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HomeMy WebLinkAboutBROOKHURST DEVELOPMENT INSURANCE ON FILE WORK MAY PROCFLD N-2025-225 UNfIt INSURANC€ FXPIRCS CITY ra_� i,: [)ATE EP 0 5 2025 o.PWA CS) AGREEMENT WITH BROOKHURST DEVELOPMENT TO PROVIDE FACILITY Mi1W1CCaVc1n0s(DZ) CONDITIONS ASSESSMENT REPORT ON SANTA ANA FIRE STATIONS THIS AGREEMENT is made and entered into this 22nd day of August, 2025 by and between Brookhurst Development & Advisory 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 assessment of facilities, specifically fire stations. 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 Consultant shall perform during the term of this Agreement the services that are described in the Scope of Work,which is included in Consultant's Proposal attached hereto as Exhibit A and incorporated in full. 2. COMPENSATION a. City agrees to pay, and Consultant agrees to accept as total payment for its services under this Agreement,the rates and charges identified in Exhibit A. The total sum to be expended under the term of this Agreement, including any extension periods, shall not exceed$49,999. b. Payment by City shall be made within forty-five (45) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. City and Consultant agree that all payments due and owing under this Agreement shall be made through Automated Clearing House (ACH) transfers. Consultant agrees to execute the City's standard ACH Vendor Payment Authorization and provide required documentation. Upon verification of the data provided, the City will be authorized to deposit payments directly into Consultant's account(s) with financial institutions. Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City. Page I of 10 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 17,below. The term of this Agreement may be extended for an additional one-year period upon a writing executed by the City Manager and City Attorney. 4. PREVAILING WAGES Consultant is aware of the requirements of California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., ("Prevailing Wage Laws"), which require the payment of prevailing wage rates and the performance of other requirements on"public works"and"maintenance"projects. If the services being performed are part of an applicable"public works"or"maintenance"project, as defined by the Prevailing Wage Laws, and the total compensation is $1,000 or more, Consultant agrees to fully comply with such Prevailing Wage Laws. Consultant shall defend, indemnify and hold the City, its elected officials, officers, employees and agents free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws. 5. 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. 6. 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 subconsultants to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subconsultant 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 Page 2 of 10 the purposes intended by this Agreement shall be at City's sole risk. 7. INSURANCE Prior to undertaking performance of work under this Agreement, Consultant shall maintain and shall require any subcontractors to obtain and maintain insurance as described below for the entire Term of this Agreement against claims for injuries to persons or damage to property which may arise from or in connection with services, products and materials supplied to City. Total cost of such insurance shall be borne by Consultant. MINIMUM SCOPE AND LIMIT OF INSURANCE 1. Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering 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 (AL): 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 (WC): 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. 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 and AL 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 Page 3 of 10 paid under the terms of Consultant's CGL, AL, and WC policies 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. S. Insurance policies required herein shall provide that coverage shall not be canceled, suspended, voided, reduced in coverage or in limits, non-renewed by the carrier, or materially changed except after thirty (30)days prior written notice has been given to City. Ten(10) days prior written notice shall be provided to City for policy cancellation or non-renewal due to non-payment of premium. 6. Certificate Holder on each Evidence of Insurance certificate shall be: City of Santa Ana, Attention: Eduardo Flores, 20 Civic Center Plaza, M-21, 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 CGL policy listing all policy endorsements before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive Consultant's obligation to provide them. City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time. Special Risks or Circumstances City reserves the right to modify these requirements, including limits, based on the nature of the risk,prior experience, insurer, coverage, or other special circumstances. S. INDEMNIFICATION Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents,employees,consultants, special counsel, and representatives from liability: (1)for personal Page 4 of 10 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 or its subconsultants, agents, employees, or other persons acting on their behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution,judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury,damages,just compensation,restitution,judicial or equitable relief due to personal or property rights arises by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent Consultant's services are subject to Civil Code Section 2782.8,the above indemnity shall be.limited,to the extent required by Civil Code Section 2782.8, to claims that arise of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant. 9. INTELLECTUAL PROPERTY INDEMNIFICATION Consultant shall defend, indemnify and hold harmless the City, its officers, agents, representatives, and employees against any and all liability, including costs, and attorney's fees, for infringement of any United States' letters patent,trademark,or copyright contained in the work product or documents provided by Consultant to the City pursuant to this Agreement. 10. RECORDS Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents,proceedings, and activities related to this Agreement for a period of three (3)years from the date of final payment to Consultant under this Agreement. 11. 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 Page 5 of 10 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. 12. 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. Page 6 of 10 13. NOTICE Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section,to the following persons: To City: City Clerk City of Santa Ana 20 Civic Center Plaza(M-30) P.O. Box 1988 Santa Ana, CA 92702-1988 Executive Director Public Works Agency City of Santa Ana 20 Civic Center Plaza(M-21) P.O. Box 1988 Santa Ana, CA 92702 To Consultant: Brookhurst Development Corporation Attention: Jeff D. Baize, CEO 23986 Aliso Creek Road, Suite 103 Laguna Niguel, CA 92677 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 timeframes, weekends, federal, state, County or City holidays shall be excluded. 14. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exclusive statement between the City and Consultant regarding the subject matter herein, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or 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 Page 7 of 10 party, or anyone acting on behalf of any party,which are not embodied herein. 15. 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. 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. 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 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. 18. NON-DISCRIMINATION Consultant shall not discriminate because of race, color, creed, relation, sex, marital status, sexual orientation, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection,training, utilization, promotion, termination or other employment related activities or in connection with any activities 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. 19. JURISDICTION-VENUE Page 8 of 10 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. 20. PROFESSIONAL LICENSES Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement. 21. 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 herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. [Signatures on following page] Page 9 of 10 IN WITNESS WHEREOF,the parties hereto have executed this Agreement the date and year first above written. ATTEST: CITY OF SANTA A J IF L. LL ALVARO NUNEZ er City Manager APPROVED AS TO FORM CONSULTANT SONIA R. CARVALHO City Attorney Ae Nellesen J f D. gaiic ssistant City Attorney Chief Executive Officer RECOMMENDED FOR APPROVAL RUD OSAS, P.E. Acting Executive Director Public Works Agency Page 10 of 10 EXHIBIT A Br r 0 Sperlallstsin AMC£aCmy Solutlansslnre 1996 Memorandum To: Julie Samaniego, OCFA Division Manager--Construction & Facilities Cc: Jim Ruane, OCFA Asst. Chief of Logistics From: Jeff Baize, Brookhurst Development Corporation Date: August 11, 2025 Subject: Scope, Budget and Schedule Proposal Update of 2022 Facility Conditions Assessment Report OCFA Division 0—City of Santa Ana Fire Stations The following memorandum presents a proposed scope, budget and schedule for an update of the OCFA Division 6 (Santa Ana)fire stations section of the 2022 Facility Conditions Assessment (FCA) report we conducted for OCFA fire stations. As required by the specific purpose of the report, this update will be more extensive and involve additional expertise than the original 2022 FCA Report. SEC. 1: BACKGROUND In 2022, Brookhurst Development &Advisory Corporation (BDC)was commissioned by OCFA to conduct a FCA report for all stations within the OCFA portfolio of fire stations with the exception of two stations, which were undergoing redevelopment at the time. The purpose of-the FCA report was to-provide FCA a management tool for the prioritizing of needed repairs and future capital improvements. OCFA indicated that the FCA evaluations were to be kept at a high-level and limited to observational findings only that were made during BDC's field investigations of each station. Excluded from the 2022 FCA report were observational findings related to ADA compliance matters, environmental issues, structural integrity and matters pertaining to electrical and plumbing building code compliance. OCFA has indicated to BDC that it requires an update to the 2022 FCA report with a focus on the 10 fire stations within the City of Santa Ana that collectively comprise Division 6 (OCFA Fire Stations #70 - 79). Santa Ana became an OCFA member city in 2012 through the execution of the "Lease Agreement for Fire Stations#70— 79"(Lease). The terms and conditions of the Lease are 23986 Aliso Creek Road.Suite 103 Laguna Niguel,California 92677 T.82.430.8348 8.430.8348 www.brookhurstcorp.com 'E E3rcokhurst wI r-* & AdvisomiCorp Spada//sts lfi Auslr Ar/vate family Salutlons 5/fire 1996 consistent with the overarching "9995 OCFA Joint Powers Agreement"(JPA), which is referenced in the Lease. Pursuant to these collective agreements, Santa Ana, which is a "cash contract city", provides OCFA $15,000 per station per year for needed repairs. In addition, the JPA provides that Santa Ana is responsible for all capital improvements for the stations, which is defined within the JPA as any repair exceeding $15,000. Per the Lease, OCFA's obligations include providing fire suppression and emergency services for the city. OCFA and city staff conduct routine monthly meetings to discuss, among other things, repairs and capital improvements necessary to ensure OCFA can provide its fire suppression and emergency services for the city in a manner that best ensures the safety of both OCFA personnel and the community. SEC. 2: PURPOSE OF FCA UPDATE OCFA has concluded that it needs an independent third-party evaluation of the conditions of the 10 Santa Ana fire stations that is current and more extensive than the original 2022 FCA Report. The purpose of the original 2022 FCA Report was for OCFA internal planning and to prioritize needed repairs and capital improvements among the 78 fire stations assessed for the report. However, the purpose of the proposed FCA update is to focus specifically on the Santa Ana stations and will serve as a basis for OCFA and city staff to discuss needed upgrades inclusive of potential costs for their collective budgetary and planning purposes. Because multiple government agencies will review the updated report and potentially make budget-impacting decisions from it, the report necessarily needs to be more extensive, include analysis from multiple experts, and, cost estimates from supportable and verifiable cost estimation sources. Specifically, the updated FCA report will include, but not be limited to, structurallseismic conditions, electrical and plumbing code compliance issues, and cost estimates from licensed contractors for the needed repairs and capital upgrades as recommended by the updated FCA report. The updated FCA report will serve as a detailed planning tool, providing: • A current snapshot of existing physical facility conditions, • Identification and prioritization of major repairs and capital improvement needs; • Rough Order of Magnitude (ROM) cost estimates to assist in planning expenditures and budgeting; • Assessment of any functional obsolescence and cost-benefit analysis comparing costs of needed capital upgrades for each station versus full station replacement, and; 2 Brookhurst Oevelcpment & Advirmonj Corp Specialists m public prlvate FacllitySolutions S/fire 1.qz a Supporting documentation to facilitate meaningful communications between OCFA and the City of Santa Ana. It is our understanding that OCFA may request that BDC be including in one or some of the meetings between OCFA and the city to discuss the updated report. BDC will be available to attend any meetings between OCFA and the city staff to discuss the findings and recommendations of the report as requested by OCFA. SEC. 3: SCOPE OF UPDATED FCA REPORT Consistent with the 2022 FCA report, OCFA has directed that the proposed evaluation of existing conditions is to be based solely upon observable conditions. No destructive or invasive testing, testing requiring special instrumentation or testing of systems will be conducted. Also, the scope is to exclude the review of construction or other building documents that might be maintained in files maintained by either OCFA or the city. Included as Part of Scope of Work 1) Field Inspections Working in concert with the Division 6 Chief and OCFA personnel, BDC will conduct field inspections of each of the 10 Santa Ana stations. BDC's inspections for each station will include assessment through visual observations of the following: • Interiors and finishes. Inspection of all accessible interior spaces to observe conditions of drywall, partitions, cabinetry, doors, flooring and ceilings. This will include assessing the condition of paint, carpeting, tiling and other finishes. • Structural Conditions. The FCA update will provide a more extensive inspection and analysis of the structural conditions of each station than the 2022 FCA report. Because of the level of technical expertise required, OCFA has indicated it would contract separately with an OCFA-approved licensed structural engineer to provide this review, and the engineer's report will be presented as an addendum to BDC's FCA update report. Per OCFA instruction, BDC has been in communications with OCFA's structural engineer, Mr. Bob Scheibel of RSSE, Inc. to discuss the project's scope and level of assessment required. Also per OCFA instruction, we have indicated to Mr. Scheibel that his technical review will focus only on a visual, non-invasive assessment of 3 roo burst E3e-ve1c)pmL=nt & Advisonj Corp Specialists/o Publli Prt101e FadhtyS014000S Owe1996 the structural components of each fire station and exclusive of any destructive testing, use of engineering instrumentation, and without his reviewing the City of Santa Ana's original as-build construction drawings submitted at the time of construction. The following indicates the level of assessment we anticipated OCFA needed (the actual scope of Mr. Scheibel's work will be determined by OCFA in a separate contract of which BDC will not be a party): - Foundations (to the extent visible and above grade or accessible in crawl spaces or basements); - Load-bearing walls (interior and exterior); - Roof framing and structural supports; - Floor systems, - Apparent seismic-related vulnerabilities or prior retrofits; - Evidence of structural distress, such as cracking, settlement, or corrosion; - Notable modifications that could affect structural performance We also indicated to Mr. Scheibel that the engineer's deliverables would be a report inclusive of photos that would be submitted in its entirety. The engineer's report would be attached to BDC's FCA report, which would reference contents of the structural report. • Exteriors and finishes. BDC will inspect of all accessible exterior spaces to observe conditions of driveways and walkways noting conditions of concrete and asphalt. Building exteriors will be inspected including wall finishes, fascia boards and wood trimming, windows and doors. This will include assessing the condition of masonry, painting, sealants and noting evidence of dry rot. • Landscaping. Inspection of landscaping will include observations of needed maintenance as well as areas where growth of vegetation and trees (branches and roots) are damaging concrete or building exteriors. • Systems Assessment. Assess major building systems (mechanical, plumbing, and electrical) based on visual indicators and system age. Document HVAC system conditions, including visible signs of wear, operational concerns, and any available nameplate data (e.g., manufacturer, model, capacity, and installation date) to inform age- based lifecycle estimates and assist in forecasting capital replacement needs. When systemslpackages are located in inaccessible areas on the roof, when practical, BDC will use drones to visually inspect them. 4 Brookhurst OL=vL=k3prrwnt & Advisonj Corp 5per1a1is1s JnPubllr prfrale FarlllfySnlutJons 5/mel99b • Emergency Backup Generators. Conduct visual inspections of each station's emergency generator systems to assess general condition, visible deterioration, signs of leakage and corrosion. We will also document available nameplate data, including manufacturer, capacity (kW), fuel type, and installation date, if legible. No load testing or operational testing will be performed. • Electrical. Visual inspection of conditions of interior and exterior lighting and outlets. Electric metallic tubing (EMT) and other electric conduits will be visually observed for signs of corrosion or potential water infiltration at connections. • Roofs. Where accessible, roofs will be walked and inspected noting specific roofing system(s) used. Where inaccessible, BDC will use drone video to visually inspect roof conditions. Based upon these visual observations, BDC will identify problematic areas such as a) blistering, waving, deformities or signs of deterioration; b) roof penetrations at vents, flashing, and skylights; c) drainage and downspouts; d) sealant along flashing, reglets, vents and fasteners; e) conditions of parapets, and; f) areas where improved roof maintenance could improve performance and longevity. In addition, for each station BDC will use high-resolution aerial imagery and 3-D analytics tools provided by EagleView, Inc. providing detailed information as follows.: - Orthogonol (top-down) and oblique (side-angled) imagery; - Slope and pitch distribution inclusive of pitch diagram; - Total rakes, eaves, hips and ridges; - Facet count; - Total area (sq. ft. and total squares) From our field investigations and calculations provided by the analytic tools, BDC will confer with experienced licensed roofing contractors to conduct a peer-review our findings. Collectively, the above documentation will allow these contractors to readily provide costs on replacement and repairs, which will be included in our cost estimates. The cost of BDC's use of the above resources will be borne by BDC and are included within our proposed fee. • Drainage and Downspouts. Visual assessment of conditions of all drainage including drains, downspouts, gutters and scuppers on the roof as well as catch basins in driveways. 5 r®o hur t 0 I r* & Advisortjcarp S;n2CIA11Sf51nAINIC Alvdto FdOlIty S0111A sS SIX91996 • Security and Life-Safety Systems. BDC will conduct visual observations and note the presence of security and life-safety systems such as smoke detectors and fire sprinklers. However, these systems will not be tested, nor will we opine to their adequacy or compliance to codes. 2) Photography and Drone Video Imagery • Photography. Photograph building elements that are being assessed including those elements that require particular attention. Photographs will be included within the final report to facilitate discussions. All photographs, including those that are not presented within the report will be provided OCFA on a separate archival thumb/zip drive at the time of report submission. • Drone Video. Drone videography will be conducted for each station and be used to inspect inaccessible exterior roof and building conditions, and if requested, be presented to OCFA and city staff to facilitate discussions. Drone videos will be provided to OCFA on the same archival thumb/zip drive as the photographs. 3) Deliverables— Comprehensive Facilities Assessment Report • Conditions Assessment and Recommendations. The final updated FCA report will include a narrative discussing each of the findings and recommendations as they pertain to the above scope of inspection work conducted for all ten Division 6 stations. Where applicable, the report will reference those building elements that were observed using drone video. • Cost Estimation. The report will provide a Rough Order of Magnitude ("ROM") of estimated costs for each of the recommended capital upgrade or construction work for each station. This cost estimation will also include cost proposals submitted to BDC by reputable licensed contractors that have experience in the local market contracting for similar size and scope of renovation, or equipment sales and installation as recommended by the report. When warranted, BDC will provide cost estimates for any station's full redevelopment when warranted. • Assess Any Functional Obsolescence/Cost-Benefit Analysis. Working in close collaboration with OCFA personnel, BDC will assess 6 Br okhurst OLmvellopment & AdvisonjCorp SPedallStS k Po61IC AdWO faURF Sv111110nS SInra 1996 each stations ability to meet the mission requirements of OCFA to provide efficient and safe fire suppression and emergency services for Santa Ana. In fight of the city's consistent yearly increase in call volume, BDC will assess each station pursuant to the following parameters: - Current physical age, condition and any need for capital repairs and upgrades; - Adequacy of station's size and capacity to serve the community; - Any limitations of existing site size that could inhibit future growth or expansion; - Functionality of current site layout and its adequacy for accommodating fire apparatus including safe and efficient ingress and egress; - Any deficiency in in technology including the use of antiquated systems or other building elements; - Assessment of whether recommended capital improvements warrant the investment, or, if a full station replacement is both more cost-effective while providing better service to the community. * Addenda. The report will contain an addendum that includes the following documentation that supports the contents and recommendations made: - Qualifications of BDC personnel involved in inspections and recommendations; - Structural engineer's report; Third-party reports such as roof diagrams and analyses, backup emergency generator inspections, etc.; Sources used for cost estimation; Contractor quotes for repairs, capital upgrades and equipment sales and installation (i.e. roof contractors, generator repairs or replacement, etc. • Report Format(s). The final report will be provided as follows: Three (3) printed copies of the final report, Three thumb/zip drives that contain a) the entire report in .PDF format, folder contain all photographs, and a folder that contain all drone video files taken during inspections. 7 Brackhurst OLmvelopment & AcMrmonj Corp Speriallsis In Pukl/r PrIR&£adlllySolullnns s1nro AM Excluded as Part of Scope„of Work At directed by OCFA, BDC will not report upon matters that require destructive or invasive inspections, inspections requiring any instrumentation and assessment requiring the operation of systems. In addition to those exclusions previously noted, the following will be excluded from the scope of work: • Unobservable Conditions or Areas of Inaccessibility. BDC will only conduct inspections of accessible areas and areas that can be inspected using aerial drones. • ADA Compliance. BDC will not assess or opine to any of the station's compliance to the American with Disabilities Act(ADA). • Environmental Conditions. BDC will not assess nor opine to environmental conditions or the presence of hazardous substances. • Structural Conditions. BDC will not assess nor opine to any potential deficiencies in structural conditions of the stations other than making observations of areas that warrant further review. As indicated previously, OCFA .will contract separately and independently with an OCFA-approved licensed structural engineer for conducting and structural analysis. • Assessment of Capacity or Code Compliance of Electrical Systems. BDC will not access nor opine to the respective stations' compliance to building codes, including Title 24, nor the adequacy of load capacity of existing wiring and panels. • Assessment of Capacity or Code Compliance of Gas Lines and Plumbing. BDC will not access nor opine to the respective stations' compliance to building codes, including Title 24, nor the adequacy of capacity of any gas lines or plumbing. Committed Organizational Staff BDC anticipates three (3) principals having the most involvement, Of them, the following two individuals will be conducting physical inspections off all stations and collectively providing an assessment of each: Jeff Baize, Assoc. AIA, DRE License: #01005485 Role: BDC Principal and Owner 8 rookinurst~ OL=venlopment & AdvisomiCorp Speaollsls/n Public Aldala Fad111ySelullaa Mae 1996 David Karina, Assoc. AIA, FCAIC Role: BDC Managing Director and DSA (state-licensed) Building Inspector Assisting in the oversight of research and report production including presentations will be on principal, as follows: Lisa Kalustian DRE License: #02314139 Role: BDC Partner, Secondary Research & report drafts Subcontractors & Third-Party Reports Included in our proposed fee are the following: • EagleView 3- D Roof Analyti'cs Reports. The reports will be purchased for each facility. • Cost Quotes from Suppliers. Soliciting cost quotes warranted for replacement items (i.e. backup generators, HVAC systems, etc.). • Contractor Quotes and Estimates. Soliciting cost quotes BDC procures from contractors for needed capital improvements (i.e. roof repair/replacement, system repairs, etc.) Excluded from our proposed fee are the following: • Engineering Reports and Specialists Reports. OCFA will contract separately for any structural and environmental engineering and ADA reports as required. • Systems Inspections Beyond Proposed Scope. Systems inspections that require invasive or operational testing are excluded (i.e. emergency generator multi-point inspections, HVAC operating testing, etc.) • Expanded Scope. Fee for additional scope items will be charged based upon time and expenses incurred. 9 Srookhurr=t 0L=vek3prrx=nt & Ac1v1r=orLj Corp speria/isis in Public Prirale fadlliy solui/ans sine J996 SEC. 4: Budget Proposal Both our fee and schedule proposals reflect efficient use of senior and technical personnel and incorporates BDC's extensive familiarity with the Santa Ana facilities based on prior work conducted in 2022. Proposed Fee BDC cost for the scope as defined above: $29,750 Additional scope of work to include management of ADA, engineering, and various third party consultants as required; unforeseen conditions (eg. securing materials pricing, contractor bids and inspection work not part of above scope, multiple meetings, Powerpointivideo presentations, etc.); redrafts/additions to final Report; and contingencies` 20,000 Total Cost $49,750 This amount includes our hourly billable rates and all out-of-pocket costs Payment Schedule: Approximately 50% of fee ($ 24,750)will be billed upon approximately 50% of work completed as indicated by approximately 50% of hours expended; the remainder to be paid upon complete of final Report and its presentation. SEC. 5: PROPOSED SCHEDULE BDC proposes the following timeline for project execution, with a total duration of 8 to 10 weeks from receipt of notice to proceed (NTP): Week Milestone I Task Week 1 Project kickoff; records review; coordination with OCFA staff and structural engineer Weeks 2— 4 On-site inspections of all 10 fire stations; drone video and photography Week 5 Integration of field data, EagleView analysis, and subcontractor input, requests for cost quotes on equipment and installation 10 rohurst OL=velopment & AcMsortjCorp Speriallsts in Pu61ir Prlrato AidlityS,rlulianS Slnre7996 Week 6 - 7 Drafting of FCA report, development of cost estimates and prioritization matrix, draft report submitted to OCFA Week - 8 Review period; collection of feedback from OCFA Week - 9 Delivery of Final FCA Report Week - 10 Joint presentation to OCFA and City of Santa Ana officials (if scheduled) 11 Broollchurs t DpvpkWxr*=nt & Advtsonj C:®rp specialists in Pu6Ir'r Private Facility SnIatr'ans Sirue/996 ADDENDUM Qualifications of Personnel (Specific to this Assignment) BDC Resumes of Dedicated Staff Jeff D. Baize, BDC CEO & Founder Dedicated Project and Team Manager ► .: • 28 Years' Experience in Public Facility Development, Conditions Assessments and Operations • Recognized by State of California as Project Delivery Expert • Facility Feasibility & Regulatory Specialization • Project Finance & Real Estate Expert • Licensed California Real Estate Broker Education: Oxford University, England: Studies in Urban Development University of Texas, Austin: MBA— Focus on Real Estate Development & Finance University of Texas, Austin: Bachelor of Architecture Lisa Kaiustian, Partner, BDC • 14 Years' Experience with BDC in Public Project Delivery Policy & Communications Advisor to Two California Governors •California State Policy & Regulatory Experience •Public and Private Sector Experience in Land Use & Infrastructure •Licensed and Experienced Real Estate Professional Education: University of Southern California: Masters of Public Administration University of California, Los Angeles: B.A., Phi Beta Kappa Coro Southern California: Coro Fellows Program in Public Affairs 12 Brookhurst Ce=vL=l®pmL=n° & AdvisorLj Corp SPeciallsts in Pnblir PllYate Facility 501111lvnS Since 1996 David Karina, BDC Project Manager • CSU Long Beach BA in Business s Member, State Architect's Task Force on Administration & Building Codes • Member, DSA Advisory Board • Inspector for DSA, OSHPD, ACIA & NITC Associate AIA, American Institute of Architects Certifications: DSA Class 1 Project Inspector OSHPD Class A Inspector ACIA Div It Building Inspector CSI— Construction Document Technology DSA Masonry Inspector DSA Shotcrete Inspector NITC Medal Gas Inspector American Concrete Institute, Tech Grade 1 PTl Prestressed Concrete Inspector CAFFA Fire Alarm Inspector Awards: State Architect Citation— 2014 Cal-EMA Undersecretary Appreciation— 2014 AIACC— President Citation— 2013 ACIA President's Certification of Achievement— 2011 LAUSD Superintendent Appreciation— 2010 Cal-EMA Undersecretary Appreciation— 2010 ACIA Ed Grey Award— 2007 CIA Inspector of the Year— 2006 13 ACGI CERTIFICATE OF LIABILITY INSURANCE FDATE(MMIDDIYYYY) �- 08/08/2025 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLYAND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER.THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND,EXTEND OR ALTER THE COVERAGE AFFORDED BYTHE 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((es)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 Ashley Greenberg NAME: Cornerstone Specialty Insurance Services,Inc. Arc NN Exl: (714)731-7700 Arc,No; (714)731-7750 14252 Culver Drive,A299 E-MAIL Ashley@Cornerstonespecialty,com ADDRESS: INSURERS)AFFORDING COVERAGE NAIC q Irvine CA 92604 INSURERA: RLI Insurance Company 13056 INSURED INSURER B: BROOKHURST DEVELOPMENT CORPORATION INSURER C: 23986 Aliso Creek Road,Suite 103 INSURER D: INSURER E: Laguna Niguel CA 92677 INSURER COVERAGES CERTIFICATE NUMBER: 25126 COVERAGES REVISION NUMBER: THIS IS TO GERTIFYTHATTHE 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 EFF POLICY EXP LTR INSD YVVD POLICYNUMBER MMIDDIYYYY MMfDDNYYY LIMITS COMMERCIAL GENERAL LIABILITY 2,000,000 EACH OCCURRENCE $ DAMA E T R T 11000,000 CLAIMS-MADE X OCCUR PREMISES Eaaccnrrence $ X ADDTL INSURED I P&NC MED EXP(Any one person) $ 10,000 A x BLNKT WVR OF SUBRO PSB0007502 02/12/2025 02/12/2026 PERSONAL&ADV INJURY $ INCLUDED GEN'LAGGREGATE LIMITAPPLIES PER: GENERAL AGGREGATE $ 4,000,001) POLICY ® PRO ❑ LOG PRODUCTS-COMPIOPAGG $ 4,000,OOD JECT OTHER; $ AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $ 2,00,000 Ee aceldent ANY AUTO BODILY INJURY(Per person) $ A OWNED SCHEDULED PSB0007502 02112/2025 02/12/2026 BODILY INJURY(Per accldent) $ AUTOS ONLY AUTOS X H1RED X NON-OWNED PROPERTY DAMAGE $ AUTOS ONLY AUTOS ONLY Per accldenl UMBRELLA LIAR OCCUR EACH OCCURRENCE $ -4EXCESS UAB CLAIMS-MADE AGGREGATE $ DEO I I RETENTION$ $ WORKERS COMPENSATION PER OTR• AND EMPLOYERS'LIABILITY YIN X STATUTE I I ER ANY PROPRIETORIPARTNEWEXECUTIVE E.L.EACH ACCIDENT $ 1,000,000 A OFFICERIMEMBEREXCLUDED7 NIA PSW0004181 02/12/2025 02/12/2026 (Mandatory In NH) E,L.DISEASE-EA EMPLOYEE $ 1,000,000 I(yes,describe under 1,D00,000 DESCRIPTION OF OPERATIONS below K,L,DISEASE-POLICY LIMIT $ PROFESSIONAL LIABILITY Each Claim $1,000,000 A Claims Made RDPOO57400 02/13/2025 02/13/2026 Annual Aggregate $2,000,000 DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES(ACORD 101,Additional Remarks Schedule,may be altached If more space Is required) City of Santa Ana is Additional Insured for General Liability but only if required by written contract with the Named Insured prior to an occurrence and as per attached endorsement.Coyerago Is subject to all policy terms and conditions.*30 days notice of cancellation,except for 10 days notice for non-payment of premium.For Professional Liability coverage,the aggregate limit is the total insurance available for all covered claims reported within the policy period. Tu Tldn l TuTan Nguyen Nguyen 1 :1011 10.7%5 APPROVED -By-Tu-Tran-Afguyen at 103"ar -Aug 2� 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 M25 AUTHORIZED REPRESENTATIVE Santa Ana CA 02702 01988-2015 ACORD{CORPORATION. All rights reserved. ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD Policy Number: PSB0007502 RLI Insurance Company Named Insured: Brookhurst Development Corporation THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. RLIPack° FOR PROFESSIONALS BLANKET ADDITIONAL INSURED ENDORSEMENT This endorsement modifies insurance provided under the following: BUSINESSOW NERS COVERAGE FORM- SECTION II—LIABILITY 1. C. WHO IS AN INSURED is amended to include as additional insured under this policy must apply on a an additional insured any person or organization that primary basis, or a primary and non-contributory you agree in a contract or agreement requiring basis,this insurance is primary to other insurance that insurance to include as an additional insured on this is available to such additional insured which covers policy, but only with respect to liability for "bodily such additional insured as a named insured, and we injury", "property damage" or "personal and will not share with that other insurance, provided that: advertising injury" caused in whole or in part by you a. The "bodily injury" or "property damage" for or those acting on your behalf: which coverage is sought occurs after you have a. In the performance of your ongoing operations; entered into that contract or agreement;or b. In connection with premises owned by or rented b. The "personal and advertising injury" for which to you; or coverage is sought arises out of an offense c. In connection with "your work" and included committed after you have entered into that within the "product-completed operations contract or agreement. hazard". 4. The following is added to SECTION III K. 2. 2. The insurance provided to the additional insured by Transfer of Rights of Recovery Against Others to this endorsement is limited as follows: Us — COMMON POLICY CONDITIONS (BUT APPLICABLE TO ONLY TO SECTION II — a. This insurance does not apply on any basis to LIABILITY) any person or organization for which coverage We waive any rights of recovery we may have against as an additional insured specifically is added by any person or organization because of payments we another endorsement to this policy. make for "bodily injury", "property damage" or b. This insurance does not apply to the rendering "personal and advertising injury" arising out of "your of or failure to render any "professional work" performed by you, or on your behalf, under a services". contract or agreement with that person or organization, We waive these rights onlywhere you c. This endorsement does not increase any of the have agreed to do so as part of a contract or limits of insurance stated in D. Liability And agreement with such person or organization entered Medical Expenses Limits of Insurance. into by you before the "bodily injury' or "property 3. The following is added to SECTION III H.2. Other damage" occurs, or the "personal and advertising Insurance — COMMON POLICY CONDITIONS injury"offense is committed. (BUT APPLICABLE ONLY TO SECTION II — LIABILITY) However, if you specifically agree in a contract or agreement that the insurance provided to an ALL OTHER TERMS AND CONDITIONS OF THIS POLICY REMAIN UNCHANGED. PPB 304 02 12 Page 1 of 1 WORKERS'COMPENSATION AND EMPLOYERS LIABILITY INSURANCE POLICY WC 04 03 06 (Ed.04-84) WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT—CALIFORNIA We have the right to recover our payments from anyone liable for an injury covered by this policy.We will not enforce our right agalnstthe person or organization named in the Schedule.(This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) You must maintain payroll records accurately segregating the remuneration of your employees while engaged in the work described In the Schedule. The additional premium for this endorsement shall be %of the California workers'compensation premium otherwise due on such remuneration. Schedule Person or Organization Job Description All persons ororganizations that are party to a Job performed for any person or organization that you contract that requires you to obtain this have agreed with in a written contract to provide this agreement,provided you executed the contract agreement. before a loss This endorsement changes the policy to which it is attached and Is effective on the date issued unless otherwise stated. (The information below is required only when this endorsement is issued subsequent to preparation of the policy. Endorsement Effective 2/12/2025 Policy No. PSW0004181 Endorsement No. Insured erookhurst Development Corporation Insurance Company RLI Insurance Company DATE(MM/DD/YYYY) A�" CERTIFICATE OF LIABILITY INSURANCE 01/30/2026 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER.THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND,EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S),AUTHORIZED REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED,the policy(ies)must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED,subject to the terms and conditions of the policy,certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT Ashley Greenberg NAME: Cornerstone Specialty Insurance Services,Inc. pAH/cNE. Ext: (714)731-7700 a c,No: (714)731-7750 14252 Culver Drive,A299 E-MAIL Ashley@Cornerstonespecialty.com ADDRESS: INSURER(S)AFFORDING COVERAGE NAIC# Irvine CA 92604 INSURERA: RLI Insurance Company 13056 INSURED INSURER B BROOKHURST DEVELOPMENT CORPORATION INSURER C: 23986 Aliso Creek Road,Suite 103 INSURER D: INSURER E: Laguna Niguel CA 92677 INSURER F: COVERAGES CERTIFICATE NUMBER: 26/27 COVERAGES REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT,TERM OR CONDITION OF ANY CONTRACTOR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAYBE ISSUED OR MAY PERTAIN,THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR TYPE OF INSURANCE POLICY EFF POLICY EXP LTR INSD WVD POLICY NUMBER MM/DD/YYYY MM/DD/YYYY LIMITS X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 2,000,000 CLAIMS-MADE FX OCCUR PREM SDAMAGES Ea oNcurDrence $ 1,000,000 X ADDTL INSURED/P&NC MED EXP(Any one person) $ 10,000 A X BLNKT WVR OF SUBRO PSB0007502 02/12/2026 02/12/2027 PERSONAL&ADV INJURY $ INCLUDED MOTHER LAGGREGATE LIMITAPPLIES PER: GENERAL AGGREGATE $ 4,000,000 POLICY PRO ❑ LOC PRODUCTS-COMP/OP AGG $ 4'000'000 JECT: $ AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $ 2,000,000 Ea accident ANYAUTO BODILY INJURY(Per person) $ A OWNED SCHEDULED PSB0007502 02/12/2026 02/12/2027 BODILY INJURY(Pe r accide nt) $ AUTOS ONLY AUTOS X HIRED �/ NON-OWNED PROPERTY DAMAGE $ AUTOS ONLY X AUTOS ONLY Per accident UMBRELLA LIAB OCCUR EACH OCCURRENCE $ EXCESS LIAB CLAIMS-MADE AGGREGATE $ DED I I RETENTION $ $ WORKERS COMPENSATION ER/� STATUTE EORH AND EMPLOYERS'LIABI LI TY YIN 1,000,000 ANY PROPRIETOR/PARTNER/EXECUTIVE E.L.EACH ACCIDENT $ AOFFICER/MEMBER EXCLUDED? NIA PSW0004181 02/12/2026 02/12/2027 (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $ 1,000,000 If yes,describe under 1,000,000 DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $ PROFESSIONAL LIABILITY Each Claim $1,000,000 A Claims Made RDP0057400 02/13/2026 02/13/2027 Annual Aggregate $2,000,000 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached if more space is required) City of Santa Ana is Additional Insured for General Liability but only if required by written contract with the Named Insured prior to an occurrence and as per attached endorsement.Coverage is subject to all policy terms and conditions.*30 days notice of cancellation,except for 10 days notice for non-payment of premium.For Professional Liability coverage,the aggregate limit is the total insurance available for all covered claims reported within the policy period. APPROVED By Tu Tran Nguyen at 4:18 pm,Apr 15,2026 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 M25 AUTHORIZED REPRESENTATIVE Santa Ana CA 92702 4 @ 1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD Policy Number: PSB0007502 RLI Insurance Company Named Insured: Brookhurst Development Corporation THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. RLIPack° FOR PROFESSIONALS BLANKET ADDITIONAL INSURED ENDORSEMENT This endorsement modifies insurance provided under the following: BUSINESSOWNERS COVERAGE FORM- SECTION II —LIABILITY 1. C. WHO IS AN INSURED is amended to include as additional insured under this policy must apply on a an additional insured any person or organization that primary basis, or a primary and non-contributory you agree in a contract or agreement requiring basis, this insurance is primary to other insurance that insurance to include as an additional insured on this is available to such additional insured which covers policy, but only with respect to liability for "bodily such additional insured as a named insured, and we injury", "property damage" or "personal and will not share with that other insurance, provided that: advertising injury" caused in whole or in part by you a. The "bodily injury" or "property damage" for or those acting on your behalf: which coverage is sought occurs after you have a. In the performance of your ongoing operations; entered into that contract or agreement; or b. In connection with premises owned by or rented b. The "personal and advertising injury" for which to you; or coverage is sought arises out of an offense c. In connection with "your work" and included committed after you have entered into that within the "product-completed operations contract or agreement. hazard". 4. The following is added to SECTION III K. 2. 2. The insurance provided to the additional insured by Transfer of Rights of Recovery Against Others to this endorsement is limited as follows: Us — COMMON POLICY CONDITIONS (BUT APPLICABLE TO ONLY TO SECTION II — a. This insurance does not apply on any basis to LIABILITY) any person or organization for which coverage We waive any rights of recovery we may have against as an additional insured specifically is added by any person or organization because of payments we another endorsement to this policy. make for "bodily injury", "property damage" or b. This insurance does not apply to the rendering "personal and advertising injury" arising out of "your of or failure to render any "professional work" performed by you, or on your behalf, under a services". contract or agreement with that person or c. This endorsement does not increase any of the organization. We waive these rights only where you limits of insurance stated in D. Liability And have agreed to do so as part of a contract or Medical Expenses Limits of Insurance. agreement with such person or organization entered into by you before the bodily injury or property 3. The following is added to SECTION III H.2. Other damage" occurs, or the "personal and advertising Insurance — COMMON POLICY CONDITIONS injury"offense is committed. (BUT APPLICABLE ONLY TO SECTION II — LIABILITY) However, if you specifically agree in a contract or agreement that the insurance provided to an ALL OTHER TERMS AND CONDITIONS OF THIS POLICY REMAIN UNCHANGED. PPB 304 02 12 Page 1 of 1 WORKERS'COMPENSATION AND EMPLOYERS LIABILITY INSURANCE POLICY WC 0403 06 (Ed.04-84) WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT—CALIFORNIA We have the right to recover our payments from anyone liable for an injury covered by this policy.We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) You must maintain payroll records accurately segregating the remuneration of your employees while engaged in the work described in the Schedule. The additional premium for this endorsement shall be %of the California workers'compensation premium otherwise due on such remuneration. Schedule Person or Organization Job Description All persons or organizations that are party to a Job performed for any person or organization that you contract that requires you to obtain this have agreed with in a written contract to provide this agreement,provided you executed the contract agreement. before aloss This endorsement changes the policy to which it is attached and is effective on the date issued unless otherwise stated. (The information below is required only when this endorsement is issued subsequent to preparation of the policy.) Endorsement Effective 2/12/2026 Policy No. PSW0004181 Endorsement No. Insured Brookhurst Development Corporation Insurance Company RLI Insurance Company