HomeMy WebLinkAboutBPR CONSULTING GROUP (3) #NSURAti,'CF ON FFE
,�O , PP FD A-2026-040-02
0TY CLERK
DATE: MAY 11 2026
n.VbA 0) AGREEMENT TO PROVIDE ON-CALL
FrIlrlunitvi i(CM10,2) BUILDING SAFETY INSPECTION SERVICES
THIS AGREEMENT is made and entered into this 7th day of April, 2026 by and
between BPR Consulting Group ("Consultant"), and the City of Santa Ana, a charter city
and municipal corporation organized and existing under the Constitution and laws of the
State of California("City").
RECITALS
A. On November 14, 2025, the City issued Request for Qualification No. 25-130, by which it
sought Consultants to provide on-call building safety consultant services for the Planning
and Building Agency of the City of Santa Ana.
B. The scope of work may include any and all work efforts related to City projects to provide
Plan Check and Building Inspection services and customer assistance for the City of Santa
Ana. The intent is to minimize response time and improve customer services by
supplementing in-house staff with consulting services on an as-needed basis.
C. Consultant submitted a responsive proposal that was among those selected by the City.
Consultant represents that it is able and willing to provide the services described in the
scope of work that was included in RFQ No. 25-130 and attached hereto as Exhibit A.
D. Consultant has been selected as one of the fifteen (15) vendors which qualified for this
engagement. Only those consultants approved by the City Council on April 7, 2026
shall be eligible to be engaged by the City for these services.
E. 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 contracting 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
a. On an as-needed basis, and at the sole discretion of City, Consultant shall perform
the services that are described in Exhibit A,attached and incorporated by reference
as though fully set forth herein.
2. COMPENSATION
a. As Consultant is one of fifteen (15) selected vendors selected by the City, City
neither warrants nor guarantees any minimum or maximum compensation to
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Consultant under this Agreement. Consultant shall be paid only for actual services
performed under this Agreement at the rates and charges identified in Exhibit A.
The total amount to be expended during the term of this Agreement, as approved
by Council amongst the fifteen(15) selected vendors, shall not exceed Four Million
Nine Hundred Thousand Dollars and Zero Cents ($4,900,000).
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 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 May 17, 2026 and continue for a one (1) year term
until May 16, 2027 with the option for the City to grant up to two (2) one (1) year extension(s),
exercisable by a writing by the City Manager and the City Attorney, unless terminated earlier in
accordance with Section 16, below.
4. INDEPENDENT CONTRACTOR
Consultant shall, during the entire term of this Agreement, be construed to be an
independent contractor and not an employee of the City. This Agreement is not intended nor shall
it be construed to create an employer-employee relationship, a joint venture relationship, or to
allow the City to exercise discretion or control over the professional manner in which Consultant
performs the services which are the subject matter of this Agreement; however, the services to be
provided by Consultant shall be provided in a manner consistent with all applicable standards and
regulations governing such services. Consultant shall pay all salaries and wages, employer's social
security taxes, unemployment insurance and similar taxes relating to employees and shall be
responsible for all applicable withholding taxes.
5. OWNERSHIP OF MATERIALS
This Agreement creates a non-exclusive and perpetual license for City to copy, use,
modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property
embodied in plans, specifications, studies, drawings, estimates, and other documents or works of
authorship fixed in any tangible medium of expression, including but not limited to, physical
drawings or data magnetically or otherwise recorded on computer diskettes,which are prepared or
caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant
shall require all 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.
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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 Exhibit B.
7. INDEMNIFICATION
Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers,
agents, employees,consultants, special counsel, and representatives from liability: (1) for personal
injury, damages,just compensation, restitution,judicial or equitable relief arising out of claims for
personal injury, including death, and claims for property damage, which may arise from the
negligent operations of the Consultant or its Consultants, subcontractors, agents, employees, or
other persons acting on their 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 of, pertain to, or relate to the negligence, recklessness, or willful
misconduct of the Consultant.
8. INTELLECTUAL PROPERTY INDEMNIFICATION
Consultant shall defend, indemnify and hold harmless the City, its officers, agents,
representatives, and employees against any and all liability, including costs, and attorney's fees,
for infringement of any United States' letters patent,trademark, or copyright 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
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the costs incurred under this Agreement and any services, expenditures, and disbursements
charged to the City for a minimum period of three (3) years, or for any longer period required by
law, from the date of final payment to Consultant under this Agreement. All such records and
invoices shall be clearly identifiable. Consultant shall allow a representative of the City to
examine, audit, and make transcripts or copies of such records and any other documents created
pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all
work, data, documents, proceedings, and activities related to this Agreement for a period of three
(3) years from the date of final payment to Consultant under this Agreement.
10. CONFIDENTIALITY
If Consultant receives from the City information which due to the nature of such
information is reasonably understood to be confidential and/or proprietary, Consultant agrees that
it shall not use or disclose such information except in the performance of this Agreement, and
further agrees to exercise the same degree of care it uses to protect its own information of like
importance, but in no event less than reasonable care. "Confidential Information"shall include all
nonpublic information. Confidential information includes not only written information, but also
information transferred orally, visually, electronically, or by other means. Confidential
information disclosed to either party by any subsidiary and/or agent of the other party is covered
by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any
information that(a)has been disclosed in publicly available sources; (b)is, through no fault of the
Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant
without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or(e)
is independently developed by the Consultant without reference to information disclosed by the
City.
11. CONFLICT OF INTEREST CLAUSE
Consultant covenants that it presently has no interest and shall not have interests, direct or
indirect, which would conflict in any manner with performance of services.
12. 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
Executive Director
Planning and Building Agency
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City of Santa Ana
20 Civic Center Plaza (M-21)
P.O. Box 1988
Santa Ana, CA 92702
Email: PBAAdmin@santa-ana.org
To Consultant: BPR Consulting Group
Attn: Ron Beehler, Director of Client Services
2930 Inland Empire Boulevard, Suite 115
Ontario, CA 91764
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.
13. EXCLUSIVITY AND AMENDMENT
This Agreement represents the complete and exclusive statement between the City and
Consultant regarding the subject matter herein, 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 terns 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 are 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. WAIVER
No waiver of breach, failure of any condition, or any right or remedy contained in or
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granted by the provisions of this Agreement shall be effective unless it is in writing and signed by
the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or
remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not
similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies.
16. 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 completed as of such date, and in such case
such work product shall be the property of the City unless prohibited by law, and
Consultant consents to the City's use thereof for such purposes as the City deems
appropriate.
b. Payment need not be made for work which fails to meet the standard of
performance specified in the Recitals of this Agreement.
17. 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.
18. 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.
19. 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
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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.
20. MISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature herein below has the
power, authority and right to bind their respective parties to each of the terms of
this Agreement, and shall indemnify City fully, including reasonable costs and
attorney's fees, for any injuries or damages to City in the event that such authority
or power is not, in fact, held by the signatory or is withdrawn.
b. All exhibits referenced herein and attached hereto shall be incorporated as if fully
set forth in the body of this Agreement.
IN WITNESS WHEREOF,the parties hereto have executed this Agreement the date and year first
above written.
ATTEST; CITY O SANTA A
lX�l�'
NN L ALVARO NUTVEZ
City Clerk City Manager
APPROVED TO FORM CONSULTANT
SONIA R. CARVALHO
City Attorney
By:
ZUSSAM.ACROSTHI —WAITE Ron Beehler
Senior Assistant City Attorney Director of Client Services
RECOMMENDED FOR APPROVAL
ALI PEZESHKPOUR
Executive Director
Planning and Building Agency
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EXHIBIT A
SCOPE OF SERVICES AND FEES
General Description
The Planning and Building Agency's Building Safety Division of the City of Santa Ana foresees
the submittal of many construction projects in the near future resulting from the adoption of new
specific plans, sustained economic and market interest in the community, and the pending
Zoning Code Update. Therefore, the City is seeking the services of professional consultants to
support the efforts of City staff in the area of Building Safety Services that include Plan Check
Services, Inspection Services, and Technical Services.
Scope of Services
A. Plan Review Services
Consultant shall perform the following services for each assigned building plan review.
1. Detailed review of the mechanical, plumbing, electrical and building (architectural and
structural) plans. Review supporting documents for industrial, commercial, residential
and public buildings and determine compliance with applicable building standards as
related to existing and proposed buildings.
2. Review the plans for compliance with California state-mandated regulations for energy
conservation, disabled access, green building standards and City adopted ordinances.
3. Review the plans for compliance with Federal Flood Plain regulations for projects in the
special flood hazard area designated on the flood insurance rate map (FIRM) as Flood
Zone A or AE.
4. Recheck and approval of final plans and supporting documents to be provided without
additional charge for recheck.
5. Submittal of approved plans and all supporting documents to the City of Santa Ana.
6. Provide all necessary liaison and meetings with applicants via phone, e-mail or in person
to expedite the review process and consult on complex code issues with City of Santa
Ana Building Official.
7. Plan review report to be customized for each project and be delivered via mail or e-mail
to City and the applicant.
8. Structural portion of the plans to be reviewed by California Licensed Civil or Structural
Professional Engineer.
9. Plan reviewer to be consistent, accurate, available, and responsive to the City and the
applicant via phone, e-mail, and meetings. Also, the plan reviewer shall be available to
the Building Official and his staff to help answer Code questions arising from the review.
Plan reviewer shall provide assistance in evaluation of alternate materials, design and
methods of construction proposed by applicant.
10. Plan reviewer shall be available, at no expense to the City of Santa Ana, to meet at the
City office with owners, architects, engineers and contractors to discuss the Plan Check
issues.
11. Plan reviewer to verify that the job description, scope of work, square footages,
occupancy classifications and type of construction, on the permit application agrees with
the plans and specifications. Plan reviewer will also verify the building valuation based
upon valuation costs used by the City of Santa Ana.
12. Initial Plan review to be complete within ten (10) working days and recheck within five (5)
working days.
13. Consultant fee for review services to be 60% of the City of Santa Ana Standard Plan
Check Fee, excluding any accelerated plan check fee.
14. Hourly projects including revisions, deferred submittals, trusses, stairs, curtain walls,
mechanical, plumbing and electrical plan reviews will be checked on an hourly rate of
$120.001hour when performed by a Certified Plans Examiner and a rate of$150.00/hour
when performed by a registered Senior Plan Check Engineer.
15. Expedited Plan Review will be provided when requested for an individual project and will
be an additional 30% of the plan review fees above. For Expedited Plan Review, the
initial plan review to be complete within five (5) to seven (7) working days and recheck
within five (5) working days.
16. Fee(s) are charged in conformance with the City's Miscellaneous Fee Schedule.
17. Provide in-house temporary staff as approved by the Executive Director of the Planning
and Building Agency.
18. Courier service for pickup and delivery of plans to the City shall be provided at no
additional cost.
19. Plan review shall be performed electronically using the City's electronic plan review
system when requested by the City. No additional fees shall be charged for electronic
plan review.
B. Building Inspection Services
Consultant shall perform the following services.
1. Building inspection services for industrial, commercial, residential and public buildings to
determine compliance with approved plans and documents as well as applicable building
standards as related to existing and proposed buildings.
2. Building inspection services for compliance with California state-mandated regulations
for energy conservation, disabled access, green building standards and City adopted
ordinances.
3. Building inspection services for compliance with Federal Flood Plain regulations for
projects in the special flood hazard area designated on the flood insurance rate map
(FIRM) as Flood Zone A or AE.
4. Building inspectors shall be certified to perform inspections for compliance with
applicable California Building Standards Codes.
5. Building inspectors shall complete all necessary City forms and documents, enter
results, and follow the City's workflow when an inspection is conducted. Inspectors will
provide accurate correction notices and inspection records.
6. Building inspections shall be charged at an hourly rate of$100.001hour when performed
by a Certified Building Inspector and a rate of$125.00/hour when performed by a Senior
Certified Building Inspector. Mileage will not be reimbursed by the City.
7. Provide accelerated building inspection services on an as-needed basis.
8. Provide in-house temporary staff.
C. Technical Services
Consultant shall perform the following services.
1. Technical services shall be provided as-needed at hourly rates listed in Sections A and
B above, based on the qualifications of the consultant that will provide the service.
Technical services shall include training and technical studies with reporting with rates
ranging from $80.00/hour to $150.00/hour, and document management system
administration services with rates ranging from $25.001hour to $45.00/hour based on
experience.
2. Permit technical services shall be charged at an hourly rate of$70.00/hour when
performed by non-certified permit technicians and $85.00/hour when performed by
Certified Permit Technician.
3. Structural Peer Review services shall be performed by a California registered Structural
Engineer who has expertise in the current edition of ASCE 41 and performance-based
structural design methodologies. Peer reviewer shall have technical expertise in the
evaluation and retrofit of buildings similar to the one being reviewed and shall be familiar
with the technical issues and regulations governing the work to be reviewed. Consultant
shall provide a lump sum fixed fee for the structural peer review services based on the
scope and complexities of the project. This fee shall be subject to the approval of the
project applicant as a pass-through fee and shall be paid by the project applicant in
conformance with the City's Miscellaneous Fee Schedule.
EXHIBIT B
INSURANCE REQUIREMENTS
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
$2,OOO,000 per occurrence and $4,000,000 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 limits 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.
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: (Name of Department Staff Responsible for Agreement), Address of
Department Responsible for Agreement, M-XX, 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 A:VII, 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, failure 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.
A�® CERTIFICATE OF LIABILITY INSURANCE DATE(MMIDDNYYY)
10/8/2025
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES
BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED
REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER.
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED,the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.
If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on
this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).
PRODUCER CONTACT
NAME: Sherry Young
Risk Strategies Company PHONE FAX
2040 Main Street, Suite 450 949-242-9237 Alc No),
Irvine, CA 92614 ADDRESS: s oun risk-Strate ies.com
INSURERS AFFORDING COVERAGE NAIC#
www.risk-strategies.com CA DOI License No.OF06675 INSURER A: Hartford Underwriters Insurance Company 30104
INSURED INSURERS: Hartford Casualty Insurance Company 29424
BPR Consulting Group P.O. Box 2404 m INSURER Arch Insurance Co an 11150
Granite Bay CA 95746 INSURERD: AXIS Surplus Insurance Company 26620
INSURER E:
INSURER F:
COVERAGES CERTIFICATE NUMBER: 87584293 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
INMCATED. NOTWITHSTANDfNG ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,
EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
INSR TYPE OF INSURANCE ADDL SUER POLICY EFF POLICY EXP
LTR POLICYNUMBER MMIDDiYYYY MM1DDfYYYY LIMITS
A / COMMERCIAL GENERAL LIABILITY ✓ ✓ 72SBABM3ZJ9 7/112025 7/1/2026 EACH OCCURRENCE s2000000
DAMAGE TO RENTED
CLAIMS-MADE �/ OCCUR PREMISES En occurrence S 1,000,00
MED EXP(Any one person) 510,000
PERSONAL&ADV INJURY 52000,000
GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $4,000,000
POLICY ECT � LOC PRODUCTS-COMPIOP AGG s4,000,000
OTHER', $
A AUTOMOBILE LIABILITY 72SBABM3ZJ9 7/1/2025 7/1/2026 Ee aacidsn')SINGLE LIMIT S2,000,000
ANY AUTO BODILY INJURY(Per person) S
OWNED SCHEDULED BODILY INJURY Per accident $
AUTOS ONLYP
AUTOS ( 1
HIRED NON-OWNED PROPERTY DAMAGE $
✓ AUTOS ONLY AUTOS ONLY Per accident
$
A �/ UMBRELLALIAB �/' OCCUR 72SBABM3Z.19 7/1/2025 7/1/2026 EACH OCCURRENCE S1,000,000
EXCESS LIAR CLAIMS-MADE AGGREGATE $1 000 000
DED ✓I RETENTION$10,000
$
B WORKERS ANDEMPLOYOERSNABIIaTY YIN ✓ 72WECAS9HLT 7/112025 7/1/2026 sTgTIJTE CTH
ANYPROPRIETORIPARTNEFUPXECUTIVE E.L.EACH ACCIDENT S 1,000,000
OFFICER/MEMBEREXCLUDED? NIA
(Mandatory in NH) E.L.DISEASE-FA EMPLOYEE S 0
If yes,describe under
DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $1,000,00()
C Professional Liability PAAEP0168601 711/2025 711/2026 Per Claim:$2,000,000
Aggregate:$4,000,000
D C ber LiabilityES-1000 0225 10/14/2025 1011AQ026 LI:$3,000,000 Per Claim/Aggregate
DESCRIPTION OF OPERATIONS!LOCATIONS I VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached if more space is required)
Projects as on Me with the Ensured.
The City of Santa Ana,its officers,officials,employees,and volunteers are named as additional insureds and primary/non-contributory clause
applies to the general liability policy and a waiver of subrogation applies to the general liability,work comp and professional liability policies.
Digitally signed by
Tu Tran
t-�Tu Tran Nguyen
I V g Uye I!ID2 I 38A0d70�3
I��
APPROVED
CERTIFICATE HOLDER CANCELLATION By Tu Tran Nguyen at if.37 am,Oct 13,2025
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
City Of Santa Ana THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
Planning and Building Agency ACCORDANCE WITH THE POLICY PROVISIONS.
20 Civic Center Plaza
Santa Ana CA 92702 AUTHORIZED REPRESENTATIVE �—
RSC Insurance Brokerage
O 1988-2015 ACORD CORPORATION. All rights reserved.
ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD
E7584293 1 25-26 GL HN0A-UI1 WC-PL-CYBSR I Sherry Young 110/a/2025 6c13:04 Abl (PDT) I _'age 1 a-