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HomeMy WebLinkAboutMETROPOLITAN PLANNING GROUP DBA M- GROUPA-2023-194-09 INSURANCE NOT ON FILE WORK MAY NOT PROCEED CITY CLERK AGREEMENT TO PROVIDE ON CALL ENVIRONMENTAL AND DATE: APR O 9 2024 PLANNING SERVICES RELATED TO CEQA AND NEPA ,THIS AGREEMENT is made and entered into this 7th day of November, 2023 by and between �'•Q� Metropolitan Planning Group DBA. M-Group , a California corporation ("Consultant"), andthe ��\\a City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California ("City"). RECITALS A. On August 17, 2023 the City issued Request for Qualification No. 23-142, by which it sought Consultants to provide on -call environmental, technical, and planning services for the Planning and Building Agency of the City of Santa Ana. The scope of work may include any and all work efforts related to the analysis of a proposed project for compliance with the California Environmental Quality Act (CEQA) and National Environmental Policy Act (NEPA). This may include preparation of required technical studies, peer review of technical studies prepared by others; preparation of Initial Studies, Negative Declarations, Mitigated Negative Declarations,' Environmental Impact Reports, Environmental Assessments, Environmental Impact Statements, and staffing services on an as -needed basis. B. Consultant submitted a responsive proposal that was among those selected by the City. Consultant represents that it is able and willing to provide the services described in the scope of work that was included in RFQ No. 23-142 and attached as Exhibit A. C. Consultant has been selected as one of thirty-five (35) vendors which qualified for this engagement. Only those consultants approved by the City Council on November7, 2023, shall be eligible to be engaged by the City for these services. D. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional contracting firm in the field: NOW THEREFORE; in consideration' of the mutual and respective promises, and subject to the terms and conditions' hereinafter set forth, the parties agree as follows: 1. SCOPE OF SERVICES a. On an as -needed basis, and at the sole discretion of the City,. Consultants shall perform the. services that are described in Exhibit A, attached and incorporated -by reference as though fully set forth herein. Consultant's proposal is incorporated by reference as though fully set forth herein. When the need for services arise, City may initiate services through use of a letter agreement, executed by the Executive Director of the Planning and Building Agency and the Consultant. Work by the .Consultant may not proceed absent a previously engaged or fully executed consultant agreement and letter agreement for a specific project. Page 1 of 11 2. COMPENSATION . a. City neither warrants nor guaranteesany minimum or maximum compensation to Consultant under this Agreement. Consultant shall be paid only for actual services performed under this Agreement at the rates and charges identified in Exhibrt B. , Consultant is one of thirty-fve (35) Consultants selected to provide environmental and planning services on an as needed basis under RFQ No. 23-142., The total compensation for services .provided by all Consultants selected under RFQ.No. 23- 142 is a collective amount not to exceed four million nine hundred fifty thousand ($4 950,00o:00) during the term of the Agreement, including any extension periods. b. Where applicable, City shall recognize and pay for any outstanding invoices for work.perforined by any.of the thirty-five (35) selected vendors for building safety _ consultant services performed by the e Consultant for work previously performed for the City. a Payment by City shall be made within forty-five .(45) days following receipt of proper invoice evidencing work performed, subjectto City accounting procedures. Payment need :not be made for work ,which fails :to meet the standards of performance set forth in the Recitals and Scope of Work, which may reasonably be ` expected by City. ' 3... TERM This Agreement shall commence on the -date first written above for a five (5) vear term; unless terminated earlier in accordance with Section 16, below. 4. INDEPENDENT .CONTRACTOR Consultant shall, during the entire term of this Agreement, be construed. to be an. independent contractor and not an employee of the City: This Agreement is not interidednor shall' it be construed to create aft employer -employee' relationship, a joint. venture relationship, of to: allow the. City to exercise discretion or control over the professional inanner 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 m a gnanner consistent with. all applicable standards and regulations governing such services. Consultant shall payA 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 nornexclusive 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, mchiding but not limitedto; physical drawings or data magnetically or otherwiso recorded on computer diskettes;; which are prepared or caused to -be... prepared. by Consultant under this Agreement (". Documents & Data!): Consultant shall. require all 'subcontractors to agree in writing that City is granted a non exclusive and perpetual license .for any Documents F Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant.has the legal right to license any and all Documents & Page:2 of 11 DataXonsultant makes no such representation and warranty in regard to Documents & Data which were'provded to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement_ shall be at.City's .sole risk... - - G: INSURANG Prior to undertaking' performance of work under this Agreement, Consultant shall. maintain and shall.require its subcontractors, if any, to obtain and maintain insurance as described below.:. a. Minimum Scope and Limit of Insurance I. `Commercial General Liability (CGL): Coxhinerciat `General. y ( ) Insurance Services Office Form CG 00 01 covering Liability CGL : C. IL .on an "occurrence" basi§, including products and completed operations; property damage, bodily injury and personal & advertising. injury, with, limits no less than $1,000,000 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. 21 Autorirobile Liability ISO Form Number CA 00 01 covering any auto (Code 1), or if:Consultanti has no owned autos; hired, (Code 8), and non -owned autos (Coale 9), with a limit no less than $1,000,000 per accident for bodily injury and property damage; 3. Workers' as'required by the State of California, with Statutory. Limits,'and Employer's Liability Insurance with limit of no less than-$1;000;000 per accidenbfor bodily injury or disease. 4.: Professional Liability (Errors and Omissions):., insurance' appropriateto 'the Consultant's profession, with limit no less than $1;000,000pe' occurrence orclaim, $2,000,000 aggregate. - 5. Broader Coverage: if the Consultant maintains.braader coverage and/or, higher limitsthan the .minimums shown :above, the 'City requires acid shall be entitled to the broader coverage and/or the Itigher. limits maintained by the: Consultant. Any available insurance proceeds in excess ofthe specified minimum limits.of insurance and coverage shall be available -to the City: b.Other Insurance Provisions 1: 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•tlre Consultant incltjding: 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 - Page 3 of 11` broad as ISO Form CG 20 10 11 85. or if not available, through the addition of both CG 20 10, CG 20:26, CG 20 33, or CG 20 38; and CG 2037 if a later edition is used):.. 2. Primary Coverage: For any claims related to this contract, the Consultant's insurance coverage shall`be. primary coverage at least as broad as ISO CG 20 01 04 13 as respects.the City, its officers, officials, employees, and volunteers.. Any insurance or self- insurance. maintained.by the City, itsofficers, officials; employees, or volunteersshall be excess 'of the: Consultant's insurance and shall not contribute with it. 3. Notice of Cancellation. Each insurance policy required above shall provide that coverage shall not be canceled, except with notice torte City. 4: Waiver of Subrogation: Consultant hereby grants to City a waiver of any right to subrogation that 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. 5.:. 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, ot.be endorsed to provide, thattheself-insured retention may be satsfled by either the named insured or City. 6. 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 •loss than ANII, unless otherwise acoeptahle to the City: . 7. Claims --Made Policies (applicable only to professional liability):. i. TheRetroactiveDate must be shown, and niust be before.the . date of the contractor the, beginning of contract work. ii. In'surance must be maintained. and evidence `of insurance . must be. provided for at least five (5) years after completion of the contract of work., iii. If coverage is canceled or non -renewed, and riot. replaced with another claims -made policy form with a Retroactive Date prior to the contract, effective date, the Consultant must purchase "extended reporting" coverage for a tninimurn of ' five (5) years after completion of work. Page 4 of 11 8,, Verification of Coverage: Consultant Shall furnish the City. with original Certificates of insurance including all requited amendatory endorsements (or copies of the applicable policy language effecting coverage required by this ciause).and a copy ofthe Declarations and Endorsement: Page of the CG.Lpolicy listing'all polioy endorsements to City before work begins. However,_ failure to obtain the required documents prior, to the ' work beginning shall not waive the Consultant'sobligation 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. 9. Subcontractors: Consultant shall require and i'verify that all subcontractors maintain insurance meeting.,all"t,q requirements stated'herein; and Consultant shall ensure that City:;s an additional . insured, on insurance required from subcontractors: . 10.:Special Risks or Cirear stances: City -reserves the right to modify these requirements, including limits, based on the`nuture.of the risk; prior experience; insurer, coverage, or other special circuriistances. 7. INlitNINIF'ICATION Consultant: agrees to'defend,;arid shall indemnify and hold harmless the City, its officers, agents, employees, eonsultants, special.cgunsel, and representatives from liability, (1) for personal injury; dainages, just compensation, restitution,. judicial or egiutable relief arising out of claims for , - personal injury, including death,=and claims £or properiy:,damage,'w hio may arise from the. . negligent.operations:of the Consultant or its. Consultants, subcontraetors, agents, employees, or other persons acting on their behalf. Which relates to the services described in section: I'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 agreerrie'nt applies to all claims for damages; ju§t coipensation,. restitution; judicial or equitable: relief suffered, or alleged tochave been'suffered, by reason of the events' •referred to iii. this..... Mica or by reason `of the terms of, or effects; . arising from this Agreement, The:Consultant f�triher agrees to indemnify, hold harmless, and all costs for the defense :of :the City; including fees arid 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, ju"st 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 m46]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 indemnifyshall be,liruited, to the exteht-requiied by Civil Code Section 2782.8, to claims that arise:. of, pertain to, or relate to the negligence, recklessness,'or willful misconductofthe Consultant: Page 5 of I1..:.' 8. INTELLECTUAL PROPERTY INDEMNIFICATION Consultant shall defend;, indemnify and hold harmless the City; its officers, agents, representatives, and employees against any and all liability, including costs, and attorney's fees, for infringement of any United States' letters patent, trademark, or copyright contained in the work product or documents provided by Consultant to the City pursuant to this Agreement. 9. RECORDS Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred "under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and: invoices shall be clearly identifiable. Consultant shall_ allow a'representative of the City to examine, audit, and snake'transcripts or co- 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 fora period of three (3) years from the date of final payment to Consultant under this Agreement. 10. CONFIDENTIALITY If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. "Confidential Information" shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally; visually, electronically, or by . other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in. publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c).is in rightful possession of the Consultant without an obligationof confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed. by the City. 11. CONFLICT OF INTEREST CLAUSE Consultant covenants that it presently has no interest and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under.this Agreement.. 12. NOTICE. Any notice, tender, demand, delivery, or other communication pursuant to .this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons: . Page 6 of 11 To City:. City Clerk City of Santa Ana 20 Civic. Center Plaza (M-30) P.O. Box 1988 Santa Ana, CA 92702-1988 Fax- 714- 647-6956 Executive Director Planning and Building Agency City of Santa Ana . 20 Civic. Center Plaza (M-20) P.O. Box 1988 Santa Ana, CA 92702 Email: PBAAdmin@santa-ana.org To Consultant: Metropolitan Planning`Group DBA M-Group 51 E. Campbell Ave. #1247 Campbell, CA95009 510-473-3090 . A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and Itransmitted to the new address. If sent by mail, communication. shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail; duty 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 ar City holidays shall be excluded. 13. EXCLUSIVITY AND AMENDMI;NT This Agreement represents the complete and exclusive' statement between the City and Consultantregardingthe subject matter herein, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument: signed by the City and by an Authorized representative of Consultant. The parties agree that any terms or conditionso of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant or`the City. Each.party to this Agreement' acknowledges that no. representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which are not embodied herein. Page 7 of 11 14. ASSIGNMENT Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and: void. Nothing in this Agreement shall be construed to.limit the City's ability to have any of the services. which are the subject to, this Agreement performed by City personnel. or by other consultants,retained by City. 15. WAIVER No waiver of breach, failure of any condition, or any right or remedy contained :in -or, granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the:breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a:waiver of airy other.breaeh, failure; right or remedy; whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing:so. specifies. 16. TERMINATION This. Agreement may. be terminated by ,the. City upon thirty (30) days written.notice of termination. In such event, Consultant shall be entitled to: receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions: a.. Asa condition of such payment, the Executive Director may require Consultant to deliver to the City ail -;work product completed as ;of such date, .and in such case such work product shall be'the property of the City; unlessprohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate..- - - b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement. 17. NON-DISCRIMINATION Consultant shall not discriminate because of race; color, creed, religion, sex, marital status, sexual orientation, gender identity, gender expression, gender, medical .conditions, . genetic information, or:military and veteran status, age, national: origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization, prometion,1enninati6n or other employment related activities or any services provided under this Agreement. Consultant affirms that it is an equal, opportunity employer and shall comply with all applicable federal, state and.local laws and regulations. 18. JURISDICTION -VENUE This Agreement has been executed and delivered in 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 proceedingthat may be btoughtor Page 8 of 11 arise out of; in connection with or by reason of this Agreement. 19. PROFESSIONAL LICENSES Consultant shall, throughout the term of this Agreement; maintain all necessary licenses, permits, approvals; waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the -City of 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. 26. 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; fox any injuries or damages to City in the event that such authority or. power is not,. in fact, held by the signatory orris withdrawn; b All exhibits referenced herein and attached hereto shall be incorporated as.if fully . set forth in the body of this Agreement. Page 9 of 11 A-2023-194-09 IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. ATTEST: r APPROVED AS TO FORM SONIA R. CARVALHO City Attorney By: Jonathan T. M Fez Assistant Cib Attorney RECOMMENDED FOR APPROVAL -41110,- MINH THAI Executive Director Planning and Building Agency CITY OF SANTA ANA Alvaro Nunez Acting City Manager CONSULTANT e- -6A"& Geoff Bradley Principal in Charge Page 10 of 11 Exhibit A Scope of Services Consultants will be expected to provide experienced and knowledgeable professional staff familiar with federal, state and local regulations including the Santa Ana Municipal Code and General Plan and the CEQA and NEPA. The Consultants' Project Manager and staff shall be responsive and maintain, excellent working .relationships With project applicant, Iproperty owners, developers and City staff.. Consultants shall be committed to provide adequate staffing levels at all times in order to adhere to established schedules. All consultants shall provide services under the direction of City staff. "Services may include attendance. at appropriate City`Council, City Commissions, and neighborhood meetings. A. Environmental Services Services include, but are not limited to preparation of documents, distribution and filing of environmental noticing, preparation of studies and technical reports as required by the CEQA and NEPA including, but not limited to, the following as amended. and updated from time to time: • Initial Study • 'Ehvironmental;lmpact Report • Notice of Preparation (Program, Focused', Master," Notice of Availability Staged) Notice of Determination • . EIR Addendum, Supplemental • Categorical Exemption EIR, Subsequent EIR • Negative Declaration • Mitigation and Monitoring Mitigated Negative Program Declaration Response to Comments -• Statement of Overriding Considerations ® NEPA compliance documents B. Technical Studies As necessary, prepare any technical studies needed to complete the, environmental review or for development projects or City projects as -needed, including but not limited to: • Air Quality Study • Historical Resource • Biological Resource Assessment. Assessment Hydrology%YNater Quality Study • ' Cultual Resource Study. • Noise Inipact:Study . Environmental Site • Parking Study Assessments • .Water Supply Assessment • Economic/Market Study • Mineral Resource Study Geological/Soil Study • ., Utility/Sewer Study .. Greenhouse Gas • Traffic Study Assessment: Health Risk Assessment C, Staffing Services The Planning Division is also seeking qualified professional individuals, firms, or multi -disciplinary teams with experience in current, historic preservation, environmental justice, and advanced - planning to, assist with processing development project applications, counter services and planning efforts on an as=needed basis: Page 11 of 11 EXHIBIT B COMPENSATION Fee Proposal including hourly rates if applicable IRRATE SHEET M.GROUP STAFF HOURLY RATE 2023 2024. Admin Analyst Planning Tech. $90 $95 Assistant Planner Asslstant Urban Designer ' $110 $115 Social Media Coordinator Associate.Planner $140 $145 Associate Urban Designer GIS Services Environmental Planner Historic Preservation Specialist $155 $160 Public.Art Specialist `. Senior Planner Senior Urban Deslgner Senior Environmental Planner 8165 $175 Project Manager — Prin&lpal Planner Pnncipal,Envirohmental Planner . Principal Polity Planner $185 $195 . Director of Urban Design Principal $265-$285- $280-$300 * 'Hourly rates are.subjectto annual adjustment orrImuary 1st, * M-Group adds a. 10%administrationfee to Sub -consultant rates, DATE (MM/DD/YYYY) AC"R" CERTIFICATE OF LIABILITY INSURANCE F04/18/2024 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT Shantelle Sampayan GS Insurance Solutions Inc Digital I P ) 694-7467 FAx (844) 205-6744 5201 Great Americ kway • E-MAIL-0shantelle@gsisol.com A/C, No ngi ADDRESS: Suite 320 bar A n g i INSURER(S) AFFORDING COVERAGE NAIC # Santa Clara C 95054 INSURERA: Ohio Security Insurance Company 24082 INSURED ceve d 6NSURERB: Evanston Ins. Co. 35378 Metro titan Planning Group INSURERC: Employers Preferred Insurance Company 10346 51 fteeveldo Date. ernon Fire Insurance Company 26522 INSURER E : Campbell 0 • INs COVERAGES CERF!.'ICATE NUMBER: CL243429597 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACTOR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAYBE 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 UBR WVD POLICY NUMBER M� DD YYYYMLICY EFF ICY EXP O DD YYYY LIMITS X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 2,000,000 � OCCUR DAMAGE PREM SESORENTEEa occur ence $ 500,000 _7CLAIMS-MADE MED EXP (Any one person) $ 15,000 PERSONAL & ADV INJURY $ 2,000,000 A BKS56609535 04/09/2024 04/09/2025 GEN'LAGGREGATE LIMITAPPLIES PER: GENERAL AGGREGATE $ 4,000,000 X POLICY ❑ PRO ❑ JECT LOC PRODUCTS - COMP/OPAGG 4,000,000 $ $ OTHER: AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT Ea accident $ 1,000,000 BODILY INJURY (Per person) $ ANYAUTO A OWNED SCHEDULED AUTOS ONLY AUTOS BAS56609535 04/09/2024 04/09/2025 BODILY INJURY (Per accident) $ X PROPERTY DAMAGE Per accident $ HIRED �/ NON -OWNED AUTOS ONLY /� AUTOS ONLY X UMBRELLA LIAB X OCCUR EACH OCCURRENCE $ 2,000,000 AGGREGATE $ 2,000,000 B EXCESS LIAB CLAIMS -MADE EZXS3151380 04/09/2024 04/09/2025 DED I X1 RETENTION $ 0 $ C WORKERS COMPENSATION AND EMPLOYERS' LIABILITY Y / N ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? (Mandatory in NH) NIA EIG5234889-01 04/09/2024 04/09/2025 SPER TATUTE EORH X1 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 $ Each Claim $ 3,000,000 D Professional Liability (Errors and Omissions) PT2000323 04/09/2024 04/09/2025 Each Aggregate $ 3,000,000 Deductible $ 10,000/claim DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Proof of Insurance. City of Santa Ana Risk Management Division 20 Civic Center Plaza Santa Ana SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PRO) oR Risk Management Diyisbn AUTHORIZED REPRESENTATIVE REVIEWED & APPROVED BY: CA 92702 CS ® Risk Management Specialist ACORD 25 (2016/03) @ 1988-2015 The ACORD name and logo are registered marks of ACORD DATE(MM/DD/YYYY) ACCOR" CERTIFICATE OF LIABILITY INSURANCE 04/03/2025 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER.THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND,EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S),AUTHORIZED REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED,the policy(ies)must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED,subject to the terms and conditions of the policy,certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT Sarah Sta Ana NAME: Calender-Robinson Company,Inc. a/cNr o Ext: (415)978-3800 a/c,No): (415)978-3825 0267063 E-MAIL sstaana@calrob.com ADDRESS: 233 Sansome St.Ste 508 INSURER(S)AFFORDING COVERAGE NAIC# San Francisco CA 94104 INSURERA: WestAmerican Insurance Company 44393 INSURED INSURER B: Ohio Security Insurance Company 24082 METROPOLITAN PLANNING GROUP INSURERC: Evanston Insurance Company 35378 307 ORCHARD CITY DRIVE INSURER D: Employers Preferred Insurance Company 10346 SUITE 100 INSURER E: Mount Vernon Fire Insurance Company 26522 CAMPBELL CA 95008 INSURER F: COVERAGES CERTIFICATE NUMBER: CL254342579 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT,TERM OR CONDITION OF ANY CONTRACTOR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAYBE ISSUED OR MAY PERTAIN,THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR TYPE OF INSURANCE POLICY EFF POLICY EXP LTR INSD WVD POLICY NUMBER MM/DD/YYYY MM/DD/YYYY LIMITS X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 2,000,000 CLAIMS-MADE FX OCCUR PREM SDAMAGES Ea oNcurDrence $ 500,000 MED EXP(Any one person) $ 15,000 A Y Y BKS(26)56609535 04/09/2025 04/09/2026 PERSONAL&ADV INJURY $ 2,000,000 GEN'LAGGREGATE LIMITAPPLIES PER: GENERAL AGGREGATE $ 4,000,000 X POLICY ❑ PRO ❑ LOC PRODUCTS-COMP/OP AGG $ 4'000'000 JECT OTHER: $ AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $ 1,000,000 Ea accident ANYAUTO BODILY INJURY(Per person) $ B OWNED SCHEDULED BAS(26)56609535 04/09/2025 04/09/2026 BODILY INJURY(Pe r accide nt) $ AUTOS ONLY AUTOS X HIRED �/ NON-OWNED PROPERTY DAMAGE $ AUTOS ONLY /� AUTOS ONLY Per accident UMBRELLA LIAB X OCCUR EACH OCCURRENCE $ 2,000,000 C X EXCESS LAB CLAIMS-MADE EZXS3196630 04/09/2025 04/09/2026 AGGREGATE $ 2,000,000 DED I X1 RETENTION $ 0 $ WORKERS COMPENSATION ER/� STATUTE EORH AND EMPLOYERS'LIABI LI TY YIN 1,000,000 ANY PROPRIETOR/PARTNER/EXECUTIVE E.L.EACH ACCIDENT $ D OFFICER/MEMBER EXCLUDED? NIA Y EIG5234889-02 04/09/2025 04/09/2026 (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $ 1,000,000 If yes,describe under 1,000,000 DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $ E Professional Liability ach Claim $3,000,000 D PT2000323E 04/09/2025 04/09/2026 Aggregate Limit $3,000,000 Deductible Each Claim $10,000 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached if more space is required) Digitally si ned City of Santa Ana,its City Council,officers,officials,employees,agents,and volunteers are included as additional insured subject to the policy terms, Tu Trd n byTuTran Nguyen conditions,and exclusions. Nguyen Date:202s 0.03 14:33:55-0 '00' APPROVED By Tu Tran Nguyen at 2:33 pm,Oct 03,2025 CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF,NOTICE WILL BE DELIVERED IN City of Santa Ana Planning and Building Agency ACCORDANCE WITH THE POLICY PROVISIONS. 20 Civic Center Plaza,M-20 AUTHORIZED REPRESENTATIVE Santa Ana CA 92702 �Qt,(:ih t 4, � @ 1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD Policy Number: BKS(26)56609535 COMMERCIAL GENERAL LIABILITY CG88100413 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. COMMERCIAL GENERAL LIABILITY EXTENSION This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART INDEX SUBJECT PAGE NON-OWNED AIRCRAFT 2 NON-OWNED WATERCRAFT 2 PROPERTY DAMAGE LIABILITY - ELEVATORS 2 EXTENDED DAMAGE TO PROPERTY RENTED TO YOU (Tenant's Property Damage) 2 MEDICAL PAYMENTS EXTENSION 3 EXTENSION OF SUPPLEMENTARY PAYMENTS -COVERAGES A AND B 3 ADDITIONAL INSUREDS - BY CONTRACT, AGREEMENT OR PERMIT 3 PRIMARY AND NON-CONTRIBUTORY- ADDITIONAL INSURED EXTENSION 5 ADDITIONAL INSUREDS - EXTENDED PROTECTION OF YOUR "LIMITS OF INSURANCE" 6 WHO IS AN INSURED -INCIDENTAL MEDICAL ERRORS/MALPRACTICE AND WHO IS AN INSURED - FELLOW EMPLOYEE EXTENSION - MANAGEMENT EMPLOYEES 6 NEWLY FORMED OR ADDITIONALLY ACQUIRED ENTITIES 7 FAILURE TO DISCLOSE HAZARDS AND PRIOR OCCURRENCES 7 KNOWLEDGE OF OCCURRENCE, OFFENSE, CLAIM OR SUIT 7 LIBERALIZATION CLAUSE 7 BODILY INJURY REDEFINED 7 EXTENDED PROPERTY DAMAGE 8 WAIVER OF TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO US - 8 WHEN REQUIRED IN A CONTRACT OR AGREEMENT WITH YOU © 2013 Liberty Mutual Insurance CG 88 10 04 13 Includes copyrighted material of Insurance Services Office,Inc.,with its permission. Page 1 of 8 Policy Number: BKS(26)56609535 With respect to coverage afforded by this endorsement, the provisions of the policy apply unless modified by the endorsement. A. NON-OWNED AIRCRAFT Under Paragraph 2. Exclusions of Section I - Coverage A - Bodily Injury And Property Damage Liability, exclusion g. Aircraft, Auto Or Watercraft does not apply to an aircraft provided: 1. It is not owned by any insured; 2. It is hired, chartered or loaned with a trained paid crew; 3. The pilot in command holds a currently effective certificate, issued by the duly constituted authority of the United States of America or Canada, designating her or him a commercial or airline pilot; and 4. It is not being used to carry persons or property for a charge. However, the insurance afforded by this provision does not apply if there is available to the insured other valid and collectible insurance, whether primary, excess (other than insurance written to apply specifically in excess of this policy), contingent or on any other basis, that would also apply to the loss covered under this provision. B. NON-OWNED WATERCRAFT Under Paragraph 2. Exclusions of Section I -Coverage A - Bodily Injury And Property Damage Liability, Subparagraph (2) of exclusion g. Aircraft, Auto Or Watercraft is replaced by the following: This exclusion does not apply to: (2) A watercraft you do not own that is: (a) Less than 52 feet long; and N (b) Not being used to carry persons or property for a charge. C. PROPERTY DAMAGE LIABILITY - ELEVATORS 1. Under Paragraph 2. Exclusions of Section I - Coverage A - Bodily Injury And Property Damage Liabil- ity, Subparagraphs (3), (4) and (6) of exclusion j. Damage To Property do not apply if such "property damage" results from the use of elevators. For the purpose of this provision, elevators do not include vehicle lifts. Vehicle lifts are lifts or hoists used in automobile service or repair operations. 2. The following is added to Section IV - Commercial General Liability Conditions, Condition 4. Other Insurance, Paragraph b. Excess Insurance: The insurance afforded by this provision of this endorsement is excess over any property insurance, whether primary, excess, contingent or on any other basis. D. EXTENDED DAMAGE TO PROPERTY RENTED TO YOU (Tenant's Property Damage) If Damage To Premises Rented To You is not otherwise excluded from this Coverage Part: 1. Under Paragraph 2. Exclusions of Section I -Coverage A- Bodily Injury and Property Damage Liability: a. The fourth from the last paragraph of exclusion j. Damage To Property is replaced by the follow- ing: Paragraphs (1), (3) and (4) of this exclusion do not apply to "property damage" (other than damage by fire, lightning, explosion, smoke, or leakage from an automatic fire protection system) to: (i) Premises rented to you for a period of 7 or fewer consecutive days; or (ii) Contents that you rent or lease as part of a premises rental or lease agreement for a period of more than 7 days. Paragraphs (1), (3) and (4) of this exclusion do not apply to "property damage" to contents of premises rented to you for a period of 7 or fewer consecutive days. A separate limit of insurance applies to this coverage as described in Section III - Limits of Insurance. © 2013 Liberty Mutual Insurance CG 88 10 04 13 Includes copyrighted material of Insurance Services Office,Inc.,with its permission. Page 2 of 8 Policy Number: BKS(26)56609535 b. The last paragraph of subsection 2. Exclusions is replaced by the following: Exclusions c. through n. do not apply to damage by fire, lightning, explosion, smoke or leakage from automatic fire protection systems to premises while rented to you or temporarily occupied by you with permission of the owner. A separate limit of insurance applies to Damage To Premises Rented To You as described in Section III -Limits Of Insurance. 2. Paragraph 6. under Section III -Limits Of Insurance is replaced by the following: 6. Subject to Paragraph 5. above, the Damage To Premises Rented To You Limit is the most we will pay under Coverage A for damages because of "property damage" to: a. Any one premise: (1) While rented to you; or (2) While rented to you or temporarily occupied by you with permission of the owner for damage by fire, lightning, explosion, smoke or leakage from automatic protection sys- tems; or b. Contents that you rent or lease as part of a premises rental or lease agreement. 3. As regards coverage provided by this provision D. EXTENDED DAMAGE TO PROPERTY RENTED TO YOU (Tenant's Property Damage) - Paragraph 9.a. of Definitions is replaced with the following: 9.a. A contract for a lease of premises. However, that portion of the contract for a lease of premises that indemnifies any person or organization for damage by fire, lightning, explosion, smoke, or leakage from automatic fire protection systems to premises while rented to you or temporarily occupied by you with the permission of the owner, or for damage to contents of such premises that are included in your premises rental or lease agreement, is not an "insured contract". E. MEDICAL PAYMENTS EXTENSION If Coverage C Medical Payments is not otherwise excluded, the Medical Payments provided by this policy are amended as follows: Under Paragraph 1. Insuring Agreement of Section I - Coverage C - Medical Payments, Subparagraph (b) of Paragraph a. is replaced by the following: (b) The expenses are incurred and reported within three years of the date of the accident; and F. EXTENSION OF SUPPLEMENTARY PAYMENTS -COVERAGES A AND B 1. Under Supplementary Payments -Coverages A and B, Paragraph 1.b. is replaced by the following: b. Up to $3,000 for cost of bail bonds required because of accidents or traffic law violations arising out of the use of any vehicle to which the Bodily Injury Liability Coverage applies. We do not have to furnish these bonds. 2. Paragraph 1.d. is replaced by the following: ° d. All reasonable expenses incurred by the insured at our request to assist us in the investigation or defense of the claim or "suit", including actual loss of earnings up to $500 a day because of time off from work. G. ADDITIONAL INSUREDS -BY CONTRACT, AGREEMENT OR PERMIT 1. Paragraph 2. under Section II -Who Is An Insured is amended to include as an insured any person or organization whom you have agreed to add as an additional insured in a written contract, written agreement or permit. Such person or organization is an additional insured but only with respect to liability for "bodily injury", "property damage" or "personal and advertising injury" caused in whole or in part by: a. Your acts or omissions, or the acts or omissions of those acting on your behalf, in the performance of your on going operations for the additional insured that are the subject of the written contract or written agreement provided that the "bodily injury" or "property damage" occurs, or the "per- sonal and advertising injury" is committed, subsequent to the signing of such written contract or written agreement; or © 2013 Liberty Mutual Insurance CG 88 10 04 13 Includes copyrighted material of Insurance Services Office,Inc.,with its permission. Page 3 of 8 Policy Number: BKS(26)56609535 b. Premises or facilities rented by you or used by you; or c. The maintenance, operation or use by you of equipment rented or leased to you by such person or organization; or d. Operations performed by you or on your behalf for which the state or political subdivision has issued a permit subject to the following additional provisions: (1) This insurance does not apply to "bodily injury", "property damage", or "personal and ad- vertising injury" arising out of the operations performed for the state or political subdivision; (2) This insurance does not apply to "bodily injury" or "property damage" included within the "completed operations hazard". (3) Insurance applies to premises you own, rent, or control but only with respect to the following hazards: (a) The existence, maintenance, repair, construction, erection, or removal of advertising signs, awnings, canopies, cellar entrances, coal holes, driveways, manholes, marquees, " hoist away openings, sidewalk vaults, street banners, or decorations and similar expo- sures; or (b) The construction, erection, or removal of elevators; or (c) The ownership, maintenance, or use of any elevators covered by this insurance. 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 insur- ance 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. With respect to Paragraph 1.a. above, a person's or organization's status as an additional insured under this endorsement ends when: (1) All work, including materials, parts or equipment furnished in connection with such work, on the project (other than service, maintenance or repairs) to be performed by or on behalf of the additional insured(s) at the location of the covered operations has been completed; or (2) That portion of "your work" out of which the injury or damage arises has been put to its intended use by any person or organization other than another contractor or subcontractor engaged in performing operations for a principal as a part of the same project. With respect to Paragraph 1.b. above, a person's or organization's status as an additional insured under this endorsement ends when their written contract or written agreement with you for such premises or facilities ends. With respects to Paragraph 1.c. above, this insurance does not apply to any "occurrence" which takes place after the equipment rental or lease agreement has expired or you have returned such equipment to the lessor. The insurance provided by this endorsement applies only if the written contract or written agreement is signed prior to the "bodily injury" or "property damage". We have no duty to defend an additional insured under this endorsement until we receive written notice of a "suit" by the additional insured as required in Paragraph b. of Condition 2. Duties In the Event Of Occurrence, Offense, Claim Or Suit under Section IV - Commercial General Liability Condi- tions. © 2013 Liberty Mutual Insurance CG 88 10 04 13 Includes copyrighted material of Insurance Services Office,Inc.,with its permission. Page 4 of 8 Policy Number: BKS(26)56609535 2. With respect to the insurance provided by this endorsement, the following are added to Paragraph 2. Exclusions under Section I -Coverage A-Bodily Injury And Property Damage Liability: This insurance does not apply to: a. "Bodily injury" or "property damage" arising from the sole negligence of the additional insured. b. "Bodily injury" or "property damage" that occurs prior to you commencing operations at the location where such "bodily injury" or "property damage" occurs. c. "Bodily injury", "property damage" or "personal and advertising injury" arising out of the render- ing of, or the failure to render, any professional architectural, engineering or surveying services, including: (1) The preparing, approving, or failing to prepare or approve, maps, shop drawings, opinions, reports, surveys, field orders, change orders or drawings and specifications; or (2) Supervisory, inspection, architectural or engineering activities. This exclusion applies even if the claims against any insured allege negligence or other wrongdoing in the supervision, hiring, employment, training or monitoring of others by that insured, if the "occur- rence" which caused the "bodily injury" or "property damage", or the offense which caused the "personal and advertising injury", involved the rendering of, or the failure to render, any professional architectural, engineering or surveying services. d. "Bodily injury" or "property damage" occurring after: (1) All work, including materials, parts or equipment furnished in connection with such work, on the project (other than service, maintenance or repairs) to be performed by or on behalf of the additional insured(s) at the location of the covered operations has been completed; or (2) That portion of "your work" out of which the injury or damage arises has been put to its intended use by any person or organization other than another contractor or subcontractor engaged in performing operations for a principal as a part of the same project. e. Any person or organization specifically designated as an additional insured for ongoing operations by a separate ADDITIONAL INSURED -OWNERS, LESSEES OR CONTRACTORS endorsement is- sued by us and made a part of this policy. 3. 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: a. Required by the contract or agreement; or b. 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 Declaratio ns. H. PRIMARY AND NON-CONTRIBUTORY ADDITIONAL INSURED EXTENSION This provision applies to any person or organization who qualifies as an additional insured under any form or endorsement under this policy. Condition 4. Other Insurance of SECTION IV - COMMERCIAL GENERAL LIABILITY CONDITIONS is amend- ed as follows: a. The following is added to Paragraph a. Primary Insurance: If an additional insured's policy has an Other Insurance provision making its policy excess, and you have agreed in a written contract or written agreement to provide the additional insured coverage on a primary and noncontributory basis, this policy shall be primary and we will not seek contribution from the additional insured's policy for damages we cover. © 2013 Liberty Mutual Insurance CG 88 10 04 13 Includes copyrighted material of Insurance Services Office,Inc.,with its permission. Page 5 of 8 Policy Number: BKS(26)56609535 b. The following is added to Paragraph b. Excess Insurance: When a written contract or written agreement, other than a premises lease, facilities rental contract or agreement, an equipment rental or lease contract or agreement, or permit issued by a state or political subdivision between you and an additional insured does not require this insurance to be primary or primary and non-contributory, this insurance is excess over any other insurance for which the addi- tional insured is designated as a Named Insured. Regardless of the written agreement between you and an additional insured, this insurance is excess over any other insurance whether primary, excess, contingent or on any other basis for which the additional insured has been added as an additional insured on other policies. I. ADDITIONAL INSUREDS -EXTENDED PROTECTION OF YOUR "LIMITS OF INSURANCE" This provision applies to any person or organization who qualifies as an additional insured under any form or endorsement under this policy. N 1. The following is added to Condition 2. Duties In The Event Of Occurrence, Offense, Claim or Suit: An additional insured under this endorsement will as soon as practicable: a. Give written notice of an "occurrence" or an offense that may result in a claim or "suit" under this insurance to us; b. Tender the defense and indemnity of any claim or "suit" to all insurers whom also have insurance available to the additional insured; and c. Agree to make available any other insurance which the additional insured has for a loss we cover under this Coverage Part. d. We have no duty to defend or indemnify an additional insured under this endorsement until we receive written notice of a "suit" by the additional insured. 2. The limits of insurance applicable to the additional insured are those specified in a written contract or written agreement or the limits of insurance as stated in the Declarations of this policy and defined in Section III - Limits of Insurance of this policy, whichever are less. These limits are inclusive of and not in addition to the limits of insurance available under this policy. J. WHO IS AN INSURED -INCIDENTAL MEDICAL ERRORS/ MALPRACTICE WHO IS AN INSURED -FELLOW EMPLOYEE EXTENSION -MANAGEMENT EMPLOYEES Paragraph 2.a.(1) of Section II -Who Is An Insured is replaced with the following: (1) "Bodily injury" or "personal and advertising injury": (a) To you, to your partners or members (if you are a partnership or joint venture), to your members (if you are a limited liability company), to a co-"employee" while in the course of his or her employ- ment or performing duties related to the conduct of your business, or to your other "volunteer workers" while performing duties related to the conduct of your business; (b) To the spouse, child, parent, brother or sister of that co-"employee" or "volunteer worker" as a consequence of Paragraph (1) (a) above; (c) For which there is any obligation to share damages with or repay someone else who must pay damages because of the injury described in Paragraphs (1) (a) or (b) above; or (d) Arising out of his or her providing or failing to provide professional health care services. However, if you are not in the business of providing professional health care services or providing profes- sional health care personnel to others, or if coverage for providing professional health care ser- vices is not otherwise excluded by separate endorsement, this provision (Paragraph (d)) does not apply. Paragraphs (a) and (b) above do not apply to "bodily injury" or "personal and advertising injury" caused by an "employee" who is acting in a supervisory capacity for you. Supervisory capacity as used herein means the "employee's" job responsibilities assigned by you, includes the direct supervision of other "employ- ees" of yours. However, none of these "employees" are insureds for "bodily injury" or "personal and © 2013 Liberty Mutual Insurance CG 88 10 04 13 Includes copyrighted material of Insurance Services Office,Inc.,with its permission. Page 6 of 8 Policy Number: BKS(26)56609535 advertising injury" arising out of their willful conduct, which is defined as the purposeful or willful intent to cause "bodily injury" or "personal and advertising injury", or caused in whole or in part by their intoxica- tion by liquor or controlled substances. The coverage provided by provision J. is excess over any other valid and collectable insurance available to your "employee". K. NEWLY FORMED OR ADDITIONALLY ACQUIRED ENTITIES Paragraph 3. of Section II -Who Is An Insured is replaced by the following: 3. Any organization you newly acquire or form and over which you maintain ownership or majority interest, will qualify as a Named Insured if there is no other similar insurance available to that organization. However: a. Coverage under this provision is afforded only until the expiration of the policy period in which the entity was acquired or formed by you; b. Coverage A does not apply to "bodily injury" or "property damage" that occurred before you acquired or formed the organization; and c. Coverage B does not apply to "personal and advertising injury" arising out of an offense committed before you acquired or formed the organization. d. Records and descriptions of operations must be maintained by the first Named Insured. No person or organization is an insured with respect to the conduct of any current or past partnership, joint venture or limited liability company that is not shown as a Named Insured in the Declarations or qualifies as an insured under this provision. L. FAILURE TO DISCLOSE HAZARDS AND PRIOR OCCURRENCES Under Section IV - Commercial General Liability Conditions, the following is added to Condition 6. Repre- sentations: Your failure to disclose all hazards or prior 'occurrences" existing as of the inception date of the policy shall not prejudice the coverage afforded by this policy provided such failure to disclose all hazards or prior 'occurrences" is not intentional. M. KNOWLEDGE OF OCCURRENCE, OFFENSE, CLAIM OR SUIT Under Section IV - Commercial General Liability Conditions, the following is added to Condition 2. Duties In The Event of Occurrence, Offense, Claim Or Suit: Knowledge of an 'occurrence", offense, claim or "suit' by an agent, servant or "employee" of any insured shall not in itself constitute knowledge of the insured unless an insured listed under Paragraph 1. of Section II -Who Is An Insured or a person who has been designated by them to receive reports of "occurrences", offenses, claims or "suits" shall have received such notice from the agent, servant or "employee". N. LIBERALIZATION CLAUSE If we revise this Commercial General Liability Extension Endorsement to provide more coverage without additional premium charge, your policy will automatically provide the coverage as of the day the revision is effective in your state. O. BODILY INJURY REDEFINED Under Section V -Definitions, Definition 3. is replaced by the following: 3. "Bodily Injury" means physical injury, sickness or disease sustained by a person. This includes mental anguish, mental injury, shock, fright or death that results from such physical injury, sick- ness or disease. © 2013 Liberty Mutual Insurance CG 88 10 04 13 Includes copyrighted material of Insurance Services Office,Inc.,with its permission. Page 7 of 8 Policy Number: BKS(26)56609535 P. EXTENDED PROPERTY DAMAGE Exclusion a. of COVERAGE A. BODILY INJURY AND PROPERTY DAMAGE LIABILITY is 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. Q. WAIVER OF TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO US - WHEN REQUIRED IN A CONTRACT OR AGREEMENT WITH YOU Under Section IV - Commercial General Liability Conditions, the following is added to Condition 8. Trans- fer Of Rights Of Recovery Against Others To Us: We waive any right of recovery we may have against a person or organization because of payments we make for injury or damage arising out of your ongoing operations or "your work" done under a " contract with that person or organization and included in the "products-completed operations hazard" provided: 1. You and that person or organization have agreed in writing in a contract or agreement that you waive such rights against that person or organization; and o 2. The injury or damage occurs subsequent to the execution of the written contract or written agree- ment. © 2013 Liberty Mutual Insurance CG 88 10 04 13 Includes copyrighted material of Insurance Services Office,Inc.,with its permission. Page 8 of 8 Policy Number PT 2000323G This Endorsement modifies insurance provided under the following: Common Policy Terms And Conditions Professional And Technology Errors And Omissions Liability Media Liability Network Security And Privacy Liability ADDITIONAL INSURED ENDORSEMENT It is agreed: If a covered Claim against an Insured includes a covered Claim against the individual(s) or entity(ies) scheduled below for a Wrongful Act committed by the Insured, such individual(s) or entity(ies) shall also be afforded coverage under this Policy subject to all applicable terms, conditions, exclusions and limitations. There is no coverage under this Policy for any Claim based upon, arising out of, directly or indirectly resulting from or in consequence of any Wrongful Act committed by such scheduled individual(s) or entity(ies). Schedule of Individual(s)or Entity(s): Effective Date: 05/05/2025 12:01 AM CITY OF SANTA ANA PLANNING AND BUILDING AGENCY 20 CIVIC CENTER PLAZA SANTA ANA, CA 92701 All other terms and conditions of this Policy remain unchanged. This endorsement is a part of the Named Insured's Policy and takes effect on the effective date of the Named Insured's Policy, unless another effective date is shown. PT 101 (08-15) Page 1 of 1 ENDORSEMENT #5 Page 1 of2 This endorsement, issued by Mount Vernon Fire Insurance Company to METROPOLITAN PLANNING GROUP DBA: M-GROUP forms a part of Policy Number PT 2000323G effective on 10/2/2025 (MO. DAY YR.) at 12:01 A.M. WAIVER OF SUBROGATION ENDORSEMENT In consideration of no change in premium it is hereby agreed and understood that SCHEDULE Name(s) of person(s) or entity(ies): City of Santa Ana, its City Council, officers, officials, employees, agents and volunteers Planning and Building Agency 20 Civic Center Plaza, Santa Ana, CA 92701 Information required to complete this Schedule, if not shown above, will be shown in the Declarations. _X_ Scheduled Waiver - Applies only to the person(s) or entity(ies) scheduled above. Blanket Waiver -Applies to any person(s) or entity(ies) with whom the Named Insured has agreed by written contract to waive subrogation. Premium: The premium charge for this endorsement shall be $0 It is agreed that COMMON POLICY TERMS AND CONDITIONS, Section X. SUBROGATION does not apply to the person(s) or entity(s) shown in the Schedule above or, if "Blanket Waiver" is selected, to any person(s) or entity(ies) with whom the Named Insured has agreed by written contract to waive subrogation. This endorsement shall only apply if: (1) Scheduled Waiver or Blanket Waiver are selected; and (2) Subrogation is waived by written contract in effect prior to payment being made under this Policy; and (3) Waiver of subrogation is required by a written contract for Professional Services. If Scheduled Waiver is selected, this endorsement shall not apply to any person(s) or entity(ies) not scheduled. The above applies only to the following Coverage Part(s) checked below: (X) Coverage Part A Professional And Technology Errors and Omissions Liability (X) Coverage Part B Media Liability (X) Coverage Part C Network Security and Privacy Liability (X) Coverage Part D Privacy Breach Expense and Cyber Extortion Threat Expense ENDORSEMENT #5 Page 2 of This endorsement, issued by Mount Vernon Fire Insurance Company to METROPOLITAN PLANNING GROUP DBA: M-GROUP forms a part of Policy Number PT 2000323G effective on 10/2/2025 (MO. DAY YR.) at 12.01 A.M. WAIVER OF SUBROGATION ENDORSEMENT All other terms and conditions of this Policy remain unchanged. POLICY NUMBER: BAS (26)56 60 95 35 COMMERCIAL AUTO CA 20 48 02 99 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE REACH IT CAREFULLY. DESIGNATED INSURED This endorsement modifies insurance provided under the following: BUSINESS AUTO 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 modified by this endorsement. This endorsement identifies person(s) or organization(s) who are "insureds" under the Who Is An Insured Provi sion of the Coverage Form. This endorsement does not alter coverage provided in the Coverage Form. This endorsement changes the policy effective on the inception date of the policy unless another date is indi- cated below. Endorsement Effective: Countersigned By: 05/02/2025 Named Insured: METROPOLITAN PLANNING GROUP (Authorized Representative) SCHEDULE Name of Person(s) or Organization(s) City of Santa Ana 20 Civic Center Plaza, M-20 Santa Ana, CA 92702 (If no entry appears above, information required to complete this endorsement will be shown in the Declarations as applicable to the endorsement.) Each person or organization shown in the Schedule is an "insured" for Liability Coverage, but only to the extent that person or organization qualifies as an "insured" under the Who Is An Insured Provision contained in Section 11 of the Coverage Form. CA 20 48 02 99 Copyright, Insurance Services Office, Inc., 1998 Page 1 of 1 05/13/2025 56609535 N0114620 EC Insured Copy POLICY NUMBER: BAS (26) 56 60 95 35 COMMERCIAL AUTO CA 88 62 01 13 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. WAIVER OF TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO US This endorsement modifies insurance provided under the following: BUSINESS AUTO COVERAGE FORM GARAGE COVERAGE FORM The Transfer Of Rights of Recovery Against Others 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 "accident" or the "loss" under a contract with that person or organization. SCHEDULE Name(s)of Person(s)or Organization(s): City of Santa Ana, its City Council, officers, officials, employees, agents, and volunteers City of Santa Ana Planning and Building Agency 20 Civic Center Plaza, M-20 Santa Ana, CA 92702 (If no name appears above, the information required to complete this endorsement will be shown in the Declarations as applicable to this endorsement). °2013 Liberty Mutual Insurance CA 88 62 01 13 Includes copyrighted material of Insurance Services Office, Inc.,with its permission. Page 1 of 1 05/13/2025 56609535 N0114620 EC Insured Copy WORKERS COMPENSATION AND EMPLOYERS LIABILITY INSURANCE POLICY WC 04 03 06 (Ed.4-84) WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT-CALIFORNIA We have the right to recover our payments from anyone liable for an injury covered by this policy.We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) You must maintain payroll records accurately segregating the remuneration of your employees while engaged in the work described in the Schedule. The additional premium for this endorsement shall be 2 % of the California workers' compensation premium otherwise due on such remuneration. Schedule Person or Organization Job Description With respect to all employees subject to the workers' compensation laws of the state of California, any person or organization for whom the Named Insured has agreed by written contract to furnish this waiver. This policy is subject to a minimum charge of$250 for the.issuance of waivers of subrogation This endorsement changes the policy to which it is attached and is effective on the date issued unless otherwise stated. (The information below is required only when this endorsement is issued subsequent to preparation of the policy.) This endorsement, effective 04/09/2025 at 12:01 AM standard time, forms a part of Policy No. EIG 5234889 02 Of the EMPLOYERS PREFERRED INS. CO. Carrier Code 00920 Issued to METROPOLITAN PLANNING GROUP Endorsement No. Premium $14,289 Countersigned at on By g Y Authorized Representative {SIC 04 03 06 (Ed. 4-84) ©1998 by the Workers'Compensation Insurance Rating Bureau of California.All rights reserved. DATE(MM/DD/YYYY) A�" CERTIFICATE OF LIABILITY INSURANCE 4/13/2026 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED,the policy(ies)must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT NAME: Brie McConnell Patriot Growth Insurance Services, LLC PHONE FAX P.O. Box 1310 A/C No Ext: 714-733-6200 A/C,NO):714E-M -252-8253 Huntington Beach CA 92647 ADDRESS: Brie.McconnelI@patriotgis.com INSURER(S)AFFORDING COVERAGE NAIC# License#:OM56067 INSURERA: Chubb Group of Insurance Companies INSURED METRPLA-01 INSURERB: Employers Preferred Insurance Company 10346 Metropolitan Planning Group INSURERC: Mount Vernon Fire Insurance Company 26522 307 Orchard City Drive Suite 100 INSURERD: Campbell CA 95008 INSURERE: INSURER F: COVERAGES CERTIFICATE NUMBER:1409618225 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR TYPE OF INSURANCE ADDL SUBR POLICY EFF POLICY EXP LIMITS LTR INSD WVD POLICYNUMBER MM/DD MM/DD A X COMMERCIAL GENERAL LIABILRY D03650960 4/9/2026 4/9/2027 EACH OCCURRENCE $2,000,000 CLAIMS-MADE OCCUR PREMISES DAMAGE TO PREMISES Ea occurrence) ccurrence $500,000 MED EXP(Any one person) $15,000 PERSONAL&ADV INJURY $2,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $4,000,000 POLICY PRO ❑ LOC PRODUCTS-COMP/OP AGG $4,000,000 X El JECT OTHER: $ A AUTOMOBILE LIABILITY D03650960 4/9/2026 4/9/2027 COMBINED SINGLE LIMIT $1,000,000 Ea accident ANY AUTO BODILY INJURY(Per person) $ OWNED SCHEDULED BODILY INJURY(Per accident) $ AUTOS ONLY AUTOS X HIRED X NON-OWNED PROPERTY DAMAGE $ AUTOS ONLY AUTOS ONLY Per accident A X UMBRELLA LIAB X OCCUR D03650984 4/9/2026 4/9/2027 EACH OCCURRENCE $2,000,000 EXCESS LAB CLAIMS-MADE AGGREGATE $2,000,000 DED RETENTION$ $ B WORKERS COMPENSATION EIG523488903 4/9/2026 4/9/2027 X PER OTH- AND EMPLOYERS'LIABILITY Y/N STATUTE ER ANYPROPRIETOR/PARTNER/EXECUTIVE E.L.EACH ACCIDENT $1,000,000 OFFICE R/M EMBER EXCLUDED? ❑ N/A (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $1,000,000 If yes,describe under DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $1,000,000 C Professional Liability PT 2000323H 4/9/2026 4/9/2027 Aggregate $3000000 Each Claim $3,000,000 Deductible $10,000 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached if more space is required) Proof of Insurance APPROVED By Tu Tran Nguyen at 10:31 am,Jun 24,2026 CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. City of Santa Ana 20 Civic Center Plaza AUTHORIZED REPRESENTATIVE Santa Ana CA 92702 ( ' ©1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD BUSINESSOWNERS LIABILITY ENHANCEMENTS ENDORSEMENT Named Insured Endorsement Number METROPOLITAN PLANNING GROUP BOP47635a0716 Policy Symbol Policy Number Policy Period Effective Date of Endorsement SER I D03650960 04-09-2026 to 04-09-2027 04-09-2026 Issued By(Name of Insurance Company) Pacific Employers THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. This endorsement modifies insurance provided under the following: BUSINESSOWNERS COVERAGE FORM TABLE OF CONTENTS Page Supplementary Payments—Bail Bonds And Bonds To Appeal Judgments—No Sublimit 2 Medical Expenses—Three Years To Report Expenses 2 Non-Owned Watercraft Under 55 Feet 2 Non-Owned Aircraft 2 Damage To Property—Exception For Equipment Loaned Or Rented To Insured 2 Who Is An Insured—Subsidiaries Or Newly Acquired Or Formed Organizations 3 Who Is An Insured—Employees (including For CPR and First Aid And Volunteer Workers 3 Additional Insured —Lessor Of Leased Equipment 4 Additional Insured —Managers Or Lessors Of Premises 4 Additional Insured -Vendors 5 Additional Insured —Other Persons Or Organizations Pursuant To Contract Or Agreement 6 Damage To Premises Rented To You—$1,000,000 7 Per Location General Aggregate Limit With Combined Total Aggregate Limit 8 Knowledge/Notice Of Occurrence 9 Bodily Injury, Including Resulting Mental Anguish 9 Coverage Territory, Limited Worldwide 10 Personal Injury, Including Discrimination, Harassment And Segregation 10 Unintentional Failure To Disclose Hazards 10 Other Insurance, Including Primary Provision 10 Waiver Of Subrogation Required By Contract 11 This endorsement modifies the coverages provided under the Businessowners Coverage Form. Notwithstanding anything to the contrary, the provisions of the Businessowners Coverage Form apply, except as provided in this endorsement. The titles of the various paragraphs of this endorsement are inserted solely for convenience or reference and are not to be deemed in any way to limit or affect the provisions to which they relate. A. SUPPLEMENTARY PAYMENTS—BAIL BONDS AND BONDS TO APPEAL JUDGMENTS - NO SUBLIMIT In Section II - Liability, Paragraph A. Coverages, 1. f. Coverage Extension—Supplementary Payments, subparagraphs (1)(b) and (c) are replaced by the following: (b) The cost of bail bonds, but only for bond amounts within the available limit of insurance. We do not have to furnish these bonds. BOP-47635a(07/16) Includes copyrighted material of Insurance Services Office,with its permission, 2016. Page 1 of 11 (c) The cost of bonds to appeal judgments or release attachments, but only for amounts within the available limit of insurance. We do not have to furnish these bonds. B. MEDICAL EXPENSES—THREE YEARS TO REPORT EXPENSES In Section II—Liability, Paragraph A. Coverages, 2. Medical Expenses, subparagraph a.(b) is replaced by the following: (b) The expenses are incurred and reported to us within three years of the date of the accident; and C. NON-OWNED WATERCRAFT UNDER 55 FEET In Section II - Liability, Paragraph B. Exclusions, subparagraph (2) of Exclusion 1.g. Aircraft, Auto Or Watercraft is replaced by the following: This exclusion does not apply to: (2) A watercraft you do not own that is: (a) Less than 55 feet long; and (b) Not being used to carry persons or property for a charge; D. NON-OWNED AIRCRAFT In Section II - Liability, Paragraph B. Exclusions, the following exception is added to Exclusion 1.g. Aircraft, Auto or Watercraft in Section II—Liability: This exclusion does not apply to an aircraft you do not own provided: 1. The pilot in command holds a currently effective certificate, issued by the duly constituted authority of the United States of America or Canada, designating that person as a commercial or airline transport pilot; 2. It is rented with a trained, paid crew; and 3. It does not transport persons or cargo for a charge. E. DAMAGE TO PROPERTY-EXCEPTION FOR EQUIPMENT LOANED OR RENTED TO THE INSURED In Section II - Liability, Paragraph B. Exclusions, the following exception is added to Exclusion 1.k. Damage To Property: Paragraphs (3) and (4) of this exclusion do not apply to "property damage"to equipment rented or loaned to the insured, provided such equipment is not being used to perform any operations at a construction job site. F. WHO IS AN INSURED -SUBSIDIARIES OR NEWLY ACQUIRED OR FORMED ORGANIZATIONS In Section II - Liability, Paragraph C.Who is an Insured is amended to include the following: If there is no other insurance available, each of the following is also a Named Insured: BOP-47635a(07/16) Includes copyrighted material of Insurance Services Office,with its permission, 2016. Page 2 of 11 1. A subsidiary organization of the first Named Insured shown in the Declarations of which, at the beginning of the policy period and at the time of loss, the first Named Insured controls, either directly or indirectly, more than 50 percent of the interests entitled to vote generally in the election of the governing body of such organization; or 2. A subsidiary organization of the first Named Insured shown in the Declarations that the first Named Insured acquires or forms during the policy period, if at the time of loss the first Named Insured controls, either directly or indirectly, more than 50 percent of the interests entitled to vote generally in the election of the governing body of such organization. G. WHO IS AN INSURED - EMPLOYEES (INCLUDING CPR AND FIRST AID) AND VOLUNTEER WORKERS In Section II - Liability, Paragraph C.Who is an Insured, Paragraph 2.a. is replaced by the following: 2. Each of the following is also an insured: a. Your"employees" but only for acts within the scope of their employment by you or while performing duties related to the conduct of your business. However, no "employee" is an insured for: (1)"Bodily injury" or"personal and advertising injury": (a) To you, to any of your directors, managers, members, "executive officers" or partners (whether or not an "employee") or to any co-"employee"while such injured person is either in the course of his or her employment or while performing duties related to the conduct of your business; (b) To the brother, child, parent, sister or spouse of such injured person as a consequence of any injury described in Paragraph (a) above; or (c) For which there is any obligation to share damages with or repay someone else who must pay damages because of any injury described in Paragraph (a) or(b) above. With respect to "bodily injury" only, the limitations described in Paragraph 2.a.(1) above do not apply to you or to your directors, managers, members, "executive officers", partners or supervisors as insureds. The limitations also do not apply to your"employees" as insureds, with respect to such damages caused by cardiopulmonary resuscitation or first aid services administered by such an "employee". (2) "Property damage"to any property owned, occupied or used by you or by any of your directors, managers, members, "executive officers" or partners (whether or not an "employee") or by any of your"employees". This limitation does not apply to"property damage"to premises while rented to you or temporarily occupied by you with the permission of the owner. b. Your"volunteer workers", but only while acting within the scope of their activities for you and at your direction. H. ADDITIONAL INSUREDS In Section II - Liability, Paragraph C.Who is an Insured, the following is added: 2. Each of the following is also an insured: BOP-47635a(07/16) Includes copyrighted material of Insurance Services Office,with its permission, 2016. Page 3 of 11 LESSOR OF LEASED EQUIPMENT e. Any person or organization from whom you lease equipment, but only with respect to liability for "bodily injury", "property damage"or"personal and advertising injury" caused, in whole or in part, by your maintenance, operation or use of equipment leased to you by such person or organization and only if you are required by a contract or agreement to provide them with such insurance as is afforded by this policy. However, the insurance afforded to such additional insured: (1)Only applies to the extent permitted by law; and (2)Will not be broader than that which you are required by the contract or agreement to provide for such additional insured. With respect to the insurance afforded to these additional insureds, this insurance does not apply to any"occurrence"which takes place after the equipment lease expires. MANAGERS OR LESSORS OF PREMISES f. Any person or organization from whom you lease premises, but only with respect to liability arising out of the ownership, maintenance or use of that part of the premises leased to you and only if you are required by a contract or agreement to provide them with such insurance as is afforded by this policy. However, the insurance afforded to such additional insured: (1)Only applies to the extent permitted by law; and (2)Will not be broader than that which you are required by the contract or agreement to provide for such additional insured. With respect to the insurance afforded to these additional insureds, the following additional exclusions apply: This insurance does not apply to: (1) Any"occurrence"that takes place after you cease to be a tenant in such premises. (2)Structural alterations, new construction or demolition operations performed by or for such additional insureds. VENDORS g. Any person or organization who is a vendor of"your products", but only with respect to "bodily injury" or"property damage" arising out of"your products"which are distributed or sold in the regular course of the vendor's business. However: (1) The insurance afforded to such vendor only applies to the extent permitted by law; and (2) If coverage provided to the vendor is required by a contract or agreement, the BOP-47635a(07/16) Includes copyrighted material of Insurance Services Office,with its permission, 2016. Page 4 of 11 insurance afforded to such vendor will not be broader than that which you are required by the contract or agreement to provide for such vendor. With respect to the insurance afforded to these vendors, the following additional exclusions apply: (1) This insurance afforded the vendor does not apply to: (a) "Bodily injury" or"property damage"for which the vendor is obligated to pay damages by reason of the assumption of liability in a contract or agreement. This exclusion does not apply to the liability for damages that the vendor would have in the absence of the contract or agreement; (b) Any express warranty unauthorized by you; (c) Any physical or chemical change in the product made intentionally by the vendor; (d) Repackaging, except when unpacked solely for the purpose of inspection, demonstration, testing or the substitution of parts under instructions from the manufacturer, and then repackaged in the original container; (e) Any failure to make such inspections, adjustments, tests or servicing as the vendor has agreed to make or normally undertakes to make in the usual course of business, in connection with the distribution or sale of the products; (f) Demonstration, installation, servicing or repair operations, except such operations performed at the vendor's premises in connection with the sale of the product; (g) Products which, after distribution or sale by you, have been labeled or relabeled or used as a container, part or ingredient of any other thing or substance by or for the vendor; or (h) "Bodily injury" or"property damage" arising out of the sole negligence of the vendor for its own acts or omissions or those of its employees or anyone else acting on its behalf. However, this exclusion does not apply to: (i) The exceptions contained in Subparagraph (d) or(f); or (ii) Such inspections, adjustments, tests or servicing as the vendor has agreed to make or normally undertakes to make in the usual course of business, in connection with the distribution or sale of the products. (2) This insurance does not apply to any insured person or organization from whom you have acquired such products, or any ingredient, part or container entering into, accompanying or containing such products. With respect to the insurance afforded to these vendors, the following is added to Paragraph D. Liability And Medical Expenses Limits Of Insurance: If coverage provided by the vendor is required by a contract or agreement, the most we will pay on behalf of the vendor is the amount of insurance: (1) Required by the contract or agreement; or (3) Available under the applicable Limits Of Insurance shown in the Declarations; BOP-47635a(07/16) Includes copyrighted material of Insurance Services Office,with its permission, 2016. Page 5 of 11 whichever is less. This shall not increase the applicable Limits Of Insurance shown in the Declarations. OTHER PERSONS OR ORGANIZATIONS PURSUANT TO CONTRACT OR AGREEMENT h. Any persons or organizations that you are required by a contract or agreement to provide with such insurance as is afforded by this policy. However, such a person or organization is an insured only: (1) To the extent such contract or agreement requires the additional insured to be afforded status as an insured; and (2) For activities that did not occur, in whole or in part, before the execution of the contract or agreement. No person or organization is an insured under this provision: (1) That is more specifically identified under any other provision of Paragraph C.Who Is An Insured (regardless of any limitation applicable thereto). (2) With respect to any assumption of liability in a contract or agreement. This limitation does not apply to the liability for damages the additional insured would have in the absence of the contract or agreement. However, the insurance afforded to such persons or organizations: (1) Only applies to the extent permitted by law; and (2) Will not be broader than that which you are required by the contract or agreement to provide for such additional insured. The following is added at the end of Paragraph C.Who Is An Insured: No person or organization is an insured with respect to the conduct of any current or past partnership,joint venture or limited liability company that is not shown as a Named Insured in the Declarations. However, no person or organization is an insured with respect to the: a. Ownership, maintenance or use of any assets; or b. Conduct of any person or organization whose assets, business or organization; any Named Insured acquires, either directly or indirectly, for any: (1) "Bodily injury" or"property damage" that occurred; or (2) "Personal and advertising injury" arising out of an offense first committed; in whole or in part, before such acquisition is executed. With respect to the insurance afforded to the persons or organizations described in Paragraphs e., f, and h. above, the following is added to Paragraph D. Liability And Medical Expenses Limits Of Insurance: The most we will pay on behalf of such person or organization is the amount of insurance: BOP-47635a(07/16) Includes copyrighted material of Insurance Services Office,with its permission, 2016. Page 6 of 11 (1) Required by the contract or agreement; or (2) Available under the applicable Limits Of Insurance shown in the Declarations; whichever is less. This shall not increase the applicable Limits Of Insurance shown in the Declarations. I. DAMAGE TO PREMISES RENTED TO YOU —$1,000,000 In Section II - Liability, Paragraph D. Liability and Medical Expenses Limits of Insurance, Paragraphs 3. and 4. are deleted and replaced with the following: 3. Subject to the Liability And Medical Expenses Limits Of Insurance, the most we will pay under Business Liability Coverage for damages because of"property damage"to any one premises while rented to you or while temporarily occupied by you with permission of the owner is $1,000,000. 4. Aggregate Limits The most we will pay for: a. All "bodily injury" and "property damage"that is included in the "products-completed operations hazard" is twice the Liability and Medical Expenses limit. b. All: (1) "Bodily injury" and "property damage" except damages because of"bodily injury" or"property damage" included in the "products-completed operations hazard"; (2) Plus medical expenses; (3) Plus all "personal and advertising injury" caused by offenses committed; is twice the Liability and Medical Expenses Limit. The Limits of Insurance of Section II—Liability apply separately to each consecutive annual period and to any remaining period of less than 12 months, starting with the beginning of the policy period shown in the Declarations, unless the policy period is extended after issuance for an additional period of less than 12 months. In that case, the additional period will be deemed part of the last preceding period for purposes of determining the Limits of Insurance. J. PER LOCATION GENERAL AGGREGATE LIMIT WITH COMBINED TOTAL AGGREGATE LIMIT In Section II - Liability, Paragraph D. Liability and Medical Expenses Limits of Insurance, the following is added: 1. Subject to the Combined Total Aggregate Limit shown in the Declarations, for the sum of all damages that the insured becomes legally obligated to pay for all "bodily injury" and "property damage" caused by"occurrences" under Paragraph A.I. Business Liability, and for all medical expenses caused by accidents under Paragraph A.2. Medical Expenses, which can be attributed only to a single "location": BOP-47635a(07/16) Includes copyrighted material of Insurance Services Office,with its permission, 2016. Page 7 of 11 a. A separate Location General Aggregate Limit will apply to each 'location", and that limit is equal to the Other than Products/Completed Operations Aggregate Limit shown in the Declarations. b. The separate Location General Aggregate Limit is the most we will pay for the sum of all damages for"bodily injury" or"property damage" under Paragraph A.1. Business Liability, except in connection with "bodily injury" or"property damage" included in the "products- completed operations hazard", and for medical expenses under Paragraph A.2. Medical Expenses, regardless of the number of: (1) Insureds; (2) Claims made or"suits" brought; or (3) Persons or organizations making claims or bringing "suits". C. Any payments made under Paragraph A.1. or under Paragraph A.2. Medical Expenses shall reduce the separate Location General Aggregate Limit for that'location". Such payments shall not reduce the Other Than Products/Completed Operations Aggregate Limit shown in the Declarations nor shall they reduce the separate Location General Aggregate Limit for any other'location". d. The limits shown in the Declarations for Each Occurrence, Damage To Premises Rented To You and Medical Expense continue to apply. However, instead of being subject to the Other Than Products/Completed Operations Aggregate Limit shown in the Declarations, such limits will be subject to the applicable separate Location General Aggregate Limit. 2. Subject to the Combined Total Aggregate Limit shown in the Declarations, for the sum of all damages that the Insured becomes legally obligated to pay for all "bodily injury" or"property damage" caused by occurrences under Paragraph A.1. Business Liability and for all medical expenses caused by accidents under Paragraph A.2., which cannot be attributed only to operations at a single 'location". a. Any payments made under Paragraph A.1. Business Liability for damages or under Paragraph A.2. for medical expenses shall reduce the amount available under the Other Than Products/Completed Operations Aggregate Limit or the Products/Completed Operations Aggregate Limit, whichever is applicable; and b. Such payments shall not reduce the separate Location General Aggregate Limit applicable to a single 'location". 3. Subject to the separate Location General Aggregate Limit and all other applicable limits, the Combined Total Aggregate Limit shown in the Declarations is the most we will pay for the combined sum of amounts described above, regardless of the number of"locations". 4. Any payments we make for"bodily injury" or"property damage" included in the "products-completed operations hazard"will reduce the Products-Completed Operations Aggregate Limit regardless of the number of"locations", and not reduce the Other Than Products/Completed Operations Aggregate Limit nor the separate Location General Aggregate Limit applicable to a single 'location." 5. As used in this endorsement, "location" means premises involving the same or connecting lots, or premises whose connection is interrupted only by a street, roadway, waterway or right-of-way of a railroad. 6. The provisions of Paragraph D. Liability and Medical Expenses Limits Of Insurance not otherwise modified by this endorsement shall continue to apply as stipulated. K. KNOWLEDGE/NOTICE OF OCCURRENCE In Section II - Liability, Paragraph E. Liability and Medical Expenses General Conditions, 2. Duties In the Event Of Occurrence, Offense, Claim or Suit is amended to include the following: BOP-47635a(07/16) Includes copyrighted material of Insurance Services Office,with its permission, 2016. Page 8 of 11 e. Knowledge of an "occurrence" or offense by an agent or"employee"of the insured will not constitute knowledge by the insured, unless an "executive officer" (whether or not an "employee") of any insured or an "executive officer's" designee knows about such "occurrence" or offense. Failure of an agent or"employee" of the insured, other than an "executive officer" (whether or not an "employee") of any insured or an "executive officer's" designee, to notify us of an "occurrence" or offense that such person knows about will not affect the insurance afforded to you. f. If a claim or loss does not reasonably appear to involve this insurance, but it later develops into a claim or loss to which this insurance applies, the failure to report it to us will not violate this condition, provided the insured gives us immediate notice as soon as the insured is aware that this insurance may apply to such loss or claim. L. BODILY INJURY, INCLUDING RESULTING MENTAL ANGUISH In Section II - Liability, Paragraph F. Liability and Medical Expenses Definitions, paragraph 3. is deleted and replaced with the following: 3. "Bodily injury" means physical: a. Injury; b. Sickness; or c. Disease; sustained by a person, including resulting death, humiliation, mental anguish, mental injury or shock at any time. All such loss shall be deemed to occur at the time of the physical injury, sickness or disease. M. COVERAGE TERRITORY, LIMITED WORLDWIDE In Section II - Liability, Paragraph F. Liability and Medical Expenses Definitions, paragraph 4. is deleted and replaced by the following: 4. "Coverage territory" means all parts of the world. However, "coverage territory" does not include any: a. "Bodily injury" or"property damage" that takes place or any offense committed outside of the United States of America (including its possessions and territories), Canada and Puerto Rico, unless the insured's responsibility to pay damages is determined by a "suit" on the merits that is brought in the United States of America (including its possessions and territories), Canada or Puerto Rico; or b. Injury or damage in connection with any"suit" brought outside the United States of America (including its possessions and territories), Canada and Puerto Rico. N. PERSONAL INJURY, INCLUDING DISCRIMINATION, HARASSMENT AND SEGREGATION In Section II - Liability, Paragraph F. Liability and Medical Expenses Definitions, paragraph 14. is amended to include the following: h. Discrimination, harassment or segregation based on a person's age, color, national origin, race, religion or sex unless committed by or at the direction of any"executive officer", director, stockholder, partner or member of the insured. BOP-47635a(07/16) Includes copyrighted material of Insurance Services Office,with its permission, 2016. Page 9 of 11 O. UNINTENTIONAL FAILURE TO DISCLOSE HAZARDS In Section III—Common Policy Conditions, Paragraph C. Concealment, Misrepresentation or Fraud is amended to include the following additional paragraph: Unintentional failure of an "employee"of the insured to disclose a hazard or other material information will not violate this condition, unless an "executive officer" (whether or not an "employee")of any insured knows about such hazard or other material information. P. OTHER INSURANCE, INCLUDING PRIMARY PROVISION In Section III—Common Policy Conditions, Paragraph H. Other Insurance, subparagraphs 2. and 3. are replaced by the following: H. Other Insurance If other valid and collectible insurance is available to the insured for a loss we cover under this insurance, our obligations are limited as follows: 1. Primary Insurance This insurance is primary except when Paragraph 2 below applies. If this insurance is primary, our obligations are not affected unless any of the other insurance is also primary. Then, we will share with all that other insurance by the method described in Paragraph 3 below. 2. Excess Insurance a. This insurance is excess over: (1) Any of the other insurance, whether primary, excess, contingent or on any other basis: (a)That is Fire, Extended Coverage, Builder's Risk, Installation Risk or similar coverage for "your work"; (b)That is insurance that applies to "property damage"to premises rented to you or temporarily occupied by you with permission of the owner; or (c)If the loss arises out of aircraft, "autos" or watercraft to the extent not subject to Exclusion g. of Section II.B. Exclusions, 1. Applicable to Business Liability Coverage; or (2) Any other primary insurance available to you covering liability for damages arising out of the premises or operations for which you have been added as an additional insured. b. When this insurance is excess, we will have no duty to defend the insured against any"suit" if any other insurer has a duty to defend the insured against that"suit." If no other insurer defends, we will undertake to do so, but we will be entitled to the insured's rights against all those other insurers. c. When this insurance is excess over other insurance, we will pay only our share of the amount of the loss, if any, that exceeds the sum of: (1) The total amount that all such other insurance would pay for the loss in the absence of this insurance; BOP-47635a(07/16) Includes copyrighted material of Insurance Services Office,with its permission, 2016. Page 10 of 11 (2) The total of all deductible and self-insured amounts under all that other insurance. d. We will share the remaining loss, if any, with any other insurance that is not described in this Excess Insurance provision and was not brought specifically to apply in excess of the Limits of Insurance shown in the Declarations of this Coverage Part. 3. Method of Sharing If all of the other insurance permits contribution by equal shares, we will follow this method also. Under this approach, each insurer contributes equal amounts until it has paid its applicable limit of insurance or none of the loss remains, whichever comes first. If any of the other insurance does not permit contribution by equal shares, we will contribute by limits. Under this method, each insurer's share is based on the ratio of its applicable limit of insurance to the total applicable limits of insurance of all insurers. Q. WAIVER OF SUBROGATION REQUIRED BY CONTRACT In Section III—Common Policy Conditions, Paragraph K. Transfer of Rights of Recovery Against Others To Us, subparagraph 2. is replaced by the following: 2. Applicable to Businessowners Liability Coverage: We will waive the rights of recovery we would otherwise have had against another person or organization, for loss to which this insurance applies, provided the insured has waived their rights of recovery against such person or organization in a contract or agreement that is executed before such loss. To the extent that the insured's rights to recover all or part of any payment made under this Coverage Part have not been waived, those rights are transferred to us. The insured must do nothing after loss to impair them. At our request, the insured will bring "suit" or transfer those rights to us and help us enforce them. This paragraph does not apply to Medical Expenses Coverage. All other terms and conditions of the policy remain unchanged. BOP-47635a(07/16) Includes copyrighted material of Insurance Services Office,with its permission, 2016. Page 11 of 11 WORKERS COMPENSATION AND EMPLOYERS LIABILITY INSURANCE POLICY WC 04 03 06 (Ed. 4-84) WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT-CALIFORNIA We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) You must maintain payroll records accurately segregating the remuneration of your employees while engaged in the work described in the Schedule. The additional premium for this endorsement shall be 2 % of the California workers' compensation premium otherwise due on such remuneration. Schedule Person or Organization Job Description With respect to all employees subject to the workers' compensation laws of the state of California, any person or organization for whom the Named Insured has agreed by written contract to furnish this waiver. This policy is subject to a minimum charge of$250 for the issuance of waivers of subrogation This endorsement changes the policy to which it is attached and is effective on the date issued unless otherwise stated. (The information below is required only when this endorsement is issued subsequent to preparation of the policy.) This endorsement, effective 04/09/2026 at 12:01 AM standard time, forms a part of Policy No. EIG 5234889 03 Of the EMPLOYERS PREFERRED INS. CO. Carrier Code 00920 Issued to METROPOLITAN PLANNING GROUP Endorsement No. Premium $21 ,074 Countersigned at on By. Authorized Representative WC 04 03 06 (Ed. 4-84) 0 1998 by the Workers'Compensation Insurance Rating Bureau of California.All rights reserved. Policy#PT 2000323H This Endorsement modifies insurance provided under the following: Common Policy Terms And Conditions Professional And Technology Errors And Omissions Liability Media Liability Network Security And Privacy Liability ADDITIONAL INSURED ENDORSEMENT It is agreed: If a covered Claim against an Insured includes a covered Claim against the individual(s) or entity(ies) scheduled below for a Wrongful Act committed by the Insured, such individual(s) or entity(ies) shall also be afforded coverage under this Policy subject to all applicable terms, conditions, exclusions and limitations. There is no coverage under this Policy for any Claim based upon, arising out of, directly or indirectly resulting from or in consequence of any Wrongful Act committed by such scheduled individual(s) or entity(ies). Schedule of Individual(s)or Entity(s): Effective Date: 04/09/2026 CITY OF SANTA ANA PLANNING AND BUILDING AGENCY 20 CIVIC CENTER PLAZA SANTA ANA, CA 92701 All other terms and conditions of this Policy remain unchanged. This endorsement is a part of the Named Insured's Policy and takes effect on the effective date of the Named Insured's Policy,unless another effective date is shown. PT 101 (08-15) Page 1 of 1 ENDORSEMENT #2 Page 1 of 2 This endorsement, issued by Mount Vernon Fire Insurance Company to METROPOLITAN PLANNING GROUP DBA: M-GROUP forms a part of Policy Number PT 2000323H effective on 5/20/2026 (MO. DAY YR.) at 12:01 A.M. WAIVER OF SUBROGATION ENDORSEMENT In consideration of an additional premium of $89 it is hereby agreed and understood that SCHEDULE Name(s) of person(s) or entity(ies): CITY OF SANTA ANA PLANNING AND BUILDING AGENCY 20 CIVIC CENTER PLAZA, SANTA ANA, CA 92701 Information required to complete this Schedule, if not shown above, will be shown in the Declarations. ( X ) Scheduled Waiver - Applies only to the person(s) or entity(ies) scheduled above. ( ) Blanket Waiver -Applies to any person(s) or entity(ies) with whom the Named Insured has agreed by written contract to waive subrogation. Premium: The premium charge for this endorsement shall be $100 It is agreed that COMMON POLICY TERMS AND CONDITIONS, Section X. SUBROGATION does not apply to the person(s) or entity(s) shown in the Schedule above or, if "Blanket Waiver" is selected, to any person(s) or entity(ies) with whom the Named Insured has agreed by written contract to waive subrogation. This endorsement shall only apply if: (1) Scheduled Waiver or Blanket Waiver are selected; and (2) Subrogation is waived by written contract in effect prior to payment being made under this Policy; and (3) Waiver of subrogation is required by a written contract for Professional Services. If Scheduled Waiver is selected, this endorsement shall not apply to any person(s) or entity(ies) not scheduled. The above applies only to the following Coverage Part(s) checked below: (X) Coverage Part A Professional And Technology Errors and Omissions Liability (X) Coverage Part B Media Liability (X) Coverage Part C Network Security and Privacy Liability (X) Coverage Part D Privacy Breach Expense and Cyber Extortion Threat Expense ENDORSEMENT #2 Page 2 of 2 This endorsement, issued by Mount Vernon Fire Insurance Company to METROPOLITAN PLANNING GROUP DBA: M-GROUP forms a part of Policy Number PT 2000323H effective on 5/20/2026 (MO. DAY YR.) at 12.01 A.M. WAIVER OF SUBROGATION ENDORSEMENT All other terms and conditions of this Policy remain unchanged.