© 2008 The Travelers Companies, Inc. CG D4 14 04 08
642
COMMERCIAL GENERAL LIABILITY
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.
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COMMERCIAL GENERAL LIABILITY
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
XTEND ENDORSEMENT FOR ARCHITECTS, ENGINEERS
AND SURVEYORS
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
GENERAL DESCRIPTION OF COVERAGE — This endorsement broadens coverage. However, coverage for any injury, damage or medical expenses described in any of the provisions of this endorsement may be excluded or limited by another endorsement to this Coverage Part, and these coverage broadening provisions do not apply to the extent that coverage is excluded or limited by such an endorsement. The following listing is a general coverage description only. Read all the provisions of this endorsement and the rest of your policy carefully to determine rights, duties, and what is and is not covered.
A. Non -Owned Watercraft — 75 Feet Long Or Less
B. Who Is An Insured — Unnamed Subsidiaries
C. Who Is An Insured — Retired Partners, Members,
Directors And Employees
D. Who Is An Insured — Employees And Volunteer
Workers — Bodily Injury To Co -Employees, Co -
Volunteer Workers And Retired Partners,
Members, Directors And Employees
E. Who Is An Insured — Newly Acquired Or Formed
Limited Liability Companies
F. Blanket Additional Insured — Controlling Interest
G. Blanket Additional Insured — Mortgagees,
Assignees, Successors Or Receivers
PROVISIONS
A. NON -OWNED WATERCRAFT - 75 FEET
LONG OR LESS
1. The following replaces Paragraph (2) of
Exclusion g., Aircraft, Auto Or Watercraft,
in Paragraph 2. of SECTION I -
COVERAGES — COVERAGE A — BODILY
INJURY AND PROPERTY DAMAGE
LIABILITY
(2) A watercraft you do not own that is:
(a) 75 feet long or less; and
(b) Not being used to carry any person
or property for a charge;
2. The following replaces Paragraph 2.e. of
SECTION II - WHO IS AN INSURED
e. Any person or organization that, with
your express or implied consent, either
H. Blanket Additional Insured — Governmental
Entities — Permits Or Authorizations Relating To
Premises
I. Blanket Additional Insured — Governmental
Entities — Permits Or Authorizations Relating To
Operations
J. Incidental Medical Malpractice
K. Medical Payments — Increased Limit
L. Amendment Of Excess Insurance Condition —
Professional Liability
M. Blanket Waiver Of Subrogation — When Required
By Written Contract Or Agreement
N. Contractual Liability — Railroads
uses or is responsible for the use of a
watercraft that you do not own that is:
(1) 75 feet long or less; and
(2) Not being used to carry any person
or property for a charge;
B. WHO IS AN INSURED - UNNAMED
SUBSIDIARIES
The following is added to SECTION II - WHO IS
AN INSURED:
Any of your subsidiaries, other than a partnership
or joint venture, that is not shown as a Named
Insured in the Declarations is a Named Insured
if:
a. You are the sole owner of, or maintain an
ownership interest of more than 50% in, such
subsidiary on the first day of the policy
period; and
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644
COMMERCIAL GENERAL LIABILITY
b. Such subsidiary is not an insured under
similar other insurance.
No such subsidiary is an insured for "bodily
injury" or "property damage" that occurred, or
"personal and advertising injury" caused by an
offense committed:
a. Before you maintained an ownership interest
of more than 50% in such subsidiary; or
b. After the date, if any, during the policy period
that you no longer maintain an ownership
interest of more than 50% in such subsidiary.
For purposes of Paragraph 1. of Section II — Who
Is An Insured, each such subsidiary will be
deemed to be designated in the Declarations as:
a. A limited liability company;
b. An organization other than a partnership,
joint venture or limited liability company; or
c. A trust;
as indicated in its name or the documents that
govern its structure.
C. WHO IS AN INSURED - RETIRED PARTNERS,
MEMBERS, DIRECTORS AND EMPLOYEES
The following is added to Paragraph 2. of
SECTION II - WHO IS AN INSURED
Any person who is your retired partner, member,
director or "employee" that is performing services
for you under your direct supervision, but only for
acts within the scope of their employment by you
or while performing duties related to the conduct
of your business. However, no such retired
partner, member, director or "employee" is an
insured for:
(1) "Bodily injury":
(a) To you, to your current partners or
members (if you are a partnership or
joint venture), to your current members
(if you are a limited liability company) or
to your current directors;
(b) To the spouse, child, parent, brother or
sister of that current partner, member or
director as a consequence of Paragraph
(1)(a) above;
(c) For which there is any obligation to
share damages with or repay someone
else who must pay damages because of
the injury described in Paragraph (1)(a)
or (b) above; or
(d) Arising out of his or her providing or
failing to provide professional health care
services.
Unless you are in the business or occupation
of providing professional health care
services, Paragraphs (1)(a) (b) (c) and (d)
above do not apply to "bodily injury" arising
out of providing or failing to provide first aid
or "Good Samaritan services" by any of your
retired partners, members, directors or
"employees", other than a doctor. Any such
retired partners, members, directors or
"employees" providing or failing to provide
first aid or "Good Samaritan services" during
their work hours for you will be deemed to be
acting within the scope of their employment
by you or performing duties related to the
conduct of your business.
(2) "Personal injury":
(a) To you, to your current or retired
partners or members (if you are a
partnership or joint venture), to your
current or retired members (if you are a
limited liability company), to your other
current or retired directors or
"employees" while in the course of his or
her employment or performing duties
related to the conduct of your business,
or to your other "volunteer workers"
while performing duties related to the
conduct of your business;
(b) To the spouse, child, parent, brother or
sister of that current or retired partner,
member, director, "employee" or
"volunteer worker" as a consequence of
Paragraph (2)(a) above;
(c) For which there is any obligation to
share damages with or repay someone
else who must pay damages because of
the injury described in Paragraph (2)(a)
or (b) above; or
(d) Arising out of his or her providing or
failing to provide professional health care
services.
(3) "Property damage" to property:
(a) Owned, occupied or used by; or
(b) Rented to, in the care, custody or control
of, or over which physical control is
being exercised for any purpose by;
you, any of your retired partners, members
or directors, your current or retired
"employees" or "volunteer workers", any
current partner or member (if you are a
partnership or joint venture), or any current
member (if you are a limited liability
company) or current director.
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COMMERCIAL GENERAL LIABILITY
D. WHO IS AN INSURED - EMPLOYEES AND
VOLUNTEER WORKERS - BODILY INJURY
TO CO -EMPLOYEES, CO -VOLUNTEER
WORKERS AND RETIRED PARTNERS,
MEMBERS, DIRECTORS AND EMPLOYEES
The following is added to Paragraph 2.a.(1) of
SECTION II - WHO IS AN INSURED
Paragraphs (1)(a), (b) and (c) above do not
apply to "bodily injury" to a current or retired co -
"employee" while in the course of the co -
"employee's" employment by you or performing
duties related to the conduct of your business, or
to "bodily injury" to your other "volunteer
workers" or retired partners, members or
directors while performing duties related to the
conduct of your business.
E. WHO IS AN INSURED - NEWLY ACQUIRED
OR FORMED LIMITED LIABILITY COMPANIES
The following replaces Paragraph 3. of
SECTION II - WHO IS AN INSURED
3. Any organization you newly acquire or form,
other than a partnership or joint venture, and
of which you are the sole owner or in which
you maintain an ownership interest of more
than 50%, will qualify as a Named Insured if
there is no other similar insurance available
to that organization. However:
a. Coverage under this provision is
afforded only:
(1) Until the 180th day after you acquire
or form the organization or the end
of the policy period, whichever is
earlier, if you do not report such
organization in writing to us within
180 days after you acquire or form it;
or
(2) Until the end of the policy period,
when that date is later than 180 days
after you acquire or form such
organization, if you report such
organization in writing to us within
180 days after you acquire or form it;
b. Coverage A does not apply to "bodily
injury" or "property damage" that
occurred before you acquired or formed
the organization; and
c. Coverage B does not apply to "personal
and advertising injury" arising out of an
offense committed before you acquired
or formed the organization.
For the purposes of Paragraph 1. of Section
II — Who Is An Insured, each such
organization will be deemed to be
designated in the Declarations as:
a. A limited liability company;
b. An organization other than a partnership,
joint venture or limited liability company;
or
c. A trust;
as indicated in its name or the documents
that govern its structure.
F. BLANKET ADDITIONAL INSURED -
CONTROLLING INTEREST
1. The following is added to SECTION II -
WHO IS AN INSURED
Any person or organization that has financial
control of you is an insured with respect to
liability for "bodily injury", "property damage"
or "personal and advertising injury" that
arises out of:
a. Such financial control; or
b. Such person's or organization's
ownership, maintenance or use of
premises leased to or occupied by you.
The insurance provided to such person or
organization does not apply to structural
alterations, new construction or demolition
operations performed by or on behalf of such
person or organization.
2. The following is added to Paragraph 4. of
SECTION II - WHO IS AN INSURED
This paragraph does not apply to any
premises owner, manager or lessor that has
financial control of you.
G. BLANKET ADDITIONAL INSURED -
MORTGAGEES, ASSIGNEES, SUCCESSORS
OR RECEIVERS
The following is added to SECTION II - WHO IS
AN INSURED:
Any person or organization that is a mortgagee,
assignee, successor or receiver and that you
have agreed in a written contract or agreement
to include as an additional insured on this
Coverage Part is an insured, but only with
respect to its liability as mortgagee, assignee,
successor or receiver for "bodily injury", "property
damage" or "personal and advertising injury"
that:
a. Is "bodily injury" or "property damage" that
occurs, or is "personal and advertising injury"
caused by an offense that is committed,
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646
COMMERCIAL GENERAL LIABILITY
subsequent to the signing of that contract or
agreement; and
b. Arises out of the ownership, maintenance or
use of the premises for which that
mortgagee, assignee, successor or receiver
is required under that contract or agreement
to be included as an additional insured on
this Coverage Part.
The insurance provided to such mortgagee,
assignee, successor or receiver is subject to the
following provisions:
a. The limits of insurance provided to such
mortgagee, assignee, successor or receiver
will be the minimum limits that you agreed to
provide in the written contract or agreement,
or the limits shown in the Declarations,
whichever are less.
b. The insurance provided to such person or
organization does not apply to:
(1) Any "bodily injury" or "property damage"
that occurs, or any "personal and
advertising injury" caused by an offense
that is committed, after such contract or
agreement is no longer in effect; or
(2) Any "bodily injury", "property damage" or
"personal and advertising injury" arising
out of any structural alterations, new
construction or demolition operations
performed by or on behalf of such
mortgagee, assignee, successor or
receiver.
H. BLANKET ADDITIONAL INSURED -
GOVERNMENTAL ENTITIES - PERMITS OR
AUTHORIZATIONS RELATING TO PREMISES
The following is added to SECTION II - WHO IS
AN INSURED:
Any governmental entity that has issued a permit
or authorization with respect to premises owned
or occupied by, or rented or loaned to, you and
that you are required by any ordinance, law,
building code or written contract or agreement to
include as an additional insured on this
Coverage Part is an insured, but only with
respect to liability for "bodily injury", "property
damage" or "personal and advertising injury"
arising out of the existence, ownership, use,
maintenance, repair, construction, erection or
removal of any of the following for which that
governmental entity has issued such permit or
authorization: advertising signs, awnings,
canopies, cellar entrances, coal holes,
driveways, manholes, marquees, hoist away
openings, sidewalk vaults, elevators, street
banners or decorations.
I. BLANKET ADDITIONAL INSURED -
GOVERNMENTAL ENTITIES - PERMITS
OR AUTHORIZATIONS RELATING TO
OPERATIONS
The following is added to SECTION II - WHO IS
AN INSURED:
Any governmental entity that has issued a permit
or authorization with respect to operations
performed by you or on your behalf and that you
are required by any ordinance, law, building code
or written contract or agreement to include as an
additional insured on this Coverage Part is an
insured, but only with respect to liability for
"bodily injury", "property damage" or "personal
and advertising injury" arising out of such
operations.
The insurance provided to such governmental
entity does not apply to:
a. Any "bodily injury", "property damage" or
"personal and advertising injury" arising out
of operations performed for the
governmental entity; or
b. Any "bodily injury" or "property damage"
included in the "products -completed
operations hazard".
J. INCIDENTAL MEDICAL MALPRACTICE
1. The following replaces Paragraph b. of the
definition of "occurrence" in the
DEFINITIONS Section:
b. An act or omission committed in
providing or failing to provide "incidental
medical services", first aid or "Good
Samaritan services" to a person, unless
you are in the business or occupation of
providing professional health care
services.
2. The following replaces the last paragraph of
Paragraph 2.a.(1) of SECTION II - WHO IS
AN INSURED:
Unless you are in the business or occupation
of providing professional health care
services, Paragraphs (1)(a) (b) (c) and (d)
above do not apply to "bodily injury" arising
out of providing or failing to provide:
(a) "Incidental medical services" by any of
your "employees" who is a nurse,
nurse assistant, emergency medical
technician, paramedic, athletic trainer,
audiologist, dietician, nutritionist,
© 2017 The Travelers Indemnity Company. All rights reserved. CG D3 79 02 19 Includes copyrighted material of Insurance Services Office, Inc. with its permission. 647
COMMERCIAL GENERAL LIABILITY
occupational therapist or occupational
therapy assistant, physical therapist or
speech -language pathologist; or
(b) First aid or "Good Samaritan services"
by any of your "employees" or "volunteer
workers", other than an employed or
volunteer doctor. Any such "employees"
or "volunteer workers" providing or failing
to provide first aid or "Good Samaritan
services" during their work hours for you
will be deemed to be acting within the
scope of their employment by you or
performing duties related to the conduct
of your business.
3. The following replaces the last sentence of
Paragraph 5. of SECTION III - LIMITS OF
INSURANCE:
For the purposes of determining the
applicable Each Occurrence Limit, all related
acts or omissions committed in providing or
failing to provide "incidental medical
services", first aid or "Good Samaritan
services" to any one person will be deemed
to be one "occurrence".
4. The following exclusion is added to
Paragraph g. Eatlusions SECTION I -
COVERAGES - COVERAGE A - BODILY
INJURY AND PROPERTY DAMAGE
LIABILITY
Sale Of Pharmaceuticals
"Bodily injury" or "property damage" arising
out of the violation of a penal statute or
ordinance relating to the sale of
pharmaceuticals committed by, or with the
knowledge or consent of the insured.
5. The following is added to the DEFINITIONS
Section:
"Incidental medical services" means:
a. Medical, surgical, dental, laboratory, x-
ray or nursing service or treatment,
advice or instruction, or the related
furnishing of food or beverages; or
b. The furnishing or dispensing of drugs or
medical, dental, or surgical supplies or
appliances.
6. The following is added to Paragraph 4.b.,
Excess Insurance, of SECTION IV -
COMMERCIAL GENERAL LIABILITY
CONDITIONS:
This insurance is excess over any valid and
collectible other insurance, whether primary,
excess, contingent or on any other basis,
that is available to any of your "employees"
for "bodily injury" that arises out of providing
or failing to provide "incidental medical
services" to any person to the extent not
subject to Paragraph 2.a.(1) of Section II —
Who Is An Insured.
K. MEDICAL PAYMENTS - INCREASED LIMIT
The following replaces Paragraph 7. of
SECTION III - LIMITS OF INSURANCE
7. Subject to Paragraph 5. above, the Medical
Expense Limit is the most we will pay under
Coverage C for all medical expenses
because of "bodily injury" sustained by any
one person, and will be the higher of:
a. $10,000; or
b. The amount shown in the Declarations of
this Coverage Part for Medical Expense
Limit.
L. AMENDMENT OF EXCESS INSURANCE
CONDITION - PROFESSIONAL LIABILITY
The following is added to Paragraph 4.b.,
Excess Insurance, of SECTION IV -
COMMERCIAL GENERAL LIABILITY
CONDITIONS:
This insurance is excess over any of the other
insurance, whether primary, excess, contingent
or on any other basis, that is Professional
Liability or similar coverage, to the extent the
loss is not subject to the professional services
exclusion of Coverage A or Coverage B
M. BLANKET WAIVER OF SUBROGATION —
WHEN REQUIRED BY WRITTEN CONTRACT
OR AGREEMENT
The following is added to Paragraph $. Transfer
Of Rights Of Recovery Against Others To Us,
of SECTION IV - COMMERCIAL GENERAL
LIABILITY CONDITIONS
If the insured has agreed in a written contract or
agreement to waive that insured's right of
recovery against any person or organization, we
waive our right of recovery against such person
or organization, but only for payments we make
because of:
a. "Bodily injury" or "property damage" that
occurs; or
b. "Personal and advertising injury" caused by
an offense that is committed;
subsequent to the signing of that contract or
agreement.
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COMMERCIAL GENERAL LIABILITY
N. CONTRACTUAL LIABILITY - RAILROADS
1. The following replaces Paragraph c. of the
definition of "insured contract" in the
DEFINITIONS Section:
c. Any easement or license agreement;
2. Paragraph f.(1) of the definition of "insured
contract" in the DEFINITIONS Section is
deleted.
© 2017 The Travelers Indemnity Company. All rights reserved. CG D3 79 02 19 Includes copyrighted material of Insurance Services Office, Inc. with its permission. 649
COMMERCIAL AUTO
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
BUSINESS AUTO EXTENSION ENDORSEMENT
This endorsement modifies insurance provided under the following:
BUSINESS AUTO COVERAGE FORM
With respect to coverage provided by this endorsement, the provisions of the Coverage Form apply unless modified by the endorsement.
GfENERfblrsDESG RMIONgaR RIAGEever, coverage for any
injury, damage or medical expenses described in any of the provisions of this endorsement may be excluded or limited by another endorsement to the Coverage Part, and these coverage broadening provisions do not apply to the extent that coverage is excluded or limited by such an endorsement. The following listing is a general coverage description only. Limitations and exclusions may apply to these coverages. Read all the provisions of this endorsement and the rest of your policy carefully to determine rights, duties, and what is and is not covered.
A.
B.
C.
D.
BROAD FORM NAMED INSURED
BLANKET ADDITIONAL INSURED
EMPLOYEE HIRED AUTO
EMPLOYEES AS INSURED
E. SUPPLEMENTARY PAYMENTS - INCREASED
LIMITS
F. HIRED AUTO - LIMITED WORLDWIDE
COVERAGE - INDEMNITY BASIS
G. WAIVER OF DEDUCTIBLE - GLASS
PROVISIONS
A. BROAD FORM NAMED INSURED
The following is added to Paragraph A.1. Who Is
Anof Insured SECTION II — LIABILITY
COVERAGE
Any organization you newly acquire or form
during the policy period over which you maintain
50% or more ownership interest and that is not
separately insured for Business Auto Coverage.
Coverage under this provision is afforded only
until the 180th day after you acquire or form the
organization or the end of the policy period,
whichever is earlier.
B. BLANKET ADDITIONAL INSURED
The following is added to Paragraph c. in ,p.1.
iAttio Is An Insured SECTION II — LIABILITY
COVERAGE
This includes any person or organization who you
are required under a written contract or
agreement between you and that person or
organization, that is signed by you before the
"bodily injury" or "property damage" occurs and
that is in effect during the policy period, to name
H. HIRED AUTO PHYSICAL DAMAGE - LOSS OF
USE - INCREASED LIMIT
I. PHYSICAL DAMAGE - TRANSPORTATION
EXPENSES - INCREASED LIMIT
J. PERSONAL EFFECTS
K. AIRBAGS
L. NOTICE AND KNOWLEDGE OF ACCIDENT OR
LOSS
M. BLANKET WAIVER OF SUBROGATION
N. UNINTENTIONAL ERRORS OR OMISSIONS
as an additional insured for Liability Coverage,
but only for damages to which this insurance
applies and only to the extent of that person's or
organization's liability for the conduct of another
"insured".
C. EMPLOYEE HIRED AUTO
1. The following is added to Paragraph A.1.
Who Is An Insured, of SECTION II -
LIABILITY COVERAGE
An "employee" of yours is an "insured" while
operating an "auto" hired or rented under a
contract or agreement in that "employee's"
name, with your permission, while performing
duties related to the conduct of your
business.
2. The following replaces Paragraph b. in B.5.,
Qthr Insurance SECTION IV -
BUSINESS AUTO CONDITIONS:
b. For Hired Auto Physical Damage
Coverage, the following are deemed to be
covered "autos" you own:
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COMMERCIAL AUTO
(1) Any covered "auto" you lease, hire,
rent or borrow; and
(2) Any covered "auto" hired or rented by
your "employee" under a contract in
that individual "employee's" name,
with your permission, while
performing duties related to the
conduct of your business.
However, any "auto" that is leased, hired,
rented or borrowed with a driver is not a
covered "auto".
D. EMPLOYEES AS INSURED
The following is added to Paragraph ,p.1. Who Is
An Insured, of SECTION II — LIABILITY
COVERAGE
Any "employee" of yours is an "insured" while
using a covered "auto" you don't own, hire or
borrow in your business or your personal affairs.
E. SUPPLEMENTARY PAYMENTS - INCREASED
LIMITS
1. The following replaces Paragraph A.2.a.(2)
of SECTION II — LIABILITY COVERAGE
(2) Up to $3,000 for cost of bail bonds
(including bonds for related traffic law
violations) required because of an
"accident" we cover. We do not have to
furnish these bonds.
2. The following replaces Paragraph A.2.a.(4)
of SECTION II — LIABILITY COVERAGE
(4) All reasonable expenses incurred by the
"insured" at our request, including actual
loss of earnings up to $500 a day
because of time off from work.
F. HIRED AUTO — LIMITED WORLDWIDE
COVERAGE — INDEMNITY BASIS
The following replaces Subparagraph e. in
Paragraph B.7., Policy Term, Coverage
T ilritory SECTION IV - BUSINESS AUTO
CONDITIONS
e. Anywhere in the world, except any country or
jurisdiction while any trade sanction,
embargo, or similar regulation imposed by the
United States of America applies to and
prohibits the transaction of business with or
within such country or jurisdiction, for Liability
Coverage for any covered "auto" that you
lease, hire, rent or borrow without a driver for
a period of 30 days or less and that is not an
"auto" you lease, hire, rent or borrow from
any of your "employees", partners (if you are
a partnership), members (if you are a limited
liability company) or members of their
households.
(1) With respect to any claim made or "suit"
brought outside the United States of
America, the territories and possessions
of the United States of America, Puerto
Rico and Canada:
(a) You must arrange to defend the
"insured" against, and investigate or
settle any such claim or "suit" and
keep us advised of all proceedings
and actions.
(b) Neither you nor any other involved
"insured" will make any settlement
without our consent.
(c) We may, at our discretion, participate
in defending the "insured" against, or
in the settlement of, any claim or
"suit".
(d) We will reimburse the "insured":
(i) For sums that the "insured"
legally must pay as damages
because of "bodily injury" or
"property damage" to which this
insurance applies, that the
"insured" pays with our consent,
but only up to the limit described
in Paragraph C. Limit Of
Insurance, of SECTION II -
LIABILITY COVERAGE;
(ii) For the reasonable expenses
incurred with our consent for your
investigation of such claims and
your defense of the "insured"
against any such "suit", but only
up to and included within the limit
described in Paragraph CLimit
Of Insurance, of SECTION II -
LIABILITY COVERAGE, and not
in addition to such limit. Our duty
to make such payments ends
when we have used up the
applicable limit of insurance in
payments for damages,
settlements or defense expenses.
(2) This insurance is excess over any valid
and collectible other insurance available
to the "insured" whether primary, excess
contingent or on any other basis.
This insurance is not a substitute for
required or compulsory insurance in any
country outside the United States, its
(3)
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COMMERCIAL AUTO
territories and possessions, Puerto Rico
and Canada.
You agree to maintain all required or
compulsory insurance in any such
country up to the minimum limits required
by local law. Your failure to comply with
compulsory insurance requirements will
not invalidate the coverage afforded by
this policy, but we will only be liable to the
same extent we would have been liable
had you complied with the compulsory
insurance requirements.
(4) It is understood that we are not an
admitted or authorized insurer outside the
United States of America, its territories
and possessions, Puerto Rico and
Canada. We assume no responsibility for
the furnishing of certificates of insurance,
or for compliance in any way with the
laws of other countries relating to
insurance.
G. WAIVER OF DEDUCTIBLE — GLASS
The following is added to Paragraph D.,
Qedfactible SECTION III - PHYSICAL
DAMAGE COVERAGE
No deductible for a covered "auto" will apply to
glass damage if the glass is repaired rather than
replaced.
H. HIRED AUTO PHYSICAL DAMAGE - LOSS OF
USE - INCREASED LIMIT
The following replaces the last sentence of
Paragraph A.4.b. Lads Of Use Expenses
SECTION III - PHYSICAL DAMAGE
COVERAGE
However, the most we will pay for any expenses
for loss of use is $65 per day, to a maximum of
$750 for any one "accident".
I. PHYSICAL DAMAGE - TRANSPORTATION
EXPENSES - INCREASED LIMIT
The following replaces the first sentence in
Paragraph A.4.a. Tainsportation Expenses
SECTION III - PHYSICAL DAMAGE
COVERAGE
We will pay up to $50 per day to a maximum of
$1,500 for temporary transportation expense
incurred by you because of the total theft of a
covered "auto" of the private passenger type.
J. PERSONAL EFFECTS
The following is added to Paragraph A.4.,
Coverage Extensions SECTION III -
PHYSICAL DAMAGE COVERAGE
Personal Effects
We will pay up to $400 for "loss" to wearing
apparel and other personal effects which are:
(1) Owned by an "insured"; and
(2) In or on your covered "auto".
This coverage applies only in the event of a total
theft of your covered "auto".
No deductibles apply to this Personal Effects
coverage.
K. AIRBAGS
The following is added to Paragraph B.3.,
Fxofusions SECTION III - PHYSICAL
DAMAGE COVERAGE
Exclusion 3.a. does not apply to "loss" to one or
more airbags in a covered "auto" you own that
inflate due to a cause other than a cause of "loss"
set forth in Paragraphs A.1.b. and A.1.c., but
only:
a. If that "auto" is a covered "auto" for
Comprehensive Coverage under this policy;
b. The airbags are not covered under any
warranty; and
c. The airbags were not intentionally inflated.
We will pay up to a maximum of $1,000 for any
one "loss".
L. NOTICE AND KNOWLEDGE OF ACCIDENT OR
LOSS
The following is added to Paragraph Ala.
SECTION IV - BUSINESS AUTO CONDITIONS:
Your duty to give us or our authorized
representative prompt notice of the "accident" or
"loss" applies only when the "accident" or "loss" is
known to:
(a) You (if you are an individual);
(b) A partner (if you are a partnership);
(c) A member (if you are a limited liability
company);
(d) An executive officer, director or insurance
manager (if you are a corporation or other
organization); or
(e) Any "employee" authorized by you to give
notice of the "accident" or "loss".
M. BLANKET WAIVER OF SUBROGATION
The following replaces Paragraph A.5. Transfer
Of Rights Of Recovery Against Others To Us
of SECTION IV - BUSINESS AUTO
CONDITIONS
CA T3 53 08 17
© 2016 The Travelers Indemnity Company. All rights reserved. Page 3 of 4 Includes copyrighted material of Insurance Services Office, Inc. with its permission 652
COMMERCIAL AUTO
5. Transfer Of Rights Of Recovery Against
Others To Us
We waive any right of recovery we may have
against any person or organization to the
extent required of you by a written contract
signed and executed prior to any "accident"
or "loss", provided that the "accident" or "loss"
arises out of operations contemplated by
such contract. The waiver applies only to the
person or organization designated in such
contract.
N. UNINTENTIONAL ERRORS OR OMISSIONS
The following is added to Paragraph B.2.,
Concealment, Misrepresentation, Or Fraud, of
SECTION IV - BUSINESS AUTO CONDITIONS:
The unintentional omission of, or unintentional
error in, any information given by you shall not
prejudice your rights under this insurance.
However this provision does not affect our right to
collect additional premium or exercise our right of
cancellation or non -renewal.
© 2016 The Travelers Indemnity Company. All rights reserved. CA T3 53 08 17 Includes copyrighted material of Insurance Services Office, Inc. with its permission 653
COMMERCIAL AUTO
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
BLANKET ADDITIONAL INSURED - PRIMARY AND
NON-CONTRIBUTORY WITH OTHER INSURANCE
This endorsement modifies insurance provided under the following:
BUSINESS AUTO COVERAGE FORM
PROVISIONS
1. The following is added to Paragraph A.1.c., Who
Is oAn Insured SECTION II — LIABILITY
COVERAGE
This includes any person or organization who you
are required under a written contract or
agreement between you and that person or
organization, that is signed by you before the
"bodily injury" or "property damage" occurs and
that is in effect during the policy period, to name
as an additional insured for Liability Coverage,
but only for damages to which this insurance
applies and only to the extent of that person's or
organization's liability for the conduct of another
"insured".
2. The following is added to Paragraph B.5., Other
Insurance of SECTION IV - BUSINESS AUTO
CONDITIONS
Regardless of the provisions of paragraph a. and
paragraph d. of this part 5. Other Insurance, this
insurance is primary to and non-contributory with
applicable other insurance under which an
additional insured person or organization is the
first named insured when the written contract or
agreement between you and that person or
organization, that is signed by you before the
"bodily injury" or "property damage" occurs and
that is in effect during the policy period, requires
this insurance to be primary and non-contributory.
CA T4 74 08 17
© 2016 The Travelers Indemnity Company. All rights reserved. Page 1 of 1 Includes copyrighted material of Insurance Services Office, Inc. with its permission. 654
TRAVELERSJ
WORKERS COMPENSATION
AND
EMPLOYERS LIABILITY POLICY
ENDORSEMENT WC 00 03 13 (00) -
POLICY NUMBER: UB-C138878A
WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT
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.) This agreement shall not operate directly or indirectly to benefit any one not named in the Schedule.
SCHEDULE
DESIGNATED PERSON:
Any person or organization for which the insured has agreed by written contract executed prior to loss to furnish this waiver.
DESIGNATED ORGANIZATION:
DATE OF ISSUE: ST ASSIGN:
655
Agenda Item No: 1.r
PLACENTIA CITY COUNCIL AGENDA REPORT
Meeting Date: June 16, 2026
Submitted by: Ontoine Lewis
From: Public Works
Subject:
AWARD OF CONTRACT TO NEW GENERATION LANDSCAPE MANAGEMENT FOR
LANDSCAPE MAINTENANCE SERVICES
Financial Impact:
Expense: $244,900 Annual Contract Amount
Proposed Budget: 101-80403-6300 - Proposed FY 26-27 Budget $153,154 210-80000-6011 - Proposed FY 26-27 Budget $ 97,725
218-80000-6011 - Proposed FY 26-27 Budget $139,000
223-90000-6011 - Proposed FY 26-27 Budget $ 16,626
Total Budget: $406,505
Summary:
The City's current agreement for landscape maintenance services provides for the routine maintenance of all the City's landscaped medians and parkways and is scheduled to expire on June 30, 2026. The scope of services under this proposed agreement includes general landscape maintenance, turf grass maintenance, weed control, fertilization, shrub, and groundcover maintenance. The City issued a notice inviting bids for these services, and bids were received on June 1, 2026, from eight (8) contractors. New Generation Landscape Management was deemed the best candidate and responsive and responsible bidder. This action will award a three-year agreement with a potential one (1) two-year term extension to New Generation Landscape Management Inc, in an annual not -to -exceed amount of $244,900 and a cumulative three-year contract not -to -exceed amount of $734,700.
Recommended Action:
It is recommended that the City Council:
1. Approve a Maintenance Services Agreement with New Generation Landscape Management for Landscape Maintenance Services in an amount not to exceed $244,900 per year for an initial three (3) year contract term resulting in a total contract not -to -exceed amount of $734,700 and including an option to extend for an additional two-year term based upon contractor performance; and
2. Authorize the City Administrator to approve contract change orders up to 10% of the total contract not -to -exceed amount; and
3. Authorize the City Administrator and/or her designee to execute all necessary documents, in a form approved by the City Attorney.
656
Strategic Plan Statement:
This item aligns with Strategic Goal No. 3: Infrastructure, Facilities, and Public Spaces.
Awarding this contract ensures our public spaces are clean, attractive, and reflective of the city's commitment to quality.
Discussion:
The City's current contract for landscape maintenance services is set to expire on June 30, 2026. Medians, parkways, and other landscaped areas included in the City's Landscape Maintenance District 92-1 are also included in this contract. The contract scope of work provides routine turf grass and landscape maintenance, as well as pest, rodent, and weed control.
On June 1, 2026, the City received eight (8) bids from contractors to provide these services.
The following table provides the bid amounts received from each contractor:
Contractor
Bid Amount
New Generation Landscape Management
$244,900.00
Tropical Plaza Nursery, Inc.
$265,425.20
EMTS, Inc
$281,112.00
Colts Landscape Inc
$287,999.99
Priority Landscape Services
$328,260.00
Mariposa Landscapes, Inc.
$338,718.10
Nieves Landscape, LLC.
$423,307.79
Greentech Landscape Inc.
$555,015.00
Staff reviewed the bids received for mathematical and other errors. New Generation Landscape Management submitted the low bid received in the amount of $244,900. Based on the low bid received and New Generation Landscape Management's bid package, staff recommends that the City Council award a contract for Landscape Maintenance Services to New Generation Landscape Management.
Financial Summary:
The agreement with New Generation Landscape Management is for an annual not -to -exceed amount of $244,900. The term of the agreement is three (3) years for a cumulative three-year not -to -exceed contract amount of $734,700, with the option to extend for one (1) additional two-year term based upon contractor performance and at the discretion of the City. Funding for Landscape Maintenance Services has been included in the proposed Fiscal Year 2026-27 Operating Budget.
Attachments
New Generation Landscape Management (Vendor signed) Landscape Maintenance Service Agreement 6 11 2026.pdf
657
CITY OF PLACENTIA
MAINTENANCE SERVICES AGREEMENT
WITH
NEW GENERATION LANDSCAPE MANAGEMENT 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 New Generation Landscape Management Inc., a California Corporation ("Contractor").
WITNESSETH:
A. WHEREAS, City proposes to utilize the services of Contractor as an independent contractor to provide Landscape Maintenance, as more fully described herein; and B. WHEREAS, Contractor 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 Contractor 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 CONTRACTOR
1.1. Scope of Services. Contractor shall provide the professional services described in Contractor'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 Contractor 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 contractors in similar fields and circumstances in accordance with sound professional practices. Contractor 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 Contractor's performance of this Agreement. Contractor 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 Contractor 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 Contractor to comply with this Section.
1.3. Performance to Satisfaction of City. Contractor agrees to perform all the work to the complete satisfaction of the City and within the hereinafter specified. Evaluations of the work will be done by the City Administrator or his or her designee. If the quality of work is not satisfactory, City in its discretion has the right to:
(a) Meet with Contractor to review the quality of the work and resolve the 658
matters of concern;
(b) Require Contractor 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. Contractor 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. Contractor 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 Contractor's performance under this Agreement.
1.5. Non-discrimination. In performing this Agreement, Contractor 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.
Contractor agrees to post in conspicuous places, available to employees and applicants for employment, a notice setting forth provisions of this non-discrimination clause.
Contractor shall, in all solicitations and advertisements for employees placed by, or on behalf of Contractor 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. Contractor 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. Contractor acknowledges that City may enter into agreements with other Contractors 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 Assicnment. This is a personal service contract, and the duties set forth herein shall not be delegated or assigned to any person or entity without the prior written consent of City. Contractor may engage a subcontractor(s) as permitted by law and may employ other personnel to perform services contemplated by this Agreement at Contractor's sole cost and expense. All insurance requirements contained in this Agreement are independently applicable to any and all subcontractors that Contractor may engage during the term of this Agreement.
1.8. Confidentiality. Employees of Contractor in the course of their duties may have access to financial, accounting, statistical, and personnel data of private individuals and 2 New Generation Landscape Management Inc.'
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employees of City. Contractor covenants that all data, documents, discussion, or other information developed or received by Contractor or provided for performance of this Agreement are deemed confidential and shall not be disclosed by Contractor 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. Contractor's covenant under this Section shall survive the termination of this Agreement.
2.0. COMPENSATION AND BILLING
2.1. Compensation. Contractor shall be paid in accordance with the fee schedule set forth in Exhibit "A". Contractor's total compensation shall not exceed Two Hundred Forty -Four Thousand Nine Hundred Dollars ($244,900) annually or a cumulative amount of Seven Hundred Thirty -Four Thousand Seven Hundred Dollars ($734,700) , unless authorized herein.
2.2. Additional Services. Contractor shall not receive compensation for any services provided outside the scope of services specified in the Contractor'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 Contractor 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 Contractor's standard hourly rates shall be paid to the Contractor 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. Contractor 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 Contractor's services which have been completed to City's sole satisfaction. City shall pay Contractor'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 Contractor's services relating to this Agreement shall be maintained in accordance with generally recognized accounting principles and shall be made available to City or its Project Manager for inspection and/or audit at mutually convenient times for a period of three (3) years from the Effective Date.
3.0. TIME OF PERFORMANCE
3.1. Commencement and Completion of Work. The professional services to be performed pursuant to this Agreement shall commence within five (5) days from the Effective Date of this Agreement. Said services shall be performed in strict compliance with the Project Schedule approved by City as set forth in Exhibit "A". The Project Schedule may be amended by mutual agreement of the parties. Failure to commence work in a timely manner and/or diligently pursue work to completion may be grounds for termination of this Agreement.
3.2. Excusable Delays. Neither party shall be responsible for delays or lack of 3 New Generation Landscape Management Inc.)
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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 Contractor is encountered, a time extension may be mutually agreed upon in writing by the City and the Contractor. The Contractor shall present documentation satisfactory to the City to substantiate any request for a time extension.
4.0. TERM AND TERMINATION
4.1. Term. This Agreement shall commence on the Effective Date and continue for a period of 36 months, ending on July 1, 2029, unless previously terminated as provided herein or as otherwise agreed to in writing by the parties.
4.2. Notice of Termination. The City reserves and has the right and privilege of canceling, suspending, or abandoning the execution of all or any part of the work contemplated by this Agreement, with or without cause, at any time, by providing at least fifteen (15) days prior written notice to Contractor. The termination of this Agreement shall be deemed effective upon receipt of the notice of termination. In the event of such termination, Contractor 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 Contractor 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 Contractor 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 Contractor, if the latter should:
a. Be adjudged a bankrupt;
b. Become insolvent or have a receiver of its assets or property appointed because of insolvency;
c. Make a general assignment for the benefit of creditors; d. Default in the performance of any
indebtedness under this Agreement;
e. Suffer any judgment against it to remain
for thirty (30) days or longer; or
f. Institute or suffer to be instituted any
rearrangement of its affairs.
obligation or payment of any
unsatisfied or unbonded of record
procedures for reorganization or
4.3. Compensation. In the event of termination, City shall pay Contractor for 4 New Generation Landscape Management Inca
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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 Contractor. 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 Contractor 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 Contractor, at no cost to City. Any use of uncompleted documents without specific written authorization from Contractor shall be at City's sole risk and without liability or legal expense to Contractor.
5.0. INSURANCE
5.1. Insurance. The Contractor and all subcontractors, if any, shall procure and maintain, at its sole cost and expense, in a form and content satisfactory to City, during the entire term of this Agreement including any extension thereof, insurance as set forth in Exhibit "B" attached hereto and incorporated herein by this reference.
Neither the City nor any of its officers, officials, agents, employees, or volunteers makes any representation that the types of insurance and the limits specified to be carried by Contractor under this Agreement are adequate to protect Contractor. If Contractor believes that any such insurance coverage is insufficient, Contractor shall provide, at its own expense, such additional insurance as Contractor 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. Contractor 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 indemnification provision contained in this Agreement, or the extent to which Contractor 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 5 New Generation Landscape Management Inc.j•
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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.
Contractor shall designate a representative for purposes of this Agreement who shall be authorized to issue all consents, approvals, directives, and agreements on behalf of Contractor 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 Contractor in the performance of this Agreement. It shall be the Contractor's responsibility to assure that the Project Manager is kept informed of the progress of the performance of the services and the Contractor 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.
Contractor 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 Contractor without the express written approval by the City. Contractor 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 CONTRACTOR:
New Generation Landscape
Management Inc.
7077 N Magnolia Ave
San Bernardino, CA, 92407
Tel: (190)-972-6142
Attn: Jose Lopez Jr.
IF TO CITY:
City of Placentia
401 E. Chapman Ave.
Placentia, CA 92870
Tel: 714-993-8212
Attn: Ontoine Lewis
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.
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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. Contractor agrees to submit to the personal jurisdiction of such court in the event of such action.
6.7. Assicnment. Contractor shall not voluntarily or by operation of law assign, transfer, sublet, or encumber all or any part of Contractor'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 Contractor of Contractor's obligation to perform all other obligations to be performed by Contractor 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. Contractor is and shall be acting at all times as an independent contractor and not as an employee of City. Contractor 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 Contractor or any of Contractor's employees, except as set forth in this Agreement. Contractor 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. Contractor 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 Contractor and its officers, agents, and employees, and all business licenses, if any are required, in connection with the services to be performed hereunder. Contractor 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. Contractor further agrees to indemnify and hold City harmless from any failure of Contractor to comply with the applicable worker's compensation laws. City shall have the right to offset against the amount of any fees due to Contractor under this Agreement any amount due to City from Contractor as a result of Contractor's failure to promptly pay to City any reimbursement or indemnification arising under 7 New Generation Landscape Management Inc.}
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this paragraph.
6.10. PERS Eligibility Indemnification. In the event that Contractor or any employee, agent, or subcontractor of Contractor 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, Contractor shall indemnify, defend, and hold harmless City for the payment of any employee and/or employer contributions for PERS benefits on behalf of Contractor 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, Contractor 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 Contractor's performance or services rendered under this Agreement, Contractor 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 Contractor or any of its subcontractors in the course of performance of this Agreement, shall be and remain the sole property of City. Contractor 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 Contractor. City shall indemnify and hold harmless Contractor 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 Contractor.
Contractor shall deliver to City any findings, reports, documents, information, data, preliminary notes and working documents, in any form, including but not limited to, computer tapes, discs, files audio tapes, or any other Project related items as requested by City or its authorized representative, at no additional cost to the City. Contractor or Contractor'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 8 New Generation Landscape Management Inca
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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. Contractor and its officers, employees, associates, and subcontractors, if any, will comply with all conflict of interest statutes of the State of California applicable to Contractor'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, Contractor and its officers, employees, associates, and subcontractors shall not, without the prior written approval of the City Representative, perform work for another person or entity for whom Contractor is not currently performing work that would require Contractor or one of its officers, employees, associates, or subcontractors 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. Contractor shall be responsible for its work and results under this Agreement. Contractor, 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 Contractor occurs, then Contractor shall, at no cost to City, provide all necessary design drawings, estimates and other Contractor 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. Contractor will not employ any regular employee of City while this Agreement is in effect.
6.17. Order of Precedence. In the event of an inconsistency in this Agreement and any of the attached Exhibits, the terms set forth in this Agreement shall prevail. If, and to the extent this Agreement incorporates by reference any provision of any document, such provision shall be deemed a part of this Agreement. Nevertheless, if there is any conflict among the terms and conditions of this Agreement and those of any such provision or provisions so incorporated by reference, the conflict shall be resolved by giving precedence in the following order, if applicable:
This Agreement, the City's Request for Proposals, the Contractor'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 Richts. This Agreement is entered into for the sole benefit of City and Contractor 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.
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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.
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
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ATTEST:
City Clerk and ex -officio Clerk
of the City of Placentia
CONTRACTOR:
�o5r dc- J,‹ Os 4•'•�©✓I
Signature
4 ope-? Date:
/0.8/2_f-
Lce' de Jest) v 1,01e 9 ar I —
Name and Title
W7-zslllao
Social Security or Taxpayer ID Number
APPROVED AS TO FORM:
Christian L. Bettenhausen, City Attorney
APPROVED AS TO INSURANCE:
Cyndi Alvarenga, Risk Management Analyst
APPROVED AS TO CONTENT:
Ontoine Lewis, Public Works Manager
DEPARTMENTAL APPROVAL:
Date:
Date:
Date:
Date:
Chris Tanio, Director of Public Works/City Engineer
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EXHIBIT A
CONTRACTOR'S PROPOSAL AND SCOPE OF WORK
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NEW GENERATION
-LANDSCAPE MANAGEMENT, INC.-
City of Placentia
LANDSCAPE MAINTENANCE SER VICES
RFP No. PW-26-03
Technical Proposal
Due Date: June 1, 2026
Time: 2:00pm
Submitted By:
,40114,
NEW GENERATION
LANDSCAPE MANAGEMENT, INC.-
7077 Magnolia Ave San Bernardino, CA 92407
(909) 726-1424
Contact:
Jose Lopez Jr.
Table of Contents
1. Cover Letter
2. Company Profile
3. Experience & References
4. Staffing Plan
5. Equipment Resources
6. Safety Program
7. Licenses & Certifications
8. Supporting Documents
9. Required Bid Forms
10. Bid Schedule & Pricing Proposal
11. Appendices
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Cover Letter
City of Placentia
Public Works Department
401 E. Chapman Avenue
Placentia, CA 92870
RE: Landscape Maintenance Services Proposal
Dear Evaluation Committee,
Thank you for the opportunity to submit our proposal for the City of Placentia's Landscape Maintenance Services contract.
At New Generation Landscape Management, we take pride in maintaining landscapes that are clean, well -kept, and representative of the communities they serve. Our team understands the importance of consistency, attention to detail, and regular site inspections to ensure the City's medians, parkways, slopes, and public facilities are maintained to a high standard.
We believe successful landscape maintenance comes down to doing the basics exceptionally well. Showing up on schedule, maintaining properties consistently, and taking pride in the work being performed. Through routine supervisor inspections and ongoing quality control, we work to ensure every location receives the attention it deserves.
We appreciate your consideration and look forward to the opportunity to serve the City of Placentia.
Sincerely,
Pof-, 47d -g -
Jose Lopez Jr.
Vice President
New Generation Landscape Management, Inc.
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Company Overview
New Generation Landscape Management, Inc. is a family -owned and operated company that has proudly served Southern California communities since 2014. Founded by President Jesus Lopez, the company was built on hard work, integrity, and a commitment to providing dependable landscape maintenance services. Over the years, his son, Vice President Jose Lopez Jr., joined him in helping grow the business into a trusted provider serving municipalities, homeowner associations, commercial properties, and public agencies throughout Southern California.
What began as a small family business has grown through strong client relationships, quality service, and a hands-on approach to management. While the company has expanded over the years, the values it was founded on have remained unchanged: work hard, do what you say you are going to do, and take pride in every property you maintain.
One of the things that sets New Generation apart is the involvement of its leadership team.
Jesus Lopez and Jose Lopez Jr. remain actively engaged in the day-to-day operations of the company, from client meetings and property inspections to quality control reviews and employee development. Rather than managing from a distance, they stay connected to the properties, crews, and clients they serve.
At New Generation, we believe successful landscape maintenance starts with consistency, accountability, and attention to detail. Our management team works closely with field personnel to ensure properties are maintained to a high standard and that client expectations are consistently met. We take pride in building long-term relationships and earning trust through dependable service.
We are grateful for the opportunity to be considered by the City of Placentia. As a family - owned company, it would be an honor to serve the city and help maintain the medians, parkways, slopes, and public spaces that contribute to the community's appearance and pride.
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Key Personnel
Jose de Jesus Limon Lopez, President - Certified Arborist WE — 8797AT Jose is an exceptional professional boasting a comprehensive skill set with over 20 years experience in the tree care field and a wealth of certifications, positioning him as an invaluable asset in the field of tree management. Holding esteemed qualifications such as Certified Arborist, Certified Tree Worker, Tree Climber Specialist, Ground Operation Specialist, Injection Certified Applicator, Aerial Rescue, First Aid and CPR certifications.
For the past few decades, Jose has been a driving force in the tree care industry, making significant contributions by training and certifying over 100 individuals as aerial lift tree workers. His expertise has extended to various entities, including the City of Cerritos, Arcadia, Monte Bello, Glendora, Upland, Chino, West Coast Arborist, BrightView, Mariposa Landscape, Andre Landscape, CLS Landscape, Tree Pros, Mowbray's Tree Service, and many more. Jose's commitment to advancing skills and safety standards has left a lasting impact on the tree care profession across diverse organizations and regions.
Jose is not only well-equipped but also served as one of the judges for the ISA. His unique expertise makes him the ideal candidate to lead and manage all tree -related matters and inspections.
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Jose Lopez Jr, Vice President, Landscape Maintenance
With a distinguished background in landscape maintenance, construction, and water management, Jose Lopez Jr. is a Certified Irrigation Technician, Certified Irrigation Installer, Certified Backflow Prevention Assembly Tester, Certified Irrigation Auditor, and Recycled Agricultural and Raw water use site supervisor, and Qualified pesticide applicator. Since 2020, Jose has been a cornerstone in the landscape industry, serving as an irrigation instructor. His impactful contributions include the training and certification of over 200 individuals in various capacities, such as certified irrigation repair technicians, certified backflow prevention assembly testers, certified irrigation installers, and certified irrigation auditors. His expertise has reached diverse sectors, including the City of Fontana, Ontario, Menifee, Upland, Perris, San Diego, Los Angeles, Sacramento, Anaheim, Riverside, Rancho Cucamonga, Santa Ana, Chino Hills, Forest Lawn Cemetery, Cal State Fullerton, University of southern california, BrightView, Landcare, Bemus Landscape, Mariposa Landscape, Mission Landscape, Merchants Landscape, Villa park, Greentech Landscape, and more. Jose's commitment to education and certification has left an indelible mark on the landscape industry. His extensive leadership experience, successfully managing over 20 teams, makes him the perfect fit for the role of Vice President overseeing the City of Placentia.
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Omar Silva, Account Manager, Landscape Maintenance
Omar is a highly experienced professional in the landscape industry, with a deep expertise in landscape maintenance, construction, and irrigation, he has developed a comprehensive skill set that makes him an essential part of the team.
Omar's leadership is characterized by his ability to motivate and inspire his team, driving them to achieve excellence and surpass expectations.With a proven track record of managing over 50 accounts and overseeing more than 20 crews, Omar's exceptional communication, problem -solving skills, and work ethic set him apart in the industry. His commitment to learning and growth ensures that he stays ahead of challenges, while his positive attitude fosters a collaborative and productive environment.Omar has built strong, trusted relationships with clients, establishing himself as a key figure within the company. As he transitions into his role as Account Manager, Omar's wealth of experience, leadership, and dedication will continue to lead the team toward achieving greater success and delivering outstanding services to the City of Placentia.
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Juan Garcia Lead Certified Irrigation Technician / Quality Control Juan Garcia serves as the Lead Irrigation Technician for New Generation Landscape Management, Inc., overseeing all irrigation operations and supervising field irrigation technicians. He brings over a decade of specialized irrigation experience and nearly two decades of landscape maintenance experience. Juan has led multiple teams responsible for maintaining a significant portion of the City of Corona's landscape infrastructure, gaining extensive experience in municipal irrigation systems and corridor maintenance. He is a Certified Irrigation Technician and Certified Repair Technician and is currently pursuing certification as an Irrigation Auditor and Certified Pesticide Applicator. His leadership and technical expertise ensure proactive system management, water -use efficiency, and timely repair coordination.
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Staffing Plan
New Generation Landscape Management will assign a dedicated team to provide landscape maintenance services for the City of Placentia. The proposed staffing plan has been developed to ensure all contract locations receive consistent service while maintaining flexibility to address seasonal needs and workload demands.
Dedicated Maintenance Crew
• One (1) Foreman
• Two (2) Landscape Maintenance Technicians
The maintenance crew will be responsible for general landscape maintenance, shrub trimming, weed control, site cleanup, fertilization, and overall property appearance.
Dedicated Mowing Crew
• Two (2) Landscape Maintenance Technicians
The mowing crew will focus on turf maintenance and mowing operations throughout the contract areas to ensure mowing schedules are consistently maintained.
Management & Oversight
• Jesus Lopez — President
• Jose Lopez Jr.- Vice President
• Omar Silva — Account Manager
Management personnel will provide regular site inspections, quality control reviews, scheduling support, and client communication to ensure contract requirements are met.
New Generation Landscape Management also maintains additional personnel within its organization who can be utilized to support the contract during peak workloads, seasonal requirements, special projects, or employee absences.
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Equipment Assigned to This Contract
New Generation Landscape Management maintains a fleet of vehicles, trailers, and landscape equipment necessary to successfully perform the services outlined in this contract. The following equipment is available and will be utilized to support the City of Placentia's Landscape Maintenance Services contract:
Vehicles & Trailers
• One (1) 2021 Ford F-150
• One (1) 2017 Ford F-150
• One (1) 2017 Toyota Tacoma
• One (1) 16 -foot Landscape Trailer
• One (1) 14 -foot Landscape Trailer
Landscape Maintenance Equipment
• One (1) 60" Commercial Mower
• Three (3) String Trimmers
• One (1) Edger
• Three (3) Hedge Trimmers
• Three (3) Backpack Blowers
• Backpack Sprayers
• One (1) Pole Pruner
Hand Tools & Support Equipment
• Six (6) Landscape Rakes
• Burlaps
• Miscellaneous Hand Landscape Tools
• Safety Equipment and Personal Protective Equipment (PPE) All equipment is routinely inspected and maintained to ensure safe operation, reliability, and consistent service throughout the term of the contract. Additional vehicles, trailers, equipment, and personnel are available through New Generation Landscape Management's existing fleet resources to provide support as needed.
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Licenses & Certifications
New Generation Landscape Management, Inc., maintains all licenses, registrations, and certifications necessary to perform the services outlined within this contract.
Contractor Licenses
✓ C-27 Landscape Contractor License #999308
✓ C-61 Limited Specialty Contractor License
✓ D-49 Tree Service Contractor License
Registrations & Professional Certifications
✓ Department of Industrial Relations (DIR) Registered Contractor ✓ Qualified Applicator License (QAL) #164857 — Jose Lopez Jr. ✓ Pest Control Business License #47313
✓ ISA Certified Arborist WE-8797AT — Jesus Lopez
✓ ISA Certified Tree Worker WE-8797AT — Jesus Lopez
✓ Certified Irrigation Technician
✓ Certified Irrigation Installer
✓ Certified Irrigation Auditor
✓ Certified Backflow Tester
✓ Reclaimed Water Certified Personnel
✓ CPR and First Aid Trained Personnel
New Generation Landscape Management is committed to maintaining all required licenses, registrations, and certifications throughout the duration of the contract. Our investment in ongoing training and professional development allows us to provide knowledgeable, qualified personnel and maintain a high standard of service across all properties we manage.
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Safety Program
Safety is a core component of New Generation Landscape Management's daily operations. Our company maintains a structured safety program designed to protect employees, the public, and City property while ensuring compliance with all applicable regulations.
Our safety program includes:
• Required personal protective equipment (PPE) for all field staff • Weekly tailgate safety meetings conducted by supervisors • Monthly equipment operation and safety training
• Annual pesticide safety training for all applicable employees • Cal/OSHA-compliant safety procedures
• Site hazard assessments prior to work
• Proper traffic and pedestrian safety controls
• Incident reporting and corrective action procedures
Ongoing Training & Certification
New Generation places a strong emphasis on continuing education and industry best practices.
Our training program includes:
• Annual pesticide safety training to ensure proper handling, mixing, and application in accordance with state regulations
• Weekly tailgate safety meetings to review job -site hazards, safe work practices, and seasonal safety topics
• Monthly equipment training focused on proper operation, maintenance, and safe handling of landscape equipment
• Manufacturer training for irrigation personnel to keep technicians up to date on new controllers, smart irrigation technology, and water management systems This ongoing training ensures that our crews operate safely, use equipment correctly, and remain current with industry standards and new technologies.
All field personnel are required to follow company safety standards and wear appropriate personal protective equipment (PPE) based on the task being performed. Standard PPE includes high -visibility safety vests, company uniforms, safety glasses, gloves, and hearing protection when operating equipment.
Supervisors monitor compliance during routine inspections to ensure that all crews maintain a professional appearance and operate safely at all times.
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Supporting Documents
INFORMATION REQUIRED OF BIDDER
Bidder certifies under penalty of perjury under the laws of the Mate of California that the fallowing information is true and correct:
Name of individual Contractor, Company crCorporation: New Generation Land scaie Management, Inc.
Business Address: 7077 MagnaIla Ave San Bernardino, CA 92407 Telephone and Fax Number (909) 726-1424
California State Contractor's License ND. and Class:
(REQUIRED AT 11 M E OF AWARD)
Original Date Issued: Expiration Date: 12131 f2026
C27 #9993{8
List the name and title/position of the person(s) who inspected for your firm the site of the work proposed in these contract documents:
Jose Lopez Jr. - vice President
The following are the names, titles, addresses, and phone numbers of all individuals, firm members, partners, joint ventures, and company ar corporate officers having a principal interest in this proposal: Name Title Address Telephone
Jose De Jesus Limon Lopez - President
TOT( Magnolia Ave San Bernardino, CA 92407
(909) 726-1424
Corporation organized under the laws of the State of CA The dates of any voluntary or involuntary bankruptcy judgments against any principal having an interest in this proposal are as follows:
NIA
All current and prior ❑.B.A's, aliases, and fictitious business names for any principaJ h9ving gin interest in this proposal are as follows:
N/A
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For all arbitrations, lawsuits, settlements, or the like (in or out of court) you have been involved in with protect owners (public agencies, private companies, etc.) in the past frve years (Attach additional Sheets if necessary), provide:
Provide the names, addresses, and telephone numbers of the parties.
NIA
Briefly summarize the parties' claims and defenses_
NIA
State the tribunal (i.e., Superior Court, American Arbitration Association, etc.), the matter number, and the outcome.
NIA
Have you ewer had a contract terminated by the owneriagency? If so, explain.
NIA
Have you ever failed to complete a project? If so, explain.
NIA
Have you ever been terminated for cause and then had it converted to a "termination of convenience"? If so, explain.
NIA
For any projects you have been involved in over the past 5 years, did you have any claims or actions? Circle One
I. By you against the owner? Yes
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?. By the owner against you? Yes ci
3. By any outside agency or individual for labor compile (i.e. failure to pay prevailing wage, falsifying certified payrolls, etc.) Yes
4. By Subcontractors (Stop Notices, etc.)
Yes e
S_ Are any claims or actions unresolved or outstanding? Yes 1 to if yes to any of the above, explain. (Attach additional sheets, if necessary) NIA
Failure of the bidder to provide ALL requested information in a complete and accurate manner may be considered non -responsive.
Subscribed and sworn to before me
By This day of 2026.
(Signature of Notary Public)
(SEAL)
(print name of Owner or
President of Corporation/Company)
(SiA ture)
V C President
(Title)
l° ifr
5120!2026. ,m
(Date)
(Signature of Secretary of the Corporatron)
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CALIFORNIA
JURAT CERTIFICATE
A Notary Pubic or other officer completing this certificate verifies only the identity of the individual who signed the document to which this ceriificale is attached, and not the truthfulness. accuracy, orvaCidily ofthat documnt- State of California
County of et. rna rl'n
Subscribed and sworn to (or affirmed) before me on this
20.P(0 , by e i.TerscdaS Lopez Tr
proved to me on the basis of satisfactory evidence to be the p WfTNk.SS MY HAND AND OFFICIAL SEAL.
day of ecrLt
-
a ..eared before me.
ALFRED Qiunag
I y Notary Public - CatirorriIi
Sant iiornrrdmc County J
[cmmiubrr l .2524775
m Com- Expires Jul Jul 11 1 r 1.019
(Notary Scaly
OPTIONAL INFORMATION
The furnt rtndoioedwitiJin this document is in rtrcordorrrJ'r'ith Ca' iifanrie iWf4 Amy affJrkoii srr$nec'rihnlmu, srturn to &lures notnry sPJnf Jase rha. preedinx tr.. rndirr Ur r:ubsrorriiJr!{y sinrilur warding pxrs tart M Clair Cade sreitgurs 1113,9 rated $2Q'2, "Oyu: cerfificant maw be affrstd to a document sear by Miii ar ofllertisti.4e deliver xdw A rufkrrtr1Jublrr, itrchrrfirig rlrr7rtrJtie means. whereby Me .sogrter did JUN personally appear before the NOrary Jnrhlle. weer if the signer ix Jbrarwr by the orgatyinthhe. !F( af emdsigni Jrre rearm! her rrff`rcd rod doeurdedl wilkorrJ eke Correa rrAraridlrivonflOrg. As an additional opriorJ w ajfillat tan. pnrfrtc a art gQidvvii op! the SarJie• do intent os the +roiarrul eer nfrrple r,+nrdtrig fo eliminate to NSe' of trddilirJrJr3l docurne+rrarian.
DESCRIPTION Or ATTACHED DOCUMENT
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Nurnbcr of PJgcs t f ns ludi rig jurat)
Dominant Data
(Addis iojul Information)
CAPACITY' Cl,AIh1EU gYIT1IF. SIGNER
Individual
Corporate Ufticer
metier
Ailorriey-In-Peet
Trusice
Other,
MAX V. BAN2 S 16.169 ,1334 www.liayArcnNarnryJcom
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REFERENCES: Contractor must use this fount!! Please prnnt or type, Bidders IVarne New Generation Landscape Management, Inc.
FAILURE OF THE BIDDER TO PROVIDE ALL REQUIRED INFORMAT1ON IN A COMPLETE AND ACCURATE MANNER MAY BE CONSIDERED NON -RESPONSIVE_
Far all public agency contracts you have worked on (or are currently working an) in the past 2 years in excess of $15,060, provide the following information:
1:
Agency Name
Corona Ranch Properties
Contact Person Jason Erler Telephone ( ) 949-466-7664
Original Contract Amount$ 323,0OD Final Contract Amount $ 3234OOO If the final amount is different from the original, please explain (change orders_ extra warps, etc.) Did you file any claims against the Agency? Did the Agency file any claims against youlContractor? If yes, briefly explain and indicate outcome of claims_ N/A
2=
Agency Name First Sarvice Residential
Contact Person Danielle Daley Telephone ( ) 9°9'579539
Original Contract Amount $ 26O,OOO Final Contract Amount $ 26O,OOO Transforming Landscapes, Cultivating Excellence
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If the final amount is different from the original, please Telephone ( ) explain (change orders, extra work, etc)
N/A
Did you file any claims against the Agency? Did the
Agency file any claims against you/Contractor? If yes,
briefly explain and indicate the outcome of claims_
NIA
3:
Agency Name _
Echo Ridge
Contact Person Scott Wh Itson
Original Contract Amount 5 140,E Final Contract Amount 5 140,000 Transforming Landscapes, Cultivating Excellence
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lithe final amount is different from the original, please explain (change orders, extra work, etc.) Did you file any claims against the Agency? Did the Agency file any claims against you+Contractor? If yes, briefly explain and indicate the outcome of claims.
NIA
4: Action Property Management
Agency Name
Contact Person Gabriel Guerrero
Telephone( ) 5624141-9549
Original Contract Amount 5 ' F0"a Final Contract Amount $ 350,000 If the final amount is different from the original, please explain (change orders, extra work, etc.) Did you file any claims against the Agency? Did the Agency file any claims against you/Contractor? If yes, briefly explain and indicate the outcome of claims.
NIA
Agency Name
MGR Management
Contact Person
Bettie Bertiugo
Telephone( ) 909-581rfifi00 EXT 196
Original Contract Amount $ 165.000' Final Contract Amount $ 165,000 If the final amount is different from the original, please explain (change orders_ extra work, etc) Did you file any claims against the Agency? Did the Agency file any claims against you/Contractor? If yes, briefly explain and indicate the outcome of claims. NIA Transforming Landscapes, Cultivating Excellence
qualik Feut.e
18 688
6 Litlle League International
Agency Name
Contact Person Andrew Cortez Telephone( ) 1 09-667 444
Final Contract Amount $ 56,00D
Original Contract Amount S 45,000
If the final amount is different from the original, please explain (change orders, extra work, etc_) Tree Trimming & Irrigation Upgrades
Did you file any claims against the Agency? Did the Agency file any claims against you/Contractor? If yes, briefly explain and indicate the outcome of claims.
N/A
Attach additional sheets if necessary_
Attach to this Bid the experience resume of the person who will be designated as Superintendent for the Contractor_
Upon request, the Contractor shall attach a financial statement and other information sufficiently comprehensive to permit an appraisal of the Contractor's current financial conditions_ Transforming Landscapes, Cultivating Excellence
qualtk Ftut.e
19 689
DESIGNATION OF SURETIES
Bidder's name
New Generation Landscape Management, Inc.
Provide the names, addresses, and phone numbers for all brokers and sureties from whom Bidder intends to procure insurance and bonds (list by insurancelbond type):
General Llabllty ! Employment Practices Liability: Scottsdale Insurance Company Workers Compensation: Omaha National Casualty Company
Auto Llabl lty: Kemper Auto Commercial
Transforming Landscapes, Cultivating Excellence
qualtk Ftut.e
20 690
ACKNOWLEDGEMENT OF ADDENDA
Bidder's name New Generation Landscape Management, Inc.
The bidder shall signify receipt of all Addenda here, if any:
Addendum No.
Date Received
$ionature
1 May 26, 2026
Jose Lopez Jr.
Transforming Landscapes, Cultivating Excellence
‘jcatItg is Out F tine
21 691
ofri
.0101, rray.
CONTRACTOR'S INDUSTRIAL SAFETY RECORD
TO ACCOMPANY PROPOSAL
Bidder's Name
New Generation Landscape Management, Inc.
Record the last five (5) Full Years
Current Year of Record
Current
Year of
Record
2 z
5 2
2 4
2 .r
2 2
2 2
2 i
Total
Year
No. of contracts
27 29
27 23
20 17
142
Total dollar
Amount of
Contracts (in
Thousands of )
"850
160017'00
1600
150-012'00
9650
No. of fatalities
0 0
0 0
0 0
0 0
No. of lost
Workday
Cases
0 0
0 0
0 0
0 0
No. of lost
woricd ay cases
involving
permanent
transfer to
another job or
termination of
employment
o
0 0
o
o
0 0
0 The information required for these items is the same as required for columns 3 to 6, Code 10, Occupational Injuries, Summary —Occupational Injuries and Illnesses, OSHA No_ 102_ Legal Business Name of Bidder New Generation Landscape Management, Inc.
Business Address: 7077 Magnolia Ave San Bernardino, CA92407 Business Tel. No.: 909-726-1424
State Contractor's License No_ and Classification: 999308 - C27 Title President
The above information was compiled from the records that are available to me at this time, and I declare under penalty of perjury that the information is true and accurate within the limitations of those records_
Signature of bidder Jose De Jesus Llrnon Lopez
Date 5,2912026
Title President
Signature of bidder
Date
Title
Signature of bidder
'Date
Title
Signature of bidder
Date
Title
Transforming Landscapes, Cultivating Excellence
qua4 is Out Ftut.e
22 692
vrtSofPo
c`v %V
Slate of Califomia
NON -COLLUSION AFFIDAVIT TO BE EXECUTED
BY BIDDER AND SUBMITTED WITH BM
) SS.
1 County of l e
ir
+t,5 , being duI sworn, de s nd says that he or she is
�� of PL 61 iir* l f74 ""TF ' rty making the foregoing bid, in accordance with Public Contracts Code Section 7106, declares that the bid is not made in the interest of, or on behalf of, any undisclosed person. partnership. company, association, organization, or corporation; that the bid i$ genuine and not collusive or Sham; that the bidder has not directly or indirectly induced or solicited any other bidder to put in a false or sham bid, and has not directly or indirectly colluded, conspired, connived. or agreed with any bidder or anyone else to put in a sham bid, or that anyone shall refrain from bidding; that the bidder has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the bid price of the bidder or any other bidder, or to fix any overhead, profit. or cost element of the bid price, or of that of any other bidder, or to secure any advantage against the public body awarding the contract of anyone interested in the proposed contract; that all statements contained in the bid are true; and, further, that the bidder has not. directly or indirectly, submitted his or her bid price or any breakdown thereof, or the contents thereof. or divulged information or data relative thereto, or paid, and will not pay, any fee to any corporation, partnership, company, association, organization, bid depository, or to any member or agent thereof to effectuate a collusive or sham bid.
City of Placentia Landscape Maintenance Services RFPN PW-03 Project Name;
New Generation Landscape Management, tnc,
Legal Business Name of Bidder
7077 Magnolia Ave San Bernardino, CA 924O7
Business Address
909-726-1424
Business Tet. No.
Signature of bid'6er
Vice President
Title
Date:
Signature of bidder
Title
Date:
Subscribed and Sworn to before me on
{Notary Seal} Signature
Notary Public
SEE ATTACHED
NOTARIAL CERTIFICATE
Transforming Landscapes, Cultivating Excellence
ejca4 F tu7`e
23 693
n 40
0 %V
CALIFORNIA
JURAT CERTIFICATE
A Notary Public or other officer complaint this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and nt 1. I hs I ruth fur ness, accuracy, or validity of tliat document.
State of California
County of _as.l t r ar rro
Subscribed and sworn to (or-ffirnir: Ll before me on this 20,04 , by v5rs._ C .c u-s`jeapee. +
t
day of t rv_
I.rowd to me on the basis of satisfactory evidence to be the person(s) who appeared before me.
WITNESS MY I-IA.ND AND OFFICIAL SEAL.
ALI'fl€o QL (VtD0
40ta y Public - Calligerid
Sin Bernardino Gwrty
€ommkslon r 2526775
My Comm. Expires Jut 11, 2E12%
(Notary Sear)
OPTIONAL INFORMATION
77�r just cwrrioilied within this doeirown' is in rec+orrIirc rnitI+ CaetJfdrrpa Inv. Any affdsevrf flINeribeil Perm PiVrur r u NAT a navy 51147,0 arse lJrelrreceding warding ur sub$te,rliallysunffitprlswrdirrg rrrauMnl to Civil' CodesccIious 1189 Mid 6201 A1Nrarcertificate amoral he affixed in a docosaerrt seri! by wail ar 1 Iw iuisi delikdtced In u notary �tti} rc. inefyiding elecirar}rc mum, whereby the. signer d!d rrort personally 2ppear before the 'unary public, weer tithe signer is known by the rreuar,' prrhllr. Tire .weal d,vigncturr car,rmi her oJ/ r'd ip A drrewrrwnl wifliodrrrhe sorreel lrorurlai wording, els au additional opiio i au ufiaru can produce air ofdovit an the SAiue dacJimenl as IIJe r+oxod'la/rerIifecate wordily to elirninaf the use of addirdvrrai dacursenrorion- DFSCRTP't'JON OI ATrAC!Ten f}OCLI ,MENT
J4 n 'C l k6i „.41.1.„, o:.ccmt ' a
Maeofdacun�cn(FrAq; u rti i` L
Nn,nhar of rages (Inclwliri jurat)
Uoconient Bat( _
{Addiriar,tal Infor.naiiun}
ti1`.IX V. BAN2 510409.22 aww-I3ayArcaNarru}',com
CAPACITY CLAIMED BY TI -Hi SIGNER
Jndividual
Corporate Officer
Pauper
Attorney-In-Filo
Trusuee
OlIi
Transforming Landscapes, Cultivating Excellence
qualtk Fattu.e
24 694
.0101, rray.
LIST OF SUBCONTRACTORS
TO ACCOMPANY PROPOSAL
In compliance with the provisions of Public Contract Code Section -4104, the undersigned bidder submitting this bid proposal sets forth the name, place of business and the portion of the work to be performed by_ (1) -each subcontractor who will perform work or labor or render service to the bidder (as general Contractor) in or about the construction of the work or improvement; and (2) -each subcontractor licensed by the State of California who. under subcontract to the bidder, specially fabricates and installs a portion of the work or improvement according to detailed drawings contained in the plans and specifications, in an amount in excess of one-half of one percent of the bidder's total bid or, in the case of bids or offers for the construction of streets, highways or bridges, in excess of one-half of one percent of the bidder's total bid or ten thousand dollars ($10,000), whichever is greater.
Subcontractor's Name,
Address, Telephone #
Bid
Item
Number
Percent
of Total
Bid
Description of Work
Percent
of Total
Did
None
Transforming Landscapes, Cultivating Excellence
qualtk is Oa/. (aline
25 695
City of Placentia
BIDDERS PROPOSAL FORM
LANDSCAPING MAINTENANCE SERVICES
PARKWAYS
On Rolling Hills Drive southside — Placentia Avenue to Tri-City Park 0.11 acres Item # 1
Quantity
Unit
Description
Unit
Price
Annual
Price
26 BI -WEEKLY
General Maintenance
$35.00
$910.00
12 MONTHLY
Weed Control
$15.00
$180.00
26 BI -WEEKLY
Mowing
$25.00
$650.00
1 YEARLY
Fertilization
$110.00
$110.00
12 MONTHLY
Shrub & Vine Trimming
$25.00
$300.00
Subtotal
$2,150.00
On Gilman Circle east side from B istanchury to City limit 0.2 acres Item # 2
Quantity
Unit
Description
Unit
Price
Annual
Price
52 BI -WEEKLY
General Maintenance
$25.00
$1,300.00
12 MONTHLY
Weed Control
$20.00
$240.00
Remove
24 1
YEARLY
Fertilization
$125.00
$125.00
12 MONTHLY
Shrub & Vine Trimming
$30.00
$360.00
Subtotal
$2,025.00
Transforming Landscapes, Cultivating Excellence
qualtk is Oa/. futut.e
26 696
tV O1
Bastanchury Road at Valencia Avenue parkways— Incl. corner parkways at NWC, NEC, SEC 0.5 acres
Item # 3
Quantity
Unit
Description
Unit
Price
Annual
Price
26 BI -WEEKLY
General Maintenance
$65.00
$1,890.00
12 MONTHLY
Weed Control
$40.00
$480.00
26 BI -WEEKLY
Mowing
$55.00
$1,430.00
12 MONTHLY
Shrub Trimming
$45.00
$540.00
1 YEARLY
Fertilization
$250.00
$250.00
Subtotal
$4,390.0D
North Side of Palm Drive — 200 feet east of Placentia Avenue to Tuffree Boulevard -- Including corner planters. 0.22 acres
Item # 4
Quantity
Unit
Description
Unit
Price
Annual
Price
26 BI -WEEKLY
General Maintenance
$40.00
$1,040.00
12 MONTHLY
Weed Control
$25.00
$300,00
26 BI -WEEKLY
Mowing
$35.00
$910.00
12 MONTHLY
Shrub & Vine
Maintenance
$30.00
$380.00
1 YEARLY
Fertilization
$150.00
$150.00
Subtota I
$2,780.00
On Kraemer East side — Madison to Hollyhock 0.8 acres
Item # 5
Quantity
Unit
Description
Unit
Price
Annual
Price
26 BI -WEEKLY
General Maintenance
$90.00
$2,340.00
12 MONTHLY
Weed Control
$55.00
$880.00
26 BI -WEEKLY
Mowing
$75.00
$1,950.00
12 MONTHLY
Vine Trimming
$55.00
$680.00
1 YEARLY
Fertilization
$350.00
$350.00
Subtotal
$5,980.00
Transforming Landscapes, Cultivating Excellence
quacltk is Ftut.e
27 697
South side of Alta Vista — All American Way to 100 feet west of Lyons Way 0.43 acres Item # 6
Quantity
Unit
Description
Unit
Price
Annual
Price
26 BI -WEEKLY
General Maintenance
X60.00
$1,560.00
12 MONTHLY
Weed Control
$35.00
$42OEOE
12 MONTHLY
Vine Trimming
$35.00
$420.00
1 YEARLY
Fertilization
$250.00
$250.00
26 BI -WEEKLY
Mowing
$50.00
$1,300.00
Subtotal
$3,950.00
East side of All American Way — Alta Vista to 100 feet south of Dartmouth Drive 0.12 acres
Item # 7
Quantity
Unit
Description
Unit
Price
Annual
Price
12 MONTHLY
General Maintenance
$40.00
$480.00
12 MONTHLY
Weed Control
$20.00
$240.00
12 MONTHLY
Shrub Trimming
$25.00
$300.00
Subtotal
1,020.00
Angelina Drive on west side — Kraemer to Jr. High School Parking Lot D.09 acres Item # 8
Quantity
Unit
Description
Unit
Price
Annual
Price
12 MONTHLY
General Daily
Maintenance
$35.00
X420.00
12 MONTHLY
Weed Control
$20.00
$24c.ao
12 MONTHLY
Shrub Trimming
$25.00
$300.00
Subtotal
$960.00
Transforming Landscapes, Cultivating Excellence
qualtk is Oa/. futine
28 698
tv 44,
North side of Chapman Avenue — Mission Way to Central Avenue 8.65 acres Item # 9
Quantity
Unit
Description
Unit
Price
Annual
Price
26 BI -WEEKLY
General Maintenance
$75.00
$1,950.00
12 MONTHLY
Weed Control
$45.00
$540.00
12 MONTHLY
Vine Trimming
$45.00
$540.00
1 YEARLY
Fertilization
$300.00
$300.00
26 BI -WEEKLY
Mowing
$85.00
$1,890.00
Subtotal
$5,020.00
South side of Chapman Avenue— San Jose Lane to 200 feet east of Mission Way 1.3 acres
Item #10
Quantity
Unit
Description
Unit
Price
Annual
Price
26 BI -WEEKLY
/ Daily
Maintenance
$115.00
$115.00
$2,990.00
12 MONTHLY
Weed Control
$60.00
$720.00
26 BI -WEEKLY
Mowing
$00.00
$2,340.00
12 MONTHLY
Vine Trimming
$60.00
$720.00
1 YEARLY
Fertilization
$450.00
$450.00
$ubtotat
$7,220.00
All American Way — East side between Alta Vista and Chapman Item # 11
Quantity
Unit
Description
Unit
Price
Annual
Price
12 MONTHLY
General Maintenance
$35.00
$420.00
12 MONTHLY
Weed Control
$15.00
$180.00
12 MONTHLY
Shrub Trimming
$20.00
$240.00
Subtotal
$840.00
Transforming Landscapes, Cultivating Excellence
qualtk is Oa/. futut.e
29 699
On Bastanchury Rd 1 Geeting Place
Item # 12
Quantity
Unit
Description
Unit
Price
Annual
Price
12 MONTHLY
General Maintenance
$35.00
$420.00
12 MONTHLY
Weed Control
$15.00
$180.00
12 MONTHLY
Shrub Trimming
$20.00
$240.00
Subtotal
$840,00
On Bastanchury Road ! Kelleher Place
Item # 13
Quantity
Unit
Description
Unit
Price
Annual
Price
12 MONTHLY
General Maintenance
$35.00
$420.00
12 MONTHLY
Weed Control
$15.00
$180.00
12 MONTHLY
Shrub Trimming
$20.00
$240.00
Subtotal
$84a00
On Bastanchury Road !Jones Place
Item # 14
Quantity
Unit
Description
Unit
Price
Annual
Price
12 MONTHLY
General Maintenance
$35.00
$420.00
12 MONTHLY
Weed Control
$15.00
$180.00
12 MONTHLY
Shrub Trimming
$20.00
$240.00
Subtotal
$840.00
Bradford Avenue between Demmer Drive and Demmer Place
Item # 15
Quantity
Unit
Description
Unit
Price
Annual
Price
2fi
Bl-
WWEKLY
General Maintenance
$55.00
$1,430.00
12 MONTHLY
Weed Control
$35.00
$420.00
26 WEEKLY
Mowing
$45.00
$1,170.00
1 YEARLY
Fertilization
$250.00
$250.00
Subtotal
$3,270.00
Transforming Landscapes, Cultivating Excellence
qualtk is Oa/. Patine
30 700
tv 44,
London Circle and Madison Avenue
Item # 16
Quantity
Unit
Description
Unit
Price
Annual
Price
12 MONTHLY
General Maintenance
$35.00
$420.00
12 MONTHLY
Weed Control
$15.00
$180.00
12 MONTHLY
Shrub Trimming
$20.00
$240.00
Subtotal
$840.00
Valencia Avenue - West side and Apache Drive
Item # 17
Quantity
Unit
Description
Unit Price
Annual
price
12 MONTHLY
General Maintenance
$35.00
$420.00
12 MONTHLY
Weed Control
$15.00
$180.00
12 MONTHLY
Shrub Trimming
$20.00
$240.00
Subtotal
$840.00
Valencia Avenue - West side and Comanche Drive
Item # 18
Quantity
Unit
Description
Unit Price
Annual
price
12 MONTHLY
General Maintenance
$35.00
$420.00
12 MONTHLY
Weed Control
$15.00
$180.00
12 MONTHLY
Shrub Trimming
$20.00
$240.00
Subtotal
$840.00
Transforming Landscapes, Cultivating Excellence
qualtk Ftut.e
31 701
tv op,
CITY OF PLACENTIA
MEDIANS/CITY HALL
Placentia Avenue Median— Santa Fe to Crowther/ Palm to St John Way Item # 52
Quantity
Unit
Description
Unit Price
Annual
Price
12 MONTHLY
General Maintenance
$60.00
$720.00
12 MONTHLY
Weed Control
$30.00
$360.00
12 MONTHLY
Shrub Trimming
$35.00
$420.00
Subtotal
$1,500.00
Kraemer Boulevard — North City Limit to Chapman Ave 3.Dacres Item # 53
Quantity
Unit
Description
Unit Price
Annual
Price
12 MONTHLY
General Maintenance
$325.00
$3,900.00
12 MONTHLY
Weed Control
$140.00
$1,680.00
12 MONTHLY
Shrub Trimming
$170.00
$2,040.00
Subtotal
Bastanchury Road — Gilman Circle to Valencia Avenue 1.44 acres Item # 54
Quantity
Unit
Description
Unit Price
Annual
Price
12 MONTHLY
General Maintenance
$125.00
$1,500.00
12 MONTHLY
Weed Control
$60.00
$720.00
12 MONTHLY
Shrub Trimming
$75.00
$s00.00
Subtotal
$ 3,120'00
Transforming Landscapes, Cultivating Excellence
qualtk Ftut.e
32 702
CITY OF PLACENTIA
Yorba Linda Boulevard Bradford to Linda Vista St. 1.54 acres Item # 55
Quantity
Unit
Description
Unit Price
Annual
Price
12 MONTHLY
General Maintenance
$135.00
$1,520.00
12 MONTHLY
Weed Control
$55.00
$780.00
12 MONTHLY
Shrub Trimming
$80.00
$950.00
Subtotal
$3,360.00
Chapman Avenue - Angelina Drive to Orangethorpe Avenue 1.34 acres Item # 56
Quantity
Unit
Description
Unit Price
Annual
Price
12 MONTHLY
General Maintenance
$120.00
$1,440.00
12 MONTHLY
Weed Control
$50.00
$720.00
12 MONTHLY
Shrub Trimming
$75.00
$900.00
Subtotal
$3,060.00
Rose Drive - Yorba Linda Boulevard to Buena Vista 1.8 acres Item # 57
Quantity
Unit
Description
Unit Price
Annual
Price
12 MONTHLY
General Maintenance
$285.00
$3,420.00
12 MONTHLY
Weed Control
$110.00
$1,320.00
12 MONTHLY
Shrub Trimming
$130.00
$1,550.00
Subtotal
$5,300.00
Madison Avenue - Kraemer to Windflower Lane 0.03 acres
Transforming Landscapes, Cultivating Excellence
‘jcatItg is Out F tine
33 703
CITY OF PLACENTIA
Item # 58
Quantity
Unit
Description
Unit Price
Annual
Price
12 MONTHLY
General Maintenance
$20.00
$240.00
12 MONTHLY
Weed Control
$10.00
$120.00
12 MONTHLY
Shrub Trimming
$15.00
$180.00
Subtotal
$540.00
Civic Center/City Ha}I and Library - 401 E. Chapman Avenue 5 acres Item # 59
Quantity
Unit
Description
Unit Price
Annual
Price
365
DAILY
General Daily Maintenance
$57.22
$20,855.00
12 MONTHLY
Weed Control
$200.00
$2,400.00
52 WEEKLY
Turf Grass Maintenance
$140.00
$7,280.00
12 MONTHLY
Shrub Trimming
$130.00
$1,560.00
1 YEARLY
Fertilization
$500.00
$500.00
S ubtota I
$32,595.00
Transforming Landscapes, Cultivating Excellence
qualtk Ftut.e
34 704
mirg.
411
CITY OF PLACENTIA
MEDIAN, SLOPES & PARKWAYS
Melrose Drive Median, West side slope and east side slope— Santa Fe Drive to Crowther Avenue
Item # 60
Quantity
Unit
Description
Unit Price
Annual
Price
12 MONTHLY
General Maintenance
$150.00
$1,800.00
12 MONTHLY
Weed Control
$75.00
$900.00
12 MONTHLY
Shrub Trimming
$85.00
$1,020.00
Subtotal
$ 3,720.00
La Jolla Slopes (4), (2) east of 57 fry, and (2) west of fry on La Jolla Item #
62 Quantity
Unit
Description
Unit Price
Annual
Price
12 MONTHLY
General / Daily
Maintenance
$125.00
$1,500.00
12 MONTHLY
Weed Control
$50.00
$720.00
12 MONTHLY
Shrub Trimming
$75.00
$s00.00
Subtotal
$ 3,120.00
Item # 61 Quantity
Unit
Description
Unit Price
Annual
Price
12 MONTHLY
General Maintenance
$175.00
$2,100.00
$1,080.00
12 MONTHLY
Weed Control
$90.00
12 MONTHLY
Shrub Trimming
Subtotal
$100.00
$1,200.00
$4,380.00
Crowther median and parkway, west of 57 fwy to Goetz Place Transforming Landscapes, Cultivating Excellence
‘jcatl'tg is Out F tine
35 705
tV
CITY OF PLACENTIA
Placentia Slope SEC at La Jolla and Placentia Avenue
Item # 63
Quantit
y
Unit
Description
Unit Price
Annual
Price
12 MONTHLY
General Maintenance
$125.00
$1,500.00
12 MONTHLY
Weed Control
$60.00
$720.00
12 MONTHLY
Landscape
Maintenance
1oa.aa
$1,200'00
12 MONTHLY
Fence Shrub Trimming
$50.00
$600.00
Subtotal
Orangethorpe Boulevard - Chapman Ave leading onto Orangethorpe ending at Traub Ln: Medians, Parkways, and Bridge Abutment Property west of TustinfRase Bridge
Item # 64
Quantity
Unit
Description
Unit Price
Annual
Price
12 MONTHLY
General Maintenance
$125.00
$1,500.00
12 MONTHLY
Weed Control
$60.00
$720.00
12 MONTHLY
Shrub Trimming
$75.00
$900.00
Subtotal
$6,120.00
IT DeI Cerro Drive - Rose Drive to Orangethorpe Boulevard: Median, Parkways, and Bridge Abutment Property west of Tustin/Rose Bridge and DeI Cerro Park Property.
Item #
65 Quantity
Unit
Description
Unit
Price
Annual Price
12 MONTHLY
General Maintenance
$150.00
$1,800.00
12 MONTHLY
Weed Control
$75.00
$soo.oa
12 MONTHLY
Landscape Maintenance
$100.00
$1,200.00
Subtotal
$3,900.00
Transforming Landscapes, Cultivating Excellence
qualtk is Oa/. Patine
36 706
tv
7011
CITY OF PLACENTIA
Rose Drive : Median and Parkways Bridge area
Item # 66
Quantity
Unit
Description
Unit
Price
Annual
Price
12 MDNTHL
General Maintenance
$140.00
$1,8130.00
12 MG THL
Weed ControlY
$70.00
$840.00
12 MONTHL
Y
Landscape
Maintenance
$80.00
$1,080.00
Subtotal
$3,800.00
The City contractor wilt be required to obtain an Encroachment Permit prior to the start of any work within the State's right away.
Caltrans slopes along the 57 fwy, off ramp and corners
Item #
67 Quantit
y
Unit
Description
Unit
Price
Annual Price
12 MONTHLY
General Maintenance
$175.00
$2,100.00
12 MONTHLY
Weed Control
$90.00
$1,080.00
12 MONTHLY
Shrub Trimming
$100.00
$1,200.00
Subtotal
$4,380.00
Transforming Landscapes, Cultivating Excellence
qualik Ftut.e
37 707
CITY OF PLACENTIA
LANDSCAPING MAINTENANCE DISTRICT
Parkways/Medians
On Kraemer east side from City Hall entrance to Alta Vista (parkway and median)
Item #
68 Quantity
Unit
Description
Unit
Price
Annual
Price
12 MONTHLY
General
Maintenance
$125.00
$1.500.00
12 MONTHLY
Weed Control
$50.00
$600.00
12 rvIONTHLY
Shrub Trimming
$60,00
$720.00
1 YEARLY
Fertilization
$250.00
$250.00
26 Bi-weekly
Mowing
$65.00
$1,690.00
Subtotal
$4,760.00
All American west side from City Hall entrance onto Alta Vista to Kraemer (parkway)
Item #
69 Quantity
Unit
Description
Unit
Price
Annual
Price
12 MONTHLY
General
Maintenance
$115.00
$1,380.00
12 MONTHLY
Weed Control
$50.00
$600.00
12 MONTHLY
Shrub Trimming
$60.00
$720.00
1 YEARLY
Fertilization
$250.00
$250.00
26 Bi-weekly
Mowing
$60.00
$1,560.00
Subtotal
$4,510.00
Transforming Landscapes, Cultivating Excellence
qualtk Ftui.e
38 708
CITY OF PLACENTIA
Central 100 feet north of Gordon to Chapman onto Chapaman to Golf course (parkway)
Item #
70 Quantity
Unit
Description
Unit
Price
Annual
Price
12 MONTHLY
General
Maintenance
$125.00
$1,500.00
12 MONTHLY
Weed Control
$50.00
$600.00
12 MONTHLY
Shrub Trimming
$60.00
$720.00
1 YEARLY
Fertilization
$250.00
$250.00
26 Bi-weekly
Mowing
$65.00
$1,690.00
Subtotal
$0,760.00
Central 100 feet south of Buck to Alta Vista onto Alta Vista to Golf course (parkway)
Item #
71 Quantity
Unit
Description
Unit
Price
Annual
Price
12 MONTHLY
General
Maintenance
$100.00
$1,200.00
12 MONTHLY
Weed Control
$50.00
$600.00
12 MONTHLY
Shrub Trimminc
$80.00
$720.00
1 YEARLY
Fertilization
$250.00
$250.00
2 Bi-weekly
Mowing
$75.00
$150.00
Subtotal
$2,920.00
Alta Vista south side from Golf course down Dunnavant to City limit (parkway and median)
Item #
72 Quantity
Unit
Description
Unit
Price
Annual
Price
12 MONTHLY
General
Maintenance
$180.00
$2,160.00
12 MONTHLY
Weed Control
$80.00
$980.00
12 MONTHLY
Shrub Trimming
$90.00
$1,080.00
1 YEARLY
Fertilization
$300.00
$300.00
26 Bi-weekly
Mowing
$95.00
$2,470.00
Subtotal
$8,970.00
39 709
CITY OF PLACENTIA
Dunrravant from Snow to Golf course path (parkway and median) Item #
73 Quantity
Unit
Description
Unit
Price
Annual
Price
12 MONTHLY
General
Maintenance
$125.00
$1,500.00
12 MONTHLY
Weed Control
$50.00
$600.00
12 MONTHLY
Shrub Trimming
$60.00
$720.00
YEARLY
Fertilization
$250.00
$250.00
26 Si -weekly
Mowinc
$65.00
$1,690.00
Subtotal
$4,760.00
Dunnavant 60 feet south of Underhill east side to Alta Vista onto Alta Vista to Lowe Dr (parkway)
Item #
74 Quantity
Unit
Description
Unit
Price
Annual
Price
12 MONTHLY
General
Maintenance
$115.00
$1,380.00
12 MONTHLY
Weed Control
$50.00
$600.00
12 MONTHLY
Shrub Trimming
$60.00
$720.00
1 YEARLY
Fertilization
$250.00
$250.00
26 Si -weekly
Mowing
$60.00
$1,560.00
Subtotal
$4,510.00
On Alta Vista from Lowe Dr south side to Rose Dr/ Golf course Item #
75 Quantity
Unit
Description
Unit
Price
Annual
Price
26 MONTHLY
General
Maintenance
$105.00
$2,730.00
12 MONTHLY
Weed Control
$80.00
$960.00
12 MONTHLY
Shrub Trimming
$90.00
$1,080.00
1 YEARLY
Fertilization
$300.00
$300.00
26 Bi-weekly
Mowing
$95.00
$2,470.00
Subtotal
$7,540.00
40 710
CITY OF PLACENTIA
On Rose Dr east side from Mobile home park to 100 feet south of Chick-fil-a (parkway and median)
Item #
76 Quantity
Unit
Description
Unit
Price
Annual
Price
12 lv4ONTHLY
General
Maintenance
$180.00
$2,160.00
12 MONTHLY
Weed Control
$80.00
$960.00
12 MONTHLY
Shrub Trimming
$90.00
$1,080.00
1 YEARLY
Fertilization
$300.00
$300.00
26 Bi-weekly
Mowing
$95.00
$2,470.00
Subtotal
$6,97.0.00
On Rose Dr east side 100 feet south of Chick-fil-a to Alta Vista, (parkway and median)
Item #
77 Quantity
Unit
Description
Unit
Price
Annual
Price
12 MONTHLY
General
Maintenance
$125.00
$1,500.00
12 MONTHLY
Weed Control
$50.00
$€00.00
12 MONTHLY
Shrub Trimming
$60.00
$720.00
1 YEARLY
Fertilization
$250.00
$250.00
26 Bi-weekly
Mowing
$65.00
$1,690.00
S ubtota l
$4,760.00
On Rose Dr east side from Alta Vista to condos (parkway and median) Item #
78 Quantity
Unit
Description
Unit
Price
Annual
Price
12 MONTHLY
General
Maintenance
$125.00
$1,soo•oo
12 MONTHLY
Weed Control
$50.00
$600.00
12 MONTHLY
Shrub Trimming
X60.00
$720.00
1 YEARLY
Fertilization
$250.00
$250.00
26 81 -weekly
Mowing
$65.00
$1,690.00
Subtotal
$4,760.00
41 711
CITY OF PLACENTIA
On ATta Vista on the north side from Rose Dr to new homes, new homes to Jefferson (parkway)
Item #
79 Quantity
Unit
Description
Unit
Price
Annual
Price
12 MONTHLY
General
Maintenance
$125.00
$1,500.00
12 MONTHLY
Weed Control
$50.00
$600.00
12 MONTHLY
Shrub Trimming
$80.00
$720.00
1 YEARLY
Fertilization
$250.00
$250.00
26 Bi-weekly
Mowing
$85.00
$1.690.00
Subtotal
$4:760.00
On Alta Vista south side from Rose Dr to Jefferson, Jefferson to school entrance (parkway)
Item #
80 Quantity
Unit
Description
Unit
Price
Annual
Price
12 MONTHLY
General Maintenance
$125.00
$1,500.00
12 MONTHLY
Weed Control
$50.00
$600.00
12 MONTHLY
Shrub Trimming
$60.00
$720.00
1 YEARLY
Fertilization
$250.00
$250.00
26 Bi-weekly
Mowing
$65.00
$1,690.00
Subtotal
$4,760.00
On Jefferson east side from Alta Vista to Evanshine Way (parkway) Item #
81 Quantity
Unit
Description
Unit
Price
Annual
Price
12 MONTHLY
General Maintenance
$110.00
$1,320.00
12 MONTHLY
Weed Control
$50.00
$800.00
12 MONTHLY
Shrub Trimming
$60.00
$720.00
1 YEARLY
Fertilization
$250.00
$250.00
26 Bi-weekly
Mowing
$60.00
$1,580.00
Subtotal
$4,450.00
42 712
CITY OF PLACENTIA
On Alta Vista south side from Jefferson to Van Buren (parkway) Item #
82 Quantity
Unit
Description
Unit
Prue
Annual
Price
12 MONTHLY
General Maintenance
$115.00
$1,380.00
12 MONTHLY
Weed Control
$50.00
$600.00
12 MONTHLY
Shrub Trimming
$60.00
$720.00
1 YEARLY
Fertilization
$25a.ao
$250.00
26 Bi-weekly
Mowing
$60.00
$1,560.00
Subtotal
$4,510.00
On Alta Vista north side from Jefferson To Van Buren (parkway) Item #
83 Quantity
Unit
Description
Unit
Price
Annual
Price
12 MONTHLY
General Maintenance
$115.00
$1,380.00
12 MONTHLY
Weed Control
$50.00
$600.00
12 MONTHLY
Shrub Trimming
$60.00
$720.00
1 YEARLY
Fertilization
$250.00
$250.00
26 Bi-weekly
Mowing
$60.00
$1,560.00
Subtotal
$4,510.00
Gerhold Ln walkway (parkway)
Item #
84 Quantity
Unit
Description
Unit
Price
Annual
Price
12 MONTHLY
General Maintenance
$90.00
$1,080.00
12 MONTHLY
Weed Control
$40.00
$480.00
12 MONTHLY
Shrub Trimming
$50.00
$600.00
1 YEARLY
Fertilization
$200.00
$200.00
26 Bi-weekly
Mowing
$50.00
$1,300.00
Subtotal
$3,660.00
Transforming Landscapes, Cultivating Excellence
qualtk is Oa/. futine
43 713
CITY OF PLACENTIA
Tidland Cir (parkway)
item #
85 Quantity
Unit
Description
Unit
Price
Annual
Price
12 MONTHLY
General
Maintenance
$90.00
$1,080.00
12 MONTHLY
Weed Control
$40.00
$480.00
12 MONTHLY
Shrub Trimming
$50.00
$800.00
1 YEARLY
Fertilization
$200.00
$200,00
26 Bi-weekly
Mowing
$50.00
$1,300.00
Subtotal
$3,660.00
Cisneros walkway (parkway)
Item #
86 Quantity
Unit
Description
Unit
Price
Annual
Price
12 MONTHLY
General
Maintenance
$85.00
$1,020.00
12 MONTHLY
Weed Control
$40.00
$480.00
12 MONTHLY
Shrub Trimming
$50.00
$600.00
1 YEARLY
Fertiliization
$200.00
$200.00
Subtotal
$2,300.00
Nevins Ln (parkway)
Item #
87 Quantity
Unit
Description
Unit
Price
Annual
Price
12 MONTHLY
General
Maintenance
$90.00
$1,080.00
12 MONTHLY
Weed Control
$40.00
$480.00
12 MONTHLY
Shrub Trimming
$50.00
$600.00
1 YEARLY
Fertilization
$200.00
$200.00
26 Bi-weekly
Mowing
$50.00
$1,300.00
Subtotal
$ 3,660.00
qua4 !s Oat Fatat.e
44 714
CITY OF PLACENTIA
Howard Walkway (parkway)
Item #
88 Quantity
Unit
Description
Unit
Price
Annual
Price
12 MONTHLY
General
Maintenance
$90.00
$1,080.00
12 MONTHLY
Weed Control
$40.00
$480.00
12 MONTHLY
Shrub Trimming
$50.00
$600.00
1 YEARLY
Fertilization
$200.00
$200.00
26 Bi-weekly
Mowing
$50.00
$1,300.00
Subtotal
$3,660.00
Munoz Walkway (parkway)
Item #
89 Quantity
Unit
Description
Unit
Price
Annual
Price
12 MONTHLY
General
Maintenance
$90.00
$1,080.00
12 MONTHLY
Weed Control
$40.00
$480.00
12 MONTHLY
Shrub Trimming
$50.00
$600.00
1 YEARLY
Fertilization
$200.00
$200.00
26 BI-
WEEKLY
Mowing
$50.00
$1,300.00
Subtotal ' '
00 Buena Vista (parkway)
Item #
90 Quantity
Unit
Description
Unit
Price
Annual
Price
12 MONTHLY
General
Maintenance
$85.00
$1,020.00
12 MONTHLY
Weed Control
$40.00
$480.00
12 MONTHLY
Shrub Trimming
$50.00
$600.00
1 YEARLY
Fertilization
$200.00
$200.00
Subtotal
$2,300.00
Mykkanen Cir (parkway)
45 715
CITY OF PLACENTIA
Item #
91 Quantity
Unit
Description
Unit
Price
Annual
Price
12 MONTHLY
General
Maintenance
$85.00
$1,020.00
12 MONTHLY
Weed Control
$40.00
$480.00
12 MONTHLY
Shrub Trimming
$50.00
$600.00
1 YEARLY
Fertilization
$200.00
$200.00
Subtotal
300.00
On Chapman north side from All American to Mission
Item #
92 Quantity
Unit
Description
Unit
Price
Annual
Price
12 MONTHLY
General
Maintenance
$111100
$1,320.00
12 MONTHLY
Weed Control
$50.00
$600.00
12 MONTHLY
Shrub Trimming
$60.00
$720.00
1 YEARLY
Fertilization
$250.00
$250.00
26 B1-
WEEKLY
Mowing
$60.00
$1,560.00
Subtotal
$4.450.00
Crowther, — S Bradford Ave to Cameron St (median)
Item # 93
Quantity
Unit
Description
Unit Price
Annual
Price
12 MONTHLY
General Maintenance
$85.00
$1,020.00
12 MONTHLY
Weed Control
$40.00
$480.00
12 MONTHLY
Shrub Trimming
$50.00
$600.00
Subtotal
$2,100.00
Transforming Landscapes, Cultivating Excellence
qualtk is Oa/. futine
46 716
tvori
APif
CITY OF PLACENTIA
Items
Unit price
Annual
Price
PARKWAYS
$3,717.08
$44,805.00
Entry Islands
Remove
Remove
MEDIANS
$4,841.25
$58,095.00
MEDIAN,
SLOPES &
PARKWAYS
$2,520.00
$30,240.00
LANDSCAPING
MAINTENANCE
DISTRICT
$9,330.00
$111,960.00
Total Bid
$244,900.00
TOTAL BID PRICE (BASED ON BID SCHEDULE TOTAL OF UNIT PRICES):
Total Bid Price in Numbers:
$ 244,900.00
Total Bid Price in Written Form:
Two Hundred Forty -Four Thousand Nine Hundred Dollars and no Dents
IN CASE OF DISCREPANCY BETWEEN WORDS AND FIGURES, THE
WORDS SHALL PREVAIL.
NOTE: The City reserves the right to award a contract to the lowest responsible bidder in whole or in part and reserves the right to reject all bids and re -advertise, as appears to be in the best interests of the City. A bid is required for this entire work; the estimated quantities set forth in this Bid Sheet are solely for the purpose of comparing bids, and final compensation under the Contract will be based upon the actual quantities of work satisfactorily completed. The unit anddor lump sum prices bid shall include all appurtenant expenses, taxes, royalties, and fees. In the case of discrepancies in the amount bid, unit prices shall govern over extended amounts, and words shall govern Transforming Landscapes, Cultivating Excellence
qualtk is Oa/. Patine
47 717
CITY OF PLACENTIA
over figures. The City reserves the right to increase or decrease the amount of any quantity shown and to delete any item from the Contract.
The undersigned bidder agrees that, if awarded the Contract, the bidder will complete all work in accordance with the Contract documents.
_ego
Business \lame o` Bidder New Generation Landscape Management, Inc.
Business Address
7077 Magnolia Ave San Bernardino, CA 92407
Business Tel. No.
909-726-1424
Jose Lopez Jr.
5/29/2025 Vice President
Signature Da
e
Tit
If the bidder is an individual, the name and signature of the individual must be provided, and if he is doing business under a fictitious name, the fictitious name must be set forth. If the bidder is a partnership or joint venture, the legal name of the partnership/joint venture must be provided, followed by the signatures of all of the partners/joint venturers or of fewer than all the partners/joint venturers if submitted with evidence of authority to act on behalf of the partnership/joint venture. If the bidder is a corporation, the legal name of the corporation must be provided, followed by the signatures of the corporation's President or Vice President and Secretary or Assistant Secretary, and the corporate seal. Signatures of partners, joint venturers, or corporation officers must be acknowledged before a Notary Public, who must certify that such partners, joint venturers, or officers are known to him or her to be such, and, in the case of a corporation, that such corporation executed the instrument pursuant to its bylaws or a resolution of its Board of Directors.
Transforming Landscapes, Cultivating Excellence
qualtk is Oa/. futine
48 718
CITY OF PLACENTIA
CITY OF PLACENTIA
ORANGE COUNTY STATE OF CALIFORNIA
Request for Proposals
LANDSCAPING MAINTENANCE SERVICES
DATE: May 26, 2026
SUBJECT: Addendum # 1
ADDENDUM A KNOWLED MENT:
Firm Name: New Generation Landscape Management Inc.
Authorized Signature: Jesse Lope Jr.
Date: 5/29/26
Acknowledgment of Receipt of Addendum # 1 is required by signing, Transforming Landscapes, Cultivating Excellence
qualtk Ftui.e
49 719
APio
Appendices
Green Waste Division
New Generation Landscape Management, Inc. is committed to sustainable landscape practices and responsible green waste management. Since 2020, our company has operated an in-house green waste recycling program at our San Bernardino yard.
All green waste generated from maintenance operations is transported to our yard, where it is processed and converted into organic mulch. This mulch is then reused on client properties when appropriate, reducing landfill waste and improving soil health.
Over the past several years, our program has successfully diverted more than 7,000 tons of green waste from landfills and converted it into reusable organic material.
This process provides the following benefits:
• Reduction of landfill disposal
• Improved soil moisture retention
• Reduction in weed growth
• Long-term soil health improvements
• Support of sustainable landscape practices
Our green waste recycling program allows the City of Placentia to benefit from environmentally responsible maintenance practices while maintaining high -quality landscape conditions.
Transforming Landscapes, Cultivating Excellence
qualtk Ftut.e
50 720
Technology -Driven Landscape & Facility Management
New Generation Landscape Management, Inc. utilizes a cloud -based field management system to track, document, and report all landscape maintenance, irrigation, janitorial, and enhancement activities in real time.
This system provides full visibility into daily operations, improves accountability, and allows for faster response times and transparent communication with City staff.
Key System Capabilities
Real -Time Work Order Tracking
• All maintenance, irrigation, janitorial, and enhancement tasks are assigned digitally. • Crews receive daily assignments on mobile devices.
• Supervisors monitor progress and completion in real time.
Photo Documentation & Service Verification
• Before -and -after photos are taken for maintenance and repair work. • Photos are time -stamped and GPS-verified.
• Provides visual confirmation of completed services.
Irrigation & Repair Tracking
• Irrigation issues are logged as digital work orders.
• Repairs are tracked from identification through completion. • Allows the City to review repair history and response times.
GPS Crew Tracking
• Crews check in and out of each site using GPS-based tracking. • Confirms service dates, times, and crew presence.
• Improves accountability and reporting accuracy.
Digital Inspection Reports
• Supervisor's complete routine inspections using mobile forms. • Reports include notes, photos, and recommended actions. • Can be shared with City staff upon request.
This system ensures that all maintenance and janitorial activities are properly documented and easily accessible to City personnel.
Transforming Landscapes, Cultivating Excellence
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51 721
In -House Resources
New Generation Landscape Management, Inc. maintains a fleet of commercial -grade equipment and service vehicles to support municipal landscape maintenance contracts.
Landscape Equipment
• Commercial walk -behind and ride -on mowers
• String trimmers and edgers
• Backpack blowers
• Hedge trimmers and pole pruners
• Chainsaws for tree maintenance
• Aerators and turf equipment
• Hand tools for detailed landscape work
Irrigation Equipment
• Valve and controller diagnostic tools
• Wire tracing equipment
• Leak detection tools
• Trenching and repair equipment
• Tablet devices for digital work orders, irrigation audits, and real-time reporting • Pressure gauges and flow measurement tools for system performance testing Arbor Care Equipment
• Commercial chainsaws and pole saws
• Aerial lift equipment for elevated pruning
• Tree climbing gear and rigging equipment
• Stump grinding equipment
• Woodchippers for on -site debris processing
• Traffic control and safety equipment for tree operations Service Vehicles
• Company trucks and utility trailers
• GPS-tracked vehicles for route efficiency and accountability By maintaining dedicated landscape, irrigation, janitorial, and arbor care resources in- house, New Generation provides the city with a fully integrated maintenance program that ensures faster response times, better coordination, and consistent service quality across all sites.
Transforming Landscapes, Cultivating Excellence
qualtk is Our futut.e
52 722
Technology & Mapping Tools
Alncan Sumac(' oly)
19,24'
60% -Good
Alncan &HNC ft MO'
Afghan Fne{1 qiy)
19'2x'
60% -Fail
Crown Ralse !Crown Clem
5,te Uf'.ads
ssss 1!°K C***HA
s at.rras:
s I ANC owa.:11 7d IP ssr
sit *' �� -. �'�'40-.0 y �S'
a r
Landscape Design Software
Used for planning landscape improvements, layout
adjustments, and enhancement proposals. This allows the city to visualize proposed upgrades before work begins.
Satellite Tree Mapping & Inventory System
Used to inventory and map tree assets across sites. This system allows our team to track tree locations, monitor conditions, and develop structured maintenance programs, including annual and multi -year pruning schedules. It also provides a digital record of tree work performed, improving safety, planning, and long-term asset management.
Plant Database & Maintenance Software
Used to reference plant specifications, watering needs, and maintenance requirements. This helps ensure proper plant selection, irrigation scheduling, and long-term plant health.
Fleur Info
California Fescue,. specks of Festuca
_,wramfrwnfre ■
® wasps of California Fescue
p Key Facts
Toxicity Non-toxic to humans a pots
Weed or not Not reported as vieed
Inv.sivenesr. Net reverted es invasive
Plant Type Crane
Cllexpan Perennial
amino Time Fall
Transforming Landscapes, Cultivating Excellence
qualtk Fatu e&
53 723
.0101, rray.
Regular monthly safety meetings
aimed at fostering a culture of
safety and well-being within our
workplace.
Transforming Landscapes, Cultivating Excellence
qualtk is Our futut.e
54 724
Always placing safety cones to
ensure the well-being of the
public.
Transforming Landscapes, Cultivating Excellence
‘jcatl'tg is Out F tine
55 725
-fiRTIFIED
A RBORIST
i I
The In ternational Society of Arboriculture
Hereby Announces That
7est≤ ,&,,}EZ
Haw Earned the Creden tial
ISA Certified A rborist
By succe ssfully meeting ISA Certified Arborist certification requirements through demonstrated attainment of relevant competencies as supported by the ISA Credentialing Council
Caitiyn Poltihan
DEO 8 Executive Director
11 Aped 20118 30 June 2027 WE-B797AT
Issue Date Expiration Date Certification Number
min
ACC AEOITED
CIMI nco
BODY
.6W ESA Ce rtkdA rco v.
II.
CALIFORNIA DEPARTMENT OF PESTICIDE REGULATION
ISSUED: January 01, 2026
EXPIRES December 31, 2027
1001 I STREET
SACRAMENTO, CALIFORNIA 95814
Maintenance Gardener Pest Cont
LICENSE
�(1CI: vSr NO, 47313
Invalid if i 'few ardor qualified persca`x).1;Ipsohefore expiration date.
Mailing Address: I+r
NEW GENERATION LANDSCAPE.
7I377 MAGNOLIA AVE
SAN BERNARDINO, CA 92407
Business Location
W GENERATION LANDSCAPE
NAGEMENC, INC
O77 MAGNOLIA AVE
SAN BERNARDIN0, CA 9240'1
POST THIS LICENSE PIROMINENTLY IN PUBLIC VIEW
This LICENSE IS NOT TRANSFERABLE -MW CHANGE IN OWNERSHIP REQUIRES ANEW LICENSE dpr
DEPARTMENT OF PESTICIDE REGULATION
LICENSING/CERTIFICATION PROGRAM
QAL
QUALIFIED APPLICATOR LICENSE
LICENSE #:164857
Categories: B
JOSE DE J LOPEZ JR
7077 MAGNOLIA AVE
SAN BERNARDINO, CA 92407
EXPIRES:1213112026
Issued: 5/8/2025
III
.,nse must be shown to any representative of the Director or Commissioner upon request.
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57 727
EXHIBIT B
INSURANCE REQUIREMENTS
13 728
EXHIBIT B
INSURANCE REQUIREMENTS
A. Minimum Scope and Limits of Insurance
City reserves the right to review any and all of the required insurance policies and/or endorsements, but has no obligation to do so. Failure to demand evidence of full compliance with the insurance requirements set forth in this Agreement or failure to identify any insurance deficiency shall not relieve Consultant from, nor be construed or deemed a waiver of, its obligation to maintain the required insurance at all times during the performance, including any extension thereof, of this Agreement.
Consultant shall obtain, maintain, and keep in full force and effect during the life of this Agreement, including any extension thereof, all of the following minimum scope of insurance coverages:
1. Commercial General Liability Insurance
Broad -form commercial general liability, with coverage at least as broad as the most current version of ISO Commercial General Liability coverage form CG 00 01, in a form at least as broad as ISO form CG 00 01 04 13, and shall include insurance for premises and operations, products/completed operations, broad form property damage, blanket contractual liability, independent contractors, personal injury or bodily injury, and personal and advertising injury with a policy limit of not less than Two Million Dollars ($2,000,000.00) per occurrence and Four Million Dollars ($4,000,000.00) general aggregate. The aggregate limit, encompassing the above coverage, shall apply separately to this project/location. If Consultant maintains higher limits than the specified minimum limits, City requires and shall be entitled to coverage for the higher limits maintained by the Consultant.
2. Business Automobile Liability Insurance
Business automobile liability for all owned, hired, leased, and non -owned vehicles at least as broad as the most current version of ISO Business Auto Coverage form CA 00 01, with a policy limit of not less than Two Million Dollars ($2,000,000.00) combined single limit per accident. If Consultant maintains higher limits than the specified minimum limits, City requires and shall be entitled to coverage for the higher limits maintained by the Consultant.
3. Workers' Compensation and Employer's Liability Insurance Workers' compensation insurance as required by the State of California and Employer's Liability Insurance with a minimum limit of One Million Dollars ($1,000,000.00) per accident for any employee or employees of Consultant. Consultant agrees to waive and to obtain endorsements from its workers' compensation insurer waiving subrogation rights under its workers' compensation insurance policy against the City, its officers, officials, agents, employees, and volunteers for losses arising from work performed by Consultant for the City and to require each of its subcontractors, if any, to do likewise under their workers' compensation insurance policies.
By signing this Agreement, the Consultant acknowledges and agrees to the following:
729
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. Standards for Insurance Companies
All insurance policies shall be issued by an insurance company currently authorized by the Insurance Commission to transact business of insurance or is on the List of Approved Surplus Line Insurers in the State of California, with an assigned policyholders' rating of A- (or higher) and Financial Size Category Class VII (or larger) in accordance with the latest edition of Best's Key Rating Guide.
B. Documentation and Other Provisions
1. The commercial general liability insurance policy and business automobile liability policy shall be endorsed to contain the following: The City of Placentia, its officers, officials, agents, employees, and volunteers are additional insureds with respect to: liability arising out of activities performed by or on behalf of the Consultant pursuant to its contract with the City; products and completed operations of the Consultant; premises owned, occupied, or used by the Consultant; and automobiles owned, leased, hired, or borrowed by the Consultant. General liability coverage can be provided in the form of an endorsement to the Contractor's insurance at least as broad as one of the following ISO ongoing operations forms: CG 20 10 or CG 20 26 or CG 20 33 (not allowed from subcontractors), or CG 20 38; and one of the following ISO completed operations forms:
CG 20 37, 2039 (not allowed from subcontractors), or CG 20 40.
2. Said policies shall not terminate, nor shall they be cancelled or coverage reduced, without at least thirty (30) days' written notice to the City. In the event of any cancellation or reduction in coverage or limits of any insurance, Consultant shall forthwith obtain and submit proof of substitute insurance. Should Consultant fail to immediately procure other insurance, as specified, to substitute for any cancelled policy or reduction in the required coverage limits, the City may procure such insurance at Consultant's sole cost and expense.
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. 730
5. Defense fees and costs shall not deplete the limits of any insurance provided under this Agreement.
6. The Consultant's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability.
7. Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Consultant shall ensure the City is an additional insured on insurance required from subcontractors.
8. Consultant agrees to waive, and to obtain endorsements from insurers waiving, subrogation rights against the City, its officers, officials, agents, employees, and volunteers for losses arising from work performed by Consultant for the City and to require each of its subcontractors, if any, to do likewise under their insurance policies.
9. Coverage shall be on a standard occurrence form. Claims -made forms are not acceptable, except under the Professional Errors & Omissions ("E&O") Liability policy.
Modified, limited, or restricted occurrence forms are not acceptable. 731
EXHIBIT C
CERTIFICATES OF INSURANCE AND ENDORSEMENTS
14 732
A� b® CERTIFICATE OF LIABILITY INSURANCE
DATE(MM/DD/YYYY)
06/11/2026
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 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
Golden Capital Insurance
21800 Burbank Ave., #240
Woodland Hills, CA 91367
Phone: (818) 654-6985 Fax: () -
CONTACT Brandon Kohanchi
NAME:
PHONE FAX
(A/C. No. Ext): (818)654-6985 (A/C, No):
E-MAIL oldencaice italins.com
ADDRESS: sery @9 p
INSURER(S) AFFORDING COVERAGE
NAIC #
INSURERA: SCOTTSDALE INSURANCE COMPANY
41297
INSURED
New Generation Landscape Management, Inc.
7077 Magnolia Ave
San Bernardino CA 92407 -
INSURER B : Omaha National Casualty Company
32107
INSURER C :
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 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
INSD
S
WVD
POLICY NUMBER
POLICY EFF
(MM/DD/YYYY)
POLICY EXP
(MM/DD/YYYY)
LIMITS
A
X
COMMERCIAL GENERAL LIABILITY
X
X
RBS0342374
02/06/2026
02/06/2027
EACH OCCURRENCE
$ 1,000,000
X
CLAIMS -MADE
X
OCCUR
DAMAGE TO RENTE
PREMISES Ea occur ence)
$ 50,000
MED EXP (Any one person)
$ 5,000
PERSONAL & ADV INJURY
$ 1,000,000
GENT
X
AGGREGATE
POLICY
OTHER:
LIMIT APPLIES
JECT PRO
PER:
LOC
GENERAL AGGREGATE
$ 2,000,000
PRODUCTS - COMP/OP AGG
$ 1,000,000
$
AUTOMOBILE
LIABILITY
ANY AUTO
ALL OWNED
AUTOS
HIRED AUTOS
SCHEDULED
AUTOS
NON -OWNED
AUTOS
COMBINED SINGLE LIMIT
(Ea accident)
$
BODILY INJURY (Per person)
$
BODILY INJURY (Per accident)
$
PROPERTY DAMAGE
(Per accident)
$
A
X
UMBRELLA LIAB
EXCESS LIAB
OCCUR
CLAIMS -MADE
XLS1231327
06/12/2026
02/06/2027
EACH OCCURRENCE
$ 2,000,000
AGGREGATE
$ 2,000,000
DED
RETENTION $
$
B
WORKERS COMPENSATION
AND EMPLOYERS' LIABILITY
ANYY IPROPRIETOR/PARTNER E ECUTIVE
(Mandatory in NH)
If yes, describe under
DESCRIPTION OF OPERATIONS below
Y N
N /A
X
ONCC11975-05
10/25/2025
10/25/2026
Xv
PER
STATUTE
H
ER
E.L. EACH ACCIDENT
$ 1,000,000
E.L. DISEASE - EA EMPLOYEE
$ 1,000,000
E.L. DISEASE - POLICY LIMIT
$ 1,000,000
A
Employment Practices Liab
EKS3595083
10/16/2025
10/16/2026
1,000,000
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) CSLB#: 999308
The City of Placentia, its officers, officials, agents, employees, and volunteers are named as additional insured and coverage is on a primary and non-contributory basis in regards to General Liability policy. Waivers of subrogation apply in favor of the additional insured. Endorsement forms attached.
CERTIFICATE HOLDER
CANCELLATION
City of Placentia
401 E. Chapman Ave.
Placentia, CA 92870
Big Bear Lake, CA 92315
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 (2014/01)
© 1988-2014 ACORD CORPORATION. All rights reserved.
The ACORD name and logo are registered marks of ACORD
733
Underwritten by Scottsdale Insurance Company
ENDORSEMENT
NO.
ATTACHED TO AND
FORMING A PART OF
POLICY NUMBER
ENDORSEMENT EFFECTIVE DATE
(1y.01 A.M. STANDARD TIME)
NAMED INSURED
AGENT NO.
RBS0342374
02/06/2026
New Generation Landscape Management, Inc.
047BZ
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
BLANKET ADDITIONAL INSURED -ONGOING OPERATIONS
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE FORM
SCHEDULE
Name Of Additional Insured Person(s)
Or Organization(s):
Location(s) Of Covered Operations
Any "additional insured" person, entity or
organization where work is performed by you if
ongoing operations coverage is required by insured
contract
Any location of "additional insured" person, entity or
organization where work is performed by you if
ongoing operations coverage is required by insured
contract.
SECTION II -WHO IS AN INSURED, paragraph C. is amended to include, for COVERAGE A —BODILY INJURY, PROPERTY DAMAGE, PERSONAL INJURY AND ADVERTISING INJURY LIABILITY only, as an additional insured, any person, entity or organization for whom the Named Insured is performing ongoing operations only when the Named Insured has agreed with the person, entity or organization in an insured contract to name the person, entity or organization as an additional insured.
1. Such person, entity or organization is only an additional insured with respect to liability for bodi- ly injury or property damage caused, in whole or in part, by the ongoing operations of the Named Insured performed for the additional insured.
2. The insured contract must be currently in effect or become effective during the policy period, be executed prior to the bodily injury or property damage first happening, and be between the Named Insured and the additional insured.
3. This coveragedoes not apply to bodily injury orproperty damage after:
a. Your work for the additional insured has been completed; or b. That portion of your work out of which the bodily injury or property damage arises has been put to its intended use by any person or organization.
4. The applicable limit of our liability shall not be increased by the inclusion of the additional in- sured under the policy.
5. We shall have no duty to indemnify the additional insured for damages,claims or any other lia- bilities arising from actions, inactions, errors or omissions of the additional insured.
SDS-6 (1-19) Page 1 of 2
0 Nationwide
734
6. Our duty to indemnify the additional insured under an insured contract pursuant to this en- dorsement shall be limited to that sum derived by applying the percentage of fault of the Named Insured as determined by the trier -of -fact to the total damage sum allocated by the trier -of -fact to the additional insured. Under no circumstances shall we pay more than this proportionate in- demnity share required of the policyholder in the insured contract.
7. Any indemnity payments made on behalf of any additional insured under an insured contract shall reduce the applicable limits of insurance on a dollar for dollar basis. Any indemnity pay- ments paid to or on behalf of the additional insured pursuant to this endorsement are subject to the terms, conditions and limitations of the policy.
8. This endorsement does not create a duty on our part to defend the additional insured or to par- ticipate in, contribute to, or reimburse any person, organization or entity for any fees or expenses incurred in the defense of the additional insured.
SECTION IV -COMMERCIAL GENERAL LIABILITY CONDITIONS, Condition B. INSURED'S DUTIES IN THE EVENT OF OCCURRENCE, OFFENSE, CLAIM OR SUIT of the policy is amended to include:
An additional insured under this endorsement shall in addition to complying with all provisions of the policy:
1. Give written notice to us of an occurrence or an offense which may result in a claim or suit with- in thirty (30) days of notice to the additional insured.
2. Give written notice to us of a claim or suit brought against the additional insured within thirty (30) days of the additional insured being served with the claim or suit.
3. Give written notice to any other insurer who has or may have coverage under its policy or policies for a claim,suit or demand for defense or indemnity within thirty (30) days of the additional in- sured being served with the claim,suit or demand for defense or indemnity. Such notice must demand the full coverage available under the policy. The additional insured will not take any ac- tion to waive or limits such other coverage available to it.
4. Obtain and provide to us copies of each and every policy from each and every insurer identified pursuant to the preceding paragraph.
This endorsement is subject to all terms, conditions and exclusions of the policy, which remain unchanged.
01/27/2026
AUTHORIZED REPRESENTATIVE DATE
SDS-6 (1-19) Page 2 of 2
0 Nationwide
735
JL SCOTTSDALE INSURANCE COMPANY®
ENDORSEMENT
NO.
ATTACHED TO AND
FORMING A PART OF
POLICY NUMBER
ENDORSEMENT EFFECTIVE DATE
(12:01 A.M. STANDARD TIME)
NAMED INSURED
AGENT NO.
RBS0342374
02/06/2026
New Generation Landscape Management, Inc.
047BZ
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
BLANKET ADDITIONAL INSURED -ONGOING OPERATIONS -PRIMARY AND
NON -CONTRIBUTORY -OWNERS, LESSEES OR CONTRACTORS
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE FORM
SECTION II -WHO IS AN INSURED, paragraph C. is amended to include, for COVERAGE A —BODILY INJURY, PROPERTY DAMAGE, PERSONAL INJURY AND ADVERTISING INJURY LIABILITY only, as an additional insured, any person, entity or organization for whom the Named Insured is performing ongoing operations only when the Named Insured has agreed with the person, entity or organization in an insured contract to name the person, entity or organization as an additional insured.
1. Such person, entity or organization is only an additional insured with respect to liability for bodi- ly injury or property damage caused, in whole or in part, by the ongoing operations of the Named Insured performed for the additional insured.
2. The insured contract must be currently in effect or become effective during the policy period, be executed prior to the bodily injuryor property damage first happening, and be between the Named Insured and the additional insured.
3. This coveragedoes not apply to bodily injury or property damage after:
a. Your work for the additional insuredhas been completed; or b. That portion of your work out of which the bodily injury or property damagearises has been put to its intended use by any person or organization.
4. The applicable limit of our liability shall not be increased by the inclusion of the additional in- sured under the policy.
5. We shall have no duty to indemnify the additional insured for damages,claims or any other lia- bilities arising from actions, inactions, errors or omissions of the additional insured.
6. Our duty to contractually indemnify the additional insuredunder an insured contract shall be limited to that sum derived by applying the percentage of fault of the Named Insured as deter- mined by the trier the trier -of -fact to the total damage sum allocated by the trier -of -fact to the ad- ditional insured.Under no circumstances shall we pay more than this proportionate contractual indemnity share.
7. Any contractual indemnity payments made on behalf of any additional insured under an in- sured contract shall reduce the applicable limits of insurance on a dollar for dollar basis. Any contractual indemnity payments are subject to the terms, conditions and limitations of the policy.
SDS-8 (1-18) Page 1 of 2
736
8. This endorsement does not create a duty on ourpart to defend the additional insuredor to par- ticipate in, contribute to, or reimburse any person, organization or entity for any fees or expenses incurred in the defense of the additional insured.
SECTION IV -COMMERCIAL GENERAL LIABILITY CONDITIONS, Condition B. INSURED'S DUTIES IN THE EVENT OF OCCURRENCE, OFFENSE, CLAIM OR SUITof the policy is amended to include:
An additional insuredunder this endorsement shall in addition to complying with all provisions of the policy:
1. Give written notice tous of an occurrence or an offense which may result in a claim or suit with- in thirty (30) days of notice to the additional insured.
2. Give written notice to us of a claim or suit brought against the additional insured within thirty (30) days of the additional insured being served with the claim or suit.
3. Give written notice to any other insurer who has or may have coverage under its policy or policies for a claim,suit or demand for defense or indemnity within thirty (30) days of the additional in- sured being served with the claim,suitor demand for defense or indemnity.Such notice must demand the full coverage available under the policy.The additional insured will not take any ac- tion to waive or limit such other coverage available to it.
4. Obtain and provide to us copies of each and every policy from each and every insurer identified pursuant to the preceding paragraph.
The coverage provided by this endorsement is primary and non-contributory and no insurance held or owned by the additional insured shall be called upon to cover damages under this policy up to the limits of this policy, but only if the bodily injury or property damage under this policy is caused directly, in whole or in part, from your ongoing operations performed for the additional insured.
This endorsement is subject to all terms, conditions and exclusions of the policy, which remain unchanged.
01/27/2026
AUTHORIZED REPRESENTATIVE DATE
SDS-8 (1-18) Page 2 of 2
737
JL SCOTTSDALE INSURANCE COMPANY®
ENDORSEMENT
NO.
ATACHED TO AND
FORMING A PART OF
POLICY NUMBER
ENDORSEMENT EFFECTIVE DATE
(12:01 A.M. STANDARD TIME)
NAMED INSURED
AGENT NO.
RBS0342374
02/06/2026
New Generation Landscape Management, Inc.
047BZ
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
BLANKET WAIVER OF TRANSFER OF RIGHTS OF
RECOVERY AGAINST OTHERS TO US
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE FORM
SCHEDULE
Name Of Additional Insured Person(S) or
Organization(S):
Designated Construction Project:
Any person or organization against whom
subrogation is required to be waived by an
"insured contract".
Any construction project performed by you for any
person or organization against whom subrogation is
required to be waived by an "insured contract".
SECTION IV -COMMERCIAL GENERAL LIABILITY CONDITIONS, paragraph J. TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO US is deleted in its entirety and replaced by the following:
J. TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO US
If any insured has rights to recover all or part of any payment we have made under the applicable Coverage Part, those rights are transferred to us. The insured must do nothing after loss to impair such rights. At our request, such insured will bring suit or transfer those rights to us and help us enforce them.
We waive any right of recovery we may have against the person or organization shown in the Schedule above because of payments we make for bodily injury or property damage arising out of your work done under an insured contract with that person or organization at the designated construction project.
This waiver applies only if the designated construction project shown in the Schedule above is completed and only to the construction project designated in the above Schedule.
All other terms, conditions and exclusions of the policy remain unchanged. 01/27/2026
AUTHORIZED REPRESENTATIVE DATE
SDS-17 (1-18) Page 1 of 1
738
WORKERS COMPENSATION AND EMPLOYERS LIABILITY INSURANCE POLICY WC ON 04 WS A
(Ed. 01-19)
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.
Blanket Waiver: The additional premium for this endorsement shall be 2% of the California workers' compensation premium otherwise due on such remuneration.
Specific Waiver: The additional premium for this endorsement shall be 5% of the California workers' compensation premium otherwise due on such remuneration.
Person or Organization
Blanket Waiver of Subrogation
Schedule
Job Description
As respects to all CA jobs performed by the named insured during the policy period where by written contract a waiver of subrogation is required prior to the commencement of work.
This endorsement changes the policy to which it is attached and is effective on the date issued unless otherwise stated. (The information below is required only when this endorsement is issued subsequent to preparation of the policy.) Endorsement Effective 10/25/2025 Policy No. ONCC11975-05 Endorsement No.
Insured Insurance Company Omaha National Casualty Company New Generation Landscape Management, Inc
Countersigned By
4R7/,.f "
739
Agenda Item No: 1.s
PLACENTIA CITY COUNCIL AGENDA REPORT
Meeting Date: June 16, 2026
Submitted by: Ontoine Lewis
From: Public Works
Subject:
AWARD CONTRACT FOR STREET SWEEPING SERVICES
Financial Impact:
Expense: $380,983.20
Budgeted: $435,583.00 Account # 403-80700-6300 - Proposed FY 26-27 Summary:
In an effort to minimize costs and increase efficiency while continuing to provide essential city services, the City began outsourcing street sweeping services in 2009. The City's current contract for street sweeping services expires on June 30, 2026. On May 11, 2026 the City issued a Request for Proposals (RFP) and received three (3) responsive proposals. This action will award a contract for street sweeping services to Guardian Sweeping. After reviewing proposals, Guardian Sweeping is recommended by staff to be the awarded company. This action will award a five-year agreement with the option to extend for an additional one (1) five-year term extension to Guardian sweeping in an annual not -to -exceed amount of $380,983.20 and a cumulative five-year contract not -to -exceed amount of $1,904,916.
Recommended Action:
It is recommended that City Council:
1. Award a contract for street sweeping services to Guardian Sweeping, in an annual amount not -to -exceed $380,983.20, for an initial five (5) year term with the option for one (1) additional five (5) year extension; and
2. Authorize the City Administrator to approve contract change orders up to 10% of the annual contract not -to -exceed amount; and
3. Authorize the City Administrator and/or her designee to execute all necessary contract documents, in a form approved by the City Attorney.
Strategic Plan Statement:
This item aligns with Strategic Goal No. 3: Infrastructure, Facilities, and Public Spaces.
Awarding this contract ensures our streets are clean, attractive, and reflective of the City's commitment to quality.
Discussion:
The City has contracted for street sweeping services since 2009. Although street sweeping 740
was initially performed weekly, budget constraints reduced service to twice a month through its current street sweeping contract. The current contract for street sweeping services expires at the end of June 2026. As contracts come to an end, it is standard practice to evaluate the programs and services provided by the existing contractor to determine whether the City is receiving the best value and to explore cost -reduction opportunities.
To this end, the City publicly issued a Request for Proposal (RFP) on May 11, 2026, and three complete proposals were received on the due date of May 26, 2026. After a review of the RFPs, Guardian Sweeping was ranked as the highest -rated proposer for street -sweeping services. The estimated annual cost is based on approximate curb miles to be swept. The three (3) complete proposers' annual amounts are outlined below.
Name
Per Mile
Total Bid
Guardian Sweeping
43.45 $380,983.20
Sweeping Corporation of America (SCA)
48.52 $425,442.00
CMAX Commercial Maintenance
53.00 $468,732.00
As illustrated above, Guardian Sweeping provided the best overall value for the City. Payment will only be made for actual curb miles swept. Exact measurements will be made and reconciled with invoices through the required installation of GPS equipment on contract sweepers that records the date, time, vehicle speed, location, when the brooms are up or down, and whether the dust -control spray equipment is active.
The current street sweeping contract, under SCA, was approximately $188,000 per year.
These new costs, with no new changes in street sweeping service or frequency of street sweeping, are as a result of increased economic volatility due to war in Iran and increased labor rates, fuel rates, and equipment costs.
Guardian Sweeping is a Norco -based firm that has been providing street sweeping services for two decades, they have experience in the roadway, public works, and street -sweeping industries with a strong focus on reliability, responsiveness, accountability, and service quality.
Guardian's primary municipal contract experience includes services provided to the City of Hesperia from July 2022 through September 2025. The scope of work included weekly arterial sweeping, monthly residential sweeping, and quarterly bike lane sweeping operations. Most complaints received by the public stem from City enforcement actions during street -sweeping periods. Based on Guardian's submitted materials in the RFP process and the lowest annual cost, it is recommended that the City Council award the street -sweeping services contract to Guardian Sweeping in an annual not -to -exceed amount of $380,983.20 and a cumulative five- year contract not -to -exceed amount of $1,904,916.
Financial Summary:
Guardian Sweeping is proposing a curb -mile price of $43.45 for curb -mile sweeping service.
The recommended contract amount for Sweeping services is $380,983.20 per year. In addition, the Guardian Sweeping contract includes sweeping the City's eleven (11) parking lots and nine (9) alleys.
Attachments
Guardian Sweeping Maintenance Service Agreement - June 2026.pdf Cert of Ins - Guardian Sweeping.PDF
741
CITY OF PLACENTIA
MAINTENANCE SERVICES AGREEMENT
WITH
Guardian Street Sweeping
THIS AGREEMENT is made and entered into this Service Agreement on the 1st day of July 2026("Effective Date"), by and between the CITY OF PLACENTIA, a municipal corporation ("City"), and Guardian Street Sweeping, a California S corporation ("Contractor").
WITNESSETH:
A. WHEREAS, City proposes to utilize the services of Contractor as an independent contractor to provide Street Sweeping service, as more fully described herein; and B. WHEREAS, Contractor 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 Contractor 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 CONTRACTOR
1.1. Scope of Services. Contractor shall provide the professional services described in Contractor'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 Contractor 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 Contractors in similar fields and circumstances in accordance with sound professional practices. Contractor 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 Contractor's performance of this Agreement. Contractor 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 Contractor 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 Contractor to comply with this section.
1.3. Performance to Satisfaction of City. Contractor agrees to perform all the work to the complete satisfaction of the City and within the hereinafter specified. Evaluations of the work 742
will be done by the City Administrator or his or her designee. If the quality of work is not satisfactory, City in its discretion has the right to:
(a) Meet with Contractor to review the quality of the work and resolve the matters of concern;
(b) Require Contractor 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. Contractor 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. Contractor 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 Contractor's performance under this Agreement.
1.5. Non-discrimination. In performing this Agreement, Contractor 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.
Contractor agrees to post, in conspicuous places accessible to employees and applicants for employment, a notice setting forth the provisions of this non-discrimination clause.
Contractor shall, in all solicitations and advertisements for employees placed by, or on behalf of Contractor, 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. Contractor 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. Contractor acknowledges that City may enter into agreements with other Contractors 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. Contractor may engage a subcontractor(s) as permitted by law and may employ other personnel to perform services contemplated by this Agreement at Contractor's sole cost and expense. All insurance requirements contained in this Agreement are independently applicable to any and all subcontractors that Contractor may engage during the term of this 743
Agreement.
1.8. Confidentiality. Employees of Contractor in the course of their duties may have access to financial, accounting, statistical, and personnel data of private individuals and employees of City. Contractor covenants that all data, documents, discussion, or Guardian Sweeping information developed or received by Contractor or provided for performance of this Agreement are deemed confidential and shall not be disclosed by Contractor 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. Contractor's covenant under this Section shall survive the termination of this Agreement.
2.0. COMPENSATION AND BILLING
2.1. Compensation. Contractor shall be paid in accordance with the fee schedule set forth in Exhibit "A." Contractor's total compensation shall not exceed Three hundred eighty thousand nine hundred eighty-three dollars ($380,983.00) annually or a cumulative not -to - exceed amount of One Million Nine Hundred Four Thousand Nine Hundred Sixteen dollars ($1,904,916'.
2.2. Additional Services. Contractor shall not receive compensation for any services provided outside the scope of services specified in the Contractor'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 Contractor 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 Contractor's standard hourly rates shall be paid to the Contractor for such additional services. Such increase in additional fees shall be limited to 25% of the total contract sum or $25,000, whichever is more. The City Engineer is authorized to approve a Change Order for such additional services.
2.3. Method of Billing. Contractor may submit invoices to the City for approval on a per -progress basis, but no more than twice a month. Said invoice shall be based on the total of all Contractor's services which have been completed to City's sole satisfaction. City shall pay Contractor'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 Contractor's services relating to this Agreement shall be maintained in accordance with generally recognized accounting principles and shall be made available to City or its Project Manager for inspection and/or audit at mutually convenient times for a period of three (3) years from the Effective Date.
3.0. TIME OF PERFORMANCE
3.1. Commencement and Completion of Work. The professional services to be performed pursuant to this Agreement shall commence within five (5) days from the Effective Date of this Agreement. Said services shall be performed in strict compliance with the Project Schedule approved by City as set forth in Exhibit "A." The Project Schedule may be amended by mutual agreement of the parties. Failure to commence work in a timely manner and/or diligently pursue 744
work to completion may be grounds for termination of this Agreement.
3.2. Excusable Delays. Neither party shall be responsible for delays or lack of 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 Contractor is encountered, a time extension may be mutually agreed upon in writing by the City and the Contractor. The Contractor 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.
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 Contractor. The termination of this Agreement shall be deemed effective upon receipt of the notice of termination. In the event of such termination, Contractor 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 Contractor 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 Contractor 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 Contractor, if the latter should:
a. Be adjudged a bankrupt;
b. Become insolvent or have a receiver of its assets or property appointed because of insolvency;
c. Make a general assignment for the benefit of creditors; d. Default in the performance of any obligation or payment of any indebtedness under this Agreement;
e. Suffer any judgment against it to remain unsatisfied or unbonded of record for thirty (30) days or longer; or
f. Institute or suffer to be instituted any procedures for reorganization or 745
rearrangement of its affairs.
4.3. Compensation. In the event of termination, City shall pay Contractor 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 Contractor. 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 Contractor 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 Contractor, at no cost to City. Any use of uncompleted documents without specific written authorization from Contractor shall be at City's sole risk and without liability or legal expense to Contractor.
5.0. INSURANCE
5.1. Minimum Scope and Limits of Insurance. Contractor shall obtain, maintain, and keep in full force and effect during the life of this Agreement all of the following minimum scope of insurance coverages with an insurance company admitted to do business in California, rated "A," Class X, or better in the most recent Best's Key Insurance Rating Guide, and approved by City:
(a) Broad -form commercial general liability, in a form at least as broad as ISO from #CG 00 01 04 13, including premises -operations, products/completed operations, broad form property damage, blanket contractual liability, independent contractors, personal injury or bodily injury with a policy limit of not less than One Million Dollars ($1,000,000.00), combined single limits, per occurrence. If such insurance contains a general aggregate limit, it shall apply separately to this Agreement or shall be twice the required occurrence limit. If Contractor maintains higher limits than the specified minimum limits, City requires and shall be entitled to coverage for the high limits maintained by the Contractor.
(b) Business automobile liability for owned vehicles, hired, and non -owned vehicles, with a policy limit of not less than One Million Dollars ($1,000,000.00), combined single limits, each incident for bodily injury and property damage.
(c) Workers' compensation insurance as required by the State of California and Employers Liability Insurance with a minimum limit of $1,000,000 per accident for any employee or employees of Contractor. Contractor agrees to waive, and to obtain endorsements from its workers' compensation insurer waiving subrogation rights under its workers' compensation insurance policy against the City, its officers, agents, employees, and 746
volunteers for losses arising from work performed by Contractor for the City and to require each of its subcontractors, if any, to do likewise under their workers' compensation insurance policies.
Before execution of this Agreement by the City, the Contractor shall file with the Public Works Director/City Engineer the following signed certification:
I am aware of and will comply with Section 3700 of the Labor Code, which requires every employer to be insured against liability for Workers' Compensation or to undertake self-insurance before commencing any work.
The Contractor shall also comply with Section 3800 of the Labor Code by securing, paying for and maintaining in full force and effect for the duration of this Agreement, complete Workers' Compensation Insurance, and shall furnish a Certificate of Insurance to the Public Works Director/City Engineer before execution of this Agreement by the City. The City, its officers and employees shall not be responsible for any claims in law or equity occasioned by failure of the Contractor to comply with this section.
Neither the CITY nor any of its elected or appointed officials, officers, agents, employees, or volunteers makes any representation that the types of insurance and the limits specified to be carried by Contractor under this Agreement are adequate to protect Contractor. If Contractor believes that any such insurance coverage is insufficient, Contractor shall provide, at its own expense, such additional insurance as Contractor deems adequate.
5.2. Endorsements. The commercial general liability insurance policy and business automobile liability policy shall contain or be endorsed to contain the following provisions:
(a) Additional insureds: "The City of Placentia and its elected and appointed boards, officers, officials, agents, employees, and volunteers are additional insureds with respect to: liability arising out of activities performed by or on behalf of the Contractor pursuant to its contract with the City; products and completed operations of the Contractor; premises owned, occupied or used by the Contractor; automobiles owned, leased, hired, or borrowed by the Contractor."
(b) Notice: "Contractor shall provide immediate written notice if (1) any of the required insurance policies is terminated; (2) the limits of any of the required policies are reduced; (3) or the deductible or self -insured retention is increased. In the event of any cancellation or reduction in coverage or limits of any insurance, Contractor shall forthwith obtain and submit proof of substitute insurance. Should Contractor fail to immediately procure other insurance, as specified, to substitute for any canceled policy, the City may procure such insurance at Contractor's sole cost and expense." (c) Other insurance: "The Contractor's insurance coverage shall be primary insurance as respects the City of Placentia, its officers, officials, agents, employees, and volunteers. Any other insurance maintained by the City of 747
Placentia shall be excess and not contributing with the insurance provided by this policy."
(d) Any failure to comply with the reporting provisions of the policies shall not affect coverage provided to the City of Placentia, its officers, officials, agents, employees, and volunteers.
(e) The Contractor's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability.
5.3. Deductible or Self -Insured Retention. If any of such policies provide for a deductible or self -insured retention to provide such coverage, the amount of such deductible or self -insured retention shall be approved in advance by City. No policy of insurance issued as to which the City is an additional insured shall contain a provision which requires that no insured except the named insured can satisfy any such deductible or self -insured retention.
5.4. Certificates of Insurance. Contractor shall provide to City certificates of insurance showing the insurance coverages and required endorsements described above, in a form and content approved by City, prior to performing any services under this Agreement. The certificates of insurance and endorsements shall be attached hereto as Exhibit "B" and incorporated herein by this reference.
5.5. Non -limiting. Nothing in this Section shall be construed as limiting in any way the indemnification provision contained in this Agreement, or the extent to which Contractor 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.
Contractor shall designate a representative for purposes of this Agreement who shall be authorized to issue all consents, approvals, directives and agreements on behalf of Contractor 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 Contractor in the performance of this Agreement. It shall be the Contractor's responsibility to ensure that the Project Manager is kept informed of the progress of the services, and the Contractor shall refer any decision that must be made by the City to the Project Manager. Unless otherwise specified herein, any approval of City required hereunder shall mean the approval of 748
the Project Manager.
Contractor 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 Contractor without the express written approval by the City. Contractor 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.
Contractor
City
Guardian Street Sweeping.
City of Placentia
PO Box 4861
401 E Chapman
Crestline, CA 92325
Placentia, CA 92870
Tel: 714-618-7527
Tel (714) 993-8111
Attn: Andrew Lucas, CEO
Attn: Ontoine Lewis, Public Works Manager
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. Contractor agrees to submit to the personal jurisdiction of such court in the event of such action.
6.7. Assignment. Contractor shall not voluntarily or by operation of law assign, transfer, sublet or encumber all or any part of Contractor'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 Contractor of Contractor's obligation to perform all other obligations to be performed by Contractor hereunder for the term of this Agreement.
6.8. Indemnification and Hold Harmless. Contractor agrees to defend, indemnify, hold free and harmless the City, its elected and appointed officials, officers, agents and employees, at Contractor's sole expense, from and against any and all claims, demands, actions, suits or other legal proceedings brought against the City, its elected and appointed officials, 749
officers, agents and employees arising out of the performance of the Contractor, its employees, and/or authorized subcontractors, of the work undertaken pursuant to this Agreement. The defense obligation provided for hereunder shall apply whenever any claim, action, complaint or suit asserts liability against the City, its elected and appointed officials, officers, agents and employees based upon the work performed by the Contractor, its employees, and/or authorized subcontractors under this Agreement, whether or not the Contractor, its employees, and/or authorized subcontractors are specifically named or otherwise asserted to be liable.
Notwithstanding the foregoing, the Contractor 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 Contractor's Proposal, which shall be of no force and effect.
6.9. Independent Contractor. Contractor is and shall be acting at all times as an independent contractor and not as an employee of City. Contractor 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 Contractor or any of Contractor's employees, except as set forth in this Agreement. Contractor 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. Contractor shall secure, at its sole expense, and be responsible for any and all payments of Income Tax, Social Security, State Disability Insurance Compensation, Unemployment Compensation, and other payroll deductions for Contractor and its officers, agents, and employees, and all business licenses, if any are required, in connection with the services to be performed hereunder. Contractor 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. Contractor further agrees to indemnify and hold City harmless from any failure of Contractor to comply with the applicable workers' compensation laws. City shall have the right to offset against the amount of any fees due to Contractor under this Agreement any amount due to City from Contractor as a result of Contractor's failure to promptly pay to City any reimbursement or indemnification arising under this paragraph.
6.10. PERS Eligibility Indemnification. In the event that Contractor or any employee, agent, or subcontractor of Contractor 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, Contractor shall indemnify, defend, and hold harmless City for the payment of any employee and/or employer contributions for PERS benefits on behalf of Contractor 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, Contractor 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 Contractor's performance or services rendered under this Agreement, Contractor shall render any 750
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 Contractor or any of its subcontractors in the course of performance of this Agreement, shall be and remain the sole property of City. Contractor 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 Contractor. City shall indemnify and hold harmless Contractor 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 Contractor.
Contractor shall deliver to City any findings, reports, documents, information, data, preliminary notes and working documents, in any form, including but not limited to, computer tapes, discs, files audio tapes or any other Project -related items as requested by City or its authorized representative, at no additional cost to the City. Contractor or Contractor'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. Contractor 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 Contractor, or any of its subcontractors, pursuant to this Agreement and provided to City may be subject to public disclosure as required by the California Public Records Act (California Government Code Section 6250 et seq.).
Exceptions to public disclosure may be those documents or information that qualify as trade secrets, as that term is defined in the California Government Code Section 6254.7, and of which Contractor 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. Contractor and its officers, employees, associates and subcontractors, if any, will comply with all conflict -of -interest statutes of the State of California applicable to Contractor'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, Contractor and its officers, employees, associates and subcontractors shall not, without the prior written approval of the City Representative, perform work for another person or entity for whom Contractor is not currently performing work that would require Contractor or one of its officers, employees, associates or subcontractors to abstain from a decision under this Agreement pursuant to a conflict of interest statute.
6.15. Responsibility for Errors. Contractor shall be responsible for its work and results under this Agreement. Contractor, 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 Contractor occurs, then Contractor shall, at no cost to City, provide all necessary design drawings, estimates and other Contractor 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.
751
6.16. Prohibited Employment. Contractor will not employ any regular employee of City while this Agreement is in effect.
6.17. Order of Precedence. In the event of an inconsistency in this Agreement and any of the attached Exhibits, the terms set forth in this Agreement shall prevail. If, and to the extent this Agreement incorporates by reference any provision of any document, such provision shall be deemed a part of this Agreement. Nevertheless, if there is any conflict among the terms and conditions of this Agreement and those of any such provision or provisions so incorporated by reference, the conflict shall be resolved by giving precedence in the following order, if applicable:
This Agreement, the City's Request for Proposals, the Contractor'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 Contractor, 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. 752
6.25. Counterparts. This Agreement may be executed in one or more counterparts, each of which shall be deemed an original. All counterparts shall be construed together and shall constitute one agreement.
6.26. Corporate Authority. The persons executing this Agreement on behalf of the parties hereto warrant that they are duly authorized to execute this Agreement on behalf of said parties and that by doing so the parties hereto are formally bound to the provisions of this Agreement.
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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/Mayor
ATTEST:
City Clerk and ex -officio Clerk
of the City of Placentia
CONTRACTOR
Date: 6-7-26
Signature
Andrew Lucas - CEO
Name and Title
86-2168784
Social Security or Taxpayer ID Number
APPROVED AS TO FORM:
Date:
City Attorney
APPROVED AS TO INSURANCE:
Date:
Cyndi Alvarenga, Risk Management Analyst
APPROVED AS TO CONTENT:
Date:
Ontoine Lewis, Public Works Manager
754
DEPARTMENTAL APPROVAL:
Date:
Chris Tanio Director of Public Works/City Engineer
755
EXHIBIT A
CONTRACTOR'S PROPOSAL AND SCOPE OF WORK
12 756
Main Bid Item A
City of Placentia
PROPOSAL FOR
STREET SWEEPING
SERVICES
BID SHEET
A. Route number
B. The earliest and latest times and days
C. Curb miles per route
D. Column C times 24 sweeps
E. Cost per route per sweep
F. Total annual cost per route Column E times 24
A
B
C
D
E
F
Route#
Day & Time
Curb Miles
Annual Miles
Cost !Route
Total Annual Cost
1 1st & 3rd Monday 7:30 AM -4 PM
30.5 732
$2317.70
$55,624.80
2 1st & 3rd Tuesday 7:30 am - Noon
41.6 998.4
$882.20
$21,172.80
3 1st & 3rd Wednesday noon -4 PM
51.7 1240.8
$651.90
$15,645.60
4 1st & 3rd Thursday 7:30 AM - 4 PM
22.6 542.4
$1691.80
$40,603.20
5 2nd & 4th Monday 7:30 - 4 PM
31.6 754.4
$1923.90
$46,173.60
6 2nd & 4th Tuesday 7:30 - 4 PM
52.7 1264.8
$1197.90
$28,749.60
7 2nd & 4th Wednesday noon - 4 PM
51.6 1238.4
$668.30
$16,039.20
8 2nd & 4thThursday7:30 - 4 PM
3t5
756
$2651.00
$63,624.00
9 Arterial Wednesday 2:00am -6:00 AM
51,7
124Q,8
$3889.60
$93,350.00
Totals
365.5
8768
$15,874.30
$380,983.20
Additional Sweeps
Scheduled sweeps (New Development, etc.) Based on 24 annual sweeps, curb mile cost
$65.00
Special Sweeps ( Special Events, And Emergencies)
curb mile cost
$290.00
Page C-14
757
EXHIBIT B
INSURANCE REQUIREMENTS
13 758
EXHIBIT B
INSURANCE REQUIREMENTS
A. Minimum Scope and Limits of Insurance
City reserves the right to review any and all of the required insurance policies and/or endorsements, but has no obligation to do so. Failure to demand evidence of full compliance with the insurance requirements set forth in this Agreement or failure to identify any insurance deficiency shall not relieve Consultant from, nor be construed or deemed a waiver of, its obligation to maintain the required insurance at all times during the performance, including any extension thereof, of this Agreement.
Consultant shall obtain, maintain, and keep in full force and effect during the life of this Agreement, including any extension thereof, all of the following minimum scope of insurance coverages:
1. Commercial General Liability Insurance
Broad -form commercial general liability, with coverage at least as broad as the most current version of ISO Commercial General Liability coverage form CG 00 01, in a form at least as broad as ISO form CG 00 01 04 13, and shall include insurance for premises and operations, products/completed operations, broad form property damage, blanket contractual liability, independent contractors, personal injury or bodily injury, and personal and advertising injury with a policy limit of not less than Two Million Dollars ($2,000,000.00) per occurrence and Four Million Dollars ($4,000,000.00) general aggregate. The aggregate limit, encompassing the above coverage, shall apply separately to this project/location. If Consultant maintains higher limits than the specified minimum limits, City requires and shall be entitled to coverage for the higher limits maintained by the Consultant.
2. Business Automobile Liability Insurance
Business automobile liability for all owned, hired, leased, and non -owned vehicles at least as broad as the most current version of ISO Business Auto Coverage form CA 00 01, with a policy limit of not less than Two Million Dollars ($2,000,000.00) combined single limit per accident. If Consultant maintains higher limits than the specified minimum limits, City requires and shall be entitled to coverage for the higher limits maintained by the Consultant.
3. Workers' Compensation and Employer's Liability Insurance Workers' compensation insurance as required by the State of California and Employer's Liability Insurance with a minimum limit of One Million Dollars ($1,000,000.00) per accident for any employee or employees of Consultant. Consultant agrees to waive and to obtain endorsements from its workers' compensation insurer waiving subrogation rights under its workers' compensation insurance policy against the City, its officers, officials, agents, employees, and volunteers for losses arising from work performed by Consultant for the City and to require each of its subcontractors, if any, to do likewise under their workers' compensation insurance policies.
By signing this Agreement, the Consultant acknowledges and agrees to the following:
759
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. Standards for Insurance Companies
All insurance policies shall be issued by an insurance company currently authorized by the Insurance Commission to transact business of insurance or is on the List of Approved Surplus Line Insurers in the State of California, with an assigned policyholders' rating of A- (or higher) and Financial Size Category Class VII (or larger) in accordance with the latest edition of Best's Key Rating Guide.
B. Documentation and Other Provisions
1. The commercial general liability insurance policy and business automobile liability policy shall be endorsed to contain the following: The City of Placentia, its officers, officials, agents, employees, and volunteers are additional insureds with respect to: liability arising out of activities performed by or on behalf of the Consultant pursuant to its contract with the City; products and completed operations of the Consultant; premises owned, occupied, or used by the Consultant; and automobiles owned, leased, hired, or borrowed by the Consultant. General liability coverage can be provided in the form of an endorsement to the Contractor's insurance at least as broad as one of the following ISO ongoing operations forms: CG 20 10 or CG 20 26 or CG 20 33 (not allowed from subcontractors), or CG 20 38; and one of the following ISO completed operations forms:
CG 20 37, 2039 (not allowed from subcontractors), or CG 20 40.
2. Said policies shall not terminate, nor shall they be cancelled or coverage reduced, without at least thirty (30) days' written notice to the City. In the event of any cancellation or reduction in coverage or limits of any insurance, Consultant shall forthwith obtain and submit proof of substitute insurance. Should Consultant fail to immediately procure other insurance, as specified, to substitute for any cancelled policy or reduction in the required coverage limits, the City may procure such insurance at Consultant's sole cost and expense.
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. 760
5. Defense fees and costs shall not deplete the limits of any insurance provided under this Agreement.
6. The Consultant's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability.
7. Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Consultant shall ensure the City is an additional insured on insurance required from subcontractors.
8. Consultant agrees to waive, and to obtain endorsements from insurers waiving, subrogation rights against the City, its officers, officials, agents, employees, and volunteers for losses arising from work performed by Consultant for the City and to require each of its subcontractors, if any, to do likewise under their insurance policies.
9. Coverage shall be on a standard occurrence form. Claims -made forms are not acceptable, except under the Professional Errors & Omissions ("E&O") Liability policy.
Modified, limited, or restricted occurrence forms are not acceptable. 761
EXHIBIT C
CERTIFICATES OF INSURANCE AND ENDORSEMENTS
14 762
A L U I\ D
CERTIFICATE OF LIABILITY INSURANCE
DATE (MM/DD/YYYY)
06/11/2026
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 lieu of such endorsement(s).
PRODUCER
DFI - DiGerolamo Family Insurance Services
2027 Hamner Ave
Norco, CA 92860
CONTACT
NAME: Brenda Banuelos
(HONE
A/CC, No, Ext): (951)735-5335 FAX
(A/C, No): (951)735-3758
E-MADDRESS: [email protected]
INSURER(S) AFFORDING COVERAGE
NAIC #
INSURER A: Northfield Insurance Company
INSURED Andrew Sean
DBA Guardian Sweeping
270 Haflinger Road
Norco, CA 92860
INSURER B: United Financial Casualty Company
11770
INSURER C: State Compensation Insurance Fund
INSURER D:
INSURER E :
INSURER F :
COVERAGES
CERTIFICATE NUMBER: 99018956-0
REVISION NUMBER: 49
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED.
NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE
ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. *LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. LIMITS SHOWN ARE INCLUSIVE OF AMOUNTS REQUESTED BY THE CERTIFICATE HOLDER AND MAY NOT REFLECT POLICY LIMIT AMOUNTS IN EXCESS OF THOSE REQUESTED. *Not Applicable in WY
INSR LTR
TYPE OF INSURANCE
ADDL INSD
SUBR WVD
POLICY NUMBER
POLICY EFF
(MM/DD/YYYY)
POLICY EXP
(MM/DD/YYYY)
LIMITS
A
X
COMMERCIAL GENERAL LIABILITY
WS693905
06/01/2026
06/01/2027
EACH OCCURRENCE
$ 2,000,000
CLAIMS -MADE
X
OCCUR
DAMAGE TO RENTE
PREMISES (Ea occur ence)
$ 100,000
MED EXP (Any one person)
$ 5,000
PERSONAL &ADV INJURY
$ 1,000,000
GEN'L
AGGREGATE
X
LIMIT APPLIES
128-1-
PER:
LOC
GENERAL AGGREGATE
$ 4,000,000
PRODUCTS - COMP/OP AGG
$ 2,000,000
$
B
AUTOMOBILE
X
LIABILITY
ANY AUTO
OWNED
X
X
SCHEDULED
AUTOS
NON -OWNED
AUTOS ONLY
00225308
04/11/2026
10/11/2026
(Ea aacideDno INGLE LIMIT
$ 2,000,000
BODILY INJURY (Per person)
$
BODILY INJURY (Per accident)
$
PROPERTY DAMAGE
(Per accident)
$
$
UMBRELLA LIAB
EXCESS LIAB
OCCUR
CLAIMS -MADE
EACH OCCURRENCE
$
AGGREGATE
$
DED
RETENTION $
$
C
WORKERS COMPENSATION
AND EMPLOYERS' LIABILITY
ANY PROPRIETOR/PARTNER/EXECUTIVE
OFFICER/MEMBER EXCLUDED?
(Mandatory in NH)
If yes, describe under
DESCRIPTION OF OPERATIONS below
Y/N
Y
N /A
9403340-2026
06/11/2026
06/11/2027
X
PER
STATUTE
OTH-
ER
E.L. EACH ACCIDENT
$ 1,000,000
E.L. DISEASE - EA EMPLOYEE
$ 1,000,000
E.L. DISEASE - POLICY LIMIT
$ 1,000,000
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)
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 (2025/12)
(BRE)
© 1988-2025 ACORD CORPORATION. All rights reset 763
The ACORD name and logo are registered marks of ACORD Printed by BRE on 06/11/2026 at 04:5SI-M
Agenda Item No: 1.t
PLACENTIA CITY COUNCIL AGENDA REPORT
Meeting Date: June 16, 2026
Submitted by: Ontoine Lewis
From: Public Works
Subject:
AWARD OF CONTRACT FOR CITY POOL AND FOUNTAIN MAINTENANCE SERVICES TO CALIFORNIA WATERS DEVELOPMENT, INC.
Financial Impact:
Annual expense: $ 15,675 ($47,025 for three years of service) Budgeted: $326,943 Proposed FY 2026/27 (101-80402-6300) Summary:
This proposed agreement provides for maintenance services for the City's fountain located at City Hall and the swimming pool located at the Gomez Community Center. The scope of work for this contract includes annual preventative and seasonal monthly pool maintenance, along with repairs and emergency response. An extension of the current agreement with the City's current contractor, HASA, entered on July 1, 2023, included a 2 -year extension. However, the City contacted HASA about extending the agreement, and they responded with requesting a 33% rate increase.
The City then decided to issue a Request for Proposal (RFP) on May 18, 2026, to seek more competitive pricing for pool and fountain maintenance services. On June 1, 2026, the City received three (3) responsive proposals. This action will award a contract to California Waters Development, Inc (California Waters).
After reviewing proposals, California Waters is recommended by staff to be the awarded company. This action will award a three-year agreement with the option to extend for an additional one (1) two-year term extension to California Waters in an annual not -to -exceed amount of $15,675 and a cumulative three-year contract not -to -exceed amount of $47,025.
Recommended Action:
It is recommended that the City Council:
1. Approve a Maintenance Services Agreement with California Waters Development, Inc. for Pool and Fountain Maintenance Services for an amount not -to -exceed $47,025 over an initial three-year contract term ending on June 30, 2029, with the option to extend for one (1) additional two-year term based upon contractor performance and at the discretion of the City for an amount not -to -exceed $15,675 per year; and
2. Authorize the City Administrator to approve contract change orders up to 10% of the 764
annual contract; and
3. Authorize the City Administrator and/or her designee to execute all necessary documents, in a form approved by the City Attorney.
Strategic Plan Statement:
This item aligns with Strategic Goal No. 3: Infrastructure, Facilities, and Public Spaces.
Awarding this contract ensures our public spaces are clean, attractive, and reflective of the City's commitment to quality.
Discussion:
The City offers free recreational swim at the Gomez Community Center. Free recreational swim is a nine (9) week program open to all residents and non-residents, which begins on June 1 and ends on August 31. Between September 1 and May 31, the pool is open on a per - reservation basis. The contract scope of work for pool and fountain maintenance services will include annual preventative and seasonal maintenance, such as filter servicing, vacuuming, on -site inspections, and monitoring of the pump room equipment and the chlorine and pH levels. An extension of the current agreement with the City's current contractor, HASA, entered on July 1, 2023, included a 2 -year extension. However, the City contacted HASA about extending the agreement, and they responded with requesting a 33% rate increase.
The City then issued a Request for Proposal (RFP) on May 18, 2026, to seek more competitive pricing for pool and fountain maintenance services. On June 1, 2026, the City received three (3) responsive proposals as shown in the table below.
Company Name
City Hall Fountain
Gomez Pool
Total Bid
California Waters
Development, Inc.
$4,350.00
$11,325.00
$15,675.00
USA Pools of California
$6,500.00
$35,860.00
$42,360.00
HASA Inc.
$13,370.00
$33,100.00
$46,470.00
After a review of the proposals, California Waters was determined to be the most responsive and responsible contractor for performing the pool and fountain maintenance service. Staff recommends the City Council award a Maintenance Service Agreement to California Waters for an an annual not -to -exceed amount of $15,675 and a cumulative three-year contract not - to -exceed amount of $47,025.
Financial Summary:
The agreement with California Waters Development is for three (3) years for a cumulative not - to -exceed contract amount of $47,025 with the option to extend for one (1) additional two-year term for an amount not -to -exceed 15,675 per year, based upon contractor performance and at the discretion of the City. Funding for the Pool and Fountain Maintenance Services is included in the proposed Fiscal Year 2026-27 Operating Budget of $326,943.
Attachments
California Waters Development (Vendor signed) Pool Maintenance service agreement 2026.pdf
California Waters Development - COl.pdf
765
CITY OF PLACENTIA
MAINTENANCE SERVICES AGREEMENT
WITH
California Waters Development, 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 California Waters Development, a California S corporation ("Contractor").
WITNESSETH:
A. WHEREAS, City proposes to utilize the services of Contractor as an independent contractor to provide Pool and fountain maintenance service, as more fully described herein; and B. WHEREAS Contractor 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 Contractor 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 CONTRACTOR
1.1. Scope of Services. Contractor shall provide the professional services described in Contractor'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 Contractor 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 Contractors in similar fields and circumstances in accordance with sound professional practices. Contractor 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 Contractor's performance of this Agreement. Contractor 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 Contractor 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 Contractor to comply with this section.
1.3. Performance to Satisfaction of City. Contractor 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 766
satisfactory, City, in its discretion, has the right to:
(a) Meet with Contractor to review the quality of the work and resolve the matters of concern;
(b) Require Contractor 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. Contractor 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. Contractor 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 Contractor's performance under this Agreement.
1.5. Non-discrimination. In performing this Agreement, Contractor 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.
Contractor agrees to post in conspicuous places, available to employees and applicants for employment, a notice setting forth provisions of this non-discrimination clause.
Contractor shall, in all solicitations and advertisements for employees placed by, or on behalf of Contractor, 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. Contractor 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. Contractor acknowledges that City may enter into agreements with other Contractors 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. Contractor may engage a subcontractor(s) as permitted by law and may employ other personnel to perform services contemplated by this Agreement at Contractor's sole cost and expense. All insurance requirements contained in this Agreement are independently applicable to any and all subcontractors that Contractor may engage during the term of this Agreement.
767
1.8. Confidentiality. Employees of Contractor in the course of their duties may have access to financial, accounting, statistical, and personnel data of private individuals and employees of City. Contractor covenants that all data, documents, discussion, or information developed or received by Contractor or provided for performance of this Agreement are deemed confidential and shall not be disclosed by Contractor 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. Contractor's covenant under this Section shall survive the termination of this Agreement.
2.0. COMPENSATION AND BILLING
2.1. Compensation. Contractor shall be paid in accordance with the fee schedule set forth in Exhibit "A." Contractor's total compensation shall not exceed Fifteen thousand six hundred and seventy-five Dollars ($ 15,675.00) annually or a cumulative not -to -exceed of Forty -Seven Thousand Twenty -Five Dollars ($ 47,025). Any request for pricing adjustment shall be submitted in writing by Contractor at least sixty (60) days prior to the proposed effective date of such adjustment. Each request shall include reasonable supporting documentation substantiating the basis for the adjustment, including but not limited to, applicable wage determinations, payroll impact analyses, supplier pricing changes, or other relevant cost data. The request is subject to approval, rejection, or modification by the City in its sole discretion. Such increase shall be limited to 10% of the annual contract sum and shall occur no more than once in any twelve (12) month period. The first such request shall not occur until after the first full year of the contract. The City Council has final approval.
2.2. Additional Services. Contractor shall not receive compensation for any services provided outside the scope of services specified in the Contractor'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 Contractor 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 Contractor's standard hourly rates shall be paid to the Contractor for such additional services.
Such increase in additional fees shall be limited to 25% of the total contract sum or $25,000, whichever is more. The City Engineer is authorized to approve a Change Order for such additional services.
2.3. Method of Billing. Contractor may submit invoices to the City for approval on a per -progress basis, but no more than twice a month. Said invoice shall be based on the total of all Contractor's services which have been completed to City's sole satisfaction. City shall pay Contractor'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 Contractor'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. 768
3.0. TIME OF PERFORMANCE
3.1. Commencement and Completion of Work. The professional services to be performed pursuant to this Agreement shall commence within five (5) days from the Effective Date of this Agreement. Said services shall be performed in strict compliance with the Project Schedule approved by City as set forth in Exhibit "A." The Project Schedule may be amended by mutual agreement of the parties. Failure to commence work in a timely manner and/or diligently pursue work to completion may be grounds for termination of this Agreement.
3.2. Excusable Delays. Neither party shall be responsible for delays or lack of 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 Contractor's control is encountered, a time extension may be mutually agreed in writing by the City and the Contractor. The Contractor shall present documentation satisfactory to the City to substantiate any request for a time extension.
4.0. TERM AND TERMINATION
4.1. Term. This Agreement shall commence on the Effective Date and continue for a period of 36 months, ending on June 30, 2029, unless previously terminated as provided herein or as otherwise agreed to in writing by the parties.
4.2. Notice of Termination. The City reserves and has the right and privilege of canceling, suspending, or abandoning the execution of all or any part of the work contemplated by this Agreement, with or without cause, at any time, by providing at least fifteen (15) days prior written notice to Contractor. Termination of this Agreement shall be deemed effective upon receipt of notice of termination. In the event of such termination, Contractor 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 Contractor 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 Contractor 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 Contractor, 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; 769
d. Default in the performance of any
indebtedness under this Agreement;
e. Suffer any judgment against it to remain
for thirty (30) days or longer; or
f. Institute or suffer to be instituted any
rearrangement of its affairs.
obligation or payment of any
unsatisfied or unbonded of record
procedures for reorganization or
4.3. Compensation. In the event of termination, City shall pay Contractor 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 Contractor. 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 Contractor 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 Contractor, at no cost to City. Any use of uncompleted documents without specific written authorization from Contractor shall be at City's sole risk and without liability or legal expense to Contractor.
5.0. INSURANCE
5.1. Minimum Scope and Limits of Insurance. Contractor shall obtain, maintain, and keep in full force and effect during the life of this Agreement all of the following minimum scope of insurance coverages with an insurance company admitted doing business in California, rated "A," Class X, or better in the most recent Best's Key Insurance Rating Guide, and approved by City:
(a) Broad -form commercial general liability, in a form at least as broad as ISO from #CG 00 01 04 13, including premises -operations, products/completed operations, broad form property damage, blanket contractual liability, independent contractors, personal injury or bodily injury with a policy limit of not less than One Million Dollars ($1,000,000.00), combined single limits, per occurrence. If such insurance contains a general aggregate limit, it shall apply separately to this Agreement or shall be twice the required occurrence limit. If Contractor maintains higher limits that the specified minimum limits, City requires and shall be entitled to coverage for the high limits maintained by the Contractor.
(b) Business automobile liability for owned vehicles, hired, and non -owned vehicles, with a policy limit of not less than One Million Dollars ($1,000,000.00), combined single limits, each incident for bodily injury and property damage.
770
(c) Workers' compensation insurance as required by the State of California and Employers Liability Insurance with a minimum limit of $1,000,000 per accident for any employee or employees of Contractor. Contractor agrees to waive, and to obtain endorsements from its workers' compensation insurer waiving subrogation rights under its workers' compensation insurance policy against the City, its officers, agents, employees, and volunteers for losses arising from work performed by Contractor for the City and to require each of its subcontractors, if any, to do likewise under their workers' compensation insurance policies.
Before execution of this Agreement by the City, the Contractor shall file with the Public Works Director/City Engineer the following signed certification:
I am aware of and will comply with Section 3700 of the Labor Code, which requires every employer to be insured against liability for Workers' Compensation or to undertake self-insurance before commencing any work.
The Contractor shall also comply with Section 3800 of the Labor Code by securing, paying for and maintaining in full force and effect for the duration of this Agreement, complete Workers' Compensation Insurance, and shall furnish a Certificate of Insurance to the Public Works Director/City Engineer before execution of this Agreement by the City. The City, its officers and employees shall not be responsible for any claims in law or equity occasioned by failure of the Contractor to comply with this section.
Neither the CITY nor any of its elected or appointed officials, officers, agents, employees, or volunteers makes any representation that the types of insurance and the limits specified to be carried by Contractor under this Agreement are adequate to protect Contractor. If Contractor believes that any such insurance coverage is insufficient, Contractor shall provide, at its own expense, such additional insurance as Contractor deems adequate.
5.2. Endorsements. The commercial general liability insurance policy and business automobile liability policy shall contain or be endorsed to contain the following provisions:
(a) Additional insureds: "The City of Placentia and its elected and appointed boards, officers, officials, agents, employees, and volunteers are additional insureds with respect to: liability arising out of activities performed by or on behalf of the Contractor pursuant to its contract with the City; products and completed operations of the Contractor; premises owned, occupied or used by the Contractor; automobiles owned, leased, hired, or borrowed by the Contractor."
(b) Notice: "Contractor shall provide immediate written notice if (1) any of the required insurance policies is terminated; (2) the limits of any of the required policies are reduced; (3) or the deductible or self -insured retention is increased. In the event of any cancellation or reduction in coverage or limits of any insurance, Contractor shall forthwith obtain and submit proof 771
of substitute insurance. Should Contractor fail to immediately procure other insurance, as specified, to substitute for any canceled policy, the City may procure such insurance at Contractor's sole cost and expense." (c) Other insurance: "The Contractor's insurance coverage shall be primary insurance as respects the City of Placentia, its officers, officials, agents, employees, and volunteers. Any other insurance maintained by the City of Placentia shall be excess and not contributing with the insurance provided by this policy."
(d) Any failure to comply with the reporting provisions of the policies shall not affect coverage provided to the City of Placentia, its officers, officials, agents, employees, and volunteers.
(e) The Contractor's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability.
5.3. Deductible or Self Insured Retention. If any of such policies provide for a deductible or self -insured retention to provide such coverage, the amount of such deductible or self -insured retention shall be approved in advance by City. No policy of insurance issued as to which the City is an additional insured shall contain a provision which requires that no insured except the named insured can satisfy any such deductible or self -insured retention.
5.4. Certificates of Insurance. Contractor shall provide to City certificates of insurance showing the insurance coverages and required endorsements described above, in a form and content approved by City, prior to performing any services under this Agreement. The certificates of insurance and endorsements shall be attached hereto as Exhibit "B" and incorporated herein by this reference.
5.5. Non -limiting. Nothing in this Section shall be construed as limiting in any way the indemnification provision contained in this Agreement, or the extent to which Contractor 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.
Contractor shall designate a representative for purposes of this Agreement who shall be authorized to issue all consents, approvals, directives and agreements on behalf of Contractor called for by this Agreement, except as otherwise expressly provided in this 772
Agreement.
6.3. Project Managers. City shall designate a Project Manager to work directly with Contractor in the performance of this Agreement. It shall be the Contractor's responsibility to ensure that the Project Manager is kept informed of the progress of the services and the Contractor shall refer any decision that must be made by the City to the Project Manager. Unless otherwise specified herein, any approval of City required hereunder shall mean the approval of the Project Manager.
Contractor 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 Contractor without the express written approval of the City. The Contractor or its Project Manager shall attend and assist in all coordination meetings called by the 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.
Contractor
City
California Waters Development, Inc.
City of Placentia
23311 E. La Palma Ave.
401 E Chapman
Yorba Linda, California 92887
Placentia, CA 92870
Tel: 949 468-8755
Te1 (714) 993-8111
Attn: Rheanna Connor
Attn: Ontoine Lewis, Public Works Manager
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. Contractor agrees to submit to the personal jurisdiction of such court in the event of such action.
6.7. Assignment. Contractor shall not voluntarily or by operation of law assign, transfer, sublet or encumber all or any part of Contractor'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 Contractor of Contractor's 773
obligation to perform all other obligations to be performed by Contractor hereunder for the term of this Agreement.
6.8. Indemnification and Hold Harmless. Contractor agrees to defend, indemnify, hold free and harmless the City, its elected and appointed officials, officers, agents and employees, at Contractor's sole expense, from and against any and all claims, demands, actions, suits or other legal proceedings brought against the City, its elected and appointed officials, officers, agents and employees arising out of the performance of the Contractor, its employees, and/or authorized subcontractors, of the work undertaken pursuant to this Agreement. The defense obligation provided for hereunder shall apply whenever any claim, action, complaint or suit asserts liability against the City, its elected and appointed officials, officers, agents and employees based upon the work performed by the Contractor, its employees, and/or authorized subcontractors under this Agreement, whether or not the Contractor, its employees, and/or authorized subcontractors are specifically named or otherwise asserted to be liable.
Notwithstanding the foregoing, the Contractor 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 Contractor's Proposal, which shall be of no force and effect.
6.9. Independent Contractor. Contractor is and shall be acting at all times as an independent contractor and not as an employee of City. Contractor 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 Contractor or any of Contractor's employees, except as set forth in this Agreement. Contractor 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. Contractor shall secure, at its sole expense, and be responsible for any and all payments of Income Tax, Social Security, State Disability Insurance Compensation, Unemployment Compensation, and other payroll deductions for Contractor and its officers, agents, and employees, and all business licenses, if any are required, in connection with the services to be performed hereunder. Contractor 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. Contractor further agrees to indemnify and hold City harmless from any failure of Contractor to comply with the applicable workers' compensation laws. City shall have the right to offset against the amount of any fees due to Contractor under this Agreement any amount due to City from Contractor as a result of Contractor's failure to promptly pay to City any reimbursement or indemnification arising under this paragraph.
6.10. PERS Eligibility Indemnification. In the event that Contractor or any employee, agent, or subcontractor of Contractor 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, Contractor shall indemnify, defend, and hold harmless City for the payment of any employee and/or employer contributions for PERS benefits on behalf of Contractor 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, Contractor and any of its employees, agents, and subcontractors providing service under this Agreement shall not qualify for or become entitled to, and hereby 774
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 Contractor's performance or services rendered under this Agreement, Contractor 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 Contractor or any of its subcontractors in the course of performance of this Agreement, shall be and remain the sole property of City. Contractor 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 Contractor. City shall indemnify and hold harmless Contractor 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 Contractor.
Contractor shall deliver to City any findings, reports, documents, information, data, preliminary notes and working documents, in any form, including but not limited to, computer tapes, discs, files, audio tapes or any other Project -related items as requested by City or its authorized representative, at no additional cost to the City. Contractor or Contractor'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. Contractor 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 Contractor, or any of its subcontractors, pursuant to this Agreement and provided to City may be subject to public disclosure as required by the California Public Records Act (California Government Code Section 6250 et seq.).
Exceptions to public disclosure may be those documents or information that qualify as trade secrets, as that term is defined in the California Government Code Section 6254.7, and of which Contractor informs City of such trade secret. The City will endeavor to maintain the confidentiality of 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. Contractor and its officers, employees, associates and subcontractors, if any, will comply with all conflict of interest statutes of the State of California applicable to Contractor'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, Contractor and its officers, employees, associates and subcontractors shall not, without the prior written approval of the City Representative, perform work for another person or entity for whom Contractor is not currently performing work that would require Contractor or one of its officers, employees, associates or subcontractors to abstain from a decision under this Agreement pursuant to a conflict of interest statute.
6.15. Responsibility for Errors. Contractor shall be responsible for its work and results 775
under this Agreement. Contractor, 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 Contractor occurs, then Contractor shall, at no cost to City, provide all necessary design drawings, estimates and other Contractor 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. Contractor will not employ any regular employee of City while this Agreement is in effect.
6.17. Order of Precedence. In the event of an inconsistency in this Agreement and any of the attached Exhibits, the terms set forth in this Agreement shall prevail. If, and to the extent this Agreement incorporates by reference any provision of any document, such provision shall be deemed a part of this Agreement. Nevertheless, if there is any conflict among the terms and conditions of this Agreement and those of any such provision or provisions so incorporated by reference, the conflict shall be resolved by giving precedence in the following order, if applicable:
This Agreement, the City's Request for Proposals, the Contractor'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 Contractor, 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 776
competent jurisdiction to be unenforceable in any circumstance, such determination shall not affect the validity or enforceability of the remaining terms and provisions hereof or of the offending provision in any other circumstance. Notwithstanding the foregoing, if the value of this Agreement, based upon the substantial benefit of the bargain for any party, is materially impaired, which determination made by the presiding court or arbitrator of competent jurisdiction shall be binding, then both parties agree to substitute such provision(s) through good faith negotiations.
6.25. Counterparts. This Agreement may be executed in one or more counterparts, each of which shall be deemed an original. All counterparts shall be construed together and shall constitute one agreement.
6.26. Corporate Authority. The persons executing this Agreement on behalf of the parties hereto warrant that they are duly authorized to execute this Agreement on behalf of said parties and that by doing so the parties hereto are formally bound to the provisions of this Agreement.
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed by and through their respective authorized officers, as of the date first above written.
CITY OF PLACENTIA,
A municipal corporation
Date:
Jennifer Lampman, City Administrator
ATTEST:
City Clerk and ex officio Clerk
of the City of Placentia
CONTRACTOR
/-� L -------- Date: 6/11/2026
Signature
Mark Pitman, President
Name and Title
27-4963481
Social Security or Taxpayer ID Number
777
APPROVED AS TO FORM:
Date:
City Attorney
APPROVED AS TO INSURANCE:
Date:
Cyndi Alvarenga, Risk Management Analyst
APPROVED AS TO CONTENT:
Date:
Ontoine Lewis, Public Works Manager
DEPARTMENTAL APPROVAL:
Date:
Chris Tanio, Director of Public Works/City
Engineer
778
EXHIBIT A
CONTRACTOR'S PROPOSAL AND SCOPE OF WORK
12 [Name of Contractor]
Rev. 01/2024 779
SECTION C
PROPOSAL
for the
PUBLIC SWIMMING POOL MAINTENANCE SERVICES
in the
CITY OF PLACENTIA
TO THE HONORABLE MAYOR AND MEMBERS OF THE COUNCIL OF
PLACENTIA:
In compliance with this Request for Proposal, the undersigned hereby proposes and agrees to perform all the work therein described and to furnish all labor, material, equipment, and incident insurance necessary therefor in accordance with the Scope of Work as described in the bid documents. The undersigned agrees to perform the work therein to the satisfaction of and under the supervision of the City Engineer of the City of Placentia, and to enter into a contract at the following prices. Contractor shall perform all work under this contract for a period of 60 months starting from the day indicated in the Notice to Proceed.
BIDDER declares that this proposal is based upon careful examination of the work site, plans, specifications, Instructions to Bidders, and all other contract documents.
If this proposal is accepted for award, BIDDER agrees to enter into a contract with the City at the prices set forth in the Bid Schedule. BIDDER understands that failure to enter into a contract in the manner and time prescribed will result in forfeiture to City of the guaranty accompanying this proposal.
BIDDER understands that a bid is required for the entire work, that the estimated quantities set forth in the Bid Schedule are solely for the purpose of comparing bids, and that final compensation under the contract will be based upon the actual quantities of work satisfactorily completed. THE CITY RESERVES THE RIGHT TO DELETE ANY ITEM FROM THE CONTRACT. It is agreed that the unit and/or lump sum prices bid include all appurtenant expenses, taxes, royalties, fees, etc., and will be guaranteed for a period of 90 days from the bid opening date. If, at that time, the contract is not awarded, the City will reject all bids and re -advertise the project. In the case of discrepancies in the amounts bid, unit prices shall govern over extended amounts, and words shall govern over figures.
If awarded the contract, the undersigned agrees that in the event of the BIDDER'S default in executing the required contract and filing the necessary bonds and insurance certificates within 10 working days after the date of the City's Notice of Award of Contract to the BIDDER, the proceeds of the security accompanying this bid shall become the property of the City and this bid and the acceptance hereof may, at the City's option, be considered null and void.
Page - 10
780
A. General Description
PUBLIC SWIMMING POOL MAINTENANCE SERVICES
The minimum qualifications:
• All Pool Technicians must be certified as AFO (Aquatics Facility Operator) or CPO (Certified Pool Operator).
• Extensive experience maintaining municipal aquatic facilities. • Experience working with Automated Chemical Monitoring Systems, specifically the Chemtrol 2000 series.
• Experience working with multiple high -rate sand filters. • Must have experience working with municipal pools. Three references from municipal facilities must accompany your bid.
Scope of Work (September 1ST — May 31sT)
• One site visit per WEEK to the facility to remove tarp and perform pool cleaning and pump room services.
• Monitor pool chemicals and maintain them at the correct levels. • Perform detailed chemical tests (chlorine, acid, TDS, total alkalinity, etc.) during each visit.
• Maintain pool chemical logs in compliance with OC Health Department Standards.
• Vacuum pool twice per month.
• Treat for algae as needed.
• Backwash as needed.
• Inspect and monitor all pump room equipment during each visit. • Clean probes as needed
• Calibrate Chemtrol 2000 system as needed
• Inform the aquatics supervisor of any problems or areas of concern related to the pump room.
• Monitor levels of chemicals and inform Public Works Supervisor when ordered supplies are needed.
Scope of Work (June 1St — August 31st)
• Two site visits per WEEK to the facility to perform pool cleaning and pump room services.
• Monitor pool chemicals and maintain them at the correct levels. • Perform detailed chemical tests (chlorine, acid, TDS, total alkalinity, etc.) during each visit.
• Maintain pool chemical logs in compliance with OC Health Department Standards.
• Vacuum pool twice per week.
• Treat for algae as needed.
Page - 11
781
• Inspect and monitor all pump room equipment for each visit. • Clean probes as needed.
• Calibrate Chemtrol 2000 system as needed.
• Inform aquatics supervisor of any problems or areas of concern related to the pump room.
• Monitor levels of chemicals and inform Public Works Supervisor when more chemicals need to be ordered
Add to both
• Maintain chlorine at 2ppm
• Maintain ph. at 7.2 — 7.8
• cyanuric acid must never exceed 3ppm
• Keep pool water level at correct height
• Except for a small amount of granular chlorine, (COMPANY) must not store any chemicals in the pump room
Routine Maintenance Payment for Services
• Cost for extra maintenance & repairs shall be controlled by the priced hourly rates provided in the bid schedule.
• Cost for all chemicals & supplies needed for routine maintenance shall be included in the bid pricing provided.
• No additional compensation shall be allowed.
• Cost for material & supplies used for extraordinary maintenance & repairs shall be billed along with the hourly rates on a time & materials basis, with a 15% material markup allowed. Evidence of material purchased must be provided with all invoices.
• The time computed to determine the total hours spent on extraordinary repairs shall begin upon arrival to the job site & will not include drive time nor truck charges.
Page - 12
782
Scope of Work:
City Hall Fountain Maintenance Services
The minimum qualifications:
• All Pool Technicians must be certified as AFO (Aquatics Facility Operator) or CPO (Certified Pool Operator).
• Extensive experience maintaining municipal aquatic facilities. • Experience working with Automated Chemical Monitoring Systems, specifically the Chemtrol 2000 series.
• Experience working with multiple high -rate sand filters. • Must have experience working with municipal pools. Three references from municipal facilities must accompany your bid.
Scope of Work weekly
• Perform water fountain cleaning and pump room service weekly. • Monitor water fountain chemicals and maintain at the correct levels. • Perform detailed chemical tests (chlorine, acid, TDS, total alkalinity, etc.) during each visit.
• Maintain water fountain chemical logs in compliance with OC Health Department Standards.
• Vacuum water fountain weekly or as needed.
• Treat for algae as needed.
• Backwash as needed.
• Inspect and monitor all pump room equipment during each visit. • Clean probes as needed
• Inform the aquatics supervisor of any problems or areas of concern related to the pump room.
• Monitor levels of chemicals and inform Public Works Supervisor when ordered supplies are needed.
• Keep the water fountain water level at the correct height Routine Maintenance Payment for Services
• Cost of extra maintenance & repairs shall be controlled by the prices hourly rates provided in the bid schedule.
• Cost for all chemicals & supplies needed for routine maintenance shall be included in the bid pricing provided.
• No additional compensation shall be allowed.
• Cost for material & supplies used for extraordinary maintenance & repairs shall be billed along with the hourly rates on a time & materials basis, with a 15 % material markup allowed.
• The time computed to determine the total hours spent on extraordinary repairs shall begin upon arrival at the job site & shall not include drive time.
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783
B. Specifications
BIDDER'S PROPOSAL FORM
POOL AND FOUNTAIN MAINTENANCE SERVICES
PROJECT BID SCHEDULE
The undersigned declares that they have carefully examined the specifications, have read the accompanying instructions to bidders, and hereby propose to provide the gloves, in accordance with City needs and/or fund availability and the specifications provided herein.
Indicate unit price for each line item. Total quotation is to be firm offer for no less than ninety (90) days and will be regarded by the City as bidder's best and final offer.
City of Placentia
giiiten Center Community Pool
1 /100 S. Melrose St.
ANNUAL PREVENTATI
TENANCE AND MONTHLY SERVICE
1. ANNUAL PREVENTATIVE MAINT4
TOTAL COST FOR ANNUAL PEVENT TIV O U R A E
• Filter Service
• Chemical Control Service
MAINTENANCE _n/a
2. SEASONAL COSTS FOR MONTHLY POOL MAINTENANCE
MONTHLY SERVICE:
$ n/a
$ n/a
• June 1St - August 31st (2 visits per week) per month
$ n/a
• September 1st — May 31st (1 visit per week) per
month$ n/a
TOTAL ANNUAL COST FOR MONTHLY POOL
MAINTENANCE $ n/a
GRAND TOTAL ANNUAL COST FOR MONTHLY POOL
MAINTENANCE $ n/a
Page - 14
784
City of Placentia
Gomez Center
Community Pool
1701 Atwood Ave
ANNUAL PREVENTATIVE MAINTENANCE AND MONTHLY SERVICE
1. ANNUAL PREVENTATIVE MAINTENANCE
• Filter Service
• Chemical controller service
TOTAL COST FOR ANNUAL PREVENTATIVE
MAINTENANCE $300.00
2. SEASONAL COSTS FOR MONTHLY POOL MAINTENANCE
MONTHLY SERVICE:
• June 1St - August 31st (2 visits per week) per month
$ 2,100.00
• September 1St — May 31st (1 visit per week) per
month$ 525.00
TOTAL ANNUAL COST FOR MONTHLY POOL
MAINTENANCE $ 11,025
GRAND TOTAL ANNUAL COST FOR MONTHLY POOL
MAINTENANCE $__11,325
$ 150.00
$ 150.00
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785
City of Placentia
401 E. Chapman Ave
City Hall Water Fountain
ANNUAL PREVENTATIVE MAINTENANCE AND MONTHLY SERVICE
1. ANNUAL PREVENTATIVE MAINTENANCE
• FILTER SERVICE $_150.00
TOTAL COST FOR ANNUAL PREVENTATIVE
MAINTENANCE $_150.00
2. SEASONAL COSTS FOR MONTHLY FOUNTAIN MAINTENANCE
MONTHLY SERVICE:
• (1 visit per week) per month $_350.00
TOTAL ANNUAL COST FOR MONTHLY FOUNTAIN
MAINTENANCE $_4,350
Labor Rates
Normal Business Rate Emergency After -Hours Rate
$ 225/hour + $150 Flat Travel
$ 340/hour (two hour minimum)+ $150 Flat Travel
Through submission on PlanetBids, the bidder certifies that he/she has followed the bidder instructions, acknowledges the requirements set forth in this proposal form for bid submission, and has thoroughly checked the figures set forth in the proposal and inputted into PlanetBids, that they are correct to the best of his/her knowledge and constitute his/her proposal to perform all the work called out and implied throughout these contract documents.
***BID ITEMS TO BE INPUTED ON-LINE IN PLANET BIDS***
Page - 16
786
INFORMATION REQUIRED OF BIDDER
Bidder certifies under penalty of perjury under the laws of the State of California that the following information is true and correct:
Name of individual Contractor, Company or Corporation: California Waters Development, Inc Business Address: 23311 E. La Palma Ave, Yorba Linda, CA 92887 Telephone and Fax Number: 949-528-0900 / 949-528-0910
California State Contractor's License No. and Class: 958960 C53, C61/D35 (REQUIRED AT TIME OF AWARD)
Original Date Issued: Expiration Date: 03/31/2027
List the name and title/position of the person(s) who inspected for your firm the site of the work proposed in these contract documents: n/a
The following are the names, titles, addresses, and phone numbers of all individuals, firm members, partners, joint ventures, and company or corporate officers having a principal interest in this proposal: Name Title Address Telephone
Mark Pitman, President, 23311 E. La Palma Ave, Yorba Linda, CA 92887 949-528-0900x101 Corporation organized under the laws of the State of California The dates of any voluntary or involuntary bankruptcy judgments against any principal having an interest in this proposal are as follows: N/A
Page - 17
787
All current and prior D.B.A.'s, aliases, and fictitious business names for any principal having interest in this proposal are as follows:
California Waters
For all arbitrations, lawsuits, settlements, or the like (in or out of court) you have been involved in with project owners (public agencies, private companies, etc.) in the past five years (Attach additional Sheets if necessary), provide:
Provide the names, addresses, and telephone numbers of the parties.
N/A
Briefly summarize the parties' claims and defenses.
State the tribunal (Le., Superior Court, American Arbitration Association, etc.), the matter number, and the outcome.
Have you ever had a contract terminated by the owner/agency? If so, explain.
No
Page - 18
788
Have you ever failed to complete a project? If so, explain.
No
Have you ever been terminated for cause and then had it converted to a "termination of convenience"? If so, explain.
No
For any projects you have been involved with in the last 5 years, did you have any claims or actions:
Circle One
1. By you against the owner? Yes / Eo
2. By the owner against you? Yes /E)
3. By any outside agency or individual for labor compliance (i.e. failure to pay prevailing wage, falsifying certified payrolls, etc.)
4. Yes/I22)
5. By Subcontractors (Stop Notices, etc.) Yes / ED
6. Are any claims or actions unresolved or outstanding? Yes /® If yes to any of the above, explain. (Attach additional sheets, if necessary)
Failure of the bidder to provide ALL requested information in a complete and accurate manner may be considered non -responsive.
Subscribed and sworn to before me
By This day of _ , 2016. (print name of Owner or
President of Corporation/Company)
(Signature of Notary Public) (Signature)
(Title) /Hawk. ANSA/ At911414
(SEAL)
Dab //
(Signature of Secretary of the Corporation)
/„4c , ,
Page - 19
789
CALIFORNIA JURAT
GOVERNMENT CODE § 8202
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.
State of California
County of tal-aLk‘-Cyr
AMABEL B. AMOJEDO.CONCEPCION
Notary Public - California
Orange County
Commission t 2517116
My Comm. Expires May 10, 2029
Place Notary Seal and/or Stamp Above
Subscribed /edand sworn to (or affirmed) before me on
this /J/ day of ��%'le- , 20"`�� , by
Date Month Year
(1) ./(41-1 7 71i.i7Y J A7__}?
(and (2)
Name(s) of Signer(s)
proved to me on the basis of satisfactory evidence to
be the person(s) who appeared before me.
Signature
OPTIONAL
Signature of Nota "Public
Completing this information can deter alteration of the document or fraudulent reattachment of this form to an uninten. document.
Description of Attached Document
Title or Type of Document:
Document Date: Number of Pages:
Signer(s) Other Than Named Above:
©2019 National Notary Association
790
REFERENCES: Contractor ' must use this form!!! Please print or type.
Bidders Name _Cist/1'.r/6,6t lelhalierf 424"I°
FAILURE OF THE BIDDER TO PROVIDE ALL REQUIRED INFORMATION IN A COMPLETE AND ACCURATE MANNER MAY BE CONSIDERED NON -RESPONSIVE.
For all public agency contracts you have worked on (or are currently working on) in the past 2 years in excess of $15,000, provide the following information:
1 Agency Name City of Calabasas - Tennis and Swim Center Contact Person Telephone 818 -222-2782 William Rose
( Original Contract Amount $60,000 Final Contract Amount $ $100,000 If the final amount is different from the original, please explain (change orders, extra work, etc.) Monthly service with repairs changed to include all equipment PM services and emergency availablity Did you file any claims against the Agency? Did the Agency file any claims against you/Contractor? If yes, briefly explain and indicate outcome of claims. n/a
2 Agency Name County of Riverside
Contact Person Telephone (951 ) 955-3313 David Alvarez
Original Contract Amount $ $15,300
Final Contract Amount $ $19,125
Page - 20
791
If the final amount is different from the original, please explain (change orders, extra work, etc)
Increases and additional work
Did you file any claims against the Agency? Did the
Agency file any claims against you/Contractor? If yes,
briefly explain and indicate the outcome of claims.
n/a
3 Agency Name City of Santa Monica
Contact Person Raul Bravo, 310-458-2201
Original Contract Amount $ 1,285,596 Final Contract Amount $ 1,285,596 If the final amount is different from the original, please explain (change orders, extra work, etc.) Did you file any claims against the Agency? Did the Agency file any claims against you/Contractor? If yes, briefly explain and indicate the outcome of claims. n/a
4 Agency Name City of Oceanside
Contact Person Amanda Roswell
Telephone (760) 760-435-5230
Page - 21
792
Original Contract Amount $7,200 Final Contract Amount $ 7,200 If the final amount is different from the original, please explain (change orders, extra work, etc.) Did you file any claims against the Agency? Did the Agency file any claims against you/Contractor? If yes, briefly explain and indicate the outcome of claims. n/a
5 Agency Name City of Coronado
Contact Person Telephone Eddit Torres (619) 522-7389
Original Contract Amount $19,020 Final Contract Amount S If the final amount is different from the original, please explain (change orders, extra work, etc) Did you file any claims against the Agency? Did the Agency file any claims against you/Contractor? If yes, briefly explain and indicate the outcome of claims. 6 Agency Name City of Huntington Beach
Contact Person Telephone Frabnk Drevdahl (657) 408-9138 Original Contract Amount $49.200 Final Contract Amount $ If the final amount is different from the original, please explain (change orders, extra work, etc.) Page - 22
793
Did you file any claims against the Agency? Did the Agency file any claims against you/Contractor? If yes, briefly explain and indicate the outcome of claims. n/a
Attach additional sheets if necessary.
Attach to this Bid the experience resume of the person who will be designated as Superintendent for the Contractor.
Upon request, the Contractor shall attach a financial statement and other information sufficiently comprehensive to permit an appraisal of the Contractor's current financial conditions.
Page - 23
794
DESIGNATION OF SURETIES
Bidder's name California Waters Development, Inc.
Provide the names, addresses, and phone numbers for all brokers and sureties from whom Bidder intends to procure insurance and bonds (list by insurance/bond type):
Bonds: Julia Bales, Hub International, E-mail: [email protected] Ph: '951) 779-8572
Page - 24
795
ACKNOWLEDGEMENT OF ADDENDA
Bidder's name _California Waters Development, Inc., dba California Waters The bidder shall signify receipt of all Addenda here, if any:
Addendum No.
Date Received
#1
05/21/2026
Signature
Page - 25
796
CONTRACTOR'S INDUSTRIAL SAFETY RECORD TO ACCOMPANY PROPOSAL Bidder's Name _
Record the last five (5) Full Years
Current Year of Record
Current
Year of
Record
2025
2024
2023
2022
2021
Total
Year
No. of contracts
12 20
22 18
14 12
86 Total dollar
Amount
of
Con-rac-s
$8.5M
$17.
6M
20.8 M
$15
M
104M
18.3 $80,600,000.00
No. of fatalities
o
o
o
o
o
o
o
No. of lost
Workday Cases
o
o
o
o
2 o
2 No. of lost
workday cases
involving
permanent
transfer to
another job or
termination of
o
0 0
o
o
0 o
The information required for these items is the same as required for columns 3 to 6, Code 10, Occupational Injuries, Summary --Occupational Injuries and Illnesses, OSHA No. 102.
Legal Business Name of Bidder California Waters Development, Inc., dba California Waters Business Address: Business Tel. No.: 23311 E. La Palma Ave, Yorba Linda, CA 92887 / 949-528-0900 State Contractor's License No. and Classification: 958960 C53, C61/D35 President
Title
The above information was compiled from the records that are available to me at this time and I declare under penalty of perjury that the information is true and accurate within the limitations of those records.
Signature of bidder
06/01/2026
Date Title
Signature of bidder
Date Title
06/01/2026, President
06101 /2026, f esid'Mt 5 c r i
Page - 26
797
Signature of bidder
Date Title
Signature of bidder
Date Title
Page - 27
798
If bidder is an individual, name and signature of individual must be provided, and, if he is doing business under a fictitious name, the fictitious name must be set forth. If bidder is a partnership or joint venture, legal name of partnership/joint venture must be provided, followed by signatures of all of the partners/joint ventures or of fewer than all of the partners/joint ventures if submitted with evidence of authority to act on behalf of the partnership/joint venture. If bidder is a corporation, legal name of corporation must be provided, followed by notarized signatures of the corporation President or Vice President or President and Secretary or Assistant Secretary, and the corporate seal.
Signatures of partners join venturers, or corporation officers must be acknowledged before a Notary Public, who must certify that such partners/joint venturers, or officers are known to him or her to be such, and, in the case of a corporation, that such corporation executed the instrument pursuant to its bylaws or a resolution of its Board of Directors.
Page - 28
799
Title
NON -COLLUSION AFFIDAVIT TO BE EXECUTED BY BIDDER AND SUBMITTED WITH BID State of California ) SS.
County of
being first duly sworn, deposes and says that he or she is of , the party making the foregoing bid, in accordance with Public Contracts Code Section 7106, declares that the bid is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the bid is genuine and not collusive or sham; that the bidder has not directly or indirectly induced or solicited any other bidder to put in a false or sham bid, and has not directly or indirectly colluded, conspired, connived, or agreed with any bidder or anyone else to put in a sham bid, or that anyone shall refrain from bidding; that the bidder has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the bid price of the bidder or any other bidder, or to fix any overhead, profit, or cost element of the bid price, or of that of any other bidder, or to secure any advantage against the public body awarding the contract of anyone interested in the proposed contract; that all statements contained in the bid are true; and, further, that the bidder has not, directly or indirectly, submitted his or her bid price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, or paid, and will not pay, any fee to any corporation, partnership, company, association, organization, bid depository, or to any member or agent thereof to effectuate a collusive or sham bid.
Project Name:
California Waters Development, Inc., dba California Waters Legal Business Name of Bidder
23311 E. La Palma Ave, Yorba Linda, CA 92887
Business Address
949-528-0900
Busine s Tel. No.
ignature of bidder
President
Title
06/01/2026
Date.
ignatu a of bidder
er.e.siciort.5.e...rcArn
06/01/2026
Date:
Subscribed and Sworn to before me on
Page - 29
800
CALIFORNIA JURAT
GOVERNMENT CODE § 8202
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.
State of California
County of
AMABEL B. AMOJEDO-CONCEPCION
Notary Public - California
Orange County
Commission it 2517116
My Comm. Expires May 10, 2029
Subscribed and sworn to (or affirmed) before me on
this Aft— day of , 20 by
Date Month Year
co lAet- // /7‘.-‘) t"/'74 -nay,
(and (2)
Name(s) of Signer(s)
proved to me on the basis of satisfactory evidence to
be the person(s) who appeared before me.
Signature
Place Notary Seal and/or Stamp Above Sig .tune of No cry Public
OPTIONAL
),
Completing this information can deter alteration of the document or fraudulent reattachment of this form to an unintended document.
Description of Attached Document
Title or Type of Document:
Document Date:
Signer(s) Other T Named Above:
Number of Pages:
©2019 National Notary Association
a -o• 'xis �a=:xo�-.aics`:.ci:o.�
801
(Notary Seal) Signature Notary Public
Page - 30
802
LIST OF SUBCONTRACTORS TO ACCOMPANY PROPOSAL
In compliance with the provisions of Public Contract Code Section -4104, the undersigned bidder submitting this bid proposal sets forth the name, place of business and the portion of the work to be performed by: (1) -each subcontractor who will perform work or labor or render service to the bidder (as general Contractor) in or about the construction of the work or improvement; and (2) -each subcontractor licensed by the State of California who, under subcontract to the bidder, specially fabricates and installs a portion of the work or improvement according to detailed drawings contained in the plans and specifications, in an amount in excess of one-half of one percent of the bidder's total bid or, in the case of bids or offers for the construction of streets, highways or bridges, in excess of one-half of one percent of the bidder's total bid or ten thousand dollars ($10,000), whichever is greater.
Subcontractor's Name, Address,
Telephone #
Bid Item
Number
Percent of
Total Bid
Description of Work
Percent of
Total Bid
N/A
Page -31
803
EXHIBIT B
INSURANCE REQUIREMENTS
13 [Name of Contractor
Rev. 01/2024 804
EXHIBIT B
INSURANCE REQUIREMENTS
A. Minimum Scope and Limits of Insurance
City reserves the right to review any and all of the required insurance policies and/or endorsements, but has no obligation to do so. Failure to demand evidence of full compliance with the insurance requirements set forth in this Agreement or failure to identify any insurance deficiency shall not relieve Consultant from, nor be construed or deemed a waiver of, its obligation to maintain the required insurance at all times during the performance, including any extension thereof, of this Agreement.
Consultant shall obtain, maintain, and keep in full force and effect during the life of this Agreement, including any extension thereof, all of the following minimum scope of insurance coverages:
1. Commercial General Liability Insurance
Broad -form commercial general liability, with coverage at least as broad as the most current version of ISO Commercial General Liability coverage form CG 00 01, in a form at least as broad as ISO form CG 00 01 04 13, and shall include insurance for premises and operations, products/completed operations, broad form property damage, blanket contractual liability, independent contractors, personal injury or bodily injury, and personal and advertising injury with a policy limit of not less than Two Million Dollars ($2,000,000.00) per occurrence and Four Million Dollars ($4,000,000.00) general aggregate. The aggregate limit, encompassing the above coverage, shall apply separately to this project/location. If Consultant maintains higher limits than the specified minimum limits, City requires and shall be entitled to coverage for the higher limits maintained by the Consultant.
2. Business Automobile Liability Insurance
Business automobile liability for all owned, hired, leased, and non -owned vehicles at least as broad as the most current version of ISO Business Auto Coverage form CA 00 01, with a policy limit of not less than Two Million Dollars ($2,000,000.00) combined single limit per accident. If Consultant maintains higher limits than the specified minimum limits, City requires and shall be entitled to coverage for the higher limits maintained by the Consultant.
3. Workers' Compensation and Employer's Liability Insurance Workers' compensation insurance as required by the State of California and Employer's Liability Insurance with a minimum limit of One Million Dollars ($1,000,000.00) per accident for any employee or employees of Consultant. Consultant agrees to waive and to obtain endorsements from its workers' compensation insurer waiving subrogation rights under its workers' compensation insurance policy against the City, its officers, officials, agents, employees, and volunteers for losses arising from work performed by Consultant for the City and to require each of its subcontractors, if any, to do likewise under their workers' compensation insurance policies.
By signing this Agreement, the Consultant acknowledges and agrees to the following:
805
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. Standards for Insurance Companies
All insurance policies shall be issued by an insurance company currently authorized by the Insurance Commission to transact business of insurance or is on the List of Approved Surplus Line Insurers in the State of California, with an assigned policyholders' rating of A- (or higher) and Financial Size Category Class VII (or larger) in accordance with the latest edition of Best's Key Rating Guide.
B. Documentation and Other Provisions
1. The commercial general liability insurance policy and business automobile liability policy shall be endorsed to contain the following: The City of Placentia, its officers, officials, agents, employees, and volunteers are additional insureds with respect to: liability arising out of activities performed by or on behalf of the Consultant pursuant to its contract with the City; products and completed operations of the Consultant; premises owned, occupied, or used by the Consultant; and automobiles owned, leased, hired, or borrowed by the Consultant. General liability coverage can be provided in the form of an endorsement to the Contractor's insurance at least as broad as one of the following ISO ongoing operations forms: CG 20 10 or CG 20 26 or CG 20 33 (not allowed from subcontractors), or CG 20 38; and one of the following ISO completed operations forms:
CG 20 37, 2039 (not allowed from subcontractors), or CG 20 40.
2. Said policies shall not terminate, nor shall they be cancelled or coverage reduced, without at least thirty (30) days' written notice to the City. In the event of any cancellation or reduction in coverage or limits of any insurance, Consultant shall forthwith obtain and submit proof of substitute insurance. Should Consultant fail to immediately procure other insurance, as specified, to substitute for any cancelled policy or reduction in the required coverage limits, the City may procure such insurance at Consultant's sole cost and expense.
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. 806
5. Defense fees and costs shall not deplete the limits of any insurance provided under this Agreement.
6. The Consultant's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability.
7. Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Consultant shall ensure the City is an additional insured on insurance required from subcontractors.
8. Consultant agrees to waive, and to obtain endorsements from insurers waiving, subrogation rights against the City, its officers, officials, agents, employees, and volunteers for losses arising from work performed by Consultant for the City and to require each of its subcontractors, if any, to do likewise under their insurance policies.
9. Coverage shall be on a standard occurrence form. Claims -made forms are not acceptable, except under the Professional Errors & Omissions ("E&O") Liability policy.
Modified, limited, or restricted occurrence forms are not acceptable. 807
EXHIBIT C
CERTIFICATES OF INSURANCE AND ENDORSEMENTS
14 [Name of Contractor
Rev. 01/2024 808
/
AC �® CERTIFICATE OF LIABILITY INSURANCE
DATE (MM/DDIYYYY)6/4/2026
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 lieu of such endorsement(s).
PRODUCER
Acrisure Southwest Partners Insurance Services, LLC
611 Anton Blvd., Suite #1400
Costa Mesa, CA 92626
www.patrisk.com 0K07568
CONTACT
NAME: Annette Romero
PHONE FAX
(A/C, No, Ext):E-M 949-486-7904 (A/C, No):
ADDRESS: A [email protected]
INSURER(S) AFFORDING COVERAGE
NAIC #
INSURER A: Accelerant Specialty Insurance Company
16890
INSURED
California Waters LLC
California Waters Development, Inc.
23311 E. La Palma Avenue
Yorba Linda CA 92887
INSURERB: BITCO General Insurance Corporation
20095
INSURER C : Lloyd's Insurance Company of S.A.
INSURERD: State National Insurance Company, Inc.
12831
INSURER E : Underwriters at Lloyd's London
15792
INSURER F :
COVERAGES
CERTIFICATE NUMBER: 90918346
REVISION NUMBER:
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
INSR
TYPE OF INSURANCE
INSD DDL
NSD
SWUBR
VD
POLICY NUMBER
POLICY EFF
(MM/DDIYYYY)
POLICY EXP
(MM/DD/YYYY)
LIMITS
A
A
✓
COMMERCIAL GENERAL LIABILITY
✓
j
DACP000043901
DACP000043901
7/31/2025
7/31/2025
7/31/2026
7/31/2026
EACH OCCURRENCE
$ 1,000,000
CLAIMS -MADE
✓
OCCUR
DAMAGE TO RENTED
PREMISES (Ea occurrence)
$ 100,000
,/
Ded $10,000 BI & PD Combined
MED EXP (Any one person)
$ 5,000
PERSONAL & ADV INJURY
$ 1,000,000
GEN'L
,/
AGGREGATE
POLICY
OTHER:
✓
POLLUTION
LIMIT APPLIES
z
LIABILITY
PER:
LOC
GENERAL AGGREGATE
$ 2,000,000
PRODUCTS - COMP/OPAGG
$2,000,000
Limit: $1,000,000
$2,000,000 AGG
B
AUTOMOBILE
✓
✓
LIABILITY
ANY AUTO
OWNED
✓
SCHEDULED
AUTOS
AUTOS ONLY
✓
✓
CAP3761151
7/31/2025
7/31/2026
C 0 aBINEDt, SINGLE LIMIT
$ 1,000,000
BODILY INJURY (Per person)
$
BODILY INJURY (Per accident)
$
PROPERTY r DAMAGE
$
$
A
✓
UMBRELLA LIAB
EXCESS LIAB
/
OCCUR
CLAIMS -MADE
,/
DACPX0000058-01
7/31/2025
7/31/2026
EACH OCCURRENCE
$ 5,000,000
AGGREGATE
$ 5,000,000
✓
DED
RETENTION SO
$
B
WORKERS COMPENSATION
AND EMPLOYERS' LIABILITY
ANYPROPRIETOR/PARTNER/EXECUTIVE
OFFICER/MEMBEREXCLUDED?
(Mandatory in NH)
If yes, describe under
DESCRIPTION OF OPERATIONS below
Y / N
N
N / A
j
WC3761152
7/31/2025
7/31/2026
,/
STATUTE
OOTH
E.L. EACH ACCIDENT
$ 1,000,000
E.L. DISEASE - EA EMPLOYEE
$ 1 ,000,000
E.L. DISEASE - POLICY LIMIT
$ 1 ,000,000
C
D
E
Professional Liability RAD - 07/31/22
Cyber Liability
Sexual Abuse & Molestation Liability
SEE ADDENUM FOR LSD-EQPT COV
ANE520808125
EHJADO01449363
B0621PCAL1012425
7/31/2025
7/31/2025
3/26/2025
7/31/2026
7/31/2026
7/31/2026
Ea Occ: $2,000,000/Ded $10,000 Ea Claim
Aggregate Limit: $1,000,000 / Ret. $5,000
Per Claim $1,000,000 / Agg $2,000,000
DESCRIPTION OF OPERATIONS I LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Re: MAINTENANCE SERVICES FOR PUBLIC SWIMMING POOL AND FOUNTAIN RFP No. PW-26-04 / Multiple Locations:
Whitten Center Community Pool, 900 S. Melrose St.; Gomez Center Community Pool, 1701 Atwood Ave. and City Hall Water Fountain, 401 E. Chapman Ave.
The City of Placentia and its elected and appointed boards, officers, officials, agents, employees, and volunteers are named as Additional Insureds, Coverage includes Primary and Non-contributory and Waiver of subrogation applies and in favor of the additional insureds per endorsements attached as required by written contract. *30 -Day notice of cancellation / 10 -days for non-payment of premium.
CERTIFICATE HOLDER
CANCELLATION
City of Placentia
401 E. Chapman
Placentia CA 92870
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.
AUTHORIZED REPRESENTATIVE
Dave Jacobson
�c---.e 21? -6-
© 1988-2015 ACORD CORPORATION. All rights reserved.
ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD 90918346 1 25/26 GL/AU/UMB/WC/PROF/POLL/LSD/SXL MOL I Annette Romero 1 6/4/2026 10:44:29 AM (PDT) I Pagc 1 of 16 This certificate cancels and supersedes ALL previously issued certificates. 809
AGENCY CUSTOMER ID:
LOC #:
ACORO®
ADDITIONAL REMARKS SCHEDULE
Page of
AGENCY
Acrisure Southwest Partners Insurance Services, LLC
POLICY NUMBER
CARRIER
NAIC CODE
NAMED INSURED
California Waters LLC
California Waters Development, Inc.
23311 E. La Palma Avenue
Yorba Linda CA 92887
EFFECTIVE DATE:
ADDITIONAL REMARKS
THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER: 25 FORM TITLE: Certificate of Liability Insurance (03/16) HOLDER: City of Placentia
ADDRESS: 401 E. Chapman Placentia CA 92870
LEASED/RENTED EQUIPMENT
CARRIER: OHIO SECURITY INSURANCE COMPANY
POLICY TERM: 07/31/2025 - 07/31/2026
POLICY NUMBER: BKS66176623
LIMIT: $250,000 / DEDUCTIBLE $500
ACORD 101 (2008/01)
The ACORD name and logo are registered marks of ACORD
90918346 1 25/26 GL/AU/UMB/WC/PROF/POLL/LSD/SXL MOL I Annette Romero 1 6/4/2026 10:44:29 AM (PDT) I Page 2 of 16 This certificate cancels and supersedes ALL previously issued certificates. © 2008 ACORD CORPORATION. All rights reserved.
ATTACHM 810
POLICY NUMBER: DACP0000439-01 COMMERCIAL GENERAL LIABILITY CG 20 10 04 13
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
ADDITIONAL INSURED - OWNERS, LESSEES OR
CONTRACTORS - SCHEDULED PERSON OR
ORGANIZATION
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
SCHEDULE
Name Of Additional Insured Person(s)
Or Organization(s)
Location(s) Of Covered Operations
Any person or organization where required by written contract.
In respect to any location where the named insured is
performing "your work".
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 04 13
© Insurance Services Office, Inc., 2012
90918346 1 25/26 GL/AU/UMB/WC/PROF/POLL/LSD/SXL MOL I Annette Romero 1 6/4/2026 10:44:29 AM (PDT) I Page 3 of 16 This certificate cancels and supersedes ALL previously issued certificates.