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HomeMy WebLinkAboutSOCAL TRUCKING SCHOOL, LLC. N-2026-216 vz[ rs[ZQZ_+ AUG 2 D 2026 ON-CALL AGREEMENT BETWEEN THE CITY OF SANTA ANA AND SOCAL S s Oana 01) TRUCKING SCHOOL TO PROVIDE CDL CLASS B TRAINING SERVICES THIS AGREEMENT is made and entered into on this 1 st day of August, 2026 by and between SoCal Trucking School ("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- California Driver's License Class B training. B. Consultant represents that Consultant 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 On an on-call basis, 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 Exhibit A, attached hereto and incorporated by reference. Specifically, Consultant shall provide an accelerated, on-call training program for Class B CDL drivers, which is designed to prepare students for their final DMV test through a blended model of theoretical and practical instruction. 2. COMPENSATION a. City neither warrants nor guarantees any minimum or maximum compensation. Consultant shall be paid only for 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 shall not exceed $50,000. 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. Page 1 of 8 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 two 2 year term, 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 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. 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 and incorporated by reference. 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 Page 2 of 8 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 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 Page 3 of 8 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 CaIPERS 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 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 Page 4 of 8 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. 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 Page 5 of 8 granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies. 17. JURISDICTION -VENUE This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties fiirther 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 With courtesy copies to: Public Works Agency City of Santa Ana 20 Civic Center Plaza(M-21) P.O. Box 1988 Santa Ana, California 92702 Page 6 of 8 To Consultant: SoCal Trucking School Attention: Edwin Marroquin 18342 Valley Blvd. Bloomington, CA,92316 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. [signatures on following page] Page 7 of 8 IN WITNESS WHEREOF,the parties hereto have executed this Agreement the date and year first above written. ATTEST: CITY OF SANTA ANA Jennife all Ivaro Nunez Cit City Manager APPROVED AS TO FORM: SONIA R. CARVALHO CONSULTANT. City Attorney By: � — Kyle ellesen By: Edwin Marroquin Assistant City Attorney Title: School Director RECOMMENDED FOR APPROVAL: I� alfo Ross. P.E. Acting Executive Director Public Works Agency Page 8 of 8 EXHIBIT A SCOPE OF SERVICES AND FEE PROPOSAL R .a. T�uu%•R19�hea1 a . . Proposal To City of Santa Ana Public works Agency ATTIC:Jose Santana(%A-85) 2208 Daisy Ave Santa Ana Ca 92703 Proposal for On-Call CDL Class B Training Services First Training Session to include Below; Date TBD: Clays Item Description Amount Total Amount 2 2 Day 15 hours course $1,800 Proposal pricing Based on city Providing Vehicle(s)for training.Purposes.City may request Future quotes if they require SoCal Trucking School to provide vehicle(s)for,training or any other sarvice Changes. L Edwin Marroquin School Director EXHIBIT B INSURANCE REQUIREMENTS Consultant shall procure and maintain for the duration of the agreement, the following insurance coverages: MINIMUM SCOPE AND LIMIT OF INSURANCE Consultant shall maintain limits of insurance coverage in the following minimum amounts and shall be at least as broad as: • Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an "occurrence" basis, including products and completed operations, property damage, bodily injury and personal &advertising injury with limits no less than$1,000,000 per occurrence and $2,000,000 aggregate. • Automobile Liability (AL): Insurance Services Office Form CA 00 01 covering Code 1 (any auto), with combined single limits of $1,000,000. 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. •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, per employee, - per policy for bodily injury or disease. This requirement can be waived if Consultant has no employees. Consultant attests that its workers' compensation coverage extends to all persons who will be working with the City under the agreed scope of services. • 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 minimums 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 insurance policies are to contain, or be endorsed to contain,the following provisions: 1. CGL and AL policies: City of Santa Ana, its City Council, its officers, officials, employees, agents, and volunteers are to be covered as additional insureds with respect to 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. CGL, AL, and WC policies: 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 any policy which arise from work performed by Consultant for City. 3. All required insurance policies: 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. All required insurance policies: 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. Each insurance policy 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. 6. Certificate Holder on each Evidence of Insurance certificate shall be: City of Santa Ana, Attention: Jose Santana, 20 Civic Center Plaza, M-85, Santa Ana, CA 92701. The name and location of the project or event should 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. City may require 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 to Entity before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant's obligation to provide them. City reserves the right to require complete, certified copies of all required insurance policies,including endorsements required by these specifications, at any time. Claims Made Policies If any of the required policies provide coverage on a claims-made basis: 1. The retroactive date must be shown and must be before the date of the contract or the beginning of work. 2. Insurance must be maintained and evidence of insurance must be provided for at least three (3) years after completion of work. 3. If coverage is canceled or non-renewed, and not replaced with another claims-made policy form with a retroactive date prior to the contract effective date, Consultant must purchase "extended reporting" coverage for a minimum of three (3) years after completion of work. Subcontractors Consultant shall require and verify that all sub-contractors maintain insurance meeting all the requirements stated herein, and Consultant shall ensure that City is an additional insured on insurance required from sub-contractors. 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. DATE(MMIDDJYYYY) A`�o? CERTIFICATE OF LIABILITY INSURANCE 07/06/2026 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 Annette Gomez NAME: Goldamity Insurance Services PHCNE Ext: 909-343-5054 Fvc No): 909-533-4499 22320 Barton Rd Ste D E-MAIL DDRESS: info@goldamity.com .com A INSURERS AFFORDING COVERAGE NAIC 9 Grand Terrace CA 92313 INSURERA: CENTURY SURETY COMPANY 36951 INSURED INSURER B: Hartford Casualty Insurance Company 14397 Socal Trucking School LLC INSURER C: 18340 Valley Blvd INSURER D: INSURER E: Bloomington CA 92316 INSURERF: 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 WH[CH 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. ILNSR POLICY EFF POLICY EXP TR TYPE OF INSURANCE ADDL SUBR POLICY NUMBER MMIDDIYYYY) (MMIDDIYYYYI LIMITS X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 1,000,000 CLAIMS-MADE 7 OCCUR DAMAGE SO RENTED 100,000 PREMISES Ea occurrence $ MED EXP(Any ore person) $ 5,000 A X X CCP-1399845 05/23/2026 05/23/2027 PERSONAL&ADV INJURY $ 1,000,000 GEN'L AGGREGATE LIWT APPLIES PER: GENERALAGGREGATE $ 2,000,00 JECT POLICY PRO ❑ LOC PRODUCTS-COMPIOP AGG $ 1,000,000 OTHER: $ AUTOMOBILE LIABILITY COMBINEDSINGLE LIMIT $ _ i Ea accident ANY AUTO I BODILY INJURY(Per person) $ OWNED SCHEDULED BODILY INJURY(Per accident) $ AUTOS ONLY AUTOS HIRED NON-OWNED PROPERTY DAMAGE $ AUTOS ONLY AUTOS ONLY Per accident I $ UMBRELLA LIAB OCCUR EACH OCCURRENCE $ EXCESS LIAB �I CLAIMS-MADE AGGREGATE $ DED 7 RETENTION $ WORKERS COMPENSATION x AND EMPLOYERS'LIABILITY AND ER B ANYPROPRIETORlPARTNEPJEXECUTIVE YIN N/A X 72WECCA3TF9 05/23/2026 05/23/2027 E.L.EACH ACCIDENT $ 1,000,000 OFFICER/MEMBER EXCLUDED? (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $ 1,000,000 If yes,describe under 1,OOD,000 DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $ I DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached it more space is required) The City of Santa Ana,its officers,officials,employees,and volunteers are to be covered as additional insureds on the General Liability Policy. APPROVE® - yT -TraAguy en-at9.49-am;-dul U6;2958 CERTIFICATE HOLDER CANCELLATION CITY OF SANTA ANIA SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN Attention:Jose Santana ACCORDANCE WITH THE POLICY PROVISIONS. 220 S Daisy Ave M-85 SANTA ANA CA 92703 AUTHORIZED REPRESENT O 1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25(2016103) The ACORD name and logo are registered marks of ACORD A`oma® CERTIFICATE OF LIABILITY INSURANCE 06/1612026 6:21 PM THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLYAND 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. IIMPORTANT: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 terns 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: Berkshire Hathaway Homestate Companies Saberlines Insurance Services PHONE FAX 39413 Los Alamos Road Suite D A1C.No.Ext: AIC.No); Murietta,CA 92563 EMAIL ADDRESS: INSURER(S)AFFORDING COVERAGE NAIC# WSURERA: REDWOOD FIREAND CASUALTYINS.CO. 11673 INSURED INSURER B: SOCAL TRUCKING SCHOOL LLC INSURER C: 18340 VALLEY BLVD INSURER D: BLOOMINGTON,CA 92316 INSURER E: INSURER R COVERAGES CERTIFICATE NUMBER: 676,682 REVISION NUMBER: THIS IS TO CERTIFYTHAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PER OD 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 ALLTHE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAD CLAIMS. INSR ADDL SUER POLICY EFF POLICY EXP LTR TYPE OF INSURANCE INSD W VD POLICY NUMBER MMIDDIYYYY MM1DDNYYY LIMITS COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ CLAIMS-MADF ❑OCCUR DAMAGE TO RENTED $ PREMISES Ea occurrence MED EXP(Any one person) $ PERSONAL&ADV INJURY 3 GEN'LAGGREGATE LIMITAPPLIES PER: GENERALAGGREGATE $ POLICY ❑EOT J ❑LOC PRODUCTS—COMPIOPAGG $ OTHER', $ AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $ 1,000,000 - Ea accident ANYAUTO q Y Y 01APM043090-03 02/15/2026 0211512027 BODILY INJURY(Per person) $ NIA OWNED SCHEDULED X AUTOS ONLY Ix AUTOS 12:01 AM 12:01 AM BODILY INJURY(Perawident) $ NIA X HIREDAUTOS NON-OWNED PROPERTY DAMAGE $ NIA ONLY AUTOS ONLY Per accident UMBRELLALIAB OCCUR EACH OCCURRENCE $ EXCESS WA9 CLAIMS-MADE AGGREGATE $ DED RETENTION$ $ WORKERS COMPENSATION PER OTH- _ AND EMPLOYERS'LIABILITY STATUTE FIR ANY PROPRIFTORIPARTNERIEXECUTIVE NIA E.L.EACHACCIDENT $ OFFICERIMEMBER EXCLUDED? Y I N (Mandatory in NH) E.L.DISEASE—EA EMPLOYEE $ If yes,describe under DESCRIPTION OF OPERATIONS below E.L.DISEASE—POLICY LIMIT $ DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES(ACORD 101,AddItlonal Remarks Schedule,may be attached if more space is required) When this policy is canceled,the Company agrees to provide 30 days advance notice to the Certificate Holder. The City of Santa Ana and its Officers and Employees are named as Additional Insured on this policy. Vehicle Schedule:see attached Vehicle Schedule APPROVED By T`qa?'ran Nguyen at 9:49 am,Jul 06,2026 CERTIFICATE HOLDER CANCELLATION CITY OF SANTA ANA SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED ATTENTION:JOSS SANTANA BEFORE THE EXPIRATION DATE THEREOF,NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. 220 S DAISY AVE M-85 AUTHORIZED REPRESENTATIVE SANTA ANA,CA 92703 ACORD 25(2016/03) ©1988-2016 ACORD CORPORATION.All rights reserved. M-5652(1012017) The ACORD name and logo are registered marks of ACORD Comp or Stated Phys.Dam. in-Tow Cargo Year,Make,Model,VIN Collision Spec.Caus. Amount Deductible Limit Limit 1993 WABASH DRY 1JJV281N2PL178601 NIA NIA NIA NIA NIA NIA 1993 WABASH DRY 1JJV281N7PL184474 NIA NIA NIA NIA NIA NIA 2017INT'L43001HSMMMMN2HH576406 Covered C 40,000 1000/1000 NIA NIA 2011 INTERNATIONAL 4400 1 HSMKAANSBH329817 Covered C 21,000 1000/1000 NIA NIA 2007 GREAT DANE DRY I GRAA56197K289 513 Covered C 12,000 100011000 NIA NIA 2012 INT'L PROSTAR 1 HSHXSHRSCJ423488 Covered C 16,000 100011000 NIA NIA CERTIFICATE HOLDER CANCELLATION CITY OF SANTA ANA SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF,NOTICE WILL BE DELIVERED IN ATTENTION:JOSE SANTANA ACCORDANCE WITH THE POLICY PROVISIONS. 220 S DAISY AVE M-85 AUTHORIZED REPRESENTATIVE ��" SANTA ANA,CA 92703 � �"" - �' ACORD 25(2016/03) OO 1988-2015 ACORD CORPORATION.All rights reserved. M-5652 (9012017) The ACORD name and logo are registered marks ofACORD Endorsement#5 M-5526(09/2010) THIS ENDORSEMENT MODIFIES THE POLICY. PLEASE READ IT CAREFULLY. PROVISION OF EXTENDED NOTICE OF CANCELLATION If this policy is canceled,we will mail notice of cancellation to the persons or organizations named in the Schedule. We will give the number of days' notice indicated in the Schedule plus three calendar days for mail time. SCHEDULE Name of Person(s)or Organization(s) Number of Days'Notice Address CITY OF SANTAANA, ITS CITY COUNCIL, ITS OFFICERS, OFFICIALS, EMPLOYEES,AGENTS,AND VOLUNTEERS ATTENTION:JOSE SANTANA 30 220 S DAISYAVE M-85 SANTAANA, CA 92703 All other terms, conditions,and exclusions remain unchanged. Company Name Policy Number 01 APM 043090-03 Redwood Fire and Casualty Insurance Company Endorsement Effective 06/1612026 2:26 PM Named Insured Countersigned by SOCAL TRUCKING SCHOOL LLC (Authorized Representative) (The Attaching Clause need be completed only when this endorsement is issued subsequent to preparation of the policy.) M-5526(0912010) M-6887(06/2016) THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED ENDORSEMENT SCHEDULE—ADDITIONAL INSURED: CITY OF SANTA ANA, ITS CITY COUNCIL, ITS OFFICERS, OFFICIALS,EMPLOYEES,AGENTS,AND VOLUNTEERS ATTENTION:JOSE SANTANA 220 S DAISY AVE M-85 SANTA ANA,CA 92703 In consideration of payment of the additional premium listed below, LIABILITY COVERAGE is extended to include the additional insured named herein, prodded 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 5) 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: $ 67 Company Name Policy Number 01 APM 043090-03 Redwood Fire and Casualty Insurance Company Endorsement Effective 06/16/2026 2:26 PM Named Insured Countersigned by SOCAL TRUCKING SCHOOL LLC (Authorized Representative) (The Attaching Clause need be completed only when this endorsement is issued subsequent to preparation of the policy.) M-6887(05l2016) 0611712026 POLICY NUMBER 01 APM 043090 -03 M-5144a(06/2007) WAIVER OF TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO US This endorsement modifies insurance provided under the following: BUSINESS AUTO COVERAGE FORM BUSINESS AUTO PHYSICAL DAMAGE COVERAGE FORM GARAGE COVERAGE FORM MOTOR CARRIER COVERAGE FORM TRUCKERS COVERAGE FORM With respect to coverage provided by this endorsement,the provisions of the Coverage Form apply unless modi- fied by the endorsement. This endorsement changes the policy effective on the inception date of the policy unless another date is indicated below. Endorsement Effective: Countersigned By: 06/16/2026 2:26 PM Named Insured: SOCAL TRUCKING SCHOOL LLC (Authorized Representative) SCHEDULE Name Of Person(s)Or Organization(s): CITY OF SANTA ANA, ITS CITY COUNCIL, ITS OFFICERS, - OFFICIALS,EMPLOYEES,AGENTS,AND VOLUNTEERS ATTENTION:JOSE SANTANA 220 S.DAISY AVE M-85 SANTA ANA,CA 92703 Additional Premium $ 67 (If no entry appears above, information required to complete this endorsement will be shown in the Declarations as applicable to this endorsement.) The Transfer Of Rights Of Recovery Against Others To Us Condition does not apply to the person(s) or organiza- tion(s) shown in the Schedule. We will retain the additional premium shown above, regardless of any early termi- nation of this endorsement or the policy. Includes copyrighted material of Insurance Services Office,Inc.with its permission. M-5144a(0612007) COMMERCIAL GENERAL LIABILITY CG24040509 WAIVER OF TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO US This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART PRODUCTSICOMPLETED OPERATIONS LIABILITY COVERAGE PART SCHEDULE Name Of Person Or Organization: Any person or organization for whom you are required to waive your right of recovery on this Coverage Part under a written contract or agreement. The following is added to Paragraph 8. Transfer Of Rights Of Recovery Against Others To Us of Section IV Conditions: We waive any right of recovery we may have against the = person or organization shown in the Schedule above 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". This waiver applies only to the person or organization shown in the Schedule above. CG 24 04 05 09 © Insurance Services Office, Inc., 2008 Page 1 of 1 CGL 2010 0318 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY . ADDITIONAL INSURED - OWNERS, LESSEES OR CONTRACTORS - SCHEDULED PERSON OR ORGANIZATION This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE FORM SCHEDULE Name of Additional Insured Person(s) or Organization(s) Location(s) Of Covered Operations The City of Santa Ana, Its officers, officials, employees, Various locations as per written contract with the Named and volunteers Insured. 20 Civic Center Plaza Santa Anna CA 92702 A. Section II —Who Is An Insured is amended to include as an additional insured the person(s) or organization(s) shown in the Schedule, but only with respect to liability for "bodily injury", "property damage" or "personal and advertising injury" caused, in whole or in part, by: 1. Your acts or omissions; or 2. The acts or omissions of those acting on your behalf; in the performance of your ongoing operations for the additional insured(s) at the location(s) designated above. However: 1. The insurance afforded to such additional insured only applies to the extent permitted by law; and 2. If coverage provided to the additional insured is required by a contract or agreement, the insurance afforded to such additional insured will not be broader than that which you are required by the contract or agreement to provide for such additiona[ insured; and 3. A person's or organization's status as an additional insured under this endorsement ends, with respect to any particular project when your operations on that project are completed. B. With respect to the insurance afforded to these additional insured's,the following additional exclusions apply: This insurance does not apply to"bodily injury"or"property damage"occurring after: 1. All work, including materials, parts or equipment furnished in connection with such work, on the project (other than service, maintenance or repairs) to be performed by or on behalf of the additional insured(s) at the location of the covered operations has been completed; or CGL 2010 0318 Page 1 of 4 Includes copyrighted material of Insurance Services Office,Inc.,used with its permission. 2. That portion of"your work" out of which the injury or damage arises has been put to its intended use by any person or organization other than another contractor or subcontractor engaged in performing operation for a principal as part of the same project. C. With respect to the insurance afforded to these additional insureds, the following is added to Section III —Limits Of Insurance: If coverage provided to the additional insured is required by a contract or agreement, the most we will pay on behalf of the additional insured is the amount of insurance: 1. Required by the contract or agreement; or 2. Available under the applicable Limits Of Insurance shown in the Declarations; whichever is less. This endorsement shall not increase the applicable Limits Of Insurance shown in the Declarations. All other terms and conditions of this policy remain unchanged. CGL 2010 0318 Page 2 of 4 Includes copyrighted material of Insurance Services Office,Inc.,used with its permission. IiThe Hartford THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT - CALIFORNIA Policy Number: 72 WEC CA3TF9 Endorsement Number: Effective Date: 05/23/26 Effective hour is the same as stated on the Information Page of the policy. Named Insured and Address: SOCAL TRUCKING SCHOOL LLC 18340 VALLEY BLVD BLOOMINGTON CA 92316 We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) You must maintain payroll records accurately segregating the remuneration of your employees while engaged in the work described in the Schedule. The additional premium for this endorsement shall be 2 % of the California workers' compensation premium otherwise due on such remuneration. SCHEDULE Person or Organization Job Description Any person or organization for whom you are required by written contract or agreement to obtain this waiver of rights from us Countersigned by Authorized Representative Form WC 04 03 06 (1) Printed in U.S.A. Process Date: 05/22/26 Policy Expiration Date: 05/23/27 CITY OF SANTA ANA r : Risk Management a division of Human Resources Managing Risk through Awareness and Actionr i AFFIDAVIT OF EXEMPTION FOR PROFESSIONAL LIABILITY INSURANCE 1, Edwin Marroquin, School Director ("Representative"),attest that I am an authorized (Name and Title of Vendor Representative) representative of SoCal Trucking School LLC ("Company"), and (Consultant/Company Name) possess the authority to legally bind Company. In my capacity as Representative of Company, I represent and confirm the following, as relates to the agreement between Company and City of Santa Ana, agreement number ("Agreement")to provide Commercial License Training ("Services"): (Services to be provided under agreement,contract) During the course and scope of Company's agreement with the City of Santa Ana, Company will not use the services of an expert necessitating professional liability/errors &omissions liability insurance coverage in the performance of Services to,for,or on behalf of City of Santa Ana_ If at any time it is found that Company is not adhering to any and/or all of the statements in this document and does not maintain the minimum professional liability insurance coverage as required in the Agreement, it will be considered a breach of Agreement rendering the Agreement null and void and Company will be fully liable far any and all damages. 06/20/2026 - Signature Date Edwin Marroquin Print Name School Director Title 909-269-0009 SoCaltruckingschool cx gMail.com Contact Information,i.e.,Telephone Number and'or Email Address Affidavit of Exemption for Professional Liability Insurance 11,12,2024 Nguyen, Tu Tran From: Chandler, Brandon Sent: Monday,July 6, 2026 8:16 AM To: Nguyen, Tu Tran Subject: RE: Additional Insured Forms- Socal Trucking School LLC I still recommend that we get a WOS for the work comp policy. I'm OK with everything else. Thanks. Brandon Chandler I Risk Manager City of Santa Ana - Human Resources Department a 20 Civic Center Plaza Santa Ana, GA 92701 1171 1 Office: 714-647-5472 Work Mobile: 714-451-6620 Email: bchandler Santa-ana.or I santa-ana.orglhuman-resources Linkedln I Instagram City Hall hours are 8 a.m. to 5 p.m. Monday through Thursday, and 8:00 a.m. to 5:00 p.m. every other Friday. Click here for a list of observed holidays and Friday closure dates. The mySantaAna mobile app puts the power of the Santa Ana city government in the palm of your hand! The free app allows residents to quickly and easily report issues to the City, access City services, and find news and events. It is available to download from the Apple App Store and on Goo.. Iq a Play. Click here to report an issue directly from the City website. From: Nguyen,Tu Tran <tnguyen20@santa-ana.org> Sent:Thursday,July 2, 2026 2:41 PM To: Chandler, Brandon<bchandler@santa-ana.org> Subject: FW:Additional Insured Forms-Socal Trucking School LLC Hi Brandon, A representative from Socal Trucking reached out and inquired if Risk is able to waive the 2 endorsement mentioned below. Attached is their current COI with other insurance documents. They are provide on-call commercial driver's license class B training to staff. Training must meet CA DMV requirements and prepare staff for their DMV driving test. Kind regards, i Tu Tran Nguyen I Risk Management Technician City of Santa Ana - Human Resources Department r Y p f 20 Civic Center Plaza I Santa Ana, CA 92701 Office: 714-647-5141 ' '� Email: to u en20 santa-ana.or I santa-ana.orglhuman-resources Linkedln Instagram City Hall hours are 8 a.m. to 5 p.m. Monday through Thursday, and 8.00 a.m. to 5:00 p.m. every other Friday. Click here for a list of observed holidays and Friday closure dates. The mySantaAna mobile app puts the power of the Santa Ana city government in the paim of your hand! The free app allows residents to quickly and easily report issues to the City, access City services, and find news and events. It is available to download from the Apple App Store and on Google Play_. Click here to report an issue directly from the City website. From: RMD Sent:Tuesday,June 30, 2026 8:56 AM To: 'SoCal Trucking School'<socaltruckingschool@gmail.com> Cc:Santana,Jose<isantana@santa-ana.org>; Munoz, Antonio<amunoz@santa-ana.org> Subject: RE:Additional Insured Forms-Socal Trucking School LLC Good morning, Received, thank you. No worries if you do not know the agreement number, Please note that we are still missing the following documents. 1. Primary and Non-Contributory Endorsement as to Commercial General Liability a. Blanket endorsement or Specific endorsement with required text: "City of Santa Ana, its City Council, officers, officials, employees, agents, and volunteers" 2. Waiver of Subrogation endorsement as to the Workers' Compensation a. Blanket endorsement or Specific endorsement with required text: "City of Santa Ana, its City Council, officers, officials, employees, agents, and volunteers" 3. Signature under the Authorized Representative for CGL & WC COI (not printed) 2 ALTHORMEO REPRE SENTATNE ANNEfTE GOMEZ 19I38-2015 ACORD CORPORATION. All rights reserved. are registered marks of ACORD Kind regards, Tu Tran Nguyen f Risk Management Technician City of Santa Ana - Human Resources Department f 20 Civic Center Plaza i Santa Ana, CA 92701 Office: 714-647-5141 L IN y RN Email: tnciuyen20CcD-santa-ana.ora i santa-ana.org/human-resources Linkedin i Instagram City Hall hours are 8 a.m. to 5 p.m. Monday through Thursday, and 8:00 a.m. to 5:00 p.m. every other Friday. Click here for a list of observed holidays and Friday closure dates. The mySantaAna mobile app puts the power of the Santa Ana city government in the palm of your hand! The free app allows residents to quickly and easily report issues to the City, access City services, and find news and events. It is available to download from the Apple App Store and on Google Play. Click here to report an issue directly from the City website. From: SoCal Trucking School <socaltruckingschool@email.com> Sent: Monday,June 29, 2026 4:44 PM To: RMD<rmd@santa-ana.org> Subject: Re:Additional Insured Forms-Socal Trucking School LLC Attention:This email originated from outside of City of Santa Ana.Use caution when opening attachments or links. Here is the Affidavit signed, don't have a agreement number. On Mon,Jun 29, 2026 at 12:57 PM RMD<rmd(@santa-ana.ore>wrote: Good afternoon, Please complete the attached Affidavit of Exemption for Professional Liability to waive the Professional Liability insurance requirement (#3). The following are still missing: 3