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HomeMy WebLinkAboutSpicer Consulting Group PSA Special Tax Administration Services 07-01-2024Spicer Consulting Group PSA Special Tax Administration Services 07-01-2024 Page 1 AGREEMENT FOR PROFESSIONAL SERVICES Spicer Consulting Group, LLC. Special Tax Administration Services This Agreement for Professional Services (the “Agreement”) is made and entered into as of July 1, 2024, by and between the City of Lake Elsinore, a municipal corporation (‘‘City") and Spicer Consulting Group, LLC., a limited liability corporation ("Consultant"). RECITALS A. The City has determined that it requires the following professional services: For all administration support services for special financing districts, including the City of Lake Elsinore’s Community Facilities Districts (CFDs), Assessment District (AD), Landscaping and Lighting Maintenance Districts (LLMDs), CSA 152, Weed Abatement, and Nuisance Abatement to include handling public inquiries for all districts. B. Consultant has submitted to City a proposal, dated April 16, 2024, attached hereto as Exhibit A (“Consultant’s Proposal”) and incorporated herein, to provide professional services to City pursuant to the terms of this Agreement. C. Consultant possesses the skill, experience, ability, background, certification and knowledge to perform the services described in this Agreement on the terms and conditions described herein. D. City desires to retain Consultant to perform the services as provided herein and Consultant desires to provide such professional services as set forth in this Agreement. AGREEMENT 1. Scope of Services. Consultant shall perform the services described in Consultant’s Proposal (Exhibit A). Consultant shall provide such services at the time, place, and in the manner specified in Consultant’s Proposal, subject to the direction of the City through its staff that it may provide from time to time. 2. Time of Performance. a. Time of Essence. Time is of the essence in the performance of this Agreement. The time for completion of the professional services to be performed by Consultant is an essential condition of this Agreement. Consultant shall prosecute regularly and diligently the professional services contemplated pursuant to this Agreement according to the agreed upon performance schedule in Consultant’s Proposal (Exhibit A). b. Performance Schedule. Consultant shall commence the services pursuant to this Agreement upon receipt of a written notice to proceed and shall perform all services within the time period(s) established in the Consultant’s Proposal (Exhibit A). When requested by Consultant, extensions to the time period(s) specified may be approved in writing by the City Manager. DocuSign Envelope ID: 57D816F3-A2CB-4EA8-A494-FDE9B014A777 Page 2 c. Term. Unless earlier terminated as provided elsewhere in this Agreement, this Agreement shall continue in full force and effect for a period commencing on July 1, 2024 and ending June 30, 2027. The City may, at its sole discretion, extend the term of this Agreement on a 12-month basis not to exceed 2 additional twelve (12) month renewal terms by giving written notice thereof to Consultant not less than thirty (30) days before the end of the contract term, such notice to be exercised by the City Manager. 3. Compensation. Compensation to be paid to Consultant shall be in accordance with the fees set forth in Consultant's Proposal (Exhibit A), which is attached hereto and incorporated herein by reference. In no event shall Consultant's annual compensation exceed Six Hundred Fifty-Six Thousand One Hundred Ninety-Four dollars and 30 cents ($656,194.30) without additional written authorization from the City. Notwithstanding any provision of Consultant's Proposal to the contrary, out of pocket expenses set forth in Exhibit A shall be reimbursed at cost without an inflator or administrative charge. Payment by City under this Agreement shall not be deemed a waiver of defects, even if such defects were known to the City at the time of payment. 4. Method of Payment. Consultant shall promptly submit billings to the City describing the services and related work performed during the preceding month to the extent that such services and related work were performed. Consultant’s bills shall be segregated by project task, if applicable, such that the City receives a separate accounting for work done on each individual task for which Consultant provides services. Consultant’s bills shall include a brief description of the services performed, the date the services were performed, the number of hours spent and by whom, and a description of any reimbursable expenditures. City shall pay Consultant no later than forty-five (45) days after receipt of the monthly invoice by City staff. 5. Background Checks. At any time during the term of this Agreement, the City reserves the right to make an independent investigation into the background of Consultant’s personnel who perform work required by this Agreement, including but not limited to their references, character, address history, past employment, education, social security number validation, and criminal or police records, for the purpose of confirming that such personnel are lawfully employed, qualified to provide the subject service or pose a risk to the safety of persons or property in and around the vicinity of where the services will be rendered or City Hall. If the City makes a reasonable determination that any of Consultant’s prospective or then current personnel is deemed objectionable, then the City may notify Consultant of the same. Consultant shall not use that personnel to perform work required by this Agreement, and if necessary, shall replace him or her with a suitable worker. 6. Suspension or Termination. a. The City may at any time, for any reason, with or without cause, suspend or terminate this Agreement, or any portion hereof, by serving upon the Consultant at least ten 10) days prior written notice. Upon receipt of such notice, the Consultant shall immediately cease all work under this Agreement, unless the notice provides otherwise. If the City suspends or terminates a portion of this Agreement such suspension or termination shall not make void or invalidate the remainder of this Agreement. b. In the event this Agreement is terminated pursuant to this Section, the City shall pay to Consultant the actual value of the work performed up to the time of termination, provided that the work performed is of value to the City. Upon termination of the Agreement DocuSign Envelope ID: 57D816F3-A2CB-4EA8-A494-FDE9B014A777 Page 3 pursuant to this Section, the Consultant will submit an invoice to the City, pursuant to Section entitled “Method of Payment” herein. 7. Plans, Studies, Documents. a. Ownership of Documents. All plans, studies, documents and other writings prepared by and for Consultant, its officers, employees and agents and subcontractors in the course of implementing this Agreement, except working notepad internal documents, shall become the property of the City upon payment to Consultant for such work, and the City shall have the sole right to use such materials in its discretion without further compensation to Consultant or to any other party. Consultant shall, at Consultant’s expense, provide such reports, plans, studies, documents and other writings to City upon written request. City shall have sole determination of the public’s rights to documents under the Public Records Act, and any third- party requests of Consultant shall be immediately referred to City, without any other actions by Consultant. b. Licensing of Intellectual Property. This Agreement creates a nonexclusive 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 that all subcontractors agree in writing that City is granted a nonexclusive 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 prepared by design professionals other than Consultant or provided to Consultant by the City. City shall not be limited in any way in its use of the Documents & Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City’s sole risk. c. Confidentiality. All ideas, memoranda, specifications, plans, procedures, drawings, descriptions, computer program data, input record data, written information, and other Documents & Data either created by or provided to Consultant in connection with the performance of this Agreement shall be held confidential by Consultant. Such materials shall not, without the prior written consent of City, be used by Consultant for any purposes other than the performance of the services under this Agreement. Nor shall such materials be disclosed to any person or entity not connected with the performance of the services under this Agreement. Nothing furnished to Consultant which is otherwise known to Consultant or is generally known, or has become known, to the related industry shall be deemed confidential. Consultant shall not use City’s name or insignia, photographs relating to project for which Consultant’s services are rendered, or any publicity pertaining to the Consultant’s services under this Agreement in any magazine, trade paper, newspaper, television or radio production or other similar medium without the prior written consent of City. 8. Consultant’s Books and Records. a. Consultant shall maintain any and all ledgers, books of account, invoices, vouchers, canceled checks, and other records or documents evidencing or relating to charges for services, or expenditures and disbursements charged to City for a minimum period of three (3) DocuSign Envelope ID: 57D816F3-A2CB-4EA8-A494-FDE9B014A777 Page 4 years, or for any longer period required by law, from the date of final payment to Consultant to this Agreement. b. Consultant shall maintain all documents and records which demonstrate performance under this Agreement for a minimum period of three (3) years, or for any longer period required by law, from the date of termination or completion of this Agreement. c. Any records or documents required to be maintained pursuant to this Agreement shall be made available for inspection or audit, at any time during regular business hours, upon written request by the City Manager, City Attorney, City Auditor or a designated representative of these officers. Copies of such documents shall be provided to the City for inspection at City Hall when it is practical to do so. Otherwise, unless an alternative is mutually agreed upon, the records shall be available at Consultant’s address indicated for receipt of notices in this Agreement. d. Where City has reason to believe that such records or documents may be lost or discarded due to dissolution, disbandment or termination of Consultant’s business, City may, by written request by any of the above-named officers, require that custody of the records be given to the City and that the records and documents be maintained in City Hall. Access to such records and documents shall be granted to any party authorized by Consultant, Consultant’s representatives, or Consultant’s successor-in-interest. 9. Independent Contractor. a. Consultant is and shall at all times remain as to the City a wholly independent contractor pursuant to California Labor Code Section 3353. The personnel performing the services under this Agreement on behalf of Consultant shall at all times be under Consultant’s exclusive direction and control. Neither City nor any of its officers, employees, or agents shall have control over the conduct of Consultant or any of Consultant’s officers, employees, or agents, except as set forth in this Agreement. Consultant shall not at any time or in any manner represent that it or any of its officers, employees, or agents are in any manner officers, employees, or agents of the City. Consultant shall not incur or have the power to incur any debt, obligation, or liability whatsoever against City, or bind City in any manner. b. Notwithstanding any other federal, state and local laws, codes, ordinances and regulations to the contrary and except for the fees paid to Consultant as provided in the Agreement, Consultant and any of its employees, agents, and subcontractors providing service under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any claims to, any compensation, benefit, or any incident of employment by City, including but not limited to eligibility to enroll in PERS as an employee of City and entitlement to any contribution to be paid by City for employer contribution and/or employee contributions for PERS benefits. 10. PERS Eligibility Indemnification. In the event that Consultant or any employee, agent, or subcontractor of Consultant providing services under this Agreement claims or is determined by a court of competent jurisdiction or the California Public Employees Retirement System (PERS) to be eligible for enrollment in PERS as an employee of the City, Consultant shall indemnify, defend, and hold harmless City for the payment of any employee and/or employer contributions for PERS benefits on behalf of Consultant or its employees, agents, or subcontractors, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of City. DocuSign Envelope ID: 57D816F3-A2CB-4EA8-A494-FDE9B014A777 Page 5 11. Interests of Consultant. Consultant (including principals, associates and professional employees) covenants and represents that it does not now have any investment or interest in real property and shall not acquire any interest, direct or indirect, in the area covered by this Agreement or any other source of income, interest in real property or investment which would be affected in any manner or degree by the performance of Consultant’s services hereunder. Consultant further covenants and represents that in the performance of its duties hereunder no person having any such interest shall perform any services under this Agreement. Consultant is not a designated employee within the meaning of the Political Reform Act because Consultant: a. will conduct research and arrive at conclusions with respect to his/her rendition of information, advice, recommendation or counsel independent of the control and direction of the City or of any City official, other than normal agreement monitoring; and b. possesses no authority with respect to any City decision beyond rendition of information, advice, recommendation or counsel. (FPPC Reg. 18700(a)(2).) 12. Professional Ability of Consultant. City has relied upon the professional training and ability of Consultant to perform the services hereunder as a material inducement to enter into this Agreement. Consultant shall therefore provide properly skilled professional and technical personnel to perform all services under this Agreement. All work performed by Consultant under this Agreement shall be in accordance with applicable legal requirements and shall meet the standard of quality ordinarily to be expected of competent professionals in Consultant’s field of expertise. 13. Compliance with Laws. a. Consultant shall comply with all local, state and federal laws and regulations applicable to the services required hereunder, including any rule, regulation or bylaw governing the conduct or performance of Consultant and/or its employees, officers, or board members. b. Consultant represents that it has obtained and will maintain at all times during the term of this Agreement all professional and/or business licenses, certifications and/or permits necessary for performing the services described in this Agreement, including a City business license. 14. Licenses. Consultant represents and warrants to City that it has the licenses, permits, qualifications, insurance and approvals of whatsoever nature which are legally required of Consultant to practice its profession. Consultant represents and warrants to City that Consultant shall, at its sole cost and expense, keep in effect or obtain at all times during the term of this Agreement, any licenses, permits, insurance and approvals which are legally required of Consultant to practice its profession. Consultant shall maintain a City of Lake Elsinore business license. 15. Indemnity. Consultant shall indemnify, defend, and hold harmless the City and its officials, officers, employees, agents, and volunteers from and against any and all losses, liability, claims, suits, actions, damages, and causes of action arising out of any personal injury, bodily injury, loss of life, or damage to property, or any violation of any federal, state, or municipal law or ordinance, to the extent caused, in whole or in part, by the willful misconduct or negligent acts DocuSign Envelope ID: 57D816F3-A2CB-4EA8-A494-FDE9B014A777 Page 6 or omissions of Consultant or its employees, subcontractors, or agents, by acts for which they could be held strictly liable, or by the quality or character of their work. The foregoing obligation of Consultant shall not apply when (1) the injury, loss of life, damage to property, or violation of law arises from the sole negligence or willful misconduct of the City or its officers, employees, agents, or volunteers and (2) the actions of Consultant or its employees, subcontractor, or agents have contributed in no part to the injury, loss of life, damage to property, or violation of law. It is understood that the duty of Consultant to indemnify and hold harmless includes the duty to defend as set forth in Section 2778 of the California Civil Code. Acceptance by City of insurance certificates and endorsements required under this Agreement does not relieve Consultant from liability under this indemnification and hold harmless clause. This indemnification and hold harmless clause shall apply to any damages or claims for damages whether or not such insurance policies shall have been determined to apply. By execution of this Agreement, Consultant acknowledges and agrees to the provisions of this Section and that it is a material element of consideration. 16. Insurance Requirements. a. Insurance. Consultant, at Consultant’s own cost and expense, shall procure and maintain, for the duration of the contract, unless modified by the City’s Risk Manager, the following insurance policies. i. Workers’ Compensation Coverage. Consultant shall maintain Workers’ Compensation Insurance and Employer’s Liability Insurance for his/her employees in accordance with the laws of the State of California. In addition, Consultant shall require each subcontractor to similarly maintain Workers’ Compensation Insurance and Employer’s Liability Insurance in accordance with the laws of the State of California for all of the subcontractor’s employees. Any notice of cancellation or non-renewal of all Workers’ Compensation policies must be received by the City at least thirty (30) days prior to such change. The insurer shall agree to waive all rights of subrogation against City, its officers, agents, employees and volunteers for losses arising from work performed by Consultant for City. In the event that Consultant is exempt from Worker’s Compensation Insurance and Employer’s Liability Insurance for his/her employees in accordance with the laws of the State of California, Consultant shall submit to the City a Certificate of Exemption from Workers Compensation Insurance in a form approved by the City Attorney. ii. General Liability Coverage. Consultant shall maintain commercial general liability insurance in an amount not less than one million dollars ($1,000,000) per occurrence for bodily injury, personal injury and property damage. If a commercial general liability insurance form or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to the work to be performed under this Agreement or the general aggregate limit shall be at least twice the required occurrence limit. Required commercial general liability coverage shall be at least as broad as Insurance Services Office Commercial General Liability occurrence form CG 0001 (ed. 11/88) or Insurance Services Office form number GL 0002 (ed. 1/73) covering comprehensive General Liability and Insurance Services Office form number GL 0404 covering Broad Form Comprehensive General Liability. No endorsement may be attached limiting the coverage. DocuSign Envelope ID: 57D816F3-A2CB-4EA8-A494-FDE9B014A777 Page 7 iii. Automobile Liability Coverage. Consultant shall maintain automobile liability insurance covering bodily injury and property damage for all activities of the Consultant arising out of or in connection with the work to be performed under this Agreement, including coverage for owned, hired and non-owned vehicles, in an amount of not less than one million dollars ($1,000,000) combined single limit for each occurrence. Automobile liability coverage must be at least as broad as Insurance Services Office Automobile Liability form CA 0001 (ed. 12/90) Code 1 (“any auto”). No endorsement may be attached limiting the coverage. iv. Professional Liability Coverage. Consultant shall maintain professional errors and omissions liability insurance appropriate for Consultant’s profession for protection against claims alleging negligent acts, errors or omissions which may arise from Consultant’s services under this Agreement, whether such services are provided by the Consultant or by its employees, subcontractors, or sub consultants. The amount of this insurance shall not be less than one million dollars ($1,000,000) on a claims-made annual aggregate basis, or a combined single limit per occurrence basis. b. Endorsements. Each general liability and automobile liability insurance policy shall be with insurers possessing a Best’s rating of no less than A:VII and shall be endorsed with the following specific language: i. Notwithstanding any inconsistent statement in any required insurance policies or any subsequent endorsements attached thereto, the protection offered by all policies, except for Workers’ Compensation, shall bear an endorsement whereby it is provided that, the City and its officers, employees, servants, volunteers and agents and independent contractors, including without limitation, the City Manager and City Attorney, are named as additional insureds. Additional insureds shall be entitled to the full benefit of all insurance policies in the same manner and to the same extent as any other insureds and there shall be no limitation to the benefits conferred upon them other than policy limits to coverages. ii. This policy shall be considered primary insurance as respects the City, its elected or appointed officers, officials, employees, agents and volunteers. Any insurance maintained by the City, including any self-insured retention the City may have, shall be considered excess insurance only and shall not contribute with it. iii. This insurance shall act for each insured and additional insured as though a separate policy had been written for each, except with respect to the limits of liability of the insuring company. iv. The insurer waives all rights of subrogation against the City, its elected or appointed officers, officials, employees or agents. v. Any failure to comply with reporting provisions of the policies shall not affect coverage provided to the City, its elected or appointed officers, officials, employees, agents or volunteers. vi. The insurance provided by this Policy shall not be suspended, voided, canceled, or reduced in coverage or in limits except after thirty (30) days written notice has been received by the City. DocuSign Envelope ID: 57D816F3-A2CB-4EA8-A494-FDE9B014A777 Page 8 c. Deductibles and Self-Insured Retentions. Any deductibles or self-insured retentions must be declared to and approved by the City. At the City’s option, Consultant shall demonstrate financial capability for payment of such deductibles or self-insured retentions. d. Certificates of Insurance. Consultant shall provide certificates of insurance with original endorsements to City as evidence of the insurance coverage required herein. Certificates of such insurance shall be filed with the City on or before commencement of performance of this Agreement. Current certification of insurance shall be kept on file with the City at all times during the term of this Agreement. 17. Notices. Any notice required to be given under this Agreement shall be in writing and either served personally or sent prepaid, first class mail. Any such notice shall be addressed to the other party at the address set forth below. Notice shall be deemed communicated within 48 hours from the time of mailing if mailed as provided in this section. If to City: City of Lake Elsinore Attn: City Manager 130 South Main Street Lake Elsinore, CA 92530 With a copy to: City of Lake Elsinore Attn: City Clerk 130 South Main Street Lake Elsinore, CA 92530 If to Consultant: Spicer Consulting Group, LLC. Attn: Shane Spicer 41619 Margarita Road, Suite 101 Temecula, CA 92591 18. Assignment and Subcontracting. The parties recognize that a substantial inducement to City for entering into this Agreement is the professional reputation, experience and competence of Consultant and the subcontractors listed in Exhibit B. Consultant shall be fully responsible to City for all acts or omissions of any subcontractors. Assignments of any or all rights, duties or obligations of the Consultant under this Agreement will be permitted only with the express consent of the City. Consultant shall not subcontract any portion of the work to be performed under this Agreement except as provided in Exhibit B without the written authorization of the City. If City consents to such subcontract, Consultant shall be fully responsible to City for all acts or omissions of those subcontractors. Nothing in this Agreement shall create any contractual relationship between City and any subcontractor nor shall it create any obligation on the part of the City to pay or to see to the payment of any monies due to any such subcontractor other than as otherwise is required by law. 19. Waiver. Waiver of a breach or default under this Agreement shall not constitute a continuing waiver of a subsequent breach of the same or any other provision under this Agreement. 20. Litigation Expenses and Attorneys’ Fees. If either party to this Agreement commences any legal action against the other party arising out of this Agreement, the prevailing party shall be entitled to recover its reasonable litigation expenses, including court costs, expert witness fees, discovery expenses, and attorneys’ fees. DocuSign Envelope ID: 57D816F3-A2CB-4EA8-A494-FDE9B014A777 Page 9 21. Mediation. The parties agree to make a good faith attempt to resolve any disputes arising out of this Agreement through mediation prior to commencing litigation. The parties shall mutually agree upon the mediator and share the costs of mediation equally. If the parties are unable to agree upon a mediator, the dispute shall be submitted to JAMS or its successor in interest. JAMS shall provide the parties with the names of five qualified mediators. Each party shall have the option to strike two of the five mediators selected by JAMS and thereafter the mediator remaining shall hear the dispute. If the dispute remains unresolved after mediation, either party may commence litigation. 22. Prohibited Interests. Consultant maintains and warrants that it has not employed nor retained any company or person, other than a bona fide employee working solely for Consultant, to solicit or secure this Agreement. Further, Consultant warrants that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, City shall have the right to rescind this Agreement without liability. For the term of this Agreement, no member, officer or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom. 23. Equal Opportunity Employment. Consultant represents that it is an equal opportunity employer and it shall not discriminate against any subcontractor, employee or applicant for employment because of race, religion, color, national origin, handicap, ancestry, sex or age. Such non-discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination. 24. 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. Consultant agrees to fully comply with all applicable federal and state labor laws (including, without limitation, if applicable, the Prevailing Wage Laws). It is agreed by the parties that, in connection with the Work or Services provided pursuant to this Agreement, Consultant shall bear all risks of payment or non-payment of prevailing wages under California law, and Consultant hereby agrees to defend, indemnify, and hold the City, and its officials, officers, employees, agents, and volunteers, free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws. The foregoing indemnity shall survive termination of this Agreement. 25. Severability. If any term or portion of this Agreement is held to be invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions of this Agreement shall continue in full force and effect. 26. Controlling Law Venue. This Agreement and all matters relating to it shall be governed by the laws of the State of California and any action brought relating to this Agreement shall be held exclusively in a state court in the County of Riverside. 27. Authority to Enter Agreement. Consultant has all requisite power and authority to conduct its business and to execute, deliver, and perform the Agreement. Each party warrants that the individuals who have signed this Agreement have the legal power, right, and authority to DocuSign Envelope ID: 57D816F3-A2CB-4EA8-A494-FDE9B014A777 Page 10 make this Agreement and to bind each respective party. The City Manager is authorized to enter into an amendment or otherwise take action on behalf of the City to make the following modifications to the Agreement: (a) a name change; (b) grant extensions of time; (c) non- monetary changes in the scope of services; and/or (d) suspend or terminate the Agreement. 28. Counterparts. This Agreement may be executed in several counterparts, each of which shall constitute one and the same instrument and shall become binding upon the parties when at least one copy hereof shall have been signed by both parties hereto. In approving this Agreement, it shall not be necessary to produce or account for more than one such counterpart. 29. Entire Agreement; Incorporation; Conflict. This Agreement contains the entire understanding between the parties relating to the obligations described herein. All prior or contemporaneous understandings, agreements, representations and statements, oral or written, are superseded in total by this Agreement and shall be of no further force or effect. Consultant’s Proposal is incorporated only for the description of the scope of services and/or the schedule of performance and no other terms and conditions from such proposal shall apply to this Agreement unless specifically agreed to in writing. In the event of conflict, this Agreement shall take precedence over those contained in the Consultant’s Proposal. 30. Amendments. This Agreement may be modified or amended only by a written document executed by both Consultant and City and approved as to form by the City Attorney. Signatures on next page] DocuSign Envelope ID: 57D816F3-A2CB-4EA8-A494-FDE9B014A777 Page 11 IN WITNESS WHEREOF, the parties have caused this Agreement to be executed on the date first written above. CITY” CITY OF LAKE ELSINORE, a municipal corporation City Manager ATTEST: City Clerk APPROVED AS TO FORM: City Attorney Assistant City Manager CONSULTANT” Spicer Consulting Group, LLC., a limited liability corporation By: Shane Spicer Its: Managing Director Attachments: Exhibit A – Consultant’s Proposal DocuSign Envelope ID: 57D816F3-A2CB-4EA8-A494-FDE9B014A777 EXHIBIT A EXHIBIT A CONSULTANT’S PROPOSAL ATTACHED] DocuSign Envelope ID: 57D816F3-A2CB-4EA8-A494-FDE9B014A777 Via Electronic Mail April 16, 2024 Ms. Shannon Buckley Assistant City Manager City of Lake Elsinore 130 South Main Street Lake Elsinore, CA 92530 RE: SCG-Spicer Consulng Group Proposal for Special Tax Administraon Services for FY 2024-25 Dear Ms. Buckley: Thank you for considering Spicer Consulng Group (SCG) to serve the City of Lake Elsinore (City) to provide Special Tax Administra on Services of the City’s Special Districts. SCG is pleased to submit this proposal to provide Special Tax Administra on Services and appreciates the opportunity to connue to partner with the City for these important service. We propose to be compensated a xed fee of $656,194.30 for Fiscal Year 2024-25 as follows for services performed according to the scope of services listed in Aachment A for the below list of Special Districts. The proposed compensaon shall increase following FY 2024-25 annually by 3%. A detailed list of Special Districts is included in Aachment B. Annual Administraon/Annual Levy/Reporng Descripon FY 2024-25 Landscape & Lighng Maintenance Districts Citywide LMD (Zones A thru D) $23,534.67 LMD 1 (Zones 1 thru 25) $23,534.68 Reassessment District No. 2021-1 $23,534.69 Community Facilies Districts – Services – 38 Districts/Zones $103,509.80 Community Facilies Districts – Facilies – 45 Districts $398,637.11 CSA 152 $6,193.34 Weed Abatement $3,090.00 Nuisance Abatement $3,090.00 STAX Applicaon Maintenance $71,070.00 Totals $656,194.30 Annual Administration New CFDs, Annexations, and Services Service Descripon Fee CFD - Facilies Monitoring – No Development $2,500 Pre Bond Issuance - (per Improvement Area) – Some Development $5,000 Bonded - Post Bond Issuance (per Improvement Area/Bond Series) $7,500 CFD 2015-1 Per Annexaon $500 CFD 2015-2 Residenal per Zone (Range - $500 to $1,800 per Zone) Varies Commercial per Zone $500 DocuSign Envelope ID: 57D816F3-A2CB-4EA8-A494-FDE9B014A777 s. Shannon Buckley City of Lake Elsinore Page 2 Consulting Services Services Fee CFD Formaon Services $25,000 Plus: per Improvement Area $5,000 Bond Issuance Services $25,000 CFD 2015-1 Annexaon Services $10,000 CFD 2015-2 Annexaon Services $10,000 For additional services for the services performed related to the projects which are not listed herein, compensation shall be stated upon written request of such services or at the hourly rates set forth. Hourly Rates Title Rate Principal $245 Senior Associate $175 Associate $120 Mapping Technician $110 Administrave Support $85 It is our objecve to provide the City with a high-quality work product while being soluon oriented, and value added. We look forward to working with the City on this excing project and establishing a long-standing relaonship. If you have any quesons regarding our proposal, or if addional informaon is needed, please contact me directly at (951) 520-3331 or email me at shane.spicer@spicercg.com. Sincerely, Spicer Consulting Group Shane Spicer Managing Director DocuSign Envelope ID: 57D816F3-A2CB-4EA8-A494-FDE9B014A777 ATTACHMENT A Scope of Services Assessment District Administraon 1. Calculaon of Special Assessments: SCG will annually calculate and apporon the special assessments for each District in accordance with the Method of Apporonment included in the Engineer’s Report. The annual calculaon will consist of the principal, interest, and administraon costs necessary to sasfy the special assessment requirement. 2. Annual Levy Preparaon and Submial: SCG will determine the Annual Levy requirement for the current Fiscal Year on or before August 10. SCG will calculate and prepare the annual levy for the Districts in a format and media acceptable for direct submission to the Riverside County Auditor-Controller's Office, including the enabling resoluon, prior to the statutory deadline and shall perform adjustments and correcons to the levies on the property tax rolls as necessary. 3. Staffing and Contact Informaon: SCG will provide a toll-free telephone number, of SCG designaon, for inclusion on the regular property tax billing next to the specic line item to facilitate contact with the public, and provide payoff calculaons, if requested. City Staff may also refer property owners, tle companies and other interested pares to that toll-free number in regard to the parcel tax proceedings and annual installments. 4. Annual Levy Report: SCG will prepare any necessary documentaon required for assessments of the special assessment to be submied to the County for enrollment. SCG will also provide the City with a Levy Report for the annual assessment enrollments for the Districts. These reports will provide the City a full lisng of the parcels levied for each District including informaon relevant to the calculaon of the assessment. 5. Reapporonments (Reimbursable by the property owner) SCG will, in a mely manner and pursuant to the applicable statutory provisions, prepare assessment apporonments, which shall include: i. preparaon of amended assessment diagrams; ii. apporoning the assessment to divided parcels; iii. preparaon and delivery of the required noce to the original bond purchaser(s); iv. recordaon of required noce and amended assessment diagrams, v. prepara on (if necessary) of required disclosure document, as required by the Department of Real Estate (RE624 Forms). Services related to apporonments shall be at the expense of the affected property. 6. Provide City Staff Support: SCG will support City staff in researching current and historical tax roll informaon, ownership, and provide payoff calculaons per the Engineer’s Report for the Assessment Districts. 7. Annual Connuing Disclosure: SCG will prepare Annual Connuing Disclosure Reports that meet the guidelines of the Connuing Disclosure requirements for each District as stated by the connuing disclosure cercate under SEC Rule 10b-5and 15c2-12. SCG will provide this report to the City for review and approval. Upon approval SCG will disseminate the reports as the disseminaon agent with the Municipal Securies Rule Making Board (MSRB) using Electronic Municipal Market Access (EMMA) and to any other party directed by the applicable connuing disclosure agreement. 8. Disclosure for Prospecve Property Purchases: SCG will assist City staff with providing the proper disclosure of Assessment informaon for prospecve property purchases as required by Secons 53340.2 (b) and 53341.5 of the State of California Government Code. DocuSign Envelope ID: 57D816F3-A2CB-4EA8-A494-FDE9B014A777 ATTACHMENT A 9. Release of Lien: SCG will prepare the Release of Lien, required by Revenue and Taxaon Code 163, upon conrmaon a prepayment has been made by the property owner. SCG will record the release within ve (5) days of receiving the signed release and provide a copy to the City. 10. Bond Call: SCG will perform an analysis to determine the par amount of the bonds to be called, to calculate any applicable premium, and to determine which maturies to call from and prepare a revised debt service schedule. SCG will coordinate the bond call with the Fiscal Agent/Trustee to ensure that bonds are called per the redempon provisions of the bond issue. 11. Delinquency Monitoring: SCG will provide delinquency management services to the City regarding their Districts. SCG will monitor delinquencies as required for the Annual Connuing Disclosure agreement and provide delinquency reporng, prepare nocaons to property owners, coordinate with the City and Foreclosure Counsel, assist in the collecon process, and help monitor any payment plans. 12. Data Collecon: SCG will obtain the latest assessor’s parcel maps and equalized tax roll informaon from the Riverside County Assessor’s Office, for the parcels within the Districts. The database will include nal tract and/or parcel map recordaon informaon, building permits, and the appropriate building and parcel informaon, as well as cercate of compliance informaon for properes within each District. 13. Budget Review: SCG will review each District budget provided by the City and coordinate with City staff to assist with accurate cost-recovery accounng, incorporang the actual maintenance costs into the District budget to achieve maximum cost-to-benet equity. 14. Viewable Database: SCG will obtain the latest Geographic Informaon System (GIS) shape les to be used for the calculaon of the annual district assessments and make readily viewable using a KML le accessible and searchable, including APN and street address, using Google Earth. 15. Annual Enrollment Correspondence: SCG will prepare all Proposion 218 compliance forms for each fund number ulized by the City for the Auditor-Controller’s Office, as well as any summary statements and authorized signature forms. SCG will idenfy and discuss with City staff any legislaon impacts and changes made to the documents. 16. Resubmials and Adjusted Property Tax Bills: If any changes to the secured tax roll necessitate correcons/revisions aer the deadline, SCG will research, recalculate and, with the City approval, reces the issue. We will nofy the City of the assessor’s parcel numbers that were rejected by the County and therefore may not be assessed. 17. Handbills: SCG will prepare and mail hand bills for those parcels the County does not generate a tax bill. The handbills would include the City leerhead, invoices with two (2) installments, and would be payable directly to the City. 18. California Debt and Investment Advisory Commission (CDIAC): SCG will prepare all reports for the City’s approval of any State and/or Federal reporng requirements pertaining to each District including the California Debt and Investment Advisory Commission (CDIAC), if applicable. 19. AB 2109: SCG will prepare all reports for the City’s approval of any State and/or Federal reporng requirements including the Assembly Bill 2109, if applicable. 20. SB 165 Reporng: SCG will provide all materials to assist the City in preparing reports for the legislaon that was approved in 2001 requiring addional reporng requirements outlined in Secon 53411 of the Government Code (a) and (b). 21. Indenture Compliance: SCG will periodically review and monitor the City’s compliance with the Indenture of Trust or Fiscal Agent Agreement as it relates to the ow of the special taxes. This will be DocuSign Envelope ID: 57D816F3-A2CB-4EA8-A494-FDE9B014A777 ATTACHMENT A incorporated in the annual budget review process. Community Facilies District Administraon 1. Debt Service Component: SCG will coordinate with the City’s scal agent to review debt service schedules and determine the amount needed to pay principal and interest on the outstanding bonds. We independently maintain a debt service schedule for each bonded District as quality assurance and verify the appropriate debt service amounts are idened. 2. Calculaon of Special Taxes: SCG will annually calculate and apporon the special taxes for each District in accordance with the Rate and Method of Apporonment (RMA) of the Special Tax. The annual calculaon will consist of assigning the special tax classes to each parcel within the District per the RMA and determine the special tax amount that will sasfy the special tax requirement. 3. Annual Levy Preparaon and Submial: SCG will determine the Annual Levy requirement for the current Fiscal Year on or before August 10. SCG will calculate and prepare the annual levy for the Districts in a format and media acceptable for direct submission to the Riverside County Auditor-Controller's Office, including the enabling resoluon, prior to the statutory deadline and shall perform adjustments and correcons to the levies on the property tax rolls as necessary. 4. Staffing and Contact Informaon: SCG will provide a toll-free telephone number, of SCG designaon, for inclusion on the regular property tax billing next to the specic line item to facilitate contact with the public, and provide payoff calculaons, if requested. City Staff may also refer property owners, tle companies and other interested pares to that toll-free number in regards to the special tax proceedings and annual installments. 5. Annual Levy Report: SCG will prepare any necessary documentaon required for assessments of the special tax to be submied to the County for enrollment. SCG will also provide the City with a Levy Report for the tax enrollments for the Districts. These reports will provide the City a full lisng of the parcels levied for each District including informaon relevant to the calculaon of the assessment for the City’s approval. 6. Disclosure for Prospecve Property Purchases: SCG will assist City staff with providing the proper disclosure of Assessment informaon for prospecve property purchases as required by Secons 53340.2 (b) and 53341.5 of the State of California Government Code. 7. Annual Connuing Disclosure: SCG will prepare Annual Connuing Disclosure Reports that meet the guidelines of the Connuing Disclosure requirements for each District as stated by the connuing disclosure cercate under SEC Rule 10b-5and 15c2-12. SCG will provide this report to the City for review and approval. Upon approval SCG will disseminate the reports with the Municipal Securies Rule Making Board (MSRB) using Electronic Municipal Market Access (EMMA) and to any other party directed by the applicable connuing disclosure agreement. 8. Bond Call: SCG will perform an analysis to determine the par amount of the bonds to be called, to calculate any applicable premium, and to determine which maturies to call from and prepare a revised debt service schedule. SCG will coordinate the bond call with the Fiscal Agent/Trustee to ensure that bonds are called per the redempon provisions of the bond issue. 9. Release of Lien: SCG will prepare the Release of Lien, required by Revenue and Taxaon Code 163, upon conrmaon a prepayment has been made by the property owner. SCG will record the release within ve (5) days of receiving the signed release and provide a copy to the City. 10. Delinquency Monitoring: SCG will provide delinquency management services to the City regarding their Districts. SCG will monitor delinquencies as required for the Annual Connuing Disclosure DocuSign Envelope ID: 57D816F3-A2CB-4EA8-A494-FDE9B014A777 ATTACHMENT A agreement and provide delinquency reporng, prepare nocaons to property owners, coordinate with the City and Foreclosure Counsel, assist in the collecon process, and help monitor any payment plans. 11. Foreclosure Coordinaon (Bonded Districts Only): SCG will assist in preparing documents submied by the City requesng authorizaon of foreclosure acon. This includes preparaon and recordaon of the Noce of Intent to Commence Foreclosure, preparaon of Exhibits for the Resoluon commencing foreclosure, and coordinaon of the removal of the assessments approved for foreclosure from the tax roll. SCG will provide delinquent amounts (including penalty and interest at the me the foreclosure is transferred) to City staff. 12. Bond Rang Agencies: SCG will assist City staff in providing informaon to bond rang agencies when needed. 13. Current and Future CFD Laws: SCG is well versed in all case laws approved affecng assessment and special tax districts. We connue to aend educaonal seminars and conferences and discuss these issues with other industry professionals on an annual basis. SCG will provide City Staff with periodic updates as new case law is approved and keep the City in compliance with all statutory and regulatory laws related to the City’s special nance districts. 14. Noce of Special Tax: SCG will provide and record a Noce of Special Tax Disclosure as required by California Government Code Secons 53340.2(b) and 53341.5. 15. SB 165 Reporng: SCG will provide all materials to assist the City in preparing reports for the legislaon that was approved in 2001 requiring addional reporng requirements outlined in Secon 53411 of the Government Code (a) and (b). 16. AB 2109: SCG will prepare all reports for the City’s approval of any State and/or Federal reporng requirements including the Assembly Bill 2109, if applicable. 17. California Debt and Investment Advisory Commission (CDIAC): SCG will prepare all reports for the City’s approval of any State and/or Federal reporng requirements pertaining to each District including the California Debt and Investment Advisory Commission (CDIAC), if applicable. 18. Annual Reporng AB 1666: SCG will provide an Annual Report (AB 1666) to the City which will include idencaon of the Community Facilies District (CFD) administrave cost items eligible for the recovery by the public agency, review of fund balances and any surplus/decit funds, debt service requirements, delinquency reporng, and a cover leer providing any related recommendaons or issues. The report will include a series of schedules, including a District summary that will be useful for City staff to reference. 19. Meengs: SCG will aend City Meengs, Public Hearings, and/or staff meengs annually as determined by the City for the annual enrollment. We will aend addional hearings and public meengs as required by the appropriate improvement act(s) fully prepared to present all necessary tesmony and to respond to all public comments. 20. Data Collecon: SCG has the latest assessor’s parcel maps and equalized tax roll informaon from the Riverside County Assessor’s Office, including Geographic Informaon System (GIS) shape les for the parcels within the Districts. The database will include nal tract and/or parcel map recordaon informaon, building permits, and the appropriate building and parcel informaon, as well as cercate of compliance informaon for properes within each District to be used for the calculaon of the annual district assessments and made readily viewable using a KML le accessible and searchable, including APN and street address, using Google Earth. DocuSign Envelope ID: 57D816F3-A2CB-4EA8-A494-FDE9B014A777 ATTACHMENT A 21. Budget Review: SCG will review each District budget provided by the City and coordinate with City staff to assist with accurate cost-recovery accounng, incorporang the actual maintenance costs into the District budget to achieve maximum cost-to-benet equity. 22. Annual Enrollment Correspondence: SCG will prepare all Proposion 218 compliance forms for each fund number ulized by the City for the Auditor-Controller’s Office, as well as any summary statements and authorized signature forms. SCG will idenfy and discuss with City staff any legislaon impacts and changes made to the documents. 23. Resubmials and Adjusted Property Tax Bills: If any changes to the secured tax roll necessitate correcons/revisions aer the deadline, SCG will research, recalculate and, with the City approval, recfy the issue. We will nofy the City of the assessor’s parcel numbers that were rejected by the County and therefore may not be assessed. 24. Handbills: SCG will prepare and mail hand bills for those parcels the County does not generate a tax bill. The hand bills would include the City leerhead, invoices with two (2) installments, and would be payable to the directly to the City. 25. Prepayment Calculaon: SCG will calculate the special tax prepayment amount for a parcel(s) and provide any addional informaon as requested related thereto. The party requesng the calculaon shall pay the fee of any prepayment calculaon. 26. Indenture Compliance: SCG will periodically review and monitor the City’s compliance with the Indenture of Trust or Fiscal Agent Agreement as it relates to the ow of the special taxes. This will be incorporated in the annual budget review process. Landscape and Lighng Maintenance District Administraon 1. Services Coordinaon: SCG will schedule an annual kick-off meeng with the City staff to conrm the schedule of events for the administraon and to determine the procedural and nancial consideraons including; reviewing budgets, discuss the appropriate land use classicaons and discuss and idenfy the boundaries. SCG will work with the City to collect and review parcel data to the City’s Landscape and Lighng Maintenance Districts (LLMD’s). 2. Data Collecon: SCG has the latest assessor’s parcel maps and equalized tax roll informaon from the Riverside County Assessor’s Office, including Geographic Informaon System (GIS) shape les for the parcels within the Districts. The database will be used for the calculaon of the annual district assessments and made readily viewable using a KML le accessible and searchable, including APN and street address, using Google Earth. 3. Engineer’s Report Preparaon: SCG will prepare secons and/or complete preliminary and nal annual Engineer’s Report pursuant to Landscaping and Lighng Act of 1972 and the provisions of California Arcle XIIID (Proposion 218). These reports will include the following required items: i) a general descripon of the District, which may include key historical facts, zone designaons and discussion of the District benets; ii) a descripon of the plans and improvement specicaons; iii) descripon of the method of apporonment; iv) a map of the District; v) an assessment roll of the esmated cost to each parcel; and vi) an affidavit stang that a professional engineer has prepared the report. 4. Reporng: SCG will provide the City with an electronic copy of the Engineer’s Reports containing the informaon used to calculate the annual assessment amount for each parcel as well as a summary of the total annual levy for the District. 5. Annual Levy Preparaon and Submial: SCG will determine the Annual Levy requirement for the DocuSign Envelope ID: 57D816F3-A2CB-4EA8-A494-FDE9B014A777 ATTACHMENT A current Fiscal Year on or before August 10. SCG will calculate and prepare the annual levy for the Districts in a format and media acceptable for direct submission to the Riverside County Auditor-Controller's Office, including the enabling resoluon, prior to the statutory deadline and shall perform adjustments and correcons to the levies on the property tax rolls as necessary. 6. Excepons List and Parcel Updates: SCG will research, recalculate and, with the City’s approval, re- submit any revisions to the parcel excepons list from the County. SCG will prepare any addional County required correspondences relang to the submial, correcon, or removal of assessment to the County tax roll for the City. 7. Staffing and Contact Informaon: SCG will provide a toll-free telephone number, of SCG designaon, for inclusion on the regular property tax billing next to the specic line item to facilitate contact with the public. City Staff may also refer property owners, tle companies and other interested pares to that toll- free number regarding the special tax proceedings and annual installments. 8. Annual Levy Report: SCG will provide the City with an Annual Levy Detail and Levy Summary Report for the nal tax enrollments for the Districts. These reports will provide the City a full lisng of the parcels levied for each District including informaon relevant to the calculaon of the assessment. The levy summary report will provide a summary of the total levy enrolled compared to the approved budget and include a descripon for any variances for the City. 9. Annual Enrollment Correspondence: SCG will prepare all Proposion 218 compliance forms for each fund number ulized by the City for the Auditor-Controller’s Office, as well as any summary statements and authorized signature forms. SCG will idenfy and discuss with City staff any legislaon impacts and changes made to the documents. 10. Timeline: As a result of this meeng SCG will prepare and maintain a meline idenfying the sequence of events, responsibilies, and due dates and be in constant communicaon with City Staff of these requirements. Periodic adjustments will be made to address the City’s scheduling requirements or proposed District changes. 11. Meengs: SCG will aend City Council meengs, public hearings, and/or staff meengs annually as determined by the City for the annual enrollment. We will aend addional hearings and public meengs as required by the appropriate improvement act(s) fully prepared to present all necessary tesmony and to respond to all public comments. 12. Budget Review: SCG will review each District budget provided by the City and coordinate with City staff to assist with accurate cost-recovery accounng, incorporang the actual maintenance costs into the District budget to achieve maximum cost-to-benet equity. 13. Reporng: SCG will complete all reports required by the County, State and Federal agencies. County Service Area 152 District Administraon 1. Annual Levy Preparaon and Submial: SCG will determine the Annual Levy requirement for the current Fiscal Year on or before August 10. SCG will calculate and prepare the annual levy for the Districts in a format and media acceptable for direct submission to the Riverside County Auditor-Controller's Office, including the enabling resoluon, prior to the statutory deadline and shall perform adjustments and correcons to the levies on the property tax rolls as necessary. 2. Staffing and Contact Informaon: SCG will provide a toll-free telephone number, of SCG designaon, for inclusion on the regular property tax billing next to the specic line item to facilitate contact with the public. City Staff may also refer property owners, tle companies and other interested pares to that toll- free number in regard to the special tax proceedings and annual installments. DocuSign Envelope ID: 57D816F3-A2CB-4EA8-A494-FDE9B014A777 ATTACHMENT A 3. Annual Levy Report: SCG will provide the City with an Annual Levy Detail and Levy Summary Report for the nal tax enrollments for the Districts. These reports will provide the City a full lisng of the parcels levied for each District including informaon relevant to the calculaon of the assessment. The levy summary report will provide a summary of the total levy enrolled compared to the approved budget and include a descripon for any variances for the City. 4. Reporng: SCG will complete all reports required by the County, State and Federal agencies. Weed Abatement 1. Database Management: SCG will maintain a comprehensive database of the District and Parcel informaon in a form such that the annual levy submission to Riverside County will follow the guidelines as outlined in the County’s xed charge submission packet. SCG will maintain all data related to individual parcels including special tax and assessment informaon, a regularly updated delinquency history delinquent amounts for each parcel including penales and interest, reference to those referred to foreclosure acon, and paid prior year delinquency informaon), current property ownership informaon, assessed valuaon informaon, and much more. 2. Levy Calculaon and Levy Submission: SCG will, in consultaon with the City, determine the Levy requirement for the current Fiscal Year. The calculaon of the levy requirement will consist of the following: 3. Submit Installment Amounts to the County: Each Fiscal Year SCG shall prepare the annual levy for the program in a format and media acceptable for Riverside County Tax Collector prior to the requested deadline and shall perform adjustments and correcons to the levies as necessary. If correcons/revisions aer deadline are necessary, SCG will research, recalculate and, with the City’s approval, recfy the issue. 4. Parcel Informaon: SCG will maintain current Assessor's Maps for the programs parcels and shall update annually, prior to enrollment of the current year's levy, any informaon necessary for use in calculang the levy. We will work to establish lines of communicaon and gain understanding of the specic goals, components and criteria to meet the City’s needs. 5. Excepons Research: SCG will research the excepons list from the County; and update parcel number changes in the database and calculate the benet assessment area, as well as report the revised parcels and updated levy amounts to City Staff. SCG will also prepare for City Staff any addional County- required correspondences relang to the submial, correcon, or removal of special taxes to the County tax roll. 6. Applied Report: Once nalized, SCG will provide the City with a hard copy and an electronic copy of the Annual Levy Report containing the informaon used to calculate the annual installment amount for each parcel as well as a summary of the total annual levy for the program. 7. Responses to Property Owner Quesons: SCG will serve as the inial and primary contact to the property owners, tle companies and other interested pares regarding the program proceedings and annual installments. 8. Toll Free Number: SCG will provide a toll free phone number for the City to refer property owners, tle companies and other interested pares to in regard to program proceedings and annual installments. DocuSign Envelope ID: 57D816F3-A2CB-4EA8-A494-FDE9B014A777 ATTACHMENT A Nuisance Abatement 1. Database Management: SCG will maintain a comprehensive database of the District and Parcel informaon in a form such that the annual levy submission to Riverside County will follow the guidelines as outlined in the County’s xed charge submission packet. SCG will maintain all data related to individual parcels including special tax and assessment informaon, a regularly updated delinquency history delinquent amounts for each parcel including penales and interest, reference to those referred to foreclosure acon, and paid prior year delinquency informaon), current property ownership informaon, assessed valuaon informaon, and much more. 2. Levy Calculaon and Levy Submission: SCG will, in consultaon with the City, determine the Levy requirement for the current Fiscal Year. The calculaon of the levy requirement will consist of the following: 3. Submit Installment Amounts to the County: Each Fiscal Year SCG shall prepare the annual levy for the program in a format and media acceptable for Riverside County Tax Collector prior to the requested deadline and shall perform adjustments and correcons to the levies as necessary. If correcons/revisions aer deadline are necessary, SCG will research, recalculate and, with the City’s approval, recfy the issue. 4. Parcel Informaon: SCG will maintain current Assessor's Maps for the programs parcels and shall update annually, prior to enrollment of the current year's levy, any informaon necessary for use in calculang the levy. We will work to establish lines of communicaon and gain understanding of the specic goals, components and criteria to meet the City’s needs. 9. Excepons Research: SCG will research the excepons list from the County; and update parcel number changes in the database and calculate the benet assessment area, as well as report the revised parcels and updated levy amounts to City Staff. SCG will also prepare for City Staff any addional County- required correspondences relang to the submial, correcon, or removal of special taxes to the County tax roll. 10. Applied Report: Once nalized, SCG will provide the City with a hard copy and an electronic copy of the Annual Levy Report containing the informaon used to calculate the annual installment amount for each parcel as well as a summary of the total annual levy for the program. 11. Responses to Property Owner Quesons: SCG will serve as the inial and primary contact to the property owners, tle companies and other interested pares regarding the program proceedings and annual installments. 12. Toll Free Number: SCG will provide a toll free phone number for the City to refer property owners, tle companies and other interested pares to in regard to program proceedings and annual installments. DocuSign Envelope ID: 57D816F3-A2CB-4EA8-A494-FDE9B014A777 ATTACHMENT A CONSULTING SERVICES Annexation Services for CFD 2015-1 (Public Services): 1. Gathering Informaon: SCG will meet with the City’s Staff, legal counsel, team of consultants and project proponents to conrm the annexaon schedule of events, procedural and nancial consideraons, establish the appropriate land use classicaons, and discuss and idenfy the boundaries of the proposed annexaon. 2. Data Collecon: SCG will obtain the latest assessor’s parcel maps and equalized tax roll informaon from the Riverside County Assessor’s Office for the parcels within the proposed Districts, and Geographic Informaon System (GIS) shape les or the annexaon. 3. Annexaon Boundary Map: SCG will prepare the Annexaon Boundary Map, illustrang the boundaries of territory proposed for inclusion in the district, capturing the enrety of any parcel subject to taxaon by the district. The map shall meet the requirements of the Mello-Roos Act and the Riverside County Recorder’s Office. Addionally, SCG will record the map with the Recorder’s Office. 4. Consulng Services: SCG will provide consulng services and advice to the City as necessary. This includes due diligence to ensure accuracy in the process, and provide clear wrien documentaon in our approach to structuring the Rate and Method of Apporonment and the Special Tax roll. To assure and maintain quality assurance, SCG has instuted an internal auding and review policy that requires a minimum of two individuals with the appropriate experse to review and audit any informaon prior to disseminaon of that informaon to the client. 5. Meengs: SCG will aend two (2) informal meengs or hearings held for the purpose of disseminang informaon to the public, including aending property owner meengs requested for homeowner associaons (HOA) that may request to annex into the CFD. Prior to such meengs or hearings, SCG will be prepared to make a complete and factual presentaon. We will also aend two (2) public meengs, as required by the appropriate improvement act(s), fully prepared to present necessary tesmony and respond to public comments. 6. Landowner Elecon: SCG will prepare a list of the owner names and acreages and obtain a cercate from the Registrar of Voters whether conrming there are, or are not, registered voters within the boundaries of the annexaon. Notice of Special Tax Lien: SCG will provide a list of Assessor Parcels for the Notice of Special Tax Lien and record the notices. Annexation Services for CFD 2015-2 (Maintenance Services) 1. Gathering Informaon: SCG will meet with the City’s Staff, legal counsel, team of consultants and project proponents to conrm the annexaon schedule of events, procedural and nancial consideraons, establish the appropriate land use classicaons, and discuss and idenfy the boundaries of the proposed annexaon. 2. Data Collecon: SCG will obtain the latest assessor’s parcel maps and equalized tax roll informaon from the Riverside County Assessor’s Office for the parcels within the proposed Districts, and Geographic Informaon System (GIS) shape les or the annexaon. 3. Maintenance Data: SCG will coordinate with the City in determining what the necessary levels of services that would be required for proper allocaon per the Rate and Method of Apporonment for the annexaon. 4. Maintenance Tax Rates: SCG will establish a Special Tax Rate for each annexaon determining the DocuSign Envelope ID: 57D816F3-A2CB-4EA8-A494-FDE9B014A777 ATTACHMENT A necessary revenues to cover operaons and maintenance costs including administrave costs. Based on the structure of the Special Tax formula, SCG will determine the appropriate methodology for allocang the costs to the various land use classicaons consistent with the previously approved methodology of the City’s landscape, lighng, street, parks, and drainage maintenance programs. 5. Annexaon Boundary Map: SCG will prepare the Annexaon Boundary Map, illustrang the boundaries of territory proposed for inclusion in the district, capturing the enrety of any parcel subject to taxaon by the district. The map shall meet the requirements of the Mello-Roos Act and the Riverside County Recorder’s Office. Addionally, SCG will record the map with the Recorder’s Office. 6. Consulng Services: SCG will provide consulng services and advice to the City as necessary. This includes due diligence to ensure accuracy in the process, and provide clear wrien documentaon in our approach to structuring the Rate and Method of Apporonment and the Special Tax roll. To assure and maintain quality assurance, SCG has instuted an internal auding and review policy that requires a minimum of two individuals with the appropriate experse to review and audit any informaon prior to disseminaon of that informaon to the client. 7. Meengs: SCG will aend two (2) informal meengs or hearings held for the purpose of disseminang informaon to the public, including aending property owner meengs requested for homeowner associaons (HOA) that may request to annex into the CFD. Prior to such meengs or hearings, SCG will be prepared to make a complete and factual presentaon. We will also aend two (2) public meengs, as required by the appropriate improvement act(s), fully prepared to present necessary tesmony and respond to public comments. 8. Landowner Elecon: SCG will prepare a list of the owner names and acreages and obtain a cercate from the Registrar of Voters whether conrming there are, or are not, registered voters within the boundaries of the annexaon. 9. Noce of Special Tax Lien: SCG will provide a list of Assessor Parcels for the Noce of Special Tax Lien and record the noces. CFD Formaon Services 1. Kickoff Meeng and Gathering Informaon: SCG will work to establish lines of communicaon and gain understanding of the specic goals, components and criteria to meet the City’s needs. SCG will meet with the City’s Staff, legal counsel, team of consultants and project proponents to conrm the CFD’s schedule of events, procedural and nancial consideraons, establish the appropriate land use classicaons and discuss and idenfy the boundaries of the proposed CFD. 2. Data Collecon: SCG will obtain the latest assessor’s parcel maps and equalized tax roll informaon from the Riverside County Assessor’s Office for the parcels within the proposed District, and Geographic Informaon System (GIS) shape les for creang the database and for mapping the proposed boundaries of the CFD. 3. Tax Spread: SCG will establish a Special Tax formula for the necessary revenues to cover facilies, operaons and maintenance costs including administrave costs. Based on the proposed structure of the Special Tax formula, SCG will determine the appropriate methodology for allocang the costs to the various land use classicaons and if possible be consistent with the previously approved methodology of the City’s landscape, lighng, street, parks, and drainage maintenance programs. 4. Rate and Method of Apporonment: SCG will prepare a proposed Rate and Method of Apporonment (RMA) that takes into consideraon the various land use classicaons, maintenance categories, and provides the necessary exibility for a variety of developments to be included in the City. DocuSign Envelope ID: 57D816F3-A2CB-4EA8-A494-FDE9B014A777 ATTACHMENT A The RMA will take into consideraon: clarity of language in the denion of terms, ability of the property to be assigned to different tax classicaons, and presence of a mechanism to levy taxes in the event of a change in projects and usage. 5. Public Report Preparaon: SCG will prepare the CFD Public Report, including a descripon of the facility costs or maintenance services to be performed and projected annual special tax and present it to the City Council at the Public Hearing. 6. Landowner Elecon: SCG will prepare a list of the owner names and acreages and obtain a cercate from the Registrar of Voters whether conrming there are, or are not, registered voters within the boundaries of the CFD. 7. Noce of Special Tax Lien: SCG will provide a list of Assessor Parcels for the Noce of Special Tax Lien and records the noces. 8. Document Review and Preparaon: SCG will review and prepare the required documents for the formaon of the CFD. SCG will also assist the formaon team in preparing a procedure for performing future annexaons to the CFD. 9. Consulng Services: SCG will provide consulng services and advice to the City as necessary, including due diligence to ensure accuracy in the process and clear wrien documentaon in our approach when structuring the Rate and Method of Apporonment and the Special Tax roll. 10. Boundary Map: SCG’s will prepare the Boundary Map illustrang the boundaries of territory proposed for inclusion in the district capturing the enrety of any parcel subject to taxaon by the proposed district. The map shall meet the requirements of the Mello-Roos Act and the Riverside County Recorder’s Office. Addionally, SCG will record the map with the County Recorder’s Office. Bond Issuance Services 1. Kickoff Meeng and Gathering Informaon: The purpose of this task is to establish lines of communicaon and gain understanding of the specic goals, components and criteria to meet the City’s needs. SCG will meet with City Staff, legal counsel, team of consultants and project proponents to conrm the CFD’s schedule of events, procedural and nancial consideraons, establish the appropriate land use classicaons and discuss and idenfy the boundaries of the proposed CFD. 2. Data Collecon: SCG will obtain the latest assessor’s parcel maps and equalized tax roll informaon from the Riverside County Assessor’s Office for the parcels within the proposed District, and Geographic Informaon System (GIS) shape les for our in-house GIS plaorm. 3. Bond Documents Table Preparaon and Review: SCG will prepare and provide nal calculaon to the nance team for inclusion in the Preliminary Official Statement (POS) and Official Statement (OS) to include: i) Maximum special tax coverage; ii) Value-to-lien computaons; iii) Overlapping debt table; and iv) Effecve tax rate schedules. SCG will review the POS, OS and other legal documents as they relate to any items included in the CFD Public Report, the boundary map and any tables SCG provides. 4. Vicinity Map: SCG will prepare a locaon and area map for inclusion in the POS and OS. 5. Special Tax Cercate: SCG will prepare and sign the Special Tax Consultant Cercate that ceres that the maximum special tax rates are sufficient to meet debt service requirements and coverage raos for bonds to be issued. DocuSign Envelope ID: 57D816F3-A2CB-4EA8-A494-FDE9B014A777 ATTACHMENT A STAX Applicaon Maintenance Services 1. Property Finder Applicaon Planning and Conguraon: SCG will collaborate with the City to create an ongoing implementaon and support plan detailing projected tasks, due dates, task assignments, and me esmates. 2. Domain Name: Include the annual domain registraon and renewal fees. 3. SSL Cercate: If your applicaon uses HTTPS, factor in the cost of SSL cercates. 4. Tech Support: Provide ongoing technical support for any issues or updates. 5. Soware Updates: SCG will provide the City with program updates (including new versions and releases) announced during the term of the contract, as soon as these updates are generally available. 6. Security Measures: Implement security scans, patches, rewalls, and monitoring tools. 7. Backups: Regularly back up data and ensure disaster recovery mechanisms. 8. Content Updates: Provide content changes (e.g., text, images), Oponal Service. 9. Fixing Broken Links: Monitor links, idenfy when links are broken, take site into maintenance mode and x them during off-hours. 10. Monitoring Website Performance: Periodic monitoring of web site, collecng of stascs and idenfying any performance issues that need to be addressed in maintenance mode during off-hours. 11. SEO and Markeng: Offer search engine opmizaon (SEO) services and markeng strategies. 12. Remote Support: SCG will provide remote support for the following requests: i) replies to fundamental quesons and those about installaon, usage and conguraon that can be answered within a short me; ii) replies to quesons concerning STAX publicaons in relaon to the eligible programs; iii) replies to queson on code-related errors. 13. Diagnosc Informaon: Veri caon of the diagnosc informaon to provide support for the isolaon of the cause of a problem (for example, support for the interpretaon of traces and dumps in the case of installaon or code-related errors). 14. Error Idencaon: In the case of idened errors, the provision of informaon about bug xes and program temporary xes. 15. Hosng and Infrastructure: Hosng of applicaon on AWS or any other cloud provider. This includes server maintenance, scaling, and ensuring high availability. DocuSign Envelope ID: 57D816F3-A2CB-4EA8-A494-FDE9B014A777 ATTACHMENT B Fee Schedule District Total District Total District Total CFD 2003-1 $9,729.69 CFD 2007-6 $0.00 CFD 2022-1 Alberhill $8,090.61 CFD 2003-2 IA A $12,509.59 CFD 2009-1 $6,949.78 CFD 2022-2 Lakeshore $8,090.61 CFD 2003-2 IA B $33,358.93 CFD 2015-1 $11,055.67 CFD 2023-1 Lakeside $8,090.61 CFD 2003-2 IA C $25,019.20 CFD 2015-2 Zone 1 $17.62 CFD 2023-2 Mission Trails $8,240.36 CFD 2003-2 IA D $19,205.42 CFD 2015-2 Zone 2 $453.07 CFD 90-2 Tuscany Hills $26,560.38 CFD 2003-2 IA E $9,475.74 CFD 2015-2 Zone 3 $320.49 CFD 95-1 Civic Center $9,729.69 CFD 2004-3 IA 1 $9,729.69 CFD 2015-2 Zone 4 $630.77 CFD 98-1 Summerhill $9,729.69 CFD 2004-3 IA 2 $9,729.69 CFD 2015-2 Zone 5 $599.56 Citywide LLMD $26,409.11 CFD 2005-1 $9,729.69 CFD 2015-2 Zone 6 $204.28 LMD No. 1 - Zone 1 $701.01 CFD 2005-2 (Services) $6,949.78 CFD 2015-2 Zone 7 $2,149.45 LMD No. 1 - Zone 2 $419.87 CFD 2005-2 IA A $9,729.69 CFD 2015-2 Zone 8 $500.97 LMD No. 1 - Zone 3 $680.78 CFD 2005-4 $3,474.89 CFD 2015-2 Zone 9 $2,889.50 LMD No. 1 - Zone 4 $2,493.98 CFD 2005-5 $6,949.78 CFD 2015-2 Zone 10 $0.00 LMD No. 1 - Zone 5 $3,747.69 CFD 2005-5 (Services) $6,949.78 CFD 2015-2 Zone 11 $3,662.86 LMD No. 1 - Zone 6 $437.61 CFD 2005-6 $6,949.78 CFD 2015-2 Zone 12 $990.19 LMD No. 1 - Zone 7 $2,665.70 CFD 2006-1 IA A $15,620.45 CFD 2015-2 Zone 13 $271.34 LMD No. 1 - Zone 8 $52.89 CFD 2006-1 IA B $10,486.13 CFD 2015-2 Zone 14 $0.00 LMD No. 1 - Zone 9 $0.00 CFD 2006-1 IA CC $9,729.69 CFD 2015-2 Zone 15 $0.00 LMD No. 1 - Zone 10 $0.00 CFD 2006-1 IA EE $9,503.38 CFD 2015-2 Zone 16 $273.20 LMD No. 1 - Zone 11 $10,731.88 CFD 2006-1 IA FF $9,475.74 CFD 2015-2 Zone 17 $820.22 LMD No. 1 - Zone 12 $0.00 CFD 2006-1 IA HH $9,702.05 CFD 2015-2 Zone 18 $231.78 LMD No. 1 - Zone 13 $0.00 CFD 2006-1 IA II $9,729.69 CFD 2015-2 Zone 19 $231.78 LMD No. 1 - Zone 14 $723.02 CFD 2006-1 IA JJ $9,503.38 CFD 2015-2 Zone 20 $0.00 LMD No. 1 - Zone 15 $426.70 CFD 2006-1 IA KK $9,702.05 CFD 2015-2 Zone 21 $0.00 LMD No. 1 - Zone 16 $341.77 CFD 2006-1 (Services) $7,252.35 CFD 2015-2 Zone 22 $0.00 LMD No. 1 - Zone 17 $266.85 CFD 2006-2 $6,949.78 CFD 2015-2 Zone 23 $4,186.27 LMD No. 1 - Zone 18 $555.39 CFD 2006-2 (Services) $6,949.78 CFD 2015-2 Zone 24 $264.88 LMD No. 1 - Zone 19 $261.11 CFD 2006-3 $6,949.78 CFD 2015-4 Terracina $9,729.69 LMD No. 1 - Zone 20 $486.93 CFD 2006-4 $3,474.89 CFD 2015-4 (Services) $7,078.42 LMD No. 1 - Zone 21 $606.78 CFD 2006-5 (Services) $6,949.78 CFD 2015-5 Trieste $9,475.74 LMD No. 1 - Zone 22 $255.81 CFD 2006-6 $4,169.87 CFD 2016-1 Southshore $0.00 LMD No. 1 - Zone 23 $221.08 CFD 2006-8 $9,199.74 CFD 2016-2 Canyon Hills $9,199.74 LMD No. 1 - Zone 24 $266.06 CFD 2006-8 (Services) $6,949.78 CFD 2017-1 Safety Services $0.00 LMD No. 1 - Zone 25 $65.79 CFD 2007-1 $6,949.78 CFD 2018-1 Wasson Canyon $6,571.25 RAD 2021-1 $26,560.38 CFD 2007-4 $9,199.74 CFD 2019-1 Westlake $9,345.40 CSA 152 NPDES $6,949.78 CFD 2007-4 (Services) $6,949.78 CFD 2019-2 Nichols Ranch $9,345.40 Weed Abatement $3,090.00 CFD 2007-5 $9,199.74 CFD 2021-1 IA 1 Tuscany/Crest $8,333.32 Nuisance Abatement $3,090.00 CFD 2007-5 (Services) $6,949.78 CFD 2021-1 IA 2 Tuscany/Crest $8,333.32 DocuSign Envelope ID: 57D816F3-A2CB-4EA8-A494-FDE9B014A777 07/03/2023 Cormarc Insurance Services Lic #0D79653 25220 Hancock Ave, Suite 230 Murrieta CA 92562 Linda Ridgway 800) 743-2763 linda@cormarcins.com SCG-Spicer Consulting Group, 41880 Kalmia St Ste 145 Murrieta CA 92562-8837 Travelers Casualty Ins Company of America 19046 Cal Auto Ins Company 38342 Travelers Property Casualty Co of America 25674 Lloyds of London 85202 23/24 GL BA WC Prof A Y 680-2H870106 05/ 31/2023 05/31/2024 2,000,000 300,000 5,000 2,000,000 4,000,000 4,000,000 B BA040000059364 05/ 31/2023 05/31/2024 1,000,000 C Y Y UB9P270352 05/ 31/2023 05/31/2024 1,000,000 1,000,000 1,000,000 D Professional Liability Retro date 5/31/16 MPL175558023 05/ 31/2023 05/31/2024 Limit per Claim $2,000, 000 Aggregate Limit $2,000, 000 Retention $10,000 The City of Lake Elsinore, its elected or appointed officers, officials, employees, agents and volunteers are named as additional insured for the insured's operations with primary wording for insured's operations per written contract. Endorsement CGD105 0494 attached. Work comp waiver of subrogation per WC990376(A)-001 attached. City of Lake Elsinore City Manager/City Clerk 130 South Main Street Lake Elsinore CA 92530 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. INSURER(S) AFFORDING COVERAGE INSURER F : INSURER E : INSURER D : INSURER C : INSURER B : INSURER A : NAIC # NAME: CONTACT A/C, No): FAX E- MAILADDRESS: PRODUCER A/C, No, Ext): PHONE INSURED REVISION NUMBER:CERTIFICATE NUMBER:COVERAGES 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). 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. OTHER: Per accident) Ea accident) N / A SUBR WVD ADDL INSD 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. PROPERTY DAMAGE BODILY INJURY (Per accident) BODILY INJURY (Per person) COMBINED SINGLE LIMIT AUTOS ONLY AUTOSAUTOSONLY NON-OWNED SCHEDULEDOWNED ANY AUTO AUTOMOBILE LIABILITY Y / N WORKERS COMPENSATION AND EMPLOYERS' LIABILITY OFFICER/MEMBER EXCLUDED? Mandatory in NH) DESCRIPTION OF OPERATIONS below If yes, describe under ANY PROPRIETOR/PARTNER/EXECUTIVE E.L. DISEASE - POLICY LIMIT E.L. DISEASE - EA EMPLOYEE E.L. EACH ACCIDENT EROTH-STATUTEPER LIMITS(MM/DD/YYYY) POLICY EXP( MM/DD/YYYY)POLICYEFFPOLICYNUMBERTYPEOFINSURANCELTRINSR DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) EXCESS LIAB UMBRELLA LIAB $ EACH OCCURRENCE AGGREGATE OCCUR CLAIMS-MADE DED RETENTION $ PRODUCTS - COMP/OP AGG GENERAL AGGREGATE PERSONAL & ADV INJURY MED EXP (Any one person) EACH OCCURRENCE DAMAGE TO RENTED $ PREMISES (Ea occurrence) COMMERCIAL GENERAL LIABILITY CLAIMS-MADE OCCUR GEN'L AGGREGATE LIMIT APPLIES PER: POLICY PRO- JECT LOC CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) CANCELLATION AUTHORIZED REPRESENTATIVE ACORD 25 (2016/03) 1988-2015 ACORD CORPORATION. All rights reserved. CERTIFICATE HOLDER The ACORD name and logo are registered marks of ACORD HIRED AUTOS ONLY DocuSign Envelope ID: 57D816F3-A2CB-4EA8-A494-FDE9B014A777 COMMERCIAL GENERAL LIABILITY THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. OR CONTRACTORS This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART PROVISIONS: CG D1 05 04 94 Includes Copyrighted Material from Insurance Services Office, Inc. BLANKET ADDITIONAL INSURED – OWNERS, LESSEES Copyright, The Travelers Indemnity Company, 1994. Page 1 of 1 1. WHO IS AN INSURED (SECTION II) is amended to include as an insured any person or organiza- tion (called hereafter "additional insured") whom you have agreed in a written contract, executed prior to loss, to name as additional insured, but only with respect to liability arising out of "your work" or your ongoing operations for that addi- tional insured performed by you or for you. 2. With respect to the insurance afforded to Addi- tional Insureds the following conditions apply: a.Limits of Insurance – The following limits of liability apply: 1.The limits which you agreed to provide; or 2.The limits shown on the declarations, whichever is less. b.This insurance is excess over any valid and collectible insurance unless you have agreed in a written contract for this insurance to apply on a primary or contributory basis. 3.This insurance does not apply: a.on any basis to any person or organization for whom you have purchased an Owners and Contractors Protective policy. b.to "bodily injury," "property damage," "per- sonal injury," or "advertising injury" arising out of the rendering of or the failure to render any professional services by or for you, in- cluding: 1.The preparing, approving or failing to prepare or approve maps, drawings, opinions, reports, surveys, change or- ders, designs or specifications; and 2.Supervisory, inspection or engineering services. DocuSign Envelope ID: 57D816F3-A2CB-4EA8-A494-FDE9B014A777 WORKERS COMPENSATION BLANKET WAIVER) WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS POLICY NUMBER: AND EMPLOYERS LIABILITY POLICY ENDORSEMENT – CALIFORNIA ENDORSEMENT WC 99 03 76 ( A) - UB-9P270352-23- 42-G HARTFORD CT 06183 ONE TOWER SQUARE 001 Schedule JobDescriptionPersonorOrganization 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. The additional premium for this endorsement shall be % of the California workers' compensation pre- mium. 2.00 MANAGEMENTCONSULTANTSANYPERSONORORGANIZATIONFOR WHICH THE INSURED HAS AGREED BY WRITTEN CONTRACT EXECUTED PRIOR TO LOSS TO FURNISH THIS WAIVER. CountersignedbyInsuranceCompany PremiumInsured Endorsement No.Policy No.Endorsement Effective 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.) ST ASSIGN: DATE OF ISSUE: Pageof04-14- 23 1 1 DocuSign Envelope ID: 57D816F3-A2CB-4EA8-A494-FDE9B014A777 CITY OF LAKE ELSINORE TO BE POSTED IN A CONSPICUOUS PLACE Business Name: Business Location: Owner Name(s): BUSINESS LICENSE NO. Issue Date: Description: Expiration Date: BUSINESS LICENSE THIS IS YOUR LICENSE • NOT TRANSFERABLE 41619 MARGARITA RD STE 101 Business Type: TEMECULA, CA 92591-2985 SPICER CONSULTING GROUP 41880 KALMIA ST STE 145 MURRIETA, CA 92562-8837 This business license is issuedfor revenue purposes only anddoes not grant authorization to operate a business. This business license is issuedwithout verificationthat the holder is subject to or exempted from licensing by the state, county, federal government, or any other governmental agency. Administrative Services - Licensing 130 South Main Street, Lake Elsinore, CA 92530 PH (951) 674-3124 SPICER CONSULTING GROUP SHANE SPICER CONSULTING SERVICES SPECIAL TAX CONSULTING 022905 7/1/2023 6/30/2024 Starting January 1, 2021, Assembly Bill 1607 requires the prevention of gender-based discrimination of business establishments. A full notice is available in English or other languages by going to: https://www.dca.ca.gov/publications/ DocuSign Envelope ID: 57D816F3-A2CB-4EA8-A494-FDE9B014A777