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HomeMy WebLinkAbout110 PERCENT, INC. INSURAINCL.-; , I l.L N-2025-163 WORK MAY PRCCILD JNTIL INSURA0 E FXPiI*�{ ©AIL, JUL 0 1 20?5 CONSULTANT AGREEMENT BETWEEN 110 PERCENT,INC.AND THE CITY OF 0: ��� 01 SANTA ANA FOR FINANCIAL SUSTAINABILITY STRATEGIES AND ,SERVICES L� "�� THIS AGREEMENT is made and entered into on this 16''day of April,2025,by and between l 10 Percent, Inc.,a Colorado 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("City"). RECITALS A. The City desires to retain a consultant having special skill and knowledge in the Field of financial sustainability strategy and strategic plan services on behalf of the City's Parks, Recreation, &Community Services Agency, B. Consultant represents that Consultant is able and willing to provide such services to the City, C. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services perforated by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm is 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 I 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 in Consultant's Proposal - 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 Exhibit A. The total amount to be expended j during the term of this Agreement, including any extension periods, shall not exceed $35,000.00. 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(ACI-I)transfers. Consultant agrees to execute the i City's standard ACH Vendor Payment Authorization and provide required documentation. Upon verification of the data provided, the City will be authorized to deposit payments directly into Consultant's account(s) with financial institutions. Payment need not be made for work which fails to meet the standards of performance Page 1 of 9 i set forth in the Recitals which may reasonably be expected by City. I 3. TERM � This Agreement shall commence on the date first written above and terminate on June 30, 2026,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 contractor and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer-employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement;however,the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services.Consultant shall pay all salaries and wages,employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. a. OWNICRSHIP Or MATEMALS 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 nonexclusive and perpetual license for any Documents &c 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 skull 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. Minimum Scope and Limit of Insurance. Commercial General Liability (COL): Insurance Services Office .Form CG 00 0lcovoring COL on an "occurrence" basis, including products and completed Page 2 of 9 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. • Automobile Liability: Insurance Services Office Form CA 00 01 covering Code 1 (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. i • 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. • Professional Liability Insurance:with limits no less than$1,000,000 per occurrence or claun, and$1,000,000 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: • 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. • 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 lossos paid under the terms of any policy which arise from work performed by j Consultant under this Agreement. • 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, • 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 E is made or suit is brought,except with respect to the insurer's limits of liability. f • 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. • Certificate Holder on each Evidence of Insurance certificate shall be: City of Santa Ana, Attention: (Name of Department Staff Responsible for Agreement), Address of Department Responsible for Agreement, M-X , 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 provido 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 AXII, unless otherwise acceptable to City. i 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 night to modify these requirements, including limits,based on the nature of the risk,prior experience,insurer,coverage,or other special circumstances. 7. INDEMNIFfCATION 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 t 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 2792.8,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 rolate to the negligence,recklessness,or willful misconduct of the Consultant. Page 4 of 9 I 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. i 9. RECORDS Consultant shall keep records and invoices in connection with the work to he 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. I 10. CONYEDENTIALITY 1f 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 andlor agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any i 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 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. i 12. NON-DISCRIMINATION 1 Consultant shall not discriminate because of race,color,creed, religion,sex,marital status, Page 5 of 9 I i 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 o£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 i party,which is not embodied herein. 14. ASSIGNMENT Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign,transfer, delegate,or subcontract any interest herein without dio 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 Contractors retained by City. 15. TERMINATION This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event,Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination,subject to the following conditions: a. As a condition of such payment,the Executive Director may require Consultant to deliver to the City all work product(s)completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate. b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement. i f Page 6 of 9 j i 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. JU[t1CSDIClf'ION-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. f 18. PROFESSIONAL LICENSES Consultant skull,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, Iicenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement, 19. NOTICE Any notice,tender,demand,delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail,postage prepaid,or sent by fax or other telegraphic communication in the manner provided in this Section,to the following persons: To City: City Cleric City of Santa Ana 20 Civic Center Plaza(NI-30) P.O.Box 1988 i Santa Ana, California 92702 Fax: 714-647-6956 With courtesy copies to: Executive Director,Parks&Recreation City of Santa Ana 20 Civic Center Plaza P,O.Box 1988 Santa Ana, California 92702 Page 7 of 9 I r To Consultant: I10%, Ina. Farrell Buller,.principal 12350 County Rd. 195 Salida,Colorado V201 fbuller@I1Opercent.net .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 he effective or deemed to have been given three (3) days after it has been deposited in the ZJnited States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four(24)hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above, For purposes of calculating these time frames,weekends,federal,state,County or City holidays shall be excluded. 20. MISCELLANEOUS PROVISIONS a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney's fees,for any injuries or damages to City in the event that such authority or power is not,in fact,held by the signatory or is withdrawn. b. All Exhibits referenced heroin and attached hereto shall be incorporated as If fully set forth in the body of this Agreement. [signatures appear on follow ng page] i Page S of 9 i SIGNATURE PAGE FOR CONSULTANT AGREEMENT BETWEEN I10 PERCENT, INC. AND THE CITY OF SANTA ANA FOR FINANCIAL SUSTAINABILITY STRATEGIES AND SERVICES IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. ATTEST: - CITY OF SAN ANA ennifer . Hal A varo Nunez City Manager APPROVED AS TO FORM: CONSULTANT: SONIA R. CARVALHO City Attorney a wily signed by Jamie Sb Jamie Sabbath a6ach Oa le:2025.05.0 6 13:56,0 fi y+ -0 � onathan T. Martinez% BY: Jamie Sabbatchh Assistant City Attorney Title: President RECOMMENDED FOR APPROVAL: Hawk Scott Executive Director Parks, Recreation, & Community Services Page 9 of 9 EXHIBIT A CONSULTANT'S PROPOSAL } I I i SERVING THE PARK & RECREATION INDUSTRY Prepared for: City of Santa Ana Parks and Recreation Department i it 14 e1R € r:. A €.€ " •c.wi+ '� r''•'t a 7t � .`S. i; s • b .. M* believe In passibility Staff Training and Implementation Process Project Work Plan & Approach Letter of Interest Serving The Parks & March 25, 2025 Recreation Industry Influencing ethical decision- Timothy Pagano making,strengthening leadership Deputy Director of Parks and Recreation competencies,and helping create City of Santa Ana a financially sustainable future 20 Civic Center Plaza one organization at a time. Santa Ana, CA 92701 Dear Timothy, We are pleased to submit the following Financial Sustainobility Strategy and Strategic Plan proposal to the City of Santa Ana Parks and Recreation Department.The pages that follow outline a process intended to lead to the development of a useful and actionable financial sustainability strategy for your organization. Providing project oversight and leadership, 110% Inc. brings an unrivaled approach to creating financial sustainability strategies largely due to substantial practical experiences in public sector management and a focus on adaptive leadership in today's dynamic social, economic, and environmental times. We will facilitate a process and deliver results that cannot be matched by any other consulting firm. 110% Inc. brings the following to each project we lead and organization for which we work. • An extensive understanding of the parks and recreation industry including trends and Issues, service delivery, and management challenges strengthening efforts to develop relevant strategy. • A history of unparalleled client satisfaction and customer loyalty. • Authenticity and a commitment to facilitating each project based upon the unique attributes of your organization and the community you serve. Strategic financial sustainability concepts, approaches, and methodologies proven to be effective, In the event you have any questions as you review this proposal, please email me at IsabbachCc@1lopercent.net or call 720.304.2167, Respectfully, Jamie S.Sabbath President & Principal in Charge sun II'1 Phone website 10percent.net 110percent.net } fs. s.� .. AW A pcoo • n n fi • • • • • Financial Sustainability A key piece to this planning approach is the development of a Financial Sustainabiiity Strategy.A thoughtfully constructed Financial Sustainability Strategy provides park and recreation organizations with guidance specific to taxpayer investment and revenue generating opportunities.The process of creating a Financial Sustainability Strategy, as detailed below, results in cost recovery/subsidy investment goals connecting the dots between services that should receive the greatest subsidy(common good services)to those that should receive little to no subsidy (individualized services). KEY FOCUS AREAS OF FINANCIAL SUSTAINABILITY s Educakion Financial &Training Analysis f •fOperating 0 Staff Planning Session aFinancial Insights andHistoric Trends • Creating Cohesion Mission, • Operating f Performance Values Metrics Project Management Tasks Project management(PM)tasks including o former!kick-off meeting and project check-in and review meetings that will be conducted throughout the process. SERVING THE PARKS�0% r Proposed Budget The proposed budget for specific training and oversite is based on estimated hOLrrs, travel costs associated with in person training and relevant supplies.We are willing to modify or further customize this proposed work plan to best suit the interests of the Department so that the intended outcomes of this process can be realized. ComponentTraining � • Kaizen Integration & Support $1 750 Department Mission, Vision, Values, Culture $6,000 Financial Sustainability Strategy - Analysis $17,850 Recreation Service Analysis $9 400 ip q J�j ^s Consultontrates used to calculate the fee proposal include:Principal:$235/hour,'Project Consultant:$55O-1731hour. NOTES:All pricing Includes one project visit Additlonal in-person facifitation is available upon request.Pricing per trip is based upon market and staff time and priced at an agreed upon amount based art location of selected consultant(s).Invoices will be submitted monthly based upon the postmonth's project completion:No reimbursable expenses are included in the proposal as they ore built Into the process prfcJng, RECREATIONSERVING THE PARKS AND Our $ervices Ethics I Leadership I Financial Sustainability We are 110%. A parks and recreation consulting firm of former practitioners who advocate for inspiring ethical decision making, strengthening leadership competencies, and ensuring the financial sustainability of parks and recreation. Education, Presentations, &Trainings Our educational content,expert presentations,and training programs effectively address important industry issues around the three key areas of ethical decision making, adaptive leadership and financial sustainability" By delivering effective and engaging content which provides tangible and impactful results,we carefully design programs around your specific needs so the experience is impactful and memorable. Financial tustainability T0he Financial Sustainability Strategy empowers organizations to use data and information to make informed decisions.Whether done as a standalone project or with as part of a planning initiative,our unique process combines sound financial s management principles with our one-of-a-kind cast-of-service process to help organizations clearly understand how taxpayer resources are being used. i. Planning Initiatives Our custom-tailored planning initiatives blend visioning what an organization and F� ` community can become with creating a responsible and sustainable future.We strive to leverage our experience and networks to provide your organization with an optimized and practical master or strategic plan. IMF LW Phone Email Website UnkedIn 04info@110percent.neti i3i 4!1kE, Y,__ s-J.41,i �Ai r Fa . r't. Y Jamie Sabbach ' Founder I President I PrincipalIN&-L' Biography Jamie founded 110%Inc.in 2010 with the intention of helping organizations be more strategic and bolder amid dynamic 110%,Inc. social,environmental, and economic change, Having decades President&Principal,Feb 2010-present of experience in the public park and recreation field and as a college instructor have fed her passion to help others enhance Indiana University,Bloomington,IN Adjunct Faculty,Sep 2021-present their awn talents and improve performance. Jamie has testified in front of the United States Congress on City of Boulder,CO Superintendent of Recreation&Community Services, the importance of public parks and recreation.She is a past Mar 2003-Feb 2008 President of the American Park and Recreation Society and Illinois State University,IL was inducted as a Fellow into the American Academy for Park Faculty in Dept.of Kinesiology and Recreation,Aug 2001-Mar 2003 and Recreation Administrator in 2008.Jamie is a native of Illinois who lives in the mountains of Colorado,She's a former City of Bloomington,IN college jock who enjoys hiking,biking,golf,volunteering, and Director of Recreation and Community Services,Jan 1997—Jul 2001 has a love affair with the Chicago Cubsl Education Park District of Oak Park,IL Harvard University Financial Sustainability Strategy,2023 Kennedy School of Government,TAPLD,2014 Glencoe Park District,IL Indiana University Park District Comprehensive Plan,2023-present Post-Graduate coursework,1998-2000 Town of Mansfield,CT Eastern Illinois University Parks&Recreation Master Plan&Financial Sustainability Master of Science Degree in Public Administration/Sports Strategy,2023-2024 Management,1988 Crown Mountain Park&Recreation District,CO Eastern Illinois University Park&Recreation District Master Plan,2022—2023 Bachelor of Science Degree in Physical Education/Coaching/Business Administration, 1986 City of Napa,CA Parks&Recreation Services Management Plan,2018—2019 Financial Sustainability Strategy and annual updates,2021-2023 • 01 SERVING THE PARKS AND RFCREATION INDUSTRY 6 s x # q:. 4 GCS Farrell Buller �J Principal I Certified Executive Coach I Change Advocate : . t` I Biography Work History Farrell has more than 20 years in progressively responsible leadership roles.She has focused on achieving results for 110%,Inc. leaders and their teams,successfully leading organizations of Principal&Certified Executive Coach,Jan 2021-present 500+employees,with budgets of up to$80M,as well as Town of Erie,CO smaller organizations and teams.As a graduate of the Deputy Town Administrator,Feb 2019-Jan 2021 University of Northern Colorado in Therapeutic Recreation and Acting Town Administrator,May 2018-Jan 2019 as a Former Parks and Recreation Director and City Manager, Assistant to the Town Administrator,Sep 2017-Apr 2018 Farrell embraced her passion for serving others, Director of Parks and Recreation,Mar 2014-Sep 2017 She brings the ability to impact, influence,and inspire leaders City of Lakewood,CO at all levels. Farrell is the recipient of several awards,including Recreation Division Manager,Apr 2011-Mar 2014 Outstanding New Professional of the Year,Mid-West Region City of Commerce City,CO Professional of the Year,and the Pottsie Development Recreation Division Manager,Oct 2004-Jan 2011 Scholarship.You can often find Farrell and her family City of Boulder,CO intentionally taking the"road less traveled"as they discover Recreation Coordinator,Jan 2000.Oct 2004 their next adventurel Education Select Client List Directors Summit Lead Facilitator;Invitation-only Symposium, 2023&2024 City of Northglenn,CO Financial Sustainability Strategy,2023 Clemson University Town of Addison,TX Tank:Invitation-only Symposium, 2019 Parkland Dedication Fee Study,2023-present Altruism Institute Invitation-only Symposium,2016 City of West University Place,TX Operational Analysis&Financial Sustalnabiiity Strategy,2022—2023; Agents of Change present Invitation-only Symposium,2015.2018 City of Aurora,CO National Recreation&Park Association Financial Sustaimbility Strategy,2023 Directors School Graduate,2015 City of Fart Collins,CO University of Northern Colorado Leadership Development and Professional Coaching,2023-present Bachelor of Science Degree In Recreation/Therapeutic, 1997 iSERVING THE PARKS AND RECREATION INDUSTRY 7 A Call to Action for Public Parks and Recreation High-performing park and recreation organizations seek out and embrace responsible financial and service management practices. Completion of a Financial Sustainability Strategy and Strategic Plan represents a significant commitment to ensuring the long- term financial health and sustainability of your organization. Through careful analysis and thoughtful planning, your organization can begin to develop a comprehensive strategies that aligns with goals and furthers work towards financial sustainability. Thanlc you! A small firm by choice, we remain committed to working with those who want to change the world for the better and want to do the right thing all day, every day. We would like to extend our heartfelt thanks and appreciation to you for considering partnering with 110%, Inc. on this important project. We look forward to the opportunity to work alongside you! Sincerely, �E SERVING THE PARKS AND RECREATION INDUSTRY 8 0% sharp copier_20250615_224756 Final Audit Report 2025-06-16 Created: 2025-06-16 By: Stephanie Garcia(SGarcia5@santa-ana.org) Status: Signed Transaction ID: CBJCHBCAABAAoLTaZd2S1_QuOQYPowRpgKO2NSfwBcdP "sharp co pie r_20250615_224756" History C-I Document created by Stephanie Garcia (SGarcia5@santa-ana.org) 2025-06-16-6:1 1:21 PM GMT Document emailed to Hawk Scott (hscott@santa-ana.org) for signature 2025-06-16-6:11:29 PM GMT `s Email viewed by Hawk Scott (hscott@santa-ana.org) 2025-06-16-6:11:40 PM GMT Q Document e-signed by Hawk Scott (hscott@santa-ana.org) Signature Date:2025-06-16-6:22:38 PM GMT-Time Source:server Q Agreement completed. 2025-06-16-6:22:38 PM GMT Adobe Acrobat Sign AC"R ® CERTIFICATE OF LIABILITY INSURANCE °ATE'MMID°"YYY' 04/01/2025 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 INSURERS}, 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 Toby Moser StateFarm Toby Moser PHONE 303-4944554 FAX AIC No Ext: AIC No): A4 1295 South Broadway Suite A E-MAI�ss toby.moser.le25@statefarrn.00m INSURER(S)AFFORDING COVERAGE NAIC# Boulder CO 803056769 INSURER A: State Farm Fire and Casualty Company 25143 INSURED INSURER B: 110%INC INSURER C: PC BOX 538 1 INSURER D: INSURER E SALIDA CO 812010538 1INSURERF: COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO 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. NSR LTR TYPE OF INSURANCE OD UB E P IN ADD WVD POLICY NUMBER MMlDDfYYYY MMIODIYYYY LIMBS X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE S 2,000,000 DAMAGE TO RENTED $ 300,000 CLAIMS-MADE �OCCUR PREMISE a ccurrence MED EXP(Any one person) S 5,000 A Y Y 96-ES-P901-7 09/01/2024 09/01/2025 PERSONAL&ADV INJURY s 2,001 GEN'L AGGREGATE LIMIT APPLIES PER GENERAL AGGREGATE S 4,000,000 PRO- ��11 POLJCY JECT /7 LOC PRODUCTS-COMPIOPAGG S 4,000,000 OTHER: $ AUTOMOBILE LIABILITY COMBINED SINGLE LIMTT Ea accident S ANY AUTO BODILY INJURY(Per person s OWNED SCHEDULED AUTOS ONLY AUTOS BODILY tNJURY(Per accident) s HIRED NON-OWNED AUTOS ONLY AUTOS ONLY Per accident S S UMBRELLA LIAB OCCUR EACH OCCURRENCE EXCESS LIAR HCLAIMS-MADE AGGREGATE S DEC) RETENTION $ S WORKERS COMPENSATION PER OTH- AND EMPLOYERS'LIABILITY ANY PROPRIETORIPARTNEWEXECUTIVE YIN E-L,EACH ACCIDENT $ OFFICERIMEMBER EXCLUDED? N!A - (Mandatory in NH) E,L.DISEASE-EA EMPLOYE $ If yes,describe under DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $ U raI-I %Tran 1,guyen Ng yen w34so 070o- APPROVED By Tu Tran Nguyen at 2:32 pm,Jun 11,2025 DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (ACORD 101,Additional Remarks Schedule,may he attached if more space is regw Description of Services: 110%to provide consulting services to the City of Santa Ana Parks and Recreation Department for the development of a financial sustainability strategy. "The City of Santa Ana, its officers,employees,agents,and representatives are named as additional insured on this policy pursuant to written contract, agreement,or memorandum Of understanding," 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 ACCORDANCE WITH THE POLICY PROVISIONS. 20 Civic Center Plaza AUTHORIZED REPRESENTATIVE Santa Ana CA 92701 This form was system-generated on 04101/2025 ©1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25(2016103) The ACORD name and logo are registered marks of ACORD 1001485 2005 155279 205 01.19-2023 C�® DATE(MmIDwrm) A C" CERTIFICATE OF LIABILITY INSURANCE 0512712025 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(ios) 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 Tob Moser N ME: y StateFarm Toby Moser (A/C,No Ezt: 303-494-4554 AXAIC N® 1295 South Broadway Suite A E-MAIL tab moser.le25 statefarm.com �,r, E35 Y• _ INSURERS AFFORDING COVERAGE NAIC 4 Boulder CO 803056769 INSURER A: State Farm Mutual Automobile Insurance Company 25178 INSURED INSURER B Martin,Lisa INSURERC: 12350 COUNTY ROAD 195 INSURER D INSURER E SALIDA CO B12019367 INSURER F: COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO 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. IN R ADD SUB ---POLICY 5FF P E LTR TYPE OF INSURANCE IN9D WVD POLICY NUMBER MMIDDIYYYY MMIDDIYYYY LIMITS COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE S CLAIMS-MADE1-1 OCCUR DAMAGE TO RENTED SES Ea ocurrencel S MED EXP(Any one person) s PERSONAL&ADV INJURY s GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE s PRO POLICY JECT LOC PRODUCTS-COMP/OP AGG S OTHER: S AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT 676 9616-F17-06A 12117/2024 06/17/2025 Ea acciden S ANY AUTO BODILY INJURY(Per person) s 1,000,000 A OWNED SCHEDULED Y Y AUTOS ONLY X AUTOS BODILY INJURY(Per accident) S 1,000,000 HIRED NON-OWNED AUTOS ONLY AUTOS ONLY Per acciden[ S 1,QQQ,QQO s UMBRELLA LIAB OCCUR EACH OCCURRENCE S EXCESS LIAR HCLAIMS-MARE AGGREGATE S DED RETENTION $ WORKERS COMPENSATION PER OTH- AND EMPLOYERS'LIABILITY $ ANY PROPRIETOPJPARTNERIEXECUTfVE YIN E.L,EACH ACCIDENT OFFICERIMEMBER EXCLUDED? ❑ N!A S (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE S If yes,describe under DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT S DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached if more space is required) State Farm Insurance agrees to waive all rights of subrogation against City,its City Council,its officers,officials,employees,agents,and volunteers for lasses paid under the terms of any policy which arise from work performed by Consultant under this Agreement." APPROVED By To Tran Nguyen at 2:32 pm,Jun 19,2025 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 ACCORDANCE WITH THE POLICY PROVISIONS. 20 Civic Center Plaza AUTHORIZED REPRESENTATIVE Santa Ana CA 92701 This farm was system-generated on 0512712025 ©1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25(2016103) The ACORD name and logo are registered marks of ACORD 1001486 2005 155279 205 01-19-2023 TE ,�c`o'rrv® CERTIFICATE OF LIABILITY INSURANCE DA04/011202r 5 ) 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). PRODUCFR CONTACT NAME: Pinnacol Assurance PHONE FAX 7501 E.Lowry Blvd. I AIC Na Ext: Arc Na. .-MAIL Denver,CO 80230-7006 ADDRESS: INSURER(S)AFFORDING COVERAGE NAIC# INSURER A:Pinnacol Assurance 41190 INSURED INSURER e 110%,Inc. PO Box 538 INSURER C: Salida,CO 81201-0538 INSURER D: INSURER E; INSURER F; COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO 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. ILTa rvPEOFINSURANCE IINSIDADDL WVD UBR POLICYNUMBER MMILDWYYYY MMtlONYYPY LIMITS COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE 5 CLAIMS-MADE1:1 OCCUR DAMAGE AG O R NTED PREMISES Ea occurrence 5 MEO EXP(Any one person) 5 PERSONAL&ADV INJURY 5 GENT AGGREGATE LIMIT APPLIES PER'. GENERAL AGGREGATE 5 POLICY D JECTFRO- LOC - PRODUCTS-COMPIOP AGG 5 OTHER: S AUTOMOBILE LIABILITY C CMBINED SINGLE LIMIT TS s accident ANY AUTO BODILY INJURY(Per person) 5 OWN ONLY ED SC AUTOSHEDULEU ) BODILY INJURY(Per atmldent S AUTOS HIRED NON-OWNED PROPERTY DAMAGE AUTOS ONLY AUTOS ONLY Per accidenl S S UMBRELLALIAB OCCUR EACH OCCURRENCE S EXCESS LIAR CLAIMS-MADE AGGREGATE 5 DED RETENTION$ _ WORKERS COMPENSATION STATl1TE OTRH- AND EMPLOYERS'LIABILITY Y I N A ©FCERfiRIETOR€XCLUOE1b ECUTIVE iNfA 4240414 11/01/2024 11/01/2025 E.L.EACH ACCIDENT 51,000,000 (Mandatory in NH) ❑ E.L.{DISEASE-EA EMPLOYEE 51,000,000 T yes,describe under DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT S1.000.000 DESCRIPTION OF OPERATIONS 1 LOCATIONS r VEHICLES IACORD 101,Additional Remarks Schedule,may be attached it more space is required) Unless otherwise stated in the policy provisions,coverage in Colorado only. 110%to provide consulting services for the development of a financial sustainability strategy to the City of Santa Ana Parks and Recreation Department. APPROVED I` By Tu Tran Nguyen at 2--33 pm,Jun 11,2025 CERTIFICATE HOLDER CANCELLATION 2469081 City of Santa Ana SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE 20 Civic Center Plaza THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN Santa Ana,CA 92701-4058 ACCORDANCE WITH THE POLICY PROVISIONS. Glantz@santa-ana.org AUTHORIZED REPRESENTATIVE Pinnacol Assurance 1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25(2016103) The ACORD name and logo are registered marks of ACORD ACORDs provided by Forms Boss.www.FormsBoss.com; (c) Impressive Publishing 800-208-1977 AC ROI CERTIFICATE 4F LIABILITY INSURANCE SAT (MMIO25�) kk.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 �G NAME: alla her Client Service Team Arthur J. Gallagher Risk Management Services, LLC PHONE FAX 2850 Golf Road -833-391-6524 Arc_No):725-735-3800 ML Roiling Meadows IL 60008 A DRESS: Select_Certificates@a'q.com INSURERS AFFORDING COVERAGE NAIL# INSURER A:United States Liability Insurance Company 25895 INSURED 1101NCO-01 INSURER B: 110%, Inc. P.O. Box 538 INSURER C: Salida CO 81201 INSURER D: INSURER E INSURER F; COVERAGES CERTIFICATE NUMBER:1738553669 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 ADDLTYPE OF INSURANCE INSD SUER POLICY NUMBER MM POLICY EFF POLICY EXP LTR f DffYYY MM1DlYYYY LIMITS COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE S CLAIMS-MADE OCCUR DAMAGE TO RENTED PREMISES Ea occurrence $ MED EXP(Any one person) S PERSONAL BADVINJURY S GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE S POLICY D PROJECT LOC PRODUCTS-COMPfOP AGG S OTHER: $ AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $ Ea accident ANY AUTO BODILY INJURY(Per person) S OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY(Per accident) S HIRED NON-OWNED PROPERTYDAMAGE $ AUTOS ONLY AUTOS ONLY Per accident S UMBRELLA LIAB OCCUR EACH OCCURRENCE $ EXCESS LIAB HCLAIMS-MADE AGGREGATE $ DEO I I RETENTION$ S WORKERS COMPENSATION PER. O TH- AND EMPLOYERS'LIABILITY YIN STATUTE ER ANYPROPRIETORIPARTNERIEXECUTIVE ❑ E.L.EACH ACCIDENT S OFFICERIMEMBEREXCLUDED? NIA (Mandatary in NH) E.L.DISEASE-EA EMPLOYEE S If yes,describe under DESCRIPTION OF OPERATIONS below I E.L.DISEASE-POLICY LIMIT S A Professional Liability Y Y SP1564907H 1/24/2025 112412026 Each ClaimJAggregale $1,000,000 DESCRIPTION OF OPERATIONS r LOCATIONS I VEHICLES (ACORD 101,Additional Remarks Schedule,maybe attached if more space is required) City of Santa Ana,its City Council,officers,officials,employees,agents,and volunteers are included as Additional Insured as respects to the Professional Liability policy,pursuant to and subject to the policy's terms,definitions,conditions and exclusions.Waiver of Subrogation applies to Certificate Holder as respects to Professional Liability policy,pursuant to and subject to the policy's terms,definitions,conditions and exclusions. APPROVED CERTIFICATE HOLDER CANCELLATION By Tu Iran Nguyen at 2:33pm,.tun if,2025 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 Santa Ana CA 92701 AUTHORIZED REPRESENTATIVE ©1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25(2016103) The ACORD name and logo are registered marks of ACORD MM Policy No. 96ESP9017 2118--FA65 CMP-4787 Page 1 of 1 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY CMP-4787 WAIVER OF TRANSFER OF RIGHTS OR RECOVERY AGAINST OTHERS TO US This endorsement modifies insurance provided under the following: BUSINESSOWNERS COVERAGE FORM SCHEDULE Policy Number: 96ESP9017 Named Insured: 110% INC PO BOX 538 SALIDA CC 81201--0538 Name And Address Of Person Or Organization: City of Santa Ana, its City council, officers, employees, agents, and volunteers 20 Civic Center PLZ Santa Ana CA 92701-4058 The following is added to Paragraph 10.b. of SECTION I AND SECTION II — COMMON POLICY CONDITIONS: We waive any right of recovery we may have against the person or organization shown in the Schedule because of payments we make for injury or damage arising out of: a. Your ongoing operations; or b. "Your work" done under contract with that person or organization and included in the "products- completed operations hazard". This waiver applies only to the person or organization shown in the Schedule. All other policy provisions apply. CMP-4787 1006225 137716.1 11-19-2013 �P,Copyright,State Farm Mutual Automobile Insurance Company,2008 Includes copyrighted material of Insurance Services Office, Inc.,with its permission. i MM Policy No. 96ESP9017 2118-F'A65 CMP-4786 Page 1 of 1 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY CMP-4786 ADDITIONAL INSURED —OWNERS, LESSEES, OR CONTRACTORS (Scheduled) This endorsement modifies insurance provided under the following: BUSINESSOWNERS COVERAGE FORM SCHEDULE Policy Number: 96ESP9017 Named Insured: 110% INC PO BOX 538 SALIDA CC 81201-0538 Name And Address Of Additional Insured Person Or Organization: City of Santa Ana, its City council., officers, employees, agents, and volunteers 20 Civic Center PLZ Santa Ana CA 92701-4058 1. SECTION II ---- WHO IS AN INSURED of b. Products-Completed Operations SECTION II — LIABILITY is amended to in- "Your work" performed for that additional clude, as an additional insured, any person insured and included in the "products- or organization shown in the Schedule, but completed operations hazard". only with respect to liability for "bodily in- 2. Any insurance provided to the additional in- jury", "property damage", or "personal and sured shall only apply with respect to a claim advertising injury" caused, in whole or in made or a "suit" brought for damages for park, by: which you are provided coverage. a. Ongoing Operations 3. Primary Insurance. The insurance afforded the additional insured shall be primary insur- (1) Your acts or omissions; or ance. Any insurance carried by the additional insured shall be noncontributory with respect (2) The acts or omissions of those acting to coverage provided by you, on your behalf; There will be no refund of premium in the event in the performance of your ongoing opera- this endorsement is cancelled. tions for that additional insured; or All other policy provisions apply. CMP-4786 1006104 137713.1 10-23-2013 ©,Copyright,State Farm Mutual Automobile Insurance Company,2008 Includes copyrighted material of Insurance Services Office, Inc„with its permission. PIINN/LCOL 7501 E. Lowry Blvd. Denver, CO 80230-7006 ASSURANCE 303.361.4000/800.873.7242 Pinnacol.com NCCI #: WC000313 Policy#: 4240414 110%, Inc. PO Box 538 Salida, CO 81201-0538 ENDORSEMENT: Waiver Of Subrogation We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) This agreement shall not operate directly or indirectly to benefit anyone not named in the Schedule. SCHEDULE City of Santa Ana 20 Civic Center Plaza Santa Ana, CA 92701-4058 "City of Santa Ana, its City Council, officers, officials, employees, agents, and volunteers." Effective Date: April 1, 2025 Pinnacol Assurance has issued this endorsement May 7, 2025 7501 E.Lowry Blvd Denver,CO 80230-7006 Page 1 of 3 P matthew.david@110percent,net- 04/0112025 12:49:30 4240414 84997230 UW137 StateFarm �.. State Farm Mutual Automobile Insurance Company q;:FE.1-A VUTL Vc- � � FO Box 2355 B1acmrr7gton IL 6 1 702-23 5 8 DECLARATIONS PAGE 771 NAMED INSURED Ate 06-2118-1 A A FOLICY INUMEER E7E 9C1=-F17-:EA MARTIN, LISA ANDFSABBACH, OLICY FERIOD MAY 7 2:25 t-DEC 172:25 JAMIE 12..1 AfJ. Lta c3rc (-imp — 12350 COUNTY ROAD 195 SALIDA CO 81201-9367 ;STATE FARM PAYMENT=LAN NUMEER 14E9�219=:4 AuENT — TDEY MOSER 1NSLR A('�FNCY INC — 1295 S EROADWAY ST STE A EOULDER,CO SC3C=-:--7E-9 — FFnNF:(3^3)494-4-E4 DO NOT PAY PREMIUMS SHOWN ON THIS PAGE. IF AN AMOUNT IS DUE,THEN A SEPARATE STATEMENT IS ENCLOSED. YOUR CAR YEAR MAKE MODEL. BODY STYLE VEHIXF In.NU"JIF3ER CLASS SYMBOLS COVERAGE&LIMITS PREMIUMS A Liarility C�-v-ray= E-�cily Ir-ji.ry Limit- Eacl-Ferso-, Each-A=ice-t FmParrty Damag=Limit Earl-Accice-1 $1 Crr rn; n 'rrmcr-�=-rciv=r r. vFrage-$f,"'"n=-,rtiHr G Crllisirr Cr-vera a- 2 CCC Der:_rfitlg: Total premium for MAY 07 2025 to DEC 17 2025. This is not a bill. IMPORTANT MESSAGES R_cla:ecl�:lic}rLmt_rE7=��1•=-C=. Your total renewal premium for JUN 17 2025 to DEC 17 2025 is$659.46. `The total premium listed above reflects a recent change to your policy and the 6 month renewal premium. Frmil.m ii-:Ii zr,$. fcr Gl-racr Tl-=ft Fr?,,=rtirr AE t'-rrity Fem C-1-race law reCl-ims Liatility Ccverage(�cver-ige A)'mt-E-^ily it-jr.ry limits cf a1 least$2=,CCC earl-cerscr/${C arr aacr amicert arc a rrcac ycamage limit cf$1 "rya- a i_=-rt.llrirs_re_Mct-r V=1-i:le C:v=rag is Available -c:t-ar amc_rl ecLal t_ycLr cLrrert Csysrage A limits.UrirsLry M t r ti=f-i*-Ccvc-rage fcr LZ:cily irjM will 1;-r rlLCGC irycur policy it air amc;.rt acLal tc y-Lr �cverage A t;ccily ir-jr.ry limit=r.rirss ycL ccrrrcl--t-ar aekrcwtecgmE-t cf cdvarag-se ecircr cr rje-Uc�- fcmi. oft-er coverage_that may Le selectee ty t•e ramtc r =Lr==irclL•_e Mecical=ayme+ts,Jrn st.rec Mctcr Vericle=rccerty Damage, C-m r=l-orGive, Em=rg-r^y Rc-ac SerAna,Car Rartal&Trav=l Excer,-=,DeAtl-,DiemGmEr inert&L-„ arc LOSS-f Ear-irgs ccver-ige;, State Farm w•:rK- I-arc tc cff=r yr 1:1 =t==et rc rcirati_r cf Fri:e,s=rvr:e,ar-Frctecti-r. T•-e wrc_rt y-i Fay fhr ar tcrccrle irsurarce is cet_rmi-ec cy mary fact-rs s...l as tie ccverages y::L -ays,wl-ere yc_five,ti-e kir=cf:ar yc- _rry I-,w ycLr car is Lsec,M-c cTrvEs tt-B oar,a-c rrfcrnaticr fr_m -cr_Ltn_r reccrts. Y-L l-avg�tr•e ri l-t t-recT.est,r-mere tf-ar--r:e_.-ri^g a 1 rr-rtl- FFri-c,ti-at y:Lr ccG^y ce riot-c Lsirg a;i.rrert ercit asr it_i..rarce sCCr Ter-aLlti~g imra:t E tr_tl e _it Fcfticr -f t`e ra-ratryc irSLrar-ce s:-ra will r-t ircrease y:Lr prerniLm;1-cw-v�r,yc.r ter-.rail cremi.-r rray cecrea.-e,remarr tF-ry sams,:r it:r=a"-cL=tc --6--er fa-t:r-imFactirg ycLr total premium. EXCEPTIONS,POLICY BOOKLET&ENDORSEMENTS(See policy booklet&individual endorsements for coverage details,) I YOUR POLICY CONSISSTS OF TrHIS 'DECLARATIONS PAGE THE POLICY BOOKLET - FORM 9806B, AN[ ANY ENDORSEMENTS THAT APPLY, INCLULING THOSE ISSUEC TO YOU WITH ANYSUBSQUENT RENEtAL NOTICE. NZ68 T ALLITIONAL 1N5URE- (PRI(,,k NOTICE OF lLRMINAlIUN)-LIfY OF SANTA ANa, 6125AVIL LEAMENCATO11YyENCORSEMENT HLIU1-41J5t3. 6129H AMENCATORY ENCORS"EMENT. 690613.1 AMENCATORY ENCORSEMENT. Agerf. TOeY MOSER AGENrY INr TeleFI---re. (3;3)494-4554 C35421Cr"7C1 VeR v= = r=' prepare_ MAY14%C%_ -11?-Ac= Nguyen, Tu Tran From: Scott, Hawk Sent: Wednesday,June 11, 2025 10:49 AM To: Lantz, Corilyn; Garcia, Stephanie Cc: Pagano, Timothy Subject: RE: City of Santa Ana- 110% Hi Cori, And a pleasant good morning to you wherever you may be. Please proceed with moving forward with this contract. Thanks Hawk V. Scott Executive Director of Parks, Recreation, and Community Services Santa Ana City of Santa Ana 1 (714)S7a-42o4 1 L714)720-2611 vrr4iv.santa-ana.or I hscottc)santa-ana.org S�r�ta Ana 20 Civic Center Plaza Santa Ana,CA 92701 f U13ED From: Lantz, Corilyn Sent:Wednesday,June 11, 2025 10.03 AM To: Garcia,Stephanie<SGarcia5@santa-ana.org>;Scott, Hawk<hscott@santa-ana.org> Cc: Pagano,Timothy<tpagano@santa-ana.org> Subject: FW: City of Santa Ana- 110% Hi Stephanie, After speaking with Matt, it is looking like they are having issues with their broker obtaining the endorsement pages. In order to move forward,we will need to do so with an Executive Director override and approval of the Cols received to date. Hawk-are you able to assist with moving this contract forward without the endorsement pages? Cori Lantz I Recreation & Community Services Supervisor I CLantz@santa-ana.orR 1 714.571.4207 From:Garcia, Stephanie Sent:Tuesday,June 10, 2025 4:49 PM To: mdavid@110percent.net Cc: Lantz, Corilyn <clantz@Santa-ana.ors>;fbull_er2110percent.net; Perez, Demi <dperezl0@Santa-ana.org> Subject: RE: City of Santa Ana- 110% 1 Hi Matt, Just following up on my email below. Thank you! Sincerely, Stephanie Garcia, Management Aide City of Santa Ana, Parks, Recreation and Community Services 20 Civic Center Plaza, Santa Ana, CA 92701 Santa Ana (714) 571-4217 1 s arcia5 santa-ana.or "City Hall is closed every other Friday. Click here for dates" From: Garcia, Stephanie Sent:Thursday, May 29, 202S 4:24 PM To: mdavid@110percent.net Cc: Lantz, Corilyn <clantz@santa-ana.org>;fbuller@110percent.net; Perez, Demi <dperez10@santa-ana.org> Subject: RE:City of Santa Ana- 110% Hi Matt, Per our Risk Management division, we actually need those endorsements if we are an additional insured and if subrogation is waived. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have Al If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policie this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). Sincerely, Stephanie Garcia, Management Aide City of Santa Ana, Parks, Recreation and Community Services 20 Civic Center Plaza, Santa Ana, CA 92701 Santa Aria (714) 571-4217 1 sgarcia5asanta-ana.org "City Nall is closed every other Friday. Click here for dates" From: Matt David <mdavid@110percent.net> Sent: Wednesday, May 28, 2025 11:53 AM To: Garcia, Stephanie<SGarcia5@santa-ana.org> Cc: Lantz, Corilyn<clantz@santa-ana.org>; Farrell Buller<fbuller@110percent.net>; Perez, Demi<dperezl0@santaz 2 ana.org> Subject: Re:City of Santa Ana- 110% Attention: I hk entail originated from outside of City of Santa Ana. Use caution when opening attachments of links. Hi again, Everything that's being requested has been addressed already. 1. Again,this request was included on the document titled "110%WC COI -Santa Ana" provided on 5/7, attached again here. Below is a screenshot of the first page of the endorsement that includes the statement that is verbatim to what is being requested. Please advise if something additional is missing. RNMACOL T5G, Law'BNd ASSu+1ANCE Omtezr,W B0230•Tt1Ctl 3Cal M140M J SM 473.7242 Rrs•.Yxd uxr W-0 a WC0003t3 p bcy r 4204t4 1 tpys,he. PO flkn 536 Sao&CO SPRO1d9S.T11 ENOORAnWNTT waft r or 3mbtop4w We�n tt�+yhr�races.n.r;,ry'-eats rtom.ry�re base L+.e r3.rx;a.eeU by nv�oawv vre w.+c1 e Wrc W-Ot s}i I aw cwu w nyr i7otw named n 9rt S .*,le it"aryeemtrl apcaes.wy to 7u MIM thw WU O Lr M W,k.radar a v Af"oW*9,t thlt regW"you In otsl> its&Wet-.tn1 sever.us t Th%OVV �:arN ohs&+-J a,V*M r*r"er ye3r"W WAR a+WM"hMlr d S h.� .a pllLa C--f¢Sur_,><•ea 2Q Ci>'+c Cem+e'FePws3 Sawn A,*CA 927A14M -C&V al S,A lace rt Car Cdaet.91ra90 aftuj hk m Odi—agirta am ERatne Deft k-A 1 2025 P+rss d Asw,x hm as -1 9+r5 m��r Lkre 7 2025 2. Again,this request was included on the document titled "110% PL COI and Endorsements-Santa Ana" provided on 5/21, attached here again (again, our insurance broker said this suffices on their end for the City's requirements).The blanket endorsement includes the statement that is verbatim to what is being requested (2.a), and the screenshot below is where that is addressed (2.b). Please advise if something additional is missing. 3 15LZ IR16I OF OPERATICIZ bekm E$_DISF-ASE-POLICY Lfh'T A Proles-wal UaNfity Y Y SP156490e H 1Y_•'492025 ii2a:2C2t Ea;h ClairrlAw--Oate DESCRIPTION OF OPERATIONS r LOCATIONS I VEHICLES IACORD 101,Additional Remarka S6heduss.may be attached If more apace la required) City of Santa Ana,its City Council,otiicers,officials, employees,agents,and volunteers are included as Additional Insured as respects to t Liability policy,pursuant to and subject to the policy's terms,definitions,conditons and exclusions_Waiver of Subrogation applies to Certifi respects to Professional Liability policy,pursuant to and subject to the policy's terms,definitions,conditions and exclusions. CERTIFICATE HOLDER CANCELLATION Matt David Operations & Marketing. Manager 11D%, Inc. From: Garcia, Stephanie<SGarcia5@Santa-ana.org> Sent:Wednesday, May 28, 2025 1:39 PM To: Matt David <mdavid@110percent.net> Cc: Lantz, Corilyn <clantz sa_nta-ana.org>; Farrell Buller<fbuller@110percent.net>; Perez, Demi<dperezl0@santa- ana.org> Subject: RE: City of Santa Ana- 110% Hi Matt, Just two more items are needed: 1, Update the Waiver of Subrogation endorsement as to Workers' Compensation to state the following: 4 CzUvUsboOhvzfobu2;29qn-Tfq28-3136 Ejhjubmmz!tjhofe! cz!Uv!Usbo! Uv!Usbo! Ohvzfo! Ebuf;!3136/1:/28! Ohvzfo 24;2:;45!.18(11( (Personal Auto) CzUvUsboOhvzfobu2;2:qn-Tfq28-3136