Loading...
HomeMy WebLinkAboutWESTBOND COMMUNICATIONS INC.INSURANCE ON FILE WORK MAY PROCEED UNTIL INSURA CE EXPIRES 9 z_ I CLERK OF CO NCIL DATEAUG 06 2M_ A-2019-099 rll l H111L'1\Ll\1G1\ 1 1V HVlIP. P.lYIGl\1 ♦11111 ♦1GO1DVV1\L \.V1111RV1\11.H11V1\7 TO PROVIDE COMMUNITY OUTREACH AND PROMOTIONAL SERVICES THIS FIRST AMENDMENT to the above -referenced agreement is entered into on July 2, 2019, by and L.co r rv,t+ between Westbound Communications ("Consultant'), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California ("City"). RECITALS A. The parties entered into Agreement No. A-2018-225 ("Agreement') dated September 18, 2018, to provide community outreach and promotional services related to the ReadyOC (ROC) Emergency Preparedness Campaign and the "If You See Something, Say SomethingTM" (S4) Public Awareness Campaign. The term of the Agreement runs from September 18, 2018 and continues through June 30, 2019. B. On June 19, 2019, the parties exercised the first of two (2) optional one-year extensions of the Agreement through June 30, 2020. The Agreement is current and in -effect. C. The Agreement provided the various scopes of work for the ReadyOC (ROC) Emergency Preparedness Campaign and the "If You See Something, Say SomethingTM" (S4) Public Awareness Campaign via funding through a grant from the Urban Areas Security Initiative ("UASI") for which the City has received funding for its next fiscal year. D. The City, if granted further funds through UASI, will utilize the current Agreement to provide the services noted in the Agreement and in this First Amendment. E. The parties now wish to replace the Scopes of Work originally provided as Exhibits A and B to match the needs for the new fiscal year funding noted above. In addition, the parties wish to further allow for revisions to the Scopes of Work for this new fiscal year, and any change to the Scope related to an extension to the Agreement, to be approved via a writing executed by the City Manager and the City Attorney. F. As the Agreement progresses, the parties wish to make the process of approving changes to the Scopes of Work more efficient where the change to the Scope of Work does not amend the Compensation terms of the Agreement. The parties recognize and agree that any revisions to the Compensation terms of the Agreement are subject to approval by the City Council for the City of Santa Ana. This First Amendment to the Agreement does not amend the Compensation terms of the Agreement. The Parties therefore agree: 1. Section 1, Scope of Work, is hereby amended to remove and replace Exhibit A and Exhibit B to the Agreement with Exhibit A-1 and Exhibit B-1 regarding the ReadyOC (ROC) Emergency Preparedness Campaign and the "If You See Something, Say SomethingTM" (S4) Public Awareness Campaign. Revisions to the Scopes of Work, during the current extension of the Agreement, may at the sole discretion of the City, be approved in a writing executed by the City Manager and the City Attorney. 2. Section 3, Term, is hereby amended to include the following sentence: The City, upon its sole discretion, may adopt and revise the Scopes of Work to this Agreement through use of an optional extension letter to the Agreement. Page 1 of 2 3. Except as modified by this First Amendment, all terms and conditions of the Agreement shall remain in full force and effect. IN WITNESS WHEREOF, the parties hereto have executed this First Amendment to the Agreement on the date and year first written above. ATTEST �Z� is DAISY GOMEZ CLERK OF • APPROVED AS TO FORM SONIA R. CARVALHO City lornev By: TAMAP,A BOGOSIAN Assistant City Attorney RECOMMENDED FOR APPROVAL CITY OF SANTA ANA KlCfSTINE RIDGE City Manager WESTBOUND COMMUNICATIONS ;:;Sc ith (gzm�— F,a_ ca, WF t L-LZIAY'tJ DAVID LENTIN Chief olice Page 2 of 2 EXHIBIT A-1 FY18 READYOC STATEMENT OF WORK General Information: The following Statement of Work (SOW) defines the principle activities and responsibilities of all parties for public outreach services to support the ReadyOC (ROC) Emergency Preparedness Campaign. This scope of work shall stand as an agreement between the City of Santa Ana (herein after Santa Ana) and Westbound Communications (herein after WBC) for the contracted period. WBC will supply the following services: o ROC Website Management o Site content updating o Social media content updating o Site optimization o Site maintenance o ROC Advertising and Promotional Communications o Paid advertising o Social media outreach o Broadcast news promotions o Media/corporate promotions o Publicity services o Public Information Outreach Support for ROC Program o Multimedia production and outreach o Citizen and faith -based outreach o Project Administration Services No deviation of this SOW will be allowed without written consent from the Santa Ana Project Manager. Nevertheless, Santa Ana recognizes that projects of this magnitude will likely encounter various unforeseeable events that may cause tasks to overlap or change, and such change will be permissible with the written approval of the Santa Ana Project Manager. This SOW is contingent upon both WBC and Santa Ana fulfilling their respective responsibilities as defined in the Agreement and within this document. Contents The following are included with this SOW: • Task Descriptions • Project Change Order • Project Schedule • Milestone Payment Schedule General Project Management Responsibilities Project management occurs throughout the project and is involved in every task. The overall project management activities are listed here for reference. Westbound Responsibilities: a. Maintain project communications with Santa Ana's Project Manager. b. Manage the efforts of the WBC staff and coordinate WBC activities with the Santa Ana Project Manager. c. Conduct on -site status meetings with Santa Ana's Project Manager on a monthly basis or when reasonably required at the discretion of Santa Ana to discuss project status. d. Provide timely responses, within ten (10) business days, to issues raised by Santa Ana's Project Manager. e. Prepare and submit, no later than the fifth business day of each month, a status activity report that includes: the accomplishments of the previous month, activities planned for the current month and any update to the project schedule. f. Prepare and submit project Change Proposals to Santa Ana's Project Manager as necessary. g. Prepare and submit Task Completion Letter(s) with appropriate invoices to Santa Ana's Project Manager. Santa Ana Responsibilities: a. Maintain project communications with the WBC Project Manager. b. Manage the efforts of ROC involved staff and coordinate ROC activities with the WBC Project Manager. c. The Project Manager must ensure that personnel have ample time, resources, and expertise to carry out their respective tasks and responsibilities. d. The Project Manage, or his designee will participate in status meetings with the WBC Project Manager on a monthly basis or as may otherwise be reasonably required to discuss project status. e. Provide timely responses, within ten (10) business days, to issues raised by the WBC Project Manager. f. Liaison with all Santa Ana -provided third -party vendors and associated systems. g. Ensure acceptable Change Orders are approved by authorized signature(s). h. Ensure acceptable Task Completion Letter(s) are approved by the Project Manager or his designee. i. Ensure timely payment of invoices. j. Ensure WBC access to server and network equipment and work areas on a 24x7 basis, with pre -authorization for off -hours. k. Provide workspace for WBC personnel as reasonably requested. SOW Format: Each task includes the following: Title, Objective, Task Description, Responsibilities and Completion Criteria. The tasks are depicted on the project schedule. All parties recognize that the SOW is not formatted chronologically with contractual obligations defaulting to the Project Schedule unless otherwise noted. TASK 1: 2019-20 READYOC MARKETING ROAD MAP Objective: Create, establish and implement a formal marketing plan and road map to best promote and provide outreach for ROC during the campaign period. The road map will include project schedules, management procedures and proposed activities. Task Description: Develop, refine, review and approve plan for all campaign initiatives, including the marketing plan and project schedule. Activities include: a. Launch Meetings — conduct a minimum of two meetings with the Santa Ana Project Manager and one meeting ROC Steering Committee to present strategies and recommendations and to get approval to proceed with the Road Map. b. 2019-20 Marketing Road Map — develop and submit a comprehensive marketing communications and promotions plan detailing strategies, objectives, tasks, schedules and metrics for all ROC and Promise to Prepare (P2P) activities during the contracted period. This includes delivery of a 30-40 slide PowerPoint deck plan that details all strategic goals and programming for review by the ROC Steering Committee and for final approval by the Santa Ana Project Manager. c. Project Schedule — develop and complete a comprehensive project schedule that details timing for all activities. d. Project Management & Control Procedures — review and update, as needed, all currently approved control and administrative procedures (change orders, approval processes, etc.) and documents currently on file with the Santa Ana Project Manager. Responsibilities: WBC shall: a. Develop the initiative and seek plan approval from the ROC Steering Committee b. Execute the promotion in accordance with the approved plan Santa Ana shall: a. Approve plan and promotion elements Completion Criteria: This task is considered complete upon the completion of the deliverables detailed in the task description above and when the Santa Ana Project Manager signs the task completion letter. Planned completion and invoicing will be the end of July 2019. TASK 2: READYOC STAKEHOLDER MEETINGS & PLANNING SESSIONS Objective: Manage campaign including administration and communications to the Steering Committee and Santa Ana Project Manager through activities including, but not limited to, meetings, monthly activity reporting, programming documentation, regular communications and presentations to the Steering Committee. Task Description: Provide campaign and promotion updates to the Santa Ana Project Manager through daily and weekly phone calls, emails and meetings (as needed or requested). Maintain weekly and monthly communication with the Steering Committee, including at least one in -person meeting a quarter. Task Description: See sub -tasks for descriptions. Responsibilities: See sub -tasks for specifics. Completion Criteria: This task is considered complete upon completion of administrative deliverables and when the Santa Ana Project Manager signs the completion letter for each subtask noted below. To assure cost and quality controls while accommodating the monthly nature of required work, the task completion is divided into quarterly periods, with each period being considered completed as described in the following subtasks. TASK 2-A: READYOC STAKEHOLDER MEETING & PLANNING SESSIONS (JULY-SEPT 2019) Objective: Manage campaign including administration and communications to the Steering Committee and Santa Ana Project Manager through activities including, but not limited to, meetings, monthly activity reporting, programming documentation, regular communications, planning and presentations to the Steering Committee. Task Description: Provide campaign and promotion updates to the Santa Ana Project Manager through daily and weekly phone calls, emails and meetings (as needed or requested). Maintain weekly and monthly communication with the Steering Committee, including at least one in -person meeting a quarter. Responsibilities: WBC shall: a. Coordinate, manage and participate in at least one Steering Committee meeting per quarter b. Provide daily, weekly and monthly campaign and promotion updates to the Santa Ana Project Manager c. Manage ongoing expense tracker, budget and campaign schedule d. Submit task completion letters with task invoices to the Santa Ana Project Manager Santa Ana shall: a. Approve campaign progress, updates and promotions b. Support and facilitate partnering and sponsorship efforts with Steering Committee Completion Criteria: This task is considered complete upon completion of administrative deliverables and when the Santa Ana Project Manager signs the completion letter for the task. Planned completion and implementation is by the end of September 2019. TASK 2-13: READYOC STAKEHOLDER MEETING & PLANNING SESSIONS (OCT-DEC 2019) Objective: Manage campaign including administration and communications to the Steering Committee and Santa Ana Project Manager through activities including, but not limited to, meetings, monthly activity reporting, programming documentation, regular communications, planning and presentations to the Steering Committee. Task Description: Provide campaign and promotion updates to the Santa Ana Project Manager through daily and weekly phone calls, emails and meetings (as needed or requested). Maintain weekly and monthly communication with the Steering Committee, including at least one in -person meeting a quarter. Responsibilities: WBC shall: a. Coordinate, manage and participate in at least one Steering Committee meeting per quarter b. Provide daily, weekly and monthly campaign and promotion updates to the Santa Ana Project Manager c. Manage ongoing expense tracker, budget and campaign schedule d. Submit task completion letters with task invoices to the Santa Ana Project Manager Santa Ana shall: c. Approve campaign progress, updates and promotions d. Support and facilitate partnering and sponsorship efforts with Steering Committee Completion Criteria: This task is considered complete upon completion of administrative deliverables and when the Santa Ana Project Manager signs the completion letter for the task. Planned completion and implementation is by the end of December 2019. Objective: Manage campaign including administration and communications to the Steering Committee and Santa Ana Project Manager through activities including, but not limited to, meetings, monthly activity reporting, programming documentation, regular communications, planning and presentations to the Steering Committee. Task Description: Provide campaign and promotion updates to the Santa Ana Project Manager through daily and weekly phone calls, emails and meetings (as needed or requested). Maintain weekly and monthly communication with the Steering Committee, including at least one in -person meeting a quarter. Responsibilities: WBC shall: a. Coordinate, manage and participate in at least one Steering Committee meeting per quarter b. Provide daily, weekly and monthly campaign and promotion updates to the Santa Ana Project Manager c. Manage ongoing expense tracker, budget and campaign schedule d. Submit task completion letters with task invoices to the Santa Ana Project Manager Santa Ana shall: a. Approve campaign progress, updates and promotions b. Support and facilitate partnering and sponsorship efforts with Steering Committee Completion Criteria: This task is considered complete upon completion of administrative deliverables and when the Santa Ana Project Manager signs the completion letter for the task. Planned completion and implementation is by the end of March 2020. TASK 2-D: READYOC STAKEHOLDER MEETING & PLANNING SESSIONS (APRIL-JUNE 2020) Objective: Manage campaign including administration and communications to the Steering Committee and Santa Ana Project Manager through activities including, but not limited to, meetings, monthly activity reporting, programming documentation, regular communications, planning and presentations to the Steering Committee. Task Description: Provide campaign and promotion updates to the Santa Ana Project Manager through daily and weekly phone calls, emails and meetings (as needed or requested). Maintain weekly and monthly communication with the Steering Committee, including at least one in -person meeting a quarter. Responsibilities: WBC shall: a. Coordinate, manage and participate in at least one Steering Committee meeting per quarter b. Provide daily, weekly and monthly campaign and promotion updates to the Santa Ana Project Manager c. Manage ongoing expense tracker, budget and campaign schedule d. Submit task completion letters with task invoices to the Santa Ana Project Manager Santa Ana shall: a. Approve campaign progress, updates and promotions b. Support and facilitate partnering and sponsorship efforts with Steering Committee Completion Criteria: This task is considered complete upon completion of administrative deliverables and when the Santa Ana Project Manager signs the completion letter for the task. Planned completion and implementation is by the end of June 2020. TASK 3: PET PREPARDNESS PROGRAM Objective: Leverage new research that connects pet ownership with a willingness to get prepared by creating a program around pet preparedness. This focus on pets aligns well with the Promise to Prepare and with the Ready Fox mascot, while opening up new outreach opportunities specific for pet owners. Activities will include reaching pet owners at events and at retail while also connecting with students through the campaign's education outreach program. Compelling content will also be generated on pet preparedness for the ROC mobile app, social media channels, community events, website and more. Task Description: See sub -tasks for descriptions. Responsibilities: See sub -tasks for specifics. Completion Criteria: This task is considered complete when all budgeted sub -tasks have been completed in their respective entirety and when the Santa Ana Project Manager signs the task completion letter. TASK 3-A: PET PREPAREDNESS CONTENT & COLLATERAL Objective: Develop a set of Pet Preparedness -focused content and collateral materials. Task Description: Craft Pet Preparedness materials that connect with the Promise to be Prepared (Promise to be Pet Prepared) and that support campaign efforts to generate preparedness action among OC families. Activities will include: a. Pet Preparedness Collateral Materials — create a minimum of 3 new collateral pieces such as coloring sheets, posters, flyers and other hard copy materials for use across the campaign. b. Pet Preparedness Illustrations — develop set of 5-6 illustrations that visually explain pet preparedness with dogs, cats, and livestock (color line drawings) for use in new collateral materials and for posting/download from the website. c. Pet-Themed DigitalNideo Content — create a minimum of 5 pieces of digital and/or video content with Pet Preparedness theme to promote preparedness messages and app downloads/website visits. Responsibilities: WBC shall: a. Create the content and seek plan and program approval from the Santa Ana Project Manager in alignment with the ROC Steering Committee b. Produce materials for use at events, via social media and website and other campaign channels. c. Produce materials for distribution via appropriate online, digital and mobile platforms Santa Ana shall: a. Approve collateral materials content and edits/refinements. Completion Criteria: This task is considered complete when each listed assignment is completed and when the Santa Ana Project Manager signs the task completion letter. Planned completion and implementation is by the end of August 2019. TASK 3-13: PET PREPAREDNESS INTEGRATED MICRO CAMPAIGN #1 Objective: Build and implement a "micro campaign" (a highly targeted promotion that is in -market for a specifically defined time period) focused on leveraging Pet Preparedness to actively promote and drive downloads/traffic to the ROC mobile app and ReadyOC.org site. Task Description: Create, distribute, manage and measure a digital, mobile and/or traditional media (i.e. bus advertising, bus shelter or other) integrated campaign that seeks to drive trackable mobile app downloads and/or website visits. The program will have a 4-8 week run and will feature the Pet Preparedness theme in static, illustrated and/or animated creative, touting the app/website. Mediums to be used may include mobile (i.e. CBS Mobile, Pandora, etc.), digital (via OutFront Media, W4 and others) and/or traditional non -digital media channels. Specific metrics will be developed and approved by the Project Manager prior to the micro campaign's launch. Responsibilities: WBC shall: Create the micro campaign and seek plan and program approval from the Santa Ana Project Manager in alignment with the ROC Steering Committee Implement and managed the approved campaign c, Provide campaign assessment and results Santa Ana shall: a. Approve the campaign and review progress/metrics reports Completion Criteria: This task is considered complete when the campaign is implemented and when the Santa Ana Project Manager signs the task completion letter. Planned completion and implementation is by the end of November 2019. TASK 3-13: PET PREPAREDNESS INTEGRATED MICRO CAMPAIGN #2 Objective: Build and implement a second round "micro campaign" that again leverages the Pet Preparedness theme to actively promote and drive downloads/traffic to the ROC mobile app and ReadyOC.org site. Task Description: Create, distribute, manage and measure a digital, mobile and/or traditional media (i.e. bus advertising, bus shelter or other) integrated campaign that seeks to drive trackable mobile app downloads and/or website visits. The program will be for a minimum run of 4-8 weeks and will feature the Pet Preparedness theme in static, illustrated and/or animated creative touting the app/website. Mediums to be used may include mobile (i.e. CBS Mobile, Pandora, etc.), digital (via OutFront Media, W4 and others) and/or traditional non -digital media channels. Specific metrics will be developed and approved by the Project Manager prior to the micro campaign's launch. Responsibilities: WBC shall: a. Create the micro campaign and seek plan and program approval from the Santa Ana Project Manager in alignment with the ROC Steering Committee b. Implement and managed the approved campaign c. Provide campaign assessment and results Santa Ana shall: a. Approve the campaign and review progress/metrics reports Completion Criteria: This task is considered complete when the campaign is implemented and when the Santa Ana Project Manager signs the task completion letter. Planned completion and implementation is by the end of March 2020. TASK 4: PROMISE TO PREPARE (P2P) PROMOTION Objective: Extend and maintain the momentum of the P2P program. The emphasis will be on strong public outreach presence, programming, media and marketplace exposure through the end of the contract period. The outreach team looks forward to reaching the milestone of 500,000 promises by the end of the contract period. Task Description: The promotion includes the ongoing public pronouncement that ROC will achieve tangible steps towards preparedness, or documented "Promises to Prepare," from Orange County residents, businesses and community members. This will be achieved through public outreach and media promotions including, but not limited to, the ROC Preparedness Bucket List program, Ready Sundays, video public service announcements (PSAs), smartphone app management and enhancements, and paid and/or earned media outreach. Responsibilities: See sub -tasks for specifics. Completion Criteria: This task is considered complete when all budgeted sub -tasks have been completed in their respective entirety and when the Santa Ana Project Manager signs the task completion letter. TASK 4-A: ROC EMERGENCY PREPAREDNESS BUCKET LIST Objective: Plan, develop and implement concept, distributing a minimum of 2,000 branded five -gallon ROC emergency preparedness buckets to Orange County community members. (Note: WBC in collaboration with the Santa Ana Project Manager will seek to expand the number of distributed buckets through partnering/sponsorship efforts with Lowe's and/or Home Depot). Task Description: Expand and enhance the existing Preparedness Bucket List program momentum that encourages Orange County residents to add preparedness to their "bucket list" — i.e. making sure residents receive a bucket and begin gathering emergency kit items. The ROC -branded buckets will be selectively promoted and distributed to OC community members as a demonstration of a simple preparedness step with suggestions included of what key emergency kit items to place within it. Along with serving as a tangible action step toward preparedness, the bucket concept offers numerous promotional opportunities via publicity, the website, social media and other ROC communication channels. An initial quantity of 2,000 branded buckets will be produced. WBC and the ROC team will also seek to expand the program and number of buckets to be distributed via corporate partnerships and sponsorships. Responsibilities: WBC shall: a. Plan and develop the program with approval from the Santa Ana Project Manager in alignment with the ROC Steering Committee b. Execute the program in accordance with approved plans Santa Ana shall: a. Approve initiative concepts and materials b. Support and facilitate partnering and sponsorship efforts 10 Completion Criteria: This task is considered complete upon the production of a minimum of 2,000 buckets and when the Santa Ana Project Manager signs the task completion letter (distribution occurs throughout the contract period). Planned completion of the bucket purchase will be by September 2019. TASK 4-13: MEDIA PROMOTIONS (FALL 2019) Objective: Develop and implement media promotions and concentrated publicity outreach to local print, online, broadcast and/or theater/cinema outlets to promote ROC programming elements, the Promise to Prepare initiatives and the calendar of activities. Task Description: Develop and implement media promotions including, but not limited to, enhancement of the ROC smartphone app, advertising and/or online promotions, video PSA creation and media outreach to local outlets to direct OC residents to commit to preparedness steps. Task includes ongoing measurement and tracking of promotional elements. Activities will include: Wildfire -Focused Campaign — The 2019/2020 wildfire season is projected to be significant so our fall promotion will draw attention to the situation and to helping residents prepare for potential evacuations. Content will be created for placement on all digital platforms while other efforts will boost and support messages and content emanating from Orange County Fire Authority. Video PSA — create at least one updated and engaging :30-second video PSA via Final Cut Pro or similar application to increase exposure of ROC in OC community via the ROC website, YouTube channel, city websites and potentially local public access stations, selected regional theatre venues, etc. Responsibilities: WBC shall: a. Develop the initiative and seek plan and program approval from the Santa Ana Project Manager in alignment with the ROC Steering Committee b. Execute the promotions in accordance with the approved plan Santa Ana shall: a. Approve plan and promotion elements Completion Criteria: This task is considered complete upon the completion or booking and scheduling of the deliverables, given media requirements in some instances for upfront payment and when the Santa Ana Project Manager signs the task completion letter. Planned completion and implementation will be by end of October 2019. I TASK 4-C: MEDIA PROMOTIONS (SPRING 2020) Objective: Develop and implement media promotions and concentrated publicity outreach to local print, online, broadcast and/or theater/cinema outlets to promote ROC programming elements, the Promise to Prepare initiatives and the calendar of activities. Task Description: Develop and implement media promotions including, but not limited to, enhancing the ROC smartphone app, advertising and/or online promotions, video PSA creation and media outreach to local outlets to direct OC residents to commit to preparedness steps. Task includes ongoing measurement and tracking of promotional elements. Activities will include: a. Emergency -Specific Outreach — based on feedback from the Fall 2019 wildfire preparedness campaign, this spring campaign will focus on any specific potential emergencies that are specific to the time period. We will also tap into the Steering Committee for ideas and specific direction that is pertinent to the specific time period of Q1-2020. b. Video PSA — leverage existing video PSA via Final Cut Pro or similar application from Task 4-13 and focus on efforts to expand exposure of ROC via additional placements within the OC community via the ROC website, YouTube channel, city websites, local public access stations, selected regional theatre venues, etc. Responsibilities: WBC shall: a. Develop the initiative and seek plan and program approval from the Santa Ana Project Manager in alignment with the ROC Steering Committee b. Execute the promotions in accordance with the approved plan Santa Ana shall: a. Approve plan and promotion elements Completion Criteria: This task is considered complete upon the completion or booking and scheduling of the deliverables, given media requirements in some instances for upfront payment and when the Santa Ana Project Manager signs the task completion letter. Planned completion and implementation will be by the end of March 2020. TASK 4-D: SOCIAL MEDIA & BROADCAST VIDEO PROMOTION (FALL 2019) Objective: Create and distribute a series of videos that emphasis the P2P campaign with time -sensitive themes emphasizing the dangers of wildfires and importance of honoring evacuation notices. 12 Task Description: Research, identify, plan and produce one creative 30-second video concept using "illustrative" techniques for distribution via social media, website and/or broadcast platforms (local cable TV, theatres, etc.). Responsibilities: WBC shall: a. Plan, develop and produce the video with approval from the Santa Ana Project Manager in alignment with the ROC Steering Committee b. Execute distribution in accordance with approved plans Santa Ana shall: a. Approve initiative concepts, production and distribution plan Completion Criteria: This task is considered complete upon completion of all tasks and when the Santa Ana Project Manager signs the task completion letter. Planned completion and implementation will be by November 2019. TASK 4-E: SOCIAL MEDIA & BROADCAST VIDEO PROMOTION (SPRING 2020 Objective: Create and distribute a series of compelling video PSAs that focus on emergency threats specific to the season and time period in early 2020, with a goal that viewers of the PSAs will make their promise to prepare and/or sign up for the ReadyOC mobile app and AlertOC notification system. Task Description: Research, identify, plan and produce one creative 30-second video concept using "illustrative" techniques for distribution via social media, website and/or broadcast platforms (local cable TV, theatres, etc.). Responsibilities: WBC shall: a. Plan, develop and produce the video with approval from the Santa Ana Project Manager in alignment with the ROC Steering Committee b. Execute distribution in accordance with approved plans Santa Ana shall: a. Approve initiative concepts, production and distribution plan Completion Criteria: This task is considered complete upon completion of all tasks and when the Santa Ana Project Manager signs the task completion letter. Planned completion and implementation will be by May 2020. 13 TASK 5: EDUCATION -BASED OUTREACH AND MEDIA RELATIONS Objective: Continue to execute activities with OC education organizations, schools and after -school programs to support ROC emergency preparedness efforts and the Promise to Prepare initiative. This includes leveraging, as needed, the previously created Ready Fox character - based programming/assembly. Also included in this task is a dedicated media relations effort designed to identify and secure editorial placements with OC- and LA -based news outlets. Task Description: See sub -tasks for specifics. Responsibilities: See sub -tasks for specifics. Completion Criteria: This task is considered complete when all budgeted sub -tasks have been completed in their respective entirety. TASK 5-A: MEDIA RELATIONS OUTREACH (AUG-OCT 2019) Objective: - Apply the `Three Cs" of media relations - 1) Communicate news about the ReadyOC campaign, 2) Capitalize on news of the day pertaining to readiness, and 3) Create news about the ReadyOC campaign - in support of educational programming, family preparedness planning and the overall Promise to Prepare initiative. Task Description: Implement a monthly effort to identify, craft, coordinate and deliver stories about preparedness in Orange County in ways that help secure editorial coverage by print, digital/online, radio and television news outlets. Efforts will also be made to offer county resources - Fire and PD chiefs, subject matter experts, elected officials - to reporters and producers when news attention is trained on emergencies and threats. At least one story relating to ReadyOC and/or preparedness will be crafted each month. Responsibilities: WBC shall: a. Develop the initiative and seek plan (and creative, if needed) approval from the Santa Ana Project Manager in alignment with the ROC Steering Committee Santa Ana shall: a. Approve plan and activities Completion Criteria: This task is considered complete upon purchase and implementation of the bus advertising and when the Santa Ana Project Manager signs the task completion letter. Completion is planned to occur by October 2019. 14 TASK 5-13: MEDIA RELATIONS OUTREACH (NOV 2019-JAN 2020 Objective: Apply the "Three Cs" of media relations — 1) Communicate news about the ReadyOC campaign, 2) Capitalize on news of the day pertaining to readiness, and 3) Create news about the ReadyOC campaign — in support of educational programming, family preparedness planning and the overall Promise to Prepare initiative. Task Description: Implement a monthly effort to identify, craft, coordinate and deliver stories about preparedness in Orange County in ways that help secure editorial coverage by print, digital/online, radio and television news outlets. Efforts will also be made to offer county resources — Fire and PD chiefs, subject matter experts, elected officials — to reporters and producers when news attention is trained on emergencies and threats. At least one story relating to ReadyOC and/or preparedness will be crafted each month. Responsibilities: WBC shall: a. Develop the initiative and seek plan (and creative, if needed) approval from the Santa Ana Project Manager in alignment with the ROC Steering Committee Santa Ana shall: a. Approve plan and activities Completion Criteria: This task is considered complete upon purchase and implementation of the bus advertising and when the Santa Ana Project Manager signs the task completion letter. Completion is planned to occur by January 2020. TASK 5-C: MEDIA RELATIONS OUTREACH (FEB-APRIL 2020 Objective: Apply the "Three Cs" of media relations — 1) Communicate news about the ReadyOC campaign, 2) Capitalize on news of the day pertaining to readiness, and 3) Create news about the ReadyOC campaign — in support of educational programming, family preparedness planning and the overall Promise to Prepare initiative. Task Description: Implement a monthly effort to identify, craft, coordinate and deliver stories about preparedness in Orange County in ways that help secure editorial coverage by print, digital/online, radio and television news outlets. Efforts will also be made to offer county resources — Fire and PD chiefs, subject matter experts, elected officials — to reporters and producers when news attention is trained on emergencies and threats. At least one story relating to ReadyOC and/or preparedness will be crafted each month. Responsibilities: WBC shall: a. Develop the initiative and seek plan (and creative, if needed) approval from the Santa Ana Project Manager in alignment with the ROC Steering Committee 15 Santa Ana shall: a. Approve plan and activities Completion Criteria: This task is considered complete upon purchase and implementation of the bus advertising and when the Santa Ana Project Manager signs the task completion letter. Completion is planned to occur by April 2020. TASK 5-D: SCHOOL ASSEMBLIES PROGRAM (FALLIWINTER 2019) Objective: Continue implementation of the successful Ready Fox/Promise to Prepare school assembly educational programming. This will be accomplished through a multitude of activities, including expanded assemblies, presentations to community and stakeholder groups, bus advertising and more. Task Description: Handle all aspects of programming, materials development and distribution, school assemblies and other activities/events. Activities and assignments include: a. Elementary School Assembly Program - extend and implement elementary school assembly program and promotion throughout Orange County, seeking to conduct approximately 8 total assemblies during the contracted period. i. This encompasses scheduling, supporting and promoting assemblies leveraging Officer John Reed or another professional speaker with elementary schools throughout Orange County. ii. Officer John Reed/professional speaker is responsible for conducting assemblies on his own, with the exception of 1-2 assemblies which will be additionally staffed for formal research and feedback as well as for quality control. iii. Tasks include booking assemblies, managing the annual calendar, promoting events through OCDE, school districts and individual school sites, capturing, posting and distributing video, photos and other content, creating and distributing information kits, post -event school follow-up and more. iv. Ongoing documentation and management of assembly program metrics. OCDE & School Districts Communication Program - develop and disseminate regular quarterly communications that promote ROC and P2P emergency preparedness initiatives to and through the county (OCDE) and school districts. Responsibilities: WBC shall: a. Develop the initiative and seek plan approval from the Santa Ana Project Manager in alignment with the ROC Steering Committee Santa Ana shall: a. Approve plan and activities 16 Completion Criteria: This task is considered complete upon delivery of presentations to the required schools and when the Santa Ana Project Manager signs the task completion letter. Completion is planned to occur by December 2019. TASK 6-E: READY FOX ASSEMBLIES PROGRAM (WINTER/SPRING 2020) Objective: Continue implementation of the successful Ready Fox/Promise to Prepare school assembly educational programming. This will be accomplished through a multitude of activities, including expanded assemblies, presentations to community and stakeholder groups, bus advertising and more. Task Description: Handle all aspects of programming, materials development and distribution, school assemblies and other activities/events. Activities and assignments include: Elementary School Assembly Program - extend and implement elementary school assembly program and promotion throughout Orange County, seeking to conduct approximately 8 total assemblies during the contracted period. i. This encompasses scheduling, supporting and promoting assemblies leveraging Officer John Reed or another professional speaker with elementary schools throughout Orange County. ii. Officer John Reed/professional speaker is responsible for conducting assemblies on his own, with the exception of 1-2 assemblies which will be additionally staffed for formal research and feedback as well as for quality control. iii. Tasks include booking assemblies, managing the annual calendar, promoting events through OCDE, school districts and individual school sites, capturing, posting and distributing video, photos and other content, creating and distributing information kits, post -event school follow-up and more. iv. Ongoing documentation and management of assembly program metrics. b. OCDE & School Districts Communication Program - develop and disseminate regular quarterly communications that promote ROC and P2P emergency preparedness initiatives to and through the county (OCDE) and school districts. Responsibilities: WBC shall: a. Develop the initiative and seek plan approval from the Santa Ana Project Manager in alignment with the ROC Steering Committee Santa Ana shall: a. Approve plan and activities Completion Criteria: This task is considered complete upon delivery of presentations to the required schools and when the Santa Ana Project Manager signs the task completion letter. Completion is planned to occur by May 2020. 17 TASK 5-F: PROFESSIONAL SERVICES STAFFING Objective: Provide professional staffing through Officer John Reed for education -based outreach such as school assemblies, after -school programs and other similar activities supporting the ROC campaign. Task Description: Officer Reed leads all staffing for school assemblies and other education -based programming. This includes staffing a minimum of two dozen elementary school assembly programs based on an annual events calendar coordinated, booked and administered by the Westbound team. This task covers both professional services fees and out of pocket costs for expenses such as mileage and materials. Responsibilities: WBC shall: Develop the initiative and seek plan approval from the Santa Ana Project Manager in alignment with the ROC Steering Committee Santa Ana shall: a. Approve plan and activities Completion Criteria: Services and costs under this task, since they are professional services, are invoiced monthly as accrued by Officer Reed. Detailed time sheets and expense reports will be submitted with all invoices. Completion of all assignments under this contract will occur by May 2020. TASK 6: COMMUNITY & CITIZENS OUTREACH Objective: Develop and implement ongoing community and citizens' outreach at targeted community, emergency preparedness, faith -based and other designated events and/or presentation venues, seeking to reach and engage with hundreds of thousands of citizens and community members. Task Description: See sub -tasks for specifics. Responsibilities: See sub -tasks for specifics. Completion Criteria: This task is considered complete when all budgeted sub -tasks have been completed in their respective entirety. is TASK 6-A: COMMUNITY & CITIZENS OUTREACH (FALL 2019) Objective: Develop and implement ongoing community and citizens' outreach at targeted community, emergency preparedness, faith -based and other designated events and/or presentation venues, seeking to reach and engage with hundreds of thousands of citizens and community members. Task Description: Calendar, staff and manage up to 8 community (ex. Irvine Global Village Festival) and emergency preparedness (ex. Dana Point Preparedness Expo) events as well as presentations and faith -based Ready Sunday events to targeted community organizations/groups. Activities include: a. Master Community & Citizen Events Calendar - create and manage a master annual calendar for all milestone events that ROC will participate in and/or staff in support of emergency preparedness outreach efforts and the P2P initiative. b. Event Promotion & Staffing - promote and staff (as appropriate) up to 8 community events throughout Orange County that are aligned with the Master Community & Citizen Events Calendar. Event activities may include table displays, team presentations, ROC/P2P materials and giveaway distribution and more. c. Manage the ongoing reporting and measurement of campaign data including event impressions, promises, etc. Responsibilities: WBC shall: a. Develop the outreach and seek plan approval from the Santa Ana Project Manager in alignment with the ROC Steering Committee b. Execute the outreach in accordance with the approved plan Santa Ana shall: a. Approve plan and promotional elements Completion Criteria: This task is considered complete upon the completion of the calendared event outreach and when the Santa Ana Project Manager signs the task completion letter. Completion is planned December 2019. TASK 6-13: COMMUNITY & CITIZENS OUTREACH (WINTER/SPRING 2020) Objective: Develop and implement ongoing community and citizens' outreach at targeted community, emergency preparedness, faith -based and other designated events and/or presentation venues, seeking to reach and engage with hundreds of thousands of citizens and community members. 19 Task Description: Calendar, staff and manage up to 8 community (ex. Rossmoor Community Festival) and emergency preparedness (ex. OCWD Children's Water Festival) events as well as presentations and faith -based Ready Sunday events to targeted community organizations/groups. Activities include: a. Master Community & Citizen Events Calendar - create and manage a master annual calendar for all milestone events that ROC will participate in and/or staff in support of emergency preparedness outreach efforts and the P2P initiative. b. Event Promotion & Staffing - promote and staff (as appropriate) up to 8 community events throughout Orange County that are aligned with the Master Community & Citizen Events Calendar. Event activities may include table displays, team presentations, ROC/P2P materials and giveaway distribution and more. c. Manage the ongoing reporting and measurement of campaign data including event impressions, promises, etc. Responsibilities: WBC shall: a. Develop the outreach and seek plan approval from the Santa Ana Project Manager in alignment with the ROC Steering Committee b. Execute the outreach in accordance with the approved plan Santa Ana shall: a. Approve plan and promotional elements Completion Criteria This task is considered complete upon the completion of the calendared event outreach and when the Santa Ana Project Manager signs the task completion letter. Completion is planned by May 2020. TASK 7: PARTNERING. PIGS AND PRESENTATIONS Objective: Continue managing current Corporate Advisory Council (CAC) group with emphasis on enhancing participation benefits, retaining current active members, and expanding successes in leveraging CAC resources, connections and contributions to the overall ROC initiative during the contract period. However, while the CAC exists as a designation (and any benefits) for its members, the goal of this task is to amplify the ReadyOC and P2P message through partnerships with public and private organizations; through Public Information Officers (PIOs) on behalf of OC government agencies; and through educational presentations that the ReadyOC outreach team gives during the contract period. Task Description: See sub -tasks for specifics. Responsibilities: See sub -tasks for specifics. 20 Completion Criteria: This task is considered complete when all budgeted sub -tasks have been completed in their respective entirety. TASK 7-A: PARTNERING, PIOS AND PRESENTATIONS (JULY-DEC 2019) Objective: Continue managing current CAC group with emphasis on enhancing participation benefits while also leveraging CAC resources, connections and contributions to the overall ROC initiative during the year. Meanwhile, a list of PIOs will be built with the goal of establishing complementary relationships where social media posts are shared and new audiences are reached with the ROC message through the followers of key PIOs. Task Description: Continue momentum in expanding and leveraging key partnerships to help provide opportunities, extensions, and ongoing support for ROC. Activities include: a. Secure and promote partnerships that promote ROC and preparedness efforts across. OC — continue to leverage and refine the designated CAC ambassadors to facilitate and deepen relationship efforts while also making requests for in -kind donations and support. b. Build List of PIOs — build a database of PIOs for as many government jurisdictions as possible — cities, water districts, fire departments, police departments, etc. — and ask them to share messages about preparedness. c. Presentations — Make presentations to key groups that are linked to preparedness efforts. The ReadyOC outreach team will make a minimum of two presentations to groups such as OCEMO, Interfaith Council, Water Continuity Group, PD Chiefs, Chambers of Commerce, etc.in support of ROC and with a goal of promoting partnerships and message sharing. Responsibilities: WBC shall: Develop and implement the program with approval from the Santa Ana Project Manager in alignment with the ROC Steering Committee Santa Ana shall: a. Approve the program and promotional efforts Completion Criteria: This task will be implemented throughout the performance period and when the Santa Ana Project Manager signs the task completion letter. Completion is planned to occur by December 2019. TASK 7-13: PARTNERING, PIOS AND PRESENTATIONS (JAN-APRIL 2020) Objective: Continue managing current CAC group with emphasis on enhancing participation benefits while also leveraging CAC resources, connections and contributions to the overall ROC 21 initiative during the year. Meanwhile, a list of PIOs will be built with the goal of establishing complementary relationships where social media posts are shared and new audiences are reached with the ROC message through the followers of key PIOs. Task Description: Continue momentum in expanding and leveraging key partnerships to help provide opportunities, extensions, and ongoing support for ROC. Activities include: a. Secure and promote partnerships that promote ROC and preparedness efforts across OC — continue to leverage and refine the designated CAC ambassadors to facilitate and deepen relationship efforts while also making requests for in -kind donations and support. b. Build List of PIOs — build a database of PIOs for as many government jurisdictions as possible — cities, water districts, fire departments, police departments, etc. — and ask them to share messages about preparedness. c. Presentations — Make presentations to key groups that are linked to preparedness efforts. The ReadyOC outreach team will make a minimum of two presentations to groups such as OCEMO, Interfaith Council, Water Continuity Group, PD Chiefs, Chambers of Commerce, etc.in support of ROC and with a goal of promoting partnerships and message sharing. Responsibilities: WBC shall: a. Develop and implement the program with approval from the Santa Ana Project Manager in alignment with the ROC Steering Committee Santa Ana shall: a. Approve the program and promotions! efforts Completion Criteria: This task will be implemented throughout the performance period and when the Santa Ana Project Manager signs the task completion letter. Completion is planned to occur by April 2020 TASK 8: WEBSITE, SOCIAL MEDIA & MOBILE OUTREACH AND MAINTENANCE Objective: Update, manage, host and maintain the ReadyOC.org website and provide recommendations for updates to improve the user experience and functionality. Also update, manage and maintain campaign social media channels 24/7 during the contract term. Website and social media will be leveraged to continue to support the campaign's public awareness and engagement activities. Task Description: See sub -tasks for specifics. Responsibilities: See sub -tasks for specifics. 22 Completion Criteria: This task is considered complete when all budgeted sub -tasks have been completed in their respective entirety. Objective: Update, manage, host and maintain the ReadyOC.org website and provide recommendations for updates to improve the user experience and functionality. Also update, manage and maintain campaign social media channels, Twitter, Facebook, Instagram and YouTube, 24/7 through the fall 2019. Task Description: Handle all aspects of website and social media updates, optimization, hosting, maintenance, management and metrics/reporting needs in accordance with ROC approved processes and protocols. a. Web Hosting Service — coordinate and maintain third party hosting service for website on annual basis with service provider b. Interactive Web Elements - create and implement two Final Cut Pro presentations (online video/photo presentations) and three to four new focus area updates for the website homepage per month c. Quality Check — implement a quality check of all links, content and verbiage of the ReadyOC.org website to ensure content is up-to-date for visitors d. Social Media Content - create and share engaging photo, video and relevant preparedness content via social media channels. e. Manage and Enhance ROC Smartphone App —send monthly push notifications, update technical features and enhance smartphone app for Apple and Android mobile and tablet products with a new feature such improvement navigation and database functionality. f. App Promotion Plan & Program — develop and implement plan to promote and drive app downloads. This will include a mix of publicity, advertising, video, website, social media and other offline and online marketing elements. g. Manage the ongoing reporting and measurement of campaign data social media impressions and website traffic, and app downloads among others. Responsibilities: WBC shall: a. Develop the initiative, elements and seek plan approval from the Santa Ana Project Manager in alignment with the ROC Steering Committee RnnFVTA% 1�ITMI a. Approve web elements, collateral materials and social media plan Completion Criteria: This task is considered complete upon the completion of the support period and when the Santa Ana Project Manager signs the task completion letter. Completion is planned by October 2019. 23 TASK 8-13: WEBSITE, SOCIAL MEDIA, ONLINE & MOBILE APP OUTREACH AND MAINTENANCE (WINTER/SPRING 2020) Objective: Update, manage, host and maintain the ReadyOC.org website and provide recommendations for updates to improve the user experience and functionality. Also update, manage and maintain campaign social media channels, Twitter, Facebook, Instagram and YouTube, 24/7 during this period. Task Description: Handle all aspects of website and social media updates, optimization, hosting, maintenance, management and metrics/reporting needs in accordance with ROC approved processes and protocols. a. Web Hosting Service — coordinate and maintain third party hosting service for website on annual basis with service provider b. Interactive Web Elements - create and implement two Final Cut Pro presentations (online video/photo presentations) and three to four new focus area updates for the website homepage per month c. Quality Check — implement a quality check of all links, content and verbiage of the ReadyOC.org website to ensure content is up-to-date for visitors d. Social Media Content - create and share engaging photo, video and relevant preparedness content via social media channels. e. Manage and Enhance ROC Smartphone App —send monthly push notifications, update technical features and enhance smartphone app for Apple and Android mobile and tablet products with a new feature such improvement navigation and database functionality. f. App Promotion Plan & Program — develop and implement plait to promote and drive app downloads. This will include a mix of publicity, advertising, video, website, social media and other offline and online marketing elements. g. Manage the ongoing reporting and measurement of campaign data social media impressions and website traffic, and app downloads among others. Responsibilities: WBC shall: a. Develop the initiative, elements and seek plan approval from the Santa Ana Project Manager in alignment with the ROC Steering Committee Santa Ana shall: a. Approve web elements, collateral materials and social media plan Completion Criteria: This task is considered complete upon the completion of the support period and when the Santa Ana Project Manager signs the task completion letter. Completion is planned by the end of March 2020. 24 TASK 9: COLLATERAL MATERIALS Objective: Develop, produce and update ROC and P2P collateral materials for use in all programming as appropriate. Task Description: Handle design, writing, production and distribution of all materials supporting ROC and P2P initiatives. The following are recommendations for items and quantities to be ordered. However, in the marketing roadmap more specific recommendations will be made that could include slight changes and/or additions to this list. a. ROC Preparedness Bucket List Flyers, 2,000 total quantity with checklist b. ROC Family Emergency Plans, 15,000 total quantity c. P2P Fact Sheets, 15,000 total quantity Responsibilities: WBC shall: a. Develop all materials and seek approval from the Santa Ana Project Manager in alignment with the ROC Steering Committee b. Produce materials in accordance with Steering Committee approvals Santa Ana shall: a. Approve materials Completion Criteria: This task is considered complete upon the order or delivery of the promotional materials, given requirements in some Instances for upfront payment, and when the Santa Ana Project Manager signs the task completion letter. Completion is planned to occur by November 2019. TASK 10: PROMOTIONAL MATERIALS Objective: Develop, produce and update ROC and P2P promotional materials for use in all programming as appropriate. Task Description: Handle design, writing, and production of all materials supporting ROC and P2P initiatives. a. ROC/P2P "Premium" Giveaway Item, 10,000 total quantity (replacement to wristbands and first aid kits from previous years) b. ROC/P2P Emergency Document Bags, 15,000 total quantity c. ROC/P2P Extra Premium: Giveaway Item, 1,000 total quantity d. Preparedness "Starter Kits — 50 Preparedness "starter" kits with a higher perceived value to be distributed through raffle prizes, at partnership events and for VIPs. Responsibilities: WBC shall: 25 a. Develop all materials and seek approval from the Santa Ana Project Manager in alignment with the ROC Steering Committee b. Produce materials in accordance with Steering Committee approvals Santa Ana shall: a. Approve materials Completion Criteria: This task is considered complete upon the order or delivery of the promotional materials, given requirements in some instances for upfront payment, and when the Santa Ana Project Manager signs the task completion letter. Completion is planned to occur by November 2019. TASK 11: MOBILE APP DEVELOPMENT Objective: Complete the full revamp of the campaign mobile app for both iOS and Google Play. Task Description: Process second and final installment for the complete revamp of the ReadyOC mobile app, as approved by the SAPD under the previous year's scope of work. a. Work with app developer to ensure the successful public launch of the app. b. Submit second and final installment for the mobile app: Responsibilities: WBC shall: a. Execute testing of the mobile app and oversee public launch. Santa Ana shall: a. Assist with app launch as necessary Completion Criteria: This task is considered complete upon the launch of the new mobile app and when the Santa Ana Project Manager signs the task completion letter. Completion is planned to occur by August 2019. 26 61 I O O O O O O O O O O O Dn O O O O2 O O O O O O O O2 O O7 O O O N O N_ N N N N N O N N N N N p N N O NN NN O O N NN N N N N N N N Oo O O O Or. O Z n Z 0 0¢ 0 2 Q 200 Z Z Q g 0 o 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 o 0 O 0 0 0 0 0- 0 0 o 0 d 0 d 0 d o S d g g d o o d o d o 0 0 0 0 o d o d d- 0 0 0 0 0 o S o o In LQ o 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0- I� N N' CV N' In (V N N N N O O O O O O O l() t0 m O CO O O CO O' O- Vi V3 M EA kA ER 49 V3 64 M EA fPr 4i Vd fA Vi E9 V! U? fA EA fA fH V3 fA V3 V3 ffY m N N O O N UUZ N Q N N m c O V N Q N Z' O N Q N -Zj O O N N N .. � d . c A LLB o m 0 QQ io 'a Z Z C C c C O d. O O Z 4U c c G c U E 00 E U :P O 0 :P O 0~ F c O N N O N N y O y O ¢ f O, U m U N Y awww>a o o m ao_g — Q ^Z O O O Vl O w N m@ N z= U U Z N N c U a 'O Z W O N -O 5 'O 5 s 7 O a N �y, C Z m N m N Q N d \¢ W t] 0 0 F- OF N W¢ Z L m E uW, U OOr'�a0 Q d a m C7w 0 @- c cmi �i i�'f5 ¢ W xf f�aaaa(7 0---0 tO .to @ @Z¢ N N N W Y K W L L L L O 1A N N a a - N cO fq cO p] p] O O O a fIJ Q N N W U U MI N N (/1 z Y Y Y Y N N 0 U a 'L @ N @ N @ N @ N N UJ O O @ N U a c o c o c o M E .O E S = N =C IXS M > > W a w �. 0 O Q E E� a W p. 0 0 0 y F f W N �OOOOZ an d m�LLaa��� a> m mQ y V c �O t'-� pi> �Qaaaa @@@@ W a`a a`a U'O �0 tO b'c>'�+O m mOa�K mm@o.Z>.EE E Ed E' mmUaa L^ w �w a o �ir o¢ O N �2wo 0 0 0 Z 'o 'o O L Z} o�UU? 0 0 c m c m� O N N p4 0 0 Of w mmmr w W �n 0- m :2 m8-i 00 w Z n a a w w F i i per, ' i N i i V LL a W FZ. f H 0 W 1 w O R a W 6�.0 UdM Q m U 0 Q m G Q M U o w Q m U W lL ¢ O] Q f11 w w Y Y Y Y Y Y Y Y Y Y In 1f) l0 N N � `� `� ai Y Y HI-FF-Y I- FF.1 HF-F-F-i-Y m m m Y m m Y m mY F HYYY Exhibit B-1 If You See Something, Say Something (S4) — OC Initiative FYI S4 STATEMENT OF WORK General Information: The following Statement of Work (SOW) defines the principle activities and responsibilities of all parties for public outreach services to support the "If You See Something, Say Something" (S4) initiative for Orange County. This scope of work shall stand as an agreement between the City of Santa Ana (hereinafter Santa Ana) and Westbound Communications (hereinafter WBC). WBC will supply the following services during a 12-month term: o S4 Media Promotions o Paid and sponsored advertising o Public Service Announcements (PSAs) o Earned media (editorial publicity) o Marketing Support for S4 Program 0 2019/2020 marketing road map o Citizen and community outreach o Promotional partnering o Event marketing o Project Administration Services o S4 Microsite and Social Media Platform Management o Site maintenance management o Social media content development and outreach o Social media maintenance management No deviation of this SOW will be allowed without written consent from the Santa Ana Project Manager. Nevertheless, Santa Ana recognizes that projects of this magnitude will likely encounter various unforeseeable events that may cause tasks to overlap or change, and such change will be permissible with the approval of Santa Ana Project Manager, This SOW is contingent upon both WBC and Santa Ana fulfilling their respective responsibilities as defined in the Agreement and within this document. Contents The following are included with this SOW: Task Descriptions Project Change Order Project Schedule • Milestone Payment Schedule General Project Management Responsibilities Project management occurs throughout the project and is involved in every task. The overall project management activities are listed here for reference. Westbound Responsibilities: a. Maintain project communications with Santa Ana's Project Manager. b. Manage the efforts of the WBC staff and coordinate WBC activities with the Santa Ana Project Manager. c. Conduct on -site status meetings with Santa Ana's Project Manager on a monthly basis or when reasonably required at the discretion of Santa Ana to discuss project status. d. Provide timely responses, within ten (10) business days, to issues raised by Santa Ana's Project Manager. e. Prepare and submit, no later than the fifth business day of each month, a status report that includes: the accomplishments of the previous month, activities planned for the current month and any update to the project schedule. f. Prepare and submit project Change Proposals to Santa Ana's Project Manager as necessary. g. Prepare and submit Task Completion Letter(s) to Santa Ana's Project Manager as necessary. Santa Ana Responsibilities: a. Maintain project communications with the WBC Project Manager. b. Manage the efforts of S4 involved staff and coordinate S4 activities with the WBC Project Manager. c. The Project Manager must ensure that their personnel have ample time, resources, and expertise to carry out their respective tasks and responsibilities. d. The Project Manager or his designee will participate in the status meeting with the WBC Project Manager on a monthly basis or as may otherwise be reasonably required to discuss project status. e. Provide timely responses, within ten (10) business days, to issues raised by the WBC Project Manager. f. Liaison with all Santa Ana -provided third -party vendors and associated systems. g. Ensure acceptable Change Orders are approved by authorized signature(s). h. Ensure acceptable Task Completion Letter(s) are approved by the Project Manager or his designee. i. Ensure timely payment of invoices. j. Ensure WBC access to server and network equipment and work areas on a 24x7 basis, with pre -authorization for off -hours. k. Provide workspace for WBC personnel as reasonably requested. SOW Format: Each task includes the following: Title, Objective, Task Description, Responsibilities and Completion Criteria. The tasks are depicted on the project schedule. All parties recognize that the SOW is not formatted chronologically with contractual obligations defaulting to Project Schedule unless otherwise noted. TASK 1: 2019-2020 S4 MARKETING ROAD MAP Objective: Create, establish and implement a formal marketing plan and road map to best promote and provide outreach for S4 during the campaign period. The road map will include project schedules, management procedures and proposed activities. Task Description: Develop, refine, review and approve plan for all campaign initiatives, including the marketing plan and project schedule. Activities include: a. Launch Meetings — conduct a minimum of two meetings with the Santa Ana Project Manager and one meeting with the S4 Steering Committee to present strategies and recommendations to get approval to proceed with the Road Map. b. 2019-20 Marketing Road Map — develop and submit a comprehensive marketing communications and promotions plan detailing strategies, objectives, tasks, schedules and metrics for all S4 activities during the contracted period. This includes delivery of a 20-30 slide PowerPoint deck plan that details all strategic goals and recommended programming for review by the S4 Steering Committee and for final approval by the Santa Ana Project Manager. c. Project Schedule — develop and complete a comprehensive project schedule that details timing for all activities. d. Project Management & Control Procedures — review and update, as needed, all currently approved control and administrative procedures (change orders, approval processes, etc.) and documents currently on file with the Santa Ana Project Manager. Responsibilities: WBC snail: a. Develop the initiative and seek plan approval from the S4 Steering Committee b. Execute the road map in accordance with approved plans Santa Ana shall: a. Approve the plan and promotion elements Completion Criteria: This task is considered complete upon the completion of the above deliverables and when the Santa Ana Project Manager signs the task completion letter. Planned completion and invoicing will be in July 2019. TASK 2: S4 STAKEHOLDER MEETINGS & PLANNING SESSIONS Objective: Manage campaign administration and updates to the Steering Committee and Santa Ana Project Manager through activities including, but not limited to, meetings, monthly activity reporting, programming documentation, and regular communications and presentations to Steering Committee. Task Description: Provide campaign and promotion updates to the Santa Ana Project Manager through daily and weekly phone calls, emails and meetings (as needed or requested). Maintain weekly and monthly communication with the S4 Steering Committee, including at least one in -person meeting a quarter. Responsibilities: WBC shall: a. Coordinate, manage and participate in at least one Steering Committee meeting per quarter b. Provide daily, weekly and monthly campaign and promotion updates to the Santa Ana Project Manager c. Manage ongoing expense tracker, budget and campaign schedule d. Submit task completion letters with task invoices to the Santa Ana Project Manager Santa Ana shall: a. Approve campaign progress, updates and promotions b. Support and facilitate partnering and sponsorship efforts with Steering Committee Completion Criteria: This task is considered complete upon completion of administrative deliverables and when the Santa Ana Project Manager signs the completion letter for each subtask noted below. To assure cost and quality controls while accommodating the monthly nature of required work, the task completion is divided into quarterly periods, with each period being considered completed as described in the following subtasks. TASK 2-A: S4 STAKEHOLDER MEETING & PLANNING SESSIONS (JULY-SEPT 2019) Objective: Manage campaign administration and updates to the Steering Committee and Santa Ana Project Manager through activities including, but not limited to, meetings, monthly activity reporting, programming documentation, regular communications and presentations to Steering Committee. Task Description: Provide campaign and promotion updates to the Santa Ana Project Manager through daily and weekly phone calls, emails and meetings (as needed or requested). Maintain weekly and monthly communication with the Steering Committee, including at least one formal meeting/conference call during the quarter, unless otherwise directed and approved by the Santa Ana Project Manager. Responsibilities: WBC shall: a. Coordinate, manage and participate in at least one Steering Committee meeting b. Provide daily, weekly and monthly campaign and promotion updates to the Santa Ana Project Manager c. Manage ongoing expense tracker, budget and campaign schedule d. Submit task completion letters with task invoices to the Santa Ana Project Manager Santa Ana shall: a. Approve campaign progress, updates and promotions b. Support and facilitate partnering and sponsorship efforts with Steering Committee Santa Ana shall: a. Approve campaign progress, updates and promotions Completion Criteria: This task is considered complete upon completion of administrative deliverables and when the Santa Ana Project Manager signs the completion letter for the task. Planned completion and implementation is by the end of September 2019. TASK 2-B: S4 STAKEHOLDER MEETINGS & PLANNING SESSIONS (OCT-DEC 2019) Objective: Manage campaign updates, administration and promotions to the Steering Committee and Santa Ana Project Manager through activities including, but not limited to, meetings, monthly activity reporting, programming documentation, regular communications and presentations to Steering Committee and corresponding agency partners during this quarterly period. Task Description: Provide campaign and promotion updates to the Santa Ana Project Manager through daily and weekly phone calls, emails and meetings (as needed or requested). Maintain weekly and monthly communication with the Steering Committee, including at least one formal meeting/conference call during the quarter, unless otherwise directed and approved by the Santa Ana Project Manager. Responsibilities: WBC shall: a. Coordinate, manage and participate in at least one Steering Committee meeting b. Provide daily, weekly and monthly campaign and promotion updates to the Santa Ana Project Manager c. Manage ongoing expense tracker, budget and campaign schedule d. Submit task completion letters with task invoices to the Santa Ana Project Manager Santa Ana shall: a. Approve campaign progress, updates and promotions b. Support and facilitate partnering and sponsorship efforts with Steering Committee Santa Ana shall: a. Approve campaign progress, updates and promotions Completion Criteria: This task is considered complete upon completion of administrative deliverables and when the Santa Ana Project Manager signs the completion letter for the task. Planned completion and implementation is by the end of December 2019. TASK 2-C: S4 STAKEHOLDER MEETINGS & PLANNING SESSIONS (JAN-MARCH 2O201 Objective: Manage campaign administration and updates to the Steering Committee and Santa Ana Project Manager through activities including, but not limited to, meetings, monthly activity reporting, programming documentation, regular communications and presentations to Steering Committee. Task Description: Provide campaign and promotion updates to the Santa Ana Project Manager through daily and weekly phone calls, emails and meetings (as needed or requested). Maintain weekly and monthly communication with the Steering Committee, including at least one formal meeting/conference call during the quarter, unless otherwise directed and approved by the Santa Ana Project Manager. Responsibilities: WBC shall: a. Coordinate, manage and participate in at least one Steering Committee meeting b. Provide daily, weekly and monthly campaign and promotion updates to the Santa Ana Project Manager c. Manage ongoing expense tracker, budget and campaign schedule d. Submit task completion letters with task invoices to the Santa Ana Project Manager Santa Ana shall: a. Approve campaign progress, updates and promotions b. Support and facilitate partnering and sponsorship efforts with Steering Committee Santa Ana shall: a. Approve campaign progress, updates and promotions Completion Criteria: This task is considered complete upon completion of administrative deliverables and when the Santa Ana Project Manager signs the completion letter for the task. Planned completion and implementation is by the end of March 2020. TASK 2-D: S4 STAKEHOLDER MEETINGS & PROMOTIONS (APRIL-JUN 2020) Objective: Manage campaign administration and updates to the Steering Committee and Santa Ana Project Manager through activities including, but not limited to, meetings, monthly activity reporting, programming documentation, regular communications and presentations to Steering Committee. Task Description: Provide campaign and promotion updates to the Santa Ana Project Manager through daily and weekly phone calls, emails and meetings (as needed or requested). Maintain weekly and monthly communication with the Steering Committee, including at least one formal meeting/conference call during the quarter, unless otherwise directed and approved by the Santa Ana Project Manager. Responsibilities: WBC shall: a. Coordinate, manage and participate in at least one Steering Committee meeting b. Provide daily, weekly and monthly campaign and promotion updates to the Santa Ana Project Manager c. Manage ongoing expense tracker, budget and campaign schedule d. Submit task completion letters with task invoices to the Santa Ana Project Manager Santa Ana shall: a. Approve campaign progress, updates and promotions b. Support and facilitate partnering and sponsorship efforts with Steering Committee Santa Ana shall: a. Approve campaign progress, updates and promotions Completion Criteria: This task is considered complete upon completion of administrative deliverables and when the Santa Ana Project Manager signs the completion letter for the task. Planned completion and implementation is by the end of ,tune 2020. TASK 3: S4 PUBLIC TRAUMA/ACTIVE SHOOTER PREPAREDNESS CAMPAIGN Objective: Consistent with other S4 campaigns across the country that are adapting to the rising numbers of active shooter and domestic terrorism episodes, the KeepOCSafe outreach team will develop and implement a comprehensive outreach program with a variation to the "Run, Hide, Fight" messaging that is consistent with messaging coming from DHS. This campaign will maximize campaign visibility through paid, sponsored and earned coverage through a combination of outdoor (bus shelters, buses, kiosks, billboards, etc.), print, online, digital and broadcast media. In coordination with steering committee and selected police departments, training sessions will also be staged for up to 200 individuals responsible for security/HR at places of worship, schools or businesses. Task Description: See sub -tasks for specifics. Responsibilities: See sub -tasks for specifics. Completion Criteria: This task is considered complete when budgeted sub -tasks have been completed in their respective entirety. TASK 3-A: PUBLIC TRAUMA OUTDOOR ADVERTISING PROGRAM (FALL 2019) Objective: Develop and implement an awareness program using bus ads, bus shelters, venue kiosks, facility displays, window clings and other outdoor mediums as appropriate. Task Description: Design and produce a minimum of three graphic designs (customized for an active shoot/public trauma focus) approved by the Project Manager with support from the S4 Steering Committee and then secure minimum of 50 placements (ex. on bus sides, bus interiors, in bus shelters, etc.) generating a minimum of two million measured impressions. Responsibilities: WBC shall: a. Hold a focus group/meeting of law enforcement leaders to discuss and agree upon the appropriate messaging of "run, hide, fight' for OC audiences. b. Create and produce three graphic designs and secure a minimum of 50 media placements as described above. Santa Ana shall: a. Review and approve the three graphics and the secured media opportunities Completion Criteria: This task is considered complete upon the completion of the deliverables, the pre -purchase of negotiated advertising and/or sponsored space and when the Santa Ana Project Manager signs the task completion letter. Planned completion is November 2019. TASK 3-13: PUBLIC TRAUMA DIGITAL/MOBILE MEDIA PROGRAM (FALL 2019) Objective: Update and expand a mobile/digital awareness program and app download support initiative using geo-targeted digital and/or online media leveraging the new public trauma/active shooter-themed approved graphics. Task Description: Design and produce a minimum of three graphic designs (active shooter) approved by the Project Manager and then research and secure geo-targeted digital/online advertising (delivering one million+ impressions) to drive awareness and promote S4 mobile app downloads. Responsibilities: WBC shall: a. Create and produce three graphic designs and secure a minimum of media placements as described above Santa Ana shall: a. Review and approve the three graphics and the secured media opportunities Completion Criteria: This task is considered complete upon the completion of the deliverables, the pre -purchase of negotiated advertising and/or sponsored space and when the Santa Ana Project Manager signs the task completion letter. Planned completion is December 2019. TASK 3-C: PUBLIC TRAUMA/ACTIVE SHOOTER TRAINING PROGRAM (SPRING 2020 Objective: In coordination with SAPID, steering committee and selected police departments, coordinate and stage up to four "active shooter" training sessions for those responsible for security at houses of worship, schools and/or businesses. These individuals can then employ their training to better preparing their congregations, families and employees against the threat of public violence and possibly even become deterrents to terrorism. Task Description: Work with SAPID and the steering committee to identify and stage four training sessions focused on active shooters. Each training session will accommodate up to 50 people and will be staged in different locations around OC. Invitations will then be extended to security officers at houses of worship as well as schools (possibly private schools) and possibly opened up to HR managers at larger businesses. Promotion and documentation of each training event will further amplify the message that OC's organizations are trained and ready. Responsibilities: WBC shall: a. Hold meeting with steering committee members and SAPID to establish training program elements. b. Identify trainers (either PD officers or a private training company) c. Secure locations for training sessions d. Create materials including invitations e. Invite and secure attendance through -presentations and other correspondence f. Stage and host training sessions g. Document training sessions through video and photography h. Promote and share content after training sessions to reach new audiences Santa Ana shall: a. Attend and help plan training campaign b. Approve progress, trainers, training content and other elements of staging c. Support and facilitate partnerships needed to assist in making training effective Completion Criteria: This task is considered complete upon the completion of the training sessions and when the Santa Ana Project Manager signs the task completion letter. Planned completion is April 2020. TASK 3-D: PUBLIC TRAUMA DIGITAL/ONLINE MEDIA PROGRAM (SPRING 2020 Objective: Update and expand a mobile/digital awareness program and app download support initiative using geo-targeted digital and/or online media leveraging the run, hide, fight messages and supporting graphics. Task Description: Design and produce a minimum of three graphic designs focused on the run, hide, fight messaging for schools and places of worship as approved by the Project Manager. Then, research and secure geo-targeted digital/online advertising (delivering over a 1 million impressions) to drive awareness and promote S4 mobile app downloads. Responsibilities: WBC shall: a. Create and produce three graphic designs and secure a minimum of media placements as described above Santa Ana shall: a. Review and approve the three graphics and the secured media opportunities Completion Criteria: This task is considered complete upon the completion of the deliverables, the pre -purchase of negotiated advertising and/or sponsored space and when the Santa Ana Project Manager signs the task completion letter. Planned completion is May 2020. TASK 4: S4 MOBILE APP MANAGEMENT & GENERAL PROMOTIOM Objective: Continue to develop, update, expand and promote the campaign's S4 mobile app to enhance content, functionality and accessibility, as well as to support downloads. Task Description: See sub -tasks for specifics. Responsibilities: See sub -tasks for specifics. Completion Criteria: This task is considered complete when budgeted sub -tasks have been completed in their respective entirety. 10 TASK 4-A: S4 MOBILE APP DEVELOPMENT & PROMOTION (FALL 2019) Objective: Update, manage, maintain and track the campaign's mobile app content, platform and performance 24/7 in accordance with approved processes and protocols. In addition, support promotional efforts that encourage and drive downloads. This includes developing and/or updating one promotional flyer (8.5" x I ), business cards, and creating one additional collateral piece that helps guide community members/users to the app and highlight app capabilities. Task Description: Maintain the campaign's mobile app through daily and weekly management, maintenance and measurement. Responsibilities: WBC shall: a. Update content as appropriate b. Manage the hosting of the mobile app platform c. Develop and/or update and produce one promotional flyer and one additional collateral piece for community distribution in hard copy and digitally Santa Ana shall: a. Approve app updates, management activities, and promotional support materials Completion Criteria: The task is considered complete upon the completion of deliverables and when the Santa Ana Project Manager signs the task completion letter in October 2019. TASK 4-13: S4 MOBILE APP DEVELOPMENT & PROMOTION (SPRING 2020) Objective: Update, manage, maintain and track the campaign's mobile app content, platform and performance 24/7 in accordance with approved processes and protocols. In addition, support promotional efforts that encourage and drive downloads. Task Description: Maintain the campaign's mobile app through daily and weekly management, maintenance and measurement. Responsibilities: WBC shall: a. Update content as appropriate b. Manage the hosting of the mobile app platform c. Develop and/or update and produce one promotional flyer and one additional collateral piece for community distribution in hard copy and digitally Santa Ana shall: a. Approve app updates, management activities, and promotional support materials I Completion Criteria: The task is considered complete upon the completion of deliverables and when the Santa Ana Project Manager signs the task completion letter in April 2020. TASK 5: S4 SOCIAL MEDIA AND MICROSITE MANAGEMENT & MAINTENANCE Objective: Update, manage and maintain the campaign social media channels and the KeepOCSafe.org microsite technical and content platforms 24/7 during the contract term. Both platforms will continue to support the campaign's public awareness and engagement activities. Task Description: See sub -tasks for specifics. Responsibilities: See sub -tasks for specifics. Completion Criteria: This task is considered complete when all budgeted sub -tasks have been completed in their respective entirety. TASK 5-A: S4 SOCIAL MEDIA & MICROSITE MANAGEMENT (JULY-SEPT 2019) Objective: Update, manage and maintain the campaign's social media channels technical and content platforms 24/7, all in accordance with the approved processes and protocols for each medium. In addition, update, manage and maintain the KeepOCSafe.org microsite technical and content platforms. The microsite will continue to support the campaign's public awareness and engagement activities. Task Description: Maintain the campaign's Twitter, Instagram and YouTube social media platforms through daily and weekly content updates, management, maintenance and measurement. This includes, but is not limited to, content research and updates; social media plan; protocol and tracking; and measurements of impressions and website traffic. Create and implement at least one Final Cut Pro or other video/photo presentation. Host, maintain and refresh the KeepOCSafe.org microsite through weekly and monthly technical and content platform updates. These include, and are not limited to, event and backpack display schedules, photos, media coverage, link updates and more. Responsibilities: WBC shall: a. Share content including, but not limited to, videos, graphics, links and photos, via the campaign's Twitter, Instagram and YouTube platforms a minimum of 10 times a week 12 b. Develop and produce one video with approval from the Steering Committee. c. Host the KeepOCSafe.org microsite. d. Manage one technical and content microsite platform update a month. e. Manage the weekly and monthly reporting of campaign measurement Santa Ana shall: a. Approve microsite updates and management activities, along with social media platform elements. Completion Criteria: The task is considered complete upon the completion of deliverables and when the Santa Ana Project Manager signs the task completion letter in September 2019. TASK 5-13: S4 SOCIAL MEDIA & MICROSITE MANAGEMENT (OCT-DEC 2019 Objective: Update, manage and maintain the campaign's social media channels technical and content platforms 24/7, all in accordance with the approved processes and protocols for each medium In addition, update, manage and maintain the KeepOCSafe.org microsite technical and content platforms. The microsite will continue to support the campaign's public awareness and engagement activities. Task Description: Maintain the campaign's Twitter, Instagram and YouTube social media platforms through daily and weekly content updates, management, maintenance and measurement. This includes, but is not limited to, content research and updates; social media plan; protocol and tracking; and measurements of impressions and website traffic. Create and implement at least one Final Cut Pro or other video/photo presentation. Host and maintain the KeepOCSafe.org microsite through weekly and monthly technical and content platform updates. These include, and are not limited to, event and backpack display schedules, photos, media coverage, link updates and more. Responsibilities: WBC shall: a. Share content including, but not limited to, videos, graphics, links and photos, via the campaign's Twitter, Instagram and YouTube platforms a minimum of 10 times per week. b. Develop and produce one video with approval from the Steering Committee. c. Host the KeepOCSafe.org microsite. d. Manage one technical and content microsite platform update a month. e. Manage the weekly and monthly reporting of campaign measurement Santa Ana shall: a. Approve microsite updates and management activities, along with social media platform elements. 13 Completion Criteria: The task is considered complete upon the completion of deliverables and when the Santa Ana Project Manager signs the task completion letter in December 2019. TASK 5-C: S4 SOCIAL MEDIA & MICROSITE MANAGEMENT (JAN-MAR 2020) Objective: Update, manage and maintain the campaign's social media channels technical and content platforms 24/7, all in accordance with the approved processes and protocols for each medium. In addition, update, manage and maintain the KeepOCSafe.org microsite technical and content platforms. The microsite will continue to support the campaign's public awareness and engagement activities. Task Description: Maintain the campaign's Twitter, Instagram and YouTube social media platforms through daily and weekly content updates, management, maintenance and measurement. This includes, but is not limited to, content research and updates; social media plan; protocol and tracking; and measurements of impressions and website traffic. Create and implement at least one Final Cut Pro or other video/photo presentation. Host and maintain the KeepOCSafe.org microsite through weekly and monthly technical and content platform updates. These include, and are not limited to, event and backpack display schedules, photos, media coverage, link updates and more. Responsibilities: WBC shall: a. Share content including, but not limited to, videos, graphics, links and photos, via the campaign's Twitter, Instagram and YouTube platforms a minimum of 10 times per week. b. Develop and produce one video with approval from the Steering Committee. c. Host the KeepOCSafe.org microsite. d. Manage one technical and content microsite platform update a month. e. Manage the weekly and monthly reporting of campaign measurement Santa Ana shall: a. Approve microsite updates and management activities, along with social media platform elements. Completion Criteria: The task is considered complete upon the completion of deliverables and when the Santa Ana Project Manager signs the task completion letter in March 2020. TASK 5-D: S4 SOCIAL MEDIA & MICROSITE MANAGEMENT (APR-JUN 2020) Objective: Update, manage and maintain the campaign's social media channels technical and content platforms 24/7, all in accordance with the approved processes and protocols for each medium. 14 In addition, update, manage and maintain the KeepOCSafe.org microsite technical and content platforms. The microsite will continue to support the campaign's public awareness and engagement activities. Task Description: Maintain the campaign's Twitter, Instagram and YouTube social media platforms through daily and weekly content updates, management, maintenance and measurement. This includes, but is not limited to, content research and updates; social media plan; protocol and tracking; and measurements of impressions and website traffic. Create and implement at least one Final Cut Pro or other video/photo presentation. Host and maintain the KeepOCSafe.org microsite through weekly and monthly technical and content platform updates. These include, and are not limited to, event and backpack display schedules, photos, media coverage, link updates and more. Responsibilities: WBC shall: a. Share content including, but not limited to, videos, graphics, links and photos, via the campaign's Twitter, Instagram and YouTube platforms a minimum of 10 times per week. b. Develop and produce one video with approval from the Steering Committee. c. Host the KeepOCSafe.org microsite. d. Manage one technical and content microsite platform update a month. e. Manage the weekly and monthly reporting of campaign measurement Santa Ana shall: a. Approve microsite updates and management activities, along with social media platform elements. Completion Criteria: The task is considered complete upon the completion of deliverables and when the Santa Ana Project Manager signs the task completion letter in June 2020. TASK 6: S4 MATERIALS & RESOURCES Objective: Develop, produce and update campaign collateral and resource materials for use in all programming as appropriate. Task Description: See sub -tasks for specifics. Responsibilities: See sub -tasks for specifics. Completion Criteria: This task is considered complete when all budgeted sub -tasks have been completed in their respective entirety. 15 TASK 6-A: S4 COLLATERAL MATERIALS Objective: Develop, produce and update campaign collateral materials for use in all programming as appropriate. Task Description: Manage the design, drafting, production and distribution of collateral materials in support of the S4 campaign initiatives. The materials that will be produced are: a. Updated S4 Consumer Handout: 2,000 total quantity b. Updated S4 Color Sheets: 2,000 total quantity c. Updated Branded PSA Posters: 1,000 total quantity d. New handout for organizations addressing the Run, Hide, Fight messaging: 2,000 total quantity e. New handout — threat indicators: 2,000 total quantity Responsibilities: WBC shall: a. Develop all materials and seek approvals from the Steering Committee b. Produce materials in accordance with Steering Committee approvals Santa Ana shall: a. Approve the collateral material elements. Completion Criteria: This task is considered complete upon delivery of the collateral materials and when the Santa Ana Project Manager signs the task completion letter. Completion is planned to occur by November 2019. TASK 6-13: S4 RESOURCE MATERIALS Objective: Develop, produce and update campaign resource materials for use in all programming as appropriate. Task Description: Manage the design, drafting, production and distribution of resource materials in support of the S4 campaign initiatives. The resource materials that will be produced are: a. Organizational Trauma Response Kit: 75 total quantity. b. S4 Additional Promotional Item (e.g. branded wristbands, indicator booklets, campaign stickers and bookmarks): 1,000 total quantity. Responsibilities: WBC shall: a. Develop all materials and seek approvals from the Steering Committee. b. Produce materials in accordance with Steering Committee approvals. Santa Ana shall: 16 a. Approve the resource material elements. Completion Criteria: This task is considered complete upon delivery of the collateral materials and when the Santa Ana Project Manager signs the task completion letter. Completion is planned to occur by November 2019. TASK 7: S4 CITIZENS. COMMUNITY OUTREACH & PRESENTATIONS Objective: Continue to conduct community and citizens' outreach to secure the campaign's presence at events, via the giant red backpack display and/or through any additional Project Manager - approved promotional element at venues to build on the existing awareness of the campaign Task Description: See sub -tasks for specifics. Responsibilities: See sub -tasks for specifics. Completion Criteria: This task is considered complete when all budgeted sub -tasks have been completed in their respective entirety. Objective: Continue to conduct community and citizens' outreach to secure the campaign's presence at events via installation of the giant red backpack or comparable approved promotional display and through program -branded mate rials/signage (ex. T-stands, flyers, posters, signs, window clings, etc.) that are customized and hand -delivered to select countywide venues, community events or facilities. The aim for all outreach is to build on existing awareness campaign awareness. Also, give presentations to key groups and government agency partners to keep them abreast of KeepOCSafe activities and available resources. Task Description: Secure a minimum of 5 total venues/events for displays, with a minimum of two displaying the red backpack display. Also, make and maintain contact with key partners with offers to give presentations about KeepOCSafe. Activities include: a. Master Community & Citizen Events Calendar — create and manage a master annual calendar for all display installation and materials distribution. This includes research and venue/event solicitation for the campaign. b. Display Installation and Management — handle all display logistics for at least two backpack installations. 17 c. Materials Distribution & Management — handle all materials distribution and management for a minimum of 3 total sites/facilities. d. Manage the weekly and monthly reporting of campaign outreach metrics. Responsibilities: WBC shall: a. Develop the outreach and seek plan approval from the ROC Steering Committee. b. Execute the outreach in accordance with the approved plan. c. Identify and secure appropriate opportunities to update key groups on campaign. d. Update outreach community outreach metrics. Santa Ana shall: a. Approve plan and promotional elements Completion Criteria: This task is considered complete upon the completion of the calendared event outreach and when the Santa Ana Project Manager signs the task completion letter. Formal calendaring of upcoming events will incur upfront logistics and event fees. Completion is planned for September 2019. Objective: Continue to conduct community and citizens' outreach to secure the campaign's presence at events and or display of the giant red backpack or another promotional element at venues through the development and extension of promotional partners to build on the existing awareness of the campaign. Also, give presentations to key groups and government agency partners to keep them abreast of KeepOCSafe activities and available resources. Task Description: Secure a minimum of 5 total venues/events for displays, with a minimum of two displaying the red backpack display. Activities include: a. Master Community & Citizen Events Calendar — create and manage a master annual calendar for all display installation and materials distribution. This includes research and venue/event solicitation for the campaign. b. Display Installation and Management — handle all display logistics for at least two backpack installations. c. Materials Distribution & Management — handle all materials distribution and management for a minimum of three total sites/facilities. d. Manage the weekly and monthly reporting of campaign outreach metrics. Responsibilities: WBC shall: is a. Develop the outreach and seek plan approval from the ROC Steering Committee. b. Execute the outreach in accordance with the approved plan. c. Identify and secure appropriate opportunities to update key groups on campaign. e. Update outreach community outreach metrics. Santa Ana shall: a. Approve plan and promotional elements Completion Criteria: This task is considered complete upon the completion of the calendared event outreach and when the Santa Ana Project Manager signs the task completion letter. Formal calendaring of upcoming events will incur upfront logistics and event fees. Completion is planned for December 2019. TASK 7-C: S4 CITIZENS, COMMUNITY OUTREACH & PRESENTATIONS (JAN-MAR 2020) Objective: Continue to conduct community and citizens' outreach to secure the campaign's presence at events and or display of the giant red backpack or another promotional element at venues through the development and extension of promotional partners to build on the existing awareness of the campaign. Also, give presentations to key groups and government agency partners to keep them abreast of KeepOCSafe activities and available resources. Task Description: Secure a minimum of 5 total venues/events for displays, with a minimum of two displaying the red backpack display. Activities include: a. Master Community & Citizen Events Calendar — create and manage a master annual calendar for all display installation and materials distribution. This includes research and venue/event solicitation for the campaign. b. Display Installation and Management — handle all display logistics for at least two backpack installations. c. Materials Distribution & Management — handle all materials distribution and management for a minimum of three total sites/facilities. d. Manage the weekly and monthly reporting of campaign outreach metrics. Responsibilities: WBC shall: a. Develop the outreach and seek plan approval from the ROC Steering Committee. b. Execute the outreach in accordance with the approved plan. c. Identify and secure appropriate opportunities to update key groups on campaign. e. Update outreach community outreach metrics. 19 Santa Ana shall: a. Approve plan and promotional elements Completion Criteria: This task is considered complete upon the completion of the calendared event outreach and when the Santa Ana Project Manager signs the task completion letter. Formal calendaring of upcoming events will incur upfront logistics and event fees. Completion is planned for March 2020. TASK 7-D: S4 CITIZENS, COMMUNITY OUTREACH & PRESENTATIONS (APR-JUN 2020) Objective: Continue to conduct community and citizens' outreach to secure the campaign's presence at events and or display of the giant red backpack or another promotional element at venues through the development and extension of promotional partners to build on the existing awareness of the campaign. Also, give presentations to key groups and government agency partners to keep them abreast of KeepOCSafe activities and available resources. Task Description: Secure a minimum of 5 total venues/events for displays, with a minimum of two displaying the red backpack display. Activities include: a. Master Community & Citizen Events Calendar — create and manage a master annual calendar for all display installation and materials distribution. This includes research and venue/event solicitation for the campaign. b. Display Installation and Management — handle all display logistics for at least two backpack installations. c. Materials Distribution & Management — handle all materials distribution and management for a minimum of 3 total sites/facilities. d. Manage the weekly and monthly reporting of campaign outreach metrics. Responsibilities: WBC shall: a. Develop the outreach and seek plan approval from the ROC Steering Committee. b. Execute the outreach in accordance with the approved plan. c. Identify and secure appropriate opportunities to update key groups on campaign. Santa Ana shall: a. Approve plan and promotional elements Completion Criteria: This task is considered complete upon the completion of the calendared event outreach and when the Santa Ana Project Manager signs the task completion letter. Formal calendaring of upcoming events will incur upfront logistics and event fees. Completion is planned for June 2020. 20 O m m N GN O O O do O Qa O N Q7 OJ Ql O> O N • O p O N p O O O N O O O _O O O O O O O O O p O N N N N N N N N N N N N N N N N N N N N t Z O¢ a Z Z O fn g Q y m' i0 n .>> 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0- 0 0 0 0 C 0 0 0 C 0 0 0 0 0 0 C 0 0 0 0 0 C 0 0 0 0 0 C 0 0 �n 0 in o C 0 0 0 0 C 0 C 0 A N 4h EA b3 V3 fA 43 V3 fA V? Vi 69 v3 En' ER Vi V3 4Y fA f9 43 EA ffl N O O) m N O NOL N O O p O) O O 0 � N Z� m WU' 0 0 0 0 W Q E ^� E N E N E N o 0 0 0 Z Z N O m n m m � w C OJ D! IL VJ C C G •C N VJ Cn N (n W OJ G (0 l0 (0 N N N o o c' of Z co co 5 N d d d d W m m m m 0 'o 'o E E E E O b b b S Mf at5 021 et1 Z N N N N K c (� O O O z aM cLi cLi eC a5 w'S W W mp� o d d d m MOO d d d d p�pJJ 15 ' � t5 •t{ 0 0 0 �OOO O Q :a 'a :c O D_ D_ o d E E F" o 0 o W O L' w .�`• a a 2 0 o p U c 'c c c c c O d d E E E E O Z > r m>> U Z ~ OOO~U W a U U U N � O N N t0 tO �0 l� 2 g WQ N N Q C U•t1 C Qo � tO M O'� NN NN N v �E m on0 o o a oP YD ` i yN2 N U K U U U U O w F Q OJO m0 U O Q W Q 00 U O Q W Q O] Ci o N N N N M m M M M YVa Y Y Y Y Y Y Y .vY� Y Y Y Y .1C VYV�� Y Y Y d y N N Y Y Y Y E *15 N WESTCOM•16- CERTIFICATE OF LIABILITY INSURANCE DA®it 9r2D19 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 cmrtlflcxte holder is an ADDITIONAL INSURED, the pollcy(le8) 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 endorsernent. A statement on this certificate does not confer rights to the certificate holder In Ileu of such endorsemont s PRODUCER License P U7. 7770 t,rdggkic" Jordan artaeon HUB 3590 Unevarslty International 300cas Inc. I ��u Na e t i 951 779 8575� � KAx v.:Ir _-) �-_,•� ... (A+c Nol (951) 231 2572a_ .. INSURED Westbound Communications, Inc. 625 The City Drive, Suite 480 Oranoo, CA 92868 rrn/co A Call 09PTIFIC'ATP MI IMRFn� nFVt.4tr)M. MIIMRPn•, 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 WrrH 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 01; SUCH POLICIES. LIMITS SHOWN:MAY HAVE BEEN REDUCED BY PAID CLAIMS. IN n'; TYPE OF INSURANCE It1Lta I111Rp pPDLILY NUMBER u. mkn;:fvyu.,�.____.__IIMInLttYXY1J.MhIui�IIYYyY1 111bLICM ILiK j Fbt� YdkpT Limns _ A`X CoteMERCIAL GENERAL LIABILITY ( i { IhAC1f QGQUpptLFICE �,.13 21090'oOO CLAIM MADE X OCCUR 72SBA1B4627 X I X - 5/012019 51612020 gqNrlAr'L Tq RfNiFp CAI 1tIhal'wazn $ 3 10.00 1 _I ! ) ( i 6k`D PiN1r +A.A+ntpun _ I :� --- -- I � j III C.eEthQ+Ak! ARvIN�urSY s.� z 68o Doti , CENLAGOnE,DALEL1N11TAPPLIFS PER: + I ('FP(pliAb A4UR4r#ATE 40O0999 IX POIICYI J. JEL'T '.. _�LqD I-rt44'ET_$d1'4MP51PADA,;<:__ fi OOOuOOO THEW I A AUTOMOBILE LIABILITY { q IJEiAI�o ED INW.C,L ITTB ANYAUTO 72SBAIB4G27 I { i 51612019 ( 51612020 Q DOME 1NAIR�"fpBrfptgpi] I (,r,Fry1eu I STui'�uIED Uf()60NLV _ I 10001L floPRv/,Pw ea_Jk X 11qnI nn X Nppb(( FrT ( ( ONLY ., AMWWN4Y}$olden ((f1TY MADE __„ —_ A X i UMBRELLA UAe X;, OCCUR i EACH OCCURRLNCh_ i 5 EXCESS LIAe 'CLAIMS MADE, 172$BAID4627 5/612019 StV2029 (AUCRCbr1T_E___,.�__l -^-�rDOo19OO ¢_ AeuNr�80 I_ DEB X I RETENTION$ _. t0 O00 , t �.. '. •., H VVP99 COMPENSATION ANDE 0YERYIN urePuPeisroawaaruea Ee runn� i I EAft k , TH i 1Q9Oc:COOSOt pFFICER; AHEXCLUDED? t1Mandrlory In N�fi - I EL EACNACCIpFM .jam I d 1 OQU�Vt�A It ypA o9u9n0 undYr 1145D[1A).LI u�RA.SIL!9t AFM1IP e 1�ne �Y i 1^ - i I,,,yy5 irY LIAIRr 11(}y,O,e,Q C-Profoaalona. iartl MCNOUQ234J 10 1 0251 0 912512 i.. 'PorG ail in. $1000;ORCI C 'Ratentlon: $10,000 MCND00234351801 9/2512018 1912512019 'Aggregate i 3 00o(000 I I a f1 DF to AnaiDN9 / ffloor 0Na! VEIIIG4ES IAFORD fUi, A9DIIIeneTttpmmkraoenlWe; mpy ex eflmhyl H nwra aqua p+a1 n re l lieCity 7 ho Cily of Santa Ana; It's a(flnorssnipioyeasl Bgunl&, valuntaprsanA raproaentallvns erD AddiUanal InabretP.�n regards to General L(dMllty, per form IN112001185 which lnclUdos 30 Dny.Notioe Of Cahcs9L'IlOn. Prima '✓# Non•Contributoryw0rdlno=Bad LlabllRy policy when required by written contract per the MlaChe ungnraamenf Walvarof Subrogation aoverogee,Rptily to the General 880000 04105 (ppe. 16.17 pL 24f & 891275 03f00, � I EE.('(/� �(/ply /Y't.�{i(', Risk 4nav6menf Division SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE City of Santa Ana THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN 20 Civic Center Plaza ACCORDANCE WITH THE POLICY PROVISIONS, Santa Ana, CA 92701 f AUTHORIZED REPRESENTATIVE ACORD 25 (2018/03) ,.^ry/ py�000 7019 ACORD CORPORATION. All rights reserved The ACORD name 6Jid Io dnrtf,rG �turetj•fr7aPXs of ACORD �lI j westbound Communications, Mc, BUSINESS LIABILITY COVERAGE FORM EFFECTIVE OATH 0510612010 to 05l0612020 POLICY NUMOa3ar 72 SPA 1134627 This Paragraph f, applies separately to (3) We have issued this policy in reliance You and any additional insured. upon your representalions. 3. Financial Responsibility Laws b. Unintentional Failure To Disclose a. When this policy is certiflod as proof of Hazards financial responsibility for the future under If unintentionally you should fail to disclose the provisions of any motor vehicle all hazards relating to the conduct of your financlal responsibility law, lha insurance business at the inception date of this provided by the policy for "bodily injury" Coverage Part, we shall not deny any liability and "property damage" liability will coverage under this Coverage Part comply with the provisions of the law to because of such failure, the extent of the coverage and limits of 7, Other Insurance insurance required by that law. If other valid and collectible insurance is b. With respect to "mobile equipment" to available for a loss we cover under this which this insurance applies, we will Coverage Part, our obligations are limited as provide any liability, uninsured motorists, follows; underinsurod motorists, no-fault or other coverage required by any motor vehicle a. Primary Insurance law. We will provide the required lirnits for This insurance is primary except when b. those coverages, below applies. If other Insurance is also 4. Legal Action Against Us primary, we will share with all that other No person or organization has a right under insurance by the method described in c, this Coverage Form: below. a. b. Excess Insurance To join us as a party or otherwise bring us into a "suit' asking for carriages from an This insurance is excess over any of the insured; or other Insurance, whether primary, excess, b, To sue us on this Coverage Form unless contingent or on any other basis; all of its terms have been fully complied (1) Your Work with. That Is Fire, Extended Coverage, A person or organization may sue us to recover Builder's Risk, Installation Risk or on an agreed settlement or on a final judgment similar coverage for "your work" against an insured; but we will riot be liable for (2) Premises Rented To You damages that are not payable under the terns of That is fire, lightning or explosion this insurance or that are In excess of the insurance for premises rented l you applicable limit of insurance. An agreed in tom orao premises led b settlement means a settlement and release of P Y P y you with liability signed by us, the insured and the permission of the owner; claimant or the claimant's legal representative. (3) Tenant Liability 5, Separation Of insureds That is insurance purchased by you to Except with respect to the Limits of Insurance, cover your liability as a tenant for and any rights or dulles specifically assigned "properly damage" to premises rented in this policy to the first Named Insured, this to you or temporarily occupied by you insurance applies: with permission of the owner; a. As if each Named Insured were the only (4) Aircraft, Auto Or Watercraft Named Insured; and If the loss asses out of the maintenance b. Separately to each insured against whom or use of aircraft, "autos" or watercraft to a claim is made or "suiV%is brought.. 016 extent not subject to Exclusion g, of Section A. — Coverages. fi. Representations (5) Property Damage To Borrowed a. When You Accept This Policy Equipment Or Use Of Elevators By accepting this policy, you agree: If the loss arises out of "property (1) The statements in the Declarations damage" to borrowed egtilprntant r are accurate and complete 010 Lisa bf elevdtors to file .extent h (2) Those. statements are based upon , ` subf act Io Exclusion k. of Shatioir AA representations you made to us; and � � Coverages Page 16 of 24 J / f� j Form 55 00 O8 04 OD Go0era ' es r+ j (6) When You Are Added As An Additional Insured To Other Insurance That is other Insurance available to You covering liability for damages arising out of the premises or operations, or products and completed operations, for which you have been added as an additional insured by that insurance; or (7) When You Add Others As An Additional Insured To This Insurance That is other insurance available to an additional Insured. However, the following provisions apply to other insurance available to any person or organization who is an additional insured under this Coverage Part: (a) Primary Insurance When Required By Contract This insurance is primary if you have agreed in a written contract, written agreement or permit that this insurance be primary, If other insurance is also primary, we will share with all that other insurance by the method described In c, below. (b) Primary And Non -Contributory To Other Insurance When Required By Contract If you have agreed in a written contract, written agreement or permit that this Insurance is primary and non-contributory with the additional insureds own insurance, this insurance is primary and we will not seek contribution from (hat other insurance. Paragraphs (a) and (b) do not apply to other insurance to which the additional insured has been added as an additional insured. When this insurance is excess, we will have no duty Linder this Coverage Par( to defend the insured against any "suit' if any other insurer has a duty to defend the insured against that "suit". If no other insurer defends, we will undertake to do so, but we will be enlited to the insured's rights against all those other insurers. Form SS 00 06 04 05 BUSINESS LIABILITY COVERAGE FORM When this insurance is excess over other insurance, we will pay only our share of the amount of the loss, if any, that exceeds the Burn of: (1) The total amount that all such other insurance would pay for the loss in the absence of this insurance; and (2) The total of all deductible and self - Insured amounts under all that other insurance. We will share the remaining loss, if any, with any other insurance that is not described in this Excess Insurance provision and was not bought specifically to apply in excess of the Limits of Insurance shown in the Declarations of this Coverage Part. c. Method Of Sharing If all the other insurance permits contribution by equal shares, we will follow this method also. Under this approach, each insurer contributes equal amounts until it has pald its applicable limit of Insurance or none of the loss remains, whichever comes first. If any of the other insurance does not permit contribution by equal shares, we will contribute by limits. Under this method, each insurer's share is based on the ratio of its applicable limit of insurance to the total applicable limits of insurance of all insurers. Transfer Of Rights Of Recovery Against Others To Us a. Transfer Of Rights Of Recovery If the insured has rights to recover all or part of any payment, including Supplementary Payments, we have made under this Coverage Part, those rights are transferred to us. The insured must do nothing after loss to impair thern. At our request, the insured will bring "suit" or transfer those rights to us and help us enforce them. This condition does not apply to Medical Expenses Coverage. b. Waiver Of Rights Of Recovery (Waiver Of Subrogation) If the insured has waived any ghts of recovery against any person or organization for all or part of any payment, Including Supplementary Payments, we have made under this Coverage Part, we also waive that right, provided the insured waived their rights of recovery against such person or organization in a contract, agreement or permit -that Was executed Page 17 of 24 M Westbound Communications, Inc. EFFECTIVE DATES: 05/06120191D 05/06/2020 POLICY NUMBER: 72 SBA IB4627 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY, ADDITIONAL INSURED - PERSON -ORGANIZATION THE CITY OF MORENO VALLEY MORENO VALLEY COMMUNITY SERVICES DISTRICT REDEVELOPMENT AGENCY OF THE CITY OF MORENO VALLEY 14177 FREDERICK STREET MORENO VALLEY, CA 92552 THE COUNTY OF ORANGE JOHN WAYNE AIRPORT 3160 AIRWAY AVENUE. COST MESA, CA 92626 ORANGE COUNTY TRANSPORTATION AUTHORITY ATTN: PIA. VELSAPEN 550 S. MAIN STREET ORANGE, CA 92863-1584 RE: REFERENCE AGREEMENT NO. C-1-2666 CITY OF SANTA ANA 20 CIVIC CENTER PLAZA SANTA ANA, CA 92701 TIMS WARNER CABLE, INC. 550 N. CONTINENTAL BLVD. EL SEGUNDO, CA 90245 RE: PRIMARY AND NON CONSTRI.BUTORY PLACENTIA - YORBA LINDA UNIFIED SCHOOL DISTRICT, ITS BOARD AND ITS OFFICERS, AGENTS AND EMPLOYEES SOUTHERN CALIFORNIA SCHOOLS RISK MANAGEMENT 1301 E, ORANGETHORPB AVE PLACENTIA, CA 92870 WILLDAN ENERGY SOLUTIONS ATTN: RISK MANAGER 2401 L. KATELI,A AVE., STE 300 ANAHEIM, CA 92806 Form Ill 12 00 11 85 T SEQ, NO, 003 Printed In U.S.A. Pape 0 (CONTINUED ON NEXT PAGE) rrocess ua[e: expiration uate: u>/uhr zv �✓--�- /f C i'`L"� L.,/L' �� �ft"` �%�r' (Jfr"'�(�" (dJyC",t''{--•—_.__.. 411 N Westbound Communications, Inc. EFFECTIVE DATES: 051W2019 to 06/06/2020 POLICYINUM13FR: 72 SBA 1134627 14 THIS ENDORSEMENT CHANGES THE POLICY, PLEASE READ IT CAREFULLY. 30 DAY NOTICE OF CANCELLETIOR IN CONSIDERATION OF NO CHANGE IN PREMIUM, IT IS HERESY APREED AND UNDERSTOOD THWr FORM S91224 IS ADDED PER THE ATTACHED). FormlH 1200 11 85TSEQ. NO, 007 Printed inUZ.A. Page 001 (CONTINUED ON NEXT PAGE) I t mantlifw. urtny L ZY Westbound Communications, Inc. EFFECTIVE DATES: 06/06/2019 to 0610612020 POLICY NUMOER! 72 SBA IB4627 THIS ENDORSEMENT CHANGES THE POLICY, PLEASE READ IT CAREFULLY. This endorsement modifies insurance provider) under the following: BUSINESS LIABILITY COVERAGE FORM We walve any right of reoovery we may have against: I. Any person or organization shown in the Declarations, or 2.. Any person or organization with whom you have a contract that requires such waiver. Form SS 12 15 03 00 Page 1 of 1 Public Relations & Marketing 4/19/19 City of Santa Ana 20 Civic Center Drive Santa Ana, CA 92701 RE: Westbound Communications - Additional Insureds coverage for City of Santa Ana This letter serves to confirm that Westbound Communications DOES NOT OWN any vehicles of any type. if vehicles are acquired during -the term of the contract, Westbound Communications agrees to purchase "All Owned" auto coverage as of the date of acquisition, If any additional information Is needed please feel free to contact me at our Riverside office or by email at anytime. Thank you, Darmella Pennington Administration Director 951-462-1105 WESTCOM-16 CSRINIVA 1 DATErvrrl 10121202/2019 ACO/?U' CERTIFICATE OF LIABILITY INSURANCE 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 hostler is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. H 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 endomemen s . PRODUCER License # 0757776 c CT ,Jordan BarUeson HUB International Insurance Services Inc. 3390 University Avenue, Suite 300 Riverside, CA 92501 PHONE FAX A/C, No, Exec (877) 825-2681 M. No :(951) 231-2572 . CaLCPU Hubintemational.com INSURE 3 AFFORDING COVERAGE NAIC0 INSURERA:SentlnelInsurance Company, Ltd. 11DOO INSURED INSURER a: Trumbull Insurance Company 27120 INSURER C: Axis Insurance Company 37273 Westbound Communications, Inc. INSURER D: 625 The City Drive, Suite 480 Orange, CA 92868 INSURER E INSURER F : COVERAGES CFRTIFICATF NIIMRFR• RF1114111M NI IMRFR• 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. UISR TYPE OF INSURANCE ACOL X SUBR POLICY NUMBER POLICY EFF POLICY UP LIMITS A X COMMERCIAL GENERAL LIABILITY CLAIMS -MADE �X OCCUR 723BAia4627 516/2019 5/612020 EACH OCCURRENCE 2,000,000 DAMAGE TO RENTED 1,000,000 MED EXP (my one 10,000 PERSONAL S ADV INJURY 1 2,000,000 GENL AGGR TE LIMIT APPUES PER: X POLICY jpCT 7 LOC AGGREGATE 4,000,00O -GENERAL PRODUCTS - COMPIOP ADS 4,000,000 $ OTHER: A AUTOMOBILEUAMLITY COMBINED SINGLE LIMIT S 2,000,000 BODILY INJURY Per $ ANY AUTO R OSONLYNAICITHOSULED 2SBA1B4627 SM2019 SMI2020 BODILY INJURY Per acadenl 3 X PROP b AMAGE Por $ �������� N y�N�p AUTOS ONLY AOo ONLY 8 A X UMBRELLAA9 LI EXCESS LUB X OCCUR CINMS4AADE 72SBAIB4627 516/2019 5/6/2020 EACH OCCURRENCE S 2,000,000 AGGREGATE 2.000,000 DED X RETENTIDNf 10,000 B W�Rs co Ano AND S' IRUTY YIN AApW PROPRIETggOEER/PARTNERF ECUTNE (MFanCetoryln NX) EXCLUDED? Y If yss scr1w under DESCRIOePTION OF OPERATIONS below NIA X 72WECLR3783 9128/2019 9/28/2020 X PER OT14 EL EACH ACCIDENT 1,000,000 E.L DISEASE- EA EMPLOYE 1,000,00Q E.L. DISEASE - POLICY LIMIT 3 1,000,000 C Professional Liab POOIOOO17481601 9/25/2019 9/2512020 Per Claim 3,000,000 C Retention: $10,000 P00100017481501 9/2612019 912512020 Aggregate 3,000,000 DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (ACORD 101, Additional Rmanits ScMduls, may bs attached a more space Is rxluired Revised 10/212019 - This certificate rescinds and supersedes any and all prior certificates Issued on behalf of the Named Insured. RE: C-6-1626 City of Santa Ana, its officers, directors, employees and agents and Orange County Transportation Authority are Additional Insured with regard to General Liability and Hired and Nonrowned auto liability when required by written contract per the attached endorsement SS0008 04105 (pgs. 10-14 of 24). Primary 8 Non -Contributory wording and Waiver of Subrogation coverages apply to the General Liability policy when required by written contract per the attached endorsement SS0008 04105 (pgs. 16-17 of 24). Waiver of Subrogation applies to Workers Compensation when required by written contract per the attached endorsement WC9903038 08100. RREED & APPROVED SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE Y RIS ANACIEMENf DIVISION THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN City of Santa Ana ACCORDANCE WITH THE POLICY PROVISIONS. Risk Management Divisl 5flJN 20 Civic Center Plaza, dt 1 61020 Santa Ana, CA 92702 AUTHORIZED RURESENTATIVE SAMANTHA M, LAMBERT ACORD 25 (2016103) 01988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD Westbound Communications, Inc. BUSINESS LIABILITY COVERAGE FORM EFFECTIVE DATES: 05106/2019 to 05r0612020 POLICY NUMBER: 72 SBA IB4627 2. Applicable To Medical Expenses Coverage e. A trust, you are an insured. Your trustees We will not pay expenses for "bodily injury": are also insureds, but only with respect to a. Any Insured their duties as trustees. To any insured, except "volunteer workers". 2. Each of the following is also an insured: b. Hired Person a. Employees And Volunteer Workers To a person hired to do work for or on behalf Your "volunteer workers" only while of any insured or a tenant of any insured. performing duties related to the conduct of c. Injury On Normally Occupied Premises your business, or your "employees", other "executive than either your officers" (if you To a person injured on that part of are an organization other than a premises you own or rent that the person partnership, joint venture or limited liability normally occupies. company) or your managers (if you are a d. Workers' Compensation And Similar limited liability company), but only for acts Laws within the scope of their employment by To a person, whether or not an you or while performing duties related to "employee" of any insured, if benefits for the conduct of your business. the "bodily injury" are payable or must be However, none of these "employees" or provided under a workers' compensation "volunteer workers" are insureds for: or disability benefits law or a similar law. (1) "Bodily injury" or "personal and e. Athletics Activities advertising injury": To a person injured while practicing, (a) To you, to your partners or instructing or participating in any physical members (if you are a partnership exercises or games, sports or athletic or joint venture), to your members contests. (if you are a limited liability f. Products -Completed Operations Hazard company), or to a co -"employee" while in the course of his or her Included with the "products -completed employment or performing duties operations hazard". related to the conduct of your g. Business Liability Exclusions business, or to your other Excluded under Business Liability Coverage. "volunteer workers" while performing duties related to the C. WHO IS AN INSURED conduct of your business; 1. If you are designated in the Declarations as: (b) To the spouse, child, parent, a. An individual, you and your spouse are brother or sister of that co - insureds, but only with respect to the "employee" or that "volunteer conduct of a business of which you are the worker" as a consequence of sole owner. Paragraph (1)(a) above; b. A partnership or joint venture, you are an (c) For which there is any obligation insured. Your members, your partners, and to share damages with or repay their spouses are also insureds, but only with I someone else who must pay respect to the conduct of your business. damages because of the injury c. A limited liability company, you are an described in Paragraphs (1)(a) or insured. Your members are also insureds, (b) above; or but only with respect to the conduct of your (d) Arising out of his or her providing business. Your managers are insureds, but or failing to provide professional only with respect to their duties as your health care services. managers. If you are not in the business of d. An organization other than a partnership, providing professional health care joint venture or limited liability company, you services, Paragraph (d) does not apply are an insured. Your "executive officers" and to any nurse, emergency medical directors are insureds, but only with respect technician or paramedic employed by Your stockholders are also insurROVp to their duties as your officersnANTHA you to provide such services. "Property damage" to property: to their liability with respect as stDIvISI (a) Owned, occupied or used by, Page 10 of 24 Form SS 00 08 04 05 .E3ERT BUSINESS LIABILITY COVERAGE FORM (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 "employees", "volunteer workers", any partner or member (if you are a partnership or joint venture), or any member (if you are a limited liability company). b. Real Estate Manager Any person (other than your "employee" or "volunteer worker"), or any organization while acting as your real estate manager. c. Temporary Custodians Of Your Property Any person or organization having proper temporary custody of your property if you die, but only: (1) With respect to liability arising out of the maintenance or use of that property; and (2) Until your legal representative has been appointed. d. Legal Representative If You Die Your legal representative if you die, but only with respect to duties as such. That representative will have all your rights and duties under this insurance. e. Unnamed Subsidiary Any subsidiary and subsidiary thereof, of yours which is a legally incorporated entity of which you own a financial interest of more than 50% of the voting stock on the effective date of this Coverage Part. The insurance afforded herein for any subsidiary not shown in the Declarations as a named insured does not apply to injury or damage with respect to which an insured under this insurance is also an insured under another policy or would be an insured under such policy but for its termination or upon the exhaustion of its limits of insurance. 3. Newly Acquired Or Formed Organization Any organization you newly acquire or form, other than a partnership, joint venture or limited liability company, and over which you maintain financial interest of more than 50% of the voting stock, 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 until the 180th day after you cqr or form the organization or the a (Ri3 policy period, whichever is earlier; nit I I b. Coverage under this provision does not apply to: (1) "Bodily injury" or "property damage" that occurred; or (2) "Personal and advertising injury" arising out of an offense committed before you acquired or formed the organization. 4. Operator Of Mobile Equipment With respect to "mobile equipment" registered in your name under any motor vehicle registration law, any person is an insured while driving such equipment along a public highway with your permission. Any other person or organization responsible for the conduct of such person is also an insured, but only with respect to liability arising out of the operation of the equipment, and only if no other insurance of any kind is available to that person or organization for this liability. However, no person or organization is an insured with respect to: a. "Bodily injury" to a co -"employee" of the person driving the equipment; or b. "Property damage" to property owned by, rented to, in the charge of or occupied by you or the employer of any person who is an insured under this provision. 5. Operator of Nonowned Watercraft With respect to watercraft you do not own that is less than 51 feet long and is not being used to carry persons for a charge, any person is an insured while operating such watercraft with your permission. Any other person or organization responsible for the conduct of such person is also an insured, but only with respect to liability arising out of the operation of the watercraft, and only if no other insurance of any kind is available to that person or organization for this liability. However, no person or organization is an insured with respect to: a. "Bodily injury" to a co -"employee" of the person operating the watercraft; or b. "Property damage" to property owned by, rented to, in the charge of or occupied by you or the employer of any person who is an insured under this provision. 6. Additional Insureds When Required By Written Contract, Written Agreement Or Permit The person(s) or organization(s) identified in ot APP(f(J%?Lqraphs a. through f. below are additional IGEMENT DIUIi51 Rds when you have agreed, in a written 16 2020 Form SS 00 08 04 05 M. LAMBERT Page 11 of 24 BUSINESS LIABILITY COVERAGE FORM contract, written agreement or because of a permit issued by a state or political subdivision, that such person or organization be added as an additional insured on your policy, provided the injury or damage occurs subsequent to the execution of the contract or agreement, or the issuance of the permit. A person or organization is an additional insured under this provision only for that period of time required by the contract, agreement or permit. However, no such person or organization is an additional insured under this provision if such person or organization is included as an additional insured by an endorsement issued by us and made a part of this Coverage Part, including all persons or organizations added as additional insureds under the speck additional insured coverage grants in Section F. —Optional Additional Insured Coverages. a. Vendors Any person(s) or organization(s) (referred to below as vendor), but only with respect to "bodily injury" or "property damage" arising out of "your products" which are distributed or sold in the regular course of the vendor's business and only if this Coverage Part provides coverage for "bodily injury" or "property damage" included within the "products -completed operations hazard". (1) The insurance afforded to the vendor is subject to the following additional exclusions: This insurance does not apply to (a) "Bodily injury" or "property damage" for which the vendor is obligated to pay damages by reason of the assumption of liability in a contract or agreement. This exclusion does not apply to liability for damages that the vendor would have in the absence of the contract or agreement; (b) Any express warranty unauthorized by you; (c) Any physical or chemical change in the product made intentionally by the vendor; (d) Repackaging, except when unpacked solely for the purpose of inspection, demonstration, testin or the substitution of parts u instructions from the manufact Ry, and then repackaged in tlu; original container; (e) Any failure to make such inspections, adjustments, tests or servicing as the vendor has agreed to make or normally undertakes to make in the usual course of business, in connection with the distribution or sale of the products; (f) Demonstration, installation, servicing or repair operations, except such operations performed at the vendor's premises in connection with the sale of the product; (g) Products which, after distribution or sale by you, have been labeled or relabeled or used as a container, part or ingredient of any other thing or substance by or for the vendor; or (h) "Bodily injury" or "property damage" arising out of the sole negligence of the vendor for its own acts or omissions or those of its employees or anyone else acting on its behalf. However, this exclusion does not apply to: (i) The exceptions contained in Subparagraphs (d) or (f); or (ii) Such inspections, adjustments, tests or servicing as the vendor has agreed to make or normally undertakes to make in the usual course of business, in connection with the distribution or sale of the products. (2) This insurance does not apply to any insured person or organization from wham you have acquired such products, or any ingredient, part or container, entering into, accompanying or containing such products. b. Lessons Of Equipment (1) Any person or organization from whom you lease equipment; but onty with respect to their liability for "bodily injury", "property damage" or "personal and advertising injury" caused, in whole or in part, by your maintenance, operation or use of equipment leased to you by such VED & APPROy on or organization MANACiEMENT DIVISION 16 2020 Page 12 of 24 SAMATHA M. LAMBERT Form SS 00 08 04 05 BUSINESS LIABILITY COVERAGE FORM (2) With respect to the insurance afforded to these additional insureds, this insurance does not apply to any "occurrence" which takes place after you cease to lease that equipment. c. Lessors Of Land Or Premises (1) Any person or organization from whom you lease land or premises, but only with respect to liability arising out of the ownership, maintenance or use of that part of the land or premises leased to you. (2) With respect to the insurance afforded to these additional insureds, this insurance does not apply to: (a) Any "occurrence" which takes place after you cease to lease that land or be a tenant in that premises; or (b) Structural alterations, new construction or demolition operations performed by or on behalf of such person or organization. d. Architects, Engineers Or Surveyors (1) Any architect, engineer, or surveyor, but only with respect to liability for "bodily injury", "property damage" or "personal and advertising injury" caused, in whale or in part, by your acts or omissions or the acts or omissions of those acting on your behalf: (a) In connection with your premises; or (b) In the performance of your ongoing operations performed by you or on your behalf. (2) With respect to the insurance afforded to these additional insureds, the following additional exclusion applies: This insurance does not apply to "bodily injury", "property damage" or "personal and advertising injury" arising out of the rendering of or the failure to render any professional services by or for you, including: (a) The preparing, approving, or failure to prepare or approve, maps, shop drawings, opinions, reports, surveys, field orders, change orders, designs or drawings and specifications; or (b) Supervisory, architectural or activities. e. Permits Issued By State Or Political Subdivisions (1) Any state or political subdivision, but only with respect to operations performed by you or on your behalf for which the state or political subdivision has issued a permit. (2) With respect to the insurance afforded to these additional insureds, this insurance does not apply to: (a) "Bodily injury", "property damage" or "personal and advertising injury" arising out of operations performed for the state or municipality; or (b) "Bodily injury" or "property damage" included within the "products - completed operations hazard". f. Any Other Party (1) Any other person or organization who is not an insured under Paragraphs a. through e. above, but only with respect to liability for "bodily injury", "property damage" or "personal and advertising injury" caused, in whole or in part, by your acts or omissions or the acts or omissions of those acting on your behalf: (a) In the performance of your ongoing operations; (b) In connection with your premises owned by or rented to you; or (c) In connection with "your work" and included within the "products - completed operations hazard", but only if (1) The written contract or written agreement requires you to provide such coverage to such additional insured; and (it) This Coverage Part provides coverage for "bodily injury" or "property damage" included within the "products - completed operations hazard". (2) With respect to the insurance afforded to these additional insureds, this insurance does not apply to: "Bodily injury", "property damage" or "personal and advertising injury" arising out of the rendering of, or the failure to render, any professional & APPROWWural, engineering or surveying kgEMENT Dft9doos, including: Form SS 00 08 04 05 16 2020 Page 13 of 24 M. LAMBERT BUSINESS LIABILITY COVERAGE FORM (a) The preparing, approving, or This General Aggregate limit does not failure to prepare or approve, apply to "property damage" to premises maps, shop drawings, opinions, while rented to you or temporarily reports, surveys, field orders, occupied by you with permission of the change orders, designs or owner, arising out of fire, lightning or drawings and specifications; or explosion. (b) Supervisory, inspection, 3. Each Occurrence Limit architectural or engineering Subject to 2.a. or 2.b above, whichever activities. applies, the most we will pay for the sum of all The limits of insurance that apply to additional damages because of all "bodily injury", insureds are described in Section D. — Limits "property damage" and medical expenses Of Insurance. arising out of any one "occurrence" is the How this insurance applies when other Liability and Medical Expenses Limit shown in insurance is available to an additional insured the Declarations. is described in the Other Insurance Condition The most we will pay for all medical expenses in Section E. — Liability And Medical Expenses because of "bodily injury" sustained by any General Conditions. one person is the Medical Expenses Limit No person or organization is an insured with shown in the Declarations. respect to the conduct of any current or past 4. Personal And Advertising Injury Limit partnership, joint venture or limited liability Subject to 2.b. above, the most we will pay for company that is not shown as a Named Insured in the sum of all damages because of all the Declarations. "personal and advertising injury" sustained by D. LIABILITY AND MEDICAL EXPENSES any one person or organization is the Personal LIMITS OF INSURANCE and Advertising Injury Limit shown in the Declarations. 1. The Most We Will Pay S. Damage To Premises Rented To You Limit The Limits of Insurance shown in the The Damage To Premises Rented To You Declarations and the rules below fix the most Limit is the most we will pay under Business we will pay regardless of the number of: Liability Coverage for damages because of a. Insureds; "property damage" to any one premises, while b. Claims made or "suits" brought; or rented to you, or in the case of damage by fire, c. Persons or organizations making claims or lightning or explosion, while rented to you or bringing "suits". temporarily occupied by you with permission of 2. Aggregate Limits the owner. The most we will pay for: In the case of damage by fire, lightning or explosion, the Damage to Premises Rented To a. Damages because of "bodily injury" and You Limit applies to all damage proximately "properly damage" included in the caused by the same event, whether such "products -completed operations hazard" is damage results from fire, lightning or explosion the Products -Completed Operations or any combination of these. Aggregate Limit shown in the 6. How Limits Apply To Additional Insureds Declarations. b. Damages because of all other "bodily The most we will pay on behalf of a person or injury", "property damage" or "personal organization who is an additional insured and advertising injury", including medical under this Coverage Part is the lesser of: expenses, is the General Aggregate Limit a. The limits of insurance specified in a shown in the Declarations. written contract, written agreement or This General Aggregate Limit applies permit issued by a state or political separately to each of your "locations" subdivision; or owned by or rented to you. b. The Limits of Insurance shown in the "Location" means premises involving the Declarations. same or connecting lots, or premises Such amount shall be a part of and not in whose connection is interrupted onl to the Limits of Insurance shown in & AMP= rations and described in this Section. street, roadway or right-of-wayMANAqEMENT railroad. IVISION 16 2020 Page 14 of 24 Form SS 00 08 04 05 SAMANTHA M. LAMBERT BUSINESS LIABILITY COVERAGE FORM This Paragraph f. applies separately to you and any additional insured. 3. Financial Responsibility Laws a. When this policy is certified as proof of financial responsibility for the future under the provisions of any motor vehicle financial responsibility law, the insurance provided by the policy for "bodily injury" liability and "property damage" liability will comply with the provisions of the law to the extent of the coverage and limits of insurance required by that law. b. With respect to "mobile equipment" to which this insurance applies, we will provide any liability, uninsured motorists, underinsured motorists, no-fault or other coverage required by any motor vehicle law. We will provide the required limits for those coverages. 4. Legal Action Against Us No person or organization has a right under this Coverage Form: a. To join us as a party or otherwise bring us into a "suit" asking for damages from an insured; or b. To sue us on this Coverage Form unless all of its terms have been fully complied with. A person or organization may sue us to recover on an agreed settlement or on a final judgment against an insured; but we will not be liable for damages that are not payable under the terms of this insurance or that are in excess of the applicable limit of insurance. An agreed settlement means a settlement and release of liability signed by us, the insured and the claimant or the claimant's legal representative. 5. Separation Of Insureds Except with respect to the Limits of Insurance, and any rights or duties specifically assigned in this policy to the first Named Insured, this insurance applies: a. As if each Named Insured were the only Named Insured; and b. Separately to each insured against whom a claim is made or "suit" is brought. 6. Representations Westbound Communications, Inc. EFFECTIVE DATES: 05106/2019 to 05/0612020 POLICY NUMBER: 72 SBA IB4627 (3) We have issued this policy in reliance upon your representations. b. Unintentional Failure To Disclose Hazards If unintentionally you should fail to disclose all hazards relating to the conduct of your business at the inception date of this Coverage Part, we shall not deny any coverage under this Coverage Part because of such failure. 7. Other Insurance If other valid and collectible insurance is available for a loss we cover under this Coverage Part, our obligations are limited as follows: a. Primary Insurance This insurance is primary except when b. below applies. If other insurance is also primary, we will share with all that other insurance by the method described in c. below. b. Excess Insurance This insurance is excess over any of the other insurance, whether primary, excess, contingent or on any other basis: (1) Your Work That is Fire, Extended Coverage, Builder's Risk, Installation Risk or similar coverage for "your work'; (2) Premises Rented To You That is fire, lightning or explosion insurance for premises rented to you or temporarily occupied by you with permission of the owner; (3) Tenant Liability That is insurance purchased by you to cover your liability as a tenant for "property damage" to premises rented to you or temporarily occupied by you with permission of the owner; (4) Aircraft, Auto Or Watercraft If the loss arises out of the maintenance or use of aircraft, "autos" or watercraft to the extent not subject to Exclusion g. of Section A. — Coverages. (5) Property Damage To Borrowed a. When You Accept This Policy Equipment Or Use Of Elevators By accepting this policy, you agree: If the loss arises out of "property (1) The statements in the Declarations damage" to borrowed equipment or are accurate and complete; the use of elevators to the extent not (2) Those statements are based u REVI WED & APPRO�ect to Exclusion k. of Section A. — RI MANAGEMENT DlvlstbVerages. representations you made to us; an J N 16 2020 Page 16 of 24 Form SS 00 08 04 05 SAMANTHA M. LAMBERT BUSINESS LIABILITY COVERAGE FORM (6) When You Are Added As An Additional Insured To Other Insurance That is other insurance available to you covering liability for damages arising out of the premises or operations, or products and completed operations, for which you have been added as an additional insured by that insurance; or (7) When You Add Others As An Additional Insured To This Insurance That is other insurance available to an additional insured. However, the following provisions apply to other insurance available to any person or organization who is an additional insured under this Coverage Part: (a) Primary Insurance When Required By Contract This insurance is primary if you have agreed in a written contract, written agreement or permit that this insurance be primary. If other insurance is also primary, we will share with all that other insurance by the method described in c. below. (b) Primary And Non -Contributory To Other Insurance When Required By Contract If you have agreed in a written contract, written agreement or permit that this insurance is primary and non-contributory with the additional insured's own insurance, this insurance is primary and we will not seek contribution from that other insurance. Paragraphs (a) and (b) do not apply to other insurance to which the additional insured has been added as an additional insured. When this insurance is excess, we will have no duty under this Coverage Part to defend the insured against any "suit" if any other insurer has a duty to defend the insured against that "suit". If no other insurer defends, we will undertake to do so, but we will be entitled to the insured's rights against all those other insuret4i�Wlt' Form SS 00 08 04 05 When this insurance is excess over other insurance, we will pay only our share of the amount of the loss, if any, that exceeds the sum of: (1) The total amount that all such other insurance would pay for the loss in the absence of this insurance; and (2) The total of all deductible and self - insured amounts under all that other insurance. We will share the remaining loss, If any, with any other insurance that is not described in this Excess Insurance provision and was not bought specifically to apply in excess of the Limits of Insurance shown in the Declarations of this Coverage Part. c. Method Of Sharing If all the other insurance permits contribution by equal shares, we will follow this method also. Under this approach, each insurer contributes equal amounts until it has paid its applicable limit of insurance or none of the loss remains, whichever comes first. If any of the other insurance does not permit contribution by equal shares, we will contribute by limits. Under this method, each insurers share is based on the ratio of its applicable limit of insurance to the total applicable limits of insurance of all insurers. 8. Transfer Of Rights Of Recovery Against Others To Us a. Transfer Of Rights Of Recovery If the insured has rights to recover all or part of any payment, including Supplementary Payments, we have made under this Coverage Part, those rights are transferred to us. The insured must do nothing after loss to impair them. At our request, the insured will bring "suit" or transfer those rights to us and help us enforce them. This condition does not apply to Medical Expenses Coverage. b. Waiver Of Rights Of Recovery (Waiver Of Subrogation) If the insured has waived any rights of recovery against any person or organization for all or part of any payment, including Supplementary Payments, we have made under this Coverage Part, we also waive that right, provided the insured waived their rights of recovery against & APPRO)person or organization in a contract, %CEMENT DI 'isement or permit that was executed prior to the injury or damage. 16 2020 Page 17 of 24 M. LAMBERT THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. WORKERS' COMPENSATION BROAD FORM ENDORSEMENT EXTENDED OPTIONS Policy Number: 72 WEC LR3783 Endorsement Number: Effective Date: 09/28/19 Effective hour is the same as stated on the Information Page of the policy. Named Insured and Address: WESTBOUND COMMUNICATIONS, INC. 625 THE CITY DR. SUITE 480 ORANGE CA 92868 Section I of this endorsement expands coverage provided under WC 00 00 00. Section II of this endorsement provides additional coverage usually only provided by endorsement. Section III of this endorsement is a Schedule of Covered States. You may use the index to locate these coverage features quickly: SUBJECT SECTION I PARTS ONE and TWO 01 We Will Also Pay PART -THREE 02 How This Insurance Works PART - SIX 03 Transfer of Your Rights and Duties 04 Liberalization SECTION II VOLUNTARY COMPENSATION INSURANCE 05 Voluntary Compensation Insurance A. How This Insurance Applies B. We Will Pay C. Exclusions D. Before We Pay E. Recovery From Others F. Employers' Liability Insurance EMPLOYERS' LIABILITY STOP GAP ENDORSEMENT 06 Employers' Liability Stop Gap Coverage A. Stop Gap Coverage Limited to Montana, North Dakota, Ohio, Washington, West Virginia and Wyoming INDEX PAGE 2 2 2 2 2 2 2 SUBJECT B. Part One Does Not Apply C. Application of Coverage D. Additional Exclusions E. West Virginia EXTENDED OPTIONS 01 Employers' Liability Insurance 02 Unintentional Failure to Disclose Hazards 03 Waiver of Our Right to Recover from Others 04 Foreign Voluntary Compensation A. How This Reimbursement Applies B. We Will Reimburse C. Exclusions D. Before We Pay E. Recovery From Others F. Reimbursement For Actual Loss Sustained G. Repatriation H. Endemic Disease 05 Longshore and Harbor Workers' Compensation Act Coverage Endorsement SECTION III 01 Schedule of Covered States EVIE ED &APPROVED y Ris MnrvnGemervr DivisioN Form WC 99 03 03 B Printed in U.S.A. (Ed. 8/00) Process Date: 08/19/19 N 16 ��20 e artfor SAMANTHA M. LAMBERT n� PAGE 3 3 3 3 4 4 4 4 4 4 5 5 5 Page 1 of 6 Policy Expiration Date: 09/28/20 PARTS ONE and TWO WE WILL ALSO PAY D. We Will Also Pay of Part One (WORKERS' COMPENSATION INSURANCE); and E. We Will Also Pay of Part Two (EMPLOYERS' LIABILITY INSURANCE) is replaced by the following: We Will Also Pay We will also pay these costs, in addition to other amounts payable under this insurance, as part of any claim, proceeding, or suit we defend: 1. reasonable expenses incurred at our request, INCLUDING loss of earnings; 2. premiums for bonds to release attachments and for appeal bonds in bond amounts up to the limit of our liability under this insurance; 3. litigation costs taxed against you; 4. interest on a judgment as required by law until we offer the amount due under this law; and 5. expenses we incur. VOLUNTARY COMPENSATION ANDEMPLOYERS' LIABILITY COVERAGE S. Voluntary Compensation Insurance A. How This Insurance Applies This insurance applies to bodily injury by accident or bodily injury by disease. Bodily injury includes resulting death. 1. The bodily injury must be sustained by any officer or employee not subject to the workers' compensation law of any state shown in Item 3.A. of the Information Page. 2. The bodily injury must arise out of and in the course of employment or incidental to work in a state shown in Item 3.A. of the Information Page. Form WC 99 03 03 B Printed in U.S.A. (Ed. 8/00) SECTION I PART THREE 2. How This Insurance Applies Paragraph 4. of A. How This Insurance Applies of Part 3 (Other States Insurance) is replaced by the following: 4. If you have work on the effective date of this policy in any state not listed in Item 3.A. of the Information Page, coverage will not be afforded for that state unless we are notified within sixty days. PART SIX 3. Transfer Of Your Rights and Duties C. Transfer Of Your Rights and Duties of Part 6 (Conditions) is replaced by the following: Your rights or duties under this policy may not be transferred without our written consent. If you die and we receive notice within sixty days after your death, we will cover your legal representative as insured. 4. Liberalization If we adopt a change in this form that would broaden the coverage of this form without extra charge, the broader coverage will apply to this policy. It will apply when the change becomes effective in your state. SECTION II 3. The bodily injury must occur in the United States of America, its territories or possessions, or Canada, and may occur elsewhere if the employee is a United States or Canadian citizen, or otherwise legal resident, and legally employed, in the United States or Canada and temporarily away from those places. 4. Bodily injury by accident must occur during the policy period. 5. Bodily injury by disease must be caused or aggravated by the conditions of the REEVIElluraD & APPROVED LSMAN sk ANAgEMENT DIVISION 16 2020 HA M. LAMBERT Page 2 of 6 officer's or employee's employment. The officer's or employee's last day of last exposure to the conditions causing or aggravating such bodily injury by disease must occur during the policy period. B. We Will Pay We will pay an amount equal to the benefits that would be required of you as if you and your employees were subject to the workers' compensation law of any state shown in Item 3.A. of the Information Page. We will pay those amounts to the persons who would be entitled to them under the law. C. Exclusion This insurance does not cover: 1. any obligation imposed by workers' compensation or occupational disease law or any similar law. 2. bodily injury intentionally caused or aggravated by you. 3. officers or employees who have elected not to be subject to the state workers' compensation law. 4. partners or sole proprietors not covered under the Standard Sole Proprietors, Partners, Officers and Others Coverage Endorsement. D. Before We Pay Before we pay benefits to the persons entitled to them, they must: 1. Release you and us, in writing, of all responsibility for the injury or death. 2. Transfer to us their right to recover from others who may be responsible for the injury or death. 3. Cooperate with us and do everything necessary to enable us to enforce the right to recover from others. If the persons entitled to the benefits of this insurance fail to do those things, our duty to pay ends at once. If they claim damages from you or from us for the injury or death, our duty to pay ends at once. E. Recovery From Others If we make a recovery from others, we will keep an amount equal to our expenses of recovery and the benefits we paid. We will pay the balance to the persons entitled to it. Form WC 99 03 03 B Printed In U.S.A. (Ed. If the persons entitled to the benefits of this insurance make a recovery from others, they must reimburse us for the benefits we paid them. F. Employers' Liability Insurance Part Two (Employers' Liability Insurance) applies to bodily injury covered by this endorsement as though the State of Employment was shown in Item 3.A. of the Information Page. This provision 5. does not apply in New Jersey or Wisconsin. EMPLOYERS' LIABILITY STOP GAP COVERAGE 6. Employers' Liability Stop Gap Coverage A. This coverage only applies in Montana, North Dakota, Ohio, Washington, West Virginia and Wyoming. B. Part One (Workers' Compensation Insurance) does not apply to work in states shown in Paragraph A above. C. Part Two (Employers' Liability Insurance) applies in the states, shown in Paragraph A., as though they were shown in Item 3.A. of the Information Page. D. Part Two, Section C. Exclusions is changed by adding these exclusions. This insurance does not cover; 5. bodily injury intentionally caused or aggravated by you or in Ohio bodily injury resulting from an act which is determined by an Ohio court of law to have been committed by you with the belief than an injury is substantially certain to occur. However, the cost of defending such claims or suits in Ohio is covered. 13. bodily injury sustained by any member of the flying crew of any aircraft. 14. any claim for bodily injury with respect to which you are deprived of any defense or defenses or are otherwise subject to penalty because of default in premium under the provisions of the workers' compensation law or laws of a state shown in Paragraph A. E. This insurance applies to damages for which you are liable under West Virginia Code Annot. S 23- 4-2. & APPROVED 4gEMENt Divi$iON 16 2020 Page 3 of 6 EXTENDED OPTIONS 1. Employers' Liability Insurance 4. Foreign Voluntary Compensation and Employers' Item 3.B. of the Information Page is replaced by Liability Reimbursement the following: A. How This Reimbursement Applies B. Employers' Liability Insurance: This reimbursement provision applies to bodily 1. Part Two of the policy applies to work in injury by accident or bodily injury by disease. each state listed in Item 3.A. Bodily injury includes resulting death. 1. The bodily injury must be sustained by an The Limits of Liability under Part Two are officer or employee. the higher of: 2. The bodily injury must occur in the course of employment necessary or incidental to work Bodily Injury in a country not listed in Exclusion C.1. of this by Accident $500,000 Each Accident provision. 3. Bodily injury by accident must occur during Bodily Injury the policy period. by Disease $500,000 Policy Limit 4. Bodily injury by disease must be caused or aggravated by the conditions of your Bodily Injury employment. The officer or employee's last by Disease $500,000 Each Employee exposure to those conditions of your employment must occur during the policy OR period. B. We Will Reimburse 2. The amount shown in the Information We will reimburse you for all amounts paid by Page. you whether such amounts are: This provision 1 of EXTENDED OPTIONS does 1. voluntary payments for the benefits that not apply in New York because the Limits Of Our would be required of you if you and your Liability are unlimited. officers or employees were subject to any In this provision the limits are changed from workers' compensation law of the state of $500,000 to $1,000,000 in California. hire of the individual employee. 2. Unintentional Failure to Disclose Hazards 2. sums to which Part Two (Employers' Liability If you unintentionally should fail to disclose all Insurance) would apply if the Country of existing hazards at the inception date of your Employment were shown in Item 3.A. of the policy, we shall not deny coverage under this Information Page. policy because of such failure. C. Exclusions 3. Waiver of Our Right To Recover From Others This insurance does not cover: A. We have the right to recover our payments 1. any occurrences in the United States, from anyone liable for an injury covered by Canada, and any country or jurisdiction this policy. We will not enforce our right which is the subject of trade or economic against any person or organization for whom sanctions imposed by the laws or regulations you perform work under a written contract of the United States of America in effect as of that requires you to obtain this agreement the inception date of this policy. from us. 2. any obligation imposed by a workers' This agreement shall not operate directly or compensation or occupational disease law, indirectly to benefit anyone not named in the or similar law. agreement. 3. bodily injury intentionally caused or B. This provision 3. does not apply in the states aggravated by you. of Pennsylvania and Utah. REVIEW &APPROVED By ISk M AGEMENT DIVISION J 6 2020 Form WC 99 03 03 B Printed in U.S.A. (Ed. M. LAMBERT Page 4 of 6 4. liability for any consequence, whether of America necessarily incurred as a direct result direct or indirect, of war, invasion, act of of bodily injury. Foreign enemy, hostilities (whether war Our reimbursement shall be limited as follows: be declared or not), civil war, rebellion, revolution, insurrection or military or 1. to the amount by which such expenses usurped power. No endorsement now or exceed the normal cost of returning the subsequently attached to this policy shall officer or employee if in good health, or be construed as overriding or waiving 2. in the event of death, to the amount by which this limitation unless specific reference is such expenses exceed the normal cost of made thereto. returning the officer or employee if alive and D. Before We Pay in good health. Before we reimburse you for the benefits to the persons entitled to them, you must have them: 1. release you and us, in writing, of all responsibility for the injury or death, 2. transfer to us their right to recover from others who may be responsible for their injury or death, 3. cooperate with us and do everything necessary to enable us to enforce the right to recover from others. 5. If the persons entitled to the benefits paid fail to do these things, our duty to reimburse ends at once. If they claim damages from us for the injury or death, our duty to reimburse ends at once. E. Recovery From Others If we make a recovery from others, we will keep an amount equal to our expenses of recovery and the benefits we reimbursed. We will pay the balance to the persons entitled to it. If persons entitled to the benefits make a recovery from others, they must repay us for the amounts that we have reimbursed you. F. Reimbursement for Actual Loss Sustained This endorsement provides only for reimbursement for the loss you actually sustain. In order for you to recover loss or expenses under this reimbursement you must: 1. actually sustain and pay the loss or expense in money after trial, or 2. secure our consent for the payment of the loss or expense. G. Repatriation Our reimbursement includes the additional expenses of repatriation to the United States In no event shall our reimbursement exceed the bodily injury by accident limit shown in Item 3.B. of the Information Page as respects any one such officer or employee whether dead or alive. H. Endemic Disease The word "disease" includes any endemic diseases. The coverage applies as if endemic diseases were included in the provisions of the workers' compensation law. Longshore and Harbor Workers' Compensation Act Coverage General Section C. Workers' Compensation Law is replaced by the following: C. Workers' Compensation Law Workers' Compensation Law means the workers or workers' compensation law and occupational disease law of each state or territory named in Item 3.A. of the Information Page and the Longshore and Harbor Workers' Compensation Act (33 USC Sections 901-950). It includes any amendments to those laws that are in effect during the policy period. It does not include any other federal workers or workers' compensation law, other federal occupational disease law or the provisions of any law that provide nonoccupational disability benefits. Part Two (Employers' Liability Insurance), C. Exclusions, exclusion 8, does not apply to work subject to the Longshore and Harbor Workers' Compensation Act. This coverage does not apply to work subject to the Defense Base Act, the Outer Continental Shelf Lands Act, or the Nonappropriated Fund Instrumentalities Act. & APPROVED tGEMENT DIVISION Form WC 99 03 03 B Printed in U.S.A. (Ed. 8/00) N 16 2020 Page 5 of 6 SAMANTHA M. LAMBERT SECTION III 1. SCHEDULE OF COVERED STATES A. This endorsement only applies in the states listed in this Schedule of Covered States. C. Schedule of Covered States: CA Countersigned by B. If a state, shown in Item 3.A. of the Information Page, approves this endorsement after the effective date of this policy, this endorsement will apply to this policy. The coverage will apply in the new state on the effective date of the state approval & APPROVED Authorized Representative 1GEMENT DIVISION Form WC 99 03 03 B Printed in U.S.A. (Ed. 8/00) I I l4Nf 112020 Page 6 of 6 M, LAMBERT Westbound Public Relations & Marketing January 10, 2020 City of Santa Ana Attn: Risk Management 20 Civic Center Plaza, 4t' Floor Santa Ana, CA 92701 RE: Anaheim/Santa Ana UASI Agreement To whom it may concern, This letter serves to confirm that Westbound Communications DOES NOT OWN any vehicles of any type. If vehicles are acquired during the term of this contract, Westbound Communications will: 1) purchase any owned or all owed automobile insurance, 2) shall be primary, and any insurance carried by the City of Santa Ana shall be excess and noncontributory. If any additional information is needed please feel free to contact me at 714.663.8188 or via email at Imartint7a.westboundcomm unications.com. Thank you. Linda Martin Partner Westbound Communications & APPROVED LGEMENT DIVISION 1 . .-- - - - - -- L-JAN-1fi101(L--------------- WESTCOM-16 JIBARTLESQN1 ,a►��izo CERTIFICATE OF LIABILITY INSURANCE °A 4116/DDA'VYY) all sl2ozD 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 if 0757776 HUB International Insurance Services Inc. 3390 University Avenue Suite 300 CAME:ONTACT PHONE ) FAX A/C, No, Ea(: (951 788-8500 No):(951) 7SI3-BSO2 nDo* SS Riverside, CA 92501 INSURERIS) AFFORDING COVERAGE NAIC e INSURER A: Sentinel Insurance Company, Ltd. 11000 INSURED INSURER a: Trumbull Insurance Company 27120 INSURER C: Axis Insurance Company 37273 Westbound Communications, Inc. 625 The City Drive, Suite 480 Orange, CA 92868 INSURER 0: INSURER E : INSURER F : L:UVE:RAGES r.PPTIFICATF NIIMRFG n,-.n....... NNUMBER: 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 RESPECTTO 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. ILTR NSR TYPE OF INSURANCE ADDL BUBR INM Win POLICY NUMBER POLICY EFF POLICY EXP LIMITS A X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 2,000,000 CLAMS -MADE X OCCUR X X 72SBAIB4627 516/2020 51612021 DAMAGE TO RENTEDREMISE mLe $ 11000,000 MED EXP An one erepn $ 10,000 PERSONAL&ADV INJURY $ 2,000,000 GEN'L AGGREGATE LIMIT APPLIES PER GENERAL AGGREGATE $ 4,000,000 X POLICY❑ jEeT LOG PRODUCTS - COMPIOPAGG $ 4,000,000 OTHER: A AUTOMOBILE LIABILITY CO BII deo SINGLE LIMIT $ 2,000,000 (EaANY AUTO 72SBAIB4627 516/2020 5/6/2021 BODILY INJURY Per Perron) OWNED SCHEDULED AUTOS ONLY AUUTTOSS BODILY INJURY Peracadint $ X AUTOS ONLY X AUTOS ONE PPerOac'aiDAMAGE A X UMBRELLA LIAR X OCCUR EACH OCCURRENCE $ 2,000,000 EXCESS LIAR CLAIMS -MADE 72SBAIB4627 516/2020 51612021 AGGREGATL $ 2,000,000 DED X RETENTION$ 10,000 B WORKERS COMPENSATION AND EMPLOYERS' LIABILITY YIN X STA UTE OTH- ANY PROPRIETORIPARTNERIEXECUTIVE 72WECLR3783 912g@019 912812020 11000,000 gqFFICERIMEMBER EXCLUDED? NIA EL EACH ACCIDENT (Mantlatory in NH) E.L DISEASE -EA EMPLOYE $ 1,000,000 Dyee, describe untler DESCRIPTION OF OPERATIONS bdcrw E.L DISEASE -POLICY LIMIT 11000,000 C Professional Liab P001000174815 1 —61251 0019 912512020 Per Claim 3,000,000 C Retention: $10,000 P00100017481501 9125/2019 9/2512020 Aggregate 3,000,000 DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) The City of Santa Ana, it's officers, employees, agents, volunteers and representatives are Additional Insured In regards to General Liability perform IH12001185 which includes 30 Day Notice of Cancellation. Primary & Non -Contributory wording and Waiver of Subrogation coverages apply to the General Liability policy when required by written contract per the attached endorsement SS0008 04105 (pgs. 16-17 of 24) & SS1215 03100. RgE VIEWiskED & APPRpOVEoD City of Santa Ana Risk Management Division 20 Civic Center Plaza, 4th Floor Santa Ana, CA 92702 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 4qu _'" (9 188a-21.115 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD City of Santa Ana Risk Management Division 20 Civic Center Plaza, 4th Floor Santa Ana, CA 92702 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 4qu _'" (9 188a-21.115 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD POLICY NUMBER: 72 SBA IB4627 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - PERSON -ORGANIZATION THE CITY OF MORENO VALLEY MORENO VALLEY COMMUNITY SERVICES DISTRICT REDEVELOPMENT AGENCY OF THE CITY OF MORENO VALLEY 14177 FREDERICK STREET MORENO VALLEY, CA 92552 THE COUNTY OF ORANGE SOHN WAYNE AIRPORT 3160 AIRWAY AVENUE COST MESA, CA 92626 ORANGE COUNTY TRANSPORTATION AUTHORITY ATTN: PIA VEESAPEN 550 S. MAIN STREET ORANGE, CA 92863-1584 RE: REFERENCE AGREEMENT NO. C-1-2666 CITY OF SANTA ANA 20 CIVIC CENTER PLAZA SANTA ANA, CA 92701 TIME WARNER CABLE, INC. 350 N. CONTINENTAL BLVD. EL SEGUNDO, CA 90245 RE: PRIMARY AND NON CONSTRIBUTORY PLACENTIA - YORBA LINDA UNIFIED SCHOOL DISTRICT, ITS BOARD AND ITS OFFICERS, AGENTS AND EMPLOYEES SOUTHERN CALIFORNIA SCHOOLS RISK MANAGEMENT 1301 E. ORANGETHORPE AVE PLACENTIA, CA 92870 WILLDAN ENERGY SOLUTIONS ATTN: RISK MANAGER 2401 E. KATELLA AVE., STE 300 ANAHEIM, CA 92806 REVIEWED & APPROVED By RISC MANAGEMENT DIVISION Form IH 12 00 1185 T SEQ. NO. 003 Printed in U.S.A. Page 001 (CONTINUED ON NEXT PAGE) Process Date: 02 / 21 / 2 0 Expiration Date: 05 / 06 / 21 POLICY NUMBER: 72 SBA IB4627 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. 30 DAY NOTICE OF CANCELLETION IN CONSIDERATION OF NO CHANGE IN PREMIUM, IT IS HEREBY AFREED AND UNDERSTOOD THAT FORM SS1224 IS ADDED PER THE ATTACHED. REVIEWED & APPROVED By Risk MANnG MAY 0 4 2020 Form IH 12 00 1185 T SEQ. NO. 007 Printed in U.S.A. Page 001 (CONTINUED ON NEXT PAGE) Process Date: 02/21/20 Expiration Date: 05/06/21 BUSINESS LIABILITY COVERAGE FORM Westbound Communications, Inc. EFFECTIVE DATES: 05/06/2020 to 05/06/2021 POLICY NUMBER: 72 SBA IB4627 This Paragraph f. applies separately to (3) We have issued this policy in reliance you and any additional insured. upon your representations. 3. Financial Responsibility Laws b. Unintentional Failure To Disclose a. When this policy is certified as proof of Hazards financial responsibility for the future under If unintentionally you should fail to disclose the provisions of any motor vehicle all hazards relating to the conduct of your financial responsibility law, the insurance business at the inception date of this provided by the policy for "bodily injury" Coverage Part, we shall not deny any liability and "property damage" liability will coverage under this Coverage Part comply with the provisions of the law to because of such failure. the extent of the coverage and limits of 7. Other Insurance insurance required by that law. b. With respect to "mobile equipment" to If other valid and collectible insurance is which this insurance applies, we will available for a loss we cover under this provide any liability, uninsured motorists, Coverage Part, our obligations are limited as underinsured motorists, no-fault or other follows: coverage required by any motor vehicle a. Primary Insurance law. We will provide the required limits for This insurance is primary except when b. those coverages. below applies. If other insurance is also 4. Legal Action Against Us primary, we will share with all that other No person or organization has a right under insurance by the method described in c. this Coverage Form: below. a. To join us as a party or otherwise bring us b. Excess Insurance into a "suit" asking for damages from an This insurance is excess over any of the insured; or other insurance, whether primary, excess, b. To sue us on this Coverage Form unless contingent or on any other basis: all of its terms have been fully complied (1) Your Work with. That is Fire, Extended Coverage, A person or organization may sue us to recover Builder's Risk, Installation Risk or on an agreed settlement or on a final judgment similar coverage for "your work" against an insured; but we will not be liable for (2) Premises Rented To You damages that are not payable under the terms of this insurance or that are in excess of the That is fire, lightning or explosion applicable limit of insurance. An agreed insurance for premises rented to you settlement means a settlement and release of or temporarily occupied by you with liability signed by us, the insured and the permission of the owner; claimant or the claimant's legal representative. (3) Tenant Liability 5. Separation Of Insureds That is insurance purchased by you to Except with respect to the Limits of Insurance, cover your liability as a tenant for and any rights or duties specifically assigned "property damage" to premises rented in this policy to the first Named Insured, this to you or temporarily occupied by you insurance applies: with permission of the owner; a. As if each Named Insured were the only (4) Aircraft, Auto Or Watercraft Named Insured; and If the loss arises out of the maintenance b. Separately to each insured against whom or use of aircraft, "autos" or watercraft to a claim is made or "suit" is brought. the extent not subject to Exclusion g. of Section —Covera as 6. Representations g (5) Property Damage To Borrowed a. When You Accept This Policy Equipment Or Use Of Elevators By accepting this policy, you agree: If the loss arises out of "property (1) The statements in the DeclaratiorkVIEWED & APPRO1 age" to borrowed equipment or are accurate and complete; �t use of elevators to the extent not (2) Those statements are based upoBy Risk MnNaGEmI Nr Divii9ject to Exclusion k. of Section A. — representations you made to us; and Coverages. Page 16 of 24 maw Form SS 00I 041 BUSINESS LIABILITY COVERAGE FORM (6) When You Are Added As An When this insurance is excess over other Additional Insured To Other insurance, we will pay only our share of Insurance the amount of the loss, if any, that That is other insurance available to exceeds the sum of: you covering liability for damages (1) The total amount that all such other arising out of the premises or insurance would pay for the loss in the operations, or products and completed absence of this insurance; and operations, for which you have been (2) The total of all deductible and self - added as an additional insured by that insured amounts under all that other insurance; or insurance. (7) When You Add Others As An We will share the remaining loss, if any, with Additional Insured To This any other insurance that is not described in Insurance this Excess Insurance provision and was not That is other insurance available to an bought specifically to apply in excess of the additional insured. Limits of Insurance shown in the However, the following provisions Declarations of this Coverage Part. apply to other insurance available to c. Method Of Sharing any person or organization who is an If all the other insurance permits additional insured under this Coverage contribution by equal shares, we will follow Part: this method also. Under this approach, (a) Primary Insurance When each insurer contributes equal amounts Required By Contract until it has paid its applicable limit of This insurance is primary if you insurance or none of the loss remains, have agreed in a written contract, whichever comes first. written agreement or permit that If any of the other insurance does not permit this insurance be primary. If other contribution by equal shares, we will insurance is also primary, we will contribute by limits. Under this method, each share with all that other insurance insurers share is based on the ratio of its by the method described in c. applicable limit of insurance to the total below. applicable limits of insurance of all insurers. (b) Primary And Non -Contributory 8. Transfer Of Rights Of Recovery Against To Other Insurance When Others To Us Required By Contract a. Transfer Of Rights Of Recovery If you have agreed in a written If the insured has rights to recover all or contract, written agreement or part of any payment, including permit that this insurance is Supplementary Payments, we have made primary and non-contributory with under this Coverage Part, those rights are the additional insured's own transferred to us. The insured must do insurance, this insurance is nothing after loss to impair them. At our primary and we will not seek request, the insured will bring "suit" or contribution from that other transfer those rights to us and help us insurance. enforce them. This condition does not Paragraphs (a) and (b) do not apply to apply to Medical Expenses Coverage. other insurance to which the additional b. Waiver Of Rights Of Recovery (Waiver insured has been added as an Of Subrogation) additional insured. If the insured h d as waive any rights of When this insurance is excess, we will recovery against any person or have no duty under this Coverage Part to organization for all or part of any payment, defend the insured against any "suit" if any including Supplementary Payments, we other insurer has a duty to defend the have made under this Coverage Part, we insured against that "suit". If no other insurer defends, we will unde also waive that right, provided the insured insso, but we will , entitled tot y' & APPROVED waived their rights of recovery against rights against all those other ins VerS. NAGEMENT DIVISION such person or organization in a contract, agreement or permit that was executed MAY 0 4 2020 prior to the injury or damage. Form SS 00 08 04 05 Page 17 of 24 Westbound Communications, Inc. EFFECTIVE DATES: 05/06/2020 to 05/06/2021 POLICY NUMBER: 72 SBA IB4627 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. WAIVER OF SUBROGATION This endorsement modifies insurance provided under the following: BUSINESS LIABILITY COVERAGE FORM We waive any right of recovery we may have against: 1. Any person or organization shown in the Declarations, or 2. Any person or organization with whom you have a contract that requires such waiver. Form SS 12 15 03 00 REVIEWED & APPROVED By Risk MANAgEMENT DIVISION © 2000, The Hartford Page 1 of 1 Westbound Pi: bl[c Retattor,_ April 27. ?i i '(1 City of Santa .\na Attn: Risk i\Janagement 20 Civic Ccnlcr Plaza. 4th Floor Santa Ana. U \ 92701 RE: Anahcnn Santa �\nu IIASI Agreement To whom iI ma) concern. This letter ,%cs to conlirm that Westbound Communications DOES NOT OWN any vehicles of any type. II �chieles are acquired Burin" the term of this contract, Westbound Communications will: 1) purch;uc am o ne<I ur all o ed automobile insurance: 2) shall be primary, and any insurance r:; ric.l h the ('ilk of Santa Ana shall be excess and noncontributory. Ifany addli i,nul inlin'rlullion is needed please feel fi-ee to contact me at 714.663.8188 or via email at smith a \�;,tboundcommunications.cont. Thank you Sincerely. Scott Sm It I, Presidem. \\ c.lhound Communications Inc. 1