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EPD SOLUTIONS, INC. (ENVIRONMENTAL PLANNING DEVELOPMENT SOLUTIONS, INC.) (2)
MAYOR Valerie Amezcua MAYOR PRO TEM Thai Viet Phan COUNCILMEMBERS Phil Bacerra Johnathan Ryan Hernandez Jessie Lopez David Penaloza Benjamin Vazquez INSURANCE ON FILE WORK MAY PROCEED UNTIL INSURANCE EXPIRES S 11 z12oa-S CITY CLERK DATE CITY OF SANTA ANA PLANNING AND BUILDING AGENCY 20 Civic Center Plaza • P.O. Box 1988 Santa Ana, California 92702 www.santa-ana.ora �U N 2 4 2024 June 6, 2024 o.1 1\\ (fYaAanf, N�1W'4VAEnvironment Planning Development Solutions, Inc. 3333 Michelson Drive, Suite 500 Irvine, CA 92612 A-2023-194-03A ACTING CITY MANAGER Alvaro Nu)ez CITY ATTORNEY Sonia R. Carvalho CITY CLERK Jennifer L. Hall Re: California Environmental Quality Act (CEQA) Peer Review Services and Preparation of a Fiscal Impact and Economic Impact Analysis for the South Coast Technology Center Project Pursuant to Section 1 ("Scope of Services") of Agreement No. A-2023-194-03 entered into by Environmental Planning Development Solutions, Inc, dba EPD Solutions, Inc. ("Consultant") and the City of Santa Ana, dated November 7, 2023, Consultant hereby accepts this Letter Agreement for an assignment for on -call environmental and planning services for the project listed above. City recognizes that Consultant began services, consistent with the terms of the Agreement, on April 22, 2024 for services as provided in Consultant's revised proposal dated April 24, 2024, attached hereto as Exhibit A to this letter agreement. Consultant shall complete the services by August 30, 2024. Compensation is subject to Exhibit A for this assignment and shall not exceed $75,950. All other terms and conditions of said Agreement remain unchanged and in full force and effect. If you have any questions regarding this project, please contact Heidi Jacinto in the Planning and Building Agency at (714) 667-2725 or HJacinto@santa-ana.or . Sincerely, Minh Thai Executive Director Planning & Building Agency APPROVED AS TO FORM: Sonia R. Carvalho City Attorney �B Mile Montoya Assistant City Attorney Valerie Amezwa Thai Viet Phan Be,..,. Vazquez Mayor Mayor Pm Tem. Wartl 1 Ward yamezNaasaataanaam tanmi?hsanta-ma, mu byazouezesanta-and am 1 v ID06utra-� EPD SOLUTIONS, INC. Konnie Dobreva Vice President of Environmental Planning SANTA ANA CITY COUNCIL Jessie Lope, Phil Rim.. Johnathan Ryan Hemandez David Penalmae Ward Wa,14 Ward Wad sielooez(isanta-ana om abacamealsanta-anaam ymeamandezaaante-ana am dpennl..O�iiffla an. EXHIBIT A Proposal to Provide CEQA Peer Review Documentation and Supporting Fiscal and Economic Studies for the South Coast Technology Center City of Santa Ana SANTA ANA Submitted by: Environment Planning Development Solutions, Inc. 3333 Michelson Drive, Suite 500 Irvine, CA 92612 Master Agreement No. A-2023-194-03, effective November 7, 2023 Contact: Konnie Dobreva konnie@epdsolutions.com / (949) 794-1 783 April 8, 2024 Revised April 24, 2024 ENVIRONMENT I PLANNING I DEVELOPMENT SOLUTIONS, INC. Submitted via email April 8, 2024 Revised April 24, 2024 Heidi Jacinto City of Santa Ana, Assistant Planner II 20 Civic Center Plaza Santa Ana, CA 92701 Re: Proposal for CEQA Peer Review Services and Preparation of a Fiscal Impact and Economic Impact Analysis Dear Ms. Jacinto: Thank you for inviting us to submit this proposal for California Environmental Quality Act (CEQA) peer review services and preparation of a Fiscal Impact and Economic Benefit Analysis. It is our understanding that the project applicant has retained Michael Baker as an environmental consultant for preparation of a CEQA 15183 Exemption and associated technical studies and that the City is requesting proposals to peer review the 15183 Exemption and associated technical studies. In addition, the City is requesting proposals for preparation of a Fiscal Impact and Economic Benefit Analysis. The EPD team has extensive experience in Santa Ana from which we have developed a thorough knowledge in the City's Municipal Code, General Plan and General Plan EIR, which the project is utilizing for streamlining purposes. Our environmental and technical teams also have worked on a number of 15183 exemptions and industrial projects, and more specifically, office to industrial conversions like the one proposed, which makes our team uniquely suited to assist the City with the peer review effort for this project. The following is our proposed scope of work and fee for the project. We look forward to working with you and discussing this exciting opportunity with you further. Please contact me at (949) 794-1183 or konnie@epdsolutions.com with any questions on this proposal or our expertise. Respectfully submitted, EPID 1 4 D06 Konnie Dobreva,JD Vice President of Environmental Planning To begin work, EPD requires your signed authorization below, which authorizes the attached scope of work pursuant to the attached Provisions of Agreement. Agreed to by: Signature Date Printed Name and Title Urban Planning m Due Diligence m Entitlements m CEQA/NEPA a Development Services a Management m Public Outreach 3333 Michelson Drive, Suite 500 a Irvine, Calif. 92612 949.794.1180 m info@epdsolutions.com Proposal for CEQA Peer Review Aoril 2024 TABLE OF CONTENTS 2 A. Project Overview.........................................................................................................................................................3 SITE BACKGROUND & PROPOSED DEVELOPMENT................................................................................................3 B. Qualifications and Experience..................................................................................................................................3 Yearsof Experience..........................................................................................................................................................3 ProjectTeam.......................................................................................................................................................................3 EPDTeam.........................................................................................................................................................................3 ProjectExamples...............................................................................................................................................................5 Keterences........................................................................................................................................................................ 10 SubconsultantTeam...................................................................................................................................................... 11 C. Scope of Services....................................................................................................................................................... 12 Task 1 Peer Review of Technical Studies...................................................................................................... 12 Task 2 Peer Review of CEQA 15183 Exemption and CEQA Project Management ........................... 13 Task3. Fiscal Impact Analysis......................................................................................................................... 13 Task4. Economic Impact Analysis.................................................................................................................. 15 Task 5. Full Report of Fiscal Impact Analysis and Economic Impact Analysis (IF NEEDED).......... 15 D. Schedule...................................................................................................................................................................... 16 E. FEES & EXPENSES...................................................................................................................................................... 17 A. Project Overview SITE BACKGROUND & PROPOSED DEVELOPMENT The project site is located in the City of Santa Ana near the intersection of West Lake Center Drive and South Susan Street (APNs 414-261-01, 414-242-09, and 414-272-10). The project site consists of a vacant 5.59-acre parcel and Lake Center Office Park (5.75 acres), which is comprised of three office buildings (approximately 178,000 square feet), an artificial lake, site landscaping, and surface parking. The applicant is proposing to amend SD-58, which was originally approved to allow for the development of Lake Center Office Park, to revise the permissible uses to allow for industrial land uses. The project would demolish the existing office park and would construct three industrial buildings totaling approximately 324,044 square feet. As proposed, the project would also require review and approval by the Planning Commission and City Council for a Zoning Ordinance Amendment (ZOA). CEQA APPROACH Based on our review of the materials provided by the City and our understanding of CEQA and the environmental issues associated with the proposed project, it appears that the project is consistent with the requirements set forth under CEQA Guidelines Section 15183 for preparation of a CEQA 15183 Exemption as it is consistent with the City's General Plan Update for which an EIR was certified in 2022. B. Qualifications and Experience Years of Experience EPD has a long history of over 10 years of providing environmental documentation on behalf of both public agencies and private developers in California. EPD staff collectively have many decades of experience managing and preparing all types of CEQA/NEPA documentation, including categorical and 15183 exemptions, initial studies, negative declarations, mitigated negative declarations (MNDs), environmental impact reports (EIRs), and mitigation monitoring and reporting programs (MMRPs), as well as National Environmental Policy Act (NEPA) environmental assessments, Findings of No Significant Impact (FONSIs), and Environmental Impact Statements (EISs). Project Team EPD Team The following key staff members lead the EPD Project Management Team. The City's primary day-to-day contact and CEQA Project Principal would be Konnie Dobreva, supported by Meaghan Truman as the Project Manager. Qualifications and resume summaries for these and other staff are provided below. Resumes for all staff assigned to the project are included in Appendix A to this proposal. • Konnie Dobreva, JD, Vice President of Environmental Planning — Project Principal, Quality Assurance/Quality Control • Jeremy Krout, AICP, President — Client Services • Meghan Macias, TE, Transportation Planning Director — Traffic Impact Analysis Peer Review • Alex Garber, Senior Technical Planner — Air Quality, GHG and Energy Analysis Peer Review • Meaghan Truman, Associate Environmental Planner III — Project Management, Technical Study Peer Review, and CEQA Document Peer Review ,sal for CEQA Peer Review 2024 Passe 4 Konnie Dobrevo, JD, Vice President of Environmental Planning. Konnie's more than 25 years of public and private sector planning and legal experience have made her an expert in entitlements, environmental and policy planning, a keen analyst and an effective writer of environmental documents. She has managed and prepared environmental documents for a diverse range of projects and clients: small-scale residential and large planned communities, commercial office, industrial, mixed -use, and schools. In law school, Konnie specialized in alternative dispute resolution. She clerked for two private law firms and the Thousand Oaks City Attorney's Office. She was also a full-time extern for the Honorable Warren J. Ferguson, 9th Circuit Court of Appeals. Konnie has been a planner with the City of Lake Forest and a planning consultant for the cities of Irvine, Anaheim, and Rancho Santa Margarita. Her duties included project management, evaluating development proposals, presenting staff reports and resolutions before the Zoning Administrator and Planning Commission, evaluating grading and building plans, and environmental review and documentation. Konnie's diverse planning and legal experience provides her with a unique understanding of planning and zoning law, and the California Environmental Quality Act (CEQA). She is a frequent lecturer on CEQA for the Association of Environmental Professionals (AEP) Advanced CEQA Workshop and CEQA Basics Workshop, which provides training to many of the area developers, agency planners and attorneys. Konnie currently serves on Board of Directors for AEP as the organization's Executive Vice President. Jeremy Krout, AICP, LEED GA, President. Jeremy, the founder of EPD, has experience in both the public and private sectors, which has allowed him opportunities to prepare and manage various types of environmental documents and project entitlements. Jeremy's experience spans a diverse range of uniquely complex land use planning and entitlement projects, due diligence studies, general plan amendments, zone changes, environmental impact reports, development agreements, and construction projects. His clients have entrusted him with these responsibilities based on his problem -solving approach and extensive real -world experience in creating CEQA documents based on sound research and well -articulated strategies and many successes on exigent projects. Jeremy has dual Bachelor of Arts degrees in Geography and Environmental Studies from the University of California, Santa Barbara, and a Master of City and Regional Planning from Cal Poly San Luis Obispo. He is an active member of the American Planning Association and is certified by the American Institute of Certified Planners (AICP). Meghan Macias, TE, Transportation Planning Director, Registered Traffic Engineer #2697. Meghan will lead traffic analysis services, including preparing Traffic Impact Technical Reports; forecasting future traffic generation using Average Daily Trips (ADT), Level of Service (LOS), and Vehicle Miles Traveled (VMT); preparing Parking and Shared Parking Analyses; and developing traffic mitigation measure recommendations and fair share calculations, and would coordinate preparation of intersection design plans, traffic signal design plans, other related services. Meghan has over 18 years of experience in the transportation planning field and has worked on hundreds of projects throughout California. She has a deep understanding of the regulations and methodologies used by local and regional agencies throughout California, including application of local traffic study guidelines, CMP and CEQA requirements and the Mitigation Fee Act. She holds a Master's degree in Urban and Regional Planning from the University of California, Irvine, is a registered Traffic Engineer, and an active member of the Institute of Transportation Engineers (ITE). She was also a participant on the ITE S3743 Task Force to evaluate changes to the CEQA Guidelines resulting from SB743. Alex Garber, Senior Technical Planner. Alex has over five years of experience in the areas of air quality, greenhouse gas, environmental, and traffic planning and analysis. Alex has worked on traffic projects ranging from focused access studies to large mixed -use projects analyzing over 50 intersections, roadway segment analyses, and parking analyses. Additionally, Alex has experience writing and completing air quality, energy, greenhouse gas, and health risk assessment analyses, spatial analyses using GIS software, as well as writing CEQA documents. The types of projects Alex has worked on include residential, industrial, commercial, institutional, solar utility, and mixed use at a development level, and specific plans at a planning Proposal for CEQA Peer Review April 2024 level. Alex has also showed valuable leadership at EPD Solutions by starting the air quality, energy, GHG, and HRA discipline, as well as developing the transportation skills of new hires. Meaghan Truman, Associate Environmental Planner III. Meaghan has five years of experience in the areas of environmental planning, entitlements, and policy planning. Professional experience includes preparation of environmental assessment documents and technical studies, in compliance with CEQA and NEPA for both private and public sector clients, and project management of a diverse range of projects. She has managed and prepared environmental documents for a diverse range of projects and clients: small-scale residential and large specific plans, community parks, industrial, mixed -use, and schools. In addition, Meaghan has served as a peer reviewer for multiple clients. Meaghan also sits on the Orange County Association of Environmental Professionals Board of Directors. Her educational background is in environmental studies with a focus on policy and law. Project Examples The EPD team has extensive experience providing environmental planning and permitting services, including the preparation of CEQA and NEPA documents, to many jurisdictions throughout Southern California. EPD also recently prepared the Environmental Impact Report for the Related Bristol Specific Plan Project and peer reviewed the technical studies prepared by Kimley-Horn. The following table provides a brief snapshot of some of the CEQA-related projects EPD has worked on in the last five years, showcasing EPD's diverse project experience. Following the table are summaries of select projects. Project Name Project Type Year Completed Location Services E W Provided Related Bristol Specific Plan Mixed Use Ongoing Santa Ana V LA Advanced Technology & Education Institutional Ongoing Tustin Park (ATEP) Planningand CEQA Imperial Highway Warehouse Industrial 2023 Brea 40 d Project Wood and Lurin Residential EIR Residential 2023 City of Riverside Signal Hill Self Storage COA Commercial 2023 Signal Hill %0 Amendment CEOA Exemption Chase Road Residential 'I Residential 2023 Fontana Gierson Ranch Residential Project Residential 2023 Murrieta Waterford Mixed -Use Project Mixed Use 2023 Rancho Cucamon a South Poplar Distribution Center Industrial 2023 Fontana Mesa Linda Warehouse Industrial 2023 Hesperia Griswold Residential Project Residential 2023 County of Los Angeles Cottonwood Collection Residential 2023 Moreno Valley %0 VO Arrow Route Industrial Project Industrial 2023 San Bernardino Count Proposal for CEQA Peer Review April 2024 Pape 6 Project Name Project Year Location Services E Provided U 0 U Mission Trail Lake Elsinore Residential 2023 Lake Elsinore Ln Kings CSG 3 Solar Project Energy 2023 Kings County VO VO Kirby Street Warehouse Industrial 2023 Hemet Y/ Ethanac and Barnett Warehouse Industrial 2023 Menifee d Water Street and Harvill Ave Industrial 2023 Riverside Count North American Way Industrial Project Industrial 2022 Orange Y/ I/ Slater Avenue Mixed -Use Project Mixed Use 2022 Fountain Valley V Arrow Rochester Warehouse Industrial 2022 Rancho Cucamonga Transit Villages Specific Plan EIR Government 2022 Redlands Tustin Housing Element and MND Government 2022 Tustin State Street Village SCEA Mixed Use 2022 Rancho Cucamonga Covina Recreation Village CEQA and NEPA Recreation 2022 Covina y Well 28 Installation Public 2021 City of Orange ./ Works City Center Redlands Mixed Use 2022 Redlands V %0/ Holly Triangle Townhomes Residential 2022 Huntington Beach Garry Avenue Business Park Industrial 2022 Santa Ana V 4/ Village at 707 N Barranca Mixed Use 2022 Covina N 40 Visalia CSG Solar Energy 2022 Tulare County d �/ Norco Housing Element Residential 2021 Norco VO Covina Bowl Residential 2021 Covina PreZero Redevelopment Industrial 2020 Jurupa Valley V0 Carden School Residential Residential 2020 Whittier V 40/ North Coast Highway Solar .,Energy 2020 Humboldt Count The Bowery Commercial 2020 Santa Ana V %/ Kia Dealership Commercial 2020 Moreno Valley %/ %/ Pioneer Building Development Industrial 2020 Santa Fe Springs Proposal for CEQA Peer Review April 2024 The following project summaries exhibit EPD's wide range of experience with varying project types, locations, and CEQA documents from the most recent few years: Arrow Rochester Warehouse — City of Rancho Cucamonga (Completed 2022) EPD prepared a Class 32 CEQA Exemption and supporting technical studies for a 49,745 square - foot industrial/warehouse building on a vacant 2.43-acre parcel at the corner of Rochester Avenue and Arrow Route, within the Neo-Industrial (NI) District. EPD worked closely with the City and applicant to ensure the warehouse use would be compatible with the adjacent recreational uses. Waterford Mixed -Use Project - City of Rancho Cucamonga (Completed 2023) EPD peer reviewed a 15183 Streamlining Checklist for a mixed -use development on behalf of the applicant. The Project included 367 multi -family dwelling units and approximately 12,600 square feet (SF) of amenity space, as well as approximately 4,200 SF of ground floor commercial retail space. EPD also prepared a Traffic and Air Quality and Greenhouse Gas Emissions Studies for the Project. Related Bristol Specific Plan EIR — City of Santa Ana (in Progress) EPD peer reviewed the technical studies and prepared the EIR for the Related Bristol Specific Plan, which would allow for development of 3,750 residential units, 350,000 SF of commercial space, 250 hotel rooms, and 200 senior care units on a 41-acre site. The CEQA approach involves preparation of a Supplemental Program EIR to the Final Recirculated Draft Environmental Impact Report for the Santa Ana General Plan Update, certified in 2022. The Specific Plan and EIR are scheduled for hearings in March 2024. Advanced Technology & Education Park — South Orange County Community College District (Ongoing) The EPD team has been working with the South Orange County Community College District to prepare environmental documentation and permitting for various projects within ATEP, a new 60-acre community college campus located on the decommissioned Marine Corps Air Station Tustin and oriented towards technology and occupational training. EPD is responsible for coordination of technical studies and project management of the short- and long-range plans for site facility development. To date, EPD has prepared short- and long-range plans for site facility development, water quality management plans, stormwater pollution prevention plans, and CEQA documentation including an MND, EIR addenda, and others. EPD has also provided demolition, utility, grading, and drainage plans, and construction oversight. Transit Villages Specific Plan EIR — City of Redlands (Completed 2022) EPD prepared an EIR in support of the Transit Villages Specific Plan (TVSP). The 947-acre Project area is divided into three planning areas referred to as transit villages, generally surrounding three Proposal for CEQA Peer Review April 2024 new San Bernardino County Transportation Authority Arrow Passenger Rail line stations in the city. The NSP sets regulations for the community's long-term vision for compact, efficient, and environmentally sustainable development. As a form -based code, the NSP emphasizes building form, mixed uses, strong pedestrian and transit -oriented development, and public realm improvements and amenities. Technical studies EPD prepared include an air quality and GHG report; cultural and paleontological resources report; energy analysis; noise impact analysis; VMT screening; and water supply assessment. Wood and Lurin Residential EIR — City of Riverside (Completed 2023) EPD prepared an EIR for the City of Riverside for a residential development consisting of 96 single family residential units on an 18.92-acre lot resulting in an overall density of 5.07 dwelling units per acre. EPD prepared associated technical studies including Air Quality, GHG, Noise, Biological, Cultual Resources and also helped the City conduct AB 52 consultations. EPD also prepared VMT Analysis for the Project's significant and unavoidable VMT impacts. Chase Road Residential — City of Fontana (Completed 2023) EPD prepared a 15183 Streamlining Checklist for a residential development consisting of 48 single family residential units, four of which would be affordable units set aside for very -low income households. EPD also reviewed the associated technical studies and prepared both the Traffic Safety Memo and VMT Screening Analysis Memo. State Street Village SCEA — City of Redlands (Completed 2022) EPD prepared the Sustainable Communities Environmental Assessment (SCEA) and provided CEQA peer review for the technical studies for the State Street Village Project. The Project proposed to demolish the existing buildings and develop six 3- to 4-story mixed -use buildings consisting of 700 multifamily dwelling units, 71,778 square feet (SF) of ground -floor retail, 12,328 SF of office space, amenity areas, community building, and a 1,721 SF rooftop restaurant space with a rooftop deck. A 14,500 SF drugstore with drive through and surface parking lot was proposed for the area south of Citrus Avenue. The Project also included construction of an approximately 460-foot extension of West State Street (west of Orange Street) to connect to a new 545-foot extension of Third Street through the Project site. The SCEA tiered from the SCAG's Regional Transportation Plan/Sustainable Communities Strategy (RTP/SCS) and provided CEQA clearance for this high -priority project for City of Redlands. Covina Bowl Mixed -Use Project — City of Covina (Completed 2027) EPD prepared an EIR and supporting technical studies for the Covina Bowl Specific Plan, which establishes a land use, development, and implementation framework for the enhancement and redevelopment of a 7.5-acre site with a historic building within the western portion of the city of Covina. The project consists of the implementation of a Specific Plan to establish a master -planned, mixed -use development that includes a high -density residential community, as well as the adaptive reuse of a historic bowling alley into approximately 12,000 square feet of commercial uses. In addition, applications for a Tentative Tract Map and a site Plan Review are being filed with the City to develop a 5.75-acre portion of the subject property with 113 3-bedroom, 3.5 bath attached residential units and approximately 12,000 square feet of commercial space. Tustin Housing Element and MND — City of Tustin (Completed 2022) EPD provided Housing Element advisory services and assisted with the preparation of the City of Tustin's Housing Element 6' Cycle Update and prepared the supporting Initial Study and Negative Declaration. The Housing Element Update provided a plan to meet anticipated population growth and housing needs, including incorporation of an additional 6,782 housing units to meet Regional Housing Needs Allocation accommodating varying income distributions. EPD also assisted the City with preparation and distribution of SB 18 and AB 52 tribal consultation letters. Moiola Park Residences IS/MND — City of Fountain Valley (Completed 2027) )sal for CEQA Peer Review 2024 EPD lead the environmental documentation and entitlement management for the Moiola Park Residences Project in the city of Fountain Valley, which proposed redeveloping a former elementary school on 13 acres of land with 74 single-family residences with solar panels, new utilities, and a 1- acre public park. The Project involved a General Plan Amendment, Zoning Reclassification, and a Tentative Tract Map. The environmental documentation involved a variety of technical reports including a traffic impact analysis, air quality and GHG analysis, noise impact analysis, cultural and paleontological resources assessment, geotechnical report, hydrology and water quality management plan, biological report and jurisdictional delineation, Phase I environmental site assessment, and utility studies. City Center SCEA — City of Redlands (Completed 2022) I EPD prepared the Sustainable Communities Environmental Assessment (SCEA) and provided the technical studies for the City Center Project. The Project proposed to develop 131 multifamily dwelling units and 23,476 SF of amenity space consisting of a 9,770 SF roof deck, a 7,380 SF pool plaza, a 5,356 SF spa plaza, and a 527 SF upper lounge. The Project also proposed 10,550 SF of restaurant space on the corner of Eureka Street and Brookside Avenue. The SCEA tiered from the SCAG's Regional Transportation Plan/Sustainable Communities Strategy (RTP/SCS) and provided CEQA clearance for this high -priority project for City of Redlands. Proposal for CEQA Peer Review April 2024 References 10 Reference 1 Agency: South Orange County Community College Description of services provided: District Facilities Planning Advanced Tech & Education Park Planning and CEQA Contact: Medhanie Ephrem, Executive Director, Compliance Services: Ongoing coordination of Facilities Planning technical studies, project management of short- and Phone: 949-582-4531 long-range plans for site facility development, and various CEQA documentation. Reference 2 Agency City of Tustin Community Development Description of services provided: Department Housing Element preparation and CEQA compliance. Contact: Justina Willkom, Community Development EPD is currently drafting 3 EIRs to implement required Director RHNA rezoning outlined in the Housing Element. Phone: 714-573-3115 Reference 3 Agency City of Redlands Community Development Description of services provided: Department Preparation of the Transit Villages Specific Plan EIR Contact: Brian Foote, Planning Manager and multiple other CEQA documents. EPD is currently Phone: 909-798-7555, ext. 2 drafting an EIR to implement required RHNA rezoning outlined in the Housing Element. Proposal for CEQA Peer Review April 2024 Subconsultant Team EPD's subconsultants include DTA. EPD regularly works with these firms on numerous projects together throughout Southern California as their quality of work meets EPD's exacting standards. The following is a summary of these firms and their respective expertise for this project. FISCAL IMPACT & ECONOMIC BENEFIT ANALYSIS da DTA will provide support in preparation of the Fiscal Impact and Economic Benefit Analysis. EPD has worked closely with DTA on numerous projects throughout Southern California, including the Related Bristol Specific Plan Project in the City of Santa Ana. DTA has earned its reputation as an industry leader in planning and implementing public finance and assessment engineering programs. DTA has prepared over 700 Fiscal Impact Reports estimating the recurring revenue and cost impacts of different land use decisions on different jurisdictions. In addition, DTA has prepared over 200 Economic Impact Analyses to project the one-time and recurring economic benefits or impacts associated with a development project on the local economy. DTA will prepare the Fiscal Impact and Economic Benefit Analysis for the proposed project. Proposal for CEQA Peer Review Aaril 2024 C. Scope of Services 12 EPD Solutions' peer review of the CEQA 15183 Exemption and associated technical studies will analyze compliance with State CEQA Guidelines, applicable case law, and generally accepted professional standards. We will also review the documents to confirm they are understandable to the average audience, the mitigation measures are sufficient, clear and implementable. In addition, as part of this scope, DTA will prepare a Fiscal Impact and Economic Benefit Analysis pursuant to City requirements. Scope of Work Tasks The following tasks are required to complete the peer review environmental documentation for the project. In the sections that follow, more details are provided regarding how each task will be accomplished, which team members will be responsible for each task, and the work products that will be produced. Task 1: Peer Review of Technical Studies Task 2: Peer Review of CEQA 15183 Exemption and CEQA Project Management Task 3: Fiscal Impact Analysis Task 4: Economic Impact Analysis Task 5: Full Report of Fiscal Impact Analysis and Economic Impact Analysis (IF NEEDED) Task 1 Peer Review of Technical Studies Upon receipt of the Notice to Proceed, the EPD team will peer review each the technical reports prepared by the Applicant's consultants for CEQA adequacy, sufficiency in covering its respective topic and City Policies related to CEQA, is consistent with the project description and contains substantial evidence as required by CEQA to support impact conclusions. EPD will also confirm each of the reports is ready for incorporation into the CEQA 15183 Exemption. The peer review will include a thorough review of each study focusing on background and existing conditions as compared with existing conditions viewed onsite during a site visit, scope assumed, methodologies and General Plan EIR mitigation applied and impact conclusions. Comments on each technical study will be made accordingly. Although not identified in the RFP, the following technical studies are assumed to be provided to EPD via the City in Microsoft Word and Adobe Acrobat PDF formats. 1. Air Quality & Greenhouse Gas Emissions 2. Geotechnical Report 3. Phase I Environmental Assessment Report (ESA) 4. Hydrology 5. Preliminary Water Quality Management Plan (WQMP) 6. Noise Study 7. Traffic Impact Analysis 8. VMT Screening Memo EPD will coordinate the technical study comments with the City and if authorized, with the Applicant's consultant team. EPD will provide one set of comments for the first review and all comments are assumed to be addressed in the second review of the reports. Additional rounds of review would require an amendment to this scope of work and proposed budget. Proposal for CEQA Peer Review April 2024 Page 13 Task 2 Peer Review of CEQA 15183 Exemption and CEQA Project Management EPD will peer review the CEQA 15183 Exemption document to ensure the requirements of CEQA, the State CEQA Guidelines and City Policies related to CEQA are followed. We assume that the 15183 Exemption will be provided to EPD in electronic format (Microsoft Word and Adobe Acrobat PDF) for peer review in redline format and to view the print -ready version. Specifically, our review of the document will be to confirm the pertinent sections of the CEQA Guidelines governing preparation of a CEQA streamlining document (CEQA Guidelines Section 15183) are satisfied. This includes an analysis of whether the 15183 Exemption adequately describes that the project would have no peculiar impacts, would have no impacts that were not analyzed as significant effects in the General Plan Update EIR, would have no potentially significant off -site or cumulative impacts which were not discussed in the General Plan Update EIR and would not result in more severe adverse impacts than the previously identified significant effects discussed in the General Plan Update EIR. In addition, EPD's peer review will focus on how the General Plan Update's mitigation measures and the City's development policies are implemented and adhered to by the project. The peer review of the 15183 Exemption will also analyze the Project Description to confirm it is complete, accurate, and reflects project plans and application materials. As mentioned in Task 1, the Project Description will be reviewed for consistency with the descriptions used in the supporting technical studies and the Environmental Setting and existing conditions reflect the current site conditions. Finally, EPD will review the document for internal consistency. EPD will prepare written, clear, and concise comments in the 15183 Exemption document itself including recommendations for revisions to expedite the review and revision process for the Applicant. Overall, EPD will work with City Staff and the project Applicant's environmental team by conducting this peer review for the purpose of establishing the credibility and strengthening the integrity of the CEQA environmental documentation process by identifying any potential critical weaknesses and offering feedback for improvement. EPD will coordinate the comments with the City and if authorized, with the Applicant's consultant team. EPD will provide one set of comments for the first review and all comments are assumed to be addressed in the second review of the reports. Additional rounds of review would require an amendment to this scope of work and proposed budget. Task 3. Fiscal Impact Analysis EPD's subconsultant, DTA will mainly utilize a Per Capita/Employee Multiplier Approach (emphasizing average expenditures and revenues) to evaluate the City General Fund revenues expected to be generated by the project and costs associated with services expected to be provided by the City to the project. Under this approach, DTA will thoroughly review the City's current annual budget to determine costs related to the City's provision of services to its residents and all current City revenue sources. Certain project revenues, such as property taxes, sales taxes, rents, and other revenues derived from the site, as well as certain project costs, like park/landscape and public improvement maintenance costs, will be determined using a Case Study Approach. Under the Case Study Approach, DTA will utilize specific information provided by the City or project proponent, obtained from DTA's municipal cost database, gathered through internet research, and/or attained from reputable data sources in order to accurately assess large-scale project revenues and costs. DTA will ultimately determine the specific costs and revenues associated with the various components of the project at build -out. In doing so, DTA will determine whether the project is likely to generate a net fiscal surplus or net fiscal deficit for the City General Fund. DTA will undertake the following tasks to analyze the Project site: Proposal for CEQA Peer Review April 2024 Page 14 Task 3.1- Background Project and Fiscal Research This task involves identifying selected fiscal parameters relevant to the Project, updating project land use and public infrastructure data, and obtaining material required for the fiscal analysis from the City, such as the current City budget. Specifically, DT A would conduct the following activities: • Identify existing land use designations and proposed land uses by land use type;' • Specify projected market prices and/or project the valuation for each product type (DTA will formulate reasonable market price assumptions if the data is unavailable);' • Detail any unique new public improvements associated with the existing land use designations, including major backbone roads, storm drains, streetlights, park acreage, landscaped areas, natural open space, recreational activity areas, water quality basins, etc., that are to be maintained by the City;' • Determine demographic characteristics by land use type, including persons per household or employees per thousand square feet; and • Specify Assessor Parcel Numbers ("APNs") and determine the total average property tax rate for each Tax Rate Area ("TRA") currently included within the Project, obtain breakdowns of average general levy tax allocation factors from the Orange County ("County") Auditor -Controller for each TRA, and determine the various public agencies currently providing services to the Project. Task 3.2- City General Fund Cost Analysis DTA will primarily employ the Per Capita/Employee Multiplier Approach for calculating recurring City General Fund costs associated with the project. This task includes the analysis of the City's current operating budget and relevant City studies or reports (if applicable) to assess the expected project -related City General Fund costs at build -out. If applicable, DTA will employ the Case Study Approach to estimate annual recurring City General Fund costs to provide maintenance for new City public improvements constructed in connection with the project. If the Case Study Approach is required for recurring police and/or fire protection service costs associated with the project, such task(s) will be considered Additional Work requiring a contract amendment. Task 3.3-City General Fund Revenue Analysis Under this task, DTA will generally employ the Case Study Method to estimate annual recurring City General Fund revenues provided by the project, such as sales taxes, property taxes, utility users taxes, and investment income. OTA will calculate property taxes based on the TRAs in which the project is located. Where applicable, DTA will employ the Per Capita/Employee Multiplier Method for calculating other recurring City General Fund revenues, such as fines and forfeitures, State subventions, and other miscellaneous revenue sources. This task will involve an analysis of the City's current operating budget for applicable revenue categories. Task 3.3 - Net FIA Based on the information obtained under Task 3.1 and analysis of expected project costs and revenues under Tasks 3.2 and 3.3, respectively, DTA shall determine the fiscal balance of the project (i.e., an analysis of whether the project is expected to generate an annual surplus or deficit for the City General Fund at build -out), with a printout of the fiscal model provided as the deliverable. Task 3.5 - Prepare Handout For FIA's Conclusions DTA shall prepare a summary of the FIA's conclusions in the form of a handout suitable for suitable for submittal to and review by the City. Should a full report be requested by the City, if needed Task b shall apply. 1 To be provided by City or Applicant Proposal for CEQA Peer Review Aoril 2024 Task 4. Economic Impact Analysis fE The EIA identifies the general economic impacts of the project and quantifies those impacts where possible. General economic output impacts include additions to regional output (gross receipts or sales), earnings (the sum of wages and salaries, proprietors' income, and other labor income), and employment (the number of direct, indirect, and induced jobs created). Task 4.1 - Recurring Job Creation The non-residential land use components of the project will create new permanent recurring on -site jobs in the City. These jobs are considered the direct employment impact of the project. In addition to direct recurring employment, the project will generate recurring off -site jobs within the City, which are the indirect and induced employment impacts of the project. Subtasks under this category include the following: • DTA will estimate the number of new jobs created on -site by each component of the project in the City and the County; and • based on the number of new on -site jobs created, DTA shall calculate new indirect and induced City and County employment based on the IMPLAN input/output modeling system as it applies to the City and County. Task 4.2 - Recurring Sales Impacts Retail sales in the City will increase indirectly with the development of the project as a result of resident and employee purchases made within the City. DTA will analyze the indirect retail sales generated from off -site retail expenditures by residents and employees and the multiplier effect of that spending on the local and regional economy. The multiplier effect will be estimated using data available from IMPLAN. Task 4.3 - Recurring Economic Impacts Based on the recurring employment impacts determined under Task 4.1, DTA shall determine the sum of the wages and salaries associated with these recurring direct, indirect, and induced jobs and the total economic output associated with the project within the City. Task 4.4 - One -Time Output, Wage, and Employment Impact The project will generate one-time increases in output and wages within the City from the construction and development of the project and all related site improvements. DTA will also estimate the number of off -site jobs created in the City through indirect and induced impacts. Indirect and induced impacts represent the multiplier effect of increases in wages and output on all sectors within the City's economy. Task 4.5 - Jobs/Housing Ratio This task includes calculating a Jobs/Housing Ratio as an indicator of the balance between employment and housing opportunities for the project within the City. DTA will utilize U.S. Census data to create the current ratio and determine the overall effect of new job creation on the Jobs/Housing Ratio. Task 4.6 - Prepare Handout For EIA's Conclusions DTA shall prepare a summary of the EIA's conclusions in the form of a handout suitable for submittal to and review by the City. Should a full report be requested by the City, if needed Task 6 shall apply. Task 5. Full Report of Fiscal Impact Analysis and Economic Impact Analysis (IF NEEDED) Upon the City's request, DTA shall prepare a Full Report of the fiscal and economic impacts of the project, plus numerous charts and tables, to be presented to the City with the model as an appendix. Please note that DTA shall make minor revisions to the Full Reports after submittal to the City, such as grammatical, calculation, and structural edits. However, any major revisions to the Full Report, including land use changes or revised assumptions, will result in a change order. Proposal for CEQA Peer Review ADril 2024 Task 6. Project Management and Meetings 16 Throughout the process, EPD will coordinate City staff in ensuring the project is accurately and appropriately assessed in the environmental document. EPD assumes attendance at up to five virtual meetings with City staff, and attendance of two public hearings (Planning Commission and City Council). This budget assumes up to 20 hours for project management (including communications), meetings, and hearings. This budget also assumes up to 30 hours of staff time to assist with a variety of CEQA related tasks in support of City staff as needs arise, including: • Preparation of hearing notices; • Assistance with preparation of the Staff Report; • Preparation and filing of the Notice of Exemption with the County Clerk and OPR. D. Schedule Project Schedule Notice to Proceed Week 1 EPD's Review of 15183 & Technical Studies Weeks 1-3 Cit Revie Weeks 4-6w EPD's 2nd Review of 15183 & Technical Studies Weeks 7-8 Fiscal Impact Analysis & Economic Impact Analysis Weeks 2-5* *The Fiscal Impact Analysis & Economic Impact Analysis will be completed in 3 weeks, contingent on the consultant receiving all necessary material Proposal for CEQA Peer Review April 2024 Page 17 E. FEES & EXPENSES EPD proposes the following fixed and not -to -exceed (NTE) fees for this project. NTE fees would be charged based on our hourly rates in the attached provisions of agreement. Fixed fee tasks are identified in the table. Reimbursable expenses will be billed per the attached provisions of agreement. The following is a breakdown of the proposed fee by task: Tasks Fee Type Budget 1 Peer Review of Technical Studies Fixed Fee $15,000 2 Peer Review of CEQA 15183 Exemption Fixed Fee $9,500 3 Fiscal Impact Analysis Fixed Fee $15,625 4 Economic Impact Analysis Fixed Fee $9,375 5 Full Report of Fiscal Impact Analysis and Economic Impact Analysis (IF NEEDED) Fixed Fee $12,5002 6 Project Management and Meetings NTX $8,950 LABOR SUBTOTAL $70,950 Estimated Expenses $5,000 LABOR AND EXPENSES TOTAL $75,950 Assumptions EPD's cost estimate identifies the costs associated with completing the proposal scope of services, including the cost of attendance at meetings, expenses, and reproduction costs. Our cost estimate is based on our scope of services and schedule, and the following assumptions: ■ The cost estimate is valid for up to 180 days from the date of submittal, after which it may be subject to revision. ■ Costs have been allocated to tasks to determine the total budget. A "not to exceed" dollar amount for each of the tasks are provided except where indicated as a "Fixed Fee." ■ If additional meetings or site visits are requested or additional work beyond the allowances described herein are required, such meetings and work would require an amendment of the budget. ■ Reimbursable expenses are estimated and will be billed at actual cost, plus 15 percent administrative charge. ■ Additional review cycles or additional versions of administrative drafts of any documents beyond the assumptions contained within the scope of work will constitute additional work. ■ Subconsultants may be substituted at EPD's sole discretion. 1 As discussed in the kickoff meeting, the City would like reports to be prepared for both the Fiscal Impact Analysis and Economic Impact Analysis. The initial proposal cost covered preparation of one report. In order to cover preparation of both reports, additional budget would be needed outside of EPD's original scope of work contained in the proposal submitted on April 11, 2024. ENVIPLA-02 PATILI �►co�ro„ CERTIFICATE OF LIABILITY INSURANCE `.�•-- FDAATE(MM/DD/YYYY) 10/3/2023 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER License # OE67768Digitally a I o pe IOA Insurance Services 3 5 Ho yard Read Acevedo Sfte W%r9 PHONE EAMAILo, Ext>: (925) 660-3507 FAX No):(925) 416-7869 ADDRESS: DaVId.SIflUerlteS@I IQ rkftlAcevedo Date. 20 RD NGCOVEERAGE NAIC# INSURERA:Contlnental Casualt Company 20443 _ INSURED — INSURERB: Hartford Casualty Insurance Company 29424 Environment Planning Development Solutions Inc dba EPD Solutions Inc INSURERC: 3333 Michelson Dr., Suite 500 INSURER D 7 INSURER E : Irvine, CA 92612 INSURER F : COVERAGES CERTIFICATE NUMBER- REVISION NUMBER - THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE ADDL INSD SUBR WVD POLICY NUMBER POLICY EFF MMIDD/YYYY POLICY EXP MMIDD/YYYY LIMITS A X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 2,000,000 CLAIMS -MADE X OCCUR X X 86025654530 6/23/2023 6/23/2024 DAMAGE TO RENTED PREMISES Ea occurrence 1 000��� $ MED EXP (Any oneperson) $ 10,000 PERSONAL & ADV INJURY $ 2,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 4,000,000 POLICY X JECT El LOC PRODUCTS - COMP/OPAGG $ 4,000,000 $ OTHER: A AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT Ea accident 1,000,000 $ BODILY INJURY Perperson) $ ANY AUTO X X B6025654530 6/23/2023 6/23/2024 OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY Per accident $ X PROPERTY DAMAGE ccident Per accident) $ HIRED X NON -OWNED AUTOS ONLY AUTOS ONLY A X UMBRELLA LIAB OCCUR EACH OCCURRENCE $ 4,000,000 EXCESS LIAB X CLAIMS -MADE X X B6025663132 6/23/2023 6/23/2024 AGGREGATE $ 4,000,000 DED X RETENTION $ 10,000 $ B WORKERS COMPENSATION AND EMPLOYERS' LIABILITY ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? (Mandatory in NH) N / A X 57WEGAC20BW 9/30/2023 9/30/2024 X PER OTH- STATUTE ER E.L. EACH ACCIDENT 1,000,000 $ E.L. DISEASE- EA EMPLOYEE $ 1,000,000 If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT 1,000,000 $ A Professional Liab. X EEH591923312 9/30/2023 9/30/2024 Per Claim 2,000,000 A Professional Liab. X EEH591923312 9/30/2023 9/30/2024 Aggregate 4,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) City of Santa Ana is included as additional insured on Commercial General Liability and Hired and Non -Owned Auto Liability, as required by written contract. Waiver of Subrogation and Primary and Non -Contributory Provision included on Commercial General Liability Policy, as required by written contract. Waiver of Subrogation Provision included on Workers Compensation policy, as required by written contract..Commercial Excess Liability policy follows form with the Commercial General Liability, Hired and Non -Owned Auto Liability and Employers Liability Policies. and Employers Liability Policies. Should any of the above described policies be cancelled before the expiration date thereof, notice will be delivered in accordance with the policy provisions. Professional Liability is a claims made policy and includes Waiver of Subrogation Provision as required by written contract. 30-Day Notice of Cancellation is included per policy provisions. City of Santa Ana Risk Management Divison 20 Civic Center Plaza, 4th Floor SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREO ACCORDANCE WITH THE POLICY PRC RiskMougmumtDMslcrn f e ° REVIEWEDppq& APPROVED BY: AUTHORIZED REPRESENTATIVE r"I •. r'fA%. (1 " Risk Management Specialist ACORD 25 (2016/03) © 1988-2015 ACORD The ACORD name and logo are registered marks of ACORD CNA S (Ed.60106) Policy # B6025654530 IMPORTANT: THIS ENDORSEMENT CONTAINS DUTIES THAT APPLY TO THE ADDITIONAL INSURED IN THE EVENT OF OCCURRENCE, OFFENSE, CLAIM OR SUIT. SEE PARAGRAPH C., OF THIS ENDORSEMENT FOR THESE DUTIES. THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. BLANKET ADDITIONAL INSURED ENDORSEMENT WITH PRODUCTS -COMPLETED OPERATIONS COVERAGE BLANKET WAIVER OF SUBROGATION Architects, Engineers and Surveyors This endorsement modifies insurance provided under the following: BLISINESSOWNERS LIABILITY COVERAGE FORM BLISINESSOWNERS COMMON POLICY CONDITIONS A. WHO IS AN INSURED (Section C.) of the 4. The insurance provided to the additional insured Businessowners Liability Coverage Form is amended does not apply to "bodily injury," "property to include as an insured any person or organization damage," "personal and advertising injury" arising whom you are required to add as an additional insured out of an architect's, engineer's, or surveyor's on this policy under a written contract or written rendering of or failure to render any professional agreement; but the written contract or written services including: agreement must be: a. The preparing, approving, or failing to prepare 1. Currently in effect or becoming effective during the or approve maps, shop drawings, opinions, term of this policy; and reports, surveys, field orders, change orders 2. Executed prior to the "bodily injury," "property "personal or drawings and specifications by any neer or surveyor p ng damage," or and advertising injury." services on a'p project of which you serve as B. The insurance provided to the additional insured is construction manager; or limited as follows: b. Inspection, supervision, quality control, 1. That person or organization is an additional engineering or architectural services done by insured solely for liability due to your negligence you on a project of which you serve as specifically resulting from "your work" for the construction manager. additional insured which is the subject of the 5. This insurance does not apply to "bodily injury," written contract or written agreement. No "property damage," or "personal and advertising coverage applies to liability resulting from the sole injury" arising out of: negligence of the additional insured. The Limits of Insurance applicable to the additional insured are those specified in the written contract or written agreement or in the Declarations of this policy, whichever is less. These Limits of Insurance are inclusive of, and not in addition to, the Limits of Insurance shown in the Declarations. 3. The coverage provided to the additional insured within this endorsement and section titled LIABILITY AND MEDICAL EXPENSE DEFINITIONS — "Insured Contract" (Section F.9.) within the Businessowners Liability Coverage Form, does not apply to "bodily injury" or "property damage" arising out of the "products -completed operations hazard" unless required by the written contract or written agreement. a. The construction or demolition work while you are acting as a construction or demolition contractor. This exclusion does not apply to work done for or by you at your premises. C. BUSINESSOWNERS GENERAL LIABILITY CONDITIONS — Duties In The Event of Occurrence, Offense, Claim or Suit (Section E.2.) of the Businessowners Liability Coverage Form is amended to add the following: An additional insured under this endorsement will as soon as practicable: 1. Give written notice of an occurrence or an offense to us which may rest this insurance; P_ RA ManagementDMslcrn f e ' REVIEWED & APPROVED BY. °Aezv 1" Risk Management Specialist i •�•i i 2. Tender the defense and indemnity of any claim or "suit" to us for a loss we cover under this Coverage Part; 3. Tender the defense and indemnity of any claim or "suit" to any other insurer which also has insurance for aloss wecover under this Coverage Part; and 4. Agree to make available any other insurance which the additional insured has for a loss we cover under this Coverage Part. Nehave noduty to defend or indemnify an additional insured under this endorsement until we receive written notice of claim or "suit" from the additional insured. D. OTHER INSURANCE H. 2. & 3] of the Businessnwnem Common Policy Conditions are deleted and replaced with the following: 2. This insurance inexcess over any other insurance naming the additional insured as an insured whether primory, excess, contingent or on any other basis unless a written contract or written agreement specifically requires that this insurance beeither primary orprimary and noncontributing to the additional insurod's own coverage. This insurance in excess over any other insurance to which the additional insured has been added as anadditional insured byendorsement. 3. When this insurance in exoeaa, we will have no duty under Coverages A or B to defend the additional insured against any "suit" if any other insurer has aduty todefend the additional insured 05 1 � � � against that "suit" If no other insurer defenda, we will undertake to do oo, but wewill be entitled to the additional inauned'a rights against all those other insurers. When this insurance is excess over other inaunonne, we will pay only our ohonu of the amount of the |onn, if any, that exceeds the sum of: (a) The total amount that all such other insurance would pay for the loss in the absence of this insurance; and Gd The total of all deductible and self -insured amounts under all that other insurance. We will share the remaining loss, if any, with any other insurance that in not described in this Excess Insurance provision and was not bought specifically to apply in excess of the Limits of Insurance shown in the Declarations of this Coverage Part. E. TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO 0S (Section K.2.) of the BusinessnwnemCommon Policy Conditions indeleted and replaced with the following: 2. We waive any right of recovery we may have against any person or organization against whom you have agreed to waive such right of recovery in a written contract or agreement because of payments we make for injury or damage arising out of your ongoing operations or "your work" done under a contract with that person nrorganization d included within the "prod ucts-oomp|etedoperations harard." RE\AEWED & APPROVED BY. Ri5k Management Specialist THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. HIRED AUTO AND NON -OWNED AUTO LIABILITY This endorsement modifies insurance provided under the following: BUSINESSOWNERS LIABILITY COVERAGE FORM BUSINESSOWNERS COMMON POLICY CONDITIONS SCHEDULE Insurance is provided only with respect to those coverages for which a specific limit is shown: COVERAGE LIMIT Hired Auto Liability: $ 1, 000, 000 Non -owned Auto Liability: $ 1, 000, 000 (If no entry appears above, information required to complete this endorsement will be shown in the Declarations as applicable to this endorsement.) PROVISIONS A. COVERAGE With respect only to the Coverage(s) for which a limit is shown in the SCHEDULE above, the insurance provided under Coverage A.1. Business Liability for "bodily injury" and "property damage" also applies to "bodily injury" or "property damage" arising out of the maintenance or use of a: • "Hired auto" used by you or your "employee" in the course of your business; and/or • "Non -owned auto" used in the course of your business. Maintenance or use of a "non -owned auto" includes test driving in connection with an "auto business." With respect only to the coverage provided by this endorsement, under Coverages, coverage A.1. Business Liability is amended to: 1. Delete paragraph AA.b.(1)(b) and replace it with the following: b. This insurance applies: (1) To "bodily injury" and "property damage" only if: (b) The "occurrence" occurs during the policy period; and 2. Delete paragraph A.1.b.(2),. B. LIMITS OF INSURANCE With respect only to the coverage provided by this endorsement, SECTION D. Liability And Medical Expenses Limits of Insurance is deleted in its entirety and replaced with the following: D. Limits Of Insurance 1. Regardless of the number of: a. Insureds; b. Claims made or "suits" brought; C. Persons or organizations making claims or bringing "suits"; SB146902G (6-16) Page 1 oR,N a Risk ManagementDMsian f ° REVIEWED & APPROVED BY. 60A;W2444 2 1" Risk Management Specialist Insured Name: © CNA All Rights Reserved. d. "Autos," the applicable Hired Auto Liability limit or Non -Owned Auto Liability limit shown in the Declarations is the most we will pay for damages under SECTION A. Coverages because of all "bodily injury" and "property damage" resulting from any one "occurrence" arising out of the maintenance or use of a "hired auto" or "non -owned auto". C. EXCLUSIONS With respect only to the insurance provided by this endorsement: 1. Under Exclusions, the paragraph entitled Applicable to Business Liability Coverage is amended to delete all exclusions except exclusions a., b., d., e., f. and i. and to add the following exclusions: This insurance does not apply to: • Fellow Employee "Bodily injury" to: (1) Any fellow "employee" of the insured arising out of and in the course of employment by the insured or while performing duties related to the conduct of the insured's business; or (2) The spouse, child, parent, brother or sister of that fellow "employee" while as a consequence of Paragraph (1) above. • Care, Custody or Control "Property Damage" to: (1) Property owned or being transported by, or rented or loaned to the insured; or (2) Property in the care, custody or control of the insured. D. WHO IS AN INSURED With respect only to the insurance provided by this endorsement, Who Is An Insured is replaced by the following: Each of the following is an insured under this insurance to the extent set forth below: 1. You; 2. Subject to paragraph 3.c. below, your "employee" while operating an "auto" hired or rented under a contract or agreement, with your permission, in that "employee's" name, while performing duties related to the conduct of your business. 3. Anyone else including any partner or "executive officer" of yours while using with your permission a "hired auto" or a "non -owned auto" except: a. The owner or lessee (of whom you are a sublessee) of a "hired auto" or the owner or lessee of a "non -owned auto" or any agent or "employee" of any such owner or lessee; b. Your "employee" if the covered "auto" is owned by that "emp household; SB146902G (6-16) Page 2 nr o mnmhnr of hie nr hnr oR,N a Risk ManagementDMsian f ° REVIEWED & APPROVED BY. ° B60 i°TG9 1" Risk Management Specialist Insured Name: © CNA All Rights Reserved. CNA C. Your "employee" if the covered "auto" is leased, hired or rented by him or her or a member of his or her household under a lease or rental agreement for a period of 180 days or more; d. Any partner or "executive officer" with respect to any "auto" owned by such partner or officer or a member of his or her household; e. Any partner or "executive officer" with respect to any "auto" leased or rented to such partner or officer or a member of his or her household under a lease or rental agreement for a period of 180 days or more; f. Any person while employed in or otherwise engaged in duties in connection with an "auto business," other than an "auto business" you operate; g. Anyone other than your "employees," partners, a lessee or borrower or any of their "employees," while moving property to or from a "hired auto" or a "non -owned auto"; or 4. Any other person or organization, but only with respect to their liability because of acts or omissions of an insured under 1., 2. or 3. above. E. AMENDED DEFINITION The Definition of "insured contract" in Section F — Definitions is amended by the addition of the following exceptions to paragraph f.: Paragraph f. does not include that part of any contract or agreement: • That pertains to the loan, lease or rental of an "auto" to you or any of your "employees," if the "auto" is loaned, leased or rented with a driver; or • That holds a person or organization engaged in the business of transporting property by "auto" for hire harmless for your use of a covered "auto" over a route or territory that person or organization is authorized to serve by public authority. F. ADDITIONAL DEFINITIONS Section F. Definitions is amended by the addition of the following definitions: a. "Auto Business" means the business or occupation of selling, repairing, servicing, storing or parking "autos." b. "Hired auto" means any "auto" you or your "employee" lease, hire, rent or borrow in the course of your business. This does not include: Any "auto" you lease, hire or rent under a lease or rental agreement for a period of 180 days or more, or ii. Any "auto" you lease, hire, rent or borrow from any of your "employees," partners, stockholders, or members of their households. C. "Non -owned auto" means any "autos" you do not own, lease, hire, rent or borrow that are being used in the course and scope of your business at the time of the 'occurrence." This includes "autos" owned by your "employees" or partners or members of their households but only while being used in the course and scope of your business at the time of the 'occurrence." If you are a sole proprietor, "non -owned auto" means any "autos" you do nn+ n,e,n Innen hire rnn+ nr borrow that are being used in the course and scope of your business or per: RA ManagementDiviaian "occurrence." REVIEWED&APPROVED BY. SB146902G (6-16) Page 3 x S1 B60A A Risk Management Specialist Insured Name: © CNA All Rights Reserved. G. With respect only to the operation of a "hired auto" or "non -owned auto," Paragraph H, of the Businessowners Common Policy Conditions is deleted and replaced with the following: H. Other Insurance Except for any liability assumed under an "insured contract" the insurance provided by this Coverage Form is excess over any other collectible insurance. However, if your business is the selling, servicing, repairing, parking or storage of "autos," the insurance provided by this endorsement is primary when covered "bodily injury" or "property damage" arises out of the operation of a customer's "auto" by you or your "employee." 2. When this Coverage Form and any other Coverage Form or policy covers on the same basis, either excess or primary, we will pay only our share. Our share is the proportion that the Limit of Insurance of our Coverage Form bears to the total of the limits of all the Coverage Forms and policies covering on the same basis. All other terms and conditions of the Policy remain unchanged. This endorsement, which forms a part of and is for attachment to the Policy issued by the designated Insurers, takes effect on the effective date of said Policy at the hour stated in said Policy, unless another effective date is shown below, and expires concurrently with said Policy. SB146902G (6-16) Page 4 oR,N a Risk ManagementDMsian f ° REVIEWED & APPROVED BY. B 6 0AW& 1" Risk Management Specialist Insured Name: © CNA All Rights Reserved. THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT - CALIFORNIA Policy Number: 57 WEG AC20BW Endorsement Number: Effective hour is the same as stated on the Information Page of the policy. Named Insured and Address: Environment Planning Development Solutions Inc dba EPD Solutions Inc We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) You must maintain payroll records accurately segregating the remuneration of your employees while engaged in the work described in the Schedule. The additional premium for this endorsement shall be 2 % of the California workers' compensation premium otherwise due on such remuneration. SCHEDULE Person or Organization Job Description Any person or organization from whom you are required by written contract or agreement to obtain this waiver of rights from us oR,N a Risk ManagementDMsian °� f ' REVIEWED & APPROVED BY. Aezv 1" Risk Management Specialist Form WC 04 03 06 (1) Printed in U.S.A. CHAMGRO-01 RENAS �►co�ro„ CERTIFICATE OF LIABILITY INSURANCE DATE(MM/DD/YYYY) 5/10/2024 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER License # OM10410 Armstrong/Robitaille/Riegle Business and Insurance Solutions Dig 1500 Quail St, Suite #100 Newport BeachlkCA 92660 Ace Angie Acevedo Dat CONT CT A c, N , Ex ). - 0 FAX No>:(949) 861-9429 E-MAI arrinfo@aleragroup.com INSURERS AFFORDING COVERAGE NAIC # .:S �4a &J, 4c t312ny 17370 INSURED t -07'= ERB: KeyRisk Insurance Company 10885 RERC: Insurance Co of the West 27847 Chambers Group Inc. INSURER D : 3151 Airway Ave, Suite F208 Costa Mesa, CA 92626 INSURER E INSURER F : COVERAGES CERTIFICATE NUMBER- REVISION NUMBER - THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE ADDL INSD SUBR WVD POLICY NUMBER POLICY EFF MMIDD/YYYY POLICY EXP MMIDD/YYYY LIMITS A X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 1,000,000 CLAIMS -MADE X OCCUR X X ECP2026303-16 5/12/2024 5/12/2025 DAMAGE TO RENTED PREMISES Ea occurrence 100 000 $ MED EXP (Any oneperson) $ 10,000 PERSONAL & ADV INJURY $ 1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 2,000,000 POLICY X JECT El LOC PRODUCTS - COMP/OPAGG $ 1,000,000 $ OTHER: B AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT Ea accident 1,000,000 $ X BODILY INJURY Perperson) $ ANY AUTO BAP2037737-12 5/12/2024 5/12/2025 OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY Per accident $ X PROPERTY DAMAGE Per accident $ HIRED X NON -OWNED AUTOS ONLY AUTOS ONLY A UMBRELLA LIAB X OCCUR EACH OCCURRENCE $ 10,000,000 X EXCESS LIAB CLAIMS -MADE FFX2026322-16 5/12/2024 5/12/2025 AGGREGATE $ 10,000,000 DED RETENTION $ $ C WORKERS COMPENSATION AND EMPLOYERS' LIABILITY Y/N ANY PROPRIETOR/PARTNER/EXECUTIVE WSD505523304 5/12/2024 5/12/2025 X PER OTH- STATUTE ER E.L. EACH ACCIDENT 1,000,000 $ OFFICER/MEMBER EXCLUDED? ❑ (Mandatory in NH) N/A E.L. DISEASE- EA EMPLOYEE $ 1,000,000 If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT 1,000,000 $ A Pollution Liability ECP2026303-16 5/12/2024 5/12/2025 Limit 1,000,000 A Professional Liab. ECP2026303-16 5/12/2024 5/12/2025 Limit 1,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) City of Santa Ana, officers, agents, employees, and volunteers are included as additional insured per the attached form. Waiver of Subrogation applies to the General Liability policy per the attached form. Primary/Non-Contributory wording applies to the General Liability policy per the attached form. 30 Day Notice of Cancellation with the exception of 10 days for non-payment of premium. SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREO City of Santa Ana ACCORDANCE WITH THE POLICY PRC RiskMougmumtDMslcrn Risk Management Division E 20 Civic Center Plaza f REVIEWED & APPROVED BY. Santa Ana, CA 92702 AUTHORIZED REPRESENTATIVEx, ✓'�^" ""1' Risk Management Specialist ACORD 25 (2016/03) © 1988-2015 ACORD The ACORD name and logo are registered marks of ACORD THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. WAIVER OF SUBROGATION (TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO US) AUTOMATIC STATUS - COVERAGE A, B & D Policy Number Policy Effective Date Policy Expiration Date Endorsement Effective Date ECP2026303-16 5/12/2024 5/12/2025 5/12/2024 This endorsement modifies insurance provided under the following: ENVIRONMENTAL COMBINED POLICY The following is added to Paragraph 17. Subrogation of SECTION VII — CONDITIONS: We waive any right of recovery against any person(s) or organization(s) because of payments we make under COVERAGE A — BODILY INJURY AND PROPERTY DAMAGE LIABILITY, COVERAGE B — PERSONAL AND ADVERTISING INJURY LIABILITY, and COVERAGE D—CONTRACTORS POLLUTION LIABILITY under this policy. Such waiver by us applies only if: 1. The insured has agreed in writing in a contract or agreement with such person(s) or organization(s) to waive its right of recovery; and 2. The insured has waived its right of recovery against such person(s) or organization(s) prior to loss. This waiver does not apply in any jurisdiction where such waiver is held to be illegal or against public policy or in any situation where the person(s) or organization(s) against whom subrogation is to be waived is found to be solely negligent. This endorsement does not apply to any person(s) or organization(s) designated in a SCHEDULE of person(s) or organization(s) against whom rights of recovery have been waived. ALL OTHER TERMS AND CONDITIONS OF THE POLICY SHALL APPLY AND REMAIN UNCHANGED. oR.N a Risk ManagementDMsian REVIEWED & APPROVED BY. Afg Aezv 1" Risk Management Specialist y NJ ECP 1260 01 21 Includes copyrighted material of Insurance Services Office, Inc., used with its permission. Page 1 of 1 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED -- OWNERS, LESSEES OR CONTRACTORS AUTOMATIC STATUS — COMPLETED OPERATIONS — COVERAGE A, DA & D.4 Policy Number Policy Effective Date Policy Expiration Date Endorsement Effective Date ECP2026303-16 05/12/2024 5/12/2025 5/12/2024 This endorsement modifies insurance provided under the following: ENVIRONMENTAL COMBINED POLICY I. SECTION III — WHO IS AN INSURED is amended to include as an additional insured: 1. Any person or organization for whom you have performed operations when you and such person or organization have agreed in writing in a contract or agreement, in effect during this policy period, that such person or organization be added as an additional insured on this policy; and 2. Any other person or organization you are explicitly required to add as an additional insured under the contract or agreement described in Paragraph 1. above. Such contract or agreement must be executed and in effect prior to the performance of your work included in the products -completed operations hazard which is the subject of such contract or agreement. Such person(s) or organization(s) is an additional insured only with respect to liability for bodily injury or property damage under SECTION I — COVERAGE A — BODILY INJURY AND PROPERTY DAMAGE LIABILITY, Coverage D.1 — Contractors Pollution Legal Liability and Coverage DA — Microbial Substance Contractors Pollution Liability, directly caused by your work performed for the additional insured described in Paragraph 1. or 2. above, and included in the products -completed operations hazard. However, the insurance afforded to such additional insured described above: a. Only applies to the extent permitted by law; and b. Will not be broader than that which you are required by the contract or agreement to provide for such additional insured; and c. Will not extend beyond that which is provided to you in this policy. II. With respect to the insurance afforded to these additional insureds, the following additional exclusions apply: This insurance does not apply to: a. Bodily injury or property damage arising out of the rendering of, or the failure to render, any professional architectural, engineering or surveying services, including: (1) The preparing, approving, or failing to prepare or approve, maps, shop drawings, opinions, reports, surveys, field orders, change orders or drawings and specifications; or (2) Supervisory, inspection, architectural or engineering activities. This exclusion applies even if the claims against any insured allege negligence or other wrongdoing in the supervision, hiring, employment, training or monitoring of others by that insured, if the occurrence which caused the bodily injury or property damage involved the rendering of, or the failure to render any professional architectural, engineering or surveying services. III. With respect to the insurance afforded to these additional insureds, the following is added to SECTION V — LIMITS OF INSURANCE: The most we will pay on behalf of the additional insured is the amount of insurance: 1. Required by the contract or agreement described in Paragraph 1A.; or 2. Available under the applicable limits of insurance; RA ManagementDivisian whichever is less. f E REVIEWED&APPROVED BY. This endorsement shall not increase the applicable limits of insurance. Ae ' Risk Management Specialist IV. With respect to the insurance afforded to these additional insureds, the following ECP 1248 01 21 Includes copyrighted material of Insurance Services Office, Inc., used with its permission. Page 1 of 2 REPORTING, DEFENSE, SETTLEMENT & COOPERATION: 1. Duties -- Additional Insured An additional insured must see to it that: a. We are notified in writing as soon as practicable of an occurrence which may result in a claim or suit; b. We receive written notice of a claim or suit as soon as practicable; and c. A request for defense and indemnity of the claim or suit will promptly be brought against any policy issued by another insurer under which the additional insured may be an insured in any capacity. This provision does not apply to insurance on which the additional insured is a Named Insured, if the contract or agreement requires that this coverage be primary and noncontributory. V. SECTION VII —CONDITION 10. —Other Insurance is amended by the addition of the following which 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 a person(s) or organization(s) included as an additional insured under this endorsement provided that: 1. The additional insured person(s) or organization(s) is a Named Insured under such other insurance; and 2. You have agreed in writing in a contract or agreement, in effect during this policy period, that this insurance would be primary and would not seek contribution from any other insurance available to the additional insured person(s) or organization(s). Such contract or agreement must be executed and in effect prior to the performance of your work included in the products -completed operations hazard which is the subject of such contract or agreement. However, this provision does not apply if the other insurance available to the person(s) or organization(s) included as an additional insured is Owners and Contractors Protective Liability, Railroad Protective Liability, or similar project - specific, primary insurance. VI. This endorsement does not apply to an additional insured which has been added to this policy by an endorsement showing the additional insured in a SCHEDULE of additional insureds, and which endorsement applies to that designated additional insured. ALL OTHER TERMS AND CONDITIONS OF THE POLICY SHALL APPLY AND REMAIN UNCHANGED. oR.N a Risk ManagementDMsian f ° REVIEWED & APPROVED BY. 1" Risk Management Specialist V NJ ECP 1248 01 21 Includes copyrighted material of Insurance Services Office, Inc., used with its permission. Page 2 of 2 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED -- OWNERS, LESSEES OR CONTRACTORS AUTOMATIC STATUS — ONGOING OPERATIONS — COVERAGE A, B, DA & D.4 Policy Number Policy Effective Date Policy Expiration Date Endorsement Effective Date ECP2026303-16 05/12/2024 5/12/2025 5/12/2024 This endorsement modifies insurance provided under the following: ENVIRONMENTAL COMBINED POLICY I. SECTION III — WHO IS AN INSURED is amended to include as an additional insured: 1. Any person or organization for whom you are performing operations when you and such person or organization have agreed in writing in a contract or agreement, in effect during this policy period, that such person or organization be added as an additional insured on this policy; and 2. Any other person or organization you are explicitly required to add as an additional insured under the contract or agreement described in Paragraph 1. above. Such contract or agreement must be executed and in effect prior to the performance of your work which is the subject of such contract or agreement. Such person(s) or organization(s) is an additional insured only with respect to liability for bodily injury or property damage under SECTION I — COVERAGE A — BODILY INJURY AND PROPERTY DAMAGE LIABILITY, Coverage D.1 — Contractors Pollution Legal Liability and Coverage DA — Microbial Substance Contractors Pollution Liability, or personal injury or advertising injury under SECTION I - COVERAGE B — PERSONAL AND ADVERTISING INJURY LIABILITY directly caused by: a. Your acts or omissions; or b. The acts or omissions of those acting on your behalf; in the performance of your ongoing operations for the additional insured described in Paragraph 1. or 2. above. However, the insurance afforded to such additional insured described above: a. Only applies to the extent permitted by law; and b. Will not be broader than that which you are required by the contract or agreement to provide for such additional insured, and c. Will not extend beyond that which is provided to you in this policy. A person's or organization's status as an additional insured under this endorsement ends when your operations for the person or organization described in Paragraph 1. above are completed. II. With respect to the insurance afforded to these additional insureds, the following additional exclusions apply: This insurance does not apply to: a. Bodily injury, property damage or personal and advertising injury arising out of the rendering of, or the failure to render, any professional architectural, engineering or surveying services, including: (1) The preparing, approving, or failing to prepare or approve, maps, shop drawings, opinions, reports, surveys, field orders, change orders or drawings and specifications; or (2) Supervisory, inspection, architectural or engineering activities. This exclusion applies even if the claims against any insured allege negligence or other wrongdoing in the supervision, hiring, employment, training or monitoring of others by that insured, if the occurrence which caused the bodily injury or property damage, or the offense which caused the personal and advertising injury, involved the rendering of, or the failure to render any professional architectural, engineering o b. Bodily injury or property damage occurring after: RAMougementDMswn f e ° REVIEWED & APPROVED BY. (1) All work, including materials, parts or equipment furnished in connection with su �I .e than service, maintenance or repairs) to be performed by or on behalf of the additii Z4 Risk ManagementSpeaalist of the covered operations has been completed; or � 1 ECP 1246 01 21 Includes copyrighted material of Insurance Services Office, Inc., used with its permission. Page 1 of 2 (2) That portion of your work out of which the injury or damage arises has been put to its intended use by any person or organization other than another contractor or subcontractor engaged in performing operations for a principal as a part of the same project. III. With respect to the insurance afforded to these additional insureds, the following is added to SECTION V — LIMITS OF INSURANCE: The most we will pay on behalf of the additional insured is the amount of insurance: 1. Required by the contract or agreement described in Paragraph 1.1.; or 2. Available under the applicable limits of insurance; whichever is less. This endorsement shall not increase the applicable limits of insurance. IV. With respect to the insurance afforded to these additional insureds, the following is added to SECTION VI — REPORTING, DEFENSE, SETTLEMENT & COOPERATION: 1. Duties -- Additional Insured An additional insured must see to it that: a. We are notified in writing as soon as practicable of an occurrence or offense which may result in a claim or suit; b. We receive written notice of a claim or suit as soon as practicable; and c. A request for defense and indemnity of the claim or suit will promptly be brought against any policy issued by another insurer under which the additional insured may be an insured in any capacity. This provision does not apply to insurance on which the additional insured is a Named Insured, if the contract or agreement requires that this coverage be primary and noncontributory. V. SECTION VII —CONDITION 10. —Other Insurance is amended by the addition of the following which 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 a person(s) or organization(s) included as an additional insured under this endorsement provided that: 1. The additional insured person(s) or organization(s) is a Named Insured under such other insurance; and 2. You have agreed in writing in a contract or agreement, in effect during this policy period, that this insurance would be primary and would not seek contribution from any other insurance available to the additional insured person(s) or organization(s). Such contract or agreement must be executed and in effect prior to the performance of your work which is the subject of such contract or agreement. However, this provision does not apply if the other insurance available to the person(s) or organization(s) included as an additional insured is Owners and Contractors Protective Liability, Railroad Protective Liability, or similar project - specific, primary insurance. VI. This endorsement does not apply to an additional insured which has been added to this policy by an endorsement showing the additional insured in a SCHEDULE of additional insureds, and which endorsement applies to that designated additional insured. ALL OTHER TERMS AND CONDITIONS OF THE POLICY SHALL APPLY AND REMAIN UNCHANGED. oR.N a Risk ManagementDMsian f ° REVIEWED & APPROVED BY. 1" Risk Management Specialist y NJ ECP 1246 01 21 Includes copyrighted material of Insurance Services Office, Inc., used with its permission. Page 2 of 2 ENVIPLA-02 SUMMANR ACORO CERTIFICATE OF LIABILITY INSURANCE DATE 1 6/12/212/2024 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDF;, IMPORTANT: If the certificate holder is an ADDITIONAL INSURE I, the of p}(g �ITI�I o isions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditi( is of ball I ci m a ment. A statement on this certificated not confer rights to tI* certificate holder in lief o_+ such endorsement(s). PRODUCER License 67 CONTACT m IOA Insurance S ngie P E FAX :C, No): 3875 Hopyard R d Suite 200 ADMDRESS: Rita.Sumffan@ioausa.com Pleasanton, CA 94588 A ualty Com INSURED INs. "RB:Hartford Casualty Insurance Compart En Ent i pm e0d SnEol n '0 M--,4 333 Mic Is :,%Lte 50 ° • • • Iry e, CA 6 INSURER E S R 77 1 in CnVFRAnFR CFRTIFICATF JIIN sFR- . In FR THIS IS TO CERTIFY THAT THE POLICIES OF INSJIF:.,NCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE ADDL INSD SUBR WVD POLICY NUMBER POLICY EFF MM/DD/YYYY POLICY EXP MM/DD/YYYY LIMITS A X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 2,000,000 CLAIMS -MADE X OCCUR X X B6025654530 6/23/2024 6/23/2025 DAMAGE TO RENTED PREMISES Ea occurrence 1,000,000 $ MED EXP (Any oneperson) $ 10,000 PERSONAL & ADV INJURY $ 2,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 4,000,000 POLICY � JECT1:1 LOC PRODUCTS - COMP/OP AGG $ 4,000,000 $ OTHER: A AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT Ea accident 1,000,000 $ BODILY INJURY Perperson) $ ANY AUTO X X B6025654530 6/23/2024 6/23/2025 OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY Per accident $ PROPERTY DAMAGE Per accident $ X HIRED X NON -OWNED AUTOS ONLY AUTOS ONLY A X UMBRELLA LIAB OCCUR EACH OCCURRENCE $ 4,000,000 EXCESS LIAB X CLAIMS -MADE X X B6025663132 6/23/2024 6/23/2025 AGGREGATE $ 4,000,000 DED X RETENTION $ 10,000 $ B WORKERS COMPENSATION AND EMPLOYERS' LIABILITY YIN ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? (Mandatory in NH) NIA A X 57WEGAC20BW 9/30/2023 9/30/2024 PER OTH- X STATUTE ER E.L. EACH ACCIDENT 1,000,000 $ E.L. DISEASE- EA EMPLOYEE $ 1,000,000 If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT 1,000,000 $ A Professional Liab. X EEH591923312 9/30/2023 9/30/2024 Per Claim 2,000,000 A Professional Liab. X EEH591923312 9/30/2023 9/30/2024 Aggregate 4,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 1D1, Additional Remarks Schedule, may be attached if more space is required) City of Santa Ana is included as additional insured on Commercial General Liability and Hired and Non -Owned Auto Liability, as required by written contract. Waiver of Subrogation and Primary and Non -Contributory Provision included on Commercial General Liability Policy, as required by written contract. Waiver of Subrogation Provision included on Workers Compensation policy, as required by written contract..Commercial Excess Liability policy follows form with the Commercial General Liability, Hired and Non -Owned Auto Liability and Employers Liability Policies. and Employers Liability Policies. Should any of the above described policies be cancelled before the expiration date thereof, notice will be delivered in accordance with the policy provisions. Professional Liability is a claims made policy and includes Waiver of Subrogation Provision as required by written contract. 30-Day Notice of Cancellation is included per policy provisions. SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE cANrFLLFD BEFORE THE EXPIRATION DATE THEREO ACCORDANCE WITH THE POLICY PR( HouN Risk MeagernentDivisIan REVIEWED & APPROVED BY: City of Santa Ana AUTHORIZED REPRESENTATIVE °I, ���, Risk Management Divison MR 4g�e 44 20 Civic Center Plaza, 4th Floor f• �� -� Risk Management specialist Santa Ana CA 92701 ACORD 25 (2016/03) @ 1988-2015 ACORD The ACORD name and logo are registered marks of ACORD THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. NOTICE OF CANCELLATION TO DESIGNATED PERSON OR ORGANIZATION Policy Number Policy Effective Date Policy Expiration Date Endorsement Effective Date ECP2026303-16 05/12/2024 5/12/2025 5/12/2024 This endorsement modifies insurance provided under the following: ENVIRONMENTAL COMBINED POLICY The following is added to SECTION VII — CONDITIONS 2. Cancellation: SCHEDULE Number of Days Advance Notice Of Cancellation: Thirty (30) Days Information required to complete this Schedule, if not shown above, will be provided to the Company by the Name and Address of Designated Person(s) or Broker of Record immediately upon our request. Failure to Organization(s): furnish this information promptly, or providing incomplete or inaccurate information will relieve us of our obligations under this endorsement. Additional Premium: $0 In consideration of the payment of an additional premium, and notwithstanding anything contained in the policy to the contrary, it is understood and agreed that if we cancel this policy on or before the expiration date set forth in the Declarations, we will mail or deliver to the first Named Insured at the last known address, and the person(s) or organization(s) at the address designated in the SCHEDULE above, written notice of cancellation not less than the number of days shown in the SCHEDULE before the effective date of cancellation. Proof of mailing of notice shall be sufficient proof of notice. The effective date and hour of cancellation stated in the notice shall be the end of the policy period. This endorsement shall not apply if: 1. We cancel due to non-payment of premium, or 2. The policy is non -renewed for any reason. ALL OTHER TERMS AND CONDITIONS OF THE POLICY SHALL APPLY AND REMAIN UNCHANGED. oR.N a RiskManagmumtDMsian REVIEWED & APPROVED BY. Afg Aezv 1" Risk Management Specialist y NJ ECP 1234 10 21 Includes copyrighted material of Insurance Services Office, Inc., used with its permission. Page 1 of 1 E N VI PLA-02 SUMMANR ACORL7►`"" CERTIFICATE OF LIABILITY INSURANCE `•••---"' FMTE(MM/DD/YYYY) 9/30/2024 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER License # OE67768 IOA Insurance Services 3875 Hopyard Road Suite 200 Angie Acevedo Pleasanton, CA 94588 CONTACT Rita Summan NAME: PHONE 8 FAX (A/c, No, Ext): ( • ( ) ADURIESS: Riga. I US U% - AF O D C E NAIC # INSURER A: Continental Casualty Company 20443 INSURED INSURER B: Hartford Casualty Insurance Company 29424 Environment Planning Development Solutions Inc dba EPD Solutions Inc INSURER C : 3333 Michelson Dr., Suite 500 INSURER D : INSURER E : Irvine, CA 92612 INSURER F : COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE ADDL INSD SUBR WVD POLICY NUMBER POLICY EFF MM/DD/YYYY POLICY EXP MMIDDIYYYY LIMITS A X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 2,000,000 CLAIMS -MADE X71 OCCUR X X B6025654530 6/23/2024 9/30/2025 DAMAGE TO RENTED PREMISES Ea occurrence 1 000��� $ MED EXP (Any oneperson) $ 10,000 PERSONAL & ADV INJURY $ 2,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 4,000,000 POLICY � JECT1:1 LOC PRODUCTS - COMP/OPAGG $ 4,000,000 $ OTHER: A AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT Ea accident 1,000,000 $ BODILY INJURY Perperson) $ ANY AUTO X X B6025654530 6/23/2024 9/30/2025 OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY Per accident $ X PROPERTY DAMAGE Per accident $ HIRED X NON -OWNED AUTOS ONLY AUTOS ONLY A X UMBRELLA LIAB OCCUR EACH OCCURRENCE $ 4,000,000 EXCESS LIAB X CLAIMS -MADE X X B6025663132 6/23/2024 9/30/2025 AGGREGATE $ 4,000,000 DED X RETENTION $ 10,000 $ B WORKERS COMPENSATION AND EMPLOYERS' LIABILITY YIN ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? (Mandatory in NH) NIA X 57WEGAC20BW 9/30/2024 9/30/2025 PER OTH- X STATUTE ER E.L. EACH ACCIDENT 1,000,000 $ E.L. DISEASE- EA EMPLOYEE $ 1,000,000 If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT 1,000,000 $ A Professional Liab. X EEH591923312 9/30/2024 9/30/2025 Per Claim 4,000,000 A Professional Liab. X EEH591923312 9/30/2024 9/30/2025 Aggregate 4,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 1D1, Additional Remarks Schedule, may be attached if more space is required) City of Santa Ana is included as additional insured on Commercial General Liability and Hired and Non -Owned Auto Liability, as required by written contract. Waiver of Subrogation and Primary and Non -Contributory Provision included on Commercial General Liability Policy, as required by written contract. Waiver of Subrogation Provision included on Workers Compensation policy, as required by written contract..Commercial Excess Liability policy follows form with the Commercial General Liability, Hired and Non -Owned Auto Liability and Employers Liability Policies. and Employers Liability Policies. Should any of the above described policies be cancelled before the expiration date thereof, notice will be delivered in accordance with the policy provisions. Professional Liability is a claims made policy and includes Waiver of Subrogation Provision as required by written contract. 30-Day Notice of Cancellation is included per policy provisions. City of Santa Ana Risk Management Divison 20 Civic Center Plaza, 4th Floor SHOULD ANY OF THE ABOVE DESCRIBED PnuCIFB HF CAIVCFLLFD RFFnRF THE EXPIRATION DATE THEREO ACCORDANCE WITH THE POLICY PR( Risk MuwganenfDhblan tt REVIEWED & APPROVED BY: AUTHORIZED REPRESENTATIVE Risk Management Specialist ACORD 25 (2016/03) © 1988-2015 ACORD The ACORD name and logo are registered marks of ACORD SB-146968'A CNA (Ed.O1/O6) Policy # B6025654530 IMPORTANT: THIS ENDORSEMENT CONTAINS DUTIES THAT APPLY TO THE ADDITIONAL INSURED IN THE EVENT OF OCCURRENCE, OFFENSE, CLAIM OR SUIT. SEE PARAGRAPH C',OF THIS ENDORSEMENT FOR THESE DUTIES. THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. BLANKET ADDITIONAL INSURED ENDORSEMENT WITH PRODUCTS -COMPLETED OPERATIONS COVERAGE = BLANKET WAIVER OF SUBROGATION Architects, Engineers and Surveyors This endorsement modifies insurance provided under the following BUS|NESSOVVNEHSLIABILITY COVERAGE FORM BUS|NESSOVVNEHSCOMMON POLICY CONDITIONS A. VVHCJ IS AN INSURED (Section C] of the Businessownens Liability Coverage Form is amended to include as on insured any person or organization whom you are required toadd asonadditional insured on this policy under o written contract or written agreement; but the written contract or written agreement must be: 1. Currently ineffect orbecoming effective during the term ofthis policy; and 2. Executed prior to the "bodily injury," "property domoge."or"personal and advertising injury." B. The insurance provided to the additional insured is limited asfollows: 1. That person or organization is on additional insured solely for liability due to your negligence specifically resulting from "your work" for the additional insured which is the subject of the written contract or written agreement. No coverage applies to liability resulting from the sole negligence ofthe additional insured. 2. The Limits of Insurance applicable to the additional insured one those specified in the written contract or written agreement or in the Declarations of this pn|ioy, whichever is less. These Limits ofInsurance are inclusive of, and not C. inaddition to, the Limits ofInsurance shown inthe Declarations. 3. The coverage provided to the additional insured within this endorsement and section titled LIABILITY AND MEDICAL EXPENSE DEFINITIONS — "Insured Contract" (Section F.8.)within the Businessovvnens Liability Coverage Form, does not apply to"bodily injury" or"property damage" arising out of the "produds'oomp|eted operations hazard" unless required by the written contract orwritten agreement. SB'146968'A 4. The insurance provided to the additional insured does not apply to "bodily injury," "property damage," "personal and advertising irjurypahsing out of on avuhiteot's, engineer's, or surveyor's rendering of or failure to render any professional services including: a. The pnapahng, approving, or failing to prepare or approve maps, shop dnavvings, opinions, naports, surveys, field onders, change orders or drawings and specifications by any arohibaot, engineer or surveyor performing services on o project of which you serve as construction manager; or b. |nspeotion, supervision, quality oontro|, engineering or architectural services done by you on o project of which you serve as construction manager. 5. This insurance does not apply to "bodily injury." "property damage," or "personal and advertising injuryparising out of: a. The construction ordemolition work while you are acting as o construction or demolition contractor. This exclusion does not apply to work done for orbyyou otyour premises. BUS|NESSOVVNERS GENERAL LIABILITY CONDITIONS — Duties In The Event of Occurrence, Offense' Claim or Suit (Section E.2.) of the Businessownens Liability Coverage Form is amended toadd the following: An additional insured under this endorsement will as soon ompracticable: 1. Give written notice ofon occurrence or an offense to us which may reau this insurance; SB-146968'A � � � � � � � FBI 2. Tender the defense and indemnity of any claim or �suit" to us for o loss we cover under this Coverage Part; 3. Tender the defense and indemnity of any claim or "sui� to any other insurer which also has insurance for oloss wecover under this Coverage Port; and 4. Agree to make available any other insurance which the additional insured has for o loss we cover under this Coverage Part. We have no duty to defend or indemnify on additional insured under this endorsement until we receive written notice of claim or"suit"from the additional insured. OTHER INSURANCE (Section H. 2. & 3] of the Businessownens Common Policy Conditions are deleted and replaced with the following: 2. This insurance isexcess over any other insurance naming the additional insured as on insured whether primary, exmass, contingent or on any other basis unless o written contract or written agreement specifically requires that this insurance be either primary or primary and noncontributing to the additional insuned's nvvn coverage. This insurance is excess over any other insurance to which the additional insured has been added as onadditional insured byendorsement. 3. When this insurance is exoess, we will have no duty under Coverages A or B to defend the additional insured against any "suit" if any other insurer has o duty todefend the additional insured against that "suit" If no other insurer defends, we will undertake to do so, but wewill be entitled to the additional insuned's rights against all those other insurers. When this insurance is excess over other insunanma, we will pay only our share of the amount of the |nss, if any, that exceeds the sum of: (a) The total amount that all such other insurance would pay for the loss in the absence of this insurance; and (b) The total of all deductible and self -insured amounts under all that other insurance. We will ahon* the remaining loss if any, with any other insurance that is not described in this Excess Insurance provision and was not bought specifically to apply in excess of the Limits of Insurance shown in the Declarations of this Coverage Part. E. TRANSFER OFRIGHTS OFRECOVERY AGAINST OTHERS TO US (Section K.2.) of the BusinessownensCommon Policy Conditions isdeleted and replaced with the following: 2. We waive any right of recovery we may have against any person or organization against whom you have agreed to waive such right of recovery in o written contract or agreement because of payments we make for injury or damage arising out of your ongoing operations or "your work" done under o contract with that person ororganization ond included within the "prod uds'oomp|eted operations hazard." Risk MaiuganaaDMs[im Risk Management Specialist SB-146968'A THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. HIRED AUTO AND NON -OWNED AUTO LIABILITY This endorsement modifies insurance provided under the following: BUSINESSOWNERS LIABILITY COVERAGE FORM BUSINESSOWNERS COMMON POLICY CONDITIONS SCHEDULE Insurance is provided only with respect to those coverages for which a specific limit is shown: COVERAGE LIMIT Hired Auto Liability: $ 1, 000, 000 Non -owned Auto Liability: $ i, 000, 000 (If no entry appears above, information required to complete this endorsement will be shown in the Declarations as applicable to this endorsement.) PROVISIONS A. COVERAGE With respect only to the Coverage(s) for which a limit is shown in the SCHEDULE above, the insurance provided under Coverage A.1. Business Liability for "bodily injury" and "property damage" also applies to "bodily injury" or "property damage" arising out of the maintenance or use of a: • "Hired auto" used by you or your "employee" in the course of your business; and/or • "Non -owned auto" used in the course of your business. Maintenance or use of a "non -owned auto" includes test driving in connection with an "auto business." With respect only to the coverage provided by this endorsement, under Coverages, coverage A.1. Business Liability is amended to: 1. Delete paragraph AA .b.(1)(b) and replace it with the following: b. This insurance applies: (1) To "bodily injury" and "property damage" only if: (b) The "occurrence" occurs during the policy period; and 2. Delete paragraph A.1.b.(2),. B. LIMITS OF INSURANCE With respect only to the coverage provided by this endorsement, SECTION D. Liability And Medical Expenses Limits of Insurance is deleted in its entirety and replaced with the following: D. Limits Of Insurance 1. Regardless of the number of: a. Insureds; b. Claims made or "suits" brought; C. Persons or organizations making claims or bringing "suits"; SB146902G (6-16) Page 1 E �N Risk MaraganentDhblan tt REVIEWED & APPROVED BY. °I ?, B 6 0W Manayeirrent Specialist Insured Name: © CNA All Rights Reserved. d. "Autos," the applicable Hired Auto Liability limit or Non -Owned Auto Liability limit shown in the Declarations is the most we will pay for damages under SECTION A. Coverages because of all "bodily injury" and "property damage" resulting from any one "occurrence" arising out of the maintenance or use of a "hired auto" or "non -owned auto". C. EXCLUSIONS With respect only to the insurance provided by this endorsement: 1. Under Exclusions, the paragraph entitled Applicable to Business Liability Coverage is amended to delete all exclusions except exclusions a., b., d., e., f. and i. and to add the following exclusions: This insurance does not apply to: • Fellow Employee "Bodily injury" to: (1) Any fellow "employee" of the insured arising out of and in the course of employment by the insured or while performing duties related to the conduct of the insured's business; or (2) The spouse, child, parent, brother or sister of that fellow "employee" while as a consequence of Paragraph (1) above. • Care, Custody or Control "Property Damage" to: (1) Property owned or being transported by, or rented or loaned to the insured; or (2) Property in the care, custody or control of the insured. D. WHO IS AN INSURED With respect only to the insurance provided by this endorsement, Who Is An Insured is replaced by the following: Each of the following is an insured under this insurance to the extent set forth below: 1. You; 2. Subject to paragraph 3.c. below, your "employee" while operating an "auto" hired or rented under a contract or agreement, with your permission, in that "employee's" name, while performing duties related to the conduct of your business. 3. Anyone else including any partner or "executive officer" of yours while using with your permission a "hired auto" or a "non -owned auto" except: a. The owner or lessee (of whom you are a sublessee) of a "hired auto" or the owner or lessee of a "non -owned auto" or any agent or "employee" of any such owner or lessee; b. Your "employee" if the covered "auto" is owned by that "e household; SB146902G (6-16) Page 2 E �N RiskMuwgmuwaDtb1m tt REVIEWED & APPROVED BY. °I 360 Manayeirrent Specialist Insured Name: © CNA All Rights Reserved. CNA C. Your "employee" if the covered "auto" is leased, hired or rented by him or her or a member of his or her household under a lease or rental agreement for a period of 180 days or more; d. Any partner or "executive officer" with respect to any "auto" owned by such partner or officer or a member of his or her household; e. Any partner or "executive officer" with respect to any "auto" leased or rented to such partner or officer or a member of his or her household under a lease or rental agreement for a period of 180 days or more; f. Any person while employed in or otherwise engaged in duties in connection with an "auto business," other than an "auto business" you operate; g. Anyone other than your "employees," partners, a lessee or borrower or any of their "employees," while moving property to or from a "hired auto" or a "non -owned auto"; or 4. Any other person or organization, but only with respect to their liability because of acts or omissions of an insured under 1., 2. or 3. above. E. AMENDED DEFINITION The Definition of "insured contract" in Section F — Definitions is amended by the addition of the following exceptions to paragraph f.: Paragraph f. does not include that part of any contract or agreement: • That pertains to the loan, lease or rental of an "auto" to you or any of your "employees," if the "auto" is loaned, leased or rented with a driver; or • That holds a person or organization engaged in the business of transporting property by "auto" for hire harmless for your use of a covered "auto" over a route or territory that person or organization is authorized to serve by public authority. F. ADDITIONAL DEFINITIONS Section F. Definitions is amended by the addition of the following definitions: a. "Auto Business" means the business or occupation of selling, repairing, servicing, storing or parking "autos." b. "Hired auto" means any "auto" you or your "employee" lease, hire, rent or borrow in the course of your business. This does not include: Any "auto" you lease, hire or rent under a lease or rental agreement for a period of 180 days or more, or ii. Any "auto" you lease, hire, rent or borrow from any of your "employees," partners, stockholders, or members of their households. C. "Non -owned auto" means any "autos" you do not own, lease, hire, rent or borrow that are being used in the course and scope of your business at the time of the "occurrence." This includes "autos" owned by your "employees" or partners or members of their households but only while being used in the course and scope of your business at the time of the "occurrence." If you are a sole proprietor, "non -owned auto" means any "autos" you do ^^+ ^I.,,, 1ki— r + — borrow that are being used in the course and scope of your business or per: Ri,31eMumpnenttiiblan N "occurrence." tt� REVIEWED&APPROVEDBY. SB146902G (6-16) Page 3 E B 6 0 Risk Management Specialist Insured Name: © CNA All Rights Reserved. G. With respect only to the operation of a "hired auto" or "non -owned auto," Paragraph H, of the Businessowners Common Policy Conditions is deleted and replaced with the following: H. Other Insurance 1. Except for any liability assumed under an "insured contract" the insurance provided by this Coverage Form is excess over any other collectible insurance. However, if your business is the selling, servicing, repairing, parking or storage of "autos," the insurance provided by this endorsement is primary when covered "bodily injury" or "property damage" arises out of the operation of a customer's "auto" by you or your "employee." When this Coverage Form and any other Coverage Form or policy covers on the same basis, either excess or primary, we will pay only our share. Our share is the proportion that the Limit of Insurance of our Coverage Form bears to the total of the limits of all the Coverage Forms and policies covering on the same basis. All other terms and conditions of the Policy remain unchanged. This endorsement, which forms a part of and is for attachment to the Policy issued by the designated Insurers, takes effect on the effective date of said Policy at the hour stated in said Policy, unless another effective date is shown below, and expires concurrently with said Policy. SB146902G (6-16) Page 4 E �N Risk MumpnentDtblm tt REVIEWED & APPROVED BY. °I B 6 0 Manayeirrent Specialist Insured Name: © CNA All Rights Reserved. F�J THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT - CALIFORNIA Policy Number: 57 WEG AC20BW Endorsement Number: Effective hour is the same as stated on the Information Page of the policy. Named Insured and Address: Environment Planning Development Solutions Inc dba EPD Solutions Inc We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) You must maintain payroll records accurately segregating the remuneration of your employees while engaged in the work described in the Schedule. The additional premium for this endorsement shall be 2 % of the California workers' compensation premium otherwise due on such remuneration. SCHEDULE Person or Organization Job Description Any person or organization from whom you are required by written contract or agreement to obtain this waiver of rights from us �N Rick Mumpnent Division tt REVIEWED & APPROVED BY. -- Risk Management Specialist Form WC 04 03 06 (1) Printed in U.S.A. ENVIPLA-02 TAKAPUK '4coRo CERTIFICATE OF LIABILITY INSURANCE FDATE(MM/DD/YYYY) 0/21 /2025 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER License # OE67768 IOA Insurance Services 3875 Hopyard Road Suite 200 Pleasanton, CA 94588 CONTACT katalina takapu NAME: PHONE FAX (A/C, No, Ext): (925) 416-7862 (A/C, No): (925) 416-7869 ADDRESS: INSURERS AFFORDING COVERAGE NAIC # INSURER A: Continental Casualty Company 20443 INSURED INSURER B: Hartford Casualty Insurance Company 29424 INSURER C: Environment Planning Development Solutions Inc dba EPD Solutions Inc 3333 Michelson Dr., Suite 500 INSURER D : INSURER E: Irvine, CA 92612 INSURER F : COVERAGES CERTIFICATE NUMBER- REVISION NUMBER- 2 THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE ADDL INSD SUBR WVD POLICY NUMBER POLICY EFF MM/DD/YYYY POLICY EXP MM/DD/YYYY LIMITS A X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 2,000,000 CLAIMS -MADE X OCCUR X X B6025654530 913012025 913012026 DAMAGE TO RENTED PREMISES Ea occurrence 1,000,000 $ MED EXP (Any oneperson) $ 10,000 PERSONAL & ADV INJURY $ 2,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 4,000,000 POLICY X JECT LOC PRODUCTS - COMP/OP AGG $ 4,000,000 $ OTHER: A AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT Ea accident 1,000,000 $ BODILY INJURY Perperson) $ ANY AUTO X X B6025654530 913012025 913012026 OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY Per accident $ X PROPERTY DAMAGE Per accident) ccident $ HIRED X NON -OWNED AUTOS ONLY AUTOS ONLY $ A X UMBRELLA LIAB X OCCUR EACH OCCURRENCE $ 4,000,000 AGGREGATE $ 4,000,000 EXCESS LIAB CLAIMS -MADE X X B6025663132 913012025 913012026 DED I X I RETENTION $ 10,000 $ B WORKERS COMPENSATION AND EMPLOYERS' LIABILITY YIN ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? (Mandatory in NH) N /A X 57WEGAC20BW 913012025 913012026 X PER OTH- STATUTE ER E.L. EACH ACCIDENT 1,000,000 $ E.L. DISEASE- EA EMPLOYEE $ 1,000,000 If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT 1,000,000 $ A Professional Liab. X EEH591923312 913012025 913012026 Per Claim 4,000,000 A Professional Liab. X EEH591923312 913012025 913012026 Aggregate 5,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) RE: On -Call Agreement - Agreement No. A-2023-194-03 As required by Certificate Holder written contract or agreement, in -addition to (if applicable) the governing written contract or agreement: (1) Commercial General Liability policy shall include (a) additional insured coverage and contain (b) primary & non-contributory and (c) waiver of subrogation provisions for any additional insured; (2) to the extent applicable, Automobile Liability policy shall include (a) additional insured coverage and contain (b) primary & non- contributory and (c) waiver of subrogation provisions for any additional insured; (3) to the extent applicable, Commercial Excess Liability policy shall apply on a follow -form basis, excess of commercial general liability, automobile liability and employers' liability policy(ies) with such coverage being concurrent with underlying insurance; (4) to the extent applicable, Workers Compensation and Employers' Liability policy shall include a waiver of subrogation provision; SEE ATTACHED ACORD 101 CERTIFICATE HOLDER APPROVED CANCELLATION By Tu Tran Nguyen at 11:18 am, Oct 22, 2025 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN Tu Tran Dggtauysigned by ACCORDANCE WITH THE POLICY PROVISIONS. Tu Tran Nguyen Date: 2025.10.22 Nguyen ,1185,-0,-o0 AUTHORIZED REPRESENTATIVE City of Santa Ana, Planning and Building Agency 20 Civic Center Plaza Santa Ana CA 92701 1 ACORD 25 (2016/03) ©1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD AGENCY CUSTOMER ID: ENVIPLA-02 LOC #: 1 TAKAPUK AFRO ADDITIONAL REMARKS SCHEDULE Page 1 of 1 AGENCY License # OE67768 NAMED INSURED IOA Insurance Services Environment Planning Development Solutions Inc dba EPD Solutions Inc 3333 Michelson Dr., Suite 500 POLICY NUMBER Irvine, CA 92612 SEE PAGE 1 CARRIER NAIC CODE SEE PAGE 1 SEE P 1 EFFECTIVE DATE: SEE PAGE 1 kDDITIONAL REMARKS THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER: ACORD 25 FORM TITLE: Certificate of Liability Insurance Description of Operations/Locations/Vehicles: (5) Professional Liability policy shall apply on a claims -made basis and include a waiver of subrogation provision. Professional Liability Retroactive Date: Full Prior Acts Additional Insureds: City of Santa Ana, its officers, officials, employees, and authorized volunteers ACORD 101 (2008/01) © 2008 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD CNA (Ed iO3?9) Pol icy#B6025654530 BLANKET ADDITIONAL INSURED AND LIABILITY EXTENSION ENDORSEMENT This endorsement modifies insurance provided under the following: BUSINESSOWNERS LIABILITY COVERAGE FORM BUSINESSOWNERS COMMON POLICY CONDITIONS TABLE OF CONTENTS I. Blanket Additional Insured Provisions A. Additional Insured — Blanket Vendors B. Miscellaneous Additional Insureds C. Additional Provisions Pertinent to Additional Insured Coverage 1.a. Primary — Noncontributory provision 1.b. Definition of "written contract" 2. Additional Insured — Extended Coverage II. Liability Extension Coverages A. Bodily In'u — Ex ended Definition B. Broad Knowledge of Occurrence C. Estates, Legal Representatives and Spouses D. Fellow Employee First Aid E. Legal Liability — Damage to Premises F. Personal and Advertising In'u — Discrimination or Humiliation G. Personal and Advertising In'u — Broadened Eviction H. Waiver of Subrogation — Blanket I. BLANKET ADDITIONAL INSURED PROVISIONS A. ADDITIONAL INSURED — BLANKET VENDORS Who Is An Insured is amended to include as an additional insured any person or organization (referred to below as vendor) with whom you agreed under a "written contract" to provide insurance, but only with respect to "bodily injury" or "property damage" arising out of "your products" which are distributed or sold in the regular course of the vendor's business, subject to the following additional exclusions: 1. The insurance afforded the vendor does not apply to: a. "Bodily injury" or "property damage" for which the vendor is obligated to pay damages by reason of the assumption of liability in a contract or agreement. This exclusion does not apply to liability for damages that the vendor would have in the absence of the contract or agreement; b. Any express warranty unauthorized by you; c. Any physical or chemical change in the product made intentionally by the vendor; d. Repackaging, except when unpacked solely for the purpose of inspection, demonstration, testing, or the substitution of parts under instructions from the manufacturer, and then repackaged in the original container; e. Any failure to make such inspections, adjustments, tests or servicing as the vendor has agreed to make or normally undertakes to make in the usual course of business, in connection with the distribution or sale of the products; f. Demonstration, installation, servicing or repair operations, except such operations performed at the vendor's premises in connection with the sale of the product; g. Products which, after distribution or sale by you, have been labeled or relabeled or used as a container, part or ingredient of any other thing or substance by or for the vendor; or SB146932G (10-19) Page 1 of 7 Copyright, CNA All Rights Reserved. SB146932G (Ed. 10-19) h. "Bodily injury" or "property damage" arising out of the sole negligence of the vendor for its own acts or omissions or those of its employees or anyone else acting on its behalf. However, this exclusion does not apply to: (1) The exceptions contained in Subparagraphs d. or f.; or (2) Such inspections, adjustments, tests or servicing as the vendor has agreed to make or normally undertakes to make in the usual course of business, in connection with the distribution or sale of the products. 2. This insurance does not apply to any insured person or organization, from whom you have acquired such products, or any ingredient, part or container, entering into, accompanying or containing such products. 3. This provision 2. does not apply to any vendor included as an insured by an endorsement issued by us and made a part of this Policy. 4. This provision 2. does not apply if "bodily injury" or "property damage" included within the "products - completed operations hazard" is excluded either by the provisions of the Policy or by endorsement. B. MISCELLANEOUS ADDITIONAL INSUREDS 1. Who Is An Insured is amended to include as an insured any person or organization (called additional insured) described in paragraphs 3.a. through 3.j. below whom you are required to add as an additional insured on this policy under a "written contract." 2. However, subject always to the terms and conditions of this policy, including the limits of insurance, we will not provide the additional insured with: a. A higher limit of insurance than required by such "written contract;" b. Coverage broader than required by such "written contract" and in no event greater than that described by the applicable paragraph a. through k. below; or c. Coverage for "bodily injury" or "property damage" included within the "products -completed operations hazard." But this paragraph c. does not apply to the extent coverage for such liability is provided by paragraph 3.j. below. Any coverage granted by this endorsement shall apply only to the extent permitted by law. 3. Only the following persons or organizations can qualify as additional insureds under this endorsement: a. Controlling Interest N Any persons or organizations with a controlling interest in you but only with respect to their liability arising out of: (1) such person or organization's financial control of you; or 0 0 (2) Premises such person or organization owns, maintains or controls while you lease or occupy these premises; provided that the coverage granted to such additional insureds does not apply to structural alterations, new construction or demolition operations performed by or for such additional insured. b. Co-owner of Insured Premises A co-owner of a premises co -owned by you and covered under this insurance but only with respect to the co -owners liability for "bodily injury," "property damage" or "personal and advertising injury" as co- owner of such premises. c. Grantor of Franchise Any person or organization that has granted a franchise to you, but only with respect to such person or organization's liability for "bodily injury," "property damage," or "personal and advertising injury" as grantor of a franchise to you. SB146932G (10-19) Page 2 of 7 Copyright, CNA All Rights Reserved. SB146932G (Ed. 10-19) d. Lessor of Equipment Any person or organization from whom you lease equipment, but only with respect to liability for "bodily injury," "property damage" or "personal and advertising injury" caused in whole or in part by your maintenance, operation or use of such equipment, provided that the "occurrence" giving rise to such "bodily injury" or "property damage" or the offense giving rise to such "personal and advertising injury" takes place prior to the termination of such lease. e. Lessor of Land Any person or organization from whom you lease land, but only with respect to liability for "bodily injury," "property damage" or "personal and advertising injury" arising out of the ownership, maintenance or use of that specific part of the land leased to you, provided that the "occurrence" giving rise to such "bodily injury" or "property damage" or the offense giving rise to such "personal and advertising injury," takes place prior to the termination of such lease. The insurance hereby afforded to the additional insured does not apply to structural alterations, new construction or demolition operations performed by, on behalf of or for such additional insured. f. Lessor of Premises An owner or lessor of premises leased to you, or such owner or lessor's real estate manager, but only with respect to liability for "bodily injury," "property damage" or "personal and advertising injury" arising out of the ownership, maintenance or use of such part of the premises leased to you, and provided that the "occurrence" giving rise to such "bodily injury" or "property damage" or the offense giving rise to such "personal and advertising injury," takes place prior to the termination of such lease. The insurance hereby afforded to the additional insured does not apply to structural alterations, new construction or demolition operations performed by, on behalf of or for such additional insured. g. Mortgagee, Assignee or Receiver A mortgagee, assignee or receiver of premises but only with respect to such mortgagee, assignee, or receiver's liability for "bodily injury," "property damage" or "personal and advertising injury" arising out of the ownership, maintenance, or use of a premises by you. This insurance does not apply to structural alterations, new construction or demolition operations performed by, on behalf of or for such additional insured. h. State or Political Subdivisions A state or government agency or subdivision or political subdivision that has issued a permit or authorization, but only with respect to such government agency or subdivision or political subdivision's liability for "bodily injury," "property damage" or "personal and advertising injury" arising out of: (1) The following hazards in connection with premises you own, rent, or control and to which this insurance applies: (a) The existence, maintenance, repair, construction, erection, or removal of advertising signs, awnings, canopies, cellar entrances, coal holes, driveways, manholes, marquees, hoistaway openings, sidewalk vaults, street banners, or decorations and similar exposures; or (b) The construction, erection, or removal of elevators; or (c) The ownership, maintenance or use of any elevators covered by this insurance; or (2) The permitted or authorized operations performed by you or on your behalf. But the coverage granted by this paragraph does not apply to: (a) "Bodily injury", "property damage" or "personal and advertising injury" arising out of operations performed for the state or government agency or subdivision or political subdivision; or (b) "Bodily injury" or "property damage" included within the "products -completed operations hazard." With respect to this provision's requirement that additional insured status must be requested under a "written contract," we will treat as a "written contract" any governmental permit that requires you to add the governmental entity as an additional insured. SB146932G (10-19) Page 3 of 7 Copyright, CNA All Rights Reserved. SB146932G (Ed. 10-19) i. Trade Show Everrt Lessor With respect to your participation in a trade show event as an exhibitor, presenter or displayer, any person or organization whom you are required to include as an additional insured, but only with respect to such person or organization's liability for "bodily injury," "property damage," or "personal and advertising injury" caused by: a. Your acts or omissions; or b. Acts or omissions of those acting on your behalf; in the performance of your ongoing operations at the trade show premises during the trade show event. j. Other Person or Organization Any person or organization who is not an additional insured under paragraphs a. through i. above. Such additional insured is an insured solely for "bodily injury," "property damage" or "personal and advertising injury" for which such additional insured is liable because of your acts or omissions. The coverage granted by this paragraph does not apply to any person or organization: (1) For "bodily injury," "property damage," or "personal and advertising injury" arising out of the rendering or failure to render any professional services; (2) For "bodily injury" or "property damage" included in the "products -completed operations hazard." But this provision (2) does not apply to such "bodily injury" or "property damage" if: (a) It is entirely due to your negligence and specifically results from your work for the additional insured which is the subject to the "written contract"; and (b) The "written contract" requires you to make the person or organization an additional insured for such "bodily injury" or "property damage"; or (3) Who is afforded additional insured coverage under another endorsement attached to this policy. C. ADDITIONAL PROVISIONS PERTINENT TO ADDITIONAL INSURED COVERAGE 1. With respect only to additional insured coverage provided under paragraphs A. and B. above: a. The BUSINESSOWNERS COMMON POLICY CONDITIONS are amended to add the following to the Condition entitled Other Insurance: This insurance is excess of all other insurance available to an additional insured whether primary, excess, contingent or on any other basis. However, if a 'written contract" requires that this insurance be either primary or primary and noncontributing, then this insurance will be primary and non-contributory relative solely to insurance on which the additional insured is a named insured. N b. Under Liability and Medical Expense Definitions, the following definition is added: 0 N "Written contract" means a written contract or agreement that requires you to make a person or 0 organization an additional insured on this policy, provided the contract or agreement: (1) Is currently in effect or becomes effective during the term of this policy; and (2) Was executed prior to: (a) The "bodily injury" or "property damage;" or (b) The offense that caused the "personal and advertising injury"; for which the additional insured seeks coverage. 2. With respect to any additional insured added by this endorsement or by any other endorsement attached to this Coverage Part, the section entitled Who Is An Insured is amended to make the following natural persons insureds. If the additional insured is: a. An individual, then his or her spouse is an insured; SB146932G (10-19) Page 4 of 7 Copyright, CNA All Rights Reserved. SB146932G (Ed. 10-19) b. A partnership or joint venture, then its partners, members and their spouses are insureds; c. A limited liability company, then its members and managers are insureds; d. An organization other than a partnership, joint venture or limited liability company, then its executive officers, directors and shareholders are insureds; or e. Any type of entity, then its employees are insureds; but only with respect to locations and operations covered by the additional insured endorsement's provisions, and only with respect to their respective roles within their organizations. Furthermore, employees of additional insureds are not insureds with respect to liability arising out of: (1) "Bodily injury" or "personal and advertising injury" to any fellow employee or to any natural person listed in paragraphs a. through d. above; (2) "Property damage" to property owned, occupied or used by their employer or by any fellow employee; or (3) Providing or failing to provide professional health care services. II. LIABILITY EXTENSION COVERAGES It is understood and agreed that this endorsement amends the Businessowners Liability Coverage Form. If any other endorsement attached to this policy amends any provision also amended by this endorsement, then that other endorsement controls with respect to such provision, and the changes made by this endorsement to such provision do not apply. A. Bodily injury— Expanded Definition Under Liability and Medical Expenses Definitions, the definition of "Bodily injury" is deleted and replaced by the following: "Bodily injury" means physical injury, sickness or disease sustained by a person, including death, humiliation, shock, mental anguish or mental injury by that person at any time which results as a consequence of the physical injury, sickness or disease. B. Broad Knowledge of Occurrence Under Businessowners Liability Conditions, the Condition entitled Duties In The Event of Occurrence, Offense, Claim or Suit is amended to add the following: Paragraphs a. and b. above apply to you or to any additional insured only when such "occurrence," offense, claim or "suit" is known to: (1) You or any additional insured that is an individual; (2) Any partner, if you or an additional insured is a partnership; (3) Any manager, if you or an additional insured is a limited liability company; (4) Any "executive officer" or insurance manager, if you or an additional insured is a corporation; (5) Any trustee, if you or an additional insured is a trust; or (6) Any elected or appointed official, if you or an additional insured is a political subdivision or public entity. This paragraph applies separately to you and any additional insured. C. Estates, Legal Representatives and Spouses The estates, heirs, legal representatives and spouses of any natural person insured shall also be insured under this policy; provided, however, coverage is afforded to such estates, heirs, legal representatives and spouses only for claims arising solely out of their capacity as such and, in the case of a spouse, where such claim seeks damages from marital common property, jointly held property, or property transferred from such natural person insured to such spouse. No coverage is provided for any act, error or omission of an estate, heir, legal representative or spouse outside the scope of such person's capacity as such, provided however that the spouse of a natural person Named Insured and the spouses of members or partners of joint venture or partnership Named Insureds are insureds with respect to such spouses' acts, errors or omissions in the conduct of the Named Insured's business. SB146932G (10-19) Page 5 of 7 Copyright, CNA All Rights Reserved. SB146932G (Ed. 10-19) D. Fellow Employee First Aid Coverage In the section entitled Who Is An Insured, paragraph 2.a.1. is amended to add the following: The limitations described in subparagraphs 2.a.1.(a), (b) and (c) do not apply to your "employees" for "bodily injury" that results from providing cardiopulmonary resuscitation or other first aid services to a co -"employee" or "volunteer worker" that becomes necessary while your "employee" is performing duties in the conduct of your business. Your "employees" are hereby insureds for such services. But the insured status conferred by this provision does not apply to "employees" whose duties in your business are to provide professional health care services or health examinations. E. Legal Liability — Damage To Premises 1. Under B. Exclusions, 1. Applicable to Business Liability Coverage, Exclusion k. Damage To Property, is replaced by the following: k. Damage To Property "Property damage" to: 1. Property you own, rent or occupy, including any costs or expenses incurred by you, or any other person, organization or entity, for repair, replacement, enhancement, restoration or maintenance of such property for any reason, including prevention of injury to a person or damage to another's property; 2. Premises you sell, give away or abandon, if the "property damage" arises out of any part of those premises; 3. Property loaned to you; 4. Personal property in the care, custody or control of the insured; 5. That particular part of any real property on which you or any contractors or subcontractors working directly or indirectly in your behalf are performing operations, if the "property damage" arises out of those operations; or 6. That particular part of any property that must be restored, repaired or replaced because "your work" was incorrectly performed on it. Paragraph 2 of this exclusion does not apply if the premises are "your work" and were never occupied, rented or held for rental by you. Paragraphs 1, 3, and 4, of this exclusion do not apply to "property damage" (other than damage by fire or explosion) to premises: (1) rented to you: N O 0 (2) temporarily occupied by you with the permission of the owner, or 0 0 (3) to the contents of premises rented to you for a period of 7 or fewer consecutive days. A separate limit of insurance applies to Damage To Premises Rented To You as described in Section D — Liability and Medical Expenses Limits of Insurance. Paragraphs 3, 4, 5, and 6 of this exclusion do not apply to liability assumed under a sidetrack agreement. Paragraph 6 of this exclusion does not apply to "property damage" included in the "products - completed operations hazard." 2. Under B. Exclusions, 1. Applicable to Business Liability Coverage, the following paragraph is added, and replaces the similar paragraph, if any, beneath paragraph (14) of the exclusion entitled Personal and Advertising Injury: Exclusions c, d, e, f, g, h, i, k, I, m, n, and o, do not apply to damage by fire to premises while rented to you or temporarily occupied by you with permission of the owner or to the contents of premises rented to you for a period of 7 or fewer consecutive days. A separate limit of insurance applies to this coverage as described in Section D. Liability And Medical Expenses Limits Of Insurance. SB146932G (10-19) Page 6 of 7 Copyright, CNA All Rights Reserved. SB146932G (Ed. 10-19) 3. The first Paragraph under item S. Damage To Premises Rented To You Limit of the section entitled Liability And Medical Expenses Limits Of Insurance is replaced by the following: The most we will pay under Business Liability for damages because of "property damage" to any one premises, while rented to you or temporarily occupied by you with the permission of the owner, including contents of such premises rented to you for a period of 7 or fewer consecutive days, is the Damage to Premises Rented to You Limit. The Damage to Premises Rented to You Limit is the greater of: a. $1,000,000; or b. The Damage to Premises Rented to You Limit shown in the Declarations. F. Personal and Advertising Injury — Discrimination or Humiliation 1. Under Liability and Medical Expenses Definitions, the definition of "personal and advertising injury" is amended to add the following: h. Discrimination or humiliation that results in injury to the feelings or reputation of a natural person, but only if such discrimination or humiliation is: (1) Not done intentionally by or at the direction of: (a) The insured; or (b) Any "executive officer," director, stockholder, partner, member or manager (if you are a limited liability company) of the insured; and (2) Not directly or indirectly related to the employment, prospective employment, past employment or termination of employment of any person or person by any insured. 2. Under B. Exclusions, 1. Applicable to Business Liability Coverage, the exclusion entitled Personal and Advertising Injury is amended to add the following additional exclusions: (15)Discrimination Relating to Room, Dwelling or Premises Caused by discrimination directly or indirectly related to the sale, rental, lease or sub -lease or prospective sale, rental, lease or sub -lease of any room, dwelling or premises by or at the direction of any insured. (16)Employment Related Discrimination Discrimination or humiliation directly or indirectly related to the employment, prospective employment, past employment or termination of employment of any person by any insured. (17) Fines or Penalties Fines or penalties levied or imposed by a governmental entity because of discrimination. 3. This provision (Personal and Advertising Injury — Discrimination or Humiliation) does not apply if Personal and Advertising Injury Liability is excluded either by the provisions of the Policy or by endorsement. G. Personal and Advertising Injury - Broadened Eviction Under Liability and Medical Expenses Definitions, the definition of "Personal and advertising injury" is amended to delete Paragraph c. and replace it with the following: c. The wrongful eviction from, wrongful entry into, or invasion of the right of private occupancy of a room dwelling or premises that a person or organization occupies committed by or on behalf of its owner, landlord or lessor. H. Waiver of Subrogation — Blanket We waive any right of recovery we may have against: a. Any person or organization with whom you have a written contract that requires such a waiver. All other terms and conditions of the Policy remain unchanged. SB146932G (10-19) Page 7 of 7 Copyright, CNA All Rights Reserved. -1469 CNA S (Ed 0106) Policy # B6025654530 IMPORTANT: THIS ENDORSEMENT CONTAINS DUTIES THAT APPLY TO THE ADDITIONAL INSURED IN THE EVENT OF OCCURRENCE, OFFENSE, CLAIM OR SUIT. SEE PARAGRAPH C., OF THIS ENDORSEMENT FOR THESE DUTIES. THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. BLANKET ADDITIONAL INSURED ENDORSEMENT WITH PRODUCTS -COMPLETED OPERATIONS COVERAGE BLANKET WAIVER OF SUBROGATION Architects, Engineers and Surveyors This endorsement modifies insurance provided under the following: BUSINESSOWNERS LIABILITY COVERAGE FORM BUSINESSOWNERS COMMON POLICY CONDITIONS A. WHO IS AN INSURED (Section C.) of the Businessowners Liability Coverage Form is amended to include as an insured any person or organization whom you are required to add as an additional insured on this policy under a written contract or written agreement; but the written contract or written agreement must be: 1. Currently in effect or becoming effective during the term of this policy; and 2. Executed prior to the "bodily injury," "property damage," or "personal and advertising injury." B. The insurance provided to the additional insured is limited as follows: That person or organization is an additional insured solely for liability due to your negligence specifically resulting from "your work" for the additional insured which is the subject of the written contract or written agreement. No coverage applies to liability resulting from the sole negligence of the additional insured. The Limits of Insurance applicable to the additional insured are those specified in the written contract or written agreement or in the Declarations of this policy, whichever is less. These Limits of Insurance are inclusive of, and not in addition to, the Limits of Insurance shown in the Declarations. The coverage provided to the additional insured within this endorsement and section titled LIABILITY AND MEDICAL EXPENSE DEFINITIONS — "Insured Contract" (Section F.9.) within the Businessowners Liability Coverage Form, does not apply to "bodily injury" or "property damage" arising out of the "products -completed operations hazard" unless required by the written contract or written agreement. 4. The insurance provided to the additional insured does not apply to "bodily injury," "property damage," "personal and advertising injury" arising out of an architect's, engineer's, or surveyor's rendering of or failure to render any professional services including: The preparing, approving, or failing to prepare or approve maps, shop drawings, opinions, reports, surveys, field orders, change orders or drawings and specifications by any architect, engineer or surveyor performing services on a project of which you serve as construction manager; or b. Inspection, supervision, quality control, engineering or architectural services done by you on a project of which you serve as construction manager. 5. This insurance does not apply to "bodily injury," "property damage," or "personal and advertising injury" arising out of: a. The construction or demolition work while you are acting as a construction or demolition contractor. This exclusion does not apply to work done for or by you at your premises. C. BUSINESSOWNERS GENERAL LIABILITY CONDITIONS — Duties In The Event of Occurrence, Offense, Claim or Suit (Section E.2.) of the Businessowners Liability Coverage Form is amended to add the following: An additional insured under this endorsement will as soon as practicable: 1. Give written notice of an occurrence or an offense to us which may result in a claim or "suit" under this insurance; SB-146968-A (Ed. 01 /06) Page 1 of 2 SB-146968-A (Ed. 01/06) 2. Tender the defense and indemnity of any claim or "suit" to us for a loss we cover under this Coverage Part; 3. Tender the defense and indemnity of any claim or "suit" to any other insurer which also has insurance for a loss we cover under this Coverage Part; and 4. Agree to make available any other insurance which the additional insured has for a loss we cover under this Coverage Part. We have no duty to defend or indemnify an additional insured under this endorsement until we receive written notice of a claim or "suit" from the additional insured. D. OTHER INSURANCE (Section H. 2. & 3.) of the Businessowners Common Policy Conditions are deleted and replaced with the following: 2. This insurance is excess over any other insurance naming the additional insured as an insured whether primary, excess, contingent or on any other basis unless a written contract or written agreement specifically requires that this insurance be either primary or primary and noncontributing to the additional insured's own coverage. This insurance is excess over any other insurance to which the additional insured has been added as an additional insured by endorsement. 3. When this insurance is excess, we will have no duty under Coverages A or B to defend the additional insured against any "suit" if any other insurer has a duty to defend the additional insured against that "suit" If no other insurer defends, we will undertake to do so, but we will be entitled to the additional insured's rights against all those other insurers. When this insurance is excess over other insurance, we will pay only our share of the amount of the loss, if any, that exceeds the sum of: (a) The total amount that all such other insurance would pay for the loss in the absence of this insurance; and (b) The total of all deductible and self -insured amounts under all that other insurance. We will share the remaining loss, if any, with any other insurance that is not described in this Excess Insurance provision and was not bought specifically to apply in excess of the Limits of Insurance shown in the Declarations of this Coverage Part. E. TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO US (Section K.2.) of the Businessowners Common Policy Conditions is deleted and replaced with the following: 2. We waive any right of recovery we may have against any person or organization against whom you have agreed to waive such right of recovery in a written contract or agreement because of payments we make for injury or damage arising out of your ongoing operations or "your work" done under a contract with that person or organization and included within the "products -completed operations hazard." SB-146968-A (Ed. 01 /06) Page 2 of 2 CNA Policy#B6025654530 SB146902G (Ed. 6-16) THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. HIRED AUTO AND NON -OWNED AUTO LIABILITY This endorsement modifies insurance provided under the following: BUSINESSOWNERS LIABILITY COVERAGE FORM BUSINESSOWNERS COMMON POLICY CONDITIONS SCHEDULE Insurance is provided only with respect to those coverages for which a specific limit is shown: COVERAGE LIMIT Hired Auto Liability: $ Non -owned Auto Liability: $ (If no entry appears above, information required to complete this endorsement will be shown in the Declarations as applicable to this endorsement.) PROVISIONS A. COVERAGE With respect only to the Coverage(s) for which a limit is shown in the SCHEDULE above, the insurance provided under Coverage A.I. Business Liability for "bodily injury" and "property damage" also applies to "bodily injury" or "property damage" arising out of the maintenance or use of a: • "Hired auto" used by you or your "employee" in the course of your business; and/or • "Non -owned auto" used in the course of your business. Maintenance or use of a "non -owned auto" includes test driving in connection with an "auto business." With respect only to the coverage provided by this endorsement, under Coverages, coverage A.I. Business Liability is amended to: 1. Delete paragraph A.1.b.(1)(b) and replace it with the following: b. This insurance applies: (1) To "bodily injury" and "property damage" only if: (b) The "occurrence" occurs during the policy period; and 2. Delete paragraph A.1.b.(2),. B. LIMITS OF INSURANCE With respect only to the coverage provided by this endorsement, SECTION D. Liability And Medical Expenses Limits of Insurance is deleted in its entirety and replaced with the following: D. Limits Of Insurance 1. Regardless of the number of: a. Insureds; b. Claims made or "suits" brought; c. Persons or organizations making claims or bringing "suits"; or d. "Autos," the applicable Hired Auto Liability limit or Non -Owned Auto Liability limit shown in the Declarations is the most we will pay for damages under SECTION A. Coverages because of all "bodily injury" and "property damage" resulting from any one 'occurrence" arising out of the maintenance or use of a "hired auto" or "non -owned auto." SB146902G (Ed. 6-16) Page 1 of 3 Copyright, CNA All Rights Reserved. 14 CNA s (Ed66- 6) C. EXCLUSIONS With respect only to the insurance provided by this endorsement: 1. Under Exclusions, the paragraph entitled Applicable to Business Liability Coverage is amended to delete all exclusions except exclusions a., b., d., e., f. and i. and to add the following exclusions: This insurance does not apply to: • Fellow Employee "Bodily injury" to: (1) Any fellow "employee" of the insured arising out of and in the course of employment by the insured or while performing duties related to the conduct of the insured's business; or (2) The spouse, child, parent, brother or sister of that fellow "employee" while as a consequence of Paragraph (1) above. • Care, Custody or Control "Property Damage" to: (1) Property owned or being transported by, or rented or loaned to the insured; or (2) Property in the care, custody or control of the insured. D. WHO IS AN INSURED With respect only to the insurance provided by this endorsement, Who Is An Insured is replaced by the following: Each of the following is an insured under this insurance to the extent set forth below: 1. You; 2. Subject to paragraph 3.c. below, your "employee" while operating an "auto" hired or rented under a contract or agreement, with your permission, in that "employee's" name, while performing duties related to the conduct of your business. 3. Anyone else including any partner or "executive officer" of yours while using with your permission a "hired auto" or a "non -owned auto" except: a. The owner or lessee (of whom you are a sublessee) of a "hired auto" or the owner or lessee of a "non -owned auto" or any agent or "employee" of any such owner or lessee; b. Your "employee" if the covered "auto" is owned by that "employee" or a member of his or her household; c. Your "employee" if the covered "auto" is leased, hired or rented by him or her or a member of his or her household under a lease or rental agreement for a period of 180 days or more; d. Any partner or "executive officer" with respect to any "auto" owned by such partner or officer or a member of his or her household; e. Any partner or "executive officer" with respect to any "auto" leased or rented to such partner or officer or a member of his or her household under a lease or rental agreement for a period of 180 days or more; f. Any person while employed in or otherwise engaged in duties in connection with an "auto business," other than an "auto business" you operate; g. Anyone other than your "employees," partners, a lessee or borrower or any of their "employees," while moving property to or from a "hired auto" or a "non -owned auto"; or 4. Any other person or organization, but only with respect to their liability because of acts or omissions of an insured under 1., 2. or 3. above. E. AMENDED DEFINITION The Definition of "insured contract" in Section F — Definitions isamended by the addition of the following exceptions to paragraph If.: SB146902G (Ed. 6-16) Page 2 of 3 Copyright, CNA All Rights Reserved. CNA s (Ed. 6-16) Paragraph f. does not include that part of any contract or agreement: • That pertains to the loan, lease or rental of an "auto" to you or any of your "employees," if the "auto" is loaned, leased or rented with a driver; or That holds a person or organization engaged in the business of transporting property by "auto" for hire harmless for your use of a covered "auto" over a route or territory that person or organization is authorized to serve by public authority. F. ADDITIONAL DEFINITIONS Section F. Definitions is amended by the addition of the following definitions: a. "Auto Business" means the business or occupation of selling, repairing, servicing, storing or parking "autos." b. "Hired auto" means any "auto" you or your "employee" lease, hire, rent or borrow in the course of your business. This does not include: I. Any "auto" you lease, hire or rent under a lease or rental agreement for a period of 180 days or more, or ii. Any "auto" you lease, hire, rent or borrow from any of your "employees," partners, stockholders, or members of their households. c. "Non -owned auto" means any "autos" you do not own, lease, hire, rent or borrow that are being used in the course and scope of your business at the time of the 'occurrence." This includes "autos" owned by your "employees" or partners or members of their households but only while being used in the course and scope of your business at the time of the 'occurrence." If you are a sole proprietor, "non -owned auto" means any "autos" you do not own, lease, hire, rent or borrow that are being used in the course and scope of your business or personal affairs at the time of the 'occurrence." G. With respect only to the operation of a "hired auto" or "non -owned auto," Paragraph H, of the Businessowners Common Policy Conditions is deleted and replaced with the following: H. Other Insurance 1. Except for any liability assumed under an "insured contract' the insurance provided by this Coverage Form is excess over any other collectible insurance. However, if your business is the selling, servicing, repairing, parking or storage of "autos," the insurance provided by this endorsement is primary when covered "bodily injury" or "property damage" arises out of the operation of a customer's "auto" by you or your "employee." 2. When this Coverage Form and any other Coverage Form or policy covers on the same basis, either excess or primary, we will pay only our share. Our share is the proportion that the Limit of Insurance of our Coverage Form bears to the total of the limits of all the Coverage Forms and policies covering on the same basis. All other terms and conditions of the Policy remain unchanged. SB146902G (Ed. 6-16) Page 3 of 3 Copyright, CNA All Rights Reserved. THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT Policy Number: 57 WEG AC20BW Endorsement Number: 001 Effective Date: 09/30/25 Effective hour is the same as stated on the Information Page of the policy. Named Insured and Address: Environment Planning Development Solutions Inc. 3333 Michelson Dr., Suite 500 Irvine CA 92612 We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. This agreement shall not operate directly or indirectly to benefit anyone not named in the Schedule. SCHEDULE Any person or organization for whom you are required by contract or agreement to obtain this waiver from us. Endorsement is not applicable in KY, NH, NJ or for any MO construction risk Countersigned by Authorized Representative Form WC 00 03 13 Printed in U.S.A. Process Date: 10/03/25 Policy Expiration Date: 09/30/26 Professional Liability and Pollution Incident Liability Insurance CNAPolicy# EEH591923312 Policy 4. fully cooperate with the Insurer or the Insurer's designee in the defense of a claim, including but not limited to assisting the Insurer in: the conduct of suits or other proceedings, settlement negotiations, and the enforcement of any right of contribution or indemnity against another who may be liable to the Insured. The Insured shall attend hearings and trials and assist in securing evidence and obtaining the attendance of witnesses; 5. refuse, except solely at the Insured's own cost, to voluntarily make any payment, admit liability, assume any obligation, or incur any expense, without the Insurer's prior written approval; and 6. pay the deductible amount when due. After the Insured reports a circumstance or a claim is made and the Insured has the right under any contract to either reject or demand arbitration or other alternative dispute resolution process, the Insured shall only do so with the Insurer's prior written consent. C. The Insured's Rights and Duties in the Event of a Circumstance If the Insured reports a circumstance for which there may be coverage under this Policy, and the Insured gives the Insurer written notice containing as much detail as the Insured can reasonably provide regarding: 1. what happened and the professional services or activities the Insured performed; 2. the nature of any possible injury or damages; and 3. how and when the Insured first became aware of such circumstance, then any claim or related claims that subsequently may be made against the Insured arising out of such circumstance shall be deemed to have been made on the date the Insurer received written notice of the circumstance. The Insured will cooperate with the Insurer in addressing the circumstance, and refuse, except solely at the Insured's own cost, to voluntarily make any payment, admit liability, assume any obligation, or incur any expense without the Insurer's prior written approval. D. Subrogation If any Insured has rights to recover amounts from another, those rights are transferred to the Insurer to the extent of the Insurer's payment. The Insured must do everything necessary to secure these rights and must do nothing after a claim is made to jeopardize them. The Insurer hereby waives subrogation rights against any person or organization to the extent that the Named Insured has, prior to a wrongful act or circumstance, entered into a written agreement to waive such rights. E. Premium All premium charges under this Policy will be computed according to the rules, rates and rating plans that apply at the effective date of the current policy term. F. Examination and Audit The Insured agrees to allow the Insurer to examine and audit the Insured's financial books and records that relate to this insurance. The Insurer may do this at any time during the policy term or any extensions, and up to three years after the end of the policy term. G. Legal Action Limitation 1. The Insured agrees not to bring any legal action against the Insurer concerning this Policy unless the Insured has fully complied with all the provisions of this Policy. 2. If, after the final adjudication or settlement of a claim, there is any dispute concerning tort allegations against the Insurer regarding the handling or settlement of any claim, the Insured and the Insurer agree to submit such dispute to any form of alternative dispute resolution acceptable to both Form No: CNA79034XX (11-2022) Policy No: EEH591923312 Policy Page 13 of 17 Policy Effective Date: 09/30/2024 Underwriting Company: Continental Casualty Company Policy Page: 15 of 26 151 North Franklin Street, Chicago, IL 60606 © Copyright CNA All Rights Reserved.