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HomeMy WebLinkAboutChief Leadership - Conduct Leadership Trainings for Executive Team - 2026Docusign Envelope ID: 6591 D01 E-4D02-4ADF-8353-41 B273862024 SHORT FORM SERVICES AGREEMENT BY AND BETWEEN THE CITY OF NATIONAL CITY AND CHARLES CELANO AND ASSOCIATES LLC DBA CHIEF LEADERSHIP THIS AGREEMENT is entered into by and between the CITY OF NATIONAL CITY, a municipal corporation ("CITY"), and CHARLES CELANO AND ASSOCIATES LLC dba CHIEF LEADERSHIP, a California limited liability company ("CONSULTANT"). NOW, THEREFORE, CITY agrees to engage CONSULTANT to perform the services set forth herein in accordance with the following terms and conditions: 1. DESCRIPTION OF SERVICES. CONSULTANT shall design, deliver, conduct, and facilitate leadership trainings as outlined in the attached proposal, Exhibit "A", ending April 6, 2026. 2. EFFECTIVE DATE AND LENGTH OF AGREEMENT. This Agreement shall not become effective and binding until fully executed by both the CITY and CONSULTANT. The duration of this Agreement is from the effective date through April 6, 2026. 3. COMPENSATION. The total compensation to CONSULTANT for providing the services set forth herein shall not exceed a total of $24,000. The compensation for CONSULTANT'S work shall be based upon and not exceed the rates given in Exhibit "A" without prior written authorization from CITY. 4. PAYMENT SCHEDULE. CITY will make payment within thirty (30) days of receiving and approving a billing statement for the satisfactorily completed services of CONSULTANT. 5. ACCEPTABILITY OF WORK. The CITY shall, with reasonable diligence, determine the quality or acceptability of the work, the manner of performance, and/or the compensation payable to the CONSULTANT. 6. INDEPENDENT CONTRACTOR. It is agreed that CONSULTANT is an independent CONSULTANT, and all persons working for or under the direction of CONSULTANT are CONSULTANT's agents, servants, and employees, and said persons shall not be deemed agents, servants, or employees of CITY. 7. DRUG FREE WORKPLACE. The CONSULTANT agrees to comply with the CITY's Drug -Free Workplace requirements. Every person awarded a contract by the CITY for the provision of services shall certify to the CITY that it will provide a drug -free workplace. Any subcontract entered into by the CONSULTANT pursuant to this Agreement shall contain this provision. Standard Short Form Agreement Page 1 of 7 City of National City and Charles Celano Revised January 2024 and Associates LLC DBA Chief Leadership Docusign Envelope ID: 6591 D01 E-4D02-4ADF-8353-41 B273862024 8. NON-DISCRIMINATION PROVISIONS. The CONSULTANT shall not discriminate against any employee or applicant for employment because of age, race, color, ancestry, religion, sex, sexual orientation, marital status, national origin, physical handicap, or medical condition. The CONSULTANT will take positive action to insure that applicants are employed without regard to their age, race, color, ancestry, religion, sex, sexual orientation, marital status, national origin, physical handicap, or medical condition. Such action shall include, but not be limited to, the following: employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination, rates of pay or other forms of compensation, and selection for training, including apprenticeship. The CONSULTANT agrees to post in conspicuous places available to employees and applicants for employment any notices provided by the CITY setting forth the provisions of this non-discrimination clause. 9. INDEMNIFICATION AND HOLD HARMLESS. To the maximum extent provided by law, the CONSULTANT agrees to defend, indemnify and hold harmless the City of National City, its officers, officials, agents, employees, and volunteers against and from any and all liability, loss, damages to property, injuries to, or death of any person or persons, and all claims, demands, suits, actions, proceedings, reasonable attorneys' fees, and defense costs, of any kind or nature, including workers' compensation claims, of or by anyone whomsoever, resulting from or arising out of the CONSULTANT's performance or other obligations under this Agreement; provided, however, that this indemnification and hold harmless shall not include any claims or liability arising from the established sole negligence or willful misconduct of the CITY, its agents, officers, employees, or volunteers. CITY will cooperate reasonably in the defense of any action, and CONSULTANT shall employ competent counsel, reasonably acceptable to the City Attorney. The indemnity, defense, and hold harmless obligations contained herein shall survive the termination of this Agreement for any alleged or actual omission, act, or negligence under this Agreement that occurred during the term of this Agreement. 10. EMPLOYEE PAYMENTS AND INDEMNIFICATION. 10.1 PERS Eligibility Indemnification. If CONSULTANT's employee(s) 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, of the CITY, CONSULTANT shall indemnify, defend, and hold harmless CITY for the payment of any employer and employee contributions for PERS benefits on behalf of the employee as well as for payment of any penalties and interest on such contributions which would otherwise be the responsibility of the CITY. CONSULTANT's employees providing service under this Agreement shall not: (1) qualify for any compensation and benefit under PERS; (2) be entitled to any benefits under PERS; (3) enroll in PERS as an employee of CITY; (4) receive any employer contributions paid by CITY for PERS benefits; or (5) be entitled to any other PERS-related benefit that would accrue to a CITY employee. CONSULTANT's employees hereby waive any claims to benefits or compensation described in this Section 10. This Section 10 applies to CONSULTANT notwithstanding any other agency, state, or federal policy, rule, regulation, law, or ordinance to the contrary. Standard Short Form Agreement Page 2 of 7 City of National City and Charles Celano Revised January 2024 and Associates LLC DBA Chief Leadership Docusign Envelope ID: 6591 D01 E-4D02-4ADF-8353-41 B273862024 10.2 Limitation of CITY Liability. The payment made to CONSULTANT under this Agreement shall be the full and complete compensation to which CONSULTANT and CONSULTANT's officers, employees, agents, and subcontractors are entitled for performance of any work under this Agreement. Neither CONSULTANT nor CONSULTANT's officers, employees, agents, and subcontractors are entitled to any salary or wages, or retirement, health, leave, or other fringe benefits applicable to CITY employees. The CITY will not make any federal or state tax withholdings on behalf of CONSULTANT. The CITY shall not be required to pay any workers' compensation insurance on behalf of CONSULTANT. 10.3 Indemnification for Employee Payments. CONSULTANT agrees to defend and indemnify the CITY for any obligation, claim, suit, or demand for tax, retirement contribution including any contribution to PERS, social security, salary or wages, overtime payment, or workers' compensation payment which the CITY may be required to make on behalf of (1) CONSULTANT, (2) any employee of CONSULTANT, or (3) any employee of CONSULTANT construed to be an employee of the CITY, for work performed under this Agreement. This is a continuing obligation that survives the termination of this Agreement. 11. INSURANCE. CONSULTANT shall obtain: A. ® If checked, Professional Liability Insurance (errors and omissions) with minimum limits of $1,000,000 per occurrence. B. Automobile Insurance covering all bodily injury and property damage incurred during the performance of this Agreement, with a minimum coverage of $1,000,000 combined single limit per accident. Such automobile insurance shall include owned, non -owned, and hired vehicles. The policy shall name the CITY and its officers, agents, employees, and volunteers as additional insureds, and a separate additional insured endorsement shall be provided. C. Commercial General Liability Insurance, with minimum limits of either $2,000,000 per occurrence and $4,000,000 aggregate, or $1,000,000 per occurrence and $2,000,000 aggregate with a $2,000,000 umbrella policy, covering all bodily injury and property damage arising out of its operations, work, or performance under this Agreement. The policy shall name the CITY and its officers, agents, employees, and volunteers as additional insureds, and a separate additional insured endorsement shall be provided. The general aggregate limit must apply solely to this "project" or "location". The "project" or "location" should be noted with specificity on an endorsement that shall be incorporated into the policy. D. Workers' Compensation Insurance in an amount sufficient to meet statutory requirements covering all of CONSULTANT'S employees and employers' liability insurance with limits of at least $1,000,000 per accident. In addition, the policy shall be endorsed with a waiver of subrogation in favor of the CITY. Said endorsement shall be provided prior to commencement of work under this Agreement. If CONSULTANT has no employees subject to the California Workers' Compensation and Labor laws, CONSULTANT shall execute a Declaration to that effect. Said Declaration shall be provided to CONSULTANT by CITY. E. The aforesaid policies shall constitute primary insurance as to the CITY, its officers, employees, and volunteers, so that any other policies held by the CITY shall not contribute to any loss under said insurance. Said policies shall provide for thirty (30) days prior written notice Standard Short Form Agreement Page 3 of 7 City of National City and Charles Celano Revised January 2024 and Associates LLC DBA Chief Leadership Docusign Envelope ID: 6591D01E-4D02-4ADF-8353-4lB273862024 to the CITY's Risk Manager, at the address listed in subsection G below, of cancellation or material change. F. Said policies, except for the professional liability and workers' compensation policies, shall name the CITY and its officers, agents, employees, and volunteers as additional insureds, and separate additional insured endorsements shall be provided. G. The Certificate Holder for all policies of insurance required by this Section shall be: City of National City c/o Risk Manager 1243 National City Boulevard National City, CA 91950-4397 H. If required insurance coverage is provided on a "claims made" rather than "occurrence" form, the CONSULTANT shall maintain such insurance coverage for three years after expiration of the term (and any extensions) of this Agreement. In addition, the "retro" date must be on or before the date of this Agreement. I. Insurance shall be written with only insurers authorized to conduct business in California which hold a current policy holder's alphabetic and financial size category rating of not less than A:VII according to the current Best's Key Rating Guide, or a company of equal financial stability that is approved by the City's Risk Manager. In the event coverage is provided by non -admitted "surplus lines" carriers, they must be included on the most recent List of Approved Surplus Line Insurers ("LASLI") and otherwise meet rating requirements. J. This Agreement shall not take effect until certificate(s) or other sufficient proof that these insurance provisions have been complied with, are filed with, and approved by the CITY's Risk Manager. If the CONSULTANT does not keep all insurance policies required by this Section 11 in full force and effect at all times during the term of this Agreement, the CITY may treat the failure to maintain the requisite insurance as a breach of this Agreement and terminate the Agreement as provided herein. K. All deductibles and self -insured retentions in excess of ten -thousand dollars ($10,000) must be disclosed to and approved by the CITY. CITY reserves the right to modify the insurance requirements of this Section 11, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances. L. If the CONSULTANT maintains broader coverage or higher limits (or both) than the minimum limits shown above, the CITY shall be entitled to the broader coverage or higher limits (or both) maintained by the CONSULTANT. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the CITY. 12. TERNIINATION. CITY may terminate this Agreement at any time by providing one (1) day's written notice to CONSULTANT. 13. BUSINESS LICENSE. CONSULTANT must possess or shall obtain a business license from the National City Finance Department before beginning work. Standard Short Form Agreement Page 4 of 7 City of National City and Charles Celano Revised January 2024 and Associates LLC DBA Chief Leadership Docusign Envelope ID: 6591 D01 E-4D02-4ADF-8353-41 B273862024 14. PREVAILING WAGES. State prevailing wage rates may apply to work performed under this Agreement. State prevailing wages rates apply to all public works contracts as set forth in California Labor Code, including but not limited to, Sections 1720, 1720.2, 1720.3, 1720.4, and 1771. CONSULTANT is solely responsible to determine if state prevailing wage rates apply and, if applicable, pay such rates in accordance with all laws, ordinances, rules, and regulations. 15. ADMINISTRATIVE PROVISIONS. A. Computation of Time Periods. If any date or time period provided for in this Agreement is or ends on a Saturday, Sunday, or federal, state, or legal holiday, then such date shall automatically be extended until 5:00 p.m. Pacific Time of the next day which is not a Saturday, Sunday, or federal, state, or legal holiday. B. Counterparts. This Agreement may be executed in multiple counterparts, each of which shall be deemed an original, but all of which, together, shall constitute but one and the same instrument. C. Captions. Any captions to, or headings of, the sections or subsections of this Agreement are solely for the convenience of the parties hereto, are not a part of this Agreement, and shall not be used for the interpretation or determination of the validity of this Agreement or any provision hereof. D. No Obligations to Third Parties. Except as otherwise expressly provided herein, the execution and delivery of this Agreement shall not be deemed to confer any rights upon, or obligate any of the parties hereto, to any person or entity other than the parties hereto. E. Exhibits and Schedules. The Exhibits and Schedules attached hereto are hereby incorporated herein by this reference for all purposes. To the extent any exhibits, schedules, or provisions thereof conflict or are inconsistent with the terms and conditions contained in this Agreement, the terms and conditions of this Agreement will control. F. Amendment to this Agreement. The terms of this Agreement may not be modified or amended except by an instrument in writing executed by each of the parties hereto. G. Assignment & Assumption of Rights. CONSULTANT shall not assign this Agreement, in whole or in part, to any other party without first obtaining the written consent of CITY. H. Waiver. The waiver or failure to enforce any provision of this Agreement shall not operate as a waiver of any future breach of any such provision or any other provision hereof. I. Applicable Law. This Agreement shall be governed by and construed in accordance with the laws of the State of California. The venue for any legal action arising under this Agreement shall be in either state or federal court in the County of San Diego, State of California. The CONSULTANT shall comply with all laws, including federal, state, and local laws, whether now in force or subsequently enacted. J. Audit. If this Agreement exceeds ten -thousand dollars ($10,000), the parties shall be subject to the examination and audit of the State Auditor for a period of three (3) years after final payment under the Agreement, per Government Code Section 8546.7. K. Entire Agreement. This Agreement supersedes any prior agreements, negotiations, and communications, oral or written, and contains the entire agreement between the parties as to the subject matter hereof. No subsequent agreement, representation, or promise made Standard Short Form Agreement Page 5 of 7 City of National City and Charles Celano Revised January 2024 and Associates LLC DBA Chief Leadership Docusign Envelope ID: 6591 D01 E-4D02-4ADF-8353-41 B273862024 by either party hereto, or by or to an employee, officer, agent, or representative of any party hereto shall be of any effect unless it is in writing and executed by the party to be bound thereby. L. Successors and Assigns. This Agreement shall be binding upon and shall inure to the benefit of the successors and assigns of the parties hereto. M. Subcontractors or Subconsultants. The CITY is engaging the services of the CONSULTANT identified in this Agreement. The CONSULTANT shall not subcontract any portion of the work, unless such subcontracting was part of the original proposal or is allowed by the CITY. In the event any portion of the work under this Agreement is subcontracted, the subcontractor(s) shall be required to comply with and agree to, for the benefit of and in favor of the CITY, both the insurance provisions in Section 11 and the indemnification and hold harmless provision of Section 9 of this Agreement. N. Construction. The parties acknowledge and agree that (i) each party is of equal bargaining strength, (ii) each party has actively participated in the drafting, preparation and negotiation of this Agreement, (iii) each such party has consulted with or has had the opportunity to consult with its own, independent counsel and such other professional advisors as such party has deemed appropriate, relative to any and all matters contemplated under this Agreement, (iv) any rule or construction to the effect that ambiguities are to be resolved against the drafting party shall not apply in the interpretation of this Agreement, or any portions hereof, or any amendments hereto. IN WITNESS WHEREOF, the parties hereto have executed this Agreement on the date and year written below. CITY OF NATIONAL CITY Acting City Manager Date:DI 2lqo APPROVED AS TO FORM: By: Richard E. Romero Acting City Attorney Date: W21 2,(p CHARLES CELANO AND ASSOCIATES LLC DBA CHIEF LEADERSHIP (Corporation — signatures of two corporate officers required) (Partnership or Sole proprietorship — one signature) Signed by: By: Charles Celano CEO and Founder Date: 1 /13/2026 Standard Short Form Agreement Page 6 of 7 City of National City and Charles Celano Revised January 2024 and Associates LLC DBA Chief Leadership Docusign Envelope ID: 6591 D01 E-4D02-4ADF-8353-41 B273862024 CONTACT INFORMATION CITY OF NATIONAL CITY 1243 National City Boulevard National City, CA 91950-4397 Phone: 619-336-4523 Contact: Alejandro Hernandez Title: Acting City Manager Dept.: City Manager Email: ahemandez@nationalityca.gov Standard Short Form Agreement Revised January 2024 CHARLES CELANO AND ASSOCIATES LLC DBA CHIEF LEADERSHIP 1442 E. Lincoln Avenue #482 Orange, CA 92865 Phone: 714-497-3025 Contact: Charles Celano Title: Owner/Founder Email: charles@chiefleadership.com Taxpayer I.D. No.: 83-0706502 Page 7 of 7 City of National City and Charles Celano and Associates LLC DBA Chief Leadership Docusign Envelope ID: 6591 D01 E-4D02-4ADF-8353-41 B273862024 Exhibit "A" CHIEF LEADERSHIP TRAINING PROPOSAL PROPOSAL TAT>y City of National City Alex Hernandez Interim City Manager/Chief of Police City of National City 1243 National City Blvd National City, CA 91950 PROPOSAL ISSUED: December 10, 2025 C H I EF L E A D E R S H I P 1442 E. Lincoln Ave #482, Orange, CA 92865 1 714.497.3025 1 Charles@ChiefLeadership.com Chief Leadership will be responsible for executing the following scope of work: ■ Design and Deliver leadership training, specific to your needs, in 4-hour blocks of instruction. The training recommended is the Leadership 101 series (4-part series): ■ Dates TBD in 2026 Session 1: Leadership vs. Management, Effective Communication, Leadership Styles, Morale Session 2: Common Leadership Failures, Team Development, Critical Thinking Session 3: Emotional Intelligence, Communication and Conflict Resolution Session 4: Accountability and Consistency, Time Management, Self- Care/Wellness ■ Jeffrey Parker will be the primary leadership trainer throughout the course of this program. We may utilize additional Chief Leadership Consultants to assist in providing the training. ■ City of National City (NC) will be responsible for executing the following details: ■ NC will provide an on -site location that can be utilized by Chief Leadership consultants for all training sessions. The location provided should have adequate space for all attendees, as well as AV capabilities for presentations. ■ NC will notify Chief Leadership immediately of any requested changes to the scope of work. ■ NC agrees to pay Chief Leadership for services described above, on terms agreed upon by both parties. _ C"1FF 1442 E. Lincoln Ave #482, Orange, CA 92865 1 714.497.3025 1 Charles@ChiefLeadership.com The normal fee for customized leadership development training is as follows: 4-hour workshop: $2,500 **Up to 30 students per class** Travel Costs ($500/day) per consultant (Jeff Parker) The total cost of this proposal, based upon the 4-part Leadership 101 Series, is $12,000. Total of 4 (4-hour) sessions: $10,000 Travel costs (4 days): $2,000 100% of the fee will be invoiced 30 days prior to the event date. ($12,000) If you have questions regarding this proposal, feel free to contact me at the number or email address below. Thank you for your consideration, Charles F. Celano Jr. CEO and Founder Chief Leadership 714.497.3025 charles@chiefleadership.com I have read and agree to the terms of this agreement as ouned in the above scope of work and associated fees. I Print Name Sie<:n:1 1442 E. Lincoln Ave #482, Orange, CA 92865 1 714.497.3025 1 Charles@ChiefLeadership.com CHIEF LEADERSHIP TEAMBUILDING PROPOSAL City of National City Alex Hernandez Interim City Manager/Chief of Police City of National City 1243 National City Blvd National City, CA 91950 December 10, 2025 CHIEF LEADERSHIP 1442 E. Lincoln Ave #482, Orange, CA 92865 1 714.497.3025 1 Charles@ChiefLeadership.com Chief Leadership will be responsible for executing the following scope of work: ■ Conduct Focus Group/One on one meetings with designated personnel from the executive team. The input received from the focus groups/interviews will help to build the agenda for the workshop. ■ Design and facilitate a two-day (16 hour) team building workshop for the City of National City Executive Team (Department Heads). The workshop dates are TBD in 2026. The topics covered could include any of the following: 1. Leadership and Accountability 2. Effective Communication and Conflict Resolution 3. Relationship Building 4. Wellness and Self -Care * * * The goal of the workshop is to provide a safe and welcoming environment for all participants to engage and share in an honest and professional manner. * * * ■ City of National City (NC) will be responsible for executing the following details: ■ NC will provide a location/venue for the duration of the workshop. Ideally, this will be an off -site location to allow participants to feel more comfortable. The room provided should have adequate space for all attendees, as well as AV capabilities for presentations. ■ NC will notify Chief Leadership immediately of any requested changes to the scope of work. ■ NC agrees to pay Chief Leadership for services described above, on terms agreed upon by both parties. . _ 1N1FF' 1442 E. Lincoln Ave #482, Orange, CA 92865 1 714.497.3025 1 Charles@ChiefLeadership.com The fee for the facilitation of an 8-hour workshop is $5,000 per day. The focus groups/program design fee for this modified workshop is $1,000 Travel costs ($500) per consultant. (Jeff Parker and Charles Celano) The total cost of this proposal is $12,000. 2 days of facilitation: $10,000 Focus Group/Design Fee: $1,000 Travel Costs for 2 consultants: $1,000 100% of the fee will be invoiced 30 days prior to the event date. ($12,000) If you have questions regarding this proposal, feel free to contact me at the number or email address below. Thank you for your consideration, Charles F. Celano Jr. CEO and Founder Chief Leadership 714.497.3025 Charles@chiefleadership.com I have read and agree to the terms of this agreement as o and associated fees. At;eT� 6A0 _ Print Name Si l Z I b Z� Date ined in the above scope of work 1442 E. Lincoln Ave #482, Orange, CA 92865 1 714.497.3025 1 Charles@ChiefLeadership.com ® DATE (MM/DD/YYYY) CERTIFICATE OF LIABILITY INSURANCE 01/12/2026 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT NAME: AP Intego Insurance Group, LLC PHONE A/C No 1075 Main Street, Suite 220 E-MAIL port ainte o.com ADDRESS: su p @ p g Waltham. MA 02451 INSURERS AFFORDING COVERAGE NAICS INSURER A : Sequoia Insurance Company 22985 INSURED INSURER 8 : Charles Celano and Associates DBA Chief Leadership INSURER C : _ 2340 N Maplewood St INSURER D : Orange CA 92865 INSURER F rn111=DAr_I=c rcDTlclreTG NIIIIM[tIGR• R9=VISIr1N NIIMRFR- THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE ADDL SUER POLICY NUMBER EFF MM/DPOLD//YYYY Y EXP DD MlYY MM/Y LIMITS COMMERCIAL GENERAL LIABILITY CLAIMS -MADE OCCUR EACH OCCURRENCE - $ DAMAGE TO PREMISES EaEoccurrence) $ MED EXP (Any one person) $ PERSONAL & ADV INJURY $ GEN'L AGGREGATE LIMIT APPLIES PER: POLICY E PETF7LOC OTHER: GENERAL AGGREGATE $ PRODUCTS - COMP/OP AGG $ $ AUTOMOBILE LIABILITY ANY AUTO OWNED SCHEDULED AUTOS ONLY AUTOS HIRED NON -OWNED AUTOS ONLY AUTOS ONLY COMBINED SINGLE LIMIT Ea accident $ BODILY INJURY (Per person) $ BODILY INJURY (Per accident) $ PROPERTY DAMAGE (Per accident $ $ UMBRELLA LIAB EXCESS LIAB OCCUR EACH OCCURRENCE $ HCLAIMS-MADE AGGREGATE $ DIED I I RETENTION $ A WORKERS COMPENSATION AND EMPLOYERS' LIABILITY ANYPROPRIETOR/PARTNER/EXECUTIVE Y f N OFFICER/MEMBEREXCLUDED? F7 (Mandatory In NH) If Yes, describe under DESCRIPTION OF OPERATIONS below NIA X OWC1431021 01/14/2025 01/14/2026 H FTT$ X STATUTE ER E.L. EACH ACCIDENT $ 1,000,000 E.L. DISEASE - EA EMPLOYEE $ 1,000,000 E.L. DISEASE - POLICY LIMIT $ 1,000,000 DESCRIPTION OF OPERATIONS I LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Waiver of Subrogation is granted in favor of City of National City in regard to the Workers' Compensation. CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN City of National City ACCORDANCE WITH THE POLICY PROVISIONS. 1243 National City Boulevard AUTHORIZED REPRESENTATIVE National City, CA 91950 © 1988-2015 ACORD C PORATION. All rights reserved. ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD WORKERS COMPENSATION AND EMPLOYERS LIABILITY INSURANCE POLICY WC 04 03 06 (Ed. 04-84) WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT - CALIFORNIA We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) You must maintain payroll records accurately segregating the remuneration of your employees while engaged in the work described in the Schedule. The additional premium for this endorsement shall be 5% of the California workers' compensation premium otherwise due on such remuneration. Person or Organization City of National City 1243 National Cityy Boulevard National City CA 91950 Schedule Job Description Leadership training and coaching. Verbal teaching. This endorsement changes the policy to which it is attached and is effective on the date issued unless otherwise stated. (The information below is required only when this endorsement is issued subsequent to preparation of the policy.) Endorsement Effective 2/2/2026 Policy No. TSP4729887 Endorsement No. 1 Insured Charles Celano and Associates DBA Chief Leadership Premium $ 1,050 Insurance Company Technology Insurance Company, Inc. Countersigned by WC 04 03 06 (Ed. 04-84 ) ® DATE (VYYY) A CERTIFICATE OF LIABILITY INSURANCE o1/13/20262oz6 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT NAME: BIBERK PHONN E . 844-472-0967 FAAICC No: 203-654-3613 P.O. Box 113247 E-MAIL customerservice@biBERK.com Stamford, CT 06911 ADDRESS: INSURERS AFFORDING COVERAGE I NAIC • INSURER A: Berkshire Hathaway Direct Insurance Company 1 10391 INSURED INSURER B: Charles Celano And Associates Chief Leadership INSURERC: 1442 E. Lincoln Ave INSURERD: 482 INSURER E : Orange, CA 92865 INSURER F: rnvcDAd-_re !`rDTIrIe ATG NnlnArtrD• RFVIRION NIIMRFR: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR TYPE OF INSURANCE ADDL SUBR POLICY NUMBER MID POLICY EFF MPMILDIC EYIY LTR LIMITS X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 2,000,000 CLAIMS -MADE X OCCUR DAMAGE TO RENTEIY__ PREMISES(Ea occurtenos $ 50,000 A X N9BP493792 10/19/2025 10/19/2026 MED EXP (Any one person) $ 5,000 PERSONAL & ADV INJURY $ Excluded GEN'L AGGREGATE UMIT APPLIES PER: GENERAL AGGREGATE $ 4,000,000 RPOLICY JJEEC7 71 LOC PRODUCTS -COMP/OPAGG $ 4,000,000 X OTHER: AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT accident $ BODILY INJURY (Per person) $ ANY AUTO OWNED SCHEDULED BODILY INJURY (Per accident) $ AUTOS ONLY AUTOS PROPERTY DAMAGE Per accident) $ HIRED NON -OWNED AUTOS ONLY AUTOS ONLY $ UMBRELLA LIAB OCCUR EACHOCCURRENCE $ AGGREGATE EXCESS LIAB CLAIMS -MADE $ DED I I RETENTION $ $ WORKERS COMPENSATION STATUTH E ER AND EMPLOYERS' LIABILITY YIN ANYPROPRIETORIPARTNER/EXECUTIVE E.L. EACH ACCIDENT $ OFFICERIMEMBEREXCLUDED? ❑ N / A (Mandatory In NH) E.L. DISEASE- EA EMPLOYEE $ E.L. DISEASE - POLICY LIMIT $ If yes, describe under DESCRIPTION OF OPERATIONS below Professional Liability (Errors & Per Occurrence/ 1,000.000/ A Omissions): Claims -Made N9PL935071 10/14/2025 10/14/2026 Aggregate 1,000,000 DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (ACORO 101, Additional Remarks Schedule, may be attached if more space is required) City of National City is listed as additional insured as it pertains to general liability (see endorsement attached). CFRTIFICATF HOI DFR CANCELLATION City of National City 1243 National City Blvd. National City, CA 91950 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE l _ U 1988-ZU1 S ACUKU GUKIIUKA I IVN. All rlgnLs reserveu. ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD DATE(MM/DD/YYYY) AGENCY CUSTOMER ID: 01/13/2026 LOC #: ACORL® ADDITIONAL REMARKS SCHEDULE Page 3 of AGENCY NAMEDINSURED BIBERK Charles Celano And Associates Chief Leadership POLICY NUMBER N9BP493792 1442 E. Lincoln Ave 482 CARRIER NAIL CODE Berkshire Hathaway Direct Insurance Company �10391 1 EFFECT E DATE: (NN/DD/YYYY) 1 19 2025-10 19 2026 THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER: ACORD 25FORM TITLE: CERTIFICATE OF LIABILITY INSURANCE DESCRIPTION OF OPERATIONS / LOCATIONS /VEHICLES - CONTINUANCE This policy is primary as to losses it covers, and the Insurer will not seek contribution if there is a written agreement between the insured and the certificate holder. San Joaquin County ISAOA/ATIMA is listed as additional insured as it pertains to general liability. City of Menifee ISAOA/ATIMA is listed as additional insured as it pertains to general liability. ACORD 101 (2008/01) © 2008 ACORD CORPORATION. All ngnts reservea. The ACORD name and logo are registered marks of ACORD ® DATE (MM/DDIYYYY) ACOR" CERTIFICATE OF PROPERTY INSURANCE ili�. 01/13/2026 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. PRODUCER CONTACTueneF BIBERK P.O. Box 113247 Stamford, CT 06911 INSURED Charles Celano And Associates Chief Leadership 1442 E. Lincoln Ave 482 (844)472-0967 salessuoDort@biberk. AFFORDING COVERAGE away Direct Insu1 Orange CA 92865 1 INSURERF: I rnvr-DAr-Ice rI-DTIFIreTF NIIMRFD• RFVISIr1N NIIMRFR• LOCATION OF PREMISES I DESCRIPTION OF PROPERTY (Attach ACORD 101, Additional Remarks Schedule, if more space is required) Location: 1442 E. Lincoln Ave, 482 Orange, CA 92865 Bldg #001: Consultants - Computer and Management - 4167501 THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR TYPE OF INSURANCE POLICY NUMBER POLICY EFFECTIVE % POLICY EXPIRATION COVERED PROPERTY LIMITS LTR '.. DATE (MMIMIYYYY) DATE (MMIDDIYYYY) X PROPERTY CAUSES OF LOSS DEDUCTIBLES N9BP493792 10/19/2025 10/19/2026 BUILDING PERSONAL PROPERTY BUSINESSINCOME EXPENSE RENTALVALUE BLANKET BUILDING BLANKET PERS PROP BLANKET BLDG & PP $ Q $ 0- $ 0 $ 0 $ $ n a BASIC BUILDING 250 BROAD CONTENTSEXTRA X SPECIAL EARTHQUAKE WIND $ nja FLOOD $ $ $ INLAND MARINE OF LOSS NAMED PERILS TYPE OF POLICY $ CAUSES $ POLICY NUMBER $ $ CRIME E OF POLICY H $ $ BOILER & MACHINERY 1 EQUIPMENT BREAKDOWN $ $ SPECIAL CONDITIONS I OTHER COVERAGES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) nl llCl'f ('A hit,1FI 1 a I It I SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN City of National City ACCORDANCE WITH THE POLICY PROVISIONS. 1243 National City Blvd. AUTHORIZED REPRESENTATIVE National City, CA 91950 U 1885-ZUI0 AGUKU L-UKNUKA I IL)N. AU ngnis reserveu. ACORD 24 (2016103) The ACORD name and logo are registered marks of ACORD POLICY NUMBER: N9BP493792 BUSINESSOWNERS BP 04 48 01 06 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - DESIGNATED PERSON OR ORGANIZATION This endorsement modifies insurance provided under the following: BUSINESSOWNERS COVERAGE FORM SCHEDULE Name Of Additional Insured Persons Or Organ izations : City of National City Information required to complete this Schedule, if not shown above, will be shown in the Declarations. The following is added to Paragraph C. Who Is An Insured in Section II — Liability: 3. Any person(s) or organization(s) shown in the Schedule is also an additional insured, but only with respect to liability for "bodily injury", "property damage" or "personal and advertising injury" caused, in whole or in part, by your acts or omis- sions or the acts or omissions of those acting on your behalf in the performance of your ongoing operations or in connection with your premises owned by or rented to you. BP 04 48 01 06 © ISO Properties, Inc., 2004 Page 1 of 1 Chief Leadership.com To: The City of Costa Mesa, HR/Finance Department From: Charles Celano, Chief Leadership October 20th, 2025 To whom it may concern, This letter serves to inform The City of Costa Mesa and its representatives that Chief Leadership and its employees have automobile insurance as required by the state of California. Chief Leadership and its employees understand that transportation to and from, while working on behalf of the City (including while vehicles are on City property) will be the responsibility of Chief Leadership and/or the employees of Chief Leadership. Date: 10/20/2025 Signed: Charles Celano, CEO G�-- (t, CHIEF LEADERSHIP 1442 E. Lincoln Ave. #482, Orange, CA 92865 Charles@ChiefLeadership.com 1 714-497-3025 1 ChiefLeadership.com Request for Taxpayer Give Form to the Form Identification Number and Certification requester. Do not (Rev. October2018) Department of the Treasury send to the IRS. Internal Revenue Service ► Go to www.irs.gov/FormW9 for instructions and the latest information. 1 Name (as shown on your income tax return). Name is required on this line; do not leave this line blank. Charles F Celano Jr 2 Business name/disregarded entity name, if different from above Charles Celano and Associates LLC (DBA Chief Leadership) M 3 Check appropriate box for federal tax classification of the person whose name is entered on line 1. Check only one of the 4 Exemptions (codes apply only to following seven boxes. certain entities, not individuals; see ca a instructions on page 3): o [IIndividual/sole proprietor or ElC Corporation ElS Corporation ElPartnership ElTrust/estate c single -member LLC Exempt payee code (if any) 0.2 ❑✓ Limited liability company. Enter the tax classification (C=C corporation, S=S corporation, P=Partnership) ► S `p ;? Note: Check the appropriate box in the line above for the tax classification of the single -member owner. Do not check Exemption from FATCA reporting to LLC if the LLC is classified as a single -member LLC that is disregarded from the owner unless the owner of the LLC is code if an ( y) a another LLC that is not disregarded from the owner for U.S. federal tax purposes. Otherwise, a single -member LLC that o w is disregarded from the owner should check the appropriate box for the tax classification of its owner. d ❑ Other (see instructions) ► (Applies to accounts maintained outside Me U.S.) y 5 Address (number, street, and apt. or suite no.) See instructions. Requester's name and address (optional) 1442 E. Lincoln Ave #482 6 City, state, and ZIP code Orange, CA 92865 7 List account number(s) here (optional) IMB Taxpayer Identification Number (TIN) Enter your TIN in the appropriate box. The TIN provided must match the name given on line 1 to avoid Social security number backup withholding. For individuals, this is generally your social security number (S. However, for a resident alien, sole proprietor, or disregarded entity, see the instructions for Part I, later. For other - - 11E] entities, it is your employer identification number (EIN). If you do not have a number, see How to get a TIN, later. or Note: If the account is in more than one name, see the instructions for line 1. Also see What Name and FTFployer identification number Number To Give the Requester for guidelines on whose number to enter. 8 3- 0 1 7 1 0 1 6 1 5 1 0 1 2 Certification Under penalties of perjury, I certify that: 1. The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to be issued to me); and 2. 1 am not subject to backup withholding because: (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding; and 3. 1 am a U.S. citizen or other U.S. person (defined below); and 4. The FATCA code(s) entered on this form (if any) indicating that I am exempt from FATCA reporting is correct. Certification instructions. You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup withholding because you have failed to report all interest and dividends on your tax return. For real estate transactions, item 2 does not apply. For mortgage interest paid, acquisition or abandonment of secured property, cancellation of debt, contributions to an individual retirement arrangement (IRA), and generally, payments other than interest and dividends, you are not required to sign the certification, but you must provide your correct TIN. See the instructions for Part 11, later. Sign Signature of �% ` _2('.QQ c C>1/0(p/1-%� Here U.S. person ► (�7.CL Date ► General Instructions Section references are to the Internal Revenue Code unless otherwise noted. Future developments. For the latest information about developments related to Form W-9 and its instructions, such as legislation enacted after they were published, go to www.irs.gov/FormW9. Purpose of Form An individual or entity (Form W-9 requester) who is required to file an information return with the IRS must obtain your correct taxpayer identification number (TIN) which may be your social security number (SSN), individual taxpayer identification number (ITIN), adoption taxpayer identification number (ATIN), or employer identification number (EIN), to report on an information return the amount paid to you, or other amount reportable on an information return. Examples of information returns include, but are not limited to, the following. • Form 1099-INT (interest earned or paid) • Form 1099-DIV (dividends, including those from stocks or mutual funds) • Form 1099-MISC (various types of income, prizes, awards, or gross proceeds) • Form 1099-B (stock or mutual fund sales and certain other transactions by brokers) • Form 1099-S (proceeds from real estate transactions) • Form 1099-K (merchant card and third party network transactions) • Form 1098 (home mortgage interest), 1098-E (student loan interest), 1098-T (tuition) • Form 1099-C (canceled debt) • Form 1099-A (acquisition or abandonment of secured property) Use Form W-9 only if you are a U.S. person (including a resident alien), to provide your correct TIN. If you do not return Form W-9 to the requester with a TIN, you might be subject to backup withholding. See What is backup withholding, later. Cat. No. 10231X Form W-9 (Rev. 10-2018)