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HELPMATES STAFFING
DocuSign Envelope ID: 49380AED-6969-41 D5-8269-70DB6862F795 INSURANCE ON FILE A-2023-122-03 WORK MAY PROCEED UNTIL IeWPIRES CITY CONSULTANT AGREEMENT BETWEEN THE CITY OF SANTA ANA AND HELPMATES STAFFING FOR ON -CALL TEMPORARY STAFFING SERVICES (1bftpvmeAi-.11ts.THIS AGREEMENT is made and entered into on this 20th day of June, 2023 by and between Uelpmates Staffing ("Consultant'). and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California r ("City"). 0 N .n RECITALS A. On April 19. 2023 the City issues a Request for Proposal No. 23-051, by which it desired to retain a Consultant having special skill and knowledge in the field of Temporary Staffing Services on an on -call basis for the City's Human Resources Department B. Consultant submitted a responsive proposal that was among those selected by the city. Consultant represents that it is able and willing to provide such services described in the scope of work that was included in the RFP No. 23-051. C. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field. NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows: 1. SCOPE OF SERVICES Consultant shall perform the services that were described in the scope of work included in the RFP No. 23-051, during the term of this Agreement, the tasks and obligations including all labor. materials, tools, equipment, and incidental customary work required to folly and adequately complete the services described and set forth in "Scope of Services - Exhibit A", attached hereto and incorporated by reference, and as further described in Consultant's Proposal, attached hereto an incorporated herein by this reference as "Consultant's Proposal - Exhibit B". 2. COMPENSATION a. City neither warrants nor guarantees any minimum or maxi mon compensation to Consultant under this Agreement. Consultant shall be paid only for actual services performed under this Agreement at the rates and charges identified in Consultant's Fee Proposal, which is attached hereto and fully incorporated herein by this reference as "Compensation - Exhibit C. Consultant is one of eight (8) separate consultants selected to provide services on an on -call basis under RFP No. 23-051. The total compensation for services provided by all consultants selected under RFP No. 23-051 shall not exceed the shared aggregate amount of $2,000,000.00 during the term of this Agreement, including any extension periods. as set forth in Section 3, below. Page I of DocuSign Envelope ID: 49380AED-6969-41 D5-8269-70DB6B62F795 b. Payment by City shall be made within forty-five (45) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City. c. Notwithstanding any contrary terms contained within Consultant's Fee Proposal, Consultant's fees shall not exceed 3% annually over the term of this Agreement, including any extension periods, unless directly affected by Prevailing Wage laws. 3. TERM This Agreement shall commence on July 1, 2023 and end on June 30, 2026, with the option for the City to grant up to two, one-year extensions, exercisable by a writing by the City Manager and the City Attorney, unless terminated earlier in accordance with Section 15, below. a. INDEPENDENT CONTRACTOR Consultant shall, during the entire term of this Agreement, be construed to be an independent contractor and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer -employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. 5. OWNERSHIP OF MATERIALS This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ('-Documents & Data"). Consultant shall acquire all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not be lunited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk. Page 2 of 9 DocuSign Envelope ID: 49380AED-6969-47D5-8269-70DB6B62F795 6. INSURANCE Consultant shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property which may arise from or in connection with. the performance of the work hereunder and the results of that work by the Consultant, its agents, representatives, employees or subcontractors. a. Consultant shall not commence work for the City until it has provided evidence satisfactory to the City that it has secured all insurance required under this Section. In addition, Consultant shall not allow any subconsultant to commence work on any subcontract unti I it has secured all insurance required under this Section. b. Insurance coverage shall beat least as broad as: (i) Commercial General Liability (CGL): Insurance Services Office Form CCi 00 01 covering CGL on an "occurrence" basis, including products acid completed operations, property damage, bodily injury and personal & advertising itti ry with limits no less than $1,000,000.00 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit. (ii) Automobile Liability: Insurance Services Office ("ISO") Form Number CA 0001 covering, Code l (any auto), or if Consultant has no owned autos, Code S (hired) and 9 (non -owned), with limit no less than $1,000,000.00 per accident for bodily injury and property damage. (iii) Workers' Compensation insurance as required by the State of California, with Statutory Limits, and Employer's Liability Insurance with limit of no less than $1,000,000.00 per accident for bodily injury or disease. (iv) Professional Liability (Errors and Omissions) Insurance appropriates to the Consultant's profession, with limit no less than $1,000,000.00 per occurrence or claim, $2,000,000.00 aggregate. (v) If the Consultant maintains broader coverage and/or higher limits than the minimums shown above, the City requires and shall be entitled to the broader coverage and/or the higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City. d. Other Insurance Provisions. The insurance policies are to contain, or be endorsed to contain, the following provisions: Page 3 of 9 DocuSign Envelope ID: 49380AED-6969-41 D5-8269-7UD66H62P795 (i) Additional Insured Status. The City, its officers, officials, employees, and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of the Consultant including materials, parts, or equipment furnished in connection with such work or operations. General liability coverage can be provided in the form of an endorsement to the Consultant's insurance (at least as broad as ISO Form CG 20 10 11 85 or both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CO 20 37 forms if later revisions used). (ii) Primary Coverage. For any claims related to this contract, the Consultant's insurance coverage shall be primary insurance primary coverage at least as broad as ISO CG 20 01 04 13 as respects the City, its officers, officials, cmployees, and volunteers. Any insurance or self insurance maintained by the City, its officers, officials, employees, or volunteers shall be excess of the Consultant's insurance and shall not contribute with it. (iii)Notice of Cancellation. Each insurance policy required above shall state that coverage shall not be canceled, except with notice to the City. (iv)Waiver of Subrogation. Consultant hereby grants to City a waiver of any right to subrogation which any insurer of said Consultant may acquire against the City by virtue of the payment of any loss under such insurance. Consultant agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer. (v) Self -Insured Retentions. Self -insured retentions must be declared to and approved by the City. The City may require the Consultant to purchase coverage with a lower retention or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention. The policy language shall provide, or be endorsed to provide, that the self -insured retention may be satisfied by either the named insured or City. (vi)Acceptability of Insurers. Insurance is to be placed with insurers authorized to conduct business in the state with a current A.M. Best's rating of no less than ANTI, unless otherwise acceptable to the City.. (vii) Verification of Coverage. Consultant shall furnish the City with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage required by this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing all policy endorsements to City before work begins. However, failure to obtain the required Page 4 of 9 Docusign Envelope ID: 49380AED-6969-4r D5-8269-70DB6B62F795 documents prior to the work beginning shall not waive the Consultant's obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time. (viii) Special Risks or Circumstances. City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances. 7. INDEMNIFICATION Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents, employees, contractors, special counsel, and representatives &•om liability: (t) for personal injury, damages,_just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may arise from the negligent operations of the Consultant, its subcontractors, agents, employees, or other persons acting on its behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in. this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by reason of the terms of or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent Consultant's services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant. 8. INTELLECTUAL PROPERTY INDEMNIFICATION Consultant shall defend and indemnify the City, its officers, agents, representatives, and employees against any and all liability, including costs, for infringement of any United States' letters patent, trademark, or copyright infringement, including costs, contained in the work product or documents provided by Consultant to the City pursuant to this Agreement. 9. RECORDS Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the elate of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of the City to Page 5 of 9 DocuSign Envelope ID: 49380AED-6969-4n75-8269-70D86862F795 examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement. 10. CONFIDENTIA.LITY If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. "Confidential Information" shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential in'forrnation disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed is publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City. 11. CONFLICT OF INTEREST CLAUSE Consultant covenants that it presently has no interests and shall not have interests, direct or indirect, which would conflict in any manner with perfonnance of services specified under this Agreement. 12. NON-DISCRIMINATION Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, gender identity, gender expression, gender, medical conditions, genetic information, or military and veteran status, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization, promotion, termination or other employment related activities or any services provided under this Agreement. Consultant affirms that it is an equal opportunity employer and shrill comply with all applicable federal, state and local laws and regulations. 13. EXCLUSIVITY AND AMENDMENT "Phis Agreement represents the complete and exclusive statement between the City and Consultant, and supersedes any and all other agreements, oral or written, between the parties. In the event of conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in Page 6 of 9 PocuSign Envelope ID: 49380AEn-6969-4105-8269.70DB6B62F795 addition to, the terms and conditions hereof, shalt not bind or obligate Consultant or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which is not embodied herein. 14. ASSIGNMENT hnasnuich as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City's ability to have any of the services which are the subject to this Agreement performed by City personnel or by other consultant and/or contractors retained by City. 15. TERMINATION This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions: a. As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product(s) completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate. b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement. 16. WAIVER No waiver of breach. failure of any condition, or any right or remedy contained in or granted by the provisions of this Agreement shalll be effective unless it is in writing and signed by the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shalt be deemed a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies. 17. JURISDICTION - VENUE "this Agreement has been. executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement. Page 7 of 9 Uocu5lgn Envelope ID: 49380AED-6969-41 Q5.8269-70nB6B62F795 18. PROFESSIONAL LICENSES Consultant shall, throughout the term of this Agreement, maintain all. necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement. 19. NOTICE Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shrill be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons: To City: Jennifer L. Hall City Clerk City of Santa Ana 20 Civic Center Plaza (M-30) P.O. Sox 1988 Santa Ana, CA 92702-1988 Fax: 714- 647-6956 With courtesy copies to: .Jason Motsick Executive Director of Human Resources City of Santa Ana 20 Civic Center Plaza P.O. Sox 1988 Santa Ana, California 92702 To Consultant: Rosalia Villa President Helpmates Staffing 1200 Main Street, Suite A Lrvine, CA 92614 Fax:949-752-5553 A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail. Page 8 of 9 DocuSign Envelope ID: 49380AED-6969-41 D5-8269-70DB6662F795 A-2023-122-03 communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded. 20. MISCELLANEOUS PROVISIONS a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney's fees, for any injuries or damages to City in the event that such authority or power is not. in fact, held by the signatory or is withdrawn. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. ATTEST: City Clerk APPROVED AS TO FORM: SONIA R. CARVALFIO City Attorney By• ONATHAN T. MAR45rNEZ Assistant City Attorney RECOMMENDED FOR APPROVAL: L/- MOTSICK ,,e Director Resources Department CITY OF SANTA ANA KRKTINE RIDGE City Manager CONSULTANT: Oocusign" by: Pat, l!{a,a RC— t^a 4FEaoEW6 President Page 9 of 9 DocuSign Envelope ID: 49380AED-6969.41 D5-8269-70DB6B62F795 EXHIBIT A SCOPE OF SERVICES DocuSign Envelope ID: 49380AED-6969-41 D5-8269-70D86662F795 (a CITY OF SANTA ANA EXHIBIT I SCOPE OF SERVICES Contractor shall provide services as set forth below: A. GENERAL CONTRACTOR REQUIREMENTS 1. Contractor shall provide a comprehensive catalog of clerical, office, accounting, other related administrative support service and professional options to the City. 2. Contractor must also agree to: a. Provide appropriate methods to match the City's needs within the specified time frames; b. Coordinate all schedule work dates with City at least one business day before the start of assignment; c. Provide a detailed proposal and invoice, according to the specifications prescribed by the City department; and d. Ensure the following criteria prior to recommending any temporary worker for placement at the City: • Work authorization has been obtained and is current for individuals referred to the City for assignment via Form 1-9. Employment Eligibility Verification. • Live Scan fingerprinting and/ or background check have been processed, completed and passed (if requested by the City) . • Selected temporary worker(s) recommended for an assignment meet all essential job function and minimum qualification requirements for the various types of services. • Typing speed of the selected temporary worker is at least 30 wpm, and Microsoft Office abilities have been tested and are met with positive results as required. • Contractor conducts due diligence employment verification/references of the temporary worker selected for an assignment to verify positive work history. • The selected temporary worker is bilingual in English and Spanish or Vietnamese when required for the assignment. • Verifies that temporary worker is not a retired annuitant of the California Public Employees' Retirement System (CaIPERS). 3. Contractor shall not impose a temporary to permanent placement fee. It is not applicable for temporary workers that are hired by the City through the competititve recruitment process, regardless of introduction or assignment by Contractor. Direct hire placement is only applicable for direct hire placement requests or if a temporary worker was hired without a competitive recruitment process. DocuSign Envelope ID: 49380AED-6969-41D5-8269-70D66862F795 aCITY OF SANTA ANA B. SPECIFICATIONS/ SCOPE OF SERVICES 1. The City of Santa Ana Human Resources Department shall contact the Contractor for temporary services and provide the title and any special skills or experience required. Certain positions may require bilingual skills. Contractor shall provide temporary worker(s) as required and approved by City departments to work at the various City of Santa Ana department locations. 2. The Contractor will compare job requirements with worker qualifications and will email resume(s) and test results of temporary workers as requested. 3. The Contractor will follow up with the City within two (2) hours to provide name(s) for City approval. a. If Contractor is unable to locate a qualified candidate within four (4) hours of the initial request, the City reserves the right to contact other temporary agencies for placement. 4. Once a candidate is selected, and the hourly pay rate has been agreed upon, Contractor shall provide the City with a detailed proposal to include the specific job description, the hourly pay rate for the temporary worker, and the mark-up rate. The City shall then review and sign the proposal if approved. 5. All invoices must include: a. Agreement number; b. Requesting City Department c. Department Contact Name / Requester Name d. Candidate Name e. Hourly pay rate and mark-up rate f. Dates of assignment duration g. Total hours worked during duration of assignment 6. Contractor shall provide temporary workers who have the skills required for the assignment. 7. At the City's discretion, City reserves the right to immediately end a temporary worker's assignment if work performed is substandard, attendance is poor, or for other business related reasons. Contractor shall remove any temporary worker from assignment upon the City's request; at the specified time and date. Contractor shall provide replacement temporary worker if required by City. 9. Contractor shall be responsible for all decisions concerning matters of hiring, firing; discipline; payroll practices; and employee benefits such as vacation, sick, and other leave benefits. Temporary workers provided by the agency shall be considered employees of the agency and shall in no sense be considered employees or agents of the City. 10. Contractor shall be responsible for communication with temporary workers with respect to their duties as they are employees of the Contractor. 11. Contractor must provide City with testing resources for regular status positions as requested. These services shall be provided at the rates set forth in Cost Proposal Form, ATTACHMENT G. DocuSign Envelope ID: 49380AED-696941 D5-8269-70D86862F795 (a CITY OF SANTA ANA 12. Individual temporary workers are not permitted to work more than 960 hours in any fiscal year period (July 1 — June 30). Contractor is solely responsible for tracking hours worked by all temporary workers, and to notify the Department contact and the Human Resources Department within 30 working days of any temporary worker reaching the limit of 960 hours. 13. Contractor must comply with all applicable local, state, and federal laws and regulations, including California Assembly Bill 1028 (effective January 1, 2012) and CalPERS rules regarding CalPERS Retired Annuitants, whether formerly employed by the City or other public agency employers subscribing to CaIPERS. Contractor must also ensure that no employee provided under this agreement would need to be reinstated to CalPERS employment or considered to be in violation of the retirement law or otherwise in unlawful employment as a result of their work at the City prior to assigning any temporary worker to any City request. C. SERVICE CATEGORIES Please note the service categories listed in this document are provided for purposes of this RFP and should not be construed as a detailed description of the tasks to be performed but rather a broad general outline. General Administrative Office Support Temporary Administrative Support role (e.g., Administrative Assistant and Office Specialist) is responsible for but not limited to: opening and routing mail, answering telephones, providing customer service at public counters, drafting general correspondence, preparing minutes of meetings, may operate computer, and other administrative duties assigned. 2. Executive/Senior Administrative Office Support In addition to the tasks required of General Administrative Office Support, temporary Executive/ Senior Administrative Office Support Roles perform highly responsible secretarial and routine administrative duties in the office of the City Manager, City Attorney, or reports directly to an Executive team member with a higher level of professionalism and experience. 3. Professional Accounting and Financial Administrative Support Temporary Accounting Support role is responsible for but not limited to reconciling accounting records, preparing accounting reports and budgets; reviewing and verifying payroll documents and compliance documents for completeness, correct pay rate and reasonableness; producing reported work hours summary reports; posting accounting entries; summarizing accounting records; accepting and processing invoice payments. Temporary professional accountant is responsible for but not limited to accounting duties requiring the application of accounting principles and practices. 4. Legal Secretary / Paralegal Support Temporary Legal Secretary Support roles perform a variety of complex and responsible legal secretarial and clerical work involving specialized legal terminology, documents and procedures; processes legal papers and documents in accordance with established procedures and formats, and performs confidential secretarial and minor legal procedures for one or more attorneys, as assigned, including maintaining court and appointment calendars. 5. Other Technical and Professional Classifications as Determined DocuSign Envelope 10: 49380AEU-6969-41 D5-8269-70DB6862F795 CITY OF SANTA ANA Other technical and professional classification(s) relevant to city operations in which the Contractor may possess placement experience, such as human resources administration, building permit or plan check services, housing or job placement eligibility, facilities or vehicle maintenance, etc. City classification specifications can be found and defined on the City's job description site: https://www.governmentmobs.com/careers/santaana/classspecs. D. SERVICE UTILIZATION REPORTS Contractor must provide to the City's Human Resources Department the following reporting in Excel format: 1. Quarterly Reports which include at minimum: a. Number of temporary workers hired under this contract; b. Number of hours worked per temporary staff during reporting period, by name; c. Number of hours worked per classification citywide; d. Department to which temporary worker was assigned; e. Billing rate for each temporary worker f. Sum per criteria above 2. Annual Report which includes grand totals of each of the criteria included in Quarterly Reports and listed above. DocuSign Envelope ID: 49380AED-6969-41 35-8269-70D136862F795 EXHIBIT B CONSULTANT'S PROPOSAL DocuSign Envelope ID'. 49380AED-6969-41 D5-8269-70DB6B62F795 PROPOSAL Specifically prepared for: City of Santa Ana MATES powered by -Q TALENTLAUNCH REQUEST FOR PROPOSALS RFP NO.: 23-OS1 FOR: TEMPORARY STAFFING SERVICES April 19, 2023 ORIGINAL DocuSign Envelope It): 49380AFD-6969-41 D5-8269-70D86B62F795 April 18, 2023 Lori Schneider, Operations Manager City of Santa Ana- Human Resources Department 20 Civic Center Plaza Santa Ana, Ca 92701 Dear Lori: Thank you for this opportunity to provideThe City of Santa Ana (City) with a proposal that outlines our detailed service capabilities. This customized proposal is our response to the City's RFP NO: 23-051 for Temporary Staffing Services, demonstrating Helpmates intent to perform the services and qualifications for selection for the City, Helpmates understands the purpose of this Request for Proposal is to identify qualified Contractor(s) to provide professional temporary staffing services for the City of Santa Ana's employment needs. Temps will work under the City's 9/80 work schedule (Monday to Thursday 9 hour workdays, Friday 8 hour workday and closed every other Friday), although the requirements will fluctuate during the agreement period. We took forward to discussing with you in more detail how a partnership with Helpmates will give you the optimum in value-added customer service, and the highest return on your staffing investment. We acknowledge receipt of all RFP Addenda. The contact person during the proposal evaluation, and who will have the authorization to bind the firm to the teens of the proposal with the City is Rosalie Villa; her contact information follows her signature below. '['his letter also serves as our signed statement attesting that all information submitted with the proposal is true and correct. Sincerely, osalle Villa President Helpmates Staffing Fed ID:86-2802283 1200 Main Street, Suite A Irvine, California 92614 949-225-5016 direct phone 949-752-6006 phone 949-752.5553fax Email: nrilleiryilh( It) I tsc it This proposal shall remain valid for a period of not less than 120 days from the date of submittal. RFP No. 23-051 Temporary Staffing Services Page 1 of 20 DocuSign Envelope ID: 49380AED-6969-41 D5-8269.70DB6B62F795 2. Services Provided—.....................................................................................................................3 3. Agreement Statement ... ......... ..... —....... ,................................................... 5 4. Firm and Team Experience...................................................................................... General Overview of Helpmates History/Helpmates Profile ......................................... City of Santa Ana's Helpmates Team............................................................... 5. Work Plan.......................................................... SpecialistRecruiting....................................................................................................... Candidate Selection Process........„................................................................................. Communication Plan —Temporary Employee Ordering Process .................................. The Quarterly Business Review (QBR) Process ........... ........... --...... .................. ...................... 13 Methods of Approach to Quality..........................................................................................13 6, Cost Proposal............................................................................................................16 7. Certifications(ATTACHNIENTS).................................................................... Attachment A: Proposer's Certification and Proposal Item Pricing Attachment B: References Non -Collusion Affidavit Non -Lobbying Certification Non-Aiscrimfnation Certification Cost Proposal Form City of Santa Ana Team Resumes 8. Service Utilization Report Samples........................................................................ Example of Quarterly Report Example of Annual Report RFP No. 23-051 Temporary Staffing Services Page 2 of 18 DocuSign Envelope ID: 49380AED-6969-41 D5-8269-79DB6862F795 lb. ill ,JCE$ PROVTpSll Ffelpntates Understanding of City Scope of. Services A. General Contractor Requirements 1. Flelpmates will provide a comprehensive catalog of clerical, office,accounting, odwrreiated administrative support service and professional options to the City. 2. Helpmates further agrees to; a. Provide appropriate methods to match the City's needs within the specified time frames. b. Coordinate all scheduled work dates with the City at least one business day before the start of an assignment. c. Provide a detailed proposal and invoice, according to the specifications prescribed by the City department. d. Helpmates will ensure the following criteria prior to recommending an temporary worker for placement at the City: • Ensure work authorization has been obtained and is current for individuals referred to the City for assignment via Form 1-9, Employment Eligibility Verification. • Ensure that Live Scan fingerprinting and/or background check have been processed, completed and passed (if requested by the City) • Ensure that temporary worker(s) recommended for an assignment meet all essential Job functions and minimum qualification requirements for the various types of services. Ensure that typing speed of the selected temporary worker is at least 30 wpm, and Microsoft Office abilities have been tested and are met with positive results as required. • Ensure due diligence employment verification/references of the temporary worker selected for an assignment to verify positive work history. Ensure the temporary worker is bilingual in English and Spanish or Vietnamese when required for an assignment. Verify that temporary worker is not a retired annuitant of the California Public E.mployem' Retirement System (CaIPERS). All of the screening checks are conducted on every potential Helpmates Specialist that wilt work for Helpmates at the City. We believe this is an important cornerstone of our assessment and hiring process, as well as the industry leading quality results we deliver. 3. Helpmates will not Impose a temporary to permanent placement fee. It is not applicable for temporary workers that are hired by the City through a competitive recruitment process, regardless of introduction or assignment by Contractor. Direct hire placement is only applicable for direct hire placement requests or if a temporary worker was hired without a competitive recruitment process. RFP No. 23-051 Temporary Staffing Services Page 3 of 18 DocuSign Envelope ID: 49380AED-6969-41 D5-8269-7013136862F795 R. Specifications/scope of Services Helpmates acknowledges the following: 1. City representative contacts Helpmates for temporary services and provides the job tide and any special skills ar required experience and: Certain positions may require bilingual skills. Ilelpmates will provide temporary worker (s) as required and approved by City departments to work at the various City of Santa Ana department locations. 2. Helpmates will compare job requirements with worker qualifications and will email resume(s) and test results of temporary workers as requested. 3. Helpmates will follow up with the City within two (2) hours to provide name (s) for City approval. If Helpmates is unable to locate a qualified candidate within (4) hours of the initial request, the City reserves the right to contact other temporary agencies for placement. 4. Once a candidate Is selected, and the hourly pay rate has been agreed upon, Helpmates shall provide the City with a detailed proposal to include the specific job description, the hourly pay rate for the temporary worker, and the mark-up rate. The City shall then review and sign the proposal if approved, 5. All invoices will include agreement number, requesting city department, department contact name/requester name, candidate name, hourly pay rate and mark-up rate, dates of assignment duration and total hours worked during the duration of assignment, 6. Helpmates will provide temporary workers who have the skills required for die assignment. We have the capability and flexibility to accommodate what is easiest for the City, both now and as circumstances and procedures change. In addition Helpmates understands and agrees; 7. The City reserves the right to end a Temp's assignment if work performed is substandard, attendance is poor, or for other business related reasons, 8. We shall remove any temporary worker for assignment at City's request, at the specified time and date and will provide a replacement temporary worker if required by City. 9. We shall be responsible for all decisions concerting matters of hiring; firing; discipline; payroll practices; and employee benefits such as vacation, sick, and other leave benefits. Temporary workers provided by Ielpmates shall be considered employees of Helpmates and shall in no sense be considered employees oragents of the City. 10. We shall be responsible for communication with temporary workers with respect to their duties as employees of Helpmates. 11. We will provide the City with testing resources for regular status positions as requested. These services shall be provided at the rates set forth in Cost Proposal Form, ATTACHMENT G. 12. Individual temporary workers are not permitted to work more than 960 hours in any fiscal year period (July 1 - June 30). Contractor is solely responsible for tracking hours worked by all temporary workers, and to notify the department contact and the Hunan resources Department within 30 working days of any temporary worker reaching the limit of 960 hours. 13. 1elpmates will comply with all applicable local, state, and federal laws and regulations, including California Assembly Bill 1028 (Effective January 1, 2012) and Ca1PERS rides regarding CalPERS Retired Annuitants, whether formerly employed by the City or other public agency employers subscribing to CaIPERS. Helpmates will ensure that no employe, provided under this agreement would need to be reinstated to CaIPERS employment or considered to be in violation of the retirement law or otherwise in unlawful employment as a result of their work at the City prior to assigning any temporary worker to any City request. RFP No. 23.051 Temporary Staffing Services page 4 of 18 Docu Sign Envelope ID: 49380AED-6969-41 D5-8269-70DB6B62F795 Helpmates has no ohjeeUons with any or all provisions as contained in EXHIBIT II Sample Agreement of this RFp. RFP No, 23-051 Temporary Staffing Services Page 5 of 18 DocuSign Envelope ID: 49380AED-6969-41 135-8269-70DB6862F795 Id,17RNT Aty[)'rFAMFRprRIF.NCr We are at award winning firm with four California locations, and over 11 locations through our Talentlaunch network on a national level. Helpmates foundation is built on providing customized value-aldad services. Ffelpmates consistently differentiates its capabilities and has developed a brand reputation of best in class client and talent satisfaction, and is recognized as an employer of choice in the region. Along with our excellent risk/safety management programs, and best in class workers' comp and employment liability results, Ifelpmates is nationally known as a true top tier staffing provider. For over the past 50 years, Ffelpmates has grown into one of the largest, most well respected staffing services in California, staffing over 500,000 positions in a vast category of industries, organizations and governmental agencies. The majority of our staffing service clients utilize temporary staff in very similar positions and skill classifications, and require similar workforce management support as outlined in this RFR Helpmates, now part of the Talent Launch network, is a highly regarded workforce solutions firm and a recognized leader with capability to operate nationally. We provide consultative, workforce solutions to clients Including specialized programs for Iona -term contract staffing, recruitment, and human resource services. Ifelpmares focuses an essential roles that are in the office/professional, accounting & finance, human resources, automotive specialty, and logistics I distribution / manufacturing environments. helpmates Company information Type of Company: Corporation Full-time Service Office: Irvine 1200 Main Street, Suite A Irvine, CA 92614 Supporting Branch Locations: Cerritos 1.7871 park Plaza Dr., Suite #1.50 Ceti lies, CA90703 Buena Park 5600 Beach Blvd. Buena Park, CA 90621 LA/South Bay 879 W. 190th Street, Suite 910 Gardena, CA 90248 RFP No. 23-051 Temporary Staffing Services page 6 of 18 DocuSign Envelope ID: 49380AED-6969-41 D5-8269-70066e62P795 City of Santa Ana's Team Gena Monroy, Market Manager emonroy@helomates.com; 949.752.6006 Gena is an ASA Certified Staffing Professional and has over 15 years of professional experience in the recruiting and staffing industry. Gena manages some of our largest client relationships as the key contact, conducting Specialist supervisory duties, streamlining effective repotting metrics and coordinating temporary placements. Her experience and consultative approach makes her uniquely qualified to effectively drive positive results and maintain lasting relationships. Gena will manage the City of Santa Ana account team to ensure a high-level of customer service delivery, including recruiting, screening, assessing, hiring Specialists, supporting the quality control process, and that all aspects of Helpmates' programs are being executed in working with the City of Santa Ana, and the continued weekly proactive recruitment plans preparing for open orders received from City of Santa Ana. Mihyiesha Flores, Talent Relationship Supervisor mFlotvs@helormates.com: 949.752.6006 Mihyiesha is an ASA Certified Staffing Professional and has over 10 years of progressive staffing industry experience. Her responsibilities include recruiting, screening, assessing and hiring specialized employees, customer service and key account service over all segments. Norma Leanos, Talent Relationship Supervisor olearms(aMehnnates.com; 949-752-6006 Norma joined Helpmates in 2014 and has over 10 years of staffing industry experience. Her responsibilities include recruiting, screening, assessing and hiring specialized employees, customer service and key account service over all segments. Joel Corrales, Recruiter icorrales0helpmates.cnm; 949-752-6006 Joel joined Helpmates in 2022 supporting sourcing of candidates and working daily to pipeline and funnel candidates for the openings in the Irvine Branch. Joel will continue to play a close role with Gene on understanding the positions at The City of Santa Ana and keeping a pipeline of candidates available for interview and placement. Nancy Martinez, Staffing Coordinator nmartinezna helamates.com; 949-752-6006 Nancy is an ASA Certified Staffing Professional and has over 7 years with Helpmates. Nancy handles all payroll for The City of Santa Ana, and administers all onboarding assessments and the management of sexual harassment training. Nancy fields calls from our talent on assignment supporting any questions and assisting with employee portal information. Mario Soto, VP Of Operations msato0helpmates.com; 949.752.6006 Mario, is an ASA Certified Staffing Professional and has 22 years working with Gena and Rosalie on the City of Santa Ana account. Mario supports Gena with oversight on compliance, auditing and hiring practices to ensure for compliant delivery. Mario also oversees any employee relation issues minimizing liability working with Gera and Human Resources. Rosalie Villa, President (Project Manager/Principal Agent) rvillat@helpmatess.com; 949.752.6006 Rosalie, an experienced staffing executive and business leader oversees the sales and business solutions for Helpmates with a focus on key clients accounts. She will have overall accountability of the partnership between City of Santa Ana and Helpmates. Her focus will be to lead the team in creating and implementing programs driving cost saving solutions and efficiencies, talent engagement and retention. Rosalie joined Helpmates in 1992 and has held leadership positions in new business sales and key customer delivery strategy. Rosalie has had over 19 years' RFP No. 23-051 Temporary Staffing Services Page 7 of 18 DocuSlgn Envelope ID: 49380AED-6969-41 35-8269-701)t36662F795 experience working with goverment entities, educational institutions, non-profit organizations and has developed programs driving efficiency and process improvements allowing Helpmates the long -tent partnership. Key Staff Involvement Key Helpmates staff involved on the City account will be available to the extent proposed for the duration of the project. Please see resumes attached of all managers, supervisors, and miter key personnel who will he assigned to this contract if awarded. RFP No. 23-051 Temporary Staffing Services Page 8 of 18 DocuSign Envelope It): 49380AED-6969.41 D5-8269-79DB66621=795 Ie. W ORK Pl. AN Ileipmates Understanding of City Scope of Work Approach to Completing Work Specified in the Scope of Work As an EEO employer, we seek candidates from numerous civic, educational and professional sources. Helpmates does not discriminate in any form of reciulting or job order taking, and actively promotes and practices compliance withall Federal and State employment laws as it pertains to recruiting, assessing and selecting the bestgealified candidates, without regard to sex, race, ethnicity, national origin, veteran status, disability, age, religion, or any other legally protected status. Our methods have one Mission: To maximize the City's performance by consistently sourcing and delivering the right talent and services ill the most cost efficient and expedient manner. In order to achieve our mission as stated above, and to achieve the world -class results we have accomplished, our methodology is a multi -step approach which includes the following components: A. Experienced Helpmates City Team B. Specialist Recruiting Strategy C. Candidate Selection Process A. Idelpntates Activities Undertaken in Completing the Work The Helpmates City Team Our success starts with our expertenced Helpmates City Team, which is professionally trained and ASA CSP certified. A brief summary of their collective experience includes: • A Helpmates City Team with over one -hundred and thirty (85) years of combined staffing experience! • A Helpmates City'I'eam of ASA Certified Staffing Professionals (CSP) CSP designated Helpmates Senior Management "ream actively involved in managing and supporting the Helpmates City Team B. Specialist Recruiting Strategy The helpmates recmfdng process has a simple mission: Retain our current highly qualified Specialists, and attract the best possible flow of qualified candidates in the mast efficient and expedient manner possible. As a means of distinguishing Helpmates from similar employers, we employ the following strategies to attract and retain our outstanding Specialists, and to maintain a constant flow of qualified candidates. Armed wide outing edge technology of the TalentLaunch network Helpmates uses automated tools to streamline the recruitment process getting candidates to work fastercommurucating in real time. Our ability to respond to the City's open requisitions in a timely manner has allowed for highly satisfied managers with successful placements. Helpmates utilizes the following leading edge technology driving efficiencies for the City while simplifying our new hire ouboarding process and maintaining compliance: Bullhorn Bullhorn is 1-felpmates applicant tracking system and customer relationship management platform. It is the central cog that connects our highly innovative solutions and assists us in serving our customers and candidates. Daxtra DaXtra is Helpmates candidate matching technology that reviews multiple sources inclusive of Indeed, Monster, CareerBuildei; Dice, Linkedfn and our own BUllhom database for candidates who are actively seeking new opportunities and matching their experience, skills, and home address with that of a job we are filling. If they don't already exist in our database, it's easy to pull them in with DaXtra and contact them in short order. RFP No. 23-051 Temporary Staffing Services Page 9 of 18 DocuSign Envelope ID: 49380AED-6969-41 D5-8269-70D86662F795 Bullhorn Time & Expense Bullhorn Time & Expense is Helpmates candidate time tracking system. Fully mobile app enabled, it ensures our candidates can easily enter the time they work each week for their supervisors to then verify and approve right from their email inbox. Able Having our candidates on your jobs as fast as possible is mission critical. Able enables our workforce to fill out their critical and compliance based paperwork on the device of their convenience, even smart phones. Most paperwork can be distributed, filled out, and signed within the same day! This is also where our candidates can retrieve important payroll information such as pay stubs and W-2s. SkillCheck SkiIICheck is Helpmates testing platform for skills assessment and testing. SkillCheck offers one of the largest and highest -quality assessment libraries in the world and offers a wide variety of skills, knowledge, behavioral and cognitive titles to measure exactly what you need. The recruiting chart below highlights the most important resources of our recruiting and candidate flow strategy: Leading Edge Technology: Helpmates internal systems: Bullhorn ATS and Daxtra # 1 Source is Employee Personal Referrals Employees like to work with other qualified employees and Helpmates! Community Involvement; Established Relationships with Trade and Technical Schools, Colleges and Universities, Promoting Career Days and Presenting Employment Seminars Specialized Recruiting Sources; TradeNocation/Business Schools, Industry and Professional Associations Community Events; Various Job Fairs and Charity Events Held Throughout Orange County RFP No. 23-051 Temporary Staffing Services Page 10 of 18 DocuSign Envelope ID: 49380AED-6969-41 D5-8269-70DB6862F795 Job Postings on Linkedln, Indeed, Helpmates lob Board and Internet Websites Outplacement; Provide On -site Recruiting and Job Transition Training in die Event of Reductions in Staff C. Candidate Selection Process Our process to deliver outstanding results and achieve our stated City Mission is in assessing, selecting, employing and delivering the right talent. Our methods for doing so are outlined below: HIRING CRITERIA NOT MET HIRING CRITERIA MET The Helpmates candidate selection process is both scientifically and experiential based. As the flow chart outlines, each candidate is thoroughly assessed, in -person or virtually interviewed, referenced checked and background checked for the skills and experience as indicated on their application and resume. RFP No. 23-051 Temporary Staffing Services Page U of 18 DOCuSign Envelope ID: 49380AED-6969-4l D5-8269-70DB6B62F795 flelpmates will provide a comprehensive catalog of clerical, office, accounting and other related administrative support service options to the City. Helpmates funkier agrees to; Compare job requirements with worker qualifications and will email resumes and test results of temps as requested. Provide appropriate methods to match the City's needs within the specified tune frames. Coordinate all scheduled work dates with the City at least one business day before the start of assignment. Provide a detailed proposal and invoice, according to the specifications prescribed by the City department, which will include the City Agreement Number. As additional clarity, the following outlines our extensive preemployment background check process and ensure the following prior to recommending any Temp for placement to the City: Ensure that work authorization has been obtained and is current for individuals referred to the City for assignment via [-9 (employment eligibility verification) Ensure that Live Scan fingerprinting and/ or background check have been processed, completed and passed (if requested by the City) Ensure that temporary worker(s) recommended for an assignment meet all essential job function and minimum qualification requirements for the various types of services Ensure that typing speed is at least 30 wpm and Microsoft Office abilities have been tested and are met with Positive results as required Ensure that temporary worker is bilingual when this is requirement for assignment Reference Checks — personally conducted by flelpmates Team • Employment gap checks — personally confirmed by Helpmates'r'eam • personal Interviews —personally conducted by Helpmates Team E•Verify — online conducted by Helpmates Team before starting any assignment • Social Security Checks - completed by Helpmates Team at time of first payroll All of die screening checks are conducted on every potential flelpmates Specialist that will work for Helpmates at the City. We believe this is an important comerstone of out, assessment and hiring process, as well as the industry leading quality results we deliver. Communication Platt —Temporary Employee/Specialist Ordering Process Our process is to maximize the effectiveness of communication between die City and flelpmates. As part of our unique service offerings to the City, and as a means to make working with us as simple and efficient as possible, we will customize whatever ordering and communication process is most preferred by the City. The process for ordering a Specialist generally includes the following: City representative deciding how many and which job classifications • Add/delere any specific skills/experience required Determine length of assignment, start date, and reporting details Determine location, hoes required and other location specific details Response Plan Within 30 minutes of receipt, all orders will be acknowledged and a progress update provided We will follow up with the City within two (2) hours to report status of providing names) of temporary workers who have the skills required for the assignment, For City approval and based on the above, generally can confirm a qualified employee within two hours. Once a candidate is selected, and the hourly pay rate has been agreed upon, Helpmates shall provide the City with a detailed proposal to include the specific job description, the hourly pay rate for the temporary worker, and the markup rate, The City will then sign the proposal in approval. All invoices must include the agreement number. RFP No. 23-051 Temporary Staffing Services Page 12 of 18 DocuSign Envelope ID: 49380AED-6969.41D5.8269.70DB6B62F795 Office Hours: Each workday, helpmates offices are open from 7:30 a.m. to 5:00 p.m. and our staff is available to fill orders with prompt, productive Specialists who are toady to start woddng when yourbminess day begins. Additionally, in last minute or emergency situations, appropriate City representatives wilt have the business cell numbers and email addresses for the Helpmates Project team. In the off chance this is needed, die Helpmates staff can be available via email, text or phone. The Quarterly Business Review (QBR) Process The goal of "The Quarterly Business" (QBR) process is to support the City with qualified staffing Specialists and to consistently meet or exceed expectations and requirements. Our "QBR" review allows us to evaluate and improve our performance by measuring that performance against the City's stated criteria. The Quarterly Business Review process includes three major areas: Establishing mutual goals and timelines with the City • Measuring the quality of all Specialists, order fill response time and overall set -vice performance + QBR Service Reviews (quarterly or as agreed upon with the City) to focus on improving process, methods and programs and establish action plans and agreed upon goals At every level of our organization, Helpmates fosters a thorough understanding of customers' needs along with all awareness that quality is a constant process of Improvement. The Quarterly Business Review process is a Practical, yet powerful approach that best exemplifies our commitment to continuous improvement and long-term partnerships with our clients. As part of Quarterly Business Review process, the following services will be agreed upon and provided: • First and Second Day Quality Checks t'lie first day quality check is made approximately 15 minutes after the assignment starts to confirm chat the Helpmates Specialist has arrived safely. The second clay quality check is also completed within 15 minutes of the start time and focuses on the Specialist's work performance and productivity from the previous day. Weekly Updates lelpmates' Weekly Updates have multiple purposes: To guarantee the performance of the Helpmates Specialist in terms of productivity, quality, punctuality, attendance, and behavior, as well as to determine if the Specialist is required the following week. Final Performance ]Evaluations A final evaluation is documented on each Specialist who has completed an assignment at our client site. '['his evaluation rating is maintained in the Specialist's and the City's data file for discussion at the TLC reviews and for future reference. Methods of Approach to Quality Helpmates Quality Control Plan A very important part of Helpmares performance, and ultimately what sets all services apart, is the quality component of our service offering. The Itelpnmates Quality Control Plan has four (4) vital components, which are outlined and explained as follows (please note that the frequency of meetings mentioned is recommended, but ultimately the frequency will be determined by the City): 1. City Quality Control Plan Overview • The RFP, Contract and all pertinent data is retained either on the Helpmates Bullhorn ATS System, in confidential files, or both and is readily available Weekly reports entailed to designated City personnel for quality review, financial data, department usage etc., or as required by the designated City personnel • Monthly/quarterly meetings, as agreed to by the City will include: I. Overall contract compliance review it. Specific data metrics such as fill rates/refills, etc. III. Specific goals/objectives for the next month established iv. Establish future meeting date/agendas RFP No. 23-051 Temporary Staffing Services Page 13 of 18 DocuSign Envelope ID: 49380AL=D-6969.41 D5-8269-70UBGB62F795 2. Helpmates Irvine Office Quality Review • Daily 1•Ielpmates City team office huddles are held for updates and progress reports on pending or open orders • Communication with City staff daily or as frequently as needed for quality updates and performance feedback • Weekly Key City internal metrics review Monthly City performance review internally prepared and discussed • Strict adherence to die comprehensive ffelµmaws employee selection process which is included on page 11 • Monthly random hiring audits performed by Mario Soto, Helpmates VP of Operations • Helpmates PowerBl is the primary tool used for managing all City data and metrics 3, Helpmates Temporary E'niployee/Specialist Review On new City assignments, each flelpniates employee is called on the first and second of their assignment to determine the employees comfort level and job satisfaction • During the course of all assignments, each Helpmates employee is frequently communicated with to continue the job satisfaction quality review process and enhance employee retention + Helpmates uses Great Recruiters to promote talent engagement and continuous Improvement. Great Recruiters send out surveys to our specialists at the start of an assignment regarding onboarding and training, mid assignment and the end of assignment. Helpmates uses Great Recruiters to promote talent engagement and continuous improvement. These surveys help us measure customer experience between our talent and recruiters and help identify opportunities for improvement. On a quarterly basis, we also survey our valued customers for feedback on our responsiveness, knowledge of the job and industry we are recruiting for, quality and transparency. We thank you ahead foryour participation. Weekly, or as often as the City allows, specific performance feedback is requested and documented in the employee file and the City file on Helpmates Bullhorn ATS system Upon receiving specific employee feedback, the Helpmates City Team shares this performance feedback as appropriate Based upon the multiple levels of feedback, the Helpmates City staff develop specific action plans to improve upon aurperformance, thus embodying the Helpmates culture of Continuous improvement raid Exceed Expectations 4. Helpmates Bull -Time Employee Quality Plan The foundation of our Helpmates' comprehensive Quality Plan are our internal employees, which includes the Helpmates City 'learn. The primary tools involved in this plan include: A comprehensive hiring process Mandatory successful completion and bi-annual recertification of the Certified Staffing Professional (CSP) cettification via the American Staffing Association Ongoing professional development and skills enhancement training Periodic employee performance reviews Suggested annual employee professional resume updates to illustrate the many ways our employees have grown and developed Annual employee surveys geared towards specific and candid feedback re: Helpmates, the workplace, benefits and overall employee satisfaction In conclusion, the four (4) comers of ourquality control plan embrace all aspects of our people business. We believe that our comprehensive quality approach is the catalyst for the superior results we are achieving with our clients, employees and Specialists. RFP No. 23-051 Temporary Staffing Services Page 14 of 18 DoruSign Envelope ID: 49380AED-6969-4106-8269.70DB6B62F795 I -low Helpmates Proposes to Address Special Issues or Problems Action Plan for Handling Issues or Problems Associated With Temporary Staffing: Asa provider of services to organizations that deal in potentially urgent or emergency matters, Helpmates has in place the following urgent/emergency action plan: The appropriate City representative will have the personal cell number of an Ifelpmates City Team member, and back up team members as appropriate All Ifelpmates City team members have off -site Helpmates Bullhom mobile access to all City and Specialist data for emergency needs or after hours contact Ifelpmates also has an emergency preparedness plan in case of area/regional issues that require a triage approach for handling urgent/emergency matters In the case of employee workplace issues, each Helpmates staff is a Certified Staffing Professional, and is trained to professionally mitigate and minimize any workplace drama and workplace liability • With the Helpmates extensive quality review process, Including specific proactive performance management, issues will be quickly and professionally resolved and go -forward improvement processes activated and measured Implementation Plan and Timeline Helpuates will have a shortened timeline due to our partnership the past five years. helpmates Implementation process involves working closely with the City in understanding the needs and objectives for the staffing program at this time. Helpmates implementation team consists of Mario Soto,VP of Operations, Oena Moinny, Current City Project Manager and Nancy Martinez, Staffing Coordinator. Helpmates will lead and follow up on timeline with City's team involved using our proven methodology. Kick Off Our team will conduct meetings with HR & Management to introduce our team and .Helpmates. We will then Initiate meetings and understand objectives and discuss together the timeline and the steps to he takers in moving forward. At this time we will work with City on Items such as: Timekeeping system Requirements from the SOW and establish goals to be measured by Transition of employees Change Leadership Plan • Communication and Announcements Needs Assessment with Betlartments Action: Our process of servicing the City can begin immediately with the support from our Branch in Irvine. As teetings are being held and action items are being completed our City Project Manager will work to handle open order requisitions and support management with getting positions filled. Quality Control: Our VP of Operations will handle the QC process on the timeline and the task being completed to ensure we are meeting expectations and follow through on any issues that may occur. The goal is to have a seamless process that does not create disruption in servicing and working together. RFP No. 23-051 Temporary Staffing Services Page 15 of 18 DocuSign Fnvelope ID: 49380AFD-6969.41 D5-8269-70D66B62F795 Cost Proposal This section shall define the detailed pricing for the services. The City is interested in a pricing structure as set forth: 1. Asa mark-up percentage above the hourly pay rate for a particular position. 2. Helpmates understands the temp -to -peen placement fee is not applicable. Our direct hire fee is 180/6of the employees annual first years salary if a temporary worker was hired without a competitive recruitment process. Please see ATTACHMENT G: Cost Proposal Form Helpmates understands and acknowledges the following: The City shall not provide reimbursement fortravel-related expenses, mileage, parking, lodging, meals, incidental fees, insurance, freight/shipping and handling/delivery, and any other business expenses supplies and materials related to providing services as specified herein. Additional costs will not be considered and will not be reimbursed by the City, therefore, such costs must be absorbed in Proposer's cost proposal fee structure. Proposals shall be valid for a minimum of one hundred eighty (180) days following Proposal deadline. The cost for developing the Proposal is the sole responsibility of the Proposer. All Proposals submitted become property of the City. Payment Schedule Helpmates processes electronic invoices on a weekly basis. The invoice will be only for the specific number of hours worked by our employee. A timecard will be sent with the appropriate invoice. Payment Terms Invoices are due upon receipt. RFP No. 23-051 Temporary Staffing Services page 16 of 18 DocuSign Envelope ID: 49380AI D-6969-41 05-8269.70D13613621`795 If. RBFCRJZ C F. With over 45 years of progressive success in the staffing industry, supporting a variety of industries in Southern California, helpmates has a wealth of knowledge and experience in successfully managing the fluctuating needs of our public and private sector clients. The continued satisfaction of our clients is of great importance to us and as a result of our passion for continuous improvement, Helpmates has been recognized for nine (9) consecutive years with the "Best of Staffing" award by Inavero, Inc, We are proud to share our results with the City, as the Inavero survey revealed that our clients are three times as willing to recommend our services to colleagues as compared to the national average for staffing services. Below are references of just a few of our successful staffing partnerships that Helpmates has with requirements similar to those of the City. Please see ATTACHMENT B: References Rf N No. 23-051 Temporary Staffing Services Page 17 of 1.8 DoaiSign Envelope ID: 49380AED-6969-41 D5-8269-70DB6B62F795 CITY OF SANTA ANA A17ACHMGN-C" A PROPOSER'S CERTIFICATION, PROPOSAL PRICING Certification - I certify that I have read, understand and agree to the terms and conditions of this Request for Proposals. I have examined the Scope of Services (Exhibit 1) and am qualified to provide services being requested as specified herein. I understand and agree that I am responsible for reporting any errors, omissions or discrepancies to the City for clarification prior to the submission of my proposal. PROPOSER'S STATEMENT: I have read, understood and agree to the terms and conditions on all Pages of the Request for Proposals. Upon request, I will transfer and deliver goods or services to the City in accordance with said terms and conditions. E OF COMPANY PHONE AND im (bI Erviviz,i!A 1�'w4 BUSINESS ADDRESS Pv)�Ai� V611M PRINTED NAME OF AUTHORIZED AGENT TITLE .- �1IZ�i jlI7ill�z NATURE OF AUTHORIZED AGENT DATE E-MAIL FEDERAL ID NUMBER (IF APPLICABLE) CONTRACTOR LICENSE NUMBER (IFAPPLICABLE) THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL, PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE UocuSign Envelope ID: 49380AEU-6969-47D5-8269.7UUB6B62F795 „1F CITY OF SANTA ANA ATTACHMENT B REFERENCES List and describe fully the contracts performed by your firm which demonstrate your ability to provide the Supplies, equipment or services included in the scope of the proposal specifications. Attach additional pages if required. The City reserves the right to contact each of the references listed for additional information regarding your firm's qualifications. REFERENCE i Customer Name: I-Y^V("- p�10141 W4� Con act Individual: M/,U/I'R_ cuee-4 Address: 151(,900 6( 14d r_ _�UVIUI l Phone Number: _!?141l ` S_6 5"36-0 _Ti7'VJJA� j VA 12.pll� EMAIL: I00tu6I5 cd-I ,;LJ, eoiTi Contract Amount: __ qI oDYear: ��I 2 Description of supplies, equipment, or services provided: 091r.� AkA Iry 9.14'1ak REFERENCE Customer Name: &Kwemj Contact Individual: Alewv ynr tA-o Address: IvC7p /�G'L�t 1 % t�ctl. Phone Number: 2L 5� . "7�`?"� (hwua _ 6A EMAIL: ftlr°.,t(. Cpic <claiautzUy [ rrr Contract Amount: #; �AIIILU>j. 0 it.aaOj'drw.4ear: tW1C*e_ Description of supplies, equipment, or services provided: REFERENCE�i t �i Customer Name: Uk t' t��ln �✓n i '�dtKtact Individual: Address: 6 Q10 W • r Phone Number: t-ti�L�6iC'�l�%� (1iLYJ11 EMAIL:�je�iy5 i.s;. (�tt�act�ly/,c�tsf Contract Amount: 'L"`? 006 /,t nflVed Year: _ ';W)let _�V lr)W? ' _ Description of supplies, equipment, or services provided: �'� it GtC�rZtfv1. C C{lCGtbL t�b'1ICI "A THIS FORM MUST BECOMPLETEDAND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. UocuSign Envelope ID: 49380AEU-6969-41 U5-8269-70DB6B62F795 CITY OF SANTA ARIA ATTACHMENT C PROPOSER'S STATEMENT Proposer understands and agrees that this written RFP (or any part thereof specifically designated and accepted by the City of Santa Ana, hereinafter City) shall constitute the entire agreement between proposer and the City only after it has been accepted by the City Council, endorsed by the Clerk of the Council with her signature and official seal noting hereon the action of approval of the Council, signed by the Executive Director or his duly authorized agent, and signed by the City Attorney, denoting his approval of the form of this document, and its execution, and when it or an exact copy of it has been either delivered to proposer or deposited with the United States Postal Service properly addressed to the proposer with the correct postage affixed thereto. Proposer further agrees that upon delivery (as defined above) of the accepted agreement he/she will furnish City all required bonds and certificate of liability insurance within ten (10) days (excluding Saturdays, Sundays and City's legal holidays), or the funds, check, draft, or proposer's bond substituted in lieu thereof accompanying this proposal shall become the property of the City and shall be considered as payment of damages due to the delay and other causes suffered by City because of the failure to furnish the necessary bonds and because it is distinctly agreed that the proof of damages actually suffered by City is difficult to ascertain; otherwise said funds, check drafts, or proposer's bond substituted in lieu thereof shall be returned to the undersigned. Proposer understands that a proposal is required for the entire work, that the estimated quantities set forth in the RFP schedule are solely for the purpose of comparing proposals, and that final compensation under the contract will be based upon the actual quantities of work satisfactorily completed. All terms contained in the specifications, the certification of nondiscrimination by contractors, and the required insurance certificates are to be incorporated by reference into this agreement and are made specifically as part of this RFP. Firm— 11&10&Wv sli,- i5ero i(ii I.0 Signed and Printed Name: me: T �U W, t lt)egA t&' dl 1 Title F(e—A L� Date THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. _PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. DocuSign Envelope ID: 49380AED-6969-41 D5-8269-79DB6B62F795 1 i CITY OF SANTA ANA ATTACHMENT D NON -COLLUSION AFFIDAVIT (Title 23 United States Code Section 112 and Public Contract Code Section 7106) To the CITY OF SANTA ANA In accordance with Title 23 United States Code Section 112 and Public Contract Code 7106 the proposer declares that the proposal is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the proposal is genuine and not collusive or sham; that the proposer has not directly or indirectly induced or solicited any other proposer to put in a false or sham proposal, and has not directly or indirectly colluded, conspired, connived or agreed with any proposer or anyone else to put in a sham proposal, or that anyone shall refrain from bidding; that the proposer has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the proposal price of the proposer or any proposer, or to fix any overhead, profit, or cost element of the proposal price, or of that of any other proposer, or to secure any advantage against the public body awarding the contract of anyone interested in the proposed contract; that all statements contained in the proposal are true; and, further, that the proposer has not, directly or indirectly, submitted his or her proposal price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, or paid, and will not pay, any fee to any corporation, partnership, company association, organization, bid depository, or to any member or agent thereof to effectuate a collusive or sham proposal. Note: The above non -collusion affidavit is part of the proposal. Signing this proposal on the signature portion thereof shall also constitute signature of this non -collusion affidavit. Proposers are cautioned that making a false certification may subject the certifier to criminal prosecution. State of County of Aibscribed and sworn to (or affirmed) before me on this day of��_, 20�, by gale.�tQ1l—���.__.__.., proved to me on the basis of satisfactory ev Bence to be the person(s) who appeared before me. to tint tz} nehlic or atf€tar Qftia r uangtl�httt+ �? ' r ! i` � � `- - %> tJ'npC�rttfirofnverifiesool}d �idrtuit altfri 11 arwrvidw)l who r•igmd (lie document to ieftit h situ certificate isattachsd,and no srt 1 f) arcueary, arvaildiay of dial dow lcto .: ,.w.r. Nc�36 Ptlic Ignature Notary Public Seal THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. Docu&gn Envelope ID: 49380AED-6969-4l D5-8269-7OD86a62F795 CITY OF SANTA ANA ATTACHMENT E NON -LOBBYING CERTIFICATION The prospective participant certifies, by signing and submitting this bid or proposal, to the best of his or her knowledge and belief, that: (1) No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement. (2) If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer, or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard Form-LLL, "Disclosure of lobbying Activities," in conformance with its instructions. This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by Section 1352, Title 31, U.S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. The prospective participant also agrees by submitting his or her bid or proposal that he or she shall require that the language of this certification be included in all lower tier subcontracts, which exceed $100,000 and that all such subrecipients shall certify and disclose accordingly. Signed: _°01 V nk✓ Title: ?Wknk Firm: (44e yo,ks shklt_tft(T��I�I((GGSi Date: 41 / g 12 ) THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. DocuSign Envelope ID: 49380AED-6969-411)5-8269-70DB6B62F7955 CITY OF SAN A ANA ATTACHMENT F NON-DISCRIMINATION CERTIFICATION The undersigned consultant or corporate officer, during the performance of this contract, certifies as follows: The Consultant shall not discriminate against any employee or applicant for employment because of race, color, religion, sex, or national origin. The Consultant shall take affirmative action to ensure that applicants are employed, and that employees are treated during employment without, regard to their race, color, religion, sex, or national origin. Such action shall include, but not be limited to, the following: employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. The Consultant agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination clause. 2. The Consultant shall, in all solicitations or advertisements for employees placed by or on behalf of the Consultant, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin. 3. The Consultant shall send to each labor union or representative of workers with which he/she has a collective bargaining agreement or other contract or understanding, a notice to be provided advising the said labor union or workers` representatives of the Consultant's commitments under this section, and shall post copies of the notice in conspicuous places available to employees and applicants for employment. 4. The Consultant shall comply with all provisions of Executive Order 11246 of September 24, 1965, and of the rules, regulations, and relevant orders of the Secretary of Labor. 5. The Consultant shall furnish all information and reports required by Executive Order 11246 of September 24, 1965, and by rules, regulations, and orders of the Secretary of Labor, or pursuant thereto, and will permit access to his/her books, records, and accounts by the administering agency and the Secretary of Labor for purposes of investigation, to ascertain compliance with such rules, regulations, and orders. In the event of the Consultant's non-compliance with the nondiscrimination clauses of this contract or with any of the said rules, regulations, or orders, the contract may be canceled, terminated, or suspended in whole or in part and the Consultant may be declared ineligible for further Government contracts or federally assisted construction contracts in accordance with procedures authorized in Execution Order 11246 of September 24, 1965, and such other sanctions may be imposed and remedies invoked as provided in Executive Order 11246 of September 24, 1965, or by rule, regulations, or order of the Secretary of Labor, or as otherwise provided by law. 2. The Consultant shall include the portion of the sentence immediately preceding paragraph (1) and the provisions of paragraphs (1) through (7) in every subcontract or purchase order unless exempted by rules, regulations, or orders of the Secretary of Labor issued pursuant to Section 204 of Executive Order 11246 of September 24, 1965, so that such provisions will be binding upon each subcontract DocuSign Envelope ID: 49380AED-6969-41 D5.8269.70DB6662F795 0XI CITY OFSANTA ANA or purchase order as the administering agency may direct as means of enforcing such provisions, including sanctions for noncompliance; provided, however, that in the event the Consultant becomes involved in, or is threatened with, litigation with a subconsultant or vendor as a result of such direction by the administering agency, the Consultant may request that the United States enter into such litigation to protect the interests of the United States, 8. Pursuant to California Labor Code Section 1735, as added by Chapter 643 Slats. 1939, and as amended, no discrimination shall be made in the employment of persons upon public works because of race, religious creed, color, national origin, ancestry, physical handicaps, mental condition, marital status, or sex of such persons, except as provided in Section 1420, and any consultant of public works violating this Section is subject to all the penalties imposed for a violation of the Chapter. Signed: ��a�t tti.v✓ W. Title: Firm: 4pbgryf�� S it l/IPi Date:) THIS FORM MUST BE COMPUTED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. Docusign Envelope ID: 49380AED•6969.41 P5-8269.79P86662F795 EXHIBIT C COMPENSATION Consultant's Fee Proposal including hourly rates if applicable DocuSign Envelope ID: 49380AED-6969-41 D5-8269-70066B62F7^955 g• OF S q N g n N A ATTACHMENT G COST PROPOSAL FORM FOR EVALUATION PURPOSES, THE FOLLOWING PROPOSAL PRICING MUST BE BASED ON THE CITY'S ASSUMED 9/80 WORK SCHEDULE AND DETAILED CRITERIA AS SPECIFIED HEREIN. ALL RATES PROPOSED MUST BE INCLUSIVE OF ALL APPLICABLE TAXES, LABOR, BUSINESS EXPENSES, ETC. ADD AS MANY ADDITIONAL ROW(S) FOR ADDITIONAL CLASSIFICATIONS) FOR CONSIDERATION FOR INCLUSION IN YOUR RESPONSE, AS STATED IN SECTION C. SERVICE CATEGORIES, SUBSECTION 5. /° $ V — 0 % Accounting Assistant 7�I ? r q ` r Legal Secretary $ Lp " $ l/.7o $ i el`ltl fir 1 % $ &"' Office Spoaialist qq / ,✓� % j// � �Q _ Paralegal $ $ $ ��� o 3q % 9 $ 7 ' /9?,? % Receptionist _ Secretary $ Zr2 $_` _2 $`'" S"7 % $r_ t0 �� % Provide markup percentage rate agency will utilize to negotiate prices for positions not listed above. OTHER TECHNICAL AND F IN ALPHABETICAL ORDER. CLASSIFICATIONS Temp -to -perm placement fee is not applicable for temporary workers that are hired by the City through the competilitve ,ecruitment process, regardless of introduction or assignment by Contractor, direct hire placement is only applicable 'or direct hire placement requests or if a temporary worker was hired without a competitive recruitment process. please UocuSign Envelope IL) 49380AED-6969-41 D5-8269-70OB6862P795 ' CITY OF SANTA ANA explain briefly in detail your policy and pricing on the hiring of your temporary workers. Attach additional pages if THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. DocuSign Envelope ID: 49380ALD-6969-41 D5-8269-70DB6862F795 a w W N N Ho, Josephine From: City of Santa Ana <certificate-request@ctrax.jdidata.com> Sent: Wednesday, May 24, 2023 4:08 PM To: HR Admin Subject: Internal Notice of Compliance Categories: Josephine NOTICE OF COMPLIANCE CITY STAFF: PRINT TH Is PAGE AND INCLUDE WITH AGREEMENT TO THE CLERK OF THE COUNCIL Contractor Alliance Industrial Solutions, LLC Name: Project A-2018-148-01 Number: Project Extension of Temporary Staffing Services Agreement No. A-2018-148 Name: The Certificate of Insurance (COI) submitted indicates that the coverages are in compliance with the insurance requirements. No further action is required at this time. The compliant coverage(s) are: TYPE OF INSURANCE POLICY NUMBER EXPIRATION COI DATE FILE NAME DATE City of Santa AUTOMOBILE LIABILITY PHPK2516206 02/13/2024 02/10/2023 Ana #19335394.pdf City of Santa GENERAL LIABILITY PHPK2516206 02/13/2024 02/10/2023 Ana #19335394.pdf City of Santa PROFLIABILITY/E&O PHPK2516206 02/13/2024 02/10/2023 Ana #19335394.pdf WORKERS COMPENSATION AND EMPLOYERS' Helpmates -City WCWFTS000192301 05/10/2024 05/08/2023 of Santa Ana LIABILITY #19335394.pdf Thank you, NOTICE OF COMPLIANCE CITY W Y "A';CCC. I1111RI C T' I'III:I Pi 1111AGE AND INCLUDE Ck IT111 1AGREEMENTTOT111I➢C CLERK CSC 1111IE COUNCIL Contractor Alliance Solutions Group DBA Helpmates Staffing Services Name: Project A-2023-122-03 Number: Project For On -Call Temporary Staffing Services Name: The Certificate of Insurance (COI) submitted indicates that the coverages comply with the insurance requirements. The compliant coverage(s) are: TYPE OF INSURANCE POLICY NUMBER EXPIRATION COI FILE DATE DATE NAME AUTOMOBILE LIABILITY PHPK2655529 02/13/2025 02/13/2024 : COLpdf GENERAL LIABILITY PHPK2655529 02/13/2025 02/13/2024 : COLpdf PROF LIABILITY/E&O PHPK2655529 02/13/2025 02/13/2024 : COLpdf WORKERS COMPENSATION AND WCWFTS000192301 : 05/10/2024 02/13/2024 : COLpdf EMPLOYERS' LIABILITY No further action is required at this time. Thank you, City of Santa Ana Risk Management Division in partnership with CTrax Plus Services Team 2/15/2024 11:10 AM ACOR" CERTIFICATE OF LIABILITY INSURANCE Ill 5/10/2025 DATE(MMIDDIYYYY) 1 2/12/2025 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER LocktOn Companies, LLC CONCT NAME 444 W. 47th St., Ste. 900 Kansas City MO 64112-1906 (816) 960-9000 PHONE FAX Ext : A/C, No MAIo ADDRESS: kcasuCajockton.com INSURER(S) AFFORDING COVERAGE NAIC # INSURER A:Philadelphia Indemnity Insurance Co. 18058 INSURED Alliance Solutions Group, LLC DBA: 1512529 Helpmates Staffing Services, LLC INSURER B : Work First Casualty Company 31232 INSURER C : INSURER D : 1200 Main Street Suite A Irvine CA 92614 INSURER E INSURER F : COVERAGES CERTIFICATE NUMBER: 19335194 REVISION NUMBER: XXXXXXX THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE ADDL INSD SUBR WVD POLICY NUMBER POLICY EFF MM/DDIYYYY POLICY EXP MM/DD/YYYY LIMITS A X COMMERCIAL GENERAL LIABILITY Y Y PHPK2655529-006 2/13/2025 2/13/2026 EACH OCCURRENCE $ 1,000,000 CLAIMS -MADE � OCCUR DAMAGE PREM SESOEa olccurrDence $ 1,000,000 MED EXP (Any one person) $ 20,000 PERSONAL & ADV INJURY $ 1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER : GENERAL AGGREGATE $ 3000000 POLICY JE� LOC PRODUCTS - COMP/OP AGG $ 3,000,000 $ OTHER: A AUTOMOBILE LIABILITY Y y PHPK2655529-006 2/13/2025 2/13/2026 COMBINED SINGLE LIMIT Ea accident $ 1,000,000 BODILY INJURY (Per person) $ XXXXXXX ANY AUTO OWNED SCHEDULED AUTOS ONLY AUTOS X BODILY INJURY (Per accident) $ XXXXXXX X PROPERTY DAMAGE Per accident $ XXXXXXX HIRED X NON -OWNED AUTOS ONLY AUTOS ONLY $XXXXXXX A X UMBRELLA LIAB X OCCUR N N PHUB900633-006 2/13/2025 2/13/2026 EACH OCCURRENCE $ 10,000,000 AGGREGATE $ 10,000,000 EXCESS LIAB CLAIMS -MADE DED X RETENTION $ $ XXXXXXX B WORKERS COMPENSATION AND EMPLOYERS' LIABILITY YIN ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? FN (Mandatory in NH) N / A N WC-WF-TS-0001923-02 5/10/2024 5/10/2025 PER OTH- X STATUTE ER E.L. EACH ACCIDENT $ 1000 000 E.L. DISEASE - EA EMPLOYEE $ 1,000,000 If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT $ 1,000,000 A PROF L1AB1L1TY/E&O N N PHPK2655529-006 2/13/2025 2/13/2026 L1M/AGG/RET: $IM/$3M/$25K A CRIME PHPK2655529-006. 2/13/2025 2/13/2026 LIM/DEDUCTIBLE: $5M/$25K DESCRIPTION OF OPERATIONS / LOCATIONS I VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) THE CITY OF SANTA ANA, ITS OFFICRS, OFFICIALS, EMPLOYEES, AND VOLUNTEERS ARE INCLUDED AS ADDITONIAL INSURED AS RESPECTS THE GENERAL LIABILTY POLICY WHICH IS PRIMARY COVERAGE TO THE ADDITIONAL INSURED AND OTHER AVAILABLE INSURANCE WILL BE NONCONTRIBUTORY WHERE REQUIRED BY WRITTEN CONTRACT Dlgically Tu Tran t,g e n,r .".E N 9 YUyAPPROVED a4 n 836CIO T Tra as ao p Nguyen at 12:29 pm, Mar 04, 2025 CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE 19335 39 394 THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN CITY SANTA ANA ACCORDANCE WITH THE POLICY PROVISIONS. RISK MANAGEMENT DIVISION AUTHORIZED REPRIESENTATIV 20 CIVIC CENTER PLAZA - M24 SANTA ANA CA 92702" v a ACORD 25 (2016/03) © 1988'1L1015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD POLICY NUMBER: PHPK2655529-006 COMMERCIAL AUTO CA04440310 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. WAIVER OF TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO US (WAIVER OF SUBROGATION) This endorsement modifies insurance provided under the following: BUSINESS AUTO COVERAGE FORM BUSINESS AUTO PHYSICAL DAMAGE COVERAGE FORM GARAGE COVERAGE FORM MOTOR CARRIER COVERAGE FORM TRUCKERS COVERAGE FORM With respect to coverage provided by this endorsement, the provisions of the Coverage Form apply unless modi- fied by the endorsement. This endorsement changes the policy effective on the inception date of the policy unless another date is indicated below. Named Insured: Alliance Solutions Group, LLC Endorsement Effective Date: 02/13/2025 SCHEDULE Name(s) Of Person(s) Or Organ ization(s): Any person or organization who you are required to add by written contract which is executed prior to the occurrence of a loss to waive your rights of recovery, except for a loss resulting from the sole negligence from that person or organization. Information required to complete this Schedule, if not shown above, will be shown in the Declarations. The Transfer Of Rights Of Recovery Against Oth- ers To Us Condition does not apply to the person(s) or organization(s) shown in the Schedule, but only to the extent that subrogation is waived prior to the "ac- cident" or the 'loss" under a contract with that person or organization. CA 04 44 03 10 © Insurance Services Office, Inc., 2009 Page 1 of 1 POLICY NUMBER: PHPK2655529-006 COMMERCIAL GENERAL LIABILITY CG 24 04 05 09 WAIVER OF TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO US This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART SCHEDULE Name Of Person Or Organization: Any person or organization who you are required to add by written contract which is executed prior to the occurrence of a loss to waive your rights of recovery, except for a loss resulting from the sole negligence from that person or organization. Information required to complete this Schedule, if not shown above, will be shown in the Declarations. The following is added to Paragraph 8. Transfer Of Rights Of Recovery Against Others To Us of Section IV — Conditions: We waive any right of recovery we may have against the person or organization shown in the Schedule above because of payments we make for injury or damage arising out of your ongoing operations or "your work" done under a contract with that person or organization and included in the "products - completed operations hazard". This waiver applies only to the person or organization shown in the Schedule above. CG 24 04 05 09 © Insurance Services Office, Inc., 2008 Page 1 of 1 POLICY NUMBER: PHPK2655529-006 COMMERCIAL GENERAL LIABILITY CG 20 26 04 13 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - DESIGNATED PERSON OR ORGANIZATION This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART Name Of Additional Insured Person(s) Or Organization(s): Any person or organization where required by a written contract executed prior to the occurrence of a loss. Such person or organization is an additional Insured for `bodily injury", "property damage" or "personal and advertising injury" but only for liability arising out of the negligence of the Named Insured. Information required to complete this Schedule, if not shown above, will be shown in the Declarations. A. Section II — Who Is An Insured is amended to include as an additional insured the person(s) or organization(s) shown in the Schedule, but only with respect to liability for "bodily injury", "property damage" or "personal and advertising injury" caused, in whole or in part, by your acts or omissions or the acts or omissions of those acting on your behalf: 1. In the performance of your ongoing operations; or 2. In connection with your premises owned by or rented to you. However: 1. The insurance afforded to such additional insured only applies to the extent permitted by law; and 2. If coverage provided to the additional insured is required by a contract or agreement, the insurance afforded to such additional insured will not be broader than that which you are required by the contract or agreement to provide for such additional insured. B. With respect to the insurance afforded to these additional insureds, the following is added to Section III — Limits Of Insurance: If coverage provided to the additional insured is required by a contract or agreement, the most we will pay on behalf of the additional insured is the amount of insurance: 1. Required by the contract or agreement; or 2. Available under the applicable Limits of Insurance shown in the Declarations; whichever is less. This endorsement shall not increase the applicable Limits of Insurance shown in the Declarations. CG 20 26 04 13 © Insurance Services Office, Inc., 2012 Page 1 of 1 PI-TS-013 (05/12) THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. BLANKET ADDITIONAL INSURED ENDORSEMENT (Including Waiver of Subrogation) This endorsement modifies and is subject to the insurance provided under the following: STAFFING SERVICE PROFESSIONAL LIABILITY COVERAGE FORM STAFFING SERVICE PROFESSIONAL LIABILITY COVERAGE FORM CLAIMS MADE COVERAGE FORM A. The following is added to SECTION II — WHO IS AN INSURED: Any person or organization where required by contract executed prior to a loss is an insured, but only with respect to that person's or organization's liability for "damages" arising out of a "wrongful act" during the rendering of "staffing services". B. Paragraph I. in SECTION IV. CONDITIONS is deleted in its entirety and replaced with the following: Transfer of Rights of Recovery Against Others To Us If the insured has rights to recover all or part of any payment we have made under this Coverage Part, 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. The insured can waive the insurer's rights of recovery prior to the occurrence of a loss, provided the waiver is made in a contract. ©2012 Philadelphia Indemnity Insurance Company Page 1 of 1 WORKERS COMPENSATION AND EMPLOYERS LIABILITY INSURANCE POLICY WC 00 03 13 1st Reprint Effective April 1, 1984 Adviso WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT This endorsement changes the policy to which it is attached and is effective on the date issued unless otherwise stated. We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) This agreement shall not operate directly or indirectly to benefit anyone not named in the Schedule. Schedule Blanket Waiver — Any person or organization to whom you become obligated to waive your rights of recovery against, Under any contract or agreement you enter into prior to the occurrence of loss. (The information below is required only when this endorsement is issued subsequent to preparation of the policy.) Effective:05/10/2024 Policy No.: WC-WF-TS-0001923-02 Endorsement No.:0000 Insured:Helpmates Staffing Services, LLC Premium: Work First Casualty Company Countersigned By © 1983 National Council on Compensation Insurance. ACOR" CERTIFICATE OF LIABILITY INSURANCE Ill 5/I0/2025 DATE (MM/DD/YYYY) 1 2/12/2025 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER LOckton Companies, LLC CONCT NAME 444 W. 47th St., Ste. 900 Kansas City MO 64112-1906 (816) 960-9000 PHONE FAX Ext ' A/C, No MAIo ADDRESS: kcasuGlockton.com INSURER(S) AFFORDING COVERAGE NAIC # INSURER A:Philadelphia Indemnity insurance Co. 18058 INSURED Alliance Solutions Group, LLC DBA: 1512529 Helpmates Staffing Services, LLC INSURER B : Work First Casualty Company 31232 INSURER C : INSURER D : 1200 Main Street Suite A Irvine CA 92614 INSURER E INSURER F : COVERAGES CERTIFICATE NUMBER: 19115194 REVISION NUMBER: XXXXXXX THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE ADDL INSD SUBR WVD POLICY NUMBER POLICY EFF MM/DD/YYYY POLICY EXP MMIDD/YYYY LIMITS A X COMMERCIAL GENERAL LIABILITY Y Y PHPK2655529-006 2/13/2025 2/13/2026 EACH OCCURRENCE $ 1,000,000 CLAIMS -MADE � OCCUR DAMAGE PR EM SESOEa oNcurrOence $ 1,000,000 MED EXP (Any one person) $ 20,000 PERSONAL & ADV INJURY $ 1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER : GENERAL AGGREGATE $ 3000000 POLICY JE� LOC PRODUCTS - COMP/OP AGG $ 3,000,000 $ OTHER: A AUTOMOBILE LIABILITY Y Y PHPK2655529-006 2/13/2025 2/13/2026 COMBINED SINGLE LIMIT Ea accident $ 1,000,000 BODILY INJURY (Per person) $ XXXXXXX ANY AUTO OWNED SCHEDULED AUTOS ONLY AUTOS X BODILY INJURY (Per accident) $ XXXXXXX X PROPERTY DAMAGE Per accident $ XXXXXXX HIRED X NON -OWNED AUTOS ONLY AUTOS ONLY $XXXXXXX A X UMBRELLA LIAB X OCCUR N N PHUB900633-006 2/13/2025 2/13/2026 EACH OCCURRENCE $ 10,000,000 AGGREGATE $ 10,000,000 EXCESS LIAB CLAIMS -MADE DED X RETENTION $ $ XXXXXXX B WORKERS COMPENSATION AND EMPLOYERS' LIABILITY YIN ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? N (Mandatory in NH) N I A N WC-WF-TS-0001923-02 5/10/2024 5/10/2025 PER OTH- X STATUTE ER E.L. EACH ACCIDENT $ 1,000,000 E.L. DISEASE - EA EMPLOYEE $ 1,000,000 If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT $ 1,000,000 A PROF L1AB1L1TY/E&O N N PHPK2655529-006 2/13/2025 2/13/2026 L1M/AGG/RET: $1M/$3M/$25K A CRIME PHPK2655529-006. 2/13/2025 2/13/2026 LIM/DEDUCTIBLE: $5M/$25K DESCRIPTION OF OPERATIONS / LOCATIONS I VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) THE CITY OF SANTA ANA, ITS OFFICRS, OFFICIALS, EMPLOYEES, AND VOLUNTEERS ARE INCLUDED AS ADDITONIAL INSURED AS RESPECTS THE GENERAL LIABILTY POLICY WHICH IS PRIMARY COVERAGE TO THE ADDITIONAL INSURED AND OTHER AVAILABLE INSURANCE WILL BE NONCONTRIBUTORY WHERE REQUIRED BY WRITTEN CONTRACT r`iw" Tu Tra n ed n,r APPROVED Y,g N9 u e o gwe aa n-,RID6By Tu Tree Nguyen at 12.21 pm, Mar 04, 2025 CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE 19335 39 394 THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN CITY SANTA ANA ACCORDANCE WITH THE POLICY PROVISIONS. RISK MANAGEMENT DIVISION AUTHORIZED REPRIESENTATIV 20 CIVIC CENTER PLAZA - M24 SANTA ANA CA 92702" v a ACORD 25 (2016/03) G 1988'1L1015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD POLICY NUMBER: PHPK2655529-006 COMMERCIAL AUTO CA 04 44 03 10 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. WAIVER OF TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO US (WAIVER OF SUBROGATION) This endorsement modifies insurance provided under the following: BUSINESS AUTO COVERAGE FORM BUSINESS AUTO PHYSICAL DAMAGE COVERAGE FORM GARAGE COVERAGE FORM MOTOR CARRIER COVERAGE FORM TRUCKERS COVERAGE FORM With respect to coverage provided by this endorsement, the provisions of the Coverage Form apply unless modi- fied by the endorsement. This endorsement changes the policy effective on the inception date of the policy unless another date is indicated below. Named Insured: Alliance Solutions Group, LLC Endorsement Effective Date: 02/13/2025 SCHEDULE Name(s) Of Person(s) Or Organization(s): Any person or organization who you are required to add by written contract which is executed prior to the occurrence of a loss to waive your rights of recovery, except for a loss resulting from the sole negligence from that person or organization. Information required to complete this Schedule, if not shown above, will be shown in the Declarations. The Transfer Of Rights Of Recovery Against Oth- ers To Us Condition does not apply to the person(s) or organization(s) shown in the Schedule, but only to the extent that subrogation is waived prior to the "ac- cident" or the 'loss" under a contract with that person or organization. CA 04 44 03 10 © Insurance Services Office, Inc., 2009 Page 1 of 1 POLICY NUMBER: PHPK2655529-006 COMMERCIAL GENERAL LIABILITY CG 24 04 05 09 WAIVER OF TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO US This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART SCHEDULE Name Of Person Or Organization: Any person or organization who you are required to add by written contract which is executed prior to the occurrence of a loss to waive your rights of recovery, except for a loss resulting from the sole negligence from that person or organization. Information required to complete this Schedule, if not shown above, will be shown in the Declarations. The following is added to Paragraph 8. Transfer Of Rights Of Recovery Against Others To Us of Section IV — Conditions: We waive any right of recovery we may have against the person or organization shown in the Schedule above because of payments we make for injury or damage arising out of your ongoing operations or "your work" done under a contract with that person or organization and included in the "products - completed operations hazard". This waiver applies only to the person or organization shown in the Schedule above. CG 24 04 05 09 © Insurance Services Office, Inc., 2008 Page 1 of 1 POLICY NUMBER: PHPK2655529-006 COMMERCIAL GENERAL LIABILITY CG 20 26 04 13 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - DESIGNATED PERSON OR ORGANIZATION This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART Name Of Additional Insured Person(s) Or Organization(s): Any person or organization where required by a written contract executed prior to the occurrence of a loss. Such person or organization is an additional Insured for `bodily injury", "property damage" or "personal and advertising injury" but only for liability arising out of the negligence of the Named Insured. Information required to complete this Schedule, if not shown above, will be shown in the Declarations. A. Section II — Who Is An Insured is amended to include as an additional insured the person(s) or organization(s) shown in the Schedule, but only with respect to liability for "bodily injury", "property damage" or "personal and advertising injury" caused, in whole or in part, by your acts or omissions or the acts or omissions of those acting on your behalf: 1. In the performance of your ongoing operations; or 2. In connection with your premises owned by or rented to you. However: 1. The insurance afforded to such additional insured only applies to the extent permitted by law; and 2. If coverage provided to the additional insured is required by a contract or agreement, the insurance afforded to such additional insured will not be broader than that which you are required by the contract or agreement to provide for such additional insured. B. With respect to the insurance afforded to these additional insureds, the following is added to Section III — Limits Of Insurance: If coverage provided to the additional insured is required by a contract or agreement, the most we will pay on behalf of the additional insured is the amount of insurance: 1. Required by the contract or agreement; or 2. Available under the applicable Limits of Insurance shown in the Declarations; whichever is less. This endorsement shall not increase the applicable Limits of Insurance shown in the Declarations. CG 20 26 04 13 © Insurance Services Office, Inc., 2012 Page 1 of 1 PI-TS-013 (05/12) THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. BLANKET ADDITIONAL INSURED ENDORSEMENT (Including Waiver of Subrogation) This endorsement modifies and is subject to the insurance provided under the following: STAFFING SERVICE PROFESSIONAL LIABILITY COVERAGE FORM STAFFING SERVICE PROFESSIONAL LIABILITY COVERAGE FORM CLAIMS MADE COVERAGE FORM A. The following is added to SECTION II — WHO IS AN INSURED: Any person or organization where required by contract executed prior to a loss is an insured, but only with respect to that person's or organization's liability for "damages" arising out of a "wrongful act" during the rendering of "staffing services". B. Paragraph I. in SECTION IV. CONDITIONS is deleted in its entirety and replaced with the following: Transfer of Rights of Recovery Against Others To Us If the insured has rights to recover all or part of any payment we have made under this Coverage Part, 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. The insured can waive the insurer's rights of recovery prior to the occurrence of a loss, provided the waiver is made in a contract. ©2012 Philadelphia Indemnity Insurance Company Page 1 of 1 WORKERS COMPENSATION AND EMPLOYERS LIABILITY INSURANCE POLICY WC 00 03 13 1st Reprint Effective April 1, 1984 Adviso WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT This endorsement changes the policy to which it is attached and is effective on the date issued unless otherwise stated. We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) This agreement shall not operate directly or indirectly to benefit anyone not named in the Schedule. Schedule Blanket Waiver — Any person or organization to whom you become obligated to waive your rights of recovery against, Under any contract or agreement you enter into prior to the occurrence of loss. (The information below is required only when this endorsement is issued subsequent to preparation of the policy.) Effective:05/10/2024 Policy No.: WC-WF-TS-0001923-02 Endorsement No.:0000 Insured:Helpmates Staffing Services, LLC Premium: Work First Casualty Company Countersigned By © 1983 National Council on Compensation Insurance. ACOR" CERTIFICATE OF LIABILITY INSURANCE 5/10/2026 DATE(MMIDDIYYYY) 2/6/2026 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER Lockton Companies, LLC CONTACT NAME: DBA Lockton Insurance Brokers, LLC in CA CA license #OF15767 444 W. 47th St., Ste. 900 PHONE FAX (A/C,No Ext : A/C, No E-MAIL ADDRESS: Kansas City MO 641 12-1906 INSURER(S) AFFORDING COVERAGE NAIC # INSURER A: Philadelphia Tridemnity 1nsArance CO. 18058 (816) 960-9000 kcasu@lockton.com INSURED Alliance Solutions Group, LLC DBA: 1512529 Helpmates Stalling Services, LLC INSURER B : Work First Casualty Company 3 1 232 INSURER C : INSURER D 1200 Main Street Suite A Irvine CA 92614 INSURER E INSURER F : COVERAGES CERTIFICATE NUMBER: 19335394 REVISION NUMBER: XXXXXXX THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE ADDL INSD SUBR WVD POLICY NUMBER POLICY EFF MM/DDIYYW POLICY EXP W MMIDD/YY LIMITS A X COMMERCIAL GENERAL LIABILITY Y Y PTTPK2655529-007 2/13/2026 2/13/2027 EACH OCCURRENCE $ 1,000,000 CLAIMS -MADE 1XI OCCUR DAMAGE TO RENTED PREMISES Ea occurrence $ 100,000 MED EXP (Any one person) $ 5,000 PERSONAL & ADV INJURY $ 1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 3,000,000 ❑PRO JECT ❑ LOC �POLICY PRODUCTS - COMP/OP AGG $ 3,000,000 $ OTHER: A AUTOMOBILE LIABILITY Y y PHPK2655529-007 2/13/2026 2/13/2027 COMBINED SINGLE LIMIT Ea accident $ 1,000,000 BODILY INJURY (Per person) $ XXXXXXX ANY AUTO OWNED SCHEDULED AUTOS ONLY AUTOS X BODILY INJURY (Per accident) $ XXXXXXX X PROPEaccRTY DAMAGE Per ident $ XXXXXXX HIRED X NON -OWNED AUTOS ONLY AUTOS ONLY $ XXXXXXX A X UMBRELLA LIAB X OCCUR N N PHUB900633-007 2/13/2026 2/13/2027 EACH OCCURRENCE $ 10,000,000 AGGREGATE $ 10,000,000 EXCESS LIAB CLAIMS -MADE DED I X I RETENTION $ $ XXXXXXX B WORKERS COMPENSATION AND EMPLOYERS' LIABILITY YIN ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? N (Mandatory in NH) N I A N WC-WF-TS-0001923-03 5/10/2025 5/10/2026 PER OTH- X STATUTE ER E.L. EACH ACCIDENT $ 1,000,000 E.L. DISEASE - EA EMPLOYEE $ 1,000,000 If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT $ 1,000,000 A PROF LIABILITY/E&O N N PHPK2655529-007 2/13/2026 2/13/2027 LIM/AGG/RET: $lM/$3M/$25K A CRIME PHPK2655529-007. 2/13/2026 2/13/2027 LTM/DEDUCTTBLE: $5M/$50K DESCRIPTION OF OPERATIONS / LOCATIONS I VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) THE CITY OF SANTA ANA, ITS OFFICRS, OFFICIALS, EMPLOYEES, AND VOLUNTEERS ARE INCLUDED AS ADDITONIAL INSURED AS RESPECTS THE GENERAL LIABILTY POLICY WHICH IS PRIMARY COVERAGE TO THE ADDITIONAL INSURED AND OTHER AVAILABLE INSURANCE WILL BE NONCONTRIBUTORY WHERE REQUIRED BY WRITTEN CONTRACT APPROVED By Tu Tran Nguyen at 9:05 am, Mar 10, 2026 CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE 39 19335394 THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN CITY SANTA ANA ACCORDANCE WITH THE POLICY PROVISIONS. ATTN: HUMAN RESOURCES DEPARTMENT 20 C1VIC CENTER PLAZA AUTHORIZED REPRIESENTATIVrFr SANTA ANA CA 92701 / ` t ACORD 25 (2016/03) CI 1988LL 015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD POLICY NUMBER: PHPK2655529-007 COMMERCIAL GENERAL LIABILITY CG 20 26 04 13 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - DESIGNATED PERSON OR ORGANIZATION This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART Name Of Additional Insured Person(s) Or Organization(s): Any person or organization where required by a written contract executed prior to the occurrence of a loss. Such person or organization is an additional Insured for `bodily injury", "property damage" or "personal and advertising injury" but only for liability arising out of the negligence of the Named Insured. Information required to complete this Schedule, if not shown above, will be shown in the Declarations. A. Section II — Who Is An Insured is amended to include as an additional insured the person(s) or organization(s) shown in the Schedule, but only with respect to liability for "bodily injury", "property damage" or "personal and advertising injury" caused, in whole or in part, by your acts or omissions or the acts or omissions of those acting on your behalf: 1. In the performance of your ongoing operations; or 2. In connection with your premises owned by or rented to you. However: 1. The insurance afforded to such additional insured only applies to the extent permitted by law; and 2. If coverage provided to the additional insured is required by a contract or agreement, the insurance afforded to such additional insured will not be broader than that which you are required by the contract or agreement to provide for such additional insured. B. With respect to the insurance afforded to these additional insureds, the following is added to Section III — Limits Of Insurance: If coverage provided to the additional insured is required by a contract or agreement, the most we will pay on behalf of the additional insured is the amount of insurance: 1. Required by the contract or agreement; or 2. Available under the applicable Limits of Insurance shown in the Declarations; whichever is less. This endorsement shall not increase the applicable Limits of Insurance shown in the Declarations. CG 20 26 04 13 © Insurance Services Office, Inc., 2012 Page 1 of 1 POLICY NUMBER: PHPK2655529-007 COMMERCIAL AUTO CA 04 44 03 10 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. WAIVER OF TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO US (WAIVER OF SUBROGATION) This endorsement modifies insurance provided under the following: BUSINESS AUTO COVERAGE FORM BUSINESS AUTO PHYSICAL DAMAGE COVERAGE FORM GARAGE COVERAGE FORM MOTOR CARRIER COVERAGE FORM TRUCKERS COVERAGE FORM With respect to coverage provided by this endorsement, the provisions of the Coverage Form apply unless modi- fied by the endorsement. This endorsement changes the policy effective on the inception date of the policy unless another date is indicated below. Named Insured: Alliance solutions Group, LLC Endorsement Effective Date: 02/13/2026 SCHEDULE Name(s) Of Person(s) Or Organization(s): Any person or organization who you are required to add by written contract which is executed prior to the occurrence of a loss to waive your rights of recovery, except for a loss resulting from the sole negligence from that person or organization. Information required to complete this Schedule, if not shown above, will be shown in the Declarations. The Transfer Of Rights Of Recovery Against Oth- ers To Us Condition does not apply to the person(s) or organization(s) shown in the Schedule, but only to the extent that subrogation is waived prior to the "ac- cident" or the "loss" under a contract with that person or organization. CA 04 44 03 10 © Insurance Services Office, Inc., 2009 Page 1 of 1 WORKERS COMPENSATION AND EMPLOYERS LIABILITY INSURANCE POLICY WC 00 03 13 1st Reprint Effective April 1, 1984 Advisory WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT This endorsement changes the policy to which it is attached and is effective on the date issued unless otherwise stated. We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) This agreement shall not operate directly or indirectly to benefit anyone not named in the Schedule. Schedule Blanket Waiver — Any person or organization to whom you become obligated to waive your rights of recovery against, Under any contract or agreement you enter into prior to the occurrence of loss. (The information below is required only when this endorsement is issued subsequent to preparation of the policy.) Effective:05/10/2025 Policy No.: WC-WF-TS-0001923-03 Endorsement No.:0000 Insured:Helpmates Staffing Services, LLC Premium: Work First Casualty Company Countersigned By © 1983 National Council on Compensation Insurance. PI-GLD-TS (11/15) THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. GENERAL LIABILITY DELUXE ENDORSEMENT: TEMPORARY STAFFING This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART It is understood and agreed that the following extensions only apply in the event that no other specific coverage for the indicated loss exposure is provided under this policy. If such specific coverage applies, the terms, conditions and limits of that coverage are the sole and exclusive coverage applicable under this policy, unless otherwise noted on this endorsement. The following is a summary of the Limits of Insurance and additional coverage provided by this endorsement. For complete details on specific coverages, consult the policy contract wording. Coverage Applicable Limit of Insurance Page Damage to Premises Rented to You $1,000,000 2 Expected or Intended Injury — Property Damage Included 2 Limited Rental Lease Agreement Contractual Liability $50,000 2 Non -Owned Watercraft Less than 58 feet 3 Damage to Property You Own, Rent or Occupy $30,000 3 Medical Payments $20,000 3 Medical Payments Reporting Period 3 Years 3 Athletic Activities Amended 3 Supplementary Payments — Bail Bonds $2,500 4 Supplementary Payments — Loss of Earnings $500 per day 4 Employee Indemnification Defense Coverage $25,000 4 Who Is An Insured Additional Insured — Newly Acquired or Formed Organization Additional Insured — Broadened Named Insured Additional Insured — Blanket Additional Insureds When Required by Contract Included 4 Duties in the Event of Occurrence, Offense, Claim or Suit Included 4 Transfer of Rights of Recovery Against Others To Us Clarification 5 Liberalization Included 5 Unintentional Failure to Disclose Hazards Included 5 Bodily Injury — Includes Mental Anguish Included 5 Personal and Advertising Injury — Includes Abuse of Process, Discrimination Included 6 Other Insurance — Primary Clarification Clarification 6 PI-GLD-TS (11/15) Page 1 of 8 Includes copyrighted material of Insurance Services Office, Inc., with its permission. PI-GLD-TS (11/15) Staffing Services Exclusions Clarification 7 Staffing Services Definitions Clarification 8 A. Damage to Premises Rented to You If damage by fire to premises rented to you is not otherwise excluded from this Coverage Part: 1. The Damage To Premises Rented To You Limit section of the Declarations is amended to the greater of: a. $1,000,000; or b. The amount shown in the Declarations as the Damage to Premises Rented to You Limit. This is the most we will pay for all damage proximately caused by the same event, whether such damage results from fire, lightning, explosion, smoke, or leaks from automatic fire protective systems or any combination thereof; 2. The word fire is changed to fire, lightning, explosion, smoke, or leakage from automatic fire protective systems where it appears in: a. The last paragraph of SECTION I — COVERAGES, COVERAGE A BODILY INJURY AND PROPERTY DAMAGE LIABILITY, Subsection 2. Exclusions; b. SECTION III — LIMITS OF INSURANCE, Paragraph 6.; and c. SECTION V — DEFINITIONS, Paragraph 9.a.; and 3. The words fire insurance are changed to insurance for fire, lightning, explosion, smoke, or leakage from automatic fire protective systems where it appears in SECTION IV — COMMERCIAL GENERAL LIABILITY CONDITIONS, Subsection 4. Other Insurance, Paragraph b. Excess Insurance. B. Expected or Intended Injury— Property Damage SECTION I — COVERAGES, COVERAGE A BODILY INJURY AND PROPERTY DAMAGE LIABILITY, 2. Exclusions, Paragraph a. Expected Or Intended Injury is deleted in its entirety and replaced by the following: a. Expected Or Intended Injury "Bodily injury" or "property damage" expected or intended from the standpoint of the insured. This exclusion does not apply to "bodily injury" or "property damage" resulting from the use of reasonable force to protect persons or property. C. Limited Rental Lease Agreement Contractual Liability SECTION I — COVERAGES, COVERAGE A BODILY INJURY AND PROPERTY DAMAGE LIABILITY, 2. Exclusions, Paragraph b. Contractual Liability is amended by adding the following: Based on the named insured's request at the time of claim, we agree to indemnify the named insured for their liability assumed in a contract or agreement regarding the rental or lease of a premises on behalf of their client, up to $50,000. PI-GLD-TS (11/15) Page 2 of 8 Includes copyrighted material of Insurance Services Office, Inc., with its permission. PI-GLD-TS (11/15) This coverage extension only applies to rental lease agreements and is excess over any renter's liability insurance of the client. D. Non -Owned Watercraft SECTION I — COVERAGES, COVERAGE A BODILY INJURY AND PROPERTY DAMAGE LIABILITY, 2. Exclusions, g. Aircraft, Auto Or Watercraft, Paragraph (2) is amended to read as follows: (2) A watercraft you do not own that is: (a) Less than 58 feet long; and (b) Not being used to carry persons or property for a charge; This provision applies to any person, who with your consent, either uses or is responsible for the use of a watercraft. This insurance is excess over any other valid and collectible insurance available to the insured whether primary, excess or contingent. E. Damage to Property You Own, Rent or Occupy SECTION I — COVERAGES, COVERAGE A BODILY INJURY AND PROPERTY DAMAGE LIABILITY, 2. Exclusions, j. Damage To Property, Paragraph (1) is deleted in its entirety and replaced with the following: (1) Property you own, rent or occupy, including any costs or expenses incurred by you, or any other person, organization or entity, for repair, replacement, enhancement, restoration or maintenance of such property for any reason, including prevention of injury to a person or damage to another's property, unless the damage to property is caused by your client, up to a $30,000 limit. A client is defined as a person under your direct care and supervision. F. Medical Payments 1. If COVERAGE C MEDICAL PAYMENTS is not otherwise excluded from this Coverage Part the Medical Expense Limit is changed subject to all of the terms of SECTION III — LIMITS OF INSURANCE to the greater of: a. $20,000; or b. The Medical Expense Limit shown in the Declarations of this Coverage Part. 2. Under SECTION I —COVERAGES, COVERAGE C MEDICAL PAYMENTS, Subsection 1. Insuring Agreement, Paragraph a., Item (b) is amended to read: (b) The expenses are incurred and reported to us within three years of the date of the accident; and G. Athletic Activities SECTION I — COVERAGES, COVERAGE C MEDICAL PAYMENTS, 2. Exclusions, Paragraph e. Athletics Activities is deleted in its entirety and replaced with the following: PI-GLD-TS (11/15) Page 3 of 8 Includes copyrighted material of Insurance Services Office, Inc., with its permission. PI-GLD-TS (11/15) e. Athletics Activities To a person injured while taking part in athletics. H. Supplementary Payments SECTION I — COVERAGES, SUPPLEMENTARY PAYMENTS — COVERAGES A AND B, Items 1.b. and 1.d. are amended as follows: b. The limit for the cost of bail bonds is changed from $250 to $2,500; and d. The limit for loss of earnings is changed from $250 a day to $500 a day. I. Employee Indemnification Defense Coverage SECTION I — COVERAGES, SUPPLEMENTARY PAYMENTS — COVERAGES A AND B is amended to include the following: We will pay, on your behalf, defense costs incurred by an "employee" in a criminal proceeding. The most we will pay for any "employee" who is directly involved in a criminal proceeding is $25,000 regardless of the numbers of "employees," claims or "suits" brought or persons or organizations making claims or bringing "suits." J. Who is An Insured SECTION II — WHO IS AN INSURED is amended as follows: 1. Newly Acquired or Formed Organization If coverage for newly acquired or formed organizations is not otherwise excluded from this Coverage Part, Paragraph 3.a. is amended to read: a. Coverage under this provision is afforded until the end of the policy period; 2. Each of the following is also an insured: a. Broadened Named Insured — Any organization and subsidiary thereof which you control and actively manage on the effective date of this Coverage Part. However, coverage does not apply to any organization or subsidiary not named in the Declarations as Named Insured, if they are also insured under another similar policy, but for its termination or the exhaustion of its limits of insurance. b. Blanket Additional Insureds When Required by Contract — Any person or organization where required by a written contract executed prior to the occurrence of a loss. Such person or organization is an additional insured for "bodily injury," "property damage" or "personal and advertising injury" but only for liability arising out of the negligence of the named insured. The limits of insurance applicable to these additional insureds are the lesser of the policy limits or those limits specified in a contract or agreement. These limits are included within and not in addition to the limits of insurance shown in the Declarations. The Additional Insured's limits of insurance do not increase our limits of insurance, as described in SECTION III — LIMITS OF INSURANCE. PI-GLD-TS (11/15) Page 4 of 8 Includes copyrighted material of Insurance Services Office, Inc., with its permission. PI-GLD-TS (11/15) c. Interns — Your interns only while performing duties related to the conduct of your business. d. Contractors — Any individual or organization under written contract or written agreement with you who provides "staffing services" on your behalf and at your direction for your clients. K. Duties in the Event of Occurrence, Offense, Claim or Suit 1. SECTION IV —COMMERCIAL GENERAL LIABILITY CONDITIONS, 2.a. the requirement that you must see to it that we are notified as soon as practicable of an "occurrence" or an offense, applies only when the "occurrence" or offense is known to: a. You, if you are an individual; b. A partner, if you are a partnership; or c. An "executive officer" or insurance manager, if you are a corporation. 2. SECTION IV— COMMERCIAL GENERAL LIABILITY CONDITIONS, 2. b. the requirement that you must see to it that we receive notice of a claim or "suit" as soon as practicable will not be considered breached unless the breach occurs after such claim or "suit" is known to: a. You, if you are an individual; b. A partner, if you are a partnership; or c. An "executive officer" or insurance manager, if you are a corporation. L. Transfer of Rights of Recovery Against Others To Us SECTION IV — COMMERCIAL GENERAL LIABILITY CONDITIONS, Paragraph 8. Transfer Of Rights Of Recovery Against Others To Us includes the following clarification: Therefore, the insured can waive the insurer's rights of recovery prior to the occurrence of a loss, provided the waiver is made in a written contract. M. Liberalization SECTION IV — COMMERCIAL GENERAL LIABILITY CONDITIONS is amended to include the following additional condition: Liberalization If we revise this endorsement to provide more coverage without additional premium charge, we will automatically provide the additional coverage to all endorsement holders as of the day the revision is effective in your state. N. Unintentional Failure To Disclose Hazards SECTION IV — COMMERCIAL GENERAL LIABILITY CONDITIONS is amended to include the following additional condition: Unintentional Failure To Disclose Hazards It is agreed that, based on our reliance on your representations as to existing hazards, if you should unintentionally fail to disclose all such hazards prior to the beginning of the policy period PI-GLD-TS (11/15) Page 5 of 8 Includes copyrighted material of Insurance Services Office, Inc., with its permission. PI-GLD-TS (11/15) of this Coverage Part, we shall not deny coverage under this Coverage Part because of such failure. O. Bodily Injury — Mental Anguish SECTION V — DEFINITIONS, Paragraph 3. is amended to read: "Bodily injury": a. Means bodily injury, sickness or disease sustained by a person, and includes mental anguish resulting from any of these; and b. Except for mental anguish, includes death resulting from the foregoing (Item a. above) at any time. P. Personal and Advertising Injury — Abuse of Process, Discrimination If COVERAGE B PERSONAL AND ADVERTISING INJURY LIABILITY COVERAGE is not otherwise excluded from this Coverage Part, the definition of "personal and advertising injury" is amended as follows: 1. SECTION V — DEFINITIONS, Paragraph 14., Item b. is revised to read: b. Malicious prosecution or abuse of process; 2. SECTION V — DEFINITIONS, Paragraph 14. is amended to include the following: "Personal and advertising injury" also means discrimination based on race, color, religion, sex, age or national origin, except when: a. Done intentionally by or at the direction of, or with the knowledge or consent of: (1) Any insured; or (2) Any executive officer, director, stockholder, partner or member of the insured; or b. Directly or indirectly related to the employment, former or prospective employment, termination of employment, or application for employment of any person or persons by an insured; or c. Directly or indirectly related to the sale, rental, lease or sublease or prospective sale, rental, lease or sub -lease of any room, dwelling or premises by or at the direction of any insured; or d. Insurance for such discrimination is prohibited by or held in violation of law, public policy, legislation, court decision or administrative ruling. The above does not apply to fines or penalties imposed because of discrimination. Q. Section IV — Commercial General Liability Conditions is amended by the addition of the following: The following language is added to Item 4. Other Insurance: Insurance under this endorsement is primary to and non-contributory with any other insurance maintained by the person or organization (Additional Insured), except for loss resulting from the sole negligence of that person or organization. PI-GLD-TS (11/15) Page 6 of 8 Includes copyrighted material of Insurance Services Office, Inc., with its permission. PI-GLD-TS (11/15) This condition applies even if other valid and collectible insurance is available to the Additional Insured for a loss or "occurrence" we cover for this Additional Insured. R. Staffing Services Exclusions The following exclusions are added to SECTION I — COVERAGES, COVERAGE A BODILY INJURY AND PROPERTY DAMAGE: Actions Or Activities Of PEO Worker "Bodily injury" or "property damage" arising from the actions or activities of any "PEO worker". Professional Services Exclusion "Bodily injury" or "property damage" due to the rendering of or failure to render any professional service. This exclusion does not apply to your liability for "bodily injury" or "property damage" arising out of your "employee's" providing or failing to provide professional health care services to another of your "employees", but no "employee" is an insured for his or her providing or failure to provide such professional health care services. Wrongful Acts "Bodily injury" or "property damage" arising from a wrongful act in the rendering or failure to render services to or for your client. For the purposes of this exclusion, wrongful act shall mean any actual or alleged act, error, or omission, misstatement, or misleading statement in the course of providing "staffing services" to your clients by you or by any person for whose acts you are legally responsible. SECTION I — COVERAGES, COVERAGE B PERSONAL AND ADVERTISING INJURY LIABILITY COVERAGE is amended as follows: 1. Exclusion k. does not apply. 2. Exclusions a., b., e., f., g., h., L, I., and p. do not apply to any insured who did not personally acquiesce in or remain passive after having personal knowledge of such conduct. Our obligation to pay shall begin once the full extent of the assets of the responsible insured has been exhausted and once the Deductible as shown in the Declarations of the policy has been satisfied. 3. The following exclusions are added to Paragraph 2. Exclusions: Actions Or Activities Of PEO Worker "Personal and advertising injury" arising from the actions or activities of any "PEO worker". Professional Services Exclusion "Personal and advertising injury" due to the rendering of or failure to render any professional service. Wrongful Acts "Personal and advertising injury" arising from a wrongful act in the rendering or failure to render services to or for your client. PI-GLD-TS (11/15) Page 7 of 8 Includes copyrighted material of Insurance Services Office, Inc., with its permission. PI-GLD-TS (11/15) For the purposes of this exclusion, wrongful act shall mean any actual or alleged act, error, or omission, misstatement, or misleading statement in the course of providing "staffing services" to your clients by you or by any person for whose acts you are legally responsible. S. Staffing Services Definitions 1. SECTION V — DEFINITIONS, Paragraph 5. is revised to read: "Employee" includes but is not limited to a "leased worker" and a "staffing service employee". "Employee" does not include a "temporary worker" or a "PEO worker". 2. The following definitions are added to SECTION V — DEFINITIONS: a. "PEO service" means staffing related services as a Professional Employer Organization (PEO) you provide to your clients and to "PEO workers" in connection with employment of such workers. b. "PEO worker" means a person you lease to your client under a written "PEO service" agreement or contract. c. "Staffing Services" means services provided by a staffing company to their clients including but not limited to: (1) Fulfillment of any of the administrative functions which would otherwise be normally fulfilled by an employer's human resource function; (2) Staffing related administrative services provided by an Administrative Services Organization (ASO); (3) "PEO service"; (4) Staffing related services provided to your clients for the recruitment, selection and placement of a person for employment with a client. (5) Temporary, contingent or contract placement services; (6) Vendor Management Service (VMS), means the facilitation, purchase and management of "staffing services" for clients including the placement and fulfillment of orders for "staffing service employees"; (7) Services performed on behalf of your client by a "staffing service employee" who is not a direct hire or permanent placement; (8) Services performed for a client company to supply that client company with a "staffing service employee". d. "Staffing service employee" means a person who is furnished by you to your client to perform the duties to which you have agreed. PI-GLD-TS (11/15) Page 8 of 8 Includes copyrighted material of Insurance Services Office, Inc., with its permission. PI-TS-013 (05/12) THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. BLANKET ADDITIONAL INSURED ENDORSEMENT (Including Waiver of Subrogation) This endorsement modifies and is subject to the insurance provided under the following: STAFFING SERVICE PROFESSIONAL LIABILITY COVERAGE FORM STAFFING SERVICE PROFESSIONAL LIABILITY COVERAGE FORM CLAIMS MADE COVERAGE FORM A. The following is added to SECTION II —WHO IS AN INSURED: Any person or organization where required by contract executed prior to a loss is an insured, but only with respect to that person's or organization's liability for "damages" arising out of a "wrongful act" during the rendering of "staffing services". B. Paragraph I. in SECTION IV. CONDITIONS is deleted in its entirety and replaced with the following: Transfer of Rights of Recovery Against Others To Us If the insured has rights to recover all or part of any payment we have made under this Coverage Part, 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. The insured can waive the insurer's rights of recovery prior to the occurrence of a loss, provided the waiver is made in a contract. ©2012 Philadelphia Indemnity Insurance Company Page 1 of 1 ACOR" CERTIFICATE OF LIABILITY INSURANCE 2/13/2027 DATE(MMIDDIYYYY) 5/6/2026 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER Lockton Companies, LLC CONTACT NAME: DBA Lockton Insurance Brokers, LLC in CA CA license #OF15767 444 W. 47th St., Ste. 900 PHONE FAX (A/C,No Ext : A/C, No E-MAIL ADDRESS: Kansas City MO 641 12-1906 INSURER(S) AFFORDING COVERAGE NAIC # INSURER A: Philadelphia Indemnity Insurance Company 18058 (816) 960-9000 kcasn@lockton.com INSURED Alliance Solutions Group, LLC DBA: 1512529 Helpmates Stalling Services, LLC INSURER B : Work First Casualty Company 3 1 232 INSURER C : INSURER D : 979 W 190Lh SL State 910 Gardena, CA 90248 INSURER E INSURER F : COVERAGES CERTIFICATE NUMBER: 19335394 REVISION NUMBER: XXXXXXX THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE ADDL INSD SUBR WVD POLICY NUMBER POLICY EFF MM/DDIYYW POLICY EXP W MMIDD/YY LIMITS A X COMMERCIAL GENERAL LIABILITY Y Y PTTPK2655529-007 2/13/2026 2/13/2027 EACH OCCURRENCE $ 1,000,000 CLAIMS -MADE 1XI OCCUR DAMAGE TO RENTED PREMISES Ea occurrence $ 100,000 MED EXP (Any one person) $ 5,000 PERSONAL & ADV INJURY $ 1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 3,000,000 ❑PRO JECT ❑ LOC �POLICY PRODUCTS - COMP/OP AGG $ 3,000,000 $ OTHER: A AUTOMOBILE LIABILITY Y Y PHPK2655529-007 2/13/2026 2/13/2027 COMBINED SINGLE LIMIT Ea accident $ 1,000,000 BODILY INJURY (Per person) $ XXXXXXX ANY AUTO OWNED SCHEDULED AUTOS ONLY AUTOS X BODILY INJURY (Per accident) $ XXXXXXX X PROPEaccRTY DAMAGE Per ident $ XXXXXXX HIRED X NON -OWNED AUTOS ONLY AUTOS ONLY $ XXXXXXX A X UMBRELLA LIAB X OCCUR N N PHUB900633-007 2/13/2026 2/13/2027 EACH OCCURRENCE $ 10,000,000 AGGREGATE $ 10,000,000 EXCESS LIAB CLAIMS -MADE DED I X I RETENTION $ $ XXXXXXX B WORKERS COMPENSATION AND EMPLOYERS' LIABILITY YIN ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? N (Mandatory in NH) N I A N WC-WF-TS-0001923-04 5/10/2026 5/10/2027 PER OTH- X STATUTE ER E.L. EACH ACCIDENT $ 1,000,000 E.L. DISEASE - EA EMPLOYEE $ 1,000,000 If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT $ 1,000,000 A PROF LIABILITY/E&O N N PHPK2655529-007 2/13/2026 2/13/2027 LIM/AGG/RET: $lM/$3M/$25K A CRIME PHPK2655529-007. 2/13/2026 2/13/2027 LTM/DEDUCTTBLE: $5M/$50K DESCRIPTION OF OPERATIONS / LOCATIONS I VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) THE CITY OF SANTA ANA, ITS OFFICRS, OFFICIALS, EMPLOYEES, AND VOLUNTEERS ARE INCLUDED AS ADDITONIAL INSURED AS RESPECTS THE GENERAL LIABILTY POLICY WHICH IS PRIMARY COVERAGE TO THE ADDITIONAL INSURED AND OTHER AVAILABLE INSURANCE WILL BE NONCONTRIBUTORY WHERE REQUIRED BY WRITTEN CONTRACT APPROVED By TO Tran Nguyen at 7:32 am, Jun 15, 2026 CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE 39 19335394 THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN CITY SANTA ANA ACCORDANCE WITH THE POLICY PROVISIONS. ATTN: HUMAN RESOURCES DEPARTMENT 20 C1VIC CENTER PLAZA AUTHORIZED REPRESENTATIVE/ SANTA ANA CA 92701 ACORD 25 (2016/03) ©1988LL015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD WORKERS COMPENSATION AND EMPLOYERS LIABILITY INSURANCE POLICY WC 00 03 13 1st Reprint Effective April 1, 1984 Advisory WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT This endorsement changes the policy to which it is attached and is effective on the date issued unless otherwise stated. We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) This agreement shall not operate directly or indirectly to benefit anyone not named in the Schedule. Schedule Blanket Waiver — Any person or organization to whom you become obligated to waive your rights of recovery against, Under any contract or agreement you enter into prior to the occurrence of loss. (The information below is required only when this endorsement is issued subsequent to preparation of the policy.) Effective:05/10/2026 Policy No.: WC-WF-TS-0001923-04 Endorsement No.:0000 Insured:Helpmates Staffing Services, LLC Premium: Work First Casualty Company Countersigned By © 1983 National Council on Compensation Insurance.