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HomeMy WebLinkAboutMILAGRO MEDIA STRATEGIES rNaRp� ':r1�,, NI�OCELU Na2025-173 UNTIL iF ' F'/'WC'_ EXPIR- � � � 1 __ rlTv aFRK ��W JUL 0 AGREEMENT WITH MILAGRO MEDIA STRATEGIES TO PROVIDE COMMUNICATIONS AND MEDIA RELATED SERVICES THIS AGREEMENT is made and entered into on this 25th day of June, 2025 by and between Milagro Media Strategies, a California 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 providing a strategic public relations support program designed to enhance the City of Santa Ana's public communication capabilities. B. Consultant represents that it 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 performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field. NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth,the parties agree as follows. 1. SCOPE OF SERVICES On an as-needed basis, and at the sole discretion of the City, 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 Exhibit A, attached hereto and incorporated by reference. No press release, media statement, or social media post will be made without the approval of a designated representative of the City. Such designation(s) shall be provided, in writing, by the City to the Consultant. 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 during the term of this Agreement shall not exceed$49,800. 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 Linder 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 data provided, the City will be authorized to deposit payments directly into Consultant's account(s) with financial institutions. Page 1 of 9 .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 the date first written above and continue for a six- month terns, 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. G. INSURANCE Prior to undertaking performance of work tinder 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 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. 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 Consultant 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. Page 3 of 9 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 (l0) days prior written notice shall be provided to City for policy cancellation or non- renewal due to non-payment of premium. b. Certificate Holder on each Evidence of Insurance certificate shall be: City of Santa Ana, Attention; City Manager's Office, 20 Civic Center Drive, M-31, Santa Ana, CA 92701. The name and location of project must be included in the:Description of Operations section of each certificate. 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 COL 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 Page 4 of 9 fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution,judicial or equitable relief due to personal or property rights arises by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding.Notwithstanding the foregoing, to the extent Consultant's services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant, 8. INTELLECTUAL PROPERTY INDEMNIFICATION Consultant shall defend and indemnify the City, its officers, agents, representatives, and employees against any and all liability, including costs, for infringement of any United States' letters patent,trademark,or copyright infringement, including costs,contained in the work product or documents provided by Consultant to the City pursuant to this Agreement. 9. RECORDS Consultant shall keep records and invoices in connection with the work, to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimurn 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. Page 5 of 9 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 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 Agreement. 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. Page 6 of 9 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. 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. Page 7 of 9 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 iaintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement. 19. NOTICE Any notice, tender, demand, delivery,or other communication pursuant to this Agreement shall be in writing and 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 mariner provided in this Section, to the following persons: To City: City Cleric 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: City Manager City of Santa Ana 20 Civic Center Plaza(M-31) P.O. Box 1988 Santa Ana, California 92702 To Consultant: Milagro Media Strategies Attn: Robert Alaniz, CEO 556 S. Fair Oaks Ave. Suite 101-564 Pasadena, CA 91105 Page 8 of 9 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 terns 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 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: - u S.rr CITY OF S A AN Jennifer . Hal Alvaro Nunez Cit City Manager APPROVED AS TO FORM: SONIA R. CARVALHO CONSULTANT: City Attorney By. Kylel[esen Robert Alaniz Assistant City Attorney CEO & Chief Media Strategist Page 9 of 9 EXHIBIT A Scope of Work and Costs/Rates MILAGRO MEDIA STRATEGIES INNOVATE, COMMUNICATE, CAPTIVATE PROPOSAL FOR A PUBLIC RELATIONS SUPPORT PROGRAM City of Santa Ana-Strengthening Crisis Communication and Public Information Capabilities Prepared for., City Manager's Office and Santa Ana City Council Date:June 2025 1. Executive Summary This proposal outlines a strategic public relations support program designed to enhance the City of Santa Ana's public communication capabilities, particularly during times of crisis.The program's objective is to provide supplemental expertise and bandwidth to shape, execute, and scale the City's communications strategy in ways that support and empower City staff and elected officials as the primary public-facing voices. Recognizingthat communication expectations have evolved—especially during fast-moving or sensitive events—this program will help the City maintain consistent, accurate, bilingual messaging across platforms at a frequency and responsiveness that internal resources alone may not be able to achieve. 2. Program Goals 1. Strengthen the City's Crisis Communication Framework Establish clear protocols, tools, and messaging systems for rapid and coordinated public communication. 2. Enhance Public Trust and Transparency Ensure residents receive timely, accurate, and accessible information, especially during emergencies or moments of uncertainty. 3. Scale Messaging Support During High-Demand Periods Provide surge capacity for communications support to match the pace of events, including evenings, weekends, and crisis-response windows. 4. Support and Empower City Leadership Equip staff and elected officials with messaging toolkits, media training, and coordinated content that reflects unified, confident leadership. MILAGRO MEDIA STRATEGIES 3. Scope of Work Phase 1: Communications Audit& Protocol Development(Weeks 1-4) Conduct a rapid audit of the City's current communications infrastructure (internal roles, workflows, messaging cadence, digital reach). Develop a Crisis Communications PLaybook tailored to the City's organizational structure, inclusive of: o Approval chains and roles o Messaging templates o Social media response guidelines o Misinformation monitoring&response matrix • Align protocols with the roles of elected officials as primary messengers. Phase 2: Messaging Strategy&Toolkit Creation (Weeks 5-8) • Develop a Core Message Frameworkto be used across departments in times of emergency or heightened public interest. • Create ready-to-deploy templates for press releases,talking points, FAQ sheets, social media posts, and resident alerts. • Ensure all materials are prepared bilingually(English and Spanish) and formatted for accessibility across platforms. Phase 3: Rapid-Response Support& Media Execution (Ongoing) • Provide on-call PR support during declared emergencies or high-profile events, including: o Drafting and disseminating media statements within 1-2 hours of the incident * Monitoring sentiment and media coverage in real time Advising on media interactions and press logistics • Support the development of briefing materials and live content for elected officials' public addresses and community updates. MILAGRO MEDIA STRATEGIES Phase 4: Capacity-Building&Training • Deliver media training workshops for City staff and Councilmembers • Host message alignment sessions to ensure internal consistency and tone in communications from departments and leadership. 4. Key Deliverables • Communications Audit Summary Report • Santa Ana Crisis Communications Playbook p i-. �LRIp • .,� ;,,,�fe�h�ipue _�t�adVBlfising� ��� Message Framework& Multilingual Toolkit e-� U* I r�`w`POintu,vl2w .,.. 10cimuuc W leka�o-n" edia -'WoUmage iaiarma roe-O lal. o i�ion • Plug-and-Play Emergency Message Templates � P IN PUB11C—,1R11AT1O • 24/7 On-Call Crisis PR Support i*md 10008 • Media-Training Workshops (2 sessions) • Social Listening&Sentiment Reports (monthly during active periods) 5. Roles& Responsibilities Role Responsibility City Staff& Council Serve as public messengers; provide approvals and context for messaging. PR Consultant/Agency Lead strategy, content development, real-time response, and media monitoring City PIO/Communications Coordinate with departments, execute postings, and monitor Team resident inquiries. IT I Web/ Emergency Ops Ensure messaging is published across official channels promptly. MILAGRO MEDIA STRATEGIES 6. Evaluation Metrics KPI (Key Performance Indicators) Target Message Deployment Time (from incident to 90 minutes Public release) Website and ALertTraffic During Crises 1,000+ unique visits per 24 hours during active periods Social Media Engagement 20% increase in shares/engagement during key updates Gouncilmember&Staff Feedback 90% satisfaction with support tools and PR response 7. Budget Estimate (6-Month Program) Item Cost Communications Audit& Protocol Development $10,000 Message Toolkit Creation (bilingual) $8,500 On-CaLL Crisis PR Support (up to 2 activations/month) $10,000 Media Training& Capacity-Building(2 sessions + materiaLs) $13,000 Sentiment Monitoring& Evaluation Reports $4,000 Contingency(10%) $4,000 Total Estimated Cost $49,800 EO&Chief Media Strategist 00 per hour t 00 per hour swift 17t manager $110.00 per hour $75.0:0 per hour MILAGRO MEDIA STRATEGIES 8. Implementation Timeline Week Activity 1--2 Kickoff, stakeholder interviews, initial audit 3-4 Develop &finalize crisis protocols. 5-6 Messaging toolkitcreation 7-8 Training#1: Roll out media templates Ongoing On-call PR support+ monthly evaluations Month 6 Review metrics, training refresh, and final report. 9. Conclusion As the only sanctuary city in Orange County and a diverse, vibrant hub of culture and business, Santa Ana must continue to lead with clarity and compassion, especially during uncertain times. By strengthening our public relations and crisis communication capabilities, the City can ensure residents remain informed, protected, and connected to their local government. This program is designed to complement and empower our internal teams, helping Santa Ana maintain the trust of its residents through transparency, rapid response, and a unified voice. Prepared by: Milagro Media Strategies Robert Alaniz robes@milagroage_n_ycom MILAGRO MEDIA STRATEGIES - - i AC" CERTIFICATE OF LIABILITY INSURANCE GATE{MMIDDIYYYY) 06/26/2025 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER.THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND,EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S),AUTHORIZED REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED,the policy(ies)must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED,subject to the terms and conditions of the policy,certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT Kasey Litz NAME: Stanton and Associates Inc. PHONE.Ext: (805)413-1498 nlc,No: (805)435-3737 ISU Stanton&Associates E-MAIL ADDRESS: kase y@isustanton.com 3625 Tho Ltsand Oaks Blvd#292 INSURER(S)AFFORDING COVERAGE NAIC# Westlake Village CA 91362 INSURER A: Philadelphia Indemnity Ins Co INSURED INSURER B: Mllagro Strategy Group&Milagro Media Strategies INSURER C: 556 S Fair Oaks Avenue INSURER D: Suite 101 INSURER E Pasadena CA 91105 INSURER F: COVERAGES CERTIFICATE NUMBER. CL2542510834 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED, NOTWITHSTANDING ANY REQUIREMENT,TERM OR CONDITION OF ANY CONTRACTOR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAYBE ISSUED OR MAY PERTAIN,THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR AUULSUbH POLICY EFF POLICY EXP LTR TYPE OF INSURANCE INSD WVD POLICY NUMBER MMIDDIYYYY MMIDDIYYYY LIMITS X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE S 1-000-000 THE CLAIMS-MADE OCCUR PREMISES Ea occurrence) $ 50,000 MED EXP(Any ore person) S 10,000 A PHBX20001494-04 12/11/2024 12/1112025 PERSONAL BADVINJURY S 3,000,000 M N'LAGGREGATE LIMIT APPLIES PER. GENERAL AGGREGATE S 3,000,000 POLRCY £COT LOC PRODUCTS-COMP/OPAGG S 2,000,000 OTHER: s AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT s 1,000,000 Ea accident ANY AUTO BODILY INJURY(Per person) $ A OWNED SCHEDULED PHBX20001494-04 12/11/2024 12/11/2025 BODILY INJURY Per accident $ AUTOS ONLY AUTOS { ) X HIRED NON-OWNED PROPERTY DAMAGE 8 AUTOS ONLY AUTOS ONLY Per accident Aggregate: $ 3,000,000 UMBRELLA LIAR OCCUR EACH OCCURRENCE 5 EXCESS LIAR .-HCLAIMS-MADE AGGREGATE 5 OED RETENTIONS S WORKERS COMPENSATION PER OTH- AND EMPLOYERS°LIABILITY YIN STATUTE ER ANY PROPRIETORIPARTNERIEXECUTiVE ❑ OFFICERIMEMBER EXCLUDED? NIA E.L.EACH ACCIDENT S (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE S If yes,describe under DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT S Professional Liability Each Claire: $1,000,000 A PHSD1832837-12 12/11/2024 12/11/2025 Aggregate: $1,000,000 ❑ESCRIPTdON OF OPERATIONS I LOCATIONS f VEHICLES (ACORD 101,Additional Remarks Schedule,may be allached if more space 3s required( The City of Santa Ana,its City Council,officers,officials,employees,agents,and volunteers are hereby named as additional insured. Coverage is primary& non-contributory. 30 Days NOC applies, 10 Days NOC for non-payment of premium. Waiver of subrogation applies. Digitally signed Tu Tran byT.T­ Nguyen Nguyen°;o;oo-0�°oa' APPROVED By Tu Tran Nguyen at 2;00 pm,Jun 27,2025 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, Attention:City Managers Office 20 CIVIC Center Dr,M-31 AUTHORIZED REPRESENTATIVE Santa Ana CA 92701 ` - O 1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25(2016103) The ACORD name and logo are registered marks of ACORD BUSINLSSONNERS POLICY NU BL12:PI-I BX20001194-.04 BP 12 01 08 10 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. BUSINESSOWNERS POLICY CHANGES This endorsement modifies insurance provided under the following: POLICY NUMBER POLICY CHANGES EFFECTIVE. COMPANY PHBX20001494-04 12/11/2024 Philadelphia Indemnity Insurance Company NAMED INSURED AUTHORIZED REPRESENTATIVE Milagro Strategy Group& Milagro Media Strategies John W. Glomb, Jr. CHANGES The following is added for Additional Insured, Primary Non Contributory and Waiver of Subrogation: City of Santa Ana, its City Council, Officers, officials, employees, agents, and voluntereers. 20 Civic Center Plaza Santa Ana, CA 92701 POLICY AMOUNT AND PREMIUM ADJUSTMENT Limits Of Insurance Premiums Coverage Previous Limit Of New Limit Of Previous New Premium X Add'I premium Description Insurance insurance Premium Return Premium BP 12 01 08 10 ®Insurance Services Office, Inc., 2009 Page 'I of 2 BUSINESSOWNERS POLICY NUMBER: PHBX20001494 BP 04 48 07 13 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED -- DESIGNATED PERSON OR ORGANIZATION This endorsement modifies insurance provided under the following: BUSINESSOWNERS COVERAGE FORM SCHEDULE Name Of Person(s)Or Organization(s): City of Santa Ana, its City Council, officers, officials, employees, agents, and volunteers 20 Civic Center Plaza Santa Ana, CA 92701 Information required to complete this Schedule, if not shown above,will be shown in the Declarations. Section II—Liability is amended as follows: A. The following is added to Paragraph C. Who Is An B. With respect to the insurance afforded to these Insured: additional insureds, the following is added to Paragraph 3. Any person(s) or organization(s) shown in the D. Liability And Medical Expenses Limits Of Schedule is also an additional insured, but only Insurance: with respect to liability for"bodily injury", "property If coverage provided to the additional insured is damage" or "personal and advertising injury" required by a contract or agreement, the most we will caused, in whole or in part, by your acts or pay on behalf of the additional insured is the amount of omissions or the acts or omissions of those insurance: acting on your behalf in the performance of your 1. Required by the contract or agreement; or ongoing operations or in connection with your 2. Available under the applicable Limits Of premises owned by or rented to you. Insurance shown in the Declarations; However: whichever is less. a. The insurance afforded to such additional This endorsement shall not increase the applicable insured only applies to the extent permitted Limits Of Insurance shown in the Declarations. by law; and b. If coverage provided to the additional insured is required by a contract or agreement, the insurance afforded to such additional insured will not be broader than that which you are required by the contract or agreement to provide for such additional insured. BP 04 48 07 13 O Insurance Services office, lnr,., 2012 Page 1 of 'I CITY OF SANTA ANA Risk Management a division of Human Resourcest Managing Risk through Awareness and Action AFFIDAVIT OF EXEMPTION FOR WORKERS' COMPENSATION INSURANCE I Robert Alaniz ("Representative"),attest that 1 am an authorized (Name and Title of vendor Representative) representative of Mllagro Media Strategies ("Company"), and (Consultant/Company Name) possess the authority to legally bind Company. In my capacity as Representative of Company, I represent and confirm the following, as relates to the agreement between Company and City of Santa Ana, agreement number ("Agreement")to provide Public Relations Counsel ("Services"): (Services to be provided under agreemendcontract) During the course and scope of Company's agreement with the City of Santa Ana, Company will not employ any person in any manner so as to become subject to the workers' compensation laws of California, and agree that if Company should become subject to the workers' compensation provisions of Section 3700 of the Labor Code,Company shall forthwith comply with the provisions and provide proof of workers' compensation coveragc immediately. If at any time it is found that Company is not adhering to any and/or all of the statements in this document and does not maintain the minimum workers'compensation insurance coverage as required in the Agreement, it will be considered a breach of Agreement rendering the Agreement null and void and Company will be fully liable for any and all damages. 06/27/25 Vgnature Late Robert Alaniz Print Name CEO & Chief Media Strategist -title robert@milagroagency.com Contact Information,i.e.,Telephone Number and/or Email Address WARNING: FAILURE TO SECURE WORKERS' COMPENSATION COVERAGE IS UNLAWFUL, AND SHALL SUBJECT AN EMPLOYER TO CRIMINAL PENALTIES AND CIVIL FINES UP TO ONE HUNDRED THOUSANT DOLLARS(S 100,000). IN ADDITION TO THE COST OF COMPENSATION, DAMAGES AS PROVIDED FOR IN SECTION 3706 OF THE LABOR CODE, INTEREST,AND ATTORNEY'S FEES. Affidavit of Exemption for Workers'Compensation Insurance 11.12.2024 DATE(MM/DD/YYYY) A�" CERTIFICATE OF LIABILITY INSURANCE 11/18/2025 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER.THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND,EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S),AUTHORIZED REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED,the policy(ies)must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED,subject to the terms and conditions of the policy,certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT Kasey Litz NAME: Stanton and Associates Inc. a'C' o Ext: (805)413-1498 a/c,No: (805)435-3737 ISU Stanton&Associates E-MAIL kasey@isustanton.com ADDRESS: y� 3625 Thousand Oaks Blvd#292 INSURER(S)AFFORDING COVERAGE NAIC# Westlake Village CA 91362 INSURERA: Philadelphia Indemnity Ins Co INSURED INSURER B Milagro Strategy Group&Milagro Media Strategies INSURER C: 556 S Fair Oaks Avenue INSURER D: Suite 101 INSURER E: Pasadena CA 91105 INSURER F: COVERAGES CERTIFICATE NUMBER: 25-26 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT,TERM OR CONDITION OF ANY CONTRACTOR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAYBE ISSUED OR MAY PERTAIN,THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR TYPE OF INSURANCE POLICY EFF POLICY EXP LTR INSD WVD POLICY NUMBER MM/DDIYYYY MM/DDIYYYY LIMITS X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 1,000,000 CLAIMS-MADE FX OCCUR PREM SES Ea occurrDence $ 50,000 MED EXP(Any one person) $ 10,000 A PHBX20001494-05 12/11/2025 12/11/2026 PERSONAL&ADVINJURY $ 3,000,000 GEN'LAGGREGATE LIMITAPPLIES PER: GENERAL AGGREGATE $ 3,000,000 X POLICY ❑PECT ❑ LOC PRODUCTS- $ 2,000,000 OTHER: $ AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $ 1,000,000 Ea accident ANYAUTO BODILY INJURY(Per person) $ A OWNED SCHEDULED PHBX20001494-05 12/11/2025 12/11/2026 BODILY INJURY(Per accident) $ AUTOS ONLY AUTOS X HIRED �/ NON-OWNED PROPERTY DAMAGE $ AUTOS ONLY X AUTOS ONLY Per accident UMBRELLA LAB OCCUR EACH OCCURRENCE $ EXCESS LIAB CLAIMS-MADE AGGREGATE $ DED I I RETENTION $ $ WORKERS COMPENSATION PER OTH- AND EMPLOYERS'LIABILITY YIN STATUTE ER ANY PROPRIETOR/PARTNER/EXECUTIVE El E.L.EACH ACCIDENT $ OFFICER/MEMBER EXCLUDED? (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $ If yes,describe under DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $ Professional Liability Each Claim: $1,000,000 A PHSD1832837-13 12/11/2025 12/11/2026 Aggregate: $1,000,000 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached if more space is required) The City of Santa Ana,its City Council,officers,officials,employees,agents,and volunteers are hereby named as additional insured. Coverage is primary& non-contributory. 30 Days NOC applies;10 Days NOC for non-payment of premium. Waiver of subrogation applies. Digitally signed Tu Tranby Tu Ng.y n an APPROVED Nguyen N g U e n Date:2025.11.20 15:16:27-08'00' By Tu Tran Nguyen at 3:16 pm,Nov 20,2025 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. Attention:City Managers Office AUTHORIZED REPRESENTATIVE 20 Civic Center Dr,M-31 Santa Ana CA 92701 l ©1988-2015ACORD CORPORATION. All rights reserved. ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD POLICY NUMBER: PHBX20001494 BUSINESSOWNERS BP 04 97 01 06 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. WAIVER OF TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO US This endorsement modifies insurance provided under the following: BUSINESSOWNERS COVERAGE FORM SCHEDULE Name of Person or Organization: City of Santa Ana its City Council, officers, officials, employees, agents, and volunteers 20 Civic Center Plaza, Santa Ana, CA 92701 Information required to complete this Schedule, if not shown above, will be shown in the Declarations. Paragraph K.Transfer Of Rights Of Recovery Against Others To Us in Section III — Common Policy Conditions is amended by the addition of the following: We waive any right of recovery we may have against the person or organization shown in the Schedule above because of payments we make for injury or damage arising out of your ongoing operations or "your work" done under a contract with that person or organization and included in the "products-completed operations hazard". This waiver applies only to the person or organization shown in the Schedule above. Philadelphia Indemnity Insurance Company PI-BOP-011 (01/18) THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. PRIMARY AND NON-CONTRIBUTORY- DESIGNATED PERSON OR ORGANIZATION This endorsement modifies insurance provided under the following: BUSINESSOWNERS COVERAGE FORM SCHEDULE Name of Person or Organization: City of Santa Ana its City Council, officers, officials, employees, agents, and volunteers 20 Civic Center Plaza, Santa Ana, CA 92701 Information required to complete this Schedule, if not shown above, will be shown in the Declarations. The following is added to SECTION III — COMMON POLICY CONDITIONS (APPLICABLE TO SECTION I — PROPERTY AND SECTION II— LIABILITY), H. Other Insurance: This insurance is primary and non-contributory as respects our coverage for the person or organization shown in the SCHEDULE of this endorsement. We will not seek contributions from any other insurance policy available to the person or organization shown in the SCHEDULE of this endorsement for"bodily injury", "property damage"or"personal and advertising injury" covered under this policy. PI-BOP-011(01/18) Page 1 of 1 BUSINESSOWNERS POLICY NUMBER: PHBX20001494 BP 04 48 07 13 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - DESIGNATED PERSON OR ORGANIZATION This endorsement modifies insurance provided under the following: BUSINESSOWNERS COVERAGE FORM SCHEDULE Name Of Person(s) Or Organization(s): City of Santa Ana its City Council, officers, officials, employees, agents, and volunteers 20 Civic Center Plaza, Santa Ana, CA 92701 Information required to complete this Schedule, if not shown above, will be shown in the Declarations. Section II — Liability is amended as follows: A. The following is added to Paragraph C. Who Is An B. With respect to the insurance afforded to these Insured: additional insureds, the following is added to Paragraph 3. Any person(s) or organization(s) shown in the D. Liability And Medical Expenses Limits Of Schedule is also an additional insured, but only Insurance: with respect to liability for "bodily injury", "property If coverage provided to the additional insured is damage" or "personal and advertising injury" required by a contract or agreement, the most we will caused, in whole or in part, by your acts or pay on behalf of the additional insured is the amount of omissions or the acts or omissions of those insurance: acting on your behalf in the performance of your 1. Required by the contract or agreement; or ongoing operations or in connection with your 2. Available under the applicable Limits Of premises owned by or rented to you. Insurance shown in the Declarations; However: whichever is less. a. The insurance afforded to such additional This endorsement shall not increase the applicable insured only applies to the extent permitted Limits Of Insurance shown in the Declarations. by law; and b. If coverage provided to the additional insured is required by a contract or agreement, the insurance afforded to such additional insured will not be broader than that which you are required by the contract or agreement to provide for such additional insured. BP 04 48 07 13 ©Insurance Services Office, Inc., 2012 Pagel of 1 Nguyen, Tu Tran From: Najera, Luisa Sent: Thursday, November 20, 2025 3:12 PM To: RM D Subject: Re: [EXTERNAL] Insurance Request: COI Review Agreement with MILAGRO MEDIA STRATEGIES Hi Tu, Yes, approved. Luisa Najera Acting Risk Manager City of Santa Ana-Human Resources Department 20 Civic Center Plaza Santa Ana, CA 92701 Office: (714) 647-6959 Email: Inajera@santa-ana.org Sent from my iPhone On Nov 20, 2025, at 3:04 PM, RMD<rmd@santa-ana.org>wrote: Hi Luisa, Milagro Media Strategies is requesting us to waive the $2M aggregate requirements for Professional Liability. They currently have $1 M aggregate. The are providing strategic counsel, strategy documents, messaging, and media skills training. Please advise. Kind regards, <image003.png> Tu Tran Nguyen I Risk Management Technician City of Santa Ana - Human Resources Department 20 Civic Center Plaza I Santa Ana, CA 92701 Office: 714-647-5141 Email: TNguyen20a_santa-ana.orq I santa-ana.orq/human-resources Linkedln I Instagram City Hall hours are 8 a.m. to 5 p.m. Monday through Thursday, and 8:00 a.m. to 5:00 p.m. every other Friday. Click here for a list of observed holidays and Friday closure dates. 1 The mySantaAna mobile app puts the power of the Santa Ana city government in the palm of your hand! The free app allows residents to quickly and easily report issues to the City, access City services, and find news and events. It is available to download from the Apple App Store and on Google Play. Click here to report an issue directly from the City website. From: Robert Alaniz <robert@milagroagency.com> Sent:Thursday, November 20, 2025 1:54 PM To: RMD<rmd@santa-ana.org>; Cruz, Yesenia <YCruz5@santa-ana.org> Subject: RE: [EXTERNAL] Insurance Request: COI Review Agreement with MILAGRO MEDIA STRATEGIES Attention: flus email originated from outside of City of Sauta Ana.Use caution when opening attaclmieuts or links. Good Afternoon Santa Ana Team Given that we are a small, minority-owned boutique agency, and our work involves no public contact and limited to providing strategic counsel, strategy documents, messaging, and media skills training? Might the city consider providing us a waiver of the $2 million requirement? Robert Milagro Media Strategies 556 S. Fair Oaks Ave. Suite 101-564 Pasadena, CA 91105 (626) 240-5955 Office (626) 437-3354 Cell roberWmilagroagency.com www.milagroagency.com From: RMD <rmd@santa-ana.org> Sent:Thursday, November 20, 2025 8:00 AM To: Cruz, Yesenia <YCruz5@santa-ana.org>; Robert Alaniz<robert@milagroagency.com> Cc: kasev@isustanton.com Subject: RE: [EXTERNAL] Insurance Request: COI Review Agreement with MILAGRO MEDIA STRATEGIES Good morning Yesenia, In reviewing the COI and the agreement, the following are missing: 1. Update the following endorsements to state "City of Santa Ana, its City Council, officers, officials, employees, agents, and volunteers" <image002.png> <image004.png> 2