOfIsp:-•eta;'cn Fr: r.rrer 1
Soban Sadam
Sysreml Engineer
Jorge Sanchez, EIT vannessa Pedrota
Assoiro!t, rfilrripr •,tr`ln Engineer 1 ASSOcrcrre Trc}r7SPj tr tiOn E i neef 1 Giselle Hernandez
Lucy Ott
AssoLiate Transport::r+on fnyinerr 1 A_Yistafa ingmrer
Phillipl, Fuentes
Sigma! Terhrlrc.'ar?
On -Call Traffic Engineeering Services
Firm Experience
AGA is a multidiscipline engineering firm specializing in municipal and transportation engineering.
Through utilization of today's most sophisticated, computer-aided equipment by highly skilled and talented professional engineers and technicians, we are able to provide clients with quality, cost-effective, professional services in a timely manner. Our services are not just routine, but rather the application of experience and knowledge to properly identify a problem and provide the most appropriate and cost- effective solution. Each project is unique and carried out with the highest degree of pride and professionalism with a dedication to satisfy the client's needs. We offer professional services ranging from the planning and conceptual design stage through the construction supervision and "as -built" stage, placing us among the forerunners in the full -circle service concept.
AGA's wide range of services offered can be divided
into six primary areas of expertise: traffic engineering, day-to-day traffic signal operations, transportation
planning, traffic signal communication design,
operational control of traffic signal systems, and City Traffic Engineer staffing. While we are well known and
respected for our work in all of these areas, we are
perhaps best known for our widespread knowledge
and experience in the field of multijurisdictional traffic signal design and coordination. It should also be noted that AGA operates over 200 traffic signals on behalf of five jurisdictions in Southern California. Those traffic signals are remotely monitored and controlled from
the Traffic Management Center located in AGA's
Fullerton office.
Traffic *nal
Cnmmunicai.nn
Design
Traffic Signal
Operations
Our approach to providing professional services and projects is to do more than simply provide labor or prepare design plans and study reports — we actually improve traffic operations and safety in everything we touch. We are not a company that simply provides engineering labor to complete client designated tasks; rather, AGA provides a high level of intellectual support to accomplish client objectives. Our unique blend of Civil Engineers, Traffic Engineers, and skilled traffic signal system and communications technicians provides a synergy which results in successful projects beyond client expectations.
We serve as an extension of City staff as well as expert advisors, forming an integrated team to creatively provide solutions to traffic engineering and transportation planning problems. While our designated Project Manager will provide the majority of the management and long-term expertise required, our entire staff will be available and on-call at all times to serve the City. This includes any scheduled meetings at City Hall for both public and City staff liaison, attendance at evening City and neighborhood meetings as required, field studies and analyses, and all other required functions.
Because of our extensive operational experience, we are well versed in responding to complaints relative to signal timing and phasing. We have addressed complaints from residents, commuters, parents of students, police personnel, and City officials. The key to responding to such complaints is to approach each situation with an open mind. The average driver is not a traffic engineer and doesn't view signal operations in the same manner as a traffic engineer. Our philosophy is that we work for the City of Placentia which consists of all its residents.
On -Call Traffic Engineeering Services
Our staff has designed and installed various Intelligent Transportation System (ITS) elements including CCTV cameras, fiber optic communication systems, wireless interconnect systems, and serial or Ethernet based systems, as well as upgraded multiple central systems throughout Southern California. We have also provided support services for many Central Management Systems and all related ITS communication equipment and have extensive hands-on experience with the City's existing Econolite ASC/3 and Cobalt controllers. Our extensive ITS experience and support with all forms of troubleshooting and communication will greatly assist in providing as needed training to City staff in all aspects of traffic communication and ITS elements/devices in the City. This will ensure long term reliability and reducing communication downtime to traffic signals and the central system.
Experience Working with the City of Placentia
Since 2010 the AGA Team has conducted numerous traffic studies, prepared traffic signal modification plans at several intersections, railroad grade separation plans, and traffic signal timing plans. Following is a summary of a few of the projects we were privileged to have undertaken for the City.
For the Packing House development project, the AGA Team prepared a Transit Oriented Development Traffic Study to analyze and evaluate potential traffic impacts in the vicinity of the Metrolink Station, and to provide a comprehensive
assessment of the most probable traffic and transportation outcomes. More recently, our team developed mitigation
improvements and estimated construction costs for four
intersections withing the Packing House area.
As a part of the Caltrans funded Systemic Analysis Report Program (SSARP), the AGA Team conducted a City-wide assessment of collisions to identify targeted modifications in traffic controls and safety improvement projects that could be implemented to address elevated collision rates along roadways and at intersections. The systemic analysis conducted as a part of the assessment pinpointed the highest occurring collision types, identified high-risk corridors and intersections, and determined appropriate countermeasures. Engineers then conducted comprehensive field investigations in order to determine potential traffic control measures and safety improvements specifically designed to reduce the likelihood of future crashes. Ultimately a prioritized list of recommendations was developed and cost estimates determined.
The AGA Team has extensive experience with completing Regional Traffic Signal Synchronization Program (RTSSP) and other multijurisdictional signal timing synchronization projects. For many years our staff has been continuously under contract with Orange County Transportation Authority (OCTA) completing various types of projects. Operating and maintaining traffic signal systems and traffic synchronization projects are the heart of AGA's business. Corridors we have worked on which travel through Placentia are:
Chapman Avenue, Orangethorpe Avenue, Placentia Avenue, Bastanchury Road, and Imperial Highway. and Kraemer Boulevard.
On -Call Traffic Engineeering Services
Relevant Project Experience and References
AGA is well qualified to provide the full range of professional traffic engineering services as described in the Scope of Services of the RFP. Based on our understanding of the City's on-call needs, we feel that our most important qualifications relate not only to providing traffic studies and the development of high- quality PS&E documents for projects, but also to problem solving, communication, and a willingness to develop alternative solutions while maintaining public safety. We are proud of our reputation for successfully bringing forward innovative solutions for our clients over the past 30 years. We strongly urge a phone call to any of the persons listed as a reference to ask questions about their experiences working with us.
On -Call Traffic Engineering Services - Transportation Planning, Signal Monitoring, Grant Assistance
City of La Habra
Mr. Michael Plotnik, Traffic Manager
110 E La Habra Blvd, La Habra, CA 90631
(562) 383-4162 11 [email protected]
Project Manager: Greg Wong,
Key Personnel: Ruben Perales, Phillip Fuentes, Chalap Sadam Contract Dates: 1993 — present
Contract amount for Traffic Planning services: $85,000 per fiscal year Contract amount for Signal Monitoring services: $43, 050 per fiscal year AGA is under contract to monitor and operate the City's traffic signal control system from the TMC in our offices.
The AGA Team has been providing on-call traffic engineering and transportation planning services to the City since 1993. Services provided include presentations at Traffic Commission, Planning Commission and City Council meetings; traffic signal warrant analyses and subsequent traffic signal designs; residential and school traffic studies; traffic impact analyses; development of press releases and videos for local cable television relative to various traffic engineering issues; preparing grant applications; representation at regional governmental meetings; contract administration and construction management.
On -Call Traffic Engineering and Traffic Signal Operation Services City of Laguna Niguel
Mr. Edgar Abrenica, Associate Civil Engineer
30111 Crown Valley Pkwy, Laguna Niguel, CA 92677
(949) 362-4338 11 [email protected]
Project Manager: Ruben Perales
Key Personnel: Greg Wong, Phillip Fuentes, Chalap Sadam Contract Dates: 2021— present
Contract amount: $96,480 per fiscal year
AGA is under contract to monitor the city's traffic signal system from the TMC in our offices.
AGA has conducted speed surveys, grant application assistance, and traffic signal timing.
On -Call Traffic Engineeering Services
On -Call Traffic Engineering Services
City of Costa Mesa
Mr. Raja Sethuraman, Director of Public Works
77 Fair Dr, 4th FI, Costa Mesa, CA 92628
(714) 754-5343 11 [email protected]
Project Manager: Chalap Sadam
Key Personnel: Greg Wong, Ruben Perales, Phillip Fuentes Contract dates: 2010 - present
Contract amount: $25,000 per fiscal year
Staff regularly conduct field investigations and plan checks, prepare signal timing plans, and monitors the traffic signal system. Our technicians are responsible for responding to emergency traffic signal control and communications issues and have assisted the City in developing a state-of-the-art Ethernet communications network and converting from a legacy VMS traffic signal control system to Centracs ATMS.
The AGA Team has also completed regional traffic signal synchronization projects for the City along the following corridors: Placentia Avenue/Baker Street, Sunflower Avenue, and Bear Street.
On -Call Traffic Engineering Services
City of San Dimas
Ms. Shari Garwick, Director of Public Works
245 E Bonita Ave, San Dimas, CA 91773
(909) 394-6248 11 [email protected]
Project Manager: Ruben Perales
Key Personnel: Greg Wong, Phillip Fuentes, Chalap Sadam Contract dates: 2014 — present
Contract amount: $60,000 per fiscal year
The AGA Team has worked with the City for nearly 20 years. Task orders have included conducting traffic studies, speed surveys, multi -way stop studies, plan check reviews, project reviews, preparing traffic control reports, pedestrian route to school plans, and responding to citizen, business and City Council requests and suggestions, and traffic engineering construction management support services. Our team has also provided traffic signal design services, developed traffic signal timing plans, provided field support to troubleshoot traffic signal and communications issues, and provided grant assistance services.
AGA has designed and implemented the Metro -funded Bonita Avenue Traffic Signal Synchronization project that involved fiber optic communications, CCTV traffic surveillance cameras, video detection systems, controller upgrades and optimized traffic signal timing.
On -Call Traffic Engineeering Services
Project Understanding & Approach
Under various contractual agreements, our staff provides on-call support for signal timing operations for multiple cities throughout Southern California. Our responsibilities include regular monitoring of signal operations and responding to requests from City staff relative to signal timing, construction activities, and citizen complaints. Development, implementation, and maintenance of coordination signal timing plans is critical to optimizing the efficiency of the existing infrastructure. AGA has for many years monitored signal timing for several agencies, ensuring that coordination timing plans are operating as designed.
For several years, AGA staff have monitored and operated traffic signal and camera systems for various cities from our Traffic Management Center (TMC) located in our office. Via our previous work, we are familiar with the traffic patterns of the roadways and are also aware of specific details of the traffic operations on multiple corridors in the City of Placentia.
It is anticipated that both office and field services will be provided, including such tasks as addressing signal timing complaints, signal systems related concerns (offline intersections), signal interconnect and ITS support services, and planning for future traffic signal infrastructure improvements.
Coordination with the City's traffic engineering, traffic operations, and signal maintenance staff, as well as any other traffic engineering/maintenance related tasks as requested by the City, will also be included.
We fully understand the importance of dealing with traffic -related problems. Staff at AGA have completed many tasks similar or identical to those anticipated under this contract, and have completed such tasks on time, within budget, and in a manner that meets all the requirements of the agency for which the work was completed, while at the same time placing minimal time and effort requirements on agency staff. The AGA Team possesses all of the necessary qualifications and skills required to successfully provide the as - needed services listed in the RFP. It is always our goal to deliver projects that improve traffic operations, public safety, and the quality of life for residents and visitors.
Based on our understanding of the City's needs, we feel that our most important qualifications relate not only to the development of high-quality PS&E documents, but
also to problem solving, technical consensus building, and a willingness to develop alternative solutions while
maintaining public safety. In addition to our proficiency in conducting traffic studies, our staff are experts at
conducting field reviews and typically "see" operational issues others miss. This expertise has evolved from years of individual experience working on a variety of projects while employed both for public agencies and as
consultants. It is always our goal to deliver projects that improve traffic operations, public safety, and the quality of life for residents and visitors.
On -Call Traffic Engineeering Services
Scope of Work
Traffic Signal Operation Management
AGA operates over 200 traffic signals on behalf of the cities of La Habra, Highland, Laguna Niguel, Fountain Valley, and Montclair. Those traffic signals are remotely monitored and controlled from the Traffic Management Center located in AGA's Fullerton office. Following are the operational traffic signal services we provide to our clients.
Traffic Signal Timing and System Support
Developing, implementing, and maintaining signal timing plans are all critical to optimizing the efficiency of the existing infrastructure, thus ensuring that coordination signal timing plans are operating as designed. Since traffic patterns change when construction, incidents, and/or new land use development occurs, adjustments to timing plans are often
required. Only by frequent monitoring of traffic
operations can these signal timing plans be kept
current. In addition to AGA's expert traffic engineering staff, the company also employs several experienced
traffic signal technicians who are highly skilled and
well versed on all types of traffic signal control
hardware and systems, video equipment and control
systems, communications, networking, and security
systems.
We also often respond to citizen complaints. A recent
example is from the Laguna Niguel regarding delays
on Rancho Niguel Road. On the day we received the
complaint from City staff, we developed a new traffic
signal coordination plan and implemented it the
following morning. The new plan was integrated with
the existing coordination timing plan on Crown Valley
Parkway (see adjacent figure). All locations were
offline, so AGA staff implemented and fine -turned the
new signal timings in the field. The signal timing
adjustments were verified in the field by AGA staff to
ensure that the appropriate changes were effective.
Traffic Sinal Operation
AGA operates traffic signal systems for various
governmental agencies and does so remotely from
our Fullerton office, which includes a Traffic
Management Center (TMC). Existing systems include
78 signals using the Econolite Centracs system in
Laguna Niguel, 35 signals on an Q -Free Kinetic System
in La Habra, 40 signals on a SWARCO (McCain)
Coordinated
Movements '
New Rancho Niguel Rd/Greenfield Dr
Coordination Plan
AGA's Q -Free Kinetic Workstation for La Habra
On -Call Traffic Engineeering Services
Transparity system in Montclair, 50 signals on a Q -Free MaxView system in the City of Fountain Valley and 38 signals on a SWARCO QuicNet system in the City of Highland.
One signal timing project involved approximately 650 intersections spread throughout 17 agencies (15 cities, the County, and Caltrans) in the San Bernardino Valley under a multi-year contract with San Bernardino County Transportation Authority (SBCTA, formerly SANBAG). This unique "hands-on" signal experience allowed AGA staff to possess a very realistic understanding of what it takes to adequately serve the public while maintaining political harmony. Our TMC staff also includes signal system specialists with previous field maintenance experience with a local Signal Maintenance Contractor. Our unique staffing often allows us to correct problems before the public starts making complaint phone calls.
Traffic Operations and Management
Traffic Signal Programs (TSSP) significantly enhance field communications, upgrade controllers, video detection, and traffic signal timing along the corridor; however, without active oversight and management by the agencies that are operationally responsible, the true effectiveness of the systems will not be realized. Given the variety of central signal systems, controllers and the different communication systems, integration of these systems requires extensive knowledge and expertise. Our staff has in-depth knowledge and experience with integrating, maintaining, and supporting the various signal systems. The table to the right graphically demonstrates the number of corridors we have worked on throughout Southern California. AGA's experience from previous projects has shown that special attention must be given to:
• Interface modems from wireless to hardwire, fiber optic, telephone drops, etc. interconnect components.
• Communication speed differences for different interconnect and controller types. • Actuating coordination for differing local controller programs and software versions. • System controller grouping limitations.
• Local software limitations.
• Using a variety of timing parameters and strategies to achieve shorter cycle lengths.
Our experience with integrating central system hardware (computer servers, workstations, Ethernet switches, modems, port servers, GPS servers) and field elements — including interfacing with traffic signal system vendors, communication systems specialists and respective agency Information Technology staff is key to project success.
Traffic Signal Interconnect and Communication
AGA staff have worked on a multitude of traffic signal communication projects. The AGA Team has also designed several miles of fiber optic communications in the cities of Anaheim, Buena Park, Costa Mesa, Brea, Irvine, Rancho Cucamonga, Fountain Valley, Fullerton, and La Habra, to name a few. Our designs include ITS components such as CCTV cameras and Bluetooth travel time devices. Detailed fiber assignments are also included to ensure that agencies have accurate documentation of their fiber assets in order to facilitate integration of the communication and ITS devices into the respective traffic management centers.
Signal Timing Related System Improvements
AGA has worked on a multitude of traffic signal design projects. During the past several years, AGA staff have completed designs for various Highway Safety Improvement Project (HSIP) and Regional Traffic
On -Call Traffic Engineeering Services
Signal Synchronization Program (RTSSP) projects and other grant funded projects to upgrade outdated traffic signal equipment and implement various safety improvements identified by citywide safety assessments. While completing traffic signal modification designs, AGA staff not only looks at the specific improvements identified in the RFQ, but also all the traffic signal components that may need to be modified or upgraded.
Video/Radar Detection Systems
AGA has designed a vast amount of traffic signal equipment improvement plans where new video detection systems have been successfully installed. Our experience and familiarity with different types of video detection systems such as the Iteris Vantage Vector Hybrid system (utilized for advanced dilemma zone detection), Vantage Next system, Vantage Edge II system, the Econolite Autoscope Vision system, and Gridsmart have given us the knowledge to successfully design for the installation of such systems.
Understanding these different detection systems and their components allows us to prepare a thorough design that will meet the project objectives. As an example, knowing what type of cable is required for the different types of detection systems is critical in determining if new conduits will be needed or if the cable can be installed in existing conduit. Some systems utilize a single CAT -5E Ethernet cable for power and video, while others require both separate power and coaxial cables for the video requiring more space in the conduit. Fully understanding how these systems work and getting the design right is what saves time and costs during construction.
The red extension timing parameter (available on the Econolite controllers) can increase the all -red of an approach to better clear an intersection to avoid a potential collision with a vehicle running -the red light indication. This feature works by utilizing a specific radar zone during the approach all -red indication. The figure below shows the red protect zone (detector number 50) being activated (see Photo A) and the controller program then increases the all -red time from 2.0 seconds to 3.6 seconds, an increase of 1.6 seconds (see Photo B) to avoid a potential collision. The increased all -red time was verified utilizing the central system's split monitor reporting. AGA can assist the City in programming the controllers and assist in the radar detection configurations.
Red Protect
Detector No. 50
Activated
Sample Red Protect Feature
On -Call Traffic Engineeering Services
CCTV Cameras
Our designs for hundreds of CCTV camera installations have given us the experience and understanding of factors to consider when completing such designs. It is important to understand design elements such as location of the camera, distance between the camera from the communications switch (to identify whether an Ethernet extender or special long-range CAT -6 cable is required), and existing conduit fill to make sure CCTV cable can be installed.
Staying current on new technology is also very important and it's something that we are constantly working on. Our experience with designing CCTV systems from multiple vendors such as Bosch, Cohu, and Axis will be key in providing the project agencies what they are looking for. The AGA team recently worked on integrating a Cloud -based video management system complete with Firewall security for the City of San Dimas.
Emergency Vehicle Preemption Systems
Our experience with designing EVP systems for a multitude of cities is a significant asset to the Team. It is important to note that there are different models of EVP systems. In recent years, agencies have been transitioning from the traditional
infrared/optical EVP systems to GPS based EVP systems, as is the case with the City of Fountain Valley where the AGA team recently completed the design and integration of over fifty EVP systems.
Automated Traffic Signal Performance Measures (ATSPM) and ClearGuide AGA staff are very familiar with working on the Automated Traffic Signal Performance Measures (ATSPM) applications for different systems. We have configured the Econolite Centracs, Iteris SPM, and Q -Free ATSPM applications. In order to obtain accurate ATSPM reporting, it is critical that users accurately configure the detection (lane -by -lane detection, detector channels, detector type and detector distances).
The ATSPM reporting can provide guidance on where detection is not working properly, the health of the coordinated system, count data (existing and historical), side street delays and split timing monitoring.
AGA has also begun monitoring travel times and congestion using the ClearGuide application. ClearGuide has been utilized in Los Angeles County cities for the past five years and OCTA is now providing licensing for Orange County cities. The main benefit for both ATSPM and the ClearGuide applications is that the data is being continuously evaluated and monitored 24/7.
Traffic Engineering
Following are examples typical traffic engineering services we commonly provide to our clients.
Traffic Design Plans
AGA staff have developed and reviewed numerous traffic signal designs, traffic control plans, signing and striping plans, Intelligent Transportation System (ITS) plans, and communication plans for a large number of agencies. While completing traffic signal designs, our staff not only looks at the specific improvements identified, but also conducts inventories of all the traffic signal components which may need to be modified or upgraded.
On -Call Traffic Engineeering Services
Our experience with designing traffic signals, and our drive to keep up with the latest requirements of Californiva Manual on Traffic Control Devices (CA MUTCD), Caltrans Standards, and the American Association of State Highway and Transportation Officials (AASHTO) Greenbook allows us to provide a comprehensive design for successful completion of a project. AGA staff are also up-to-date with current ADA requirements. Design activities consist of determining all aspects of right-of-way requirements for street improvements including providing raised median configurations, left and right turn pocket lengths, speed -controlled transitions, lane drops, etc.
ITS Design Plans
The AGA team has extensive experience designing,
implementing and operating multijurisdictional
traffic signal synchronization projects throughout
Southern California through OCTA (see map). A
partial listing of recent RTSSP projects which AGA
completed in the area includes the following:
• Alicia Parkway (Mission Viejo, Laguna Hills,
Aliso Viejo, Laguna Niguel, Caltrans)
• La Paz Road (Mission Viejo, Laguna Hills,
Aliso Viejo, Laguna Niguel, Caltrans)
• Bolsa Avenue/First Street (Westminster,
Santa Ana, Tustin, Caltrans)
• Tustin Avenue/Rose Drive Corridor
(Placentia, Anaheim, Orange, Santa Ana,
Caltra ns)
• Adams Avenue (Huntington Beach, Costa Mesa, Caltrans) • Antonio Parkway (Rancho Santa Margarita, County of Orange, Caltrans) • Lake Forest Drive (Lake Forest, Irvine, Laguna Hills, Caltrans) • MacArthur Boulevard/Talbert Avenue (Santa Ana, Fountain Valley, Huntington Beach) The purpose of the projects was to develop a signal coordination plan to optimize traffic flow and travel conditions, including the timing plan development, implementation, fine-tuning, and monitoring. The projects consisted of preparation of traffic signal modification plans and traffic signal communication plans for installation of new fiber optic communication ITS systems including CCTV cameras, video detection systems, which were integrated with the respective Traffic Management Centers.
Signing and Striping Plans
The AGA Team has prepared signing and striping plans for many of our client cities. Tasks involve conducting a field review to evaluate existing conditions then preparing a 40 -scale drawing showing both existing and proposed signing and striping. Modifications might include dual left turn lanes, cat -tracking through the intersection for left turns, removal of a crosswalk, green conflict zones for bicyclists, etc.
Review Standard Details
AGA strives to keep up-to-date with the latest state and federal standards to ensure all requirements are being met when completing traffic -related designs. AGA's extensive experience working with a multitude of agencies throughout Southern California has allowed our team to review and work with various standard drawings. Throughout the years we have seen several updates to standard drawings such as hGA Page 16
On -Call Traffic Engineeering Services
revised curb ramp design standards (8.33% vs. 7.5% slopes), updates to traffic signal pole and foundation dimensions, etc. This experience will be valuable in assisting a city with development of its own standard drawings.
When developing standard plans, it is important that all applicable state and federal standards, such as the CA MUTCD, Caltrans Standard Plans and Revised Standard Plans, Americans with Disabilities Act (ADA) Standards, and the Standard Plans for Public Works Construction, to name a few, be considered to ensure a city is in compliance with all mandated requirements.
Traffic Control Plans
AGA staff have extensive experience with both developing and reviewing traffic control plans, and we fully comprehend the details found in the WATCHBOOK. Our Engineers don't just review such plans from a technical perspective, but also consider the context in which the lane and street closures are to be implemented, as well as the traffic characteristics and patterns in the area. Routinely, such reviews involve a site visit to ensure that the design considers all aspects of transportation including pedestrians, bicyclists, transit, motorists, traffic signals, land use, private property access, etc.
Traffic Engineering Studies
AGA staff have the experience to develop specific circulation plans, general circulation plans, and coordination of these plans with those developed by metropolitan planning organizations.
Recommendations from study efforts can provide input for development of a city's CIP projects. Some examples of the various types of studies we have completed for our clients include:
Intersection Control Studies
AGA Team members have conducted hundreds of studies for the installation of traffic control devices.
Such studies include traffic signal warrant analyses, traffic signal priority lists, pedestrian crossings, multi - stop application studies, and left -turn studies. The purpose of these studies is to evaluate the most appropriate control for the intersection in question.
Multi -Way Stop Warrant Analysis
The AGA Team is very familiar with the multi -way stop control warrant analysis. The AGA Team has conducted numerous
multi -way stop control analyses throughout the years using the CA MUTCD Multi -Way Stop Application. Typically, the collisions at the intersection are reviewed and traffic counts are conducted and evaluated. For many studies, the number of collisions and side street traffic volumes are less than the requirements and therefore the warrant is not satisfied.
However, many of the requests that an agency receives for all -way stop distance concerns.
control are mainly due to sight
Per direction from the City, the multi -way stop control analyses could also include a sight distance analysis.
The sight distance analysis can either involve a stopping sight distance or corner sight distance analyses.
The sight distance analyses can recommend parking restrictions to alleviate any issues regarding sight distance. For any traffic warrant control analysis, field review of the intersection/area is very important.
AGA
On -Call Traffic Engineeering Services
Understanding traffic patterns, roadway layout/conditions and any obstructions that could interfere with sight distance may not show up in the data collected for the study.
Traffic Signal Warrant Analysis
The AGA Team has conducted many traffic signal warrant analyses and studies for agencies throughout Southern California. The analysis utilized the CA MUTCD guidelines for Studies and Factors for Justifying Traffic Control Signals (Section 4C.01) and all nine warrants, where applicable. AGA collects and carefully evaluates the count and collision data. Many times, right turning vehicles can be discounted from the count data as vehicles turning right from the side street have adequate gaps in the main street traffic. For the collision assessment, AGA may also need to review the police report to determine the exact cause of an accident.
Along with conducting traffic counts and assessing the traffic collisions, AGA will also evaluate the total delay of an approach during the peak hour. AGA could evaluate the delays using the traffic counts and the Highway Capacity Manual methodology to determine the average delay of a vehicle or conduct traffic delay surveys to assess the delays for each vehicle. If only vehicle delays are the criteria that is satisfied for traffic signal control, AGA will also evaluate what the side street delays would be with a traffic signal.
If the proposed traffic signal is to be synchronized with existing signal coordination along a corridor, the side street delay could be actually higher with the traffic signal due to the traffic signal coordination.
One study that the AGA Team evaluated for traffic signal control, showed that with the existing two-way stop control, the side street vehicles had morning and evening delays ranging from 19-36 seconds. If the intersection were to be signalized and part of the traffic signal coordination system (110 second cycle length), the side street delays could be in the 70-90 second range. Therefore, the installation of a traffic signal would cause even further delays than existing conditions. If collisions or sight distance is of concern, a sight distance analysis will also be evaluated. In lieu of a traffic signal due to sight distance, parking restrictions could be recommended. This is a more cost-effective solution than a traffic signal.
If a traffic signal is determined to be warranted, then an operational analysis will be conducted to determine the traffic signal phasing and operation (protected left turn phasing, split phase, pedestrian crossings, etc.). A cost estimate will then be conducted. Similar to the multi -way stop control analysis, a field review will be conducted to provide a better understanding of the intersection. A brief report summarizing the engineering analysis—both quantitative and qualitative—and providing recommendations as to the most appropriate traffic control measure for the intersection was prepared and submitted to the city.
Safety Studies
The AGA Team has conducted numerous traffic safety studies from Targe citywide studies such as Systemic Safety Analysis Report Program (SSARP) and Local Roadway Safety Plan (LRSP), to corridor safety studies, intersection safety studies and school safety -circulation studies. Each study involves a full field review of the site and a review of the accident history. The study could be for all modes of transportation such as vehicles and trucks, pedestrians, bicyclists and/or transit. Our recommendations for all studies will be summarized in a Memorandum which is submitted to the city for review.
On -Call Traffic Engineeering Services
• For an intersection analysis, the collisions will be assessed to determine if a traffic collision pattern exists, the sight distance analyzed, determine the proper intersection traffic control or traffic signal phasing/operation, and review of signage and striping. If the intersection is signalized, review of the traffic signal timing (local signal timing parameters and traffic signal coordination timing plans).
No.1 - Main Street at 1st Street
Severe Injury/Fatal Collisions
Collision TvpSeveritv Direction Time of Day Party at Fault Date Notes/Recommendations ;Severe Dark Auto EBL 11/15/2018 REC: Upgrade Traffic Signal for the following:
No.
1 2
3 4
5 6
Rear End
(7)
Veh-Ped
Veh-Ped Severe Daylight Auto WBL
Veh-Ped Severe Dark Auto WBL
Veh-Ped Severe Dark Ped
Broadside Severe SBL/NBT Daylight Auto SBL
Veh-Bicycle Fatal NBL/NBT Dusk -Dawn Not Avail
Notes: Other Predominant Non -Fatal -Severe Collisions
EBL/NBT
WBL/NBT
WBL/NBT
Not Stated
SBThru 1
WBThru 3
I EBThru 3
Broadside (8)
NB Left
SB Left
1.1 WB Left
EB Left
Other
3/6/2019 Add protected left turn signal phasing for all movements, 10/31/2019 Additional EB/WB through vehicle head indications, Add 6/11/2020 dilemma zone detection and red protect zones for red light 10/15/2020 running.
3/16/2021
2 2
2 Sample Intersection Collision Assessment
• For street segments, evaluate the signing and striping, especially lane merging/transitions and areas with horizontal/vertical curvatures.
• For school areas, it is important to coordinate with school staff, the school district and crossing guards. AGA will evaluate the circulation of traffic (vehicles, pedestrians and buses) both internally within the school parking lot and externally around the school.
An example from the City of La Habra is a School
Safety Circulation Study. AGA staff worked with
the city, the La Habra City School District, and
Walnut Elementary School to design a new
circulation plan to alleviate excessive vehicle
queuing. The queue would extend from the
school to Walnut Street and vehicles travelling
along Walnut Street would then need to drive on
the opposite side of the street to avoid the
waiting queue. We assisted with the design of
the new parking lot, helped develop staff duties
for pickup/drop off, coordinated with the
crossing guards, and developed the bulb -out
crossing on Walnut Street. During implementation of the plan, AGA worked with the school's principal providing assistance to improve internal traffic flow and additional recommendations.
Walnut Elementary School —Safety Circulation Study
Site Plan
Trip Generation Studies/Traffic Modeling
Given the potential for growth via commercial redevelopment in the City, assessment of the scope and timing of traffic infrastructure improvements to adequately serve this increased traffic demand is an ongoing issue. Short term traffic operational analysis can be combined with long term (10 to 20 years) planning data to evaluate and monitor the impact of urban growth in a dynamic way. For the long-term planning analysis, AGA will coordinate with Southern California Association of Governments (SCAG) to develop the future traffic volumes. Such analyses are critical for conducting feasibility studies and traffic impact studies/analyses, and for developing traffic impact sections of EIRs and EISs. hGA Page 19
On -Call Traffic Engineeering Services
One way to address potential growth in a successfully proactive manner was developed and implemented by the AGA Team in the City of Fullerton. Based on the General Plan build -out conditions, we determined the ultimate transportation infrastructure needs. In effect, a Citywide Traffic Impact Analysis was developed, including calculation of overall costs to construct the required improvements. As development projects were proposed, AGA conducted individual Traffic Impact Analyses to more definitively determine the appropriate scheduling for implementation of such improvements. This traffic modeling and monitoring service is of tremendous long-term benefit.
A successful project the AGA Team conducted was the
Citywide Traffic Analysis for the City of Torrance which evaluated both existing and future traffic conditions
(level -of -service analyses), existing traffic signal
infrastructure, and provided a citywide safety review
aimed at improving traffic signal efficiency and
resiliency, enhancing roadway safety, and mitigating
both existing and project traffic congestion within the city. The report proposed near-term and long-term
intersection improvements (with conceptual plans),
included an extensive infrastructure plan covering
traffic equipment improvements, and a traffic signal
communications plan which included fiber optic
upgrades.
Engineerins and Traffic Surveys
The objective of Engineering and Traffic Surveys is to review the existing speed limits and recommend changes to the speed limits (increase or decrease) in accordance with the requirements of the latest edition Section 627 of the California Vehicle Code (CVC). The purpose of these surveys is to provide sufficient information to document that the conditions of Section 627 have been satisfied and that other conditions not readily apparent to a motorist are properly identified. The recently adopted Assembly Bill No. 43 (AB43) amended and added sections to the CVC related to traffic safety and speed limits.
Crenshaw Blvd at Pacific Coast Hwy, Torrance Proposed
Improvements
AGA staff have completed speed survey projects for the following cities: Burbank, Gardena, Garden Grove, Huntington Beach, Laguna Niguel, Redondo Beach, Santa Ana, Seal Beach, Tustin, Westminster, and Whittier.
Miscellaneous Traffic Engineering Services
Following are examples of a few other types of traffic engineering services we commonly provide to our clients.
Review of Land Development Proiects/Traffic Studies
AGA staff have reviewed numerous commercial developments and conducted parking studies, traffic impact studies, circulation studies, etc. It is very important to coordinate the initial study scope of work to determine what analysis is required. Whether it is a large development project or a small one, all projects require close attention as each is unique and can potentially have impacts to a city's roadways.
Reviewing land development projects cannot be done from the office by junior level staff alone. It is our senior level staff who have many years of experience with reviewing development projects of all types and sizes. They have the expertise to know what to be concerned about and what is inconsequential when it AGA Page 20
On -Call Traffic Engineeering Services
comes to traffic operations related to new development. The review requires hands-on evaluation of street conditions and detailed discussions with developers about the operational characteristics of the proposed development by experienced engineers who have been involved in reviewing and negotiating development projects from both the municipal and private side of the equation. We understand the importance of evaluating the internal circulation and ingress/egress of a site plan. We can identify if there will be any potential traffic (vehicles, pedestrians and bicyclists) related impact due to a project.
Below are some tasks AGA will conduct when reviewing traffic studies, site plans, and parking studies for land developments:
• With the new addition of CEQA's Vehicles Miles Traveled (VMT), AGA will assist city staff with the review for initial VMT screening to determine if a traffic impact analysis (TIA) is required per a city's TIA guidelines. If a project is expected to have VMT impacts, AGA will closely evaluate the feasibility of the proposed VMT mitigations.
• If applicable, AGA will coordinate with city staff to evaluate the proposed study intersections, trip generation via
Institute of Transportation Engineers (ITE) Trip Generation data, Level -of -Service (LOS) analysis and potential improvements. • AGA will evaluate the project site plan, ingress/egress movements along the local roadway(s), and the internal circulation. If there is truck traffic expected for the project, it is important to evaluate where and how the trucks enter and exit the project site. Depending on the roadway (curvature of road and curb lane width), typically a 45-50 foot curb radius is required for a large truck (WB - 67) to enter/exit a driveway. As part of a study's initial scope of work review, AGA will ensure that all relevant turning templates will be included.
• AGA will assist city staff with preparation for Planning and/or Council meetings for presentation of a project. This includes attending both the preparation meeting with the project consultant and the actual city meeting.
Manual (11`h Edition), traffic count
In -N -Out Final Site Plan
One example of how AGA works closely with a
city to evaluate land developments is the
Lambert Road In -N -Out Proposed Site Plan in
the City of La Habra. Drive-through queuing
storage is a vital component of a fast-food
restaurant and is often the critical element for
the project's approval. For several years there
were queuing problems from the In -N -Out drive-
through queue which would extend on to
Lambert Road and block traffic at the
intersection of Lambert Road at Palm Street.
AGA worked with both the City and In -N -Out on
the development of a new site plan that would
improve the drive-through capacity and internal circulation. The final approved plan increased the drive- through capacity by 14-15 vehicles.
On -Call Traffic Engineeering Services
AGA is also familiar with reviewing different
parking studies from stand-alone projects to
shared parking analyses. If a project does not
provide sufficient parking per a city's Parking
Code, AGA will assist the City with conducting a
parking study that evaluates at least three
similar existing sites. We understand the parking
situation for business areas within a city and can
quickly validate if the project will have parking
impacts to the surrounding area.
Traffic Engineering Construction Su000rt
The AGA Team has provided traffic engineering - -
construction support to enable timely Review of MOB Parking Management Plan completion of all construction components for
traffic engineering projects. Following are some services we can provide:
• Assist city and contractors with providing public construction notices to keep the public informed of project status and any impacts to motorists.
• Prepare for and conduct the pre -construction meeting with the city, contractor, and affected utility owners. Meeting minutes are prepared and distributed to all meeting attendees. • Track and review all construction submittals, Requests for Information (RFIs), Request for Changes (RFCs), Contract Change Orders (CCOs), construction schedule, etc. • Coordinate construction observations with city staff. • Review construction schedule and ensure contractor is adhering to it. • Review and recommend approval of contractor's progress payment invoices. • Conduct regular meetings to discuss project status, as necessary. • Prior to completion of construction, prepare punch list and coordinate with contractor to complete all outstanding items in a timely manner.
The AGA Team also provides overall system integration efforts which includes coordination with the construction contractor responsible for installing new traffic signal controllers and cabinets, communication hardware (cables, switches, Ethernet radios, etc.), Emergency Vehicle Preemption, video detection systems, CCTV cameras, etc. AGA will work hand-in-hand with the contractor in configuring all Internet Protocol (IP) devices installed as part of the different projects.
Grant Funding Preparation and Administration
The AGA Team has extensive technical experience in assisting various agencies with the following grant funding related tasks:
Grant Funding Needs Analysis
AGA will work with City staff to review grant funding needs including CIP Projects identified by City departments, assess the validity of current funding priority areas, identify changes in funding priority areas, and identify new priority areas for grant related proposals based on funding viability. We will assist City staff in providing strategic outreach to relevant agency staff in determining how to competitively structure the City's funding needs.
On -Call Traffic Engineeering Services
Grant Funding Research
AGA will conduct research to actively assist in identifying grant resources including, but not limited to, federal/state, foundation, agencies and organizations that support the City's funding needs and priorities for transportation projects. Over the years, the AGA team has successfully assisted multiple cities with RTSSP grants for traffic signal synchronization and system improvements, Highway Safety Improvement Program (HSIP) grants for safety improvements, ATP grants for encouraging physical activity such as biking and walking, and MTA grant funds.
Grant Funding Application
AGA will provide technical assistance to City staff with developing the grant funding applications. We will complete all necessary forms in response to all grant requirements and evaluate the cost implications to ensure an executable project that will score favorably based on the funding criteria requirements. AGA will provide the City with a submittal -ready application. The AGA Team previously assisted the following cities with applying for grant funds:
Buena Park - $1.3 million HSIP grant
Fountain Valley - $1.9 million HSIP grant
La Habra - $13 million OCTA RTSSP grants
Redlands - $250,000 HSIP grant
Grant Funding Administration and Reimbursement
Upon receipt of a grant, the AGA team will assist a City with the implementation and day-to-day administration of the grant related project. We will comply with all grant administration requirements including periodic reporting of progress and expenses, semi-annual reviews, and any project related scope changes or unforeseen project extensions. At the close-out of the project, AGA will also provide the complete project expense documentation for total project expense reimbursement. The AGA Team assisted the Cities of with the complete project expense reimbursement for the OCTA RTSSP grants.
Fullerton and La Habra
Downey - $249,900 HSIP grant
Fullerton - $11 million OCTA RTSSP grants
Placentia - $1.2 million HSIP grant
Rialto - $413,200 grant
On -Call Traffic Engineeering Services
Schedule
As requested in the RFP, below is a typical schedule for the design of a new traffic signal. For this particular project, the intersection is currently all -way stop -controlled, thus requiring more extensive work to be conducted than at an intersection with pre-existing utilities and equipment.
W0111 TAO'S
Task 1 Protect bdrnir stratron/likcctir,g
Task ! t icid arfd Ilcs:t.rnerit Review
Task 3 Prr, arp Rasp P1.tn
Task 4 Utility Coordir otic, and Potholing
Task 5 Curb Rairgn
task tr Conceptual Plan, &J%, 1IX0%, and FAaI PS&L
Task 7 Traffic 51001Lctcel Timing
L
red _
11 vim
ismr
11111=111, 1•1111INIF
- Or ' '' !r:NE •R+vow
The following are typical schedules for the different tasks identified in the scope of services:
Traffic Signal Operation Management
- Traffic signal operations and data review — Daily review of system Traffic signal communications/interconnect — Weekly review of system Citizen requests relative to traffic signal operations — Response to City withing 24 -hours - Review of traffic signal coordination studies — response to City within 1 -week Traffic Engineering
Review of Traffic Engineering Studies and/or Project Site Plans — response to City within 1 -week Conduct traffic warrant studies
o All -Way or Two -Way Stop, Crossing Guard —1-2 weeks after receiving the count data o Traffic Signal or Left Turn Study — 3-4 weeks after receiving the count data Conduct traffic calming analysis and design —1-2 months depending on size of project - Provide traffic control device studies and design —1-2 months depending on size of project - Traffic signal design plans — 4-6 months (see schedule above) Traffic signal communications design plans —1-3 months depending on size of project - Prepare traffic control plans — 2-4 weeks depending on size of project Review traffic control plans — response to City within 1 -week
On -Call Traffic Engineeering Services
Required Proposal Statements
A. AGA Engineers, Inc. will perform the services and adhere to the requirements described in this RFP, the Q&A Set 1 released August 19, 2024 and Set 2 released August 21, 2024.
B. Subsequent to award of this RFP, all or part of any submittal may be released to any person or firm who may request it, as prescribed by the State of California Public Records Act.
There are no parts of this proposal that are considered proprietary; therefore, this proposal is releasable as public information.
C. Key staff members of AGA's designated team will not be substituted without approval by the City of Placentia staff which declares there is no Conflict of Interest.
D. AGA Engineers, Inc. declares that there is no Conflict of Interest with other projects in the City.
E. AGA Engineers, Inc. attests that there has been no Collusion with other proposing firms.
F. AGA Engineers, Inc. is able and agrees to fulfill the indemnification and insurance requirements contained in the sample contract.
Exceptions
We do not have any objections, exceptions, or reservations to the contractual language or requirements contained in either the RFP or the City's Agreement.
Resource Allocation and Cost Proposal
As indicated in the RFP, our Schedule of Hourly Rates is being submitted under separate cover.
Our rates are all inclusive. All direct and indirect costs (i.e., mileage, equipment, materials, reproduction and printing, etc.) are included in our fees.
On -Call Traffic Engineering Services
Resumes of the AGA Team
hAVAI:4 1
ZioP
•
Chalap K. Sadam, PE, TE
President
Education
University of Southern California
Master of Business Administration, 2002
Virginia Polytechnic Institute
and State University
Master of Science, Civil Engineering
(Transportation), 1990
Jawaharlal Nehru Technological University
Bachelor of Engineer, Civil Engineering, 1988
Professional Registrations
CA Registered Civil Engineer – CE #74080
CA Registered Traffic Engineer – TE #1813
Mr. Sadam is the President of AGA Engineers,
Inc., founding the company in 2020. He provides
the team with an extensive educational
background in Civil, Traffic, and Transportation
Engineering, as well as a Master's degree in
Business Administration. "Do the right thing—
provide value to the client—be passionate about
projects" are standards which guide his business
and project decisions. He has performed traffic
studies, feasibility studies, safety studies, Major
Investment Studies, Tong -term roadway
improvement studies, and transportation -
related Master Plan studies for countless cities
and counties throughout Southern California.
Relevant Experience
Regional Traffic Signal Synchronization Program
Tasks include synchronization of traffic signals,
coordination between agencies, field reviews,
developing engineering design plans, providing
construction engineering support, signal timing
development, timing implementation, and
monitoring the traffic flow. Each of the projects
included similar work tasks such as preparing
plans, specifications and cost estimates for ITS
systems, fiber optic communications, controller
AGA Engineers, Inc.
211 Imperial Hwy, Ste 208, Fullerton, CA 92835
(714) 992-4592 email: [email protected]
Engineers, Inc.
and cabinet upgrades, video detection systems,
battery backup systems, CCTV, central signal
systems, traffic management centers, signal
synchronization, before/after studies, system
integration, ATSPM system implementation, and
providing ongoing monitoring support. Mr.
Sadam was Project Manager for 32 corridor
projects.
Traffic Safety Studies:
• Systemic Safety Analysis Report Program for
the Cities of Fountain Valley, Placentia and
Redlands.
• Office of Traffic Safety funded citywide
safety improvements for the cities of La
Habra, Montclair, Palm Springs, Downey
and Inglewood.
• Preparation of Highway Safety
Improvement Project (HSIP) grant
applications, and design/ implementation of
multiple State funded projects.
• Assisted multiple agencies in successful re-
imbursements of local, State and Federal
grant funds.
Transportation Engineering On -Call Projects—
As Project Manager, Mr. Sadam supervised
tasks including preparation and review of plans,
reports, and studies, attending meetings and
giving presentations, City staff support, and
responding to resident concerns. He provided
project management and engineering support
for the Cities of La Habra, Costa Mesa, Lake
Forest, Buena Park, and Fullerton.
Citywide Protected/Permissive Left -Turn
Phasing Study, Lake Forest—Mr. Sadam served
as Project Manager and supervised the analysis
of existing traffic signals citywide to determine
if converting to protected/permissive left -turn
phasing was feasible and appropriate. Mr.
Sadam also provided task management support.
"Mang
Krishna Patel
Principal Transportation Engineer
Education
Kingston Polytechnic, London, United Kingdom
Bachelor of Science, Civil Engineering, 1979
Professional Associations
Institute of Civil Engineers
Mr. Patel is a team player who embraces a
"hands on" style of management. He is a results -
oriented professional with a working knowledge
of multiple facets of municipal administration,
operations, and maintenance who is able to
bring a flexible and situational approach to every
project. He is innovative, creative, and able to
build positive relationships with consultants,
contractors, state agencies,
departments/divisions, city staff,
committees, and residents.
city
various
As Director of Public Works at the City of San
Dimas, he was responsible for the overall
direction, coordination, and management of the
department's programs and services. Some of
his duties included providing plan checks and
inspection of land development projects,
inspection of major capital improvement
projects including street maintenance, traffic
signals, bikeways, sewers, and storm drains. He
also supervised the Street Division, overseeing
approximately 125 miles of city streets,
streetlights, traffic signals and other various
public infrastructures.
Relevant Experience
Mr. Patel led the following projects for the City
of San Dimas:
Bonita Avenue Signal Svnchronization—This
project involved the design, construction and
management of upgraded traffic signals,
installation of traffic signal communications,
Engineers, Inc.
traffic signal synchronization along Bonita
Avenue, and integration of a video management
system for the City.
Gold Line Railroad—This project involved nearly
10 miles of light rail project. Mr. Patel was the
prime leader/liaison for development and
review of the EIR, as well as in charge of civil
design for City related issues including right-of-
way for 6 crossings, grade separation, Park &
Ride and City Maintenance yard.
Bonita Avenue Downtown—Mr. Patel took the
lead in the design and construction
management of the renovation of the
downtown area which required coordination
with the architect, several other consultants,
and the business owners affected by the
reconstruction project.
Safe Route to School Program—Mr. Patel
obtained state funding for this program of
major safety improvements which benefited the
community and elementary schools.
Horsethief Canyon Park—Mr. Patel prepared
contract bid documents. He worked with
consultants on engineering designs by directing
changes to major grading, street and storm
drain improvements and major utilities. He
coordinated right-of-way and easement
acquisitions and coordinated with
environmental agencies.
Target Commercial Site Development Proiect—
Mr. Patel coordinated the engineering design
with consultants for the development company
and governmental agencies. He prepared
various documents and administered contracts.
He maintained a tight schedule for major
grading, installation of storm drains and
retaining wall, widening of the freeway off ramp,
and installation of a traffic signal.
AGA Engineers, Inc.
211 Imperial Hwy, Ste 208, Fullerton, CA 92835
(714) 992-4592 email: [email protected]
Greg Wong, PE
Vice President
Education
University of California, Irvine
Bachelor of Science, Civil Engineering, 1996
Westech College
Certified Geographical Information Systems,
1997
Professional Registrations
CA Registered Civil Engineer – CE #64349
Professional Associations
Institute of Transportation Engineers
Orange County Traffic Engineers Council
Mr. Wong has over 28 years of experience and
completed numerous projects that involve
state, local, and private agencies — including
Traffic Signal Synchronization Program (TSSP)
projects, street and highway improvement
projects, local city projects, and private
development projects. His duties included
preparing traffic signal coordination timing
plans, traffic signal design, traffic impact studies
and analyses, design and implementation
projects, and parking circulation analyses.
Relevant Experience
On -Call Traffic Engineering Support, Cities of La
Habra and Montclair
As contact person, Mr. Wong reviewed proposed
development site and circulation plans, traffic
signal plans, and traffic impact studies; he
responds to resident concerns regarding parking,
red curb/sight distance requests, school traffic,
day-to-day traffic signal monitoring and
operations. He currently is a member of La
Habra's Traffic Committee.
OCTA, Orange County Traffic Signal
Coordination Program
Mr. Wong was instrumental in this project to
improve Orange County arterial signal
progression, providing signal timing and
Engineers, Inc.
coordination for over 60 arterials, and involving
interjurisdictional coordination of 34 cities, the
County and Caltrans District 12. Many of the
multijurisdictional traffic signal timing projects
that have been completed or are underway
now in Orange County are a direct result of
recommendations of the master plan provided
by AGA.
Metro Gold Line Foothill Construction
Authority
Mr. Wong worked with the Gold Line Foothill
Construction team on temporary signal timing
plans for the Metro Gold Line construction
detour plans. The tasks involved review of
various proposed detour plans, updating local
signal timings (per agency request) and the
development of the temporary signal timing
plans.
City of Montclair—Mr. Wong developed the
local signal timings and coordination signal
timing plans for 17 intersections along Central
Avenue in the City of Montclair. The signal
timings were implemented and fine-tuned.
Citywide Traffic Operation and Traffic
Management Study, City of Irvine
As part of the traffic operational analysis, Mr.
Wong evaluated 130 critical intersections in the
City of Irvine for existing and near-term
conditions utilizing the Highway Capacity
Manual procedures. The analyses included
identification of any capacity constraints,
excessive queuing and available storage,
approved near term developments (project trip
generation impacts), evaluation of the
appropriate signal operation and coordination
signal timing. Improvements were developed
and ranged from low cost solutions (adding
protected/permissive-Flashing Yellow Arrow
traffic signal phasing) to major improvements of
widening an arterial.
AGA Engineers, Inc.
211 Imperial Hwy, Ste 208, Fullerton, CA 92835
(714) 992-4592 email: [email protected]
Ruben Perales, PE, TE
Vice President
Education
California State Polytechnic University, Pomona
Bachelor of Science, Civil Engineering, 2005
Professional Registrations
CA Registered Civil Engineer — CE #83169
CA Registered Traffic Engineer — TE #2838
Professional Associations
American Society of Civil Engineers
Institute of Transportation Engineers
Orange County Traffic Engineers Council
Mr. Perales performs a wide variety of traffic
engineering tasks, as well as providing
leadership on many projects. Whether he is
coordinating large interjurisdictional projects
which include working with Caltrans and
multiple cities or counties, or is patiently
mentoring junior staff, he is known for his
ability to see through complex problems,
promote positive working relationships, and
provide clarity for successful projects.
Relevant Experience
Contract Traffic Engineer, City of San Dimas
As contact person, Mr. Perales reviewed
proposed development site and circulation
plans, traffic signal plans, and traffic impact
studies; he responds to resident concerns
regarding parking, red curb/sight distance
requests, school traffic, day-to-day traffic signal
monitoring and operations. He currently is a
member of the San Dimas Traffic Safety
Committee.
Traffic Signal System Master Plan, Cities of
Costa Mesa and Rancho Cucamonga
Mr. Perales led our team in detailing existing
infrastructure and future infrastructure
requirements for several corridors throughout
Engineers, Inc.
these cities in anticipation of local grant
funding.
Citywide Improvements, City of Seal Beach
Mr. Perales provided plans for traffic signal
modifications, intersection equipment upgrades
and signal interconnect plans along Seal Beach
Boulevard. He also coordinated with Caltrans to
install GPS time source units at three Caltrans
intersections using Caltrans Encroachment
Permits.
Signal Synchronization Project, City of Buena
Park
Mr. Perales provided field inventory of existing
signal and controller cabinet equipment along
Valley View Street, Knott Avenue and La Palma
Avenue; he coordinated with Caltrans for
installation of GPS time source receiver units
and developed the application for a Caltrans
Encroachment Permit.
Signal Synchronization, City of Placentia
Mr. Perales provided traffic signal cabinet
inventory to identify equipment required to
provide upgrades on the Rose Drive corridor; he
also led our team in preparing a Citywide Traffic
Signal System Map to identify existing signal
interconnect, traffic signal cabinet and
controller types.
Citywide Traffic Engineering, Speed Surveys,
Speed Zone Maps and Traffic Volume Maps
Along with the AGA team, Mr. Perales has
provided these services for innumerable cities,
including Palm Springs, Buena Park, Chino,
Cerritos, Lancaster, Santa Ana, Huntington
Beach, Long Beach and Fountain Valley.
Level of Service Analysis and Geometric
Conceptual Plans, City of Huntington Beach
Mr. Perales conducted LOS analysis to identify
geometric improvements required and their
impact to adjacent properties.
AGA Engineers, Inc.
211 Imperial Hwy, Ste 208, Fullerton, CA 92835
(714) 992-4592 email: [email protected]
Phillip Fuentes
Senior Signal Systems Specialist
Education
Signal Technician
IMSA Level III Training and Safety
Professional Registrations
Certified General Electrician
(DIR-NEC) No. 1219960
Contractor's State License
C-10 Electrical #1057389
Mr. Fuentes regularly observes the operation of
intersections and fine-tunes signal timing and
provides daily monitoring of signal systems for
many agencies. He provides both onsite and
remote support, administration, repair,
hardware implementation and product
maintenance for AGA clients throughout the
Inland Empire, Orange and Los Angeles Counties.
He provides citywide assessments and inventory
of infrastructure and communications.
His familiarity and experience enables him to
provide superior support in the implementation,
fine-tuning, operation, and monitoring of a wide
variety of signal systems. He routinely monitors
signal operations and coordination — from both
our Traffic Management center and in the field —
looking for both hardware -related and timing -
related problems. He quickly responds to
municipal clients on an as -needed basis.
Relevant Experience
Regional Traffic Signal Synchronization Program
Projects
Tasks include detailed field inventory, traffic
signal system evaluations, preparing local timing
(including pedestrian and bicycle timing),
implementing, fine-tuning and monitoring the
signal operation for these projects.
• Portola Parkway/Santa Margarita Parkway
• MacArthur Boulevard/Talbert Avenue
• Lake Forest Drive
Engineers, Inc.
• Alicia Parkway
Holt Boulevard Improvements, Montclair
Project involves intersection level of service
analyses, preparation of coordination signal
timing, converting existing timing charts to the
new controller format, developing traffic signal
modification plans, developing fiber optic
communication plans, providing construction
engineering support, and providing system
integration.
Traffic Signal Synchronization Projects
Assists with preparation and implementation of
improvements to traffic signal timing. Provides
detailed field inventories, prepares local timing
(including pedestrian and bicycle timing) and
implements, fine-tunes and monitors the signal
operation.
• Huntington Beach: Goldenwest St/Heil Ave,
Newland St/Slater Ave, Newland St/Ellis
Ave Traffic Signal Modifications Projects
• Downey: Stewart & Gray Road Fiber -Optic
Traffic Signal Communications and
Upgrades Project
• Rialto: Protected Left -Turn Signal Phasing
Project.
• Indio: Jackson Street, Monroe Street, and
Highway 111 projects
• Fountain Valley: Left Turn Phasing at 8
Intersections
Central Traffic Signal Systems
Monitors and provides as -needed support to
maintain and/or improve traffic signal
operations at city's central signal systems.
• Laguna Niguel — Econolite Centracs
• Montclair—Transparity
• Highland—QuicNet
• Fountain Valley — Qfree/Intelight MaxView
• La Habra—Qfree Kinetic
AGA Engineers, Inc.
211 Imperial Hwy, Ste 208, Fullerton, CA 92835
(714) 992-4592 email: [email protected]
Henry Hernandez, PE
Principal Transportation Engineer
Education
Mapua Institute of Technology, Manilla, Philippines
Bachelor of Science, Civil Engineering, 1982
Professional Registrations
CA Registered Civil Engineer — CE #72071
Mr. Hernandez is a results -oriented professional
with a working knowledge of multiple facets of
municipal administration, operations, and
maintenance who is able to bring a flexible and
situational approach to every project. He is a
"hands on" manager style who is innovative,
creative, and able to build positive relationships
with consultants, contractors, state agencies,
city departments and divisions, city staff,
various committees, and residents.
Mr. Hernandez worked for the Los Angeles
County Public Works Department for 38 years.
He is highly experienced in preparing,
reviewing, and approving plans, specifications,
and estimates, reviewing signal timing sheets,
developing signal upgrade recommendations,
and conducting traffic studies. He is familiar
with the County's traffic signal controller
programs, Econolite controllers and programs,
Type 170 and 2070 controllers, and more.
Relevant Experience
Mr. Hernandez was responsible for the following
tasks for Los Angeles County Public Works:
• Reviewed and approved traffic signal plans,
specifications, and timing sheets for Traffic
Signal Synchronization Program (TSSP)
projects, traffic signal modifications, and
new traffic signals prepared by both
consultants and in-house personnel.
Engineers, Inc.
• Checked and authorized traffic control
plans, temporary traffic signal plans, and
timing sheets for both road and railroad
grade separation projects.
• Assessed then updated existing traffic signal
equipment and signal timing of the traffic
signals at intersections to conform with the
latest California Manual on Uniform Traffic
Control Devices (CA MUTCD) and Los
Angeles County practices.
• Evaluated the adequacy and
reasonableness of recommendations from
field investigation reports and studies at
roadway intersections.
• Reviewed and made recommendations on
project design concept reports for road and
bridge projects.
• Checked developers' plans and offered
recommendations on their proposed
Neighborhood Electric Vehicle (NEV) route,
lane configurations, and traffic signal
operations.
• Assisted several cities with their traffic
signal projects and with analyzing their
signalized intersections to enhance safety
and efficiency.
• Supervised engineers in the daily operations
of the County's Traffic Management Center.
• Supervised groups of engineers in the
Traffic Safety and Mobility Division and
conducted training classes for new
employees.
AGA Engineers, Inc.
211 Imperial Hwy, Ste 208, Fullerton, CA 92835
(714) 992-4592 email: [email protected]
Dowling Tsai, PE, TE
Senior Design Engineer
Education
Texas Tech University, Lubbock, TX
Bachelor of Architecture, 1986
Bachelor of Science, Civil Engineering, 1986
Professional Registrations
CA Registered Civil Engineer — CE #52870
CA Registered Traffic Engineer — TE #2267
Mr. Tsai is a results -oriented professional with a
working knowledge of multiple facets of
municipal administration, operations, and
maintenance who is able to bring a flexible and
situational approach to every project. He is a
"hands on" manager style who is innovative,
creative, and able to build positive relationships
with consultants, contractors, state agencies,
city departments and divisions, city staff,
various committees, and residents.
Relevant Experience
Ingenium Design, Inc.
As the Principal/Owner, Mr. Tsai is responsible
for reviewing traffic signal plans, signing and
striping plans, and traffic control/detour plans.
He prepares traffic signal plans using uses
Bluebeam software and Microstation software.
He also prepares McCain 2070 traffic signal
timing plans.
County of Riverside, Transportation
Department, Traffic Engineering Division
Mr. Tsai managed the Division's Transportation
Improvement Program (TIP) projects. Tasks
included preparing both new and modified
traffic signal installations, signing and striping,
at -grade railroad crossings, bike lane/bike
detection, roadway resurfacing, street
widening, ADA ramp and sidewalk installations,
utility relocations, and right-of-way acquisitions.
AGA Engineers, Inc.
211 Imperial Hwy, Ste 208, Fullerton, CA 92835
(714) 992-4592 email: [email protected]
Engineers, Inc.
He also reviewed traffic signal, signing and
striping, traffic control, and traffic detour plans
for TIP projects from other county divisions and
departments, as well as projects for adjacent
jurisdictions and developments.
Mr. Tsai was also responsible for preparing and
reviewing traffic signal timing for new traffic
signals. He updated existing traffic signal
timings according to CA MUTCD guidelines as
well as when traffic and roadway conditions
changed. He also prepared and reviewed traffic
signal coordination plans and signal timing.
City of Santa Ana, Public Works Agency, Traffic
Engineering Division
Mr. Tsai prepared traffic design plans that
included traffic signal, video detection, signal
interconnect, and signing and striping using
AutoCAD software. He prepared infrastructure
plans for Advance Traffic Management System
which included closed-circuit surveillance
cameras, fiber optics trunk lines and system
loop detectors. He also reviewed and approved
plans submitted by contractors (traffic
control/detour plans), developers (traffic signal,
signing and striping), and from adjoining
jurisdictions (traffic signal, signing and striping).
Mr. Tsai managed, operated, and maintained
the City's traffic signals and Advanced Traffic
Management System (ATMS) which consisted of
a Traffic Management Center, closed circuit
surveillance cameras, changeable message
signs, trail blazer signs, and a highway advisory
radio. He also preparing traffic signal timings.
He also prepared and applied for Measure M
grants to improve and expand the traffic signal
system and ATMS.
Jessica Reyes, PE
Senior Transportation Engineer I
Education
California State University, Fullerton
Bachelor of Science, Civil Engineering, 2016
Professional Registrations
CA Registered Civil Engineer - CE #96452
Professional Associations
Institute of Transportation Engineers
Orange County Traffic Engineers Council
Ms. Reyes participates in a wide variety of
transportation engineering functions and has
worked with government agencies throughout
Southern California. Her duties include designing
both new and modified traffic signals, fiber
communications, signing and striping, street
lighting, and implementation of both bike lanes
and traffic control. She also prepares plans,
specifications and estimates. She conducts sight
distance analyses and traffic signal warrants,
along with other field studies such as crossing
guard studies, traffic impact studies, and traffic
operations analyses.
Relevant Experience
Project P Marguerite Parkway TSSP, City of
Mission Viejo
The goal of this project is to develop and
implement signal synchronization timing and
design improvements to the traffic signal
infrastructure. Ms. Reyes is currently preparing
traffic signal improvement plans as well as traffic
signal modification design plans.
HSIP Cycle 11 Citywide Traffic Signal Upgrades,
City of Buena Park
The purpose the project is to upgrade traffic
signals for additional vehicle heads, new traffic
signal controllers, upgrades to countdown
Engineers, Inc.
pedestrian head indications, and signal poles to
enhance safety at the project intersections. Ms.
Reyes is currently working on the traffic signal
improvements and traffic signal modification
plans, as well as preparing specifications and
cost estimates, and preparing the Authorization -
to Proceed (E-76) package.
Traffic Signal System Design, Traffic Signal
Modifications, and Bus Stop Improvements,
City of Ontario
The scope of this project includes improvements
at several intersections surrounding a bus stop,
as well as improvements to the bus stop. Ms.
Reyes is currently designing the traffic signal
modification plans for this multi -stage project.
Murdy Fire Station Signal Design, City of
Huntington Beach
Ms. Reyes is currently developing the traffic
signal installation design plan for this new traffic
signal at the fire station.
Artesia Boulevard Safety Enhancements, City of
Redondo Beach
Ms. Reyes is currently providing support during
the bid and construction phases. She conducted
topographic surveys to verify the existing
conditions of traffic signals, designed traffic
signal modifications and signing and striping
plans, and prepared project specifications and
cost estimates.
HSIP Cycle 11 Edinger Avenue and Heil Avenue
Corridors, City of Huntington Beach
The project entails safety improvements to
traffic signals such as retroreflective backplates,
improvements to roadway markings, changes to
and pedestrian signal timing, etc. Ms. Reyes is
currently designing signing and striping plans, as
well as preparing project specifications and cost
estimates.
AGA Engineers, Inc.
211 Imperial Hwy, Ste 208, Fullerton, CA 92835
(714) 992-4592 email: [email protected]
Jorge Sanchez, EIT
Associate Transportation Engineer I
Education
California State University, Fullerton
Bachelor of Science, Civil Engineering 2021
Professional Registrations
CA Registered Engineer -in -Training – EIT #173260
Professional Associations
Institute of Transportation Engineers
American Society of Civil Engineers
Orange County Traffic Engineers Council
Mr. Sanchez has been part of the at AGA
Engineers, Inc. team for two years. His duties
include preparing base plans, responding to city
traffic requests, and assisting in field work such
as conduit run verifications and taking inventory
of existing equipment. Additionally, he assists
with traffic signal design, and monitoring traffic
signal timing in the field.
Relevant Experience
Regional Traffic Signal Synchronization Project
(RTSSP), OCTA—Mr. Sanchez has contributed to
multiple RTSSP projects on corridors spanning
various cities including Lake Forest Drive,
Portola Parkway, and Talbert Avenue/
MacArthur Boulevard. He has prepared base
plans in AutoCAD and assisted with both field
work and monitoring. He helped conduct yellow
time evaluations, all -red time evaluations, and
vehicle extension calculations. He used Tru -
Traffic and designing time -space diagrams to
reduce the travel times and fuel consumption of
vehicles traveling on these corridors.
On -Call Services, City of La Habra—Mr. Sanchez
responds to civilian requests, works on plans to
add striping on roadways, and conducted a stop
sign warrant analyses.
Engineers, Inc.
Local Roadway Safety Plan (LRSP), City of
Garden Grove—Mr. Sanchez compiled collision
data for intersections throughout the City of
Garden Grove then analyzed it in order to make
recommendations to improve safety and reduce
the number of collisions. He also compiled data
that helped determine the efficiency of red light
camera installations at eight intersections.
Traffic Management Center, City of San
Marcos—Mr. Sanchez monitored multiple
corridors throughout the City. He proposed new
cycle lengths and timings for various
intersections based on the volumes of vehicles
going through the intersections, the distance
between the intersections, and the speeds
vehicles traveled between intersections.
ICU Analysis, City of Costa Mesa—Mr. Sanchez
conducted a study of 25 intersections in Costa
Mesa to determine their level -of -service using
the Intersection Capacity Utilization method.
Utilizing traffic volumes and lane geometrics,
Mr. Sanchez determined if the level -of -service
was acceptable then recommended
modifications if it was not up to the City's
standards.
Safety Improvements, City of Artesia—
Mr. Sanchez assisted with analyzing various
intersections to recommended improvements.
The improvements included restriping,
modifying raised medians, and adding buffer
zones to improve line of sight. He also assisted
in completing field work to accurately prepare
base plans and demonstrate the proposed
modifications.
AGA Engineers, Inc.
211 Imperial Hwy, Ste 208, Fullerton, CA 92835
(714) 992-4592 email: [email protected]
Vannessa Pedroza
Associate Transportation Engineer I
Education
California State University, Fullerton
Bachelor of Science, Civil Engineering, 2021
Professional Associations
Institute of Transportation Engineers
American Society of Civil Engineers
Orange County Traffic Engineers Council
Ms. Pedroza is a valuable member of the AGA
Team. Her duties include traffic signal design
plans, sight distance studies, and traffic signal
warrant studies. She has conducted field
topographic surveys. She also helps with before
and after studies for major roadway corridors.
Relevant Experience
Regional Traffic Signal Synchronization Projects
(RTSSP), OCTA — Ms. Pedroza conducted signal
timing evaluations using Synchro and Tru -Traffic
throughout Orange County including Irvine,
Lake Forest, Rancho Santa Margarita,
Huntington Beach, Santa Ana, Fountain Valley,
Costa Mesa, Laguna Hills, and Mission Viejo.
Stopping Sight Distance for Crosswalk, City of
Compton—Ms. Pedroza performed stop sight
distance analyses which included
recommending red curbs where needed and a
crosswalk.
On -Call Services, City of La Habra—Some of the
services Ms. Pedroza has provided include a
stopping sight distance analysis as a response to
a local resident, and a Crossing Guard study
near an elementary school.
Before and After Study, City of Costa Mesa—
Ms. Pedroza completed studies for a corridor
along Bear Street using travel time runs
Engineers, Inc.
evaluated with Tru -Traffic. The study included
analyzing the cost and benefit of the project.
Intersection Improvements on Manhattan
Beach Boulevard, City of Los Angeles County—
Ms. Pedroza assisted with field surveys for 14
intersections along Manhattan Beach
Boulevard. She also completed the inventory
for each intersection for recommendations to
the city.
Local Roadway Safety Plan, City of Garden
Grove—Ms. Pedroza utilized the Crossroads
database software to compile collision data
from 2016- 2020 for the City of Garden Grove.
This data was used to improve safety for
pedestrians, bicyclist, and drivers within the city
and reduce the number of collisions.
Video Detection Camera, Fountain Valley—
Ms. Pedroza completed redline drawings for the
city using AutoCAD design software. This was
done for future installations of video detection
cameras.
Traffic Management Center, City of San
Marcos— Ms. Pedroza assisted the AGA team in
monitoring various intersections to implement a
new cycle length to improve traffic conditions.
This included using Synchro modeling and
creating Time Space Diagrams to determine the
best outcome.
Traffic Signal Modification, City of Montclair—
Ms. Pedroza assisted in the completion of a
traffic signal modification on Central Avenue at
Olive Street. This was done using AutoCAD
design software.
AGA Engineers, Inc.
211 Imperial Hwy, Ste 208, Fullerton, CA 92835
(714) 992-4592 email: [email protected]
Giselle Hernandez
Associate Transportation Engineer I
Education
California State University, Fullerton
Bachelor of Science, Civil Engineering, 2021
Professional Associations
Institute of Transportation Engineers
American Society of Civil Engineers
Orange County Traffic Engineers Council
Ms. Hernandez is a valuable member of the
AGA Team. Her duties include traffic signal
design plans, sight distance studies, and traffic
signal warrant studies. She has conducted field
topographic surveys. She also helps with before
and after studies for major roadway corridors.
Relevant Experience
Regional Traffic Signal Synchronization Projects
(RTSSP)—Ms. Hernandez evaluated existing
conditions, prepared and checked local timing
calculations, and used Synchro modeling for the
development of signal timing and coordination
for various agencies.
Citywide Traffic Operations and Traffic
Management Studies—Ms. Hernandez
performed intersection capacity analyses,
vehicle queuing analyses, and volume analyses
with Synchro modeling. The analyses included
identification of any capacity constraints,
excessive queuing and available storage, and
evaluation of the appropriate signal operation
and coordination signal timing.
Traffic Studies for Proposed Developments—
Ms. Hernandez assisted and completed trip
generation analyses, parking circulation
analyses, and traffic impact analyses for various
developments such as Starbucks restaurants.
Engineers, Inc.
Intersection Improvements—Ms. Hernandez
completed field surveys and designed
improvements for signalized and unsignalized
intersections and provided recommendations
ranging from low-cost solutions to major
intersection improvements.
On -Call Services for various cities—
Ms. Hernandez responds to resident concerns
and conducts sight -distance analyses, traffic
studies, stop sign warrant analyses, and traffic
signal warrants studies.
Rectangular Rapid Flashing Beacon Plans—
Ms. Hernandez supported the design process
including field reviews of project corridors and
designing RRFBs for the cities of Cerritos and
Orange.
Utility Plans, Los Angeles County—
Ms. Hernandez assisted with the utility design
plan for intersections located on Holt Avenue
and Valley Boulevard in the City of Pomona.
AGA Engineers, Inc.
211 Imperial Hwy, Ste 208, Fullerton, CA 92835
(714) 992-4592 email: [email protected]
Lucy Ott
Assistant Engineer
Education
California State University, Long Beach
Bachelor of Science, Civil Engineering, 2023
Professional Associations
Society of Women in Engineering
Orange County Traffic Engineers Council
Ms. Ott is a valuable member of the AGA Team.
Her duties include helping to prepare traffic
signal design plans, aiding with data collection
for traffic studies, and assisting with field work
tasks. He is proficient with AutoCAD and various
modeling, surveying, design, and Microsoft
programs.
Relevant Experience
On -Call Services, City of Whittier — Ms. Ott has
conducted stopping sight distance analyses,
corner sight distance analyses, traffic signal
warrant studies, stop sign warrant analyses,
delay analyses using Synchro, and collision
analyses using Crossroads.
On -Call Services, City of La Habra — Some of the
services Ms. Ott assists with include conducting
left -turn delay counts along several corridors.
She has also assisted with sight distance
analyses at several locations.
On -Call Services, City of South Pasadena —
Tasks which Ms. Ott conducts for the City
include evaluating traffic volumes and speeds,
and analyzing stop compliance.
California State University, Long Beach — As
part of the Design and Construction Services
department, Ms. Ott assisted project engineers
with reviewing Requests for Information,
change orders, and various construction tasks.
She collaborated with contractors and
Engineers, Inc.
subcontractors to ensure timely delivery of
materials and adherence to project
timelines. She also participated in meetings
with contractors to review problems with the
construction work.
Trelos Engineering — Ms. Ott Designed models
in RISA 3D and Hilti to test loads on various
generators, RRUs, and antennas. She assisted
engineers during site walks to take
measurements and oversee construction plans
to ensure their accuracy and safety. In addition,
she collaborated with the project team to
ensure that projects were done quickly and
efficiently.
AGA Engineers, Inc.
211 Imperial Hwy, Ste 208, Fullerton, CA 92835
(714) 992-4592 email: [email protected]
Felipe Ortega
Senior Signal Systems
Specialist
Years of Experience:
26 years
Years with LLG Engineers:
2 years
Registration:
IMSA Transportation Center System
Specialist - Level I — CE _102877
IMSA Traffic Signal Senior Field
Technician - Level III — CE 102877
Professional Memberships:
ITE 1 IMSA 1 OCTEC
LINSCOTT
LAW &
G REENSPAN
engineers
Greenspan, Engineers
2 Executive Circle
Suite 250
Irvine, CA 92614
r 949.825.6175
F 949.825.6173
www.11gengineers.com
Pasadena
Irvine
San Diego
Biography
Mr. Ortega is a Senior Signal Systems Specialist at Linscott, Law & Greenspan, Engineers (LLG).
Mr. Ortega is an essential member of our team, not only because of his expertise in systems integration, but he is a valuable link to City and Agency staff. He trains engineering and maintenance staff in the use of system hardware and software (including newly installed traffic systems and TMC equipment). He also provides essential support for LLG clients, both onsite and remotely, in design implementation, purchasing consultation, and last -mile integration of signal systems, controllers and TMC hardware.
Mr. Ortega's expertise in all facets of communications infrastructure, as well as his background in the installation and configuration of software and hardware for nearly every type of communications system in use throughout Southern California means LLG clients have a reliable asset when it comes to installation, configuration, advising and training staff in the use of these systems.
Areas of Expertise
Communications Design Signal
Modification Design Review
Coordination Timing Implementation
Troubleshooting Traffic -Related
Equipment (Network, Controllers, and
Timing)
Proficient in Traffic Management
Systems (Centracs, QuicNet,
Tactics, Intelight, Transuite)
TMC Network Management & Ops.
Interagency Communications
Relevant Project Experience
On -Call ITS Support Services — Mr. Ortega provides and manages ITS support services to Cities throughout Southern California: Costa Mesa, Fullerton, La Habra, Brea, Dana Point, Laguna Niguel, Huntington Beach, Westminster, Rancho Cucamonga, Montclair, Chino, Highland, Rialto, Cotton, Grand Terrace, Fontana, Ontario, Redlands, and Loma Linda. Mr. Ortega has worked extensively with City engineers and technical staff to maintain, expand, troubleshoot, and repair traffic signal communications and control systems. Mr. Ortega is trained to identify traffic control system issues and flow problems and recommend improvements and adjustments accordingly. Typically, Mr.
Ortega is engaged to integrate and repair systems when other consultants and contractors cannot make things work. Mr. Ortega has worked hand-in-hand with Caltrans engineering and operations staff and developed master plans where Caltrans -controlled intersections were key components in the development of multi -jurisdictional coordination timing within these Cities. Mr. Ortega has also designed and installed various Intelligent Transportation System (ITS) elements including CCTV cameras, fiber optic communication systems, wireless interconnect systems, and serial or Ethernet based systems, as well as upgraded multiple central systems in the past, present and future.
As -Needed Traffic Signal Services, Costa Mesa
Mr. Ortega is extremely familiar with the existing Costa Mesa traffic signal system. He has worked extensively with City engineers and technical staff to maintain, expand, troubleshoot, and repair traffic signal communications and control systems. He is trained to identify traffic control system issues and flow problems and recommend improvements and adjustments accordingly. He has worked hand-in-hand with Caltrans District 12 engineering and operations staff for many years and developed master plans where Caltrans -controlled intersections were key components in the development of multi -jurisdictional coordination timing within the City. He has also designed and installed various Intelligent Transportation System elements including CCTV cameras, fiber optic communication systems, wireless interconnect systems, and serial or Ethernet based systems, as well as upgraded multiple central systems in the past, present and future in the City.
Aim Traffic Data, LLC
OLGA POLUNIN, MBA
PRESIDENT AND CEO
Education: MBA, Loyola University, Chicago, 2002
Affiliations: Orange County Traffic Engineering
Council (OCTEC) — President & Board Member
Institute of Transportation Engineers (ITE) - Member
Advancing Women in Transportation (WTS)- Member
Volunteer: SOCAL Water Polo
Accomplished Business Executive with 17 years of experience in IT and Transportation Industries. Known for high energy, flexibility in working with diverse customer base. Exceeds customer expectations consistently.
PROJECT EXPERIENCE
2019 OCTA CMP Traffic Data Collection
The AimTD team was selected by Orange County
Transportation Authority (OCTA) to update the Con-
gestion Management Program traffic data and analy-
sis in 2019. We collected traffic data including turning movement counts at 101 intersections, roadway seg-
ment ADT, pedestrian/bicycle/E-scooter counts.
Served as a Project Director.
2019 and 2017 Citywide Intersection Turning
Movement Counts City of Pleasanton
AimTD was selected to conduct Biannual Citywide
Intersection Turning Movement Counts at 155 inter-
sections, including Pedestrian counts per crosswalk,
Bicycle counts, bus and heavy truck volumes and
percentages.
Served as a Project Manager.
2017 Cal Poly Pomona University - Parking Occu-
pancy Study
Project Management of Parking Occupancy Study.
The study was conducted for 2 weekdays, 15,000
spaces that included several parking structures,
parking lots and on -street parking.
Citywide Multimodal Study, City of Santa Monica
2015 Multimodal study included Vehicle Turning
Movement Counts, Pedestrians and Bicycle Counts
and Saturation Flow Analysis- 385 locations.
Was responsible for overall project management in-
cluding coordination between Project Managers, Da-
ta Collection and Data Processing Managers. Served
as the main point of contact with the City.
2015 Intersection Turning Movement Counts, City
of Mission Viejo
Responsible for the project management, the project
included vehicle, bicycle and pedestrian turning
movement volumes for each intersection and was
conducted at twenty- one signalized locations along
the La Paz Road Corridor and the Alicia Parkway
Corridor.
2015 1710 — Shoemaker Bridge Replacement Pro-
ject Traffic Operations Analysis Report, Long
Beach, CA
Responsible for the overall project management that
included Intersection Turning Movement Counts and
24hr ADT Traffic Data Collection.
oaquin Cervantes, PE
' ro' ect En : ineer Civil En : ineer
EDUCATION
BS/Civil Engineering, 1998,
California State Polytechnic
University, Pomona
REGISTRATIONS
Professional Civil Engineer/CA
#C70635
PROFESSIONAL
AFFILIATIONS
American Society of Civil
Engineers
ENGLISH LANGUAGE
SKILLS
Excellent written & verbal
CURRENT JOB TITLE
Project Civil Engineer
Mr. Joaquin Cervantes is a Registered Civil Engineer in the State of California and is a Project Engineer/Principal for CEJ Engineers, Inc. He has over 25 years of civil engineering experience, serving as Project Manager.
His responsibilities included directing the production of improvement plans and construction documents, and managing the work of sub - consultants. Mr. Cervantes' experience includes the management, design, and preparation of plans and specifications for street improvements, highway interchange projects, sanitary sewers, flood control improvements, commercial and retail developments. His expertise includes hydrology and hydraulic analysis, HEC RAS hydraulics river channel analysis, storm water management, storm drain design for numerous clients and public agencies in Southern California. In addition, he has been responsible for plan checking public works improvement plans, such as grading, street design, and storm drains, including the review of the associated hydrology and hydraulic analysis report. He has experience as part of a design team, as well as managing Caltrans' projects at conceptual, preliminary and final PS&E levels of effort.
His extensive range of civil engineering experience provides a total solution to civil engineering projects. He has project experience in Los Angeles, Orange, San Bernardino, and Riverside Counties, as well as many local agencies such as the City of Los Angeles, Rosemead, Bell, San Marino, Cudahy, Cerritos, Santa Clarita, Fountain Valley, Garden Grove, Lake Elsinore, Indio, and private developers.
He is proficient with CAD software such as Microstation and AutoCAD, as well as engineering application software, such as, Civil 3D, Advanced Engineering Services (AES) rational method hydrology program, Los Angeles County Modified Rational Method (MORA) and Water Surface Profile Gradient (WSPG) hydraulic modeling, and HEC -RAS channel river modeling.
EXHIBIT B
INSURANCE REQUIREMENTS
14 AGA Engineers, Inc.
Rev. 01/2024
EXHIBIT B
INSURANCE REQUIREMENTS
A. Minimum Scope and Limits of Insurance
City reserves the right to review any and all of the required insurance policies and/or endorsements, but has no obligation to do so. Failure to demand evidence of full compliance with the insurance requirements set forth in this Agreement or failure to identify any insurance deficiency shall not relieve Consultant from, nor be construed or deemed a waiver of, its obligation to maintain the required insurance at all times during the performance, including any extension thereof, of this Agreement.
Consultant shall obtain, maintain, and keep in full force and effect during the life of this Agreement, including any extension thereof, all of the following minimum scope of insurance coverages:
1. Commercial General Liability Insurance
Broad -form commercial general liability, with coverage at least as broad as the most current version of ISO Commercial General Liability coverage form CG 00 01, in a form at least as broad as ISO form CG 00 01 04 13, and shall include insurance for premises and operations, products/completed operations, broad form property damage, blanket contractual liability, independent contractors, personal injury or bodily injury, and personal and advertising injury with a policy limit of not less than Two Million Dollars ($2,000,000.00) per occurrence and Four Million Dollars ($4,000,000.00) general aggregate. The aggregate limit, encompassing the above coverage, shall apply separately to this project/location. If Consultant maintains higher limits than the specified minimum limits, City requires and shall be entitled to coverage for the higher limits maintained by the Consultant.
2. Business Automobile Liability Insurance
Business automobile liability for all owned, hired, leased, and non -owned vehicles at least as broad as the most current version of ISO Business Auto Coverage Form CA 00 01, with a policy limit of not less than Two Million Dollars ($2,000,000.00) combined single limit per accident. If Consultant maintains higher limits than the specified minimum limits, City requires and shall be entitled to coverage for the higher limits maintained by the Consultant.
3. Workers' Compensation and Employer's Liability Insurance Workers' compensation insurance as required by the State of California and Employer's Liability Insurance with a minimum limit of One Million Dollars ($1,000,000.00) 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, officials, 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.
By signing this Agreement, the Consultant acknowledges and agrees to the following:
I am aware of the provisions of Section 3700 of the Labor Code which require every employer to be insured against liability for Workers' Compensation or to undertake self-insurance in accordance with the provisions of that code, and I will comply with such provisions before commencing the performance of the work of this contract.
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 Project Manager before execution of this Agreement by the City. The City, its officers, officials, agents, employees, and volunteers shall not be responsible for any claims in law or equity occasioned by failure of the Consultant to comply with this Section.
4. Professional Errors and Omissions ("E&O") Liability Insurance Professional errors and omissions ("E&O") liability insurance on an occurrence based policy with policy limits of not less than Two Million Dollars ($2,000,000.00) per occurrence and Three Million Dollars ($3,000,000.00) policy aggregate. Architects' and engineers' coverage shall be endorsed to include contractual liability. The retroactive date must be shown, and this date must be before the date of the contract or the beginning of contract work. Insurance must be maintained and evidence of insurance must be provided for at least three (3) years after completion of the contract of work. If coverage is canceled or non -renewed, and not replaced with another policy form with a retroactive date prior to the contract effective date, the Consultant must purchase "extended reporting coverage" for a minimum of three (3) years after completion of contract work. A copy of the claims reporting requirements must be submitted to the Project Manager for review. If Consultant maintains higher limits than the specified minimum limits, City requires and shall be entitled to coverage for the higher limits maintained by the Consultant.
5. Standards for Insurance Comoanies
All insurance policies shall be issued by an insurance company currently authorized by the Insurance Commission to transact business of insurance or is on the List of Approved Surplus Line Insurers in the State of California, with an assigned policyholders' rating of A- (or higher) and Financial Size Category Class VII (or larger) in accordance with the latest edition of Best's Key Rating Guide.
B. Documentation and Other Provisions
1. The commercial general liability insurance policy and business automobile liability policy shall be endorsed to contain the following: The City of Placentia, its officers, officials, agents, employees, and volunteers are additional insureds with respect to: liability arising out of activities performed by or on behalf of the Consultant pursuant to its contract with the City; products and completed operations of the Consultant; premises owned, occupied, or used by the Consultant; and automobiles owned, leased, hired, or borrowed by the Consultant. General liability coverage can be provided in the form of an endorsement to the Contractor's insurance at least as broad as one of the following ISO ongoing operations forms: CG 20 10 or CG 20 26 or CG 20 33 (not allowed from
subcontractors), or CG 20 38; and one of the following ISO completed operations forms:
CG 20 37, 2039 (not allowed from subcontractors), or CG 20 40.
2. Said policies shall not terminate, nor shall they be cancelled or coverage reduced, without at least thirty (30) days' written notice to the City. 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 cancelled policy or reduction in the required coverage limits, the City may procure such insurance at Consultant's sole cost and expense.
3. The Consultant's insurance coverage shall be primary insurance coverage at least as broad as ISO CG 20 01 04 13 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.
4. 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.
5. Defense fees and costs shall not deplete the limits of any insurance provided under this Agreement except as E&O policies wherin.
6. 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.
7. Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Consultant shall ensure the City is an additional insured on insurance required from subcontractors.
8. Consultant agrees to waive, and to obtain endorsements from insurers waiving, subrogation rights against the City, its officers, officials, 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 insurance policies.
9. Coverage shall be on a standard occurrence form. Claims -made forms are not acceptable. Modified, limited, or restricted occurrence forms are not acceptable.
EXHIBIT C
CERTIFICATES OF INSURANCE AND ENDORSEMENTS
15 AGA Engineers, Inc.
Rev. 01/2024
AC CERTIFICATE
CERTIFICATE OF LIABILITY INSURANCE I DATA/8�M/DDD/YYYY) 2024
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, If SUBROGATION IS WAIVED, subject to the terms and conditions this certificate does not confer rights to the certificate holder in lieu
PRODUCER
IOA Insurance Services
130 Vantis, Suite 250
Aliso Viejo, CA 92656
www.ioausa.com CA License #0E67768
INSURED
AGA Engineers, Inc.
211 E. Imperial Hwy., Suite 208
Fullerton CA 92835
the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. of the policy, certain policies may require an endorsement. A statement on of such endorsement(s).
CONTNAME: Betty Tran
PHONE
LAIC. No. Extl: 949-297-5962
E-MAIL
ADDRESS: bettv.tran(Q7ioausa.com
INSURER(S) AFFORDING COVERAGE
INSURER A: RLI Insurance Company
1 INSURER B : RSUI Indemnity Company
1 INSURER c : Continental Casualty Company
I INSURER D :
1 INSURER E :
I INSURER F :
FAX
IA/C, Nol:
949-297-5960
NAIC #
13056
22314
20443
COVERAGES CERTIFICATE NUMBER: 80851755 REVISION NUMBER:
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
INSR I TYPE OF INSURANCE ADDL SUBRI POLICY EFF POLICY EXP LTR wsn wvn POLICY NUMBER fMM/DDIYYYYI IMM/DD/YYYYI LIMITS A I �/ COMMERCIAL GENERAL LIABILITY /
CLAIMS -MADE
OCCUR
✓ Primary/Non-Contributory
✓ Waiver of Subroqation
GEN'L AGGREGATE LIMIT APPLIES PER:
POLICY ✓ PRO LOC
JECT
/ OTHER: Form #PPB3161113
A AUTOMOBILE LIABILITY
/ ANY AUTO
OWNED SCHEDULED
AUTOS ONLY AUTOS
HIRED NON -OWNED
✓ AUTOS ONLY AUTOS ONLY
✓ Prim/NonCon ✓ Wvr of Subr
B
UMBRELLA LIAB
EXCESS LIAB
OCCUR
CLAIMS -MADE
I I DED I ✓ I RETENTON$0
A WORKERS COMPENSATION
AND EMPLOYERS' LIABILITY Y / N
ANYPROPR IETOR/PARTN ER/EXECUTIVE
OFFICER/MEMBEREXCLUDED?
(Mandatory in NH)
If yes, describe under
DESCRIPTION 9F9P ATIONS below
C Professional Liability
Claims -Made
Y
NIA
PSB0008919
Blanket Al and
Prim/NonCon Endt
#PPB3040212; Blanket Wvr
of Subr Endt #BP04970106
Professional Services
performed by the Insured
are Excluded
PSA0002928
Blanket AI, Prim/NonCon
and Blanket Wvr of Subr
included on pg 2 of Form
#PPA3000313
NHA601729
Follow Form; Excl Prof
Liability
PSW0004954
USL&H Included;
Blanket Waiver of
Subrogation Endt
#WC0403060484
MCH591940711
7/1/2024
7/1/2025
7/1/2024 7/1/2025
7/1/2024 7/1/2025
7/1/2024 7/1/2025
7/1/2024
7/1/2025
EACH OCCURRENCE
IDAMAGE TO RENTED
PREMISES (Ea occurrence)
I MED EXP (Any one person)
I PERSONAL & ADV INJURY
I GENERAL AGGREGATE
I PRODUCTS - COMP/OP AGG
$ 1,000,000
$1,000,000
$ 10,000
$ 1,000,000
$ 2,000,000
$ 2,000,000
Deductible $ 0
COMBINED SINGLE LIMIT $1,000,000
(Ea accident)
BODILY INJURY (Per person) I $
BODILY INJURY (Per accident) $
PROPERTY DAMAGE
(Per accident)
Deductible
EACH OCCURRENCE
AGGREGATE
✓ I STATUTE I I EERH
E.L. EACH ACCIDENT
$0
$ 2,000,000
$ 2,000,000
Deductible - $0
$ 1,000,000
E.L. DISEASE - EA EMPLOYEE $ 1.000.000
E.L. DISEASE - POLICY LIMIT $ 1,000.000
$3,000,000 Each Claim
$3,000,000 Annual Aggregate
$25,000 Each Claim Deductible
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Any person or organization that Insured agrees in a contract or agreement requiring insurance to include, is an Additional Insured with respect to General Liability (GL) and Automobile Liability, but only to the extent provided within the Endorsements noted above and attached. GL includes Separation of Insureds and Contractual Liability per limitations in the BusinessOwners' Coverage form. A Workers' Compensation Waiver is included for any person or organization that Insured is required to waive rights of recovery against in a written contract or agreement, but only to the extent provided within the Endorsement noted above and attached. Coverage is subject to all policy terms, conditions, limitations and exclusions.
CERTIFICATE HOLDER
All Traffic Engineering Services of the Insured
City of Placentia
401 E. Chapman Avenue
Placentia CA 92870
ACORD 25 (2016/03)
CANCELLATION
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.
AUTHORIZED REPRESENTATIVE
(AVC) Alicia K. Igram
© 1988-2015 ACORD CORPORATION. All rights reserved.
The ACORD name and logo are registered marks of ACORD
80851755 1 7/24-25 GL/AUTO/EXCESS/WC/PL Blanket Endts 1 Pauline Bingham 1 7/8/2024 11:19:04 AM (PDT) 1 Page 1 of 19
ACORO®
AGENCY
IOA Insurance Services
POLICY NUMBER
CARRIER
ADDITIONAL REMARKS
AGENCY CUSTOMER ID:
LOC #:
ADDITIONAL REMARKS SCHEDULE
NAIC CODE
NAMED INSURED
AGA Engineers, Inc.
211 E. Imperial Hwy., Suite 208
Fullerton CA 92835
EFFECTIVE DATE:
Page of
THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER: 25 FORM TITLE: Certificate of Liability (03/16) HOLDER: City of Placentia
ADDRESS: 401 E. Chapman Avenue Placentia CA 92870
Description of Operations Continued: 30 Day Notice of Cancellation / 10 Days for Non - Payment in accordance with policy provisions.
ACORD 101 (2008/01) © 2008 ACORD CORPORATION. All rights reserved.
The ACORD name and logo are registered marks of ACORD ATTACHMENT 80851755 1 7/24-25 GL/AUTO/EXCESS/WC/PL Blanket Endts 1 Pauline Bingham 1 7/8/2024 11:19:04 AM (PDT) 1 Page 2 of 19
Policy Number: PSB0008919 RLI Insurance Company
Named Insured: AGA Engineers, Inc.
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
RLIPack® FOR PROFESSIONALS
BLANKET ADDITIONAL INSURED ENDORSEMENT
This endorsement modifies insurance provided under the following:
BUSINESSOWNERS COVERAGE FORM - SECTION II — LIABILITY
1. C. WHO IS AN INSURED is amended to include as
an additional insured any person or organization that
you agree in a contract or agreement requiring
insurance to include as an additional insured on this
policy, but only with respect to liability for "bodily
injury", "property damage" or "personal and
advertising injury" caused in whole or in part by you
or those acting on your behalf:
a. In the performance of your ongoing operations;
b. In connection with premises owned by or rented
to you; or
c. In connection with "your work" and included
within the "product -completed operations
hazard".
2. The insurance provided to the additional insured by
this endorsement is limited as follows:
a. This insurance does not apply on any basis to
any person or organization for which coverage
as an additional insured specifically is added by
another endorsement to this policy.
b. This insurance does not apply to the rendering
of or failure to render any "professional
services".
c. This endorsement does not increase any of the
limits of insurance stated in D. Liability And
Medical Expenses Limits of Insurance.
3. The following is added to SECTION III H.2. Other
Insurance — COMMON POLICY CONDITIONS
(BUT APPLICABLE ONLY TO SECTION II —
LIABILITY)
However, if you specifically agree in a contract or
agreement that the insurance provided to an
PPB 304 02 12
C)
Oa
additional insured under this policy must apply on a
primary basis, or a primary and non-contributory
basis, this insurance is primary to other insurance
that is available to such additional insured which
covers such additional insured as a named insured,
and we will not share with that other insurance,
provided that:
a. The "bodily injury" or "property damage" for
which coverage is sought occurs after you have
entered into that contract or agreement; or
b. The "personal and advertising injury" for which
coverage is sought arises out of an offense
committed after you have entered into that
contract or agreement.
4. The following is added to SECTION III K. 2.
Transfer of Rights of Recovery Against Others to
Us — COMMON POLICY CONDITIONS (BUT
APPLICABLE TO ONLY TO SECTION II —
LIABI LITY)
We waive any rights of recovery we may have
against any person or organization because of
payments we make for "bodily injury", "property
damage" or "personal and advertising injury" arising
out of "your work" performed by you, or on your
behalf, under a contract or agreement with that
person or organization. We waive these rights only
where you have agreed to do so as part of a
contract or agreement with such person or
organization entered into by you before the "bodily
injury" or "property damage" occurs, or the "personal
and advertising injury" offense is committed.
ALL OTHER TERMS AND CONDITIONS OF THIS POLICY REMAIN UNCHANGED. 80851755 1 7/24-25 GL/AUTO/EXCESS/WC/PL Blanket Endts 1 Pauline Bingham 1 7/8/2024 11:19:04 AM (PDT) 1 Page 3 of 19
POLICY NUMBER: PSB0008919 BUSINESSOWNERS
BP 04 97 01 06
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
WAIVER OF TRANSFER OF RIGHTS OF RECOVERY
AGAINST OTHERS TO US
Named Insured: AGA Engineers, Inc.
This endorsement modifies insurance provided under the following:
BUSINESSOWNERS COVERAGE FORM
SCHEDULE
Name Of Person Or Organization:
Any person or organization that you are required to waive rights of recovery against in a written contract or agreement, even if you have not entered in to a written contract with that person or organization.
Information required to complete this Schedule, if not shown above, will be shown in the Declarations.
Paragraph K. Transfer Of Rights Of Recovery
Against Others To Us in Section III — Common
Policy Conditions is amended by the addition of the
following:
We waive any right of recovery we may have against
the person or organization shown in the Schedule
above because of payments we make for injury or
damage arising out of your ongoing operations or
"your work" done under a contract with that person or
organization and included in the "products -completed
operations hazard". This waiver applies only to the
person or organization shown in the Schedule above.
BP 04 97 01 06
© ISO Properties, Inc., 2004 Page 1 of 1 ❑
80851755 1 7/24-25 GL/AUTO/EXCESS/WC/PL Blanket Endts 1 Pauline Bingham 17/8/2024 11:19:04 AM (PDT) 1 Page 4 of 19
Policy Number: PSB0008919
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
APPLICABLE FORMS & ENDORSEMENTS
FORMS AND ENDORSEMENTS LISTED BELOW APPLY TO AND ARE MADE PART OF THIS POLICY AT TIME OF ISSUE.
Form Number
PPB101 01 22
PPB300 06 10
PPB301 01 18
PPB303 06 10
PPB304 02 12
PPB306 06 10
PPB307 06 10
PPB310 06 10
PPB312 09 13
PPB313 02 12
PPB316 11 13
PPB318 02 15
PPB319 11 10
PPB361 01 22
PPK2107 05 11
BP0417 01 10
BP0497 01 06
BP0498 07 13
BP0501 07 02
BP0515 12 20
BP0517 0106
BP0523 01 15
BP0577 0106
BP1203 01 10
BP1S06 05 14
BP0155 07 20
ILF0001 04 22
Form Title
RLIPack BUSINESSOWNERS COVERAGE FORM
RLIPack ERISA ENDORSEMENT
RLIPack FOR DESIGN PROFESSIONALS PROPERTY ENHANCEMENT
RLIPack ASBESTOS EXCLUSION
RLIPack FOR PROFESSIONALS BLANKET ADDITIONAL INSURED
ENDORSEMENT
RLIPack EXCLUSION - DESIGNATED OPERATIONS
RLIPack DISCRIMINATION EXCLUSION
RLIPack LEAD EXCLUSION
RLIPack FOR DESIGN PROFESSIONALS PROFESSIONAL SERVICES
EXCLUSION
RLIPack FOR PROFESSIONALS SCHEDULED ADDITIONAL INSURED
ENDORSEMENT
RLIPack FOR DESIGN PROFESSIONALS LIABILITY ENHANCEMENT
RLIPack EQUIPMENT BREAKDOWN ENDORSEMENT
RLIPack GREEN PROPERTY ENDORSEMENT
RUPack® PFAS EXCLUSION
RLIPACK NOTICE OF CANCELLATION OR NONRENEWAL
INCLUDING NONPAYMENT OF PREMIUM DESIGNATED PERSON
OR ORGANIZATION
EMPLOYMENT-RELATED PRACTICES EXCLUSION
WAIVER OF TRANSFER OF RIGHTS OF RECOVERY AGAINST
OTHERS TO US
EMPLOYEE BENEFITS LIABILITY COVERAGE
CALCULATION OF PREMIUM
DISCLOSURE PURSUANT TO TERRORISM RISK INSURANCE ACT
EXCLUSION - SILICA OR SILICA -RELATED DUST
CAP ON LOSSES FROM CERTIFIED ACTS OF TERRORISM
FUNGI OR BACTERIA EXCLUSION (LIABILITY)
LOSS PAYABLE CLAUSES
EXCLUSION - ACCESS OR DISCLOSURE OF CONFIDENTIAL OR
PERSONAL INFORMATION (PERSONAL AND ADVERTISING INJURY
ONLY)
CALIFORNIA CHANGES
SIGNATURE PAGE
ALL OTHER TERMS AND CONDITIONS OF THIS POLICY REMAIN UNCHANGED.
RIL 2150 (08/08) Page 1
80851755 1 7/24-25 GL/AUTO/EXCESS/WC/PL Blanket Endts 1 Pauline Bingham 1 7/8/2024 11:19:04 AM (PDT) 1 Page 5 of 19
Policy Number: PSB0008919 RLI Insurance Company
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
RLIPack® FOR DESIGN PROFESSIONALS
LIABILITY ENHANCEMENT
SCHEDULE OF COVERAGES ADDRESSED BY THIS ENDORSEMENT
A. First Aid And Good Samaritan Services
B. Supplementary Payments
C. Reasonable Force — Bodily Injury Or Property Damage
D. Non -Owned Watercraft
E. Canoes Or Rowboats
F. Damage To Premises Rented To You
G. Aircraft Chartered With Crew
H. Electronic Data Liability
I. Who Is An Insured — Newly Acquired Or Formed Organizations J. Who Is An Insured — Unnamed Partnership Or Joint Venture K. Additional Insured — Owner, Manager Or Lessor Of Premises Or Leased Equipment L. Additional Insured — State Or Political Subdivisions — Permits Related To Premises Or Operations M. General Aggregate Limit — Per Project Or Per Location N. Knowledge And Notice Of Occurrence Or Offense
O. Amended Bodily Injury Definition
P. Amended Insured Contract Definition — Construction Or Demolition Operations Within 50' Of Railroad Q. Amended Personal And Advertising Injury Definition — Electronic Material R. Unintentional Omission
S. Waiver Of Transfer Of Rights Of Recovery Against Others To Us PPB 3161113 Page1 of7
80851755 17/24-25 GL/AUTO/EXCESS/WC/PL Blanket Endts 1 Pauline Bingham 17/8/2024 11:19:04 AM (PDT) 1 Page 6 of 19
This endorsement modifies insurance provided under the following:
BUSINESSOWNERS COVERAGE FORM — SECTION II — LIABILITY AND SECTION III AS IT PERTAINS TO LIABILITY ONLY
A. First Aid And Good Samaritan Services
1. The following is added to Section II A.1.
Business Liability Coverages
We will pay those sums that the insured
becomes legally obligated to pay as damages
because of "bodily injury" arising out of either the
rendering of or failure to render, "First Aid" or
"Good Samaritan Services" to any person. For
the purposes of this coverage grant, "First Aid"
or "Good Samaritan Services" will be deemed to
meet the definition of "occurrence". For the
purposes of determining the applicable limits of
insurance, any act or omission together with all
related acts or omissions in the rendering of
"First Aid" or "Good Samaritan Services" to any
one person will be deemed one "occurrence".
a. "First Aid" means initial care for medical
attention immediately following a "bodily
injury".
b. "Good Samaritan Services" means medical
attention provided in an emergency and for
which no remuneration is demanded or
received.
2. The insurance provided by this provision shall
be excess over any valid and collectible other
insurance available to any insured whether
primary, excess, contingent or any other basis,
except for insurance purchased specifically by
you to apply in excess of the limits of Insurance
shown in the declarations for Business Liability.
B. Supplementary Payments
Section II A.1.f. Coverage Extension
Supplementary Payments Paragraphs 1.(b) and
1.(d) are deleted and replaced with the following:
(b) Up to $2,500 for the cost of bail bonds required
because of accidents or traffic violations arising
out of any vehicle to which Business Liability
Coverage for "bodily injury" applies. We do not
have to furnish these bonds.
(d) All reasonable expenses incurred by the insured
at our request to assist in the investigation or
defense of the claim or "suit", including actual
loss of earnings up to $500 a day because of
time off work.
C. Reasonable Force
Damage
Section II B.1.a.
Intended Injury, is
following:
PPB 316 11 13
— Bodily Injury Or Property
Exclusions, Expected Or
deleted and replaced by the
a. Expected or Intended Injury
"Bodily Injury" or "property damage" ex-
pected or intended from the standpoint of
the insured. This exclusion does not apply to
"bodily injury" or "property damage" resulting
from the use of reasonable force to protect
persons or property.
D. Non -Owned Watercraft
1. Section II B.1.g. Exclusions, Aircraft, Auto Or
Watercraft Subparagraph (2) is deleted and
replaced by the following:
(2) A watercraft you do not own that is:
(a) Up to seventy-five (75) feet long; and
(b) Not being used to carry persons or
property for a charge;
2. Only as respects to the insurance provided by
this provision C. Who Is An Insured is
amended to include as an insured any person
who, with your express consent uses the
watercraft.
3. The insurance provided by this provision shall
be excess over any valid and collectible other
insurance available to the insured, whether
primary, excess, contingent or on any other
basis, except for the insurance purchased
specifically by you to apply in excess of the
Limits of Insurance shown in the declarations for
this Coverage Part.
E. Canoes Or Rowboats
The following is added to the exceptions contained
in Section II B.1.g. Exclusions, Aircraft, Auto Or
Watercraft:
(6) Any non -motorized canoe or rowboat owned by
the insured. Only as respects to the insurance
provided by this provision C. Who Is An
Insured is amended to include as an insured
any person who, with your express consent,
uses any such canoe or rowboat.
F. Damage to Premises Rented to You
1. The last paragraph of Section II B.1. Ex-
clusions — Applicable To Business Liability
Coverage is deleted and replaced by the
following:
Exclusions c., d., e., f., g., h., i., k., I., m., n. and o. in SECTION II — LIABILITY do not apply to
damage by water, fire, explosion, lightning, or
smoke resulting from fire to premises while
80851755 1 7/24-25 GL/AUTO/EXCESS/WC/PL Blanket Endts 1 Pauline Bingham 1 7/8/2024 11:19:04 AM (PDT) 1 Page 7 of 19
rented to you, or temporarily occupied by you
with permission by the owner. A separate
Damage To Premises Rented To You Limit of
Insurance applies to this coverage as described
in paragraph D. Liability And Medical
Expenses Limits of Insurance in SECTION II —
LIABILITY.
2. Section II F.9.a. Liability And Medical
Expenses Definitions, is deleted and replaced
by the following:
a. A contract for a lease of premises. However,
that portion of the contract for a lease of
premises that indemnifies any person or
organization for damage by water, fire,
explosion, lightning, or smoke resulting from
fire to premises while rented to you or
temporarily occupied by you with permission
of the owner is not an "insured contract";
3. This provision does not apply if coverage for
Damage To Premises Rented To You is ex-
cluded by another endorsement to this policy.
G. Aircraft Chartered With Crew
1. The following is added to the exceptions
contained in Section II B.1 .g. Exclusions,
Aircraft, Auto or Watercraft:
(6) Any non -owned aircraft chartered to you
with a crew including a pilot.
2. The insurance provided by this provision shall
be excess over any valid and collectible other
insurance available to the insured whether
primary, excess, contingent or on any other
basis, except for insurance purchased specif-
ically by you to apply in excess of the Limits of
Insurance shown in Declarations.
H. Electronic Data Liability
1. Section II B.1.q. Exclusions is deleted and
replaced by the following:
q•
Electronic Data
Damages arising out of the loss of, loss of
use of, damage to, corruption of, inability to
access, disclosure of, display of, theft or
misappropriation of or inability to manipulate
"electronic data". However this exclusion
does not apply to "Property Damage".
2. The following definition is added to Section II F.
Liability And Medical Expenses Definitions:
"Electronic data" means information, facts or
programs stored as or on, created or used on, or
transmitted to or from computer software
(including systems and applications software),
hard or floppy disks, CD-ROMS, tapes, drives,
PPB 316 11 13
cells, data processing devices or any other
media which are used with electronically
controlled equipment.
3. For the purposes of the coverage provided by
this endorsement, Section II F. Liability And
Medical Expenses Definitions, Paragraph 17.
is deleted and replaced by the following:
17. "Property damage" means:
a. Physical injury to tangible property,
including all resulting loss of use of that
property. All such loss of use shall be
deemed to occur at the time of the
physical injury that caused it;
b. Loss of use of tangible property that is
not physically injured. All such loss of
use shall be deemed to occur at the
time of the "occurrence" that caused it;
or
c. Loss of, loss of use of, damage to,
corruption of, inability to access, or in-
ability to manipulate "electronic data",
resulting from physical injury to tangible
property. All such loss of "electronic
data" shall be deemed to occur at the
time of the "occurrence" that caused it.
d. Property damage does not mean dis-
closure of, display of, or theft or mis-
appropriation of electronic data however
caused.
For the purposes of this insurance,
"electronic data" is not tangible property.
I. Who Is An Insured — Newly Acquired Or Formed
Organizations
The following is added to Section II C. Who Is An
Insured:
Any organization you newly acquire or form, other
than a partnership, joint venture or limited liability
company, over which you maintain ownership or
majority interest, will qualify as a Named Insured if
there is no other similar insurance available to that
organization. However:
1. Coverage under this provision is afforded only
until the one hundred eightieth (180th) day after
you acquire or form the organization or the end
of the policy period, whichever is earlier;
2. Coverage does not apply for "bodily injury" or
"property damage" that occurred before you
acquired or formed the organization.
3. Coverage does not apply for "personal and
advertising injury" arising out of an offense
committed before you acquired or formed the
organization.
80851755 1 7/24-25 GL/AUTO/EXCESS/WC/PL Blanket Endts 1 Pauline Bingham 1 7/8/2024 11:19:04 AM (PDT) 1 Page 8 of 19
4. This provision does not apply to any
organization for which coverage is excluded by
another endorsement to this policy.
J. Who Is An Insured — Unnamed Partnership Or
Joint Venture
1. The last paragraph of Section II C. Who Is An
Insured is deleted and replaced by the
following:
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. However this limitation does
not apply to your liability with respect to your
conduct of the business of any current or past
partnership or joint venture:
a. That is not shown as a Named Insured in
the Declarations; and
b. In which you are a member or partner but
only if:
(i) Each and every member or partner in
that joint venture or partnership is not a
construction contractor; and
(ii) The joint venture or partnership is not
providing construction contracting
services.
2. This provision does not apply to any person or
organization for which coverage is excluded by
another endorsement to this policy.
3. The insurance provided by this provision shall
be excess over any valid and collectible other
insurance, whether primary, excess, contingent
or on any other basis, which is available
covering your liability with respect to your
conduct of the business of any current or past
partnership or joint venture that is not shown as
a Named Insured in the Declarations and which
is issued to such partnership or joint venture.
K. Additional Insured — Owner, Manager Or Lessor
Of Premises Or Leased Equipment
Section II C. Who Is An Insured is amended to
include as an insured:
1. Any person or organization that you have
agreed in a contract or agreement to include as
an additional insured on this policy, but:
a. Only with respect to liability for "bodily injury"
or "property damage" that occurs, or
"personal and advertising injury" caused by
an offense committed, after you have
entered into that contract or agreement; and
PPB 316 11 13
(1) Only if the "bodily injury", "property dam-
age" or "personal and advertising injury"
is caused, in whole or in part, by you or
any person or organization performing
operations on your behalf, and arises
out of the ownership, maintenance or
use of that part of any premises leased
to you under that contract or agreement;
or
(2) The "bodily injury", "property damage" or
"personal and advertising injury" is
caused, in whole or in part, by you or
any person or organization performing
operations on your behalf, and arises
out of the maintenance, operation or use
of equipment leased to you by such
additional insured.
2. The insurance provided to such additional in-
sured under this provision is subject to the
following:
a. The limits of insurance afforded to such
additional insured shall be the limits which
you agreed to provide in the contract or
agreement, or the limits shown in the
Declarations, whichever are less; and
b. The insurance afforded to such additional
insured does not apply:
(1) To any "bodily injury" or "property dam-
age" that occurs, or "personal and
advertising injury" caused by an offense
committed, after you cease to be a
tenant in that premises;
(2) To any structural alterations, construc-
tion or demolition operations performed
by or on behalf of such additional
insured;
(3)
To any premises for which coverage is
excluded by another endorsement to
this Coverage Part;
(4) To any "bodily injury" or "property dam-
age" that occurs, or "personal and
advertising injury" caused by an offense
committed, after the equipment lease
expires; or
(5)
If the equipment is leased with an
operator.
3. This provision does not apply on any basis to
any person or organization for which coverage
as an additional insured specifically is added by
another endorsement to this policy.
80851755 1 7/24-25 GL/AUTO/EXCESS/WC/PL Blanket Endts 1 Pauline Bingham 1 7/8/2024 11:19:04 AM (PDT) 1 Page 9 of 19
L. Additional Insured — State Or Political
Subdivisions — Permits Related To Premises Or
Operations
Section II C. Who Is An Insured is amended to
include as an insured:
1. Any state or political subdivision that has issued
a permit in connection with premises owned or
occupied by, or rented or loaned to, you, but
only with respect to "bodily injury", "property
damage", "personal and advertising injury"
arising out of the existence, ownership, use,
maintenance, repair, construction, erection or
removal of advertising signs, awnings, canopies,
cellar entrances, coal holes, driveways, man-
holes, marquees, hoist away openings, sidewalk
vaults, elevators, street banners or decorations
for which that state or political subdivision has
issued such permit.
2. Any state or political subdivision that has issued
a permit, but only with respect to "bodily injury",
"property damage", "personal and advertising
injury" arising out of operations performed by
you or on your behalf for which that state or
political subdivision has issued such permit.
However, no such state or political subdivision is
an insured for:
a. "Bodily injury", "property damage", "personal
and advertising injury" arising out of op-
erations performed for that state or political
subdivision; or
b. "Bodily injury" or "property damage" included
within the "products -completed operations
hazard".
M. General Aggregate Limit — Per Project Or Per
Location
Section II D. Liability And Medical Expenses
Limits of Insurance, Paragraph 4. Aggregate
Limits. is deleted and replaced by the following:
4. Aggregate Limits
The most we will pay for:
a. All "bodily injury" and "property damage" that
is included in the "products -completed
operations hazard" is twice the Liability and
Medical Expenses limit.
b. All:
(1) "Bodily injury" and "property damage"
except damages because of "bodily in-
jury" or "property damage" included in
the "products -completed operations
hazard";
(2) Plus medical expenses;
(3) Plus all "personal and advertising injury"
caused by offenses committed;
PPB 316 11 13
80851755 1 7/24-25 GL/AUTO/EXCESS/WC/PL Blanket Endts 1 Pauline Bingham 1 7/8/2024 11 is twice the Liability and Medical Expenses
limit.
The aggregate limit for all "bodily injury" and
"property damage", medical expenses and
"personal and advertising injury" other than
"bodily injury" or "property damage" included in
the "products -completed operations hazard"
applies separately to each of your "projects"
away from premises owned by or occupied by
you or to each of your "locations" owned by or
occupied by you.
"Projects" mean an area away from premises
owned by or rented to you at which you are
performing operations pursuant to a contract or
agreement. For the purposes of determining the
applicable aggregate limit of insurance, each
"project" at the same "location" shall be
considered a single "project".
For the purposes of this provision, "location"
means
1. Premises involving the same or connecting
lots;
2. Premises where connection is interrupted
only by a street, roadway, waterway or right-
of-way of a railroad; or
3. Premises where operations are performed in
sections, stages or phases as a continuation
of the same contract or agreement, even if
the premises do not involve connecting lots.
Subject to Paragraph a. or b. above, whichever
applies, the Damage To Premises Rented To
You Limit is the most we will pay for damages
because of "property damage" to any one
premises, while rented to you, or in the case of
fire; explosion; lightning; smoke resulting from
such fire, explosion or lightning; or water while
rented to you or temporarily occupied by you
with permission of the owner.
The Limits of Insurance of SECTION II —
LIABILITY apply separately to each consecutive
annual period and to any remaining period of
less than twelve (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 twelve (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.
N. Knowledge And Notice Of Occurrence Or
Offense
The following is added to Section 11 E. 2. Liability
and Medical Expenses General Conditions,
Duties In The Event of Occurrence, Offense,
Claim Or Suit:
19:04 AM (PDT)
Notice of an "occurrence" or of an offense which
may result in a claim must be given as soon as
practicable after knowledge of the "occurrence" or
offense has been reported to you, one of your
"executive officers" (if you are a corporation), one of your partners who is an individual (if you are a
partnership), one of your managers (if you are a
limited liability company), one of your trustees who is an individual (if you are a trust), or an "employee"
(such as an insurance, loss control or risk manager
or administrator) designated by you to give such
notice.
Knowledge by any other "employee" of an 'occur-
rence" or offense does not imply that you also have
such knowledge.
Notice of an "occurrence" or of an offense which
may result in a claim will be deemed to be given as
soon as practicable to us if it is given in good faith as soon as practicable to your workers' compensation,
accident, or health insurer. This applies only if you
subsequently give notice of the "occurrence" or
offense to us as soon as practicable after you, one
of your "executive officers" (if you are a corporation), one of your partners who is an individual (if you are
a partnership), one of your managers (if you are a
limited liability company), one of your trustees who is an individual (if you are a trust), or an "employee"
(such as an insurance, loss control or risk manager
or administrator) designated by you to give such
notice discovers that the "occurrence" or offense
may involve this policy.
O. Amended Bodily Injury Definition
The definition of "bodily injury" in Section II F.3.
Liability And Medical Expenses Definitions is
deleted and replaced by the following:
"Bodily injury" means injury to the body, sickness,
disease, or death. "Bodily injury" also means mental
injury, mental anguish, emotional distress, pain and
suffering, or shock resulting from injury to the body,
sickness, disease or death of any person.
P. Amended Insured Contract Definition —
Construction Or Demolition Operations Within
50' Of Railroad
1. The definition of "insured contract" in Section Il
F.9.c. Liability And Medical Expenses Defi-
nitions is deleted and replaced by the following:
c. Any easement or license agreement
2. The definition of "insured contract" in Section II
F.9.f.(1) Liability And Medical Expenses
Definitions is deleted.
3. The insurance provided by this provision shall
be excess over any valid and collectible Railroad
PPB 31611 13
Protective Liability insurance available to an
insured , whether primary, excess, contingent or
on any other basis, except for the insurance
purchased specifically by you to apply in excess
of the Limits of Insurance shown in the
declarations for this Coverage Part.
Q. Amended Personal And Advertising Injury
Definition — Electronic Material
1. The definition of "personal and advertising
injury" in Section II F.14.d. Liability And
Medical Expenses Definitions is deleted and
replaced by the following:
d. Oral, written or electronic publication, in any
manner, of material that slanders or libels a
person or organization or disparages a
person's or organization's goods, products
or services;
2. The definition of "personal and advertising
injury" in Section II F.14.e. Liability And
Medical Expenses Definitions is deleted and
replaced by the following:
e. Oral, written or electronic publication, in any
manner, of material that violates a person's
right of privacy;
3. Section II B.1.p.(2) Exclusions for Personal
And Advertising Injury is deleted and replaced
by the following:
(2) Arising out of oral, written or electronic
publication of material if done by or at the
direction of the insured with knowledge of its
falsity;
4. Section II B.1.p.(2) Exclusions for Personal
And Advertising Injury is deleted and replaced
by the following:
(3) Arising out of oral, written or electronic pub-
lication of material whose first publication
took place before the beginning of the policy
period;
R. Unintentional Omission
80851755 1 7/24-25 GL/AUTO/EXCESS/WC/PL Blanket Endts 1 Pauline Bingham 1 7/8/2024 11:19 The following is added to SECTION III — COMMON
POLICY CONDITIONS Paragraph C. Concealment,
Misrepresentation Or Fraud (BUT APPLICABLE
ONLY TO SECTION 11 — LIABILITY)
However as it pertains to Business Liability Cover-
age only, the unintentional omission of, or uninten-
tional error in, any information provided by you
which we relied upon in issuing this policy shall not
prejudice your rights under this insurance. This pro-
vision does not affect our right to collect additional
premium or to exercise our right of cancellation or
nonrenewal in accordance with applicable insurance
laws or regulations.
04 AM (PDT) 1 Page 11 of 19
S. Waiver Of Transfer Of Rights Of Recovery
Against Others To Us
SECTION III — COMMON POLICY CONDITIONS
Paragraph K.2. Transfer of Rights of Recovery
Against Others to Us (BUT APPLICABLE ONLY
TO SECTION II — LIABILITY) is deleted and
replaced by the following:
2. Applicable to Business Liability Coverage:
We waive any rights of recovery we may have
against any person or organization because of
payments we make for "bodily injury", "property
damage", "personal injury and advertising injury"
arising out of:
a. Premises owned by you, temporarily occu-
pied by you with permission of the owner, or
leased or rented to you;
PPB 316 11 13
b. Ongoing and completed operations per-
formed by you, or on your behalf, under a
contract or agreement with that person or
organization;
c. Your "work"; or
d. "Your products".
We waive these rights only where you have
agreed to do so as part of a contract or agree-
ment entered into by you before the "bodily
injury" or "property damage" occurs or the
"personal and advertising injury" offense is
committed.
ALL OTHER TERMS AND CONDITIONS OF THIS POLICY REMAIN UNCHANGED. 80851755 i 7/24-25 GL/AUTO/EXCESS/WC/PL Blanket Endts 1 Pauline Bingham 1 7/8/2024 11:19:04 AM (PDT) 1 Page 12 of 19
Policy Number: PSA0002928
Named Insured: AGA Engineers, Inc.
RLI Insurance Company
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
RLIPack® BUSINESS AUTO ENHANCEMENT
SCHEDULE OF COVERAGES ADDRESSED BY THIS ENDORSEMENT
A. Broad Form Named Insured
B. Employees As Insureds
C. Blanket Additional Insured
D. Blanket Waiver Of Subrogation
E. Employee Hired Autos
F. Fellow Employee Coverage
G. Auto Loan Lease Gap Coverage
H. Glass Repair — Waiver Of Deductible
I. Personal Effects Coverage
J. Hired Auto Physical Damage Coverage
K. Hired Auto Physical Damage — Loss Of Use
L. Hired Car — Worldwide Coverage
M. Temporary Transportation Expenses
N. Amended Bodily Injury Definition — Mental Anguish
O. Airbag Coverage
P. Amended Insured Contract Definition — Railroad Easement Q. Coverage Extensions — Audio, Visual And Data Electronic Equipment Not Designed Solely For The Production Of Sound
R. Notice Of And Knowledge Of Occurrence
S. Unintentional Errors Or Omissions
T. Towing Coverage
PPA 300 03 13 Page 1 of 5
80851755 1 7/24-25 GL/AUTO/EXCESS/WC/PL Blanket Endts 1 Pauline Bingham 17/8/2024 11:19:04 AM (PDT) 1 Page 13 of 19
This endorsement modifies insurance provided under the following:
BUSINESS AUTO COVERAGE FORM
A. Broad Form Named Insured
The following is added to the SECTION 11 —
COVERED AUTOS LIABILITY COVERAGE, Para-
graph A.1. Who Is An Insured Provision:
Any business entity newly acquired or formed by you
during the policy period, provided you own fifty
percent (50%) or more of the business entity and the
business entity is not separately insured for Bus-iness Auto Coverage. Coverage is extended up to a
maximum of one hundred eighty (180) days following
the acquisition or formation of the business entity.
This provision does not apply to any person or
organization for which coverage is excluded by
endorsement.
B. Employees As Insureds
The following is added to the SECTION 11 —
COVERED AUTOS LIABILITY COVERAGE, Para-
graph A.1. Who Is An Insured Provision:
Any "employee" of yours is an "insured" while using a
covered "auto" you don't own, hire or borrow in your
business or your personal affairs.
C. Blanket Additional Insured
The following is added to the SECTION II —
COVERED AUTOS LIABILITY COVERAGE, Para-
graph A.1. Who Is An Insured Provision:
Any person or organization that you are required to
include as an additional insured on this coverage form
in a contract or agreement that is executed by you
before the "bodily injury" or "property damage" occurs
is an "insured" for liability coverage, but only for
damages to which 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 11 — COVERED AUTOS
LIABILITY COVERAGE.
The insurance provided to the additional insured will
be on a primary and non-contributory basis to the
additional insured's own business auto coverage if
you are required to do so in a contract or agreement
that is executed by you before the "bodily injury" or
"property damage" occurs.
D. Blanket Waiver Of Subrogation
The following is added to the SECTION IV — BUSI-
NESS AUTO CONDITIONS, A. Loss Conditions, 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 extent required of
you by a contract executed prior to any "accident" or
"loss", provided that the "accident" or "loss" arises out PPA 300 03 13
of the operations contemplated by such contract. The
waiver applies only to the person or organization
designated in such contract.
E. Employee Hired Autos
1. The following is added to the SECTION 11 —
COVERED AUTOS LIABILITY COVERAGE,
Paragraph A.1. Who Is An Insured Provision:
An "employee" of yours is an "insured" while
operating an "auto" hired or rented under a
contract or agreement in that "employee's" name,
with your permission, while performing duties
related to the conduct of your business.
2. Changes In General Conditions:
Paragraph 5.b. of the Other Insurance Con-
dition in the BUSINESS AUTO CONDITIONS is
deleted and replaced with the following:
b. For Hired Auto Physical Damage Coverage,
the following are deemed to be covered
"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 that
individual "employee's" name, with your
permission, while performing duties
related to the conduct of your business.
However, any "auto" that is leased, hired,
rented or borrowed with a driver is not a
covered "auto".
F. Fellow Employee Coverage
SECTION 11 — COVERED AUTOS LIABILITY
COVERAGE, Exclusion B.5. does not apply if you
have workers compensation insurance in -force
covering all of your employees.
G. Auto Loan Lease Gap Coverage
SECTION 111 — PHYSICAL DAMAGE COVERAGE,
C. Limit Of Insurance, is amended by the addition of
the following:
In the event of a total "loss" to a covered "auto" shown in the Schedule of Declarations, we will pay any
unpaid amount due on the lease or loan for a covered
"auto", less:
1. The amount paid under the PHYSICAL
DAMAGE COVERAGE section of the policy; and
2. Any:
a. Overdue lease/loan payments at the time of
the "loss";
80851755 1 7/24-25 GL/AUTO/EXCESS/WC/PL Blanket Endts 1 Pauline Bingham I 7/8/2024 11:19:04 AM (PDT) 1 Page 14 of 19
b. Financial penalties imposed under a lease for
excessive use, abnormal wear and tear or
high mileage.
c. Security deposits not returned by the lessor;
d. Costs for extended warranties, Credit Life
Insurance, Health, Accident or Disability
Insurance purchased with the loan or lease;
and
e. Carry-over balances from previous loans or
leases.
H. Glass Repair — Waiver Of Deductible
SECTION III — PHYSICAL DAMAGE COVERAGE,
D. Deductible is amended by adding the following:
No deductible for a covered "auto" will apply to glass
damage if the glass is repaired rather than replaced.
I. Personal Effects Coverage
The following is added to SECTION III — PHYSICAL
DAMAGE COVERAGE, A. Coverage, 4. Coverage
Extensions:
c. Personal Effects Coverage
In the event of a total theft loss of your covered
"auto" we will pay up to $400 for "loss" to wearing
apparel and other personal effects which are:
(1) Owned by an "insured"; and
(2) In or on your covered "auto";
No deductible applies to Personal Effects
Coverage.
J. Hired Auto Physical Damage Coverage
The following is added to SECTION III — PHYSICAL
DAMAGE COVERAGE, A. Coverage, 4. Coverage
Extensions:
d. Hired Auto Physical Damage Coverage
If hired "autos" are covered "autos" for Liability
Coverage and this policy also provides Physical
Damage Coverage for an owned "auto", then the
Physical Damage Coverage is extended to
"autos" that you hire, rent or borrow subject to the
following:
(1) The most we will pay for "loss" in any one
"accident" to a hired, rented or borrowed
"auto" is the lesser of:
(a) $60,000
(b) The actual cash value of the damaged or
stolen property as of the time of the
"loss"; or
(c) The cost of repairing or replacing the
damaged or stolen property with other
property of like kind and quality.
PPA 300 03 13
80851755 1 7/24-25 GL/AUTO/EXCESS/WC/PL Blanket Endts 1 Pauline Bingham 1 7/8/2024 11 (2) An adjustment for depreciation and physical
condition will be made in the event of a total
"loss".
(3)
If a repair or replacement results in better
than like kind or quality, we will not pay for the
betterment.
(4) A deductible equal to the highest Physical
Damage deductible applicable to any owned
auto will apply.
(5) This Coverage Extension will not apply to:
(a) Any "auto" that is hired, rented or
borrowed with a driver; or
(b) Any "auto" that is hired, rented or
borrowed from your "employee".
K. Hired Auto Physical Damage — Loss Of Use
The following is added to SECTION III — PHYSICAL
DAMAGE COVERAGE, A. Coverage, 4. Coverage
Extensions:
e. We will pay sums which you legally must pay to
the lessor of a covered "auto" which you have
leased without a driver for thirty (30) days or less
for the lessor's loss of use of the covered "auto",
provided:
(1) This insurance provides comprehensive,
specified causes of loss or collision covered
on the covered "auto";
(2) The loss of use results from the covered
"auto" being damaged in an "accident" while
you are leasing it.
We will pay up to a maximum limit of $1,500 for
this covered extension.
L. Hired Car — Worldwide Coverage
The following is added to SECTION II — COVERED
AUTOS LIABILITY COVERAGE, A.2. Coverage
Extensions:
f. Hired Car — Worldwide Coverage
(1) We will pay all sums an "insured" legally must
pay as damages because of "bodily injury" or
"property damage" to which this insurance
applies, caused by an "accident" which
occurs outside of the United States of
America, the territories and possessions of
the United States of America, Puerto Rico
and Canada resulting from the maintenance,
or use of any covered "auto" of the private
passenger type you lease, hire, rent or
borrow without a driver for thirty (30) days or
less.
(2) With respect to any claim made or "suit"
instituted outside the United States of
America, the territories and possessions of
the United States of America, Puerto Rico,
and Canada:
9:04 AM (PDT) 1 Page 15 of 19
(3)
(a) You shall undertake the investigation,
settlement and defense of such claims
and "suits" and keep us advised of all
proceedings and actions.
(b) You will not make any settlement without
our consent.
(c) We will reimburse you:
(i)
For the amount of damages be-
cause of liability imposed upon you
by law on account of "bodily injury" or
"property damage" to which this
insurance applies, and
(ii) For all reasonable expenses incurred
with our consent in connection with
the investigation, settlement or
defense of such claims or "suits".
Reimbursement for expenses will be
part of the Limit of Insurance for
liability coverage shown in the
Business Auto Coverage
Declarations, and not in addition to
such limits.
The limit of Insurance for Liability Coverage
shown in the Business Auto Coverage
Declarations is the most we will reimburse
you for the sum of all damages imposed on
you, as set forth in paragraph 2.c. above, and
all expenses incurred by you arising out of
any single "accident" or "loss".
(4) You must maintain the greater of the follow-
ing primary auto liability insurance limits:
(5)
(a)
Compulsory admitted insurance with
limits required to be in force to satisfy the
legal requirements of the jurisdiction
where the accident occurs; or
(b) Insurance limits required by law and
issued by a government entity or by an
insurer licensed or permitted by law to do
business in the jurisdiction where the
"accident" occurs; or
(c) Auto liability insurance limits of at least
$300,000 combined single limit or
$100,000 per person/$300,000 per acci-
dent Bodily Injury, $100,000 Property
Damage.
If you fail to comply with the above, this
insurance is not invalidated. However, in the
event of a "loss", we will pay only to the extent
that we would have been liable had you so
complied.
The insurance provided by this coverage
extension is excess over any other collec-
tible insurance available to you whether on a
primary, excess contingent or any other
basis.
PPA 300 03 13
M. Temporary Transportation Expenses
SECTION III — PHYSICAL DAMAGE COVERAGE,
A.4. Coverage Extensions, subparagraph a.
Transportation Expenses is deleted and replaced
by the following:
a. Transportation Expenses
(1) We will pay up to a maximum of $1,500 for
temporary transportation expense incurred
by you because of Physical Damage to a
covered "auto".
(2) We will pay only for those covered "autos" for
which you carry Comprehensive, Colli-sion or
Specified Case of Loss Coverage.
We will pay only for those expenses incurred
by you during the period of time that begins
twenty-four (24) hours after the covered
"loss" and ends at the time when the covered
"auto" can be reasonable repaired or
replaced.
(4) This coverage does not apply while there are
spare or reserve "autos" available to you for
your operations.
N. Amended Bodily Injury Definition — Mental
Anguish
The following is added to SECTION V —
DEFINITIONS, Definition C.:
"Bodily injury" also includes mental anguish, but only
when the mental anguish arises from other bodily
injury, sickness or disease.
O. Airbag Coverage
The following is added to SECTION III — PHYSICAL
DAMAGE COVERAGE B. Exclusions 3.a.:
(3)
However, this exclusion will not apply to accidental
discharge of an airbag due to mechanical or electrical
breakdown.
P. Amended Insured Contract Definition — Railroad
Easement
SECTION V — DEFINITIONS paragraph H. "Insured
contact" is modified as follows:
1. Paragraph H.3. is replaced by the following:
3. Any easement or license agreement.
2. Paragraph H.6.a. is deleted.
Q. Coverage Extensions — Audio, Visual And Data
Electronic Equipment Not Designed Solely For
The Production Of Sound
SECTION III — PHYSICAL DAMAGE COVERAGE B.
Exclusions, exception paragraph a. to exclusion 4.c.
and 4.d. is deleted and replaced with the following:
80851755 1 7/24-25 GL/AUTO/EXCESS/WC/PL Blanket Endts 1 Pauline Bingham 1 7/8/2024 11:19:04 AM (PDT) 1 Page 16 of 19
a. Equipment and accessories used with such
equipment, except for tapes, records, discs or
other electronic media device, provided such
equipment is permanently installed in the covered
"auto" at the time of the "loss" or is removable
from the housing unit which is permanently
installed in the covered "auto" at the time of the
"loss", and such equipment is designed to be
solely operated by use of the power from the
"autos" electrical system, in or upon the covered
"autos"; or
R. Notice Of And Knowledge Of Occurrence
SECTION IV — BUSINESS AUTO CONDITIONS,
A.2. Duties In The Event Of Accident, Claim Suit
Or Loss, subparagraph a. is deleted and replaced
with the following:
a. In the event of "accident", claim, "suit" or "loss", you must give us or our authorized repre-
sentative prompt notice of the "accident" or "loss"
including:
(1) How, when and where the "accident" or "loss"
occurred;
(2) The "insured's" name and address; and
(3)
To the extent possible, the names and
addresses of any injured person and
witnesses.
Your duty to give us or our authorized
representative prompt notice of the "accident" or
"loss" applies only when the "accident" or "loss" is
known to:
(1) You, if you are an individual;
PPA 300 03 13
(2) A partner if you are a partnership; or
(3) An executive officer or insurance manager, if
you are a corporation.
S. Unintentional Errors Or Omissions
SECTION IV — BUSINESS AUTO CONDITIONS, B.
General Conditions; 2. Concealment Misrepre-
sentation Or Fraud is amended by adding the
following:
The unintentional omission of, or unintentional error
in, any information given by you shall not prejudice
your rights under this insurance. However this pro-
vision does not affect our right to collect additional
premium or exercise our right of cancellation or
nonrenewal.
T. Towing Coverage
SECTION III — PHYSICAL DAMAGE COVERAGE,
A.2. Towing, is deleted and replaced by the
following:
2. We will pay up to $750 for towing and labor costs
incurred each time a covered "auto" is disabled
due to a covered cause of loss. However:
a. All labor must be performed at the place of
disablement; and
b. If the covered auto is a private passenger
type no deductible applies; and
c. If the covered auto is not of the private
passenger type our obligation to pay will be
reduced by a $250 deductible per
disablement.
ALL OTHER TERMS AND CONDITIONS OF THIS POLICY REMAIN UNCHANGED. 80851755 1 7/24-25 GL/AUTO/EXCESS/WC/PL Blanket Endts 1 Pauline Bingham 1 7/8/2024 11:19:04 AM (PDT) 1 Page 17 of 19
COMMERCIAL EXCESS LIABILITY POLICY
DECLARATIONS
POLICY NO. NHA601729
ITEM 6. SCHEDULE OF UNDERLYING INSURANCE
Type of Policy
Insurer Applicable Limit
GENERAL LIABILITY LANDMARK AMERICAN INSURANCE $1,000,000 EACH OCCURRENCE COMPANY $2,000,000 GENERAL AGGREGATE
$2,000,000 PRODUCTS/COMPLETED OPS AGG
$1,000,000 PERSONAL/ADVERTISING INJURY
EMPLOYERS LIABILITY RLI INSURANCE COMPANY $1,000,000 EACH ACCIDENT $1,000,000 DISEASE EACH EMPLOYEE
$1,000,000 DISEASE POLICY LIMIT
GENERAL LIABILITY RLI INSURANCE COMPANY $1,000,000 EACH OCCURRENCE (BOP) $2,000,000 GENERAL AGGREGATE
$2,000,000 PRODUCTS/COMPLETED OPS AGG
$1,000,000 PERSONAL/ADVERTISING INJURY
EMPLOYEE BENEFITS RLI INSURANCE COMPANY $1,000,000 EACH CLAIM LIABILITY (BOP) $1,000,000 AGGREGATE
AUTO LIABILITY
RSG 30002 0803
RLI INSURANCE COMPANY $1,000,000 COMBINED SINGLE LIMIT
80851755 17/24-25 GL/AUTO/EXCESS/WC/PL Blanket Endts 1 Pauline Bingham 7/8/2024 11:19:04 AM (PDT) 1 Page 18 of 19
WORKERS COMPENSATION AND EMPLOYERS LIABILITY INSURANCE POLICY
WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT -CALIFORNIA WC 04 03 06
(Ed. 4-84)
We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) You must maintain payroll records accurately segregating the remuneration of your employees while engaged in the work described in the Schedule.
The additional premium for this endorsement shall be 2% of the California workers' compensation premium otherwise due on such remuneration.
Schedule
Person or Organization Job Description
Any person or organization that you are required to waive rights of recovery against in a written contract or agreement.
Jobs performed for any person or organization that you
have agreed with in a written contract to provide this
agreement.
This endorsement changes the policy to which it is attached and is effective on the date issued unless otherwise stated. (The information below is required only when this endorsement is issued subsequent to preparation of the policy.) Endorsement Effective 7/1/2024
InsuredAGA Engineers, Inc.
Policy No.PSW0004954
Insurance Company
RLI Insurance Company
Countersigned By
Endorsement No.
©1998 by the Workers' Compensation Insurance Rating Bureau of California. All rights reserved. 80851755 1 7/24-25 GL/AUTO/EXCESS/WC/PL Blanket Endts 1 Pauline Bingham 1 7/8/2024 11:19:04 AM (PDT) 1 Page 19 of 19
3;kc,25,Eggolk
Agenda Item No: 1.g
PLACENTIA CITY COUNCIL AGENDA REPORT
Meeting Date: February 3, 2026
Submitted by: Jeannette Ortega
From: Administrative Services
Subject:
PROFESSIONAL SERVICES AGREEMENT FOR INDEPENDENT REGISTERED MUNICIPAL ADVISOR FOR THE INFRASTRUCTURE FINANCING PLAN ("IFP") FOR THE PLACENTIA ENHANCED INFRASTRUCTURE FINANCING DISTRICT ("PLACENTIA EIFD")
Financial Impact:
Fiscal Impact:
EXPENSE: $50,000
BUDGETED: $50,000 EIFD ACCOUNT (206-90300-9600)
Summary:
On June 18, 2019, the City Council approved Resolution No. R-2019-28, approving the Infrastructure Financing Plan ("IFP") for the EIFD. The IFP specifically defines the boundaries of the EIFD, identifies the public infrastructure improvements, and the financial analysis of expected tax increment over the life of the EIFD to allow for the issuance of bonds to pay for the identified public infrastructure improvements.
On July 30, 2019, the Placentia EIFD PFA approved Resolution No. PFA -2019-01, approving the IFP for the Placentia EIFD and the allocation of the City's incremental tax revenue from the project area pursuant to Government Code Section 53398.75 et seq.
On March 5, 2024, the City Council adopted a resolution approving the amended Infrastructure Financing Plan ("IFP") for the EIFD as a result of increased construction costs, interest rates, and inflation. The County Board of Supervisors, at their Board meeting on March 12, 2024, unanimously approved a resolution to amend the Infrastructure Financing Plan for the City of Placentia EIFD. The amended IFP was approved by the Placentia EIFD Public Financing Authority on April 9, 2024, and May 14, 2024, respectively.
This action approves a Professional Services Agreement with Kosmont Financial Services, Inc. ("KFS") to serve as the City's Independent Registered Municipal Advisor for the issuance of securities (including bonds, notes, and private placement loans) on behalf of the Placentia EIFD. Fees for KFS's professional, transaction -based services related to the issuance of securities will be paid from tax increment revenues collected by the Placentia EIFD. Any additional closing costs or final financial analysis expenses will be payable from proceeds 206
generated upon the successful closing of a securities issuance.
Recommendation:
Recommended Action: It is recommended that the City Council:
1. Award a Professional Services Agreement with Kosmont Transactions Services, Inc.; and
2. Authorize the City Administrator, and/or her designee, to execute all documents necessary, substantially in a form approved by the City Attorney.
Strategic Plan Statement:
This item is consistent with the City Council approved Five Year Strategic Goal 3: Promote Community and Economic Development, under Objective 3.4: Complete Financing Structure for Old Town EIFD.
Discussion:
EIFDs provide an opportunity for agencies to issue bonds for an array of public infrastructure projects as well as supporting economic development efforts in specific areas. The area of particular interest to Placentia is the infrastructure needed in and around Old Town Placentia.
This area will require a significant investment of public infrastructure in order to attract developers to the area while improving the City's housing stock and retail opportunities for the public. Land use designations in the area include residential, commercial, industrial, open space and parks. The EIFD area contains over 300 acres, which is approximately 7.1% of the City's total 4,243 acres.
Infrastructure Financing Plan
The IFP prepared by Kosmont Companies ("Kosmont") for the Placentia EIFD includes TI revenue projections, a cap on the maximum TI revenue to be contributed to the EIFD by both the City and the County, bond authorization, a description of proposed facilities to be funded, a finding of communitywide significance, and a statement of the goals of the EIFD. The PFA is ultimately responsible for preparation and final adoption of an IFP for the Placentia EIFD. As a participating taxing entity of the Placentia EIFD, the County Board of Supervisors approved the IFP at their June 25, 2019, Board Meeting.
On July 30, 2019, the Placentia EIFD PFA adopted Resolution No. PFA -2019-01, approving the IFP for the Placentia EIFD and the allocation of the City's TI revenue from the project area pursuant to Government Code Section 53398.75 et seq.
On March 5, 2024, the City Council adopted a resolution approving the amended Infrastructure Financing Plan ("IFP") for the EIFD as a result of increased construction costs, interest rates, and inflation. The County Board of Supervisors, at their Board meeting on March 12, 2024, unanimously approved a resolution to amend the Infrastructure Financing Plan for the City of Placentia EIFD. The amended IFP was approved by the Placentia EIFD Public Financing Authority on April 9, 2024, and May 14, 2024, respectively.
The City's contribution is approximately 50% of its share of property tax increment (-6.8 out of
13.6 cents on the dollar) within the district over the approximately 40 -year district lifetime. The County's contribution is approximately 50% of its share (-3.0 out of 5.9 cents) within the district boundary over the approximately 25 -year district lifetime.
Independent Reaistered Municipal Advisors
207
KFS will serve as the Independent Registered Municipal Advisor ("IRMA"), as such term is defined by the Securities and Exchange Commission ("SEC") and Municipal Securities Rulemaking Board ("MSRB"), to the City of Placentia (the "City") for the issuance of securities (e.g. bonds, notes, private placement loans, etc.) for the Placentia EIFD.
The establishment of an IRMA relationship between KFS and the City authorizes KFS to provide the Placentia EIFD with advice regarding municipal securities. MSRB regulations impose fiduciary and loyalty obligations on IRMAs with regards to any advice an IRMA may provide to an issuer of municipal securities. KFS is required to act and provide advice in a manner that is in the City's best interests, not KFS or those of any other party. Per MSRB regulations, KFS may not dispense to the City any suggestions or recommendations related to municipal securities prior to the establishment in writing of an IRMA relationship. The Professional Services Agreement (Attachment 1) formally establishes the IRMA relationship and authorizes KFS to bring ideas and suggestions to the City related to any outstanding and/or contemplated issues of municipal securities.
IRMA activities covered by this Professional Services Agreement will likely include, but not necessarily be limited to, analysis and suggested courses of action related to the issuance of various types of bonds or other types of financing vehicles, the proceeds of which will be used to finance the acquisition and/or installation of the public infrastructure improvements and/or facilities as contemplated in the EIFD's IFP.
Fiscal Impact Summary:
On June 30, 2025, the Placentia EIFD Public Financing Authority approved the FY 2024-25 Annual Report, which includes $50,000 for municipal advisory and consulting services.
Pursuant to the Professional Services Agreement with KFS, this $50,000 fee will be paid from tax increment revenues collected by the Placentia EIFD. Any additional costs incurred by KFS related to closing expenses and final analyses will be incorporated into the overall bond issuance structure and will be payable solely from the proceeds generated upon a successful, City -approved closing of a securities issuance (including bonds, notes, or private placement loans) for the Placentia EIFD.
Attachments
PSA Kosmont 1-29-2026 FINAL.pdf
Exhibit A KFS Placentia Proposal 2025.pdf
208
CITY OF PLACENTIA
PROFESSIONAL SERVICES AGREEMENT
WITH
KOSMONT FINANCIAL SERVICES
THIS AGREEMENT is made and entered into this 3rd day of February, 2026 ("Effective Date"), by and between the CITY OF PLACENTIA, a municipal corporation ("City"), and KOSMONT TRANSACTIONS SERVICES, INC., dba KOSMONT FINANCIAL SERVICES, a California Corporation ("Consultant").
WITNESSETH:
A. WHEREAS, City proposes to utilize the services of Consultant as an independent contractor to provide professional municipal advisory and consulting services for the Placentia Enhance Infrastructure Financing District (EIFD), as more fully described herein; and B. WHEREAS, Consultant represents that it has that degree of specialized expertise contemplated within California Government Code Section 37103, and holds all necessary licenses to practice and perform the services herein contemplated; and C. WHEREAS, City and Consultant desire to contract for the specific services described in Exhibit "A" (the "Project") and desire to set forth their rights, duties, and liabilities in connection with the services to be performed; and
D. WHEREAS, no official or employee of City has a financial interest, within the provisions of Sections 1090-1092 of the California Government Code, in the subject matter of this Agreement.
NOW, THEREFORE, for and in consideration of the mutual covenants and conditions contained herein, the parties hereby agree as follows:
1.0. SERVICES PROVIDED BY CONSULTANT
1.1. Scope of Services. Consultant shall provide the professional services described in Consultant's Proposal ("Proposal"), attached hereto as Exhibit "A" and incorporated herein by this reference.
1.2. Professional Practices. All professional services to be provided by Consultant pursuant to this Agreement shall be provided by personnel experienced in their respective fields and in a manner consistent with the standards of care, diligence and skill ordinarily exercised by professional consultants in similar fields and circumstances in accordance with sound professional practices. Consultant also warrants that it is familiar with all laws that may affect its performance of this Agreement and shall advise City of any changes in any laws that may affect Consultant's performance of this Agreement. Consultant shall keep itself informed of State and Federal laws and regulations which in any manner affect those employed by it or in any way affect the performance of its service pursuant to this Agreement. The Consultant shall at all times observe and comply with all such laws and regulations. Officers and employees shall not be liable at law or in equity occasioned by failure of the Consultant to comply with this Section.
1.3. Performance to Satisfaction of City. Consultant agrees to perform all the work to the complete satisfaction of the City and within the hereinafter specified. Evaluations of the work will be done by the City Administrator or his or her designee. If the quality of work is not satisfactory, City in its discretion has the right to:
209
(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 warrants that it is not suspended or debarred from doing business with the United States government and can legally be paid from federal funds. Consultant shall indemnify and hold harmless City from and against all claims, demands, payments, suits, actions, proceedings, and judgments of every nature and description including attorneys' fees and costs, presented, brought, or recovered against City for, or on account of any liability under any of the above-mentioned laws, which may be incurred by reason of Consultant's performance under this Agreement.
1.5. Non-discrimination. In performing this Agreement, Consultant shall not engage in, nor permit its agents to engage in, discrimination in employment of persons because of their race, religion, color, national origin, ancestry, age, physical handicap, medical condition, marital status, sexual gender, or sexual orientation, except as permitted pursuant to Section 12940 of the Government Code. Such actions shall include, but not be limited to the following: employment, upgrading, demotion or transfer, recruitment or recruitment advertising, layoff or termination, rates of pay, or other forms of compensation and selection for training, including apprenticeship.
Consultant agrees to post in conspicuous places, available to employees and applicants for employment, a notice setting forth provisions of this non-discrimination clause.
Consultant shall, in all solicitations and advertisements for employees placed by, or on behalf of Consultant shall state that all qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, marital status, national origin, or mental or physical disability. Consultant shall cause the paragraphs contained in this Section to be inserted in all subcontracts for any work covered by the Agreement, provided that the foregoing provisions shall not apply to subcontracts for standard commercial supplies or raw materials.
1.6. Non -Exclusive Agreement. Consultant acknowledges that City may enter into agreements with other consultants for services similar to the services that are subject to this Agreement or may have its own employees perform services similar to those services contemplated by this Agreement.
1.7. Delegation and Assignment. This is a personal service contract, and the duties set forth herein shall not be delegated or assigned to any person or entity without the prior written consent of City. Consultant may engage a subcontractor(s) as permitted by law and may employ other personnel to perform services contemplated by this Agreement at Consultant's sole cost and expense. All insurance requirements contained in this Agreement are independently applicable to any and all subcontractors that Consultant may engage during the term of this Agreement.
1.8. Confidentiality. Employees of Consultant in the course of their duties may have 2 Kosmont Financial Services
Rev. 01/2026 210
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 fifty thousand dollars ($50,000), unless authorized herein.
2.2. Additional Services. Consultant shall not receive compensation for any services provided outside the scope of services specified in the Consultant's Proposal or which is inconsistent with or in violation of the provisions of this Agreement unless the City or the Project Manager for this Project, prior to Consultant performing the additional services, approves such additional services in writing. It is specifically understood that oral requests and/or approvals of such additional services or additional compensation shall be barred and are unenforceable.
Should the City request in writing additional services that increase the hereinabove described "Scope of Services", an additional fee based upon the Consultant's standard hourly rates shall be paid to the Consultant for such additional services. Such increase in additional fees shall be limited to 10% of the total contract sum. The City Administrator is authorized to approve a Change Order for such additional services. Where the original contract is $40,000.00 or less, City Council approval shall be required prior to any increase bringing the total compensation to more than $40,000.00.
2.3. Method of Billing. Consultant may submit invoices to the City for approval on a progress basis, but no more often than two times a month. Said invoice shall be based on the total of all Consultant's services which have been completed to City's sole satisfaction. City shall pay Consultant's invoice within forty-five (45) days from the date City receives said invoice. Each invoice shall describe in detail the services performed, the date of performance, and the associated time for completion. Any additional services approved and performed pursuant to this Agreement shall be designated as "Additional Services" and shall identify the number of the authorized change order, where applicable, on all invoices.
2.4. Records and Audits. Records of Consultant's services relating to this Agreement shall be maintained in accordance with generally recognized accounting principles and shall be made available to City or its Project Manager for inspection and/or audit at mutually convenient times for a period of three (3) years from the Effective Date.
3.0. TIME OF PERFORMANCE
3.1. Commencement and Completion of Work. The professional services to be performed pursuant to this Agreement shall commence within five (5) days from the Effective Date of this Agreement. Said services shall be performed in strict compliance with the Project Schedule approved by City as set forth in Exhibit "A". The Project Schedule may be amended by mutual agreement of the parties. Failure to commence work in a timely manner and/or diligently pursue work to completion may be grounds for termination of this Agreement.
3.2. Excusable Delays. Neither party shall be responsible for delays or lack of 3 Kosmont Financial Services
Rev. 01/2026 211
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 twenty-four (24) months, ending on February 3, 2028, unless previously terminated as provided herein or as otherwise agreed to in writing by the parties.
4.2. Notice of Termination. The City reserves and has the right and privilege of canceling, suspending, or abandoning the execution of all or any part of the work contemplated by this Agreement, with or without cause, at any time, by providing at least fifteen (15) days prior written notice to Consultant. The termination of this Agreement shall be deemed effective upon receipt of the notice of termination. In the event of such termination, Consultant shall immediately stop rendering services under this Agreement unless directed otherwise by the City. If the City suspends, terminates, or abandons a portion of this Agreement such suspension, termination, or abandonment shall not make void or invalidate the remainder of this Agreement.
If the Consultant defaults in the performance of any of the terms or conditions of this Agreement, it shall have ten (10) days after service upon it of written notice of such default in which to cure the default by rendering a satisfactory performance. In the event that the Consultant fails to cure its default within such period of time, the City shall have the right, notwithstanding any other provision of this Agreement, to terminate this Agreement without further notice and without prejudice to any other remedy to which it may be entitled at law, in equity or under this Agreement.
The City shall have the right, notwithstanding any other provisions of this Agreement, to terminate this Agreement, at its option and without prejudice to any other remedy to which it may be entitled at law, in equity or under this Agreement, immediately upon service of written notice of termination on the Consultant, if the latter should:
a. Be adjudged a bankrupt;
b. Become insolvent or have a receiver of its assets or property appointed because of insolvency;
c. Make a general assignment for the benefit of creditors; d. Default in the performance of any
indebtedness under this Agreement;
e. Suffer any judgment against it to remain
for thirty (30) days or longer; or
f. Institute or suffer to be instituted any
rearrangement of its affairs.
obligation or payment of any
unsatisfied or unbonded of record
procedures for reorganization or
4.3. Compensation. In the event of termination, City shall pay Consultant for 4 Kosmont Financial Services
Rev. 01/2026 212
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. Insurance. The Contractor and all subcontractors, if any, shall procure and maintain, at its sole cost and expense, in a form and content satisfactory to City, during the entire term of this Agreement including any extension thereof, insurance as set forth in Exhibit "B" attached hereto and incorporated herein by this reference.
Neither the City nor any of its officers, officials, 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. 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.
5.3. Certificates of Insurance. Consultant shall provide to City certificates of insurance showing the insurance coverages, as well as providing the City with the required endorsements, 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 "C" and incorporated herein by this reference.
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.
5 Kosmont Financial Services
Rev. 01/2026 213
6.2. Representatives. The City Administrator or his or her designee shall be the representative of City for purposes of this Agreement and may issue all consents, approvals, directives, and agreements on behalf of the City, called for by this Agreement, except as otherwise expressly provided in this Agreement.
Consultant shall designate a representative for purposes of this Agreement who shall be authorized to issue all consents, approvals, directives, and agreements on behalf of Consultant called for by this Agreement, except as otherwise expressly provided in this Agreement.
6.3. Proiect Managers. City shall designate a Project Manager to work directly with Consultant in the performance of this Agreement. It shall be the Consultant's responsibility to assure that the Project Manager is kept informed of the progress of the performance of the services and the Consultant shall refer any decision, which must be made by City, to the Project Manager. Unless otherwise specified herein, any approval of City required hereunder shall mean the approval of the Project Manager.
Consultant shall designate a Project Manager who shall represent it and be its agent in all consultations with City during the term of this Agreement and who shall not be changed by Consultant without the express written approval by the City. Consultant or its Project Manager shall attend and assist in all coordination meetings called by City.
6.4. Notices. Any notices, documents, correspondence, or other communications concerning this Agreement, or the work hereunder may be provided by personal delivery, facsimile or if mailed, shall be addressed as set forth below and placed in a sealed envelope, postage prepaid, and deposited in the United States Postal Service. Such communication shall be deemed served or delivered: a) at the time of delivery if such communication is sent by personal delivery; b) at the time of transmission if such communication is sent by facsimile; and c) 72 hours after deposit in the U.S. Mail as reflected by the official U.S. postmark if such communication is sent through regular United States mail.
IF TO CONSULTANT:
Kosmont Financial Services
1601 N. Sepulveda Blvd. #382
Manhattan Beach, CA 90266
Tel: (424) 297-1070
Attn: Larry Kosmont, CEO
IF TO CITY:
City of Placentia
401 E. Chapman Ave.
Placentia, CA 92870
Tel: (714) 993-8117
Attn: Jennifer Lampman,
City Administrator
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 6 Kosmont Financial Services
Rev. 01/2026 214
in the event of such action.
6.7. Assignment. Consultant shall not voluntarily or by operation of law assign, transfer, sublet, or encumber all or any part of Consultant's interest in this Agreement without City's prior written consent. Any attempted assignment, transfer, subletting, or encumbrance shall be void and shall constitute a breach of this Agreement and cause for termination of this Agreement.
Regardless of City's consent, no subletting or assignment shall release Consultant of Consultant's obligation to perform all other obligations to be performed by Consultant hereunder for the term of this Agreement.
6.8. Indemnification and Hold Harmless. Consultant agrees to protect, defend, indemnify, and hold free and harmless the City, its officers, officials, agents, employees, and volunteers, at Consultant's sole expense, from and against any and all claims, liabilities, demands, actions, expenses, damages, suits, or other legal proceedings brought against the City, its officers, officials, agents, employees, and volunteers arising out of or in any way connected with the performance of the Consultant, its employees, and/or authorized subcontractors' work undertaken pursuant to this Agreement including all acts or omissions, willful misconduct or negligent conduct, whether active or passive, on the part of the Consultant, its employees and/or subcontractors. The defense obligation provided for hereunder shall apply without any advance showing of negligence, recklessness, or willful misconduct by the Consultant, its employees, and/or authorized subcontractors, but shall be required whenever any claim, action, complaint, or suit asserts as its basis the negligence, recklessness, or willful misconduct of the Consultant, its employees, and/or authorized subcontractors, and/or whenever any claim, action, complaint or suit asserts liability against the City, its officers, officials, agents, employees, and volunteers based upon the work performed by the Consultant, its employees, and/or authorized subcontractors under this Agreement, whether or not the Consultant, its employees, and/or authorized subcontractors are specifically named or otherwise asserted to be liable, and whether or not there is any evidence of fault or wrongdoing by the Consultant, its employees and/or its subcontractors. Notwithstanding the foregoing, the Consultant shall not be liable for the defense or indemnification of the City for claims, actions, complaints or suits arising out of the sole active negligence or willful misconduct of the City. This provision shall supersede and replace all other indemnity provisions contained either in the City's specifications or Consultant's Proposal, which shall be of no force and effect.
6.9. Independent Contractor. Consultant is and shall be acting at all times as an independent contractor and not as an employee of City. Consultant shall have no power to incur any debt, obligation, or liability on behalf of City or otherwise act on behalf of City as an agent.
Neither City nor any of its agents shall have control over the conduct of Consultant or any of Consultant's employees, except as set forth in this Agreement. Consultant shall not, at any time, or in any manner, represent that it or any of its or employees are in any manner agents or employees of City. Consultant shall secure, at its sole expense, and be responsible for any and all payment of Income Tax, Social Security, State Disability Insurance Compensation, Unemployment Compensation, and other payroll deductions for Consultant and its officers, agents, and employees, and all business licenses, if any are required, in connection with the services to be performed hereunder. Consultant shall indemnify and hold City harmless from any and all taxes, assessments, penalties, and interest asserted against City by reason of the independent contractor relationship created by this Agreement. Consultant further agrees to indemnify and hold City harmless from any failure of Consultant to comply with the applicable worker's compensation laws. City shall have the right to offset against the amount of any fees due to Consultant under this Agreement any amount due to City from Consultant as a result of Consultant's failure to promptly pay to City any reimbursement or indemnification arising under this paragraph.
6.10. PERS Eligibility Indemnification. In the event that Consultant or any employee, 7 Kosmont Financial Services
Rev. 01/2026 215
agent, or subcontractor of Consultant providing services under this Agreement claims or is determined by a court of competent jurisdiction or the California Public Employees Retirement System (PERS) to be eligible for enrollment in PERS as an employee of the City, Consultant shall indemnify, defend, and hold harmless City for the payment of any employee and/or employer contributions for PERS benefits on behalf of Consultant or its employees, agents, or subcontractors, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of City.
Notwithstanding any other agency, State, or Federal policy, rule, regulation, law, or ordinance to the contrary, Consultant and any of its employees, agents, and subcontractors providing service under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any claims to, any compensation, benefit, or any incident of employment by City, including but not limited to eligibility to enroll in PERS as an employee of City and entitlement to any contribution to be paid by City for employer contribution and/or employee contributions for PERS benefits.
6.11. Cooperation. In the event any claim or action is brought against City relating to Consultant's performance or services rendered under this Agreement, Consultant shall render any reasonable assistance and cooperation which City might require.
6.12. Ownership of Documents. All findings, reports, documents, information, and data including, but not limited to, computer tapes or discs, preliminary notes, working documents, files, and tapes furnished or prepared by Consultant or any of its subcontractors in the course of performance of this Agreement, shall be and remain the sole property of City. Consultant agrees that any such documents or information shall not be made available to any individual or organization without the prior consent of City but shall be made available to the City within ten (10) days of request or within ten (10) days of termination. Any use of such documents for other projects not contemplated by this Agreement, and any use of incomplete documents, shall be at the sole risk of City and without liability or legal exposure to Consultant. City shall indemnify and hold harmless Consultant from all claims, damages, losses, and expenses, including attorneys' fees, arising out of or resulting from City's use of such documents for other projects not contemplated by this Agreement or use of incomplete documents furnished by Consultant.
Consultant shall deliver to City any findings, reports, documents, information, data, preliminary notes and working documents, in any form, including but not limited to, computer tapes, discs, files audio tapes, or any other Project related items as requested by City or its authorized representative, at no additional cost to the City. Consultant or Consultant's agents shall execute such documents as may be necessary from time to time to confirm City's ownership of the copyright in such documents.
6.13. Public Records Act Disclosure. Consultant has been advised and is aware that this Agreement and all reports, documents, information, and data, including, but not limited to, computer tapes, discs, or files furnished or prepared by Consultant, or any of its subcontractors, pursuant to this Agreement and provided to City may be subject to public disclosure as required by the California Public Records Act (California Government Code Section 7920.000 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 7924.510, and 8 Kosmont Financial Services
Rev. 01/2026 216
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. Consultant's duties and services under this Agreement shall not include preparing or assisting the City with any portion of the City's preparation of a request for proposals, request for qualifications, or any other solicitation regarding a subsequent or additional contract with the City. The City shall at all times retain responsibility for public contracting, including with respect to any subsequent phase of this project.
Consultant's participation in the planning, discussions, or drawing of project plans or specifications shall be limited to conceptual, preliminary, or initial plans or specifications. Consultant shall cooperate with the public entity to ensure that all bidders for a subsequent contract on any subsequent phase of this project, if any, have access to the same information, including all conceptual, preliminary, or initial plans or specifications prepared by Consultant pursuant to this Agreement.
6.15. Responsibility for Errors. Consultant shall be responsible for its work and results under this Agreement. Consultant, when requested, shall furnish clarification and/or explanation as may be required by the City's representative, regarding any services rendered under this Agreement at no additional cost to City. In the event that an error or omission attributable to Consultant occurs, then Consultant shall, at no cost to City, provide all necessary design drawings, estimates and other Consultant professional services necessary to rectify and correct the matter to the sole satisfaction of City and to participate in any meeting required with regard to the correction.
6.16. Prohibited Employment. Consultant will not employ any regular employee of City while this Agreement is in effect.
6.17. Order of Precedence. In the event of an inconsistency in this Agreement and any of the attached Exhibits, the terms set forth in this Agreement shall prevail. If, and to the extent this Agreement incorporates by reference any provision of any document, such provision shall be deemed a part of this Agreement. Nevertheless, if there is any conflict among the terms and conditions of this Agreement and those of any such provision or provisions so incorporated by reference, the conflict shall be resolved by giving precedence in the following order, if applicable:
This Agreement, the City's Request for Proposals, the Consultant's Proposal.
6.18. Costs. Each party shall bear its own costs and fees incurred in the preparation and negotiation of this Agreement and in the performance of its obligations hereunder except as expressly provided herein.
6.19. No Third Party Beneficiary Rights. This Agreement is entered into for the sole benefit of City and Consultant and no other parties are intended to be direct or incidental 9 Kosmont Financial Services
Rev. 01/2026 217
beneficiaries of this Agreement and no third party shall have any right in, under or to this Agreement.
6.20. Headings. Paragraphs and subparagraph headings contained in this Agreement are included solely for convenience and are not intended to modify, explain or to be a full or accurate description of the content thereof and shall not in any way affect the meaning or interpretation of this Agreement.
6.21. Construction. The parties have participated jointly in the negotiation and drafting of this Agreement. In the event an ambiguity or question of intent or interpretation arises with respect to this Agreement, this Agreement shall be construed as if drafted jointly by the parties and in accordance with its fair meaning. There shall be no presumption or burden of proof favoring or disfavoring any party by virtue of the authorship of any of the provisions of this Agreement.
6.22. Amendments. Only a writing executed by the parties hereto or their respective successors and assigns may amend this Agreement.
6.23. Waiver. The delay or failure of either party at any time to require performance or compliance by the other of any of its obligations or agreements shall in no way be deemed a waiver of those rights to require such performance or compliance. No waiver of any provision of this Agreement shall be effective unless in writing and signed by a duly authorized representative of the party against whom enforcement of a waiver is sought. The waiver of any right or remedy in respect to any occurrence or event shall not be deemed a waiver of any right or remedy in respect to any other occurrence or event, nor shall any waiver constitute a continuing waiver.
6.24. Severabilitv. If any provision of this Agreement is determined by a court of competent jurisdiction to be unenforceable in any circumstance, such determination shall not affect the validity or enforceability of the remaining terms and provisions hereof or of the offending provision in any other circumstance. Notwithstanding the foregoing, if the value of this Agreement, based upon the substantial benefit of the bargain for any party, is materially impaired, which determination made by the presiding court or arbitrator of competent jurisdiction shall be binding, then both parties agree to substitute such provision(s) through good faith negotiations.
6.25. Counterparts. This Agreement may be executed in one or more counterparts, each of which shall be deemed an original. All counterparts shall be construed together and shall constitute one agreement.
6.26. Corporate Authority. The persons executing this Agreement on behalf of the parties hereto warrant that they are duly authorized to execute this Agreement on behalf of said parties and that by doing so the parties hereto are formally bound to the provisions of this Agreement.
10 Kosmont Financial Services
Rev. 01/2026 218
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed by and through their respective authorized officers, as of the date first above written.
CITY OF PLACENTIA,
A municipal corporation
Jennifer Lampman, City Administrator
ATTEST:
City Clerk and ex -officio Clerk
of the City of Placentia
CONSULTANT:
Signature
Larry Kosmont, President
83-3489675
Social Security or Taxpayer ID Number
APPROVED AS TO FORM:
Christian L. Bettenhausen, City Attorney
APPROVED AS TO INSURANCE:
Cyndi Alvarenga, Risk Management
11 Date:
Date: January 29, 2026
Date:
Date:
Kosmont Financial Services
Rev. 01/2026 219
APPROVED AS TO CONTENT:
Jeannette Ortega, Project Manager
DEPARTMENTAL APPROVAL:
Date:
Date:
Joseph Lambert, Director of Development Services
12 Kosmont Financial Services
Rev. 01/2026 220
EXHIBIT A
CONSULTANT'S PROPOSAL AND SCOPE OF WORK
13 [Kosmont Financial Services{
Rev. 01/2026 221
EXHIBIT B
INSURANCE REQUIREMENTS
A. Minimum Scope and Limits of Insurance
City reserves the right to review any and all of the required insurance policies and/or endorsements, but has no obligation to do so. Failure to demand evidence of full compliance with the insurance requirements set forth in this Agreement or failure to identify any insurance deficiency shall not relieve Consultant from, nor be construed or deemed a waiver of, its obligation to maintain the required insurance at all times during the performance, including any extension thereof, of this Agreement.
Consultant shall obtain, maintain, and keep in full force and effect during the life of this Agreement, including any extension thereof, all of the following minimum scope of insurance coverages:
1. Commercial General Liability Insurance
Broad -form commercial general liability, with coverage at least as broad as the most current version of ISO Commercial General Liability coverage form CG 00 01, in a form at least as broad as ISO form CG 00 01 04 13, and shall include insurance for premises and operations, products/completed operations, broad form property damage, contractual liability with respect to this contract, personal injury or bodily injury, and personal and advertising injury with a policy limit of not less than Two Million Dollars ($2,000,000.00) per occurrence and Four Million Dollars ($4,000,000.00) general aggregate. The aggregate limit, encompassing the above coverage, shall apply separately to this project/location. If Consultant maintains higher limits than the specified minimum limits, City requires and shall be entitled to coverage for the higher limits maintained by the Consultant.
2. Business Automobile Liability Insurance
Business automobile liability for hired, leased, and non -owned vehicles at least as broad as the most current version of ISO Business Auto Coverage form CA 00 01, with a policy limit of not less than Two Million Dollars ($2,000,000.00) combined single limit per accident. If Consultant maintains higher limits than the specified minimum limits, City requires and shall be entitled to coverage for the higher limits maintained by the Consultant.
3. Workers' Compensation and Employer's Liability Insurance To the extent Consultant has employees, Workers' compensation insurance as required by the State of California and Employer's Liability Insurance with a minimum limit of One Million Dollars ($1,000,000.00) 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, officials, 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.
By signing this Agreement, the Consultant acknowledges and agrees to the following:
I am aware of the provisions of Section 3700 of the Labor Code which require every employer to be insured against liability for Workers' Compensation or to undertake self-insurance in accordance with the provisions of that code, and I will comply with such provisions before 14 Kosmont Financial Services
Rev. 01/2026 222
commencing the performance of the work of this contract.
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 Project Manager before execution of this Agreement by the City. The City, its officers, officials, agents, employees, and volunteers shall not be responsible for any claims in law or equity occasioned by failure of the Consultant to comply with this Section.
4. Professional Errors and Omissions ("E&O") Liability Insurance Professional errors and omissions ("E&O") liability insurance appropriate to the Consultant's profession, with limits of not less than Two Million Dollars ($2,000,000.00) per occurrence and Two Million Dollars ($2,000,000.00) aggregate. The retroactive date must be shown and must be before the date of the contract or the beginning of contract work. Insurance must be maintained and evidence of insurance must be provided for at least four (4) years after completion of the contract of work. If coverage is canceled or non -renewed, and not replaced with another claims - made policy form with a retroactive date prior to the contract effective date, the Consultant must purchase "extended reporting coverage" for a minimum of four (4) years after completion of contract work. A copy of the claims reporting requirements must be submitted to the Project Manager for review. If Consultant maintains higher limits than the specified minimum limits, City requires and shall be entitled to coverage for the higher limits maintained by the Consultant.
5. Standards for Insurance Companies
All insurance policies shall be issued by an insurance company currently authorized by the Insurance Commission to transact business of insurance or is on the List of Approved Surplus Line Insurers in the State of California, with an assigned policyholders' rating of A- (or higher) and Financial Size Category Class VII (or larger) in accordance with the latest edition of Best's Key Rating Guide.
B. Documentation and Other Provisions
1. The commercial general liability insurance policy and business automobile liability policy shall be endorsed to contain the following: The City of Placentia, its officers, officials, agents, employees, and volunteers are additional insureds with respect to: liability arising out of activities performed by or on behalf of the Consultant pursuant to its contract with the City; products and completed operations of the Consultant; premises owned, occupied, or used by the Consultant; and automobiles owned, leased, hired, or borrowed by the Consultant. General liability coverage can be provided in the form of an endorsement to the Contractor's insurance at least as broad as one of the following ISO ongoing operations forms: CG 20 10 or CG 20 26 or CG 20 33 (not allowed from subcontractors), or CG 20 38; and one of the following ISO completed operations forms: CG 20 37, 2039 (not allowed from subcontractors), or CG 20 40.
2. Said policies shall not terminate, nor shall they be cancelled or coverage reduced, without at least thirty (30) days' written notice to the City. 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 cancelled policy or reduction in the required coverage limits, the City may procure such insurance at Consultant's sole cost and expense. 15 Kosmont Financial Services
Rev. 01/2026 223
3. The Consultant's insurance coverage shall be primary insurance coverage at least as broad as ISO CG 20 01 04 13 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.
4. 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.
5. Defense fees and costs shall not deplete the limits of any insurance provided under this Agreement, except as E&O policies wherein Consultant represents that the amount the E&O policy has depleted as of the date of the Agreement is . Consultant shall provide notice to the City in writing when the aggregate limits of any insurance has been depleted by more than 10% regardless of the claimant or basis for the expenditures. From the date of the Agreement continuing for three (3) years after completion of the subject project, Consultant shall provide notice to the City if any claimant depletes the aggregate for any amount, and Consultant shall provide bi-monthly updates to the City as to the remaining amount of the aggregate. If the aggregate is depleted by more than , the City may demand that Consultant obtain excess or umbrella insurance over its E&O insurance, or supplemental E&O insurance, for an amount to be set by the City but shall not exceed the limits sets forth in Section A.4.
6. 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.
7. Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Consultant shall ensure the City is an additional insured on insurance required from subcontractors.
8. Consultant agrees to waive, and to obtain endorsements from insurers waiving, subrogation rights against the City, its officers, officials, 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 insurance policies.
9. Coverage shall be on a standard occurrence form. Claims -made forms are not acceptable, except under the Professional Errors & Omissions ("E&O") Liability policy. Modified, limited, or restricted occurrence forms are not acceptable.
16 Kosmont Financial Services
Rev. 01/2026 224
EXHIBIT C
CERTIFICATES OF INSURANCE AND ENDORSEMENTS
AWAITING INSURANCE DOCUMENTS FROM CONSULTANT'S BROKER
17 [Kosmont Financial Services'
Rev. 01/2026 225
kosmon
financial services
October 14, 2025
Jennifer Lampman
City Administrator
City of Placentia
401 E. Chapman Ave.
Placentia, CA 92870
Re: Proposal for Services for Municipal Advisory and Consulting Services Enhanced Infrastructure Financing District (EIFD)
Dear Ms. Lampman,
Kosmont Transactions Services, Inc. doing business as Kosmont Financial Services (KFS) ("Consultant" or "KFS") is pleased to present this proposal to provide Municipal Advisory and Consulting Services to the City of Placentia (Client") related to the establishment, amendment and utilization of the Placentia Enhanced Infrastructure Financing District ("EIFD"). Consultant is an Independent Registered Municipal Advisor ("IRMA") with the U.S. Securities and Exchange Commission ("SEC") and the Municipal Securities Rulemaking Board ("MSRB").
This proposal serves as an Agreement when executed and returned by Client to Consultant.
I. BACKGROUND AND OBJECTIVE
Client established its EIFD in 2019 with Consultant's assistance and has since advanced the program through subsequent approvals and implementation steps. Since 2021, Consultant has provided ongoing municipal advisory and consulting services to support the EIFD, including financial analyses, cash flow modeling, negotiations with the County of Orange, and preparation for bond financing.
Client now seeks to update and continue its EIFD program to support priority public improvements, including streetscape, infrastructure, and related capital projects. To accomplish this, Client desires to retain Consultant as Municipal Advisor and Consultant to both document past advisory work and provide continued services through the completion of the EIFD's first bond issuance.
II. SCOPE OF SERVICES
Approach to Tasks: The prospective assignment and consulting services that Consultant will provide will be of a relatively limited scope and duration, and advisory in nature. Consultant will be making recommendations only, which advise the Client and jurisdictions, including their elected officials, appointed officials, and staff, which they can accept or reject. None of Consultant's staff will act in a Kosmont Financial Services
Mailing Address: 1601 N Sepulveda Blvd, #382 (424) 297-1073 Physical Address: 2301 Rosecrans Avenue Manhattan Beach, CA 90266 www.KosmontFinancial.com Suite 4140, El Segundo, CA 90245 Kosmont Financial Services is an Independent Registered Municipal Advisor with the SEC and the MSRB. 226
kosmon
financial services
City of Placentia
Proposal for Municipal Advisory Services
October 14, 2025
capacity as an elected official, nor as an appointed official, nor as staff, nor as serving in a "designated" position.
Consultant proposes the following scope of work to assist Client in updating and continuing its Enhanced Infrastructure Financing District ("EIFD") to facilitate priority public improvements and support successful project delivery within the District.
Task 1: EIFD Updates and Initial Financing Underwriting Analysis KFS will document prior advisory activities for the Placentia EIFD, including meetings with City staff, the Public Financing Authority (PFA) Board, City Council, preparation of over 100 cash flow models and financial analyses, coordination and negotiations with the County of Orange, management of the underwriter RFP process, and other general municipal advisory activities.
Task 2: Ongoing Municipal Advisory / EIFD Debt Issuance KFS will continue to provide municipal advisory services in support of the Placentia EIFD bond issuance.
This includes coordination with City staff and the PFA Board, updates and refinements to financial analyses and cash flow models, assistance with required communications and documentation related to the financing process, and other municipal advisory services requested by the City to facilitate completion of the bond issuance.
III. SCHEDULE AND REQUIRED DATA
Consultant is prepared to commence work upon receipt of an executed Agreement. Client will provide Consultant with project data requested by Consultant, such as financial reports and any other documentation relevant to potential EIFD debt issuance.
IV. COMPENSATION
Compensation for Tasks will be a flat fee of $50,000. Compensation for Task 2 will be based on hours spent at Consultant's billing rates as shown on Attachment A. Future increases in budget will require approval by Client in advance. Budget may be increased by Client at any time.
Full payment must be received by Consultant before the final written summary or report of Consultant's findings is released to Client.
Consultant is prepared to commence work upon receipt of executed Agreement.
Consultant anticipates a single consolidated round of Client comments and revisions on draft work product before Consultant provides a final version of work product. If necessary, additional rounds of comments and revisions can be accommodated on an hourly basis.
Consultant's attendance or participation at any publicly noticed meeting, whether such participation is in person, digital, video and/or telephonic (e.g., City Council, Planning Commission, Public Agency Board, Kosmont Financial Services
(424) 297-1073
www.KosmontFinancial.com
2IPage
227
kosmon
financial services
City of Placentia
Proposal for Municipal Advisory Services
October 14, 2025
other), as requested by Client is in addition to compensation for Tasks 1 through 2 and will be billed at the professional services (hourly) fees as shown on Attachment A.
Services will be invoiced monthly at Consultant's standard billing rates, as shown on Attachment A. In addition to professional services (hourly) fees, invoices will include reimbursement for out-of-pocket expenses such as travel and mileage (provided that there shall be no overnight travel without the Client's prior approval and that mileage shall be reimbursed at the current IRS mileage reimbursement rate), professional printing, conference calls, and delivery charges for messenger and overnight packages at actual cost. Unless otherwise agreed to in advance, out -of -area travel, if any, requires advance funding of flights and hotel accommodations.
Consultant will also include in each invoice an administrative services fee to cover in-house copy, fax, telephone and postage costs equal to four percent (4.0%) of Consultant's monthly professional service fees incurred. Any unpaid invoices after 30 days shall accrue interest at the rate of 10% per annum.
For the convenience of Consultant's clients, we offer a secure credit card payment service. The credit card payment link is: https://kosmont.paidvet.com and there are two ways to make a secure credit card payment:
1. Fill in the "Make a Payment' form when you go to the link ( https://kosmont.paidvet.com) , or
2. Call Consultant's accounting desk (424) 297-1072 to make a credit card payment V. INFORMATION RELATED TO THE ESTABLISHMENT OF AN INDEPENDENT REGISTERED
MUNICIPAL ADVISORY RELATIONSHIP AND OTHER DISCLOSURES
Duties and Responsibilities of KFS
As an IRMA, KFS has a duty of care and loyalty to Client and has a fiduciary obligation to provide advice and conduct Municipal Advisory Activities in a manner that is in Client's best interests, not ours or those of any other party.
Disclosure of Material Conflicts
Circumstances when payment of KFS's professional fees is contingent upon a successful closing of any financing present an unavoidable conflict related to KFS advising Client whether to proceed with such a financing. Receiving compensation upon a successful closing is an industry standard. KFS is accustomed and willing to work "at risk" when required and believes this conflict can and will be properly managed and mitigated, as is the case with other engagements KFS regularly undertakes. This conflict is naturally removed when KFS's compensation is based solely on an hourly (time and materials) basis.
KFS is not aware of any other conflicts that currently exist or that may come to exist by engaging in Municipal Advisory Activities with Client.
Other than as stated above, KFS is not aware of any other conflicts that currently exist or that may come to exist by engaging in Municipal Advisory Activities with Client.
Disclosure of Leaal or Disciplinary Events
Kosmont Financial Services
(424) 297-1073
www.KosmontFinancial.com
3IPage
228
kosmon
financial services
City of Placentia
Proposal for Municipal Advisory Services
October 14, 2025
Neither KFS, its principles, nor its Municipal Advisor Professionals assigned to Client have ever been the subject of any legal or disciplinary actions or events that may be material to Client's evaluation of KFS or the integrity of our management or personnel.
Termination of IRMA Relationship
Each of Client and KFS is free to terminate this IRMA relationship at any time by giving notice to the other party. While Client may ultimately undertake the issuance of municipal securities, such event will not necessarily trigger an automatic termination of the IRMA relationship that KFS has with Client. It is presently anticipated that KFS will continue to perform municipal advisory activities for Client at Client's pleasure and on an ongoing basis.
Compensation for Possible Future Real Estate Evaluation or Brokerage Services The following is being provided solely as an advance disclosure of real estate brokerage services and potential compensation for such services. This disclosure is not intended to commit the Client.
When assignments involve real estate/property brokerage services, such transaction -based services are typically provided by Kosmont Real Estate Services, Inc. doing business as Kosmont Realty ("KR"). KR is licensed by the State of California Department of Real Estate (License# 02058445). Compensation to KR is typically paid through commissions for property sale transactions, lease transactions and success/broker fees. KR also provides Broker Opinions of Value ("BOV") services on a fixed fee basis.
VI. Other Provisions
A. Termination. Client or Consultant shall have the right to terminate this Agreement at any time upon written notification to the other party. Payment for fees accrued through the date of termination shall be remitted in full.
B. Arbitration. Any controversy or claim arising out of or in relation to this Agreement, or the making, performance, interpretation or breach thereof, shall be settled by arbitration at JAMS in Los Angeles, California. Each of the parties to such arbitration proceeding shall be entitled to take up to five depositions with document requests. The provisions of Section 1283.05 (except subdivision (e) thereof) of the California Code of Civil Procedure are incorporated by reference herein, except to the extent they conflict with this Agreement, in which case this Agreement is controlling. If the matter is heard by only one arbitrator, such arbitrator shall be a member of the State Bar of California or a retired judge. If the matter is heard by an arbitration panel, at least one member of such panel shall be a member of the State Bar of California or a retired judge. The arbitrator or arbitrators shall decide all questions of law, and all mixed questions of law and fact, in accordance with the substantive law of the State of California to the end that all rights and defenses which either party may have asserted in a court of competent jurisdiction shall be fully available to such party in the arbitration proceeding contemplated hereby. The arbitrator and arbitrators shall set forth and deliver their findings of fact and conclusions of law with the delivery of the arbitration award. Judgment upon the award rendered shall be final and non -appealable and may be entered in any court having jurisdiction.
C. Attorneys' Fees. In the event of any legal action, arbitration, or proceeding arising out of an alleged breach of this Agreement, the party prevailing in such legal action, arbitration, or proceeding shall be Kosmont Financial Services
(424) 297-1073
www.KosmontFinancial.com
4IPage
229
kosmon
financial services
City of Placentia
Proposal for Municipal Advisory Services
October 14, 2025
entitled to recover reasonable attorneys' fees, expenses and costs, as well as all actual attorneys' fees, expenses and cost incurred in enforcing any judgment entered.
D. Authority. Each of the parties executing this Agreement warrants that persons duly authorized to bind each such party to its terms have executed this Agreement.
E. Further Actions. The parties agree to execute such additional documents and take such further actions as may be necessary to carry out the provisions and intent of this Agreement.
F. Assignment. Neither this Agreement nor any of the rights or obligations hereunder may be assigned by either party without the prior written consent of the other party.
G. Successors and Assigns. This Agreement shall be binding upon and inure to the benefit of the parties hereto and their respective successors and assigns.
H. Entire Agreement; Amendments and Waivers. This Agreement contains the final, complete and exclusive agreement between the parties relating to the transactions contemplated hereby and any and all prior discussions, negotiations, commitments and understanding, whether written or oral, related hereto are superseded hereby. No addition or modification of any term or provision of this Agreement shall be effective unless set forth in writing signed by both parties. No waiver of any of the provisions of this Agreement shall be deemed to constitute a waiver of any other provision hereof (whether or not similar), nor shall such waiver constitute a continuing waiver of such provisions unless otherwise expressly provided. Each party to this Agreement has participated in its drafting and, therefore, ambiguities in this Agreement will not be construed against any party to this Agreement.
I. Severability. If any term or provision of this Agreement shall be deemed invalid or unenforceable, the remainder of this Agreement shall not be affected thereby, and each remaining term and provision of this Agreement shall be valid and in force to the fullest extent permitted by law.
J. Notices. All notices, requests, demands and other communications which may be required under this Agreement shall be in writing and shall be deemed to have been received when transmitted; if personally delivered, or transmitted by telecopier, electronic, or other digital transmission method, upon transmission; if sent by next day delivery to a domestic address by a recognized overnight delivery service (e.g., FedEx), the day after it is sent; and if sent by certified or registered mail, return receipt requested, upon receipt. In each case, notice shall be sent to the principal place of business of the respective party.
Either party may change its address by giving written notice thereof to the other in accordance with the provisions of this paragraph.
K. Titles and Captions. Titles and captions contained in this Agreement are inserted only as a matter of convenience and for reference, and in no way define, limit, extend, or describe the scope of this Agreement or the intent of any provision herein.
L. Governing Law. The statutory, administrative, and judicial law of the State of California (without reference to choice of law provisions of California law) shall govern the execution and performance of this Agreement.
Kosmont Financial Services
(424) 297-1073
www.KosmontFinancial.com
5IPage
230
kosmon
financial services
City of Placentia
Proposal for Municipal Advisory Services
October 14, 2025
M. Confidentiality. Each of the parties agrees not to disclose this Agreement or any information concerning this Agreement to any persons or entities, other than to their attorneys and accountants, or as otherwise may be required by law.
N. Counterparts. This Agreement may be executed in one or more counterparts, each of which constitutes an original, and all of which together constitute one and the same instrument. The signature of any person on a telecopy of this Agreement, or any notice, action or consent taken pursuant to this Agreement, shall have the same full force and effect as such person's original signature.
0. Disclaimer. Consultant's financial analysis activities and work product, which may include but is not limited to pro forma analysis and tax projections, are projections only. Actual results may differ materially from those expressed in any analysis performed by consultant due to the integrity of data received, market conditions, economic events and conditions, and a variety of other factors that could materially affect the data and conclusions. Client's reliance on Consultant's analysis must consider the foregoing.
Consultant services outlined and described herein are advisory services only. Any decisions or actions taken or not taken by Client and affiliates are deemed to be based on Client's understanding, and by execution of this Agreement, acknowledgement that Consultant's services are advisory only and as such cannot be relied on as to the results, performance and conclusions of any investment or project that Client may or may not undertake as related to the services provided including any verbal or written communications by and between Client and Consultant.
Client acknowledges that Consultant's use of work product is limited to the purposes contemplated within this Agreement. Consultant makes no representation of the work product's application to, or suitability for use in, circumstances not contemplated by the scope of work under this Agreement.
P. Limitation of Damages. In the event Consultant is found liable for any violation of duty, whether in tort or in contract, damages shall be limited to the amount of compensation Consultant has received from Client.
Q. Force Majeure. Consultant shall not be liable for failure or delay in performance of its obligations under this Agreement arising out of or caused, directly or indirectly, by significant circumstances beyond its reasonable control, including, without limitation: epidemic; acts of God; earthquakes; fires; floods; wars; civil or military disturbances; acts of terrorism; sabotage; strikes; riots; wide -spread power failures and wide -spread Internet failure. Contractual performance and deadline(s) shall be extended for a period equal to the time lost by reason of the delay.
R. Expiration of Proposal for Services. If this Agreement is not fully executed by the parties within thirty (30) days from the date of this letter, this proposal shall expire.
S. Not an agreement for Legal Services or Legal Advice. This Agreement does not constitute an agreement for the performance of legal services or the provision of legal advice, or legal opinion. Client should seek independent legal counsel on matters for which Client is seeking legal advice. [signature page follows]
Kosmont Financial Services
(424) 297-1073
www.KosmontFinancial.com
6lPage
231
kosmon
financial services
VII. ACCEPTANCE AND AUTHORIZATION
City of Placentia
Proposal for Municipal Advisory Services
October 14, 2025
If this Agreement is acceptable to Client, please execute two copies of the Agreement and return both originals to KFS. Upon receipt of both signed contracts, we will return one fully executed original for your files. KFS will commence work upon receipt of executed Agreement.
Read, understood, and agreed to this
Day of , 2025.
City of Placentia Kosmont Transactions Services, Inc. dba Kosmont Financial Services
By: By:
(Signature)
(Print Name)
(Title)
Name:
(Signature)
Name: Larry J. Kosmont, CRE®
Its:
Kosmont Financial Services
(424) 297-1073
www.KosmontFinancial.com
Its: President
7IPage
232
kosmon
financial services
ATTACHMENT A
Kosmont Financial Services
2025 Public Agency Fee Schedule
Professional Services
President & CEO
Sr. Managing Director / Sr. Vice President / Senior Advisor Vice President / Managing Director
Senior Project Analyst
Project Analyst / Project Research
Assistant Project Analyst / Assistant Project Manager
Project Promotion/Graphics/GIS Mapping Services
Clerical Support
$525.00/hour
$395.00/hour
$295.00/hour
$205.00/hour
$195.00/hour
$165.00/hour
$ 95.00/hour
$ 80.00/hour
• Additional Expenses
In addition to professional services (labor fees):
1) An administrative fee for in-house copy, fax, phone, postage costs, digital/technological support and related administrative expenses will be charged, which will be computed at four percent (4.0 %) of monthly Kosmont Financial Services professional service fees incurred; plus 2) Out-of-pocket expenditures, such as travel and mileage, professional printing, and delivery charges for messenger and overnight packages will be charged at cost. 3) Project/Market data sources for support of evaluation and analysis e.g., ESRI, Placer.ai, CoStar/STR, IMPLAN, ParcelQuest, Refinitiv and other based on quoted project cost. 4) If Kosmont retains Third Party Vendor(s) for Client (with Client's advance approval), fees and cost will be billed to Client at 1.1X (times) fees and costs. 5) Consultant's attendance or participation at any public meeting, whether such participation is in person, digital, video and/or telephonic (e.g., City Council, Planning Commission, Public Agency Board, other) requested by Client and are beyond those specifically identified in the Scope of Work will be billed at the professional services (hourly) fees as shown on this Attachment A. • Charges for Court/Deposition/Expert Witness -Related Appearances Court -related (non -preparation) activities, such as court appearances, depositions, mediation, arbitration, dispute resolution and other expert witness activities, will be charged at a court rate of 1.5 times scheduled rates, with a 4 -hour minimum.
Rates Effective until December 31, 2025. For and during the term of the subject Agreement, the above referenced rates in each category will be increased, effective January 1, 2026, and annually thereafter, to reflect the adjustment in the CPI (U.S. Dept. of Labor, Bureau of Labor Statistics) All Cities Average Consumer Price Index for the prior year. As an example, the US City Average Consumer Price Index (CPI -U) for January 2025 was 317.671, representing a change of 3.0 percent over the index for January 2024.
Kosmont Financial Services
Mailing Address: 1601 N Sepulveda Blvd, #382 (424) 297-1073 Physical Address: 2301 Rosecrans Avenue Manhattan Beach, CA 90266 www.KosmontFinancial.com Suite 4140, El Segundo, CA 90245 Kosmont Financial Services is an Independent Registered Municipal Advisor with the SEC and the MSRB. 233
3;kc,25,Eggolk
Agenda Item No: 1.h
PLACENTIA CITY COUNCIL AGENDA REPORT
Meeting Date: February 3, 2026
Submitted by: Gabriel Guerrero-Gabany
From: Public Works
Subject:
APPROVAL OF FINAL PARCEL MAP NO. 2024-143 PERTAINING TO THE SUBDIVISION OF A 2.66 ACRE LOT INTO TWO PARCELS LOCATED AT 975 S. LAKEVIEW AVENUE
WITHIN THE C -M (COMMERCIAL MANUFACTURING) ZONING DISTRICT Financial Impact:
Fiscal Impact:
None.
Summary:
On April 1, 2025, City Council approved Tentative Parcel Map No. 2024-143 for the subdivision of one existing parcel into two (2) parcels for property located at 975 S. Lakeview Avenue. The subject site is located in the southeastern portion of the City of Placentia, near the border of Anaheim. The Parcel Map will subdivide the existing 2.66 -acre lot into two (2) separate lots.
All conditions imposed upon the subject parcel map have been met pursuant to Section 66473.5 of the California Government Code. The proposed project is consistent with the City's General Plan and meets the minimum development standards of the Placentia Municipal Code (PMC). The recommended actions will accept Final Parcel Map No. 2024-143.
Recommendation:
Recommended Action: It is recommended that the City Council:
1. Approve Final Parcel Map No. 2024-143, subject to final review and approval by the County Surveyor; and
2. Authorize the City Clerk to sign Final Parcel Map No. 2024-143.
Strategic Plan Statement:
This item is consistent with the City Council approved Five -Year Strategic Goal to achieve:
The City's Strategic Plan Objective 1.4 of protecting and preserving economic development nodes by ensuring clear property delineation, regulatory compliance, and efficient site management. By properly defining boundaries around the fueling tanks, the adjustment supports the continued viability of a revenue -generating commercial property, enhances land use clarity, and facilitates long-term investment potential. This contributes to the stability and orderliness of the area, ultimately maximizing revenue opportunities for the City. 234
Discussion:
The subject site is located in the southeastern portion of the City of Placentia, near the border of Anaheim. It is a developed lot that includes a gas station and a warehouse with an associated administrative office to the north. The property is situated west of S. Lakeview Avenue and north of E. Mira Loma Avenue within the C -M (Commercial Manufacturing) Zoning District. The parcels are currently designated as numbered lots, with multiple access points from both S. Lakeview Avenue and E. Miraloma Avenue.
The Final Map will subdivide the existing 2.66 -acre lot into two (2) separate lots. The proposed lot sizes exceed the minimum lot size and width requirements established under the C -M (Commercial Manufacturing) Zoning District, ensuring compliance with zoning regulations. The site is located in an established industrial area, surrounded by a variety of industrial and commercial uses, and is adjacent to the City of Anaheim. The lot line will be centrally positioned within the property and will not negatively impact onsite circulation, access, or parking configurations for existing uses. This subdivision will maintain the functionality, compliance, and operational efficiency of both parcels while supporting orderly development within the industrial zone.
Placentia Municipal Code (PMC) Section 22.80.010(a) requires a Parcel Map for all subdivisions of four (4) or fewer parcels and PMC Section 22.80.060(c) requires the Planning Commission to take action to recommend to the City Council conditional approval or denial of a proposed subdivision map. On March 11, 2025, the Planning Commission voted 6-0-0, to recommend approval of Tentative Parcel Map 2024-143. On April 1, 2025, City Council approved Tentative Parcel Map No. 2024-143 for the subject subdivision.
All conditions imposed upon the subject parcel map have been met pursuant to Section 66473.5 of the California Government Code. The proposed project is consistent with the City's General Plan and meets the minimum development standards of the PMC. The recommended actions will accept Final Parcel Map No. 2024-143, as shown and documented on the attached final map.
Fiscal Impact Summary:
No fiscal impact is anticipated with the approval of the Parcel Map, as the proposed subdivision involves adjusting property lines to better align with existing on-site improvements.
Attachments
PM2024-143_final.pdf
235
SHEET 1 OF 3
2 NUMBERED PARCELS
AREA: 2.658 AC GROSS
AREA: 2.631 AC NET
DATE OF SURVEY:
APRIL 18, 2025
ALL OF TENTATIVE PARCEL
MAP NO. 2024-143
DARC - _ VIA' VO. 2024-143
IN THE CITY OF PLACENTIA, COUNTY OF ORANGE, STATE OF CALIFORNIA BEING A SUBDIVISION OF A PORTION OF PARCEL 1 OF PARCEL MAP NO. 85-243, AS SHOWN ON A MAP FILED IN BOOK 207, PAGES 10 AND 11 OF PARCEL MAPS, IN THE OFFICE OF THE COUNTY RECORDER OF SAID COUNTY, CALIFORNIA.
DAVID C. QUEYREL
L.S. 7703
ANACAL ENGINEERING DATE OF SURVEY:
COMPANY
SUBDIVIDER'S CERTIFICATE:
WE, THE UNDERSIGNED, BEING THE SUBDIVIDERS OF THE LAND COVERED BY
THIS MAP, THE RECORD OWNERS OF WHICH ARE LISTED HEREIN, DO HEREBY
CERTIFY THAT SAID RECORD OWNERS CONSENT TO THE PREPARATION AND RECORDATION OF SAID MAP, AS SHOWN WITHIN THE DISTINCTIVE BORDER LINE.
GREENLEAF, LLC, A CALIFORNIA LIMITED LIABILITY COMPANY, OWNER AND SUBDIVIDER BY:
NAME: LEAH MONGE
TITLE: MANAGING MEMBER
NOTARY ACKNOWLEDGEMENT:
A NOTARY PUBLIC OR OTHER OFFICER COMPLETING THIS CERTIFICATE
VERIFIES ONLY THE IDENTITY OF THE INDIVIDUAL WHO SIGNED THE
DOCUMENT TO WHICH THIS CERTIFICATE IS ATTACHED, AND NOT THE TRUTHFULNESS, ACCURACY, OR VALIDITY OF THAT DOCUMENT.
STATE OF CALIFORNIA
COUNTY OF
}SS
ON BEFORE ME, , NOTARY PUBLIC,
PERSONALLY APPEARED
WHO PROVED TO ME ON THE BASIS OF SATISFACTORY EVIDENCE TO BE THE
PERSON(S) WHOSE NAME(S) IS/ARE SUBSCRIBED TO THE WITHIN INSTRUMENT AND
ACKNOWLEDGED TO ME THAT HE/SHE/THEY EXECUTED THE SAME IN HIS/HER/THEIR
AUTHORIZED CAPACITY(IES), AND THAT BY HIS/HER/THEIR SIGNATURE(S) ON THE
INSTRUMENT THE PERSON(S), OR THE ENTITY UPON BEHALF OF WHICH THE PERSON(S) ACTED, EXECUTED THE INSTRUMENT.
I CERTIFY UNDER PENALTY OF PERJURY UNDER THE LAWS OF THE STATE OF CALIFORNIA THAT THE FOREGOING PARAGRAPH IS TRUE AND CORRECT.
WITNESS MY HAND.
SIGNATURE MY PRINCIPAL PLACE OF BUSINESS IS
IN COUNTY
MY COMMISSION EXPIRES
(NAME PRINTED)
SIGNATURE OMISSIONS
PURSUANT TO THE PROVISIONS OF SECTION 66436(a)(3)(A) OF THE SUBDIVISION MAP ACT, THE FOLLOWING SIGNATURES HAVE BEEN OMITTED:
YORBA LINDA WATER COMPANY, HOLDER OF AN EASEMENT FOR RIGHTS OF WAY AND INCIDENTAL PURPOSES RECORDED. NOVEMBER 7, 1911 IN BOOK 203, PAGE 291 OF DEEDS.
YORBA IRRIGATION COMPANY, A CORPORATION, HOLDER OF AN EASEMENT
FOR DITCHES, PIPE LINES, FLUMES, ETC AND INCIDENTAL PURPOSES RECORDED. FEBRUARY 17, 1914 IN BOOK 250, PAGE 66 OF DEEDS.
CITY OF PLACENTIA, HOLDER OF AN EASEMENT FOR TREEWELL AND INCIDENTAL PURPOSES, DEDICATED ON PARCEL MAP NO. 79-804 AS FILED IN PARCEL MAP BOOK 261, PAGES 28-31 INCLUSIVE.
YORBA LINDA WATER DISTRICT, A PUBLIC CORPORATION, HOLDER OF AN
EXCLUSIVE PERPETUAL EASEMENT FOR IRRIGATION AND DOMESTIC WATER AND INCIDENTAL PURPOSES RECORDED. NOVEMBER 1, 1999
AS INSTRUMENT NO. 1999-763507, OF OFFICIAL RECORDS.
OCITY OF PLACENTIA, HOLDER OF AN EASEMENT FOR PUBLIC STREET AND
ROAD PURPOSES, PUBLIC UTILITIES, WIRES, CABLES, CONDUITS, STORM
SEWERS, SANITARY SEWERS AND WATER PIPE LINES AND INCIDENTAL PURPOSES RECORDED NOVEMBER 4, 1999 AS INSTRUMENT NO.
1999-772377, OF OFFICIAL RECORDS.
OSOUTHERN CALIFORNIA EDISON COMPANY, HOLDER OF AN EASEMENT TO
CONSTRUCT, USE, MAINTAIN, ALTER, ADD TO, REPAIR, REPLACE,
RECONSTRUCT, INSPECT, AND/OR REMOVE AT ANY TIME AND FROM TIME TO
TIME UNDERGROUND ELECTRICAL SUPPLY SYSTEMS AND COMMUNICATION
SYSTEM, CONSISTING OF WIRES, UNDERGROUND CONDUITS, CABLES, VAULTS, MANHOLES, HANDHOLES, AND INCLUDING ABOVE—GROUND ENCLOSURES,
AND OTHER APPURTENANT FIXTURES AND EQUIPMENT NECESSARY OR
USEFUL FOR DISTRIBUTING ELECTRICAL ENERGY AND FOR TRANSMITTING INTELLIGENCE BY ELECTRICAL MEANS AND INCIDENTAL PURPOSES. RECORDED FEBRUARY 22, 2000 AS INSTRUMENT NO. 2000-91777 OF OFFICIAL RECORDS.
APRIL 2025
SURVEYOR'S STATEMENT:
ACCEPTED AND FILED AT THE
REQUEST OF
ORANGE COAST TITLE
DATE
TIME
INSTRUMENT NO.
BOOK
BY
FEE $
PAGE
HUGH NGUYEN
COUNTY CLERK—RECORDER
DEPUTY
THIS MAP WAS PREPARED BY ME OR UNDER MY DIRECTION AND IS BASED
UPON A FIELD SURVEY IN CONFORMANCE WITH THE REQUIREMENTS OF THE
SUBDIVISION MAP ACT AND LOCAL ORDINANCE AT THE REQUEST OF GREENLEAF, LLC, A CALIFORNIA LIMITED LIABILITY COMPANY, IN APRIL, 2025. I
HEREBY STATE THAT ALL MONUMENTS ARE OF THE CHARACTER AND OCCUPY
THE POSITIONS INDICATED AND THAT SAID MONUMENTS ARE SUFFICIENT TO ENABLE THE SURVEY TO BE RETRACED. I HEREBY STATE THAT THIS PARCEL
MAP SUBSTANTIALLY CONFORMS TO THE APPROVED OR CONDITIONALLY APPROVED TENTATIVE MAP, IF ANY.
BY: DAVID C. QUEYREL 7703
MY LICENSE EXPIRES 12/31/26
1/8/25
DATE
COUNTY SURVEYOR'S STATEMENT:
*
No. 7703
Exp. 12/31 /26
*
I HEREBY STATE THAT I HAVE EXAMINED THIS MAP AND HAVE FOUND THAT
ALL MAPPING PROVISIONS OF THE SUBDIVISION MAP ACT HAVE BEEN
COMPLIED WITH AND I AM SATISFIED SAID MAP IS TECHNICALLY CORRECT, RELATIVE TO THE PARCEL MAP BOUNDARY.
DATED THIS
DAY OF 202_
LILY M. N. SANDBERG, COUNTY SURVEYOR L.S. 8402
CITY ENGINEER'S STATEMENT:
I HEREBY STATE THAT I HAVE EXAMINED THIS MAP AND HAVE FOUND IT TO
BE SUBSTANTIALLY IN CONFORMANCE WITH THE TENTATIVE MAP, IF REQUIRED,
AS FILED WITH, AMENDED AND APPROVED BY THE CITY PLANNING COMMISSION; THAT ALL PROVISIONS OF THE SUBDIVISION MAP ACT AND CITY SUBDIVISION REGULATIONS HAVE BEEN COMPLIED WITH.
DATED THIS
DAY OF 202_
BY:
CHRISTOPHER M. TANIO
DIRECTOR OF PUBLIC WORKS/CITY ENGINEER OF CITY OF PLACENTIA R.C.E. NO. 82756
CITY SURVEYOR'S STATEMENT:
I HEREBY STATE THAT I HAVE EXAMINED THIS MAP AND HAVE FOUND THAT IT
CONFORMS WITH THE MAPPING PROVISIONS OF THE SUBDIVISION MAP ACT
AND I AM SATISFIED SAID MAP IS TECHNICALLY CORRECT IN ALL RESPECTS NOT STATED TO BY THE COUNTY SURVEYOR.
DATED THIS DAY OF
MICHAEL L. FOREMAN, PLS 5778
CITY SURVEYOR, CITY OF PLACENITA
CITY CLERK'S CERTIFICATE:
STATE OF CALIFORNIA
COUNTY OF ORANGE
CITY OF PLACENTIA
SS
202_
I HEREBY CERTIFY THAT THIS MAP WAS PRESENTED FOR APPROVAL TO THE
CITY COUNCIL OF THE CITY OF PLACENTIA AT A REGULAR MEETING THEREOF
HELD ON THE DAY OF, AND THAT
THEREUPON SAID COUNCIL DID, BY AN ORDER DULY PASSED AND ENTERED, APPROVE SAID MAP.
AND DID ALSO APPROVE SUBJECT MAP PURSUANT TO THE PROVISIONS OF SECTION 66436 (a)(3)(A) OF THE SUBDIVISION MAP ACT.
DATED THIS
DAY OF 202_
ROBERT S. MCKINNELL
CITY CLERK OF THE CITY OF PLACENTIA
COUNTY TREASURER -TAX COLLECTOR'S CERTIFICATE:
STATE OF CALIFORNIA
COUNTY OF ORANGE
CITY OF PLACENTIA
SS
I HEREBY CERTIFY THAT ACCORDING TO THE RECORDS OF MY OFFICE,
THERE ARE NO LIENS AGAINST THE LAND COVERED BY THIS MAP OR ANY
PART THEREOF FOR UNPAID STATE, COUNTY, MUNICIPAL OR LOCAL TAXES OR
SPECIAL ASSESSMENTS COLLECTED AS TAXES, EXCEPT TAXES OR SPECIAL ASSESSMENTS COLLECTED AS TAXES NOT YET PAYABLE.
AND DO CERTIFY TO THE COUNTY RECORDER OF ORANGE COUNTY THAT THE
PROVISIONS OF THE SUBDIVISION MAP ACT HAVE BEEN COMPLIED WITH
REGARDING DEPOSITS TO SECURE PAYMENT OF TAXES OR SPECIAL ASSESSMENTS COLLECTED AS TAXES ON THE LAND COVERED BY THIS MAP.
DATED THIS
DAY OF 202_
SHARI L. FREIDENRICH
COUNTY TREASURER—TAX COLLECTOR
BY
TREASURER—TAX COLLECTOR
SHEET 2 OF 3
2 NUMBERED PARCELS
AREA: 2.658 AC GROSS
AREA: 2.631 AC NET
DATE OF SURVEY:
APRIL 18, 2025
ALL OF TENTATIVE PARCEL
MAP NO. 2024-143
PARCEL MAP NO. 2024-143
IN THE CITY OF PLACENTIA, COUNTY OF ORANGE, STATE OF CALIFORNIA DAVID C. QUEYREL
L.S. 7703
SCALE: 1 "= 40 FT.
PETRA LANE
FOUND 1-1 /2" IRON
PIPE, TAG ILLEGIBLE
DN. 2". ACCEPTED AS
1-1/2" IRON PIPE
TAGGED "R.C.E. 10177"
PER R4
50.00'
M&R4
FOUND SPIKE & WASHER
STAMPED, "LS 541 1 ",
FLUSH, NO REF.
ACCEPTED AS 50.00'
RADIUS POINT PER R3.
N89'28'23"W
622.68'
(110.00'R3)
SFN SET NOTHING /
SEARCHED LINE
SLY FOUND NOTHING
SURVEYOR'S BOUNDARY NOTE
WEST LINE PM 89-136
THERE ARE NO CONFLICTS WITH EXISTING VISIBLE IMPROVEMENTS
AND THE EXTERIOR BOUNDARY LINE (DISTINCTIVE BORDER) OF THIS MAP AS ESTABLISHED HEREON.
EASEMENT NOTES
YORBA LINDA WATER COMPANY. HOLDER OF AN EASEMENT
FOR RIGHTS OF WAY AND INCIDENTAL PURPOSES RECORDED:
11/07/1911 IN BOOK 203, PAGE 291 OF DEEDS. NOT
P LOTTAB LE.
ANACAL ENGINEERING DATE OF SURVEY:
YORBA IRRIGATION COMPANY, A CORPORATION, HOLDER OF AN
EASEMENT FOR DITCHES, PIPE LINES, FLUMES, ETC AND
INCIDENTAL PURPOSES RECORDED. 02/17/1914 IN BOOK
250, PAGE 66 OF DEEDS. (BLANKET IN NATURE)
THE CITY OF PLACENTIA, HOLDER OF AN EASEMENT FOR
TREEWELL AND INCIDENTAL PURPOSES, AS SHOWN AND
DEDICATED ON PARCEL MAP 79-804. PARCEL MAP BOOK
161, PAGES 45-56 INCLUSIVE.
YORBA LINDA WATER DISTRICT, A PUBLIC CORPORATION, HOLDER
OF AN EASEMENT FOR IRRIGATION AND DOMESTIC WATER
PURPOSES AND INCIDENTAL PURPOSES RECORDED 11/1/1999 AS
INSTRUMENT NO. 1999-763507 OF OFFICIAL RECORDS.
CITY OF PLACENTIA, HOLDER OF AN EASEMENT FOR PUBLIC
STREET AND ROAD PURPOSES, PUBLIC UTILITIES, WIRES,
CABLES, CONDUITS, STORM SEWERS, SANITARY SEWERS AND
WATER PIPE LINES AND INCIDENTAL PURPOSES RECORDED
11/4/1999 AS INSTRUMENT NO. 1999-772377, OF OFFICIAL
RECORDS.
SOUTHERN CALIFORNIA EDISON COMPANY, A CORPORATION,
HOLDER OF AN EASEMENT TO CONSTRUCT, USE, MAINTAIN,
ALTER, ADD TO, REPAIR, REPLACE, RECONSTRUCT, INSPECT,
AND/OR REMOVE AT ANY TIME AND FROM TIME TO TIME
UNDERGROUND ELECTRICAL SUPPLY SYSTEMS AND
COMMUNICATION SYSTEM, CONSISTING OF WIRES, UNDERGROUND
CONDUITS, CABLES, VAULTS, MANHOLES, HANDHOLES, AND
INCLUDING ABOVE—GROUND ENCLOSURES, MARKERS AND
CONCRETE PADS AND OTHER APPURTENANT FIXTURES AND
EQUIPMENT NECESSARY OR USEFUL FOR DISTRIBUTING
ELECTRICAL ENERGY AND FOR TRANSMITTING INTELLIGENCE BY
ELECTRICAL MEANS IN, ON, OVER AND INCIDENTAL PURPOSES,
RECORDED 02/22/2000 AS INSTRUMENT NO. 2000091777, OF
OFFICIAL RECORDS.
REFERENCES:
(R1) —
(R2) —
(R3) —
(R4) —
(R5) —
RECORD
RECORD
RECORD
RECORD
RECORD
O
w
0 O
COMPANY
920.32' (920.31'R3)
512.68'
(512.63'R1)
jj\JJ c JJ J c
JJ
J2
JC)
J%
612.17' (612.23' CALC. R1)
N00'31'59"E
F)
N
0 03
0 co
O
co
N
O
M
U")
N
N
SFN ESTABLISHED BY
INTERSECTION
(920.35'R4)
820.32' (820.31'R3)
197.64' (197.68'R1)
APRIL 2025
SEE DETAIL "A"
ON SHEET 3
SET LEAD, TACK &
TAG L.S. 7703,
FLUSH
SET LEAD, TACK &
TAG L.S. 7703, FLUSH
N89°55'04'W
10.00'
N00°37'33"W
20.00'
N89°55'04'W
10.00'
PARCEL 1
1.381 ACRES - GROSS
1.367 ACRES - NET
EASTLERLY LINE OF PARCELS 11-16 OF PARCEL
MAP 89-136 P.M.B. 261, PAGES 28-31
ESTABLISHED FROM FOUND MONUMENT ACCEPTED
AS THE PL PROD AND RECORD ANGLE 90°00'00"
FROM THE S.E. CORNER PER SAID PARCEL MAP
FROM MIRALOMA AVE.
Fri\it JNDrF
N89'28'01 "W 199.89'
SET LEAD AND TACK
TAGGED L.S. 7703,
FLUSH, 1.00' 0/S
EASTERLY ALONG PARCEL
LINE FROM CORNER
LAKEVIEW
LOOP
FOUND LEAD, TACK
& TAG, FLUSH
TAGGED "LS 5346"
PER R5
EISENHOWER
CIRCLE
50.00 50'
M
co
N
0 N89°26'59'W
6.00'
N00°06'27'W
16.00' �I
N89°55'54'W
14.00'
PARCEL 2
1.277 ACRES - GROSS
1.265 ACRES - NET
156.13' (156.15'R1)
N89'28'01 "W
FOUND S&W TAGGED
"LS 5411' 14S•47 440 -Rif
ACCEPTED AS PL PROD PER R1
DATA PER P.M. NO. 89-136, P.M.B. 261/28-31
DATA PER CR 2013-0327
DATA PER P.M. NO. 85-243, P.M.B. 207/10-11
DATA PER RECORD OF SURVEY 99-1045, R.S.B. 175/43
DATA PER RECORD OF SURVEY NO. 2018-10103, R.S.B. 306/34-37 N
P,M 153, 261 / 2E3 - 3-J
SET LEAD, TACK & TAG
L.S. 7703, FLUSH
SET,
AD,
HH ' T7703
&
N89'28'01 "W
184.83'
N89'28'01 "W
•
42°11,291_
39. 77,
+-- —2'
—8'
•
50'
N00'06'27"E
—2'
50.00'
•
184.81'M&R1 Ao.oa o
1 M 67.37'
M&R1
(252.18'R1) 252.20' -
MIRALOMA AVENUE M
— _ _.cIa 1 RRAITnF PLAGENTIA
CITY LIMITS OF ANAHEIM
MONUMENTATION
• INDICATES MONUMENT FOUND AS NOTED.
O INDICATES MONUMENT SET AS NOTED
SFN = SEARCHED FOUND NOTHING
M
n
tI -0C‘j
N 00
N
CO
co .�
o'
O �
N
NI
(o
✓
N
N �
Do
co
co
13)
0 N
rn
w
z
w
I<
w_
iw
�<
(14
N00'06'27"E
w
N
co
O
0 O
z
NI: 073
w
(n
J
m
w
6 z
S
O
z
Ld
w
z
Li
c
J
LL
o�
z(o
0 o
w w
J
w
-
Z U
a
ow
p O
o
U w
w (1)
w
w
Li
LL
0 0
0 N
m
D
w
J O
w0
Cf)
V)
J
LL
0 0
0 J
0 O
()
J
LL
0 0
0 U)
J
FOUND S&W TAGGED
0 w
0_
w
<
Q
0 w
Z U
Q
w
<w
Ct
Q O
LLJ
J Z
w
w
Et
w
0_
w
w
H
z
w
Z
J
w -
Z
w
U
r7
w
w
(n
N42'09'35"E
25.57'(25.59'R1)
FOUND S&W STAMPED
"LS 6608", FLUSH
NO REF. ACCEPTED AS
CENTERLINE INTERSECTION
SEE SHEET 3 FOR GPS TIES,
BASIS OF BEARINGS, DATUM
STATEMENT AND DETAIL 'A' .
SHEET 3 OF 3
2 NUMBERED PARCELS
AREA: 2.685 AC GROSS
AREA: 2.631 AC NET
DATE OF SURVEY:
APRIL 18, 2025
ALL OF TENTATIVE PARCEL
MAP NO. 2024-143
PARCEL MAP NO. 2024-143
IN THE CITY OF PLACENTIA, COUNTY OF ORANGE, STATE OF CALIFORNIA DAVID C. QUEYREL
L.S. 7703
SEE SHEET 2 FOR BOUNDARY
ESTABLISHMENT, REFERENCES,
AND EASEMENT NOTES
FOUND LEAD TACK &
TAG STAMPED "L.S.
6608" NO REF., FLUSH
ON TC
FOUND LEAD TACK & TAG /
STAMPED "L.S. 6608"
NO REF. FLUSH EISENHOWER_
/ CIRCLE
ww
w
J <
ANACAL ENGINEERING
COMPANY
MID
SCALE: NONE
FOUND LEAD TACK & TAG
STAMPED "L.S. 6608"
NO REF., FLUSH ON TC
FOUND LEAD TACK & TAG
STAMPED "L.S. 6608"
NO REF., FLUSH ON TC
FOUND LEAD TACK & /
TAG STAMPED L.S. 2'— .�
6608 NO REF., FLUSH
ON HOARCEL 1
MONUMENTATION
50.00' A
50'
DETAIL 'A'
NO SCALE
A INDICATES FOUND 0.C.S. HORIZONTAL CONTROL STATION GPS
MONUMENT PER RECORDS ON FILE IN THE OFFICE OF THE
ORANGE COUNTY SURVEYOR
• INDICATES MONUMENT FOUND AS NOTED.
BASIS OF BEARINGS
THE BEARINGS SHOWN HEREON ARE BASED ON THE BEARING BETWEEN
0.C.S. HORIZONTAL CONTROL G.P.S. STATION NO. 3155 AND G.P.S.
STATION NO. 5222 BEING NORTH 04'11'24" WEST PER RECORDS ON FILE IN THE OFFICE OF THE ORANGE COUNTY SURVEYOR.
DATUM STATEMENT
COORDINATES SHOWN ARE BASED ON THE CALIFORNIA
COORDINATE SYSTEM, (CCS83) ZONE VI, 1983 NAD, (2017.50
EPOCH OCS GPS ADJUSTMENT). ALL DISTANCES SHOWN ARE
GROUND, UNLESS OTHERWISE NOTED, TO OBTAIN GRID
DISTANCE MULTIPLY GROUND DISTANCE BY 0.99998857,
MEAN VALUE.
DATE OF SURVEY:
APRIL 2025 VP
ORCHARD R\ -
LAKEVIEW
LOOP
- PARCEL1
PARCEL 2
GPS NO. 5222
FOUND 2-1/4" ALUM CAP STAMPED "1972"
WITH A "X" ON WEST SIDE OF CAP DN 1.5' IN
OCS WELL MONUMENT. MONUMENT IS LOCATED
AT THE CENTERLINE INTERSECTION OF LAKEVIEW
AVE. AND ORCHARD DR.
NORTHING: 2263623.91
EASTING: 6085822.77
PER TR 18129, M.M. 938/8-11, DN 1.5'
(2017.50 EPOCH OCS GPS ADJUSTMENT)
LAKEVIEW AVENUE
\II
MIRALOMA AVENUE\
EISENHOWER
CIRCLE
�ce
M
N
0 0
z0
%o
GPS NO. 3155
FOUND PUNCHED SPIKE AND OCS WASHER,
STAMPED "RCE 6978". 0.2' DN., STATION IS
LOCATED AT THE CENTERLINE INTERSECTION OF
LAKEVIEW AVE. AND MCKINNON DR.
NORTHING: 2257493.54
EASTING: 6086271.80
PER TR. 17879, M.M. 964 / 36-38
(2017.50 EPOCH OCS GPS ADJUSTMENT)
MCKINNON DRIVE
3;kc,25,Eggolk
Agenda Item No: 2.a
PLACENTIA CITY COUNCIL AGENDA REPORT
Meeting Date: February 3, 2026
Submitted by: Joe Lambert
From: Development Services
Subject:
CONSIDERATION OF THE ADOPTION OF A DEVELOPMENT IMPACT FEE NEXUS
STUDY AND ADOPTION OF APPLICABLE RESOLUTION(S) AND/OR APPLICABLE ORDINANCE(S) AMENDING VARIOUS CITY DEVELOPMENT IMPACT FEES. THE
PROPOSED ACTION INCLUDES ADOPTION OF NEW CITY FACILITIES FEES, AND
AMENDED FEES FOR OTHER CITYWIDE DEVELOPMENT IMPACT FEES, TRANSIT
ORIENTED DEVELOPMENT AREA (TOD) DEVELOPMENT IMPACT FEES, AND
AFFORDABLE HOUSING FEES
Financial Impact:
Fiscal Impact:
Development Impact Fees are established for cost recovery or statutory purposes only. There is no immediate fiscal impact associated with the recommended actions. The adoption of revised development impact fees, new City Facilities Fees and residential affordable housing impact fees will not have an immediate impact on revenues to the City until effective 60 days subsequent to adoption. This agenda item adjusts or establishes impact fees commensurate with a Development Impact Fee Nexus Study prepared for City Council consideration.
Summary:
The City's Development Impact Fees program ("DIF") was first established in the early 1970's when much of the City was undeveloped. The City's costs for infrastructure have significantly increased over that period of time; however, the City's DIFs were not updated regularly to adequately cover said infrastructure costs, thus requiring the General Fund to subsidize infrastructure improvements or, in some cases, the improvements that are not conducted by a developer. In addition, in April 2017, the City Council approved the Transit -Oriented Development ("TOD") Packinghouse District Plan which results in impacts to City services that the new development will create and identifies mitigation measures and costs associated with mitigating those impacts. Furthermore, since the inception of the DIF program, the City's Housing Element outlines numerous additional goals and policies, including goals and policies that provide more affordable housing opportunities to its residents.
In 2017, to address the aforementioned lack of infrastructure funding citywide, within the TOD District, and lack of funds related to implementing the required Housing Element citywide, the City prepared new development impact fee nexus studies ("Studies") for the purpose of updating DIFs. The result was an update to the existing citywide DIF program, creating a TOD 239
DIF program, and creating a Housing Impact Fee program (collectively, "DIFs"). The studies analyzed the impacts created by new development on City operations and infrastructure needs and calculated the cost and method of apportionment of those fees and impacts across needed mitigation measures. Those fees are then utilized to construct improvements throughout the City to mitigate development impacts on the community. The affordable housing fee was created for the purpose of collecting new developer -paid housing impact fees to be used to provide additional affordable housing opportunities in the community.
Collectively, the DIF program that is currently in place was adopted by City Council in October 2017, implemented by Ordinance Nos. 0-2017-09 (TOD DIFs), 0-2017-10 (Citywide DIFs), 0- 2017-11 (Housing Impact Fee) and became effective in December 2017.
In 2023, City Council adopted an update to the DIF program, largely resulting in adjustments to the 2017 DIFs, increasing each fee by Construction Cost Index ("CCI") as recommended by the three 2017 studies. In addition to the routine adjustment pursuant to CCI, two specific fees were updated commensurate with actual costs in 2023. Those fees that were updated beyond CCI are the Public Safety Impact Fee (now known as Fire, Police Animal Shelter fees) and TOD Sewer Impact Fee. These specific fees were updated beyond CCI because the City performed the "City of Placentia Development Impact Fee Nexus Study" dated April 2023.
In 2024, as part of the annual DIF update, City Council directed staff to prepare a new Development Impact Fee Nexus Study Report to update both Citywide Development Impact Fees and Transit Oriented Development (TOD) Impact Fees, with an annual cost increase metric that most closely reflects the current cost indices average for cost trends for specific construction trade labor and materials in the current construction environment.
Recommendation:
Recommended Action: It is recommended that the City Council:
1. Open the Public Hearing regarding consideration of the adoption of a Development Impact Fee Nexus Study and adoption of applicable Resolution(s) and/or applicable Ordinance(s) amending various City Development Impact Fees, including adoption of new City Facilities Fees, and amended fees for other Citywide Development Impact Fees, Transit Oriented Development Area (TOD) Development Impact Fees, and Affordable Housing Fees; and
2. Receive the Staff report, consider all public testimony, ask questions of Staff; and
3. Continue the public hearing to the regular City Council meeting of March 3, 2026.
Strategic Plan Statement:
This item is consistent with the City Council approved Five -Year Strategic Goal to Keep Development Impact Fees current and updated to facilitate cost recovery by requiring new development to pay a fair share of costs for City facilities, as Objective Number 1.3 is to Update Fee Study/Cost Allocation. In addition, this action is consistent with Objective Number
3.12 to secure funding for affordable housing as the Citywide Residential Affordable Housing Impact Fees will be increasing commensurate with a Development Impact Fee Nexus Study prepared for City Council consideration.
Discussion:
Staff recommends that City Council continue the public hearing to the regular City Council meeting of March 3, 2026. This will allow Staff time to further analyze the Development Impact Fee Nexus Study prepared by the City's consultant, DTA, and prepare proper recommendations to City Council prior to adoption.
240
Fiscal Impact Summary:
There is no immediate fiscal impact associated with the recommended actions. DIFs are a commonly used cost recovery method of collecting a proportional share of funds from new development for infrastructure improvements and/or other public facilities capital improvements that would be needed as a result of the new development. These fees are seen as paying for necessary infrastructure costs as opposed to the General Fund and are therefore seen as a method of cost recovery. The adoption of amended citywide and TOD Development Impact Fees, Residential Affordable Housing Impact Fees and new City Facilities Fees will not have an immediate impact on revenues to the City until effective 60 days subsequent to adoption.
241
3;kc,25,Eggolk
Agenda Item No: 3.a
PLACENTIA CITY COUNCIL AGENDA REPORT
Meeting Date: February 3, 2026
Submitted by: Jeannette Ortega
From: City Administrator
Subject:
VISION STATEMENT AND STRATEGIC GOALS
Financial Impact:
Fiscal Impact:
None.
Summary:
Jacob Green and Associates was retained by the City to facilitate discussions related to updating and revising the City's Vision Statement and Strategic Goals. A series of meetings were conducted with the City Council and the City Administrator to gather input and perspectives. Mr. Jacob Green and Mr. Greg Devereaux met with the City Council and the City Administrator to assist the City of Placentia in developing a revised Vision Statement that aligns with the City's current goals, priorities, and objectives. In addition, Mr. Green and Mr.
Devereaux reviewed the City's previously adopted Strategic Goals and recommended revisions to ensure the updated Strategic Goals serve as an effective framework for future City Council Agenda Reports and staff initiatives.
Based on the input received from the City Council and the City Administrator, a revised Vision Statement was developed, and five (5) Strategic Goals were identified for the City. This action requests the City Council's review and consideration of the proposed Vision Statement and Strategic Goals for adoption.
Recommendation:
Recommended Action: It is recommended that the City Council:
1. Review and provide direction on the Vision Statement and Strategic Goals; and
2. Adopt the Vision Statement and Strategic Goals as amended.
Strategic Plan Statement:
This item will update and amend the Five -Year Strategic Plan.
Discussion:
Jacob Green and Associates was retained by the City to facilitate discussions related to updating and revising the City's Vision Statement and Strategic Goals. A series of meetings was conducted with the City Council and the City Administrator to gather input and perspectives. Mr. Jacob Green and Mr. Greg Devereaux met with the City Council and City 242
Administrator to assist the City of Placentia in developing a revised Vision Statement and Strategic Goals that aligns with the City's current priorities and objectives.
Vision Statement
The existing Vision Statement was adopted in 2009 in response to specific circumstances affecting the City at that time. Over the years, the City Council has expressed interest in updating the Vision Statement to more accurately reflect the City's evolving priorities, vision, and objectives. The proposed revised Vision Statement is as follows:
"The City of Placentia is dedicated to fostering transparency, integrity, and responsiveness through innovative and ethical leadership, ensuring the delivery of high-quality services in a fair and equitable manner. We also strive for financial sustainability, supporting safe, welcoming neighborhoods, well -kept streets, parks, and public spaces while maintaining the small-town charm that defines our community."
Strategic Goals
Mr. Green and Mr. Devereaux worked collaboratively with the City Council and the City Administrator to discuss the City's current goals, objectives, and long-term direction. Based on the input received during these meetings, five (5) Strategic Goals were identified for the City (see Attachment "A"). The proposed Strategic Goals are as follows:
Goal 1: Fiscal Sustainability
Ensure long-term financial health by responsibly managing resources, investing wisely, and maintaining a balanced budget that supports high-quality services for the community.
Goal 2: Public Safety
Provide a safe, family -friendly environment through proactive policing, efficient fire and emergency medical services, disaster preparedness, and strong community partnerships that protect residents, businesses and visitors.
Goal 3: Infrastructure, Facilities & Public Spaces
Maintain and enhance streets, parks, and public facilities to ensure they are well-appointed, clean, attractive, and reflective of the city's commitment to quality.
Goal 4: Economic Development
Foster a thriving local economy by supporting business growth and attracting new businesses.
Goal 5: Organizational Excellence
Cultivate a high -performing, well-run organization that delivers exceptional service and operates with transparency, accountability, honesty, and integrity.
Tonight's City Council Meeting requests that the City Council review and consider the proposed Vision Statement and Strategic Goals. Following City Council direction, Staff recommends adoption of the City of Placentia's Vision Statement and Strategic Goals, as amended if necessary.
Upon adoption, the new Vision Statement would supersede the prior Vision Statement adopted in 2009. Additionally, the new Strategic Goals would replace the former Five -Year Strategic Plan adopted in 2022. If approved, these Strategic Goals will serve as the framework for future City Council Agenda Reports and Staff planning and initiatives. 243
Fiscal Impact Summary:
There is no direct fiscal impact associated with the adoption of the Vision Statement and Strategic Goals. However, upon approval, the revised Vision Statement will be updated in all locations where the previous statement is currently referenced. Additionally, the Strategic Goals will be incorporated into the City's budgeting process and integrated into Departmental objectives to guide future planning and operations.
Attachments
Attachment A - Vision Statement and Strategic Goals
244
VISION STATEMENT
The City of Placentia is dedicated to fostering transparency, integrity, and responsiveness through innovative and ethical leadership, ensuring the delivery of high-quality services in a fair and equitable manner. We also strive for financial sustainability, supporting safe, welcoming neighborhoods, well -kept streets, parks, and public spaces while maintaining the small-town charm that defines our community.
STRATEGIC GOALS
Goal 1: Fiscal Sustainability
Ensure long-term financial health by responsibly managing resources, investing wisely, and maintaining a balanced budget that supports high-quality services for the community.
Goal 2: Public Safety
Provide a safe, family -friendly environment through proactive policing, efficient fire and emergency medical services, disaster preparedness, and strong community partnerships that protect residents, businesses and visitors.
Goal 3: Infrastructure, Facilities & Public Spaces
Maintain and enhance streets, parks, and public facilities to ensure they are well- appointed, clean, attractive, and reflective of the city's commitment to quality.
Goal 4: Economic Development
Foster a thriving local economy by supporting business growth and attracting new businesses.
Goal 5: Organizational Excellence
Cultivate a high -performing, well-run organization that delivers exceptional service and operates with transparency, accountability, honesty, and integrity.
CITY COUNCIL MEETING
FEBRUARY 3, 2026
245