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Home My WebLink AboutAGMT - Annealta Group (On-Call Professional Engineering and Plan Check Services)PROFESSIONAL SERVICES AGREEMENT for On -Call Professional Engineering and Plan Check Services between in City of Seal Beach 211 - 8th Street Seal Beach, CA 90740 0 Annealta Group 5151 Oceanus Drive, Suite 103 Huntington Beach, CA.92649 (714) 625-5840 This Professional Service Agreement ("the Agreement") is made as of July 25, 2022 (the "Effective Date"), by and between Annealta Group ("Consultant"), a California corporation and the City of Seal Beach ("City"), a California charter city, (collectively, "the Parties"). RECITALS A. City desires certain on-call professional engineering and plan check services. B. Pursuant to the authority provided by its City Charter and Seal Beach Municipal Code § 3.20.025(C), City issued Request for Proposals on March 30, 2022, titled "On -Call Professional Engineering Plan Check Services". Consultant submitted a proposal dated April 20, 2022 in response to the RFP. C. Consultant represents that the principal members of its firm are qualified professional engineers and are fully qualified to perform the professional engineering and plan check services contemplated by this Agreement by virtue of its experience, and the training, education and expertise of its principals and employees. D. City desires to retain Consultant as an independent contractor and Consultant desires to serve City to perform those services in accordance with the terms and conditions of this Agreement. NOW THEREFORE, in consideration of the Parties' performance of the promises, covenants, and conditions stated herein, the Parties hereto agree as follows. AGREEMENT 1.0 Scope of Services 1.1. Strictly on an on-call basis, Consultant shall provide those services (collectively "Services") in the Request for Proposal attached hereto as Exhibit A and incorporated herein by this reference. To the extent that there is any conflict between Exhibit A and this Agreement, this Agreement shall control. Given the on-call nature of this Agreement, Consultant acknowledges that there is no guarantee that City shall request any Services hereunder. 1.2. Consultant shall perform all Services under this Agreement in accordance with the standard of care generally exercised by like professionals under similar circumstances and in a manner reasonably satisfactory to City. 1.3. In performing this Agreement, Consultant shall comply with all applicable provisions of federal, state, and local law. 1.4. As a material inducement to City to enter into this Agreement, Consultant hereby represents that it has the experience necessary to undertake the Services to be provided. In light of such status and experience, Consultant hereby covenants that it shall follow the customary professional standards in performing all Services. The City relies upon the skill of Consultant, and 2 of 20 Consultant's staff, if any, to do and perform the Services in a skillful, competent, and professional manner, and Consultant and Consultant's staff, shall perform the Services in such manner. Consultant shall, at all times, meet or exceed any and all applicable professional standards of care. The acceptance of Consultant's work by the City shall not operate as a release of Consultant from such standard of care and workmanship. 1.5. Consultant will not be compensated for any work performed not specified in the Scope of Services unless the City authorizes such work in advance and in writing. The City Manager may authorize extra work to fund unforeseen conditions up to the amount approved at the time of award by the City Council. Payment for additional work in excess of this amount requires prior City Council authorization. 2.0 Term 2.1. The term of this Agreement shall commence as of the Effective Date and shall continue for a term of three (3) years ("Original Term") and shall expire at midnight on July 25, 2025, unless sooner terminated or extended as provided by this Agreement. 2.2. The City, at its sole option, may elect to extend the Original Term of this Agreement, upon the same terms and conditions, for up to two (2) additional terms of one year each ("extension"), by providing written notice to Consultant at least one month prior to the expiration of an existing term. If timely elected by the City, the first extension shall have a term extending from July 25, 2025, through and including July 25, 2026, unless sooner terminated or extended pursuant to this Agreement. If timely elected by the City, the second extension shall be from July 25, 2026, through and including July 25, 2027, unless sooner terminated pursuant to this Agreement. Any extension shall not be effective except upon execution of a written amendment to this Agreement signed by the City Manager and Consultant's authorized representatives. 3.0 Consultant's Compensation 3.1. City will pay Consultant in accordance with the hourly rates shown on the fee schedule set forth in Exhibit A for the Services but in no event will the City pay, more than the total not -to -exceed amount of $300,000 (throe hundred thousand dollars) for the Original Term. 3.2. In the event that City elects to extend the Original Term in accordance with Section 2.2 of this Agreement, City will pay Consultant in accordance with the hourly rates shown on the fee schedule set forth in Exhibit A for Services but in no event will the City pay more than the total not -to -exceed amount of $100,000 (one hundred thousand dollars) for each one-year extension. 3 of 20 4.0 Method of Payment 4.1. Consultant shall submit to City monthly invoices for all Services rendered pursuant to this Agreement. Such invoices shall be submitted within 15 days of the end of the month during which the Services were rendered and shall describe in detail the Services rendered during the period, the days worked, number of hours worked, the hourly rates charged, and the Services performed for each day in the period. City will pay Consultant within 30 days of receiving Consultant's invoice. City will not withhold any applicable federal or state payroll and other required taxes, or other authorized deductions from payments made to Consultant. 4.2. Upon 24-hour notice from City, Consultant shall allow City or City's agents or representatives to inspect at Consultant's offices during reasonable business hours all records, invoices, time cards, cost control sheets and other records maintained by Consultant in connection with this Agreement. City's rights under this Section 4.2 shall survive for three (3) years following the termination of this Agreement. 5.0 Termination 5.1. This Agreement may be terminated by City, without cause, or by Consultant based on reasonable cause, upon giving the other party written notice thereof not less than 30 days prior to the date of termination. 5.2. This Agreement may be terminated by City upon 10 days' notice to Consultant if Consultant fails to provide satisfactory evidence of renewal or replacement of comprehensive general liability insurance as required by this Agreement at least 20 days before the expiration date of the previous policy. 6.0 Party Representatives 6.1. The City Manager is the City's representative for purposes of this Agreement. 6.2. Tim D'Zmura is the Consultant's primary representative for purposes of this Agreement. Tim D'Zmura shall be responsible during the term of this Agreement for directing all activities of Consultant and devoting sufficient time to personally supervise the Services hereunder. Consultant may not change its representative without the prior written approval of City, which approval shall not be unreasonably withheld. 7.0 Notices 4 of 20 7.1. All notices permitted or required under this Agreement shall be deemed made when personally delivered or when mailed 48 hours after deposit in the United States Mail, first class postage prepaid and addressed to the party at the following addresses: To City: City of Seal Beach 211 -8th Street Seal Beach, California 90740 Attn: City Manager To Consultant: Annealta Group 5151 Oceanus Drive, Suite 103 Huntington Beach, CA 92649 Attn: Tim D'Zmura 7.2. Actual notice shall be deemed adequate notice on the date actual notice occurred, regardless of the method of service. 8.0 Permits and Licenses Consultant and all of Consultant's employees and other personnel shall, obtain and maintain during the Agreement term all necessary licenses, permits and certificates required by law for the provision of the Services under this Agreement, including a business license as required by the Seal Beach Municipal Code. 9.0 Independent Contractor 9.1. Consultant is an independent contractor and not an employee of the City. All work or other Services provided pursuant to this Agreement shall be performed by Consultant or by Consultant's employees or other personnel under Consultant's supervision. Consultant will determine the means, methods, and details by which Consultant's employees and other personnel will perform the Services. Consultant shall be solely responsible for the satisfactory work performance of all personnel engaged in performing the Services and compliance with the customary professional standards. 9.2. All of Consultant's employees and other personnel performing any of the Services under this Agreement on behalf of Consultant shall also not be employees of City and shall at all times be under Consultant's exclusive direction .and control. Consultant and Consultant's. personnel shall not supervise any of City's employees; and City's employees shall not supervise Consultant's personnel. Consultant's personnel shall not wear or display any City uniform, badge, identification number, or other information identifying such individual as an employee of City; and Consultant's personnel shall not use any City e-mail address or City telephone number in the performance of any of the Services under this Agreement. Consultant shall acquire and maintain at its sole cost and 5 of 20 expense such vehicles,, equipment and supplies as Consultant's personnel require to perform any of the Services required by this Agreement. Consultant shall perform all Services off of City premises at locations of Consultant's choice, except (1) as otherwise required for the performance of Services on City real property, vehicles or equipment; (2) as otherwise may from time to time be necessary in order for Consultant's personnel to receive projects from City., review plans on file at City, pick up or deliver any work product related to Consultant's performance of any Services under this Agreement, or (3) as may be necessary to inspect or visit City locations and/or private property to perform such Services. City may make a computer available to Consultant from time to time for Consultant's personnel to obtain information about or to check on the status of projects pertaining to the Services under this Agreement. 9.3. Consultant shall be responsible for and pay all wages, salaries, benefits and other amounts due to Consultant's personnel in connection with their performance of any Services under this Agreement and as required by law. Consultant shall be responsible for all reports and obligations respecting such additional personnel, including, but not limited to: Social Security taxes, other retirement or pension benefits, income tax withholding, unemployment insurance, disability insurance, and workers' compensation insurance. Notwithstanding any other agency, State, or federal policy, rule, regulation, statute or ordinance to the contrary, Consultant and any of its officers, employees, agents, and subcontractors providing any of the Services under this Agreement shall not become entitled to, and hereby waive any claims to, any wages, salaries, compensation, benefit or any incident of employment by City, including but not limited to, eligibility to enroll in, or reinstate to membership in, the California Public Employees Retirement System ("PERS") as an employee of City, and entitlement to any contribution to be paid by City for employer contributions or employee contributions for PERS benefits. 9.4. Consultant shall indemnify and hold harmless City and its elected officials, officers, employees, servants, designated volunteers, and agents serving as independent contractors in the role of City officials, from any and all liability, damages, claims, costs and expenses of any nature to the extent arising from, caused by, or relating to Consultant's personnel practices. or to the extent arising from, caused by or relating to the violation of any of the provisions of this Section 9.0. In addition to all other remedies available under law, City shall have the right to offset against the amount of any fees due to Consultant under this Agreement any amount due to City from Consultant as a result of Consultant's failure to promptly pay to City any reimbursement or indemnification arising under this Section. This duty of indemnification is in addition to Consultant's duty to defend, indemnify and hold harmless as set forth in any other provision of this Agreement. Consultant's indemnifications and obligations under this Section shall survive the expiration or termination of this Agreement. 10.0. PERS Compliance and Indemnification 6 of 20 10.1. General Requirements. The Parties acknowledge that City is a local agency member of PERS, and as such has certain pension reporting and contribution obligations to PERS on behalf of qualifying employees. Consultant agrees that, in providing its employees and any other personnel to City to perform any work or other Services under this Agreement, Consultant shall assure compliance with the Public Employees' Retirement Law ("PERL"), commencing at Government Code § 20000, as amended by the Public Employees' Pension Reform Act of 2013 ("PEPRA"),. and the regulations of PERS. Without limitation to the foregoing, Consultant shall assure compliance with regard to personnel who have active or inactive membership in PERS and to those who are retired annuitants and in performing this Agreement shall not assign or utilize any of its personnel in a manner that will cause City to be in violation of the PERL, PEPRA or any other applicable retirement laws and regulations. 10.2. Indemnification. Consultant shall defend (with legal counsel approved by City, whose approval shall not be unreasonably withheld), indemnify and hold harmless City, and its City and its elected officials, officers, employees, servants, designated volunteers, and agents serving as independent contractors in the role of City officials, from any and all liability, damages, claims, costs and expenses of any nature to the extent arising from, caused by, or relating to Consultant's violation of any provisions of this Section 10.0. This duty of indemnification is in addition to Consultant's duty to defend, indemnify and hold harmless as set forth in any other provision of this Agreement. Consultant's indemnification and obligations under this Section shall survive the expiration or termination of this Agreement. 11.0 Confidentiality 11.1. Consultant covenants that all data, reports, documents, surveys, studies, drawings, plans, maps, models, photographs, images, video files, media, discussion, or other information (collectively "Data & Documents") developed or received by Consultant or provided for performance of this Agreement are deemed confidential and shall not be disclosed by Consultant without prior written authorization by City. City shall grant such authorization if applicable law requires disclosure. Consultant, its officers, employees, agents, or subcontractors shall not without written authorization from the City Manager or unless requested in writing by the City Attorney, voluntarily provide declarations, letters of support, testimony at depositions, response to interrogatories or other information concerning the Services performed under this Agreement or relating to any project or property located within the City. Response to a subpoena or court order shall not be considered "voluntary," provided Consultant gives City notice of such court order or subpoena. 7 of 20 11.2. Consultant shall promptly notify City should Consultant, its officers, employees, agents or subcontractors be served with any summons, complaint, subpoena, notice of deposition, request for documents, interrogatories, request for admissions or other discovery request, court order or subpoena from any party regarding this Agreement and the work performed thereunder or with respect to any project or property located within the City. City may, but has no obligation to, represent Consultant or be present at any deposition, hearing or similar proceeding. Consultant agrees to cooperate fully with City and to provide City with the opportunity to review any response to discovery requests provided by Consultant. However, City's right to review any such response does not imply or mean the right by City to control, direct or rewrite the response. r 11.3. Consultant's covenants under this Section shall survive the termination or expiration of this Agreement. 12.0 Ownership of Documents and Work Product 12.1. All Data & Documents shall be and remain the property of City without restriction or limitation upon its use, duplication or dissemination by City. All Data & Documents shall be considered "works made for hire," and all Data & Documents and any and all intellectual property rights arising from their creation, including, but not limited to, all copyrights and other proprietary rights, shall be and remain the property of City without restriction or limitation upon their use, duplication or dissemination by City. Consultant shall not obtain or attempt to obtain copyright protection as to any Data & Documents. 12.2. Consultant hereby assigns to City all ownership and any and all intellectual property rights to the Data & Documents that are not otherwise vested in City pursuant to the paragraph directly above this one. 12.3. Consultant warrants and represents that it has secured all necessary licenses, consents or approvals to use any instrumentality, thing or component as to which any intellectual property right exists, including computer software, used in the rendering of the Services and the production of all Written Products produced under this Agreement, and that City has full legal title to and the right to reproduce the Data & Documents. Consultant shall defend, indemnify and hold City, and its elected officials, officers, employees, servants, attorneys, designated volunteers, and agents serving as independent contractors in the role of City officials, harmless from any loss, claim or liability in any way related to a claim that City's use of any of the Data & Documents is violating federal, state or local laws, or any contractual provisions, or any laws relating to trade names, licenses, franchises, copyrights, patents or other means of protecting intellectual property rights and/or interests in products or inventions. Consultant shall bear all costs arising from the use of patented, copyrighted, trade secret or trademarked documents, materials, equipment, devices or processes in connection with its provision of the Services and Data & Documents produced under this 8 of 20 Agreement. In the event the use of any of the Written Products or other deliverables hereunder by City is held to constitute an infringement and the use of any of the same is enjoined, Consultant, at its expense, shall: (1) secure for City the right to continue using the Data & Documents and other deliverables by suspension of any injunction, or -by procuring a license or licenses for City; or (2) modify the Data & Documents and other deliverables so that they become non - infringing while remaining in compliance with the requirements of this Agreement. These covenants shall survive the expiration and/or termination of this Agreement. 12.4. Upon expiration or termination of the Agreement, Consultant shall deliver to City all Data & Documents and other deliverables related to any Services performed pursuant to this Agreement without additional cost or expense to City. If Consultant prepares a document on a computer, Consultant shall provide City with said document both in a printed format and in an electronic format that is acceptable to City. 13.0 Subcontractors No portion of this Agreement shall be subcontracted without the prior written approval of the City. Consultant is fully responsible to City for the performance of any and all subcontractors. 14.0 Prohibition Against Assignment or Delegation Consultant shall not assign any of its rights or delegate any of its duties under this Agreement, either in whole or in part, without City's prior written consent. Any purported assignment or delegation in violation of this Section shall be void and without effect, and shall entitle City to terminate this Agreement. As used in this Section, "assignment" and "delegation" means any sale, gift, pledge, hypothecation, encumbrance or other transfer of all or any portion of the rights, obligations, or liabilities in or arising from this Agreement to any person or entity, whether by operation of law or otherwise, and regardless of the legal form of the transaction in which the attempted transfer occurs. 15.0 , Inspection and Audit of Records Consultant shall maintain complete and accurate records with respect to all Services and other matters covered under this Agreement, including but expressly not limited to, all Services performed, salaries, wages, invoices, time cards, cost control sheets, costs, expenses, receipts and other records with respect to this Agreement. Consultant shall maintain adequate records on the Services provided in sufficient detail to permit an evaluation of all Services in connection therewith. All such records shall be clearly identified and readily accessible. At all times during regular business hours, Consultant shall provide City with free access to such records, and the right to examine and audit the same and to make copies and transcripts as City deems necessary, and shall 9 of 20 allow inspection of all program data, information, documents, proceedings and activities and all other matters related to the performance of the Services under this Agreement. Consultant shall retain all financial and program service records and all other records related to the Services and performance of this Agreement for at least three (3) years after expiration, termination or final payment under this Agreement, whichever occurs later. City's rights under this Section 15.0 shall survive for three (3) years after expiration, termination or final payment under this Agreement, whichever occurs later. 16.0 Safety Requirements All work performed under this Agreement shall be performed in such a manner as to provide safety to the public and to meet or exceed the safety standards outlined by CAL OSHA and other applicable state and federal laws. City may issue restraint or cease and desist orders to Consultant when unsafe or harmful acts are observed or reported relative to the performance of the Services. Consultant shall maintain the work sites free of hazards to persons and property resulting from its operations. Consultant shall immediately report to the City any hazardous condition noted by Contractor. 17.0 Insurance 17.1. General Requirements. Consultant shall not commence work under this Agreement until it has provided evidence satisfactory to the City that Consultant has secured all insurance required under this Section. 17.2. Minimum Scope and Limits of Insurance. Consultant shall, at its sole cost and expense, procure, maintain and keep in full force and effect for the duration of the Agreement, insurance against claims for injuries to persons or damages to property that may arise from or in connection with the performance of this Agreement, as follows: 17.2.1. Commercial General Liability Insurance: Consultant shall maintain limits no less than $2,000,000 per occurrence for bodily injury, personal injury and property damage; and if Commercial General Liability Insurance or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to this Agreement/location or the general aggregate limit shall be twice the required occurrence limit: Coverage shall be at least as broad as the latest version of Insurance Services Office Commercial General Liability coverage (occurrence form CG 0001). If Consultant is a limited liability company, the commercial general liability coverage shall be amended so that Consultant and its managers, affiliates, employees, agents and other persons necessary or incidental to its operation are insureds; 17.2.2. Automobile Liability Insurance: Consultant shall. maintain limits no less than $1,000,000 per accident for bodily injury and property damage. Coverage shall be at least as broad as Automobile Liability: Insurance 10 of 20 Services Office Business Auto Coverage form number CA 0001, code 1 (any auto). 17.2.3. Workers' Compensation Insurance in the amount required by law; and Employer's Liability: $1,000,000 per accident and in the aggregate for bodily injury or disease; 17.2.4. Professional Liability (or Errors and Omissions) Liability. , with minimum limits of $1,000,000 per claim/aggregate. If a "claims made" policy is provided, then the policy shall be endorsed to provide an extended reporting period of not less than three years. 17.3. Acceptability of Insurers. The Insurance policies required under this Section shall be placed with insurers with a current A.M. Best's rating no less than A:VIII, licensed to do business in California, and satisfactory to the City. 17.4. Additional Insured. 17.4.1. For general liability insurance, City, its elected and appointed officials, officers, employees, agents, designated volunteers and those City agents acting as independent contractors in the role of City officials shall be covered as additional insureds with respect to the services or operations performed by or on behalf of the Consultant, including materials, parts or equipment furnished in connection with such work. 17.4.2. For automobile liability, City, its elected and appointed officials, officers, employees, agents, designated volunteers and those City agents serving as independent contractors in the role of City officials, shall be covered as additional insureds with respect to the ownership, operation, maintenance, use, loading or unloading of any auto owned, leased, hired or borrowed by the Consultant or for which the Consultant is responsible. 17.4.3. These additional insured provisions shall also apply to any excess/umbrella liability policies. 17.5. Cancellations or Modifications to Coverage. The insurance policies shall contain the following provisions, or Consultant shall provide endorsements on forms supplied or approved by City to state: (1) coverage shall not be suspended, voided, reduced or canceled except after 30 days prior written notice by certified mail, return receipt requested, has been given to City; (2) any failure to comply with reporting or other provisions of the policies, including breaches of warranties, shall not affect coverage provided to City, its elected and appointed officials, officers, employees, agents, designated volunteers, and those City agents serving as independent contractors in the role of City officials; 11 of 20 17.6. Primary and Non -Contributing. Coverage shall be primary insurance as respects the City, its elected officials, officers, employees, agents, designated volunteers designated volunteers and agents serving as independent contractors in the role of City officials, or if excess, shall stand in an unbroken chain of coverage excess of the Consultant's scheduled underlying coverage and that any insurance or self-insurance maintained by the City, its elected officials, officers, employees, agents. designated volunteers designated volunteers and agents serving as independent contractors in the role of City officials, shall be excess of the Consultant's insurance and shall not be called upon to contribute with it; 17.7. Separation of Insureds. All insurance required by this Section shall contain standard separation of insureds provisions and shall not contain -any special limitations on the scope of protection afforded to City, its elected and appointed officials, officers, employees, agents, designated volunteers and those City agents serving as independent contractors in the role of City officials. 17.8. Deductibles and Self -Insured Retentions. Any deductibles or self- insured retentions shall be declared to and approved by City. Consultant guarantees that, at the option of City, either: (1) the insurer shall reduce or eliminate such deductibles or self-insured retentions as respects City, its elected and appointed officials, officers, employees, agents, designated volunteers and those City agents serving as independent contractors in the role of City officials; or (2) Consultant shall procure a bond guaranteeing payment of losses and related investigation costs, claims and administrative and defense expenses. 17.9. Waiver of Subrogation. Each insurance policy required by this Agreement shall expressly waive the insurer's right of subrogation against City and its elected and appointed officials, officers, employees, agents, designated volunteers and those City agents serving as independent contractors in the role of City officials. Consultant hereby waives all rights of subrogation against City. 17.10. City Remedy for Noncompliance. If Consultant does not maintain the policies of insurance required under this Section in full force and effect during the term of this Agreement, or in the event any of Consultant's policies do not comply with the requirements under this Section, City may either immediately terminate this Agreement or, if insurance is available at a reasonable cost, City may, but has no duty to, take out the necessary insurance and pay, at Consultant's expense, the premium thereon. Consultant shall promptly reimburse City for any premium paid by City or City may withhold amounts sufficient to pay the premiums from payments due to Consultant. 17.11. Evidence of Insurance. Prior to the performance of Services under this Agreement, Consultant shall furnish City with original certificates of insurance and all original endorsements evidencing and effecting the coverages required under this Section on forms satisfactory to and approved by City. The 12 of 20 certificates and endorsements for each insurance policy shall be signed by a person authorized by that insurer to bind coverage on its behalf, and shall be on forms provided by City if requested. Consultant may provide complete, certified copies of all required insurance policies to City. Consultant shall maintain current endorsements on file with City's Risk Manager. All certificates and endorsements shall be received and approved by the City before work commences. City reserves the right to require complete, certified copies of all required insurance policies, at any time. Consultant shall also provide proof to City that insurance policies expiring during the term of this Agreement have been renewed or replaced with other policies providing at least the same coverage. Consultant shall furnish such proof at least two weeks prior to the expiration of the coverages. 17.12. Indemnity Requirements Not Limiting. Procurement of insurance by Consultant shall, not be construed as a limitation of Consultant's liability or as full performance of Consultant's duty to indemnify City under Section 18.0. 17.13. Broader Coverage/Higher Limits. If Consultant maintains broader coverage and/or higher limits than the minimums required 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. 17.14. Subcontractor Insurance Requirements. Consultant shall require each of its subcontractors that perform Services under this Agreement to maintain insurance coverage that meets all of the requirements of this Section. 18.0 Indemnification, Hold Harmless, and Duty to Defend 18.1. Indemnity for Design Professional Services. To the fullest extent permitted by law, Consultant shall, at its sole cost and expense, protect, indemnify and hold harmless City and its elected and appointed officials, officers, attorneys, agents, employees, designated volunteers, successors, assigns and those City agents serving as independent contractors in the role of City officials (collectively "Indemnitees" in this Section 18.0), from and against any and all damages, costs, expenses, liabilities, claims, demands, causes of action, proceedings, judgments, penalties, bid protests, stop notices, liens, and losses of any nature whatsoever, including but not limited to fees of attorneys, accountants and other professionals and all costs associated therewith, and reimbursement of attorneys' fees and costs of defense (collectively "Claims"), in law or in equity, whether actual, alleged or threatened, which arise out of, pertain to, or relate to, in whole or in part, the negligence, recklessness or willful misconduct of Consultant, its officers, directors, agents, servants, employees, subcontractors, contractors or their officers, directors, agents, servants or employees (or any entity or individual that Consultant shall bear the legal liability thereof) in the performance of design professional services under this Agreement by a "design 13 of 20 professional," as the term is defined under California Civil Code § 2782.8(c). Notwithstanding the foregoing and as required by Civil Code .§ 2782.8(a), in no event shall the cost to defend the Indemnitees that is charged to Consultant exceed Consultant's proportionate percentage of fault. 18.2. Other Indemnities. 18.2.1. Other than in the performance of design professional services and to the fullest extent permitted by law,. Consultant shall, at its sole cost and expense, protect, defend, hold harmless and indemnify the Indemnitees from and against any and all damages, costs, expenses, liabilities, claims, demands, causes of action, proceedings, judgments, penalties, bid protests, stop notices, liens and losses of any nature whatsoever, including but not limited to fees of accountants, attorneys and other professionals, and all costs associated therewith, and the payment of all consequential damages (collectively "Liabilities"), in law or equity, whether actual, alleged or threatened, which arise out of, pertain to, or relate to the acts or omissions of Consultant, its officers, agents, servants, employees, subcontractors, materialmen, suppliers, or contractors, or their officers, agents, servants or employees (or any entity or individual that Consultant shall bear the legal liability thereof) in the performance of this Agreement, including the Indemnitees' active or passive negligence, except for Liabilities arising from the sole negligence or willful misconduct of the Indemnitees, as determined by final arbitration or court decision or by the agreement of the Parties. Consultant shall defend the Indemnitees in any action or actions filed in connection with any Liabilities with counsel of the Indemnitees' choice, and shall pay all costs and expenses, including all attorneys' fees and experts' costs actually incurred in connection with such defense. Consultant shall reimburse the Indemnitees for any and all legal expenses and costs incurred by the Indemnitees in connection therewith. 18.2.3. Consultant shall defend, indemnify and hold harmless City in accordance with Sections 9.0 and 10.0. 18.3. Subcontractor Indemnification. Consultant shall obtain executed indemnity agreements with provisions identical to those .in this Section 18.0 from each and every subcontractor or any other person or entity involved by, for, with or on behalf of Consultant in the performance of this Agreement. If Consultant fails to obtain such indemnities, Consultant shall be -fully responsible and indemnify, hold harmless and defend the Indemnitees from and against any and all Claims and Liabilities in law or equity, whether actual, alleged or threatened, which arise out of, are claimed to arise out of, pertain to, or relate to the acts or omissions of Consultant's subcontractor, its officers, agents, servants, employees, subcontractors, materialmen, contractors or their officers, agents, servants or employees (or any entity or individual that Consultant's subcontractor shall bear the legal liability thereof) in the performance of this Agreement, including the Indemnitees' active or passive negligence, except for Claims or 14 of 20 Liabilities arising from the sole negligence or willful misconduct of the Indemnitees, as determined by final arbitration or court decision or by the agreement of the Parties. 18.4. Workers' Compensation Acts Not Limiting. Consultant's indemnification obligations under this Section, or any other provision of this Agreement, shall not be limited by the provisions of any workers' compensation act or similar act. Consultant expressly waives its statutory immunity under such statutes or laws as to City, its elected and appointed officers, officials, agents, employees, designated volunteers and those City agents serving as independent contractors in the role of City officials. 18.5. Insurance Requirements Not Limiting. City does not, and shall not, waive any rights that it may possess against Consultant because of the acceptance by City, or the deposit with City, of any insurance policy or certificate required pursuant to this Agreement. The indemnities and obligations in this Section shall apply regardless of whether or not any insurance policies are determined to be applicable to the Claims or Liabilities asserted against City or any of the other Indemnitees. 18.6. Survival of Terms. Consultant's indemnifications and obligations under this Section 18.0 shall survive the expiration or termination of this Agreement. 19.0 Non -Discrimination and Equal Employment Opportunity Consultant affirmatively represents that it is an equal opportunity employer. In the performance of this Agreement, Consultant shall not discriminate against any subcontractor, employee, or applicant for employment because of race, religion, color, national origin, handicap, ancestry, sex, gender, sexual orientation, gender identity, gender expression, marital status, national origin, ancestry, age, physical disability, mental disability, medical condition, genetic information, or any other basis prohibited by law. Consultant will take affirmative action to ensure that subcontractors and applicants are employed, and that employees are treated during employment, without regard to their race, color, religious creed, sex, gender, gender identity, gender expression, marital status, national origin, ancestry, age, physical disability, mental disability, medical condition, genetic information or sexual orientation, or any other basis prohibited by law. 20.0 Labor Certification By its signature hereunder, Consultant certifies that it is aware of the provisions of Section 3700 of the California Labor Code that require every employer to be insured against liability for Workers' Compensation or to undertake self-insurance in accordance with the provisions of that Code, and agrees to comply with such provisions before commencing the performance of the Services. 15 of 20 21.0 Prevailing Wage and Payroll Records To the extent that this Agreement calls for services that, in whole or in part, constitute "public works" as defined in the California Labor Code, Consultant shall comply in all respects with all applicable provisions of the California Labor Code, including those set forth in Exhibit B; attached hereto and incorporated by reference herein. 22.0 Entire Agreement This Agreement contains the entire agreement of the Parties with respect to the subject matter hereof, and supersedes all prior negotiations, understandings, or agreements. This Agreement may only be modified by a writing signed by both Parties. 23.0 Severability The invalidity in whole or in part of any provisions of this Agreement shall not void or affect the validity of the other provisions of this Agreement. 24.0 Governing Law and Venue This Agreement shall be governed by and construed in accordance with the laws of the State of California, except that any rule of construction to the effect that ambiguities are to be resolved against the drafting party shall not be applied in interpreting this Agreement. Any dispute that arises under or relates to this Agreement (whether contract, tort or both) shall be resolved in a superior court with geographic jurisdiction over the City of Seal Beach. 25.0 No Third Party Beneficiaries This Agreement is made solely for the benefit of the Parties to this Agreement and their respective successors and assigns, and no other person or entity shall be deemed to have any rights hereunder against either party by virtue of this Agreement. 26.0 Waiver No delay or omission to exercise any right, power or remedy accruing to City under this Agreement shall impair any right, power or remedy of City, nor shall it be construed as a waiver of, or consent to, any breach or default. No waiver of any breach, any failure of a condition, or any right or remedy under this Agreement shall be (1) effective unless it is in writing and signed by the Party making the waiver, (2) deemed to be a waiver of, or consent to, any other breach, failure of a condition, or right or remedy, or (3) deemed to constitute a continuing waiver unless the writing expressly so states. 16 of 20 27.0 Prohibited Interests; Conflict of Interest 27.1. Consultant covenants that it presently has no interest and shall not acquire any interest, direct or indirect, which may be affected by the Services, or which would conflict in any manner with the performance of the Services. Consultant further covenants that, in performance of this Agreement, no person having any such interest shall be employed by it. Furthermore, Consultant shall avoid the appearance of having any interest, which would conflict in any manner with the performance of the Services. Consultant shall not accept any employment or representation during the term of this Agreement which is or may likely make Consultant "financially interested" (as provided in California Government Code §§ 1090 and 87100) in any decision made by City on any matter in connection with which Consultant has been retained. 27.2. Consultant further warrants and maintains that it has not employed or retained any person or entity, other than a bona fide employee working exclusively for Consultant, to solicit or obtain this Agreement. Nor has Consultant paid or agreed to pay any person or entity, other than a bona fide employee working exclusively for Consultant, any fee, commission, gift, percentage, or any other consideration contingent upon the execution of this Agreement. Upon any breach or violation of this warranty, City shall have the right, at its sole and absolute discretion, to terminate this Agreement without further liability, or to deduct from any sums payable to Consultant hereunder the full amount or value of any such fee, commission, percentage or gift. 27.3. Consultant warrants and maintains that it has no knowledge that any officer or employee of City has any interest, whether contractual, non - contractual, financial, proprietary, or otherwise, in this transaction or in the business of Consultant, and that if any such interest comes to the knowledge of Consultant at any time during the term of this Agreement, Consultant shall immediately make a complete, written disclosure of such interest to City„ even if such interest would not be deemed a prohibited "conflict of interest" under applicable laws as described in this Section. 28.0 Final Payment Acceptance Constitutes Release The acceptance by Consultant of the final payment made under this Agreement shall operate as and be a release of City from all claims and liabilities for compensation to Consultant for anything done, furnished or relating to Consultant's work or services. Acceptance of payment shall be any negotiation of City's check or the failure to make a written extra compensation claim within ten calendar days of the receipt of that check. However, approval or payment by City shall not constitute, nor be deemed, a release of the responsibility and liability of Consultant, its employees, subcontractors and agents for the accuracy and competency of the information provided and/or work performed; nor shall such approval or payment be deemed to be an assumption of such responsibility 17 of 20 or liability by City for any defect or error in the work prepared by Consultant, its employees, subcontractors and agents. 29.0 Corrections In addition to the indemnification obligations set forth above, Consultant shall correct, at its expense, all errors in the work which may be disclosed during City's review of Consultant's report or plans. Should Consultant fail to make such correction in a reasonably timely manner; such correction may be made by City, and the cost thereof shall be charged to Consultant. In addition to all other available remedies, City may deduct the cost of such correction from any retention amount held by City or may withhold payment otherwise owed Consultant under this Agreement up to the amount of the cost of correction. 30.0 Non -Appropriation of Funds Payments to be made to Consultant by City for any Services performed within the current fiscal year are within the current fiscal budget and within an available, unexhausted fund. In the event that City does not appropriate sufficient funds for payment of Consultant's Services beyond the current fiscal year, this Agreement shall cover payment for Consultant's Services only to the conclusion of the last fiscal year in which City appropriates sufficient funds and shall automatically terminate at the conclusion of such fiscal year. 31.0 Mutual Cooperation 31.1. City's Cooperation. City shall provide Consultant with all pertinent Data, documents and other requested information as is reasonably available for Consultant's proper performance of the Services required under this Agreement. 31.2. Consultant's Cooperation. In the event any claim or action is brought against City relating to Consultant's performance of Services rendered under this Agreement, Consultant shall render any reasonable assistance that City requires. 32.0 Time of the Essence Time is of the essence in respect to all provisions of this Agreement that specify a time for performance; provided, however, that the foregoing shall not. be construed to limit or deprive a Party of the benefits of any grace or use period allowed in this Agreement. 33.0 Attorneys' Fees If either party commences an action against the other party, either legal, administrative or otherwise, arising out of or in connection with this Agreement, the prevailing party in such litigation shall be entitled to have and recover from 18 of 20 the losing party all of its attorneys' fees and other costs incurred in connection therewith. 34.0 Exhibits All exhibits referenced in this Agreement are hereby' incorporated into the Agreement as if set forth in full herein. In the eke F y material discrepancy between the terms of any exhibit so incorp'o it ad' •the terms of this Agreement, the terms of this Agreement shall control 35.0 Corporate Authority The person executing this Agreement on she is duly authorized to execute. this Ag by his or her execution, the Consultant ,'C Agreement. { r betaalf c f & gement' r $I formally bo syr_ u 19 of 20 tant warrants the or ilf of said party and that to the provisions of this IN WITNESS WHEREOF, the Parties hereto, through their respective authorized representatives have executed this Agreement as of the date and year first above written. CITY OF SEAL BEACH ' LIM Attest: M Approv?as For By: "Craig A. Steele, City Attorney CONSULTANT: Annealta Group, a California cor do By: Name: P 11%4 T'FH DA?rntAael- Its: M,rii`z�cLr) ror lease note, two signatures rE corporations pursuant to CG Corporations Code Section 31: each of the following categories: (i) the chairperson of the board, the president or any vice president, and (ii) the secretary, any assistant secretary, the chief financial officer or any assistant treasurer of such corporation.) 20 of 20 OFFICER'S CERTIFICATE 1, Paul Timothy D'Zmura certify that: 1. 1 am duly elected, qualified and acting President and Corporate Secretary of Annealta Group, a duly organized and existing California corporation; and 2. Annealta Group policy sets forth the delegation of authority to the company's officers and employees to create financial, contractual, and other obligations on behalf of Annealta Group in the course of performing their employment. This policy permitsdelegatiori of signature authority to authorized Contract Representatives. Paul Timothy D'Zmura is a company officer and therefore by this delegation has signature authority to sign proposals and bind Annealta Group in contractual commitments. IN WITNESS WHEREOF, I hgve executed this Officer's Certificate and affixed the corporate seal of Annealta Group this K day of 2016. Annealta Group Corporate Seal TA Paul Timothy D'Zfdura { President and Corporate Secretary x ► _ � . r4 State of California }ss. County of Orange ) L The undersigned, a Notary Public, does hereby certify that on this 1'a day of 2016, personally appeared before me, Paul Timothy D'Zmura, who being first duly sworn an oath, declared that he is President and Corporate Secretary of Annealta Group and that he signed the foregoing document in this capacity as President and Corporate Secretary of the corporation, and that the statements contained herein are true. IN WITNESS WHEREOF, I have hereunto set my hand and seal the date set forth above. CHRISTOPHER RYAN DIETZ Commission * 2136fi112 Notary Public - California Orange County R9 Comm. Ex res Dec 13, 2019 I/ CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT CIVIL CODE § 1189 A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document. State of California ) County of Orange ) On "e,ar1� (e before me, Christopher Rolan Dietz, Notary Public Date i� Here Insert Name and Title of the Officer personally appeared �ftU Y`� ��`'1 1r' 7 m uy C_L Name(s) of Signer(s) who proved to me on the basis of satisfactory evidence to be the person('%rwhose nameK is/ar€ subscribed to the within instrument and acknowledged to me that he/skt/thef( executed the same in his/ber/tbeif authorized capacity and that by his/her/their signature,(s)'on the instrument the person(s); or the entity upon behalf of which the person(s) acted, executed the instrument. CHRI&TOPHER RYAN DIETZ CommiiSion ,# 2136682 Notary Public - G&Iitornii Orange County Comm. 991113 Doc 13.2018 1 certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct. WITNESS my Signature official seal. of Notary Place Notary Seal Above OPTIONAL — n4auoh this section is optional, completing this information can deter alteration of the document or Traf ubb%nFrea#achment of this form to an unintended document. Description of Attached Document Title or Type of Document: Document Date: Signer(s) Other Than Named Above: Number of EXHIBIT A Consultant's Proposal ANNEALTA GROUP PROPOSAL TO PROVIDE ®n-CaU Professionafl Engineering Han Check Services PREPARED FOR Denice Bailey Project Engineer City of Seal Beach 211 Eighth Street Seal Beach, CA 90740 SUBMITTED BY ANNEALTA GROUP Tim D'Zmura, PE, CBO, AICP I President/CEO 5151 Oceanus Drive, Ste 103 Huntington Beach, CA 92649 direct 714.625.5840 tdzmura@annealtagroup.com Table of Contents CoverLetter.............................................................................................................................................1 CompanyQualifications.........................................................................................................................3 LocalStaffing List...................................................................................................................................8 Understanding/ Approach....................................................................................................................11 References............................................................................................................................................17 Exceptions/ Business Entity/ Contract Signatories............................................................................18 Fee & Cost Proposal (under separate cover).....................................................................................21 Appendix Sample Correction List Sample Plan Check log Resumes April 20, 2022 Denice Bailey, Project Engineer City of Seal Beach 211 Eighth Street Seal Beach, CA 90740 Re: Proposal to Provide On -Call Development Engineering, Plan Checking and Program Management Services Dear Ms. Bailey, Annealta Group is pleased to submit our proposal to provide On -Call Development Engineering, Plan Checking and Program Management Services in support of the Public Works Department of the City of Laguna Niguel. These are core services that Annealta Group provides to its clients and we are uniquely positioned to serve the City when called upon. We have carefully assembled a team of experienced and professional staff who possess the know-how and skill set to serve as an extension of the City's staff in performing a variety of services on an as needed basis. We understand that the City of Seal Beach is seeking qualified firms to provide professional plan check services in support of the City's Public Works Department - Administration & Engineering division. The Division is responsible for directing, planning, organizing, and managing the infrastructure for the City's beach, buildings, sewer system, water system, parks, trees, landscape, and streets. Related activities include grant preparation, contract oversight, land development, construction activities, and coordination with various agencies such as the Coastal Commission, OCTA, and Orange County Public Works, among others. The division also prepares and oversees the City's annual budget document and Capital Improvement Program (CIP). Specifically, assistance is needed in the review of the following type of projects: ■ Land Development (i.e., grading, streets, hydrology, water quality management plan) ■ Utility (i.e., wireless telecommunication and investor-owned utilities) ■ Surveying ■ Subdivision (i.e., lot line adjustment, tract map, parcel map, certificate of compliance) We view the keys to serving Seal Beach as follows: ✓ Providing a Principal in Charge with Coastal Zone Experience ✓ Leveraging the experience and knowledge our staff has gained in serving similar Orange County & Coastal cities including the following: ■ Laguna Niguel ■ Fountain Valley ■ Encinitas ■ Palos Verdes Estates Page 11 41 ANNEALTA GROUP ✓ Assigning high quality, experienced staff that work well with city staff ✓ Coordinating effectively with other city departments and outside agencies As requested in the RFP, Annealta Group is a California S Corp #C-3825679 and corporate office location is: Tim D'Zmura, PE, CBO, AICP - President/CEO Annealta Group 5151 Oceanus Drive, Ste 103, Huntington Beach, CA 92649 direct 714.625.5840 1 tdzmura@annealtagroup.com Please don't hesitate to contact me directly if you have any questions or would like additional information about how we can assist. Thank you for the consideration of our proposal! Sincerely, Tim D'Zmura, PE, CBO, AICP President l CEO L k Contact Tim D'Zmura, PE, CBO, AICP President/CEO 714.625.5840 tdzmura@annealtagroup.com I Page 12 ANNEALTA GROUP Annealta focuses on providing the expertise required to assist our clients with professional services tailored to their specific and unique needs. Spanning critical municipal service areas including public works, city engineering, planning and building and safety, our team of experts bring a wealth of expertise in their respective fields. Serving in the capacity as an extension of our client's staff, we are committed to achieving your organization's goals and overcoming challenges that many assignments encounter. Our client references can attest to our successful track record of the delivery of services and projects on time and within budget in a customer friendly manner! Annealta's unique combination of qualifications, experience and certifications will enable us to work effectively with the Public Works Department as well as other city departments in the successful delivery of projects for the City. Our company formed in 2015 in response to client demands for focused services provided by smaller, principal led firms as opposed to untailored services provided by some larger corporations in the market place. Our staff has a proven track record of successfully delivering projects and effectively coordinating with other city departments as project issues and deadlines dictate. We provide the following services to cities/counties: ✓ Plan Review ✓ Construction Management ✓ Construction Inspection ✓ Public Works Staff Augmentation ✓ Program Management ✓ Project Management ✓ Planning ✓ Building Inspection ✓ Organizational Assessments Annealta Grmup Strengths Today's development environment can place increased demands on city staffing resources. Annealta Group can help alleviate or minimize this staffing resource burden and at the same time provide a high level of customer service in a budget friendly manner, and we possess the ability to adjust service levels as needed. We fully understand these resource demands, have experience in successfully providing services under these conditions and are committed to working for you and the residents of the City. We propose to provide the City the following fundamental elements: ✓ Customer service. One of the keys to the success of your department is providing your customers (residents, architects, engineers, contractors) with excellent service. We are committed to providing a level of service to you and your constituents that will meet or exceed your expectations. ✓ Tailored, City -specific services. We deliver skilled and thorough planning services. Experienced staff will be assigned to projects that possess both the technical know-how and communication skills necessary to effectively process projects according to City policies and procedures. ✓ Effective Coordination with other City Departments. We are proud of our staffs track record of effectively communicating and coordinating with other City divisions and departments. We understand the one stop shop approach to providing a high level of service to residents and developers alike. Page 13 "W"" ANNEALTA GROUP ✓ Project Controls. The services we provide are always closely coordinated and monitored to ensure we meet or exceed the service levels desired by the City, but also stay within the financial capacity of your operating budget. We have broad experience and "hands on" knowledge of municipal budgeting, specifically related to expenditures and cost recovery associated with private development processing and permitting. We will work in close partnership with the City, tailoring our services and deployment of staff to match the allocated budget. We understand that as needs arise, the City will contact consultant(s) to respond to a detailed request and provide a specific staffing candidate and cost. Based on the City's request, we will propose the best suited staff that has the skillset aligned with the critical aspects of the specific need. Staff proposed will be experienced at working in a municipal environment, nurturing positive relationships with affected parties, and collaborating with both internal and external stakeholders to deliver the project on time and within budget. Of critical importance will be the assigned staffs ability to effectively communicate project issues to the City Project Managers and Directors to avoid any surprises on the project. Our strengths are: Track record of delivering projects: on time and within, budget ■ Small firm commitment tageding the job done right' ■ Transparent and ethical methods for delivery of services ■ A. hands-on principal ■ Unique experience collaborating with internal departments to assist in problem solving and project delivery Our staff has dedicated their careers to serving government agencies in a transparent and ethical manner. We are fortunate to have many public agencies as our clients and are proud to include the following that are familiar with our staffs success in the delivery of services and projects similar to the needs of Seal Beach. ✓ Laguna Niguel ✓ Encinitas ✓ Fountain Valley ✓ San Gabriel ✓ Culver City ✓ Industry ✓ Palmdale ✓ Cypress ✓ Orange Experience We have performed Plan Check Services since the initiation of our company. Additionally, our staff has significant and relevant experience in serving municipalities on a wide range of assignments in a variety of roles. Our unique experience, including serving in the management roles of Public Works Director, City Engineer, Planning Director, Building Official, provides us a different perspective that aids us in the successful delivery of projects to our clients. Annealta Group possesses the knowledge, expertise and experience to provide the needed services to the City. Below are some specific samples of our specific, recent project experience in similar roles. Page 1 4 WIR'� ANNEALTA GROUP City of Encinitas — Public Works Management Annealta Group served the city as interim Public Works Director with oversight of public works administration, street maintenance, stormwater maintenance, trash and recycling and the clean water program divisions and managing a staff of 60 full-time employees with a budget of $7.0 million. Annealta Group performed an organizational assessment which reviewed processes, work environment and organizational structure. The assessment guided the development of recommendations and action plans to support the city's objectives. Oversight of public works included management of capital improvement projects, review of payment for contract services; work with other city departments and divisions to identify and prioritize tasks related to engineering projects. We were responsible for developing, administering and tracking the department budget, preparing department agenda items and writing and presenting staff reports to City Council. We also managed a wide variety of construction and maintenance projects including easements, legal descriptions, plan checks, construction inspections, and materials testing; and directed traffic engineering and transportation planning activities and studies. City of Laguna Niguel — Plan Check, Program & Project Management Annealta Group serves the Public Works department with a variety of projects and tasks. The city has 41 projects in its adopted Five -Year CIP 2019-2023 and our role is to identify strategies to expedite and deliver critical projects for the community. Specifically,, we: ■ Assess and confirm current project schedules and budgets ■ Under the direction of the Director, identify (1) high priority projects and (2) quick delivery projects that are contained in the current CIP ■ In conjunction with city staff, review, adjust and implement expeditious project delivery methods for identified CIP projects Specific Projects: Chapparosa Park, Marina Hills Park, La Plata Park Equipment Replacement and Drainage Repairs Project — This project consists of the removal of outdated play equipment in the three parks, including new ADA access, irrigation, playground surfaces and landscaping. This project also included the addition of another Capital Improvement Project for drainage facility improvements to one of the parks. Annealta Group assumed responsibility as Project Manager over the stalled project (2 years old) to ensure the project got back on track for completion. Completed the first official plan check of the project and coordinated corrections with the Design Landscape Architect. Negotiated Amendments to finish the project plans and specifications. Negotiated a settlement with the Design Landscape Architect over disputes that were over one year old. Public Works Street Maintenance Policies and Procedures Manual — Drafted a Policies and Procedures Manual for the Public Works Street Maintenance Division. After the Manual was completed, Annealta reviewed the City's current programs and staffing levels, and completed schedules and budgets to follow for implementation of the programs for each function of the Division. Mentored and trained the Street Maintenance Superintendent on the implementation of the procedures. Crown Valley Park Building Tier III Project — This is the construction of a new, $37 million, three story Community Center complete with city staff offices, community rooms, and a full locker room for the existing Public Swimming Pools and Spa. Annealta served as Project Manager for the last seven months of the project. This was a very complex city project that was completed with the Multi -Prime Method of project delivery. We had oversight of the Design Architecture Services ($1.9 million), the Construction Management Contract ($2 million), and over 24 contractors of various disciplines for a public building and infrastructure. Duties also included coordination with other City Departments (Parks and Recreation, Finance, Building and Safety, City Clerk, and City Manager's Office), drafting of Council Staff Reports, completion of power point presentations for Ad -Hoc Committee meetings, coordination of new IT services and furniture orders, and the continued access of a very active YMCA and Botanical Preserve Volunteer Group. Page 15 0 ANNEALTA GROUP City of Fountain Valley — Plan Check, Construction Management & Construction Inspection Annealta Group currently provides construction management and inspection services for various capital improvement projects including arterial and residential pavement rehabilitation and resurfacing, sewer line structural repairs, waterline replacements, drainage facility improvements, sidewalk improvements, arterial median landscape projects, parkway landscape improvements, government building interior and exterior improvements and traffic facility improvements. Fiber Optic Project — Served as the city's Project Manager/Inspector in support of the public works department. The project plans are for Frontier to install fiber optics citywide over the span of two to three years. We are currently providing project management/inspection services, plan check review and inspection of all things required to facilitate Frontier's efforts. Residential Roadway Rehabilitation City of Fountain Valley Project (GT229) — Served as full-time onsite public works inspector responsible for coordination with City staff and contractor / subcontractor, pre -construction, inspection and monitoring of day-to-day work and activities. Project work included asphalt cold mill and overlay, asphalt slung seal, thermoplastic stripping, remove and replace PCC curb and gutter, curb ramp improvements to meet ADA requirements. Project budget was $1.7M. Residential Roadway Rehabilitation Project — project includes 1" cold mill and re -paving of 2.5" of roadway pavement section on 38 different residential streets. Work also includes installing new curb ramps, replacing deteriorated sidewalk and curb & gutter. Street Improvement Project (T1274) — project includes grinding and re -paving of 2"- 3" of roadway pavement section on Newhope Street from Talbert Avenue to Warner Avenue. Work includes grinding, several full depth asphalt removal and replacement, removal and replacement of concrete curb & gutter and curb ramp, construction of rubberized asphalt concrete surface cap, PCC repairs and installation of traffic loops, signs, striping and pavement markers. Project will also reconstruct the median near Slater to provide better access to adjoining commercial properties as well as maintaining enhanced landscape opportunities. Annual Street Rehabilitation — Served as the Public Works Inspector/Manager responsible for day-to-day tasks on this arterial/secondary street rehabilitation project. Services included review of the submittals, all construction activities, managing all contractors/sub-contractors, materials testing, coordination with City staff, pre -construction, construction meetings and utility coordination, schedule management, change orders and final closeout activities. Budget $2.25M City of Palos Verdes Estates — Public Works Director & Planning Director 1990-1999 Mr. D'Zmura's principal accomplishments and assignments included: • Development of a Pavement Management System • Drafted the Soils and Geology Review Process • Provided Project Engineering on the Via Zurita Hairpin Turn Roadway Repair Project • Management of the Preparation of the Traffic Calming Plan • Construction Contract Management • Plan Review • Capital Improvement Planning and Implementation • Guidance on Hillside Development and Grading • Roadway and Landscape Maintenance Management • Feasibility Studies City of Industry — Development Plan Check I Construction Inspection Annealta Group serves the city with a number of staff. Our service includes a full-time, on-site staff member who provides engineering plan check on a variety of development projects. Annealta Group also provides all development engineering services inspections including grading and storm water compliance, planning and building services. Supporting the Building Department, our full-time permit technicians provide front counter support, minor plan review, permit processing and customer service. Planning services include assisting the city in the review of new development projects and special programs. Our staffs key duties also include the following: Page 16 ANNEALTA GROUP ■ Counter technician services ■ Development plan review ■ Special projects processing ■ Processing administrative and discretionary land use entitlement applications ■ Preparing and presenting Planning Commission and City Council staff reports ■ Assistance at the Planning Department's public counter City of San Gabriel — Public Works Management Annealta Group served the city as interim Public Works Director managing 32 full-time employees and a budget of $14 .million with oversight of their entire capital improvement program; directed the preparation of plans, specifications, cost estimates, and contract documents; visited construction sites to ensure conformance to plans; reviewed and approved payments for contract services; and worked with other City departments and divisions to identify and prioritize needs related to engineering projects. We were responsible for developing and administering the department budget, preparing department agenda items as well as writing and presenting staff reports to City Council. We also managed a wide variety of construction and maintenance projects including easements, legal descriptions, plan checks, construction inspections, and materials testing; and directed traffic engineering and transportation planning activities and studies. City of Palmdale — Engineering Plan Check and Project Management for CIP Annealta Group provides on-call plan check services for a variety of capital improvement projects in the City. In 2016 the City developed a 10 -year CIP plan with a budget of $914 million, which includes 227 proposed projects divided into five categories: General, Park and Culture, Streets, Traffic and Watershed Resources. We serve as a vital extension of the City staff to review projects for compliance and consistency with a number of local, county, state and federal regulations. This includes Civil Engineering plan check, including the review of design plans, specifications, cost estimates and contract documents for projects such as street improvements, structural portland cement concrete bridges and structures, storm water, parks and recreation, water and wastewater infrastructure design for distribution and collection system and regulatory compliance, engineering plan check review for private developments, structural plan design and preparation of miscellaneous grant funding applications. City of Indian Wells — Program & Project Management Annealta Group has been awarded a contract for Project Management Support Services on at least six (6) projects that are in the current approved City's Capital Improvement Program (CIP). We assisted the city with drafting a Request for Qualifications to provide the City with "On -Call Engineering Design Services." Annealta developed Proposal Rating sheets and a tabulation spreadsheet, supported the city during the advertising process, review of proposals, and was a part of the interview panel, and drafted the City Council Staff Report for award. We also drafted Bid Advertisements for the Camina Del Rey Street Overlay Project and the EI Dorado Drainage Channel drop structure. Our staff will support the city staff with future projects as needed. The projects in the current CIP are: Annual Asphalt Program ■ Whitewater Drainage Improvements ■ Concrete Remove and Replace Annual Program ■ Update Pavement Management Assessment ■ Circulation Master Plan ■ Golf Cart Bridge Maintenance Page 17 `""NANNEALTA GROUP Based on the City's request, we will propose the best suited staff led by a Project Manager with the skill set aligned with the critical aspects of the specific need. Tim D'Zmura, PE, CBO, AICP will serve as your Project Manager and your Management Contact with Annealta Group. Staff proposed will be experienced at working in a municipal environment, nurturing positive relationships with affected parties, and collaborating with both internal and external stakeholders to deliver the project on time and within budget. ORGANIZATION CHART We propose the follow structure and potential staffing candidates to support the city. Page 18 0 ANNEALTA GROUP Below are resume summaries along with detailed relevant staff experience. Detailed resumes are included in the Appendix. Tim D'Zmura, PE, CBO, AICP I PRINCIPAL IN CHARGE & ENGINEERING PLAN CHECKER He brings more than 30 years' experience and has served public sector clients as in-house public works director, city engineer, planning director, assistant city engineer and building official. He has served private sector clients as a project manager and design engineer. Tim has served as resident engineer on dozens of federally funded municipal projects and delivered those projects on time and within budget. In addition, a collaborative working style enables him to bring recommendations to stakeholders when problems are encountered so solutions may be quickly identified and implemented. Rick Jones, PE, LS, QSP, QSD I MAP & ENGINEERING PLAN CHECKER Mr. Jones serves as a Professional Reviewer with over 39 years of experience in the industry. He works with a staff of Engineers and Surveyors and is directly responsible for review and approval of Land Development and Public Works Projects. He has served as a City Engineer and City Surveyor to multiple jurisdictions in Southern California including the City of Rancho Palos Verdes, City of Palos Verdes Estates, City of Stanton, City of Moorpark, City of Twentynine Palms, City of Yucaipa, and the Town of Apple Valley. Angel Fuertes, PE, QSP/QSD I ENGINEERING PLAN CHECKER Angel is a highly knowledgeable project manager with 35 years of successful construction management, city engineering and implementing and administering public works projects and programs. He has broad experience administering contracts for capital projects from design through construction phases, staff- augmentation, and construction administration/inspection. He has also managed the development of CIP projects including planning, budgeting, identify funding sources and completing grant applications. Angel is.a professional who brings solutions to our clients. He is flexible and his communication style fosters a teamwork atmosphere in resolving challenges. He is committed to serving the needs of the client through strong leadership and a collaborative approach. Edgar Monroy, PE, TE I ENGINEERING PLAN CHECKER Edgar has more than 40 years of experience and has served primarily in the role of city traffic engineer in the Southern California region. He brings a high level of expertise having developed and reviewed many traffic impact studies, signal design, traffic signal timing, construction traffic control plans and signing and striping. He has led and managed entire departments plus managed public works crews related to signal, signing and striping. His experience also includes reviewing land development plans, surveying and hydrology studies. He brings a wealth of knowledge and a high level of customer service to our clients and the community. Ardalan Vajdi, QSP 1 PLAN CHECKER Ardalan is trilingual in English, Persian and Armenian and brings 18 years of experience in construction management and construction inspection of heavy civil/roadway, utilities, buildings, tunnels, and structures. Most recent experience includes construction quality assurance as the owner's representative for municipal projects, including bridges, roadway and utility infrastructure improvements in California. His experience also includes bridge hinge replacement and demolition in Southern California, Portland Cement Concrete Pavement in Las Vegas for Clark County and signal replacement projects for Colorado Department of Transportation. His international experience includes heavy civil, rail, tunneling, and building construction quality assurance and project management in UK and Africa. He fosters a team approach with the owner, designer, contractor and other stake holders to facilitate timely resolution of issues while maintaining the highest standards of safety and quality, keeping in mind budget constraints. Page 19 N"N— ANNEALTA GROUP Jeff Coplen, QISp, QSP I P L A N C H E C K E R Jeff possesses over 20 years of engineering, project management, construction management and construction inspection experience. His vast project areas include: street improvements; sewers; storm drains; buildings; lighting; traffic signals; recycled and potable water treatment and distribution; reservoirs; pipelines; wells; pump stations; lift stations; tanks; meters; SCADA; water sampling, testing, and analyzing; roadways; parks and medians. Jeff has a strong understanding of the Greenbook, CSI codes, Caltrans standards and the WATCH manual. He utilizes this expert knowledge to maintain a high level of quality and collaboratively works with all parties to resolve any problems or question that may arise. His ability to focus on the project details coupled with his extensive public works experience ensures that all work is completed on time, within budget, and per plans and specifications Chuck Burkhart I PLAN CHECKER Chuck has served cities throughout Southern California as a public works professional for nearly 50 years. He is a seasoned manager who effectively and collaboratively works with staff, agencies and contractors to ensure projects are carried out as specified. His vast project experience encompasses all types of projects from small municipal projects to multi -million -dollar, complex projects including street improvements, infrastructure renovations, pipelines, libraries and community buildings. His diverse and extensive background allows him to bring a deep understanding and expertise to clients that assists in the delivery of projects on time and within budget. � qaa n UNDM Pam ft PfVhl.ei6� CtltlAl4/9r.1�/P i il{i 4-�a' �. ,dam. W&A lb- Oka,32M: nn n'+ Mabra""; '" � •7'A�_ -� __.c._-._.=� Page 110 'U' ANNEALTA GROUP Understanding / Development Engineering Plan Check We understand the City is looking for consultants who possess a thorough knowledge of civil engineering principles including street -design requirements, storm drain design requirements, water & sewer design requirements, traffic engineering and traffic operations principles and design requirements. Our staff is experienced and can make thoughtful, independent engineering judgments and decisions, and positively interact with private and public sector personnel. We understand our role in -serving as an extension of your staff. Specifically, the consultant would assist Public Works, which provides engineering and review services for construction of all development projects and public improvements throughout the City. The Department is responsible for providing a complete and comprehensive engineering review of all development projects from the conceptual stage to completion. The responsibility entails review and approval of all final tract and parcel maps, grading plans and improvement plans (street, water, sewer, storm drains, erosion control, landscaping & irrigation) for compliance with land use regulations, City Master Plan of Street & Highways, Standard Plans for Public Works Construction Projects and to ensure that all public improvements are bonded prior to construction. The scope of work may include the following tasks: 1. Review public/private development plans and maps within ten (10) working days per review. 2. Review National Pollutant Discharge Elimination System (NPDES) reports, Water Quality Management Plan (WQMP), and Storm Water Pollution Prevention Plans (SWPPP) within ten (10) working days per review. 3. Review telecommunication permits/plans. 4. Review utility permits/plans. 5. Update development -related documentation, interagency coordination checklist, policies and procedures. 6. Other engineering -related tasks, as necessary. Additionally, it is our understanding that all plans for private developments (which includes residential, commercial and industrial and tract/parcel maps, etc.) are submitted to Public Works for review and approval. Public Works provides conditions of approval that that categorizes the required project conditions: ✓ Prior to Final Map Recordation ✓ Prior to Grading Permit Issuance ✓ Prior to Utility Permit Issuance ✓ Prior to Improvement Permit Issuance ✓ Prior to Building Permit Issuance All submittal packages must be deemed complete prior to review. A complete submittal for Public Work's initial review may include but is not limited to the following: ✓ Preliminary Title Report ✓ Conceptual Grading Improvement Plan ✓ Preliminary Soils Report (no older than 1 year) ✓ Preliminary Hydrology/Drainage Report ✓ Preliminary Water Qualitv Management Plan 0 Page 111 ANNEALTA GROUP ✓ Draft Traffic Impact Analysis ✓ Additional plans and reports as required for the proposed development ✓ Conceptual Utilities Plan (existing and proposed) include: • Sewer • Water • Storm drain Once residential subdivisions, commercial or industrial projects have been approved by the Planning Commission, the Public Works Department accepts the final tract/parcel map, grading plans, improvement plans and the corresponding reports for plan check. A complete submittal may include, but is not limited to the following: ✓ Grading Plan ✓ Street Improvement Plan ✓ Traffic Signal Plan ✓ Signing & Striping Plan ✓ Sewer Improvement Plan ✓ Water Improvement Plan ✓ Storm drain Improvement Plan ✓ Landscape Improvement Plan ✓ Cost Estimate ✓ Soils Report ✓ Hydrology Report ✓ Traffic Study ✓ Sewer Analysis/Study ✓ Water Analysis/Study ✓ SWPPP (Stormwater Pollution Prevention Plan) ✓ WQMP (Water Quality Management Plan) ✓ Final Parcel or Tract Map (included reference materials) ✓ Approved Tentative Map ✓ Preliminary Title Report (not older than 30 days) ✓ Reference Plans We will perform plan checks and reviews in accordance with the City Design Policies, American Public Works Association Standards, Caltrans Highway Design Manual, Caltrans Traffic Manual, Caltrans Standard Plans and Specifications, Orange County Hydrology Manual and the Americans Disability Act and California Title 24 requirements on accessibility. In addition to reviewing improvement plans using these standards and specifications, our engineers use these plans and specifications when preparing engineering bid documents for capital improvement projects for municipal clients in the local area. Our engineers are not just plan reviewers, they are licensed professionals that make sound engineering decisions and communicate effectively with internal and external clients. The plan check will be routed to the most appropriate and qualified staff based on expertise and ability to meet the required turn -around time. After a Quality Assurance review by the project manager, the plan review comments will be routed to City staff for final review and transmittal to the applicant. Our online database will then be updated to reflect status of the submittal. All formal project submittals will be routed through the City in order to maintain the accountability and integrity of the plan check process. Page 112 ...V` ANNEALTA GROUP Annealta can accommodate the standard plan review turnaround time that is required by the City. Our typical goal is to provide plan review comments on the first submittal within 10 working days, and within 10 working days on all subsequent submittals. Our organization is extremely flexible and has the ability to meet shorter turn -around times if requested by the City and applicant. One of our goals is to make the first plan review comments as thorough as possible and reduce the possibility of new comments coming up later in the plan review process. Additionally, our staff strives to be proactive in plan review and will contact the applicant as needed to review technical questions. This can often help eliminate costly re -submittals. Plan Check The scope of work may include the following tasks: ✓ Perform review of civil related improvement plans, grading, sewer, storm drain, and erosion control. ✓ Perform review of parcel maps, tract maps, easements, and lot line adjustments. ✓ Perform review of traffic signal installation or modification plans. ✓ Perform review of studies and reports such as sewer, drainage, geotechnical, and WQMP. ✓ Knowledgeable about commonly used software programs and Orange County Hydrology and Local Drainage Manuals. ✓ Prepare plan check comments in concise and understandable manner. ✓ Perform review of encroachment permit applications, including permit conditions, traffic control, working hours, and fees. ✓ Interact with private and public personnel. ✓ Submit resumes for permit technician/engineers who will provide 25 hours per week of permit reviews and processing. Subdivision map checking services shall include review of private development parcel, tract and final maps and may also include capital improvement projects. Services provided shall also include review of documents to be recorded by separate instrument, reports and calculations including but not limited to easement and right-of-way documents, closure calculations, lot -line adjustments, certificates of compliance, title reports, etc. A Licensed Land Surveyor shall personally examine each map and certify the correctness of each of the items listed in Subdivision Map Act Section 6642 (a). We will perform all map checking and review of supporting documents necessary for map approval and recordation. Map checking and reviews shall be coordinated with ROW improvements and shall also confirm incorporation of stakeholder comments (including but not limited to Utility Services, Maintenance Services, Traffic/Transportation, Parks Recreation & Arts, etc. where easements and/or maintenance agreements may be required.) As directed, Consultant shall coordinate with all stakeholders (external and internal) throughout the map check process, including but not limited to coordinating and meeting with Developers/Owners, Private Surveyors/Engineers, and other City Departments, Divisions and Sections. Grading & Stormwater Pollution Prevention Implementation Manual Page 113 ANNEALTA GROUP Consultant shall utilize the City's checklists/forms and initial/sign-off where indicated for "CITY". First (pre) submittal by the Applicant/Owner shall be made to a City. If accepted, the City will forward to the Consultant for logging and first check. With the City's approval re -submittals shall be made directly to the Consultant, logged and checked. When the Consultant returns comments to the Developer's Surveyor/Engineer, the Consultant shall log and package shall include: ✓ Electronic Map Check Mark-ups (Map, Reports and/or Calculations) ✓ Completed City Checklist ✓ Additional Comments List(s) ✓ Consultant shall copy the City on all communications Peer Review Plan Check We understand that the selected consultant may also be responsible for peer review, including independent review of PS&E and other documents. KEY SPECIFIC DUTIES ✓ Communicate with the City to identify critical project issues ✓ Project site examination ✓ Engineering plan check — both horizontal and vertical elements ✓ If required, establishment of QA/QC protocol including the following: In the design phase of a construction project, the quality assurance program will focus on the procedures that the design engineer has implemented to ensure that the design meets quality standards. It will specify qualifications for designers; sign off approvals for plan preparation, revision and approval protocols; and minimum standards for the materials called for in the plans. f The quality assurance program will review the contractor's processes for determining which suppliers are qualified to deliver the required quality. Quality control applies the process, makes sure the selected suppliers meet the qualification criteria and carries out any testing that is required. Plant inspection and testing will be required for many materials including asphalt. The contractor will be held responsible for corrective action if the inspector find that material is not as specified or does not meet the required quality standards. ■ Quality assurance specifies how to determine the applicable construction standards. We will set up a process that allows evaluation of a construction specification or project description to identify standards that will result in the quality the City wants, in addition to satisfying legal and Green Book r requirements. The program will include specific tests for basic materials such as asphalt, steel and concrete. Electronic Pian Check Various cities have adopted the process of utilizing Electronic Plan Check. Electronic Plan Check programs enables applicants to submit Portable Document Files (PDF), as an alternative to submitting the required application, construction drawings, and supportive documentation (i.e. structural calculations, soils reports, water supply tests, etc.) in the traditional paper form. Moving from hard copy review to electronic plan review reduces the turnaround time as well as enhances communication throughout the process. Many cities are utilizing a variety of software programs to adopt this method as a means to improve customer service, reduce turnaround time and cost for the applicant. Page 114 10 ANNEALTA GROUP Annealta Group staff is familiar with electronic plan check process and have provided this service to many of our clients. Utilizing electronic plan check we are able to efficiently manage, track, review and communicate plan review comments and approvals in real time with the applicant. This process improves collaboration and promotes project transparency with all stakeholders. We are proficient using various software applications, including ProjectDox, EnerGov, e-PlanSoft, Bluebeam, Revu, Adobe, TrakiT, SmartGov and NewForma. When requested, plan reviews will be conducted using the County's electronic plan check system. Quality Control Our entire team will create and apply tailored and proven management systems that (�` �---� work and will carefully monitor program effectiveness, closely tracking work quality, quantity, and cost for all projects. Delivering projects under aggressive schedules - _��...- q ty� P j 9 P 1 99 ---�- ._. �- - -I?=--.M-- requires careful management, administration; and oversight of project development I ��-- teams from inception to completion with complete ownership of all aspects. This— approach and detailed oversight produce projects that are typically free of errors. However, should a project encounter a problem, our staff will work closely with the °--•-------�- City and its staff to quickly make the necessary corrections. Based on our experience, we will focus our efforts in the following areas: Project Documentation - The project manager and reviewer will adhere to established standards for project record keeping. For public projects, the Caltrans - - - -- _ --- - - -- model provides an excellent framework that we have built upon and utilize on all projects large or small in an effort to deliver the project and protect the City's— interest should an issue arise. Customer Service - Public works personnel assigned will be well versed and ,-- have relevant experience in the communication needed when working in a municipal environment. Projects will likely impact residents and businesses that must first be identified and then treated in a respectful and understanding manner - during the life of the project. Our staff will seek to identify potential issues as early 1 -'4— on in the review process as possible and adhere to strong and accurate communications for the entire project process. Communication Plan A critical and essential element in project management is regular communication with the City to obtain direction on project issues impacting project scopes, budgets, schedules, and community sensitivities. We will immediately bring urgent project issues to the City. We will also establish fluid communication among our team and the City through recurring meetings described below: • Weekly meetings with the City to review staff report agendas, CIP procedural or program issues. • Weekly project status meetings with the Project Management staff to review project status. • Regular meetings of Project Development Teams on key capital projects. Page 115 0 ANNEALTA GROUP Schedule Control Our staff has many years of experience managing projects and delivering them on- time and within- budget. Our success is due to our detailed approach throughout the life of a project. From the very start of a project, we establish a clear understanding of the critical components and key benchmarks that need to be achieved to stay on schedule. These are used on a daily/weekly basis to closely work with all departments and outside agencies to ensure the schedule and budget are monitored. Despite this approach, some projects may fall behind schedule. If this occurs, Annealta will quickly review the reasons for the delay, identify options for getting the project back on track, and implement the selected option after consulting with the City. Scope, schedule and budget impacts of the delay will be scrutinized to ensure critical elements are not jeopardized by implementation of the corrective action. Annealta is committed to ensuring the necessary resources are dedicated to the project so it remains or is brought back on schedule. Page 116 �� ANNEALTA GROUP References The following are clients that are familiar with our staffs success in the delivery of services and projects. We encourage you to contact them. City of Laguna Niguel Jacki Scott On Call Services 2018 -present Director of Public Works ✓ Development Engineering 30111 Crown Valley Parkway ✓ Plan Checking Laguna Nigel, CA 92677 ✓ Program Management (949) 362-4337 t jscott@cityoflagunaniguel.org City of Encinitas Pam Antil On Call Services 2021 City Manager ✓ Municipal Engineering/Staff Augmentation 505 S. Vulcan Avenue I Encinitas, CA 92024 ✓ Program Management (760) 633-2610 pantil@encinitasca.gov City of Palmdale Lynn Glidden On Call Services 2017 -present Capital Improvements Program Manager ✓ Plan Checking 38300 Sierra Highway ✓ Map Review Palmdale, CA 93550 ✓ Municipal Engineering/Staff Augmentation (661) 267-5300 Iglidden@cityofpalmdale.org City of San Gabriel Mark Lazzaretto On Call Services 2018 City Manager ✓ Municipal Engineering/Staff Augmentation 425 S. Mission Drive I San Gabriel, CA 91766 ✓ Plan Checking (626) 308-2800 ✓ Program Management mlazzaretto@sgch.org Page 117 'N" ANNEALTA GROUP Exceptions/ Business Entity/ Contract Exceptions , We look forward to the opportunity to review and discuss Section 14.2 "Other Indemnitees" of the City's Standard Professional Service Agreement as it relates to insurable coverage for professional liability. Business Entity Annealta Group is a California S Corp #C-3825679 Contract Signatories Please see attached Corporate Resolution Page 118 ANNEALTA GROUP OFFICER'S CERTIFICATE I, Paul Timothy D'Zmura certify that: 1. 1 am duly elected, qualified and acting President and Corporate Secretary of Annealta Group, a duly organized and existing California corporation; and 2. Annealta Group policy sets forth the delegation of authority to the company's officers and employees to create financial, contractual, and other obligations on behalf of Annealta Group in the course of performing their employment. This policy permits delegation of signature authority to authorized Contract Representatives. Paul Timothy D'Zmura is a company officer and therefore by this delegation has signature authority to sign proposals and bind Annealta Group in contractual commitments. IN WITNESS WHEREOF, I hive executed this Officer's Certificate and affixed the corporate seat of Annealta Group this K day of 1=6R , 2016. Annealta Group Corporate Seal Paul Timothy D' ura '� Q °� President and Corporate Secretary �D12D19 . CALIFORNIA State of California )ss. County of Orange } L The undersigned, a Notary Public, does hereby certify that on this 1a day of 'r✓ 2016, personally appeared before me, Paul Timothy D'Zmura, who being first duly sworn an oath, declared that he is President and Corporate Secretary of Annealta Group and that he signed the foregoing document in this capacity as President and Corporate Secretary of the corporation, and that the statements contained herein are true. IN WITNESS WHEREOF, I have hereunto set my hand and seal the date set forth above. CHRISTOPHER RYAN DIETZ Commission * 2136682 Notary Public -California Orange County 11wM Comm. Ex lres Dec 13, 2019 CALIFORNIA! •. !GMENT CIVIL CODE § 1189 �\_v\ _c�t_a _c�� _a sib .a .c�:!a _v.� _a _c'� .a .c�t� _v,�C�._v.�\ a _at/.�\_a .ate _v.� .a\_w .ate .a .cvN_.i\.a .s�•!�\.w�.� .Ad A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document. State of California County of Orange On h� !� �� fl le before me, Christopher Ryan Dietz, Notary Public Date _ Here Insert Name and Title of the Officer personally appeared tkvi rn G� -i �, 2 myy c" Name(s) of Signer(s) who proved to me on the basis of satisfactory evidence to be the person(.�)'whose name( is/ar€ subscribed to the within instrument and acknowledged to me that he/sM/these executed the same in his/ber/tbeif authorized capaciw4e< and that by his/tjer/thi& signature,Won the instrument the person.(.; or the entity upon behalf of which the person(s) acted, executed the instrument. CHRISTOPHER RYAN DIETZ Commission #t 2136682 Rotary Public - Caiitornia Orange Courtly Camra• itis0ac.13.201Q. I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct. WITNESS my Signature official seal. of Notary Place Notary Sea[ Above OPTIONAL -7 h this section is optional, completing this information can deter alteration of the document or rau ent-f lZment of this form to an unintended document. Description of Attached Document Title or Type of Document: Document Date: Signer(s) Other Than Named Above: Number of Fee &Cost As requested in the RFP, the Fee & Cost Proposal is being submitted under separate cover. Page 121 wN— ANNEALTA GROUP STATEMENT OF QUALIFICATIONS FOR ON-CALL PROFESSIONAL ENGINEERING PLAN CHECK SERVICES Fee Schedule ANNEALTA GROUP - HOURLY RATES FOR SERVICES July 1, 2022 to June 30 2023 Classification Rate Principal........................................................................:.:...............:..:...:................................ $185 SeniorProject Manager................................................................................................................165 ProjectManager......................................................................::........:,.::1111;.......:....................:..150 AssistantProject Manager...........................................................................................................135 Senior Construction Manager........... • . ................ _ .. .............................. ...............155 ConstructionManager..................................................................................................................140 Assistant Construction Manager... , ..... , .....................................................11...1................125 ResidentEngineer...................................................................................................................160 Map Check Surveyor .......................................................... ....... ...175 .. 1111. ........ ......,.................... PlanCheck Engineer III ........................ .....1111..:.. ...............................................150 . ............. _ PlanChecker Engineer II.............................................................................................................140 PlanCheck Engineer 1.................................................................................................................125 SeniorEngineer........................................................................................... ..........................120 AssociateEngineer............................................................... . ............................................11.0 AssistantEngineer ................................................ ..... .......................... . .......................100 EngineeringTechnician 11.....................................................................:...................................................90 Engineering Technician I...................................................................11.11.............................. .80 ... , ............ 1111. Senior Public Works Inspector (or prevailing wage) ............:......................................:.............::....140 PublicWorks Inspector IV ..................................................,.............................................,....:.......130 PublicWorks Inspector III............................................................................................................120 PublicWorks Inspector11..................................................................1111 .. 1......11.......1..... ...............110 PublicWorks Inspector I 100 .......................................... ............... ....................... ,............................... AdministrativeSupport11................................................................................................................55 AdministrativeSupport 1 ................................,.............,....................................................................:45 Consultation in connection with litigation and court appearances will be quoted separately. Overtime will be billed at 1.5 times, and Sundays and holidays 2.0 times the standard rate. A sub consultant management fee of fifteen percent (15%) will be added to the direct cost of all sub consultant services to provide for the cost of administration, consultation and coordination. Valid July 1, 2022 thru June 30, 2023, thereafter, the rates may be raised once per year to the value of change of the Consumer Price Index for the Los Angeles/Orange County area. ANNEALTA GROUP Sample Plan Check Documents Sample Pian Check log Resumes ANNEALTA GROUP LO 6 m m d °d . 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N i0+ MN c w w j 3 3 3 0Y Y Y a) "O 2 N ar °.) . 0 v ar LA a) c 0 '� al m c ar Y m c a) m vi N N CLc Mu "a U L O Y U u Q) w U a) w U cu w Q w V) w N w N 00 N N O N w N r0 Z 0o ra Z in ra Z Q] 0 c U U U U N N N Tn N Q al to c a Di O o c Z m Ln Ln c, v) ,n n. Ln o H H tD LO tD N N E 0 u N U U U UU U U U U U 3 a D. a a D_ n. a n. a a N dY' M (V aNi cN-1 si M M r tD lD W to lD tD Lo tD Lo to � a -i ai N a-1 ei a -i a -I a-1 N a-1 D y n N n n n n V -4-I co eq 3 O N o 0 a\i o e\ -I O -4 o '\i 0 N o N O N O N o A n N Zo 0o1 Ol D1 ra C' a -i N N N e-1 N -iO N O al N a -i N rl = 3' r.,.\-1 a\ -I a\1 N ei .-f r -I c -I O O O O O O M V)lD O O O 00 00 00 O N D1 .--I t!1 M N 00 n ^ n -i recl aec-I ec-1 aeci 00 eCi 00 eec-I 00 N G C G G d C L L C G z, r r r LL a, r I. r r r CL C a n a, c a c E D U C A T I O N BS, Civil Engineering University of Notre Dame MBA, Emphasis in Leadership and Managing Organizational Change, Pepperdine University Certificate in International Business, ESC Rouen, France Certificate in International Business, Oxford University, England R E G I S T R A T I O N 5, CERTIFICATIONS Professional Civil Engineer State of California No. 45607 ICC Certified Building Official No. 2356 ICCCertified Building Inspector No. 60961 American Institute of Certified Planners No. 010640 P R O F E S S 1 0 N A L AFFILIATIONS American Public Works Association (APWA) - Southern California Chapter, Past President 2018 California Advocacy Committee —Region VII National Nominating Committee - Scholarship Endowment Committee Chair International Conference of Building Officials American Planning Association (APA) Tim Dl7mura, PE, CBO, MCP Principal I Engineering Plan Checker Tim has more than 35 years of experience and has served in a number of capacities in the fields of civil engineering, municipal public works, current and advanced planning and building safety administration and inspection. He has served public sector clients as in- house public works director, city engineer, planning director, assistant city engineer and building official and has served private sector clients as a director of municipal services, program manager, project manager and design engineer. His background also includes responsibility for leading and managing the successful delivery of a variety of municipal contract services to numerous cities throughout Southern California. He has dedicated himself to serving the resident's & client's needs in the most customer friendly and cost effective manner possible. Tim has extensive experience in personally providing municipal contract services to communities throughout Southern California. He provides project management, program management, planning and construction management to the following cities: Cypress 2017 - Present Industry 2016 — Present Irvine 2015 - Present Port Hueneme 2017 — Present Upland 2015 - Present Laguna Niguel 2018 — Present He has personally served as Public Works Director, City Engineer, Deputy City Engineer or Associate Engineer for the following cities: Encinitas Wildomar Pomona Los Alamitos Yucca Valley 2021 2009-2013 2006— 2009 2002— 2005 2001— 2002 San Gabriel 2001-2002, 2018 Palos Verdes Estates 1991-2000 Hidden Hills 1990-2000 Baldwin Park 1990 Rancho Palos Verdes 1987 Additionally, he has personally served as Building Official for the following cities: Lake Forest 2014 Pomona 2006-2009 Hidden Hills 1991-2000 Mission Viejo 1995 Palos Verdes Estates 1991-2000 PROJECT SPECIFIC EXPERIENCE Public Works Manager (Contract) City of Encinitas 2021- Present Annealta Group served the city as interim Public Works Director with oversight of public works administration, street maintenance, stormwater maintenance, trash and recycling and the clean water program divisions and managing a staff of 60 full-time employees with a budget of $7.0 million. Annealta Group performed an organizational assessment which reviewed processes, work environment and organizational structure. The assessment guided the development of recommendations and action plans to support the city's objectives. Oversight of public works included management of capital improvement projects, review of payment for contract services; work with other city departments and divisions to identify and prioritize tasks related to engineering projects. We were responsible for developing, administering and tracking the department budget, preparing department agenda items and writing and presenting staff reports to City Council. We also managed a wide variety of construction and maintenance projects. Public Works Manager (Contract) 2018 - Present City of Laguna Niguel Tim serves the city as the Public Works Manager and provides assistance to the city's public works department with project management. The city has 41 projects in its adopted Five Year CIP 2019-2023. He helps identify strategies to expedite and deliver critical projects for the community. Specifically, he supports the Director of Public Works with the following: - Assess and confirm current project schedules and budgets - Identify (1) high priority projects and (2) quick.delivery projects that are contained in the current CIP - In conjunction with city staff, review, adjust and implement expeditious project delivery methods for identified CIP projects - Assist staff in the preparation of the 2019-20 CIP Public Works Director (Contract) 2018 City of San Gabriel Annealta Group served the city as interim Public Works Director managing 32 full-time employees and a budget of $14 million with oversight of their entire capital improvement program; directed the preparation of plans, specifications, cost estimates, and contract documents; visited construction sites to ensure conformance to plans; reviewed and approved payments for contract services; and worked with other City departments and divisions to identify and prioritize needs related to engineering projects. We were responsible for developing and administering the department budget, preparing department agenda items as well as writing and presenting staff reports to City Council. We also managed a wide variety of construction and maintenance projects including easements, legal descriptions, plan checks, construction inspections, and materials testing; and directed traffic engineering and transportation planning activities and studies. Public Works Director (Contract) 2009-2013 City of Wildomar Tim served as the Public Works Director for the City and had responsibility for the overall direction of the city engineering services and capital project delivery as well as building & safety division. He represented the City in MS4 storm water permit negotiations with the San Diego Regional Water Quality Control Board. He also successfully coordinated and transitioned the management of local capital improvement projects from the County of Riverside to the City of Wildomar drafting and securing approval of the City's very first funded Capital Improvement Plan. Public Works Director I City Engineer 2006-2009 City of Pomona Tim served as Public Works Director/City Engineer/Building Official reporting directly to the City Manager. Charged with overall responsibility for managing and directing the engineering, public works and building safety divisions, Tim focused on ensuring the timely implementation of the City's capital improvement program and re -structuring the building safety division. Department and budget restructuring resulted in the successful implementation of nearly $2 million in annual operational savings. - Implementation of the City's $250 million Capital Improvement Program(CIP) and its more than 350 projects - Establishment the City's first Traffic Committee - Developed City's Marketing Partnership Program - Implementation of the first railway Quiet Zone in Los Angeles County - Development and securing of funding for more than $3 million of shovel ready projects for implementation under the federal stimulus program - Analysis, specification & bidding for $1 million contract for street sweeping and park maintenance services as an alternative to in-house services City Engineer (Contract) 2002 —2005 City of Los Alamitos Serving as the City's Contract City Engineer, Tim's accomplishments and assignments included the development of the Traffic Commission's policies and procedures, which enabled the City to effectively and efficiently resolve traffic related issues. He also developed project reports for road and intersection improvements and was successful at securing approximately $1 million in funding through the Orange County Transportation Authority's Combined Transportation Funding Program. City Engineer (Contract) 2001-2002 Town of Yucca Valley Tim served as Contract City Engineer for this San Bernardino County jurisdiction and was responsible for the engineering activities including: - Land Development Review - Resident Engineering on Highway 62 Median Improvement. Projects - All Contract Administration and Project Management on Federally Funded Roadway Improvement Projects - Project Management and Resident Engineering on the California Welcome Center Project - Development and review of two new roadway projects Public Works Director I City Engineer (Contract) 1991-2000 City of Palos Verdes Estates Principal accomplishments and assignments included: - Development of a Pavement Management System - Drafted the Soils and Geology Review Process - Provided Project Engineering on the Via Zurita Hairpin Turn Roadway Repair Project - Management of the Preparation of the Traffic Calming Plan - Construction Contract Management - Plan Review - Capital Improvement Planning and Implementation - Guidance on Hillside Development and Grading Roadway and Landscape Maintenance Management - Feasibility Studies E D U C A T I O N B.S., Civil Engineering, California State University at Northridge M.B.A., California State University at Northridge REGISTRATIONS C E R T I F I C A T I O N S Civil Engineer—California and Arizona Land Surveyor—California and Arizona American Society of Civil Engineers American Public Works Association California Land Surveyors Association I Fraderic h R. ffic ftt-Jones, ME, LS Map and Engineering Plan Checker Mr. Jones serves as a Professional Reviewer with over 39 years of experience in the industry. He works with a staff of Engineers and Surveyors and is directly responsible for review and approval of Land Development and Public Works Projects. PROJECT SPECIFIC EXPERIENCE ✓ He has served as a City Engineer and City Surveyor to multiple jurisdictions in Southern California including the City of Rancho Palos Verdes, City of Palos Verdes Estates, City of Stanton, City of Moorpark, City of Twentynine Palms, City of Yucaipa, and the Town of Apple Valley. ✓ Project Manager of Survey and Engineering projects since 1977. ✓ Large and small residential — single family to multi -family, commercial, industrial and resort experience. ✓ Survey map review, boundary, topography, and construction surveying experience. ✓ Survey point monitoring experience for landslides, earthquakes, and excavations. ✓ Litigation and Mediation Survey experience for boundary and easement disputes, topography, and landslide GPS monitoring. ✓ Litigation Engineering storm drainage litigation experience, grading, storm water mitigation, and drainage diversion. E D U C A T I O N Master, Public Administration Bachelor of Science, Civil Engineering REGISTRATIONS CERTIFICATIONS CA Registered Civil Engineer 140694 Qualified Stormwater Practitioner/Developer (QSP/QSD) #26098 Angel Fuertes, PE, OSP/QS Engineering Plan Checker Angel is a highly knowledgeable project manager with 35 years of successful construction management, city engineering and implementing and administering public works projects and programs. He has broad experience administering contracts for capital projects from design through construction phases, staff augmentation, and construction administration/inspection. He has also managed the development of CIP projects including planning, budgeting, identify funding sources and completing grant applications. Angel is a professional who brings solutions to our clients. He is flexible and his communication style fosters a teamwork atmosphere in resolving challenges. He is committed to serving the needs of the client through strong leadership and a collaborative approach. SPECIFIC EXPERIENCE Project Management 2020 — Present Annealta Group Angel provides a variety of services to our clients including project management, development management, principal engineer and engineer manager. His vast experience and understanding of municipal government allow him to provide exemplary services to our clients. Project Management Consultant 2017-2020 Various Cities, Contract Project Management, City of Lake Forest — Provided project management for four legacy roadway projects involving street improvements, street widening, and median construction. Prepared staff reports, managed design consultants, provided grant administration, coordinated with utility companies, and managed the process for land acquisition from the Orange County Parks and Southern California Edison. Assisted the Public Works Director to manage the design and construction of a 9 -acre civic center campus consisting of 5 structures (community building, senior center, City Hall, Police administration, Council Chambers) performing multi -prime construction. He selected consultants and managed the public bidding process for construction. Staff Augmentation, Laguna Wood Village — Project Manager for the senior community in Laguna Woods. He managed CIP projects including streetlight acquisition and LED retrofits, HVAC and controller replacement, and Performing Arts Center renovation. He prepared staff reports to award contracts, managed project budget and schedule, selected and managed consultants, and prepared monthly project updates. Phil & Nell Soto Park, City of Pomona — Provided project management and construction management for the construction of a 2 -acre $2.4 million passive park. The construction involved grading, constructing gazebo and trellis, water quality elements, irrigation, and landscaping. He provided project management, contract administration, grant administration, and project cost and schedule oversight. Engineering Manager/Assistant City Engineer 1/2013 — 6/2017 City of Lake Forest Served as Engineering Manager/Assistant City Engineer for four years. In this role, he prepared and reviewed City Council staff reports, organized and supervised the work of staff and consultant engineers, engineering technician, landscape inspectors, and consultant plan checkers and land development inspectors. Prepared annual performance appraisals for City staff, selected consultants and administrated contracts for capital projects from design through construction phases, staff augmentation, and construction administration/inspection. He developed the scope of work and retained contractors to perform services for street maintenance, landscape maintenance, traffic signals, and traffic engineering. He also reviewed and approved applications for permits for grading, encroachment, transportation. - Assisted the Public Works Director to manage the design and construction of a 9 -acre civic center campus consisting of 5 structures (community building, senior center, City Hall/Police administration, Council Chamber/performing multi -prime construction. He selected consultants and managed the public bidding process for construction. - Developed and maintained department procedures for procurement, permitting, and maintenance of public works. - Developed Public Works Department fiscal year operating budget and Capital Improvement Projects (CIP) budget. - Provided presentations to City Council, Planning Commission, Parks and Recreation Commission, community groups, and City leadership classes. - Represented City in public outreach meetings. - Managed the development process (over 5,000 homes) by retaining and managing the work of consultant plan checkers and inspectors. Principal Civil Engineer 6/2009 —1/2013 City of Lake Forest He procured the services of consultants and contractors in implementing the City's Capital Improvement Projects (CIP). He conducted quarterly coordination meetings with utility companies. In addition, he served as Project Manager for the following City projects: - Lake Forest Sports Park. The 88 -acre, $90 million project involved land acquisition, grading and utilities, and park improvements. The Sports Park consists of 6 baseball/soft ball fields, 5 -acre multi -use fields, 2 synthetic soccer fields, and a 27,000 square foot recreation building including gymnasium and recreation classrooms. He selected and managed design consultants and contractors. He managed the project through all phases of design and construction. He reviewed plans and approved contract change orders and amendments. The project was completed under budget and has earned awards as Project of the Year from ASCE and APWA in 2015. Alton Parkway—The $6 million, 6 -lane, 1 -mile extension project included mass grading, utilities and a landscaped median. His responsibilities included procuring and managing contract services for design, construction management and inspection; negotiating and administrating cost sharing agreements with the adjacent developer (Shea Homes and Baker Ranch), County of Orange, and utility purveyors (Irvine Ranch Water District, SCE). This project earned an award from ASCE in 2013. Rancho Parkway — The $4 million, 4 -lane roadway consisted of grading, curb, gutter, sidewalks, median landscaping, utilities. His responsibilities included managing the entire project from design through construction developing and implementing the project budget, negotiating and administrating cost sharing agreement with Irvine Ranch Water District, and procuring and managing design consultants, construction management, and contractors. Trabuco Road, Rockfield Blvd, Jeronimo, Rd landscape median and resurfacing projects. Managed the design and construction of multiple landscape median projects. Assistant City Engineer 9/2002 —6/2009 City of Aliso Viejo Responsible for supervising and coordinating all activities, personnel, and consultants in the Public Works Department. His duties and responsibilities included public works administration, contract administration, project development, street maintenance, construction management and traffic engineering. E D U C A T 1 0 N BS, Civil Engineering California State Polytechnic University, Pomona, CA Institute of Transportation Studies, University of California Project Engineer Academy, Caltrans, Sacramento R E G I S T R A T I O N S CERTIFICATIONS Registered Civil Engineer, CA 127188 Registered Traffic Engineer, CA 11432 P R O F E S S I O N A L AFFILIATIONS Fellow, Institute of Transportation Engineers [ITE] Past President, California Border Section of ITE Subject Matter Expert for the California Traffic Engineer Exam Edgar Monr®y, PE, TE Engineering Plan Checker Edgar has more than 40 years of experience and has served primarily in the role of city traffic engineer in the Southern California region. He brings a high level of expertise having developed and reviewed many traffic impact studies, signal design, traffic signal timing, construction traffic control plans and signing and striping. He has led and managed entire departments plus managed public works crews related to signal, signing and striping. His experience also includes reviewing land development plans, surveying and hydrology studies. He brings a wealth of knowledge and a high level of customer service to our clients and the community. PUBLIC SECTOR EXPERIENCE Program Coordinator, Traffic Signal Systems County of San Diego Transportation Engineer Caltrans, District 11 Sr. Civil Engineer, Design/Traffic County of San Diego City Traffic Engineer City of Oceanside City Traffic Engineer City of La Mesa City Traffic Engineer City of Santa Barbara Signal Operations Engineer City of San Diego Private Sector supporting cities/counties on a contract basis Supervising Traffic Engineer Consulting Civil and Traffic Engineer Assistant Traffic Engineer Traffic Engineer E D U C A T I O N Bachelor of Science in Civil Engineering London South Bank University Master of Science Construction Management London Kingston University Engineer -in -Training Certification No. 161617 CERTIFICATIONS OSHA Training (30 hours) Los Angeles Metro Rail Safety QSP — In Progress P R O F E S S 1 0 N A L AFFILIATIONS Graduate Member of institute of Civil Engineers (ICE) British Tunneling Society (BTS) Principles of Quality Hot Mix Asphalt Pavement Construction Confine Space Training with Escape Sets rdagan Wadi Plan Checker Ardalan is trilingual in English, Persian and Armenian and brings 18 years of experience in construction management and construction inspection of heavy civil/roadway, utilities, buildings, tunnels, and structures. Most recent experience includes construction quality assurance as the owner's representative for municipal projects, including bridges, roadway and utility infrastructure improvements in California. My experience also includes bridge hinge replacement and demolition in Southern California, Portland Cement Concrete Pavement in Las Vegas for Clark County and signal replacement projects for Colorado Department of Transportation. His international experience includes heavy civil, rail, tunneling, and building construction quality assurance and project management in UK and Africa. He fosters a team approach with the owner, designer, contractor and other stake holders to facilitate timely resolution of issues while maintaining the highest standards of safety and quality, keeping in mind budget constraints. PROJECT SPECIFIC EXPERIENCE Construction Inspector 2021— Present Annealta Group Provides construction inspection services to a variety of clients in Southern California. Construction Management and Inspector 2020 —2021 Biggs Cardosa Associates Construction Inspector for the rehabilitation and repair of the Santa Margarita Pkwy bridge. The project's objectives were to remove and replace the hinge and abutments of existing box girder bridge, in addition to numerous rehabilitation activities; such as place bridge overlay, and provide new joint seals and assemblies. This project is located in a highly environmentally sensitive area, and utmost care had to be taken to perform operations below and above the bridge. Construction Management and Inspector 2013-2018 Atkins North America Clark County CC -215 Craig Road to Hualapai project consisted of 3.5 miles of Portland Cement Concrete Pavement (PCCP), three overpass structures including two interchanges, installation of basin storm water retention system, roadway storm drainage, sanitary sewer, waterline improvements, traffic signaling, lighting, sign installations, pedestrian trails, and general roadway improvements. Performed construction inspection for the traffic control, PCCP operations and quality assurance, sign installations, storm drain construction, guardrail installations. Also performed field measurements and calculations that were submitted for approval of pay request by contractor. 1-70 Georgetown to Bakersfield Resurfacing Improvement & US34 and US85 Adaptive Traffic Signal projects Colorado (CDOT Region 1 & 4). CDOT representative and construction inspector for 5 miles of road improvement and upgrade of traffic signals of 72 intersections into the Adaptive Traffic Signal Timing System. Duties included identifying conflicts and construction issues, preparing and completing the CDOT documentation. Coordination with State Patrol and city staff and reporting, photographic records, bridge joint repairs, striping and traffic control. Producing inspection reports for the contractors pay estimate, monitoring Health & Safety onsite and filed measures on daily bases along with final quantities. Team Lead -Consultant on this County of Orange (Land Development Services, OC Santa Anta) project. This large land development included the Planned Community, construction of 14,000 dwelling units and 15,132 acre of open space business parks in Rancho Mission Viejo in California. Responsible for management of all the administrative and coordination and permit issuance process between the developers and their subcontractors, consultants plan check reviewers and the client's approval. • Hollywood Park Development project included the demolition of the Hollywood Horse Racing Park, utility upgrades and redevelopment of the property including new Stadium and Casino. Responsible for the inspection of all underground utility's upgrades including sewers, storm drains, dry utilities, traffic signals and streetlights, and realignment and surface street improvements on 2 major roadways of Century Boulevard and Prairie Avenue. Duties included daily inspection and reporting, photo documentation, traffic control monitoring, identifying conflicts and construction issues, coordinating with the contractor, consultants on-site, geotechnical inspectors, communication with the city staff, the developer, the construction manager team and other stake holders. United Kingdom & Africa Work Experiences Construction Management and Inspector 2002-2013 Atkins • Cross Rail -London, London, England - As the lead inspector on one of the largest projects in Europe's history, responsible for monitoring ground movement during construction activities and managed a team of inspectors. • London Underground, Metronet - The Deep Tube Tunnels (DTT) inspection team leader, responsible for management of the inspection team and responsible for resources, planning and programming, and liaising with subcontractors for the inspections of LUL assets including utilities in the stations and in the running tunnels for Bakerloo, Victoria, and Central Lines. Also, as an assessment engineer and part of the assessment team for DTT, involved in modernization of London Underground stations including utility diversions and civil assets as part of the private public partnership contract. • Olympics 2012, Thames Tunnel Tideway, Bond Street, Victoria Station in London & Queensway Tunnel Refurbishment in Birmingham - Team leader for inspection and monitoring of British subsidiary of Electricite de France (EDF) and National Grid cable tunnels under the 2012 Olympic Site, Brunel Tunnel, Jubilee Line, Bakerloo Line, Victoria Line,and Northern Line. Responsible for programing inspection activities, liaison,with contractors and Olympic managing teams. Duties included condition surveys of utilities, damage assessment, structures performance and behavior including pipes and cable leakages, cracking and other structural defects, writing and reviewing inspection reports, photo documentation and identifying conflicts and construction issues in the field. Construction Inspector 2013 Kier Construction Eurostar- Channel Tunnel Rail Link C250-Nuttall/Wayss & Freytag / Kier Joint Venture -East London Tunnel shift engineer for a construction of 6.6 miles long of 25' diameter tunnels and associated structures. Responsible for supervising the tunneling team inside of 330 - foot -long tunnel boring machines, health and safety of the tunnel personnel, conducting tool box safety briefing talks, daily shift reporting, photo documentation and identifying conflicts and construction issues in the field. E D U C A T 1 0 N AA, Architecture, Criss College Certificate, Cal Confined Spaces for Construction Certificate, Construction Safety and Health Training Course, US Dept. of Labor, OSHA Yorba Linda Water,District Course, Intermediate Water Distribution, AWWA Water College REGISTRATIONS C E R T I F I C A T 1'0 N S Qualified SWPPP Practitioner, CSP #26065 Qualified Industrial Stormwater Practitioner, QISp #00971 AWWA Certified Grade 11 Water Distribution Operator, CA 107419 AWWA Certified Grade I Water Treatment Operator, CA APWA Certified Public Works Infrastructure Inspector Certified Inspector of Sediment and Erosion Control 1960 P R O F E S S I O N A L AFFILIATIONS Member, American Water Works Association Member, Construction Management Association of America Member, American Public Works Association JaN C ap0an, Q03p, 0SUD Plan Checker Jeff possesses over 20 years of engineering, project management, construction management and construction inspection experience. His vast project areas include street improvements; sewers; storm drains; buildings; lighting; traffic signals; recycled and potable water treatment and distribution; reservoirs; pipelines; wells; pump stations; lift stations; tanks; meters; SCADA; water sampling, testing, and analyzing; roadways; parks and medians. Jeff has a strong understanding of the Greenbook, CSI codes, Caltrans standards and the WATCH manual. He utilizes this expert knowledge to maintain a high level of quality and collaboratively works with all parties to resolve any problems or question that may arise. His ability to focus on the project details coupled with his extensive public works experience ensures that all work is completed on time, within budget, and per plans and specifications P RO JE CT E XP E RI EN CE Construction Manager I Inspector 2016 — Present Annealta Group Provides a variety of services to clients in the Southern California region, including public works inspection, project management and construction management. • Annual Concrete Rehabilitation Project (Cypress) — Served as the Public Works ' Inspector/Manager responsible for day-to-day tasks on this sidewalk and curb & gutter rehabilitation project. Services included review of the PS&E, advertise project and review bids, prepare council reports for contract award and contract document, pre - construction and construction meetings and utility coordination, schedule management, change orders and final closeout activities. • Annual Street Rehabilitation (Fountain Valley) — Served as the Public Works Inspector/Manager responsible for day-to-day tasks on this arterial/secondary street rehabilitation project. Services included review of the submittals, all construction activities, managing all contractors/sub-contractors, materials testing, coordination with City staff, pre -construction, construction meetings and utility coordination, schedule management, change orders and final closeout activities. Budget $2.25M • PVOU Facility & Pipeline (City of Industry) — Served as the City Development/Public Work Inspector responsible for compliance to all requirements placed by multiple City, County and State agencies involved. Services included attendance of regular inter- agency meeting, oversight of all construction work at water treatment facility and pipeline work. Some of these tasks included: review of submittals, RFP's, milestone scheduling and materials testing. Coordination with multiple contractors, sub- contractors, City, County, State personnel. Budget $3M • Annual Street Rehabilitation (Fountain Valley) — Served as the Public Works Inspector/Manager responsible for day-to-day tasks on this secondary street rehabilitation project. Services included review of the submittals, all construction activities, managing all contractors/sub-contractors, materials testing, coordination with City staff, pre -construction, construction meetings and utility coordination, schedule management, change orders and final closeout activities. Budget $1.5M • S-238; Shaffer St. Sewer Replacement (City of Orange) - Served as the Public Works Inspector responsible for day-to-day tasks on this sewer replacement project. Project included replacing approx. 6,500 L.F of existing sewer main, laterals, M.H's, C.O's,,A.C. paving and concrete flatwork associated with project areas. Services included review of the submittals, all construction activities, managing all contractors/sub-contractors, materials testing, coordination with City staff, pre -construction, construction meetings and utility coordination, schedule management, change orders and final closeout activities. Budget $2M SP -3864 Lincoln & Tustin Street Imp (City of Orange) - Served as the Public Works Inspector responsible for day-to-day tasks on this street improvement project. Project included A.C. paving, C&G, ADA ramps, concrete flatwork, street lighting/electrical/irrigation/landscaping associated with project areas. Services included review of submittals, all construction activities, managing all contractors/sub- contractors, materials testing, coordination with City staff, pre -construction, construction meetings and utility coordination, schedule management, change orders and final closeout activities. Budget $2M HVAC Upgrade Council Chambers/City Hall (Cypress) — Served as the Project Manager responsible for producing a comprehensive RFP/Bid package for upgrades to existing HVAC systems for City personnel. The tasks included investigating structural drawings of the existing structures, calculating loads for placement of new equipment, condition of existing electrical / communication /utility systems for required upgrades to meet or exceed all current requirements. Oversight of construction activity, testing of equipment and final documentation. Budget $1.2M • Inspection services on public improvement projects (Orange): - SP -3934 Almond, Washington & Palmyra Street Improvements - SP -3940 McDonalds 4200 E. Chapman (Water Improvements) OTHER PREVIOUS EXPERIENCE • Annual Arterial Street Rehabilitation (Huntington Beach) — Public Works Inspector on approximately 2.5 miles of street rehabilitation. Total project budget: $12 million • Downtown Indio Phase 1 Improvements (Indio) — Public Works Inspection for this downtown improvement project. • Annual Overlay and Slurry Program (Lake Forest) — Performed on-call public work inspection services for street projects. Total of $14 million. • The Senior Center (Huntington Beach) — $21 million, 37,563 square feet City led public works project in the heart of the Central Park in Huntington Beach. • District 7 and 11, Retrofit BMP Modification (Los Angeles and San Diego Counties) — The work in Caltrans District 7 consisted of modifying the storm water filtering system. The work in District 11 included modifying existing drainage facilities for State Highways 5, 78, and 805. • CC 14611st St. Storm to Sewer Diversion Grant Funded Project (Huntington Beach) — Served as the inspector on this innovative test project designed to capture and divert initial storm water flows from the costal storm drain to the City's sewer system. • Water Main Relocations for Interstate 5 HOV/ Empire Avenue Interchange Project (Burbank) - Bore & Jack (4) water main relocations under the existing Railroad right of way. • Large Valve Replacement Project (Long Beach, CA) 2011- Construction Inspector for this $186,953 project which involved replacing two large valves • Sewer Cement Pipe Rehabilitation/Replacement (Long Beach) - Construction Manager/Inspector for this $386,000 project which included the relining, using CIPP, for 7,362 L.F. of cement sewer pipe, 734 L.F. of 10" cement sewer pipe, (2) sectional liners and 81 L.F. of point repairs. • Ontario Product Water Booster Station Upgrades (Ontario) - Construction Inspector for a booster upgrade project. C huc[ o arkhardq Plan Checker Chuck has served cities throughout Southern California as a public works professional for nearly 50 years. He is a seasoned manager who effectively and collaboratively works with staff, agencies and contractors to ensure projects are carried out as specified. His vast project experience encompasses all types of projects from small municipal projects to multi -million -dollar projects including street improvements, infrastructure renovations, pipelines, libraries and community buildings -His diverse and extensive background allows him to bring a deep understanding and expertise to clients that assists in the delivery of projects on time and within budget. PROJECT EXPERIENCE Public Works Project/Construction Manager - City of Industry (contract) Mr. Burkhardt currently provides public works project and construction management services on a variety of capital improvement projects including: • The Industry Business Center is a $55M project consisting of new roadway construction, roadway widening, new sewers, electrical conduit, and hillside landscaping. Phase 2 is a mass grading of 250 acres of hillside area west of Grand Avenue, removal of unstable soil and replacing it as engineered compacted fill. • Valley Blvd, west end to Hacienda - reconstruction to PCC concrete including new safety medians. • Temple and Azusa Trail - $400K project for a jogging and pedestrian trail that is 8,500 LF by 8' wide, which included new lighting, stairways and landscaping. Public Works Project/Construction Manager - City of Arteria (contract) Chuck served as the public works field manager on a variety of development and capital improvement projects. He successfully delivered dozens of projects, including the following: • Artesia Blvd (between Gridley and Norwalk) - $4M project that encompassed two - phases. This project was unique due to the high -truck -impact which required building the street to sustain the weight of high truck volumes. This project also included the construction of a Cal/Nev petroleum line with extensive EPA involvement. Mr. Burkhardt oversaw the 24" steel pipeline installation prior to the CIP street project. Pioneer Blvd - $15M federally funded, marque CIP project for the city. This was a four-phase, 10 -year project that included extensive renovations for a main thoroughfare including; the planting of 230 palm trees, lighted water features (which won an architectural and engineering award), new medians, repaired streets, curb and gutter, landscaping, overlay, grinding, installation of decorative street lights, international crosswalks and extensive traffic control. Public Works Director - Artesia Mr. Burkhardt was responsible for the overall coordination and delivery of the City's public works operational and capital improvement program for more than 7 years. He managed many projects from design to construction ensuring all were carried out according to the city's specifications. He managed a public works staff of 24 and worked closely with parks and recreation, code enforcement and senior staff. His projects/accomplishments include the following: • South Street (between Norwalk Blvd and Gridley) - $1.2M federally funded project which included palm trees, new medians, overlay, decorative landscaping and extensive traffic calming. • New City Public Works Building— Project was construction of anew building which included all operations with public works staff, maintenance crews and parks and recreation. The masonry building included ADA bathrooms, 3 truck bays, vehicle lifts, office space and warehouse. Construction approx $5M. • Security Cameras Worked closely with the police department staff regarding the installation of security cameras throughout city including; car counter cameras, traffic signals including poles, conduit and 17 cameras. • New Library — Managed the $10M project, attended all meetings to ensure all safety and traffic codes were complied with. • Veterans Memorial — Managed the entire project from design concept through final construction • City Water Purveyor Transition - The city changed their domesticwater supply to Golden State Water. He worked closely and performed daily inspections to ensure efficient traffic control, public safety and oversaw all utility inspections. • Residential Alley Replacement — Replaced 20 year old and inefficient service roads with up-to-date 8" thick concrete with'V drains. He provided design oversight and was the construction project manager for the $7.OM project. SJ Burkhardt Construction Inc. — Owner R For more than 25 years, Mr Burkhardt ran a full-service construction company with 130 employees and $34M/year in revenue. His firm completed hundreds of CIP projects which included many infrastructure projects for public works departments for cities from San Diego to North Los Angeles including the cities of; Lakewood, Pomona, Inglewood, Santa Fe, Long Beach, Newport Beach, Huntington Beach, Victorville, Hesperia, Lancaster, Jurupa, Elsinore, Riverside, to name a few. Residential Renovation — Cathedral City had a $22M infrastructure project in a residential neighborhood that included water, storm drain, manholes, flood control, paving and rolled curbs. EXHIBIT B r TERMS FOR COMPLIANCE WITH CALIFORNIA LABOR LAW REQUIREMENTS 1. This Agreement calls for services that, in whole or in part, constitute "public works" as defined in Division 2, Part 7, Chapter 1 (commencing with Section 1720) of the California Labor Code ("Chapter 1"). Further, Consultant acknowledges that this Agreement is subject to (a) Chapter 1 and (b) the rules and regulations established by the Department of Industrial Relations ("DIR") implementing such statutes. Therefore, as to those Services that are "public works", Consultant shall comply with and be bound by all the terms, rules and regulations described in 1(a) and 1(b) as though set forth in full herein. 2. California law requires the inclusion of specific Labor Code provisions in certain contracts. The inclusion of such specific provisions below, whether or not required by California law, does not alter the meaning or scope of Section 1 above. 3. Consultant shall be registered with the Department of Industrial Relations in accordance with California Labor Code Section 1725.5, and has provided proof of registration to City prior to the Effective Date of this Agreement. Consultant shall not perform work with any subcontractor that is not registered with 'DIR pursuant to Section 1725.5. Consultant and subcontractors shall maintain their registration with the DIR in effect throughout the duration of this Agreement. If Consultant or any subcontractor ceases to be registered with DIR at any time during the duration of the project, Consultant shall immediately notify City. 4. Pursuant to Labor Code Section 1771.4, Consultant's Services are subject to compliance monitoring and enforcement by DIR. Consultant shall post job site notices, as prescribed by DIR regulations. 5. Pursuant to Labor Code Section 1773.2, copies of the prevailing rate of per diem wages for each craft, classification, or type of worker needed to perform the Agreement are on file at City Hall and will be made available to any interested party on request. Consultant acknowledges receipt of a copy of the DIR determination of such prevailing rate of per diem wages, and Consultant shall post such rates at each job site covered by this Agreement. 6. Consultant shall comply with and be bound by the provisions of Labor Code Sections 1774 and 1775 concerning the payment of prevailing rates of wages to workers and the penalties for failure to pay prevailing wages. Consultant shall, as a penalty to City, forfeit $200.00 for each calendar day, or portion thereof, for each worker paid less than the prevailing rates as determined by the DIR for the work or craft in which the worker is employed for any public work done pursuant to this Agreement by Consultant or by any subcontractor. 7. Consultant shall comply with and be bound by the provisions of Labor Code Section 1776, which requires Consultant and each subcontractor to: keep accurate payroll records and verify such records in writing under penalty of perjury, as specified in Section 1776; certify and make such payroll records available for inspection as provided by Section 1776; and inform City of the location of the records. 8. Consultant shall comply with and be bound by the provisions of Labor Code Sections 1777.5, 1777.6 and 1777.7 and California Code of Regulations, Title 8, Section 200 et seq. concerning the employment of apprentices on public works projects. Consultant shall be responsible for compliance with these aforementioned Sections for all apprenticeable occupations. Prior to commencing work under this Agreement, Consultant shall provide City with a copy of the information submitted to any applicable apprenticeship program. Within 60 days after concluding work pursuant to this Agreement, Consultant and each of its subcontractors shall submit to City a verified statement of the journeyman and apprentice hours performed under this Agreement. 9. Consultant shall not perform work with any Subcontractor that has been debarred or suspended pursuant to California Labor Code Section 1777.1 or any other federal or state law providing for the debarment of contractors from public works. Consultant and subcontractors shall not be debarred or suspended throughout the duration of this Contract pursuant to Labor Code Section 1777.1 or any other federal or state law providing for the debarment of contractors from public works. If Consultant or any subcontractor becomes debarred or suspended during the duration of the project, Consultant shall immediately notify City. 10. Consultant acknowledges that eight hours labor constitutes a legal day's work. Consultant shall comply with and be bound by Labor Code Section 1810. Consultant shall comply with and be bound by the provisions of Labor Code Section 1813 concerning penalties for workers who work excess hours. Consultant shall, as a penalty to City, forfeit $25.00 for each worker employed in the performance of this Agreement by Consultant or by any subcontractor for each calendar day during which such worker is required or permitted to work more than eight hours in any one calendar day and 40 hours in any one calendar week in violation of the provisions of Division 2, Part 7, Chapter 1, Article 3 of the Labor Code. Pursuant to Labor Code Section 1815, work performed by employees of Consultant in excess of eight hours per day, and 40 hours during any one week shall be permitted upon public work upon compensation for all hours worked in excess of eight hours per day at not less than one and one-half times the basic rate of pay. 11. California Labor Code Sections 1860 and 3700 provide that every employer will be required to secure the payment of compensation to its employees. In accordance with the provisions of California Labor Code Section 1861, Consultant hereby certifies as follows: "I am aware of the provisions of Section 3700 of the Labor Code which require every employer to be insured against liability for workers' compensation or to undertake self-insurance in accordance with the provisions of that code, and I will comply with such provisions before commencing the performance of the work of this contract." 12. For every subcontractor who will perform work on the project, Consultant shall be responsible for such subcontractor's compliance with Chapter 1 and Labor Code Sections 1860 and 3700, and Consultant shall include in the written contract between it and each subcontractor a copy of those statutory provisions and a requirement that each subcontractor shall comply with those statutory provisions. Consultant shall be required to take all actions necessary to enforce such contractual provisions and ensure subcontractor's compliance, including without limitation, conducting a periodic review of the certified payroll records of the subcontractor and upon becoming aware of the failure of the subcontractor to pay his or her workers the specified prevailing rate of wages. Consultant shall diligently take corrective action to halt or rectify any failure. 13. To the maximum extent permitted by law, Consultant shall indemnify, hold harmless and defend (at Consultant's expense with counsel reasonably acceptable to City) City, its officials, officers, employees, agents and independent contractors serving in the role of City officials, and volunteers from and against any demand or claim for damages, compensation, .fines, penalties or other amounts arising out of or incidental to any acts or omissions listed above by any person or entity (including Consultant, its subcontractors, and each of their officials, officers, employees and agents) in connection with any work undertaken or in connection with the Agreement, including without limitation the payment of all consequential damages, attorneys' fees, and other related costs and expenses. All duties of Consultant under this Section shall survive the termination of the Agreement. ACQRbr CERTIFICATE OF LIABILITY INSURANCE %' . - FDATE(MMIDD/YYYY) 06/27/2022 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 WANED, 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 thecertificate holder in lieu of such endorsement(s). PRODUCER Andrew Morris Insurance Agency, Inc. 32395 Clinton Keith Rd., Suite A208 Wildomar CA 92595 CONTACT Andrew Morris NAME: P"ONE Ext): 866-473 7641 Nc No): 866-4655154 SUBRI E-MAIL amorris armersa ent.com. ADDRESS: g INSURERS AFFORDINGCOVERAGE NAICIf PM/DDNY P INSURERA:Ace Property and Casualty Company 120699 INSURED Annealta Group 5151 Oceanus Drive, Suite 103 Huntington Beach CA 92649 INSURER B.•_United Financial Cas Co -Progressive 11770 Mid Century Insurance Company' 21687 INSURER c : rY INSURER.D -Argonaut Insurance Company 19801 INSURER E. - .INSURER INSURER F [;UVtKA(ihS CERTIFICATE NIIMRFR- 0=111c11"tkt whf11112CCa. 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. /LTR TYPE OF INSURANCE INSOR1 ADD SUBRI POLICYNUMBER 9 WDDNY F PM/DDNY P LIMITS ✓ COMMERCIAL GENERAL LIABILITY CLAIMS -MAD E OCCUR ✓ I ✓ � I .EACH OCCURRENCE $2r000:000 WGETOt3- S1,000,000 PREM SES Ea oc�wrencel A D9441667A ' 0/011202.1, 1010112022 -- MED EXPLn one person} $ 5,000 PERSONAL&ADVINJURY S1,00Q,000 GEN'L AGGREGATE LIMIT APPLIES PER ✓ POLICY JECar LOC GENERAL AGGREGATE $4,000,000 PRODUCTS=COMP/OPAGG I 54,000,000 is OTHER AUTOMOBILE LIABILITY EaaBccidennSINGLE LIMrr 1,000,000 BODILY INJURY (Per person) s ✓ ANYAUTO j B .11 osoNLYHSCHEDULED TOS HIRED NON -OWNED AUTOS ONLY AUTOS ONLY 04156346-1 0410112022 1010112022 BODILYINJURY(Peracadent)�S PROPERTY DAMAGE Per acdden[ 5 $ A V UMBRELLALUIB EXCESSLIAS H OCCUR CLAIMS -MADE D94416681 10/01/2021 10/01/2022 EACH OCCURRENCE I S 1,000,000 �� S 1,000,000 AGGREGATE DED RETENTION S is 1 C WORKERS COMPENSATION AND. EMPLOYERS'LLABILITY YIN IANYPROPRIETORIPARTNERIEXECUTME OFFICER/MEMBEREXCLUDED.? Y❑ (Mandatory in NIS It yes, describe under DESCRIPTION OF OPERATIONS be1mv NIA I I ✓ t 1 C09492903 10/01/2021 10/01/2022 ✓ PER OTH- I 'STATUTE ER 1 — ELEACRACCIDENT 51,000,000 EL DISEASE - EA EMPLOYE $1,000,000 1 000 000 E.L. DISEASE- POLICY LIMIT 5 + r $2,000,000 per claim I D +Professional Liability 00 121 AE 0205067-03 11/17/2015 10101/2022 $2,000,000 Aggregate DESCRIPTION OF OPERATIONS I LOCATIONS 1 VEHICLES (ACORD 101. Additional Remarks Schedule, may be attached If more space Is required) The City of Seal Beach, its directors, officials, officers, employees, agents and volunteers as additional insureds. Coverage afforded the additional insured is primary and non-contributory as respects to general liability and Auto Liability. Waiver of Subrogation applies to General Liability, Auto Liability and Workers Compensation. Coverage will not be suspended, voided, reduced or canceled except after 30 days prior written notice. l;tK l It-IGA I t t1ULUtK GANUtLI Ai IUN City of Sea( Beach 211 -8th Street SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCEII ED BEFORE Seal Beach, California 90740 THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED M Attn: City Manager ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE it carr �' y 1 06127/2022 ©1988,-2015 ACORD CORPORATION. All rights reserved. ACORD 25 (2016103) The ACORD name and logo are registered marks of ACORD Produced using Forms Boss Web software. www.FormsOoss.com; ? Impressive Publishing 800-208-1977 BUSINESSOWNERS LIABILITY ENHANCEMENTS ENDORSEMENT Named Insured Endorsement Number ANNEALTA GROUP BOP47635a0716 Policy Symbol Policy Number Policy Period, Effective Date of Endorsement SER I D9441667A 10-01-2021 to 10-01-2022 10-01-2021 Issued By (Name of insurance Company) ACE Property And Casualty Insurance Company THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. This endorsement modifies insurance provided under the following: BUSINESSOWNERS COVERAGE FORM TABLE OF CONTENTS This endorsement modifies the coverages provided under the Businessowners Coverage Form. Notwithstanding anything to the contrary, the provisions of the Businessowners Coverage Form apply, except as provided in this endorsement. The titles of the various paragraphs of this endorsement are inserted solely for convenience or reference and are not to be deemed in any way to limit or affect the provisions to which they relate. A. SUPPLEMENTARY PAYMENTS— BAIL BONDS AND BONDS TO APPEAL JUDGMENTS -NO SUBLIMIT In Section II - Liability, Paragraph A. Coverages, 1. f. Coverage Extension — Supplementary Payments, subparagraphs (1)(b) and (c) are replaced by the following: (b) The cost of bail bonds, but only for bond amounts within the available limit of insurance. We do not have to furnish these bonds. BOP -47635a (07/16) Includes copyrighted material of Insurance Services Office, with its permission, 2016. Page 1 of 11 Pa e Supplementary Payments — Bail Bonds And Bonds To Appeal Judgments — No Sublimit 2 Medical Expenses — Three Years To Report Expenses 2 Non -Owned Watercraft Under 55 Feet 2 Non -Owned Aircraft 2 Damage To Property — Exception For Equipment Loaned Or Rented To Insured 2 Who Is An Insured — Subsidiaries Or Newly Acquired Or Formed Organizations 3 Who Is An Insured — Employees(including For CPR and First Aid And Volunteer Workers 3 Additional Insured — Lessor Of Leased Equipment 4 Additional Insured — Managers Or Lessors Of Premises 4 Additional Insured -Vendors 5 Additional Insured — Other Persons Or Organizations Pursuant To Contract Or Agreement 6 Damage To Premises Rented To You — $1,000,000 7 Per Location General Aggregate Limit With Combined Total Aggregate Limit 8 Knowledge/Notice Of Occurrence 9 Bodily Injury, Including Resulting Mental Anguish 9 Coverage Territory, Limited Worldwide 10 Personal Injury, Including Discrimination, Harassment And Segregation 10 Unintentional Failure To Disclose Hazards 10 Other Insurance, Including Primary Provision 10 Waiver Of Subrogation Required By Contract 11 This endorsement modifies the coverages provided under the Businessowners Coverage Form. Notwithstanding anything to the contrary, the provisions of the Businessowners Coverage Form apply, except as provided in this endorsement. The titles of the various paragraphs of this endorsement are inserted solely for convenience or reference and are not to be deemed in any way to limit or affect the provisions to which they relate. A. SUPPLEMENTARY PAYMENTS— BAIL BONDS AND BONDS TO APPEAL JUDGMENTS -NO SUBLIMIT In Section II - Liability, Paragraph A. Coverages, 1. f. Coverage Extension — Supplementary Payments, subparagraphs (1)(b) and (c) are replaced by the following: (b) The cost of bail bonds, but only for bond amounts within the available limit of insurance. We do not have to furnish these bonds. BOP -47635a (07/16) Includes copyrighted material of Insurance Services Office, with its permission, 2016. Page 1 of 11 (c) The cost of bonds to appeal judgments or release attachments, but only for amounts within the available limit of insurance. We do not have to furnish these bonds. B. MEDICAL EXPENSES — THREE YEARS TO REPORT EXPENSES In Section II — Liability, Paragraph A. Coverages, 2. Medical Expenses, subparagraph a.(b) is replaced by the following: (b) The expenses are incurred and reported to us within three years of the date.of the accident; and C. NON -OWNED WATERCRAFT UNDER 55 FEET In Section II - Liability, Paragraph B. Exclusions, subparagraph (2) of Exclusion 1.g.. Aircraft, Auto Or Watercraft is replaced by the following: This exclusion does not apply to: (2) A watercraft you do not own that is: (a) Less than 55 feet long; and (b) Not being used to carry persons or property for a charge; D. NON -OWNED AIRCRAFT In Section 11- Liability, Paragraph B. Exclusions, the following exception is added to Exclusion 1.9. Aircraft, Auto or Watercraft in Section II — Liability: t This exclusion does not apply to an aircraft you do not own provided: 1. The pilot in command holds a currently effective certificate, issued by the duly constituted authority of the United States of America or Canada, designating that person as a commercial or airline transport pilot; 2. It is rented with a trained, paid crew; and 3. It does not transport persons or cargo for a charge. E. DAMAGE TO PROPERTY- EXCEPTION FOR EQUIPMENT LOANED OR RENTED TO THE INSURED In Section II - Liability, Paragraph B. Exclusions, the following exception is added to Exclusion 1.k. Damage To Property: Paragraphs (3) and (4) of this exclusion do not apply to "property damage" to equipment rented or loaned to the insured, provided such equipment is not being used to perform any operations at a construction job site. F. WHO IS AN INSURED - SUBSIDIARIES OR NEWLY ACQUIRED OR FORMED ORGANIZATIONS In Section 11- Liability, Paragraph C. Who is an Insured is amended to include the following: If there is no other insurance available, each of the following is also a Named Insured: BOP -47635a (07/16) Includes copyrighted material of Insurance Services Office, with its permission, 2016. Page 2 of 11 1. A subsidiary organization of the first Named Insured shown in the Declarations of which, at the beginning of the policy period and at the time of loss, the first Named Insured controls, either directly or indirectly, more than 50 percent of the interests entitled to vote generally in the election of the governing body of such organization; or 2. A subsidiary organization of the first Named Insured shown in the Declarations that the first Named Insured acquires or forms during the policy period, if at the time of loss the first Named Insured controls, either directly or indirectly, more than 50 percent of the interests entitled to vote generally in the election of the governing body of such organization. G. WHO IS AN INSURED - EMPLOYEES (INCLUDING CPR AND FIRST AID) AND VOLUNTEER WORKERS In Section II - Liability, Paragraph C. Who is an Insured, Paragraph 2.a. is replaced by the following: 2. Each of the following is also an insured: a. Your "employees" but only for acts within the scope of their employment by you or while performing duties related to the conduct of your business. However, no "employee" is an insured for: (1)"Bodily injury" or "personal and advertising injury": (a) To you, to any of your directors, managers, members, "executive officers" or partners (whether or not an "employee") or to any co -'employee" while such injured person is either in the course of his or her employment or while performing duties related to the conduct of your business; (b) To the brother, child, parent, sister or spouse of such injured person as a consequence of any injury described in Paragraph (a) above; or (c) For which there is any obligation to share damages with or repay someone else who must pay damages because of any injury described in Paragraph (a) or (b) above. With respect to "bodily injury" only, the limitations described in Paragraph 2.a.(1) above do not apply to you or to your directors, managers, members, "executive officers", partners or supervisors as insureds. The limitations also do not apply to your "employees" as insureds, with respect to such damages caused by cardiopulmonary resuscitation or first aid services administered by such an "employee". (2) "Property damage" to any property owned, occupied or used by you or by any of your directors, managers, members, "executive officers" or partners (whether or not an "employee") or by any of your "employees". This limitation does not apply to "property damage" to premises while rented to you or temporarily occupied by you with the permission of the owner. b. Your "volunteer workers", but only while acting within the scope of their activities for you and at your direction. H. ADDITIONAL INSUREDS In Section II - Liability, Paragraph C. Who is an Insured, the following is added: 2. Each of the following is also an insured: BOP -47635a (07/16) Includes copyrighted material of Insurance Services Office, with its permission, 2016. Page 3 of 11 LESSOR OF LEASED EQUIPMENT e. Any person or organization from whom you lease equipment, but only with respect to liability for "bodily injury", "property damage" or "personal and advertising injury" caused, in whole or in part, by your maintenance, operation or use of equipment leased,to you by such person or organization and only if you are required by a contract or agreement to provide them with such insurance as is afforded by this policy. However, the insurance afforded to such additional insured: (1)Only applies to the extent permitted by law; and (2) Will not be broader than that which you are required by the contract or agreement to provide for such additional insured. With respect to the insurance afforded to these additional insureds, this insurance does not apply to any "occurrence" which takes place after the equipment lease expires. MANAGERS OR LESSORS OF PREMISES f. Any person or organization from whom you lease premises, but only with respect to liability arising out of the ownership, maintenance or use of that part of the premises leased to you and only if you are required by a contract or agreement to provide them with such insurance as is afforded by this policy. However, the insurance afforded to such additional insured: (1)Only applies to the extent permitted by law; and (2) Will not be broader than that which you are required by the contract or agreement to provide for such additional insured. With respect to the insurance afforded to these additional insureds, the following additional exclusions apply: This insurance does not apply to: (1) Any "occurrence" that takes place after you cease to be a tenant in such premises. (2) Structural alterations, new construction or demolition operations performed by or for such additional insureds. VENDORS g. Any person or organization who is a vendor of "your products", but only with respect to "bodily injury" or "property damage" arising out of "your products" which are distributed or sold in the regular course of the vendor's business. However: (1) The insurance afforded to such vendor only applies to the extent permitted by law; and (2) If coverage provided to the vendor is required by a contract or agreement, the BOP -47635a (07/16) Includes copyrighted material of Insurance Services Office, with its permission, 2016. Page 4 of 11 insurance afforded to such vendor will not be broader than that which .you are required by the contract or agreement to provide for such vendor. With respect to the insurance afforded to these vendors, the following additional exclusions apply: (1) This 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 the liability for damages that the vendor would have in the absence of the contract or agreement; (b) Any express warranty unauthorized by you; (c) Any physical or chemical change in the product made intentionally by the vendor; (d) Repackaging, except when unpacked solely for the purpose of inspection, demonstration, testing or the substitution of parts under instructions from the manufacturer, and then repackaged in the original container; (e) Any failure to make such inspections, adjustments, tests or servicing as the vendor has agreed to make or normally undertakes to make in the usual course of business, in connection with the distribution or sale of the products; (f) Demonstration, installation, servicing or repair operations, except such operations performed at the vendor's premises in connection with the sale of the product; (g) Products which, after distribution or sale by you, have been labeled or relabeled or used as a container, part or ingredient of any other thing or substance by or for the vendor; or (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: (i) The exceptions contained in Subparagraph (d) or (f); or (ii) Such inspections, adjustments, tests or servicing as the vendor has agreed to make or normally undertakes to make in the usual course of business, in connection with the distribution or sale of the products. (2) This insurance does not apply to any insured person or organization from whom you have acquired such products, or any ingredient, part or container entering into, accompanying or containing such products. With respect to the insurance afforded to these vendors, the following is added to Paragraph D. Liability And Medical Expenses Limits Of Insurance: If coverage provided by the vendor is required by a contract or agreement, the most we will pay on behalf of the vendor is the amount of insurance: (1) Required by the contract or agreement; or (3) Available under the applicable Limits Of Insurance shown in the Declarations; BOP -47635a (07/16) Includes copyrighted material of Insurance Services Office, with its permission, 2016. Page .5 of 11 whichever is less. This shall not increase the applicable Limits Of Insurance shown in the Declarations. OTHER PERSONS OR ORGANIZATIONS PURSUANT TO CONTRACT OR AGREEMENT h. Any persons or organizations that you are required by a contract or agreement to provide with such insurance as is afforded by this policy. However, such a person or organization is an insured only: (1) To the extent such contract or agreement requires the additional insured to be afforded status as an insured; and (2) For activities that did not occur, in whole or in part, before the execution of the contract or agreement. No person or organization is an insured under this provision: (1) That is more specifically identified under any other provision of Paragraph C. Who Is An Insured (regardless of any limitation applicable thereto). (2) With respect to any assumption of liability in a contract or agreement This limitation does not apply to the liability for damages the additional insured would have in the absence of the contract or agreement However, the insurance afforded to such persons or organizations: (1) Only applies to the extent permitted by law; and (2) Will not be broader than that which you are required by the contract or agreement to provide for such additional insured. The following is added at the end of Paragraph C. Who Is An Insured: No person or organization is an insured with respect to the conduct of any current or past partnership, joint venture or limited liability company that is not shown as a Named Insured in the Declarations. However, no person or organization is an insured with respect to the: a. Ownership, maintenance or use of any assets; or b. Conduct of any person or organization whose assets, business or organization; any Named Insured acquires, either directly or indirectly, for any: (1) "Bodily injury" or "property damage" that occurred; or (2) "Personal and advertising injury" arising out of an offense first committed; in whole or in part, before such acquisition is executed. With respect to the insurance afforded to the persons or organizations described in Paragraphs e., f, and h. above, the following is added to Paragraph D. Liability And Medical Expenses Limits Of Insurance: The most we will pay on behalf of such person or organization is the amount of insurance: 130P -47635a (07/16) Includes copyrighted material of Insurance Services Office, with its permission, 2016. Page 6 of 11 (1) Required by the contract or agreement; or (2) Available under the applicable Limits Of Insurance shown in the Declarations; whichever is less. This shall not increase the applicable Limits Of Insurance shown in the Declarations. 1. DAMAGE TO PREMISES RENTED TO YOU — $1,000,000 In Section II - Liability, Paragraph D. Liability and Medical Expenses Limits of Insurance, Paragraphs 3. and 4. are deleted and replaced with the following: 3. Subject to the Liability And Medical Expenses Limits Of Insurance, the most we will pay under Business Liability Coverage for damages because of "property damage" to any one premises while rented to you or while temporarily occupied by you with permission of the owner is $1,000,000. 4. Aggregate Limits The most we will pay for: a. All "bodily injury" and "property damage" that is included in the "products -completed operations hazard" is twice the Liability and Medical Expenses limit. b. All: (1) "Bodily injury" and "property damage" except damages because of "bodily injury" or "property damage" included in -the "products -completed operations hazard'; (2) Plus medical expenses; (3) Plus all "personal and advertising injury" caused by offenses committed; is twice the Liability and Medical Expenses Limit The Limits of Insurance of Section II — Liability apply separately to each consecutive annual period and to any remaining period of less than 12 months, starting with the beginning of the policy period shown in the Declarations, unless the policy period is extended after issuance for an additional period of less than 12 months. In that case, the additional period will be deemed part of the last preceding period for purposes of determining the Limits of Insurance. J. PER LOCATION GENERAL AGGREGATE LIMIT WITH COMBINED TOTAL AGGREGATE LIMIT In Section II - Liability, Paragraph D. Liability and Medical Expenses Limits of Insurance, the following is added: 1. Subject to the Combined Total Aggregate Limit shown in the Declarations, for the sum of all damages that the insured becomes legally obligated to pay for all "bodily injury" and "property damage" caused by 'occurrences" under Paragraph A.1. Business Liability, and for all medical expenses caused by accidents under Paragraph A.2. Medical Expenses, which can be attributed only to a single "location": BOP -47635a (07/16) Includes copyrighted material of Insurance Services Office, with its permission, 2016. Page 7 of 11 a. A separate Location General Aggregate Limit will apply to each "location", and that limit is equal to the Other than Products/Completed Operations Aggregate Limit shown in the Declarations. b. The separate Location General Aggregate Limit is the most we will pay for the sum of all damages for "bodily injury" or "property damage" under Paragraph A.I. Business Liability, except in connection with "bodily injury" or "property damage" included in the "products - completed operations hazard", and for medical expenses under Paragraph A.2. Medical Expenses, regardless of the number of: (1) Insureds; (2) Claims made or "suits" brought; or (3) Persons or organizations making claims or bringing "suits". C. Any payments made under Paragraph A.I. or under Paragraph A.2. Medical Expenses shall reduce the separate Location General Aggregate Limit for that "location". Such payments shall not reduce the Other Than Products/Completed Operations Aggregate Limit shown in the Declarations nor shall they reduce the separate Location General Aggregate Limit for any other "location". d. The limits shown in the Declarations for Each Occurrence, Damage To Premises Rented To You and Medical Expense continue to apply. However, instead of being subject to the Other Than Products/Completed Operations Aggregate Limit shown in the Declarations, such limits will be subject to the applicable separate Location General Aggregate Limit. 2. Subject to the Combined Total Aggregate Limit shown in the Declarations, for the sum of all damages that the Insured becomes legally obligated to pay for all "bodily injury" or "property damage" caused by occurrences under Paragraph A.1. Business Liability and for all medical expenses caused by accidents under Paragraph A.2., which cannot be attributed only to operations at a single "location". a. Any payments made under Paragraph A.I. Business Liability for damages or under Paragraph A.2. for medical expenses shall reduce the amount available under the Other Than Products/Completed Operations Aggregate Limit or the Products/Completed Operations Aggregate Limit, whichever is applicable; and b. Such payments shall not reduce the separate Location General Aggregate Limit applicable to a single "location". 3. Subject to the separate Location General Aggregate Limit and all other applicable limits, the Combined Total Aggregate Limit shown in the Declarations is the most we will pay for the combined sum of amounts described above, regardless of the number of "locations". 4. Any payments we make for "bodily injury" or "property damage" included in the "products -completed operations hazard" will reduce the Products -Completed Operations Aggregate Limit regardless of the number of "locations", and not reduce the Other Than Products/Completed Operations Aggregate Limit nor the separate Location General Aggregate Limit applicable to a single "location." 5. As used in this endorsement, "location" means premises involving the same or connecting lots, or premises whose connection is interrupted only by a street, roadway, waterway or right-of-way of a railroad. 6. The provisions of Paragraph D. Liability and Medical Expenses Limits Of Insurance not otherwise modified by this endorsement shall continue to apply as stipulated. K. KNOWLEDGEINOTICE OF OCCURRENCE In Section 11- Liability, Paragraph E. Liability and Medical Expenses General Conditions, 2. Duties In the Event Of Occurrence, Offense, Claim or Suit is amended to include the following: BOP -47635a (07/16) Includes copyrighted material of Insurance Services Office, with its permission, 2016. Page 8 of 11 e. Knowledge of an "occurrence" or offense by an agent or "employee" of the insured will not constitute knowledge by the insured, unless an "executive officer" (whether or not an "employee") of any insured or an "executive officer's" designee knows about such "occurrence" or offense. Failure of an agent or "employee" of the insured, other than an "executive officer" (whether or not an "employee") of any insured or an "executive officer's" designee, to notify us of an "occurrence" or offense that such person knows about will not affect the insurance afforded to you. f. If a claim or loss does not reasonably appear to involve this insurance, but it later develops into a claim or loss to which this insurance applies, the failure to report it to us will not violate this condition, provided the insured gives us immediate notice as soon as the insured is aware that this insurance may apply to such loss or claim. L. BODILY INJURY, INCLUDING RESULTING MENTAL ANGUISH In Section II - Liability, Paragraph F. Liability and Medical Expenses Definitions, paragraph 3. is deleted and replaced with the following: 3. "Bodily injury" means physical: a. Injury; b. Sickness; or c. Disease; sustained by a person, including resulting death, humiliation, mental anguish, mental injury or shock at any time. All such loss shall be deemed to occur at the time of the physical injury, sickness or disease. M. COVERAGE TERRITORY, LIMITED WORLDWIDE In Section II - Liability, Paragraph F. Liability and Medical Expenses Definitions, paragraph 4. is deleted and replaced by the following: 4. "Coverage territory" means all parts of the world. However, "coverage territory" does not include any: a. "Bodily injury" or "properly damage" that takes place or any offense committed outside of the United States of America (including its possessions and territories), Canada and Puerto Rico, unless the insured's responsibility to pay damages is determined by a "suit" on the merits that is brought in the United States of America (including its possessions and territories), Canada or Puerto Rico; or b. Injury or damage in connection with any "suit" brought outside the United States of America (including its possessions and territories), Canada and Puerto Rico. N. PERSONAL INJURY, INCLUDING DISCRIMINATION, HARASSMENT AND SEGREGATION In Section II - Liability, Paragraph F. Liability and Medical Expenses Definitions, paragraph 14. is amended to include the following: h. Discrimination, harassment or segregation based on a person's age, color, national origin, race, religion or sex unless committed by or at the direction of any "executive officer", director, stockholder, partner or member of the insured. BOP -47635a (07/16) Includes copyrighted material of Insurance Services Office, with its permission, 2016. Page 9 of 11 O. UNINTENTIONAL FAILURE TO DISCLOSE HAZARDS In Section III — Common Policy Conditions, Paragraph C. Concealment, Misrepresentation or Fraud is amended to include the following additional paragraph: Unintentional failure of an "employee" of the insured to disclose a hazard or other material information will not violate this condition, unless an "executive officer" (whether or not an "employee") of any insured knows about such hazard or other material information. P. OTHER INSURANCE, INCLUDING PRIMARY PROVISION In Section III — Common Policy Conditions, Paragraph H. Other Insurance, subparagraphs 2. and 3. are replaced by the following: H. Other Insurance If other valid and collectible insurance is available to the insured for a loss we cover under this insurance, our obligations are limited as follows: 1. Primary Insurance This insurance is primary except when Paragraph 2 below applies. If this insurance is primary, our obligations are not affected unless any of the other insurance is also primary. Then, we will share with all that other insurance by the method described in Paragraph 3 below. 2. Excess Insurance a. This insurance is excess over:, (1) Any of the other insurance, whether primary, excess, contingent or on any other basis: (a)That is Fire, Extended Coverage, Builder's Risk, Installation Risk or similar coverage for "your work"; (b)That is insurance that applies to "property damage" to premises rented to you or temporarily occupied by you with permission of the owner; or (c) If the loss arises out of aircraft, "autos" or watercraft to the extent not subject to Exclusion g. of Section II.B. Exclusions, 1. Applicable to Business Liability Coverage; or (2) Any other primary insurance available to you covering liability for damages arising out of the premises or operations for which you have been added as an additional insured. b. When this insurance is excess, we will have no duty to defend the insured against any "suit' if any other insurer has a duty to defend the insured against that "suit." If no other insurer defends, we will undertake to do so, but we will be entitled to the insured's rights against all those other insurers. c. When this insurance is excess over other insurance, we will pay only our share of the amount of the loss, if any, that exceeds the sum of. (1) The total amount that all such other insurance would pay for the loss in the absence of this insurance; BOP -47635a (07/16) Includes copyrighted material of Insurance Services Office, with its permission, 2016. Page 10 of 11 (2) The total of all deductible and self-insured amounts under all that other insurance. d. We will share the remaining loss, if any, with any other insurance that is not described in this Excess Insurance provision and was not brought specifically to apply in excess of the Limits of Insurance shown in the Declarations of this Coverage Part. 3. Method of Sharing If all of the other insurance permits contribution by equal shares, we will follow this method also. Under this approach, each insurer contributes equal amounts until it has paid its applicable limit of insurance or none of the loss remains, whichever comes first. If any of the other insurance does not permit contribution by equal shares, we will contribute by limits. Under this method, each insurer's share is based on the ratio of its applicable limit of insurance to the total applicable limits of insurance of all insurers. Q. WAIVER OF SUBROGATION REQUIRED BY CONTRACT In Section III — Common Policy Conditions, Paragraph K. Transfer of Rights of Recovery Against Others To Us, subparagraph 2. is replaced by the following: 2. Applicable to Businessowners Liability Coverage: We will waive the rights of recovery we would otherwise have had against another person or organization, for loss to which this insurance applies, provided the insured has waived their rights of recovery against such person or organization in a contract or agreement that is executed before such loss. To the extent that the insured's rights to recover all or part of any payment made under this Coverage Part have not been waived, those rights are transferred to us. The insured must do nothing after loss to impair them. At our request, the insured will bring "suit" or transfer those rights to us and help us enforce them. This paragraph does not apply to Medical Expenses Coverage. All other terms and conditions of the policy remain unchanged. BOP -47635a (07/16) Includes copyrighted material of Insurance Services Office, with its permission, 2016. Page 11 of 11 BUSINESSOWNERS BP 14 88 0713 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. PRIMARY AND NONCONTRIBUTORY - OTHER INSURANCE CONDITION This endorsement modifies insurance provided under the following: BUSINESSOWNERS COVERAGE,FORM The following is added to Paragraph FL Other Z You have agreed in writing in a contract or Insurance of Section 111 — Common Policy agreement that this insurance would be Conditions and supersedes any provision to the primary and would not seek contribution from contrary: any other insurance available to the additional Primary And Noncontributory Insurance insured. This insurance is primary to and will not seek contribution from any other insurance available to an additional insured under your policy provided that: 1. The additional insured is a Named Insured under such other insurance; and BP 14 88 0713 © Insurance Services Office, Inc., 2012 Page 1 of 1 D9441667A THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. EARLIER NOTICE OF CANCELLATION ENDORSEMENT This endorsement modifies insurance provided under the following: GENERAL LIABILITY COVERAGE SCHEDULE Individual or Entity (name and address) Cancellation Notice (number of days) City of Seal Beach 30 211 -8th Street Seal Beach, California 90740 The Cancellation condition within SECTION VI — GENERAL CONDITIONS is amended by the addition of the following: 1. The Insurer will send at least the number of days shown in the SCHEDULE above written notice of cancellation, for any statutorily permitted reason other than nonpayment of premium, in accordance with the conditions of this policy. Said notice will be mailed or delivered to the Individual or Entity shown in the SCHEDULE above. 2. The Insurer will send at least 10 days written Notice of Cancellation for nonpayment of premium, in accordance with the conditions of this policy. All other terms, conditions and exclusions remain unchanged. This endorsement changes the Policy to which it is attached and is effective on the date issued unless otherwise stated. PR2005-1219 Page 1 of 1 D94416681 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. EARLIER NOTICE OF CANCELLATION ENDORSEMENT r This endorsement modifies insurance provided under the following: EXCESS LIABILITY COVERAGE SCHEDULE Individual or Entity (name and address) Cancellation Notice (number of days) City of Seal Beach 30 211 -8th Street Seal Beach, California 90740 The Cancellation condition within SECTION VI — GENERAL CONDITIONS is amended by the addition of the following: 1. The Insurer will send at least the number of days shown in the SCHEDULE above written notice of cancellation, for any statutorily permitted reason other than nonpayment of premium, in accordance with the conditions of this policy. Said notice will be mailed or delivered to the Individual or Entity shown in the SCHEDULE above. 2. The Insurer will send at least 10 days written Notice of Cancellation for nonpayment of premium, in accordance with the conditions of this policy. All other terms, conditions and exclusions remain unchanged. This endorsement changes the Policy to which it is attached and is effective on the date issued unless otherwise stated. PR2005-1219 Page 1 of 1 WORKERS COMPENSATION AND EMPLOYERS LIABILITY INSURANCE POLICY WC990631 (Ed.6-20) BLAME f WAIVER OFOUR RIGHTTO RECOVER FROM OTHERS ENDORSEMENT -CALIFORNIA We havethe rightto recoverourpaymentsfrom anyone liableforan injurycovered bytlispolky.Wewillnotenforceourright againstthe person ororganization named in theSchedule. (This agreementappliesonlyto the extentthatyou perform work underawritten contract that requiresyou to obtain this agreementfrom us.) Theadditionalpremium forthisendorsement-shall be 3.00/ooftheCalifomiaworkerscompensationpremiumotherwisedue on such remuneration, subjectto a minimum chargeof 250 All written contracts in thestate(s) of. CA This endorsement changes the policy to which it is attached and is effective on the date issued unless otherwise stated. (The information below is required onlywhenthfs endorsement is issued subsequent to preparation of the policy.) Endorsement Effective 11/17/21 Insured ANNEALTAGROUP 5151 OCEANUSDRSTE 103 HUNMNGTONREACH CA926491057 Policy No. B0949-29-03 Endorsement No. Insurance Company MID-CENTURY INSURANCE COMPANY Countersigned By Azl' 2 � WC99 0631 (Ed. 6-20) Includes copyright material of the Workers Compensation Insurance Rating Bureau of California. All rights reserved. Additional insured endorsement Name of Person or Organization City of Seal Beach 211 -8th Street Seal Beach, California 90740 CORNZWAL Policy number: 04156346 underwritten by: United Financial Casualty Co. Insured, ANNEALTA GROUP April 01, 2022 Policy Period: 04/0112022 — 10/01/2022 Mailing Address United Financial Casualty Co. PO 8+94739 Cleveland, OH 44101 1-800-444-4487 For customer service, 24 hours a day, 7 days a week The person or organization named above is an insured with respect to such liability coverage as is afforded by the policy, but this insurance applies to said insured only as a person liable forthe conduct of another insured and then only to the extent of that liability. We also agree with you that insurance provided by this endorsement will be primary for any power unit. specifically described on the Declarations Page. Limit of Liability Bodily Injury each persanl each accident Property Damage each accident Combined Liability $1,000,000 each accident All other terms. limits and provisions of this policy remain unchanged. This endorsement applies to Policy Number. 041563460 Issued to (Name of Insured): ANNEALTA GROUP Effective date of endorsement 0410112022 Policy eApiration date: 1010112022 Pone 1198 (aim) MQ s 'I' % ♦ • �f � s WAIVER OF SUBROGATION ENDORSEMENT This endorsement modifies insurance provided under the following: Commercial Auto Policy Motor Truck Cargo Legal Liability Coverage Endorsement Commercial General Liability Coverage Endorsement We agree to waive any and all subrogation claims against the person or organization designated below. City of Seal Beach 211 -8th Street Seal Beach, California 90740 This endorsement applies to Policy Number: 04156346 Issued to: ANNEALTA GROUP Endorsement Effective. 04/01/2022 Expiration: 10/01/2022 All other terns, limits and provisions of this policy remain unchanged. Form 8610 (02J19) M CL