Placentia City Council
July 21, 2026

(c) Any of the other insurance, whether primary, excess, contingent or on any other basis, available to an additional insured, in which the additional insured on our policy is also covered as an additional insured on another policy providing coverage for the same "occurrence", claim or "suit". This provision does not apply to any policy in which the additional insured is a Named Insured on such other policy and where our policy is required by written contract or written agreement to provide coverage to the additional insured on a primary and non-contributory basis.

W. Unintentional Failure to Disclose All Hazards
Paragraph 6. Representations of Section IV — Commercial General Liability Conditions is replaced by the following:

6. Representations
By accepting this policy, you agree:
a. The statements in the Declarations are accurate and complete; b. Those statements are based upon representations you made to us; and c. We have issued this policy in reliance upon your representations.

Coverage will continue to apply if you unintentionally:
a. Fail to disclose all hazards existing at the inception of this policy; or b. Make an error, omission or improper description of premises or other statement of information stated in this policy.

You must notify us as soon as possible after the discovery of any hazards or any other information that was not provided to us prior to inception of this Coverage Part.

X. Waiver of Right of Subrogation
Paragraph 8. Transfer Of Rights Of Recovery Against Others To Us of Section IV — Commercial General Liability Conditions is replaced by the following:

8. Transfer Of Rights Of Recovery Against Others To Us
a. If the insured has rights to recover all or part of any payment we have made under this Coverage Part, those rights are transferred to us. The insured must do nothing after loss to impair them. At our request, the insured will bring "suit" or transfer those rights to us and help us enforce them.

Our right to recover is subordinate to the insured's right to be fully compensated. b. If the insured waives its right to recover payments for injury or damage from another person or organization in a written contract executed prior to a loss, we waive any right of recovery we may have against such person or organization because of any payment we have made under this Coverage Part. The written contract will be considered executed when the insured's performance begins, or when it is signed, whichever happens first. This waiver of rights shall not be construed to be a waiver with respect to any other operations in which the insured has no contractual interest.

Y. In Rem
Section IV — Commercial General Liability Conditions is amended to add the following:

In Rem
Any "suit" brought as an action in rem against any watercraft owned or operated by or for the insured shall in all respects be treated in the same manner as though such "suit" were brought against the insured.

Z. Liberalization Condition
The following condition is added to Section IV — Commercial General Liability Conditions:

Liberalization Clause
If we revise this Coverage Part to broaden coverage without an additional premium charge, your policy will automatically provide the additional coverage as of the day the revision is effective in the state shown in the mailing address of your policy.

All other terms, conditions, provisions and exclusions of this policy remain the same.

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

U -GL -2220-A UT (08/21)

Blanket
Notification to Others of Cancellation
or Non -Renewal
ZURICH
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

Policy No. CPO 5721462 - 00
Effective Date: 09/27/2023
This endorsement applies to insurance provided under the:

Commercial General Liability Coverage Part
A. If we cancel or non -renew this Coverage Part by written notice to the first Named Insured, we will mail or deliver notification that such Coverage Part has been cancelled or non -renewed to each person or organization shown in a list provided to us by the first Named Insured if you are required by written contact or written agreement to provide such notification. Such list:

1. Must be provided to us prior to cancellation or non -renewal;

2. Must contain the names and addresses of only the persons or organizations requiring notification that such Coverage Part has been cancelled or non -renewed; and

3. Must be in an electronic format that is acceptable to us.

B. Our notification as described in Paragraph A. of this endorsement will be based on the most recent list in our records as of the date the notice of cancellation or non -renewal is mailed or delivered to the first Named Insured. We will mail or deliver such notification to each person or organization shown in the list:

1. Within 10 days of the effective date of the notice of cancellation, if we cancel for non-payment of premium; or

2. At least 30 days prior to the effective date of:
a. Cancellation, if cancelled for any reason other than nonpayment of premium; or b. Non -renewal, but not including conditional notice of renewal, unless a greater number of days is shown in the Schedule of this endorsement for the mailing or delivering of such notification with respect to Paragraph B.1. or Paragraph B.2. above.

C. Our mailing or delivery of notification described in Paragraphs A. and B. of this endorsement is intended as a courtesy only. Our failure to provide such mailing or delivery will not:

1. Extend the Coverage Part cancellation or non -renewal date;

2. Negate the cancellation or non -renewal; or

3. Provide any additional insurance that would not have been provided in the absence of this endorsement.

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

U -GL -1521-B CW (01/19)

Coverage Extension Endorsement
ZURICH
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

Policy No. CPO 5721462 - 00
This endorsement modifies insurance provided under the:

Business Auto Coverage Form
Motor Carrier Coverage Form
A. Amended Who Is An Insured
Effective Date: 09/27/2023

1. The following is added to the Who Is An Insured Provision in Section II — Covered Autos Liability Coverage:

The following are also "insureds":
a. Any "employee" of yours is an "insured" while using a covered "auto" you don't own, hire or borrow for acts performed within the scope of employment by you. Any "employee" of yours is also an "insured" while operating an "auto" hired or rented under a contract or agreement in an "employee's" name, with your permission, while performing duties related to the conduct of your business. b. Anyone volunteering services to you is an "insured" while using a covered "auto" you don't own, hire or borrow to transport your clients or other persons in activities necessary to your business. c. Anyone else who furnishes an "auto" referenced in Paragraphs A.1.a. and A.1.b. in this endorsement. d. Where and to the extent permitted by law, any person(s) or organization(s) where required by written contract or written agreement with you executed prior to any "accident", including those person(s) or organization(s) directing your work pursuant to such written contract or written agreement with you, provided the "accident" arises out of operations governed by such contract or agreement and only up to the limits required in the written contract or written agreement, or the Limits of Insurance shown in the Declarations, whichever is less.

2. The following is added to the Other Insurance Condition in the Business Auto Coverage Form and the Other Insurance — Primary and Excess Insurance Provisions Condition in the Motor Carrier Coverage Form:

Coverage for any person(s) or organization(s), where required by written contract or written agreement with you executed prior to any "accident", will apply on a primary and non-contributory basis and any insurance maintained by the additional "insured" will apply on an excess basis. However, in no event will this coverage extend beyond the terms and conditions of the Coverage Form.

B. Amendment — Supplementary Payments
Paragraphs a.(2) and a.(4) of the Coverage Extensions Provision in Section II — Covered Autos Liability Coverage are replaced by the following:
(2) Up to $5,000 for the 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. (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.

C. Fellow Employee Coverage
The Fellow Employee Exclusion contained in Section II — Covered Autos Liability Coverage does not apply.

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

U -CA -424-H CW (10/21`

D. Driver Safety Program Liability and Physical Damage Coverage

1. The following is added to the Racing Exclusion in Section II — Covered Autos Liability Coverage:

This exclusion does not apply to covered "autos" participating in a driver safety program event, such as, but not limited to, auto or truck rodeos and other auto or truck agility demonstrations.

2. The following is added to Paragraph 2. in B. Exclusions of Section III — Physical Damage Coverage of the Business Auto Coverage Form and Paragraph 2.b. in B. Exclusions of Section IV — Physical Damage Coverage of the Motor Carrier Coverage Form:

This exclusion does not apply to covered "autos" participating in a driver safety program event, such as, but not limited to, auto or truck rodeos and other auto or truck agility demonstrations.

E. Lease or Loan Gap Coverage
The following is added to the Coverage Provision of the Physical Damage Coverage Section:

Lease Or Loan Gap Coverage
In the event of a total "loss" to a covered "auto", we will pay any unpaid amount due on the lease or loan for a covered "auto", less:
a. Any amount paid under the Physical Damage Coverage Section of the Coverage Form; and b. Any:
(1) Overdue lease or loan payments at the time of the "loss"; (2) Financial penalties imposed under a lease for excessive use, abnormal wear and tear or high mileage; (3) Security deposits not returned by the lessor;
(4) Costs for extended warranties, credit life insurance, health, accident or disability insurance purchased with the loan or lease; and
(5) Carry-over balances from previous leases or loans.

F. Towing and Labor
Paragraph A.2. of the Physical Damage Coverage Section is replaced by the following:

We will pay up to $75 for towing and labor costs incurred each time a covered "auto" that is a "private passenger type", light truck or medium truck is disabled. However, the labor must be performed at the place of disablement.

As used in this provision, "private passenger type" means a private passenger or station wagon type "auto" and includes an "auto" of the pickup or van type if not used for business purposes.

G. Extended Glass Coverage
The following is added to Paragraph A.3.a. of the Physical Damage Coverage Section:

If glass must be replaced, the deductible shown in the Declarations will apply. However, if glass can be repaired and is actually repaired rather than replaced, the deductible will be waived. You have the option of having the glass repaired rather than replaced.

H. Hired Auto Physical Damage — Increased Loss of Use Expenses The Coverage Extension for Loss Of Use Expenses in the Physical Damage Coverage Section is replaced by the following:

Loss Of Use Expenses
For Hired Auto Physical Damage, we will pay expenses for which an "insured" becomes legally responsible to pay for loss of use of a vehicle rented or hired without a driver under a written rental contract or written rental agreement. We will pay for loss of use expenses if caused by:
(1) Other than collision only if the Declarations indicate that Comprehensive Coverage is provided for any covered "auto";
Includes copyrighted material of Insurance Services Office, Inc., with its permission.

U -CA -424-H CW (10/21)

(2) Specified Causes Of Loss only if the Declarations indicate that Specified Causes Of Loss Coverage is provided for any covered "auto"; or
(3) Collision only if the Declarations indicate that Collision Coverage is provided for any covered "auto".

However, the most we will pay for any expenses for loss of use is $100 per day, to a maximum of $3000.

I. Personal Effects Coverage
The following is added to the Coverage Provision of the Physical Damage Coverage Section:

Personal Effects Coverage
a. We will pay up to $750 for "loss" to personal effects which are:
(1) Personal property owned by an "insured"; and
(2) In or on a covered "auto".
b. Subject to Paragraph a. above, the amount to be paid for "loss" to personal effects will be based on the lesser of:
(1) The reasonable cost to replace; or
(2) The actual cash value.
c. The coverage provided in Paragraphs a. and b. above, only applies in the event of a total theft of a covered "auto". No deductible applies to this coverage. However, we will not pay for "loss" to personal effects of any of the following:
(1) Accounts, bills, currency, deeds, evidence of debt, money, notes, securities, or commercial paper or other documents of value.
(2) Bullion, gold, silver, platinum, or other precious alloys or metals; furs or fur garments; jewelry, watches, precious or semi-precious stones.
(3) Paintings, statuary and other works of art.
(4) Contraband or property in the course of illegal transportation or trade. (5) Tapes, records, discs or other similar devices used with audio, visual or data electronic equipment.

Any coverage provided by this Provision is excess over any other insurance coverage available for the same "loss".

J. Tapes, Records and Discs Coverage
1 The Exclusion in Paragraph B.4.a. of Section III — Physical Damage Coverage in the Business Auto Coverage Form and the Exclusion in Paragraph B.2.c. of Section IV — Physical Damage Coverage in the Motor Carrier Coverage Form does not apply.

2. The following is added to Paragraph 1.a. Comprehensive Coverage under the Coverage Provision of the Physical Damage Coverage Section:

We will pay for "loss" to tapes, records, discs or other similar devices used with audio, visual or data electronic equipment. We will pay only if the tapes, records, discs or other similar audio, visual or data electronic devices:
(a) Are the property of an "insured"; and
(b) Are in a covered "auto" at the time of "loss".

The most we will pay for such "loss" to tapes, records, discs or other similar devices is $500. The Physical Damage Coverage Deductible Provision does not apply to such "loss".

K. Airbag Coverage
The Exclusion in Paragraph B.3.a. of Section III — Physical Damage Coverage in the Business Auto Coverage Form and the Exclusion in Paragraph B.4.a. of Section IV — Physical Damage Coverage in the Motor Carrier Coverage Form does not apply to the accidental discharge of an airbag.

L. Two or More Deductibles
The following is added to the Deductible Provision of the Physical Damage Coverage Section:

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

U -CA -424-H CW (10/21)

If an accident is covered both by this policy or Coverage Form and by another policy or Coverage Form issued to you by us, the following applies for each covered "auto" on a per vehicle basis:

1. If the deductible on this policy or Coverage Form is the smaller (or smallest) deductible, it will be waived; or

2. If the deductible on this policy or Coverage Form is not the smaller (or smallest) deductible, it will be reduced by the amount of the smaller (or smallest) deductible.

M. Temporary Substitute Autos — Physical Damage

1. The following is added to Section I — Covered Autos:

Temporary Substitute Autos — Physical Damage
If Physical Damage Coverage is provided by this Coverage Form on your owned covered "autos", the following types of vehicles are also covered "autos" for Physical Damage Coverage:

Any "auto" you do not own when used with the permission of its owner as a temporary substitute for a covered "auto" you do own but is out of service because of its:

1. Breakdown;

2. Repair;

3. Servicing;

4. "Loss"; or

5. Destruction.

2. The following is added to the Paragraph A. Coverage Provision of the Physical Damage Coverage Section:

Temporary Substitute Autos — Physical Damage
We will pay the owner for "loss" to the temporary substitute "auto" unless the "loss" results from fraudulent acts or omissions on your part. If we make any payment to the owner, we will obtain the owner's rights against any other party.

The deductible for the temporary substitute "auto" will be the same as the deductible for the covered "auto" it replaces.

N. Amended Duties In The Event Of Accident, Claim, Suit Or Loss Paragraph a. of the Duties In The Event Of Accident, Claim, Suit Or Loss Condition is replaced by the following:
a. In the event of "accident", claim, "suit" or "loss", you must give us or our authorized representative prompt notice of the "accident", claim, "suit" or "loss". However, these duties only apply when the "accident", claim, "suit" or "loss" is known to you (if you are an individual), a partner (if you are a partnership), a member (if you are a limited liability company) or an executive officer or insurance manager (if you are a corporation). The failure of any agent, servant or employee of the "insured" to notify us of any "accident", claim, "suit" or "loss" shall not invalidate the insurance afforded by this policy.

Include, as soon as practicable:
(1) How, when and where the "accident" or "loss" occurred and if a claim is made or "suit" is brought, written notice of the claim or "suit" including, but not limited to, the date and details of such claim or "suit"; (2) The "insured's" name and address; and
(3) To the extent possible, the names and addresses of any injured persons and witnesses.

If you report an "accident", claim, "suit" or "loss" to another insurer when you should have reported to us, your failure to report to us will not be seen as a violation of these amended duties provided you give us notice as soon as practicable after the fact of the delay becomes known to you.

O. Waiver of Transfer Of Rights Of Recovery Against Others To Us The following is added to the Transfer Of Rights Of Recovery Against Others To Us Condition:

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

U -CA -424-H OW (10/21)

This Condition does not apply to the extent required of you by a written contract, executed prior to any "accident" or "loss", provided that the "accident" or "loss" arises out of operations contemplated by such contract. This waiver only applies to the person or organization designated in the contract.

P. Employee Hired Autos — Physical Damage
Paragraph b. of the Other Insurance Condition in the Business Auto Coverage Form and Paragraph f. of the Other Insurance — Primary and Excess Insurance Provisions Condition in the Motor Carrier Coverage Form are replaced by the following:

For Hired Auto Physical Damage Coverage, the following are deemed to be covered "autos" you own:
(1) Any covered "auto" you lease, hire, rent or borrow; and (2) Any covered "auto" hired or rented under a written contract or written agreement entered into by an "employee" or elected or appointed official with your permission while being operated within the course and scope of that "employee's" employment by you or that elected or appointed official's duties as respect their obligations to you.

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

Q. Unintentional Failure to Disclose Hazards
The following is added to the Concealment, Misrepresentation Or Fraud Condition:

However, we will not deny coverage under this Coverage Form if you unintentionally:
(1) Fail to disclose any hazards existing at the inception date of this Coverage Form; or (2) Make an error, omission, improper description of "autos" or other misstatement of information.

You must notify us as soon as possible after the discovery of any hazards or any other information that was not provided to us prior to the acceptance of this policy.

R. Hired Auto — World Wide Coverage
Paragraph 7.b.(5) of the Policy Period, Coverage Territory Condition is replaced by the following:
(5) Anywhere else in the world if a covered "auto" is leased, hired, rented or borrowed for a period of 60 days or less, S. Bodily Injury Redefined
The definition of "bodily injury" in the Definitions Section is replaced by the following:
"Bodily injury" means bodily injury, sickness or disease, sustained by a person including death or mental anguish, resulting from any of these at any time. Mental anguish means any type of mental or emotional illness or disease.

T. Expected Or Intended Injury
The Expected Or Intended Injury Exclusion in Paragraph B. Exclusions under Section II — Covered Auto Liability Coverage is replaced by the following:

Expected Or Intended Injury
"Bodily injury" or "property damage" expected or intended from the standpoint of the "insured". This exclusion does not apply to "bodily injury" or "property damage" resulting from the use of reasonable force to protect persons or property.

U. Physical Damage — Additional Temporary Transportation Expense Coverage Paragraph A.4.a. of Section III — Physical Damage Coverage is replaced by the following:

4. Coverage Extensions
a. Transportation Expenses
We will pay up to $50 per day to a maximum of $1,000 for temporary transportation expense incurred by you because of the total theft of a covered "auto" of the private passenger type. We will pay only for those covered "autos" for which you carry either Comprehensive or Specified Causes of Loss Coverage. We will pay for temporary transportation expenses incurred during the period beginning 48 hours after the theft and ending, regardless of the policy's expiration, when the covered "auto" is returned to use or we pay for its "loss".

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

U -CA -424-H CW (10/21\

V. Replacement of a Private Passenger Auto with a Hybrid or Alternative Fuel Source Auto The following is added to Paragraph A. Coverage of the Physical Damage Coverage Section:

In the event of a total "loss" to a covered "auto" of the private passenger type that is replaced with a hybrid "auto" or "auto" powered by an alternative fuel source of the private passenger type, we will pay an additional 10% of the cost of the replacement "auto", excluding tax, title, license, other fees and any aftermarket vehicle upgrades, up to a maximum of $2500. The covered "auto" must be replaced by a hybrid "auto" or an "auto" powered by an alternative fuel source within 60 calendar days of the payment of the "loss" and evidenced by a bill of sale or new vehicle lease agreement.

To qualify as a hybrid "auto", the "auto" must be powered by a conventional gasoline engine and another source of propulsion power. The other source of propulsion power must be electric, hydrogen, propane, solar or natural gas, either compressed or liquefied. To qualify as an "auto" powered by an alternative fuel source, the "auto" must be powered by a source of propulsion power other than a conventional gasoline engine. An "auto" solely propelled by biofuel, gasoline or diesel fuel or any blend thereof is not an "auto" powered by an alternative fuel source.

W. Return of Stolen Automobile
The following is added to the Coverage Extension Provision of the Physical Damage Coverage Section:

If a covered "auto" is stolen and recovered, we will pay the cost of transport to return the "auto" to you. We will pay only for those covered "autos" for which you carry either Comprehensive or Specified Causes of Loss Coverage.

All other terms, conditions, provisions and exclusions of this policy remain the same.

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

U -CA -424-H CW (10/21)

Blanket
or Non -Renewal
Notification to Others of Cancellation
tir?
ZURICH©
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

Policy No. CPO 5721462 - 00
Effective Date: 09/27/2023
This endorsement modifies insurance provided under the:

Commercial Automobile
Coverage Part

SCHEDULE
The total number of days for mailing or delivering with respect to Paragraph B.1. of this endorsement is amended to indicate the following number of days:
90*
The total number of days for mailing or delivering with respect to Paragraph B.2. of this endorsement is amended to indicate the following number of days:
90**
* If a number is not shown here, 10 days continues to apply. ** If a number is not shown here, 30 days continues to apply.

A. If we cancel or non -renew this Coverage Part by written notice to the first Named Insured, we will mail or deliver notification that such Coverage Part has been cancelled or non -renewed to each person or organization shown in a list provided to us by the first Named Insured if you are required by written contract or written agreement to provide such notification. However, such notification will not be mailed or delivered if a conditional notice of renewal has been sent to the first Named Insured. Such list:

1. Must be provided to us prior to cancellation or non -renewal;

2. Must contain the names and addresses of only the persons or organizations requiring notification that such Coverage Part has been cancelled or non -renewed; and

3. Must be in an electronic format that is acceptable to us.

B. Our notification as described in Paragraph A. of this endorsement will be based on the most recent list in our records as of the date the notice of cancellation or non -renewal is mailed or delivered to the first Named Insured. We will mail or deliver such notification to each person or organization shown in the list:
1 Within 10 days of the effective date of the notice of cancellation, if we cancel for non-payment of premium; or

2. At least 30 days prior to the effective date of:
a. Cancellation, if cancelled for any reason other than nonpayment of premium; or b. Non -renewal, but not including conditional notice of renewal, unless a greater number of days is shown in the Schedule of this endorsement for the mailing or delivering of such notification with respect to Paragraph B.1. or Paragraph B.2. above.

C. Our mailing or delivery of notification described in Paragraphs A. and B. of this endorsement is intended as a courtesy only. Our failure to provide such mailing or delivery will not:

1. Extend the Coverage Part cancellation or non -renewal date;

2. Negate the cancellation or non -renewal; or

3. Provide any additional insurance that would not have been provided in the absence of this endorsement.

Includes copyrighted material of Insurance Services Office, Inc., with its permission. U -CA -832-B CW (03/23`

D. We are not responsible for the accuracy, integrity, timeliness and validity of information contained in the list provided to us as described in Paragraphs A. and B. of this endorsement.

All other terms, conditions, provisions and exclusions of this policy remain the same.

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

U -CA -832-B CW (03/23'

WORKERS COMPENSATION AND EMPLOYERS LIABILITY INSURANCE POLICY WC 00 03 13
(Ed. 04-84)

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 anyone not named in the Schedule.

Schedule

ALL PERSONS AND/OR ORGANIZATIONS THAT ARE REQUIRED BY WRITTEN CONTRACT OR AGREEMENT

WITH THE INSURED, EXECUTED PRIOR TO THE ACCIDENT OR LOSS, THAT WAIVER OF SUBROGATION BE

PROVIDED UNDER THIS POLICY FOR WORK PERFORMED BY YOU FOR THAT PERSON AND/OR

ORGANIZATION
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 09/27/2023 Policy No. WC 5721463 - 00 Insured MetaSource, LLC
Insurance Company American Zurich Insurance Company
Endorsement No.

Premium $
Countersigned by
WC124 (4-84)
WC 00 03 13
Copyright 1983 National Council on Compensation Insurance, Inc.

145

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

WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS

ENDORSEMENT -CALIFORNIA
This endorsement changes the policy to which it is attached effective on the inception date of the policy unless a different date is indicated below.
(The following "attaching clause" need be completed only when this endorsement is issued subsequent to preparation of the policy.) This endorsement, effective on
Policy No.
of the
09/27/2023
(DATE)
at 12:01 A.M. standard time, forms a part of
WC 5721463 - 00 Endorsement No.

American Zurich Insurance Company
(NAME OF INSURANCE COMPANY)
issued to MetaSource, LLC
Premium (if any) $
Authorized Representative
We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) You must maintain payroll records accurately segregating the remuneration of your employees while engaged in the work described in the Schedule.

The additional premium for this endorsement shall be % of the California workers' compensation premium otherwise due on such remuneration
Person or Organization
ALL CA Operations
Schedule
Job Description
WC 04 03 06 (Ed. 4-84) Page 1 of 1
146

WORKERS COMPENSATION AND EMPLOYERS LIABILITY INSURANCE POLICY WC 42 03 04 B
(Ed. 6-14)

TEXAS WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT This endorsement applies only to the insurance provided by the policy because Texas is shown in Item 3.A. of the Information Page.

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, but this waiver applies only with respect to bodily injury arising out of the operations described in the Schedule where you are required by a written contract to obtain this waiver from us.

This endorsement shall not operate directly or indirectly to benefit anyone not named in the Schedule.

The premium for this endorsement is shown in the Schedule.

Schedule

1. ( ) Specific Waiver
Name of person or organization:
(X) Blanket Waiver
Any person or organization for whom the Named Insured has agreed by written contract to furnish this waiver.

2. Operations:

3. Premium:

The premium charge for this endorsement shall be 2% percent of the premium developed on payroll in connection with work performed for the above person(s) or organization(s) arising out of the operations described.

4. Advance Premium: INCL
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 09/27/2023 Policy No. WC 5721463 - 00 Endorsement No.

Insured MetaSource, LLC Premium
Insurance Company American Zurich Insurance Company Countersigned by WC 42 03 04 B
(Ed. 06-14)
© Copyright 2014 National Council on Compensation Insurance, Inc. All Rights Reserved.

147

WORKERS COMPENSATION AND EMPLOYERS LIABILITY INSURANCE POLICY WC 43 03 05
(Ed. 7-00)

UTAH WAIVER OF SUBROGATION ENDORSEMENT
This endorsement applies only to the insurance provided by the policy because Utah is shown in Item 3.A. of the Information Page.

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 anyone not named in the Schedule. Our waiver of rights does not release your employees' rights against third parties and does not release our authority as trustee of claims against third parties.

Schedule

ALL PERSONS AND/OR ORGANIZATIONS THAT ARE REQUIRED BY WRITTEN CONTRACT OR AGREEMENT WITH

THE INSURED, EXECUTED PRIOR TO THE ACCIDENT OR LOSS, THAT WAIVER OF SUBROGATION BE

PROVIDED UNDER THIS POLICY FOR WORK PERFORMED BY YOU FOR THAT PERSON AND/OR ORGANIZATION 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 09/27/2023 Policy No. WC 5721463 - 00 Endorsement No.

Insured MetaSource, LLC Premium $
Insurance Company American Zurich Insurance Company Countersigned by WC 43 03 05
(Ed. 7-00)
© 2000 National Council on Compensation Insurance, Inc.

148

WORKERS COMPENSATION AND EMPLOYERS LIABILITY INSURANCE POLICY WC 99 06 43

BLANKET NOTIFICATION TO OTHERS OF CANCELLATION OR NONRENEWAL ENDORSEMENT This endorsement adds the following to Part Six of the policy.

PART SIX

CONDITIONS
Blanket Notification to Others of Cancellation or Nonrenewal

1. If we cancel or non -renew this policy by written notice to you, we will mail or deliver notification that such policy has been cancelled or non -renewed to each person or organization shown in a list provided to us by you if you are required by written contract or written agreement to provide such notification. However, such notification will not be mailed or delivered if a conditional notice of renewal has been sent to you. Such list:
a. Must be provided to us prior to cancellation or non -renewal; b. Must contain the names and addresses of only the persons or organizations requiring notification that such policy has been cancelled or non -renewed; and
c. Must be in an electronic format that is acceptable to us.

2. Our notification as described in Paragraph 1. above will be based on the most recent list in our records as of the date the notice of cancellation or non -renewal is mailed or delivered to you. We will mail or deliver such notification to each person or organization shown in the list:
a. Within seven days of the effective date of the notice of cancellation, if we cancel for non-payment of premium; or b. At least 30 days prior to the effective date of:
(1) Cancellation, if cancelled for any reason other than nonpayment of premium; or (2) Non -renewal, but not including conditional notice of renewal.

3. Our mailing or delivery of notification described in Paragraphs 1. and 2. above is intended as a courtesy only. Our failure to provide such mailing or delivery will not:
a. Extend the policy cancellation or non -renewal date; b. Negate the cancellation or non -renewal; or
c. Provide any additional insurance that would not have been provided in the absence of this endorsement.

4. We are not responsible for the accuracy, integrity, timeliness and validity of information contained in the list provided to us as described in Paragraphs 1. and 2. above.

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 09/27/2023 Policy No. WC 5721463 - 00 Endorsement No.

Insured MetaSource, LLC Premium $
Insurance Company American Zurich Insurance Company
WC 99 06 43
(Ed. 01-13)
Includes copyright material of the National Council on Compensation Insurance, Inc. used with its permission. © 2012 Copyright National Council on Compensation Insurance, Inc. All Rights Reserved.

149

RESOLUTION NO. R-2026-52

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

PLACENTIA, CALIFORNIA, AUTHORIZING A BUDGET
AMENDMENT IN FISCAL YEAR 2026-27 IN COMPLIANCE
WITH CITY CHARTER OF THE CITY OF PLACENTIA §§ 1206
AND 1209 PERTAINING TO APPROPRIATIONS FOR
ACTUAL EXPENDITURES.

A. Recitals.
(i). The adopted budget for the 2026-27 Fiscal Year sets out estimated appropriations for City expenses throughout the year.
(ii). From time to time the adopted budget must be adjusted when precise expenditures are finally determined or when estimated expenditures exceed projected costs allocated.
(iii). City Charter of the City of Placentia § 1206 authorizes the City Council to amend or supplement the budget by motion adopted by the affirmative votes of at least three members so as to authorize the transfer of unused balances appropriated for one purpose to another purpose, or to appropriate available revenues not included in the budget. All other legal prerequisites to the adoption of this Resolution have occurred.

B. Resolution.

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

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

2. The adopted budget for Fiscal Year 2026-27, Resolution No. R-2026-39, is hereby amended for the new appropriations to the accounts below:

Fund
Description
Department
GL Account
Amount
Type
Technology Impact Fee
Scanning Services
Development Services
221-40000-6400
$150,000
Expense

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

APPROVED and ADOPTED this 21st day of July 2026.

Chad P. Wanke, Mayor
ATTEST:

Robert S. McKinnell, City Clerk
Resolution No. R-2026-52

150

STATE OF CALIFORNIA

COUNTY OF ORANGE
I, Robert S. McKinnell, City Clerk of the City of Placentia, do hereby certify that the foregoing Resolution was adopted at a regular meeting of the City Council of the City of Placentia held on the 21st day of July 2026, by the following vote:

AYES: COUNCILMEMBERS:

NOES: COUNCILMEMBERS:

ABSENT: COUNCILMEMBERS:

ABSTAIN: COUNCILMEMBERS:

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

Christian L. Bettenhausen, City Attorney
Resolution No. R-2026-52

151

Agenda Item No: 1 .i

PLACENTIA CITY COUNCIL AGENDA REPORT
Meeting Date: July 21, 2026
Submitted by: Gabriel Guerrero-Gabany
From: Public Works
Subject:

AMENDMENT NO. 7 TO THE PROFESSIONAL SERVICES AGREEMENT WITH BIGGS CARDOSA AND ASSOCIATES INC., FOR CONSTRUCTION ENGINEERING SUPPORT SERVICES RELATED TO THE GOLDEN AVENUE BRIDGE PROJECT NO. 1801 Financial Impact:

Additional Expense:
$ 35,426.00 Construction Engineering
Available Budget:
$6,073,025.55 Total Project Budget
$2,200,000.00 Community Project Funding/Congressionally Directed Spending (CPFCDS) (505-90300-9600)
$2,647,046.00 Highway Bridge Program (HBP) (224-90400-9600) $ 215,682.00 County of Orange OC Loop Segment D Contribution $1,010,297.55 Measure U (including required City Federal Match) (102-90300-9600) Summary:

On November 18, 2025, City Council awarded a construction contract for the reconstruction of the Golden Avenue Bridge. The bridge is located along Golden Avenue, West of Imperial Highway and East of Valencia Avenue. The total project cost was $6,037,599.55 which funds the construction, contingency, construction management and inspection, and construction engineering support from the design firm. The cost breakdown consists of $2,647,046 of Federal Highway Bridge Program funds, $2,200,000 of Community Project Funding/Congressionally Directed Spending, $215,682 of County of Orange contribution for OC Loop D construction, and $974,871.55 of Measure U funds. As a part of this action on November 18, 2025, Council also approved amending the contract with Biggs Cardosa and Associates (BCA), the design engineering firm responsible for preparing the project plans and specifications, a sixth time to include construction engineering support services. The approved amount was for $168,797 which was included as part of the total project cost of $6,037,599.55.

During construction, the team has encountered multiple situations which required the input and expertise of the design engineer. Their frequent involvement has helped ensure that questions asked in the field by the general contractor are answered quickly, which in turn has allowed the project to remain on schedule. BCA is also critical to the quality control process, 152

confirming as -built conditions and whether or not any discrepancies are within acceptable levels of tolerance according to Caltrans' requirements. Their hours of involvement exceeded their original proposal and staff is requesting the contract be amended to maintain the current level of effort on the project.

Staff requests City Council approve Amendment No.7 to the contract with BCA in the amount of $35,426 to provide for additional construction engineering support for the remainder of the project. This would increase the construction engineering support from the originally approved amount of $168,797 to $204,223. This would also revise BCA's total contract not -to -exceed amount from $1,139,735 to $1,175,161 where a majority of this contract amount was due to the extensive effort to design and coordinate the bridge plans and specifications from January 2017 to November 2025.

Recommended Action:

It is recommended that the City Council:

1. Approve Amendment No. 7 to the Professional Services Agreement with Biggs Cardosa and Associates Inc., for an additional $35,426, to provide additional professional services for the pavement management plan for a cumulative contract not -to -exceed amount of $1,175,161; and

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

Strategic Plan Statement:

This item is not directly related to a specific strategic plan goal.

Discussion:

The City of Placentia has budgeted in its Capital Improvement Program to replace the Golden Avenue Bridge and the related portion of the OC Bikeway Loop Segment D. The bridge is located along Golden Avenue west of Imperial Highway and East of Valencia Avenue. Golden Avenue is a regionally significant collector roadway, providing east -west travel between the cities of Placentia and Yorba Linda. The bridge was built in 1934 to span the Carbon Canyon Channel and was rated functionally obsolete in 2005 by Caltrans.

The existing bridge was a earth -filled reinforced concrete arch bridge supported on spread footings. The bridge was 34 feet long and 27 feet wide and carried two lanes of traffic over the channel. There were no sidewalks or bicycle lanes on the bridge resulting in potential conflicts between pedestrians, bicyclists and motorists.

The proposed bridge will be a 60 feet 4 inch wide structure designed to improve safety, mobility, and connectivity. The bridge will provide two 12 feet wide travel lanes and 6 feet wide sidewalks on both the south and north sides of the structure. The superstructure will consist of PC/PS CA 154 girders and will incorporate a Type 732SW(Modified) barrier to meet current safety standards. It is also designed to accommodate six telecommunications conduits, a 4 inch So Cal Gas line, six conduits for Southern California Edison (SCE), and a 16 inch casing for a future Yorba Lind Water District waterline. The substructure will be composed of abutments with a thickness of 3.5 feet, supported on 2.5 feet CIDH piles. In addition, the project will also complete 800 feet of Orange County Public Works' bike/pedestrian trail project, OC Loop Segment D, from Station 21+00 to 29+00, which runs directly under the bridge, providing a link for regional trail connectivity. 153

On November 18, 2025 City Council awarded a construction contract for the reconstruction of the Golden Avenue Bridge. The bridge is located along Golden Avenue, west of Imperial Highway and East of Valencia Avenue. The total project cost was $6,037,599.55 funds the construction, contingency, construction management and inspection, and construction engineering support from the design firm. The cost breakdown consists of $2,647,046 of Federal Highway Bridge Program funds, $2,200,000 of Community Project Funding/Congressionally Directed Spending, $215,682 of County of Orange contribution for OC Loop D construction, and $974,871.55 of Measure U funds. As a part of this action on November 18, 2025, Council also approved amending the contract with BCA, the design engineering firm responsible for preparing the project plans and specifications, a sixth time to include construction engineering support services. The approved amount was for $168,797 which was included as part of the total project cost of $6,037,599.55.

The project is now approximately 70% complete.

During construction, the team has encountered multiple situations which required the input and expertise of the design engineer. These situations include:
• Review of the vibration and displacement monitoring plan, and research required to institute the design change to
loosen vibration threshold values
• Check of new abutments for loading due to creep during girder placement • Extended back -and -forth with SoCal Gas on hanger redesign • Assessing channel damage & repair
• Temporary facilities review (girder bracing, overhang formwork, channel protection plan) • Structure mounted utilities review
• Channel protection plan review
• Type A joint seal assessment
Their frequent involvement has helped ensure that questions asked in the field by the general contractor are answered quickly, which in turn has allowed the project to remain on schedule.

BCA is also critical to the quality control process, confirming as -built conditions and whether or not any discrepancies are within acceptable levels of tolerance according to Caltrans' requirements. Their hours of involvement exceeded their original proposal, and staff is recommending the contract be amended to maintain their current level of effort on the project.

The revised total construction cost, including potential contingency, construction engineering and construction management and inspection amounts to $6,073,025.55. Staff requests City Council approve Amendment No.7 to the contract with BCA in the amount of $35,426 to provide for additional construction engineering support for the remainder of the project. This would increase the construction engineering support from the originally approved amount of $168,797 to $204,223. This would also revise BCA's total contract not -to -exceed amount from $1,139,735 to $1,175,161 where a majority of this contract amount was due to the extensive effort to design and coordinate the bridge plans and specifications from January 2017 to November 2025.

Financial Summary:

The revised total construction cost for the Golden Avenue Bridge Replacement Project would amount to $6,073,025.55. This cost consists of the bid amount submitted by CT&T Concrete Paving Inc., Company in the amount of $4,687,010.50, a construction contingency in the 154

amount of $468,701.05, construction management and inspection services with T.Y. Lin in the amount of $713,091 and revised construction engineering support services with BCA increasing the amount from $168,797 to $204,223.

Funding for this project is supported by numerous sources as outlined below:

Funding Source
Amount
Account(s)
FY 25/26 Misc. Grants and
Contribution
$5,062,728.00
505-90300-9600, 224-90400-9600
FY 25/26 Measure U Funds
$1,010,297.55
102-90300-9600
Total
$6,073,025.55
Attachments
Attachment 1 - BCA PSA Amendment No. 7
155

Docusign Envelope ID: 7B18A431-8C7A-8280-82AE-835748D0A990 AMENDMENT NO. 7 TO

PROFESSIONAL SERVICES AGREEMENT
WITH BIGGS CARDOSA AND ASSOCIATES, INC.

This Amendment No. 7 ("Amendment") to Professional Services Agreement is made and entered into effective the 21s1 day of July, 2026, by and between the CITY OF PLACENTIA, a Charter City and Municipal Corporation ("CITY"), and Biggs Cardosa Associates, Inc, a California corporation (hereinafter "CONSULTANT"). CITY and CONSULTANT are sometimes hereinafter individually referred to as "Party" and or collectively referred to as the "Parties." A. Recitals.
(i) CITY and CONSULTANT entered into a Professional Services Agreement ("Agreement") effective January 17, 2017 through which CONSULTANT has been providing professional services as more fully explained in the Scope of Services attached to the Agreement as Exhibit "A".
(ii) The Parties now seek to amend the Agreement to increase the cumulative contract not -to -exceed amount by $35,426 for construction engineering support of the Golden Avenue Bridge Replacement Project.
(iii) All legal prerequisites to the making of this Amendment have occurred.

NOW, THEREFORE, in consideration of the mutual covenants and conditions set forth herein, the Parties agree as follows:

B. Amendment to Agreement.

1. Section 2.1, Paragraph 1 and Section 4.1, Paragraph 1 of the Agreement is hereby amended to read as follows:

2.1 Compensation. Consultant shall be paid in accordance with the revised fee schedule for an amount of $35,426 for the additional services set forth in Exhibit "A" of this Amendment No.

7. Consultant's total compensation shall not exceed One Million One Hundred and Seventy -Five Thousand One Hundred and Sixty One Dollars ($1,175,161).

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

3. The Agreement, all amendments together with this Amendment No. 7 and all Exhibits attached thereto, constitutes the entire Agreement between the Parties and supersedes all prior negotiations, arrangements, representations, and understandings, if any, made by or between the Parties with respect to the subject matter hereof. No amendment or other modification of the Agreement, as modified by this Amendment No. 7 shall be binding unless executed in writing by both Parties hereto, or theft respective successors, assigns, or grantees.

4. Each of the undersigned represents and warrants that he or she is duly authorized to execute and deliver this Amendment No. 7 and that such execution is binding upon the entity for which he or she is executing this document.

IN WITNESS WHEREOF, the Parties have caused Amendment No. 7 to the Consulting Services Agreement are to be executed as of the day and year first above written.

Docusign Envelope ID: 7B18A431-8C7A-8280-82AE-835748D0A990

CONSULTANT CITY OF PLACENTIA
(—DocuSigncd by:

Ik4lu -Mbv RAMIS
By: ,,—99FBF04E77C9427
By:

Mahvash Harms Rosanna Ramirez
Principal Interim City Administrator
ATTEST:

By:

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

By:

Christian L. Bettenhausen, City Attorney

July 8, 2026
BCA Project No. 2017041

BIGGS CARDOSA
Mr. Chris Tanio, Director of Public Works
City of Placentia, Public Works Department
401 East Chapman Avenue
Placentia, CA 92870
Subject: Additional Construction Phase Services for Golden Avenue Bridge Replacement Project at Carbon Canyon Channel Federal Project No. BRL-5269(025) Bridge NO. 55C-0192 Dear Chris:

Biggs Cardosa Associates is submitting this Extra Services and Fee proposal as requested, for additional construction support services for the Golden Ave. Bridge Replacement Project. The scope provided in this proposal is intended to carry the project to completion with an assumed duration through the end of August 2026 as per the most current project schedule. As previously discussed, there is a lot of uncertainty in forecasting construction support effort, since level of involvement for the designer depends heavily on the Contractor, the CM's approach, and field conditions. The original estimated hours and level of effort for construction support were exceeded towards the end of April 2026. The shortfall in hours and budget can be attributed to a consistently higher degree of involvement than we had anticipated (regular calls, meetings, coordination), along with various out -of -scope work requests.

Additional Construction Phase Services
BCA has performed the following out -of -scope tasks as needed and requested by the Construction Management firm and City staff:
• Reviews of vibration and displacement monitoring plan, and research required to institute the design change to loosen vibration threshold values
• OC Loop design coordination
o Assessing OC Loop design omissions (PPB relocation, mast arm removal) o Wingwall & barrier design modifications due to as -built location of OC Loop sheet pile walls • Multiple rounds of review for several construction submittals (1 resubmittal review was assumed for each shop drawing per the contract)
• Check of new abutments for loading due to crane during girder placement • Extended back -and -forth with SoCal Gas on hanger redesign • Traffic control plan modifications
• WPCP review
• Discussions on the Brandywine OH utility agreement
• Assessing channel damage & repair
• Review of submittals typically reviewed only at the field level:
o Temporary facilities (girder bracing, overhang formwork, channel protection plan) o Structure mounted utilities
o Channel protection plan
o Type Ajoint seal
865 The Alameda, San Jose, CA 95126 1408.296.5515 I www.biggscardosa.com 158

BIGGS CARDOSA
Fee
Our requested construction support services fee represents a summary of tasks done to date and our best estimate of the future costs involved in carrying the project through to a successful completion. The construction support services costs are highly unpredictable, and highly dependent on the contractor's proficiency / performance and the overall construction schedule. The final cost may be above or below the amount estimated in this proposal. For these reasons, we recommend that the City establish a contingency budget for the remaining construction support services. This budget can then be utilized if more effort is deemed necessary by the City or their CM firm.

BCA proposes to provide the remaining construction support services for the project in combination for the out -of -scope services outlined in this proposal for an hourly, not to exceed fee of $35,426. A detailed breakdown of our fee proposal is attached.

Assumptions made in the preparation of this proposal:
• All work described in this scope applies to the Golden Avenue Bridge Replacement Project only. It is assumed that any construction support work required for the portion of the OC Loop project that will be constructed concurrently will be performed by others, in consultation with the Engineer of Record for the OC Loop project. • This scope assumes the project completion will be within the month of August 2026, as per the latest project schedule. If the project continues past August, BCA will use any remaining construction support budget and will submit an Extra Work Requests as needed or requested by the City.
• It is assumed that the RE will be the lead reviewer for all remaining roadway/civil related submittals/shop drawings, and that the design team will provide information as needed in a supporting role for up to five (5) roadway/civil related submittals/shop drawings.
• A maximum of two (2) rounds of reviews (i.e. one resubmittal) are assumed for each remaining submittal. The revisions required for the resubmittals are assumed to be minor and will not require another complete submittal review. • Responding to any remaining RFIs and developing associated CCOs to address contractor errors, alternative construction method requests, or unforeseeable construction field issues (contractor scheduling, contractor equipment limitations, 3rd party coordination/limitations, undocumented existing conditions, etc.) is not included in the scope of services but can be added as Extra Work Requests as required.
• OC Loop reviews by BCA have been completed. If any reviews or field visits are requested, they will be considered out of scope and are not included in this proposal. Requested design changes will be considered out of scope. • Site visits are limited to structural observations only during construction. Special structural inspections are not part of this scope and fee proposal. If requested, BCA can provide a separate scope and fee proposal for Inspection Services. • Remedial engineering design to determine corrective action required due to materials and/or contractor's operations not meeting contract requirements is not included in this proposal. If requested, BCA can provide this work as extra services. • Engineering advice and technical support for construction change orders to the plans and specifications initiated by the contractor, preparation of change order documentation which would include, where appropriate, changes to plans and specifications, and additional structural details are not included in this proposal. If requested, BCA can provide additional hours to perform these duties, as additional services.
• We shall review or take other appropriate action upon Contractor's submittals, as requested by the City or the CM's RE, such as Shop Drawings, Product Data and Samples, but only for the limited purpose of checking for conformance with information given and the design concept expressed in the Contract Documents. Review of such submittals is not conducted for the purpose of determining the accuracy and completeness of other details such as dimensions and quantities or for substantiating instructions for installation or performance of equipment or systems designed by the Contractor, all of which remain the responsibility of the Contractor to the extent required by the Contract Documents. 865 The Alameda, San Jose, CA 95126 1408.296.5515 www.biggscardosa.com 159

BIGGS CARDOSA
We look forward to working with the City of Placentia to bring this great project to a successful completion. Please contact me if you have any questions or comments.

Sincerely,

BIGGS CARDOSA
Carlos Vasquez, PE
Engineering Manager
Attachments:
• Fee Proposal
865 The Alameda, San Jose, CA 951261408.296.55151 www.biggscardosa.com 160

Golden Avenue Bridge Replacement Project at Carbon Canyon Channel Fee Proposal I Biggs Cardosa Associates I Additional Project Management & Construction Support Services (May through August 2026) Biggs Cardosa Associates, Inc.

SCOPE OF WORK
Principal
Project
Manager
Senior
Engineer
Staff
Engineer
Senior
Computer
Drafter
Admin
Subconsultant
Total
Hours
Labor Subtotal
$406.58
$232.84
$198.41
$167.04
$193.90
$151.22
PROJECT MANAGEMENT $3,261
PM/PA, Sub coordination, Meetings
I
I 8
I 4
I
I
I 4
I
I 16
I $3,261
CONSTRUCTION SUPPORT SERVICES $32,165
RFI's, CO's, Shop drawings, utility coord., submittals, CM meetings, 1 16
120
16 8
161
$32,165
add'I calculations, record drawings, and project closeout I

I I
I
Labor Subtotal, Base fee
$35,426
Other Costs
Reprod., Plots, Shipping,
Mailing and Mileage
161

Agenda Item No: 1.j

PLACENTIA CITY COUNCIL AGENDA REPORT
Meeting Date: July 21, 2026
Submitted by: Teri Knutson
From: Police Department
Subject:

REJECT PROPOSAL FOR POLICE DEPARTMENT FIRING RANGE TRAINING AND

QUALIFICATION SERVICES AND AUTHORIZE REISSUANCE OF REQUEST FOR

PROPOSALS
Financial Impact:

None.

Summary:

The City of Placentia recently completed construction of its own firing range, a four -lane, 1,900 square foot facility. The City determined that it was more cost and time effective for its police officers to utilize an on -site facility versus the historical means of obtaining firearms training and qualification activities off -site. The Police Department released a Request for Proposals for Firearms Training and Qualification Services (Rangemaster) on April 9, 2026, with Proposals due on May 14, 2026. One firm responded, however, the content of the Proposal was found to be incomplete; therefore, staff will be reissuing the Request for Proposals for Firearms Training and Qualification Services for the Placentia Police Department.

Recommended Action:

It is recommended that the City Council:

1. Reject the one Proposal received in response to the Police Department's Request for Proposals; and

2. Authorize the reissuance of the Request for Proposals for Firearms Training and Qualification Services for the Placentia Police Department.

Strategic Plan Statement:

By awarding this contract, this agenda item continues to meet Strategic Plan Goal No. 2, Public Safety to provide a safe, family -friendly environment through proactive policing, efficient fire and emergency medical services, disaster preparedness, and strong community partnerships that protect residents, businesses and visitors.

Discussion:

The Placentia Police Department released a Request for Proposals (RFP) to provide industry - standard Firearms Training and Qualification Services. Placentia's Purchasing Policy requires that contracts exceeding $40,000 be formally bid and submitted to the City Council for approval. As the proposed term is five years, in the aggregate, the amount awarded to the 162

Contractor will exceed that $40,000 amount.

One firm responded to the Police Department's Request for Proposals and, while the pricing structure was found satisfactory, other aspects of the Proposal were incomplete towards the specific instructions of the RFP.

Financial Summary:

There is no financial impact from this agenda item.

Attachments
RFP - Placentia PD Firearms Training and Qualifications April 2026.docx 163

CITY OF PLACENTIA NOTICE INVITING PROPOSALS
for

FIREARMS TRAINING AND QUALIFICATION SERVICES FOR THE

PLACENTIA POLICE DEPARTMENT
NOTICE IS HEREBY GIVEN that the City of Placentia is requesting Proposals from companies that are interested in providing Firearms Training and Qualification services as requested by the Placentia Police Department. Your response to this Request for Proposals must be received prior to the closing date and time of 3:00 P.M., local time, Thursday, May 14, 2026.

DESCRIPTION OF WORK: The purpose of this correspondence is to invite your company to submit a proposal to the City of Placentia to restructure its current firearms training and qualification program, specifically elevating the existing system of eight (8) annual basic qualifications, to a more industry -standard protocol for agencies the same size and scope as the Placentia Police Department.

Responses to this Request for Proposals will be evaluated on the basis of various factors including, but not limited to: demonstrated and successful completion of services of similar scope and size; other cities' and clients' evaluations of the proposer's prior or current services and any actions taken by such cities or clients regarding the proposer; and degree to which the proposer's response ascertains and addresses the City's needs and priorities. The City expects to execute an Agreement for a five-year term, with work commencing on July 1, 2026. The sample Professional Services Agreement is included in this RFP.

OBTAINING RFP DOCUMENTS: All aspects of this RFP will be managed on the City of Placentia's PlanetBids portal. The City uses PlanetBids as its centralized online bidding system for the procurement of goods, equipment and services. Interested proposers are encouraged to register via the City's website link under Bids & RFPs at www.placentia.orc . Proposals must be submitted electronically only via the City's PlanetBids portal.

All proposals must be submitted via PlanetBids by 3:00 p.m. on Thursday, May 14, 2026. Late proposals or proposals submitted via paper copy, fax, email, or hand delivered, will not be accepted for any reason.

QUESTIONS, ANSWERS AND ADDENDA TO THE RFP: Prior to the RFP submission deadline, questions may arise regarding the specifications or administrative matters. Any questions related to the proposal process must be posed through the PlanetBids portal under this specific RFP. Questions and responses will be posted to ensure all prospective proposers are provided the information. All questions must be submitted no later than Thursday, April 23, 2026, and the City will endeavor to respond to questions as they are posted. It is the responsibility of each proposer to maintain their PlanetBids profile and check the City's website for all addenda and updates. Once the proposals are received, all correspondence will be sent via email and only to the authorized person on the Proposal Letter. The City is not responsible for emails that are sent to spam files and not received in a timely manner.

EVALUATION OF PROPOSALS AND AWARD OF CONTRACT: This solicitation has been developed in the Request for Proposal (RFP) format. Accordingly, Proposers should take note that multiple factors will be considered by the City in selecting the most qualified firm and awarding of the Contract. The City of Placentia reserves the right to reject any or all proposals, to waive any informal or irregularity in any proposal received, and to be the sole judge of the merits of the respective proposals received. The Proposer shall guarantee that all contents of their proposal shall be valid for a period of 90 calendar days from the due date of proposals. 164

TO: ALL PROSPECTIVE OFFERORS
DATE: APRIL 9, 2026
SUBJECT: REQUEST FOR PROPOSALS TO DESIGN AND IMPLEMENT A FIREARMS

TRAINING AND QUALIFICATION PROGRAM AS REQUESTED BY THE

PLACENTIA POLICE DEPARTMENT
PURPOSE:

The City of Placentia ("City") is requesting Proposals from qualified firms to create and implement a comprehensive Firearms Training and Qualification Program for the Placentia Police Department. These services include but are not limited to restructuring the existing firearms training and qualification program, thereby designing and implementing a new comprehensive program that better ensures Placentia sworn employees have the background and knowledge of industry standards for these critical skills. The City recently completed construction of its own firing range, a 1,900 square foot facility with four (4) lanes. The Placentia Police Department has 53 sworn employees.

The Placentia City Council will be asked to approve a five-year Agreement for these services, expected to begin July 1, 2026.

SCOPE OF WORK:

Currently, the Placentia Police Department's system is to provide up to eight (8) annual basic qualifications. The Police Department is seeking a company to design and implement an industry - standard firearms training and qualification program that will ensure superior tactical readiness and officer confidence through expert, real -world mentorship. This includes proactive identification and remediation of shooting deficiencies by analysts' expert in their respective field.

Proposer shall identify the cost and approach towards achieving a cost-effective model for delivering these overall services. For example, one common approach among police agencies is that the City pays a one-time cost to allow the selected Contractor to develop Protocols, which would include full custom program creation, manuals, courses, forms, and instructor materials. This is followed by subsequent a recommended number of live -fire qualification shooting days which includes, but is not limited to: live instruction, training materials, record - keeping, problem -shooter diagnostics, on -the -spot corrections and post -session reports.

Proposer is asked to articulate using its expertise so that the City fully understands the methodologies recommended. This should include the number and hours to be conducted for range days.

Proposer shall identify what expenses it considers "all inclusive" and what expenses and services the Placentia Police Department will be asked to obtain and cover costs for these expenses. For example, but not limited to, ammunition and targets. Proposer shall also identify tasks the Placentia Police Department will be responsible for arranging and/or paying.

The City of Placentia typically pays its contractors within 45 days of invoice. 165

The Placentia Police Department intends to request that its City Council approve a five-year contract for these services. Therefore, Proposers shall identify any cost increases it seeks, over the five-year period, so that this topic can be addressed in the Professional Services Agreement ultimately executed. The Police Department also intends to secure third party firing range maintenance, cleaning and hazardous waste disposal, under a separate vendor solicitation.

EVALUATION OF QUALIFICATIONS AND INFORMATION:

Responses to the Request for Proposals will be evaluated on the basis of various factors, including, but not limited to, the following:

1. Relevant experience and qualifications of firm, and designated project management staff, other key personnel and sub -consultants, if any;

2. Methodology/Project Approach;

3. Proposal Pricing; and,

4. Responsiveness to the Request for Proposals
EXAMINATION AND INTERPRETATION OF RFP/QUESTIONS:

Each Proposer shall be solely responsible for examining the enclosed RFP Documents, including any Addenda issued during the proposal period, and for informing itself with respect to any and all conditions, which may in any way affect the amount or nature of the proposal/response, or the performance of the services in the event the proposer is selected and an agreement between the City and the proposer is entered into.

It is the responsibility of each Proposer to inquire to the City, prior to submission of its proposal, regarding any aspect of this RFP with respect to which the proposer needs clarification or interpretation. Any inquiries must be done via the PlanetBids portal. Responses to inquiries, if they change or clarify the RFP in a material manner, will be forwarded by written addenda to all parties via the PlanetBids portal. The City shall not be bound by, and each Proposer shall not rely on, any oral interpretation or clarification of the RFP.

SUBMISSION GUIDELINES/REQUIREMENTS:

Respondents to this RFP should, at a minimum, provide the information requested below.

Interested companies are encouraged to provide additional information not specifically identified below that would help to demonstrate their firm's qualifications to provide firearms training services for the Placentia Police Department. Proposers should not assume their past or current experience with the City demonstrates knowledge of the City's current needs or that the City representatives that will review the responses possess knowledge of this experience. The evaluation of each response will be based upon the evaluation criteria applied to the proposals submitted.

All responses shall be prepared by and at the expense of the Proposer.

Each response shall be executed by proposer or its authorized officer(s).

Each response shall be formatted to provide the following information in sequence:
166

A. Organizational Information
A.1 Provide your firm's legal / official name and any DBA's used by your firm.

A.2 Provide your firm's organizational structure (e.g. corporation, partnership, limited liability company, etc.), jurisdiction in which your firm is organized, and the date of such organization.

A.3 Provide your firm's Federal Tax Identification Number.

A.4 Provide the name, address, telephone, fax numbers and e-mail address of the person(s) who will serve as the contact(s) to the City with regard to the RFP response, with authorization to make representations on behalf of and to bind your firm; A.5 Provide applicable signature documentation pursuant to your firm's organizational structure verifying the authority of the person signing the RFP response to commit to its proposal on behalf of your firm.

A.6 Provide a statement that your firm accepts all conditions and requirements contained in this RFP, or a description of any exceptions thereto.

B. Successful Completion of Similar Service Arrangements B.1 Identify the years of experience that you or your firm has provided Firearms Training and Qualification services to public safety departments.

B.2 List any contracts your firm currently has/had in the recent past (last 5 years), similar to the Placentia Police Department's requirements. Give the name and phone number of a contact person for each reference.

D.3 State any complaints your firm has received within the past two years, if any.

PUBLIC RECORDS ACT:

Responses to this RFP become the exclusive property of the CITY and may be subject to the California Public Records Act. Those elements, if any, in each proposal which are trade secrets as that term is defined in California Civil Code § 3426.1(d) or otherwise exempt by law from disclosure and which are prominently marked as "TRADE SECRET", "CONFIDENTIAL", or "PROPRIETARY" may not be subject to disclosure. The CITY shall not in any way be liable or responsible for the disclosure of any such records including, without limitation, those so marked if disclosure is deemed to be required by law or by an order of a Court of competent jurisdiction.

Proposers that indiscriminately identify all or most of their proposal as exempt from disclosure without justification may be deemed non -responsive.

In the event the City is required to defend an action on a Public Records Act request for any of the contents of a proposal marked "confidential", "proprietary", or "trade secret", the proposer agrees, upon submission of its proposal for City's consideration, to defend and indemnify the City from all costs and expenses, including attorneys' fees, in any action or for any liability arising under the Public Records Act.

ADDITIONAL INFORMATION:
167

The City reserves the right to investigate the qualifications of all firms under consideration and to confirm any party of the information furnished by a proposer, or to require other evidence of managerial, financial or other capabilities which are considered necessary for successful performance of the agreement. Additional information may be sought from respondents to this RFP process if, in the opinion of the City's evaluation team, such information is necessary in order to complete the evaluation process. During its evaluation process, the City reserves the right to collect and utilize information through its own efforts related to the qualifications of respondents to this Request for Proposals.

Attached is the sample Professional Services Agreement that ultimately will be executed between the City of Placentia and successful firm. Please identify any exceptions to elements of the standard Professional Services Agreement, in your Proposal. 168

Agenda Item No: 1.k

PLACENTIA CITY COUNCIL AGENDA REPORT
Meeting Date: July 21, 2026
Submitted by: Teri Knutson
From: Police Department
Subject:

AWARD OF CONTRACT FOR POLICE DEPARTMENT PERSONNEL BACKGROUND

INVESTIGATION SERVICES WITH HALO CONFIDENTIAL INVESTIGATIONS LLC Financial Impact:

Expense: $ 60,000 Annual Amount
Budget: $ 60,000 Per Fiscal Year
$300,000 Five -Year Term's Contract Total (2026-2031)
Summary:

The Police Department released a Request for Proposals for Personnel Background Investigation Services on April 2, 2026, with Proposals due on April 30, 2026. Nine (9) firms responded by the deadline. After a review by Police Department Staff of the nine submissions, it is recommended that HALO Confidential Investigations LLC be awarded a five-year agreement for a not -to -exceed amount of $60,000 per fiscal year.

Recommended Action:

It is recommended that the City Council:

1. Approve the Professional Services Agreement with HALO Confidential Investigations LLC to provide Personnel Background Investigation Services to the Placentia Police Department for a cumulative contract not -to -exceed $300,000 ($60,000 per fiscal year) for a five-year term, with two additional one-year optional terms; and

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

Strategic Plan Statement:

By awarding this contract, the City continues to meet Strategic Goal No. 2, Public Safety to provide a safe, family -friendly environment through proactive policing, efficient fire and emergency medical services, disaster preparedness, and strong community partnerships that protect residents, businesses and visitors.

Discussion:

The Placentia Police Department released a Request for Proposals (RFP) to provide as - needed Personnel Background Investigation Services. HALO Confidential Investigations has been providing the services for over a decade. Placentia's Purchasing Policy requires that contract exceeding $40,000 be formally bid and submitted to the City Council for approval. As 169

the proposed term is for five years, in the aggregate, the amount awarded to the Contractor will exceed that $40,000 amount (i.e., $300,000 over five years).

The Proposed Contractor will conduct pre -employment screenings of applications for sworn, non -sworn, civilian, paid and volunteer positions for workers tentatively selected for employment by the Placentia Police Department. Background Investigations fall into three categories, with the most extensive being for Sworn/Laterals. HALO Confidential Investigations will also conduct Background Investigations on Reserve/Supervisor/Expertise Civilians and Basic Civilian/Cadet/PSO/PCO/Administrative positions.

The following nine companies submitted proposals:

1. aINSIGHT (New Port Richey, Florida)

2. BBS Solutions, Inc (Temecula, CA

3. Driscoll & Associates, LLC (Murrieta, CA)

4. HALO Confidential Investigations LLC (Claremont, CA)

5. LM Investigations (Huntington Beach, CA)

6. Nevins Professional Investigations (Oak Hills, CA)

7. Palicon Group (Riverside, CA)

8. The Gumshoe Group (Vacaville, CA)

9. TruView BSI, LLC (Melville, New York)
With the highest score from RFP reviewers, HALO Confidential Investigations is recommended by the Police Department. The firm has extensive public safety experience, submitted a consistent methodology towards initiating and completing the Background Investigation assignments, and had Proposal Pricing in keeping within Placentia's budgetary needs. Proposers were asked to identify any cost increases proposed over the life of the five- year agreement, so the Police Department would be obtaining a full picture of cost implications while it reviewed the nine Proposals. This also ensures transparency in contract terms to be submitted to the City Council since the contract is for a five-year term.

Financial Summary:

The Agreement with HALO Confidential Investigations is for a five-year period, with two additional one-year extensions, to be exercised at the City's sole discretion based upon the performance by the Contractor. The Police Department budgets $60,000 per fiscal year to cover background investigations for all potential personnel classifications. Funding for this work continues to be budgeted annually in the Police Department's Operating Budget.

Accordingly, sufficient funds exist for the recommended action.

Attachments
RFP - Placentia Personnel Background Investigations.pdf PD Background Investigations Agreement 2026 to 2031.pdf 170

CITY OF PLACENTIA NOTICE INVITING PROPOSALS
for

PERSONNEL BACKGROUND INVESTIGATION SERVICES FOR THE

PLACENTIA POLICE DEPARTMENT
NOTICE IS HEREBY GIVEN that the City of Placentia is requesting Proposals from companies that are interested in providing Police Department Personnel Background Investigation services as requested by the Placentia Police Department. Your response to this Request for Proposals must be received prior to the closing date and time of 3:00 P.M., local time, Monday, May 4, 2026.

DESCRIPTION OF WORK: The purpose of this correspondence is to invite your company to submit a proposal to the City of Placentia to provide Personnel Background Investigation Services for the Placentia Police Department generally understood within the field of municipal law enforcement. Responses to this Request for Proposals will be evaluated on the basis of various factors including, but not limited to: demonstrated and successful completion of services of similar scope and size; other cities' and clients' evaluations of the proposer's prior or current services and any actions taken by such cities or clients regarding the proposer; and degree to which the proposer's response ascertains and addresses the City's needs and priorities. The City expects to execute an Agreement for a five-year term, with work commencing on July 1, 2026. The sample Professional Services Agreement is included in this RFP.

OBTAINING RFP DOCUMENTS: All aspects of this RFP will be managed on the City of Placentia's PlanetBids portal. The City uses PlanetBids as its centralized online bidding system for the procurement of goods, equipment and services. Interested proposers are encouraged to register via the City's website link under Bids & RFPs at www.placentia.org . Proposals must be submitted electronically only via the City's PlanetBids portal.

All proposals must be submitted via PlanetBids by 3:00 p.m. on Monday, May 4, 2026. Late proposals or proposals submitted via paper copy, fax, email, or hand delivered, will not be accepted for any reason.

QUESTIONS, ANSWERS AND ADDENDA TO THE RFP: Prior to the RFP submission deadline, questions may arise regarding the specifications or administrative matters. Any questions related to the proposal process must be posed through the PlanetBids portal under this specific RFP. Questions and responses will be posted to ensure all prospective proposers are provided the information. All questions must be submitted no later than Thursday, April 20, 2026, and the City will endeavor to respond to questions as they are posted. It is the responsibility of each proposer to maintain their PlanetBids profile and check the City's website for all addenda and updates. Once the proposals are received, all correspondence will be sent via email and only to the authorized person on the Proposal Letter. The City is not responsible for emails that are sent to spam files and not received in a timely manner.

EVALUATION OF PROPOSALS AND AWARD OF CONTRACT: This solicitation has been developed in the Request for Proposal (RFP) format. Accordingly, Proposers should take note that multiple factors will be considered by the City in selecting the most qualified firm and awarding of the Contract. The City of Placentia reserves the right to reject any or all proposals, to waive any informal or irregularity in any proposal received, and to be the sole judge of the merits of the respective proposals received. The Proposer shall guarantee that all contents of their proposal shall be valid for a period of 90 calendar days from the due date of proposals. 171

TO: ALL PROSPECTIVE OFFERORS
DATE: APRIL 9, 2026
SUBJECT: REQUEST FOR PROPOSALS TO PROVIDE PERSONNEL BACKGROUND

INVESTIGATION SERVICES AS REQUESTED BY THE PLACENTIA

POLICE DEPARTMENT
PURPOSE:

The City of Placentia ("City") is requesting Proposals from qualified Personnel Background Investigations firms to provide as -needed Background Investigations services for the Placentia Police Department. These services include but are not limited to a thorough background investigation of Placentia Police Department applications, as assigned. At the conclusion of each assigned background investigation, Contractor shall submit a background file for each applicant to include all items verified and collected during the investigation process.

The Placentia City Council will be asked to approve a five-year Agreement for these services.

SCOPE OF WORK:

Contractor shall conduct pre -employment screenings of applicants, whether paid or volunteer, sworn or civilian, to screen for possible past and current criminal activity, sex registrants, fraud and any other issues of integrity which could be detrimental to City. Contractor will verify credit history, social media, education and credentials, past contact with police agencies, review the respective Applicant's Personal History Statements and Pre -investigative Questionnaires, and arrange for a polygraph and review, if required.

Contractor will verify Military Service/Registration. Contractor will verify Court documents for Dissolution of Marriage, Marriages, etc. An online data screening will also be conducted, including a TLO screening. The Contractor will provide a written report with each screening conducted. Like most police agencies, the Placentia Police Department uses main Personnel categories, with the specific background investigation items provided in further detail below under "Current Personnel Categorization System."
The Placentia Police Department has historically used three main Personnel categories, ranging from Volunteers to Sworn Officer positions. Proposers are asked to provide a similar approach to that used by Placentia (as well as many other police agencies) by identifying the background investigative items per main Personnel category. Proposers are invited to identify and offer a different means of main Personnel categorization and the items under each category, than that from the current system as described below under "Current Personnel Categorization System." In identifying the current system, it is not the City's intention to limit a Proposer's approach, methodology, or costing principles. Providing the current system is offered as a courtesy to potential proposers.

Proposer shall identify the cost and approach towards achieving the background investigation needs identified in each Personnel category. Currently, the Police Department has a pre-set all- inclusive cost for the three main Personnel categories, and identifies that "partial" screenings 172

may occur, with an associated price. While Proposers may wish to offer a different approach to the existing Personnel categorization methodology, in doing so, Proposer is asked to articulate using its expertise so that the City fully understands the methodology recommended.

Proposer shall identify what expenses it considers "all inclusive" and what expenses the Placentia Police Department will cover. For example, but not limited to, mailings, forms, polygraph, live scan, notary, etc. Also, Proposer should identify the costs it would plan to bill when the candidate is outside the local area, mileage, if applicable. Proposer shall also identify tasks the Placentia Police Department will be responsible for arranging and/or paying.

Further, Proposer shall identify its approach and cost for "partials," as to when an applicant withdraws or is disqualified early -on in the background investigative process.

The Police Department desires that rushed jobs requested by the Police Department shall be completed in half the normal time of a screening, unless the Proposer identifies a differing timeframe.

Only the Placentia Police Department is authorized to direct Contractor to perform tasks and incur fees and expenses. Contractor will conduct the screenings following the POST and Placentia Human Resources Department guidelines on behalf of the Placentia Police Department and will provide the reports as required, in a timely manner. Additional public information research may be conducted per the Police Department's request, reimbursed at Contractor's actual cost, which are not required, but are beneficial to the screenings, such as specific Internet searches.

The Placentia Police Department intends to request that its City Council approve a five-year contract for these services. Therefore, Proposers shall identify any cost increases it seeks, over the five-year period, so that this topic can be addressed in the Professional Services Agreement ultimately executed.

CURRENT PERSONNEL CATEGORIZATION SYSTEM
The following is an outline of the Placentia Police Department's current Personnel Categorization System, including items verified per category, where this information is available. Proposers are invited to use a similar methodology of categorization or offer other categorization models and/or items to be verified using the Proposer's expertise and industry standards.

SWORN LATERALS
- Full POST required backgrounds. National criminal background check, as well as county and state criminal records, SSN verification, address history, sexual offender registry. Background reports include, when available, a criminal and sex offender check, lawsuits, judgments, liens, bankruptcies, home value & property ownership, address history, phone numbers, relatives and associates, neighbors, marriage/divorce records.
- Five local county superior court records searches for Los Angeles, Orange, Riverside, San Bernardino, San Diego, and other previous counties they resided in, including out-of-state if available; criminal and civil searches; driving record
- Separate Attorney General Meagan's Law search for sexual registrants (name and address) - Various other searches such as Google, White Pages, USS, Face Book, social networks, etc. 173

-Contact employer references and personal references. Includes neighbors and home visit if required.
-Conduct file reviews, including I/A's, appraisals, personnel, training, and backgrounds. - Credit report review.
- Polygraph report review if required.
- Interview applicant as needed and Report on findings; complete Background eSOPH.

Partial Background Investigation done for Sworn Lateral -If Applicant fails portion of screening, which is deemed vital (examples = polygraph, lies on application, felony in criminal history) and screening is not near completion.

Sworn/Reserve/Supervisors/Expertise Civilians
-Full POST required backgrounds. National criminal background check, as well as county and state criminal records, SSN verification, address history, sexual offender registry. Background reports include, when available, a criminal and sex offender check, lawsuits, judgments, liens, bankruptcies, home value & property ownership, address history, phone numbers, relatives and associates, neighbors, marriage/divorce records and more - Five local county superior court records searches for Los Angeles, Orange, Riverside, San Bernardino, San Diego, and other previous counties they resided in, including out-of-state if available; criminal and civil searches; driving record
- Separate Attorney General Meagan's Law search for sexual registrants (name and address). - Various other searches such as Google, White Pages, USS, Face Book, social networks, etc. -Contact employer references and personal references.
- Credit report review.
- Polygraph report review.
- Interview applicant as needed and Report on findings; complete Background eSOPH.

Partial Background Investigation done for Sworn/Reserve/Supervisors/Expertise Civilians -If Applicant fails portion of screening, which is deemed vital (examples = polygraph, lies on application, felony in criminal history) and screening is not near completion.

Basic Civilian- Cadet, PSO, PCO, Secretary
174

Partial Background Investigation for Basic Civilian — Cadet, PSO, PCO, Secretary -If Applicant fails portion of screening early on, which is deemed vital (examples = polygraph, lies on application, felony in criminal history) and screening is not near completion.

EVALUATION OF QUALIFICATIONS AND INFORMATION:

Responses to the Request for Proposals will be evaluated on the basis of various factors, including, but not limited to, the following:

1. Relevant experience and qualifications of firm, and designated project management staff, other key personnel and sub -consultants, if any;

2. Methodology/Project Approach;

3. Proposal Pricing; and,

4. Responsiveness to the Request for Proposals
EXAMINATION AND INTERPRETATION OF RFP/QUESTIONS:

Each Proposer shall be solely responsible for examining the enclosed RFP Documents, including any Addenda issued during the proposal period, and for informing itself with respect to any and all conditions, which may in any way affect the amount or nature of the proposal/response, or the performance of the services in the event the proposer is selected and an agreement between the City and the proposer is entered into.

It is the responsibility of each Proposer to inquire to the City, prior to submission of its proposal, regarding any aspect of this RFP with respect to which the proposer needs clarification or interpretation. Any inquiries must be made via the PlanetBids portal. Responses to inquiries, if they change or clarify the RFP in a material manner, will be forwarded by written addenda to all parties via the PlanetBids portal. The City shall not be bound by, and each Proposer shall not rely on any oral interpretation or clarification of the RFP.

SUBMISSION GUIDELINES/REQUIREMENTS:

Respondents to this RFP should, at a minimum, provide the information requested below.

Interested companies are encouraged to provide additional information not specifically identified below that would help to demonstrate their firm's qualifications to provide background investigation services for the Placentia Police Department. Proposers should not assume their past or current experience with the City demonstrates knowledge of the City's current needs or that the City representatives that will review the responses possess knowledge of this experience.

The evaluation of each response will be based upon the evaluation criteria applied to the proposals submitted.

All responses shall be prepared by and at the expense of the Proposer.

Each response shall be executed by proposer or its authorized officer(s).

Each response shall be formatted to provide the following information in sequence:
175

A. Organizational Information
A.1 Provide your firm's legal / official name and any DBA's used by your firm.

A.2 Provide your firm's organizational structure (e.g. corporation, partnership, limited liability company, etc.), jurisdiction in which your firm is organized, and the date of such organization.

A.3 Provide your firm's Federal Tax Identification Number.

A.4 Provide the name, address, telephone, fax numbers and e-mail address of the person(s) who will serve as the contact(s) to the City with regard to the RFP response, with authorization to make representations on behalf of and to bind your firm; A.5 Provide applicable signature documentation pursuant to your firm's organizational structure verifying the authority of the person signing the RFP response to commit to its proposal on behalf of your firm.

A.6 Provide a statement that your firm accepts all conditions and requirements contained in this RFP, or a description of any exceptions thereto.

B. Successful Completion of Similar Service Arrangements B.1 Identify the years of experience that you or your firm has provided Personnel Background Investigation services to public safety departments.

B.2 List any contracts your firm currently has/had in the recent past (last 5 years), similar to the Placentia Police Department's requirements. Give the name and phone number of a contact person for each reference.

D.3 State any complaints your firm has received within the past two years, if any.

PUBLIC RECORDS ACT:

Responses to this RFP become the exclusive property of the CITY and may be subject to the California Public Records Act. Those elements, if any, in each proposal which are trade secrets as that term is defined in California Civil Code § 3426.1(d) or otherwise exempt by law from disclosure and which are prominently marked as "TRADE SECRET", "CONFIDENTIAL", or "PROPRIETARY" may not be subject to disclosure. The CITY shall not in any way be liable or responsible for the disclosure of any such records including, without limitation, those so marked if disclosure is deemed to be required by law or by an order of a Court of competent jurisdiction.

Proposers that indiscriminately identify all or most of their proposal as exempt from disclosure without justification may be deemed non -responsive.

In the event the City is required to defend an action on a Public Records Act request for any of the contents of a proposal marked "confidential", "proprietary", or "trade secret", the proposer agrees, upon submission of its proposal for City's consideration, to defend and indemnify the City from all costs and expenses, including attorneys' fees, in any action or for any liability arising under the Public Records Act.

ADDITIONAL INFORMATION:
176

The City reserves the right to investigate the qualifications of all firms under consideration and to confirm any party of the information furnished by a proposer, or to require other evidence of managerial, financial or other capabilities which are considered necessary for successful performance of the agreement. Additional information may be sought from respondents to this RFP process if, in the opinion of the City's evaluation team, such information is necessary in order to complete the evaluation process. During its evaluation process, the City reserves the right to collect and utilize information through its own efforts related to the qualifications of respondents to this Request for Proposals.

Attached is the sample Professional Services Agreement that ultimately will be executed between the City of Placentia and successful firm. Please identify any exceptions to elements of the standard Professional Services Agreement, in your Proposal. 177

CITY OF PLACENTIA

PROFESSIONAL SERVICES AGREEMENT
WITH

HALO CONFIDENTIAL INVESTIGATIONS LLC
THIS AGREEMENT is made and entered into this 21st day of July, 2026 ("Effective Date"), by and between the CITY OF PLACENTIA, a municipal corporation ("City"), and HALO CONFIDENTIAL INVESTIGATIONS LLC, a California corporation ("Consultant").

WITNESSETH:

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

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

1.0. SERVICES PROVIDED BY CONSULTANT

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

1.2. Professional Practices. All professional services to be provided by Consultant pursuant to this Agreement shall be provided by personnel experienced in their respective fields and in a manner consistent with the standards of care, diligence and skill ordinarily exercised by professional consultants in similar fields and circumstances in accordance with sound professional practices. Consultant also warrants that it is familiar with all laws that may affect its performance of this Agreement and shall advise City of any changes in any laws that may affect Consultant's performance of this Agreement. Consultant shall keep itself informed of State and

Federal laws and regulations which in any manner affect those employed by it or in any way affect the performance of its service pursuant to this Agreement. The Consultant shall at all times observe and comply with all such laws and regulations. Officers and employees shall not be liable at law or in equity occasioned by failure of the Consultant to comply with this Section.

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

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

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

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

1.6. Non -Exclusive Agreement. Consultant acknowledges that City may enter into agreements with other consultants for services similar to the services that are subject to this

Agreement or may have its own employees perform services similar to those services contemplated by this Agreement.

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

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

2.0. COMPENSATION AND BILLING

2.1. Compensation. Consultant shall be paid in accordance with the fee schedule set forth in Exhibit "A". Consultant's total compensation shall not exceed Sixty Thousand Dollars ($ $60,000) per Fiscal Year, unless authorized herein.

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

Should the City request in writing additional services that increase the hereinabove described "Scope of Services", an additional fee based upon the Consultant's standard hourly rates shall be paid to the Consultant for such additional services. Such increase in additional fees shall be limited to 10% of the total contract sum. The City Administrator is authorized to approve a Change Order for such additional services. Where the original contract is $40,000.00 or less, City Council approval shall be required prior to any increase bringing the total compensation to more than $40,000.00.

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

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

2.4. Records and Audits. Records of Consultant's services relating to this Agreement shall be maintained in accordance with generally recognized accounting principles and shall be

made available to City or its Project Manager for inspection and/or audit at mutually convenient times for a period of three (3) years from the Effective Date.

3.0. TIME OF PERFORMANCE

3.1. Commencement and Completion of Work. The professional services to be performed pursuant to this Agreement shall commence within five (5) days from the Effective Date of this Agreement. Said services shall be performed in strict compliance with the Project Schedule approved by City as set forth in Exhibit "A". 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 control of the Consultant is encountered, a time extension may be mutually agreed upon in writing by the City and the Consultant. The Consultant shall present documentation satisfactory to the City to substantiate any request for a time extension.

4.0. TERM AND TERMINATION

4.1. Term. This Agreement shall commence on July 21, 2026, and continue for a period of 60 months, ending on June 30, 2031, unless previously terminated as provided herein or as otherwise agreed to in writing by the parties. This Agreement may also be extended for two additional one-year terms based on the City's sole discretion.

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

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

The City shall have the right, notwithstanding any other provisions of this Agreement, to terminate this Agreement, at its option and without prejudice to any other remedy to which it may be entitled at law, in equity or under this Agreement, immediately upon service of written notice of termination on the Consultant, if the latter should:

a. Be adjudged a bankrupt;
b. Become insolvent or have a receiver of its assets or property appointed because of insolvency;
c. Make a general assignment for the benefit of creditors; d. Default in the performance of any obligation or payment of any indebtedness under this Agreement;
e. Suffer any judgment against it to remain unsatisfied or unbonded of record for thirty (30) days or longer; or
f. Institute or suffer to be instituted any procedures for reorganization or rearrangement of its affairs.

4.3. Compensation. In the event of termination, City shall pay Consultant for reasonable costs incurred and professional services satisfactorily performed up to and including the date of City's written notice of termination within thirty-five (35) days after service of the notice of termination. Compensation for work in progress shall be prorated based on the percentage of work completed as of the effective date of termination in accordance with the fees set forth herein. In ascertaining the professional services actually rendered hereunder up to the effective date of termination of this Agreement, consideration shall be given to both completed work and work in progress, to complete and incomplete drawings, and to other documents pertaining to the services contemplated herein whether delivered to the City or in the possession of the Consultant. City shall not be liable for any claim of lost profits.

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

5.0. INSURANCE

5.1. Insurance. The Contractor and all subcontractors, if any, shall procure and maintain, at its sole cost and expense, in a form and content satisfactory to City, during the entire term of this Agreement including any extension thereof, insurance as set forth in Exhibit "B" attached hereto and incorporated herein by this reference.

Neither the City nor any of its officers, officials, agents, employees, or volunteers makes any representation that the types of insurance and the limits specified to be carried by Consultant under this Agreement are adequate to protect Consultant. If Consultant believes that any such insurance coverage is insufficient, Consultant shall provide, at its own expense, such additional insurance as Consultant deems adequate.

5.2. Deductible or Self -Insured Retention. If any of such policies provide for a deductible or self -insured retention to provide such coverage, the amount of such deductible or self -insured retention shall be approved in advance by City. No policy of insurance issued as to

which the City is an additional insured shall contain a provision which requires that no insured except the named insured can satisfy any such deductible or self -insured retention.

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

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 Consultant may be held responsible for payments of damages to persons or property.

6.0. GENERAL PROVISIONS

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

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

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

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

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

6.4. Notices. Any notices, documents, correspondence, or other communications concerning this Agreement, or the work hereunder may be provided by personal delivery, facsimile or if mailed, shall be addressed as set forth below and placed in a sealed envelope, postage prepaid, and deposited in the United States Postal Service. Such communication shall be deemed served or delivered: a) at the time of delivery if such communication is sent by personal delivery; b) at the time of transmission if such communication is sent by facsimile; and c) 72 hours after deposit in the U.S. Mail as reflected by the official U.S. postmark if such

communication is sent through regular United States mail.

IF TO CONSULTANT:

Halo Confidential Investigations
LLC
2209 E. Baseline Road, #300-305
Claremont, CA 91711
Tel: 909-210-0172
Attn: Jon Strash, CEO
IF TO CITY:

City of Placentia
401 E. Chapman Ave.

Placentia, CA 92870
Tel: (714) 993-8200
Attn: Brad Butts, Chief of
Police

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

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

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

6.8. Indemnification and Hold Harmless. Consultant agrees to protect, defend, indemnify, and hold free and harmless the City, its officers, officials, agents, employees, and volunteers, at Consultant's sole expense, from and against any and all claims, liabilities, demands, actions, expenses, damages, suits, or other legal proceedings brought against the City, its officers, officials, agents, employees, and volunteers arising out of or in any way connected with the performance of the Consultant, its employees, and/or authorized subcontractors' work undertaken pursuant to this Agreement including all acts or omissions, willful misconduct or negligent conduct, whether active or passive, on the part of the Consultant, its employees and/or subcontractors. The defense obligation provided for hereunder shall apply without any advance showing of negligence, recklessness, or willful misconduct by the Consultant, its employees, and/or authorized subcontractors, but shall be required whenever any claim, action, complaint, or suit asserts as its basis the negligence, recklessness, or willful misconduct of the Consultant, its employees, and/or authorized subcontractors, and/or whenever any claim, action, complaint or suit asserts liability against the City, its officers, officials, agents, employees, and volunteers based upon the work performed by the Consultant, its employees, and/or authorized subcontractors under this Agreement, whether or not the Consultant, its employees, and/or authorized subcontractors are specifically named or otherwise

asserted to be liable, and whether or not there is any evidence of fault or wrongdoing by the Consultant, its employees and/or its subcontractors. Notwithstanding the foregoing, the Consultant shall not be liable for the defense or indemnification of the City for claims, actions, complaints or suits arising out of the sole active negligence or willful misconduct of the City.

This provision shall supersede and replace all other indemnity provisions contained either in the City's specifications or Consultant's Proposal, which shall be of no force and effect.

6.9. Independent Contractor. Consultant is and shall be acting at all times as an independent contractor and not as an employee of City. Consultant shall have no power to incur any debt, obligation, or liability on behalf of City or otherwise act on behalf of City as an agent. Neither City nor any of its agents shall have control over the conduct of Consultant or any of Consultant's employees, except as set forth in this Agreement. Consultant shall not, at any time, or in any manner, represent that it or any of its or employees are in any manner agents or employees of City. Consultant shall secure, at its sole expense, and be responsible for any and all payment of Income Tax, Social Security, State Disability Insurance Compensation, Unemployment Compensation, and other payroll deductions for Consultant and its officers, agents, and employees, and all business licenses, if any are required, in connection with the services to be performed hereunder. Consultant shall indemnify and hold City harmless from any and all taxes, assessments, penalties, and interest asserted against City by reason of the independent contractor relationship created by this Agreement. Consultant further agrees to indemnify and hold City harmless from any failure of Consultant to comply with the applicable worker's compensation laws. City shall have the right to offset against the amount of any fees due to Consultant under this Agreement any amount due to City from Consultant as a result of Consultant's failure to promptly pay to City any reimbursement or indemnification arising under this paragraph.

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

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

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

6.12. Ownership of Documents. All findings, reports, documents, information, and data including, but not limited to, computer tapes or discs, preliminary notes, working documents, files, and tapes furnished or prepared by Consultant or any of its subcontractors in the course of performance of this Agreement, shall be and remain the sole property of City. Consultant

agrees that any such documents or information shall not be made available to any individual or organization without the prior consent of City but shall be made available to the City within ten (10) days of request or within ten (10) days of termination. Any use of such documents for other projects not contemplated by this Agreement, and any use of incomplete documents, shall be at the sole risk of City and without liability or legal exposure to Consultant. City shall indemnify and hold harmless Consultant from all claims, damages, losses, and expenses, including attorneys' fees, arising out of or resulting from City's use of such documents for other projects not contemplated by this Agreement or use of incomplete documents furnished by Consultant.

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

6.13. Public Records Act Disclosure. Consultant has been advised and is aware that this Agreement and all reports, documents, information, and data, including, but not limited to, computer tapes, discs, or files furnished or prepared by Consultant, or any of its subcontractors, pursuant to this Agreement and provided to City may be subject to public disclosure as required by the California Public Records Act (California Government Code Section 7920.000 et seq.).

Exceptions to public disclosure may be those documents or information that qualify as trade secrets, as that term is defined in the California Government Code Section 7924.510, and of which Consultant informs City of such trade secret. The City will endeavor to maintain as confidential all information obtained by it that is designated as a trade secret. The City shall not, in any way, be liable or responsible for the disclosure of any trade secret including, without limitation, those records so marked if disclosure is deemed to be required by law or by order of the Court.

6.14. Conflict of Interest. Consultant and its officers, employees, associates, and subconsultants, if any, will comply with all conflict of interest statutes of the State of California applicable to Consultant's services under this agreement, including, but not limited to, the Political Reform Act (Government Code Sections 81000, et seq.) and Government Code Section 1090. During the term of this Agreement, Consultant and its officers, employees, associates, and subconsultants shall not, without the prior written approval of the City Representative, perform work for another person or entity for whom Consultant is not currently performing work that would require Consultant or one of its officers, employees, associates, or subconsultants to abstain from a decision under this Agreement pursuant to a conflict of interest statute. Consultant's duties and services under this Agreement shall not include preparing or assisting the City with any portion of the City's preparation of a request for proposals, request for qualifications, or any other solicitation regarding a subsequent or additional contract with the City. The City shall at all times retain responsibility for public contracting, including with respect to any subsequent phase of this project. Consultant's participation in the planning, discussions, or drawing of project plans or specifications shall be limited to conceptual, preliminary, or initial plans or specifications. Consultant shall cooperate with the public entity to ensure that all bidders for a subsequent contract on any subsequent phase of this project, if any, have access to the same information, including all conceptual, preliminary, or initial plans or specifications prepared by Consultant pursuant to this Agreement.

6.15. Responsibility for Errors. Consultant shall be responsible for its work and results under this Agreement. Consultant, when requested, shall furnish clarification and/or explanation as may be required by the City's representative, regarding any services rendered under this

Agreement at no additional cost to City. In the event that an error or omission attributable to Consultant occurs, then Consultant shall, at no cost to City, provide all necessary design drawings, estimates and other Consultant professional services necessary to rectify and correct the matter to the sole satisfaction of City and to participate in any meeting required with regard to the correction.

6.16. Prohibited Employment. Consultant will not employ any regular employee of City while this Agreement is in effect.

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

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

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

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

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

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

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

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

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

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:

Rosanna Ramirez, Acting City Administrator
ATTEST:

City Clerk and ex -officio Clerk
of the City of Placentia
CONSULTANT:
6_2&
Signature
?
Jon Strash, CEO
37 eo.

Social Security or Taxpayer ID Number
Date:

APPROVED AS TO FORM:

Date:

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

Date:

Cyndi Alvarenga, Risk Management Analyst
DEPARTMENTAL APPROVAL:.

Brad Bu,C ref of Police
Date:
(Z.2 Y/2-6

EXHIBIT A

CONSULTANT'S PROPOSAL AND SCOPE OF WORK
Consultant's response to the City's Request for Proposal and Pricing will be placed here.

CONFIDENTIAL

INVESTIGATIONS

JON STRASH
OWNER
ESIS ={PI26G16

PERSONNEL BACKGROUND INVESTIGATION

SERVICES

EXHIBIT A
FOR RFP # PD26.01

CONFIDENTIAL

CITY OF PLACENTIA

PLACENTIA POLICE DEPARTMENT
April ≥026
3 1-IALO CONFIDENTIAL INVESTIGATIONS LL(`
Jon Strash, CEO

CITY OF PLACENTIA
401 E. Chapman Ave. Placentia, CA 92870
(714) 993-8164
July 1, 2026- July 1, 2031
Personnel Background Investigations
Y: PD26.0
Pricing Tiers A + to B

CONFIDENTIAL

PERSONNEL BACKGROUND INVESTIGATIONS
From July 2_ 24)
TIER A+ (Sworn Laterals) 51,800*
-Includes Applicants with prior Law Enforcement Backgrounds. (Only 4 have been completed since 01/2024). Full POST required backgrounds. National criminal background check, as well as county and state criminal records, SSN verification, address history, sexual offender registry. Background reports include, when available, a criminal and sex offender check, lawsuits, judgments, liens, bankruptcies, home value & property ownership, address history, phone numbers, relatives and associates, neighbors, marriage/divorce records and more (:additional TLO cost S20 if not PPD:
currently no cost through PPD).
-5 local county superior court records searches for Los Angeles, Orange, Riverside, San Bernardino, San Diego, and other previous counties they resided in, including out-of-state if available; criminal and civil searches; driving record (additional court cost 'fatty, included). - Separate Attorney General Meagan's Law search for sexual registrants (name and address) -Various other searches such as Google, White Pages, USS, Face Book, social networks, etc. - Contact employer references and personal references. Includes neighbors and home visit if required.

Find and contact additional secondary references.
-Conduct file reviews, including I/A's, appraisals, personnel, training, and backgrounds, including other agencies eSOPH Profiles.
- Credit report review.
-Polygraph report review if required.
- Interview applicant as needed, including any discrepancy interviews, and Report on findings (POST Narrative); complete Background eSOPH.
-Complete eSOP.H Tasks as required, ALL Tiers, including:
o Initial new assignment to HALO CEO by PPD Sergeant through email. o Assign HALO Investigator in eSOPI-I based on Applicant residence, employment, availability of investigators, Applicant's History/Experience, and compatibility. Only investigators experienced with PPD investigations process are used.
o Send assignment email to Applicant, with copies to Sgt and Investigator_ Includes 10 -day target for completion of Profile and Documents.
o Place information in eSOPH to open Applicant Profile, with notes and Investigator assigned.

Update Status. Review any Profile available.
4 o Take basic Applicant information and conduct a TLO (The Last One) Data Search (Trans Union), review results, send copies to Sgt & Investigator with any concerns. Upload report to eSOPH.
o Complete PPD Automated inquiry Request Form on Applicant, send copies to PPD Records Supervisor, Sgt and Investigator. Copy uploaded to eSOPH. o Monitor Applicant to make sure Profile is being completed and contact Applicant if any issues.

Once completed, Status updated in eSOPH. CEO monitors progress of Background and updates Sgt with any concerns. All Profile and documents are reviewed. o Sgt is contacted to see if a polygraph is requested, and if so, it is scheduled after the Interview (in -person or virtual depending on locale of the applicant, their availability, and COVID; Sgt contacted). Results are reviewed and the Sgt is contacted. o All files available are reviewed (1/A's, appraisals, personnel, training, and backgrounds; military and credit; other agencies eSOPH Profiles).
o Throughout the Background any concerns are passed to the Sgt to see if a different approach is requested, and to confirm the Department wants to continue to the completion. If we can save the Department time and cost, and concentrate on other candidates, HALO will do so. o eSOPH notifications by email are monitored throughout the day. o A11 personal identifying information will be verified, including birth, CDL, Social Security, Selective Service, Marriage, etc.
o Personal References, Relatives, Employers, Supervisors, Co-workers, Neighbors, Secondary References, Education (including transcripts & accreditation), Criminal Record agency checks in close proximity to the Applicant), and any/all Law Enforcement agencies applied to, will be contacted/documented.
o Once the Background is completed, or if a Disqualification or Non -Select, a narrative/memo will be completed unless the Sgt does not require one (Withdrawals or similar). The CEO/Qualified Manager is assigned the eSOPH Background, and reviewed for completeness, especially that the Investigator Tasks are signed off, the References have been contacted, and the Narrative/Memo is reviewed/edited. If any concerns are raised, the Investigator will update and re -submit, and be reviewed.
o Once complete, the status is updated to Hiring Authority Review and the Sgt is assigned by HALO. Any concerns will be addressed (rare), and re -submitted. o Once the Background has gone through, the Department is Invoiced by HALO by email to the Sr. Analyst, along with those Backgrounds completed in the last month. o HALO assists with any CA POST Audits when needed throughout the year. All Audits of the HALO portion have passed POST inspection since 2012.

Partial A+ $1,400^
-If Applicant fails portion of screening, which is deemed vital (examples = polygraph, lies on application, felony in criminal history, applicant withdrawal) and screening is not near completion.

TIER A Sworn/ reserve/Su oevAs©rs i xpertise Civilians) $1,600* - Full POST required backgrounds. National criminal background check, as well as county and state criminal records, SSN verification, address history, sexual offender registry. Background reports include, when available, a criminal and sex offender check, lawsuits, judgments, liens, bankruptcies, home value & property ownership, address history, phone numbers, relatives and associates, neighbors, marriage/divorce records and more (additional TLO cost $20 if not PPD). - 5 local county superior court records searches for Los Angeles, Orange, Riverside, San Bernardino, San Diego, and other previous counties they resided in, including out-of-state if available; criminal and civil searches; driving record (additional court cost if any, included). -Separate Attorney General Meagan's Law search for sexual registrants (name and address). - Various other searches such as Google, White Pages, USS, Face Book, social networks, etc. 5 - Contact employer references and personal references. -Credit report review.
- Polygraph report review.
- Interview applicant as needed and Report on findings (POST Narrative); complete Background eSOPH.

Partial A $1,200*
-If Applicant fails portion of screening, which is deemed vital (examples = polygraph, lies on application, felony in criminal history, applicant withdrawal) and screening is not near completion.

TIER_B± (Basic It ivili n Late=rl_,
$1,500*
Partial B+ 51,100*
-If Applicant fails portion of screening early on, which is deemed vital (examples = polygraph, lies on application, felony in criminal history, applicant withdrawal) and screening is not near completion.

TIER B (Basic C ai et, PSO, PCO, Secretarv) $1,400*
Partial B $1,000*
-If Applicant fails portion of screening early on, which is deemed vital (examples = polygraph, lies on application, felony in criminal history, applicant withdrawal) and screening is not near completion. *All-inclusive expenses except as noted and Placentia PD to provide polygraph, Live Scan, Notary, eSOPII: it outside of local area or more detailed screening, PPD covers the lime/cost. 75 miles are included in completed BGI'.s. Additional investigation work or lesser investigations casts will be determined between the Agency and the Client on a case hr case basis. Investigations outside the local area will be charged any costs incurred. inducting miles. air fare, hotel, meals. etc.. with City authorization prior. (Thus flirt since 2012. all outside area investigations have been conducted without any travel needed by HALO. with no issues).

If applicant withdraws or is disqualified early on, depending an amount of time (normally less than 8 hrs.) and cost involved, HALO may charge Placentia by the hourly rate of $60 per hour plus costs ref mileage (. 725 per mile/IRS), actual costs of data searches, and any other costs, not to exceed the Partial. For all BGI, if 8 hours or less are expended for investigators on Partial, including driving time, client may he charged a •y r.. ;its.:' plus any mileage/costs, but never more than the quoted Partial. fee. (An hourly '- costs fee only may be considered in certain cir"C'11mS-tanceS, such as an applicant withdrawing immediately upon assignment of the Background to an mve.rtigator). If additional investigators are needed for safety, their tithe Will be charged at S40 per hour. Late fees ofsimple 10% may be charged if an invoice is not paid within 90 days of dated invoice. and for each 30 -clay period thereafter. Reports may be withheld if no payment is received.

Rush Jobs ' (3 -week target) are available at an additional cost to be agreed upon by the Agency and Client based on the needs of the Client (normally $2,000-42,500). Nine have been conducted since 2020 @ S2,000).

Pea 7, ..,44.144, CEO
04/24/2026
6 HALO CONFIDENTIAL INVESTIGATIONS LLC
Jon Strash. CEO
CITY OF PLACENT.IA
401 E. Chapman Ave. Placentia, CA 92870
(714)993-8164
July I, 2026- July I, 2031.

Personnel Background Investigations
RFP :# PD26y01.

Scope of Work
Preen
�+
- 1 131E'3 fii ,� ellt �.7cr ee171ticiy:

Conduct pre -employment screenings on applicants, whether paid or volunteer, sworn or civilian, to screen for possible past and current criminal activity, sex registrants, fraud. and any other issues of integrity which could be detrimental to the Client. The Agency will verify Credit History, Social Media_ Education and Credentials, past contact with police agencies, review their Personal History Statements and Pre -investigative Questionnaires, and arrange for a polygraph and review if required. Additionally the Agency will verify Military Service/Registration and Court documents for Dissolution of Marriage, Marriages. etc. An online data screening will also be conducted, including a TLO screening. The Agency will provide a written report with each screening conducted. Screenings are conducted in all-inclusive cost Tiers, A+. A, B+, and B. and partials. "Rushed jobs" requested to be completed in half the "normal" time of a screening are available. Each Tier has a pre-set all-inclusive cost and is not based on hourly rates or additional expenses, unless customized by the Client (partials as well). (Sec the attached Tier Scale). It is agreed that only the Client is permitted to authorize Agency personnel to perform tasks and incur fees and expenses. The Agency will conduct the screenings following the POST and Placentia 1 -human Resources guidelines on behalf of the Client, and will provide the reports as required in a timely manner. Additional public information research may be conducted per the Client's request, reimbursed at Agency's actual cost_ which are not required by Human Resources, but are beneficial to the screenings_ such as specific. Internet searches.

Pre -employment Screening Fees
All screenings will be conducted per the Tiers A+, A, B+, and B preset costs (See attached). Any Agency investigator time necessary to conduct additional screening business not included in the Tier will be calculated in tenth -hour (1/10) increments at 560 per hour per investigator (s). The Client understands and agrees that billable time shall include: (a) travel time to and from non -inclusive interviews, surveillances and trials, hearings and depositions; (b) time spent conducting non -inclusive research; (c) additional report or memorandum preparation time billable at % hour per page; (d) time in audits_ court, hearings or depositions, including waiting time and time testifying; and (e) time spent speaking to and meeting with the Client or others as requested by the Client.

Expenses
The Client agrees to reimburse the Agency for all reasonable expenses incurred during and as part of its representation of the Client. Non -inclusive Tier Expenses will be itemized on each invoice by date, description and amount. Reimbursable expenses include, but are not limited to: (a) vehicle mileage at a rate of .725 cents (IRS) per mile: (b) long distance telephone charges; (c) hotel accommodations; (d) coach level airfare; (c) paper, binders, photocopying/printing; (f) the actual cost of digital storage, processing, DVD's, CD's, and similar items: (g) equipment rental; (1T) parking: and (i) meals for agency personnel consumed in connection with necessary activities outside normal business hours of 8:00 a.m. and 5:00 p.m. The Agency will maintain copies of all receipts for individual expenses in excess of 525.00, which will be available upon request. The Agency agrees to obtain the Client's permission before incurring any single expense if it reasonably appears to the

Agency in advance that the expense is likely to exceed S100.00.

Late Payment/Non-Payment
The Client agrees that the Agency may, at its option, charge interest on any amounts paid more than 90 days after date of invoice at a rate of 10% percent simple interest, and per each 30 -day period overdue thereafter. The Client also agrees that the Agency may refer to a collection agency any unpaid balances overdue more than ninety (90) days. The Client agrees to be liable for all costs associated with collection including attorney fees and service of process.
few 7 Stud, CEO 04/24/2026

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 Three Million Dollars ($3,000,000.00) 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
Contractor's personal vehicle insurance meets this requirement. However, Business automobile liability is required 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 Contractor reports it does not have employees, therefore is exempt from this requirement. However, if Contractor retains employees, then Workers' compensation insurance as required by the State of California and Employer's Liability Insurance with a minimum limit of One Million Dollars ($1,000,000.00) per accident for any employee or employees of Consultant. Consultant agrees to waive and to obtain endorsements from

its workers' compensation insurer waiving subrogation rights under its workers' compensation insurance policy against the City, its officers, officials, agents, employees, and volunteers for losses arising from work performed by Consultant for the City and to require each of its subcontractors, if any, to do likewise under their workers' compensation insurance policies.

By signing this Agreement, the Consultant acknowledges and agrees to the following:

I am aware of the provisions of Section 3700 of the Labor Code which require every employer to be insured against liability for Workers' Compensation or to undertake self-insurance in accordance with the provisions of that code, and I will comply with such provisions before commencing the performance of the work of this contract.

The Consultant shall also comply with Section 3800 of the Labor Code by securing, paying for, and maintaining in full force and effect for the duration of this Agreement, complete workers' compensation insurance, and shall furnish a certificate of insurance to the Project Manager before execution of this Agreement by the City. The City, its officers, officials, agents, employees, and volunteers shall not be responsible for any claims in law or equity occasioned by failure of the Consultant to comply with this Section.

4. Professional Errors and Omissions ("E&O") Liability Insurance Professional errors and omissions ("E&O") liability insurance appropriate to the Consultant's profession, with limits of not less than One Million Dollars ($1,000,000) per occurrence and Two Million Dollars ($,2000,000) aggregate. The retroactive date must be shown and must be before the date of the contract or the beginning of contract work.

Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work. If coverage is canceled or non - renewed and not replaced with another claims -made policy form with a retroactive date prior to the contract effective date, the Consultant shall purchase "extended reporting coverage" for a minimum of five (5) years after completion of contract work. A copy of the claims reporting requirements must be submitted to the Project Manager for review.

If Consultant maintains higher limits than the specified minimum limits, City requires and shall be entitled to coverage for the higher limits maintained by the Consultant.

5. Standards for Insurance Companies
All insurance policies shall be issued by an insurance company currently authorized by the Insurance Commission to transact business of insurance or is on the List of Approved Surplus Line Insurers in the State of California, with an assigned policyholders' rating of A- (or higher) and Financial Size Category Class VII (or larger) in accordance with the latest edition of Best's Key Rating Guide.

B. Documentation and Other Provisions

1. The commercial general liability insurance policy and business automobile liability policy shall be endorsed to contain the following: The City of Placentia, its officers, officials, agents, employees, and volunteers are additional insureds with respect to: liability

arising out of activities performed by or on behalf of the Consultant pursuant to its contract with the City; products and completed operations of the Consultant; premises owned, occupied, or used by the Consultant; and automobiles owned, leased, hired, or borrowed by the Consultant. General liability coverage can be provided in the form of an endorsement to the Contractor's insurance at least as broad as one of the following ISO ongoing operations forms: CG 20 10 or CG 20 26 or CG 20 33 (not allowed from subcontractors), or CG 20 38; and one of the following ISO completed operations forms:

CG 20 37, 2039 (not allowed from subcontractors), or CG 20 40.

2. Said policies shall not terminate, nor shall they be cancelled or coverage reduced, without at least thirty (30) days' written notice to the City. In the event of any cancellation or reduction in coverage or limits of any insurance, Consultant shall forthwith obtain and submit proof of substitute insurance. Should Consultant fail to immediately procure other insurance, as specified, to substitute for any cancelled policy or reduction in the required coverage limits, the City may procure such insurance at Consultant's sole cost and expense.

3. The Consultant's insurance coverage shall be primary insurance coverage at least as broad as ISO CG 20 01 04 13 as respects the City of Placentia, its officers, officials, agents, employees, and volunteers. Any other insurance maintained by the City of Placentia shall be excess and not contributing with the insurance provided by this policy.

4. Any failure to comply with the reporting provisions of the policies shall not affect coverage provided to the City of Placentia, its officers, officials, agents, employees, and volunteers.

Defense fees and costs shall not deplete the limits of any insurance provided under this Agreement.

5. The Consultant's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability.

6. Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Consultant shall ensure the City is an additional insured on insurance required from subcontractors.

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

8. Coverage shall be on a standard occurrence form. Claims -made forms are not acceptable. Modified, limited, or restricted occurrence forms are not acceptable.

EXHIBIT C

CERTIFICATES OF INSURANCE
The selected Proposer's insurance certificates will be placed here, upon execution of the Agreement.

A CC)

CERTIFICATE OF LIABILITY INSURANCE

DATE (MM/DD/YYY'
07/01/2026
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
D&C Insurance Solutions
300 S. Atlantic Blvd., Ste 201-B
Monterey Park CA 91754
CONTACT Lin D Diaz
NAME:
(a//°Nr o. Extt: 888.457.4426 FAX
No): 323.576.4552
E-MAIL ADDRESS: [email protected]

INSURER(S)AFFORDING COVERAGE
NAIC #
INSURER A: Western World Insurance Company
13196

INSURED
HALO Confidential Investigations, LLC.
2209 E. Baseline Road, Suite 300-305
Claremont CA 91711
INSURER B: Mesa Underwriters Specialty Insurance Company 36838
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. 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

POLICY EFF
(MM/DD/YYYY)

POLICY EXP

POLICY EXP
(MMIDD/YYYY)
LIMITS
X

COMMERCIAL GENERAL LIABILITY
A
NPP6232795
07/01/2026
07/01/2027

EACH OCCURRENCE
$ 1,000,000

CLAIMS -MADE
X
OCCUR

DAMAGE TO RENTED
PREMISES (Ea occurrence)
$ 100,000
MED EXP (Any one person)
$ 5,000
PERSONAL 8 ADV INJURY
$ 1,000,000
GEN'L
X

AGGREGATE
POLICY
OTHER:

LIMIT APPLIES
PRO-
PER:

LOC

GENERAL AGGREGATE
$ 3,000,000

PRODUCTS - COMP/OPAGG
$ 1,000,000
Errors & Omissions
$ 1,000,000

AUTOMOBILE

LIABILITY

ANY AUTO
OWNED

SCHEDULED
AUTOS

NON -OWNED

AUTOS ONLY

COMBINED SINGLE LIMIT
(Ea accident)
$
BODILY INJURY (Per person)
$
BODILY INJURY (Per accident)
$

PROPERTY DAMAGE
(Per accident)
$
$
A
X

UMBRELLA LIAB

EXCESS LIAB
X
OCCUR

CLAIMS -MADE
MX0083001004091
07/01/2026
07/01/2027

EACH OCCURRENCE
$_ 2,000,000

AGGREGATE
$ 2,000,000
$
DED
RETENTION $

WORKERS COMPENSATION

AND EMPLOYERS' LIABILITY

ANYPROPRIETOR/PARTNER/EXECUTIVE
OFFICER/MEMBER EXCLUDED?
(Mandatory in NH)
If yes, describe under
DESCRIPTION OF OPERATIONS below
Y / N
N/A
PER

STATUTE
OTH-
ER
E.L. EACH ACCIDENT
$
E.L. DISEASE - EA EMPLOYEE
$
E.L. DISEASE - POLICY LIMIT
$
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)

REGARDING THE ABOVE REFERENCED GENERAL LIABILITY INSURANCE POLICY, THE CITY OF PLACENTIA AND ITS ELECTED AND

APPOINTED BOARDS, OFFICERS, OFFICIALS, AGENTS, EMPLOYEES, AND VOLUNTEERS ARE ADDITIONAL INSUREDS WITH RESPECT TO: LIABILITY ARISING OUT OF ACTIVITIES PERFORMED BY OR ON BEHALF OF THE CONSULTANT PURSUANT TO ITS CONTRACT WITH THE CITY; PRODUCTS AND COMPLETED OPERATIONS OF THE CONSULTANT; PREMISES OWNED, OCCUPIEDOR USED BY THE CONSULTANT; AUTOMOBILES OWNED, LEASED, HIRED, OR BORROWED BY THE CONSULTANT.

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
Lin Dau Diaz
ACORD 25 (2025/12)
© 1988-2025 ACORD CORPORATION. All rights reserved.

The ACORD name and logo are registered marks of ACORD

POLICY NUMBER: NPP6232795

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
City of Placentia
401 E. Chapman Ave
Placentia, CA 92870
liability insurance policy 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 pertormed by or **
Various Locations
Regarding the above referenced general
** on behalf of the consultant pursuant
on its contract with the city; products and
completed operations of the consultant
premises owned, occupied, or used by the
consultant; automobiles owned, leased, hired,
or borrowed by the consultant.

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 pertormed 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
Copyright, Insurance Services Office, Inc., 2012 Page 1 of 2

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

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

1. Required by the contract or agreement; or

2. Available under the applicable Limits of
Insurance shown in the Declarations;
whichever is less.

This endorsement shall not increase the applicable
Limits of Insurance shown in the Declarations.

Copyright, Insurance Services Office, Inc., 2012 CG 20 10 04 13

City of Placentia
Request for Waiver
Workers' Compensation Insurance Requirement
Business
HALO Confidential Investigations LLC
Legal Name:
2209 E. Baseline Rd., #300-305, Claremont, CA 91711
Address:

Legal Form
Sole Proprietor
Business Trust
Limited Partnership General Partnership
Limited Liability. Company Other:

Corporation
Jon Strash, CEO 909-210-0172
Contact Person (Name and Telephone):

City Reference
City of Placentia Police Dept.

City Agency
Teri Knutson 741-993-8200
Contact Namc/Tclephone
RFP PD 26-01
Document Reference: Any work performed on City Premises? (bid. contract, job no.. location. etc.)
Ycs
No
PD Background Investigation Services
Nature of work to be performed for City:

Declaration:

With respect to the above -mentioned business. I hereby warrant that the business has no employees other than the owners, officers, directors, partners or other principals who have elected to be exempt from Worker's Compensation coverage in accordance with California law. I further warrant that I understand the requirements of Section ;700 et seq. of the California Labor Code with respect to providing Worker's Compensation coverage for any employees of the above mentioned business. I agree to comply with the codc requirements and all other applicable laws and regulations regarding workers compensation, payroll taxes. FICA and tax withholding and similar employment issues. I further agree to hold the City of Placentia harmless from loss or liability which may arise from the failure of the above -mentioned business to comply with any such laws or regulations. I therefore request that the City of Placentia waive its requirement for evidence of Workers' Compensation insurance in connection with the above -referenced work.

Business:

C,grc
Risk Management Approval:

Signature (Owner. Officer, Director.Yarttlership or other Principal) Signature CEO
Title
Date

COMMERCIAL LIABILITY COVERAGE PART

DECLARATIONS
Policy Number: NPP6232795
Effective Date: 07/01/2026
12:01 AM, Standard Time

COMMERCIAL GENERAL LIABILITY - LIMITS OF INSURANCE
General Aggregate Limit (Other Than Products -Completed Operations) Products - Completed Operations Aggregate Limit
Personal and Advertising Injury Limit
Each Occurrence Limit
Damage to Premises Rented to You
Medical Expense Limit
Each Professional Incident Limit (if applicable)
t If the Limit is shown as Included, Products -Completed $ 3,000,000
t
Any One Person or Organization
Any One Premises
Any One Person
General Aggregate Limit.
$ 1,000,000
$ 1,000,000
$ 1,000,000
$ 100,000
$ 5,000
$ Included
Operations are subject to the

PREMIUM
Classification
Code No.

Premium
Basis
Rate
Advance Premium
Pr/Co
All Other
Pr/Co
All Other
Unarmed Detective or Investigative W9702 Payroll 0.025 •700.00 Agencies (P1/B1) 16,000
Contractors - subcontracted work - 91591 Total Cost 3.365 0.266 1,262.00 100.00 other than construction -related work 375,000.00
(P1/B1)
Additional Insureds - CG2010 (P1/B1) OC313 Individual 50.00 0.00 Ill' 0 Total Advance Premium $ 1,762.00

FORMS AND ENDORSEMENTS
Forms and Endorsements applying to this coverage part and made part of policy at time of issue:

See Schedule of Forms and Endorsements

THESE DECLARATIONS ARE PART OF THE POLICY DECLARATIONS CONTAINING THE NAME OF THE INSURED AND THE POLICY PERIOD.

WW232 (01/12)

MESA UNDERWRITERS SPECIALTY
INSURANCE COMPANY AStockCompany
40 Wantage Avenue, Branchville, NJ 07890
COMMERCIAL EXCESS LIABILITY Coverage Part Declarations
Policy Number: MX0083001004091
Named Insured: Halo Confidential Investigations LLC
DBA:

Effective Date: 07/01/2026

EXCESS LIMITS OF INSURANCE
Each Occurrence
Aggregate
$ 2,000,000 - Excess of controlling underlying insurance $ 2,000,000 - Excess of controlling underlying insurance

PREMIUM
X Flat
❑ Adjustable Rate
Exposure Basis Gross Receipts Exposure $ $400,000
TOTAL ANNUAL PREMIUM (Minimum and Deposit): $ 4,000
Forms/Endorsements Applicable See Schedule of Forms and Endorsements

SCHEDULE OF CONTROLLING UNDERLYING INSURANCE
Commercial General Liability
Company: Western World Insurance Company
Policy Number: NPP6232795
Policy Period: 07/01/2026 - 07/01/2027
Limits of Insurance:

Each Occurrence
Personal and Advertising Injury
Products -Completed Operations Aggregate
General Aggregate Occurrence
Commercial Automobile Liability
Company: N/A
Policy Number:

Policy Period: -
Limits of Insurance:

Each Accident
Other
$ 1,000,000
$ 1,000,000
$ 1,000,000
$ 3,000,000
$
(Any one person or organization)
This Coverage Part consists of this Declarations Form, the Common Policy Conditions, the Commercial General Liability Conditions, the Coverage Form(s), and the Coverage Endorsement(s) indicated as applicable.

MUS 01 03 80001 0121 Page 1 of 2

STALO

CONFID IAL

INVESTIGATIONS HALO CONFIDENTIAL INVESTIGATIONS, LLC

JON STRASH
OWNER
BSIS #PI2661 6
April 17, 2026
City of Placentia
Placentia, CA 92870
To Whom It May Concern,
Subject: Vehicle Insurance Indemnity
This letter is to attest that HALO Confidential Investigations, LLC/Jon Strash, CEO, will be using the personal vehicle insurance (AAA Policy # CAA 201116716) as the primary policy for contracted personnel background investigations with the City of Placentia, and the insurance will indemnify the City.

Very truly yours,
90717 S'7R.4S

JON STRASH
Qualified Manager/CEO
jts
2209 E. BASELINE RD, #300-305, CLAREMONT, CA 91711
909-210-0172 / HALO. CS. JTS@ G MAI L. COM

vi:� rvur uryrw� �ry4JVI VI u III InuSiSWF a.uIU i co
))Download the app. Click AAA,cnrn/app7�- I w N
MIEN .

California Evidence of Liability Insurance
Interinsurance Exchange of the Automobile Club
NAIC #: 15598
Named Insured

STRASH,JON
Policy Number: CM 201116716
Effective Date: 02-28-26 Expiration Date: 02-28-27
This policy complies with Sections 16056 or 16500.5 of the California Vehicle Code. Coverage subject to policy terms and limits.

California Evidence of Liability Insurance
Interinsurance Exchange of the Automobile Club
NAIC #: 15598
Named Insured

STRASH, JON
Policy Number: CAA 201116716
Effective Date: 02-28-26 Expiration Date: 02-28-27
This policy complies with Sections 16056 or 16500.5 of the California Vehicle Code. Coverage subject to policy terms and limits.

CAAOSSOA
E20245919
012225

FOLD HERE

FOLD HERE

VEHICLES ON POLICY
YEAR MAKE VEH I.D. /f
2020 ACUR 5J8TC2H34LL014955
2024 ACUR 19UDE4H30RA021528
2017 HOND 3CZRU5H36HG709217
2011 TYTA 3TMJU4GN7BM116832
2012 TYTA 4T4BF1FK4CR246716

DRIVERS ON POLICY

STRASH, JON T

STRASH, HEIDI M

STRASH, KATRINA N

STRASH, NATALYA E

VEHICLES ON POLICY
YEAR MAKE VEH I.D. 4
2020 ACUR 5J8TC2H34LL014955
2024 ACUR 19UDE4H30RA021528
2017 HOND 3CZRU5H36HG709217
2011 TYTA 3TMJU4GN7BM116832
2012 TYTA 4T4BF1FK4CR246716

DRIVERS ON POLICY

STRASH, JON T

STRASH, HEIDI M

STRASH, KATRINA N

STRASH, NATALYA E
56408 10/24

law, drivers and owners of a motor vehicle must be able to show proof of financial responsibility at all times. Insurance information has already been submitted directly to the DMV electronically, submit this document to DMV only if specifically requested by DMV. These cards become invalid and should be destroyed on the expiration or termination date of the policy.

IF YOU HAVL AN ACCIDENT CALL OUR 24/' AAA CLAIMS HOTLINE 1-800-672-5246 After an accident, exchange information with the other party and follow these 5 easy steps:
• Pull vehicle over to a safe place. Get the names,
addresses, and phone numbers of all persons involved in the accident, e.g., pedestrians, witnesses, other passengers, etc.

Take photos of or write down the other person's
driver's license information and other vehicle's license plate number, including state of registration.
,: Take photos of or write down the other person's
insurance card information.

Call ow AAA Claims
Hotline at 1-800-672-5246
• Take photos of the vehicles involved, damages and
surrounding area of the accident, if it is safe to do so. :: Call our AAA Claims Hotline at 800-672-5246 to
report the loss. If necessary, we will arrange to have your vehicle towed. Our provider's tow trucks always display the AAA emblem.

Do not admit responsibility for or discuss the circumstances of the accident with anyone other than the police or an authorized Auto Club claims representative. Do not disclose your policy limits to anyone.

For questions or changes to your policy, call 1-277-422-2100, Monday through Friday from 7 a.m. to 7 p.m. or Saturday from 8 a.m. to 5 p.m.

IF YOU HAVE: AN ACCIDENT GALL OUR 24/7 AAA CLAIMS HOTLINE 14;00-672-5246 After an accident, exchange information with the other party and follow these 5 easy steps:

Pull vehicle over to a safe place. Get the names,
addresses, and phone numbers of all persons involved in the accident, e.g., pedestrians, witnesses, other passengers, etc.

Take photos of or write down the other person's
driver's license information and other vehicle's license plate number, including state of registration.

Take photos of or write down the other person's
insurance card information.

Take photos of the vehicles involved, damages and
surrounding area of the accident, if it is safe to do so.

Call our AAA Claims Hotline at 800-672-5246 to
report the loss. If necessary, we will arrange to have your vehicle towed. Our provider's tow trucks always display the MA
emblem.

Do not admit responsibility for or discuss the circumstances of the accident with anyone other than the police or an authorized Auto Club claims representative. Do not disclose your policy limits to anyone.

For questions or changes to your policy, call 1-877-422-2100, Monday through Friday from 7 a.m. to 7 p.m. or Saturday from 8 a.m. to 5 p.m. 56408 10/24

Interinsurance Exchange of the Automobile Club
P.O. Box 25448, Santa Ana, CA 92799-5448
AAA.com/billpay
1-877-422-2100
O
r
R,, N

AUTOMOBILE RENEWAL BILLING STATEMENT

THIS BILLING STATEMENT AND THE INFORMATION IT CONTAINS ARE PART OF YOUR INSURANCE POLICY DECLARATIONS

INSURANCE BILLING STATEMENT

STRASH, JON
3751 GRAND AVE
CLAREMONT CA 91711
POLICY NUMBER: CAA 201116716
POLICY EFFECTIVE DATE: 02-28-2026
BILLING DATE: 01-21-2026
DUE DATE: 02-28-2026

1. RENEWAL PREMIUM:

2. LESS PRIOR PAYMENT:

3. PREVIOUS BALANCE:

4. AMOUNT FINANCED:

5. LESS POLICYHOLDER SAVINGS DIVIDEND: $426.00 or >

6. TOTAL BALANCE:
$5,786.00
$0.00 cr
$0.00
$5,786.00
$5,360.00
Your Policyholder Savings Dividend has been used to reduce the minimum due necessary to renew your policy:

Minimum Amount Due: $578.60
Less Policyholder Savings Dividend: $426.00 cr
Minimum Due Required to Renew: 5152.60
Future payments will vary from 5587.28 to $635.67 if there are no changes in premium and installments are paid as billed.' To renew your policy, please pay either the Total Balance i S5,360.00 J or the Minimum Due $152.60 on or before the Due Date 02-26-2026
`After the initial renewal installment, each subsequent installment will include a finance charge. - see reverse for details -
CLICK AAA.com/billpay

SAVE TIME WITH OUR OTHER PAYMENT OPTIONS
VISIT AAA.com/branches to find an office near you
CALL 1-877-422-2100
When you sign up for AAA Auto Pay, installment payments can be withdrawn directly from your financial institution.

You no longer have to worry about missing a payment, writing checks or paying for postage. To learn more about our flexible payment options please visit us at AAA.com/autopay. 4, TO ENSURE PROPER HANDLING, INCLUDE STATEMENT WITH PAYMENT. NI, CMO7E0,1
E2O2OO57G
012225

SEND ANY QUESTIONS REGARDING THIS BILL TO:

ACSC
Attn: CORPORATE RECEIVABLES A313
P.O. Box 25001, Santa Ana, CA 92799-5001
Phone: 1-877-422-2100
Truth in Lending Information for Policy: CAA 201116716
CAAD7BOB
E20110-123
012226
Number of Payments
10 First Payment Due Date
2-28-26
First Payment Amount
$152.60
Other Payments are due each
succeeding month on this date
28TH
Other Payments will vary
from
$587028
co $635.67

ANNUAL PERCENTAGE

FINANCE CHARGE
Amount Financed
Total of Payments
Total Sale Price
RATE
The cost of your credit as a
The dollar amount the
The amount of credit provided to
The amount you will have paid
The total cost of your
yearly rate.
credit will cost you.
you or on your behalf.
after you have made all
payments as scheduled.
purchase on credit.

14.73%
$303.26
$5,786°oo
$6,089.26
$6,o89.26
There is no prepayment penalty.

The full balance or at least the Minimum Due is payable by the due date. You must pay the outstanding balance in full to avoid paying any finance charges. After the first renewal payment, each subsequent billing will include a finance charge.

Payments received will be applied first to any fees or charges due. The remainder of your payment will be applied to the premium due. All returned payments, whether by check, electronic transaction, or other form of payment, may be re -presented electronically for payment. Each Tate payment is subject to a $7 fee and each returned payment is subject to a $15 fee. Installment payment plans and all Fees are subject to change without notice. An adverse payment record (such as a late payment, a returned payment, or a nonpayment) may reduce the number of remaining installments and increase the minimum due, or result in a request to pay the entire balance of the policy bill in furl. Whenever a payment is returned by your financial institution, we may, at our option, notify you in writing that the entire outstanding premium balance is immediately due and payable in cash or by cashier's check or bank money order at one of the Auto Club's district offices. In addition, the payment record during the current policy period will determine the payment terms offered at the next policy renewal.

The finance charge periodic rate will be 1% per month (12% ANNUAL PERCENTAGE RATE) on that portion of the Balance exceeding $1,000 and 1.5% (18% ANNUAL PERCENTAGE RATE) on that portion of the Balance that is $1,000 or less.

Interinsurance Exchange of the Automobile Club
Automobile insurance Policy Coverages and Limits
Renewal Declarations
We are pleased to offer you a renewal for your automobile insurance policy. To renew your policy, send at least the minimum payment on or before the due date. Insurance is in effect only for the vehicles, coverages, and limits of liability shown on this declarations page and as set forth in the insurance policy and endorsements. These declarations, together with the contract and the endorsements in effect, complete your policy. If any change to your policy or to the information we have on file results in a premium decrease during the policy period, the Interinsurance Exchange reserves the right to apply any refund due to your outstanding balance.

NAMED INSURED (Item 1.)

STRASH, JON
3751 GRAND AVE
CLAREMON T CA 91711-1453
AUTO POLICY NUMBER: CAA 201116716

POLICY PERIOD (PACIFIC STANDARD TIME)
POLICY EFFECTIVE DATE: 02-28-26 12:01 A.M.

POLICY EXPIRATION DATE: 02-28-27 12:01 A.M.

VEHICLES
VEH. YEAR MAKE
NO.

MODEL

IDENTIFICATION
NUMBER
VEHICLE GARAGE ANNUAL" VERIFIED

USE ZIP CODE MILES MILEAGE

SALVAGE
'I 2020 ACUR RDX BASE 5J8TC2H34LL014955 COMMUTE 91711 3,501 - 4,500 VERIFIED NO 2 2024 ACUR INTEGRA A -SPEC 19UDE4H30RA021528 COMMUTE 91711 10,001 - 12,500 VERIFIED NO 3 2017 HOND HR -V LX 3CZRU5H36HG709217 COMMUTE 91711 2,5011 - 3,500 VERIFIED NO 4 2011 TYTA TACOMA DBL CAB SH 3TMJU4GN7BM116832 COMMUTE 91711 501 - 1,500 VERIFIED NO 5 2012 TYTA CAMRY STD/LE/XLE/SE 4T4BF1FK4CR246716 COMMUTE 91711 12,501 - 15,000 VERIFIED NO COVERAGES AND LIMITS ANNUAL PREMIUMS ; ,\-:!" (�
Coverage is not in effect unless a premium or the word "included" is shown.

COVERAGES
LIMITS OF LIABILITY Vehicle 1 Vehicle 2 Vehicle 3 Vehicle 4 Vehicle 5 1 Liability
Bodily Injury $100,000 each person/ S300,000 each occurrence Property Damage $100,000 each occurrence
$ 401
$ 197
$ 403
$ 171
$ 438
$ 162
$ 206
$ 90
$ 565
$ 210
Medical
No Coverage
No Coverage ; No Coverage
No Coverage
No Coverage
Physical Damage (Actual Cash Value unless otherwise stated. less deductible.) Vehicle I
Comprehensive ACV
(Less Deductible) $250
Collision ACV
(Less Deductible) $1000
Car Rental Expense
(Per Day) No Coverage
Uninsured Motorist
Bodily Injury - $100,000
Vehicle 2 Vehicle 3 Vehicle 4 Vehicle 5

ACV ACV ACV ACV
$250 $250 $250 $250

ACV ACV ACV ACV
$1000 $1000 51000 $1000
$ 66
$ 239
$ 152
$ 600
$ 54
$ 184
$ 94
$ 106
$130
$ 354
No Coverage No Coverage No Coverage No Coverage No Coverage : No Coverage :No Coverage No Coverage No Coverage each person/
Uninsured & Underinsured Vehicles
Uninsured Deductible Waiver
Uninsured Collision
S300,000 each accident
$ 104
$ 279 $ 202
$ 79 $ 300
No Coverage; No Coverage; No Coverage : No Coverage No Coverage No Coverage: No Coverage 1 No Coverage: No Coverage No Coverage Total Premium
$ 1007 $ 1605
$1040 $575
$ 1559

PREMIUM DISCOUNTS
Please refer to the enclosed document entitled "Premium Discounts Applied to Your Automobile Policy." * if at any time you choose to pay less than the full balance outstanding, finance charges of up to 1.5% per month of the balance outstanding will apply as explained in your billing statements, which are part of these declarations. ** To see the annual mileage for your expiring policy, please refer to the "Notice of Annual Mileage" page contained in your renewal package. "No Coverage" Indicates coverage not purchased.

Total Annual Premium*
(Includes all applicable discounts.)
Less Policyholder Savings Dividend
Net Premium*
$sJ"=r36
$ 426
$ 5360
CAa02CCA
E20210301
0'1220
PROCESS DATE 01-2'1-26 PLEASE ATTACH TO YOUR POLICY
(SEE REVERSE)

n` erInsMranc rf_IKe ! 1i i of try % iu` Om©h a
W iinobfle Msurarm PAcy Coverages End Limits
'Renewal Declarations (continued)
AUTO POLICY NUMBER: CAA 201116716
POLICY EFFECTIVE DATE: 02-28-2026
DRIVERS (Coverage may differ for each driver
DRIVER
NUMBER
1 STRASH, JON T
2 STRASH, HEIDI M
3 STRASH, KATRINA N
4 STRASH, NATALYA E
NAME
Please see each section of the policy contract for the definition of "Persons Insured`) GENDER
MALE
FEMALE
FEMALE
FEMALE

MARITAL STATUS

MARRIED

MARRIED
SINGLE
SINGLE

YEAR FIRST

LICENSED
1974
1986
2015
2017
DRIVER
NUMBER

DRIVING RECORD

DRIVER STATUS
RATED

VEHICLE
NUMBER

NUMBER OF

NUMBER OF

AT -FAULT ACCIDENTS

NUMBER OF TRAFFIC CONVICTIONS
MINOR

SERIOUS MAJOR SEVERE

SUSPENSIONS
1 2
3 4

ENDORSEMENTS AND CERTIFICATES

NUMBER TITLE
2367 AMENDATORY ENDORSEMENT

PRIMARY

PRIMARY

PRIMARY

PRIMARY
2 5
3 SPECIAL EQUIPMENT°"
SOUND EQUIPMENT"
VEI-I.

NO.

CAMPER/
VAN CONY.

OTHER
2 -WAY

RADIO I
TELE-
PHONE
RADIO
OTHER
1 2
3 4
5 v" Coverage is indicated by a "YES" in the appropnate equipment column. Coverage limitations apply unless coverage was
purchased specifically for certain equipment.

ANY PHYSICAL DAMAGE LOSS MAY SE MADE PAYABLE TO YOU AND ANY INTEREST LISTED BELOW:

PERSON DESIGNATED TO RECEIVE NONPAYMENT OF PREMIUM NOTICES:

CAA0200B
520180807 012226
An individual designated by a policyholder to receive notice of lapse, termination, expiration, nonrenewal, or cancellation of the policy for nonpayment of premium does not have any rights, whether as an additional insured or otherwise, to any benefits under the policy, other than the right to receive notice.

Clicl W.comionyncootont to access your policy information online, pay your bill or paint additional proof of insurance cards

Agenda Item No: 1 .1

PLACENTIA CITY COUNCIL AGENDA REPORT
Meeting Date: July 21, 2026
Submitted by: Teri Knutson
From: Police Department
Subject:

AWARD OF CONTRACT FOR POLICE DEPARTMENT FIRING RANGE MAINTENANCE

AND CLEANING SERVICES
Financial Impact:

Expense: $25,000 Per Fiscal Year
Budget: $25,000 Per Fiscal Year
$125,000 Five -Year Contract Total
Summary:

The City of Placentia recently completed construction of its own firing range, a four -lane, 1,900 square foot facility. Due to the technical and hazardous waste handling/disposal requirements of operating a Firing Range, the Police Department released a Request for Proposals for Firing Range Maintenance and Cleaning Services on April 30, 2026, with Proposals due on June 4, 2026. Five firms responded, and after a review of Proposals by Police staff, it is recommended that a five-year contract be awarded to TMC Shooting Range Specialists, Inc.

Recommended Action:

It is recommended that the City Council:

1. Approve the Professional Services Agreement with TMC Shooting Range Specialists, Inc. to provide Firing Range Maintenance and Cleaning Services to the Placentia Police Department for a cumulative contract estimate not -to -exceed $125,000 for a five-year term, with two additional one-year optional terms; and

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

Strategic Plan Statement:

By awarding this contract, this agenda item meets Strategic Plan Goal No. 2, Public Safety, to provide a safe, family -friendly environment through proactive policing, efficient fire and emergency medical services, disaster preparedness, and strong community partnerships that protect residents, businesses and visitors.

Discussion:

The Placentia Police Department released a Request for Proposals (RFP) to provide maintenance and cleaning for Placentia's Firing Range. A company is needed to provide shooting range lead cleaning/removal, as well as lead dust, brass and associated hazardous 214

waste disposal. The contract will also provide for lane and shooting stall cleaning, vacuuming and removal of lead dust from ventilation systems and range backstops, and replacement of air filters. The firm must ensure hazardous waste and air quality regulatory compliance and manifest documentation.

Placentia's Purchasing Policy requires that contracts exceeding $40,000, be formally bid and submitted to the City Council for approval. As the proposed term is for five years, in the aggregate, the amount awarded to the Contractor will exceed that $40,000 amount (i.e., $125,000 over five years). Five companies responded to the City's RFP:

1. Apex Team Solutions $14,000 annual $7,500 Berm Maint/Lead Recovery

2. Forensiclean $41,600 annual $8,500 Berm Maint/Lead Recovery

3. Liberty Manufacturing $12,917 annual $4,688 Berm Maint/lead Recovery

4. SERVPRO $7,435 per session plus hazardous waste pass - through

5. TMC Shooting Range Specialist $17,750 annual $6,500 Bern Maint/Lead Recovery TMC Shooting Range Specialists is proposed by the Police Department to provide Firing Range Maintenance and Cleaning for a five-year period. The company has extensive experience and exemplary firearms personnel, the Police Department agrees with their proposed design/implementation of a new Firing Range Maintenance and Cleaning Program, and the firm had Proposal Pricing in keeping within Placentia's budgetary needs.

While another firm had the lowest bid, TMC's Proposal is recommended as the Berm Maintenance/Lead Recovery needs of the facility were well -articulated by the company.

TMC's cost was more clearly identified and quantified, versus proposals which noted that hazardous waste costs would be a pass -through.

Financial Summary:

The pricing structure provides for quarterly cleaning, HAZMAT service and annual lead remediation service, with the cost estimated at $24,250 annually. Lead remediation will occur based on usage, for example it could be conducted after 18 -months of usage. For purposes of the Agreement's costing, it is calculated to be performed annually. The Police Department budgeted $25,000, annually for FY 2026/2027 and the Agreement compensates the contractor at a not -to -exceed amount of $25,000 per year.

Attachments
Placentia PD Firing Range Maint and Cleaning RFP Release April 2026.docx Agreement - PD Firing Range Maint & Cleaning Svs.pdf
215

CITY OF PLACENTIA NOTICE INVITING PROPOSALS
for

FIRING RANGE MAINTENANCE AND CLEANING SERVICES FOR THE

PLACENTIA POLICE DEPARTMENT
NOTICE IS HEREBY GIVEN that the City of Placentia is requesting Proposals from companies that are interested in providing Firing Range Maintenance and Cleaning services, as requested by the Placentia Police Department. Your response to this Request for Proposals must be received prior to the closing date and time of 3:00 P.M., local time, Thursday, June 4, 2026.

DESCRIPTION OF WORK: The purpose of this correspondence is to invite your company to submit a proposal to the City of Placentia to provide a comprehensive program to maintain and provide cleaning to Placentia's new four -lane firing range. The Contractor shall furnish all labor, materials, equipment, supervision, insurance and incidentals required to perform lead mining, remediation, range cleaning, and maintenance services at the designated Placentia Police Department firing range. All work shall be performed in full compliance with applicable Federal, State, and Local regulations, including but not limited to Cal/OSHA, OSHA 29 CFR 1910.1025, California Hazardous Waste Control Law (Title 22) and DTSC requirements.

Responses to this Request for Proposals will be evaluated on the basis of various factors including, but not limited to: demonstrated and successful completion of services of similar scope and size; other cities' and clients' evaluations of the proposer's prior or current services and any actions taken by such cities or clients regarding the proposer; and degree to which the proposer's response ascertains and addresses the City's needs and priorities. The City expects to execute an Agreement for a one-year agreement with four optional one (1) year extensions, with work commencing in mid -August 2026, subsequent to the Placentia City Council's review and approval of the five-year contract. A sample Professional Services Agreement is included in this RFP.

OBTAINING RFP DOCUMENTS: All aspects of this RFP will be managed on the City of Placentia's PlanetBids portal. The City uses PlanetBids as its centralized online bidding system for the procurement of goods, equipment and services. Interested proposers are encouraged to register via the City's website link under Bids & RFPs at www.placentia.orc . Proposals must be submitted electronically only via the City's PlanetBids portal.

All proposals must be submitted via PlanetBids by 3:00 p.m. on Thursday, June 4, 2026. Late proposals or proposals submitted via paper copy, fax, email, or hand delivered, will not be accepted for any reason.

QUESTIONS, ANSWERS AND ADDENDA TO THE RFP: Prior to the RFP submission deadline, questions may arise regarding the specifications or administrative matters. Any questions related to the proposal process must be posed through the PlanetBids portal under this specific RFP. Questions and responses submitted via the Planet Bids Portal will be posted to ensure all prospective proposers are provided with the information.

A Voluntary Job Walk will be held on Thursday, May 14, 2026, at 10:00 a.m. at 2995 E. La Jolla Street, Anaheim, CA, 92806, where questions regarding the City's new firing range will be answered. All questions must be submitted no later than Wednesday, May 20, 2026, and the City will endeavor to respond to questions as they are posted. It is the responsibility of each proposer to maintain their PlanetBids profile and check the City's website for all addenda and updates. During the entire RFP process, as well as once the proposals are received, all correspondence will be sent via email and only to the authorized person on the Proposal Letter. The City is not responsible for emails that are sent to spam files and/or not received in a timely manner. 216

EVALUATION OF PROPOSALS AND AWARD OF CONTRACT: This solicitation has been developed in the Request for Proposal (RFP) format. Accordingly, Proposers should take note that multiple factors will be considered by the City in selecting the most qualified firm and awarding of the Contract. The City of Placentia reserves the right to reject any or all proposals, to waive any informal or irregularity in any proposal received, and to be the sole judge of the merits of the respective proposals received. The Proposer shall guarantee that all contents of their proposal shall be valid for a period of 90 calendar days from the due date of proposals. 217

TO: ALL PROSPECTIVE OFFERORS
DATE: APRIL 30, 2026
SUBJECT: REQUEST FOR PROPOSALS FOR FIRING RANGE MAINTENANCE AND

CLEANING AS REQUESTED BY THE PLACENTIA POLICE DEPARTMENT PURPOSE:

The City of Placentia ("City") is requesting Proposals from qualified firms to create and implement a maintenance and cleaning program for Placentia's Firing Range. These services include, but are not limited to furnishing all labor, materials, equipment, supervision, insurance and incidentals required to perform lead mining, remediation, associated hazardous waste disposal, cleaning, and maintenance services at the designated Placentia Police Department firing range. The City is also seeking input on how prospective proposers would recommend the handling and restocking of supplies needed for an ongoing and fully operational firing range. All work shall be performed in full compliance with applicable Federal, State, and Local regulations, including but not limited to Cal/OSHA, OSHA 29 CFR 1910.1025, California Hazardous Waste Control Law (Title 22) and DTSC requirements.

The Placentia City Council will be asked to approve a one-year Agreement, plus four (4) optional one- year extensions, with the contract slated to begin in August 2026.

SCOPE OF WORK:

The City recently completed construction of its own shooting range (2995 E. La Jolla Street, Anaheim, CA 92806) as part of a new state-of-the-art Public Safety Center which also includes Dispatch, the Investigations Division and Evidence/Property Handling. The new Placentia Police Department firearms training facility is 1,900 square feet in size with four (4) lanes. The Placentia Police Department has 53 sworn employees.

The City is seeking proposals from certified, highly qualified and experienced firms to provide a comprehensive indoor gun range maintenance and cleaning services system. As the Placentia Firing Range is a new facility for the Placentia Police Department, Proposers are asked to use their expertise in recommending the methodology and approach it would use to not only meet industry -standard maintenance and cleaning protocols for firing ranges, but do so in a cost-effective manner given the small size of the Range itself.

Designed by Action Target, the Fixed firing Line Indoor Range has four (4) lanes, 20' wide with a 25 -yard shooting distance. It has a rubber berm trap with Class A Firing Treatment. It has fixed firing line rifle rated ceiling baffles with white acoustic tile fascia. There are four (4) Pilot 360 degree turning wireless target retrievers with cameras and carrier lights.

Proposer shall identify what expenses it considers "all inclusive" and what expenses and services the Placentia Police Department will be asked to obtain and cover costs for these expenses. For example, but not limited to, ammunition and targets. Proposer shall identify tasks the Placentia Police Department will be responsible for arranging and/or paying.

The City is also seeking input on how prospective proposers would recommend the handling and restocking of supplies needed for an ongoing and fully operational firing range. In it's Proposal, Proposers are asked to identify this cost separately, as the City has not determined the party that would handle this task.

The City of Placentia typically pays its contractors within 45 days of invoice. 218

The Placentia Police Department intends to request that its City Council approve a five-year contract for these services, specifically an initial one-year Agreement with four optional subsequent years of contracted service. The rationale for the initial one-year Agreement is the acknowledgement that this is a new firing range and modifications to the Agreement may need to occur as a result of actual operating circumstances that arise during the course of the first year of operation. It is anticipated that if any contract changes are found to be needed, the selected Contractor and the Police Department will negotiate in good faith to modify the terms and costs of the contracted work.

Additionally, Proposers are asked to identify any cost increases it seeks, over the five-year period, so that this topic can be addressed in the Professional Services Agreement ultimately executed.

The Police Department is obtaining Range Master services, under a separate vendor solicitation.

EVALUATION OF QUALIFICATIONS AND INFORMATION:

Responses to the Request for Proposals will be evaluated on the basis of various factors, including, but not limited to, the following:

1. Relevant experience and qualifications of firm, and designated project management staff, other key personnel and sub -consultants, if any;

2. Methodology/Project Approach;

3. Proposal Pricing; and,

4. Responsiveness to the Request for Proposals
EXAMINATION AND INTERPRETATION OF RFP/QUESTIONS:

Each Proposer shall be solely responsible for examining the enclosed RFP Documents, including any Addenda issued during the proposal period, and for informing itself with respect to any and all conditions, which may in any way affect the amount or nature of the proposal/response, or the performance of the services in the event the proposer is selected and an agreement between the City and the proposer is entered into. Proposals received before any Addenda are released will be automatically invalidated and the Proposers will be responsible for resubmitting their Proposal and acknowledging receipt of any Addenda.

It is the responsibility of each Proposer to inquire to the City, prior to submission of its proposal, regarding any aspect of this RFP with respect to which the proposer needs clarification or interpretation. Any inquiries, including questions regarding use of the PlanetBids Portal, must be done via the PlanetBids portal by the identified deadline for questions. Responses to inquiries, if they change or clarify the RFP in a material manner, will be forwarded by written addenda to all parties via the PlanetBids portal. The City shall not be bound by, and each Proposer shall not rely on any oral interpretation or clarification of the RFP. 219

SUBMISSION GUIDELINES/REQUIREMENTS:

Respondents to this RFP should, at a minimum, provide the information requested herein.

Interested companies are encouraged to provide additional information not specifically identified that would help to demonstrate their firm's qualifications to provide comprehensive Firing Range Maintenance and Cleaning services for the Placentia Police Department. Proposers should not assume their past or current experience/interactions with the City demonstrate knowledge of the City's current needs or that the City representatives possess knowledge of this experience. The evaluation of each response will be based upon the evaluation criteria applied to the proposals submitted.

All responses shall be prepared by and at the expense of the Proposer.

Each response shall be executed by proposer or its authorized officer(s).

Each response shall be formatted to provide the following information in sequence:

A. Organizational Information
A.1 Provide your firm's legal / official name and any DBA's used by your firm.

A.2 Provide your firm's organizational structure (e.g. corporation, partnership, limited liability company, etc.), jurisdiction in which your firm is organized, and the date of such organization.

A.3 Provide your firm's Federal Tax Identification Number.

A.4 Provide the name, address, telephone, fax numbers and e-mail address of the person(s) who will serve as the contact(s) to the City with regard to the RFP response, with authorization to make representations on behalf of and to bind your firm.

A.5 Provide applicable signature documentation pursuant to your firm's organizational structure verifying the authority of the person signing the RFP response to commit to its proposal on behalf of your firm.

A.6 Provide a statement that your firm accepts all conditions and requirements contained in this RFP, or a description of any exceptions thereto.

B. Successful Completion of Similar Service Arrangements B.1 Identify the years of experience that you or your firm has provided Firing Range maintenance, cleaning and associated hazardous waste disposal services to public safety departments who operate their own firing range, or private companies providing firing range services.

B.2 List any contracts your firm currently has/had in the recent past (last 5 years), similar to the Placentia Police Department's requirements. Give the name and phone number of a contact person for each reference.

B.3 State any complaints your firm has received within the past two years, if any. 220

PUBLIC RECORDS ACT:

Responses to this RFP become the exclusive property of the CITY and may be subject to the California Public Records Act. Those elements, if any, in each proposal which are trade secrets as that term is defined in California Civil Code § 3426.1(d) or otherwise exempt by law from disclosure and which are prominently marked as "TRADE SECRET", "CONFIDENTIAL", or "PROPRIETARY" may not be subject to disclosure. The CITY shall not in any way be liable or responsible for the disclosure of any such records including, without limitation, those so marked if disclosure is deemed to be required by law or by an order of a Court of competent jurisdiction.

Proposers that indiscriminately identify all or most of their proposal as exempt from disclosure without justification may be deemed non -responsive.

In the event the City is required to defend an action on a Public Records Act request for any of the contents of a proposal marked "confidential", "proprietary", or "trade secret", the proposer agrees, upon submission of its proposal for City's consideration, to defend and indemnify the City from all costs and expenses, including attorneys' fees, in any action or for any liability arising under the Public Records Act.

ADDITIONAL INFORMATION:

The City reserves the right to investigate the qualifications of all firms under consideration and to confirm any part of the information furnished by a proposer, or to require other evidence of managerial, financial or other capabilities which are considered necessary for successful performance of the agreement. Additional information may be sought from respondents to this RFP process if, in the opinion of the City's evaluation team, such information is necessary in order to complete the evaluation process. During its evaluation process, the City reserves the right to collect and utilize information through its own efforts related to the qualifications of respondents to this Request for Proposals.

Attached is the sample Professional Services Agreement that ultimately will be executed between the City of Placentia and successful firm. Please identify any exceptions to elements of the standard Professional Services Agreement, in your Proposal. 221

CITY OF PLACENTIA

PROFESSIONAL SERVICES AGREEMENT
WITH
TMC SHOOTING RANGE SPECIALISTS, INC.

THIS AGREEMENT is made and entered into this 21st day of July, 2026 ("Effective Date"), by and between the CITY OF PLACENTIA, a municipal corporation ("City"), and TMC SHOOTING RANGE SPECIALISTS INC., a California corporation("Consultant").

WITNESSETH:

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

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

1.0. SERVICES PROVIDED BY CONSULTANT

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

1.2. Professional Practices. All professional services to be provided by Consultant pursuant to this Agreement shall be provided by personnel experienced in their respective fields and in a manner consistent with the standards of care, diligence and skill ordinarily exercised by professional consultants in similar fields and circumstances in accordance with sound professional practices. Consultant also warrants that it is familiar with all laws that may affect its performance of this Agreement and shall advise City of any changes in any laws that may affect Consultant's performance of this Agreement. Consultant shall keep itself informed of State and

Federal laws and regulations which in any manner affect those employed by it or in any way affect the performance of its service pursuant to this Agreement. The Consultant shall at all times observe and comply with all such laws and regulations. Officers and employees shall not be liable at law or in equity occasioned by failure of the Consultant to comply with this Section.

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

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

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

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

1.6. Non -Exclusive Agreement. Consultant acknowledges that City may enter into agreements with other consultants for services similar to the services that are subject to this

Agreement or may have its own employees perform services similar to those services contemplated by this Agreement.

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

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

2.0. COMPENSATION AND BILLING

2.1. Compensation. Consultant shall be paid in accordance with the fee schedule set forth in Exhibit "A". Consultant's compensation shall not exceed $25,000 per fiscal year, for a total compensation for the five-year term of the contract at One Hundred Twenty -Five Thousand Dollars ($125,000), unless authorized herein.

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

Should the City request in writing additional services that increase the hereinabove described "Scope of Services", an additional fee based upon the Consultant's standard hourly rates shall be paid to the Consultant for such additional services. Such increase in additional fees shall be limited to 10% of the total contract sum. The City Administrator is authorized to approve a Change Order for such additional services. Where the original contract is $40,000.00 or less, City Council approval shall be required prior to any increase bringing the total compensation to more than $40,000.00.

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

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

2.4. Records and Audits. Records of Consultant's services relating to this Agreement

shall be maintained in accordance with generally recognized accounting principles and shall be made available to City or its Project Manager for inspection and/or audit at mutually convenient times for a period of three (3) years from the Effective Date.

3.0. TIME OF PERFORMANCE

3.1. Commencement and Completion of Work. The professional services to be performed pursuant to this Agreement shall commence within five (5) days from the Effective Date of this Agreement. Said services shall be performed in strict compliance with the Project Schedule approved by City as set forth in Exhibit "A". The Project Schedule may be amended by mutual agreement of the parties. Failure to commence work in a timely manner and/or diligently pursue work to completion may be grounds for termination of this Agreement.

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

4.0. TERM AND TERMINATION

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

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

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

The City shall have the right, notwithstanding any other provisions of this Agreement, to terminate this Agreement, at its option and without prejudice to any other remedy to which it may be entitled at law, in equity or under this Agreement, immediately upon service of written notice of termination on the Consultant, if the latter should:

a. Be adjudged a bankrupt;
b. Become insolvent or have a receiver of its assets or property appointed because of insolvency;
c. Make a general assignment for the benefit of creditors; d. Default in the performance of any obligation or payment of any indebtedness under this Agreement;
e. Suffer any judgment against it to remain unsatisfied or unbonded of record for thirty (30) days or longer; or
f. Institute or suffer to be instituted any procedures for reorganization or rearrangement of its affairs.

4.3. Compensation. In the event of termination, City shall pay Consultant for reasonable costs incurred and professional services satisfactorily performed up to and including the date of City's written notice of termination within thirty-five (35) days after service of the notice of termination. Compensation for work in progress shall be prorated based on the percentage of work completed as of the effective date of termination in accordance with the fees set forth herein. In ascertaining the professional services actually rendered hereunder up to the effective date of termination of this Agreement, consideration shall be given to both completed work and work in progress, to complete and incomplete drawings, and to other documents pertaining to the services contemplated herein whether delivered to the City or in the possession of the Consultant. City shall not be liable for any claim of lost profits.

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

5.0. INSURANCE

5.1. Insurance. The Contractor and all subcontractors, if any, shall procure and maintain, at its sole cost and expense, in a form and content satisfactory to City, during the entire term of this Agreement including any extension thereof, insurance as set forth in Exhibit "B" attached hereto and incorporated herein by this reference.

Neither the City nor any of its officers, officials, agents, employees, or volunteers makes any representation that the types of insurance and the limits specified to be carried by Consultant under this Agreement are adequate to protect Consultant. If Consultant believes that any such insurance coverage is insufficient, Consultant shall provide, at its own expense, such additional insurance as Consultant deems adequate.

5.2. Deductible or Self -Insured Retention. If any of such policies provide for a deductible or self -insured retention to provide such coverage, the amount of such deductible or

self -insured retention shall be approved in advance by City. No policy of insurance issued as to which the City is an additional insured shall contain a provision which requires that no insured except the named insured can satisfy any such deductible or self -insured retention.

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

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 Consultant may be held responsible for payments of damages to persons or property.

6.0. GENERAL PROVISIONS

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

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

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

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

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

6.4. Notices. Any notices, documents, correspondence, or other communications concerning this Agreement, or the work hereunder may be provided by personal delivery, facsimile or if mailed, shall be addressed as set forth below and placed in a sealed envelope, postage prepaid, and deposited in the United States Postal Service. Such communication shall be deemed served or delivered: a) at the time of delivery if such communication is sent by personal delivery; b) at the time of transmission if such communication is sent by facsimile; and

c) 72 hours after deposit in the U.S. Mail as reflected by the official U.S. postmark if such communication is sent through regular United States mail.

IF TO CONSULTANT:

TMC Shooting Range Specialists,
Inc.
27008 Cerro Verde Avenue
Valencia, CA 91355
Tel: (661) 510-3360
Attn: Jose C. Torres
IF TO CITY:

City of Placentia
401 E. Chapman Ave.

Placentia, CA 92870
Tel: (714) 993-8200
Attn: Brad Butts, Chief of
Police

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

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

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

6.8. Indemnification and Hold Harmless. Consultant agrees to protect, defend, indemnify, and hold free and harmless the City, its officers, officials, agents, employees, and volunteers, at Consultant's sole expense, from and against any and all claims, liabilities, demands, actions, expenses, damages, suits, or other legal proceedings brought against the City, its officers, officials, agents, employees, and volunteers arising out of or in any way connected with the performance of the Consultant, its employees, and/or authorized subcontractors' work undertaken pursuant to this Agreement including all acts or omissions, willful misconduct or negligent conduct, whether active or passive, on the part of the Consultant, its employees and/or subcontractors. The defense obligation provided for hereunder shall apply without any advance showing of negligence, recklessness, or willful misconduct by the Consultant, its employees, and/or authorized subcontractors, but shall be required whenever any claim, action, complaint, or suit asserts as its basis the negligence, recklessness, or willful misconduct of the Consultant, its employees, and/or authorized subcontractors, and/or whenever any claim, action, complaint or suit asserts liability against the City, its officers, officials, agents, employees, and volunteers based upon the work performed by the Consultant, its employees, and/or authorized subcontractors under this Agreement, whether or not the

Consultant, its employees, and/or authorized subcontractors are specifically named or otherwise asserted to be liable, and whether or not there is any evidence of fault or wrongdoing by the Consultant, its employees and/or its subcontractors. Notwithstanding the foregoing, the Consultant shall not be liable for the defense or indemnification of the City for claims, actions, complaints or suits arising out of the sole active negligence or willful misconduct of the City.

This provision shall supersede and replace all other indemnity provisions contained either in the City's specifications or Consultant's Proposal, which shall be of no force and effect.

6.9. Independent Contractor. Consultant is and shall be acting at all times as an independent contractor and not as an employee of City. Consultant shall have no power to incur any debt, obligation, or liability on behalf of City or otherwise act on behalf of City as an agent. Neither City nor any of its agents shall have control over the conduct of Consultant or any of Consultant's employees, except as set forth in this Agreement. Consultant shall not, at any time, or in any manner, represent that it or any of its or employees are in any manner agents or employees of City. Consultant shall secure, at its sole expense, and be responsible for any and all payment of Income Tax, Social Security, State Disability Insurance Compensation, Unemployment Compensation, and other payroll deductions for Consultant and its officers, agents, and employees, and all business licenses, if any are required, in connection with the services to be performed hereunder. Consultant shall indemnify and hold City harmless from any and all taxes, assessments, penalties, and interest asserted against City by reason of the independent contractor relationship created by this Agreement. Consultant further agrees to indemnify and hold City harmless from any failure of Consultant to comply with the applicable worker's compensation laws. City shall have the right to offset against the amount of any fees due to Consultant under this Agreement any amount due to City from Consultant as a result of Consultant's failure to promptly pay to City any reimbursement or indemnification arising under this paragraph.

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

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

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

6.12. Ownership of Documents. All findings, reports, documents, information, and data including, but not limited to, computer tapes or discs, preliminary notes, working documents, files, and tapes furnished or prepared by Consultant or any of its subcontractors in the course of

performance of this Agreement, shall be and remain the sole property of City. Consultant agrees that any such documents or information shall not be made available to any individual or organization without the prior consent of City but shall be made available to the City within ten (10) days of request or within ten (10) days of termination. Any use of such documents for other projects not contemplated by this Agreement, and any use of incomplete documents, shall be at the sole risk of City and without liability or legal exposure to Consultant. City shall indemnify and hold harmless Consultant from all claims, damages, losses, and expenses, including attorneys' fees, arising out of or resulting from City's use of such documents for other projects not contemplated by this Agreement or use of incomplete documents furnished by Consultant.

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

6.13. Public Records Act Disclosure. Consultant has been advised and is aware that this Agreement and all reports, documents, information, and data, including, but not limited to, computer tapes, discs, or files furnished or prepared by Consultant, or any of its subcontractors, pursuant to this Agreement and provided to City may be subject to public disclosure as required by the California Public Records Act (California Government Code Section 7920.000 et seq.).

Exceptions to public disclosure may be those documents or information that qualify as trade secrets, as that term is defined in the California Government Code Section 7924.510, and of which Consultant informs City of such trade secret. The City will endeavor to maintain as confidential all information obtained by it that is designated as a trade secret. The City shall not, in any way, be liable or responsible for the disclosure of any trade secret including, without limitation, those records so marked if disclosure is deemed to be required by law or by order of the Court.

6.14. Conflict of Interest. Consultant and its officers, employees, associates, and subconsultants, if any, will comply with all conflict of interest statutes of the State of California applicable to Consultant's services under this agreement, including, but not limited to, the Political Reform Act (Government Code Sections 81000, et seq.) and Government Code Section 1090. During the term of this Agreement, Consultant and its officers, employees, associates, and subconsultants shall not, without the prior written approval of the City Representative, perform work for another person or entity for whom Consultant is not currently performing work that would require Consultant or one of its officers, employees, associates, or subconsultants to abstain from a decision under this Agreement pursuant to a conflict of interest statute. Consultant's duties and services under this Agreement shall not include preparing or assisting the City with any portion of the City's preparation of a request for proposals, request for qualifications, or any other solicitation regarding a subsequent or additional contract with the City. The City shall at all times retain responsibility for public contracting, including with respect to any subsequent phase of this project. Consultant's participation in the planning, discussions, or drawing of project plans or specifications shall be limited to conceptual, preliminary, or initial plans or specifications. Consultant shall cooperate with the public entity to ensure that all bidders for a subsequent contract on any subsequent phase of this project, if any, have access to the same information, including all conceptual, preliminary, or initial plans or specifications prepared by Consultant pursuant to this Agreement.

6.15. Responsibility for Errors. Consultant shall be responsible for its work and results under this Agreement. Consultant, when requested, shall furnish clarification and/or explanation

as may be required by the City's representative, regarding any services rendered under this Agreement at no additional cost to City. In the event that an error or omission attributable to Consultant occurs, then Consultant shall, at no cost to City, provide all necessary design drawings, estimates and other Consultant professional services necessary to rectify and correct the matter to the sole satisfaction of City and to participate in any meeting required with regard to the correction.

6.16. Prohibited Employment. Consultant will not employ any regular employee of City while this Agreement is in effect.

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

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

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

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

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

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

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

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

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

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:

Rosanna Ramirez, Acting City Administrator
ATTEST:

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

Signature
e%5 fd,eg eS'
Jose C. Torres, President
Co 9e $7
Social Security or Taxpayer ID Number
Date: (r✓,2,S7 Zo2 C

APPROVED AS TO FORM:

Date:

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

Date:

Cyndi Alvarenga, Risk Management Analyst
DEPARTMENTAL APPROVAL:

Date:

Brad Butts, Chief of Police

EXHIBIT A

CONSULTANT'S PROPOSAL AND SCOPE OF WORK
Consultant's response to the City's Request for Proposal and Pricing attached as Exhibit A, Scope of Work.

4Shootinq flange
dir Specialists lb

PROPOSAL/AGREEMENT
City of Placentia Police Department
This Proposal is made and entered into this 5th day of June 2026 by, TMC Shooting Range Specialists Inc. 27008 Cerro Verde Ave, Valencia, CA 91355 ("TMC"), and The City of Placentia Police Department., collectively the "Parties," for the Shooting Range -Training Facility Maintenance and Lead Remediation services Located at: 2995 E. La Jolla Street, Anaheim, CA 92806.

The Parties agree as follows:

1. Staging area for equipment, accessible water supply, 110v power supply.

2. Firing range Lead Remediation, Range will need to be shut down for a minimum of (1) day for the completion of the below described work, at no time will any employee, agent, officer, or city official will be permitted to enter work site or be present unless cleared by a designated official employed by TMC Shooting Range Specialists prior to visit.

3. TMC will remediate granulated rubber media using (TTU) Equipment.

Transportable Treatment Unit. These units are approved by Department of Toxic substance and control which separate the lead projectiles from rubber media the clean rubber is placed back on containment area to manufacturer specification. All lead recovered is placed in containers to be shipped to a designated recycling facility the Department will receive a bill of lading of total amount recovered for your records. TMC will retain all lead recovered. TMC personnel; all work will be completed in accordance with EPA, DPH, DTSC, OSHA, Title 8 1532.1/Title 8 5198 regulations.

4. Scope of work Quarterly (4 Months Total):
• The front of trap, range floor, walls, and reachable horizontal and vertical surfaces will be HEPA vacuumed and mopped/wiped down, this includes bullet containment area, range floor, deflection baffles, range vestibules, cleaning room, ready room, range master's office and up to 500 sqft immediately outside of range entrances.
• Change all pre -filters for air handler exhaust system up to (8) 24"x24"x30" MERV10 bag filters (Quarterly) and up to (8) Rigid frame 24"x24"x12" MERV 17 filters as required. (Filters to be provided by The City of Placentia) • Contaminated filters/filter media will be broken down and placed in Two (2) 55 - gallon drums and removed from the facility for disposal. Filters will be provided by TMC Shooting Range Specialists Inc. unless otherwise specified and agreed upon in writing.
• All sticky mats will be peeled and re -secured to floor, if necessary, all HAZMAT generated from cleaning will be placed in 55 -gallon drums for disposal.

5. TMC will provide Personal Protective Equipment (PPE) for all employees on site, in addition all TMC employees will be lead awareness trained and provided with a copy TMC'S Injury Illness Prevention Plan (IIPP).

6. Upon initial transportation of HAZMAT from Placentia Police Department Training Facility, Range Master/ Authorized representative will receive a preliminary Hazardous waste manifest for your records. Finalized copy will be sent to mailing address upon processing by The State of California Department of Toxic Substance Control (DTSC). Facility EPA Number will be required prior to the start of any and all work.

Contacts for this project TMC Jose C Torres (661) 510-3360 Cell Jose C. Torres Jr. (661) 510-5894 Cell (661) 257-0179 Fax, e-mail: [email protected] Total cost for the above scope of work:

Quarterly Cleaning cost per visit (4) Total:
$3,500.00 (Three Thousand Five Hundred Dollars and No/100) Total for 4 Quarterly visits:
$14,000.00 (Fourteen Thousand Dollars and No/100)

HAZMAT service:
$1,875.00 (One Thousand Eight Hundred Seventy -Five and no/100) Bi-Annually. $3,750.00 (Three Thousand Seven Hundred Fifty and no/100) Annually Lead Remediation Service (1):
$6,500.00 (Six Thousand Five Hundred and No/100). Per Remediation Service.

Total contract price for all described work Annually listed above per line items. *Note: Terms of payment to The City of Placentia Police Department for monies due is NET30, payment will be forwarded to the department unless otherwise specified and agreed upon in writing. All lead and brass will be retained by The City of Placentia. All drums for lead and brass will be provided by The City of Placentia Police Department/City.

Estimated time frame: 1 day for Quarterly Maintenance, and 1 day for Lead Remediation Services.
*TMC Shooting Range Specialists maintains all necessary permits and insurance required by state and federal agencies. This includes Hazardous waste transporter permits, DOT transporter permits, Pollution insurance, 2 -million -dollar liability and auto insurance.

Additional conditions: All work is guaranteed to be as specified. All work is to be completed in a workman like manner according to standard practices and in accordance with all applicable federal, state and local laws, regulations and ordinances. Any alteration or deviation from the above specifications involving extra costs will be executed only upon written orders by the City of Placentia Police Department. authorized agent and will become an extra charge over and above the above scope of work subject to budgeted and appropriated funds. Any substantial defect in workmanship will be remedied without cost to City of Placentia Police Department. TMC shall be responsible for such material, workmanship and equipment only as are under TMC's direct control. TMC is not responsible for any additional fees required by Local or State agency.

Any party hereto may cancel this contract upon deliverance of at least thirty (30) days in advance written notice. In addition, at least fifteen (15) days in advance of any notice by City of Placentia Police Department. of its intent to cancelling, the contractor must be given a written list of any and all specific job deficiencies which contractor must be allowed to correct within a reasonable specified time before cancellation of this contract. In the event of a properly executed contract

cancellation as above prescribed, all unpaid monies for services rendered become immediately due and payable to contractor.

This Agreement shall be effective on the date written below.

IN WITNESS WHEREOF, the parties hereto have caused this contract to be signed and intend to be legally bound thereby.

By:

Jose C. Torres, Owner/President
TMC Shooting Range Specialists Inc.

Date:

By:

City of Placentia Police Department
Designated Officials Signature
By:

City of Placentia Police Department
Designated Officials Printed Name
Date:

1 T MC
�►S Doting range •
r,
Specialisfis
Statement of Acceptance
On behalf of TMC Shooting Range Specialists Inc., I formally acknowledge receipt of RFP No. PD 26-03 and hereby confirm that our organization accepts all conditions, requirements, specifications, and teinis outlined within this Request for Proposal. We have thoroughly reviewed the documentation and understand our obligations should we be selected as the awarded vendor. TMC Shooting Range Specialists Inc. is committed to full compliance with all stated requirements and looks forward to the opportunity to demonstrate our capabilities and expertise in serving your organization's needs. r
f i
Jose C. Torres
President
TMC Shooting Range Specialists Inc.
661-510-3360

T M C
•Shooting Range •
Specialists
Organizationa
Chart Structure
We a re a proud family -owned and operated business, led the father -son team Iro,--;e Torres and Jose C. Torres Ir. We °� sonallT ha i pv a FT ^s`e''e t r-�-� +i rn - .4, -
i, -� � 10 '2'1.
! J L - k� e .s gJ =, d �J �_A 1 `�.� '� 4s ��.+�..i ' u 3,. i i quality
for our clients
TWIG Shooting Range Specialists Inc.
• FEIN 46-3491787
• Point of Contact:

Jose C Torres President
27008 Cerro Verde Ave
Valencia, CA 91355
Cell: 661-510-3360
[email protected]
Executive ead rshio Team
• Chief Executive Officer (CEO): Jose C. Torres Sr.
• Chief Operating Officer (COO): Jose C. Torres Jr.

Dotipart; eets and Ma3ir7"emens,
Operations ,3eriartment
• Operations Manager: Jose C. Torres Sr.
• Logistics Coordinator: Jose C. Torres Jr.

Finance nce Department
• Finance Manager: Jose C. Torres Sr.
• Accounts Payable/Receivable Specialist: Jose C. Torres Jr. -, Resources Human Depar tn- ent
• HR Manager: Jose C. Torres Sr.
• Training and Development Specialist: Jose C. Torres Jr iit�� a r
ecing and Sales Department
• Marketing Manager: Jose C. Torres Sr.
• Sales Manager: Jose C. Torres Jr.
her
• Legal Team: Hacker Law Group

TMC
•ShootingRange •
Specialists ID
TMC Shooting Range Specialists, Inc.

CAGE: 524A2 I SIC: 562910 I NAICS: 713990

CAPABILITY STATEMENT
Your Partner in Range Safety and Sustainability
For over 38 years, TMC has been the trusted expert for law enforcement agencies in creating and maintaining shooting ranges that are safe, compliant, and environmentally responsible. We understand the critical importance of a fully operational and safe facility, and our mission is to handle every aspect of your range so you can focus on yours.

Our Core Services
Complete Range Maintenance & Repair:

From routine cleaning and lead reclamation to comprehensive system repairs and upgrades.

Target System Specialists:

We handle expert installation, maintenance, and repair for all types of target retrieval and control systems.

Environmental & HAZMAT Services:

We ensure your facility meets and exceeds all EPA, DTSC, and CDPH standards with certified lead abatement, contamination control, and hazardous waste management.

HVAC & Air Quality Control:

Full service and repair for your range's vital ventilation systems to ensure the health and safety of your staff and shooters.

Air monitoring and sampling to always ensure shooters safety.

Lead clearance wipe sampling for a safe environment.

Why Agencies Choose TMC:
38± Years of Specialized Experience.

We don't just service shooting ranges; it's all we do. Our depth of knowledge is unmatched in the industry.

Always on Call:

Your range's readiness is our priority. We offer 24/7 support with a guaranteed 24 -hour response time.

Turnkey Solutions:

We manage every detail from assessment to final sign -off, simplifying the process and allowing us to serve as a sole -source contractor.

Commitment to Safety:

Our staff is OSHA -trained and certified, we adhere to the strictest hygiene and lead compliance measures to protect your personnel.

Company Information & Certifications
State Certified:

CDPII certified for lead -related construction and OSHA compliant.

DTSC Approved:

We operate with DTSC-approved transportable treatment equipment.

Staff Clearances:

Our professional staff holds Level 2 security clearances and are fully screened and certified by the OPM, ensuring trust and integrity when working in sensitive facilities.

Present Performance
We are proud to have served a wide range of law enforcement and government agencies, including:

Redwood City Police Department
1310 Maple Street
Redwood City, CA 94063
SGT Albert Lopez I (650) 780-7625
San Jose Police Department
210 W. Mission Street
San Jose, CA 95110
SGT Jonathan Levos (408) 277-5372
Sunnyvale Depaitnient of Public Safety
1210 Bordeaux Drive
Sunnyvale, CA 94089
Anthony Suit (415) 722-9364
Westminster Police Department
7351 Hazard Avenue
Westminster, CA 92683
SGT Darrick Vincent I (949) 322-9948
San Fernando Police Depai .nient
910 1st Street
San Fernando, CA 91340
OFC Chris Rodriguez I (818) 433-5314
Federal Reserve Bank, San Francisco
101 Market Street
San Francisco, CA 94105
SGT Jerrik Chin (415) 314-1553
Federal Reserve Bank, Los Angeles
950 Grand Ave
Los Angeles, CA 90015
SGT Richard Mendoza I (213) 248-7027

EXHIBIT B

INSURANCE REQUIREMENTS
A. Minimum Scope and Limits of Insurance
City reserves the right to review any and all of the required insurance policies and/or endorsements, but has no obligation to do so. Failure to demand evidence of full compliance with the insurance requirements set forth in this Agreement or failure to identify any insurance deficiency shall not relieve Consultant from, nor be construed or deemed a waiver of, its obligation to maintain the required insurance at all times during the performance, including any extension thereof, of this Agreement.

Consultant shall obtain, maintain, and keep in full force and effect during the life of this Agreement, including any extension thereof, all of the following minimum scope of insurance coverages:

1. Commercial General Liability Insurance
Broad -form commercial general liability, with coverage at least as broad as the most current version of ISO Commercial General Liability coverage form CG 00 01, in a form at least as broad as ISO form CG 00 01 04 13, and shall include insurance for premises and operations, products/completed operations, broad form property damage, blanket contractual liability, independent contractors, personal injury or bodily injury, and personal and advertising injury with a policy limit of not less than Two Million Dollars ($2,000,000.00) per occurrence and Four Million Dollars ($4,000,000.00) general aggregate. The aggregate limit, encompassing the above coverage, shall apply separately to this project/location. If Consultant maintains higher limits than the specified minimum limits, City requires and shall be entitled to coverage for the higher limits maintained by the Consultant.

2. Business Automobile Liability Insurance
Business automobile liability for all owned, hired, leased, and non -owned vehicles at least as broad as the most current version of ISO Business Auto Coverage Form CA 00 01, with a policy limit of not less than Two Million Dollars ($2,000,000.00) combined single limit per accident. If Consultant maintains higher limits than the specified minimum limits, City requires and shall be entitled to coverage for the higher limits maintained by the Consultant.

3. Workers' Compensation and Employer's Liability Insurance Workers' compensation insurance as required by the State of California and Employer's Liability Insurance with a minimum limit of One Million Dollars ($1,000,000.00) per accident for any employee or employees of Consultant. Consultant agrees to waive and to obtain endorsements from its workers' compensation insurer waiving subrogation rights under its workers' compensation insurance policy against the City, its officers, officials, agents, employees, and volunteers for losses arising from work performed by

Consultant for the City and to require each of its subcontractors, if any, to do likewise under their workers' compensation insurance policies.

By signing this Agreement, the Consultant acknowledges and agrees to the following:

I am aware of the provisions of Section 3700 of the Labor Code which require every employer to be insured against liability for Workers' Compensation or to undertake self-insurance in accordance with the provisions of that code, and I will comply with such provisions before commencing the performance of the work of this contract.

The Consultant shall also comply with Section 3800 of the Labor Code by securing, paying for, and maintaining in full force and effect for the duration of this Agreement, complete workers' compensation insurance, and shall furnish a certificate of insurance to the Project Manager before execution of this Agreement by the City. The City, its officers, officials, agents, employees, and volunteers shall not be responsible for any claims in law or equity occasioned by failure of the Consultant to comply with this Section.

4. 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.

Defense fees and costs shall not deplete the limits of any insurance provided under this Agreement.

5. The Consultant's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability.

6. Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Consultant shall ensure the City is an additional insured on insurance required from subcontractors.

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

8. Coverage shall be on a standard occurrence form. Claims -made forms are not acceptable. Modified, limited, or restricted occurrence forms are not acceptable.

EXHIBIT C

CERTIFICATES OF INSURANCE
The selected Proposer's insurance certificates will be placed here, upon execution of the Agreement.

Document jbd96179ecce491 daa9cdf3ac5256a8961 ffd874
rn
AC M? CERTIFICATE OF LIABILITY INSURANCE
`i
DATE(MM/DD/Yr N _
06/18/2026

THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE

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

HOLDER. THIS

BY THE POLICIES

AUTHORIZED
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). or be endorsed.

A statement on

PRODUCER
Marlon Roa Insurance Agency
26007 Huntington Lane Ste 2
Valencia CA 91355
CONTACT Marlon Roa
NAME:
(A/° No, Ext): 661-702-0625 (AA/C, No):

AIL
ADDRESS: [email protected]

INSURER(S) AFFORDING COVERAGE
NAIC #
INSURER A : Spinnaker Insurance Company
24376

INSURED
Jose Torres
TMC Shooting Range Specialist Inc
Valencia CA 91355
INSURER B : Progressive Insurance
10193
INSURER C : Markel
38970
INSURER D : Stae Fund
35076
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
A
X
X

TYPE OF INSURANCE

COMMERCIAL GENERAL LIABILITY
X

CLAIMS -MADE
OCCUR
GEN'L AGGREGATE LIMIT APPLIES PER:

PRO-
JECT
POLICY
OTHER:

LOC
ADDL
PIED
Y
SUBR
WV')
Y

POLICY NUMBER
CSG-00149366-00

POLICYEFF
(MM/DD/YYYY)
04/05/2026

POLICY EXP
(MM/DD/YYYY)
04/05/2027
LIMITS

EACH OCCURRENCE

DAMAGE TO RENTED
PREMISES (Ea occurrence)
$ 1,000,000
$ 50,000
MED EXP (Any one person)
$ 5,000

PERSONAL & ADV INJURY

GENERAL AGGREGATE
$ 1,000,000
$ 2,000,000

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

AUTOMOBILE LIABILITY

ANY AUTO
OWNED

AUTOS ONLY
XHIRED

AUTOS ONLY
X

SCHEDULED
AUTOS

NON -OWNED

AUTOS ONLY
974473066
05/26/2026
11/26/2026

COMBINED SINGLE LIMIT
(Ea accident)
BODILY INJURY (Per person)
BODILY INJURY (Per accident)

PROPERTY DAMAGE
(Per accident)
$ 1,000,000
$
C
X

UMBRELLA LIAB

EXCESS LIAB
X
OCCUR

CLAIMS -MADE
DED
RETENTION $
6852329
08/27/2025
08/27/2026

EACH OCCURRENCE
$ 5,000,000

AGGREGATE
$ 5,000,000
D

WORKERS COMPENSATION

AND EMPLOYERS' LIABILITY

ANYPROPRIETOR/PARTN ER/EXECUTIVE
OFFICER/MEMBER EXCLUDED?
(Mandatory In NH)
II yes, describe under
DESCRIPTION OF OPERATIONS below
Y/N
N/A
Y
9093919-2025
03/26/2026
03/26/2027
PER

STATUTE
E.L EACH ACCIDENT
OTH-
ER
$ 1,000,000
E.L. DISEASE - EA EMPLOYEE
$ 1,000,000
E.L. DISEASE - POLICY LIMIT
$ 1,000,000
E
Contractors Pollution Liability
EGL00129262
04/10/2026
04/10/2027
Each Incident Limit
Aggregate Limit
$1,000,000
$2,000,000
DESCRIPTION OF OPERATIONS I LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached II mom space is required)
City of Placentia, its elected and appointed officials, emoloyees and volunteers as Additional Insured

CERTIFICATE HOLDER
City of Placentia
401 E. Chapman Ave.

Placentia CA 92870

CANCELLATION

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE

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

AUTHORIZED REPRESENTATIVE
© 1988-2015 ACORD CORPORATION. All rights reserved.

ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD

Policy Number: CSG-00149366-02

BUSINESSOWNERS
BP 14 88 07 13
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

PRIMARY AND NONCONTRIBUTORY -

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

BUSINESSOWNERS COVERAGE FORM
The following is added to Paragraph H.

Insurance of Section III — Common
Conditions and supersedes any provision
contrary:

Other
Policy
to the
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
BP 14 88 07 13

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.
© Insurance Services Office, Inc., 2012 Page 1 of 1

POLICY NUMBER: CSG-00149366-02

BUSINESSOWNERS
CTF CW AIMPB 08 23
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

ADDITIONAL INSURED - MANAGERS OR LESSORS

OF PREMISES (BLANKET)
This endorsement modifies insurance provided under the following:

BUSINESSOWNERS COVERAGE FORM

SCHEDULE
Designation Of Premises (Part Leased To You):

Name Of Person(s) Or Organization(s) (Additional Insured):

Any person or organization with whom you agree in a written agreement for lease or rental of premises or building, prior to loss, to name as an additional insured in this Businessowners Coverage Additional Premium:

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

Section II — Liability is amended as follows:

A. The following is added to Paragraph C. Who Is
An Insured:

3. The person(s) or organization(s) shown in the
Schedule is also an additional insured, but
only with respect to liability arising out of the
ownership, maintenance or use of that part of
the premises leased to you and shown in the
Schedule.

However:
a. The insurance afforded to such additional
insured only applies to the extent permitted
by law; and
b. 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:

1. Any "occurrence" that takes place after you
cease to be a tenant in the premises
described in the Schedule.

Structural alterations, new construction or
demolition operations performed by or for the
person(s) or organization(s) designated in the
Schedule.

C. With respect to the insurance afforded to these
additional insureds, the following is added to
Paragraph D. Liability And Medical Expenses
Limits Of Insurance:

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

1. Required by the contract or agreement; or

2. Available under the applicable Limits Of
Insurance shown in the Declarations;
whichever is less.

This endorsement shall not increase the
applicable Limits Of Insurance shown in the
Declarations.

CTF CW AIMPB 08 23
© Insurance Services Office, Inc., 2012 Page 1 of 1

N
N

BUSINESSOWNERS
CTF CW WAIVB 08 23
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

WAIVER OF TRANSFER OF RIGHTS OF RECOVERY

AGAINST OTHERS TO US (BLANKET)
This endorsement modifies insurance provided under the following:

BUSINESSOWNERS COVERAGE FORM

SCHEDULE
Name Of Person Or Organization:

Any person or organization with whom you agree in a written contract, executed prior to loss, to waive our right to recovery under this Businessowners Coverage Form
Information recuired to complete this Schedule, if not shown above, will be shown in the Declarations.

Paragraph K. Transfer Of Rights Of Recovery
Against Others To Us in Section III — Common
Policy Conditions is amended by the addition of the
following:

We waive any right of recovery we may have against
the person or organization shown in the Schedule
above because of payments we make for injury or
damage arising out of your ongoing operations or
"your work" done under a contract with that person or
organization and included in the "products -completed
operations hazard". This waiver applies only to the
person or organization shown in the Schedule above.

CTF CW WAIVB 08 23
Includes copyrighted material of Insurance Page 1 of 1
Services Offices, Inc., with its permission.

Agenda Item No: 1.m

PLACENTIA CITY COUNCIL AGENDA REPORT
Meeting Date: July 21, 2026
Submitted by: Andrew Gonzales
From: Development Services
Subject:

AWARD OF PROFESSIONAL SERVICES AGREEMENTS FOR ON -CALL PLANNING SERVICES: CURRENT PLANNING & DEVELOPMENT REVIEW SUPPORT Financial Impact:

Budget: Services are funded through a combination of the Development Services Department operating budget and developer -funded cost recovery accounts, as applicable.

Expense: $100,000 Annual Not -to -Exceed Amount Per Consultant Five -Year Contract Total: $100,000 Per Consultant ($300,000 Combined) Summary:

The Development Services Department released a Request for Proposals (RFP) for On -Call Planning Services: Current Planning & Development Review Support on April 23, 2026, with proposals due on May 8, 2026. Eleven (11) qualified consulting firms submitted proposals by the deadline. Following a comprehensive evaluation by a selection committee consisting of the Development Services Director, Planning Manager, and Associate Planner, staff recommends awarding Professional Services Agreements to CSG Consultants, Inc., Interwest Consulting Group, Inc., and Michael Baker International. The three firms received the highest overall evaluation scores and will provide specialized planning services on an as -needed basis to supplement City staff.

Recommended Action:

It is recommended that the City Council:

1. Approve a Professional Services Agreement with CSG Consultants, Inc. to provide on - call planning services for a not -to -exceed amount of $100,000 annually for a five-year term, with two optional one-year extensions; and

2. Approve a Professional Services Agreement with Interwest Consulting Group, Inc. to provide on -call planning services for a not -to -exceed amount of $100,000 annually for a five-year term, with two optional one-year extensions; and

3. Approve a Professional Services Agreement with Michael Baker International to provide on -call planning services for a not -to -exceed amount of $100,000 annually for a five-year term, with two optional one-year extensions; and

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

Strategic Plan Statement:
253

Awarding these Professional Services Agreements advances the City Council's Strategic Goals of Organizational Excellence and Economic Development by ensuring the Development Services Department maintains the staffing flexibility and technical expertise necessary to process development applications efficiently, provide responsive customer service, and support continued investment and economic activity throughout the City.

Discussion:

The Development Services Department is responsible for administering current planning services, including the review and processing of discretionary and ministerial development applications, zoning and development review, plan check coordination, public hearing support, California Environmental Quality Act (CEQA) compliance, and other related planning functions. While the Department is staffed to accommodate routine workloads, periodic fluctuations in development activity, specialized technical assignments, employee absences, and vacancies require supplemental professional planning assistance to maintain timely customer service and project processing.

To establish a qualified pool of consultants capable of providing these services on an as - needed basis, the City released a Request for Proposals (RFP) for On -Call Planning Services:

Current Planning & Development Review Support on April 23, 2026. The RFP sought qualified consulting firms capable of providing current planning, development review, project management, CEQA review, public hearing support, plan check services, and related planning assistance. Eleven (11) consulting firms submitted proposals by the May 8, 2026, deadline.

A selection committee consisting of the Development Services Director, Planning Manager, and Associate Planner independently evaluated each proposal using the criteria established in the RFP. Following completion of the evaluation process, the three highest -ranked firms were:
• CSG Consultants, Inc. — 91 Points
• Interwest Consulting Group, Inc. — 90 Points
• Michael Baker International — 89 Points
Each of the recommended firms demonstrated extensive municipal planning experience, highly qualified personnel, competitive fee schedules, and the technical expertise necessary to provide current planning and development review services. Their proposals reflected a strong understanding of the City's operational needs and demonstrated the ability to integrate seamlessly with City staff while providing responsive, high -quality planning services.

Unlike building inspection or plan check services, planning assignments vary significantly in complexity, technical specialization, and workload demands. Maintaining multiple on -call consultants provides the City with greater operational flexibility by allowing assignments to be distributed based on each firm's expertise, staff availability, responsiveness, project complexity, and potential conflicts of interest. This approach minimizes delays in application processing while ensuring the City has immediate access to specialized planning resources whenever needed.

The recommended Professional Services Agreements do not guarantee any minimum amount of work. Instead, services will be assigned solely at the City's discretion on an as -needed basis, with compensation based only on work actually performed. Staff anticipates utilizing these agreements to address temporary workload increases, specialized planning assignments, employee vacancies, vacation coverage, and developer -funded projects requiring supplemental staffing resources.
254

Based on the qualifications, experience, responsiveness, and overall value demonstrated through the competitive selection process, staff recommends awarding Professional Services Agreements to CSG Consultants, Inc., Interwest Consulting Group, Inc., and Michael Baker International.

Financial Summary:

The services authorized by these PSAs are funded through a combination of the Development Services Department operating budget and developer -funded cost recovery accounts, as applicable. At this time, Development Services does have a small amount of funds budgeted for Planning -related contract services, but as the need arises, additional funds may be allocated by City Council using developer -funded cost recovery accounts.

Attachments

1. PSA - CSG Consultants (On -Call Planning).pdf

2. PSA - Interwest Consultants (On -Call Planning).pdf

3. PSA - Michael Baker Consultants (On -Call Planning).pdf 255

CITY OF PLACENTIA

PROFESSIONAL SERVICES AGREEMENT
WITH
CSG CONSULTANTS, INC.

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

WITNESSETH:

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

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

1.0. SERVICES PROVIDED BY CONSULTANT

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

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

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

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

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

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

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

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

1.7. Delegation and Assignment. This is a personal service contract, and the duties set forth herein shall not be delegated or assigned to any person or entity without the prior written consent of City. Consultant may engage a subcontractor(s) as permitted by law and may employ other personnel to perform services contemplated by this Agreement at Consultant's sole cost and expense. All insurance requirements contained in this Agreement are independently applicable to any and all subcontractors that Consultant may engage during the term of this 2 [CSG Consultants, Inca
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Agreement.

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

2.0. COMPENSATION AND BILLING

2.1. Compensation. Consultant shall be paid in accordance with the fee schedule set forth in Exhibit "A". Consultant's total compensation shall not exceed One Hundred Thousand Dollars ($ 100,000.00), unless authorized herein.

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

Should the City request in writing additional services that increase the hereinabove described "Scope of Services", an additional fee based upon the Consultant's standard hourly rates shall be paid to the Consultant for such additional services. Such increase in additional fees shall be limited to 10% of the total contract sum. The City Administrator is authorized to approve a Change Order for such additional services. Where the original contract is $40,000.00 or less, City Council approval shall be required prior to any increase bringing the total compensation to more than $40,000.00.

2.3. Method of Billing. Consultant may submit invoices to the City for approval on a progress basis, but no more often than two times a month. Said invoice shall be based on the total of all Consultant's services which have been completed to City's sole satisfaction. City shall pay Consultant's invoice within forty-five (45) days from the date City receives said invoice. Each invoice shall describe in detail the services performed, the date of performance, and the associated time for completion. Any additional services approved and performed pursuant to this Agreement shall be designated as "Additional Services" and shall identify the number of the authorized change order, where applicable, on all invoices.

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

3.0. TIME OF PERFORMANCE

3.1. Commencement and Completion of Work. The professional services to be performed pursuant to this Agreement shall commence within five (5) days from the Effective Date of this Agreement. Said services shall be performed in strict compliance with the Project Schedule 3 [CSG Consultants, Inca
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approved by City as set forth in Exhibit "A".

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

4.0. TERM AND TERMINATION

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

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

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

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

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

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

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

5.0. INSURANCE

5.1. Insurance. The Consultant and all subcontractors, if any, shall procure and maintain, at its sole cost and expense, in a form and content satisfactory to City, during the entire term of this Agreement, including any extension thereof, insurance as set forth in Exhibit "B" attached hereto and incorporated herein by this reference.

Neither the City nor any of its officers, officials, agents, employees, or volunteers makes any representation that the types of insurance and the limits specified to be carried by Consultant under this Agreement are adequate to protect Consultant. If Consultant believes that any such insurance coverage is insufficient, Consultant shall provide, at its own expense, such additional insurance as Consultant deems adequate.

5.2. Deductible or Self -Insured Retention. If any of such policies provide for a deductible or self -insured retention to provide such coverage, the amount of such deductible or self -insured retention shall be approved in advance by City. No policy of insurance issued as to which the City is an additional insured shall contain a provision which requires that no insured except the named insured can satisfy any such deductible or self -insured retention.

5.3. Certificates of Insurance. Consultant shall provide to City certificates of insurance showing the insurance coverages, as well as providing the City with the required endorsements in a form and content approved by City, prior to performing any services under this Agreement.

The certificates of insurance and endorsements shall be attached hereto as Exhibit "C" and incorporated herein by this reference.
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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 Consultant may be held responsible for payments of damages to persons or property.

6.0. GENERAL PROVISIONS

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

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

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

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

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

6.4. Notices. Any notices, documents, correspondence, or other communications concerning this Agreement or the work hereunder may be provided by personal delivery, facsimile or if mailed, shall be addressed as set forth below and placed in a sealed envelope, postage prepaid, and deposited in the United States Postal Service. Such communication shall be deemed served or delivered: a) at the time of delivery if such communication is sent by personal delivery; b) at the time of transmission if such communication is sent by facsimile; and c) 72 hours after deposit in the U.S. Mail as reflected by the official U.S. postmark if such communication is sent through regular United States mail.

IF TO CONSULTANT: IF TO CITY:

Ethan Edwards, AICP
Vice President of Planning Services
CSG Consultants, Inc.
3240 El Camino Real, Suite 190
6 City of Placentia
401 E. Chapman Ave.

Placentia, CA 92870
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Irvine, CA 92602
Tel: (714) 699-4297
Fax: (714) 568-1028
Attn: Ethan Edwards, AICP
Vice President of Planning Services
Tel: (714) 993-8124
[email protected]
Attn: Joseph Lambert
Director of Development
Services

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

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

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

6.8. Indemnification and Hold Harmless. Consultant agrees to protect, defend, indemnify, and hold free and harmless the City, its officers, officials, agents, employees, and volunteers, at Consultant's sole expense, from and against any and all claims, liabilities, demands, actions, expenses, damages, suits or other legal proceedings brought against the City, its officers, officials, agents, employees, and volunteers arising out of or in any way connected with the performance of the Consultant, its employees, and/or authorized subcontractors' work undertaken pursuant to this Agreement including all acts or omissions, willful misconduct or negligent conduct, whether active or passive, on the part of the Consultant, its employees and/or subcontractors. The defense obligation provided for hereunder shall apply whenever any claim, action, complaint or suit asserts liability against the City, its officers, officials, agents, employees, and volunteers based upon the work performed by the Consultant, its employees, and/or authorized subcontractors under this Agreement, whether or not the Consultant, its employees, and/or authorized subcontractors are specifically named or otherwise asserted to be liable, and whether or not there is any evidence of fault or wrongdoing by the Consultant, its employees and/or its subcontractors. Notwithstanding the foregoing, the Consultant shall not be liable for the defense or indemnification of the City for claims, actions, complaints or suits arising out of the sole active negligence or willful misconduct of the City. This provision shall supersede and replace all other indemnity provisions contained either in the City's specifications or Consultant's Proposal, which shall be of no force and effect.

6.9. Independent Contractor. Consultant is and shall be acting at all times as an independent contractor and not as an employee of City. Consultant shall have no power to incur 7 [CSG Consultants, Inca
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any debt, obligation, or liability on behalf of City or otherwise act on behalf of City as an agent.

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

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

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

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

6.12. Ownership of Documents. All findings, reports, documents, information, and data including, but not limited to, computer tapes or discs, preliminary notes, working documents, files, and tapes furnished or prepared by Consultant or any of its subcontractors in the course of performance of this Agreement, shall be and remain the sole property of City. Consultant agrees that any such documents or information shall not be made available to any individual or organization without the prior consent of City but shall be made available to the City within ten (10) days of request or within ten (10) days of termination. Any use of such documents for other projects not contemplated by this Agreement, and any use of incomplete documents, shall be at the sole risk of City and without liability or legal exposure to Consultant. City shall indemnify and hold harmless Consultant from all claims, damages, losses, and expenses, including attorneys' fees, arising out of or resulting from City's use of such documents for other projects not contemplated by this Agreement or use of incomplete documents furnished by Consultant. 8 [CSG Consultants, Inca
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Consultant shall deliver to City any findings, reports, documents, information, data, preliminary notes and working documents, in any form, including but not limited to, computer tapes, discs, files audio tapes, or any other Project related items as requested by City or its authorized representative, at no additional cost to the City. Consultant or Consultant's agents shall execute such documents as may be necessary from time to time to confirm City's ownership of the copyright in such documents.

6.13. Public Records Act Disclosure. Consultant has been advised and is aware that this Agreement and all reports, documents, information, and data, including, but not limited to, computer tapes, discs, or files furnished or prepared by Consultant, or any of its subcontractors, pursuant to this Agreement and provided to City may be subject to public disclosure as required by the California Public Records Act (California Government Code Section 7920.000 et seq.). Exceptions to public disclosure may be those documents or information that qualify as trade secrets, as that term is defined in the California Government Code Section 7924.510, and of which Consultant informs City of such trade secret. The City will endeavor to maintain as confidential all information obtained by it that is designated as a trade secret. The City shall not, in any way, be liable or responsible for the disclosure of any trade secret including, without limitation, those records so marked if disclosure is deemed to be required by law or by order of the Court.

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

During the term of this Agreement, Consultant and its officers, employees, associates, and subconsultants shall not, without the prior written approval of the City Representative, perform work for another person or entity for whom Consultant is not currently performing work that would require Consultant or one of its officers, employees, associates, or subconsultants to abstain from a decision under this Agreement pursuant to a conflict of interest statute. Consultant's duties and services under this Agreement shall not include preparing or assisting the City with any portion of the City's preparation of a request for proposals, request for qualifications, or any other solicitation regarding a subsequent or additional contract with the City. The City shall at all times retain responsibility for public contracting, including with respect to any subsequent phase of this project.

Consultant's participation in the planning, discussions, or drawing of project plans or specifications shall be limited to conceptual, preliminary, or initial plans or specifications.

Consultant shall cooperate with the public entity to ensure that all bidders for a subsequent contract on any subsequent phase of this project, if any, have access to the same information, including all conceptual, preliminary, or initial plans or specifications prepared by Consultant pursuant to this Agreement.

6.15. Responsibility for Errors. Consultant shall be responsible for its work and results under this Agreement. Consultant, when requested, shall furnish clarification and/or explanation as may be required by the City's representative, regarding any services rendered under this Agreement at no additional cost to City. In the event that an error or omission attributable to Consultant occurs, then Consultant shall, at no cost to City, provide all necessary design drawings, estimates, and other Consultant professional services necessary to rectify and correct the matter to the sole satisfaction of City and to participate in any meeting required with regard to the correction.

6.16. Prohibited Employment. Consultant will not employ any regular employee of City 9 [CSG Consultants, Inca
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while this Agreement is in effect.

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

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

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

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

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

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

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

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

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

6.25. Counterparts. This Agreement may be executed in one or more counterparts, 10 [CSG Consultants, Inca
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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:

City Administrator or Mayor
ATTEST:

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

Cyrus Kianpour, President of CSG
Consultants
91-2053749
Social Security or Taxpayer ID Number
APPROVED AS TO FORM:

Christian L. Bettenhausen, City Attorney
11 Date: 7/14/26
Date:
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APPROVED AS TO INSURANCE:

Date:

Cyndi Alvaranga, Risk Manager
APPROVED AS TO CONTENT:

Date:

Joseph Lambert, Project Manager
DEPARTMENTAL APPROVAL:

Date:

Joseph Lambert, Director of
Development Services
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EXHIBIT A

CONSULTANT'S PROPOSAL AND SCOPE OF WORK
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CSG

CONSULTANTS
269

CSG

CONSULTANTS
Employee -Owned
May 8, 2026
City of Placentia
Joseph Lambert
Development Services Director
401 E Chapman Avenue
Placentia, CA 92870
Subject: On -Call Planning Services: Current Planning & Development Review Support
Dear Mr. Lambert
Thank you for the opportunity for CSG Consultants, Inc. (CSG) to submit our qualifications to the City of Placentia (City). We are excited to continue our collaboration with the City, utilizing our specialized Planning and Environmental expertise to support sustainable urban development and provide exceptional service to the community.

Through our many years of service to our public agency clients, we have learned that key attributes a consultant can offer a client are expertise, experience, responsiveness, flexibility, and a solid understanding of community concerns. In addition to acting on these service principles, CSG has as a main objective — to focus on ensuring integrity and excellence in our analyses and processes, culminating in mutually beneficial solutions and the successful review of projects.

CSG is an employee -owned company and works solely for public agencies, serving as a seamless extension of municipal staff. We currently furnish planning, environmental, sustainability, building and safety, fire prevention, code enforcement, public works, and a host of additional services to over 250 municipal clients throughout California.

From our broad bench of licensed and certified professionals, we can select and readily commit team members ideally suited to deliver the exact services required and customized support to meet our clients' unique and challenging needs. CSG has also partnered with CRM Tech to provide comprehensive cultural/historical resources services, and Michael Baker International to provide air quality, greenhouse gas emissions, energy, noise, and traffic/transportation technical services. Additionally, CSG planners are adept at remote services which work well for many jurisdictions.

Mr. Ethan Edwards, AICP, CSG's Vice President of Planning Services, will serve as the Quality Assurance and Quality Control Manager. Ms. Gena Guisar, AICP, Director of Planning Services, will serve as the primary contact for the City.

We look forward to assisting the City. Ms. Guisar would be happy to answer any questions regarding our qualifications and/or services.

PRIMARY CONTACT
Gena Guisar, AICP
Director of Planning Services
714.794.8027
[email protected]
3240 El Camino Real,
Suite 190
Irvine, CA 92602

CONTRACT AUTHORITY
Cyrus Kianpour, PE, PLS
President, CSG Consultants, Inc.
(650) 522-2500 / bid [email protected]
Ethan Edwards, AICP
VP of Planning Services
714.699.4297
[email protected]
CSG Consultants — On -Call Planning Services: Current Planning & Development Review Support 270

CSG CONSULTANTS

TABLE OF CONTENTS

1. Transmittal Letter i

2. Approach to Services 2

3. Company Information 7

4. References 11
Appendix: Team Resumes
CSG Consultants — On -Call Planning Services: Current Planning & Development Review Support 1 271

CSG CONSULTANTS

2. Approach to Services

PLANNING SERVICES
CSG views every assignment and project as an opportunity to build long-lasting, meaningful working relationships with our clients. We maintain clear lines of communication with every client, stakeholder, agency, decisionmaker, and project team member to ensure assignments and projects achieve and exceed expectations.

We are solutions -oriented, focused on teamwork, and maintain a high level of professionalism in everything we do. Our mission is to consistently meet or exceed our clients' expectations in a responsible and efficient manner.

At CSG, we act as project managers in most of our efforts, but we are first and foremost planners. Our goal is to always perform as a "partner planner" for our clients, providing additional support and services to existing agency staff members. CSG's project managers bring decades of project management experience, implementing best practices, while delivering work products on time and within budget.

A comprehensive approach to project management includes attention to land -use planning, economic feasibility, urban design, and the environment. Our project management philosophy is built on anticipating and preparing for all issues that may arise throughout the project process. By continually considering and developing the appropriate processes and plans to address political, environmental, social, and design challenges/opportunities, we can better serve the City while delivering the highest quality product. Our management team of senior professionals will work in close partnership with City staff to ensure continuous coordination of our proposed services. They will assist the City in determining planning and environmental review requirements with support from additional CSG planners and technical staff, allowing our team to provide a wide range of services cost-effectively.

CURRENT AND ADVANCED PLANNING
At CSG, we believe that changing environmental conditions, increased housing need, diminishing raw land inventory, complex mobility issues, urban infill opportunities, and economic feasibility are all becoming pivotal factors driving projects and the future of development. Our team fuses thoughtful creativity with function, practicality with aesthetics, and connecting places with people.

CSG's approach to current and long-range planning is to "dig in" and become familiar with the City's General Plan, Zoning Code, other development process resources, ongoing projects, and development trends so that we may best assist the City. Our staff planners perform planning activities, such as (but not limited to):
• Analyzing a project's compliance with the City's plans, policies, and regulations. Our staff is familiar with conducting site plan reviews, plan checks, and design reviews; historic reviews, evaluating Tentative Maps, development permits, conditional use permits, and other permits; and conducting General Plan and zoning amendments.
• Reviewing and processing both ministerial and discretionary applications. • Researching, compiling, and analyzing social, economic, environmental, and associated data. • Preparing the necessary long-range planning documents and amendments. • Meeting with developers, their consultants, and other project proponents, such as property owners and other interested groups. We recognize that these are important groups and individuals to any project. • Providing public counter services, including but not limited to answering general questions and processing Zoning Clearances, Accessory Dwelling Unit Zone Clearances, Temporary Use Permits, Home Occupation Permits, and/or Short -Term Rentals permits.

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client wishes. Our staff are available to attend community meetings and present at public hearings; prepare staff reports, resolutions, and ordinances; and prepare in -person and/or electronic presentations.

CSG staff also have knowledge and experience in providing affordable housing support, preparing and administering grants, preparing parking studies, performing fiscal and economic analyses, and providing GIS assistance.

Current Planning
CSG's Planning team provides contract staff support, entitlement services, and project management for a variety of types of projects. We excel at interfacing with public agencies and elected officials, tackling a wide range of current planning issues, and serving as case planners, applicant liaisons, or even assisting the public at the counter. Our staff planners perform daily planning activities, including (but not limited to):
• Zoning review and compliance
• Project entitlement services
• Subdivision Map Act compliance
• Site plan review and design review
• Plan check
• Construction inspection services based on approved plans and conditions of approval • Other services as needed
Our planning staff also serves as an extension of City staff, preparing staff reports, ordinances, resolutions, and making presentations to Zoning Hearing Administrators, Design Review Boards, Planning Commissions, City Councils, or Boards of Supervisors.

Advanced Planning
CSG's planners are well -versed in the creation and management of long-range policy documents and assist communities with community engagement, visioning, goal setting, and implementation, as well as project coordination for applicants and their consultant teams. Our team has prepared General Plans, Specific Plans as well as Community and Area Plans, Climate Action and Adaptation Plans, Design Guidelines, Zoning Code updates, and Economic Development Plans.

WELO Review Services
Our firm offers WELO compliance reviews, including detailed reviews of landscape plans, water budgets, grading plans, and soil management reports as part of a Landscape Documentation Package Review and compliance support in which staff provides feedback, checklists, and recommendations to bring non -compliant plans into compliance with state and local codes.
• Provide on -call services to review landscape plans for compliance with WELO. • Review required Water Efficient Landscape Worksheet Calculations for the project:
• Maximum Applied Water Allowance and Estimated Total Water Use. • Review the planting and irrigation plans for appropriate plant selection, plant water use zones, irrigation methods, and irrigation efficiency.
• Review plans for landscape industry standards for irrigation and planting, water efficient irrigation equipment and design, and appropriateness and adaptability of selected plants to the local climate. • Verify all required plan documentation submittals are complete including a Statement of Compliance and Certificate of Completion.

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ENVIRONMENTAL PLANNING SERVICES
CSG planners are environmental stewards for our natural and built environments. CSG's approach to any environmental documentation is to understand and analyze each project based on the environmental issues that are pertinent to a project. CSG's approach to environmental documentation emphasizes technically solid, impartial analysis, and active management to keep projects on schedule and within budget. We pride ourselves on our ability to turn products around quickly and effectively without sacrificing quality and accuracy.

CSG recognizes that future City projects, depending on their type, size, and issues of concern, may require several different types of CEQA documentation. A work program will be initiated following the completion and confirmation of the Project Description. As directed by the City, CSG can then proceed with the preparation of an Initial Study pursuant to Appendix G of the CEQA Guidelines. The Initial Study will provide a screening and threshold review for each topical area to confirm and proceed with the appropriate CEQA clearance review.

Additionally, and more specifically, we embrace the following steps in the review process:
• Establish a communications protocol and technical leads, including subconsultants and other key team members, to ensure project critical information is efficiently and accurately conveyed across the team. • Ensure roles/responsibilities are clear for efficient management of assignments and quality control of services and deliverables.
• Determine key project description details with the City early to facilitate accurate and consistent reviews and analysis.
• Agree on an initial project schedule and budget and a protocol for updating status during project phases. • Verify that the technical approach/scope of services, as conveyed in the proposal, meets the City's expectations following completion of the Project Description. • Collaborate upfront with the City on standard templates for project deliverables, including peer review technical memoranda and CEQA document components.

Communications and Techniques
Our management style includes consistent, regular interaction and communications among staff, the CSG team, and other interested/responsible governmental agencies and parties, as appropriate, allowing for frequent exchange of information without loss of time or resources. If we encounter a constraint or challenge, we will immediately notify the City and provide short- and/or long-term solutions to any difficulties. We pride ourselves on our ability to turn products around quickly and effectively without sacrificing quality and accuracy.

Developing Project Descriptions and Context
We understand the importance of confirming the Project Description as early in the process as possible to ensure consistency between technical documents and avoid the need to redo analyses. CSG can assist City staff in determining the information required to proceed with the environmental review. We also have proven strategies to move forward with environmental review when there are unknowns, or a project design requires flexibility. For example, when there are different scenarios a project might implement, we can determine the most conservative scenario, so that each scheme is covered by the environmental review.

Conducting Preliminary Environmental Compliance Review
As part of scoping, we complete a comprehensive review of a project to determine whether it is exempt from environmental review or a candidate for streamlined review. For example, we can determine if there is an opportunity to streamline the environmental review of projects utilizing CEQA Guidelines Section 15183, which allows for a streamlined review if a project is consistent with the development density established by existing zoning, community, or general plan polices for which an EIR was certified, or Section 15168, which states that later activities may be found within the scope of a certified Program EIR, and no further environmental documents would be required. CSG is also familiar with all 33 Categorical Exemptions and is available to meet with City staff to discuss specific projects and to confirm whether any exemptions would apply. We can prepare the required documentation to demonstrate why such activities would be exempt from CEQA in the form of a memoranda that explains why no possible exceptions exist that could preclude the use of a Categorical Exemption for a project.

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Preparing Initial Studies
If it is determined that a project requires additional environmental review, CSG could then proceed with the preparation of an Initial Study pursuant to Appendix G of the CEQA Guidelines. The Initial Study provides a screening and threshold review for each topical area to confirm the appropriate CEQA clearance. An Initial Study is the common supporting review documentation for a (mitigated) negative declaration determination. In certain circumstances, we know that a project will result in significant impacts, requiring the preparation of an EIR. In these cases, to save time and reduce costs, we may recommend the preparation of an EIR without an Initial Study. However, even in the case where an EIR will be required, it may be beneficial to prepare an Initial Study to help focus the EIR on the potentially significant impacts. CSG can assist the City in making this determination on a project -by -project basis.

Preparing EIRs
When there is substantial evidence that a proposed project or action may result in potentially significant impacts on the environment, CSG possesses the technical capabilities and expertise to assist our agency clients in preparing an EIR, including, but not limited to:
• Defining the project description,
• Identifying stakeholders and affected agencies,
• Maintaining the administrative record,
• Preparing and distributing the notice of preparation for a 30 -day review, • Conducting a scoping meeting,
• Preparing supporting technical reports, exhibits, and the Administrative Draft EIR for internal review, • Preparing project alternatives, in coordination with City staff, • Preparing and circulating the Public Review Draft EIR for a 45 -day review period, • Drafting responses to comments,
• Preparing the Final EIR and Mitigation Monitoring and Reporting Program, • Preparing Findings of Facts, and, as necessary, preparing a Statement of Overriding Considerations to support a lead agency's final decision on a project,
• Attending public hearings, and
• Preparing and filing required notices.

Public Input Process and Dissemination of Information
Given our unique background providing comprehensive municipal services, we have ample experience interfacing with the public and have a deep understanding of the public input process and challenges that can arise. CSG can collaborate with the City in preparing community outreach plans that include ongoing public engagement opportunities, and we can attend public hearings and meetings to address questions on the City's behalf and/or present our conclusions to the decision -making body. Additionally, CSG has a thorough understanding of the tribal consultation process and can be available to attend tribal consultations with tribal representatives at the request of the City.

Ensuring Compliance with Processing and Legal Requirements The CSG team has prepared CEQA documentation for controversial projects, and we have an exemplary record of legal defensibility for the documentation we prepare. We understand that housing projects can be controversial, and we have experience addressing community concerns, including responding to public comments as part of the CEQA public review process. Our documents include a thorough environmental analysis and provide clear documentation of all research contacts and data sources, reducing the potential for successful legal challenges; we can also assist the City in preparing the administrative record. We keep abreast of regulatory updates and court decisions, which are incorporated into our environmental analysis, as appropriate.

Quality Assurance/Quality Control
CSG is committed to providing high quality documentation that engenders client satisfaction, meets the needs of the project, and withstands legal scrutiny. Therefore, a critical part of our delivery of technically sound and legally defensible documents includes conducting in-house QA/QC reviews concurrently with the preparation of CSG Consultants — On -Call Planning Services: Current Planning & Development Review Support 5 275

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documents. Our approach to providing quality, technically sound, and legally defensible reports includes the following steps: we assign staff members who have the appropriate technical expertise to complete the work; upon completion of the first internal draft of a document, it is reviewed by the Project Manager for consistency with the project description, compliance with the approved scope of work, and technical accuracy. Once the work product has been revised and updated to the satisfaction of the Project Manager, it is sent to our Publications Specialist for review of grammar, proper nomenclature, references, and methodological consistency. The last step before the document is submitted to the City is a thorough and complete word processing review that produces a correctly formatted document, with accurate references to tables, exhibits, appendices, and the table of contents. Only then is a document submitted to the City for review.

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3. Company Information
CSG Consultants, Inc. (CSG) is an employee -owned California company with its headquarters in Foster City, California. Additional support is available from our other offices in Irvine, Newman, Paso Robles, Pleasanton, Sacramento, and San Jose. Founded in 1991, CSG works solely for public agencies, eliminating the potential for conflicts of interest between developers and agencies. In this way, we can focus exclusively on the specific needs of our municipal clients. CSG has grown steadily in both revenue and staff size and now has over 350 employees serving customers throughout California.

NAME OF FIRM: CSG Consultants, Inc.

YEARS IN BUSINESS: 35; Established in 1991
PRIMARY CONTACT: Gena Guisar, AICP I Director of Planning Services 714.794.8027 cell I [email protected] email
HEADQUARTERS: 550 Pilgrim Drive, Foster City, CA 94404
REGIONAL OFFICES: 3240 El Camino Real, Suite 190, Irvine, CA 92602 3875 Hopyard Road, Suite 141, Pleasanton, CA 94588
3150 Almaden Expressway Suite 255, San Jose, CA 95118
2150 River Plaza Dr, Suite 255, Sacramento, CA 958
930 Fresno Street, Newman, CA 95360
806 9th Street, Suite 2A, Paso Robles, CA 93446
EMPLOYEES: 350+
TYPE OF BUSINESS: California Corporation • Incorporated June 15, 2000 • Federal ID: 91-2053749 Our multi -disciplined municipal services staff consists of the following types of professionals:

The CSG Consultants Team Works for You
Planning Professionals
Building Plan Reviewers & Inspectors
Fire Plan Reviewers & Inspectors
Structural Engineers
Fire Protection Engineers
Code Enforcement Officers
Construction Managers & Inspectors
Information Technology Professionals
CASp Professionals
Sustainability Professionals
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Key Personnel
Our team includes highly qualified personnel who have all performed work on projects of a similar scope and size. All our proposed staff are committed and have availability for the term of this project. Resumes of key personnel (*) have been provided in Appendix.

PLACENTIA
Rich Heritage, Bright Future

PRINCIPAL IN CHARGE
Ethan Edwards, AICP*
Vice President of Planning Services

PROJECT MANAGER
Gena Guisar, AICP*
Director of Planning Services

PLANNING
Leila Carver*
Senior Planner II
Jonathan Kwan*
Senior Planner 1
Josephine Rivera
Associate Planner
Jun Kim
Assistant Planner II
Dylan Flood
Assistant Planner I
Kayla Chang
Assistant Planner I

ENVIRONMENTAL PLANNING
Glenn Lajoie, AICP*
Director of Environmental Services
Oscar Escobar*
Environmental Project Manager
Kelli Allen
Environmental Project Manager
Rose Guadian
Assistant Environmental Planner

SUBCONSULTANTS

CRM TECH
Cultural & Historic Resources
Michael Baker
Biological, Air Quality, Greenhouse
Gas Emissions, Energy, Noise,
Traffic/Transportation
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Ethan Edwards, AICP I Vice President of Planning Services Mr. Edwards serves as the Vice President of Planning Services for CSG Consultants. To this role, he brings expertise in current and advanced planning, design review, coastal development review and CEOA, project and planning staff management, and professional practice building from over 24 years of increasingly complex land use planning and management experience in Orange and Los Angeles Counties, northern California, and the State of Oregon. Prior to joining CSG, Mr. Edwards served as a planner for several public and private sector organizations and has served in various management roles, including Community Development Director, Planning Manager, and Principal Planner.

Gena Guisar, AICP I Director of Planning Services
Ms. Guisar, AICP, is an experienced urban planner with a strong background in both the private and public sectors. She has managed diverse development applications, leading teams through entitlement and environmental review processes. Her work on General Plan Updates, Specific Plans, master planning, CEQA compliance, yield studies, code analysis, and demographic research focuses on placemaking, sustainability, and economic feasibility. With deep expertise in urban planning, zoning, and subdivision concepts, Ms. Guisar is a valuable asset to any development team, known for her creativity, attention to detail, and adaptability.

Leila Carver, PTP I Senior Planner II
Ms. Carver is a Senior Planner at CSG Consultants with expertise in project management, CEQA, GIS, and demographic research. With nine years of experience at Caltrans, she has strong skills in transportation planning, leadership, and customer service. Known for her independence and excellent communication, Ms.

Carver is a key member of the CSG team. She currently serves as a Consulting Planner for Tustin, Oxnard, Laguna Hills, and Mountain House, and as a Board Member for the APA California Chapter, Orange Section.

Jonathan Kwan I Senior Planner I
Mr. Kwan is a Senior Planner at CSG with over a decade of diverse experience in both the public and private sectors. He brings a strong track record of successfully managing complex, high -profile projects from inception through entitlement. His experience includes project management, current and advanced planning, ArcGIS, and Sustainability.

Josephine Rivera I Associate Planner I
Ms. Rivera is an accomplished Associate Planner with more than six years of progressively responsible experience in municipal planning, entitlement processing, CEQA coordination, Housing Element compliance, and public -facing development services. To her work, she brings a unique combination of technical planning expertise and advanced document design and presentation skills, enabling her to translate complex regulatory and environmental requirements into clear, defensible, and publicly accessible planning documents. Her recent experience emphasized entitlement coordination, environmental documentation support, Housing Element response management, and process improvement for California jurisdictions.

Jun Kim I Assistant Planner II
Mr. Kim is a land planning analyst with a well-rounded background in both the public and private sectors. He applies a multidisciplinary approach to complex planning programs, including Specific Plans, General Plans, Zoning Codes, Housing Elements, and Development Code updates. His expertise spans comprehensive planning, policy analysis and development, local government policy, land use analysis, and the implementation of planning projects.

Dylan Flood I Assistant Planner I
Mr. Flood is an urban planning professional with extensive experience in municipal entitlements, CEQA/NEPA compliance, and public sector constituent services. He has managed environmental documentation for major infrastructure projects and interpreted complex zoning codes to guide agency decision -making. He has a proven ability to provide diplomatic, front-line customer service through his work with the Los Angeles City Council. Mr.

Flood is skilled in GIS, permit processing, and coordinating efforts across multiple government agencies.

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Kayla Chang I Assistant Planner I
Ms. Chang is an urban planning professional with experience in zoning code interpretation, community engagement, and project execution. She has supported planning and building departments in processing permits, conducting research, and providing excellent customer service.

Glenn Lajoie, AICP I Principal, Director of Environmental Planning Mr. Lajoie has over 35 years of experience in the environmental planning profession. Mr. Lajoie's diverse background includes a wide range of CEQA/NEPA compliance studies, including policy, development, and infrastructure projects. He has served in various roles on projects, including Project Director, Project Manager, Quality Control, and lead for navigating complex regulatory processes. Mr. Lajoie has an extensive background with agencies throughout California. The geographic context is wide ranging including over two million square feet of expansion for the Raytheon Corporate facility in El Segundo. resort and destination projects in the Town of Mammoth Lakes; numerous infrastructure and desalination project reviews in the Community of Cambria; downtown high rise and mixed -use proposals in Long Beach; city center and neighborhood revitalization opportunities in Lancaster; and buildout of the City's Business Park Master Plan in Cypress.

Kelli Allen I Environmental Project Manager
Ms. Allen serves as an Environmental Project Manager for CSG Consultants and has experience preparing EIRs, IS/(M)NDs, and safety elements for commercial, infrastructure, industrial, and mixed -use projects throughout the State. Ms. Allen has experience drafting presentations and communicating with public agencies and clients, and writing administrative CEQA documents, including Project Descriptions, Notices of Availability, Preparation, and Determination, and 0PR summary documents.

Oscar Escobar I Environmental Project Manager
Mr. Escobar serves as an Environmental Project Manager for CSG where he provides expert support across a diverse portfolio of client projects. As a key member of the Environmental Planning team, he specializes in the preparation of CEQA documentation, including Categorical Exemptions, Initial Studies, NDs, MNDs, EIRs, and related environmental assessments. His technical expertise also encompasses Phase I Initial/Environmental Site Assessments (ISA/ESA), Shade and Shadow Studies, and Visual Impact Assessments (VIA) for a wide range of planning initiatives throughout California.

Rose Guadian I Assistant Environmental Planner
Ms. Guadian is an Assistant Environmental Planner for CSG and has experience drafting presentations, communicating with public clients, and assisting with the preparation of CEQA documents, including Project Descriptions, CEQA Section 15183 Consistency Checklists, and IS/(M)NDs.

Michael Baker International
Founded in 1940 and celebrating more than 75 years of supporting local communities, Michael Baker International, Inc. is a leader in environmental, planning, engineering, consulting, and technical/professional services with a INTERNATIONAL local focus and global expertise. Michael Baker offers a full continuum of innovative solutions in construction, survey, planning, architectural, environmental, program management and life cycle support, as well as information technology and communications services.

Michael Baker
CRM Tech
CRM TECH is a California corporation and Small Business Enterprise that has been providing the full range of cultural resources management services to CRM TECH federal, state and local public agencies, environmental firms, private developers and individuals since 1993. Services provided by CRM TECH include all phases of archaeological, paleontological, and historical investigations, including record searches; literature reviews; cultural resource elements of general plans, specific plans, and environmental impact reports; consultation with public agencies; Native American scoping; historical and ethnohistorical research; archaeological, paleontological, and historical surveys; recording archaeological resources; and historic building documentation and evaluations.

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4. References
Client: City of EI Segundo I On -Call Planning Services Reference: Eduardo Schonborn, Planning Managers 350 Main Street, EI Segundo, CA 90245 310.524.23121 [email protected]
Planning Services
2016 -Ongoing
CSG staff provides project management and entitlement processing services for the City of EI Segundo.

We currently manage several high -profile projects, including a ±140 -acre mixed use site on the former Raytheon manufacturing site and a mixed -use media campus. Another noteworthy project is the Smoky Hollow Specific Plan Amendment and EIR for the Grand Kansas II Project. CSG staff provides entitlement project management and conducted a peer review of the environmental documentation for this office and commercial development. Our services also include Site Plan Review, Specific Plan Amendments, Coastal Development Permits, public outreach and grant administration.

Client: City of Malibu I Planning Staff Augmentation
Reference: Tyler Eaton, Assistant Community Development Director 123825 Stuart Ranch Road, Malibu, CA 90265-4861
310.456.2489 x 273 I [email protected]
Planning Staff Augmentation
2022 -Ongoing
CSG currently provides project management services to the City of Malibu. Staff conducts conformance reviews, discretionary case processing for Coastal Development Permits, Administrative Plan Reviews, Site Plan Reviews, Variances, and Conditional Use Permits. For these projects CSG's services include completeness reviews, preparation of public notices, Environmental Review Board, Planning Commission and City Council staff reports and resolutions, presentations to hearing bodies, project approval letters, review of Conditions of Approval prior to final planning approval and stamping approved project plans for building permit processing. CSG's project management duties include maintaining project information within the City's development database and tracking deadlines.

Client: City of Laguna Beach I Environmental Planning and CEQA Training Reference: Anthony Viera, Deputy Community Development Director 1505 Forest Avenue, Laguna Beach, CA 92651
949.497.0398 I [email protected]
1890 South Coast Highway Mixed -Use Project IS/MND
2023 -Ongoing
CSG is preparing an IS/MND for a proposed mixed -use, two-story retail and residential structure and subterranean garage adjacent to South Coast Highway in the City of Laguna Beach. The proposed project includes the demolition of an existing car wash facility and the construction of a new 8,204 square -foot mixed -use retail and residential structure with 5,221 square -feet of deck area, over a subterranean garage. The environmental review is ongoing
CEQA Training Services
2023
CSG has prepared and presented various training programs to City staff, the Planning Commission, and the Historic Resources Commission to develop a better understanding of the CEQA practice.

City of Laguna Beach Downtown Specific Plan Phase II, Program EIR 2025
In 2025, CSG was selected to prepare and process an Environmental Impact Report (EIR) for the Laguna Beach Downtown Specific Plan, Phase I I. The Specific Plan Phase II addresses opportunities for infill housing, allows unlimited housing density, increasing maximum allowable building heights, and CSG Consultants — On -Call Planning Services: Current Planning & Development Review Support 11 281

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addresses parcel mergers for affordable housing projects. It is envisioned that the Plan would allow 200 to 400 additional residential units.

Client: City of Garden Grove I Planning Services
Reference: Maria Parra, Planning Manager 111222 Acacia Parkway, Garden Grove, CA 92840 714.741.5323 I [email protected]
Planning Staff Augmentation and Project Management Services 2014 -Ongoing
CSG staff currently provides project management and staff augment planning services to the City of Garden Grove. Staff manages the entitlement process for various priority developments and serves as the main point of contact representing the City. Staff also provide plan review, plan check, and public counter coverage services.

Client: City of Thousand Oaks I On -Call Planning and Environmental Services 2021 -Ongoing
Reference: Scott Kolwitz, Principal Planner' 2100 Thousand Oaks Boulevard, Thousand Oaks, CA 91362
805.449.2319 I [email protected]
Downtown Master Plan EIR
2025 -Ongoing
CSG was selected to prepare the Downtown Project EIR; the Downtown Project includes the redevelopment of a 14 -acre site owned by the City. The proposed project includes adaptive reuse of the existing City Hall offices, ground floor food and beverage, ancillary uses, and new City Hall offices. Development on the west side of the property would include mixed uses and an approximately 140-150 room hotel. The maximum number of residential units would be 215. A new town plaza would be built at the northeast corner of the project site. A General Plan Amendment is required, and a new Specific Plan would be created for the site. The environmental review is ongoing.

Janss Marketplace Hotel EIR
2022-2023
CSG prepared an Environmental Impact Report (EIR) to evaluate the potential environmental impacts of the development of a hotel at 225 North Moorpark Road in Thousand Oaks. The proposed project includes demolition of the current two-story retail building, to be replaced by a five -story dual hotel and retail pad, the creation of a map to designate airspace rights, and a zoning change to the footprint of the hotel to increase the building's height limitation. The City received a public comment letter from the Mitchell M. Tsai Law Firm on behalf of the Southwest Regional Council of Carpenters against the project two days prior to the public hearing. CSG prepared responses to these comments in preparation for the City Council hearing. The City Council approved the project and certified the EIR on December 5, 2023.

EV Charger Infrastructure I City of Thousand Oaks, CA
2022
The City of Thousand Oaks proposed implementing an electric vehicle charging facility at the City's Municipal Service Center, located at 1993 Rancho Conejo Boulevard. This project installed the electric vehicle charging infrastructure necessary for Thousand Oaks Transit's (TOT) transition to a battery electric fleet. CSG determined the project qualified for a Categorical Exclusion pursuant to the National Environmental Policy Act (NEPA), and this project has been constructed.

Bus Wash Facility NEPA Checklist
2022
The City of Thousand Oaks proposed to replace and improve the existing bus wash facility at the City's Municipal Service Center, located at 1993 Rancho Conejo Boulevard. The proposed project included the demolition of the existing bus wash facility, and the installation of a new bus wash facility with improved traffic circulation to accommodate all desired equipment for the facility. CSG determined the project qualified for a Categorical Exclusion pursuant to 23 CFR Part 771.118, in accordance with NEPA, and prepared a NEPA Checklist review document.

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Client: City of Carson I On -Call Planning and Environmental Services 2016 -Ongoing
Reference: McKina Alexander, Acting Planning Manager 1701 E. Carson Street, Carson, CA 90745
310.952.1761 x 1326 I [email protected]
Planning and Environmental Services
2016 -Ongoing
CSG provides on -call planning and environmental services to the City of Carson. As part of this process, our Planning Lead manages technical consultants, provides document review, conducts community outreach, and attends community and City Council meetings. Our staff is currently managing The District at South Bay Specific Plan amendment for a modification to the permitted land uses and development standards for a portion of its 157 -acres. The site remains undeveloped, as it was used as a landfill site for the deposition of waste/refuse from areas throughout Los Angeles County between 1959 and 1965, prior to the incorporation of the City of Carson.

Triangle Project Addendum to the 2040 General Plan Update EIR Peer Review 2024-2025
As part of on -call services, CSG completed the peer review of an Addendum to the 2040 General Plan Update EIR (General Plan EIR) for the Carson Triangle Project under an expedited time frame of two days. CSG's review findings included several errors and omissions including the need to update the Addendum for consistency with the Final EIR, a lack of substantial evidence supporting a conclusion that the existing buildings to be demolished were not historically significant, and a discrepancy between the thresholds for noise utilized in the Addendum and those provided in the General Plan EIR.

Client: City of Tustin I On -Call Planning Services
2021 -Ongoing
Reference Alexa Smittle, Director of Community Development 1300 Centennial Way, Tustin, CA 92780
714.573.3115 [email protected]
UJI N
Planning Project Management and Staff Augmentation Services I City of Tustin, California
CSG currently provides special planning project management and entitlement processing services to the City of Tustin. CSG staff manages all planning aspects of the entitlement, post -entitlement, and construction process for these projects, including plan review, management of the CEQA compliance documentation, interdepartmental coordination, participation at public hearings, plan check, inspection, and monitoring for compliance with conditions of approval and mitigation measures. Notable projects include the Enderle Commercial Center Redevelopment, Compass at Red Hill Townhomes, Platform at Tustin Industrial Park, Panattoni Myford II Industrial Warehouse Project, and Advantech North America Campus.

City of Fullerton I On -Call Planning Services
2021 -Ongoing
Reference: Sunayana Thomas, Community and Economic Development Director 1303 W.

Commonwealth Avenue, CA 92832
714.738.6837 I [email protected]
Planning Staff Augmentation and Project Management Services CSG provides current planning services to the City of Fullerton. Services include customer service in the permit center, answering development related questions at the public planning counter, and reviewing use permits and single-family development permits to comply with the city's zoning code to ensure compatible development projects within the existing districts, downtown, and historical neighborhoods.

Additionally, CSG has provided high-level project management services for the processing of large scale, mixed use and TOD development projects, Disposition of Surplus Land, single family subdivisions, adaptive reuse projects, new urban designed outdoor dining uses, and a privately owned public parking structure.

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Client: City of Palos Verdes Estates I Housing Element Program 2022 -Ongoing
Reference: Sheryl Brady, Community Development Director 1340 Palos Verdes Dr W., Palos Verdes Estates, CA 90274
310.750.9807 I [email protected]
2021-2029 Housing Element Program 13 Rezoning Project IS/MND The City of Palos Verdes Estates Housing Element 2021-2029 (Housing Element) was MCORPORATED 1929
adopted on May 28, 2024. As part of the Housing Element, the City identified five candidate parcels within three sites to be rezoned to accommodate by -right housing, which will be implemented as part of Housing Program 13. CSG prepared the IS/MND to evaluate rezoning the sites with two new housing overlay zones, which will allow these sites to support a variety of housing types. Because the project included only the legislative entitlements to facilitate the development of the sites, CSG consulted with the City and provided an approach for the environmental review that evaluated the sites at a programmatic level with environmental clearance for future by -right housing projects. The Draft IS/MND was published on March 5, 2025.

CSG Consultants — On -Call Planning Services: Current Planning & Development Review Support 14 284

CSG Consultants — On -Call Planning Services: Current Planning & Development Review Support 15 285

CSG

CONSULTANTS
Ethan Edwards, AICP

VICE PRESIDENT OF PLANNING SERVICES
Mr. Edwards currently serves as the Vice President of Planning Services at CSG Consultants. In this role, he leverages over 25 years of progressively responsible experience in land use planning and management across Orange and Los Angeles Counties, Northern California, and Oregon. His expertise encompasses current and advanced planning, design review, coastal development review, CEQA compliance, project and staff management, and professional practice development. Before joining CSG, Mr. Edwards held planning positions in both the public and private sectors, including leadership roles as Community Development Director, Planning Manager, and Principal Planner.

CSG Relevant Experience
Acting Community Development Director/Planning Manager I City of Carson, CA. As Acting Planning Manager and Community Development Director for the City of Carson, Mr. Edwards oversaw the Planning Department, including CSG staff, and managed project scheduling, budgeting, and agenda preparation. He also participated in public hearings, managed the City's on -call environmental and design consultants, and provided strategic direction for the comprehensive General Plan Update.

Principal Planner I City of El Segundo, CA. In his role as a contract Principal Planner, Mr. Edwards managed complex discretionary and administrative permits, including Development Agreement negotiations and environmental impact report management. He also prepared agendas, reviewed and authored reports, and delivered presentations to elected officials, commissions, and community groups.

Relevant Previous Experience
Education
Bachelor of Science, Urban and
Regional Planning
California Polytechnic State
University,
Pomona, California
Masters Coursework, Public Policy
& Administration, California State
University, Long Beach, California
Professional Affiliations
American Planning Association
(APA)
• Orange County Chapter
• Los Angeles Chapter
• Northern Chapter
• Central Chapter
American Institute of Certified
Planners (AICP)
International City/County
Management Association
Association of Environmental
Professionals (AEP)
ner I City of Huntington Beach, CA. At the City of Huntington Beach, Mr. Edwards managed discretionary and administrative permits, mentored staff, prepared and reviewed agendas and reports, and interpreted zoning regulations as the Zoning Administrator Liaison. He also supervised environmental consultants and developed strategies for streamlining permit processing and enhancing customer service.

Planning Manager I Baysinger Partners Architecture, Portland, OR. As Planning Manager at Baysinger Partners Architecture, Mr. Edwards supervised the planning and entitlement division, managed staff priorities and the department budget, and handled public and private development project applications. He also provided contract Planning Director services, coordinated with consultants and provided project management and professional practice development.

Planner I City of Beaverton, OR Mr. Edwards managed current planning projects, assisted with design review code revisions, and delivered presentations to elected officials, commissions, and community groups. He also served as the City staff liaison for an inter -jurisdictional commuter rail project and committee.

Associate Planner I City of Santa Monica, CA. While at the City of Santa Monica, Mr. Edwards presented to the zoning administrator, planning commission, and architectural review board. He also prepared reports for various entitlement projects and provided customer service assistance to the public. 286

CSG

CONSULTANTS
Gena Guisar, AICP

DIRECTOR OF PLANNING SERVICES
Ms. Guisar, AICP, is a highly experienced urban planner in both the private and public sectors. Ms. Guisar has designed and managed a wide variety of development applications and led teams through the entitlement and environmental review process. Her approach to General Plan Updates, Specific Plans, master planning, CEQA compliance, yield studies, code analysis, historic research, demographic studies, conceptual grading and conceptual landscape design involves placemaking, sustainability, and economic feasibility. Ms. Guisar's thorough knowledge of the principles and practices of urban and regional planning, zoning, and subdivision concepts makes her an asset to any development team. The scale and scope of Ms.

Guisar's projects not only requires her to be creative and detail oriented, but flexible, adaptable and multidisciplinary.

Relevant Project Experience
Contract Principal Planner I City of Carson, CA. Ms. Guisar recently served as the Interim Planning Manager for the City of Carson. She currently serves as a Contract Principal Planner where she manages several high -profile, complex entitlement projects. Ms. Guisar oversees every aspect of each project, including coordination with the applicant team and city staff, project review, public outreach, schedule and budget management, preparation of staff reports and notices, and presentations to elected officials and stakeholders. Ms. Guisar is also responsible for the CEQA compliance documentation, which is an EIR for all projects.

Contract Principal Planner I City of Norwalk, CA Ms. Guisar is currently assisting the City of Norwalk in the project management of a large mixed -use TOD redevelopment project. Ms. Guisar oversees all aspects of the project including due diligence, CEQA compliance, urban design, public outreach, the Specific Plan and the Development Agreement. Ms. Guisar coordinates closely with City Staff, subconsultants and the applicant team while maintaining schedules and budgets.

Contract Principal Planner I City of Palos Verdes Estates, CA. Ms. Guisar is preparing the sixth cycle Housing Element Update for the City of Palos Verdes Estates. Ms. Guisar's involvement includes extensive meetings and coordination with the California State Department of Housing and Community Development, community outreach and public hearings.

Contract Principal Planner I City of EI Segundo, CA. As a contract principal planner, Ms. Guisar led the effort to administer an SB 2 grant for the City of EI Segundo. The SB 2 grant will fund several activities related to the City's Housing Element Update, such as public outreach, the housing sites inventory, zoning analysis, and housing -related ordinances. In addition, Ms. Guisar also managed other complex entitlement projects, prepares agendas, reviews and prepares reports; and conducts presentations to elected officials, commissions, and citizen groups.

Contract Principal Planner I City of Fullerton, CA. Ms. Guisar provided oversight for design and development review for various projects within the City of Fullerton. Ms. Guisar's services included zoning text amendments, ordinance preparation, and coordination with various City staff.

Contract Planner I City of Garden Grove, CA. In her role as a contract Planner for the City of Garden Grove, Ms.

Guisar managed a variety of development applications, reviewed and processed administrative permits, and participated in long range planning efforts. Ms. Guisar services also included the preparation of reports and presentations to the Zoning Administrator, Planning Commission and City Council.

Education
Masters, Urban and Regional
Planning
University of California, Irvine
Bachelor of Arts, Social Science
Research & Analytical Methods
University of California, Irvine
Professional Affiliations
ULI Women's Leadership Initiative
Council Member
American Planning Association
American Institute of Certified
Planners
Urban Land Institute
ULI NEXT Council Member
UCI MURP Graduate Student
Mentor
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CONSULTANTS
Leila Carver, PTP

SENIOR PLANNER
Ms. Carver serves as a Senior Planner for CSG Consultants. Ms. Carver has expertise in project management, CEQ.A, GIS and demographic research, and excels in leadership and customer service. She gained skills and knowledge in many areas of transportation planning from her nine years of experience with Caltrans. Ms. Carver is an independent worker, has outstanding verbal and written communication skills, and is an integral part of the CSG team.

She is currently serving as a Consulting Planner for the cities of Tustin, Oxnard, and Town of Colma and serves as a Board Member for the APA California Chapter, Orange Section.

Relevant Experience
Planner I City of Tustin, CA. Ms. Carver serves as a planner for the City of Tustin where she manages complex discretionary permit cases. She also provides mapping services to the staff.

Planner I City of Oxnard, CA. Ms. Carver serves as a planner for the City of Oxnard where she assists with complex discretionary permit cases.

Planner I City of EI Segundo, CA. Ms. Carver serves as a planner for the City of EI Segundo where she assists with complex discretionary permit cases.

Ms. Carver conducts project review, prepares staff reports and notices, presents to community and stakeholders and coordinates with applicants and their consultants as part of these efforts.

Planner I Town of Colma, CA. Ms. Carver provides planning and transportation planning services to the Town of Colma by assisting with the Town's Bike and Pedestrian Master Plan, General Plan Update and Environmental Impact Report, and Climate Action Plan Update.

Planner I City of Burbank, CA. Ms. Carver served the Planning Division with the review and processing of several proposed single-family development special development permits in compliance with the City's requirements for Neighborhood Compatibility Review.

Planner I City of Carson, CA Ms. Carver served as a planner for the City of Carson where she managed several complex discretionary permit cases. Ms. Carver conducted project review, managed schedules, prepared staff reports and notices, presented to the Planning Commission and stakeholders, and coordinated with applicants and their consultants as part of these efforts. She also provided transportation planning expertise to the City for development and capital improvement projects and fee programs. Ms. Carver participated in the Community Outreach and Public Participation team including attending multiple community events to solicit input from public/community for General Plan Update.

Planner I City of Compton, CA. Ms. Carver served as a planner for the City of Compton where she reviewed various development plans, prepared comment letters, and assisted City Staff with priority projects. She managed the development review for a transitional housing project for a discretionary permit application for a conversion from an existing hotel to transitional housing project with supportive services. She also participated in the community outreach efforts/charrettes for a new Downtown Specific Plan.

Education
Master, Urban and Regional
Planning,
California Polytechnic State
University,
Pomona, California
Bachelor of Arts, Political Science
& Geography,
California State University,
Fullerton
Professional Affiliations
American Planning Association
(APA)
Vice Director Finance, Board
Member for California Chapter
Orange Section
Professional Transportation
Planner Transportation
Professional Certification Board
Awards
SuperiorAccomplishment Award,
2015
Participation and leadership on the
Caltrans Development Review
Geobased Tracking System
software application
Presentations
Panelist for UCI Diversity Panel for
University of Irvine, CA
Moderator for APA Orange Section
Program July 2020, Zoom
1 288

CSG

CONSULTANTS
Jonathan Kwan

SENIOR PLANNER
Mr. Kwan is a Senior Planner at CSG with over a decade of diverse experience Education in both the public and private sectors. He brings a strong track record of Bachelor of Arts, Environmental
successfully managing complex, high -profile projects from inception through Studies (Concentration in Urban entitlement. His experience includes project management, current and planning), advanced planning, ArcGIS, and Sustainability. University of California, Santa Barbara,
Santa Barbara, California
Planner I BeII, CA. Mr. Kwan is currently serving as project manager for the City Training of BeII, where he is overseeing several high -profile and complex entitlement 2020 ICLEI Greenhouse Gas efforts. His responsibilities include coordinating between applicant teams and Forecasting, Target Setting, & city departments, evaluating project proposals, tracking schedules and Planning Cohort budgets, drafting staff reports and public notices, and delivering presentations 2019 SEEC Greenhouse Gas to decision -making bodies. Inventory Cohort,
San Francisco State University,
Planner I Irwindale, CA. In his role as a contract planner for Irwindale, Mr. Kwan San Francisco, California provides full -scope project management services for three industrial developments totaling approximately 700,000 square feet. He handles entitlement processing, ensures compliance with CEQA and zoning regulations, facilitates coordination among city staff and applicants, prepares staff reports, and presents projects to city officials.

Planner I City of Fullerton, C, Mr. Kwan supports the City of Fullerton as a contract planner, focusing on zoning code amendments to align with State Housing Law and streamlining development review procedures. He also contributed to staff augmentation by managing a variety of entitlement applications, offering both current and long-range planning support.

Planner I City of EI Segundo, CA. Mr. Kwan assisted the City of EI Segundo in processing the entitlement of a commercial office development and a six -story parking structure with a ground -floor cafe in the Smoky Hollow Specific Plan Area. His role included managing the entitlement process, reviewing project plans, coordinating with internal departments and external stakeholders, and preparing materials for presentations to Planning Commission and City Council.

Relevant Project Experience
Planner I City of Norwalk, CA. or the City of Norwalk, Mr. Kwan played a key role in the entitlement of a Specific Plan for the redevelopment of a 32 -acre site into a mixed -use, transit -oriented community. His responsibilities included conducting due diligence, CEQA analysis, providing urban design input, public engagement, and contributions to the Specific Plan. He worked closely with City staff, subconsultants, and the applicant to maintain schedule and budget.

Planner I Town of Colma, CA. As a contract planner for the Town of Colma, Mr. Kwan handled both current and long- range planning. He processed a broad spectrum of permit applications, conducted CEQA environmental reviews, including Initial Studies and Mitigated Negative Declarations, and delivered presentations to the City Council. He also contributed to the development of new ordinances and reach codes, and supported updates to the Town's General Plan, Climate Action Plan, and Housing Element.

Planner I City of Scotts Valley, C. Mr. Kwan has supported the City of Scotts Valley in managing several complex entitlement projects. His work includes applicant and staff coordination, CEQA compliance, community engagement, report preparation, and public presentations. Currently, he oversees the City's GIS data and systems and provides ongoing support for its Affordable Housing Program.
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CSG

CONSULTANTS
Glenn Lajoie, AICP

PRINCIPAL, DIRECTOR OF ENVIRONMENTAL PLANNING
Mr. Lajoie has over 35 years of experience in the practice of CEQA/NEPA environmental review and Community Planning for clients and agencies throughout California. His range of environmental review studies has included policy, land development and infrastructure projects. Along with an extensive background in CEQA/NEPA, his practices have also encompassed policy planning programs, such as General Plans, Specific Plans, neighborhood studies and due diligence analysis. Mr. Lajoie's skill set includes project and budget management, quality assurance, meeting facilitation, agency staff service assistance, and third party/peer review verification of analysis and findings. His primary objective as a professional planner has always focused on assuring integrity, quality and legal defensibility of analysis and processes, culminating in win -win solutions for clients and communities.

Mr. Lajoie has an extensive background with local and regional agencies throughout California. The geographic context is wide ranging including: resort and destination projects in the Town of Mammoth Lakes; numerous infrastructure and water availability/desalination project reviews in the Community of Cambria; city center and neighborhood revitalization opportunities in Lancaster: over two million square feet of expansion for the Raytheon Corporate facility in El Segundo; Long Point (Terranea Resort) in Rancho Palos Verdes; downtown high rise and mixed -use proposals in Long Beach; The 2035 General Plan Update for Buena Park; buildout of the Cypress Business Park Master Plan in Cypress; campus modernization and enhancement projects at the University of California, Riverside and the master plan for beautification and growth at the Hotel Del Coronado.

Education
Master's Degree in Public Policy
and Administration,
California State University,
Long Beach, California
Bachelor of Arts, Geography/
Urban Studies,
California State University,
Long Beach, California
Professional Affiliations
American Planning Association
(APA)
Association of Environmental
Professionals (AEP)
Relevant Project Experience
Amazon Delivery Station IS/MND, West Covina
I Beverly Hills Gardens and Montage Hotel Mixed
Use Project EIR
I Brookhurst/Adams Intersection Improvements
EIR, Huntington Beach
I Dana Point Town Center IS/MND, Dana Point
I Department of Water and Power Specific Plan
Amendment EIR, Seal Beach
I Downtown Fairfield Justice Center Campus
IS/MND, Solano County
I Historic Downtown Upland Specific Plan/EIR,
Upland
I Hyundai North American Corporate Campus EIR,
Fountain Valley
I In-house CEQA Training, Laguna Beach
I Janss Marketplace Hotel EIR, Thousand Oaks
I Lincoln (Nelles) Specific Plan EIR, Whittier
I Mammoth Yosemite Airport Regional Air Service
IS/MND, Mammoth Lakes
I Manteca Marketplace Section 15183 CEQA
Consistency Checklist, Manteca
I Mission Viejo Medical Center Office Building EIR
I North Third Street Mixed Use IS/MND, Burbank
I Oasis Road Specific Plan Master EIR, Redding
I On -call Environmental Planning Service,
Calaveras County
I On -call CEQA Review, Colma
I Palmdale Transit Village Specific Plan/EIR,
Palmdale
I Piercy Road Industrial Warehouse IS/MND,
San Jose
I Robinson Ranch North EIR, Yucaipa
I South Pasadena Downtown Revitalization Project
EIR, South Pasadena
I South San Francisco 2040 General Plan
Update EIR
I Southeast Development Area Specific Plan
Program EIR, Fresno
I The Colonies at San Antonio Specific Plan EIR,
Upland
290

CSG

CONSULTANTS
Kelli Allen

ENVIRONMENTAL PROJECT MANAGER
Ms. Allen serves as an Environmental Project Manager and is currently providing staff support to CSG clients. Ms. Allen has experience in the preparation of CEQA and NEPA documents, including EIRs, IS/(M)NDs, Categorical Exclusions, and safety elements. Ms. Allen has completed CEQA documentation for mixed -use developments, residential, commercial, retail, and industrial projects, and has conducted peer reviews of EIRs and ISMNDs for commercial and residential development projects. Ms. Allen has experience drafting presentations and writing administrative CEQA documents, including Project Descriptions, Notices of Availability, Preparation, and Determination, and OPR summary documents.

Relevant Project Experience
Janss Marketplace Hotel Project EIR I City of Thousand Oaks, CA. Ms. Allen assisted in the preparation of an EIR to evaluate the potential environmental impacts of the development of a hotel at 225 North Moorpark Road in Thousand Oaks. The proposed project includes demolition of the current two-story retail building, to be replaced by a five -story dual hotel and retail pad, the creation of a map to designate airspace rights, and a zoning change to the footprint of the hotel to increase the building's height limitation.

Valley of the Sacred Heart Academy IS/MND I City of Dixon, CA. Ms. Allen is assisting in the preparation of an IS/MND to evaluate the potential environmental impacts of the development of an educational facility project at 209-231 East A Street in Dixon. The proposed project involves the removal of a concrete access driveway, along with mesh wire fencing and posts, in order to construct a two-story, 11,539 square -foot educational center building with associated surface parking and landscaping improvements.

Education
Bachelor of Arts Degree,
Geography/Environmental Studies
and Political Science with
International Relations
Concentration,
University of California,
Los Angeles
Minor in Global Studies,
University of California,
Los Angeles
Wildlands Studies Belize Program
Concentration in Environmental
Conservation
Environmental Wildlands Studies
Environmental Field Survey
Wildlands Environment and
Culture,
Western Washington University
Professional Affiliations
Association of Environmental
Professionals Member
Independence East IS/MND I City of Dixon, CA. Ms. Allen is assisting in the preparation of an IS/MND to evaluate the potential environmental impacts of the development of a gated rental community townhome project at the northeast intersection of North 1st Street and Vaughn Road. The proposed project involves the construction of 110 duplex buildings, totaling 220 dwelling units on 15.18 acres, with associated surface parking, landscaping, an on -site leasing center, pool and recreation amenities, a resident fitness center, and a dog park.

ARCO Commercial Center and Car Wash Project IS/MND I City of Plymouth, CA. Ms. Allen assisted in the preparation of an IS/MND to evaluate the potential environmental impacts of the development of a commercial store, gas station, and car wash at 18725 CA 49 in Plymouth. The proposed project includes development of the currently vegetated site to construct a fuel canopy, car wash, convenience store, and parking lot, a general plan amendment, and a zoning change to accommodate the high -traffic commercial use in the downtown area. 1890 South Coast Highway IS/MND I City of Laguna Beach, CA. Ms. Allen is assisting in the preparation of an IS/MND to evaluate the potential environmental impacts of the development of a mixed -use retail and residential project at 1890 South Coast Highway in Laguna Beach. The proposed project involves the demolition of an existing car wash facility to be replaced by a mixed -use retail and residential complex with a subterranean garage and approximately 5,200 square feet of deck area.
291

CSG

CONSULTANTS
Oscar Escobar

ENVIRONMENTAL PROJECT MANAGER
Mr. Escobar serves as an Environmental Project Manager for CSG Consultants and is currently providing support to CSG clients. As a member of the Environmental Planning team, he specializes in the preparation of California Environmental Quality Act (CEQA) environmental documentation, including categorical exemptions (CEs), initial studies (IS), negative declarations (ND)/mitigated negative declarations (MND), environmental impact reports (EIRs), and environmental assessments, and technical studies, including Phase I Initial/Environmental Site Assessments (ISA/ESA), Shade/Shadow Studies, and Visual Impact Assessments (VIA) for various environmental planning projects located throughout California.

Relevant Project Experience
Valley of the Sacred Heart Academy IS/MND I City of Dixon, CA Mr. Escobar is assisting in the preparation of an IS/MND to evaluate the potential environmental impacts of the development of an educational facility project (APA) at 209-231 East A Street in Dixon. The proposed project involves the removal of a concrete access driveway, along with mesh wire fencing and posts, in order to construct a two-story, 11,539 square -foot educational center building with associated surface parking and landscaping improvements.

Education
Master of Urban and Regional
Planning (MURP), California
Polytechnic State University,
Pomona
Bachelor of Science in
Environmental Management and
Protection, California Polytechnic
State University, San Luis Obispo
Professional Affiliations
Association of Environmental
Professionals (AEP), Co -Vice
President of Programs
American Planning Association
Member
Independence East IS/MND I City of Dixon, CA. Mr. Escobar is assisting in the preparation of an IS/MND to evaluate the potential environmental impacts of the development of a gated rental community townhome project at the northeast intersection of North 1st Street and Vaughn Road. The proposed project involves the construction of 110 duplex buildings, totaling 220 dwelling units on 15.18 acres, with associated surface parking, landscaping, an on -site leasing center, pool and recreation amenities, a resident fitness center, and a dog park. 930 Commercial Street Project IS/MND I City of San Carlos, CA. Mr. Escobar is assisting in the preparation of an IS/MND for the 930 Commercial Street Project, which includes the removal of the two existing single -story industrial buildings and asphalt parking lots, in order to construct a new one-story, 48,370 -square -foot automobile repair facility with associated surface parking and landscaping improvements. The facility would be designed to service and maintain a fleet of corporate gasoline -powered, light -duty vehicles, featuring a variety of amenities and spaces geared towards the industrial use. The ground floor of the facility (43,604 square feet) would include 30 car storage spaces, three flat stalls, four lift bays, two wash bays, a detail bay, a smog bay, mechanic bay, alignment bay, workshop, open work space, tire changing area, oil storage, building storage, temporary storage, open tool storage, office room, fabrication room, main electrical room, plumbing room, break room, vehicle history room, IT/minimum point of entry (MPOE) room, laundry/janitorial room, equipment room, parts wash and media blasting room, trash room, technical library room, reverse osmosis room, fuel shed, unisex restrooms, foyer, fire extinguisher cabinets, and fire hose cabinets. The mezzanine floor of the facility (4,766 square feet) would include mezzanine space, guard railing, and a roof access hatch. The roof of the facility would include rooftop equipment, photovoltaic panels, smoke and heat vents, and a roof access hatch. Ancillary facilities, including internal stairs and a custom -sized material lift, are also proposed. Discretionary approvals would include a Protected Tree Removal Permit and a Design Review Permit.

Modjeska Grade Road Improvements Project IS/MND I County of Orange, CA. Mr. Escobar assisted in the preparation of an IS/MND to evaluate the potential environmental impacts of the proposed roadway, drainage, and erosion control improvements along Modjeska Grade Road, located within the eastern portion of unincorporated Orange County, approximately 2.2 miles north of State Route 241, in Modjeska Canyon. 292

Rose Guadian
CSG

CONSULTANTS

ASSISTANT ENVIRONMENTAL PLANNER
Ms. Guadian serves as an Assistant Environmental Planner for CSG Consultants and is currently providing staff support to CSG clients. Ms.

Guadian has experience working with environmental documents, including EIRs, IS/MNDs, Addenda, and Categorical Exemptions. She has worked as a Community Development Intern supporting general plan element updates, housing projects, aggregate mining projects, industrial manufacturing projects, and warehouse projects.

CSG Relevant Experience
Milpas Street Mixed -Use Project I City of Santa Barbara, CP Ms. Guadian is currently assisting with the preparation of a CEQA Section 15183 Exemption Consistency Checklist for a mixed -use project in the City of Santa Barbara which would include the development of a four-story 53 -unit multi -family residential building and an existing commercial building, approximately one block from the Pacific Ocean.

Education
Master of Science Candidate in
Sustainability Management
and Policy,
California State University, Long
Beach, California
Bachelor of Arts in
Environmental Science and Policy,
University of California, Irvine
Irvine, California
Professional Affiliations
Association of Environmental
Professionals (AEP) Member
Independence East Project I City of Dixon, CA. Ms. Guadian is currently assisting with the preparation of an Initial Study/Mitigated Negative Declaration for the Independence East Project in the City of Dixon. The project would include 110 duplex buildings consisting of 220 dwelling units and five common area buildings on approximately 15.18 acres of vacant land.

Grove Avenue Mixed -Use Project I City of Rancho Cucamonga, CA. Ms. Guadian is currently assisting with the preparation of a CEQA Class 32 Exemption for a mixed -use project in the City of Rancho Cucamonga which would include the development of a three-story 12 -unit multi -family residential building and 1,748 square feet of ground -floor commercial -use space.

Laguna Beach Downtown Specific Plan Phase II Project 'City of Laguna Beach, CF Ms. Guadian is currently assisting with the preparation of an EIR for a Phase II Downtown Specific Plan in the City of Laguna Beach which would potentially include the expansion of infill housing opportunities, unlimited housing density, increased building heights, and parcel mergers for affordable housing, allowing up to 400 additional residential units. 293

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CONSULTANTS
Kathleen Gallagher

SENIOR SUSTAINABILITY MANAGER, PRINCIPAL
Ms. Gallagher has a successful track record of developing and implementing cost-effective sustainability programs to meet compliance targets in Climate Action Plans, SB 1383 Compliance Plans and Zero Waste Plans. Ms. Gallagher has 29 years of experience as a collaborative leader who can implement a wide range of sustainability projects for client cities to achieve their goals.

Recent projects include developing new franchise agreements, managing negotiations process for cities' compliance with SB 1383; initiating and managing grants and approval for 3 new solar projects, expanding electric vehicle charging infrastructure with grant funding, community engagement project development, and implementing electrification projects to meet greenhouse gas reduction targets. Ms. Gallagher served in the public sector for over 11 years for a joint powers authority of 12 member cities, managing all aspects of diversion compliance. Her public sector experience gives her excellent insight and understanding of the unique challenges that city staff face which inform her successful solutions to meeting sustainability targets.

Recent Project Experience
Integrated Waste Management Manager I South Bay Joint Powers Authority Ms. Gallagher managed all aspects of the Joint Powers Authority including:
• Developed new franchise agreement, Request for Proposal (RFP) to improve commercial/organics diversion and performance
requirements. Results: diversion rate doubled with minimal rate impact.

I Presented to elected officials, task forces, community groups • Managed Proposition 218 notification process
I Developed CALGreen compliance program
I Managed landfill agreement compliance, provided technical expertise regarding negative impacts of landfill expansion • Initiated Green Business Certification program
I Completed CalRecycle compliance reporting, on -site audits Sustainability Program Manager I San Mateo County Jurisdiction Ms. Gallagher manages all aspects of sustainability for city including:
• Developed Climate Action Plan to meet the greenhouse gas reduction (GHG) targets
P Implemented high impact GHG reductions programs: energy efficiency programs, solar projects, water efficiency projects P Developed Ordinances & Policies with implementation assistance • Developed new organics/recycling programs for franchise agreement with diversion performance standards
P Trained staff for CalRecycle reporting/compliance
P Implemented Climate Action Planning Workshops
• Presentations to elected officials, task forces, community groups P Awarded Beacon for Best Sustainability Program Implementation Education
University of Michigan
Ann Arbor, MI
Political Science/Environmental
Resources
Financial Consultant Certification
Professional
Certifications/Affiliations
• Sustainability
Management
Certification
• Regional Climate Action
Planning Task Force
• California Resource
Recovery Association
(CRRA
• Local Governments for
Sustainability/ICLEI
Skills
Implement High Impact
Sustainability Programs
Develop Climate Action Plans
Energy Efficiency/Solar Project
Development
SB 1383 Compliance
CalGreen Compliance
CalRecycle Compliance Reporting
Public Education & Outreach
Development
Environmental Preferable
Purchasing Policy Development
Presentations to Elected Officials,
Community Groups
Grant Writing/Grant Management
Awards
Beacon Award Winner
Sustainability Program
Implementation & Greenhouse
Gas Emission Reductions -Silver
Level
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CONSULTANTS
Dylan Flood

ASSISTANT PLANNER
Mr. Flood is an Urban Planning professional with a strong background in municipal entitlements, CEQA/NEPA compliance, and public sector constituent services. He is experienced in managing environmental documentation for major infrastructure projects and interpreting complex zoning codes for agency decision -makers. Mr. Flood has a proven ability to provide diplomatic, front-line customer service to the public through work with the Los Angeles City Council.

He is skilled in GIS, permit processing, and inter -agency coordination.

Relevant Experience
Planning Consultant I Ricondo & Associates, Los Angeles, CA Mr. Flood reviewed and processed complex entitlement and environmental compliance documents for LAWA's $30B capital program, ensuring consistency with General Plan and zoning standards. He prepared technical reports, public notices, and presentation graphics for regulatory agencies using ArcGIS and AutoCAD. Mr. Flood navigated regulatory sensitivities for high -visibility infrastructure projects, translating dense technical data into clear strategic guidance for agency decision -makers and stakeholders. Mr. Flood managed full-time summer interns and contributed in a fast -paced, changing, and client -centered consulting environment. He also coordinated with property owners, project developers, and public officials to resolve regulatory bottlenecks and ensure timely permit issuance.

Constituent Services Intern I City Councilmember Mike Bonin Office, Los Angeles, CA Mr. Flood served as the primary point of contact for the general public, advising residents on City services, planning issues, and public works inquiries via phone and email. He researched and resolved land use and service complaints by coordinating directly with City departments, demonstrating diplomacy in sensitive situations.

Environmental Planning Intern I Los Angeles World Airports (LAWA) As an environmental Planning Intern Mr. Flood collaborated as a member of the Development Group and Environmental Planning Unit, helping the teams to plan over $30 billion in development alongside critical consulting firms. He managed LAWA's internal Mitigation Monitoring and Reporting Program (MMRP) data on behalf of the EPU, inputting construction details to ensure sustainable emissions control. Mr. Flood conducted critical research to fulfill historic building and CEQA/NEPA regulations for development, including field work. He also reviewed and assisted in the development of Vision and Planning studies for future capital improvements.

Education
Bachelor of Arts: Double Major
in Political Science and Urban
Studies, Cum Laude
Loyola Marymount University
Los Angeles, CA
Certifications
CITI Social and Behavioral
Responsible Conduct of
Research Certification
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CSG

CONSULTANTS
Josephine Rivera

ASSOCIATE PLANNER I
Ms. Rivera is an accomplished Associate Planner with more than six years of progressively responsible experience in municipal planning, entitlement processing, CEQA coordination, Housing Element compliance, and public - facing development services. To her work, she brings a unique combination of technical planning expertise and advanced document design and presentation skills, enabling her to translate complex regulatory and environmental requirements into clear, defensible, and publicly accessible planning documents. Her recent experience emphasized entitlement coordination, environmental documentation support, Housing Element response management, and process improvement for California jurisdictions.

Relevant Project Experience
Education
B.S. in Urban Planning (Major)
B.S. in Sustainability (Minor)
Arizona State University
A.A. in Architectural & Interior Design
Fashion Institute of Design &
Merchandising
A.A. in Liberal & Behavioral Science
Golden West Community College
Contract Planner, City of Tustin, CA
Ms. Rivera provides contract planning services to the City of Tustin where she performs plan review and plan check services.

Senior Project Manager / Presentation Specialist / Graphic Designer, RiVision, Westminster, CA Ms. Rivera founded and led RiVision, LLC, where she provided municipal planning support services to public agencies and private planning firms. She prepared and coordinated development submittal packages for residential, commercial, and mixed -use projects, including application materials, technical exhibits, CEQA documentation, and public hearing materials, ensuring consistency with municipal requirements. She coordinated with environmental consultants and agency staff to organize Initial Studies, Mitigated Negative Declarations, and Environmental Impact Reports, supported response -to - comments matrices and Final EIR revisions, and helped maintain clear, defensible environmental records. Ms. Rivera also assisted in preparing staff reports, draft conditions, zoning and land -use exhibits, conceptual site plans, and Planning Commission and City Council presentation materials. In addition, she supported RFP and grant submittals, public engagement efforts, and the design and organization of Specific Plans, PUDs, and General Plan Amendments.

Associate Planner I Bowman Group, Brea, CA
Ms. Rivera served as an Associate Planner with Bowman Group, where she led Housing Element response coordination with the California Department of Housing and Community Development (HCD) for the Cities of Lynwood, Huntington Park, and Adelanto, serving as primary liaison to ensure timely and accurate responses to review comments. She trained assistant and intern planners in staff report writing, zoning analysis, Housing Element preparation, and Environmental Justice documentation. Ms. Rivera also edited environmental and technical documents to ensure clarity and CEQA support, and provided public counter services to improve intake accuracy, consistency and customer service. For the City of Westminster, she authored a comprehensive public counter Standard Operating Procedure, streamlined wireless telecommunications application workflows, assisted with development of an ADU streamlining worksheet, and provided graphic and layout support for urban design and form -based code documents. For the City of Huntington Park, she provided staff augmentation, served as the Housing Element update liaison with HCD, and implemented tracking procedures.

Associate Planner I City of Montebello, CA
Ms. Rivera served as an Associate Planner for the City of Montebello, where she managed discretionary entitlements, including Conditional Use Permits, variances, subdivision maps, and site plans from intake through public hearing approval.

She prepared CEQA Initial Studies and Mitigated Negative Declarations, coordinated AB 52 consultation, and authored staff reports, findings, and conditions of approval for Planning Commission and City Council consideration. Ms. Rivera served as Zoning Administrator, issued determinations, supervised two Assistant Planners, and implemented standardized templates and checklists that reduced rework and shortened review timelines. 1 296

Junhyun (Jun) Kim
CSG

CONSULTANTS

ASSISTANT PLANNER II
Mr. Kim is a land planning analyst with a well-rounded background in both the public and private sectors. He applies a multidisciplinary approach to complex planning programs, including Specific Plans, General Plans, Zoning Codes, Housing Elements, and Development Code updates. His expertise spans comprehensive planning, policy analysis and development, local government policy, land use analysis, and the implementation of planning projects.

Mr. Kim has applied his academic foundation to various planning projects in housing, policy writing, private development, and community outreach. He served as a Land Planning Analyst for Kimley-Horn where he handled entitlements and permit processing for several large-scale developments. As an intern with M -Group, he supported residential development projects through design review, CEQA analysis, and the creation of a Water Efficient Landscape Ordinance Checklist.

Education
B.S., City and Regional Planning,
California State Polytechnic University,
San Luis Obispo
Professional Affiliation
Co -Chair, Orange County Young &
Emerging Planners, American Planning
Association (OC YEP APA)
Relevant Project Experience
Housing Element 16th Cycle Update
• Provided 6th Cycle Housing Element Updates to various municipalities including the Cities of Santa Cruz, Scotts Valley, Villa Park, Hollister, Placentia, Hidden Hills, and Rialto, and the County of San Benito.

Specific Plan I Comprehensive Plan I Rezones & Municipal Code Amendments Implementation Programs • Assisted in the implementation of specific plans, comprehensive plans, rezones, and municipal code amendments for various projects, including:
o Washington and Rosemead Boulevards Transit -Oriented Development Specific Plan for the City of Pico Rivera
o Walnut Village Specific Plan for the City of Fontana
o Rezones and municipal code amendments for the Cities of Arcadia and Villa Park o Comprehensive plan for the Pala Band of Mission Indians Entitlement I Permit Processing
• Managed entitlement and permit processing for various projects including:
o Permit tracking and compliance for the World Logistics Center in the City of Morena Valley o Drive -up expansion permit processing for Target Corporation across multiple cities, including Buena Park, Carson, Diamond Bar, Fontana, Garden Grove, La Habra, La Quinta, Lake Elsinore, Lake Forest, Los Banos, Manhattan Beach, Ontario, Rancho Santa Margarita, Santa Clarita, Signal Hill, Simi Valley, and Whittier o Site investigation reports for Circle K in the Cities of Highland and Palmdale Additional Experience
• Conducted community workshops for Housing Element updates in the Cities of Scotts Valley, Santa Cruz, and Hollister • Led public outreach efforts for the Washington and Rosemead Boulevards Transit -Oriented Development Specific Plan in the City of Pico Rivera
• Developed a Water Efficient Landscape Ordinance for the City of Pinole • Prepared Disadvantaged Business Enterprise (DBE) reports for Hayward Executive Airport, Salinas Municipal Airport, and Monterey Regional Airport
1 297

CSG

CONSULTANTS
Kayla Chang

ASSISTANT PLANNER
Ms. Chang is an urban planning professional with customer service, project execution and community engagement experience. She is adept in zoning code interpretations, processing planning projects and building permits, and providing responsive and effective customer service.

Relevant Experience
CSG Contract Planner I City of Fullerton, CA
Ms. Chang serves the City of Fullerton as a contract Assistant Planner, a role in which she provides public counter support including zoning and land use guidance, application intake and review, and customer support, while coordinating with internal departments to facilitate permit processing.

Planning Intern and Building & Safety Intern I City of Whittier, CA Ms. Chang supported the City of Whittier's Community Development Department as a Planning Intern, where she reviewed and processed ministerial and administrative planning applications, including accessory dwelling units (ADUs), single-family residential additions, mechanical equipment, fences and walls, and signage. She conducted research and site analysis to verify compliance with the City's zoning code, general plan, and development standards, and prepared comment letters and public notices to support planning staff and respond to public inquiries. Ms. Chang also assisted in the review and processing of conditional use permits, variances, and development review projects, while also providing customer service at the public counter and over the phone —guiding applicants through planning procedures and zoning requirements.

In her role as a Building & Safety Intern, Ms. Chang issued building permits both online and over the counter for a range of project types, including solar installations, roofing, mechanical systems, electrical work, and general construction. She worked directly with contractors, homeowners, and design professionals to resolve inquiries and clarify permit requirements and application procedures. Ms. Chang also ensured that permit applications met applicable building codes and department standards prior to issuance, maintained accurate records, and coordinated closely with plan checkers and inspectors.

Director of Urban Climate Program Development I Water Insecurity Correction Coalition, Los Angeles, CA Ms. Chang served as Director of Urban Climate Program Development for the Water Insecurity Correction Coalition in Los Angeles, where she oversaw end -to -end coordination of large-scale community events and projects. This involved ensuring clear communication among diverse stakeholders, including community members, city representatives, clean water organizations, and universities. Ms. Chang also compiled detailed monitoring and evaluation (M&E) reports and documented meeting outcomes to support policy advocacy efforts and strengthen community engagement initiatives.

Family Division Intern I Morris County Courthouse, Morristown, NJ For the Morris County Courthouse, Ms. Chang worked as a Family Division Intern, collaborating closely with judges, attorneys, and external organizations to support daily operations and ensure efficient task execution. A key responsibility of her role included conducting community outreach initiatives aimed at fostering trust and building consensus around courthouse procedures and personnel.

Environmental Education Intern I Friends of Ballona Wetlands, Los Angeles, CA As a Ballona Wetlands Environmental Education Intern, Ms. Chang directed and led community events focused on environmental conservation, and demonstrated her strong skills in team coordination, public outreach, and facilitation of conservation initiatives. She also collected data for GIS mapping and contributed to the restoration of historical sites, with an emphasis on research and preservation of Indigenous tribal lands.

Education
Bachelor of Arts in
Environmental Studies &
Philosophy
Loyola Marymount University
Los Angeles, CA
Memberships
American Planning Association
Phi Beta Kappa Honor Society
298

CResI TECH
Cultural Resource Management
MICHAEL HOGAN, PH.D.

Principal Investigator I Project Manager
Principal Archaeologist
Contact Information: (909) 376-7843
Responsibilities: Project Management; Quality Control; Lead Archaeologist

HIGHLIGHTS OM
Education
• Ph.D., Anthropology, University of
California, Riverside
• B.A., Anthropology, University of California,
Riverside
• Section 106 —National Historic Preservation
Act. UCLA Extension Course #888.

Registrations
• Registered Cultural Resource Consultant,
Riverside County No. 113
• Registered Professional Archaeologist
Years of Experience
• Has worked in the field since 1985
• Principal Investigator since 2002
Qualifications
• Exceeds Secretary of Interior's Standards for
Archaeology and Historical Archaeology
• Permit Administrator, Principal Investigator,
BLM Cultural Permit CA -16-03
• Permit Administrator, Field Director, BLM
Paleontological Permit CA -17-02P
• Understanding of State and Federal
regulations
Professional Experience
Mr. Hogan has more than 30 years of cultural resources
management experience. He has worked on some of the
more important archaeological sites in southern
California. Additionally, he has been involved in the
preparation and oversight of cultural resource
management documents according to the requirements of
the California Environmental Quality Act (CEQA) and
the National Environmental Policy Act (NEPA).

He has successfully managed hundreds of projects,
overseeing staff members and their work, to ensure that the various aspects of the research (records searches, field work, graphics production, and report writing) are
efficiently completed to the highest standards while
meeting established schedules. Thus, Mr. Hogan has a
proven record of preparing and managing CEQA/NEPA
projects to successful completion.
299

CRM TECH
Cultural Resource Management
HUNTER C. O'DONNELL, B.A.

Project Archaeologist/Historian/Field
Director
Contact Information: (909) 430-4741
Responsibilities: Field Management; Project Archaeologist; Historian

HIGHLIGHTS
Education
• B.A. (cum laude), Anthropology,
California State University, San
Bernardino.
• A.A., Social and Behavioral
Sciences, Mt. San Antonio
College, Walnut, California.
• A.A., Natural Sciences and
Mathematics, Mt. San Antonio
College, Walnut, California.
• Archaeological Field School, Santa
Rosa Mountains; supervised by Bill
Sapp of the United States Forest
Service and Daniel McCarthy of the
San Manuel Band of Mission
Indians.

Years of Experience
• Has worked in the field since 2015
Qualifications
• Exceeds Secretary of Interior's Standards for
Archaeology and Historical Archaeology
Professional Experience
Mr. O'Donnell joined the CRM TECH team in 2017, has
been involved in archaeological research for numerous
CRM TECH projects. He has conducted all aspects of
archaeological fieldwork, including leading surveys,
recording sites, conducting extended Phase I and Phase II testing, Phase III data recovery, artifact processing and analysis, site record production, and archaeological
monitoring.

O'Donnell has completed coursework for the master's
program in Applied Archaeology from California State
University, San Bernardino.
300

CITY OF OXNARDI • PROFESSIONAL PLANNING CONSULTING SERVICES

TECHNICAL STUDIES MANAGER
Eddie G. Torres
Mr. Torres is an expert in air quality, GHG, and noise modeling, including California Emissions Estimator Model (CaIEEMod), the AERMOD Atmospheric Dispersion Modeling System, the Federal Highway Administration Traffic Noise Model (TNM), etc. Mr. Torres also has experience in climate action planning, using his technical and analytical skills to provide climate change and environmental due diligence services to local governments and regional jurisdictions. He is proficient in utilizing climate change tools to develop GHG inventories and Climate Action Plans (CAP), recommending sustainability strategies and programs to local governments, and performing climate risk, vulnerability, and adaptation assessment.

RELEVANT EXPERIENCE
Janss Marketplace Hotel EIR, Thousand Oaks, California. City of Thousand Oaks. Technical Study Manager. Within the 38 -acre Janss Marketplace, the proposed hotel would be located on an existing 27.16 -acre parcel (project site).

Within the 27.16 -acre parcel, the footprint of the proposed hotel (project footprint) would be approximately 36,300 square -feet (0.83 -acres) while the project's area of disturbance (project area of disturbance) would encompass approximately 1.21 - acres. The proposed project includes the construction of a five -story, 216 -room, approximately 133,000 square -foot hotel. The structure would include an open-air courtyard within the center of the building composed of two levels, the first floor consisting of a patio and event area, and the second floor consisting of a pool deck.

Downtown Thousand Oaks EIR, Thousand Oaks, California. City of Thousand Oaks. Technical Study Manager. The approximately 17.68 -acre proposed project Institute of Noise Control Engineering site is generally located at 2100 East Thousand Oaks Boulevard. The proposed project involves a General Plan Amendment to change the land use designation of a 5.33 -acre portion of the project area to Mixed -Use and increase the height within that area; amendment of the Civic Arts Plaza Specific Plan (SP No. 11) to facilitate development of a new pedestrian -oriented downtown, including mixed -use residential, a hotel, commercial, office, and entertainment uses; partial reconstruction of the existing City Hall; public amenities such as a park plaza and outdoor amphitheater; and supporting infrastructure, including new roadways, reconfigured utilities, and stormwater management improvements; a Tentative Tract Map consolidating 14 existing parcels into 9 new lots; a Development Permit for construction of four new buildings, including a seven -story, 142 -key hotel; a seven -story, 161 -unit mixed -use building (26 affordable units) with subterranean garage; a four-story, 79 -unit mixed -use building (13 affordable units) with subterranean garage; a two-story restaurant building; and a public park with a children's play structure, splash pad, interactive play equipment, informal stages and seating areas, and flexible open space Michael Baker

INTERNATIONAL
Years with Michael Baker
27 Years of Experience
27 Contact information
949/855-3612
[email protected]
Education
M.S., 2005, Mechanical Engineering, University of
Southern California
B.S., 2000, Mechanical Engineering, University of
California, Irvine
B.A., 2000, Environmental Analysis and Design,
University of California, Irvine
Certificate, 2000, Fundamentals of Mechanical
Engineering, University of California, Irvine
Professional Affiliations
American Planning Association (APA)
Association of Environmental Professionals (AEP)
Caltrans Local Assistance Projects - Environmental, Statewide, California. Caltrans - District 7. Environmental Associate. Responsible for visual impact assessments. Michael Baker has worked on the behalf of local agencies and directly for the department for more than 20 years on preliminary design reports and supporting environmental documents. Michael Baker has successfully prepared and processed hundreds of environmental supporting documents for local agency transportation projects throughout California, which have ranged in complexity from minor interchange or intersection modifications to major freeway interchange improvements. Michael Baker has prepared more than 200 transportation - related environmental compliance documents, including many local assistance projects and state highway projects.

Earvin "Magic" Johnson Recreation Master Plan, Los Angeles, California. LA County Parks & Recreation. Environmental Specialist.

Technical Study Manager. The Earvin "Magic" Johnson Recreation Master Plan (EMJ) is approximately a 120 -acre recreation area located within a disadvantaged urban community known as South Central -Willowbrook area where the community consists of 58% Hispanic or Latino and 35% African -American residents. The Project is a community -based and needs -based preliminary design of a state-of-the-art recreational facility in the EMJ Recreation Area. Given the project location consisting of minority and underserved residents, the project required developing and implementing an Outreach Strategic Plan that would consist of stakeholder meetings, special interest/ small group interviews, (3) community workshops and a final County Public Hearing. Michael Baker was contracted to provide development of a conceptual design alternatives plan for recreation facilities such as a bicycle and pedestrian trails, exercise stations, children play areas, picnic areas, and other public use areas. Michael Baker will prepare baseline conditions data such as mapping, demographic trends for parks & recreation needs, traffic study, title search material, CEQA (including Air/GHG/Noise, Jurisdictional Delineation, Biology, and Cultural Resources), and a regulatory compliance strategy & permit plan.

MICHAEL BAKER INTERNATIONAL ■ PAGE 1 OF 2
301

CITY OF OXNARDI • PROFESSIONAL PLANNING CONSULTING SERVICES Michael Baker will be apply County codes and be familiar with the necessary restrictions and processes to prepare the Final Recreation Master Plan and phasing plan.

Vehicle Miles Traveled Mitigation Program and Environmental Impact Report. City of Lancaster, California. Michael Baker is currently assisting the City of Lancaster with the preparation of a Vehicle Miles Traveled (VMT) Mitigation Program and associated EIR. The project aims to establish mitigation for projects that exceed the City's VMT thresholds in the form of a mitigation impact fee. The program identifies relevant transportation demand management strategies and VMT-reducing projects within the City to be funded by the impact fee. These funds would be utilized to fund active transportation infrastructure projects in the City to help the City meet its VMT reduction goals. The overall intent of the program is to streamline the Senate Bill 743 compliance process for development projects while funding future VMT improvement projects to reduce Citywide VMT.

PANYNJ Resilience Review, New York and New Jersey. Port Authority of New York and New Jersey. Michael Baker performed an independent assessment of the Port Authority of New York and New Jersey's (PANYNJ) current state of climate resilience by evaluating the PANYNJ's approach, including projects, programs, policies, guidelines, and governance. Michael Baker developed a framework including a resilience road map with both short-term mitigation actions and long-term strategic planning, incorporating industry best practices. As part of this effort, it developed an overview of industry practice, including the programmatic approach to resilience taken by peer agencies nationally and internationally using existing literature and other secondary data.

Riverside County 2023 Climate Action Plan Update, Riverside County, California. Riverside County. Michael Baker is assisting the County of Riverside in an update of its Climate Action Plan (CAP) in compliance with the 2023 Climate Change Scoping Plan adopted by the California Air Resources Board in December 2022. This project is a continuous work of the County's 2019 CAP update. The project scope includes development of screening tables to enable developers to more easily understand how to use the plan as a CEQA tiering document and CEQA review to allow the plan to be a qualified greenhouse gas reduction plan under CEQA Section 15183.5.

CSU Long Beach Master Plan Update, Long Beach, California. The California State University. Michael Baker is conducting a cultural resources assessment to identify potential impacts to archaeological and paleontological resources in compliance with the California Environmental Quality Act (CEQA) resulting from the proposed California State University Long Beach (CSULB) Master Plan Update. To complete the cultural resources assessment, Michael Baker is conducting a South Central Coastal Information Center and Natural History Museum of Los Angeles County records search, literature and historic map review, and historical society consultation to identify known cultural resources within the plan area. Findings will be documented in the report along with a detailed project description, regulatory framework; geologic, prehistoric, and historic contexts, and detailed impacts analysis of dozens of historical resources within the plan area. The report's findings will be incorporated into the environmental impact report (EIR) planned for the project.

Lockheed Martin Aeronautics Plant 10 Specific Plan, Palmdale, California. Lockheed Martin Systems. Michael Baker is providing design and engineering services for an update to Lockheed Martin's Specific Plan for its Plant 10 property in Palmdale. The 520 -acre site is surrounded by vacant land, a regional airport, and several offices. The plan, which was adopted in September 1992, regulates development within the project site; however, development has exceeded the original build -out requirements. The city will no longer support additional development requests without the adoption of a new specific plan. Michael Baker's plan will include existing conditions, allowable land uses, and development standards based on the client's current needs and future vision. It will ensure compliance with city and state regulations and include basic design and engineering for planned facilities and infrastructure.

SCAG Imperial Building Blocks, Imperial, California. Southern California Association of Governments. Environmental Specialist. Responsible for technical studies. Michael Baker prepared general plan element updates for the City of Imperial in this project funded by SCAG. Michael Baker had previously prepared the downtown area plan. The city wishes to build upon the progress that it has made in planning the downtown area and other areas by developing a unified approach to land use and circulation that promotes livability and a positive community identity while achieving goals for energy efficiency and conservation. The project includes public participation and outreach. The Michael Baker team interviewed major stakeholders as part of the outreach effort.

UCLA Film and Television Archive Preservation Center Initial Study I Mitigated Negative Declaration, Santa Clarita, California. City of Santa Clarita. Environmental Specialist. Technical Study Manager. Michael Baker completed the preparation of an Initial Study/Mitigated Negative Declaration for the proposed state-of-the-art archival storage and preservation center in the City of Santa Clarita. The new center will house the collection of the UCLA Film and Television Archive, which contains over 200,000 original elements and reference copies of film and television.

The project entails seven buildings on the 64.5 -acre site totaling approximately 387,000 square feet, consisting of two theaters, storage vaults for film and other recordings, offices and education classrooms. Upon completion of construction, the Packard Humanities Institute would donate the campus and property to UCLA. Key environmental issues included aesthetics, removal of oak trees, biological resources, and development on secondary ridgelines.

MICHAEL BAKER INTERNATIONAL ■ PAGE 2 OF 2
302

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CONSULTANTS
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303

Fee Schedule
CSG

CONSULTANTS

NOMMISOF
Employee -Owned
CSG's fee schedule is provided in Table 1 (CSG Hourly Rates) below.

Table 1
CSG Hourly Rates

PERSONNEL/ ROLE

HOURLY RATE
Planning Technician
$120
Assistant Planner
$150
Associate Planner
$170
Senior Planner
$205
Planning Manager
$235
Principal Planner
$230
Planning Director
$259
Principal -in -Charge
$280
Assistant Environmental Planner
$150
Environmental Planner/Analyst
$165
Associate Environmental Planner
$175
Environmental Project Manager
$220
Technical Specialist
$235
Environmental Planning Director
$270
GIS Technician
$120
GIS Analyst
$125
GIS Manager
$170
Sustainability Programs Analyst
$185
Sustainability Programs Manager
$215
Publications Specialist
$120
TERMS
• All hourly rates include overhead costs including but not limited to salaries, benefits, workers' compensation insurance, local travel, and miscellaneous office expenses.
• Overtime services and services provided outside of normal business hours will be billed at 1.5x the applicable hourly rate. • On July 1" or anniversary of the contract start date, CSG will initiate a rate increase based on the change in CPI for the applicable region.
• CSG will mail/email an invoice every month for services rendered during the previous month. Unless otherwise agreed, payment terms are 30 days from receipt of invoice.
• This fee proposal is valid for a period of 90 days from date of submittal. 304

EXHIBIT B

INSURANCE REQUIREMENTS
14 [CSG Consultants, Inca
Rev. 01/2024
305

EXHIBIT B

INSURANCE REQUIREMENTS
A. Minimum Scope and Limits of Insurance City reserves the right to review any and all of the required insurance policies and/or endorsements, but has no obligation to do so.

Failure to demand evidence of full compliance with the insurance requirements set forth in this Agreement or failure to identify any insurance deficiency shall not relieve Consultant from, nor be construed or deemed a waiver of, its obligation to maintain the required insurance at all times during the performance, including any extension thereof, of this Agreement. Consultant shall obtain, maintain, and keep in full force and effect during the life of this Agreement, including any extension thereof, all of the following minimum scope of insurance coverages:

1. Commercial General Liability Insurance
Broad -form commercial general liability, with coverage at least as broad as the most current version of ISO Commercial General Liability coverage form CG 00 01, in a form at least as broad as ISO form CG 00 01 04 13, and shall include insurance for premises and operations, products/completed operations, broad form property damage, blanket contractual liability, independent contractors, personal injury or bodily injury, and personal and advertising injury with a policy limit of not less than Two Million Dollars ($2,000,000.00) per occurrence and Four Million Dollars ($4,000,000.00) general aggregate. The aggregate limit, encompassing the above coverage, shall apply separately to this project/location. If Consultant maintains higher limits than the specified minimum limits, City requires and shall be entitled to coverage for the higher limits maintained by the Consultant.

2. Business Automobile Liability Insurance
Business automobile liability for all owned, hired, leased, and non -owned vehicles at least as broad as the most current version of ISO Business Auto Coverage Form CA 00 01, with a policy limit of not less than Two Million Dollars ($2,000,000.00) combined single limit per accident. If Consultant maintains higher limits than the specified minimum limits, City requires and shall be entitled to coverage for the higher limits maintained by the Consultant.

3. Workers' Compensation and Employer's Liability Insurance Workers' compensation insurance as required by the State of California and Employer's Liability Insurance with a minimum limit of One Million Dollars ($1,000,000.00) per accident for any employee or employees of Consultant.

Consultant agrees to waive and to obtain endorsements from its workers' compensation insurer waiving subrogation rights under its workers' compensation insurance policy against the City, its officers, officials, agents, employees, and volunteers for losses arising from work performed by Consultant for the City and to require each of its subcontractors, if any, to do likewise under their workers' compensation insurance policies. The Consultant shall also comply with Section 3800 of the Labor Code by securing, paying for, and maintaining in full force and effect for the duration of this Agreement, complete workers' 1 [CSG Consultants]
306

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. Defense fees and costs shall not deplete the limits of any insurance provided under this Agreement.

5. The Consultant's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability.
2 [CSG Consultants]
307

6. Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Consultant shall ensure the City is an additional insured on insurance required from subcontractors.

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

8. Coverage shall be on a standard occurrence form. Claims -made forms are not acceptable. Modified, limited, or restricted occurrence forms are not acceptable.
3 [CSG Consultants]
308

EXHIBIT C

CERTIFICATES OF INSURANCE AND ENDORSEMENTS
15 [CSG Consultants, Inca
Rev. 01/2024
309

CSGCONS-01
CSPANGLER2
,4comb CERTIFICATE OF LIABILITY INSURANCE
�-------

DATE(MMIDDIYYYY)
7/2/2026
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 License # 0C36861
Alliant Insurance Services, Inc.
560 Mission St 6th Fl
San Francisco, CA 94105

CONTACT
NAME:

PHONE FAX
(A/C, No, Ext): (415) 946-7500 (A/C, No):

ADDRESS:

INSURER(S) AFFORDING COVERAGE
NAIC #
INSURER A: Travelers Indemnity Company of Connecticut
25682

INSURED
CSG Consultants, Inc.
550 Pilgrim Drive
Foster City, CA 94404
INSURER B : Travelers Property Casualty Company of America 25674
INSURER C : Pacific Insurance Company, Limited
10046
INSURER D :

INSURER E :

INSURER F :

COVERAGES
CERTIFICATE NUMBER:

REVISION NUMBER:

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

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

INSR
LTR

TYPE OF INSURANCE
ADDL
INSD
SUBR
WVD

POLICY NUMBER

POLICY EFF
!MM/DDIYYYYI

POLICY EXP
!MM/DDIYYYYI
LIMITS
A
X

COMMERCIAL GENERAL LIABILITY
X
660-C1303879
12/10/2025
12/10/2026

EACH OCCURRENCE
$ 1,000,000

CLAIMS -MADE
X
OCCUR

DAMAGES (RENTED
PREMISES (Ea occurrence)
300,000
$
MED EXP (Any one person)
$ 5,000

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

AGGREGATE
POLICY
OTHER:

X

LIMIT APPLIES
Fla
PER:

GENERAL AGGREGATE
$ 2,000,000

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

AUTOMOBILE
X

LIABILITY

SCHEDULED
AUTOS

NON -OWNED UUO
X
810-C1306581

12/10/2025
12/10/2026

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

PROPERTY
a E accident) DAMAGE
$
$
B
X

UMBRELLA LIAB

EXCESS LIAB
X
OCCUR

CLAIMS -MADE
CUP -C1390577
12/10/2025
12/10/2026

EACH OCCURRENCE
$ 5,000,000

AGGREGATE
$ 5,000,000
DED
X
RETENTION $ 0
$
B

WORKERS COMPENSATION

AND EMPLOYERS' LIABILITY

ANY PROPRIETOR/PARTNER/EXECUTIVE
OFFICER/MEMBER EXCLUDED?
(Mandatory in NH)
If yes, describe under
DESCRIPTION OF OPERATIONS below
Y/N
N / A
X
UB-C138878A
12/10/2025
12/10/2026
"
PER

STATUTE
OTH-
ER
E.L. EACH ACCIDENT
1,000,000
$
E.L. DISEASE - EA EMPLOYEE
$ 1,000,000
E.L. DISEASE - POLICY LIMIT
1,000,000
$
C
Professional Liabili
83OH0489503-25
12/10/2025
12/10/2026
Ea Claim/Agg
5,000,000
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) The City of Plancentia is included as Additional Insured as respects their interest in General Liability, per written contract or agreement. Coverage is Primary and Noncontributory, Waiver of Subrogation applies.

CERTIFICATE HOLDER

CANCELLATION
City of Placentia
401 E Chapman Ave
Placentia, CA 92870

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE

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

AUTHORIZED REPRESENTATIVE
ACORD 25 (2016/03)
© 1988-2015 ACORD CORPORATION. All rights reser31 O
The ACORD name and logo are registered marks of ACORD

POLICY NUMBER: 660-C1303879

COMMERCIAL GENERAL LIABILITY
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

BLANKET ADDITIONAL INSURED - WRITTEN

CONTRACTS (ARCHITECTS, ENGINEERS AND

SURVEYORS)
This endorsement modifies insurance provided under the following:

COMMERCIAL GENERAL LIABILITY COVERAGE PART

1. The following is added to SECTION II - WHO IS
AN INSURED:

Any person or organization that you agree in a
"written contract requiring insurance" to include as
an additional insured on this Coverage Part, but:
a. Only with respect to liability for "bodily injury",
"property damage" or "personal injury"; and
b. If, and only to the extent that, the injury or
damage is caused by acts or omissions of
you or your subcontractor in the performance
of "your work" to which the "written contract
requiring insurance" applies. The person or
organization does not qualify as an additional
insured with respect to the independent acts
or omissions of such person or organization.

The insurance provided to such additional insured
is limited as follows:
c. In the event that the Limits of Insurance of
this Coverage Part shown in the Declarations
exceed the limits of liability required by the
"written contract requiring insurance", the in-
surance provided to the additional insured
shall be limited to the limits of liability required
by that "written contract requiring insurance".

This endorsement shall not increase the limits
of insurance described in Section III — Limits
Of Insurance.
d. This insurance does not apply to the render-
ing of or failure to render any "professional
services" or construction management errors
or omissions.
e. This insurance does not apply to "bodily in-
jury" or "property damage" caused by "your
work" and included in the "products -
completed operations hazard" unless the
"written contract requiring insurance" specifi-
cally requires you to provide such coverage
for that additional insured, and then the insur-
ance provided to the additional insured ap-
plies only to such "bodily injury" or "property
damage" that occurs before the end of the pe-
riod of time for which the "written contract re-
quiring insurance" requires you to provide
such coverage or the end of the policy period,
whichever is earlier.

2. The following is added to Paragraph 4.a. of SEC-

TION IV - COMMERCIAL GENERAL LIABILITY
CONDITIONS:

The insurance provided to the additional insured
is excess over any valid and collectible "other in-
surance", whether primary, excess, contingent or
on any other basis, that is available to the addi-
tional insured for a loss we cover. However, if you
specifically agree in the "written contract requiring
insurance" that this insurance provided to the ad-
ditional insured under this Coverage Part must
apply on a primary basis or a primary and non-
contributory basis, this insurance is primary to
"other insurance" available to the additional in-
sured which covers that person or organization as
a named insured for such loss, and we will not
share with that "other insurance". But this insur-
ance provided to the additional insured still is ex-
cess over any valid and collectible "other insur-
ance", whether primary, excess, contingent or on
any other basis, that is available to the additional
insured when that person or organization is an
additional insured under any "other insurance".

3. The following is added to SECTION IV - COM-
MERCIAL GENERAL LIABILITY CONDITIONS:

Duties Of An Additional Insured
As a condition of coverage provided to the addi-
tional insured:
a. The additional insured must give us written
notice as soon as practicable of an "occur-
rence" or an offense which may result in a
claim. To the extent possible, such notice
should include:

CG D4 14 04 08
© 2008 The Travelers Companies, Inc. Page 1 of 2
311

COMMERCIAL GENERAL LIABILITY
i. How, when and where the "occurrence"
or offense took place;
ii. The names and addresses of any injured
persons and witnesses; and
iii. The nature and location of any injury or
damage arising out of the "occurrence" or
offense.
b. If a claim is made or "suit" is brought against
the additional insured, the additional insured
must:
i. Immediately record the specifics of the
claim or "suit" and the date received; and
ii. Notify us as soon as practicable.

The additional insured must see to it that we
receive written notice of the claim or "suit" as
soon as practicable.
c. The additional insured must immediately send
us copies of all legal papers received in con-
nection with the claim or "suit", cooperate with
us in the investigation or settlement of the
claim or defense against the "suit", and oth-
erwise comply with all policy conditions.
d. The additional insured must tender the de-
fense and indemnity of any claim or "suit" to
any provider of other insurance which would
cover the additional insured for a loss we
cover. However, this condition does not affect
whether this insurance provided to the addi-
tional insured is primary to that other insur-
ance available to the additional insured which
covers that person or organization as a
named insured.

4. The following is added to the DEFINITIONS Sec-
tion:
"Written contract requiring insurance" means that
part of any written contract or agreement under
which you are required to include a person or or-
ganization as an additional insured on this Cover-
age Part, provided that the "bodily injury" and
"property damage" occurs and the "personal in-
jury" is caused by an offense committed:
a. After the signing and execution of the contract
or agreement by you;
b. While that part of the contract or agreement is
in effect; and
c. Before the end of the policy period.