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Home My WebLink AboutSTRAIGTLINE COMMUNICATIONS LLC.INSURANCE NOT ON FILE WORK MAY NOT PROCEED CITY CLERK DATE: FEB 2 0 2024 0- PWACie) A-2023-128-03 CONSULTANT AGREEMENT BETWEEN THE CITY OF SANTA ANA AND I k'yQ51 STRAIGHTLINE COMMUNICATIONS LLC FOR PREPARATION OF CONSUMER CONFIDENCE REPORTS AND AUXILIARY SERVICES ON AN ON -CALL BASIS THIS AGREEMENT is made and entered into on this 18th day of July, 2023 by and between Straightline Communications LLC ("Consultant"), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California ("City"). RECITALS A. On April 13, 2023 the City issued a Request for Proposal ("RFP") No. 23-014, by which it desired to retain a consultant having special skill and knowledge in the preparation of Annual Consumer Confidence Reports regarding the City's water system and sanitary sewer system, as well as the performance of the following "Auxiliary Services" including, but not limited to: the creation of a Strategic Plan; updating the City website and web based CCR; composing and designing ready for print brochures, postcards letters, and bill inserts for public distribution; development of water related campaigns; targeted outreach for water campaigns; creation of live action media and videos including Public Service Announcements, 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. 23-014. 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 all those services described above and described in the scope of work section included in RFP No. 23-014 on an on -call basis and at the City's sole discretion 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 above, and in the "Scope of Services - Exhibit A", 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 Page 1 of 9 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 three (3) separate consultants selected to provide services on an on -call basis under RFP No. 23-014. The total compensation for services provided by all consultants selected under RFP No. 23-014 shall not exceed the shared aggregate amount of $900,000.00 during the term of this Agreement, including any extension periods, as set forth in Section 3, below. 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. 3. TERM This Agreement shall commence on July 18, 2023 and end on July 17, 2026 for an initial three-year tern, with the option for the City to grant one (1), 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 contractor and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer -employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. 5. OWNERSHIP OF MATERIALS This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant shall require all subconsultants to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subconsultant prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk. Page 2 of 9 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 subconsultants. 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 commence work on 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 O1 covering CGL on an "occurrence" basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $1,000,000.00 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) Workers' Compensation insurance as required by the State of California, with Statutory Limits, and Employer's Liability Insurance with limit of no less than $1,000,000.00 per accident for bodily injury or disease. (iii)Professional Liability (Errors and Omissions) Insurance appropriates to the Consultant's profession, with limit no less than $1,000,000.00 per occurrence or claim, $2,000,000.00 aggregate. (iv)lf 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. c. Other Insurance Provisions. The insurance policies are to contain, or be endorsed to contain, the following provisions: (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 Page 3 of 9 as broad as ISO Form CG 20 10 1185 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 01 04 13 as respects the City, its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained by the City, its officers, officials, employees, or volunteers shall be excess of the Consultant's insurance and shall not contribute with it. (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. (v i) Acceptability of Insurers. Insurance is to be placed with insurers authorized to conduct business in the state with a current A.M. Best's rating of no less than A: VII, unless otherwise acceptable to the City. (vii) 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. (viii) 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. Page 4 of 9 (ix)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, consultants, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may arise from the negligent operations of the Consultant, its subconsultants, agents, employees, or other persons acting on its behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terns of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages,just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent Consultant's services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise 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 Page 5 of 9 (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 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 services provided under this Agreement. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations. 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 Page 6 of 9 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 City personnel or by other consultant and/or consultants 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. 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 unless 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 Page 7 of 9 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 City Clerk City of Santa Ana 20 Civic Center Plaza (M-30) P.O. Box 1988 Santa Ana, CA 92702-1988 Fax:7t4- 647-6956 With courtesy copies to: Nabil Saba Executive Director of Public Works Agency City of Santa Ana 20 Civic Center Plaza P.O. Box 1988 Santa Ana, California 92702 To Consultant: Linda O'Hanlon President Straightline Communications LLC 14930 Greenleaf Street Sherman Oaks, CA 91403 Phone:818-386-1916 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 Page 8 of 9 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. IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. ATTEST: r APPROVED AS TO FORM: SONIA R. CARVALHO City Attorney By: J THAN T. MARTI Z Assistant City Attorney RECOMMENDED FOR APPROVAL: NABIL SABA Executive Director Public Works Agency Thomas R. Hatch Interim City Manager CONSULTANT: LINDA O'HANLON President Page 9 of 9 EXHIBIT A SCOPE OF SERVICES CITY OF SANTA ANA Exhibit A RFP NO.: 23-014 CONSUMER CONFIDENCE REPORT (CCR) AND AUXILIARY SERVICES Appendix ATTACHMENT 1: SCOPE OF WORK City of Santa Ana RFP 23-014 Consumer Confidence Report (CCR) and Auxiliary Services Page 12 CITY OF SANTA ANA Exhibit A RFP NO.: 23-014 CONSUMER CONFIDENCE REPORT (CCR) AND AUXILIARY SERVICES SCOPE OF WORK A. INTRODUCTION AND BACKGROUND The City of Santa Ana Public Works Agency —Water Resources Division oversees and maintains the daily operations of the Water System and Sanitary Sewer System. The City's water system it's comprised of approximately 478 miles of water mains, and the sewer system has approximately 390 miles of sewer mains. We serve all the City of Santa Ana and their 333,000 residents and businesses. We strive to provide award winning potable water and good public service to each resident and business in the City. The City is seeking agencies and professionals interested in providing services through innovative and informative content to improve and relay City messaging for water resources issues and related information. The focus for these services is to create the annual Consumer Confidence Report (CCR), and water content services, and strategic communication pieces as the City focuses on delivering these messages to the residents, businesses and stakeholders. The City is looking for opportunites to better communicate water related issues and to keep everyone informed. B. CONSULTANT RESPONSIBILITIES The selected consultants are intended to, among other items previously stated, assist and provide the City with resources and materials to the City on strategic communication, message delivery and other technical documents such as the preparation of the consumer confidence report (CCR's). The Consultants shall provide all labor, materials, services, and equipment necessary for the services described herein. The Consultant shall possess all permits, licenses, and approvals necessary to provide goods/services required in the Scope of Work. It is the sole responsibility of the consultants to comply with all copyright rules and regulations when it pertains to images, logos, graphics, drawings, and any other intellectual property and materials. C. SCOPE OF SERVICES Public water providers are required by California Health & Safety Code §116470 and California Code of Regulations, Title 22, Article 20 to prepare an annual water quality Consumer Confidence Report (CCR) and provide it to their customers by July 15t of each year. The CCR summarizes information regarding the water quality of the City's local and import water sources, detected contaminants, compliance with drinking water regulations (including monitoring requirements), and educational outreach information. The successful Consultant will need to review the State Water Resources Control Board Division of Drinking Water's annual Preparing Your California Drinking Water Consumer Confidence Report Guidance for Water Suppliers for detailed guidelines. The City of Santa Ana is soliciting proposals from qualified consulting firms to prepare and deliver City of Santa Ana RFP 23-014 Consumer Confidence Report (CCR) and Auxiliary Services Page 13 CITY OF SANTA ANA Exhibit A RFP NO.: 23-014 CONSUMER CONFIDENCE REPORT (CCR) AND AUXILIARY SERVICES a comprehensive Water Quality Consumer Confidence Report and provide the following auxiliary support services described herein: I. Interactive and web based CCR —(Attachment 4: Additional Provisions, Fee Item #1) • Attend meetings with City Staff to coordinate the content and the format of the web -based WQCCR (Assume two (2), two-hour meetings); • City will provide water quality data (imported, groundwater, etc.) to Consultant; • Archive previous years Water Quality Consumer Confidence Reports; • Prepare workflow procedure in developing Water Quality Consumer Confidence Report's water quality tables and all constituents; • Collect, prepare and edit and format 12 water related articles for the web -based WQCCR; • Supply City -specific graphics, icons, symbols, photos and pictures to be used, for the development of the web -based WQCCR at its various sections such as the PWA Director and Water Manager's message, water conservation, water quality, drought, WQCCR, water capital improvement construction projects, rate notices, Food Oil & Grease (FOG) Management & Control Program, etc.; • Supply other graphics, photos, pictures and other related visual material & effects to support the production of the web -based WQCCR; • Maintain and continuously update the information and facts on the City's web -based WQCCR (Assume four (4) annual updates); • Make available in PDF format for printing the entire WQCCR in English and Spanish; • Final Water Quality Consumer Confidence Report and PDF files will be submitted to City Staff by June 1st of each year. • It is the responsibility of the Consultant to comply with the all the copyright rules and regulations when it pertains to photos, pictures, logos, graphics, drawings, and all written material. II. Strategic Plan - (Attachment 4: Additional Provisions, Fee Item #2) Consultant will create a custom, multi -year Strategic Plan for the City's Water Resources Division that will thoroughly describe strategic goals, core values, priorities, objectives, action steps, and key performance indicators; and will support its implementation. Submitted proposals will need to provide deliverables and implementation schedule. Strategic Assessment: Gather input, feedback evaluate City's existing Strategic Plan to establish a framework for Division's 2023 Strategic Plan. Goals: • Assess current strategic efforts • Gather input from City management, staff, stakeholders • Evaluate existing directive/documents • Determine Division's needs • Identify opportunities for accomplishing goals • Establish direction for workshops • Create groundwork for strategic plan development City of Santa Ana RFP 23-014 Consumer Confidence Report (CCR) and Auxiliary Services Page 14 CITY OF SANTA ANA Exhibit A RFP NO.: 23-014 CONSUMER CONFIDENCE REPORT (CCR) AND AUXILIARY SERVICES Deliverables: • Interviews summaries • SWOT analysis • Internal analysis • Workshops topic and questions Strategic Plan Workshops: Consultant will plan and facilitate targeted, comprehensive workshops to identify future goals. Goals: • Facilitate fruitful, collaborative discussions • Solicit input for plan creation • Work out policy goals • Motivate staff to maintain the Plan up to date and useful for ongoing operations Deliverables: • Workshop planning/facilitation • Workshop Summary • Follow-up findings III. Auxiliary Services — (Attachment 4: Additional Provisions, Separate Rates) On -Call Support Services, Printed Products, Etc.: The City is seeking qualified Consultants and communications service providers to provide and assist the City as previously described with the preparation of technical and non -technical documents, messaging campaigns, strategic messaging and general communication suport as needed and not limited to: • Attend meetings with City staff to coordinate and develop tasks, and program management and logistics; • Compose and design ready for print water related direct -mail brochures, postcards, letters and bill inserts for public distribution on topics including, but not limited to: 1) Prop 218 notifications, 2) water conservation, 3) water drought, 4) water campaigns, 5) water capital improvement construction projects, 6) event announcements and others. A total of 24 double sided brochures must be quoted per contract year; • Create all required standard and special messages and public notices regarding water quality standards; • Write and edit water and wastewater system related articles specific to the City of Santa Ana to be printed in newspapers, newsletters, pamphlets, and press releases for a total of 12 per contract year; • Develop an annual water related campaign; • Develop strategies with targeted outreach for water campaign, Water Youth Poster Contest and special events; • Create targeted media list(s) for ongoing initiatives as well as special events; • Work as liaison with any partners, etc., to create and maintain communications and enlist City of Santa Ana RFP 23-014 Consumer Confidence Report (CCR) and Auxiliary Services Page 15 CITY OF SANTA ANA Exhibit A RFP NO.: 23-014 CONSUMER CONFIDENCE REPORT (CCR) AND AUXILIARY SERVICES their cooperation in promoting campaigns and events on an as -needed basis; • Develop Water Quality Packet for Water Youth Contest, which will include water related activity worksheets, word scramble, and word search for school aged children (ages 5-12 years old); • Supply specific graphics, icons, symbols, and pictures, and other related visual material to support the production of printable literature to be used for the various water campaigns including, but not limited to water conservation, water quality, WQCCR, water construction projects, the drought, rate notices, and others; • Compose and design posters for water related Public Service Announcements for the City's bus shelters. A total of (4) different designs for each campaign shall be quoted for each contract year; • Assist with copywriting and editing of all promotional materials such as fliers, brochures, advertisements, scripts, PowerPoint presentations, etc., to maintain brand consistency; • Draft presentations, scripts and speaking points for key City spokespeople; • Provide other Support Services and produce printed products; • All material produced under this agreement for release to public must include Spanish and Vietnamese translation; • Strategic communication; • Key messages and narratives; • Presentations, dashboard reports; • Infographics, brochures, illustrations, fact sheets; • Social media messaging, press release, newsletter material; • Outreach campaign materials; • Live action media, short videos; • It is the responsibility of the Consultant to comply with the all the copyright rules and regulations when it pertains to photos, pictures, logos, graphics, drawings, and all written material. D. DISTRIBUTION OF WORK No work shall be allowed to proceed until authorized by City Staff. The proposer can submit their proposals for the Consumer Confidence Report (CCR), and/or for all other services described herein. The proposer will not be disqualified if they submit for only one of the services requested such and the CCR and/or Strategic Plan. ---End of SCOPE OF WORK Section --- City of Santa Ana RFP 23-014 Consumer Confidence Report (CCR) and Auxiliary Services Page 16 EXHIBIT B CONSULTANT'S PROPOSAL EXHIBIT B REQUEST FOR PROPOSALS CITY OF SANTA ANA PUBLIC WORKS AGENCY Consumer Confidence Report (CCR) and Auxiliary Services RFP 23-014 SANTA 4�F t i'f,l SUBMITTED FRIDAY, MAY 12, 2023, BY: Los Angeles • Palm Desert • Sacramento CVSTRATEGIES.COM Los ANGELES I PALM DESERT I S)ACP,A a�ENTO May 12, 2023 Kathia Reyes, Project Manager City of Santa Ana Public Works Agency 220 S. Daisy Ave., Building A, Santa Ana, CA 92703 Dear Ms. Reyes, CV Strategies is pleased to present this proposal for services related to development of your agency's annual Consumer Confidence Report and Strategic Plan, as well as on -call communications services. We look forward to continuing our professional partnership with the Public Works Agency Division of Water Resources. With more than 18 years of experience working with special districts, CV Strategies is prepared to collaborate with agency staff to create all elements of successful strategic communications, including planning, guiding, creating and developing messaging, content and graphics. Our deep knowledge of the water industry and the region will allow us to effectively create a nexus between your messages and community benefit. The following proposal details our approach to creating effective and sustainable communications for the Division of Water Resources, including the CCR, continuing and completing the work we started on your Strategic Plan, and providing additional services such as providing content for newsletters, press releases and presentations as well as branded graphics and design of fact sheets and other collateral. There is no better firm than CV Strategies to help the Division communicate its story to customers and stakeholders. Our comprehensive communications and public engagement firm, founded in 2007, has an in-house team of strategic planners, brand managers, content developers, graphic designers, photographers and videographers who are available 24 hours a day, 7 days a week to turn your communications goals into action. We are a California Corporation - S Corp headquartered at 73700 Dinah Shore Drive, Palm Desert, CA 92211, with offices in Los Angeles and Sacramento. Should you need additional information, please do not hesitate to contact our Vice President, Tara Bravo Mulally, directly at 510-300-5843. We look forward to partnering with you on this project and are happy to present this proposal, which is firm and binding for 120 days from the date of receipt. Agreement Statement: We concur with any and all provisions as contained in the standard agreement attached as ATTACHMENT 4: STANDARD AGREEMENT in the Appendix of the RFP. Sincerely, r1 Erin La Combe President, CEO & Founder CV Strategies, S-Corporation 73700 Dinah Shore Drive Palm Desert, CA 92211 erin@cvstrat.com 1760.641.0739 Cover Letter _ Background Firm's Qualifications Organizational Chart Resumes Project Understanding & Approach Scope of Work Relevant Experience & References Appendix Partial Client List Optional Services Offered Value-added Services Attachments 2 4 5 6 7 12 15 18 25 26 27 28 29 Background CV Strategies is a communications and community engagement firm that leverages expertise, influence and instincts to enhance the ways public agencies tell their stories. Founded in 2007 by former television news director Erin La Combe, CV Strategies helps clients blend media, messaging and audiences to connect with communities and drive support on the issues that matter. CV Strategies' staff of 22 is made up of former journalists, news executives, marketing 4,_ 04® experts and designers who use their storytelling skills to provide value to clients. CV Strategies is a California small business averaging about $2 million in gross receipts annually. We are not a subsidiary of a larger company. The firm is currently involved in active, ongoing communications initiatives with more than 100 public agencies throughout California. Our strategists provide support on issues as diverse as branding, website design, strategic planning, crisis communications, public education campaign architecture, and tactical outreach implementation. Our extensive experience makes us adept at crafting effective messaging for organizations with varying stories to tell. The firm has developed conservation, education and engagement campaigns for clients across the state. With offices in Palm Desert, Los Angeles, and Sacramento, our team members leverage their diverse expertise, contacts, and skill sets to support water industry, energy and government clients. Our firm is deadline -oriented and driven to deliver updates and results that identify measurable targets and achieve progress throughout a project's scope. We provide our clients with a diverse set of tactics to help them meet their outreach objectives with a wide variety of audiences. Through careful research, planning and strategic implementation, our specialists work closely with staff to create effective and innovative solutions to communication challenges. CV Strategies unites these elements to fulfill the organization's vision and ensure achievement of communication goals. WE UNDERSTAND PUBLIC AGENCIES. With more than 100 current public agency clients across the state, CV Strategies consultants have an intimate knowledge of municipalities and special districts, and are well versed in the tactics that enhance customer engagement and messaging success. WE KNOW THE REGION. We understand the unique relationships, communities, and issues of the region, as well as the messages that resonate with stakeholders. In addition, an extensive portfolio of strategic communication initiatives for public sector clients throughout the state has fostered a deep understanding of the issues that impact California communities. inWE ARE SKILLED STORYTELLERS. Our backgrounds in journalism, advertising, design, film production and social media marketing have honed keen storytelling instincts that help create dynamic visuals and compelling copy. WE THINK HOLISTICALLY. Our professionals are experienced in gathering and analyzing information in pursuit of a comprehensive and holistic strategic approach. The guidance and counsel we provide is engineered out of an in-depth understanding of client nuance and need. WE DO ALL OUR WORK IN HOUSE. CV Strategies offers a full suite of in-house creative services — concepting, copywriting, design, web production, photography, videography, social and digital media. This combined -services approach improves control of costs and deadlines, while close interaction between designers, copywriters and account coordinators results in deliverables that are cohesive, targeted, and harmonious. KEY PERSONNEL The team and their percentage of time devoted to this project: • Project Director: Erin La Combe, 10% • Project Manager: Tara Bravo Mulally, 30% • Content Development: Janet Zimmerman, 40% • Creative Director: Lynn Oliva, 40% • Graphics Support: Heather Anderson, 20% QUALITY ASSURANCE CV Strategies will ensure staff quality through regular review of work performed. All deliverables undergo a series of management reviews and edits prior to final approval by the Project Director. In addition to the project team identified, the talent and experience of our staff allows for backup if necessary, so deadlines are always met. No subcontractors will be required for this project ERIN LA COMBE - r i- tL61DENT, CEO & FOUNDER University of Southern California Los Angeles, California Bachelor of Arts Degree // Broadcast Journalism The California Club I/ Board Member FIND Food Bank /! Board Member California Utility Executive Management Association H Board Member Jim Murray Memorial Foundation // Board Member Pacific Southwest Chapter Emmy June 2003 Best Newscast Winner Pacific Southwest Chapter Emmy June 2004 Best Newscast Winner Communicator Award Winner // January 2006 Breaking News Bill Stout Memorial Award of Excellence Winner // March 2006 Best Spot News Coverage Winner March 2006 PROJECT EXPERIENCE Turlock Irrigation District — FERC Relicensing, Turlock, California. Created a successful campaign to engage media, the community and ultimately the State Water Resources Control Board to support a science -based approach for relicensing Don Pedro Dam. The project involved a media -focused website, videos, factsheets and press relations. Byron -Bethany Irrigation District — Water Rights Protection, Byron, California. Spearheaded a campaign that resulted in the protection of water rights for farming communities in the San Joaquin Valley. Work included video production, media relations, website creation and event organization to influence state decision -makers. Coachella Valley Water District—Chromium-6 Outreach, Palm Desert, California. Crafted direct mail pieces, quarterly updates and factsheets to educate customers about new state reporting threshold for drinking water. Facilitated community meetings, prepared public presentations and directed videos. Elsinore Valley Municipal Water District — Variable Rates Outreach, Lake Elsinore, California. Led an extensive educational campaign for the District's move to variable sewer rates. The project included online content, FAQs, infographics, newsletter articles, bill inserts, mailers, social media and more. Desert Healthcare District — COVID-19 Outreach, Palm Springs, California. Directed and managed a comprehensive educational effort that includes creation of an online Coachella Valley COVID-19 Resource Center, news releases, newsletter content, social media and media coverage. Hi -Desert Water District — Sewer Assessment District, Yucca Valley, California. Guided the Hi -Desert Water District Water Reclamation Facility and sewer system outreach effort, securing a voter turnout of more than 60% and overwhelming total assessment voter approval of more than 70%. Tactics included designed ads and billboards, media ad buys, legislative document development, microsite creation and video production. TARA BRAVO MULALLY ---- SENIOR VICE PRESmF�!T - California State University, East Bay Hayward, California Bachelor of Science Business Administration Graduated Cum Laude Cogswell Polytechnical College Sunnyvale, California Computer Arts Focus Association of California Water Agencies // Communications Committee Friends of the Desert Mountains H Board of Directors ABA Stevie Award iEfficient Water Conservation Website PRSA Capella Award // Elsinore Valley Municipal Water District Notice of Public Hearing PRSA Capella Award iEfficient, Water Conservation Campaign CAPIO Award of Distinction // East Valley Water District Transitioning to Budget Based Rates CAPIO Award of Merit Rowland Water District Strategic Plan CAPIO Award of Distinction // Elsinore Valley Municipal Water District, Variable Sewer Outreach Plan PROJECT EXPERIENCL: United Water Conservation District — Water Sustainability Summit 2020, Oxnard, California. Organized and facilitated a regional sustainability summit to foster collaboration in Ventura County. Speakers included Dorene D'Adamo, State Water Resources Control Board; Vic Nguyen, California Department of Water Resources; Assemblymember Jacqui Irwin (D-Thousand Oaks) and Catherine Freeman, Chief Consultant to the California State Assembly Water, Parks and Wildlife Committee. CV Strategies designed the event materials and presentations, as well as produced the historical and event recap videos. San Bernardino County Superintendent of Schools — Rebrand and Website, San Bernardino, California. When one of the largest educational providers in California needed a new look, it turned to CV Strategies. Tara led the effort to rebrand the organization starting with employee focus groups and progressing to a new website, logo, collateral material templates and a style guide. West County Wastewater District — Strategic Planning, Richmond, California. Led the strategic planning process, which included in-depth work sessions with executive staff and board members to identify priorities and initiatives. Those strategic elements were later incorporated into all district communciations, including videos, newsletter articles and community events. Mission Springs Water District — Assessment District, Desert Hot Springs, California. Implemented multiple successful assessment district outreach campaigns. Created "meeting -to -go" video, door hangers, bill inserts and surveys. Helix Water District — Rates & COVID-19 Outreach, La Mesa, California. Developed campaign framework elements including key messages, infographics and board talking points, provided media engagement strategies and campaign outreach plan, adjusting to current events with agility and alacrity. SCV Water — Creation of a New Water Agency, Santa Clarita, California. Developed and facilitated community outreach regarding a potential merger and eventual dissolution of four agencies, creating a new larger agency in the process. Tactics included a microsite, townhall meetings with individualized workstations, branded campaign and surveys. This led to a complete branding process, including a new logo, website, letterhead, etc. JAN ET ZI M M E RMAN DIRECTOR OF ACCOUNT MANAGEMENT � s 9 California State University Long Beach, California Bachelor of Arts Journalism University of California Los Angeles Undergraduate Public Relations Society of America, Inland Empire Chapter // • Board Member, Secretary 2018-2020 California Newspaper Publishers Association /! Better Newspapers Contest ' First Place, Feature Story: "Autism: The Struggle Within" Pulitzer Prize Nominee Coverage and special projects: "Reckoning With Homelessness," "Crisis on Tap," about California's water issues, and "Breaking the Silence," about sexual assault. PROJECT EXPERIENCE Basin Technical Advisory Committee — Led the 19-agency, $466,000 iEfficient conservation campaign that spanned two counties and was a model for regional cooperation among water agencies. The award -winning campaign included a mobile app to report water waste; earned media coverage; billboards; theater, print, radio and geotargeted digital ads; PSAs, sponsorships; collateral, giveaways, signage and activities for event booths; and original content such as kids' activities and videos. In addition to a four -fold increase in social media followers, surveys throughout the 4-year campaign showed significant increases in awareness of the importance of conservation. Solano Irrigation District — Managed crisis communications following the electrocution deaths of two teenagers in a district -owned canal. The situation required internal strategy discussions, immediate communications with staff, media relations, rumor control, on -camera and newspaper interviews and a press release once a settlement on a civil lawsuit in the case was reached. City of Rancho Cucamonga — Created a strategic communications plan based on a robust audit of collateral and other communications, extensive interviews and a SWOT analysis with employees, City leaders, Board members and the community, ride alongs with code enforcement and other personnel. Also updated the City's logo, developed a style guide and social media policy. Hi -Desert Water District — Organized a ribbon cutting for the opening of the district's first wastewater treatment plant, part of a multi -year effort to eliminate septic tanks. The project included a site visit, pricing for rentals and giveaways, printing photography, and day -of assistance. Desert Healthcare District— Led a COVID-19 outreach campaign to educate and provide resources for the public and position the district as a trusted source of information. The campaign included a comprehensive microsite with hyperlinks to web resources, press relations, social media content, newsletters, radio and newspaper advertising, and a weekly video update and message from the district CEO. Coachella Valley Water District — Managed customer communications for a 10-year, 44-mile pipeline replacement project in Sun City Palm Desert. The outreach campaign includes weekly construction team meetings, weekly e-blasts, newsletter ads, PowerPoint presentations, community meetings and signage. LYNN OLIVA DIRECTOR CIF CREATIVE -5�1=RVICES -- Art Institute of California Inland Empire, California Bachelor of Science Graphic Design Adobe Website Creative Design // Suite // HTMUCCS After Effects Wix/ Audition Squarespace Flash Microsoft Illustrator Office /I InDesign Access Photoshop Excel Premier Pro PowerPoint Word PRSA Capella Award // Elsinore Valley Municipal Water District Notice of Public Hearing PRSA Polaris Award // Elsinore Valley Municipal Water District Water Quality Report CAPIO Award of Excellence // Elsinore Valley Municipal Water District Water Quality Report CAPIO Best in Show Rowland Water District Newsletter PROJECT EXPERIENCE IMF,,.. .I City of Banning — Designed logo and branded outreach materials for the "Inspire Banning" city beautification campaign; created new logo for revamp of city transit system; designed outreach materials for several ballot measures and designed materials for organics recycling campaign. Coachella Water Authority & Sanitary District — Led visual rebranding effort for newly combined agencies, including new logo, collateral and stylesheet, calendars that doubled as a consumer confidence report, and conservation materials; also provided Spanish translation. College of the Desert — Advanced the 2018 and 2019 annual reports with modern themed designs. Crafted a marketing campaign look behind "Create Tomorrow" to bridge the reflective Annual Report with the forward focused State of the College event. Water eoel Elsinore Valley Municipal Water District — Created graphics and overall look for numerous projects, including the redesign of the district's Integrated Resources Plan, _ supporting collateral and graphics, conservation website graphics, quarterly newsletters and bill inserts. Provides Spanish translation as needed. City of Rancho Cucamonga — Designed a 106-page STRATEGIC strategic communications plan for the City that included a detailed brand style guide directing use of approved colors, typography, logos and imagery. The guide helped employees deliver a consistent message to stakeholders and the work led to an updating of the City's logo design and colors. Webs ite Design — Designsweb pages inclose collaboration with project teams, creates infographics and iconography, provides photo editing services, and assistswith layouts and assets forwebsites, such as wcwd.ora, UnitedWater.ora, and northcountvtransoortationcoalition.ora HEATHER ANDERSON Northeastern Illinois University Chicago, Illinois Bachelor of Arts Graphic Design Ball State University Muncie, Indiana Bachelor of Science // Fashion Merchandising/ Marketing Adobe Creative Suite // Illustrator InDesign Photoshop Website Design // HTMUCCS MailChimp Microsoft Office // Excel PowerPoint word GRAPHIC DEcIr-'NER — PROJECT EXPERIENCE N NDNO City of Indio — Created branded ads for numerous City campaigns and events, including Second Saturdays, take center stage Farmers Market and Day of the Dead, as well as City Hall directional and door signs, popup canopies and Coming Soon banners for downtown. T� Civil Rights Institute of Inland Southern California — v� Designed all outreach materials for the grand opening event, including the save -the -date, invitation, social media ~® frames, flyers, digital ads, billboards, rack cards, board cards and eblasts. Successful outreach drew more than 1,000 people to the celebration. California Club— Updated communications forthis historic and exclusive social club in downtown Los Angeles. The challenge included modernizing the look of all materials for members and prospective members while maintaining a sense of sophistication and tradition. Branded materials ranged from a membership guide and wedding events brochure to social media frames and a coffee table book about the club. College of the Desert — Advanced the 2020 annual report with modern themed designs. Crafted a marketing campaign look behind "Create Tomorrow" to bridge the reflective Annual Report with the forward focused State of the College event collateral and invites, harmonizing a look that allows the audience to look to the past while envisioning the future. Designed a numberflyers, banners, catalogs, signage, maps, reports, billboards and other collateral based on institutional brand guidelines. Cal Domestic Water Company — Created the layout, curate d photography and designed the company's 2021 %Annual Report, as well as an in-depth salary survey report r� 1 t presented to the Board of Directors. Other work for this client includes design of shareholder outreach materials and the strategic plan. arnc 6M i • s • r. • lie Is €: 11 s � 12 0 With a customer base of more than 333,000 residents, the Water Resources Division is responsible for hundreds of miles of water and sewer mains, maintaining water quality and ensuring a reliable supply. Additionally, it is important that the Division convey to the public the immense responsibility and value of its prime commodities: water, sanitary sewer service and an exceptional staff. All communications should reinforce Santa Ana's position as a regional leader in water management and treatment, as well as the City's commitment to using technology for the most efficient and cost-effective service. CV Strategies understands the need to convey this information through the Water Quality Report, in the Strategic Plan and through various communications platforms, including newsletter articles, opinion -editorials, brochures, fact sheets and more. "o ■ ■ an q H, ■A■■ ■ ! MAR CV Strategies will use a proven, four -phase process based on research, planning, implementation and evaluation to create compelling communications materials and strategic planning documents that help the Division successfully tell its story. Our approach will focus on awareness, agility and measurable gains, creating goodwill among stakeholder groups by creating messaging that is firmly rooted in research and best management practices. The message is then delivered and evaluated for effectiveness, allowing us to pivot as necessary. By using this process, CV Strategies constructs communication that has impact across a wide range of stakeholder groups and outreach. SPECIAL CONSIDERATION; Given the City's diverse demographics, special attention must be paid notjust to translation of materials but also to ensuring all segments of the population are represented in photographs and videography and that content is culturally sensitive. CV Strategies is prepared and qualified to address these concerns based on our firm's successful representation of numerous special districts and municipalities in ethnically diverse communities across Southern California. ■ PRUJEU I UNDERSTANDING RESEARCH IMPLEMENTATION CV Strategies will leverage its experience with Santa Ana's Water Resources Division for the research portion of our work. We will utilize our in-depth knowledge of the area, your customers and stakeholders, and our work history on Division issues to provide important background and contextual information for each outreach task. Wewill also gauge public impact and media perception by assessing website and social media analytics, media coverage and internal feedback. Utilizing this data will provide insight that allows us to better reach and engage stakeholders and increase the return on your outreach investment. CV Strategies' unique, collaborative approach to crafting outreach materials yields results. Our award -winning creative team includes strategists and writers, graphic designers, web specialists and videographers who can take each assignment and turn it into an effective messaging vehicle. We hold our own brainstorming sessions to develop the right phrase, the right visuals and the right product, whether we are creating a billboard, an ad, a legally required document or a newsletter. Each piece we produce includes the full measure of our skills to ensure effectiveness. PLANNING EVALUATION y1t Timing is everything if outreach is to be successful, which is why our team prioritizes scheduling and deadlines. Each assignment will begin with a kick-off call or meeting to define the project's goals, objectives and audience, and set deadlines for deliverables and staff review. From there, CV Strategies will create a detailed timeline managed through the collaborative, online Monday.com platform. This allows for deliverable -specific comment, content and design tracking, an important resource for agency feedback and keeping everyone on the same page. Throughout the process, we will keep agency staff informed through regular phone calls, emails and progress meetings as needed. * Evaluation is a valuable tool that enables us to assess the impact of outreach efforts and nVX will inform the work on future projects. Each assignment will be evaluated for whether it achieved the stated goals and objectives. For example: How many people showed up to the meeting or event that was advertised? What kind of feedback was received in response to outreach? Did a social media post generate a positive discussion and/or comments? What did the analytics show? These are the measures we will use to direct projects going forward, so we are able to land on the sweet spot of what content, visuals and tone are most effective. This process allows us to identify what worked and fix what didn't. The result will be a holistic approach to outreach that provides measurable success every step of the way. Scope of Work DEVELOP INTERACTIVE AND WEB -BASED WATER QUALITY REPORTS �'- ■ Meet with staff to determine format, content topics and ®� deadlines, ensuring delivery date of final document to staff by �y9 June 1 of each year 3/ ■ Coordinate with the Executive Director of the Public Works Agency and Deputy Public Works Director/Water Resources Manager to ensure their messages reflect the organization's vision and priorities ■ Create a custom infographic that highlights accomplishments detailed in the annual report, such as AM[ deployment, new wells and infrastructure upgrades ■ Research and write 12 staff -determined articles, including messages from leadership ■ Provide visual concepts for staff review, including branded icons, photography and infographics, and incorporate water quality data and tables ■ Translate content to Spanish and other languages as needed ■ Update information on the Water Quality Report up to four times per year ■ Deliver document in PDF format for printing ■ Audit current strategic partnerships and provide suggestions to build, foster and leverage current and potential connections DEVELOP A MULTI -YEAR STRATEGIC PLAN ■ Leverage the strategic planning work our firm completed in 2022, which included three workshops with leadership and management team members, a TOWS assessment, and creation of the Division's mission, vision and values, as well as goals and objectives within key topic areas ■ Plan and facilitate an additional round of meetings to gather updates and fill any information gaps from the previous effort ■ Create draft Strategic Plan that sets the Division's course over the next three to five years and includes success metrics and implementation schedule ■ Finalize Strategic Plan based on client feedback PROVIDE AUXILIARY COMMUNICATIONS SERVICES ■ Meet regularly with staff to determine needs, priorities and timeline, and provide updates to schedule of deliverables ■ Provide copywriting and editing services, including scripts, talking points PowerPoint presentations, social media, press releases and collateral ■ Employ our extensive knowledge of the water industry to interpret trends and distill complex topics for council, staff and stakeholders ■ Design nameplates, looks and graphic elements for all collateral and campaign materials ■ Develop campaigns and annual events, with outreach strategies, key messages, implementation plans and recommendations for partnerships to increase promotions ■ Facilitate translation of materials into Spanish and Vietnamese ■ Create 24 direct mail pieces on topics such as water conservation, capital projects and Proposition 218 notifications ■ Write 12 articles related to operations of the water and wastewater systems ■ Cultivate relationships with members of the local and regional media ■ Create a children's activity booklet with original, branded, water -related worksheets and word searches ■ Design bus shelter ads, with four designs for each campaign ■ Script and shoot video interviews and b-roll and produce videos for the website and social media Relevant Experid-Mce References ..�" CONTACT Tom Coleman, General Manager TColeman@rwd.org 1 562.697.1726 CV Strategies is the on -call communications arm for Rowland Water District. In addition to providing guidance on strategic planning initiatives and legislative outreach, CV Strategies is tasked with updating, creating content and providing infographics for the District's website and social media accounts. Our firm also generates Rowland's newsletters, annual reports and other digital and print collateral as needed and produced a 6-minute video celebrating the District's history. Extensive rates assistance has included presentation materials for the Board, FAQs, newsletters and bill inserts about rate changes, and spokesperson training. Li W4 w, timwn r _.q p a _ O� r CONTACT Thad Bettner, General Manager tbettner@gcid.net 1 530.934.8881 Working with staff, CV Strategies developed a long-term communications strategy for the District, which struggled with lack of branding, delays in disseminating important information to stakeholders, and a website that did not reflect current operations or accurately portray GCID's important position in the region. We began by assembling a comprehensive communications framework that included design of a new logo and branded elements, key message development, a website overhaul, and tactics for increasing engagement with employees, landowners, water users, lawmakers and regulatory agencies. As we continue to flesh out the remaining components of the Strategic Communications Plan, the changes have been well -received by the Board, staff and community. CONTACT Mauricio Guardado, General Manager mauriciog@unitedwater.org 805.525.4431 CV Strategies organized and promoted the District's Sustainability Summits in 2020, 2021 and 2022. The innovative conference is designed to identify collaborative solutions to regional water supply challenges. We secured panel participation by State Water Resources Control Board member Dorene D'Adamo and local decision makers. Our team also redesigned the District's website to create a more modern and accessible portal for public information, with revised content, graphics and movement. CV Strategies is closely involved in other aspects of outreach and communications for the District, including strategic consultation, legislative support, collateral development and design, social media, factsheets, presentations and more. L&KJ GCID 0 GLENN-COLUSA IRRIGATION DISTRICT STYLE SHEET 2021 PIR V X19 IOUI NAIII luq MIS r . `._� 7 CONTACT Marion Champion, Government and Public Affairs Manager mchampion@mswd.org 760.329.6448 x145 CV Strategies has advanced the Mission Springs Water District narrative for nearly a decade. Working in collaboration with the Public Information Department, we have crafted a five-year Strategic Communications Plan, as well as developed multiple campaigns on the value of water, conservation, assessment districts, wastewater treatment facility projects and meter replacements. We offer communications counsel in times of crisis and have deftly helped the District navigate through critical periods of community concern. Mission Springs Water JDistrict COMMUNICATIONS PLAN . 1 M'S" S,,"ga NI Oialncl iv o�.�w�xaeree eoionca. in. .....gpvymonl ary im�a mi, henm.. OSSI -I0,N..=eem. xuxe mswoeyncenry F�n110X`.cv a lt¢, WmeeuiaSN" P.S naooamnwXmoPornb.nn. .__. B1 0 vlw A-vaoilmune rxv,�' n ma wxw %rv=cme.nn ® wwn..- ®••r novT m n�a n�5e mm naoe.. Dine l« prlmg June ]0. N_ iaXonm'rers S u Pnya n e�w"" M31.YMwCoxloMo WoprCMe SMbn 311X1Sxw Jetirywnry R2n Q IN,, - bocomoaAmrnptlrvlmeympeM 9 1^W 6iMMfWoelfiu '\ vy e wvr mna.nuaee.... e.euee..aee.wua ...a rmncuX..1 mm mmen ..mm..wu.w.veorw.ne...xm=..mI...,I "n.m. wixreu:.n.m.wea �. .1 nee.eu...vITT....'nn °e.armnr .I.1eosmm°vu�� iae e�pa�.orvnaereariuir. CONTACT Dr. Kirene M. Bargas, Director of Finance and Administration Kirene.Bargas@bcvwd.org 951.845.9581 ext. 224 CV Strategies helped the Beaumont -Cherry Valley Water District develop an outreach and communications program to improve contact with customers and provide information about programs, services, initiatives, events and important news. The original project started with creation of a special logo and materials to mark the District's 100th anniversary and quickly expanded from there. CV Strategies helped the District craft a social media presence populated by regular and engaging posts, and develops branded collateral and messaging for newsletters, web updates, templates, a customer welcome packet, press releases, content, infographics, a Consumer Confidence Report and breaking news updates. 2021 ANNUAL Water QuAih R. pnr, iF I { r ' Service _� '�QOaeftY • Stewardyp�p C3 CITY OF SANTA ANA RFP NO.: 23-014 CONSUMER CONFIDENCE REPORT (CCR) AND AUXILIARY SERVICES APPENDIX ATTACHMENT 3: PROPOSER'S REFERENCES List and describe fully the contracts performed 1py your firm which demonstrate your ability to provide the supplies, equipment or services included in the scope of the proposal specifications. Attach additional pages if required. The City reserves the right to contact each of the references listed for additional information regarding your firm's qualifications. Reference Customer Name: Rowland Water District Address: 3021 Fullerton Road Rowland Heights, CA 91748 Contract Amount: $105,000/year(average) Contact Individual: Tom Coleman, General Manager Phone Number: 562.697.1726 Email: TColeman@rwd.org Year: 1/1/2011 Description of supplies, equipment, or services provided: Provide on -call communications, guidance on strategic planning and outreach, update and create content and infographics for website and social media, design marketing collateral, produce videos, rates assistance, presentation materials for the Board, FAQs, newsletters and bill inserts. Reference Customer Name: Glenn-Colusa Irrigation District Address: 344 East Laurel Street Willows, CA 95988 Contract Amount: $120,000/year Contact Individual: Thad Bettner, General Manager Phone Number: 530.934.8881 Email: tbettner(cDgcid.net Year: 9/1/2021 Description of supplies, equipment, or services provided: Developed a long-term communications strategy. Assembled a communications framework including logo design, branded elements, key message development, a website overhaul, and tactics for increasing engagement with employees, landowners, water users, lawmakers and regulatory agencies. Reference United Water Customer Name: Conservation District Address: 1701 North Lombard St., Suite 200 CA 93030 Contract Amount: $90,000/year Contact Individual: Mauricio Guardado, General Manager Phone Number: 805.525.4431 Email: mauriciog@unitedwater.org Year: 5/1 /2020 of supplies, equipment, or services provided: and promoted the District's Sustainability Summits in 2020, 2021 and 2022. Redesigned the District's website. Closely involved in strategic consultation, legislative support, collateral development and design, social media, factsheets, presentations and more. City of Santa Ana RFP 23-014 Consumer Confidence Report (CCR) and Auxiliary Services CITY OF SANTA ANA RFP NO.: 23-014 CONSUMER CONFIDENCE REPORT (CCR) AND AUXILIARY SERVICES Reference Customer Name: Mission Springs Water District Address: 66575 2nd Street Desert Hot Springs, CA 92240 Marion Champion, Contact Individual: Government and Public Affairs Manager Phone Number: 760.329.6448 x145 Email: mchampion@mswd.org Contract Amount: $78,000/year Year: 7/1/2022 Description of supplies, equipment, or services provided: Crafted a five-year Strategic Communications Plan, developed multiple campaigns on the value of water, conservation, assessment districts, wastewater treatment facility projects and meter replacements, offered communications counsel in times of crisis. THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. L r •1•I:is I• ~t N� .. 25 I Below is a brief list of pertinent agencies and cities forwhich CV Strategies has developed websites, outreach or messaging campaigns. SPECIAL DISTRICTS • Beaumont -Cherry Valley Water District • Bellflower -Somerset Mutual Water Company • Byron -Bethany Irrigation District • Casitas Water District • Castro Valley Sanitary District • Chino Basin Water Conservation District • Coachella Valley Water District • Coachella Water Authority & Sanitary District • Crescenta Valley Water District • Cucamonga Valley Water District • Diablo Water District • Eastern Municipal Water District • East Valley Water District • Elsinore Valley Municipal Water District • Glenn-Colusa Irrigation District • Helix Water District • Hidden Valley Lake Community Services District • Hi -Desert Water District • Indio Water Authority • Jurupa Community Services District • Lakeside Fire Protection District • Mesa Water District • Mission Springs Water District • Moulton Niguel Water District • Municipal Water District of Orange County • Myoma Dunes Water Company • Orange County Water District • Palmdale Water District • Palmdale Recycled Water Authority • Pico Water District • Puente Basin Water Agency • Rancho California Water District • Rowland Water District • San Bernardino Municipal Water Department • San Bernardino Valley Municipal Water District • San Gabriel County Water District • San Gabriel Valley Municipal Water District • San Gorgonio Pass Water Agency • SCV Water • Solano Irrigation District • Turlock Irrigation District • United Water Conservation District • Valley County Water District • Valley of the Moon Water District • Valley Sanitary District • Walnut Valley Water District • West County Wastewater District • Western Municipal Water District • Zone 7 Water Agency/Alameda County MUNICIPALITIES • City of Banning • City of Beaumont • City of Chino • City of Chino Hills • City of Coachella • City of Corona • City of Desert Hot Springs • City of Eastvale • City of Eureka • City of Indio • City of La Quinta • City of Menifee • City of Ontario • City of Oxnard • City of Palm Desert • City of Palm Springs • City of Rancho Cucamonga • City of Rialto • City of San Carlos • City of San Diego • City of Santa Ana • City of Tustin • City of Vallejo ASSOCIATIONS & GOVERNMENTAL AGENCIES • Association of California Water Agencies • ACWA/JPIA-Association of California Water Agencies Joint Powers Insurance Authority • American Water Works Association CA -NV • CALAFCO - California Association of Local Agency Formation Commissions • California Dates Commission • CalMutuals - California Association of Mutual Water Companies • Chino Basin Watermaster • Coachella Valley Regional Water Management Group — CV Water Counts • CSDA- California Special Districts Association • CUEMA - California Utility Executive Management Association • Main San Gabriel Basin Watermaster • Orange County LAFCO • Rivers and Lands Conservancy • Riverside County Department of Public Social Services • Salton Sea Action Committee • San Gabriel Basin Water Quality Authority • San Gabriel Valley Water Association • Santa Ana Watershed Project Authority • SCVGSA- Santa Clarita Valley Groundwater Sustainability Agency HEALTHCARE/MEDICAL • Arrowhead Regional Medical Center • Desert Regional Medical Center • Desert Healthcare District • Desert Oasis Health Care • Heritage Victor Valley Heath Care • Hi -Desert Medical Center ATTRACTIONS/TOURISM/RETAI L • Augustine Casino • Big Rock Pub • City of Indian Wells — The Vue • El Paseo Jewelers • El Paseo Shopping District • Fashion Island • Mitch's on El Paseo • Palm Desert Aquatic Center • Palm Springs Art Museum • Spotlight 29 Casino • The Living Desert • Westin Mission Hills • Westminster Mall EDUCATION • College of the Desert • College of the Desert Alumni Association • College of the Desert Foundation • Inland Empire/Desert Regional Consortium • Norco Community College • San Bernardino County Superintendent of Schools • San Diego Miramar College Additional Informal • Strategic Counsel — CV Strategies Community Meetings — CV Strategies provides valuable insight on operations, provides event support to increase communications and government relations. .t, community engagement and This high-level support will help guide customer attendance. outreach and stakeholder -relations efforts. Legislative Support — We know local and regional players. Working with staff to prepare legislative documents and research relevant policy will help create an atmosphere for successful policy development and implementation. Media Relations — Staff members at CV Strategies have years of experience in 0— newsrooms and with print media, as well as close relationships with local journalists. We understand how to develop press releases and media alerts that will stand above the rest and achieve results. / Collateral Development — CV Strategies I { sees the value in creating compelling, engaging pieces that connect with customers. Our expertise yields a professional product guided by the agency's communications strategy and vision. NJ®� Design Services — From web to advertisements to document design, CV Strategies' in-house design team turns copy into dramatic visual storytelling. Photography and Video Services —Given in the importance of visual communication, CV Strategies staffs both a photographer and videographer to create and enhance images and video content that complement compelling written content to tell a complete story. • Training —Focused sessions help staff and �' elected officials hone in on skills that are I' foundational for agency communication efforts. We build employee confidence and competence through training that includes role-play, practice, and guide materials for ongoing support. Surveys and Analysis — CV Strategies' pollsters will design and conduct large- scale surveys designed to gauge the interest, knowledge and satisfaction among customers and stakeholders. The information is reviewed and analyzed to identify trends and develop outreach recommendations. Translation — Our skilled translator on staff can quickly transform written content into Spanish, or assist with community meetings by providing on -the -fly translation services. One of the things that differentiates CV Strategies from our competitors is that we maintain a fully staffed and equipped video department, which allows us to produce TV -quality videos for our clients. We offer all aspects of video services, including concepting, scriptwriting, interviews, field producing, drone shots, animation, voiceovers and editing. This in-house approach allows us to closely control project quality and costs. EQUIPMENT AVAILABLE: ■ 1 TB SSD Card ■ 24-105 Canon Lens ■ Angler Softbox ■ Black Large Tripod ■ Black Magic Pocket Cinema 4K Camera ■ Black Sandbags ■ Brinno Portable Camera ■ Brinno Time Lapse Grip ■ C-Stand ■ Camvate Shoulder Stand ■ DJI Mavic 2 Drone ■ DJI Mavic 2 Controller ■ Feel World F6 Plus Monitor for Canon Camera ■ Glide Gear Teleprompter ■ GVM Portable Lightpanel ■ Indi-Pro ■ Ipad ■ Litepanels Astra 6X LED Panel ■ Metal Light Stand ■ Orange Output Extender ■ Outlet Spliter ■ Portable Light Stand(s) ■ PowerDewise Lav Mic ■ Rode Wireless GO II ■ SD Cards ■ Smartphone Vlogging Kit ■ Tripod for Brinno Camera Attachments CITY OF SANTA ANA RFP NO.: 23-014 CONSUMER CONFIDENCE REPORT (CCR) AND AUXILIARY SERVICES APPENDIX ATTACHMENT 5: CERTIFICATIONS City of Santa Ana RFP 23-014 Consumer Confidence Report (CCR) and Auxiliary Services Page 31 CITY OF SANTA ANA RFP NO.: 23-014 CONSUMER CONFIDENCE REPORT (CCR) AND AUXILIARY SERVICES NON-COLLUSIQN AFFIDAVIT (Title 23 United States Code Section 112 and Public Contract Code Section 7106) In conformance with Title 23 United States Code Section 112 and Public Contract Code 7106 the BDDER declares that the bid is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation', that the bid is genuine and not collusive or sham; that the BIDDER has not directly or Indirectly induced or solicited any other BIDDER to put in a false or sham bid, and has not directly or indirectly colluded, conspired, connived, or agreed with any BIDDER or anyone else to put In a sham bid, or that anyone shall refrain from bidding; that the BIDDER has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the bid price of the BIDDER. or any other BIDDER, or to fix any overhead, profit, or cost element of the bid price, or of that of any other BIDDER, or to secure any advantage against the public body awarding the contract of anyone interested in the proposed contract; that all statements contained in the bid are true; and, further, that the BIDDER has not, directly or Indirectly, submitted his or her bid price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, or paid, and will not pay, any fee to any corporation, partnership, company association, organization, bid depository, or to any member or agent thereof to effectuate a collusive or sham bid. Note: The above Non -collusion Affidavit is part of the Proposal. BIDDERS are cautioned that making a false certification may subject the certifier to Signed State of Califpar!a Countyof, Sscribed a-�nr-dsworn to (or affirmed) before me on this j i day of IE 2�' y ,y,r,�,, proved to me on the basis of satisfactory evidence to be the person(sj who appeared befo^reyN re \ Notary Public Seal µ,aalwtl: one np m� •'-.. - knAn vs _L<W�nnriAi.rCirrtnN 511 is5 ubaCMpl[O'gh'Q"\nrdnU sa wcor_dnUtndt,y(daVve�f�ya;_g/yr_'3^i1eCdyt e � •' t4*10,710 qnKa`cwry_$tlenQd b .d"." 1l / i f YA �, t } , City of Santa Ana RFP 23- Consumer Confidence Report (CCR) and Page 32 RFP NO.: 23-014 CONSUMER CONFIDENCE REPORT (CCR) AND AUXILIARY SERVICES NON -LOBBYING CERTIFICATION The prospective participant certifies, by signing and submitting this bid or proposal, to the best of his or her knowledge and belief, that: (1) 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 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 this Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard Form-LLL, "Disclosure of Lobbying Activities," in conformance with its instructions. This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by Section 1352, Title 31, U.S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. The prospective participant also agrees by submitting his or her bid or proposal that he or she shall require that the language of this certification be included in all lower tier subcontracts, which exceed $100,000 and that all such subrecipients shall certify and disclose accordingly. Signed: 611(i I A, Title: President Firm: CV Strategies Date: 4/25/2023 City of Santa Ana RFP 23-026 Consumer Confidence Report (CCR) and Auxiliary Services Page 33 CITY OF SANTA ANA RFP NO.: 23-014 CONSUMER CONFIDENCE REPORT (CCR) AND AUXILIARY SERVICES NON-DISCRIMINATION CERTIFICATION The undersigned consultant or corporate officer, during the performance of this contract, certifies as follows: 1. 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, state 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 furnish 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. - City of Santa Ana RFP 23-026 Consumer Confidence Report (CCR) and Auxiliary Services Page 34 CITY OF SANTA ANA RFP NO.: 23-014 CONSUMER CONFIDENCE REPORT (CCR) AND AUXILIARY SERVICES 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 by rules, regulations, or orders of the Secretary of Labor issued pursuant to Section 204 of Executive Order 11246 of September 24, 1965, so that such provisions will be binding upon each subcontract or purchase order as the administering agency may direct as means of enforcing such provisions, including sanctions for noncompliance; provided, however, that in the event the Consultant becomes involved in, or is threatened with, litigation with a subconsultant or vendor as a result of such direction by the administering agency, the Consultant may request that the United States enter into such litigation to protect the interests of the United States. 8. 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: 9Ina, I I. I Afi —,-- Title: President Firm: CV Strategies Date: 4/25/2023 City of Santa Ana RFP 23-026 Consumer Confidence Report (CCR) and Auxiliary Services Page 35 EXHIBIT C COMPENSATION Consultant's Fee Proposal including hourly rates if applicable EXHIBIT C COST PROPOSAL CITY OF SANTA ANA PUBLIC WORKS AGENCY Consumer Confidence Report (CCR) and Auxiliary Services t�ia�uo�T:. ..��i s a, SUBMITTED FRIDAY, MAY 12, 2023, BY: RFP 23-014 Los Angeles • Palm Desert - Sacramento CVSTRATEGIES.COM Fee Item #1: Interactive and web based CCR Lump Sum $9,020 (per calendar year) I Fee Item #2: Strategic Plan Auxiliary Services (See rate chart below) Lump Sum 1 $8,750 Costs based on hourly rates provided below. - RATES FOR COMMUNICATIONS SERVICES -CONTRACT TERMS & CONDITIONS CV Strategies is prepared to begin work on this project beginning immediately. Either party may end this agreement by providing written notice to the other party. In the event of termination, CV Strategies shall be paid for all hours and expenses accrued up to the date of termination. CV Strategies will notify City of Santa Ana as we are approaching the estimated cost above. Our firm owns and maintains all of its own equipment and supplies are included in the cost so there would be no additional charge to the client. Optional services or any variability in services rendered by CV Strategies will be billed to the client based on the hourly rate for communications services and will be agreed to by providing a signed written notice. Hard costs incurred by CV Strategies will be billed to the client with a nominal service charge of 10% (not to exceed $250 per item). This includes all anticipated hard costs such as printing, mailing, photography, video, advertising, etc. Required travel mileage will be billed at the published IRS rate. Travel time is billed at half time. All services and hard costs will be billed monthly. Invoices should be paid in full upon receipt. CITY OF SANTA ANA RFP NO.: 23-014 CONSUMER CONFIDENCE REPORT (CCR) AND AUXILIARY SERVICES APPENDIX ATTACHMENT 2: FEE PROPOSAL Certification - I certify that I have read, understand and agree to the terms and conditions of this Request for Proposal. I have examined the ATTACHMENT 1: SCOPE OF WORK. I am familiar with all the existing conditions and limitation that may impact work requests. I understand and agree that I am responsible for reporting any errors, omissions or discrepancies to the City for clarification prior to the submission of my proposal. CCR: Proposal Item Price —Lump Sum Fee (Per Year) must be inclusive of all costs, including, but not limited to, direct and indirect costs for labor, overhead, incidental supplies, travel, mileage, and fuel to produce the annual Water Quality Consumer Confidence Report. Strategic Plan: Proposal Item Price —Lump Sum Fee must be inclusive of all costs, including, but not limited to, direct and indirect costs for labor, overhead, incidental supplies, travel, mileage, and fuel to produce Strategic Plan. Proposer shall submit hourly rates schedule, which shall include but not limited to, direct and indirect costs for labor, for staff per job classification, material, equipment rates, overhead, incidental supplies, travel, mileage, and fuel. Any special materials purchased by the consultant only after discussed and authorized by the City projects manager or designee in writing Prior to commencement of auxiliary services, Consultant shall provide separate quotes, upon request by the City, which shall be approved by the City's Public Works Water Resources Division. FEE SCHEDULE The undersigned declares that he/she has carefully examined the request for proposal, that he/she has examined the Proposed Scope of Services, and hereby proposes to furnish all material and do all the work required to complete the said work in accordance with said Proposed Scope of Services, for the unit price(s) set forth in the following schedule: TO: CITY COUNCIL OF THE CITY OF SANTA ANA FROM: CV STRATEGIES Item # Bid Item Unit Quantity Amount Consumer Confidence Report (CCR) 1. Consumer Confidence Report 1 Lump Sum Calendar Year $ 9,020 Consumer Confidence Report Total: $ 36,080 City of Santa Ana RFP 23-014 Consumer Confidence Report (CCR) and Auxiliary Services Page 17 CITY OF SANTA ANA RFP NO.: 23-014 CONSUMER CONFIDENCE REPORT (CCR) AND AUXILIARY SERVICES Strategic Plan 2. Strategic Plan 1 Lump Sum $ 8,750 Strategic Plan Total: $ 8,750 BIDDER INFORMATION: Legal Company Name: CV Business address: 73700 Dinah Shore Drive, Ste 402 Palm Desert, CA 92211 Phone Number: 760-776-1766 Email Address: Authorized Sign Name: Erin LaCombe Title: City of Santa Ana RFP 23-014 Consumer Confidence Report (CCR) and Auxiliary Services Page 18 Ejhjubmmz!tjhofe! cz!Bohjf! Bohjf! Bdfwfep! Ebuf;!3135/14/15! 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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 CONTACT NAME: Hiscox Inc.d/b/a/Hiscox Insurance Agency in CA PHONE FAX A/C No Ezt: ($$$)202-3007 A/C No): 5 Concourse Parkway E-MAIL Suite 2150 ADDRESS: contact@hiscox.com Atlanta GA,30328 INSURER(S)AFFORDING COVERAGE NAIC# INSURERA: Hiscox Insurance Company Inc 10200 INSURED INSURER B STRAIGHTLINE COMMUNICATIONS INSURERC: 14930 Greenleaf Street Sherman Oaks,CA 91403 INSURER D: INSURER E: INSURER F: COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR TYPE OF INSURANCE ADDL SUBR POLICY EFF POLICY EXP LIMITS LTR I POLICY NUMBER MM/DD/YYYY MM/DD/YYYY X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 1,000,000 DAMAGE TO_7TED CLAIMS-MADE � OCCUR PREM SES(Ea occurrence)ence) $ 100,000 MED EXP(Any one person) $ 5,000 A Y P100.042.462.11 01/12/2025 01/12/2026 PERSONAL&ADV INJURY $ 0 GEN X 'LAGGREGATELIMITAPPLIESPER: GENERAL AGGREGATE $ 2,000,000 JPRO- POLICY LOC PRODUCTS-COMP/OP AGG $ S/T Gen.Agg. OTHER: $ AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $ Ea accident ANY AUTO BODILY INJURY(Per person) $ ALL OWNED SCHEDULED BODILY INJURY(Per accident) $ AUTOS AUTOS NON-OWNED PROPERTY DAMAGE $ HIRED AUTOS AUTOS Per accident UMBRELLALIAB OCCUR EACH OCCURRENCE $ EXCESS LIAB CLAIMS-MADE AGGREGATE $ DED I I RETENTION$ $ WORKERS COMPENSATION PER OTH- AND EMPLOYERS'LIABILITY Y/N STATUTE ER ANYPROPRIETOR/PARTNER/EXECUTIVE ❑ NIA E.L.EACH ACCIDENT $ OFFICER/MEMBEREXCLUD ED? (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $ If yes,describe under DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT I $ A Professional Liability Y P100.042.069.11 01/12/2025 01/12/2026 Each Claim:$1,000,000 Aggregate:$2,000,000 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached if more space is required) City of Santa Ana, its officers,employees,agents and representatives are Additional Insureds with respect to General and Professional Liability per the attached endorsements as required by written contract. Insurance Primary and Non-contributory.Waiver of Subrogation applies. Hiscox will provide 30 Days Notice of Can cellation with 10 Days Notice for Non-Payment of Premium in accordance with the policy provisions. Tu Tran Digitally signed by APPROVED Tu Tran Nguyen Nguyen °o385°z000z By Tu Tran Nguyen at 10:38 am, Feb 12, 2025 CERTIFICATE HOLDER CANCELLATION City of Santa Ana, Risk Management Division 20 Civic Center Plaza SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE 4th floor THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN Santa Ana,CA 92701 ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE ©1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD DATE(MM/DD/YYYY) A�" CERTIFICATE OF LIABILITY INSURANCE 02/05/2025 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER.THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND,EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S),AUTHORIZED REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED,the policy(ies)must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED,subject to the terms and conditions of the policy,certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT CSC NAME: Mylo LLC PHONE (g44)863-5950 FAX AIC No Ext: A/C,No): 8880 Ward Parkway E-MAIL ADDRESS: Suite 200 INSURER(S)AFFORDING COVERAGE NAIC# Kansas City MO 64114 INSURERA: United Financial Casualty Co 11770 INSURED INSURER B Straightline Communications LLC INSURER C: 14930 Greenleaf St INSURER D: INSURER E: Los Angeles CA 91403 INSURER F: COVERAGES CERTIFICATE NUMBER: CL252523508 REVISION NUMBER: THIS IS TO CERTIFYTHAT 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 CONTRACTOR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAYBE ISSUED OR MAY PERTAIN,THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR TYPE OF INSURANCE ADDL UBR POLICY NUMBER M�DD YYYYMLICY EFF O DD YYYY LIMITS ICY EXP LTR INSD WVD 4-10 MMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ CLAIMS-MADE OCCUR PREM IS (a occur DAMAGE TO RENTED $ MED EXP(Any one person) $ PERSONAL&ADV INJURY $ GEN'LAGGREGATE LIMITAPPLIES PER: GENERAL AGGREGATE $ POLICY ❑ PRO- ❑ LOC PRODUCTS-COMP/OPAGG $ JECT OTHER: $ AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $ 1,000,000 Ea accident ANYAUTO BODILY INJURY(Per person) $ A OWNED �/ SCHEDULED Y Y 980097855 10/17/2024 04/17/2025 BODILY INJURY(Per accident) $ AUTOS ONLY /� AUTOS HIRED NON-OWNED PROPERTY DAMAGE $ AUTOS ONLY AUTOS ONLY Per accident Uninsured motorist $ 1,000,000 UMBRELLA LIAB OCCUR EACH O�.,"' 6"CCU_RRRE"'y'vNC"" E $ EXCESS LIAB CLAIMS-MADE AGGREGATE $ DED I I RETENTION$ r $ WORKERS COMPENSATION PER OTH- AND EMPLOYERS'LIABILITY Y/N STATUTE ER ANY PROPRIETOR/PARTNER/EXECUTIVE El E.L.EACH ACCIDENT $ OFFICER/MEMBER EXCLUDED? (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $ If yes,describe under DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $ DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached if more space is required) City of Santa Ana,its officers,employees,agents and representative are Additional Insureds with respects to Commercial Auto Liability per the attached endorsements as required by written contract.Insurance Primary and Non-Contributory.Waiver of Subrogation applies.Progressive Commercial Auto will provide 30 Days'Notice of Cancellation for Non-Payment of Premium in accordance with the policy provisions. Scheduled Auto:2019BMW X3 Vin#5UXTR7C54KLR51417 CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF,NOTICE WILL BE DELIVERED IN City of Santa Ana,Risk Management Division,4th FI ACCORDANCE WITH THE POLICY PROVISIONS. 20 Civic Center Plaza AUTHORIZED REPRESENTATIVE Santa Ana CA 92702 "�k�yartA ©1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD WORKERS' COMPENSATION DECLARATION I Linda O'Hanlon, President hereby affirm under penalty of (Name/Title) perjury, the following declaration: I certify on behalf of Straightline Communications that during the term of my contracts with the Public Works Agency, Water Resources (Organization Name) Division and the Public Works Agency, I will not employ any person in any manner so as to become subject to the workers' compensation laws of California and agree that if I should become subject to the workers' compensation provisions of Section 3700 of the Labor Code, I shall forthwith comply with those provisions. DATE: February 11, 2025 By: Name: Linda O'Hanlon Title: President Telephone: 818-386-1916 WARNING: FAILURE TO SECURE WORKERS' COMPENSATION COVERAGE IS UNLAWFUL, AND SHALL SUBJECT AN EMPLOYER TO CRIMINAL PENALTIES AND CIVIL FINES UP TO ONE HUNDRED THOUSAND DOLLARS ($100,000). IN ADDITION TO THE COST OF COMPENSATION, DAMAGES AS PROVIDED FOR IN SECTION 3706 OF THE LABOR CODE, INTEREST, AND ATTORNEY'S FEES. PROGRESSIVE PROGRElI/UE' P.O.BOX 6807 COMMERCIAL CLEVELAND,OH 44101 Policy number: 980097855 Underwritten by: United Financial Cas Co Insured: Straightline Communications LLC Straightline Communications LLC 14930 GREENLEAF ST August 13,2024 LOS ANGELES,CA 91403 Policy Period:Oct 17,2024-Apr 17,2025 Mailing Address United Financial Cas Co PO Box 94739 Additional insured endorsement Cleveland,CH44101 1-800-444-4487 Name of Person or Organization For customer service, 24 hours a day, City of Santa Ana, Risk Management Division, 4th Floor 7 days a week 20 Civic Center Plaza Santa Ana, CA 92702 This endorsement modifies insurance provided under the commercial auto policy and any endorsements thereto affording liability coverage. The person or organization named above is an insured with respect to such liability coverage as is afforded by the policy, but this insurance applies to said insured only as a person liable for the conduct of another insured and then only to the extent of that liability. We also agree with you that insurance provided by this endorsement will be primary for any power unit specifically described on the Declarations Page and showing liability coverage. Limit of Liability Bodily Injury Not applicable Property Damage Not applicable Combined Liability $1,000,000 each accident All other terms, limits and provisions of this policy remain unchanged. This endorsement applies to Policy Number:980097855 Issued to(Name of Insured):Straightline Communications LLC Effective date of endorsement:October 17, 2024 Policy expiration date:April 17, 2025 Form 1198(07/16) PROGRESSIVE PROGRElI/UE' P.O. BOX 6807 COMMERCIAL CLEVELAND,OH 44101 Named insured Policy number: 980097855 Underwritten by: United Financial Cas Co August 13,2024 Straightline Communications LLC Policy Period:Oct 17,2024-Apr 17,2025 14930 GREENLEAF ST Page 1 of 3 LOS ANGELES,CA 91403 agent.progressive.com Online Service Make payments,check billing activity,print policy documents,update your policy or check the status of a claim. Commercial Auto 1-800-444-4487 Insurance Coverage Summary For oursadaustomer y 7dvice ynaweesseroice, 24 hours a da 7 days a week. This is your Renewal Declarations Page This Renewal Declarations Page is effective only if the minimum amount due to renew your policy is received or postmarked by October 17,2024. Your coverage begins on October 17,2024 at 12:01 a.m. This policy expires on April 17,2025 at 12:01 a.m. Your insurance policy and any policy endorsements contain a full explanation of your coverage.The policy limits shown for an auto may not be combined with the limits for the same coverage on another auto,unless the policy contract allows the stacking of limits. The policy contract is form 6912(02/19).The contract is modified by forms 2852CA(02119),4757(02/19), 1198(07/16),8610 (02/19),Z311 (02/19),Z313(04/21),4852CA(02/19),4881CA(02/19)and Z228(01/11). The named insured organization type is a corporation. Outline of coverage Description Limits Deductible Premium ............................................................................................................................................................................. Liability To Others $1,344 Bodily Injury and Property Damage Liability $1,000,000 combined single limit ............................................................................................................................................................................. Uninsured/Underinsured Motorist $1,000,000 combined single limit 139 ............................................................................................................................................................................. Uninsured Motorist Property Damage Rejected - ............................................................................................................................................................................. Medical Payments $5,000 each person 15 ............................................................................................................................................................................. Comprehensive 128 See Auto Coverage Schedule Limit of liability less deductible ............................................................................................................................................................................. Collision 542 See Auto Coverage Schedule Limit of liability less deductible ............................................................................................................................................................................. Rental Reimbursement 37 See Auto Coverage Schedule ............................................................................................................................................................................. Roadside Assistance 7 See Auto Coverage Schedule Limit of liability less deductible ............................................................................................................................................................................. Subtotal policy premium $2,212.00 ............................................................................................................................................................................. Waiver of Subrogation Fee 50.00 ............................................................................................................................................................................. Additional Insured Fee 30.00 ............................................................................................................................................................................. California Vehicle Assessment Fee 0.88 ............................................................................................................................................................................. Total 6 month policy premium and fees $2,292.88 19 Continued Form 6489 CA(05/21) Policy number: 980097855 Straightline Communications LLC Page of 3 Important information about fees An installment fee of$6.00 has been included in each payment.You may avoid paying installment fees by paying your premium of$2,292.88 in full by October 17, 2024.You may reduce the amount you pay in installment fees by paying your premium in larger amounts and fewer installments. Please call 1-800-444-4487 for details. The following additional fees may apply: Late payment fee $10.00 Fee for returned checks or refused payments $20.00 Rated drivers ....................................................................................................................................................................... 1. Linda C'Hanlon Auto coverage schedule 1. 2019 BMW X3 Actual Cash Value(plus$2,000.00 Permanently Attached Equip) VIN:SUXTR7C54KLR51417 Garaging Zip Code:91403 Radius:300 miles Personal use: N Body type:Sport Utility Vehicle Liability UM/UIM Med Pay Liability Premium Premium Premium ......... .................................................................................................................. Premium $1344 $139 $15 Comp Comp Collision Collision Physical Damage Deductible Premium Deductible Premium .................................................................................................................................................................. Premium $500 $128 $500 $542 Rental Rental Roadside Roadside Other Coverages Limit Premium Deductible Premium Auto Total .................................................................................................................................................................. Premium $50 per day $37 $0 $7 $2,212 Max$1,500 Additional Insured information .................................................................................................................................................................... 1. Additional Insured The City of Beverly Hills 345 FootHill Road Beverly Hills, CA 90210 .................................................................................................................................................................... 2. Additional Insured City of Santa Ana, Risk Management Division,4th Floor 20 Civic Center Plaza Santa Ana, CA 92702 Waiver of Subrogation information .................................................................................................................................................................... 1. Waiver of Subrogation The City of Beverly Hills 345 FootHill Road Beverly Hills,CA 90210 .................................................................................................................................................................... 2. Waiver of Subrogation City of Santa Ana, Risk Management Division,4th Floor 20 Civic Center Plaza Santa Ana,CA 92702 Important Notice For your protection California law requires the following to appear on this form. Any person who knowingly presents false or fraudulent information to obtain or amend insurance coverage or to make a claim for the payment of a loss is guilty of a crime and may be subject to fines and confinement in state prison. Continued Form 6489 CA(05/21) Policy number: 980097855 Straightline Communications LLC Page3 of 3 Company officers President Secretary Form 6489 CA(05/21) 40 HISCOX encourage courage® Declarations Page 40 H I SCOX HISCOX INSURANCE COMPANY INC. (A Stock Company) encourage courage® 104 South Michigan Avenue, Suite 600, Chicago, Illinois 60603 Commercial General Liability Declarations In return for the payment of the premium, and subject to all the terms of this Policy, we agree with you to provide the insurance as stated in this Policy. Declaration effective from: January 12, 2025 Policy No.: P100.042.462.11 Renewal of: P100.042.462.10 Named Insured: STRAIGHTLINE COMMUNICATIONS Address: 14930 Greenleaf Street Sherman Oaks, CA 91403 Email Address: ohanlon@straightlinecomm.com Policy period: From: January 12, 2025 To: January 12, 2026 At 12:01 A.M. (Standard Time)at the address shown above. Form of Business: Limited Liability Company Each Occurrence Limit: $1,000,000 Damage to Premises Rented to You Limit: $100,000 Any one premises Medical Expense Limit: $5,000 Any one person Personal &Advertising Injury Limit: $0 Any one person or organization General Aggregate Limit: $2,000,000 Products/Completed Operations Products-completed operations are subject to the General Aggregate Limit Aggregate Limit: Supplemental Business Personal Property Floater $0 Coverage Limit: Supplemental Business Personal Property Floater Not Applicable Coverage Deductible: All Premises You Own, Rent or Occupy Premises Number: 1 Address: 14930 Greenleaf Street Sherman Oaks, CA 91403 Total Premium: 420.00 Attachments: See attached Forms and Endorsements Schedule. CGL D001 10 18 Includes copyrighted material of Insurance Services Office, Inc.,with Pagel its permission.©ISO Properties, Inc., 2000 40 H I SCOX HISCOX INSURANCE COMPANY INC. (A Stock Company) encourage courage® 104 South Michigan Avenue, Suite 600, Chicago, Illinois 60603 IN WITNESS WHEREOF,the Insurer indicated above has caused this Policy to be signed by its President and Secretary,but this Policy shall not be effective unless also signed by the Insurer's duly authorized representative. I President Secretary Authorized Representative CGL D001 10 18 Includes copyrighted material of Insurance Services Office, Inc.,with Page 2 its permission.©ISO Properties, Inc., 2000 40 H I SCOX HISCOX INSURANCE COMPANY INC. (A Stock Company) encourage courage® 104 South Michigan Avenue, Suite 600, Chicago, Illinois 60603 Forms and Endorsements Schedule Forms and Endorsements made part of this policy at time of issue: CGL D001 10 18-Commercial General Liability Declarations INT D001 01 10- Forms and Endorsements Schedule CG 00 01 12 07- General Liability Coverage Form CGL E5401 CW(03/10)- Definition of Employee CGL E5403 CW(03/10)- Notice Information CGL E5404 CW(03/10)- Exclusion - Personal Information CGL E5407 CW(03/10)- Exclusion - Professional Services CGL E5408 CW(03/10)- Cancellation Provision (14 Day Full Refund) CGL E5409 CW(03/10)- Right and Duty to Select Defense Counsel CGL E5421 CW(02/14)-Additional Insured -Automatic Status IL 00 17 11 98- Common Policy Conditions IL 00 21 09 08- Nuclear Energy Liability Exclusion Endorsement(Broad Form) CG 00 68 05 09- Recording and Distribution of Material or Information in Violation of Law Exclusion CG 21 41 11 85- Exclusion - Intercompany Products Suits CG 21 38 11 85- Exclusion - Personal and Advertising Injury CGL E2221 CW(10/23)- Exclusion - Privacy and Cyber Incidents IL 02 70 09 08- California Changes-Cancellation and Nonrenewal CG 32 34 01 05- California Changes CGL E5581 CW(03/16)- Primary and Noncontributory- Other Insurance Condition CGL E5402 CW(03/10)- Modified Waiver of Transfer of Rights of Recovery Against Others To Us CGL E5405 CW(03/10)- Exclusion - Damage to Primary Residence IL 09 85 12 20- Disclosure Pursuant To Terrorism Risk Insurance Act CG 21 70 01 15- Cap On Losses From Certified Acts Of Terrorism CG 20 26 07 04-Additional Insured - Designated Person or Organization CGL E1954 CW(05/20)-Asbestos- Exclusion CGL E1975 CW(05/20)- Limitation of Coverage to Business Operations CG 21 32 05 09- Communicable Disease Exclusion CGL E2227 CW(03/23)-Amended War Exclusion CGL E2225 CW(01/23)- Cannabis Exclusion CGL E1952 CW(05/20)- Exclusion -Anti-Stacking CG 40 32 05 23- Exclusion - Perfluoroalkyl and Polyfluoroalkyl Substances (PFAS) INT N003 CW (01/19)- Policyholder Notice Electronic Delivery INT N001 CW (01/09)- Economic And Trade Sanctions Policyholder Notice INT D001 01 10 Page 1 of 1 40 HISCOX encourage courage® Polio Wordingy 40 HISiCOX COMMERCIAL GENERAL LIABILITY CG 00 01 12 07 COMMERCIAL GENERAL LIABILITY COVERAGE FORM Various provisions in this policy restrict coverage. b. This insurance applies to "bodily injury" and Read the entire policy carefully to determine rights, "property damage" only if: duties and what is and is not covered. (1) The "bodily injury" or "property damage" is Throughout this policy the words "you" and "your" caused by an "occurrence" that takes place refer to the Named Insured shown in the Declarations, in the "coverage territory"; and any other person or organization qualifying as a (2) The "bodily injury" or "property damage" Named Insured under this policy. The words "we", "us" and "our" refer to the company providing this occurs during the policy period; and insurance. (3) Prior to the policy period, no insured listed under Paragraph 1. of Section II — Who Is The word "insured" means any person or organization An Insured and no An authorized qualifying as such under Section II — Who Is An In- by you to give or receive notice of an sured. "oc- currence" or claim, knew that the "bodily in- Other words and phrases that appear in quotation jury" or "property damage" had occurred, in marks have special meaning. Refer to Section V — whole or in part. If such a listed insured or Definitions. authorized "employee" knew, prior to the SECTION I—COVERAGES policy period, that the "bodily injury" or COVERAGE A BODILY INJURY AND PROPERTY "property damage" occurred, then any con- DAMAGE LIABILITY tinuation, change or resumption of such "bodily injury" or "property damage" during 1. Insuring Agreement or after the policy period will be deemed to a. We will pay those sums that the insured be- have been known prior to the policy period. comes legally obligated to pay as damages c. "Bodily injury" or "property damage" which because of"bodily injury" or"property damage" occurs during the policy period and was not, to which this insurance applies. We will have prior to the policy period, known to have oc- the right and duty to defend the insured against curred by any insured listed under Paragraph any "suit" seeking those damages. However, 1. of Section II — Who Is An Insured or any we will have no duty to defend the insured "employee" authorized by you to give or re- against any "suit" seeking damages for "bodily ceive notice of an "occurrence" or claim, in- injury" or "property damage" to which this in- cludes any continuation, change or resumption surance does not apply. We may, at our discre- of that "bodily injury" or "property damage" af- tion, investigate any "occurrence" and settle ter the end of the policy period. any claim or"suit"that may result. But: d. "Bodily injury" or "property damage" will be (1) The amount we will pay for damages is deemed to have been known to have occurred limited as described in Section III — Limits at the earliest time when any insured listed un- Of Insurance; and der Paragraph 1. of Section II — Who Is An In- sured or any "employee" authorized by you to (2) Our right and duty to defend ends when we have used up the applicable limit of insur- give or receive notice of an "occurrence" or ance in the payment of judgments or set- claim: tlements under Coverages A or B or medi- (1) Reports all, or any part, of the "bodily injury" cal expenses under Coverage C. or "property damage" to us or any other in- No other obligation or liability to pay sums or surer; perform acts or services is covered unless ex- (2) Receives a written or verbal demand or plicitly provided for under Supplementary Pay- claim for damages because of the "bodily ments—Coverages A and B. injury" or"property damage"; or (3) Becomes aware by any other means that "bodily injury" or"property damage" has oc- curred or has begun to occur. CG 00 01 12 07 ©ISO Properties, Inc., 2006 Page 1 of 16 0 e. Damages because of "bodily injury" include c. Liquor Liability damages claimed by any person or organiza- "Bodily injury" or "property damage" for which tion for care, loss of services or death resulting any insured may be held liable by reason of: at any time from the "bodily injury". (1) Causing or contributing to the intoxication of 2. Exclusions any person; This insurance does not apply to: (2) The furnishing of alcoholic beverages to a a. Expected Or Intended Injury person under the legal drinking age or un- "Bodily injury" or "property damage" expected der the influence of alcohol; or or intended from the standpoint of the insured. (3) Any statute, ordinance or regulation relating This exclusion does not apply to "bodily injury" to the sale, gift, distribution or use of alco- resulting from the use of reasonable force to holic beverages. protect persons or property. This exclusion applies only if you are in the b. Contractual Liability business of manufacturing, distributing, selling, "Bodily injury" or "property damage" for which serving or furnishing alcoholic beverages. the insured is obligated to pay damages by d. Workers' Compensation And Similar Laws reason of the assumption of liability in a con- Any obligation of the insured under a workers' tract or agreement. This exclusion does not compensation, disability benefits or unem- apply to liability for damages: ployment compensation law or any similar law. (1) That the insured would have in the absence e. Employer's Liability of the contract or agreement; or (2) Assumed in a contract or agreement that is "Bodily injury"to: an "insured contract", provided the "bodily (1) An "employee" of the insured arising out of injury" or "property damage" occurs subse- and in the course of: quent to the execution of the contract or (a) Employment by the insured; or agreement. Solely for the purposes of liabil- (b) Performing duties related to the conduct ity assumed in an "insured contract", rea- of the insured's business; or sonable attorney fees and necessary litiga- tion expenses incurred by or for a party (2) The spouse, child, parent, brother or sister other than an insured are deemed to be of that "employee" as a consequence of damages because of "bodily injury" or Paragraph (1) above. "property damage", provided: This exclusion applies whether the insured (a) Liability to such party for, or for the cost may be liable as an employer or in any other of, that party's defense has also been capacity and to any obligation to share dam- assumed in the same "insured contract"; ages with or repay someone else who must and pay damages because of the injury. (b) Such attorney fees and litigation ex- This exclusion does not apply to liability as- penses are for defense of that party sumed by the insured under an "insured con- against a civil or alternative dispute tract". resolution proceeding in which damages to which this insurance applies are al- leged. Page 2 of 16 ©ISO Properties, Inc., 2006 CG 00 01 12 07 0 f. Pollution (d) At or from any premises, site or location (1) "Bodily injury" or "property damage" arising on which any insured or any contractors out of the actual, alleged or threatened dis- or subcontractors working directly or in- charge, dispersal, seepage, migration, re- directly on any insured's behalf are per- lease or escape of"pollutants": forming operations if the "pollutants" are brought on or to the premises, site or lo- (a) At or from any premises, site or location cation in connection with such opera- which is or was at any time owned or tions by such insured, contractor or sub- occupied by, or rented or loaned to, any contractor. However, this subparagraph insured. However, this subparagraph does not apply to: does not apply to: (i) "Bodily injury" or "property damage" (i) "Bodily injury" if sustained within a arising out of the escape of fuels, lu- building and caused by smoke, bricants or other operating fluids fumes, vapor or soot produced by or which are needed to perform the originating from equipment that is normal electrical, hydraulic or me- used to heat, cool or dehumidify the chanical functions necessary for the building, or equipment that is used to operation of "mobile equipment" or heat water for personal use, by the its parts, if such fuels, lubricants or building's occupants or their guests; other operating fluids escape from a (i i) "Bodily injury" or "property damage" vehicle part designed to hold, store for which you may be held liable, if or receive them. This exception does you are a contractor and the owner not apply if the "bodily injury" or or lessee of such premises, site or "property damage" arises out of the location has been added to your pol- intentional discharge, dispersal or re- icy as an additional insured with re- lease of the fuels, lubricants or other spect to your ongoing operations operating fluids, or if such fuels, lu- performed for that additional insured bricants or other operating fluids are at that premises, site or location and brought on or to the premises, site or such premises, site or location is not location with the intent that they be and never was owned or occupied discharged, dispersed or released as by, or rented or loaned to, any in- part of the operations being per- sured, other than that additional in- formed by such insured, contractor sured; or or subcontractor; (iii) "Bodily injury" or "property damage" (i i) "Bodily injury" or "property damage" arising out of heat, smoke or fumes sustained within a building and from a "hostile fire"; caused by the release of gases, (b) At or from any premises, site or location fumes or vapors from materials which is or was at any time used by or brought into that building in connec- for any insured or others for the han- tion with operations being performed dling, storage, disposal, processing or by you or on your behalf by a con- treatment of waste; tractor or subcontractor; or (c) Which are or were at any time trans- (iii) "Bodily injury" or "property damage" ported, handled, stored, treated, dis- arising out of heat, smoke or fumes posed of, or processed as waste by or from a hostile fire". for: (e) At or from any premises, site or location (i) Any insured; or on which any insured or any contractors or subcontractors working directly or in- (ii) Any person or organization for whom directly on any insured's behalf are per- you may be legally responsible; or forming operations if the operations are to test for, monitor, clean up, remove, contain, treat, detoxify or neutralize, or in any way respond to, or assess the ef- fects of, "pollutants". CG 00 01 12 07 ©ISO Properties, Inc., 2006 Page 3 of 16 0 (2) Any loss, cost or expense arising out of (5) "Bodily injury" or "property damage" arising any: out of: (a) Request, demand, order or statutory or (a) The operation of machinery or equip- regulatory requirement that any insured ment that is attached to, or part of, a or others test for, monitor, clean up, re- land vehicle that would qualify under the move, contain, treat, detoxify or neutral- definition of"mobile equipment" if it were ize, or in any way respond to, or assess not subject to a compulsory or financial the effects of, "pollutants"; or responsibility law or other motor vehicle (b) Claim or "suit" by or on behalf of a gov- insurance law in the state where it is li- ernmental authority for damages be- censed or principally garaged; or cause of testing for, monitoring, cleaning (b) the operation of any of the machinery or up, removing, containing, treating, de- equipment listed in Paragraph f.(2) or toxifying or neutralizing, or in any way f.(3) of the definition of "mobile equip- responding to, or assessing the effects ment". of, "pollutants". h. Mobile Equipment However, this paragraph does not apply to "Bodily injury" or "property damage" arising out liability for damages because of "property of: damage" that the insured would have in the absence of such request, demand, order or (1) The transportation of"mobile equipment" by statutory or regulatory requirement, or such an "auto" owned or operated by or rented or claim or "suit" by or on behalf of a govern- loaned to any insured; or mental authority. (2) The use of "mobile equipment" in, or while g. Aircraft, Auto Or Watercraft in practice for, or while being prepared for, "Bodily injury" or "property damage" arising out any prearranged racing, speed, demolition, of the ownership, maintenance, use or en- or stunting activity. trustment to others of any aircraft, "auto" or wa- i. War tercraft owned or operated by or rented or "Bodily injury" or "property damage", however loaned to any insured. Use includes operation caused, arising, directly or indirectly, out of: and "loading or unloading". (1) War, including undeclared or civil war; This exclusion applies even if the claims (2) Warlike action by a military force, including against any insured allege negligence or other action in hindering or defending against an wrongdoing in the supervision, hiring, employ- actual or expected attack, by any govern- ment, training or monitoring of others by that ment, sovereign or other authority using insured, if the "occurrence" which caused the military personnel or other agents; or "bodily injury" or "property damage" involved the ownership, maintenance, use or entrust- (3) Insurrection, rebellion, revolution, usurped ment to others of any aircraft, "auto" or water- power, or action taken by governmental au- craft that is owned or operated by or rented or thority in hindering or defending against any loaned to any insured. of these. This exclusion does not apply to: j. Damage To Property (1) A watercraft while ashore on premises you "Property damage"to: own or rent; (1) Property you own, rent, or occupy, including (2) A watercraft you do not own that is: any costs or expenses incurred by you, or (a) Less than 26 feet long; and any other person, organization or entity, for repair, replacement, enhancement, restora- (b) Not being used to carry persons or tion or maintenance of such property for property for a charge; any reason, including prevention of injury to (3) Parking an "auto" on, or on the ways next a person or damage to another's property; to, premises you own or rent, provided the (2) Premises you sell, give away or abandon, if "auto" is not owned by or rented or loaned the "property damage" arises out of any to you or the insured; part of those premises; (4) Liability assumed under any "insured con- (3) Property loaned to you; tract" for the ownership, maintenance or (4) Personal property in the care, custody or use of aircraft or watercraft; or control of the insured; Page 4 of 16 ©ISO Properties, Inc., 2006 CG 00 01 12 07 0 (5) That particular part of real property on This exclusion does not apply to the loss of use which you or any contractors or subcontrac- of other property arising out of sudden and ac- tors working directly or indirectly on your cidental physical injury to "your product" or behalf are performing operations, if the "your work" after it has been put to its intended "property damage" arises out of those op- use. erations; or n. Recall Of Products, Work Or Impaired (6) That particular part of any property that Property must be restored, repaired or replaced be- Damages claimed for any loss, cost or ex- cause "your work" was incorrectly per- pense incurred by you or others for the loss of formed on it. use, withdrawal, recall, inspection, repair, re- Paragraphs (1), (3) and (4) of this exclusion do placement, adjustment, removal or disposal of: not apply to "property damage" (other than (1) "Your product"; damage by fire) to premises, including the con- tents of such premises, rented to you for a pe- (2) "Your work"; or riod of 7 or fewer consecutive days. A separate (3) "Impaired property"; limit of insurance applies to Damage To Prem- if such product, work, or property is withdrawn ises Rented To You as described in Section III or recalled from the market or from use by any — Limits Of Insurance. person or organization because of a known or Paragraph (2) of this exclusion does not apply suspected defect, deficiency, inadequacy or if the premises are "your work" and were never dangerous condition in it. occupied, rented or held for rental by you. o. Personal And Advertising Injury Paragraphs (3), (4), (5) and (6) of this exclu- "Bodily injury" arising out of "personal and ad- sion do not apply to liability assumed under a vertising injury". sidetrack agreement. Paragraph (6) of this exclusion does not apply p Electronic Data to "property damage" included in the "products- Damages arising out of the loss of, loss of use completed operations hazard". of, damage to, corruption of, inability to access, k. Damage To Your Product or inability to manipulate electronic data. "Property damage" to "your product" arising out As used in this exclusion, electronic data of it or any part of it. means information, facts or programs stored as or on, created or used on, or transmitted to or I. Damage To Your Work from computer software, including systems and "Property damage" to "your work" arising out of applications software, hard or floppy disks, CD- it or any part of it and included in the "products- ROMS, tapes, drives, cells, data processing completed operations hazard". devices or any other media which are used This exclusion does not apply if the damaged with electronically controlled equipment. work or the work out of which the damage q• Distribution Of Material In Violation Of arises was performed on your behalf by a sub- Statutes contractor. "Bodily injury" or "property damage" arising di- m. Damage To Impaired Property Or Property rectly or indirectly out of any action or omission Not Physically Injured that violates or is alleged to violate: "Property damage" to "impaired property" or (1) The Telephone Consumer Protection Act property that has not been physically injured, (TCPA), including any amendment of or arising out of: addition to such law; or (1) A defect, deficiency, inadequacy or danger- (2) The CAN-SPAM Act of 2003, including any ous condition in "your product" or "your amendment of or addition to such law; or work"; or (3) Any statute, ordinance or regulation, other (2) A delay or failure by you or anyone acting than the TCPA or CAN-SPAM Act of 2003, on your behalf to perform a contract or that prohibits or limits the sending, transmit- agreement in accordance with its terms. ting, communicating or distribution of mate- rial or information. CG 00 01 12 07 ©ISO Properties, Inc., 2006 Page 5 of 16 0 Exclusions c. through n. do not apply to damage c. Material Published Prior To Policy Period by fire to premises while rented to you or tempo- "Personal and advertising injury" arising out of rarily occupied by you with permission of the oral or written publication of material whose owner. A separate limit of insurance applies to this first publication took place before the beginning coverage as described in Section III — Limits Of of the policy period. Insurance. COVERAGE B PERSONAL AND ADVERTISING d. Criminal Acts INJURY LIABILITY "Personal and advertising injury" arising out of 1. Insuring Agreement a criminal act committed by or at the direction of the insured. a. We will pay those sums that the insured be- e. Contractual Liability comes legally obligated to pay as damages because of "personal and advertising injury" to "Personal and advertising injury" for which the which this insurance applies. We will have the insured has assumed liability in a contract or right and duty to defend the insured against agreement. This exclusion does not apply to li- any "suit" seeking those damages. However, ability for damages that the insured would have we will have no duty to defend the insured in the absence of the contract or agreement. against any "suit" seeking damages for "per- f. Breach Of Contract sonal and advertising injury" to which this in- "Personal and advertising injury" arising out of surance does not apply. We may, at our discre- a breach of contract, except an implied con- tion, investigate any offense and settle any tract to use another's advertising idea in your claim or suit that may result. But: "advertisement". (1) The amount we will pay for damages is g, Quality Or Performance Of Goods—Failure limited as described in Section III — Limits To Conform To Statements Of Insurance; and (2) Our right and duty to defend end when we "Personal and advertising injury" arising out of have used up the applicable limit of insur- the failure of goods, products or services to ance in the payment of judgments or set- conform with any statement of quality or per- tlements under Coverages A or B or medi- formance made in your"advertisement". cal expenses under Coverage C. h. Wrong Description Of Prices No other obligation or liability to pay sums or "Personal and advertising injury" arising out of perform acts or services is covered unless ex- the wrong description of the price of goods, plicitly provided for under Supplementary Pay- products or services stated in your "advertise- ments—Coverages A and B. ment". b. This insurance applies to "personal and adver- i. Infringement Of Copyright, Patent, tising injury" caused by an offense arising out Trademark Or Trade Secret of your business but only if the offense was "Personal and advertising injury" arising out of committed in the "coverage territory" during the the infringement of copyright, patent, trade- policy period. mark, trade secret or other intellectual property 2. Exclusions rights. Under this exclusion, such other intellec- This insurance does not apply to: tual property rights do not include the use of another's advertising idea in your "advertise- a. Knowing Violation Of Rights Of Another ment". "Personal and advertising injury" caused by or However, this exclusion does not apply to in- at the direction of the insured with the knowl- fringement, in your "advertisement", of copy- edge that the act would violate the rights of an- right, trade dress or slogan. other and would inflict "personal and advertis- j. Insureds In Media And Internet Type ing injury". Businesses b. Material Published With Knowledge Of "Personal and advertising injury" committed by Falsity an insured whose business is: Personal and advertising injury arising out of (1) Advertising, broadcasting, publishing or oral or written publication of material, if done by telecasting; or at the direction of the insured with knowl- edge of its falsity. (2) Designing or determining content of web- sites for others; or Page 6 of 16 ©ISO Properties, Inc., 2006 CG 00 01 12 07 0 (3) An Internet search, access, content or (3) Insurrection, rebellion, revolution, usurped service provider. power, or action taken by governmental au- However, this exclusion does not apply to thority in hindering or defending against any Paragraphs 14.a., b. and c. of "personal and of these. advertising injury" under the Definitions Sec- p. Distribution Of Material In Violation Of tion. Statutes For the purposes of this exclusion, the placing "Personal and advertising injury" arising di- of frames, borders or links, or advertising, for rectly or indirectly out of any action or omission you or others anywhere on the Internet, is not that violates or is alleged to violate: by itself, considered the business of advertis- (1) The Telephone Consumer Protection Act ing, broadcasting, publishing or telecasting. (TCPA), including any amendment of or k. Electronic Chatrooms Or Bulletin Boards addition to such law; or "Personal and advertising injury" arising out of (2) The CAN-SPAM Act of 2003, including any an electronic chatroom or bulletin board the in- amendment of or addition to such law; or sured hosts, owns, or over which the insured (3) Any statute, ordinance or regulation, other exercises control. than the TCPA or CAN-SPAM Act of 2003, I. Unauthorized Use Of Another's Name Or that prohibits or limits the sending, transmit- Product ting, communicating or distribution of mate- "Personal and advertising injury" arising out of rial or information. the unauthorized use of another's name or COVERAGE C MEDICAL PAYMENTS product in your e-mail address, domain name 1. Insuring Agreement or metatag, or any other similar tactics to mis- lead another's potential customers. a. We will pay medical expenses as described m. Pollution below for"bodily injury" caused by an accident: "Personal and advertising injury" arising out of (1) On premises you own or rent; the actual, alleged or threatened discharge, (2) On ways next to premises you own or rent; dispersal, seepage, migration, release or es- or cape of"pollutants" at any time. (3) Because of your operations; n. Pollution-Related provided that: Any loss, cost or expense arising out of any: (a) The accident takes place in the "cover- (1) Request, demand, order or statutory or age territory" and during the policy pe- regulatory requirement that any insured or riod; others test for, monitor, clean up, remove, (b) The expenses are incurred and reported contain, treat, detoxify or neutralize, or in to us within one year of the date of the any way respond to, or assess the effects accident; and of, "pollutants"; or (c) The injured person submits to examina- (2) Claim or suit by or on behalf of a govern- tion, at our expense, by physicians of mental authority for damages because of our choice as often as we reasonably testing for, monitoring, cleaning up, remov- require. ing, containing, treating, detoxifying or neu- b. We will make these payments regardless of tralizing, or in any way responding to, or fault. These payments will not exceed the ap- assessing the effects of, "pollutants". plicable limit of insurance. We will pay reason- o. War able expenses for: "Personal and advertising injury", however (1) First aid administered at the time of an caused, arising, directly or indirectly, out of: accident; (1) War, including undeclared or civil war; (2) Necessary medical, surgical, x-ray and (2) Warlike action by a military force, including dental services, including prosthetic de- action in hindering or defending against an vices; and actual or expected attack, by any govern- (3) Necessary ambulance, hospital, profes- ment, sovereign or other authority using sional nursing and funeral services. military personnel or other agents; or CG 00 01 12 07 ©ISO Properties, Inc., 2006 Page 7 of 16 0 2. Exclusions f. Prejudgment interest awarded against the We will not pay expenses for"bodily injury": insured on that part of the judgment we pay. If we make an offer to pay the applicable limit of a. Any Insured insurance, we will not pay any prejudgment in- To any insured, except"volunteer workers". terest based on that period of time after the of- b. Hired Person fer. To a person hired to do work for or on behalf of g• All interest on the full amount of any judgment any insured or a tenant of any insured. that accrues after entry of the judgment and before we have paid, offered to pay, or depos- c. Injury On Normally Occupied Premises ited in court the part of the judgment that is To a person injured on that part of premises within the applicable limit of insurance. you own or rent that the person normally occu- These payments will not reduce the limits of insur- pies. ance. d. Workers Compensation And Similar Laws 2. If we defend an insured against a "suit" and an To a person, whether or not an "employee" of indemnitee of the insured is also named as a party any insured, if benefits for the "bodily injury" to the "suit", we will defend that indemnitee if all of are payable or must be provided under a work- the following conditions are met: ers' compensation or disability benefits law or a a. The "suit" against the indemnitee seeks dam- similar law. ages for which the insured has assumed the li- e. Athletics Activities ability of the indemnitee in a contract or agree- To a person injured while practicing, instructing ment that is an "insured contract"; or participating in any physical exercises or b. This insurance applies to such liability as- games, sports, or athletic contests. sumed by the insured; f. Products-Completed Operations Hazard c. The obligation to defend, or the cost of the Included within the "products-completed opera- defense of, that indemnitee, has also been as- tions hazard". sumed by the insured in the same insured contract"; g. Coverage A Exclusions d. The allegations in the "suit" and the information Excluded under Coverage A. we know about the "occurrence" are such that SUPPLEMENTARY PAYMENTS—COVERAGES A no conflict appears to exist between the inter- AND B ests of the insured and the interests of the in- 1. We will pay, with respect to any claim we investi- demnitee; gate or settle, or any "suit" against an insured we e. The indemnitee and the insured ask us to defend: conduct and control the defense of that indem- nitee against such "suit" and agree that we can a. All expenses we incur. assign the same counsel to defend the insured b. Up to $250 for cost of bail bonds required and the indemnitee; and because of accidents or traffic law violations f. The indemnitee: arising out of the use of any vehicle to which the Bodily Injury Liability Coverage applies. We (1) Agrees in writing to: do not have to furnish these bonds. (a) Cooperate with us in the investigation, c. The cost of bonds to release attachments, but settlement or defense of the "suit"; only for bond amounts within the applicable (b) Immediately send us copies of any limit of insurance. We do not have to furnish demands, notices, summonses or legal these bonds. papers received in connection with the d. All reasonable expenses incurred by the in- "suit"; sured at our request to assist us in the investi- (c) Notify any other insurer whose coverage gation or defense of the claim or "suit", includ- is available to the indemnitee; and ing actual loss of earnings up to $250 a day (d) Cooperate with us with respect to coor- because of time off from work. dinating other applicable insurance e. All court costs taxed against the insured in the available to the indemnitee; and "suit". However, these payments do not include (2) Provides us with written authorization to: attorneys' fees or attorneys' expenses taxed against the insured. (a) Obtain records and other information related to the "suit"; and Page 8 of 16 ©ISO Properties, Inc., 2006 CG 00 01 12 07 0 (b) Conduct and control the defense of the 2. Each of the following is also an insured: indemnitee in such "suit". a. Your "volunteer workers" only while performing So long as the above conditions are met, attor- duties related to the conduct of your business, neys' fees incurred by us in the defense of that in- or your "employees", other than either your demnitee, necessary litigation expenses incurred "executive officers" (if you are an organization by us and necessary litigation expenses incurred other than a partnership,joint venture or limited by the indemnitee at our request will be paid as liability company) or your managers (if you are Supplementary Payments. Notwithstanding the a limited liability company), but only for acts provisions of Paragraph 2.b.(2) of Section I— Cov- within the scope of their employment by you or erage A — Bodily Injury And Property Damage Li- while performing duties related to the conduct ability, such payments will not be deemed to be of your business. However, none of these "em- damages for"bodily injury" and "property damage" ployees" or "volunteer workers" are insureds and will not reduce the limits of insurance. for: Our obligation to defend an insured's indemnitee (1) "Bodily injury" or "personal and advertising and to pay for attorneys' fees and necessary litiga- injury": tion expenses as Supplementary Payments ends (a) To you, to your partners or members (if when we have used up the applicable limit of in- you are a partnership or joint venture), surance in the payment of judgments or settle- to your members (if you are a limited li- ments or the conditions set forth above, or the ability company), to a co-"employee" terms of the agreement described in Paragraph f. while in the course of his or her em- above, are no longer met. ployment or performing duties related to SECTION II—WHO IS AN INSURED the conduct of your business, or to your 1. If you are designated in the Declarations as: other "volunteer workers" while perform- ing duties related to the conduct of your a. An individual, you and your spouse are insur- business; eds, but only with respect to the conduct of a business of which you are the sole owner. (b) To the spouse, child, parent, brother or sister of that co-"employee" or "volun- b. A partnership or joint venture, you are an in- teer worker" as a consequence of Para- sured. Your members, your partners, and their graph (1)(a) above; spouses are also insureds, but only with re- For which there is any obligation to spect to the conduct of your business. (c) share damages with or repay someone c. A limited liability company, you are an insured. else who must pay damages because of Your members are also insureds, but only with the injury described in Paragraphs (1)(a) respect to the conduct of your business. Your or(b) above; or managers are insureds, but only with respect to their duties as your managers. (d) Arising out of his or her providing or failing to provide professional health d. An organization other than a partnership, joint care services. venture or limited liability company, you are an insured. Your "executive officers" and directors (2) "Property damage"to property: are insureds, but only with respect to their du- (a) Owned, occupied or used by, ties as your officers or directors. Your stock- (b) Rented to, in the care, custody or con- holders are also insureds, but only with respect trol of, or over which physical control is to their liability as stockholders. being exercised for any purpose by e. A trust, you are an insured. Your trustees are you, any of your "employees", "volunteer also insureds, but only with respect to their du- workers", any partner or member (if you are ties as trustees. a partnership or joint venture), or any mem- ber(if you are a limited liability company). CG 00 01 12 07 ©ISO Properties, Inc., 2006 Page 9 of 16 0 b. Any person (other than your "employee" or 3. The Products-Completed Operations Aggregate "volunteer worker"), or any organization while Limit is the most we will pay under Coverage A for acting as your real estate manager. damages because of "bodily injury" and "property c. Any person or organization having proper damage" included in the "products-completed op- temporary custody of your property if you die, erations hazard". but only: 4. Subject to Paragraph 2. above, the Personal and (1) With respect to liability arising out of the Advertising Injury Limit is the most we will pay un- maintenance or use of that property; and der Coverage B for the sum of all damages be- cause of all "personal and advertising injury" sus- (2) Until your legal representative has been tained by any one person or organization. appointed. 5. Subject to Paragraph 2. or 3. above, whichever d. Your legal representative if you die, but only applies, the Each Occurrence Limit is the most we with respect to duties as such. That represen- will pay for the sum of: tative will have all your rights and duties under this Coverage Part. a. Damages under Coverage A; and 3. Any organization you newly acquire or form, other b. Medical expenses under Coverage C than a partnership, joint venture or limited liability because of all "bodily injury" and "property dam- company, and over which you maintain ownership age" arising out of any one "occurrence". or majority interest, will qualify as a Named In- 6. Subject to Paragraph S. above, the Damage To sured if there is no other similar insurance avail- Premises Rented To You Limit is the most we will able to that organization. However: pay under Coverage A for damages because of a. Coverage under this provision is afforded only "property damage" to any one premises, while until the 90th day after you acquire or form the rented to you, or in the case of damage by fire, organization or the end of the policy period, while rented to you or temporarily occupied by you whichever is earlier; with permission of the owner. b. Coverage A does not apply to "bodily injury" or 7. Subject to Paragraph 5. above, the Medical Ex- "property damage" that occurred before you pense Limit is the most we will pay under Cover- acquired or formed the organization; and age C for all medical expenses because of"bodily c. Coverage B does not apply to "personal and injury" sustained by any one person. advertising injury" arising out of an offense The Limits of Insurance of this Coverage Part apply committed before you acquired or formed the separately to each consecutive annual period and to organization. any remaining period of less than 12 months, starting No person or organization is an insured with respect with the beginning of the policy period shown in the to the conduct of any current or past partnership, joint Declarations, unless the policy period is extended venture or limited liability company that is not shown after issuance for an additional period of less than 12 as a Named Insured in the Declarations. months. In that case, the additional period will be deemed part of the last preceding period for purposes SECTION III— LIMITS OF INSURANCE of determining the Limits of Insurance. 1. The Limits of Insurance shown in the Declarations SECTION IV—COMMERCIAL GENERAL LIABILITY and the rules below fix the most we will pay re- CONDITIONS gardless of the number of: a. Insureds; 1. Bankruptcy Bankruptcy or insolvency of the insured or of the b. Claims made or"suits" brought; or insured's estate will not relieve us of our obliga- c. Persons or organizations making claims or tions under this Coverage Part. bringing "suits". 2. Duties In The Event Of Occurrence, Offense, 2. The General Aggregate Limit is the most we will Claim Or Suit pay for the sum of: a. You must see to it that we are notified as soon a. Medical expenses under Coverage C; as practicable of an "occurrence" or an offense b. Damages under Coverage A, except damages which may result in a claim. To the extent pos- because of"bodily injury" or"property damage" sible, notice should include: included in the "products-completed operations (1) How, when and where the "occurrence" or hazard"; and offense took place; c. Damages under Coverage B. (2) The names and addresses of any injured persons and witnesses; and Page 10 of 16 ©ISO Properties, Inc., 2006 CG 00 01 12 07 0 (3) The nature and location of any injury or 4. Other Insurance damage arising out of the "occurrence" or If other valid and collectible insurance is available offense. to the insured for a loss we cover under Cover- b. If a claim is made or "suit" is brought against ages A or B of this Coverage Part, our obligations any insured, you must: are limited as follows: (1) Immediately record the specifics of the a. Primary Insurance claim or"suit" and the date received; and This insurance is primary except when Para- (2) Notify us as soon as practicable. graph b. below applies. If this insurance is pri- You must see to it that we receive written no- mary, our obligations are not affected unless tice of the claim or "suit" as soon as practica- any of the other insurance is also primary. ble. Then, we will share with all that other insur- ance by the method described in Paragraph c. c. You and any other involved insured must: below. (1) Immediately send us copies of any de- b. Excess Insurance mands, notices, summonses or legal pa- pers received in connection with the claim (1) This insurance is excess over: or"suit"; (a) Any of the other insurance, whether (2) Authorize us to obtain records and other primary, excess, contingent or on any information; other basis: (3) Cooperate with us in the investigation or (i) That is Fire, Extended Coverage, settlement of the claim or defense against Builder's Risk, Installation Risk or the "suit"; and similar coverage for"your work"; (4) Assist us, upon our request, in the en- (ii) That is Fire insurance for premises forcement of any right against any person rented to you or temporarily occu- or organization which may be liable to the pied by you with permission of the insured because of injury or damage to owner; which this insurance may also apply. (iii) That is insurance purchased by you d. No insured will, except at that insured's own to cover your liability as a tenant for cost, voluntarily make a payment, assume any rproperty damage" to premises obligation, or incur any expense, other than for rented to you or temporarily first aid, without our consent. pied by you with permission offhe the owner; or 3. Legal Action Against Us (iv) If the loss arises out of the mainte- No person or organization has a right under this nance or use of aircraft, "autos" or Coverage Part: watercraft to the extent not subject to a. To join us as a party or otherwise bring us into Exclusion g. of Section I — Coverage a "suit" asking for damages from an insured; or A — Bodily Injury And Property Dam- b. To sue us on this Coverage Part unless all of age Liability. its terms have been fully complied with. (b) Any other primary insurance available to A person or organization may sue us to recover on you covering liability for damages aris- an agreed settlement or on a final judgment ing out of the premises or operations, or against an insured; but we will not be liable for the products and completed operations, damages that are not payable under the terms of for which you have been added as an this Coverage Part or that are in excess of the ap- additional insured by attachment of an plicable limit of insurance. An agreed settlement endorsement. means a settlement and release of liability signed (2) When this insurance is excess, we will have by us, the insured and the claimant or the claim- no duty under Coverages A or B to defend ant's legal representative. the insured against any "suit" if any other insurer has a duty to defend the insured against that "suit". If no other insurer de- fends, we will undertake to do so, but we will be entitled to the insured's rights against all those other insurers. CG 00 01 12 07 ©ISO Properties, Inc., 2006 Page 11 of 16 0 (2) The providing of or failure to provide warn- ings or instructions. c. Does not include vending machines or other property rented to or located for the use of oth- ers but not sold. 22."Your work": a. Means: (1) Work or operations performed by you or on your behalf; and (2) Materials, parts or equipment furnished in connection with such work or operations. b. Includes: (1) Warranties or representations made at any time with respect to the fitness, quality, du- rability, performance or use of "your work", and (2) The providing of or failure to provide warn- ings or instructions. Page 16 of 16 ©ISO Properties, Inc., 2006 CG 00 01 12 07 ❑ AM HISCOX encourage courage® Endorsements AM H I SCOX Hiscox Insurance Company Inc. encourage courage- Policy Number: P100.042.462.11 Named Insured: STRAIGHTLINE COMMUNICATIONS Endorsement Number: 1 Endorsement Effective: 01/12/2025 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. DEFINITION OF EMPLOYEE This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART In Section V — DEFINITIONS, Definition 5. "Employee" is deleted and replaced with the following: 5. "Employee" includes a "leased worker" and a "temporary worker". CGL E5401 CW(03/10) Page 1 of 1 Includes copyrighted material of Insurance Services Office, Inc.,with its permission. Aew n I SCOX Hiscox Insurance Company Inc. Policy Number: P100.042.462.11 Named Insured: STRAIGHTLINE COMMUNICATIONS Endorsement Number: 2 Endorsement Effective: 01/12/2025 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. NOTICE INFORMATION This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART SCHEDULE Where To Send Notice Phone: 866-424-8508 Email: reportaclaim@hiscox.com Mail: Hiscox 5 Concourse Parkway, Suite 2150 Attn: Direct Claims Atlanta GA, 30328 Subparagraph 2. Duties In The Event Of Occur- rence, Offense, Claim Or Suit in Section IV — COMMERCIAL GENERAL LIABILITY CONDI- TIONS is amended to include the following: Any notification required by this policy shall be pro- vided to us at the address listed in the above SCHEDULE. CGL E5403 CW(03/10) Page 1 of 1 Includes copyrighted material of Insurance Services Office, Inc.,with its permission. HI SCOX Hiscox Insurance Company Inc. Policy Number: P100.042.462.11 Named Insured: STRAIGHTLINE COMMUNICATIONS Endorsement Number: 3 Endorsement Effective: 01/12/2025 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. EXCLUSION - PERSONAL INFORMATION This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART Paragraph 2. Exclusions under Section I — COV- ERAGE A — BODILY INJURY AND PROPERTY DAMAGE LIABILITY, COVERAGE B— PERSONAL AND ADVERTISING INJURY LIABILITY, and COVERAGE C — MEDICAL PAYMENTS is amended to include the following exclusion: Personal Information "Bodily injury", "property damage" or "personal and advertising injury" caused by the insured's failure to protect any non-public, personally identifiable infor- mation in the insured's care, custody or control. CGL E5404 CW(03/10) Page 1 of 1 Includes copyrighted material of Insurance Services Office, Inc.,with its permission. AM HI SCOX Hiscox Insurance Company Inc. Policy Number: P100.042.462.11 Named Insured: STRAIGHTLINE COMMUNICATIONS Endorsement Number: 4 Endorsement Effective: 01/12/2025 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. EXCLUSION - PROFESSIONAL SERVICES This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART Paragraph 2. Exclusions under Section I— This exclusion applies even if the claims allege neg- COVERAGE A — BODILY INJURY AND PROPER- ligence or other wrongdoing in the supervision, hir- TY DAMAGE LIABILITY, and COVERAGE B — ing, employment, training or monitoring of others by PERSONAL AND ADVERTISING INJURY an insured, if the "occurrence" which caused the LIABILITY, is amended to include the following "bodily injury" or "property damage", or the offense exclusion: which caused the "personal and advertising injury", involved the rendering or failure to render any pro- fessional service. Professional Services "Bodily injury", "property damage" or "personal and advertising injury' caused by the rendering or failure to render any professional service. CGL E5407 CW(03/10) Page 1 of 1 Includes copyrighted material of Insurance Services Office, Inc.,with its permission. Aes HI SCOX Hiscox Insurance Company Inc. Policy Number: P100.042.462.11 Named Insured: STRAIGHTLINE COMMUNICATIONS Endorsement Number: 5 Endorsement Effective: 01/12/2025 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. CANCELLATION PROVISION (14 DAY FULL REFUND) This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART All Coverage Parts included in this policy are subject to the following condition: Notwithstanding anything in the "COMMON POLICY CONDITIONS" or any other cancellation provision to the contrary, if the first Named Insured cancels within 14 days of the inception of the policy period shown in the Declarations without there having been: (i) an "occurrence" that caused "bodily in- jury" or "property damage"; (ii) an offense arising out of your business that caused a "personal and advertising injury"; or (iii) an accident that caused "bodily injury"; then we shall return in full any pre- mium amount actually paid to us. In such event, the effective date of cancellation shall be deemed to be the inception date of the policy period shown in the Declarations. CGL E5408 CW(03/10) Page 1 of 1 Includes copyrighted material of Insurance Services Office, Inc.,with its permission. AM HI SCOX Hiscox Insurance Company Inc. Policy Number: P100.042.462.11 Named Insured: STRAIGHTLINE COMMUNICATIONS Endorsement Number: 6 Endorsement Effective: 01/12/2025 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. RIGHT AND DUTY TO SELECT DEFENSE COUNSEL This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART In regard to any covered "suit' seeking damages under Section I — COVERAGE A — BODILY IN- JURY AND PROPERTY DAMAGE LIABILITY or COVERAGE B — PERSONAL AND ADVERTISING INJURY LIABILITY, our right and duty to defend shall include the right to select defense counsel. CGL E5409 CW(03/10) Page 1 of 1 HI SCOX Hiscox Insurance Company Inc. Policy Number: P100.042.462.11 Named Insured: STRAIGHTLINE COMMUNICATIONS Endorsement Number: 7 Endorsement Effective: 01/12/2025 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - AUTOMATIC STATUS This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART A. Section II —Who Is An Insured is amended to include as an additional insured any per- son(s) or organization(s) for whom you are performing operations or leasing a premises when you and such person(s) or organiza- tion(s) have agreed in writing in a contract or agreement that such person(s) or organiza- tion(s) be added as an additional insured on your policy. Such person or organization is an additional insured only with respect to lia- bility for "bodily injury", "property damage" or "personal and advertising injury" caused, in whole or in part, by your acts or omissions or the acts or omissions of those acting on your behalf: 1. In the performance of your ongoing opera- tions; or 2. In connection with your premises owned by or rented to you. A person's or organization's status as an addi- tional insured under this endorsement ends when your operations or lease agreement for that additional insured are completed. CGL E5421 CW(02/14) Includes copyrighted material of Insurance Services Office, Inc.,with its Page 1 of 1 permission. ^,A HI SCOX Hiscox Insurance Company Inc. Policy Number: P100.042.462.11 Named Insured: STRAIGHTLINE COMMUNICATIONS Endorsement Number: 14 Endorsement Effective: 01/12/2025 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. CALIFORNIA CHANGES - CANCELLATION AND NONRENEWAL This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART A. Paragraphs 2. and 3. of the Cancellation Com- 3. All Policies In Effect For More Than 60 Days mon Policy Condition are replaced by the follow- a. If this policy has been in effect for more ing: than 60 days, or is a renewal of a policy we 2. All Policies In Effect For 60 Days Or Less issued, we may cancel this policy only upon If this policy has been in effect for 60 days or the occurrence, after the effective date of less, and is not a renewal of a policy we have the policy, of one or more of the following: previously issued, we may cancel this policy by (1) Nonpayment of premium, including mailing or delivering to the first Named Insured payment due on a prior policy we issued at the mailing address shown in the policy and and due during the current policy term to the producer of record, advance written no- covering the same risks. tice of cancellation, stating the reason for can- (2) Discovery of fraud or material misrepre- cellation, at least: sentation by: a. 10 days before the effective date of cancel- (a) Any insured or his or her representa- lation if we cancel for: tive in obtaining this insurance; or (1) Nonpayment of premium; or (b) You or your representative in pur- (2) Discovery of fraud by: suing a claim under this policy. (a) Any insured or his or her representa- (3) A judgment by a court or an administra- tive in obtaining this insurance; or tive tribunal that you have violated a (b) You or your representative in pur- California or Federal law, having as one suing a claim under this policy. of its necessary elements an act which materially increases any of the risks in- b. 30 days before the effective date of cancel- sured against. lation if we cancel for any other reason. IL 02 70 09 08 ©ISO Properties, Inc., 2007 Page 1 of 4 (4) Discovery of willful or grossly negligent B. The following provision is added to the Cancella- acts or omissions, or of any violations of tion Common Policy Condition: state laws or regulations establishing 7. Residential Property safety standards, by you or your repre- sentative, which materially increase any This provision applies to coverage on real of the risks insured against. property which is used predominantly for resi- dential purposes and consisting of not more (5) Failure by you or your representative to than four dwelling units, and to coverage on implement reasonable loss control re- tenants' household personal property in a resi- quirements, agreed to by you as a con- dential unit, if such coverage is written under dition of policy issuance, or which were one of the following: conditions precedent to our use of a par- ticular rate or rating plan, if that failure Commercial Property Coverage Part materially increases any of the risks in- Farm Coverage Part — Farm Property — Farm sured against. Dwellings, Appurtenant Structures And House- (6) A determination by the Commissioner of hold Personal Property Coverage Form Insurance that the: a. If such coverage has been in effect for 60 (a) Loss of, or changes in, our reinsur- days or less, and is not a renewal of cover- ance covering all or part of the risk age we previously issued, we may cancel would threaten our financial integrity this coverage for any reason, except as or solvency; or provided in b. and c. below. (b) Continuation of the policy coverage b. We may not cancel this policy solely be- would: cause the first Named Insured has: (i) Place us in violation of California (1) Accepted an offer of earthquake cover- law or the laws of the state where age; or we are domiciled; or (2) Cancelled or did not renew a policy (ii) Threaten our solvency. issued by the California Earthquake Au- thority (CEA) that included an earth- (7) A change by you or your representative quake policy premium surcharge. in the activities or property of the com- However, we shall cancel this policy if the mercial or industrial enterprise, which first Named Insured has accepted a new or results in a materially added, increased renewal policy issued by the CEA that in- or changed risk, unless the added, in- cludes an earthquake policy premium sur- creased or changed risk is included in charge but fails to pay the earthquake poli- the policy. cy premium surcharge authorized by the b. We will mail or deliver advance written CEA. notice of cancellation, stating the reason for c. We may not cancel such coverage solely cancellation, to the first Named Insured, at because corrosive soil conditions exist on the mailing address shown in the policy, and to the producer of record, at least: the premises. This Restriction (c.) applies only if coverage is subject to one of the fol- (1) 10 days before the effective date of lowing, which exclude loss or damage cancellation if we cancel for nonpay- caused by or resulting from corrosive soil ment of premium or discovery of fraud; conditions: or (1) Capital Assets Program Coverage Form (2) 30 days Y before the effective date of (Output Policy); cancellation if we cancel for any other (2) Commercial Property Coverage Part — reason listed in Paragraph 3.a. Causes Of Loss—Special Form; or (3) Farm Coverage Part — Causes Of Loss Form — Farm Property, Paragraph D. Covered Causes Of Loss—Special. Page 2 of 4 ©ISO Properties, Inc., 2007 IL 02 70 09 08 C. The following is added and supersedes any provi- (2) The Commissioner of Insurance finds sions to the contrary: that the exposure to potential losses will NONRENEWAL threaten our solvency or place us in a hazardous condition. A hazardous con- 1. Subject to the provisions of Paragraphs C.2. dition includes, but is not limited to, a and C.3. below, if we elect not to renew this condition in which we make claims policy, we will mail or deliver written notice stat- payments for losses resulting from an ing the reason for nonrenewal to the first earthquake that occurred within the pre- Named Insured shown in the Declarations and ceding two years and that required a re- to the producer of record, at least 60 days, but duction in policyholder surplus of at not more than 120 days, before the expiration least 25% for payment of those claims; or anniversary date. or We will mail or deliver our notice to the first (3) We have: Named Insured, and to the producer of record, at the mailing address shown in the policy. (a) Lost or experienced a substantial reduction in the availability or scope 2. Residential Property of reinsurance coverage; or This provision applies to coverage on real (b) Experienced a substantial increase property used predominantly for residential in the premium charged for reinsur- purposes and consisting of not more than four ance coverage of our residential dwelling units, and to coverage on tenants' property insurance policies; and household property contained in a residential unit, if such coverage is written under one of the Commissioner has approved a plan the following: for the nonrenewals that is fair and equitable, and that is responsive to the Capital Assets Program (Output Policy) Cover- changes in our reinsurance position. age Part Commercial Property Coverage Part c. We will not refuse to renew such coverage solely because the first Named Insured has Farm Coverage Part — Farm Property — Farm cancelled or did not renew a policy, issued Dwellings, Appurtenant Structures And House- by the California Earthquake Authority that hold Personal Property Coverage Form included an earthquake policy premium a. We may elect not to renew such coverage surcharge. for any reason, except as provided in b., c. d. We will not refuse to renew such coverage and d. below: solely because corrosive soil conditions ex- b. We will not refuse to renew such coverage ist on the premises. This Restriction (d.) solely because the first Named Insured has applies only if coverage is subject to one of accepted an offer of earthquake coverage. the following, which exclude loss or dam- However, the following applies only to in- age caused by or resulting from corrosive surers who are associate participating in- soil conditions: surers as established by Cal. Ins. Code (1) Capital Assets Program Coverage Form Section 10089.16. We may elect not to re- (Output Policy); new such coverage after the first Named (2) Commercial Property Coverage Part — Insured has accepted an offer of earth- Causes Of Loss—Special Form; or quake coverage, if one or more of the fol- lowing reasons applies: (3) Farm Coverage Part — Causes Of Loss Form — Farm Property, Paragraph D. (1) The nonrenewal is based on sound Covered Causes Of Loss—Special. underwriting principles that relate to the coverages provided by this policy and 3. We are not required to send notice of nonre- that are consistent with the approved newal in the following situations: rating plan and related documents filed a. If the transfer or renewal of a policy, without with the Department of Insurance as re- any changes in terms, conditions, or rates, quired by existing law; is between us and a member of our insur- ance group. IL 02 70 09 08 ©ISO Properties, Inc., 2007 Page 3 of 4 b. If the policy has been extended for 90 days e. If the first Named Insured requests a or less, provided that notice has been given change in the terms or conditions or risks in accordance with Paragraph C.1. covered by the policy within 60 days of the c. If you have obtained replacement coverage, end of the policy period. or if the first Named Insured has agreed, in f. If we have made a written offer to the first writing, within 60 days of the termination of Named Insured, in accordance with the the policy, to obtain that coverage. timeframes shown in Paragraph C.1., to re- d. If the policy is for a period of no more than new the policy under changed terms or 60 days and you are notified at the time of conditions or at an increased premium rate, issuance that it will not be renewed. when the increase exceeds 25%. Page 4 of 4 ©ISO Properties, Inc., 2007 IL 02 70 09 08 ^,A HI SCOX Hiscox Insurance Company Inc. Policy Number: P100.042.462.11 Named Insured: STRAIGHTLINE COMMUNICATIONS Endorsement Number: 15 Endorsement Effective: 01/12/2025 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. CALIFORNIA CHANGES This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART The term "spouse" is replaced by the following: Spouse or registered domestic partner under Califor- nia law. CG 32 34 01 05 ©ISO Properties, Inc., 2004 Page 1 of 1 HI SCOX Hiscox Insurance Company Inc. Policy Number: P100.042.462.11 Named Insured: STRAIGHTLINE COMMUNICATIONS Endorsement Number: 16 Endorsement Effective: 01/12/2025 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 A. 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, pro- vided: 1. you have agreed in a written contract or agreement to add such additional insured to a policy providing the type of coverage af- forded by this policy; and 2. you have agreed in a written contract or agreement with such additional insured that this insurance would be primary and would not seek contribution from any other insur- ance available to the additional insured. CGL E5581 CW (03/16) Includes copyrighted material of Page 1 of 1 Insurance Services Office, Inc.,with its permission AM HI SCOX Hiscox Insurance Company Inc. Policy Number: P100.042.462.11 Named Insured: STRAIGHTLINE COMMUNICATIONS Endorsement Number: 17 Endorsement Effective: 01/12/2025 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. MODIFIED WAIVER OF TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO US This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART The following is added to Paragraph 8. Transfer Of Rights Of Recovery Against Others To Us of Section IV— Conditions: You may waive your rights against another party so long as you do so in writing prior to: (i) an offense arising out of your business that caused a "personal and advertising injury"; or (ii) an "occurrence" that caused "bodily injury" or"property damage". CGL E5402 CW(03/10) Page 1 of 1 Includes copyrighted material of Insurance Services Office, Inc.,with its permission. AM HI SCOX Hiscox Insurance Company Inc. Policy Number: P100.042.462.11 Named Insured: STRAIGHTLINE COMMUNICATIONS Endorsement Number: 21 Endorsement Effective: 01/12/2025 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - DESIGNATED PERSON OR ORGANIZATION This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART SCHEDULE Name Of Additional Insured Persons Or Organization(s) The City of Santa Ana and its officers, employees, agents, volunteers and representatives acting and Information required to complete this Schedule, if not shown above, will be shown in the Declarations. Section II — Who Is An Insured is amended to in- clude as an additional insured the person(s) or organi- zation(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 your acts or omissions or the acts or omis- sions of those acting on your behalf: A. In the performance of your ongoing operations; or B. In connection with your premises owned by or rented to you. CG 20 26 07 04 ©ISO Properties, Inc., 2004 Page 1 of 1 40 H I SCOX HISCOX INSURANCE COMPANY INC. (A Stock Company) encourage courage® 104 South Michigan Avenue, Suite 600, Chicago, IL 60603 (914)273-7400 Professional Liability Errors & Omissions Insurance Declarations This is a "Claims Made and Reported" Policy in which Claim Expenses are included within the Limit of Liability unless otherwise noted. Those words (other than the words in the captions)which are printed in Boldface are defined in the Policy. Declaration Effective Date: January 12, 2025 Policy No.: P100.042.069.11 Renewal of: P100.042.069.10 1. Named Insured: STRAIGHTLINE COMMUNICATIONS 2. Address: 14930 Greenleaf Street Sherman Oaks, CA 91403 Email Address: ohanlon@straightlinecomm.com 3.A. Limit of Liability: $1,000,000 Each Claim 3.B. $2,000,000 Aggregate for all Claims 4. Deductible: $500 Each Claim 5. Notice: Phone: 866-424-8508 Email: reportaclaim@hiscox.com Mail: Hiscox 5 Concourse Parkway, Suite 2150 Attn: Direct Claims Atlanta GA, 30328 6. Policy period: From: I January 12, 2025 To: January 12, 2026 At 12:01 A.M. (Standard Time)at the address shown above. 7. Retroactive Date: June 1, 1991 8. Premium: $1,065.00 9. Attachments: DPL D001 CW(11/19)-Professional Liability Errors&Omissions Insurance Declarations DPL P001 CW(05/13)-Professional Liability Coverage Form DPL E5424 CW(02/15)-Blanket Additional Insured Endorsement DPL E5026 CW(01/10)-Public Relations Services Endorsement DPL E5102 CA(01/10)-California Amendatory Endorsement DPL E5042 CW(01/10)-Waiver of Subrogation DPL E1901 CW(08/21)-Cyber Incidents Exclusion Endorsement DPL E1919 CW(03/23)-War, Civil War, Cyberwarfare, and NCBR Exclusion Endorsement DPL E1918 CW(03/23)-Cannabis Exclusion Endorsement DPL D001 CW(11/19) Page 1 40 H I SCOX HISCOX INSURANCE COMPANY INC. (A Stock Company) encourage courage"' 104 South Michigan Avenue, Suite 600, Chicago, IL 60603 (914)273-7400 DPL E0003 CW(08/23)-Misappropriation of Funds Exclusion Endorsement DPL E0005 CW(12/23)-Anti-Stacking Endorsement(Single Limit) INT N003 CW(01/19)-Policyholder Notice Electronic Delivery INT N001 CW(01/09)-Economic And Trade Sanctions Policyholder Notice IN WITNESS WHEREOF,the Insurer indicated above has caused this Policy to be signed by its President and Secretary,but this Policy shall not be effective unless also signed by the Insurer's duly authorized representative. President Secretary Authorized Representative Date: January 12, 2025 DPL D001 CW(11/19) Page 2 Am HISCOX PROFESSIONAL LIABILITY - US DIRECT ERRORS AND OMISSIONS INSURANCE ©Hiscox Inc.All rights reserved. DPL P001 CW(05/13) PROFESSIONAL LIABILII H I SCOX I ERRORS AND OMISSIONS ABOUT POLICY The Hiscox Professional Liability— US Direct policy is designed to offer coverage for the risks entities face in performing their Professional Services. We urge You to read this Policy carefully so You understand the insurance that You have purchased, and the full extent of Your and Our rights and duties under this Policy. Please note that all words and phrases that appear in bold-type (except headings) have special meaning and are defined in the Definitions section of this Policy. Coverage for all Claims is subject to the entire terms and conditions of the policy. Coverage for Claims Made Against You You have purchased insurance that provides coverage for Claims made against You. We will pay Damages on Your behalf for any Claim that falls within the Insuring Agreement and within all of the terms and conditions outlined in the policy. Covered Claims are for Your Wrongful Acts in providing or failing to provide Professional Services. To determine who is an Insured please refer to the Definitions and Spousal and Domestic Partner section of the policy. Additionally, for coverage to apply, You must comply with all Your obligations as outlined in the Notice of Claims, Notice of Potential Claims, and the rest of the policy. The most We will pay is outlined in the Limits of Liability Section and items We will not pay are outlined in the Exclusions section. You are responsible for payments as outlined in the Deductible section. DPL P001 CW(05/13) 2 ©Hiscox Inc.All rights reserved. PROFESSIONAL LIABILII H I SCOX ERRORS AND OMISSIONSF In consideration of the premium charged and in reliance on the statements made and information provided to Us, including but not limited to the statements made and information provided in and with the Application, which is made a part of this Policy, as well as subject to the Limits of Liability, the Deductible and all of the terms, conditions, limitations and exclusions of this Policy, We and You agree as follows: 1. INSURING DEFENSE AND SETTLEMENT A. INSURING AGREEMENT We shall pay on Your behalf Damages and Claim Expenses in excess of the Deductible resulting from any covered Claim that is first made against You during the Policy Period and reported to Us pursuant to the terms of the Policy for Wrongful Acts committed on or after the Retroactive Date. We shall also pay on Your behalf all Supplemental Payments in connection with any covered Claim that is first made against You during the Policy Period and reported to Us pursuant to the terms of the Policy for Wrongful Acts committed on or after the Retroactive Date. No Deductible shall apply to Supplemental Payments. B. DEFENSE 1. We shall have the right and the duty to defend any covered Claim, even if such Claim is groundless, false or fraudulent. 2. We shall have the right to appoint defense counsel upon being notified of such Claim. 3. Notwithstanding paragraph 2., We shall have no obligation to pay Claim Expenses until You have satisfied the applicable Deductible. 4. Our duty to defend shall terminate upon the exhaustion of the Limit of Liability as set forth in Item 3. of the Declarations. C. SETTLEMENT 1. We shall have the right to solicit and negotiate settlement of any Claim. 2. We shall not, however, enter into a settlement without Your prior consent, which consent shall not be unreasonably withheld. 3. If You shall refuse to consent to any settlement recommended by Us, Our liability for such Claim shall not exceed the amount for which such Claim could have been settled plus Claim Expenses incurred up to the date of such refusal. DPL P001 CW(05/13) 3 ©Hiscox Inc.All rights reserved. PROFESSIONAL LIABILITY - US DIRFCT HISCOX I ERRORS AND OMISSIONS POTENTIAL11. NOTICE OF CLAIMS AND NOTICE OF CLAIMS A. NOTICE OF CLAIMS 1. As a condition precedent to any coverage under this Policy, You shall give written notice to Us of any Claim as soon as practicable, but in all events no later than: a. the end of the Policy Period (or any purchased Optional Extended Reporting Period); or b. 60 days after the end of the Policy Period (or any purchased Optional Extended Reporting Period) so long as such Claim is made within the last 60 days of such Policy Period (or any purchased Optional Extended Reporting Period). 2. Such notice shall be sent to Us at the address set forth in Item 5. of the Declarations. 3. Such notice shall include any and all documents related to such Claim, including every demand, notice, summons or other applicable information received by You or by Your representative. B. NOTICE OF POTENTIAL CLAIMS If You first become aware during the Policy Period of any Wrongful Act that might be reasonably likely give rise to a covered Claim, You may give written notice to Us of such potential Claim during the Policy Period. Such notice must include to the fullest extent possible: 1. the identity of the potential claimant; 2. the identity of the person(s)who allegedly committed the Wrongful Act; 3. the date of the alleged Wrongful Act; 4. specific details of the alleged Wrongful Act; and 5. any written notice from the potential claimant describing the Wrongful Act. If such notice is accepted as a "potential Claim," then any actual Claim that is subsequently made shall be deemed to have been first made on the date such "potential Claim"was first reported to Us. Provided, however, You may not report "potential Claims" during any purchased Optional Extended Reporting Period. C. OPTIONAL EXTENDED REPORTING PERIOD 1. If We or the Named Insured cancel or non-renew this Policy (as described by Endorsement hereto), then the Named Insured shall have the right to purchase for an additional premium an Optional Extended Reporting Period. Provided, DPL P001 CW(05/13) 4 ©Hiscox Inc.All rights reserved. PROFESSIONAL LIABILII H I SCOX I ERRORS AND OMISSIONS however, the right to purchase an Optional Extended Reporting Period shall not apply if: a. this Policy is canceled by Us for nonpayment of premium (as described by Endorsement hereto); or b. the total premium for this Policy has not been fully paid. 2. The Optional Extended Reporting Period will apply only to Claims that: a. are first made against You and reported to Us during such Optional Extended Reporting Period; and b. are for Wrongful Acts committed on or after the Retroactive Date but prior to the effective date of cancellation or non-renewal (as described by Endorsement hereto). 3. The additional premium for such Optional Extended Reporting Period shall not exceed 200% of the annualized expiring premium for an Optional Extended Reporting Period of 3 years. The additional premium for such Optional Extended Reporting Period shall be fully earned at the inception of such Optional Extended Reporting Period. 4. Notice of election and full payment of the additional premium for the Optional Extended Reporting Period must be received within 30 days after the effective date of cancellation or non-renewal (as described by Endorsement hereto). In the event the additional premium is not received within the 30 days, any right to purchase the Optional Extended Reporting Period shall lapse and no further Optional Extended Reporting Period shall be offered. The Limits of Liability applicable during any purchased Optional Extended Reporting Period shall be the remaining available Limits of Liability under this canceled or non-renewed Policy (as described by Endorsement hereto). There shall be no separate or additional Limit of Liability available for any purchased Optional Extended Reporting Period and the purchase of any Optional Extended Reporting Period shall in no way increase the Limit of Liability set forth in Item 3. of the Declarations. EXCLUSIONS This Policy does not apply to and We shall have no obligation to pay any Damages, Claim Expenses or Supplemental Payments for any Claim: A. based upon or arising out of any actual or alleged fraud, dishonesty, criminal conduct, or any knowingly wrongful, malicious, or intentional acts or omissions; provided, however, that: 1. We will pay Claim Expenses until there is a final adjudication establishing such conduct, at which time You shall reimburse Us for such Claim Expenses; and 2. this exclusion shall not apply to otherwise covered intentional acts or omissions resulting in a Personal Injury. DPL P001 CW(05/13) 5 ©Hiscox Inc.All rights reserved. PROFESSIONAL LIABILII HISCOX ERRORS AND OMISSIONS B. based upon or arising out of any actual or alleged gaining of any profit or advantage to which You were not legally entitled. C. based upon or arising out of any actual or alleged wrongful termination, retaliation or discrimination against or harassment of any past, present, future or potential Employee, including but not limited to any violations of federal, state or local statutory or common law. D. based upon or arising out of any actual or alleged Wrongful Act that: 1. was committed prior to the Retroactive Date; 2. has been the subject of any notice given under any other policy of which this Policy is a renewal or replacement; or 3. You had knowledge of prior to the Policy Period and had a reasonable basis to believe that such Wrongful Act could give rise to a Claim; provided, however, that if this Policy is a renewal or replacement of a previous policy issued by Us providing materially identical coverage, the Policy Period referred to in this paragraph will be deemed to refer to the inception date of the first such policy issued by Us. E. brought by or on behalf of any federal, state or local government agency or professional or trade licensing organization; provided, however, this exclusion shall not apply to claims brought in their capacity as a client receiving Your Professional Services. F. brought by or on behalf of one Insured against another Insured. G. brought by or on behalf of any person or entity maintaining Effective Control of You. H. based upon or arising out of any actual or alleged violation of the following laws, including any similar provisions of any federal, state or local statutory or common law: 1. the Securities Act of 1933 (as amended); 2. the Securities Exchange Act of 1934 (as amended); 3. any state blue sky or securities laws (as amended); 4. the Racketeer Influenced and Corrupt Organizations Act, 18 U.S.C. § 1961 et seq. (as amended); 5. the Employee Retirement Income Security Act of 1974 (as amended); including any rules or regulations promulgated thereunder. I. based upon or arising out of any actual or alleged obligation under any Workers' Compensation, Unemployment Compensation, Employers Liability or Disability Benefit Law, including any similar provisions of any federal, state or local statutory or common law. J. based upon or arising out of any actual or alleged liability of others that You assume under any contract or agreement unless such liability would have attached in the absence of such contract or agreement. DPL P001 CW(05/13) 6 ©Hiscox Inc.All rights reserved. PROFESSIONAL LIABILII H I SCOX I ERRORS AND OMISSIONS K. based upon or arising out of any actual or alleged Bodily Injury or Property Damage. L. based upon or arising out of any actual, alleged or threatened discharge, dispersal, release or escape of Pollutants, including any direction or request to test for, monitor, clean up, remove, contain, treat, detoxify or neutralize Pollutants. M. based upon or arising out of any actual or alleged infringement of any copyright, trademark, trade dress, trade name, service mark, service name, title, slogan or patent or theft of trade secret. N. based upon or arising out of any actual or alleged false or deceptive advertising of Your goods or services or misrepresentation in advertising of Your goods or services, including but not limited to any wrongful description of prices of Your goods or services or the quality or performance of Your goods or services. O. based upon or arising out of any actual or alleged breach of contract or breach of any implied or express warranty or guarantee; provided, however, this Exclusion shall not apply to: 1. any obligation you have to perform your Professional Services with reasonable skill or care; or 2. any liability You would have had in absence of such contract, warranty or guarantee. P. based upon or arising out of any actual or alleged violation of any federal, state or local statutes, ordinances or regulations regarding or relating to unsolicited telemarketing, solicitations, emails, faxes or any other communications of any type or nature, including but not limited to any "anti-spam" and "do-not-call" statutes, ordinances, or regulations. Q. based upon or arising out of any actual or alleged failure to procure or maintain adequate insurance or bonds. R. based upon or arising out of any actual or alleged failure to protect any non-public, personally identifiable information in Your care, custody or control. S. based upon or arising out of any actual or alleged actuarial services, medical or nursing services, insurance agent/broker services, legal services or services as an architect or engineer. IV. LIMITS • DEDUCTIBLE AND RELATED CLAIMS A. LIMIT OF LIABILITY DPL P001 CW(05/13) 7 ©Hiscox Inc.All rights reserved. PROFESSIONAL LIABILII H I SCOX ERRORS AND OMISSIONS Regardless of the number of Claims made during the Policy Period (or applicable Extended Reporting Period), the maximum that We shall be liable to pay for all covered Damages, Claim Expenses and Supplemental Payments shall be as follows: 1. The amount set forth in Item 3.A. of the Declarations as "Each Claim" shall be the maximum amount for each covered Claim. 2. The amount set forth in Item 3.13. of the Declarations as "Aggregate for all Claims" is the maximum amount for all Claims combined. 3. Notwithstanding 1. and 2. above, Our liability for Supplemental Payments shall not exceed $250 per day for each Insured up to $5,000 per Claim, which amounts shall reduce the amounts described in 1. and 2. above. B. DEDUCTIBLE 1. We shall not be responsible for payment of Damages or Claims Expenses until the Deductible amount has been satisfied. 2. We may at Our discretion advance payment of Damages or Claims Expenses within the Deductible amount on Your behalf, but You shall reimburse Us for any such amounts as soon as We request such reimbursement. 3. No Deductible amount shall apply to Supplemental Payments. C. RELATED CLAIMS For purposes of the applicable Deductible and Limit of Liability, all Claims based upon or arising out of continuous, repeated, related or interrelated Wrongful Acts shall be considered a single Claim first made against You in the Policy Period the first such Claim was made. V. OTHER MATTERS AFFECTING COVERAGE A. ESTATES, HEIRS, LEGAL REPRESENTATIVES, SPOUSES & DOMESTIC PARTNERS This Policy shall apply to Claims brought against: 1. the heirs, executors, administrators, trustees in bankruptcy, assignees and legal representatives of any Insured in the event of such Insured's death or disability; or 2. the legal spouse or legal domestic partner of any Insured; but only: 1. for the Wrongful Acts of such Insured; or DPL P001 CW(05/13) 8 ©Hiscox Inc.All rights reserved. PROFESSIONAL LIABILII HISCOX I ERRORS AND OMISSIONS 2. in connection with their ownership interest in property which the claimant seeks as recovery for actual or alleged Wrongful Acts of such Insured. B. INSURED DUTY TO COOPERATE You shall have the duty to cooperate with Us in the defense, investigation and settlement of any Claim, including but not limited to: 1. upon request, submit to examination and interrogation under oath by Our representative; 2. attend hearings, depositions and trials as requested by Us; 3. assist in securing and giving evidence and obtaining the attendance of witnesses; 4. provide written statements to Our representative and meet with such representative for the purpose of investigation and/or defense; and 5. provide all documents We may reasonably require. C. INSURED OBLIGATION NOT TO INCUR EXPENSE OR ADMIT LIABILITY You shall not, except at Your own cost, make any payment, incur any expense, admit any liability, settle any Claim or assume any obligation without Our prior consent. D. ACTION AGAINST THE INSURER No action shall be taken against Us unless: 1. You have complied fully with all the terms and conditions of this Policy; and 2. the amount of Your obligation to pay shall have been finally determined either by judgment against You after actual trial, or by written agreement between You, Us and the claimant. No person or organization shall have any right under this Policy to join Us as a party to any Claim against You nor shall We be impleaded by You or Your legal representatives in any such Claim. E. OTHERINSURANCE This Policy shall be excess insurance over any other valid and collectable insurance available to You, whether such other insurance is stated to be primary, contributory, excess, contingent or otherwise, unless such other insurance is written only as a specific excess insurance over the Limit of Liability provided in this Policy. F. SUBROGATION 1. In the event of any payment by Us under this Policy,We shall be subrogated to all of Your rights of recovery to such payment. 2. You shall do everything that may be necessary to secure and preserve such subrogation rights, including but not limited to the execution of any documents necessary to allow Us to bring suit in Your name. DPL P001 CW(05/13) 9 ©Hiscox Inc.All rights reserved. PROFESSIONAL LIABILII HISCOX ERRORS AND OMISSIONS 3. You shall do nothing to prejudice such subrogation rights without first obtaining Our written consent. 4. Any recovery shall first be paid to Us up to the amount of any Damages, Claim Expenses or Supplemental Payments that We have paid. Any remaining amounts shall be paid to You. 5. Notwithstanding the above, no subrogation shall be had against any Insured. G. ALTERATION AND ASSIGNMENT No change in, modification of or assignment of interest under this Policy shall be effective unless made by written endorsement to this Policy signed by Our authorized representative. H. REPRESENTATIONS As a condition precedent of Our obligations under this Policy, You represent that: 1. the statements and representations made by You in the Application are true and are the basis of the Policy and are to be considered as incorporated into and constituting a part of this Policy; 2. the statements and representations made by You in the Application shall be deemed material to the acceptance of the risk assumed by Us under the Policy; 3. this Policy is issued in reliance upon the truth of the statements and representations made by You in the Application; and 4. in the event the Application contains misrepresentations which materially affect the acceptance of the risk assumed by Us under this Policy, this Policy shall be void ab initio. I. BANKRUPTCY OR INSOLVENCY Your bankruptcy or insolvency shall not relieve Us of any of Our obligations under this Policy. J. TERRITORY This Policy shall apply to Wrongful Acts committed anywhere in the world, provided that any action, arbitration, or other proceeding for, in relation to, or arising from the Claim is brought within the United States, its territories or possessions, or Canada. K. FALSE OR FRAUDULENT CLAIMS If any Insured shall commit fraud in proffering any Claim or regarding the amount or otherwise, this Insurance shall become void as to such Insured from the date such fraudulent claim is proffered. L. NAMED INSURED RESPONSIBILITIES DPL P001 CW(05/13) 10 ©Hiscox Inc.All rights reserved. 40 HI SCOX Hiscox Insurance Company Inc. Policy Number: P100.042.069.11 Named Insured: STRAIGHTLINE COMMUNICATIONS Endorsement Number: 1 Endorsement Effective:01/12/2025 E5424.1 Blanket Additional Insured Endorsement(PL) In consideration of the premium charged, it is understood and agreed that the Policy is amended as follows: 1. In Clause VI. DEFINITIONS, paragraph V., "'You' or `Your'," is amended to include the following at the end thereof: You or Your shall also include any Additional Insured but only for the Wrongful Acts of those contemplated in paragraphs 1., 2. or 3. of the definition of"'You' or `Your"': 2. The following definition is added to Clause VI. DEFINITIONS: AI-A. Additional Insured means any person(s) or organization(s) with whom You have agreed in a written contract or agreement to add them as an additional insured to a policy providing the type of coverage afforded by this Policy, provided the contract or agreement: 1. is currently in effect or becomes effective during the Policy Period; and 2. was executed before the Professional Services from which the Claim arises were performed. 3. In Clause III. EXCLUSIONS, paragraph F. is deleted in its entirety and replaced with the following: F. brought by or on behalf of one Insured against another Insured; provided, however, this Exclusion will not apply to any Claim brought by an Additional Insured in any capacity other than that of an Additional Insured. All other terms and conditions remain unchanged. DPL E5424 CW(02/15) Includes copyrighted material of Insurance Services Office, Inc.,with its Page 1 of 1 permission. Hiscox Insurance Company Inc. AA HISCOX encourage courage- Endorsement 3 NAMED INSURED: STRAIGHTLINE COMMUNICATIONS California Amendatory Endorsement Page 1 of 3 This endorsement modifies insurance provided under the following: PROFESSIONAL LIABILITY-ERRORS AND OMISSIONS INSURANCE In consideration of the premium charged, it is understood and agreed that the Policy is modified as follows: 1. Section V. OTHER MATTERS AFFECTING COVERAGE is amended to include the following at the end thereof: CANCELLATION Notice of Cancellation A. The Named Insured may cancel this Policy by giving Us advance written notice stating when thereafter such cancellation shall be effective. If the Named Insured cancels this Policy,the refund may be less than pro rata. Provided, however, if this Policy shall be cancelled by the Named Insured within 14 days of the inception of the Policy Period without having submitted a Claim,We shall return in full any premium amount actually paid to Us. In such event, the effective date of cancellation shall be deemed to be the inception date of the Policy Period. B. Policies In Effect For 60 Days or Less If this Policy has been in effect for sixty(60)days or less, and is not a renewal of a Policy We have previously issued,We may cancel this Policy by mailing or delivering to the Named Insured at the mailing address shown in the Declarations and to the producer of record, if any, advance written notice of cancellation stating the reason for cancellation at least: Ten (10)days before the effective date of cancellation if We cancel for: (a) Non-payment of premium; or (b) Discovery of fraud by: i. The Insured or the Insured's representative in obtaining this insurance; or ii. The Insured or the Insured's representative in pursuing a Claim under the Policy. Thirty(30)days before the effective date of cancellation if We cancel for any other reason. C. Policies In Effect For More Than 60 Days If this Policy has been in effect for more than sixty(60)days, We may also cancel this Policy by mailing or delivering to the Named Insured at the address shown in the Declarations,the producer of record, if any, written notice, including the reason for cancellation, stating when not less than thirty(30)days thereafter (or ten (10)days thereafter when cancellation is due to non-payment of premium or discovery of fraud), the cancellation shall be effective. We may only cancel this Policy for one or more of the following reasons: (a) Nonpayment of premium, including payment due on a prior policy issued by Us and due during the current policy term covering the same risks; (b) Discovery of fraud or material misrepresentation by: i. The Insured or the Insured's representative in obtaining this insurance; or ii. The Insured or the Insured's representative in pursuing a Claim under the Policy. Hiscox Insurance Company Inc. AA HISCOX encourage courage- Endorsement 3 NAMED INSURED: STRAIGHTLINE COMMUNICATIONS California Amendatory Endorsement Page 2 of 3 (c) Ajudgment by a court or an administrative tribunal that the Insured has violated a California or Federal law, having as one of its necessary elements an act which materially increases any of the risks insured against; (d) Discovery of willful or grossly negligent acts or omissions, or of any violations of state laws or regulations establishing safety standards, by the Insured or the Insured's representative,which materially increase any of the risks insured against; (e) Failure by the Insured or the Insured's representative to implement reasonable loss control requirements, agreed to by the Insured as a condition of policy issuance, or which were conditions precedent to Our use of a particular rate or rating plan, if that failure materially increases any of the risks insured against; (f) A determination by the Commissioner of Insurance that the i. Loss of, or changes in, our reinsurance covering all or part of the risk would threaten Our financial integrity or solvency; or ii. Continuation of the policy coverage would: a. Place Us in violation of California law or the laws of the state where We are domiciled; or b. Threaten Our solvency. (g) A change by the Insured or the Insured's representative in the activities or property of the commercial or industrial enterprise,which results in a materially added, increased or changed risk, is included in the Policy. D. The mailing of the notice of cancellation shall be sufficient proof of notice and this Policy shall terminate at the date and hour specified in such notice. If We cancel this Policy, any return premium shall be calculated pro rata. Payment or tender of any unearned premium by Us shall not be a condition precedent to the effectiveness of the cancellation, but such payment shall be made as soon as practicable. Nonrenewal A. If We elect not to renew this Policy,We will mail or deliver to the Named Insured written notice of nonrenewal, stating the reason for nonrenewal, not less than sixty(60)days, but not more than one hundred twenty(120)days before the end of the Policy Period. We will mail the notice of nonrenewal to the Named Insured at the last mailing address known Us. If the notice of nonrenewal is mailed, proof of mailing will be sufficient proof of notice. B. We are not required to send notice of nonrenewal in the following situations: (a) If the transfer or renewal of a policy,without any changes in terms, conditions or rates, is between Us and a member of Our insurance group. (b) If the policy has been extended for 90 days or less, provided that notice has been given in accordance with paragraph A above. Hiscox Insurance Company Inc. AA HISCOX encourage courage- Endorsement 3 NAMED INSURED: STRAIGHTLINE COMMUNICATIONS California Amendatory Endorsement Page 3 of 3 (c) If the Named Insured has obtained replacement coverage, or if the Named Insured has agreed, in writing,within 60 days of the termination of the Policy, to obtain that coverage. (d) If the Policy is for a period of no more than 60 days and the Named Insured is notified at the time of issuance that it will not be renewed. (e) If the Named Insured requests a change in the terms or conditions or risks covered by the Policy within 60 days of the end of the Policy Period. (f) If We made a written offer to the Named Insured, in accordance with the timeframes shown in paragraph A above,to renew the Policy under changed terms or conditions or at an increased premium rate, when the increase exceeds 25%. 2. Section VII. DEFINITIONS, Paragraph E Damages, is modified to the extent necessary to provide the following: Punitive and exemplary damages shall not be insurable in cases where California law governs the Claim. 3. The Policy is amended by adding the following Clause at the end thereof: Policy Conflicts To the extent any term or condition contained in the Policy or any Endorsement attached thereto conflicts with any term or condition contained in this or any other State Amendatory Endorsement attached to the Policy, such terms and conditions most favorable to the Insured shall apply. All other terms and conditions remain unchanged. Endorsement effective: January 12, 2025 Policy No.: P100.042.069.11 Endorsement No: 3 By: Kevin Kerridge (Appointed Representative) DPL E5102 CA(01/10) Hiscox Insurance Company Inc. AA HISCOX encourage courage® Endorsement 4 NAMED INSURED: STRAIGHTLINE COMMUNICATIONS Waiver of Subrogation Page 1 of 1 In consideration of the premium charged, it is understood and agreed that the Policy is amended as follows: In Clause V. OTHER MATTERS AFFECTING COVERAGE, paragraph F. SUBROGATION is deleted in its entirety and replaced with the following: F. Subrogation. 1. In the event of any payment by Us under this Policy, We shall be subrogated to all of Your rights of recovery to such payment. 2. You shall do everything that may be necessary to secure and preserve such subrogation rights, including but not limited to the execution of any documents necessary to allow Us to bring suit in Your name. 3. You shall do nothing to prejudice such subrogation rights without first obtaining Our written consent. 4. Any recovery shall first be paid to Us up to the amount of any Damages or Claim Expenses that We have paid. Any remaining amount shall be paid to You. 5. Notwithstanding the above, no subrogation shall be had against any Insured. Notwithstanding the foregoing,to the extent You have waived Your rights of recovery,We also agree to waive Our subrogation rights in connection therewith, provided that Your waiver of Your rights is in writing and predates the first such Wrongful Act giving rise the Claim resulting in payment of Damages or Claim Expenses by Us. All other terms and conditions remain unchanged. Endorsement effective: January 12, 2025 Policy No.: P100.042.069.11 Endorsement No: 4 By: Kevin Kerridge (Appointed Representative) DPL E5042 CW(01/10) DATE(MM/DD/YYYY) ACOR" CERTIFICATE OF LIABILITY INSURANCE Ill12/18/2025 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT NAME: Hiscox Inc.d/b/a/Hiscox Insurance Agency in CA PHONE FAX A/C No Ext: (888)202-3007 A/C No): 5 Concourse Parkway E-MAIL Suite 2150 ADDRESS: contact@hiscox.com Atlanta GA, 30328 INSURER(S)AFFORDING COVERAGE NAIC# INSURERA: Hiscox Insurance Company Inc 10200 INSURED INSURER B STRAIGHTLINE COMMUNICATIONS INSURERC: 14930 Greenleaf Street Sherman Oaks, CA 91403 INSURER D: INSURER E: INSURER F: COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR TYPE OF INSURANCE ADDL SUBR POLICPOLICY NUMBER MM/DDY EFF MM/POLICY EXP DLIMITS LTR X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 2,000,000 CLAIMS-MADE � OCCUR PREM SESOEa occurrDence $ 100,000 MED EXP(Any one person) $ 5,000 A Y P100.042.462.12 01/12/2026 01/12/2027 PERSONAL&ADV INJURY $ 0 GEN'L AGGREGATE LIMIT APPLIES PER: GENERALAGGREGATE $ 2,000,000 X POLICYEl JECT LOC PRODUCTS-COMP/OP AGG $ S/T Gen.Agg. OTHER: $ AUTOMOBILE LIABILITY COMBINEDSINGLELIMIT $ Ea accident ANY AUTO BODILY INJURY(Per person) $ ALL OWNED SCHEDULED BODILY INJURY(Per accident) $ AUTOS AUTOS NON-OWNED PROPERTYDAMAGE $ HIRED AUTOS AUTOS APer accident UMBRELLA LAB OCCUR EACH OCCURRENCE $ EXCESS LAB CLAIMS-MADE AGGREGATE $ DED RETENTION$ $ WORKERS COMPENSATION PER OTH- AND EMPLOYERS'LIABILITY Y/N STATUTE ER ANYPROPRIETOR/PARTNER/EXECUTIVE E.L.EACH ACCIDENT $ OFFICER/MEMBER EXCLUDED? ❑ N/A (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $ If yes,describe under DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $ A Professional Liability Y P100.042.069.12 01/12/2026 01/12/2027 Each Claim:$1,000,000 Aggregate:$2,000,000 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES (ACORD 101,Additional Remarks Schedule,maybe attached if more space is required) City of Santa Ana, its officers,employees,agents and representatives are Additional Insureds with respect to General and Professional Liability per the attached endorsements as required by written contract. Insurance Primary and Non-contributory.Waiver of Subrogation applies. Hiscox will provide 30 Days Notice of Can cellation with 10 Days Notice for Non-Payment of Premium in accordance with the policy provisions. Tu Tran °gjW1,u Tran N1 ve by Nguyen N3323 08003 APPROVED By Tu Tran Nguyen at 7:32 am,Dec 23,2025 CERTIFICATE HOLDER CANCELLATION City of Santa Ana, Risk Management Division 20 Civic Center Plaza SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE 4th floor THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN Santa Ana,CA 92701 ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE @ 1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD DATE(MMIDD/YYYYI ,a`oRo° CERTIFICATE OF LIABILITY INSURANCE 05/27/2025 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). PRODUCER CONTACT NAME: FAX MYLO LLC A/CONNo Ext: 913 904-5300 A/C No 8880 WARD PKWY#200 E-MAIL KANSAS CITY, MO 64114 ADDRESS: INSURER(S)AFFORDING COVERAGE NAIC# INSURER A: United Financial Casualty Co. 11770 INSURED INSURER B: Straightline Communications LLC INSURERC: 14930 Greenleaf St INSURER D: Los Angeles CA 91403 INSURER E: INSURER F: COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR TYPE OF INSURANCE ADDL SUBR POLICY EFF POLICY EXP LIMITS LTR INSD WVD POLICY NUMBER MMIDD/YYYY MMIDD/YYYY 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- POLICY ❑ LOG PRODUCTS-COMP/OP AGG $ OTHER: $ AUTOMOBILE LIABILITY CEa acOMB cINEDident SINGLE LIMIT $ 1,000,000 ANY AUTO BODILY INJURY(Per person) $ A OWNED SCHEDULED AUTOS ONLY AUTOS X X 980097855 04/17/2025 04/17/2026 BODILY INJURY(Per accident) $ X HIRED NON-OWNED PROPERTY DAMAGE $ AUTOS ONLY AUTOS ONLY "Per accident UMBRELLA LIAB OCCUR EACH OCCURRENCE $ EXCESS LIAB CLAIMS-MADE AGGREGATE $ DED RETENTION$ $ WORKERS COMPENSATION PER OTH- AND EMPLOYERS'LIABILITY Y/N STATUTE ER ANYPROPRIETOR/PARTNER/EXECUTIVE E.L.EACH ACCIDENT $ OFFICER/M EMBER EXCLUDED? NIA (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $ If yes,describe under DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $ Uninsured Motorist 1,000,000 A Underinsured Motorist X X 980097855 04/17/2025 04/17/2026 1,000,000 Medical Payments 5,000 DESCRIPTION OF OPERATIONS I LOCATIONS/VEHICLES (ACORD 101,Additional Remarks Schedule,maybe attached if more space is required) Rental Reimbursement 50 Per Day 1,500 Max Roadside Assistance Selected 2019 BMW X3 5UXTR7C54KLR51417 City of Santa Ana,its City Council,Officers,Officials, Employees,Agents,and Volunteers are listed as an Additional Insured.This policy is primary and non-contributory as to City of Santa Ana, its City Council,Officers,Officials, Employees,Agents,and Volunteers regardless of whether Holder is a named insured of any other policy.The policy includes a Waiver of Subrogation for City of Santa Ana,its City Council, Officers,Officials, Employees,Agents,and Volunteers.We will endeavor to provide 30 days notice of cancellation to the certificate holder, but failure to do so shall impose no obligation or liability of any kind upon the insurer,its agents or representatives. CERTIFICATE HOLDER CANCELLATION ADDITIONAL INSURED SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE City of Santa Ana, its City Council,Officers,Officials, Employees,Agents,and THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN Volunteers ACCORDANCE WITH THE POLICY PROVISIONS. 20 Civic Center Plaza Santa Ana,CA 92702 AUTHORIZED REPRESENTATIVE APPROVED By Tu Tran Nguyen at 7:32 am,Dec 23,2025 ©1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD M CL WORKERS' COMPENSATION DECLARATION I Linda O'Hanlon, President hereby affirm under penalty of (Name/Title) perjury, the following declaration: I certify on behalf of Straightline Communications that during the term of my contracts with the Public Works Agency, Water Resources (Organization Name) Division and the Public Works Agency, I will not employ any person in any manner so as to become subject to the workers' compensation laws of California and agree that if I should become subject to the workers' compensation provisions of Section 3700 of the Labor Code, I shall forthwith comply with those provisions. DATE: January 1, 2026 By: Name: Linda O'Hanlon Title: President Telephone: 818-386-1916 WARNING: FAILURE TO SECURE WORKERS' COMPENSATION COVERAGE IS UNLAWFUL, AND SHALL SUBJECTAN EMPLOYER TO CRIMINAL PENALTIES AND CIVIL FINES UP TO ONE HUNDRED THOUSAND DOLLARS ($100,000). IN ADDITION TO THE COST OF COMPENSATION, DAMAGES AS PROVIDED FOR IN SECTION 3706 OF THE LABOR CODE, INTEREST, AND ATTORNEY'S FEES. 40 HI SCOX Hiscox Insurance Company Inc. Policy Number: P100.042.462.12 Named Insured: STRAIGHTLINE COMMUNICATIONS Endorsement Number: 7 Endorsement Effective: 01/12/2026 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - AUTOMATIC STATUS This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART A. Section II — Who Is An Insured is amended to include as an additional insured any per- son(s) or organization(s) for whom you are performing operations or leasing a premises when you and such person(s) or organiza- tion(s) have agreed in writing in a contract or agreement that such person(s) or organiza- tion(s) be added as an additional insured on your policy. Such person or organization is an additional insured only with respect to lia- bility for "bodily injury", "property damage" or "personal and advertising injury" caused, in whole or in part, by your acts or omissions or the acts or omissions of those acting on your behalf: 1. In the performance of your ongoing opera- tions; or 2. In connection with your premises owned by or rented to you. A person's or organization's status as an addi- tional insured under this endorsement ends when your operations or lease agreement for that additional insured are completed. CGL E5421 CW(02/14) Includes copyrighted material of Insurance Services Office, Inc., with its Page 1 of 1 permission. 40 HI SCOX Hiscox Insurance Company Inc. Policy Number: P100.042.462.12 Named Insured: STRAIGHTLINE COMMUNICATIONS Endorsement Number: 16 Endorsement Effective: 01/12/2026 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 A. 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, pro- vided: 1. you have agreed in a written contract or agreement to add such additional insured to a policy providing the type of coverage af- forded by this policy; and 2. you have agreed in a written contract or agreement with such additional insured that this insurance would be primary and would not seek contribution from any other insur- ance available to the additional insured. CGL E5581 CW(03/16) Includes copyrighted material of Page 1 of 1 Insurance Services Office, Inc., with its permission Aew I"I I SCOX Hiscox Insurance Company Inc. Policy Number: P100.042.462.12 Named Insured: STRAIGHTLINE COMMUNICATIONS Endorsement Number: 17 Endorsement Effective: 01/12/2026 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. MODIFIED WAIVER OF TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO US This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART The following is added to Paragraph 8. Transfer Of Rights Of Recovery Against Others To Us of Section IV—Conditions: You may waive your rights against another party so long as you do so in writing prior to: (i) an offense arising out of your business that caused a "personal and advertising injury"; or (ii) an "occurrence" that caused "bodily injury" or"property damage". CGL E5402 CW(03/10) Page 1 of 1 Includes copyrighted material of Insurance Services Office, Inc.,with its permission. Ael I"I I SCOX Hiscox Insurance Company Inc. Policy Number: P100.042.462.12 Named Insured: STRAIGHTLINE COMMUNICATIONS Endorsement Number: 21 Endorsement Effective: 01/12/2026 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - DESIGNATED PERSON OR ORGANIZATION This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART SCHEDULE Name Of Additional Insured Persons Or Organization(s) The City of Santa Ana, its city council, officers, officials, employees, agents, and volunteers. Information required to complete this Schedule, if not shown above, will be shown in the Declarations. Section II — Who Is An Insured is amended to in- clude as an additional insured the person(s) or organi- zation(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 your acts or omissions or the acts or omis- sions of those acting on your behalf: A. In the performance of your ongoing operations; or B. In connection with your premises owned by or rented to you. CG 20 26 07 04 © ISO Properties, Inc., 2004 Page 1 of 1 40 H I SCOX HISCOX INSURANCE COMPANY INC. (A Stock Company) encourage courage® 30 North LaSalle Street, Suite 1760, Chicago, IL 60602 (312)380-5555 Professional Liability Errors & Omissions Insurance Declarations This is a"Claims Made and Reported" Policy in which Claim Expenses are included within the Limit of Liability unless otherwise noted. Those words (other than the words in the captions) which are printed in Boldface are defined in the Policy. Declaration Effective Date: January 12,2026 Policy No.: P100.042.069.12 Renewal of: P100.042.069.11 1. Named Insured: STRAIGHTLINE COMMUNICATIONS 2. Address: 14930 Greenleaf Street Sherman Oaks, CA 91403 Email Address: ohanlon@straightlinecomm.com 3.A. Limit of Liability: $1,000,000 Each Claim 3.B. $2,000,000 Aggregate for all Claims 4. Deductible: $500 Each Claim 5. Notice: Phone: 866-424-8508 Email: reportaclaim@hiscox.com Mail: Hiscox 5 Concourse Parkway, Suite 2150 Attn: Direct Claims Atlanta GA, 30328 6. Policy period: From: January 12,2026 To: January 12,2027 At 12:01 A.M. (Standard Time)at the address shown above. 7. Retroactive Date: June 1, 1991 8. Premium: $1,102.00 9. Attachments: DPL D001 CW(11/19)-Professional Liability Errors&Omissions Insurance Declarations DPL P001 CW(05/13)-Professional Liability Coverage Form DPL E5424 CW(02/15)-Blanket Additional Insured Endorsement DPL E5026 CW(01/10)-Public Relations Services Endorsement DPL E5102 CA(01/10)-California Amendatory Endorsement DPL E5042 CW(01/10)-Waiver of Subrogation DPL E1901 CW(08/21)-Cyber Incidents Exclusion Endorsement DPL E1919 CW(03/23)-War, Civil War, Cyberwarfare, and NCBR Exclusion Endorsement DPL E1918 CW(03/23)-Cannabis Exclusion Endorsement DPL D001 CW(11/19) Page 1 Am HI SCOX Hiscox Insurance Company Inc. Policy Number: P100.042.069.12 Named Insured: STRAIGHTLINE COMMUNICATIONS Endorsement Number: 1 Endorsement Effective:01/12/2026 E5424.1 Blanket Additional Insured Endorsement (PL) In consideration of the premium charged, it is understood and agreed that the Policy is amended as follows: 1. In Clause VI. DEFINITIONS, paragraph V., "'You' or 'Your'," is amended to include the following at the end thereof: You or Your shall also include any Additional Insured but only for the Wrongful Acts of those contemplated in paragraphs 1., 2. or 3. of the definition of"'You' or'Your"': 2. The following definition is added to Clause VI. DEFINITIONS: AI-A. Additional Insured means any person(s) or organization(s) with whom You have agreed in a written contract or agreement to add them as an additional insured to a policy providing the type of coverage afforded by this Policy, provided the contract or agreement: 1. is currently in effect or becomes effective during the Policy Period; and 2. was executed before the Professional Services from which the Claim arises were performed. 3. In Clause III. EXCLUSIONS, paragraph F. is deleted in its entirety and replaced with the following: F. brought by or on behalf of one Insured against another Insured; provided, however, this Exclusion will not apply to any Claim brought by an Additional Insured in any capacity other than that of an Additional Insured. All other terms and conditions remain unchanged. DPL E5424 CW (02/15) Includes copyrighted material of Insurance Services Office, Inc.,with its Page 1 of 1 permission. Hiscox Insurance Company Inc. HISCOX encourage courage® Endorsement 4 NAMED INSURED: STRAIGHTLINE COMMUNICATIONS Waiver of Subrogation Page 1 of 1 In consideration of the premium charged, it is understood and agreed that the Policy is amended as follows: In Clause V. OTHER MATTERS AFFECTING COVERAGE, paragraph F. SUBROGATION is deleted in its entirety and replaced with the following: F. Subrogation. 1. In the event of any payment by Us under this Policy,We shall be subrogated to all of Your rights of recovery to such payment. 2. You shall do everything that may be necessary to secure and preserve such subrogation rights, including but not limited to the execution of any documents necessary to allow Us to bring suit in Your name. 3. You shall do nothing to prejudice such subrogation rights without first obtaining Our written consent. 4. Any recovery shall first be paid to Us up to the amount of any Damages or Claim Expenses that We have paid.Any remaining amount shall be paid to You. 5. Notwithstanding the above, no subrogation shall be had against any Insured. Notwithstanding the foregoing, to the extent You have waived Your rights of recovery,We also agree to waive Our subrogation rights in connection therewith, provided that Your waiver of Your rights is in writing and predates the first such Wrongful Act giving rise the Claim resulting in payment of Damages or Claim Expenses by Us. All other terms and conditions remain unchanged. Endorsement effective: January 12,2026 Policy No.: P100.042.069.12 Endorsement No: 4 By: Mary Boyd (Appointed Representative) DPL E5042 CW(01/10) PROGRESSIVE PROGRElJ/UE' P.O. BOX 6807 COMMERCIAL CLEVELAND, OH 44101 Named insured Policy number: 980097855 Underwritten by: United Financial Cas Co March 26,2025 Straightline Communications LLC Policy Period:Apr 17,2025-Apr 17,2026 14930 GREENLEAF ST Page 1 of 3 LOS ANGELES,CA 91403 progressiveagent.com Online Service Make payments,check billing activity,print policy documents, update your policy or check the status of a claim. Commercial Auto 1-800-444-4487 Insurance Coverage Summary For hours ustomer ynaweesservice, 24 hours a da 7 days a week. This is your revised Renewal Declarations Page Your policy information has changed This Renewal Declarations Page is effective only if the minimum amount due to renew your policy is received or postmarked by April 17,2025. Your coverage begins on April 17,2025 at 12:01 a.m. This policy expires on April 17,2026 at 12:01 a.m. This coverage summary replaces your prior one.Your insurance policy and any policy endorsements contain a full explanation of your coverage.The policy limits shown for an auto may not be combined with the limits for the same coverage on another auto, unless the policy contract allows the stacking of limits.The policy contract is form 6912 (02119).The contract is modified by forms 2852CA (02119),4757(02119), 1198(07/16), 8610(02119),Z311 (02119),Z313(04/21),4852CA(02119),4881 CA(02119)and Z228(01/11). The named insured organization type is a corporation. Policy changes effective April 17, 2025 ............................................................................................................................................................................. Premium change: $2,137.88 In Continued Form 6489 CA(05/21) Policy number: 980097855 Straightline Communications LLC Paget of 3 Outline of coverage Description Limits Deductible Premium ............................................................................................................................................................................. Liability To Others $2,636 Bodily Injury and Property Damage Liability $1,000,000 combined single limit ............................................................................................................................................................................. Uninsured/Underinsured Motorist $1,000,000 combined single limit 273 ............................................................................................................................................................................. Uninsured Motorist Property Damage Rejected ............................................................................................................................................................................. Medical Payments $5,000 each person 29 ............................................................................................................................................................................. Comprehensive 251 See Auto Coverage Schedule Limit of liability less deductible ............................................................................................................................................................................. Collision 1,063 See Auto Coverage Schedule Limit of liability less deductible ............................................................................................................................................................................. Rental Reimbursement 73 See Auto Coverage Schedule ............................................................................................................................................................................. Roadside Assistance 14 See Auto Coverage Schedule Limit of liability less deductible ............................................................................................................................................................................. Subtotal policy premium $4,339.00 ............................................................................................................................................................................. Waiver of Subrogation Fee 50.00 ............................................................................................................................................................................. Additional Insured Fee 40.00 ............................................................................................................................................................................. California Vehicle Assessment Fee 1.76 ............................................................................................................................................................................. Total 12 month policy premium and fees $4,430.76 Important information about fees An installment fee of$6.00 has been included in each payment.You may avoid paying installment fees by paying your premium of$4,430.76 in full by April 17, 2025.You may reduce the amount you pay in installment fees by paying your premium in larger amounts and fewer installments. Please call 1-800-444-4487 for details. The following additional fees may apply: Late payment fee $10.00 Fee for returned checks or refused payments $20.00 Rated drivers ....................................................................................................................................................................... 1. Linda O'Hanlon Auto coverage schedule 1. 2019 BMW X3 Actual Cash Value(plus$2,000.00 Permanently Attached Equip) VIN:5UXTR7C54KLR51417 Garaging Zip Code:91403 Radius:300 miles Personal use: N Body type:Sport Utility Vehicle Liability uM/ulm Med Pay Liability Premium Premium Premium ... Premium $2636 $273 $29 Comp Comp Collision Collision Physical Damage Deductible Premium Deductible Premium .................................................................................................................................................................. Premium $500 $251 $500 $1063 Rental Rental Roadside Roadside Other Coverages Limit Premium Deductible Premium Auto Total .................................................................................................................................................................. Premium $50 per day $73 $0 $14 $4,339 Max$1,500 Continued Form 6489 CA(05/21) Policy number: 980097855 Straightline Communications LLC Page of 3 Additional Insured information .................................................................................................................................................................... 1. Additional Insured The City of Beverly Hills 345 FootHill Road Beverly Hills,CA 90210 .................................................................................................................................................................... 2. Additional Insured City of Santa Ana,its City Council,Officers,Official, Emp 20 Civic Center Plaza Santa Ana,CA 92702 Waiver of Subrogation information .................................................................................................................................................................... 1. Waiver of Subrogation The City of Beverly Hills 345 FootHill Road Beverly Hills,CA 90210 .................................................................................................................................................................... 2. Waiver of Subrogation City of Santa Ana,its City Council,Officers,Official, Emp 20 Civic Center Plaza Santa Ana,CA 92702 Important Notice For your protection California law requires the following to appear on this form.Any person who knowingly presents false or fraudulent information to obtain or amend insurance coverage or to make a claim for the payment of a loss is guilty of a crime and may be subject to fines and confinement in state prison. Company officers President Secretary Form 6489 CA(05/21) PROGRESSIVE PR499RE11/UE' P.O. BOX 6807 COMM£RC/At CLEVELAND, OH 44101 Policy number: 980097855 Underwritten by: United Financial Cas Co Insured: City of Santa Ana, its City Council, Officers, Official, Emp Straightline Communications LLC 20 CIVIC CENTER PLAZA SANTA ANA,CA 92702 April 16,2025 Policy Period:Apr 17,2025-Apr 17,2026 Mailing Address United Financial Cas Co PO Box 94739 Additional insured endorsement Cleveland,OH44101 1-800-444-4487 Name of Person or Organization For customer service,24 hours a day, City of Santa Ana, its City Council, Officers, Official, Emp 7 days a week 20 Civic Center Plaza Santa Ana, CA 92702 This endorsement modifies insurance provided under the commercial auto policy and any endorsements thereto affording liability coverage. The person or organization named above is an insured with respect to such liability coverage as is afforded by the policy, but this insurance applies to said insured only as a person liable for the conduct of another insured and then only to the extent of that liability. We also agree with you that insurance provided by this endorsement will be primary for any power unit specifically described on the Declarations Page and showing liability coverage. Limit of Liability Bodily Injury Not applicable Property Damage Not applicable Combined Liability $1,000,000 each accident All other terms, limits and provisions of this policy remain unchanged. This endorsement applies to Policy Number:980097855 Issued to(Name of Insured):Straightline Communications LLC Effective date of endorsement:April 17, 2025 Policy expiration date:April 17, 2026 Form 1198(07/16) PROGRESSIVE PR99REIR11F P.O. BOX 6807 COMMERCIAL CLEVELAND, OH 44101 Policy number: 980097855 Underwritten by: United Financial Cas Co Insured: City of Santa Ana, its City Council, Officers, Official, Emp Straightline Communications LLC 20 CIVIC CENTER PLAZA April 16,2025 SANTA ANA,CA 92702 Policy Period:Apr 17,2025-Apr 17,2026 Mailing Address United Financial Cas Co PO Box 94739 Cleveland,OH 44101 1-800-444-4487 For customer service,24 hours a day, 7 days a week Waiver of Subrogation Endorsement This endorsement modifies insurance provided under the following: Commercial Auto Policy Motor Truck Cargo Liability Coverage Endorsement Commercial General Liability Coverage Endorsement We agree to waive any and all subrogation claims against the person or organization designated below. Name of Person or Organization: City of Santa Ana, its City Council, Officers, Official, Emp 20 Civic Center Plaza Santa Ana, CA 92702 This endorsement applies to policy number: 980097855 Issued to: Straightline Communications LLC Endorsement effective: April 17, 2025 Expiration:April 17, 2026 All other terms, limits and provisions of this policy remain unchanged. Form 8610(02/19)