Placentia City Council
July 21, 2026

3;kc,25,Eggolk
Agenda Item No: 1.m

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

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

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

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

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

Recommended Action:

It is recommended that the City Council:

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

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

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

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

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

Discussion:

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

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

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

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

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

The recommended Professional Services Agreements do not guarantee any minimum amount of work. Instead, services will be assigned solely at the City's discretion on an as -needed basis, with compensation based only on work actually performed. Staff anticipates utilizing these agreements to address temporary workload increases, specialized planning assignments, employee vacancies, vacation coverage, and developer -funded projects requiring supplemental staffing resources.
2 Based on the qualifications, experience, responsiveness, and overall value demonstrated through the competitive selection process, staff recommends awarding Professional Services Agreements to CSG Consultants, Inc., Interwest Consulting Group, Inc., and Michael Baker International.

Financial Summary:

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

Attachments

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

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

3. PSA - Michael Baker Consultants (On -Call Planning).pdf 3 CITY OF PLACENTIA

PROFESSIONAL SERVICES AGREEMENT
WITH
CSG CONSULTANTS, INC.

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

WITNESSETH:

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

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

1.0. SERVICES PROVIDED BY CONSULTANT

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

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

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

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

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

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

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

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

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

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

2.0. COMPENSATION AND BILLING

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

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

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

2.3. Method of Billing. Consultant may submit invoices to the City for approval on a progress basis, but no more often than two times a month. Said invoice shall be based on the total of all Consultant's services which have been completed to City's sole satisfaction. City shall pay Consultant's invoice within forty-five (45) days from the date City receives said invoice. Each invoice shall describe in detail the services performed, the date of performance, and the associated time for completion. Any additional services approved and performed pursuant to this Agreement shall be designated as "Additional Services" and shall identify the number of the authorized change order, where applicable, on all invoices.

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

3.0. TIME OF PERFORMANCE

3.1. Commencement and Completion of Work. The professional services to be performed pursuant to this Agreement shall commence within five (5) days from the Effective Date of this Agreement. Said services shall be performed in strict compliance with the Project Schedule 3 [CSG Consultants, Inca
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6 approved by City as set forth in Exhibit "A".

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

4.0. TERM AND TERMINATION

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

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

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

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

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

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

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

5.0. INSURANCE

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

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

5.2. Deductible or Self -Insured Retention. If any of such policies provide for a deductible or self-insured retention to provide such coverage, the amount of such deductible or self-insured retention shall be approved in advance by City. No policy of insurance issued as to which the City is an additional insured shall contain a provision which requires that no insured except the named insured can satisfy any such deductible or self-insured retention.

5.3. Certificates of Insurance. Consultant shall provide to City certificates of insurance showing the insurance coverages, as well as providing the City with the required endorsements in a form and content approved by City, prior to performing any services under this Agreement.

The certificates of insurance and endorsements shall be attached hereto as Exhibit "C" and incorporated herein by this reference.
5 [CSG Consultants, Inca
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8 5.4. Non -limiting. Nothing in this Section shall be construed as limiting in any way, the indemnification provision contained in this Agreement, or the extent to which Consultant may be held responsible for payments of damages to persons or property.

6.0. GENERAL PROVISIONS

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

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

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

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

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

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

IF TO CONSULTANT: IF TO CITY:

Ethan Edwards, AICP
Vice President of Planning Services
CSG Consultants, Inc.
3240 El Camino Real, Suite 190
6 City of Placentia
401 E. Chapman Ave.

Placentia, CA 92870
[CSG Consultants, Inca
Rev. 01/2024
9 Irvine, CA 92602
Tel: (714) 699-4297
Fax: (714) 568-1028
Attn: Ethan Edwards, AICP
Vice President of Planning Services
Tel: (714) 993-8124
[email protected]
Attn: Joseph Lambert
Director of Development
Services

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

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

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

6.8. Indemnification and Hold Harmless. Consultant agrees to protect, defend, indemnify, and hold free and harmless the City, its officers, officials, agents, employees, and volunteers, at Consultant's sole expense, from and against any and all claims, liabilities, demands, actions, expenses, damages, suits or other legal proceedings brought against the City, its officers, officials, agents, employees, and volunteers arising out of or in any way connected with the performance of the Consultant, its employees, and/or authorized subcontractors' work undertaken pursuant to this Agreement including all acts or omissions, willful misconduct or negligent conduct, whether active or passive, on the part of the Consultant, its employees and/or subcontractors. The defense obligation provided for hereunder shall apply whenever any claim, action, complaint or suit asserts liability against the City, its officers, officials, agents, employees, and volunteers based upon the work performed by the Consultant, its employees, and/or authorized subcontractors under this Agreement, whether or not the Consultant, its employees, and/or authorized subcontractors are specifically named or otherwise asserted to be liable, and whether or not there is any evidence of fault or wrongdoing by the Consultant, its employees and/or its subcontractors. Notwithstanding the foregoing, the Consultant shall not be liable for the defense or indemnification of the City for claims, actions, complaints or suits arising out of the sole active negligence or willful misconduct of the City. This provision shall supersede and replace all other indemnity provisions contained either in the City's specifications or Consultant's Proposal, which shall be of no force and effect.

6.9. Independent Contractor. Consultant is and shall be acting at all times as an independent contractor and not as an employee of City. Consultant shall have no power to incur 7 [CSG Consultants, Inca
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10 any debt, obligation, or liability on behalf of City or otherwise act on behalf of City as an agent.

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

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

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

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

6.12. Ownership of Documents. All findings, reports, documents, information, and data including, but not limited to, computer tapes or discs, preliminary notes, working documents, files, and tapes furnished or prepared by Consultant or any of its subcontractors in the course of performance of this Agreement, shall be and remain the sole property of City. Consultant agrees that any such documents or information shall not be made available to any individual or organization without the prior consent of City but shall be made available to the City within ten (10) days of request or within ten (10) days of termination. Any use of such documents for other projects not contemplated by this Agreement, and any use of incomplete documents, shall be at the sole risk of City and without liability or legal exposure to Consultant. City shall indemnify and hold harmless Consultant from all claims, damages, losses, and expenses, including attorneys' fees, arising out of or resulting from City's use of such documents for other projects not contemplated by this Agreement or use of incomplete documents furnished by Consultant. 8 [CSG Consultants, Inca
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11 Consultant shall deliver to City any findings, reports, documents, information, data, preliminary notes and working documents, in any form, including but not limited to, computer tapes, discs, files audio tapes, or any other Project related items as requested by City or its authorized representative, at no additional cost to the City. Consultant or Consultant's agents shall execute such documents as may be necessary from time to time to confirm City's ownership of the copyright in such documents.

6.13. Public Records Act Disclosure. Consultant has been advised and is aware that this Agreement and all reports, documents, information, and data, including, but not limited to, computer tapes, discs, or files furnished or prepared by Consultant, or any of its subcontractors, pursuant to this Agreement and provided to City may be subject to public disclosure as required by the California Public Records Act (California Government Code Section 7920.000 et seq.). Exceptions to public disclosure may be those documents or information that qualify as trade secrets, as that term is defined in the California Government Code Section 7924.510, and of which Consultant informs City of such trade secret. The City will endeavor to maintain as confidential all information obtained by it that is designated as a trade secret. The City shall not, in any way, be liable or responsible for the disclosure of any trade secret including, without limitation, those records so marked if disclosure is deemed to be required by law or by order of the Court.

6.14. Conflict of Interest. Consultant and its officers, employees, associates, and subconsultants, if any, will comply with all conflict of interest statutes of the State of California applicable to Consultant's services under this agreement, including, but not limited to, the Political Reform Act (Government Code Sections 81000, et seq.) and Government Code Section 1090.

During the term of this Agreement, Consultant and its officers, employees, associates, and subconsultants shall not, without the prior written approval of the City Representative, perform work for another person or entity for whom Consultant is not currently performing work that would require Consultant or one of its officers, employees, associates, or subconsultants to abstain from a decision under this Agreement pursuant to a conflict of interest statute. Consultant's duties and services under this Agreement shall not include preparing or assisting the City with any portion of the City's preparation of a request for proposals, request for qualifications, or any other solicitation regarding a subsequent or additional contract with the City. The City shall at all times retain responsibility for public contracting, including with respect to any subsequent phase of this project.

Consultant's participation in the planning, discussions, or drawing of project plans or specifications shall be limited to conceptual, preliminary, or initial plans or specifications.

Consultant shall cooperate with the public entity to ensure that all bidders for a subsequent contract on any subsequent phase of this project, if any, have access to the same information, including all conceptual, preliminary, or initial plans or specifications prepared by Consultant pursuant to this Agreement.

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

6.16. Prohibited Employment. Consultant will not employ any regular employee of City 9 [CSG Consultants, Inca
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12 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 Partv Beneficiary Rights. This Agreement is entered into for the sole benefit of City and Consultant and no other parties are intended to be direct or incidental beneficiaries of this Agreement and no third party shall have any right in, under or to this Agreement.

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

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

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

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

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

6.25. Counterparts. This Agreement may be executed in one or more counterparts, 10 [CSG Consultants, Inca
Rev. 01/2024
13 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
City Administrator or Mayor
ATTEST:

City Clerk and ex -officio Clerk
of the City of Placentia
CONSULTANT:
ev6natur
Cyrus Kianpour, President of CSG
Consultants
91-2053749
Social Security or Taxpayer ID Number
APPROVED AS TO FORM:

Christian L. Bettenhausen, City Attorney
11 Date:

Date: 7/14/26
Date:
[CSG Consultants, Inca
Rev. 01/2024
14 APPROVED AS TO INSURANCE:

Cyndi Alvaranga, Risk Manager
APPROVED AS TO CONTENT:

Joseph Lambert, Project Manager
DEPARTMENTAL APPROVAL:

Joseph Lambert, Director of
Development Services
12 Date:

Date:

Date:
[CSG Consultants, Inca
Rev. 01/2024
15 EXHIBIT A

CONSULTANT'S PROPOSAL AND SCOPE OF WORK
13 [CSG Consultants, Inca
Rev. 01/2024
16 m

May 8, 2026
City of Placentia
Joseph Lambert
Development Services Director
401 E Chapman Avenue
Placentia, CA 92870
Subject: On -Call Planning Services: Current Planning & Development Review Support
Dear Mr. Lambert
Thank you for the opportunity for CSG Consultants, Inc. (CSG) to submit our qualifications to the City of Placentia (City). We are excited to continue our collaboration with the City, utilizing our specialized Planning and Environmental expertise to support sustainable urban development and provide exceptional service to the community.

Through our many years of service to our public agency clients, we have learned that key attributes a consultant can offer a client are expertise, experience, responsiveness, flexibility, and a solid understanding of community concerns. In addition to acting on these service principles, CSG has as a main objective — to focus on ensuring integrity and excellence in our analyses and processes, culminating in mutually beneficial solutions and the successful review of projects.

CSG is an employee -owned company and works solely for public agencies, serving as a seamless extension of municipal staff. We currently furnish planning, environmental, sustainability, building and safety, fire prevention, code enforcement, public works, and a host of additional services to over 250 municipal clients throughout California.

From our broad bench of licensed and certified professionals, we can select and readily commit team members ideally suited to deliver the exact services required and customized support to meet our clients' unique and challenging needs. CSG has also partnered with CRM Tech to provide comprehensive cultural/historical resources services, and Michael Baker International to provide air quality, greenhouse gas emissions, energy, noise, and traffic/transportation technical services. Additionally, CSG planners are adept at remote services which work well for many jurisdictions.

Mr. Ethan Edwards, AICP, CSG's Vice President of Planning Services, will serve as the Quality Assurance and Quality Control Manager. Ms. Gena Guisar, AICP, Director of Planning Services, will serve as the primary contact for the City.

We look forward to assisting the City. Ms. Guisar would be happy to answer any questions regarding our qualifications and/or services.

CSG

CONSULTANTS
Employee -Owned

PRIMARY CONTACT
Gena Guisar, AICP
Director of Planning Services
714.794.8027
[email protected]
3240 El Camino Real,
Suite 190
Irvine, CA 92602

CONTRACT AUTHORITY
Ethan Edwards, AICP
VP of Planning Services
714.699.4297
[email protected]
Sincerel
Cyrus Kianpour, PE, PLS
President, CSG Consultants, Inc.
(650) 522-2500 bid [email protected]
CSG Consultants — On -Call Planning Services: Current Planning & Development Review Support 18 CSG CONSULTANTS

TABLE OF CONTENTS

1. Transmittal Letter i

2. Approach to Services 2

3. Company Information 7

4. References 11
Appendix: Team Resumes
CSG Consultants — On -Call Planning Services: Current Planning & Development Review Support 1 19 CSG CONSULTANTS

2. Approach to Services

PLANNING SERVICES
CSG views every assignment and project as an opportunity to build long-lasting, meaningful working relationships with our clients. We maintain clear lines of communication with every client, stakeholder, agency, decisionmaker, and project team member to ensure assignments and projects achieve and exceed expectations.

We are solutions -oriented, focused on teamwork, and maintain a high level of professionalism in everything we do. Our mission is to consistently meet or exceed our clients' expectations in a responsible and efficient manner.

At CSG, we act as project managers in most of our efforts, but we are first and foremost planners. Our goal is to always perform as a "partner planner" for our clients, providing additional support and services to existing agency staff members. CSG's project managers bring decades of project management experience, implementing best practices, while delivering work products on time and within budget.

A comprehensive approach to project management includes attention to land -use planning, economic feasibility, urban design, and the environment. Our project management philosophy is built on anticipating and preparing for all issues that may arise throughout the project process. By continually considering and developing the appropriate processes and plans to address political, environmental, social, and design challenges/opportunities, we can better serve the City while delivering the highest quality product. Our management team of senior professionals will work in close partnership with City staff to ensure continuous coordination of our proposed services. They will assist the City in determining planning and environmental review requirements with support from additional CSG planners and technical staff, allowing our team to provide a wide range of services cost-effectively.

CURRENT AND ADVANCED PLANNING
At CSG, we believe that changing environmental conditions, increased housing need, diminishing raw land inventory, complex mobility issues, urban infill opportunities, and economic feasibility are all becoming pivotal factors driving projects and the future of development. Our team fuses thoughtful creativity with function, practicality with aesthetics, and connecting places with people.

CSG's approach to current and long-range planning is to "dig in" and become familiar with the City's General Plan, Zoning Code, other development process resources, ongoing projects, and development trends so that we may best assist the City. Our staff planners perform planning activities, such as (but not limited to):
• Analyzing a project's compliance with the City's plans, policies, and regulations. Our staff is familiar with conducting site plan reviews, plan checks, and design reviews; historic reviews, evaluating Tentative Maps, development permits, conditional use permits, and other permits; and conducting General Plan and zoning amendments.
• Reviewing and processing both ministerial and discretionary applications. • Researching, compiling, and analyzing social, economic, environmental, and associated data. • Preparing the necessary long-range planning documents and amendments. • Meeting with developers, their consultants, and other project proponents, such as property owners and other interested groups. We recognize that these are important groups and individuals to any project. • Providing public counter services, including but not limited to answering general questions and processing Zoning Clearances, Accessory Dwelling Unit Zone Clearances, Temporary Use Permits, Home Occupation Permits, and/or Short -Term Rentals permits.

Members of our staff are actively working in a variety of methods both, hybrid and full-time, in agency offices, holding regular office hours, and answering public inquiries by email, mail, or telephone, whichever schedule the CSG Consultants — On -Call Planning Services: Current Planning & Development Review Support 2 20 CSG CONSULTANTS
client wishes. Our staff are available to attend community meetings and present at public hearings; prepare staff reports, resolutions, and ordinances; and prepare in-person and/or electronic presentations.

CSG staff also have knowledge and experience in providing affordable housing support, preparing and administering grants, preparing parking studies, performing fiscal and economic analyses, and providing GIS assistance.

Current Planning
CSG's Planning team provides contract staff support, entitlement services, and project management for a variety of types of projects. We excel at interfacing with public agencies and elected officials, tackling a wide range of current planning issues, and serving as case planners, applicant liaisons, or even assisting the public at the counter. Our staff planners perform daily planning activities, including (but not limited to):
• Zoning review and compliance
• Project entitlement services
• Subdivision Map Act compliance
• Site plan review and design review
• Plan check
• Construction inspection services based on approved plans and conditions of approval • Other services as needed
Our planning staff also serves as an extension of City staff, preparing staff reports, ordinances, resolutions, and making presentations to Zoning Hearing Administrators, Design Review Boards, Planning Commissions, City Councils, or Boards of Supervisors.

Advanced Planning
CSG's planners are well -versed in the creation and management of long-range policy documents and assist communities with community engagement, visioning, goal setting, and implementation, as well as project coordination for applicants and their consultant teams. Our team has prepared General Plans, Specific Plans as well as Community and Area Plans, Climate Action and Adaptation Plans, Design Guidelines, Zoning Code updates, and Economic Development Plans.

WELO Review Services
Our firm offers WELO compliance reviews, including detailed reviews of landscape plans, water budgets, grading plans, and soil management reports as part of a Landscape Documentation Package Review and compliance support in which staff provides feedback, checklists, and recommendations to bring non-compliant plans into compliance with state and local codes.
• Provide on-call services to review landscape plans for compliance with WELO. • Review required Water Efficient Landscape Worksheet Calculations for the project:
• Maximum Applied Water Allowance and Estimated Total Water Use. • Review the planting and irrigation plans for appropriate plant selection, plant water use zones, irrigation methods, and irrigation efficiency.
• Review plans for landscape industry standards for irrigation and planting, water efficient irrigation equipment and design, and appropriateness and adaptability of selected plants to the local climate. • Verify all required plan documentation submittals are complete including a Statement of Compliance and Certificate of Completion.

CSG Consultants — On -Call Planning Services: Current Planning & Development Review Support 3 21 CSG CONSULTANTS

ENVIRONMENTAL PLANNING SERVICES
CSG planners are environmental stewards for our natural and built environments. CSG's approach to any environmental documentation is to understand and analyze each project based on the environmental issues that are pertinent to a project. CSG's approach to environmental documentation emphasizes technically solid, impartial analysis, and active management to keep projects on schedule and within budget. We pride ourselves on our ability to turn products around quickly and effectively without sacrificing quality and accuracy.

CSG recognizes that future City projects, depending on their type, size, and issues of concern, may require several different types of CEQA documentation. A work program will be initiated following the completion and confirmation of the Project Description. As directed by the City, CSG can then proceed with the preparation of an Initial Study pursuant to Appendix G of the CEQA Guidelines. The Initial Study will provide a screening and threshold review for each topical area to confirm and proceed with the appropriate CEQA clearance review.

Additionally, and more specifically, we embrace the following steps in the review process:
• Establish a communications protocol and technical leads, including subconsultants and other key team members, to ensure project critical information is efficiently and accurately conveyed across the team. • Ensure roles/responsibilities are clear for efficient management of assignments and quality control of services and deliverables.
• Determine key project description details with the City early to facilitate accurate and consistent reviews and analysis.
• Agree on an initial project schedule and budget and a protocol for updating status during project phases. • Verify that the technical approach/scope of services, as conveyed in the proposal, meets the City's expectations following completion of the Project Description. • Collaborate upfront with the City on standard templates for project deliverables, including peer review technical memoranda and CEQA document components.

Communications and Techniques
Our management style includes consistent, regular interaction and communications among staff, the CSG team, and other interested/responsible governmental agencies and parties, as appropriate, allowing for frequent exchange of information without loss of time or resources. If we encounter a constraint or challenge, we will immediately notify the City and provide short- and/or long-term solutions to any difficulties. We pride ourselves on our ability to turn products around quickly and effectively without sacrificing quality and accuracy.

Developing Project Descriptions and Context
We understand the importance of confirming the Project Description as early in the process as possible to ensure consistency between technical documents and avoid the need to redo analyses. CSG can assist City staff in determining the information required to proceed with the environmental review. We also have proven strategies to move forward with environmental review when there are unknowns, or a project design requires flexibility. For example, when there are different scenarios a project might implement, we can determine the most conservative scenario, so that each scheme is covered by the environmental review.

Conducting Preliminary Environmental Compliance Review
As part of scoping, we complete a comprehensive review of a project to determine whether it is exempt from environmental review or a candidate for streamlined review. For example, we can determine if there is an opportunity to streamline the environmental review of projects utilizing CEQA Guidelines Section 15183, which allows for a streamlined review if a project is consistent with the development density established by existing zoning, community, or general plan polices for which an EIR was certified, or Section 15168, which states that later activities may be found within the scope of a certified Program EIR, and no further environmental documents would be required. CSG is also familiar with all 33 Categorical Exemptions and is available to meet with City staff to discuss specific projects and to confirm whether any exemptions would apply. We can prepare the required documentation to demonstrate why such activities would be exempt from CEQA in the form of a memoranda that explains why no possible exceptions exist that could preclude the use of a Categorical Exemption for a project.

CSG Consultants — On -Call Planning Services: Current Planning & Development Review Support 4 22 CSG CONSULTANTS
Preparing Initial Studies
If it is determined that a project requires additional environmental review, CSG could then proceed with the preparation of an Initial Study pursuant to Appendix G of the CEQA Guidelines. The Initial Study provides a screening and threshold review for each topical area to confirm the appropriate CEQA clearance. An Initial Study is the common supporting review documentation for a (mitigated) negative declaration determination. In certain circumstances, we know that a project will result in significant impacts, requiring the preparation of an EIR. In these cases, to save time and reduce costs, we may recommend the preparation of an EIR without an Initial Study. However, even in the case where an EIR will be required, it may be beneficial to prepare an Initial Study to help focus the EIR on the potentially significant impacts. CSG can assist the City in making this determination on a project -by -project basis.

Preparing EIRs
When there is substantial evidence that a proposed project or action may result in potentially significant impacts on the environment, CSG possesses the technical capabilities and expertise to assist our agency clients in preparing an EIR, including, but not limited to:
• Defining the project description,
• Identifying stakeholders and affected agencies,
• Maintaining the administrative record,
• Preparing and distributing the notice of preparation for a 30 -day review, • Conducting a scoping meeting,
• Preparing supporting technical reports, exhibits, and the Administrative Draft EIR for internal review, • Preparing project alternatives, in coordination with City staff, • Preparing and circulating the Public Review Draft EIR for a 45 -day review period, • Drafting responses to comments,
• Preparing the Final EIR and Mitigation Monitoring and Reporting Program, • Preparing Findings of Facts, and, as necessary, preparing a Statement of Overriding Considerations to support a lead agency's final decision on a project,
• Attending public hearings, and
• Preparing and filing required notices.

Public Input Process and Dissemination of Information
Given our unique background providing comprehensive municipal services, we have ample experience interfacing with the public and have a deep understanding of the public input process and challenges that can arise. CSG can collaborate with the City in preparing community outreach plans that include ongoing public engagement opportunities, and we can attend public hearings and meetings to address questions on the City's behalf and/or present our conclusions to the decision-making body. Additionally, CSG has a thorough understanding of the tribal consultation process and can be available to attend tribal consultations with tribal representatives at the request of the City.

Ensuring Compliance with Processing and Legal Requirements The CSG team has prepared CEQA documentation for controversial projects, and we have an exemplary record of legal defensibility for the documentation we prepare. We understand that housing projects can be controversial, and we have experience addressing community concerns, including responding to public comments as part of the CEQA public review process. Our documents include a thorough environmental analysis and provide clear documentation of all research contacts and data sources, reducing the potential for successful legal challenges; we can also assist the City in preparing the administrative record. We keep abreast of regulatory updates and court decisions, which are incorporated into our environmental analysis, as appropriate.

Quality Assurance/Quality Control
CSG is committed to providing high quality documentation that engenders client satisfaction, meets the needs of the project, and withstands legal scrutiny. Therefore, a critical part of our delivery of technically sound and legally defensible documents includes conducting in-house QA/QC reviews concurrently with the preparation of CSG Consultants — On -Call Planning Services: Current Planning & Development Review Support 5 23 CSG CONSULTANTS
documents. Our approach to providing quality, technically sound, and legally defensible reports includes the following steps: we assign staff members who have the appropriate technical expertise to complete the work; upon completion of the first internal draft of a document, it is reviewed by the Project Manager for consistency with the project description, compliance with the approved scope of work, and technical accuracy. Once the work product has been revised and updated to the satisfaction of the Project Manager, it is sent to our Publications Specialist for review of grammar, proper nomenclature, references, and methodological consistency. The last step before the document is submitted to the City is a thorough and complete word processing review that produces a correctly formatted document, with accurate references to tables, exhibits, appendices, and the table of contents. Only then is a document submitted to the City for review.

CSG Consultants — On -Call Planning Services: Current Planning & Development Review Support 6 24 CSG CONSULTANTS

3. Company Information
CSG Consultants, Inc. (CSG) is an employee -owned California company with its headquarters in Foster City, California. Additional support is available from our other offices in Irvine, Newman, Paso Robles, Pleasanton, Sacramento, and San Jose. Founded in 1991, CSG works solely for public agencies, eliminating the potential for conflicts of interest between developers and agencies. In this way, we can focus exclusively on the specific needs of our municipal clients. CSG has grown steadily in both revenue and staff size and now has over 350 employees serving customers throughout California.

NAME OF FIRM: CSG Consultants, Inc.

YEARS IN BUSINESS: 35; Established in 1991
PRIMARY CONTACT:

HEADQUARTERS:

REGIONAL OFFICES:

Gena Guisar, AICP 1 Director of Planning Services
714.794.8027 cell 1 [email protected] email
550 Pilgrim Drive, Foster City, CA 94404
3240 El Camino Real, Suite 190, Irvine, CA 92602
3875 Hopyard Road, Suite 141, Pleasanton, CA 94588
3150 Almaden Expressway Suite 255, San Jose, CA 95118
2150 River Plaza Dr, Suite 255, Sacramento, CA 958
930 Fresno Street, Newman, CA 95360
806 9th Street, Suite 2A, Paso Robles, CA 93446
EMPLOYEES: 350+
TYPE OF BUSINESS: California Corporation • Incorporated June 15, 2000 • Federal ID: 91-2053749 Our multi -disciplined municipal services staff consists of the following types of professionals:

The CSG Consultants Team Works for You
Planning Professionals
Environmental Planners
Code Enforcement Officers
Building Plan Reviewers & Inspectors w A w Construction Managers & Inspectors Fire Plan Reviewers & Inspectors CC�N�I 11 TANTS `information Technology Professionals Structural Engineers
Fire Protection Engineers
CASp Professionals
Sustainability Professionals
CSG Consultants — On -Call Planning Services: Current Planning & Development Review Support 7 25 CSG CONSULTANTS
Key Personnel
Our team includes highly qualified personnel who have all performed work on projects of a similar scope and size. All our proposed staff are committed and have availability for the term of this project. Resumes of key personnel (*) have been provided in Appendix.

PLACENTIA
Rich Heritage, Bright Future

PRINCIPAL IN CHARGE
Ethan Edwards, AICP*
Vice President of Planning Services

PROJECT MANAGER
Gena Guisar, AICP*
Director of Planning Services

PLANNING
Leila Carver*
Senior Planner 11
Jonathan Kwan*
Senior Planner 1
Josephine Rivera
Associate Planner
Jun Kim
Assistant Planner 11
Dylan Flood
Assistant Planner I
Kayla Chang
Assistant Planner 1

ENVIRONMENTAL PLANNING
Glenn Lajoie, AICP*
Director of Environmental Services
Oscar Escobar*
Environmental Project Manager
Kelli Allen
Environmental Project Manager
Rose Guadian
Assistant Environmental Planner

SUBCONSULTANTS

CRM TECH
Cultural & Historic Resources
Michael Baker
Biological, Air Quality, Greenhouse
Gas Emissions, Energy, Noise,
Traffic/Transportation
CSG Consultants — On -Call Planning Services: Current Planning & Development Review Support 8 26 CSG CONSULTANTS
Ethan Edwards, AICP 1 Vice President of Planning Services Mr. Edwards serves as the Vice President of Planning Services for CSG Consultants. To this role, he brings expertise in current and advanced planning, design review, coastal development review and CEOA, project and planning staff management, and professional practice building from over 24 years of increasingly complex land use planning and management experience in Orange and Los Angeles Counties, northern California, and the State of Oregon. Prior to joining CSG, Mr. Edwards served as a planner for several public and private sector organizations and has served in various management roles, including Community Development Director, Planning Manager, and Principal Planner.

Gena Guisar, AICP 1 Director of Planning Services
Ms. Guisar, AICP, is an experienced urban planner with a strong background in both the private and public sectors. She has managed diverse development applications, leading teams through entitlement and environmental review processes. Her work on General Plan Updates, Specific Plans, master planning, CEQA compliance, yield studies, code analysis, and demographic research focuses on placemaking, sustainability, and economic feasibility. With deep expertise in urban planning, zoning, and subdivision concepts, Ms. Guisar is a valuable asset to any development team, known for her creativity, attention to detail, and adaptability.

Leila Carver, PTP 1 Senior Planner II
Ms. Carver is a Senior Planner at CSG Consultants with expertise in project management, CEQA, GIS, and demographic research. With nine years of experience at Caltrans, she has strong skills in transportation planning, leadership, and customer service. Known for her independence and excellent communication, Ms.

Carver is a key member of the CSG team. She currently serves as a Consulting Planner for Tustin, Oxnard, Laguna Hills, and Mountain House, and as a Board Member for the APA California Chapter, Orange Section.

Jonathan Kwan 1 Senior Planner I
Mr. Kwan is a Senior Planner at CSG with over a decade of diverse experience in both the public and private sectors. He brings a strong track record of successfully managing complex, high-profile projects from inception through entitlement. His experience includes project management, current and advanced planning, ArcGIS, and Sustainability.

Josephine Rivera 1 Associate Planner I
Ms. Rivera is an accomplished Associate Planner with more than six years of progressively responsible experience in municipal planning, entitlement processing, CEQA coordination, Housing Element compliance, and public -facing development services. To her work, she brings a unique combination of technical planning expertise and advanced document design and presentation skills, enabling her to translate complex regulatory and environmental requirements into clear, defensible, and publicly accessible planning documents. Her recent experience emphasized entitlement coordination, environmental documentation support, Housing Element response management, and process improvement for California jurisdictions.

Jun Kim 1 Assistant Planner II
Mr. Kim is a land planning analyst with a well-rounded background in both the public and private sectors. He applies a multidisciplinary approach to complex planning programs, including Specific Plans, General Plans, Zoning Codes, Housing Elements, and Development Code updates. His expertise spans comprehensive planning, policy analysis and development, local government policy, land use analysis, and the implementation of planning projects.

Dylan Flood 1 Assistant Planner I
Mr. Flood is an urban planning professional with extensive experience in municipal entitlements, CEQA/NEPA compliance, and public sector constituent services. He has managed environmental documentation for major infrastructure projects and interpreted complex zoning codes to guide agency decision-making. He has a proven ability to provide diplomatic, front-line customer service through his work with the Los Angeles City Council. Mr.

Flood is skilled in GIS, permit processing, and coordinating efforts across multiple government agencies.

CSG Consultants — On -Call Planning Services: Current Planning & Development Review Support 9 27 CSG CONSULTANTS
Kayla Chang 1 Assistant Planner I
Ms. Chang is an urban planning professional with experience in zoning code interpretation, community engagement, and project execution. She has supported planning and building departments in processing permits, conducting research, and providing excellent customer service.

Glenn Lajoie, AICP 1 Principal, Director of Environmental Planning Mr. Lajoie has over 35 years of experience in the environmental planning profession. Mr. Lajoie's diverse background includes a wide range of CEQA/NEPA compliance studies, including policy, development, and infrastructure projects. He has served in various roles on projects, including Project Director, Project Manager, Quality Control, and lead for navigating complex regulatory processes. Mr. Lajoie has an extensive background with agencies throughout California. The geographic context is wide ranging including over two million square feet of expansion for the Raytheon Corporate facility in El Segundo. resort and destination projects in the Town of Mammoth Lakes; numerous infrastructure and desalination project reviews in the Community of Cambria; downtown high rise and mixed-use proposals in Long Beach; city center and neighborhood revitalization opportunities in Lancaster; and buildout of the City's Business Park Master Plan in Cypress.

Kelli Allen 1 Environmental Project Manager
Ms. Allen serves as an Environmental Project Manager for CSG Consultants and has experience preparing EIRs, IS/(M)NDs, and safety elements for commercial, infrastructure, industrial, and mixed-use projects throughout the State. Ms. Allen has experience drafting presentations and communicating with public agencies and clients, and writing administrative CEQA documents, including Project Descriptions, Notices of Availability, Preparation, and Determination, and OPR summary documents.

Oscar Escobar 1 Environmental Project Manager
Mr. Escobar serves as an Environmental Project Manager for CSG where he provides expert support across a diverse portfolio of client projects. As a key member of the Environmental Planning team, he specializes in the preparation of CEQA documentation, including Categorical Exemptions, Initial Studies, NDs, MNDs, EIRs, and related environmental assessments. His technical expertise also encompasses Phase I Initial/Environmental Site Assessments (ISA/ESA), Shade and Shadow Studies, and Visual Impact Assessments (VIA) for a wide range of planning initiatives throughout California.

Rose Guadian 1 Assistant Environmental Planner
Ms. Guadian is an Assistant Environmental Planner for CSG and has experience drafting presentations, communicating with public clients, and assisting with the preparation of CEQA documents, including Project Descriptions, CEQA Section 15183 Consistency Checklists, and IS/(M)NDs.

Michael Baker International
Founded in 1940 and celebrating more than 75 years of supporting local communities, Michael Baker International, Inc. is a leader in environmental, planning, engineering, consulting, and technical/professional services with a INTERNATIONAL local focus and global expertise. Michael Baker offers a full continuum of innovative solutions in construction, survey, planning, architectural, environmental, program management and life cycle support, as well as information technology and communications services.

Michael Baker
CRM Tech
CRM TECH is a California corporation and Small Business Enterprise that has been providing the full range of cultural resources management services to CRM TECH federal, state and local public agencies, environmental firms, private developers and individuals since 1993. Services provided by CRM TECH include all phases of archaeological, paleontological, and historical investigations, including record searches; literature reviews; cultural resource elements of general plans, specific plans, and environmental impact reports; consultation with public agencies; Native American scoping; historical and ethnohistorical research; archaeological, paleontological, and historical surveys; recording archaeological resources; and historic building documentation and evaluations.

CSG Consultants — On -Call Planning Services: Current Planning & Development Review Support 10 28 4. References
Client: City of El Segundo 1 On -Call Planning Services Reference: Eduardo Schonborn, Planning Manager' 350 Main Street, El Segundo, CA 90245 310.524.23121 [email protected]
Planning Services
2016 -Ongoing
CSG staff provides project management and entitlement processing services for the City of El Segundo.

We currently manage several high-profile projects, including a ±140 -acre mixed use site on the former Raytheon manufacturing site and a mixed-use media campus. Another noteworthy project is the Smoky Hollow Specific Plan Amendment and EIR for the Grand Kansas II Project. CSG staff provides entitlement project management and conducted a peer review of the environmental documentation for this office and commercial development. Our services also include Site Plan Review, Specific Plan Amendments, Coastal Development Permits, public outreach and grant administration.

CSG CONSULTANTS
Client: City of Malibu 1 Planning Staff Augmentation
Reference: Tyler Eaton, Assistant Community Development Director 1 23825 Stuart Ranch Road, Malibu, CA 90265-4861
310.456.2489 x 273 1 [email protected]
Planning Staff Augmentation
2022 -Ongoing
CSG currently provides project management services to the City of Malibu. Staff conducts conformance reviews, discretionary case processing for Coastal Development Permits, Administrative Plan Reviews, Site Plan Reviews, Variances, and Conditional Use Permits. For these projects CSG's services include completeness reviews, preparation of public notices, Environmental Review Board, Planning Commission and City Council staff reports and resolutions, presentations to hearing bodies, project approval letters, review of Conditions of Approval prior to final planning approval and stamping approved project plans for building permit processing. CSG's project management duties include maintaining project information within the City's development database and tracking deadlines.

Client: City of Laguna Beach 1 Environmental Planning and CEQA Training Reference: Anthony Viera, Deputy Community Development Director 1 505 Forest Avenue, Laguna Beach, CA 92651
949.497.0398 1 [email protected]
1890 South Coast Highway Mixed -Use Project IS/MND
2023 -Ongoing
CSG is preparing an IS/MND for a proposed mixed-use, two-story retail and residential structure and subterranean garage adjacent to South Coast Highway in the City of Laguna Beach. The proposed project includes the demolition of an existing car wash facility and the construction of a new 8,204 square -foot mixed-use retail and residential structure with 5,221 square -feet of deck area, over a subterranean garage. The environmental review is ongoing
CEQA Training Services
2023
CSG has prepared and presented various training programs to City staff, the Planning Commission, and the Historic Resources Commission to develop a better understanding of the CEQA practice.

City of Laguna Beach Downtown Specific Plan Phase II, Program EIR 2025
In 2025, CSG was selected to prepare and process an Environmental Impact Report (EIR) for the Laguna Beach Downtown Specific Plan, Phase II. The Specific Plan Phase II addresses opportunities for infill housing, allows unlimited housing density, increasing maximum allowable building heights, and CSG Consultants — On -Call Planning Services: Current Planning & Development Review Support 11 29 CSG CONSULTANTS
addresses parcel mergers for affordable housing projects. It is envisioned that the Plan would allow 200 to 400 additional residential units.

Client: City of Garden Grovel Planning Services
Reference: Maria Parra, Planning Manager 111222 Acacia Parkway, Garden Grove, CA 92840 [email protected]
Planning Staff Augmentation and Project Management Services 2014 -Ongoing
CSG staff currently provides project management and staff augment planning services to the City of Garden Grove. Staff manages the entitlement process for various priority developments and serves as the main point of contact representing the City. Staff also provide plan review, plan check, and public counter coverage services.

Client: City of Thousand Oaks I On -Call Planning and Environmental Services 2021 -Ongoing
Reference: Scott Kolwitz, Principal Planner' 2100 Thousand Oaks Boulevard, Thousand Oaks, CA 91362
[email protected]
Downtown Master Plan EIR
2025 -Ongoing
CSG was selected to prepare the Downtown Project EIR; the Downtown Project includes the redevelopment of a 14 -acre site owned by the City. The proposed project includes adaptive reuse of the existing City Hall offices, ground floor food and beverage, ancillary uses, and new City Hall offices. Development on the west side of the property would include mixed uses and an approximately 140-150 room hotel. The maximum number of residential units would be 215. A new town plaza would be built at the northeast corner of the project site. A General Plan Amendment is required, and a new Specific Plan would be created for the site. The environmental review is ongoing.

Janss Marketplace Hotel EIR
2022-2023
CSG prepared an Environmental Impact Report (EIR) to evaluate the potential environmental impacts of the development of a hotel at 225 North Moorpark Road in Thousand Oaks. The proposed project includes demolition of the current two-story retail building, to be replaced by a five -story dual hotel and retail pad, the creation of a map to designate airspace rights, and a zoning change to the footprint of the hotel to increase the building's height limitation. The City received a public comment letter from the Mitchell M. Tsai Law Firm on behalf of the Southwest Regional Council of Carpenters against the project two days prior to the public hearing. CSG prepared responses to these comments in preparation for the City Council hearing. The City Council approved the project and certified the EIR on December 5, 2023.

EV Charger Infrastructure 1 City of Thousand Oaks, CA
2022
The City of Thousand Oaks proposed implementing an electric vehicle charging facility at the City's Municipal Service Center, located at 1993 Rancho Conejo Boulevard. This project installed the electric vehicle charging infrastructure necessary for Thousand Oaks Transit's (TOT) transition to a battery electric fleet. CSG determined the project qualified for a Categorical Exclusion pursuant to the National Environmental Policy Act (NEPA), and this project has been constructed.

Bus Wash Facility NEPA Checklist
2022
The City of Thousand Oaks proposed to replace and improve the existing bus wash facility at the City's Municipal Service Center, located at 1993 Rancho Conejo Boulevard. The proposed project included the demolition of the existing bus wash facility, and the installation of a new bus wash facility with improved traffic circulation to accommodate all desired equipment for the facility. CSG determined the project qualified for a Categorical Exclusion pursuant to 23 CFR Part 771.118, in accordance with NEPA, and prepared a NEPA Checklist review document.

CSG Consultants — On -Call Planning Services: Current Planning & Development Review Support 12 30 Client: City of Carson 1 On -Call Planning and Environmental Services 2016 -Ongoing
Reference: McKina Alexander, Acting Planning Manager 1701 E. Carson Street, Carson, CA 90745
310.952.1761 x 1326 I [email protected]
Planning and Environmental Services
2016 -Ongoing
CSG provides on-call planning and environmental services to the City of Carson. As part of this process, our Planning Lead manages technical consultants, provides document review, conducts community outreach, and attends community and City Council meetings. Our staff is currently managing The District at South Bay Specific Plan amendment for a modification to the permitted land uses and development standards for a portion of its 157 -acres. The site remains undeveloped, as it was used as a landfill site for the deposition of waste/refuse from areas throughout Los Angeles County between 1959 and 1965, prior to the incorporation of the City of Carson.

CSG CONSULTANTS
Triangle Project Addendum to the 2040 General Plan Update EIR Peer Review 2024-2025
As part of on-call services, CSG completed the peer review of an Addendum to the 2040 General Plan Update EIR (General Plan EIR) for the Carson Triangle Project under an expedited time frame of two days. CSG's review findings included several errors and omissions including the need to update the Addendum for consistency with the Final EIR, a lack of substantial evidence supporting a conclusion that the existing buildings to be demolished were not historically significant, and a discrepancy between the thresholds for noise utilized in the Addendum and those provided in the General Plan EIR.

Client: City of Tustin 1 On -Call Planning Services
2021 -Ongoing
Reference Alexa Smittle, Director of Community Development 1 300 Centennial Way, Tustin, CA 92780
714.573.3115 I [email protected]
Planning Project Management and Staff Augmentation Services I City of Tustin, California
CSG currently provides special planning project management and entitlement processing services to the City of Tustin. CSG staff manages all planning aspects of the entitlement, post -entitlement, and construction process for these projects, including plan review, management of the CEQA compliance documentation, interdepartmental coordination, participation at public hearings, plan check, inspection, and monitoring for compliance with conditions of approval and mitigation measures. Notable projects include the Enderle Commercial Center Redevelopment, Compass at Red Hill Townhomes, Platform at Tustin Industrial Park, Panattoni Myford II Industrial Warehouse Project, and Advantech North America Campus.

City of Fullerton I On -Call Planning Services
2021 -Ongoing
Reference: Sunayana Thomas, Community and Economic Development Director 1 303 W.

Commonwealth Avenue, CA 92832
[email protected]
Planning Staff Augmentation and Project Management Services CSG provides current planning services to the City of Fullerton. Services include customer service in the permit center, answering development related questions at the public planning counter, and reviewing use permits and single-family development permits to comply with the city's zoning code to ensure compatible development projects within the existing districts, downtown, and historical neighborhoods.

Additionally, CSG has provided high-level project management services for the processing of large scale, mixed use and TOD development projects, Disposition of Surplus Land, single family subdivisions, adaptive reuse projects, new urban designed outdoor dining uses, and a privately owned public parking structure.

CSG Consultants — On -Call Planning Services: Current Planning & Development Review Support 13 31

CSG CONSULTANTS
Client: City of Palos Verdes Estates 1 Housing Element Program 2022 -Ongoing
Reference: Sheryl Brady, Community Development Director 1 340 Palos Verdes Dr W., Palos Verdes Estates, CA 90274
310.750.9807 1 [email protected]
2021-2029 Housing Element Program 13 Rezoning Project IS/MND The City of Palos Verdes Estates Housing Element 2021-2029 (Housing Element) was .. KA yr
iFir A T%
INCORPORAT 1929
adopted on May 28, 2024. As part of the Housing Element, the City identified five candidate parcels within three sites to be rezoned to accommodate by -right housing, which will be implemented as part of Housing Program 13. CSG prepared the IS/MND to evaluate rezoning the sites with two new housing overlay zones, which will allow these sites to support a variety of housing types. Because the project included only the legislative entitlements to facilitate the development of the sites, CSG consulted with the City and provided an approach for the environmental review that evaluated the sites at a programmatic level with environmental clearance for future by -right housing projects. The Draft IS/MND was published on March 5, 2025.

CSG Consultants — On -Call Planning Services: Current Planning & Development Review Support 14 32 CSG Consultants — On -Call Planning Services: Current Planning & Development Review Support 15 33 Ethan Edwards, AICP

VICE PRESIDENT OF PLANNING SERVICES
Mr. Edwards currently serves as the Vice President of Planning Services at CSG Consultants. In this role, he leverages over 25 years of progressively responsible experience in land use planning and management across Orange and Los Angeles Counties, Northern California, and Oregon. His expertise encompasses current and advanced planning, design review, coastal development review, CEQA compliance, project and staff management, and professional practice development. Before joining CSG, Mr. Edwards held planning positions in both the public and private sectors, including leadership roles as Community Development Director, Planning Manager, and Principal Planner.

CSG Relevant Experience
Acting Community Development Director/Planning Manager 1 City of Carson, CA. As Acting Planning Manager and Community Development Director for the City of Carson, Mr. Edwards oversaw the Planning Department, including CSG staff, and managed project scheduling, budgeting, and agenda preparation. He also participated in public hearings, managed the City's on-call environmental and design consultants, and provided strategic direction for the comprehensive General Plan Update.

Principal Planner 1 City of El Segundo, CA. In his role as a contract Principal Planner, Mr. Edwards managed complex discretionary and administrative permits, including Development Agreement negotiations and environmental impact report management. He also prepared agendas, reviewed and authored reports, and delivered presentations to elected officials, commissions, and community groups.

CSG

CONSULTANTS
Education
Bachelor of Science, Urban and
Regional Planning
California Polytechnic State
University,
Pomona, California
Masters Coursework, Public Policy
& Administration, California State
University, Long Beach, California
Professional Affiliations
American Planning Association
(APA)
• Orange County Chapter
• Los Angeles Chapter
• Northern Chapter
• Central Chapter
American Institute of Certified
Planners (AICP)
International City/County
Management Association
Association of Environmental
Professionals (AEP)
Relevant Previous Experience
ner 1 City of Huntington Beach, CA. At the City of Huntington Beach, Mr. Edwards managed discretionary and administrative permits, mentored staff, prepared and reviewed agendas and reports, and interpreted zoning regulations as the Zoning Administrator Liaison. He also supervised environmental consultants and developed strategies for streamlining permit processing and enhancing customer service.

Planning Manager 1 Baysinger Partners Architecture, Portland, OR. As Planning Manager at Baysinger Partners Architecture, Mr. Edwards supervised the planning and entitlement division, managed staff priorities and the department budget, and handled public and private development project applications. He also provided contract Planning Director services, coordinated with consultants and provided project management and professional practice development.

Planner 1 City of Beaverton, OF Mr. Edwards managed current planning projects, assisted with design review code revisions, and delivered presentations to elected officials, commissions, and community groups. He also served as the City staff liaison for an inter -jurisdictional commuter rail project and committee.

Associate Planner 1 City of Santa Monica, CA. While at the City of Santa Monica, Mr. Edwards presented to the zoning administrator, planning commission, and architectural review board. He also prepared reports for various entitlement projects and provided customer service assistance to the public. 34 Gena Guisar, AICP

DIRECTOR OF PLANNING SERVICES
Ms. Guisar, AICP, is a highly experienced urban planner in both the private and public sectors. Ms. Guisar has designed and managed a wide variety of development applications and led teams through the entitlement and environmental review process. Her approach to General Plan Updates, Specific Plans, master planning, CEQA compliance, yield studies, code analysis, historic research, demographic studies, conceptual grading and conceptual landscape design involves placemaking, sustainability, and economic feasibility. Ms. Guisar's thorough knowledge of the principles and practices of urban and regional planning, zoning, and subdivision concepts makes her an asset to any development team. The scale and scope of Ms.

Guisar's projects not only requires her to be creative and detail oriented, but flexible, adaptable and multidisciplinary.

Relevant Project Experience
Contract Principal Planner 1 City of Carson, CA. Ms. Guisar recently served as the Interim Planning Manager for the City of Carson. She currently serves as a Contract Principal Planner where she manages several high-profile, complex entitlement projects. Ms. Guisar oversees every aspect of each project, including coordination with the applicant team and city staff, project review, public outreach, schedule and budget management, preparation of staff reports and notices, and presentations to elected officials and stakeholders. Ms. Guisar is also responsible for the CEQA compliance documentation, which is an EIR for all projects.

Contract Principal Planner 1 City of Norwalk, CA Ms. Guisar is currently assisting the City of Norwalk in the project management of a large mixed-use TOD redevelopment project. Ms. Guisar oversees all aspects of the project including due diligence, CEQA compliance, urban design, public outreach, the Specific Plan and the Development Agreement. Ms. Guisar coordinates closely with City Staff, subconsultants and the applicant team while maintaining schedules and budgets.

Contract Principal Planner 1 City of Palos Verdes Estates, CA. Ms. Guisar is preparing the sixth cycle Housing Element Update for the City of Palos Verdes Estates. Ms. Guisar's involvement includes extensive meetings and coordination with the California State Department of Housing and Community Development, community outreach and public hearings.

Contract Principal Planner 1 City of El Segundo, CA. As a contract principal planner, Ms. Guisar led the effort to administer an SB 2 grant for the City of El Segundo. The SB 2 grant will fund several activities related to the City's Housing Element Update, such as public outreach, the housing sites inventory, zoning analysis, and housing -related ordinances. In addition, Ms. Guisar also managed other complex entitlement projects, prepares agendas, reviews and prepares reports; and conducts presentations to elected officials, commissions, and citizen groups.

Contract Principal Planner 1 City of Fullerton, CA. Ms. Guisar provided oversight for design and development review for various projects within the City of Fullerton. Ms. Guisar's services included zoning text amendments, ordinance preparation, and coordination with various City staff.

Contract Planner 1 City of Garden Grove, CA. In her role as a contract Planner for the City of Garden Grove, Ms.

Guisar managed a variety of development applications, reviewed and processed administrative permits, and participated in long range planning efforts. Ms. Guisar services also included the preparation of reports and presentations to the Zoning Administrator, Planning Commission and City Council.

CSG

CONSULTANTS
Education
Masters, Urban and Regional
Planning
University of California, Irvine
Bachelor of Arts, Social Science
Research & Analytical Methods
University of California, Irvine
Professional Affiliations
ULI Women's Leadership Initiative
Council Member
American Planning Association
American Institute of Certified
Planners
Urban Land Institute
ULI NEXT Council Member
UCI MURP Graduate Student
Mentor
35 Leila Carver, PTP

SENIOR PLANNER
Ms. Carver serves as a Senior Planner for CSG Consultants. Ms. Carver has expertise in project management, CECiA, GIS and demographic research, and excels in leadership and customer service. She gained skills and knowledge in many areas of transportation planning from her nine years of experience with Caltrans. Ms. Carver is an independent worker, has outstanding verbal and written communication skills, and is an integral part of the CSG team.

She is currently serving as a Consulting Planner for the cities of Tustin, Oxnard, and Town of Colma and serves as a Board Member for the APA California Chapter, Orange Section.

Relevant Experience
Planner 1 City of Tustin, CA. Ms. Carver serves as a planner for the City of Tustin where she manages complex discretionary permit cases. She also provides mapping services to the staff.

Planner 1 City of Oxnard, CA. Ms. Carver serves as a planner for the City of Oxnard where she assists with complex discretionary permit cases.

Planner 1 City of El Segundo, CA. Ms. Carver serves as a planner for the City of El Segundo where she assists with complex discretionary permit cases.

Ms. Carver conducts project review, prepares staff reports and notices, presents to community and stakeholders and coordinates with applicants and their consultants as part of these efforts.

Planner 1 Town of Colma, CA. Ms. Carver provides planning and transportation planning services to the Town of Colma by assisting with the Town's Bike and Pedestrian Master Plan, General Plan Update and Environmental Impact Report, and Climate Action Plan Update.

Planner 1 City of Burbank, CA. Ms. Carver served the Planning Division with the review and processing of several proposed single-family development special development permits in compliance with the City's requirements for Neighborhood Compatibility Review.

Planner 1 City of Carson, CA Ms. Carver served as a planner for the City of Carson where she managed several complex discretionary permit cases. Ms. Carver conducted project review, managed schedules, prepared staff reports and notices, presented to the Planning Commission and stakeholders, and coordinated with applicants and their consultants as part of these efforts. She also provided transportation planning expertise to the City for development and capital improvement projects and fee programs. Ms. Carver participated in the Community Outreach and Public Participation team including attending multiple community events to solicit input from public/community for General Plan Update.

Planner 1 City of Compton, CA. Ms. Carver served as a planner for the City of Compton where she reviewed various development plans, prepared comment letters, and assisted City Staff with priority projects. She managed the development review for a transitional housing project for a discretionary permit application for a conversion from an existing hotel to transitional housing project with supportive services. She also participated in the community outreach efforts/charrettes for a new Downtown Specific Plan.

CSG

CONSULTANTS
Education
Master, Urban and Regional
Planning,
California Polytechnic State
University,
Pomona, California
Bachelor of Arts, Political Science
& Geography,
California State University,
Fullerton
Professional Affiliations
American Planning Association
(APA) �
Vice Director Finance, Board
Member for California Chapter
Orange Section
Professional Transportation
Planner Transportation
Professional Certification Board
Awards
SuperiorAccomplishment Award,
2015
Participation and leadership on the
Caltrans Development Review
Geobased Tracking System
software application
Presentations
Panelist for UCI Diversity Panel for
University of Irvine, CA
Moderator for APA Orange Section
Program July 2020, Zoom
1 36

CSG

CONSULTANTS
Jonathan Kwan

SENIOR PLANNER
Mr. Kwan is a Senior Planner at CSG with over a decade of diverse experience Education in both the public and private sectors. He brings a strong track record of Bachelor of Arts, Environmental
successfully managing complex, high-profile projects from inception through Studies (Concentration in Urban entitlement. His experience includes project management, current and Planning),
advanced planning, ArcGIS, and Sustainability. University of California, Santa Barbara,
Santa Barbara, California
Planner 1 Bell, CA. Mr. Kwan is currently serving as project manager for the City Training of Bell, where he is overseeing several high-profile and complex entitlement 2020 ICLEI Greenhouse Gas efforts. His responsibilities include coordinating between applicant teams and Forecasting, Target Setting, & city departments, evaluating project proposals, tracking schedules and Planning Cohort budgets, drafting staff reports and public notices, and delivering presentations 2019 SEEC Greenhouse Gas to decision-making bodies. Inventory Cohort,
San Francisco State University,
Planner 1 Irwindale, CA. In his role as a contract planner for Irwindale, Mr. Kwan San Francisco, California provides full -scope project management services for three industrial developments totaling approximately 700,000 square feet. He handles entitlement processing, ensures compliance with CEQA and zoning regulations, facilitates coordination among city staff and applicants, prepares staff reports, and presents projects to city officials.

Planner 1 City of Fullerton, CA. Mr. Kwan supports the City of Fullerton as a contract planner, focusing on zoning code amendments to align with State Housing Law and streamlining development review procedures. He also contributed to staff augmentation by managing a variety of entitlement applications, offering both current and long-range planning support.

Planner 1 City of El Segundo, CA. Mr. Kwan assisted the City of EI Segundo in processing the entitlement of a commercial office development and a six -story parking structure with a ground -floor cafe in the Smoky Hollow Specific Plan Area. His role included managing the entitlement process, reviewing project plans, coordinating with internal departments and external stakeholders, and preparing materials for presentations to Planning Commission and City Council.

Relevant Project Experience
Planner 1 City of Norwalk, CA. or the City of Norwalk, Mr. Kwan played a key role in the entitlement of a Specific Plan for the redevelopment of a 32 -acre site into a mixed-use, transit -oriented community. His responsibilities included conducting due diligence, CEQA analysis, providing urban design input, public engagement, and contributions to the Specific Plan. He worked closely with City staff, subconsultants, and the applicant to maintain schedule and budget.

Planner 1 Town of Colma, CA. As a contract planner for the Town of Colma, Mr. Kwan handled both current and long- range planning. He processed a broad spectrum of permit applications, conducted CEQA environmental reviews, including Initial Studies and Mitigated Negative Declarations, and delivered presentations to the City Council. He also contributed to the development of new ordinances and reach codes, and supported updates to the Town's General Plan, Climate Action Plan, and Housing Element.

Planner 1 City of Scotts Valley, C. Mr. Kwan has supported the City of Scotts Valley in managing several complex entitlement projects. His work includes applicant and staff coordination, CEQA compliance, community engagement, report preparation, and public presentations. Currently, he oversees the City's GIS data and systems and provides ongoing support for its Affordable Housing Program.
37 Glenn Lajoie, AICP
CSG

CONSULTANTS

PRINCIPAL, DIRECTOR OF ENVIRONMENTAL PLANNING
Mr. Lajoie has over 35 years of experience in the practice of CEQA/NEPA environmental review and Community Planning for clients and agencies throughout California. His range of environmental review studies has included policy, land development and infrastructure projects. Along with an extensive background in CEQA/NEPA, his practices have also encompassed policy planning programs, such as General Plans, Specific Plans, neighborhood studies and due diligence analysis. Mr. Lajoie's skill set includes project and budget management, quality assurance, meeting facilitation, agency staff service assistance, and third party/peer review verification of analysis and findings. His primary objective as a professional planner has always focused on assuring integrity, quality and legal defensibility of analysis and processes, culminating in win-win solutions for clients and communities.

Mr. Lajoie has an extensive background with local and regional agencies throughout California. The geographic context is wide ranging including: resort and destination projects in the Town of Mammoth Lakes; numerous infrastructure and water availability/desalination project reviews in the Community of Cambria; city center and neighborhood revitalization opportunities in Lancaster: over two million square feet of expansion for the Raytheon Corporate facility in El Segundo; Long Point (Terranea Resort) in Rancho Palos Verdes; downtown high rise and mixed-use proposals in Long Beach; The 2035 General Plan Update for Buena Park; buildout of the Cypress Business Park Master Plan in Cypress; campus modernization and enhancement projects at the University of California, Riverside and the master plan for beautification and growth at the Hotel Del Coronado.

Education
Master's Degree in Public Policy
and Administration,
California State University,
Long Beach, California
Bachelor of Arts, Geography/
Urban Studies,
California State University,
Long Beach, California
Professional Affiliations
American Planning Association
(APA)
Association of Environmental
Professionals (AEP)
Relevant Project Experience
Amazon Delivery Station IS/MND, West Covina
I Beverly Hills Gardens and Montage Hotel Mixed
Use Project EIR
I Brookhurst/Adams Intersection Improvements
EIR, Huntington Beach
I Dana Point Town Center IS/MND, Dana Point
I Department of Water and Power Specific Plan
Amendment EIR, Seal Beach
I Downtown Fairfield Justice Center Campus
IS/MND, Solano County
I Historic Downtown Upland Specific Plan/EIR,
Upland
I Hyundai North American Corporate Campus EIR,
Fountain Valley
I In-house CEQA Training, Laguna Beach
I Janss Marketplace Hotel EIR, Thousand Oaks
I Lincoln (Nelles) Specific Plan EIR, Whittier
I Mammoth Yosemite Airport Regional Air Service
IS/MND, Mammoth Lakes
I Manteca Marketplace Section 15183 CEQA
Consistency Checklist, Manteca
I Mission Viejo Medical Center Office Building EIR
I North Third Street Mixed Use IS/MND, Burbank
I Oasis Road Specific Plan Master EIR, Redding
I On-call Environmental Planning Service,
Calaveras County
I On-call CEQA Review, Colma
I Palmdale Transit Village Specific Plan/EIR,
Palmdale
I Piercy Road Industrial Warehouse IS/MND,
San Jose
I Robinson Ranch North EIR, Yucaipa
I South Pasadena Downtown Revitalization Project
EIR, South Pasadena
I South San Francisco 2040 General Plan
Update EIR
I Southeast Development Area Specific Plan
Program EIR, Fresno
I The Colonies at San Antonio Specific Plan EIR,
Upland
38 KeIIi Allen

ENVIRONMENTAL PROJECT MANAGER
Ms. Allen serves as an Environmental Project Manager and is currently providing staff support to CSG clients. Ms. Allen has experience in the preparation of CEQA and NEPA documents, including EIRs, IS/(M)NDs, Categorical Exclusions, and safety elements. Ms. Allen has completed CEQA documentation for mixed-use developments, residential, commercial, retail, and industrial projects, and has conducted peer reviews of EIRs and ISMNDs for commercial and residential development projects. Ms. Allen has experience drafting presentations and writing administrative CEQA documents, including Project Descriptions, Notices of Availability, Preparation, and Determination, and OPR summary documents.

Relevant Project Experience
Janss Marketplace Hotel Project EIR 1 City of Thousand Oaks, CA. Ms. Allen assisted in the preparation of an EIR to evaluate the potential environmental impacts of the development of a hotel at 225 North Moorpark Road in Thousand Oaks. The proposed project includes demolition of the current two-story retail building, to be replaced by a five -story dual hotel and retail pad, the creation of a map to designate airspace rights, and a zoning change to the footprint of the hotel to increase the building's height limitation.

Valley of the Sacred Heart Academy IS/MND 1 City of Dixon, CA. Ms. Allen is assisting in the preparation of an IS/MND to evaluate the potential environmental impacts of the development of an educational facility project at 209-231 East A Street in Dixon. The proposed project involves the removal of a concrete access driveway, along with mesh wire fencing and posts, in order to construct a two-story, 11,539 square -foot educational center building with associated surface parking and landscaping improvements.

CSG

CONSULTANTS
Education
Bachelor of Arts Degree,
Geography/Environmental Studies
and Political Science with
International Relations
Concentration,
University of California,
Los Angeles
Minor in Global Studies,
University of California,
Los Angeles
Wildlands Studies Belize Program
Concentration in Environmental
Conservation
Environmental Wildlands Studies
Environmental Field Survey
Wildlands Environment and
Culture,
Western Washington University
Professional Affiliations
Association of Environmental
Professionals Member
Independence East IS/MND 1 City of Dixon, CA. Ms. Allen is assisting in the preparation of an IS/MND to evaluate the potential environmental impacts of the development of a gated rental community townhome project at the northeast intersection of North 1st Street and Vaughn Road. The proposed project involves the construction of 110 duplex buildings, totaling 220 dwelling units on 15.18 acres, with associated surface parking, landscaping, an on-site leasing center, pool and recreation amenities, a resident fitness center, and a dog park.

ARCO Commercial Center and Car Wash Project IS/MND 1 City of Plymouth, CA. Ms. Allen assisted in the preparation of an IS/MND to evaluate the potential environmental impacts of the development of a commercial store, gas station, and car wash at 18725 CA 49 in Plymouth. The proposed project includes development of the currently vegetated site to construct a fuel canopy, car wash, convenience store, and parking lot, a general plan amendment, and a zoning change to accommodate the high -traffic commercial use in the downtown area. 1890 South Coast Highway IS/MND 1 City of Laguna Beach, CA. Ms. Allen is assisting in the preparation of an IS/MND to evaluate the potential environmental impacts of the development of a mixed-use retail and residential project at 1890 South Coast Highway in Laguna Beach. The proposed project involves the demolition of an existing car wash facility to be replaced by a mixed-use retail and residential complex with a subterranean garage and approximately 5,200 square feet of deck area.
39 Oscar Escobar

ENVIRONMENTAL PROJECT MANAGER
Mr. Escobar serves as an Environmental Project Manager for CSG Consultants and is currently providing support to CSG clients. As a member of the Environmental Planning team, he specializes in the preparation of California Environmental Quality Act (CEQA) environmental documentation, including categorical exemptions (CEs), initial studies (IS), negative declarations (ND)/mitigated negative declarations (MND), environmental impact reports (EIRs), and environmental assessments, and technical studies, including Phase I Initial/Environmental Site Assessments (ISA/ESA), Shade/Shadow Studies, and Visual Impact Assessments (VIA) for various environmental planning projects located throughout California.

Relevant Project Experience
Valley of the Sacred Heart Academy IS/MND 1 City of Dixon, CA Mr. Escobar is assisting in the preparation of an IS/MND to evaluate the potential CSG

CONSULTANTS
Education
Master of Urban and Regional
Planning (MURP), California
Polytechnic State University,
Pomona
Bachelor of Science in
Environmental Management and
Protection, California Polytechnic
State University, San Luis Obispo
Professional Affiliations
Association of Environmental
Professionals (AEP), Co -Vice
President of Programs
American Planning Association
environmental impacts of the development of an educational facility project (APA), Member at 209-231 East A Street in Dixon. The proposed project involves the removal of a concrete access driveway, along with mesh wire fencing and posts, in order to construct a two-story, 11,539 square -foot educational center building with associated surface parking and landscaping improvements.

Independence East IS/MND 1 City of Dixon, CA. Mr. Escobar is assisting in the preparation of an IS/MND to evaluate the potential environmental impacts of the development of a gated rental community townhome project at the northeast intersection of North 1st Street and Vaughn Road. The proposed project involves the construction of 110 duplex buildings, totaling 220 dwelling units on 15.18 acres, with associated surface parking, landscaping, an on-site leasing center, pool and recreation amenities, a resident fitness center, and a dog park. 930 Commercial Street Project IS/MND 1 City of San Carlos, CA. Mr. Escobar is assisting in the preparation of an IS/MND for the 930 Commercial Street Project, which includes the removal of the two existing single -story industrial buildings and asphalt parking lots, in order to construct a new one-story, 48,370 -square -foot automobile repair facility with associated surface parking and landscaping improvements. The facility would be designed to service and maintain a fleet of corporate gasoline -powered, light-duty vehicles, featuring a variety of amenities and spaces geared towards the industrial use. The ground floor of the facility (43,604 square feet) would include 30 car storage spaces, three flat stalls, four lift bays, two wash bays, a detail bay, a smog bay, mechanic bay, alignment bay, workshop, open work space, tire changing area, oil storage, building storage, temporary storage, open tool storage, office room, fabrication room, main electrical room, plumbing room, break room, vehicle history room, IT/minimum point of entry (MPOE) room, laundry/janitorial room, equipment room, parts wash and media blasting room, trash room, technical library room, reverse osmosis room, fuel shed, unisex restrooms, foyer, fire extinguisher cabinets, and fire hose cabinets. The mezzanine floor of the facility (4,766 square feet) would include mezzanine space, guard railing, and a roof access hatch. The roof of the facility would include rooftop equipment, photovoltaic panels, smoke and heat vents, and a roof access hatch. Ancillary facilities, including internal stairs and a custom -sized material lift, are also proposed. Discretionary approvals would include a Protected Tree Removal Permit and a Design Review Permit.

Modjeska Grade Road Improvements Project IS/MND 1 County of Orange, CA. Mr. Escobar assisted in the preparation of an IS/MND to evaluate the potential environmental impacts of the proposed roadway, drainage, and erosion control improvements along Modjeska Grade Road, located within the eastern portion of unincorporated Orange County, approximately 2.2 miles north of State Route 241, in Modjeska Canyon. 40 Rose Guadian

ASSISTANT ENVIRONMENTAL PLANNER
Ms. Guadian serves as an Assistant Environmental Planner for CSG Consultants and is currently providing staff support to CSG clients. Ms.

Guadian has experience working with environmental documents, including EIRs, IS/MNDs, Addenda, and Categorical Exemptions. She has worked as a Community Development Intern supporting general plan element updates, housing projects, aggregate mining projects, industrial manufacturing projects, and warehouse projects.

CSG Relevant Experience
Milpas Street Mixed -Use Project 1 City of Santa Barbara, CP Ms. Guadian is currently assisting with the preparation of a CEQA Section 15183 Exemption Consistency Checklist for a mixed-use project in the City of Santa Barbara which would include the development of a four-story 53 -unit multi -family residential building and an existing commercial building, approximately one block from the Pacific Ocean.

CCSG

ONSULTANTS
Education
Master of Science Candidate in
Sustainability Management
and Policy,
California State University, Long
Beach, California
Bachelor of Arts in
Environmental Science and Policy,
University of California, Irvine
Irvine, California
Professional Affiliations
Association of Environmental
Professionals (AEP) Member
Independence East Project 1 City of Dixon, CA. Ms. Guadian is currently assisting with the preparation of an Initial Study/Mitigated Negative Declaration for the Independence East Project in the City of Dixon. The project would include 110 duplex buildings consisting of 220 dwelling units and five common area buildings on approximately 15.18 acres of vacant land.

Grove Avenue Mixed -Use Project 1 City of Rancho Cucamonga, CA. Ms. Guadian is currently assisting with the preparation of a CEQA Class 32 Exemption for a mixed-use project in the City of Rancho Cucamonga which would include the development of a three-story 12 -unit multi -family residential building and 1,748 square feet of ground -floor commercial -use space.

Laguna Beach Downtown Specific Plan Phase II Project 'City of Laguna Beach, CA. Ms. Guadian is currently assisting with the preparation of an EIR for a Phase II Downtown Specific Plan in the City of Laguna Beach which would potentially include the expansion of infill housing opportunities, unlimited housing density, increased building heights, and parcel mergers for affordable housing, allowing up to 400 additional residential units. 41 Kathleen Gallagher

SENIOR SUSTAINABILITY MANAGER, PRINCIPAL
Ms. Gallagher has a successful track record of developing and implementing cost-effective sustainability programs to meet compliance targets in Climate Action Plans, SB 1383 Compliance Plans and Zero Waste Plans. Ms. Gallagher has 29 years of experience as a collaborative leader who can implement a wide range of sustainability projects for client cities to achieve their goals.

Recent projects include developing new franchise agreements, managing negotiations process for cities' compliance with SB 1383; initiating and managing grants and approval for 3 new solar projects, expanding electric vehicle charging infrastructure with grant funding, community engagement project development, and implementing electrification projects to meet greenhouse gas reduction targets. Ms. Gallagher served in the public sector for over 11 years for a joint powers authority of 12 member cities, managing all aspects of diversion compliance. Her public sector experience gives her excellent insight and understanding of the unique challenges that city staff face which inform her successful solutions to meeting sustainability targets.

Recent Project Experience
Integrated Waste Management Manager 1 South Bay Joint Powers Authority Ms. Gallagher managed all aspects of the Joint Powers Authority including:

I Developed new franchise agreement, Request for Proposal (RFP) to improve commercial/organics diversion and performance
requirements. Results: diversion rate doubled with minimal rate impact.

I Presented to elected officials, task forces, community groups P Managed Proposition 218 notification process
Developed CALGreen compliance program
I Managed landfill agreement compliance, provided technical expertise regarding negative impacts of landfill expansion • Initiated Green Business Certification program
I Completed CalRecycle compliance reporting, on-site audits Sustainability Program Manager 1 San Mateo County Jurisdiction Ms. Gallagher manages all aspects of sustainability for city including:
• Developed Climate Action Plan to meet the greenhouse gas reduction (GHG) targets
P Implemented high impact GHG reductions programs: energy efficiency programs, solar projects, water efficiency projects P Developed Ordinances & Policies with implementation assistance • Developed new organics/recycling programs for franchise agreement with diversion performance standards
P Trained staff for CalRecycle reporting/compliance
P Implemented Climate Action Planning Workshops
• Presentations to elected officials, task forces, community groups P Awarded Beacon for Best Sustainability Program Implementation CSG

CONSULTANTS
Education
University of Michigan
Ann Arbor, MI
Political Science/Environmental
Resources
Financial Consultant Certification
Professional
Certifications/Affiliations
• Sustainability
Management
Certification
• Regional Climate Action
Planning Task Force
• California Resource
Recovery Association
(CRRA
• Local Governments for
Sustainability/ICLEI
Skills
Implement High Impact
Sustainability Programs
Develop Climate Action Plans
Energy Efficiency/Solar Project
Development
SB 1383 Compliance
CalGreen Compliance
CalRecycle Compliance Reporting
Public Education & Outreach
Development
Environmental Preferable
Purchasing Policy Development
Presentations to Elected Officials,
Community Groups
Grant Writing/Grant Management
Awards
Beacon Award Winner
Sustainability Program
Implementation & Greenhouse
Gas Emission Reductions -Silver
Level
42 Dylan Flood

ASSISTANT PLANNER
Mr. Flood is an Urban Planning professional with a strong background in municipal entitlements, CEQA/NEPA compliance, and public sector constituent services. He is experienced in managing environmental documentation for major infrastructure projects and interpreting complex zoning codes for agency decision -makers. Mr. Flood has a proven ability to provide diplomatic, front-line customer service to the public through work with the Los Angeles City Council.

He is skilled in GIS, permit processing, and inter -agency coordination.

Relevant Experience
Planning Consultant 1 Ricondo & Associates, Los Angeles, CA Mr. Flood reviewed and processed complex entitlement and environmental compliance documents for LAWA's $30B capital program, ensuring consistency with General Plan and zoning standards. He prepared technical reports, public notices, and presentation graphics for regulatory agencies using ArcGIS and AutoCAD. Mr. Flood navigated regulatory sensitivities for high -visibility infrastructure projects, translating dense technical data into clear strategic guidance for agency decision -makers and stakeholders. Mr. Flood managed full-time summer interns and contributed in a fast -paced, changing, and client -centered consulting environment. He also coordinated with property owners, project developers, and public officials to resolve regulatory bottlenecks and ensure timely permit issuance.

Constituent Services Intern 1 City Councilmember Mike Bonin Office, Los Angeles, CA Mr. Flood served as the primary point of contact for the general public, advising residents on City services, planning issues, and public works inquiries via phone and email. He researched and resolved land use and service complaints by coordinating directly with City departments, demonstrating diplomacy in sensitive situations.

Environmental Planning Intern I Los Angeles World Airports (LAWA) As an environmental Planning Intern Mr. Flood collaborated as a member of the Development Group and Environmental Planning Unit, helping the teams to plan over $30 billion in development alongside critical consulting firms. He managed LAWA's internal Mitigation Monitoring and Reporting Program (MMRP) data on behalf of the EPU, inputting construction details to ensure sustainable emissions control. Mr. Flood conducted critical research to fulfill historic building and CEQA/NEPA regulations for development, including field work. He also reviewed and assisted in the development of Vision and Planning studies for future capital improvements.

CSG

CONSULTANTS
Education
Bachelor of Arts: Double Major
in Political Science and Urban
Studies, Cum Laude
Loyola Marymount University
Los Angeles, CA
Certifications
CITI Social and Behavioral
Responsible Conduct of
Research Certification
43 Josephine Rivera

ASSOCIATE PLANNER I
Ms. Rivera is an accomplished Associate Planner with more than six years of progressively responsible experience in municipal planning, entitlement processing, CEQA coordination, Housing Element compliance, and public - facing development services. To her work, she brings a unique combination of technical planning expertise and advanced document design and presentation skills, enabling her to translate complex regulatory and environmental requirements into clear, defensible, and publicly accessible planning documents. Her recent experience emphasized entitlement coordination, environmental documentation support, Housing Element response management, and process improvement for California jurisdictions.

Relevant Project Experience
CSG

CONSULTANTS
Education
B.S. in Urban Planning (Major)
B.S. in Sustainability (Minor)
Arizona State University
A.A. in Architectural & Interior Design
Fashion Institute of Design &
Merchandising
A.A. in Liberal & Behavioral Science
Golden West Community College
Contract Planner, City of Tustin, CA
Ms. Rivera provides contract planning services to the City of Tustin where she performs plan review and plan check services.

Senior Project Manager / Presentation Specialist / Graphic Designer, RiVision, Westminster, CA Ms. Rivera founded and led RiVision, LLC, where she provided municipal planning support services to public agencies and private planning firms. She prepared and coordinated development submittal packages for residential, commercial, and mixed-use projects, including application materials, technical exhibits, CEQA documentation, and public hearing materials, ensuring consistency with municipal requirements. She coordinated with environmental consultants and agency staff to organize Initial Studies, Mitigated Negative Declarations, and Environmental Impact Reports, supported response -to - comments matrices and Final EIR revisions, and helped maintain clear, defensible environmental records. Ms. Rivera also assisted in preparing staff reports, draft conditions, zoning and land -use exhibits, conceptual site plans, and Planning Commission and City Council presentation materials. In addition, she supported RFP and grant submittals, public engagement efforts, and the design and organization of Specific Plans, PUDs, and General Plan Amendments.

Associate Planner 1 Bowman Group, Brea, CA
Ms. Rivera served as an Associate Planner with Bowman Group, where she led Housing Element response coordination with the California Department of Housing and Community Development (HCD) for the Cities of Lynwood, Huntington Park, and Adelanto, serving as primary liaison to ensure timely and accurate responses to review comments. She trained assistant and intern planners in staff report writing, zoning analysis, Housing Element preparation, and Environmental Justice documentation. Ms. Rivera also edited environmental and technical documents to ensure clarity and CEQA support, and provided public counter services to improve intake accuracy, consistency and customer service. For the City of Westminster, she authored a comprehensive public counter Standard Operating Procedure, streamlined wireless telecommunications application workflows, assisted with development of an ADU streamlining worksheet, and provided graphic and layout support for urban design and form -based code documents. For the City of Huntington Park, she provided staff augmentation, served as the Housing Element update liaison with HCD, and implemented tracking procedures.

Associate Planner 1 City of Montebello, CA
Ms. Rivera served as an Associate Planner for the City of Montebello, where she managed discretionary entitlements, including Conditional Use Permits, variances, subdivision maps, and site plans from intake through public hearing approval.

She prepared CEQA Initial Studies and Mitigated Negative Declarations, coordinated AB 52 consultation, and authored staff reports, findings, and conditions of approval for Planning Commission and City Council consideration. Ms. Rivera served as Zoning Administrator, issued determinations, supervised two Assistant Planners, and implemented standardized templates and checklists that reduced rework and shortened review timelines. 1 44

Junhyun (Jun) Kim

ASSISTANT PLANNER II
Mr. Kim is a land planning analyst with a well-rounded background in both the public and private sectors. He applies a multidisciplinary approach to complex planning programs, including Specific Plans, General Plans, Zoning Codes, Housing Elements, and Development Code updates. His expertise spans comprehensive planning, policy analysis and development, local government policy, land use analysis, and the implementation of planning projects.

Mr. Kim has applied his academic foundation to various planning projects in housing, policy writing, private development, and community outreach. He served as a Land Planning Analyst for Kimley-Horn where he handled entitlements and permit processing for several large-scale developments. As an intern with M -Group, he supported residential development projects through design review, CEQA analysis, and the creation of a Water Efficient Landscape Ordinance Checklist.

CSG

CONSULTANTS
Education
B.S., City and Regional Planning,
California State Polytechnic University,
San Luis Obispo
Professional Affiliation
Co -Chair, Orange County Young &
Emerging Planners, American Planning
Association (OC YEP APA)
Relevant Project Experience
Housing Element 16th Cycle Update
• Provided 6th Cycle Housing Element Updates to various municipalities including the Cities of Santa Cruz, Scotts Valley, Villa Park, Hollister, Placentia, Hidden Hills, and Rialto, and the County of San Benito.

Specific Plan 1 Comprehensive Plan 1 Rezones & Municipal Code Amendments Implementation Programs • Assisted in the implementation of specific plans, comprehensive plans, rezones, and municipal code amendments for various projects, including:
o Washington and Rosemead Boulevards Transit -Oriented Development Specific Plan for the City of Pico Rivera
o Walnut Village Specific Plan for the City of Fontana
o Rezones and municipal code amendments for the Cities of Arcadia and Villa Park o Comprehensive plan for the Pala Band of Mission Indians Entitlement 1 Permit Processing
• Managed entitlement and permit processing for various projects including:
o Permit tracking and compliance for the World Logistics Center in the City of Morena Valley o Drive -up expansion permit processing for Target Corporation across multiple cities, including Buena Park, Carson, Diamond Bar, Fontana, Garden Grove, La Habra, La Quinta, Lake Elsinore, Lake Forest, Los Banos, Manhattan Beach, Ontario, Rancho Santa Margarita, Santa Clarita, Signal Hill, Simi Valley, and Whittier o Site investigation reports for Circle K in the Cities of Highland and Palmdale Additional Experience
• Conducted community workshops for Housing Element updates in the Cities of Scotts Valley, Santa Cruz, and Hollister • Led public outreach efforts for the Washington and Rosemead Boulevards Transit -Oriented Development Specific Plan in the City of Pico Rivera
• Developed a Water Efficient Landscape Ordinance for the City of Pinole • Prepared Disadvantaged Business Enterprise (DBE) reports for Hayward Executive Airport, Salinas Municipal Airport, and Monterey Regional Airport
1 45

Kayla Chang

ASSISTANT PLANNER
Ms. Chang is an urban planning professional with customer service, project execution and community engagement experience. She is adept in zoning code interpretations, processing planning projects and building permits, and providing responsive and effective customer service.

Relevant Experience
CSG Contract Planner 1 City of Fullerton, CA
Ms. Chang serves the City of Fullerton as a contract Assistant Planner, a role in which she provides public counter support including zoning and land use guidance, application intake and review, and customer support, while coordinating with internal departments to facilitate permit processing.

Planning Intern and Building & Safety Intern 1 City of Whittier, CA Ms. Chang supported the City of Whittier's Community Development Department as a Planning Intern, where she reviewed and processed ministerial and administrative planning applications, including accessory dwelling units (ADUs), single-family residential additions, mechanical equipment, fences and walls, and signage. She conducted research and site analysis to verify compliance with the City's zoning code, general plan, and development standards, and prepared comment letters and public notices to support planning staff and respond to public inquiries. Ms. Chang also assisted in the review and processing of conditional use permits, variances, and development review projects, while also providing customer service at the public counter and over the phone—guiding applicants through planning procedures and zoning requirements.

In her role as a Building & Safety Intern, Ms. Chang issued building permits both online and over the counter for a range of project types, including solar installations, roofing, mechanical systems, electrical work, and general construction. She worked directly with contractors, homeowners, and design professionals to resolve inquiries and clarify permit requirements and application procedures. Ms. Chang also ensured that permit applications met applicable building codes and department standards prior to issuance, maintained accurate records, and coordinated closely with plan checkers and inspectors.

Director of Urban Climate Program Development 1 Water Insecurity Correction Coalition, Los Angeles, CA Ms. Chang served as Director of Urban Climate Program Development for the Water Insecurity Correction Coalition in Los Angeles, where she oversaw end-to-end coordination of large-scale community events and projects. This involved ensuring clear communication among diverse stakeholders, including community members, city representatives, clean water organizations, and universities. Ms. Chang also compiled detailed monitoring and evaluation (M&E) reports and documented meeting outcomes to support policy advocacy efforts and strengthen community engagement initiatives.

Family Division Intern 1 Morris County Courthouse, Morristown, NJ For the Morris County Courthouse, Ms. Chang worked as a Family Division Intern, collaborating closely with judges, attorneys, and external organizations to support daily operations and ensure efficient task execution. A key responsibility of her role included conducting community outreach initiatives aimed at fostering trust and building consensus around courthouse procedures and personnel.

Environmental Education Intern 1 Friends of Ballona Wetlands, Los Angeles, CA As a Ballona Wetlands Environmental Education Intern, Ms. Chang directed and led community events focused on environmental conservation, and demonstrated her strong skills in team coordination, public outreach, and facilitation of conservation initiatives. She also collected data for GIS mapping and contributed to the restoration of historical sites, with an emphasis on research and preservation of Indigenous tribal lands.

CSG

CONSULTANTS
Education
Bachelor of Arts in
Environmental Studies &
Philosophy
Loyola Marymount University
Los Angeles, CA
Memberships
American Planning Association
Phi Beta Kappa Honor Society
46 HIGHLIGHTS OM

CRM TECH
Cultural Resource Management
MICHAEL HOGAN, PH.D.

Principal Investigator I Project Manager
Principal Archaeologist
Contact Information: (909) 376-7843
Responsibilities: Project Management; Quality Control; Lead Archaeologist
Education
• Ph.D., Anthropology, University of
California, Riverside
• B.A., Anthropology, University of California,
Riverside
• Section 106—National Historic Preservation
Act. UCLA Extension Course #888.

Registrations
• Registered Cultural Resource Consultant,
Riverside County No. 113
• Registered Professional Archaeologist
Years of Experience
• Has worked in the field since 1985
• Principal Investigator since 2002
Qualifications
• Exceeds Secretary of Interior's Standards for
Archaeology and Historical Archaeology
• Permit Administrator, Principal Investigator,
BLM Cultural Permit CA -16-03
• Permit Administrator, Field Director, BLM
Paleontological Permit CA -17-02P
• Understanding of State and Federal
regulations
Professional Experience
Mr. Hogan has more than 30 years of cultural resources
management experience. He has worked on some of the
more important archaeological sites in southern
California. Additionally, he has been involved in the
preparation and oversight of cultural resource
management documents according to the requirements of
the California Environmental Quality Act (CEQA) and
the National Environmental Policy Act (NEPA).

He has successfully managed hundreds of projects,
overseeing staff members and their work, to ensure that the various aspects of the research (records searches, field work, graphics production, and report writing) are
efficiently completed to the highest standards while
meeting established schedules. Thus, Mr. Hogan has a
proven record of preparing and managing CEQA/NEPA
projects to successful completion.
47 111

CRM TECH
Cultural Resource Management
HUNTER C. O'DONNELL, B.A.

Project Archaeologist/Historian/Field
Director
Contact Information: (909) 430-4741
Responsibilities: Field Management; Project Archaeologist; Historian

HIGHLIGHTS
Education
• B.A. (cum laude), Anthropology,
California State University, San
Bernardino.
• A.A., Social and Behavioral
Sciences, Mt. San Antonio
College, Walnut, California.
• A.A., Natural Sciences and
Mathematics, Mt. San Antonio
College, Walnut, California.
• Archaeological Field School, Santa
Rosa Mountains; supervised by Bill
Sapp of the United States Forest
Service and Daniel McCarthy of the
San Manuel Band of Mission
Indians.

Years of Experience
• Has worked in the field since 2015
Qualifications
• Exceeds Secretary of Interior's Standards for
Archaeology and Historical Archaeology
Professional Experience
Mr. O'Donnell joined the CRM TECH team in 2017, has
been involved in archaeological research for numerous
CRM TECH projects. He has conducted all aspects of
archaeological fieldwork, including leading surveys,
recording sites, conducting extended Phase I and Phase II testing, Phase III data recovery, artifact processing and analysis, site record production, and archaeological
monitoring.

O'Donnell has completed coursework for the master's
program in Applied Archaeology from California State
University, San Bernardino.
48 CITY OF OXNARDI • PROFESSIONAL PLANNING CONSULTING SERVICES

TECHNICAL STUDIES MANAGER
Eddie G. Torres
Mr. Torres is an expert in air quality, GHG, and noise modeling, including California Emissions Estimator Model (CaIEEMod), the AERMOD Atmospheric Dispersion Modeling System, the Federal Highway Administration Traffic Noise Model (TNM), etc. Mr. Torres also has experience in climate action planning, using his technical and analytical skills to provide climate change and environmental due diligence services to local governments and regional jurisdictions. He is proficient in utilizing climate change tools to develop GHG inventories and Climate Action Plans (CAP), recommending sustainability strategies and programs to local governments, and performing climate risk, vulnerability, and adaptation assessment.

RELEVANT EXPERIENCE
Janss Marketplace Hotel EIR, Thousand Oaks, California. City of Thousand Oaks. Technical Study Manager. Within the 38 -acre Janss Marketplace, the proposed hotel would be located on an existing 27.16 -acre parcel (project site).

Within the 27.16 -acre parcel, the footprint of the proposed hotel (project footprint) would be approximately 36,300 square -feet (0.83 -acres) while the project's area of disturbance (project area of disturbance) would encompass approximately 1.21 - acres. The proposed project includes the construction of a five -story, 216 -room, approximately 133,000 square -foot hotel. The structure would include an open-air courtyard within the center of the building composed of two levels, the first floor consisting of a patio and event area, and the second floor consisting of a pool deck.

Downtown Thousand Oaks EIR, Thousand Oaks, California. City of Thousand Oaks. Technical Study Manager. The approximately 17.68 -acre proposed project Institute of Noise Control Engineering site is generally located at 2100 East Thousand Oaks Boulevard. The proposed project involves a General Plan Amendment to change the land use designation of a 5.33 -acre portion of the project area to Mixed -Use and increase the height within that area; amendment of the Civic Arts Plaza Specific Plan (SP No. 11) to facilitate development of a new pedestrian -oriented downtown, including mixed-use residential, a hotel, commercial, office, and entertainment uses; partial reconstruction of the existing City Hall; public amenities such as a park plaza and outdoor amphitheater; and supporting infrastructure, including new roadways, reconfigured utilities, and stormwater management improvements; a Tentative Tract Map consolidating 14 existing parcels into 9 new lots; a Development Permit for construction of four new buildings, including a seven -story, 142 -key hotel; a seven -story, 161 -unit mixed-use building (26 affordable units) with subterranean garage; a four-story, 79 -unit mixed-use building (13 affordable units) with subterranean garage; a two-story restaurant building; and a public park with a children's play structure, splash pad, interactive play equipment, informal stages and seating areas, and flexible open space `Il1LtllL%li■:1%I t�,

INTERNATIONAL
Years with Michael Baker
27 Years of Experience
27 Contact information
949/855-3612
[email protected]
Education
M.S., 2005, Mechanical Engineering, University of
Southern California
B.S., 2000, Mechanical Engineering, University of
California, Irvine
B.A., 2000, Environmental Analysis and Design,
University of California, Irvine
Certificate, 2000, Fundamentals of Mechanical
Engineering, University of California, Irvine
Professional Affiliations
American Planning Association (APA)
Association of Environmental Professionals (AEP)
Caltrans Local Assistance Projects - Environmental, Statewide, California. Caltrans - District 7. Environmental Associate. Responsible for visual impact assessments. Michael Baker has worked on the behalf of local agencies and directly for the department for more than 20 years on preliminary design reports and supporting environmental documents. Michael Baker has successfully prepared and processed hundreds of environmental supporting documents for local agency transportation projects throughout California, which have ranged in complexity from minor interchange or intersection modifications to major freeway interchange improvements. Michael Baker has prepared more than 200 transportation - related environmental compliance documents, including many local assistance projects and state highway projects.

Earvin "Magic" Johnson Recreation Master Plan, Los Angeles, California. LA County Parks & Recreation. Environmental Specialist.

Technical Study Manager. The Earvin "Magic" Johnson Recreation Master Plan (EMJ) is approximately a 120 -acre recreation area located within a disadvantaged urban community known as South Central -Willowbrook area where the community consists of 58% Hispanic or Latino and 35% African-American residents. The Project is a community-based and needs -based preliminary design of a state-of-the-art recreational facility in the EMJ Recreation Area. Given the project location consisting of minority and underserved residents, the project required developing and implementing an Outreach Strategic Plan that would consist of stakeholder meetings, special interest/ small group interviews, (3) community workshops and a final County Public Hearing. Michael Baker was contracted to provide development of a conceptual design alternatives plan for recreation facilities such as a bicycle and pedestrian trails, exercise stations, children play areas, picnic areas, and other public use areas. Michael Baker will prepare baseline conditions data such as mapping, demographic trends for parks & recreation needs, traffic study, title search material, CEQA (including Air/GHG/Noise, Jurisdictional Delineation, Biology, and Cultural Resources), and a regulatory compliance strategy & permit plan.

MICHAEL BAKER INTERNATIONAL ■ PAGE 1 OF 2
49 CITY OF OXNARDI • PROFESSIONAL PLANNING CONSULTING SERVICES Michael Baker will be apply County codes and be familiar with the necessary restrictions and processes to prepare the Final Recreation Master Plan and phasing plan.

Vehicle Miles Traveled Mitigation Program and Environmental Impact Report. City of Lancaster, California. Michael Baker is currently assisting the City of Lancaster with the preparation of a Vehicle Miles Traveled (VMT) Mitigation Program and associated EIR. The project aims to establish mitigation for projects that exceed the City's VMT thresholds in the form of a mitigation impact fee. The program identifies relevant transportation demand management strategies and VMT-reducing projects within the City to be funded by the impact fee. These funds would be utilized to fund active transportation infrastructure projects in the City to help the City meet its VMT reduction goals. The overall intent of the program is to streamline the Senate Bill 743 compliance process for development projects while funding future VMT improvement projects to reduce Citywide VMT.

PANYNJ Resilience Review, New York and New Jersey. Port Authority of New York and New Jersey. Michael Baker performed an independent assessment of the Port Authority of New York and New Jersey's (PANYNJ) current state of climate resilience by evaluating the PANYNJ's approach, including projects, programs, policies, guidelines, and governance. Michael Baker developed a framework including a resilience road map with both short-term mitigation actions and long-term strategic planning, incorporating industry best practices. As part of this effort, it developed an overview of industry practice, including the programmatic approach to resilience taken by peer agencies nationally and internationally using existing literature and other secondary data.

Riverside County 2023 Climate Action Plan Update, Riverside County, California. Riverside County. Michael Baker is assisting the County of Riverside in an update of its Climate Action Plan (CAP) in compliance with the 2023 Climate Change Scoping Plan adopted by the California Air Resources Board in December 2022. This project is a continuous work of the County's 2019 CAP update. The project scope includes development of screening tables to enable developers to more easily understand how to use the plan as a CEQA tiering document and CEQA review to allow the plan to be a qualified greenhouse gas reduction plan under CEQA Section 15183.5.

CSU Long Beach Master Plan Update, Long Beach, California. The California State University. Michael Baker is conducting a cultural resources assessment to identify potential impacts to archaeological and paleontological resources in compliance with the California Environmental Quality Act (CEQA) resulting from the proposed California State University Long Beach (CSULB) Master Plan Update. To complete the cultural resources assessment, Michael Baker is conducting a South Central Coastal Information Center and Natural History Museum of Los Angeles County records search, literature and historic map review, and historical society consultation to identify known cultural resources within the plan area. Findings will be documented in the report along with a detailed project description, regulatory framework; geologic, prehistoric, and historic contexts, and detailed impacts analysis of dozens of historical resources within the plan area. The report's findings will be incorporated into the environmental impact report (EIR) planned for the project.

Lockheed Martin Aeronautics Plant 10 Specific Plan, Palmdale, California. Lockheed Martin Systems. Michael Baker is providing design and engineering services for an update to Lockheed Martin's Specific Plan for its Plant 10 property in Palmdale. The 520 -acre site is surrounded by vacant land, a regional airport, and several offices. The plan, which was adopted in September 1992, regulates development within the project site; however, development has exceeded the original build -out requirements. The city will no longer support additional development requests without the adoption of a new specific plan. Michael Baker's plan will include existing conditions, allowable land uses, and development standards based on the client's current needs and future vision. It will ensure compliance with city and state regulations and include basic design and engineering for planned facilities and infrastructure.

SCAG Imperial Building Blocks, Imperial, California. Southern California Association of Governments. Environmental Specialist. Responsible for technical studies. Michael Baker prepared general plan element updates for the City of Imperial in this project funded by SCAG. Michael Baker had previously prepared the downtown area plan. The city wishes to build upon the progress that it has made in planning the downtown area and other areas by developing a unified approach to land use and circulation that promotes livability and a positive community identity while achieving goals for energy efficiency and conservation. The project includes public participation and outreach. The Michael Baker team interviewed major stakeholders as part of the outreach effort.

UCLA Film and Television Archive Preservation Center Initial Study / Mitigated Negative Declaration, Santa Clarita, California. City of Santa Clarita. Environmental Specialist. Technical Study Manager. Michael Baker completed the preparation of an Initial Study/Mitigated Negative Declaration for the proposed state-of-the-art archival storage and preservation center in the City of Santa Clarita. The new center will house the collection of the UCLA Film and Television Archive, which contains over 200,000 original elements and reference copies of film and television.

The project entails seven buildings on the 64.5 -acre site totaling approximately 387,000 square feet, consisting of two theaters, storage vaults for film and other recordings, offices and education classrooms. Upon completion of construction, the Packard Humanities Institute would donate the campus and property to UCLA. Key environmental issues included aesthetics, removal of oak trees, biological resources, and development on secondary ridgelines.

MICHAEL BAKER INTERNATIONAL ■ PAGE 2 OF 2
50 Fee Schedule
CSG's fee schedule is provided in Table 1 (CSG Hourly Rates) below.

Table 1
CSG Hourly Rates

PERSONNEL / ROLE HOURLY RATE
Planning Technician $120
Assistant Planner $150
Associate Planner $170
Senior Planner $205
Planning Manager $235
Principal Planner $230
Planning Director $259
Principal -in -Charge $280
Assistant Environmental Planner $150
Environmental Planner/Analyst $165
Associate Environmental Planner $175
Environmental Project Manager $220
Technical Specialist $235
Environmental Planning Director $270
GIS Technician $120
GIS Analyst $125
GIS Manager $170
Sustainability Programs Analyst $185
Sustainability Programs Manager $215
Publications Specialist $120
TERMS
CSG

CONSULTANTS
Employee-Owned
• All hourly rates include overhead costs including but not limited to salaries, benefits, workers' compensation insurance, local travel, and miscellaneous office expenses.
• Overtime services and services provided outside of normal business hours will be billed at 1.5x the applicable hourly rate. • On July 15f or anniversary of the contract start date, CSG will initiate a rate increase based on the change in CPI for the applicable region.
• CSG will mail/email an invoice every month for services rendered during the previous month. Unless otherwise agreed, payment terms are 30 days from receipt of invoice.
• This fee proposal is valid for a period of 90 days from date of submittal. 52 EXHIBIT B

INSURANCE REQUIREMENTS
14 [CSG Consultants, Inca
Rev. 01/2024
53 EXHIBIT B

INSURANCE REQUIREMENTS
A. Minimum Scope and Limits of Insurance City reserves the right to review any and all of the required insurance policies and/or endorsements, but has no obligation to do so.

Failure to demand evidence of full compliance with the insurance requirements set forth in this Agreement or failure to identify any insurance deficiency shall not relieve Consultant from, nor be construed or deemed a waiver of, its obligation to maintain the required insurance at all times during the performance, including any extension thereof, of this Agreement. Consultant shall obtain, maintain, and keep in full force and effect during the life of this Agreement, including any extension thereof, all of the following minimum scope of insurance coverages:

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

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

3. Workers' Compensation and Employer's Liability Insurance Workers' compensation insurance as required by the State of California and Employer's Liability Insurance with a minimum limit of One Million Dollars ($1,000,000.00) per accident for any employee or employees of Consultant.

Consultant agrees to waive and to obtain endorsements from its workers' compensation insurer waiving subrogation rights under its workers' compensation insurance policy against the City, its officers, officials, agents, employees, and volunteers for losses arising from work performed by Consultant for the City and to require each of its subcontractors, if any, to do likewise under their workers' compensation insurance policies. The Consultant shall also comply with Section 3800 of the Labor Code by securing, paying for, and maintaining in full force and effect for the duration of this Agreement, complete workers' 1 [CSG Consultants]
54 compensation insurance, and shall furnish a certificate of insurance to the Project Manager before execution of this Agreement by the City. The City, its officers, officials, agents, employees, and volunteers shall not be responsible for any claims in law or equity occasioned by failure of the Consultant to comply with this Section.

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

B. Documentation and Other Provisions

1. The commercial general liability insurance policy and business automobile liability policy shall be endorsed to contain the following: The City of Placentia, its officers, officials, agents, employees, and volunteers are additional insureds with respect to: liability arising out of activities performed by or on behalf of the Consultant pursuant to its contract with the City; products and completed operations of the Consultant; premises owned, occupied, or used by the Consultant; and automobiles owned, leased, hired, or borrowed by the Consultant.

General liability coverage can be provided in the form of an endorsement to the Contractor's insurance at least as broad as one of the following ISO ongoing operations forms: CG 20 10 or CG 20 26 or CG 20 33 (not allowed from subcontractors), or CG 20 38; and one of the following ISO completed operations forms: CG 20 37, 2039 (not allowed from subcontractors), or CG 20 40.

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

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

4. Any failure to comply with the reporting provisions of the policies shall not affect coverage provided to the City of Placentia, its officers, officials, agents, employees, and volunteers. Defense fees and costs shall not deplete the limits of any insurance provided under this Agreement.

5. The Consultant's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability.
2 [CSG Consultants]
55 6. Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Consultant shall ensure the City is an additional insured on insurance required from subcontractors.

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

8. Coverage shall be on a standard occurrence form. Claims -made forms are not acceptable. Modified, limited, or restricted occurrence forms are not acceptable.
3 [CSG Consultants]
56 EXHIBIT C

CERTIFICATES OF INSURANCE AND ENDORSEMENTS
15 [CSG Consultants, Inca
Rev. 01/2024
57 4WRL
CSGCONS-01

CERTIFICATE OF LIABILITY INSURANCE
CSPANGLER2

DATE (MM/DDIYYYY)
7/2/2026
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS

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

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

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

PRODUCER License # 0C36861
Alliant Insurance Services, Inc.
560 Mission St 6th FI
San Francisco, CA 94105

INSURED
CSG Consultants, Inc.
550 Pilgrim Drive
Foster City, CA 94404

CONTACT
NAME:

PHONE
(A/C, No, Ext): (415) 946-7500
E-MAIL
ADDRESS:

INSURER A

INSURER B

INSURER C

INSURER D

INSURER E

INSURER F
FAX
(A/C, No):

INSURER(S) AFFORDING COVERAGE
:Travelers Indemnity Company of Connecticut
Travelers Property Casualty Company of America
Pacific Insurance Company, Limited
NAIC #
25682
25674
10046
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 DOLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY DAID CLAIMS.

INSR TYPE OF INSURANCE ADDL SUBR POLICY NUMBER POLICY EFF POLICY EXP

LTR INSD WVD (MM/DDIYYYY) (MM/DDIYYYY)

A X COMMERCIAL GENERAL LIABILITY
CLAIMS -MADE X OCCUR X 660-C1303879
GEN'L AGGREGATE LIMIT APPLIES PER:

POLICY X PRO- LOC
JECT
OTHER:

B AUTOMOBILE LIABILITY

X ANY AUTO
OWNED

AUTOS ONLY
HIRED

AUTOS ONLY

B X UMBRELLA LIAR

EXCESS LIAB
■
■

SCHEDULED
AUTOS

NON -OWNED

AUTOS ONLY
X
OCCUR

CLAIMS -MADE
0 DED X RETENTION $

B WORKERS COMPENSATION

AND EMPLOYERS' LIABILITY

ANY PROPRIETOR/PARTNER/EXECUTIVE
OFFICER/MEMBER EXCLUDED?
(Mandatory in NH)
IIfQf yes, describeER/IONMEMc)P1R,A
C Professional Liab1IITIONS below
Y/N
X 810-C1306581
NIA
CUP -C1390577
X UB-C138878A
830H0489503-25
12/10/2025 12/10/2026
12/10/2025 12/10/2026
12/10/2025 12/10/2026
12/10/2025 12/10/2026

EACH OCCURRENCE

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

PERSONAL & ADV INJURY

GENERAL AGGREGATE

PRODUCTS - COMP/OP AGG

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

PROPERTY DAMAGE
(Per accident)

EACH OCCURRENCE

AGGREGATE
X PER

STATUTE
E.L. EACH ACCIDENT
E.L. DISEASE - EA EMPLOYEE
E.L. DISEASE - POLICY LIMIT
12/10/2025 12/10/2026 Ea Claim/Agg
OTH-
ER
$
1,000,000
300,000
5,000
1,000,000
2,000,000
2,000,000
1,000,000
5,000,000
5,000,000
1,000,000
1,000,000
1,000,000
5,000,000
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) The City of Plancentia is included as Additional Insured as respects their interest in General Liability, per written contract or agreement. Coverage is Primary and Noncontributory, Waiver of Subrogation applies.

CERTIFICATE HOLDER
City of Placentia
401 E Chapman Ave
Placentia, CA 92870
ACORD 25 (2016/03)

CANCELLATION

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE

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

AUTHORIZED REPRESENTATIVE
© 1988-2015 ACORD CORPORATION. All rights reserve
The ACORD name and logo are registered marks of ACORD 58

POLICY NUMBER: 660-C1303879

COMMERCIAL GENERAL LIABILITY
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

BLANKET ADDITIONAL INSURED - WRITTEN

CONTRACTS (ARCHITECTS, ENGINEERS AND

SURVEYORS)
This endorsement modifies insurance provided under the following:

COMMERCIAL GENERAL LIABILITY COVERAGE PART

1. The following is added to SECTION II — WHO IS
AN INSURED:

Any person or organization that you agree in a
"written contract requiring insurance" to include as
an additional insured on this Coverage Part, but:
a. Only with respect to liability for "bodily injury",
"property damage" or "personal injury"; and
b. If, and only to the extent that, the injury or
damage is caused by acts or omissions of
you or your subcontractor in the performance
of "your work" to which the "written contract
requiring insurance" applies. The person or
organization does not qualify as an additional
insured with respect to the independent acts
or omissions of such person or organization.

The insurance provided to such additional insured
is limited as follows:
c. In the event that the Limits of Insurance of
this Coverage Part shown in the Declarations
exceed the limits of liability required by the
"written contract requiring insurance", the in-
surance provided to the additional insured
shall be limited to the limits of liability required
by that "written contract requiring insurance".

This endorsement shall not increase the limits
of insurance described in Section 111 — Limits
Of Insurance.
d. This insurance does not apply to the render-
ing of or failure to render any "professional
services" or construction management errors
or omissions.
e. This insurance does not apply to "bodily in-
jury" or "property damage" caused by "your
work" and included in the "products -
completed operations hazard" unless the
"written contract requiring insurance" specifi-
cally requires you to provide such coverage
for that additional insured, and then the insur-
ance provided to the additional insured ap-
CG D4 14 04 08
plies only to such "bodily injury" or "property
damage" that occurs before the end of the pe-
riod of time for which the "written contract re-
quiring insurance" requires you to provide
such coverage or the end of the policy period,
whichever is earlier.

2. The following is added to Paragraph 4.a. of SEC-
TION IV — COMMERCIAL GENERAL LIABILITY
CONDITIONS:

The insurance provided to the additional insured
is excess over any valid and collectible "other in-
surance", whether primary, excess, contingent or
on any other basis, that is available to the addi-
tional insured for a loss we cover. However, if you
specifically agree in the "written contract requiring
insurance" that this insurance provided to the ad-
ditional insured under this Coverage Part must
apply on a primary basis or a primary and non-
contributory basis, this insurance is primary to
"other insurance" available to the additional in-
sured which covers that person or organization as
a named insured for such loss, and we will not
share with that "other insurance". But this insur-
ance provided to the additional insured still is ex-
cess over any valid and collectible "other insur-
ance", whether primary, excess, contingent or on
any other basis, that is available to the additional
insured when that person or organization is an
additional insured under any "other insurance".

3. The following is added to SECTION IV — COM-
MERCIAL GENERAL LIABILITY CONDITIONS:

Duties Of An Additional Insured
As a condition of coverage provided to the addi-
tional insured:
a. The additional insured must give us written
notice as soon as practicable of an "occur-
rence" or an offense which may result in a
claim. To the extent possible, such notice
should include:
© 2008 The Travelers Companies, Inc. Page 1 of 2
59 COMMERCIAL GENERAL LIABILITY
i. How, when and where the "occurrence"
or offense took place;
ii. The names and addresses of any injured
persons and witnesses; and
iii. The nature and location of any injury or
damage arising out of the "occurrence" or
offense.
b. If a claim is made or "suit" is brought against
the additional insured, the additional insured
must:
i. Immediately record the specifics of the
claim or "suit" and the date received; and
ii. Notify us as soon as practicable.

The additional insured must see to it that we
receive written notice of the claim or "suit" as
soon as practicable.
c. The additional insured must immediately send
us copies of all legal papers received in con-
nection with the claim or "suit", cooperate with
us in the investigation or settlement of the
claim or defense against the "suit", and oth-
erwise comply with all policy conditions.
d. The additional insured must tender the de-
fense and indemnity of any claim or "suit" to

any provider of other insurance which would
cover the additional insured for a loss we
cover. However, this condition does not affect
whether this insurance provided to the addi-
tional insured is primary to that other insur-
ance available to the additional insured which
covers that person or organization as a
named insured.

4. The following is added to the DEFINITIONS Sec-
tion:
"Written contract requiring insurance" means that
part of any written contract or agreement under
which you are required to include a person or or-
ganization as an additional insured on this Cover-
age Part, provided that the "bodily injury" and
"property damage" occurs and the "personal in-
jury" is caused by an offense committed:
a. After the signing and execution of the contract
or agreement by you;
b. While that part of the contract or agreement is
in effect; and
c. Before the end of the policy period.
© 2008 The Travelers Companies, Inc. CG D4 14 04 08
60 Policy Number: 660-C1303879 COMMERCIAL GENERAL LIABILITY THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

PRIMARY AND NONCONTRIBUTORY -

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

COMMERCIAL GENERAL LIABILITY COVERAGE PART

LIQUOR LIABILITY COVERAGE PART

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

Primary And Noncontributory Insurance
This insurance is primary to and will not seek
contribution from any other insurance available
to an additional insured under your policy
provided that:

CG 20 01 12 19
(1) The additional insured is a Named
Insured under such other insurance; and
(2) You have agreed in writing in a contract
or agreement that this insurance would
be primary and would not seek
contribution from any other insurance
available to the additional insured.
© Insurance Services Office, Inc., 2018 Page 1 of 1
61 Policy Number: 660-01303879

COMMERCIAL GENERAL LIABILITY
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

XTEND ENDORSEMENT FOR ARCHITECTS, ENGINEERS

AND SURVEYORS
This endorsement modifies insurance provided under the following:

COMMERCIAL GENERAL LIABILITY COVERAGE PART
GENERAL DESCRIPTION OF COVERAGE — This endorsement broadens coverage. However, coverage for any injury, damage or medical expenses described in any of the provisions of this endorsement may be excluded or limited by another endorsement to this Coverage Part, and these coverage broadening provisions do not apply to the extent that coverage is excluded or limited by such an endorsement. The following listing is a general coverage description only. Read all the provisions of this endorsement and the rest of your policy carefully to determine rights, duties, and what is and is not covered.

A. Non -Owned Watercraft — 75 Feet Long Or Less
B. Who Is An Insured — Unnamed Subsidiaries
C. Who Is An Insured — Retired Partners, Members,
Directors And Employees
D. Who Is An Insured — Employees And Volunteer
Workers — Bodily Injury To Co -Employees, Co -
Volunteer Workers And Retired Partners,
Members, Directors And Employees
E. Who Is An Insured — Newly Acquired Or Formed
Limited Liability Companies
F. Blanket Additional Insured — Controlling Interest
G. Blanket Additional Insured — Mortgagees,
Assignees, Successors Or Receivers

PROVISIONS
A. NON -OWNED WATERCRAFT — 75 FEET

LONG OR LESS

1. The following replaces Paragraph (2) of
Exclusion g., Aircraft, Auto Or Watercraft,
in Paragraph 2. of SECTION I —
COVERAGES — COVERAGE A — BODILY

INJURY AND PROPERTY DAMAGE

LIABILITY
(2) A watercraft you do not own that is:
(a) 75 feet long or less; and
(b) Not being used to carry any person
or property for a charge;

2. The following replaces Paragraph 2.e. of
SECTION II — WHO IS AN INSURED
e. Any person or organization that, with
your express or implied consent, either
CG D3 79 02 19
H. Blanket Additional Insured — Governmental
Entities — Permits Or Authorizations Relating To
Premises
I. Blanket Additional Insured — Governmental
Entities — Permits Or Authorizations Relating To
Operations
J. Incidental Medical Malpractice
K. Medical Payments — Increased Limit
L. Amendment Of Excess Insurance Condition —
Professional Liability
M. Blanket Waiver Of Subrogation — When Required
By Written Contract Or Agreement
N. Contractual Liability — Railroads
uses or is responsible for the use of a
watercraft that you do not own that is:
(1) 75 feet long or less; and
(2) Not being used to carry any person
or property for a charge;
B. WHO IS AN INSURED — UNNAMED

SUBSIDIARIES
The following is added to SECTION II — WHO IS
AN INSURED:

Any of your subsidiaries, other than a partnership
or joint venture, that is not shown as a Named
Insured in the Declarations is a Named Insured
if:
a. You are the sole owner of, or maintain an
ownership interest of more than 50% in, such
subsidiary on the first day of the policy
period; and
© 2017 The Travelers Indemnity Company. All rights reserved. Page 1 of 6 Includes copyrighted material of Insurance Services Office, Inc. with its permission. 62 COMMERCIAL GENERAL LIABILITY
b. Such subsidiary is not an insured under
similar other insurance.

No such subsidiary is an insured for "bodily
injury" or "property damage" that occurred, or
"personal and advertising injury" caused by an
offense committed:
a. Before you maintained an ownership interest
of more than 50% in such subsidiary; or
b. After the date, if any, during the policy period
that you no longer maintain an ownership
interest of more than 50% in such subsidiary.

For purposes of Paragraph 1. of Section II — Who
Is An Insured, each such subsidiary will be
deemed to be designated in the Declarations as:
a. A limited liability company;
b. An organization other than a partnership,
joint venture or limited liability company; or
c. A trust;
as indicated in its name or the documents that
govern its structure.

C. WHO IS AN INSURED — RETIRED PARTNERS,

MEMBERS, DIRECTORS AND EMPLOYEES
The following is added to Paragraph 2. of
SECTION II — WHO IS AN INSURED
Any person who is your retired partner, member,
director or "employee" that is performing services
for you under your direct supervision, but only for
acts within the scope of their employment by you
or while performing duties related to the conduct
of your business. However, no such retired
partner, member, director or "employee" is an
insured for:
(1) "Bodily injury':
(a) To you, to your current partners or
members (if you are a partnership or
joint venture), to your current members
(if you are a limited liability company) or
to your current directors;
(b) To the spouse, child, parent, brother or
sister of that current partner, member or
director as a consequence of Paragraph
(1)(a) above;
(c) For which there is any obligation to
share damages with or repay someone
else who must pay damages because of
the injury described in Paragraph (1)(a)
or (b) above; or
(d) Arising out of his or her providing or
failing to provide professional health care
services.

Unless you are in the business or occupation
of providing professional health care
services, Paragraphs (1)(a) (b) (c) and (d)
above do not apply to "bodily injury" arising
out of providing or failing to provide first aid
or "Good Samaritan services" by any of your
retired partners, members, directors or
"employees", other than a doctor. Any such
retired partners, members, directors or
"employees" providing or failing to provide
first aid or "Good Samaritan services" during
their work hours for you will be deemed to be
acting within the scope of their employment
by you or performing duties related to the
conduct of your business.
(2) "Personal injury':
(a) To you, to your current or retired
partners or members (if you are a
partnership or joint venture), to your
current or retired members (if you are a
limited liability company), to your other
current or retired directors or
"employees" while in the course of his or
her employment or performing duties
related to the conduct of your business,
or to your other "volunteer workers"
while performing duties related to the
conduct of your business;
(b) To the spouse, child, parent, brother or
sister of that current or retired partner,
member, director, "employee" or
"volunteer worker" as a consequence of
Paragraph (2)(a) above;
(c) For which there is any obligation to
share damages with or repay someone
else who must pay damages because of
the injury described in Paragraph (2)(a)
or (b) above; or
(d) Arising out of his or her providing or
failing to provide professional health care
services.
(3) "Property damage" to property:
(a) Owned, occupied or used by; or
(b) Rented to, in the care, custody or control
of, or over which physical control is
being exercised for any purpose by;
you, any of your retired partners, members
or directors, your current or retired
"employees" or "volunteer workers", any
current partner or member (if you are a
partnership or joint venture), or any current
member (if you are a limited liability
company) or current director.
© 2017 The Travelers Indemnity Company. All rights reserved. CG D3 79 02 19 Includes copyrighted material of Insurance Services Office, Inc. with its permission. 63 D. WHO IS AN INSURED - EMPLOYEES AND

VOLUNTEER WORKERS - BODILY INJURY

TO CO -EMPLOYEES, CO -VOLUNTEER

WORKERS AND RETIRED PARTNERS,

MEMBERS, DIRECTORS AND EMPLOYEES
The following is added to Paragraph 2.a.(1) of
SECTION II — WHO IS AN INSURED
Paragraphs (1)(a), (b) and (c) above do not
apply to "bodily injury" to a current or retired co -
"employee" while in the course of the co -
"employee's" employment by you or performing
duties related to the conduct of your business, or
to "bodily injury" to your other "volunteer
workers" or retired partners, members or
directors while performing duties related to the
conduct of your business.

E. WHO IS AN INSURED - NEWLY ACQUIRED

OR FORMED LIMITED LIABILITY COMPANIES
The following replaces Paragraph 3. of
SECTION II — WHO IS AN INSURED

3. Any organization you newly acquire or form,
other than a partnership or joint venture, and
of which you are the sole owner or in which
you maintain an ownership interest of more
than 50%, will qualify as a Named Insured if
there is no other similar insurance available
to that organization. However:
a. Coverage under this provision is
afforded only:
(1) Until the 180th day after you acquire
or form the organization or the end
of the policy period, whichever is
earlier, if you do not report such
organization in writing to us within
180 days after you acquire or form it;
or
(2) Until the end of the policy period,
when that date is later than 180 days
after you acquire or form such
organization, if you report such
organization in writing to us within
180 days after you acquire or form it;
b. Coverage A does not apply to "bodily
injury" or "property damage" that
occurred before you acquired or formed
the organization; and
c. Coverage B does not apply to "personal
and advertising injury" arising out of an
offense committed before you acquired
or formed the organization.

For the purposes of Paragraph 1. of Section
11 — Who Is An Insured, each such
CG D3 79 02 19

COMMERCIAL GENERAL LIABILITY
organization will be deemed to be
designated in the Declarations as:
a. A limited liability company;
b. An organization other than a partnership,
joint venture or limited liability company;
or
c. A trust;
as indicated in its name or the documents
that govern its structure.

F. BLANKET ADDITIONAL INSURED -

CONTROLLING INTEREST

1. The following is added to SECTION II —

WHO IS AN INSURED
Any person or organization that has financial
control of you is an insured with respect to
liability for "bodily injury", "property damage"
or "personal and advertising injury" that
arises out of:
a. Such financial control; or
b. Such person's or organization's
ownership, maintenance or use of
premises leased to or occupied by you.

The insurance provided to such person or
organization does not apply to structural
alterations, new construction or demolition
operations performed by or on behalf of such
person or organization.

2. The following is added to Paragraph 4. of
SECTION II — WHO IS AN INSURED
This paragraph does not apply to any
premises owner, manager or lessor that has
financial control of you.

G. BLANKET ADDITIONAL INSURED -

MORTGAGEES, ASSIGNEES, SUCCESSORS

OR RECEIVERS
The following is added to SECTION II — WHO IS
AN INSURED:

Any person or organization that is a mortgagee,
assignee, successor or receiver and that you
have agreed in a written contract or agreement
to include as an additional insured on this
Coverage Part is an insured, but only with
respect to its liability as mortgagee, assignee,
successor or receiver for "bodily injury", "property
damage" or "personal and advertising injury"
that:
a. Is "bodily injury" or "property damage" that
occurs, or is "personal and advertising injury"
caused by an offense that is committed,
© 2017 The Travelers Indemnity Company. All rights reserved. Page 3 of 6 Includes copyrighted material of Insurance Services Office, Inc. with its permission. 64 COMMERCIAL GENERAL LIABILITY
subsequent to the signing of that contract or
agreement; and
b. Arises out of the ownership, maintenance or
use of the premises for which that
mortgagee, assignee, successor or receiver
is required under that contract or agreement
to be included as an additional insured on
this Coverage Part.

The insurance provided to such mortgagee,
assignee, successor or receiver is subject to the
following provisions:
a. The limits of insurance provided to such
mortgagee, assignee, successor or receiver
will be the minimum limits that you agreed to
provide in the written contract or agreement,
or the limits shown in the Declarations,
whichever are less.
b. The insurance provided to such person or
organization does not apply to:
(1) Any "bodily injury" or "property damage"
that occurs, or any "personal and
advertising injury" caused by an offense
that is committed, after such contract or
agreement is no longer in effect; or
(2) Any "bodily injury", "property damage" or
"personal and advertising injury" arising
out of any structural alterations, new
construction or demolition operations
performed by or on behalf of such
mortgagee, assignee, successor or
receiver.

H. BLANKET ADDITIONAL INSURED —
GOVERNMENTAL ENTITIES — PERMITS OR

AUTHORIZATIONS RELATING TO PREMISES
The following is added to SECTION II — WHO IS
AN INSURED:

Any governmental entity that has issued a permit
or authorization with respect to premises owned
or occupied by, or rented or loaned to, you and
that you are required by any ordinance, law,
building code or written contract or agreement to
include as an additional insured on this
Coverage Part is an insured, but only with
respect to liability for "bodily injury", "property
damage" or "personal and advertising injury"
arising out of the existence, ownership, use,
maintenance, repair, construction, erection or
removal of any of the following for which that
governmental entity has issued such permit or
authorization: advertising signs, awnings,
canopies, cellar entrances, coal holes,
driveways, manholes, marquees, hoist away

openings, sidewalk vaults, elevators, street
banners or decorations.

I. BLANKET ADDITIONAL INSURED —
GOVERNMENTAL ENTITIES — PERMITS

OR AUTHORIZATIONS RELATING TO

OPERATIONS
The following is added to SECTION II — WHO IS
AN INSURED:

Any governmental entity that has issued a permit
or authorization with respect to operations
performed by you or on your behalf and that you
are required by any ordinance, law, building code
or written contract or agreement to include as an
additional insured on this Coverage Part is an
insured, but only with respect to liability for
"bodily injury", "property damage" or "personal
and advertising injury" arising out of such
operations.

The insurance provided to such governmental
entity does not apply to:
a. Any "bodily injury", "property damage" or
"personal and advertising injury" arising out
of operations performed for the
governmental entity; or
b. Any "bodily injury" or "property damage"
included in the "products -completed
operations hazard".

J. INCIDENTAL MEDICAL MALPRACTICE

1. The following replaces Paragraph b. of the
definition of "occurrence" in the
DEFINITIONS Section:
b. An act or omission committed in
providing or failing to provide "incidental
medical services", first aid or "Good
Samaritan services" to a person, unless
you are in the business or occupation of
providing professional health care
services.

2. The following replaces the last paragraph of
Paragraph 2.a.(1) of SECTION II — WHO IS
AN INSURED:

Unless you are in the business or occupation
of providing professional health care
services, Paragraphs (1)(a) (b) (c) and (d)
above do not apply to "bodily injury" arising
out of providing or failing to provide:
(a) "Incidental medical services" by any of
your "employees" who is a nurse,
nurse assistant, emergency medical
technician, paramedic, athletic trainer,
audiologist, dietician, nutritionist,
© 2017 The Travelers Indemnity Company. All rights reserved. CG D3 79 02 19 Includes copyrighted material of Insurance Services Office, Inc. with its permission. 65 occupational therapist or occupational
therapy assistant, physical therapist or
speech-language pathologist; or
(b) First aid or "Good Samaritan services"
by any of your "employees" or "volunteer
workers", other than an employed or
volunteer doctor. Any such "employees"
or "volunteer workers" providing or failing
to provide first aid or "Good Samaritan
services" during their work hours for you
will be deemed to be acting within the
scope of their employment by you or
performing duties related to the conduct
of your business.

3. The following replaces the last sentence of
Paragraph 5. of SECTION III — LIMITS OF
INSURANCE:

For the purposes of determining the
applicable Each Occurrence Limit, all related
acts or omissions committed in providing or
failing to provide "incidental medical
services", first aid or "Good Samaritan
services" to any one person will be deemed
to be one "occurrence".

4. The following exclusion is added to
Paragraph g. Eatlusions SECTION I —
COVERAGES — COVERAGE A — BODILY

INJURY AND PROPERTY DAMAGE

LIABILITY
Sale Of Pharmaceuticals
"Bodily injury" or "property damage" arising
out of the violation of a penal statute or
ordinance relating to the sale of
pharmaceuticals committed by, or with the
knowledge or consent of the insured.

5. The following is added to the DEFINITIONS
Section:
"Incidental medical services" means:
a. Medical, surgical, dental, laboratory, x-
ray or nursing service or treatment,
advice or instruction, or the related
furnishing of food or beverages; or
b. The furnishing or dispensing of drugs or
medical, dental, or surgical supplies or
appliances.

6. The following is added to Paragraph 4.b.,
Excess Insurance, of SECTION IV —

COMMERCIAL GENERAL LIABILITY
CONDITIONS:

This insurance is excess over any valid and
collectible other insurance, whether primary,
excess, contingent or on any other basis,
CG D3 79 02 19

COMMERCIAL GENERAL LIABILITY
that is available to any of your "employees"
for "bodily injury" that arises out of providing
or failing to provide "incidental medical
services" to any person to the extent not
subject to Paragraph 2.a.(1) of Section II —
Who Is An Insured.

K. MEDICAL PAYMENTS — INCREASED LIMIT
The following replaces Paragraph 7. of
SECTION III — LIMITS OF INSURANCE

7. Subject to Paragraph 5. above, the Medical
Expense Limit is the most we will pay under
Coverage C for all medical expenses
because of "bodily injury" sustained by any
one person, and will be the higher of:
a. $10,000; or
b. The amount shown in the Declarations of
this Coverage Part for Medical Expense
Li mit.

L. AMENDMENT OF EXCESS INSURANCE
CONDITION — PROFESSIONAL LIABILITY
The following is added to Paragraph 4.b.,
Excess Insurance, of SECTION IV —

COMMERCIAL GENERAL LIABILITY
CONDITIONS:

This insurance is excess over any of the other
insurance, whether primary, excess, contingent
or on any other basis, that is Professional
Liability or similar coverage, to the extent the
loss is not subject to the professional services
exclusion of Coverage A or Coverage B
M. BLANKET WAIVER OF SUBROGATION —

WHEN REQUIRED BY WRITTEN CONTRACT

OR AGREEMENT
The following is added to Paragraph $. Transfer
Of Rights Of Recovery Against Others To Us,
of SECTION IV — COMMERCIAL GENERAL

LIABILITY CONDITIONS
If the insured has agreed in a written contract or
agreement to waive that insured's right of
recovery against any person or organization, we
waive our right of recovery against such person
or organization, but only for payments we make
because of:
a. "Bodily injury" or "property damage" that
occurs; or
b. "Personal and advertising injury" caused by
an offense that is committed;
subsequent to the signing of that contract or
agreement.
© 2017 The Travelers Indemnity Company. All rights reserved. Page 5 of 6 Includes copyrighted material of Insurance Services Office, Inc. with its permission. 66 COMMERCIAL GENERAL LIABILITY
N. CONTRACTUAL LIABILITY — RAILROADS

1. The following replaces Paragraph c. of the
definition of "insured contract" in the
DEFINITIONS Section:
c. Any easement or license agreement;

2. Paragraph f.(1) of the definition of "insured
contract" in the DEFINITIONS Section is
deleted.

© 2017 The Travelers Indemnity Company. All rights reserved. CG D3 79 02 19 Includes copyrighted material of Insurance Services Office, Inc. with its permission. 67 Policy Number : 810-C1306581

COMMERCIAL AUTO
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

BUSINESS AUTO EXTENSION ENDORSEMENT
This endorsement modifies insurance provided under the following:

BUSINESS AUTO COVERAGE FORM
With respect to coverage provided by this endorsement, the provisions of the Coverage Form apply unless modified by the endorsement.

GEN ERfblrsDE R1R lIONgafo RIA ever, coverage for any
injury, damage or medical expenses described in any of the provisions of this endorsement may be excluded or limited by another endorsement to the Coverage Part, and these coverage broadening provisions do not apply to the extent that coverage is excluded or limited by such an endorsement. The following listing is a general coverage description only. Limitations and exclusions may apply to these coverages. Read all the provisions of this endorsement and the rest of your policy carefully to determine rights, duties, and what is and is not covered.

A.

B.

C.

D.

BROAD FORM NAMED INSURED

BLANKET ADDITIONAL INSURED

EMPLOYEE HIRED AUTO

EMPLOYEES AS INSURED
E. SUPPLEMENTARY PAYMENTS — INCREASED
LIMITS
F. HIRED AUTO — LIMITED WORLDWIDE
COVERAGE — INDEMNITY BASIS
G. WAIVER OF DEDUCTIBLE — GLASS

PROVISIONS
A. BROAD FORM NAMED INSURED
The following is added to Paragraph ,A.1. Who Is
Anof Insured SECTION II — LIABILITY

COVERAGE
Any organization you newly acquire or form
during the policy period over which you maintain
50% or more ownership interest and that is not
separately insured for Business Auto Coverage.

Coverage under this provision is afforded only
until the 180th day after you acquire or form the
organization or the end of the policy period,
whichever is earlier.

B. BLANKET ADDITIONAL INSURED
The following is added to Paragraph c. in ,p.1.
iAttio Is An Insured SECTION II — LIABILITY

COVERAGE
This includes any person or organization who you
are required under a written contract or
agreement between you and that person or
organization, that is signed by you before the
"bodily injury" or "property damage" occurs and
that is in effect during the policy period, to name
CA T3 53 08 17
H. HIRED AUTO PHYSICAL DAMAGE — LOSS OF
USE — INCREASED LIMIT
I. PHYSICAL DAMAGE — TRANSPORTATION
EXPENSES — INCREASED LIMIT
J. PERSONAL EFFECTS
K. AIRBAGS
L. NOTICE AND KNOWLEDGE OF ACCIDENT OR
LOSS
M. BLANKET WAIVER OF SUBROGATION
N. UNINTENTIONAL ERRORS OR OMISSIONS
as an additional insured for Liability Coverage,
but only for damages to which this insurance
applies and only to the extent of that person's or
organization's liability for the conduct of another
"insured".

C. EMPLOYEE HIRED AUTO

1. The following is added to Paragraph ,p.1.

Who Is An Insured, of SECTION II —

LIABILITY COVERAGE
An "employee" of yours is an "insured" while
operating an "auto" hired or rented under a
contract or agreement in that "employee's"
name, with your permission, while performing
duties related to the conduct of your
business.

2. The following replaces Paragraph b. in B.5.,
Qthr Insurance SECTION IV —
BUSINESS AUTO CONDITIONS:
b. For Hired Auto Physical Damage
Coverage, the following are deemed to be
covered "autos" you own:
© 2016 The Travelers Indemnity Company. All rights reserved. Page 1 of 4 Includes copyrighted material of Insurance Services Office, Inc. with its permission 68 COMMERCIAL AUTO
(1) Any covered "auto" you lease, hire,
rent or borrow; and
(2) Any covered "auto" hired or rented by
your "employee" under a contract in
that individual "employee's" name,
with your permission, while
performing duties related to the
conduct of your business.

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

D. EMPLOYEES AS INSURED
The following is added to Paragraph ,p.1. Who Is
An Insured, of SECTION II — LIABILITY

COVERAGE
Any "employee" of yours is an "insured" while
using a covered "auto" you don't own, hire or
borrow in your business or your personal affairs.

E. SUPPLEMENTARY PAYMENTS — INCREASED
LIMITS

1. The following replaces Paragraph A.2.a.(2)
of SECTION II — LIABILITY COVERAGE
(2) Up to $3,000 for cost of bail bonds
(including bonds for related traffic law
violations) required because of an
"accident" we cover. We do not have to
furnish these bonds.

2. The following replaces Paragraph A.2.a.(4)
of SECTION II — LIABILITY COVERAGE
(4) All reasonable expenses incurred by the
"insured" at our request, including actual
loss of earnings up to $500 a day
because of time off from work.

F. HIRED AUTO — LIMITED WORLDWIDE
COVERAGE — INDEMNITY BASIS
The following replaces Subparagraph e. in
Paragraph B.7., Policy Term, Coverage
T ilritory SECTION IV — BUSINESS AUTO

CONDITIONS
e. Anywhere in the world, except any country or
jurisdiction while any trade sanction,
embargo, or similar regulation imposed by the
United States of America applies to and
prohibits the transaction of business with or
within such country or jurisdiction, for Liability
Coverage for any covered "auto" that you
lease, hire, rent or borrow without a driver for
a period of 30 days or less and that is not an
"auto" you lease, hire, rent or borrow from
any of your "employees", partners (if you are
a partnership), members (if you are a limited

liability company) or members of their
households.
(1) With respect to any claim made or "suit"
brought outside the United States of
America, the territories and possessions
of the United States of America, Puerto
Rico and Canada:
(a) You must arrange to defend the
"insured" against, and investigate or
settle any such claim or "suit" and
keep us advised of all proceedings
and actions.
(b) Neither you nor any other involved
"insured" will make any settlement
without our consent.
(c) We may, at our discretion, participate
in defending the "insured" against, or
in the settlement of, any claim or
"suit".
(d) We will reimburse the "insured":
(i) For sums that the "insured"
legally must pay as damages
because of "bodily injury" or
"property damage" to which this
insurance applies, that the
"insured" pays with our consent,
but only up to the limit described
in Paragraph C. Limit Of
Insurance, of SECTION 11 —
LIABILITY COVERAGE;
(ii) For the reasonable expenses
incurred with our consent for your
investigation of such claims and
your defense of the "insured"
against any such "suit", but only
up to and included within the limit
described in Paragraph CLimit
Of Insurance, of SECTION 11 —
LIABILITY COVERAGE, and not
in addition to such limit. Our duty
to make such payments ends
when we have used up the
applicable limit of insurance in
payments for damages,
settlements or defense expenses.
(2) This insurance is excess over any valid
and collectible other insurance available
to the "insured" whether primary, excess
contingent or on any other basis.

This insurance is not a substitute for
required or compulsory insurance in any
country outside the United States, its
(3)
© 2016 The Travelers Indemnity Company. All rights reserved. CA T3 53 08 17 Includes copyrighted material of Insurance Services Office, Inc. with its permission 69 territories and possessions, Puerto Rico
and Canada.

You agree to maintain all required or
compulsory insurance in any such
country up to the minimum limits required
by local law. Your failure to comply with
compulsory insurance requirements will
not invalidate the coverage afforded by
this policy, but we will only be liable to the
same extent we would have been liable
had you complied with the compulsory
insurance requirements.
(4) It is understood that we are not an
admitted or authorized insurer outside the
United States of America, its territories
and possessions, Puerto Rico and
Canada. We assume no responsibility for
the furnishing of certificates of insurance,
or for compliance in any way with the
laws of other countries relating to
insurance.

G. WAIVER OF DEDUCTIBLE — GLASS
The following is added to Paragraph D.,
Qedfactible SECTION III — PHYSICAL

DAMAGE COVERAGE
No deductible for a covered "auto" will apply to
glass damage if the glass is repaired rather than
replaced.

H. HIRED AUTO PHYSICAL DAMAGE — LOSS OF
USE — INCREASED LIMIT
The following replaces the last sentence of
Paragraph A.4.b. Lads Of Use Expenses
SECTION III — PHYSICAL DAMAGE

COVERAGE
However, the most we will pay for any expenses
for loss of use is $65 per day, to a maximum of
$750 for any one "accident".

I. PHYSICAL DAMAGE — TRANSPORTATION
EXPENSES — INCREASED LIMIT
The following replaces the first sentence in
Paragraph A.4.a. Tainsportation Expenses
SECTION III — PHYSICAL DAMAGE

COVERAGE
We will pay up to $50 per day to a maximum of
$1,500 for temporary transportation expense
incurred by you because of the total theft of a
covered "auto" of the private passenger type.

J. PERSONAL EFFECTS
The following is added to Paragraph A.4.,
Coverage Extensions SECTION III —

PHYSICAL DAMAGE COVERAGE
CA T3 53 08 17

COMMERCIAL AUTO
Personal Effects
We will pay up to $400 for "loss" to wearing
apparel and other personal effects which are:
(1) Owned by an "insured"; and
(2) In or on your covered "auto".

This coverage applies only in the event of a total
theft of your covered "auto".

No deductibles apply to this Personal Effects
coverage.

K. AIRBAGS
The following is added to Paragraph B.3.,
Fxofusions SECTION III — PHYSICAL

DAMAGE COVERAGE
Exclusion 3.a. does not apply to "loss" to one or
more airbags in a covered "auto" you own that
inflate due to a cause other than a cause of "loss"
set forth in Paragraphs A.1.b. and A.1.c., but
only:
a. If that "auto" is a covered "auto" for
Comprehensive Coverage under this policy;
b. The airbags are not covered under any
warranty; and
c. The airbags were not intentionally inflated.

We will pay up to a maximum of $1,000 for any
one "loss".

L. NOTICE AND KNOWLEDGE OF ACCIDENT OR
LOSS
The following is added to Paragraph Ala.

SECTION IV — BUSINESS AUTO CONDITIONS:

Your duty to give us or our authorized
representative prompt notice of the "accident" or
"loss" applies only when the "accident" or "loss" is
known to:
(a) You (if you are an individual);
(b) A partner (if you are a partnership);
(c) A member (if you are a limited liability
company);
(d) An executive officer, director or insurance
manager (if you are a corporation or other
organization); or
(e) Any "employee" authorized by you to give
notice of the "accident" or "loss".

M. BLANKET WAIVER OF SUBROGATION
The following replaces Paragraph ,p.5. Transfer
Of Rights Of Recovery Against Others To Us
of SECTION IV — BUSINESS AUTO

CONDITIONS
© 2016 The Travelers Indemnity Company. All rights reserved. Page 3 of 4 Includes copyrighted material of Insurance Services Office, Inc. with its permission 70 COMMERCIAL AUTO

5. Transfer Of Rights Of Recovery Against
Others To Us
We waive any right of recovery we may have
against any person or organization to the
extent required of you by a written contract
signed and executed prior to any "accident"
or "loss", provided that the "accident" or "loss"
arises out of operations contemplated by
such contract. The waiver applies only to the
person or organization designated in such
contract.

N. UNINTENTIONAL ERRORS OR OMISSIONS
The following is added to Paragraph B.2.,
Concealment, Misrepresentation, Or Fraud, of
SECTION IV — BUSINESS AUTO CONDITIONS:

The unintentional omission of, or unintentional
error in, any information given by you shall not
prejudice your rights under this insurance.

However this provision does not affect our right to
collect additional premium or exercise our right of
cancellation or non -renewal.
© 2016 The Travelers Indemnity Company. All rights reserved. CA T3 53 08 17 Includes copyrighted material of Insurance Services Office, Inc. with its permission 71 Policy Number : 810-C1306581

COMMERCIAL AUTO
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

BLANKET ADDITIONAL INSURED - PRIMARY AND

NON-CONTRIBUTORY WITH OTHER INSURANCE
This endorsement modifies insurance provided under the following:

BUSINESS AUTO COVERAGE FORM

PROVISIONS

1. The following is added to Paragraph A.1.c., Who
Is oAn Insured SECTION II — LIABILITY

COVERAGE
This includes any person or organization who you
are required under a written contract or
agreement between you and that person or
organization, that is signed by you before the
"bodily injury" or "property damage" occurs and
that is in effect during the policy period, to name
as an additional insured for Liability Coverage,
but only for damages to which this insurance
applies and only to the extent of that person's or
organization's liability for the conduct of another
"insured".

CA T4 74 08 17

2. The following is added to Paragraph B.5., Other
Insurance of SECTION IV — BUSINESS AUTO

CONDITIONS
Regardless of the provisions of paragraph a. and
paragraph d. of this part 5. Other Insurance, this
insurance is primary to and non-contributory with
applicable other insurance under which an
additional insured person or organization is the
first named insured when the written contract or
agreement between you and that person or
organization, that is signed by you before the
"bodily injury" or "property damage" occurs and
that is in effect during the policy period, requires
this insurance to be primary and non-contributory.
© 2016 The Travelers Indemnity Company. All rights reserved. Page 1 of 1 Includes copyrighted material of Insurance Services Office, Inc. with its permission. 72 TRAVELERSJ

WORKERS COMPENSATION
AND

EMPLOYERS LIABILITY POLICY
ENDORSEMENT WC 00 03 13 (00)—
POLICY NUMBER: UB-C138878A

WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT
We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) This agreement shall not operate directly or indirectly to benefit any one not named in the Schedule.

SCHEDULE
DESIGNATED PERSON:

Any person or organization for which the insured has agreed by written contract executed prior to loss to furnish this waiver.

DESIGNATED ORGANIZATION:

DATE OF ISSUE: 12/10/2025
ST ASSIGN:
73 Policy Number: 660-C1303879 COMMERCIAL GENERAL LIABILITY THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

PRIMARY AND NONCONTRIBUTORY -

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

COMMERCIAL GENERAL LIABILITY COVERAGE PART

LIQUOR LIABILITY COVERAGE PART

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

Primary And Noncontributory Insurance
This insurance is primary to and will not seek
contribution from any other insurance available
to an additional insured under your policy
provided that:

CG 20 01 12 19
(1) The additional insured is a Named
Insured under such other insurance; and
(2) You have agreed in writing in a contract
or agreement that this insurance would
be primary and would not seek
contribution from any other insurance
available to the additional insured.
© Insurance Services Office, Inc., 2018 Page 1 of 1
74 Policy Number: 660-01303879

COMMERCIAL GENERAL LIABILITY
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

XTEND ENDORSEMENT FOR ARCHITECTS, ENGINEERS

AND SURVEYORS
This endorsement modifies insurance provided under the following:

COMMERCIAL GENERAL LIABILITY COVERAGE PART
GENERAL DESCRIPTION OF COVERAGE — This endorsement broadens coverage. However, coverage for any injury, damage or medical expenses described in any of the provisions of this endorsement may be excluded or limited by another endorsement to this Coverage Part, and these coverage broadening provisions do not apply to the extent that coverage is excluded or limited by such an endorsement. The following listing is a general coverage description only. Read all the provisions of this endorsement and the rest of your policy carefully to determine rights, duties, and what is and is not covered.

A. Non -Owned Watercraft — 75 Feet Long Or Less
B. Who Is An Insured — Unnamed Subsidiaries
C. Who Is An Insured — Retired Partners, Members,
Directors And Employees
D. Who Is An Insured — Employees And Volunteer
Workers — Bodily Injury To Co -Employees, Co -
Volunteer Workers And Retired Partners,
Members, Directors And Employees
E. Who Is An Insured — Newly Acquired Or Formed
Limited Liability Companies
F. Blanket Additional Insured — Controlling Interest
G. Blanket Additional Insured — Mortgagees,
Assignees, Successors Or Receivers

PROVISIONS
A. NON -OWNED WATERCRAFT — 75 FEET

LONG OR LESS

1. The following replaces Paragraph (2) of
Exclusion g., Aircraft, Auto Or Watercraft,
in Paragraph 2. of SECTION I —
COVERAGES — COVERAGE A — BODILY

INJURY AND PROPERTY DAMAGE

LIABILITY
(2) A watercraft you do not own that is:
(a) 75 feet long or less; and
(b) Not being used to carry any person
or property for a charge;

2. The following replaces Paragraph 2.e. of
SECTION II — WHO IS AN INSURED
e. Any person or organization that, with
your express or implied consent, either
CG D3 79 02 19
H. Blanket Additional Insured — Governmental
Entities — Permits Or Authorizations Relating To
Premises
I. Blanket Additional Insured — Governmental
Entities — Permits Or Authorizations Relating To
Operations
J. Incidental Medical Malpractice
K. Medical Payments — Increased Limit
L. Amendment Of Excess Insurance Condition —
Professional Liability
M. Blanket Waiver Of Subrogation — When Required
By Written Contract Or Agreement
N. Contractual Liability — Railroads
uses or is responsible for the use of a
watercraft that you do not own that is:
(1) 75 feet long or less; and
(2) Not being used to carry any person
or property for a charge;
B. WHO IS AN INSURED — UNNAMED

SUBSIDIARIES
The following is added to SECTION II — WHO IS
AN INSURED:

Any of your subsidiaries, other than a partnership
or joint venture, that is not shown as a Named
Insured in the Declarations is a Named Insured
if:
a. You are the sole owner of, or maintain an
ownership interest of more than 50% in, such
subsidiary on the first day of the policy
period; and
© 2017 The Travelers Indemnity Company. All rights reserved. Page 1 of 6 Includes copyrighted material of Insurance Services Office, Inc. with its permission. 75 COMMERCIAL GENERAL LIABILITY
b. Such subsidiary is not an insured under
similar other insurance.

No such subsidiary is an insured for "bodily
injury" or "property damage" that occurred, or
"personal and advertising injury" caused by an
offense committed:
a. Before you maintained an ownership interest
of more than 50% in such subsidiary; or
b. After the date, if any, during the policy period
that you no longer maintain an ownership
interest of more than 50% in such subsidiary.

For purposes of Paragraph 1. of Section II — Who
Is An Insured, each such subsidiary will be
deemed to be designated in the Declarations as:
a. A limited liability company;
b. An organization other than a partnership,
joint venture or limited liability company; or
c. A trust;
as indicated in its name or the documents that
govern its structure.

C. WHO IS AN INSURED — RETIRED PARTNERS,

MEMBERS, DIRECTORS AND EMPLOYEES
The following is added to Paragraph 2. of
SECTION II — WHO IS AN INSURED
Any person who is your retired partner, member,
director or "employee" that is performing services
for you under your direct supervision, but only for
acts within the scope of their employment by you
or while performing duties related to the conduct
of your business. However, no such retired
partner, member, director or "employee" is an
insured for:
(1) "Bodily injury':
(a) To you, to your current partners or
members (if you are a partnership or
joint venture), to your current members
(if you are a limited liability company) or
to your current directors;
(b) To the spouse, child, parent, brother or
sister of that current partner, member or
director as a consequence of Paragraph
(1)(a) above;
(c) For which there is any obligation to
share damages with or repay someone
else who must pay damages because of
the injury described in Paragraph (1)(a)
or (b) above; or
(d) Arising out of his or her providing or
failing to provide professional health care
services.

Unless you are in the business or occupation
of providing professional health care
services, Paragraphs (1)(a) (b) (c) and (d)
above do not apply to "bodily injury" arising
out of providing or failing to provide first aid
or "Good Samaritan services" by any of your
retired partners, members, directors or
"employees", other than a doctor. Any such
retired partners, members, directors or
"employees" providing or failing to provide
first aid or "Good Samaritan services" during
their work hours for you will be deemed to be
acting within the scope of their employment
by you or performing duties related to the
conduct of your business.
(2) "Personal injury':
(a) To you, to your current or retired
partners or members (if you are a
partnership or joint venture), to your
current or retired members (if you are a
limited liability company), to your other
current or retired directors or
"employees" while in the course of his or
her employment or performing duties
related to the conduct of your business,
or to your other "volunteer workers"
while performing duties related to the
conduct of your business;
(b) To the spouse, child, parent, brother or
sister of that current or retired partner,
member, director, "employee" or
"volunteer worker" as a consequence of
Paragraph (2)(a) above;
(c) For which there is any obligation to
share damages with or repay someone
else who must pay damages because of
the injury described in Paragraph (2)(a)
or (b) above; or
(d) Arising out of his or her providing or
failing to provide professional health care
services.
(3) "Property damage" to property:
(a) Owned, occupied or used by; or
(b) Rented to, in the care, custody or control
of, or over which physical control is
being exercised for any purpose by;
you, any of your retired partners, members
or directors, your current or retired
"employees" or "volunteer workers", any
current partner or member (if you are a
partnership or joint venture), or any current
member (if you are a limited liability
company) or current director.
© 2017 The Travelers Indemnity Company. All rights reserved. CG D3 79 02 19 Includes copyrighted material of Insurance Services Office, Inc. with its permission. 76 D. WHO IS AN INSURED - EMPLOYEES AND

VOLUNTEER WORKERS - BODILY INJURY

TO CO -EMPLOYEES, CO -VOLUNTEER

WORKERS AND RETIRED PARTNERS,

MEMBERS, DIRECTORS AND EMPLOYEES
The following is added to Paragraph 2.a.(1) of
SECTION II — WHO IS AN INSURED
Paragraphs (1)(a), (b) and (c) above do not
apply to "bodily injury" to a current or retired co -
"employee" while in the course of the co -
"employee's" employment by you or performing
duties related to the conduct of your business, or
to "bodily injury" to your other "volunteer
workers" or retired partners, members or
directors while performing duties related to the
conduct of your business.

E. WHO IS AN INSURED - NEWLY ACQUIRED

OR FORMED LIMITED LIABILITY COMPANIES
The following replaces Paragraph 3. of
SECTION II — WHO IS AN INSURED

3. Any organization you newly acquire or form,
other than a partnership or joint venture, and
of which you are the sole owner or in which
you maintain an ownership interest of more
than 50%, will qualify as a Named Insured if
there is no other similar insurance available
to that organization. However:
a. Coverage under this provision is
afforded only:
(1) Until the 180th day after you acquire
or form the organization or the end
of the policy period, whichever is
earlier, if you do not report such
organization in writing to us within
180 days after you acquire or form it;
or
(2) Until the end of the policy period,
when that date is later than 180 days
after you acquire or form such
organization, if you report such
organization in writing to us within
180 days after you acquire or form it;
b. Coverage A does not apply to "bodily
injury" or "property damage" that
occurred before you acquired or formed
the organization; and
c. Coverage B does not apply to "personal
and advertising injury" arising out of an
offense committed before you acquired
or formed the organization.

For the purposes of Paragraph 1. of Section
11 — Who Is An Insured, each such
CG D3 79 02 19

COMMERCIAL GENERAL LIABILITY
organization will be deemed to be
designated in the Declarations as:
a. A limited liability company;
b. An organization other than a partnership,
joint venture or limited liability company;
or
c. A trust;
as indicated in its name or the documents
that govern its structure.

F. BLANKET ADDITIONAL INSURED -

CONTROLLING INTEREST

1. The following is added to SECTION II —

WHO IS AN INSURED
Any person or organization that has financial
control of you is an insured with respect to
liability for "bodily injury", "property damage"
or "personal and advertising injury" that
arises out of:
a. Such financial control; or
b. Such person's or organization's
ownership, maintenance or use of
premises leased to or occupied by you.

The insurance provided to such person or
organization does not apply to structural
alterations, new construction or demolition
operations performed by or on behalf of such
person or organization.

2. The following is added to Paragraph 4. of
SECTION II — WHO IS AN INSURED
This paragraph does not apply to any
premises owner, manager or lessor that has
financial control of you.

G. BLANKET ADDITIONAL INSURED -

MORTGAGEES, ASSIGNEES, SUCCESSORS

OR RECEIVERS
The following is added to SECTION II — WHO IS
AN INSURED:

Any person or organization that is a mortgagee,
assignee, successor or receiver and that you
have agreed in a written contract or agreement
to include as an additional insured on this
Coverage Part is an insured, but only with
respect to its liability as mortgagee, assignee,
successor or receiver for "bodily injury", "property
damage" or "personal and advertising injury"
that:
a. Is "bodily injury" or "property damage" that
occurs, or is "personal and advertising injury"
caused by an offense that is committed,
© 2017 The Travelers Indemnity Company. All rights reserved. Page 3 of 6 Includes copyrighted material of Insurance Services Office, Inc. with its permission. 77 COMMERCIAL GENERAL LIABILITY
subsequent to the signing of that contract or
agreement; and
b. Arises out of the ownership, maintenance or
use of the premises for which that
mortgagee, assignee, successor or receiver
is required under that contract or agreement
to be included as an additional insured on
this Coverage Part.

The insurance provided to such mortgagee,
assignee, successor or receiver is subject to the
following provisions:
a. The limits of insurance provided to such
mortgagee, assignee, successor or receiver
will be the minimum limits that you agreed to
provide in the written contract or agreement,
or the limits shown in the Declarations,
whichever are less.
b. The insurance provided to such person or
organization does not apply to:
(1) Any "bodily injury" or "property damage"
that occurs, or any "personal and
advertising injury" caused by an offense
that is committed, after such contract or
agreement is no longer in effect; or
(2) Any "bodily injury", "property damage" or
"personal and advertising injury" arising
out of any structural alterations, new
construction or demolition operations
performed by or on behalf of such
mortgagee, assignee, successor or
receiver.

H. BLANKET ADDITIONAL INSURED —
GOVERNMENTAL ENTITIES — PERMITS OR

AUTHORIZATIONS RELATING TO PREMISES
The following is added to SECTION II — WHO IS
AN INSURED:

Any governmental entity that has issued a permit
or authorization with respect to premises owned
or occupied by, or rented or loaned to, you and
that you are required by any ordinance, law,
building code or written contract or agreement to
include as an additional insured on this
Coverage Part is an insured, but only with
respect to liability for "bodily injury", "property
damage" or "personal and advertising injury"
arising out of the existence, ownership, use,
maintenance, repair, construction, erection or
removal of any of the following for which that
governmental entity has issued such permit or
authorization: advertising signs, awnings,
canopies, cellar entrances, coal holes,
driveways, manholes, marquees, hoist away

openings, sidewalk vaults, elevators, street
banners or decorations.

I. BLANKET ADDITIONAL INSURED —
GOVERNMENTAL ENTITIES — PERMITS

OR AUTHORIZATIONS RELATING TO

OPERATIONS
The following is added to SECTION II — WHO IS
AN INSURED:

Any governmental entity that has issued a permit
or authorization with respect to operations
performed by you or on your behalf and that you
are required by any ordinance, law, building code
or written contract or agreement to include as an
additional insured on this Coverage Part is an
insured, but only with respect to liability for
"bodily injury", "property damage" or "personal
and advertising injury" arising out of such
operations.

The insurance provided to such governmental
entity does not apply to:
a. Any "bodily injury", "property damage" or
"personal and advertising injury" arising out
of operations performed for the
governmental entity; or
b. Any "bodily injury" or "property damage"
included in the "products -completed
operations hazard".

J. INCIDENTAL MEDICAL MALPRACTICE

1. The following replaces Paragraph b. of the
definition of "occurrence" in the
DEFINITIONS Section:
b. An act or omission committed in
providing or failing to provide "incidental
medical services", first aid or "Good
Samaritan services" to a person, unless
you are in the business or occupation of
providing professional health care
services.

2. The following replaces the last paragraph of
Paragraph 2.a.(1) of SECTION II — WHO IS
AN INSURED:

Unless you are in the business or occupation
of providing professional health care
services, Paragraphs (1)(a) (b) (c) and (d)
above do not apply to "bodily injury" arising
out of providing or failing to provide:
(a) "Incidental medical services" by any of
your "employees" who is a nurse,
nurse assistant, emergency medical
technician, paramedic, athletic trainer,
audiologist, dietician, nutritionist,
© 2017 The Travelers Indemnity Company. All rights reserved. CG D3 79 02 19 Includes copyrighted material of Insurance Services Office, Inc. with its permission. 78 occupational therapist or occupational
therapy assistant, physical therapist or
speech-language pathologist; or
(b) First aid or "Good Samaritan services"
by any of your "employees" or "volunteer
workers", other than an employed or
volunteer doctor. Any such "employees"
or "volunteer workers" providing or failing
to provide first aid or "Good Samaritan
services" during their work hours for you
will be deemed to be acting within the
scope of their employment by you or
performing duties related to the conduct
of your business.

3. The following replaces the last sentence of
Paragraph 5. of SECTION III — LIMITS OF
INSURANCE:

For the purposes of determining the
applicable Each Occurrence Limit, all related
acts or omissions committed in providing or
failing to provide "incidental medical
services", first aid or "Good Samaritan
services" to any one person will be deemed
to be one "occurrence".

4. The following exclusion is added to
Paragraph g. Eatlusions SECTION I —
COVERAGES — COVERAGE A — BODILY

INJURY AND PROPERTY DAMAGE

LIABILITY
Sale Of Pharmaceuticals
"Bodily injury" or "property damage" arising
out of the violation of a penal statute or
ordinance relating to the sale of
pharmaceuticals committed by, or with the
knowledge or consent of the insured.

5. The following is added to the DEFINITIONS
Section:
"Incidental medical services" means:
a. Medical, surgical, dental, laboratory, x-
ray or nursing service or treatment,
advice or instruction, or the related
furnishing of food or beverages; or
b. The furnishing or dispensing of drugs or
medical, dental, or surgical supplies or
appliances.

6. The following is added to Paragraph 4.b.,
Excess Insurance, of SECTION IV —

COMMERCIAL GENERAL LIABILITY
CONDITIONS:

This insurance is excess over any valid and
collectible other insurance, whether primary,
excess, contingent or on any other basis,
CG D3 79 02 19

COMMERCIAL GENERAL LIABILITY
that is available to any of your "employees"
for "bodily injury" that arises out of providing
or failing to provide "incidental medical
services" to any person to the extent not
subject to Paragraph 2.a.(1) of Section II —
Who Is An Insured.

K. MEDICAL PAYMENTS — INCREASED LIMIT
The following replaces Paragraph 7. of
SECTION III — LIMITS OF INSURANCE

7. Subject to Paragraph 5. above, the Medical
Expense Limit is the most we will pay under
Coverage C for all medical expenses
because of "bodily injury" sustained by any
one person, and will be the higher of:
a. $10,000; or
b. The amount shown in the Declarations of
this Coverage Part for Medical Expense
Li mit.

L. AMENDMENT OF EXCESS INSURANCE
CONDITION — PROFESSIONAL LIABILITY
The following is added to Paragraph 4.b.,
Excess Insurance, of SECTION IV —

COMMERCIAL GENERAL LIABILITY
CONDITIONS:

This insurance is excess over any of the other
insurance, whether primary, excess, contingent
or on any other basis, that is Professional
Liability or similar coverage, to the extent the
loss is not subject to the professional services
exclusion of Coverage A or Coverage B
M. BLANKET WAIVER OF SUBROGATION —

WHEN REQUIRED BY WRITTEN CONTRACT

OR AGREEMENT
The following is added to Paragraph $. Transfer
Of Rights Of Recovery Against Others To Us,
of SECTION IV — COMMERCIAL GENERAL

LIABILITY CONDITIONS
If the insured has agreed in a written contract or
agreement to waive that insured's right of
recovery against any person or organization, we
waive our right of recovery against such person
or organization, but only for payments we make
because of:
a. "Bodily injury" or "property damage" that
occurs; or
b. "Personal and advertising injury" caused by
an offense that is committed;
subsequent to the signing of that contract or
agreement.
© 2017 The Travelers Indemnity Company. All rights reserved. Page 5 of 6 Includes copyrighted material of Insurance Services Office, Inc. with its permission. 79 COMMERCIAL GENERAL LIABILITY
N. CONTRACTUAL LIABILITY — RAILROADS

1. The following replaces Paragraph c. of the
definition of "insured contract" in the
DEFINITIONS Section:
c. Any easement or license agreement;

2. Paragraph f.(1) of the definition of "insured
contract" in the DEFINITIONS Section is
deleted.

© 2017 The Travelers Indemnity Company. All rights reserved. CG D3 79 02 19 Includes copyrighted material of Insurance Services Office, Inc. with its permission. 80 COMMERCIAL GENERAL LIABILITY
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

BLANKET ADDITIONAL INSURED - WRITTEN

CONTRACTS (ARCHITECTS, ENGINEERS AND

SURVEYORS)
This endorsement modifies insurance provided under the following:

COMMERCIAL GENERAL LIABILITY COVERAGE PART

1. The following is added to SECTION II — WHO IS
AN INSURED:

Any person or organization that you agree in a
"written contract requiring insurance" to include as
an additional insured on this Coverage Part, but:
a. Only with respect to liability for "bodily injury",
"property damage" or "personal injury"; and
b. If, and only to the extent that, the injury or
damage is caused by acts or omissions of
you or your subcontractor in the performance
of "your work" to which the "written contract
requiring insurance" applies. The person or
organization does not qualify as an additional
insured with respect to the independent acts
or omissions of such person or organization.

The insurance provided to such additional insured
is limited as follows:
c. In the event that the Limits of Insurance of
this Coverage Part shown in the Declarations
exceed the limits of liability required by the
"written contract requiring insurance", the in-
surance provided to the additional insured
shall be limited to the limits of liability required
by that "written contract requiring insurance".

This endorsement shall not increase the limits
of insurance described in Section 111 — Limits
Of Insurance.
d. This insurance does not apply to the render-
ing of or failure to render any "professional
services" or construction management errors
or omissions.
e. This insurance does not apply to "bodily in-
jury" or "property damage" caused by "your
work" and included in the "products -
completed operations hazard" unless the
"written contract requiring insurance" specifi-
cally requires you to provide such coverage
for that additional insured, and then the insur-
ance provided to the additional insured ap-
CG D4 14 04 08
plies only to such "bodily injury" or "property
damage" that occurs before the end of the pe-
riod of time for which the "written contract re-
quiring insurance" requires you to provide
such coverage or the end of the policy period,
whichever is earlier.

2. The following is added to Paragraph 4.a. of SEC-
TION IV — COMMERCIAL GENERAL LIABILITY
CONDITIONS:

The insurance provided to the additional insured
is excess over any valid and collectible "other in-
surance", whether primary, excess, contingent or
on any other basis, that is available to the addi-
tional insured for a loss we cover. However, if you
specifically agree in the "written contract requiring
insurance" that this insurance provided to the ad-
ditional insured under this Coverage Part must
apply on a primary basis or a primary and non-
contributory basis, this insurance is primary to
"other insurance" available to the additional in-
sured which covers that person or organization as
a named insured for such loss, and we will not
share with that "other insurance". But this insur-
ance provided to the additional insured still is ex-
cess over any valid and collectible "other insur-
ance", whether primary, excess, contingent or on
any other basis, that is available to the additional
insured when that person or organization is an
additional insured under any "other insurance".

3. The following is added to SECTION IV — COM-
MERCIAL GENERAL LIABILITY CONDITIONS:

Duties Of An Additional Insured
As a condition of coverage provided to the addi-
tional insured:
a. The additional insured must give us written
notice as soon as practicable of an 'occur-
rence" or an offense which may result in a
claim. To the extent possible, such notice
should include:
© 2008 The Travelers Companies, Inc. Page 1 of 2
81 COMMERCIAL GENERAL LIABILITY
i. How, when and where the "occurrence"
or offense took place;
ii. The names and addresses of any injured
persons and witnesses; and
iii. The nature and location of any injury or
damage arising out of the "occurrence" or
offense.
b. If a claim is made or "suit" is brought against
the additional insured, the additional insured
must:
i. Immediately record the specifics of the
claim or "suit" and the date received; and
ii. Notify us as soon as practicable.

The additional insured must see to it that we
receive written notice of the claim or "suit" as
soon as practicable.
c. The additional insured must immediately send
us copies of all legal papers received in con-
nection with the claim or "suit", cooperate with
us in the investigation or settlement of the
claim or defense against the "suit", and oth-
erwise comply with all policy conditions.
d. The additional insured must tender the de-
fense and indemnity of any claim or "suit" to

any provider of other insurance which would
cover the additional insured for a loss we
cover. However, this condition does not affect
whether this insurance provided to the addi-
tional insured is primary to that other insur-
ance available to the additional insured which
covers that person or organization as a
named insured.

4. The following is added to the DEFINITIONS Sec-
tion:
"Written contract requiring insurance" means that
part of any written contract or agreement under
which you are required to include a person or or-
ganization as an additional insured on this Cover-
age Part, provided that the "bodily injury" and
"property damage" occurs and the "personal in-
jury" is caused by an offense committed:
a. After the signing and execution of the contract
or agreement by you;
b. While that part of the contract or agreement is
in effect; and
c. Before the end of the policy period.
© 2008 The Travelers Companies, Inc. CG D4 14 04 08
82 Policy Number : 810-C1306581

COMMERCIAL AUTO
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

BUSINESS AUTO EXTENSION ENDORSEMENT
This endorsement modifies insurance provided under the following:

BUSINESS AUTO COVERAGE FORM
With respect to coverage provided by this endorsement, the provisions of the Coverage Form apply unless modified by the endorsement.

GEN ERfblrsDE R1R lIONgafo RIA ever, coverage for any
injury, damage or medical expenses described in any of the provisions of this endorsement may be excluded or limited by another endorsement to the Coverage Part, and these coverage broadening provisions do not apply to the extent that coverage is excluded or limited by such an endorsement. The following listing is a general coverage description only. Limitations and exclusions may apply to these coverages. Read all the provisions of this endorsement and the rest of your policy carefully to determine rights, duties, and what is and is not covered.

A.

B.

C.

D.

BROAD FORM NAMED INSURED

BLANKET ADDITIONAL INSURED

EMPLOYEE HIRED AUTO

EMPLOYEES AS INSURED
E. SUPPLEMENTARY PAYMENTS — INCREASED
LIMITS
F. HIRED AUTO — LIMITED WORLDWIDE
COVERAGE — INDEMNITY BASIS
G. WAIVER OF DEDUCTIBLE — GLASS

PROVISIONS
A. BROAD FORM NAMED INSURED
The following is added to Paragraph ,A.1. Who Is
Anof Insured SECTION II — LIABILITY

COVERAGE
Any organization you newly acquire or form
during the policy period over which you maintain
50% or more ownership interest and that is not
separately insured for Business Auto Coverage.

Coverage under this provision is afforded only
until the 180th day after you acquire or form the
organization or the end of the policy period,
whichever is earlier.

B. BLANKET ADDITIONAL INSURED
The following is added to Paragraph c. in ,p.1.
iAttio Is An Insured SECTION II — LIABILITY

COVERAGE
This includes any person or organization who you
are required under a written contract or
agreement between you and that person or
organization, that is signed by you before the
"bodily injury" or "property damage" occurs and
that is in effect during the policy period, to name
CA T3 53 08 17
H. HIRED AUTO PHYSICAL DAMAGE — LOSS OF
USE — INCREASED LIMIT
I. PHYSICAL DAMAGE — TRANSPORTATION
EXPENSES — INCREASED LIMIT
J. PERSONAL EFFECTS
K. AIRBAGS
L. NOTICE AND KNOWLEDGE OF ACCIDENT OR
LOSS
M. BLANKET WAIVER OF SUBROGATION
N. UNINTENTIONAL ERRORS OR OMISSIONS
as an additional insured for Liability Coverage,
but only for damages to which this insurance
applies and only to the extent of that person's or
organization's liability for the conduct of another
"insured".

C. EMPLOYEE HIRED AUTO

1. The following is added to Paragraph ,p.1.

Who Is An Insured, of SECTION II —

LIABILITY COVERAGE
An "employee" of yours is an "insured" while
operating an "auto" hired or rented under a
contract or agreement in that "employee's"
name, with your permission, while performing
duties related to the conduct of your
business.

2. The following replaces Paragraph b. in B.5.,
Qthr Insurance SECTION IV —
BUSINESS AUTO CONDITIONS:
b. For Hired Auto Physical Damage
Coverage, the following are deemed to be
covered "autos" you own:
© 2016 The Travelers Indemnity Company. All rights reserved. Page 1 of 4 Includes copyrighted material of Insurance Services Office, Inc. with its permission 83 COMMERCIAL AUTO
(1) Any covered "auto" you lease, hire,
rent or borrow; and
(2) Any covered "auto" hired or rented by
your "employee" under a contract in
that individual "employee's" name,
with your permission, while
performing duties related to the
conduct of your business.

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

D. EMPLOYEES AS INSURED
The following is added to Paragraph ,p.1. Who Is
An Insured, of SECTION II — LIABILITY

COVERAGE
Any "employee" of yours is an "insured" while
using a covered "auto" you don't own, hire or
borrow in your business or your personal affairs.

E. SUPPLEMENTARY PAYMENTS — INCREASED
LIMITS

1. The following replaces Paragraph A.2.a.(2)
of SECTION II — LIABILITY COVERAGE
(2) Up to $3,000 for cost of bail bonds
(including bonds for related traffic law
violations) required because of an
"accident" we cover. We do not have to
furnish these bonds.

2. The following replaces Paragraph A.2.a.(4)
of SECTION II — LIABILITY COVERAGE
(4) All reasonable expenses incurred by the
"insured" at our request, including actual
loss of earnings up to $500 a day
because of time off from work.

F. HIRED AUTO — LIMITED WORLDWIDE
COVERAGE — INDEMNITY BASIS
The following replaces Subparagraph e. in
Paragraph B.7., Policy Term, Coverage
T ilritory SECTION IV — BUSINESS AUTO

CONDITIONS
e. Anywhere in the world, except any country or
jurisdiction while any trade sanction,
embargo, or similar regulation imposed by the
United States of America applies to and
prohibits the transaction of business with or
within such country or jurisdiction, for Liability
Coverage for any covered "auto" that you
lease, hire, rent or borrow without a driver for
a period of 30 days or less and that is not an
"auto" you lease, hire, rent or borrow from
any of your "employees", partners (if you are
a partnership), members (if you are a limited

liability company) or members of their
households.
(1) With respect to any claim made or "suit"
brought outside the United States of
America, the territories and possessions
of the United States of America, Puerto
Rico and Canada:
(a) You must arrange to defend the
"insured" against, and investigate or
settle any such claim or "suit" and
keep us advised of all proceedings
and actions.
(b) Neither you nor any other involved
"insured" will make any settlement
without our consent.
(c) We may, at our discretion, participate
in defending the "insured" against, or
in the settlement of, any claim or
"suit".
(d) We will reimburse the "insured":
(i) For sums that the "insured"
legally must pay as damages
because of "bodily injury" or
"property damage" to which this
insurance applies, that the
"insured" pays with our consent,
but only up to the limit described
in Paragraph C. Limit Of
Insurance, of SECTION 11 —
LIABILITY COVERAGE;
(ii) For the reasonable expenses
incurred with our consent for your
investigation of such claims and
your defense of the "insured"
against any such "suit", but only
up to and included within the limit
described in Paragraph CLimit
Of Insurance, of SECTION 11 —
LIABILITY COVERAGE, and not
in addition to such limit. Our duty
to make such payments ends
when we have used up the
applicable limit of insurance in
payments for damages,
settlements or defense expenses.
(2) This insurance is excess over any valid
and collectible other insurance available
to the "insured" whether primary, excess
contingent or on any other basis.

This insurance is not a substitute for
required or compulsory insurance in any
country outside the United States, its
(3)
© 2016 The Travelers Indemnity Company. All rights reserved. CA T3 53 08 17 Includes copyrighted material of Insurance Services Office, Inc. with its permission 84 territories and possessions, Puerto Rico
and Canada.

You agree to maintain all required or
compulsory insurance in any such
country up to the minimum limits required
by local law. Your failure to comply with
compulsory insurance requirements will
not invalidate the coverage afforded by
this policy, but we will only be liable to the
same extent we would have been liable
had you complied with the compulsory
insurance requirements.
(4) It is understood that we are not an
admitted or authorized insurer outside the
United States of America, its territories
and possessions, Puerto Rico and
Canada. We assume no responsibility for
the furnishing of certificates of insurance,
or for compliance in any way with the
laws of other countries relating to
insurance.

G. WAIVER OF DEDUCTIBLE — GLASS
The following is added to Paragraph D.,
Qedfactible SECTION III — PHYSICAL

DAMAGE COVERAGE
No deductible for a covered "auto" will apply to
glass damage if the glass is repaired rather than
replaced.

H. HIRED AUTO PHYSICAL DAMAGE — LOSS OF
USE — INCREASED LIMIT
The following replaces the last sentence of
Paragraph A.4.b. Lads Of Use Expenses
SECTION III — PHYSICAL DAMAGE

COVERAGE
However, the most we will pay for any expenses
for loss of use is $65 per day, to a maximum of
$750 for any one "accident".

I. PHYSICAL DAMAGE — TRANSPORTATION
EXPENSES — INCREASED LIMIT
The following replaces the first sentence in
Paragraph A.4.a. Tainsportation Expenses
SECTION III — PHYSICAL DAMAGE

COVERAGE
We will pay up to $50 per day to a maximum of
$1,500 for temporary transportation expense
incurred by you because of the total theft of a
covered "auto" of the private passenger type.

J. PERSONAL EFFECTS
The following is added to Paragraph A.4.,
Coverage Extensions SECTION III —

PHYSICAL DAMAGE COVERAGE
CA T3 53 08 17

COMMERCIAL AUTO
Personal Effects
We will pay up to $400 for "loss" to wearing
apparel and other personal effects which are:
(1) Owned by an "insured"; and
(2) In or on your covered "auto".

This coverage applies only in the event of a total
theft of your covered "auto".

No deductibles apply to this Personal Effects
coverage.

K. AIRBAGS
The following is added to Paragraph B.3.,
Fxofusions SECTION III — PHYSICAL

DAMAGE COVERAGE
Exclusion 3.a. does not apply to "loss" to one or
more airbags in a covered "auto" you own that
inflate due to a cause other than a cause of "loss"
set forth in Paragraphs A.1.b. and A.1.c., but
only:
a. If that "auto" is a covered "auto" for
Comprehensive Coverage under this policy;
b. The airbags are not covered under any
warranty; and
c. The airbags were not intentionally inflated.

We will pay up to a maximum of $1,000 for any
one "loss".

L. NOTICE AND KNOWLEDGE OF ACCIDENT OR
LOSS
The following is added to Paragraph Ala.

SECTION IV — BUSINESS AUTO CONDITIONS:

Your duty to give us or our authorized
representative prompt notice of the "accident" or
"loss" applies only when the "accident" or "loss" is
known to:
(a) You (if you are an individual);
(b) A partner (if you are a partnership);
(c) A member (if you are a limited liability
company);
(d) An executive officer, director or insurance
manager (if you are a corporation or other
organization); or
(e) Any "employee" authorized by you to give
notice of the "accident" or "loss".

M. BLANKET WAIVER OF SUBROGATION
The following replaces Paragraph ,p.5. Transfer
Of Rights Of Recovery Against Others To Us
of SECTION IV — BUSINESS AUTO

CONDITIONS
© 2016 The Travelers Indemnity Company. All rights reserved. Page 3 of 4 Includes copyrighted material of Insurance Services Office, Inc. with its permission 85 COMMERCIAL AUTO

5. Transfer Of Rights Of Recovery Against
Others To Us
We waive any right of recovery we may have
against any person or organization to the
extent required of you by a written contract
signed and executed prior to any "accident"
or "loss", provided that the "accident" or "loss"
arises out of operations contemplated by
such contract. The waiver applies only to the
person or organization designated in such
contract.

N. UNINTENTIONAL ERRORS OR OMISSIONS
The following is added to Paragraph B.2.,
Concealment, Misrepresentation, Or Fraud, of
SECTION IV — BUSINESS AUTO CONDITIONS:

The unintentional omission of, or unintentional
error in, any information given by you shall not
prejudice your rights under this insurance.

However this provision does not affect our right to
collect additional premium or exercise our right of
cancellation or non -renewal.
© 2016 The Travelers Indemnity Company. All rights reserved. CA T3 53 08 17 Includes copyrighted material of Insurance Services Office, Inc. with its permission 86 CITY OF PLACENTIA

PROFESSIONAL SERVICES AGREEMENT
WITH
INTERWEST CONSULTING GROUP, INC.

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

WITNESSETH:

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

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

1.0. SERVICES PROVIDED BY CONSULTANT

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

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

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

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

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

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

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

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

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

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

2.0. COMPENSATION AND BILLING

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

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

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

2.3. Method of Billing. Consultant may submit invoices to the City for approval on a progress basis, but no more often than two times a month. Said invoice shall be based on the total of all Consultant's services which have been completed to City's sole satisfaction. City shall pay Consultant's invoice within forty-five (45) days from the date City receives said invoice. Each invoice shall describe in detail the services performed, the date of performance, and the associated time for completion. Any additional services approved and performed pursuant to this Agreement shall be designated as "Additional Services" and shall identify the number of the authorized change order, where applicable, on all invoices.

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

3.0. TIME OF PERFORMANCE

3.1. Commencement and Completion of Work. The professional services to be performed pursuant to this Agreement shall commence within five (5) days from the Effective Date of this Agreement. Said services shall be performed in strict compliance with the Project Schedule 3 [[Interwest Consulting Group, Inca
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89 approved by City as set forth in Exhibit "A".

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

4.0. TERM AND TERMINATION

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

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

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

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

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

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

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

5.0. INSURANCE

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

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

5.2. Deductible or Self -Insured Retention. If any of such policies provide for a deductible or self-insured retention to provide such coverage, the amount of such deductible or self-insured retention shall be approved in advance by City. No policy of insurance issued as to which the City is an additional insured shall contain a provision which requires that no insured except the named insured can satisfy any such deductible or self-insured retention.

5.3. Certificates of Insurance. Consultant shall provide to City certificates of insurance showing the insurance coverages, as well as providing the City with the required endorsements in a form and content approved by City, prior to performing any services under this Agreement.

The certificates of insurance and endorsements shall be attached hereto as Exhibit "C" and incorporated herein by this reference.
5 [[Interwest Consulting Group, Inca
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91 5.4. Non -limiting. Nothing in this Section shall be construed as limiting in any way, the indemnification provision contained in this Agreement, or the extent to which Consultant may be held responsible for payments of damages to persons or property.

6.0. GENERAL PROVISIONS

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

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

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

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

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

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

IF TO CONSULTANT: IF TO CITY:

Matthew K. Causley
Chief Operations Officer
Interwest Consulting Group, Inc.
9320 Chesapeake Drive, Suite 208
6 City of Placentia
401 E. Chapman Ave.

Placentia, CA 92870
[[Interwest Consulting Group, Inca
Rev. 01/2024
92 San Diego, CA 92123
Tel: (858) 560-1468
Fax:

Attn: Matthew K. Causley
Chief Operations Officer
Tel: (714) 993-8124
[email protected]
Attn: Joseph Lambert
Director of Development
Services

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

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

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

6.8. Indemnification and Hold Harmless. Consultant agrees to protect, defend, indemnify, and hold free and harmless the City, its officers, officials, agents, employees, and volunteers, at Consultant's sole expense, from and against any and all claims, liabilities, demands, actions, expenses, damages, suits or other legal proceedings brought against the City, its officers, officials, agents, employees, and volunteers arising out of or in any way connected with the performance of the Consultant, its employees, and/or authorized subcontractors' work undertaken pursuant to this Agreement including all acts or omissions, willful misconduct or negligent conduct, whether active or passive, on the part of the Consultant, its employees and/or subcontractors. The defense obligation provided for hereunder shall apply whenever any claim, action, complaint or suit asserts liability against the City, its officers, officials, agents, employees, and volunteers based upon the work performed by the Consultant, its employees, and/or authorized subcontractors under this Agreement, whether or not the Consultant, its employees, and/or authorized subcontractors are specifically named or otherwise asserted to be liable, and whether or not there is any evidence of fault or wrongdoing by the Consultant, its employees and/or its subcontractors. Notwithstanding the foregoing, the Consultant shall not be liable for the defense or indemnification of the City for claims, actions, complaints or suits arising out of the sole active negligence or willful misconduct of the City. This provision shall supersede and replace all other indemnity provisions contained either in the City's specifications or Consultant's Proposal, which shall be of no force and effect.

6.9. Independent Contractor. Consultant is and shall be acting at all times as an independent contractor and not as an employee of City. Consultant shall have no power to incur 7 [[Interwest Consulting Group, Inca
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93 any debt, obligation, or liability on behalf of City or otherwise act on behalf of City as an agent.

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

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

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

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

6.12. Ownership of Documents. All findings, reports, documents, information, and data including, but not limited to, computer tapes or discs, preliminary notes, working documents, files, and tapes furnished or prepared by Consultant or any of its subcontractors in the course of performance of this Agreement, shall be and remain the sole property of City. Consultant agrees that any such documents or information shall not be made available to any individual or organization without the prior consent of City but shall be made available to the City within ten (10) days of request or within ten (10) days of termination. Any use of such documents for other projects not contemplated by this Agreement, and any use of incomplete documents, shall be at the sole risk of City and without liability or legal exposure to Consultant. City shall indemnify and hold harmless Consultant from all claims, damages, losses, and expenses, including attorneys' fees, arising out of or resulting from City's use of such documents for other projects not contemplated by this Agreement or use of incomplete documents furnished by Consultant. 8 [[Interwest Consulting Group, Inca
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94 Consultant shall deliver to City any findings, reports, documents, information, data, preliminary notes and working documents, in any form, including but not limited to, computer tapes, discs, files audio tapes, or any other Project related items as requested by City or its authorized representative, at no additional cost to the City. Consultant or Consultant's agents shall execute such documents as may be necessary from time to time to confirm City's ownership of the copyright in such documents.

6.13. Public Records Act Disclosure. Consultant has been advised and is aware that this Agreement and all reports, documents, information, and data, including, but not limited to, computer tapes, discs, or files furnished or prepared by Consultant, or any of its subcontractors, pursuant to this Agreement and provided to City may be subject to public disclosure as required by the California Public Records Act (California Government Code Section 7920.000 et seq.). Exceptions to public disclosure may be those documents or information that qualify as trade secrets, as that term is defined in the California Government Code Section 7924.510, and of which Consultant informs City of such trade secret. The City will endeavor to maintain as confidential all information obtained by it that is designated as a trade secret. The City shall not, in any way, be liable or responsible for the disclosure of any trade secret including, without limitation, those records so marked if disclosure is deemed to be required by law or by order of the Court.

6.14. Conflict of Interest. Consultant and its officers, employees, associates, and subconsultants, if any, will comply with all conflict of interest statutes of the State of California applicable to Consultant's services under this agreement, including, but not limited to, the Political Reform Act (Government Code Sections 81000, et seq.) and Government Code Section 1090.

During the term of this Agreement, Consultant and its officers, employees, associates, and subconsultants shall not, without the prior written approval of the City Representative, perform work for another person or entity for whom Consultant is not currently performing work that would require Consultant or one of its officers, employees, associates, or subconsultants to abstain from a decision under this Agreement pursuant to a conflict of interest statute. Consultant's duties and services under this Agreement shall not include preparing or assisting the City with any portion of the City's preparation of a request for proposals, request for qualifications, or any other solicitation regarding a subsequent or additional contract with the City. The City shall at all times retain responsibility for public contracting, including with respect to any subsequent phase of this project.

Consultant's participation in the planning, discussions, or drawing of project plans or specifications shall be limited to conceptual, preliminary, or initial plans or specifications.

Consultant shall cooperate with the public entity to ensure that all bidders for a subsequent contract on any subsequent phase of this project, if any, have access to the same information, including all conceptual, preliminary, or initial plans or specifications prepared by Consultant pursuant to this Agreement.

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

6.16. Prohibited Employment. Consultant will not employ any regular employee of City 9 [[Interwest Consulting Group, Inca
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95 while this Agreement is in effect.

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

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

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

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

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

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

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

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

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

6.25. Counterparts. This Agreement may be executed in one or more counterparts, 10 [[Interwest Consulting Group, Inca
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96 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
City Administrator or Mayor
ATTEST:

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

Interwest Consulting Group;
Signature
Digitally signed by Matthew K.

Matthew K. Causley Causley
Date: 2026.07.14 13:30:56 -04'00'
Matthew K. Causley, Chief Operations Officer
73-1630909
Social Security or Taxpayer ID Number
APPROVED AS TO FORM:

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

Date: July 14, 2026
Date:
[[Interwest Consulting Group, Inca
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97 Cyndi Alvaranga, Risk Manager
APPROVED AS TO CONTENT:

Joseph Lambert, Project Manager
DEPARTMENTAL APPROVAL:

Joseph Lambert, Director of
Development Services
12 Date:

Date:

Date:
[[Interwest Consulting Group, Inca
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98 EXHIBIT A

CONSULTANT'S PROPOSAL AND SCOPE OF WORK
13 [[Interwest Consulting Group, Inca
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99 EW

INTERWEST
A SAFEbuilt'" COMPANY

CITY OF PLACENTIA
On -Call Planning Services: Current Planning &
Development Review Support
May 8, 20261 5:00 PM PST
MAIN PROPOSAL CONTACT:

STEVE NERO
Vice President of Sales
949.201.2468
[email protected]
www.interwestgrp.com
100

TABLE OF CONTENTS

1. Transmittal Letter 4

2. Approach to Services 6

3. Company Information 13

4. References 23
Appendix A: Resumes 29
City of Placentia On -Call Planning Services: Current Planning & Development Review Support 2 101

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w
_a

May 8, 2026
Joseph Lambert, Development Services Director
City of Placentia
401 East Chapman
Placentia, CA 92870
RE: On -Call Planning Services: Current Planning & Development Review Support rW

INTERWEST
A SAPEOlaiY COMPANY
9320 Chesapeake Drtve
Suite 208
'San Diego. CA 92123
P 858.560,1458
Mr. Lambert and Members of the Selection Committee:

Interwest Consulting Group, Inc., a SAFEbuilt Company, is pleased to submit this proposal in response to the City of Placentia's Request for Proposals for on-call planning services to support Current Planning and Development Review functions.

UNDERSTANDING OF THE SCOPE OF WORK
Interwestfully understands the City's need fora flexible, responsive, and reliable consultant partner to serve as an extension of City staff. Placentia's small core Development Services team faces periodic workload spikes driven by significant initiatives such as the Specific Plan 5 (SP -5) Corridor Plan, Packing House District TOD Expansion (up to 1,378 new residential units), Chapman Corridor Revitalization, Old Town Streetscape Improvements, new 2025 California Building Code compliance, and other residential and mixed•use developments.

Our team is prepared to deliver the full range of services outlined in the RFP, including:
• Development review and plan check for consistency with zoning, codes, entitlements, and conditions of approval. • Project management and processing of discretionary and ministerial applications (use permits, development plan reviews, tentative maps, variances, etc.).
• Preparation of staff reports, resolutions, conditions of approval, and support for Planning Commission and City Council meetings, ▪ Counter support, customer servicer application intake, and public inquiries. • Research, analysis, policy/ordinance updates, and interdepartmental coordination. • Optional services such as CEQA compliance docu mentation and MWELO landscape plan review.

We will provide scalable staffing (junior through principal level), rapid response times, and seamless integration—whether on-site, hybrid, or remote—while maintaining high-quality, defensible deliverables that align with Placentia's small-town charm, community priorities, and commitment to efficient, transparent development processing.

PROPOSAL CONTACTS
• Proposal Questions & Contract Negotiation: Steve Nero, Vice President of Sales, 312.339.0436, [email protected]. • Authorized Signer: Matthew K. Causley, Chief Operations Officer, 858.560.1468, [email protected] We appreciate the opportunity to partner with the City of Placentia and are confident that Interwest's experienced team, proven on-call planning expertise across California mu nicipalities, and client -focused approach will deliver exceptional value and support to the City's planning objectives. We look forward to discussing our proposal in greater detail.

Sincerely,
Matthew K. Ca sley
Chief Operations Officer
Interwest Consulting Group, Inc., a SAFEbuilt Company
103

2. APPROACH TO SERVICES

UNDERSTANDING OF THE REQUESTED SERVICES
Interwest proposes to serve as an extension of City staff by providing responsive on-call planning support tailored to Placentia's current priorities, including development review and plan check; project management and application processing; staff reports and public hearings; counter support and customer service; research and analysis; and CEQA compliance documentation and landscape plan review. Our approach is designed to help the City maintain project momentum, manage workload spikes, and deliver clear, defensible recommendations that are responsive to Placentia's time frames, policy goals, and community expectations.

Interwest is well positioned to support Placentia's need for a flexible, dependable, and collaborative consultant partner. Our team's breadth and depth allow us to assign the most appropriate staff to each task, including junior staff for routine or lower -complexity work when cost-effective, while ensuring all work is overseen by the Project Manager and reviewed through Interwest's internal QA/ QC process before submittal.This approach helps the City maximize value without sacrificing quality, responsiveness, or continuity.

Interwest maintains a deep bench of planning professionals with varied experience levels; we can scale staffing up or down quickly to match workload demands and project complexity.This allows us to provide efficient, right -sized support to Placentia—whether the need is expedited project review, long-range planning, housing implementation, CEQA support, or special studies—while keeping the work moving and controlling overall project costs.

CURRENT PLANNING DEVELOPMENT KEVIEW
Our planners have successfully delivered high-profile projects for municipalities across California, including two -million square foot industrial facilities, 22 -story mixed-use developments, corporate headquarters, and complex subdivisions. Interwest's team offers flexible support tailored to the City's needs, whether on-site, hybrid, or fully remote. Our expertise spans the full range of municipal entitlements, including SB330 and SB35 projects, conditional uses, variances, design reviews, subdivision maps, annexations, zoning map updates, general plan amendments, code changes, housing element implementation, sphere of influence modifications, LAFCO applications, development agreements, and CEQA reviews.

Junior staff efficiently handle routine entitlements, while Senior and Principal Planners oversee more complex projects. Acting as Project Managers underthe supervision of the Department Director ortheir designee, they serve as primary contacts and coordinate entitlement reviews with City staff, outside agencies, consultants, and stakeholders.

To enhance project delivery further, Interwest leverages in-house subject matter experts in engineering, building and safety services, real estate, landscape architecture, and grant administration. This allows us to quickly address any issues by consulting with specialized colleagues to ensure timely solutions.

PLAN CHECK
Interwest routinely reviews building and grading permit applications for compliance with design review standards, zoning standards, site planning, the Subdivision Map Act, the California Environmental Quality Act (CEQA), conditions of approval, mitigation measures, approved development plans, subdivision code, and other applicable review documents. We can provide these services within a 10 -day period. We have the staffing flexibility and the technical skills to complete comprehensive plan checks on time. We will match the approach and level of review typically applied by your staff.

City of Placentia On -Call Planning Services: Current Planning & Development Review Support 6 105

Additionally, we have the personnel to assign additional staff to cover times when there may be an exceptionally high permit application volume. We will adopt the City's processes, procedures, and project review schedule to deliver the reviews on time. We can complete reviews digitally through BlueBeam,AdobeAcrobat, or other programs thattheTown would prefer. Since our planners have worked with other municipalities, they have experience with several different types of permit tracking/project management systems including CentralSquare (formallyTraklt), OpenGov,AMANDA, and several others.

GENERAL PROJECT MANAGEMENT APPROACH
Our project management approach begins with applying our Plan, Execute, Control, Optimize (PECO) philosophy. The PECO framework, illustrated to the right, is based on our team's experience and industry best practices. We identify, prioritize, allocate, manage, and control the work requirements through this singular, integrated method.

Using the PECO framework, the Interwest team delivers a project management approach that combines the right people, processes, and tools to perform the Scope of Services requirements. The Interwest team's process is structured to streamline our resources and provide responsive services. Successful execution of public works services starts with a responsive team structure that can anticipate and address resource needs.

Our team works on multiple tasks simultaneously and our organizational structure supports the staff in overseeing this process effectively. Project Manager Chantal Power, AICP, will ensure overall project performance and completion.

DIRECT COORDINATION
The PECO framework delivers a contract management
approach that combines the right people, processes, and tools to perform contract work.

APPROACH TO COMMUNICATION AND COORDINATION
One of the keys to the efficient and successful flow of information is clear, effective communication. Everyone involved with a contract of this size and scope must be aware of changes, progress, and challenges. We commit to working with you to determine the best ways to communicate the right information to the right people at the right time. Our priority is to ensure the best possible experience working with our team—with minimum impact on the City and its citizens.

Meetings are an integral part of the plan, especially at contract start-up. Everyone involved must be aware of
progress and changes to expect going forward. We will
prepare communications that can be shared with all City staff, detailing what to expect during contract transition and moving forward.

We work with you to develop a schedule and format to
meet your needs for aggregate reporting. Report formats may include monthly, quarterly, and annual reports
summarizing activity levels, adherence to performance
metrics, and other items of special interest to the City. We ensure our work effort is clearly communicated to the City throughout the contract's life, adjusting as necessary.

INTERWEST'S COMMUNICATION APPROACH

QUANTITATIVE METHOD
Identification and selection How the data and information of metrics and information will be communicated
to be provided

QUALITATIVE
Information requested
by key decision makers
and stakeholders

FREQUENCY
How often
information and data
is to be provided
City of Placentia On -Call Planning Services: Current Planning & Development Review Support 7 106

PLANNING ANALYSIS AND DOCUMENT PREPARATION
Interwest supports jurisdictions by reviewing, analyzing, and synthesizing planning data to inform clear, defensible recommendations and regulatory compliance. Our team
evaluates land use applications, zoning and code standards, demographic and development trends, and supporting
technical materials to identify policy implications and approval considerations. This analysis is translated into well -organized, accurate planning documents—including staff reports, findings, correction comments, and decision records—that align with local regulations, state requirements, and public process standards while providing clear guidance to applicants, decision -makers, and the public. While all development codes are similar, every city has its specific priorities and goals as outlined in its municipal code. Before beginning a project with the City, Interwest staff will familiarize themselves with the specifics of the City codes.

Interwest will prepare completeness letters, zoning clearances, permit findings, staff reports, ordinance amendments, policy memos, environmental docs, hearing presentations, and
more. For more complex work, we will manage subconsultants/ studies. Our PMs (under City Manager/designee) process
assigned entitlements, coordinating with stakeholders and/or City Attorney. Our experts in engineering/building/real estate/ landscape/grants resolve issues quickly, saving time and money.

Interwest staff, acting as an extension of City staff, can review, process, and prepare staff reports for consideration by the appropriate approval body.As such, they know that coordination among departments is critical to successful project reviews. Our planners understand that land -use regulations, transportation planning, adequate infrastructure, appropriate financing mechanisms, and other technical aspects of development all contribute to successful projects. We have extensive experience with all planning entitlements, including SB35, SB330, SB9, ADU's, and all levels of CEQA review.

Interwest has a strong track record of providing personalized service to clients, meeting project schedules, managing tight budgets, and coordinating closely with staff. Interwest will confirm communications protocols at the project kick-off meeting, including key points of contact and which meetings will be held in person or by conference call.

Not only does every member of our team, at a minimum, have experience with the MS Office Suite, BlueBeam, and Accela or other municipal permit/project management software, but they have all worked the planning counter across various California municipalities. They are highly adept at discussing project details with applicants and the public. Further, Interwest's planners can provide all required planning services remotely via Zoom, MS Teams, WebEx, or other similar video conferencing platforms if the City desires.

Effective communication with the public is of paramount importance to achieving planning goals. Interwest has a diverse group of planners with a variety of backgrounds, enabling us to provide planners who are proficient or native speakers of languages other than English.

Interwest's planners have worked in municipalities throughout California and are aware of the similarities and differences of each client agency. We understand the pressures that applicants and project reviews can place upon agency staff; we tailor our approach to the values and priorities of each of our clients.

For most of our client agencies, there is general support for new development if such development protects and enhances the character of the community. The goals and expectations of each agency vary, and we adjust our practices to meet both the explicit standards adopted by the cities we serve, as well as the expectations established by the decision makers and the practices regularly employed by staff.

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ADVANCED PLANNING AND SPECIAL PROJECTS SFRVICES
As the City continues to build a community that is sustainable across all dimensions, more nuance and forethought are required in ordinances, laws, amendments, and variances to the Planning and Zoning sections of the Municipal Code.

Interwest offers Advance Planning services, which typically involve the preparation of policy documents and development standards that will guide future development. Our senior staff has the dual experience of writing policy documents, including general plans, zoning codes, design guidelines, and development standards, as well as implementing such documents through the project review process.

In addition to more typical advanced planning projects, our staff is prepared to assist the City with those unusual and unique projects that arise. Ourstaff has assisted with corridor planning, municipal facilities, coordination with affiliated agencies, and many more capacities. We are creative problem solvers and are always excited to take on new challenges.

Interwest and its proposed staff have experience managing city -initiated advanced planning projects, special projects within specific sites, and focused studies.

The extent of this support within the City's planning context includes the following:
• General Plan Amendments
• Specific Plans and Specific Plan Amendments
• Zoning Map Amendments
• Zoning Text Amendments Associated With Specific Topics (e.g. ADU Regulations) • Focused Land Use Studies
• Objective Design Standards
• Assessment of Legislative Requirements
• Policy/Procedure Memorandum Creation
• Boards, Committees, Commission, and City Council Presentations • Forms and Documents Creation

USER-FRIENDLY CODE
Interwesttakes pride in preparing user-friendlyzoning codes and Subdivision Codes.Ourplanners not only write these documents, but implement and administer the plans through project reviews on a day-to-day basis. We understand the need for clearly written and understandable regulations, both for agency staff and members of the community proposing projects.

DELIBERATE PUBLIC PROCESS
Public outreach for a Subdivision Code update must be approached differently from outreach for a General Plan or Zoning Ordinance update. A General Plan establishes broad policy for a community and generally addresses issues that are important to most residents, while the zoning code is a more technical document that implements the General Plan policy. The Subdivision code, in contrast, is a more technical document that implements General Plan policy and Zoning Ordinance regulations, with specific instructions on how property may be subdivided. Public outreach for a Subdivision Code update, therefore, needs to focus primarily on practitioners in the development community. Public outreach efforts must also clearly communicate to practitioners and the public how proposed changes to existing subdivision regulations will specifically impact them.
"1 appreciate the professional manner
in which [Interwest] represent
themselves to all members of my staff,
always with a desire to be complete in
their communications, working as a
member of our department team and
not separate from it. 1 would highly
recommend their services to any
interested party."
John R. Della Monica, Jr., Community
Development Director, City of Lodi, CA
City of Placentia On -Call Planning Services: Current Planning & Development Review Support 9 108

OPTIONAL SERVICES

CEQA COMPLIANCE DOCUMENTATION

EXPERTISE WITH CEQA AND PLANNING AND ZONING PRACTICES
Interwest is experienced at working with California coastal communities and understands the importance of sea level rise, ocean acidification, heat events and extreme weather, habitat loss, energy resilience, and emission reductions efforts. Our Planners have established relationships with local responsible agencies and are familiar with their requirements. Such agencies include but are not limited to Army Corp of Engineers, California Fish and Wildlife Services, Regional Water Control Board, and the Santa Barbara County Flood Control.

ENVIRONMENTAL (CEQA/NEPA) REVIEW
We understand the value and importance of environmental documentation to allow informed decisions that will meet regulatory requirements and stand up should a project be legally challenged. We also approach environmental clearances with an eye for the lowest appropriate level of analysis. Our process is to first consider CEQA exemptions and whether a previous environmental document might provide adequate CEQA coverage. If additional environmental analysis is required, we immediately inform our client, offer options, and seek direction on how to proceed.

Our team can undertake both the application review and the environmental documentation of a given project. This approach can benefit a project review by daylighting and resolving environmental issues early in the project review thereby resulting in an environmentally superior project.

Our services can be provided as technical support to City or municipal staff, as a project manager independently managing third - party environmental consultants, or as authors of environmental documents. Our staff has conducted CEQA reviews for a wide variety of projects including large and small development applications, updates, and amendments to General and Specific Plans, and updates to zoning ordinances. If so directed, our staff can prepare Initial Studies and Mitigated Negative Declarations/Negative Declarations consistent with municipal policies and practices, CEQA Guidelines, and planning and zoning law requirements.

In addition to environmental analysis of projects under review by the municipality, the Interwest team can also provide third - party peer review of environmental documentation and technical analyses (prepared by others) for projects contemplated by other agencies that have the potential to impact the municipality.

In such cases, our team would review draft environmental documents and prepare comments on behalf of the municipality. Our team is available to attend public meetings in person or virtually depending on the needs of the City.

City of Placentia On -Call Planning Services: Current Panning & Development Review Support 10 109

LANDSCAPE PLAN REVIEW
Tasks related to the review and processing of landscape architecture planting and irrigation plans are as follows:

Including evaluation of required
reports and design professional's
recommendations.

PLAN

REVIEWS
REVIEW
PLAN
Determine if field
conditions are consistent
with the plans submitted.

Alterations to the
existing development
(redevelopment).

VISIT
SITE
Review comments or delineate the standards
not being met and assist in review completion
to meet the goal of two plan reviews.

MEET
WITH
STAFF
REVIEW
PLAN
SPECS
Ensure compliance with underlying
planning permits and conditions of
approval and applicable zoning and
landscape standards as well as the
municipal Water Efficient Landscape
Ordinance (WELO).

IMPLEMENT

STORMWATE

PROGRAM
Our team will implement/
incorporate the stormwater
program requirements into the
landscape design as necessary.
"/Interwest planning staff] provide professional services in an efficient and effective manner with a broad range of knowledge and expertise. Staff assigned to our General Plan Update bring this knowledge and expertise to our City. These staff members are critical to the success of this project." Phil Carter, Interim City Manager, City of Rio Vista, CA City of Placentia On -Call Planning Services: Current Panning & Development Review Support 11 110

IM-11A 4:11TIraiN II:71: VA

3. COMPANY INFORMATION
Interwest Consulting Group (Interwest) has extensive experience and a proven track record of successfully providing planning, landscape plan review, California Environmental Quality Act (CEQA) compliance, civil engineering services, and various development applications to public agencies for 24 years. We currently serve more than 330 public agencies, providing planning, capital project design, public works services, construction, and inspection services.

In 2020, Interwest became a wholly owned subsidiary of SAFEbuilt, LLC. Interwest, combined with our subsidiaries, employs nearly 400 professional staff in California, supported by SAFEbuilt's larger resources of 1,500+ national employees. Our employees span a multitude of disciplines, roles, and job placements to municipalities within building safety and public works departments throughout California.

Providing municipal planning services is at the core of our business. We have highly qualified staff and extensive resources throughout the state. The Interwest team is comprised of Engineers, Building Inspectors, Plan Examiners, Planners, Urban Designers, Grant Writers, licensed Architects, and other professionals specializing in providing community development services to local government agencies.

Our staff has held senior and executive management positions within numerous California cities and public agencies, including the titles of Building Official, City Engineer, Public Works Director, Construction Manager, City Planner, and other management personnel. This depth of experience brings a high level of knowledge and sensitivity towards community and special interest group issues. We value the importance of a focus that represents the interests of our public agency clients and reflects positively on the citizens they serve.

We furnish both technical excellence and a thorough understanding of the regulatory process to assist our clients through the sometimes -daunting complexities associated with the delivery of projects, implementation of important public programs, and adoption of significant public policy.

LR'

INTERWEST
A SAFEbuilr COMPANY

LEGAL NAME
Interwest Consulting
Group, Inc.

BUSINESS STRUCTURE
Colorado Corporation

YEAR FOUNDED
2002

PROJECT OFFICE
(Management Location)
9320 Chesapeake Drive,
Suite 208
San Diego, CA 92123

INTERWEST SERVICES
Building Safety
Capital Projects
City Engineering
Construction Management
Development Services
Grant Writing & Administration
Land Development Design
Planning & Urban Design
Right of Way & Real Estate
Traffic Engineering
Transportation Planning
Transportation Programming
City of Placentia On -Call Planning Services: Current Planning & Development Review Support 13 112

OFFICE LOCATIONS

SOUTHERN CALIFORNIA
9320 Chesapeake Drive, Suite 208
San Diego, CA 92123
858.560.1468 Phone
1221 .S. San Jacinto Avenue
San Jacinto, CA 92583
951.654.3592 Phone

CENTRAL CALIFORNIA
1171 West Shaw Ave., Suite 102
Fresno, CA 93711
559.448.9839 Phone

NORTHERN CALIFORNIA
9300 W. Stockton Blvd., Suite 105
Elk Grove, CA 95758
916.683.3340 Phone
39355 California Street, Suite 200
Fremont, CA 94538
510.796.3003 Phone

ORGANIZATIONAL STRUCTUR'
The Riverside Company of Cleveland, Ohio fully owns SAFEbuilt, LLC, and its family of companies. SAFEbuilt, LLC is headquartered in Loveland, Colorado. Since 2014, SAFEbuilt has acquired 17 companies across the country, bringing our current footprint to 41 states plus the District of Columbia.

The SAFEbuilt Family of Brands
SAFEbuilt.

Calvin, Giordano b Associates, Inc.

IDAL-TECH
ty

INTERWEST
A SAFEbuilt COMPANY
City of Placentia I On -Call Planning Services' Current Planning & Development Review Support 14113

INTERWECT DIFFERENTIATORS
The Interwest Planning Team has expertise specific to the needs of cities such as Placentia. Our team is large enough to be able to offer additional resources on short notice when needed, yet small enough to offer personalized service to our clients.

G✓
The "Specialist -on -Demand"
Advantage
Unlike smaller firms, we provide access to
a bench of subject matter experts in CEQA,
Long -Range Planning, Urban Design, and
Housing. If a project suddenly requires a
specialist, we can pull that resource from the
Interwest network immediately.
"Plug -and -Play'
We can adopt the your specific processes
and templates overnight. We don't ask you
to learn our way of doing things; we adopt
your existing teams processes so seamlessly
that the public won't even know a consultant
is involved.
s4k
Defensible CEQA Mastery
Cities like Placentia can bevulnerableto legal
challenges on environmental documents.

We provide the appropriate level of legally
defensible CEQA/NEPA review for moving
your projectsforward.We don't just complete
CEQA forms; we provide a level of technical
rigor and peer -review to ensure the City is
protected from procedural lawsuits.

City of Placentia On -Call Planning Services: Current Planning & Development Review Support 15 114

PLANNING TEAM QUALIFICATIONS
We pride ourselves on our success in effective communication. We are committed to a "no surprises" approach built upon presenting ideas, asking questions, and identifying and addressing issues early in the process. We will propose options, seek direction, and implement solutions in close coordination with the City. We believe our planning team will provide superior resources to meet your immediate needs and long-term goals.Together, our multidisciplinary team offers the following unique qualifications to the City:

Ed
Zoning Expertise. We offer the knowledge, experience, and expertise to ensure that the City's project is a success.

Chantal Power, AICP, will serve as the Project Manager. Our team for this project has worked on over a dozen zoning code updates for cities and counties in California and nationally.

CEQA Experience. Richard Walker, will ensure compliance with the California Environmental Quality Act (CEQA). �j Richard has more than 21 years of CEQA experience and brings a thorough understanding of how to streamline the 41C, environmental process, focusing only on the items important to the community.

Broad Multidisciplinary Skills. Interwest is multi -disciplinary and brings a broad range of practice areas, including comprehensive plan review; preparation of comment letters and technical reports; client scoping and costing; transportation planning, zoning, and public facilitation. Our range of skills and experience enable us to prepare effective development regulations that work in the real world.

Current Housing Law. Interwest staff work diligently to stay current on California's housing laws. As any planner in California knows, housing is one of the most pressing issues in our state, and lawmakers in Sacramento have been very active in creating housing legislation for the past three years. Our team is here to help navigate the complex collection of recently enacted housing legislation in a manner that reflects local interests and values while complying with state law.

Advance Planning Meets Development. Interwest's staff have long served as extensions to municipal planning and community development departments. We have processed projects, implemented planning documents, and helped to design communities. This hands-on experience leads to practical solutions.

Innovative Public Participation. We lead public participation programs that are inclusive, informative, and validating for participants. We offer experience leading public processes for Zoning Code updates, which require a different approach from General Plan and other policy -level planning projects. We have experience using tools such as ESRI Story Maps, Mindmixer, and Open Town Hall to engage the public in an online and web -based setting.

P Unique Clients, Unique Solutions. Interwest's proposed team is recognized throughout California as industry leaders and champions for innovative and effective planning and design. We know each community is unique, and our team will prepare updates to the Zoning Ordinance/Map that are tailored to the City while meeting state law.

City of Placentia On -Call Planning Services: Current Planning & Development Review Support 16 115

AWARDS AND ACCOMPLISHMENTc
The quality of our work,the experience of our staff, and the breadth and depth of our understanding differentiate us from otherfirms; the level of recognition we have received across the municipal services sector is a true indicator. Awards from various renowned organizations in California have been bestowed on Interwest as a firm, as specific projects we have led, and many staff members.

In addition to Excellence and Achievement in Planning, in 2023, we received the Best Practices Award of Excellence from the APA California Central Section Awards Program for our Planning Services work for Stanislaus County. We present some additional highlighted awards and recognitions below.

Neighborhood Planning, Award of Merit, 2U -2t
San Dimas Downtown Specific Plan APA Los Angeles Section The APA Los Angeles Section honored Interwest with the the 'Award of Merit.' this was for our work on the San Dimas Downtown Specific Plan.This document will be used to guide the development of downtown San Dimas as when the new train station opens.

Fvrallanra and ilrhiavamant in Planninn anti Rao Prartiras award of Excellence, 2023 Stanislaus County, Urban Pockets Project 1 APA California Central Section Adding to the list, the APA Central Section 2023 also honored us with the 'Best Practices Award of Excellence.' This was for our outstanding work on the Stanislaus County Urban Pockets Project.This award reflects our unwavering dedication to adopting best practices and enhancing the Stanislaus County community's quality of life and environment.

Urban Design, Award of Merit, 2023
County of San Benito Zoning Code Update American Planning Association, NORCAL The APA Northern California Section Urban Design acknowledged our group with the 'Award of Merit.' This was for our work on the San Benito County Zoning Code Update, ADU Design Handbook and Construction Drawing Templates project — a testament to our team's commitment to strategic urban design and innovative zoning solutions. 1 aardarchin and caruira-Finarninn Planninn and nacinn Firm AlA►ard of Excellence, 2023 APA California Central Section and APA California Inland Empire Section Interwest received the 'Emerging Planning and Design Firm Award of Excellence' from the APA Inland Empire Section 2023 Leadership and Service.This award reaffirms our position as an emerging urban planning and design leader and is a testament to our mission of delivering exemplary services to our communities.

Best Park Award, 2022
Enchanted Hills Park, City of Perris l APWA, Southern California Chapter The Interwest Team has been working with the City of Perris, California on a new community park utilizing a $8.5M grant from California's Prop 68.The city broke ground on the Enchanted Hills Park in 2021 and celebrated its grand opening in August of 2022.

The park was selected as the APWA, Southern California Chapter's Best Park Award this year.

Winner ofthe
2022
Best Park
Award
"Interwest consulting group is a great partner
to the City of Perris. They were instrumental in
the vision, financing, and now construction of
the 22 -acre enchanted hills park. Their passion,
professionalism and commitment were
instrumental in Bringing the project to fruition."
Richard Belmudez, City Manager to the City of Perris
City of Placentia On -Call Planning Services: Current Panning & Development Review Support 17 116

ORGANIZATIONAL CHART

ACCOUNT MANAGER

PROJECT MANAGER
Chantal Power, AICP

PLANNING SERVICES TEAM
PPINrIPAL PLANNERS
Nick Pergakes, AICP I Long -Range Planning Lead
Erwin Ordonez,AICP, EDFP I Housing Principal Planner
Kurt Nagle, AICP,ASLAI Urban Design Principal Planner

SENIOR PLANNERS
Rick Hirsch,AICP
Ami Upadhyay
Kelly Murphy
Malinda Lim
Nishant Seoni
ACCArIATC DI ! IP" "
Deanna Evans, AICP, ENV SP
Liz Golden, AICP
Susanna Amaro -Gutierrez
Victor Estrada

ASSISTANT PLANNERS
Calvin Hara
Inmaa Hafeez
Joelle Miller
Milauni Patel
,.LUM rretrNrcNi iuiv
Richard Walker I CEQA Lead

LANDSCAPE PLAN REVIEW
Jonathan Jones I Landscape Plan Review Lead
Robert A. Garcia, RLA
Steven Sanhamel, RLA
City of Placentia On -Call Nanning Services: Current Planning & Development Review Support 18 117

PLANNING TEAM LEADERSHIP
CHANTAL POWER, AICP1 PLANNING PROJECT MANAGER
Years of Experience: 14 I Years with Interwest: 6
Chantal will serve as Project Manager, overseeing day-to-day operations and directly coordinating with the consultant team, City Staff, and key stakeholders to deliver successful projects. She is an AICP-certified planner with more than 14 years of experience in current and long-range planning. Chantal has worked in both the public and private sectors as a project manager and team manager, and has overseen and prepared general plan updates, municipal and zoning code updates, and specific plans for municipalities and agencies across California. Her recent work includes the City of Wheatland General Plan, Angels Camp All Hazards Municipal Code Update, City of Chico Subdivision Code Update, and City of Covina Zoning Code Update.

NICK PERGAKES, AICP .ONG-RANGE PLANNING LEAD
Years of Experience: 26 I Years with Interwest: 7
Nick is an AICP-certified planner with more than 20 years of experience in urban design, land use planning, and zoning/form-based codes. Nick has worked in both the public and private sectors as an urban planner, urban designer, project manager, and team manager. Nick has overseen and prepared award-winning master plans, specific plans, corridor studies, and zoning/form-based codes in cities across California and the U.S. Recent highlights of his work include OCCOG REAP 1.0 On -Call Technical Planning Assistance, Covina Comprehensive Zoning Code Update, Irwindale Zoning Code Update, and Corona Downtown Specific Plan Update.

EDWIN ORDONEZ, AICP, EDFP 1 HOUSING PRINCIPAL PLANNER
Years of Experience: 26 I Years with Interwest: 5
Erwin has over 26 years of work experience managing community development, housing and economic development programs and projects, and over 10 years of managing local housing agencies and supervision. He has worked in conjunction with elected officials, senior management, community groups, developers, nonprofits and colleagues in other agencies to build professional relationships and to identify goals and complete projects of community significance. Erwin understands housing opportunities at all socio-economic levels, while maintaining safe, livable communities with the necessary economic activity required to thrive.

KURT NAGLE, AICP, ASLA 'IRAN DESIGN PRINCIPAL PLANNEr
Years of Experience: 37 I Years with Interwest: 2
Kurt has over 35 years of experience in planning and urban design, having served as lead designer and project manager on assignments ranging from site-specific landscape design to area -wide planning studies. He has worked both domestically and internationally, particularly in Asia, where he participated in both new community and infill master planning projects.

City of Placentia On -Call Planning Services: Current Panning & Development Review Support 19 118

OPTIONAL SERVICES LEADERSHIP
JONATHAN JONES 1 1.ANDSCAPE PLAN REVIEW LEAD
Years of Experience: 411 Years with Interwest: 6
Jonathan has over 40 years of experience in landscape architecture where he has managed the design review process of landscape and irrigation plans for a variety of land development park projects. His experience includes managing and planning the design, development, and construction of many community parks.Jonathan has authored the Landscape Maintenance District Design Guidelines, On- site Commercial Development Landscape Design Guidelines, and Water Efficient Landscape Ordinance (WELO)forthe City of Corona in compliance with the state requirements and has successfully managed all aspects of public park design and development for the City.

RICHARD WALKER I EGA LEAD
Years of Experience: 241 Years with Interwest: 5
Richard is an experienced Land Use Planner with more than 24 years of experience and a demonstrated history of California land use and environmental project management. He is experienced in Current Planning, CEQA/NEPA compliance, site planning, and legal research. Richard's experience and background allow him to manage multiple projects in demanding environments and deliver them within the prescribed deadlines.

City of Placentia On -Call Planning Services: Current Panning & Development Review Support 20 119

PLANNING TEAM EXPERIENCE
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PLANNING
Entitlements
Re -zoning
Tentative Maps
Hillside Development
SB 35/SB330/Density Bonus Projects
General/Specific Plan Amendments
Zoning/Subdivision Code Updates
✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
✓ ✓ ✓ ✓ ✓ ✓ ✓
✓ ✓ ✓ ✓ ✓ ✓
✓ ✓ ✓ ✓ ✓ ✓ ✓
✓ ✓ ✓ ✓ ✓ ✓ ✓
CEQA
Basic Knowledge of CEQA
Advanced Knowledge of CEQA
✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
✓ ✓ ✓
✓ ✓ ✓ ✓

URBAN DESIGN PRINCIPLES
Basic
Advanced
✓ ✓ ✓ ✓
✓ ✓
✓ ✓ ✓
✓ ✓ ✓

HOUSING
Affordable Housing Programs
Affordable Housing Programs/Site Selection
Housing Elements/Implementation
✓ ✓ ✓
✓ ✓ ✓ ✓ ✓ ✓
✓ ✓

HISTORIC PRESERVATION
General Historic Preservation
✓ ✓ ✓

TELECOMMUNICATIONS
General
Advanced
✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
✓ ✓

GENERAL PLANNING SKILLS
Brown Act
Planning Law
Public Notice Requirements
Public Presentation/Speaking
Staff Report/COAs/Ordinance/Resolution Prep.
✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
City of Placentia On -Call Planning Services: Current Panning & Development Review Support 21 120

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CLIENT
City of Signal Hill
2175 Cherry Ave
Signal Hill, CA 90755

REFERENCE
Carlos Luis
Planning Manager
562.989.7275
[email protected].

PROJECT DATES
2023 - Present

SERVICES PROVIDED
On -Call Planning

ON-CALL PLANNING
Signal Hill, CA
Interwest currently provides on-call planning services to the City of Signal Hill under the direction of the Community Development Director. Since beginning this assignment in October 2023, our staff has assisted with a variety of planning services centered around current planning and front counter assistance. Interwest provided an Assistant Planner to assist with these planning efforts.

City of Placentia On -Call Planning Services: Current Panning & Development Review Support 23 122

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CLIENT
City of Irwindale
5050 N. Irwindale Avenue
Irwindale, CA 91706

REFERENCE
Marilyn Simpson, AICP
Community Development
Director
626.430.2209
[email protected]

PROJECT DATES
2020 - Present

SERVICES PROVIDED
Zoning Code
Design Guidelines

ZONING CODE, SUBDIVISION REGULATIONS AND

DESIGN GUIDELINES
Irwindale, CA
The City of Irwindale adopted its first Zoning Code in 1966 and has only been amended incrementally over the past 50 years. Previously, the City had relied on the County's zoning that existed prior to incorporation. Numerous amendments happened over time, which have led to inconsistencies and complicated the Code's organization. The Code is being updated to not only incorporate current best practices, industry standards, and legal mandates, but also to comply with the City's General Plan and be internally consistent and user-friendly. Interwest is also assisting the City with preparing objective design standards, as well as updating its subdivision regulations, ADU ordinance, and commercial and industrial design guidelines.

Interwest is updating the City's design guidelines to implement Irwindale's design objectives for commercial and industrial development. The guidelines will convey to the reader Irwindale's expectations for high quality development that helps realize the vision for the City of Irwindale and strengthens the character of the community. The new design guidelines will also address the public realm including streetscapes and amenities to contribute to enhancing the character and identity of the City, including signage, lighting, landscaping, parking, streetscapes, and open space/public areas. Photo images, diagrams, and illustrative drawings will be incorporated throughout the document to explain desired architectural elements and features. Nick Pergakes, AICP serves as the project manager for this project.

City of Placentia On -Call Planning Services: Current Panning & Development Review Support 24 123

CLIENT
City of San Dimas
245 E Bonita Ave
San Dimas, CA 91773

REFERENCE
Luis Torrico
Director of Community
Development
909.394.6207
[email protected]

PROJECT DATES
Sept 2021 - Oct 2024

SERVICES PROVIDED
New Specific Plan

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0 SAN DIMAS DOWNTOWN SPECIFIC PLAN
San Dimas, CA
Interwest assisted the City of San Dimas with the preparation of its first Downtown Specific Plan. The Specific Plan established a planning and zoning framework that encouraged innovative, transit -oriented development in the downtown area while preserving the historic character of the district. It included an extensive community outreach process, including meetings with a community advisory committee, five public workshops, and an interactive project website that solicited public input.

During the planning process, new housing, retail, employment, and hospitality uses in the downtown area were proposed in conjunction with a new Metro light-rail line and transit station that opened in 2025. Several opportunity sites within walking distance of the transit station provided significant potential for infill development and adaptive reuse of existing underutilized properties in the downtown area.

Creating a strong community identity and sense of place—supported by design guidelines for buildings and the public realm—were key outcomes of the process.

The Plan was formally adopted in October 2024.

City of Placentia On -Call Planning Services: Current Panning & Development Review Support 25 124

CLIENT
City of Corona
400 S. Vicentia Ave.

Corona, CA 92882

REFERENCE
Joanne Coletta
Community Development
Director
951.736.2434
[email protected]

PROJECT DATES
Jan 2024 -Jan 2025

SERVICES PROVIDED
Specific Plan Update
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CORONA DOWNTOWN REVITALIZATION SPECIFIC

PLAN UPDATE
Corona, CA
Interwest assisted the City of Corona in updating its Downtown Revitalization Specific Plan (DRSP), which was the first comprehensive update of the plan in twenty-five years.

The new Specific Plan aligns seamlessly with the City of Corona's recently adopted General Plan and 6th Cycle Housing Element. It also provides guidance on how new downtown development can complement the broader vision of the City's future growth and development.

The DRSP encompasses 620 acres dedicated to the redevelopment of the downtown area, positioning it as the heart of the community. The overall goal for the update to the DRSP was to harmonize and establish contemporary development and design standards.

The design standards aim to encourage downtown -style buildings and businesses, provide the framework for a walkable community, create high-quality public spaces that complement existing historic and significant structures, and bolster economic activities of the Downtown environment.

City of Placentia On -Call Planning Services: Current Panning & Development Review Support 26 125

CLIENT
City of Malibu
Address
City, ST Zip

REFERENCE
Patricia Salazar
Deputy Community
Development Director
310.456.2489 ext. 245
[email protected].

PROJECT DATES
2025 - Present

SERVICES PROVIDED
On -Call Planning
CEQA
Fire Recovery Assistance
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ON-CALL PLANNING, CEQA, & FIRE RECOVERY

ASSISTANCE
Malibu, CA
Interwest is providing the City of Malibu with On -Call Planning, CEQA, and Fire Recovery Assistance. We are assisting the City with fire recovery by processing all manner of city planning entitlements, coordinating applications with residents or their representatives, and coordinating with the California Coastal Commission. This work is ongoing.

City of Placentia On -Call Planning Services: Current Panning & Development Review Support 27 126

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INTERWEST

CHANTAL POWER, AICP
Principal Planner
14 YEARS OF EXPERIENCE

EDUCATION
BS, Social Science, Concentration in
Geography, Political Science and Economics
California State University, San Bernardino, CA
AA, Social Science
Crafton Hills College, Yucaipa, CA
CEQA, Practice Certificate
University of California, San Diego, CA
Online Extension Certifications

LICENSES & CERTIFICATIONS
American Institute of Certified Planners
Certification #32140

WORK HISTORY
• Principal Planner
Interwest Consulting Group, a SAFEbuilt
Company
2024 - Present
• Senior Planner
Interwest Consulting Group
2019 - 2024
• Associate Planner
City of San Bernardino
2016-2019
• Assistant Planner
City of San Bernardino
2015-2016
• Planning Technician
City of San Bernardino
2013 - 2015
• Planning Intern
City of San Bernardino
2012-2013

PROJECT EXPERIENCE
• Principal Planner
Mendocino County Zoning Code
County of Mendocino, CA, 2023
An update to the Mendocino County Zoning
Code was needed to address compliance
with state law, a streamlined development
process, implementation of the County's
2035 General Plan, new graphics to create
a better understanding of the code, and
overall continuity with existing regulations.

Chantal was a co-author of the updated
Code.
6 YEARS WITH THE FIRM
1 ■ Principal Planner
Chico Subdivision Code
Chico, CA, 2023
Update of the City of Chico Subdivision
Code to reflect current regulations contained
in the Subdivision Map Act, S89, SB35 and
SB330. Additionally, refinements were
need to streamline the review process for
land use proposals to create certainty about
future options for utilizing properties, and
to simplify use and understanding by the
public, decision -makers, and development
professionals. Chantal was a coauthor of the
updated Code.
■ Principal Planner
Angels Camp All Hazards Municipal Code
Update
Angels Camp, CA, 2023
Update to the existing Angels Camp
Municipal Code to address already -
identified City hazards including wildfire,
flooding, erosion and grading, and
stormwater runoff, by preparing applicable
implementation guidelines, standards,
and best management practices. Angels
Camp is a Local Responsibility Area (LRA).
surrounded by wild -lands under County
jurisdiction and federal ownership on
lands generally classified as High Fire
Hazard Severity Zones with sections of Very
High Fire Hazard Severity Zones within
the State ResponsibilityAreas and Federal
ResponsibilityAreas. Chantal was the project
lead for this Municipal Code Update.
• Senior Planner
San Benito County Zoning Code
San Benito, CA, 2023
This revision of the County of San Benito
Zoning Code represents a top -to -bottom
rewrite and rethinking of the Zoning Code.

Interwest's work has included a complete
reorganization of the Code, the rewriting
of most of the existing document, and the
creation of dozens of new illustrations to
explain the concepts and regulations in
the Code. Chantal was a co-author of the
updated Code.
• Senior Planner
Pomona Hazard Mitigation Plan Update
Pomona, CA, 2023
The update of the Pomona Local Hazard
Mitigation Plan ensured Pomona remained
eligible for project grants under FEMA's
mitigation assistance programs, including
the Hazard Mitigation Grant Program,
Pre -Disaster Mitigation and Flood Mitigation
Assistance grant programs. Chantal lead
the effort and was co-author of the LHMP
update.
• Senior Planner
Palmdale Hazard Mitigation Plan Update
Palmdale, CA, 2022
This regular five-year update to the Palmdale
Local Hazard Mitigation Plan required by the
Disaster Mitigation Act 2000 was completed
for the City and synchronized with the
2019 County of LosAngelesAll-Hazards
Mitigation Plan. It was designed to be easily
operationalized so that community risks are
mitigated, and vulnerabilities are reduced.

Chantal was the Planning Lead and co-
author of this LHMP update.
• Senior Planner
Santa Clarita Hazard Mitigation Plan Update
Santa Clarita, CA, 2021
An update to the Santa Clarita Local Hazard
Mitigation Plan was initiated by the City in
2015 but was not adopted. Santa Clarita
contracted Interwest to complete this
process. A complete re -organization and
re -write of the LHMP was undertaken to
address FEMA comments and ensure that
all information in the document was current
and relevant. Pandemic/Infectious Disease
was added to the LHMP to address the
COVID-19 pandemic, and the potential for
other infectious disease outbreaks. Chantal
was the planning lead and co-author of the
LHMP update.
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INTERWEST
NICHOLAS "NICK" PERGAKES, AICP
Assistant Planning Director & Principal Planner
26 YEARS OF EXPERIENCE

EDUCATION
MS, Urban Planning
University of Washington
BS, City and Regional Planning
California Polytechnic State University,
San Luis Obispo

LICENSES & CERTIFICATIONS
American Institute of Certified Planners
Certification #18792
University of Washington
Certificate of Urban Design -

WORK HISTORY
• Assistant Planning Director and Principal
Planner
Interwest Consulting Group, a SAFEbuilt
Company
2019 - Present
• Senior Associate
PlaceWorks
2015-2019
• Adjunct Professor - Department of Public
Administration and Urban Planning
College of Charleston
2014-2015
• Senior Planner/Project Manager
Berkeley -Charleston -Dorchester Council of
Governments
2012-2015
• Assistant Planning Director
Robert and Company
2007 - 2011
• Project Development Planner
Charlotte Area Transit System
2004 - 2007
• Urban Designer
Land Design
2003 - 2004
• Urban Designer
RRM Design Group
2002 - 2003
• Project Planner/Designer
The Planning Center
1997- 2000
7 YEARS WITH THE FIRM

PROJECT EXPERIENCE
• Project Manager
Future Land Use and Rezoning Analysis
Lubbock, TX
2024 - 2025
• Project Manager
Rio Vista General Plan Update
Rio Vista, CA
2021 - Present
• Project Manager
Pasadena General Plan Implementation
Program
Pasadena, CA
2017 - 2019
• Project Manager
Palm Desert University Neighborhood
Specific Plan
Palm Desert, CA
2024 - Present
• Project Manager
Corona Downtown Revitalization Specific
Plan
Corona, CA
2024 - 2025
• Project Manager
Medium Density Residential Site Planning
and Design Concepts
Rio Vista, CA
2023 - 2024
• Project Manager
Housing Implementation Zoning Code
Amendments
Laguna Beach, CA
2022 - 2023
• Project Manager
City of San Dimas Downtown Specific Plan
San Dimas, CA
2021 - 2024
• Deputy Project Manager
Zoning Code Update
Mendocino County, CA
2021 - 2024
• Deputy Project Manager
Zoning Code Update and Objective Design
Standards
San Benito County, CA
2021 - 2023
• Project Manager/Urban Designer
Multi -Family Zoning Code Update and
Objective Design Standards
Covina, CA
2021-2022
• Project Manager
Zoning Code, Subdivision Regulations, and
Design Guidelines
Irwindale, CA
2020 - 2025
• Project Manager
Zoning Code Update & Objective Design
Standards
Rancho Cordova, CA
2020 - 2021
• Project Manager
Temple City Zoning Code Update
Temple City, CA
2018 - 2019
• Project Manager
Lincoln Avenue Specific Plan Update
Pasadena, CA
2017 - 2019
• Project Manager
Connect Southwest LA: ATOD Specific Plan
for West Athens -Westmont
Los Angeles County, CA
2016-2019
• Project Manager
Palmdale to Burbank Station Area Planning,
California High -Speed Rail
Southern California
2015 - 2019
• Project Manager
City of Hope Campus Specific Plan
Duarte, CA
2015 - 2018

MEMBERSHIPS & AFFILIATIONS
Member
American Institute of Certified Planners
American Planning Association
Congress for the New Urbanism

AWARDS & RECOGNITION
Certificate of Achievement in Urban Design
University of Washington
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ERWIN ORDONEZ, AICP, EDFP
Principal Planner
26 YEARS OF EXPERIENCE

EDUCATION
BS, Urban Studies & Planning
University of California, San Diego

LICENSES & CERTIFICATIONS
American Institute of Certified Planners
Certified Planner
National Development Council
Economic Development Finance Professional

WORK HISTORY
• Principal Planner
Interwest Consulting Group, a SAFEbuilt Company
2021 - Present
• Senior Business Development Manager
MidPen Housing
Foster City, CA
2017-2018
• Community Development Director
City of Saratoga, CA
2015-2017
• Senior Planner/Acting Advance Planning Manager
Town of Los Gatos, CA
2012-2015
• Senior Project Manager/Housing Manager
City of Morgan Hill, CA
2008 - 2012
• Senior Housing Planner
City of Santa Clara, CA
2002 - 2008
• Associate Planner
City of Sunnyvale, CA
2000 - 2002

PROJECT EXPERIENCE
5 YEARS WITH THE FIRM '
• Principal Planner
Interwest Contract with the City of Palmdale, CA
The City of Palmdale required assistance with processing a long -stalled complex proposed 330 -acre housing development located. Specific tasks include acting as the City's project planner, modifying an existing specific plan, managing consultants for the Environmental Impact Report, coordinating all project entitlements, answering questions from the public, and presenting the project to the Planning Commission and City Council.
■ Principal Planner
Interwest Contract with the City of Rio Vista, CA
Interwest currently provides both long-range planning support via management of the City's ongoing 2045 General Plan Updates process, as well as current planning support processing several development projects varying from large to small, including over-the-counter design review, mixed-use commercial and industrial developments and a 322 -acre Planned Unit Development consisting of 1,100 housing units, a 60 -unit multi -family block, a community park, elementary school and a 10 -acre mixed-use and commercial area.
• Principal Planner
Interwest Contract with the City of Palmdale, CA
This regular five-year update to the Palmdale Local Hazard Mitigation Plan required by the Disaster Mitigation Act 2000 was completed for the City and synchronized with the 2019 County of Los Angeles All - Hazards Mitigation Plan. It was designed to be easily operationalized so that community risks are mitigated and vulnerabilities are reduced. • Principal Planner
Interwest Contract with the City of Vallejo, CA
The City of Vallejo experienced a sudden increase in the number of planning entitlements and contracted with Interwest to assist with processing these projects. Erwin processed a number of more complex and controversial planning projects. He acted as the project planner, managing the entitlements, environmental reviews, and all other aspects of the projects.
130

37 YEARS OF EXPERIENCE

EDUCATION
MLA, Landscape Architecture
University of Virginia
MCP, City Planning
University of California, Berkeley
BA, Geography/Urban Studies
University of California, Los Angeles

LICENSES & CERTIFICATIONS
American Institute of Certified Planners
Certification #9593

WORK HISTORY
• Principal Planner
Interwest Consulting Group, a SAFEbuilt Company
2024 - Present
• Associate Vice President
Callison RTKL (formerly RTKL Associates)
2006 - 2023
• Associate
RTKL Associates, Inc.
2004 - 2006
• Designer
RTKL Associates, Inc.
1999 - 2004
• Part -Time Intern/Staff Designer
Gregg Bleam Landscape Architects
1995 -1998
• Assistant Planner/Associate Planner
City of Baldwin Park, CA
1989 -1995

PROJECT EXPERIENCE
• Principal Planner
Corona Downtown Revitalization Specific Plan
Corona, CA
2024 - 2025
• Principal Planner
Palm Desert University Neighborhood Specific Plan
Palm Desert, CA
2024 - Present
• Principal Planner
City of San Dimas Downtown Specific Plan
San Dimas, CA
2021 - 2024
2 YEARS WITH THE FIRM
■ Principal Planner, Notable Public Sector Projects, Callison RTKL (formerly RTKL Associates)
Various Project Locations
2017 - 2023
• Phoenix Downtown Redevelopment Plan (Sub for land use planning to Plan -et.)
Phoenix, AZ, 2023
• Prescott North Area Land Use Plan (Sub for land use planning to Plan -et.)
Prescott, AZ, 2022
• Prescott Creek Corridor Master Plan (Sub for land use planning to Plan -et.)
Prescott, AZ, 2022
• Phoenix Sky Harbor Land Reuse Strategy
Phoenix, AZ, 2020
• Peachtree Corners Innovation Hub Master Plan
Peachtree Corners, GA, 2018
• Santa Clara Lawrence Station Area Plan
Santa Clara, CA, 2017
■ Principal Planner, Notable Private Sector Projects, RTKL Associates Various Project Locations
2001-2016
• CityPlace Master Community Plan (entitlement document for 8 million SF+/- mixed use development on 230 AC +/-)
Santa Clara, CA, 2016
• Otay Ranch Eastern Urban Center Sectional Planning Area (SPA) Plan (development standards & design guidelines for entitlement document for 225 AC +/- mixed-use development) Chula Vista, CA, 2009
• Tustin Legacy Community Core Public Landscape (schematic landscape design for 100 AC +/- mixed-use development)
Tustin, CA, 2008
• Riverpark Specific Plan (commercial district development standards & design guidelines for entitlement document for 700 AC +/- new community)
Oxnard, CA, 2001
• Los Angeles Sports & Entertainment District Specific Plan (urban design standards & signage regulations for entitlement document for 4 million SF + on 30 AC +/-)
Los Angeles, CA, 2001

MEMBERSHIPS &AFFILIATIONS
Member
American Planning Association
American Planning Association, Urban Design & Preservation Division American Institute of Certified Planner (AICP)
American Society of Landscape Architects (ASLA)
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INTERWEST

RICHARD HIRSCH, AICP
Senior Planner
27 YEARS OF EXPERIENCE
4 YEARS WITH THE FIRM

EDUCATION
MS, City Planning
University of Wisconsin, Madison
MS, Urban Geography
University of Wisconsin, Madison
BA, Urban Studies
University of California, Berkeley

LICENSES & CERTIFICATIONS
American Institute of Certified Planners
Certified Planner

WORK HISTORY
• Senior Planner
Interwest Consulting Group, a SAFEbuilt Company
2022 - Present
• Telecommunications Permitting Consultant
T -Mobile West, ExteNet Systems, AT&T Mobility, Verizon, Sprint, DISH Wireless, GulfSouth Towers, LLC
2008 - 2022
• Associate Planner
City of Millbrae, CA
2007 - 2008
• Senior Planner
Pacific Municipal Consultants
2001 - 2007
• Planner
Duncan Associates
2000 - 2001
• Planner
Pacific Municipal Consultants
1999 - 2000

PROJECT EXPERIENCE
• Senior Planner
On -Call Planning &CEQA Services
Town of Apple Valley, CA
Interwest currently provides on-call planning services to the Town of Apple Valley. lnterwest provides third -party review CEQA services for several one million square foot plus industrial/warehousing projects as part of these services. Our staff is currently processing CEQA reviews for additional entitlements as well.
■ Senior Planner
Interwest Contract with the City of Rio Vista, CA
Interwest currently provides both long-range planning support via management of the City's ongoing 2045 General Plan Updates process, as well as current planning support processing several development projects varying from large to small, including over-the-counter design review, mixed-use commercial and industrial developments and a 322 -acre Planned Unit Development consisting of 1,100 housing units, a 60 -unit multi -family block, a community park, elementary school and a 10 -acre mixed-use and commercial area. Other long-range planning projects include updating the City's Waterfront Specific Plan. Work is provided on an as -needed basis.

MEMBERSHIPS &AFFILIATIONS
Member
American Planning Association
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INTERWEST

AMI U PAD HYAY
Senior Planner
20 YEARS OF EXPERIENCE

EDUCATION
MS, Urban Planning
San Jose State University
BS, Architecture
University of Central Lancashire
Preston, England
Architecture Diploma
Government Polytechnic
Ahmedabad, India

WORK HISTORY
■ Senior Planner
Interwest Consulting Group, a SAFEbuilt Company
2022 - Present
■ Associate Planner
Michael Baker International
2017-2021
■ GIS Fellow II
San Mateo County
Redwood City, CA
2016
■ GIS Intern
City of Saratoga, Public Works
Saratoga, CA
2016
■ Planning Intern
City of Saratoga, Planning Division
Saratoga, CA
2016
■ Architect
Euro Build
2010 -2012
■ Architect
KU -KE Associates
2007 - 2010
■ Trainee Architect
Sachin Gandhi Associates
2006
4 YEARS WITH THE FIRM

PROJECT EXPERIENCE
■ Senior Planner
Interwest Contract with the City of Oakland, CA
2022 - Ongoing
Interwest provides on-call planning and CEQA services to the City of Oakland Planning Bureau. Over the past two years, Interwest has supported 128 projects, ranging from hillside single-family homes to S8330 developments and 20+ story mixed-use buildings in the Central Business District. Services include managing CEQA consultants and producing in-house CEQA documentation as needed.
■ Senior Planner
Interwest Contract with the City of Rio Vista, CA
2023 - Ongoing
Interwest leads the 2045 General/Plan Update for Rio Vista, the first major revision since 2001. The update addresses land use trends, state laws, and simplifies policies for clarity and implementation. Shaped by community input through workshops, online tools, and 20 Working Group meetings, it aligns with Housing and Safety Element updates managed by Interwest.
■ Senior Planner
SAFEbuilt Contract with the City of Lubbock,TX
2024 - 2025
Citywide rezoning map update, utilizing GIS to identify parcels within the City that need to be rezoned to conform with the approved Comprehensive Plan.
■ Senior Planner
Interwest Contract with the City of Orinda, CA
2022 - 2024
A client since 2021, Interwest provides on-call planning assistance on a project -by -project basis for the City of Orinda. Assigned projects include design reviews, hillside grading permits, exceptions, tree removal permits, and tracking.
■ Senior Planner
Interwest Contract with the City of San Jose, CA
2022 - 2024
As -needed development review and long-term planning services.

Current planning involves reviewing development projects, such as residential and commercial additions, site changes, new subdivisions, and commercial centers, for compliance with the City Code and other regulations. Long-range planning projects include utilizing GIS to implement the Citywide Rezoning Initiative to bring the City into compliance with 581333.

MEMBERSHIPS &AFFILIATIONS
Member
American Planning Association
133

11 YEARS OF EXPERIENCE

EDUCATION
BA, Geography & Planning
California State University, Chico

WORK HISTORY
3 YEARS WITH THE FIRM
• Senior Planner
Interwest Consulting Group, a SAFEbuilt Company
2023 - Present
• Planner III - Senior Environmental/Land Use Planner
Michael Baker International
2015 - 2023

PROJECT EXPERIENCE
• Senior Planner
On -Call Planning Services
City of Chico, CA
2023 - Ongoing
Interwest provides professional long-range and current planning support services to the City's Community Development Department. This includes preparing General Plan and Municipal Code amendments in response to new State legislation and Council -directed priorities. Additionally, Interwest manages the review of development application submittals, permit processing, and environmental analysis to ensure compliance with CEQA. • Projects with Michael Baker International (Previous Employer) Provided environmental and land use planning services through contract planning for various cities and counties in California. Managed current development projects from application to final approval, ensuring compliance with local regulations. Prepared General Plan updates, municipal code amendments, and environmental review documents. Responsibilities included processing development projects, supporting long-range planning efforts, managing commercial cannabis permitting and ordinance development, implementing Pre -Approved ADU programs, drafting SB 9 ordinances, and overseeing disaster recovery ordinances. Additional work included processing commercial cannabis applications, conducting community outreach, developing cannabis regulations, and assisting with other planning projects for jurisdictions such as Stanislaus County, Humboldt County, Town of Mendocino, City of Orland, City of Biggs, and City of Red Bluff.

MEMBERSHIPS &AFFILIATIONS
Volunteer
California Conservation Corp - Invasive Species Removal 134

EDUCATION
11 YEARS OF EXPERIENCE
BS, Environmental Science
University of California, Riverside

WORK HISTORY
• Associate Planner
Interwest Consulting Group, Inc., a
SAFEbuilt Company
2020 - Present
• Associate Planner
City of South Pasadena, CA
2019 - 2020
• Associate Planner
Michael Baker International
2015 - 2019

PROJECT EXPERIENCE
• Senior Planner
Interwest Contract with the City of Oxnard
2024 - Ongoing
Interwest is providing on-call planning
services for the City of Oxnard. Interwest
reviews requested planning entitlements for
verify conformance with the City's General
Plan, Coastal Land -Use Plan, Zoning Code,
Subdivision Code, and CEQA requirements.
• Senior Planner
Interwest Contract with the City of Rio Vista
2023 - Ongoing
Interwest Provides on-call planning services
and leads the 2045 General Plan Update for
Rio Vista, the first major revision since 2001.

The update addresses land use trends, state
laws, and simplifies policies for clarity and
implementation. Shaped by community
input through workshops, online tools,
and 20 Working Group meetings, it aligns
with Housing and Safety Element updates
managed by Interwest.
• Senior Planner
Planning & CEQA Services for the City of
Oakland, CA
2022 - Ongoing
Interwest provides on-call planning services
for the City of Oakland's Operations, Zoning,
and Development Planning Divisions,
including California Environmental Quality
6 YEARS WITH THE FIRM
Act (CEQA) reviews. Their work spans projects
ranging from single-family hillside homes
to 20 -story mixed-use developments in
downtown Oakland. Interwest manages
CEQA consultants and sub -consultants
for large-scale land use projects requiring
Environmental Impact Reports (EIRs) and
Mitigated Negative Declarations (MNDs)
while also completing CEQA reviews for
additional entitlement applications.
■ Associate Planner
Planning &Zoning Services for the City of
Vallejo, CA
2023 - 2024
Since 2023, Interwest has provided land
development project management services
for the City of Vallejo, assisting with four
major projects. These include the Elite
Charter School, a 400 -student private high
school requiring CEQA documentation
and studies; Lincoln Square, a 98 -unit
live -work and commercial development
currently undergoing a Mitigated Negative
Declaration (MND) review; La Quinta Hotel,
a 96 -room project utilizing CEQA Tiering
authority to assess additional impacts;
and Solano Ranch, a 32.5 -acre mixed-use
development with 264 rental units and
an Environmental Impact Report (EIR).

Interwest also supports the 201 Rollingwood
SB330 Small Lot Development, a 17.75 -acre
project requiring an MND.
• Associate Planner
On -Call Planning Services for the City of San
Fernando, CA
2022 - Ongoing
Since 2022, Interwest has provided
on-call planning services for the City
of San Fernando, assisting with tasks
such as processing land use entitlement
applications, conducting design reviews,
and coordinating interdepartmental
reviews. Interwest has prepared CEQA
compliance documents, facilitated studies
funded by SB 2 and LEAP grants, and
managed General Plan and Zoning Code
amendments. The team has attended
meetings with City officials, prepared
planning reviews for permits and tract
maps, conducted inspections to ensure
compliance with conditions of approval, and
updated regulations like Accessory Dwelling
Unit standards. Notable projects include
renovations to the Target Center, multi-
family re -zonings, and the installation of
Tesla Superchargers. Interwest's work reflects
local policies and standards while meeting
deadlines efficiently.

MEMBERSHIPS &AFFILIATIONS
Member
American Planning Association
135

14 YEARS OF EXPERIENCE

EDUCATION
BS, Environmental Policy Analysis and Planning
University of California, Davis

WORK HISTORY
4 YEARS WITH THE FIRM
■ Associate Planner
Interwest Consulting Group, Inc. (Interwest) a SAFEbuilt Company 2022 - Present
■ Assistant Planner
Sacramento County
Sacramento, CA
2015-2021
■ Environmental Analyst
Analytical Environmental Services
2015
■ Research Aid
UC Davis Policy Institute
2013 - 2014
■ Congressional Intern
Office of Representative Jerry McNerney
2012

PROJECT EXPERIENCE
■ Associate Planner
On -Call Planning Services for the City of Campbell, CA 2022 - Ongoing
Interwest provides on-call planning services for the City, handling development application reviews, permit coordination.
■ Associate Planner
On -Call Planning Contract with the City of Orinda, CA
2022
From 2021- 2023, Interwest provided on-call planning services to the City of Orinda, handling CEQA reviews, design reviews, hillside grading permits, exceptions, tree removal permits, and tracking.

Responsibilities include managing projects from consultation to final inspections.
■ Associate Planner
Environmental Planning Services with the City of Del Mar, CA 2023 - Ongoing
Interwest is assisting the City with CEQA compliance, including completing an Initial Study/Environmental Checklist for updates to the Short -Term Rental Ordinance.
■ Associate Planner
On -Call Planning Services for Subregional Partnership Program for the Orange County Council of Governments
Irvine, CA
2022 - Ongoing
Interwest Consulting Group provides on-call planning services to the Orange County Council of Governments, assisting member agencies with tasks such asADU permit reviews, zoning code updates, and housing policy research.
136

i_.
alo

EDUCATION
21 YEARS OF EXPERIENCE
MA, Urban and Regional Planning
California State Polytechnic University
Pomona, CA
BA, Environmental Analysis and Design
University of California, Irvine, CA

LICENSES & CERTIFICATIONS
American Institute of Certified Planners
Certified Planner(AICP)
Institute for Sustainable Infrastructure
Envision Sustainability Professional (ENV SP)

WORK HISTORY
• Associate Planner
Interwest Consulting Group, a SAFEbuilt Company
2022 - Present
• Environmental Associate
MIG
2018-2019
• Project Manager
EW Consulting
2017-2018
• Environmental Manager & Senior Planner
Jones & Stokes
1999 - 2005
• Planning Specialist
Los Angeles Unified School District
1988 -1999

PROJECT EXPERIENCE
4 YEARS WITH THE FIRM
• Associate Planner
lnterwest Contract with the Orange County Council of Governments Irvine, CA
2022 - Ongoing
Interwest provides on-call planning services to the Orange County Council of Governments, supporting member agencies with tasks such as ADU permit reviews, zoning code updates, and housing policy research.

PROJECT EXPERIENCE PRIOR TO INTERWEST
■ Planning Specialist
Los Angeles Unified School District CEQA Compliance
Managed CEQA compliance for the Los Angeles Unified School District, overseeing environmental reviews for construction and renovation across 500+ schools. Evaluated environmental documents, CEQA legislation, and rulings, presented testimony on external projects affecting district facilities, determined required documentation, managed mitigated negative declarations and EIRs, conducted public meetings, and provided updates to the Board of Education. • Planner
Metropolitan Water District of Southern California's CEQA Guidelines and Manual
Led the development of the Metropolitan Water District of Southern California's new CEQA guidelines and manual. Created formal guidelines for adoption and an electronic manual with policies, procedures, and interactive forms. Also assisted in training legal and environmental staff on the new materials.
• Planner
City of Glendale, CA
Managed the Revised Draft EIR for a 572 -unit hillside subdivision in Glendale's Verdugo Hills, addressing slope stability, traffic, air quality, noise, visual impact, water resources, land use, schools, and biological resources. The court -mandated EIR analyzed seven project alternatives and received over200 comments, with 3,000 responses prepared in three months. Oversaw subcontractors to deliver the 5,000 -page final EIR on time and within budget.
• Project Manager/Owner's Representative
Metro-MTA's Sustainability Planning
Served as Project Manager for Metro-MTA's sustainability planning on design -build projects, reviewing CalGreen standards and local requirements, assisting with sustainability reporting, and coordinating contractor meetings on design and construction.

MEMBERSHIPS &AFFILIATIONS
Member
American Planning Association
Member
American Institute of Certified Planners
Member
Association of Environmental Planners
137

11 EDUCATION
11 YEARS OF EXPERIENCE
MS, City & Regional Planning
Cal Poly, San Luis Obispo, CA
BS, Urban Planning & Studies
California State University, Northridge

LICENSES & CERTIFICATIONS
American Institute of Certified Planners
Certified Planner#35915

WORK HISTORY
• Assistant Planner
Interwest Consulting Group, a SAFEbuilt
Company
2021 - Present
• Long Range Planning Intern
San Luis Obispo County
San Luis Obispo, CA
2019 - 2020
• Professional Project, Intern
City of San Miguel, CA
2019 - 2020
The project aimed to develop guidelines
for including disadvantaged communities
(DACs) in the County's Water Conservation
Programs. San Miguel, identified as a DAC
under 581000 by County staff, was the
focus. The County Staff and Water Programs
Supervisor oversaw the project.
• General Plan Update, Intern
McFarland County, CA
2019 - 2020
As part of Cal Poly's Master's program,
helped update McFarland's General Plan,
enabling grant applications and community
organization. She coordinated public
meetings and contributed to Safety and
Public Facilities updates.
• Design and Survey Intern
Jensen
Ventura County, CA
2016
• Transportation Research Assistant
Northridge - Student Research
2015
5 YEARS WITH THE FIRM

PROJECT EXPERIENCE
• Associate Planner
All Hazard Planning Code Update Project
Interwest Contract with the City of Angels
Camp, CA
Municipal Code was updated to address
identified city hazards, including
wildfire, flooding, erosion, grading, and
stormwater runoff This involved developing
implementation guidelines, standards,
and best management practices. As a Local
ResponsibilityArea (LRA), Angels Camp
is surrounded by wilderness in High and
Very High Fire Hazard Severity Zones under
county and federal jurisdiction.
• Associate Planner
Zoning Code Update
Interwest Contract with San Benito County, CA
The County of San Benito Zoning Code
underwenta complete overhaul, including
reorganization, extensive rewriting, and the
addition of numerous illustrations to clarify
concepts and regulations. Interwest led this
comprehensive update.
• Associate Planner
Interwest Contract with the City of Rio Vista, CA
Interwest currently provides both long-range
planning support via management of the
City's ongoing 2045 General Plan Updates
process, as well as current planning support
processing several development projects
varying from large to small, including
over-the-counter design review, mixed-use
commercial and industrial developments
and a 322 -acre Planned Unit Development
consisting of 1,100 housing units, a 60 -unit
multi -family block, a community park,
elementary school and a 10 -acre mixed-use
and commercial area.
• Associate Planner
Zoning Code/Design Guidelines Update,
City of Irwindale, CA
• Associate Planner
Interwest Contract with the City of Palmdale, CA
This regular five-year update to the Palmdale
Local Hazard Mitigation Plan required by the
Disaster Mitigation Act 2000 was completed
for the City and synchronized with the
2019 County of LosAngelesAll-Hazards
Mitigation Plan. It was designed to be easily
operationalized so that community risks are
mitigated and vulnerabilities are reduced.
• Associate Planner
Interwest Contract with the City of
Wheatland, CA
In January 2024, Interwest began assisting
Wheatland in updating its General Plan,
last revised in 2006. This focused update
addresses land use and circulation changes
in three areas, includes public outreach with
stakeholders and a General Plan Advisory
Committee, adds an Agriculture and
Agriculture Tourism Element, and updates
the Safety Element to comply with state law.

It also adjusts goals and policies to reflect
more accurate growth projections. Final
approval is expected in early 2025.
• Associate Planner
Interwest Contract with Mendocino County, CA
Assisted the County in updating its Zoning
Code to align with the General Plan and
state laws. The update simplifies processes,
adds Objective Design Standards for
multi -family housing, updates Inclusionary
Housing provisions, and incorporates
amendments to comply with SB -9, SB -35,
SB -330, and the Housing AffordabilityAct.
• Associate Planner
SAFEbuilt Contract with the Village of
Orland Park, IL
As -needed development review and
long-term planning services. Current
planning involves reviewing development
projects, such as residential and commercial
additions, site changes, new subdivisions,
and commercial centers, for compliance
with the Village Land Development Code
and other regulations. Long-range planning
establishes a framework for land use based
on policies approved by the Village Board,
including sub -area plans, comprehensive
plan updates, and recommendations for
future development.
138

USAN NA AMARO-G UTI E RREZ
ssociate Planner
5 YEARS OF EXPERIENCE

EDUCATION
BA, Urban Studies
University of California, Berkley

WORK HISTORY
• Associate Planner
Interwest Consulting Group, Inc.
2023 - Present
• Assistant Planner
City of Avalon, CA
2021 - 2023
• Assistant Planner
City of Clearlake, CA
2020 - 2021

PROJECT EXPERIENCE
3 YEARS WITH THE FIRM ENGLISH -SPANISH BILINGUAL
■ Associate Planner
Interwest Contract
City of Rio Vista, CA
2023 - On-going
Interwest currently provides both long-range planning support via management of the City's ongoing 2045 General Plan Updates process, as well as current planning support processing several development projects varying from large to small, including over-the-counter design review, mixed-use commercial and industrial developments and a 322 -acre Planned Unit Development consisting of 1,100 housing units, a 60 -unit multi -family block, a community park, elementary school and a 10 -acre mixed-use and commercial area.
■ Associate Planner Services
Interwest Contract with the Town of Apple Valley, CA
2023 - 2024
Interwest provides on-call planning services to the Town of Apple Valley, including third -party CEQA reviews for several industrial and warehousing projects exceeding one million square feet. Our team is also handling CEQA reviews for additional entitlements. • Associate Planner
Interwest Contract
City of Lawrence, IN
2023 - 2024
Interwest updated the City Code to regulate special events by creating a new section that addresses large gatherings on private residential, commercial, and industrial properties.
■ Associate Planner
Interwest Contract
City of Antioch, CA
2023 - 2024
Interwest Contract with the City of Antioch, CA Interwest provides planning services to the City of Antioch, including responding to public inquiries on zoning, development projects, and planning issues.

Interwest reviews and approves business licenses, administrative use permits, and building plans for projects like commercial signage, ADUs, home additions, and subdivisions.

Our team processes development applications for General Plan amendments, rezonings, use permits, and design reviews, ensuring compliance with codes and policies. We collaborate with developers, engineers, property owners, and contractors, advising on project processes and code interpretation, and oversee construction to ensure compliance with conditions and mitigation measures.

PROJECT EXPERIENCE PRIOR TO INTERWEST
• Assistant Planner
Avalon 6th Cycle Housing Element Update
Avalon, CA
2022
• Assistant Planner
Ordinance Amendment to Repeal and Replace Chapter 18 of the Clearlake Municipal Code
Included related amendments to the Zoning Map, Design Review Procedures and Design Standards that implement the new Zoning 139

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INTERWEST

VICTOR ESTRADA
Associate Planner
9 YEARS OF EXPERIENCE

EDUCATION
MPA, (Public Administration)
California State University Long Beach
Long Beach, California
BA, Urban and Regional Planning
California State Polytechnic University
Pomona, California

WORK HISTORY
2 YEAR WITH THE FIRM

ENGLISH -SPANISH BILINGUAL
■ Associate Planner
Interwest Consulting Group
2024 - Present
Victor provides contract staffing services fora variety of municipalities. He provides information to the public regarding development regulations, reviews planning permit applications, processes development proposals, and prepares and presents staff reports on development proposals to Planning Commission.
■ Assistant Planner
City of Fullerton, CA
2022-2023
Victor worked at the City of Fullerton processing planning applications and development plans, addressing city -related inquiries at the front desk, and presenting city zoning projects during City Hall meetings and at City Council Chambers. He executed planning projects as well as processed business licenses for the City of Fullerton.
■ Planning Technician
City of Buena Park, CA
2019 - 2022
Victor worked at the City of Buena Park responding to inquiries and questions concerning the city's general plan and upcoming projects as well as reviewing residential and commercial development projects for compliance with city zoning regulations. He organized and facilitated meetings with city departments and prepared government entitlement documents. Victor collected data and research for community projects as well as kept the city's website up to date.
■ Community Research Analyst
Cypress Park Neighborhood Council
Los Angeles, CA
2017
Victor conducted a case study for the Cypress Park Neighborhood with a focus on displacement and gentrification issues which were significantly affecting the community at the time. He then used this research to provide policy recommendations and presented the information to the community as well as the City Council.
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INTERWEST

CALVIN HARA
Assistant Planner
3 YEARS OF EXPERIENCE

EDUCATION
BA, Environmental Studies
University of California, Santa Barbara

WORK HISTORY
>1 YEARS WITH THE FIRM
• Assistant Planner
Interwest Consulting Group, Inc., a SAFEbuilt, LLC Company 2025 - Present
• Assistant Planning
NV5
2024 - 2025
• Planning Drafter
Hunsaker & Associates
2023 - 2024
• Technical Designer
Ocotillo Design Group
2022 - 2023
• GIS Engineer and Drafter
HP Communications
2022 - 2023

PROJECT EXPERIENCE
Advises the public on development regulations
Evaluates development proposals
Prepares and presents staff reports to the Planning Commission Reviewed plans for various public jurisdictions and coordinated with applicants to ensure project compliance with respective municipal codes Reviewed large scale mass grading plans as well as small scale residential plans Inspected construction sites for compliance with BMPs
Assisted project managers with site design utilizing AutoCAD Created site plans, preliminary grading plans, and tentative maps.

Conducted research utilizing GIS and other sources to find pertinent project information.

Ensured projects complied with biological constraints and zoning regulations.

Utilized AutoCAD to compile and rectify landscape architecture construction documents, encompassing planting, hardscape, drainage, irrigation, and lighting plans
Crafted and refined 3D renderings showcasing outdoor living spaces using Vip3D Collaborated with clients and landscape architects on design changes Created and corrected fiber optic cable designs using 3GIS and AutoCAD Worked directly with project managers to ensure all site requirements were met Analyzed as -built documents/improvement plans to locate existing utilities and infrastructure SKILLS
AutoCAD
ArcGIS
Hand Drafting
MS Suite
Acrobat
Bluebeam
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INTERWEST

INMAA HAFEEZ
ssistant Planner
4 YEARS OF EXPERIENCE

EDUCATION
BS, Urban and Regional Planning
California State Polytechnic University, Pomona

WORK HISTORY
• Assistant Planner
Interwest Consulting Group
2025 - Present
• Assistant Planner
MNS Engineers
2024
• Planning Intern
City of Wildomar
2022
• Planning Intern
City of Pomona
2022
1 YEAR WITH THE FIRM

ENGLISH -URDU -HINDI MULTILINGUAL

PROJECT EXPERIENCE
• Assistant Planner
Various Locations
2025 - Present
Supports the development of urban design elements for long-range planning projects.

Provides contract staffing to municipalities, assisting with planning counter services, public inquiries, entitlement processing, and reporting on development proposals to government agencies.
• Assistant Planner
Various Locations
2024
Contributed to emergency response planning for the City of Garden Grove and provided project management support for the Santa Paula Specific Plan.

Also assisted in preparing grant applications.
• Planning Intern
City of Wildomar
2022
Led and supported planning projects by conducting plan checks for permits (e.g., CUPs, building, grading, and subdivision maps), preparing Planning Commission presentations, and temporarily assuming senior planner responsibilities during staff leave.

Developed planning tools and resources, including an Airtable database to streamline plan checks, educational handouts for public inquiries, and the Housing Element Implementation Guide in alignment with HCD reporting requirements.

Contributed to long-range and regulatory planning efforts, assisting with the General Plan update, amending the Zoning Code for regional consistency, and coordinating inspections, records management, and code enforcement resolutions. 142

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INTERWEST

MILAUNI PATEL
Assistant Planner
5 YEARS OF EXPERIENCE

EDUCATION
Master of Urban Planning
San Jose State University
Bachelor of Planning
Nirma University, Institute of Architecture and
Planning

WORK HISTORY
• Assistant Planner
Interwest Consultant Group
2025 - Present
• Part -Time Planner
Pattern Planning and Development Inc.
2025
• Part -Time Planner
Ash+Lime
2024
• Planning Consultant
TRIDA-Tri Design Alliance LLP Pune, IN
2022
• Junior Urban Planner
Ekistic Advisory
2021 - 2022
• Planning Intern
Design and Planning Counsel
2019

PROJECT EXPERIENCE
• Assistant Planner
Community Planning
2023
Conducted land use analysis and community
engagement with 200+ participants to
develop a vision for North San Jose's future
urbanization; identified opportunity sites for
transit -oriented development along the light
rail corridor to promote density housing and
multimodal mobility.

Partnered with San Jose D.O.T(Department
of Transportation) and V.T.A.(Valley Transport
Authority) to research and propose solutions
enhancing livability and people -oriented
development; applied placemaking
strategies to create a unique sense of place
and community identity.

Built geospatial mapping, data visualization,
1 YEAR WITH THE FIRM
and community surveying capabilities using
GIS, and statistical analysis tools.

Led extensive community engagement
through surveys, interviews, and workshops
to understand the needs and aspirations of
North San Jose residents and stakeholders.
• Assistant Planner
Sustainable Transport Planning
2023
Collaborated with the City of San Jose
D.O.T to develop strategies for transforming
Santa Clara Street into a Complete Street;
conducted extensive research and analysis to
inform recommendations prioritizing transit,
bikes, and pedestrians.

Designed goals aligning with City policies
to improve safety, accessibility, and vibrancy
based on community input, crash data
analysis, and best practices; presented vision
for multimodal street segments supporting
mode shift and emissions reductions.

Produced a comprehensive final plan
including proposed street mixes, maps,
and graphics; findings revealed the need
and desire for more walkable, bikeable, and
transit -oriented Santa Clara Street to achieve
the city's transportation goals.
• Assistant Planner
Urban Development
2019 - 2020
Produced a general plan spanning 2,292
sq. km. with geospatial analyses in ArcGIS
focused on optimal land use arrangements
given terrain constraints.

Conducted surveys and focus groups with
400+ farmers and residents to gather
insights on community needs and feedback.

Proposed new highway, arterial road,
and public transit upgrades to improve
accessibility and mobility in challenging
terrain.

Presented scenario plans to officials on
balancing transportation investments, land
use density, and agricultural preservation
mandate.
• Graduate Researcher
Graduate Thesis -Adaptive Reuse & Infill
Housing Framework

ENGLISH-GUJARATI BILINGUAL
San Jose, CA
Developed and implemented a novel,
composite parcel -level scoring framework
to identify high -potential sites for adaptive
reuse and infill housing along major
corridors in San Jose, validated by real-world
redevelopment approvals.

Produced actionable data and visual tools
that inform strategic planning, guiding
city policymakers and stakeholders in
prioritizing equitable, corridor -scale urban
redevelopment initiatives.
■ Undergraduate Researcher
Undergraduate Thesis - Urban Development
& Land Use Conversion in Ahmedabad
Ahmedabad, India
Analyzed urban development and land
use conversion patterns in the Ahmedabad
metropolitan area over 20 years across
different planning boundaries.

Mapped formal and informal growth clusters
and encroachment on agricultural land
using ArcGIS spatial analysis. Identified
a correlation between transportation
investments, density changes, and rapid
peripheral expansion.
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INTERWEST

EDUCATION

JOELLE MILLER
Assistant Planner
5 YEARS OF EXPERIENCE
Master of Urban Planning
New York University
BA, Environmental Studies
California State University, San Marcos

WORK HISTORY
• Assistant Planner
Interwest Consulting Group
2025 - Present
• CDBG Analyst
Willdan Engineering Group
2024
• Planner II
City of Long Beach
2024 Led public outreach efforts, including resident interviews, to better understand community needs and inform inclusive park planning • Borough Planner strategies.

City of New York
2022 2023 •
NYCHA PACT Program Intern
1 YEAR WITH THE FIRM

ENGLISH -SPANISH BILINGUAL
■ Project Consultant
Town of Rye
2021 - 2022
Conducted project reviews and served as the primary liaison across departments to ensure consistency in review processes, including those related to the NFIP and Cannabis Equity Program.
• Community Planning Fellow
City of New York
2021 - 2022
Collaborated on a five -member NYU graduate team to develop a comprehensive Crawford Park Equity Plan for the Town of Rye City Council in response to their request for equity -focused recommendations.

Conducted data analysis with an equity lens, including demographic reviews to identify opportunities for improving access to park amenities.
2021 - 2022
• Project Consultant Engaged with former New York City Housing Authority (NYCHA) Town of Rye residents to ensure clear understanding of their building's participation 2021 2022 in the PACT program, and provided guidance throughout their • Community Planning Fellow transition to the Housing Choice Voucher system.

Fund for the City of New York
• Compliance Evaluation Graduate Intern
2021 - 2022
New York City
• NYCHA PACT Program Intern 2020 - 2021
Urbane Development Analyzed tenant work order data from the New York City Housing 2021 - 2022 Authority related to mold, pest, and elevator issues to identify • Compliance Evaluation Graduate Intern unresolved requests.

New York City Housing Authority • Constituent Services Representative 2020 - 2021 2020
• Constituent Services Representative Managed constituent service caseloads for New York State Assembly New York State Assembly District 79, responding to inquiries via phone, email, mail, and in - 2020 person visits.

PROJECT EXPERIENCE Supported residents with subsidized housing concerns -such as maintenance issues involving mold, heating, and pests -by directly • CDBG Analyst engaging with landlords to advocate on their behalf. 2024
Managed and monitored CDBG funded projects to ensure projects met federal and state regulations.

Designed application packages for the Density Bonus Unit Sale Program to ensure compliance with State Density Bonus Law regulations.
144

RICHARD WALKER
CEQA Lead / Principal Planner
24 YEARS OF EXPERIENCE

EDUCATION
BSc, Urban & Regional Planning
Ryerson Polytechnic University; Toronto, ON

LICENSES & CERTIFICATIONS
California Association of Environmental
Professionals
Advanced CEQA
UCLA Extension
Subdivision Map Act&Advanced CEQA

WORK HISTORY
• Principal Planner
Interwest Consulting Group (Interwest), a
SAFEbuilt Company
2021 - Present
• Planning Manager
Tuolumne County, CA
2020 - 2021
• Senior Associate Planner
Quad -Knopf Engineering
2019 - 2020
• Senior Planner
4Creeks Engineering
2018-2019
• Senior Planner
Robert Half Legal
2016-2018
• Project Manager
DSA
2015 - 2016
• Project Manager
DMA
2012-2015
• Land Use Planner
Latham & Watkins
2007 - 2010
• Senior Planner
Schmitz &Associates, Inc.
2002 - 2006

PROJECT EXPERIENCE
• CEQASpecialist
Environmental Planning Services
County of Sonoma, CA
2024 - Ongoing

INTERWEST
5 YEARS WITH THE FIRM
Interwest is the on-call CEQA bench to
provide CEQA compliance services to the
County. Interwest is currently reviewing
an EIR for a battery energy storage system
(BESS) located near Petaluma
• CEQA Specialist
Environmental Planning Services
City of Del Mar, CA
2023 - Ongoing
Interwest is providing CEQA compliance
services to the City. The most recent example
is a CEQA Initial Study Questionnaire (ISQ)
for a project that involves an update of
the City's Short -Term Rental Ordinance.

Collaboration with city staff was essential in
completing the CEQA compliance services.

Interwest has already completed an Initial
Study/ Environmental Checklist for the city's
proposed municipal code changes affecting
short-term rentals and is looking forward to
additional projects.
• CEQASpecialist
On -Call Planning & CEQA Services
City of Palmdale, CA
2021- Ongoing
Interwest provides planning staff services
to the City, assisting with the approval of
current planning projects and conducting
third -party CEQA reviews.
• CEQA/NEPA Project Manager
On -Call Planning & CEQA Services
City of Lodi, CA
2021- Ongoing
Interwest provides on-call planning
services to the City under the Community
Development Director, handling general
planning tasks, community assistance,
application processing, interdepartmental
coordination, CEQA and NEPA reviews,
and participation in Planning Commission
and City Council meetings. Notable work
includes preparing a Mitigated Negative
Declaration for the Lodi Residential
Complex, processing development
applications, environmental review support,
zoning code and growth management
program updates, and completing SB 5
amendments to the general plan and zoning
code.
• Principal Planner
Planning &CEQA Services
City of Oakland, CA
2022- Ongoing
Interwest provides on-call planning services
to the City of Oakland's Operations, Zoning,
and Development Planning Divisions, which
include CEQA compliance support. The
projects reviewed by Interwest range from
single-family hillside homes to 20 -story
mixed-use developments in downtown
Oakland. Interwest has managed CEQA
consultants and sub -consultants for
large-scale land use projects requiring
Environmental Impact Reports (EIRs) and
Mitigated Negative Declarations (MNDs).

Additionally, the team has completed CEQA
reviews for various entitlement applications.

Projects with Quad -Knopf Engineering
(Previous Employer)
- CEQA-EIR for the City of Fresno Municipal
Code Amendment relating to adult use
and medicinal cannabis retail business and
commercial cannabis business
- NEPA-PES, CEQA-MND, and technical studies
for the Caltrans roundabout facility in
Chowchilla, CA
- NEPA-PES, CEQA-MND, and technical studies
for the Caltrans roundabout facility in
Woodlake, CA
- NEPA-EA, and technical studies for two San
Joaquin Valley Homes subdivisions in the City
of Lemoore, CA. CEQA-MND, and technical
studies for three Lennar Homes subdivisions
in Tulare County, CA
Projects with 4Creeks Engineering
(Previous Employer)
- Special Use Permit and CEQA-EIR to allow an
asphalt batch plant, concrete batch plant, and
recycling of asphalt and concrete
- Feasibility Study for the 3.5 -mile Rocky Hill
Drive improvement project, completed for
TCAG and Tulare County
- General Plan Amendment, Zone Change,
Tentative Parcel Map, and Site Plan for a 42 -
acre highway serving site
145

EDUCATION
Project Manager & Landscape Plan Reviewer
41 YEARS OF EXPERIENCE
MPA, Public Administration
California State University, San Bernardino, CA
MLA, Landscape Architecture
California Polytechnic University, Pomona, CA
Environmental Planning and Management
University of California, Davis, CA

LICENSES & CERTIFICATIONS
State of California
Retired Licensed Landscape Architect #3224

WORK HISTORY
■ Project Manager/Landscape Plan Reviewer
Interwest Consulting Group, Inc., a SAFEbuilt Company
2020 - Present
■ Assistant Planner
City of Corona, CA
2005-2008
■ Park Development Manager
City of Corona, CA
1988-2004
■ Adjunct Professor
California Baptist University
2007 - 2019
6 YEARS WITH THE FIRM

PROJECT EXPERIENCE
■ Project Manager/Landscape Plan Reviewer and Inspector Coordinates and reviews landscaping site plans and design to ensure compliance with City zoning ordinance, site regulations, design specifications and standards for various California municipalities.

Representative projects include:

Corona Fire Station #2
■ Target Distribution Center Warehouse
Riverside, CA
142.5 Acre Site. 1,866, 948 Square Foot Building

8.6 Acres of Irrigated Landscape
■ Harrison Street Renovation
Corona, CA
07/2024 -11 /2024
Responsible for landscape and Irrigation plan check on the Fire Station landscape renovation.
■ Seefried Industrial (Four Warehouses)
06/2023 - 08/2024
Riverside, CA
■ War Dog Memorial Dog Park
Riverside, CA
06/2022 - 02/2023
A 5 -acre military war -dog -themed park, on former military lands, featuring separate areas for small dogs and larger dogs, features parking, a perimeter trail, pathways, a recycled irrigation system, and native plantings.
■ Assistant Planner
Previous Employer (City of Corona, CA)
2005-2008
Developed on-site landscape standards for commercial developments.

Performed planning department landscape plan check and on-site landscape inspections. Also Jonathan presented planning cases to the Planning Commission for various municipal projects.
■ Park Development Manager
City of Corona, CA
1988-2004
Managed all aspects of public park design and development including consultant contracting and management, park master plan development and community meetings, drawing plan check and approval, park construction inspection and development of landscape maintenance district design guidelines.
■ Adjunct Professor
California Baptist University
2007 - 2019
Taught political science, leadership and management.
146

•
rw

INTERWEST
STEVEN T. SANHAMEL, RLA
Landscape Plan Reviewer
28 YEARS OF EXPERIENCE

EDUCATION
BS, Landscape Architecture
California Polytechnic State University, Pomona
Project Managers Boot Camp
PSMJ

LICENSES & CERTIFICATIONS
State of California
Registered Landscape Architect, 4352

WORK HISTORY
■ Landscape Plan Reviewer
Interwest Consulting Group
2020 - Present

PROJECT EXPERIENCE
5 YEARS WITH THE FIRM
■ Landscape Plan Reviewer
Interwest Consulting Group
2020 - Present
Reviews landscape plans, oversees construction compliance, conducts inspections, and manages projects.

Works on multiple projects, ensuring adherence to regulations and design standards.
■ Landscape Plan Reviewer
Temecula Valley Hospital
Temecula, CA
2019 - 2020
Provided client with designs and construction drawings, details and specifications for a new maintenance building, associated parking lot, and parking lot expansion.

The landscape design was prepared to provide a seamless continuation of the existing site planting in compliance with MWELO requirements. ■ Landscape Plan Reviewer
Avenida Development
City of Ontario
2017-2019
Provided client with designs and construction drawings, details and specifications for a 225 -unit residential development. The plans included 3 model home complexes, a 2 -acre park, 3 acres of CFD streetscape, common open space and walls and fencing.

The landscape design was prepared in compliance with MWELO requirements.
■ Landscape Plan Reviewer
Alderwood Development
City of Murrieta
1997 - 2017
Provided client with designs and construction drawings, details and specifications for a 205 -unit residential development. The plans included a model home complex, private slope landscape, and walls and fencing.

The landscape was designed to provide community consistency in compliance with MWELO requirements.
■ Landscape Plan Reviewer
Santana Regional Park
City of Corona
-1997
Provided management, design and construction drawing preparation coordination for a 40 -acre regional active sports park. The park included soccer fields, baseball diamonds, a shade pavilion, children's playground and passive meandering pathways.
147

EDUCATION
42 YEARS OF EXPERIENCE
BS, Landscape Architecture
California State Polytechnic University, Pomona
AA, Architecture
Long Beach Community College
AutoCAD
Orange County Regional Occupational Program

LICENSES & CERTIFICATIONS
State of California
Landscape Architect #3934

WORK HISTORY
■ Landscape Architect
Interwest Consulting Group, Inc.
■ Landscape Architect Consultant
Forma Design, Inc.
■ Landscape Architect Consultant
Hourian and Associates
■ Landscape Architect Consultant
bB 1 Studios, Green Origin Designs

PROJECT EXPERIENCE
>1 YEARS WITH THE FIRM
■ Landscape Architect Consultant
bB 1 Studios, Green Origin Design
Provided custom residential Landscape and Irrigation design. ■ Landscape Architect Consultant
City of Tracy, CA
Tracy Hills multi -tract and development irrigation design. ■ Landscape Architect Consultant
City of Dana Point, CA
Community Park rehabilitation and Landscape Design
■ Landscape Architect Consultant
City of Indio, CA
Median island landscape design
■ Landscape Architect Consultant
City of Long Beach, CA
Community park landscape rehabilitation design.
■ Landscape Architect Consultant
City of Ontario, CA
Civic Center landscape design rehabilitation.
■ Landscape Architect Consultant
City of Rancho Mirage, CA
New and rehabilitation design of median islands.
• Landscape Architect Consultant
City of Riverside, CA
Riverside Unified School District's North High School irrigation design. ■ Landscape Architect Consultant
City of Irvine, CA
Windrow Park rehabilitation design.
• Landscape Architect Consultant
City of Hemet, CA
Sierra Dawn Estates Clubhouse landscape renovation.
148

Fee Schedule
Effective January 1, 2026
Beginning on the 1st anniversary of the Effective Date of the Agreement and annually thereafter, the hourly rates listed below shall be automatically increased based upon the annual increase in the Department of Labor, Bureau of Labor Statistics or successor thereof, Consumer Price Index (United States City Average, All Items (CPI -U), Not Seasonally adjusted, All Urban Consumers, referred to herein as the "CPI"). Such increase shall not exceed 4% per annum. The increase will become effective upon publication of the applicable CPI data. If the index decreases, the rates listed shall remain unchanged.

Classification Hourly Billing Rate
Planning Services
Community Development Director $245
Project Manager $220
Planning Manager $220
Principal Planner $200
Senior Planner $185
Associate Planner. $155
Assistant Planner $130
Planning Technician $105
Environmental Services
CEQA/NEPA Project Manager $235
CEQA/NEPA Principal Planner $225
CEQA/NEPA Senior Planner $200
CEQA/NEPA Associate Planner $170
CEQA/NEPA Assistant Planner $145
CEQA/NEPA Planning Tech $120
Real Estate
Supervising Corporate Broker $278
Senior Project Manager $216
Project Manager $196
Senior Acquisition / Relocation Agent $150
Acquisition / Relocation Agent $135
ROW Technician $125
ROW Coordinator $110
Administrative Support $83
Landscape Design Review Services
Project Manager $200
Senior Landscape Design Reviewer $180
Landscape Design Reviewer $165
Landscape Maintenance Inspector $140
Landscape Field Supervisor $150

INTERWEST
THOUGHTFUL SOLUTIONS. THRIVING COMMUNITIES.
149

Administrative
Grant Manager $170
Grant Writer $160
Miscellaneous
Mileage & Tolls — For inspection staff reporting to the job site from out of town, mileage will be reimbursed to and from the employee's reporting location, including their home location if not reporting to a company office, at the effective standard federal rate established at time of service. Tolls will be billed with no markup.

INTERWEST
THOUGHTFUL SOLUTIONS. THRIVING COMMUNITIES.
150

INTERWEST
THOUGHTFUL SOLUTIONS. THRIVING COMMUNITIES.
151

EXHIBIT B

INSURANCE REQUIREMENTS
14 [[Interwest Consulting Group, Inca
Rev. 01/2024
152

EXHIBIT B

INSURANCE REQUIREMENTS
A. Minimum Scope and Limits of Insurance City reserves the right to review any and all of the required insurance policies and/or endorsements, but has no obligation to do so.

Failure to demand evidence of full compliance with the insurance requirements set forth in this Agreement or failure to identify any insurance deficiency shall not relieve Consultant from, nor be construed or deemed a waiver of, its obligation to maintain the required insurance at all times during the performance, including any extension thereof, of this Agreement. Consultant shall obtain, maintain, and keep in full force and effect during the life of this Agreement, including any extension thereof, all of the following minimum scope of insurance coverages:

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

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

3. Workers' Compensation and Employer's Liability Insurance Workers' compensation insurance as required by the State of California and Employer's Liability Insurance with a minimum limit of One Million Dollars ($1,000,000.00) per accident for any employee or employees of Consultant.

Consultant agrees to waive and to obtain endorsements from its workers' compensation insurer waiving subrogation rights under its workers' compensation insurance policy against the City, its officers, officials, agents, employees, and volunteers for losses arising from work performed by Consultant for the City and to require each of its subcontractors, if any, to do likewise under their workers' compensation insurance policies. The Consultant shall also comply with Section 3800 of the Labor Code by securing, paying for, and maintaining in full force and effect for the duration of this Agreement, complete workers' 1 [Interwest Consulting Group, Inc.]
153

compensation insurance, and shall furnish a certificate of insurance to the Project Manager before execution of this Agreement by the City. The City, its officers, officials, agents, employees, and volunteers shall not be responsible for any claims in law or equity occasioned by failure of the Consultant to comply with this Section.

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

B. Documentation and Other Provisions

1. The commercial general liability insurance policy and business automobile liability policy shall be endorsed to contain the following: The City of Placentia, its officers, officials, agents, employees, and volunteers are additional insureds with respect to: liability arising out of activities performed by or on behalf of the Consultant pursuant to its contract with the City; products and completed operations of the Consultant; premises owned, occupied, or used by the Consultant; and automobiles owned, leased, hired, or borrowed by the Consultant.

General liability coverage can be provided in the form of an endorsement to the Contractor's insurance at least as broad as one of the following ISO ongoing operations forms: CG 20 10 or CG 20 26 or CG 20 33 (not allowed from subcontractors), or CG 20 38; and one of the following ISO completed operations forms: CG 20 37, 2039 (not allowed from subcontractors), or CG 20 40.

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

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

4. Any failure to comply with the reporting provisions of the policies shall not affect coverage provided to the City of Placentia, its officers, officials, agents, employees, and volunteers. Defense fees and costs shall not deplete the limits of any insurance provided under this Agreement.

5. The Consultant's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability.
2 [Interwest Consulting Group, Inc.]
154

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

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

8. Coverage shall be on a standard occurrence form. Claims -made forms are not acceptable. Modified, limited, or restricted occurrence forms are not acceptable.
3 [Interwest Consulting Group, Inc.]
155

EXHIBIT C

CERTIFICATES OF INSURANCE AND ENDORSEMENTS
15 [[Interwest Consulting Group, Inca
Rev. 01/2024
156

ACORN

CERTIFICATE OF LIABILITY INSURANCE

DATE (MM/DD/YYYY)
7/13/2026
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
McGriff Insurance Services LLC
9850 NW 41st Street
Suite 100
Doral FL 33178

INSURED
Interwest Consulting Group, Inc.
444 N Cleveland Ave;
Loveland CO 80538

COVERAGES
132SAFEBLLC
CERTIFICATE NUMBER: 751954772

CONTACT
NAME: Lauren Mayer
PHONE
(A/C. No. Ext): 954-389-1289
E-MAIL
ADDRESS: lauren.mayer pamarshmma.com

INSURER(S) AFFORDING COVERAGE
INSURER A: Everest Indemnity Insurance Company
INSURER B: Bridgeway Insurance Company
1 INSURERC: Lexington Insurance Company
1 INSURER D : Great American E&S Insurance Company
1 INSURER E : Federal Insurance Company
1 INSURER F : Berkshire Hathaway Homestate Ins Co
REVISION NUMBER:

FAX
(A/C, No):

NAIC #
10851
12489
19437
37532
20281
20044

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

CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.

INSR TYPE OF INSURANCE ADDL SUBR POLICY EFF POLICY EXP LIMITS

LTR INSD WVD POLICY NUMBER (MM/DD/YYYY) (MM/DD/YYYY)
A X COMMERCIAL GENERAL LIABILITY Y Y CF3GL00415251 10/3/2025 10/3/2026 EACH OCCURRENCE

CLAIMS -MADE
X 10,000
X
OCCUR
GEN'L AGGREGATE LIMIT APPLIES PER:

PRO-
JECT
X
POLICY
X
OTHER:

A AUTOMOBILE LIABILITY
B
C
F

X ANY AUTO
X
OWNED

AUTOS ONLY
HIRED

AUTOS ONLY

UMBRELLA LIAB

X EXCESS LIAB
■
LOC

SCHEDULED
AUTOS

NON -OWNED

AUTOS ONLY
X
OCCUR

CLAIMS -MADE
DED X RETENT ON $ _n_

WORKERS COMPENSATION

AND EMPLOYERS' LIABILITY

ANYPROPRIETOR/PARTNER/EXECUTIVE
OFFICER/MEMBEREXCLUDED?
(Mandatory in NH)
If yes, describe under
DESCRIPTION OF OPERATIONS below
D Professional Liability
E Crime
Y/N
N
Y Y CF3CA00337251 10/3/2025 10/3/2026
Y
N/A
Y 8EA7XL000207904
11170903
Y SAWC772257
TER5780118
J06767825
10/3/2025 10/3/2026
10/3/2025 10/3/2026
5/12/2026 5/12/2027
10/3/2025 10/3/2026
10/3/2025 10/3/2026

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

PERSONAL & ADV INJURY

GENERAL AGGREGATE

PRODUCTS - COMP/OP AGG

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

PROPERTY DAMAGE
(Per accident)
Excess per occ / agg

EACH OCCURRENCE

AGGREGATE
$ 1,000,000
$ 300,000
$ 10,000
$ 1,000,000
$ 2,000,000
$ 2,000,000
$ 1,000,000
$ 1,000,000
$ 10,000,000
$ 10,000,000

X PER OTH-

STATUTE ER
E.L. EACH ACCIDENT $ 1,000,000
E.L. DISEASE - EA EMPLOYEE $ 1,000,000
E.L. DISEASE - POLICY LIMIT $ 1,000,000
Each Claim/Aggregate $10,000,000
1,000,000 DED $10,00
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Excess policy # 140002058 effective 10/03/2025 -10/03/2026 - QBE Ins Corp NAIC #39217 - Limits- $5,000,000 part of $10,000,000 Excess of $5,000,000.

Technology Errors & Omissions and Cyber Coverage - Allied World Assurance Company US, Inc. NAIC # 19489 - Policy #03148733 effective 10/3/25 - 10/3/26. Each Claim/AGG $3,000,000 DED $100,000.

The City of Placentia, its officers elected and appointed officials, officers, employees, agents, and volunteers are additional insureds with respects to general and automobile liability, with a written contract. Waiver of Subrogation applies for general and automobile liability and workers compensation in favor of the additional insured, with a written contract. Coverage is primary and non-contributory in favor of the additional insured. Notice of Cancellation is 30 days, except 10 days for non-payment. Excess policy follows form.

CERTIFICATE HOLDER CANCELLATION
City of Placentia
401 E. Chapman Avenue
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

4.40,6:41. 1avis !j
© 1988-2015 ACORD CORPORATION. All rights reserved.

ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD 157

POLICY #CF3GL00415251 COMMERCIAL GENERAL LIABILITY
CG 20 10 04 13
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

ADDITIONAL INSURED - OWNERS, LESSEES OR

CONTRACTORS - SCHEDULED PERSON OR

ORGANIZATION
This endorsement modifies insurance provided under the following:

COMMERCIAL GENERAL LIABILITY COVERAGE PART

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

ANY PERSON OR ORGANIZATION THAT ENTERED

INTO A WRITTEN CONTRACT WITH THE NAMED

INSURED REQUIRING SUCH PERSON(S) OR

ORGANIZATION(S) TO BE NAMED AS AN ADDITIONAL

INSURED WITH RESPECT TO THE NAMED INSURED'S

PERFORMANCE OF OPERATIONS AT ANY LOCATION

ON BEHALF OF SUCH PERSON(S) OR
ORGANIZATION(S).

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

1. Your acts or omissions; or

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

However:

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

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

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

INSURED COPY