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HomeMy WebLinkAbout2012 CON California Property Specialists - Amortization WestsideAGREEMENT BY AND BETWEEN THE CITY OF NATIONAL CITY AND CALIFORNIA PROPERTY SPECIALISTS, INC. THIS AGREEMENT is entered into this 1ST day of August, 2012, by and between the CITY OF NATIONAL CITY, a municipal corporation (the "CITY"), and California Property Specialists, Inc., a California Corporation (the "CONSULTANT"). RECITALS WHEREAS, the CITY desires to employ a CONSULTANT to provide Implementation Services for the Amortization of Non -conforming Uses in the Weside Specific Plan Area. WHEREAS, the CITY has determined that the CONSULTANT is a corporation and is qualified by experience and ability to perform the services desired by the CITY, and the CONSULTANT is willing to perform such services. NOW, THEREFORE, THE PARTIES HERETO DO MUTUALLY AGREE AS FOLLOWS: 1. ENGAGEMENT OF CONSULTANT. The CITY agrees to engage the CONSULTANT, and the CONSULTANT agrees to perform the services set forth here in accordance with all terms and conditions contained herein. The CONSULTANT represents that all services shall be performed directly by the CONSULTANT or under direct supervision of the CONSULTANT. 2. SCOPE OF SERVICES. The CONSULTANT will perform implementation of the amortization of non -conforming uses in the Westside Specific Plan area as set forth in the attached Exhibit "A". The CONSULTANT shall be responsible for all research and reviews related to the work and shall not rely on personnel of the CITY for such services, except as authorized in advance by the CITY. The CONSULTANT shall appear at meetings specified in Exhibit "A" to keep staff and City Council advised of the progress on the Project. 3. PROJECT COORDINATION AND SUPERVISION. Brad Raulston, Executive Director hereby is designated as the Project Coordinator for the CITY and will monitor the progress and execution of this Agreement. The CONSULTANT shall assign a single Project Director to provide supervision and have overall responsibility for the progress and execution of this Agreement for the CONSULTANT. Mike Garcia thereby is designated as the Project Director for the CONSULTANT. 1 City of National City and California Property Specialists, Inc. August 1, 2012 —June 30, 2013 4. COMPENSATION AND PAYMENT. The compensation for the CONSULTANT shall be based on monthly billings covering actual work performed. Billings shall include labor classifications, respective rates, hours worked and also materials, if any. The total cost for all work described in Exhibit "A" shall not exceed $25,000.00. Monthly invoices will be processed for payment and remitted within thirty (30) days from receipt of invoice, provided that work is accomplished consistent with Exhibit "A", as determined by the CITY. The CONSULTANT shall maintain all books, documents, papers, employee time sheets, accounting records, and other evidence pertaining to costs incurred, and shall make such materials available at its office at all reasonable times during the term of this Agreement and for three (3) years from the date of final payment under this Agreement, for inspection by the CITY, and for furnishing of copies to the CITY, if requested. 5. ACCEPTABILITY OF WORK. The City shall decide any and all questions which may arise as to the quality or acceptability of the services performed and the manner of performance, the acceptable completion of this Agreement, and the amount of compensation due. In the event the CONSULTANT and the City cannot agree to the quality or acceptability of the work, the manner of performance and/or the compensation payable to the CONSULTANT in this Agreement, the City or the CONSULTANT shall give to the other written notice. Within ten (10) business days, the CONSULTANT and the City shall each prepare a report which supports their position and file the same with the other party. 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. EFFECTIVE DATE AND LENGTH OF AGREEMENT. This Agreement will become effective for the period of August 1, 2012 through June 30, 2013. Completion dates or time durations for specific portions of the Project are set forth in Exhibit "A". 7. DISPOSITION AND OWNERSHIP OF DOCUMENTS. The Memoranda, Reports, Maps, Drawings, Plans, Specifications, and other documents prepared by the CONSULTANT for this Project, whether paper or electronic, shall become the property of the CITY for use with respect to this Project, and shall be turned over to the CITY upon completion of the Project, or any phase thereof, as contemplated by this Agreement. Contemporaneously with the transfer of documents, the CONSULTANT hereby assigns to the CITY, and CONSULTANT thereby expressly waives and disclaims any copyright in, and the right to reproduce, all written material, drawings, plans, specifications, or other work prepared under this Agreement, except upon the CITY'S prior authorization regarding reproduction, which authorization shall not be unreasonably withheld. The CONSULTANT shall, upon request of the CITY, execute any further document(s) necessary to further effectuate this waiver and disclaimer. The CONSULTANT agrees that the CITY may use, reuse, alter, reproduce, modify, assign, transfer, or in any other way, medium, or method utilize the CONSULTANT'S written work product for the CITY'S purposes, and the CONSULTANT expressly waives and 2 City of National City and California Property Specialists, Inc. August 1, 2012 — June 30. 2013 disclaims any residual rights granted to it by Civil Code Sections 980 through 989 relating to intellectual property and artistic works. Any modification or reuse by the CITY of documents, drawings, or specifications prepared by the CONSULTANT shall relieve the CONSULTANT from liability under Section 14, but only with respect to the effect of the modification or reuse by the CITY, or for any liability to the CITY should the documents be used by the CITY for some project other than what was expressly agreed upon within the Scope of this project, unless otherwise mutually agreed. 8. INDEPENDENT CONTRACTOR. Both parties hereto in the performance of this Agreement will be acting in an independent capacity and not as agents, employees, partners, or joint venturers with one another. Neither the CONSULTANT nor the CONSULTANT'S employees are employees of the CITY, and are not entitled to any of the rights, benefits, or privileges of the CITY'S employees, including but not limited to retirement, medical, unemploy- ment, or workers' compensation insurance. This Agreement contemplates the personal services of the CONSULTANT and the CONSULTANT'S employees, and it is recognized by the parties that a substantial inducement to the CITY for entering into this Agreement was, and is, the professional reputation and competence of the CONSULTANT and its employees. Neither this Agreement nor any interest herein may be assigned by the CONSULTANT without the prior written consent of the CITY. Nothing herein contained is intended to prevent the CONSULTANT from employing or hiring as many employees, or SUBCONSULTANTS, as the CONSULTANT may deem necessary for the proper and efficient performance of this Agreement. All agreements by CONSULTANT with its SUBCONSULTANT(S) shall require the SUBCONSULTANT(S) to adhere to the applicable terms of this Agreement. 9. CONTROL. Neither the CITY nor its officers, agents, or employees shall have any control over the conduct of the CONSULTANT or any of the CONSULTANT'S employees, except as herein set forth, and the CONSULTANT or the CONSULTANT'S agents, servants, or employees are not in any manner agents, servants, or employees of the CITY, it being understood that the CONSULTANT its agents, servants, and employees are as to the CITY wholly independent CONSULTANT, and that the CONSULTANT'S obligations to the CITY are solely such as are prescribed by this Agreement. 10. COMPLIANCE WITH APPLICABLE LAW. The CONSULTANT, in the performance of the services to be provided herein, shall comply with all applicable state and federal statutes and regulations, and all applicable ordinances, rules, and regulations of the City of National City, whether now in force or subsequently enacted. The CONSULTANT and each of its SUBCONSULTANT(S), shall obtain and maintain a current City of National City business license prior to and during performance of any work pursuant to this Agreement. 11. LICENSES, PERMITS, ETC. The CONSULTANT represents and covenants that it has all licenses, permits, qualifications, and approvals of whatever nature that are legally required to practice its profession. The CONSULTANT represents and covenants that the CONSULTANT shall, at its sole cost and expense, keep in effect at all times during the term of 3 City of National City and California Property Specialists, Inc. August 1, 2012 — June 30.2013 this Agreement, any license, permit, or approval which is legally required for the CONSULTANT to practice its profession. 12. STANDARD OF CARE. A. The CONSULTANT, in performing any services under this Agreement, shall perform in a manner consistent with that level of care and skill ordinarily exercised by members of the CONSULTANT'S trade or profession currently practicing under similar conditions and in similar locations. The CONSULTANT shall take all special precautions necessary to protect the CONSULTANT'S employees and members of the public from risk of harm arising out of the nature of the work and/or the conditions of the work site. B. Unless disclosed in writing prior to the date of this Agreement, the CONSULTANT warrants to the CITY that it is not now, nor has it for the five (5) years preceding, been debarred by a governmental agency or involved in debarment, arbitration or litigation proceedings concerning the CONSULTANT'S professional performance or the furnishing of materials or services relating thereto. C. The CONSULTANT is responsible for identifying any unique products, treatments, processes or materials whose availability is critical to the success of the project the CONSULTANT has been retained to perform, within the time requirements of the CITY, or, when no time is specified, then within a commercially reasonable time. Accordingly, unless the CONSULTANT has notified the CITY otherwise, the CONSULTANT warrants that all products, materials, processes or treatments identified in the project documents prepared for the CITY are reasonably commercially available. Any failure by the CONSULTANT to use due diligence under this sub -paragraph will render the CONSULTANT liable to the CITY for any increased costs that result from the CITY'S later inability to obtain the specified items or any reasonable substitute within a price range that allows for project completion in the time frame specified or, when not specified, then within a commercially reasonable time. 13. 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. 14. CONFIDENTIAL INFORMATION. The CITY may from time to time communicate to the CONSULTANT certain confidential information to enable the CONSULTANT to effectively perform the services to be provided herein. The CONSULTANT shall treat all such information as confidential and shall not disclose any part thereof without the prior written consent of the CITY. The CONSULTANT shall limit the use and circulation of such information, even within its own organization, to the extent necessary to perform the services to be provided herein. The foregoing obligation of this Section 13, however, shall not 4 City of National City and California Property Specialists. Inc. August 1, 2012 — June 30, 2013 apply to any part of the information that (i) has been disclosed in publicly available sources of information; (ii) is, through no fault of the CONSULTANT, hereafter disclosed in publicly available sources of information; (iii) is already in the possession of the CONSULTANT without any obligation of confidentiality; or (iv) has been or is hereafter rightfully disclosed to the CONSULTANT by a third party, but only to the extent that the use or disclosure thereof has been or is rightfully authorized by that third party. The CONSULTANT shall not disclose any reports, recommendations, conclusions or other results of the services or the existence of the subject matter of this Agreement without the prior written consent of the CITY. In its performance hereunder, the CONSULTANT shall comply with all legal obligations it may now or hereafter have respecting the information or other property of any other person, firm or corporation. CONSULTANT shall be liable to CITY for any damages caused by breach of this condition, pursuant to the provisions of Section 14. 15. INDEMNIFICATION AND HOLD HARMLESS. The CONSULTANT agrees to defend, indemnify and hold harmless the City of National City, its officers and employees, against and from any and all liability, loss, damages to property, injuries to, or death of any person or persons, and all claims, demands, suites, 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, or employees. 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. 16. WORKERS' COMPENSATION. The CONSULTANT shall comply with all of the provisions of the Workers' Compensation Insurance and Safety Acts of the State of California, the applicable provisions of Division 4 and 5 of the California Government Code and all amendments thereto; and all similar State or federal acts or laws applicable; and shall indemnify, and hold harmless the CITY and its officers, and employees from and against all claims, demands, payments, suits, actions, proceedings, and judgments of every nature and description, including reasonable attorney's fees and defense costs presented, brought or recovered against the CITY or its officers, employees, or volunteers, for or on account of any liability under any of said acts which may be incurred by reason of any work to be performed by the CONSULTANT under this Agreement. 17. INSURANCE. The CONSULTANT, at its sole cost and expense, shall purchase and maintain, and shall require its SUBCONSULTANT(S), when applicable, to purchase and maintain throughout the term of this Agreement, the following checked insurance policies: A. M If checked, Professional Liability Insurance (errors and omissions) with minimum limits of $1,000,000 per occurrence. 5 City of National City and California Property Specialists, Inc. August 1, 2012 — June 30, 2013 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 ("any auto"). The policy shall name the CITY and its officers, agents and employees as additional insureds, and a separate additional insured endorsement shall be provided. C. Commercial General Liability Insurance, with minimum limits of $2,000,000 per occurrence and $4,000,000 aggregate, covering all bodily injury and property damage arising out of its operations under this Agreement. The policy shall name the CITY and its officers, agents and employees as additional insureds, and a separate additional insured endorsement shall be provided. The general aggregate limit must apply solely to this "project" or "location". 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 to the CITY of cancellation or material change: F. 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. G. Insurance shall be written with only California admitted companies that hold a current policy holder's alphabetic and financial size category rating of not less than A VIlI according to the current Best's Key Rating Guide, or a company 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 California List of Eligible Surplus Lines Insurers (LESLI list) and otherwise meet rating requirements. H. 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 of such insurance policies in full force and effect at all times during the terms of this Agreement, the CITY may elect to treat the failure to maintain the requisite insurance as a breach of this Agreement and terminate the Agreement as provided herein. I. All deductibles and self -insured retentions in excess of $10,000 must be disclosed to and approved by the CITY. 18. LEGAL FEES. If any party brings a suit or action against the other party arising from any breach of any of the covenants or agreements or any inaccuracies in any of the 6 City of National City and California Property Specialists, Inc. August 1, 2012 — June 30, 2013 representations and warranties on the part of the other party arising out of this Agreement, then in that event, the prevailing party in such action or dispute, whether by final judgment or out -of - court settlement, shall be entitled to have and recover of and from the other party all costs and expenses of suit, including attorneys' fees. For purposes of determining who is to be considered the prevailing party, it is stipulated that attorney's fees incurred in the prosecution or defense of the action or suit shall not be considered in determining the amount of the judgment or award. Attorney's fees to the prevailing party if other than the CITY shall, in addition, be limited to the amount of attorney's fees incurred by the CITY in its prosecution or defense of the action, irrespective of the actual amount of attorney's fees incurred by the prevailing party. 19. MEDIATION/ARBITRATION. If a dispute arises out of or relates to this Agreement, or the breach thereof, the parties agree first to try, in good faith, to settle the dispute by mediation in San Diego, California, in accordance with the Commercial Mediation Rules of the American Arbitration Association (the "AAA") before resorting to arbitration. The costs of mediation shall be borne equally by the parties. Any controversy or claim arising out of, or relating to, this Agreement, or breach thereof, which is not resolved by mediation shall be settled by arbitration in San Diego, California, in accordance with the Commercial Arbitration Rules of the AAA then existing. Any award rendered shall be final and conclusive upon the parties, and a judgment thereon may be entered in any court having jurisdiction over the subject matter of the controversy. The expenses of the arbitration shall be borne equally by the parties to the arbitration, provided that each party shall pay for and bear the costs of its own experts, evidence and attorneys' fees, except that the arbitrator may assess such expenses or any part thereof against a specified party as part of the arbitration award. 20. TERMINATION. A. This Agreement may be terminated with or without cause by the CITY. Termination without cause shall be effective only upon 60-day's written notice to the CONSULTANT. During said 60-day period the CONSULTANT shall perform all services in accordance with this Agreement. B. This Agreement may also be terminated immediately by the CITY for cause in the event of a material breach of this Agreement, misrepresentation by the CONSULTANT in connection with the formation of this Agreement or the performance of services, or the failure to perform services as directed by the CITY. C. Termination with or without cause shall be effected by delivery of written Notice of Termination to the CONSULTANT as provided for herein. D. In the event of termination, all finished or unfinished Memoranda Reports, Maps, Drawings, Plans, Specifications and other documents prepared by the CONSULTANT, whether paper or electronic, shall immediately become the property of and be delivered to the CITY, and the CONSULTANT shall be entitled to receive just and equitable compensation for any work satisfactorily completed on such documents and other materials up to the effective date of the Notice of Termination, not to exceed the amounts payable hereunder, and less any damages caused the CITY by the CONSULTANT'S breach, if any. Thereafter, ownership of said written material shall vest in the CITY all rights set forth in Section 6. 7 City of National City and California Property Specialists, Inc. August 1, 2012 —June 30, 2013 E. The CITY further reserves the right to immediately terminate this Agreement upon: (1) the filing of a petition in bankruptcy affecting the CONSULTANT; (2) a reorganization of the CONSULTANT for the benefit of creditors; or (3) a business reorganization, change in business name or change in business status of the CONSULTANT. 21. NOTICES. All notices or other communications required or permitted hereunder shall be in writing, and shall be personally delivered; or sent by overnight mail (Federal Express or the like); or sent by registered or certified mail, postage prepaid, return receipt requested; or sent by ordinary mail, postage prepaid; or telegraphed or cabled; or delivered or sent by telex, telecopy, facsimile or fax; and shall be deemed received upon the earlier of (i) if personally delivered, the date of delivery to the address of the person to receive such notice, (ii) if sent by overnight mail, the business day following its deposit in such overnight mail facility, (iii) if mailed by registered, certified or ordinary mail, five (5) days (ten (10) days if the address is outside the State of California) after the date of deposit in a post office, mailbox, mail chute, or other like facility regularly maintained by the United States Postal Service, (iv) if given by telegraph or cable, when delivered to the telegraph company with charges prepaid, or (v) if given by telex, telecopy, facsimile or fax, when sent. Any notice, request, demand, direction or other communication delivered or sent as specified above shall be directed to the following persons: To CITY: Brad Raulston Executive Director Office of the City Manager City of National City 1243 National City Boulevard National City, CA 91950-4301 To CONSULTANT: Mike Garcia Principal California Property Specialists, Inc. 27782 Vista Del Lago, C-29 Mission Viejo, CA 92692 Notice of change of address shall be given by written notice in the manner specified in this Section. Rejection or other refusal to accept or the inability to deliver because of changed address of which no notice was given shall be deemed to constitute receipt of the notice, demand, request or communication sent. Any notice, request, demand, direction or other communication sent by cable, telex, telecopy, facsimile or fax must be confirmed within forty- eight (48) hours by letter mailed or delivered as specified in this Section. 22. CONFLICT OF INTEREST AND POLITICAL REFORM ACT OBLIGATIONS. During the term of this Agreement, the CONSULTANT shall not perform services of any kind for any person or entity whose interests conflict in any way with those of the City of National City. The CONSULTANT also agrees not to specify any product, treatment, process or material for the project in which the CONSULTANT has a material financial interest, 8 City of National City and California Property Specialists. Inc. August 1, 2012 — June 30, 2013 either direct or indirect, without first notifying the CITY of that fact. The CONSULTANT shall at all times comply with the terms of the Political Reform Act and the National City Conflict of Interest Code. The CONSULTANT shall immediately disqualify itself and shall not use its official position to influence in any way any matter coming before the CITY in which the CONSULTANT has a financial interest as defined in Government Code Section 87103. The CONSULTANT represents that it has no knowledge of any financial interests that would require it to disqualify itself from any matter on which it might perform services for the CITY. ❑ If checked, the CONSULTANT shall comply with all of the reporting requirements of the Political Reform Act and the National City Conflict of Interest Code. Specifically, the CONSULTANT shall file a Statement of Economic Interests with the City Clerk of the City of National City in a timely manner on forms which the CONSULTANT shall obtain from the City Clerk. The CONSULTANT shall be strictly liable to the CITY for all damages, costs or expenses the CITY may suffer by virtue of any violation of this Paragraph 22 by the CONSULTANT. 23. 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. 24. MISCELLANEOUS 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. 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. 9 City of National City and California Property Specialists, Inc. August 1. 2012 — June 30,2013 G. 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. H. Applicable Law. This Agreement shall be governed by and construed in accordance with the laws of the State of California. I. 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. J. 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 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. K. Successors and Assigns. This Agreement shall be binding upon and shall inure to the benefit of the successors and assigns of the parties hereto. L. 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) each party and such party's counsel and advisors have reviewed this Agreement, (v) each party has agreed to enter into this Agreement following such review and the rendering of such advice, and (vi) 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 first above written. CITY OF NATIONAL CITY Leslie Deese, City Manager OVED AS TO FORM: Claudia G. Silva City Attorney 10 CALIFORNIA PROPERTY SPECIALISTS, INC. (Corporation — signatures of two (2) corporate officers) By: (Name) cA(,T �ca2 .1-0eiJcnSen ((Print) 1 GSt ot Cr\'f (Title) City of National City and California Property Specialists. Inc. August 1, 2012 — tune 30. 2013 By: (Name) (Print) (Title) 11 City of National City and California Property Specialists, Inc. August 1, 2012 —June 30, 2013 EXHIBIT "A" cnsi California Property Specialists, Inc SCOPE OF SERVICES FOR THE WESTSIDE AMORTIZATION The City's community outreach and planning efforts began with the selection of a planning consultant in February 2005 to begin preparation of a Specific Plan for the Westside area. After multiple community workshops to provide input on the Specific Plan, the City Council formally adopted an Amortization Ordinance that defines the process by which legal nonconforming uses are to be amortized out of the Westside Specific Plan area. Non -conforming uses must be discontinued after a period of time has been reached, which has allowed the business to recover their investment. The criteria and the process for ranking non -conforming uses were adopted by the City Council in May 2011 after coordination with the EPA, the Environmental Health Coalition and discussions at the Old Town Neighborhood Council event. In order to implement the amortization of non -conforming uses in the Westside Specific Plan area ("Amortization Process"), CPSI proposes to work closely with legal counsel to follow an Amortization Process that will meet the requirements of the Amortization Ordinance and the ranking of non- conforming uses ("Amortization Ranking") that has been prepared for the City. REPORT TO CITY COUNCIL During the 30-day review period for the release of the Amortization Ranking, comments from the public will be collected and where appropriate and as directed by City staff, CPSI will prepare responses for legal counsel review. After the 30-day review period, CPSI will assist staff in preparing any required City Council staff report for comments received during the public review period. APPRAISAL OF NON -CONFORMING USES The following tasks have been prepared for the appraisal of two to three non -conforming uses following the requirements of the Amortization Ordinance: • Provide an in-depth amortization analysis of select non -conforming uses from the highest ranked non -conforming uses based on the Amortization Ranking. • Work with City staff and legal counsel to review property profiles for the selected two to three non -conforming uses. • Develop a business valuation appraisal of the total cost of land and total cost of improvements to ascertain the investment made by the non -conforming uses. • Work with City staff to make a determination on the adaptability of the land and improvements to a currently permitted use. • Determine a cost estimate of moving and reestablishing the use elsewhere based on a relocation estimate and an appraisal for reestablishment of the business in a new location. • Work with legal counsel to determine whether the use is significantly non -conforming due to its incompatibility with land use patterns and densities of the surrounding neighborhood; the possible threat to public health, safety or welfare; and consideration of other relevant factors. • Assist legal counsel in soliciting input from the two or three non -conforming uses. • Work with City staff to meet and consult with property owners to prepare the amortization schedules. • Develop schedules for implementing amortization of two or three of the selected non- conforming uses from the Amortization Ranking. California Property Specialists, Inc PLANNING COMMISSION PUBLIC HEARING/CITY COUNCIL APPEAL The amortization schedules for the two or three non -conforming uses will be specific to each business and property. The following activities are anticipated for CPSI: • Prepare a Staff recommendation to the Planning Commission for the amortization schedules for two to three non -conforming uses. • Assist City staff in preparing the Planning Commission staff report. • Attend the public hearing where the Planning Commission will consider of the proposed amortization schedules. • AS REQUIRED — If the property owner appeals the decision of the Planning Commission to the City Council, CPSI will be available to answer questions. • Attend the public hearing for City Council consideration of the Planning Commission's recommendation and action to order termination by amortization of the two to three non- conforming uses. WORK PLAN/PROJECT APPROACH California Property Specialists, Inc.'s approach to any National City (City) project will be based on: our extensive knowledge of the southern California area; our key personnel's vast years of knowledge and experience; and an understanding of what it takes to get a relocation assignment from start to finish with successful results. CPSI understands early project planning, identifying project tasks and deliverables, implementation of a quality control system, exceptional project performance, and a sequential outline and understanding of the scope of work, are critical to project success. California Property Specialists, Inc. (CPSI) founders, Kent Jorgensen and Georgia Marquis have over 47 years combined experience in the right of way industry. From company formation, our corporate philosophy is to employ the industry's most experienced staff with an educational program unmatched in the industry. Our staff members are "well seasoned professionals" with an average of over 16 years experience. The firm's team is exceptionally knowledgeable concerning the requirements of 49 CFR, Part 24, the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970, including the recent changes effective February 2005. In addition, our staff is familiar with and has utilized the Uniform Appraisal Standards for Federal Land Acquisitions; California Code of Federal Regulations, Title 25; Housing and Community Development; and the Caltrans Manual. Additionally, CPSI has been approved by Caltrans to work on federally funded projects. CPSI is Pro -active Due to the fact that CPSI Project Managers each have over 20 years experience and each has seen all types of circumstances in regards to project assignments, they are very quick to make the necessary adjustments to meet project time -frames. Important steps in recognizing potential issues are the utilization of the following tools: Early Project Planning CPSI's direct approach consists of CPSI's Principals Kent Jorgensen, Michael Garcia and Georgia Marquis immediately getting actively involved in the project assignment. At the beginning of the project, our Project Management Team will meet with City staff early to determine the project California Property Specialists; Inc requirements and identify project objectives and reporting requirements. Each of these individuals will become very cognizant of the City's project goals and what it takes to achieve them. This begins at project planning and doesn't conclude until after project completion. Tasks and Deliverables Upon receiving the assignment, in preparation for an initial project kick-off meeting, CPSI will immediately begin identifying project tasks and deliverables, project goals and parameters, time -frame schedules, and factors of influence in order to develop a Project Management Plan. By taking this pro- active approach, the initial project kick-off between CPSI and the City will not simply be just a meeting, but a critical building block for project success. These early management steps are one of the reasons CPSI stands alone in their project success record. Kick -Off Meeting CPSI's management staff will meet with the City to review the requirements for the requested services. Emphasis will be placed on reviewing the project requirements, discussing assigned tasks and deliverables, developing project management procedures and identifying critical path and schedule milestones. During the meeting, we will also discuss the City requirements regarding day-to-day coordination with City staff, any other relevant consultants. CPSI Quality Control CPSI has a work ethic and a commitment to excellence that is translated to a high -quality work product and a tremendous client satisfaction. All work performed by CPSI will be performed in accordance with applicable rules and regulations, and in a high -quality and professional manner. As a checks -and - balance system, CPSI has adopted a Quality Control Program (QC Program). Under the direction of Broker and Quality Control Manager, Kent Jorgensen, all CPSI staff members will have a working knowledge of CPSI's Quality Control Plan. This knowledge is implemented into every action, calculation, payment, and record from project beginning to project end. To ensure that this quality is being met, periodic quality/accuracy checks are made by CPSI's Quality Control Manager. Any exceptions are discussed and promptly corrected. To maintain consistency on our projects, CPSI has implemented a uniform filing system. Our project management files and each case file are set up exactly the same way. As a result, no matter who is working on this case, or no matter who is reviewing this case, information can be easily located, updated, and retrieved. crnsi California Property Specialists, Inc RATES/SCHEDULE Project Leads, Michael Garcia/Kent Jorgensen $115.00 per hour Relocation Project Manager, Georgia Marquis $105.00 per hour Project Analyst, Clara Castaneda $95.00 per hour Project Assistant, Jackie Martinez $75.00 per hour All work performed will be charged in accordance with the above rate schedule and each invoice would detail the project and services provided. Invoices for work performed will be issued on a monthly basis. All fees include normal business expenses such as telephone, cellular phone use, facsimiles and normal project products. SCHEDULE CPSI proposes to provide the bulk of these services from August through December 2012. After the Planning Commission and City Council public hearing in January and February 2013 (respectively) CPSI will work with City staff to outline future amortization activities. PROJECT TEAM The following pages provide a short resume for each project team member. 4 c sl California Property Sptda istn, Inc Amortization Implementation - Proposed Staff and Credentials Personnel and Project Role Years Experience Education/Licenses Recent Relevant Projects Experience summary Kent Jorgensen Co -Project Lead 25 years Real Estate and Right of Way Profession 15 years in Project Management B.S., Agricultural Economics & minor in Genetics, University of Nebraska, Lincoln LEAD, Nebraska LEAD Program Graduate, fellowships in China. Japan, and Hong Kong State of California Real Estate Broker License, No. 01174480 SR/WA Designation, International Right of Way Association Relocation Assistance Certified (RAN -RAC) Graduate American School of Mortgage Bankers Member, International Right of Way Association Member, American Public Works Association See chart on Section 4 Page 24 for completed IRWA courses. Bristol Widening — Project Mgr 136 acquisitions 106 relocations Quite Home — Project Mgr. 79 acquisitions Tehachapi Project 187 acquisitions 5. & Meridian — Project Mgr. 19 acquisitions Mr. Jorgensen has over 25 years of real estate related experience in both the public and private sectors. Over the past five years, Mr. Jorgensen has provided right of way project management services to 23 public sector clients totaling over 3,080 case assignments. His specialized expertise includes preparing project cost estimates. right of way data sheets, and support information in preparation of the E-76. Recent experience includes the management of all right of way activities on the $225 million Bristol Street widening project, acquisition manager for the Ontario Quiet Home program, Tehachapi Transmission Line Project and San Bemardino's 5" and Meridian Project. These programs were implemented under the provisions of the Uniform Relocation Assistance and Real properly Acquisition Policies Act of 1970 and FHWA Acquisition and Relocation Policies and Provisions for Federally Assisted Programs and Projects. Michael Garcia Bi-lingual-Eng & Spanish Co -Project Lead 14 years Right of Way Profession 18 years as Community Development Professional M.P.A., Masters of Public Administration with concentration in Urban Planning and Management, California State University Fullerton B.A. Political Science, University of California Irvine California Real Estate Salesperson License, No. 01344056 (expired, renewal in process) Member, California Redevelopment Association Member, Urban Land Institute Member, International Council of Shopping Centers National City - Field Survey and Demographic Study — Project Manager National City -Amortization Ranking — Project Mgr. San Pablo —International Marketplace 21 business acquisitions and relocations Mr. Garcia has been working with Cities to implement Community Development projects since 1993. Mr. Garcia has provided real estate economic analysis, project management, acquisition, relocation, and redevelopment services to the public and private sectors. Over 20 years of broad -based real estate experience within the areas of commercial acquisition and business relocation. He has demonstrated expertise as a liaison to local, stale, and federal agencies; and as a lobbyist on real estate issues. His strengths are illustrated in his comprehensive knowledge of the California political and economic environments as it relates to the real estate market. Mr. Garcia's expertise with community outreach efforts, property and business valuation, and property negotiations are slrengthened by his ability to connect with people and build consensus. Georgia Marquis Bi-lingual-Eng & Spanish Relocation Project Manager 22 years Right of Way Profession 15 years as Relocation Project Management Counseling Certification, CDAC I and II California Real Estate Salesperson License, No. 01769922 RWA Course 105 — Uniform Act Executive Summary RWA Course 501 — Residential Relocation Assistance RWA Course 502—Business Relocation RWA Course 504 — Computing Replacement Housing Payments RWA Course 505 — Advanced Residential Relocation Assistance RWA Course 803 — Eminent Domain Law Basics Member, International Right of Way Association Member, American Public Works Association Tina Pacific — Project Mgr. 40 relocations 5. & Meridian — Project Mgr. 76 relocations Quite Home — Project Mgr. 140 relocations Ms. Marquis has provided project management, acquisition, relocation, and property management services to the private and public sector. Ms. Marquis has successfully managed the acquisition and relocation of over 3,000 cases. Over the span of her career, Ms. Marquis has gained vast knowledge of the state and federal rules and regulations which has allowed her to successfully assist in the acquisition of properties and relocation of residential and commercial tenants. Ms. Marquis is currently working with the City of Stanton on relocating 40 units in an extremely blighted area. She is coordinating community outreach meetings to help displacees understand the process. For the City of San Bemardino 5' and Meridian project, her project management tasks included preparation of a Relocation Plan and relocating 76 residential displacees. Ms. Marquis and team are also providing property management services for the 5. and Meridian project. Ms. Marquis has been acquiring properties and providing relocation assistance for the City of Ontario Quiet Home program for the past 15 years. She also assisted the city in obtaining the largest FAA and LAWA grant for a single year of $19 million. Supplemental Information CPS! fa'lfOrnia Property SpecWirI. , Inr Amortization Implementation - Proposed Staff and Credentials Personnel and Project Role Years Experience Education/Licenses Relevant Projects Experience Summary Clara Castaneda California Real Estate Salesperson License, No. 1893453 Stanton — field agent Clara Castaneda's ten years of experience in right of way has provided her with experience In managing, coordinating, and Bi-lingual-Eng & Spanish 10 years CA Notary Public, License No. 1837837 40 residential relocation implementing real estate acquisition and relocation projects for public agency clients. Her duties include. acquiring residential Project Analyst providing field Loan Signing Agent QuuietHome— fieldagent and commercial properties, completing escrow and title coordination, relocation advisory assistance, and properly acquisition and IRWA Course 100— Principles of Land Acquisition IRWA Course 105— Uniform Act Executive Summary 79 acquisitions 140 relocations management activities. Relocation Assistance includes conducting personal interviews, replacement site selection, calculation of benefits, oversight of payments, coordinating with moving companies and escrow companies, inspection of residential IRWA Course 501— Residential Relocation Assistance 5'" & Meridian - field agent replacement housing sites, market research, cost study analysis, vacated property inspections, progress report preparation relocation IRWA Course 504 —Computing Replacement Housing Payments 19 acquisitions and file documentation. Ms. Castaheda is knowledgeable of both regulations pertaining to local, state and federally funded services IRWA Course 505— Advanced Residential Relocation Assistance 76 relocations projects. FHWA Uniform Act Overview NH1-141045 Recent experience includes completing 40 residential relocations in the City of Stanton under a very tight project timeline and acquisitions and relocation assignments on the San Bernardino 5" and Meridian Project. Although the San Bernardino project was a severely bighted and crime -infested area, Ms. Castaneda strategically dealt with each problem to a successful conclusion. Ms. Castaneda's bilingual skills also play a major role in her ability to identify with a broad base of people. Jackie Martinez California Real Estate Salesperson License, No. 01881611 Technical support on the Jackie Martinez has focused on acquiring experience in all aspects of the professional real estate industry. She has gained Bi-lingual-Eng & Spanish 4 year CA Notary Public, License following projects: exposure to several facets of the industry; including working closely with brokers, title officers, and escrow officers. Ms. Project Assistant providing IRWA Course 105 — Uniform Act Executive Summary Martinez's administrative experience has contributed to her certification as a Right of Way Technician and Notary Public. Ms. escrow Tehachapi Project Martinez's primary responsibilities include quality control, project oversight, and document preparation. Ms. Martinez is coordination 187 acquisitions bilingual, and her skills in Spanish help her serve a diversified client base. She strives to utilize her skills to effectively manage and right of Bristol Widening all communication coming in and out of the office and efficiently distributing information to the correct departments. Her way 136 acquisitions emphasis on organization proves vital in organizing project files and project documents. Ms. Martinez is a crucial constituent technician services Ranchero Road 43 acquisitions in any project from the planning phase all the way to the closing. Supplemental Information GrSI California Property Specialists, Inc July 24, 2012 Mr. Brad Raulston, Executive Director City of National City Community Development Department 1243 National City Blvd. National City, CA 91950 RE: On -Call Services Proposal for Amortization Implementation California Property Specialists, Inc. (CPSI) is submitting the attached on -call services proposal to provide the City of National City with Implementation Services for the Amortization of Non -conforming Uses in the Westside Specific Plan Area. CPSI recognizes that a consulting firm is only as good as the people you work with on a daily basis. A large part of the success and implementation of the Amortization process will be dependent upon the selection of a consulting team with the following background: • Experience providing similar work on amortization processes. • Experience preparing business valuation appraisals, relocation estimates and dealing with sensitive processes such as non -conforming uses amortization projects and eminent domain • Ability to work cooperatively with business and property owners to identify those non -conforming uses that might represent the best opportunities for moving forward with amortization. We selected our team members not only because they possess the above background, but also because of their ability to develop real -world solutions for difficult projects. Co -Project Leads, Kent Jorgensen and Michael Garcia Kent Jorgensen (founding partner) serves as CPSI's Corporate Broker and Quality Control Manager. Mr. Jorgensen brings over 25 years of acquisition, appraisal and relocation experience from both the public and private sectors. Over the past 7 years, Mr. Jorgensen has provided real estate management services to 23 public sector clients totaling over 3,080 case assignments. Mr. Jorgensen has worked with difficult eminent domain cases and assisted public agencies to come to a fair resolution in court. Mr. Jorgensen will assist with developing business valuations and relocation estimates for the Amortization Process. Michael Garcia brings 20 years of experience in acquisition, business valuation and relocation. His areas of expertise include project management, acquisition, relocation, and quality control oversight for public agencies and the private sector. He also conducts bilingual acquisition services for difficult/politically sensitive property acquisitions and relocation projects. Mr. Garcia will provide day to day communication with City staff and will be involved in all aspects of the Amortization process. Michael Garcia will serve as the primary point of contact and can be reached at: Address: 27782 Vista Del Lago Suite C29, Mission Viejo, CA 92692 Email: mgarcia@cpsi-row.com Telephone: 949.407.6221 Fax number: 714.200.0809 27782 Vista De! Laac, Suite C29 949,407.6215 ph tv4v».c:-si-rovr.com Mission Viejo, CA 92692 714.200.0809 fx Brad Raulston, Executive Director Community Development Department Page 2 July 24, 2012 Relocation Project Manager, Georgia Marquis Georgia Marquis (founding partner) has provided project management, acquisition, relocation, and property management services to public sector clients for 22 years. Ms. Marquis has successfully managed the acquisition and relocation on over 3,000 cases and is bilingual (Spanish/English). Ms. Marquis will assist in developing relocation estimates and assist Mr. Garcia in developing an approach for implementing the schedule for amortization. Mr. Garcia and Ms. Marquis have specific experience working with the City of National City. Michael Garcia recently performed the Amortization Ranking portion of the Amortization process and also recently performed field survey work and demographic analysis for the former National City Redevelopment Agency. Ms. Marquis previously provided acquisition and relocation consulting services throughout the City. This familiarity with staff and the Westside Specific Plan area combined with their proven ability to work effectively with Latino business owners will serve the City well with the implementation of the Amortization process. CPSI is very enthusiastic about the opportunity to provide on -call services for the City of National City. As detailed in the attached Scope of Services, CPSI is ready to provide coordination of the Amortization Process, assist legal counsel in providing an updated analysis of selected non -conforming uses that are to be amortized, implement the Amortization process, and make presentations to the Planning Commission/City Council as directed by City staff. CPSI proposes to provide the attached Scope of Services through an on - call services agreement not to exceed $25,000. If you have any questions regarding this proposal or need additional information, please do not hesitate to contact Michael Garcia at the office number below or on his cell phone (714) 309-1104. Respectfully submitted, Kent Jorgensen Michael Garcia Principal Principal 27782 Vista De; Lago, Suite C29 949.407.6215 ph Mission Viejo, Ck 9269.2 714.200.0809 fx CALIPRO-01 ADUHE A L' CERTIFICATE OF LIABILITY INSURANCE DATE(MMIDDIYYYY) sr2r2o12 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 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 Peter C. Foy & Associates Insurance Services Inc. 21650 Oxnard St. Suite 1900 Woodland Hills, CA 91367 CONTACT NAME: PHONE 818 703-8057 Fax 818 703-0935 (A/c, No, Exq: ( ) (a/c, No): ( ) E-MAIL ADDRESS: INSURER(S) AFFORDING COVERAGE NAIC d INSURER A : Sentinel Insurance Company Ltd 11000 INSURED California Property Specialists, Inc. 27782 Vista Del Lago Ste C-29 Mission Viejo, CA 92692 INSURER B : Hartford Fire Insurance Co. 19682 INSURER C INSURER D : INSURER E : INSURER F : COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR A TYPE OF INSURANCE GENERAL LIABILITY X COMMERCIAL GENERAL LIABILITY CLAIMS -MADE X OCCUR GEN'L AGGREGATE LIMIT APPLIES PER: POLICY PRO- JECT LOC AUTOMOBILE LIABILITY ANY AUTO ALL OWNED AUTOS HIRED AUTOS SCHEDULED AUTOS NON -OWNED AUTOS ADDL SUBR INSR WVD POLICY NUMBER 72SBAU W 5103 POLICY EFF (MM/OD/YYYY) POLICY EXP (MM/DD/YYYY) 3/1/2012 3/1/2013 LIMITS EACH OCCURRENCE DAMAGE TO RENTED PREMISES (Ea occurrence) MED EXP (Any one person) PERSONAL & ADV INJURY 2,000,000 1,000,000 10,000 2,000,000 GENERAL AGGREGATE $ 4,000,000 PRODUCTS - COMP/OP AGG $ 4,000,000 72SBAU W5103 3/1/2012 3/1/2013 COMBINED SINGLE LIMIT (Ea accident) BODILY INJURY (Per person) 1,000,000 BODILY INJURY (Per accident) $ PROPERTY DAMAGE (Per accident) UMBRELLA LIAB EXCESS LIAB DED I RETENT ON$ OCCUR CLAIMS -MADE. EACH OCCURRENCE AGGREGATE $ WORKERS COMPENSATION AND EMPLOYERS' LIABILITY ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below YIN N/A X 72WECJW9885 3/1/2012 3/1/2013 X WC STATU- TORY LIMITS OTH- ER E.L. EACH ACCIDENT $ 1,000,000 E.L. DISEASE - EA EMPLOYEE $ 1,000,000 E.L. DISEASE - POLICY LIMIT $ 1,000,000 A A Professional Liab Professional Liab H71215493 H71215493 1 /412012 1/4/2012 1/4/2013 1/4/2013 Each Claim Aggregate 2,000,000 2,000,000 DESCRIPTION OF OPERATIONS I LOCATIONS / VEHICLES (Attach ACORD 101. Additional Remarks Schedule, if more space is required) *30 Day Notice of Cancellation Except 10 Day for Non -Payment of Premium" City of National City, its officers, agents and employees are hereby named Additional Insured as respects to General Liability and Hired & Non -Owned Auto Liability as their interest may appear. Coverage is Primary and Non -Contributory. A Waiver of Subrogation applies to the Workers' Compensation. All policy terms & conditions apply. CERTIFICATE HOLDER CANCELLATION City of National City Attn: Brad Raulston Executive Director, Office of the City Manager 1243 National City Boulevard National City, CA 91950-4301 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 ACORD 25 (2010/05) © 1988-2010 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. POLICY CHANGE This endorsement changes the policy effective on the Inception Date of the policy unless another date is indicated below: Policy Number: 72 SBA UW5103 SC Named Insured and Mailing Address; CALIFORNIA PROPERTY SPECIALISTS INC SEE FORM IH1200 27782 VISTA DEL LAGO STE 29 MISSION VIEJO CA 92692 Policy Change Effective Date: 08/01/12 Effective hour is the same as stated in the Declarations Page of the Policy. Policy Change Number: 022 Agent Name: Code: PETER C FOY & ASSOC INS SRVC INC 251697 POLICY CHANGES: SENTINEL INSURANCE COMPANY, LIMITED ANY CHANGES IN YOUR PREMIUM WILL BE REFLECTED IN YOUR NEXT BILLING STATEMENT.IF YOU ARE ENROLLED IN REPETITIVE EFT DRAWS FROM YOUR BANK ACCOUNT, CHANGES IN PREMIUM WILL CHANGE FUTURE DRAW AMOUNTS. THIS IS NOT A BILL. NO PREMIUM DUE AS OF POLICY CHANGE EFFECTIVE DATE FORM NUMBERS OF ENDORSEMENTS REVISED AT ENDORSEMENT ISSUE: IH12001185 ADDITIONAL INSURED - PERSON -ORGANIZATION PRO RATA FACTOR: 0.641 THIS ENDORSEMENT DOES NOT CHANGE THE POLICY EXCEPT AS SHOWN. Form SS 12 11 04 05 T Process Date: 08/10/12 Page o01 Policy Effective Date: 03/01/12 Policy Expiration Date: 03 / 01 / 13 POLICY NUMBER: 72 SBA UW5103 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - PERSON -ORGANIZATION ONWARD ENGINEERING 300 S. HARBOR BLVD., SUITE 814 ANAHEIM, CA 92805 RE : HARBOR BLVD. & GISLER AVE. CITY OF NATIONAL CITY ATTN: BRAD RAULSTON EXECUTIVE DIRECTOR, OFFICE OF THE CITY MANAGER 1243 NATIONAL CITY BOULEVARD NATIONAL CITY, CA 91950 CITY OF ORANGE, ITS CITY COUNCIL AND EACH MEMBER THEREOF AND THE OFFICERS, EMPLOYEES AND REPRESENTATIVES OF THE CITY 300 E. CHAMPMAN AVEUNE ORANGE, CA 92866-1591 COVERAGE IS PRIMARY & NON-CONTRIBUTORY PER THE BUSINESS LIABILITY COVERAGE FORM SS0008, ATTACHED TO THIS POLICY. CITY OF STANTON 7800 KATELLA AVE STANTON, CA 90680-3162 COVERAGE IS PRIMARY AND NON CONTRIBUTORY PER THE BUSINESS LIABILITY COVERAGE FORM SS0008 ATTACHED TO THE POLICY CARDNO ENTRIX, ITS AFFILIATES, THEIR OFFICERS, DIRECTORS, EMPLOYEES AND AGENTS 2300 CLAYTON RD., SUITE 200 CONCORD, CA 94520 Form IH 12 00 11 85 T SEQ. NO. 009 Printed in U.S.A. Page 001 (CONTINUED ON NEXT PAGE) Process Date: 08/10/12 Expiration Date: 03/01/13 POLICY NUMBER: 72 SBA UW5103 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - PERSON -ORGANIZATION LOC 004 BLDG 001 RIVERSIDE COUNTY FLOOD (RCFC) & WATER CONSERVATION DISTRICT (WCD), COUNTY OF RIVERSIDE, ITS AGENCIES, DISTRICTS, SPECIAL DISTRICTS AND DEPARTMENTS, THEIR RESPECTIVE DIRECTORS, OFFICERS, BOARD OF SUPERVISORS, ELECTED OFFICIALS, EMPLOYEES,AGENTS AND REPRESENTATIVES 1995 MARKET STREET RIVERSIDE, CA 92501 RE: REAL ESTATE PROPERTY SERVICES, CONSULTING SERVICES AGREEMENT - FY 12/13 COVERAGE IS PRIMARY AND NON-CONTRIBUTORY PER THE BUSINESS LIABILITY COVERAGE FORM SS0008. AECOM TECHNICAL SERVICES, INC., ATIMA 999 W. TOWN & COUNTRY ROAD ORANGE, CA 92868 CITY OF MISSION VIEJO, ITS OFFICERS, OFFICIALS AND EMPLOYEES, ATIMA 200 CIVIC CENTER MISSION VIEJO, CA 92691 DEPARTMENT OF PUBLIC WORKS - ENGINEERING DIVISION, ITS AGENTS, OFFICERS AND COUNTY SPECIAL DISTRICT, ATIMA 900 S. FREMONT AVE., 8TH FLOOR ALHAMBRA, CA 91803 COVERAGE IS PRIMARY & NON-CONTRIBUTORY PER THE BUSINESS LIABILITY COVERAGE FORM SS0008, ATTACHED TO THIS POLICY. Form IH 12 00 11 85 T SEQ. NO. 009 Printed in U.S.A. Page 002 (CONTINUED ON NEXT PAGE) Process Date: 08/10/12 Expiration Date: 03/01/13 POLICY NUMBER: 72 SBA UW5103 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - PERSON -ORGANIZATION Form IH 12 00 11 85 T SEQ. NO. 009 Printed in U.S.A. Page 003 (CONTINUED ON NEXT PAGE) Process Date: 08/10/12 Expiration Date: 03/01/13 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. CHANGE IN INFORMATION PAGE INSURER: HARTFORD FIRE INSURANCE COMPANY NCCI Company Number: 13269 AUDIT PERIOD: ANNUAL POLICY EFFECTIVE DATE: 03/01/12 POLICY EXPIRATION DATE: 03/01/13 Policy Number: 72 WEC JW9885 Endorsement Number: 18 HOUSING CODE: SC Effective Date: 08/01/12 Effective hour is the same as stated in the Information Page of the policy. Named Insured and Address: CALIFORNIA PROPERTY SPECIALISTS INC 27782 VISTA DEL LAGO STE C-29 MISSION VIEJO, CA 92692 FEIN Number: 203645611 PRO RATA FACTOR: .581 PRODUCER NAME: PETER C FOY & ASSOC INS SRVC INC PRODUCER CODE: 251697 It is agreed that the policy is amended as follows: ANY CHANGES IN YOUR PREMIUM WILL BE REFLECTED IN YOUR NEXT BILLING STATEMENT. IF YOU ARE ENROLLED IN REPETITIVE EFT DRAWS FROM YOUR BANK ACCOUNT, CHANGES IN PREMIUM WILL CHANGE FUTURE DRAW AMOUNTS. THIS IS NOT A BILL. IN CONSIDERATION OF AN ADDITIONAL PREMIUM OF $30 IT IS AGREED THAT: (A) POLICY IS AMENDED TO ADD LOCATION 23 FOR INSD 01 ST 04 LOC READS: 1243 NATIONAL CITY BLVD (WOS) NATIONAL CITY, CA 91950 FORM NUMBERS OF ENDORSEMENTS DELETED FROM THIS POLICY AT ENDORSEMENT ISSUE: FORM NUMBERS OF ENDORSEMENTS REVISED AT ENDORSEMENT ISSUE: WC040306 G2240 3B01 G2240 3B02 Countersigned by Authorized Representative Form WC 99 00 06 A (1) Printed in U.S.A. Page 1 (CONTINUED ON NEXT PAGE) Process Date: 08/ 06 / 12 Policy Expiration Date: 03/01/13 CHANGE IN INFORMATION PAGE (Continued) Policy Number: 72 WEC Jw9885 SCHEDULE IT IS AGREED THAT THE POLICY IS AMENDED AS FOLLOWS: CLASS CODE NUMBER AND DESCRIPTION (A) 8720 INSPECTION FOR INSURANCE OR VALUATION PURPOSES - N.O C. - INCLUDING OUTSIDE SALESPERSONS WAIVER OF SUBROGATION (0930) 2.00 PERCENT OF PREMIUM ALL OTHER STATE CLASS PREMIUM ESTIMATED RATES ESTIMATED TOTAL ANNUAL PER 100 OF ANNUAL REMUNERATION REMUNERATION PREMIUMS IF ANY TOTAL CLASS PREMIUM CA SURCHARGE - 2.285 PERCENT USER FUNDING ASSESSMENT 0.9669 PERCENT FRAUD ASSESSMENT 0.2648 PERCENT CA UNINSD EMPL BENEFIT TRUST FUND 0.1362 PERCENT CA SUBSEQ INJ BENEFITS TRUST FUND 0.1255 PERCENT CA OCCUP SAFETY AND HEALTH FUND 0.2350 PERCENT CA LABOR ENFORCE AND COMPL FUND 0.2380 PERCENT EXPENSE CONSTANT (0900) TERRORISM (9740) 311,000 TOTAL ESTIMATED ANNUAL PREMIUM - CA TOTAL ESTIMATED ANNUAL STANDARD PREMIUM EXPENSE CONSTANT 0900 TOTAL ESTIMATED STATE SURCHARGE TERRORISM (9740) TOTAL ESTIMATED ANNUAL PREMIUM 4.89 0 .030 50 3,134 3,184 78 33 9 5 4 8 8 150 93 3,572 3,184 150 145 93 3,572 ESTIMATED ANNUAL ADDITIONAL ENDORSEMENT PREMIUM 51 Form WC 99 00 06 A (1) Printed in U.S.A. Page 2 Process Date: 08/06/12 Policy Expiration Date: 03/01/13 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT - CALIFORNIA Policy Number: 72 WEC JW9885 Endorsement Number: 18 Effective Date: 08/01/12 Effective hour is the same as stated on the Information Page of the policy. Named Insured and Address: CALIFORNIA PROPERTY SPECIALISTS INC 27782 VISTA DEL LAGO STE C-29 MISSION VIEJO, CA 92692 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 2 % of the California workers' compensation premium otherwise due on such remuneration. SCHEDULE Person or Organization Job Description ITS NITY REDEVELOPMENT AGENCY PROVIDING RELOCATION OF THE CITY OF BUENA PARK ASSISTANCE TO TENANT -OCCUPANTS CARDNO ENTRIX, ITS OFFICERS AFFILIATES, DIRECTORS, AGENTS AND EMPLOYEES 6650 BEACH BLVD PO BOX 5009 BUENA PARK, CA 90622 CITY OF YORBA LINDA PO BOX 87014 YORBA LINDA, CA 92886 PARSONS TRANS GROUP ANDY CHEAH, P.E. 3200 E. GUASTI ROAD, STE 200 Countersigned by Form WC 04 03 06 (1) Printed in U.S.A. Process Date: 08/06/12 2300 CLAYTON ROAD, STE 200 CONCORD, CA 94520 APPRAISING REAL ESTATE Authorized Representative Policy Expiration Date: 03 / 01 / 13 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. WAIVER OF SUBROGATION Policy Number: 72 NEC JW9885 Endorsement Number: 18 Effective Date: 08/01/12 Effective hour is the same as stated on the Information Page of the policy. Named Insured and Address: CALIFORNIA PROPERTY SPECIALISTS INC 27782 VISTA DEL LAGO STE C-29 MISSION VIEJO, CA 92692 COMMUNITY DEVELOPMENT BLOCK GRANT DIVISION COMMUNITY DEVELOPMENT COMMISSION OF THE COUNTY OF LOS ANGELES HOUSING AUTHORITY OF THE COUNTY OF LOS ANGELES 2 CORAL CIRCLE MONTEREY PARK, CA. 91755 JOB DESCRIPTION: ACQUISITION AND RELOCATION SERVICES RIVERSIDE COUNTY FLOOD (RCFC) & "WATER" INSTEAD OF "WAIVER" CONSERVATION DISTRICT (WCD).COUNTY OF RIVERSIDE,ITS AGENCIES,DISTRICTS,SPECIAL DISTRICTS AND DEPARTMENTS,THEIR RESPECTIVE DIRECTORS, OFFICERS,BOARD OF SUPERVISORS, ELECTED OFFICIALS,EMPLOYEES, AGENTS AND REPRESENTATIVES 1995 MARKET STREET RIVERSIDE CA 92501 PROJECT: TEMESCAL CREEK FLOODPLAIN ACQUISITION, PROJ. NO 2-0-00052" CITY OF YORBA LINDA, THE CITY, ITS OFFICIALS, OFFICERS, EMPLOYEES, AGENTS, AND VOLUNTEERS 4845 CASA LOMA AVE. YORBA LINDA CA 92866 Nothing herein contained shall be held to vary, waive, alter, or extend any of the terms, conditions, agreements or declarations of the policy, other than as herein stated. This endorsement shall not be binding unless countersigned by a duly authorized agent of the company, provided that if this endorsement takes effect as of the effective date of the policy and, at issue of said policy, forms a part thereof, countersignature on the declarations page of said policy by a duly authorized agent of the company shall constitute valid countersignature of this endorsement. Countersigned by Form G-2240-3 B Printed in U.S.A. Authorized Representative SEQ 01 Paget of 2 Process Date: 08/06/12 Policy Expiration Date: 03/01/13 LOS ANGELES COUNTY METROPOLITAN TRANSPORTATION AUTHORITY (LACMTA) 600 W SANTA ANA BLVD STE 115 SANTA ANA CA 92701 CITY OF SAN MARCOS, THE SAN MARCOS REDEVELOPMENT AGENCY AND THEIR ELECTED AND APPOINTED BOARDS, OFFICERS, AGENTS AND EMPLOYEES 1 CIVIC CENTER DRIVE , SAN MARCOS, CA 92069 RIVERSIDE COUNTY FLOOD (RCFC) & WATER CONSERVATION DISTRICT (WCD), COUNTY OF RIVERSIDE, ITS AGENCIES, DISTRICTS, SPECIAL DISTRICTS AND DEPARTMENTS, THEIR RESPECTIVE DIRECTORS, OFFICERS, BOARD OF SUPERVISORS, ELECTED OFFICIALS, EMPLOYEES, AGENTS AND REPRESENTATIVES 1995 MARKET STREET RIVERSIDE, CA 92501 RE: REAL ESTATE PROPERTY SERVICES, CONSULTING SERVICES AGREEMENT - FY 12/13 AECOM TECHNICAL SERVICES, INC., OCTA, ITS OFFICERS, DIRECTORS, EMPLOYEES AND AGENTS 999 W. TOWN & COUNTRY RD ORANGE, CA 9286E CITY OF NEWPORT BEACH, ITS OFFIVERS, OFFICIALS, EMPLOYEES AND AGENTS 3300 NEWPORT BOULEVARD, NEWPORT BEACH, CA 92658 CITY OF RANCHO MIRAGE,ITS ELECTED OR APPOINTED OFFICERS,OFFICIALS, EMPLOYEES, AGENTS AND VOLUNTEERS 69-825 HIGHWAY 111 RANCHO MIRAGE, CA 92270 CITY OF NATIONAL CITY 1243 NATIONAL CITY BLVD NATIONAL CITY, CA 91950 Page 2 of 2 Form G-2240-3 B THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. WAIVER OF SUBROGATION Policy Number: 72 WEC JW9885 Endorsement Number: 18 Effective Date: 08/01/12 Effective hour is the same as stated on the Information Page of the policy. Named Insured and Address: CALIFORNIA PROPERTY SPECIALISTS INC 27782 VISTA DEL LAGO STE C-29 MISSION VIEJO, CA 92692 CITY OF YORBA LINDA 4845 CASA LOMA AVE YORBA LINDA CA 92866 CITY OF FONTANA 8353 SIERRA AVENUE FONTANA, CA 92335 CITY OF YORBA LINDA, CITY CLERK'S OFFICE PO BOX 87014 YORBA LINDA, CA 92886 Nothing herein contained shall be held to vary, waive, alter, or extend any of the terms, conditions, declarations of the policy, other than as herein stated. This endorsement shall not be binding unless countersigned by a duly authorized agent of the company, this endorsement takes effect as of the effective date of the policy and, at issue of said policy, forms countersignature on the declarations page of said policy by a duly authorized agent of the company valid countersignature of this endorsement. Countersigned by Form G-2240-3 B Printed in U.S.A. agreements or provided that if a part thereof, shall constitute Authorized Representative SEQ 02 Page 1 of 2 Process Date: 08/06/12 Policy Expiration Date: 03/01/13 Page 2 of 2 Form G-2240-3 B CITY OF NATIONAL CITY BUSINESS LICENSE APPLICATION 1243 NATIONAL CITY BLVD, NATIONAL CITY, CA 91950 PLEASE TYPE OR PRINT. LICENSE WILL NOT BE ISSUED IF REQUIRED INFORMATION IS INCOMPLETE. ENCLOSE PAYMENT WITH APPLICATION. MAKE CHECKS PAYABLE TO THE CITY OF NATIONAL CITY. A. GENERAL INFORMATION BUSINESS NAME (D.B.A. OR INDIVIDUAL NAME) California Property Specialists, Inc. LOCAL BUSINESS PHONE 949-407-6215 CORPORATE NAME (IF DIFFERENT FROM D.B.A.) NUMBER DIR LOCATION IN NATIONA Crry STREET NAME ROOM/SUITE NO. /lt31 oc DIR STREET a Del NAME -1 ROOM/SUrrE NO. Z9 p.o. BOX NO. Ci17yI Mission Viejo STATE [G7 C:A 7� [pp 92692E PHONE NUMBER AT MAILING ADDRESS. INCLUDE AREA CODE 949-407-6215 CASHIER'S COPY . I rvlrvaAL. lUiv I YYL -• CHECK ANDSOMPLEYE LE APPUCADLE BUS # LIC # ALL LICENSES EXPIRE DECEMBER 31 RENEWALS ARE DUE BY FEBRUARY 28 City of National City BUSINESS LICENSE DIVISION (619) 336-4330 TAXES $ MISC $ PENALTY $ TOTAL $ p NEW BUSINESSIILNAIIONAL CITY: BUSINESS WILLQPENIOPENED ON; U OWNERSHIP CHANGE: PREVIOUS BUSINESS NAME: a SCRIPTION I F B IN S CHECK ONE A. WHOLESALE B. RETAIL C. " (SERVICE D. RENTAL UNITS, * OF UNITS STATE LICENSE #/ HEALTH PERMIT/ ABC #/ DRIVERS LTC. N/A STATE RESALE N/A E MANUFACTURING F. = CONTRACTOR FEDERAL ID #/ SOCIAL SEC. # 20-3645611 DESCRIBE BUSINESS FULLY - INCLUDE PRINCIPAL PRODUCT OR SERVICE Right of way services, real estate acquisition, NUMBER OF BUSINESS VEHICLES OPERATING IN NATIONAL CITY WITH YOUR COMPANY ADVERTISING (LOGO) ON THEM None D. OWNERSHIP IN CHECK ONE: 1. _ SINGLE PROPRIETORSHIP 2, C PARTNERSHIP C. IXCORPORATION OWNER/PARTNERS/CORPORATE OFFICERSeE LUaST Jorgensen RMarcell8 TirLE A President 0 E Hp e H 949.291-6793 HOME ADDRESS 18651 Topanga Canyon Road CITY Silverado STATE CA ZIP CODE 92676 LAST NAME FIRST NAME Marquis Georgia TITLE MI Secretary HOME PHONE 90pp9-B��51-0985 Mq 8� Idgewood St. range C CAI ,.„..„I1i STt7 2�65 UST IN ORDER OF PRIORITY AND PROXIMITY TO BUSINESS THE PERSON TO BE CONTACTED AT NIGHT IN CASE OF BREAK IN OR FIRE 1. NAME N/A - Not located in National City TITLE TELEPHONE # 2. D0 YOU HAVE A BURGLAR ALARM? 1. f-.' NO 2. C YES: IF YES 3. ❑ SILENT 4. L AUDIBLE NAME OF ALARM COMPANY PHONE # c CUM nvcc 1.I1,nh. LT,L.. THE NUMBER OF EMPLOYEES EMPLOYED BY YDUR BUSINESS: DECALS V B/C-H/0 PEND OFFICE USE ONLY G ON FILE: B/C - H/0 N/A NC - N/0 PEND P 1 A L - A A/P C C-A/P AUDITED BY DATE ENTERED BY DATE DATE H/0 PD B/L SENT INT BUSINESS LICENSE TAX RATE SCHEDULES SCHEDULE I- BUSINESSES NOT CHARGED ON GROSS RECEIPTS (ENTER TOTAL ON LINE 11 BELOW1 CONSTRUCTION ONLY A Type -C' Sub-Contractor•Out-ot-Tam _ 8. Type 'A' or '6' contractor-Out-ol-Town 5 135.00 $ 200.00 _ C. Adult only movie (heater _ D. Aoult only book. store _ E. Amusement arcade _ F. Bowling alley G. Dancehell $ 535 00 5 535.00 $ 265 OD $ 265.00 5 805 DO _ H. Fortune telling _ I. Bingo _ J. Pawn broker _ K Swap meet _ L. Mobile search light advertising M. Mobile Amusement vahlde _ N. 2nd location in National Cily SCHEDULE II - BUSINESSES CHARGED ON GROSS RECEIPTS TAXABLE GROSS RECEIPTS 0-19,999 20,000-49.999 50,000-99,989 100,000-199,999 200,000-299,999 300,00D-399,999 400,000-499,999 500,000-599,999 60D,000-699,999 700,000-799,999 800,000-899,999 900,000.999,999 1.000,000-1,099,999 1,100,000-1,199,999 1,203,000-1,299,999 1,300,000-1,399,999 1,400,000-1 499,999 1.500,000-1,999,999 2,000,000-2,499 B99 2,500,000-2,999,999 3,000,000.3,499,999 3,500,000.3,999,999 4,000,000-4,999,999 5,000,000-5,999,999 6,000,000-7,999,999 8, 000, 000-10, 999,999 11,000,000-13.999,999 14.000,000-15, 999.999 16,000,000.17,999,999 18, 000,000-19, 999,999 20,000,000-21.999, 999 22,000,000 - AND ABOVE 1 2 50 50 50 50 50 50 50 50 52 50 50 58 50 54 80 60 81 101 73 97 121 84 113 141 96 128 160 107 143 179 118 157 197 129 172 215 139 185 232 149 199 248 159 212 265 160 224 260 177 236 296 222 296 37D 266 355 444 310 413 516 352 469 586 392 523 653 470 627 783 545 727 908 688 918 1,147 894 1,192 1,490 1,091 1,455 1,819 1,217 1,623 2,029 1,343 1,791 2,238 1,469 1,958 2,448 1,594 2,126 2,657 1,720 2,294 2,867 5 265.00 $ 50.00 5 400.00 5 6,000.00 $ 135.00 5 65.00 $ 20.00 _ O. Registered Not -for -profit _ P Fee exempt 0. Warehouse incidental to business (Business must be in National City.) S. Auctioneer _ 1. Out-of-town vendor 565.00 per vehicle $65.00 x veMcles = _ 2 Retail loot & beverage vendors S200 per vehicle 5200.00 x vehicles BUSINESS CLASSIFICATION 3 4 50 50 60 70 96 121 145 169 192 214 236 257 278 298 318 336 355 444 533 619 703 784 940 1,D9D 1,376 1,786 2,183 2.434 2.686 2,937 3,189 3,440 5 50 6D 74 81 112 141 169 197 224 250 275 300 324 348 371 392 414 518 621 723 820 915 1,096 1.271 1,606 2,086 2,547 2,840 3,133 3,427 3,720 4,014 N/C N/C N/C $ 135.D7 6 50 60 86 93 128 161 194 225 256 286 315 343 371 398 423 449 473 592 710 826 936 1045 1253 1453 1835 2384 2,910 3.246 3,581 3,916 4,252 4,587 BUSINESS LICENSE TAX CALCULATION A. BASIC TAX (CHECK ONE) FOR CLASSIFICATION 1-6, FIRST LICENSE $60.00 . (a) Processing fee for initial "In City" business license application $50.00 2, _ FOR CLASSIFICATION 1-6 ONLY, SECOND YEAR RENEWAL 3. EXACT GROSS RECEIPTS FROM PREVIOUS YEAR $ 4. TAX (FROM RATE SCHEDULE II) $ X 2 = 5. LESS PRIOR YEAR MINIMUM DEPOSIT $ -50.00 6. NET TAX 7 _ FOR CLASSIFICATION 1-6 ONLY, RENEWALS AFTER SECOND YEAR 8, EXACT GROSS RECEIPTS FROM PREVIOUS YEAR $ 9. TAX (FROM RATE SCHEDULE II) 10, _ FOR BUSINESSES NOT CHARGED ON GROSS RECEIPTS 11. FLAT TAX (FROM RATE SCHEDULE I) B. OTHER FEES (CHECK IF APPLICABLE) 12. _ CHANGE OF LOCATION (650.00) 13. CHANGE OF BUSINESS NAME ($11,00) 14. _ VIDEO GAMES,-55.00 PER MACHINE X MACHINES- 15._ MISCELLANEOUS 16. SUBTOTAL C.PENALTY IF RENEWAL IS PAID AFTER FEBRUARY 28th 17. _ MARCH 1' through MARCH 31' ADD 20% 1B. _ APRIL 1`i through APRIL 30Th ADD 40% 19. _ MAY 1' through MAY 31 a ADD 60% 20. _ JUNE 1" through JUNE 30's ADD 80% 21. AFTER JUNE 30' ADD 100% 22, TOTAL TAX DUE PLEASE ENCLOSE PAYMENT WITH APPLICATION CHECKS SHOULD BE MADE PAYABLE TO THE CITY OF NATIONAL CITY D. SALES OR USE TAX MAY APPLY TO YOUR BUSINESS ACTIVITIES, YOU MAY SEEK WRITTEN ADVICE REGARDING THE APPLICATION OF TAX TO YOUR PARTICULAR BUSINESS BY WRITING TO THE NEAREST STATE BOARD OF EQUALIZATION OFFICE. E. I DECLARE UNDER PENALTY OF PERJURY THAT THE STATEMENTS HEREIN ARE TRUE AND CORRECT TO THE BEST OF MY KNOWLEDGE AND BELIEF. SIGNATURE BUSINESS NAME (I't ,f-or TITLE Fir C DATE 0/7 A, Z Form (Rev, Department Internal W.V - December2011) of the Treasury Revenue Service Request for Taxpayer Identification Number and Certification Give Form to the requester. Do not send to the IRS. Print or type See Specific Instructions on page 2. Name (as shown on your income tax return) California Property Specialists, Inc. Business name/disregarded entity name, if different from above Check appropriate box for federal tax classification: Trust/estate ► ❑Exempt payee • individual/sole proprietor ❑ C Corporation P2 S Corporation I. Partnership ❑ company. Enter the tax classification (C=C corporation, S=S corporation, P=partnership) ► • Limited liability NI Other (see irxstrucfions) Address (number. street, and apt. or suite no.) 27782 Vista Del Lego, #C-29 Requester's name and address (optional) City, state, and ZIP code Mission Viejo, CA 92692 List account number(s) here (optional) Enter your TIN in the appropriate box. The TIN provided must match the name given on the "Name" line to avoid backup withholding. For individuals, this is your social security number (SSN). However, for a resident alien, sole proprietor, or disregarded entity, see the Part I instructions on page 3. For other entities, it is your employer identification number (EIN). If you do not have a number, see How to get a TIN on page 3. Note. If the account is in more than one name, see the chart on page 4 for guidelines on whose number to enter. Social security number Employer identification number 2 0 3 6 4 5 6 1 1 Part II 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. I 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. I am a U.S. citizen or other U.S. person (defined below). 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 retum. 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 on page 4. _ Sign Here Signature of U.S. person ► b General Instructions t/ U Section references are to the Internal Revenue Code unless otherwise noted. Purpose of Form A person who is required to file an information retum with the IRS must obtain your correct taxpayer Identification number (11N) to report, for example, income paid to you, real estate transactions, mortgage interest you paid, acquisition or abandonment of secured property, cancellation of debt, or contributions you made to an IRA. Use Form W-9 only if you are a U.S. person (including a resident alien), to provide your correct TIN to the person requesting it (the requester) and, when applicable, to: 1. Certify that the TIN you are giving is correct (or you are waiting for a number to be issued), 2. Certify that you are not subject to backup withholding, or 3. Claim exemption from backup withholding if you are a U.S. exempt payee. If applicable, you are also certifying that as a U.S. person, your allocable share of any partnership income from a U.S. trade or business is not subject to the withholding tax on foreign partners' share of effectively connected income. Date ► Note. If a requester gives you a form other than Form W-9 to request your TIN, you must use the requester's form if it is substantially similar to this Form W-9. Definition of a U.S. person. For federal tax purposes, you are considered a U.S. person if you are: • An individual who is a U.S. citizen or U.S. resident alien, • A partnership, corporation, company, or association created or organized in the United States or under the laws of the United States, • An estate (other than a foreign estate), or • A domestic trust (as defined in Regulations section 301.7701-7). Special rules for partnerships. Partnerships that conduct a trade or business in the United States are generally required to pay a withholding tax on any foreign partners' share of income from such business. Further, in certain cases where a Form W-9 has not been received, a partnership is required to presume that a partner is a foreign person, and pay the withholding tax. Therefore, if you are a U.S. person that is a partner in a partnership conducting a trade or business in the United States, provide Form W-9 to the partnership to establish your U.S. status and avoid withholding on your share of partnership income. Cat. No. 10231X Form W-9 (Rev. 12-2011) THIS DOCUMENT HAS A TRUE DOCUCHECK*"' WATERMARK AND VISIBLE FIBERS DISCERNIBLE FROM BOTH SIDES 90586 CITY OF NATIONAL CITY BUSINESS LICENSE CERTIFICATE PURSUANT TO. CITY ORDINANCE. THIS LICENSE IS HEREBY GRANTED FOR THE TERM & PURPOSE STATED BUS DESCRIPTION MISC SERVICESte of Expiration � CALIFORNIACALIFORN1l1 '*� BUSINESS ADDRESS 27782 VISTA DEL LAG BUSINESS NAME CALIFORNIA PROPERTY 5 ClAWilli ATTN: MAILING ADDRESS 27782 VISTA DEL LAGO MISSION VIEJO, CA 92692-1175 NON TRANSFERABLE POST IN A CONSPICUOUS PLACE 12/31/2012 City Manager THIS DOCUMENT IS ALTERATION PROTECTED AND REFLECTS FLUORESCENT FIBERS UNDER UV LIGHT KEEP FOR YOUR RECORDS BUSINESS TAX RECEIPT License No. 90586 T $65.00 TOTAL $65.00 Memorandum DATE: September 10, 2012 TO: Mike Garcia, Principal, California Property Specialist, Inc FROM: Denise Davis, Executive Secretary, City of National City SUBJECT: Fully Executed Original Signature Agreement —1 copy Good Afternoon Mike, Please find enclosed one (1) fully executed original signature agreement between City of National City and California Property Specialist, Inc. 4_,,,,„ Denise Davis Cc: Brad Raulston, Executive Director 1243 National City Blvd; National City, California 91950