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HomeMy WebLinkAboutKIM TURNER, LLC lNSURANCLON FILE A-2025-072 WORK MAY NOULo UNTIL �NSU4Hhr.�rr EXPIRES jai 1`'i:L 0,ATE, n 3 2025 AGREEMENT BETWEEN HIM TURNER LLC AND CITY OF SANTA ANA TO PROVIDE RECRUITMENT, TRAINING, STAFFING AND vfaiubtol CONSULTING SERVICES � lhlk ' �b THIS AGREEMENT is made and entered into on this 20''day of May, 2025 by and between Kim Turner, LLC, a Limited Liability Corporation ("Consultant"), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California ("City7l). RECITALS A. On January 9, 2025, the City issued Request for Proposal No. 25-009 (REP), seeking proposals from qualified firms and organizations to provide recruitment, training, and staffing consulting services for the Police Department's Communications Division. B. Among the proposals submitted Kim Turner,LLC best met the City's specifications,demonstrated vast experience working with similar-sized California public agencies, and offered the most comprehensive level of experience among the firms capable of delivering the required level of service. C. Consultant represents that Consultant is able and willing to provide such services to the City. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field. NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth,the parties agree as follows: L SCOPE OF SERVICES Consultant shall perform during the term of this Agreement, the tasks and obligations including all labor, materials, tools, equipment, and incidental customary work required to fully and adequately complete the services described and set forth in the RFP's Scope of Services -Exhibit A, attached hereto and incorporated by reference. 2. COMPENSATION a. City agrees to pay, and Consultant agrees to accept as total payment for its services for City, the rates and charges identified in Consultant's Cost Proposal -Exhibit B. The total amount to be expended during the term of this Agreement shall not exceed$197,500. b. Payment by City shall be made within forty-five(45)days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. City and Consultant agree that all payments due and owing under this Agreement shall be made through Automated Clearing House (ACH) transfers. Consultant agrees to execute the City's standard ACH Vendor Payment Authorization and provide required documentation. Upon verification of the Page 1 of 9 data provided, the City will be authorized to deposit payments directly into Consultant's account(s) with financial institutions. Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City. 3. TERM This Agreement shall commence on May 20,2025, for a one(1) year term with the option for the City to grant up to two (2), one (1) year renewals, exercisable by a writing by the City Manager and the City Attorney,unless terminated earlier in accordance with Section 15,below. 4. INDEPENDENT CONTRACTOR Consultant shall, during the entire term of this Agreement, be construed to be an independent Consultant and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer-employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement;however,the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. 5. OWNERSHIP OF MATERIALS This Agreement creates a non-exclusive and perpetual license for City to copy,use,modify,reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents &Data which were provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk. 6. INSURANCE Prior to undertaking performance of work under this Agreement, Consultant shall maintain and shall require any subcontractors to obtain and maintain insurance as described below for the entire Term of this Agreement against claims for injuries to persons or damage to property which may arise from or in connection with services,products and materials supplied to City. Total cost of such insurance shall be borne by Consultant. Page 2 of 9 MINIMUM SCOPE AND LIMIT OF INSURANCE 1, Commercial General Liability(CGL): Insurance Services Office Form CG 00 01covering CGL on an "occurrence"basis, including products and completed operations,property damage,bodily injury and personal&advertising injury with limits no less than $1,000,000 per occurrence and$2,000,000 aggregate.Required policy limits can be met with primary and umbrella/excess insurance policies. 2. Automobile Liability: Insurance Services Office Form CA 00 01 covering Code I (any auto),with limits no less than$1,000,000 combined single limits.In the event Consultant does not maintain commercial automobile liability insurance,City will accept evidence of personal automobile insurance. 3. Workers' Compensation: as required by the State of California,with Statutory Limits, and Employer's Liability Insurance with limit of no less than $1,000,000 per accident,policy or employee,for bodily injury or disease. Coverage is not required if Consultant has no employees and signs request to waive such insurance. 4. Professional Liability Insurance: with limits no less than$1,000,000 per occurrence or claim, and $2,000,000 aggregate. If Consultant maintains broader coverage and/or higher limits than the minimum requirements for each line of coverage shown above, City requires and shall be entitled to the broader coverage and/or the higher limits maintained by Consultant.Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to City. Other Insurance Provisions The above required insurance policies are to contain or be endorsed to contain the following provisions: 1. City,its City Council,its officers, officials,employees, agents, and volunteers are to be covered as additional insureds, under Consultant's CGL, Professional Liability, and Automobile Liability policies, with respect to any liability arising out of work or operations performed by or on behalf of the Instructor including materials,parts, equipment, and personnel furnished in connection with such work or operations. 2. Consultant's Insurance company(ies)agrees to waive all rights of subrogation against City,its City Council,its officers,officials,employees, agents,and volunteers for losses paid under the terms of any policy which arise from work performed by Consultant under this Agreement. 3. For any claims related to this contract, Consultant's insurance coverage shall be primary and any insurance maintained by City,its City Council,its officers,officials, employees, agents,or volunteers shall not contribute with it, 4. A severability of interest provision must apply for all the additional insureds, ensuring that Consultant's insurance shall apply separately to each insured against whom a claim is made or suit is brought, except with respect to the insurer's limits of liability. 5. Insurance policies required herein shall provide that coverage shall not be canceled,suspended,voided, reduced in coverage or in limits,non-renewed by the carrier,or materially changed except after thirty(30) days prior written notice has been given to City. Ten(10) days prior written notice shall be provided to City for policy cancellation or non-renewal due to non-payment of premium. 6. Certificate Holder on each Evidence of Insurance certificate shall be: City of Santa Ana,Attention: Jennifer Arellano,20 Civic Center Plaza, M-96, Santa Ana, CA 92701.The name and location of project must be included in the Description of Operations section of each certificate, Page 3 of 9 Self-Insured Retentions Self-insured retentions must be declared to and approved by the City.The City may require the Consultant to purchase coverage with a lower retention or provide proof of ability to pay losses and related investigations,claim administration,and defense expenses within the retention. Acceptability of Insurers Insurance is to be placed with insurers authorized to conduct business in the State of California with a current A.M. Best rating of no less than A:VII,unless otherwise acceptable to City. Verification of Coverage Consultant shall furnish City with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage required by this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing all policy endorsements before work begins, However, failure to obtain the required documents prior to the work beginning shall not waive Consultant's obligation to provide them, City reserves the right to require complete, certified copies of all required insurance policies,including endorsements required by these specifications,at any time. Special Risks or Circumstances City reserves the right to modify these requirements,including limits,based on the nature of the risk,prior experience,insurer, coverage,or other special circumstances. 7. INDEMNIFICATION Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents, employees, contractors, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may arise from the negligent operations of the Consultant,its subcontractors,agents,employees,or other persons acting on its behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered,by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant further agrees to indemnify,hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City,regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages,just compensation,restitution,judicial or equitable relief due to personal or property rights arises by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent Consultant's services are subject to Civil Code Section 2782.8,the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant. Page 4 of 9 8. INTELLECTUAL PROPERTY INDEMNIFICATION Consultant shall defend and indemnify the City,its officers, agents,representatives,and employees against any and all liability, including costs, for infringement of any United ,States' letters patent, trademark, or copyright infringement, including costs, contained in the work product or documents provided by Consultant to the City pursuant to this Agreement. 9. RECORDS Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three(3)years,or for any longer period required by law,from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents,proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement. 10. CONFIDENTIALITY If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. "Confidential Information" shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that(a)has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City. 11. CONFLICT OF INTEREST CLAUSE a. Consultant covenants that it presently has no interests and shall not have interests, direct or indirect,which would conflict in any manner with performance of services specified under this Agreement. b. No immediate family members of either the Mayor, City Council Member, or any appointed City Official, including appointed board and commission members,as defined under the City's Municipal Code, whose position with the City shall award or influence the award of this Agreement, or any competing contract or amendment thereof, shall be employed in any Page 5 of 9 i capacity by the Consultant or have any other direct or indirect financial benefit or interest in this Agreement. c. The section also prohibits the awarding of any agreement, contract, grant, or any amendment to those awards, to any former full-time employee for one-year from date of employee separation except for any CalPERS retiree as authorized by City Council resolution d. The Consultant must comply with all conflict of interest laws,ordinances,and regulations now in effect or hereafter to be enacted during the term of this(Contract,Agreement,or Grant).The Consultant warrants that it is not now aware of any facts which conflict with the prohibitions defined above. If the Consultant hereafter becomes aware of any facts that might reasonably be expected to create a conflict of interest, it must immediately make full written disclosure of such facts to the City. Full written disclosure must include,but is not limited to, identification of all persons implicated and a complete description of all relevant circumstances. Failure to comply with the provisions of this paragraph will be a material breach of this Agreement. e. Consultant covenants that none of its directors, officers, employees, or agents shall participate in selecting or administrating any subcontract supported (in whole or in part) by City funds stemming from the Agreement where the awarding of the subcontract has any direct or indirect financial benefit or interest to any individual, as defined in subsections (b) and(c) above. 12. NON-DISCRIMINATION Consultant shall not discriminate because of race, color,creed, religion, sex,marital status, sexual orientation, gender identity, gender expression, gender, medical conditions, genetic information, or military and veteran status, age, national origin, ancestry, or disability, as defined and prohibited by applicable law,in the recruitment,selection,teaching,training,utilization,promotion,termination or other employment related activities or any services provided under this Agreement. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations. 13. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exclusive statement between the City and Consultant, and supersedes any and all other agreements,oral or written,between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto,the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant, The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City. Each party to this Agreement acknowledges that no representations, inducements,promises or agreements, orally or otherwise,have been made by any party, or anyone acting on behalf of any party, which is not embodied herein. Page 6of9 14. ASSIGNMENT Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City's ability to have any of the services which are the subject to this Agreement performed by City personnel or by other Consultants retained by City. 15. TERMINATION This Agreement may be terminated by the City upon thirty(30)days written notice of termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination,subject to the following conditions: a. As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product(s) completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate. b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement. 16. WAIVER No waiver of breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies. 17. JURISDICTION-VENUE This Agreement has been executed and delivered in the State of California and the validity, interpretation,performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement. 18. PROFESSIONAL LICENSES Consultant shall, throughout the term of this Agreement, maintain all necessary licenses,permits, approvals, waivers,and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement. Page 7 of 9 19. NOTICE Any notice,tender, demand,delivery,or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail,postage prepaid,or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons: To City: City Clerk City of Santa Ana 20 Civic Center Plaza(M-30) P.O. Box 1988 Santa Ana,CA 92702-1988 Fax: 714- 647-6956 With courtesy copies to: Chief of Police Santa Ana Police Department City of Santa Ana 20 Civic Center Plaza(M-96) P.O. Box 1988 Santa Ana, California 92702 To Consultant: Kim Turner, President Kim Turner LLC 3200 E. Guasti Road, Suite 100 Ontario, CA 91761 A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four(24)hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded. 20. MISCELLANEOUS PROVISIONS a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney's fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn, Page 8 of 9 b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. ATTEST - CITY O SANT A ]ENNIFE L Al VARO NUNEZ Ci City Manager APPROVED AS TO FORM KIM TURNER LLC SONIA R. CARVALHO City Attorney By: TAMARA BOGOSIAN KIM TURNER Senior Assistant City Attorney President RECOMMENDED FOR APPROV ll� . ROBERT RODRIGUEZ Chief of Police Page 9 of 9 CITY OF SANTA ANA EXHIBIT A SCOPE OF SERVICES Consultant shall perform services as set forth below. I. CONSULTING SERVICES A. Police Services Dispatcher Recruitment Services must include: i. Evaluating and enhancing SAPD's current job posting for Police Services Dispatcher. ii. Evaluate and enhance SAPD's current hiring practices for Police Services Dispatcher. iii. Evalute and enhance SAPD's current recruitment practices for Police Services Dispatcher. B. Police Services Dispatcher Training Services shall include: i. Development of Communications Training Manual to include: 1. Construct timelines and training benchmarks for Communication Training Officers (CTO) that fall in line with the policies and procedures of the SAPD. 2. Manual must be specific to the policies and procedures of the SAPD, and updates shall be provided on an as needed basis. ii. Provide training for all Communications Training Officers (CTO) on an as needed basis throughout the duration of the Agreement. C. Police Services Dispatcher Staffing Services must include: i. Assess the staffing structures, levels, and scheduling practices, including the use of overtime within the Communications Division for optimization. ii. Research and review applicable best practices, regulations, and state and industry standards related to staffing, overtime, call time standards, including the MOU's between the City of Santa Ana and the Police Officers Association (POA). iii. Analyze and determine optimal staffing and workload levels for the Communications Division personnel. II. MINIMUM REQUIREMENTS OF AGREEMENT A. Perform multiple site visits, "sit-alongs", and interviews with Communications personnel during all shifts, including weekends and graveyard shifts to obtain an understanding of the processes, systems used, and job function/demands. City of Santa Ana RFP 25-009 Page 15 of 30 CITY OF SANTA ANA B. Interview personnel to within a set time frame provided by SAPID to understand the hiring and training process for new dispatchers. C. Provide, at a minimum, once a month in-person, check-in meetings with the Communications Manager throughout the duration of the Agreement. City of Santa Ana RFP 25-009 Page 16 of 30 EXHIBIT B 2 . Cost Proposal City of Santa Ana too 2. Cost Proposal All Proposers are required to submit a fixed rate fee with their Cost Proposal. Pricing instructions should be clearly defined to ensure fees proposed can be compared and evaluated.Cost Proposal must include a payment schedule if applicable.City reserves the right to negotiate compensation and/or payment schedule prior to award of any resulting agreement.When applicable,if providing hourly rate sheets, Proposer shall not include rate ranges or averages. Kim Turner, LLC has included our cost proposal, which is a fixed-rate fee. We have followed all instructions provided herein. It is understood that the City reserves the right to negotiate compensation and/or payment schedule prior to award. The City shall not provide reimbursement for travel-related expenses, mileage, parking, lodging,meals, incidental fees,insurance,freight/shipping and handling/delivery,and any other business expenses,supplies and materials related to providing services as specified herein.Additional costs will not be considered and will not be reimbursed by the City,therefore,such costs must be absorbed in Proposer's cost proposal fee structure.Any language related to travel reimbursement shall be stricken from the document by the City and if not stricken,shall be deemed invalid. We understand that the City is not responsible for reimbursement of any travel-related expenses, mileage, parking, lodging, meals, incidental fees, insurance, freightlshipping and handling/delivery, and any other business expenses, supplies and materials related to providing services. Kim Turner, LLC will absorb any additional costs, which will be reflected in our cost proposal fee structure. Proposals shall be valid for a minimum of one hundred eighty(180)days following Proposal deadline.The cost for developing the Proposal is the sole responsibility of the Proposer.All Proposals submitted become property of the City. We attest that this cost proposal is valid for a minimum of one hundred eighty (180) days following this proposal's deadline. Pricing shall remain firm for the entire initial Agreement term.Thereafter,any proposed pricing adjustment for follow-on renewal periods shall be submitted to the City Representative in writing at least ninety(90)days prior to the new Agreement term. The City reserves the right to accept,reject, or negotiate any proposed pricing adjustment not to exceed the Bureau of Labor Statistics Consumer Price Index(CPI)data as follows: Los Angeles-Long Beach-Anaheim,CA;All Urban Consumers;Not Seasonally Adjusted;annualized change comparing the most recent month's reported data to the same month of the prior year.(This information may be found on the U.S. Department of Labor's website at www.bls.gov.) Kim Turner, LLC guarantees that this pricing will remain firm for the entire initial agreement period and that any proposed pricing adjustments need to be submitted to the City in writing at least ninety(90)days prior to the new agreement date. We understand the city reserves the right to negotiate any proposed pricing adjustment not to exceed the Bureau of Labor Statistics Consumer Price Index(CPI)data from Los-Angeles-Long Beach-Anaheim, CA; urban consumers; not seasonally adjusted; and annualized change comparing the most recent months' reported data to the same month of the prior year. COST PROPOSAL The fee for all listed services is$197,500.00. Kira Turner, LLC thekimturner.eom City of Santa Alan SCOPE OF WORK HOURS PROPOSAL A. Police Services Dispatcher Recruitment Services I. Evaluating and enhancing SAPD's current Review data and job postings for accuracy and 80 hours job posting is for Police Services results. Dispatcher. II. Evaluate and enhance SAPD's current hiring Review the current job description and create 80 hours practices for Police Services Dispatchers. new drafts as necessary to accurately reflect current work tasks. III. Evaluate and enhance SAPD's current Review recruitment practices, including 160 hours recruitment practices for Police Services current social media Dispatcher outlets,targeted demographics, and results. S. Police Services Dispatcher Training Services I. Development of Communications (1)Develop a communications 160 hours Training Manual a training manual that falls within best practices and utilizes adult learning methodologies consistent with SAPD policies and procedures. (2) Inclusive of developing a structured training timeline with Incremental milestones for trainee progress/achievement (3)Inclusive of developing standard evaluation guidelines Construct timelines and training Inclusive of B. i. 160 hours benchmarks for Communication Training Officers (CTO) that fall in line with the policies and procedures of the SAPD. The manual must be specific to the policies Updates are within the timeframe of the and procedures of the SAPD and updates contract, not ongoing, and shall be provided on an as needed basis. continuous Kim Turuer,LLC tlhekimiurner.com 27 City of Snnt►e Ana ((Cl)l II. Provide training for all Communications (1) Inclusive of the 40-hour CA POST TBD/mini Training Officers (CTO) on an as needed Certification Course. mum 44 basis throughout the duration of the hours Agreement. (2) 4-hour in-person training specific to evaluations and documentation. C. Police Services Dispatcher Staffing Services I. Assess the staffing structures, levels, and In addition, scheduling options should be 160 hours scheduling practices, including the use of provided to minimize the impact of overtime overtime within the Communications within the context of the current MOU. Division for optimization. Il. Research and review applicable best Inclusive C.I. 160 hours practices, regulations, and state and industry standards related to staffing, overtime, call time standards, including the MOU`s between the City of Santa Ana and the Police Officers Association(POA). III. Analyze and determine optimal staffing and Inclusive of staffing study to evaluate the 160 hours workload levels for the Communications recommended number of Full-Time Equivalent Division personnel. positions. Kim Tur►►er, LLC theki►ntur►►er.com 28 City of Santa Ana CONSULTING SERVICES A. Police Services Dispatcher Recruitment Services will include: a. Evaluating and enhancing SAPD's current job posting for Police Services Dispatcher. b. Evaluate and enhance SAPD's current hiring practices for Police Services Dispatchers. c. Evaluate and enhance SAPD's current recruitment practices for Police Services Dispatchers. B. Police Services Dispatcher Training Services will include: a. Development of Communications Training Manual to include: b. Construct timelines and training benchmarks for Communication Training Off icers(CTO)that fall in line with the policies and procedures of the SAPD. c. Manual must be specific to the policies and procedures of the SAPD, and updates shall be provided on an as needed basis. d. Provide training for all Communications Training Officers(CTO) on an as needed basis throughout the duration of the Agreement. C. Police Services Dispatcher Staffing Services will include: a. Assess the staffing structures, levels, and scheduling practices, including the use of overtime within the Communications Division for optimization. b. Research and review applicable best practices, regulations, and state and industry standards related to staffing, overtime, call time standards, including the MOU's between the City of Santa Ana and the Police Officers Association(POA). c. Analyze and determine optimal staffing and workload levels for the Communications Division personnel. KEY ASSUMPTIONS Kim Turner, LLC makes the following key assumptions when preparing our competitive price proposal for the City of Santa Ana. • Payable NET-30, billed monthly. • Work requested outside the scope of work will be separately negotiated and billed at an hourly rate of $425.00. • All travel and lodging for Kim Turner, LLC related to this project is inclusive of the quote for services and will be the sole responsibiiity of Kim Turner, LLC. Kim Turner, LLC thekimturner.com TE AC40 CERTIFICATE OF LIABILITY INSURANCE FDA5/13/2oz5) THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLYAND CONFERS NO RIGHTS UPON THE CERTIFICATE MOLDER,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(lies)must be endorsed. if SUBROGATION 15 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: Will post Post Insurance Services Inc PHONE . (310)328-3622 FAx (311)32e-6o64 A1C Na; License #0551220 E-MAIL ADDRESS; p will ost@ ostinaurance.com 2356 Torrance Blvd INSURERS AFFORDING COVERAGE NAIC q Torrance CA 90501 INBURERA:Hartford Underwriters Insuranc 30104 INSURED INSURER B:Hartford Casualty Ins Co 29424 Kim Turner, LLC iNsuRERC:Hartford Fire Insurance Com an 19682 P 0 Box 6152 INSURER D; Ste 100 INSURERS: Norco CA 92860 INSURERF: COVERAGES CERTIFICATE NUMBER:24 ALL REVISION NUMBER: THIS 1S TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TOTHE 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. INTR TYPE OF INSURANCE won SUBR POLICY NUMBER POLICY MMDDNYYY LIMITS X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 2,000,000 A CLAIMS-MADE 10 OCCUR DAMAGE TO RENTED PREM $ 1,000,000 ISES Ea occurrence X Y 72SRARG714BC 12/23/2024 12/23/2025 MED EXP(Any one person) $ 10,000 PERSONAL&ADV INJURY $ EXCLUDED GENII AGGREGATE LIMITAPPLIES PER: GENERAL AGGREGATE $ 4,000,000 POLICY PE° � LOC PRODUCTS-COMPIOPAGG $ 4,000,000 OTHER: ASGOV $ AUTOMOBILE LIABILITY OMBIaccideNED SINGLE LIMIT C nt $ Ea ANYAUTO BODILY INJURY(Per person) $ ALL OWNED SCHEDULED AUTOS AUTOS BODILY INJURY(Per accident) $ HiREDAUT05 NON-OWNED PROPERTYPAMAGE $ AUTOS Per aeclden $ X UMBRELLA LIAB X OCCUR EACH OCCURRENCE $ 4,000,000 A EXCESS LIAB CLAIMS-MADE AGGREGATE $ 4,000 000 DED tx RETENTION 10 000 728BABA37MBC 12/23/2024 12/23/2025 $ WORKERS COMPENSATION X PER DTH- AND EMPLOYERS'LIABILITY Y f N STATUTE E ANY PROPRIETORIFARTNERfEXECUTIVE E.L.EACH ACCIDENT $ 1,000,000 OFFICERIMEMBER EXCLUDED? ElN I A B (Mandatory In NH} Y 72WP.CAV5G5L 12/22/2024 12/22/2025 E.L.DISEASE-EA EMPLOYEE $ 1,000,000 If yes,describe under DESCRIPTION OF OPERATIONS below El,DISEASE-POLICY LIMIT $ 11000,000 C PROFESSIONAL LIABILITY 720HO50012824 12/23/2024 12/23/2025 PFRCLAIM $2,000,000 DEDUCTIBLE $2,500 AGGREGATE $2,000,000 DESCRIPTION OF OPERATIONS!LOCATIONS!VEHICLES(ACORD iDt,Additional Remarks Schedule,maybe attached If more space Is required) Those usual to the insured's operations. 30 day cancellation notice except nonpayment which is 10 days. The City of Santa Ana, its officers, officials, employees, and volunteers are Addtl Insureds on General Liability per attached endt. GL Insurance is Primary & Non-Contributory. GL & WC Waivers of Subrogation apply per attached endts. Tu Tran 01gita11-lo-hy .Tu Tran Nguyen - - Nguyen .APPROVED By Tu Tram Nguyen at 9:21 am,May 14 2025 CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF TH5 ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE The City of Santa Ana THE EXPIRATION DATE THEREOF,NOTICE WILL BE DELIVERED IN 20 Civic Center Plaza (M-30) ACCORDANCE WITH THE POLICY PROVISIONS. P.O. Box 1988 Santa Ana, CA 92702-1986 AUTHORIZED REPRESENTATIVE Dan Post/STACEY ©1988-2014 ACORD CORPORATION. All rights reserved. ACORD 25(2014I01) The ACORD name and logo are registered marks of ACORD INS025(2014Df) I POLICY NUMBER: 72SBABG7MBC THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. THE HARTF(?RD NOTICE OF CANCELLATION TO CERTIFICATE HOLDER(S) This policy is subject to the following additional Conditions: A. If this policy is cancelled by the Company, other than for non-payment of premium, notice of such cancellation will be provided at least thirty (30) days in advance of the cancellation effective date to the certificate holder(s) with mailing addresses on file with the agent of record or the Company. B. If this policy is cancelled by the company for non-payment of premium, or by the insured, notice of such cancellation will be provided within ten (10) days of the cancellation effective date to the certificate holder(s) with mailing addresses on file with the agent of record or the Company. If notice is mailed, proof of mailing to the last known mailing address of the certificate holder(s) on file with the agent of record or the Company will be sufficient proof of notice. Any notification rights provided by this endorsement apply only to active certificate holder(s)who were issued a certificate of insurance applicable to this policy's term. Failure to provide such notice to the certificate holder(s) will not amend or extend the date the cancellation becomes effective, nor will it negate cancellation of the policy. Failure to send notice shall impose no liability of any kind upon the Company or its agents or representatives. Form SL 9013 10 18 Page 1 of 1 O 2018, The Hartford (May include copyrighted material of Insurance Services Office, Inc.,with its permission) i POLICY NUMBER: 72SBABG7MBC THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. THE HARTFORD BLANKET ADDITIONAL INSURED BY CONTRACT This endorsement modifies insurance provided under the following: BUSINESS LIABILITY COVERAGE FORM Except as otherwise stated in this endorsement, the terms and conditions of the Policy apply. A. The following is added to Section C.WHO IS AN INSURED: Additional Insureds When Required By Written Contract,Written Agreement Or Permit The person(s) or organization(s) identified in Paragraphs a. through f. below are additional insureds when you have agreed, in a written contract or written agreement, or when required by a written permit issued by a state or governmental agency or subdivision or political subdivision that such person or organization be added as an additlonal insured on your Coverage Part, provided the injury or damage occurs subsequent to the execution of the contract or agreement, or the issuance of the permit. A person or organization is an additional insured under this provision only for that period of time required by the contract, agreement or permit. However, no such person or organization is an additional insured under this provision if such person or organization is included as an additional insured by any other endorsement issued by us and made a part of this Coverage Part. The insurance afforded to such additional insured will not be broader than that which you are required by the contract, agreement, or permit to provide for such additional insured. The insurance afforded to such additional insured only applies to the extent permitted by law. The limits of insurance that apply to additional insureds are described in Section D. LIABILITY AND MEDICAL EXPENSES LIMITS OF INSURANCE. How this insurance applies when other insurance is available to an additional insured is described in the Other Insurance Condition in Section E. LIABILITY AND MEDICAL EXPENSES GENERAL CONDITIONS. a. Vendors Any person(s) or organization(s) (referred to below as vendor), 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 and only if this Coverage Part provides coverage for "bodily injury" or "property damage" included within the"products-completed operations hazard". (1) The insurance afforded to the vendor is subject to the following additional exclusions: This insurance 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 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; Form SL 30 32 06 21 Page 1 of 3 ©2021, The Hartford (May include copyrighted material of Insurance Services Office, Inc., with its permission) THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. THE HARTFORD (g) Products which, after distribution or sale by you, have been labeled or relabeled or used as a container, part or ingredient of any otherthing 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 Paragraphs (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. b. Lessors Of Equipment (1) Any person or organization from whom you lease equipment; but only with respect to their 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. (2) With respect to the insurance afforded to these additional insureds, this insurance does not apply to any ''occurrence"which takes place after you cease to lease that equipment. c. Lessors Of Land Or Premises (1) Any person or organization from whom you lease land or premises, but only with respect to liability arising out of the ownership, maintenance or use of that part of the land or premises leased to you. (2) With respect to the insurance afforded to these additional insureds,this insurance does not apply to: (a) Any"occurrence"which takes place after you cease to lease that land or be a tenant in that premises; or (b) Structural alterations, new construction or demolition operations performed by or on behalf of such person or organization. d. Architects, Engineers Or Surveyors (1) Any architect, engineer, or surveyor, but only with respect to liability for"bodily injury", "property damage" or "personal and advertising injury" caused, in whole or in part, by your acts or omissions or the acts or omissions of those acting on your behalf: (a) In connection with your premises; (b) In the performance of your ongoing operations performed by you or on your behalf; or (c) In connection with "your work" and included within the "products-completed operations hazard", but only if: (i) The written contract, written agreement or permit requires you to provide such coverage to such additional insured; and (ii) This Coverage Part provides coverage for"bodily injury" or"property damage" included within the "products-completed operations hazard". (2) With respect to the insurance afforded to these additional insureds, the following additional exclusion applies: This insurance does not apply to "bodily injury", "property damage" or "personal and advertising injury"arising out of the rendering of or the failure to render any professional services, including: (i) The preparing, approving, or failure to prepare or approve, maps, shop drawings, opinions, reports, surveys, field orders, change orders, designs or drawings and specifications; or (ii) Supervisory, surveying, inspection, architectural or engineering activities. This exclusion applies even if the claims allege negligence or other wrongdoing in the supervision, hiring, employment, training or monitoring of others by an insured, if the "bodily injury", "property Farm SL 30 32 06 21 Page 2 of 3 ©2021, The Hartford (May include copyrighted material of Insurance Services Office, Inc.,with its permission) THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. THE HARTFORD damage", or"personal and advertising injury"arises out of the rendering of or the failure to render any professional service. e. State Or Governmental Agency Or Subdivision Or Political Subdivision Issuing Permit (1) Any state or governmental agency or subdivision or political subdivision, but only with respect to operations performed by you or on your behalf for which the state or governmental agency or subdivision or political subdivision has issued a permit. (2) With respect to the insurance afforded to these additional insureds, this insurance does not apply to: (a) 'Bodily injury", "property damage" or "personal and advertising injury" arising out of operations performed for the federal government, state or municipality; or (b) "Bodily injury"or"property damage" included within the"products-completed operations hazard". f. Any Other Party (1) Any other person or organization who is not in one of the categories or classes listed above in Paragraphs a. through e. above, but only with respect to liability for"bodily injury", "property damage" or "personal and advertising injury" caused, in whole or in part, by your acts or omissions or the acts or omissions of those acting on your behalf: (a) In the performance of your ongoing operations performed by you or on your behalf; (b) In connection with your premises owned by or rented to you; or (c) In connection with "your work" and included within the "products-completed operations hazard", but only if: (1) The written contract, written agreement or permit requires you to provide such coverage to such additional insured; and (ii) This Coverage Part provides coverage for "bodily injury" or "property damage" included within the "products-completed operations hazard". (2) With respect to the insurance afforded to these additional insureds, the following additional exclusion applies: This insurance does not apply to "bodily injury", "property damage" or "personal and advertising injury" arising out of the rendering of, or the failure to render, any professional architectural, engineering or surveying services, including: (a) The preparing, approving, or failure to prepare or approve, maps, shop drawings, opinions, reports, surveys, field orders, change orders, designs or drawings and specifications; or (b) Supervisory, surveying, inspection, architectural or engineering activities. This exclusion applies even if the claims allege negligence or other wrongdoing in the supervision, hiring, employment, training or monitoring of others by an insured, if the "bodily injury", "property damage", or "personal and advertising injury" arises out of the rendering of or the failure to render any professional service described in Paragraphs f.(2)(a)or f.(2)(b)above. Form SL 30 32 06 21 Page 3 of 3 ©2021, The Hartford (May include copyrighted material of Insurance Services Office, Inc.,with its permission) THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. THE HARTFORD ADDITIONAL INSURED - OWNERS, LESSEES OR CONTRACTORS - SCHEDULED PERSON OR ORGANIZATION This endorsement modifies insurance provided under the following: BUSINESS LIABILITY COVERAGE FORM Except as otherwise stated in this endorsement, the terms and conditions of the Policy apply. A. The following is added to Section C.WHO IS AN INSURED: Additional Insured—Owners, Lessees Or Contractors—Scheduled Person Or Organization a. The person(s) or organization(s) shown in the Declarations as an Additional Insured — Owner, Lessees Or Contractors is also 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 your acts or omissions or the acts or omissions of those acting on your behalf: (1) In the performance of your ongoing operations for the additional insured($); or (2) In connection with "your work" performed for that additional insured and included within the "products- completed operations hazard", but only if this Coverage Part provides coverage for "bodily injury" or "property damage"included within the"products-completed operations hazard". b. With respect to the insurance afforded to these additional insureds, this insurance does not apply to "bodily injury", "property damage" or"personal and advertising injury" arising out of the rendering of, or the failure to render, any professional architectural, engineering or surveying services, including: (1) The preparing, approving, editing of or failure to prepare or approve, shop drawings, maps, opinions, reports, surveys, change orders, field orders, designs, drawings, specifications, warnings, recommendations, permit applications, payment requests, manuals or instructions; (2) Supervisory, inspection, quality control, architectural, engineering or surveying activities or services; (3.) Maintenance of job site safety, construction administration, construction contracting, construction management, computer consulting or design software development or programming service, or selection of a contractor or programming service; (4) Monitoring, sampling, or testing service necessary to perform any of the services included in (1), (2) or(3) above; (5) Supervision, hiring, employment, training or monitoring of others who are performing any of the services included in (1), (2)or(3)above; c. If coverage provided to these additional insureds is required by a written contract or written agreement, or when required by a written permit issued by a state or governmental agency or subdivision or political subdivision, the insurance afforded to these additional insureds will not be broader than that which you are required by the contract, agreement, or permit to provide for these additional insureds. d. The insurance afforded to these additional insureds only applies to the extent permitted by law. Form SL 30 4810 18 Page 1 of 1 Q 2018, The Hartford (May include copyrighted material of Insurance Services Office, Inc.,with its permission) POLICY NUMBER: 72SBABG7MBC THV HARTFORD (1) You or any additional insured under this Coverage Part that is an individual; (2) Any partner, if you or an additional insured under this Coverage Part is a partnership; (3) Any manager, if you or an additional insured under this Coverage Part is a limited liability company; (4) Any"executive officer"or insurance manager, if you or an additional insured under this Coverage Part is a corporation; (6) Any trustee, if you or an additional insured under this Coverage Part is a trust; or (6) Any elected or appointed official, if you or an additional insured under this Coverage Part is a political subdivision or public entity. This Paragraph f. applies separately to you and any additional insured under this Coverage Part. 3. Legal action Against Us No person or organization has a right under this Coverage Part: a. To join us as a party or otherwise bring us into a"suit"asking for damages from an insured; or b. To sue us on this Coverage Part unless all of its terms have been fully complied with. A person or organization may sue us to recover on an agreed settlement or on a final judgment against an insured; but we will not be liable for damages that are not payable under the terms of this insurance or that are in excess of the applicable limit of insurance. An agreed settlement means a settlement and release of liability signed by us, the insured and the claimant or the claimant's legal representative. 4. Separation Of Insureds Except with respect to the Limits of Insurance, and any rights or duties specifically assigned in this Policy to the first Named Insured,this insurance applies: a. As if each Named Insured were the only Named Insured; and b. Separately to each insured against whom a claim is made or"suit" is brought. 5. Representations a. When You Accept This Policy By accepting this Policy, you agree: (1) The statements in the Declarations are accurate and complete; (2) Those statements are based upon representations you made to us; and (3) We have issued this Policy in reliance upon your representations. b. Unintentional Failure To Disclose Hazards If unintentionally you should fail to disclose all hazards relating to the conduct of your business at the inception date of this Coverage Part, we shall not deny any coverage under this Coverage Part because of such failure. 6. Other Insurance If other valid and collectible insurance is available for a loss we cover under this Coverage Part, our obligations are limited as follows: a. Primary Insurance This insurance is primary except when b. below applies. If other insurance is also primary, we will share with all that other insurance by the method described in c. below. b. Excess Insurance This insurance is excess over any of the other insurance,whether primary,excess, contingent or on any other basis: (1) Your Work That is Fire, Extended Coverage, Builder's Risk, Installation Risk, Owner Controlled Insurance Program or OCIP, Contractor Controlled Insurance Program or CCIP, Wrap Up Insurance or similar coverage for "your work"; Form SL 00 00 10 18 Page 16 of 22 ©2018, The Hartford (May include copyrighted material of Insurance Services Office, Inc.,with its permission) THE HARTFORO (2) Premises Rented To You That is fire, lightning or explosion insurance for premises rented to you or temporarily occupied by you with permission of the owner; (3) Tenant Liability That is insurance purchased by you to cover your liability as a tenant for "property damage" to premises rented to you or temporarily occupied by you with permission of the owner; (4) Aircraft,Auto Or Watercraft If the loss arises out of the maintenance or use of aircraft, "autos"or watercraft to the extent not subject to Exclusion g.of Section B. Exclusions. (5) Property Damage To Borrowed Equipment Or Use Of Elevators If the loss arises out of"property damage"to borrowed equipment or the use of elevators to the extent not subject to Exclusion k. of Section B. Exclusions. (6) When You Are Added As An Additional Insured To Other Insurance That is other insurance available to you covering liability for damages arising out of the premises or operations, or products and completed operations, for which you have been added as an additional insured by that insurance; or (7) When You Add Others As An Additional Insured To This Insurance That is other insurance available to an additional insured. However, the following provisions apply to other insurance available to any person or organization who is an additional insured under this Coverage Part: (a) Primary Insurance When Required By Contract This insurance is primary if you have agreed in a written contract, written agreement or permit that this insurance be primary. If other insurance is also primary, we will share with all that other insurance by the method described in c. below. (b) Primary And Non-Contributory To Other Insurance When Required By Contract If you have agreed in a written contract, written agreement or permit that this insurance is primary and non-contributory with the additional insured's own insurance, this insurance is primary and we will not seek contribution from that other insurance. Paragraphs (a)and (b) do not apply to other insurance to which the additional insured has been added as an additional insured. When this insurance is excess, we will have no duty under this Coverage Part 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. 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; and (2) The total of all deductible and self-insured amounts under all that other insurance. We will share the remaining loss, if any, with any other insurance that is not described in this Excess Insurance provision and was not bought specifically to apply in excess of the Limits of Insurance shown in the Declarations of this Coverage Part. c. Method Of Sharing If all 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. Form SL 00 00 10 18 Page 17 of 22 ©2018, The Hartford (May include copyrighted material of Insurance Services Office, Inc., with its permission) POLICY NUMBER: 72SBABG7MBC THE HARTFORD 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. 7. Transfer Of Rights Of Recovery Against Others To Us a. Transfer Of Rights Of Recovery If the insured has rights to recover all or part of any payment, including Supplementary Payments, we have made under this Coverage Part, those rights are transferred to us. The insured must do nothing after loss to impair them. At our request, the insured will bring "suit" or transfer those rights to us and help us enforce them. This condition does not apply to Medical Expenses Coverage. b. Waiver Of Rights Of Recovery (Waiver Of Subrogation) If the insured has waived any rights of recovery against any person or organization for all or part of any payment, including Supplementary Payments, we have made under this Coverage Part, we also waive that right, provided the insured waived their rights of recovery against such person or organization in a contract, agreement or permit that was executed prior to the injury or damage. F. LIABILITY AND MEDICAL EXPENSES DEFINITIONS 1. "Advertisement" means a notice that is broadcast or published to the general public or specific market segments about your goods, products or services for the purpose of attracting customers or supporters. For the purpose of this definition: a. Notices that are published include material placed on the Internet or on similar electronic means of communication, and b. Regarding web sites, only that part of a web site that is about your goods, products or services for the purpose of attracting customers or supporters is considered an advertisement. 2. "Advertising idea" means any idea for an "advertisement". 3. "Asbestos hazard" means an exposure or threat of exposure to the actual or alleged properties of asbestos and includes the mere presence of asbestos in any form. 4. "Auto" means: a. A land motor vehicle, trailer or semi-trailer designed for travel on public roads, including any attached machinery or equipment; or b. Any other land vehicle that is subject to a compulsory or financial responsibility law or other motor vehicle insurance or motor vehicle registration law where it is licensed or principally garaged. However, "auto" does not include"mobile equipment". 5. 'Bodily injury" means physical: a. Injury; b. Sickness; or c. Disease sustained by a person and, if arising out of the above, mental anguish or death at any time. 6. "Coverage territory" means: a. The United States of America (including its territories and possessions), Puerto Rico and Canada; b. International waters or airspace, but only if the injury or damage occurs in the course of travel or transportation between any places included in a. above; c. All other parts of the world if the injury or damage arises out of: (1) Goods or products made or sold by you in the territory described in a. above; (2) The activities of a person whose home is in the territory described in a. above, but is away for a short time on your business, or Form SL 00 00 10 18 Page 18 of 22 ©2018, The Hartford (May include copyrighted material of Insurance Services Office, Inc., with its permission) THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. NOTICE OF CANCELLATION TO CERTIFICATE HOLDER(S) Policy Number: 72 WEC AV5G5L Endorsement Number: 001 Effective Date: 12/22/24 Effective hour is the same as stated on the Information Page of the policy. Named Insured and Address: Kim Turner LLC PO Box 6152 NORCO CA 92860 This policy is subject to the following additional If notice is mailed, proof of mailing to the last known Conditions: mailing address of the certificate holder(s) on file with A. If this policy is cancelled by the Company, other than the agent of record or the Company will be sufficient for non-payment of premium, notice of such proof of notice. cancellation will be provided at least thirty (30) days Any notification rights provided by this endorsement in advance of the cancellation effective date to the apply only to active certificate holder(s)who were issued certificate holder(s) with mailing addresses on file a certificate of insurance applicable to this policy's term. with the agent of record or the Company. Failure to provide such notice to the certificate holder(s) B. If this policy is cancelled by the Company for will not amend or extend the date the cancellation non-payment of premium, or by the insured, notice becomes effective, nor will it negate cancellation of the of such cancellation will be provided within ten (10) policy. Failure to send notice shall impose no liability of days of the cancellation effective date to the any kind upon the Company or its agents or certificate holder(s) with mailing addresses on file representatives. with the agent of record or the Company. i Form WC 99 03 94 Printed in U.S.A. Process Date: 12/12/24 Policy Expiration Date: 12/22/25 02011, The Hartford AL THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT - CALIFORNIA Policy Number. 72 WEC AV5G5L Endorsement Number: Effective Date. 12/22/24 Effective hour is the same as stated on the Information Page of the policy. Named Insured and Address: Kim Turner LLC PO Box 6152 NORCO CA 92860 We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) You must maintain payroll records accurately segregating the remuneration of your employees while engaged in the work described in the Schedule. The additional premium for this endorsement shall be 2 % of the California workers'compensation premium otherwise due on such remuneration. SCHEDULE Person or Organization Job Description Any person or organization for whom you are required by written contract or agreement to obtain this waiver of rights from us Countersigned by Authorized Representative Form WC 04 03 06 (1) Printed in U.S.A. Process Date. 11/17/24 Policy Expiration Date: 12/22/25 POLICY NUMBER: 72SBABG7MBC THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. THE HARTFORD AMENDMENT - AGGREGATE LIMITS (PER PROJECT) This endorsement modifies insurance provided under the following: BUSINESS LIABILITY COVERAGE FORM Except as otherwise stated in this endorsement, the terms and conditions of the Policy apply. A. The following changes are made to Section D. LIABILITY AND MEDICAL EXPENSES LIMITS OF INSURANCE: 1. The following provision is added to Paragraph 2.Aggregate Limits: The General Aggregate Limit under Section D. LIABILITY AND MEDICAL EXPENSES LIMIT OF INSURANCE applies separately to each of your"projects". 2. The following provision is added to Paragraph 2.Aggregate Limits: When coverage for liability arising out of the "products-completed operations hazard" is provided, any payments for damages because of"bodily injury" or "property damage" included in the "products-completed operations hazard" will reduce the Products-Completed Operations Aggregate Limit, and not reduce the General Aggregate Limit. B. The following changes are made to Section F. LIABILITY AND MEDICAL.EXPENSES DEFINITIONS: 1. The following definition is added: "Project" means a premises, site or location that is away from a premises, site or location owned or rented to you and at which"your work"at said premises, site or location has not yet been completed, as completion is described in the "products-completed operation hazard". All of"your work" at such premises, site or location is deemed to involve a single project, regardless of whether "your work" is abandoned, delayed, or restarted, or if"your work" deviates from plans, blueprints, designs,specifications or timetables. Form SL 3018 10 18 Page 1 of 1 O 2018, The Hartford (May include copyrighted material of Insurance Services Office, Inc., with its permission) POLICY NUMBER: 72SBABG7MBC THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. THE HARTFORD GENERAL AGGREGATE LIMIT REVISION This endorsement modifies insurance provided under the following: UMBRELLA LIABILITY SUPPLEMENTAL POLICY Except as otherwise stated in this endorsement,the terms and conditions of the Supplemental Policy apply. The following is added to Section D. LIMITS OF INSURANCE: The General Aggregate Limit, shown in the Declarations, under Limits of Insurance, applies separately in excess of each General Aggregate Limit afforded by the Business Liability Coverage Part shown in the Extension Schedule of Underlying Insurance. Form SU 00 06 10 18 Page 1 of 1 OO 2018, The Hartford (May include copyrighted material of Insurance Services Office, Inc„with its permission) ENDORSEMENT NO:3 This endorsement, effective 12:01 am,05/0912025 forms part of policy number 72 OH 0500128-24 issued to: KIM TURNER, LLC by: HARTFORD FIRE INSURANCE CO. THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. NAMED CO-DEFENDANTS) VICARIOUS LIABILITY EXTENSION ENDORSEMENT This endorsement modifies insurance provided under: THE HARTFORD PREMIER CHOICE PROFESSIONAL LIABILITY INSURANCE POLICYsM I. THE PROFESSIONAL LIABILITY COVERAGE PART SECTION III, DEFINITIONS, is amended by the addition of the following: • "Named Co-Defendant(s)"means an entity in the Named Co-Defendant Schedule below and its directors,officers and employees in their capacity as such. NAMED CO-DEFENDANT SCHEDULE NAMED CO-DEFENDANTS) The City of Santa Ana Q.O. Box 1988 20 Civic Center Plaza (M-30)Santa Ana, CA 92702-1988 IL THE PROFESSIONAL LIABILITY COVERAGE PART SECTION I, INSURING AGREEMENTS, is amended by the addition of the following: (D) Named Co-Defendant Extension Coverage shall apply to the Named Co-Defendant(s)for a Claim made against such Named Co-Defendant(s), provided that, as conditions precedent, such Claim is for an actual or alleged Wrongful Act or Personal Injury committed by an Insured and is first made and maintained against such Insured,and also that: 1. the Named Co-Defendant(s) become co-defendants in such Claim by reason of its vicarious and/or imputed liability caused solely by the Insured's performance of Professional Services on the behalf of the Named Co-Defendant(s); 2. the same counsel represents both the Insured and the Named Co-Defendant in such Claim; 3. there are no allegations of independent misconduct by the Named Co-Defendants; and 4. the Claim is otherwise covered under this Policy. In the event the co-defendant Insureds are dismissed from the litigation of such Claim, or otherwise found not to be liable by judgment or court order, coverage for the Named Co-Defendant(s)under this Policy shall terminate, effective on the date such dismissal,judgment or order becomes final. Coverage of the Named Co-Defendant(s) shall be on the same terms and conditions, including any applicable Retention,as apply to coverage of the co-defendant Insured for such Claim. No coverage shall apply to any Claim for a Wrongful Act of any Named Co-Defendant. CP 00 H019 01 0918 C 2018, The Hartford Page 1 of 2 ENDORSEMENT NO: 3 All other terms and conditions remain unchanged. N. A. Morris Tooker, President CP 00 H019 01 0918 ©2018, The Hartford Page 2 of 2 Renewal Auto Policy Declarations MERCURY To report a claim please call (800) 503-3724 INSURANCE Policy Period Policy Number From: 01/02/2025 12:01 AM CAAP0000044958 To: 07/02/2025 12:01 AM Standard time at the address of the Named insured Agent Company_ BAR RANCA INS AGENCY NO 29(043977) Mercury Insurance Company 9121 HAVEN AVENUE SUITE 100 P.O. BOX 10730 RANCHO CUCAMONGA,CA 91730 SANTA ANA,CA 92711-0730 (909)944-4866 Named Insured KIMBERLY TURNER 7062TENNESSEE RIVER CT EASTVALE,CA 91752-3908 (951)278-1926 Important Information Date Sent:12/03/2024 The enclosed Auto Insurance Renewal Bill and the U-251 IMPORTANT NOTICE are part of this policy. These specify the amount of your premium, your payment options,any applicable fees,and the due date.Your automobile insurance expires and coverage ceases at 12:01 AM on 01/02/2025, Coverage under this policy will become effective provided you pay the premium and any applicable fees as Indicated on the Auto Insurance Renewal Bill. If you have any questions, please contact your agent at the phone number provided above. This Declaration provides only a summary of coverage.All coverage is subject to the terms, conditions, and exclusions of the policy contract. Discounts 1971 FORD F-250#60223-Good Driver,Group Discount,Multi-Car, Multi-Policy 2013 JEEP GRAND CHEROKEE 0#95951-Goad Driver,Group Discount, Multi-Car, Multi-Policy 2022 CADILLAC XT4 SPORT#63256-Good Driver,Group Discount,Multi-Car, Multi-Policy 2024 MERCEDES GLE 4504MATIC#64893-Exceptional Driver,Good Driver, Group Discount,Multi-Car, Multi-Policy Listed Drivers KIMBERLY TURNER-Years License Experience:41 JACQUELINE RASBERRY-Years License Experience:64 Excluded Drivers None The Designated Excluded Drivers—Coverage Exclusion is applicable to all coverages,including but not limited to,liability and uninsured motorists, provided now or later. It is agreed that the insurance afforded by this policy shall not apply nor accrue to the benefit of any insured or any third-party claimant when any motor vehicle is being used or operated by an Excluded Driver designated above, regardless of where the person resides or whether the person is licensed to drive. Please refer to the terms of your auto policy. Additional Household Members None Vehicles and Coverage Limits 1971 FORD F-250 PICKUP,VIN:F25YRK60223 Garaging Address: 7062 Tennessee River Ct,Eastvale,CA,91752-3908 U-176 CA 03/2023 Page 1 of 3 Primary Use of the Vehicle: Pleasure Current Term Annual Mileage: 12,000 Renewal Term Annual Mileage: 12,000 Current Term Mileage Program: Estimated Renewal Term Mileage Program: Estimated Coverages Limits Premium ...................................................................................................................................................................................................................................... Bodily Injury Liability $250,000 each Person/$500,000 each Accident $146.00 Property Damage Liability $100,000 each Accident ..................................................................................................................................................................................................................................... Uninsured/Underinsured Motorist Bodily $100,000 each Person/$300,000 each Accident $36.00 Injury ..................................................................................................................................................................................................................................... Uninsured Motorist Property $3,500 each Accident $7.00 Damage/Collision Deductible Waiver ..................................................................................................................................................................................................................................... Medical Payments $5,000 each Person/each Accident $2.00 ........................ .................................................................................................................................................................................... Roadside Assistance $75 Towing and$75 for Non-Towing Services $4.00 per Occurrence/Maximum 3 Occurrences .................................................................... ........................................................................................................................................................... Total Premium for 1971 FORD F-250 PICKUP $195.00 2013 JEEP GRAND CHEROKEE 0 UTL 4X2 4D,VIN:1C4RJECT6DC595951 Garaging Address: 7062 Tennessee River Ct,Eastvale,CA,91752-3908 Primary Use of the Vehicle: Pleasure Current Term Annual Mileage: 12,000 Renewal Term Annual Mileage: 12,000 Current Term Mileage Program: Estimated Renewal Term Mileage program: Estimated Coverages Limits Premium ... .................................................................................................'..-•---..................................................... c"c'........t,.... ........................-...... Bodily Injury Liability $250,00p each Person/$500,000 each Accident $231.00 Property Damage Liability $100,000 each Accident ......... ................................................................................................................................................ Uninsured/Underinsured Motorist Bodily $100,000 each Person/$300,000 each Accident $40.00 Injury ..................................................................................................................................................................................................................................... Uninsured Motorist Property Collision Deductible Waiver Applies $2.00 Damage/Collision Deductible Waiver .................................................................................................................................................................................................................................... Medical Payments $5,000 each Per Accident $3.00 ....................... ...................................... ...... ...................----..............................................................-----................................---...... Comprehensive Actual Cash Value Less$500 Deductible $143.00 ....................................................................................................................... Collision Actual Cash Value Less$500 Deductible $200.00 ............................................................................................................................•--.................................................................--..........................-----•-• Rental $40 each Day/Maximum 30 Days $29.00 .....................................................-----..........--••----.--.......................................................................----------•-----•-..........................................I.................. Roadside Assistance $75 Towing and$75 for Non-Towing Services $4.00 per Occurrence/Maximum 3 Occurrences ...................................................................................................................................................................................... ............................................. Non-Factory Equipment $1,000 Included ........................•....--..........--....--.......................................................................................................--.......................................................................... Total Premium for 2013 JEEP GRAND CHEROKEE 0 UTL 4X2 4D $652.00 2022 CADILLAC XT4 SPORT UTL 4DR,VIN:IGYFZFR44NF163256 Garaging Address: 7062 Tennessee River Ct, Eastvale,CA,91752-3908 Primary Use of the Vehicle: Pleasure Current Term Annual Mileage: 12,000 Renewal Term Annual Mileage: 12,000 Current Term Mileage Program: Estimated Renewal Term Mileage Program: Estimated Loss Payee PREMIER BANK, PO BOX 8929,STOCKTON,CA,95208 Coverages Limits Premium ...................................................................................................................................................................................................................................... Bodily Injury Liability $250,000 each Person/$500,000 each Accident $434.00 Property Damage Liability $100,000 each Accident U-176 CA 03/2023 Page 2 of 3 ..................................................................................................................................................................................................................................... Uninsured/Underinsured Motorist Bodily $100,000 each Person/$300,000 each Accident $148.00 Injury............................ ........................................................................................................................................................................................ Uninsured Motorist Property Collision Deductible Waiver Applies $2.00 Damage/Collision Deductible Waiver .. ............ ...............•....................................................................-.............................................................................................. ................................ Medical Payments $5,000 each Person/each Accident $6.00 --....--•--•... ........................................................................................................I.,..................... Comprehensive Actual Cash Value Less$500 Deductible $137.00 .................................................................................................................................................................................................... Collision Actual Cash Value Less$500 Deductible $654.00 ..................................................................................................................................................................................................................................... Rental $40 each Day/Maximum 30 Days .....$29:00 ....................................................................................................................................................................... Roadside Assistance $75 Towing and$75 for Non-Towing Services $4.00 per Occurrence/Maximum 3 Occurrences ................................................................................ .........-. ...................--..................._-................-.-....... Non-Factor Equipment $1,000 luded ........ . Y........ .....-............................--................... . . . . .... • • . . . . . . . . .. ..........•.............-..........................-.............-.-...........................Inc.............. .. . ....... .. Total Premium for 2A22 CADILLAC XT4 SPORT UTL 4DR $1,414.00 2024 MERCEDES GLE 450 4MATIC UTL 4X4 4D,VIN:4JGFB5KB9RB164893 Garaging Address: 7062 Tennessee River Ct, Eastvale,CA,91752-3908 Primary Use of the Vehicle: Commuting Current Term Annual Mileage: 13,000 Renewal Term Annual Mileage: 13,000 Current Term Mileage Program: Estimated Renewal Term Mileage Program: Estimated Coverages Limits Premium ............................................................---........................---.....................,.....--.....................-.--......................--...............-.-....................I................. Bodily Injury Liability $250,000 each Person/$500,000 each Accident $258.00 Property Damage Liability $100,000 each Accident ...................................................................................................................................................................................... Uninsured/Underinsured Motorist Bodily $100,000 each Person/$300,000 each Accident $44.00 Injury.................... .... ....... ..... . ..... ..-. ...........................•-•--•... Uninsured Motorist Property Collision Deductible Waiver Applies $2.00 Damage/Collision Deductible Waiver ................... ............................................................ .......................................................................................................................................... ........ Medical Payments $5,000 each Person/each Accident $5.00 .................... ..... . . .................................................................................................................................................................................................. Comprehensive Actual Cash Value Less$500 Deductible $222.00 ....................................................................................................................................................................................................,............................. Collision Actual Cash Value Less$500 Deductible $606.00 .................................................................................................................................................................................................................................... Rental $40 each Day/Maximum 30 Days $27.00 ......................................... ............................................................... .........-......................... ............................._............................................. Roadside Assistance $75 Towin g and$75 for Non-Towing Services $4.00 per Occurrence/Maximum 3 Occurrences . ........................................................................ .. .. ........................................................ Non-Factory Equipment $1,000 Included ...................................................................................................................................................................................................................... Total Premium for 2024 MERCEDES GLE 450 4MATIC UTL 4X4 4D $1,168.00 Subtotal Policy Premium(Ali Vehicles) $3,429.00 ...................... ......................................................................................................................................................................................................................................... Fraud Fee $3.52 P .r.. ...............(A­[ .....ll...Ve h.......icles..........)........................................... $3 ............................................................................................................,.......432......5.2' Total 6 Month Policy emium.. Policy Contract and Endorsements Your insurance policy and any endorsement(s) contain a full explanation of your coverage. The policy contract is form U-10 California Auto Policy(03/2023),The contract is modified by endorsement(s): U-176 CA 03/2023 Page 3 of 3 Santa Ana Police Department Communications Division Recruitment, Training, and Staffing Consulting Services Provided by Kim Turner, LLC The tailored consultation package for Santa Ana PD includes: 1. Development of a bespoke state-of-the-art 9-1-1 dispatcher training manual. a. Training manual will include specific timelines and training benchmarks b. Training manual will be specific to the policies and procedures of the Santa Ana Police Department 2. Enrollment for all Communications training Officers (CTO) in a 40-hour POST certified CTO certification course (included in the contract). 3. In-depth staffing analysis and schedule optimization. a. Assess the staffing structures, levels, and scheduling practices, including the use of overtime within the Communications Division for optimization. b. Research and review applicable best practices,regulations, and state and industry standards related to staffing, overtime, call time standards, including the MOU's between the City of Santa Ana and the Police Officers Association (POA). 4. Enhancement of recruitment and hiring practices a. Evaluate and enhance the City's current job posting for Police Services Dispatcher b. Evaluate and enhance current hiring practices c. Evaluate and enhance current recruitment practices 5. Comprehensive team-building strategies led by an expert clinician and coach 6. Executive-level mentorship for the Communications Manager and Deputy Chief 7. Production of a high-quality, customized recruitment video