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HomeMy WebLinkAboutPSOMAS (10)A-2020-241-34-02 INSURANCE ON FILE WORK MAY PROCEED MAYOR UNTILI NCE EXPIRES Valerie Amezcua MAYOR PRO TEM CITY CLERK Jessie Lopez DATE: COUNCILMEMBERS Phil Bacerra Johnathan Ryan Hernandez David Penaloza Thai Viet Phan Benjamin Vazquez uo) (�, •Sa{-ratn� i�r November 1, 2023 CITY OF SANTA ANA PLANNING AND BUILDING AGENCY 20 Civic Center Plaza • P.O. Box 1988 Santa Ana, California 92702 www.santa-ana.ora Psomas Attn: Rose Fistrovic, VP Land Use & Entitlements 865 South Figueroa Street, Suite 3200 Los Angeles, CA 90017 ACTING CITY MANAGER Steven Mendoza CITY ATTORNEY Sonia R. Carvalho CITY CLERK Jennifer L. Hall Re: Planning and Technical Services to Prepare a Research Study of Unpermitted Dwelling Unit Programs Dear Ms. Fistrovic, Pursuant to Section 1 ("Scope of Services") of Agreement No. A-2020-241-34 entered into by Psomas ("Consultant") and the City of Santa Ana, dated July 10, 2023, Consultant hereby accepts this Letter Agreement for an assignment for on -call planning and technical services for the project listed above. Consultant shall complete the services per the proposal dated October 6, 2023 (attached as Exhibit A to this Letter Agreement) by June 30, 2024. Compensation is subject to Section 2 of the Agreement and the total compensation for this assignment shall not exceed $50,000. All other terms and conditions of said Agreement remain unchanged and in full force and effect. If you have any questions regarding this matter, please contact Holli Safran in the Planning and Building Services Agency at (714) 667-2746. Sincerel Minh Thai Executive Director Planning & Building Services Agency APPROVED AS TO FORM: Sonia R. Carvalho City Attorney , M;4 Jose Montoya Assistant City Attorney A-2020-241-34; Side letter 2 Valerie Amezcua Jessie Lopez Thai Viet Phan Mayor Mayor Pro Tem, Ward 3 Ward 1 yamezcua(�santa•ana.ora tessielooezlo7santa-ana.oro Icthankdsanta-ana.ora AONSULITANT Rose Fistrovic VP Land Use & Entitlements Psomas SANTA ANA CITY COUNCIL Benjamin Vazquez Phil Bacerra Johnalhan Ryan Hernandez David Penal= Ward 2 Ward 4 Ward 5 Ward 6 bvazauez(o)santa•ana.ora obacerra�santa•ana.ora PyanhernandazOsanta•ana ora doenaloza(tsama-ana.ora A-2020-241-34-02 Exhibit A to Side Letter 2 1. Project Understanding Incorporated in 1886, the City of Santa Ana has a rich cultural history that is reflected throughout its neighborhoods and downtown area. As the seat of Orange County, Santa Ana has grown into one of the most socioeconomic, transit -oriented, and diverse urban centers and gateway cities in the region. Today, the City is regional hub for retail, manufacturing, commerce, entertainment and tourism, resulting in a high demand for housing, with the potential to result in informal or unpermitted dwelling units (UDU) throughout the city as detailed below. High Demands for Housing In 2022, the U.S. Census reported a total population of 308,203 residents living in 82,395 housing units. Of these, 56.4% of Santa Ana households are considered lower income, compared to 40.5% Countywide. Further, a total of 18,185 households (approximately 24%) are classified as Extremely -Low Income Households, with 14,255 (or 78%) being renter -occupied. Furthermore, the U.S Census reports that the median "Persons per Household" in Santa Ana is 4.04 (or 37% higher) when compared to 2.97 in Orange County, and 2.94 in Los Angeles County.' In line with these findings, the 2021-2029 Housing Element and Regional Housing Needs Allocation (RHNA) requires the city to enable the development of at least 3,137 new housing units by 2029. Given the high demand for housing, especially for lower income individuals and families, the potential risk for UDUs also remains high. As evident by their unpermitted and illegal nature, UDUs are not actively tracked or known by city officials and have a high potential to for faulty or dangerous construction, poor livability, air quality, lighting and access, and disproportionate economic costs and rents for the occupants. In preparation of this scope, the Psomas team conducted initial research on current programs, policies, and ordinances within the City of Santa Ana. Our team found that only a portion of the Zoning Code, Section 41-619(a) — Prohibited additions to residential buildings, clearly addresses UDUs stating, "No addition shall be made to a residential building if such addition would promote the ability of the owner or occupant of the building to create an illegal additional dwelling unit in the building." Beyond the Zoning Code, in October 2022, the City of Santa Ana became the first city in Orange County to enact a Rent Stabilization Ordinance (No. NS-3027) that would require all landlords to register all rental units. Pursuant to the Ordinance: "Commencing October 1, 2023, the City may commence enforcement against any Landlord who fails to register a Rental Unit, or provide current and accurate data regarding a Rental Unit, according to this Division." While the ordinance presumably gives the City the authority to enforce existing UDUs, the ordinance itself does not clearly lay out a process or program for doing so. Through this proposal, Psomas will provide the necessary research of existing UDU programs in California from which the City of Santa Ana can begin to construct its own local policy and procedures to address UDUs. Our research will not only look at cities that are limiting or removing the presence of UDUs, but it will also explore best practices and programs that incentivize and encourage legalization of UDUs, bringing such units up to code and livable quality, so that they can provide value to property owners as well as legally -contributing units to the City's housing stock. i U.S. Census: Quick Facts (2017-2021 reporting period). https://www.census.gov/quickfacts. Exhibit A to Side Letter 2 2. Scope of Work The Psomas team appreciates the opportunity to partner with City of Santa Ana on this comprehensive study of unpermitted dwelling units. As detailed below, our team is equipped to provide the technical research necessary, has first-hand experience in the enforcement and resolution of UDUs from within the public sector, and has extensive experience navigating the planning and entitlement processes in numerous cities as we have led multiple private clients to successfully legalize UDUs in recent years. Please see Section 6 below for samples of recent UDU projects. Providing an Experienced Project Team The success of a project depends heavily on staff capabilities, personal experience, communication, and project management. Our project lead, Gabriel Barreras, will be the primary researcher and point of contact for the city. Based in our Los Angeles office, Gabriel brings 17 years of experience in planning, urban design, historic preservation, and community outreach. His experience includes serving as a Senior/Historic Planner in the City of Long Beach, where he managed numerous planning and code enforcement cases related to UDUs. This unique perspective provides Gabriel with the ability to apply best practices for UDUs, understanding both the public sector's perspective and the concerns of private property owners who are navigating this complex issue. Existing Conditions & GIS Analysis The Psomas team will also have the benefit of having Planning research and GIS support. One of our primary tasks will be to work with City staff to request several datasets and permit records from the City, pending availability. Ideally, we aim to receive location data on current and known UDU cases with Planning, Code Enforcement, and the Building and Safety Department. Our goal is to then use this data to identify any hotspots or high -frequency areas of UDU cases. We will then overlay this location data with numerous demographics, such as: • Housing typology (i.e., single family or multi -family, attached/detached) • Housing tenure (renter vs home -owner occupancy) • Age of occupied housing units (year built) • Family size • Household income • Ethnic and linguistic background • Existing UDU characteristics, if available (attached or detached, unpermitted granny flats or garage conversions, etc.) The results of the Existing Conditions and GIS Analysis will be key in helping the City frame their response and priorities for a future UDU program or ordinance with an emphasis on equity, as described below. Identifying Precedents & Best Practices At a time when the demand for housing is at an all-time high, cities must balance UDU programs to provide safe and high -quality living conditions, while also providing for an ever-growing housing need. As requested, the Psomas team will research current UDU ordinances and programs that exist throughout the state. We will provide a comparative analysis of such programs, with an emphasis on cities that have a similar size and scale to Santa Ana. We will explore various aspects of UDU programs such as: Exhibit A to Side Letter 2 • Application requirements and fees • Required development standards ("grandfathering") • Which departments are involved in the review and approval process • What are potential barriers or non-starters for UDU projects • Estimated timeline to navigate and complete a UDU application • Any incentives or relief offered by a jurisdiction to encourage the safe legalization of UDUs (i.e., fee waivers, development standards and parking relief, or acceptance of pre-existing conditions) Cities with UDU amnesty or incentive programs such as Long Beach, may serve as an example of how to encourage and assist property owners in the legalization of UDUs, offering benefits such as fee waivers, reduced inspection fees, or assistance with permitting separate utility meters. Such programs may implement equity protections for owners and tenants or include affordability stipulations for legalized UDUs, to receive incentivized benefits. Through this comparative analysis, we will coordinate with City staff through an iterative research and writing process, using a redline/strikeout document format, to identify best practices that may be considered for Santa Ana. Utilizing California Status & ADU Programs There are many jurisdictions throughout California that do not have a dedicated UDU ordinance or program. In many of these cases, city planning staff default to utilizing local and state Accessory Dwelling Unit programs for UDU legalizations. As such, our team will summarize recent changes in California's ADU laws (i.e., SB 4, AB 68 / AB 881 and SB 13) that may facilitate UDU legalization; however, ADU statues may also have their limitations regarding building size, underlying zone, and maximum number of units permitted for legalization. We will help the City determine when current ADU laws may be the preferred path for unit legalization, and under what conditions a separate UDU ordinance or program may be beneficial. Addressing Equity in UDU Policy Lastly, our Scope of Work will consider implications of equity for legalizing Unpermitted Dwelling Units. According to a 2022 report by the Terner Center for Housing Innovation at the University of California Berkeley, the majority of legalizations of UDUs using ADU laws has been disproportionately concentrated in affluent areas whose residents may be more willing or able to pursue an approved ADU.Z However, we also know that housing demands and shortages are concentrated in poorer communities. To this end, we will partner with the City to consider how equity and access to UDU programs can be structured or incentivized for economically -disadvantaged communities so that a future UDU ordinance is not onerous or restrictive. I Project Tasks Task 1— Project Outline, Management, and Coordination: As requested, Psomas proposes to complete the scope of the Research Study of Unpermitted Dwelling Unit Programs within eight (8) months, with a contract end date of June 30, 2024, unless an unforeseen delay occurs, requiring an extension. Deliverables — Psomas agrees to producing the following deliverables: 1.a: Project outline (see anticipated Project Schedule below) z UC Berkeley: Tenner Center for Housing and Innovation (August 2022). "ADUs for All: Breaking Down Barriers to Racial and Economic Equity in Accessory Dwelling Unit Construction." https:Hternercenter.berkeley.edu/wp- content/uploads/2022/08/ADU-Equity-August-2022-Final. pdf Exhibit A to Side Letter 2 1.b: Bi-weekly project management meetings between consultant and City staff. 1.c: Agenda and meeting summaries as needed for each meeting. Task 2 — Project Kick-off: Psomas will coordinate a kick-off meeting with the City. The Psomas team will be introduced for all planning services. This meeting provides an opportunity to identify preferred contacts and communication methods, discuss and/or confirm the approach to the project, and identify key community issues and concerns. Crucial issues that affect the City of Santa Ana will be discussed so that all parties agree to the Scope of Work described above. Additionally, the schedule will be discussed and key milestones will be defined. Psomas will prepare an agenda for and arrange the meeting. Deliverables — Psomas agrees to producing the following deliverables: 2.a: Kick-off meeting to refine scope of services, budget, and project schedule. 2.b: Agenda and meeting summary for kick-off meeting. Task 3 — Research of Best Practices: The Psomas team will research current UDU ordinances and programs that exist throughout the state, with an emphasis on jurisdictions that are of similar size and urbanized setting to the City of Santa Ana. We agree to research the path to legalization, program fees, incentives, restrictions, and other unique requirements of each program as it relates to each jurisdiction. Deliverables — Psomas agrees to producing the following deliverables: 3.a: A complete audit of the existing unpermitted dwelling unit legalization programs, in jurisdictions agreed upon with the City. 3.b: Key research findings will be made available in Word format for City staff to review and provide redlines, strikeouts, or comments for further consideration and research. 3.c: Psomas will provide follow up edits, as needed, in redline/strikeout format to track changes throughout the writing process. Task 4 — Program Recommendations: Following the analysis in Task 3, Psomas will provide recommendations based on the priorities and best alignment with local opportunities and challenges in the City of Santa Ana. Psomas will identify opportunities, incentives and barriers that may be most relevant for the City to consider. Recommendations will be supported by data and GIS findings and will be considered for their balance of equity and practicality. Deliverables — Psomas agrees to producing the following deliverables: 4.a: Psomas will draft a report of program recommendations and implementation plans and considerations for the City. This document will be a draft for City staff to review in Word format and provide redlines, strikeouts, or comments for further consideration and research. 4.b: Psomas will provide follow up edits, as needed, in redline/strikeout format to track changes throughout the writing process. Exclusions: This proposal does not include the drafting of City ordinances, staff reports, public notices, presentations or other materials that would be actionable items for a public hearing. Task 5 — Final Document Deliverables — Psomas agrees to producing the following deliverables: 5.a: Psomas will prepare a final report on all findings and recommendations shall be provided to City staff in both Word (redline/strikeout version) and a final PDF (clean) format. 5.b: Psomas will provide follow up edits, as needed, in redline/strikeout format to track changes for the Final Document. Exhibit A to Side Letter 2 4. Project Schedule The proposed schedule below indicates when each task will take place, and takes into consideration the City's desire to be completed with this Scope of Work by June 30, 2024. This schedule is flexible and will be coordinated with the City to achieve maximum input and buy -in from City staff. It has also been crafted to be completed one month before the proposed end date to safeguard against potential unforeseen factors. TASKS 1.0 Project Outline, Management, & Coordination 2.0 Project Kick -Off & Data Collection M I M O O N N N N O E E 3 N N 7 i •�, >� CL Z n LL Q 3.0 Research of Best Practices i I 4.0 Draft Report & Program Recommendations 5.0 Final Documentaion & Report N O N N '- � d r0 = � n LEGEND Project Kick -Off Meeting • City Coordination Meetings & Reviews • • • Ongoing Task Items I Project Team Task Research & Development • Draft Release Key Coordination/Direction Meetings with City Staff Exhibit A to Side Letter 2 7. Cost Proposal The table below shows the committed budget for all tasks associated with our team's proposed Scope of Work. We have been mindful of the City's need to apply its resources wisely and in a cost-effective manner, and provided a 10% ($5,000) contingency line item for any unforeseen or additional changes. The Consultant's services will be performed under existing contract Work Order No. A-2020-241-34. Our proposed cost assumes all materials will be permitted for electronic submittal and presentation - no hardcopies are anticipated for this project. Task Line Item Cost i 1.0 Project Outline, Management, and Coordination $12,430 2.0 Project Kick -Off $1,470 3.0 Research of Best Practices $14,400 4.0 Draft Report & Project Recommendations $12,050 i 5.0 Final Document 1 $4,650 5.1 10% Contingency $5,000 Total �, $50,000 Safran, Holli From: City of Santa Ana <certificate-request@ctraxjdidata.com> Sent: Thursday, October 19, 2023 9:21 AM To: PBA Admin; Reyes, Erendida; Burrola, Melissa; Aguirre, Robert; wateradmin Subject: Internal Notice of Compliance NOTICE OF COMPLIANCE CITY STAFF: PRINT THIS PAGE AND INCLUDE WITH AGREEMENT TO THE CLERK OF THE COUNCIL Contractor Psomas, Inc. Name: Project A-2020-241-34 Number: Project Agreement To Provide On -Call Environmental And Planning Services Name: Related To CEQA And NEPA 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 WORKERS COMPENSATION AND EMPLOYERS' LIABILITY Thank you, City of Santa Ana Risk Management Division in partnership with CTrax Plus Services Team POLICY EXPIRATION NUMBER DATE CA4489706 04/01/2024 GL5268212 04/01/2024 DPR5018205 10/ 15/2024 WC015893764 04/01/2024 COI DATE FILE NAME 07/31/2023 COI EXP 10.15.23.pdf 07/31/2023 COI EXP 10.15.23.pdf 10/19/2023 CERT-46060403.pdf CITY-OF-SANTA- ANA_PSOMAS_2023- 03/22/2023 24Insurance Certificate Greyling.pdf 1 A� " CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DDYYYY) 3/29/2024 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. olicy, certain licies may require an endorsement. A statement on If SUBROGATION IS WAIVED, subject to the terms and conditions of tk0tNTA this certificate does not confer rights to the certificate h dd s PRODUCER :C Sharon Brubakerkllarftl�t yling Ins. Brokerage/ IC E FAX ceveNo770.756.6599 euc No): 770.756.6599 /..` E-MAILDate. r li rt e i .c M I F�Suft7yeved o ' N R AF DI VERAGE NAIC# 1INSURERB: r INSURERA: National Union Fire Ins Co of Pittsburg19445 _ INSURED Psomas 865 South Figueroa Street INSURERC: Suite 3200 INSURERD: Los Angeles CA 90017 INSURER E : INSURER F : COVERAGES CERTIFICATE NUMBER:1332236825 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR OF INSURANCE ADDLTYPE INSD WVDUBR POLICY NUMBER POLICY EFF MM/DDIYYYY POLICY EXP MM /DD YYYY LIMITS A X COMMERCIAL GENERAL LIABILITY GL5268212 4/1/2024 4/1 /2025 EACH OCCURRENCE $ 2,000,000 CLAIMS -MADE � OCCUR DAMAGE PREM SESOEa occurrence) rrence $ 500,000 _7TED MED EXP (Any one person) $ 25,000 PERSONAL & ADV INJURY $ 2,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $4,000,000 POLICY JECT LOC PRODUCTS - COMP/OP AGG $ 4,000,000 $ OTHER: A AUTOMOBILE LIABILITY CA4489706 4/1/2024 4/1 /2025 COMBINED SINGLE LIMIT Ea accident $ 2,000,000 X BODILY INJURY (Per person) $ ANY AUTO OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY (Per accident) $ X PROPERTY DAMAGE Per accident $ HIRED X NON -OWNED AUTOS ONLY AUTOS ONLY(per.. UMBRELLALIAB OCCUR EACH OCCURRENCE $ HCLAIMS-MADE AGGREGATE $ EXCESS LIAB DED RETENTION $ $ A A WORKERS COMPENSATION AND EMPLOYERS' LIABILITY YIN WC015893764 AOS) WC015893765 (CA) 4/1/2024 4/1/2024 4/1 /2025 4/1 /2025 XOTH- STATUTE ER ANYPROPRIETOR/PARTNER/EXECUTIVE E.L. EACH ACCIDENT $2,000,000 OFFICER/MEMBER EXCLUDED? F-F] N I A E.L. DISEASE - EA EMPLOYEE $ 2,000,000 (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT $ 2,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS I VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) 3SAN050099; On -Call Environmental Services - CEQA and NEPA, RFQ No. 20-100. City of Santa Ana, its officers, employees, agents, volunteers and representatives are named as Additional Insureds with respects to General & Automobile Liability where required by written contract. The above referenced liability policies are primary & non-contributory where required by written contract. Waiver of Subrogation in favor of Additional Insured(s) where required by written contract & allowed by law. SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF. NOTICE WILL BE DELIVERED IN City of Santa Ana ACCORDANCE WITH THE POLICY PRC Risk Management Division �N RAMuogemenfDhblon 20 Civic Center Plaza AUTHORIZED REPRESENTATIVE it REVIEWED Sr APPROVED BY: Santa Ana CA 92702A ' g `et1. 7 -- Risk ManacJennentSpecialist © 1988-2015 ACORD ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD ACCOR " CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) 9/28/2024 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER AssuredPartners Design Professionals Insurance Services, LLC 3697 Mt. Diablo Blvd Suite 230 Lafayette CA 94549 CONTACT NAME: Lisa Shimizu-Fookes PHONE FAX A/C No EXt : 714-427-3482 A/C, No): ADDRESS: CertsDesignPro@AssuredPartners.com INSURER(S) AFFORDING COVERAGE NAIC # INSURERA: XL Specialty Insurance Co. 37885 License#: 6003745 INSURED PSOMASO-01 PSOMAS INSURER B 865 S. Figueroa Street, Suite 3200 INSURERC: INSURER D : Los Angeles CA 90017 INSURER E : INSURER F : COVERAGES CERTIFICATE NUMBER: 1586487023 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE ADDL I SUBR POLICY NUMBER POLICY EFF MM/DD/YYYY POLICY EXP MM/DDIYYYY LIMITS COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ CLAIMS -MADE OCCUR DAMAGE TO RENTED PREMISES Ea occurrence $ MED EXP (Any one person) $ PERSONAL & ADV INJURY $ GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ POLICY ❑ PRO JECT ❑ LOC PRODUCTS - COMP/OP AGG $ $ OTHER: AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT Ea accident $ BODILY INJURY (Per person) $ ANY AUTO OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY (Per accident) $ PROPERTY DAMAGE Per accident $ HIRED NON -OWNED AUTOS ONLY AUTOS ONLY UMBRELLALIAB OCCUR EACH OCCURRENCE $ AGGREGATE $ EXCESS LIAB CLAIMS -MADE DED RETENTION $ $ WORKERS COMPENSATION AND EMPLOYERS' LIABILITY YIN PER OTH- STATUTE ER ANYPROPRIETOR/PARTNER/EXECUTIVE E.L. EACH ACCIDENT $ OFFICER/MEMBER EXCLUDED? ❑ NIA E.L. DISEASE- EA EMPLOYEE $ (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT $ A Professional Liab & Poll. Liab Y DPR5033899 10/15/2024 10/15/2025 Per Claim $2,000,000 Claims -Made Form Aggregate Limit $2,000,000 Retro Date: 10/15/1947 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Additional Insured Status is not available on Professional Liability Policy. 3SAN050200 - Santa Ana Environmental and Planning Services, Santa Ana, CA. Insurance coverage includes waiver of subrogation per the attached endorsement. 30 Dav Notice of Cancellation SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF. NOTICE WILL RE DELIVERED IN ACCORDANCE WITH THE POLICY PRC City of Santa Ana RiakMuwgernentDhb1crn 20 Civic Center Plaza xr REVIEWED & APPROVED BY: Santa Ana CA 92701 AUTHORIZED REPRESENTATIVE r -- Risk Management Specialist © 1988-2015 ACORD ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD Policy Number: DPR5033899 2. The specific nature and extent of the injury or damage that has been sustained; and 3. How the INSURED first became aware of such CIRCUMSTANCE(S), then any CLAIM(S) that may subsequently be made against the INSURED arising out of such reported CIRCUMSTANCE(S) shall be deemed to have been made on the date first written notice of the CIRCUMSTANCE(S) was received by the Company. This right conferred upon the INSURED in this Paragraph shall terminate at the end of the POLICY PERIOD and shall not exist during the Automatic Extended Reporting Period or Optional Extended Reporting Period. XI. OTHER CONDITIONS A. Cancellation This Policy may be canceled by the NAMED INSURED by surrender thereof to the Company or any of its authorized agents or by mailing to the Company written notice stating when thereafter the cancellation shall be effective. This Policy may be canceled by the Company by mailing to the NAMED INSURED, at the address stated in Item 1. of the Declarations, written notice stating when, not less than thirty (30) days thereafter (or ten (10) days thereafter for non-payment of premium), such cancellation shall be effective. The mailing of notice as aforesaid shall be sufficient proof of notice. The time of surrender or the effective date and hour of cancellation stated in the notice shall become the end of the POLICY PERIOD. Delivery of such written notice either by the NAMED INSURED or by the Company shall be equivalent to mailing. If this Policy is canceled, earned premium shall be computed in accordance with the Company's guidelines with respect to cancellation. Premium adjustment may be made either at the time cancellation is effected or as soon as practicable after cancellation becomes effective, but payment or tender of unearned premium is not a condition of cancellation. B. Action Against The Company No action may be brought against the Company unless, as a condition precedent thereto, there shall have been full compliance with all of the terms of this Policy, nor until the amount of the INSURED'S obligation to pay shall have been finally determined either by judgment against the INSURED in a contested proceeding after final judgment has been rendered and any appeal decided, or by written agreement of the INSURED, the claimant and the Company. No person or organization shall have any right under this Policy to join the Company as a party to any action against the INSURED to determine the INSURED'S liability, nor shall the INSURED or the INSURED'S legal representative join the Company in such action. Bankruptcy or insolvency of the INSURED or the INSURED'S estate shall not relieve the Company of any of its obligations hereunder. C. Assignment This Policy may not be assigned or transferred without written consent of the Company. D. Subrogation In the event of any payment under this Policy, the Company shall be subrogated to all the INSURED'S rights of recovery therefor against any person or organization, and the INSURED shall execute and deliver instruments and papers and do whatever else is necessary to secure such rights. The INSURED shall do nothing after a CLAIM(S) to prejudice such rights. However, it is agreed that the Company waives its rights of subrogation under this Policy against clients of the INSURED as respects any CLAIM(S) arising from PROFESSIONAL SERVICES, or CONTRACTING SERVICES under the client's contract requiring waiver of subrogation, but only to the extent required by written contract. �N Rick Maragernent Division tt REVIEWED & APPROVED BY: LDD 050 1116 Page 15 of 16 �ritSpecialist © 2016 X.L. America, Inc. All Rights Reserved. May not be copied without permission. This endorsement, effective 12:01 a.m., 10/15/2024 forms a part of Policy No. DPR5033899 Issued to PSOMAS by XL Specialty Insurance Company. iaL�y�i•1_�Z�1:7•y�►�i1���if1:T_1�C���:1�ai1�Ly'�»�_F9�:7�_1�1�r�_17�111��'� NOTICE OF POLICY CANCELLATION — BLANKET NOTICE TO DESIGNATED ENTITIES This endorsement modifies insurance provided under the following: PROFESSIONAL, ENVIRONMENTAL AND NETWORK SECURITY LIABILITY POLICY — ARCHITECTS, CONSULTANTS AND ENGINEERS Section XI.OTHER CONDITIONS, Paragraph A. Cancellation is amended by the addition of the following: In the event that the Company cancels or non -renews this Policy during the POLICY PERIOD, the Company agrees to provide thirty (30) days' prior written notice of cancellation or non -renewal of this Policy to any entity with whom the NAMED INSURED agreed in a written contract or agreement would be provided with notice of cancellation or non -renewal of this Policy, provided that: 1. The Company receives, at least thirty (30) days prior to the date of cancellation or non -renewal, a written request from the NAMED INSURED to provide notice of cancellation to entities designated by the NAMED INSURED to receive such notice; and 2. The written request includes the name, address and email of each person or entity designated by the NAMED INSURED to receive such notice. The Company will assume that the list provided to the company by the NAMED INSURED is a complete and accurate list. This endorsement does not apply to non -renewal of the Policy at the end of the POLICY PERIOD or cancellation of the Policy for non-payment of premium to a premium finance company authorized to cancel the Policy. Furthermore, nothing contained in this endorsement shall be construed to provide any rights under the Policy to the entities receiving notice of cancellation pursuant to this endorsement, nor shall this endorsement amend or alter the effective date of cancellation stated in the cancellation notice issued to the NAMED INSURED. All other terms and conditions of the Policy remain unchanged. �N RAMumgernenf Division tt REVIEWED & APPROVED BY. LDD 465 0620 Page 1 of 1 " ---- Risk M�r�ac�errreritSpecialist © 2020 X.L. America, Inc. All Rights Reserved. May not be copied without permission. Policy #DPR5018205 2. The specific nature and extent of the injury or damage that has been sustained; and 3. How the INSURED first became aware of such CIRCUMSTANCE(S), then any CLAIM(S) that may subsequently be made against the INSURED arising out of such reported CIRCUMSTANCE(S) shall be deemed to have been made on the date first written notice of the CIRCUMSTANCE(S) was received by the Company. This right conferred upon the INSURED in this Paragraph shall terminate at the end of the POLICY PERIOD and shall not exist during the Automatic Extended Reporting Period or Optional Extended Reporting Period. XI. OTHER CONDITIONS A. Cancellation This Policy may be canceled by the NAMED INSURED by surrender thereof to the Company or any of its authorized agents or by mailing to the Company written notice stating when thereafter the cancellation shall be effective. This Policy may be canceled by the Company by mailing to the NAMED INSURED, at the address stated in Item 1. of the Declarations, written notice stating when, not less than thirty (30) days thereafter (or ten (10) days thereafter for non-payment of premium), such cancellation shall be effective. The mailing of notice as aforesaid shall be sufficient proof of notice. The time of surrender or the effective date and hour of cancellation stated in the notice shall become the end of the POLICY PERIOD. Delivery of such written notice either by the NAMED INSURED or by the Company shall be equivalent to mailing. If this Policy is canceled, earned premium shall be computed in accordance with the Company's guidelines with respect to cancellation. Premium adjustment may be made either at the time cancellation is effected or as soon as practicable after cancellation becomes effective, but payment or tender of unearned premium is not a condition of cancellation. B. Action Against The Company No action may be brought against the Company unless, as a condition precedent thereto, there shall have been full compliance with all of the terms of this Policy, nor until the amount of the INSURED'S obligation to pay shall have been finally determined either by judgment against the INSURED in a contested proceeding after final judgment has been rendered and any appeal decided, or by written agreement of the INSURED, the claimant and the Company. No person or organization shall have any right under this Policy to join the Company as a party to any action against the INSURED to determine the INSURED'S liability, nor shall the INSURED or the INSURED'S legal representative join the Company in such action. Bankruptcy or insolvency of the INSURED or the INSURED'S estate shall not relieve the Company of any of its obligations hereunder. C. Assignment This Policy may not be assigned or transferred without written consent of the Company. D. Subrogation In the event of any payment under this Policy, the Company shall be subrogated to all the INSURED'S rights of recovery therefor against any person or organization, and the INSURED shall execute and deliver instruments and papers and do whatever else is necessary to secure such rights. The INSURED shall do nothing after a CLAIM(S) to prejudice such rights. However, it is agreed that the Company waives its rights of subrogation under this Policy against clients of the INSURED as respects any CLAIM(S) arising from PROFESSIONAL SERVICES, or CONTRACTING SERVICES under the client's contract requiring waiver of subrogation, but only to the extent required by written contract. Risk Management Division LDD 050 1116 Page 15 of 16 ;f� REVIEWED&APPROVED BY.' © 2016 X.L. America, Inc. All Rights Reserved. Risk Management Specialist May not be copied without permission. This endorsement, effective 12:01 a.m., 10/15/2023 forms a part of Policy No. DPR5018205 Issued to PSOMAS by XL Specialty Insurance Company. THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. NOTICE OF POLICY CANCELLATION — BLANKET NOTICE TO DESIGNATED ENTITIES This endorsement modifies insurance provided under the following: PROFESSIONAL, ENVIRONMENTAL AND NETWORK SECURITY LIABILITY POLICY — ARCHITECTS, CONSULTANTS AND ENGINEERS Section XI. OTHER CONDITIONS, Paragraph A. Cancellation is amended by the addition of the following: In the event that the Company cancels or non -renews this Policy during the POLICY PERIOD, the Company agrees to provide thirty (30) days' prior written notice of cancellation or non -renewal of this Policy to any entity with whom the NAMED INSURED agreed in a written contract or agreement would be provided with notice of cancellation or non -renewal of this Policy, provided that: The Company receives, at least thirty (30) days prior to the date of cancellation or non -renewal, a written request from the NAMED INSURED to provide notice of cancellation to entities designated by the NAMED INSURED to receive such notice; and 2. The written request includes the name, address and email of each person or entity designated by the NAMED INSURED to receive such notice. The Company will assume that the list provided to the company by the NAMED INSURED is a complete and accurate list. This endorsement does not apply to non -renewal of the Policy at the end of the POLICY PERIOD or cancellation of the Policy for non-payment of premium to a premium finance company authorized to cancel the Policy. Furthermore, nothing contained in this endorsement shall be construed to provide any rights under the Policy to the entities receiving notice of cancellation pursuant to this endorsement, nor shall this endorsement amend or alter the effective date of cancellation stated in the cancellation notice issued to the NAMED INSURED. All other terms and conditions of the Policy remain unchanged. �N RAMumgernenf Division tt REVIEWED & APPROVED BY. LDD 465 0620 Page 1 of 1 �ritSpecialist © 2020 X.L. America, Inc. All Rights Reserved. May not be copied without permission. ENDORSEMENT This endorsement, effective 12:01 A.M. 04/01/2024 forms a part of Policy No. CA4489706 issued to Psomas by NATIONAL UNION FIRE INSURANCE COMPANY OF PITTSBURGH, PA. ADDITIONAL INSURED - WHERE REQUIRED UNDER CONTRACT OR AGREEMENT This endorsement modifies insurance provided under the following: BUSINESS AUTO COVERAGE FORM SCHEDULE ADDITIONAL INSURED: ANY PERSON OR ORGANIZATION FOR WHOM YOU ARE CONTRACTUALLY BOUND TO PROVIDE ADDITIONAL INSURED STATUS BUT ONLY TO THE EXTENT OF SUCH PERSON'S ORD ORGANIZATION'S LIABILITY ARISING OUT OF THE USE OF A COVERED "AUTO". I. SECTION II - COVERED AUTOS LIABILITY COVERAGE, A. Coverage, 1. - Who Is Insured, is amended to add: d. Any person or organization, shown in the schedule above, to whom you become obligated to include as an additional insured under this policy, as a result of any contract or agreement you enter into which requires you to furnish insurance to that person or organization of the type provided by this policy, but only with respect to liability arising out of use of a covered "auto". However, the insurance provided will not exceed the lesser of: (1) The coverage and/or limits of this policy, or (2) The coverage and/or limits required by said contract or agreement. AUTHORIZED REPRESENTATIVE Risk Muoganent Division tt REVIEWED & APPROVED BY: -- Risk Management Specialist 87950 (9/14) Includes copyrighted material of Insurance Services Office, Inc. with its permission. Page 1 of 1 ENDORSEMENT This endorsement, effective 12:01 A.M. 04/01/2024 forms a part of Policy No. CA4489706 issued to Psomas by NATIONAL UNION FIRE INSURANCE COMPANY OF PITTSBURGH, PA. INSURANCE PRIMARY AS TO CERTAIN ADDITIONAL INSUREDS This endorsement modifies insurance provided under the following: BUSINESS AUTO COVERAGE FORM Section IV - Business Auto Conditions, B., General Conditions, 5., Other Insurance, c., is amended by the addition of the following sentence: The insurance afforded under this policy to an additional insured will apply as primary insurance for such additional insured where so required under an agreement executed prior to the date of accident. We will not ask any insurer that has issued other insurance to such additional insured to contribute to the settlement of loss arising out of such accident. All other terms and conditions remain unchanged. I Authorized Representative or Countersignature (in States Where Applicable) Risk Muoganent Division tt REVIEWED & APPROVED BY. -- Risk Management Specialist 74445 (10/99) Includes copyrighted material of Insurance Services Office, Inc. with its permission. Page 1 of 1 ENDORSEMENT This endorsement, effective 12:01 A.M. 04/01/2024 forms a part of Policy No. CA4489706 issued to Psomas by NATIONAL UNION FIRE INSURANCE COMPANY OF PITTSBURGH, PA. WAIVER OF TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO US This endorsement modifies insurance provided under the following: BUSINESS AUTO COVERAGE FORM Section IV - Business Auto Conditions, A. - Loss Conditions, 5. - Transfer of Rights of Recovery Against Others to Us, is amended to add: However, we will waive any right of recover we have against any person or organization with whom you have entered into a contract or agreement because of payments we make under this Coverage Form arising out of an "accident" or "loss" if: (1) The "accident" or "loss" is due to operations undertaken in accordance with the contract existing between you and such person or organization; and (2) The contract or agreement was entered into prior to any "accident" or "loss". No waiver of the right of recovery will directly or indirectly apply to your employees or employees of the person or organization, and we reserve our rights or lien to be reimbursed from any recovery funds obtained by any injured employee. AUTHORIZED REPRESENTATIVE Risk Muoganent Division tt REVIEWED & APPROVED BY. -- Risk Management Specialist 62897 (6/95) Includes copyrighted material of Insurance Services Office, Inc. with its permission. Page 1 of 1 POLICY NUMBER: GL5268212 COMMERCIAL GENERAL LIABILITY CG20101219 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - OWNERS, LESSEES OR CONTRACTORS - SCHEDULED PERSON OR ORGANIZATION This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART SCHEDULE Name Of Additional Insured Person(s) Or Organization(s) Location(s) Of Covered Operations ANY PERSON OR ORGANIZATION WHOM YOU PER THE CONTRACT OR AGREEMENT. BECOME OBLIGATED TO INCLUDE AS AN ADDITIONAL INSURED AS A RESULT OF ANY CONTRACT OR AGREEMENT YOU HAVE ENTERED INTO. Information required to complete this Schedule, if not shown above, will be shown in the Declarations. RiskMuoganenf Division tt REVIEWED & APPROVED BY: e AAgo -- Risk Management Specialist CG 20 10 12 19 (D Insurance Services Office, Inc., 2018 A. Section II - Who Is An Insured is amended to include as an additional insured the person(s) or organization(s) shown in the Schedule, but only with respect to liability for "bodily injury", "property damage" or "personal and advertising injury" caused, in whole or in part, by: 1. Your acts or omissions; or 2. The acts or omissions of those acting on your behalf; in the performance of your ongoing operations for the additional insured(s) at the location(s) designated above. However: 1. The insurance afforded to such additional insured only applies to the extent permitted by law; and 2. If coverage provided to the additional insured is required by a contract or agreement, the insurance afforded to such additional insured will not be broader than that which you are required by the contract or agreement to provide for such additional insured. B. With respect to the insurance afforded to these additional insureds, the following additional exclusions apply: This insurance does not apply to "bodily injury" or "property damage" occurring after: 1. All work, including materials, parts or equipment furnished in connection with such work, on the project (other than service, maintenance or repairs) to be performed by or on behalf of the additional insured(s) at the location of the covered operations has been completed; or 2. That portion of "your work" out of which the injury or damage arises has been put to its intended use by any person or organization other than another contractor or subcontractor engaged in performing operations for a principal as a part of the same project. C. With respect to the insurance afforded to these additional insureds, the following is added to Section III - Limits Of Insurance: 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; whichever is less. This endorsement shall not increase the applicable limits of insurance. Risk Muoganent Division tt REVIEWED & APPROVED BY: -- Risk Management Specialist Page 2 of 2 (? Insurance Services Office, Inc., 2018 POLICY NUMBER: GL5268212 COMMERCIAL GENERAL LIABILITY CG20371219 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - OWNERS, LESSEES OR CONTRACTORS - COMPLETED OPERATIONS This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART SCHEDULE Name Of Additional Insured Person(s) Or Organization(s) Location And Description Of Completed Operations ANY PERSON OR ORGANIZATION WHOM YOU PER THE CONTRACT OR AGREEMENT. BECOME OBLIGATED TO INCLUDE AS AN ADDITIONAL INSURED AS A RESULT OF ANY CONTRACT OR AGREEMENT YOU HAVE ENTERED INTO. Information required to complete this Schedule, if not shown above, will be shown in the Declarations. A. Section II — Who Is An Insured is amended to include as an additional insured the person(s) or organization(s) shown in the Schedule, but only with respect to liability for "bodily injury" or "property damage" caused, in whole or in part, by "your work" at the location designated and described in the Schedule of this endorsement performed for that additional insured and included in the "products -completed operations hazard". However: 1. The insurance afforded to such additional insured only applies to the extent permitted by law; and 2. If coverage provided to the additional insured is required by a contract or agreement, the insurance afforded to such additional insured will not be broader than that which you are required by the contract or agreement to provide for such additional insured. B. With respect to the insurance afforded to these additional insureds, the following is added to Section III — Limits Of Insurance: 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; whichever is less. This endorsement shall not increase the applicable limits of insurance. CG 20 37 12 19 0 Insurance Services Office, Inc., 2018 �N Rick Muoganent Division tt REVIEWED & APPROVED BY: -- Risk Management Specialist Page 1 of 1 POLICY NUMBER: GL5268212 COMMERCIAL GENERAL LIABILITY CG 20 01 12 19 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. PRIMARY AND NONCONTRIBUTORY - OTHER INSURANCE CONDITION This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART LIQUOR LIABILITY COVERAGE PART PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART The following is added to the Other Insurance Condition and supersedes any provision to the contrary: Primary And Noncontributory Insurance This insurance is primary to and will not seek contribution from any other insurance available to an additional insured under your policy provided that: (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. �N RAMuoganenf Division tt REVIEWED & APPROVED BY: -- Risk Management Specialist CG 20 01 12 19 0 Insurance Services Office, Inc., 2018 Page 1 of 1 POLICY NUMBER: GL5268212 COMMERCIAL GENERAL LIABILITY CG24041219 WAIVER OF TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO US (WAIVER OF SUBROGATION) This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART ELECTRONIC DATA LIABILITY COVERAGE PART LIQUOR LIABILITY COVERAGE PART POLLUTION LIABILITY COVERAGE PART DESIGNATED SITES POLLUTION LIABILITY LIMITED COVERAGE PART DESIGNATED SITES PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART RAILROAD PROTECTIVE LIABILITY COVERAGE PART UNDERGROUND STORAGE TANK POLICY DESIGNATED TANKS SCHEDULE Name Of Person(s) Or Organization(s): PURSUANT TO APPLICABLE WRITTEN CONTRACT OR AGREEMENT YOU ENTER INTO. Information required to complete this Schedule, if not shown above, will be shown in the Declarations. The following is added to Paragraph 8. Transfer Of Rights Of Recovery Against Others To Us of Section IV - Conditions: We waive any right of recovery against the person(s) or organization(s) shown in the Schedule above because of payments we make under this Coverage Part. Such waiver by us applies only to the extent that the insured has waived its right of recovery against such person(s) or organization(s) prior to loss. This endorsement applies only to the person(s) or organization(s) shown in the Schedule above. CG 24 04 12 19 0 Insurance Services Office, Inc., 2018 �N Rick Management Division tt REVIEWED & APPROVED BY: -- Risk Management Specialist Page 1 of 1 BLANKET WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT This endorsement changes the policy to which it is attached effective on the inception date of the policy unless a different date is indicated below. (The following "attaching clause" need be completed only when this endorsement is issued subsequent to preparation of the policy). This endorsement, effective 12:01 AM 04/01/2024 forms a part of Policy No. WC WC015893765 Issued to Psomas By NATIONAL UNION FIRE INSURANCE COMPANY OF PITTSBURGH, PA, We have a right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against any person or organization with whom you have a written contract that requires you to obtain this agreement from us, as regards any work you perform for such person or organization. The additional premium for this endorsement shall be 2.00 % of the total estimated workers compensation premium for this policy. j aN. xAMumiganent%blm tt REVIEWED & APPROVED BY: WC040361 Countersigned by_________________�� (Ed. 11/90) �ritSpecialist AI SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. INSURER(S) AFFORDING COVERAGE INSURER F : INSURER E : INSURER D : INSURER C : INSURER B : INSURER A : NAIC # NAME:CONTACT (A/C, No):FAX E-MAILADDRESS: PRODUCER (A/C, No, Ext):PHONE INSURED REVISION NUMBER:CERTIFICATE NUMBER:COVERAGES 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). 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. OTHER: (Per accident) (Ea accident) $ $ N / A SUBR WVD ADDL INSD 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. $ $ $ $PROPERTY DAMAGE BODILY INJURY (Per accident) BODILY INJURY (Per person) COMBINED SINGLE LIMIT AUTOS ONLY AUTOSAUTOS ONLY NON-OWNED SCHEDULEDOWNED ANY AUTO AUTOMOBILE LIABILITY Y / N WORKERS COMPENSATION AND EMPLOYERS' LIABILITY OFFICER/MEMBER EXCLUDED? (Mandatory in NH) DESCRIPTION OF OPERATIONS below If yes, describe under ANY PROPRIETOR/PARTNER/EXECUTIVE $ $ $ E.L. DISEASE - POLICY LIMIT E.L. DISEASE - EA EMPLOYEE E.L. EACH ACCIDENT EROTH-STATUTEPER LIMITS(MM/DD/YYYY)POLICY EXP(MM/DD/YYYY)POLICY EFFPOLICY NUMBERTYPE OF INSURANCELTRINSR DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) EXCESS LIAB UMBRELLA LIAB $EACH OCCURRENCE $AGGREGATE $ OCCUR CLAIMS-MADE DED RETENTION $ $PRODUCTS - COMP/OP AGG $GENERAL AGGREGATE $PERSONAL & ADV INJURY $MED EXP (Any one person) $EACH OCCURRENCE DAMAGE TO RENTED $PREMISES (Ea occurrence) COMMERCIAL GENERAL LIABILITY CLAIMS-MADE OCCUR GEN'L AGGREGATE LIMIT APPLIES PER: POLICY PRO-JECT LOC CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) CANCELLATION AUTHORIZED REPRESENTATIVE ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved. CERTIFICATE HOLDER The ACORD name and logo are registered marks of ACORD HIRED AUTOS ONLY 3/27/2025 Edgewood Partners Insurance Agency 3780 Mansell Rd.Suite 370 Alpharetta GA 30022 Greyling COI Specialist 770.756.6599 770.756.6599 greylingcerts@greyling.com National Union Fire Ins Co of Pittsburg 19445 Psomas 865 South Figueroa Street Suite 3200 Los Angeles CA 90017 420765923 A X 2,000,000 X 500,000 25,000 2,000,000 4,000,000 X GL5268212 4/1/2025 4/1/2026 4,000,000 A 2,000,000 X X X CA4489706 4/1/2025 4/1/2026 A A X N WC72113158 (AOS) WC72113159 (CA) 4/1/2025 4/1/2025 4/1/2026 4/1/2026 2,000,000 2,000,000 2,000,000 3SAN050099;On-Call Environmental Services -CEQA and NEPA,RFQ No.20-100. City of Santa Ana,its officers,employees,agents,volunteers and representatives are named as Additional Insureds with respects to General &Automobile Liability where required by written contract.The above referenced liability policies are primary &non-contributory where required by written contract.Waiver of Subrogation in favor of Additional Insured(s)where required by written contract &allowed by law. City of Santa Ana Planning and Building Agency 20 Civic Center Plaza Santa Ana CA 92701 ENDORSEMENT This endorsement, effective 12:01 A.M. 04/01/2025 forms a part of Policy No.CA4489706 issued to Psomas by NATIONAL UNION FIRE INSURANCE COMPANY OF PITTSBURGH, PA. ADDITIONAL INSURED - WHERE REQUIRED UNDER CONTRACT OR AGREEMENT This endorsement modifies insurance provided under the following: BUSINESS AUTO COVERAGE FORM SCHEDULE ADDITIONAL INSURED: AUTHORIZED REPRESENTATIVE I. SECTION II - COVERED AUTOS LIABILITY COVERAGE, A. Coverage, 1. - Who Is Insured, is amended to add: d. Any person or organization, shown in the schedule above, to whom you become obligated to include as an additional insured under this policy, as a result of any contract or agreement you enter into which requires you to furnish insurance to that person or organization of the type provided by this policy, but only with respect to liability arising out of use of a covered "auto". However, the insurance provided will not exceed the lesser of: (1) The coverage and/or limits of this policy, or (2) The coverage and/or limits required by said contract or agreement. ANY PERSON OR ORGANIZATION FOR WHOM YOU ARE CONTRACTUALLY BOUND TO PROVIDE ADDITIONAL INSURED STATUS BUT ONLY TO THE EXTENT OF SUCH PERSON'S OR ORGANIZATION'S LIABILITY ARISING OUT OF THE USE OF A COVERED "AUTO". 87950 (9/14) Includes copyrighted material of Insurance Services Office, Inc. with its permission.Page 1 of 1 ENDORSEMENT This endorsement, effective 12:01 A.M. 04/01/2025 forms a part of Policy No.CA4489706 issued to Psomas by NATIONAL UNION FIRE INSURANCE COMPANY OF PITTSBURGH, PA. This endorsement modifies insurance provided under the following: BUSINESS AUTO COVERAGE FORM All other terms and conditions remain unchanged. Authorized Representative orCountersignature (in States WhereApplicable) INSURANCE PRIMARY AS TO CERTAIN ADDITIONAL INSUREDS Section IV - Business Auto Conditions, B., General Conditions, 5., Other Insurance, c., is amended by the addition of the following sentence: The insurance afforded under this policy to an additional insured will apply as primary insurance for such additional insured where so required under an agreement executed prior to the date of accident. We will not ask any insurer that has issued other insurance to such additional insured to contribute to the settlement of loss arising out of such accident. 74445 (10/99)Includes copyrighted material of Insurance Services Office, Inc. with its permission.Page 1 of 1 ENDORSEMENT This endorsement, effective 12:01 A.M. 04/01/2025 forms a part of Policy No.CA4489706 issued to Psomas by NATIONAL UNION FIRE INSURANCE COMPANY OF PITTSBURGH, PA. BUSINESS AUTO COVERAGE FORM AUTHORIZED REPRESENTATIVE This endorsement modifies insurance provided under the following: WAIVER OF TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO US (2) (1) The contract or agreement was entered into prior to any "accident" or "loss". No waiver of the right of recovery will directly or indirectly apply to your employees or employees of the person or organization, and we reserve our rights or lien to be reimbursed from any recovery funds obtained by any injured employee. Section IV - Business Auto Conditions, A. - Loss Conditions, 5. - Transfer of Rights of Recovery Against Others to Us, is amended to add: The "accident" or "loss" is due to operations undertaken in accordance with the contract existing between you and such person or organization; and However, we will waive any right of recover we have against any person or organization with whom you have entered into a contract or agreement because of payments we make under this Coverage Form arising out of an "accident" or "loss" if: 62897 (6/95)Includes copyrighted material of Insurance Services Office, Inc. with its permission.Page 1 of 1 POLICY NUMBER: ADDITIONAL INSURED - OWNERS, LESSEES OR CONTRACTORS - SCHEDULED PERSON OR ORGANIZATION This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART SCHEDULE Name Of Additional Insured Person(s) Or Organization(s)Location(s) Of Covered Operations COMMERCIAL GENERAL LIABILITY CG 20 10 12 19 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. GL5268212 ANY PERSON OR ORGANIZATION WHOM YOU BECOME OBLIGATED TO INCLUDE AS AN ADDITIONAL INSURED AS A RESULT OF ANY CONTRACT OR AGREEMENT YOU HAVE ENTERED INTO. PER THE CONTRACT OR AGREEMENT. Information required to complete this Schedule, if not shown above, will be shown in the Declarations. Insurance Services Office, Inc., 2018CG 20 10 12 19 Page of1 2 A.Section II – Who Is An Insured is amended to include as an additional insured the person(s) or organization(s) shown in the Schedule, but only with respect to liability for "bodily injury", "property damage" or "personal and advertising injury" caused, in whole or in part, by: 1.Your acts or omissions; or 2.The acts or omissions of those acting on your behalf; in the performance of your ongoing operations for the additional insured(s) at the location(s) designated above. However: 1.The insurance afforded to such additional insured only applies to the extent permitted by law; and 2.If coverage provided to the additional insured is required by a contract or agreement, the insurance afforded to such additional insured will not be broader than that which you are required by the contract or agreement to provide for such additional insured. B.With respect to the insurance afforded to these additional insureds, the following additional exclusions apply: This insurance does not apply to "bodily injury" or "property damage" occurring after: 1.All work, including materials, parts or equipment furnished in connection with such work, on the project (other than service, maintenance or repairs) to be performed by or on behalf of the additional insured(s) at the location of the covered operations has been completed; or 2.That portion of "your work" out of which the injury or damage arises has been put to its intended use by any person or organization other than another contractor or subcontractor engaged in performing operations for a principal as a part of the same project. C.With respect to the insurance afforded to these additional insureds, the following is added to Section III – Limits Of Insurance: 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; whichever is less. This endorsement shall not increase the applicable limits of insurance. Insurance Services Office, Inc., 2018 CG 20 10 12 19Pageof22 ADDITIONAL INSURED - OWNERS, LESSEES OR CONTRACTORS - COMPLETED OPERATIONS This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART SCHEDULE Name Of Additional Insured Person(s) Or Organization(s)Location And Description Of Completed Operations COMMERCIAL GENERAL LIABILITY CG 20 37 12 19 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART POLICY NUMBER:GL5268212 ANY PERSON OR ORGANIZATION WHOM YOU BECOME OBLIGATED TO INCLUDE AS AN ADDITIONAL INSURED AS A RESULT OF ANY CONTRACT OR AGREEMENT YOU HAVE ENTERED INTO. PER THE CONTRACT OR AGREEMENT. Information required to complete this Schedule, if not shown above, will be shown in the Declarations. A. Section II – Who Is An Insured is amended to include as an additional insured the person(s) or organization(s) shown in the Schedule, but only with respect to liability for "bodily injury" or "property damage" caused, in whole or in part, by "your work" at the location designated and described in the Schedule of this endorsement performed for that additional insured and included in the "products-completed operations hazard". However: 1.The insurance afforded to such additional insured only applies to the extent permitted by law; and 2.If coverage provided to the additional insured is required by a contract or agreement, the insurance afforded to such additional insured will not be broader than that which you are required by the contract or agreement to provide for such additional insured. B.With respect to the insurance afforded to these additional insureds, the following is added to Section III – Limits Of Insurance: 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; whichever is less. This endorsement shall not increase the applicable limits of insurance. CG 20 37 12 19 Page ofInsurance Services Office, Inc., 2018 1 1 POLICY NUMBER: PRIMARY AND NONCONTRIBUTORY - COMMERCIAL GENERAL LIABILITY CG 20 01 12 19 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. CG 20 01 12 19 Insurance Services Office, Inc., 2018 Page 1 of 1 OTHER INSURANCE CONDITION The following is added to the Other Insurance Condition and supersedes any provision to the contrary: Primary And Noncontributory Insurance This insurance is primary to and will not seek contribution from any other insurance available to an additional insured under your policy provided that: (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. This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART LIQUOR LIABILITY COVERAGE PART PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART GL5268212 POLICY NUMBER: WAIVER OF TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO US (WAIVER OF SUBROGATION) COMMERCIAL GENERAL LIABILITY CG 24 04 12 19 This endorsement modifies insurance provided under the following: SCHEDULE Name Of Person(s) Or Organization(s): COMMERCIAL GENERAL LIABILITY COVERAGE PART ELECTRONIC DATA LIABILITY COVERAGE PART LIQUOR LIABILITY COVERAGE PART POLLUTION LIABILITY COVERAGE PART DESIGNATED SITES POLLUTION LIABILITY LIMITED COVERAGE PART DESIGNATED SITES PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART RAILROAD PROTECTIVE LIABILITY COVERAGE PART UNDERGROUND STORAGE TANK POLICY DESIGNATED TANKS GL5268212 PURSUANT TO APPLICABLE WRITTEN CONTRACT OR AGREEMENT YOU ENTER INTO. Information required to complete this Schedule, if not shown above, will be shown in the Declarations.Information required to complete this Schedule, if not shown above, will be shown in the Declarations. The following is added to Paragraph 8. Transfer Of Rights Of Recovery Against Others To Us of Section IV – Conditions: We waive any right of recovery against the person(s) or organization(s) shown in the Schedule above because of payments we make under this Coverage Part. Such waiver by us applies only to the extent that the insured has waived its right of recovery against such person(s) or organization(s) prior to loss. This endorsement applies only to the person(s) or organization(s) shown in the Schedule above. The following is added to Paragraph 8. Transfer Of Rights Of Recovery Against Others To Us of Section IV – Conditions: We waive any right of recovery against the person(s) or organization(s) shown in the Schedule above because of payments we make under this Coverage Part. Such waiver by us applies only to the extent that the insured has waived its right of recovery against such person(s) or organization(s) prior to loss. This endorsement applies only to the person(s) or organization(s) shown in the Schedule above. CG 24 04 12 19 Insurance Services Office, Inc., 2018 Page 1 of 1 BLANKET WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT This endorsement changes the policy to which it is attached effective on the inception date of the policy unless a different date is indicated below. (The following "attaching clause" need be completed only when this endorsement is issued subsequent to preparation of the policy). This endorsement, effective 12:01 AM 04/01/2025 forms a part of Policy No. WC WC72113159 (CA) Issued to Psomas By NATIONAL UNION FIRE INSURANCE COMPANY OF PITTSBURGH, PA. We have a right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against any person or organization with whom you have a written contract that requires you to obtain this agreement from us, as regards any work you perform for such person or organization. The additional premium for this endorsement shall be 2. 00 % of the total estimated workers compensation premium for this policy. WC 04 03 61 (Ed. 11/90) Countersigned by _ Authorized Representative