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HomeMy WebLinkAboutG2 ADVISORY GROUP, LLC. INSURANCE NOT ON FILE WORN MAY NOT PROCEED N-2026-021 CITY CLERK DATE: FEB 0 3 2026 • O (mow AGREEMENT WITH G2 ADVISORY GROUP, LLC FOR nbolI U' (DZ) INDEPENDENT REVIEW OF CITY'S INTERNAL ANALYSIS THIS AGREEMENT is made and entered into on this 28th day of January, 2026 by and between G2 Advisory Group, LLC,("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: internal analysis of in-house operations, including all supporting documentation, financial models, staffing plans, operational assumptions, and transition strategies. 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 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 Consultant's proposal attached hereto as Exhibit A and incorporated by reference. 2. COMPENSATION a. City agrees to pay, and Consultant agrees to accept as total payment for its services for City, the rates and charges identified in Exhibit A. The total amount to be expended during the term of this Agreement shall not exceed $19,500. b. Payment by City shall be made within forty-five (45) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. City and Consultant agree that all payments due and owing under this Agreement shall be made through Automated Clearing House(ACH)transfers. Consultant agrees to execute the City's standard ACH Vendor Payment Authorization and provide required documentation. Upon verification of the 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. #2150143v2 3. TERM This Agreement shall commence on the date first written above through August 1, 2026, unless terminated earlier in accordance with Section 15, below. 4. INDEPENDENT CONTRACTOR Consultant shall, during the entire term of this Agreement, be construed to be an independent Consultant and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer-employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. 5. OWNERSHIP OF MATERIALS This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk. 6. INSURANCE Insurance requirements are attached hereto as Exhibit B. 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 I of this Agreement; and (2) from any claim that personal injury, damages,just compensation, restitution,judicial or equitable #2150143v2 relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages,just compensation, restitution,judicial or equitable relief suffered, or alleged to have been suffered,by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution,judicial or equitable relief due to personal or property rights arises by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent.Consultant's services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant. 8. INTELLECTUAL PROPERTY INDEMNIFICATION Consultant shall defend and indemnify the City, its officers, agents, representatives, and employees against any and all liability, including costs, for infringement of any United States' letters patent, trademark, or copyright infringement, including costs,contained in the work product or documents provided by Consultant to the City pursuant to this Agreement. 9. RECORDS Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement. 10. CONFIDENTIALITY If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance,but in no event less than reasonable care. "Confidential Information" shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that(a)has been disclosed in publicly available sources; (b) is,through no fault of the Ik2150143v2 Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or(e) is independently developed by the Consultant without reference to information disclosed by the City. 11. CONFLICT OF INTEREST CLAUSE a. Consultant covenants that it presently has no interests and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement. b. No immediate family members of either the Mayor, City Council Member, or any appointed City Official, including appointed board and commission members, as defined under the City's Municipal Code, whose position with the City shall award or influence the award of this Agreement, or any competing contract or amendment thereof, shall be employed in any 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 CaIPERS 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 fill 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 #2150143v2 Agreement. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations. 13. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exclusive statement between the City and Consultant, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which is not embodied herein. 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 #2150143v2 similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies. 17. JURISDICTION - VENUE This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement. 18. PROFESSIONAL LICENSES Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement. 19. NOTICE Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons: To City: City Clerk City of Santa Ana 20 Civic Center Plaza(M-30) P.O. Box 1988 Santa Ana, CA 92702-1988 Fax: 714- 647-6956 With courtesy copies to: City Manager, City Manager's Office City of Santa Ana 20 Civic Center Plaza (M-31) P.O. Box 1988 Santa Ana, California 92702 To Consultant: G2 Advisory Group, LLC Attn: Gabriel A. Gonzalez, Principal #2150143v2 852 Avenida Ricardo, Apt 130 San Marcos, CA 92069 A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four(24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded. 20. MISCELLANEOUS PROVISIONS a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney's fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. ATTEST: CITY OF SANT A aiw ennifer . '112l Alvaro Nunez City Clerk p +- City Manager APPROVED AS TO FORM: SONIA R. CARVALHO CONSULTANT: City Attorney By: Melissa Crosthwaite Gabriel A. Gonzalez Senior Assistant City Attorney Principal #2150143v2 EXHIBIT A Scope of Services and Costs/Rates #2150143v2 EXHIBIT A 4ctiel G2 ADVISORY GROUP, LLC {hz.ric_acrLl .1u-11LLLtrPQ1 L sstcr..ir url.[Ls*c *Lr-_f.,,et__i CONSULTING SERVICES PROPOSAL FOR City of Santa Ana River View Golf Course Peer Review Respectfully submitted by: Gabriel A. Gonzalez, Principal G2 Advisory Group, LLC. "Practical solutions for maximum results" San Marcos, CA 92069 (858) 421-8486 gabegaq2advisoryqroupllc.corn 1 EXHIBIT A ("k „I.,- _ 4 02 ADVISORY GROUP, LLC Y"li2ctLcl2L 1rrLLLt%D-st1 jjurL I*LL1_r Lif1LL.t +x.Ct.1LLLtJL If 7 January 21, 2026 Minh Thai Assistant City Manager City of Santa Ana Dear Minh, G2 Advisory Group is pleased to submit this proposal to assist the City of Santa Ana with an independent peer review of the City's internal analysis regarding in-house operations of River View Golf Course. As we have discussed, the City has prepared an internal analysis and wishes to have G2 conduct a comprehensive peer review to validate assumptions, identify potential gaps or risks, and provide recommendations to inform City leadership. We are confident this approach will provide the City with the independent validation and expert perspective needed to make an informed decision. I welcome the opportunity to discuss this proposal and answer any questions. About Us Established in 2024, G2 Advisory Group, LLC ("G2") was founded with a clear vision: to assist cities and other governmental entities in achieving community and organizational success. G2 is dedicated to assisting local governments in resolving complex issues through practical, efficient and actionable solutions, or more simply put, "practical solutions for maximum results." Our firm's core principle is to develop strategies that foster community unity and enhance the quality of life for residents. G2's approach is rooted in ethical practices, good governance principles, and a commitment to enhancing operational effectiveness while ensuring the delivery of high-quality services at the lowest cost. In addition, G2 brings experience you can trust. With direct executive oversight of municipal golf courses, we have conducted operational assessments, managed RFP processes, and negotiated management contracts for golf course operations. This hands-on experience means we understand the unique challenges municipalities face when evaluating in-house versus contract management operations. I. Project Overview and Schedule We propose a flexible, two-phase engagement that provides the City with independent validation of its analysis and optional support during the RFP process: 2 EXHIBIT A G2 ADVISORY GROUP, LLC "PkacticaI 1aLettiurstl Ali rst.cv LJ tetuet he 1_z(tt1" PHASE 1: Peer Review of Internal Analysis (core engagement) G2 will conduct a comprehensive peer review of the City's internal analysis, validate methodology and assumptions, identify gaps or risks, and provide recommendations. Deliverable will be an executive summary report tailored for City Management. Timeline: 30 days from receipt of City's analysis. PHASE 2: Request For Proposal Support (optional) G2 will provide technical support during the request for proposal (RFP) process, including review of draft RFP documents, input on scope of services and evaluation criteria, and proposal review assistance if requested. II. Scope of Work G2 Advisory Group proposes a phased approach that provides the City with maximum flexibility and clear decision points: PHASE 1: Peer Review of Internal Analysis (core engagement) A. Review of City's Internal Analysis G2 will conduct a thorough review of the City's internal analysis, including all supporting documentation, financial models, staffing plans, operational assumptions, and transition strategies. We will evaluate the completeness and reasonableness of the analysis in the context of municipal golf course operations. B. Validation of Methodology and Assumptions G2 will validate the methodology used in the City's analysis, including financial modeling approaches, revenue projections, cost estimates, and staffing calculations. We will evaluate key assumptions against industry benchmarks and identify any areas requiring adjustment. C. Financial Analysis Review G2 will conduct an independent review of all financial projections, including revenue forecasts, operating expense estimates, personnel costs, equipment and capital needs, and budget comparisons. D. Gap and Risk Assessment G2 will identify any gaps in the analysis, including missing cost elements, unrealistic assumptions, operational considerations not addressed, or implementation risks not adequately considered. E. Recommendations G2 will provide specific, actionable recommendations to strengthen the analysis, address identified gaps or risks, and improve the City's decision-making framework. Recommendations will be practical and implementable within the City's operational and budgetary constraints. 3 EXHIBIT A 62 ADVISORY GROUP, LLC .:' -177..ictacs1 J '1LLLia-sLS 4.,•i **Ca- ;-)11ILLLsc ' CA PHASE 1 Deliverables Executive Summary Report will include: • Overview of Analysis: Summary of the City's internal analysis and scope of peer review conducted. • Validation Findings: Assessment of methodology, assumptions, and financial projections with specific findings on strengths and areas requiring adjustment. • Gap and Risk Analysis: Identification of gaps in the analysis and operational/financial risks requiring attention. • Recommendations: Specific, prioritized recommendations to strengthen the analysis and support informed decision-making. Timeline: 30 days from receipt of City's internal analysis and supporting documentation PHASE 2: RFP Support(Optional) A. RFP Document Review G2 will review draft RFP documents for technical accuracy, completeness, and alignment with industry best practices for municipal golf course management contracts. We will provide specific input on scope of services, performance requirements, and contract structure provisions. B. Evaluation Criteria and Scoring G2 will provide input on evaluation criteria development, scoring methodology, and interview questions to ensure the City selects the most qualified contractor. This will include recommendations on how to evaluate contractor experience, financial stability, and proposed management approach. C. Proposal Review Assistance If requested, G2 will provide technical review of submitted proposals, comparative analysis of proposers' approaches and pricing, and recommendations to inform the selection process. PHASE 2 Deliverables • Written comments on draft RFP documents • Recommended evaluation criteria and scoring approach. • Proposal review memorandum (if requested) Timeline: As needed based on City's RFP development and procurement schedule Ill. Consulting Team Gabriel "Gabe" Gonzalez will be the team lead member working on this project. Gabe is an experienced chief executive officer with over 27 years of municipal experience, including two decades as city manager in small, medium, and large, culturally diverse communities. He served as city manager for the California cities of Shafter, Gilroy, 4 EXHIBIT A G2 ADVISORY GROUP, LLC _Loi16 _1 4 TL /H[LX LIIt[1.k't Jt I Rohnert Park, and Mendota. He also held roles as an assistant city manager and a finance director. His decades of city management experience in organizations undergoing complex financial and operational transitions resulted in obtaining highly honed skills in the following areas: • Demonstrated expertise in conducting organizational assessments, developing recommendations and applying best practices to improve efficiency and effectiveness of programs and services; developing and implementing performance measures to improve management systems to advance data-based policy decision-making and increase organizational accountability. In addition, Gabe previously served as Senior Manager for a national consulting firm, providing management consulting services to clients in financial planning, budgeting, analysis and forecasting, strategic planning and implementation, organizational analysis, consolidation of services, performance management, city council/city manager relations and labor negotiations. Bryce Atkins - Special Advisor Bryce has served in municipal government for 19 years in positions including City Manager, Administrative Services Director, Chief Financial Officer, Director of Support Operations and Senior Management Analyst for several municipalities. With a highly developed analytical skill set, Bryce will provide in-depth analysis to this project. Bryce is experienced in conducting both citywide and departmental assessments, devising process improvement strategies, developing strategic implementation plans, performing financial and managerial analysis, and policy development. He has experience in managing municipal services, to include water operations. This experience provides valuable insights into the evaluation of principles and practices across all municipal and special district operations. Amber Servin - Special Advisor Amber serves as Special Advisor specializing in parks and recreation operations, organizational development, and fiscal sustainability for municipal clients. With over 12 years of progressive leadership experience in California local government, she brings specialized expertise in recreational facility operations, strategic planning, and community program development. Amber's consulting practice focuses on organizational assessment, operational efficiency analysis, and the strategic transformation of municipal recreation services. 5 EXHIBIT A Cit ` 62 ADVISORY GROUP, LLC AlyirJ�hn clicrzL _iisliLt 4aitS {f rr'h saen_s use:rare hc�t.d%_i Her expertise includes budget management for complex operations, crisis leadership, grant procurement strategies, and community engagement frameworks that deliver measurable outcomes. She has successfully advised municipalities on major capital projects, staffing optimization for seven-day operational facilities, and the development of sustainable recreation programming models. Amber holds an MPA from Azusa Pacific University and brings a practical, results- oriented approach to helping municipalities enhance service delivery while maintaining fiscal responsibility and operational excellence. IV. Project Cost Phase Description Amount Approved 1 Peer Review of Internal $19,500 fixed fee Analysis 2 Request For Proposal $8,000 not-to-exceed (optional) City shall reimburse G2 Advisory Group for reasonable out-of-pocket expenses(including travel and mileage)incurred in performing the services. Billing Terms: 50% upon authorization to proceed; 25% upon delivery of draft report; 25% upon delivery of final report. Accepted and agreed on behalf of the City of Santa Ana Signature Date Name and Title 6 EXHIBIT B — insurance Requirements 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 Tenn 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 Olcovering 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 Ol 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, provided that such policy is endorsed for business use and provides coverage with a minimum limit of$1,000,000. Required policy limits can be met with primary and umbrella/excess insurance policies. 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. 4. Professional Liability (PL)/ Errors & Omissions: with limits no less than $1,000,000 per occurrence or claim, and $1,000,000 aggregate. If Consultant maintains broader coverage and/or higher limits than the minimum requirements for each line of coverage shown above, City requires and shall be entitled to the broader coverage and/or the higher limits maintained by Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to City. Other Insurance Provisions The above required insurance policies are to contain or be endorsed to contain the following provisions: I. 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 #2150143v2 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. 5. Insurance policies required herein shall provide that coverage shall not be canceled, suspended, voided, reduced in coverage or in limits, non-renewed by the carrier, or materially changed except after thirty (30) days prior written notice has been given to City. Ten (10) days prior written notice shall be provided to City for policy cancellation or non-renewal due to non-payment of premium. 6. Certificate Holder on each Evidence of Insurance certificate shall be: City of Santa Ana, Attention: City Manager's Office, 20 Civic Center Plaza, 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 he 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. #2150143v2 G2ADVIS-01MMONTEZ DATE (MM/DD/YYYY) CERTIFICATE OF LIABILITY INSURANCE 2/3/2026 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). CONTACT PRODUCER NAME: PHONEFAX Rico Pfitzer Pires and Associates Insurance (800) 399-7473(209) 854-2520 (A/C, No, Ext):(A/C, No): P.O. Box 129 E-MAIL info@rppins.com Gustine, CA 95322 ADDRESS: INSURER(S) AFFORDING COVERAGENAIC # California Automobile Insurance Company38342 INSURER A : INSURED Scottsdale Indemnity15580 INSURER B : INSURER C : G2 Advisory Group, LLC 852 Avenida Ricardo #130 INSURER D : San Marcos, CA 92069 INSURER E : INSURER F : COVERAGESCERTIFICATE NUMBER:REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSRADDLSUBRPOLICY EFFPOLICY EXP TYPE OF INSURANCEPOLICY NUMBERLIMITS LTRINSDWVD(MM/DD/YYYY)(MM/DD/YYYY) COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE$ DAMAGE TO RENTED CLAIMS-MADEOCCUR $ PREMISES (Ea occurrence) MED EXP (Any one person)$ PERSONAL & ADV INJURY$ GEN'L AGGREGATE LIMIT APPLIES PER:GENERAL AGGREGATE$ PRO- POLICYLOC PRODUCTS - COMP/OP AGG$ JECT OTHER:$ COMBINED SINGLE LIMIT 1,000,000 A AUTOMOBILE LIABILITY $ (Ea accident) X ANY AUTO BA04000009162211/26/202511/26/2026 BODILY INJURY (Per person)$ OWNEDSCHEDULED AUTOS ONLYAUTOSBODILY INJURY (Per accident)$ PROPERTY DAMAGE HIREDNON-OWNED (Per accident)$ AUTOS ONLYAUTOS ONLY $ UMBRELLA LIABOCCUR EACH OCCURRENCE$ EXCESS LIABCLAIMS-MADE AGGREGATE$ DEDRETENTION$ $ PEROTH- WORKERS COMPENSATION STATUTEER AND EMPLOYERS' LIABILITY Y / N ANY PROPRIETOR/PARTNER/EXECUTIVE E.L. EACH ACCIDENT$ N / A OFFICER/MEMBER EXCLUDED? (Mandatory in NH) E.L. DISEASE - EA EMPLOYEE$ If yes, describe under DESCRIPTION OF OPERATIONS belowE.L. DISEASE - POLICY LIMIT$ Prof. LiabilityEKI359269410/1/202510/1/2026 Aggregate Limit1,000,000 B DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) The below certificate holder is included as additonal insured per the attached endorsement. CzMvjtbObkfsbbu9;66qn-Gfc35-3137 CERTIFICATE HOLDERCANCELLATION 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 Manager's Office 20 Civic Center Plaza, M-31 AUTHORIZED REPRESENTATIVE Santa Ana, CA 92701 ACORD 25 (2016/03)© 1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD THE HARTFORD BUSINESS SERVICE CENTER 3600 WISEMAN BLVD SAN ANTONIO TX 78251February 11, 2026 City of Santa Ana Attention: City Managers Office 20 CIVIC CENTER PLZ # M 31 SANTA ANA CA 92701 Account Information: Contact Us G2 Advisory Group, LLC Policy Holder Details : Need Help? Chat online or call us at (866) 467-8730. We're here Monday - Friday. EnclosedpleasefindaCertificateOfInsurancefortheabovereferencedPolicyholder.Pleasecontactusifyouhaveany questions or concerns. Sincerely, Your Hartford Service Team WLTR005 DATE (MM/DD/YYYY) CERTIFICATE OF LIABILITY INSURANCE 02/11/2026 THISCERTIFICATEISISSUEDASAMATTEROFINFORMATIONONLYANDCONFERSNORIGHTSUPONTHECERTIFICATE HOLDER.THISCERTIFICATEDOESNOTAFFIRMATIVELYORNEGATIVELYAMEND,EXTENDORALTERTHECOVERAGE AFFORDEDBYTHEPOLICIESBELOW.THISCERTIFICATEOFINSURANCEDOESNOTCONSTITUTEACONTRACTBETWEENTHE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT:IfthecertificateholderisanADDITIONALINSURED,thepolicy(ies)mustbeendorsed.IfSUBROGATIONISWAIVED, subjecttothetermsandconditionsofthepolicy,certainpoliciesmayrequireanendorsement.Astatementonthiscertificatedoes not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT NAME: RICO PFITZER PIRES & ASSOCS INS PHONEFAX (209) 854-3724(209) 854-2520 57151115 (A/C, No): (A/C, No, Ext): PO BOX 129 E-MAIL ADDRESS: GUSTINECA95322 INSURER(S) AFFORDING COVERAGENAIC# 30104 INSURER A : Hartford Underwriters Insurance Company INSURED INSURER B : G2 ADVISORY GROUP, LLC INSURER C : 852 AVENIDA RICARDO APT 130 INSURER D : SAN MARCOSCA92069 INSURER E : INSURER F : COVERAGESCERTIFICATE NUMBER:REVISION NUMBER: THISISTOCERTIFYTHATTHEPOLICIESOFINSURANCELISTEDBELOWHAVEBEENISSUEDTOTHEINSUREDNAMEDABOVEFORTHEPOLICYPERIOD INDICATED.NOTWITHSTANDINGANYREQUIREMENT,TERMORCONDITIONOFANYCONTRACTOROTHERDOCUMENTWITHRESPECTTOWHICHTHIS CERTIFICATEMAYBEISSUEDORMAYPERTAIN,THEINSURANCEAFFORDEDBYTHEPOLICIESDESCRIBEDHEREINISSUBJECTTOALLTHE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSRADDLSUBRPOLICY EFFPOLICY EXP POLICY NUMBER TYPE OF INSURANCELIMITS LTRINSRWVD(MM/DD/YYYY)(MM/DD/Y YYY) COMMERCIAL GENERAL LIABILITYEACH OCCURRENCE $1,000,000 DAMAGE TO RENTED CLAIMS-MADEOCCUR $1,000,000 X PREMISES (Ea occurrence) General Liability $10,000 MED EXP (Any one person) X PERSONAL & ADV INJURY $1,000,000 AX57 SBM BM6V2B12/16/202512/16/2026 X $2,000,000 GENERAL AGGREGATE GEN'L AGGREGATE LIMIT APPLIES PER: PRO- LOC POLICY $2,000,000 PRODUCTS - COMP/OP AGG X JECT OTHER: COMBINED SINGLE LIMIT AUTOMOBILE LIABILITY (Ea accident) ANY AUTO BODILY INJURY (Per person) ALL OWNEDSCHEDULED BODILY INJURY (Per accident) AUTOSAUTOS HIREDNON-OWNEDPROPERTY DAMAGE AUTOSAUTOS(Per accident) OCCUR EACH OCCURRENCE UMBRELLA LIAB CLAIMS- EXCESS LIAB AGGREGATE MADE DED RETENTION$ WORKERS COMPENSATIONPEROTH- AND EMPLOYERS' LIABILITYSTATUTEER ANY Y/N E.L. EACH ACCIDENT PROPRIETOR/PARTNER/EXECUTIVE N/ A E.L. DISEASE -EA EMPLOYEE OFFICER/MEMBER EXCLUDED? (Mandatory in NH) E.L. DISEASE - POLICY LIMIT If yes, describe under DESCRIPTION OF OPERATIONS below Data Breach - Defense & Liab A57 SBM BM6V2B12/16/202512/16/2026Limit$50,000 Covg DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES(ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Those usual to the Insured's Operations. Please see Additional Remarks Schedule Acord 101 Form Attached CERTIFICATE HOLDERCANCELLATION SHOULDANYOFTHEABOVEDESCRIBEDPOLICIESBECANCELLED City of Santa Ana BEFORETHEEXPIRATIONDATETHEREOF,NOTICEWILLBEDELIVERED Attention: City Managers Office IN ACCORDANCE WITH THE POLICY PROVISIONS. 20 CIVIC CENTER PLZ # M 31 AUTHORIZED REPRESENTATIVE SANTA ANA CA 92701 © 1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25 (2016/03)The ACORD name and logo are registered marks of ACORD CzMvjtbObkfsbbu9;64qn-Gfc35-3137 AGENCY CUSTOMER ID: LOC# : ADDITIONAL REMARKS SCHEDULE 22 Pageof AGENCYNAMED INSURED RICO PFITZER PIRES & ASSOCS INSG2 ADVISORY GROUP, LLC POLICY NUMBER 852 AVENIDA RICARDO APT 130 SAN MARCOS CA 92069 SEE ACORD 25 CARRIERNAIC CODE SEE ACORD 25 EFFECTIVE DATE:SEE ACORD 25 ADDITIONAL REMARKS THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM ACORD 25CERTIFICATE OF LIABILITY INSURANCE FORM NUMBER:FORM TITLE: City of Santa Ana, its City Council, officers, officials, employees, agents, and volunteers are named as additional insureds, but only as required by a valid written contract, agreement, or permit is an additional insured as provided by Blanket Additional Insured By Contract Endorsement, Form SL 30 32 attached to this policy. Coverage is primary and noncontributory per the Business Liability Coverage Form SL 00 00, attached to this policy. Waiver of Subrogation applies in favor of the Certificate Holder per the Business Liability Coverage Form SL 00 00, attached to this policy. ACORD 101 (2014/01)© 2014 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD