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Home My WebLink AboutJ. LEE ENGINEERING, INC.,16URANCE ON FILE WORK MAY PROCEED A-2022-072-07 UNTIL INSURANCE EXPIRES a - k - 22 CLERK OF COUNCIL DATE: JUL 2 8 2022 AGREEMENT TO PROVIDE ON -CALL BUILDING SAFETY INSPECTION e%?'EA(Frwni XV)LAY)! SERVICES THIS AGREEMENT is made and entered into this 17th day of May, 2022 by and between J. Lee Engineering, Inc., a California corporation ("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. On March 25, 2022, the City issued Request for Qualification No. 22-050, by which it sought Consultants to provide on -call building safety consultant services for the Planning and Building Agency of the City of Santa Ana. B. The scope of work may include any and all work efforts related to City projects to provide Plan Check and Building Inspection services and customer assistance for the City of Santa Ana. The intent is to minimize response time and improve customer services by supplementing in-house staff with consulting services on an as -needed basis. C. Consultant submitted a responsive proposal that was among those selected by the City. Consultant represents that it is able and willing to provide the services described in the scope of work that was included in RFQ No. 22-050 and attached hereto as Exhibit A. D. Consultant has been selected as one of the fourteen (14) vendors which qualified for this engagement. Only those consultants approved by the City Council on May 17, 2022 shall be eligible to be engaged by the City for these services. E. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional contracting firm in the field. NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows: 1. SCOPE OF SERVICES a. On an as -needed basis, and at the sole discretion of City, Consultant shall perform the services that are described in Exhibit A, attached and incorporated by reference as though fully set forth herein. 2. COMPENSATION a. As Consultant is one of fourteen (14) selected vendors selected by the City, City Page 1 of 10 neither warrants nor guarantees any minimum or maximum compensation to Consultant under this Agreement. Consultant shall be paid only for actual services performed under this Agreement at the rates and charges identified in Exhibit A. The total amount to be expended during the term of this Agreement, as approved by Council amongst the fourteen (14) selected vendors, shall not exceed Four Million Six Hundred Thousand Dollars and Zero Cents ($4,600,000). b. Where applicable, City shall recognize and pay for any outstanding invoices for work performed by any of the fourteen (14) selected vendors for building safety consultant services performed by the Consultant for work previously performed for the City. C. Payment by City shall be made within forty-five (45) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals and Scope of Work, which may reasonably be expected by City. 3. TERM This Agreement shall commence on the date first written above for a three (hear term with the option for the City to grant up to a one (1) year renewal, exercisable by a writing by the City manager and the City Attorney, unless terminated earlier in accordance with Section 16, below. 4. INDEPENDENT CONTRACTOR Consultant shall, during the entire term of this Agreement, be construed to be an independent contractor and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer -employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. 5. OWNERSHIP OF MATERIALS This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant shall require all subcontractors to agree in writing that City is granted a non-exclusive and Page 2 of 10 perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. .Consultant makes no such representation and warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk. 6. INSURANCE Prior to undertaking performance of work under this Agreement, Consultant shall maintain and shall require its subcontractors, if any, to obtain and maintain insurance as described below: a. Minimum Scope and Limit of Insurance 1. Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an "occurrence" basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $1,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit. 2. Automobile Liability: ISO Form Number CA 00 01 covering any auto (Code 1), or if Consultant has no owned autos, hired, (Code 8) and non -owned autos (Code 9), with a limit no less than $1,000,000 per accident for bodily injury and property damage. 3. Workers' Compensation: as required by the State of California, with Statutory Limits, and Employer's Liability Insurance with limit of no less than $1,000,000 per accident for bodily injury or disease. 4. Professional Liability (Errors and Omissions): insurance appropriate to the Consultant's profession, with limit no. less than $2,000,000 per occurrence or claim. 5. Broader Coverage: if the Consultant maintains broader coverage and/or higher limits than the minimums shown above, the City requires and shall be entitled to the broader coverage and/or the higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City. b. Other Insurance Provisions Page 3 of 10 Additional Insured Status: The City, its officers, officials, employees, and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of the Consultant including materials, parts, or equipment furnished in connectionwith such work or operations. General liability coverage can be provided in the form of an endorsement to the Consultant's insurance (at least as broad as ISO Form CG 20 10 11 85 or if notavailable, through the addition of both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 2037 if a later edition is used). 2. Primary Coverage: For any claims related to this contract, the Consultant's insurance coverage shall be primary coverage at least as broad as ISO CG 20 01 04 13 as respects the City, its officers, officials, employees, and volunteers. Any insurance or self- insurance maintained by the City, its officers, officials, employees, or volunteers shall be excess of the Consultant's insurance and shall not contribute with it. 3.1 Notice of Cancellation: Each insurance policy required above shall provide that coverage shall not be canceled, except with notice to the City. 4. Waiver of Subrogation: Consultant hereby grants to City a waiver of any right to subrogation that any insurer of said Consultant may acquire against the City by virtue of the payment of any loss under such insurance. Consultant agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer. 5. Self -Insured Retentions: Self -insured retentions must be declared to and approved by the City. The City may require theConsultant to purchase coverage with a lower retention or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention. The policy language shall provide, or be endorsed to provide, that the self -insured retention may be satisfied by either the named insured or City. 6. Acceptability of Insurers: Insurance is to be placed with insurers authorized to conduct business in the state with a current A.M. Best's rating of no less than A:VII, unless otherwise acceptable to the City. 7. Claims Made Policies (applicable only to professional liability): Page 4 of 10 The Retroactive Date must be shown, and must be before the date of the contract or the beginning of contract work. ii. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work. iii. If coverage is canceled or non -renewed, and not replaced with another claims -made policy form with a Retroactive Date prior to the contract effective date, the Consultant must purchase "extended reporting" coverage for a minimum of five (5) years after completion of work. Verification of Coverage: Consultant shall furnish the City with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage requiredby this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing allpolicy endorsements to City before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant's obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time. 9. Subcontractors: Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Consultant shall ensure that City is an additional insured on insurance required from subcontractors. 10. Special Risks or Circumstances: City reserves the right to modify these requirements, including limits, based on the nature of therisk, prior experience, insurer, coverage, or other special circumstances. INDEMNIFICATION Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents, employees, consultants, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including .death, and claims for property damage, which may arise from the negligent operations of the Consultant or its Consultants, subcontractors, agents, employees, or other persons acting on their behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, Page 5 of 10 restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent Consultant's services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant. 8. INTELLECTUAL PROPERTY INDEMNIFICATION Consultant shall defend, indemnify and hold harmless the City, its officers, agents, representatives, and employees against any and all liability, including costs, and attorney's fees, for infringement of any United States' letters patent, trademark, or copyright contained in the work product or documents provided by Consultant to the City pursuant to this Agreement. 9. RECORDS Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall .be clearly identifiable. Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement. 10. CONFIDENTIALITY If Consultant receives from the City infonnation which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. "Confidential Information" shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant Page 6 of 10 without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City. 11. CONFLICT OF INTEREST CLAUSE Consultant covenants that it presently has no interest and shall not have interests, direct or indirect, which would conflict in any manner with performance of services. 12. NOTICE Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons: To City: Clerk of the City Council City of Santa Ana 20 Civic Center Plaza (M-30) P.O. Box 1988 Santa Ana, CA 92702-1988 Fax: 714- 647-6956 Executive Director Planning and Building Agency City of Santa Ana 20 Civic Center Plaza (M-21) P.O. Box 1988 Santa Ana, CA 92702 Fax:714-647-5897 To Consultant: J. Lee Engineering, Inc. Attn: Jae Lee 430 S. Garfield Ave., 9301 Alhambra, CA 91801 A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded. Page 7 of 10 13. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exclusive statement between the City and Consultant regarding the subject matter herein, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which are not embodied herein. 14. ASSIGNMENT Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City's ability to have any of the services which are the subject to this Agreement performed by City personnel or by other consultants retained by City. 15. WAIVER No waiver of breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies. 16. TERMINATION This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions: a. As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate. b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement. Page 8 of 10 17. NON-DISCRIMINATION Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, gender identity, gender expression, gender, medical conditions, genetic information, or military and veteran status, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization, promotion, termination or other employment related activities or any services provided under this Agreement. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations. 18. JURISDICTION -VENUE This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement. 19. PROFESSIONAL LICENSES Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement. 20. MISCELLANEOUS PROVISIONS a, Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney's fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. All exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. [signatures on nextpage] Page 9 of 10 A-2022-072-07 IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. ATTEST: 'tl .CIN' DAISY GOMEZ ✓Clerk of the Council APPROVED AS TO FORM SONIA R. CARVALHO City Attorney By: randon Salvatierra Deputy City Attorney FOR APPROVAL O � MINH THAI Executive Director Planning and Building Agency CITY OF SANTA ANA KRISTINE RIDGE City Manager CONSULTANT ae Lee President Page 10 of 10 0IM 1 SCOPE OF SERVICES and RATES/COSTS General Description K Building Safety Division of the City of Santa Ana foresees the submittal of many construction projects in the near future. Therefore, the City is seeking the services of professional consultants to support the efforts of City staff in the area of Building Safety Services including Plan Check Services, Inspection Services and Technical Services. Scope of Services A. Plan Review Services Consultant shall perform the following services for each assigned building plan review. 1. Detail review of the mechanical, plumbing, electrical and building (architectural and structural) plans. Review supporting documents for industrial, commercial, residential and public buildings and determine compliance with applicable building standards as related to existing and proposed buildings. 2. Review the plans for compliance with California state -mandated regulations for energy conservation, disabled access, green building standards and City adopted ordinances. 3. Review the plans for compliance with Federal Flood Plain regulations for projects in the special flood hazard area designated on the flood insurance rate map (FIRM) as Flood Zone A or AE. 4. Recheck and approval of final plans and supporting documents to be provided without additional charge for recheck. 5. Submittal of approved plans and all supporting documents to the City of Santa Ana. 6. Provide all necessary liaison with applicants via phone, e-mail or in person to expedite the review process and consult on complex code issues with City of Santa Ana Building Official. 7. Plan review report to be customized for each project and be delivered via fax, mail or e-mail to City and the applicant. 8. Structural portion of the plans to be reviewed by California Licensed Civil or Structural Engineer. 9. Plan reviewer to be consistent, accurate, available and responsive to the City and the applicant via phone, fax, e-mail and meetings. Also, the plan reviewer shall be available to the Building Official and his staff to help answer Code questions arising from review. Plan reviewer shall provide assistance in evaluation of alternate materials, design and methods of construction proposed by applicant. 10. Plan reviewer shall be available, at no expense to the City of Santa Ana, to meet at the City office with owners, architects, engineers and contractors to discuss the Plan Check issues. 11. Plan reviewer to verify that the job description, square footages, occupancy classifications and type of construction, on the permit application agrees with the plans and specifications. Plan reviewer will also verify the building valuation based upon valuation costs used by the City of Santa Ana. 12. Initial Plan review to be complete within ten (10) working days and recheck within five (5) working days. 13. Consultant fee for review services to be 55% of the City of Santa Ana Standard Plan Check Fee, excluding any accelerated plan check fee. 14. Hourly projects including revisions, deferred submittals, trusses, stairs, curtain walls, mechanical, plumbing and electrical plan reviews will be checked on an hourly rate of $100.00/hour when performed by a Certified Plans Examiner and a rate of $130.00/hour when performed by a registered Senior Plan Check Engineer. 15. Expedited Plan Review will be provided when requested for an individual project and will be an additional 30% of the plan review fees above. For Expedited Plan Review, the initial plan review to be complete within five (5) to seven (7) working days and recheck within five (5) working days. 16. Fee(s) are charged in conformance with the City's Miscellaneous Fee Schedule. 17. Provide in-house temporary staff. 18.,Courier service for pickup and delivery of plans to the City shall be provided at no additional cost. 19. Plan review shall be performed electronically using the City's electronic plan review system when requested by the City. No additional fees shall be charged for electronic plan review. B. Building Inspection Services Consultant shall perform the following services. 1. .Building inspection services for industrial, commercial, residential and public buildings to determine compliance with approved plans and documents as well as applicable building standards as related to existing and proposed buildings. 2. Building inspection services for compliance with California state -mandated regulations for energy conservation, disabled access, green building standards and City adopted ordinances. 3. Building inspection services for compliance with Federal Flood Plain regulations for projects in the special flood hazard area designated on the flood insurance rate map (FIRM) as Flood Zone A or AE. 4. Building inspectors shall be certified to perform inspections for compliance with applicable California Building Standards Codes. 5. Building inspectors shall complete all necessary City forms and documents, enter results, and follow the City's workflow when an inspection is conducted. Inspectors will provide accurate correction notices and inspection records. 6. Building inspections shall be charged at an hourly rate of $80.00/hour when performed by a Certified Building Inspector and a rate of $100.00/hour when performed by a Senior Certified Building Inspector. Mileage will not be reimbursed by the City. 7. Provide accelerated building inspection services on an as -needed basis. 8. Provide in-house temporary staff. C. Technical Services Consultant shall perform the following services. 1. Technical services shall be provided as -needed at hourly rates listed in Sections A and B above, based on the qualifications of the consultant that will provide the service. Technical services shall include training and technical studies with reporting, with rates ranging from $80.00/hour to $130/hour. 2. Permit technical services shall be charged at an hourly rate of $60/hour when performed by non -certified permit technicians and $75/hour when performed by Certified Permit Technician. 3. Structural Peer Review services shall be performed by a California registered Structural Engineer who has expertise in the current edition of ASCE 41 and performance -based structural design methodologies. Peer reviewer shall have technical expertise in the evaluation and retrofit of buildings similar to the one being reviewed and shall be familiar with the technical issues and regulations governing the work to be reviewed. Consultant shall provide a lump sum fixed fee for the structural peer review services based on the scope and complexities of the project. This fee shall be subject to the approval of the project applicant as a pass -through fee and shall be paid by the project applicant in conformance with the City's Miscellaneous Fee Schedule. Francine R. ma�nilr•anm Mn,na. w ,.. Villareal oat==m,.m.n,==«=a=m• JLEEENG-01:HAELA T CERTIFICATE OF LIABILITY INSURANCE DA8/10/2021 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 endorsements . PRODUCER License #-OE67768 CONTNA,EACT Gig! Yuen (uc0°,Nri ,Eat: (925) 660.3514 50008 (Aiic, No):(925) 416-7869 IDA Insurance ServicesFAX 3875 Hopyard Road - Suite 200 AixmQAa1EBs. Gigi.Yuen@ioausa.com INSURER S AFFORDING COVERAGE NAIL N Pleasanton, CA 94588 INSURER A: Travelers Property Casualty Company of America 25674 INSURED INSURER BArch Insurance Company 11150 INSURER C: JLee Engineering, Inc. INSURER D : 430 S. Garfield Avenue, #301 Alhambra, CA 91801 INSURER E INSURER F COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT ITHE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION .OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR TYPE OFINSURANCE ADDLSUBR POLICY NUMBER POLICY EFF POLICY EXP LIMITS A )( COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE 2,000,000 CLAIMS-MADEOCCUR LAIPREMISES 6802HO13864 9/112021 911/2022 DAMAGE TO RENTED (Ea occurrence) $ 1,000,000 MED EXP (Anyone erson 10,000 PERSONAL B ADV INJURY S 2,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: POLICY [XI ypef 71 LOG GENERALAGGREGATE 4,000,000 PRODUCTS - COMP/OP AGG 4,000,000 OTHER: A LIABILITY CEOMBINEED SINGLE LIMIT $ 2,000,000 BODILY INJURY Per person)$ ANYAUTO 6802HO13864 9/112021 911/2022 BODILY INJURY Perawident $ POMOBILE OWNED SCHEDULED AUTOS ONLY AUTOS PerOa EaiRtlen DAMAGE WW�� AUTOS ONLY X AUTOSONLV UMBRELLA LIAR OCCUR EACH OCCURRENCE $ AGGREGATE EXCESS LIAR CLAIMS -MADE DIED I I RETENTIONS A WORKERS COMPENSATION AND EMPLOYERS' LIABILITY YIN ANY PROPRIETORIPARTNEWEXECUTIVE ❑ ooFFICERIMEMBER EXCLUDED? (Mandatory in NH) NIA -, UB3J84391A - - 9/112021 911/2022 )t I SERTUTE I OTH- ER E.L. EACH ACCIDENT 1,000,000 E.L DISEASE - EA EMPLOYE 1,000,000 $ E.L. DISEASE -POLICY LIMIT 11000,000 It yes, describe under DESCRIPTION OF OPERATIONS below B Professional Liab. PAAEP00102503 9/112021 9/112022 Per Claim 1,000,000 B Professional Liab. PAAEP00102503 91112021 91112022 Aggregate 2,000,000 DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached Nmore space is required) All Operations of the Named Insured. General Liability: See Additional Insured Endorsement attached; such coverage is Primary & Non -Contributory and includes Separation of Insureds, as required per written contract. NOTE: No company -owned vehicles. General Llablity includes coverage for Hired & Non -Owned Auto Liability. GENERAL LIABILITY ADDITIONAL INSURED INCLUDES THE FOLLOWING PERSON(S) OR ORGANIZATION(S): City of Santa Ana, its officers, employees, and authorized agents CANCELLATION NOTICE: 30 days written notice is provided to the aforementioned Certificate Holder. City of Santa Ana Risk Management Division 20 Civic Center Plaza, 4th Floor ACORD 25 (2016/03) 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 on / t— 1— y ,5 1Ewm&agmuntDD Sy., RbVlblVm6APPROVm BY: ©1988-2015 ACORD C Risk Management Analyst The ACORD name and logo are registered marks of ACORD POLICY NUMBER: 6802HO13864 NAMED INSURED: JLee Engineering, Inc. COMMERCIAL GENERAL LIABILITY THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED (ARCHITECTS, ENGINEERS AND SURVEYORS) This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART SCHEDULE NAME OF PERSON(S) OR ORGANIZATION(S): City of Santa Ana, its officers, employees, and agents PROJECT/LOCATION OF COVERED OPERATIONS: All operations of the Named Insured PROVISIONS A. The following is added to WHO IS AN INSURED (Section II): The person or organization shown in the Schedule above is an additional insured on this Coverage Part, but only with respect to liability for 'bodily injury", 'property damage" or "personal 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 premises owned by or rented to you; or c. In connection with "your work' and included within the 'products -completed operations hazard". Such person or organization does not qualify as an additional insured for 'bodily injury", "property damage" or 'personal injury" for which that person or organization has assumed liability in a contract or agreement. The insurance provided to such additional insured is limited as follows: d. This insurance does not apply to the rendering of or failure to render any "professional services". e. The limits of insurance afforded to the additional insured shall be the limits which you agreed in that "contract or agreement requiring insurance" to provide for that additional insured, or the limits shown in the Declarations for this Coverage Part, whichever are less. This endorsement does not increase the limits of insurance stated in the LIMITS OF INSURANCE (Section 111) for this Coverage Part. CG D3 82 09 07 © 2007 The Travelers Companies, Inc. Includes copyrighted material of Insurance Services Office, Inc., with its perm 1>Ewm & ge PRovED lmt y� Rent'weo&Arvrzw®Br: ® Risk Management Analyst B. The following is added to Paragraph a. of 4. Other Insurance in COMMERCIAL GENERAL LIABILITY CONDITIONS (Section IV): However, if you specifically agree in a "contract or agreement requiring insurance" that, for the additional insured shown in the Schedule, the insurance provided to that additional insured under this Coverage Part must apply on a primary basis, or a primary and non-contributory basis, this insurance is primary to other insurance that is available to such additional insured which covers such additional insured as a named insured, and we will not share with the other insurance, provided that: (1) The "bodily injury" or "property damage" for which coverage is sought occurs; and (2) The "personal injury" for which coverage is sought arises out of an offense committed; after you have entered into that "contract or agreement requiring insurance" for such additional insured. But this insurance still is excess over valid and collectible other insurance, whether primary, excess, contingent or on any other basis, that is available to the additional insured when the additional insured is also an additional insured under any other insurance. C. The following is added to Paragraph 8. Transfer Of Rights Of Recovery Against Others To Us in COMMERCIAL GENERAL LIABILITY CONDITIONS (Section IV): We waive any rights of recovery we may have against the additional insured shown in the Schedule above because of payments we make for "bodily injury", "property damage" or "personal injury" arising out of "your work" on or for the project, or at the location, shown in the Schedule above, performed by you, or on your behalf, under a "contract or agreement requiring insurance" with that additional insured. We waive these rights only where you have agreed to do so as part of the "contract or agreement requiring insurance" with that additional insured entered into by you before, and in effect when, the "bodily injury" or "property damage" occurs, or the "personal injury" offense is committed. D. The following definition is added to DEFINITIONS (Section V): "Contract or agreement requiring insurance" means that part of any contract or agreement under which you are required to include the person or organization shown in the Schedule as an additional insured on this Coverage Part, provided that the "bodily injury' and "property damage" occurs, and the "personal injury" is caused by an offense committed: a. After you have entered into that contract or agreement; b. While that part of the contract or agreement is in effect; and c. Before the end of the policy period. CG D3 82 09 07 © 2007 The Travelers Companies, Inc. Includes copyrighted material of Insurance Services Office, Inc., with its permis itintMn agMeraDMeian y�Yv^Nc<e REVIEWED&APPROVED BY: Fro a.t Z V:t "At �� R�k Management Malpt NOTICE OF COMPLIANCE CITY STAFF: PRINT THIS PAGE AND INCLUDE WITH AGREEMENT TO THE CLERK OF THE COUNCIL Contractor JLee Engineering, Inc. Name: Project A-2022-072-07 Number: Project Agreement To Provide On-Call Building Safety Inspection Services Name: The Certificate of Insurance (COI) submitted indicates that the coverages are in compliance with the insurance requirements. No further action is required at this time. The compliant coverage(s) are: POLICY EXPIRATION TYPE OF INSURANCE COI DATE FILE NAME NUMBER DATE JLEE AUTOMOBILE LIABILITY PSA0003335 09/01/2023 08/30/2022 ENGINEERING_EXP9.1.23.pdf JLEE GENERAL LIABILITY PSB0010319 09/01/2023 08/30/2022 ENGINEERING_EXP9.1.23.pdf 2022 - 2023 COI Santa Ana - PROFESSIONAL LIABILITY PAAEP00102504 09/01/2023 12/22/2022 updated.pdf WORKERS COMPENSATION AND EMPLOYERS' JLEE PSW0005581 09/01/2023 08/30/2022 LIABILITY ENGINEERING_EXP9.1.23.pdf Thank you, City of Santa Ana Risk Management Division in partnership with CTrax Plus Services Team 12/27/2022 1:54 PM NOTICE OF COMPLIANCE CITY STAFF: PRINT THIS PAGE AND INCLUDE WITH AGREEMENT TO THE CLERK OF THE COUNCIL Contractor JLee Engineering, Inc. Name: Project A-2022-072-07 Number: Project Agreement To Provide On-Call Building Safety Inspection Services Name: The Certificate of Insurance (COI) submitted indicates that the coverages are in compliance with the insurance requirements. No further action is required at this time. The compliant coverage(s) are: POLICY EXPIRATION TYPE OF INSURANCE COI DATE FILE NAME NUMBER DATE MCOI Exp. 9-1- AUTOMOBILE LIABILITY PSA0003335 09/01/2024 08/15/2023 24 - City of Santa Ana.pdf MCOI Exp. 9-1- GENERAL LIABILITY PSB0010319 09/01/2024 08/15/2023 24 - City of Santa Ana.pdf MCOI Exp. 9-1- PROFESSIONAL LIABILITY PAAEP00102505 09/01/2024 08/15/2023 24 - City of Santa Ana.pdf MCOI Exp. 9-1- WORKERS COMPENSATION AND PSW0005581 09/01/2024 08/15/2023 24 - City of EMPLOYERS' LIABILITY Santa Ana.pdf Thank you, City of Santa Ana Risk Management Division in partnership with CTrax Plus Services Team 9/12/2023 11:30 AM JLEEENG-01MICHAELA DATE (MM/DD/YYYY) CERTIFICATE OF LIABILITY INSURANCE 8/22/2024 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). CONTACT License # 0E67768 Andrea Michael PRODUCER NAME: PHONEFAX IOA Insurance Services (925) 249-7958 (A/C, No, Ext):Ejhjubmmz!tjhofe!cz!(A/C, No): 3875 Hopyard Road E-MAIL Andrea.Michael@ioausa.com Suite 200 ADDRESS: Pleasanton, CA 94588 Bohjf! INSURER(S) AFFORDING COVERAGENAIC # Bohjf!Bdfwfep! RLI Insurance Company13056 INSURER A : INSURED Arch Insurance Company11150 INSURER B : Ebuf;!3135/1:/1:! INSURER C : JLee Engineering, Inc. 430 S. Garfield Avenue, #301 INSURER D : Alhambra, CA 91801 Bdfwfep INSURER E : 21;43;56!.18(11( INSURER F : COVERAGESCERTIFICATE NUMBER:REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSRADDLSUBRPOLICY EFFPOLICY EXP TYPE OF INSURANCEPOLICY NUMBERLIMITS LTRINSDWVD(MM/DD/YYYY)(MM/DD/YYYY) 2,000,000 A COMMERCIAL GENERAL LIABILITY X EACH OCCURRENCE$ DAMAGE TO RENTED 1,000,000 CLAIMS-MADEOCCUR X PSB00103199/1/20249/1/2025 $ PREMISES (Ea occurrence) 10,000 MED EXP (Any one person)$ 2,000,000 PERSONAL & ADV INJURY$ 4,000,000 GEN'L AGGREGATE LIMIT APPLIES PER:GENERAL AGGREGATE$ PRO- 4,000,000 X POLICYLOC PRODUCTS - COMP/OP AGG$ JECT OTHER:$ COMBINED SINGLE LIMIT 1,000,000 A AUTOMOBILE LIABILITY $ (Ea accident) X ANY AUTO PSA00033359/1/20249/1/2025 BODILY INJURY (Per person)$ OWNEDSCHEDULED AUTOS ONLYAUTOSBODILY INJURY (Per accident)$ PROPERTY DAMAGE HIREDNON-OWNED XX (Per accident)$ AUTOS ONLYAUTOS ONLY $ UMBRELLA LIAB OCCUR EACH OCCURRENCE$ EXCESS LIAB CLAIMS-MADE AGGREGATE$ DEDRETENTION$ $ PEROTH- WORKERS COMPENSATION A X STATUTEER AND EMPLOYERS' LIABILITY Y / N PSW00055819/1/20249/1/2025 1,000,000 ANY PROPRIETOR/PARTNER/EXECUTIVE E.L. EACH ACCIDENT$ N / A OFFICER/MEMBER EXCLUDED? 1,000,000 (Mandatory in NH) E.L. DISEASE - EA EMPLOYEE$ If yes, describe under 1,000,000 DESCRIPTION OF OPERATIONS belowE.L. DISEASE - POLICY LIMIT$ Professional Liab.PAAEP001025069/1/20249/1/2025 Per Claim2,000,000 B Professional Liab.PAAEP001025069/1/20249/1/2025 Aggregate2,000,000 B DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) All Operations of the Named Insured. *Effective 12/21/2022, Professional Liability increased to $2,000,000 per claim and $2,000,000 aggregate. General Liability: See Additional Insured Endorsement attached; such coverage is Primary & Non-Contributory with Separation of Insureds and Waiver of Subrogation included, as required by written contract. NOTE: No company-owned vehicles. General Liablity includes coverage for Hired & Non-Owned Auto Liability. Workers' Compensation: Please see attached Waiver of Subrogation Endorsement, as required by written contract. SEE ATTACHED ACORD 101 CERTIFICATE HOLDERCANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. City of Santa Ana AUTHORIZED REPRESENTATIVE Risk Management Division 20 Civic Center Plaza, 4th Floor Santa Ana, CA 92701 ACORD 25 (2016/03)© 1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD JLEEENG-01MICHAELA AGENCY CUSTOMER ID: 1 LOC #: Page of 11 ADDITIONAL REMARKS SCHEDULE License # 0E67768 AGENCYNAMED INSURED JLee Engineering, Inc. IOA Insurance Services 430 S. Garfield Avenue, #301 Alhambra, CA 91801 POLICY NUMBER SEE PAGE 1 CARRIERNAIC CODE SEE PAGE 1SEE P 1 EFFECTIVE DATE: SEE PAGE 1 ADDITIONAL REMARKS THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, ACORD 25Certificate of Liability Insurance FORM NUMBER:FORM TITLE: Description of Operations/Locations/Vehicles: GENERAL LIABILITY ADDITIONAL INSURED INCLUDES THE FOLLOWING PERSON(S) OR ORGANIZATION(S): City of Santa Ana, its officers, employees, and authorized agents ACORD 101 (2008/01)© 2008 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD .. .. Policy Number: PSE0005052 RLI Insurance Company THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. RLIPack® SCHEDULE OF UNDERLYING INSURANCE This endorsement modifies insurance provided under the following: COMMERCIAL EXCESS LIABILITY COVERAGE FORM Item 4. of the declarations is amended to include: Type of CoverageCarrierEff. DateExp. DateLimits General LiabilityOccurrence $ 2,000,000 RLI Insurance 09/01/202409/01/2025Aggregate $ 4,000,000 Company Only the Type of Coverage identified in this Schedule of Underlying Insurance by Carrier, policy number and applicable Limits are to be included. 72?,*/)4=S!:-'3-,-C/Each Accident: Statutory Limits or $1,000,000 RLI Insurance 09/01/202409/01/2025,whichever is greater CompanyDisease Each Employee: Statutory Limits or Only the Type of $1,000,000 ,whichever is greater Coverage identified in Disease Policy Limit: Statutory Limits or this Schedule of $1,000,000 ,whichever is greater Underlying Insurance by Carrier, policy number and applicable Limits are to be included. Business Auto Liability RLI Insurance 09/01/202409/01/2025Each Accident $1,000,000 Company Only the Type of Coverage identified in this Schedule of Underlying Insurance by Carrier, policy number and applicable Limits are to be included. ALL OTHER TERMS AND CONDITIONS OF THIS POLICY REMAIN UNCHANGED. PPU 110 04 23Page 1 of 1 JLEEENG-01 YUENG ,d►coRo CERTIFICATE OF LIABILITY INSURANCE DATE(MM/DYYYY) 9/9/20 25 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#OE67768 CONTACT Glgl Yuen NAME: IOA Insurance Services PHONE 3875 Ho yard Road (A/C,No,Ext):(925) 660-3514 FAX No):(925)416-7869 E-MAIL Suite 20 ADDRESS:Gig I Yuen ioausa.com Pleasanton,CA 94588 INSURERS AFFORDING COVERAGE NAIC# INSURERA:RLI Insurance Company 13056 INSURED INSURERB:Arch Insurance Company 11150 JLee Engineering,Inc. INSURER 7 430 S.Garfield Avenue,#301 INSURER D 7 Alhambra,CA 91801 INSURER E INSURER F: COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR TYPE OF INSURANCE ADDL SUBR POLICY NUMBER POLICY EFF POLICY EXP LIMITS LTR INSD WVD MM/DD/YYYY MM/DD/YYYY A X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 2,000,000 CLAIMS-MADE j OCCUR PSB0010319 9/1/2025 9/1/2026 DAM ES E a occAGE TO RENTED 1,000,000 PREMISurrence $ MED EXP(Any oneperson) $ 10,000 PERSONAL&ADV INJURY $ 2,000,000 GENT AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 4,000,000 POLICY X71 PEA LOC PRODUCTS-COMP/OP AGG $ 4,000,000 OTHER: $ A AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT 1,000,000 Ea accident $ ANY AUTO PSA0003335 9/1/2025 9/1/2026 BODILY INJURY Perperson) $ OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY Per accident $ X HIRED X NON-OWNED PROPERTY DAMAGE AUTOS ONLY AUTOS ONLY Per accident) ccident $ UMBRELLA LIAB OCCUR EACH OCCURRENCE $ EXCESS LIAB CLAIMS-MADE AGGREGATE $ DED RETENTION$ $ A WORKERS COMPENSATION X PER AND EMPLOYERS'LIABILITY STATUTE EERR Y/N PSW0005581 9/1/2025 9/1/2026 1,000,000 ANY PROPRIETOR/EXCLUDED? R/EXECUTIVE N/A E.L.EACH ACCIDENT $ OF EXCLUDED? (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $ 1,000,000 If yes,describe under 1,000,000 DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $ B Professional Liab. PAAEP0102507 9/1/2025 9/1/2026 Per Claim 2,000,000 B Professional Liab. PAAEP0102507 9/1/2025 9/1/2026 Aggregate 4,000,000 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached if more space is required) All Operations of the Named Insured. General Liability:See Additional Insured Endorsement attached;such coverage is Primary&Non-Contributory with Separation of Insureds and Waiver of Subrogation included,as required by written contract. Auto Liability: ***Note that the Insured owns no company owned vehicles.*** Aforementioned Auto policy includes coverage for Hired&Non-Owned Auto Liability only. Workers'Compensation:Waiver of Subrogation is included as per attached Waiver of Subrogation Endorsement,as required by written contract. Professional Liability includes Waiver of Subrogation,as required by written contract. SEE ATTACHED ACORD 101 CERTIFICATE HOLDER APPROVED CANCELLATION By Tu Tran Nguyen at 11:55 am,Sep 10,2025 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. Digitally signed TU Tran by Tu Tran City of Santa Ana Nguyen AUTHORIZED REPRESENTATIVE Planning and Building Agency Nguyen Date:2025.09.10 - /� 20 Civic Center Plaza 1 1:56:12-07'00' Santa Ana,CA 92701 ACORD 25(2016/03) ©1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD AGENCY CUSTOMER ID:JLEEENG-01 YUENG LOC#: 1 ACORO ADDITIONAL REMARKS SCHEDULE Page 1 of 1 AGENCY License#OE67768 NAMED INSURED IOA Insurance Services JLee Engineering,Inc. 430 S.Garfield Avenue,#301 POLICY NUMBER Alhambra,CA 91801 SEE PAGE 1 CARRIER NAIC CODE SEE PAGE 1 SEE P 1 EFFECTIVE DATE:SEE PAGE 1 ADDITIONAL REMARKS THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER: ACORD 25 FORM TITLE: Certificate of Liability Insurance Description of Operations/Locations/Vehicles: GENERAL LIABILITY ADDITIONAL INSURED INCLUDES THE FOLLOWING PERSON(S) OR ORGANIZATION(S): City of Santa Ana, its officers, employees, and authorized agents ACORD 101 (2008/01) ©2008 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD Policy Number: pS0010318 RL| |mmrance Company Named Insured:�Kee Engineering, Inc. THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ 0[CAREFULLY. ��U U� �o �� PROFESSIONALS n�u~nn ��n^ n �rn� BLANKET ��U�Uo��U U�� o��U�� u~��nmn�u~ n ��,nnn�~nm��u~ nnm��n�u~�� ENDORSEMENT This endorsement modifies insurance provided under the following: 0US|NESS0VVNERS COVERAGE FORM - SECTION || — LIABILITY 1. C. WHO IS AN INSURED is amended to include as additional insured under this policy must apply on o on additional insured any person or organization that primary boeie, or o primary and non-contributory you agree in o contract or agreement requiring boeie, this insurance is primary to other insurance insurance bu include oeon additional insured onthis that is available to such additional insured which po|ioy, but only with respect to liability for "bodily covers such additional insured oeonamed insured, injury". "property damage" or "personal and and we will not ehonu with that other ineuronoe, advertising injury" caused in whole or in port by you provided that: or those acting on your beho|f� � a. The "bodily injury" or "property damage" for a. In the performance of your ongoing operations; which coverage is sought occurs after you have b. In connection with premises owned byorrented entered into that contract orogreement' or to you; or b. The "personal and advertising injury" for which .. , coverage is sought arises out of on offense � |n connection with your work" and included ' .. committed after you have entered into that within the product-oomp|eted operations hazard".. contract oragreement. 4. The following is added to ��T|��N 88| 8�. 2. 2 The insurance insured by ' this endorsement ie limited oefoUovve� Transfer mf8�i@hts of Recovery Against Others to � 0s — COMMON POLICY CONDITIONS (BUT a. This insurance does not apply on any basis to APPLICABLE TO ONLY TO SECTION 18 — any person or organization for which coverage LIABILITY) as an additional insured specifically ieadded by We waive any rights of recovery we may have another endorsement bu this policy. against any person or organization because of b. This insurance does not apply to the rendering payments we make for "bodily injury". "property of or failure to render any "professional damage" or "personal and advertising injury" arising eervioee" out of "your work" performed by you, or on your behalf, under o contract or agreement with that c This endorsement does not increase any of ' person or organization. VVewoivetheeerighteon|y limits of insurance stated in D. Liability And � ' where you have agreed to do so as part of o K8�di�a| ��n�� imni�� mf8n�uran�� contract or agreement with such person or 3. The following is added to SECTION 888 H.2. Other organization entered into by you before the "bodily Insurance — COMMON POLICY CONDITIONS injury" or "property damage" occurs, or the "personal (BUT APPLICABLE ONLY TO SECTION 88 — and advertising injury" offense iecommitted. LIABILITY) Hovm»ver, if you specifically agree in o contract or agreement that the insurance provided to on ALL OTHER TERMS AND CONDITIONS OF THIS POLICY REMAIN UNCHANGED. PP030402 12 Page of Policy Number: PSA0003335 RLI Insurance Company Named Insured: JLee Engineering, Inc. THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. RLIPackO BUSINESS AUTO ENHANCEMENT SCHEDULE OF COVERAGES ADDRESSED BY THIS ENDORSEMENT A. Broad Form Named Insured B. Employees As Insureds C. Blanket Additional Insured D. Blanket Waiver Of Subrogation E. Employee Hired Autos F. Fellow Employee Coverage G. Auto Loan Lease Gap Coverage H. Glass Repair—Waiver Of Deductible 1. Personal Effects Coverage J. Hired Auto Physical Damage Coverage K. Hired Auto Physical Damage—Loss Of Use L. Hired Car—Worldwide Coverage M. Temporary Transportation Expenses N. Amended Bodily Injury Definition —Mental Anguish O. Airbag Coverage P. Amended Insured Contract Definition—Railroad Easement Q. Coverage Extensions—Audio, Visual And Data Electronic Equipment Not Designed Solely For The Production Of Sound R. Notice Of And Knowledge Of Occurrence S. Unintentional Errors Or Omissions T. Towing Coverage PPA 300 03 13 Page 1 of 5 This endorsement modifies insurance provided under the following: BUSINESS AUTO COVERAGE FORM A. Broad Form Named Insured of the operations contemplated by such contract. The The following is added to the SECTION 88 — waiver applies only to the person or organization deeignotedineuohoontroct COVERED AUTOS L8^��8L8T�y ��ERAGE' Para- graph A.1. Who 8s An Insured Provision: E. Employee Hired Autos Any business entity newly acquired or formed byyou 1. The following is added to the SECTION 88 — during the policy period, provided you own fifty COVERED AUTOS LIABILITY COVERAGE' percent(S0Y6)or more of the business entity and the Paragraph A.1.Who 8s An Insured Provision: business entity ie not separately insured for 0ue-ineee An ..emp|oyee, of yours is on ''ineunud^ while Auto Coverage. Coverage is extended up to o "auto" hired or rented under o maximum of one hundred eighty(180)days following operating on "employee's"oontroctorogreementinthot emp|oyee'e name, ' � with your permieeion, while performing duties This provision does not apply to any person or related to the conduct of your business. organization for which coverage is excluded by 2 Changes endoreemenL ' � B. Employees As Insureds Paragraph 5'b' Other�h�r Insurance Con- dition in the BUSINESS AUTO CONDITIONS is The following is added to the SECTION 88 — deleted and replaced with the following: COVERED AUTOS LIABILITY COVERAGE, Para- b For Physical �omogeCoveroge graph��.1. VVhm8s��n Insured Provision: � ' the following are deemed to be covered Any"employee"of yours is on "insured"while using o ''oubue^ you own: covered ^oubu^ you don't own hire' (1) Any covered "auto" you lease, hire, rent business or your personal affairs. ' . orborrow� and C. Blanket Additional Insured (2) Any covered ^oubu^ hired or rented by The following is added to the SECTION 88 — your ''emp|oyee^ under o contract inthat COVERED AUTOS LIABILITY COVERAGE, Para- individual ''emp|oyee'e^ name, with your graph A.1. Who 8s An Insured Provision: pennieeion, while performing duties Any person or organization related butheoonductofyourbueineeeon that you onu required bu "auto"Hovm»ver, any oubu that hinud include oeonodd�iono|insured on this coverage form ' ' ' in o contract or agreement that is executed by you rented or borrowed with o driver is not o..outo. before the''bodi|yinjury"or''prope� covered"property . is on ''ineunud^ for liability ooveroge, but only for F. Fellow Employee Coverage damages bu which this insurance applies and only to SECTION 88 — COVERED AUTOS LIABILITY the extent that person or organization qualifies oeon .. . ��"�ERA��E ��o|u�imn �� 5 does not apply if you ineunud under the Who |e An |neunud provieion ' ' ' have workers compensation insurance in-force contained in SECTION 88 — COVERED AUTOS covering all of your employees. LIABILITY COVERAGE. The insurance provided to the additional insured will G' Auto Loan Lease Gap Coverage be on o primary and non-contributory basis to the SECTION III — PHYSICAL DAMAGE COVERAGE' additional insured'sovvn business auto coverage if C. Limnit Of Insurance, ie amended by the addition of you are required todoeoino contract oragreement the following: that is executed by you before the "bodily injury^ or ..property damage"occurs. |n the event ofo total''|oee^buo covered''oubu^shown in the Schedule of Deo|orodone, we will pay any unpaid amount due on the lease or loan for ocovered D. Blanket Waiver OfSubrogation .. , oubu . |eee: The following ie added bu the SECTION 8V — B0S8- 1 The amount paid under the PHYSICALNESSA0T��N08T8��NS'�� Loss��mnditimns' 5. ' DAMAGE COVERAGE section of the po|ioy� and Transfer Of Rights Of Recovery Against Others ' To Us: 2. Any: We waive any right of recovery vve may have against m. Overdue lease/loan payments at the time of any person or organization to the extent required of the"loss"; you byo contract executed prior to any ''000ident^ or "loee^. provided that the''000ident^or''|oee^arises out PPA3000313 Page 2ofS b. Financial penalties imposed under olease for (2) An adjustment for depreciation and physical excessive use, abnormal wear and tear or condition will be made in the event ofototal high mileage. ^|oee^ o. Security deposits not returned by the lessor; C@ If repair or replacement results in better thon |ikekindorquo|�yvvewiUnotpoyforthe d. Costs for extended warranties, Credit Life ' 'Insurance, Health, Accident or Disability betterment. Insurance purchased with the loan or lease; (4) A deductible equal to the highest Physical and Damage deductible applicable to any owned e. Carry-over balances h oubuwiUopp|ynm previous loans . leases. (5) This Coverage Extension will not apply to: H. Glass Repair—Waiver OfDeductible (a) Any "auto" that is hinud, rented or bonnvm»dwithodriver or SE��T8��NIII — PH�yS8��4L0�4K8AGE ��ERAGE. ' D. Deductible is amended by adding the following: (b) Any "auto" that is hinud, rented or No deductible for o covered "auto" will bonnwedhnm your''emp|oyee^apply to g|oee . damage if the glass ie repaired rather than replaced. K. Hired Auto Physical Damage—Loss Of Use 8. Personal Effects Coverage The following ie added to SECTION III — PHYSICAL DAMAGE COVERAGE �4 �mv�rm@� 4 �mv�rm@� ThefoUowing ie odded bu ��T8��N 888 — ��y�8��4� ' ' ' ' DAK8AGE ��ERAGE. ^�. ��mverm@e' 4. ��mverm@e Extensions: Extensions: e. We will pay sums which you legally must pay to the |eeeorofo covered ''oubu^ which you have o ��r�mnm| ��o��mv�nm@�� leased without driver for thirty(30)days or|eee |n the event ofo total theft loss of your covered for the lessor's loss of use of the covered ''outo^. ''auto"vve will pay upto$400 for''|oee^towearing provided: apparel and other personal effects which onu� are: (1) This insurance provides comprehensive, (1) Owned by an "insured"; and specified ooueee of |oee or collision covered (2) In or on your covered "auto"; on the covered "auto"; (2) The |oee of use results from the covered No deductible applies to Personal Effects .. . "accident"oubu being damaged in an while Coverage. you are leasing it. J. �inmd ��u�m �h��iom| 0mmnm@� ��mv�nm@�' VVe will pay uptoo maximum limit of$1.S00for The following is added to SECTION 888 — PHYSICAL this covered extension. DAMAGE COVERAGE A. ��mv�rm@� 4 ��mv�rm@� ' ' ' ' L. HinmdCmr—VVmddvvide Coverage Extensions: The following is added to SECTION 88 — ��EK�E0 d. �inmd ��u�m �h��iom| 0mmnm@� ��mv�nm@� AUTOS LIABILITY COVERAGE' A.2. Coverage If hired ''oubue^ are covered ''outoe^ for Liability Extensions: Coverage and this policy also provides Physical t HinmdCmr—VVmddvvide Coverage Damage Coverage for on owned ''outo^. then the Physical Damage Coverage is extended to (1) VVe will pay all sums on''ineunud^legally must ''autos"that you hire, rent or borrow subject tothe pay oe damages because of"bodily injury"or following: ''property damage" to which this insurance applies, caused by on "accident" which (1) The most we will pay for "loss" in any one accident" to o hired, 000una outside of the United States of rented or borrowed .. , � Amerioo, the territories and possessions of auto" is the |eeeerof� the United States of America, Puerto Rico (m) $60.000 and Canada resulting from the maintenance, or use of any covered "auto" of the private (b) Theoctuo|ooehvo|ueofthedomogedor passenger type you |eoee, hire, rent or stolen property oe of the time of the^`|oee^ bonnwwithout o driver for thi�y(30) days or or ' less. (c) The cost of repairing or replacing the ` ' With respect to any claim mode or "suit" or stolen property with other instituted outside the United States of property of like kind and quality. Amerioo, the territories and possessions of the United States of America, Puerto Rico, and Canada: PPA3000313 Page 3ofS (a) You shall undertake the investigation, M. Temporary Transportation Expenses settlement and defense of such o|oime . . SE��T8��NIII — PHYSICAL DAMAGE ��ERAGE and euite ond keep ue odvieed ofoU ' AA.prooeedingeondoctioneAA. Coverage E»tensimns, subparagraph m. Transportation Expenses ie deleted and nup|ooed (b) You will not make any settlement without by the following: our consent. m. Transportation Expenses (o) We will reimburse you: (1) We will pay up to o maximum of $1.S00 for (i) For the amount of damages be- temporary transportation expense incurred cause of liability imposed upon you by you because of Physical Damage to o by law on account of"bodily injury"or covered "auto". ''property damage" to which this insurance applies, and (2) VVe will pay only for those covered ''outoe^for which you carry Comprehensive, CoUi-eionor (ii) �oroUreoeonob|eexpeneeeinourred Specified Case of Loss Coverage. with our consent in connection with the inveetigotion, settlement or (3) VVe will pay only for those expenses incurred defense of such o|oime or ''euite^ by you during the period of time that begins Reimbursement for expenses will be twenty-four (24) hours after the covered port of the Limit of Insurance for ''|oee^and ends ot the time when the covered liability coverage shown in the ''oubu^ can be nuoeonob|e nupoinud or Business Auto Coverage replaced. Declarations, and not in addition to such limits. (4) This coverage does not apply while there are spare or reserve "autos" available to you for (3) The limit of Insurance for Liability Coverage your operations. shown in the Business Auto Coverage Declarations is the moetvvewiU reimburse N. Amended Bodily Injury Definition — Mental you for the sum of all damages imposed on Anguish you,oe set forth in paragraph 2.o.above, and The following is added to SECTION V — all expenses incurred by you arising out of DEFINITIONS, Definition C.: any single''000ident^ or''|oee^ "Bodily injury" also includes mental anguish, but only N0 YoumuetmointointhegreoterofthefoUovv when the mental anguish arises from other bodily ingprimoryouto|iobi|ityineuronoe|imite� injury, sickness ordisease. (m) Compulsory admitted insurance with 0. Airbag Coverage limits required tobein force bu satisfy the legal requirements of the jurisdiction The following ie added to SECTION III — PHYSICAL where the accident occurs; or DAMAGE COVERAGE B. Exclusions 3.m.: (b) Insurance limits required by law and Hovm»ver, this exclusion will not apply to accidental issued byo government entity orbyon discharge ofon airbag due to mechanical orelectrical insurer licensed or permitted by law todo breakdown. business in the jurisdiction where the ^ P. Amended Insured ��mn�nmo� 0��ni�imn 8�mi|nmmd accident"occurs; ' — ' Easement (o) Auto liability insurance limits of at least $300.000 combined single limit or �� T8 �N � — 0EF8N8T8ONS porogrophH. '|neunud $100.000 per penaon/$300.000 per 000i- contact" ie modified oefollows: dent Bodily Injury, $100000 Property ' 1. Paragraph H.3. ie replaced by the following: Damage. 3 Anyeoeementor|ioeneeogreement If you fail to comply with the above, this ' . insurance is not invalidated. However, in the 2. PorogrophH.6.m. is deleted. event ofo''|oee^.we will pay only to the extent that vvewould have been liable had you so Q. Coverage Extensions — Audio, Visual And Data complied. Electronic Equipment Not Designed Solely For The Production OfSound (5) The insurance provided by this coverage extension is excess over any other oo||eo- SECTION III—PHYSICAL DAMAGE COVERAGE B. tib|e insurance available to you whether on o Exo|usimns, exception paragraph m.to exclusion 4.o. primory, excess contingent or any other and 4.d. ie deleted and replaced with the following: basis. PPA3000313 Page 4ofS m. Equipment and 000eeeoree used with such (2) A partner if you are o partnership; or equipment except �� tapes, records, d�oe or ' ' ' (3) An executive officer or insurance monoger ifother electronic media devioe, provided such ' you are corporation. � ''outo^ at the time of the ''|oee^ or is removable S. Unintentional Errors Or Omissions from the housing unit which is permanently "auto" SE��T8��N8��— ��0S8NESS �40T�� N08T8��NS �� installed in the covered outo ot the time ofthe ' ' General.. . �n�nm| Conditions; ConcealmentK8isnmpnm- |oee . ond euoh equipment ie deeigned to be ' �� sentmtimn Or Fraud is amended by adding the solely operated by use of the power from the autos" electrical eyetem, in or upon the covered following: autos"; or The unintentional omission of, or unintentional error in any information given by you shall not prejudiceR. N��io�Of And Knowledge Of Occurrence ' your rights under this insurance. However this pro- SECTION 8V — BUSINESS AUTO CONDITIONS, vision does not affect our right to collect additional A.2. Duties In The Event Of Accident, Claim Suit premium or exercise our right of oonoe||odon or Or Loss, subparagraph m. is deleted and nup|ooed nonnunevvo|. with the following: T. Towing Coverage m. In the event of ^000ident". o|oim. "suit" or "loss", ��T8��N 888 — ��8�� 0�� COVERAGE, you must give us or our authorized repnu- A2 Towing, is deleted and nup|ooed by the eentotive prompt notice of the"accident"or"loss" ' ' ' following: including: � (1) How, or when and .loee. 2. We will pay up to$750 for towing and labor costs 000urnuo incurred each time o covered ^oubu^ is disabled ' due to o covered cause of loss. However (2) The''insured's^ name and oddnuee; and m. All labor must be performed at the place of (3) To the extent poeeib|e, the names and disablement; and oddnueeee of any injured person and b If the covered auto is o private passenger witnesses. ' type no deductible applies; and Your duty to give us or our authorized o If the covered oubu is not of the private representative prompt notice of the "accident" or ' .. . .. "loss" passenger type our obligation to pay will be |oee opp|ieeon|ywhenthe accident"or |oee is known to: reduced by o $250 deductible per disablement. (1) You, if you are on individual; ALL OTHER TERMS AND CONDITIONS OF THIS POLICY REMAIN UNCHANGED. PPA 300 03 13 Page 5 of WORKERS COMPENSATION AND EMPLOYERS LIABILITY INSURANCE POLICY WC 0403 06 (Ed. 4-84 WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT—CALIFORNIA We have the right to recover our payments from anyone liable for on injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only tothe extent that you perform work under a written contract that requires you to obtain this agreement from us.) You must maintain payroll records accurately segregating the remuneration of your employees while engaged in the work described in the Schedule. The additional premium for this endorsement ehoU be 2 96 of the California workers' compensation premium otherwise due on such remuneration. Schedule Person mrOrganization Job Description All persons or organizations that are party toa contract that Jobs performed for any person or organization that you requires you to obtain this agnoement, provided you have agreed with in a written contract to provide this executed the contract before the loss. agreement. This endorsement changes the policy to which it is attached and is effective on the date issued unless otherwise stated. (The information below is required only when this endorsement is issued subsequent to preparation of the policy.) Endorsement Effective 00-01-2025 Policy No. PSVVU005581 Endorsement No. Insured Insurance Company JLaa Engineering, Inc. RL| Insurance Company Countersigned By @1998 by the Workers'Compensation Insurance Rating Bureau of California.All rights reserved. POLICY NO. PAAEP0102507 Insurer in investigating or settling any Claim or in the Insured's defense of any Claim, nor shall the Deductible apply to any such loss of earnings, fees, costs or expenses. C. However, the above condition does not apply to reasonable costs incurred, with the express written consent of the Insurer, in securing the co-operation of former principals, partners, officers, directors, members, shareholders, trustees or employees of the Named Insured in the defense of a Claim. 12. ADMISSION OF LIABILITY The Insured shall not, without the prior written consent of the Insurer, incur any expenses, including but not limited to forgoing or reducing any compensation due or alleged to be due, or make any other payment, assume any obligation, settle or offer to settle, attempt any remedial measure or in any way admit or acknowledge liability in connection with any Claim or potential Claim. 13. NO ACTION AGAINST INSURER A. No action shall lie against the Insurer or their representatives unless, as a condition precedent thereto, the Insured shall have fully complied with all the terms and conditions of this Policy, or until the amount of any Damages has been finally determined either by operation of law or by written agreement of the Insured, the claimant and the Insurer. B. Nothing contained in this Policy shall give any person or organization any right to join the Insurer as a defendant or co-defendant or other party in any action against the Insured to determine the Insured's liability. 14. OTHER INSURANCE This Policy shall apply in excess of: A. any other valid and collectible insurance available to any Insured, including, but not limited to, any project specific professional liability and/or contractors pollution liability insurance; and B. any self insured retention or deductible portion thereof; unless such other insurance is written only as specific excess insurance over the Limit of Liability of this Policy. 15. CHANGES None of the Insuring Agreements, Exclusions, Definitions or other terms and conditions of this Policy shall be amended, waived or otherwise changed except by endorsement hereto signed by the Insurer. 16. NAMED INSURED AS AGENT The first Named Insured specified in Item 1. of the Declarations shall be considered the agent of all Insureds with respect to the giving of or receipt of all notices pertaining to this Policy and shall be responsible for the payment to the Insurer of all premiums and for payment of the Deductible. 17. SUBROGATION 05 AEP0055 00 05 15 Page 18 of 21 POLICY NO. PAAEP0102507 In the event of any Claim under this Policy, the Insurer shall be subrogated to all of the Insured's rights of recovery against any person or entity, and the Insured shall execute and deliver to the Insurer any and all necessary documentation, instruments and records and do whatever else is necessary to secure and enforce such rights. The Insured shall take no action after such Claim is made against it which prejudices such rights of Insurer. The Insurer agrees to waive their rights of recovery against any client of the Named Insured for a Claim to the extent the Named Insured had, prior to such Claim, a written agreement to waive such rights. 18. ASSIGNMENT No assignment or transfer of any Insured's rights under this Policy shall bind the Insurer. If an Insured shall die or be adjudged incompetent, such insurance shall cover that Insured's legal representative as an Insured as would be permitted by this Policy. 19. MERGERS AND ACQUISITIONS A. Takeover of Named Insured If, during the Policy Period: 1. any person or entity or group of persons or entities acting in concert acquires securities resulting in ownership by such person(s) or entity(ies) of more than 50% of the outstanding securities representing the present right to vote for the election of directors or equivalent positions of the Named Insured; or 2. the Named Insured merges into or consolidates with another organization such that the Named Insured is not the surviving organization, then coverage under this Policy shall continue but only for any, otherwise covered, negligent act, error or omission in rendering or failing to render Professional Services, Contracting Services, Technology Services or Media Activities occurring before such transaction. No coverage under this Policy will be available after such transaction unless otherwise specifically endorsed by the Insurer. Upon such transaction, the entire premium for this Policy will be deemed fully earned. The Insureds will also give the Insurer written notice of such transaction as soon as practicable, but not later than 90 days after the effective date of such transaction. B. Acquisition or Creation of New Subsidiary If, during the Policy Period, any Insured acquires, creates or merges with another organization such that the Insured is the surviving entity, then: 1. such newly acquired, created or merged organization shall be covered under this Policy after the effective date of such transaction; and 2. the Insureds will also give the Insurer written notice of such transaction as soon as practicable, but not later than 90 days after the effective date of such transaction. If the revenue of such newly acquired, created or merged organization exceeds 10% of the Named Insured's revenue for the most recently completed past 12 months, as set forth in their most recent application for insurance, then: 05 AEP0055 00 05 15 Page 19 of 21 Policy Number: PSE0005052 RLI Insurance Company THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. RLIPack@ SCHEDULE OF UNDERLYING INSURANCE This endorsement modifies insurance provided under the following: COMMERCIAL EXCESS LIABILITY COVERAGE FORM Item 4. of the declarations is amended to include: Type of Coverage Carrier Eff. Date Exp. Date Limits General Liability Occurrence$ 2,000,000 RLI Insurance 09/01/2025 09/01/2026 Aggregate$4,000,000 Company Only the Type of Coverage identified in this Schedule of Underlying Insurance by Carrier, policy number and applicable Limits are to be included. Employers' Liability Each Accident: Statutory Limits or$1,000,000 RLI Insurance 09/01/2025 09/01/2026 whichever is greater Company Disease Each Employee: Statutory Limits or Only the Type of $1,000,000 whichever is greater Coverage identified in Disease Policy Limit: Statutory Limits or this Schedule of $1,000,000 whichever is greater Underlying Insurance by Carrier, policy number and applicable Limits are to be included. Business Auto Liability RLI Insurance 09/01/2025 09/01/2026 Each Accident$1,000,000 Company Only the Type of Coverage identified in this Schedule of Underlying Insurance by Carrier, policy number and applicable Limits are to be included. ALL OTHER TERMS AND CONDITIONS OF THIS POLICY REMAIN UNCHANGED. PPU 110 04 23 Page 1 of 1 JLEEENG-01 MICHAELA ,d►coRo CERTIFICATE OF LIABILITY INSURANCE DATE 11/21/20YYYY) 1/21/ 25 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#OE67768 CONTACT Andrea Michael NAME: IOA Insurance Services PHONE FAX 3875 Hogyard Road (A/C,No,Ext):(925)249-7958 (A/C,No): Suite 20 a DDRIESS:Andrea-Michael@ioausa.com Pleasanton,CA 94588 INSURERS AFFORDING COVERAGE NAIC# INSURERA:RLI Insurance Company 13056 INSURED INSURERB:Arch Insurance Company 11150 JLee Engineering,Inc. INSURER 7 3871 E Colorado Boulevard,Suite 200 INSURER D 7 Pasadena,CA 91107 INSURER E INSURER F: COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR TYPE OF INSURANCE ADDL SUBR POLICY NUMBER POLICY EFF POLICY EXP LIMITS LTR INSD WVD MM/DD/YYYY MM/DD/YYYY A X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 2,000,000 CLAIMS-MADE j OCCUR PSB0010319 9/1/2025 9/1/2026 DAM ES E a occAGE TO RENTED 1,000,000 PREMISurrence $ MED EXP(Any oneperson) $ 10,000 PERSONAL&ADV INJURY $ 2,000,000 GENT AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 4,000,000 POLICY X71 PEA LOC PRODUCTS-COMP/OP AGG $ 4,000,000 OTHER: $ A AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT 1,000,000 Ea accident $ ANY AUTO PSA0003335 9/1/2025 9/1/2026 BODILY INJURY Perperson) $ OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY Per accident $ X HIRED X NON-OWNED PROPERTY DAMAGE AUTOS ONLY AUTOS ONLY Per accident) ccident $ UMBRELLA LIAB OCCUR EACH OCCURRENCE $ EXCESS LIAB CLAIMS-MADE AGGREGATE $ DED RETENTION$ $ A WORKERS COMPENSATION X PER AND EMPLOYERS'LIABILITY STATUTE EERR Y/N PSW0005581 9/1/2025 9/1/2026 1,000,000 ANY PROPRIETOR/EXCLUDED? R/EXECUTIVE N/A E.L.EACH ACCIDENT $ OF EXCLUDED? (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $ 1,000,000 If yes,describe under 1,000,000 DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $ B Professional Liab. PAAEP0102507 9/1/2025 9/1/2026 Per Claim 2,000,000 B Professional Liab. PAAEP0102507 9/1/2025 9/1/2026 Aggregate 4,000,000 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached if more space is required) All Operations of the Named Insured. General Liability:See Additional Insured Endorsement attached;such coverage is Primary&Non-Contributory with Separation of Insureds and Waiver of Subrogation included,as required by written contract. Auto Liability: ***Note that the Insured owns no company owned vehicles.*** Aforementioned Auto policy includes coverage for Hired&Non-Owned Auto Liability only. Workers'Compensation:Waiver of Subrogation is included as per attached Waiver of Subrogation Endorsement,as required by written contract. Professional Liability includes Waiver of Subrogation,as required by written contract. SEE ATTACHED ACORD 101 CERTIFICATE HOLDER APPROVED CANCELLATION By Tu Tran Nguyen at 10:40 am,Mar 24,2026 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. City of Santa Ana AUTHORIZED REPRESENNTTA,TIIVVEL,, Planning and Building Agency 20 Civic Center Plaza Santa Ana CA 92701 ACORD 25(2016/03) ©1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD AGENCY CUSTOMER ID:JLEEENG-01 MICHAELA LOC#: 1 . 6. O ADDITIONAL REMARKS SCHEDULE Page 1 of 1 AGENCY License#OE67768 NAMED INSURED IOA Insurance Services JLee En ineering,Inc. 3871 E olorado Boulevard,Suite 200 POLICY NUMBER Pasadena,CA 91107 SEE PAGE 1 CARRIER NAIC CODE SEE PAGE 1 SEE P 1 EFFECTIVE DATE:SEE PAGE 1 ADDITIONAL REMARKS THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER: ACORD 25 FORM TITLE: Certificate of Liability Insurance Description of Operations/Locations/Vehicles: GENERAL LIABILITY ADDITIONAL INSURED INCLUDES THE FOLLOWING PERSON(S) OR ORGANIZATION(S): City of Santa Ana, its officers, employees, and authorized agents ACORD 101 (2008/01) ©2008 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD Policy Number: pS0010318 RL| |mmrance Company Named Insured:�Kee Engineering, Inc. THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ 0[CAREFULLY. ��U U� �o �� PROFESSIONALS n�u~nn ��n^ n �rn� BLANKET ��U�Uo��U U�� o��U�� u~��nmn�u~ n ��,nnn�~nm��u~ nnm��n�u~�� ENDORSEMENT This endorsement modifies insurance provided under the following: 0US|NESS0VVNERS COVERAGE FORM - SECTION || — LIABILITY 1. C. WHO IS AN INSURED is amended to include as additional insured under this policy must apply on o on additional insured any person or organization that primary boeie, or o primary and non-contributory you agree in o contract or agreement requiring boeie, this insurance is primary to other insurance insurance bu include oeon additional insured onthis that is available to such additional insured which po|ioy, but only with respect to liability for "bodily covers such additional insured oeonamed insured, injury". "property damage" or "personal and and we will not ehonu with that other ineuronoe, advertising injury" caused in whole or in port by you provided that: or those acting on your beho|f� � a. The "bodily injury" or "property damage" for a. In the performance of your ongoing operations; which coverage is sought occurs after you have b. In connection with premises owned byorrented entered into that contract orogreement' or to you; or b. The "personal and advertising injury" for which .. , coverage is sought arises out of on offense � |n connection with your work" and included ' .. committed after you have entered into that within the product-oomp|eted operations hazard".. contract oragreement. 4. The following is added to ��T|��N 88| 8�. 2. 2 The insurance insured by ' this endorsement ie limited oefoUovve� Transfer mf8�i@hts of Recovery Against Others to � 0s — COMMON POLICY CONDITIONS (BUT a. This insurance does not apply on any basis to APPLICABLE TO ONLY TO SECTION 18 — any person or organization for which coverage LIABILITY) as an additional insured specifically ieadded by We waive any rights of recovery we may have another endorsement bu this policy. against any person or organization because of b. This insurance does not apply to the rendering payments we make for "bodily injury". "property of or failure to render any "professional damage" or "personal and advertising injury" arising eervioee" out of "your work" performed by you, or on your behalf, under o contract or agreement with that c This endorsement does not increase any of ' person or organization. VVewoivetheeerighteon|y limits of insurance stated in D. Liability And � ' where you have agreed to do so as part of o K8�di�a| ��n�� imni�� mf8n�uran�� contract or agreement with such person or 3. The following is added to SECTION 888 H.2. Other organization entered into by you before the "bodily Insurance — COMMON POLICY CONDITIONS injury" or "property damage" occurs, or the "personal (BUT APPLICABLE ONLY TO SECTION 88 — and advertising injury" offense iecommitted. LIABILITY) Hovm»ver, if you specifically agree in o contract or agreement that the insurance provided to on ALL OTHER TERMS AND CONDITIONS OF THIS POLICY REMAIN UNCHANGED. PP030402 12 Page of Policy Number: PSA0003335 RLI Insurance Company Named Insured: JLee Engineering, Inc. THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. RLIPackO BUSINESS AUTO ENHANCEMENT SCHEDULE OF COVERAGES ADDRESSED BY THIS ENDORSEMENT A. Broad Form Named Insured B. Employees As Insureds C. Blanket Additional Insured D. Blanket Waiver Of Subrogation E. Employee Hired Autos F. Fellow Employee Coverage G. Auto Loan Lease Gap Coverage H. Glass Repair—Waiver Of Deductible 1. Personal Effects Coverage J. Hired Auto Physical Damage Coverage K. Hired Auto Physical Damage—Loss Of Use L. Hired Car—Worldwide Coverage M. Temporary Transportation Expenses N. Amended Bodily Injury Definition —Mental Anguish O. Airbag Coverage P. Amended Insured Contract Definition—Railroad Easement Q. Coverage Extensions—Audio, Visual And Data Electronic Equipment Not Designed Solely For The Production Of Sound R. Notice Of And Knowledge Of Occurrence S. Unintentional Errors Or Omissions T. Towing Coverage PPA 300 03 13 Page 1 of 5 This endorsement modifies insurance provided under the following: BUSINESS AUTO COVERAGE FORM A. Broad Form Named Insured of the operations contemplated by such contract. The The following is added to the SECTION 88 — waiver applies only to the person or organization deeignotedineuohoontroct COVERED AUTOS L8^��8L8T�y ��ERAGE' Para- graph A.1. Who 8s An Insured Provision: E. Employee Hired Autos Any business entity newly acquired or formed byyou 1. The following is added to the SECTION 88 — during the policy period, provided you own fifty COVERED AUTOS LIABILITY COVERAGE' percent(S0Y6)or more of the business entity and the Paragraph A.1.Who 8s An Insured Provision: business entity ie not separately insured for 0ue-ineee An ..emp|oyee, of yours is on ''ineunud^ while Auto Coverage. Coverage is extended up to o "auto" hired or rented under o maximum of one hundred eighty(180)days following operating on "employee's"oontroctorogreementinthot emp|oyee'e name, ' � with your permieeion, while performing duties This provision does not apply to any person or related to the conduct of your business. organization for which coverage is excluded by 2 Changes endoreemenL ' � B. Employees As Insureds Paragraph 5'b' Other�h�r Insurance Con- dition in the BUSINESS AUTO CONDITIONS is The following is added to the SECTION 88 — deleted and replaced with the following: COVERED AUTOS LIABILITY COVERAGE, Para- b For Physical �omogeCoveroge graph��.1. VVhm8s��n Insured Provision: � ' the following are deemed to be covered Any"employee"of yours is on "insured"while using o ''oubue^ you own: covered ^oubu^ you don't own hire' (1) Any covered "auto" you lease, hire, rent business or your personal affairs. ' . orborrow� and C. Blanket Additional Insured (2) Any covered ^oubu^ hired or rented by The following is added to the SECTION 88 — your ''emp|oyee^ under o contract inthat COVERED AUTOS LIABILITY COVERAGE, Para- individual ''emp|oyee'e^ name, with your graph A.1. Who 8s An Insured Provision: pennieeion, while performing duties Any person or organization related butheoonductofyourbueineeeon that you onu required bu "auto"Hovm»ver, any oubu that hinud include oeonodd�iono|insured on this coverage form ' ' ' in o contract or agreement that is executed by you rented or borrowed with o driver is not o..outo. before the''bodi|yinjury"or''prope� covered"property . is on ''ineunud^ for liability ooveroge, but only for F. Fellow Employee Coverage damages bu which this insurance applies and only to SECTION 88 — COVERED AUTOS LIABILITY the extent that person or organization qualifies oeon .. . ��"�ERA��E ��o|u�imn �� 5 does not apply if you ineunud under the Who |e An |neunud provieion ' ' ' have workers compensation insurance in-force contained in SECTION 88 — COVERED AUTOS covering all of your employees. LIABILITY COVERAGE. The insurance provided to the additional insured will G' Auto Loan Lease Gap Coverage be on o primary and non-contributory basis to the SECTION III — PHYSICAL DAMAGE COVERAGE' additional insured'sovvn business auto coverage if C. Limnit Of Insurance, ie amended by the addition of you are required todoeoino contract oragreement the following: that is executed by you before the "bodily injury^ or ..property damage"occurs. |n the event ofo total''|oee^buo covered''oubu^shown in the Schedule of Deo|orodone, we will pay any unpaid amount due on the lease or loan for ocovered D. Blanket Waiver OfSubrogation .. , oubu . |eee: The following ie added bu the SECTION 8V — B0S8- 1 The amount paid under the PHYSICALNESSA0T��N08T8��NS'�� Loss��mnditimns' 5. ' DAMAGE COVERAGE section of the po|ioy� and Transfer Of Rights Of Recovery Against Others ' To Us: 2. Any: We waive any right of recovery vve may have against m. Overdue lease/loan payments at the time of any person or organization to the extent required of the"loss"; you byo contract executed prior to any ''000ident^ or "loee^. provided that the''000ident^or''|oee^arises out PPA3000313 Page 2ofS b. Financial penalties imposed under olease for (2) An adjustment for depreciation and physical excessive use, abnormal wear and tear or condition will be made in the event ofototal high mileage. ^|oee^ o. Security deposits not returned by the lessor; C@ If repair or replacement results in better thon |ikekindorquo|�yvvewiUnotpoyforthe d. Costs for extended warranties, Credit Life ' 'Insurance, Health, Accident or Disability betterment. Insurance purchased with the loan or lease; (4) A deductible equal to the highest Physical and Damage deductible applicable to any owned e. Carry-over balances h oubuwiUopp|ynm previous loans . leases. (5) This Coverage Extension will not apply to: H. Glass Repair—Waiver OfDeductible (a) Any "auto" that is hinud, rented or bonnvm»dwithodriver or SE��T8��NIII — PH�yS8��4L0�4K8AGE ��ERAGE. ' D. Deductible is amended by adding the following: (b) Any "auto" that is hinud, rented or No deductible for o covered "auto" will bonnwedhnm your''emp|oyee^apply to g|oee . damage if the glass ie repaired rather than replaced. K. Hired Auto Physical Damage—Loss Of Use 8. Personal Effects Coverage The following ie added to SECTION III — PHYSICAL DAMAGE COVERAGE �4 �mv�rm@� 4 �mv�rm@� ThefoUowing ie odded bu ��T8��N 888 — ��y�8��4� ' ' ' ' DAK8AGE ��ERAGE. ^�. ��mverm@e' 4. ��mverm@e Extensions: Extensions: e. We will pay sums which you legally must pay to the |eeeorofo covered ''oubu^ which you have o ��r�mnm| ��o��mv�nm@�� leased without driver for thirty(30)days or|eee |n the event ofo total theft loss of your covered for the lessor's loss of use of the covered ''outo^. ''auto"vve will pay upto$400 for''|oee^towearing provided: apparel and other personal effects which onu� are: (1) This insurance provides comprehensive, (1) Owned by an "insured"; and specified ooueee of |oee or collision covered (2) In or on your covered "auto"; on the covered "auto"; (2) The |oee of use results from the covered No deductible applies to Personal Effects .. . "accident"oubu being damaged in an while Coverage. you are leasing it. J. �inmd ��u�m �h��iom| 0mmnm@� ��mv�nm@�' VVe will pay uptoo maximum limit of$1.S00for The following is added to SECTION 888 — PHYSICAL this covered extension. DAMAGE COVERAGE A. ��mv�rm@� 4 ��mv�rm@� ' ' ' ' L. HinmdCmr—VVmddvvide Coverage Extensions: The following is added to SECTION 88 — ��EK�E0 d. �inmd ��u�m �h��iom| 0mmnm@� ��mv�nm@� AUTOS LIABILITY COVERAGE' A.2. Coverage If hired ''oubue^ are covered ''outoe^ for Liability Extensions: Coverage and this policy also provides Physical t HinmdCmr—VVmddvvide Coverage Damage Coverage for on owned ''outo^. then the Physical Damage Coverage is extended to (1) VVe will pay all sums on''ineunud^legally must ''autos"that you hire, rent or borrow subject tothe pay oe damages because of"bodily injury"or following: ''property damage" to which this insurance applies, caused by on "accident" which (1) The most we will pay for "loss" in any one accident" to o hired, 000una outside of the United States of rented or borrowed .. , � Amerioo, the territories and possessions of auto" is the |eeeerof� the United States of America, Puerto Rico (m) $60.000 and Canada resulting from the maintenance, or use of any covered "auto" of the private (b) Theoctuo|ooehvo|ueofthedomogedor passenger type you |eoee, hire, rent or stolen property oe of the time of the^`|oee^ bonnwwithout o driver for thi�y(30) days or or ' less. (c) The cost of repairing or replacing the ` ' With respect to any claim mode or "suit" or stolen property with other instituted outside the United States of property of like kind and quality. Amerioo, the territories and possessions of the United States of America, Puerto Rico, and Canada: PPA3000313 Page 3ofS (a) You shall undertake the investigation, M. Temporary Transportation Expenses settlement and defense of such o|oime . . SE��T8��NIII — PHYSICAL DAMAGE ��ERAGE and euite ond keep ue odvieed ofoU ' AA.prooeedingeondoctioneAA. Coverage E»tensimns, subparagraph m. Transportation Expenses ie deleted and nup|ooed (b) You will not make any settlement without by the following: our consent. m. Transportation Expenses (o) We will reimburse you: (1) We will pay up to o maximum of $1.S00 for (i) For the amount of damages be- temporary transportation expense incurred cause of liability imposed upon you by you because of Physical Damage to o by law on account of"bodily injury"or covered "auto". ''property damage" to which this insurance applies, and (2) VVe will pay only for those covered ''outoe^for which you carry Comprehensive, CoUi-eionor (ii) �oroUreoeonob|eexpeneeeinourred Specified Case of Loss Coverage. with our consent in connection with the inveetigotion, settlement or (3) VVe will pay only for those expenses incurred defense of such o|oime or ''euite^ by you during the period of time that begins Reimbursement for expenses will be twenty-four (24) hours after the covered port of the Limit of Insurance for ''|oee^and ends ot the time when the covered liability coverage shown in the ''oubu^ can be nuoeonob|e nupoinud or Business Auto Coverage replaced. Declarations, and not in addition to such limits. (4) This coverage does not apply while there are spare or reserve "autos" available to you for (3) The limit of Insurance for Liability Coverage your operations. shown in the Business Auto Coverage Declarations is the moetvvewiU reimburse N. Amended Bodily Injury Definition — Mental you for the sum of all damages imposed on Anguish you,oe set forth in paragraph 2.o.above, and The following is added to SECTION V — all expenses incurred by you arising out of DEFINITIONS, Definition C.: any single''000ident^ or''|oee^ "Bodily injury" also includes mental anguish, but only N0 YoumuetmointointhegreoterofthefoUovv when the mental anguish arises from other bodily ingprimoryouto|iobi|ityineuronoe|imite� injury, sickness ordisease. (m) Compulsory admitted insurance with 0. Airbag Coverage limits required tobein force bu satisfy the legal requirements of the jurisdiction The following ie added to SECTION III — PHYSICAL where the accident occurs; or DAMAGE COVERAGE B. Exclusions 3.m.: (b) Insurance limits required by law and Hovm»ver, this exclusion will not apply to accidental issued byo government entity orbyon discharge ofon airbag due to mechanical orelectrical insurer licensed or permitted by law todo breakdown. business in the jurisdiction where the ^ P. Amended Insured ��mn�nmo� 0��ni�imn 8�mi|nmmd accident"occurs; ' — ' Easement (o) Auto liability insurance limits of at least $300.000 combined single limit or �� T8 �N � — 0EF8N8T8ONS porogrophH. '|neunud $100.000 per penaon/$300.000 per 000i- contact" ie modified oefollows: dent Bodily Injury, $100000 Property ' 1. Paragraph H.3. ie replaced by the following: Damage. 3 Anyeoeementor|ioeneeogreement If you fail to comply with the above, this ' . insurance is not invalidated. However, in the 2. PorogrophH.6.m. is deleted. event ofo''|oee^.we will pay only to the extent that vvewould have been liable had you so Q. Coverage Extensions — Audio, Visual And Data complied. Electronic Equipment Not Designed Solely For The Production OfSound (5) The insurance provided by this coverage extension is excess over any other oo||eo- SECTION III—PHYSICAL DAMAGE COVERAGE B. tib|e insurance available to you whether on o Exo|usimns, exception paragraph m.to exclusion 4.o. primory, excess contingent or any other and 4.d. ie deleted and replaced with the following: basis. PPA3000313 Page 4ofS m. Equipment and 000eeeoree used with such (2) A partner if you are o partnership; or equipment except �� tapes, records, d�oe or ' ' ' (3) An executive officer or insurance monoger ifother electronic media devioe, provided such ' you are corporation. � ''outo^ at the time of the ''|oee^ or is removable S. Unintentional Errors Or Omissions from the housing unit which is permanently "auto" SE��T8��N8��— ��0S8NESS �40T�� N08T8��NS �� installed in the covered outo ot the time ofthe ' ' General.. . �n�nm| Conditions; ConcealmentK8isnmpnm- |oee . ond euoh equipment ie deeigned to be ' �� sentmtimn Or Fraud is amended by adding the solely operated by use of the power from the autos" electrical eyetem, in or upon the covered following: autos"; or The unintentional omission of, or unintentional error in any information given by you shall not prejudiceR. N��io�Of And Knowledge Of Occurrence ' your rights under this insurance. However this pro- SECTION 8V — BUSINESS AUTO CONDITIONS, vision does not affect our right to collect additional A.2. Duties In The Event Of Accident, Claim Suit premium or exercise our right of oonoe||odon or Or Loss, subparagraph m. is deleted and nup|ooed nonnunevvo|. with the following: T. Towing Coverage m. In the event of ^000ident". o|oim. "suit" or "loss", ��T8��N 888 — ��8�� 0�� COVERAGE, you must give us or our authorized repnu- A2 Towing, is deleted and nup|ooed by the eentotive prompt notice of the"accident"or"loss" ' ' ' following: including: � (1) How, or when and .loee. 2. We will pay up to$750 for towing and labor costs 000urnuo incurred each time o covered ^oubu^ is disabled ' due to o covered cause of loss. However (2) The''insured's^ name and oddnuee; and m. All labor must be performed at the place of (3) To the extent poeeib|e, the names and disablement; and oddnueeee of any injured person and b If the covered auto is o private passenger witnesses. ' type no deductible applies; and Your duty to give us or our authorized o If the covered oubu is not of the private representative prompt notice of the "accident" or ' .. . .. "loss" passenger type our obligation to pay will be |oee opp|ieeon|ywhenthe accident"or |oee is known to: reduced by o $250 deductible per disablement. (1) You, if you are on individual; ALL OTHER TERMS AND CONDITIONS OF THIS POLICY REMAIN UNCHANGED. PPA 300 03 13 Page 5 of WORKERS COMPENSATION AND EMPLOYERS LIABILITY INSURANCE POLICY WC 0403 06 (Ed. 4-84 WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT—CALIFORNIA We have the right to recover our payments from anyone liable for on injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only tothe extent that you perform work under a written contract that requires you to obtain this agreement from us.) You must maintain payroll records accurately segregating the remuneration of your employees while engaged in the work described in the Schedule. The additional premium for this endorsement ehoU be 2 96 of the California workers' compensation premium otherwise due on such remuneration. Schedule Person mrOrganization Job Description All persons or organizations that are party toa contract that Jobs performed for any person or organization that you requires you to obtain this agnoement, provided you have agreed with in a written contract to provide this executed the contract before the loss. agreement. This endorsement changes the policy to which it is attached and is effective on the date issued unless otherwise stated. (The information below is required only when this endorsement is issued subsequent to preparation of the policy.) Endorsement Effective 00-01-2025 Policy No. PSVVU005581 Endorsement No. Insured Insurance Company JLaa Engineering, Inc. RL| Insurance Company Countersigned By @1998 by the Workers'Compensation Insurance Rating Bureau of California.All rights reserved. POLICY NO. PAAEP0102507 Insurer in investigating or settling any Claim or in the Insured's defense of any Claim, nor shall the Deductible apply to any such loss of earnings, fees, costs or expenses. C. However, the above condition does not apply to reasonable costs incurred, with the express written consent of the Insurer, in securing the co-operation of former principals, partners, officers, directors, members, shareholders, trustees or employees of the Named Insured in the defense of a Claim. 12. ADMISSION OF LIABILITY The Insured shall not, without the prior written consent of the Insurer, incur any expenses, including but not limited to forgoing or reducing any compensation due or alleged to be due, or make any other payment, assume any obligation, settle or offer to settle, attempt any remedial measure or in any way admit or acknowledge liability in connection with any Claim or potential Claim. 13. NO ACTION AGAINST INSURER A. No action shall lie against the Insurer or their representatives unless, as a condition precedent thereto, the Insured shall have fully complied with all the terms and conditions of this Policy, or until the amount of any Damages has been finally determined either by operation of law or by written agreement of the Insured, the claimant and the Insurer. B. Nothing contained in this Policy shall give any person or organization any right to join the Insurer as a defendant or co-defendant or other party in any action against the Insured to determine the Insured's liability. 14. OTHER INSURANCE This Policy shall apply in excess of: A. any other valid and collectible insurance available to any Insured, including, but not limited to, any project specific professional liability and/or contractors pollution liability insurance; and B. any self insured retention or deductible portion thereof; unless such other insurance is written only as specific excess insurance over the Limit of Liability of this Policy. 15. CHANGES None of the Insuring Agreements, Exclusions, Definitions or other terms and conditions of this Policy shall be amended, waived or otherwise changed except by endorsement hereto signed by the Insurer. 16. NAMED INSURED AS AGENT The first Named Insured specified in Item 1. of the Declarations shall be considered the agent of all Insureds with respect to the giving of or receipt of all notices pertaining to this Policy and shall be responsible for the payment to the Insurer of all premiums and for payment of the Deductible. 17. SUBROGATION 05 AEP0055 00 05 15 Page 18 of 21 POLICY NO. PAAEP0102507 In the event of any Claim under this Policy, the Insurer shall be subrogated to all of the Insured's rights of recovery against any person or entity, and the Insured shall execute and deliver to the Insurer any and all necessary documentation, instruments and records and do whatever else is necessary to secure and enforce such rights. The Insured shall take no action after such Claim is made against it which prejudices such rights of Insurer. The Insurer agrees to waive their rights of recovery against any client of the Named Insured for a Claim to the extent the Named Insured had, prior to such Claim, a written agreement to waive such rights. 18. ASSIGNMENT No assignment or transfer of any Insured's rights under this Policy shall bind the Insurer. If an Insured shall die or be adjudged incompetent, such insurance shall cover that Insured's legal representative as an Insured as would be permitted by this Policy. 19. MERGERS AND ACQUISITIONS A. Takeover of Named Insured If, during the Policy Period: 1. any person or entity or group of persons or entities acting in concert acquires securities resulting in ownership by such person(s) or entity(ies) of more than 50% of the outstanding securities representing the present right to vote for the election of directors or equivalent positions of the Named Insured; or 2. the Named Insured merges into or consolidates with another organization such that the Named Insured is not the surviving organization, then coverage under this Policy shall continue but only for any, otherwise covered, negligent act, error or omission in rendering or failing to render Professional Services, Contracting Services, Technology Services or Media Activities occurring before such transaction. No coverage under this Policy will be available after such transaction unless otherwise specifically endorsed by the Insurer. Upon such transaction, the entire premium for this Policy will be deemed fully earned. The Insureds will also give the Insurer written notice of such transaction as soon as practicable, but not later than 90 days after the effective date of such transaction. B. Acquisition or Creation of New Subsidiary If, during the Policy Period, any Insured acquires, creates or merges with another organization such that the Insured is the surviving entity, then: 1. such newly acquired, created or merged organization shall be covered under this Policy after the effective date of such transaction; and 2. the Insureds will also give the Insurer written notice of such transaction as soon as practicable, but not later than 90 days after the effective date of such transaction. If the revenue of such newly acquired, created or merged organization exceeds 10% of the Named Insured's revenue for the most recently completed past 12 months, as set forth in their most recent application for insurance, then: 05 AEP0055 00 05 15 Page 19 of 21 Policy Number: PSE0005052 RLI Insurance Company THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. RLIPack@ SCHEDULE OF UNDERLYING INSURANCE This endorsement modifies insurance provided under the following: COMMERCIAL EXCESS LIABILITY COVERAGE FORM Item 4. of the declarations is amended to include: Type of Coverage Carrier Eff. Date Exp. Date Limits General Liability Occurrence$ 2,000,000 RLI Insurance 09/01/2025 09/01/2026 Aggregate$4,000,000 Company Only the Type of Coverage identified in this Schedule of Underlying Insurance by Carrier, policy number and applicable Limits are to be included. Employers' Liability Each Accident: Statutory Limits or$1,000,000 RLI Insurance 09/01/2025 09/01/2026 whichever is greater Company Disease Each Employee: Statutory Limits or Only the Type of $1,000,000 whichever is greater Coverage identified in Disease Policy Limit: Statutory Limits or this Schedule of $1,000,000 whichever is greater Underlying Insurance by Carrier, policy number and applicable Limits are to be included. Business Auto Liability RLI Insurance 09/01/2025 09/01/2026 Each Accident$1,000,000 Company Only the Type of Coverage identified in this Schedule of Underlying Insurance by Carrier, policy number and applicable Limits are to be included. ALL OTHER TERMS AND CONDITIONS OF THIS POLICY REMAIN UNCHANGED. PPU 110 04 23 Page 1 of 1