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TOWNSEND PUBLIC AFFAIRS, INC.
INSURANCE ON FILE WfjKMAY PROCEED UNTIL INSURANCE EXPIRES 0t-31-2E223 CLERK OF COUNCIL DATE: A-2022-185-01 AGREEMENT WITH TOWNSEND PUBLIC AFFAIRS TO PROVIDE ON CALL GRANT TWA ( L,6- Uji ) (A\� 2 WRITING SERVICES THIS AGREEMENT is made and entered into this 20th day of September 2022 by and between Townsend Public Affairs, 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 N ("City"). "_4 RECITALS I— o A. On June 29, 2022, the City issued Request for Proposal No. 22-064, by which it sought a consultant having special skill and knowledge in the field of Water, Sewer and Public Works grant writing services. B. 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 RFP No. 22-064. C. 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 Consultant shall perform the tasks and obligations including all labor, materials, tools, equipment, and incidental customary work required to fully and adequately complete the services described in RFP No. 22-064, which is attached as Exhibit A, and as more specifically delineated in Consultant's proposal, which is attached as Exhibit B and incorporated in full. 2. COMPENSATION a. City agrees to pay, and Consultant agrees to accept as total payment for its services under this Agreement, the rates and charges identified in Exhibit C. Consultant is one of three (3) consultants selected to provide grant writing services on an on -call basis under RFP 22- 064. The total compensation for these services provided by all such contracts selected under RFP 22-064 shall not exceed the shared aggregate amount of Two Million, Three Hundred Seventy -Five Thousand Dollars and Zero Cents ($2,375,000) during the term of the Agreement, including any extension periods. b. 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 that fails to meet the standards of performance set forth in the Recitals and Scope of Work, which may reasonably be expected by City. ft?� Y DI7ll This Agreement shall commence on the date first written above and terminate on September 19, 2025, unless terminated earlier in accordance with Section 17, below. The term of this Agreement may be extended for one (1) two-year period upon a writing executed by the City Manager and City Attorney. 4. PREVAILING WAGES Consultant is aware of the requirements of California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., ("Prevailing Wage Laws"), which require the payment of prevailing wage rates and the performance of other requirements on "public works" and "maintenance" projects. If the services being performed are part of an applicable "public works" or "maintenance" project, as defined by the Prevailing Wage Laws, and the total compensation is $1,000 or more, Consultant agrees to fully comply with such Prevailing Wage Laws. Consultant shall defend, indemnify and hold the City, its elected officials, officers, employees and agents free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws. 5. INDEPENDENT CONSULTANT Consultant shall, during the entire term of this Agreement, be construed to be an independent consultant and not an employee of the City. This Agreement is not intended not 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. G4 �#WTKILIMIMZIJB "MVINHAW 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 subconsultants to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subconsultant 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. 2 7. 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 aggregatelimit 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: if Consultant is or employs a licensed professional such as an architect or engineer: Professional liability (errors and omissions) insurance, with a combined single limit of not less than $1,000,000 per claim with $2,000,000 in the aggregate. 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 1. 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 20 37 if a later edition is used). 11 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. 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 waiverof 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 the Consultant 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); 1. The Retroactive Date must be shown, and must be before the date of the contract or the beginning of contract work. 2. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of'work. 3. 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. [! 8. 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 the risk, prior experience, insurer, coverage, or other special circumstances. 8. 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 subconsultants, 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, 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. 9. INTELLECTUAL PROPERTY INDEMNIFICATION Consultant shall defend, indemnify and hold harmless the City, its officers, agents, representatives, 5 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. 10. 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. 11. CONFIDENTIALITY If Consultant receives from the City information 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 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. 12. 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 specified under this Agreement. 13. 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 Executive Director Public Works Agency City of Santa Ana 20 Civic Center Plaza (M-21) P.O. Box 1988 Santa Ana, CA 92702 To Consultant: Townsend Public Affairs, Inc. Attn: Christopher Townsend, President 1401 Dove Street, Suite 330 Newport Beach, CA 92660 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 timeframes, weekends, federal, state, County or City holidays shall be excluded. 14. 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. 15. 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 7 personnel or by other Consultants retained by City. 16. 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. 17. 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. 18. 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. 19. 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. 20. 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. 21. 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. IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. ATTEST: /Clerk of the Council APPROVED AS TO FORM SONIA R. CARVALHO City Attorney By: randon Salvatierra Deputy City Attorney RECOMMENDED FOR APPROVAL Nabil Saba, P.E. Executive Director Public Works Agency CITY OF SSANNTA ANA Kristine Ridge City Manager CONSULTANT ame: dhrislopher Townsend Title: President EXHIBIT A Appendix ATTACHMENT SCOPE OF WORK CITY OF SANTA ANA REQUEST FOR PROPOSALS FOR WATER, SEWER AND PUBLIC WORKS PROGRAMS GRANT WRITING SERVICES RFP NO.: 22-064 Introduction and Background: The City of Santa Ana is located in the County of Orange in Southern California. The City encompasses 27.5 square miles and a population of over 335,000 people. The City of Santa Ana Public Works Agency is soliciting proposals from professional firms for grant writing services. The primary emphasis will be seeking grant related funds for Water and Sewer programs all other programs will be secondary. In the past the City has utilized professional grant writing consulting firms on as needed basis to meet the goals and objectives of the City. The goals of this proposal for consulting services are to identify areas of funding needs, grant research and funding, development, and grant program administration and delivery to the City's Public Works Agency. In summary, the City of Santa Ana is soliciting proposals from qualified firms to provide grant writing services. This request for proposal (RFP) provides interested qualified firms with the information enabling them to submit a Service Bid Proposal and to provide the services described herein. Description of Work: The Consultant/s will seek funding opportunities primarily for water and sewer programs, secondarily for all other programs with an emphasis on securing funds for capital projects. The selected consultants are expected to search for relevant grant opportunities and inform the City of their applicability. When relevant grant opportunities are identified and approval to proceed is granted by City, the consulting firm shall prepare the necessary grant application documents and submit grant applications on behalf of the City for approval or fully support the City in applying. All the work shall be coordinated with Public Works Agency personnel. The successful firm(s) shall have experience in grant writing, grant program development and administration for Federal, State, and Local entities including and not limited to: • US Department of Commerce -Economic Development Administration (Public Works and EAA programs) • US Department of Housing and Urban Development (CDBG) • US Department of Interior -Bureau of Reclamation • California Department of Water Resources City of Santa Ana RFP 22-064 • California Water Quality Control Board • California Water Resources Control Board • Air Quality Management District (AQMD) • Mobile Source Air Pollution Reduction Review Committee (MSRC) • State of California Department of Parks and Recreation; various programs and Bond Acts (Office of Grants and Local Services OGALS) • State of California Natural Resources Agency • State of California Coastal Conservancy The funding sought is intended to support contemplated programs for, among other things: • Recycled water • Infrastructure replacement • Automated Metering Infrastructure • Green infrastructure/solar panels • Conservation/outreach enhancements • Sewer septic tank removals/conversions • Alternative (RNG/CNG/Propane) fuel vehicles/infrastructure • EV charger infrastructure • Park Land Acquisitions • Park Development (Capital Improvements) • Park Deferred Maintenance Projects The following are typical service and or items that the successful Consultant(s) will be required to provide for the City of Santa Ana. Funding Needs Analysis — Conduct current funding priority needs analysis and identify new priority areas for funding in conjunction with Staff. Outside Funding/On-Call Research — Conduct research and identify third -party funding sources that support the Public Works Agency, funding needs and priorities. This scope includes researching grant opportunities independently as well as any identified by the City. Funding Proposal Development — Provide proposal writing associated with funding applications on behalf of the City of Santa Ana, including the preparation of funding abstracts, production and submittal of applications to funding sources. The City understands that many applications require technical details,. City staff will provide technical data as necessary but it is expected that the consultant(s) will perform the majority of work required to generate funding applications. Once applications are finalized, consultant will provide a copy of each application package for funding to the City prior to submittal and review the package with City staff. Program Administration and Delivery — The Consultant(s) will be required to provide grant administration and coordination services as part of this proposal including, but not limited to, coordinating with City staff to provide expenditure reports and submit reimbursement requests, preparing Resolutions and Staff Reports for City Council consideration, coordinating with funding sources' staff, and submitting periodic status update reports to City. City of Santa Ana RFP 22-064 0--- � 0 On a monthly basis, the Consultant(s) shall provide the City summaries of potential funding opportunities. The summaries shall include, but not limited to the name of the funding agency, due dates for applications, eligibility, and program summary and funding level available. City Responsibilities: The City will provide information in its possession relevant to the preparation of the required information in the RFP. Availability of staff time to assist with the preparation of grant application documents is limited. Selected consultant is expected to perform a substantial amount of research and data gathering independently. City staff will provide system information and data as available in an effort to develop the best grant application package possible. City of Santa Ana RFP 22-064 0--- 10 EXHIBIT B Proposal for later, Sewer, and Public Works Grant Writing Services July 25, 2022 Tableof Contents........................................................................................................................1 1. Statement of Qualifications ................. ........ .................................. _................ ................. 2 a) Cover Letter.........................................................................................................2 b) Agreement Statement..........................................................................................3 c) Understanding of Need........................................................................................3 d) Firm and Team Experience ................................... .............................. ................. g e) Relevant Project Experience..............................................................................16 f) Schedule............................................................................................................20 g) References........................................................................................................21 2. Scope of Services & Schedule......................................................................................22 3. Fee Proposal...................................................................................Submitted Separately 4. Certifications..................................................................................................................31 Attachment 3-1: Non -Collusion Affidavit........................................................................31 Attachment 3-2: Non -Lobbying Certification..................................................................32 Attachment 3-3: Non -Discrimination Certification...........................................................33 Q Proposal for Grant Writing Services I Santa Ana Public Works Agency Page 1 A. COVER LETTER July 25, 2022 Kathia Reyes, Project Manager Santa Ana Public Works Agency 220 S. Daisy Street, 111 Floor Santa Ana, CA 92703 Dear Ms. Reyes: Thank you for the opportunity for Townsend Public Affairs, Inc. ("TPA") to submit our proposal for Grant Writing Services to the City of Santa Ana Public Works Agency ("Agency'). We have been proud to work with the Agency for the last several years and have been successful in securing $4 million for the Agency. Since its inception in 1998, TPA has earned the reputation as Champions for Better Communities by providing the experience, resources, and relationships expected from a premier legislative advocacy and grant writing firm while also giving clients the unique brand of customer service they deserve: personal attention, maximum accessibility, and passion for their mission. Our strategic approach to advocacy and funding is tailored to meet the individual needs of each client by leveraging the breadth and depth of our team as well as our vast network of relationships with key stakeholders and decision makers. Utilizing this method on behalf of our clients, TPA has shepherded over 100legislative and regulatory proposals into law, and secured over $2.3 billion in grants from state, federal, and local government agencies as well as nonprofit foundations and private companies. Thank you again for your interest in our firm and your consideration of this proposal. Please contact us if you have any questions or need additional information. We would be honored to serve the Santa Ana Public Works Agency. Yours truly, Christopher Townsend President* *Authorized to bind the firm Proposal for Grant Writing Services I Santa Ana Public Works Agency Page 2 TPA concurs with the provisions contained within the standard agreement attached as Attachment 2 in the Appendix of the RFP and is prepared to enter into agreement under those terms. C. UNDERSTANDING OF NEED TPA has been proud to work with the Agency for the last five years to identify creative funding solutions for the Agency's priority projects. TPA has been successful in securing $4 million for the Agency for advanced metering infrastructure and is prepared to continue to work with the Agency on a variety of water and energy projects that will help create a more sustainable Santa Ana. The majority of the Agency's potable water comes from an underground basin and is pumped through 21 existing wells to serve about 44,500 water accounts. Given the limited water supplies in the region, recent reoccurring droughts, and the previous contamination levels, the Agency has needs for a new groundwater well, expansion of the recycled water system to add additional distribution infrastructure and new connections, and PFAS clean-up projects. TPA is prepared to continue to work with the Agency to identify grant funding opportunities as well as legislative directed opportunities to improve overall water system reliability and reduce the burden on other water production facilities, including on imported water. In addition, the Agency has several energy related projects including an expansion of the natural gas fuel station at the City Yard, incorporation of hydro -electric generation and battery storage, and the design and construction of solar parking lot canopies with electric vehicle chargers. TPA believes that funding success for our clients requires much more than simply reacting to existing grant programs when they are announced. TPA believes that maximum funding success for our clients requires aggressive PROACTIVE strategy and effort to CREATE new funding opportunities via budget earmarks or grant programs that are tailored to ensure eligibility and maximum competitiveness for client projects. Therefore, in order to successfully pursue the Agency's funding needs, TPA strongly suggests the Agency utilizes the following approach to generate and secure additional funding beyond the opportunities identified in traditional grant programs. While these activities are above and beyond the typical grant writing scope of work, TPA believes a creative funding advocacy component is critical to maximize funding success for the Agency. State Budget Opportunities: TPA has worked with several municipal clients to secure project funding in the State Budget through legislative -directed grants, also referred to as "earmarks'. This has led to success for the Santa Ana Public Works Agency, which received a direct project allocation in the form of a $4 million earmark for Advanced Water Metering Infrastructure. Looking forward to future budget cycles, earmarks are likely to be included in the State's 2023-24 budget cycle. TPA will work with the Agency to identify priority projects and leverage legislative connections to advocate for this funding in upcoming budget cycles. In addition to project specific funding, current opportunities in Sacramento include $2.7 billion in new water drought funding that was included in the Fiscal Year 2022 budget that will need to be allocated in early August. That funding will likely replenish existing programs that will fund recycled water, habitat restoration, and drought relief, and could provide additional funding opportunities for Agency projects. Q Proposal for Grant Writing Services I Santa Ana Public Works Agency Page 3 State Bond Legislation: Since its establishment in 1998, TPA has participated in the development and implementation of many California legislative propositions to provide capital funding for a wide variety of infrastructure projects, including water, natural resources, parks and recreation, transportation, education, and cultural and historical resources in the following bonds: 13, 40, 50, 84, and 1. TPA worked closely with the Senate and Assembly leaders, staff, and stakeholders on the drafting of park bond legislation for the June 2018 statewide ballot, which was eventually passed by voters and implemented Proposition 68. Proposition 68 authorized $4.1 billion for the Legislature to appropriate to various state and local agencies to fund a variety of capital projects. $2.5 billion of the total amount of the bond funds park and open space related projects, while the remaining $1.5 billion funds a variety of water development programs. By using a holistic approach targeted at exploring all channels of funding advocacy, TPA worked with relevant state agencies to develop guidelines for park and water bond grant programs to ensure that language is included so that client projects are eligible and competitive. TPA was successful in creating and directing funding in Proposition 68 to align with client projects and priorities that ultimately resulted in the funding of legacy infrastructure projects. Federal Infrastructure Legislation: At the federal level, in addition to funding programs that the Agency is already familiar with including the WaterSMART Water and Energy Grant Program (WEEG) and Drought Resiliency Program, there are new opportunities that have been created through the Bipartisan Infrastructure Law (BIL) that was recently signed into law by President Biden. These new federal opportunities include $9 billion in dedicated funding for remediation of emerging contaminants in water supplies, including PFAS. $4 billion of these funds are distributed through the States' various State Revolving Fund programs. California's share of these funds will be distributed through the State's Drinking Water State Revolving Fund (DWSRF), which is administered by the State Water Resources Control Board. TPA is uniquely positioned to pursue these funds given our extensive relationships in Sacramento as well as Washington, D.C. For water recycling there is a dramatically expanded water recycling program administered by the U.S. Bureau of Reclamation that provides $1 billion for projects that reclaim or reuse municipal, industrial, and agricultural wastewater. This program could be a unique opportunity to expand the Agency's recycled water system. The BIL also includes a large focus on energy and electric vehicle infrastructure. The primary program for electric vehicle infrastructure is the National Electric Vehicle Infrastructure Formula Program (NEVI) which will allocate $5 billion over the course of the next five years to build out electric vehicle charging infrastructure on both public and private land. An additional $2.5 billion is being allocated through discretionary grant programs along highway corridors and in communities to expand the nation's electric vehicle charging infrastructure. TPA will utilize the following strategic and comprehensive approach to provide grant funding services to the Agency: Conduct Detailed Orientation: TPA utilizes a comprehensive onboarding process that includes extensive meetings with various relevant members of Agency leadership and key Agency departments to help develop a strategic plan that is carefully tailored to satisfy the needs of the Agency, as well as designed for maximum success in the current political climate and funding environment. 0 Proposal for Grant Writing Services I Santa Ana Public Works Agency Page 4 Craft Strategic Funding Plan: Utilizing the information gathered during the onboarding process, TPA will coordinate with the Agency to develop a proactive and comprehensive strategic funding plan that serves the needs of the Agency's priorities. The plan will do more than simply identify Agency projects; it will outline and prioritize multiple funding options for each project, and develop a specific plan of work tailored for each project. It will also identify key "strings attached" to help assess the cost/benefit ratio for each grant opportunity. Funding opportunities will have in mind the Agency's priority projects, such as infrastructure replacement, green infrastructure, park land acquisitions, recycled water programs, EV charging infrastructure, sewer septic tank removals/conversions, and more. Identify, Research, and Monitor Grant Funding Opportunities: TPA will utilize list -serve subscription programs, funding workshops, agency canvassing, and other networking tactics to ensure every potential opportunity is identified and reviewed for relevance with the Agency's projects. TPA will then share these opportunities with the Agency for further assessment and determination if a grant application is warranted. The Agency will also receive a grant matrix of funding programs that is updated regularly as new opportunities arise, which will identify funding opportunities from state and federal agencies such as the US Department of Interior - Bureau of Reclamation, the California Natural Resources Agency, the California Water Quality Control Board, and others. • Grant Application Development and Submittal: TPA will develop, draft, submit, and follow up on each Agency grant application through the following process: Establishment of Clear Accountabilities: TPA will coordinate with the Agency to ensure the assignment of responsibilities and tasks are made clear so that confusion and inefficiency are avoided and the Agency is burdened as little as possible while TPA pursues a grant opportunity. o Provide Overview of Full Application Requirements: For each grant application, TPA will provide the Agency with a detailed overview of the requirements for the grant program and corresponding application to ensure that the program is a strong fit for the Agency's project. This will include: • Application timeline • Eligible project types • Funding availability and award maximum and minimums • List of application components, including proposal questions and any required attachments o Assemble Project Background and Details: TPA will conduct a detailed informational interview with Agency staff most involved with each project in order to gain a full understanding of the project background and scope details necessary for developing the grant proposal and addressing all application questions. o Coordinate Technical Project Details: For technical application components such as site plans, detailed cost estimates, project timelines, engineering plans, and cost -benefit analyses, TPA will coordinate with Agency staff to compile all necessary attachments and ensure consistency across all elements of the application. Draft Written Proposal: TPA will fully draft all narrative components of the application and, when applicable, will indicate where additional input or project detail from the Agency could be provided during the proposal review process. 0 Proposal for Grant Writing Services I Santa Ana Public Works Agency Page 5 o Incorporate Feedback to Finalize Proposal: Well ahead the of the application deadline, TPA will provide the Agency with a full draft for review and feedback. TPA will incorporate any additional details or revisions provided during this process to finalize the grant application and will obtain Agency approval for the final version of the application prior to submission. Submit Completed Application: TPA will ensure that applications are submitted prior to the deadline, whether the submission is electronic or through hard copies, in accordance with submission instructions for each individual program. For hard copy submissions, TPA will print and package applications according to submission instructions and will ship applications through a reliable carrier service such as FedEx in order to provide the Agency with tracking and delivery confirmation for the application. TPA will also obtain a receipt for proof of submission and provide the Agency with a final copy of all submitted application documents. o Funding Advocacy: Throughout grant application process TPA will leverage relationships with relevant officials and program officers in various state and federal funding agencies to ensure that Agency grant applications are aligned with the goals of the specific grant program and that the applications are well -crafted and well -positioned for funding. State Budget Funding Opportunities: In an effort to maximize state funding, TPA will work with the Agency to identify projects and other funding priorities that may be suitable for funding through the State Budget. TPA will coordinate with the Agency to develop supporting materials for the budget request. TPA will also work with members of the Agency's state legislative delegation, along with the Assembly and Senate Budget Committees, to gain support for the inclusion of the Agency's project in the final State Budget approved by the Legislature. o Federal Earmark Opportunities: In an effort to maximize federal funding, TPA will work with the Agency to identify projects and other funding priorities that may be suitable for funding through the Federal Earmark process. TPA will coordinate with the Agency to develop supporting materials for the earmark request. TPA will also work with members of the Agency's federal legislative delegation to gain support for the inclusion of the Agency's project. TPA will strategize with the Agency to identify priority projects and transform them into appropriations requests. TPA will then work closely and diligently with Members of Congress and the U.S. Senate (and their staff), the appropriations committees, the President's administration, and other key stakeholders to ensure projects are included in the final appropriations legislation. Post -Grant Submittal Advocacy: TPA will frequently contact legislators and agency officials to follow up on the status of a grant application and promote its need and urgency. This will include drafting letters of support after grant submissions and distributing them to legislators for their consideration. In addition, TPA will work with legislators to reach out to individual granting agencies to provide background on Agency's projects and convey their support for those projects. • Post -Award Grant Administration and Compliance: TPA will also assist, as needed, with post -award administration and compliance for all grant applications submitted by TPA on behalf of the Agency. This assistance will include interacting with granting agencies on behalf O Proposal for Grant Writing Services I Santa Ana Public Works Agency Page 6 of the Agency, providing support for the drafting and submission of required reports, evaluations, and other tasks related to the successful monitoring of and compliance with the program requirements. Comprehensive Follow -Up on Unsuccessful Applications: Despite all best efforts, some grant applications are not selected for funding. In those instances where grant applications are unsuccessful, TPA will work with the relevant state and federal funding agencies to set up in -person or telephone debriefing sessions to discuss the grant applications and how to best revise the grant applications for the next funding round to ensure success. Provide Monthly Progress Reports: TPA will confer regularly with the Agency on our activities. TPA will provide timely electronic monthly reports on the status of all funding activity, such current funding opportunities, current applications, submitted applications, and post - grant submittal advocacy. In addition to written reports, TPA will be available to the Agency for conference calls, in -person briefings, and meetings. Q Proposal for Grant Writing Services I Santa Ana Public Works Agency Page 7 GRANT FUNDING ACHIEVEMENTS This table provides an overview of our grant funding achievements on behalf of our clients from state, federal, and local government agencies as well as private and nonprofit grant programs. These amounts represent grants secured through a competitive and/or legislative process and do NOT include any funds awarded to clients via formulas or related forms of funding entitlements. Policy Water and Sanitation $128.9 Million $8.7 Million $137.6 Million Transportation $568.7 Million $131.3 Million $700 Million Education $248.0 Million $46.8Million $294.8 Million Parks and Recreation $154.7 Million $30.1 Million $184.85 Million Cultural Resources $120.0 Million $10.3 Million $130.3 Million Housing and Development $696.6 Million $14.2 Million $710.8 Million Public Safety $106.5 Million $66.7 Million $173.2 Million TOTAL $2.023 Billion $308.1 Million $2.331 Billion A DETAILED 20-PAGE SCHEDULE OF OUR STATE, FEDERAL, AND LOCAL GRANT FUNDING ACHIEVEMENTS CAN BE PROVIDED UPON REQUEST Q Proposal for Grant Writing Services I Santa Ana Public Works Agency Page 8 D. FIRM AND TEAM EXPERIENCE With a team of 14 registered state and federal grant writers, TPA has the breadth and depth of experience AND the ability to deploy as many grant writers as needed to maximize success for the Agency while minimizing the burden on Agency staff. TPA will rely on Agency staff to provide technical project information, appropriations process details, and project timeline information as appropriate. TPA is prepared to draft all briefing materials, funding requests, and grant applications. The project manager, Vice President Cori Takkinen, will oversee the proposed team for the project to ensure the proposed work for this project is within the time limits of the grant program, considering the team's current workload. TPA Grants Manager Alex Gibbs and Senior Associate Christine Rose will assist in grant writing and drafting technical narrative, while providing support to Cori and working directly with the Agency on grant applications and appropriations requests. TPA Deputy Director Eric O'Donnell will work with the Grant Writing Team to provide feedback, identify funding opportunities, and ensure that all funding avenues, including legislative and regulatory, are explored. The proposed team will also be supported by an additional nine (9) TPA grant writing specialists and funding advocates. TPA President Christopher Townsend will personally engage in the project to adjust internal workloads in order to ensure quality control of all deliverables. TPA does NOT propose utilizing subconsultants or third -party vendors to complete the scope of work. The proposed team for this engagement will be structured in the following way. Resumes for each member of the proposed project team can be found on the following pages. Ben Goldeen Federal Adocacy Manager Funding Advocate Cori Takkinen Vice President Funding Advocate/Project Manager Eric O'Donnell Deputy Director Funding Advocate Christopher Townsend President rateoic Advisor Alex Gibbs Grants Manager Grant Writer/Funding Advocate Christine Rose Senior Associate Grant Writer Q Proposal for Grant Writing Services I Santa Ana Public Works Agency Page 9 Christopher Townsend, President: Christopher founded TPA in 1998 and has 40 years of experience in public affairs, legislative advocacy, and grant writing. Christopher and TPA have represented over 315 clients, including 235 local public agencies, such as cities, counties, transportation agencies, water and sanitation districts, elementary and secondary school districts, community college districts, park and recreation districts, and other special districts, as well as nonprofit organizations. Christopher provides leadership to a team of 13 advocates and grant writers while managing the development and implementation of strategies for the agendas of each client. His achievements include: Under Christopher's leadership, TPA has become one of the most successful advocacy firms in California (representing more California public agencies in Washington, DC than any other firm) while providing the personalized attention and focus of a small boutique firm. • Christopher and his team have secured over $2.2 billion in local, regional, state, and federal government grants as well as nonprofit and private grants for a multitude of legacy projects in the policy sectors of water and sanitation, transportation, housing and economic development, parks and natural resources, historical and cultural resources, public safety, and education. Christopher and his team have shepherded over 100 legislative proposals into law over a wide range of policy areas, including local governance, water, sanitation, transportation, housing and economic development, parks, natural resources, historical and cultural facilities, public safety, higher education, and K-12 education. The bipartisan capabilities of the firm are evidenced by legislative and funding successes over the tenure of several federal and state administrations, including: Presidents Bill Clinton, George W. Bush, Barack Obama, Donald Trump, and Governors Pete Wilson, Gray Davis, Arnold Schwarzenegger, Jerry Brown, and Gavin Newsom. • Maintains close bi-partisan relationships with several members of the California Congressional delegation, including Senators Feinstein and Padilla, and Representatives Torres, Lowenthal, Porter, Levin, Correa, Lee, Swalwell, Napolitano, Garamendi, Carbajal, Desaulnier, Sanchez, Lieu, Harder, McNerney, Calvert, Garcia, Steel, and Kim. Christopher and TPA have secured over $119 million in funding for museums, science centers, cultural facilities, and at -risk youth programs from various state, federal, and local funding sources, including: Federal Department of Energy, National Aeronautics and Space Administration, Federal Department of Transportation, Institute of Library and Museum Services, California Cultural and Historical Endowment, California Department of Parks and Recreation, County of Los Angeles, County of Orange, City of Los Angeles, Orange County Water District, Municipal Water District of Orange County, and Children and Family Commissions of Los Angeles and Orange County. Prior to TPA, Christopher served as a Senior Director of Government and Community Affairs for PepsiCo, Inc. and Vice President of Public Affairs for Stein -Brief Group, Inc., a major land developer in Southern California. Q Proposal for Grant Writing Services I Santa Ana Public Works Agency Page 10 Cori Takkinen, Vice President: Cori brings 13 years of legislative advocacy and public policy experience to TPA. Cori has extensive experience writing grants for various local, regional, state, and federal opportunities. Cori has expertise in the policy sectors of local governance, transportation, water resources, infrastructure, sanitation, parks and recreation, and economic development. Townsend Public Affairs, Inc. Vice President 2011-Present Throughout her tenure at TPA, Cori has been responsible for securing millions in competitive grant funds for local public agency clients. In addition to her expertise on municipal issues, Cori has strong experience building coalitions, identifying synergies, and leveraging all available opportunities to achieve success. Cori has a strong network of relationships with State and Federal Legislators, key staff, and various funding agencies, including the California State Department of Parks and Recreation, the Natural Resources Agency, and the California Coastal Conservancy. Some of Cori's accomplishments include the following: Cori worked with the City of Santa Ana to secure a direct funding allocation in the FY 2018-19 State Budget in the amount of $4 million to upgrade water infrastructure within the City. TPA worked with the City's legislative delegation, staff from the Assembly and Senate Budget Committees, and the Department of Finance to ensure funding was included in the State Budget for this critical project to allow the City's water customers to have real-time access to their water usage, which will help facilitate water conservation and reduce customers' utility bills. • Leveraging relationships with the California Federal delegation, Cori currently has over $25 million in Community Project Funding (or earmarks) included in the nine appropriations bills that have passed the House. • In the FY 2021-22 State Budget, Cori worked with several municipal and nonprofit clients to secure $54 million in budget earmarks for priority projects, including funding for infrastructure improvements, parks and trails improvements. mental health, and public safety, • Cori worked with the Orange County Water District and the Orange County Sanitation District to sponsor AB 2022 (Gordon). The bill allowed for limited bottling of the highly treated and recycled GWRS water for educational purposes. The bill was the first legislation in the nation that allowed for the direct bottling of advanced treated recycled water. TPA secured bi-partisan support for the legislation and it was signed into law. • Worked closely with the State Legislature and Administration on the development and implementation of Proposition 68, the California Drought, Water, Parks, Climate, Coastal Protection, and Outdoor Access For All Act of 2018. Cori worked in support of a variety of clients to create specific funding opportunities to achieve desired results. In addition to securing funding opportunities for municipalities, Cori's efforts with Proposition 68 resulted in $4.8 million to fund a conservation program at West Coyote Hills in Fullerton as well as $3.46 million to fund science education at the Discovery Cube Orange County. Prior to joining TPA, Cori worked as a Policy Advisor for then -Orange County Supervisor John Moorlach. Cori holds a Bachelor of Arts in Economics and Government with Leadership Sequence from Claremont McKenna College and a Masters in Public Administration from Chapman University. Q Proposal for Grant Writing Services I Santa Ana Public Works Agency Page 11 Alex Gibbs, Grant Manager: Alex brings ten years of public policy and legislative advocacy experience to TPA. Alex has four years of experience working for the State Legislature analyzing researching, writing, and shepherding bills through the legislative process. Alex has also secured significant grant funding for clients throughout California. Alex has expertise in the policy sectors of parks and recreation, local governance, public safety, transportation, cap and trade, and labor relations. Townsend Public Affairs, Inc. Grants Manager 2014-Present During his tenure at TPA, Alex has been responsible for securing millions in competitive grant funds at the private, state, and federal levels for local public agency clients. In addition to his expertise on parks and recreation, transportation, and public safety, Alex has a strong network of relationships with State Legislators and key staff, as well as various state departments and agencies. Some of his accomplishments include: Alex worked closely with the City of Oakland staff to secure $10,801,183 in grant funding from the Clean CA Local Grant Program. Alex leveraged relationships with the California Department of Transportation and the City's legislative delegation to successfully advocate for two funded projects. This funding helped the City of Oakland conduct the Courtland Creek Restoration Project, as well as the Oakland Mini Parks Beautification Project, both of which provided significant remediation and beautification of public resources for local residents. • Alex led a team of Kern County staff through the application process to secure $6,516,000 in grant funding from the Prop 68 Statewide Parks Program (Round 4). This funded the South Kern Lamont Park Project which provided much needed renovations to an existing park in the community of Lamont, despite grant program guidelines which provided preferences for the construction of new parks. • Alex collaborated with state Natural Resources Agency staff to secure a $3,086,000 Urban Greening Grant for the Desert Recreation District. This funded the construction of a new park and sports complex in unincorporated Riverside County. Alex then continued to work with the District on grant administration, ensuring the client was able to see the completion of their legacy project, that had been years in the making. • Alex collaborated with state and federal Land and Water Conservation Fund staff to secure a $750,000 grant for the City of Imperial. This funded the construction of a 300 plus acre regional park and equestrian center. Alex then continued to work with the City on grant administration, ensuring the client was given the appropriate time to meet deadlines and retain their funding. California State Senate Legislative Aide 2012-2014 Alex worked as a member of the Eighth Senate District's legislative team representing San Francisco and San Mateo Counties. Alex's primary responsibilities included monitoring, reviewing, and making recommendations on legislation passing through the Senator's committee's as well as bills of interest to the District. Alex annually carried a bill package through the legislative process and assisted with problem bills that required more support. Alex consistently had one of the highest numbers of bills signed into law of any senate staffer. University of San Francisco, CA Bachelor of Arts, Politics 2011 Q Proposal for Grant Writing Services I Santa Ana Public Works Agency Page 12 Eric O'Donnell, Deputy Director: Eric brings seven years of experience in local governance and grant writing to TPA. Eric has been responsible for major grant awards on behalf of public agency clients. Eric has a strong network with both staff and members of the state and federal legislatures as well as relationships with local Southern California municipalities. Eric has expertise in the policy sectors of wastewater, water resources, natural resources, local governance, parks and recreation, and transportation. Townsend Public Affairs, Inc. Deputy Director 2015-Present Since joining TPA, Eric has worked with numerous public agencies to secure grant funding for water and sanitation policy and infrastructure, natural resources, and parks and recreation. Some of his accomplishments include: Eric worked with the Orange County Sanitation District to secure a $1 million grant award from the Department of Water Resources' Integrated Regional Water Management Grant Program to replace a critical sewer line. Eric worked closely with staff at the Orange County Sanitation District, the Department of Water Resources, and the Santa Ana Watershed Project Authority throughout the development and implementation of the grant program. Eric helped the East Orange County Water District secure a $500,000 grant from the Drought Response Program, administered by the U.S. Bureau of Reclamation. The funding allowed East Orange County Water District to construct a new drinking water well in order to provide safe, clean, and affordable drinking water to the District's retail customers. Due to the prevalence of PFAS/PFOA in existing groundwater resources, the District needed new sources of reliable and affordable drinking water. Eric was critical in facilitating a resolution to a Redevelopment Dissolution related issue for the City of Stanton that resulted in the City receiving over $2.1 million in loan repayment. Eric worked closely with the City, the City's legislative delegation, and executive staff from the Department of Finance to identify a solution. The favorable resolution resulted in the Department of Finance approving a previously denied line item on the City's Recognized Obligation Payments Schedule (ROPS), thus awarding the City a loan repayment. Possesses Drinking Water Distribution Operator (D1) and Drinking Water Treatment Operator (T1) certifications from the State Water Resources Control Board. City of Brea Community Services Senior Leader Chapman University, Orange, CA Masters of Public Administration 2009-2015 2020 California State University, Fullerton Bachelor of Arts, Business Administration, General Management 2014 t; Proposal for Grant Writing Services I Santa Ana Public Works Agency Page 13 Ben Goldeen, Federal Advocacy Manager: Ben brings 12 years of federal legislative, funding, and public policy experience. Ben has experience managing legislative activity, including bill analysis, research, and drafting particularly for federal funding opportunities. Ben has expertise in several policy sectors including water resources, healthcare, housing, environmental hazards, agriculture, foreign affairs, and resources for veterans. Townsend Public Affairs, Inc. Federal Advocacy Manager 2021-Present Since joining TPA, Ben keeps clients informed of significant actions and pertinent developments in the federal government and strategizes on ways in which to influence and enact changes in Washington, DC that have concrete results for clients. Some of Ben's accomplishments include: Ben worked with Oakland City staff to develop, prepare, and execute a strategic plan to support the City's FY21 RAISE grant application. This highly competitive federal grant opportunity administered by the U.S. Department of Transportation formed a key component of the City's TOWN For All initiative to reconnect the City's waterfront neighborhoods. The strategy entailed gathering support from key stakeholders in a way especially tailored to the current Administration's priorities, maximizing the application's chances of success. In addition to tailoring a message, TPA planned advocacy that leveraged the City's strengths during the grant review process. The culmination of this process was the award of more than $14.5 million in federal RASIE funds for the City's TOWN For All project. In the FY21 RAISE cycle Oakland was one of only four jurisdictions in the State of California to receive a RAISE grant. • Ben's nearly seven years working for members of California's Congressional Delegation has led to an extensive network of relationships both on Capitol Hill and within federal agencies. His understanding of the regional and political dynamics of the California Congressional delegation and their interactions with other members of the House and Senate are important to successfully advocating for California -based clients. Ben has first-hand knowledge of the current federal appropriations process, including community project funding requests. This process differs from the pre-2011 earmark process and an understanding of the need to balance transparency and politics to submit a competitive request is key. Ben has utilized his experience to successfully assist clients secure millions of dollars' worth of earmarks. Ben has identified new and previously -underutilized federal grants for the benefit of TPA clients. He has leveraged his relationships with key grant officials at various federal agencies to ascertain their specific priorities and buzz words required for successful grant applications. Ben then leverages that information to help TPA federal clients develop and submit more competitive federal grant applications and then provide more effective tailored advocacy to secure funding awards. Prior to joining TPA, Ben was a Legislative Director for Congressional Representative Jim Costa and a Legislative Assistant for Representative Dennis Cardoza. He holds a Bachelor in Arts in Political Science and Latin American Studies from Boston College and a Certificate in Community Development and Growth from the University of Pennsylvania. Q Proposal for Grant Writing Services I Santa Ana Public Works Agency Page 14 Christine Rose, Senior Associate: Christine brings a variety of experience and knowledge to TPA, including five years of experience in public policy and four years of experience in higher education. Christine has grant writing experience in areas such as education, cultural resources, public health, and transportation. Townsend Public Affairs, Inc. Senior Associate 2022 — Present Since joining TPA, Christine has worked with clients to identify their funding needs and develop competitive proposals. She has identified new and strategic funding resources, bringing her clients' proposals from idea to reality. Her work includes: Christine works to create accessible grant writing and development tools for clients such as grant tracking matrices and application breakdowns. These tools allow clients to access key strategic funding opportunities, develop comprehensive and competitive proposals, and ultimately secure grant funding. • Christine works closely with clients to understand and meet their funding goals. Her collaboration with clients allows her to craft persuasive narratives and strong grant proposals. She is always researching and identifying new funding opportunities that fit the goals and objectives of her clients. California State Assembly Legislative Director 2016 — 2022 Christine worked as the lead member of the Twenty-third Assembly District's legislative team representing portions of Fresno and Tulare Counties. Her primary responsibilities included crafting the Assembly member's legislative package and shepherding all bills through the legislative process, as well as identifying budget priorities and staffing those requests. Christine was responsible for monitoring all legislation passing through the Member's committees and the Assembly Floor, analyzing each bill and making an appropriate recommendation. She had numerous bills signed into law and multiple budget requests included in the state budget. California State Assembly Legislative Aide 2017 — 2018 Christine worked as a member of the Seventy-seventh Assembly District's legislative team representing San Diego County. Christine's primary responsibilities included carrying multiple bills through the legislative process as well as monitoring, reviewing, and making recommendations on legislation passing through the Assembly member's committees. She worked collaboratively with constituents and stakeholders to help craft the Assembly member's legislative package, carrying multiple bills to the Governor's desk. Cal Poly, San Luis Obispo Master of Arts, History 2013 California State University, Sacramento Bachelor of Arts, History and Government 2011 *0 Proposal for Grant Writing Services I Santa Ana Public Works Agency Page 15 E. RELEVANT PROJECT EXPERIENCE CURRENT CLIENTS The table below outlines a list of TPA clients that have engaged in grant writing and funding advocacy within the past five years. The table organizes clients by: name, type of service (either grant writing, or grant writing and legislative advocacy (both)), level of service (either state (S), federal (F), or state and federal (S/F)), contact name, contact address, and contact telephone number. .• of Level of Contact Contact AddressClient Service Service Name Contact Cities and Counties Grant Nathan 30001 Ladyface Ct Agoura City of Agoura Hills Writing S/F Hamburger Hills CA, 91310 (818) 597-7300 200 South Anaheim Boulevard City of Anaheim Both S Greg Garcia Anaheim, CA 92805 (714) 765-4311 Devin 410 Avalon Canyon Rd. P.O. City of Avalon Both S/F Thompson Box 707 Avalon, CA 9072 (310) 510-0220 550 East 6th Street City of Beaumont Both S/F Christina Taylor Beaumont, CA 92223 (951) 572-3212 Mario 1 Civic Center Circle City of Brea Both S/F Maldonado Brea, CA 92821 (714) 990-7757 6650 Beach Boulevard Buena City of Buena Park Both S/F Aaron France Park, CA 90621 (714) 562-3550 1950 Parkside Dr. Concord, City of Concord Both S Karan Reid CA 94519 (925)671-2489 Grant 77 Fair Drive City of Costa Mesa Writing S/F Alma Reyes Costa Mesa, CA 92626 (714) 754-5090 1050 Camino del Mar Del City of Del Mar Both S/F Clem Brown Mar, CA 92014 (858) 375-9524 405 East El Monte Way City of Dinuba Both S/F Karina Solis Dinuba, CA 93618 (559) 591-5904 Grant 1600 Huntington Drive City of Duarte Writing S/F Daniel Jordan Duarte, CA 91010 (626) 357-7931 11333 Valley Boulevard City of El Monte Both S Alma Martinez El Monte, CA 91731 (626) 580-2001 Rochelle 1333 Park Avenue City of Emeryville Both S/F Conner Emeryville, CA 94608 (510) 596-4300 909 W. Visalia Rd City of Farmersville Both S/F Jennifer Gomez Farmersville, CA 93223 (559) 747-04S8 303 W. Commonwealth City of Fullerton Both S/F Anissa Livas Avenue Fullerton, CA 92832 (714) 738-6300 1700 W 162nd St, Gardena, City of Gardena Both S/F Clint Osario CA 90247 (310) 217-9503 Q Proposal for Grant Writing Services I Santa Ana Public Works Agency Page 16 Grant 918 Obispo Street City of Guadalupe Writing S/F Ariston Julian Guadalupe, CA93434 (805)343-2114 501 Main Street Half Moon City of Half Moon Bay Both S/F Jessica Blair Bay, CA 94019 (650) 726-8779 777 B Street City of Hayward Both S Kelly McAdoo Hayward, CA 94541 (510) 583-4000 9700 Seventh Avenue City of Hesperia Both S Melinda Sayre Hesperia, CA 92345 (760) 947-1000 2000 Main Street City of Huntington Beach Both S/F Travis Hopkins Huntington Beach, CA 92648 (714) 536-5575 George 36311 South Lassen Avenue City of Huron Both S/F Turegano Huron, CA 93234 (559)945-2241 505 Forest Avenue City of Laguna Beach Both S/F Ken Domer Laguna Beach, CA 92651 (949) 497-0797 110 E. La Habra Blvd. La City of La Habra Both S/F Jim Sadro Habra, CA 90633 (562) 383-4200 Grant Gabriella 205 W 4th St, Madera, CA City of Madera Writing S Salazar 93637 (559) 661-5492 Grant Christina 29844 Haun Rd, Menifee, CA City of Menifee Writing S/F Hernandez 92586 (951) 723-3751 Grant 643 Quince St, Mendota, CA City of Mendota Writing S Nancy Banda 193640 (559) 655-4298 Stephanie 678 West 18th Street City of Merced Both S/F Dietz Merced, CA 95240 (209) 388-7000 200 Civic Center City of Mission Viejo Both I S/F Dennis Wilberg Mission Viejo, CA 92691 (949) 470-8409 Grant David 1600 W Beverly Blvd, City of Montebello Writing S/F Sosnowski Montebello, CA 90640 (323) 887-1200 14177 Frederick Street Grant Moreno Valley, CA 92552- City of Moreno Valley Writing 5/F Brian Mohan 0805 (951) 413-3024 1 Town Square Murrieta, CA City of Murrieta Both S/F Clara Vera 92652 (951) 304-2489 Shereda 250 Frank H Ogawa Plaza City of Oakland Both S/F Nosakhare Oakland, CA 94612 (510) 238-7648 Grant Terry Gorman 300 N Coast Hwy, Oceanside, City of Oceanside Writing S Brown CA 92054 (760) 435-3076 Grant 38300 Sierra Highway City of Palmdale Writing S/F Terrie Zayas Palmdale, CA 93550-4798 (661) 267-5450 Bertha 1100 East Parlier Avenue City of Parlier Both S/F Augustine Parlier, CA 93648 (559) 646-3545 Biancha 760 Mattie Road Pismo City of Pismo Beach Both S Buchanan Beach, CA 93449 (805) 773-7007 401 East Chapman Avenue City of Placentia Both S/F Damien Arrula Placentia, CA 92870 (714) 993-8117 Q Proposal for Grant Writing Services I Santa Ana Public Works Agency Page 17 123 Main Street Pleasanton, City of Pleasanton Both S/F Becky Hopkins CA 94566 (925) 931-5000 Grant 1733 9th Street City of Reedley Writing S/F Nicole Zieba Reed ley, CA 93654 (559) 637-4200 13831 San Pablo Avenue City of San Pablo Both S/F Matt Rodriguez San Pablo, CA 94806 (510) 215-3000 20 Civic Center Plaza, Santa City of Santa Ana Both S Rosa Flores Ana, CA 92702 (714) 647-5690 Grant 1710 Tucker Street City of Selma Writing S/F Jason Siegen Selma, CA 93662 (559) 891-2200 400 Grand Avenue Grant South San Francisco, CA City of South San Francisco Writing S/F Heather Enders 94080 (650) 877-8500 Jarad 7800 Katella Ave, Stanton, CA City of Stanton Both S/F Hildenbrand 90680 (714) 379-9222 41000 Main Street, City of Temecula. Both S/F Ranch Johl Temecula, CA 92590 (951) 694-6444 411 East Kern Avenue City of Tulare Both S/F Roxanne Yoder Tulare, CA 93274 559-684-4200 156 South Broadway, Suite 270 City of Turlock Both S/F Jennifer Land Turlock, CA 95380 (209) 668-5590 300 Centennial Way, Tustin, City of Tustin Both S/F Ken Piguee CA 92780 (714) 573-3000 Grant Natalie 555 Santa Clara St #3, Vallejo, City of Vallejo Writing S/F Peterson CA 94590 707-648-8616 Kesava 1666 North Main Street City of Walnut Creek Both S Washington Walnut Creek, CA 94596 (925) 256-3580 Grant 1115 Truxtun Avenue, 5th County of Kern Writing S/F Jim Zervis Floor Bakersfield, CA 93301 (661) 868-3140 Grant 101010th Street, Modesto (209) 525- County ofStanislaus Writing S/F Jody Hayes 4494 5100 Bullion Street County of Mariposa Both S/F Dallin Kimble Mariposa, CA 95338 (209) 966-3222 1520 Hillside Boulevard, Town of Colma Both I S/F Brian Dossey Colma, CA 650-997-9300 Special Districts Bear River Recreation and Grant 22431 Kingston Ln, Grass Park District Writing S/F Cindy Latimer Valley, CA 95949 530-268-7275 Justin Skarb 1720 North First Street, San California Water Service Both S Jose CA95112 310-961-1914 Cosumnes Community Pam Dawson 8820 Elk Grove Blvd, Elk Services District Both S/F Grove, CA 95624 916-405-7150 Grant 45-305 Oasis Street Desert Recreation District Writing S/F Tony Strange Indio, CA 92201 (760) 347-3484 E) Proposal for Grant Writing Services I Santa Ana Public Works Agency Page 18 East Contra Costa Fire 150 City Park Way #1335, Protection District Both S Brian Helmick Brentwood, CA 94513 925-634-3400 East Orange County Water Sylvia Prado 185 N McPherson Rd, District Both S/F Orange, CA 92869 714-538-5815 Golden State Natural Greg Norton 1215 K Street, Suite 1650, Resources Both S/F Sacramento CA 95811 855-740-8422 Hesperia Park and Grant Marshawn 16292 Lime St, Hesperia, CA Recreation District Writing S/F Etchepare 92345 760-244-5488 Sacramento Regional Transit Grant 1400 29th St. Sacramento CA District Writing S/F Erik Rietz 95420 916-321-2800 Cosumnes Community Pam Dawson 8820 Elk Grove Blvd, Elk Services District Both S/F Grove, CA 95624 916-405-7150 Public Education Coast Community College 1370 Adams Avenue District Both S/F Letitia Clark Costa Mesa, CA 92626 (714) 438-4605 Guadalupe Union School Grant 4465 9th Street District Writing 5/F Ed Cora Guadalupe, CA 93434 (805) 343-2114 Merced Union High School 3430 A Street District Both S/F Alan Peterson Atwater, CA 95301 (209) 325-2000 Long Beach Community 4901 E. Carson St., Long College District Both I S/F I Nevon Watson Beach 90808. 562-938-4749 Non -Profit Organizations Chabot Space and Science Grant Shawn 10000 Skyline Blvd, Oakland, Center Writing S/F Connolly CA94619 510-336-7347 Discovery Science Joe Adams 2500 N Main Street, Santa Foundation Both S/F Ana, CA 92705 714-913-5022 Hebrew Academy of Orange Grant Amina 14401 Willow Ln, Huntington County Writing F Newman Beach, CA 92647 (714)898-0051 Land Conservancy of San Joey Chavez 1137 Pacific St suite a, San Luis Obispo County Both S Luis Obispo, CA 93401 805-544-9096 Q Proposal for Grant Writing Services I Santa Ana Public Works Agency Page 19 F.SCHEDULE TPA's general process for completing a grant application will remain the same regardless of the size and nature of the application. TPA will begin with a meeting with key Agency staff to review the grant application requirements, project overview and background. TPA will then establish clear accountabilities for Agency staff and TPA grant writers, including coordinating and conducting stakeholder meetings, drafting grant narratives, soliciting feedback from staff, incorporating feedback into a final application, drafting and securing letters of support and submitting a final grant application. After submittal is completed, TPA will advocate on behalf of the Agency, including contacting elected officials and drafting talking points for further advocacy. If successful, TPA will administer any post - award compliance requirements. If unsuccessful, TPA will coordinate debrief meetings with funding agencies to learn why the application was not funded and how to strengthen future application submissions. Below is a chart overviewing the timeline for which TPA will use to implement its strategic grant identification and writing services on behalf of the District, including details on the involvement of Agency staff: Timeline AgencyServices Conduct Detailed Orientation September 2022 Staff participation in orientation Craft Strategic Funding Plan September -October 2022 Staff review of TPA proposed funding plan Implement Funding Strategy ber 2022 — Contract No Involvement EOct Track Funding Opportunities ber 2022 — Contract No Involvement EOct Establishment of Clear October 2022 — Contract Coordination between TPA and Accountabilities End Staff Grant Application October 2022 —Contract Staff to provide technical budget Development and Submittal End and project timeline information to TPA Post -Grant Submittal October 2022 — Contract No Involvement Advocacy End Post -Grant Administration and October 2022 — Contract Coordination between TPA and Compliance End Staff Optional participation by staff on Comprehensive Follow -Up on October 2022 — Contract any follow up conversations or All Unsuccessful Applications End meetings on unsuccessful applications Update Strategic Funding Plan November -January 2024 Staff review of plan updates State Budget Earmark November-January 2024 Staff participation in selection of Projects projects Federal Community Project November -January 2024 Staff participation in selection of Funding (Earmarks) projects Q Proposal for Grant Writing Services I Santa Ana Public Works Agency Page 20 1. CALIFORNIA WATER SERVICE (CALWATER) Contact Name: Justin Skarb Title: Director of Community Affairs and Government Relations Address: 2632 W 237th St, Torrance, CA 90505 Phone Number: (310) 961-1914 Email: jskarb@calwater.com Scope: TPA provides advocacy and funding services to the Service District. 2. YORBA LINDA WATER DISTRICT Contact Name: Doug Davert Title: Assistant General Manager Address: 1717 Miraloma Ave Placentia, CA 92870 Phone Number: (714) 701-3029 Email: ddavert@ylwd.com Scope: TPA provides legislative and funding advocacy services to the District. 3. BEAUMONT CHERRY VALLEY WATER DISTRICT Contact Name: Daniel Jaggers Title: General Manager Address: 560 Magnolia Avenue, Beaumont, California 92223 Phone Number: (951) 845-9581 Email: dan.jaggers@bcvwd.org Scope: TPA provides grant writing services to the District. 4. CITY OF PALMDALE Contact Name: Terrie Zayas Title: Management Analyst Address: 38300 Sierra Highway, Palmdale, CA 93550 Phone Number: (661) 267-5450 Email: tzayas@cityofpalmdale.org Scope: TPA provides grant writing services to the City. 5. CITY OF BUENA PARK Contact Name: Aaron France Title: City Manager Address: 6650 Beach Boulevard, Second Floor Buena Park, CA 90621 Phone Number: (714) 562-3550 Email: afrance@buenapark.com Scope: TPA provides legislative and grant writing services to the City. Q Proposal for Grant Writing Services I Santa Ana Public Works Agency Page 21 TPA advocates will utilize a strategic and comprehensive approach to initiate, develop, and carry out effective strategies to influence funding activities and opportunities to lobby on behalf of clients' priority projects. This approach includes, but is not limited to: • Conducting a detailed orientation • Crafting a Strategic Funding Plan • Identifying, Researching, and Monitoring Grant Funding Opportunities • Developing and Submitting Grant Applications by utilizing the following process: o Establishment of Clear Accountabilities: o Providing Overview of Full Application Requirements o Assembling Project Background and Details o Drafting Written Proposal o Incorporating Feedback to Finalize Proposal o Submitting Completed Application • Performing Funding Advocacy across various channels o State legislative and budget processes o State bond measures o Federal infrastructure funding and community project requests • Providing monthly progress reports • Being available for client conference calls, in -person briefings, and meetings To effectively lobby on behalf of the Agency's funding priorities, TPA will leverage the following relationships: STATE GOVERNMENT • Agency Legislative Delegation: o Senator Tom Umberg o Assembly Member Tom Daly • Governor's Administration and Agency Leadership: o Governor Gavin Newsom o Lieutenant Governor Eleni Kounalakis o State Treasurer Fiona Ma o State Controller Betty Yee o Attorney General Rob Bonta o Superintendent of Public Instruction Tony Thurmond o Secretary Wade Crowfoot, Natural Resources Agency o Secretary Toks Omishakin, California State Transportation Agency o Secretary Jared Blumenfeld, California Environmental Protection Agency o Secretary Lourdes Castro Ramirez, Business, Consumer Services, and Housing Agency o Director Karla Nemeth, California Department of Water Resources o Director Eileen Sobeck, State Water Resources Control Board • Sean Maguire, Board Member o Director Armando Quintero, Department of Parks and Recreation o Director Karla Nemeth, Department of Water Resources o Director Gustavo Velasquez, Department of Housing and Community Development o Air Quality Management District o Mobile Source Air Pollution Reduction Review Committee Q Proposal for Grant Writing Services I Santa Ana Public Works Agency Page 22 o California Coastal Conservancy o Joel Gerwin, South Coast Program Deputy Manager o Santa Ana River Conservancy o Greg Gauthier, Program Specialist, • State Legislative Leadership: o Senate President Pro Tempore Toni Atkins o Senate Republican Leader Scott Wilk o Assembly Speaker Anthony Rendon o Assembly Republican Leader James Gallagher FEDERAL GOVERNMENT • Agency Legislative Delegation: o Senator Dianne Feinstein o Senator Alex Padilla o Representatives Luis Correa and Michelle Steel • President's Administration and Federal Agencies: o White House Office of Intergovernmental Affairs o Department of Agriculture o Department of Commerce o Department of Education o Department of Homeland Security o Department of Housing and Urban Development o Department of the Interior — Bureau of Reclamation o Department of Justice o Department of Labor o Department of Transportation o Army Corps of Engineers o Bureau of Reclamation o Economic Development Administration o Environmental Protection Agency o Fish and Wildlife Service o National Marine Fisheries Service o National Park Service o US Department of Commerce -Economic Development Administration (Public Works and EAA programs) o US Department of Housing and Urban Development (CDBG) • Key Legislative Committees: o House Appropriations Committee o Energy and Commerce Committee o Transportation and Infrastructure Committee o House Ways and Means Committee A DETAILED LIST OF OUR STATE, FEDERAL, AND LOCAL RELATIONSHIPS CAN BE PROVIDED UPON REQUEST 0 Proposal for Grant Writing Services I Santa Ana Public Works Agency Page 23 UPCOMING GRANT FUNDING OPPORTUNITIES CHART In addition, TPA has preliminary identified the following funding programs that meet the scope of work. Those programs include, but are not limited to: & Application Info Eligible Projects ApplicationAdministrator Name DeadlineGrant Department of Max Award The grant program assists communities with severely July 28, 2022 Housing and Urban $500,000 distressed public housing or HUD -assisted housing in Development developing a successful neighborhood transformation plan. Neighborhood transformation plans are a 5+% Match blueprint for the redevelopment of distressed public Choice Required housing/HUD-assisted housing into mixed -income Neighborhood communities, supportive services for families that live Planning Grant there, and physical improvements to the surrounding neighborhood. US Bureau of Max Award The program provides funding to conserve and use July 28, 2022 Reclamation $1,500,000 water more efficiently, increase the use of renewable energy and improve energy efficiency, benefit endangered and threatened species, facilitate water WaterSMART 50% Match markets, or carry out other activities to address climate - Water Energy and Required related impacts on water or prevent any water -related Efficiency Grant crisis or conflict. Program California Natural $25k Min. Award The Youth Community Access Grant Program July 29, 2022 Resources Agency supports youth access to natural or cultural resources with a focus on low-income and disadvantaged $300k Max Award communities including, but not limited to, community Youth Community education and recreational amenities to support youth Access Grant substance use prevention and early intervention. Program No Match Required Q Proposal for Grant Writing Services I Santa Ana Public Works Agency Page 24 & Application Info Eligible Projects ApplicationAdministrator Name DeadlineGrant CalRecycle Max Award: The program provides opportunities to divert waste August 17, 2022 $375,000 tires from landfills, prevent illegal tire dumping, and promote markets for recycled -content tire products. Tire -Derived The Program provides assistance to civil engineers in Aggregate (TDA) 25% required solving a variety of engineering challenges using Tire - Grant Program match Derived Aggregate (TDA), which is produced from shredded tires, is lightweight, free -draining, and a less expensive alternative to conventional aggregates. US Environmental Max Award The program provides funding for projects that are Letter of Interest Protection Agency $20,000,000 for eligible for the State Revolving Fund, including Due September large communities decentralized wastewater treatment systems, water 6, 2022 (pop. >20,000) reuse projects, stormwater projects, construction of Water publicly owned treatment works, and watershed pilot Infrastructure projects. Finance and Innovation Act (WIFIA) Loan Program Department of $5 million Min. The program's funds can support planning, capital October 13, Transportation Award construction, and technical assistance to equitably and 2022 safely restore community connectivity through the removal, retrofit, mitigation, or replacement of eligible Reconnecting $10 million Max transportation infrastructure facilities that create Communities Pilot award barriers to mobility, access, or economic development Program 20% match required (Planning) 50% match required (capital) Q Proposal for Grant Writing Services I Santa Ana Public Works Agency Page 25 & Application Info Eligible Projects ApplicationAdministrator Grant Name Deadline Department of Total funding This new grant program will provide funding to provide NOFO expected Energy available: $1 billion federal financial assistance to demonstrate innovative Fall 2022 approaches to transmission, storage, and distribution infrastructure to harden and enhance resilience and Upgrading Our reliability; and to demonstrate new approaches to Electric Grid and enhance regional grid resilience. Ensuring Reliability and Resiliency California No Max Award The program provides funding for a wide variety of Ongoing Infrastructure Bank infrastructure and economic development projects, (IBank) including solid waste collection and disposal and water No Match Required treatment and distribution. State Revolving Loan Fund Looking Ahead: Upcoming Grant Opportunities California Natural Resources Agency Urban Greening Grant Program (UGG) No Maximum or Minimum grant Amounts Available funding approx. $50 million The Urban Greening Program will fund projects that Expected reduce greenhouse gases by sequestering carbon, Spring/Summer decreasing energy consumption and reducing vehicle 2023 miles traveled, while also transforming the built environment into places that are more sustainable, enjoyable, and effective in creating healthy and vibrant communities. Q Proposal for Grant Writing Services I Santa Ana Public Works Agency Page 26 & Application Info Eligible Projects ApplicationAdministrator Name DeadlineGrant South Coast Air To Be Determined The purpose of the CMP is to obtain emission Expected Quality reductions of Nitrogen Oxides (NOx), Particulate Spring/Summer Management Matter (PM10) and Reactive Organic Gases (ROG) 2023 District (AQMD) from heavy-duty vehicles and other equipment operating in California as early and as cost-effectively as possible. The CMP provides financial incentives to Carl Moyer assist in the purchase of cleaner -than -required engine Program and equipment technologies to achieve emission reductions that are real, surplus, quantifiable and enforceable. US Bureau of To Be Determined The program provides funding to identify and Expected Reclamation investigate opportunities to reclaim and reuse Spring/Summer wastewater and naturally impaired ground and surface 2023 water. WaterSMART Title XVI Water Reclamation and Projects are first authorized by Congress and then Reuse Program receive funding for planning, design and/or construction activities on a project -specific basis. Economic To Be Determined The Build to Scale Program builds regional economies Expected Development through scalable startups through the Venture Spring/Summer Agency Challenge and Capital Challenge. The program's 2023 (pending national competitions will deploy funding to further funding technology -based economic development initiatives availability) Build to Scale that accelerate high -quality job growth, create more Program economic opportunities, and support the next generation of industry leading companies. 0 Proposal for Grant Writing Services I Santa Ana Public Works Agency Page 27 DeadlineAdministrator & Application Info Eligible Projects Application Grant Name California Office of To Be Determined Under PDM: A generator that is a stand-alone project Expected Emergency can be considered for PDM funding if the generator Winter 2023 Services/FEMA protects a critical facility Pre -Disaster A generator that is a component of a larger project Mitigation (PDM) (e.g., elevation of a lift station) can also be funded Grant under regular HMGP funding Program/Hazard Mitigation Grant Program (HMGP) Q Proposal for Grant Writing Services I Santa Ana Public Works Agency Page 28 In accordance with the RFP, the proposed fee schedule has been submitted separately, utilizing the Proposed Fee Schedule included as Attachment 4 in the RFP. Q Proposal for Grant Writing Services I Santa Ana Public Works Agency Page 29 ATTACHMENT 3-1: NON -COLLUSION AFFIDAVIT APPENDIX ATTACHMENT 3-1: NON -COLLUSION AFFIDAVIT CERTIFICATIONS NON -COLLUSION AFFIDAVIT (Title 23 United States Code Section 112 and Public Contract Code Section 7106) To the CITY OF SANTA ANA DEPARTMENT OF PUBLIC WORKS In accordance with Title 23 United States Code Section 112 and Public Contract Code 7106 the BIDDER declares that the bid is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the bid is genuine and not collusive or sham; that the BIDDER has not directly or indirectly induced or solicited any other BIDDER to put in a false or sham bid, and has not directly or indirectly colluded, conspired, connived or agreed with any BIDDER or anyone else to put in a sham bid, or that anyone shall refrain from bidding; that the BIDDER has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the bid price of the BIDDER or any BIDDER, or to fix any overhead, profit, or cost element of the bid price, or of that of any other BIDDER, or to secure any advantage against the public body awarding the contract of anyone interested in the proposed contract; that all statements contained in the bid are We; and, further, that the BIDDER has not, directly or indirectly, submitted his or her bid price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, or paid, and will not pay, any fee to any corporation, partnership, company association, organization, bid depository, or to any member or agent thereof to effectuate a collusive or sham bid. Note: The above Non -collusion Affidavit is part of the Proposal. Signing this Proposal on the signature porn of shall also constitute signature of this Non -collusion Affidavit BIDDERS a calred that making a fa�e,ertifica ion may subject the certifier to criminal prosecutlo . — Signed State of C is County of Subscribed atnd sworn to, car affirmed) before me on this L_7 day of,-��)V 20�by AyJ�p(dG RcY (=xT>JEr+ rotors !roved to me an the basis of satisfactory evidence to be the person(s) who appeared before A}AMgA ROSE COW4U 10k, . D C tt12lM MOTMY NEEICi LWMIW M.EYM CMMTY Co,m A}m OECFYBEE 14. MI} Notary Public Signature Notary Public Seal City of Santa Ana RFP 22-064 Page 23 Q Proposal for Grant Writing Services I Santa Ana Public Works Agency Page 30 ATTACHMENT 3-2: NON -LOBBYING CERTIFICATION APPENDIX ATTACHMENT 3-2: NON -LOBBYING CERTIFICATION CERTIFICATIONS The prospective participant certifies, by signing and submitting this bid or proposal, to the best of his or her knowledge and belief, that: No federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of any federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any federal contract, the making of any federal grant, the making of any federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any federal contract, grant, loan, or cooperative agreement. 2. If any funds other than federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence any officer or employee of any federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this federal contract, grant loan, loan or cooperative agreement, the undersigned shall complete and submit a "Disclosure of Lobbying Activities". This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by Section 1352, Title 31, U. S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. The prospective participant also agrees by submitting his or her bid or proposal that he or she shall require that the language of this certification be included in all lower tier subcontracts, which exceed $100,000 and that all such sub recipients shall certify and disclose accordingly. Firm: Townsend Public Affairs, Inc. `,t Signed /Printed Name: Christopher Townsend / %,7f Title: President and Founder Date: July 25, 2022 City of Santa Ana RFP 22-064 Page 24 Q Proposal for Grant Writing Services I Santa Ana Public Works Agency Page 31 ATTACHMENT 3-3: NON-DISCRIMINATION CERTIFICATION The Consultant shall include the portion of the sentence immediately preceding paragraph (1) and the provisions of paragraphs (1) through (7) in every subcontract or purchase order unless exempted by rules, regulations, or orders of the Secretary of Labor issued pursuant to Section 204 of Executive Order 11246 of September 24, 1965, so that such provisions will be binding upon each subcontract or purchase order as the administering agency may direct as means of enforcing such provisions, including sanctions for noncompliance; provided, however, that in the event the Consultant becomes involved in, or is threatened with, litigation with a subconsultant or vendor as a result of such direction by the administering agency, the Consultant may request that the United States enter into such litigation to protect the interests of the United States. S. Pursuant to California Labor Code Section 1735, as added by Chapter 643 Stats. 1939, and as amended, No discrimination shall be made in the employment of persons upon public works because of race, religious creed, color, national origin, ancestry, physical handicaps, mental condition, marital status, or sex of such persons, except as provided in Section 1420, and any consultant of public works violating this Section is subject to all the penalties imposed for a violation of the Chapter. Rrm- Townsend Public Affairs, Inc. tL Sign/Pnnted Name: Christopher Townsend �`F`-- Title: President and Founder Date: July 25, 2022 City of Santa Ana RFP 22-064 Page 26 Q Proposal for Grant Writing Services I Santa Ana Public Works Agency Page 32 EXHIBIT C OPTION 1: ALL-INCLUSIVE MONTHLY RETAINER DESCRIPTIONOF Grant Writing Services $7,500 Per Month* • Conduct Detailed Orientation Included • Craft Strategic Funding Plan Included • Identify, Research, and Monitor Grant Funding Opportunities Included • Grant Application Development and Submittal Included • Establishment of Clear Accountabilities Included • Provide Overview of Full Applications Requirements Included • Assemble Project Background and Details Included • Coordinate Technical Project Details Included • Draft Written Proposal Included • Incorporate Feedback to Finalize Proposal Included • Submit Completed Application Included • Funding Advocacy Included • State Budget Funding Opportunities Included • Federal Earmark Opportunities Included • Post -Grant Submittal Advocacy Included • Post -Award Grant Administration and Compliance Included • Comprehensive Follow -Up on Unsuccessful Applications Included *The monthly fee includes all reasonable business and travel expenses TPA does NOT institute a limit on the number of funding opportunities that we will pursue on behalf of a client. For this reason, TPA recommends our monthly fee option as a more cost-effective option for the Agency than on a per -grant or hourly basis. OPTION II: ALL-INCLUSIVE HOURLY RATES NAME & TITLE Christopher Townsend, President FEE $300* Role: Senior Strategic Advisor: Cori Takkinen, Vice President $275* Role: Project Manager Alex Gibbs, Grants Manager $250* Role: Funding Advocate/Grant Writer Ben Goldeen, Federal Advocacy Manager $250* Role: Federal Funding Advocate Eric O'Donnell, Deputy Director $250* Role: State Funding Advocate Christine Rose, Senior Associate $225* Role: Grant Writer *The hourly fee includes all reasonable business and travel expenses APPENDIX ATTACHMENT 4: PROPOSER FEE SCHEDULE The proposer shall complete this form and include it along with the billing rates breakdown. Proposer's fee proposal shall be submitted concurrently with the technical proposal, but in a separately sealed envelope, Beady labeled as "Fee Proposal -'This shall include the firm's Standard Hourly Fee Schedule, and a Project Fee Schedule - COMPANY NAME (date) TITLE BILLING RATE Monthly Report on Grant Funding Availability $ 7,500 /month Job Classifications • Project Manager/Coordinator $ 275 /Hour • Grant Writer $ 225 /Hour • Administrative Assistant $ Na /Hour Additional Job Classifications • Strategic Senior Advisor $ 300 /Hour • Grants Manager $ 250 /Hour • Federal Advocacy Manager $ 250 /Hour • Deputy Director $ 250 /Hour • $ /Hour City of Santa Ana RFP 22-064 Page 27 Zavala, Talisa From: CTrax <certificate-request@ctraxjdidata.com> Sent: Monday, October 3, 2022 2:51 PM To: Lovegren, Leif, Zavala, Talisa Subject: Internal Notice of Compliance NOTICE OF COMPLIANCE CITY STAFF: PRINT THIS PAGE AND INCLUDE WITH AGREEMENT TO THE CLERK OF THE COUNCIL Contractor Townsend Public Affairs, Inc. Name: Project TBD(74) Number: Project AGREEMENT WITH TOWNSEND PUBLIC AFFAIRS TO PROVIDE ON Name: CALL GRANT WRITING SERVICES 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: TYPE OF INSURANCE AUTOMOBILE LIABILITY ACP3140426099 GENERAL LIABILITY PROFESSIONAL LIABILITY WORKERS COMPENSATION AND EMPLOYERS' LIABILITY Thank you, City of Santa Ana Risk Management Division in partnership with CTrax Plus Services Team 10/3/2022 5:50 PM POLICY NUMBER EXPIRATION DATE 08/31/2023 B6074573557 08/312023 W301 DF220201 TOWC328045 08/31/2023 08/312023 COI DATE I FELE NAME 07/11/2022 07/11/2022 07/11/2022 07/112022 City of Santa Ana.pdf City of Santa Ana.pdf City of Santa Ana.pdf City of Santa Ana.pdf I NOTICE OF COMPLIANCE CITY . "A ,AM I1111RI T I'III I IPi 1111AGE ,CND INCLUDE Ck I 111 1AGREEMENTTOT111IE CLERK CSC 111I➢C COUNCIL Contractor Townsend Public Affairs, Inc. Name: Project A-2022-185-01 Number: Project AGREEMENT WITH TOWNSEND PUBLIC AFFAIRS TO Name: PROVIDE ON CALL GRANT WRITING SERVICES 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: TYPE OF INSURANCE POLICY EXPIRATION COI DATE FILE NUMBER DATE NAME City of Santa AUTOMOBILE LIABILITY 972631650 02/29/2024 08/18/2023 Ana COI 8 18 23.pdf City of Santa GENERAL LIABILITY B6074573557 08/31/2024 08/18/2023 Ana COI 8 18 23.pdf PROFESSIONAL LIABILITY INCL City of Santa PERSONAL/ADV INJURY W301DF230301 08/31/2024 08/18/2023 Ana COI 8 18 23.pdf WORKERS COMPENSATION AND City of Santa EMPLOYERS' LIABILITY TOWC430112 08/31/2024 08/18/2023 Ana COI 8 18 23.pdf Thank you, City of Santa Ana Risk Management Division in partnership with CTrax Plus Services Team 10/23/2023 12:14 PM ACORO° CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) 06/28/2024 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). PRODUCER Bannister & Associates Insurance Agency CA License #OL78680 CONTACT NAME: Jonathan Severson PHONE FAX A/c No Ezt: 536-6086 A/C,No: (714) 536-4054 _(714) E-MAIL ADDRESS: ,-j0 a 305 17th Street Huntington Beach CA Angie INSUR (S) AFFORD G COV AGE AIC # INSURER A:CC tAtMpN7p4n Company 20443 INSURED Townsend Public Affairs, Inc. INSURER B:UiiLZd Financial Casualty Co 11770 ��� ``` INSURER C : Jak ' N 'may -r 1401 Dove Street, Suit 0 INSURERr:Leazley In.-_ance Company 37540 INSU2Er.E: wp Ne ort Beach CA 92660� e e v e O INA".ERF: (949) 399-9050 COVERAGES RH CERTIFICATE NUMBER: Cert ID 14363 (271) REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE ADDL I SUBR POLICY NUMBER POLICY EFF MM/DD/YYYY POLICY EXP MM/DDIYYYY LIMITS A X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 1 , 000 , 000 CLAIMS -MADE 1XI OCCUR Y Y B 6074573557 08/31/2024 08/31/2025 DA PREM SES Ea oNcur ence $ 300, 000 MED EXP (Any one person) $ 10 , 000 PERSONAL & ADV INJURY $ 1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 2,000,000 POLICY PRO � El JECT LOC PRODUCTS - COMP/OP AGG $ 2,000,000 $ OTHER: AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT Ea accident $ 1, 000 , 000 X BODILY INJURY (Per person) $ B ANY AUTO Y 972631650 08/29/2024 02/28/2025 OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY (Per accident) $ PROPERTY DAMAGE Per accident $ HIRED NON -OWNED AUTOS ONLY AUTOS ONLY A X UMBRELLALIAB X OCCUR B 6074573560 08/31/2024 08/31/2025 EACH OCCURRENCE $ 5,000,000 AGGREGATE $ 5,000,000 EXCESS LIAB CLAIMS -MADE DED X RETENTION$ 10,000 $ WORKERC AND AND EMPLOYERS' LIABILITY EMPLOYERS' YIN ANYPROPRIETOR/PARTNER/EXECUTIVE Y TOWC532707 08/31/2024 08/31/2025 X STATUTE EERPER H E.L. EACH ACCIDENT $ 1,000,000 OFFICER/MEMBER EXCLUDED? ❑ (Mandatory in NH) NIA E.L. DISEASE- EA EMPLOYEE $ 1,000,000 If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT $ 1,000,000 D Professional Liability W301DF240401 08/31/2024 08/31/2025 Limit (each claim): g 2,000,000 incl Personal/Adv injury Retention: $5,000 Limit (aggregate): $ 4,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) City of Santa Ana, its officers, agents, employees, and volunteers are named as additional insureds with respects general and auto liability policy limits. Primary and non-contributory wording applies with respects general and auto liability policy limits. Waiver of subrogation applies with respects general and worker's compensation policy limits. 30-day notice of cancellation for underwriting reasons and 10-day notice of cancellation for non-payment of premium will be sent in the event of company election. SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF. NOTICE WILL RIF DELIVERED IN ACCORDANCE WITH THE POLICY PRC City of Santa Ana Risk Management Division %skManaganentDMsbn 20 Civic Center Plaza, AUTHORIZED REPRESENTATIVE a�'� REVIEWED& APPROVED BY. 4th Floor 1 �Iw¢Aar'Zy{o Santa Ana CA 92701 ®' Risk Management Specialist © 1988-2015 ACORD ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD Page 1 of 1 CNA Policy #B 6074573557 SB146932G (Ed. 10-19) BLANKET ADDITIONAL INSURED AND LIABILITY EXTENSION ENDORSEMENT This endorsement modifies insurance provided under the following: BUSINESSOWNERS LIABILITY COVERAGE FORM BUSINESSOWNERS COMMON POLICY CONDITIONS TABLE OF CONTENTS I. Blanket Additional Insured Provisions A. Additional Insured — Blanket Vendors B. Miscellaneous Additional Insureds C. Additional Provisions Pertinent to Additional Insured Coverage 1.a. Primary — Noncontributory provision 1.b. Definition of "written contract" 2. Additional Insured — Extended Coverage II. Liability Extension Coverages A. Bodily Injury — Expanded Definition B. Broad Knowledge of Occurrence C. Estates, Legal Representatives and Spouses D. Fellow Employee First Aid E. Legal Liability — Damage to Premises F. Personal and Advertising Injury — Discrimination or Humiliation G. Personal and Advertising Injury — Broadened Eviction H. Waiver of Subrogation — Blanket I. BLANKET ADDITIONAL INSURED PROVISIONS A. ADDITIONAL INSURED —BLANKET VENDORS Who Is An Insured is amended to include as an additional insured any person or organization (referred to below as vendor) with whom you agreed under a "written contract" to provide insurance, but only with respect to "bodily injury" or "property damage" arising out of "your products" which are distributed or sold in the regular course of the vendor's business, subject to the following additional exclusions: 1. The insurance afforded the vendor does not apply to: a. "Bodily injury" or "property damage" for which the vendor is obligated to pay damages by reason of the assumption of liability in a contract or agreement. This exclusion does not apply to liability for damages that the vendor would have in the absence of the contract or agreement; b. Any express warranty unauthorized by you; c. Any physical or chemical change in the product made intentionally by the vendor; d. Repackaging, except when unpacked solely for the purpose of inspection, demonstration, testing, or the substitution of parts under instructions from the manufacturer, and then repackaged in the original container; e. Any failure to make such inspections, adjustments, tests or servicing as the vendor has agreed to make or normally undertakes to make in the usual course of business, in connection with the distribution or sale of the products; f. Demonstration, installation, servicing or repair operations, except such operations performed at the vendor's premises in connection with the sale of the product; g. Products which, after distribution or sale by you, have been labeled or relabeled or used as a container, part or ingredient of any other thing or substance by or for the vendor; or IN SB146932G (10-19) risk nit oivisim REVIEWED & APPROVED BY. ® Risk Management Specialist Copyright, CNA All Rights Reserved. SB146932G (Ed. 10-19) h. "Bodily injury" or "property damage" arising out of the sole negligence of the vendor for its own acts or omissions or those of its employees or anyone else acting on its behalf. However, this exclusion does not apply to: (1) The exceptions contained in Subparagraphs d. orf.; or (2) Such inspections, adjustments, tests or servicing as the vendor has agreed to make or normally undertakes to make in the usual course of business, in connection with the distribution or sale of the products. 2. This insurance does not apply to any insured person or organization, from whom you have acquired such products, or any ingredient, part or container, entering into, accompanying or containing such products. 3. This provision 2. does not apply to any vendor included as an insured by an endorsement issued by us and made a part of this Policy. 4. This provision 2. does not apply if "bodily injury" or "property damage" included within the "products - completed operations hazard" is excluded either by the provisions of the Policy or by endorsement. B. MISCELLANEOUS ADDITIONAL INSUREDS 1. Who Is An Insured is amended to include as an insured any person or organization (called additional insured) described in paragraphs 3.a. through 3.j. below whom you are required to add as an additional insured on this policy under a "written contract." 2. However, subject always to the terms and conditions of this policy, including the limits of insurance, we will not provide the additional insured with: a. A higher limit of insurance than required by such "written contract;" b. Coverage broader than required by such "written contract" and in no event greater than that described by the applicable paragraph a. through k. below; or c. Coverage for "bodily injury" or "property damage" included within the "products -completed operations hazard." But this paragraph c. does not apply to the extent coverage for such liability is provided by paragraph 3.j. below. Any coverage granted by this endorsement shall apply only to the extent permitted by law. 3. Only the following persons or organizations can qualify as additional insureds under this endorsement: a. Controlling Interest Any persons or organizations with a controlling interest in you but only with respect to their liability arising out of: (1) such person or organization's financial control of you; or (2) Premises such person or organization owns, maintains or controls while you lease or occupy these premises; provided that the coverage granted to such additional insureds does not apply to structural alterations, new construction or demolition operations performed by or for such additional insured. b. Co-owner of Insured Premises A co-owner of a premises co -owned by you and covered under this insurance but only with respect to the co -owners liability for "bodily injury," "property damage" or "personal and advertising injury" as co- owner of such premises. c. Grantor of Franchise Any person or organization that has granted a franchise to you, but only with respect to such person or organization's liability for "bodily injury," "property damage," or "personal and advertising injury" as grantor of a franchise to you. SB146932G (10-19) „ Risk nmtt oMsibrt REVIEWED & APPROVED BY. ®, Risk Management Specialist Copyright, CNA All Rights Reserved. SB146932G (Ed. 10-19) 0 m 0 0 0 0 d. Lessor of Equipment Any person or organization from whom you lease equipment, but only with respect to liability for "bodily injury," "property damage" or "personal and advertising injury" caused in whole or in part by your maintenance, operation or use of such equipment, provided that the "occurrence" giving rise to such "bodily injury" or "property damage" or the offense giving rise to such "personal and advertising injury" takes place prior to the termination of such lease. e. Lessor of Land Any person or organization from whom you lease land, but only with respect to liability for "bodily injury," "property damage" or "personal and advertising injury" arising out of the ownership, maintenance or use of that specific part of the land leased to you, provided that the "occurrence" giving rise to such "bodily injury" or "property damage" or the offense giving rise to such "personal and advertising injury," takes place prior to the termination of such lease. The insurance hereby afforded to the additional insured does not apply to structural alterations, new construction or demolition operations performed by, on behalf of or for such additional insured. f. Lessor of Premises An owner or lessor of premises leased to you, or such owner or lessor's real estate manager, but only with respect to liability for "bodily injury," "property damage" or "personal and advertising injury" arising out of the ownership, maintenance or use of such part of the premises leased to you, and provided that the "occurrence" giving rise to such "bodily injury" or "property damage" or the offense giving rise to such "personal and advertising injury," takes place prior to the termination of such lease. The insurance hereby afforded to the additional insured does not apply to structural alterations, new construction or demolition operations performed by, on behalf of or for such additional insured. g. Mortgagee, Assignee or Receiver A mortgagee, assignee or receiver of premises but only with respect to such mortgagee, assignee, or receiver's liability for "bodily injury," "property damage" or "personal and advertising injury" arising out of the ownership, maintenance, or use of a premises by you. This insurance does not apply to structural alterations, new construction or demolition operations performed by, on behalf of or for such additional insured. h. State or Political Subdivisions A state or government agency or subdivision or political subdivision that has issued a permit or authorization, but only with respect to such government agency or subdivision or political subdivision's liability for "bodily injury," "property damage" or "personal and advertising injury" arising out of: (1) The following hazards in connection with premises you own, rent, or control and to which this insurance applies: (a) The existence, maintenance, repair, construction, erection, or removal of advertising signs, awnings, canopies, cellar entrances, coal holes, driveways, manholes, marquees, hoistaway openings, sidewalk vaults, street banners, or decorations and similar exposures; or (b) The construction, erection, or removal of elevators; or (c) The ownership, maintenance or use of any elevators covered by this insurance; or (2) The permitted or authorized operations performed by you or on your behalf. But the coverage granted by this paragraph does not apply to: (a) "Bodily injury", "property damage" or "personal and advertising injury" arising out of operations performed for the state or government agency or subdivision or political subdivision; or (b) "Bodily injury" or "property damage" included within the "products -completed operations hazard." With respect to this provision's requirement that additional insured status "written contract," we will treat as a "written contract" any governmental pe the governmental entity as an additional insured. SB146932G (10-19) „ Risk Management DMsim REVIEWED & APPROVED BY. ®, Risk Management Specialist Copyright, CNA All Rights Reserved. SB146932G (Ed. 10-19) i. Trade Show Event Lessor With respect to your participation in a trade show event as an exhibitor, presenter or displayer, any person or organization whom you are required to include as an additional insured, but only with respect to such person or organization's liability for "bodily injury," "property damage," or "personal and advertising injury" caused by: a. Your acts or omissions; or b. Acts or omissions of those acting on your behalf; in the performance of your ongoing operations at the trade show premises during the trade show event. Other Person or Organization Any person or organization who is not an additional insured under paragraphs a. through i. above. Such additional insured is an insured solely for "bodily injury," "property damage" or "personal and advertising injury" for which such additional insured is liable because of your acts or omissions. The coverage granted by this paragraph does not apply to any person or organization: (1) For "bodily injury," "property damage," or "personal and advertising injury" arising out of the rendering or failure to render any professional services; (2) For "bodily injury" or "property damage" included in the "products -completed operations hazard." But this provision (2) does not apply to such "bodily injury" or "property damage" if: (a) It is entirely due to your negligence and specifically results from your work for the additional insured which is the subject to the "written contract"; and (b) The "written contract" requires you to make the person or organization an additional insured for such "bodily injury" or "property damage"; or (3) Who is afforded additional insured coverage under another endorsement attached to this policy. C. ADDITIONAL PROVISIONS PERTINENT TO ADDITIONAL INSURED COVERAGE 1. With respect only to additional insured coverage provided under paragraphs A. and B. above: a. The BUSINESSOWNERS COMMON POLICY CONDITIONS are amended to add the following to the Condition entitled Other Insurance: This insurance is excess of all other insurance available to an additional insured whether primary, excess, contingent or on any other basis. However, if a "written contract" requires that this insurance be either primary or primary and noncontributing, then this insurance will be primary and non-contributory relative solely to insurance on which the additional insured is a named insured. b. Under Liability and Medical Expense Definitions, the following definition is added: "Written contract" means a written contract or agreement that requires you to make a person or organization an additional insured on this policy, provided the contract or agreement: (1) Is currently in effect or becomes effective during the term of this policy; and (2) Was executed prior to: (a) The "bodily injury" or "property damage;" or (b) The offense that caused the "personal and advertising injury"; for which the additional insured seeks coverage. 2. With respect to any additional insured added by this endorsement or by any other endorsement attached to this Coverage Part, the section entitled Who Is An Insured is amended to make the following natural persons insureds. If the additional insured is: a. An individual, then his or her spouse is an insured; SB146932G (10-19) „ Risk nmtt oMsibrt REVIEWED & APPROVED BY. ® Risk Management Specialist Copyright, CNA All Rights Reserved. SB146932G (Ed. 10-19) b. A partnership or joint venture, then its partners, members and their spouses are insureds; c. A limited liability company, then its members and managers are insureds; d. An organization other than a partnership, joint venture or limited liability company, then its executive officers, directors and shareholders are insureds; or e. Any type of entity, then its employees are insureds; but only with respect to locations and operations covered by the additional insured endorsement's provisions, and only with respect to their respective roles within their organizations. Furthermore, employees of additional insureds are not insureds with respect to liability arising out of: (1) "Bodily injury" or "personal and advertising injury" to any fellow employee or to any natural person listed in paragraphs a. through d. above; (2) "Property damage" to property owned, occupied or used by their employer or by any fellow employee; or (3) Providing or failing to provide professional health care services. II. LIABILITY EXTENSION COVERAGES It is understood and agreed that this endorsement amends the Businessowners Liability Coverage Form. If any other endorsement attached to this policy amends any provision also amended by this endorsement, then that other endorsement controls with respect to such provision, and the changes made by this endorsement to such provision do not apply. A. Bodily injury — Expanded Definition Under Liability and Medical Expenses Definitions, the definition of "Bodily injury" is deleted and replaced by the following: "Bodily injury" means physical injury, sickness or disease sustained by a person, including death, humiliation, shock, mental anguish or mental injury by that person at any time which results as a consequence of the physical injury, sickness or disease. B. Broad Knowledge of Occurrence Under Businessowners Liability Conditions, the Condition entitled Duties In The Event of Occurrence, Offense, Claim or Suit is amended to add the following: Paragraphs a. and b. above apply to you or to any additional insured only when such "occurrence," offense, claim or "suit" is known to: 0 (1) You or any additional insured that is an individual; 0 (2) Any partner, if you or an additional insured is a partnership; 0 (3) Any manager, if you or an additional insured is a limited liability company; 0 (4) Any "executive officer" or insurance manager, if you or an additional insured is a corporation; (5) Any trustee, if you or an additional insured is a trust; or (6) Any elected or appointed official, if you or an additional insured is a political subdivision or public entity. This paragraph applies separately to you and any additional insured. C. Estates, Legal Representatives and Spouses The estates, heirs, legal representatives and spouses of any natural person insured shall also be insured under this policy; provided, however, coverage is afforded to such estates, heirs, legal representatives and spouses only for claims arising solely out of their capacity as such and, in the case of a spouse, where such claim seeks damages from marital common property, jointly held property, or property transferred from such natural person insured to such spouse. No coverage is provided for any act, error or omission of an estate, heir, legal representative or spouse outside the scope of such person's capacity as such, provided however that the spouse of a natural person Named Insured and the spouses of members or partners of Named Insureds are insureds with respect to such spouses' acts, errors or omissions a �.� � a %skMuagernentDMsim Insured's business. o=' REVIEWED&APPROVmBY. SB146932G (10-19) ®, Risk Management Specialist Copyright, CNA All Rights Reserved. SB146932G (Ed. 10-19) D. Fellow Employee First Aid Coverage In the section entitled Who Is An Insured, paragraph 2.a.1. is amended to add the following: The limitations described in subparagraphs 2.a.1.(a), (b) and (c) do not apply to your "employees" for "bodily injury" that results from providing cardiopulmonary resuscitation or other first aid services to a co -"employee" or "volunteer worker" that becomes necessary while your "employee" is performing duties in the conduct of your business. Your "employees" are hereby insureds for such services. But the insured status conferred by this provision does not apply to "employees" whose duties in your business are to provide professional health care services or health examinations. E. Legal Liability — Damage To Premises 1. Under B. Exclusions, 1. Applicable to Business Liability Coverage, Exclusion k. Damage To Property, is replaced by the following: k. Damage To Property "Property damage" to: 1. Property you own, rent or occupy, including any costs or expenses incurred by you, or any other person, organization or entity, for repair, replacement, enhancement, restoration or maintenance of such property for any reason, including prevention of injury to a person or damage to another's property; 2. Premises you sell, give away or abandon, if the "property damage" arises out of any part of those premises; 3. Property loaned to you; 4. Personal property in the care, custody or control of the insured; 5. That particular part of any real property on which you or any contractors or subcontractors working directly or indirectly in your behalf are performing operations, if the "property damage" arises out of those operations; or 6. That particular part of any property that must be restored, repaired or replaced because "your work" was incorrectly performed on it. Paragraph 2 of this exclusion does not apply if the premises are "your work" and were never occupied, rented or held for rental by you. Paragraphs 1, 3, and 4, of this exclusion do not apply to "property damage" (other than damage by fire or explosion) to premises: (1) rented to you: (2) temporarily occupied by you with the permission of the owner, or (3) to the contents of premises rented to you for a period of 7 or fewer consecutive days. A separate limit of insurance applies to Damage To Premises Rented To You as described in Section D — Liability and Medical Expenses Limits of Insurance. Paragraphs 3, 4, 5, and 6 of this exclusion do not apply to liability assumed under a sidetrack agreement. Paragraph 6 of this exclusion does not apply to "property damage" included in the "products - completed operations hazard." 2. Under B. Exclusions, 1. Applicable to Business Liability Coverage, the following paragraph is added, and replaces the similar paragraph, if any, beneath paragraph (14) of the exclusion entitled Personal and Advertising Injury: Exclusions c, d, e, f, g, h, i, k, I, m, n, and o, do not apply to damage by fire to premises while rented to you or temporarily occupied by you with permission of the owner or to the contents of premises rented to you for a period of 7 or fewer consecutive days. A separate limit of insurance applies to th Section D. Liability And Medical Expenses Limits Of Insurance. RUMmagernentDMsinrt SB146932G (10-19) �?- REVIEWED & APPROVED BY. ® Risk Management Specialist Copyright, CNA All Rights Reserved. SB146932G (Ed. 10-19) 0 0 3. The first Paragraph under item 5. Damage To Premises Rented To You Limit of the section entitled Liability And Medical Expenses Limits Of Insurance is replaced by the following: The most we will pay under Business Liability for damages because of "property damage" to any one premises, while rented to you or temporarily occupied by you with the permission of the owner, including contents of such premises rented to you for a period of 7 or fewer consecutive days, is the Damage to Premises Rented to You Limit. The Damage to Premises Rented to You Limit is the greater of: a. $1,000,000; or b. The Damage to Premises Rented to You Limit shown in the Declarations. F. Personal and Advertising Injury— Discrimination or Humiliation 1. Under Liability and Medical Expenses Definitions, the definition of "personal and advertising injury" is amended to add the following: h. Discrimination or humiliation that results in injury to the feelings or reputation of a natural person, but only if such discrimination or humiliation is: (1) Not done intentionally by or at the direction of: (a) The insured; or (b) Any "executive officer," director, stockholder, partner, member or manager (if you are a limited liability company) of the insured; and (2) Not directly or indirectly related to the employment, prospective employment, past employment or termination of employment of any person or person by any insured. 2. Under B. Exclusions, 1. Applicable to Business Liability Coverage, the exclusion entitled Personal and Advertising Injury is amended to add the following additional exclusions: (15) Discrimination Relating to Room, Dwelling or Premises Caused by discrimination directly or indirectly related to the sale, rental, lease or sub -lease or prospective sale, rental, lease or sub -lease of any room, dwelling or premises by or at the direction of any insured. (16) Employment Related Discrimination Discrimination or humiliation directly or indirectly related to the employment, prospective employment, past employment or termination of employment of any person by any insured. (17) Fines or Penalties Fines or penalties levied or imposed by a governmental entity because of discrimination. 3. This provision (Personal and Advertising Injury — Discrimination or Humiliation) does not apply if Personal and Advertising Injury Liability is excluded either by the provisions of the Policy or by endorsement. G. Personal and Advertising Injury - Broadened Eviction Under Liability and Medical Expenses Definitions, the definition of "Personal and advertising injury" is amended to delete Paragraph c. and replace it with the following: c. The wrongful eviction from, wrongful entry into, or invasion of the right of private occupancy of a room dwelling or premises that a person or organization occupies committed by or on behalf of its owner, landlord or lessor. H. Waiver of Subrogation — Blanket We waive any right of recovery we may have against: a. Any person or organization with whom you have a written contract that requires such a waiver. All other terms and conditions of the Policy remain unchanged. SB146932G (10-19) „ Risk Management DMsirnt REVIEWED & APPROVED BY. ®, Risk Management Specialist Copyright, CNA All Rights Reserved. CNA Policy #B 6074573557 ADDITIONAL INSURED - DESIGNATED PERSON OR ORGANIZATION This endorsement modifies insurance provided under the following: BUSINESSOWNERS LIABILITY COVERAGE FORM SCHEDULE Name Of Person Or Organization: SB300113D (Ed. 6-16) Information required to complete this Schedule, if not shown on this endorsement, will be shown in the Declarations. It is understood and agreed that the section entitled WHO IS AN INSURED is amended with the addition of the following: A. The person or organization shown in the Schedule is an insured, but only with respect to such person or organization's liability for "bodily injury," "property damage" or "personal and advertising injury" caused, in whole or in part, by your acts or omissions or the acts or omissions of those acting on your behalf: 1. in the performance of your ongoing operations; or 2. in connection with premises owned by or rented to you. B. However, if coverage for the additional insured is required by written contract or written agreement, subject always to the terms and conditions of this policy, including the limits of insurance, we will not provide such additional insured with: 1. coverage broader than required by such contract or agreement; or 2. a higher limit of insurance than required by such contract or agreement. C. The coverage granted by this endorsement does not apply to "bodily injury" or "property damage" included within the "products -completed operations hazard." Any coverage granted by this endorsement shall apply solely to the extent permissible by law. 0 m r v 0 All other terms and conditions of the Policy remain unchanged. 0 0 N O O SB300113D (Ed. 6-16) Page 1 of 1 Riak Mmaganent DMsian �?- REVIEWED & APPROVED BY. °I 111C I 119 1" A-s-g�e Acevedo ®, Risk Management Specialist Copyright, CNA All Rights Reserved. CNA Policy #B 6074573557 CNA80103XX (09-14) THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. PRIMARY AND NONCONTRIBUTORY - OTHER INSURANCE CONDITION This endorsement modifies insurance provided under the following: BUSINESSOWNERS COMMON POLICY CONDITIONS The following is added to Paragraph H. Other Insurance and supersedes any provision to the contrary: Primary And Noncontributory Insurance This insurance is primary to and will not seek contribution from any other insurance available to an additional insured under your policy provided that: 1. The additional insured is a Named Insured under such other insurance; and 2. You have agreed in writing in a contract or agreement that this insurance would be primary and would not seek contribution from any other insurance available to the additional insured. All other terms and conditions of the Policy remain unchanged. CNA80103XX (09-14) Page 1 of 1 H oR H�F Risk Management DMsirnt REVIEWED & APPROVED BY. ® Risk Management Specialist Copyright, CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its permission WORKERS COMPENSATION AND EMPLOYERS LIABILITY INSURANCE POLICY WC990410C (Ed. 01-19) WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT-CALIFORNIA BLANKET BASIS We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) The additional premium for this endorsement shall be calculated by applying a factor of 2% to the total manual premium, with a minimum initial charge of $350, then applying all other pricing factors for the policy to this calculated charge to derive the final cost of this endorsement. This agreement shall not operate directly or indirectly to benefit anyone not named in the Schedule. Schedule Blanket Waiver Person/Organization Blanket Waiver — Any person or organization for whom the Named Insured has agreed by written contract to furnish this waiver. Job Description Waiver Premium (priortoadjustments) All CA Operations 415.00 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: 08/31/2024 Insured: PolicyNO.: TOWC532707 Endorsement No.: Insurance Company: Oak River Insurance Company Premium $ Rime Management DMsbn �?- REVIEWED & APPROVED BY: Countersigned b ®` g y _ --- �.� Risk Management Specialist WC990410C (Ed. 01-19) Policy #972631650 Form 2366 (02/11) BLANKET ADDITIONAL INSURED ENDORSEMENT This endorsement modifies insurance provided by the Commercial Auto Policy, Motor Truck Cargo Legal Liability Coverage Endorsement, and/or Commercial General Li- ability Coverage Endorsement, as appears on the declarations page. All terms and conditions of the policy apply unless modified by this endorsement. If you pay the fee for this Blanket Additional Insured Endorsement, we agree with you that any person or organization with whom you have executed a written agreement prior to any loss is added as an additional insured with respect to such liability cover- age as is afforded by the policy, but this insurance applies to such additional insured only as a person or organization liable for your operations and then only to the extent of that liability. This endorsement does not apply to acts, omissions, products, work, or operations of the additional insured. Regardless of the provisions of paragraph a. and b. of the "Other Insurance" clause of this policy, if the person or organization with whom you have executed a written agree- ment has other insurance under which it is the first named insured and that insurance also applies, then this insurance is primary to and non-contributory with that other insurance when the written contract or agreement between you and that person or organization, signed and executed by you before the bodily injury or property dam- age occurs and in effect during the policy period, requires this insurance to be primary and non-contributory. In no way does this endorsement waive the "Other Insurance" clause of the policy, nor make this policy primary to third parties hired by the insured to perform work for the insured or on the insured's behalf. ALL OTHER TERMS, LIMITS, AND PROVISIONS OF THE POLICY REMAIN UNCHANGED. Form 2367 (06/10) BLANKET WAIVER OF SUBROGATION ENDORSEMENT This endorsement modifies insurance provided by the Commercial Auto Policy, Motor Truck Cargo Legal Liability Coverage Endorsement, and/or Commercial General Li- ability Coverage Endorsement, as appears on the declarations page. All terms and conditions of the policy apply unless modified by this endorsement. 34 If you pay the fee for this Blanket Waiver of Subrogation Endorsement, we agree to waive any and all subrogation claims against any person or organization with whom a written waiver agreement has been executed by the named insured, as required by written contract, prior to the occurrence of any loss. ALL OTHER TERMS, LIMITS, AND PROVISIONS OF THE POLICY REMAIN UNCHANGED. Form 2368 (06/10) LOAN/LEASE GAP COVERAGE ENDORSEMENT This endorsement modifies insurance provided by the Commercial Auto Policy. All terms and conditions of the policy apply unless modified by this endorsement. INSURING AGREEMENT—LOAN/LEASE PAYOFF COVERAGE If you pay the premium for this coverage, and the insured auto for which this cover- age was purchased is deemed by us to be a total loss, we will pay, in addition to any amounts otherwise payable under Part II of your policy, the difference between: 1. the actual cash value of the insured auto at the time of the total loss; and 2. any greater amount the owner of the insured auto is legally obligated to pay under a written loan or lease agreement to which the insured auto is subject at the time of the total loss, reduced by: a. unpaid finance charges or refunds due to the owner for such charges; b. excess mileage charges or charges for wear and tear; c. charges for extended warranties or refunds due to the owner for extended warranties; d. charges for credit insurance or refunds due to the owner for credit insurance; e. past due payments and charges for past due payments; and f. collection or repossession expenses. However, our payment under this coverage shall not exceed the limit of liability shown on the declarations page. The limit of liability is a percentage of the actual cash value of the insured auto at the time of the loss. This coverage applies only if you have purchased both Comprehensive Coverage and Collision Coverage for that insured auto and the loss is covered under one of those coverages. ALL OTHER TERMS, LIMITS, AND PROVISIONS OF THE POLICY REMAIN UNCHANGED. 35 TOWNPUB-01 SKURUBA ,d►coRO CERTIFICATE OF LIABILITY INSURANCE DATE(MM/DD/YYYY) 9/24/2025 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 # 0757776 CONTACT Sara Scheuneman NAME: PHONE FAX (A/C, No, Ext): (951) 779-8534 No):(951) 231-2572 HUB International Insurance Services Inc. PO Box 5345 Riverside, CA 92517 E-MAIL-ADDRESS: Cal-CPU@Hubinternational.com INSURERS AFFORDING COVERAGE NAIC # INSURERA:Continental Casualty Company 20443 INSURED INSURER B: United Financial Casualty Company 11770 INSURERC:Oak River Insurance Company 34630 Townsend Public Affairs, Inc. INSURER D: Lloyd's Syndicate #2623/623 1401 Dove St, Ste 430 Newport Beach, CA 92660-2420 INSURER E INSURER F : COVERAGES CERTIFICATE NUMRFR- REVISION NUMRFR- THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE ADDL INSD SUBR WVD POLICY NUMBER POLICY EFF MM/DD/YYYY POLICY EXP MM/DD/YYYY LIMITS A X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 1,000,000 rl CLAIMS -MADE X OCCUR X X 8034762328 8/31/2025 8/31/2026 DAMAGE TO RENTED PREMISES Ea occurrence $ 1,000,000 MED EXP (Any oneperson) $ 10,000 PERSONAL & ADV INJURY $ 1,000,000 GENT AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 2,000,000 X POLICY PRO LOC PRODUCTS-COMP/OPAGG $ 2,000,000 $ OTHER: B AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT Ea accident $ 1,000 000 BODILY INJURY Perperson) $ ANY AUTO X 862859129 8/28/2025 2/28/2026 OWNED SCHEDULED AUTOS ONLY X AUTOS BODILY INJURY Per accident $ PROPERTY DAMAGE ccident Per accident) $ HIRED NON -OWNED AUTOS ONLY AUTOS ONLY A X UMBRELLA LIAB X OCCUR EACH OCCURRENCE $ 5,000,000 EXCESS LIAB CLAIMS -MADE 8034762331 8/31/2025 8/31/2026 AGGREGATE $ 5,000,000 DED X RETENTION $ 10,000 $ C WORKERS COMPENSATION AND EMPLOYERS' LIABILITY ANY PROPRIETOR/ R/EXECUTIVE OFFICER/MEMBER EXCLUDED? EXCLU (Mandatory in NH) N / A X TOWC635486 8/31/2025 8/31/2026 X PER OTH- STATUTE ER E.L. EACH ACCIDENT $ 1,000,000 E.L. DISEASE - EA EMPLOYEE $ 1,000,000 If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT $ 1,000,000 D Professional Liab. W301DF240401 8/31/2024 9/30/2025 Ret: $5k; EA. Claim 2,000,000 D Professional Liab. W301DF240401 8/31/2024 9/30/2025 Aggregate 4,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Revised 09/24/2025: This certificate rescinds and supersedes any and all prior certificates issued on behalf of the Named Insured. City of Santa Ana, its City Council, officers, officials, employees, agents, and volunteers are Additional Insured with regard to the General Liability policy, when required by written contract, per the attached endorsement form SB146932G 10/19, Waiver of Subrogation included. Waiver of Subrogation applies to the Auto Liability policy, when required by written contract, per the attached endorsement form 2367 06/10. Waiver of Subrogation applies to the Workers Compensation policy, when required by written contract, per the attached endorsement form WC990410C 01/19. CERTIFICATE HOLDER APPROVED CANCELLATION By Tu Tran Nguyen at 9:28 am, Sep 29, 2025 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE City of Santa Ana TU Tran Digitally signed by THE EXPIRATION DATE THEREOF, NOTICE WILL BE Y TuTranNguyen ACCORDANCE WITH THE POLICY PROVISIONS. Attention: PWA - Water Resources Date: 2025.09.29 220 S Daisy Ave N g u ye n 09:29:07-07'00' DELIVERED IN Santa Ana, CA 92703 AUTHORIZED REPRESENTATIVE ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD POLICY NUMBER: 8034762328 S Ed 6 0 2G CNA POLICY TERM: 8/31/2025 - 8/31/2026 BLANKET ADDITIONAL INSURED AND LIABILITY EXTENSION ENDORSEMENT This endorsement modifies insurance provided under the following: BUSINESSOWNERS LIABILITY COVERAGE FORM BUSINESSOWNERS COMMON POLICY CONDITIONS TABLE OF CONTENTS I. Blanket Additional Insured Provisions A. Additional Insured — Blanket Vendors B. Miscellaneous Additional Insureds C. Additional Provisions Pertinent to Additional Insured Coverage 1.a. Primary — Noncontributory provision 1.b. Definition of "written contract" 2. Additional Insured — Extended Coverage II. Liability Extension Coverages A. Bodily In'u — Expanded Definition B. Broad Knowledge of Occurrence C. Estates, Legal Representatives and Spouses D. Fellow Employee First Aid E. Legal Liability — Damage to Premises F. Personal and Advertising In'u — Discrimination or Humiliation G. Personal and Advertising In'u — Broadened Eviction H. Waiver of Subrogation — Blanket I. BLANKET ADDITIONAL INSURED PROVISIONS A. ADDITIONAL INSURED — BLANKET VENDORS Who Is An Insured is amended to include as an additional insured any person or organization (referred to below as vendor) with whom you agreed under a "written contract" to provide insurance, but only with respect to "bodily injury" or "property damage" arising out of "your products" which are distributed or sold in the regular course of the vendor's business, subject to the following additional exclusions: 1. The insurance afforded the vendor does not apply to: a. "Bodily injury" or "property damage" for which the vendor is obligated to pay damages by reason of the assumption of liability in a contract or agreement. This exclusion does not apply to liability for damages that the vendor would have in the absence of the contract or agreement; b. Any express warranty unauthorized by you; c. Any physical or chemical change in the product made intentionally by the vendor; d. Repackaging, except when unpacked solely for the purpose of inspection, demonstration, testing, or the substitution of parts under instructions from the manufacturer, and then repackaged in the original container; e. Any failure to make such inspections, adjustments, tests or servicing as the vendor has agreed to make or normally undertakes to make in the usual course of business, in connection with the distribution or sale of the products; f. Demonstration, installation, servicing or repair operations, except such operations performed at the vendor's premises in connection with the sale of the product; g. Products which, after distribution or sale by you, have been labeled or relabeled or used as a container, part or ingredient of any other thing or substance by or for the vendor; or SB146932G (10-19) Page 1 of 7 Copyright, CNA All Rights Reserved. SB146932G (Ed. 10-19) h. "Bodily injury" or "property damage" arising out of the sole negligence of the vendor for its own acts or omissions or those of its employees or anyone else acting on its behalf. However, this exclusion does not apply to: (1) The exceptions contained in Subparagraphs d. or f.; or (2) Such inspections, adjustments, tests or servicing as the vendor has agreed to make or normally undertakes to make in the usual course of business, in connection with the distribution or sale of the products. 2. This insurance does not apply to any insured person or organization, from whom you have acquired such products, or any ingredient, part or container, entering into, accompanying or containing such products. 3. This provision 2. does not apply to any vendor included as an insured by an endorsement issued by us and made a part of this Policy. 4. This provision 2. does not apply if "bodily injury" or "property damage" included within the "products - completed operations hazard" is excluded either by the provisions of the Policy or by endorsement. B. MISCELLANEOUS ADDITIONAL INSUREDS 1. Who Is An Insured is amended to include as an insured any person or organization (called additional insured) described in paragraphs 3.a. through 3.j. below whom you are required to add as an additional insured on this policy under a "written contract." 2. However, subject always to the terms and conditions of this policy, including the limits of insurance, we will not provide the additional insured with: a. A higher limit of insurance than required by such "written contract;" b. Coverage broader than required by such "written contract" and in no event greater than that described by the applicable paragraph a. through k. below; or c. Coverage for "bodily injury" or "property damage" included within the "products -completed operations hazard." But this paragraph c. does not apply to the extent coverage for such liability is provided by paragraph 3.j. below. Any coverage granted by this endorsement shall apply only to the extent permitted by law. 3. Only the following persons or organizations can qualify as additional insureds under this endorsement: a. Controlling Interest 0 N Any persons or organizations with a controlling interest in you but only with respect to their liability arising out of: N r (1) such person or organization's financial control of you; or 0 (2) Premises such person or organization owns, maintains or controls while you lease or occupy these premises; provided that the coverage granted to such additional insureds does not apply to structural alterations, new construction or demolition operations performed by or for such additional insured. b. Co-owner of Insured Premises A co-owner of a premises co -owned by you and covered under this insurance but only with respect to the co -owners liability for "bodily injury," "property damage" or "personal and advertising injury" as co- owner of such premises. c. Grantor of Franchise Any person or organization that has granted a franchise to you, but only with respect to such person or organization's liability for "bodily injury," "property damage," or "personal and advertising injury" as grantor of a franchise to you. SB146932G (10-19) Page 2 of 7 Copyright, CNA All Rights Reserved. SB146932G (Ed. 10-19) d. Lessor of Equipment Any person or organization from whom you lease equipment, but only with respect to liability for "bodily injury," "property damage" or "personal and advertising injury" caused in whole or in part by your maintenance, operation or use of such equipment, provided that the "occurrence" giving rise to such "bodily injury" or "property damage" or the offense giving rise to such "personal and advertising injury" takes place prior to the termination of such lease. e. Lessor of Land Any person or organization from whom you lease land, but only with respect to liability for "bodily injury," "property damage" or "personal and advertising injury" arising out of the ownership, maintenance or use of that specific part of the land leased to you, provided that the "occurrence" giving rise to such "bodily injury" or "property damage" or the offense giving rise to such "personal and advertising injury," takes place prior to the termination of such lease. The insurance hereby afforded to the additional insured does not apply to structural alterations, new construction or demolition operations performed by, on behalf of or for such additional insured. f. Lessor of Premises An owner or lessor of premises leased to you, or such owner or lessor's real estate manager, but only with respect to liability for "bodily injury," "property damage" or "personal and advertising injury" arising out of the ownership, maintenance or use of such part of the premises leased to you, and provided that the "occurrence" giving rise to such "bodily injury" or "property damage" or the offense giving rise to such "personal and advertising injury," takes place prior to the termination of such lease. The insurance hereby afforded to the additional insured does not apply to structural alterations, new construction or demolition operations performed by, on behalf of or for such additional insured. g. Mortgagee, Assignee or Receiver A mortgagee, assignee or receiver of premises but only with respect to such mortgagee, assignee, or receiver's liability for "bodily injury," "property damage" or "personal and advertising injury" arising out of the ownership, maintenance, or use of a premises by you. This insurance does not apply to structural alterations, new construction or demolition operations performed by, on behalf of or for such additional insured. h. State or Political Subdivisions A state or government agency or subdivision or political subdivision that has issued a permit or authorization, but only with respect to such government agency or subdivision or political subdivision's liability for "bodily injury," "property damage" or "personal and advertising injury" arising out of: (1) The following hazards in connection with premises you own, rent, or control and to which this insurance applies: (a) The existence, maintenance, repair, construction, erection, or removal of advertising signs, awnings, canopies, cellar entrances, coal holes, driveways, manholes, marquees, hoistaway openings, sidewalk vaults, street banners, or decorations and similar exposures; or (b) The construction, erection, or removal of elevators; or (c) The ownership, maintenance or use of any elevators covered by this insurance; or (2) The permitted or authorized operations performed by you or on your behalf. But the coverage granted by this paragraph does not apply to: (a) "Bodily injury", "property damage" or "personal and advertising injury" arising out of operations performed for the state or government agency or subdivision or political subdivision; or (b) "Bodily injury" or "property damage" included within the "products -completed operations hazard." With respect to this provision's requirement that additional insured status must be requested under a "written contract," we will treat as a "written contract" any governmental permit that requires you to add the governmental entity as an additional insured. SB146932G (10-19) Page 3 of 7 Copyright, CNA All Rights Reserved. SB146932G (Ed. 10-19) i. Trade Show Event Lessor With respect to your participation in a trade show event as an exhibitor, presenter or displayer, any person or organization whom you are required to include as an additional insured, but only with respect to such person or organization's liability for "bodily injury," "property damage," or "personal and advertising injury" caused by: a. Your acts or omissions; or b. Acts or omissions of those acting on your behalf; in the performance of your ongoing operations at the trade show premises during the trade show event. j. Other Person or Organization Any person or organization who is not an additional insured under paragraphs a. through i. above. Such additional insured is an insured solely for "bodily injury," "property damage" or "personal and advertising injury" for which such additional insured is liable because of your acts or omissions. The coverage granted by this paragraph does not apply to any person or organization: (1) For "bodily injury," "property damage," or "personal and advertising injury" arising out of the rendering or failure to render any professional services; (2) For "bodily injury" or "property damage" included in the "products -completed operations hazard." But this provision (2) does not apply to such "bodily injury" or "property damage" if: (a) It is entirely due to your negligence and specifically results from your work for the additional insured which is the subject to the "written contract"; and (b) The "written contract" requires you to make the person or organization an additional insured for such "bodily injury" or "property damage"; or (3) Who is afforded additional insured coverage under another endorsement attached to this policy. C. ADDITIONAL PROVISIONS PERTINENT TO ADDITIONAL INSURED COVERAGE 1. With respect only to additional insured coverage provided under paragraphs A. and B. above: a. The BUSINESSOWNERS COMMON POLICY CONDITIONS are amended to add the following to the Condition entitled Other Insurance: This insurance is excess of all other insurance available to an additional insured whether primary, excess, contingent or on any other basis. However, if a "written contract" requires that this insurance be N either primary or primary and noncontributing, then this insurance will be primary and non-contributory relative solely to insurance on which the additional insured is a named insured. b. Under Liability and Medical Expense Definitions, the following definition is added: N O N "Written contract" means a written contract or agreement that requires you to make a person or 0 organization an additional insured on this policy, provided the contract or agreement: (1) Is currently in effect or becomes effective during the term of this policy; and (2) Was executed prior to: (a) The "bodily injury" or "property damage;" or (b) The offense that caused the "personal and advertising injury"; for which the additional insured seeks coverage. 2. With respect to any additional insured added by this endorsement or by any other endorsement attached to this Coverage Part, the section entitled Who Is An Insured is amended to make the following natural persons insureds. If the additional insured is: a. An individual, then his or her spouse is an insured; SB146932G (10-19) Page 4 of 7 Copyright, CNA All Rights Reserved. SB146932G (Ed. 10-19) b. A partnership or joint venture, then its partners, members and their spouses are insureds; c. A limited liability company, then its members and managers are insureds; d. An organization other than a partnership, joint venture or limited liability company, then its executive officers, directors and shareholders are insureds; or e. Any type of entity, then its employees are insureds; but only with respect to locations and operations covered by the additional insured endorsement's provisions, and only with respect to their respective roles within their organizations. Furthermore, employees of additional insureds are not insureds with respect to liability arising out of: (1) "Bodily injury" or "personal and advertising injury" to any fellow employee or to any natural person listed in paragraphs a. through d. above; (2) "Property damage" to property owned, occupied or used by their employer or by any fellow employee; or (3) Providing or failing to provide professional health care services. II. LIABILITY EXTENSION COVERAGES It is understood and agreed that this endorsement amends the Businessowners Liability Coverage Form. If any other endorsement attached to this policy amends any provision also amended by this endorsement, then that other endorsement controls with respect to such provision, and the changes made by this endorsement to such provision do not apply. A. Bodily injury— Expanded Definition Under Liability and Medical Expenses Definitions, the definition of "Bodily injury" is deleted and replaced by the following: "Bodily injury" means physical injury, sickness or disease sustained by a person, including death, humiliation, shock, mental anguish or mental injury by that person at any time which results as a consequence of the physical injury, sickness or disease. B. Broad Knowledge of Occurrence Under Businessowners Liability Conditions, the Condition entitled Duties In The Event of Occurrence, Offense, Claim or Suit is amended to add the following: Paragraphs a. and b. above apply to you or to any additional insured only when such "occurrence," offense, claim or "suit" is known to: (1) You or any additional insured that is an individual; (2) Any partner, if you or an additional insured is a partnership; (3) Any manager, if you or an additional insured is a limited liability company; (4) Any "executive officer" or insurance manager, if you or an additional insured is a corporation; (5) Any trustee, if you or an additional insured is a trust; or (6) Any elected or appointed official, if you or an additional insured is a political subdivision or public entity. This paragraph applies separately to you and any additional insured. C. Estates, Legal Representatives and Spouses The estates, heirs, legal representatives and spouses of any natural person insured shall also be insured under this policy; provided, however, coverage is afforded to such estates, heirs, legal representatives and spouses only for claims arising solely out of their capacity as such and, in the case of a spouse, where such claim seeks damages from marital common property, jointly held property, or property transferred from such natural person insured to such spouse. No coverage is provided for any act, error or omission of an estate, heir, legal representative or spouse outside the scope of such person's capacity as such, provided however that the spouse of a natural person Named Insured and the spouses of members or partners of joint venture or partnership Named Insureds are insureds with respect to such spouses' acts, errors or omissions in the conduct of the Named Insured's business. SB146932G (10-19) Page 5 of 7 Copyright, CNA All Rights Reserved. SB146932G (Ed. 10-19) D. Fellow Employee First Aid Coverage In the section entitled Who Is An Insured, paragraph 2.a.1. is amended to add the following: The limitations described in subparagraphs 2.a.1.(a), (b) and (c) do not apply to your "employees" for "bodily injury" that results from providing cardiopulmonary resuscitation or other first aid services to a co -"employee" or "volunteer worker" that becomes necessary while your "employee" is performing duties in the conduct of your business. Your "employees" are hereby insureds for such services. But the insured status conferred by this provision does not apply to "employees" whose duties in your business are to provide professional health care services or health examinations. E. Legal Liability — Damage To Premises 1. Under B. Exclusions, 1. Applicable to Business Liability Coverage, Exclusion k. Damage To Property, is replaced by the following: k. Damage To Property "Property damage" to: 1. Property you own, rent or occupy, including any costs or expenses incurred by you, or any other person, organization or entity, for repair, replacement, enhancement, restoration or maintenance of such property for any reason, including prevention of injury to a person or damage to another's property; 2. Premises you sell, give away or abandon, if the "property damage" arises out of any part of those premises; 3. Property loaned to you; 4. Personal property in the care, custody or control of the insured; 5. That particular part of any real property on which you or any contractors or subcontractors working directly or indirectly in your behalf are performing operations, if the "property damage" arises out of those operations; or 6. That particular part of any property that must be restored, repaired or replaced because "your work" was incorrectly performed on it. Paragraph 2 of this exclusion does not apply if the premises are "your work" and were never occupied, rented or held for rental by you. Paragraphs 1, 3, and 4, of this exclusion do not apply to "property damage" (other than damage by fire N or explosion) to premises: N (1) rented to you: 0 N (2) temporarily occupied by you with the permission of the owner, or 0 0 0 (3) to the contents of premises rented to you for a period of 7 or fewer consecutive days. A separate limit of insurance applies to Damage To Premises Rented To You as described in Section D — Liability and Medical Expenses Limits of Insurance. Paragraphs 3, 4, 5, and 6 of this exclusion do not apply to liability assumed under a sidetrack agreement. Paragraph 6 of this exclusion does not apply to "property damage" included in the "products - completed operations hazard." 2. Under B. Exclusions, 1. Applicable to Business Liability Coverage, the following paragraph is added, and replaces the similar paragraph, if any, beneath paragraph (14) of the exclusion entitled Personal and Advertising Injury: Exclusions c, d, e, f, g, h, i, k, I, m, n, and o, do not apply to damage by fire to premises while rented to you or temporarily occupied by you with permission of the owner or to the contents of premises rented to you for a period of 7 or fewer consecutive days. A separate limit of insurance applies to this coverage as described in Section D. Liability And Medical Expenses Limits Of Insurance. SB146932G (10-19) Page 6 of 7 Copyright, CNA All Rights Reserved. SB146932G (Ed. 10-19) 3. The first Paragraph under item 5. Damage To Premises Rented To You Limit of the section entitled Liability And Medical Expenses Limits Of Insurance is replaced by the following: The most we will pay under Business Liability for damages because of "property damage" to any one premises, while rented to you or temporarily occupied by you with the permission of the owner, including contents of such premises rented to you for a period of 7 or fewer consecutive days, is the Damage to Premises Rented to You Limit. The Damage to Premises Rented to You Limit is the greater of: a. $1,000,000; or b. The Damage to Premises Rented to You Limit shown in the Declarations. F. Personal and Advertising Injury — Discrimination or Humiliation 1. Under Liability and Medical Expenses Definitions, the definition of "personal and advertising injury" is amended to add the following: h. Discrimination or humiliation that results in injury to the feelings or reputation of a natural person, but only if such discrimination or humiliation is: (1) Not done intentionally by or at the direction of: (a) The insured; or (b) Any "executive officer," director, stockholder, partner, member or manager (if you are a limited liability company) of the insured; and (2) Not directly or indirectly related to the employment, prospective employment, past employment or termination of employment of any person or person by any insured. 2. Under B. Exclusions, 1. Applicable to Business Liability Coverage, the exclusion entitled Personal and Advertising Injury is amended to add the following additional exclusions: (15)Discrimination Relating to Room, Dwelling or Premises Caused by discrimination directly or indirectly related to the sale, rental, lease or sub -lease or prospective sale, rental, lease or sub -lease of any room, dwelling or premises by or at the direction of any insured. (16)Employment Related Discrimination Discrimination or humiliation directly or indirectly related to the employment, prospective employment, past employment or termination of employment of any person by any insured. (17) Fines or Penalties Fines or penalties levied or imposed by a governmental entity because of discrimination. 3. This provision (Personal and Advertising Injury — Discrimination or Humiliation) does not apply if Personal and Advertising Injury Liability is excluded either by the provisions of the Policy or by endorsement. G. Personal and Advertising Injury - Broadened Eviction Under Liability and Medical Expenses Definitions, the definition of "Personal and advertising injury" is amended to delete Paragraph c. and replace it with the following: c. The wrongful eviction from, wrongful entry into, or invasion of the right of private occupancy of a room dwelling or premises that a person or organization occupies committed by or on behalf of its owner, landlord or lessor. H. Waiver of Subrogation — Blanket We waive any right of recovery we may have against: a. Any person or organization with whom you have a written contract that requires such a waiver. All other terms and conditions of the Policy remain unchanged. SB146932G (10-19) Page 7 of 7 Copyright, CNA All Rights Reserved. Policy Number: 862859129 Policy Term: 8/28/2025 - 2/28/2026 Form 2367 (06/10) M_CL Blanket Waiver of Subrogation Endorsement This endorsement modifies insurance provided by the Commercial Auto Policy, Motor Truck Cargo Legal Liability Coverage Endorsement, and/or Commercial General Liability Coverage Endorsement, as appears on the declarations page. All terms and conditions of the policy apply unless modified by this endorsement. If you pay the fee for this Blanket Waiver of Subrogation Endorsement, we agree to waive any and all subrogation claims against any person or organization with whom a written waiver agreement has been executed by the named insured, as required by written contract, prior to the occurrence of any loss. ALL OTHER TERMS, LIMITS AND PROVISIONS OF THE POLICY REMAIN UNCHANGED. WORKERS COMPENSATION AND EMPLOYERS LIABILITY INSURANCE POLICY WC990410C (Ed. 01-19) WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT-CALIFORNIA BLANKET BASIS We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) The additional premium for this endorsement shall be calculated by applying a factor of 2% to the total manual premium, with a minimum initial charge of $350, then applying all other pricing factors for the policy to this calculated charge to derive the final cost of this endorsement. This agreement shall not operate directly or indirectly to benefit anyone not named in the Schedule. Schedule Blanket Waiver Person/Organization Blanket Waiver — Any person or organization for whom the Named Insured has agreed by written contract to furnish this waiver. Job Description Waiver Premium (prior to adjustments) All CA Operations 415.00 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: 08/31/2025 PolicyNo.: TOWC635486 Endorsement No.: Insured: Premium $ Insurance Company: Oak River Insurance Company Countersigned by WC990410C (Ed. 01-19) TOWNPUB-01 VSUNGA r ACOROW CERTIFICATE OF LIABILITY INSURANCE DATE(MM/DD/YYYY) 2/12/2026 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER License # 0757776 CONTACT Kimberly Morrisroe NAME: PHONE FAX (A/C, No, Ext): (951) 779-8607 No):(951) 231-2572 HUB International Insurance Services Inc. PO Box 5345 Riverside, CA 92517 E-MAIL-ADDRESS: cal.cpu@hubinternational.com INSURERS AFFORDING COVERAGE NAIC # INSURERA:Continental Casualty Company 20443 INSURED INSURER B: United Financial Casualty Company 11770 INSURERC:Oak River Insurance Company 34630 Townsend Public Affairs, Inc. INSURER D: Lloyd's Syndicate 3623 1401 Dove St, Ste 430 Newport Beach, CA 92660-2420 INSURER E INSURER F : COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE ADDL INSD SUBR WVD POLICY NUMBER POLICY EFF MM/DD/YYYY POLICY EXP MM/DD/YYYY LIMITS A X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 1,000,000 CLAIMS -MADE X OCCUR X X 8034762328 8/31/2025 8/31/2026 DAMAGE TO RENTED PREMISES Ea occurrence 1,000,000 $ MED EXP (Any oneperson) $ 10,000 PERSONAL & ADV INJURY $ 1,000,000 GENT AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 2,000,000 POLICY PRO X� LOC PRODUCTS-COMP/OPAGG $ 2,000,000 $ OTHER: B AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT Ea accident 1,000,000 $ X BODILY INJURY Perperson) $ ANY AUTO X 862859129 2/28/2026 8/28/2026 OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY Per accident $ PROPERTY DAMAGE ccident Per accident) $ HIRED NON -OWNED AUTOS ONLY AUTOS ONLY A X UMBRELLA LIAB X OCCUR EACH OCCURRENCE $ 5,000,000 EXCESS LIAB CLAIMS -MADE 8034762331 8/31/2025 8/31/2026 AGGREGATE $ 5,000,000 DED X RETENTION $ 10,000 $ C WORKERS COMPENSATION AND EMPLOYERS' LIABILITY ANY PROPRIETOR/ R/EXECUTIVE EXCLU OFFICER/MEMBER EXCLUDED? (Mandatory in NH) N / A X TOWC635486 8/31/2025 8/31/2026 X PER OTH- STATUTE ER E.L. EACH ACCIDENT 1,000,000 $ E.L. DISEASE - EA EMPLOYEE $ 1,000,000 If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT 1,000,000 $ D Professional Liabili W301DF250501 9/30/2025 8/31/2026 Ret: $5k; EA. Claim 2,000,000 D Professional Liabili W301DF250501 9/30/2025 8/31/2026 Aggregate 4,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, maybe attached if more space is required) City of Santa Ana, its City Council, officers, officials, employees, agents, and volunteers are Additional Insured with regard to the General Liability policy, when required by written contract, per the attached endorsement form SB146932G 10/19, Waiver of Subrogation included. Waiver of Subrogation applies to the Auto Liability policy, when required by written contract, per the attached endorsement form 2367 06/10. Waiver of Subrogation applies to the Workers Compensation policy, when required by written contract, per the attached endorsement form WC990410C 01/19. APPROVED By Tu Tran Nguyen at 9:54 am, Feb 17, 2026 CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE City of Santa Ana Y THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. Attention: PWA - Water Resources 220 S Daisy Ave Santa Ana, CA 92703 AUTHORIZED REPRESENTATIVE ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD POLICY NUMBER: 8034762328 S Ed 6 0 2G CNA POLICY TERM: 8/31/2025 - 8/31/2026 BLANKET ADDITIONAL INSURED AND LIABILITY EXTENSION ENDORSEMENT This endorsement modifies insurance provided under the following: BUSINESSOWNERS LIABILITY COVERAGE FORM BUSINESSOWNERS COMMON POLICY CONDITIONS TABLE OF CONTENTS I. Blanket Additional Insured Provisions A. Additional Insured — Blanket Vendors B. Miscellaneous Additional Insureds C. Additional Provisions Pertinent to Additional Insured Coverage 1.a. Primary — Noncontributory provision 1.b. Definition of "written contract" 2. Additional Insured — Extended Coverage II. Liability Extension Coverages A. Bodily In'u — Expanded Definition B. Broad Knowledge of Occurrence C. Estates, Legal Representatives and Spouses D. Fellow Employee First Aid E. Legal Liability — Damage to Premises F. Personal and Advertising In'u — Discrimination or Humiliation G. Personal and Advertising In'u — Broadened Eviction H. Waiver of Subrogation — Blanket I. BLANKET ADDITIONAL INSURED PROVISIONS A. ADDITIONAL INSURED — BLANKET VENDORS Who Is An Insured is amended to include as an additional insured any person or organization (referred to below as vendor) with whom you agreed under a "written contract" to provide insurance, but only with respect to "bodily injury" or "property damage" arising out of "your products" which are distributed or sold in the regular course of the vendor's business, subject to the following additional exclusions: 1. The insurance afforded the vendor does not apply to: a. "Bodily injury" or "property damage" for which the vendor is obligated to pay damages by reason of the assumption of liability in a contract or agreement. This exclusion does not apply to liability for damages that the vendor would have in the absence of the contract or agreement; b. Any express warranty unauthorized by you; c. Any physical or chemical change in the product made intentionally by the vendor; d. Repackaging, except when unpacked solely for the purpose of inspection, demonstration, testing, or the substitution of parts under instructions from the manufacturer, and then repackaged in the original container; e. Any failure to make such inspections, adjustments, tests or servicing as the vendor has agreed to make or normally undertakes to make in the usual course of business, in connection with the distribution or sale of the products; f. Demonstration, installation, servicing or repair operations, except such operations performed at the vendor's premises in connection with the sale of the product; g. Products which, after distribution or sale by you, have been labeled or relabeled or used as a container, part or ingredient of any other thing or substance by or for the vendor; or SB146932G (10-19) Page 1 of 7 Copyright, CNA All Rights Reserved. SB146932G (Ed. 10-19) h. "Bodily injury" or "property damage" arising out of the sole negligence of the vendor for its own acts or omissions or those of its employees or anyone else acting on its behalf. However, this exclusion does not apply to: (1) The exceptions contained in Subparagraphs d. or f.; or (2) Such inspections, adjustments, tests or servicing as the vendor has agreed to make or normally undertakes to make in the usual course of business, in connection with the distribution or sale of the products. 2. This insurance does not apply to any insured person or organization, from whom you have acquired such products, or any ingredient, part or container, entering into, accompanying or containing such products. 3. This provision 2. does not apply to any vendor included as an insured by an endorsement issued by us and made a part of this Policy. 4. This provision 2. does not apply if "bodily injury" or "property damage" included within the "products - completed operations hazard" is excluded either by the provisions of the Policy or by endorsement. B. MISCELLANEOUS ADDITIONAL INSUREDS 1. Who Is An Insured is amended to include as an insured any person or organization (called additional insured) described in paragraphs 3.a. through 3.j. below whom you are required to add as an additional insured on this policy under a "written contract." 2. However, subject always to the terms and conditions of this policy, including the limits of insurance, we will not provide the additional insured with: a. A higher limit of insurance than required by such "written contract;" b. Coverage broader than required by such "written contract" and in no event greater than that described by the applicable paragraph a. through k. below; or c. Coverage for "bodily injury" or "property damage" included within the "products -completed operations hazard." But this paragraph c. does not apply to the extent coverage for such liability is provided by paragraph 3.j. below. Any coverage granted by this endorsement shall apply only to the extent permitted by law. 3. Only the following persons or organizations can qualify as additional insureds under this endorsement: a. Controlling Interest 0 N Any persons or organizations with a controlling interest in you but only with respect to their liability arising out of: N r (1) such person or organization's financial control of you; or 0 (2) Premises such person or organization owns, maintains or controls while you lease or occupy these premises; provided that the coverage granted to such additional insureds does not apply to structural alterations, new construction or demolition operations performed by or for such additional insured. b. Co-owner of Insured Premises A co-owner of a premises co -owned by you and covered under this insurance but only with respect to the co -owners liability for "bodily injury," "property damage" or "personal and advertising injury" as co- owner of such premises. c. Grantor of Franchise Any person or organization that has granted a franchise to you, but only with respect to such person or organization's liability for "bodily injury," "property damage," or "personal and advertising injury" as grantor of a franchise to you. SB146932G (10-19) Page 2 of 7 Copyright, CNA All Rights Reserved. SB146932G (Ed. 10-19) d. Lessor of Equipment Any person or organization from whom you lease equipment, but only with respect to liability for "bodily injury," "property damage" or "personal and advertising injury" caused in whole or in part by your maintenance, operation or use of such equipment, provided that the "occurrence" giving rise to such "bodily injury" or "property damage" or the offense giving rise to such "personal and advertising injury" takes place prior to the termination of such lease. e. Lessor of Land Any person or organization from whom you lease land, but only with respect to liability for "bodily injury," "property damage" or "personal and advertising injury" arising out of the ownership, maintenance or use of that specific part of the land leased to you, provided that the "occurrence" giving rise to such "bodily injury" or "property damage" or the offense giving rise to such "personal and advertising injury," takes place prior to the termination of such lease. The insurance hereby afforded to the additional insured does not apply to structural alterations, new construction or demolition operations performed by, on behalf of or for such additional insured. f. Lessor of Premises An owner or lessor of premises leased to you, or such owner or lessor's real estate manager, but only with respect to liability for "bodily injury," "property damage" or "personal and advertising injury" arising out of the ownership, maintenance or use of such part of the premises leased to you, and provided that the "occurrence" giving rise to such "bodily injury" or "property damage" or the offense giving rise to such "personal and advertising injury," takes place prior to the termination of such lease. The insurance hereby afforded to the additional insured does not apply to structural alterations, new construction or demolition operations performed by, on behalf of or for such additional insured. g. Mortgagee, Assignee or Receiver A mortgagee, assignee or receiver of premises but only with respect to such mortgagee, assignee, or receiver's liability for "bodily injury," "property damage" or "personal and advertising injury" arising out of the ownership, maintenance, or use of a premises by you. This insurance does not apply to structural alterations, new construction or demolition operations performed by, on behalf of or for such additional insured. h. State or Political Subdivisions A state or government agency or subdivision or political subdivision that has issued a permit or authorization, but only with respect to such government agency or subdivision or political subdivision's liability for "bodily injury," "property damage" or "personal and advertising injury" arising out of: (1) The following hazards in connection with premises you own, rent, or control and to which this insurance applies: (a) The existence, maintenance, repair, construction, erection, or removal of advertising signs, awnings, canopies, cellar entrances, coal holes, driveways, manholes, marquees, hoistaway openings, sidewalk vaults, street banners, or decorations and similar exposures; or (b) The construction, erection, or removal of elevators; or (c) The ownership, maintenance or use of any elevators covered by this insurance; or (2) The permitted or authorized operations performed by you or on your behalf. But the coverage granted by this paragraph does not apply to: (a) "Bodily injury", "property damage" or "personal and advertising injury" arising out of operations performed for the state or government agency or subdivision or political subdivision; or (b) "Bodily injury" or "property damage" included within the "products -completed operations hazard." With respect to this provision's requirement that additional insured status must be requested under a "written contract," we will treat as a "written contract" any governmental permit that requires you to add the governmental entity as an additional insured. SB146932G (10-19) Page 3 of 7 Copyright, CNA All Rights Reserved. SB146932G (Ed. 10-19) i. Trade Show Event Lessor With respect to your participation in a trade show event as an exhibitor, presenter or displayer, any person or organization whom you are required to include as an additional insured, but only with respect to such person or organization's liability for "bodily injury," "property damage," or "personal and advertising injury" caused by: a. Your acts or omissions; or b. Acts or omissions of those acting on your behalf; in the performance of your ongoing operations at the trade show premises during the trade show event. j. Other Person or Organization Any person or organization who is not an additional insured under paragraphs a. through i. above. Such additional insured is an insured solely for "bodily injury," "property damage" or "personal and advertising injury" for which such additional insured is liable because of your acts or omissions. The coverage granted by this paragraph does not apply to any person or organization: (1) For "bodily injury," "property damage," or "personal and advertising injury" arising out of the rendering or failure to render any professional services; (2) For "bodily injury" or "property damage" included in the "products -completed operations hazard." But this provision (2) does not apply to such "bodily injury" or "property damage" if: (a) It is entirely due to your negligence and specifically results from your work for the additional insured which is the subject to the "written contract"; and (b) The "written contract" requires you to make the person or organization an additional insured for such "bodily injury" or "property damage"; or (3) Who is afforded additional insured coverage under another endorsement attached to this policy. C. ADDITIONAL PROVISIONS PERTINENT TO ADDITIONAL INSURED COVERAGE 1. With respect only to additional insured coverage provided under paragraphs A. and B. above: a. The BUSINESSOWNERS COMMON POLICY CONDITIONS are amended to add the following to the Condition entitled Other Insurance: This insurance is excess of all other insurance available to an additional insured whether primary, excess, contingent or on any other basis. However, if a "written contract" requires that this insurance be N either primary or primary and noncontributing, then this insurance will be primary and non-contributory relative solely to insurance on which the additional insured is a named insured. b. Under Liability and Medical Expense Definitions, the following definition is added: N O N "Written contract" means a written contract or agreement that requires you to make a person or 0 organization an additional insured on this policy, provided the contract or agreement: (1) Is currently in effect or becomes effective during the term of this policy; and (2) Was executed prior to: (a) The "bodily injury" or "property damage;" or (b) The offense that caused the "personal and advertising injury"; for which the additional insured seeks coverage. 2. With respect to any additional insured added by this endorsement or by any other endorsement attached to this Coverage Part, the section entitled Who Is An Insured is amended to make the following natural persons insureds. If the additional insured is: a. An individual, then his or her spouse is an insured; SB146932G (10-19) Page 4 of 7 Copyright, CNA All Rights Reserved. SB146932G (Ed. 10-19) b. A partnership or joint venture, then its partners, members and their spouses are insureds; c. A limited liability company, then its members and managers are insureds; d. An organization other than a partnership, joint venture or limited liability company, then its executive officers, directors and shareholders are insureds; or e. Any type of entity, then its employees are insureds; but only with respect to locations and operations covered by the additional insured endorsement's provisions, and only with respect to their respective roles within their organizations. Furthermore, employees of additional insureds are not insureds with respect to liability arising out of: (1) "Bodily injury" or "personal and advertising injury" to any fellow employee or to any natural person listed in paragraphs a. through d. above; (2) "Property damage" to property owned, occupied or used by their employer or by any fellow employee; or (3) Providing or failing to provide professional health care services. II. LIABILITY EXTENSION COVERAGES It is understood and agreed that this endorsement amends the Businessowners Liability Coverage Form. If any other endorsement attached to this policy amends any provision also amended by this endorsement, then that other endorsement controls with respect to such provision, and the changes made by this endorsement to such provision do not apply. A. Bodily injury— Expanded Definition Under Liability and Medical Expenses Definitions, the definition of "Bodily injury" is deleted and replaced by the following: "Bodily injury" means physical injury, sickness or disease sustained by a person, including death, humiliation, shock, mental anguish or mental injury by that person at any time which results as a consequence of the physical injury, sickness or disease. B. Broad Knowledge of Occurrence Under Businessowners Liability Conditions, the Condition entitled Duties In The Event of Occurrence, Offense, Claim or Suit is amended to add the following: Paragraphs a. and b. above apply to you or to any additional insured only when such "occurrence," offense, claim or "suit" is known to: (1) You or any additional insured that is an individual; (2) Any partner, if you or an additional insured is a partnership; (3) Any manager, if you or an additional insured is a limited liability company; (4) Any "executive officer" or insurance manager, if you or an additional insured is a corporation; (5) Any trustee, if you or an additional insured is a trust; or (6) Any elected or appointed official, if you or an additional insured is a political subdivision or public entity. This paragraph applies separately to you and any additional insured. C. Estates, Legal Representatives and Spouses The estates, heirs, legal representatives and spouses of any natural person insured shall also be insured under this policy; provided, however, coverage is afforded to such estates, heirs, legal representatives and spouses only for claims arising solely out of their capacity as such and, in the case of a spouse, where such claim seeks damages from marital common property, jointly held property, or property transferred from such natural person insured to such spouse. No coverage is provided for any act, error or omission of an estate, heir, legal representative or spouse outside the scope of such person's capacity as such, provided however that the spouse of a natural person Named Insured and the spouses of members or partners of joint venture or partnership Named Insureds are insureds with respect to such spouses' acts, errors or omissions in the conduct of the Named Insured's business. SB146932G (10-19) Page 5 of 7 Copyright, CNA All Rights Reserved. SB146932G (Ed. 10-19) D. Fellow Employee First Aid Coverage In the section entitled Who Is An Insured, paragraph 2.a.1. is amended to add the following: The limitations described in subparagraphs 2.a.1.(a), (b) and (c) do not apply to your "employees" for "bodily injury" that results from providing cardiopulmonary resuscitation or other first aid services to a co -"employee" or "volunteer worker" that becomes necessary while your "employee" is performing duties in the conduct of your business. Your "employees" are hereby insureds for such services. But the insured status conferred by this provision does not apply to "employees" whose duties in your business are to provide professional health care services or health examinations. E. Legal Liability — Damage To Premises 1. Under B. Exclusions, 1. Applicable to Business Liability Coverage, Exclusion k. Damage To Property, is replaced by the following: k. Damage To Property "Property damage" to: 1. Property you own, rent or occupy, including any costs or expenses incurred by you, or any other person, organization or entity, for repair, replacement, enhancement, restoration or maintenance of such property for any reason, including prevention of injury to a person or damage to another's property; 2. Premises you sell, give away or abandon, if the "property damage" arises out of any part of those premises; 3. Property loaned to you; 4. Personal property in the care, custody or control of the insured; 5. That particular part of any real property on which you or any contractors or subcontractors working directly or indirectly in your behalf are performing operations, if the "property damage" arises out of those operations; or 6. That particular part of any property that must be restored, repaired or replaced because "your work" was incorrectly performed on it. Paragraph 2 of this exclusion does not apply if the premises are "your work" and were never occupied, rented or held for rental by you. Paragraphs 1, 3, and 4, of this exclusion do not apply to "property damage" (other than damage by fire N or explosion) to premises: N (1) rented to you: 0 N (2) temporarily occupied by you with the permission of the owner, or 0 0 0 (3) to the contents of premises rented to you for a period of 7 or fewer consecutive days. A separate limit of insurance applies to Damage To Premises Rented To You as described in Section D — Liability and Medical Expenses Limits of Insurance. Paragraphs 3, 4, 5, and 6 of this exclusion do not apply to liability assumed under a sidetrack agreement. Paragraph 6 of this exclusion does not apply to "property damage" included in the "products - completed operations hazard." 2. Under B. Exclusions, 1. Applicable to Business Liability Coverage, the following paragraph is added, and replaces the similar paragraph, if any, beneath paragraph (14) of the exclusion entitled Personal and Advertising Injury: Exclusions c, d, e, f, g, h, i, k, I, m, n, and o, do not apply to damage by fire to premises while rented to you or temporarily occupied by you with permission of the owner or to the contents of premises rented to you for a period of 7 or fewer consecutive days. A separate limit of insurance applies to this coverage as described in Section D. Liability And Medical Expenses Limits Of Insurance. SB146932G (10-19) Page 6 of 7 Copyright, CNA All Rights Reserved. SB146932G (Ed. 10-19) 3. The first Paragraph under item 5. Damage To Premises Rented To You Limit of the section entitled Liability And Medical Expenses Limits Of Insurance is replaced by the following: The most we will pay under Business Liability for damages because of "property damage" to any one premises, while rented to you or temporarily occupied by you with the permission of the owner, including contents of such premises rented to you for a period of 7 or fewer consecutive days, is the Damage to Premises Rented to You Limit. The Damage to Premises Rented to You Limit is the greater of: a. $1,000,000; or b. The Damage to Premises Rented to You Limit shown in the Declarations. F. Personal and Advertising Injury — Discrimination or Humiliation 1. Under Liability and Medical Expenses Definitions, the definition of "personal and advertising injury" is amended to add the following: h. Discrimination or humiliation that results in injury to the feelings or reputation of a natural person, but only if such discrimination or humiliation is: (1) Not done intentionally by or at the direction of: (a) The insured; or (b) Any "executive officer," director, stockholder, partner, member or manager (if you are a limited liability company) of the insured; and (2) Not directly or indirectly related to the employment, prospective employment, past employment or termination of employment of any person or person by any insured. 2. Under B. Exclusions, 1. Applicable to Business Liability Coverage, the exclusion entitled Personal and Advertising Injury is amended to add the following additional exclusions: (15)Discrimination Relating to Room, Dwelling or Premises Caused by discrimination directly or indirectly related to the sale, rental, lease or sub -lease or prospective sale, rental, lease or sub -lease of any room, dwelling or premises by or at the direction of any insured. (16)Employment Related Discrimination Discrimination or humiliation directly or indirectly related to the employment, prospective employment, past employment or termination of employment of any person by any insured. (17) Fines or Penalties Fines or penalties levied or imposed by a governmental entity because of discrimination. 3. This provision (Personal and Advertising Injury — Discrimination or Humiliation) does not apply if Personal and Advertising Injury Liability is excluded either by the provisions of the Policy or by endorsement. G. Personal and Advertising Injury - Broadened Eviction Under Liability and Medical Expenses Definitions, the definition of "Personal and advertising injury" is amended to delete Paragraph c. and replace it with the following: c. The wrongful eviction from, wrongful entry into, or invasion of the right of private occupancy of a room dwelling or premises that a person or organization occupies committed by or on behalf of its owner, landlord or lessor. H. Waiver of Subrogation — Blanket We waive any right of recovery we may have against: a. Any person or organization with whom you have a written contract that requires such a waiver. All other terms and conditions of the Policy remain unchanged. SB146932G (10-19) Page 7 of 7 Copyright, CNA All Rights Reserved. WORKERS COMPENSATION AND EMPLOYERS LIABILITY INSURANCE POLICY WC990410C (Ed. 01-19) WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT-CALIFORNIA BLANKET BASIS We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) The additional premium for this endorsement shall be calculated by applying a factor of 2% to the total manual premium, with a minimum initial charge of $350, then applying all other pricing factors for the policy to this calculated charge to derive the final cost of this endorsement. This agreement shall not operate directly or indirectly to benefit anyone not named in the Schedule. Schedule Blanket Waiver Person/Organization Blanket Waiver — Any person or organization for whom the Named Insured has agreed by written contract to furnish this waiver. Job Description Waiver Premium (prior to adjustments) All CA Operations 415.00 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: 08/31/2025 Policy No.: TOWC635486 Endorsement No.: Insured: Premium $ Insurance Company: Oak River Insurance Company Countersigned by WC990410C (Ed. 01-19) Policy Number: 862859129 Policy Term: 2/28/2026 - 8/28/2026 Form 2367 (06/10) M_CL Blanket Waiver of Subrogation Endorsement This endorsement modifies insurance provided by the Commercial Auto Policy, Motor Truck Cargo Legal Liability Coverage Endorsement, and/or Commercial General Liability Coverage Endorsement, as appears on the declarations page. All terms and conditions of the policy apply unless modified by this endorsement. If you pay the fee for this Blanket Waiver of Subrogation Endorsement, we agree to waive any and all subrogation claims against any person or organization with whom a written waiver agreement has been executed by the named insured, as required by written contract, prior to the occurrence of any loss. ALL OTHER TERMS, LIMITS AND PROVISIONS OF THE POLICY REMAIN UNCHANGED.