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TAIT & ASSOCIATES, INC. (4)
INSURANCE ON FILE WORK MAY PROCEED UNTIL INSURANCE EXPIRES GTR/tik CITY CLERK DATE: A-2023-088-13 CONSULTANT AGREEMENT BETWEEN THE CITY OF SANTA ANA AND 6-PWAG)(A\J� TAIT & ASSOCIATES, INC. FOR ON -CALL ENGINEERING SERVICES THIS AGREEMENT is made and entered into on this 16th day of May, 2023 by and between TAIT & Associates, Inc. ("Consultant"), and the City of Santa Ana, a charter city and municipal v corporation organized and existing under the Constitution and laws of the State of California :V ("City"). N c14 RECITALS ZM A. On February 21, 2023 the City issued a Request for Proposal No. 23-030, by which it desired to retain a Consultant having special skill and knowledge in the field of. Professional Engineering Services on an on -call basis for the City's Public Works Agency. B. Consultant submitted a responsive proposal that was among those selected by the city. Consultant represents that it is able and willing to provide such services described in the scope of work that was included in the RFP No. 23-030. 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 consulting 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 services that were described in the scope of work included in the RFP No. 23-030, during the term of this Agreement, the tasks and obligations including all labor, materials, tools, equipment, and incidental customary work required to fully and adequately complete the services described and set forth in "Scope of Services - Exhibit All, attached hereto and incorporated by reference, and as further described in Consultant's Proposal, attached hereto an incorporated herein by this reference as "Consultant's Proposal - Exhibit B". 2. COMPENSATION a. City neither warrants nor guarantees any minimum or maximum compensation to Consultant under this Agreement. Consultant shall be paid only for actual services performed under this Agreement at the rates and charges identified in Consultant's Fee Proposal, which is attached hereto and fully incorporated herein by this reference as "Compensation - Exhibit C". Consultant is one of fifteen (15) separate consultants selected to provide services on an on -call basis under RFP 23-030. The total compensation for services provided by all consultants selected under RFP 23 -03 0 shall not exceed the shared aggregate amount of $5,000,000.00 during the term of this Agreement, including any extension periods, as set forth in Section 3, below. Page 1 of 10 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 which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City. c. Notwithstanding any contrary terms contained within Consultant's Fee Proposal, Consultant's fees shall not exceed 3% annually over the term of this Agreement, including any extension periods, unless directly affected by Prevailing Wage laws. 3. TERM This Agreement shall commence on May 16, 2023 and end on May 15, 2026, with the option for the City to grant up to a one, two-year extension, exercisable by a writing by the City Manager and the City Attorney, unless terminated earlier in accordance with Section 15, below. 4. INDEPENDENT CONTRACTOR 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 nor shall it be construed to create an employer -employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. 5. OWNERSHIP OF MATERIALS This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk. Page 2 of 10 6. INSURANCE Consultant shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder and the results of that work by the Consultant, its agents, representatives, employees or subcontractors. a. Consultant shall not commence work for the City until it has provided evidence satisfactory to the City that it has secured all insurance required under this Section. In addition, Consultant shall not allow any subconsultant to continence work an any subcontract until it has secured all insurance required under this Section. b. Insurance coverage shall be at least as broad as: (i) 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 $2,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit. (ii) Automobile Liability: Insurance Services Office Form Number CA 0001 covering, Code 1 (any auto), or if Consultant has no owned autos, Code 8 (hired) and 9 (non -owned), with limit no less than $1,000,000 per accident for bodily injury and property damage. (iii) Workers' Compensation insurance 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. (iv) Professional Liability (Errors and Omissions) Insurance appropriates to the Consultant's profession, with limit no less than $2,000,000 per occurrence or claim, $2,000,000 aggregate. (v) 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. d. Other Insurance Provisions. The insurance policies are to contain, or be endorsed to contain, the following provisions: Page 3 of 10 (i) 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 connection with 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 both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 forms if later revisions used). (ii) Primary Coverage. For any claims related to this contract, the Consultant's insurance coverage shall be primary insurance primary coverage at least as broad as ISO CG 20 0104 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. (iii)Notice of Cancellation. Each insurance policy required above shall state that coverage shall not be canceled, except with notice to the City. (iv)Waiver of Subrogation. Consultant hereby grants to City a waiver of any right to subrogation which any insurer of said Consultant may acquire against the City by virtue of the payment of any loss under such insurance. Consultant agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer. (v) 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. (vi)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 ANII, unless otherwise acceptable to the City. (vii) Claims Made Policies. If any of the required policies provide coverage on a claims -made basis: • The Retroactive Date must be shown and must be before the date of the contract or the beginning of contract work. Page 4 of 10 • Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work. • 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 contract work. (viii) 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 required by this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing all policy 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. (ix)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. (x) 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. 7. INDEMNIFICATION Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents, employees, contractors, 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, its subcontractors, agents, employees, or other persons acting on its behalf which relates to the services described in section I 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 Page 5 of 10 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 out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant. 8. INTELLECTUAL PROPERTY INDEMNIFICATION Consultant shall defend and indemnify the City, its officers, agents, representatives, and employees against any and all liability, including costs, for infringement of any United States' letters patent, trademark, or copyright infringement, including costs, contained in the work product or documents provided by Consultant to the City pursuant to this Agreement. 9. RECORDS Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement. 10. CONFIDENTIALITY If Consultant receives from the City 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. 11. CONFLICT OF INTEREST CLAUSE Consultant covenants that it presently has no interests and shall not have interests, direct Page 6 of 10 or indirect, which would conflict in any manner with performance of services specified under this Agreement. 12. 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 ac,"vices 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. 13. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exclusive statement between the City and Consultant, 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 is not embodied herein. 14. ASSIGNMENT Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City's ability to have any of the services which are the subject to this Agreement performed by Citypersonnel or by other consultant and/or contractors retained by City. 15. 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(s) 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. Page 7 of 10 b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement. 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 unle % the writing so specifies. 17. 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. 18. 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. 19. 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: Jennifer L. Hall Clerk of the City Council City of Santa Ana 20 Civic Center Plaza (M-30) P.O. Box 1988 Santa Ana, CA 92702-1988 Fax: 714- 647-6956 Page 8 of 10 With courtesy copies to: Nabil Saba Executive Director, Public Works Agency City of Santa Ana 20 Civic Center Plaza (M-xx) P.O. Box 1988 Santa Ana, California 92702 Fax: To Consultant: Jacob Vandervis Chief Operations Officer & Vice President TAIT & Associates, Inc. 701 Parkcenter Drive Santa Ana, CA 92705 A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded. 20. MISCELLANEOUS PROVISIONS a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney's fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. [signatures on following page] Page 9 of 10 SIGNATURE PAGE FOR CONSULTANT AGREEMENT BETWEEN CITY OF SANTA ANA AND TAIT & ASSOCIATES, INC. FOR ON -CALL ENGINEERING SERVICES IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. ATTEST: JENNIF i y lerk APPROVED AS TO FORM: SONIA R. CARVALHO City Attorney By: v. JONATHAN T. 4AR1 EZ Assistant City Attorney RECOMMENDED FOR APPROVAL: 'A'U' , NABIL SABA Executive Director Public Works Agency CITY OF S1NN�ATA ANA KRISTINE RIDGE City Manager CONSULTANT: Jacobyaildewis Jacob Vandervis (Apr 14, 2023 10:23 PDT) JACOB VANDERVIS Chief Operations Officer & Vice President Page 10 of 10 EXHIBIT A SCOPE OF SERVICES Appendix ATTACHMENT 1 SCOPE OF WORK CITY OF SANTA ANA REQUEST FOR PROPOSALS FOR ON -CALL ENGINEERING SERVICES RFP NO.23-030 INTRODUCTIONBACKGROUND The City of Santa Ana intends to retain Civil Engineering Consultants on an as -needed or "on -call" basis. A Professional Services Agreement will be entered into with several of the qualified firms Civil Engineering consultant(s) to provide professional services for a variety of projects on an on -call basis. On an on -call, as -needed basis, the selected firm(s) may later be asked to provide professional engineering services proposals on specific, project -by -project basis, based on an agreed -upon specific scope of services and fees. In general, work consists of general engineering design projects. Funding sources for each project may vary for each project/task order assignment shall comply with the funding agency's requirements. The projects may include water and sewer infrastructure design and rehabilitation improvements, storm drain improvements; sidewalks, bike paths, curb and gutter replacement; slurry seal of residential streets; repair and overlay of asphalt concrete and/or PCC streets; signing, striping, neighborhood traffic studies, traffic signal modifications; landscaping and irrigation systems; park and recreational design, grant application writing, and other related projects as required. On occasion, environmental and planning support services may also be requested. The City may need consultant services for mapping and legal description preparation, construction management, staking and inspection. Occasionally the City may also need geotechnical, electrical, mechanical, structural, and other specific infrastructure related services. The consultant shall be able to assist the City through this contract to provide the necessary services. The consultant shall utilize in-house staff and/or sub -consultants to complete the assignments to meet the City standards. For specialized work for which the prime consultant shall require a sub -consultant, the prime consultant shall serve as an administrative liaison between the City and the sub -consultant. Prime consultant mark-ups for sub -consultant work will not be allowed. All proposals, plans, drawings, specifications, estimates, grant applications, and/or studies will be subject to the final approval and satisfaction of the City of Santa Ana. City of Santa Ana RFP 23-030 Page Al-1 Scope of Services The work consists of general engineering design and cost estimating for civil works projects, City facilities, Parks and otherrelated projects as required. The work in general, consists of work in the following areas and not limited to: - Civil- Design - Transportation/Traffic - Structural - Geotechnical - Land Surveying - Architectural - Landscape Architectural and Irrigation - Environmental - Electrical • Mechanical - Instrumentation and Control Systems - Fire Protection - Land Surveying • Financial and Economic Consulting Engineering In addition to general engineering design projects Consultants may be asked to perform the following tasks: - Hydraulic modeling of the water distribution, storm water, and sewer collection systems - Evaluations, studies and recommendations related to water wells, reservoirs, water treatment systems, disinfection systems, pressure control systems, and sewage lift stations, • Electrical and industrial control documentation and recommendations • Mapping Services • Legal Description Preparations • Grant Writing- Services • Environmental/Planning Support • Construction Management Support systems evaluations, studies, drawings, • Pavement Management Special Engineering Studies/Reports/Compliance and Investigations - Regulatory Compliance with Federal and State and Local Agencies • Financial/cash flow analysis- public works programs • Assessment and District Formation Services Sustainable Infrastructure Services - Right of Way Studies If there are any exceptions to the core of requested services, proposers shall list said exceptions in their proposal (matrix form). City of Santa Ana RFP 23-030 Page At-2 For specialized work for which the prime consultant shall require a sub -consultant, the prime consultant shall serve as an administrative Liaison between the City and the sub -consultant. The selected consultants must have the expertise, experience, and demonstrated resources available to perform the work described in this RFP. eneral Reuirements and Proiect Deliverables The Consultant's services for plans specifc<i,� ons and estimating (PS&E) for engineering project preparation and special studies/investigations shall include and in be in conformance with the latest editions of the following: Title 24 of the California Code of Regulations (California Building Standards Code). American Water Works Association, California Department of Transportation, the Americans with Disabilities Act, the City of Santa Ana Municipal Code (SAMC), professional Standards established by the City, and or federal, state and local guidelines established in the project. As part of the preparation of the PS&E, the consultant shall prepare the special provisions pertaining to the items of work included in the plans that are not addressed on the latest editions of the applicable standards. The Consultant shall have complete responsibility for the accuracy and completeness of all documents and plans prepared. The plans will be reviewed by the City of Santa Ana for conformity with the requirements of the Agreement. Reviews by the City of Santa Ana do NOT include detailed review or checking of design or the accuracy with which such designs are depicted in the documents and the plans. The documents and plans famished under the Agreement shall be of a quality acceptable to the City of Santa Ana. The criteria for acceptance shall be a product of neat appearance, well organized, technically and grammatically correct, checked, and dated and having the maker and checker identified. The Consultant shall have project management control procedures in effect during the entire time work is being performed under the Agreement. This task shall include the following: • Project Management Plan — the consultant shall provide a detailed management plan including information and coordination with other agencies to ensure compliance and completion of the (PS&E) packages. This plan shall include all milestones and task breakdown for each of the tasks and subtasks included therein. The project management shall be submitted to the Project Manager for review and within 15 calendar days of the issued Notice to Proceed • Deliverables • Quality Control/Quality Assurance (QA/QC) Plan • Project Schedule/Invoicing • Project Correspondence In case of conflict, ambiguities, discrepancies, errors, or omissions, the consultant shall submit the matter to the City for clarification. City of Santa Ana RFP 23-030 Page Al-3 The Consultant shall perform engineering design services resulting in contract documents (plans, specifications and cost estimates "PS&E") for various projects on an as -needed basis. However, work tasks may include studies or a variety of engineering tasks. If requested by the City, the Consultant shall provide a Work Plan which includes a detailed schedule of the assigned project prior to the issuance of Notice to Proceed and/or Task Order. Specific Task Orders with Notices to Proceed ("NTPs") will be provided for project(s) at the discretion of the City. Work required per Task Order shall comply with the Scope of Services and additional provisions in each Task Order and this agreement. The following services/items shall include but are not be limited to: 1. Research existing records of utility companies and agencies and coordinate the proposed improvements with existing field conditions. 2. Conduct an environmental assessment for each project and prepare all documentation required to comply with California Environmental Quality Act (CEQA), and or National Environmental Protection Act (NEPA). (If required) 3. Provide all field survey and topographic work necessary to complete the design effort. Design level survey and base mapping of the project site shall be prepared in US Customary English units by a California licensed Land Surveyor in accordance with the City guidelines and in Microstation V8i Computer Aided Design and Drafting (CADD) format. The horizontal datum shall be NAD 83 and the vertical datum shall be NAVD 88. All survey field notes shall be on forms provided by the City, shall be neatly completed in pencil, and shall become property of the City upon completion of the project. Informal field investigations including marking of removal areas may be required for some of the sidewalk, curb and gutter, and pavement replacement projects. 4. Complete the design of projects including plans, specifications, and engineer's construction cost estimate. The Consultant shall contact manufacturers and/or contractors to verify the engineer's estimate prior to submitting to the City. Specifications shall be prepared in Microsoft Word and an electronic copy of the final version shall be furnished to the City. The City will provide the specification boilerplate to the Consultant. 5. If requested, all preliminary and bid sets of plans shall be plotted on bond or velum paper using Microstation V8i CADD software program. All drawings shall be completed per the City of Santa Ana CADD Standards and any special provisions thereof. For interim submittals, the City may opt to receive only PDF versions of the plans for reviewing purposes. If so, the Consultant team will provide plans and/or specifications accordingly. 6. All original plan sheets, the title sheet of the specifications, calculations, and reports shall be signed and stamped by the Consultant's licensed professional engineer responsible/in-charge of the project. City of Santa Ana RFP 23-030 Page Al-4 7. If a part of the on -call project scope, the Consultant shall provide support services during the bidding and construction phases of the project, including, but not limited to: a. Respond to bidder inquiries during the bidding process, including preparation of any addenda. Following award of the construction contract, the Consultant shall attend the pre -construction meeting. b. Review and approve all submittals and shop plan drawings required supporting the construction contract. The Consultant shall complete shop drawings reviews within two (2) weeks of receipt. Coq act Change Order reviews shall be completed within two (2) working days of receipt. c. Respond to written Requests for Information (RFI) to provide clarification or resolve discrepancies in the contract documents. Responses shall be completed within three (3) working days. d. Provide periodic field reviews and bring to the attention of the City of Santa Ana any defects or deficiencies in the work by the construction contractor which the Consultant may observe. The Consultant shall have no authority to issue instruction on behalf of the City of Santa Ana, or to deputize another to do so. 8. If included in the on -call project scope, upon completion of construction, the Consultant shall prepare as -built plans and submit them to the City. The Consultant shall incorporate all changes to the plans electronically with all necessary revision notations. Once plans have been updated, a signed set of as -built plans shall be submitted to the City with an electronic copy (in Microstation V8i CARD and pdf formats) of the final as -built drawings via CD ore - mail. 9. The Consultant shall monitor the project progress, maintain project files, and control the quality of the work performed by in-house staff and/or sub -consultants. Incomplete (not meeting targeted completion) or poor quality work will not be accepted. The Consultant shall revise the documents within a revised schedule set by the City, which may require overtime. No additional compensation necessary for the consultant to complete this work to the satisfaction of the City shall be approved by the City for the required revisions. It is the responsibility of the Consultant to produce a professional -level quality of work product. 10. If included in the on -call project scope, attend meetings with the City staff as required. 11. If included in the on -call project scope, the Consultant shall coordinate plan check, design topics, permits and any other issues with the City, other Agencies, and all utility companies as required. At the direction of the City, the Consultant shall be the liaison with affected agencies. 12. If included in the on -call project scope, the Consultant shall be responsible for reviewing and approving addenda and clarifications to plans and specifications. All information regarding the plans and specifications and or documentation related to the project and approved by the City, will then become property of the City. City of Santa Ana RFP 23-030 Page Al-5 A more detailed scope of work will be provided when/if a specific project or Task Order proposal is requested of a consultant. All tasks orders shall include the staff title, hours, hourly rate and totals as related to the project. Construction Plans, Standard Specifications and Estimate (PS&E) Preliminary Design - Attend project scope meeting with City Staff to review project details. Consultant shall field review, inspect and conduct all necessary surveys to prepare a Preliminary Design Report (PDR) or alternatives, preliminary cost estimate and preferred alternative as requested by the project manatee: A (PS&E) package shall be submitted to review at 30% design for independent City review. A (PS&E) package shall be submitted to review at 60% design for independent City review. A (PS&E) package shall be submitted to review at for FINAL independent design review. The City will review and comment on the PS&E packages with a turnaround goal of (2) weeks. One (1) copy of the documents with comments will be returned to the consultant. Unless, several agencies are involved in the review process multiple documents with comments will be provided to the consultant. After the final design comments have been incorporated the consultant shall provide the City with final (PS&E) package ready forbid. See Section - General Requirements and Project Deliverables Section, Proiect Schedule and Progress: Progress review meetings shall be held at intervals deemed appropriate by the City. The Consultant shall furnish two copies of all completed work or partially completed update/status since the last progress review meeting. Progress reports shall be submitted monthly in electronic format indicating achievements and project schedule progress. City Responsibilities: The City will provide information in its possession relevant to the preparation of the required information in the RFP. The City will provide only the staff assistance and the documentation specifically in referred to herein. • Fumish scope of work and provide general direction as needed for the assigned project All plan check coordination within the City Advertise, award, and administer of construction contract Electronic files (sample plans & specifications, City of Santa Ana's CADD Standards) Electronic files for title sheets and sheet borders Facilitate meeting space and coordination and City facilities City of Santa Ana RFP 23-030 Page AM Fee Proposal: In addition to Section W.B.3 (Submittal Requirements: Fee Proposal) fee schedule shall be structured as follows: The fee proposal shall include the firm's standard hourly fee schedule, and/or project fee schedule where applicable and as outlined in this this documents. A list of all positions and hourly rates required to perform the services described herein shall remain valid for one (1) fill] calendar year following ;;ontract execution. Subsequent rates shall be renegotiated between the firm and the City. Amore detailed scope of work will be provided when/ifa specific project or Task Order proposal is requested of a consultant. Other Terms and Conditions: 1. The project will be implemented in compliance with the City of Santa Ana's policies, as well as Prevailing Wages and State/Federal Requirements. 2. The City regards the inclusion of California based designs, engineering, and construction professionals, facilities, and services as part of the Team to be highly desirable, but not mandatory. 3. The City reserves the right to amend this Request for Proposal by addendum prior to the final dates of submission. 4. All reports, proposals, or other data or materials which are submitted shall become the sole property of the City of Santa Ana with the exception of the confidential Financial Capacity information and sealed fee proposals which will be returned to all proposers after award of contract to the selected Team 5. All products used or developed in the execution of any contract resulting from this request will remain in the public domain at the completion of this project. 6. The City has an affirmative action program. The purpose of the affirmative action program is to encourage certified minority business enterprises and women business enterprises. All submitting firms must have established affirmative action programs approvable by the City. During the RFP stage, all firms will need to complete a "Certification of Non -Discrimination by Contractors" for each firm on their team. City of Santa Ana RFP 23-030 Page Al-7 EXHIBIT B CONSULTANT'S PROPOSAL RFP No. 23-030: ON -CALL ENGINEERING SERVICES CITY OF SANTA ANA March 14, 2023 TAIT 'sa Submitted Bv: TAIT & Associates, Inc. 701 Parkcenter Drive Santa Ana, CA 714-560-8200 www.tait.com Submitted To: City of Santa Ana Attn.: Sean Thomas Public Works Agency; M-36 20 Civic Center Plaza; Ross Annex Santa Ana, CA 92701 I TAIT & ASSOCIATES 1. Statement of Qualifications A. Cover Letter March 14, 2023 City of Santa Ana Attn.: Sean Thomas Public Works Agency; M-36 20 Civic Center Plaza; Ross Annex Since 1964 701 N. Parkcenter Drive, Santa Ana, CA Santa Ana, CA 92701 RE: Request for Proposals (RFP) for On -Call Engineering Services, RFP No.: 23-030 Dear Mr. Thomas, 714.560,8200 TAIT.COM TAIT & Associates, Inc. (TAIT) is pleased to submit the enclosed Proposal in response to the City of Santa Ana's (City) RFP for On -Call Engineering Services. TAIT has served the City on the previous On -Call Engineering Services contract and we're looking forward to serving again. We are also currently serving on the City's Water On -Call Engineering Services contract. TAIT at a Glance. At TAIT, we have provided innovative engineering solutions to our clients for more than 59 years, with local headquarters right here in Santa Ana, CA. We understand that public projects have their own specific issues, and with 220 associates, we have the right blend of professional engineers, architects, surveyors, environmental assessors, and construction personnel with the experience necessary to address critical and big picture concerns. Since TAIT was founded in 1964 in Orange County, we have built mature relationships with state and local agencies throughout Southern California, and consistently create successful partnerships with the agencies for which we work. Expertise and Experience. TAIT's experienced personnel have expertise in the many facets of civil engineering, planning, and design services including, roadways, utilities, drainage, surveying, mapping, water quality, water, and wastewater, site development, site remediation, and fueling systems. We have extensive relevant design experience, including recent projects such as the City of Newport Beach's Bonita Canyon and Ford Road Rehabilitation Project, City of Fullerton's Jacaranda Neighborhood Rehabilitation & Sewer Replacement Project, City of Diamond Ba1's Drainage Improvement and Reagan & Peterson Parking Lot Rehabilitation Projects, and City of Chino's Quadrant III Water Line Replacements, to name a few. We are a selected consultant to provide similar On -Call Civil Engineering Services to the Cities of Newport Beach, Lake Forest, Irvine, Yorba Linda, Stanton, Seal Beach, Diamond Bar, Norco, and Chino, as well as providing On - Call Plan Check Services to the OCPW, among other agencies. Project Team. TAIT has carefully analyzed and hand selected our proposed team for this on -call contract in order to provide the best services to the City of Santa Ana. The leadership includes Jacob Vandervis, PE, who is the Chief Operations Officer, will be the Principal-in-Charge/Project Manager, having 37 years of experience and the authority to negotiate the contract and lead the team to success. 'II TAIT ,W Page I 1 I TAIT & ASSOCIATES Since 1964 701 N. Parkcenter Drive, Santa Ana, CA 714.560.8200 TAIT.COM David Sloan, PE, Director of Engineering for TAIT will serve as an Lead Project Manager for the City's projects. David's career has been rooted exclusively in the public sector. His background and experience with local federally funded public works projects, especially roadway improvements, will be invaluable to the City. Mr. Todd Broussard, PE, QSD/P will act as TAIT's QA/QC Manager -for this contract. Todd will also act as the Alternate Project Managershould it be deemed necessary based on the project's specific requirements. Todd has 36 years of experience in a variety of public works and private projects. He is also a certified QSD/P and is the best candidate to review the design documents for the City to ensure they are to the standards required and free of error prior to submittal to the City. In addition to the noted Key Staff, TAIT boasts a wide array of 220 associates including Engineers, Architects, Surveyors, Storm Water Practitioners, Geologists, Contractor's, and quality design engineers. The City can be assured that the necessary support and availability of staff will be provided on each contract that is assigned to us. For our as -needed sub -consultants, we've teamed with tried and true partners who have worked with TAIT on numerous projects. TJW offers thorough Traffic Engineering services, BTL performs precise Potholing and other subsurface investigations, GMU supplies expert geotechnical services, CDPC is our experienced Landscape Architecture consultant, LAE provides Federal Funding assistance, and Salas O'Brien for MEP consulting. Scope of Work. It is understood that this engineering proposal is for an on -call contract that includes potential design services including street improvements, traffic engineering, storm drain improvements, sewer, water and wastewater improvements, as well as plan checks of the above -mentioned, and other engineering services associated with municipal public works. TAIT's noted diverse staffing and background in multifaceted projects are ideally suited for the City's wide range of anticipated needs and projects. Upon issuance of an RFP, TAIT will actively review the project requirements and will provide a project specific proposal for the City's consideration. We understand the Scope of Work includes all the services listed in Attachment 1 of this on -call RFP. Commitment to Service. We aim to act as an extension of the City's staff and place an emphasis on Customer Service which has been and will remain one of TAIT's Corporate Goals "To Completely Satisfy our Customers". Jacob Vandervis is the authorized main point of contact for TAIT's services and can be reached in our Santa Ana office at phone number 714-560-8200 ext. 677, email jacobv@tait.com, and address 701 Park Center Drive, Santa Ana, CA, where the contract will be managed. We thank you for this opportunity to submit our qualifications and look forward to further discussing with you our capabilities and commitment to working with the City of Santa Ana. Very truly yours, TA T & A 'OCIA/(T///E�S, INC. Y lrt7' � Ja ob Vandervis, P.E. ief Operations Officer and Vice President �I TAIT Page 1 2 TAIT & Associates, Inc. On -Call Engineering Services b. Contract Agreement Statement TAIT concurs with all provisions as contained in the Agreement in Attachment 2 of the RFP. c. Firm and Team Experience FIRM PROFILE TAIT is a Southern California based, family -owned engineering firm founded by Dr. Kenneth E. Tait, P.E., established in 1964, and incorporated in the State of California. TAIT began as a design consulting engineering and land surveying firm dedicated to providing a range of quality services to our clients. In the past 59 years, TAIT has grown to have 8 offices throughout the Western United States, namely our headquarter office in Santa Ana and regional offices in San Diego, Sacramento, Norco, Boise, Denver, Atlanta, and Dallas. We have approximately 220 associates who work together as a team to provide quality design services throughout the Western United States. Our Corporate Headquarters —Santa Ana, CA Each project presents new challenges, and we use them as an opportunity to learn something new and apply that knowledge to future projects. Whether it is a new technical approach, a better management system, or simply improving our communication with clients, the end result is always improved service while strengthening our existing relationships with our clients. Our goal is to determine our client's needs while acting as an extension of their staff. Our prime objective is to provide the highest quality professional and technical services in a responsive, cost effective, timely, and personalized manner. Company Capabilities TAIT's multi -disciplined firm offers a full array of consulting services to public agencies and private development clients. More specifically, we offer project management, civil engineering, surveying, planning, entitlement, right of way engineering, and environmental investigation and remediation services. Within the Engineering Group, our in-house design and management services include: ✓ Public Roadway Rehabilitation, Widening, and New Construction ✓ Storm Drain Design and Hydrologic & Hydraulic Analysis ✓ Parks & Trails Planning and Design ✓ Water Quality Design & Review (LID Plan, SWPPP, etc.) ✓ Water & Waste Water Rehabilitation & New Construction ✓ ADA Accessibility Studies ✓ Structural Design & Architectural Services ✓ Public Improvement & Private Development Plan Checking ✓ Design Survey and Mapping Services ✓ Construction Management, Inspection & Surveying Services For this proposal we have focused our response on providing quality Civil Design Services. We can also offer other services, including water resources engineering, surveying, architectural design, project �I TAIT Page 13 TAIT & Associates, Inc. e On -Call Engineering Services management, planning, entitlement, right of way engineering, and environmental site investigations and remediation. Our company's diverse expertise is expansive. Strengths - What Sets Us Apart TAIT has built a reputation of successfully managing projects from concept to completion, with both big company expertise and small company culture dedicated to customer service. We have specific expertise in public infrastructure development, land development, natural resource preservation, and environmental management. We also understand the tight time and money constraints under which our clients frequently operate, and strive to provide unique solutions that allow our client's projects to be completed on time and within budget. Company Location and Contact We are headquartered in the City of Santa Ana, which is where the majority of our civil and surveying staff is located, including all of the staff identified in this SOQ. Our main office address and contact information is: Jake Vandervis, PIC/Project Manager, Vice President/COO 701 N. Park Center Dr. Santa Ana, CA 92705 p: 714/560/8200 ext. 677, e: iacobv@tait.com PROTECT TEAM Our local Key Personnel and Sub -Consultants for the TAIT Team are listed below with their positions and qualifications. Resumes of our team our located in the Appendix. We understand that team members may only be substituted with written permission from the City. Name Vandervis, P.E. Classificatio n/Designation PIC/Project Manager Licenses/Registration CA No. C46301 Yearsof Experience 37 Availability % 10% Todd Broussard, P.E., QSD/P QA/QC Manager CA No C57144 36 10% David Sloan, P.E. Lead Project Manager CA No. C82595 16 20% Dennis Postler, P.E. Sr. Project Manager CA No. C46106 35 20% Bart Mink, P.E. Professional Engineer/PM CA No. C82953 25 35% Samantha Wohlfarth, P.E. Professional Engineer/PM CA No. C86126 11 35% Daniela Malott, P.E. Professional Engineer/PM CA No. C86581 11 35% Christopher Engelbach, E.I.T. Project Engineer E.I.T. 14 35% Michael Tran, E.I.T. Project Engineer E.I.T. 10 35% Sequoia Shire, E.I.T. Project Engineer E.I.T. 8 35% Michael Furlong, PLS Surveyor of Record CA PLS No. 8899 44 25% Reese Brashear, LSIT Field Party Chief CA LSIT No. 7868 20 25% Dan Hinson, Architect Project Architect CA No. C27416 30 10% TAIT Environmental Services Sub -Consultants: TJW-Traffic Engineering, BTL-Subsurface Investigations, GMU-Geotechnical, CDPC-Landscape Architect, LAE-Federal Funding, MEP- Salas C' Brien �ITAIT .............._.. Page 14 a TAIT & Associates, Inc. On -Call Engineering Services Organization Chart The chart below summarizes our key personnel and their expertise and positions forth is contract Principal -in -Charge U_7` Jacob Vandervis, PE Public Infrastructure & Roadways David Sloan, PE, Lead Project Manager Dennis Postler, Sr. Project Manager Chris Engelbach, EIT, Project Engineer Michael Tran, EIT, Project Engineer Sub -Consultants TJW, Traffic Engineering BTL, Potholing GMU, GeotechnicaI CDPC, Landscape Architecture LAE, Federal Funding Salas O'Brien, MEP QA/QC Manager Todd Broussard, PE, CISD/P Water, Wastewater & Drainage/WQ Bart Mink, PE, Professional Engineer/PM Samantha Wohlfarth, PE, Professional Engineer Daniela Malott, PE, Professional Engineer Sequoia Shire, E.I.T., Project Engineer Other Technical Support Surveyor Michael Furlong, P.L.S. Architect Dan Hinson, Architect Environmental TAIT Environmental Services, Inc. TAIT Engineering, Surveying, Architectural & Design Support Staff d. Understanding of Need Public Works engineering contracts require careful planning, effective communicationand precise execution in order to avoid costly contract change orders or delays during the construction phase. In an effort to ensure consistent and excellent services, TAIT employs our proven 5 step project management protocol (Understand4Assign4 P1an4Execute�QA/QC) on each assigned contract. The scope and fee for this proposal has been presented in this manner in order to show our full understanding and commitment for the City's planned project. STEP 1 4 UNDERSTAND: Understanding the City's Needs To best understand the projects specifics needs, we first focus on what the City's overall needs are for this contract and future contracts that will be required as part of the On -Call Contract. Based on our review of the City's RFP, the following is our understanding of the City needs on this and future projects as compared to TAITs capabilities: III TAIT ..•` Page 1 5 s6 TAIT & Associates, Inc. On -Call Engineering Services City of Santa Ana Needs: The TAIT Team Has: ➢ ...a full services design consultant with local experience who understands the City's needs, standards, and design requirements. ➢ ...A Consultant who understands street design as well as local pavement rehabilitation needs and methodologies for best implementation of the City's project requirements. ➢ ...a consultant to prepare detailed and accurate roadway design PS&E. ➢ ...a consultant who can maintain the proposed project schedule. ➢ ...a cost effective and high quality design. STEP 2 4 ASSIGN. ✓ ...Over 59 years of extensive local public works design experience and understands the City's needs on this contract. ✓ ...Assigned a design team and project manager that have the extensive experience implementing PMP/Geotechnical investigations on projects. Further, Assigned a qualified PM has worked for numerous Cities on multiple types of contracts. ✓ ...successfully completed multiple recent local and federally funded street PS&E design contracts ✓ ... the staffing necessary to allocated the required resources to meet and exceed the City's scheduling needs ✓ ...placed and emphasis on design and construction costs are emphasized throughout the design and is included in TAIT's QA/QC Program in order to ensure maximum value is retained by the City. TAIT will carefully reviewed the staffing needs and staff assignments for this project. Of notable importance in our approach to assignment a project -specific Project Manager who will best meet the City's needs for the particular project assignment. Secondly, TAIT will select sub -consultant team members that we have successfully work with on other projects. As an example: LAE Associates could be designated to provide federal funding assistance consultant to ensure the City's documents are processed and approved in a timely manner by Caltrans. STEP 3 4 PLAN (SCOPE OF WORK): Upon selection of the design team for the contract, TAIT initiates the preparation of the detailed project scope of work tailored to the needs of the specific project requirements. (See Scope of Services section) STEP 4 4 EXECUTE: Upon issuance of the Notice to Proceed, TAIT will actively and effectively execute the scope of work for this contract. Our assigned project manager will stay inconstant contact with the City and will remain available and responsive to the City's needs through the life of the project. At the heart of each relationship and team member is effective communication of the roles & responsibilities quail requirements and scheduling needs. Finally, TAIT has clearly defined the scheduling needs on this contract and will communicate the deadlines and needs to each of the team members. STEP 5 4 QUALITYASSURANCE/QUALITY CONTROL PROGRAM: An important feature of our design process is our Quality Assurance/Quality Control (QA/QC) Program. TAIT has established clearly defined quality control and quality assurance protocols set in place in the office. As part of our scope of services and fee proposal, we have set aside time to ensure that quality control is incorporated in to the contract. �I TAIT Page 1 6 TAIT & Associates, Inc. On -Call Engineering Services TAIT assigns a QA/QC Manager to each project to ensure reviews occur prior to making submittals to the reviewing agency and the City is provided a quality design. Mr. D. Todd Schmieder, P.E. has been assigned to oversee TAIT's QA/QC Program for this project. TAIT's QA/QC Program focuses on the following four primary objectives: • To ensure that a quality design has been provided by following our in-house design checklists • To verify that different design disciplines have been coordinated • To verify that the proposed improvements are constructible, and • To verify that a cost effective analysis approach was followed in achieving the client's specific project goals and objectives. TAIT utilizes a Total Quality Management approach.-TAIT's philosophy is that quality control begins at day one and does not end until the project is constructed. Quality Control is the responsibility of each and every team member. - It includes the selection of project team members who have demonstrated the ability to understand and apply the project objectives to achieve a specific goal. It requires continuous communications between all parties. TAIT has developed internal design checklists. - Design checklists are used by our design team members as a component of our firm's design process and not solely part of the QC process. Timely Quality Control Reviews are provided. -Before plans are submitted to outside parties, TAIT's Q4/QC Manager or his designated QC team member conducts a thorough review to verify the quality, constructability and completeness of the submittal. A typical TAIT QA/QC Program includes the following steps: • Project Manager (PM) Transmits Design Documents to the QA/QC Manager - PM initiates the QC process at agreed upon project milestones. • QA/QC Manager conducts initial review - The GA/QC Manager reviews the submittal with the PM to obtain project information and conducts a limited review on the submittal's completeness. • Review of the Submittal —The submittal is reviewed using TAIT's internal checklists. Necessary corrections are identified on the submittal which is returned to the PM. PM to Addresses QC Comments - The QA/QC Manager and PM review the QC comments to set a course of action. Any proposed Value Engineering (VE) measures are reviewed to determine the appropriate next step (i.e.: implement the VE measure, review the VE measure with the City, or conduct additional analysis to determine the feasibility and potential cost savings). The reviewed submitted is then returned to the design team. PM finalizes Design Documents for Submittal to the Agency - The PM meets with the design team to monitor progress and verify incorporation of the QC comments into the design documents. Deviations from the QC comment are reviewed for acceptance. �I TAIT Page 1 7 TAIT & Associates, Inc. On -Call Engineering Services RELEVANT PROTECT EXPERIENCE On -Call Engineering Contracts Ex: Orange County Public Works —On -Call Land Planning and Engineering Services County of Orange, CA TAIT & Associates, Inc. (TAIT) was retained by the County of Orange to provide On -call Land Planning and Engineering Services. TAIT also assists OCPW - OC Planned Communities in the review of development applications for new planned communities in South County, and in the evaluation of County owned properties for redevelopment opportunities. Since 2011, the TAIT team; consisting of Planners, Landscape Architects, Traffic Engineers, Civil Engineers, Storm Water Engineers, Geotechnical Engineers and Building & Safety Reviewers — have provided on -call services to the County for the review of environment planning documents, tentative and final maps, and Site Development plans for grading, buildings, landscaping, street (public and private) and storm drain improvements. Additional assignments have included the review of preliminary and final Water Quality Management Plans and the processing of Construction Permits for developer improvement plan. Engineering design services have included due diligent studies, cost estimates, site planning and infrastructure analysis. Other On -Call Engineering Contracts • On -Call Engineering, City of Newport Beach • On -Call Engineering, City of Lake Forest • On -Call Engineering, City of Irvine • On -Call Engineering, City of Yorba Linda • On -Call Engineering, City of Stanton • On -Call Engineering, City of Santa Ana (Water) • On -Call Engineering, City of Seal Beach • On -Call Engineering, City of Diamond Bar • On -Call Engineering, City of Norco • On -Call Engineering, City of Chino • On -Call Engineering, City of Glendora • On -Call Engineering, City of Carson • On -Call Engineering, City of Chino • On -Call Engineering, City of Bellflower Reference: James Campbell (714) 567-7742 Key Staff: PIC: Jacob Vandervis PM: Bart Mink (Formerly Todd Schmieder) PE Chris Engelbach Client: OC Public Works Costs: Various Project Dates 2011-Present �I TAIT Page 1 8 Glenn Ranch Road/El Toro Resurfacing Project Lake Forest, CA TAIT was selected by the City of Lake Forest to provide civil engineering, surveying, and geotechnical engineering on the Glenn Ranch Road Resurfacing Project from Portola Parkway to El Toro. The project limits included a total of 1.6 miles of arterial roadway rehabilitation on Glenn Ranch Road which is a 4-lane arterial roadway with middle turn lane and intermittent median for the full length. The project included the design of pavement rehabilitation strategies as well as the identification and replacement of non-ADA compliant curb ramps, sidewalk, replacement of damaged curb and gutter, signage and striping and the identification and adjustment/protection of utility facilities. This project also included the hydrology and hydraulic calculations for an existing median catch basin at the most southern media that was backing up and causing water on the roadway during larger rain events. The scope of the reconstruction included design of plan and profiles and design sections as well as intersection grading for Glenn Ranch Road and Viejo Ridge. Bonita Canyon and Ford Road Resurfacing Project Newport Beach, CA TAIT was selected by the City of Newport Beach to provide civil engineering, surveying, geotechnical engineering services on the Bonita Canyon and Ford Road Resurfacing Project from Jamboree Road to SR-73. The project limits include a total of 2 miles of arterial roadway rehabilitation on Bonita Canyon/Ford Road which a 6lane arterial roadway with raised medians and bike lanes extending through the City of Newport Beach. The project includes the design of pavement rehabilitation strategies as well as the identification and replacement of non-ADA compliant curb ramps, sidewalk, replacement of damaged curb and gutter, and the identification and adjustment/protection of utility facilities. Of critical importance on this contract was the design and coordination of the improvements and traffic control within the state of California Right of Way at SR-73. The TAIT team actively coordinated with the City and Caltrans during the review process in order to obtain project approval and permit ahead of the bidding date. Additionally, this contract was complicated due to the steep grades along the project limits. Curb ramps which could not be made ADA compliant were identified during the design review process and memos were submitted to the City in order to justify the final limits of the work. TAIT & Associates, Inc. On -Call Engineering Services Reference: Taylor Abernathy, PE (949)461-3490 Key Staff: PIC: Jacob Vandervis PM: David Sloan CA/QC: Jacob Vandervis PE: Bart Mink Client: City of Lake Forest Construction Cost: $1.8 M Design Cost: $85,870 Project Dates Design: 2020-2021 Construction: 2021- Reference: Patricia Kharazmi, PE (949)644-3344 Key Staff: PIC: Jacob Vandervis PM: David Sloan QA/QC: Todd Schmieder Client: City of Newport Beach Construction Cost: $2.5 M Design Cost: $238,858 Project Dates: Design: 2019-2020 Construction: 2020 �I TAIT Page 1 9 TAIT & Associates, Inc. t. �p:3 WL' °' On -Call Engineering Services Dimension Drive, Civic Center Drive, & Portola Parkway Rehabilitation Lake Forest, CA TAIT was selected by the City of Lake Forest to provide civil engineering and surveying on a citywide arterial design project which included the design of the following three segments: Dimension Drive from Bake Parkway to Lake Forest Drive; Civic Center Drive from Enterprise way to South End; and Portola Parkway at SR-73 Overcrossing (w/in Caltrans R/W). The project encompassed a total of 6,400 linear feet of arterial/collector roadways and included full depth reconstruction of dimension drive and Civil Center drive and a 2" grind and overlay of Portola Parkway within the Caltrans R/W limits. This project required obtaining a Caltrans encroachment permit for both construction and traffic control purposes. As a result, further detail and scrutiny was required on the design to ensure Caltrans acceptance of the traffic control system as well as the overall design materials and elevations. TAIT was designated the lead consultant to compile all plans and prepare the required final technical specifications and bid documents in order to capture the required scope of work and design elements. Jacaranda Neighborhood Rehabilitation & Sewer Replacement Project Fullerton, CA TAIT was selected by the City of Fullerton to provide civil engineering services for the Jacaranda Neighborhood Pavement Rehabilitation and Sewer Main Replacement Project. The project was located in a historic neighborhood in the City of Fullerton that included over a mile of residential roadway rehabilitation and 2,700 linear feet of sewer main replacement within the neighborhood surrounding Jacaranda Place from the western cul- de-sac to Malden Avenue. In addition to roadway reconstruction and grind and overlay operations, the roadway component of the project included the removal and replacement of over 1.5 miles of old, deteriorated, and uneven curb and driveways throughout the neighborhood with new variable height curb and gutter in order to engineer and define the roadway drainage conditions within the neighborhood. Due to the historic and unique nature of the neighborhood, the curb heights and flowline were carefully profiled in order to improve the drainage conditions while also joining the existing pavement. In addition to the roadway improvements, TAIT was also tasked with the abandonment of two old sewer siphon systems and the combination and construction of a single master neighborhood sewer siphon along with the removal and replacement of 2,700 linear feet of existing 6" VCP with new 8" VCP sewer. The sewer siphon was design to convey sewerflows under an existing Orange County Flood Control Channel and required the design of a double barrel sewer siphon that was installed via jack and bore method. Reference: Taylor Abernathy, PE (949)461-3490 Key Staff: PIC: Jacob Vandervis PM: David Sloan CIA/QC: Todd Schmieder PE: Chris Engelbach Client: City of Lake Forest Construction Cost: $3.5 M Design Cost: $208,618 Project Dates Design:2018-2019 Construction: 2019-2020 Reference: Jose Medina (714)738-6863 Key Staff: PIC: Jacob Vandervis PM: David Sloan QA/QC: Todd Schmieder PE: Chris Engelbach Client: City of Fullerton Construction Cost: $2.4 M Design Cost: $141,542 Project Dates Design:2019-2020 Construction: 2020 �I TAIT Page 110 2020 Citywide Street Resurfacing Project Stanton, CA This current under construction project includes two separate contracts in which TAIT was selected by the City of Stanton to provide civil engineering and surveying on a citywide residential and arterial design project which included the design of the following three project's rehabilitation methods: 1) Contract 1: Plan & Profile for 0.32 miles of full depth removal and reconstruction, 2) Contract 1: Plans for 1.5" Grind and FRAC G'SdHay and 3) Contract 2: Plans for 1.6 Million SF of RAP Slurry Overlay. The project encompassed a total of 0.32 miles of removal and reconstruction, 0.72 miles of 1.5" grind and FRAC overlay as well as 1.6+ million square feet of RAP Slurry Overlay. The project included the design of pavement rehabilitation strategies as well as the identification and replacement of non-ADA compliant curb ramps, sidewalk, replacement of damaged curb and gutter, removal and replacement of slotted cross gutters, and the identification and adjustment/protection of utility facilities. MPD Storm Drain Line N-4 Norco, CA The Norco Master Plan of Drainage Storm Drain Line N-4 project, includes the design of an 18 to 36-inch storm drain main line along 4th Street from Valley View to the Norco Channel. The scope of work for the design of the storm drain system includes hydrology and hydraulics analysis for the proposed line, surveying, preparation of Plan, Specifications and Estimates (PS&E), assisting the City in the bidding process and construction support. The Storm Drain line extends approximately 2,700 linear feet, with 8 new storm drain inlets (curb opening catch basins) and it will join the existing 36- inch storm drain outlet at Norco Channel. Careful detailed was taken to the hydrology drainage delineation analysis to understand the tributary area to each of the proposed inlets and the storm drain main line. For this project TAIT completed a field walk to analyze the existing drainage conditions, worked along with the City in understanding their needs and reviewing any existing issues, as well as reviewed the proposed inlet locations to maximize flow capture. The proposed storm drain along 4th Street and Valley View, is a new system that will relieve the existing streets from surface drainage conveyance and reduce flooding or potential flooding issues along the existing residences. TAIT & Associates, Inc. On -Call Engineering Services Reference: Allan Rigg, PE AICP (714)890-4203 Key Staff: PIC: Jacob Vandervis PM: David Sloan QA/QC: Jake Vandervis PE: Bart Mink Client: City of Stanton Construction Cost: $1.5 M Design Cost: $74,942 Project Dates: Design: 2019 Construction: 2020-21 Reference: Sam Nelson, Deputy City Engineer/Deputy Director of Public Works (951)270-5677 Key Staff: PIC: Jacob Vandervis PM PE: Daniela Malott Client: City of Norco Construction Cost: N/A Design Cost: $42,052 Project Dates 2021-Present �I TAIT Page 1 11 TAIT & Associates, Inc. On -Call Engineering Services Area 6 Slurry Seal and Overlay Project Diamond Bar. CA TAIT & Associates was selected by the City of Diamond Bar to provide design engineering services for the Citywide Zone 6 Slurry Seal and Overlay Project. The project included the design of an entire neighborhood zone within the City of Diamond Bar which included the field identification, implementation, and design of over 800,000 SF of AC Grind and Overlay, and 1,200,000 SF of Slurry Seal located within the northern limits of the City of Diamond Bar. In addition to the pavement analysis, design, and implementation, TAIT was also responsible for identifying sidewalk, curb and gutter, and curb ramp improvements throughout the neighborhood including the removal and replacement of 19 curb ramps within the steep, curvilinear streets of Diamond Bar. Special attention was paid on this project to the appropriate use and identification of patching areas in order to maximize the City's budget and to ensure constructability of the project. TAIT worked closely with City staff to identify and isolate areas of concern in order to ensure the City's benefits were maximized on the job. Of notable interest on this project was the removal and replacement of speed cushions throughout Sunset Crossing which would not be compatible with the installation of an edge grind and overlay. Additionally, careful attention was paid to the presence of existing utilities to ensure the proposed roadway treatment was taking in to account the required adjustment (for overlay) and protection (for slurry seal) work items. Campus Drive Pavement Rehabilitation Project Irvine, CA TAIT was selected by the City of Irvine to provide civil engineering and surveying on the Campus Drive Rehabilitation Project from Michaelson Drive to University Drive. The project limits include a total of 4000 linear feet of arterial roadway rehabilitation and reconstruction on Campus Drive which is a 2 lane arterial roadway with bike lanes extending through the City of Irvine. The project includes the design of pavement rehabilitation strategies as well as the identification and replacement of non-ADA compliant curb ramps, sidewalk, replacement of damaged curb and gutter, reconstruction and re- grading of the low point of the roadway due to flooding and ponding issues, coordination with IRWD and UCI for right of way and wetlands protection, and the identification and adjustment/protection of utility facilities throughout the project limits. Careful attention was paid to the roadway profile which required modification in order to raise the low point of the roadway by more than 6". Plan and profile for the roadway was re -designed per CA Highway Design Manual standards, and extensive coordination with conducted with the City to verify that the pavement replacement scenario is in line with the proposed and revised grades. 1IITAIT Reference: John Beshay, Former Associate Engineer (626) 960-4011, Ext: 459 Key Staff: PIC: Jacob Vandervis PM: David Sloan QA/QC: Todd Schmieder Client: City of Diamond Bar Construction Cost: $1.5 M Design Cost: $46,750 Project Dates Design: Winter/Spring, 2018 Construction: Summer, 2018 Reference: Darrell Hartman, PE (949)724-7556 Key Staff: PIC: Jacob Vandervis PM: David Sloan QA/QC: Todd Schmieder PE: Chris Engelbach Client: City of Irvine Construction Cost: $2.6 M Project Dates: Design: 2017-2018 Construction: 2018 Page 1 12 TAIT & Associates, Inc. On -Call Engineering Services Quadrant III Water Main Replacements City of Chino, CA TAIT has provided design services to the City of Chino for approximately 7000 linear feet of new 8-inch PVC water line replacing a similar length of 50-year old 6-inch ACP lines within 13 residential street. Over 170 customers will be affected during construction. The City required that all points of connection to be upgraded to include the newer and larger PVC water pipe and the installation of new water values in each erbss street. Eight of the thirteen segments require obtaining approvals from the State Division of Drinking Water due to restricted horizontal clearances in the narrow residential streets. To assist the City in meeting an early delivery schedule for one of their current water projects Quadrant III water plans were separated into two separate bid contracts. The first segment of 2800 LF was recently awarded at a low bid price of $990,000 and construction is slater to commence in April 2018 and be completed in 6 months. The second bid package received City authorization to advertise in February 2018 and was scheduled to be constructed in 2018. Drainage Improvement Project Phase 1 & 2 Diamond Bar, CA TAIT was hired by the City of Diamond Bar to provide design engineering and construction management services for Phase 1 & Phase 2 of the City's Drainage Improvement Project. This project included three separate areas: ✓ Brea Canyon Road —Parkway Drain System & Perforated Drain ✓ Hipass Drive —Sub drain System, Low Flow Storm Drain & X-gutters ✓ Golden Springs —Sub drain System & Low Flow Storm Drain This project included extensive coordination with the City and the design team in order to recommend and implement final design scenarios for each location. Appropriate water quality treatment systems were implemented in all systems that have direct storm drain connection (modular wetland system), and the sub drain system and crossing were analyzed to avoid conflicts. During the construction phase, TAIT managed the contractor in order to review the field operations, respond to design related inquiries, updated designs based on final field needs, and successfully completed the construction project. The construction of this project was completed in 2018 within budget. �II TAIT Reference: Lope Camacho (909) 334-3406 Key Staff: PIC: Jacob Vandervis PM: Todd Schmieder PE: Samantha Wohlfarth Client: City of Chino Construction Cost: $2.3 million Project Dates: Design: May 2017-Jan. 2018 Construction: 2018 Reference: John Beshay (909)839-7043 Key Staff: PIC: Jacob Vandervis PM/CM: David Sloan IOR: Michael Delagarza QA/QC: Todd Schmieder Client: City of Diamond Bar Construction Cost: $400 K Project Dates Design: 2017-2018 Construction: 2018 Page 1 13 Pier G Avenue North Sewer Line Improvement Project Port of Long Beach, CA As part of TAIT's On -Call Contract with the Port of Long Beach (POLB), TAIT was selected to provide civil engineering services for the review, recommendation, design, and construction support services for the Pier G Avenue North Sewer Line Improvement Project. The project limits spanned approximately 1/3 of a mile within Pier G, and included the review of existing conditions, analysis of tributary areas:ard hydraulic capacity for the existing system, preliminary design and recommendation for five separate design alternatives which included conventional open trench, pipe bursting, sewer lift stations, sewer force mains, and retrofit of existing sewer lift stations to accommodate the current peak flow conditions. Extensive meetings and coordination efforts were conducted with POLB during the preliminary engineering phase to prepare detailed quality management plans and a basis of design report that outlined all project parameters. Disciplines included within this project include civil, geotechnical, traffic, plumbing, and utility potholing/locating services, all of which required coordination and incorporation to the basis of design report. In addition to the sewer improvement plans, this project also includes the rehabilitation and widening of pier G Avenue North as well as the Reconstruction of Pier G avenue South. TAIT was tasked with preparation of master traffic control plans and phasing concepts for the project in order to ensure POLB trucking operations were not impacted during the course of the project. Careful and detailed review of traffic sections and phasing alternatives have been conducted so as to minimize impacts. TAIT & Associates, Inc. On -Call Engineering Services Reference: Daniel Shieh, PE Deputy Chief Harbor Eng. (562)283-7860 Key Staff: PIC: Jacob Vandervis PM: David Sloan QA/QC: Todd Schmieder PE: Bart Mink Client: Port of Long Beach Construction Cost: $3.1 M Project Dates Design: 2017-18: Prelim Design 2018: Construction Dwg 2019: Construction Overlay, Alley Reconstruction, and Cerritos Ave. Widening Project Stanton, CA TAIT & Associates was selected by the City of Stanton to provide roadway and drainage design services on three separate project areas: (1) Cerritos Avenue Widening & Drainage Improvement Project, (2) Palais Alley Reconstruction Project and (3) Bradford Community and Rutledge Avenue Rehabilitation Project Cerritos avenue widening project required the widening of Cerritos avenue from Rose Ave to Flower Street which included removal and reconstruction of existing parkway improvements, relocation of power poles, fire hydrant, water meter, and roadway signs, construction of new curb and gutter, curb ramps, and alley approach, and the relocation and construction of a new storm drain catch basin and lateral. The existing storm drain lateral was discovered to be extremely shallow which required special design and consideration for the relocated condition. TAIT checked the capacity and flows of the existing inlets to ensure proposed conditions were not constrained. III TAIT Reference: Allan Rigg (714)890-4203 Key Staff: PIC: Jacob Vandervis PM: David Sloan QA/QC: Todd Schmieder PE: Chris Engelbach Client: City of Stanton Construction Cost: $1.3 M Project Dates Design: Jan -May, 2017 Construction: Summer, 2017 Page 1 14 TAIT & Associates, Inc. ' On -Call Engineering Services Newport Heights Alley and Sewer Replacement Project Newport Beach, CA TAITwas selected by the City of Newport Beach to provide civil engineering services on Newport Height Alley and Sewer Replacement Projects. The project limits spanned across an entire neighborhood in the City's coastal community of Newport Heights and include a total of 3+ miles of alley reconstructions as well as the review and repairof existing alley sewerand lateral connections. In order to facilitate the City's budget and timelines, the design project was split in to three phases which required separate design PS&E for each project. Phase 1 included all sewer main replacements while Phases 2 and 3 included the alley removal and replacements in the neighborhoods. The proposed design includes the preparation of design plan and profile for each alley, prepare of design cross sections at 25' intervals for review of proposed cross falls, preparation of sewer main replacement and lateral replacement plans, field review of all alley locations to field locate existing utilities, conflicts, and join locations, identification of sewer laterals that have recently been replaced for protection, and the detailing of all alley approaches for ADA compliance. Reference: Frank Tran, PE (949)644-3340 Key Staff: PIC: Jacob Vandervis PM: David Sloan QA/QC: Todd Schmieder PE: Chris Engelbach Client: City of Newport Beach Construction Cost: $1.3 M (Sewer) TBD $1.8 M (Alley) Project Dates: 2016-2017 Citywide Comprehensive Drainage Analysis and C/P Design Projections Diamond Bar. CA TAIT was hired by the City of Diamond Bar to analyze, design and recommend pavement and drainage solutions for 11 locations throughout the City which currently experience groundwater seepage problems. The analysis included field investigations, geotechnical testing and reporting, pavement design, and the preliminary design and cost estimating for multiple design scenarios at each project location. The cost estimate included estimation of the design consultant fees as well as the construction costs for the ultimate design scenarios. Extensive coordination was required on this contract with City, Utility, LACFCD Staff, and private residences in order to understand the existing conditions and to project the required design and permitting efforts forthe design and construction phase. Upon completion of the report, the City will utilize TAIT's recommendations for future CIP budget and project planning efforts in order to justify the cost and importance of each location. 'II TAIT Reference: Christian Malpica (909)839-7042 Key Staff: PIC: Jacob Vandervis PM: David Sloan PE Michael Delagarza Client: City of Diamond Bar Construction Cost: Approx. $1.5 M Project Dates 2014-2015 Page 115 erTN TAIT & Associates, Inc. _n On -Call Engineering Services Reagan & Peterson Park Parking Lot Rehabilitation Diamond Bar, CA TAIT was hired by the City of Diamond Bar to analyze, design and conduct construction management and inspection services for the expansion of two public park parking lots. The design services included topographic survey, geotechnical investigation, water quality management design, Los Angeles County Flood Control District storm drain permit processing, and the preparation of detailed PS&E forthe construction of the park improvements. Design analysis included addition of handicapped parking stalls, design of optimal cross and longitudinal grades and the installation of retaining curbs to optimize the parking stall configuration. Extensive coordination between the City's public works and Park Maintenance Division was required in order to ensure the design was both in compliance with public works standards as well as the park division's ultimate master plan. Harbor Boulevard Water & Street Reconfiguration Garden Grove, CA This project included street reconfiguration (approximately 1/3-mile total length), improvements to an existing raised median, a new traffic signal, abandonment of existing 8-inch ACP and 12-inch DIP City water lines, installation of a 800 LF of 16-inch water line, relocation of SCE and AT&T main distribution service lines, and the installation of new public storm drains and sewer and water services to accommodate a future redevelopment project along Harbor Boulevard from Palm Street to Lampson Avenue in the City of Garden Grove. Engineering services required extensive research, review, and a potholing program for the installation of the new utilities and storm drain improvements within the existing six -lane Harbor Boulevard roadway. TAIT, working with City Water Department, proposed the installation of a cut -in valve to ensure continuous water service to a medical facility during the construction of the water line improvements. The Construction Bid cost was approximately $1,400,000 with a 2013 completion. �II TAIT.,,,_ Reference: John Beshay (909)839-7043 Key Staff: PIC: Jacob Vandervis QA/QC: Todd Schmieder PM/CM: David Sloan Client: City of Diamond Bar Construction Cost: $575 K Project Dates 2014-2015 Reference: Bill Murray, P.E. (714)741-5379 Key Staff: PIC: Jacob Vandervis PM: Todd Schmieder Client: City of Garden Grove Construction Cost: $1.4 M Project Dates 2012-2013 Page 1 16 TAIT & Associates, Inc. On -Call Engineering Services OCAnimal Care Facility Tustin, CA TAIT prepared rough and precise grading plans, street plans, sewer and water plans, fire water protection plans, Water Quality Management Plan and the Storm Water Pollution Prevention Plan for a 10-acre site on the former MCAS- Tustin. This County of Orange project was the first Design -Build project by the County. The contract was award in the spring of 2016 and a Rough Grading Permit was issued by the City of Tustin in July 2016 while the OC Animal Care and the Design -Build Contractor finalized the facility ands site improvements. As part of the Design TAIT coordinated the project's containment wall and fence locations and develop a site accessibility plan for the overall project. The facility includes a 2-story 40,000 SF administration building with state of the art veterinary facilities, six dog kennels, special cat housing quarters and a small corral. Separate parking lots provide for the public and staff parking lots which repurposed nearly 1-acre Of existing concrete tarmac. The project also includes eight stormwater bio-filtration basins to treat storm water runoff from the site before it enters the public storm drain system. Const was completed and the facility was opened to the public in March 2018. Reference: Joe Seybold, Sr. PM (714)667-4921 Key Staff: PIC: Jacob Vandervis PM: Todd Schmieder PE: Michael Delagarza PE: Chris Engelbach Client: County of Orange Construction Cost: $35 M Project Dates 2016-2018 e. Willingness to Comply with Agreement Terms As stated in section "b", TAIT concurs and has no exceptions to the Agreement. f. References City of Lake Forest Taylor Abernathy, PE (949) 461-3490 tbernathy@lakeforestca.gov Proiects: Glenn Ranch Rood/El Toro Resurfacing, Dimension Drive, Civic Center Drive, & Portola Parkway Rehab, Portola Parkway Resurfacing City of Newport Beach Patricia Kharazmi, PE (949) 644-3344 PKharazmi@newportbeachca.gov Proiects: Bonita Canyon and Ford Road Rehab, Newport Heights Alley & Sewer Imp. City of Diamond Bar Christian Malpica, Assoc. Engineer (909)839-7042 cmalpica@diamondbarca.gov Projects: Drainage Improvement Project Phase 1 & 2, Reagan & Peterson Park Parking Lot Rehabilitation, Citywide Comprehensive Drainage Analysis and CIP Design County of Orange James Campbell (714)567-7742 James.Campbell@ocgov.com Projects: Site Feasibility Studies for reuse County's existing properties, Site Planning and Design for County's 100-Acre Development Plan and Alton Parcel Development Plan. �I TAIT Page 1 17 TAIT & Associates, Inc. On -Call Engineering Services 2. SCOPE OF SERVICES AND SCHEDULE Sample Outline Scope of Services - Phase 1: Base/Preliminary Data Review 1.1: Preliminary Photographs 1.2: Project Base Data and Design Field Review 1.3: Topographic Survey and Base mapping (Including Control/Aerial/Boundary) 1.4: Utility Coordination and Notices 1.5: Utilities Potholing (As Needed) 1.6: Outside Agency Coordination & Approvals (Federal/Rail/Utility/Adjacent Agencies) Phase2: Pavement Analysis, Preliminary Engineering (30%), & Reccomendations 2.1: Geotechnical/Pavement Investigation (GMU Geotechnical Sub -Consultant Task) 2.2: Preliminary Roadway/Geometric Study & Impact Review/Pricing [larger roadways] 2.3: Pavement Design Scenario Pricing and Recommendations [rehab/standard projects] 2.4: Preliminary Water Quality Management Plan (BMP Design & Recommendations) 2.5: Preliminary Roadway Hydraulic Studies & Recommendations 2.6: Colored Improvement Renderings (for council/commission reviews — as needed) Phase 3: Environmental Review (Additional Sub -Consultant Task if Needed): 3.1: Categorical Exclusion (CE) [Typical level of environmental support needed] 3.2: Initial Study/Mitigated Negative Declaration (IS/MND) [if not CE Project] 3.3: Further Environmental Study & Investigation (As Needed) Phase 4: Design Plans, Specifications, and Estimates 4.1: Construction Drawings (60%, 90%, & 100%Typical) 4.1.1—Title Sheet 4.1.2 — Typical Cross Sections/Details 4.1.3 — Utility Composite Plan (Arterial/Major Projects) 4.1.4 — Roadway Improvement Plans (Plan or Plan & Profile Base on Needs) 4.1.5 — Drainage Improvement Plans (As Needed — Plan & Profile) 4.1.6 — Irrigation and Landscape Plans (As Needed SubTask— Arterials) ���TAIT p�'� TAIT & Associates, Inc. On -Call Engineering Services 4.1.7 —Traffic Signal Plans (As Needed Sub Task) 4.1.8 — Signing & Striping Plans 4.1.9 —Traffic Control & Staging Plans 4.1.10 — Design Cross Sections (25' O.C. —Arterials/Profile Designs) 4.2: Project Specifications 4.3: Quantities and Cost Estimates 4.4: Mylar Routing & Final Signatures Phase 5: Right -of -Way Engineering (ROW) and Exhibits (As Needed) 5.1: Right-of-Wav Requirements Determination 5.2: Right-of-Wav Exhibits & Legal Descriptions (TCE or Encroachments) 5.3: Right of Way Acquisition Assistance (As -Needed Sub Consultant Task) Phase 6: Agency Permitting & Approvals 6.1— Agency Coordination & Approvals (Adjacent City's) 6.2 — County Flood Control Permitting (Revised lateral/CB on Roadways) 6.3 — Caltrans Encroachment Permit & Documentation (TC & Construction Permits) 6.4 — Railroad Encroachment Permit & Agreements (TC & Construction Permits) 6.5 — Federal Funding Assistance (E-76 Documentation & Approvals) 6.6 — Utility Agency Permitting/Approvals (Widening Related Relocations) Phase 7: Meetings, Presentations and Exhibits 7.1— Project Team Meetings and Management 7.2 — Community Stakeholder Meetings (As Needed) 7.3 — Commission & Council Presentations (AS Needed) Phase 8 Construction Engineering 8.1— Bidding Assistance & Review 8.2 — Pre -Construction Meeting 8.3 — RFI — Request for Information 8.4 — Change Order Analysis 8.5 — Submittal Review 8.6 — Prepare As -Built Plan 11kAIT....,_, TAIT & Associates, Inc. a On -Call Engineering Services Sample Project Schedule The following represents a preliminary project schedule for the development of construction documents for a sample project. A preliminary schedule will be reviewed with the City at the project's Kick Off meeting and a final project schedule will be issued based on those discussions. The Project schedule will be made available to all design team members and will monitored on a continuous basis through the project's design life. Any changes to the Schedule will be reviewed with the City and action plans, if necessary, will be developed to prevent schedule delays. The following schedule has been developed based on previous project experiences: Project Schedule City of Santa Ana - Mile One Street Project Preliminary Schedule ID Task Name Damn— Finisb Qrr. 7 2m8 QY 3. 210 car 4.3 t Award of ContraR 0 days Mon 4/2/18 Mon 4/2/18 4/2 2 Kickoff Meeting 0 days Thu 4/5/18 Thu 4/S/18 41S 3 NTP Is Issued 0 days Mon 4/16/18 Mon 4/16/18 4/16 4 Prepare & Issue Bid Documents 124 day Mon 4/16/18 Thu 10/4/18 5 Records Reearch & Initial Design Field 15 Mon 4/16/38 Fri 5/4/18 Walk days 6 Field Design Survey Services 5 days Mon 4/30/19 Fri 5/4/18 ] Prepare Base Map 10 days Mon 4/30/18 Fri 5/11/18 8 Utility Research,Coordlnation&Notices 119 day Mon 4/16/28 Thu 9/27/18 9 Utility Contact List & Notice Preparation 5 days Mon 4/16/I8 Fri 4/20/18 10 Send 1st Utility Notice 0 days Fri 4/20/18 Fri 4/20/18 4 0 11 Send 2nd Utility Notices 0 days Tue 7/3/18 Tue 7/3/18 ♦ 7/3 12 Send 3rd Utility Notice (As Needed) 0 days Thu 9/27/18 Thu 9/27/18 ♦'9/27 13 Preliminary Design 17 days Man 5/14/18 Tue 6/5/18 14 Prepare Preliminary layout Plan 10 days Mon 5/14/18 Fri 5/25/18 15 City Review Preliminary Layout Plan 5 days Mon 5/28/18 Fri 6/1/18 16 Design Review Meeting 0 days Tue 6/5/18 Tue 6/5/18 4 /s 17 Plans, Specifications, & Estimates 87 days Wed 6/6/18 Thu 10/4/18 1B prepare 65%PS&E 20 days Wed 6/6/18 Tue 7/3/18 19 Conduct Geotechnical Investigations 20 days Wed 6/13/18 Tue 7/10/18 20 City Review 65%PS&E 10 days Wed 7/4/18 Tue 7117118 - 21 65%Design Review Meeting 0 days Thu 7/19/18 Thu 7/19/18 7/1 22 Prepare 100%PS&E 30 days Wed 7/18/18 Tue 8/28/18 23 Incorporate Geotechnical S days Fri 7/20/18 Thu 7/26/18 Recommendations 24 City Review 100%PS&E 10 days Wed 8/29/19 Tue 9/11118 35 100%Design Review Meeting 0 days Thu 9/13/18 Thu 9/13/18 9133 26 Prepare Final PS&E 10 days Fri 9/14/18 Thu 9/27/18 3] Gty Review & Approve Final PS&E Bid 5 days Fri 9/28/18 Thu 30/4/18 Documents 28 Environmental Documentation 11 days Fri 7127/18 Fri 8/10/18 29 Conduct Environmental Kick Off Meeting 1 day Fri 7/27/18 Fri 7/27/18 30 Prepare Environmental Documentation 10 days Mon 7/30/18 Fri 8/10/18 31 Submit Envir. Documentation to City 0 days Fri 8/10/18 Fri 8/10/18 ♦ /10 32 Federal Funding Assistance (Optional 110 Mon 4/16/18 Fri 9/14/19 Service) days 33 Prepare & Submit PES 10 days Mon 4/16/18 Fri 4/27/18 34 Caltrans Review & Approve PES 40 days Mon 4/30/18 Fri 6/22/18 35 Prepare & Submit R/W Cent10 days Mon 6/18/19 Fri 6/29/18 36 Caltrans Review & Approve R/W Cert 40 days Mon 7/2/18 Fri 8/24/18 35 I Prepare & Submit RFA/E-76 Application 10 days Mon 8/2U/18 Fri 8/31/18 38 Caltrans Review & Approve RFA/E-76 10 days Mon 913/18 Fri 9/14/18 Tall Team Task Mfl-r—, Cary Task Summary r — - — - - — — — Capons Task �I TAIT Page 120 TAIT & Associates, Inc. y On -Call Engineering Services Certifications NON -COLLUSION AFFIDAVIT Appendix ATTACHMENT 3-I: NON -COLLUSION AFFIDAVIT CERTIFICATIONS NON -COLLUSION AFFMAVIT (rule 23 United States Code Section 112 and Public Contract Cade Section 7106) To the CITY OF SANTA ANA DEPARTMENT OF PUBLIC WORKS In accordance with Title 23 United Stales Code Section 112 and Public Contract Code 7106 the BIDDER declares that the bid is not made in the interest ot; 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 confenta ce 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 me hue; 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 port of the Proposal. Signing this Proposal on the signature portion thereof shall also cogqsstitute signature of this Non -collusion Affidavit. BIDDERS are cautioncd that makjfig a Gtlrs6 certiotlon may subject the certifier to criminal prosecution. Signed State of Calift, County of Subscribed and swom to (or affirmed) before me on this day of , 20J by , proved to me an the basis of satisfactory evidence ro be the person(s) who appeared before me. eye e� Notary Public Signature Notary Public Seal �Ge� P�It, City of Santa Ana RFP Page A3-1 �ITAITAppendix I Page 27 W CALIFORNIA JURAT TAIT & Associates, Inc. On -Call Engineering Services GOVERNMENT CODE §8202 A notary public or other offer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document. State of California Countyof ",11- aaFia+a MfHaaq � Ha4ry F�a11<' 411rOrme aran<eca.nry tomminlan•31FE353 ' MY eo+in. Faye-N rw it, IOII Place Notary Seal and/or Stamp Above Subscribed and sworn to, .Y^r,.before me on this y day of /fl& 20_tS__ by Date I Month Year (p _ 7LI['c� u[�CtPVoi� land (2) ), Norm, ) of Signerlsy proved to me on the basis of satisfactory evidence to be the personKwhho appeared before me. Signature �jp4j:ryC Signature ofifryrPublic Completing this information can deter operation of the document or fraudulent reattachment of this form to on unintended document. Description of Attached Document rn Tide or Type of Document: nor- eak mun M#'rwl Document Date: Signers) Other Than Named Above: &2019 National Notary Association Number lI TAIT Appendix I Page 28 TAIT & Associates, Inc. On -Call Engineering Services 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 "Disclosue 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 SI0,000 and not more than S 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. Signed and Printed Name: Title Jacob Vandervis City of Santa Ana RFP Page A3.2 IITAIT Appendix I Page 29 TAIT & Associates, Inc. On -Call Engineering Services NON-DISCRIMINATION CERTIFICATION Appendix ATTACIIMENT 3-3: NON-DISCRIMINATION CERTIFICATION CERTIFICATIONS The undersigned consultant or corporate officer, during the performance of this contract, certifies as follows: The Consultant shall not discriminate against any employee or applicant for employment because of race, color, religion, sex, or national origin. The Consultant shall take affirmative action to ensure that applicants are employed, and that employees are treated during employment without, regard to their race, color, religion, sex, or national origin. Such action shall include, but not be limited to, the following: employment, upgrading, demotion, or transfer, recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. The Consultant agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination clause. 2. The Consultant shall, in all solicitations or advertisements for employees placed by or on behalf of the Consultant, stale that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin. 3. The Consultant shall send to each labor union or representative of workers with which he/she has a collective bargaining agreement or other contract or understanding, a notice to be provided advising the said labor union or workers' representatives of the Consultant's commitments under this section, and shall post copies of the notice in conspicuous places available to employees and applicants for employment. 4. The Consultant shall comply with all provisions of Executive Order 11246 of September 24, 1965, and of the rules, regulations, and relevant orders of the Secretary of Labor. 5. The Consultant shall famish all information and reports required by Executive Order 11246 of September 24, 1965, and by rules, regulations, and orders of the Secretary of Labor, or pursuant thereto, and will permit access to his/her books, records, and accounts by the administering agency and the Secretary of Labor for purposes of investigation, to ascertain compliance with such rules, regulations, and orders. 6. In the event of the Consultant's non-compliance with the nondiscrimination clauses of this contract or with any of the said rules, regulations, or orders, the contract may be canceled, terminated, or suspended in whole or in part and the Consultant may be declared ineligible for further Government contracts or federally assisted construction contracts in accordance with procedures authorized in Execution Order 11246 of September 24, 1965, and such other sanctions may be imposed and remedies invoked as provided in Executive Order 11246 of September 24, 1965, or by rule, regulations, or order of the Secretary of Labor, or as otherwise provided by law. 7. 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 City of Santa Ana RFP Page A33 'I TAIT Appendix I Page 30 TAIT & Associates, Inc. On -Call Engineering Services 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 sub -consultant 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. 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. Signed: Title: I 00/Vice President Firm: TAIT & Associates, Inc. Date: 3-14 —2 3 City of Santa Ana RFP Page A3-4 1I TAIT Appendix I Page 31 TA I T RISING TO THE CHALLENGE ARCHITECTURAL Employee Classification Principal............................................................................................ Project Design Director.................................................................... Senior Project Manager................................................................... Project Manager............................................................................... ProjectArchitect............................................................................... ProjectDesigner............................................................................... JobCaptain...................................................................................... CADDrafting.................................................................................... Computer Presentation.................................................................... Arlminiafratinn Schedule of Fees Employee Classification Hourly Rate Principal.......................................................................................................................................... 281.00 Senior Professional Engineer........................................................................................................269.00 Professional Engineer....................................................................................................................254.00 EngineerDesigner II......................................................................................................................187.00 EngineerDesigner I.......................................................................................................................159.00 PermitSpecialist.............................................................................................................................130.00 CADDrafting..................................................................................................................................120.00 Administration.................................................................................................................................127.00 SURVEYING Employee Classification Hourly Rate Two -Man Crew...............................................................................................................................347.00 LicensedSurveyor.........................................................................................................................254.00 One -Man Crew w/ Robotics...........................................................................................................220.00 ProjectManager.............................................................................................................................125.00 SeniorSurvey Specialist................................................................................................................198.00 SeniorPermit Specialist.................................................................................................................105.00 Drafter.............................................................................................................................................120.00 Administration................................................................................................................................. 90.00 *Rates to be adjusted up to 3% maximum increase, annually, over life of contract as approved by the City. *Prevailing Wage Rates based on current State of California Prevailing Wage Schedule and the assigned project location. The hourly rate for client authorized overtime and for representation at hearings and meetings after 6:00 p.m. will be invoiced at 1.5 times the posted rate. The above rates are inclusive of phone charges, fax charges, software and licensing fees, and photocopying charges. Mileage, Travel and Per Diem Auto Mileage: $.65.5 per mile Air Travel and Auto Rental: Actual cost, plus 15 percent Per Diem: Actual cost of lodging and meals, plus 15 percent ji TA 1 T RISING TO THE CHALLENGE Schedule of Fees Materials and Supplies Office and CADD supplies are included in the hourly rates. Prints, plots, and reproductions are charged at cost plus 15 percent from commercial blueprint companies. In-house reproduction charges are as follows: Prints Plots Color Plots Bond $ .95/s.f. $.95/s.f. $6.00/s.f. Vellum 1.35/s.f. 1.65/s.f. 7.50/s.f. Reimbursable Expenses Will be billed at cost plus 15%. Client will pay directly for all permit and agency fees; otherwise cost plus 15%. Subconsultant invoices will be billed at cost plus 15%. Burrola, Melissa From: City of Santa Ana < certificate- request@ctrax jdidata.com> Sent: Thursday, June 8, 2023 10:17 AM To: amendoza@tait.com; Burrola, Melissa Subject: Internal Notice of Compliance NOTICE OF COMPLIANCE CITY' STAFF: PRINT THIS PAGE AND INCLUDE WITH AGREEMENT TO THE CLERK OF THE COUNCIL Contractor Tait & Associates, Inc. Name: Project TBD (113) Number: Project CONSULTANT AGREEMENT BETWEEN THE CITY OF SANTA ANA AND Name: TAIT & ASSOCIATES, INC. FOR ON -CALL ENGINEERING 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 GENERAL LIABILITY PROFESSIONAL LIABILITY POLICY EXPIRATION COI DATE NUMBER DATE 7034395486 09/01/2023 08/31/2022 SP002747062022 09/01/2023 SP002747062022 09/01/2023 WORKERS COMPENSATION AND 7034395505 EMPLOYERS' LIABILITY Thank you, 09/01/2023 10/04/2022 09/15/2022 08/31/2022 FILE NAME City of Santa Ana- Auto & WC.pdf Revised Certificate of Insurance for City of Santa Ana.pdf City of Santa Ana- GL, Prof, Poll, Excess.pdf City of Santa Ana- Auto & WC.pdf 1 DATE (MM/DD/YYYY) CERTIFICATE OF LIABILITY INSURANCE 08/27/2025 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). CONTACT PRODUCER Accounts Team NAME: FAX PHONE Scott & McCauley Insurance Agency(949) 503-1953 (A/C, No): (A/C, No, Ext): E-MAIL 2 Ritz Carlton DriveCOI@sminsuranceagency.com ADDRESS: Suite 204 INSURER(S) AFFORDING COVERAGENAIC # Dana PointCA92629AXIS Surplus Insurance Company26620 INSURER A : INSURED The Continental Insurance Company35289 INSURER B : Tait & Associates, IncValley Forge Insurance Company20508 INSURER C : 701 Parkcenter DrColony Insurance Company39993 INSURER D : INSURER E : SantaCA92705 INSURER F : TAIT - 25-26 COVERAGESCERTIFICATE NUMBER:REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. ADDLSUBR INSRPOLICY EFFPOLICY EXP TYPE OF INSURANCELIMITS POLICY NUMBER LTR(MM/DD/YYYY)(MM/DD/YYYY) INSDWVD COMMERCIAL GENERAL LIABILITY 2,000,000 EACH OCCURRENCE$ DAMAGE TO RENTED 25,000 CLAIMS-MADEOCCUR$ PREMISES (Ea occurrence) 5,000 MED EXP (Any one person)$ AYYSP002747-08-202509/01/202509/01/20262,000,000 PERSONAL & ADV INJURY$ 2,000,000 GEN'L AGGREGATE LIMIT APPLIES PER:GENERAL AGGREGATE$ PRO- 2,000,000 POLICYLOCPRODUCTS - COMP/OP AGG$ JECT $ OTHER: COMBINED SINGLE LIMIT AUTOMOBILE LIABILITY 1,000,000 $ (Ea accident) ANY AUTOBODILY INJURY (Per person)$ OWNEDSCHEDULED BYY703439548609/01/202509/01/2026 BODILY INJURY (Per accident)$ AUTOS ONLYAUTOS HIREDNON-OWNEDPROPERTY DAMAGE $ (Per accident) AUTOS ONLYAUTOS ONLY $ UMBRELLA LIAB 5,000,000 OCCUREACH OCCURRENCE$ A EXCESS LIAB YYSX002748-08-202509/01/202509/01/20265,000,000 CLAIMS-MADEAGGREGATE$ DEDRETENTION$$ PEROTH- WORKERS COMPENSATION STATUTEER AND EMPLOYERS' LIABILITY Y / N 1,000,000 ANY PROPRIETOR/PARTNER/EXECUTIVE E.L. EACH ACCIDENT$ C N / A Y703439550509/01/202509/01/2026 OFFICER/MEMBER EXCLUDED? 1,000,000 (Mandatory in NH) E.L. DISEASE - EA EMPLOYEE$ If yes, describe under 1,000,000 DESCRIPTION OF OPERATIONS belowE.L. DISEASE - POLICY LIMIT$ Profess/Poll Ea Claim2,000,000 Professional Liab/Contractors Pollution A/DSP002747-082025/EXO429500709/01/202509/01/2026Ea Claim/Aggregate4,000,000 X 5M Excess Liability DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) RE: A-2023-088-13 - Professional Engineering Services on an on -call basis for the City' s Public Works Agency. City of Santa Ana, its officers, agents, employees, contractors, special counsel, and representatives are included as an Additional Insured as required by a written contract or agreement on the General Liability, Auto Liability, and Umbrella. Coverage is Primary & Non-Contributory when required by a written contract or agreement with the named insured. Blanket Waiver-of-Subrogation is granted in favor of the Additional Insured with respect to the General Liability, Auto Liability, and Workers’ Ejhjubmmz! Compensation when required by written contract or agreement. Thirty (30) days’ notice of cancellation with ten (10) days’ notice for non-payment of premium Uv!Usbo! tjhofe!cz!Uv! is provided to the certificate holder. Usbo!Ohvzfo! Ohvzf Ebuf;! 3136/19/38! o 25;68;43!.18(11( CERTIFICATE HOLDERCANCELLATION CzUvUsboOhvzfobu3;67qn-Bvh38-3136 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. City of Santa Ana Attn: Public Works Agency CIP/Design Engineering AUTHORIZED REPRESENTATIVE 20 Civic Center Plaza Santa AnaCA92701 © 1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25 (2016/03)The ACORD name and logo are registered marks of ACORD EndorsementNo. 5 EffectiveDate: 09/01/2025@12:01a.m.StandardTimeattheaddressoftheNamedInsured PolicyNumber: SP002747-08-2025 InsuredName:Tait& Associates, Inc. IssuingCompany:AXISSurplusInsuranceCompany Additional(Return)Premium:$0 IftheEndorsement Effective Dateisblank,thentheeffectivedateofthisEndorsementistheInceptionDateofthePolicy. ADDITIONAL INSURED/PRIMARY COVERAGE INCLUDING COMPLETED OPERATIONS (CGL & CONTRACTORS POLLUTION COVERAGE) THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. Thisendorsement modifies the Specialty Package Policy. In consideration of the premium charged, it is agreed that: SECTION III – WHO IS AN INSUREDis amended to include as an Additional Insured the person or organization shown in the schedule below as respects Coverages A, B and D, but only for liability arising out of Your Work or Covered Operations performed by you or on your behalf for that Additional Insured and not due to any actual or alleged independent liability of said Additional Insured. This endorsement does not apply to Bodily Injury. Property Damage or Loss arising out of the sole negligence or willful conduct of, or for defects in design furnished by the Additional Insured. As respects the coverage afforded the Additional Insured, this insurance is primary and non-contributory where a written contractor written agreementin effect prior to any related Claim requires you to provide such coverage. When this insurance isprimary and non-contributory, our obligations are not affected by any other insurance carried directly by such additional insured whether it is primary or excess coverage. However, regardless of the provisions above: We will not extend any insurance coverage to the additional Insured person or organization: (1)That is not provided to you in this Policy; or (2)That is broader coverage than you are required to provide to the additional Insured person or organization in the written contract or written agreement. This endorsement does not increase the Company’s Limits of Insurance as specified in the Declarations of the Policy. SCHEDULE OF ADDITIONAL INSUREDS As required by written contract in effect prior to any related SPP 0024 (Ed.06 12)Page1of 1 EndorsementNo.7 EffectiveDate: 09/01/2025@12:01a.m.StandardTimeattheaddressoftheNamedInsured PolicyNumber:SP002747-08-2025 InsuredName:Tait& Associates, Inc. IssuingCompany:AXISSurplusInsuranceCompany Additional(Return)Premium:$0 IftheEndorsementEffectiveDateisblank,thentheeffectivedateofthisEndorsementistheInceptionDateofthePolicy. NAMEDINSUREDEXTENSION THISENDORSEMENTMODIFIESTHEPOLICY. PLEASE READITCAREFULLY. ThisendorsementmodifiesinsuranceprovidedbytheSpecialtyPackagePolicy In consideration of the premium charged,it is agreedthat the entities in the following schedule are included as Named Insureds in Item 1. of the Declarations. The First Named Insured designated in Item 1. of the Declarations shall remain unchanged. SCHEDULE TaitEnvironmentalServices,Inc. DBA Tait EnvironmentalManagement DBA Tait EnvironmentalSystems DBA Tait Electric DBA Tait RangeServices HavillEngineering TAITParkcenterAssociates,LLC EnvironmentalServicesProperties,LLC TheTaitFamilyTrust TheK.RichardTaitandKathrynA.TaitLivingTrust ThomasF.TaitFamilyTrust RCTradeCenterAssociates,LLC YellowRoofDevelopment,LLC 2130Orangewood,LLC 20214thStreet,LLC WillowSpringsInvestments,a California generalpartnership WhitewaterGroupLLC HT Land Partners,LLC HoimeDevelopment,LLC TaitLand,Inc. TaitDevelopment,LLC Kenneth R. Tait, an Individual Thomas F. Tait, an Individual Kenneth E. Tait, an Individual Trevor Tait, an Individual Victoria and Trevor Tait Family Trust Tait CP, LLC HT Land Partners 200, LLC HT Land Partners 300, LLC HT Mineral Partners, LLC TRT Development 200, LLC The Daniel W Hinson Family Trust Tait Orcutt, LLC SPP 0054 (Ed. 12 10) Page1of 2 EndorsementNo. 8 EffectiveDate: 09/01/2025 @12:01 a.m.StandardTimeattheaddressoftheNamedInsured Policy Number: SP002747-08-2025 InsuredName:Tait&Associates,Inc. IssuingCompany:AXISSurplusInsuranceCompany Additional(Return)Premium:$0 IftheEndorsementEffectiveDateisblank,thentheeffectivedateofthisEndorsementistheInception DateofthePolicy. ENDORSEMENT - NOTICE OF CANCELLATION TO CERTIFICATE HOLDERS THIS ENDORSEMENT MODIFIES THE POLICY. PLEASE READ IT CAREFULLY. This endorsement modifies the SPECIALTY PACKAGE POLICY. In consideration of the premium charged, it is agreed that in the event you or we cancel this Policy prior to the expiration date, we will endeavor to provide a thirty (30) day notice of such cancellation to certificate holders, provided that: 1.you are under an existing contractual obligation to notify such certificate holders when this Policy is cancelled; and 2.you have provided the following to us, either directly orindirectly, through your broker of record: a.The name of the entity shown on the certificate; and b.The address of such entity where notification may be mailed. We shall not provide a thirty (30) day notice if the cancellation is due to nonpayment of premium to us or to a finance company authorized to cancel the Policy. Such notice of cancellation will be provided via mail to the certificate holders. Proof that we have mailed the notice of cancellation, using the information provided by you, will serve as proof that we have fully satisfied our obligations under this endorsement. Such notice of cancellation is provided on an informational basis and solely to assist you in meeting your contractual notice requirements to such parties. Our failure to provide such advance notice to the certificate holder(s) will not extend any Policy cancellation date, negate any cancellation of the Policy, or grant, alter, or extend any rights or obligations under this Policy and we shall have no liability for failure to provide the notice herein. All other terms and conditions of the Policy shall apply and remain unchanged. SPP 0063 (Ed. 01 17)Page 1 of1 EndorsementNo. 11 EffectiveDate: 09/01/2025 @12:01 a.m.StandardTimeattheaddressoftheNamedInsured Policy Number: SP002747-08-2025 InsuredName:Tait&Associates,Inc. IssuingCompany:AXISSurplusInsuranceCompany Additional(Return)Premium:$0 IftheEndorsementEffectiveDateisblank,thentheeffectivedateofthisEndorsementistheInception DateofthePolicy. DESIGNATED CONSTRUCTION PROJECT(S) GENERAL AGGREGATE LIMIT ENDORSEMENT (GENERALLIABILITY COVERAGE) THIS ENDORSEMENT MODIFIES THE POLICY. PLEASE READ IT CAREFULLY. This endorsement modifies the Specialty Package Policy. Schedule of Designated Projects: As required by written contract in effect prior to any related Claim A.Subject to paragraph E. below, for all damages under Coverage A, except damages because of BodilyInjury orProperty Damage included in the Products-Completed OperationsHazard, to which this insurance applies and which can be attributed only to a single designated project shown in the Schedule above (“Designated Project”): 1.A separate Designated Project General Aggregate Limit applies to eachDesignated Project, and that limit is equal to the amount of the General Aggregate Limit shown in the Declarations. This Designated Project General Aggregate Limit applies on a primary non- contributory basis where required by written contract in effect prior to any associated claim. 2.The Designated Project General Aggregate Limit is the most we will pay for the sum of all such damages andLoss, regardless of the number of: a.Insureds; b.Claims made orSuits brought; or c.Persons or organizations making Claimsor bringing Suits. 3.Any payments made for such damages shall reduce the Designated Project General Aggregate Limit for that designated project. Such payments shall not reduce the General Aggregate Limit shown in the Declarations nor shall they reduce any other Designated Project General Aggregate Limit for any other Designated Project shown in the Schedule above. 4.The limits shown in the Declarations for Each Occurrence and for Damage to Premises Rented to You continue to apply to a Designated Project. However, instead of being subject to the General Aggregate Limit shown in the Declarations, such limits will be subject to the applicable Designated Project General Aggregate Limit. SPP 0107 (Ed. 05 16)Page 1 of 2 B.For all sums which the insured becomes legally obligated to pay as damages under Coverage A to which this insurance applies and which cannot be attributed only to a single Designated Project shown in the Schedule above: 1.Any payments made for such damages shall reduce the amount available under the General Aggregate Limit or the Products-Completed Operations Aggregate Limit, whichever is applicable; and 2.Such payments shall not reduce any Designated Project General Aggregate Limit. C.When coverage for liability arising out of the Products-Completed Operations Hazard is provided, any payments for damages because of Bodily Injury or Property Damage included in theProducts-Completed Operations Hazard will reduce the Products-Completed Operations Aggregate Limit, and shall not reduce the General Aggregate Limit or the Designated Project General Aggregate Limit. D.The provisions of SECTION IV – LIMITS OF INSURANCE AND DEDUCTIBLE not otherwise modified by this endorsement shall continue to apply as stipulated. E.Regardless of the number of locations or projects and any other circumstance or payments made under this Policy, including payments made for Claims covered under the General Aggregate, the Products Completed Operations Aggregate or any Pollution Aggregate as applicable, the total amount we will pay under this insurance policy for any and all project(s) designated within this endorsement shall be no more than the Designated Construction Project General Aggregate Limit shown below: Designated Construction Project General Aggregate Limit: $10,000,000 In the event that no dollar amount is shown next to the Designated Construction Project General Aggregate Limit above, the Designated Construction Project General Aggregate Limit shall be $10,000,000. All other terms and conditions of this Policy remain unchanged. SPP 0107 (Ed. 05 16)Page 2 of 2 EndorsementNo.12 EffectiveDate: 09/01/2025@12:01a.m.StandardTimeattheaddressoftheNamedInsured PolicyNumber:SP002747-08-2025 InsuredName:Tait& Associates, Inc. IssuingCompany:AXISSurplusInsuranceCompany Additional(Return)Premium:$0 IftheEndorsementEffectiveDateisblank,thentheeffectivedateofthisEndorsementistheInceptionDateofthe Policy. PRIMARY AND NONCONTRIBUTORY OTHER INSURANCE CONDITION This endorsement modifies insurance provided under the following: SPECIALTY PACKAGE POLICY The following is added toSECTION VI, COMMON CONDITIONS, Paragraph 9, Other Insurance. It 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. Includes copyrighted material of Insurance Services Office, Inc with its permission CG 20 01 04 13 SPP 2001 04 (04 14) Page 1 of 1 EndorsementNo.17 EffectiveDate: 09/01/2025@12:01a.m.StandardTimeattheaddressoftheNamedInsured PolicyNumber: SP002747-08-2025 InsuredName:Tait& Associates, Inc. IssuingCompany:AXISSurplusInsuranceCompany Additional(Return)Premium:$0 IftheEndorsementEffectiveDateisblank,thentheeffectivedateofthisEndorsementistheInceptionDateofthePolicy. ADDITIONAL INSURED – OWNERS, LESSEES OR CONTRACTORS – SCHEDULED PERSON OR ORGANIZATION This endorsement modifies insurance provided under the following: SPECIALTY PACKAGE POLICY SCHEDULE Name Of Additional Insured Person(s) OrOrganization(s)Location(s) Of CoveredOperations As required by written contract in effect prior to any As required by written contract in effect prior to any related related Claim Information required to complete this Schedule, if not shown above, will be shown in the Declarations. A.Section III – Who Is An Insured is amended toB.With respect to the insurance afforded to these include as an additional insured the person(s) oradditionalinsureds, the following additional organization(s) shown in the Schedule, but onlyexclusions apply: with respect to liability for Bodily Injury, Property This insurance does not apply to Bodily Injury or Damageor Personal And Advertising Injury Property Damage occurring after: caused, in whole or in part, by: 1.All work, including materials, parts or 1.Your acts or omissions; or equipment furnished in connection with such 2.The acts or omissions of those acting on yourwork, on the project (other than service, behalf;maintenance or repairs) to be performed by or on behalf of the additional insured(s) at the in the performance of your ongoing operations for location of the covered operations has been the additional insured(s) at the location(s) completed; or designated above. 2.That portion ofYour Work out of which the However: injury or damage arises has been put to its 1.The insurance afforded to such additional intended use by any person or organization insured only applies to the extent permitted by other than another contractor or subcontractor law; and engaged in performing operations for a principal as a part of the same project. 2.If coverage provided to the additional insured is required by a contract or agreement, the insurance afforded to such additional insured will not be broader than that which you are required by the contract or agreement to provide for such additional insured. Includes copyrighted materialof Insurance Services Office, Inc with its permission CG 20 10 04 13 SPP 2010 13 (02 14)Page1of 2 whichever is less. C.With respect to the insurance afforded to these additional insureds, the following is added toThisendorsement shall not increase the Section IV – Limits Of Insurance:applicable Limits of Insurance shown in the Declarations. If coverage provided to the additional insured is required by a contract or agreement, the most we will pay on behalf of the additional insured is the amount of insurance: 1.Required by the contract or agreement; or 2.Available under the applicable Limits of Insurance shown in the Declarations; Includes copyrighted material of Insurance Services Office, Inc with its permission CG 20 10 04 13 SPP 2010 13 (02 14)Page 2 of 2 EndorsementNo.19 EffectiveDate: 09/01/2025@12:01a.m.StandardTimeattheaddressoftheNamedInsured PolicyNumber: SP002747-08-2025 InsuredName:Tait& Associates, Inc. IssuingCompany:AXISSurplusInsuranceCompany Additional(Return)Premium:$0 IftheEndorsementEffectiveDateisblank,thentheeffectivedateofthisEndorsementistheInceptionDateofthePolicy. ADDITIONAL INSURED – LESSOR OF LEASED EQUIPMENT This endorsement modifies insurance provided under the following: SPECIALTY PACKAGE POLICY SCHEDULE Name Of Additional Insured Person(s) Or Organization(s): As required by written contract in effect prior to any related Information required to complete this Schedule, if not shown above, will be shown in the Declarations. A.Section III – Who Is An Insured is amended toB.With respect to the insurance afforded to these include as an additional insured the person(s) oradditional insureds, this insurance does not apply organization(s) shown in the Schedule, but onlyto any "occurrence" which takes place after the with respect to liability for Bodily Injury orequipment lease expires. Property Damage or Personal And Advertising C.With respect to the insurance afforded to these Injurycaused, in whole or in part, by your additional insureds,the following is added to maintenance, operation or use of equipment Section IV – Limits Of Insurance: leased to you by such person(s) or If coverage provided to the additional insured is organization(s). required by a contract or agreement, the most we However: will pay on behalf of the additional insured is the 1.The insurance afforded to such additionalamount of insurance: insured only applies to the extent permitted by 1.Required by the contract or agreement; or law; and 2.Available under the applicable Limits of 2.If coverage provided to the additional insured is Insurance shown in the Declarations; required by a contract or agreement, the whichever is less. insurance afforded to such additional insured will not be broader than that which you are Thisendorsementshallnot increase the required by the contract or agreement to applicable Limits of Insurance shown in the provide for such additional insured. Declarations. Includes copyrighted material of Insurance Services Office, Inc with its permission CG 20 28 04 13 SPP 2028 13 (04 14)Page1of 1 EndorsementNo.26 EffectiveDate: 09/01/2025@12:01a.m.StandardTimeattheaddressoftheNamedInsured PolicyNumber: SP002747-08-2025 InsuredName:Tait& Associates, Inc. IssuingCompany:AXISSurplusInsuranceCompany Additional(Return)Premium:$0 IftheEndorsementEffectiveDateisblank,thentheeffectivedateofthisEndorsementistheInceptionDateofthePolicy. WAIVER OF TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO US This endorsement modifies insurance provided under the following: SPECIALTY PACKAGE POLICY SCHEDULE Name Of Person Or Organization: As required by written contract in effect prior to any related Information required to complete this Schedule, if not shown above, will be shown in the Declarations. The following is added to Paragraph 12. SubrogationofSection VI – Common Conditions: We waive any right of recovery we may have against the person or organization shown in the Schedule above because of payments we make for injury or damage arising out of your ongoing operations or Your Work done under a contract with that person or organization and included in the Products- Completed Operations Hazard. This waiver applies only to the person or organization shown in the Schedule above. Includes copyrighted material of Insurance Services Office, Inc with its permission CG 24 04 05 09 SPP 2404 09 (04 14)Page 1 of 1 Policy: 7034395486 CNA63359XX (Ed. 04/12) THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. CONTRACTORS EXTENDED COVERAGE ENDORSEMENT -BUSINESS AUTO PLUS - This endorsement modifies insurance provided under the following: BUSINESS AUTO COVERAGE FORM 4.An "employee" of yours is an "insured" I.LIABILITY COVERAGE while operating an "auto" hired or rented A.Who Is An Insured under a contract or agreement in that "employee's" name, with your permission, The following is added to Section II, Paragraph while performing duties related to the A.1., Who Is An Insured: conduct of your business. 1.a.Any incorporated entity of which the "Policy," as used in this provision A. Who Is An Named Insured owns a majority of the Insured, includes those policies that were in voting stock on the date of inception of force on the inception date of this Coverage this Coverage Form; provided that, Form but: b.The insurance afforded by this 1.Which are no longer in force; or provision A.1.does not apply to any such entity that is an "insured" under 2.Whose limits have been exhausted. any other liability "policy" providing B.Bail Bonds and Loss of Earnings "auto" coverage. 2.Any organization you newly acquire or form,Section II, Paragraphs A.2. (2) and A.2. (4) other than a limited liability company,are revised as follows: partnership or joint venture, and over which 1.In a.(2), the limit for the cost of bail bonds is you maintain majority ownership interest. changed from $2,000 to $5,000; and The insurance afforded by this provision 2.In a.(4), the limit for the loss of earnings is A.2.: changed from $250 to $500 a day. a.Is effective on the acquisition or C.Fellow Employee formation date, and is afforded only until the end of the policy period of this Section II, Paragraph B.5does not apply. Coverage Form, or thenext anniversary Such coverage as is afforded by this provision of its inception date, whichever is C. is excess over any other collectible earlier. insurance. b.Does not apply to: II.PHYSICAL DAMAGE COVERAGE (1)"Bodily injury" or "property damage" A.Glass Breakage – Hitting A Bird Or Animal – caused by an "accident" that Falling Objects Or Missiles occurred before you acquired or formed the organization; or The following is added to Section III, Paragraph A.3.: (2)Any such organization that is an "insured" under any other liability With respect to any covered "auto," any "policy" providing "auto" coverage. deductible shown in the Declarations will not apply to glass breakage if such glass is 3.Any person or organization that you areAny person or organization that you areAny person or organization that you are repaired, in a manner acceptable to us, rather required by a written contract to name asrequired by a written contract to name asrequired by a written contract to name as than replaced. an additional insured is an "insured" an additional insured is an "insured" butbut onlyonlyonly with respect to their legal liability for with respect to their legal liability for with respect to their legal liability for B.Transportation Expenses acts or omissions of a person, who qualifiesacts or omissions of a person, who qualifiesacts or omissions of a person, who qualifies Section III, Paragraph A.4.a.is revised, with as an "insured" under Section II as an "insured" under Section II – – Who IsWho Is respect to transportation expense incurred by An Insured and for whom Liability CoverageAn Insured and for whom Liability CoverageAn Insured and for whom Liability Coverage you, to provide: is afforded under this policy. is afforded under this policy. is afforded under this policy. If required byIf required byIf required by written contract, this insurance will bewritten contract, this insurance will bewritten contract, this insurance will be a.$60 per day, in lieu of $20; subject to primary and nonprimary and nonprimary and non--contributory to insurancecontributory to insurancecontributory to insurance b.$1,800 maximum, in lieu of $600. on which the additional insured is a Namedon which the additional insured is a Named Insured.Insured. C.Loss of Use Expenses CNA63359XX Copyright, CNA Corporation, 2000.Page1 of 3 (Ed. 04/12)Includes copyrighted material of the Insurance Services Office usedwith its permission. Policy: 7034395486 CNA63359XX (Ed. 04/12) Section III, Paragraph A.4.b.is revised, with c.Physical Damage Coverage on a covered respect to loss of use expenses incurred by "auto" also applies to "loss" to any you, to provide:permanently installed electronic equipment including its antennas and other a.$1,000 maximum, in lieu of $600. accessories. D.Hired "Autos" d.A $100 per occurrence deductible applies to the coverage provided by this provision. The following is added to Section III. Paragraph A.: G.Diminution In Value 5.Hired "Autos" The following is added to Section III, Paragraph B.6.: If Physical Damage coverage is provided under this policy, and such coverage does not extend Subject to the following, the "diminution in to Hired Autos, then Physical Damage coverage value" exclusion does not apply to: is extended to: a.Any covered "auto" of the private a.Any covered "auto" you lease, hire, rent passenger type you lease, hire, rent or or borrow without a driver; and borrow, without a driver for a period of 30 days or less, while performing duties b.Any covered "auto" hired or rented by related to the conduct of your business; your "employee" without a driver, under and a contract in that individual "employee's" name, with your b.Any covered "auto" of the private permission, while performing duties passenger type hired or rented by your related to the conduct of your business. "employee" without a driver for a period of 30 days or less, under a contract in c.The most we will pay for any one that individual "employee's" name, with "accident" or "loss" is the actual cash your permission, while performing value, cost of repair, cost of duties related to the conduct of your replacement or $75,000, whichever is business. less, minus a $500 deductible for each covered auto. No deductible applies to c.Such coverage as is provided by this "loss" caused by fire or lightning. provision is limited to a "diminution in value" loss arising directly out of d.The physical damage coverage as is accidental damage and not as a result provided by this provision is equal to of the failure to make repairs; faulty or the physical damage coverage(s) incomplete maintenanceor repairs; or provided on your owned "autos." the installation of substandard parts. d.The most we will pay for "loss" to a e.Such physical damage coverage for covered "auto" in any one accident is hired "autos" will: the lesser of: (1)Include loss of use, provided it is (1)$5,000; or the consequence of an "accident" for which the Named Insured is (2)20% of the "auto's" actual cash legally liable, and as a result of value (ACV). which a monetary loss is sustained by the leasing or rental concern.III.Drive Other Car Coverage –Executive Officers (2)Such coverage as is provided byThe following is added to Sections II and III: this provision will be subject to a 1.Any "auto" you don't own, hire or borrow is a limit of $750 per "accident." covered "auto" for Liability Coverage while being used by, and for Physical Damage E.Airbag Coverage Coverage while in the care, custody or control The following is added to Section III, of, any of your "executive officers," except: Paragraph B.3.: a.An "auto" owned by that "executive officer" The accidental discharge of anairbag shall not or a member of that person's household; or be considered mechanical breakdown. b.An "auto" used by that "executive officer" F.Electronic Equipment while working in a business of selling, servicing, repairing or parking "autos." Section III, Paragraphs B.4.c and B.4.d.are deleted and replaced by the following: CNA63359XX Copyright, CNA Corporation, 2000.Page 2 of 3 (Ed. 04/12)Includes copyrighted material of the Insurance Services Office usedwith its permission. Policy: 7034395486 CNA63359XX (Ed. 04/12) Such Liability and/or Physical Damage We waive any right of recovery we may have, We waive any right of recovery we may have, We waive any right of recovery we may have, because of payments we make for injury or because of payments we make for injury or because of payments we make for injury or Coverage as is afforded by this provision. damage, against any person or organization for damage, against any person or organization for damage, against any person or organization for (1)Equal to the greatest of those whom or which you are required by written whom or which you are required by written whom or which you are required by written coverages afforded any covered "auto"; contract or agreement to obtain this waiver from contract or agreement to obtain this waiver from contract or agreement to obtain this waiver from and us. us. (2)Excess over any other collectible This injury or damage must arise out of your insurance. activities under a contract with that person or organization. 2.For purposes of this provision, "executive officer" means a person holding any of the You must agree to that requirement prior to an officer positions created by your charter, "accident" or "loss." constitution, by-laws or any other similar C.Concealment, Misrepresentation or Fraud governing document, and, while a resident of the same household, includes that person's The following is added to Section IV, spouse. Paragraph B.2.: Such "executive officers" are "insureds" while Your failure to disclose all hazards existing on the using a covered "auto" described in this date of inception of this Coverage Form shall not provision. prejudice you with respect to the coverage afforded provided such failure or omission is not intentional. IV.BUSINESS AUTO CONDITIONS D.Other Insurance A.Duties In The Event Of Accident, Claim, Suit Or Loss The following is added to Section IV, The following is added to Section IV,Paragraph B.5.: Paragraph A.2.a.: Regardless of the provisions of Paragraphs 5.a. and5.d.above, the coverage provided by this (4)Your "employees" may know of an policy shall be on a primary non-contributory "accident" or "loss." This will not mean basis. This provision is applicable only when that you have such knowledge, unless such "accident" or "loss" is known torequired by a written contract. That written you or if you are not an individual, tocontract must have been entered into prior to any of your executive officers or"Accident" or "Loss." partners or your insurance manager. E.Policy Period, Coverage Territory The following is added to Section IV, Section IV, Paragraph B. 7.(5).(a).is revised Paragraph A.2.b.: to provide: (6)Your "employees" may know of a.45 days of coverage in lieu of 30 days. documents received concerning a claim or "suit." This will not mean that you V.DEFINITIONS have such knowledge, unless receipt of Section V. Paragraph C.is deleted and replaced such documents is known to you or if by the following: you are not an individual, to any of your executive officers or partners or your "Bodily injury" means bodily injury, sickness or insurance manager. disease sustained by a person, including mental anguish, mental injury or death resulting from any of B.Transfer Of Rights Of Recovery AgainstTransfer Of Rights Of Recovery AgainstTransfer Of Rights Of Recovery Against these. Others To UsOthers To Us The following is added to Section IV, Paragraph A.5. Transfer Of Rights Of Recovery Against Others To Us: CNA63359XX Copyright, CNA Corporation, 2000.Page 3 of 3 (Ed. 04/12)Includes copyrighted material of the Insurance Services Office usedwith its permission. Waiver Of Subrogation (Workers Compensation Policy) BLANKET WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS This endorsement changes the policy to which it is attached. It is agreed that Part One - Workers’ Compensation Insurance G. Recovery From Othersand Part Two - Employers’ Liability Insurance H. Recovery From Othersare amended by adding the following: We will not enforce our right to recover against persons or organizations. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) PREMIUM CHARGE - Refer to the Schedule of Operations The charge will be an amount to which you and we agree that is a percentage of the total standard premium for California exposure. The amount is Blanket Waiver of Subrogation Percentage Charge%. All other terms and conditions of the policy remain unchanged. This endorsement, which forms a part of and is for attachment to the policy issued by the designated Insurers, takes effect on the Policy Effective date of said policy at the hour stated in said policy, unless another effective date (the Endorsement Effective Date) is shown below, and expires concurrently with said policy unless another expiration date is shown below. Form No: G-19160-B(11-1997) Policy No:7034395505/ 7034395522 Endorsement EffectiveDate:9/1/25Endorsement Expiration Date:9/1/25 Policy Effective Date:9/1/25 Endorsement No:1 © Copyright CNA All Rights Reserved. It is understood and agreed that: If you have agreed under written contract to provide notice of cancellation to a party to whom the Agent of Record has issueda Certificate of Insurance, and if we cancel a policy term described on that Certificate of Insurance for any reason other than nonpayment of premium, then notice of cancellation will be provided to such Certificate Holders at least 30 days in advance of the date cancellation is effective. If notice is mailed, then proof of mailing to the last known mailing address of the Certificate Holder on file with the Agent of Record will be sufficient to prove notice. Any failure by us to notify such persons or organizations will not extend or invalidate such cancellation, or impose any liability or obligation upon us or the Agent of Record. FormNo:CC68021A (02-2013)1 Policy No:7034395505/ 7034395522 Policy Effective Date:9/1/25 Policy Page:1 of 1 © CNA All Rights Reserved.