Placentia City Council
June 16, 2026

Rev. 09202018MHR
483

is causing the delivery of payments are not sanctioned parties under the regulations promulgated by the Office of Foreign Assets Control (OFAC). Customer shall also be responsible for (i) performing, and ensuring passage of, know your customer due diligence on all Covered Entities prior to requesting Kronos to provide any Payroll Services to such Covered Entities, and (ii) providing Kronos with the information as may be reasonably requested by Kronos, for each Client Entity prior to Kronos providing Payroll Services to such Client Entity. Customer agrees to provide Kronos with an accurate and complete listing of Covered Entities receiving any Payroll Services and to inform Kronos promptly of any changes in any Client Entity information previously provided to Kronos.

Article 5. Warranty

5.1 Kronos warrants that the Payroll Services will be provided in a professional and workmanlike manner. TO THE EXTENT PERMITTED UNDER APPLICABLE LAW, KRONOS DISCLAIMS ALL OTHER

WARRANTIES RELATED TO THE SERVICES, EITHER EXPRESS OR IMPLIED, INCLUDING THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. If Customer informs Kronos in writing that there is a material deficiency in the Payroll Services which is making this warranty untrue, Kronos will use its commercially reasonable efforts to correct the non -conforming Payroll Service at no additional charge, which, subject to Section 5.2 below, will be Customer's sole and exclusive remedy.

Customer shall provide Kronos with reasonable information and assistance to enable Kronos to reproduce or verify the non- conforming aspect of the Payroll Services.

5.2 If Kronos makes an error or omission in the preparation or filing of Customer payroll tax returns, or breaches its obligation to cause the issuance of timely payments of payroll tax and/or business tax obligations, which error or failure results in an assessment of penalty or interest by any taxing authority against Customer, then Kronos' sole responsibility, and Customer's only remedy, will be for Kronos to correct the error or omission under this Section C and pay such penalty and interest (notwithstanding the dollar limitation on Kronos liability contained in this Section C). As a condition precedent to Kronos' obligation to pay such penalty and interest, Customer will provide Kronos timely notice of any such assessment, and Kronos shall be responsible for all defense actions for any such tax claim for penalties and interest, provided however, Customer shall be consulted during all stages of any defense. Timely notice to Kronos shall mean within ten (10) Business Days of receipt of the initial notice of assessment by Customer delivered to Kronos in accordance with the notice provisions described in the WFR Terms.

Customer's failure to provide timely notice to Kronos shall release Kronos from any and all obligations to indemnify Customer for the payment of penalty and interest hereunder and/or for effecting such payments on Customer's behalf, but only to the extent such delay caused such or additional penalty, interest or other losses. At all times as between Kronos and Customer, Customer shall be exclusively responsible for any tax assessed but without limiting Kronos' remittance obligations included in the Payroll Services.

Article 6. Independent Contractor and Subcontractors

6.1 Kronos is acting as an independent contractor of Customer under this Section C. Without limiting the foregoing, Kronos shall serve as a limited agent for Customer solely for purposes of any required agency for filings and/or payments with the appropriate taxing authorities. Kronos is not otherwise an agent of Customer, nor are the Parties in a partnership, joint venture, or other similar relationship, and this Section C shall not be construed to authorize either Party to act as agent for the other except as expressly provided herein.

6.2 Customer acknowledges that in providing the Payroll Services, Kronos may use any agent, subcontractor or third party and may delegate its duties to such agent or third party to perform such tasks

Rev. 09202018MHR
484

and functions as Kronos chooses, including without limitation, third party software to perform Payroll Services and to store Customer Data, data security, and other services provided by third parties. Upon written recuest by the Customer, Kronos will notify Customer, in writing, if applicable with the thirty party used for specifically for the delivery of services for which Customer is ordering the services.

6.3 Customer acknowledges that Kronos is not rendering legal, tax, or accounting advice in connection with the Payroll Services, including without limitation Customer's obligation to withhold in a particular jurisdiction, nor is Kronos a fiduciary of Customer.

6.4 No third -party beneficiaries exist under this Section C.

Article 7. Effects of Termination

7.1 If this Section C is terminated or expires in accordance with its terms or otherwise terminated pursuant to a termination of the WFR Terms, for any reason, all rights and obligations of the parties hereunder shall terminate upon such expiration or termination, provided that all Customer indemnification obligations in Sections 1.1.1(b), 4.4.1, 4.4.2 and Article 8, as well as Sections 2 (with respect to amounts owed through the effective date of termination), 3, and 5 through and including 9 shall survive any expiration or termination of this WFR Terms.

Article 8. Customer Responsibility

8.1 Customer is solely responsible for: (a) any expense or financial obligation which is the responsibility of Customer hereunder; (b) any allegation that the Customer Content or its collection or use by Customer violates Applicable Laws; (c) the performance by Kronos of any of Customer's payroll tax duties (including, without limitation, acting as Customer's attorney -in -fact or reporting agent), except to the extent attributable to the gross negligence or willful neglect of Kronos; (d) the breach of any WFR Terms, covenant, duty or obligation of Customer arising hereunder, (e) Kronos filing an "APPLIED FOR" return as an accommodation to Customer, or (f) Customer directing Kronos to make a payment to any person or entity where issuance or receipt of such payment violates Applicable Law. This Section 8.1 shall survive the termination of this Section C.

8.2 Kronos and/or the applicable Kronos Indemnified Party will provide written notice to Customer promptly after receiving notice of any third -party Claim for which it seeks indemnification under this Section C. If the defense of such Claim is materially prejudiced by a delay in providing such notice, Customer will be relieved from providing such indemnity to the extent of the delay's impact on the defense. Customer shall immediately take control of the defense and investigation of such Claim and shall employ counsel reasonably acceptable to the applicable Kronos Indemnified Party to handle and defend the same, at the Customer's sole cost and expense. Customer will have sole control of the defense of any indemnified Claim and all negotiations for its settlement or compromise, provided that (i) Customer will not enter into any settlement which imposes any obligations or restrictions on the applicable Kronos Indemnified Parties without the prior written consent of applicable Kronos Indemnified Parties; and (ii) if Customer has refused or failed to assume control of the defense or to diligently pursue the defense thereafter, Kronos and/or applicable Kronos Indemnified Parties may assume sole control of the defense and all negotiation for any settlement or compromise of the applicable Claim in such a manner as Kronos and/or applicable Kronos Indemnified Parties may deem appropriate, at the applicable Kronos Indemnified Party's sole expense, until such time as Customer does assume such control. The applicable Kronos Indemnified Parties will cooperate fully (at Customer's request and expense) with Customer in the defense, settlement or compromise of any such action. The applicable Kronos Indemnified Parties may

Rev. 09202018MHR
485

retain their own counsel at its own expense, subject to Customer's rights above.

Article 9. Extent and Limitations of Liability

9.1 THE TOTAL AGGREGATE LIABILITY (REGARDLESS OF THE NUMBER OF CLAIMS) OF KRONOS TO

CUSTOMER OR TO ANY THIRD PARTY IN CONNECTION WITH THIS SECTION C AND THE PROVISION OF

PAYROLL SERVICES WILL BE LIMITED TO ACTUAL AND DIRECT DAMAGES PROVEN BY CUSTOMER, SUCH

DAMAGES NOT TO EXCEED AN AMOUNT EQUAL TO THE TOTAL NET PAYMENTS RECEIVED BY KRONOS FOR THE PAYROLL SERVICES IN THE TWELVE (12) MONTH PERIOD IMMEDIATELY PRECEDING THE DATE ON WHICH THE FIRST CLAIM GIVING RISE TO LIABILITY ARISES.

9.2 EXCEPT AS EXPRESSLY STATED IN THIS SECTION C, NEITHER PARTY WILL BE LIABLE FOR ANY INDIRECT, CONSEQUENTIAL, INCIDENTAL, SPECIAL, OR PUNITIVE DAMAGES. NEITHER PARTY WILL BE LIABLE FOR THE COST OF ACQUIRING SUBSTITUTE OR REPLACEMENT SERVICES. NEITHER PARTY WILL BE

LIABLE FOR ANY LOST OR IMPUTED PROFITS OR REVENUES OR LOST DATA RESULTING FROM DELAYS,

NONDELIVERIES, MISDELIVERIES OR SERVICES INTERRUPTION, HOWEVER CAUSED, ARISING FROM OR RELATED TO THE PAYROLL SERVICES OR THIS SECTION C. THESE LIMITATIONS APPLY FOR ANY REASON, REGARDLESS OF ANY LEGAL THEORY AND FOR WHATEVER REASON LIABILITY IS ASSERTED. THIS IS TRUE

EVEN IF KRONOS AND CUSTOMER HAVE TOLD EACH OTHER THAT EITHER ONE IS CONCERNED ABOUT A PARTICULAR TYPE OF LIABILITY.

Rev. 09202018MHR
486

ATTACHMENT 1

COVERED ENTITIES
Company Name
FEIN
Address
City
State
Zip
Rev 08082018
487

ATTACHMENT 2: PAYROLL SERVICES ADDITIONAL ITEMS
These items are charged in addition to the normal monthly per employee per month fee (PEPM) as they are incurred. For each miscellaneous item listed below, there is a brief description of how/when that charge could be incurred and the pricing detail and information are outline in the pricing information.

1. W-2/1099 Filings Price is per filiwng
This fee covers the creation and submission of the electronic files for W2s at the federal and state level. There is no additional fee for printing W2 forms. This fee will apply to all records filed with the SSA each calendar year.

2. NSF Fee the Price is on per
transaction basis
If client utilizes the ACH Funding Method and fails to have the required funds in their designated account as required by and provided in the Agreement, causing Kronos to be issued a notice of Non -Sufficient Funds, Kronos, in addition to all its rights under the Agreement, will also charge Client an NSF Fee for each applicable transaction.

3. Fed Wire Fee

4. State Wire Fee
Price is per wire
Price is per wire
If a client submits payroll that requires federal and/or state taxes to be deposited the same or next day, an additional charge of $82.50 for federal and $82.50 for state will be incurred. This would typically only occur if the client has submitted or funded their account late and order to avoid tax penalties Kronos must cause the issuances of a wire for the payment to the tax agency.

5. "Applied For" Status of Tax Jurisdictions Price is /month per account
When a company begins to withhold taxes for their employees in a new state/jurisdiction the company has to apply
to that jurisdiction for a tax filing ID number. They are allowed to file tax returns under an "applied for" status until they get their official tax id number. In the application on each of the tax codes, there is a box that can be checked called "Applied For Status" and the actual ID number field is left blank. Kronos will file returns under "Applied For" status but they charge a fee of $38.50/month until a tax ID number is obtained, because a lot of the work is manual and requires additional effort.

6. ACH Returns/ Notice of Change - 1st/EE account

7. ACH Returns/ Notice of Change - 2nd if on same EE account

8. ACH Returns/ Notice of Change — Additional occurrence if on same EE account This fee is charged when either an employee's direct deposit account number has been rejected by the bank and the funds cannot be applied to the account (ACH Return), or when there has been a change to the employee's direct deposit routing number or account number that was not updated in the system and the bank has to manually change the information to apply the funds (Notice of Change — NOC). In either case, KRONOS will charge a fee of $11.00 the first time it occurs for each specific employee direct deposit. If the client doesn't fix the account before the next payroll, and an additional notice from the bank is received, KRONOS will charge an additional $55.00. Thereafter KRONOS will charge an additional $82.50 for each notice received on the same employee account.

9. Off Cycle Payrolls
Every scheduled payroll is included in the PEPM charge of $1.55. This would include the regular payrolls (bi-weekly, weekly, monthly, semi-monthly) and could also include a regularly scheduled 20 488

bonus payroll (done each quarter, etc.). Off cycle payrolls occur outside this process. These are usually done to fix errors in the current payroll that cannot wait for the next scheduled payroll processing. This fee applies only to those off -cycle or "one off" payroll runs. This fee does not apply to manual checks issued by the client.

10. Spilt Distributions Price per split
Pay Statements/Direct Deposit Vouchers can be delivered overnight to different locations for each EIN for no additional cost. The Split Distribution fees covers the cost to package pay statements/direct deposit vouchers to ship to multiple locations within the same EIN. Note that this does not include combining checks/vouchers from different payrolls (i.e. weekly and bi weekly) into one package for distribution. That is not a supported delivery process.

11. Amended Returns Price per
amendment
Filing all applicable payroll federal/state/local tax returns as indicated in this WFR Terms is included in the base PEPM fee of $1.55. When adjustments are made to prior period payroll transactions that require Payroll Services to create a modified or "corrected" tax return to be filed with the taxing authorities, a fee of $137.50 will be incurred.

12. Mailing Individual Checks Price per
document
The preferred method of delivery is for each client to have their checks/direct deposit vouchers, W2s and 1099s to be delivered using the client's FedEx account to central location(s). If the client wants to have the employee's pay checks, direct deposit vouchers, W2s and/or 1099 statements delivered directly to their home address, this fee ($0.75) will apply to each form mailed through the USPS and is in addition to the applicable posted fees. KRONOS will guarantee that W2s/1099s will be mailed by January 28th of each year but cannot guarantee that delivery to the employee will occur by January 31St of each year.

13. 1095C Printing Price per form
printed
Client's may request that KRONOS print their 1095C forms at the end of the calendar year. This will require an annual election and clients will be charged the fee above. Forms are only printed on pressure seal stock and shipped to the client for distribution to employees. Clients may also print the forms themselves directly from the Kronos system.

14. Payroll Rollback —after Payroll Submission Date Price per request Request initiated by client to rollback a payroll after a payroll submission deadline —each request.

15. Reopen Quarter End or Year End Price per request
Request initiated by client to reopen a QTR End or YR End —each request.

16. QTR Filing — Inactive EIN's Price per return
each quarter.

If the client closes a business during the year and wants W -2's and year end processing completed this fee will apply. The $137.50 fee is for each quarter and each return filed with zero returns.

17. Quarter Closing Late Fee Price per day/per
EIN
The client closes quarter after the contracted deadline. 21 489

18. Year End Closing Late Fee Price per day/per
EIN
The client closes year end after the contracted deadline.

19. Reprint of W2 or 1099
reprinted
Client requests reprinting of a W2 or 1099.

Price per form

20. W-2 Combined Reporting Print Service — Price is based on Base Fee + an additional fee per Form
Combined W2 forms as may be required for firms designated as a Common Pay Agent as defined in the IRS Publication 15-A. IF so elected at the end of each calendar year, KRONOS will provide your W2 data to a third -party vendor to create combined forms and to generate printed copies.

Combined paper W2 forms will be shipped to the client's address unless regular mail is requested. Copies of the forms will not be available to employees in WFR Employee Self Service but will be provided to client in a separate file.
22 490

Reference No. 09� 6
CONTRACT AMENDMENT #4
Sealed Bid # 18-6390
Contract #18220
Date of Amendment: February 6, 2023
Owner: Cobb County Board of Commissioners. Cobb County, Georgia Contractor: Kronos Incorporated
Project: Bid # 18-6390, Workforce Management Systems and Related Products, Services and Solutions
Current Contract Term: March 18, 2022 to March 17, 2023 This action provides written notice to renew the current contract dated March 18, 2019, for Sealed Bid #18-6390, in accordance with the terms contained therein. It is valid when signed by both the Owner and Contractor. The signature of the Contractor indicates his/her agreement herewith, including any adjustments in the contract pricing, contract term, or contract scope.

Contract Extension
The County exercises its option to extend the current contract for an additional one-year period. The effective date of the contract extension will commence on March 18, 2023 and end on March 17, 2024.

ACCEPTED - The above listed terms and conditions of this Amendment are satisfactory and are hereby accepted.

OWNER
Cobb County Board of Commission
100 Cherokee Street
Marietta, Georg'
Signed:

Title:

Lisa N. Cupid, C rwoman, Cobb
County Board of Commissioners
Date: /13123
Approved As To Form:

APPROVED

PLR MINUTES OF

COBB COUNTY

BOARD OF COMMISSIONERS

CONTRACTOR
Kronos Incorporated
900 Chelmsford Street
Lowell, MA 01851
Signed: i
Title:

Drector of Contracts & Procurement - Publlc Sector
Date: 02/06/2023
491

Reference No. 292 %
CONTRACT AMENDMENT #5
Sealed Bid # 18-6390
Contract #18221
Date of Amendment: February 6, 2023
Owner: Cobb County Board of Commissioners. Cobb County, Georgia Contractor: Kronos SaaShr, Inc.

Project: Bid # 18-6390, Workforce Management Systems and Related Products, Services and Solutions
Current Contract Term: March 18, 2022 to March 17, 2023 This action provides written notice to renew the current contract dated March 18, 2019, for Sealed Bid #18-6390, in accordance with the terms contained therein. It is valid when signed by both the Owner and Contractor. The signature of the Contractor indicates his/her agreement herewith, including any adjustments in the contract pricing, contract term, or contract scope.

Contract Extension
The County exercises its option to extend the current contract for an additional one-year period. The effective date of the contract extension will commence on March 18, 2023 and end on March 17, 2024.

ACCEPTED - The above listed terms and conditions of this Amendment are satisfactory and are hereby accepted.

OWNER
Cobb County Board of Commissio
100 Cherokee Street
Marietta, Georgia 300
Signed:

Title:

Lisa N. Cupid, C oman, Co
County Board of Commissioners
Date: 20.42_3
Approved As To Form:

RNEY'S OFFICE

APPROVED

PER MINUTES OF

COBB COUNTY

BOARD OF COMMISSIONERS

CONTRACTOR
Kronos SaaShr, Inc.
3040Route 22 West, Suite 200
Branchburg, NJ 08876
5' red•
Director of Contracts 8 Procurement - Public Sector
Title:

Date: 2/6/2023
492

Agenda Item No: 1.o

PLACENTIA CITY COUNCIL AGENDA REPORT
Meeting Date: June 16, 2026
Submitted by: David Radomski
From: Police Department
Subject:

APPROVAL OF AGREEMENT EXTENSION WITH MARK43, INC. FOR COMPUTER AIDED

DISPATCH (CAD)/ RECORD MANAGEMENT SYSTEM (RMS)/ PROPERTY & EVIDENCE

SOFTWARE
Financial Impact:

Expense: $1,077,602.00 Total Purchase Price of Services Budget: $ 209,667.00 Year 1 Payment(101-206076660) General Fund FY 26-27 Summary:

This action will approve a five-year renewal agreement with Mark43, Inc. for continued CAD, RMS, Property & Evidence, CLETS connectivity, and related public safety software services, including Fire CAD, Fire Tablet Command integration, native CLETS connectivity, and Universal Search.

Recommended Action:

It is recommended that the City Council:

1. Approve the extension with Mark43, Inc. for its public safety software beginning in Fiscal Year 2026-2027 and ending in Fiscal Year 2030-2031 with a five-year total cost of $1,077,602; and

2. Authorize the City Administrator or her designee to execute all necessary documents, in a form approved by the City Attorney, to effectuate these actions.

Strategic Plan Statement:

This item is consistent with Goal No. 2: Public Safety and Goal No. 5: Organizational Excellence by supporting modern public safety technology, emergency communications, operational effectiveness, accountability, and service delivery.

Discussion:

In 2017, the Police Department selected Mark43 following a comprehensive evaluation of public safety software providers. Since implementation in 2018, Mark43 has served as the Department's primary CAD and RMS platform and has become an integral component of daily public safety operations. This software is critical to the Police, Fire, EMS, and Communications divisions.

The proposed agreement renews existing services and adds a bi-directional Tablet Command 493

interface, native California Law Enforcement Telecommunications System (CLETS) connectivity, and new Universal Search capabilities.

Tablet Command is a mobile incident management system used by fire personnel to coordinate emergency incidents, track resources, maintain accountability, and support command operations in the field. The proposed integration allows incident information to be shared automatically between the City's Fire CAD system and Tablet Command, improving operational efficiency and reducing duplicate data entry and leverages regional asset support.

CLETS is California's secure law enforcement communications network that allows law agencies to access state and national criminal justice information, including driver's license records, vehicle registrations, warrants, protective orders, and stolen property information. The proposed enhancement allows the City's public safety software to connect directly to that network.

Universal Search enables authorized users to conduct a single search across Mark43 records and connected external data sources, reducing the need to query multiple systems separately.

Combined with native CLETS connectivity, the feature can improve operational efficiency by providing access to relevant public safety information through a unified interface, subject to applicable security and access controls.

The Police Department has been highly satisfied with Mark43's performance, reliability, responsiveness, and partnership. The system has consistently met operational requirements while continuing to evolve through new functionality and enhancements.

The Police Department originally procured the Mark43 CAD and RMS platform through a competitive evaluation and selection process completed in 2017. Following implementation in 2018, Mark43 became the Department's primary public safety technology platform and now serves as the repository for operational records, workflows, system configurations, interfaces, and historical data.

The proposed agreement is a renewal of the City's existing Mark43 environment rather than the procurement of a new CAD/RMS system. Mark43 is the proprietary owner and sole authorized provider of the software, licensing, maintenance, hosted services, updates, support, and associated enhancements required to operate the City's existing platform. No other vendor can provide these services for the City's current Mark43 system without replacement of the platform.

Accordingly, staff determined that this procurement qualifies for the sole -source exception contained in Placentia Municipal Code Section 3.08.070(6), which authorizes the waiver of competitive bidding when a commodity or service is obtainable from only one vendor.

This renewal represents the first pricing increase to the Department's Mark43 services since the original implementation in 2018. Staff conducted market research and determined that Mark43 remains competitively priced and continues to provide substantial value for agencies of comparable size and operational complexity.

Staff evaluated the feasibility of replacing the Department's CAD and RMS environment and determined that doing so would not be in the City's best interest. Transitioning to a different vendor would require an estimated 18- to 24 -month implementation effort involving 494

procurement, software configuration, testing, training, business process redesign, interface redevelopment, and extensive data migration activities.

Additionally, the Department's operational records, historical data, workflows, and integrations currently reside within the proprietary Mark43 ecosystem. Migrating this information to another platform would require significant expense, create operational risk, and disrupt mission -critical public safety services. Based upon market research, implementation costs, migration complexity, and operational impacts, staff determined that renewing the existing Mark43 agreement is the most cost-effective and operationally sound solution.

Approval of this agreement will ensure the continued operation of mission -critical public safety technology systems while advancing the City's commitment to providing a safe, family -friendly environment through proactive policing, efficient emergency response, and modern technology solutions that enhance transparency, accountability, and organizational effectiveness.

Financial Summary:

Funding for the first year of the agreement is included in the Fiscal Year 2026-2027 budget and is available in General Fund Account No. 101-206076660 (Software and Subscriptions).

Future annual subscription costs will be incorporated into subsequent budget cycles and appropriated through the annual budget process.

The total five-year agreement amount is $1,077,602.

Attachments
2026 Direct Order Form - CA - Placentia Police Department Q-02178.2_Q-02389.1.pdf 495

NEAR K 3

ORDER FORM
Mark43, Inc.
8 West 40th Street, 2nd Floor
New York, NY 10018
Bill to:

Subscriber Name:

Address:

Billing Frequency:

Payment Terms:

City of Placentia Police
Department
401 E Chapman Ave
Placentia, CA 92870
Annual
Net 30
Quote Number:

Offer Valid Through:

Sales Contact:

Start Date:

End Date:

Billing Contact:

Biling Contact Email:

Purchase Order. Is a purchase order required by Subscriber to purchase? Yes Q-02178.2, Q-02389.1
July 31, 2026
Chase Clucas
[email protected]
June 1, 2026
June 30, 2031
Sergeant David Radomski
[email protected]
No
SaaS Services. Product descriptions for the Services noted below are set forth at htt3s://mark43.com/Mark43-Product- Catalocue:

Year 1 SaaS and Recurring Services
(June 1, 2026 — June 30, 2027)
Qty (if applicable)
Price to Subscriber
Mark43 RMS
Including Property and Evidence
Not to Exceed 57 total sworn
$70,731.00
Mark43 CAD
Not to Exceed 57 total sworn
$70,731.00
Mark43 Fire CAD
Not to Exceed 39 total sworn
$44,192.00
OnScene for CAD
Not to Exceed 60 total sworn
$0.00
Universal Search
Not to Exceed 57 total sworn
$4,095.00
CommSys ConnectClC State Only
Site License for Not to Exceed 57 total sworn
$14,918.00
$204,667.00
. nd Recurring Services
Qty (if applicable)
Price to Subscriber
Mark43 RMS
Including Property and Evidence
Not to Exceed 57 total sworn
$68,555.00
Mark43 CAD
Not to Exceed 57 total sworn
$68,555.00
Mark43 Fire CAD
Not to Exceed 39 total sworn
$42,833.00
OnScene for CAD
Not to Exceed 60 total sworn
$0.00
Universal Search
Not to Exceed 57 total sworn
$3,969.00
CommSys ConnectClC State Only
Site License for Not to Exceed 57 total sworn
$14,459.00
1 496

Interface Maintenance: Standard
Not to Exceed 1 Interface(s)
$3,000.00
-rvices
Qty (if applicable)
Price to Subscriber
Mark43 RMS
Including Property and Evidence
Not to Exceed 57 total sworn
$71,983.00
Mark43 CAD
Not to Exceed 57 total sworn
$71,983.00
Mark43 Fire CAD
Not to Exceed 39 total sworn
$44,975.00
OnScene for CAD
Not to Exceed 60 total sworn
$0.00
Universal Search
Not to Exceed 57 total sworn
$4,167.00
CommSys ConnectClC State Only
Site License for Not to Exceed 57 total sworn
$15,182.00
Interface Maintenance: Standard
Not to Exceed 1 Interface(s)
$3,150.00
-ar 4 SaaS and Recurring Services
Qty (if applicable)
Price to Subscriber
Mark43 RMS
Including Property and Evidence
Not to Exceed 57 total sworn
$75,582.00
Mark43 CAD
Not to Exceed 57 total sworn
$75,582.00
Mark43 Fire CAD
Not to Exceed 39 total sworn
$47,224.00
OnScene for CAD
Not to Exceed 60 total sworn
$0.00
Universal Search
Not to Exceed 57 total sworn
$4,375.00
CommSys ConnectClC State Only
Site License for Not to Exceed 57 total sworn
$15,941.00
Interface Maintenance: Standard
Not to Exceed 1 Interface(s)
$3,308.00
mg
Year 5 SaaS and Recurring Services
Qty (if applicable)
Price to Subscriber
Mark43 RMS
Including Property and Evidence
Not to Exceed 57 total sworn
$79,361.00
Mark43 CAD
Not to Exceed 57 total sworn
$79,361.00
Mark43 Fire CAD
Not to Exceed 39 total sworn
$49,585.00
OnScene for CAD
Not to Exceed 60 total sworn
$0.00
Universal Search
Not to Exceed 57 total sworn
$4,594.00
CommSys ConnectClC State Only
Site License for Not to Exceed 57 total sworn
$16,738.00
Interface Maintenance: Standard
Not to Exceed 1 Interface(s)
$3,473.00
MOIL
497

Total SaaS Services
$1,072,602.00
One -Time Professional Services
Qty (if applicable)
Interface Development: Standard
1 interface(s)
Total
$5,000.0
Renewal Term and Pricing. Unless Subscriber provides 60 days' notice of termination prior to the End Date, the SaaS Services will auto -renew for a 5 year term at an increase of 5% year over year for each year of the renewal term.

Additional increases may be applied at any time during the Term if required quantities increase.

Invoicing and Payment. Subscription Fees are payable upfront annually. Mark43 will issue the first invoice on or after the effective date of this Order Form and each subsequent invoice (if any) on or after the anniversary thereof. Subscriber shall pay all invoices to Mark43's nominated bank account within thirty (30) days of the date of the invoice.

Payme hedule
Due Da
Amount l
Year 1 Payment(s)
July 1, 2026
(Coverage Dates: June 1, 2026 — June 30, 2027)
$209,667.00
Year 2 Payment(s)
July 1, 2027
$201,371.00
Year 3 Payment(s)
July 1, 2028
$211,440.00
Year 4 Payment(s)
July 1, 2029
$222,012.00
Year 5 Payment(s)
July 1, 2030
$233,112.00
$1,077,602.00 a
This Order Form is entered into in accordance with and it incorporates the terms of the Software License and Services Agreement and any attached schedules (the "SLSA" or "Agreement"). Except as otherwise provided in this Order Form, previously executed Order Form(s) remain in effect. This Order Form does not incorporate any other terms, whether oral or written, and whether contained in a purchase order or otherwise and, for the avoidance of doubt, prevails over any terms contained therein. By signing below, the parties agree to be bound by the terms of this Order Form. Each party represents and warrants that this Order Form is executed by a duly authorized legal representative of such party.

This Order Form may be executed in counterparts (including electronic copies) each of which will be deemed an original, with all counterparts constituting one agreement.

Mark43, Inc.

Name:

Title:

Signature:

Date:

Subscriber
Name:

Title:

Signature:

Date:
3 498

Optional Add-Ons. The following modules are provided as optional and are not included in the fees proposed above.

Optional Item
Qty (if applicable)
SaaS and Recurring
Services
One -Time Professio
Services
RMS 18: ReportAl
1 user(s)
$400.00 per user
$0.00
RMS 19: BriefAl
1 user(s)
$400.00 per user
$0.00
4 499

Agenda Item No: 1.p

PLACENTIA CITY COUNCIL AGENDA REPORT
Meeting Date: June 16, 2026
Submitted by: Joe Lambert
From: Development Services
Subject:

AWARD OF CONTRACT FOR CODE ENFORCEMENT CITATION PROCESSING SERVICES WITH DATA TICKET, INC.

Financial Impact:

Expense: $ 35,000 Annual Amount
Budget: $ 35,000 Per Fiscal Year
$ 175,000 Five -Year Term's Contract Total (2026-2031)
Summary:

The Development Services Department released a Request for Proposals (RFP) for Code Enforcement citation processing services on April 30, 2026, with proposals due on May 15, 2026. One firm responded by the deadline. After a review by Development Services Department staff, it is recommended that Data Ticket, Inc. be awarded a five-year agreement for a not -to -exceed amount of $35,000 per fiscal year.

Recommended Action:

It is recommended that the City Council:

1. Approve the Professional Services Agreement with Data Ticket, Inc. to provide Code Enforcement citation processing services for a cumulative contract not -to -exceed $175,000 ($35,000 per fiscal year) for a five-year term, with two additional one-year optional terms; and

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

Strategic Plan Statement:

By awarding this contract, the City continues to meet Strategic Plan Goal No. 2, Public Safety, utilizing Code Enforcement strategies to provide a safe, family -friendly environment through proactive policing, and forging strong community partnerships that protect residents, businesses and visitors. This contract also allows the City to meet Strategic Plan Goal No. 4, Economic Development, utilizing proactive Code Enforcement to help foster a thriving local economy by supporting business growth and attracting new businesses.

Discussion:

The Development Services Department released an RFP to provide Code Enforcement citation processing services. Data Ticket, Inc. has been providing the services since at least 500

2011. Placentia's Purchasing Policy states that contracts exceeding $40,000 must be formally bid and submitted to the City Council for approval. As the proposed term is for five years, the amount awarded to the contractor will exceed that $40,000 amount in the aggregate (i.e., $175,000 over five years).

The proposed contractor will conduct citation processing for all Code Enforcement related citations. They also provide an appeal officer, conduct appeal hearings, and provide collection services through the Franchise Tax Board (FTB). Only Data Ticket, Inc. submitted a bid during the RFP process. As the sole bidder, and based on past performance, the RFP reviewers in the Development Services Department recommend Data Ticket, Inc. The firm has extensive citation processing and appeals experience. They submitted an RFP consistent with the needs of the City, and offer pricing consistent with the City's budgeted expenditures for the related tasks.

Financial Summary:

The Agreement with Data Ticket, Inc. is for a five-year period, with two additional one-year extensions, to be exercised at the City's sole discretion based upon the performance by the Contractor. The City budgets adequate annual funding utilizing Technology Impact Fees generated by Development Services permits. Therefore, funding for this work is sustainable and continues to be budgeted annually. Accordingly, sufficient funds exist for the recommended action.

Attachments
2026 PSA with Data Ticket.pdf
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CITY OF PLACENTIA

PROFESSIONAL SERVICES AGREEMENT
WITH
DATA TICKET INC.

THIS AGREEMENT is made and entered into this 1st day of July, 2026 ("Effective Date"), by and between the CITY OF PLACENTIA, a municipal corporation ("City"), and DATA TICKET INC., a [CA] [corporation] ("Consultant").

WITNESSETH:

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

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

1.0. SERVICES PROVIDED BY CONSULTANT

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

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

1.3. Performance to Satisfaction of City Consultant agrees to perform all the work to the complete satisfaction of the City and within the hereinafter specified. Evaluations of the work will be done by the City Administrator or his or her designee. If the quality of work is not satisfactory, City in its discretion has the right to:
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(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.
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1.8. Confidentiality. Employees of Consultant in the course of their duties may have access to financial, accounting, statistical, and personnel data of private individuals and employees of City. Consultant covenants that all data, documents, discussion, or other information developed or received by Consultant or provided for performance of this Agreement are deemed confidential and shall not be disclosed by Consultant without written authorization by City. City shall grant such authorization if disclosure is required by law. All City data shall be returned to City upon the termination of this Agreement. Consultant's covenant under this Section shall survive the termination of this Agreement.

2.0. COMPENSATION AND BILLING

2.1. Compensation. Consultant shall be paid in accordance with the fee schedule set forth in Exhibit "A". Consultant's total compensation shall not exceed Thirty-five thousand dollars $35,000.00) per Fiscal Year, 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".
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3.2. Excusable Delays. Neither party shall be responsible for delays or lack of performance resulting from acts beyond the reasonable control of the party or parties. Such acts shall include, but not be limited to, acts of God, fire, strikes, material shortages, compliance with laws or regulations, riots, acts of war, or any other conditions beyond the reasonable control of a party. If a delay beyond the control of the Consultant is encountered, a time extension may be mutually agreed upon in writing by the City and the Consultant. The Consultant shall present documentation satisfactory to the City to substantiate any request for a time extension.

4.0. TERM AND TERMINATION

4.1. Term. This Agreement shall commence on the Effective Date and continue for a period of 60 months, ending on June 30, 2031, unless previously terminated as provided herein or as otherwise agreed to in writing by the parties. This Agreement may also be extended for two additional one-year terms by the City Administrator or designee based on the City's sole discretion..

4.2. Notice of Termination. The City reserves and has the right and privilege of canceling, suspending, or abandoning the execution of all or any part of the work contemplated by this Agreement, with or without cause, at any time, by providing at least fifteen (15) days prior written notice to Consultant. The termination of this Agreement shall be deemed effective upon receipt of the notice of termination. In the event of such termination, Consultant shall immediately stop rendering services under this Agreement unless directed otherwise by the City. If the City suspends, terminates, or abandons a portion of this Agreement such suspension, termination, or abandonment shall not make void or invalidate the remainder of this Agreement.

If the Consultant defaults in the performance of any of the terms or conditions of this Agreement, it shall have ten (10) days after service upon it of written notice of such default in which to cure the default by rendering a satisfactory performance. In the event that the Consultant fails to cure its default within such period of time, the City shall have the right, notwithstanding any other provision of this Agreement, to terminate this Agreement without further notice and without prejudice to any other remedy to which it may be entitled at law, in equity or under this Agreement.

The City shall have the right, notwithstanding any other provisions of this Agreement, to terminate this Agreement, at its option and without prejudice to any other remedy to which it may be entitled at law, in equity or under this Agreement, immediately upon service of written notice of termination on the Consultant, if the latter should:
a. Be adjudged a bankrupt;
b. Become insolvent or have a receiver of its assets or property appointed because of insolvency;
c. Make a general assignment for the benefit of creditors; d. Default in the performance of any obligation or payment of any indebtedness under this Agreement;
e. Suffer any judgment against it to remain unsatisfied or unbonded of record 4 [DATA TICKET INC.]
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f. Institute or suffer to be instituted any procedures for reorganization or rearrangement of its affairs.

4.3. Compensation. In the event of termination, City shall pay Consultant for reasonable costs incurred and professional services satisfactorily performed up to and including the date of City's written notice of termination within thirty-five (35) days after service of the notice of termination. Compensation for work in progress shall be prorated based on the percentage of work completed as of the effective date of termination in accordance with the fees set forth herein.

In ascertaining the professional services actually rendered hereunder up to the effective date of termination of this Agreement, consideration shall be given to both completed work and work in progress, to complete and incomplete drawings, and to other documents pertaining to the services contemplated herein whether delivered to the City or in the possession of the Consultant. City shall not be liable for any claim of lost profits.

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

5.0. INSURANCE

5.1. Insurance. The Consultant 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.

5.4. Non -limiting. Nothing in this Section shall be construed as limiting in any way, the 5 [DATA TICKET INC.]
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6.0. GENERAL PROVISIONS

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

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

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

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

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

6.4. Notices. Any notices, documents, correspondence, or other communications concerning this Agreement or the work hereunder may be provided by personal delivery, facsimile 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:

Brook Westcott
Chief Operating Officer
2603 Main St. Suite 300
Irvine, CA 92614
[email protected]
6 IF TO CITY:

City of Placentia
401 E. Chapman Ave.

Placentia, CA 92870
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Fax: (949) 281-3195
Tel: (714) 993-8124
Attn: Joseph Lambert
Director of Development
Services
Attn:

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

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

6.7. Assignment. Consultant shall not voluntarily or by operation of law assign, transfer, sublet, or encumber all or any part of Consultant's interest in this Agreement without City's prior written consent. Any attempted assignment, transfer, subletting, or encumbrance shall be void and shall constitute a breach of this Agreement and cause for termination of this Agreement. Regardless of City's consent, no subletting or assignment shall release Consultant of Consultant's obligation to perform all other obligations to be performed by Consultant hereunder for the term of this Agreement.

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 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. 7 [DATA TICKET INC.]
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Docusign Envelope ID: 269164E4-367A-8DAD-8211-8ECE87D862A5 Neither City nor any of its agents shall have control over the conduct of Consultant or any of Consultant's employees, except as set forth in this Agreement. Consultant shall not, at any time, or in any manner, represent that it or any of its or employees are in any manner agents or employees of City. Consultant shall secure, at its sole expense, and be responsible for any and all payment of Income Tax, Social Security, State Disability Insurance Compensation, Unemployment Compensation, and other payroll deductions for Consultant and its officers, agents, and employees, and all business licenses, if any are required, in connection with the services to be performed hereunder. Consultant shall indemnify and hold City harmless from any and all taxes, assessments, penalties, and interest asserted against City by reason of the independent contractor relationship created by this Agreement. Consultant further agrees to indemnify and hold City harmless from any failure of Consultant to comply with the applicable worker's compensation laws. City shall have the right to offset against the amount of any fees due to Consultant under this Agreement any amount due to City from Consultant as a result of Consultant's failure to promptly pay to City any reimbursement or indemnification arising under this paragraph.

6.10. PERS Eligibility Indemnification. In the event that Consultant or any employee, agent, or subcontractor of Consultant providing services under this Agreement claims or is determined by a court of competent jurisdiction or the California Public Employees Retirement System (PERS) to be eligible for enrollment in PERS as an employee of the City, Consultant shall indemnify, defend, and hold harmless City for the payment of any employee and/or employer contributions for PERS benefits on behalf of Consultant or its employees, agents, or subcontractors, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of City.

Notwithstanding any other agency, State, or Federal policy, rule, regulation, law, or ordinance to the contrary, Consultant and any of its employees, agents, and subcontractors providing service under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any claims to, any compensation, benefit, or any incident of employment by City, including but not limited to eligibility to enroll in PERS as an employee of City and entitlement to any contribution to be paid by City for employer contribution and/or employee contributions for PERS benefits.

6.11. Cooperation. In the event any claim or action is brought against City relating to Consultant's performance or services rendered under this Agreement, Consultant shall render any reasonable assistance and cooperation which City might require.

6.12. Ownership of Documents. All findings, reports, documents, information, and data including, but not limited to, computer tapes or discs, preliminary notes, working documents, files, and tapes furnished or prepared by Consultant or any of its subcontractors in the course of performance of this Agreement, shall be and remain the sole property of City. Consultant agrees that any such documents or information shall not be made available to any individual or organization without the prior consent of City but shall be made available to the City within ten (10) days of request or within ten (10) days of termination. Any use of such documents for other projects not contemplated by this Agreement, and any use of incomplete documents, shall be at the sole risk of City and without liability or legal exposure to Consultant. City shall indemnify and 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 8 [DATA TICKET INC.]
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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 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.
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6.17. Order of Precedence. In the event of an inconsistency in this Agreement and any of the attached Exhibits, the terms set forth in this Agreement shall prevail. If, and to the extent this Agreement incorporates by reference any provision of any document, such provision shall be deemed a part of this Agreement. Nevertheless, if there is any conflict among the terms and conditions of this Agreement and those of any such provision or provisions so incorporated by reference, the conflict shall be resolved by giving precedence in the following order, if applicable:

This Agreement, the City's Request for Proposals, the Consultant's Proposal.

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

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

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

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

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

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

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

6.25. Counterparts. This Agreement may be executed in one or more counterparts, each of which shall be deemed an original. All counterparts shall be construed together and shall 10 [DATA TICKET INC.]
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Docusign Envelope ID: 269164E4-367A-8DAD-8211-8ECE87D862A5 constitute one agreement.

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

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

CITY OF PLACENTIA,
A municipal corporation
Date:

Jennifer Lampman, City Administrator
ATTEST:

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

DocuSigned by:
$4x44 Wc4Zcat
\-8E96EEC8E9D442D...

Signature
Brook Westcott
Chief Operating Officer
931010811
Social Security or Taxpayer ID Number
APPROVED AS TO FORM:

Christian L. Bettenhausen, City Attorney
11 Date:

Date:
6/4/2026
[DATA TICKET INC.]
Rev. 01/2024
512

Docusign Envelope ID: 269164E4-367A-8DAD-8211-8ECE87D862A5 APPROVED AS TO INSURANCE:

Date:

Cyndi Alvarenga, Risk Manager
APPROVED AS TO CONTENT:

Date:

Joseph Lambert, Project Manager
DEPARTMENTAL APPROVAL:

Date:

Joseph Lambert, Director of Development Services
12 [DATA TICKET INC.]
Rev. 01/2024
513

Docusign Envelope ID: 269164E4-367A-8DAD-8211-8ECE87D862A5

EXHIBIT A

CONSULTANT'S PROPOSAL AND SCOPE OF WORK
13 [DATA TICKET INC.]
Rev. 01/2024
514

401
!Dial

PLACENTIA
Rich Heritage, Bright Future

CITY OF PLACENTIA
RFP for Professional Services for Code Enforcement Citation Processing
DUE
May 15, 2026
5:00PM

RFP RESPONSE

ELECTRONICALLY SUBMITTED BY
DATA TICKET, INC.

Brook Westcott, Chief Operating Officer
2603 Main Street, Suite 300
Irvine, CA 92614
Phone: (949) 752-6937; Direct: (949) 428-7240
DATA ■
TICKET
Certified
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Women's Business Enterprise
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California Small
Business Certified
515

Data Ticket, Inc.

2. fait 1reet, Suite 300 Irvine, CA 92614
(O) 949-752-6937; (O) 949-428-7240
City of Placentia
RFP for Profes ce: rr
Code Enforcement Citation Processing

CONFIDENTIAL INFORMATION DISCLAIMER
This proposal contains certain confidential and valuable information in the form of ideas, know- how, concepts, processes, plans and trade secrets that belong to Data Ticket, Inc. In accordance with the California Public Records Act, this confidential information shall not be disclosed outside the City and shall not be duplicated, used, or disclosed in whole or in part for any purpose except in the procurement process. Confidential information contained in this document is noted on each applicable page or image. Serious and irreparable competitive disadvantages in future procurements could result from the release of any confidential information contained in this proposal. Please notify us immediately, in writing if there is a request for disclosure of any confidential information so that Data Ticket will have an opportunity to participate in any disclosure discussions.

The following data, furnished in connection with this solicitation, shall not be disclosed except to those who are directly involved with the evaluation within the City and shall not be duplicated, used or disclosed in whole or in part for any purpose other than to evaluate the proposal provided. If a contract is awarded to this offer or in connection with the submission of this data, the City shall have the right to duplicate, use or disclose the data to the extent provided in the contract. This restriction does not limit the City's right to use information contained in the data, unless it is obtained under proper authorization from another source without restriction.

Note to the City of Placentia: Data Ticket has responded to the City of Placentia in full for every requirement identified. We respectfully request the city provide Data Ticket with the option to remove the following areas of our RFP Response in the event the city releases this response to the public:
o Screen Samples / Screen Shots of our Proprietary Solution o Report Samples of our Proprietary Solution
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516

SECTION A: COVER LETTER
May 11, 2026
City of Placentia
Attn: Joseph Lambert, Development Services Director
RE: RFP for Professional Services for
Code Enforcement Citation Processing
Dear Mr. Lambert:

DATA
TICKET °"
1 Data Ticket, Inc. appreciates the opportunity to respond to the Request for Proposal for Code Enforcement Citation Processing for the City of Placentia and responds positively to all requirements therein.

Data Ticket is the City's current citation processing and collections provider and has been since 2008. Since that time, the City has issued over 9,861 citations for code enforcement violations and collected over $1,072,000.00 in fines and penalties and the City has issued over 572 administrative citations for accounts receivable collections and collected over $37,800 in fines and penalties.

We understand the City's scope of work better than any other vendor because we have been performing the services required for the past 18 years on behalf of the City. We will continue to provide the City with excellent customer service and advanced software and services.

Data Ticket, Inc. is a California Corporation, a California certified Small Business and a California certified Women Owned business. Our full-time staff, located in Irvine, California, includes comprehensive IT, operations, adjudication, data entry mail and customer services departments.

The individual authorized to negotiate and bind the firm contractually to all statements in this proposal is Brook Westcott, Chief Operating Officer. Questions regarding this proposal should be directed to Brook at Data Ticket's corporate headquarters, where all work will be performed.

Data Ticket, Inc.
2603 Main Street, Suite 300 I Irvine, CA 92614
Office: 949-428-7240 I Fax: 949-281-3195
[email protected]; [email protected] We believe after reviewing the enclosed proposal, you will agree that Data Ticket, Inc., is the most qualified partner to continue to provide the professional, focused service necessary for superior administrative citation processing.

Thank you,
Brook Westcott
Chief Operating Officer
517

Data Ticket, Inc.
.eet, Suite 300 Irvine, CA 92614
(O) 949-752-6937; (O) 949-428-7240
City of Placentia
RFP for Profe:.

Code Enforcement Citation Processing
SECTION B: TABLE OF CONTENTS

DESCRIPTION

COVER LETTER

TABLE OF CONTENTS

INTRODUCTION

REFERENCES

SCOPE OF SERVICES
Schedule of Performance

PROJECT MANAGEMENT

REPORT SAMPLES

PROJECT FEES

SECTION
A
B
C
D
E
F
G

UNDER SEPARATE COVER
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Data Ticket, Inc.
plain Street, Suite 300 Irvine, CA 92614
(O) 949-752-6937; (O) 949-428-7240
City of Placentia
RFP for ProfE
Code Enforcement Citation Processing
SECTION C: INTRODUCTION
Data Ticket Experience
Data Ticket, Inc. is a California Corporation that provides administrative citation processing, courtesy noticing, payment processing, adjudication management, Franchise Tax Board collections processing, data entry, inbound and return call customer service, citation issuance hardware, citation enforcement software, as well as parking citation processing, parking permit management and collection services for Cities, Counties, Universities, Districts and other Public entities nationwide. Data Ticket employs 49 full time Staff. Data Ticket was incorporated in California in 1989. We provide expertise to ensure that citations get processed and collected in a timely manner for over 500 Agencies nationwide.

The Beginning — Delinquent Parking Collections
Data Ticket's initial focus in 1989 was to attempt to collect citations that had been issued but not collected in a timely manner or were considered "delinquent". We developed a niche in the industry that removed the management of California DMV registration holds and releases, customer service and delinquent noticing from public municipalities and offered a contingency based pricing model in return. The idea was simple: with no upfront cost, we would handle delinquent parking citations and only get paid when the citation was paid.

The Middle —Expansion of Services into Code Enforcement While we continued to expand our parking citation processing services, we realized there was a gap in the market in that municipalities with which we were working did not have an effective or efficient manner in which to manage their code enforcement citation operations.

We incorrectly assumed that code enforcement processing would be just like parking citation processing, but we quickly realized that code enforcement was much more diverse in the way in which municipalities handled the processing, adjudication, data entry, and even the citation date.

Now — Full -Service Processing and then some....

We were the first software provider in California to develop administrative citation processing software and to process for agencies that issue non -criminal citations, and we quickly expanded our services to include citation issuance, citation enforcement, Franchise Tax Board collections, and more.

Today, Our client's annual citation issuance ranges from 25 — 360,000. Every single client is treated with great care, attention and respect regardless of size. All citations are processed according to each client's unique set of business rules, and always in compliance with state and local laws.

Data Ticket's sole office is in Irvine, California. All work performed will be handled out of this office. Our offices are always open to our clients, and we encourage in -person communication on a regular basis. Data Ticket, Inc. is a California certified Small Business Enterprise and a California certified Woman -Owned Business Enterprise. 5iPagP
519

Data Ticket, Inc.
plain Street, Suite 300 Irvine, CA 92614
(O) 949-752-6937; (O) 949-428-7240
City of Placentia
RFP for ProfE
Code Enforcement Citation Processing
Data Ticket, Inc. has never been, nor is currently, involved in any bankruptcy. Likewise, we are not involved in reorganization, liquidation or dissolution proceedings. A trustee or receiver has neither been appointed overall nor to a substantial portion of the property of Data Ticket, Inc. under federal bankruptcy law or any state of insolvency law.

Financial Stability & Capacity
Data Ticket is privately owned and operated; we have no loans or debt. All our hardware and software are 100% owned, maintained, supported and upgraded by the company.

Data Ticket is fiscally conservative and financially sound. There are no known financial issues that will prevent Data Ticket, Inc. from providing, implementing, and maintaining the proposed system for the term of the contract.

In summary, we are fiscally conservative and financially sound, consistently planning for the future and ensuring that our research and system upgrades keep us at the forefront of the industry and provide our clients with fully tested, stable, leading -edge technology and services.
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Data Ticket, Inc.
vlain Street, Suite 300 Irvine, CA 92614
(O) 949-752-6937; (O) 949-428-7240
City of Placentia
RFP for Prof€
Code Enforcement Citation Processing
SECTION D: REFERENCES
Below and on the following page, Data Ticket has provided 5 clients with which we currently provide the services required by the City of Placentia for administrative citation processing.

Reference #1:
(a) Client Information:

City of Laguna Beach
505 Forest Avenue
Laguna Beach, CA 92651
(b) Client Contact:

Jim Beres, Civilian Services Administrator
949-464-6669
[email protected]
(c) Project Description:

Data Ticket provides administrative citation processing for the City of Laguna Beach, including the sending of all notices, handling of inbound and outbound calls, payment processing, management of the adjudication process and the provision of independent hearing officers. Data Ticket also provide handheld ticket writers and citation issuance software and perform data entry of manually issued citations. Finally, Data Ticket provides banking services on behalf of the City.

Reference #2:
(a) Client Information:

City of Seal Beach
911 Seal Beach Blvd
Seal Beach, CA 90740
(b) Client Contract:

Michael Ezroj, Police Captain
562-799-4100, ext. 1174
MEzro'@SealBeachCA.gov
(c) Project Description:

Data Ticket provides administrative citation processing services for the City of Seal Beach, including the sending of all notices, handling of inbound and outbound calls, payment processing, management of the adjudication process and the provision of independent hearing officers. In addition, Data Ticket handles all banking via an escrow account, issues refunds on behalf of the City and processes all NSFs and chargebacks.

Data Ticket also performs data entry of manually issued citations.

Reference #3:
(a) Client Information:
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Data Ticket, Inc. City of Placentia
2603 , Suite 300 Irvine, CA 92614 RFP for Profe al Services (O) 949-752-6937; (O) 949-428-7240 Code Enforcement Citation Processing City of Fairfield
1000 Webster Street
Fairfield, CA 94533
(b) Client Contract:

Jeremy Profitt, Police Support Manager
707-428-7709; Cell: 707-366-5404
JProfitt(a�Fairfield.CA.gov
(c) Project Description:

Data Ticket provides administrative citation processing services for the City of Fairfield, including the sending of all notices, handling of inbound and outbound calls, payment processing, integration and participation in the Franchise Tax Board's Interagency Intercept Program, management of the adjudication process and the provision of independent hearing officers. Data Ticket also handles the data entry of all manually issued citations.

Reference #4:
(a) Client Information:

City of Placentia
401 East Chapman Avenue
Placentia, CA 92870
(b) Client Contract:

Dan Pivaroff, Code Enforcement Supervisor
714-993-8173
[email protected]
(c) Project Description:

Data Ticket provides administrative citation services for the City of Placentia, including the sending of all notices, handling of inbound and outbound calls, payment processing, integration and participation in the Franchise Tax Board's Interagency Intercept Program, management of the adjudication process and the provision of independent hearing officers. Data Ticket also provide handheld ticket writers and citation issuance software and perform data entry of manually issued citations.

Reference #5:
(a) Client Information:

City of Jurupa Valley
8930 Limonite Avenue
Jurupa Valley, CA 92509
(b) Client Contract:

Ryan Batista, Code Enforcement Supervisor
951-332.6464 ext:262
[email protected]
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Data Ticket, Inc. City of Placentia
2603 set, Suite 300 Irvine, CA 92614 RFP for Profe Services (O) 949-752-6937; (O) 949-428-7240 Code Enforcement Citation Processing (c) Project Description:

Data Ticket provides administrative citation processing services to the City of Jurupa Valley, including the sending of all notices, handling of inbound and outbound calls, payment processing, integration and participation in the Franchise Tax Board's Interagency Intercept Program, management of the adjudication process and the provision of independent hearing officers. Data Ticket also handles the data entry of all manually issued citations.
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Data Ticket, Inc. City of Placentia
2603 set, Suite 300 Irvine, CA 92614 RFP for Profe Services (O) 949-752-6937; (O) 949-428-7240 Code Enforcement Citation Processing SECTION E: SCOPE OF SERVICES
Below and on the following pages we have provided a response to the City's Scope of Services. As the City's current vendor for these services, we can confidently confirm that we will continue to provide the scope of services as required, while providing enhancements through the life of the contract at no additional cost to the City.

1. Technical Requirements
a) Our Solution is 100°/0 web -based and will continue to provide City personnel and the City's Customers with real-time access to all citation information including relevant documents, payment information, adjudication correspondence and documentation and a complete audit trail of all transactions at the citation level.

Data Ticket will continue to provide the City with secure access via the internet to our Administrative Citation processing Solution. City Personnel will continue to have inquiry capabilities into the following data fields:
• All citation level information that was entered on the citation, • All photographs, videos and/or voice recordings taken at the time of citation issuance and transmitted to Data Ticket
• Current status of the citation provided in bolded text • Notice history, including date sent, date due, address sent to, responsible party, location of the violation, and amount due
• Adjudication history, including date the citation was placed on a hearing hold, date hearing was scheduled for, date hearing schedule letter was sent, judgment, date judgment was entered, date judgment letter was sent, disposition information, hearing officer name, complete appeal description, images attached as part of the adjudication process and a complete description of the reason for appeal if the appellant appealed online
• Links to each notice and adjudication letter sent
• Payment information, including payment type, payment received date, check date, check number, deposit date, payment location, amount paid, and returned check date or credit card charge -back date
• Penalty history including penalty date, penalty amount • Responsible party information, including any changes to the responsible party • All phone notes as entered by our customer service representatives and any other personnel who have a username and password
• The dollar value owed at the Responsible Party level as well as the Case level • A complete audit trail of the citation, including a username and date for every transaction
• Citation simulation for reproduction and printing at the City • Scanned images related to Adjudication, payment backup and other matters In our Citation Detail screen, real-time information is displayed to the user, including all the items mentioned above. In addition to those items, you will see many data fields are underlined. These fields are hyperlinked so that by clicking on them the 10I
524

Data Ticket, Inc.
\/lain Street, Suite 300 Irvine, CA 92614
(O) 949-752-6937; (O) 949-428-7240
City of Placentia
RFP for Prof€
Code Enforcement Citation Processing
user will be taken to a pop-up that details more information about the specific data.

The following fields are hyperlinked:
• This person: $0.00: When clicked, this field displays a pop-up box that lists all citations issued to this person, the date of the citation, and the amount owed on the citation.
• This case: $0.00: When clicked, this field displays a pop-up box that lists all citations issued as part of a specific case.
• Responsible Party History: When clicked, this field displays a pop-up box that lists prior registered owners, responsible parties, and renters associated with the citation.
• Payment Plan: When clicked, this feature provides the ability for the user to review the payment plan letter sent for the citation
• Notices: When clicked for each Notice sent, this field displays a new browser window that displays the front and back of the actual notice sent to the registered owner. A copy of each notice sent is associated with each citation, so City Personnel never needs to request a copy of a letter sent on its behalf • Adjudication Letters: When clicked for each Adjudication Letter sent, this field displays a new browser window that displays the front and back of each letter sent during the adjudication process
Our Solution will provide a real-time audit trail for every action in the Solution, including date, time and username of the individual or job performing the transaction. Additionally, all phone notes will be captured and displayed at the citation level for City Personnel and all images, videos, voice recordings, adjudication documents and notices will be attached and viewable for City Personnel.

Our Solution is 100% web -based, providing City Personnel with all transactions real- time such that the data is never stale or old. City Personnel will have access to update citation data via our real-time web interface 24/7. b) Our Solution will continue to interface with Comcate software to share citation details in a streamlined, user-friendly manner for the City.

2. Operational Requirements
a) City Personnel will continue to use direct dial and group dial phone numbers to reach Data Ticket Staff directly. In addition, City Personnel will continue to use direct email and group email addresses to reach Data Ticket Staff.

Data Ticket will continue to provide several toll -free numbers for customers who wish to pay over the telephone, ask questions regarding their citation(s), ask questions regarding payments and adjudication, and obtain general information.

These telephone lines will provide individual with the ability to pay for their citation(s) using Visa, Discover, American Express and MasterCard.
11 525

Data Ticket, Inc. City of Placentia
2603 , Suite 300 Irvine, CA 92614 RFP for Profe al Services (O) 949-752-6937; (O) 949-428-7240 Code Enforcement Citation Processing Our IVR Solution provides 24/7 service that is available for any caller who can make a toll -free call. This Solution is never offline. Our Solution currently supports City of Placentia callers and is sufficient in design and capacity to add to in addition to the existing call volume.

The current IVR Solution supports the receipt of calls in English and Spanish. Our IVR Solution provides callers with real-time information regarding their citation(s) and allows individuals to transfer to a live Customer Service Representative (CSR) from 8am — 5pm, Pacific.

Data Ticket will continue to provide a fully trained Customer Service Department to handle all inbound calls regarding citations. All calls will be recorded for quality assurance, and call recordings will be provided to the City upon request.

All Customer Service Representatives are bi-lingual, speaking English and Spanish.

Our Customer Service Representatives are well versed in handling the concerns and questions of recipients of Administrative Citations. Data Ticket is the City's current citation processing vendor and is the only vendor capable of providing uninterrupted service.

All Data Ticket CSRs are well trained in how to handle the City's callers. As the City's current processor, we can provide the most experienced, expert service to the City's callers.
b) Data Ticket will continue to provide a customer -facing website for citation recipients to view, manage and pay for their citations online. Depending on the type of administrative citation(s) customers search for, their search criterion could be citation number and time of issuance, citation number and date of issuance, notice number and zip code, invoice and date or payment plan number. Upon finding a citation, the customer will be displayed with real-time information about that citation, including citation number, date and time of issuance, location of issuance, violation code, violation description, amount due and more.

Data Ticket will continue to provide the public with the ability to pay, appeal, obtain answers to frequently asked questions and view details regarding the specific citation searched. The City does not currently utilize a customized user interface; however, we are happy to provide a customized user interface at no cost to the City, should they choose.

Our Solution will continue to accept Visa, MasterCard, Discover and American Express via Authorize.net for real-time authorization and Wells Fargo for settlement and our Solution will continue to send a customized email to the payee upon successful payment of a citation(s). Finally, our Solution provides for the lowest convenience fee payment in the industry and provides the ability for a Customer to pay for many citations in a single transaction.
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Data Ticket, Inc. City of Placentia
2603 , Suite 300 Irvine, CA 92614 RFP for Profe al Services (O) 949-752-6937; (O) 949-428-7240 Code Enforcement Citation Processing c) As mentioned in item 1 a) above, City Personnel will continue to have a complete audit trail for every transaction in the Solution. Data Ticket does not ever purge data, unless specifically requested or required to do so by a Client.

Information displayed for each transaction includes the date the transaction was made, the individual or Solution that created the transaction, details regarding each transaction, and a sequence number or transaction number that allows for the details to be better understood.
d) As mentioned in 2 b), Data Ticket will continue to provide a customer -facing solution where citation recipients can view, pay for, appeal or get detailed information regarding their citation(s). In addition, customers may elect to view payment options and even images taken at the time the citation was issued, if the City allows. e) Data Ticket utilizes TLS 1.2 or higher and is SOC 2 Type 2 compliant. Annually we are audited by a third -party vendor to ensure this level of compliance is maintained. Data
Ticket operates and updates all our hardware and software on -site in Irvine, California. We do not outsource any part of our infrastructure. Data Ticket maintains all databases and physical system security in a manner that provides
complete confidentiality and protection from unwanted
access.

Data Ticket's website is redundantly hosted on separate physically secured hardware with the following security precautions:
• All server infrastructure is secured behind firewalls with intrusion detection and prevention enabled. Specifically, SonicWall firewalls are utilized for the web, Barracuda firewalls are used internally, and Cisco firewalls are used for our real- time connection to California DMV.
• All passwords are one way hashed to ensure maximum user account security. • All website access is securely encrypted using TLS 1.2 and PCI Compliance standards.
• Nightly backups are made to ensure complete data integrity of the information maintained.
• Our system is comprised of redundant web, database, and file servers all optimized to ensure maximum redundancy and security
f) Data Ticket has provided Code Enforcement Processing services and software longer than any vendor in the industry. Our full -service offerings include data entry, customer service, payment processing, the generation and mailing of notices, handling of all inbound correspondence, outbound return call handling, the electronic scanning and attachment of all correspondence sent and received, full -service adjudication services, including the provision of independent, certified hearing 13 IPage
527

Data Ticket, Inc. City of Placentia
2603 , Suite 300 Irvine, CA 92614 RFP for Profe al Services (O) 949-752-6937; (O) 949-428-7240 Code Enforcement Citation Processing officers, and full integration with Franchise Tax Board's Interagency Intercept Program.
g)
Data Ticket will continue to track all administrative citation appeal requests and related correspondence. All received correspondences will be scanned and electronically attached to the citation record for which it applies. City Personnel will have the ability to view all Administrative Citation Appeal Requests online.

Citizens will have access to our online solution 24/7 to obtain real-time information regarding their citation(s) in the adjudication process. Additionally, Appellants will have access to a toll -free, bi-lingual line that rings directly to our Adjudication Department so Appellants can speak directly with specialists regarding their citation(s).

Hearing Officers who perform Administrative Hearings will have the ability to enter a disposition online, real-time via our Solution. As soon as a disposition is entered, our Adjudication Department will be notified that a disposition letter is ready to be generated and mailed. Depending on the City's requirements, disposition letters are either generated and mailed locally by Data Ticket Personnel, or they are provided to InfoSend, our noticing vendor for printing and mailing.

In the instance a citation is dismissed after payment has been made, Data Ticket's Adjudication Department will promptly request a refund to the issued. City Personnel will continue to have access to our solution to view all pending refunds. Additionally, if the City requires so we will provide an interface from our Solution to the City's finance solution to automatically generate refunds.
h) Data Ticket will continue to follow the City's process that provides citation recipients to appeal their citation outside of the court system, with payment. This process includes the request for a hearing by a certified hearing officer who is independent from Data Ticket and from the City.

All hearings will be performed in accordance with the City's requirements and may allow for in person, written, zoom or phone hearings. Zoom, in person and phone hearings will be recorded.

As soon as the hearing is complete, a disposition will be entered into our Solution, and disposition letters will be sent via 1st Class Mail to the appellant. i) Our Solution is already integrated with Comcate to provide seamless operations for City Personnel. Our Solution is time and even driven so that appellants may appeal a citation at anytime online or via mail, given they are within the timeline allowed by the City.

Our Solution will continue to support indigent payment plans on behalf of the City. 14 IPage
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Data Ticket, Inc. City of Placentia
2603 set, Suite 300 Irvine, CA 92614 RFP for Profe Services (O) 949-752-6937; (O) 949-428-7240 Code Enforcement Citation Processing j)
All manually issued citations will continue to be scanned into our digital drobox and presented to the first available Data Entry Operator. As soon as the citation is entered, the electronic image of the citation will be electronically attached to the citation record within the Solution, providing City Personnel with the ability to view a copy of each citation online.
k) City Personnel will continue to have the ability to edit all citation details within the Solution. Upon update of a citation, a detailed transaction history line will be added to the citation, displaying the date the change was made, who made the change, a description of the change, and a transaction number to help better understand the sequence of transactions.

In addition to making a change at the citation level, City Personnel will continue to have the ability to make changes at the license plate and responsible party level, which will update each citation individually.

I) Data Ticket utilizes our own digital drop box that allows clients to upload citations to our client website. Upon receipt, each citation is routed to the first available data entry operator who will key and save each citation individually. This process occurs in less than 48 hours and provides the added benefit that each manually issued citation is electronically attached to the citation record within the solution. m) Citations that share the same license plate and state will automatically be linked within the Solution. Citations that share the same name and address will also be linked within the Solution. These features provide City Personnel with the ability to view citations individually, as the plate / state level, or at the responsible party level. n) Data Ticket will continue to send all correspondence via 1st Class Mail on behalf of the City. In addition, where applicable, a return envelope will be included with each mailing. Data Ticket will continue to meet all applicable State and local laws and regulations in regard to citation processing and adjudication.

3. Franchise Tax Board
a) Data Ticket will continue to oversee and maintain registration on the Franchise Tax Board's Interagency Intercept Program via our seamless interface. Data Ticket offers the most comprehensive Franchise Tax Board interface for the Interagency Intercept Program for advanced collections in the industry and has done so for the last 15 years. Data Ticket's Citation Processing System software is time and event driven. This means the system automatically identifies citations that are eligible for FTB collections. As with the rest of the system, a complete audit trail is provided to the City that includes all transactions related to FTB.

Data Ticket obtains Social Security Numbers for those citations eligible to be sent to FTB; however, we perform this task after we send a notice to the individual regarding the FTB process. This notice is required by FTB to be sent to any individual who will be placed in the program, and it allows the individual 30 days 15IPage
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Data Ticket, Inc. City of Placentia
2603 , Suite 300 Irvine, CA 92614 RFP for Profe al Services (O) 949-752-6937; (O) 949-428-7240 Code Enforcement Citation Processing from the date of the notice to pay all citations eligible for the FTB program prior to being placed in the program. Often this notice will result in payment, which eliminates the cost to the City of obtaining a SSN and returns revenue to the City much sooner than waiting for tax season.
b) Data Ticket will continue to handle all customer service as it relates to FTB processing.
c) The Cities of Fairfield, Placentia, and Jurupa Valley, provided as references in our response to the City's RFP, utilize our Franchise Tax Board services. We have provided Franchise Tax Board services for well over 17 years. d) We have submitted to FTB on behalf of the City of Fairfield just over $3M and collections have just started and are at over $8K. Submission to FTB for the City of Placentia's Administrative Citation is just under $360k with collections at just under $24k.
e) Data Ticket understands it must pay all fees associated with FTB participation.

Schedule of Performance
The City has requested that respondents provide a schedule of performance as it relates to the scope of work that includes activities, meetings, timelines, and draft and final work products and deadlines; however, as the City's current processor, we are fully implemented and functional. We are the only vendor that can and will provide uninterrupted services to City Personnel and the City's Customers.
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Data Ticket, Inc.
vlain Street, Suite 300 Irvine, CA 92614
(O) 949-752-6937; (O) 949-428-7240
City of Placentia
RFP for Prof€
Code Enforcement Citation Processing
SECTION F: PROJECT MANAGEMENT
Project management of the City's contract is critical to the success of the partnership. We will continue to provide City Personnel with a fully dedicated Project Manager to facilitate all operations. In addition to the Project Manager, we will provide a supplemental Project Manager. These two individuals will be available during normal business hours, Monday — Friday 8am — 5:OOpm Pacific and City Management will have their cell numbers for after hour assistance.

Individual
Assignment of Tasks
Heather Nowlan, Director of Client
Services & Project Manager for the
City of Placentia
IT Oversight
Enhancement Prioritization
Accounting Oversight
Attendance at City Council Meetings
Monthly Performance Review
Collection Rate Statistics / Financial Analysis
Internal Oversight of Operational Processes
Brook Westcott, Chief Operating
Officer, Project Manager for the City
of Placentia
Client setup and maintenance
Initial and on -going User Training
Correspondence Review
Attendance at City Council
User and Administrator Setup
Daily Questions
Bradley Miller, Mobile Support
Manager for the City of Placentia
Handheld Training
Handheld Customization
Handheld Assistance / Follow-up
Heather Nowlan, Director of Client Services, will continue to be responsible for working closely with the city to attend all meetings and assist in providing each of the City's Personnel with unique usernames and passwords that will provide access to the Citation Processing System at the appropriate, requested level. In addition, Heather will continue to be responsible for providing all user training in the Citation Processing System Software.

This training will be performed via the Internet and over the phone. Finally, Heather will be responsible for reviewing all notices and correspondence to be sent on behalf of the city.

Brook Westcott will continue to be responsible for ensuring the IT, Accounting, FTB, and Noticing work properly for the city. She will also be responsible for all financial analysis required by the City as well as contractual oversight. Brook will attend all City meetings, both on -site and off -site.

Bradley Miller, Mobile Support Manager, will continue to be responsible for providing training to all city personnel at the City's preferred location(s). Bradley will also be responsible for providing regular enhancements to our Mobile Software and he will be responsible for working directly with City Personnel to ensure the handhelds are being utilized accurately to provide the most benefit to the Officers and to the City. 17 IPage
531

Data Ticket, Inc. City of Placentia
2603 , Suite 300 Irvine, CA 92614 RFP for Profe al Services (O) 949-752-6937; (O) 949-428-7240 Code Enforcement Citation Processing Data Ticket Staff Access
In addition to the individuals dedicated to the city on the prior pages, Data Ticket provides the highest level of services to each of our clients by providing access via phone, email and in person to all our Department Managers. We have adequately staffed each Department to accommodate every client's needs. We do not share resources across Department; rather we have hired and maintained each Department such that there is no need to share resources; however, personnel are cross trained to ensure our entire staff is well versed in the entire citation processing lifecycle.

Below, we have provided the city with a high-level organization chart for Data Ticket. All the individuals identified on the chart work in the Irvine, California office and each of the individuals identified in the organization chart provided below will be made available to City Personnel throughout the life of the contract.

Brook w'estcott
Operations Departments
Mariane Hernanhex
L
Ym Markel
[andrP Frason
Airlana Dnnde
Brittany Williams
operanwrs /Adjudication
Karla Fuentes
cusrommt sum. man
Karla ncntes
y cahas
Allretlo %ROA
Mi Bel TrJjIt
l3Rs Ghnguel
E0 -Angeles
aria morales
Karla Fuentes
[SRS English
Judy Tan
MiEFIEMI
Alek Vega fmtyES.fancesco
Dariel Tehit.rah Vivian Ly
war.Amvaky Hw Tag

6.ILSIMIVO mum. Samuel Purse
Morph Edmund millamera
mmtThu Sarah mamma]
Kevin Kim
Mail Boom J Data Entry Clerks
InformationTed.nSlogy
larTISSIVIPS
ui�FSet.rMDrr
Wanda Stone
roB.oa oaalop.rID avast awgr
Isis leeminger

54. Software Developer
era Himnjaun
Junin Blankenship
Software Developers
Bradley miller
rra MobileSu•, •rt
18 IPage
532

Data Ticket, Inc.
vlain Street, Suite 300 Irvine, CA 92614
(O) 949-752-6937; (O) 949-428-7240
City of Placentia
RFP for Prof€
Code Enforcement Citation Processing
SECTION G: REPORT SAMPLES
Data Ticket offers the most extensive reporting capabilities in the industry. Our reports are provided to our clients via a web -based real-time Solution that provides us with the ability to generate Financial, Management and Operational Reports for any timeframe required.

Our reporting structure is set as follows for Administrative Citations. Each Category contains a minimum of 5 reports each with a maximum of 10 reports in any single category, for a total of 87 reports:

Adjudication Reports
Citation Reports
Financial Reports
Officer Reports
Payment Plan Reports
Report Generator
Aging Reports
DMV Reports
Franchise Tax Board Reports
Operational Reports
Refund Reports
Customer Service
Handheld Reports
In addition to those categories identified above, we also have a complete category for Permits, Month -end Invoicing Reports, and My Saved Reports. Finally, we have a complete Report Generator tool that provides our clients with the ability to generate, save and share custom reports.

Below, we have provided the city with a view of the Reporting Home page that displays citation statistics in a graphical manner for our clients. As you can see from this screen print, a drop -down box is provided in the top right corner that allows the user to select the month that he/she wishes to view. In addition, this screen is configurable to display a variety of statistics.

CITATION PROCESSING CENTER
Finally, we offer City Personnel a Report Generator feature. This provides our clients with the most advanced reporting capabilities available. This feature provides City Personnel with the ability to select a "Standard Report" or to select a "Data Grouping" and create custom, real-time reports. These reports can be saved, shared amongst co-workers, or just run and viewed.
19 IPage
533

Data Ticket, Inc.
vlain Street, Suite 300 Irvine, CA 92614
(O) 949-752-6937; (O) 949-428-7240
City of Placentia
RFP for Prof€
Code Enforcement Citation Processing
Below we have provided a screen shot of our "Report Generator" capability. This capability provides our City Personnel with the ability to select a "Standard Report" from the table on the prior pages and set Optional Criteria, as well as drag and drop Report Columns into and out of the Report. If you choose, you can also start with a "Data Collection" and create a fully custom report.

CPC

CITATION PROCESSING CENTER
Quick Search
OBrook lvestcott • Sign Out
Home Search Citations Community Service Payments & Refunds Adjudications Reporting Maintenance Tow Auto Enforcer Ability to Pay Purchasing Clerks
Officer Summary Report
This report pulls by officer the number of citations written, paid, and total owing amount.

Required Criteria
Agency Name: Placentia Code Enforcement v 0 Include Current IN Include Delinquent ❑ Summarize Data Department Name: Code Enforcement w
Citation Start Date: 05/01/2026
Citation End Date: 05/11/2026
Optional Criteria
Report Columns
Sort Order
Select Column
AND v ID
n [ ny
RP State
RP Zip
VIN
Violation Description
void?
Body
Berl Adjustments
Charges no Bal Adj
Gender
Race
Date of Birth
Primary Sort: Agency
Columns Included in Report
Drag and Drop Columns Agency
Badge
Officer Name
Citation
Cite Date
Time
Location
Status
Owing
Municipal Codes
Secondary Sort: Agency
Please note your report will open in a new window. Please disable any pop up !dockers or your report will not open.

Please note, if your date selection spans less than 32 days, the information will be based on real-time data. IF the date selection spans more than 31 days, the information will come from our database as of the end of yesterday's date.

Save Report
Run Report
Tip: After clicking "Run Report", if your report has less than 1,000 rows, you can click an the column headings for sorting. & 2025 citation Prossinu center. nil nigl.t keierred
dientSer isesaoataricket.com r -ass -752-0512 Mission stats,rent Once you have created the report you would like to run on a regular basis, City Personnel has the option to simply save the report to your "My Reports" list. You can then choose to delete the report, clone the report, or share the reports amongst co-workers. The clone feature provides users with the ability to generate a report with a slightly different or altogether different set of criteria.

All the reports available to our clients are available on our website. This provides City Personnel with the ability to generate reports on their timeframe while reducing their dependency on a vendor. We find the more control we provide to our clients; the better able they are to do their jobs, on their timeframe. If there are specific reports City Personnel require on a specific timeframe to be provided by Data Ticket, we will provide those at no cost to the city.
20 IPage
534

Data Ticket, Inc.
2603 Main Street, Suite 300 Irvine, CA 92614
(O) 949-752-6937; (O) 949-428-7240
City of Placentia
RFP for Prof€
Code Enforcement Citation Processing

1. Officer Summary Report
The City has requested a sample of a report detailing, by Officer, each citation written.

Please see that report below, referred to as the Officer Summary Report:

Officer Summary Report
Date Range: 01I01/2025-12/3112046
21345
2 LL/24/2025
00:00
17060015 ]AME5 PL PLACENTIA. CA 92870
Closed
$0.00

6.04.030
2135
2 05/12/2025
Closed
$0.008.06.030
2135
Z.
05/21/2025
IACEFrtu, CA 92870
$0.00

6.04.030
2135
2_
01/21/2025
Closed
$0.008.06.030(2)
2135
02/09/2026
Closed
$0.008.06.030(2)
2135
2 09/22/2025
00:00
917 FINNELL WAY PLACENTIA, CA 92370
Dism
$0.00

23.81.020
2135
2_
09/03/2025
$151.50

23.41.038
2135
Z.
11/19/2025
70 Closed
$0.00
903.3.3
2135
2_
04/15/2026 870
PLACENTIA,87092
$200.00

6.04.030
2135
03/30/2026

IACEMIIA, CA
NDR
Closed
$0.00
806.030(1)
2135
2 04/09/2025
00:00
620 ROSE 2 135 PLACENTIA, CA 92870
Closed
$0.00

6.04.030
2135
2 09/18/2025
Closed
$0.00

8.05.330(I)
2135
Z.
05/29/2025
$0.00
2135
2_
02/04/2026
Void
$0.00
414105.1
2135
01/27/2026
$151.50
404105.1
2135
2 04/01/2026
00:00
1930 WHITMAN DR PLACENTIA, CA 92870
Open
$750.00

6.04.030
2135
2 02/10/2076
70 Closed
$0.00

8.44.060
2135
a
04/22/2026
Open
$100.00

6.04.330
2135
2 _
04/22/2026
- IACENIIA, CA 92870
$100.00
1 79 20 3
2135
01/07/2025
PLACENTIA, CA 92870
D..
$0.00

14.64.300
2135
2 06/11/2025
00:00
1005E IMPERIAL HWY PLACENTIA, CA 92870
Darn
$0.00

6.04.030
2135
2_
O1/12/2026
n
$757.50

8.05.030(2)
.35
Z.
06/23/2025
Open
$151.50
2135
2 09/03/2025
00:00
612 N ROSE 41 PLACEN-HA, CA 92370
o
$151.50624.030
2135
2 09/13/2025
00:00
L223 02502015 PLACENTIA, CA 92870
Closed
$0.00

8.04.110
2135
2 03/19/2025
00:00
L601 SIERRA 00NRA DR PLACENTIA, CA 92870
Closed
$0.00

6.04.030
2135
2_
04/01/2025
70 $0.00

6.04.030
.35
a
03/24/2026
Cored
$0.00
604.330
2135
2 05/29/2025
Closed
$0.006.45.000
2135
2 03/17/2026
00:00
8253 LAKEVIEW AVE UNIT F PLACENTIA, CA 92870
Closed
$0.00

6.04.030
2135
2 02/03/2026
00:00
525 MOHAWK DR PLACENTIA. CA 92870
Closed
$0.00

6.04.030
2135
_
04/07/2076
Closed
$0.00
.020(g)
.35
Z.
03/12/2026
$0.00

0.105.1
2135
2 67/24/2025
92673

3.,
$0.006.04.030
2135
2 10/13/2025
00:00
500 DARTMOUTH DI PLACENTIA, CA 92870
Closed
$0.00

23.78.150
2135
2 11/24/2025
00:00
726 MORSE AVE PLACENTIA, CA 92870
Closed
$0.00

14.04.010
Placentia Code Enforcement
Code Enforcement

2. Daily Deposited Report
The City has requested a sample of a report detailing, by Day, each bank deposit, referred to as the Daily Deposited Report:

Daily Deposited by DTI Report
Date Range: 04/01/2026-04/17/2026
26 -04 -02 -Thu
0 $006
4 $450.00
$0.00
;0.00
$0.00
$450.00
26 -04 -03 -En

$4.06
$151.50
$0.00
S0.00
$0.00
$151.50
26 -04 -04 -Sat
$0.00
$300.00
$0.06

10.00 $0.00
$300.00
26 -04 -O6 -Mon
0 $0.00
5 $900.00
$0.00

50.00 $1.10
$900.00
25 -04 -03 -Wed
0 $410
1 $000.00
$0.00

10.00 $1.10
$200.00
25 -04 -09 -Thu
0 $0.66
$0.00
(110.00

10.00 $0.00
$350.00
25 -04 -10 -Fri
$0.06
1 $101.11
$0.00

50.00 $0.00
$000.00
26 - - -
$0.00
$000.11
$0.00
$0.00
$300.00
26 - - -
$0.00
$0.00
$200.00
$0.00
$200.00
26 -DO -IS -W10
0 $0.00
2 $200.00
$0.00

50.00 /0.00
$200.00
26 -04 -16 -Thu
0 $0.06
4 $700.00
$300.00
$0.00
$0.00
$1,000.00
To1nlez
0 $0.08
25 /3,301.50
$050.00
$000
$0.00
$4,151.50
11 records matched yo r report cntena (Including: Curre,rt and Delinquent Citations, Sorted B 'Deposit Da 'Batch' Conditions: Payment Location = Data Ticket' OR Payment Location ='Internet' ) Repot Generated 5/11/2016 0 2:1007 PPP Property Po g to rdetEre y_ Exportto heel Pre
Placentia Code Enforcement
Code Enforcement

3. Citation Status Report
The City has requested a sample of a report detailing, by Cite Status, each citation activity performed for each cite, referred to as the Citation Status Report:
21 1 Page
535

Data Ticket, Inc.
2603 Main Street, Suite 300 Irvine, CA 92614
(O) 949-752-6937; (O) 949-428-7240
City of Placentia
RFP for Prof€
Code Enforcement Citation Processing
Citation Status Report
Date 04/o1/2026-04/18/2026
Placenta Code Enforcement
anon
Case#
Cite rate
04/14/2026
Time
00:00
Status
Open
L•rax•n
?26 MO
0 Appealed?
No
FT r?
No
•#No�ces
rminal Am•unt
$200.00
Charq—/Fees
Paymentr
r
3200.00
Placentia Code Enforcement
;
04/14/2026
Open
26 E 00
o
No
No
200.
$200.00
Placenta Code Enforcement
04/01/2026
00:00
Di
1025 CA
0 N6
No
$100.00
($100.00)
$0.00
Placentia Code Enforcement
01/06/2026
00:00
Closed
401 W C
0 No
Nn
$200.00
$000.00
$0.00
Placenta Code Enforcement
04/14/2026
00:00
Open
70 CA
0 No
No
$100.00
$100.00
Placenta Code Enforcement
04/01/2026
00:00
Uism
606 W C
0 No
No
$100.00
($000.00)
$0.00
Placentia Code Enforcement
2 04/]5/202fi
Open
29 Mg
0 o
No
$500.00
$500.00
Placenta Code En5orcer.,
y3_I
04/15/2026
$100.00
($000.00)

$0.00
Placentia Code Enforcement
5 64/01/2026
00910
Dism
06 or c
0 No
No
$500.00
($500.00)
$0.00
Placenta Code Enforcement
4 04/07/2026
00:00
Closed
407 010
0 No
No
$100.00
$000.00
$0.00
Placenta Code Enforcement
2 04/11/2026
00:00
Uism
625 SAN
0 No
No
$200.00
($200.00)
$0.00
Placentia Code Enforcement
_
04/15/2026
n
20 N R
0 No
No
100.00
$100.00
Placenta Code Enforcement
2 04/15/2026
Open
0 E Cli
0 No
No
16 3100.00
Placentia Code Enforcement
04/13/2026
00:00
Open
020 E
0 No
o
100.00
$100.06
Placenta Code Enforcement
2 04/14/2026
00:00
Open
1126 EB<
0 No
No
$200.00
$200.00
Placenta Code Enforcement
2 04/02/2026
00:00
Uism
43] LEN
0 No
No
$200.00
($200.00)
$0.00
Placentia Code Enforcement
2 04/13/2026
Closed
3 sn
0 No
No
$100.00
$100,00
$0.00
Placenta Code Enforcement
2 06/10/2026
Open
290 N I
0 No
0 100.00
3100.00
Placentia Code Enfoimement
3 04/10/2026
0 e
$600.00
$300.00
$900.06
Placentia Code Enforcement
3 04/14/2026
o
PM
$100.00
$100.00
Placenta Code Enforcement
2 04/18/2026
00:00
Opel
129001
0 No
flo
3100.00
$100.00
Placentia Code Enforcement
2 04/13/2026
n
020 F
0 No
No
100.00
$100.00
Placentia Code Enforcement
2 00/14/2026
Open
26 MOP
0 No
No
$100.00
$100.00
Placentia Code Enforcement
3 04/01/2026
CI
10 PIC
0 No
e
$200.00
$000.00
$0.00
Placentia Code Enfoimement
3 64/15/2026
o
o
$500.00
$500.06
Placenta Code Enforcement
2 04/18/2026
00:00
Open
141206
0 No
No
$100.00
$100.00
Placentia Code Enforcement
2 04/02/2026
$200.00
($200.001

30.00 Placentia Code Enforcement
2 04/13/2026
Open
00 JEFF
0 No
o
500.
8500.00
Placentia Code Enforcement

61/08/2026
CI
25 S II
0 No
No
$500 00
$500.00
$0 00
Placentia Code Enforcement
64/08/2026
Closed
25 FEE
0 No
No
$500.00
$500.00
$0.66
Placenta Code Enforcement
2 04/15/2026
00:00
Open
569 PAT
0 No
No
$500.00
3500.00
Placentia Code Enforcement
2 04/08/2026
Closed
19 W C
0 No
No
100.00
$100.00
$0.00
Placentia Code Enforcement
2 04/13/2026
Open
600 1M
0 No
No
$500.00
$500.00
Plar.e.ntia Code Fnforr.ernent
9 [x/13/2626

66.66 CI d
525 SHE
0 Nn
6106.116
R100.00
.1.66
Placentia Code Enforcement
Code Enforcement

4. Tax Report
The City has requested a sample of a report the City will pay in taxes; however, the City will not pay taxes as part of the Administrative Citation processing. The City will pay taxes as part of Parking Citation processing.

5. Refund Report
The City has requested a sample of a report detailing citations due a refund, referred to as the Refund Report:

Refund Requests Report
AgeneV
Station
Re.
dee x:006

Pia enba Code En emen
HRC
RED
lli.

EB
FEL
SOIL
00/20/2025
($00 00)
$453.

Placentia Co. Enforcement
09/11/2025
(6800.00)
$800.00
Placentia Code Enforcement
08/11/2025
($900.00)
$800.00
3508690
Placentia Co. Enforcement
Violation Dismissed
03/06/2025
(5100.00)
$100.00
3512303
p11001tia code Enforcement
a
09/21/0024
($1,0 00)
$1,550.00
3395303
Placentia Code Enforcement
3 a
09/15/2023
(5100.00)
$300.00
3143]62
Placentia Code Enforcement
,
a
04/10/2023
(5100.00)
$100.00
3065210
Placentia Code Enforcement
,
200
Overpayment
09/30/2022
(5151.50)
$303.00
Places. Code Enforcement
_
162
Violation Dismissed
04/05/2022
(6751.50)
$.150.00
Placentia Code Enforcement
n
03/21/2022
(6100.00)
$400.00
Placentia Code Enforcement
Overpayment
06/29/2021
(5300.00)
$600.00
2655836
EnforcementPlacentia Code
06/10/2021
(5200.00)
$200.00
Placentia Code Enforcement
Violation Dismissed
04/14/2021
(5100.00)
$100.00
Placentia Code Enforcement
,
violation Dismissed
12/31/2020
(5100.00)
$100.00
2520496
Placentia Code Enforcement
Overpayment
09/30/2020
(350.00)
$100.00
2576063
Placentia Code Enforcement
_
on Dismissed
05/04/2020
(6150.00)
1150.00
Placentia Code Enforcement
_
325
Overpaymept
03/20/2020
($100.00)
$250.00
Placentia Code Enforcement
Violation Dismissed
92/06/2020
<5200.00)
$200.00
Placentia Code Enforcement
n
12/23/2019
15100.00)
$250.

Placentia Code Enforcement
11/14/2019
(5100.00)
$250.00
2422159
Placentia Code Enforcement
Violation Dismissed
10/25/2019
($400.00)
$000.00
Placentia Code Enforcement
0 915
Overpayrne0 10/22/2019
(550.00)
$150.00
1758224
Placentia Code Enforcement
915
Overpayment
10/22/2019
(3300.00)
$500.00
2162343
Placentia Code Enforcement

6. PCI Compliance Certification
The City has requested a copy of our PCI Compliance Certification. Please see that below:
22 IPage
536

Data Ticket, Inc.
2603 , Suite 300 Irvine, CA 92614
(O) 949-752-6937; (O) 949-428-7240
City of Placentia
RFP for Profe al Services
Code Enforcement Citation Processing
taluspay
Certificate of Validation
is certifies that this merchant has completed all sections of the Payment Card Industry's Self Assessment Questionnaire resulting in a compliant rating.

Merchant Name Citation -Permits Processing Center
SAQ Level SAC A -EP
Validation Number: Taluspay56110000002321570625
Validation Date: 3rd Day of June. 2025
. Expiration Date: 3rd Day of June, 2026
ASV Compliance Status: Compliant
ASV Compliance Date: 16th Day of May. 2025
Approved Scanning Vendor: Aperia Solutions, INC.

Aperia
1:7‘
suriry
Standards Council
' All merchants are required to validate their PCI compliance yearly_ The overall PCI status could be affected by changes in the merchants card processing environment and/or failure to provide a passing scan as outlined in requirement 11.3 of the PCI Security Standard should one be required. 23 IPage
537

Data Ticket, Inc. City of Placentia
,treet, Suite 300 Irvine, CA 92614 RFP for Profes , Sery (O) 949-752-6937; (O) 949-428-7240 Code Enforcement Citation Processing

THANK YOU
24 IPage
538

401
!Dial

41. PLACENTIA
Rich Heritage, Bright Future

CITY OF PLACENTIA
RFP for Professional Services for Code Enforcement Citation Processing
DATA ■
TICKET

PROJECT FEES
DUE
May 15, 2026
5:00PM

RFP RESPONSE

ELECTRONICALLY SUBMITTED BY
DATA TICKET, INC.

Brook Westcott, Chief Operating Officer
2603 Main Street, Suite 300
Irvine, CA 92614
Phone: (949) 752-6937; Direct: (949) 428-7240
Certified
E
Women's Business Enterprise
P2 Trutwave'
„Sled Grin r<'t
ClitIr. to validate
�VVV
California Small
Business Certified
539

Data Ticket, Inc.

2. fait 1reet, Suite 300 Irvine, CA 92614
(O) 949-752-6937; (O) 949-428-7240
City of Placentia
RFP for Profes ce: rr
Code Enforcement Citation Processing

CONFIDENTIAL INFORMATION DISCLAIMER
This proposal contains certain confidential and valuable information in the form of ideas, know- how, concepts, processes, plans and trade secrets that belong to Data Ticket, Inc. In accordance with the California Public Records Act, this confidential information shall not be disclosed outside the City and shall not be duplicated, used, or disclosed in whole or in part for any purpose except in the procurement process. Confidential information contained in this document is noted on each applicable page or image. Serious and irreparable competitive disadvantages in future procurements could result from the release of any confidential information contained in this proposal. Please notify us immediately, in writing if there is a request for disclosure of any confidential information so that Data Ticket will have an opportunity to participate in any disclosure discussions.

The following data, furnished in connection with this solicitation, shall not be disclosed except to those who are directly involved with the evaluation within the City and shall not be duplicated, used or disclosed in whole or in part for any purpose other than to evaluate the proposal provided. If a contract is awarded to this offer or in connection with the submission of this data, the City shall have the right to duplicate, use or disclose the data to the extent provided in the contract. This restriction does not limit the City's right to use information contained in the data, unless it is obtained under proper authorization from another source without restriction.

Note to the City of Placentia: Data Ticket has responded to the City of Placentia in full for every requirement identified. We respectfully request the city provide Data Ticket with the option to remove the following areas of our RFP Response in the event the city releases this response to the public:
o Screen Samples / Screen Shots of our Proprietary Solution o Report Samples of our Proprietary Solution
2IPage
540

Data Ticket, Inc.
seet, Suite 300 Irvine, CA 92614
(O) 949-752-6937; (O) 949-428-7240
Administrative Citation Processing Price List:

City of Placentia
RFP for Profe.

Code Enforcement Citation Processing
Data Ticket offers two Cost Models for our Administrative Citation Processing Clients that allow our Clients to select the Cost Model that best suits their individual situation.

Model 1 represents an all-inclusive option that has a higher upfront citation processing fee than Model 2 and includes full service from Data Ticket's staff. This option is typically selected by Agencies whose citation recipients pay their citations on an inconsistent basis. The City currently utilizes Model 1.

Model 2 is often selected by Clients who have a thorough understanding of their collection rates or collections occur within the first 30 days of a citation being issued.

Regardless of the Model selected, you have the option to change Models at any point during a contract period. This provides our Clients with the maximum amount of flexibility so they may experience the maximum return on citations issued.

Description of Service
Cost
Model 1
Cost
Model 2
Manual Administrative Citation Processing
$20.00
$15.00
Services for the above -mentioned items include:
per
per
• In-house data entry of manually written citations performed within 48 hours of receipt
citation
citation
• Quality assurance verification of manually entered
citations
• Scanning of all manually written citations onto our network for storage and ease of retrieval
• Bi-monthly shredding of manually written citations
Electronic Administrative Citation Processing:
$15.00
$10.00
Services for the above -mentioned items include:
per
per
• Automated citation transmission into Data Ticket's Citation citation
citation
Management Solution 24/7
• Automated confirmation email detailing successfully
transmitted citations
• Automated transmission of all media attached to citations 3IPage
541

Data Ticket, Inc.
reet, Suite 300 Irvine, CA 92614
(O) 949-752-6937; (O) 949-428-7240
City of Placentia
RFP for Profe
Code Enforcement Citation Processing
Description of Service
Cost
Model 1
Cost
Model 2
Semi -Custom Noticing:

Services for the above -mentioned items include:
• A single Courtesy Notice printed on an 8 1/2 x 11" piece of paper and provided in a window envelope will be sent to the
responsible party
• All notices are attached to the citation online and are viewable via the web
• All notices sent via 1st Class Mail
• All notices include a return envelope in which the party responsible may submit payment
• This cost will increase as the US Postal Service increases the 1st Class postage rate
• Notices will be sent daily, Monday - Friday
Included
$1.00 per
notice
Additional Correspondence
Services for the above -mentioned items include:
• Sending via 1st Class Mail any correspondence outside of the customary 3 notices currently sent by the City, including partial payment letters, overpayment letters, or other.

Included
$1.50 per
letter
Delinquent Collections
Services for the above -mentioned items include:
• In addition to the 1st Courtesy Notice, two additional notices will be sent to the party responsible, at a time frame to be defined by the Agency
• Notices will include a return envelope in which the party responsible may submit payment
• Notices will be sent via 1st Class Mail, for which Data Ticket will be responsible
• A citation is considered delinquent at Cite Date plus 31 days • All notices are sent via First Class mail, and all notices are printed on an 8 '/2 x 11" sheet of paper and folded into a window envelope; in addition, a window envelope is provided for the recipient to return payment
• All notices are attached to the citation online and are viewable via the web
• Notices will be sent via 1st Class Mail, and Data Ticket will be responsible for the cost incurred
• Notices will be sent daily, Monday - Friday
• If Data Ticket does not collect on a citation that is delinquent, the Agency does not owe this fee
Included
30% of
revenue
collected
4IPage
542

Data Ticket, Inc.
reet, Suite 300 Irvine, CA 92614
(O) 949-752-6937; (O) 949-428-7240
City of Placentia
RFP for Profe
Code Enforcement Citation Processing
Description of Service
Cost
Modl 1
Cost
Model 2
Adjudication Holds and Scanning
Services for the above -mentioned item include:
• Data Ticket will accept Hearing Requests on behalf of the Agency
• Dependent on the Agency's choice, Data Ticket will either review and approve the Hearing Request or provide the documentation received to the Agency for its decision
• If the Request is accepted, Data Ticket's Adjudication Department will place the citation on an Administrative Hearing Request Hold and scan all received documentation into the Solution, so it is displayed on the web for the Agency's Staff and the Hearing Officer
Included
$0.50 per
hold
Adjudication Letters
Services for the above -mentioned item include:
• For each request received, Data Ticket will send a semi -custom Hearing Approval Letter and a Schedule letter, or it will send a Semi -Custom Denial Letter
• Once the Hearing has been held, Data Ticket will send a semi - custom disposition letter to the Appellant detailing the Hearing Officer's findings
• All Letters are sent via First Class mail, and all Letters are printed on an 8 '/2 x 11" sheet of paper and folded into a window envelope; in addition, a window envelope is provided for the recipient to return payment
• All Letters are attached to the online citation and are viewable via the web
• Letters will be sent via 1st Class Mail, and Data Ticket will be responsible for the cost incurred
Included
$1.50 per
letter
Certified Letters - Optional
• Per adjudication letter sent
$12.00
per letter
$12.00
per letter
5IPage
543

Data Ticket, Inc.
reet, Suite 300 Irvine, CA 92614
(O) 949-752-6937; (O) 949-428-7240
City of Placentia
RFP for Profe
Code Enforcement Citation Processing
Description of Service
Cost
Model 1
Cost
Model 2
Administrative Hearings
Services for the above -mentioned item include:
• Data Ticket's independent, certified, insured hearing officers will be provided to perform in -person, phone, and written hearings, as required by the Agency
• Each hearing request will be reviewed, heard or read, and all required research will be performed
• The Hearing Officer will enter a judgment into the Citation Processing System for viewing by the Agency, Appellant and Data Ticket
• The City will incur costs associated with mileage
• Data Ticket will work with the Agency to arrange for the use of a conference room at a Agency location or the Agency may elect to have citations heard at a centralized location within the County
$85.00
per hour
$85.00
per hour
Franchise Tax Board SSN Look -up
Services for the above -mentioned item include:
• This fee will be assessed to look up a social security number associated with a particular registered owner and address • This charge is charged per unique SSN, not per citation $2.75 per
unique
SSN
$2.75 per
unique
SSN
FTB Collections
Services for the above -mentioned item include:
• This fee is charged if a citation is paid at the Franchise Tax Board
• This charge is not combined with any other charge; for example, if a citation is rolled to delinquent status and paid at FTB, only the 15% of revenue collected will be charged
• Data Ticket will send a custom FTB Notice to the Patron as required by the Interagency Intercept Program; this notice will be sent via 1st Class Mail
• All notices are attached to the citation online and are viewable via the web
• If Data Ticket does not collect on a citation that is at FTB, the Agency does not owe the collection fee
• Data Ticket will send an FTB Notice to the Patron as required by the Interagency Intercept Program; this notice will be sent via 1st Class Mail
15% of
revenue
collected
15% of
revenue
collected
6IPage
544

Data Ticket, Inc.
seet, Suite 300 Irvine, CA 92614
(O) 949-752-6937; (O) 949-428-7240
City of Placentia
RFP for Profe.

Code Enforcement Citation Processing
Description of Service
Cost
Model 1
Cost
Model 2
Advanced Collections Legal Action Not Required - Optional Services for the above -mentioned item include:
• This fee is charged if a citation is paid at Advanced Reporting Collections
• This charge is not combined with any other charge; for example, if a citation is rolled to delinquent status and paid at Collections, only the 30% of revenue collected will be charged
30% of
revenue
collected
30% of
revenue
collected
Joint / Escrow Banking Services - Optional
Services for the above -mentioned item include:
• Daily deposits of funds to the Agency's escrow account • Online, real-time reconciliation reports that tie directly to the bank statement
• Processing of all credit card chargebacks and Insufficient Funds • Month -end reconciliation of all funds collected
• Payment of Data Ticket's invoice
• Disbursement of the net remittance to the Agency via ACH • Scanning of all payments directly to joint bank account daily using remote check deposit
• The Agency will be responsible for the purchase of banking supplies, including checks and endorsement stamps; these fees typically run $200.00 per year
$160.00
per month
$160.00
per
month
Chargeback Processing
Services for the above -mentioned item include:
• Data Ticket will process credit card chargebacks and send a custom letter to the citation recipient or payor
Included
Included
NSF and Refund Processing - Optional
Services for the above -mentioned item include:
• Data Ticket will process NSFs and Refunds upon notification from the joint escrow banking institution
• Cost Model 1: If the City elects to utilize an escrow account, Data Ticket will process all NSFs and Refunds when notified by the banking institution. Data Ticket will also verify, generate, and send via 1st Class Mail, refund checks weekly to individuals who are due a refund
• Cost Model 2: If the City does not elect to utilize an escrow account, the City will be responsible for processing NSFs and issuing refunds.
$4.00
$4.00
Monthly Minimum
• A minimum fee of $250.00 will be charged monthly if services do not reach this level
$250.00
$250.00
7IPage
545

Data Ticket, Inc.
seet, Suite 300 Irvine, CA 92614
(O) 949-752-6937; (O) 949-428-7240
City of Placentia
RFP for Profe.

Code Enforcement Citation Processing
Payment Plan Processing:

An individual requesting a payment plan will be charged a fee as follows: $15.00 for payment plans for a dollar value of $.01 to $200.00; $20.00 for payment plans for a dollar value of $200.01 to $500.00; $50.00 for a payment plans for a dollar value equal to or above $500.01.

Credit Card Chargeback Processing (paid by the patron) $33.50 per transaction • If a chargeback occurs, a fee will be charged to the Patron for the processing of the chargeback
• No fee will be charged to the Agency
Cost Increases:

Postal Rate Increase Offset — If postal rates increase during the term of the agreement, fees to DTI shall be raised immediately to offset the effect of the actual postal rate increase.

CPI Increases — There will be NO CPI increases for the duration of the agreement. 8IPage
546

Data Ticket, Inc. City of Placentia
,treet, Suite 300 Irvine, CA 92614 RFP for Profes , Sery (O) 949-752-6937; (O) 949-428-7240 Code Enforcement Citation Processing

THANK YOU
9IPage
547

Docusign Envelope ID: 269164E4-367A-8DAD-8211-8ECE87D862A5

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. 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. Standards for Insurance Companies All insurance policies shall be issued by an 14 [DATA TICKET INC.]
Rev. 01/2024
548

Docusign Envelope ID: 269164E4-367A-8DAD-8211-8ECE87D862A5 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. Defense fees and costs shall not deplete the limits of any insurance provided under this Agreement.

5. 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.

6. 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.

7. Consultant agrees to waive, and to obtain endorsements from insurers waiving, subrogation rights against the City, its officers, agents, employees, and volunteers for losses arising from work performed by Consultant for the City and to require each of its subcontractors, if any, to do likewise under their insurance policies. 15 [DATA TICKET INC.]
Rev. 01/2024
549

Docusign Envelope ID: 269164E4-367A-8DAD-8211-8ECE87D862A5

8. Coverage shall be on a standard occurrence form. Claims -made forms are not acceptable. Modified, limited, or restricted occurrence forms are not acceptable. 16 [DATA TICKET INC.]
Rev. 01/2024
550

Docusign Envelope ID: 269164E4-367A-8DAD-8211-8ECE87D862A5

EXHIBIT C

CERTIFICATES OF INSURANCE AND ENDORSEMENTS
17 [DATA TICKET INC.]
Rev. 01/2024
551

A`�RO
® CERTIFICATE OF LIABILITY INSURANCE

DATE (MMIDDIYYYY)
5/4/2026
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS

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

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

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

PRODUCER
PIA Select Insurance Solutions - Service Location
1206 Via Estio
Santa Maria CA 93454
NAME; Lynette (Lynn) Eye
(AI(CNNo, Ext): 805-975-3531 FAX
No): N/A
AD RESS: [email protected]

INSURER(S) AFFORDING COVERAGE
NAIC #
INSURER A : Colony Insurance Company
39993

INSURED
Data Ticket, Inc.

DBA: Revenue Experts
2603 Main Street, Ste. 300
Irvine CA 92614-4200
INSURER B : Employers Assurance Co.
25402
INSURER C : Continental Casualty Company
20443
INSURER D : Arch Specialty Insurance Company & see attached 21199
INSURER E : Travelers Casualty and Surety Company of America 31194
INSURER F :

COVERAGES
CERTIFICATE NUMBER:

REVISION NUMBER:

THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS

CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE NSURANCE 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
LTR

TYPE OF INSURANCE
AUULbUISK
INSD
WVD

POLICY NUMBER
POLICY tl-F
(MM/DD/YYYY)
POLICY tXP
(MM/DD/YYYY)
LIMITS
A
X

COMMERCIAL GENERAL LIABILITY
Y
Y
103 GL 0215056-02
11/01/2025
11/01/2026

EACH OCCURRENCE
$ 1,000,000
UAMALt I O KtN I tU
PREMISES (Ea occurrence)

$ 100,000

CLAIMS -MADE
X
OCCUR
MED EXP (Any one person)
$ 5,000

PERSONAL & ADV INJURY
$ 1,000,000

GENERAL AGGREGATE
$ 2,000,000
GEN'L
X

AGGREGATE
POLICY
OTHER:

LIMIT APPLIES
PRO-
JECT _
PER:

LOC

PRODUCTS - COMP/OP AGG
$ 2,000,000
$
A

AUTOMOBILE
—
ek

LIABILITY

ANY AUTO
AWNED

AUTOS ONLY
HIRED

AUTOS ONLY
—
X

SCHEDULED
AUTOS

NON -OWNED

AUTOS ONLY
Y
Y
103 GL 0215056-02
11/01/2025
11/01/2026
UUMHINEU SIN(GLt LIMI I
(Ea accident)
$ 1,000,000
BODILY INJURY (Per person)
$
BODILY INJURY (Per accident)
$
PROPER' YUAMAGt
(Per accident)
$
A
X

UMBRELLA LIAB

EXCESS LIAB
OCCUR

CLAIMS -MADE
XS176835
11/01/2025
11/01/2026

EACH OCCURRENCE
$ 3,000,000

AGGREGATE
$ 3,000,000
DED
RETENTION $
$
B

WORKERS COMPENSATION

AND EMPLOYERS' LIABILITY

ANY PROPRIETOR/PARTNER/EXECUTIVE
OFFICER/MEMBER EXCLUDED?
(Mandatory in NH)
If yes, describe under
DESCRIPTION OF OPERATIONS below
Y / N
Y
N/A
Y
EIG4581764-06
11/01/2025
11/01/2026
X

PTNTUTE
ER H
E.L. EACH ACCIDENT
$ 1,000,000
E.L. DISEASE - EA EMPLOYEE
$ 1,000,000
E.L. DISEASE - POLICY LIMIT
$ 1,000,000
See attached Additional Remarks
Schedule for additional policies
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) It is agreed the Certificate Holder listed below is included as Additional Insured including Waiver of Subrogation and coverage is Primary & Non -Contributory as required by written contract (see attached).

Workers Compensation policy includes a blanket Waiver of Subrogation (see attached).

CERTIFICATE HOLDER

CANCELLATION
City of Placentia, its officers, officials, agents, employees, and volunteers
401 E. Chapman Ave.

Placentia CA 92870

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE

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

AUTHORIZED REPRESENTATIVE
ACORD 25 (2016/03)
© 1988-2015 ACORD CORPORATION. All rights reserved.

The ACORD name and logo are registered marks of ACORD
552

AGENCY CUSTOMER ID:

LOC #:

ACORO®

ADDITIONAL REMARKS SCHEDULE
Page of
AGENCY
PIA Select Insurance Solutions

NAMED INSURED
Data Ticket, Inc.

DBA: Revenue Experts

POLICY NUMBER
Various policies -sea below

CARRIER
Various carriers -see below

NAIC CODE
EFFECTIVE DATE: Various dates

ADDITIONAL REMARKS

THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER: 25 FORM TITLE: Attachment to Certificate of insurance Insurer C: Continental Casualty Company
Professional Liability/Errors & Omissions Policy #287188360 Policy period: 11/1/2025 to 11/1/2026 Limit: $2,000,000 per claim/aggregate $10,000 Retention per claim Insurer D: Arch Specialty, Ascot Specialty, Aspen Specialty, Fireman's Fund & Fortegra Specialty Insurance Companies Cyber Liability Policy #C-4LPY-035907-CYBER-2025 Policy period: 11/1/2025 to 11/1/2026 Limit: $3,000,000 each occurrence/aggregate $10,000 Retention per claim Insurer E: Travelers Casualty and Surety Company of America Crime/Fidelity Policy #105702099 Policy period: 11/1/2025 to 11/1/2028 Limit: $1,000,000 each occurrence $25,000 Retention per claim ACORD 101 (2008/01)
® 2008 ACORD CORPORATION. All rights reserved.

The ACORD name and logo are registered marks of ACORD
553

103 GL 0215056-02
POLICY NUMBER: 103 GL 0215056-02

COMMERCIAL GENERAL LIABILITY
CG 20 10 12 19
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

ADDITIONAL INSURED - OWNERS, LESSEES OR

CONTRACTORS - SCHEDULED PERSON OR

ORGANIZATION
This endorsement modifies insurance provided under the following:

COMMERCIAL GENERAL LIABILITY COVERAGE PART

SCHEDULE
Name Of Additional Insured Person(s)
Or Organization(s)
Location(s) Of Covered Operations
As required by written contract with the Named Insured
that is executed by the parties to the contract prior to the commencement of work that is called for in the
contract.

All locations which are afforded coverage under this
policy.

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

A. Section II — Who Is An Insured is amended to
include as an additional insured the person(s) or
organization(s) shown in the Schedule, but only
with respect to liability for "bodily injury", "property damage" or "personal and advertising injury"
caused, in whole or in part, by:

1. Your acts or omissions; or

2. The acts or omissions of those acting on your
behalf;
in the performance of your ongoing operations for
the additional insured(s) at the location(s)
designated above.

However:

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

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

B. With respect to the insurance afforded to these
additional insureds, the following additional
exclusions apply:

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

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

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

CG 20 10 12 19
© Insurance Services Office, Inc., 2018 Page 1 of 2
554

103 GL 0215056-02
C. With respect to the insurance afforded to these
additional insureds, the following is added to
Section III — Limits Of Insurance:
if coverage provided to the additional insured is
required by a contract or agreement, the most we
will pay on behalf of the additional insured is the
amount of insurance:

1. Required by the contract or agreement; or

2. Available under the applicable limits of
insurance;
whichever is less.

This endorsement shall not increase the
applicable limits of insurance.

© Insurance Services Office, Inc., 2018 CG 20 10 12 19
555

103 GL 0215056-02
POLICY NUMBER: 103 GL 0215056-02 COMMERCIAL GENERAL LIABILITY CG 20 37 12 19
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

ADDITIONAL INSURED - OWNERS, LESSEES OR

CONTRACTORS - COMPLETED OPERATIONS
This endorsement modifies insurance provided under the following:

COMMERCIAL GENERAL LIABILITY COVERAGE PART

PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART

SCHEDULE
Name Of Additional Insured Person(s)
Or Organization(s)
Location And Description Of Completed Operations
As required by written contract with the Named Insured
that is executed by the parties to the contract prior to the commencement of work that is called for in the
contract.

All locations which are afforded coverage under this policy.

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

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

However:

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

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

CG 20 37 12 19
B. With respect to the insurance afforded to these
additional insureds, the following is added to
Section III — Limits Of Insuranoo:

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

1. Required by the contract or agreement; or

2. Available under the applicable limits of
insurance;
whichever is less.

This endorsement shall not increase the
applicable limits of insurance.
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103 GL 0215056-02
POLICY NUMBER: 103 GL 0215056-02 COMMERCIAL GENERAL LIABILITY CG 24 04 12 19

WAIVER OF TRANSFER OF RIGHTS OF RECOVERY

AGAINST OTHERS TO US (WAIVER OF SUBROGATION)
This endorsement modifies insurance provided under the following:

COMMERCIAL GENERAL LIABILITY COVERAGE PART

ELECTRONIC DATA LIABILITY COVERAGE PART

LIQUOR LIABILITY COVERAGE PART

POLLUTION LIABILITY COVERAGE PART DESIGNATED SITES

POLLUTION LIABILITY LIMITED COVERAGE PART DESIGNATED SITES

PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART

RAILROAD PROTECTIVE LIABILITY COVERAGE PART

UNDERGROUND STORAGE TANK POLICY DESIGNATED TANKS

SCHEDULE
Name Of Person(s) Or Organization(s):

As required by written contract with the Named Insured that is executed by the parties to the contract prior to the commencement of work that is called for in the contract.

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

The following is added to Paragraph 8. Transfer Of
Rights Of Recovery Against Others To Us of
Section IV — Conditions:

We waive any right of recovery against the person(s)
or organization(s) shown in the Schedule above
because of payments we make under this Coverage
Part. Such waiver by us applies only to the extent that the insured has waived its right of recovery against
such person(s) or organization(s) prior to loss. This
endorsement applies only to the person(s) or
organizations) shown in the Schedule above.

CG 24 04 12 19
© Insurance Services Office, Inc., 2018 Page 1 of 1
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103 GL 0215056-02

COMMERCIAL GENERAL LIABILITY
CG 20 01 1219
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

PRIMARY AND NONCONTRIBUTORY -

OTHER INSURANCE CONDITION
This endorsement modifies insurance provided under the following:

COMMERCIAL GENERAL LIABILITY COVERAGE PART

LIQUOR LIABILITY COVERAGE PART

PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART
The following is added to the Other Insurance
Condition and supersedes any provision to the
contrary:

Primary And Noncontributory Insurance
This insurance is primary to and will not seek
contribution from any other insurance available to
an additional insured under your policy provided
that:
(1) The additional insured is a Named Insured
under such other insurance; and
(2) You have agreed in writing in a contract or
agreement that this insurance would be
primary and would not seek contribution
from any other insurance available to the
additional insured.

CG 20 01 1219
© Insurance Services Office, Inc., 2018 Page 1 of 1
558

103 GL 0215056-02
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

HIRED AUTO AND

NON -OWNED AUTO LIABILITY INSURANCE
This endorsement modifies insurance provided under the following:

COMMERCIAL GENERAL LIABILITY COVERAGE PART
This endorsement is subject to all of the provisions of the Commercial General Liability Coverage Part, except as otherwise provided in this endorsement. All numbers and letters used to designate paragraphs in this endorsement are specific to this endorsement only. They do not reference paragraphs in the Commercial General Liability Coverage Part. Insurance is provided only with respect to those coverages for which a specific Limit of Insurance and Premium are shown:

SCHEDULE
Coverage
Limits Of Insurance
Premium
Hired Auto Liability Insurance
$ 1,000,000 Each Occurrence Limit
$ Included
Non -owned Auto Liability Insurance
$ 1,000,000 Each Occurrence Limit
$ 1,000,000 Aggregate Limit
Information required to comolete this Schedule, if not shown above, will be shown in the Declarations.

A. Hired Auto Liability
The insurance provided under SECTION I - COVERAGES, COVERAGE A BODILY INJURY AND PROPERTY DAMAGE LIABILITY, applies to "bodily injury" or "property damage" arising out of the maintenance or use of a "hired auto" by you or your "employees" in the course of your business.

B. Non -owned Auto Liability
The insurance provided under SECTION I - COVERAGES, COVERAGE A BODILY INJURY AND PROPERTY DAMAGE LIABILITY, applies to "bodily injury" or "property damage" arising out of the use of a "non -owned auto" by any person in the course of your business.

C. Changes In Exclusions
With respect to the insurance provided by this endorsement:

1. The following exclusions under SECTION I - COVERAGES, COVERAGE A BODILY INJURY AND PROPERTY DAMAGE LIABILITY, 2. Exclusions, do not apply:
a. Contractual Liability;
b. Liquor Liability;
c. Employer's Liability;
d. Aircraft, Auto Or Watercraft;
e. Mobile Equipment;
f. Damage To Property;
g_ Damage To Your Product;
h. Damage To Your Work;
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103 GL 0215056-02
i. Damage To Impaired Property Or Property Not Physically Injured; and j. Recall Of Products, Work Or Impaired Property.

2. SECTION I - COVERAGES, COVERAGE A BODILY INJURY AND PROPERTY DAMAGE LIABILITY, 2. Exclusions, is amended and the following are added:

This insurance does not apply to:
a. "Bodily injury" or "property damage" for which the insured is obligated to pay damages by rea- son of the assumption of liability in a contract or agreement. This exclusion does not apply to li- ability for damages:
(1) That the insured would have in the absence of the contract or agreement; or (2) Assumed in a contract or agreement that is an "insured contract", provided the "bodily injury" or "property damage" occurs subsequent to the execution of the contract or agreement. b. "Bodily injury" to:
(1) An "employee" of the insured arising out of and in the course of:
(a) Employment by the insured; or
(b) Performing duties related to the conduct of the insured's business; or (2) The spouse, child, parent, brother or sister of that "employee" as a consequence of Para- graph (1) above.

This exclusion applies:
(1) Whether the insured may be liable as an employer or in any other capacity; and (2) To any obligation to share damages with or repay someone &se who must pay the damages because of the injury.

This exclusion does not apply to:
(1) Liability assumed by the insured under an "insured contract"; or (2) "Bodily injury" to domestic "employees" not entitled to workers' compensation benefits. c. "Property damage" to:
(1) Property owned or being transported by, or rented or loaned to the insured; or (2) Property in the care, custody or control of the insured.

D. Who Is An Insured
For the purposes of this endorsement only, SECTION II - WHO IS AN INSURED, is deleted and re- placed by the following:

WHO IS AN INSURED

1. Each of the following is an insured under this insurance to the extent set forth below:
a. You.
b. Any other person using a "hired auto" with your permission in the course of your business. c. With respect to a "non -owned auto", any partner or "executive officer" of yours, but only while such "non -owned auto" is being used in your business.
d. Any other person or organization, but only with respect to their liability because of acts or omis- sions of an insured under Paragraph a., b. or c. above.

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103 GL 0215056-02

2. None of the following is an insured:
a. Any person engaged in the business of his or her employer with respect to "bodily injury" to any co -"employee" of such person injured in the course of employment, or to the spouse, child, par- ent, brother or sister of that co -"employee" as a consequence of such "bodily injury", or for any obligation to share damages with or repay someone else who must pay damages because of the injury;
b. Any partner or "executive officer" with respect to any "auto" owned by such partner or officer or a member of his or her household;
c. Any person while employed in or otherwise engaged in performing duties related to the conduct of an "auto business", other than an "auto business" you operate; d. The owner or lessee (of whom you are a sublessee) of a "hired auto" or the owner of a "non - owned auto" or any agent or "employee" of any such owner or lessee; e. Any person or organization 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.

E. Limits Of Insurance
For the purposes of this endorsement only, SECTION III - LIMITS OF INSURANCE, is deleted and replaced by the following:

LIMITS OF INSURANCE
Regardless of the number of "hired autos", "non -owned autos", insureds, premiums paid, claims made or vehicles involved in the "occurrence", the most we will pay for all damages resulting from any one "occurrence" is the applicable Limit of Insurance shown in the Schedule of this endorsement or in the Declarations.

The Aggregate Limit is the most, subject to the Each Occurrence Limit, we will pay as damages for "bodily injury" or "property damage" sustained and expenses incurred in the defense and adjustment of all claims and "suits" regardless of how many persons assert claims or "suits" against you.

The Each Occurrence and Aggregate Limits described above are the most we will pay regardless of the number of insureds. These Limits of Insurance are subject to and not in addition to the General Aggregate Limit shown in the Declarations of the policy. Payments under these Limits of Insurance are part of and erode the policy General Aggregate Limit of Insurance shown in the Declarations.

F. Changes In Conditions
For the purposes of this endorsement only, the Other Insurance Provision of the Commercial Gen- eral Liability Conditions Section is deleted and replaced by the following:

OTHER INSURANCE
This insurance is excess over any primary insurance covering the "hired auto" or "non -owned auto".

G. Additional Definitions
For the purposes of this endorsement only, the following definitions are added to the Definitions Sec- tion:

1. "Auto business" means the business or occupation of selling, repairing, servicing, storing or park- ing "autos".

2. "Hired auto" means any "auto" you lease, hire, rent or borrow. This does not include any "auto" you lease, hire, rent or borrow from any of your "employees", your partners or your "executive officers", or members of their households.

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103 GL 0215056-02

3. "Non -owned auto" means any "auto" you do not own, lease, hire, rent or borrow which is used in connection with your business. This includes "autos" owned by your "employees", your partners or your "executive officers", or members of their households, but only while used in your business.

ALL OTHER TERMS AND CONDITIONS OF THE POLICY REMAIN UNCHANGED.

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103 GL 0215056-02
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

CANCELLATION
This endorsement modifies insurance provided under the following:

OUTPUT POLICY COVERAGE PART

COMMERCIAL AUTOMOBILE COVERAGE PART

COMMERCIAL GENERAL LIABILITY COVERAGE PART

COMMERCIAL INLAND MARINE COVERAGE PART

COMMERCIAL LIABILITY UMBRELLA COVERAGE PART

COMMERCIAL PROPERTY COVERAGE PART

CRIME AND FIDELITY COVERAGE PART

EMPLOYMENT -RELATED PRACTICES LIABILITY COVERAGE PART

EXCESS LIABILITY POLICY

FARM COVERAGE PART

FARM UMBRELLA LIABILITY POLICY

LIQUOR LIABILITY COVERAGE PART

PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART

PROFESSIONAL LIABILITY COVERAGE PART
Paragraph A. Cancellation of the COMMON POLICY CONDITIONS is amended as follows:

1. Paragraph 2. is replaced by the following:

2. We may cancel this policy by mailing or delivering to the first Named Insured written notice of cancellation at least:
a. 10 days before the effective date of cancellation if we cancel for one or more of the fol- lowing reasons:
(1) nonpayment of premium or failure to pay a premium when due; (2) conviction of an insured of a crime arising out of acts increasing the hazard insured against;
(3) violation of any local fire, health, safety, building or construction regulation or ordi- nance which increases the hazard insured against under the policy; (4) any willful or reckless act or omission by an insured increasing the hazard insured against;
(5) omission or concealment of fact relating to an insurance application, rating, claim or coverage under this policy;
(6) failure or refusal of an insured to:
(a) provide information necessary to confirm exposure or determine the policy premi- um; or
(b) comply with underwriting requirements;
(7) a substantial change in the risk covered by the policy; (8) loss of reinsurance or substantial decrease in reinsurance; (9) the cancellation is for all insureds under such policies for a given class of insureds; or (10) any reason determined by the insurance commissioner. b. 30 days before the effective date of cancellation if we cancel for any other reason.

2. Paragraph 5. is amended by the addition of the following:

Any premium refund will be subject to the minimum eamed premium for this policy, if applicable.

ALL OTHER TERMS AND CONDITIONS OF THE POLICY REMAIN UNCHANGED.

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563

WORKERS COMPENSATION AND EMPLOYERS UABIUTY II'iSURAOCE POLICY WC040306
(Ed. 4-84)

WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT -CALIFORNIA We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enflame our right Egiinet the person or o gsnumorr frawnwo en r.. ANINtrunehtartur. C*+�+� - --•. .1 only to 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
With respect to all employees subject to the
workers' compensation laws of the state of
California. any parson or organization for whom
the Named Insured has agreed by written
contract to furnish this waiver.

Job Description
This policy is subject to a minimum charge of $260 for the issuance of waivers of subrogation This endorsement changes the policy to which it Ls attached and la afi`active on the date issued unitise otherwise stated. (The Intannation below la roqutred only when this endorsement to toned oagse$usrt to preparation of the policy.) This endorsement, effective 11/01/2025
Policy No. EIG 4581764 06
Issued to DATA TICKET, INC.

Premium 519,883
Countersigned at on
at 12:01 AM standard time, forms a part of
Of the EMPLOYERS ASSURANCE CO.

Carrier Code 00919
Endorsement No.

Authorised RepresenbhM
WC 04 03 08
(Ed. 4-84) ® 1998 try the Workers' Compensation Insurance Rating Bureau of California, All rights reserved. 564

I VJ V V VL 1 JVJV-Vl.

POLICY NUMBER: 103 GL 0215056-02

COMMERCIAL GENERAL LIABILITY
CG 20 10 12 19
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

ADDITIONAL INSURED - OWNERS, LESSEES OR

CONTRACTORS - SCHEDULED PERSON OR

ORGANIZATION
This endorsement modifies insurance provided under the following:

COMMERCIAL GENERAL LIABILITY COVERAGE PART

SCHEDULE
Name Of Additional Insured Person(s)
Or Organization(s)
Location(s) Of Covered Operations
As required by written contract with the Named Insured
that is executed by the parties to the contract prior to the commencement of work that is called for in the
contract.

All locations which are afforded coverage under this
policy.

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

A. Section H — Who Is An Insured is amended to
include as an additional insured the person(s) or
organization(s) shown in the Schedule, but only
with respect to liability for "bodily injury", "property damage" or "personal and advertising injury"
caused, in whole or in part, by:

1. Your acts or omissions; or

2. The acts or omissions of those acting on your
behalf;
in the performance of your ongoing operations for
the additional insured(s) at the location(s)
designated above.

However:

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

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

B. With respect to the insurance afforded to these
additional insureds, the following additional
exclusions apply:

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

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

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

CG 20 10 12 19
© Insurance Services Office, Inc., 2018

IVJ VV V L I JVJV-VL
C. With respect to the insurance afforded to these
additional insureds, the following is added to
Section III — Limits Of Insurance:

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

1. Required by the contract or agreement; or

2. Available under the applicable limits of
insurance;
whichever is less.

This endorsement shall not increase the
applicable limits of insurance.

© Insurance Services Office, Inc., 2018 CG 20 10 12 19
566

IS/ V ,PL V L IVVVV-VL
POLICY NUMBER: 103 GL 0215056-02 COMMERCIAL GENERAL LIABILITY CG 20 37 12 19
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

ADDITIONAL INSURED - OWNERS, LESSEES OR

CONTRACTORS - COMPLETED OPERATIONS
This endorsement modifies insurance provided under the following:

COMMERCIAL GENERAL LIABILITY COVERAGE PART

PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART

SCHEDULE
Name Of Additional Insured Person(s)
Or Organization(s)
Location And Description Of Completed Operations
As required by written contract with the Named Insured
that is executed by the parties to the contract prior to the commencement of work that is called for in the
contract.

All locations which are afforded coverage under this policy.

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

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

However:

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

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

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

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

1. Required by the contract or agreement; or

2. Available under the applicable limits of
insurance;
whichever is less.

This endorsement shall not increase the
applicable limits of insurance.

CG 20 37 12 19
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567

IVV VV ,II. IVVVV-VL
POLICY NUMBER: 103 GL 0215056-02 COMMERCIAL GENERAL LIABILITY CG 24 04 12 19

WAIVER OF TRANSFER OF RIGHTS OF RECOVERY

AGAINST OTHERS TO US (WAIVER OF SUBROGATION)
This endorsement modifies insurance provided under the following:

COMMERCIAL GENERAL LIABILITY COVERAGE PART

ELECTRONIC DATA LIABILITY COVERAGE PART

LIQUOR LIABILITY COVERAGE PART

POLLUTION LIABILITY COVERAGE PART DESIGNATED SITES

POLLUTION LIABILITY LIMITED COVERAGE PART DESIGNATED SITES

PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART

RAILROAD PROTECTIVE LIABILITY COVERAGE PART

UNDERGROUND STORAGE TANK POLICY DESIGNATED TANKS

SCHEDULE
Name Of Person(s) Or Organization(s):

As required by written contract with the Named Insured that is executed by the parties to the contract prior to the commencement of work that is called for in the contract.

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

The following is added to Paragraph 8. Transfer Of
Rights Of Recovery Against Others To Us of
Section IV — Conditions:

We waive any right of recovery against the person(s)
or organization(s) shown in the Schedule above
because of payments we make under this Coverage
Part. Such waiver by us applies only to the extent that the insured has waived its right of recovery against
such person(s) or organization(s) prior to loss. This
endorsement applies only to the person(s) or
organization(s) shown in the Schedule above.

CG 24 04 12 19
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568

IVV V1, VL IVV VV-VL

COMMERCIAL GENERAL LIABILITY
CG 20 01 12 19
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

PRIMARY AND NONCONTRIBUTORY -

OTHER INSURANCE CONDITION
This endorsement modifies insurance provided under the following:

COMMERCIAL GENERAL LIABILITY COVERAGE PART

LIQUOR LIABILITY COVERAGE PART

PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART
The following is added to the Other Insurance
Condition and supersedes any provision to the
contrary:

Primary And Noncontributory Insurance
This insurance is primary to and will not seek
contribution from any other insurance available to
an additional insured under your policy provided
that:
(1) The additional insured is a Named Insured
under such other insurance; and
(2) You have agreed in writing in a contract or
agreement that this insurance would be
primary and would not seek contribution
from any other insurance available to the
additional insured.

CG 20 01 12 19
© Insurance Services Office, Inc., 2018 Page 1 of 1
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103 GL 0215056-02
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

HIRED AUTO AND

NON -OWNED AUTO LIABILITY INSURANCE
This endorsement modifies insurance provided under the following:

COMMERCIAL GENERAL LIABILITY COVERAGE PART
This endorsement is subject to all of the provisions of the Commercial General Liability Coverage Part, except as otherwise provided in this endorsement. All numbers and letters used to designate paragraphs in this endorsement are specific to this endorsement only. They do not reference paragraphs in the Commercial General Liability Coverage Part. Insurance is provided only with respect to those coverages for which a specific Limit of Insurance and Premium are shown:

SCHEDULE
Coverage
Limits Of Insurance
Premium
Hired Auto Liability Insurance
$ 1,000,000 Each Occurrence Limit
$ Included
Non -owned Auto Liability Insurance
$ 1,000,000 Each Occurrence Limit
$ 1,000,000 Aggregate Limit
Information required to complete this Schedule, if not shown above, will be shown in the Declarations.

A. Hired Auto Liability
The insurance provided under SECTION I - COVERAGES, COVERAGE A BODILY INJURY AND PROPERTY DAMAGE LIABILITY, applies to "bodily injury" or "property damage" arising out of the maintenance or use of a "hired auto" by you or your "employees" in the course of your business.

B. Non -owned Auto Liability
The insurance provided under SECTION I - COVERAGES, COVERAGE A BODILY INJURY AND PROPERTY DAMAGE LIABILITY, applies to "bodily injury" or "property damage" arising out of the use of a "non -owned auto" by any person in the course of your business.

C. Changes In Exclusions
With respect to the insurance provided by this endorsement:

1. The following exclusions under SECTION I - COVERAGES, COVERAGE A BODILY INJURY AND PROPERTY DAMAGE LIABILITY, 2. Exclusions, do not apply:
a. Contractual Liability;
b. Liquor Liability;
c. Employer's Liability;
d. Aircraft, Auto Or Watercraft;
e. Mobile Equipment;
f. Damage To Property;
g. Damage To Your Product;
h. Damage To Your Work;
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103 GL 0215056-02
i. Damage To Impaired Property Or Property Not Physically Injured; and j. Recall Of Products, Work Or Impaired Property.

2. SECTION I - COVERAGES, COVERAGE A BODILY INJURY AND PROPERTY DAMAGE LIABILITY, 2. Exclusions, is amended and the following are added:

This insurance does not apply to:
a. "Bodily injury" or "property damage" for which the insured is obligated to pay damages by rea- son of the assumption of liability in a contract or agreement. This exclusion does not apply to li- ability for damages:
(1) That the insured would have in the absence of the contract or agreement; or (2) Assumed in a contract or agreement that is an "insured contract", provided the "bodily injury" or "property damage" occurs subsequent to the execution of the contract or agreement. b. "Bodily injury" to:
(1) An "employee" of the insured arising out of and in the course of:
(a) Employment by the insured; or
(b) Performing duties related to the conduct of the insured's business; or (2) The spouse, child, parent, brother or sister of that "employee" as a consequence of Para- graph (1) above.

This exclusion applies:
(1) Whether the insured may be liable as an employer or in any other capacity; and (2) To any obligation to share damages with or repay someone else who must pay the damages because of the injury.

This exclusion does not apply to:
(1) Liability assumed by the insured under an "insured contract"; or (2) "Bodily injury" to domestic "employees" not entitled to workers' compensation benefits. c. "Property damage" to:
(1) Property owned or being transported by, or rented or loaned to the insured; or (2) Property in the care, custody or control of the insured.

D. Who Is An Insured
For the purposes of this endorsement only, SECTION II - WHO IS AN INSURED, is deleted and re- placed by the following:

WHO IS AN INSURED

1. Each of the following is an insured under this insurance to the extent set forth below:
a. You.
b. Any other person using a "hired auto" with your permission in the course of your business. c. With respect to a "non -owned auto", any partner or "executive officer" of yours, but only while such "non -owned auto" is being used in your business.
d. Any other person or organization, but only with respect to their liability because of acts or omis- sions of an insured under Paragraph a., b. or c. above.

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2. None of the following is an insured:
a. Any person engaged in the business of his or her employer with respect to "bodily injury" to any co -"employee" of such person injured in the course of employment, or to the spouse, child, par- ent, brother or sister of that co -"employee" as a consequence of such "bodily injury", or for any obligation to share damages with or repay someone else who must pay damages because of the injury;
b. Any partner or "executive officer" with respect to any "auto" owned by such partner or officer or a member of his or her household;
c. Any person while employed in or otherwise engaged in performing duties related to the conduct of an "auto business", other than an "auto business" you operate; d. The owner or lessee (of whom you are a sublessee) of a "hired auto" or the owner of a "non - owned auto" or any agent or "employee" of any such owner or lessee; e. Any person or organization 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.

E. Limits Of Insurance
For the purposes of this endorsement only, SECTION III - LIMITS OF INSURANCE, is deleted and replaced by the following:

LIMITS OF INSURANCE
Regardless of the number of "hired autos", "non -owned autos", insureds, premiums paid, claims made or vehicles involved in the "occurrence", the most we will pay for all damages resulting from any one "occurrence" is the applicable Limit of Insurance shown in the Schedule of this endorsement or in the Declarations.

The Aggregate Limit is the most, subject to the Each Occurrence Limit, we will pay as damages for "bodily injury" or "property damage" sustained and expenses incurred in the defense and adjustment of all claims and "suits" regardless of how many persons assert claims or "suits" against you.

The Each Occurrence and Aggregate Limits described above are the most we will pay regardless of the number of insureds. These Limits of Insurance are subject to and not in addition to the General Aggregate Limit shown in the Declarations of the policy. Payments under these Limits of Insurance are part of and erode the policy General Aggregate Limit of Insurance shown in the Declarations.

F. Changes In Conditions
For the purposes of this endorsement only, the Other Insurance Provision of the Commercial Gen- eral Liability Conditions Section is deleted and replaced by the following:

OTHER INSURANCE
This insurance is excess over any primary insurance covering the "hired auto" or "non -owned auto".

G. Additional Definitions
For the purposes of this endorsement only, the following definitions are added to the Definitions Sec- tion:

1. "Auto business" means the business or occupation of selling, repairing, servicing, storing or park- ing "autos".

2. "Hired auto" means any "auto" you lease, hire, rent or borrow. This does not include any "auto" you lease, hire, rent or borrow from any of your "employees", your partners or your "executive officers", or members of their households.

U132A-0908
Includes copyrighted material of Insurance Services Office, Inc. Page 3 of 4 with its permission.
572

103 GL 0215056-02

3. "Non -owned auto" means any "auto" you do not own, lease, hire, rent or borrow which is used in connection with your business. This includes "autos" owned by your "employees", your partners or your "executive officers", or members of their households, but only while used in your business.

ALL OTHER TERMS AND CONDITIONS OF THE POLICY REMAIN UNCHANGED.

U132A-0908
Includes copyrighted material of Insurance Services Office, Inc. Page 4 of 4 with its permission.
573

THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

CANCELLATION
This endorsement modifies insurance provided under the following:

OUTPUT POLICY COVERAGE PART

COMMERCIAL AUTOMOBILE COVERAGE PART

COMMERCIAL GENERAL LIABILITY COVERAGE PART

COMMERCIAL INLAND MARINE COVERAGE PART

COMMERCIAL LIABILITY UMBRELLA COVERAGE PART

COMMERCIAL PROPERTY COVERAGE PART

CRIME AND FIDELITY COVERAGE PART

EMPLOYMENT -RELATED PRACTICES LIABILITY COVERAGE PART

EXCESS LIABILITY POLICY

FARM COVERAGE PART

FARM UMBRELLA LIABILITY POLICY

LIQUOR LIABILITY COVERAGE PART

PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART

PROFESSIONAL LIABILITY COVERAGE PART
Paragraph A. Cancellation of the COMMON POLICY CONDITIONS is amended as follows:

1. Paragraph 2. is replaced by the following:

2. We may cancel this policy by mailing or delivering to the first Named Insured written notice of cancellation at least:
a. 10 days before the effective date of cancellation if we cancel for one or more of the fol- lowing reasons:
(1) nonpayment of premium or failure to pay a premium when due; (2) conviction of an insured of a crime arising out of acts increasing the hazard insured against;
(3) violation of any local fire, health, safety, building or construction regulation or ordi- nance which increases the hazard insured against under the policy; (4) any willful or reckless act or omission by an insured increasing the hazard insured against;
(5) omission or concealment of fact relating to an insurance application, rating, claim or coverage under this policy;
(6) failure or refusal of an insured to:
(a) provide information necessary to confirm exposure or determine the policy premi- um; or
(b) comply with underwriting requirements;
(7) a substantial change in the risk covered by the policy; (8) loss of reinsurance or substantial decrease in reinsurance; (9) the cancellation is for all insureds under such policies for a given class of insureds; or (10) any reason determined by the insurance commissioner. b. 30 days before the effective date of cancellation if we cancel for any other reason.

2. Paragraph 5. is amended by the addition of the following:

Any premium refund will be subject to the minimum earned premium for this policy, if applicable.

ALL OTHER TERMS AND CONDITIONS OF THE POLICY REMAIN UNCHANGED.

U173AS-1023 Includes copyrighted material of Insurance Services Office, Inc., Page 1 of 1 with its permission.
574

WORKERS COMPENSATION AND EMPLOYERS LIABILITY INSURANCE POLICY WC 04 03 06
(Ed. 4-84)

WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT -CALIFORNIA 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
With respect to all employees subject to the
workers' compensation laws of the state of
California, any person or organization for whom
the Named Insured has agreed by written
contract to furnish this waiver.

This policy is subject to a minimum charge of $250 for the issuance of waivers of subrogation 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.) This endorsement, effective 11/01/2025 at 12:01 AM standard time, forms a part of Policy No. EIG 4581764 06 Of the EMPLOYERS ASSURANCE CO.

Carrier Code 00919
Issued to DATA TICKET, INC. Endorsement No.

Premium $19,863
Countersigned at on By:

Authorized Representative
WC 04 03 06
(Ed. 4-84) © 1998 by the Workers' Compensation Insurance Rating Bureau of California. All rights reserved. 575

AGENCY CUSTOMER ID:

LOC #:

ACO

ADDITIONAL REMARKS SCHEDULE
Page of
AGENCY
PIA Select Insurance Solutions

NAMED INSURED
Data Ticket, Inc.

DBA: Revenue Experts

POLICY NUMBER
Various policies -see below

CARRIER
Various carriers -see below

NAIC CODE
EFFECTIVE DATE: Various dates

ADDITIONAL REMARKS

THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER: 25 FORM TITLE: Attachment to Certificate of insurance Insurer C: Continental Casualty Company
Professional Liability/Errors & Omissions Policy #287188360 Policy period: 11/1/2025 to 11/1/2026 Limit: $2,000,000 per claim/aggregate $10,000 Retention per claim Insurer D: Arch Specialty, Ascot Specialty, Aspen Specialty, Fireman's Fund & Fortegra Specialty Insurance Companies Cyber Liability Policy #C-4LPY-035907-CYBER-2025 Policy period: 11/1/2025 to 11/1/2026 Limit: $3,000,000 each occurrence/aggregate $10,000 Retention per claim Insurer E: Travelers Casualty and Surety Company of America Crime/Fidelity Policy #105702099 Policy period: 11/1/2025 to 11/1/2028 Limit: $1,000,000 each occurrence $25,000 Retention per claim ACORD 101 (2008/01)
© 2008 ACORD CORPORATION. All rights reserved.

The ACORD name and logo are registered marks of ACORD
576

Docusign Envelope ID: 269164E4-367A-8DAD-8211-8ECE87D862A5

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.
577

Docusign Envelope ID: 269164E4-367A-8DAD-8211-8ECE87D862A5 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 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 578

Docusign Envelope ID: 269164E4-367A-8DAD-8211-8ECE87D862A5 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.
[Alternative language for "Burning Limit" insurance policies. Delete the above language and add the following: 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, 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 579

Docusign Envelope ID: 269164E4-367A-8DAD-8211-8ECE87D862A5 acceptable. Modified, limited, or restricted occurrence forms are not acceptable. 580

docusign.

Certificate Of Completion
Envelope Id: 269164E4-367A-8DAD-8211-8ECE87D862A5 Status: Completed Subject: Complete with Docusign: PSA Data Ticket.pdf, Insurance Exhibit for Professional Services - Upda...

Source Envelope:

Document Pages: 21
Certificate Pages: 4
AutoNav: Enabled
Envelopeld Stamping: Enabled
Time Zone: (UTC-08:00) Pacific Time (US & Canada)
Signatures: 1
Initials: 0
Envelope Originator:

Margie McCoy
401 E. Chapman Avenue
Placentia, CA 92870
[email protected]
IP Address: 12.163.132.66
Record Tracking
Status: Original
6/3/2026 5:36:57 PM
Security Appliance Status: Connected
Holder: Margie McCoy
[email protected]
Pool: StateLocal
Location: DocuSign
Signer Events
Signature
Timestamp
Brook Westcott
[email protected]
Chief Operating Officer
Data Ticket, Inc.

Security Level: Email, Account Authentication
(None)
Electronic Record and Signature Disclosure:

Accepted: 6/4/2026 8:02:15 AM
ID: 9ea82bf1-e116-4844-92b2-19ec2d7061ab
1-DocuSigned by:
$000k WL4XcoxX
'-8E96EEC8E9D442D...

Signature Adoption: Pre -selected Style
Using IP Address: 153.67.167.122
Signed using mobile
Sent: 6/3/2026 5:42:17 PM
Viewed: 6/4/2026 8:02:15 AM
Signed: 6/4/2026 8:05:22 AM
Freeform Signing
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6/3/2026 5:42:17 PM
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6/4/2026 8:05:22 AM
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Electronic Record and Signature Disclosure
581

Electronic Record and Signature Disclosure created on: 9/26/2018 1:17:11 PM Parties agreed to: Brook Westcott

ELECTRONIC RECORD AND SIGNATURE DISCLOSURE
From time to time, Carahsoft OBO City of Placentia (we, us or Company) may be required by law to provide to you certain written notices or disclosures. Described below are the terms and conditions for providing to you such notices and disclosures electronically through the DocuSign system. Please read the information below carefully and thoroughly, and if you can access this information electronically to your satisfaction and agree to this Electronic Record and Signature Disclosure (ERSD), please confirm your agreement by selecting the check -box next to 'I agree to use electronic records and signatures' before clicking `CONTINUE' within the DocuSign system.

Getting paper copies
At any time, you may request from us a paper copy of any record provided or made available electronically to you by us. You will have the ability to download and print documents we send to you through the DocuSign system during and immediately after the signing session and, if you elect to create a DocuSign account, you may access the documents for a limited period of time (usually 30 days) after such documents are first sent to you. After such time, if you wish for us to send you paper copies of any such documents from our office to you, you will be charged a $0.00 per -page fee. You may request delivery of such paper copies from us by following the procedure described below.

Withdrawing your consent
If you decide to receive notices and disclosures from us electronically, you may at any time change your mind and tell us that thereafter you want to receive required notices and disclosures only in paper format. How you must inform us of your decision to receive future notices and disclosure in paper format and withdraw your consent to receive notices and disclosures electronically is described below.

Consequences of changing your mind
If you elect to receive required notices and disclosures only in paper format, it will slow the speed at which we can complete certain steps in transactions with you and delivering services to you because we will need first to send the required notices or disclosures to you in paper format, and then wait until we receive back from you your acknowledgment of your receipt of such paper notices or disclosures. Further, you will no longer be able to use the DocuSign system to receive required notices and consents electronically from us or to sign electronically documents from us.

All notices and disclosures will be sent to you electronically 582

Unless you tell us otherwise in accordance with the procedures described herein, we will provide electronically to you through the DocuSign system all required notices, disclosures, authorizations, acknowledgements, and other documents that are required to be provided or made available to you during the course of our relationship with you. To reduce the chance of you inadvertently not receiving any notice or disclosure, we prefer to provide all of the required notices and disclosures to you by the same method and to the same address that you have given us. Thus, you can receive all the disclosures and notices electronically or in paper format through the paper mail delivery system. If you do not agree with this process, please let us know as described below. Please also see the paragraph immediately above that describes the consequences of your electing not to receive delivery of the notices and disclosures electronically from us.

How to contact Carahsoft OBO City of Placentia:

You may contact us to let us know of your changes as to how we may contact you electronically, to request paper copies of certain information from us, and to withdraw your prior consent to receive notices and disclosures electronically as follows:

To contact us by email send messages to: [email protected] To advise Carahsoft OBO City of Placentia of your new email address To let us know of a change in your email address where we should send notices and disclosures electronically to you, you must send an email message to us at [email protected] and in the body of such request you must state: your previous email address, your new email address. We do not require any other information from you to change your email address.

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To request paper copies from Carahsoft OBO City of Placentia To request delivery from us of paper copies of the notices and disclosures previously provided by us to you electronically, you must send us an email to [email protected] and in the body of such request you must state your email address, full name, mailing address, and telephone number. We will bill you for any fees at that time, if any.

To withdraw your consent with Carahsoft OBO City of Placentia To inform us that you no longer wish to receive future notices and disclosures in electronic format you may:
583

i. decline to sign a document from within your signing session, and on the subsequent page, select the check -box indicating you wish to withdraw your consent, or you may; ii. send us an email to [email protected] and in the body of such request you must state your email, full name, mailing address, and telephone number. We do not need any other information from you to withdraw consent.. The consequences of your withdrawing consent for online documents will be that transactions may take a longer time to process..

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The minimum system requirements for using the DocuSign system may change over time. The current system requirements are found here: https://support.docusign.com/guides/signer-guide- signing-system-rec uirements.

Acknowledging your access and consent to receive and sign documents electronically To confirm to us that you can access this information electronically, which will be similar to other electronic notices and disclosures that we will provide to you, please confirm that you have read this ERSD, and (i) that you are able to print on paper or electronically save this ERSD for your future reference and access; or (ii) that you are able to email this ERSD to an email address where you will be able to print on paper or save it for your future reference and access. Further, if you consent to receiving notices and disclosures exclusively in electronic format as described herein, then select the check -box next to 'I agree to use electronic records and signatures' before clicking `CONTINUE' within the DocuSign system.

By selecting the check -box next to 'I agree to use electronic records and signatures', you confirm that:
• You can access and read this Electronic Record and Signature Disclosure; and • You can print on paper this Electronic Record and Signature Disclosure, or save or send this Electronic Record and Disclosure to a location where you can print it, for future reference and access; and
• Until or unless you notify Carahsoft OBO City of Placentia as described above, you consent to receive exclusively through electronic means all notices, disclosures, authorizations, acknowledgements, and other documents that are required to be provided or made available to you by Carahsoft OBO City of Placentia during the course of your relationship with Carahsoft OBO City of Placentia.
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Agenda Item No: 1.q

PLACENTIA CITY COUNCIL AGENDA REPORT
Meeting Date: June 16, 2026
Submitted by: Joe Lambert
From: Development Services
Subject:

AWARD OF CONTRACT WITH CSG FOR PROVISION OF BUILDING INSPECTION,

PERMIT TECHNICIAN AND PLAN CHECK AND INSPECTION SERVICES Financial Impact:

Expense: $ 325,000 not -to -exceed Annual Amount
Budget: $ 240,000 FY2026-27 Budget
$1,625,000 Five -Year Term's Contract Total (2026-2031) Summary:

The Development Services Department released a Request for Proposals (RFP) for related to building plan check, building inspection, and other building related staffing as needed on April 30, 2026, with proposals due on May 15, 2026. Fifteen (15) firms responded by the deadline.

After a review by Development Services Department staff, it is recommended that CSG Consultants, Inc. be awarded a five-year agreement for a not -to -exceed amount of $325,000 per fiscal year based on their qualifications and proposal.

Recommended Action:

It is recommended that the City Council:

1. Approve the Professional Services Agreement with CSG Consultants, Inc., to provide professional services related to building plan check, building inspection, and other building related staffing as needed, for a cumulative contract not -to -exceed $1,625,000 ($325,000 per fiscal year) for a five-year term, with two additional one-year optional terms; and

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

Strategic Plan Statement:

By awarding this contract, the City continues to meet Strategic Plan Goal No. 2, Public Safety, ensuring quality building plan checks and inspections occur to provide a safe, family -friendly environment that protect residents, businesses and visitors.

Discussion:

In July 2020, the City contracted with CSG Consultants Inc. ("CSG") to provide contract staffing services to perform fire plan check and inspection services related to development. A series of four contract amendments between 2021 and 2025 were executed. CSG has been 585

providing building related services (plan check, inspection, staffing) since 2022. However, the current Professional Services Agreement (PSA) with CSG Consultants, Inc. will expire on June 30, 2026, and further administrative PSA amendments are not possible.

A Request for Proposals (RFP) for building plan check, building inspection, and other building related staffing as needed was circulated on April 30, 2026, with proposals due on May 15, 2026. Fifteen (15) firms responded by the deadline. After a review by Development Services Department staff, it is recommended that CSG Consultants, Inc. be awarded a PSA to provide professional services related to building plan check, building inspection, and other building related staffing as needed, for a cumulative contract not -to -exceed amount of $1,625,000 ($325,000 per fiscal year) for a five-year term, with two additional one-year optional terms.

This recommendation is based on their qualifications and proposal.

CSG has been providing quality services related to building plan check, building inspection, and other building related staffing since 2022. Staff has been pleased with the services provided. CSG's proposal is near or below the average of the 15 proposals received, but CSG has always provided above average service to the City, saving our residents and clients time and money. The proposed contractor will primarily conduct building plan checks, as most building inspections are now performed by City staff. However, the PSA would allow other related services as needed.

CSG submitted an RFP consistent with the needs of the City, and offered pricing consistent with the City's budgeted expenditures for the related tasks. In fact, CSG provides two methods of billing, one is an hourly flat fee, the other is taking a percentage of the Plan Check fee as required by the RFP. Generally speaking, the latter results in a cost savings for the City. The City chooses with billing method to use. It should be noted that CSG lowered both their hourly flat fee and their percentage of the Plan Check fee taken in upon staff negotiating with them.

With this, CSG's proposed fees are lower than the average fees proposed by the other responsible bidders.

Financial Summary:

The Agreement with CSG Consultants, Inc. is for a five-year period, with two additional one- year extensions, to be exercised at the City's sole discretion based upon the performance of the Contractor. The City budgets adequate annual funding utilizing fees generated by Development Services plan check receipts and permit fees. Therefore, funding for this work is sustainable and continues to be budgeted annually. Accordingly, sufficient funds exist for the recommended action.

Attachments

1. and 1.b. PSA CSG.docx

1.a. CSG Proposal.pdf

1.c. Insurance Certificates for CSG.pdf
586

CITY OF PLACENTIA

PROFESSIONAL SERVICES AGREEMENT
WITH
CSG CONSULTANTS, INC.

THIS AGREEMENT is made and entered into this 1St day of July, 2026 ("Effective Date"), by and between the CITY OF PLACENTIA, a municipal corporation ("City"), and CSG CONSULTANTS, INC., a [California corporation] ("Consultant").

WITNESSETH:

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

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

1.0. SERVICES PROVIDED BY CONSULTANT

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

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

1.3. Performance to Satisfaction of City. Consultant agrees to perform all the work to the complete satisfaction of the City and within the hereinafter specified. Evaluations of the work will be done by the City Administrator or his or her designee. If the quality of work is not satisfactory, City in its discretion has the right to:
587

(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.
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1.8. Confidentiality. Employees of Consultant in the course of their duties may have access to financial, accounting, statistical, and personnel data of private individuals and employees of City. Consultant covenants that all data, documents, discussion, or other information developed or received by Consultant or provided for performance of this Agreement are deemed confidential and shall not be disclosed by Consultant without written authorization by City. City shall grant such authorization if disclosure is required by law. All City data shall be returned to City upon the termination of this Agreement. Consultant's covenant under this Section shall survive the termination of this Agreement.

2.0. COMPENSATION AND BILLING

2.1. Compensation. Consultant shall be paid in accordance with the fee schedule set forth in Exhibit "A". Consultant's total compensation shall not exceed One -million six hundred twenty-five thousand Dollars $1,625,000 ($325,000 per Fiscal Year)), 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".
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3.2. Excusable Delays. Neither party shall be responsible for delays or lack of performance resulting from acts beyond the reasonable control of the party or parties. Such acts shall include, but not be limited to, acts of God, fire, strikes, material shortages, compliance with laws or regulations, riots, acts of war, or any other conditions beyond the reasonable control of a party. If a delay beyond the control of the Consultant is encountered, a time extension may be mutually agreed upon in writing by the City and the Consultant. The Consultant shall present documentation satisfactory to the City to substantiate any request for a time extension.

4.0. TERM AND TERMINATION

4.1. Term. This Agreement shall commence on the Effective Date and continue for a period of 60 months, ending on June 30, 2031, unless previously terminated as provided herein or as otherwise agreed to in writing by the parties. This Agreement may also be extended for two additional one-year terms by the City Administrator or designee based on the City's sole discretion..

4.2. Notice of Termination. The City reserves and has the right and privilege of canceling, suspending, or abandoning the execution of all or any part of the work contemplated by this Agreement, with or without cause, at any time, by providing at least fifteen (15) days prior written notice to Consultant. The termination of this Agreement shall be deemed effective upon receipt of the notice of termination. In the event of such termination, Consultant shall immediately stop rendering services under this Agreement unless directed otherwise by the City. If the City suspends, terminates, or abandons a portion of this Agreement such suspension, termination, or abandonment shall not make void or invalidate the remainder of this Agreement.

If the Consultant defaults in the performance of any of the terms or conditions of this Agreement, it shall have ten (10) days after service upon it of written notice of such default in which to cure the default by rendering a satisfactory performance. In the event that the Consultant fails to cure its default within such period of time, the City shall have the right, notwithstanding any other provision of this Agreement, to terminate this Agreement without further notice and without prejudice to any other remedy to which it may be entitled at law, in equity or under this Agreement.

The City shall have the right, notwithstanding any other provisions of this Agreement, to terminate this Agreement, at its option and without prejudice to any other remedy to which it may be entitled at law, in equity or under this Agreement, immediately upon service of written notice of termination on the Consultant, if the latter should:
a. Be adjudged a bankrupt;
b. Become insolvent or have a receiver of its assets or property appointed because of insolvency;
c. Make a general assignment for the benefit of creditors; d. Default in the performance of any obligation or payment of any indebtedness under this Agreement;
e. Suffer any judgment against it to remain unsatisfied or unbonded of record 4 [CSG Consultants]
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for thirty (30) days or longer; or
f. Institute or suffer to be instituted any procedures for reorganization or rearrangement of its affairs.

4.3. Compensation. In the event of termination, City shall pay Consultant for reasonable costs incurred and professional services satisfactorily performed up to and including the date of City's written notice of termination within thirty-five (35) days after service of the notice of termination. Compensation for work in progress shall be prorated based on the percentage of work completed as of the effective date of termination in accordance with the fees set forth herein.

In ascertaining the professional services actually rendered hereunder up to the effective date of termination of this Agreement, consideration shall be given to both completed work and work in progress, to complete and incomplete drawings, and to other documents pertaining to the services contemplated herein whether delivered to the City or in the possession of the Consultant. City shall not be liable for any claim of lost profits.

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

5.0. INSURANCE

5.1. Insurance. The Consultant 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.

5.4. Non -limiting. Nothing in this Section shall be construed as limiting in any way, the 5 [CSG Consultants]
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indemnification provision contained in this Agreement, or the extent to which Consultant may be held responsible for payments of damages to persons or property.

6.0. GENERAL PROVISIONS

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

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

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

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

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

6.4. Notices. Any notices, documents, correspondence, or other communications concerning this Agreement or the work hereunder may be provided by personal delivery, facsimile 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:

Khoa Duong, PE
Vice President, Building Services
3240 El Camino Real, Suite 190
Irvine, CA 92602
Tel: 714-568-1010
Fax: 714-568-1028
6 IF TO CITY:

City of Placentia
401 E. Chapman Ave.

Placentia, CA 92870
Tel: (714) 993-8124
[email protected]
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Attn: Joseph Lambert
Director of Development
Services

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

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

6.7. Assignment. Consultant shall not voluntarily or by operation of law assign, transfer, sublet, or encumber all or any part of Consultant's interest in this Agreement without City's prior written consent. Any attempted assignment, transfer, subletting, or encumbrance shall be void and shall constitute a breach of this Agreement and cause for termination of this Agreement. Regardless of City's consent, no subletting or assignment shall release Consultant of Consultant's obligation to perform all other obligations to be performed by Consultant hereunder for the term of this Agreement.

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 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, 7 [CSG Consultants]
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or in any manner, represent that it or any of its or employees are in any manner agents or employees of City. Consultant shall secure, at its sole expense, and be responsible for any and all payment of Income Tax, Social Security, State Disability Insurance Compensation, Unemployment Compensation, and other payroll deductions for Consultant and its officers, agents, and employees, and all business licenses, if any are required, in connection with the services to be performed hereunder. Consultant shall indemnify and hold City harmless from any and all taxes, assessments, penalties, and interest asserted against City by reason of the independent contractor relationship created by this Agreement. Consultant further agrees to indemnify and hold City harmless from any failure of Consultant to comply with the applicable worker's compensation laws. City shall have the right to offset against the amount of any fees due to Consultant under this Agreement any amount due to City from Consultant as a result of Consultant's failure to promptly pay to City any reimbursement or indemnification arising under this paragraph.

6.10. PERS Eligibility Indemnification. In the event that Consultant or any employee, agent, or subcontractor of Consultant providing services under this Agreement claims or is determined by a court of competent jurisdiction or the California Public Employees Retirement System (PERS) to be eligible for enrollment in PERS as an employee of the City, Consultant shall indemnify, defend, and hold harmless City for the payment of any employee and/or employer contributions for PERS benefits on behalf of Consultant or its employees, agents, or subcontractors, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of City.

Notwithstanding any other agency, State, or Federal policy, rule, regulation, law, or ordinance to the contrary, Consultant and any of its employees, agents, and subcontractors providing service under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any claims to, any compensation, benefit, or any incident of employment by City, including but not limited to eligibility to enroll in PERS as an employee of City and entitlement to any contribution to be paid by City for employer contribution and/or employee contributions for PERS benefits.

6.11. Cooperation. In the event any claim or action is brought against City relating to Consultant's performance or services rendered under this Agreement, Consultant shall render any reasonable assistance and cooperation which City might require.

6.12. Ownership of Documents. All findings, reports, documents, information, and data including, but not limited to, computer tapes or discs, preliminary notes, working documents, files, and tapes furnished or prepared by Consultant or any of its subcontractors in the course of performance of this Agreement, shall be and remain the sole property of City. Consultant agrees that any such documents or information shall not be made available to any individual or organization without the prior consent of City but shall be made available to the City within ten (10) days of request or within ten (10) days of termination. Any use of such documents for other projects not contemplated by this Agreement, and any use of incomplete documents, shall be at the sole risk of City and without liability or legal exposure to Consultant. City shall indemnify and 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 8 [CSG Consultants]
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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 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 9 [CSG Consultants]
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of the attached Exhibits, the terms set forth in this Agreement shall prevail. If, and to the extent this Agreement incorporates by reference any provision of any document, such provision shall be deemed a part of this Agreement. Nevertheless, if there is any conflict among the terms and conditions of this Agreement and those of any such provision or provisions so incorporated by reference, the conflict shall be resolved by giving precedence in the following order, if applicable:

This Agreement, the City's Request for Proposals, the Consultant's Proposal.

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

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

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

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

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

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

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

6.25. Counterparts. This Agreement may be executed in one or more counterparts, each of which shall be deemed an original. All counterparts shall be construed together and shall constitute one agreement.
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6.26. Corporate Authority. The persons executing this Agreement on behalf of the parties hereto warrant that they are duly authorized to execute this Agreement on behalf of said parties and that by doing so the parties hereto are formally bound to the provisions of this Agreement.

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

CITY OF PLACENTIA,
A municipal corporation
Date:
, City Administrator or Mayor
ATTEST:

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

Date:

Signature
Khoa Duong, PE, Vice President, Contract Manager
Social Security or Taxpayer ID Number
APPROVED AS TO FORM:

Date:

Christian L. Bettenhausen, City Attorney
APPROVED AS TO INSURANCE:

Date:
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Cyndi Alvarenga, Risk Manager
APPROVED AS TO CONTENT:

Date:

Joseph Lambert, Project Manager
DEPARTMENTAL APPROVAL:

Date:

Joseph Lambert, Director of Development Services
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EXHIBIT A

CONSULTANT'S PROPOSAL AND SCOPE OF WORK
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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. 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. Standards for Insurance Companies All insurance policies shall be issued by an 14 [CSG Consultants]
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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. Defense fees and costs shall not deplete the limits of any insurance provided under this Agreement.

5. 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.

6. 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.

7. Consultant agrees to waive, and to obtain endorsements from insurers waiving, subrogation rights against the City, its officers, agents, employees, and volunteers for losses arising from work performed by Consultant for the City and to require each of its subcontractors, if any, to do likewise under their insurance policies. 15 [CSG Consultants]
Rev. 01/2024
601

8. Coverage shall be on a standard occurrence form. Claims -made forms are not acceptable. Modified, limited, or restricted occurrence forms are not acceptable. 16 [CSG Consultants]
Rev. 01/2024
602

EXHIBIT C

CERTIFICATES OF INSURANCE AND ENDORSEMENTS
17 [CSG Consultants]
Rev. 01/2024
603

CSG

CONSULTANTS
v
Employee -Owned
604

CSG PROPOSAL TO THE CITY OF PLACENTIA
FOR ON -CALL BUILDING SERVICES: PLAN CHECK & INSPECTION SERVICES Table of Contents

SECTION

SECTION

SECTION

SECTION

SECTION
1 2
3 4
5 Transmittal Letter
Schedule of Performance
Company Information
References
Project Fee (Separate File)
1 2
8 29
30 CSG
CONSULTANTS 605

CSG PROPOSAL TO THE CITY OF PLACENTIA
FOR ON -CALL BUILDING SERVICES: PLAN CHECK & INSPECTION SERVICES Transmittal Letter

SECTION
1 May 15, 2026
Joseph Lambert
Development Services Director
City of Placentia
401 E Chapman Avenue
Placentia, CA 92870
Subject: RFP for On -Call Building Services (Plan Check and Inspection Services) Dear Mr. Lambert,
CSG Consultants, Inc. (CSG) would like to thank the City of Placentia (City) for the opportunity to submit our proposal for On -Call Building Plan Check and Inspection Services. We understand the City is seeking support for plan check and inspection services —resources that can act as a seamless extension of the City and work in concert with the City's Building Official and staff. CSG offers a deep pool of experienced building personnel the City can utilize to address overflow work during periods of high -volume permit activity. To this work, CSG offers:

I A large and experienced on -call team committed to delivering thorough, accurate, and timely services.

I Technical expertise to move projects forward, coupled with the specialized expertise to thoroughly address the nuances of complex projects.

I Proven electronic plan submission, distribution, and plan review services as well as web -based status reporting.

Providing all vehicles, fuel, maintenance, and other equipment necessary for inspectors to carry out duties, at no additional cost to the City.

Familiarity with the City and a thorough understanding of applicable codes and local ordinances having provided building services to the City since 2020.

CSG's building and safety staff are registered engineers and/or ICC certified, with additional qualifications including CBO and CASp experience and certification. Our plan reviewers, building inspectors, and permit technicians have a wide range of project experience, and many are cross -trained in multiple service levels, providing the City with efficient services and the ability to respond to its fluctuating needs.

For more than 35 years (since 1991), CSG has worked solely for public agencies, providing a wide range of municipal services to over 250 cities, counties, and special service districts across California. We serve as a seamless extension of municipal staff in delivery of our building department administration, plan review, inspection, code enforcement, planning and environmental, public works, and a host of additional services.

Our regional office is in Irvine, and we can be available for meetings at the City's offices when requested. Eric Haghani will serve as the primary contact, and his contact information is as follows:

Eric Haghani, MS, PE, SE, CBO I Vice President of Building Services 714.568.1010 phone 1714.568.1028 fax I [email protected] email Please feel free to contact Mr. Haghani with any questions or comments you may have regarding our proposal. As Vice President, I am authorized to negotiate and bind CSG to a contract and affirm our proposal is valid for at least 120 days after the date of submittal. CSG looks forward to the opportunity to provide building services to the City and to continue serving the community of Placentia together.

Sincerely,
Khoa Duong, PE
Vice President, Building Services
Phone: (714) 568-1010
Email: [email protected]
CSG

CONSULTANTS
`IIII�
Employee -Owned
3240 El Camino Real, Suite 190, Irvine, CA 92602
phone 714.568.1010 I fax 714.568.1028 I www.csgengr.com 606

CSG PROPOSAL TO THE CITY OF PLACENTIA
FOR ON -CALL BUILDING SERVICES: PLAN CHECK & INSPECTION SERVICES Schedule of Performance

SECTION
2 SCOPE OF WORK
Based on the scope of work, CSG understands the City is seeking to utilize consultants for building plan review and inspection services to keep pace with the increase in
development activity in the City. With the recent approval of several large projects, additional resources will help the City maintain expected turnaround times, conduct
inspections in a timely manner, and uphold the City's
customer service standards. CSG can readily provide a deep pool of building resources, including plan reviewers,
building inspectors, and permit technicians at the front counter.

CSG's proposed team has been selected to best support the specific needs of the City and will deliver exceptional service through its application of technical expertise, knowledge of municipal processes and procedures, efficient and effective customer care, and application of code compliance combined with innovative and helpful alternatives. Working under the direction of the City's Building Official, plan review staff coordinate activities with permit technicians and inspectors in the field to assure code compliance and to communicate pertinent information to all parties involved. From providing leading - edge digital plan review and online plan check status reporting to delivering faster -than -scheduled turnaround times and code interpretations, CSG will deliver the highest quality services to the City.

CSG's approach to work includes the following methodologies and key benefits:

P A wealth of fully committed and qualified personnel. We maintain staff that are fully licensed and certified at the highest level of industry standards. To keep our personnel on the industry's leading edge, many serve as instructors and lecturers and sit on boards and committees for organizations developing and implementing important code regulations. We also keep current with the latest in procedures and use of products by attending regional, state and national training opportunities and industry provided product/materials training.

P Customized, responsive services. We are skilled at assessing time commitments, developing accurate work plans and applying dedicated, professional personnel with the skills and experience best -suited for the project. We can quickly fine-tune staffing levels to match or adjust to changes in plan review, inspection, and front counter activity and ensure responsiveness to customers. With our digital plan review capabilities, we are able to utilize plan review resources from any of our regional offices. In addition, we excel at coordinating with all agency departments as well as outside agencies. • Rapid turnarounds and expedited services. With extensive experience in both code application and the digital plan review process, our staff excels at performing expeditious turnarounds while delivering thorough and accurate reviews. We easily match and more often beat any required review turnaround deadlines.
• Leading -edge, cost -saving technology and methods. CSG delivers a suite of digital options —speedy digital plan reviews and electronic versions of plan comments; an easy -to -use online application for plan submittal, tracking, and approval of digital plans; and available full scanning and archiving services. In addition, through knowledge gained from service to over 250 public agencies, we are constantly improving and adapting to provide our clients with the most cost-effective services. 2 CSG CONSULTANTS
607

CSG PROPOSAL TO THE CITY OF PLACENTIA
FOR ON -CALL BUILDING SERVICES: PLAN CHECK & INSPECTION SERVICES

BUILDING PLAN REVIEW SERVICES
Our team of professionals is ready to assist in all aspects of plan review and to focus on the special needs and requirements of each of our clients. We pledge thorough and accurate reviews and prompt turnaround times and offer proven digital plan review services and comprehensive online status reports.

CSG serves as an active partner, working as a seamless extension of our public agency clients in performing the requested services and working closely with the development community and public as directed.

Compliance Standards
Our engineers and plan reviewers carefully review all plans and documents for compliance with building codes, fire codes, energy conservation standards, and accessibility regulations adopted by the State of California, and all local policies and ordinances including but not limited to:
• California Building Code, Volumes 1 and 2
• California Residential Code
• California Electrical Code
• California Plumbing Code
• California Mechanical Code
• California Fire Code
• California Energy Code
• California Green Building Standards Code (CALGreen)
• California Existing Building Code
• California Health and Safety Code
• National Fire Protection Association (NFPA) Standards as adopted and referenced by the State of California (California Code of Regulations, Title -19)
• State Historical Building Code
I NPDES/WQMP/SWPPP Compliance
• Local adopted ordinances and amendments relative to building, fire and municipal codes, including project Conditions of Approval from other agency departments, divisions, and regulating agencies On -Site Plan Review Services
Drawing from a large team of experienced plan reviewers, CSG has the ability to provide the City with temporary, as -needed, on -site plan review staffing during periods in which City staff is on vacation, ill, or otherwise not able to perform services.

Digital Plan Review
CSG has been providing digital plan
review services for over 20 years, leading
the consultant field with this ground-
breaking service. All paper plans
submitted to CSG for building and fire
plan review are immediately scanned
into digital files and stored on CSG's servers for quick and easy access by both our clients and our plan reviewers.

Our plan reviewers furnish electronic versions of their plan comments conforming to each client's established correction list Leading the field in
digital plan review
services for more
than 20 years.
3 CSG CONSULTANTS
608

CSG PROPOSAL TO THE CITY OF PLACENTIA
FOR ON -CALL BUILDING SERVICES: PLAN CHECK & INSPECTION SERVICES templates. Any additional forms utilized by the agency will be incorporated into the correction comments and returned with the appropriate recommendations.

Plan check comments can be delivered electronically by email or other agency -approved means, enabling staff to immediately modify CSG's checklist for incorporation with other department comments. We provide convenient, environmentally friendly digital storage of all construction -related documents, and on request, can provide clients with a set of digitally scanned plans at no additional cost.

In addition, for jurisdictions requesting a pure digital plan review workflow, we can enable an applicant to submit digital files —with no size limitations —directly to CSG via our web -based application. Our application includes an online portal for the applicant/jurisdiction to retrieve comments and marked -up digital plans including redlines. Importantly, this service tracks the status of all submittals and re -submittals until the plans have been approved.

Key features of our digital plan review service include:

Efficient. Plans are pushed to plan review staff the same day they are received.

I User-friendly. CSG developed its own online portal specifically to manage the electronic file submittal process. Through use of this interface, the applicant is no longer faced with size restrictions on email attachments or required to learn complex file transfer settings.

I Proven. We have provided a digital plan review option to our clients for over 20 years.

Non -Proprietary. CSG's electronic review process is 100% PDF-based with no additional software required to view redlines.

Online Plan Check Status
csq
CSG offers a convenient service allowing clients to check plan review status and comments online. By accessing our secure Plan Check Status website, agency staff as well as authorized applicants can view their project documents and plans and communicate with the specific plan checker via e-mail. Staff and authorized applicants can download comments upon completion of the plan check.

Plans Pickup and Delivery
CSG will coordinate pickup and delivery of plans and other materials from/to the agency via CSG personnel or an approved alternative service.

Green Building and LEED Accreditation
Our Building Division team is experienced in plan review and inspection for compliance with CALGreen and local green building ordinances and includes LEED Accredited Professionals. In addition, CSG Consultants has the qualifications necessary to assist with both the development of policy and the implementation of green and sustainable building practices. CSG's Sustainability Programs division can assist, for example, with construction and demolition debris recycling programs and public outreach to the building industry.

CASp Review Services
We understand California Building Departments are required to have CASp certified staff in place and available for technical questions and interpretations. Our CASp certified team members are knowledgeable of state and federal accessibility laws and regulations and possess the expertise necessary to promote access to facilities for people with disabilities. In accordance with current regulations, CSG can provide CASp certified professionals to review plans for accessibility and to facilitate compliance with regulations when requested.
4 CSG CONSULTANTS
609

CSG PROPOSAL TO THE CITY OF PLACENTIA
FOR ON -CALL BUILDING SERVICES: PLAN CHECK & INSPECTION SERVICES

BUILDING PLAN CHECK TURNAROUND TIMES T
CSG strives to provide the highest quality and most timely service in the industry. We take pride in maintaining the requested review times for all our clients —even delivering faster than our own deadlines. Our goal is to approve code -complying projects and to move work quickly and successfully through jurisdictional processes. CSG will ensure that all building and safety duties and follow-up actions will be performed in a timely and responsive manner.

The following are CSG's proposed plan check turnaround times:

TYPE OF REVIEW

INITIAL REVIEW
(BUSINESS DAYS)2

RE -CHECK
(BUSINESS DAYS)2
Residential New Construction
10 5
Residential Additions
10 5
Small Residential Remodels
10 5
Commercial New Construction & Large/Complex Projects'
15 10
Commercial Additions
10 5
Small Commercial Remodels/Tenant Improvements
10 5
Residential Solar
7 5
Commercial Solar
10 5
Expedited'
5-10
5 1Turnaround time may vary with the complexity and magnitude of the project. If a review is anticipated to take longer than the maximum turnaround time, CSG will notify the City's representative and negotiate additional time required to ensure an appropriate level of review.
2 The number of working days associated with the plan check turnaround time is based on time of project submittal. The first working day will be the day the project is received by CSG if submitted by 12:00 PM (Noon). For a project that is received by CSG after 12:00 PM, the first working day will be the next business day.

Note: Turnaround times for housing projects subject to State streamlining will comply with State law. This includes, but is not limited to, ADU's, SB 9 units, SB 35, by -right and ministerial housing projects.

Expedited Plan Check Services
At the City's request, we can perform plan check services on an accelerated schedule based on the fees indicated in our fee schedule.

Office Hours and Meeting Availability
CSG plan checkers are available for inquiries anytime during normal business hours via phone or email, Monday through Friday. Our plan checkers can typically respond to the City for all questions or requests generated during any plan review on the same day, but no later than the following day a request is received. To assist the City, we can also meet in -person with City staff and project stakeholders or can utilize video conferencing with all parties involved.

Pre -Design Consultation
Additionally, we recognize the value of pre -design consultation with prospective applicants for large/complex projects and are available to provide this service at no additional cost. Our designated Project Manager and/or technical staff will be available in -person or virtually for consultation and meetings with a reasonable lead time.
5 CSG CONSULTANTS
610

CSG PROPOSAL TO THE CITY OF PLACENTIA
FOR ON -CALL BUILDING SERVICES: PLAN CHECK & INSPECTION SERVICES

BUILDING INSPECTION SERVICES
CSG provides fully integrated, multi -
disciplined building inspection services
for residential, commercial, and
industrial projects. Our inspection
personnel have an outstanding mixture
of technical expertise and experience
in all construction types. We provide
experienced ICC certified inspectors
who work with a team approach to
ensure compliance with applicable
codes and requirements and provide
solutions to mitigate potential risks
and safety hazards. Using well -honed customer service and communication skills our inspectors excel at educating
stakeholders to keep projects moving forward. Our inspectors also utilize current technologies and equipment to view plans and documents, research related code requirements, document field conditions and progress, and share that information with stakeholders while in the field. Key services include but are not limited to the following:

Providing inspection services to ensure project compliance with State adopted codes and local amendments including building, electrical, mechanical and plumbing codes Offering code interpretation and education
I Seamlessly integrating into client organizations and consistently enforcing policies and procedures
Addressing and resolving inquiries
Maintaining records and files
I Providing all vehicles, fuel, maintenance and other equipment necessary for inspectors to carry out duties, at no additional cost to the City.
(
vehicles,
maintenance, and
other equipment
necessary for
inspectors to carry
out duties, with no
additional charges.

Inspection Availability
CSG inspectors can be ready to provide services upon request to CSG's designated project manager. We are flexible and can alter our hours to meet the City's needs. Evening and weekend inspections for special construction needs can be accommodated with sufficient notice. CSG staff can typically respond to the City for all questions or requests generated during field inspections on the same day, but no later than the following day a request is received.
6 CSG CONSULTANTS
611

CSG PROPOSAL TO THE CITY OF PLACENTIA
FOR ON -CALL BUILDING SERVICES: PLAN CHECK & INSPECTION SERVICES

PERMIT TECHNICIAN SERVICES
CSG has highly qualified staff available to provide Permit Technician services. These frontline, first -response services are vital to the success of the entire building and safety permit process as they often set the tone for the applicant whether a homeowner, contractor, or design professional. CSG handpicks exceptionally qualified personnel who can function as seamless extensions of the agency's team, understand the importance of exemplary customer service, have knowledge of the inner workings of building departments and thorough familiarity with the building application and permit process.

CSG's permit processing staff are trained in customer service and helping to facilitate and expedite the permit process. Our staff members can perform quick assessments of each
customer's needs and ensure that they are served
appropriately.

They are familiar with State Contractors License Law and ensure that permits are issued to properly licensed
contractors. CSG's permit technicians are also familiar with multiple permit software systems and will quickly gain proficiency with the software that has been customized for the City.

Our staff is knowledgeable and experienced with permit processing functions including:

I Providing the public with appropriate forms and handouts Processing permit applications and issuing permits using the City's software I Accepting plans, documents, structural calculations and energy reports for permit processing
I Routing plans to building and other departments and agencies I Performing document control, ensuring permit file integrity, and maintaining status of plans and documents during the permit process
I Preparing plan check letters to be sent to applicants I Assisting the public with completing applications and other required forms I Preparing documents and reports; providing permit record materials requested from the public; researching and compiling documents for compliance with Public Records Act (PRA) requests
7 CSG CONSULTANTS
612

CSG PROPOSAL TO THE CITY OF PLACENTIA
FOR ON -CALL BUILDING SERVICES: PLAN CHECK & INSPECTION SERVICES Company Information

SECTION
3 FIRM OVERVIEW - CSG CONSULTANTS
CSG Consultants, Inc. (CSG) is an employee -owned California company with its local office located in Irvine with headquarters in Foster City, CA. Additional support is available from our regional offices in Sacramento, Pleasanton, San Jose, Newman, and Paso Robles. Founded in 1991, CSG performs work solely for public agencies, which eliminates the potential for conflicts of interest between developers and agencies. This allows us to focus exclusively on the needs of our municipal clients.

CSG is built on integrity, consistency, and accountability. To guarantee these core values are at the heart of every aspect of the work, all services are performed exclusively by CSG employees. All team members representing CSG are direct employees, receiving benefits and statutory protections, fully aligned with our values, trained to our standards, and committed to delivering quality without compromise. CSG does not utilize independent contractors (also known as 1099 workers).

PRIMARY CONTACT: Eric Haghani, MS, PE, SE, CBO I Vice President of Building Services (714) 568-1010 office • (714) 568-1028 fax • [email protected] LOCAL OFFICE: 3240 El Camino Real, Suite 190, Irvine, CA 92602 (714) 568-1010 office • (714) 568-1028 fax
www.csgengr.com • csgstaff@csgen;r.com
HEADQUARTERS: 550 Pilgrim Drive, Foster City, CA 94404
(650) 522-2500 phone • (650) 522-2599 fax
REGIONAL OFFICES: 2150 River Plaza Drive, Suite 255, Sacramento, CA 95833 3875 Hopyard Road, Suite 141, Pleasanton, CA 94588
3150 Almaden Expressway, Suite 255, San Jose, CA 95118
930 Fresno Street, Newman, CA 95360
806 9th Street, Ste 2A, Paso Robles, CA 93446
YEARS IN BUSINESS: 35 Years • Founded in 1991
OWNERSHIP: Employee -Owned
EMPLOYEES: 350+
TYPE OF BUSINESS: California S Corporation • Incorporated June 15, 2000 • Federal ID: 91-2053749 The CSG Consultants Team Works for You
Planning Professionals Code Enforcement Officers
Environmental Planners
Building P/an Reviewers & Inspectors
Fire Plan Reviewers & Inspectors
Structural Engineers
CSG

CONSULTANTS
IMINg
Civil Engineers
Fire Protection Engineers
Sustainability Professionals
Construction Managers & Inspectors
Information Technology Professionals
CASp Professionals
8 CSG CONSULTANTS
613

CSG PROPOSAL TO THE CITY OF PLACENTIA
FOR ON -CALL BUILDING SERVICES: PLAN CHECK & INSPECTION SERVICES

BUILDING & SAFETY PROJECT EXPERIENCE AND REFERENCES
The following is a small sampling of projects for which members of CSG's proposed team members have provided building plan review and/or inspection services for.

PLAN REVIEW & INSPECTION SERVICES I CITY OF PLACENTIA, CA Building Plan Review & Inspection
CSG has provided building plan review and inspection services for various residential, commercial, and industrial projects throughout the City of Placentia. A sampling of projects CSG has provided these services for in the community include:

Numerous residential additions, remodels, and conversions Solar reviews for residential and commercial roof mounted PV systems Dutch Bros Coffee: New 1,025 sq. ft. coffee stand with drive thru window and walk-up service.

Mexico Supermarket: Tenant improvement that included a remodeling 4,173 sq. ft. existing market that included new installation of wood stud framing, an office, coffee station, and new walk-in cooler.

THE HUB I CITY OF FULLERTON, CA
Building Plan Review
CSG is providing building plan review for "The Hub," a 420 -unit, mixed -use development that replaces an existing commercial center in Fullerton, CA. The new development will feature retail, housing, residential amenities, and a garage. The multifamily component consists of studio to 4 -bedroom units and townhomes, while the amenities include a pool, roof deck, fitness area and balconies. The project will have five levels of Type I I I -A construction above Type I -A podium.

HILTON WATERFRONT BEACH RESORT EXPANSION I CITY OF HUNTINGTON BEACH, CA Building Plan Review & Inspection
CSG's staff provided Building Plan Review and Inspection services for the expansion of the Hilton Waterfront Beach Resort. The expansion included a nine -story tower providing a total of 156 new guestrooms with appurtenant facilities. It also includes approximately 13,700 sq. ft. of meeting space, full -service business center, casual dining restaurant, combined grocery/gift store, secondary retail/recreational services store, children's club providing supervised play, health spa, and a fitness facility.

PACIFIC CITY I CITY OF HUNTINGTON BEACH, CA
Building Plan Review & Inspection
CSG performed building plan review and inspection for the Pacific City development in Huntington Beach. Pacific City rests on a 31 -acre piece of land fronting Pacific Coast Highway across from the Huntington Beach Pier. The project includes: Pasea, a luxury oceanfront hotel & spa; The Residences at Pacific City, a 516 "beach -luxe" apartment home complex; a 191,000 sq. ft. area with outdoor shopping, a fitness/spa facility, and restaurants; and an underground parking structure for visitors, and above -ground parking structure for the residents. The plan check and inspection process involved numerous permits, including new construction, tenant improvements, and others. 9 CSG CONSULTANTS
614

CSG PROPOSAL TO THE CITY OF PLACENTIA
FOR ON -CALL BUILDING SERVICES: PLAN CHECK & INSPECTION SERVICES

HOLLYWOOD PARK CASINO AND PARKING STRUCTURE I CITY OF INGLEWOOD, CA Building Plan Review
CSG provided complete plan review for the new Hollywood Park Casino and associated parking structure. The plan review included: all interior walls and finishes, floor finishes, millworks and ceiling components; all MEP equipment; interior and exterior site lighting fixtures; under -slab and in - slab utilities, and slab on grade at food service areas, and telecommunication system. The casino component of the Hollywood Park redevelopment project consists of a new casino building and dedicated parking structure on a 10.6 -acre parcel. The casino building includes an enclosed 110,000 sq. ft. single story tilt -up concrete structure approximately thirty-seven feet tall. The grand entry is a 33 -foot -tall curtain wall fronted by a 10,000 sq. ft. porte-cochere. Several partially enclosed exterior verandas are also incorporated into the design. The adjacent parking structure provides approximately 1,430 parking spaces in four levels in addition to the approximately two hundred spaces of new surface parking. The project also included deferred submittals for the fire sprinkler system, fire alarm system, exterior monument signage, seismic MEP supports, low voltage and surveillance systems, stair, exterior curtain wall system, fences over 6'-0", exterior verandas, MEP components bracing, and interior architectural components bracing.

NEW SINGLE FAMILY RESIDENCE I CITY OF LAGUNA BEACH, CA
Building & Fire Plan Review
CSG provided building and fire plan review for a new 3 -story, 7,535 sq. ft. single family residence in Laguna Beach, CA. The 5 -bedroom, 5 -bathroom house features a 2 -car garage, kitchen, dining room, great room, theatre, laundry room, gym, steam/sauna room, game room, bar, and a 3 -story deck.

BOLSA ROW I CITY OF WESTMINSTER, CA
Building Plan Review
CSG performed building plan check services for the Bolsa Row project which includes the following:
• Apartment Building & Parking Structure. New 5 -level, 200 -unit apartment building with retail/restaurant spaces on 15t level. 2 internal courtyards with swimming pools and clubhouses. A 7-1/2 level concrete parking structure wraps around part of the building with direct access on each level.

Banquet Building. New 3 -level, mixed -use building including restaurants, shops, banquet rooms, kitchen, support areas, a rooftop lounge with bar and kitchen areas, and a bridge connecting to the hotel.

Hotel. New 148 guestroom, 5 -level hotel building with retail/shop, lobby/restaurant, and back -of - house. Basement level includes additional back -of -house with laundry service. 2"d level has event lawn with pool, hospitality suites, and a bridge connection to the Banquet Building.

VARIOUS PLAN REVIEW I CITY OF BEVERLY HILLS, CA
Building Plan Review & Inspection
CSG performed building plan review and inspection services for City of Beverly Hills projects including:
• Residential Plan Review for two-story single-family residence with attached porte cochere • Plan Review for various tenant improvements
• Plan Review for a new three-story commercial building with automatic parking system

BOLSA ROW I CITY OF WESTMINSTER, CA
Building Plan Review
CSG performed building plan check services for the Bolsa Row project which includes the following:
• Apartment Building & Parking Structure. New 5 -level, 200 -unit apartment building with retail/restaurant spaces on 1st level. 2 internal courtyards with swimming pools and clubhouses. A 7-1/2 level concrete parking structure wraps around part of the building with direct access on each level. 10 CSG CONSULTANTS
615

CSG PROPOSAL TO THE CITY OF PLACENTIA
FOR ON -CALL BUILDING SERVICES: PLAN CHECK & INSPECTION SERVICES Banquet Building. New 3 -level, mixed -use building including restaurants, shops, banquet rooms, kitchen, support areas, a rooftop lounge with bar and kitchen areas, and a bridge connecting to the hotel.

Hotel. New 148 guestroom, 5 -level hotel building with retail/shop, lobby/restaurant, and back -of - house. Basement level includes additional back -of -house with laundry service. 2nd level has event lawn with pool, hospitality suites, and a bridge connection to the Banquet Building.

AVION BUSINESS PARK I CITY OF BURBANK, CA
Structural Plan Review
CSG performed structural review for the Avion project in the City of Burbank. The project is a business park on approximately 60 acres of vacant land adjacent to the Burbank Bob Hope Airport consisting of the following components:

Six, two-story buildings for industrial/warehouse uses totaling 1,014,887 sq. ft.; Nine, two-story buildings for creative office uses totaling 142,250 sq. ft.; Two, one-story buildings for retail/restaurant uses totaling approximately 15,154 sq. ft.; I One hotel with 166 rooms.

CITY OF RIALTO PUBLIC WORKS BUILDING REMODEL I CITY OF RIALTO, CA Building Plan Review
CSG provided building plan review for the City of Rialto's Public Works building remodel, an 8,694 sq. ft. renovation of the existing structure. Remodel improvements included new interior non-bearing metal stud partitions, ceilings, electrical receptables, lighting, roof work, HVAC replacements, plumbing, and replacing doors, hardware and casework. Exterior upgrades included an accessible path of travel from public right of way, accessible parking and EV stations.

CITY HALL I CITY OF SAN JUAN CAPISTRANO, CA
Building Plan Review
CSG provided architectural plan review for the new San Juan Capistrano City Hall project. A new 2- story,16,000 sq. ft. City Hall replaced the existing structure that had been a temporary building for decades. It will also include an adjacent affordable housing complex with 50 units. Demolition of the former facility was completed in 2024 and the new City Hall opened in 2025 to the public. 11 CSG CONSULTANTS
616

CSG PROPOSAL TO THE CITY OF LA HABRA

FOR ON -CALL PLAN CHECK & BUILDING INSPECTION SERVICES

ORGANIZATIONAL CHART & RESUMES
CSG proposes the following staff and organizational structure for requested services for this contract.

Eric Haghani will serve as the point of contact for the City. All proposed staff are assigned to our local office in Irvine, CA. Work will be performed in our Irvine office. No subconsultants will be used on this contract, solely CSG staff. Resumes have been provided on the following pages for proposed personnel.

PLACENTIA
Rich Heritage, Bright Future
Khoa Duong, PE
Vice President, Contract Manager
Eric Haghani, MS, PE, SE, CBO
Vice President, Building Services

BUILDING PLAN REVIEW
JuanCarlos Jimenez
Associate Plan Check Engineer II
Wonde Amanuel
Associate Plan Check Engineer
Matthew Corrigan, PE
Associate Plan Check Engineer
Chi Tran, MS, PE, SE, CBO, CASp
Principal Structural Engineer
Khanh Nguyen, MS, PE, CBO
Principal Plan Check Engineer
Fred Marzara, MS, PE, CBO
Principal Plan Check Engineer
Ali Davani, MS
Associate Plan Check Engineer
Gerald Quast
Principal Plans Examiner
Mike Teemant, MCP, CBO
Principal Plans Examiner
Frank Biangone
Principal Plans Examiner
Mark Sallee
Principal Plans Examiner

BUILDING INSPECTION
Mark Carnahan, CBO
Building Inspection Supervisor
Russell Goldman
Senior Building Inspector
Matthew Santillan
Building Inspector

PERMIT TECHNICIAN
Laura Seieroe
Permit Technician
12 CSG CONSULTANTS 617

Khoa Duong PE

LICENSES & CERTIFICATIONS
Professional Engineer,
State of California
I 43901
Professional Engineer,
State of Nevada
I 013620
Certified Plans Examiner
I ICC 0840436-B3
Professional Engineer,
State of Washington
I 27237

EDUCATION
Bachelor of Science, Civil Engineering
California Polytechnic State University
I Pomona, CA
Vice President, Building Services/Contract Manager
CSG

CONSULTANTS
Employee -Owned
Mr. Duong serves as CSG's Building Services Manager in Southern California and performs the key role of plan review quality control. With more than 36 years of experience in building plan review, including onsite plan check engineer services, Mr. Duong ensures that CSG's clients receive the highest quality plan review services. Prior to joining CSG, Mr. Duong worked in both the public and private sectors.

Mr. Duong's expertise includes review of complex commercial, industrial and residential structures for compliance with applicable building codes and ordinances, engineering standards and specifications, supplemental energy requirements, and ADA regulations.

RELEVANT EXPERIENCE
Building Services Manager and Plan Check Engineer I Multiple CSG Client Agencies Mr. Duong manages CSG's Southern California plan review team and provides on and off -site Plan Review Engineer services for numerous jurisdictions throughout California. Mr. Duong performed structural plan check and non-structural MEP, energy, as well as ADA reviews for commercial, industrial, and residential structures.

Supervising Plan Review Engineer I Willdan
Mr. Duong was responsible for the day-to-day operations of the plan review section in the San Bernardino office and served as plan review engineer for numerous cities and counties throughout California and Nevada.

Vice President in charge of Plan Review I Berryman & Henigar Mr. Duong managed the plan review team for over 10 years.

NOTABLE PROJECT EXPERIENCE
Plan Review Engineer I City of San Diego, CA
Pacific City I City of Huntington Beach, CA
Inglewood Market Gateway I City of Inglewood, CA
Bolsa Row I City of Westminster, CA
Sofi Stadium & Performance Venue I City of Inglewood, CA Town & Country Manor I City of Santa Ana, CA
Ganahl Lumber I City of San Juan Capistrano, CA
Hollywood Park Casino & Parking Structure I City of Inglewood, CA Waterfront Hilton Hotel — Expansion I City of Huntington Beach, CA Pasea Hotel & Spa I City of Huntington Beach, CA
Jackson Rancheria Casino I The Jackson Rancheria Band of Miwuk Indians, CA 13 618

Eric Haghani MS, PE, SE, CBO

LICENSES & CERTIFICATIONS
Professional Structural Engineering
I S4079
Professional Civil Engineering
I C42200
Certified Building Official
Certified Plans Examiner
I ICC 253530

EDUCATION
Master of Engineering, Civil Engineering
California State Polytechnic University
I Pomona, CA
Bachelor of Science, Civil Engineering
California State Polytechnic University
I Pomona, CA

PROFESSIONAL AFFILIATIONS
Structural Engineer Association of
Southern California (SEAOSC)
International Code Council (ICC)

AWARDS I HONORS
Mayor's Award for obtaining $3,000,000
FEMA Grant for Huntington Beach City
Hall's Seismic Retrofit
I City of Huntington Beach, CA
Mayor's Employee of the Month Award
I City of Dana Point
Vice President, Building Services
Building Official / Principal Structural Engineer
CSG

CONSULTANTS
Employee -Owned
Mr. Haghani provides plan review, structural plan review and Building Official services on behalf of CSG. He is a highly skilled professional who has a proven ability to work effectively with others under a broad range of conditions and varying environments. His significant experience, sound educational background and positive personal qualities provide excellent qualifications as a Building Official. Mr.

Haghani's skills include being quality -conscious and dedicated to producing quality results; excellent communication, interpersonal & problem -solving skills; and customer service.

RELEVANT EXPERIENCE
Building Division Manager I City of Huntington Beach, CA Mr. Haghani's duties included: Overseeing the operations, services, and activities of the Building Division within the Community Development Department and serving as the City's Building Official; developing and implementing division goals and objectives, administering the division budget, monitoring expenditures, and directing the plan review of complex buildings and structures to determine compliance with pertinent codes, requirements, and standards.

Building Official & Senior Structural Engineer I City of Dana Point, CA Mr. Haghani's duties included: Overall management of the Building Division as the Building Official and the Sr. Structural Engineer; handling architectural and structural plan evaluation; monitoring inspection and permit staffs; assigning and scheduling workflow/projects; and mentoring, training, supervising, and evaluating staff members.

Plan Check Engineer I City of Huntington Beach, CA
Mr. Haghani's duties included: Providing comprehensive technical review of plans, specifications and calculations for life -safety, structural integrity, disabled access, and applicable code compliance; and supervising Permit and Plan Check Services Division of the Building and Safety Department in the absence of the Division Head and Manager.

Plan Check Engineer I City of Santa Monica, CA
Mr. Haghani's reviewed complex architectural and structural drawings, structural calculations, and engineering reports for compliance with construction codes, local ordinances, and state laws.

Structural Project Engineer I Various Private Companies Mr. Haghani executed daily operations of various commercial & residential projects, including hiring, supervision, and mentoring of junior staff engineers.

NOTABLE PROJECT EXPERIENCE
Super Bowl LVI Temporary Event I City of Inglewood, CA
16 -Story Mixed -use Apartment Building I City of Santa Ana, CA 10 -Story Hotel I City of Santa Ana, CA
204 -Units Apartment Building I City of Rialto, CA
6 -Story 376,200 SF Mixed -use Apartment Building I City of Fullerton, CA New City Hall I City of San Juan Capistrano, CA
50 -Affordable Units I City of San Juan Capistrano, CA
14 619

JuanCarlos Jimenez

LICENSES & CERTIFICATIONS
Engineer -in -Training (EIT)
Residential Plans Examiner
Building Plans Examiner
Residential Building Inspector
Residential Plumbing Inspector
Residential Mechanical Inspector
Residential Electrical Inspector
Residential Combination Inspector
ICC 10533959

EDUCATION
Bachelor of Science, Civil Engineering
California State University, Long Beach

ACCOMPLISHMENTS
Senior Design Captain
Multi -use 2 -Story Building
ASCE Design Lead —
Timber -Strong Design Team
TAU Beta Pi Engineering Honors Society
Associate Plan Check Engineer II
Employee -Owned
Mr. Jimenez serves CSG and its public agency clients as an Associate Plan Check Engineer.

CSG

CONSULTANTS

RELEVANT EXPERIENCE
Associate Plan Check Engineer II I CSG Consultants, Orange, CA Mr. Jimenez performs residential plan check reviews for CSG client agencies. His work includes review of drawings, calculations, soils reports and other documents for conformance with the requirements of the California Building Codes and Reference Standards. He also uses his engineering training to assess designs with respect to life - safety and other aspects of the code. In addition to his remote plan review work, Mr.

Jimenez, has provided staff augmentation to agencies in need of onsite support. He excels at interfacing and communicating effectively with both agency staff and external customers with varying levels of technical expertise.

Plan Review Engineer I True North Compliance Services, Long Beach, CA Mr. Jimenez conducted comprehensive reviews of more than 175 construction plans to ensure compliance with minimum safety standards, municipal codes, and applicable building codes. He evaluated the structural integrity and life -safety features of proposed buildings, identifying and addressing potential issues. He was responsible for the technical review of all construction documents related to residential and multi -family construction.

In addition, Mr. Jimenez, also served as a Plan Check Engineer for the City of Malibu providing over -the counter services and in-house plan checks.

Project Manager I Keen Building Contractors LLC, Long Beach, CA Mr. Jimenez supervised and coordinated the work of construction teams including all subcontractors and laborers to ensure that all tasks were performed to specification and achieved code compliance, resulting in more than ten successfully completed construction projects. His responsibilities included developing project plans, timelines, and schedules to ensure that projects were completed on time. Prior to his role as Project Manager, Mr. Jimenez served as general tradesman, diagnosing and resolving issues related to framing, grading, and electrical systems with other tradespeople to ensure projects were completed on time and within budget. He used AutoCAD and Revit to draw new or remodel residential blueprints for 19 customers and their agency submittals.

Entry Level Structural Engineer I TY Engineering and Design, Manhattan Beach, CA Mr. Jimenez designed structural engineering drawings and performed structural engineering calculations for new construction and renovations. He prepared engineering plans, details and structural engineering packages to pass city inspection and meet current building standards and codes.
15 620

Chi Tra

LICENSES & CERTIFICATIONS
Structural Engineer
State of CA 12728
Civil Engineer
State of CA 133643
Civil Engineer
State of NV 122985
Certified Building Official
Certified Building Plans Examiner
I 1061872
Certified Access Specialist

EDUCATION
Master of Science, Civil Engineering
I California Polytechnic University
Bachelor of Science, Civil Engineering
I California Polytechnic University
Masters in business administration
I California Polytechnic University

PROFESSIONAL AFFILIATIONS
California Building Officials Association
(CALBO)
International Code Council
fl PE, SE, CBO, CASp
Building Official / Principal Structural Engineer
CSG

CONSULTANTS
Employee -Owned
Mr. Tran provides professional structural engineering and Building Official services for CSG Consultants and its clients. He brings over 30 years of experience in the building industry, in-depth knowledge of both the California and International Building Code, and experience in all forms of structural construction, including steel, concrete, masonry, timber, and light -gauge steel materials.

Mr. Tran has worked for the County of Orange in various capacities including plan check supervisor, project engineer and Building Official. Through his experience in these roles, Mr. Tran developed a thorough working knowledge of the functions of the Building Department. Mr. Tran's expertise includes review of complex commercial, industrial and residential structures for compliance with applicable building codes and ordinances, engineering standards and specifications, supplemental energy requirements, and ADA regulations.

RELEVANT EXPERIENCE
Plan Check Manager I City of Anaheim, CA
Mr. Tran's responsibilities included: assigning plans to plan check engineers and follow-up to meet turnaround time; working with permit applicants, architects/engineers and plan check engineers to resolve code compliance issues; reviewing alternatives and making recommendations for approval on code modification requests; and providing inspectors, permit applicants, architects/engineers information on code requirements.

Senior Plan Check Engineer I City of Yorba Linda, CA
As a senior plan check engineer for the City, Mr. Tran reviewed building plans for code compliance, reviewed alternatives and made recommendations for approval on code modification requests, and provided inspectors, permit applicants, architects/engineers information on code requirements.

Building Official I City of Fullerton, CA
As a building official, Mr. Tran provided the following services: Working with permit applicants, architects/engineers and plan check engineers to resolve code compliance issues; issuing code interpretations/policies and approving code modifications; and performing site visits with building inspection staff to make final determination on construction problems for code compliance.

Building Official I City of Dana Point, CA
As a building official, Mr. Tran provided the following services: Working with permit applicants, architects/engineers and plan check engineers to resolve code compliance issues; issuing code interpretations/policies and approving code modifications; and performing site visits with building inspection staff to make final determination on construction problems for code compliance.

County Building Official, Plan Check Engineer & Project Engineer I County of Orange, CA Mr. Tran worked as a County employee with increasing responsibilities and promotions for over 33 years. He was the County Building Official during his last 10 years.

NOTABLE PROJECT EXPERIENCE
Sofi Stadium & Performance Venue I City of Inglewood, CA Hollywood Park Casino & Parking Structure I City of Inglewood, CA Self -Storage Facility I City of Inglewood, CA
Ritz Carlton Resort and Hotel I City of Laguna Niguel, CA Pelican Hill Resort and Hotel I City of Newport Beach, CA 7 -Story Coldwell Bank Office Building I City of Lake Forest, CA John Wayne Airport Terminal Building and Parking Structures I City of Santa Ana, CA 7 -Story Orange County Juvenile Court Building I City of Orange, CA Theo Lacy Jail and Juvenile Hall I City of Orange, CA
16 621

K h a n h Nguyen PE, MS, CBO

LICENSES & CERTIFICATIONS
Professional Civil Engineer,
State of California
C51737
Certified Building Official
Certified Building Plans Examiner
ICC 879847

EDUCATION
Master of Science, Structural Engineering
California State University
of Los Angeles
Los Angeles, CA
Bachelor of Science,
Civil Engineering
San Diego State University
San Diego, CA

PROFESSIONAL AFFILIATIONS
Code Adoption Committee
Chairperson (2022 & 2019) Orange
Empire Chapter of ICC
Code Development Committee
Chairperson (2021 & 2020) Orange
Empire Chapter of ICC
Code Adoption Committee (2016,
2013, 2010, 2007, 2004) I Orange
Empire Chapter of ICC
Chapter President (2006) Orange
Empire Chapter of ICC
Honorary Lifetime Member of the
Orange Empire Chapter of ICC
Inducted in 2016
2009 Environmental Hero Award
(Southern California) Southern
California Edison
2008 Code Official of the Year Award
(National), 15t from California I ICC
2007 Building Department of the Year
Award (State) California Building
Officials Association
Building Official
Employee -Owned
Mr. Nguyen offers CSG's clients expertise gained from over 30 years of professional experience in the building industry. Mr. Nguyen has an in-depth knowledge of the California Building Standards Codes and extensive experience with local building and safety regulations.

CSG

CONSULTANTS

RELEVANT EXPERIENCE
Principal Plan Check Engineer' CSG Consultants, Inc.

Mr. Nguyen served as the Interim Building Official for the City of Stanton, City of Fullerton, City of Norwalk, City of El Segundo, City of La Habra, and City of Hawaiian Gardens in recent years and assisted those jurisdictions in recruiting for a permanent Building Official.

Mr. Nguyen performed both residential and non-residential plan review projects. His most notable residential project was a 3 -story, 66 -unit public housing complex, and his most notable and high profile non-residential project was the new Star Wars theme park for Disneyland in Anaheim.

Building Official/Acting Assistant Director/Interim Director I City of Costa Mesa, CA Mr. Nguyen implemented combination permits for efficiency in permit issuance and consistency in inspection. He administered and implemented four consecutive Fall Residential Remodeling Incentive Programs and two consecutive Build Green Incentive Programs.

Mr. Nguyen served in a supervisory role where he managed and oversaw 35 professional and technical employees in advance and current planning, permit processing center, building plan check, inspection, and code enforcement. He also served as the lead person on all automation issues and chaired the City Green Building Committee where he developed the City Council policy on Sustainability which includes the greenest standard for new municipal buildings in the country.

Building Official I City of Tustin, CA
Mr. Nguyen provided building plan review of the division budget of $1.3 million. He also administered the FEMA flood program for the City and implemented several stormwater inspection programs to comply with the 3rd term NPDES permit. As a Building Official, Mr.

Nguyen managed and oversaw 11 professional and technical employees in permit processing, building plan check, inspection, and code enforcement.

Permit and Plan Check Manager I City of Huntington Beach, CA Mr. Nguyen's expertise included review calculations and designs of complex projects with applicable building codes and ordinances, engineering standards and specifications. He administered and enforced the City's Unreinforced Masonry Building ordinance, as well as designed and implemented the Plan Check Log and Interactive Voice Response system.

Structural Plan Check Engineer I City of Los Angeles, CA Mr. Nguyen was a Structural Plan Check Engineer with responsibility in reviewing calculations and designs of plans for a wide variety of commercial and residential projects to ensure compliance with Building and Zoning codes. He performed numerous damage assessment inspections and structural plan reviews after multiple major disasters including the Northridge earthquake and the aftermath of the Rodney King Riot.

NOTABLE PROJECT EXPERIENCE
Star Wars: Galaxy's Edge, Disneyland I City of Anaheim, CA Mr. Nguyen provided building plan review for Star Wars Galaxy Edge in Disneyland, in the City of Anaheim.
17 622

Fred Marzara MS, PE,CBO

LICENSES/CERTIFICATIONS
Certified Building Official by CALBO
Certified Plans Examiner by ICC
Certified Accessibility Specialist by ICC
Certified Energy Plans Examiner by
California Energy Commission
Registered Civil Engineer in California,
Arizona, and British Colombia -Canada

EDUCATION
MS, Structural Engineering
California State University, Pomona, CA
BS, Civil Engineering
California State University, Pomona, CA

PROFESSIONAL AFFILIATIONS
California Building Officials (CALBO)
International Code Council (ICC)

TEACHING EXPERIENCE
Lecturer for seven years
University of California, Irvine, CA
Civil Engineering Review Course
Lecturer/Associate Professor
for three years
Cal State Polytechnic University,
Pomona, CA
Principal Plan Check Engineer
CSG

CONSULTANTS
Employee -Owned
Mr. Marzara has more than 35 years of experience, including working as a Senior Plan Check Engineer and a Chief Building Official prior to joining CSG. Mr. Marzara is a Principal Plan Check Engineer and has significant experience and a sound educational background that provide excellent qualifications. He has a proven ability to work effectively with others under a broad range of conditions and varying environments. He is quality -conscious and dedicated to producing quality results. He has the ability to make critical decisions within strict timelines.

RELEVANT EXPERIENCE
Principal Plan Check Engineer I CSG Consultants, Orange, CA Mr. Marzara have been working in the cities of Laguna Beach and Tustin reviewing complex residential and commercial projects and training the building department staffs including plan checkers, inspectors and permit technicians. Mr. Marzara helped the professionals, contractors, and property owners over the counter in those two cities and assist them for obtaining their building permits,

PREVIOUS EXPERIENCE
Chief Building Official I City of Lake Forest, CA
Mr. Marzara has over 8 years of serving the City of Lake Forest as their Chief Building Official.

The City received the Building Department of the Year Award in 2018-2019 while he was in charge of the Building Department. His responsibilities included managing the building department and supervisors to plan examiners, inspectors, permit technicians, and administrative assistants also, reviewing complete plan review of many large and complicated projects including the new Lake Forest City Hall campus with construction cost of 70 million dollars. He worked with the community development department and finance department preparing all reports and statistics. His work with the Energov program for daily business activities, prepared and implemented the process of code adoptions once every three years.

Senior Plan Check Engineer I County of Orange, CA
Mr. Marzara reviewed plans for code compliance for many expensive constructions of residential and commercial buildings. He completed coordination with grading section for foundation and drainage code compliance.

Senior Plan Check Engineer I City of Mission Viejo, CA
Mr. Marzara completed plan review for residential and commercial buildings, acting as the Building Official as needed. He worked closely with architects/ engineers to solve any issues of code compliance. Mr. Marzara reviewed two large apartment complexes in Mission Viejo, Adagio on the Green and Los Alisos at Mission Viejo. Both projects involved with accessibility requirements as well as structural/ architectural, plus life safety.

Plan Check Engineer I City of Santa Ana, CA
For over twenty years, Mr. Marzara was a plan check engineer for the City of Santa Ana. His responsibilities included handling architectural and structural plan evaluation for various types of construction and occupancy groups. He handled duties within building safety department. He was directly accountable for assigning and scheduling workflow/ projects as well as supervising and evaluating staff members.

Project Engineer Langston & Associates I City of Santa Ana, CA For three years, Mr. Marzara interacted closely with various clients, architects and other industry personnel to implement the design process of both commercial and residential buildings. He managed the structural design requirements for concrete and steel with respect to essential hazardous and irregular types and styles of buildings. He prepared budgets and estimates.
18 623

Ali Davan

LICENSES & CERTIFICATIONS
Qualified MS4 LIDGII — LID/Green
Infrastructure Inspector
Qualified CESSWI —Construction
Stormwater, Erosion &
Sediment Inspector
California QAL Licensed - CA DPR -
Sewer Line Root Control
OSHA 30 - Hour Construction
Safety and Health,
OSHA 10 - Hour Construction;
Safety and Health,
Level 1 Leadership Academy, GAWP
InfoWorks ICM (Integrated
Catchment Modeling)
MIKE URBAN WD (Water Distribution)
MIKE URBAN CS (Collection System)
and Model Manager
40 -hour Hazardous Waste Site Worker
Course (HAZWOPER)
Water CAD (Distribution
Design and Modeling)
Advanced Learning ArcGIS

EDUCATION
Master of Science, Civil &
Environmental Engineering
University of Texas, TX
Bachelor of Science, Mechanical and
Aeronautical Engineering
University of California, Davis, CA

PUBLICATION
Davani, Ali; (2017) InfoWorks ICM
Modeling Manual (Hydrology &
Hydraulic Modeling), Strategic Asset
Management Division, Office of
Engineering Services, City of Atlanta
•
MSc., QCSI, MS4 QLIDI/GI
Associate Plan Check Engineer
Employee -Owned
Mr. Davani is experienced in a variety of projects with a demonstrated history of working in grading plan check reviews, construction management, LIDGII/GI, CESSWI, Public Works, land development, bid & award of contracts, asset planning strategy (CIP & SSES), utility condition assessment, leak detection, permits, e -Builder software, asset inspection, feasibility studies, construction, Hydrology & hydraulic modeling (Innovyze InfoWorks ICM, InfoWater, Mike Urban WD & CS, SewerCAD, WaterCAD, SewerGEMS), ArcGIS.

CSG

CONSULTANTS

RELEVANT EXPERIENCE
Associate Plan Check Engineer I CSG Consultants, Inc.

Conducted thorough and accurate reviews of grading plans, drainage systems, erosion control measures, and stormwater management components to ensure compliance with the California Grading and Excavation Code, as well as all applicable local policies and ordinances.

Ensured timely turnaround of plan checks with clear and actionable correction comments.

Provided support to management in the preparation and review of contracts, amendments, and task orders related to building, engineering, and planning services. Contributed to the execution of assigned projects and contracts, including components of larger system initiatives. Assisted in project implementation and development of effective, efficient solutions to support successful project delivery.

Project Manager I Nor -Cal Pipeline Services, Long Beach, CA Managed sewer line root control for 3 -year project in the City of Oakland - applied the chemical root control agent to sanitary sewers to eliminate the root growth present in the pipes and to inhibit regrowth, without damaging surface vegetation approximately up to 50 miles treatment per year. Responsible for weekly progress meetings, submitting monthly invoices, permits, traffic control, and solving complicated issues in residential & commercial properties, respond to the phone calls/emails from Oakland Public Works Department regarding emergency responses to overflows and blockages. Managed the CCTV inspections crew for weekly deliverables of CCTV data in standard PACP format, responsible for weekly progress meetings, submitting monthly invoices, approximately 12.6 -mile CCTV - City of Santa Barbara. Managed the CIPP lining crew, Hydrovac, Crown spraying, and Root Foaming service for the City of San Diego, Prepare/submit the bid proposals and award of contracts.

NOTABLE PROJECT EXPERIENCE
Construction Project Manager I City of Atlanta, Department of Watershed Management, GA Asset Planning Manager I HAYA WATER
Project Engineer II — Water Distribution System Evaluation I JACOBS Project Engineer/ Chartered Engineer — Recycled Water Reuse; Sharjah East Coast Sewerage and Surface Water
Project Engineer I / Hydraulic Modelling Specialist — Phase I I : Condition Assessment of Water Distribution System City of Sandy Springs, GA, USA I City of Sandy Springs, GA Chartered Engineer — Hatton & Cruden Bay Wastewater Treatment Works Scheme, Flow (CSO) Transfer Option Inverness, Scotland (UK) I Scottish Water Solution, United Kingdom Project Engineer — Development and Calibration of Sanitary Sewerage Model, Gwinnett County, GA I Gwinnett County Dept of Water Resources, GA Project Engineer — Development and Calibration of Sanitary Sewerage Model, Gwinnett County, GA I Gwinnett County Dept of Water Resources, GA Project Engineer I, Stage 2 Disinfectants and Disinfection By-products I KHAFRA ENGINEERING CONSULTANTS, Clean Water Atlanta, GA
Project Engineer, West Ashley Master Plan Study I Dept of Public Works, City of Charleston, SC Project Engineer, Lead QA/QC — Sewer Modeling Project I City of Atlanta GA Project Engineer, Lead QA/QC — CSO (Combined Sewer Overflow) separation Project I City of Atlanta, GA
19 624

Matthew Corrigan PE

LICENSES & CERTIFICATIONS
Professional Civil Engineer,
State of California
95707
Residential Plans Examiner
ICC 9610336

EDUCATION
Bachelor of Science, Civil &
Environmental Engineering
Associate Plan Check Engineer
Employee -Owned
Mr. Corrigan provides building plan review services on behalf of CSG and its clients. He is a results -oriented, highly motivated professional. Mr. Corrigan is skilled in communicating with team members, self -motivating, and consistently completes thorough and accurate plan review projects under tight deadlines.

CSG

CONSULTANTS

RELEVANT EXPERIENCE
Assistant Plan Check Engineer I Multiple CSG Client Agencies Mr. Corrigan performs building plan reviews for residential projects for multiple jurisdictions in Southern California.

Production Scheduler I The Walt Disney Company
As a production scheduler, Mr. Corrigan would: liaise with area leaders on a daily basis ensuring labor needs are consistently met; produce the weekly work schedule for approximately 500 employees according to business needs and taking into account seniority rules, union regulations, and employee schedule preferences whenever possible; and train and educate new workers, set performance goals, standards and expectations, communicate and explain operational decisions.

Stage Scheduler I The Walt Disney Company
Mr. Corrigan's responsibilities included: receiving communication from cast members regarding potential absences from work and ensuring area leaders are notified of any changes or adjustments to their staffing; attempting to call in additional cast members for shifts as needed to backfill any potential labor shortages due to absences; and continuously communicate with area leaders in order to ensure locations are properly staffed with labor for their daily operations.
20 625

Gerald Quast

LICENSES & CERTIFICATIONS
Certified Energy Plans Examiner,
Non -Residential
California Energy Commission
NRE-98-1001
Certified Energy Plans Examiner,
Residential
California Energy Commission
I RES-93-1016
IAPMO Certified Mechanical Inspector
IAPMO Certified Plumbing Inspector

EDUCATION
Associate of Arts Degree
Coastline Community College
I Fountain Valley, CA
Principal Plans Examiner
CSG

CONSULTANTS
Employee -Owned
Mr. Quast joins CSG as a plans examiner and provides plumbing and mechanical plan review for our public agency clients. He brings with him over 30 years of Public Agency experience providing inspection and plan check services for the City of Anaheim.

RELEVANT EXPERIENCE
Plumbing / Mechanical Plans Examiner I City of Anaheim, CA Mr. Quast most recently served as the plumbing/mechanical plans examiner for the City of Anaheim.

Beginning his Public Agency career as a combination building inspector, he transitioned to the Plan Check Section, and while providing plans examiner services to the City, Mr. Quast was also the staff training coordinator for eight years. During his time at Anaheim, he provided plumbing and mechanical plan check services for such projects as the Anaheim Arena, the Anaheim Stadium Expansion, several Anaheim Convention Center Expansions, the downtown ice hockey rinks, and numerous redevelopment projects. He has also reviewed plans for numerous Hotel/Motel and high - density residential developments, office buildings, parking structures, tenant improvements and warehouse projects, and numerous Resort District and amusement park expansions.

Construction & Building Codes Instructor I Fullerton Community College & Coastline Community College
Mr. Quast brings over 28 years of experience as a community college instructor, delivering construction and building code courses for Fullerton and Coastline Community Colleges. While teaching plumbing, mechanical, and building codes, Title 24 Accessibility/Energy, basic code enforcement, and blueprint reading, he has also delivered training seminars for CALBO, ICC, and IAPMO Chapters.

Plumbing Apprenticeship/Journeyman Training I Plumbing Contracting Mr. Quast previously worked with a residential and commercial plumbing company for 15 years.

After completing a 5 -year California State plumbing apprenticeship program, he worked as journeyman and foreman, as well as in labor -supervision, estimation, purchasing, and as a corporate officer before becoming a plumbing contractor.

NOTABLE PROJECT EXPERIENCE
Sofi Stadium I City of Inglewood, CA
Commercial Cannabis Business Odor Management Systems I City of Santa Ana, CA Multiple Residential Projects I City of Beverly Hills, CA Various Projects I City of Anaheim, CA
• Numerous Projects within the Disneyland Resort District and Amusement Parks • The Anaheim Arena
• The Anaheim Stadium Expansion
• Several Anaheim Convention Center Expansions
• Multiple Downtown Ice Hockey Rinks
• Numerous Redevelopment Projects
• Numerous Hotels/Motels
• Numerous High -Density Residential Developments, Office Buildings, Parking Structures, Tenant Improvements, and Warehouse Projects 21 626

Mike Teemant MCP, CB0

LICENSES & CERTIFICATIONS
Master Code Professional (MCP)
Certified Building Official
Certified Building Code Official
Certified Plumbing Code Official
Combination Inspector
Commercial Combination Inspector
Commercial Energy Inspector
Commercial Energy Plans Examiner
Residential Energy Inspector/Plans Examiner
Fire Inspector II
Residential Fire Sprinkler Inspector/Plans
Examiner
Building Plans Examiner
Plumbing Plans Examiner
Commercial Building Inspector
Commercial Electrical Inspector
Commercial Plumbing Inspector
Accessibility Inspector/Plans Examiner
Residential Building Inspector
Residential Electrical Inspector
Residential Mechanical Inspector
Residential Plumbing Inspector

EDUCATION
Associates of Applied Sciences: Building
Technologies; Building Inspection
College of Southern Nevada, Las Vegas, NV
Chemical Engineering
University of South Alabama, Mobile, AL
Chemical Engineering

PROFESSIONAL AFFILIATIONS
Member, International Code Council (ICC)—
Region I Board
Member, International Code Council (ICC)—
Northern Nevada Chapter
Member, International Code Council (ICC)—
Nevada Organization of Building Officials
Member, International Code Council (ICC)—
Southern Nevada Chapter
Member, Board of Directors -1st Vice
President 2014-2015
Member, Board of Directors -2nd Vice
President 2013-2014
Awarded & Honored, "2013 Government
Person of the Year" 2013
Member, International Association of
Plumbing and Mechanical Officials (IAPMO)
2012 —Present
Southern Nevada Chapter Board 2014-2015
Member, Southern Nevada Building Officials
(SNBO) 2012
International Building Code Committee —
Mechanical and Plumbing Code
Amendments Committee
City of Las Vegas 2003
International Residential Code —Amending
Ordinance Committee
CSG

CONSULTANTS
Principal Plans Examiner Employee -Owned
Mr. Teemant, an experienced Master Code Professional (MCP), serves as building plan reviewer and inspector for CSG and its clients. He has over 40 years in the construction industry, with 24 years of experience in enforcing code compliance, making him especially capable in working with municipal governments on all aspects of plan review and building code enforcement.

Mr. Teemant is a highly proficient Building and Electrical Plans Examiner having conducted plan reviews on a wide array of projects. Similarly, he has extensive experience in performing inspections for compliance with international Codes and referenced standards.

He also holds experience in supervising Building, Plumbing, Mechanical, and Electrical Inspectors and support staff, as well as serving as an accomplished instructor for building plan review, provisions of the International Plumbing Code, and International Residential Code.

RELEVANT EXPERIENCE
Code Inspections I City of Boulder City, NV
Mr. Teemant provides code inspection services for the City of Boulder City. Projects includes both residential and commercial. Mr. Teemant also oversees three CSG inspectors who provide services for the Techren Solar Plant and assists with inspections when one of them calls out sick or is on vacation.

Building Official I City of Fernley, NV
As a building official for the City of Fernley, Mr. Teemant reviewed plans for compliance with adopted municipal building codes and supervised field inspections for construction and municipal code compliance. Within the Building and Safety Department, he supervised the permit technician and animal control officer. He was also instrumental in the review of policies and procedures, and the development of procedures to improve the City's workflow management system. In addition, Mr. Teemant prepared documents and presentations for city council review and approval.

Plans Examiner I City of Las Vegas, NV
Mr. Teemant reviewed plans for compliance with the adopted municipal building codes as well as interacted with design professionals and the public to explain the intent of the building codes. In his role as a plans examiner, he granted approval of plans that were compliant with codes and noted code requirements on the plans for common problems encountered in the field. as a plans examiner for the City of Las Vegas, some major projects on which he worked include the examination of high rise and large projects such as the Smith's Center, Las Vegas Outlet mall, World Market Center, Lou Ruvo Brain Center, Zappos corporate offices, Las Vegas Development center, City of Las Vegas City Hall, Soho lofts, and many hotel construction and major remodels.

Code Inspector I Clark County School District, NV
Code Instructor I City of Las Vegas Plans Exam Division, College of Southern Nevada, Las Vegas, NV
Supervisor/Foreman I Maverick Construction, Las Vegas, NV

NOTABLE PROJECT EXPERIENCE
Sofi Stadium I City of Inglewood, CA
Techren Solar Park (Techren II) I City of Boulder City, NV UNLV College of Engineering, Academic and Research Building I State of Nevada Projects Prior to Joining CSG for the City of Las Vegas, NV • City of Las Vegas City Hall • Zappos Corporate offices • Lou Ruvo Brain Center
• The Smith's Center
• Las Vegas Outlet Mall
• World Market Center
• Las Vegas Development Center
• Soho Lofts
• And many hotels and major remodels
22 627

Frank Biangone

LICENSES & CERTIFICATIONS
Residential Building Inspector
Commercial Building Inspector
ICC 860170

EDUCATION
Advanced Construction Technology
Courses I Coastline Community College,
Chico, CA

PROFESSIONAL AFFILIATIONS
International Association of Plumbing and
Mechanical Officials Member
Principal Plans Examiner
CSG

CONSULTANTS
Employee -Owned
Frank Biangone serves as a Senior Plans Examiner for CSG and its clients. With over 30 years of experience, Mr. Biangone is a highly knowledgeable code professional with expertise gained through extensive experience performing building plan review and inspection services for the City of Huntington Beach, CA.

RELEVANT EXPERIENCE
Senior Commercial and Residential Combination Inspector I City of Huntington Beach, CA Mr. Biangone served the City of Huntington Beach for more than 30 years, including 5 years as Senior Commercial and Residential Combination inspector and 25 years as Principal Plumbing and Mechanical Plan Checker/Inspector performing both paper and electronic plan review.

His responsibilities included performing all commercial and residential plumbing and mechanical plan check for all projects throughout the City of Huntington Beach, assisting the Fire Department with water metering and backflow applications for water sourced fire suppression systems along with plan check of fan -assisted smoke evacuation systems, assisting the Public Works Department with onsite sewer and water plan checks, and working in conjunction with Huntington Beach Code Enforcement to assist with plumbing and mechanical code enforcement issues. Mr. Biangone also attended pre -construction meetings with contractors, designers, architects and engineers on high -profile, large-scale projects.

Other duties included, writing numerous plumbing and mechanical policies for the City, assisting in the redesign of plumbing and mechanical permit forms and plumbing and mechanical plan check correction logs, and designing and performing weekly plumbing and mechanical training activities for field inspectors and managers.

Notable nonresidential plumbing and mechanical plan check projects successfully performed for the City of Huntington Beach include:

The Strand with the Shore Break Hotel Rainbow Environmental Services Recycle Plant Hyatt Regency Resort Huntington Beach Senior Center
Pacific City Commercial and Retail Hoag Health Medical Center Bella Terra mall Memorial Health Center
C&D Aerospace Brethren Christian School
Hilton Waterfront Resort OSHPOD 3 Plumbing and Mechanical Reviews Quicksilver
Notable multi -family residential projects reviewed include:

The Lofts
Boardwalk
Village at Bella Terra
Elan
Luxe
23 628

Mark Sallee

LICENSES & CERTIFICATIONS
Building Inspector
Electrical Inspector
Plumbing Inspector
ICC 1026285
State of California Contractor's
License C-10 1387649
Principal Plans Examiner
CSG

CONSULTANTS
Employee -Owned
Mark Sallee serves as a Senior Plans Examiner for CSG and its clients. He has over 40 years of experience in the construction industry, 21 of which were as a City of Anaheim employee performing building inspection and plans examiner services. Mr. Sallee's thorough knowledge of the code and plan review and inspection processes allow him to provide the highest quality of services to our clients.

RELEVANT EXPERIENCE
Plans Examiner II I City of Anaheim, CA
As a Plans Examiner II, Mr. Sallee performed the following duties: Reviewing commercial, residential, hotel and intuitional electrical plans for conformance to current building codes; reviewing residential and commercial photovoltaic and fuel cell systems; and reviewing residential and commercial demolition plans, swimming pools, signs and residential ADU's.

Building Inspector II & III I City of Anaheim, CA
As a Building Inspector II & III, Mr. Sallee performed some of the more complex building inspections, including inspections during the construction of Disney's California Adventure, and major retrofits at Disneyland Park, the Anaheim Convention Center, Angle Stadium, Arrowhead Pond, and Boeing Industries, among others.

Mr. Sallee also performed combination -building inspections, electrical plan check, and acted in the capacity of supervisor as needed to support Management.

National Electrical Code Instructor I Coastline Community College, Fountain Valley, CA Mr. Sallee taught the NEC in a community college format.

Electrical Instrumentation Inspector I Koury Inspection, Carson, CA Mr. Sallee worked primarily in a Class I division I and division II hazardous location and conducted inspections on heavy industrial electrical installations as a third -party inspector for the ARCO Refinery in Carson Ca. This work included inspecting electrical substations to 69 KV, services to 4,000 amps, and motors to 3,000 horsepower, sub panels transformers, lighting, receptacles and general electrical equipment.

Electrical Contractor I Sallee Electric Co., Westminster, CA Mr. Sallee performed work on residential, commercial and light industrial projects. His duties included electrical engineering, drafting, plan preparation, lighting design, payroll, estimating, and job site supervisor, as well as electrician and troubleshooter. 24 629

Wondwosen Amanuel

LICENSES & CERTIFICATIONS
Grading Level A from Clark County
(Special Inspector)
Certified Soil Special Inspector
ICC Certifications:

Soils Special Inspector
Commercial Electrical Inspector
Residential Electrical Inspector
Electrical Inspector
Commercial Mechanical Inspector
Residential Mechanical Inspector
Mechanical Inspector
Commercial Plumbing Inspector
Residential Plumbing Inspector
Plumbing Inspector
Commercial Combination Inspector
Residential Combination Inspector
Combination Inspector
Commercial Building Inspector
Residential Building Inspector
Building Inspector
Residential Plans Examiner
Mechanical Plans Examiner
Plumbing Plans Examiner
ICC #9489448
ACI Concrete Field Testing Technician
Grade I
ACI Masonry Field Testing Technician
NAQTC Sampling and Testing
Nuclear Gauge Safety Training
OSHA 1- Construction Training

EDUCATION
Bachelor of Science in Civil Engineering
Bahir Dar University
Bahir Dar, Ethiopia
Building Inspector/Plans Examiner
CSG

CONSULTANTS
Employee -Owned
Mr. Amanuel serves as a building inspector and plans examiner for CSG, providing knowledge of construction and building methods and standards from more than 20 years of experience in the building industry and more than 10 years of inspection experience. He is adept at deciphering plans and using real world methodologies in inspection procedures.

RELEVANT EXPERIENCE
Building Inspector/Plans Examiner I CSG Consultants
Mr. Amanuel conducts field inspections of industrial, commercial, and residential buildings at various stages of construction and remodeling to verify compliance with applicable codes and regulations. He evaluates construction methods and materials in the field, identifies deviations from approved plans or standard practices, and investigates complaints related to building code violations, recommending corrective actions in accordance with local and national codes. In coordination with Building Officials, Mr. Amanuel addresses complex enforcement and public relations matters and collaborates with plan reviewers, design professionals, and contractors to resolve compliance issues.

Special Inspector I Nova Geotechnical and Inspection Services (Universal Engineering Sciences), Las Vegas, NV
• Communicated with Supervisor and Dispatch to obtain daily work assignments. • Coordinated field assignments with the Field Supervisor • Performed site observations/inspections to confirm compliance with the local building codes and project contract documents and compiled detailed records of observations and inspections
• Read plans/drawings and maintained currency with code requirements • Collected samples for laboratory testing on construction materials and building components per standards, kept detailed records, discussed scope of laboratory testing with the Project Manager and coordinated laboratory testing with the Laboratory Supervisor
• Met with Project Managers to review progress of field work. • Informed field representatives of results of inspections performed on site.

Obtained proper field authorizations signed by the client when required or when work beyond the original scope was requested.
• Advised Supervisor or Project Manager of any changes in work scope or of any potential budget over runs.
• Followed company Safety Manual guidelines
• Maintained positive business relationships with clients, contractors, subcontractors, material suppliers, etc.
25 630

Mark Carnahan CBO

LICENSES & CERTIFICATIONS
Certified Building Official
Combination Inspector
CA Commercial Building Inspector
CA Commercial Electrical Inspector
CA Commercial Plumbing Inspector
CA Commercial Mechanical Inspector
CA Residential Building Inspector
CA Residential Electrical Inspector
CA Residential Plumbing Inspector
CA Residential Mechanical Inspector
CA Combination Inspector
CA Plans Examiner
ICC 1110134-J4
B -General Building Contractor (inactive)
746154

EDUCATION
Light Construction and Development
Management Certificate Program
University of California, Irvine
Liberal Studies
California State University Fullerton, CA
Building Official / Building Inspection Supervisor
CSG

CONSULTANTS
Employee -Owned
Mr. Carnahan serves as a building official and inspection manager for CSG Consultants. He has over 37 years of experience in the building industry, 20 of which were in the public sector with progressive responsibility at the City of Huntington Beach. He has a sound knowledge of construction methods and materials, principals of structural design, engineering and building inspection. As part of managing CSG's Southern California inspection staff, Mr. Carnahan developed an inspection program to train and develop the skills of new and experienced inspectors.

RELEVANT EXPERIENCE
Building Manager/Building Official I City of Huntington Beach, CA The City of Huntington Beach created the Building Manager position for Mr. Carnahan which he performed for eight years. While managing the Building Department, he directed staff, ensured that professional work standards are met, and emphasized the importance of quality customer service. Mr. Carnahan attained pertinent knowledge and understanding of federal, state and local laws, codes and regulations including the ADA, OSHA, CALOSHA, California Codes, and the City of Huntington Beach Municipal Codes, including enforcement of zoning requirements and ordinances. He was also: a combination inspector assigned to single and multifamily housing, the Hyatt Regency Resort, and numerous commercial and industrial projects; the supervising inspector for the Strand development; and managed the plan check and inspection process from entitlement to issuance of certificate of occupancy on numerous complicated projects (Costco at Bella Terra, The Village at Bella Terra Apartments, Beach Promenade, and Edinger Plaza). He worked with the Director of Community Development and Senior Administrative Analyst to develop, modify and administer the Building Division budget and monitor expenditures. While managing the building department, Mr. Carnahan completed two cycles of the code adoption process from: writing legislative drafts, requests for legal services (RLS), request for council action (RCA's), council readings and finished the adoption process by sending the approved municipal codes to the California Building Standards Commission for filing.

Inspection Supervisor I City of Huntington Beach, CA
As an inspection supervisor, Mr. Carnahan: coordinated inspection activities with other city departments, contractors and developers; established and maintained a cooperative working relationship with those contacted in the course of work; communicated effectively both verbally and in writing; participated in professional and public meetings as required; and worked with others to analyze problems, identify alternative solutions, and accurately project consequences of proposed actions for daily issues, large or small, including monitoring work flow. When working with the City Council, he prepared and reviewed correspondence, studies, reports, and requests for council action.

Inspector I, II, & III I City of Huntington Beach, CA
Mr. Carnahan was a Building Inspector for many years at the City of Huntington Beach.

NOTABLE PROJECT EXPERIENCE
Projects Prior to Joining CSG
Pacific City Huntington Beach I City of Huntington Beach, CA Huntington Beach Senior Center' City of Huntington Beach, CA Hardin Hyundai I City of Huntington Beach, CA
26 631

Russell B. Goldman

LICENSES & CERTIFICATIONS
Commercial Building Inspector
Residential Building Inspector
Residential Combination Inspector
Building Inspector
Commercial Plumbing Inspector
Residential Plumbing Inspector
Plumbing Inspector
Residential Mechanical Inspector
Residential Electrical Inspector
ICC #8325083
General Contractor's License
815297 (expired)
HVAC Training and Certification
Hartsog Trade School
Vallejo, CA
Senior Building Inspector
CSG

CONSULTANTS
Employee -Owned
Mr. Goldman serves as a senior building inspector for CSG's public agency clients. He is a highly certified building inspector with more than seven years of building and safety experience working with multiple cities and counties, combined with 23 years of construction industry experience. Mr. Goldman excels at effectively communicating building and local code requirements to superintendents, contractors, and owners. His early experience within the construction industry has greatly contributed to his ability to effectively interact with construction professionals.

RELEVANT EXPERIENCE
CSG Building Inspector I CSG Consultants, Irvine, CA
Mr. Goldman has performed residential and commercial inspection services for CSG client agencies including the County of San Bernardino and City of Laguna Beach, CA. His inspections have included accessory dwelling units (ADUs), major remodels, new custom homes, alterations, septic and other plumbing projects, main electrical panel upgrades and other electrical work, HVAC systems, roofs, solar installations, and commercial tenant improvements and remodels.

Building Inspector I Willdan, Anaheim, CA
As a contract inspector, Mr. Goldman performed residential and commercial inspection services for the City of Moreno Valley, California. His inspections included solar installations, main electrical panel upgrades, accessory dwelling units (ADUs), additions and alterations, tract and new homes, HVAC systems, water heaters, roofs, and related building components.

Building Inspector I SAFEbuilt, Loveland, CO
For public agency clients, Mr. Goldman conducted field inspections on a variety of residential, commercial, and industrial projects, including single-family and multi -family developments, concrete tilt -ups, metal buildings, pole barns, wood- and metal -framed structures, and tenant improvements. He also performed final inspections for accessibility compliance on multifamily and commercial projects using ICC A117.1 standards.

Building Inspector I Interwest Consulting Group, Boulder, CO Mr. Goldman conducted field inspections for all trades on residential and commercial projects for the City of Lake Forest, CA. He effectively communicated building and local code requirements, including SWPPP requirements, to superintendents, contractors, and business owners.

General Contractor I Russ Goldman Construction, Southern California, CA Mr. Goldman managed all aspects of commercial and residential construction projects. He met and communicated with local city inspectors, coordinated with engineers and architects, and translated plans into construction projects. Mr. Goldman also coordinated the activities of subcontractors and company staff to successfully deliver numerous speculative and turn -key projects.

Superintendent I Dearborn Construction, Boise, ID
Mr. Goldman supervised all aspects of commercial construction projects, including remodels for several national grocery chains. Coordinating with engineers and architects, he translated plans into construction projects. Mr. Goldman also coordinated the activities of subcontractors and company staff to successfully construct numerous projects, with tasks including performing daily reporting, workflow scheduling, and forecasting for the project manager.

Superintendent I Phoenix Enterprises, La Habra, CA
Mr. Goldman supervised all aspects of large-scale commercial construction projects, including the new construction of home improvement centers such as The Home Depot, Rite Aid drug stores, and supermarkets. Coordinating with engineers and architects, he translated plans into construction projects.
27 632

Matthew Santillan

LICENSES & CERTIFICATIONS
Residential Building Inspector
Certification
Commercial Building Inspector
Certification
Building Inspection
Residential Electrical Inspector

EDUCATION
Advanced Contractor & Inspector
Training Center
Journeyman License I Inland Empire
Electrical Training Center
Building Inspector I
CSG

CONSULTANTS
Employee -Owned
Mr. Santillan serves as a building inspector for CSG and its clients. He is a licensed general contractor and heavy machinery operator with excellent interpersonal and communication skills and a strong ability to manage and lead others.

RELEVANT EXPERIENCE
Building Inspector I I CSG Consultants, Inc.

Mr. Santillan serves as a Building Inspector I. This position receives direct supervision from higher level staff and may receive technical and functional supervision from higher level inspectors. Responsibilities include the following:
• Perform inspections in several trade specialties including plumbing, electrical, mechanical and/or structural to ensure compliance with applicable codes, ordinances, and regulations. Inspect foundation, concrete, framing, plastering, heating, and electrical installations.
• Conduct preliminary examination of plans and specifications of routine building, plumbing, mechanical and electrical facilities to determine compliance with the provisions of the construction codes, ordinances, and regulations. • Observe work during various phases and upon completion; ensure that safety procedures are followed.
• Deal effectively with private contractors and homeowners on construction specifications and procedures; ensure compliance with procedures and regulations. • Prepare various inspection reports as required; maintain files and reports regarding inspection and plan check activities and findings. Issue notices to comply on violations.
• Respond to and resolve difficult and sensitive citizen inquiries and complaints concerning construction and repair projects.

Electrician I Gregg Electric
Mr. Santillan made sure electrical testing, and inspection is up to code. He read blueprints and schematics to ensure completion for daily tasks and provided Edison with new structures and new conduit raceways.

Electrician I Sunwest
Mr. Santillan installed, maintained, and repaired electrical control, wiring, and lighting systems. He performed general electrical maintenance and inspected transformers, circuit breakers, and other electrical components.

Carpenter I Guy Yocom
Mr. Santillan specialized in larger concrete pours and formwork. He was trained to operate heavy machinery and scissor lift, assisted journeyman in production of current project which included consulting with clients, taking measurements, ordering appropriate work materials, building and installing.
28 633

CSG PROPOSAL TO THE CITY OF PLACENTIA
FOR ON -CALL BUILDING SERVICES: PLAN CHECK & INSPECTION SERVICES References

SECTION
4 CSG CLIENT AGENCIES
The following is a partial list of regional references for which CSG has provided services similar to those requested by the City. Additional references can be provided upon request.

City of Santa Ana
Ali Pezeshkpour
Planning and Building Agency Executive Director
20 Civic Center Plaza
Santa Ana, CA 92701
(714) 647-5800
[email protected]
Building Plan Check Services
2022 -Ongoing
City of Inglewood
Mandhir Singh
Building Official
One Manchester Boulevard
Inglewood, CA 90301
(310) 412-5294
[email protected]
On -Call Development Review & Building Plan Check
2013 -Ongoing
City of Westminster
Justin Nguyen
Building Official
8200 Westminster Boulevard
Westminster, CA 92683
(714) 548-3475
[email protected]
Building & Fire Plan Review & Inspection Services
2018 -Ongoing
City of Fullerton
Tri Nguyen, PE
Building Official
303 W. Commonwealth Avenue
Fullerton, CA 92832
(714) 738-6748
[email protected]
Full -Service Building Department
City of Beverly Hills
Arlen Eskandari
Deputy Building Official
455 N Rexford Drive
Beverly Hills, CA 90210
(310) 285-1113
[email protected]
Building Review/Public Works
2017 -Ongoing
City of Huntington Beach
Jasmine Daley
Building Official
2000 Main Street
Huntington Beach, CA 92648
(714) 375-5147
[email protected]
Staff Augmentation, Building Plan Review and
Inspection, and Counter Technician Services
2001 -Ongoing
City of Stanton
Crystal Landavazo
Community & Economic
Development Director
7800 Katella Avenue
Stanton, CA 90680
(714) 890-4213
[email protected]
Full -Service Building Department
City of Anaheim
Scott Beery
Building Official
200 S. Anaheim Boulevard, 1St
Floor #162
Anaheim, CA 94706
(714) 7654130
SBeeryPanaheim.net
Building Plan Review
29 CSG CONSULTANTS 634

CSG PROPOSAL TO THE CITY OF PLACENTIA
FOR ON -CALL BUILDING SERVICES: PLAN CHECK & INSPECTION SERVICES Project Fee

SECTION
5 SEPARATE FILE
Per the City's request, CSG's fee schedule for the requested services has been uploaded as a separate file. 30 CSG CONSULTANTS 635

CSG

CONSULTANTS
IIIII
Employee -Owned

OFFICES

THROUGHOUT

CALIFORNIA

SAN FRANCISCO BAY AREA
• Foster City • San Jose • Pleasanton •

SACRAMENTO REGION
• Sacramento •

CENTRAL VALLEY
• Newman •

CENTRAL COAST
• Paso Robles •

SOUTHERN CALIFORNIA
• Irvine •
WWW.CSGENGR.COM
888.794.2016
636

CSG

CONSULTANTS
v
Employee -Owned
3240 El Camino Real, Suite 190
Irvine, CA 92602
Phone: 714.568.1010
Fax: 714.568.1028
www.csgengr.com
June 10, 2026
Joseph Lambert
Development Services Director
City of Placentia
401 E Chapman Avenue
Placentia, CA 92870
Re: Revised Fee Schedule for Building Services
Dear Mr. Lambert,
CSG Consultants, Inc. (CSG) would like to thank the City of Placentia (City) for the opportunity to submit our revised fee schedule. Per our discussion with the City, the following adjustments have been made and detailed in our fee schedule on the following page:
65% for Full Building Plan Review by Percentage
I $165 per hour for Building Plan Review and M/E/P Plan Review All plan review is based on a percentage of the City's plan check fees and includes the initial plan review and two subsequent reviews. Additional reviews, deferred submittals, revisions, and RFIs will be charged at the appropriate hourly rate.

Project Contact
Our regional office is in the City of Irvine, and our staff is available for meetings remotely or at the City's offices, as requested. Mark Carnahan, CBO, will serve as the primary point of contact. His contact information is provided below:

Mark Carnahan, CBO I Regional Building Services Director (714) 568-1010 office I (714) 568-1028 fax I [email protected] Please feel free to contact Mr. Carnahan with any questions or comments regarding this proposal. We look forward to working alongside the City in serving the community of Placentia together.

Sincerely,
Khoa Duong, PE
Vice President of Building Services

FOSTER CITY I PLEASANTON I SAN JOSE I SACRAMENTO I NEWMAN I PASO ROBLES I IRVINE 637

CSG PROPOSAL TO THE CITY OF PLACENTIA
FOR ON -CALL BUILDING SERVICES: PLAN CHECK & INSPECTION SERVICES Project Fee

SECTION
5 CSG FEE SCHEDULE FOR BUILDING AND SAFETY SERVICES
CSG's fee schedule for proposed work is provided below. Final fees are negotiable between the City and CSG.

PERSONNEL / REVIEW TYPE I ALL INCLUSIVE FEE / HOURLY RATE Off -Site Building Plan Review by Percentage
Full Building Plan Review by Percentage
65% of Agency's Building Plan Check Fees
Structural Only Plan Review by Percentage
40% of Agency's Building Plan Check Fees
Mechanical/Electrical/Plumbing Plan Review by Percentage 40% of Agency's Building Plan Check Fees or

65% of Agency's M/E/P Plan Check Fees.

Expedited Plan Review by Percentage
95% of Agency's Building Plan Check Fees
Minimum Plan Review Fee Per Project (See Exclusions)
$250
On -Site and Off -Site Building Plan Review (Hourly Rates) Building Plan Review
$165
M/E/P Plan Review — Certified M/E/P Plans Examiner
$165
Landscape Plan Review
$165
Structural Only Plan Review
$185
Grading Plan Review — Civil Engineer
$200
CASp Plan Review/Consultation
$165
Expedited Plan Review (Hourly)

1.5 x Hourly Rate
Building Department Services
Permit Technician
$100
Senior Permit Technician
$110
Building Inspector
$125
Senior Building Inspector
$145
Grading Inspector
$145
Building Official
$210
CSG Vehicle Mileage
$0
CSG Travel Time
$0
Administration/Plan Processing
$95
TERMS & CONDITIONS:

All plan review based on percentage of the agency's plan check fees includes the initial plan review and two subsequent reviews. Additional reviews, deferred submittals, revisions, and RFIs will be charged at the appropriate hourly rate.

I Minimum percentage plan review fee per project excludes Solar, ESS, or EVCS reviews.

I RFIs for large developments will be performed at an hourly rate, and turnaround times will be agreed upon in advance with the agency.

I Depending on project size and scope, CSG's percentage -based expedited plan review rate may be adjusted if mutually agreed upon between the agency and CSG.

I Should the scope of work change or circumstances develop which necessitate special handling, CSG will notify the agency prior to proceeding.

I Overtime/services provided outside of normal business hours will be billed at 1.5x the applicable hourly rate.

I Services provided on weekends will be billed a 2x the applicable hourly rate.

I Hourly rates for publicly funded projects will be based on current prevailing wage rates. 30 CSG CONSULTANTS 638

CSG PROPOSAL TO THE CITY OF PLACENTIA
FOR ON -CALL BUILDING SERVICES: PLAN CHECK & INSPECTION SERVICES On July 1 or the anniversary of the contract start date, CSG will initiate an hourly rate increase based on change in CPI for the applicable region.

I CSG will mail/email an invoice every month for services rendered during the previous month. Unless otherwise agreed, payment terms are 30 days from receipt of invoice.

I This fee proposal is valid for a period of 120 days from date of submittal.

I If plans are not submitted electronically, CSG will coordinate the pickup and return of all plans to CSG via CSG staff or a licensed courier service.

I For hourly projects only, performance of plan review services utilizing the agency's adopted plan review software (e.g., ProjectDox or Bluebeam Studios) to, for example, markup plans with corrections and redlines and/or coordinate with other internal agencies, may involve additional time being added to the plan review time at the associated plan review rate.

I When requested, Building Grading Plan Review is limited to on -site general grading within the boundary of the proposed site and the disturbed area. The review is within the scope of the building permit and excludes any off -site reviews or analysis outside of the area covered by the building permit and the plan check submittal. Review will include compliance with CBC Appendix . (if the jurisdiction has adopted it), CBC Chapter 18, and applicable jurisdictional ordinances and requirements. If the agency requests a review beyond the requirements in CBC Chapter 18, Appendix), and City Ordinances, fees will be charged according to CSG's hourly rates for Land Development and Engineering services. *Administration/Plan Processing fees are incurred for specific additional services requested by the agency beyond the normally provided CSG administrative services which typically include coordinating the pick-up and return of plans; performing scanning, collating, and tracking; and providing plan review status updates to the agency. Cost for additional services will be negotiated based on the type of request with a minimum fee based on 0.5 hours of service per project.
31 CSG CONSULTANTS 639

CSGCONS-01

NCHANNAPPA
,4comb CERTIFICATE OF LIABILITY INSURANCE

4.......---- 12/9/2025

DATE(MMIDDIYYYY)
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS

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

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

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

PRODUCER License # 0C36861
Alliant Insurance Services, Inc.
560 Mission St 6th Fl
San Francisco, CA 94105
CONTACT NAME: Bernadette Heater

PHONE FAX
(A/C, No, Ext): (A/C, No):

ADDRESS: [email protected]

INSURER(S) AFFORDING COVERAGE
NAIC #
INSURER A: Travelers Indemnity Company of Connecticut
25682

INSURED
CSG Consultants, Inc.
550 Pilgrim Drive
Foster City, CA 94404
INSURER B : Travelers Property Casualty Company of America 25674
INSURER C : Pacific Insurance Company, Limited
10046
INSURER D :

INSURER E :

INSURER F :

COVERAGES
CERTIFICATE NUMBER:

REVISION NUMBER:

THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS

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

INSR
LTR

TYPE OF INSURANCE
ADDL
INSD
SUBR
WVD

POLICY NUMBER

POLICY EFF
!MM/DDIYYYYI

POLICY EXP
!MM/DDIYYYYI
LIMITS
A
X

COMMERCIAL GENERAL LIABILITY
X
660-C1303879
12/10/2025
12/10/2026

EACH OCCURRENCE
$ 1,000,000

CLAIMS -MADE
X
OCCUR

DAMAGES (RENTED
PREMISES (Ea occurrence)
300,000
$
MED EXP (Any one person)
$ 5,000

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

AGGREGATE
POLICY
OTHER:

X

LIMIT APPLIES
Fla
PER:

GENERAL AGGREGATE
$ 2,000,000

PRODUCTS - COMP/OP AGG
$ 2,000,000
$
B

AUTOMOBILE
X

LIABILITY

SCHEDULED
AUTOS

NON -OWNED UUO
X
810-C1306581

12/10/2025
12/10/2026

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

PROPERTY
a E accident) DAMAGE
$
$
B
X

UMBRELLA LIAB

EXCESS LIAB
X
OCCUR

CLAIMS -MADE
CUP -C1390577
12/10/2025
12/10/2026

EACH OCCURRENCE
$ 5,000,000

AGGREGATE
$ 5,000,000
DED
X
RETENTION $ 0
$
B

WORKERS COMPENSATION

AND EMPLOYERS' LIABILITY

ANY PROPRIETOR/PARTNER/EXECUTIVE
OFFICER/MEMBER EXCLUDED?
(Mandatory in NH)
If yes, describe under
DESCRIPTION OF OPERATIONS below
Y/N
N / A
X
UB-C138878A
12/10/2025
12/10/2026
"
PER

STATUTE
OTH-
ER
E.L. EACH ACCIDENT
1,000,000
$
E.L. DISEASE - EA EMPLOYEE
$ 1,000,000
E.L. DISEASE - POLICY LIMIT
1,000,000
$
C
Professional Liabili
83OH0489503-25
12/10/2025
12/10/2026
Ea Claim/Agg
5,000,000
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) The City of Placentia and its elected and appointed boards, officers, officials, agents, employees, and volunteers are included as additional insureds on a Primary & Non -Contributory basis on General Liability and 30 Day Notice of Cancellation per attached. Waiver of Subrogation on WC and 30 Day Notice of Cancellation on Professional per attached. Contractual Liability on Auto and Professional & 30 Day Notice of Cancellation on WC is not available.

CERTIFICATE HOLDER

CANCELLATION
City of Placentia
401 E Chapman Ave
Placentia, CA 92870

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE

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

AUTHORIZED REPRESENTATIVE
ACORD 25 (2016/03)
© 1988-2015 ACORD CORPORATION. All rights reser640
The ACORD name and logo are registered marks of ACORD

COMMERCIAL GENERAL LIABILITY
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

BLANKET ADDITIONAL INSURED - WRITTEN

CONTRACTS (ARCHITECTS, ENGINEERS AND

SURVEYORS)
This endorsement modifies insurance provided under the following:

COMMERCIAL GENERAL LIABILITY COVERAGE PART

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

Any person or organization that you agree in a
"written contract requiring insurance" to include as
an additional insured on this Coverage Part, but:
a. Only with respect to liability for "bodily injury",
"property damage" or "personal injury"; and
b. If, and only to the extent that, the injury or
damage is caused by acts or omissions of
you or your subcontractor in the performance
of "your work" to which the "written contract
requiring insurance" applies. The person or
organization does not qualify as an additional
insured with respect to the independent acts
or omissions of such person or organization.

The insurance provided to such additional insured
is limited as follows:
c. In the event that the Limits of Insurance of
this Coverage Part shown in the Declarations
exceed the limits of liability required by the
"written contract requiring insurance", the in-
surance provided to the additional insured
shall be limited to the limits of liability required
by that "written contract requiring insurance".

This endorsement shall not increase the limits
of insurance described in Section III — Limits
Of Insurance.
d. This insurance does not apply to the render-
ing of or failure to render any "professional
services" or construction management errors
or omissions.
e. This insurance does not apply to "bodily in-
jury" or "property damage" caused by "your
work" and included in the "products -
completed operations hazard" unless the
"written contract requiring insurance" specifi-
cally requires you to provide such coverage
for that additional insured, and then the insur-
ance provided to the additional insured ap-
plies only to such "bodily injury" or "property
damage" that occurs before the end of the pe-
riod of time for which the "written contract re-
quiring insurance" requires you to provide
such coverage or the end of the policy period,
whichever is earlier.

2. The following is added to Paragraph 4.a. of SEC-

TION IV - COMMERCIAL GENERAL LIABILITY
CONDITIONS:

The insurance provided to the additional insured
is excess over any valid and collectible "other in-
surance", whether primary, excess, contingent or
on any other basis, that is available to the addi-
tional insured for a loss we cover. However, if you
specifically agree in the "written contract requiring
insurance" that this insurance provided to the ad-
ditional insured under this Coverage Part must
apply on a primary basis or a primary and non-
contributory basis, this insurance is primary to
"other insurance" available to the additional in-
sured which covers that person or organization as
a named insured for such loss, and we will not
share with that "other insurance". But this insur-
ance provided to the additional insured still is ex-
cess over any valid and collectible "other insur-
ance", whether primary, excess, contingent or on
any other basis, that is available to the additional
insured when that person or organization is an
additional insured under any "other insurance".

3. The following is added to SECTION IV - COM-
MERCIAL GENERAL LIABILITY CONDITIONS:

Duties Of An Additional Insured
As a condition of coverage provided to the addi-
tional insured:
a. The additional insured must give us written
notice as soon as practicable of an "occur-
rence" or an offense which may result in a
claim. To the extent possible, such notice
should include:

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641

COMMERCIAL GENERAL LIABILITY
i. How, when and where the "occurrence"
or offense took place;
ii. The names and addresses of any injured
persons and witnesses; and
iii. The nature and location of any injury or
damage arising out of the "occurrence" or
offense.
b. If a claim is made or "suit" is brought against
the additional insured, the additional insured
must:
i. Immediately record the specifics of the
claim or "suit" and the date received; and
ii. Notify us as soon as practicable.

The additional insured must see to it that we
receive written notice of the claim or "suit" as
soon as practicable.
c. The additional insured must immediately send
us copies of all legal papers received in con-
nection with the claim or "suit", cooperate with
us in the investigation or settlement of the
claim or defense against the "suit", and oth-
erwise comply with all policy conditions.
d. The additional insured must tender the de-
fense and indemnity of any claim or "suit" to
any provider of other insurance which would
cover the additional insured for a loss we
cover. However, this condition does not affect
whether this insurance provided to the addi-
tional insured is primary to that other insur-
ance available to the additional insured which
covers that person or organization as a
named insured.

4. The following is added to the DEFINITIONS Sec-
tion:
"Written contract requiring insurance" means that
part of any written contract or agreement under
which you are required to include a person or or-
ganization as an additional insured on this Cover-
age Part, provided that the "bodily injury" and
"property damage" occurs and the "personal in-
jury" is caused by an offense committed:
a. After the signing and execution of the contract
or agreement by you;
b. While that part of the contract or agreement is
in effect; and
c. Before the end of the policy period.