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CSG CONSULTANTS, INC. (4)
!NSURi;NCE ON FILE WORK MAY PKCFF[, f N-2025-283 �.,I_ DEC 0 4 2025 u. Pe A AGREEMENT WITH CSG CONSULTANTS INC. TO PROVIDE ON-CALL Fruncin�,V�,lcn reA�{�a) PROFESSIONAL CODE ENFORCEMENT CONSULTING SERVICES THIS AGREEMENT is made and entered into on this 19th day of November, 2025 by and between CSG Consultants, Inc., a California corporation ("Consultant"), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California("City"). RECITALS A. The City desires to retain a Consultant having special skill and knowledge in the field of providing on-call professional Code Enforcement consulting services. B. Consultant is one of three (3) vendors who submitted informal proposals to the City and was selected to perform the services detailed in the Scope of Work attached here as Exhibit A to this Agreement. Consultant represents that it is able and willing to provide such services to the City. C. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field. NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows: 1. SCOPE OF SERVICES Consultant shall perform during the term of this Agreement, the tasks and obligations including all labor, materials, tools, equipment, and incidental customary work required to fully and adequately complete the services described and set forth in Scope of Services - Exhibit A, attached hereto and incorporated by reference. 2. COMPENSATION a. City neither warrants nor guarantees any minimum or maximum compensation to Consultant under this Agreement. Consultant shall be paid only for actual services performed under this Agreement at the rates and charges identified in Compensation - Exhibit A. Consultant is one of three (3) consultants selected to provide on-call professional Code Enforcement consulting services. The total compensation for services,provided by all the selected Consultants,shall not exceed the shared aggregate amount of fifty thousand dollars ($50,000.00) during the term of the Agreement, including any extension periods. b. Payment by City shall be made within forty-five(45) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. City and Consultant agree that all payments due and owing under this Agreement shall be made Pagel of S #2121787v2 through Automated Clearing House(ACH)transfers. Consultant agrees to execute the City's standard ACH Vendor Payment Authorization and provide required documentation, Upon verification of the data provided, the City will be authorized to deposit payments directly into Consultant's account(s) with financial institutions, Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City. 3. TERM This Agreement shall commence on the date first written above for a one (1) year term with the option for the City to grant up to a one(I)-year extension, exercisable by a writing by the City Manager and the City Attorney, unless terminated earlier in accordance with Section 15, below. 4. INDEPENDENT CONTRACTOR Consultant shall, during the entire term of this Agreement, be construed to be an independent Consultant and not an employee of the City, This Agreement is not intended nor shall it be construed to create an employer-employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement;however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. 5. OWNERSHIP OF MATERIALS This Agreement creates a nonexclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes,which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time,provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk. 6. INSURANCE Insurance requirements are attached hereto as Insurance Requirements-Exhibit B. #2121787v2 Page 2 of 8 7. INDEMNIFICATION Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents,employees, contractors, special counsel, and representatives from liability: (1)for personal injury,damages,just compensation,restitution,judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may arise from the negligent operations of the Consultant, its subcontractors, agents, employees, or other persons acting on its behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages,just compensation, restitution,judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages,just compensation, restitution,judicial or equitable relief suffered, or alleged to have been suffered,by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution,judicial or equitable relief due to personal or property rights arises by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding.Notwithstanding the foregoing, to the extent Consultant's services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant. 8. INTELLECTUAL PROPERTY INDEMNIFICATION Consultant shall defend and indemnify the City, its officers, agents, representatives, and employees against any and all liability, including costs, for infringement of any United States' letters patent,trademark,or copyright infringement,including costs,contained in the work product or documents provided by Consultant to the City pursuant to this Agreement. 9. RECORDS Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement. 10. CONFIDENTIALITY If Consultant receives from the City information which due to the nature of such #2121787v2 Page 3 of 8 information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance,but in no event less than reasonable care. "Confidential Information"shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that(a)has been disclosed in publicly available sources; (b)is,through no fault of the Consultant disclosed in a publicly available source; (e) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City. 11. CONFLICT OF INTEREST CLAUSE a. Consultant covenants that it presently has no interests and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement. b. No immediate family members of either the Mayor, City Council Member, or any appointed City Official, including appointed board and commission members, as defined under the City's Municipal Code, whose position with the City shall award or influence the award of this Agreement, or any competing contract or amendment thereof, shall be employed in any capacity by the Consultant or have any other direct or indirect financial benefit or interest in this Agreement. c. The section also prohibits the awarding of any agreement, contract, grant, or any amendment to those awards, to any former full-time employee for one-year from date of employee separation except for any Ca1PERS retiree as authorized by City Council resolution d. The Consultant must comply with all conflict of interest laws, ordinances, and regulations now in effect or hereafter to be enacted during the term of this Agreement. The Consultant warrants that it is not now aware of any facts which conflict with the prohibitions defined above. If the Consultant hereafter becomes aware of any facts that might reasonably be expected to create a conflict of interest, it must immediately make full written disclosure of such facts to the City. Full written disclosure must include, but is not limited to, identification of all persons implicated and a complete description of all relevant circumstances. Failure to comply with the provisions of this paragraph will be a material breach of this Agreement. e. Consultant covenants that none of its directors, officers, employees, or agents shall participate in selecting or administrating any subcontract supported(in whole or in part) by City funds stemming from the Agreement where the awarding of the subcontract has any direct or indirect financial benefit or interest to any individual, as defined in Page 4 of 8 ##2121787v2 subsections (b) and (c) above. 12. NON-DISCRIMINATION Consultant shall not discriminate because of race,color, creed,religion, sex,marital status, sexual orientation, gender identity, gender expression, gender, medical conditions, genetic information, or military and veteran status, age,national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization, promotion, termination or other employment related activities or any services provided under this Agreement. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations. 13. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exclusive statement between the City and Consultant, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to,the terms and conditions hereof,shall not bind or obligate Consultant or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which is not embodied herein. 14. ASSIGNMENT Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City's ability to have any of the services which are the subject to this Agreement performed by City personnel or by other Consultants retained by City. 15. TERMINATION This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions: a. As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product(s) completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate. Page 5 of 8 #2121787v2 b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement. 16. WAIVER No waiver of breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure,right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not similar, not shall any waiver constitute a continuing waiver unless the writing so specifies, 17. JURISDICTION-VENUE This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement. 18. PROFESSIONAL LICENSES Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals,waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement. 19. NOTICE Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail,postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons: To City: City Clerk City of Santa Ana 20 Civic Center Plaza(M-30) P.O. Box 1988 Santa Ana, CA 92702-1988 Fax: 714- 647-6956 #2121787v2 Page G of 8 With courtesy copies to: Ali Pezeshkpour Executive Director, Planning and Building Agency City of Santa Ana 20 Civic Center Plaza(M-20) P.O. Box 1988 Santa Ana, California 92702 PBAAdmin@santa-ana.org To Consultant: CSG Consultants, Inc. 3240 El Camino Real, Ste 190, Irvine, CA 92602 Phone: 714-568-1010 Fax: 714-568-1028 A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four(24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded. 20. MISCELLANEOUS PROVISIONS a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney's fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. [signature page to follow] Page 7 of 8 #2121787v2 IN WITNESS WHEREOF,the parties hereto have executed this Agreement the date and year first above written. ATTEST: CITY OF ANTA ANA ennifer _ al ff varo Nunez �f City Cle k City Manager APPROVED AS TO FORM: SONIA R. CARVALHO CSG CONSULTANTS,INC.: City Attorney By: /f Melissa M. Crosthwaite eyrus Ki ifF Senior Assistant City Attorney ar "den RECOMMENDED FOR APPROVAL: �� All Pezeshkpour Executive Director Planning and Building Agency Page 8 of 8 #2I21787v2 EXHIBIT A SCOPE OF SERVICES and COSTS/RATES #2121787v2 Scope of Work THE IMPORTANCE AND ROLE OF CODE ENFORCEMENT Code enforcement activities are a crucial service to ensure not ' only public health and safety, but also to enhance economic health throughout a community. Blighted conditions such as graffiti on public and private properties, illegal dumping, vacant lots, overgrown vegetation, deteriorated building exteriors, missing or broken windows and screens, foreclosures, illegal signs, and inoperable vehicles all contribute negatively to a community's image and promote deterioration. Municipal Code standards are enforced to ensure that communities remain attractive, inviting, and safe. Well-kept communities help to maintain or increase values, discourage crime, encourage quality development while preserving the overall quality of life in the community. Additionally,supportive education of community members plays an essential role in a jurisdiction's ability to self-regulate and reduce program demand. OUR APPROACH TO WORK CSG and its Code Enforcement Officers are driven to provide a high standard of performance and program delivery. In delivery of their services, CSG staff apply knowledge gained from extensive and varied experience across multiple agencies, cultural understanding and sensitivities, and technical proficiency gained from certifications including PC 832 (Arrest Search and Seizure), CPTED (Crime Prevention Through Environmental Design), California Association of Code Enforcement Officers (CACEO), or equivalent. We also achieve efficiencies in service through maintaining computer literacy with software applications including Central Square (Traklt),Accela, iWorQ,Tyler, Microsoft Office Suite, and other code enforcement databases and supportive platforms. Our staff seamlessly integrates with an agency's code enforcement team, demonstrating professionalism through clear communication, adaptability, motivation, efficiency, and approachability. As part of their normal duties, CSG officers enforce state/local laws; issue Administrative Citations; author reports,can testify at hearings, and perform other duties as may be required. TAILORED SERVICE AND DELIVERY CSG's Cade Enforcement team works to align our services with our client agency's needs and within the legal framework of the jurisdiction and industry. Our Approach is to identify and provide the best suited CSG officer(s)for each client's needs. Our officers all bring flexibility and adaptability along with transferable knowledge from a variety of settings. We are known for our team-orientated approach and the ability to seamlessly integrate within a jurisdiction's framework. We effectively coordinate with agency staff, include Building, Planning, Community Development, Police, Fire, Legal, Finance, as well as other partner agencies, INTERPERSONAL SKILLS AND APPROACH A significant portion of our work stems from our interactions and education within communities and with individuals. We emphasize education and promote voluntary compliance with all responsible parties and assist in creating pathways and benchmarks for success. Our officers communicate, collaborate, and respectfully interact with staff and the community. We pride ourselves in our approach, by addressing people with respect, integrity, compassion, and from an ethical foundation. Identification of Code Violations. While each officer has their own background and style, to be successful in their duties, all of team members are articulate, coachable, driven, relatable,and effective. 4 CSG::4NSULTRNTS COMPREHENSIVE CODE ENFORCEMENT SERVICES ' rw CSG provides tailored Code Enforcement services to a wide variety of jurisdictions throughout California.Our work includes-development, implementation,and staffing for general and specialized code enforcement programs based on _ each community's specific needs.We also offer program review and code enforcement management services,Our officers maintain accurate records,follow up with stakeholders,and provide effective enforcement to ensure public health and safety.General code enforcement activities include but are not limited to inspections, investigative work, responding to calls for service, preparing and processing all required notifications, and providing appropriate documentation.Our skilled and experienced staff interpret and enforce provisions of the Building,Zoning, Fire, Housing, Nuisance and Property Maintenance,and state and local codes.We also address special issues related to short term rentals,illicit massage,and other identified concerns within the community. GENERAL CODE ENFORCEMENT SERVICES Our Code Enforcement Officers are adept and work to identify violations, engage stakeholders and responsible parties to correct code violations. Examples of violations we address and enforce include: Building codes I Fire codes State health&safety codes ► Housing codes Zoning provisions I Property Maintenance concerns Public nuisances I Other applicable codes Our skilled and experienced Code Enforcement Officers are adept at delivering multiple aspects of code enforcement.Although a majority of our results are gained by voluntary compliance, our services include a full range of code enforcement activities, including: Bringing flexibility and transferable knowledge from various jurisdictions I We are team oriented and collaborate with staff,partner agencies, and communities I Conducting respectful and thorough site inspections and follow up I Educating the public and stakeholders regarding the regulations and due process We complete all required documentation Communicate with and encourage individuals to gain voluntary compliance Utilize administrative remedies including notices of violation and citations Presenting evidence at administrative hearings- Preparing staff reports, as well as committee and City Council presentations Coordination of activities with multiple departments,both internally and externally I Review and process license and permit applications I Coordination with contractors for services such as demolitions, clean-ups,fencing,and emergency boarding. Provide supportive documentation to legal counsel and make court appearances as necessary I Prepare documentation for recovery costs 5 GSG ONSNL7ANT$ CSG SOO. T;,=OTr Ow SVW-% r,� - ,TS_ CSG can review existing code enforcement programs to identify inefficiencies and help update appropriate policies and procedures.This may include possible changes or updates to the code, process management, procedures manuals, or structural realignment to facilitate the mission of the code enforcement unit. FOCUSED SUPPORT FOR SPECIAL CODE ENFORCEMENT PROGRAMS Drawing on a wide range of experience, CSG can tailor and provide a vast menu of customizable approaches and service for client agencies. Ourteam offers assistance in developing and implementing a wide variety of specialized programs aimed at addressing each community's unique needs.These programs include responding to economic,technological, and environmental influences. We address specific topic related issues and concerns designed for community safety and conformance. The following are examples of special programs with which CSG can assist. COMMERCIAL COORIDOR ENHANCEMENT CSG can support communities with a focus on commercial corridors through education, neighborhood preservation, and beautification.We address issues such as blight,signage, property maintenance,graffiti,and other visually detracting elements of a designated area.Our approach emphasizes building relationships in the community to achieve compliance, We work collaboratively with property and business owners to address violations and any required corrective measures. We can incorporate principles of Crime Prevention Through Environmental Design(CPTED)to address concerns regarding lighting,visibility,and access. CODE ENFORCEMENT SUPERVISION AND MANAGEMENT CSG can provide interim staffing to oversee an agency's code enforcement personnel and day-to-day activities ensuring,for example,that procedures are followed,caseloads are managed effectively and that code enforcement officers work fairly and consistently with property owners and reporting parties. Our personnel are adept at serving as liaisons for code enforcement units when interacting with members of other departments. CSG Code Enforcement staff may be called upon to attend department meetings,committee meetings and County Council meetings as a code enforcement program progresses. They can also be available to assist code enforcement officers, law enforcement and other County staff as well as representatives of other agencies on field visits when needed. HOUSING INSPECTIONS Upon request, CSG will conduct inspections in response to complaints about substandard housing consistent with Health and Safety Code Section 17900. Services could include contacting property owners and tenants, conducting inspections, documenting violations, and monitoring repairs. DANGEROUS BUILDINGS AND PUBLIC NUISANCES CSG will assist the City and support the Building department in administering the Uniform Code for the Abatement of Dangerous Buildings and Nuisance Chapter of the Municipal Code, including the following services: Conduct preliminary investigations of conditions of property and make initial contact with tenants and property owners as appropriate, I Prepare courtesy notices and warning letters as appropriate; Conduct inspections and prepare documentation of violations, I Prepare inspection warrants, if necessary, in order to gain access to conduct inspections; Prepare "Compliance Orders"and"Notice and Orders," Organize appeal hearings if needed; 6 CSG=ONSULTANTS Conduct follow-up inspections to monitor compliance with "Compliance Orders'and"Notice and Orders;' ► Provide support to legal counsel including preparation of declarations and documentation suitable for submission to Court ► Make Court appearances as necessary;and ► Prepare documentation for recovery of costs through administrative penalties and recordation of liens. Appearing as expert witnesses HEARING OFFICER SERVICES If requested,CSG will assist the City with an on-call or designated Administrative Hearing Officer providing the following services: ► Conducting Administrative Hearings: CSG's Hearing Officer will preside over administrative hearings and ensure proper conduct during proceedings. CSG's Hearing Officer will hear all parties and review relevant evidence to determine an unbiased decision and/or recommendation based on the facts presented. ► Management of Procedural Issues: This includes ruling on motions, written appeals, and other related evidence. CSG's Hearing Officer also has the authority to administer oaths, receive testimony, and is committed to upholding due process while facilitating an impartial environment where all parties can fairly present their case. Records Management: CSG's Hearing Officer will maintain detailed records of oil proceedings, compiling all pertinent documents and evidence. Additionally, a transcript of the proceedings can be provided upon request. Issuing Decisions: After careful review of the evidence, information, and arguments presented during hearings, CSG's Hearing Officer will issue a written decision detailing the findings and a subsequent order and/or remedy to be executed. We have also provided council presentations and updates supporting the impactfuI work delivered within those communities. 7 C V CIA CONSULTANTS CSG SOQToTH-G-r H._ . Fee Schedule CODE ENFORCEMENT SERVICES CSG's fee schedule for its Code Enforcement services is provided in theta b I e below. Our hourly rates cover general overhead expenses such as mileage and most other equipment necessary to execute the job requirements. HOURLYPERSONNEL Code Enforcement Manager $205 Administrative Hearing Officer $180 Code Enforcement Supervisor $170 Senior Code Enforcement Officer $160 Code Enforcement Officer 11 $140 Code Enforcement Officer 1 $110 Overtime Rate(in excess of 8 hours per day) 1.5 x Hourly Rate NOTE.All hourly rates include overhead costs including,but not limited to,salaries,benefits, workers' compensation insurance, travel and office expenses. Overtime services and services provided outside of normal business hours will be billed at 1.5x the applicable hourly rate. "On Call"work performed outside of any regular assignments, will be billed on a four-hour minimum basis. On July 1 of each year following the contract start year, CSG will initiate a rate increase based on change in CPI for the applicable region. CSG will deliver an invoice every month for services rendered during the previous month. 10 CSG CONSULTANTS EXHIBIT B INSURANCE REQUIREMENTS #2121787v2 Prior to undertaking performance of work under this Agreement, Consultant shall maintain and shall require any subcontractors to obtain and maintain insurance as described below for the entire Term of this Agreement against claims for injuries to persons or damage to property which may arise from or in connection with services, products and materials supplied to City. Total cost of such insurance shall be borne by Consultant. MINIMUM SCOPE AND LIMIT OF INSURANCE 1. Commercial General Liability(CGL): Insurance Services Office Form CG 00 01covering CGL on an "occurrence" basis, including products and completed operations,property damage, bodily injury and personal & advertising injury with limits no less than$1,000,000 per occurrence and$2,000,000 aggregate. Required policy limits can be met with primary and umbrella/excess insurance policies. 2. Automobile Liability(AL): Insurance Services Office Form CA 00 01 covering Code 1 (any auto), with limits no less than$1,000,000 combined single limits. In the event Consultant does not maintain commercial automobile liability insurance, City will accept evidence of personal automobile insurance,provided that such policy is endorsed for business use and provides coverage with a minimum limit of$1,000,000. Required policy limits can be met with primary and umbrella/excess insurance policies. 3. Workers' Compensation (WC): as required by the State of California,with Statutory Limits, and Employer's Liability Insurance with limit of no less than $1,000,000 per accident,policy or employee, for bodily injury or disease. Coverage is not required if Consultant has no employees and signs request to waive such insurance. 4. Professional Liability(PL): with limits no less than$1,000,000 per occurrence or claim, and $2,000,000 aggregate. If Consultant maintains broader coverage and/or higher limits than the minimum requirements for each line of coverage shown above, City requires and shall be entitled to the broader coverage and/or the higher limits maintained by Consultant. Any available insurance proceeds in excess of the specified minimum Iimits of insurance and coverage shall be available to City. Other Insurance Provisions The above required insurance policies are to contain or be endorsed to contain the following provisions: 1. City, its City Council, its officers, officials, employees, agents, and volunteers are to be covered as additional insureds, under Consultant's CGL and AL policies, with respect to any liability arising out of work or operations performed by or on behalf of the Consultant including materials,parts, equipment, and personnel furnished in connection with such work or operations. 2. Consultant's Insurance company(ies) agrees to waive all rights of subrogation against City, its City Council, its officers, officials, employees, agents, and volunteers for losses paid under the terms of Consultant's CGL, AL, and WC policies which arise from work performed by Consultant under this Agreement. #2121787v2 3. For any claims related to this contract, Consultant's insurance coverage shall be primary and any insurance maintained by City, its City Council, its officers, officials, employees, agents, or volunteers shall not contribute with it. 4. A severability of interest provision must apply for all the additional insureds, ensuring that Consultant's insurance shall apply separately to each insured against whom a claim is made or suit is brought, except with respect to the insurer's limits of liability. 5. Insurance policies required herein shall provide that coverage shall not be canceled, suspended, voided, reduced in coverage or in limits,non-renewed by the carrier, or materially changed except after thirty(30)days prior written notice has been given to City. Ten(10) days prior written notice shall be provided to City for policy cancellation or non-renewal due to non- payment of premium. 6. Certificate Holder on each Evidence of Insurance certificate shall be: City of Santa Ana, Attention: Planning and Building Agency, 20 Civic Center Plaza, M-20, Santa Ana, CA 92701. The name and location of project must be included in the Description of Operations section of each certificate. Self-Insured Retentions Self-insured retentions must be declared to and approved by the City. The City may require the Consultant to purchase coverage with a lower retention or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention. Acceptability of Insurers Insurance is to be placed with insurers authorized to conduct business in the State of California with a current A.M. Best rating of no less than ANII, unless otherwise acceptable to City. Verification of Coverage Consultant shall furnish City with original Certificates of Insurance including all required amendatory endorsements(or copies of the applicable policy language effecting coverage required by this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing all policy endorsements before work begins. However, fail-Lire to obtain the required documents prior to the work beginning shall not waive Consultant's obligation to provide them. City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time. Special Risks or Circumstances City reserves the right to modify these requirements, including limits,based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances. #2121787v2 CSGCONS-01 JPERRY3 ACOROI` ATE(MMIDDIYYYY) P CERTIFICATE OF LIABILITY INSURANCE 121612024 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#OC36861 CONTACT Julia Perry Alliant Insurance Services,Inc. PHONE FAX 560 Mission St 6th FI AIC,Na,Ext):(925)280-4671 (A/C,No): San Francisco,CA 94105 A oRIL s:Julia.Perry@alliant.com INSURER 5 AFFORDING COVERAGE NAIC If INSURER A:United States Fire Insurance Company INSURED INSURER B:Nationwide Affinity Insurance Company of America 26093 CSG Consultants,Inc. INSURER C:North River Insurance Company 21105 550 Pilgrim Drive INSURER D:United States Fire Insurance Company 21113 Foster City,CA 94404 INSURER E:Pacific Insurance Company, Limited 10046 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, ILTR NSR TYPE OF INSURANCE ADDLSUBR POLICY NUMBER POLICY EFF POLICY EXP LIMITS A X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 1,000,000 CLAIMS-MADE OCCUR X 5432352732 12/412024 12/412025 pREIAGES Ea.Nc ED ce $ 300,000 MED EXP(Any one erson $ 10,000 PERSONAL&ADV INJURY $ 1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERALAGGREGATE $ 2,000,000 I HPOLICY�JE CT PRO- Fx-1 LOC PRODUCTS-COMP/OP AGG $ 2,000,000 OTHER: $ B AUTOMOBILE LIABILITY COAEaaBINEDSINGLE LIMIT ccident) $ 1,000,000 X ANY AUTO X 72APB010186 121412024 121412025 BODILY INJURY Perperson) $ OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY Per accident $ HIRED NON-OWNED PROPERTY DAMAGE AUTOS ONLY AUTOS ONLY Per accident $ C X UMBRELLA LIAB X OCCUR EACH OCCURRENCE $ 5,000,000 EXCESS LIAB CLAIMS-MADE 5821248132 12/4/2024 12/412025 AGGREGATE $ 5,000,000 DEO I X I RETENTION$ 10,000 D WORKERS COMPENSATION �( PER OTH- AND EMPLOYERS'LIABILITY YIN T E ANY PROPRIETORIPARTNERIEXECUTIVE 4087479726 1214I2024 12/4/2025 1,000,000 E.L.EACH ACCIDENT r (Mandatory In ER EXCLUDED? N 1 A $ 1,000,000 (Mandatory in and E.L.DISEASE EA EMPLOYE If yes,describe under DESCRIPTION OF OPERATIONS below I E.L.DISEASE-POLICY LIMIT $ 1,000,000 E Professional Liab 83 OH 0489503-24 12/4/2024 1214/2025 1 Ea ClaimlAgg 5,000,000 DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (ACORD 101.Additional Remarks Schedule,may be attached if more space is required) 30-day Notice of Cancellation applies to the Auto Liability policy,form to follow, Re:Consultant Agreement for Municipal Plan Check Services City of Santa Ana,officers,agents,employees,and volunteers are named as additionally insured on this policy pursuant to written contract,agreement,or memorandum of Understanding.Such insurance as is afforded by this policy shall be primary,and any insurance carried by City shall be excess and noncontributory per general liability and automobile liability per attached endorsements. 30 Day Notice of Cancellation on Professional Liability per attached. APPROVED_ CERTIFICATE HOLDER CANCELLATION By Cynthia Mora at 8:50 am, Dec 13, 2024 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE City of Santa Ana THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN Risk Management Division ACCORDANCE WITH THE POLICY PROVISIONS. 20 Civic Center Plaza,4th Floor Santa Ana,CA 92701 AUTHORIZED REPRESENTATIVE ACORD 25(2016103) OO 1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD Policy: 72AP13010186 M-5876(05/2016) THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. BLANKET ADDITIONAL INSURED ENDORSEMENT This endorsement modifies insurance provided under the following: BUSINESS AUTO COVERAGE FORM GARAGE COVERAGE FORM TRUCKERS COVERAGE FORM In consideration of payment of the additional premium listed below,LIABILITY COVERAGE is extended to any person or organization you are required to add to this policy as an additional insured In a written agreement between you and the additional insured that Is executed prior to the"accident"provided that: 1) such insurance applies only to the ownership, maintenance or use of a covered auto; and 2) such insurance applies only to acts or omissions by you, your agents or your"employees"while such covered auto is being used in your business; and 3) such insurance does not apply to the acts or omissions of the additional insured or any of the additional insured's agents or"employees"other than you; and 4) such insurance does not apply If the additional insured is subject to motor carrier insurance requirements and is not Insured for hired"autos"under an"auto"liability insurance form that insures on a primary basis the owners of the"autos"and their agents and"employees"while the"autos"are being used exclusively in the additional insured's business and pursuant to operating rights granted to the additional insured by a public authority;and a) such inclusion of additional insured shall not increase our limit of liability under this policy, All other terms, conditions and agreements remain unchanged, Additional Premium: Company Name Policy!Number Endorsement Effective Named Insured Countersigned by (Authorized Representative) (The Attaching Clause need be completed only when this endorsement Is issued subsequent to preparation of the policy.) M-5876(0512016) Policy: 5432352732 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. GENERAL LIABILITY ENHANCEMENT ENDORSEMENT This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART SCHEDULE 1. Expected Or Intended Injury 14. Newly Acquired Organizations 2. Amended Defense Coverage For Indemnitees 15. Additional Insureds By Written Contract 3. Non-Owned Watercraft 16 Additional Insured —Lessors of Leased Equipment Additional Insured —State Or Governmental 4. Non-Owned Aircraft 17. Agency Or Subdivision Or Political Subdivision --Permits Or Authorizations 5 Property Damage Liability--Borrowed 18. Additional Insured —Vendors Equipment 6. Property Damage Liability—Elevators 19. Broad Knowledge 1 Notice Of Occurrence 7. Damage To Premises Rented To You 20 Waiver Of Transfer Of Rights of Recovery Against Others To Us $ Contractual Liability For Personal And 21. Unintentional Failure To Disclose Hazards Advertising Injury 9, Medical Payments 22. Mental Anguish, Mental Injury Or Humiliation 10. Supplementary Payments 23. Mobile Equipment 11. Broad Form Named Insured 24. Waiver Of Sovereign Immunity 12. Fellow Employee Coverage 25. Liberalization Clause 13. Incidental Medical Malpractice Liability 26. Application Of This Endorsement FM 101.0.1206 01 11 Page 1 of 10 Includes copyrighted material of Insurance Service Office, Inc.with its permission. Policy: 5432352732 1. Expected Or Intended Injury Exclusion a. Expected Or Intended Injury under Section I -Coverage A- Bodily Injury And Property Damage Liability is hereby deleted and replaced by the following: "Bodily injury"or"property damage"expected or intended from the standpoint of the insured. This exclusion does not apply to "bodily injury"or"property damage"resulting from the use of reasonable force to protect persons or property. 2. Amended Defense Coverage For Indemnitees Supplementary Payments-Coverages A and B is amended as follows: Paragraph 2.d.under Section I-Supplementary Payments - Coverages A and B is hereby deleted. Paragraph 2.e. under Section I --Supplementary Payments -- Coverages Aand B is hereby deleted and replaced by the following: The indemnitee and the insured ask us to conduct and control the defense of that indemnitee against such "suit". In the event we agree a conflict exists between the interests of the insured and the interests of the indemnitee, we will select and assign separate defense counsel for the indemnitee and pay reasonable attorney fees and necessary litigation expenses; and 3. Non-Owned Watercraft Paragraph (2)(a)of Exclusion g.Aircraft,Auto Or Watercraft under Section I--Coverage A-- Bodily Injury And Property Damage Liability is hereby deleted and replaced by the following: (a)Less than 55 feet in overall length; and 4. Non-Owned Aircraft Exclusion g.Aircraft,Auto Or Watercraft under Section I- Coverage A-Bodily Injury And Property Damage Liability does not apply to an aircraft, in which you have no ownership interest, provided: a. It is: (1) Loaned to; (2) Rented by; or (3) Hired or chartered by the insured with a paid and licensed crew; b. It is not being used to carry persons or property for a charge; and FM 101.0.1206 01 11 Page 2 of 10 Includes copyrighted material of Insurance Service Office, Inc.with its permission. Policy: 5432352732 c. The pilot in command holds a currently effective license, issued by the duly constituted authority of the United States of America or Canada, designating him or her as a commercial airline pilot for the particular aircraft being flown. 5. Property Damage liability—Borrowed Equipment Paragraph (4)of Exclusion j. Damage To Property under Section I —Coverage A—Bodily Injury And Property Damage Liability is amended to include the following: This exclusion does not apply to equipment which you borrow from a person or entity, other than an Insured, unless the"property damaged'occurs while such equipment is being used by an insured at a job site. Subject to all terms of Section III—Limits Of Insurance, the maximum limit in any one "occurrence"is $25,000 subject to an annual aggregate of$50,000 for all 'occurrences". The insurance provided by this exception to Exclusion j.(4) as setforth in Paragraph 5.of this General Liability Enhancement Endorsement is excess over any other valid and collectible insurance available to the insured whether primary, excess (other than insurance written to apply specifically in excess of this policy), contingent or any other basis,that would also apply to the loss covered under this provision. 6. Property Damage Liability— Elevators Exclusion j. Damage To Property under Section I — Coverage A—Bodily Injury And Property Damage Liability is amended to include the following: Paragraphs(3)and (4) of this exclusion do not apply to liability arising out of the use of elevators. The insurance provided by this exception to Exclusions j.(3)and j.(4) as set forth in Paragraph 6.of this General Liability Enhancement Endorsement is excess over any other valid and collectible insurance available to the insured whether primary, excess (other than insurance written to apply specifically in excess of this policy), contingent or any other basis, that would also apply to the loss covered under this provision. 7. Damage To Premises Rented To You a. The last paragraph of 2.Exclusions under Section I — Coverage A— Bodily Injury And Property Damage Liability is hereby deleted and replaced by the following: (1) With respect to damage by fire to premises while rented to you or temporarily occupied by you with permission of the owner, Exclusions c. through n., do not apply. (2) With respect to damage by other than fire to premises while rented to you or temporarily occupied by you with permission of the owner, Exclusions c. through n., except for Exclusion E, do not apply unless the damage arises out of"your work". A separate limit of insurance applies to the coverage set forth in (1) and (2) above as FM 101.0.1206 01 11 Page 3 of 10 Includes copyrighted material of Insurance Service Office, Inc. with its permission. Policy: 5432352732 described in Section III -Limits Of Insurance. b. Section III-Limits Of Insurance is amended by deleting Paragraph 6.and replacing it with the following., 6. Subject to Paragraph 5. above,the Damage To Premises Rented To You Limit is the most we will pay under Coverage A 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. The Damage To Premises Rented To You Limit is the amount set forth in the Declarations or$300,000,whichever is greater. 8. Contractual Liability For Personal And Advertising Injury Exclusion e.Contractual Liability under Section I-Coverage B - Personal And Advertising Injury Liability Is amended to add the following after the last sentence: This exclusion also does not apply to that part of any contract or agreement pertaining to your business under which you assume the"tort liability"of another party to pay for "personal and advertising injury"to a third party or organization, provided the"personal and advertising injury"offense occurs subsequent to the execution of the contract or agreement. For the purposes of this provision, "tort liability"means a liability that would be imposed by law in the absence of any contract or agreement. 9. Medical Payments Section I -Coverage C - Medical Payments is amended to include the following only if Coverage C -Medical Payments is not otherwise excluded from this coverage part: The Medical Payments Limit is changed to the greater of: a. $15,000; or b. The Medical Expense Limit shown in the Declarations of this coverage part. Paragraph 1.a.(3)(b) under Section I -Coverage C - Medical Payments is hereby deleted and replaced by the following: The expenses are incurred and reported to us within three years of the date of the accident; and 10. Supplementary Payments Supplementary Payments - Coverages A and B under Section I-Coverages is amended as follows: a. The bail bonds limit shown in Paragraph 1.b. is increased from $250 to $2,500. b. The actual loss of earnings limit shown in Paragraph 'I.d. is increased from $250 to $1,000. FM 101.0.1206 01 11 Page 4 of 10 Includes copyrighted material of Insurance Service Office, Inc.with its permission. Policy: 5432352732 11. Broad Form Named Insured Paragraph 1.d. under Section II—Who Is An Insured is amended to include the following: If you are an organization other than a partnership, limited liability company or joint venture, any of you rsubsidiary companies or any company over which you exercise control and actively manage will qualify as an insured only if other valid and collectible insurance does not apply. 12. Fellow Employee Coverage Paragraph 2.a. (1)(a) under Section II—Who Is An Insured is hereby deleted. 13. Incidental Medical Malpractice Liability Paragraph 2.a. (1)(d)under Section II—Who is An Insured does not apply to "employees" who are employed as nurses or other"employees", excluding physicians and medical doctors, who provide incidental health care services within the scope of their employment by you. 14. Newly Acquired Organizations Paragraph 3.a. under Section II —Who Is An Insured is hereby deleted and replaced by the following: a. Coverage under this provision is afforded only until the end of the policy period. 15. Additional Insureds By Written Contract Section II —Who Is An Insured is amended to include as an additional insured, any person or organization whom you are required to add as an additional insured to this policy by written contractor written agreement that is: a. Currently in effect or becoming effective during the term of this policy; and b. Executed prior to the"bodily injury", "property damage"or"personal and advertising injury" 1.The insurance provided to the additional insured applies as follows: (a) That person or organization is only an additional insured with respect to liability for"bodily injury", "property damage"or"personal and advertising injury"caused by your negligent acts or omissions at or from: (i) Premises you own, rent, lease or occupy; or (ii) Your ongoing operations performed for the additional insured at the jobsite indicated by the written contract or written agreement. (b) The limits of insurance applicable to the additional insured are those specified in the FM 101.0.1206 01 11 Page 5 of 10 Includes copyrighted material of Insurance Service Office, Inc.with its permission. Policy: 5432352732 written contract or written agreement or in the Declarations of this policy,whichever are less. These limits of insurance are inclusive of, and not in addition to, the limits of insurance shown in the Declarations of this policy. 2. If the additional insured is an architect, engineer or surveyor,the insurance provided to the additional insured does not apply to "bodily injury", "property damage"or "'personal and advertising injury"caused by: (a) The rendering of or failure to render any professional services including preparing, approving or failing to prepare or approve maps, drawings, opinions, reports, surveys, change orders, designs or specifications; or (b) Any supervisory, inspection or engineering services. 3. With respect to the insurance afforded these additional insured(s), the following additional exclusion applies: This insurance does not apply to "bodily injury", "property damage"or"personal and advertising injury": (a) Occurring after all work (including materials, parts or equipment furnished in connection with such work)on the project(other than service, maintenance or repairs)to be performed by or on behalf of the additional insured(s) at the location of the covered operations has been completed; or (b) Occurring after 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 part of the same project. Paragraph a. Primary Insurance of Condition 4. Other Insurance under Section IV— Commercial General Liability Conditions is amended by the addition of the following: Regardless of whether other insurance is maintained by an additional insured on a primary basis, the coverage provided by Paragraph 15.of the General Liability Enhancement Endorsement will be primary to and noncontributing with other insurance maintained by the additional insured if the written contract between you and the additional Insured specifically requires that this insurance be primary. 16. AddMonal Insured—Lessors Of Leased Equipment Section ll —Who Is An Insured is amended to include as an additional insured any person or organization from whom you lease equipment and with whom you have agreed to add as an additional insured to this policy by written contract or written agreement but only with respect to "bodily injury", "property damage"or"personal and advertising Injury"caused, in whole or in part, by your maintenance, operation or use of the equipment leased to you by such person or organization. With respect to the insurance afforded to these additional insured(s), this insurance does not apply to any"occurrence"which takes place after the equipment lease expires or is FM 101.0.1206 01 11 Page 6 of 10 Includes copyrighted material of Insurance Service Office, Inc. with its permission. Policy: 5432352732 terminated. 17. Additional Insured-State Or Governmental Agency Or Subdivision Or Political Subdivision- Permits Or Authorizations Section 11 -Who Is An Insured is amended to include as an additional insured any state or governmental agency or subdivision or political subdivision which has issued a permit or authorization to you. a. This applies only with respect to operations performed by you or on your behalf for which the state or governmental agency or subdivision or political subdivision has issued a permit or authorization. b. This insurance does not apply to: (1) 'Bodily injury", "property damage"or"personal and advertising injury"arising out of operations performed for the state or governmental agency or subdivision or political subdivision; or (2) 'Bodily Injury"or"property damage"included within the"products completed operations hazard". 18. Additional Insured-Vendors Section 11 -Who Is An Insured is amended to include as an additional insured any person or organization (referred to below as vendor)whom you have agreed to add as an additional insured to this policy by written contract or written agreement butonlywith respect to"bodily injury"or"property damage"arising out of"your products"which are distributed orsold in the regular course of the vendor's business,subject to the following additional exclusions: 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 FM 101.0.1206 01 11 Page 7 of 10 Includes copyrighted material of Insurance Service Office, Inc.with its permission. Policy: S432352732 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 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.orL; 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. This insurance does not apply to any insured person or organization, from whom or which you have acquired such products, or any ingredient, part or container, entering into, accompanying or containing such products. The coverage afforded the additional insured under this provision will be excess over any valid and collectible insurance available to the additional insured as an additional insured under a policy issued to a manufacturer or distributor for products manufactured, sold, handled or distributed unless you require that this insurance be primary and non- contributory. 19. Broad Knowledge 1 Notice Of Occurrence Section IV— Commercial General Liability Conditions is amended to include the following: The requirement in Condition 2.a.,which states that you must see to it that we are notified of any"occurrence"or offense, applies only when the"occurrence"or offense is known to: 1. You, if you are an individual; 2. A partner, if you are a partnership; 3. A member, if you are a joint venture; 4. An "executive officer", manager or supervisor if you are a corporation; or 5. A member, if you are a limited liability company. The requirement in Condition 2.b.,which states that you must see to it that we receive notice of a claim or"suit", will not be considered breached unless the breach occurs after such claim or"suit" is known to: 1. You, if you are an individual; 2. A partner, if you are a partnership; 3. A member, if you are a joint venture; 4. An "executive officer", manager or supervisor if you are a corporation; or 5. A member, if you are a limited liability company. If you report an accident to your Workers Compensation insurance carrier which later develops into a claim or"suit"for a liability"occurrence"for coverage which is provided by FM 101.0.1206 01 11 Page 8 of 10 Includes copyrighted material of Insurance Service Office, Inc. with its permission. Policy: 5432352732 this policy, failure to report such 'occurrence"to us at the time of the accident shall not be a violation of the notification of loss condition (Condition 2. Duties In The Event Of Occurrence, Offense, Claim Or Suit under Section IV—Commercial General Liability Conditions) contained in this policy. It is agreed, however, that you shall give notification of such claim or"suit"to us as soon as you are made aware of the fact that the particular accident has developed into a claim or"suit". 20. Waiver Of Transfer Of Rights Of Recovery Against Others To Us Condition 8. Transfer Of Rights Of Recovery Against Others To Us under Section IV— Commercial General Liability Conditions is amended to include the following: We waive any right of recovery we may have against a person or organization because of payments we make for injury or damage arising out of your ongoing operations or"your work"done under a contract with that person or organization and included in the"products- completed operations hazard"when you have waived such right of recovery under a written contract with that person or organization. Such written contract must be: a. Currently in effect or becoming effective during the term of this policy; and b. Executed prior to the"bodily injury", "property damage"or"personal and advertising injury". Alternatively,the written contract may be executed after the"bodily injury", "property damage"or"personal and advertising injury"but only if. (I) The terms and conditions of the written contract or written agreement had been agreed upon prior to the"bodily injury", "property damage"or"personal and advertising injury"; and (K)The insured can definitively establish that the terms and conditions of the written contract or written agreement ultimately executed are the same as those which had been agreed upon prior to the"bodily injury", "property damage"or"personal and advertising injury". 21. Unintentional Failure To Disclose Hazards Section IV—Commercial General Liability Conditions is amended to include the following: 9. Unintentional Failure To Disclose Hazards Your unintentional failure to disclose all hazards or prior"occurrences"existing as of the inception date of this policy shall not prejudice the coverage afforded by this policy. 22. Mental Anguish, Mental Injury Or Humiliation The definition of"bodily injury" in Paragraph 3.under Section V— Definitions is hereby deleted and replaced by the following: "Bodily injury"means bodily injury, sickness or disease sustained by a person, including FM 101.0.1206 0111 Page 9 of 10 Includes copyrighted material of Insurance Service Office, Inc. with its permission. Policy: 5432352732 mental anguish, mental injury, humiliation or death resulting from any of these at any time. 23. Mobile Equipment Paragraph 12.under Section V- Definitions is amended to include the following: Paragraph f.(1)does not apply to self-propelled vehicles of less than 1,000 pounds gross vehicle weight. 24. Waiver Of Sovereign Immunity The following provision applies if you are a"governmental entity"or we have added a "governmental entity"to your policy as an additional insured, and the"governmental entity" requires us to obtain permission prior to asserting a defense involving governmental immunity or the jurisdiction of the tribunal over the"governmental entity": We shall not raise any defense involving, in any way, the jurisdiction of the tribunal over the"governmental entity",the immunity of the"governmental entity"or its commissioners, officers, agents or employees,the governmental nature of such entity, or the provisions of any statutes respecting suits against the"governmental entity" without first obtaining express advance permission from the designated representative of the"governmental entity". Application of this provision shall not subject us to liability for any portion of a claim or judgment in excess of the applicable limit of insurance. For the purposes of this provision, "governmental entity"means a state, county, district, municipality, town, township, borough, parish,village, or other political subdivision or governmental agency or subdivision. 25. Liberalization Clause If we adopt a change in the coverage form, CG 00 01, which broadens coverage without an additional premium charge, the broader coverage will apply to this policy on the effective date of approval in the state shown in the Named Insured's address in the Declarations of this policy. 26. Application Of This Endorsement The coverage enhancements provided by this endorsement apply to the Commercial General Liability Coverage Part. If your policy includes other endorsements in addition to this General Liability Enhancement Endorsement, and there is a conflict between any of the terms of such endorsement(s) and this General Liability Enhancement Endorsement, the terms of the other endorsement(s) shall be given priority and control over the terms set forth in this General Liability Enhancement Endorsement, even if the terms of such other endorsement(s) have the effect of limiting, excluding or reducing the coverage provided under this General Liability Enhancement Endorsement. All other terms and conditions remain unchanged. FM 101.0.1206 01 11 Page 10 of 10 Includes copyrighted material of Insurance Service Office, Inc.with its permission. THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. THIRD-PARTY NOTICE OF CANCELLATION OR NONRENEWAL Th[s e❑d❑rse❑eOt ❑Cdiiias ®suraClc;e pr❑Cded under the RE1101 ❑❑ C❑MM❑RC®L ❑❑❑❑R❑L L®❑ArTn C❑OUR❑❑❑ PORT SCHEDULE First Named Insured: CS❑ CDO5ulta[1S0Nb❑ Policy Number: ❑❑❑❑❑❑❑❑❑❑ Policy Period: ❑❑m❑❑❑— ❑❑1 imou❑ Endorsement Effective Date: Number of Days' Notice -Nonpayment of Premium: 30 Number of Days' Notice-All Other Reasons: 10 Name And Mailing Address/Email Address of Third Party: Per attached schedule ®❑e ca❑cel Or 000reCia❑ this PLACED❑e ❑EU ❑adEe❑aWET Other❑fse deln�)r ❑EtMe ❑❑caEbellat®❑IT ❑❑EIe❑e❑al t❑the Thod Partash❑❑❑®the Schedule a0❑L-0 at the address sh❑❑❑❑❑cOp❑❑ahe thn-d[part❑❑OtiWat®❑[]m als❑ ne ❑allbd Or delfffiared t❑the amt ❑a❑ed ®sured❑ The ❑®®u❑ Cu❑[:)Br LI❑dao� pry-t❑the ca❑cellatHEI EIr ❑❑❑-e❑e❑al that the ❑Ot[Ce 11117 ❑e ❑a[lbd or deln�red [s sh❑❑❑®the Schedule a❑❑[a❑ ❑II Ctherter❑s aDJ c❑❑dME:s re❑a❑]uEbha❑Clod❑ Ml 02 051 10 18 Page 1 of 1 mbludes cupLrEhted ❑aterral ❑❑f j3uraD�e Series ❑dMeLff-bM ❑Ith [fsper❑[ss®❑❑ Policy: 4087479726 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY NOVICE Off' CANCELLATION FOR CERTIFICATE HOLDERS This endorsement modifies insurance provided under this policy. SCHEDULE Name of Person(s) 1 Organization(s) Email Address Per attached schedule A. If we cancel this policy for any reason other than nonpayment of premium, we will endeavor to provide notice of such cancellation by electronic mail to any person or organization shown in the schedule above or set forth in a list provided to us by the First Named Insured, subject to the following conditions: 1. The schedule or list shall only contain the names and e-mail addresses of persons or organizations: (a) that have been sent a certificate of insurance; and (b) that you are required to notify in the event of a cancellation of the policy. 2. You must send us a written request to provide such notice as soon as possible after the First Named Insured shown in the Declarations receives notice from us of the cancellation of this policy; 3. We must receive such written request no later than 15 days after the date the notice of cancellation was sent by us to the First Named Insured; and 4. You must provide us with accurate e-mail addresses for all persons and organizations on the schedule and list. B. We will endeavor to maintain proof of e-mailing the electronic notification described in Paragraph A.of this endorsement, but we are not obligated to do so. C. Our delivery of notification of cancellation described in Paragraphs A. of this endorsement is intended as a courtesy only. We have no obligation to do so, nor do we have an obligation to provide such notification within the timeframe that you may have agreed upon with the certificate holder. Our failure to provide such notification will not: 1. Extend the Policy cancellation date; 2. Negate the cancellation as to any insured or any certificate holder; or 3. Provide any additional insurance that would not have been provided in the absence of this endorsement. D. We are not responsible for the accuracy, integrity, timeliness or validity of information contained in the schedule above or the list provided to us described in Paragraphs A. of this endorsement. All other terms and conditions of this policy remain unchanged. FM 303.0.22 04 11 Page 1 of 1 WORKERS COMPENSATION AND EMPLOYERS LIABILITY INSURANCE POLICY WC 04 03 06 (Ed.04-84) WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT—CALIFORNIA 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 %of the California workers'compensation premium otherwise due on such remuneration. Schedule Person or Organization Job Description Any person or organization with whom or with which you have agreed See wording under Person or Organization in a written contract to waive your right of recovery against,provided such written contract; 1. is currently in effect or will be come effective during the term of this policy;and 2. was executed and became effective prior to the occurrence of the injury covered by this policy. This form only applies in CA. This endorsement changes the policy to which It Is attached and is effective on the date Issued unless otherwise stated. Endorsement Effective Policy No.4087479726 Endorsement No. Insured Insurance Company Countersigned By CSGCONS-01NCHANNAPPA DATE (MM/DD/YYYY) CERTIFICATE OF LIABILITY INSURANCE 12/24/2025 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). CONTACT License # 0C36861 Christine Spangler PRODUCER NAME: PHONEFAX Alliant Insurance Services, Inc. (628) 502-2841 (A/C, No, Ext):(A/C, No): 560 Mission St 6th Fl E-MAIL christine.spangler@alliant.com San Francisco, CA 94105 ADDRESS: INSURER(S) AFFORDING COVERAGENAIC # Travelers Indemnity Company of Connecticut 25682 INSURER A : INSURED Travelers Property Casualty Company of America 25674 INSURER B : Pacific Insurance Company, Limited10046 INSURER C : CSG Consultants, Inc. 550 Pilgrim Drive INSURER D : Foster City, CA 94404 INSURER E : INSURER F : COVERAGESCERTIFICATE NUMBER:REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSRADDLSUBRPOLICY EFFPOLICY EXP TYPE OF INSURANCEPOLICY NUMBERLIMITS LTRINSDWVD(MM/DD/YYYY)(MM/DD/YYYY) 1,000,000 A COMMERCIAL GENERAL LIABILITY X EACH OCCURRENCE$ DAMAGE TO RENTED 300,000 CLAIMS-MADEOCCUR X 660-C130387912/10/202512/10/2026 $ PREMISES (Ea occurrence) X 5,000 MED EXP (Any one person)$ 1,000,000 PERSONAL & ADV INJURY$ 2,000,000 GEN'L AGGREGATE LIMIT APPLIES PER:GENERAL AGGREGATE$ PRO- 2,000,000 X POLICYLOC PRODUCTS - COMP/OP AGG$ JECT OTHER:$ COMBINED SINGLE LIMIT 1,000,000 B AUTOMOBILE LIABILITY $ (Ea accident) X ANY AUTO 810-C130658112/10/202512/10/2026 BODILY INJURY (Per person)$ X OWNEDSCHEDULED AUTOS ONLYAUTOSBODILY INJURY (Per accident)$ PROPERTY DAMAGE HIREDNON-OWNED (Per accident)$ AUTOS ONLYAUTOS ONLY $ 5,000,000 B XX UMBRELLA LIABOCCUR EACH OCCURRENCE$ CUP-C139057712/10/202512/10/2026 5,000,000 EXCESS LIABCLAIMS-MADE AGGREGATE$ 0 X DEDRETENTION$ $ PEROTH- WORKERS COMPENSATION B X STATUTEER AND EMPLOYERS' LIABILITY Y / N UB-C138878A12/10/202512/10/2026 1,000,000 ANY PROPRIETOR/PARTNER/EXECUTIVE E.L. EACH ACCIDENT$ N / A OFFICER/MEMBER EXCLUDED? 1,000,000 (Mandatory in NH) E.L. DISEASE - EA EMPLOYEE$ If yes, describe under 1,000,000 DESCRIPTION OF OPERATIONS belowE.L. DISEASE - POLICY LIMIT$ Professional Liabili83OH0489503-2512/10/202512/10/2026 Ea Claim/Agg5,000,000 C 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 named as additionally insured on this policy pursuant to written contract, agreement, or memorandum of understanding. Such insurance as is afforded by this policy shall be primary, and any insurance carried by City shall be excess and noncontributory per general liability and automobile liability per attached endorsements. 30 Day Notice of Cancellation applies. Ejhjubmmz!tjhofe!cz! Uv!Usbo! Uv!Usbo!Ohvzfo! Ebuf;!3137/12/16! 21;54;31!.19(11( Ohvzfo CzUvUsboOhvzfobu21;53bn-Kbo16-3137 CERTIFICATE HOLDERCANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN City of Santa Ana ACCORDANCE WITH THE POLICY PROVISIONS. Planning and Building Agency 20 Civic Center Plaza, M-20 AUTHORIZED REPRESENTATIVE Santa Ana, CA 92701 ACORD 25 (2016/03)© 1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD th\[L/ b a.9wʹ ЏЏЉΏ/ЊЌЉЌБАВ Policy Number: 660-C1303879 PRIMARY AND NONCONTRIBUTORY – OTHER INSURANCE CONDITION !Qpmjdz!Ovncfs;!771.D241498: Qpmjdz!Ovncfs!;!921.D2417692 Qpmjdz!Ovncfs!;!921.D2417692 ЊЋΉЊЉΉЋЉЋЎ