Placentia City Council
July 21, 2026

© Insurance Services Office, Inc., 2008 CG 25 03 05 09

GLO686782502

PROFESSIONAL AND POLLUTION LEGAL LIABILITY POLICY
FOR

THE CONSTRUCTION AND ENVIRONMENTAL SERVICE INDUSTRIES
Certain coverages are "claims -made and reported" and have different reporting requirements from other sections of this Policy. In the event of a Claim, this Policy may require that a Claim be first made during the Policy Period and reported to us, in writing, during the Policy Period, within ninety (90) days of the end of the Policy Period, or, where applicable, the Optional Extended Reporting Period. Please read this Policy carefully, including the Declarations and all Endorsements.

This Policy contains provisions that limit the amount of Legal Expense we are responsible to pay.

Throughout this Policy, the words "we", "us", and "our" mean the Company stated in the Declarations. The words "you" and "your" mean the Insured.

Words that are bolded, except for caption headings, have the meaning set forth in SECTION III - DEFINITIONS, whether expressed in singular or plural throughout this Policy.

In consideration of the payment of premium, in reliance upon the Application and subject to the Declarations and the terms and conditions of this Policy, we agree with you as follows:

SECTION I - INSURING AGREEMENTS
A. Professional Coverages

1. Professional Liability Coverage
We will pay on your behalf for Professional Loss that you become legally obligated to pay because of a Claim resulting from an actual or alleged negligent act, error or omission in Professional Services, provided that:
a. the Professional Services are rendered on or after the Retroactive Date and prior to the end of the Policy Period; and
b. the Claim is first made during the Policy Period and reported to us, in writing, during the Policy Period, within ninety (90) days of the end of the Policy Period, or, where applicable, the Optional Extended Reporting Period.

2. Rectification Expense Coverage
We will pay on your behalf for Rectification Expense to avoid or reduce a Claim covered under this Policy, provided that:
a. all Professional Services giving rise to actual or potential damages are rendered on or after the Retroactive Date and prior to the end of the Policy Period; b. during the Policy Period, you provide us with immediate notice of the negligent act, error or omission and of the proposed corrective action, if any, along with all supporting documentation, in writing prior to incurring any Rectification Expense; c. you establish and we determine that your proposed Rectification Expense is reasonable and necessary in light of the actual liability for a Claim covered under this Policy that can be avoided or reduced by incurring the Rectification Expense; and EVPCPocCP 0424
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I. Emergency Remediation Expense means Remediation Expense incurred by you on an emergency basis that we determine was reasonable and necessary to mitigate the immediate effects of the Pollution Condition in light of the liability covered under this Policy that can be avoided or reduced by such mitigation.

J. Environmental Damage means physical damage into or upon land or structures thereupon, the atmosphere or any watercourse or body of water, including groundwater, caused by a Pollution Condition and resulting in Remediation Expense.

Environmental Damage does not include Property Damage.

K. First Named Insured means the person or entity stated in Item (1) of the Declarations.

L. Green Building Materials means building products or materials that are recognized by The Leadership in Energy and Environmental Design (LEED®), Green Globes Assessment and Rating System, International Green Construction Code or Energy Star as:

1. being environmentally preferable or sustainable; or

2. providing enhanced energy efficiency.

M. Insured means each of the following:

1. the First Named Insured;

2. the Named Insured;

3. the Named Insured's current and former directors, partners, principals, members, officers, stockholders, or trustees, but solely while acting within the course and scope of their duties as such;

4. the Named Insured's current and former employees, including Leased Worker, but solely within the course and scope of their employment or lease agreement;

5. the Named Insured's heirs, executors, administrators, assigns or legal representatives in the event of death, incapacity or bankruptcy, but only with respect to the liability of the Named Insured otherwise insured herein;

6. any Predecessor in Interest;

7. any entity newly formed or acquired by the Named Insured during the Policy Period where the Named Insured has greater than fifty percent (50%) ownership, control, or beneficial interest, provided that:
a. coverage shall be provided only for Professional Loss and Protective Loss arising out of Professional Services or Design Professional Services or Pollution Loss and Pollution Protective Loss arising out of Contracting Services or Subcontractor Services, for services performed on or after the date of formation or acquisition, subject to the Retroactive Date; and
b. this coverage shall expire at the end of the Policy Period or within ninety (90) days of such formation or acquisition of the entity, whichever is earlier, unless you submit written notice to us providing detailed information concerning the newly formed or acquired entity and we agree to accept coverage and issue an endorsement confirming coverage;

8. the Named Insured to the extent of its participation in a legal entity including a limited liability company or joint venture, but only to the extent of the Named Insured's legal liability for its rendering or failure to render Professional Services or Contracting Services under the respective legal EVPCPocCP 0424
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entity.

9. Solely with regard to SECTION I - INSURING AGREEMENTS, B.1. Job Site Coverace - Occurrence, B.2. Transportation Coverage and B.5. Non -Owned Disposal Site Coverage, any person or entity, including a Client, as required by a written agreement, but only for:
a. a Pollution Condition caused by Contracting Services; and b. the liability of the person or entity that results from the performance of the Named Insured's Contracting Services,
provided that such written agreement is signed prior to the commencement of the Pollution Condition.

Any insurance afforded under the terms and conditions of this Policy shall be limited to the scope of coverage required by such agreement and shall be limited to the lesser of the amount of the limits of liability required by such written agreement or the Limits of Liability under this Policy. In no event shall we be liable for any amounts in excess of the Limits of Liability shown in Item (3) and Item (4) B. Pollution Coveraces of the Declarations.

N. Insured Contract means that part of any written agreement under which, the Named Insured assumes the tort liability of another party to pay compensatory damages for Bodily Injury, Property Damage or Environmental Damage, to a third -person or entity, provided that such written agreement is signed by the Named Insured prior to the Bodily Injury, Property Damage or Environmental Damage. Tort liability means a liability that would be imposed by law in the absence of any agreement.

O. Job Site means the location where Contracting Services are rendered.

Job Site does not include:

1. any location that is owned, rented, leased, used, or occupied by you except for:
a. a location owned, rented, leased, or occupied by the Client; or b. a location that is rented, leased, or occupied (but not owned) by the Named Insured and is used on a temporary basis by you for a single project only, during the course of providing Contracting Services for such single project.

2. a Non -Owned Disposal Site or Your Location.

P. Leased Worker means a person leased to the Named Insured, by a labor leasing firm under an agreement between you and the labor leasing firm, to perform duties related to the conduct of your business.

Q. Legal Expense means legal costs, charges and expenses incurred by you or on your behalf in the investigation or defense of a Claim arising from Professional Services or Contracting Services, and includes any necessary expert fees paid to experts retained by defense counsel.

Legal Expense does not include any of the following:

1. the time and expense incurred by you assisting us in the investigation or resolution of a Claim or in connection with Remediation Expense, including, but not limited to, the costs of your in-house counsel, salary charges of your regular employees or officials, and fees and expenses of counsel retained by you.

2. salary charges of our employees.

EVPCPocCP 0424
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Insured to remove an action to the United States District Court, regardless of the jurisdiction in which, an action is commenced.

G. Declarations and Representations
By acceptance of this Policy, you agree that:

1. the statements, declarations and information contained in the Application for this Policy are true, correct and complete;

2. all such statements, declarations and information are material to our underwriting of this Policy;

3. this Policy has been issued by us in reliance upon the truth, correctness and completeness of such statements, declarations and information, and

4. the Application for this Policy, including all statements, declarations and information submitted to us as part of the Application process, is incorporated in and made part of this Policy.

H. Design Professional's Insurance
You shall require that each Design Professional, with whom you enter into a written agreement, carry professional liability insurance.

I. Headings
The descriptions in the headings of this Policy are solely for convenience and form no part of the terms and conditions of this Policy.

J. Inspection and Audit
We shall be permitted, but not obligated, to examine, audit, monitor and inspect on a continuing basis any of your books, records, services, properties and activities at any time, as far as they relate to the subject matter of this Policy.

Neither our right to examine, audit, monitor and make inspections, or the actual undertaking thereof, or any report thereon, neither constitutes an undertaking to determine or warrant that property or operations are safe, healthful, or conform to acceptable engineering practice, or are in compliance with any law, rule or regulation. Any inspections shall be coordinated through the broker or agent of the First Named Insured.

K. Other Insurance
Unless expressly stated to the contrary, this Policy is excess over the Self -Insured Retention Amount and any other valid and collectible insurance whether such other insurance is stated to be primary, contributory, excess, contingent or otherwise, unless such other insurance is written specifically excess of this Policy by reference in such other policy to this Policy Number in this Policy's Declarations. When any other insurance has a duty to defend a Claim, we shall have no duty to defend the Claim; if the other insurance does not defend the Claim, we shall have the right, but not the duty to defend the Claim.

With regard to SECTION I - INSURING AGREEMENTS, B. Pollution Coverages, when you are required by written agreement, executed prior to the first commencement of the Pollution Condition, to include any person or entity as an additional Insured, such coverage shall be provided on a primary and non-contributory basis to the extent required by the written agreement.

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L. Severability
Except with respect to the Limits of Liability and the Self -Insured Retention Amount, and any rights or duties specifically assigned in this Policy to the First Named Insured, this insurance applies:

1. as if each Named Insured were the only Named Insured; and

2. separately to each Insured against whom a Claim is made.

Any misrepresentation, act or omission that is in violation of a duty, term or condition under this Policy by one Insured shall not by itself affect coverage for another Insured under this Policy. However, this exception shall not apply to the Insured who is a parent, subsidiary or affiliate of the Insured which committed the misrepresentation, act or omission referenced above.

M. Sole Agent
The First Named Insured shall act on behalf of all Insureds for the payment or return of premium, receipt and acceptance of any endorsement issued to form a part of this Policy, giving and receiving notice of cancellation or non -renewal and the exercise of the rights provided in SECTION VI - OPTIONAL EXTENDED REPORTING PERIOD.

N. Subrogation and Recoupment
In the event of any payment under this Policy, we shall have the right to seek recoupment against you in the event we determine no coverage exists and/or be subrogated to all of your rights of recovery against any person or entity and you will execute and deliver instruments and papers and do whatever else is necessary to secure such rights.

Any recovery as a result of subrogation proceedings under this Policy shall accrue first to you to the extent of your payments in excess of the Limits of Liability of this Policy; then to us to the extent of our payment under this Policy; and then to you to the extent of your payment of the Self -Insured Retention Amount.

Expenses incurred in such subrogation proceedings shall be apportioned among the interested parties in the recovery in the proportion that each interested party's share in the recovery bears to the total recovery amount.

We shall have priority in any recovery, and any amounts recovered in excess of our total payment and the cost of recovery shall be paid to you. You shall do nothing at any time to prejudice our subrogation rights.

However, we waive our right of recovery against any person or entity, except for a Design Professional or Subcontractor, including Subcontractors and subconsultants, as referenced in SECTION I - INSURING AGREEMENTS, A.3. Protective Loss Coverage and B.4. Pollution Protective Loss Coverage, if and to the extent you agreed to waive your right of recovery against such person or entity in a written agreement signed by the Named Insured prior to:

1. the negligent act, error or omission in Professional Services out of which the Claim or request for Rectification Expense arises under SECTION I - INSURING AGREEMENTS, A. Professional Coverages; or

2. the first commencement of a Pollution Condition out of which the Claim or request for Emergency Remediation Expense or Pollution Loss arises under SECTION I - INSURING AGREEMENTS, B.

Pollution Coverages.

O. Territory
This Policy applies to Professional Services and Contracting Services rendered worldwide, provided that the Claim, Protective Claim or Pollution Protective Claim is first brought, and at all times maintained, within the United States, its territories and possessions, or in Canada.

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Coverage Extension Endorsement
ZURICH
Policy No.

Eff. Date of Pol.

Exp. Date of Pol.

Eff. Date of End.

Producer No.

Add'I. Prem
Return Prem.

BAP686782302
5/26/26
5/26/27
5/26/26
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

This endorsement modifies insurance provided under the:

Business Auto Coverage Form
Motor Carrier Coverage Form
A. Amended Who Is An Insured

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.

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

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

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 the Exclusions of Section III — Physical Damage Coverage of the Business Auto Coverage Form and Paragraph 2.b. in the 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" of the private passenger type is disabled. However, the labor must be performed at the place of disablement.

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:

U -CA -424-F CW (04/14)

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

(1) Other than collision only if the Declarations indicate that Comprehensive Coverage is provided for any covered "auto";
(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".

U -CA -424-F CW (04/14)

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

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:

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. Physical Damage — Comprehensive Coverage — Deductible The following is added to the Deductible Provision of the Physical Damage Coverage Section:

Regardless of the number of covered "autos" damaged or stolen, the maximum deductible that will be applied to Comprehensive Coverage for all "loss" from any one cause is $5,000 or the deductible shown in the Declarations, whichever is greater.

N. 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.

O. 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 U -CA -424-F CW (04/14)

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

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.

P. 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:

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.

Q. 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".

R. 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.

S. Hired Auto — World Wide Coverage
Paragraph 7a.(5) of the Policy Period, Coverage Territory Condition is replaced by the following:
(5) Anywhere in the world if a covered "auto" is leased, hired, rented or borrowed for a period of 60 days or less, T. 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.

U -CA -424-F CW (04/14)

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

U. 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.

V. 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".

W. 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.

X. 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.

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

Other Insurance Amendment — Primary And Non -
Contributory
ZURICH
Policy No.

EDI Date of Pot.

Exp. Date of Pot.

Elf. Date of End.

Producer No.

Add'I. Prcm
Return Prom,
GLO686782502
05/26/2026
05/26/2027
05/26/2026
73051000
INCL
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

Named Insured:

Address (including ZIP Code):

This endorsement modifies insurance provided under the:

Commercial General Liability Coverage Part

1. The following paragraph is added to the Other Insurance Condition of Section IV — Commercial General Liability Conditions:

This insurance is primary insurance to and will not seek contribution from any other insurance available to an additional insured under this policy provided that:
a. The additional insured is a Named Insured under such other insurance; and b. You are required by a written contract or written agreement that this insurance would be primary and would not seek contribution from any any other insurance available to the additional insured.

2. The following paragraph is added to Paragraph 4.b. of the Other Insurance Condition of Section IV — Commercial General Liability Conditions:

This insurance is excess over:

Any of the other insurance, whether primary, excess, contingent or on any other basis, 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", offense, 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.

All other terms and conditions of this policy remain unchanged.

U -GL -1327-B CW (04/13)

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

Additional Insured — Automatic — Owners, Lessees Or
Contractors
ZURICH
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

Policy No.GLO686782502
Effective Date: 05/26/2026
This endorsement modifies insurance provided under the:

Commercial General Liability Coverage Part
A. Section II — Who Is An Insured is amended to include as an additional insured any person or organization whom you are required to add as an additional insured under a written contract or written agreement executed by you, but only with respect to liability for "bodily injury", "property damage" or "personal and advertising injury" and subject to the following:

1. If such written contract or written agreement specifically requires that you provide that the person or organization be named as an additional insured under one or both of the following endorsements:
a. The Insurance Services Office (ISO) ISO CG 20 10 (10/01 edition); or b. The ISO CG 20 37 (10/01 edition),
such person or organization is then an additional insured with respect to such endorsement(s), but only to the extent that "bodily injury", "property damage" or"personal and advertising injury" arises out of:
(1) Your ongoing operations, with respect to Paragraph 1.a. above; or (2) "Your work", with respect to Paragraph 1.b. above,
which is the subject of the written contract or written agreement.

However, solely with respect to this Paragraph 1., insurance afforded to such additional insured:
(a) Only applies if the "bodily injury", "property damage" or "personal and advertising injury" offense occurs during the policy period and subsequent to your execution of the written contract or written agreement; and
(b) Does not apply to "bodily injury" or "property damage" caused by "your work" and included within the "products -completed operations hazard" unless the written contract or written agreement specifically requires that you provide such coverage to such additional insured.

2. If such written contract or written agreement specifically requires that you provide that the person or organization be named as an additional insured under one or both of the following endorsements:
a. The Insurance Services Office (ISO) ISO CG 20 10 (07/04 edition); or b. The ISO CG 20 37 (07104 edition),
such person or organization is then an additional insured with respect to such endorsement(s), but only to the extent that "bodily injury", "property damage" or "personal and advertising injury" is caused, in whole or in part, by:
(1) Your acts or omissions; or
(2) The acts or omissions of those acting on your behalf, U -GL -2162-A CW (02/19)

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

in the performance of:
(a) Your ongoing operations, with respect to Paragraph 2.a. above; or (b) "Your work" and included in the "products -completed operations hazard", with respect to Paragraph

2.b. above,
which is the subject of the written contract or written agreement.

However, solely with respect to this Paragraph 2., insurance afforded to such additional insured:
(i) Only applies if the "bodily injury", "property damage" or "personal and advertising injury" offense occurs during the policy period and subsequent to your execution of the written contract or written agreement; and
(ii) Does not apply to "bodily injury" or "property damage" caused by "your work" and included within the "products -completed operations hazard" unless the written contract or written agreement specifically requires that you provide such coverage to such additional insured.

3. If neither Paragraph 1. nor Paragraph 2. above apply and such written contract or written agreement requires that you provide that the person or organization be named as an additional insured:
a. Under the ISO CG 20 10 (04/13 edition, any subsequent edition or if no edition date is specified); or b. With respect to ongoing operations (if no form is specified), such person or organization is then an additional insured only to the extent that "bodily injury", "property damage" or "personal and advertising injury" is 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, which is the subject of the written contract or written agreement.

However, solely with respect to this Paragraph 3., insurance afforded to such additional insured:
(a) Only applies to the extent permitted by law;
(b) Will not be broader than that which you are required by the written contract or written agreement to provide for such additional insured; and
(c) Only applies if the "bodily injury", "property damage" or "personal and advertising injury" offense occurs during the policy period and subsequent to your execution of the written contract or written agreement.

4. If neither Paragraph 1. nor Paragraph 2. above apply and such written contract or written agreement requires that you provide that the person or organization be named as an additional insured:
a. Under the ISO CG 20 37 (04/13 edition, any subsequent edition or if no edition date is specified); or b. With respect to the "products -completed operations hazard" (if no form is specified), such person or organization is then an additional insured only to the extent that "bodily injury" or "property damage" is caused, in whole or in part by "your work" and included in the "products -completed operations hazard", which is the subject of the written contract or written agreement.

However, solely with respect to this Paragraph 4., insurance afforded to such additional insured:
(1) Only applies to the extent permitted by law;
(2) Will not be broader than that which you are required by the written contract or written agreement to provide for such additional insured;
Only applies if the "bodily injury" or "property damage" occurs during the policy period and subsequent to your execution of the written contract or written agreement; and (4) Does not apply to "bodily injury" or "property damage" caused by "your work" and included within the "products -completed operations hazard" unless the written contract or written agreement specifically requires that you provide such coverage to such additional insured. (3)
U -GL -2162-A CW (02/19)

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

B. Solely with respect to the insurance afforded to any additional insured referenced in Section A. of this endorsement, the following additional exclusion applies:

This insurance does not apply to "bodily injury", "property damage" or "personal and advertising injury" arising out of the rendering of, or failure to render, any professional architectural, engineering or surveying services including:

1. The preparing, approving or failing to prepare or approve maps, shop drawings, opinions, reports, surveys, field orders, change orders or drawings and specifications; or

2. Supervisory, inspection, architectural or engineering activities.

This exclusion applies even if the claims against any insured allege negligence or other wrongdoing in the supervision, hiring, employment, training or monitoring of others by that insured, if the "occurrence" which caused the "bodily injury" or "property damage", or the offense which caused the "personal and advertising injury", involved the rendering of or the failure to render any professional architectural, engineering or surveying services.

C. Solely with respect to the coverage provided by this endorsement, the following is added to Paragraph 2. Duties In The Event Of Occurrence, Offense, Claim Or Suit of Section IV — Commercial General Liability Conditions:

The additional insured must see to it that:
(1) We are notified as soon as practicable of an "occurrence" or offense that may result in a claim; (2) We receive written notice of a claim or "suit" as soon as practicable; and (3) A request for defense and indemnity of the claim or "suit" will promptly be brought against any policy issued by another insurer under which the additional insured may be an insured in any capacity. This provision does not apply to insurance on which the additional insured is a Named Insured if the written contract or written agreement requires that this coverage be primary and non-contributory.

D. Solely with respect to the coverage provided by this endorsement:

1. The following is added to the Other Insurance Condition of Section IV — Commercial General Liability Conditions:

Primary and Noncontributory insurance
This insurance is primary to and will not seek contribution from any other insurance available to an additional insured provided that:
a. The additional insured is a Named Insured under such other insurance; and b. You are required by written contract or written agreement that this insurance be primary and not seek contribution from any other insurance available to the additional insured.

2. The following paragraph is added to Paragraph 4.b. of the Other Insurance Condition under Section IV — Commercial General Liability Conditions:

This insurance is excess over:

Any of the other insurance, whether primary, excess, contingent or on any other basis, 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", offense, 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 a written contract or written agreement to provide coverage to the additional insured on a primary and non- contributory basis.

E. This endorsement does not apply to an additional insured which has been added to this Coverage Part by an endorsement showing the additional insured in a Schedule of additional insureds, and which endorsement applies specifically to that identified additional insured.

F. Solely with respect to the insurance afforded to an additional insured under Paragraph A.3. or Paragraph A.4. of this endorsement, the following is added to Section III — Limits Of Insurance:

Additional Insured — Automatic — Owners, Lessees Or Contractors Limit The most we will pay on behalf of the additional insured is the amount of insurance:

U -GL -2162-A CW (02/19)

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

1. Required by the written contract or written agreement referenced in Section A. of this endorsement; 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.

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

U -GL -2162-A CW (02/19)

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

Waiver Of Subrogation (Blanket) Endorsement
ZURICH
Policy No.

Eff. Date of Pol.

Exp. Date of Pol.

Eff Date of End.

Producer
Add '1. Prem
Return Prem.

GLO686782502
5/26/26
5/26/27
5/26/26
$
$
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

This endorsement modifies insurance provided under the:

Commercial General Liability Coverage Part
The following is added to the Transfer Of Rights Of Recovery Against Others To Us Condition:

If you are required by a written contract or agreement, which is executed before a loss, to waive your rights of recovery from oth- ers, we agree to waive our rights of recovery. 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.

U -GL -925-B CW (12/01)

GL0686782502

COMMERCIAL INSURANCE

CANCELLATION BY US
This endorsement changes the policy. Please read it carefully.

This endorsement modifies insurance provided by the following:

BOILER AND MACHINERY COVERAGE FORM

BUSINESS AUTO COVERAGE FORM

COMMERCIAL CRIME COVERAGE FORM

COMMERCIAL GENERAL LIABILITY COVERAGE FORM

COMMERCIAL INLAND MARINE COVERAGE FORM

COMMERCIAL PROPERTY COVERAGE FORM

FARM COVERAGE FORM

GARAGE COVERAGE FORM

LIQUOR LIABILITY COVERAGE FORM

MOTOR CARRIER COVERAGE FORM

POLLUTION LIABILITY COVERAGE FORM

PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE FORM

TRUCKERS COVERAGE FORM

SCHEDULE
Number of Days' Notice: 6 0
(If no entry appears above, information required to complete this Schedule will be shown in the Declarations as applicable to this endorsement.)
For any statutorily permitted reason other than nonpayment of premium, the number of days required for notice of cancellation, as provided in paragraph 2, of either the CANCELLATION Common Policy Condition or as amended by an applicable state cancellation endorsement, is increased to the number of days shown in the Schedule above.

U -GU -298-B CW (4/94)

SXS699489401
Straight Excess Liability Policy

ZURICH'
There are provisions in this policy that restrict coverage. Read the entire policy carefully to determine rights, duties and what is and is not covered.

Throughout this policy, the words "you" and "your" refer to the Named Insured shown in the Declarations, and any other person or organization qualifying as such in underlying insurance. The words "we", "us" and "our" refer to the company providing this insurance.

The word "insured(s)" means any person or organization qualifying as such in underlying insurance but only to the extent and within the scope for which such "insured(s)" qualify for coverage in underlying insurance.

Words and phrases that are printed in bold -face type are defined in this policy. These definitions are found in SECTION VI. DEFINITIONS of this policy or in the specific policy provision where they appear.

In consideration of the payment of the premium and in reliance upon the statements in the Declarations and in accordance with the provisions of this policy, we agree with you to provide coverage as follows:

Insuring Agreements
SECTION I. COVERAGE
A. We will pay on behalf of the insured those damages covered by this insurance in excess of the total Applicable Limits of underlying insurance. This policy includes:

1. The terms and conditions of underlying insurance to the extent such terms and conditions are not inconsistent or do not conflict with the terms and conditions referred to in Paragraph 2. below; and

2. The terms and conditions that apply to this policy.

B. Notwithstanding anything to the contrary contained in Paragraph A. above, if underlying insurance does not apply to damages for reasons other than exhaustion of total applicable limits of insurance by payment of loss, then this policy does not apply to such damages.

C. The amount we will pay under this policy is limited as described in SECTION II. LIMITS OF INSURANCE.

D. We have no obligation under this policy with respect to any settlement made without our consent.

E. The insurance afforded under this policy applies to bodily injury or property damage only if prior to the Policy Period, neither you nor any authorized person knew that the bodily injury or property damage had occurred, in whole or in part. If you or any authorized person knew, prior to the Policy Period, that the bodily injury or property damage occurred, then any continuation, change or resumption of such bodily injury or property damage during or after the Policy Period will be deemed to have been known prior to the Policy Period.

Bodily injury or property damage which occurs during the Policy Period and was not, prior to the Policy Period, known to have occurred by you or any authorized person includes any continuation, change or resumption of that bodily injury or property damage after the Policy Period; and
Bodily injury or property damage will be deemed to have been known to have occurred at the earliest time when you or any authorized person:

1. Reports all or any part of, the bodily injury or property damage to us or any other insurer;

2. Receives a written or verbal demand or claim for damages because of the bodily injury or property damage; or

3. Becomes aware by any other means that bodily injury or property damage has occurred or has begun to occur.

U-SXS-100-A CW (09/11)

SECTION II. LIMITS OF INSURANCE
A. The Limits of Insurance shown in the Declarations and the rules below describe the most we will pay regardless of the number of:

1. Insureds;

2. Claims made or suits brought; or

3. Persons or organizations making claims or bringing suits.

B. The Limits of Insurance of this policy will apply as follows:

1. The limit shown in Item 4.B. of the Declarations for the Other Aggregate is the most we will pay for all loss to which this policy applies, except for:
a. Loss covered under the products/completed operations hazard; and b. Loss covered in underlying insurance to which no underlying aggregate limit applies.

In addition, if a policy listed in the Schedule of Underlying Insurance contains aggregate limits, other than an aggregate limit applying to the products/completed operations hazard, the Other Aggregate limit shown in Item

4.B. of the Declarations will apply in the same manner as such other aggregate limits of each policy listed in the Schedule of Underlying Insurance.

2. The limit shown in Item 4.C. of the Declarations for the Products/Completed Operations Aggregate is the most we will pay for all loss to which this policy applies under the products/completed operations hazard.

3. Subject to Paragraph B.1. or B.2. above, whichever applies, the limit shown in Item 4.A. of the Declarations for Occurrence is the most we will pay for all loss arising out of any one occurrence to which this policy applies.

C. Coverage applies only in excess of the greater of the actual limits of insurance of underlying insurance or the Applicable Limits of insurance shown in the Schedule of Underlying Insurance forming a part of this policy.

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

E. Subject to Paragraphs B.1., B.2., B.3. and C. above:

1. If the limits of underlying insurance have been reduced solely by payment of loss for which coverage is afforded under this policy, this policy will drop down to become immediately excess of the reduced underlying limit; or

2. If the limits of underlying insurance have been exhausted solely by payment of loss for which coverage is afforded under this policy, this policy will continue in force as underlying insurance.

SECTION III. DEFENSE AND SUPPLEMENTARY PAYMENTS
A. We have the right and duty to assume control of the investigation and settlement of any claim, or defense of any suit against the insured for damages covered by this policy when the applicable limit of underlying insurance and other insurance has been exhausted by payment of loss for which coverage is afforded under this policy.

B. In those circumstances where Paragraph A. above applies we will pay our expenses and the following to the extent that they are not included in underlying insurance:

1. Up to $2,000 for the cost of bail bonds. We do not have to furnish these bonds.

2. The cost of bonds to release attachments, but only for bond amounts within the amount of insurance available.

We do not have to furnish these bonds.

3. Reasonable expenses incurred by the insured at our request to assist us in the investigation or defense of the claim or suit, including actual loss of earnings because of time off from work.

4. All court costs taxed against the insured in the suit. However, these payments do not include attorneys' fees or attorneys' expenses taxed against the insured.

U-SXS-100-A CW (09/11)

5. Pre -judgment interest awarded against the insured on that part of the judgment we pay. However, if we make an offer to pay the applicable limit of insurance, we will not pay any pre -judgment interest based on that period of time after the offer.

6. All interest on the full amount of any judgment that accrues after entry of the judgment and before we have paid, offered to pay, or deposited in court that part of the judgment that is within the applicable limits of insurance.

When our expenses and the payments described in this paragraph above are not included in the definition of loss, they will not reduce the Limits of Insurance.

C. In those circumstances where Paragraph A. above does not apply, we do not have the duty to assume control of the investigation and settlement of any claim, or defense of any suit against the insured. We do, however, have the right to participate in the investigation and settlement of any claim, or defense of any suit that we feel may create liability on our part under the terms of this policy. If we exercise this right, we will do so at our expense.

We will not investigate and settle any claim, or defend any suit after we have exhausted the applicable Limit of Insurance as shown in Item 4. of the Declarations.

If we are prevented by law from carrying out the provisions of Paragraph A. above, we will pay any expense incurred with our consent.

SECTION IV. EXCLUSIONS
This policy does not apply to any liability, damage, loss, cost or expense:

ASBESTOS
A. Arising out of or relating in any way to:

1. Asbestos or which would not have occurred in whole or in part but for the actual, alleged or threatened discharge, dispersal, release, leakage, leaching, friability, flaking escape or presence of asbestos, regardless of whether any other cause, event, material or product contributed concurrently or in any sequence to the injury or damage; or

2. Any:
a. Request, demand, order, statutory or regulatory requirement, direction or determination, that any insured or others test for, investigate, monitor, clean up, remove, study, contain, treat, encapsulate, control or take any other action regarding asbestos; or
b. Claim or suit for damages arising out of or relating in any way to any request, demand, order, statutory or regulatory requirement, direction or determination than any insured or others test for, investigate, monitor, clean up, remove, study, contain, treat, encapsulate, control or take any other action regarding asbestos.

POLLUTION
B. 1. Arising directly or indirectly out of the actual, alleged or threatened discharge, dispersal, seepage, migration, release or escape of pollutants:
a. At or from any premises, site or location which is or was at any time owned or occupied by, or rented or loaned to, any insured. However, this subparagraph does not apply to:
(1) Bodily injury if sustained within a building and caused by smoke, fumes, vapor or soot produced by or originating from equipment that is used to heat, cool or dehumidify the building, or equipment that is used to heat water for personal use, by the building's occupants or their guests; (2) Bodily injury or property damage for which you may be held liable, if you are a contractor, and the owner or lessee of such premises, site or location has been added to underlying insurance as an additional insured with respect to your ongoing operations performed for that additional insured at that premises, site or location and such premises, site or location is not and never was owned or occupied by, or rented or loaned to, any insured, other than that additional insured; or (3) Bodily injury or property damage arising out of heat, smoke or fumes from a hostile fire; b. At or from any premises, site or location which is or was at any time used by or for any insured or others for the handling, storage, disposal, processing or treatment of waste; U-SXS-100-A CW (09/11)

If you fail to comply with these requirements, we will only be liable to the same extent that we would have been had you fully complied with these requirements.

E. Nonrenewal
If we decide not to renew this policy, we will mail or deliver to the first Named Insured shown in Item 1. of the Declarations written notice of the nonrenewal not less than thirty (30) days before the expiration date.

If notice is mailed, proof of mailing will be sufficient proof of notice.

F. Notice of Occurrence

1. You must see to it that we are notified as soon as practicable of an occurrence which may result in damages covered by this policy. To the extent possible, notice will include:
a. How, when and where the occurrence took place;
b. The names and addresses of any injured persons and witnesses; and c. The nature and location of any injury or damage arising out of the occurrence.

2. Knowledge of an occurrence by the agent, servant or employee of yours, shall not in itself constitute knowledge by the insured unless you or any authorized person receives such notice from the agent, servants or employee.

3. If a claim or suit against any insured is reasonably likely to involve this policy, you must notify us in writing as soon as practicable.

4. You and any other involved insured must:
a. Immediately send us copies of any demands, notices, summonses or legal papers received in connection with the claim or suit;
b. Authorize us to obtain records and other information; c. Cooperate with us in the investigation, settlement or defense of the claim or suit; and d. Assist us, upon our request, in the enforcement of any right against any person or organization which may be liable to the insured because of injury or damage to which this policy may also apply.

5. The insureds will not, except at their own cost, voluntarily make a payment, assume any obligation, or incur any expense, other than for first aid, without our consent.

6. Your failure to give notice of an occurrence to us shall not invalidate coverage under this policy if the occurrence was inadvertently reported to another insurer. However, you shall report any such occurrence to us as soon as practicable once you become aware of such error.

G. Other Insurance
If other insurance applies to damages that are also covered by this policy, this policy will apply excess of the other insurance. Nothing herein will be construed to make this policy subject to the terms, conditions and limitations of such other insurance. However, this provision will not apply if the other insurance is written to be excess of this policy.

Other insurance includes any type of self-insurance or other mechanism by which an insured arranges for funding of legal liabilities.

H. Terms Conformed to Statute
The terms of this policy which are in conflict with the statutes, laws, ordinances or regulations in any country, jurisdiction, state or province where this policy is issued are amended to conform to such statutes, laws, ordinances or regulations. If we are prevented by law or statute from paying on behalf of the insured, then we will, where permitted by law or statute, indemnify the insured.

I. Transfer of Rights of Recovery Against Others to Us

1. If the insured has rights to recover all or part of any payment we have made under this insurance, those rights are transferred to us. The insured must do nothing after the loss to impair them. At our request, the insured will bring suit or transfer those rights to us and help us enforce them.

U-SXS-100-A CW (09/11)

However, if any insured is required to waive their rights of recovery from others by a written contract or agreement executed before a loss, we agree to waive our rights of recovery to the extent required by the written contract or agreement. This waiver of rights will not be construed to be a waiver with respect to any other operations for which the insured has not waived their rights of recovery by contract.

2. Any amount recovered will be apportioned in the inverse order of payment of loss to the extent of actual payment.

The expenses of all such recovery proceedings will be apportioned in the ratio of respective recoveries.

J. Unintentional Errors and Omissions
Any unintentional error or omission in the description of, or failure to describe completely, any premises or operations intended to be covered by this policy, shall not invalidate or affect the coverage for those operations or premises.

However, the insured must report such error or omission to the company as soon as practicable after its discovery.

K. When Loss is Payable
Coverage under this policy will not apply unless and until the insured or the insured's underlying insurer has paid or is legally obligated to pay the full amount of the total Applicable Limits of underlying insurance.

When the amount of loss is determined by an agreed settlement or a final judgment against an insured obtained after an actual trial, we will promptly pay on behalf of the insured the amount of loss covered under the terms of this policy.

L. Audit of Books and Records
We may audit and examine your books and records as they relate to this policy at any time during the period of this policy and for up to three (3) years after the expiration or termination of this policy.

M. Changes
Notice to any agent or knowledge possessed by any agent or any other person will not effect a waiver or a change in any part of this policy. This policy can only be changed by a written endorsement that becomes a part of this policy.

N. First Named Insured
The person or organization first named in Item 1. of the Declarations is responsible for the payment of all premiums.

The first Named Insured will act on behalf of all other insureds for the giving and receiving of notice of cancellation or any other notice required under this policy or by statute or regulation, for the receipt and acceptance of this policy and any endorsements forming a part of this policy, and for the receiving of any return premiums that become payable under this policy.

O. Inspection
We have the right, but are not obligated to inspect the insured's premises and operations at any time. Our inspections are not safety inspections. They relate only to the insurability of the premises and operations and the premium to be charged. We may provide reports on the conditions we find. We may also recommend changes. While these reports may help reduce losses, we do not undertake to perform the duty of any person or organization to provide for the health or safety of workers or the public. We do not warrant that the premises or operations are safe or healthful, or that they comply with laws, regulations, codes or standards.

P. Legal Action Against Us
There will be no right of action against us under this insurance unless:

1. You have complied with all the terms of this policy; and

2. The amount you owe has been determined by settlement with our consent or by actual trial and final judgment.

This insurance does not give anyone the right to add us as a party in an action against you to determine your liability.

Q. Premium
The premium for this policy as stated in Item 5. of the Declarations is a flat premium. It is not subject to adjustment unless an endorsement is attached to this policy.

R. Separation of Insureds
U-SXS-100-A CW (09/11)

Except with respect to the Limits of Insurance, and any rights or duties specifically assigned to the first Named Insured, this insurance applies:

1. As if each named insured were the only named insured; and

2. Separately to each insured against whom claim is made or suit is brought.

S. Transfer of Your Rights and Duties
Your rights and duties under this insurance may not be transferred without our written consent. If you die, then your rights and duties will be transferred to your legal representative, but only while acting within the scope of duties as your legal representative. Until your legal representative is appointed, anyone having temporary custody of your property will have your rights and duties but only with respect to that property.

T. Violation of Economic or Trade Sanctions
If coverage for a claim or suit under this policy is in violation of any economic or trade sanctions of the United States of America then coverage for that claim or suit will be null and void.

SECTION VI. DEFINITIONS
In this policy, words and phrases appearing in bold -face type have the definitions shown below:

A. Authorized person means any person who may receive notice of an occurrence or claim in underlying insurance.

B. Hostile fire means one which becomes uncontrollable or breaks out from where it was intended to be.

C. Loss means those sums actually paid that the insured is legally obligated to pay as damages for the settlement or satisfaction of a claim because of injury or offense after making proper deductions for all recoveries and salvage.

However,

1. Loss also includes defense expenses and supplementary payments if underlying insurance includes defense expenses and supplementary payments in the Limits of Insurance; and

2. Loss does not include defense expenses and supplementary payments if underlying insurance does not include defense expenses and supplementary payments in the Limits of Insurance.

D. Occurrence means covered event as defined in underlying insurance.

E. Other insurance means a policy of insurance providing coverage that this policy also provides. Other insurance includes any type of self-insurance or other mechanisms by which an insured arranges for funding of legal liabilities.

Other insurance does not include underlying insurance or a policy of insurance specifically purchased to be excess of this policy providing coverage that this policy also provides.

F. Pollutants means any solid, liquid, gaseous, or thermal irritant or contaminant including smoke, vapor, soot, fumes, acid, alkalis, chemicals and waste. Waste includes material to be recycled, reconditioned or reclaimed.

G. Underlying insurance means the policy or policies of insurance listed in the Schedule of Underlying Insurance forming a part of this policy. We will only be liable for amounts in excess of the Applicable Limits of insurance shown in the Schedule of Underlying Insurance for any underlying insurance.

U-SXS-100-A CW (09/11)

Amended Other Insurance Condition
ZURICH
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

Policy No. SXS699489402
Effective Date: 05/26/2026
This endorsement modifies insurance provided under the:

Straight Excess Liability Policy
Condition G. Other Insurance of SECTION V. CONDITIONS is replaced with the following:

G. Other Insurance
If other insurance applies to damages that are also covered by this policy, this policy will apply excess of the other insurance. However, this provision will not apply:

1. If the other insurance is written to be excess of this policy; or

2. If you have agreed in a written contract to carry insurance to be primary and not contribute with that of an additional insured, provided that the additional insured:
a. Is a Named Insured under such other insurance; and
b. Has been granted primary and non-contributory status under scheduled underlying insurance.

Other insurance includes any type of self-insurance or other mechanism by which an insured arranges for funding of legal liabilities.

Nothing herein will be construed to make this policy subject to the terms, conditions and limitations of such other insurance.

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

U-SXS-165-A CW (03/21)

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 5/26/2025 Policy No. WC700426001
Insured Vincor Construction, Inc.

Insurance Company Zurich American Insurance Company
Endorsement No.

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

RESOLUTION NO. R-2026-59

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

PLACENTIA, CALIFORNIA, AUTHORIZING A BUDGET
AMENDMENT IN FISCAL YEAR 2026-27 IN COMPLIANCE

WITH THE 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) The City Charter of the City of Placentia § 1206 authorized 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, CALIFORNIA, DOES HEREBY RESOLVE AS FOLLOWS:

1. Recitals. The above recitals are all true and correct and are herein incorporated.

2. The adopted budget for Fiscal Year 2026-27, Resolution No. R-2026-39 is hereby amended to reflect the following expenditure of funds from the Account specified to the Account specified:

FUND

DESCRIPTION

DEPARTMENT
GL ACOUNT #
AMOUNT
Quimby In Lieu
Impact Fee
Infrastructure —
Parks
Capital
(Construction;
302-30000-9100
$321,370.47
County Grant
County
Discretionary Funds
Capital
(Construction)
226-30000-4513
($250,000.00)
County Grant
County
Discretionary Funds
Capital
(Construction)
226-30000-9100
$250,000.00
The Mayor shall sign this Resolution, and the City Clerk shall attest and certify to the passage and adoption thereof.

Resolution No. R-2026-59

725

APPROVED and ADOPTED this 21st day of July 2026.

Chad P. Wanke, Mayor
ATTEST:

Robert S. McKinnell, City Clerk

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-2026-59

726

Agenda Item No: 1.q

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

APPROVE A NINE -MONTH AGREEMENT WITH CIVICPLUS FOR RECREATION MANAGEMENT SOFTWARE (CIVICREC) NOT TO EXCEED THE AMOUNT OF $16,940.58 Financial Impact:

Year 1 contract TOTAL
(includes installation, training, and equipment) $16,940.68 Summary:

The Community Services Department currently utilizes the Active Recreation Registration software to manage program registrations, facility reservations, memberships, online payments, leagues, classes, camps, and customer accounts. Over the years, it has become apparent that the current software is not able to meet the needs of the Community Services Department and continues to increase its fees while decreasing its service levels. As technology and customer expectations continue to evolve, staff evaluated available recreation management software solutions to improve operational efficiency, enhance the customer experience, and provide a secure, modern registration platform. Civic Rec has been selected as the software vendor that will work to ensure programs, services, events, and applications for vendors, facility reservations, and permits are better handled through efficient processes and Al capabilities.

Recommended Action:

It is recommended that the City Council:

1. Approve a nine -month agreement with CivicPlus for the CivicRec Recreation Management Software in an amount not to exceed $16,940.58; and

2. Authorize the City Administrator or her designee to execute the agreement and any related documents necessary to implement the software.

Strategic Plan Statement:

By awarding this contract, the City will move forward on accomplishing Strategic Goal No. 5 - Organizational Excellence by having a registration software that is able to better serve the Placentia community, its visitors, and internal customers with excellent customer service options when looking for programs, services, and events.

Discussion:

To ensure the City selected the solution that best met its operational needs, staff conducted a 727

comprehensive review of available recreation management software providers. Multiple vendors were invited to demonstrate their software platforms, including:
• Kaizen
• Xplor Recreation
• CivicRec (CivicPlus)
No quote provided
$17,000
$ 16,940.68
Each demonstration was evaluated based on functionality, ease of use, implementation process, customer service, reporting capabilities, security, integration opportunities, and overall cost.

Following staff evaluation, CivicRec was identified as the preferred solution. CivicRec provided the most competitive pricing while offering the functionality necessary to support the City's current and future recreation operations. Additionally, CivicRec offers the opportunity for future integration with the City's existing CivicPlus website platform, creating a more seamless customer experience while improving internal efficiencies.

A significant factor in staff's recommendation is that CivicRec is currently the only recreation management software that is GovRAMP Authorized, meeting government cybersecurity and compliance standards specifically designed for public agencies. The attached sole source letter confirms CivicRec is the only recreation management platform currently included on the GovRAMP Authorized Vendor List, making it uniquely qualified to meet the City's security and compliance objectives.

Staff is recommending approval of only a nine -month agreement at this time. The City currently contracts separately with CivicPlus for its municipal website services. That agreement expires in April 2027. At that time, staff intends to return to City Council with an amendment to the City's existing CivicPlus agreement to incorporate the CivicRec Recreation Management Software into a single, consolidated agreement. Combining these services under one contract will streamline contract administration, simplify vendor management, and provide greater integration between the City's website and recreation registration platform.

The proposed agreement includes implementation services, staff training, consulting, financial integration, GIS integration, ADA accessibility tools, and recreation management licensing for the initial term ending March 31, 2027, for a total cost of $16,940.58. Annual recurring services beginning April 1, 2027, are estimated at $15,987.50, subject to future City Council approval through the amended CivicPlus agreement.

Financial Summary:

The total cost of the initial nine -month agreement is $16,940.58, which includes software licensing, implementation, training, consulting services, and related setup costs.Sufficient funding is available within the Community Services Department's Fiscal Year 2026-27 operating budget.

Upon expiration of the initial term on March 31, 2027, staff anticipates returning to City Council to amend the existing CivicPlus website services agreement to include the CivicRec Recreation Management Software under one consolidated contract.

Attachments
Placentia CA Just Rec SOW.pdf
Xplor Recreation - City of Placentia_NextRec_Recreation Management System.pdf 728

PSA Agreement - Civic Plus
729

Cp
CivicPlus
302 South 4th St. Suite 500
Manhattan, KS 66502
US
Client:

City of Placentia, CA
Quote #:

CivicPlus Pricing
Approval Date:

Expires On:

Statement of Work
Q-129569-1
6/30/2026 5:32 PM
Bill To:

PLACENTIA CITY, CALIFORNIA
7/31/2026

SALESPERSON
Phone
EMAIL

DELIVERY METHOD

PAYMENT METHOD
Matthew Basich
[email protected]
Net 30
Discount s)
QTY

PRODUCT NAME

DESCRIPTION
12 Month
Value

1.00 Recreation Management Year
1 Annual Fee Discount
Year 1 Annual Fee Discount
USD -
3,049.40

1.00 Process Automation Year 1
Annual Fee Discount
Year 1 Annual Fee Discount
USD -543.75

1.00 Recreation Management Year
1 Annual Fee Discount
Year 1 Annual Fee Discount
USD -125.50

1.00 Recreation Management Year
1 Annual Fee Discount
Year 1 Annual Fee Discount
USD -125.50

1.00 Web Accessibility Year 1
Annual Fee Discount
Year 1 Annual Fee Discount
USD -251.00
One-time(s)
QTY

PRODUCT NAME

DESCRIPTION
12 Month
Value

1.00 Recreation Management
Premium
Premium Package -Project Coordination -Branded
Public Portal -Help Center Access -Access to Live
Project Support -Named Implementation Consultant
USD 2,913.75

730

QTY

PRODUCT NAME

DESCRIPTION
12 Month
Value

4.00 Recreation Management
Virtual Training (Half Day
Block)
Training (Virtual) - half day, up to 4 hours
USD 2,250.00

1.00 Recreation Management
Virtual Consulting (Half Day
Block)
Consulting (Virtual) - half day, up to 4 hours
USD 562.50

1.00 Recreation Management
Financial Accounting Extract
Standard Financial Extract — Standard financial
extract adjusted to an approved financial format.

USD 2,500.00

1.00 Recreation Management
External Processor
Implementation - Forte
Includes setting CivicPlus Pay configuration,
configuring CivicPlus products for accepting
payments, advanced troubleshooting with our
partner's support.

USD 0.00

1.00 Advanced Fillable Forms
Implementation
Implementation of Advanced Fillable Forms
USD 450.00

1.00 Recreation Management
Virtual Training (2 Hour Block)
Training (Virtual) - up to 2 hours
USD 281.25

1.00 AudioEye Managed
Implementation
AudioEye Managed Implementation
USD 0.00
Recurring Service(s)
QTY

PRODUCT NAME

DESCRIPTION
12 Month
Value

1.00 Recreation Management
Annual Fee
Recreation Management Annual Fee
USD 9,737.50

1.00 Recreation Management
Lighting Integration
Recreation Management can schedule lighting at
ball fields that are controlled by Skylogix or Musco
lighting systems.

USD 750.00

1.00 Recreation Management GIS
Integration
GIS Integration - Integrate with GIS software to
continually provide updated address information into
the new system. ArcGIS from ESRI is only option.

We do not support other GIS options.

USD 750.00

1.00 Al Form Composer Annual
Fee
Al Form Composer enables users to generate and
configure digital forms using AI -assisted prompts
within PADS. The outputs are user -editable and
require review prior to use. Functionality is assistive and does not guarantee accuracy or compliance.

USD 750.00

731

QTY

PRODUCT NAME

DESCRIPTION
12 Month
Value

1.00 Recreation Management
External Processor Annual
Fee - Forte
Pay Maintenance and Support Annual Fee
USD 0.00

1.00 Advanced Fillable Forms
powered by PADS
Advanced Fillable Forms powered by PADS
provides dynamic digital forms with configurable
approval workflows, designed to integrate with
Recreation Management
USD 2,500.00

1.00 Recreation Management
AudioEye Enterprise
AudioEye Enterprise for Recreation Management
USD 1,500.00
List Price Initial Term Total
USD 37,199.19
Total Investment - Initial Term
USD 16,940.58
Annual Recurring Services (Subject to Uplift)
USD 15,987.50
Initial Term
Beginning at signing and ending 3/31/2027,
Renewal Term 4/1 each calendar year
Initial Term Invoice Schedule
100% invoiced on 8/1/2026.

Renewal Procedure
Automatic 1 year renewal term, unless 60
days notice provided prior to renewal date
Annual Uplift
5% to be applied in year 3
This Statement of Work ("SOW") shall be subject to the terms and conditions of the CivicPlus Master Services Agreement and the applicable Solution and Services terms and conditions located at htt3s:// www.civicplus.hel3/hc/en-us/a/legal-stuff (collectively, the "Binding Terms"). By signing this SOW, Client expressly agrees to the terms and conditions of the Binding Terms throughout the term of this SOW.

Please note that this document is a SOW and not an invoice. Upon signing and submitting this SOW, Client will receive the applicable invoice according to the terms of the invoicing schedule outlined herein.

Client may issue purchase orders for its internal, administrative use only, and not to impose any contractual terms. Any terms contained in any such purchase orders issued by the Client are considered null and will not alter the Binding Terms, the Agreement or this SOW.

Total Investment — Initial Term to be prorated based on signature date.

732

Acceptance of Quote # Q-129569-1
The undersigned acknowledges having read, understood, and agreed to be bound by the binding terms and conditions incorporated into this SOW. This SOW shall become effective as of the date of the last signature below ("Effective Date").

For CivicPlus Billing Information, please visit https://www.civicplus.com/verify/ Authorized Client Signature CivicPlus
By (please sign): By (please sign):

Printed Name: Printed Name:

Title: Title:

Date: Date:

Organization Legal Name:

Billing Contact:

Title:

Billing Phone Number:

Billing Email:

Billing Address:

Mailing Address: (If different from above)
PO Number: (Info needed on Invoice (PO or Job#) if
required)

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CITY OF PLECENTIA
Recreation Management
System
NextRec Proposal
PerfectMind Inc dba NextRec
2025 Willingdon Avenue
Suite 949
Burnaby
British Columbia
V5C 013

xplor
nextRec

RECREATION MANAGEMENT SYSTEM
1 TABLE OF CONTENTS
Pillar 1: Proactive Innovation and Ongoing Partnership 3 Pillar 2: Operational Efficiency and Ease of Use 3
Pillar 3: Demonstrated Cost Reductions and Resident Impact 4 Pillar 4: Budget Stability and Cost Predictability 4
Summary of Value 4
Cost Proposal 10
Standard Pricing Terms 13
Confidentiality 15
Service Check List 16
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RECREATION MANAGEMENT SYSTEM
Xplor Recreation serves as more than a software solution; it is positioned as a strategic partner for modernization, operational efficiency, and cost management. The platform facilitates tangible enhancements in staffing, service delivery, user experience, and budgeting, while reducing reliance on manual processes and external vendors.

Our approach is structured around four pillars:

PILLAR 1: PROACTIVE INNOVATION AND ONGOING PARTNERSHIP
Dedicated Account Management: Each client is assigned a proactive account manager who meets regularly with your team to identify optimization opportunities —whether that's reducing administrative burden, improving the resident experience, or enhancing revenue capture.

Quarterly Innovation Reviews: These structured sessions give your team visibility into upcoming features, best practices from other municipalities, and opportunitiesto streamline operations —without the need to purchase add-on modules or licenses.

No -Cost Product Enhancements: All new features, security updates, and enhancements are delivered at no additional cost. Clients benefit from ongoing innovation without being forced into version upgrades or surprise license fees.

Train -the -Trainer Empowerment: Our implementation model includes hands-on training and internal capacity -building— empowering your team to be self-sufficient and confident post - launch.

Continuous Innovation and Future -Proof Architecture: Xplor is committed to continuous innovation to improve operational efficiency and reduce long-term costs. Our cloud -based platform evolves through frequent, non -disruptive updates —delivering new features, usability enhancements, and security improvements without additional costs. Built for scalability and flexibility, Xplor Recreation reduces administrative overhead through workflow automation, intuitive configuration tools, and real-time reporting.

Open API and Extensibility: Xplor Recreation's robust Open API empowers agencies to extend the platform, enabling seamless integration with third -party tools, existing enterprise systems, and custom workflows. It also supports connections to advanced analytics and reporting tools, allowing for deeper insights without added licensing fees or vendor lock -in.

This open architecture ensures that the system grows with your needs, supporting innovation while maintaining cost control and future -proofing your technology investment.

PILLAR 2: OPERATIONAL EFFICIENCY AND EASE OF USE
Self -Service Tools that Reduce Manual Work: We invest heavily in intuitive, user-friendly features that allow residents to independently register for programs, renew memberships, sign waivers, and book facilities. This dramatically reduces staff time spent walking residents through the process or fielding complaints about confusing systems. Agencies regularly report fewer calls to the front desk and less frustration from both patrons and staff.

Mobile and Kiosk Access: With our native mobile app and integrated kiosk capabilities, users can access services on their own terms —checking in, making payments, and accessing bookings without staff intervention. This supports accessibility and convenience, especially for younger and more tech -savvy populations.

Workflow Automation: Agencies use Xplor Recreation to automate confirmations, waitlist alerts, fee notifications, and program reminders —saving time while reducing the chance of human error.
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RECREATION MANAGEMENT SYSTEM
Modern, Intuitive Interface: The platform is easy to use for both staff and residents. Agencies often report faster onboarding for seasonal or part-time staff, and fewer resident issues thanks to the platform's straightforward navigation and streamlined checkout flow.

Embedded Analytics and Reporting: Our reporting tools provide insights on community engagement, usage trends, and operational bottlenecks —empowering agencies to make informed decisions that further reduce inefficiencies.

Third -Party System and Utility Integrations: API -based integrations with ERP, signage, Musco lighting, League Management, and SkyLogix access control systems allow agencies to connect siloed tools, automate schedules, and reduce duplicate entry and utility costs.

PILLAR 3: DEMONSTRATED COST REDUCTIONS AND RESIDENT IMPACT Reduced Complaint Volume and Front -Desk Bottlenecks: With high self-service adoption, agencies experience significant drops in complaints about confusing registration processes or longwait times. This leads to fewer resident escalations and a smoother experience during peak registration periods.

Lowered Staffing Requirements: Agencies like Menlo Park, CA, significantly reduced their front-line staffing and eliminated the need to print and distribute program guides —thanks to over 90% of registrations now happening online.

Digital Communications: Built-in email and SMS tools reduce reliance on printed notices and postage while improving engagement, especially with hard -to -reach populations.

Faster Revenue Recovery: Cities like Pearland, TX, accelerated their post -pandemic revenue recovery with self- service registration and payment tools that made it easier for residents to re-engage with services.

PILLAR 4: BUDGET STABILITY AND COST PREDICTABILITY
Simple, Non -Modular Pricing: No hidden fees. No annual escalators. Your agency pays a fixed annual fee that doesn't increase with usage or registration volume —ensuring budget certainty year over year.

Fixed -Fee Implementation: Our implementation is milestone -based, not hourly. Even if more time is needed on our side to complete setup or training, your cost remains unchanged — eliminating scope creep.

SUMMARY OF VALUE
Our commitment to continuous improvement is matched by a platform that reduces manual effort, improves community satisfaction, and enables your team to operate more efficiently. By minimizing resident complaints, shortening front -desk queues, and simplifying the registration experience, Xplor Recreation ensures that staff can focus on delivering exceptional service —not troubleshooting technology.

ACTIVITIES AND EVENT MANAGEMENT
Efficiently managing traditional courses, drop -in classes, and childcare services, our all -in -one platform is designed for both staff and customers. With a flexible, scalable architecture, the platform streamlines the registration process while meeting complex operational needs. 737

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RECREATION MANAGEMENT SYSTEM
KEY BENEFITS:
+ Roster Management
+ Automated Waitlists
+ Pre-requisite/Co-requisite Management
+ Custom Registration Questions
Fee Restrictions based on age, residency
and membership
Intelligent conflict manager
Customizable payment plans
Multi -Activity Registration
Curated Communication
Track Skill Assessments
Discounts for Multiple Registrations,
Promotional Codes, and Early Bird Pricing
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Track skills and levels in the digital roster
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Customizable questionnaire

FACILITY MANAGEMENT
Manage bookings, schedules, and rentals for indoor and outdoor facilities, parks, fields, campgrounds, meeting spaces, party venues, and access more features with our powerful facility management software.

By using our facility management system, you can automate time-consuming tasks and focus on what truly matters: your community.
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RECREATION MANAGEMENT SYSTEM
Xplor Recreation makes booking a facility hassle -free both online and on -site, for both entire facilities or a partial portion. The module is optimized for use on all devices and enables users to manage and track their reservations.

KEY BENEFITS:

Online reservation
+ Advanced availability search
+ Interactive facility maps
+ Multiple rates and fees
+ Extra fees and add-ons
Customizable payment plans
Digital document management
+ Integrated lighting options
+ Integrated access management
+ Integrated digital display option

CONTACT RELATIONSHIP MANAGEMENT
Xplor Recreation makes managing your leads, clients, and members simple and efficient using our easy - to -use contact relationship management platform.

KEY BENEFITS
1 Streamline and
communications
administrative tasks
automate
to reduce
Track customer information and
preferences for curated engagement and
personalized offers
+ Manage duplicate accounts
Subsidy allocation approval
Group and family accounts
Role -based page layouts

MEMBER MANAGEMENT
Xplor Recreation's Member Management suite empowers organizations to efficiently handle every aspect of their membership base. Staff can create rich member profiles, manage a variety of flexible membership types, and centralize all membership data and documents. The platform streamlines scheduling, document handling, and communications, giving staff and members a seamless, modern experience.

KEY BENEFITS
Customisable member profiles with
notes and photos for easy administration.

Effortless management of group, family,
and individual memberships.
-I Centralised database for schedules,
financials, and documents.
-I Master calendar for staff and volunteer
scheduling, accessible from any device.

Secure cloud -based document
management, including digital
signatures.

Flexible membership portal supporting
unlimited, time -limited, class -based, and
date -range memberships.

POINT OF SALE & PAYMENT
Xplor Recreation's Point of Sale and Payment solution streamlines every aspect of financial transactions for recreation management. It integrates secure payment processing for one-time fees, subscriptions, and invoicing, while supporting seamless online payments and automated billing —all with PCI Level 1 739

xplor
nextRec

RECREATION MANAGEMENT SYSTEM
Integrated payment processing for fees,
subscriptions, and invoicing
Inventory management
Customisable POS layouts
compliance. The POS module is designed for speed and flexibility, allowing staff to manage sales, inventory, equipment, and registrations from any device, with layouts tailored to each user or facility.

Customers benefit from a fast, convenient checkout experience, with multiple payment options and the ability to complete several transactions in a single payment. The system supports both wired and wireless payments, and enables organizations to sell products, events, memberships, and more —anytime, anywhere.

KEY BENEFITS
PCI Level 1 compliance Multiple payment methods including account credit, gift cards and rewards
24/7 online sales
* Fast, flexible checkout with bundling,
discounts, and payment plans

STAFF MANAGEMENT
View all staff schedules in one master calendar. Use our membership software to empower staff to take control of their schedules by letting them set their availability from any smart device.

KEY BENEFITS
+ Staff timeclock
+ Payroll management
+ Availability and scheduling
Volunteer management
+ Role -based permissions
+ Secure staff member database

REPORTING & ANALYTICS
Create, customize, run, and export reports in real time, and know how your services are making an impact in the community. Use Xplor Recreation's active reporting to find data on any object or table in your database including financial reporting, facility usage, daily operations, and more. The platform can help with KPI actualization and uses predictive analytics to drive additional insights for your agency.

KEY BENEFITS
+ Real-time reporting
+ Unlimited access to data across all
database objects and tables
Export to Microsoft Power BI and Tableau
for advanced analytics
+ Supports KPI tracking and actualisation
+ Over 130 configurable standard reports + Predictive analytics for deeper strategic built-in insights

FINANCIALS AND ACCOUNTING
Xplor Recreation's financial and accounting features streamline your agency's revenue tracking and reconciliation with a robust general ledger system, flexible integration options, and easy -to -access daily cash reports.

KEY BENEFITS
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RECREATION MANAGEMENT SYSTEM
Automated and manual general ledger
exports simplify integration with third -
party accounting systems
Supports both accrual and cash -based
revenue recognition
Tracks all transactions for classes,
programs, and facility rentals
Flexible export scheduling (daily, weekly,
bi-weekly, etc.) via secure FTP
Instant access to daily cash reports for
quick reconciliation
WORKFLOW + AUTOMATION ENGINE
Simplify your operations with automated workflows, designed to send automated emails or updates based on set criteria.

KEY BENEFITS
+ Waitlist Automations
+ Overdue Payment Automations
+ Class Reminders
Payment Reminders
Low Usage Automations
Personalized Automations

COMMUNICATION AND MARKETING TOOLS
Xplor Recreation makes it easy to keep your community informed and engaged with powerful communication tools. Instantly reach targeted groups —customers, staff, residents, or non -residents — using mass voice broadcasts, text messages, or customizable HTML emails for important updates, alerts, and promotions.

KEY BENEFITS
Automated scheduling for timely email
delivery
Merge fields for personalized
communications
Track email opens and reads for
actionable insights
Efficient suppression list management to
avoid unwanted messages
Flexible, pay-as-you-go SMS and voice
messaging options
Complete control over your messaging
budget and strategy
Fast, hassle -free social media login for
members and clients.

One -tap sharing of activities to social
media, amplifying the Client's online
presence.

Let clients and members promote their
participation, expanding your social
reach.

Create, export, and print program
catalogues and brochures in seconds —
right from the platform.

Brochure exports are pre -tagged for
seamless use with Adobe InDesign and
other design tools.

Easily download program info in CSV or
XMLformats.

SELF -SERVE KIOSK SOLUTION (OPTIONAL)
Interactive touchscreen kiosks enhance the overall customer experience by providing self -serve options, letting your customers choose how to engage with you, while allowing your team time to manage more complex queries and connect with your community.

KEY BENEFITS
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RECREATION MANAGEMENT SYSTEM
+ Reduced front desk wait times
+ Customers can manage their own class
registrations
+ Conduct surveys
+ Print Receipts
+ Streamlined check -in for pre -booked and
single booking courses.

POS admissions, including drop -in
purchases and buying memberships.

Easy access via membership card
scanning or logging in with email and
password

CONFIGURABLE PLATFORM & OPEN API
Not only can you configure the Xplor Recreation platform to how you want your staff to view and interact with it, but you can also utilize the Xplor Recreation API to extend the platform into any third -party applications that you use. The Product Managers will estimate the amount of time and additional cost needed to integrate the two products.

KEY BENEFITS
Choice of approaches to third -party
integration: export/import or API
integration
Customizable schedule and scope of
integration
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COST PROPOSAL
This proposal outlines the Xplor Recreation software solution and its implementation. Subscription pricing is based on the City's estimated annual revenue reported.

In addition, Xplor Recreation does not charge any additional transaction or service fees outside of Credit Card Processing from the payment processor.

ANNUAL SUBSCRIPTION FEES
Xplor Recreation
• Mobile Friendly/Responsive Design
• Unlimited Users
• Unlimited 24/7/365 North American -based Technical Support • Unlimited Phone, Email, and MS Teams Chat
• Access to Xplor Help Community
• Dedicated Customer Success Manager
• Software Maintenance Including Service Patches and enhancements • 4 Hours Refresher Training Annually included for the first term • Open API Platform
$9,000

TOTAL SUBSCRIPTION -
$9,000

ONE-OFF FEES
Implementation and Professional Services
$8,000
• Dedicated Implementation Consultant
• 36 hours of Training and Configuration
• Project Scope analysis and risk mitigation planning
• Power -User Training with Implementation Consultant
• Access to sandbox and training databases in addition to production • Weekly project meetings with Implementation Consultant • Access to Learning Management Software (LMS)

TOTAL ONE-OFF FEES
$8,000

SUMMARY
Annual Subscription
$9,000
Implementation and Professional Services
$8,000
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OPTIONAL ADD-ONS
NextRec's core platform provides a complete solution for program/activity registration, facility booking/reservations, memberships, reporting and more. The pricing above reflects full access to the core system and NextRec's standard functionality.

Services below are not required to operate the core platform and may be added at any time, allowing agencies flexibility, phased adoption, and budget alignment while scaling at their own pace.

Native White Label Mobile App
• White labeled, customer dedicated Mobile App
• Activity registration and management
• Membership sales
• In -app notifications for waitlist registrations
• Smart Search with natural speech
• Digital membership cards
• Family management (parents and children) all in one log -in • Utilization of native device accessibility features
$6,000/year
Standalone Kiosk
Customer Check -in
Drop -in Registration
Membership Sales
Hardware Sold Separately*
$1,500/year
Unlimited SMS
• Unlimited SMS Directly from platform
$2,000/year
One-time Professional Service Fees
• Custom GL Export to ERP
$5,000
• Partial Data Migration (Standard Customer Data)
$5,000
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PAYMENT PROCESSING SAVINGS
Xplor Recreation is the only partner that has its own payment processor, Xplor Pay.

This allows our customers to leverage savings that they would not ordinarily get with other payment processing solutions. Xplor Pay allows you to have simple, secure payment processing that allows for the following benefits:
+ Securely take payments from anywhere
+ No hidden fees and transparent pricing
+ Fast payment processing with next day funding
+ Acceptance of all card types, all ways
+ Swipe cards, chip, contactless and mobile
wallets
Processing fee can be absorbed or passed to the
customer
.color

PAYMENTS
Current Projections
Credit Card Processing Fee*

3.5%
Fee is based on market standard however can be adjusted by providing current merchant statements to be analysed. Xplor Recreation partners typically see a reduction and savings after the analysis. 745

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STANDARD PRICING TERMS
Unlike "transaction -based" pricing models, which come at a significantly higher cost with every transaction, Xplor's tiered pricing is simple and affordable. Our "usage -based" pricing is built based on the usage of the system by your organization. Usage is calculated by using your initial estimated annual revenue; this way we ensure to provide you with the most competitive and fair pricing model.

Xplor's provided pricing is based on the revenue figures provided by the organization. Xplor reserves the right to modify the subscription pricing should the revenue be discovered to be higher than the reported amount.

STANDARD ANNUAL FEE
Your annual fee will remain the same for the duration of your contract, even in the event your revenue increases. NextRec's standard subscription includes feature updates to the core platform and 24/7/365 support for no additional cost. The subscription includes but not limited to:

Xplor's Open API - Email Marketing - Ticketing
- Client Management - Workflow Creation - Conditional Fees - Activity Calendar - Digital Signature - Permitting
Activity Registration - Document - Website Integration
- Membership Management - Live, Beta, and
Management - Al Powered Search Sandbox Databases
Facility Calendar - Ad -hoc Reporting - Instructor
- Equipment Rental - Real-time Management
- Point of Sale Processing - Event Roll-over
NextRec's provided pricing is based on the revenue figures provided by the organization. Xplor reserves the right to modify the subscription pricing should the revenue be discovered to be higher than the reported amount for the provided year— however uncommon.

ONGOING MAINTENANCE AND SUPPORT FEES
Xplor's standard subscription includes feature updates to the core platform and 24/7/365 support for no additional cost.

USERS
Xplor is a profile/permission-based software as a service (SaaS) solution that can accommodate thousands of users (e.g. full-time, part-time employees) all logged in simultaneously. Your licensing will include an unlimited number of users allowing all your staff, instructors, coaches, and volunteers to fully utilize the system with no additional cost.

GROUP DISCOUNT PROGRAM
Xplor offers a Group Discount Program in the event other organizations are interested in obtaining and utilizing our software. A group discount will be processed if we receive the referral, along with a letter of intent from interested parties within 60 days of signing the contract with City of Plecentia. We are keen to support your community and others with this offer.
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PAYMENT SCHEDULE
Implementation fees are billed on project milestones and deliverables. Once milestones are successfully reached and signed -off, payments are due as agreed upon in the payment schedule. Payment schedules are developed during contract negotiations.

Software Fees are billed annually in advance.

ONGOING HOURLY RATE FOR ADDITIONAL SERVICES
The hourly rates applicable to any additional services requested beyond the scope of the core agreement are listed below.

Professional Services/Training/Data Export & Import - Hourly Rate Development & Integrations - Hourly Rate
Expense Per Diem for Onsite Attendance of Xplor Staff
$250.00
$350.00
$700.00
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CONFIDENTIALITY
This document is strictly confidential, is for the attention of the intended recipient(s) only and contains proprietary information including trade secrets. In consideration of us preparing and providing this document to you, you agree that your use of it and/or any of its contents (including by continuing with our discussions) constitutes your agreement that you will keep it and its contents confidential and, save as required by law, will not reproduce or disclose any of it to any other person under any circumstances without prior written permission of an Xplor group company director. 748

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RECREATION MANAGEMENT SYSTEM

SERVICE CHECK LIST
To help finalize a pricing and implementation plan, please indicate which services and add-ons you would like included. This checklist allows your team to select only the enhancements that align with your operational needs, timeline, and budget.

Please check off the services you wish to continue with and return to your representative.

Service/Add-on
Check Box
Core Xplor Recreation Platform
(Mobile friendly platform, program registration, facility bookings, memberships, POS, email marketing, reporting, 24/7/365 support, and more)
❑
Unlimited SMS
❑
Custom -Branded Mobile App
Extends the platform with a fully branded iOS and Android mobile experience for residents, including registrations, memberships, check -ins, notifications, and payments. ❑
Self -Serve Kiosk
Enables on -site, self-service check -ins and registrations, reducing front -desk congestion and improving in -facility customer experience.
❑
Data Migration
Secure migration of customer historical data from existing systems into Xplor Recreation to support continuity and reduce manual setup during implementation. ❑
General Ledger (GL) Export Configuration
Supports structured financial exports to financial ERP system based on department determined structure.
❑
Intent to Proceed Statement
The undersigned acknowledges receipt and review of the pricing proposal provided by Xplor Recreation.

By signing below, the Agency indicates its intent to proceed toward contract finalization and implementation, subject to internal approvals, budget authorization, and execution of a mutually agreeable agreement.

This statement is non -binding and does not constitute a contract or financial obligation. Its purpose is to confirm the Agency's intent to move forward in good faith and to authorize Xplor Recreation to allocate internal resources toward implementation planning and next steps.

Agency Name:

Authorized Representative:

Title:

Signature:

Date:
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CITY OF PLACENTIA

PROFESSIONAL SERVICES AGREEMENT
WITH

CIVIC PLUS
THIS AGREEMENT is made and entered into this 1 day of August 2026 ("Effective Date"), by and between the CITY OF PLACENTIA, a municipal corporation ("City"), and CIVIC PLUS, a California ("Consultant").

WITNESSETH:

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

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

1.0. SERVICES PROVIDED BY CONSULTANT

1.1. Scope of Services. Consultant shall provide the professional services described in 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.

Performance to Satisfaction of City. Intentionally omitted.

1.3. Warranty. Consultant warrants that it shall perform the services required by this Agreement in compliance with all applicable Federal and California employment laws, including, 750

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.

1.4. 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.

1.5. 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.

1.6. 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. Such consent shall not be unreasonably withheld. Notwithstanding the foregoing, Consultant may assign this Agreement upon a merger or sale of a majority of its assets. 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.

1.7. Confidentiality. Employees of Consultant in the course of their duties may have 2 [CivicPlus]
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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 Sixteen thousand, nine hundred forty dollars and fifty eight cents. ($16,940.58)), 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 shall submit invoices to the City for approval as outlinined in the fee schedule set forth in Exhibit "A". City shall pay Consultant's invoice within forty-five (45) days from the date City receives said invoice. 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.

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performance resulting from acts beyond the reasonable control of the party or parties. Such acts shall include, but not be limited to, acts of God, fire, strikes, material shortages, compliance with laws or regulations, riots, acts of war, or any other conditions beyond the reasonable control of a party. If a delay beyond the control of the 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 8 months, ending on March 31, 2027, unless previously terminated as provided herein or as otherwise agreed to in writing by the parties.

4.2. Notice of Termination. The City reserves and has the right and privilege of canceling, suspending, or abandoning the execution of all or any part of the work contemplated by this Agreement, with or without cause, at any time, by providing at least thirty (30) 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 either Party defaults in the performance of any of the terms or conditions of this Agreement, it shall have thirty (30) 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 defaulting Party fails to cure its default within such period of time, the other Party 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. Intentionally omitted..
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4.4. Documents. At any time during the term of the applicable Agreement, City will have the ability to download the City Content and export the data that is processed through the Services ("City Data"). City may request Consultant to perform the export of City Data and provide the City Data to City in a commonly used format, at any time, for a fee to be quoted at time of request and approved by City. Upon termination of the applicable Agreement for any reason, whether or not City has retrieved or requested the City Data, Consultant reserves the right to permanently and definitively delete the City Content and City Data held in the Services thirty (30) days following termination of the applicable Agreement. During the thirty (30) day period following termination of the Agreement, regardless of the reason for its termination, City will not have access to the Services.

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 5 [CivicPlus]
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parties in interest at the time of such modification. The terms of this Agreement shall prevail over any inconsistent provision in any other contract document appurtenant hereto, including exhibits to this Agreement.

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

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:

Civic Plus
302 South 4th St. Suite 500
Manhattan, KS 66502
Tel: (888) 228-2233
Attn: Amy Vikander
IF TO CITY:

City of Placentia
401 E. Chapman Ave.

Placentia, CA 92870
Tel: (714) 993 — 8232
Attn: Lydie Gutfeld

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 6 [CivicPlus]
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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. Such consent shall not be unreasonably withheld. Notwithstanding the foregoing, Consultant may assign this Agreement upon a merger or sale of a majority of its assets.

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 third party 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 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 7 [CivicPlus]
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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.

Upon full and complete payment of amounts owed for the development and implementation of the City's Services ("Project Development"), City will own any website graphic designs, Services content, module content, importable/exportable data, and archived information ("City Content") created by Consultant on behalf of City pursuant to this Agreement. "City Content" also includes, without limitation, any elements of text, graphics, images, photos, audio, video, designs, artworks, logos, trademarks, services marks, and other materials or content which City provides to Consultant for processing, transmission, storage, or inputs into any website, software or module in connection with any Services. City Content excludes any content in the public domain and any content owned or licensed by Consultant, whether in connection with providing Services or otherwise.

Upon completion of the Project Development, City will take over the management and control of the Services and City will assume full responsibility for City Content maintenance and administration. City, not Consultant, shall have sole responsibility for the accuracy, quality, integrity, legality, reliability, appropriateness, and intellectual property ownership or right to use of all City Content. City hereby grants Consultant a worldwide, non-exclusive right and license to reproduce, distribute and display the City Content as necessary to provide the Services. City represents and warrants that City owns all City Content or that City has permission from the rightful owner to use each of the elements of City Content and that City has all rights necessary for Consultant to use the City Content in connection with providing the Services. City agrees that Consultant shall not be responsible or liable for the content of messages created by City or by City's Users or end -users who access Service. Notwithstanding the foregoing, Consultant retains the right, but not the obligation, to remove any City Content that is libelous, 8 [CivicPlus]
Rev. 01/2024 757

harassing, abusive, fraudulent, defamatory, excessively profane, obscene, abusive, hate related, violent, harmful to minors, that advocates racial or ethnic intolerance, intended to advocate or advance computer hacking or cracking, or other material, products or services that violate or encourage conduct that would violate any laws or third -party rights.

At any time during the term of the applicable SOW, City will have the ability to download the City Content and export the data that is processed through the Services ("City Data"). City may request Consultant to perform the export of City Data and provide the City Data to City in a commonly used format, at any time, for a fee to be quoted at time of request and approved by City. Upon termination of the applicable SOW for any reason, whether or not City has retrieved or requested the City Data, Consultant reserves the right to permanently and definitively delete the City Content and City Data held in the Services thirty (30) days following termination of the applicable SOW. During the thirty (30) day period following termination of the SOW, regardless of the reason for its termination, City will not have access to the Services.

I ntellectual
Consultant,
performing
Consultant
Property in the software or other original works created by or licensed to including all software source code, documents, and materials used in the Services ("Consultant Property") will remain the property of Consultant.

Property specifically excludes City Content. City shall not:
•
license, sublicense, sell, resell, reproduce, transfer, assign, distribute or otherwise commercially exploit or make available to any third party any Consultant Property in any way, except as specifically provided in the applicable SOW;
• adapt, alter, modify, or make derivative works based upon any Consultant Property;
•
create internet "links" to the Consultant Property software or "frame" or "mirror" any Consultant Property administrative access on any other server or wireless or internet-based device that may allow third - party entities, other than City, to use the Services;
• reverse engineer, decompile, disassemble, or otherwise attempt to obtain the software source code to all or any portion of the Services; • make any attempt to gain unauthorized access to the Services and/or any of Consultant' systems or networks; or
•
access any Consultant Property in order to:
build a competitive product or service,
build a product using similar ideas, features, functions or graphics of any Consultant Property, or
copy any ideas, features, functions or graphics of any
Consultant Property.

The Consultant name, the Consultant logo, and the product and module names associated with any Consultant Property are trademarks of Consultant, and no right or 9 [CivicPlus]
Rev. 01/2024
758

license is granted to use them outside of the licenses set forth in this Agreement.

Provided City complies with the terms and conditions herein, the relevant SOW, and license restrictions set forth above, Consultant hereby grants City a limited, nontransferable, nonexclusive, non -assignable license to access and use the Consultant Property associated with any valid and effective SOW, for the term of the respective SOW. The license set forth herein, shall only apply to the extent that City is using the Services for legitimate business use as intended by the purpose of the Services and not for the purpose of comparing the Services to a competitor or similar product of Consultant. City hereby warrants and affirms its purpose in accessing or otherwise using the Services is for their intended purpose only and understands and agrees that any other use shall be considered fraud.

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 10 [CivicPlus]
Rev. 01/2024 759

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 11 [CivicPlus]
Rev. 01/2024 760

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
12 [CivicPlus]
Rev. 01/2024 761

ATTEST:

City Clerk and ex -officio Clerk
of the City of Placentia
CONSULTANT:
4?,-,e(A)
Signa,Yur)
Amy Vikander, Senior VP of Customer Success
48-1202104
Social Security or Taxpayer ID Number
APPROVED AS TO FORM:

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

Cyndi Alvarenga, Risk Management
APPROVED AS TO CONTENT:

Lydie Gutfeld, Project Manager
DEPARTMENTAL APPROVAL:

Lydie Gutfeld, Director of Community Services
Date: 7/16/2026
Date:

Date:

Date:

Date:
13 [CivicPlus]I
Rev. 01/2024 762

EXHIBIT A

CONSULTANT'S PROPOSAL AND SCOPE OF WORK
14 [CivicPlus'
Rev. 01/2024 763

Cp
CivicPlus
302 South 4th St. Suite 500
Manhattan, KS 66502
US
Client:

City of Placentia, CA
Quote #:

CivicPlus Pricing
Approval Date:

Expires On:

Statement of Work
Q-129569-1
6/30/2026 5:32 PM
Bill To:

PLACENTIA CITY, CALIFORNIA
7/31/2026

SALESPERSON
Phone
EMAIL

DELIVERY METHOD

PAYMENT METHOD
Matthew Basich
[email protected]
Net 30
Discount s)
QTY

PRODUCT NAME

DESCRIPTION
12 Month
Value

1.00 Recreation Management Year
1 Annual Fee Discount
Year 1 Annual Fee Discount
USD -
3,049.40

1.00 Process Automation Year 1
Annual Fee Discount
Year 1 Annual Fee Discount
USD -543.75

1.00 Recreation Management Year
1 Annual Fee Discount
Year 1 Annual Fee Discount
USD -125.50

1.00 Recreation Management Year
1 Annual Fee Discount
Year 1 Annual Fee Discount
USD -125.50

1.00 Web Accessibility Year 1
Annual Fee Discount
Year 1 Annual Fee Discount
USD -251.00
One-time(s)
QTY

PRODUCT NAME

DESCRIPTION
12 Month
Value

1.00 Recreation Management
Premium
Premium Package -Project Coordination -Branded
Public Portal -Help Center Access -Access to Live
Project Support -Named Implementation Consultant
USD 2,913.75

764

QTY

PRODUCT NAME

DESCRIPTION
12 Month
Value

4.00 Recreation Management
Virtual Training (Half Day
Block)
Training (Virtual) - half day, up to 4 hours
USD 2,250.00

1.00 Recreation Management
Virtual Consulting (Half Day
Block)
Consulting (Virtual) - half day, up to 4 hours
USD 562.50

1.00 Recreation Management
Financial Accounting Extract
Standard Financial Extract — Standard financial
extract adjusted to an approved financial format.

USD 2,500.00

1.00 Recreation Management
External Processor
Implementation - Forte
Includes setting CivicPlus Pay configuration,
configuring CivicPlus products for accepting
payments, advanced troubleshooting with our
partner's support.

USD 0.00

1.00 Advanced Fillable Forms
Implementation
Implementation of Advanced Fillable Forms
USD 450.00

1.00 Recreation Management
Virtual Training (2 Hour Block)
Training (Virtual) - up to 2 hours
USD 281.25

1.00 AudioEye Managed
Implementation
AudioEye Managed Implementation
USD 0.00
Recurring Service(s)
QTY

PRODUCT NAME

DESCRIPTION
12 Month
Value

1.00 Recreation Management
Annual Fee
Recreation Management Annual Fee
USD 9,737.50

1.00 Recreation Management
Lighting Integration
Recreation Management can schedule lighting at
ball fields that are controlled by Skylogix or Musco
lighting systems.

USD 750.00

1.00 Recreation Management GIS
Integration
GIS Integration - Integrate with GIS software to
continually provide updated address information into
the new system. ArcGIS from ESRI is only option.

We do not support other GIS options.

USD 750.00

1.00 Al Form Composer Annual
Fee
Al Form Composer enables users to generate and
configure digital forms using AI -assisted prompts
within PADS. The outputs are user -editable and
require review prior to use. Functionality is assistive and does not guarantee accuracy or compliance.

USD 750.00

765

QTY

PRODUCT NAME

DESCRIPTION
12 Month
Value

1.00 Recreation Management
External Processor Annual
Fee - Forte
Pay Maintenance and Support Annual Fee
USD 0.00

1.00 Advanced Fillable Forms
powered by PADS
Advanced Fillable Forms powered by PADS
provides dynamic digital forms with configurable
approval workflows, designed to integrate with
Recreation Management
USD 2,500.00

1.00 Recreation Management
AudioEye Enterprise
AudioEye Enterprise for Recreation Management
USD 1,500.00
List Price Initial Term Total
USD 37,199.19
Total Investment - Initial Term
USD 16,940.58
Annual Recurring Services (Subject to Uplift)
USD 15,987.50
Initial Term
Beginning at signing and ending 3/31/2027,
Renewal Term 4/1 each calendar year
Initial Term Invoice Schedule
100% invoiced on 8/1/2026.

Renewal Procedure
Automatic 1 year renewal term, unless 60
days notice provided prior to renewal date
Annual Uplift
5% to be applied in year 3
This Statement of Work ("SOW") shall be subject to the terms and conditions of the CivicPlus Master Services Agreement and the applicable Solution and Services terms and conditions located at htt3s:// www.civicplus.hel3/hc/en-us/a/legal-stuff (collectively, the "Binding Terms"). By signing this SOW, Client expressly agrees to the terms and conditions of the Binding Terms throughout the term of this SOW.

Please note that this document is a SOW and not an invoice. Upon signing and submitting this SOW, Client will receive the applicable invoice according to the terms of the invoicing schedule outlined herein.

Client may issue purchase orders for its internal, administrative use only, and not to impose any contractual terms. Any terms contained in any such purchase orders issued by the Client are considered null and will not alter the Binding Terms, the Agreement or this SOW.

Total Investment — Initial Term to be prorated based on signature date.

766

Acceptance of Quote # Q-129569-1
The undersigned acknowledges having read, understood, and agreed to be bound by the binding terms and conditions incorporated into this SOW. This SOW shall become effective as of the date of the last signature below ("Effective Date").

For CivicPlus Billing Information, please visit https://www.civicplus.com/verify/ Authorized Client Signature
**SEE AGREEMENT SIGNATURE PAGE**
By (please sign):

CivicPlus
By (please sign):

Amy Vikander
Printed Name: Printed Name:

Senior VP of Customer Success
Title: Title:
7/16/2026
Date: Date:

Organization Legal Name:

Billing Contact:

Title:

Billing Phone Number:

Billing Email:

Billing Address:

Mailing Address: (If different from above)
PO Number: (Info needed on Invoice (PO or Job#) if
required)

767

Cp Addendum to the Agreements by and between CivicPlus, LLC and Placentia, CA Master Service Agreement and Statement of Work
Addendum
THIS Master Services Agreement and Statement of Work Addendum ("Addendum") hereby sets forth the (i) additional terms and conditions applicable to the Master Services Agreement, found at: https://www.civicplus.help/hc/en-us/p/fecal-stuff , and/or Statement of Work ("Agreements") and/or (ii) amendments to specific provisions of the terms and conditions which exist in the Agreements (collectively, the "Special Terms"), as described below, as agreed upon by CivicPlus and Placentia, CA. The Special Terms shall be deemed to amend, modify, supplement, replace and/or supersede (as applicable) any inconsistent provisions of the Agreements, to the extent of the inconsistency.

ALL TERMS AND CONDITIONS OF THE AGREEMENTS NOT EXPRESSLEY MODIFIED HEREIN SHALL REMAIN IN FULL FORCE AND EFFECT.

Capitalized terms used and not defined herein shall have the meanings assigned to them in the Agreements (to which this Addendum is attached and incorporated).

1. ADDITIONAL SECTIONS

49. Governing Law and Venue
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 sole and exclusive venue shall be a court of competent jurisdiction located in Orange County, California. CivicPlus agrees to submit to the personal jurisdiction of such court.

50. Insurance
CivicPlus shall procure and maintain, at its sole cost and expense, during the entire term of this Agreement, the following insurance coverages:
a. Commercial General Liability: with limits of not less than $1,000,000 per occurrence and $2,000,000 general aggregate for bodily injury, personal injury, and property damage. The City, its officers, officials, agents, employees, and volunteers shall be named as additional insureds. b. Automobile Liability: with a combined single limit of not less than $1,000,000 per accident for bodily injury and property damage, covering owned, hired, and non -owned vehicles. c. Workers' Compensation: as required by the State of California, with Employers' Liability limits of not less than $1,000,000 per accident.
d. Cyber Liability / Technology Errors & Omissions: with limits of not less than $2,000,000 per claim, covering data breaches, network security failures, and privacy -related claims. e. CivicPlus shall provide certificates of insurance evidencing the above coverages upon written request from the Customer.

51. Non -Discrimination
In performing this Agreement, CivicPlus 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 California Government Code.

52. Public Records Act
CivicPlus acknowledges that this Agreement and all reports, documents, information, and data furnished or prepared pursuant to this Agreement may be subject to public disclosure as required by the California Public Records Act (California Government Code Section 7920.000 et seq.). CivicPlus shall cooperate with City in responding to any requests under the Public Records Act and shall make available any non-exempt records within ten (10) business days of City's request.

53. Conflict of Interest
CivicPlus and its officers, employees, associates, and subcontractors shall comply with all conflict of interest statutes of the State of California applicable to CivicPlus's services under this Agreement, including the Political Reform Act (Government Code Sections 81000, et seq.) and Government Code Section 1090.

54. Audit Rights
Records of CivicPlus relating to the services provided and amounts billed under this Agreement shall be maintained in accordance with generally recognized accounting principles and shall be made available to City for inspection and/or 1 Addendum to Master Services Agreement
768

Cp Addendum to the Agreements by and between CivicPlus, LLC and Placentia, CA audit at mutually convenient times for a period of three (3) years from the date of final payment under this Agreement.

2. AMENDMENTS
The terms and conditions of the Agreement are hereby amended as follows:

Nff:1Q. z:1.i1[.1,
?vitait.[Y.i4:li
MSA § 18
The following sentence is added at the end of Section 18: "Notwithstanding the foregoing, any data collected or analyzed by CivicPlus pursuant to this section shall be de -identified and aggregated such that it does not identify City or any individual, and CivicPlus shall not sell, license, or otherwise disclose City's Customer Data or Customer Content to any third party for commercial purposes unrelated to the provision of the Services.

MSA § 34
The following is added to the end of Section 34: "The limitations set forth in Sections 32 and 33 shall not apply to (a) CivicPlus's indemnification obligations under this Agreement or any Addendum, (b) CivicPlus's breach of its data security or confidentiality obligations, (c) damages arising from CivicPlus's gross negligence or willful misconduct, or (d) bodily injury or damage to tangible property.

MSA § 48
This section intentionally omitted.

Acceptance
IN WITNESS WHEREOF, the Parties have caused this Addendum to be executed by their duly authorized representatives as of the dates below.

Customer
By:

Name:

CivicPlus
Name: Amy Vikander
Title:

Title: Senior VP of Customer Success
Date:

Date: 7/16/2026
2 Addendum to Master Services Agreement
769

EXHIBIT B

INSURANCE REQUIREMENTS
15 [CivicPlus]
Rev. 01/2024 770

EXHIBIT C

CERTIFICATES OF INSURANCE AND ENDORSEMENTS
16 [CivicPlus]
Rev. 01/2024 771

CIVILLC-03

HEATHERMAGUIRE
'4comb CERTIFICATE OF LIABILITY INSURANCE

4.......---- 7/21

DATE (MM/DD/YYYY)
/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
NFP Property & Casualty Services, Inc.
45 Executive Drive
Plainview, NY 11803

CONTACT
NAME:

PHONE FAX
(A/c, No, Ext): (516) 327-2700 (A/C, No):

ADDAIL
RESS:

INSURER(S) AFFORDING COVERAGE
NAIC #
INSURER A: Evanston Insurance Company
35378

INSURED
CivicPlus, LLC
302 S 4th St
Ste 500
Manhattan, KS 66502-6410
INSURER B : Fortegra Specialty Insurance Company
16823

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 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/DD/YYYYI

POLICY EXP
(MM/DD/YYYY)
LIMITS

COMMERCIAL GENERAL LIABILITY

EACH OCCURRENCE
$

CLAIMS -MADE
OCCUR

DAMAGE TO RENTED
PREMISES (Ea occurrence)
$
MED EXP (Any one person)
$

PERSONAL & ADV INJURY
$
GEN'L

AGGREGATE

LIMIT APPLIES
PECOT-
PER:

LOC

GENERAL AGGREGATE
$

PRODUCTS - COMP/OP AGG
$
$

AUTOMOBILE

LIABILITY

SCHEDULED
AUTOS

NON -OWNED UUO

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

PROPERTY
a E accident) DAMAGE
$
U

UMBRELLA LIAB

EXCESS LIAB
OCCUR

CLAIMS -MADE

EACH OCCURRENCE
$

AGGREGATE
$
DED
RETENTION $
$

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
PER

STATUTE
OTH-
ER
E.L. EACH ACCIDENT
$
E.L. DISEASE - EA EMPLOYEE
$
E.L. DISEASE - POLICY LIMIT
$
A
B
Cyber/Tech E&O
Excess Cyber/Tech EO
MKLV1PCY000375
C-4MA7-206591-CEPSME-2026
5/17/2026
5/17/2026
5/17/2027
5/17/2027
Each Claim/Aggregate
Each Claim/Aggregate
5,000,000
5,000,000
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Placentia, CA, and its employees are included as Additional Insured as required by written contract subject to the policy terms and conditions. Primary / Non -Contributory is included as required by written contract. Certificate Holder is provided 15 Day Notice of Cancellation as required by written contract.

CERTIFICATE HOLDER

CANCELLATION
Placentia, CA
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
`LTV""
ACORD 25 (2016/03)
© 1988-2015 ACORD CORPORATION. All rights reser
The ACORD name and logo are registered marks of ACORD 772

Agenda Item No: 2.a

PLACENTIA CITY COUNCIL AGENDA REPORT
Meeting Date: July 21, 2026
Submitted by: Gavin Houn
From: Finance
Subject:

PUBLIC HEARING AND ADOPTION OF PROPOSED COMPREHENSIVE FEE AND RATE

SCHEDULE
Financial Impact:

The proposed fee changes as of July 21, 2026, are intended to recover the cost of providing existing services associated with fee -related regulatory functions and other programs.

Summary:

The City of Placentia is responsible for providing a variety of services to its citizens. Services that support the general public, such as public safety services are supported by tax and other non -fee revenues, while services that are more elective in nature and have specific individual beneficiaries are typically supported by user fee charges. User fee -related services are provided by many City departments, but tend to be more heavily concentrated on Planning, Building, Engineering and Community Services. By law, user fees must not exceed the City's cost to provide the service. The City Council can choose to set fees that fully recover the cost of service or place said fees at lower levels that provide a level of subsidy or alternatively reduce costs by reducing the level of service provided.

Annually, the City reviews its fees and makes adjustments to ensure fees are consistent with industry best practices and city processes, account for inflation and may also add new fees resulting from new programs and/or changes in service delivery. This consistent review and adjustment of fees provides multiple benefits, including:
• Increasing the availability of General Fund revenues to be used for services and activities available to all residents and businesses, such as public safety services. • Keeping pace with general cost inflation.
• Avoiding fee spikes that are more likely to occur when municipalities leave fees unchanged for a multi -year period.
• Providing fee payers, City staff, and City policymakers with a pattern of consistency that provides information for forecasting and decision -making purposes. • Helping to meet fee -payer service level expectations by collecting fees to fund the existing level of services provided.
• Encouraging generational equity among fee payers by avoiding long-term stagnation of fees followed by significant fee increases.
773

The City engaged Clear Source Financial Consulting to conduct a comprehensive fee study in 2022. Prior to that, fee studies were completed in 2018, 2012 and 2007. Prior to 2007, the City's fee schedule had not been updated since 1990.

Following Clear Sources' recommendation to review and adjust fees annually, staff proposed an adjustment of applicable fees effective July 1, 2025, by 3.0%, the CPI for All Urban Consumers (Los Angeles -Long Beach -Anaheim, CA) for February 2026.

There were calculation errors in the Master Fee Schedule that was presented and adopted on April 21, 2026, and subsequently implemented on July 1, 2026. The CPI increase for FY26/27 were calculated using incorrect baseline fee information for several fees across different departments. Corrections have been made to the schedule, and if approved, the revised Master Fee Schedule will take effect on September 21, 2026. Other minor amendments to the Master Fee Schedule have also been included, all related to cost recovery for services.

Recommended Action:

It is recommended that the City Council:

1. Open the Public Hearing to consider amending the Placentia Comprehensive Fee Schedule for certain fees, rates, and charges for various City user services; and

2. Receive the staff report, consider all public testimony, and discuss the proposed fees; and

3. Close the public hearing; and

4. Adopt Resolution No. R-2026-51, a Resolution of the City Council of the City of Placentia, California, establishing and adopting certain City fees, rates, and charges for various City services with an effective date of September 21, 2026, for Fiscal Year 2026-

27. Strategic Plan Statement:

This item aligns with Strategic Goal No. 1: Fiscal Sustainability, to ensure long-term financial health by responsibly managing resources, investing wisely, and maintaining a balanced budget that supports high -quality services for the community.

Discussion:

The proposed fees are intended to comply with applicable federal, state, and local laws including providing confirmation that the proposed fees and charges are not a tax as defined in Article 13C of the California Constitution and that the proposed fees are no more than necessary to cover the reasonable costs of the City's activities and services addressed in the fees. Additionally, the manner in which the costs are allocated to a payor bear a fair and reasonable relationship to the payor's burdens on, or benefits received from the activities and services provided by the City.

The City engaged Clear Source Financial Consulting to conduct a comprehensive fee study in 2022. Following their recommendation, staff is proposing an adjustment of all fees by 3.0%, the CPI for All Urban Consumers (Los Angeles -Long Beach -Anaheim, CA) for February 2026.

Amendments proposed to the fee schedule are outlined below, the stated amendments only include items not previously captured and adopted by City Council on April 21, 2026.

Development Services
Regarding Development Services, there were calculation errors in the Master Fee Schedule 774

that was presented and adopted on April 21, 2026. The CPI increase for FY26/27 was calculated using incorrect baseline fee information for several fees. Therefore, most of the amendments are related to fixing those calculation errors. However, staff has utilized this opportunity to modernize the Building Division valuation table consistent with jurisdictions throughout Orange County as this has not occurred for multiple years. The Planning Division also included some minor amendments/additions including a $3,118.00 user fee for "State - Mandated Housing Application Review" which will be consistent with the "Site Plan Review" fee.

Community Services
For FY26/27, the April 21, 2026 fee schedule included the addition of fees including "Aquatic Birthday Party Package" for $300-399, "Adult Soccer League (5v5)" for $429, "Senior Excursions" ranging from $35-150, and a revised format for Facility Rentals that is now separated into "Resident, Non -Profit w/Residency, Non -Profit w/o Residency, and Non - Resident" fee formatting. Related to this updated Fee Schedule, Community Services did amend some of their fees for other venues citywide to include the aforementioned "Resident, Non -Profit w/Residency, Non -Profit w/o Residency, and Non -Resident" fee formatting.

Public Works
Regarding Public Works fees, there were calculation errors in the Master Fee Schedule that was presented and adopted on April 21, 2026. The CPI increase for FY26/27 was calculated using incorrect baseline fee information for several fees. Therefore, most of the amendments are related to fixing those calculation errors.

Placentia Fire and Life Safety Department
Regarding Placentia Fire and Life Safety fees, there were calculation errors in the Master Fee Schedule that was presented and adopted on April 21, 2026. The CPI increase for FY26/27 was calculated using incorrect baseline fee information for several fees. Therefore, most of the amendments are related to fixing those calculation errors.

Financial Summary:

Additional revenues expected from the Proposed Master Fee Schedule are intended to offset the cost of providing existing services associated with those fee -related regulatory functions and other programs. Changes to fees are for cost recovery purposes only.

Attachments

1.CC RES R-2026-51 - Fee Update FY26.27.docx
1a.Master Fee Schedule - FY26.27 7.21.2026.pdf
775

RESOLUTION NO. R-2026-51

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

PLACENTIA, CALIFORNIA, ESTABLISHING AND

ADOPTING CERTAIN CITY FEES, RATES, AND CHARGES

FOR VARIOUS CITY SERVICES WITH AN EFFECTIVE
DATE OF SEPTEMBER 21, 2026, FOR FISCAL YEAR 2026-
27 A. Recitals
WHEREAS, pursuant to the Mitigation Fee Act (Government Code section 66000 et seq.) the City of Placentia is authorized to adopt and implement fees, rates, and charges for municipal services; provided that such fees, rates, and charges do not exceed the estimated reasonable cost of providing such services; and WHEREAS, notice of public hearing has been given pursuant to Government Code Section 6062a, oral and written presentations have been made and received, and the required public hearing has been held; and
WHEREAS, the City of Placentia desires to implement new fees, rates, and charges for various governmental services provided by the City of Placentia, as set forth herein; and
WHEREAS, all legal prerequisites to the adoption of this Resolution have occurred; and
WHEREAS, the actions implemented through the adoption of this Resolution are statutorily exempt under the California Environmental Quality Act per Section 21080(b)(8) of the Public Resources Code.

B. Resolution

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

1. Recitals. The recitals in Part A., above, are correct.

2. Estimated Costs. The fees, rates, and charges set forth in Exhibit A do not exceed the estimated reasonable cost of providing the service for which the fee, rate, or charge is levied.

3. Exhibit A. The fees, rates, and charges set forth in Exhibit A are hereby adopted and approved as the fees, rates, and charges for the services identified for each such fee, rate, or charge.

4. Effective Date of Fees. The fees, rates, and charges set forth in Exhibit A shall become effective on September 21, 2026.

5. Delegated Authority. The City Administrator is hereby delegated the authority to reduce one or more fees included in Exhibit A by up to 10% of the adopted fee amount, based on market conditions.

Resolution No. R-2026-51

776

6. Severability. If any fee, rate, or charge adopted or increased by this Resolution is for any reason held to be invalid or unconstitutional by the decision of any court of competent jurisdiction, such fee, rate, or charge shall be deemed a separate, distinct, and independent provision of this Resolution, and such holding shall not affect the validity of the remaining fees, rates and charges adopted or revised herein. The City Council hereby declares that it would have adopted this Resolution and each section, subsection, subdivision, sentence, clause, phrase, or portion thereof, irrespective of the fact that any one (1) or more sections, subsections, subdivisions, sentences, clauses, phrases, or portions thereof be declared invalid or unconstitutional.

APPROVED and ADOPTED this 21st day of July 2026.

Chad P. Wanke, Mayor
ATTEST:

Robert S. McKinnell, City Clerk

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
Exhibit A: Master Schedule of User and Regulatory Fees — Effective September 21, 2026 Resolution No. R-2026-51

777

Effective Sep 21, 2026
Master Schedule of User and Regulatory Fees
778

City of Placentia
Master Schedule of User and Regulatory Fees
Table of Contents
Fees
Page

ADMINISTRATIVE FEES
2 BUSINESS LICENSE APPLICATION REVIEW FEES
3 BUILDING FEES

PLANNING FEES
4 12
ENGINEERING AND ENCROACHMENT PERMIT FEES 16

FIRE PREVENTION FEES
18 POLICE FEES

CODE ENFORCEMENT FEES
27 29
COMMUNITY SERVICES FEES 30
779
1 City of Placentia

MASTER FEE SCHEDULE - ADMINISTRATIVE FEES
Activity Description
1 Returned Check Fee
a) First Check
b) Each Additional Check
2 EFT/ACH Return / Error
3 Postage
4 Digital Media Device
5 Documents - Hard Copy
a) Standard Size
b) Non-standard Size
6 Subpoena Response / Retrieval Fees
Fee Effective
Sep 21, 2026
$29
$39
$29
Actual Cost
$11
$0.60
Actual Cost
Max. Authorized
by State
7 Credit Card Processing Fee- All transactions Citywide (charged to total being charged) 2.50% Note
2 780

City of Placentia

MASTER FEE SCHEDULE - BUSINESS LICENSE AND FINANCE CHARGES Activity Description
Business License Administrative Processing Fees
1 Admin Fee - New Account
a) Within City
b) Outside City
2 Admin Fee - Renewal
3 State Fee
4 Documents - Hard Copy
a) Standard Size
b) Non-standard Size
Effective Sep 21, 2026
'[a] State mandated fee per SB1186 (CASP Fee)
Fee Effective
Sep 21, 2026
$59
$25
$25
$4
$0.60
Actual Cost
Note
[a]
3 781

City of Placentia

MASTER FEE SCHEDULE - BUILDING PERMIT AND PLAN REVIEW FEES Activity Description
Fee Effective
Sep 21, 2026
Construction / Demolition
1 Construction / Demolition Project Application Fee
Demolition up to 3,000 sq ft
Over 3,000 sq ft
2 Impound Refuse Containers
Supplemental Plan Check Fees
3 First 2 Hours
4 Each Additional Half Hour (or portion thereof)
Supplemental Inspection Check Fees
First 2 Hours
5 Each Additional Half Hour (or portion thereof)
Mechanical Permit Fees
6 Issuance Fee (charged to all permits)
7 Air Conditioner
a) 100,000 BTU or less (each)
b) Over 100,000 BTU (each)
8 Air Handler
9 Appliance Vent / Chimney (Only)
10 Boiler
11 Compressor
12 Duct Work
13 Evaporative Cooler
14 Exhaust Hood (Commercial Grease Hood)
15 Exhaust Hood and Duct (Residential)
16 Heat Pump (Package Unit)
17 Heater
a) 100,000 BTU or less
b) Over 100,000 BTU
c) Unit, Radiant, etc.
d) Wall / Floor
18 Vent Fan, Single Duct
19 Vent System
20 Minisplit System
a) Exterior, Condensor (each)
b) Room Unit (each)
$114
$232
$450
$174
$361
$160
$267
$106
$30
$71
$106
$106
$106
$106
$106
$142
$106
$293
$106
$106
$106
$106
$106
$106
$90
$106
$103
$103
Note
4 782

City of Placentia

MASTER FEE SCHEDULE - BUILDING PERMIT AND PLAN REVIEW FEES Activity Description
21 Suppy or return vent opening (Each)
22 Walk -In Box / Refrigerator Coil
23 AC Coil
24 House Fan
25 Mechanical item not listed
26 Other Mechanical Inspections (Per/Hr)
27 Mechanical Plan Check (Per/Hr)
28 Mechanical-Misc. Inspection
Electrical Permit Fees
29 Issuance Fee
30 New or Re -Wire Power Apparatus
a) New or Re -Wire Residential (Per/Sq. Ft)
b) New or Re -Wire Garages (Per/Sq. Ft)
31 Busways
32 Light Standard or Private Street Light
a) First
b) Each Additional
33 Miscellaneous Apparatus, Conduits and Conductors (EV Charger, Backup Batteries) Fans (Each)
Lights (Each)
Switches (Each)
34 Outlets (Each)
a) 120v Outlet
b) 208v Outlet
c) 220v Outlet
35 Power Apparatus (per HP, kV, KVA, etc.)
a) Up to and Including 1
b) 2 to 10
c) 11 to 50
d) 51 to 100
e) Greater than 100
Fee Effective
Sep 21, 2026
$103
$106
$72
$106
$106
$167
$207
$118
$30
$0.17
$0.15
$76
$135
$40
$90
$4
$4
$4
$4
$4
$4
$34
$48
$59
$74
$85
36 A/C or Solar Disconnect $4
37 Garage Door Opener $34
38 Circuit Protection (New Circuit) $4
39 Time Clock $118
Note
5 783

City of Placentia

MASTER FEE SCHEDULE - BUILDING PERMIT AND PLAN REVIEW FEES Activity Description
40 Appliance (Hardwire)
41 Cap Electrical
42 Pre -Inspection
43 Service or Panel (600V up to 1,000 amp) (Per/Unit)
44 Subpanel
45 Signs, Outline Lighting, and Marquees
46 Additional Signs
47 Temporary Pole (each)
48 Theatrical -type Lighting Fixtures or Assemblies (each) 49 Other Electrical Inspections (Per/Hr)
50 Electrical Plan Check (Per/Hr)
51 Electrical- Misc. Inspection
Plumbing Permit Fees
52 Issuance Fee
53 Anti -Syphon Valve (each)
54 Backflow Preventer (each)
55 Bathtub (each)
56 Dishwasher (each)
57 Drain -Piping Repair / Alterations (each)
58 Drinking Fountain (each)
59 Floor Sink / Drain (each)
60 Garbage Disposal (each)
61 Gas Piping
a) First Five Outlets
b) Each Additional Five Outlets
62 Grease Interceptor
63 Grease Trap
64 Laundry
65 P Trap (each)
66 Roof Drain -Rainwater System (Per/Drain)
67 Septic System (each)
68 Sewer (new, add, repair, abandonment)
Fee Effective
Sep 21, 2026
$34
$32
$95
$160
$160
$90
$52
$106
$4
$167
$207
$118
$30
$32
$32
$32
$32
$32
$32
$32
$32
$67
$7
$400
$200
$32
$32
$32
$400
$32
Note
6 784

City of Placentia

MASTER FEE SCHEDULE - BUILDING PERMIT AND PLAN REVIEW FEES Activity Description
69 Sewer Cleanout Only (each)
70 Shower Stall (each)
71 Sink (each)
72 Solar Water System Fixtures (tanks, water treatment, equip) 73 Urinal (each)
74 Waste and Vent System
75 Water Closet (each)
76 Water Heater (each)
77 Water Line (each)
78 Water Pipe Repair Replacement
a) First 100 If
b) Each additional 100 If
79 Hose Bib
80 Sump Pump
81 Earthquake shut off valve
82 Cap Plumbing
83 Gas Service/ Meter Release
84 Plumbing item not listed
85 Other Plumbing Inspections (Per/Hr)
86 Plumbing Plan Check (Per/Hr)
87 Plumbing- Misc. Inspection
Miscellaneous Permit / Other Fees
88 Certificate of Occupancy
89 Temporary Certificate of Occupancy
90 Modification to Application (Contractor, Owner, Architect) 91 Issuance Fee
92 Permit Re -issuance Fee (all types of permits)
93 Permit Extension (all types of permits)
94 Application Meeting (Group Meeting Fee)
95 Building & Zoning Inspection
Fee Effective
Sep 21, 2026
$32
$32
$32
$67
$32
$133
$32
$32
$32
$135
$59
$32
$32
$32
$32
$32
$32
$167
$207
$118
$232
$232
$62
$30
$30
$30
$595
$95
Note
7 785

City of Placentia

MASTER FEE SCHEDULE - BUILDING PERMIT AND PLAN REVIEW FEES Activity Description
96 Duplicate Job Card
97 Dedicated Inspector / Special Inspector Use / Contract Inspector 98 Expedited Plan Review
99 Solar Panels
100 Residential Solar Panels- 15KW or less
101 Residential Solar Panels over 15KW
102 Commercial Solar Panels- 50 KW or less
103 Commercial Solar Panels- Between 51 KW and 250 KW
104 Commercial Solar Panels- Over 250 KW
105 Solar Domestic Water Heating
106 Solar Pool Heating
107 Inspection of Solar Panel System
108 Address Change
109 Awning (Minimum Charge)
110 Close or Open Exterior Wall (Minimum Charge)
111 Wood Fence (Minimum Charge)
112 Masonry Wall (Minimum Charge)
113 Retaining Wall: 3'-6' UP TO 50 L.F. Standard for Level Grade Only 114 Additional Retaining Wall each 50 linear foot
115 Retaining Wall: 1'-8' up to 50 linear foot (Engineered designed for Retaining Slopes) Fee Effective
Sep 21, 2026
$39
Note
15% of Base Bldg [a]
Permit Fee
15% of Base Plan [b]
Check Fee
$464
$500 + $15/Kw
over 15
$1,030
$1,000 + $7/Kw
over 50
$2,400 + $5/Kw
over 250
$118
$118
$115
$2,082
$176 [c]
$294 [c]
$142 [c]
$176 [c]
$355
$88
$711
116 Additional Retaining Wall of Same Height each 50 linear foor $118 117 Patio Cover -Installation/ Replacement/ Repair (Minimum Charge) $315 [c] 118 Add for Screening (Per/ Sq. ft minimum charge) $4 [c] 119 Pre Fab Patio Room (Minimum Charge) $294 [c]
120 Residential Alterations (Minimum Charge) $236 [c]
121 Room Addition (Minimum Charge) $294 [c]
122 Roof
a) First 2,000 sf
b) 2,001 sf - 4,000 sf
c) 4,001 sf to 6,000 sf
$379
$519
$798
8 City of Placentia

MASTER FEE SCHEDULE - BUILDING PERMIT AND PLAN REVIEW FEES Activity Description
d) 6,001 sf or more
123 Residential Pool Re -plaster
124 Residential Gunite/Plaster
125 Residential Pool
126 Residential Spa or Hot Tub
127 Residential Swimming Pool
a) Electrical
b) Plumbing
c) Mechanical
128 Commercial Pool Re -plaster
129 Commerical Gunite/Plaster
130 Commercial Pool
131 Commerical Spa or Hot Tub
132 Commerical Swimming Pool
a) Electrical
b) Plumbing
c) Mechanical
133 Stucco
a) First 400 sf
b) Each Additional 100 sf
134 Windows
a) 1 Only
b) 2 Only
c) 3-10
d) 11-20
e) 21-50
f) 51-100
g) 100-200
h) 200-500
135 Bay Window (Each)
136 Skylight less than 10 sq ft no framing (Each)
137 Additional Skylight Less than sq ft (Each)
138 Skylight greater than 10 sq ft or structural (Each) 139 Additional Skylight greater than 10 sq ft or structural (Each) 140 New window or sliding glass door non-structural (Each) 141 New window or sliding glass door sheer masonary (Each) 142 General Plan Update Fee (per $1,000 valuation)
Fee Effective
Sep 21, 2026
$1,000
$160
$761
$1,552
$572
$121
$101
$101
$319
$1,522
$3,104
$1,143
$241
$202
$202
$334
$27
$106
$133
$240
$479
$720
$959
$1,200
$1,439
$296
$296
$296
$296
$296
$296
$296
$4
143 Technology Enhancement Fee (per $1,000 valuation) $4 144 Signs (Non -Electrical)
Note
9 787

City of Placentia

MASTER FEE SCHEDULE - BUILDING PERMIT AND PLAN REVIEW FEES Activity Description
Fee Effective
Sep 21, 2026
145 Channel Letter (Non -Illuminated) (Each) unless otherwise noted 146 Additional Signs (Non -Electrical)
147 Monument Pole Free Standing (Each) Unless Otherwise Noted 148 Alteration, Sign Face Change (Each)
149 Non- Illuminated Sign (Each)
150 Channel Letter (Illuminated) (Each) unless otherwise noted 151 Storage Racks
a) Storage Racks up to 100 LF
b) each additional 100 LF
152 Pillasters (Each)
153 Stairs
a) First Flight
b) Each Additional Flight
154 Gas Yard Piping per 100 linear feet
155 Oil Well abandonment Inspection
156 Antenna Tower (Each)
157 Antenna (Each)
158 Seismic Retrofit
a) Less than 5,000 sq ft
b) Greater than 5,000 sq ft
159 Dry Rot/Termite Repair
a) First 400 sq ft
b) Each additional 100 sq ft
160 Drywall
a) First 400 sq ft
b) Each additional 100 sq ft
161 Siding
a) First 400 sq ft
b) Each additional 100 sq ft
162 T -Bar Ceiling
a) First 400 sq ft
b) Each additional 100 sq ft
163 Carport
a) Up to 300 sq ft each
b) Each additional carport
164 Covered Porch
a) Up to 500 sq ft each
b) Each additional 100 sq ft
165 Fire Place
a) Factory Built
b) Gas
c) Masonry Fire Place
$232
$118
$232
$118
$232
$232
$288
$72
$206
$206
$77
$31
$297
$355
$258
$78
$158
$78
$158
$78
$158
$78
$39
$78
$39
$158
$158
$315
$315
$78
$158
$236
Note
10 788

City of Placentia

MASTER FEE SCHEDULE - BUILDING PERMIT AND PLAN REVIEW FEES Activity Description
■ 7
166 Special Investigation
Project Valuation Fees
167 $1 to $500
168 $501 to $2,000
a) For the first $500
b) plus $5.33 for each additional $100, or fraction thereof, to and including $2,000 169 $2,001 to $25,000
a) For the first $2,000
b) plus $21.30 for each additional $1000, or fraction thereof, to and including $25,000 170 $25,001 to $50,000
a) For the first $25,000
b) plus $13.00 for each additional $1000, or fraction thereof, to and including $50,000 171 $50,001 to $100,000
a) For the first $50,000
b) plus $9.27 for each additional $1000, or fraction thereof, to and including $100,000 172 $100,001 to $500,000
a) For the first $100,000
b) plus $8.24 for each additional $1000, or fraction thereof, to and including $500,000 173 $500,001 to $1,000,000
a) For the first $500,000
b) plus $7.21 for each additional $1000, or fraction thereof, to and including $1,000,000 174 $1,000,001 and up
a) For the first $1,000,000
b) plus $4.64 for each additional $1000, or fraction thereof 175 Plan Check/ Building Official Plan Check
176 Reinspection Fee
177 Refund Processing
Fee Effective
Sep 21, 2026
$118
$85
$85
$5.33
$169
$21.30
$690
$13.00
$1,008
$9.27
$1,404
$8.24
$4,451
$7.21
$7,688
$4.64
65% of Building
Permit Fee
$123
$30
Note
* If calculated fees do not reach the established minimum fee, the minimum fee applies. [a] For requests for dedicated inspection / special on -call inspection services, an additional fee of 15% of base building permit fees will apply (fee is in addition to base fees paid). Request is subject to Director approval and dependent on staff/consultant availability and workload. [b] For requests for expedited plan review, an additional fee of 15% of base plan review fees will apply (fee is in addition to base fees paid). Request is subject to Director approval and dependent on staff/consultant availability and workload. [c] Fee is greater of minimum charge or Table 1-A charge. 11 City of Placentia

MASTER FEE SCHEDULE - PLANNING FEES
Activity Description
Fee Effective
Sep 21, 2026
1 Abandonment of Property
2 Accessory Dwelling Unit (ADU) Administrative Review
3 Adult Oriented Business
4 Appeal of Staff Decision
a) to Planning Commission
b) to City Council
5 Building & Zoning Compliance Application
a) Minor
b) Major
6 CC&R's Review
7 Certificate of Compliance
8 Condominium Conversion
9 Development Agreement Review
10 Development Plan Review
11 Environmental Impact Report Admin/Review
12 Extension of Approval
a) Staff Approved Applications
b) Planning Comm/City Council Approved Applications
13 Film Permit
a) Commercial
b) Student
14 General Plan Amendment
15 Home Occupation Permit
16 House Move
17 Initial Study Checklist
18 Landscape Plan Review (Residential - 3 or more)
19 Landscape Plan Check (Commercial)
$4,901
$3,118
$11,318
$3,468
$5,896
$116
$347
$2,607
$1,503
$7,342
$11,337
$15,610
$9,853
$1,388
35% of original
application fee
$1,214
no charge
Note
[a]
[a]
[a]
[d]
$16,473
$77 [c]
$2,991 [a]
$1,412
$578 [a]
$578 [a]
12 790

City of Placentia

MASTER FEE SCHEDULE - PLANNING FEES
Activity Description
20 Letter of Public Convenience/Necessity
21 Lot Line Adjustment
22 Negative Declaration
23 Planning Plan Check
24 Planning Review / Research (Questions/Issues requiring research) a) First hour
b) Each additional 15 minutes
25 Preliminary Plan Review
26 Security Review
27 SB 9 Administrative Review
a) Review of Residential Home (or Homes) Plan $3,118
b) Administrative Tentative Parcel Map $6,642
Fee Effective
Sep 21, 2026
Note
$1,272
$3,780
$4,235 [a]
$147
$347
$58
$3,351 [a]
$926
28 b) Administrative Tentative Parcel Map $463
29 Short Term Rental Renewal (annual) $182
30 Appeal of Short Term Rental Permit Revocation
a) to Planning Commission $487
b) to City Council $621
31 Sign Plan Review
a) Individual Sign
b) Integrated Commercial/Industrial Center
c) Master Sign Program
$463
$695
$1,157
32 Sign Face Change Out $147
33 Site Plan Review
a) Minor
b) Major - Residential
c) Major - Commercial
34 Special Event Permit
a) Minor: outdoor display, etc.
b) Major: car show, fair, etc.
35 Specific Plan Review/Amendment
$232
$3,118
$3,118
$176
$1,041 [e]
$12,147 [a]
13 791

City of Placentia

MASTER FEE SCHEDULE - PLANNING FEES
Activity Description
36 Study Session (Applicant Requested) $1,388
14 792

City of Placentia

MASTER FEE SCHEDULE - PLANNING FEES
Activity Description
Fee Effective
Sep 21, 2026
37 Temporary Advertising Permit (includes banners, etc.) a) Annual Permit
b) Subsequent/Renewal Permit in Same Calendar Year
38 Tentative Parcel Map (4 or fewer parcels)
39 Tentative Tract Map (5 or more Parcels/Lots/Units)
a) First 5 Parcels/Lots/Units
b) Each Additional Parcel/Lot/Unit
40 Third Party Review/Preparation of Plans
41 Underground Utility Waiver
42 Use Conformity Determination
43 Use Permit
a) Minor
b) Standard
c) Modification
i) Planning Commission
ii) Staff
d) Special
e) Use Permit - Temporary
i) New
ii) Renewal
44 Variance
a) Minor
b) With Other Applications
c) Standard
45 Wireless Facility - Preliminary Plan Review
46 Zone Change
47 Zone Change - Text Only
48 Film Permit
49 Mills Act Agreement
50 Mills Act Annual Compliance Review
51 Certificate of Appropriateness -Major
$116
$87
$8,028
$10,571
$116
Note
[f]
[g]
$1,734 [a]
$2,823 [a]
$1,041
$3,699
$11,474
$8,468
$1,619
$1,616
$1,041
$578
$3,961
$7,164
$10,549
$1,839
$16,473
$4,340
$810
$2,233
$223
$614
[a]
15 City of Placentia

MASTER FEE SCHEDULE - PLANNING FEES
Activity Description
52 Certificate of Appropriateness -Minor
53 Zoning Verification Letter
54 State -Mandated Housing Application Review
Fee Effective
Sep 21, 2026
$61
$747
$3,118
Note
[a] Base fee as noted, plus, as needed, an initial deposit is determined by the Director of Development Services, against which the City will charge the cost or outside consultants/attorneys, other City costs and staff time at Fully Burdened Hourly Rates in excess of the amounts included in the base fee.

If costs exceed deposit amount, additional deposit(s) will be required. [b] If City Councilmember brings appeal, no fee charged. [c] Plus inspection fee, if necessary.
[d] Permit required, but no fee charged.
[e] Plus any costs from other departments.
[f] First-time registration permit fee.
[g] Renewal fee for existing businesses that have already registered with the City will be 75% of the initial registration permit fee. This reduced renewal fee will apply only to the same calendar year of the first-time registration date. 16 City of Placentia

MASTER FEE SCHEDULE - ENGINEERING AND ENCROACHMENT PERMIT FEES Activity Description
Fee Effective
Sep 21, 2026
General Permit and Inspection Fees
1 Grading - Standard Projects
a) Grading Permit
b) Plan Check
i) First Sheet
ii) Each Additional Sheet
c) Inspection
i) First Hour
ii) Each Additional Hour
Grading - Larger Projects - see Note 2
Parcel / Tract Map Checking
2 Parcel /Tract Map Checking
a) Up to 5 Lots
i) First Sheet
ii) Each Additional Sheet
b) Greater than 5 Lots
i) First Sheet
ii) Each Additional Sheet
Other Permit and Inspection Fees
3 Traffic Control Plan Check - see Note 3
4 Water Quality Management Plan Review
5 Sediment and Erosion Plan Check
a) 1st sheet
b) Each Additional Sheet
6 Transportation Permit
a) Transportation Permit - Annual (Each)
b) Transportation Permit - Single Trip (Each)
Encroachment
7 Encroachment Permit
a) Encroachment Permit
b) Encroachment Plan Check
i) 1st sheet
ii) Each Additional Sheet
c) Encroachment Inspection
i) 1st hour
ii) Each Additional Hour
$353
Note
$1,231 [a]
$775 [a]
$353
$176
$2,141 [a]
$775 [a]
$2,824 [a]
$775 [a]
$1,822 [a]
$4,138 [a]
$1,686 [a]
$775 [a]
$106
$19
$353
$911 [a]
$911 [a]
$176
$176
d) Temp. Street Use Permit (Roll -Off Container/Moving Pod) $85 795
17 City of Placentia

MASTER FEE SCHEDULE - ENGINEERING AND ENCROACHMENT PERMIT FEES Activity Description
Fee Effective
Sep 21, 2026
Other Services
8 PW Special Inspection (Per/Hr)
9 Traffic Engineering Development Plan Check Review -(Base Fee + Deposit) See Note 1 10 Traffic Impact Analysis Review - (Base Fee + Deposit) See Note 1 11 Sewer Capacity Study
12 Address Issuance
a) Utility pedestals & ADUs
b) Simple (SFR, Multi -Family up to 4 Units, etc.)
c) Complex (Multi Family 5+ Units)
13 Street Naming
FOG
14 FOG Plan Check Fee
$176
$2,277
$2,732
$1,879
$171
$514
$1,028
$600
Note
$1,088 [a]
15 FOG Annual Service
a) With Interceptor $313
b) Without Interceptor $2,559
Technology Enhancement Fee
16 Technology Enhancement Fee (per sheet) $13
[a] Three checks included in fee.

Explanatory Notes:

Note 1: Base Fee as noted, plus, as needed, an initial deposit determined by the Director of Public Works, against which the City will charge the cost of outside consultants/attorneys, other City costs and staff time at Fully Burdened Hourly Rates in excess of the amounts included in the base fee. If costs exceed deposit amount, additional deposit(s) will be required.

Note 2: An initial deposit of amount indicated or as determined by the City Engineer, against which the City will charge the cost of outside consultants / attorneys, other City costs and staff time at Fully Burdened Hourly Rates. If Costs exceed deposit amount, additional deposit(s) will be required.

Note 3: Excludes minor projects that do not involve lane closures in major arterial streets. 18 City of Placentia

MASTER FEE SCHEDULE - FIRE PREVENTION FEES
Activity Description
Development Review
1 Small Project - Single family residence, single, ADU
2 Development Plan/Site Review/CUP
3 Map Review - Tentative Tract Map/Screen Check/and or Clearance letter for print linen Fire Master Plan - Emergency access and fire hydrant location, fire lane markings, or vehicle gates across 4 emergency access drives
Temporary Fire Master Plan - Emergency access and fire hydrant location, fire lane markings, or vehicle 5 gates across emergency access drives
6 Vehicle or pedestrian gates across emergency access roads 7 Methane Mitigation Plan
Architectural Review (per building)
8 All A Occupancy 5,000 sq ft or under
9 All A Occupancy greater than 5,000 sq ft
10 E Day Care or I-4
11 E Occupancy educational
12 B, F, M, S Occupancies
13 H Occupancy - Chemical classification fee
14 I or R2.1 Occupancies
15 R1 or R2 Hotels, motels, apartments, condominiums with 50 or less dwelling units per building R1 or R2 Hotels, motels, apartments, condominiums with 50 or less dwelling units per building - Inspection 16 Only
17 R1 or R2 Hotels, motels, apartments, condominiums with 51 to 150 units per building 18 R1 or R2 Hotels, motels, apartments, condominiums with 51 to 150 units per building - Inspection Only 19 R1 or R2 Hotels, motels, apartments, condominiums with more than 150 dwelling units per building R1 or R2 Hotels, motels, apartments, condominiums with more than 150 dwelling units per building - 20 Inspection Only
21 R3.1 RCF
22 R3.1 RCF - Inspection Only
23 R4 Licensed residential care / assisted living facilities 24 R4 Licensed residential care / assisted living facilities - Inspection Only 25 S1 - Motor Vehicle Repair Garages (Chem class fee included for above ground hazardous materials) Hazardous Processes/Systems/Materials
Fee Effective
Sep 21, 2026
Note
$406
$632
$452
$647
$485
$515
$424
$1,102
$1,255
$768
$1,255
$740
$1,400
$1,942
$678
$181
$1,113
$298
$2,311
$722
$578
$181
$872
$316
$1,012
19 797

City of Placentia

MASTER FEE SCHEDULE - FIRE PREVENTION FEES
Activity Description
26 Above/underground storage tank (per tank, includes associated tank equipment) 27 Above -ground storage tank, including equipment - Inspection Only Fee Effective
Sep 21, 2026
Note
$690
$253
28 Hazardous Material Process/Storage for Non - H Occupancies. Includes Chem Class Review 0 - 5 chemicals $750 29 Hazardous Material Process/Storage for Non - H Occupancies - Inspection Only 30 Chemical Classification Review 6 - 49 chemicals
31 Chemical Classification Review 50 - 100 chemicals
32 Chemical Classification Review more than 100 chemicals 33 High -piled storage: code/commodity compliance
Refrigeration unit and system: having a refrigerant circuit containing more than 220 pounds of Group Al or 34 3- pounds of any refrigerant
35 Spray booth, spraying area
36 Spray booth, spraying area - Inspection Only
37 Gas Systems: medical gas, industrial gas (including piping and manifolds) 38 Gas systems: CO2 for Beverage
39 Special equipment: industrial ovens, vapor recovery, dust collection, Dry Cleaning 40 Photovoltaic System - Commercial
41 Battery Systems, stationary storage and cell sites
42 Emergency Responder Radio System
Suppression Systems
43 NFPA 13D fire sprinkler system: One or two family dwelling - (single lot) $590 44 NFPA 13D fire sprinkler system: One or two family dwelling - (single lot) - Inspection Only $231 45 TI to NFPA 13D fire sprinkler system: One or two family dwelling - (single lot) - Existing Home TI to NFPA 13D fire sprinkler system: One or two family dwelling - (single lot) - Existing Home - Inspection 46 Only
47 NFPA 13R fire sprinkler system: 3 to 16 units per building 48 NFPA 13R fire sprinkler system: 3 to 16 units - Inspection Only 49 NFPA 13R fire sprinkler system: 17 to 50 units per building 50 NFPA 13R fire sprinkler system: 17 to 50 units per building - Inspection Only 51 NFPA 13R fire sprinkler system: > 50 units per building 52 NFPA 13R fire sprinkler system: more than 50 units - Inspection Only 53 New NFPA 13 fire sprinkler system: ≤ 100 heads per riser 54 New NFPA 13 fire sprinkler system: ≤ 100 heads per riser - Inspection Only $326
$605
$840
$1,246
$1,158
$1,165
$807
$249
$1,123
$533
$910
$529
$642
$1,099
$494
$249
$716
$279
$1,026
$470
$1,172
$557
$757
$280
20 798

City of Placentia

MASTER FEE SCHEDULE - FIRE PREVENTION FEES
Activity Description
55 New NFPA 13 fire sprinkler system: > 100 heads per riser New NFPA 13 fire sprinkler system: > 100 heads per riser OR each add'I riser OR per floor in buildings > 2 56 stories - Inspection Only
57 New NFPA 13 fire sprinkler system: R -1/R-2 each riser and per floor in buildings > 2 stories 58 New NFPA 13 fire sprinkler system: R -1/R-2 - Inspection Only 59 TI to NFPA 13, 13R fire sprinkler system: 5 appliances (single hydrant or riser equals 1 appliance) $1,091 71 Underground private fire service mains - Inspection Only $166 72 Underground private fire service main repair $502
73 Commercial cooking hood and duct system (per system) $420 74 Special extinguishing system: Dry Chemical, CO2, FM 200, Foam Liquid Systems, Inert Gas, Halon, & Inergen $783 75 Special extinguishing system - Inspection Only $166
Alarm Systems
Fire sprinkler and Fire Alarm monitoring system up to 5 initiating devices and/or up to 20 notification 76 devices $450
Fire sprinkler and Fire Alarm monitoring system up to 5 initiating devices and/or up to 20 notification 77 devices - Inspection Only $140
78 Fire alarm system: 6 - 15 initiating devices and/or ≤ 21- 40 notification devices 79 Fire alarm system: 6-15 initiating devices and/or ≤ 21 - 40 notification devices - Inspection Only 80 Fire alarm system: 16 - 30 initiating devices and/or ≤ 41 - 80 notification devices $622
$199
$944
21 799

City of Placentia

MASTER FEE SCHEDULE - FIRE PREVENTION FEES
Activity Description
81 Fire alarm system: 16 - 30 initiating devices and/or ≤ 41 - 80 notification devices - Inspection Only 82 Fire alarm system: > 30 initiating devices and/or > 80 notification devices 83 Fire alarm system: > 30 initiating devices and/or > 80 notification devices - Inspection Only 84 Fire alarm system TI
85 Fire alarm system TI - Inspection Only
86 Field review/inspection - Underground repair
Administrative/Miscellaneous
87 Alternative Method and Material Request
88 Plan Revision
89 Reinspection Fee
90 Inspection time and materials fee (per hour)
91 Plan Review time and materials (per hour)
92 Fire Marshal time and material fee
93 Accelerated plan review (Per review. Fee is in addition to base fee assessed for plan review) 94 Coordination/Pre-submittal Meetings: (hourly minimum 2 hours) 95 Additional Review past 2nd review (each submittal)
96 After hours inspection
97 Written Response to Inquiry (per hour)
98 Fire Watch -Inspector Standby
99 Work without a permit
100 Occupancy before approval
First Responder Fees
99 Engine Company Inspections - Light/Ordinary Hazard
100 Engine Company Inspections - High Hazard
101 Engine Company Re -Inspection
102 False Alarm - Commercial
104 False Alarm - Residential
103 Supression Personnel Standby
Fee Effective
Sep 21, 2026
Note
$401
$1,284
$462
$415
$129
$271
$722
$298
$199
$199
$199
$227
$271
$452
$298
$722
$181
Hourly Rate
Actual Cost or
Specified System
Inspection Fee
$227
$134
$258
$189
$284
$591
$284
22 800

City of Placentia

MASTER FEE SCHEDULE - FIRE PREVENTION FEES
Activity Description
Operational Permits
1 Aerosol products
2 Aviation Facilities and Aircraft refueling vehicles
3 Compressed Gases - Carbon Dioxide used in beverage dispensing systems 4 Compressed Gases - greater than amounts listed in CFC T105.5.9 5 Combustible dust producing operations
6 Covered and open mall buildings
7 Cryogenic fluids- greater than amounts listed in CFC T105.5.11 8 Cutting and welding
9 Dry cleaning
10 Explosives
11 Flammable and combustible liquids
12 Hazardous Productions Materials (HPM) Facilities
13 Additive Manufacturing
14 Amusement Buildings
15 Carnivals and Fairs
16 Cellulose Nitrate Film
17 Combustible Fibers
18 Energy Storage Systems
19 Exhibits and Trade Shows
20 Fire Hydrants and Valves
21 Floor Finishing
22 Fruit and Crop Ripening
23 Fumigation and Insecticidal Fogging
24 Hazardous Materials
25 High -piled Storage
26 Hot Work Operations
27 Industrial Ovens
Fee Effective
Sep 21, 2026
$347
$347
$284
$487
$556
$2,281
$556
$298
$298
$695
$625
$625
$298
Same as Places
of Assembly
Same as Places
of Assembly
$229
$279
$298
$223
$207
$229
$166
$166
$391
$424
$258
$167
Note
23 801

City of Placentia

MASTER FEE SCHEDULE - FIRE PREVENTION FEES
Activity Description
28 Lumber Yards and Woodworking Plants
29 Liquid or Gas -fueled Vehicles or Equipment in Assembly Buildings 30 LP -Gas
31 Magnesium
32 Miscellaneous Combustible Storage in excess of 2,500 cu.ft. 33 Mobile Fueling of Hydrogen -Fueled vehicles
34 Motor -Fuel Dispensing Facilities
35 Open Burning
36 Open Flames and Torches
37 Open Flames and Candles
38 Organic Coatings
39 Outdoor Assembly Event - Occupant Load 1,000 or more 40 Places of Assembly
a) Occupant Load 50-500
b) Occupant Load 501-1000
c) Occupant Load 1,001 or more
41 Plant Extraction Systems
42 Private Fire Hydrants
43 Pyrotechnic Special Effects Material
44 Pyroxylin Plastics
45 Refridgeration Equipment
46 Repair Garages and Motor Fuel-Dispening
47 Rooftop Heliports
Fee Effective
Sep 21, 2026
$318
$382
$371
$396
$528
$284
$331
$331
$331
$331
$396
$528
$335
$424
$528
$236
$236
$727
$236
$331
$331
$396
48 Spraying or Dipping $331
49 Storage of Scrap Tires and Tire Byproducts $236
50 Temporary Membrane Structures , Tents, Canopies $424 51 Tire -rebuilding Plants $396
52 Waste Handling $236
Note
24 802

City of Placentia

MASTER FEE SCHEDULE - FIRE PREVENTION FEES
Activity Description
53 Wood Products
54 Lithium Batteries
55 Production Facilities - Attendance of a live audience Construction Permits
56 Aboveground storage tanks
a) 1st tank
b) Additional aboveground storage tanks
57 Close of flam LST, each
58 Close of flam LST, each add'I tank
59 Private Fire Hydrants, each
60 Modification of a UST permit
61 Transfer UST to a new owner
62 UST - new install of flam. LST
a) 1st tank
b) Each additional tank
63 UST system alteration; minor tank and piping repair
Flammable and Combustible liquids - to install construct , or alter tank vehicles, equipment, tanks, plants, 64 terminals, wells, etc.
65 UST closure
66 Solar, gardens and landscaped roofs
67 Cryogenic fluids
68 Hazardous materials
69 High -piled Combustible Storage
70 Automatic Fire -Extinguishing Systems
Fee Effective
Sep 21, 2026
$424
$594
$528
$1,190
$893
$1,290
$893
$521
$670
$347
$2,009
$1,290
$893
$670
$2,157
$695
$794
$1,290
$595
See Suppression
Systems Fees for
inspection only
71 Compressed Gases $347
72 Emergency Responder Communication Coverage System
73 Energy Storage Systems
74 Fire Alarm and Detection Systems and Related Equipment 75 Fire Pumps and Related Equipment
76 Fuel Cell Power Systems
$699
$496
Fees for inspection
only
$566
$496
Note
25 803

City of Placentia

MASTER FEE SCHEDULE - FIRE PREVENTION FEES
Activity Description
77 Gas Detection Systems
78 Industrial Ovens
79 LP -Gas- Installation
a) Up to 1,000 gal
b) 1,001 to 10,000 gal
c) 10,001 or more gal
80 Motor Vehicle Repair Rooms and Booths
81 Plant Extraction Systems
82 Smoke Control or Smoke Exhaust Systems
83 Solor Photovoltaic Power Systems
84 Special Event Structure
85 Spraying or Dipping
86 Standpipe Systems
87 Temporary Membrane Structures and Tents

STATE MANDATED AND ROUTINE FIRE INSPECTION
88 Assemblies A Occupancy - Two (2) inspections included in operational permit Fee 89 B occupancy routine inspections - no operational permits, fire protection systems, etc. 90 B Occupancy Routine Inspections - with operational permits, fire protection systems, etc. 91 M, F, S occupancy routine inspections (initial inspection plus 1 re -inspection only) 92 E Occupancy — Schools, including private schools, other than daycare 93 I Occupancy — Hospital/Medical Facilities
Fee Effective
Sep 21, 2026
$440
$236
$189
$396
$594
$331
$755
$1,227
$566
$661
$566
$661
$496
$180
$273
$309
$386
$386
94 Jail/Lockup Facility Inspection $331
95 Group I-4, Day Care facilities $447
96 Day Care - commercial $249
97 Day Care - large family $249
98 Convalescent/Care Facility Inspections $249
99 Laboratory - L Occupancy $382
100 R-1 Occupancy— Hotel/Motel
Note
26 804

City of Placentia

MASTER FEE SCHEDULE - FIRE PREVENTION FEES
Activity Description
a) 1-30 untis
b) 31-50 units
c) 51 or more units
101 R-2 Occupancy— Multi -Family Residential
a) 3-10 units
b) 11-50 units
c) 51-75 units
d) 76 or more units
102 Fire Clearance Pre -Inspection
a) 25 occupants or less
b) 26 occupants or more
Fee Effective
Sep 21, 2026
$172
$219
$258
$134
$172
$331
$382
$184/Actual Cost
$237/Actual Cost
Note
27 805

City of Placentia

MASTER FEE SCHEDULE - POLICE FEES
Activity Description
Fee Effective
Sep 21, 2026
Alarms and Alarm System Permits
1 Alarm Permit
a) Commercial (Biennial Permit)
b) Residential (Biennial Permit)
2 False Alarms (each alarm after first 2 for permit holders, each alarm for non -permit holders Miscellaneous Permits
3 ABC Permit
a) One Day Non -Profit
b) Commercial
4 Bingo Permit
5 Fortune Tellers/Annual Renewal
a) Non -Profit
b) For Profit
6 Gaming Permit
a) Non -Profit
b) For Profit
7 Second Hand Dealer License/Renewal
a) Non -Profit
b) For Profit
8 Solicitor's Vendor's Permit/Renewal
a) Non -Profit
b) For Profit
9 Live Entertainment Permit
a) Non -Profit
b) For Profit
10 Carnival Permit Investigation
a) Non -Profit
b) For Profit
Other Police Fees/Services
11 Bike License
a) Per year
b) Three Year Renewal
12 Civil Subpoena
a) Officer and/or other staff- ( per day; actual costs per govt code 68096.1) $194
$66
$310
$175
$351
$62
$388
$775
$388
$775
$388
$775
$388
$775
$388
$775
$388
$775
$3
$5
Note
[a]
$275 [a]
28 806

City of Placentia

MASTER FEE SCHEDULE - POLICE FEES
Activity Description
Fee Effective
Sep 21, 2026
b) Clerical (Nonrefundable fee plus hourly rate paid in full upon completion of subpoena) $30/hr+$15 fee
c) Body Worn Camera (by subpoena only) (Nonrefundable fee, Digital Media Fee, plus hourly rate paid in $30/hr +$15 fee full upon completion of subpoena)
$25
d) Digitial Media fee (each flash drive/ disc)
13 Party Disturbance (Second Response) ($0 first courtesy response) 14 Property Release Fee
a) Victims and first appointments for property owners
b) All Others (includes "no shows")
15 Public Fingerprinting Fee (Plus DOJ/FBI fees)
Permit Parking
16 Residential Parking Permits
a) Each residence granted up to five (5) permanent permits and up to five (5) guest permits (each) 17 Temporary Parking Permit
$410
$0
$35
$36
$14
$2
Traffic
18 Citation Sign Off - Fix -It Ticket- No charge for Placentia Residents $19 Clearance Letter
19 Visa/Passport Clearance Letter $59
Vehicle Release Fee (Per Vehicle)
20 Vehicle Repossession Entry
21 Vehicle Release
a) Towed/ Stored (Non -DUI related) Impound Release
b) DUI Impound
c) Post Storage Hearing
Records
22 Copies
a) Police Reports (per report)
b) Location Premise History Search/Call For Service (per page) Facilties
23 Shooting Range Rental
a) Full Day (10 hours)
b) Half -day (5 hours)
c) Quarter -day (3 hours)
24 Emergency Operations Center (EOC)/ Training Room Rental (per hour) Animal Care Service Fees
25 Annual Dog License (12 months)
a) Neutered
b) Neutered, Sr Citizen discount
c)Neutered, Military discount
[a] Fee established by State of California.

Note
[a]
$15 [a]
$231
$344
$155
$10.00
$0.60
$1,300
$650
$425
$100
$51
$25
$25
29 807

City of Placentia

MASTER FEE SCHEDULE - CODE ENFORCEMENT FEES
Activity Description
Sidewalk Vending
1 Sidewalk Vending Permit
2 Compact Mobile Food Operations ≤ 25 sq. ft.
3 Vending of Goods & Merchandise from a vehicle Permit (Food trucks) 4 Administrative Appeal of Denial/Revocation of Sidewalk Vending Permit Miscellaneous Fees
5 Massage Establishment Permit
6 Code Enforcement Reinspection
Code Enforcement Hourly Rate
Fee Effective
Sep 21, 2026
$265
$106
$237 +$50/EE
$90
Note
[a]
[a] Hourly rate for Code Compliance inspections and/or reinspections required or requested for which no other fees are listed, requests for special event support, etc.
30 City of Placentia

MASTER FEE SCHEDULE - COMMUNITY SERVICES
Activity Description
1 Aquatic Programs
Swim Lessons
Aquatic Birthday Party Package
2 Contract Recreation Classes
Class Fees
Instructor/ City Percentages:

Classes held at City -Owned Facilities
Classes held at offsite / Non City -Owned Facilities
Administrative Fee for Classes
3 Youth Sports Programs (Participant Registration Fee)
Open Gym (per person)
Youth Sports Clinics (6 weeks)
Placentia Youth Basketball
4 Adult Sports Programs
Open Gym (per person)
Adult Futsal (Indoor Soccer)
Adult Soccer League (5v5)
Adult Basketball
5 Excursions/Seasonal Camps/Seniors
Excursion Camp (summer/Spring break/Winter Break)
a) Single Day
b) Multi -Day
Senior Excursions
a) Staff driving City bus
b) Train or Charter
6 Facility Rentals (based on 2 hr minimum) - Includes Set Up, Cleaning, Breakdown, and Overhead:

Permit Processing Fee (all users)
Whitten Center and Backs Building
Refundable Security Fee (Damage Deposit)
Resident
a) Main Room (150 Max)
i) Friday - Sunday
Fee Effective
Sep 21, 2026
$90-99
$300-399
Note
includes a 2
hour party
with cake
and pizza
for 12 kids
market price
60% Inst / 40%
City
65% Inst / 35%
City
$12
$5
$65 ages 4-7
$144
$5
$429 team fee
$429 team fee
$429 team fee
$47
$230
$35-100
$80-150
$25
$180
$97
31 City of Placentia

MASTER FEE SCHEDULE - COMMUNITY SERVICES
Activity Description
ii) Monday - Thursday
b) Room A or B (75 Max)
i) Friday - Sunday
ii) Monday - Thursday
Non Profit w/ Residency
a) Main Room (150 Max)
i) Friday - Sunday
ii) Monday - Thursday
b) Room A or B (75 Max)
i) Friday - Sunday
ii) Monday - Thursday
Non Profit w/o Residency
a) Main Room (150 Max)
i) Friday - Sunday
ii) Monday - Thursday
b) Room A or B (75 Max)
i) Friday - Sunday
ii) Monday - Thursday
Non Resident
a) Main Room (150 Max)
i) Friday - Sunday
ii) Monday - Thursday
b) Room A or B (75 Max)
i) Friday - Sunday
ii) Monday - Thursday
Commercial
a) Main Room (150 Max)
i) Friday - Sunday
ii) Monday - Thursday
b) Room A or B (75 Max)
i) Friday - Sunday
ii) Monday - Thursday
Kitchen (AII Users)
Aguirre and Powell Building (60 Max)
Refundable Deposit (Damage Deposit)
Fee Effective
Sep 21, 2026
$76
$76
$67
$117
$97
$88
$76
$148
$128
$116
$106
$132
$123
$153
$142
$171
$161
$121
Note
32 City of Placentia

MASTER FEE SCHEDULE - COMMUNITY SERVICES
Activity Description
Resident
a) Friday - Sunday
b) Monday - Thursday
Non Profit w/Residency
a) Friday - Sunday
b) Monday - Thursday
Non Profit w/o Residency
a) Friday - Sunday
b) Monday -Thursday
Non Resident
a) Friday - Sunday
b) Monday - Thursday
Commercial
a) Friday - Sunday
b) Monday - Thursday
Kitchen (AII Users)
Gomez Community Center (60 Max)
Refundable Deposit (Damage Deposit)
Resident
a) Friday - Sunday
b) Monday - Thursday
Non Profit w/ Residency
a) Friday - Sunday
b) Monday - Thursday
Non Profit w/o Residency
a) Friday - Sunday
b) Monday - Thursday
Non Resident
a) Friday - Sunday
b) Monday - Thursday
Commercial
a) Friday - Sunday
b) Monday - Thursday
7 Pool Rental (minimum rental 4 hours, includes set up and clean up) Hourly rental cost does not include lifeguards or security for larger events)
Gomez Center Pool Rental (per hour fee)
Fee Effective
Sep 21, 2026
$84
$76
$96
$88
$114
$106
$127
$117
$152
$146
$147
$121
$75
$65
$79
$69
$89
$79
$119
$110
$148
$138
$368
Note
33 811

City of Placentia

MASTER FEE SCHEDULE - COMMUNITY SERVICES
Activity Description
Refundable Deposit (Damage Deposit)
a) 3 lifeguards required for 25 person party. City assumes that 25 people include parents and all attendees for the birthday party or celebration. The fee is per guard/per hour. Max of 50 people.

Anything over 25 people requires an additional lifeguard) 8 Special Events
For Grass Areas
a) Damage Deposit
b) Per Hour (minimum 4 hours)
c) Porter Service fee (restrooms and trash)
d) limited parking areas: (max of 75 people) (flat fee for parking use) Arroyo Park
Los Ninos
Bradford
Los Vaqueros
e) with parking lots options (250 max) (flat fee for parking use) Kraemer
Mcfadden
Valadez Soccer field (Champions Sports Park)
f) additional fees
1 staff per 50 people
security fee if needed (anything over 100)
9 Special Event Vendor Fees
Community Based Organization (in partnership with City) Non -Profit Business
Business
Food Vendor (tent only)
Food Truck Vendor
10 Park Shelter / Table Rentals (based on 2 hr minimum- fees are per hour) Permit Processing Fee (all users)
Picnic Shelters
a) Refundable Security Fee (Cleaning / Damage Deposit) ALL b) Kraemer Picnic Shelter Rental Rate (per shelter area) i) Resident
ii) additional hours
i) Non Profit w/ Residency
ii) additional hours
Fee Effective
Sep 21, 2026
$121
$25
$360
$370
$115
$150
$150
$75
$75
$300
$300
$300
$25 per hour
$45 per hour
$50-$99
$100-$150
$250-$500
$150-$300
$250-$500
$25
$121
$65
$35
$70
$35
Note
34 812

City of Placentia

MASTER FEE SCHEDULE - COMMUNITY SERVICES
Activity Description
i) Non Profit w/o Residency
ii) additional hours
i) Non- Resident
ii) additional hours
i) Commercial
ii) additional hours
b) Koch Picnic Shelter Rental Rate (per shelter area)
i) Resident
ii) additional hours
i) Non Profit w/ Residency
ii) additional hours
i) Non Profit w/o Residency
ii) additional hours
i) Non- Resident
ii) additional hours
i) Commercial
ii) additional hours
Picnic Tables
a) Parque del Arroyo Verde Picnic Table Rental Rate
i) Resident
additional hours
i) Non Profit w/ Residency
ii) additional hours
i) Non Profit w/o Residency
ii) additional hours
i) Non- Resident
ii) additional hours
i) Commercial
ii) additional hours
b) Parque de los Vaqueros Picnic Table Rental Rate
i) Resident
additional hours
i) Non Profit w/ Residency
ii) additional hours
i) Non Profit w/o Residency
Fee Effective
Sep 21, 2026
$75
$40
$80
$40
$99
$50
$74
$35
$80
$40
$85
$45
$125
$60
$150
$75
$85
$42
$90
$45
$100
$50
$125
$65
$150
$75
$55
$25
$60
$30
$70
Note
35 City of Placentia

MASTER FEE SCHEDULE - COMMUNITY SERVICES
Activity Description
Fee Effective
Sep 21, 2026
ii) additional hours
i) Non- Resident
ii) additional hours
i) Commercial
ii) additional hours
c) Tuffree Park Picnic Table Rental Rate
i) Resident
additional hours
i) Non Profit w/ Residency
ii) additional hours
i) Non Profit w/o Residency
ii) additional hours
i) Non- Resident
ii) additional hours
i) Commercial
ii) additional hours
d) Placentia Champions Sports Complex Picnic Table Rental Rate i) Resident
ii) additional hours
i) Non Profit w/ Residency
ii) additional hours
i) Non Profit w/o Residency
ii) additional hours
i) Non- Resident
ii) additional hours
i) Commercial
ii) additional hours
11 Sportsfield Rentals (per hour)
Sporstfield Application Fee
a) Melrose Elementary School SB1
i) Resident
ii) Non Profit w/Residecy
iii) Non Profit w/o Residency
iv) Non Resident
v) Commercial
$35
$118
$50
$150
$75
$85
$42
$90
$45
$100
$50
$125
$65
$150
$75
$65
$35
$70
$35
$75
$40
$80
$40
$99
$50
Note
36 City of Placentia

MASTER FEE SCHEDULE - COMMUNITY SERVICES
Activity Description
b) Parque de los Ninos
i) Resident
ii) Non Profit w/Residecy
iii) Non Profit w/o Residency
iv) Non Resident
v) Commercial
c) Champions Sports Complex
i) Resident
ii) Non Profit w/Residecy
iii) Non Profit w/o Residency
iv) Non Resident
v) Commercial
c) Tuffree Park P4
i) Resident
ii) Non Profit w/Residecy
iii) Non Profit w/o Residency
iv) Non Resident
v) Commercial
d) Tuffree Park Baseball
i) Resident
ii) Non Profit w/Residecy
iii) Non Profit w/o Residency
iv) Non Resident
v) Commercial
d) Tuffree Park Tennis Courts 1 & 2
i) Resident
ii) Non Profit w/Residecy
iii) Non Profit w/o Residency
iv) Non Resident
v) Commercial
d) Valdez Middle School SB1
i) Resident
ii) Non Profit w/Residecy
iii) Non Profit w/o Residency
iv) Non Resident
v) Commercial
d) Torii Hunter Softball
i) Resident
ii) Non Profit w/Residecy
iii) Non Profit w/o Residency
iv) Non Resident
v) Commercial
Fee Effective
Sep 21, 2026
$6
$9
$12
$16
$27
$10
$12
$16
$27
$52
$6
$9
$12
$16
$27
$10
$12
$16
$27
$52
$25
$28
$30
$45
$100
$10
$12
$16
$27
$52
$10
$12
$16
$27
$52
Note
37 City of Placentia

MASTER FEE SCHEDULE - COMMUNITY SERVICES
Activity Description
12 Athletic Field Lighting (per hour)
Kraemer Middle School
a) P1
b) P13
c) P17
d) P2
e) SB1
f) SB2
Champions Sports Complex
a) Jensen
b) March
c) Munoz
d) Valadez
Tuffree Middle School
a) P1
b) P2
c) P3
d) P4
e) SB1
f) SB2
g) Tennis Court 1
h) Tennis Court 2
Melrose Elementary School SB1
Valadez Middle School SB1
13 Gym Rentals
Gyms Refundable Security Fee (Damage Deposit)
Oberle Gym (348 Max)/ Tynes (303 max)
a) Resident
b) Non Profit w/ residency
c) Non Profit w/o Residency
c) Non Resident
d) Commercial
Fee Effective
Sep 21, 2026
$15
$15
$20
$15
$20
$20
$20
$20
$20
$20
$20
$20
$16
$16
$20
$20
$12
$12
$20
$20
$120
$70
$75
$85
$95
$115
Note
38 Agenda Item No: 2.b

PLACENTIA CITY COUNCIL AGENDA REPORT
Meeting Date: July 21, 2026
Submitted by: Matthew Di Mario
From: Public Works
Subject:

PUBLIC HEARING FOR THE ANNEXATION OF PROPERTIES INTO STREET LIGHTING DISTRICT NO. 81-1
Financial Impact:

There is no fiscal impact associated with this recommended action.

Summary:

The City of Placentia administers Street Lighting District (SLD) 81-1 (District). Property owners in the District pay an assessment on their property tax bill for the maintenance of 814 streetlights within the district. Staff recommends that the City Council adopt a resolution for the approval of 3 new annexations into the District.

Recommended Action:

It is recommended that the City Council:

1. Open the Public Hearing concerning Resolution No. R-2026-53; and

2. Receive the Staff Report and consider all public testimony; and

3. Close the Public Hearing; and

4. Adopt Resolution No. R-2026-53, a Resolution of the City Council of the City of Placentia, California, ordering the annexation of territory to its Street Lighting District No. 81-1 (Annexation 2026/27-01) and approving the amended map for said District.

Strategic Plan Statement:

There is no specific strategic planning goal or objective associated with this agenda item.

Discussion:

The Placentia SLD 81-1 (District) was formed on June 2, 1981 by Resolution No. 81-R-133 of the City Council. The District incorporated the formerly City -run Santa Fe Street Lighting District as well as new areas of development in the City. The County of Orange ("County") operated street light assessment districts in Placentia prior to this action by the City Council.

The Orange County Street Light Assessment Districts ("OCSLAD") were formed by ad valorem tax rate areas and new developments were annexed into the OCSLAD with the consent of the City Council. The formation of SLD 81-1 was driven by the County taking a position to not annex new territory into the OCSLAD from that point of time forward and to transfer the responsibility of managing these Districts to Cities instead. Accordingly, all areas awaiting annexation and any new development in Placentia after that time were to be part of 817

the City's newly formed District. Upon formation of SLD 81-1, no further territory was annexed into the County's street lighting assessment district. Since that time, the District has absorbed 814 new streetlights installed throughout the City as it continued to develop and annex new properties in the 1980's and 90's. In 1992, the City administratively took over the areas served by OCSLAD and has since received the ad valorem tax revenue associated with those areas.

FY 2026-27 Annexations to the SLD
The proposed annexation parcels are directly related to the Sumner Village development at 440 N Jefferson St. These parcels are listed in the table below:

APN
Unit Type
346-162-05
Multi -family residential
346-162-06
Multi -family residential
346-162-08
Multi -family residential
Staff is recommending the adoption of Resolution No. R-2026-53 (Attachment 1) to approve the annexations of the requesting parcels into the SLD, listed in Exhibit A of R-2026-53.

Financial Summary:

There is no fiscal impact associated with this recommended action. A special tax levy will be presented to the City Council later in June 2027 to set the annual assessment on all parcels in the SLD for Fiscal Year 2027-28.

Attachments
Attachment 1 - Resolution No. R-2026-53
Attachment 1 - Exhibit C of Resolution No. R-2026-53
818

RESOLUTION NO. R-2026-53

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

PLACENTIA, CALIFORNIA, ORDERING THE ANNEXATION
OF TERRITORY TO ITS STREET LIGHTING DISTRICT NO.
81-1 (ANNEXATION 2026/27-01) AND APPROVING THE

AMENDED MAP FOR SAID DISTRICT
A. Recitals.
(i) The City Council of the City of Placentia ("City Council"), by adoption of Resolution No. 81-R-133, established the City's Street Lighting District No. 81-1 ("District") pursuant to the Landscaping and Lighting of 1972 being Part 2 of Division 15 of the California Streets and Highways Code (commencing with Section 25000) ("Act"). (ii) The landowners of the property ("Parcels") sought to be annexed to the District are listed in Exhibit "A" attached hereto and incorporated herein by reference. The landowners of the Parcels have submitted to the City petitions unanimously requesting and approving annexation of those Parcels ("Annexation Parcels") to the District. (iii) A boundary map entitled "Amended Map No. 2026/27-01 of Street Lighting District No. 81-1 of the City of Placentia, County of Orange, State of California", showing the extent of the proposed annexation, is attached hereto as Exhibit "B" to this Resolution and incorporated herein by reference ("Boundary Map").
(iv) The updated assessment being levied under the District are as set forth in the Engineer's Report of 2026-27, which assessments were approved by the City Council in Resolution No. R-2026-43. A copy of the Engineer's Report is attached hereto as Exhibit "C" and incorporated herein by reference.
(v) The City Council desires to annex the Annexation Parcels to the District.

B. Resolution.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF PLACENTIA, CALIFORNIA, DOES HEREBY RESOLVE AS FOLLOWS:

1. Recitals. The above recitals are all true and correct and are herein incorporated.

2. Special Election. A special election was held on July 21, 2026, and the landowners of the Annexation Parcels unanimously voted to be annexed to the District.

The City Council hereby certifies the results of the special election. The City Council hereby finds and determines that all proceedings and actions taken by the City Council pursuant to the Act were and are valid and in conformity with the Act.

Resolution No. R-2026-53

819

3. Annexation Ordered. The Annexation Parcels are hereby added to and part of the District with full legal effect. The Annexation Parcels are subject to the Special Tax levied in connection with the District. The updated tax is set forth in the Engineer's Report, attached hereto as Exhibit "C" and incorporated herein by reference.

4. Description of Services. The following is a general description of the services provided in the District: installation, maintenance, and servicing of street lighting improvements.

5. Amended Boundary Mao. The Boundary Map attached hereto as Exhibit "B" is hereby approved. This map amends, and does not supersede, the existing maps of the District. The City Council directs that said map be filed with the Orange County Recorder pursuant to Section 3113 of the Streets and Highways Code.

6. Notice of Special Tax Lien. The City Council directs the City Clerk to prepare a notice of special tax lien and that it be recorded pursuant to Section 3117.5 of the Streets and Highways Code with respect to the Annexation Parcel associated with the Boundary Map.

7. Severability. Should any provision, section, paragraph, sentence or word of this Resolution be rendered or declared invalid by any final court action in a court of competent jurisdiction or by reason of any preemptive legislation, the remaining provisions, sections, paragraphs, sentences or words of this resolution as hereby adopted shall remain in full force and effect.

8. Effective Date. This Resolution shall be effective immediately upon adoption.

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-2026-53

820

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
Exhibit A - List of Proposed SLD 81-1 Annexations
Exhibit B - Amended Map No. 2026/27-01
Exhibit C - Engineer's Report 2026-27 Street Lighting District 81-1 Resolution No. R-2026-53

821

EXHIBIT A
Annexation Parcels
List of Proposed SLD 81-1 Annexations
APN
346-162-05
346-162-06
346-162-08
Resolution No. R-2026-53

822

Doousign Envelope ID: FC8430FE-058E-64DA-83F1-7FC7C0686554

PETITION REQUESTING ANNEXATION INTO

CITY OF PLACENTIA ASSESSMENT DISTRICTS AND

CONSENTING TO ASSESSMENT
The undersigned hereby declare(s) as follows:

1. He or she is the owner of the property identified at the end of the petition (the "Property") or are authorized to submit this document on behalf of the owner of the Property.

2. No other persons or entities are required to execute this petition for it to be an effective petition with respect to the Property.

3. He or she requests that the Property be annexed to City of Placentia Street Lighting District No. 81-1 and to City of Placentia Landscape Maintenance District No. 92-1 (each a "District" and collectively, the "Districts").

4. Pursuant to Section 22608 of the Streets and Highways Code, he or she waives any requirement for resolutions, report, notices of hearing, and right of majority protest with respect to the requested annexations.

5. He or she understands that, upon annexation, the Property will be subject to annual assessments in connection with each District. These assessments will be collected annually on the County property tax bill and are in addition to the general property tax and any other taxes, fees, or assessments to which the Property is subject. He or she consents to the assessments.

6. With respect to the imposition of the assessments, he or she waives his or her rights, if any, to notice, protest, hearing, and assessment ballot proceeding pursuant to Article XIII D, Section 4 of the California Constitution, Sections 53750 et seq. of the Government Code, or any other applicable law. He or she specifically states that if an assessment ballot proceeding was conducted in connection with the assessment against the Property, he or she would not cast a ballot in opposition to the assessment.

I/we certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing is true and correct.
,-Slpned by:

Signature 1
shit Lt, Printed Name: Crystal Burckle
D5661976C05244A...

Signature 2: QtNA, t
8429B40C452140B
Printed Name: Alan Toffoli
Date: 6/10/2026 1 11:35:55 AM PDT
Date: 6/9/2026 13' 03:36 PM PDT
Printed Name of Property OWner(S): THE NEW HOME COMPANY SOUTHERN CALIFORNIA LLC & TIG 9 LLC 1 Resolution No. R-2026-53

823

Docusign Envelope ID:FC8430FE-058E-84DA-83F1-7FC7C0686554 Legal Description:

PARCELS 1, 2, 3, AND 4 OF VESTING TRACT MAP NO. 19300 FILED IN BOOK 346, PAGE 16,

INCLUSIVE, OF PARCEL MAPS, IN THE OFFICE OF THE COUNTY RECORDER ATTACHMENT "A"
Vicinity Map depicting Property to be Annexed into Assessment District 2 Resolution No. R-2026-53

824

EXHIBIT B
Amended Map No. 2026/27-01
Resolution No. R-2026-53

825

Legend
SLD 81-1 Parcels
- — - City Boundary
Resolution No. R-2026-53

Street Lighting
District (SLD) 81-1
Placentia GIS, Planning Division, Development Services Department

PLACENTIA
Rich Heritage, Bright Future
826

EXHIBIT C
ENGINEER'S REPORT 2026-27
STREET LIGHTING DISTRICT 81-1
Resolution No. R-2026-53

827

CITY OF PLACENTIA

ENGINEER'S REPORT
Street Lighting District No. 81-1
Fiscal Year 2026-27
Street Lighting District No. 81-1
June 2026
Intent Meeting: May 19, 2026
Public Hearing: June 16, 2026
828

City of Placentia
Street Lighting District No. 81-1
Engineer's Report, Fiscal Year 2026-27

ENGINEER'S REPORT AFFIDAVIT
City of Placentia
Street Lighting District 81-1
For Fiscal Year 2026-27
City of Placentia,
County of Orange, State of California
This Report describes the City of Placentia Street Lighting District 81-1 and proposed changes or modifications related thereto including the improvements, budgets, parcels, and assessments to be levied for Fiscal Year 2026-27 pursuant to the City's Resolution of Intention. Reference is hereby made to the Orange County Assessor's maps for a detailed description of the lines and dimensions within District. The undersigned respectfully submits the enclosed Report as directed by the City Council.

Dated this 16th day of June 2026.

By: C,
Christopher M. Tanio, PE
Director of Public Works/City Engineer

829

City of Placentia
Street Lighting District No. 81-1
Engineer's Report, Fiscal Year 2026-27

TABLE OF CONTENTS
Introduction 5
Engineer's Report and Continuation of Assessments 5
Street Lighting District Background 6
Legislative Analysis 6
Proposition 218 6
Silicon Valley Taxpayers Association, Inc. v Santa Clara County Open Space Authority (2008) 44 Cal. 4th 431 6
Dahms v. Downtown Pomona Property (2009) 174 Cal. App. 4th 708 8 Bonander v. Town of Tiburon (2009) 180 Cal. App. 4th 103 8 Beutz v. County of Riverside (2010) 184 Cal. App. 4th 1516 8 Golden Hill Neighborhood Association v. City of San Diego (2011) 199 Cal. App. 4th 416 9
Compliance with Current Law 9
Plans & Specifications 10
Fiscal Year 2026-27 Estimate of Cost and Budget 11
Budget for Fiscal Year 2026-27 11
Method of Assessment Apportionment 12
Discussion of Benefit 12
Special Benefit 13
Creation of Individual Lots for Residential and Commercial Use that, in Absence of the Assessments, Would Not Have Been Created 13
Improved Visibility and Safety 14
Improved Access 14
Improved Community Character and Vitality 14
General Versus Special Benefit 14
Quantification of General Benefit 15
Step 1 — Calculate the general benefit 16

830

City of Placentia
Street Lighting District No. 81-1
Engineer's Report, Fiscal Year 2026-27
Step 2 — Calculate the Current General Benefit Contribution from the City 16 Method of Apportionment 17
Annual Assessment Calculation 19
Duration of Assessment 19
Appeals of Assessments Levied to Property 20
Assessment Statement 20
Assessment Diagram 22
Assessment Roll 23

831

City of Placentia
Street Lighting District No. 81-1
Engineer's Report, Fiscal Year 2026-27

INTRODUCTION
The City of Placentia (the "City") serves and maintains streetlights and associated improvements (the "Improvements") in certain parts of the City. In order to fund the maintenance and operation (the "Services") of these projects and improvements, the City has formed Street Lighting District No. 81-1 ("District"). This Engineer's Report ("Report") was prepared to establish the budget for maintenance and operation of the Improvements (as described below) that will be funded by the 2026-27 assessments and other revenue, and to determine the general and special benefits received from the Improvements by property within the District and the method of assessment apportionment to lots and parcels. This Report and the assessments have been made pursuant to the Landscaping and Lighting Act of 1972, Part 2 of Division 15 of the California Streets and Highways Code (the "Act") and Article XIIID of the California Constitution (the "Article").

ENGINEER'S REPORT AND CONTINUATION OF ASSESSMENTS
The assessment has been continued for over 30 years. In each subsequent year for which the assessments will be continued, the Placentia City Council (the "Council") must direct the preparation of an Engineer's Report, budgets, and proposed assessments for the upcoming fiscal year. After the report is completed, the City Council may preliminarily approve the Engineer's Report and the continued assessments and establish the date for a public hearing on the continuation of the assessments. Accordingly, this Engineer's Report (the "Report") was prepared pursuant to the direction of the City Council.

As required by the Act, this Report includes plans and specifications, a diagram or map of the District, the benefits received by property from the Improvements within the District, and the method of assessment apportionment to lots and parcels within the District.

If the Council approves this Engineer's Report and the continuation of the Assessments by resolution, a notice of public hearing must be published in a local newspaper at least 10 days prior to the date of the public hearing. The resolution preliminarily approving the Engineer's Report and establishing the date for a public hearing is typically used for this notice.

Following the minimum 10 -day period after publishing the notice, a public hearing is held for the purpose of allowing public testimony about the proposed continuation of the Assessments. This hearing is currently scheduled for June 16, 2026. At this hearing, the

832

City of Placentia
Street Lighting District No. 81-1
Engineer's Report, Fiscal Year 2026-27
Council will consider approval of a resolution confirming the continuation of the Assessments for Fiscal Year 2026-27. If so confirmed and approved, the Assessments would be submitted to the Orange County Auditor/Controller for inclusion on the property tax rolls for Fiscal Year 2026-27.

STREET LIGHTING DISTRICT BACKGROUND
Street Lighting District No. 81-1 was formed in 1981. Prior to that, the County of Orange had established and maintained street lighting assessment districts within the City of Placentia. After the passage of Proposition 13 in 1978, the County decided to cease annexations to its existing districts. In response to that, the City formed its own district (No. 81-1) to allow for future development to be included in an assessment district providing street lighting services.

The portions of the City previously included in the County's street light assessment remained under the County's jurisdiction until 1996, when the City took over management of those areas. However, they were not annexed into District No. 81-1, and continue to be funded and operated separately from the District. Therefore, those areas and the parcels therein are not included in this report or the assessment calculations herein.

LEGISLATIVE ANALYSIS
PROPOSITION 218
The Right to Vote on Taxes Act was approved by the voters of California on November 6, 1996, and is now Article XIIIC and XIIID of the California Constitution. Proposition 218 provides for benefit assessments to be levied to fund the cost of providing services and improvements, as well as maintenance and operation expenses to a public improvement which benefits the assessed property.

SILICON VALLEY TAXPAYERS ASSOCIATION, INC. V SANTA CLARA COUNTY OPEN SPACE AUTHORITY (2008) 44 CAL. 4TH 431
In July of 2008, the California Supreme Court issued its ruling on the Silicon Valley Taxpayers Association, Inc. v. Santa Clara County Open Space Authority ("SVTA"). This ruling is significant in that the Court clarified how Proposition 218 made changes to the determination of special benefit. The Court also found that:
• Benefit assessments are for special benefits to property, not general benefits.

833

City of Placentia
Street Lighting District No. 81-1
Engineer's Report, Fiscal Year 2026-27
• The services and/or improvements funded by assessments must be clearly defined
• Assessment districts must be drawn to contain all parcels that receive a special benefit from a proposed public improvement.
• Assessments paid in each assessment district must be proportional to the special benefit received by each such parcel from the improvements and services funded by the assessment.

This Engineer's Report and the process used to establish the continuation of the assessments for Fiscal Year 2026-27 are consistent with the SVTA decision and with the requirements of Article XIIIC and XIIID of the California Constitution based on the following factors:

1. The District is drawn to include the entire City; although only parcels deriving special benefits are included in the assessment rolls. Thus, zones of benefit are not required and the assessment revenue derived from real property in the District is extended only on the Improvements in the District.

2. The Improvements which are constructed and maintained with assessment proceeds in the District are located in close proximity to the real property subject to the assessment. The Improvements provide illumination to streets and sidewalks enabling improved access to the residents of such assessed property. The proximity of the Improvements to the assessed parcels and the improved access and increased safety provided to of the residents of the assessed parcels by the Improvements provides a special benefit to the parcel being assessed pursuant to the factors outlined by the Supreme Court in that decision.

3. Due to their proximity to the assessed parcels, the Improvements financed with assessment revenues in the District benefit the properties in that District in a manner different in kind from the benefit that other parcels of real property in the City derive from such Improvements, and the benefits conferred on such property in the District are more extensive than a general increase in property values.

834

City of Placentia
Street Lighting District No. 81-1
Engineer's Report, Fiscal Year 2026-27

4. The assessments paid in the District are proportional to the special benefit that each parcel within that Assessment District receives from the Improvements because:
a. The specific lighting Improvements and maintenance and utility costs thereof in the District and the costs thereof are specified in this Report; and

5. Such Improvement and maintenance costs in the District are allocated among different types of property located within the District, and equally among those properties which have similar characteristics, such as single-family residential parcels, multi -family residential parcels, commercial parcels, industrial parcels, etc.

DAHMS V. DOWNTOWN POMONA PROPERTY (2009) 174 CAL. APP. 4TH 708 On June 8, 2009, the 4th Court of Appeal amended its original opinion upholding a benefit assessment for property in the downtown area of the City of Pomona in Dahms v.

Downtown Pomona Property ("Dahms"). On July 22, 2009, the California Supreme Court denied review. In Dahms the Court upheld an assessment that was 100`)/0 special benefit (i.e. 0% general benefit) on the rationale that the services and improvements funded by the assessments were directly provided to property in the assessment district. The Court also upheld discounts and exemptions from the assessment for certain properties.

BONANDER V. TOWN OF TIBURON (2009) 180 CAL. APP. 4TH 103 On December 31, 2009, in Bonander v. Town of Tiburon ("Bonander"), the 1st District Court of Appeal overturned a benefit assessment approved by property owners to pay for placing overhead utility lines underground in an area of the Town of Tiburon. The Court invalidated the assessments primarily on the grounds that the assessments had been apportioned to assessed property based in part on relative costs within sub -areas of the assessment district instead of the overall cost of the improvements and the overall proportional special benefits.

BEUTZ V. COUNTY OF RIVERSIDE (2010) 184 CAL. APP. 4TH 1516 On May 26, 2010 the 4th District Court of Appeals issued a decision in the Steven Beutz V. County of Riverside ("Beutz"). This decision overturned an assessment for park maintenance in Wildomar, California, primarily because the general benefits associated

835

City of Placentia
Street Lighting District No. 81-1
Engineer's Report, Fiscal Year 2026-27
with improvements and services was not explicitly calculated, quantified and separated from the special benefits.

GOLDEN HILL NEIGHBORHOOD ASSOCIATION V. CITY OF SAN DIEGO (201 1) 199 CAL. APP. 4TH 416
On September 22, 2011, the San Diego Court of Appeal issued a decision on the Golden Hill Neighborhood Association v. City of San Diego appeal. This decision overturned an assessment for street and landscaping maintenance in the Greater Golden Hill neighborhood of San Diego, California. The court described two primary reasons for its decision. First, like in Beutz, the court found the general benefits associated with services were not explicitly calculated, quantified, and separated from the special benefits.

Second, the court found that the City had failed to record the basis for the assessment on its own parcels.

COMPLIANCE WITH CURRENT LAW
This Engineer's Report is consistent with the requirements of Article XIIIC and XIIID of the California Constitution and with the SVTA decision because the Improvements to be funded are clearly defined; the Improvements are directly available to and will directly benefit property in the District; and the Improvements provide a direct advantage to property in the District that would not be received in absence of the Assessments.

This Engineer's Report is consistent with Beutz, Dahms and Greater Golden Hill because the Improvements will directly benefit property in the District and the general benefits have been explicitly calculated and quantified and excluded from the Assessments. The Engineer's Report is consistent with Bonander because the Assessments have been apportioned based on the overall cost of the Improvements and Services and proportional special benefit to each property, rather than the proportional cost to the District to provide the Improvements to specific properties.

836

City of Placentia
Street Lighting District No. 81-1
Engineer's Report, Fiscal Year 2026-27

PLANS & SPECIFICATIONS
The work and Improvements proposed to be undertaken by the City and the cost thereof paid from the levy of the annual assessment provide special benefit to Assessor Parcels within the District defined in the Method of Assessment herein. Consistent with the Landscaping and Lighting Act of 1972, (the "Act"), the Improvements are generally described as follows:

Facilities and Improvements
The facilities and improvements within the District are defined as street light standards, their appurtenances and energy and maintenance costs to operate them. Street lighting systems in the District consist of Edison -owned lights as of the date of this report, as shown below:

Table 1— District Facilities
Type of Light
No. of Lights
Size of Lumens
Owner
Sodium Vapor
31 5,800
S.C.E.

Sodium Vapor
43 9, 500
S.C.E.

Sodium Vapor
222
16, 000
S. C.E.

Sodium Vapor
518
22,000
S.C.E.

Total
814
Scope of Work
Southern California Edison company (S.C.E) shall be the supplier of electrical energy for all of the above listed streetlights as well as providing needed maintenance and replacements for those streetlights owned by S.C.E. Costs for electrical energy and maintenance of S.C.E-owned streetlights shall be billed to the City by S.C.E. The City shall disburse payments to S.C.E. from the Special Fund established for the District.

Costs incurred by the City for: administration, engineering, operations and other related requirements shall be paid by the District's Special Fund for those costs.

Changes and Modifications to the District
Modifications to the District structure could include but are not limited to:

837

City of Placentia
Street Lighting District No. 81-1
Engineer's Report, Fiscal Year 2026-27
• Substantial changes or expansion of the improvements provided. • Substantial changes in the service provided.
• Modifications or restructuring of the district including annexation or detachment of specific parcels.
• Revisions in the method of apportionment
• Proposed new or increased assessments.

FISCAL YEAR 2026-27 ESTIMATE OF COST AND BUDGET
BUDGET FOR FISCAL YEAR 2026-27
The 1972 Act provides that the total costs for providing the maintenance and servicing of the District Improvements and facilities can be recovered in the assessment spread including incidental expenses. The latter can include engineering fees, legal fees, printing, mailing, postage, publishing, and all other costs identified with the District proceedings.

An estimate of District costs for fiscal year 2026-27 for the maintenance and servicing of the Improvements is provided below.

Table 2 — FY 2026-27 Estimate of Costs
Expenditure Item
Amount
Electricity
$ 197,245
Estimated Expenditures
$ 197,245
Revenue Item
Amount
Direct Benefit Assessments
$ 140,934
General Fund Contribution
$ 56,311
Estimated Revenues
$ 197,245
Budget Allocation to Parcels
Assessment per Assessment Unit (AU)
$ 27.38
Total Assessment Units (AUs)
5,147
Total Assessment Budget
$ 140,934

838

City of Placentia
Street Lighting District No. 81-1
Engineer's Report, Fiscal Year 2026-27
Notes to Estimate of Costs:

A. The Act requires that proceeds from the assessments must be deposited into a special fund that has been set up for the revenues and expenditures of the District. Moreover, funds raised by the assessment shall be used only for the purposes stated within this Report. Any balance remaining at the end of the Fiscal Year, June 30, must be carried over to the next Fiscal Year. The District may also establish a reserve fund for contingencies and special projects as well as a capital improvement fund for accumulating funds for larger capital improvement projects or capital renovation needs. Any remaining balance would either be placed in the reserve fund, the capital improvement fund, or would be used to reduce future years' assessments.

B. The rate shown here is for an Assessment Unit (single family home or its equivalent). For the definition of the term AU and rates for other types of property, see the section titled, "Method of Assessment" and the sections following it in this report.

METHOD OF ASSESSMENT APPORTIONMENT
This section of the Engineer's Report includes an explanation of the benefits to be derived from the installation, maintenance and servicing of the Improvements throughout the District and the Assessment methodology used to apportion the total Assessment to properties within the Assessment District.

The District consists of certain assessor parcels within the boundaries as defined by the Assessment Diagram referenced in this report and the parcels identified by the Assessor Parcel Numbers listed with the levy roll. The parcel list includes all privately and publicly owned parcels as shown. The method used for apportioning the Assessment is based on the proportional special benefits to be derived by the properties in the District over and above general benefits conferred on real property or to the public at large. The apportionment of special benefit is a two-step process: the first step is to identify the types of special benefit arising from the Improvements, and the second step is to allocate the Assessments to property based on the estimated relative special benefit for each type of property.

DISCUSSION OF BENEFIT
In summary, the Assessments can only be levied based on the special benefit to property.

This benefit is received by property over and above any general benefits. With reference to the requirements for assessments, Section 22573 of the Landscaping and Lighting Act of 1972 states:
"The net amount to be assessed upon lands within an assessment district may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels in proportion to the estimated benefits to be

839

City of Placentia
Street Lighting District No. 81-1
Engineer's Report, Fiscal Year 2026-27
received by each such lot or parcel from the improvements." Proposition 218, as codified in Article XIIID of the California Constitution, has confirmed that assessments must be based on the special benefit to property and that the value of the special benefits must exceed the cost of the assessment:
"No assessment shall be imposed on any parcel which exceeds the reasonable cost of the proportional special benefit conferred on that parcel." The following benefit categories summarize the types of special benefit to residential, commercial, industrial, and other lots and parcels resulting from the Improvements to be provided with the assessment proceeds. These types of special benefit are summarized as follows:

A. Creation of individual lots for residential and commercial use that, in absence of the Assessments, would not have been created.

B. Improved visibility and safety
C. Improved access
D. Improved community character and vitality

SPECIAL BENEFIT
The special benefits from the Improvements are further detailed below:

CREATION OF INDIVIDUAL LOTS FOR RESIDENTIAL AND COMMERCIAL USE

THAT, IN ABSENCE OF THE ASSESSMENTS, WOULD NOT HAVE BEEN

CREATED
In most of the District, the original owner/developer(s) of the property within the District agreed unanimously to the Assessments. The Assessments provide the necessary funding for public improvements that were required as a condition of development and subdivision approval. Therefore, such Assessments allowed the original property to be subdivided and for development of the parcels to occur. As parcels were sold, new owners were informed of the Assessments through the title reports, and in some cases, through Department of Real Estate "White Paper" reports that the parcels were subject to assessment. Purchase of property was also an "agreement" to pay the Assessment.

Therefore, in absence of the Assessments, the lots within most of the District would not have been created. These parcels, and the improvements that were constructed on the parcels, receive direct advantage and special benefit from the Assessments.

840

City of Placentia
Street Lighting District No. 81-1
Engineer's Report, Fiscal Year 2026-27

IMPROVED VISIBILITY AND SAFETY
Well maintained, effective street lighting provides a special benefit to proximate parcels, within the range of the light, because it allows for safer and improved use of the property in the evenings and at night. Street lighting provides special benefits as it increases neighborhood safety and reduces the likelihood of crime on the proximate parcels. Over time, the Improvements continue to confer a particular and distinct special benefit upon parcels within the District because of the nature of the Improvements. The proper maintenance of the streetlights and appurtenant facilities reduces property -related crimes, especially vandalism, against assessed properties in the District.

IMPROVED ACCESS
Well maintained, effective street lighting enhances ingress, egress and accessibility of all forms to the assessed parcels in the evening and at night by increasing visibility. Improved visibility also helps prevent local and pedestrian traffic accidents related to the assessed parcels.

IMPROVED COMMUNITY CHARACTER AND VITALITY
Well maintained, effective street lighting promotes evening and nighttime social interaction of residents and customers of businesses and industry. This creates a positive atmosphere and enhances the community image in the evening and at night for the assessed parcels.

All of the above -mentioned items also contribute to a specific enhancement to each of the parcels within the District. The proximate streetlights clearly make each parcel safer, more visible, more accessible, more useful, more valuable, and more desirable; and this further strengthens the basis of these Assessments.

GENERAL VERSUS SPECIAL BENEFIT
The proceeds from the District are used to fund Improvements and increased levels of maintenance to the public facilities that serve and benefit the assessed properties in the District. In absence of the District, such Improvements would not be properly maintained.

Therefore, the District's purpose is to ensure that the necessary and beneficial public facilities for property in the District are properly maintained and repaired over time. The assessments will ensure that street lighting and associated improvements within and adjacent to the District are functional, well maintained and safe. These public resources directly benefit the property in the District and will confer distinct and special benefits to the assessed properties within the District. Moreover, in absence of assessments, a condition of development would not be met and future construction in the District could be denied. The creation of individual lots, if any, and the approval for construction in the

841

City of Placentia
Street Lighting District No. 81-1
Engineer's Report, Fiscal Year 2026-27
District, is the overriding clear and distinct special benefit conferred exclusively on property in the District and not enjoyed by other properties outside the District. Therefore, the assessments solely provide special benefit to assessed property in the District over and above the general benefits conferred to the public at large or properties outside the District.

Although the Improvements maintained by the Services may be available to the general public at large, the Improvements and Services are specifically designed, located and created to provide additional and improved resources for property inside the District, and not the public at large. Other properties that are outside the District do not enjoy the unique proximity and other special benefit factors described previously. These Improvements and Services are of special benefit to properties located within the District because they provide a direct advantage to properties in the District that would not be provided in absence of the Assessments. Any general benefits to surrounding properties outside of the District, if any there were, are collateral and conferred concomitantly.

QUANTIFICATION OF GENERAL BENEFIT
Although the analysis used to support these assessments concludes that the benefits are solely special, as described above, consideration is made for the suggestion that a portion of the benefits are general. General benefits cannot be funded by these assessments — the funding must come from other sources.

The maintenance and servicing of these improvements is also partially funded, directly and indirectly from other sources including the City of Placentia, Orange County, and the State of California. This funding comes in the form of grants, development fees, special programs, and general funds, as well as direct maintenance and servicing of other co - located facilities (e.g., curbs, gutters, streets, drainage systems, etc.). This funding from other sources more than compensates for general benefits, if any, received by the properties within the District.

In the 2009 Dahms case, the court upheld an assessment that was 100% special benefit on the rationale that the services funded by the assessments were directly provided within the assessment district. It is also important to note that the improvements and services funded by the assessments in Pomona are similar to the improvements and services funded by the Assessments described in this Engineer's Report, and the Court found these improvements and services to be 100% special benefit. Also similar to the assessments in Pomona, the Assessments described in this Engineer's Report fund Improvements and Services directly provided within the District, and every benefiting property in the District enjoys proximity and access to the Improvements. Therefore, Dahms establishes a basis for minimal or zero general benefits from the Assessments

842

City of Placentia
Street Lighting District No. 81-1
Engineer's Report, Fiscal Year 2026-27
STEP 1 — CALCULATE THE GENERAL BENEFIT
The General Benefits from this assessment may be quantified as illustrated in the following table.

Benefit Factor Relative
Weight
General
Benefit
Contribution
Relative
General
Benefit
Creation of individual lots for development or
approval of building permits
85 0%
0 Improved nighttime visibility and safety
5 25%

1.25 Improved Access
5 25%

1.25 Improved Community Character and Vitality
5 25%

1.25 Total
100
Total Calculated General
Benefit

3.75 3.75%
As a result, the City of Placentia will contribute at least 2.5% of the total budget from sources other than the assessment. This contribution offsets any general benefits from the Assessment Services.

STEP 2 — CALCULATE THE CURRENT GENERAL BENEFIT CONTRIBUTION

FROM THE CITY
This general benefit contribution is the sum of the following components:

The City of Placentia owns, maintains, rehabilitates, and replaces curb and gutter along the border of the District improvements. This curb and gutter serve to support, contain, retain, manage irrigation flow and growth, and provide a boundary for the Improvements.

The contribution from the City of Placentia towards general benefit from the maintenance, rehabilitation, and replacement of the curb and gutter is conservatively estimated to be 1 %.

The City of Placentia owns and maintains a storm drainage system along the border of District Improvements. This system serves to prevent flooding and associated damage to the improvements and manage urban runoff including local pollutants loading from the Improvements. The contribution from the City of Placentia towards general benefit from

843

City of Placentia
Street Lighting District No. 81-1
Engineer's Report, Fiscal Year 2026-27
the maintenance and operation of the local storm drainage system is conservatively estimated to be 1%.

The City of Placentia owns and maintains local public streets along the border of the District Improvements. These public streets provide access to the Improvements for its enjoyment as well as efficient maintenance. The contribution from the City of Placentia towards general benefit from the maintenance of local public streets is conservatively estimated to be 1%.

The value of the construction of the improvements can be quantified and monetized as an annuity. Since this construction was performed and paid for by non -assessment funds, this "annuity" can be used to offset general benefit costs and is conservatively estimated to contribute 10%.

Therefore, the total General Benefit is conservatively quantified at 2.5% which is more than offset by the total non -assessment contribution towards general benefit of 13%.

METHOD OF APPORTIONMENT
The development of an Assessment methodology requires apportioning to determine the relative special benefit for each property. As the District was formed by a different engineer of record, the precise language from the most recent Engineer's Report is included below:

The methodology used fairly distributes the cost of the street lighting system in relation to the benefits received. For Fiscal Year 2024-25 there are 3,696 parcels of property in the District, grouped into one of three benefit zones for assessment purposes. The District was originally established with five benefit zones (A though E) to distinguish variations in benefit. However, Zone C is no longer applicable.

The five benefit zones originally established for the District include the following:

Zone A: Single Family residential, whether detached or condominium.

Zone B: Commercial, industrial, churches, apartments, etc., either developed or in process of development.

Zone C: Parcels in the former Santa Fe Lighting District No. 1. This zone designation was originally established to distinguish specific non-residential

844

City of Placentia
Street Lighting District No. 81-1
Engineer's Report, Fiscal Year 2026-27
parcels that were previously part of the Santa Fe Lighting District No. 1 and were annexed to this District. Originally, the assessments for these parcels included a temporary loan. The loan recoupment has been satisfied and these parcels are now included as part of Zone B.

Zone D: Parcels that have a recorded tentative or final map, but are not yet developed.

Zone E: Open Space, street areas, or landscape strip parcels are considered to receive no benefit. Parcels within this zone are exempt from assessment.

The basic methodology of apportionment developed for this District in 1981-82 is based on assessment unit. This methodology assigns each residential parcel in Zone A one assessment unit (AU). The relationship between residential parcels in Zone A and acreage parcels in Zone B was established at a six to one ratio based on general density figures for the City. Zone C originally designated parcels that were part of the former Santa Fe Street Lighting District No. 1. The assessments for parcels in Zone C originally included the conversion improvement costs associated with these parcels and were spread over a two-year period. These conversion costs have been satisfied and the Zone C parcels are now included in Zone B. Zone C has been eliminated. Zone D designates parcels where the final tract or parcel maps have been approved and recorded, however construction is not yet in progress. This zone is assessed at 30% of one assessment unit per parcel or proposed parcels based on the approved tract map, whichever is the greater of the two.1
From the 2013-14 Engineer's Annual Levy Report, City of Placentia, Street Lighting District No. 81-1, dated June 4, 2013. Zone E was reported to have 33 parcels, but they were not identified in the accompanying data. Therefore those parcels are not included in the current data.

Because they are exempt from assessment, there is no effect on the assessment apportionment calculation

845

City of Placentia
Street Lighting District No. 81-1
Engineer's Report, Fiscal Year 2026-27

ANNUAL ASSESSMENT CALCULATION
For Fiscal Year 2026-27, the rate of Assessments for the District is not increased from prior years. The Calculations for maintenance, service and incidentals follows:

Table 3 — Assessment Calculation
Zone
Quantity
AU Ratio
Factor
Assessment Units
A
3,517 parcels
x

1.00 =
3,517.00
B
261.021 acres
x

6.00 =
1,566.13
D
214 units
x

0.30 =

64.20 Total Assessment Units
5,147.33
AU Cost $ 140,933.90 /
5147.33
=
$

27.38 Zone Assessments
Zone A
Single Family
Each parcel is assessed at one assessment unit:
$27.38 x 1.0 $27.38 /Parcel
Zone B
Comm, Industrial
Each Acre is assessed at 10 assessment units:
$27.38 x 6.00 = $164.28 / Acre
Zone D
Multi -Family
Each Unit is assessed at 0.70 assessment units:
$27.38 x 0.30 = $8.21 /Unit

DURATION OF ASSESSMENT
The District was formed or annexed in previous years. It is proposed that the Assessments be continued every year after their formation or annexation, so long as the public Improvements need to be maintained and improved, and the City requires funding from the Assessments for these Improvements in the Assessment Districts. As noted previously, the Assessment can continue to be levied annually after the City Council approves an annually updated Engineer's Report, budget for the Assessment, Improvements to be provided, and other specifics of the Assessment. In addition, the City Council must hold an annual public hearing to continue the Assessment.

846

City of Placentia
Street Lighting District No. 81-1
Engineer's Report, Fiscal Year 2026-27

APPEALS OF ASSESSMENTS LEVIED TO PROPERTY
Any property owner who feels that the Assessment levied on the subject property is in error as a result of incorrect information being used to apply the foregoing method of assessment may file a written appeal with the City of Placentia City Administrator or his or her designee. Any such appeal is limited to correction of an Assessment during the then -current Fiscal Year and applicable law. Upon the filing of any such appeal, the City Administrator or his or her designee will promptly review the appeal and any information provided by the property owner. If the City Administrator or his or her designee finds that the Assessment should be modified, the appropriate changes shall be made to the Assessment Roll. If any such changes are approved after the Assessment Roll has been filed with the County for collection, the City Administrator or his or her designee is authorized to refund to the property owner the amount of any approved reduction. Any dispute over the decision of the City Administrator or his or her designee shall be referred to the Placentia City Council, and the decision of the City Council shall be final.

ASSESSMENT STATEMENT
Whereas, the City of Placentia directed the undersigned engineer of Work to prepare and file a report presenting an estimate of costs, a Diagram for the District and an assessment of the estimated costs of the Improvements upon all assessable parcels within the District; Now, Therefore, the undersigned, by virtue of the power vested in me under the Act, Article XIIID of the California Constitution, and the order of the Placentia City Council, hereby makes the following Assessment to cover the portion of the estimated cost of the Improvements, and the costs and expenses incidental thereto to be paid by the District.

The amount to be paid for said Improvements and the expense incidental thereto, to be paid by the District for the Fiscal Year 2026-27 is generally as follows:

Table 4 — FY 2026-27 Summary Cost Estimate
Operating Expenses $ 197,245
Total for Services $ 197,245
Less General Fund Contribution $ 140,934
Less Other Revenue $ 56,311
Net Amount of Assessments $ 140,934

847

City of Placentia
Street Lighting District No. 81-1
Engineer's Report, Fiscal Year 2026-27
As required by the Act, an Assessment Diagram of the District is hereto attached and incorporated herein by reference. The distinctive number of each parcel or lot of land in the District is its Assessor Parcel Number appearing on the Assessment Roll.

I do hereby assess and apportion the net amount of the cost and expenses of the Improvements, including the costs and expenses incident thereto, upon the parcels and lots of land within the District, in accordance with the special benefits to be received by each parcel or lot, from the Improvements, and more particularly set forth in the Estimate of Cost and Method of Assessment in the Report.

The Assessment is made upon the parcels or lots of land within the District in proportion to the special benefits to be received by the parcels or lots of land, from the Improvements.

Each parcel or lot of land is described in the Assessment Roll by reference to its parcel number as shown on the Assessor's Maps of the County of Orange for the Fiscal Year 2026-27. For a more particular description of the property, reference is hereby made to the deeds and maps on file and of record in the office of the County Recorder of the County.

I hereby will place opposite the Assessor Parcel Number for each parcel or lot within the Assessment Roll, the amount of the assessment for the Fiscal Year 2026-27 for each parcel or lot of land within the District.

Date: June 16, 2026
Director of Public Works
Christopher M. Tanio, PE

848

City of Placentia
Street Lighting District No. 81-1
Engineer's Report, Fiscal Year 2026-27

ASSESSMENT DIAGRAM
The District boundary is conterminous with the City Limits. The parcels to be assessed in Street Lighting District No. 81-1 are shown on the Assessment Diagram, which is on file with the City Clerk of the City of Placentia, and includes all those properties included in the original formation of the District and subsequent annexations. The following Assessment Diagram is for general location only and is not to be considered the official boundary map. The lines and dimensions of each lot or parcel within the District are those lines and dimensions as shown on the maps of the Assessor of the County of Orange, for Fiscal Year 2026-27, and are incorporated herein by reference, and made a part of this Diagram and this Report.

LEGEND
PLACENTIACkTY LIMIT & SLID No 81.1 BOUNDARY
I . . _IASSESSEO PARCELS

849

City of Placentia
Street Lighting District No. 81-1
Engineer's Report, Fiscal Year 2026-27

ASSESSMENT ROLL
An Assessment Roll (a listing of all parcels assessed within the District and the amount of the Assessment) will be filed with the City Clerk and is, by reference, made part of this Report and is available for public inspection during normal office hours at the City Hall at 401 East Chapman Avenue, Placentia, California 92870.

Each lot or parcel listed on the Assessment Roll is shown and illustrated on the latest County Assessor records and these records are, by reference, made part of this Report.

These records shall govern all details concerning the description of the lots or parcels.

850

SLD 81-1 Engineers Report - FY 2026-27 -
revised
Final Audit Report
2026-06-02
Created: 2026-06-02
By: Matthew Di Mario ([email protected])
Status: Signed
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851

Agenda Item No: 2.c

PLACENTIA CITY COUNCIL AGENDA REPORT
Meeting Date: July 21, 2026
Submitted by: Matthew Di Mario
From: Public Works
Subject:

PUBLIC HEARING FOR THE ANNEXATION OF PROPERTIES INTO LANDSCAPE MAINTENANCE DISTRICT NO. 92-1
Financial Impact:

There is no fiscal impact associated with this recommended action.

Summary:

The City of Placentia administers Landscape Maintenance District (LMD) 92-1 (District).

Property owners in the District pay an assessment on their property tax bill for the maintenance of common area landscaping. Staff recommends that the City Council adopt a resolution for the approval of 3 new annexations into the District.

Recommended Action:

It is recommended that the City Council:

1. Open the Public Hearing concerning Resolution No. R-2026-54; and

2. Receive the Staff Report and consider all public testimony; and

3. Close the Public Hearing; and

4. Adopt Resolution No. R-2026-54, a Resolution of the City Council of the City of Placentia, California, ordering the annexation of territory to its Landscape Maintenance District No. 92-1 (Annexation 2026/27-01) and approving the amended map for said District.

Strategic Plan Statement:

There is no specific strategic planning goal or objective associated with this agenda item.

Discussion:

On May 2, 1992, the City Council adopted Resolution No. 92-R-123, which initially formed the District. This District, utilizing benefit assessments, funds the cost to maintain and administer the landscape areas identified within LMD 92-1, which includes Placentia Champions Sports Complex (Complex). In 1996, the City Council transferred the financial responsibility for maintenance of the Complex from the District to the City's General Fund. At the time, it was determined that since the Complex had grown operationally and hosted sport leagues from outside the City, the General Fund should instead fund the cost to maintain the Complex.

However, in 2010, the City Council adopted Resolution No. R-2010-03, which returned the financial responsibility of maintaining the Complex back to the District. This was done due to 852

the extensive financial difficulties the City faced at the time, and the City's General Fund could not support the cost of maintaining the Complex. The Complex, however, is still an assessed improvement within the District and is one of numerous improvements maintained by the District. By 2014, it had become apparent that the District no longer generated sufficient revenue to maintain all the improvements within the District, even when excluding the cost to maintain the Complex. As part of the Fiscal Year (FY) 2014-15 Operating Budget, the maintenance cost for the Complex was informally transferred again to the City's General Fund to reduce the structural deficit within the District's fund.

FY 2026-27 Annexations to the LMD
The proposed annexation parcels are directly related to the Sumner Village development at 440 N Jefferson St. These parcels are listed in the table below:

APN
Unit Type
346-162-05
Multi -family residential
346-162-06
Multi -family residential
346-162-08
Multi -family residential
Staff is recommending the adoption of Resolution No. R-2026-54 (Attachment 1) to approve the annexations of the requesting parcels into the LMD, listed in Exhibit A of R-2026-54.

Financial Summary:

There is no fiscal impact associated with this recommended action. A special tax levy will be presented to the City Council later in June 2027 to set the annual assessment on all parcels in the LMD for Fiscal Year 2027-28.

Attachments
Attachment 1 - Resolution No. R-2026-54
Attachment 1 - Exhibit C for Resolution No. R-2026-54
853

RESOLUTION NO. R-2026-54

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

PLACENTIA, CALIFORNIA, ORDERING THE ANNEXATION

OF TERRITORY TO ITS LANDSCAPE MAINTENANCE
DISTRICT NO. 92-1 (ANNEXATION 2026/27-01) AND

APPROVING THE AMENDED MAP FOR SAID DISTRICT
A. Recitals.
(i) The City Council of the City of Placentia ("City Council"), by adoption of Resolution No. 92-R-131, established the City's Landscape Maintenance District No. 92- 1 ("District") pursuant to the Landscaping and Lighting of 1972 being Part 2 of Division 15 of the California Streets and Highways Code (commencing with Section 25000) ("Act"). (ii) The landowners of the property ("Parcels") sought to be annexed to the District are listed in Exhibit "A" attached hereto and incorporated herein by reference. The landowners of the Parcels have submitted to the City petitions unanimously requesting and approving annexation of those Parcels ("Annexation Parcels") to the District. (iii) A boundary map entitled "Amended Map No. 2026/27-01 of Landscape Maintenance District No. 92-1 of the City of Placentia, County of Orange, State of California", showing the extent of the proposed annexation, is attached hereto as Exhibit "B" to this Resolution and incorporated herein by reference ("Boundary Map"). (iv) The updated assessment being levied under the District are as set forth in the Engineer's Report of 2026-27, which assessments were approved by the City Council in Resolution No. R-2026-45. A copy of the Engineer's Report is attached hereto as Exhibit "C" and incorporated herein by reference.
(v) The City Council desires to annex the Annexation Parcels to the District.

B. Resolution.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF PLACENTIA, CALIFORNIA, DOES HEREBY RESOLVE AS FOLLOWS:

1. Recitals. The above recitals are all true and correct and are herein incorporated.

2. Special Election. A special election was held on July 21, 2026, and the landowners of the Annexation Parcels unanimously voted to be annexed to the District.

The City Council hereby certifies the results of the special election. The City Council hereby finds and determines that all proceedings and actions taken by the City Council pursuant to the Act were and are valid and in conformity with the Act.

Resolution No. R-2026-54