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2500 - Moore Iacofano Goltsman, Inc (MIG) - Focus General PlanAGREEMENT FOR PROFESSIONAL SERVICES This AGREEMENT FOR PROFESSIONAL SERVICES ("AGREEMENT") is made and entered into effective as of November 12, 2025, by and between the CITY OF ROSEMEAD, a municipal organization, organized under the laws of the State of California with its principal place of business at, located at 8838 East Valley Boulevard, Rosemead CA 91770, ("CITY") and Moore lacofano Goltsman, Inc. (MIG) with its principal place of business located at 800 Hearst Avenue, Berkeley, CA 94710 ("CONSULTANT"). WITNESSETH: For and in consideration of the promises and of the mutual covenants and agreements herein contained, said parties hereby agree as follows: 1. RECITALS. This AGREEMENT is made and entered into with respect to the following facts: A. CITY requires professional Focused General Plan Update services ("SERVICES"); and B. On July 24, 2025, CITY issued Request for Proposal No.2025-16 ("RFP") to obtain professional Focused General Plan Update services for the CITY's and CONSULTANT was selected; and C. CONSULTANT is qualified to provide those certain services to the CITY necessary for said SERVICES; and, therefore, the Rosemead City Council has elected to engage the services of CONSULTANT upon the terms and conditions hereinafter set forth. 2. SCOPE OF SERVICES. A. CONSULTANT shall furnish to the CITY all labor, materials, tools, equipment, services, and incidental customary work necessary to fully and adequately perform those services described in CONSULTANT's Proposal for Services dated October 21, 2025, ("PROPOSAL") attached hereto as Exhibit "A" and hereby incorporated by reference. To the extent that Exhibit A is a proposal from CONSULTANT, such proposal is incorporated only for the description of the scope of services and no other terms and conditions from any such proposal shall apply to this AGREEMENT. B. Performance of the SERVICES specified herein is made an obligation of CONSULTANT under this AGREEMENT, subject to any changes made subsequently upon the mutual written agreement of the parties. C. The scope of services to be performed by CONSULTANT under this AGREEMENT shall include, but not be limited to, those services specified in Paragraph 2A hereof. Professional Services contract _1 _ Over $50,000 10/2025 Form 4923-0664-0215 v I D. If there is a conflict between any of the provisions of the AGREEMENT and Exhibit A, this AGREEMENT shall have priority in the interpretation of the Parties rights and obligations under this AGREEMENT. 3. PERFORMANCE STANDARDS. While performing this AGREEMENT CONSULTANT will use the appropriate generally accepted professional standards of practice existing at the time of performance utilized by persons engaged in providing similar services. CONSULTANT shall cooperate with CITY if CITY opts to monitor CONSULTANT's services. CITY will notify CONSULTANT of any deficiencies and CONSULTANT will have fifteen (15) days after such notification to cure any shortcomings to CITY's satisfaction. Costs associated with curing the deficiencies will be borne by CONSULTANT. 4. FAMILIARITY WITH WORK. A. By executing this AGREEMENT, CONSULTANT agrees that, to the best of CONSULTANT's knowledge and belief, CONSULTANT has (i) Carefully investigated and considered the scope of services to be performed; (ii) Carefully considered how the services should be performed; and (iii) Understands the facilities, difficulties, and restrictions attending performance of the services under this Agreement. B. If services involve work upon any site, CONSULTANT agrees that CONSULTANT has or will investigate the site and is or will be fully acquainted with the conditions there existing, before commencing the services hereunder. Should CONSULTANT discover any latent or unknown conditions that may materially affect the performance of the services, CONSULTANT will immediately inform CITY of such fact and will not proceed except at CONSULTANT's own risk until written instructions are received from CITY. 5. CITY SUPERVISION. The City Manager, or his or her designee, shall have the right of general supervision of all work performed by CONSULTANT and shall be the CITY's agent with respect to obtaining CONSULTANT's compliance hereunder. No payment for any services rendered under this AGREEMENT shall be made without the prior approval of the City Manager, or his or her designee. 6. FEE. Compensation to CONSULTANT for the total services to be rendered pursuant to this AGREEMENT shall be in an amount not to exceed $336,367. 7. EXTRA SERVICES. Notwithstanding any other provision herein, no extra services shall be rendered by CONSULTANT under this AGREEMENT unless such extra services first shall have been authorized in writing by the CITY. Any such services so authorized shall be paid by the CITY at rates approved of by the CITY. Professional Services contract _2_ Over $50,000 10/2025 Form 4923-0664-0215 vl 8. PAYMENT BY CITY. A. Compensation. Subject to any limitations provided in the Contract Documents, CITY agrees to pay CONSULTANT as full consideration for the faithful performance of all of the Work the total amount of Three Hundred Thirty -Six Thousand, Three Hundred Sixty -Seven Dollars ($336,367.00) ("Compensation"). B. Monthly Invoice. CONSULTANT must furnish CITY with an invoice for the Work performed in accordance with the Contract Documents. CONSULTANT may not submit invoices more often than once every 30 days. C. City Review of Invoices. CITY will review each invoice and determine whether the Work performed is in accordance with the Contract Documents. The City Manager, or his or her designee, may require CONSULTANT to provide a release of all undisputed Contract amounts contained in the invoice. D. Disputes on Invoices. If CITY disputes any item on an invoice, CITY will give CONSULTANT notice stating the reasons for the dispute. The Parties will meet and confer in good faith to attempt to resolve the dispute. E. 30 Days to Pay Invoice. Except as to any charges for the Work performed that the CITY disputes, CITY will cause CONSULTANT to be paid within 30 days of the date of the invoice or the date that CONSULTANT furnishes CITY with a release of all undisputed Contract amounts, whichever occurs later. Partial Invoices. In the event there is any claim specifically excluded by CONSULTANT from the operation of any release, CITY may retain an amount not to exceed the amount of the excluded claim. G. No Additional Compensation. Said compensation shall cover all expenses, losses, damages, and consequences arising out of the nature of the work during its progress or prior to its acceptance including those for well and faithfully completing the work and the whole thereof in the manner and time specified in the contract documents, and also including those arising from actions of the elements, unforeseen difficulties or obstructions encountered in the prosecution of the work, suspension or discontinuance of the work, and all other unknowns or risks of any description connected with the work. 9. TERM. The term of this AGREEMENT shall be for a two (2) year period from the effective date shown above and shall expire on November 12, 2027, with a one (1) year extension at the sole and absolute discretion of the City, unless sooner terminated as provided in Section 12 herein. The CITY may extend said time of completion for delays caused by circumstances beyond the control of either party to this AGREEMENT. Should Professional Services contract -3- Over $50,000 10/2025 Form 4923-0664-0215 v1 the consulting contract extend beyond the estimated time for completion of said services, CITY hereby reserves the right to continue CONSULTANT's services hereunder with any and all fees for such additional services to be compensated by the CITY at rates approved by the CITY. 10. DISPUTES AND REMEDIES. A. Claims, disputes, and other matters in question between the Parties arising out of or relating to this AGREEMENT or the breach thereof, must be resolved by the following procedure: (i) CITY and CONSULTANT will exercise their best efforts to resolve disputes through the development of a consensus. A meeting may be requested by CITY or CONSULTANT at any time for the purpose of resolving a dispute. A determination by The City Manager or his or her designee will be made within two (2) weeks after a meeting to resolve the dispute; (ii) If unresolved within thirty (30) days, then City Manager, or his designee, will make a final determination; (iii) Following the City Manager's final determination, the Parties may submit any unresolved matters to non-binding mediation. The parties may, but are not required to be, represented by counsel in mediation; (iv) If the Parties do not agree to mediation, or if mediation does not resolve the Parties' dispute, the matter may be pursued in Los Angeles County Superior Court, or the United States District Court, Central District of California, if federal jurisdiction exists. B. The Parties' rights and remedies under this Agreement are in addition to any other rights and remedies provided by law. 11. PREVAILING WAGE. CONSULTANT is aware of the requirements of California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 1600, et seq., ("Prevailing Wage Laws"), which require the payment of prevailing wage rates and the performance of other requirements on "public works" and "maintenance" projects. If the SERVICES are being performed as part of an applicable "public works" or "maintenance" project, as defined by the Prevailing Wage Laws, and if the total compensation is $1,000 or more, CONSULTANT agrees to fully comply with such Prevailing Wage Laws. The CITY shall provide CONSULTANT with a copy of the prevailing rates of per diem wages in effect at the commencement of this Agreement. CONSULTANT shall make copies of the prevailing rates of per diem wages for each craft, classification or type of worker needed to execute the SERVICES available to interested parties upon request, and shall post copies at the Consultant's principal place of business and at the project site. CONSULTANT shall defend, indemnify and hold the City, its elected officials, officers, employees and agents free and harmless from any Professional Services contract -4- Over $50,000 10/2025 Form 4923-0664-0215 vl claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws. 12. TERMINATION OF AGREEMENT. The CITY may terminate this AGREEMENT upon giving a ten (10) day advance written notice of such termination to CONSULTANT. In that event, the City Manager, or his or her designee, based upon work accomplished by CONSULTANT prior to notice of such termination, shall determine the amount of fees to be paid to CONSULTANT for such services based upon accepted accounting practices. This finding by the City Manager, or his or her designee, shall be considered by the Rosemead City Council and the Council's determination shall be final and conclusive as to the amount of such fee. 13. INDEPENDENT CONTRACTOR. CONSULTANT shall act as an independent contractor in the performance of the services provided for in this AGREEMENT and shall furnish such services in CONSULTANT's own manner and method and in no respect shall CONSULTANT be considered an agent or employee of the CITY. 14. OWNERSHIP OF DOCUMENTS. All financial documents, data, studies, and reports prepared by CONSULTANT under this AGREEMENT are CITY's property. CONSULTANT may retain copies of said documents and materials as desired, but will deliver all original materials to CITY upon CITY's written notice. CITY agrees that use of CONSULTANT's completed work product, for purposes other than identified in this AGREEMENT, or use of incomplete work product, is at CITY's own risk. CITY will indemnify and hold CONSULTANT harmless for any use of the work product other than as contemplated by this AGREEMENT. 15. PUBLICATION OF DOCUMENTS. Except as necessary for performance of service under this AGREEMENT, no copies, sketches, or graphs of materials, including graphic artwork, prepared pursuant to this Agreement, will be released by CONSULTANT to any other person or City without CITY's prior written approval. All press releases, including graphic display information to be published in newspapers or magazines, will be approved and distributed solely by CITY, unless otherwise provided by written agreement between the parties. 16. NONASSIGNMENT. This AGREEMENT is not assignable either in whole or in part by CONSULTANT without the written consent of CITY. 17. TAXPAYER IDENTIFICATION NUMBER. CONSULTANT will provide CITY with a valid Taxpayer Identification Number. 18. PERMITS AND LICENSES. CONSULTANT, at its sole expense, will obtain and maintain during the term of this AGREEMENT, all necessary permits, licenses, and certificates that may be required in connection with the performance of services under this Agreement. Professional Services contract _5_ Over $50,000 1012025 Form 4923-0664-0215 v l 19. INDEMNIFICATION. A. CONSULTANT hereby agrees to the following: (i) Indemnification for Professional Services. CONSULTANT will save harmless and indemnify CITY and, at CITY's request, reimburse defense costs for CITY and all its officers, volunteers, employees and representatives from and against any and all suits, actions, or claims, of any character whatever, brought for, or on account of, any injuries, including death or damages sustained by any person or property resulting or arising from any negligent or wrongful act, error or omission by CONSULTANT or any of CONSULTANT's officers, agents, employees, volunteers or representatives, in the performance of this Agreement. (ii) Indemnification for other Damages. CONSULTANT indemnifies and holds CITY harmless from and against any claim, action, damages, costs (including, without limitation, attorney's fees), injuries, or liability, arising out of this Agreement, or its performance. Should CITY be named in any suit, or should any claim be brought against it by suit or otherwise, whether the same be groundless or not, arising out of this Agreement, or its performance, CONSULTANT will defend CITY (at CITY's request and with counsel satisfactory to CITY) and will indemnify CITY for any judgment rendered against it or any sums paid out in settlement or otherwise. B. For purposes of this section "CITY" includes CITY's officers, officials, employees, agents, representatives and volunteers. C. It is expressly understood and agreed that the foregoing provisions will survive termination of this Agreement. D. CITY does not, and shall not, waive any rights against CONSULTANT which it may have by reason of the aforesaid hold -harmless AGREEMENT because of the acceptance by CITY or the deposit with CITY by CONSULTANT, of any of the insurance policies hereinafter described in this AGREEMENT. E. The aforesaid hold -harmless AGREEMENT by CONSULTANT shall apply to all damages and claims for damages of every kind suffered, or alleged to have been suffered, by reason of any of the aforesaid operations of CONSULTANT, or any subcontractor of CONSULTANT, regardless of whether such insurance policies shall have been determined to be applicable to any of such damages or claims for damages. F. Notwithstanding any provision of this Agreement to the contrary, design professionals shall be required to defend and indemnify the CITY only to Professional Services contract -6- Over $50,000 10/2025 Form 4923-0664-0215 vi the extent allowed by Civil Code Section 2782.8, namely for claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the design professional. The term "design professional" includes licensed architects, licensed landscape architects, registered professional engineers, professional land surveyors and the business entities which offer such services in accordance with the applicable provisions of the Business and Professions Code. G. The provisions of this section do not apply to Claims occurring as a result of the CITY's sole negligence or willful acts or omissions. In the event of any dispute between CONSULTANT and CITY, as to whether liability arises from the sole or active negligence of the CITY or its officers, employees, or agents, CONSULTANT will be obligated to pay for CITY's defense until such time as a final judgment has been entered adjudicating the CITY as solely or actively negligent. CONSULTANT will not be entitled in the absence of such a determination to any reimbursement of defense costs including but not limited to attorney's fees, expert fees, and costs of litigation. 20. INSURANCE. CONSULTANT shall not commence work under this contract until CONSULTANT shall have obtained and shall maintain for the entire term of the AGREEMENT all insurance required by this AGREEMENT and such insurance shall have been approved by CITY as to form, amount and carrier, nor shall CONSULTANT allow any subcontractor of CONSULTANT to commence work on any subcontract until all similar insurance required of the subcontractor of CONSULTANT shall have been so obtained and approved. Any delays caused by CONSULTANT or its subcontractors' failure to procure or maintain required insurance are inexcusable and shall not be a basis for extending the time for completion, and the CITY shall not be liable for reimbursing CONSULTANT for costs due to such delay. A. WORKERS' COMPENSATION INSURANCE. CONSULTANT shall take out and maintain, during the life of this contract, Workers' Compensation Insurance and Employer's Liability Insurance for all of CONSULTANT'S employees employed to perform the SERVICES as described section 2 of the AGREEMENT; and, if any work is sublet, CONSULTANT shall require the subcontractor of CONSULTANT similarly to provide Workers' Compensation Insurance and Employers' Liability Insurance in accordance with the laws of the State of California, Section 3700 for all of the latter's employees, unless such employees are covered by the protection afforded by CONSULTANT. If any class of employees engaged in work under this AGREEMENT is not protected under any Workers' Compensation law, CONSULTANT shall provide and shall cause each subcontractor of CONSULTANT to provide adequate insurance for the protection of employees not otherwise protected. CONSULTANT shall indemnify CITY for any damage resulting to it from failure of either CONSULTANT or any subcontractor of CONSULTANT to take out or maintain such insurance. Professional Services contract _7_ Over $50,000 1012025 Form 4923-0664-0215 v t (i) Workers Compensation Insurance in the amount of not less than Statutory Limits set by the State of California. (ii) Employer's Liability Insurance in the amount of not less than ONE MILLION DOLLAR ($1,000,000). B. COMMERCIAL GENERAL LIABILITY PROFESSIONAL LIABILITY AND AUTOMOBILE LIABILITY INSURANCE. (i) Commercial General Liability Insurance. CONSULTANT shall maintain commercial general liability insurance with coverage at least as broad as Insurance Services Office form CG 00 01, in an amount not less than $1,000,000 per occurrence, $2,000,000 general aggregate, for bodily injury, personal injury, and property damage. The policy must include contractual liability that has not been amended. Any endorsement restricting standard ISO "insured contract" language will not be accepted. (ii) Professional Liability (Errors & Omissions) Insurance. CONSULTANT shall maintain professional liability insurance that covers the Services to be performed in connection with this agreement, in the minimum of $1,000,000 per claim and in the aggregate. Any policy inception date, continuity date, or retroactive date must be before the effective date of this agreement and CONSULTANT agrees to maintain continuous coverage through a period no less than three years after completion of the services required by this agreement. (iii) Automobile Liability Insurance. CONSULTANT shall maintain automobile insurance at least as broad as Insurance Services Office form CA 00 01 covering bodily injury and property damage for all activities of the CONSULTANT arising out of or in connection with work to be performed under this agreement, including coverage for any owned, hired, non -owned, or rented vehicles, in an amount not less than $1,000,000 combined single limit for each accident. Umbrella or excess liability insurance. [If required to meet higher limits]. CONSULTANT shall obtain and maintain an umbrella liability insurance policy with limits that will provide bodily injury, personal injury, and property damage liability coverage, including commercial general liability, automobile liability, and employer's liability. Such policy or policies shall include the following terms and conditions: (1) A drop-down feature requiring the policy to respond if any primary insurance that would otherwise have applied proves to be uncollectible in whole or in part for any reason, other than bankruptcy or insolvency of said primary insurer; Professional Services contract -$- Over $50,000 10/2025 Form 4923-0664-0215 vt (2) "Pay on behalf of wording as opposed to "reimbursement"; (3) Concurrency of effective dates with primary policies. (4) Should VENDOR obtain and maintain an excess liability policy, such policy shall be excess over commercial general liability, automobile liability, and employer's liability policies. Such policy or policies shall include wording that the excess liability policy follows the terms and conditions of the underlying policies. C. PROOF OF INSURANCE. CONSULTANT shall provide certificates of insurance and required endorsements to CITY as evidence of insurance coverage required herein. Insurance certificates and endorsements must be approved by CITY prior to the commencement of work. Current certification of insurance shall be kept on file with CITY for the contract period and any additional length of time required thereafter. CITY reserves the right to require complete, certified copies of all required insurance policies, at any time. D. NOTICE TO COMMENCE WORK. The CITY will not issue any notice authorizing CONSULTANT or any subcontractor to commence work under this AGREEMENT until CONSULTANT has provided to the CITY Clerk the proof of insurance as required. E. DURATION OF COVERAGE. CONSULTANT shall procure and maintain for the contract period, and any additional length of time required thereafter, insurance against claims for injuries to persons or damages to property, or financial loss which may arise from or in connection with the performance of work hereunder by CONSULTANT, their agents, representatives, employees, or subconsultants. F. PRIMARY/NONCONTRIBUTING. Coverage provided by CONSULTANT shall be primary and an insurance or self-insurance procured or maintained by CITY shall not be required to contribute with it. The limits of insurance required herein may be satisfied by a combination of primary and umbrella or excess insurance. Any umbrella or excess insurance shall contain or be endorsed to contain a provision that such coverage shall also apply on primary and non-contributory basis for the benefit of CITY before the CITY's own insurance or self-insurance shall be called upon to protect it as named insured. G. CITY'S RIGHTS OF ENFORCEMENT. In the event any policy of insurance required under this agreement does not comply with these specifications or is canceled and not replaced, CITY has the right but not the duty to obtain the insurance it deems necessary, and any premium paid by CITY will be promptly reimbursed by CONSULTANT or CITY will withhold amounts sufficient to pay premium from CONSULTANT'S payments. In the alternative, CITY may cancel this agreement. Professional Services contract -g- Over $50,000 1012025 Form 4923-0664-0215 v l H. ACCEPTABLE INSURERS. All insurance policies shall be issued by an insurance company currently authorized by the Insurance Commissioner to transact business of insurance or is on the List of Approved Surplus Line Insurers in the State of California, with an assigned policyholder's Rating of A- (or higher) and Financial Size Category Class VII (or larger) in accordance with the latest edition of Best' Key Rating Guide, unless otherwise approved by the City Clerk's Office and Risk Management. WAIVER OF SUBROGATION. All insurance coverage maintained or procured pursuant to this agreement shall be endorsed to waive subrogation against CITY, its elected or appointed officers, agents, officials, employees, representatives and volunteers or shall specifically allow CONSULTANT or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a loss. CONSULTANT hereby waives its own right of recovery against CITY and shall require similar written express waivers and insurance clauses from each of its subconsultants. J. ENFORCEMENT OF CONTRACT PROVISIONS (NON ESTOPPEL). CONSULTANT acknowledges and agrees that any actual or alleged failure on part of the CITY to inform CONSULTANT of non-compliance with any requirement imposes no additional obligations on the CITY nor does it waive any rights hereunder. K. REQUIREMENTS NOT LIMITING. Requirements of specific coverage features or limits contained in this section are not intended as limitation on coverage, limits or other requirements, or a waiver of any coverage normally provided by any insurance. Specific reference to a given coverage feature is for purposes of clarification only as it pertains to a given issue and is not intended by any party or insured to be all inclusive, or to the exclusion of other coverage, or a waiver of any type. If the CONSULTANT maintains higher limits than the minimums shown above, the CITY requires and shall be entitled to coverage for the higher limits 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. L. NOTICE OF CANCELLATION. CONSULTANT agrees to oblige its insurance agent or broker and insurers to provide the CITY with a thirty (30) day notice of cancellation (except for nonpayment for which a ten (10) day notice is required) or nonrenewal of coverage for each required coverage. If any of the CONSULTANT'S insurers are unwilling to provide such notice, then CONSULTANT shall have the responsibility of notifying the CITY immediately in the event of CONSULTANT'S failure to renew any of the required insurance coverages, or insurer's cancellation or nonrenewal. Professional Services contract _10- Over 1p_Over $50,000 1012025 Form 4923-0664-0215 vl M. ADDITIONAL INSURED STATUS. General Liability, Automobile Liability, and umbrella/excess liability insurance policies shall provide or be endorsed to provide that CITY and its officers, officials, employees, agents, representatives, and volunteers shall be additional insureds under such policies. N. PROHIBITION OF UNDISCLOSED COVERAGE LIMITATIONS. None of the coverages required herein will be in compliance with these requirements if they include any limiting endorsement of any kind that has not been first submitted to CITY and approved of in writing. O. SEPARATION OF INSUREDS. A severability of interests provision must apply for all additional insureds ensuring that CONSULTANT'S insurance shall apply separately to each insured again whom claim is made or suit is brough, except with respect to the insurer's limits of liability. The policy(ies) shall not contain any cross -liability exclusions. P. PASS THOUGH CLAUSE. CONSULTANT agrees to ensure that its subconsultants, subcontractors, and any other party who is brough onto or involved in the project/service by CONSULTANT (hereinafter collectively "subcontractor"), provide the same minimum insurance coverage and endorsements required of CONSULTANT. CONSULTANT agrees to monitor and review all such coverage and assumes all responsibility for ensuring that such coverage is provided in conformity with the requirements of this section. However, in the event CONSULTANT'S subcontractor cannot comply with this requirement, which proof must be submitted to the CITY, CONSULTANT shall be required to ensure that its subcontractor provide and maintain insurance coverage and endorsements sufficient to the specific risk of exposure involved with subcontractor's scope of work and services, with limits less than required of the CONSULTANT, but in all other terms consistent with the CONSULTANT's requirements under this agreement. This provision does not relieve the CONSULTANT' of its contractual obligations under the agreement and/or limit its liability to the amount of insurance coverage provided by its subcontractors. This provision is intended to solely provide CONSULTANT with the ability to utilize a subcontractor who may be otherwise qualified to perform the work or services but may not carry the same insurance limits as required of the CONSULTANT under this agreement given the limited scope of work or services provided by the subcontractor. CONSULANT agrees that upon request, all agreements with subcontractors, and others engaged in this project, will be submitted to CITY for review. Q. CITY'S RIGHT TO REVISE SPECIFICATIONS. The CITY reserves the right to at any time during the term of the contract to change the amounts and types of insurance required by giving the CONSULTANT ninety (90) days advance written notice of such change. If such change results in substantial Professional Services contract Over $50,000 1012025 Form 4923-0664-0215 v additional cost to the CONSULTANT, the CITY and CONSULTANT may renegotiate the CONSULTANT'S compensation. R. SELF-INSURED RETENTIONS. Any self-insured retentions must be declared to and approved by CITY. CITY reserves the right to require that self-insured retentions be eliminated, lowered, or replaced by a deductible, or require proof of ability to pay losses and related investigations, claim administrative, and defense expenses within the retention through confirmation from the underwriter. S. TIMELY NOTICE OF CLAIMS. CONSULTANT shall give CITY prompt and timely notice of claims made or suits instituted that arise out of or result from CONSULTANT'S performance under this agreement, and that involve or may involve coverage under any of the required liability policies. T. ADDITIONAL INSURANCE. CONSULTANT shall also procure and maintain, at this own cost and expense, any additional kinds of insurance, which in its own judgment may be necessary for its proper protection and prosecution of the work. 21. NON-DISCRIMINATION. CONSULTANT shall not discriminate in its recruiting, hiring, promotion, demotion or termination practices on the basis of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, or sexual orientation in the performance of this AGREEMENT and shall comply with the provisions of the California Fair Employment and Housing Act as set forth in Part 2.8 of Division 3, Title 2 of the California Government Code; the Federal Civil Rights Act of 1964, as set forth in Public Law 88-352, and all amendments thereto; Executive Order 11246; and all administrative rules and regulations issued pursuant to such acts and order. 22. UNAUTHORIZED ALIENS. CONSULTANT hereby promises and agrees to comply with all of the provisions of the Federal Immigration and Nationality Act (8 USCA 1101, et seq.), as amended; and, in connection therewith, shall not employ unauthorized aliens as defined therein. Should CONSULTANT so employ such unauthorized aliens for the performance of work and/or services covered by this AGREEMENT, and should the Federal Government impose sanctions against the CITY for such use of unauthorized aliens, CONSULTANT hereby agrees to, and shall, reimburse CITY for the cost of all such sanctions imposed, together with any and all costs, including attorney's fees, incurred by the CITY in connection therewith. 23. CONFLICT OF INTEREST. CONSULTANT will comply with all conflict of interest laws and regulations including, without limitation, CITY's conflict of interest regulations. 24. WAIVER. Waiver by any party hereto of any term, condition, or covenant of this AGREEMENT shall not constitute the waiver of any other term, condition or covenant hereof. Professional Services contract -12- Over $50,000 1012025 Form 4923-0664-0215 vl 25. ATTORNEY'S FEES. If litigation is reasonably required to enforce or interpret the provisions of this AGREEMENT, the prevailing party in such litigation shall be entitled to an award of reasonable attorney's fees, in addition to any other relief to which it may be entitled. 26. BINDING EFFECT. This AGREEMENT shall be binding upon the heirs, executors, administrators, successors and assigns of the parties hereto. 27. PROVISIONS, CUMULATIVE. The provisions of this AGREEMENT are cumulative and in addition to and not in limitation of any rights or remedies available to CITY. 28. NO PRESUMPTION RE: DRAFTER. The parties acknowledge and agree that the terms and provisions of this AGREEMENT have been negotiated and discussed between the parties and their attorneys, and this AGREEMENT reflects their mutual AGREEMENT regarding the same. Because of the nature of such negotiations and discussions it would be inappropriate to deem any party to be the drafter of this AGREEMENT; and, therefore, no presumption for or against validity or as to any interpretation hereof, based upon the identity of the drafter, shall be applicable in interpreting or enforcing this AGREEMENT. 29. ASSISTANCE OF COUNSEL. Each party to this AGREEMENT warrants to each other party as follows: A. That each party either had the assistance of counsel or had counsel available to it, in the negotiation for, and execution of, this AGREEMENT, and all related documents; and, B. That each party has lawfully authorized the execution of this AGREEMENT. 30. MODIFICATION. This AGREEMENT shall not be modified except by written agreement of the parties. 31. GOVERNING LAW. This AGREEMENT shall be interpreted and construed according to the laws of the State of California. 32. NOTICE. Whenever it shall be necessary for either party to serve notice on the other regarding this AGREEMENT, such notice may be furnished in writing by either party to the other and shall be served by personal service as required in judicial proceedings or by certified mail, postage prepaid, return receipt requested, addressed to the parties as follows: CITY: City of Rosemead 8838 East Valley Boulevard Rosemead CA 91770 Attn: Lily Valenzuela, Director of Community Development Email: Ivalenzuela@rosemeadca.gov Professional Services contract -13- Over $50,000 10/2025 Form 4923-0664-0215 v CONSULTANT: Moore lacofano Goltsman, Inc. (MIG) 800 Hearst Avenue Berkeley, Ca 94710 Attn: Daniel lacofano Email: danieli@migcom.com Notice will be deemed effective on the date personally delivered or transmitted by facsimile. If the notice is mailed, notice will be deemed given three days after deposit of the same in the custody of the United States Postal Service, postage prepaid, for first class delivery, or upon delivery if using a major courier service with tracking capabilities. Changes may be made in the names or addresses of persons to whom notices are to be given by giving notice in the manner prescribed in this paragraph. Changes may be made in the names or addresses of persons to whom notices are to be given by giving notice in the manner prescribed in this paragraph. 33. FORCE MAJEURE. Neither party shall be responsible for delays or failures in performance resulting from acts beyond the control of the offending party. Such acts shall include, but not be limited to, acts of God, fire, flood, earthquake, or other natural disaster, nuclear accident, explosion, war, terrorist attack, embargo, strike, lockout, riot, freight embargo, public regulated utility, or government statutes or regulations superimposed after the fact. Notwithstanding the foregoing, this provision shall only have effect if written notice of the force majeure event is given by the party claiming such excuse for delay within ten days of the commencement of such event. 34. ELECTRONIC TRANSMISSION OF AGREEMENT AND SIGNATURE. The Parties agree that this AGREEMENT may be signed and transmitted by electronic mail by either/any or both/all Parties, and that such signatures shall have the same force and effect as original signatures, in accordance with California Government Code section 16.5 and Civil Code section 1633.7. 35. RECORD AUDIT. In accordance with Government Code section 8546.7, records of both the CITY and the CONSULTANT shall be subject to examination and audit by the CITY for a period of three (3) years after final payment. [SIGNATURES ON NEXT PAGE] Professional Services contract -14- Over $50,000 10/2025 Form 4923-0664-0215 v l IN WITNESS WHEREOF, the parties hereto have caused this AGREEMENT to be executed on its effective date by their respective officers duly authorized on their behalf. CITY OF ROSEMEAD ATTEST: MOORE IACOFANO GOLTSMAN, INC. Daniel Digitally signed by Daniel p lacolano %08,00'025.12.0214:44:50 { By:lacofano Dat a2 1 /20, Ericka Hernandez, City Clerk Date APPROVED AS TO FORM: 12/17/2025 Rachel Richman Date City Attorney Professional Services contract Over $50,000 1012025 Form 4923.06640215 v i Name: Daniel lacofano Title: President & CEO 0 Name: Title: WWI 17W 11 I'Mr Focused General Plan Update TABLE OF CONTENTS Cover Letter 1 Section 1. Approach, Scope of Work & Timeline 3 Section 2. Project Team, Key Personnel & Resumes 14 Section 3. Company Qualifications Section 4. References 27 31 Section 5. Standard City Contract & Insurance Requirements 35 Section 6. Addenda Acknowledgement 35 Section 7. Cost Proposal 36 Cover Letter October 21, 2025 21 Miller Alley, Suite 210 City of Rosemead Pasadena, CA 91105 Community Development Department (626) 744-9872 8838 East Valley Boulevard www.migcom.com Rosemead, CA 91770 RE., Proposal for the Rosemead Focused General Plan Update CALIFORNIA BERKELEY, FULLERTON, Dear Selection Committee Members: LOS ANGELES, PASADENA, RIVERSIDE, SACRAMENTO, We appreciate the opportunity to submit our proposal to support the City of Rosemead SAN DIEGO, SAN JOSE, in updating the Resource Management, Circulation, and Safety Elements of its General AND SONOMA Pian. This focused update presents a vital opportunity to build on Rosemead's history of proactive, phased planning—guided by your 2010 comprehensive update and subsequent COLORADO DENVER amendments—and align your policies with evolving State mandates, the 2030 Strategic Master Plan, and recent Local Hazards Mitigation Plan. NEW YORK BROOKLYN Our team is uniquely qualified to deliver a focused, technically rigorous, and community - centered update grounded in deep local knowledge and longstanding collaboration with OREGON PORTLAND the City. I will serve as Principal -in -Charge, bringing extensive leadership experience shaped not only by my role leading the 2010 Comprehensive General Plan Update for TEXAS Rosemead and the Garvey Avenue Specific Plan but also by my work on General Plan SAN ANTONIO updates for Whittier, Costa Mesa, Cudahy, and Redwood City. Supporting me as Project WASHINGTON Manager will be Jose M. Rodriguez, who also played a critical role in the 2010 update SEATTLE and has broad expertise navigating the intersection of policy, community engagement, geographic information services, and implementation. Jose has led or is leading updates for Compton, Downey, Santa Fe Springs, and Walnut, and has directed key elements such as safety, environmental justice, land use, and natural resources for Paramount, Signal Hill, Long Beach, and Marin County. We are pleased to include key advisors who bring specialized expertise and historical context to this update. Lochner, formerly KOA, whose team prepared the City's 2010 Circulation Element, will partner closely with us to provide invaluable technical and policy assistance, assuring continuity and evolution of your transportation framework. Additionally, MIG's Principal Cindy Mendoza, CPRP, national leader in parks and recreation planning, will guide the Resource Management Element, while our Director of Engineering, Nathaniel Riedy, PE, will provide expert policy guidance on infrastructure planning Integral to the Circulation Element. To center health equity and environmental justice in the update, Rachel Bennett, MIG's Director of Health Equity, will advise primarily on the Safety Element and contribute across all three elements. Our interdisciplinary team will provide a General Plan Update that is not only compliant with State law but is also adaptive, inclusive, and responsive to community priorities. We will build upon the foundation of the Strategic Master Plan and incorporate robust public engagement strategies, leveraging MIG's recognized leadership in innovative, culturally inclusive outreach tailored to Rosemead's diverse population. City of Rosemead I Focused General Plan Update 1 We look forward to partnering with Rosemead to craft a resilient, equitable, and visionary General Plan Update that honors your past achievements while positioning the City for sustainable growth and community well-being in the decades ahead. MIG will also make a commitment to participate in a City- and MIG -approved community activity at no added cost.. We are excited about the possibility of continuing this partnership and supporting Rosemead's next chapter. Please feel free to contact me, Lisa A. Brownfield, Principal, at lisab@migcom.com or by phone at (626) 744-9872, or visit our Pasadena office at 21 Miller Alley, Suite 210, Pasadena, California 91105 with any questions or to discuss next steps. Sincerely, 6 (,P�, Lisa A. Brownfield Principal -in -Charge 2 City of Rosemead I Focused General Plan Update Section 1. Approach, Scope of Work & Timeline Understanding AN EVOLVING BLUEPRINT: ROSEMEAD'S TARGETED PATH TO PROGRESS The City of Rosemead has taken a proactive, phased approach to updating its General Plan since adopting a comprehensive update in 2010. Rather than a single overhaul, the City has implemented targeted amendments to address evolving land use needs, enhance corridor planning, and comply with new State mandates. Early amendments included GPA 09-01, which introduced a High -Intensity Commercial designation, established mixed-use nodes, and updated the Resource Management and Safety Elements to comply with Assembly Bill 162. In 2018, the City adopted the Garvey Avenue Specific Plan and amended the Land Use Element to incorporate Its area and update policy maps. In 2021, the City added the Freeway Corridor Mixed -Use Overlay, opening new development opportunities along major freeway corridors. In 2022, the Public Safety Element was updated to meet SB 379 climate adaptation requirements and integrate environmental justice policies in response to SB 1000— reinforcing the City's commitment to equity and resilience. That same year, Rosemead became one of the first jurisdictions in the SCAG region to achieve certification of its 6th Cycle Housing Element (2021-2029), adopted in January and certified by HCD in August. This milestone plan accommodates a RHNA of 4,612 units through rezoning, by -right standards, and density thresholds with affordability requirements consistent with SB 166. Collectively, these efforts demonstrate Rosemead's commitment to smart growth, housing choice, and policy integration across all General Plan elements. 2030 Strategic Master Plan Prepared by MIG, the Rosemead 2030 Strategic Master Plan builds on the City's values of safety, diversity, service, and family. It presents a people -centered vision for a connected, resilient, and economically vibrant city. The Plan prioritizes safety, responsive government, thriving local businesses, and high-quality parks and programs. With a focus on modern infrastructure, climate readiness, and smart land use, the Strategic Master Plan positions Rosemead as an active, inclusive, and forward-looking community. STRATEGIC FRAMEWORK VALUES Allk SAFEV RIVERSRY COMMVNRY SERVICE FAMILY VISION 0.exxm<atlhxnix, walxmming, xame<4d, and aNva<�x q< lln pm mmm1,9 , loutbmin<n<y wxlFmelrMinxdpadsend 1M...ilure, end gnikY pmgxemming end nrvlcex wFld support 1Re mlin nmmunily. MISSION R edp .d<x..Ift pr^9runS-1—, end x.ppert 1Rx16uld i,, Incnxxex ep,..nRy, entl mekxx Rxxmxxtle gnxtplxxx tv IWq wod, and play. 11011010 GOALS SAFELY RESpON51VE, AND PARKSANR RmemeW uevle orylor INCLIISIVF UTY FA01MRVCNRE FAULRIE$ PROGRAMS en wlw w., w«E..na PI.Y m.eaP�ia.xwdiy m<,a xypem•nl<. Rm<me.abn p -E., b<n p„gmmmiy, -a maaime,<nmd=m mba<,,gr«nep.=.,.ea i.ngegrgend wry Ww<J.ie emleMdwN MemNYm wcBm melon <x 1Fe m.,<wp�nm. a..E-s :e..ai4aeu.�aN .<a ale ,,maa<ne. <a„Iau P°Pd.aen g:,fi.rnrwr.. v a"�r...a Pmmedm,er EMPLOYEE RETENTION FINANEE ANOOEVELOPMENT Roumeadixfuvll/ ENm<edy tle dde xdvenreM bxvaessW anlmcetl inlevu<yn9 new �empleyugrowlA, appemrvaexu fund d<velepmmL udrexmeen, pea,yapr 9xmx<M eM ane lMrpranem< w. gpwL mtlsumm City of Rosemead I Focused General Plan Update 3 CHARTING THE NEXT CHAPTER The upcoming Focused General Plan Update will address the Resource Management, Circulation, and Public Safety Elements, assuring Rosemead's planning framework is aligned with new State laws and best practices for hazard mitigation, climate adaptation, and transportation planning. Legislative Compliance and Key Mandates Public Safety Element. SB 1425 requires wildfire risk and evacuation route assessments; AB 1889 mandates integration of climate resilience strategies; AB 2684 updates safety planning for emergency response and hazard mitigation; Government Code §65302(g)(3) requires planning for Very High Fire Hazard Severity Zones; AB 98 calls for long-range land use and infrastructure alignment. The concurrent Local Hazards Mitigation Plan presents an opportunity to unify hazard identification, risk reduction, and resilience strategies. » Circulation Element. SB 99 and AB 233 require comprehensive evacuation route planning; AB 2583 mandates the Safe System Approach and multimodal planning; AB 444 requires mapping and management of designated truck routes to protect vulnerable communities; Government Code §65302(b)(2)(A) requires Complete Streets policies to support all modes of travel. » Resource Management Element. AB 1757 supports natural carbon sequestration and aligns with the State's 3000 conservation goals; SB 379 reinforces climate adaptation strategies in open space and conservation planning, with emphasis on blodiversity, habitat connectivity, and climate resilience. Planning Objectives and Process This targeted update will strengthen the City's capacity to manage natural hazards, adapt to climate change, protect open space, and deliver safe, equitable, and efficient transportation systems. The process will include existing conditions analysis, policy revisions, CEQA review, and a transparent public engagement program—culminating in a modernized General Plan that meets State mandates while advancing Rosemead's local priorities. 4 City of Rosemead I Focused General Plan Update A PROVEN PARTNER WITH DEEP ROOTS IN ROSEMEAD MIG's understanding of Rosemead is informed by more than 15 years of continuous, hands-on work with the City and its community. We have partnered on transformative planning, design, and visioning efforts that have shaped the City's priorities and outcomes. This long-standing relationship means our team begins this update already attuned to Rosemead's values, strategic direction, and community expectations. Selected Projects in Rosemead: Civic Center Design Concept Plan (Ongoing). High-level concepts for reconfiguring or rebuilding the City Hall, Recreation Center, and County Library to create a more efficient and welcoming civic destination with increased parking and open space. » Rosemead 2030 Strategic Plan (2022). A citywide vision and roadmap for decision-making, service delivery, and investment priorities. » Garvey Avenue Specific Plan (2018). A revitalization strategy for the 1.2 -mile Garvey Avenue corridor, promoting mixed-use development, placemaking, and an improved pedestrian and bicycle environment. » Comprehensive General Plan Update (2010). Led by MIG's Lisa Brownfield, with technical support from Jose M. Rodriguez. KOA, now a Lochner company, partnered on the Circulation Element, establishing a strong transportation planning foundation. The process included robust engagement and a programmatic EIR. Our institutional knowledge, combined with a proven ability to deliver actionable and innovative plans, assures the Focused General Plan Update will be grounded in local context while advancing a clear and ambitious vision for Rosemead's future. Our Approach The Rosemead Focused General Plan update process provides a critical chance to align key policy frameworks with both evolving State mandates and the City's guiding documents, including the 2030 Strategic Master Plan and the forthcoming Local Hazards Mitigation Plan (LHMP). By embedding robust public engagement throughout, the effort assures that policy updates for resource management, circulation, and safety not only meet regulatory requirements but also reflect community priorities and insights. MIG's interdisciplinary team of advisors and experts, supported by staff with a strong understanding of Rosemead based on extensive prior work in the City, will guide the policy direction. Drawing on diverse technical knowledge and practical experience, the team will help craft a responsive, inclusive, and adaptive plan. This approach fosters a meaningful integration of State law compliance with local values, enabling a plan that advances equity, resilience, and sustainability across Rosemead's parks, transportation networks, and emergency preparedness systems. RESOURCE MANAGEMENT ELEMENT: CULTIVATING COMMUNITY LIVABILITY The Resource Management Element update will align with the Strategic Master Plan's vision to expand and diversify access to parks, green space, and cultural resources through inclusive planning, targeted investment, and strong community partnerships, with a focus on improving access in underserved areas. It will promote equitable distribution of recreational amenities, focusing on youth, seniors, non-English speakers, and Individuals with special needs. To strengthen the Element's policy foundation, MIG Director of Parks and Recreation Cindy Mendoza will serve as a senior advisor, bringing her national leadership and award-winning expertise in park and recreation planning. With nearly four decades of experience, from hands-on program delivery to shaping policy for cities across the country, Cindy will provide strategic guidance on integrating best practices, equity - driven approaches, and actionable policies into the Plan. Future policies will build upon the foundation established in the Strategic Master Plan, supporting new parks and greenbelts, urban open spaces, enhancements to existing facilities, and responsive programming. These policies will remain flexible to incorporate insights and priorities that emerge through ongoing community engagement. Strong partnerships with local organizations, cultural groups, and sports teams will continue to play a vital role in expanding services and activating public spaces. The update will also elevate cultural arts through initiatives such as a Cultural Arts Commission, expanded citywide events, and public art opportunities like an Art Walk. Additionally, it will advance environmental and equity goals, including natural resource conservation, air and water quality improvement, mineral resource management, and climate resilience. Policies will encourage sustainable practices such as green building, low -impact development, climate -adaptive landscapes, tree canopy expansion, and green infrastructure for stormwater and heat management. City of Rosemead I Focused General Plan Update 5 CIRCULATION ELEMENT: MOVING ROSEMEAD FORWARD The updated Circulation Element will assure compliance with evolving State laws, including Complete Streets policies, emphasizing safe, accessible, and equitable mobility for all users. Active transportation, such as walking, biking, and transit, will be prioritized through policies that support enhanced sidewalks, improved crosswalks, and expanded bicycle infrastructure integrated into street improvement projects. The Element will align with the 2030 Strategic Master Plan by advancing ongoing street and infrastructure Improvements, pursuing funding opportunities, and promoting multi -modal transportation systems. Additionally, it will explore solutions to parking challenges through the development of structured parking and preferential residential parking districts, fostering a balanced and sustainable transportation network. In addition, MIG Team Member Lochner, who prepared the City's 2010 Circulation Element, will work closely with the team to provide technical and policy assistance, leveraging their knowledge of the Plan's foundational framework and its evolution over time to inform updated strategies and priorities. The Element will also include an infrastructure analysis that addresses the condition, capacity, and future needs of essential systems such as water supply, wastewater, storm drainage, and utilities. This analysis will support coordinated capital improvements so that mobility and infrastructure investments are aligned to meet long-term community needs and resilience goals. To strengthen this component, MIG Director of Engineering Nathaniel Riedy, PE, will provide policy guidance on infrastructure planning, verifying that the Element reflects technical expertise, aligns with industry best practices, and supports the City's operational and sustainability objectives. 6 City of Rosemead I Focused General Plan Update SAFETY ELEMENT: PROTECTING PEOPLE & PLACE The updated Safety Element will align closely with the City's forthcoming LHMP for a coordinated approach to risk identification, mitigation, and emergency preparedness. It will address natural hazards like seismic activity, fault rupture, flooding, and climate -related threats such as extreme heat, storms, and drought. The Element will also evaluate human -related risks, including wildfire exposure and hazardous materials, promoting policies that reduce vulnerabilities through smart land use, coordinated response, and strong public safety services. Fire protection and law enforcement capacities will be reviewed for adequate staffing and resources. Climate resilience will be a key focus, guiding adaptation strategies to protect vulnerable populations and critical infrastructure. Environmental justice will also be integral, prioritizing pollution reduction and risk mitigation in disadvantaged communities. While the Safety Element update will not completely redo the existing environmental justice analysis, it will augment it as needed to reflect new data, policies, and community priorities. In line with the 2030 Strategic Master Plan, the Element will promote proactive community safety through stronger neighborhood partnerships, enhanced public safety presence, ongoing education, infrastructure maintenance, and regional collaboration. To enhance these efforts, MIG Director of Health Equity Rachel Bennett will provide her expertise in health equity, primarily guiding the Safety Element but also informing the Resource Management and Circulation Elements. With over 15 years of experience advancing environmental justice and building healthy, thriving communities, Rachel works closely with community organizations, public agencies, and funders to address challenges including climate change, health inequities, and disinvestment in underserved neighborhoods. Her contributions will support a General Plan update centered on equity and resilience across all elements. PUBLIC ENGAGEMENT MIG is a recognized innovator and leader in public engagement, committed to inclusive and participatory planning that authentically reflects community diversity and voices. The Public Engagement strategy for Rosemead will focus on accessible outreach tailored to the City's richly diverse population, including its significant Spanish- and Chinese -speaking communities. To enable broad and meaningful participation, the approach will employ a variety of engagement methods such as an interactive project website featuring story maps, targeted outreach to local leaders and key community groups, and culturally relevant storytelling materials designed to connect with residents on a personal level. Mobile engagement booths and/or hands-on community workshops will offer convenient, welcoming spaces for residents to share their ideas and feedback. Throughout the process, regular plan review and feedback meetings will promote transparency, keep the community informed, foster collaboration, and help build a shared, community -driven vision for Rosemead's future. Scope of Work This scope of work outlines the tasks, subtasks, meetings, and deliverables associated with the Focused General Plan Update for the City of Rosemead. The project is anticipated to span one year and Is structured to allow for strategic collaboration and flexibility throughout its duration. Coordination is assumed to occur through regular virtual and in-person check -ins, with clear roles, expectations, and communication protocols maintained throughout the process. This scope assumes a collaborative approach in which City staff will review and provide feedback on all major deliverables; final deliverables will reflect City staff input. TASK 1: KICK-OFF, COORDINATION, AND PROJECT MANAGEMENT 1.1 Kick-off Meeting MIG will facilitate an in-person project kick-off meeting with City staff to confirm project goals, roles, scope, deliverables, and the overall timeline. The meeting will be limited to one hour and will also cover data needs, mapping expectations, and coordination protocols. MIG will provide an agenda and data needs list; MIG will prepare a meeting summary and action item list. 1.2 Ongoing Coordination and Check -ins MIG will maintain regular communication with City staff through up to 10 virtual check-in meetings throughout a one-year (12 months) time frame, each lasting no more than 15 to 30 minutes. These meetings will support continuous progress, troubleshoot emerging issues, align upcoming deliverables, and keep the project on schedule. MIG will also participate in up to two additional in-person coordination meetings at key milestones, each lasting no more than one hour. Following each meeting, MIG will provide a summary email identifying key discussion points and action items. City of Rosemead I Focused General Plan Update 7 1.3 Project Management: Tracking Progress and Deliverables MIG will manage internal workflows and timelines, coordinate across team members, and monitor deliverables for consistency with the approved scope, schedule, and budget. This includes internal tracking tools, status updates, and preparing materials for review cycles, as well as coordinating with City staff on deadlines and expectations. If MIG's assigned Project Manager changes during the course of the project, MIG will provide a replacement with comparable qualifications at no additional cost to the City. If the City's designated Project Manager changes, MIG may incur additional costs related to project orientation, transition meetings, and review of prior work. Such costs will be billed as additional services upon approval by the City. Task 1 Deliverables: » Kick-off meeting agenda and summary Internal project schedule and tracking tools » Ongoing coordination notes and check-in updates Task 1 Meetings. » 1 in-person Kick-off Meeting (1 hour) » Up to 10 virtual check -ins (30 -minutes each) >> Up to 2 in-person coordination meetings (1 -hour each) TASK 2: BASELINE REVIEW AND EXISTING CONDITIONS 2.1 Policy Trends and Regulatory Compliance Brief MIG will prepare a concise Compliance Brief summarizing relevant State and regional planning mandates, best practices, and emerging trends that impact the Resource Management, Safety, and Circulation Elements. The Brief will identify key requirements and provide guidance on aligning with current regulatory frameworks. The City will have one review period to provide comments on this Brief. 8 City of Rosemead I Focused General Plan Update 2.2 Conditions Report and Interactive Story Map MIG will synthesize findings from the baseline review and Compliance Brief into a technical Existing Conditions Report that highlights key issues, opportunities, and considerations for each element. MIG will prepare the technical sections for the Resource Management and Safety Elements, while Lochner will provide the analysis for the transportation component of the Circulation Element. MIG will also provide the existing conditions analysis for Infrastructure within the Circulation Element. To support broader public understanding, MIG will create an interactive, multilingual Story Map that draws from the content of the report but presents the information in a more visual and accessible format. The Story Map will be mobile -friendly and feature graphics, interactive maps, and digestible summaries tailored for the public. The Story Map will be updated once to incorporate new information prior to finalization. The City will have one round of review and comment on both the draft Conditions Report and Story Map prior to finalization. Task 2 Deliverables: Policy Trends and Regulatory Compliance Brief (PDF) » Technical Existing Conditions Report (PDF) Multilingual Interactive Story Map (ArcGIS Online Story Map) IMAM ACCFS5C5SUEIt4tNA1F4kCi4tsYN3tot�t::;z.+:c:<: TASK 3: CULTURAL COMMUNITY ENGAGEMENT 3.1 Community Engagement Plan MIG will develop a comprehensive Community Engagement Plan outlining a strategic approach to reaching Rosemead's diverse populations, with specific attention to Chinese, Latino/Hispanic, and White communities. The Plan will define tailored engagement goals for each cultural group, informed by local demographic trends and community dynamics. The Community Engagement Plan will detail culturally appropriate outreach methods, translation and interpretation needs, and preferred communication channels. The Community Engagement Plan scope of work allows one round of review. 3.2 Project Website MIG will design and launch a multilingual, mobile - friendly website using the Esri ArcGIS Online platform that serves as an interactive digital hub for the project. Available in English, Spanish, Vietnamese, and Simplified Chinese, the site will present key information in accessible formats and include a document library, project schedule, news updates, and an overview of the Focused General Plan Update process. Developed in coordination with the City, the Story Map will be regularly updated to reflect project milestones and incorporate community feedback tools that support ongoing public engagement. One round of review will be provided for the project website. 3.3 Cultural Community Partnerships MIG will focus on identifying and engaging a short list of culturally rooted organizations—such as community centers, religious institutions, schools, small business associations, and neighborhood -based groups—that can help share project information and promote engagement activities. These partners will serve as trusted messengers, helping to extend the City's reach Into diverse communities. To support this effort, MIG will prepare a brief Community Partnership Matrix that includes a list of recommended partner organizations with contact information and focus areas, along with suggested roles for each (e.g., message dissemination, promoting events, volunteer referrals). This streamlined approach will emphasize building connections that can be leveraged throughout the project while keeping tasks aligned with the available budget. 3.4 Outreach and Storytelling Materials MIG will create a suite of culturally relevant and multilingual outreach materials that reflect the identities, values, and priorities of Rosemead's communities. This suite will include up to 10 different collaterals, including flyers, social media content, posters, and digital graphics. Each of the 10 collaterals will be translated into three languages: English, Spanish, Vietnamese, and Chinese. City of Rosemead I Focused General Plan Update 9 3.5 Community Engagement Option: Pop -Up Booths or Hands -On Workshop MIG will organize and facilitate one of the following engagement formats, based on the City's preference: >> Option A: Two On -the -Go Engagement Booths. MIG will host two pop-up booths at high -attendance cultural events or community gatherings, such as the Lunar New Year Festival, Cinco de Mayo celebrations, and/or night markets. Each booth will last up to two hours and be staffed by up to two MIG team members, including bilingual and bicultural staff who will facilitate conversations, distribute multilingual materials, and offer interactive activities to spark engagement. A single set of Interactive boards and handouts will be developed for use at both events. MIG will coordinate with City staff to select strategic venues and will prepare a summary of community input. » Option B: One Hands -On Community Planning Workshop. MIG will host a two-hour, Interactive, in-person workshop focused on the three updated General Plan elements: Resource Management, Safety, and Circulation. The workshop will include collaborative mapping, visual preference surveys, and small -group discussions designed for cultural inclusivity. Translators and child -friendly activities will be provided to encourage participation. MIG will prepare all workshop materials, print presentation boards, and facilitate the event; the City will secure the venue, print handouts, provide refreshments and staff support, and promote the event through its outreach channels. MIG will prepare a summary of community input. 10 City of Rosemead I Focused General Plan Update In both formats, MIG will make certain engagement is accessible, culturally responsive, and designed to gather meaningful feedback from a broad cross-section of Rosemead's community. 3.6 Study Sessions: Plan Review and Feedback with Commissions MIG, in conjunction with City staff, will coordinate and facilitate up to four study sessions with key City commissions to present draft Plan recommendations, gather feedback, and assure alignment with community priorities and departmental objectives. Sessions may be scheduled with the Parks Commission, Planning Commission, Public Safety Commission, and Traffic Commission. Each meeting will last no more than 1.5 hours and include one MIG staff member. MIG will prepare tailored presentation materials, summaries, and supporting visuals, as needed. Each session will be designed to encourage meaningful discussion, address commission -specific concerns, and document input to help refine final Plan deliverables. Task 3 Deliverables: » Community Engagement Plan (PDF) » Multilingual project website / Story Map (ArcGIS Online) >> Community Partnership Summary (Word/Excel) » Multilingual outreach and storytelling materials (up to 10 pieces; various file types) Interactive boards and handouts for events u Planning workshop materials (PDF) Presentations and summaries for 4 commission study sessions (PowerPoint) Task 3 Meetings: » 2 "On -the -Go" pop-up engagement booths at community events or one hands-on, in-person Community Planning Workshop » 4 study sessions with City Commissions (e.g., Parks, Planning, Public Safety, Traffic) TASK 4: FOCUSED GENERAL PLAN AMENDMENTS 4.1 Preliminary Draft: Resource Management Element MIG will prepare a Preliminary Draft of the updated Resource Management Element aligning with the City's 2030 Strategic Master Plan and reflecting community priorities for equitable access to parks, green space, and cultural amenities. The Element will include technical context text along with goals, policies, and programs addressing recreational programming, cultural arts, natural resource conservation, and climate resilience, with a focus on underserved areas. Up to two rounds of review will be provided on the Preliminary Draft by City staff. 4.2 Preliminary Draft: Circulation Element MIG, in collaboration with Lochner, will prepare a Preliminary Draft of the Circulation Element that complies with Complete Streets requirements of Section 65302(b)(2)(A) and the specific safety provisions of SB 932. We will also address other State mandates, prioritizes active transportation, and includes an infrastructure analysis addressing water, wastewater, storm drainage, and utilities. The Element will include context text plus goals, policies, and programs aligned with ongoing mobility improvements and community Infrastructure goals. City staff will have up to two rounds of review on the Preliminary Draft. 4.3 Preliminary Draft: Safety Element MIG will prepare a Preliminary Draft of the Safety Element, coordinated with the City's forthcoming Local Hazards Mitigation Plan. The Element will include context text and goals, policies, and programs addressing natural and human -related hazards, climate adaptation, emergency preparedness, and environmental justice, with a focus on protecting vulnerable populations. The Preliminary Draft will undergo up to two rounds of review by City staff. 4.4 Public Review Drafts: Updated Elements Following revisions to the Preliminary Drafts, MIG will prepare Public Review Drafts of the Resource Management, Circulation, and Safety Elements. These versions will incorporate feedback from City staff and commissions. One round of review may be provided by City staff before finalizing the drafts for public release. Task 4 Deliverables: » Preliminary Drafts of all 3 Elements (Word) Public Review Drafts of all 3 Elements (PDF) City of Rosemead I Focused General Plan Update 11 O ntlws Ma,zaas Genxn,ors �€ O io.c Pekare Fvento.y SupeRr.nd C¢anup 5ne ^/lam Ae 6.ne51m<Ifo.mcUotlM1M �'6 �_ sa v ,aged Communi,ier w., M,, o,, ¢a'o m umm wa City of Rosemead I Focused General Plan Update 11 Figure RM -2: =creation Facilities TASK 5: CEQA ADDENDUM 5.1 Draft CEQA Addendum MIG will prepare a Draft CEQA Addendum to the 2008 General Plan Update EIR for the Focused General Plan Amendments to the Circulation, Resource Management, and Safety Elements. Since the update does not propose any changes to land use designations or buildout assumptions, no new growth -related impacts are anticipated. The Circulation Element amendments will not add any new vehicle -carrying capacity to roadways, focusing instead on safety, multimodal access, and system efficiency. The Addendum will summarize the relevant findings from the 2008 EIR, describe the proposed amendments, compare them to the original project, and qualitatively evaluate potential environmental effects to confirm they remain within the scope of the prior EIR. If the analysis identifies environmental effects outside the scope of the prior EIR, additional CEQA documentation would be required, which is not Included in the current scope or budget. The document will conclude with findings under CEQA Guidelines Sections 15162-15164 that no supplemental or subsequent EIR is required. MIG will also prepare Tribal Consultation materials consistent with the requirements of SB 18 and AB 52, including letter templates and supporting documentation. MIG will not participate directly in Tribal Consultation, but can provide guidance to City staff as needed. Participation in Tribal Consultation would be an added cost 5.2 Final CEQA Addendum Following one round of City review, MIG will finalize the CEQA Addendum for adoption alongside the updated General Plan Elements, incorporating any necessary revisions based on City feedback. Task 5 Deliverables: » Preliminary Draft CEQA Addendum (Word) » Public Review Draft CEQA Addendum (PDF) 12 City of Rosemead I Focused General Plan Update Figure MI -3: Bus Transit Routes Task 5 Meetings: » 1 review meeting for Draft CEQA Addendum (1 -hour) TASK 6: ADOPTION AND FINAL DOCUMENTS 6.1 Planning Commission Hearings and Recommendations MIG will support up to two Planning Commission hearings, preparing technical materials and PowerPoint presentations to summarize the updated elements and facilitate Commission discussion. Feedback will be documented and used to inform final revisions. As part of the adoption the City shall include a Zoning Amendment to update Chapter 10.08 to Incorporate any revised truck routes, If applicable. 6.2 City Council Hearings and Adoption MIG will support up to two City Council hearings, including preparation of staff reports, presentation slides, and talking points to assist with the adoption of the Focused General Plan Amendments and CEQA Addendum. 6.3 Final Approved Elements and Supporting Materials Following adoption, MIG will prepare final, professionally formatted versions of the approved Resource Management, Circulation, and Safety Elements, as well as any supporting materials requested by the City, such as summaries or presentation graphics. Task 6 Deliverables: » Presentation materials for up to 4 public hearings (PowerPoint) » Final approved General Plan Elements (PDF) Task 6 Meetings: » Up to 2 Planning Commission hearings » Up to 2 City Council hearings CITY OF ROSEMEAD, CALIFORNIA Rosemead Focused General Plan p4aR GwdmWm :WMre �'+ M CLh Meeo[9 WebYe. ® � C V •i� •vrtip 4 �n Ypp�'YT as4 GegluwGe(.:.. WMtiw IkWn Mereg[m.em maFe.. nbN® ICfOP u PROCESS SCHEDULE :Re[uleJm 91M' 6mren� Clly of ROSemeaE I Fo[uSCC General Plen llpJn�e t3 Section 2. Project Team, Key Personnel & Resumes About the MIG Team For the Rosemead Focused General Plan Update, MIG has assembled an exceptional team of professionals and advisors. Leading the effort is Lisa Brownfield as Principal -in -Charge, bringing nearly 40 years of General Plan experience to assure high-quality deliverables that meet legislative requirements. Her extensive leadership experience includes General Plan updates for Whittier, Costa Mesa, Cudahy, and Redwood City, among others, as well as a deep understanding of Rosemead having led the City's 2010 Comprehensive General Plan Update and the Garvey Avenue Specific Plan. With nearly 30 years of experience, Jose M. Rodriguez will serve as Project Manager, overseeing key components such as community engagement and preparation of General Plan Elements. Having played a critical role in Rosemead's 2010 update, Jose has worked on and led over 25 General Plans across California, including updates for Compton, Downey, Santa Fe Springs, and Walnut, and has directed key elements such as safety, environmental justice, land use, and natural resources for Paramount, Signal Hill, Long Beach, and Marin County. Lisa and Jose will be supported by key technical staff and advisors who bring specialized expertise. Cultural Community Engagement Lead Ana Sheila Victorino and Engagement Associate Sara Perez Rojas specialize in communicating complex planning concepts and engaging the public in these efforts. Planning Associate Alfonso Ramirez will work closely with Jose to prepare the Resource Management and Safety Elements updates and support engagement efforts. MIG Director of Environmental'Services Bob Prasse will lead preparation of the CEQA Addendum to the 2008 General Plan Update EIR. MIG's Principal Cindy Mendoza, CPRP, national leader in parks and recreation planning, will guide the Resource Management Element, while MIG Director of Engineering Nathaniel Redly, PE, will provide expert policy guidance on infrastructure planning Integral to the Circulation Element. To center health equity and environmental justice in the update, Rachel Bennett, MIG's Director of Health Equity, will advise primarily on the Safety Element and contribute across all three elements. Lochner, formerly KOA, will lead transportation planning and analysis for the Circulation Element, drawing on their experience preparing the City's 2010 Circulation Element, as well as general plans, circulation elements, and active transportation plans throughout Southern California. Principal Carlos Velasquez, AICP, will lead transportation planning and analysis, with support from Planners Hilary Mau and Armin Jorgenson, AICP. TEAM ORGANIZATION `( RI COE EAD Lisa Brownfield, Principal -in -Charge Jose Rodriguez, Project Manager Jose Rodriguez, Lead Carlos Velasquez, Lead Jose Rodriguez, Lead Ana Sheila Victormo, Bob Prasse, Lead Alfonso Ramirez Hilary Mau Alfonso Ramirez Lead Armin Jorgenson Jose Rodriguez Lochner Sara Perez Rojas Cindy Mendoza, Nathaniel Riedy, Rachel Bennett, Advisor Advisor Advisor 14 City of Rosemead I Focused General Plan Update EDUCATION » MArchUP, University of California, Los Angeles » BScUP, California State Polytechnic University, Pomona PROFESSIONAL AFFILIATIONS » American Planning Association (APA) CERTIFICATIONS » American Institute of Certified Planners (AICP), 1990 AWARDS » Merit Award for Small Jurisdiction: Adelanto North 2035: Sustainable Comprehensive Plan, APA, Inland Empire Section, 2017 » Outstanding Achievement for Small Jurisdiction Planning Effort: Redwood City General Plan, APA Northern Section and California Chapter, 2012 Lisa Brownfield PRINCIPAL -IN -CHARGE I MIG Lisa Brownfield leverages her 30+ years of planning expertise to help public and private clients find and define the best path forward on issues ranging from land use and housing to sustainability, environmental justice, and circulation. As a child sitting in the backseat of her mother's Mustang, Lisa had an innate curiosity for cities; she imagined how vacant or run-down spaces could be improved and become community assets. Now she directs and manages projects that create positive change for entire cities and their residents. Lisa is adept at working collaboratively with client staff, ensuring that they have a sense of ownership and accomplishment throughout the planning process. The diversity and depth of her experience allows her to frame discussions, keeping projects moving toward successful outcomes. Whether she's developing a general plan, specific plan, or environmental analysis, Lisa's focus is always on the future and the potential benefits that can be achieved for each community. SELECTED PROJECT EXPERIENCE » Rosemead General Plan, Rosemead, CA » Garvey Avenue Corridor Specific Plan, Rosemead, CA » Whittier General Plan and Housing Element Update, Whittier, CA » Commerce General Plan, Commerce, CA » Cudahy General Plan and Zoning Code, Cudahy, CA » Costa Mesa General Plan Update and EIR, Costa Mesa, CA » Huntington Beach General Plan, Huntington Beach, CA » Redwood City General Plan Update, Redwood City, CA » Redwood City Inner Harbor Specific Plan, Redwood City, CA » Monrovia Housing Element Update, Monrovia, CA » Monrovia TOD Specific Plans, Monrovia, CA » Adelanto North 2035: Sustainable Comprehensive Plan, Adelanto, CA » Arrow Highway Corridor Specific Plan, Glendora, CA » Big Bear Lake Moonridge Corridor Specific Plan and EIR, Big Bear Lake, CA » San Carlos Housing Element and Safety Element, San Carlos, CA » Half Moon Bay Housing Strategy Study, Half Moon Bay, CA City of Rosemead I Focused General Plan Update 15 EDUCATION MUP, University of California, Los Angeles BS, Urban and Regional Planning California State Polytechnic University, Pomona PROFESSIONAL AFFILIATIONS >> American Planning Association (APA) TEACHINGS Adjunct Professor, Department of Urban and Regional Planning, California State Polytechnic University, Pomona Jose M. Rodriguez PROJECT MANAGER, DIRECTOR OF GIS SERVICES I MIG With extensive experience spanning 25 years, Jose M. Rodriguez is a seasoned manager of advanced planning projects who excels in leading community engagement and outreach programs. His expertise includes managing a wide range of planning projects such as general plans, housing elements, specific plans, zoning ordinances, objective design standards, and guidelines. Jose has also helped numerous cities adopt certified housing elements that satisfy the Regional Housing Needs Assessment requirements, utilizing Geographic Information System (GIS) to pinpoint suitable housing sites. He has a track record of developing both focused and comprehensive zoning ordinances and development codes, and is currently aiding the City of Whittier in preparing their objective design standards and focused zoning code amendments. Additionally, Jose is providing his expertise to other cities in preparing zoning amendments to address the 6th Cycle Housing Element Implementation programs. As Director of MIG GIS Services, Jose specializes in land use analysis and zoning map updates, having successfully updated the land use and zoning maps for the cities of Paramount and Montebello, converting their outdated maps to parcel -specific GIS maps. His most recent project involves assisting municipalities in Contra Costa County to create an online GIS map that identifies 6th Cycle Housing Element sites and their proximity to high-quality transit corridors. SELECTED PROJECT EXPERIENCE » Rosemead General Plan, Rosemead, CA » Paramount Housing, Safety, and Environmental Justice Elements, Paramount, CA » Santa Fe Springs General Plan Update and Target Zoning Code Amendments, Santa Fe Springs, CA >> Whittler General Plan Update and Planning Services, Whittler, CA Compton General Plan, Compton, CA » Commerce General Plan and Zoning Update, Commerce, CA » Desert Hot Springs General Plan Update, Desert Hot Springs, CA • Santa Ana General Plan Technical Studies and Zoning Code Update, Santa Ana, CA • Long Beach Land Use Element, Long Beach, CA » Burlingame General Plan and Zoning Ordinance, Burlingame, CA » Signal Hill Environmental Justice and Environmental Resources Elements, Signal Hill, CA » Walnut General Plan Update, Walnut, CA » Montebello GIS Zoning Map Services, Montebello, CA » Lakewood Parks, Recreation, and Community Services Long -Range Plan, Lakewood, CA 16 City of Rosemead I Focused General Plan Update EDUCATION » MA, Geography, (Teaching Fellowship), University of Oregon » BS, Geography (Honors Scholar), James Madison University CERTIFICATION » NRPA Certified Park and Recreation Professional PROFESSIONAL AFFILIATIONS » National Recreation and Park Association » Oregon Recreation and Park Association PRESENTATIONS AND PUBLICATIONS » Searching for the Fourth Pillar of Parks & Recreation. NRPA 2021. » Wildfire Implications for Park Conservation, Equity & Health. NRPA Magazine, 2020. » Parks & Recreation in the 21st Century. CPRS 2016. Cindy Mendoza DIRECTOR OF PARKS AND RECREATION SERVICES I MIG Cindy Mendoza's leadership and award-winning expertise in park and recreation planning is a catalyst for community livability across the nation. Her affinity for developing parks and programs began 35 years ago as a recreation leader and soccer coach for underserved kids in her community. Through this work, she saw firsthand the life -changing benefits of parks, programs, and natural areas to youth and their families. Clients and colleagues find Cindy to be a solution -oriented pragmatist, working collaboratively to strategize the right mix of programs, facilities, and policies to maximize resources and meet each community's unique needs. As a writer and facilitator, she brings together diverse perspectives, synthesizing outreach findings and technical data to articulate desired outcomes and support action. An authority In the field, she has published and spoken extensively at the state and national level on the evolution of parks and recreation and its contributions to community livability. As MIG's Director of Parks and Recreation, Cindy offers best practices and the capacity to make all communities thrive though people, parks, and programs. SELECTED PROJECT EXPERIENCE » Parks, Recreation, and Community Services Long -Range Plan, Lakewood, CA » Comprehensive Parks Recreation and Open Space Plan, Lancaster, CA » Parks and Recreation Master Plan, Corona, CA » Parks Master Pian, Santa Ana, CA Parks and Recreation Master Plan (CPRS Award), Apple Valley, CA » Parks and Recreation Facilities Master Plan, Hercules, CA » Parks and Recreation System Plan, Cupertino, CA » Youth, Parks, and Community Enrichment Strategic Plan, Sacramento, CA » Facility Needs Assessment, Los Altos Hills, CA » Parks, Recreation, and Leisure Plan, Mountain House, CA » South Lake Tahoe Parks, Trails, and Facilities Plan, EI Dorado County, CA » Park Master Plan for New Developments, Tracy, CA » Parks and Recreation Master Plan (ORPA Planning Award), Tualatin, OR » Parks, Recreation, and Open Space Plan, Monroe, WA » Tualatin Basalt Creek Recreation Plan, Tualatin, OR » Parks, Recreation, and Open Space Master Plan, West Linn, OR » Parks and Recreation, Trails, and Natural Areas Master Plan (ORPA Vision, Insight, Planning Award), Gresham, OR » Parks and Recreation Master Plan, Murray, UT » Parks, Recreation, and Open Lands Plan, Loveland, CO » Parks, Recreation, and Open Space Master Plan, Addison, TX City of Rosemead I Focused General Plan Update 17 EDUCATION >> BS, Civil Engineering, University of Washington REGISTRATIONS » Professional Engineer: CA #80161, CO #0050429, TX #126555, WA #50177, AL#35421 Nathaniel Riedy, PE DIRECTOR OF ENGINEERING I MIG Nathaniel Riedy is a highly skilled and adaptable civil engineer whose experience and expertise have contributed to infrastructure projects across the country. Nathaniel's early aspiration to improve quality of life in the built environment is continuously achieved with each new project— from site engineering and stormwater management to utility design and street improvements. As a project manager, he is committed to project stewardship from initial planning to post -construction sustainability. As a water resources and environmental engineering specialist, Nathaniel focuses on using green Infrastructure and Low Impact Development principles to meet performance targets, mitigate costs, facilitate future maintenance, and protect or enhance the environment. His cross -training and collaboration with urban designers and landscape architects enables him to develop projects that are both functional and experiential. Nathaniel's technical communication and writing skills yield plans and documents that are succinct, well -organized, and easily readable by clients and laypersons alike. Registered in five states, he strives to ensure that project solutions are context sensitive to meet notjust engineering standards, but also the multifunctional needs and expectations of each community. SELECTED PROJECT EXPERIENCE » Green Infrastructure and Parks Master Plan (Implementation of Cudahy General Plan Update), Cudahy, CA » Covina Town Center Specific Plan Infrastructure Planning, Covina, CA » San Antonio Tomorrow Comprehensive Plan and Sub -Area Plans, San Antonio, TX San Marcos Comprehensive Plan and Sub -Area Plans, San Marcos, TX » 21st Street Green Storm Water Infrastructure Improvements, Paso Robles, CA » Yellow Brick Road Green Infrastructure, Richmond, CA >> Three Creeks Trail SWPPP, San Jose, CA >> Sunnydale Redevelopment Infrastructure Planning, San Francisco, CA » North Beach Resilient Plan, Corpus Christi, TX » San Saba Street and Pedestrian Improvements, San Antonio, TX » Corpus Christi North Beach Boulevard, Corpus Christi, TX National Western Center Campus Placemaking Study, Denver, CO » Lutheran Legacy Campus Master Plan, Wheat Ridge, CO » GSI Retrofit Project for CSO Control, King County, WA >> Hillcrest Terrace Community Center, Redmond, WA 18 City of Rosemead I Focused General Plan Update EDUCATION » MPH, University of California, Los Angeles, Fielding School of Public Health » MURP, University of California, Los Angeles, Luskin School of Public Affairs » BA, Psychology, University of California, Davis PRESENTATIONS » Urban Land Institute Building Healthy Places Forum, Building Health, Community, and Resilience at Earvin "Magic" Johnson Park, 2023 » American Public Health Association, Parks and Public Spaces — Working to Achieve Health Equity, 2021 » America Walks, Addressing Gentrification and Displacement In Creating Vibrant Communities, 2017 RECENT PUBLICATIONS » "A park is notjust a park': Toward counter -narratives to advance equitable green space policy in the United States", Cities, 2022 Rachel Bennett HEALTH AND EQUITY SPECIALIST I MIG Rachel Bennett is a national expert in public health and community planning. Rachel has created and implemented projects impacting communities across the nation to address a range of issues, including health, environmental justice, transportation, and climate resilience. She began her career with an international nonprofit organization that provided medical care and health education in countries around the world. Since then, Rachel has worked closer to home, focusing on how urban planning decisions and public infrastructure investments impact community health. Rachel earned one of UCLA's first dual degrees in public health and urban planning, and has spent the last 15 years advancing health equity through planning and public policy. Prior to joining MIG in 2023, Rachel spent a decade working at Prevention Institute, where she worked with local health departments and funders to invest in upstream prevention. Rachel's deep thinking, organizational acumen, and ability to segment a vision into Its component parts enable her to lead collaborative processes that center marginalized communities in determining the trajectory of their health. As Director of Health Equity, Rachel works with clients, communities, and MIG's own team to co -create policies, places, and programs that advance health for all. SELECTED PROJECT EXPERIENCE » Los Angeles County Public Works Equity in Infrastructure Initiative, Los Angeles County, CA » Los Angeles County Parks Needs Assessment Plus Implementation Project, Los Angeles County, CA » Clty/County Association of Governments of San Mateo County Strategic Plan, San Mateo County, CA » San Francisco Bay Conservation and Development Commission Environmental Justice Advisors Program Organizational Development Assessment, San Francisco Bay Area, CA » City of San Antonio Planning Department Strategic Plan, San Antonio, TX » City Parks Alliance Parks and Green Stormwater Infrastructure Initiative, Nationwide » Health in All Policies Regional Learning Community, Riverside and San Bernardino Counties, CA* » People, Parks, and Power National Initiative, Nationwide* » American Planning Association Planners4Health Learning Series, Nationwide* » First 5 LA Built Environment Policy Advocacy Fund, Los Angeles County, CA » Eden Area Livability Initiative Community Charrette, Alameda County, CA *Work completed prior to joining MIG City of Rosemead I Focused General Plan Update 19 EDUCATION >> MBA, University of California, Los Angeles, Anderson School of Management >> BA, Stanford University CERTIFICATIONS » Mind Body Coaching Certification, Embody Lab PROFESSIONAL AFFILIATIONS » The Latino Giving Circle, Community Partnerships Committee >> New Leaders Council, Governing Board Member, 2014-2015 » Los Angeles Education Partnership, Governing Board Member, 2018-2020 >> UCLA Anderson Latino Management Alumni Association, 2017-2019 » COLAGE, Governing Board Member, 2012-2014 » Hispanic Heritage Foundation, Senior Tech Advisor, 2008-2016 Ana Sheila Victorino INCLUSIVE ENGAGEMENT SPECIALIST I MIG Ana Sheila Victorino is a dynamic strategic planner and community engagement specialist focused on community -led, justice -oriented design, community building, and placemaking. Her work has helped cultivate environments—physical, digital, and cultural—where people feel safe, seen, and connected. Whether it's through a community workshop, a strategic planning process, a podcast, or a wellness initiative, Ana Sheila is most fulfilled when the work supports belonging and agency, especially for those who are often excluded. As a Mexican immigrant who first moved to a vibrant and low -resourced multicultural community in Chicago called Little Village, her formative years gave her a unique community -oriented lens and early deep curiosity about the human experience. She wanted to understand how people interact with systems, spaces, and each other. Through her time in software development as a product manager, Ana Sheila realized she craved a deeper connection to the people behind the data—to move from user experience to people experience and placemaking beyond the cloud—and wanted to make the interaction between people, systems, spaces, and each other more meaningful, equitable, and affirming. Ana Sheila brings a multidisciplinary toolkit—spanning product strategy, technology, storytelling, coaching, wellness, and community engagement strategy—to thoughtfully move forward projects that are rooted in connection, care, and collective impact. She bridges her analytical, cross -functional skillset with a people -first, justice -oriented approach to build experiences that are context -driven, ecologically rooted, and truly liberatory. SELECTED PROJECT EXPERIENCE >> Downey General Plan and Housing Implementation, Downey, CA >> Bell Gardens Strategic Plan, Bell Gardens, CA SELA Cultural Center Advisory Panel Facilitation, Los Angeles, CA >> LA County Internal Services Department Strategic Planning, Los Angeles County, CA » West Hollywood Strategic Plan, West Hollywood, CA >> West Hollywood Economic Study, West Hollywood, CA* » Samtrans Safety Culture Assessment, Several Bay Area cities, CA » Designing in Color, The Wathen Group, and Launch Latinx; Culture, Community Engagement, and Development Strategist; » Google, Prose, Launch Latinx, Emerson Collective, and WITH is for you; Holistic Career and Brand Coach' `Work completed prior to joining MIG 20 City of Rosemead I Focused General Plan Update EDUCATION Bob Prasse DIRECTOR OF ENVIRONMENTAL SERVICES I MIG Bob Prasse has extensive knowledge and expertise in urban planning and environmental analyses. A college class on the economics of environment peaked Bob's interest in the factors affecting the built environment, which led to a 35+ -year career working with public agencies and developers throughout Southern California. With his analysis, communications, and writing skills, Bob helps clients anticipate and adjust to changing conditions while still meeting project goals related to development reviews, general and specific plans, zoning ordinances, and entitlement services. He has managed, prepared, and processed CEQA and NEPA documentation for a wide range of planning projects, including large-scale mixed-use communities, public facilities, general plans, retail centers, and warehouse/logistics complexes. » MURP, University of Southern California SELECTED PROJECT EXPERIENCE » BA, Public Affairs (Urban » Santa Fe Springs General Plan EIR, Santa Fe Springs, CA Planning), University of » Whittier General Plan EIR, Whittier, CA Southern California » Clayton General Plan EIR, Clayton, CA » Monterey Park General Plan EIR, Monterey Park, CA » Cudahy General Plan EIR, Cudahy, CA » Desert Hot Springs General Plan EIR, Desert Hot Springs, CA » Covina Town Center Specific Plan EIR, Covina, CA » Smoky Hollow Specific Plan EIR, EI Segundo, CA » Duarte Station Residential/TOD Specific Plan EIR, Duarte, CA » Arrow Highway Specific Plan EIR, Glendora, CA » Duke Realty Logistics Warehouse EIR, San Bernardino County, CA » Compton General Plan EIR, Compton, CA* » EI Camino Bottling Plant EIR, Rancho Cucamonga, CA » PEMCOR Business Park EIR, Menifee, CA » Westminster Gardens Transitional Retirement Community EIR, Duarte, CA » Clearwater Specific Plan and EIR, Paramount, CA » Paramount Housing Element Negative Declaration, Paramount, CA » Azusa Housing Element, EIR Addendum, Azusa, CA » S. Alhambra Residential Condo IS/MND, Monterey Park, CA » Santa Ana Centennial Dog Park IS/MND, Santa Ana, CA » Condor Battery Energy Storage Facility Project IS/MND, Grand Terrace, CA 'Work completed prior to joining MIG City of Rosemead I Focused General Plan Update 21 EDUCATION » BA, Geography/Environmental Studies, and Minor in Urban and Regional Studies and GIS and Technology, University of California, Los Angeles Sara Perez Rojas ENGAGEMENT ASSOCIATE I MIG Sara Perez Rojas is a project associate dedicated to amplifying community members'voices. She has supported numerous planning and community engagement programs for multidisciplinary projects across Southern California. Sara has successfully designed and implemented survey instruments to elicit community Input over digital platforms and in paper format. With her experience and knowledge of GIS, Sara has effectively aided the visualization of data that she has adapted and applied to the production of community engagement materials and documents using Adobe InDesign. Sara utilizes her fluency In Spanish to connect and communicate with Spanish-speaking communities. Her passions and Interests lie in equity, housing, transportation, social justice, and urban forestry. She alms to ensure public outreach materials that are easy to comprehend and access. SELECTED PROJECT EXPERIENCE » Compton 2040 General Pian, Compton, CA » Pasadena Housing Element Community Engagement, Pasadena, CA » Pasadena Safe Speed Campaign, Pasadena, CA » Covina Active Streets, Covina, CA >> LA County and LA City Urban Forest Management Plans Engagement, Los Angeles County, CA Broadway -Manchester Active Transportation (ATP) Equity Project, Los Angeles, CA >> San Gabriel Valley Greenway Network Strategic Implementation Plan, San Gabriel Valley, CA >> LA County Department of Parks and Recreation Parks Needs Assessment Plus (PNA+), Los Angeles County, CA » Redwood City Environmental Justice Element, Redwood City, CA » Santa Ana Parks, Facilities, Trails, and Open Space Master Plan, Santa Ana, CA 22 City of Rosemead I Focused General Plan Update EDUCATION » BA, Urban Studies, and BA, Social Ecology, University of California, Irvine Alfonso Ramirez PLANNING ASSOCIATE I MIG Alfonso Ramirez supports planning and public engagement work, contributing his Spanish language skills and adept abilities in online engagement platforms. He is passionate about work that helps advance equity in disadvantaged communities. Alfonso believes in creating spaces that are sustainable, where communities can interact with their environment In ways that promote social welfare and economic viability. He enjoys community engagement and ensuring that diverse groups of planners, community members, and stakeholders be involved in every step of the planning process. He is knowledgeable in ArcMap and GIS and uses these tools to present data to the public in a graphic, easy -to -understand manner. This empowers community members and encourages them to become actively involved in their communities and local politics. SELECTED PROJECT EXPERIENCE » Santa Fe Springs General Plan Environmental Justice Workshop, Santa Fe Springs, CA » Whittier Housing Element, Whittier, CA » Paramount Housing and Environmental Justice Elements, Paramount, CA » Garden Grove Housing Element, Garden Grove, CA » Compton 2040 General Plan, Compton, CA » Pasadena Housing Element Community Engagement, Pasadena, CA » Monrovia Environmental Justice Element, Monrovia, CA » Contra Costa County ABAG — Affirmatively Furthering Fair Housing Collaborative Technical Report, Contra Costa County, CA » Redwood City Environmental Justice Element, Redwood City, CA » Santa Ana Parks, Facilities, Trails, and Open Space Master Plan, Santa Ana, CA » Los Angeles County Department of Parks and Recreation Parks Needs Assessment Plus (PNA+), Los Angeles County, CA City of Rosemead I Focused General Plan Update 23 EDUCATION » MA, City and Regional Planning, University of California, Berkeley » BA, Geography/Environmental Studies and History, University of California, Los Angeles REGISTRATIONS/ CERTIFICATIONS » American Institute of Certified Planners (AICP), #026845 PROFESSIONAL AFFILIATIONS » American Planning Association » Urban Land Institute, Young Professionals in Transportation » League Certified Instructor, League of American Bicyclists Carlos Velasquez, AiCP PRINCIPAL TRANSPORTATION PLANNER I LOCHNER Carlos Velasquez has experience in transportation planning, general plan and specific plan circulation element updates, traffic circulation, and bicycle/pedestrian planning. He has worked on projects addressing transit operations, pedestrian circulation and safety, bikeway planning, traffic studies, and economic revitalization. He is experienced in a number of planning studies that address transportation planning for existing and planned rail transit stations and transit -oriented districts. He also has experience in conducting analyses of transit trip generation and transit system capacity, analyzing pedestrian safety issues involved with sidewalk level of service and access to/from transit stations and parking; and assistance in analyzing traffic circulation Impacts and mitigation on surface streets and highways. SELECTED PROJECT EXPERIENCE » Monterey Park Circulation Element for General Plan Update. Project Manager. Lochner updated the Circulation Element for the City of Monterey Park General Plan. Lochner forecasted the future year 2040 traffic volumes for the land use plan scenarios. To comply with SB743, Lochner estimated the vehicle miles traveled (VMT) for each land use scenario, under the existing conditions and future year 2040 settings. Lochner conducted level -of -service (LOS) analysis for more than 40 intersections by using the NCHRP765 methodology. Lochner provided mobility recommendations that incorporated improved transit use, active transportation opportunities, and the leverage of proximity to assets such as the Metro Gold Line. » Bell Gardens Circulation & Transportation Element Update. Project Manager. The City retained Lochner to prepare their circulation element update. The project entailed re -envisioning the City's transportation network to ensure that the City is positioned for California's VMT policy and is more conducive to non -motorized transportation facilities. The Circulation Element update was Incorporated into the City's overall General Plan and sought to guide the City's transportation policy over the next three decades. Carlos led the Lochner team that analyzed the existing transportation network. Lochner modeled existing and anticipated build -out VMT numbers. In the study, Lochner provided recommendations to update parking and transportation demand management policies and to reclassify any streets based on their existing volumes and anticipated usage. An assessment of micromobility strategies and microtransit was included. The study ensured that the City remains forward -thinking regarding transportation planning and policy. As Project Manager, Carlos oversaw the overall recommendations, coordinated with the client, and ensured staffing resources were adequate for completing project deliverables. Carlos worked closely with Public Works to present the proposed circulation element to City Council for formal approval. 24 City of Rosemead I Focused General Plan Update Hilary Mau TRANSPORTATION PLANNER I LOCHNER Hilary Mau has more than 18 years of experience assisting with the preparation of transportation planning project studies for public and private clients throughout the Southern California region. Her responsibilities include preparation and review of transportation impact studies, parking supply and demand studies, shared parking analyses, traffic circulation and access studies, Transportation Demand Management (TDM) Plans, mitigation monitoring reports, and traffic signal warrant analyses. SELECTED PROJECT EXPERIENCE EDUCATION » City of Buellton Traffic Impact Analysis (TIA) & Vehicle Mlles Traveled (VMT) Guidelines. Project Planner. Lochner is preparing the City of Buellton's » MS, Urban and Regional traffic impact analysis (TIA) guidelines as well an updated set of TIA policies Planning, California State that incorporate vehicle miles traveled (VMT) as a criterion in determining Polytechnic University, transportation impacts under the State's California Environmental Quality Pomona Act (CEQA) required by Senate Bill (SB) 743 and the recent changes to » BA, Environmental Studies, Section 15064.3 of the CEQA Guidelines. Lochner is also developing a set University of California, of screening criteria to determine if a project would be screened out from Santa Cruz requiring a CEQA-level TIA via the development of a Buellton-specific set of VMT criteria. » City of Los Angeles Veteran Affairs West Los Angeles Master Plan. Project Planner, Originally, Lochner assisted the project team with an assessment of the traffic and parking implications of a proposed Master Plan to be developed in four phases. The traffic analyses included determining existing phase trip generation and future operating conditions at fourteen study intersections. Subsequently, we prepared an updated traffic and parking report with and analysis based on new traffic counts and an updated parking survey of the North Campus parking facilities. The existing and future conditions analysis evaluated 33 surface street intersections, 8 internal site intersections, and 10 internal site roadway segments, both without and with the project. Lochner also provided services for a master planning effort by analyzing traffic and parking Impacts associated with the U.S. Department of Veterans Affairs preparation of a Programmatic Environmental Impact Statement and Programmatic Environmental Impact Report (PETS/PEIR) for the West Los Angeles Campus Master Plan. The analysis for the North and South Campuses included a total of 55 study intersections and 22 roadway segments. Lochner also prepared a Campus Circulation Plan, which included developing strategies for improving the efficiency and sustainability of the internal roadway network. A parking impact analysis, transit analysis, Caltrans freeway impact analysis, construction traffic analysis, and vehicle miles traveled analysis were also prepared. City of Rosemead I Focused General Plan Update 25 EDUCATION » MUP, Mobility and Transportation Planning, Price School of Public Policy, University of Southern California, Los Angeles » BA, Urban Studies and Planning/ BS, Environmental Chemistry, Revelle College, University of California, San Diego REGISTRATIONS/ CERTIFICATIONS » American Institute of Certified Planners (AICP), #35558 Armin Jorgenson, AICP TRANSPORTATION PLANNER I LOCHNER Armin Jorgenson is a Planner with an emphasis on travel demand modeling, transportation analysis, public policy, and spatial analysis. In this role, he conducts travel demand modeling analyses, assesses future land use scenarios, their effects on Vehicle Miles Traveled (VMT), and prepares any necessary narratives to support CEQA documents. He has supported the cities of Twentynine Palms and Palm Desert with their Caltrans ATP applications and the City of Huntington Beach with their Local Roadway Safety Plan. Prior tojoining Lochner, Armin held roles at the City of Temecula, the Center for Sustainable Energy, and Omnitrans. In these roles, he produced maps, performed asset management, wrote grant applications, and made design recommendations for infrastructure projects. SELECTED PROJECT EXPERIENCE » City of La Habra La Habra Boulevard Specific Plan. Project Planner. Lochner is helping the City to outline future mobility improvements along the historic downtown corridor, La Habra Boulevard. Lochner is supporting the City's environmental Impact report efforts by analyzing current and future Vehicle Miles Traveled (VMT), as well as vehicle delay and level of service as part of proposed land use changes. Lochner is analyzing and proposing corridor improvements that focus on multi -modality and improved safety at key intersections. Improved linkages to adjacent neighborhoods are being explored as part of this effort. Lochner is assisting the City with community engagement. This involves working with staff to identify engagement opportunities and attend to receive comments on issues relating to transportation and mobility. Lochner staff are developing treatments and improvements to improve overall corridor safety, walkabllity, and access for users of all transportation modes. » City of Walnut Mixed -Use Traffic Impact Analysis. Project Planner. Armin developed trip generation estimates, researched related projects, and evaluated impacts to Level -of -Service at study Intersections, and analyzed Vehicle Miles Traveled (VMT) Impacts based on land use and socioeconomic data changes, utilizing procedures found in traffic study guidelines for the City of Walnut, the County of Los Angeles, and the City of Industry. » County of Riverside University Highlands Mixed -Use Traffic Impact Study. Project Planner. This Masterplan development includes nearly 1,400 residential dwelling units, 3,500 sq. ft. commercial, 3,800 sq. ft. community center/police station, a 1.7 -acre fire station, and a 3.5 -acre park. Lochner's services include the preparation of a VMT and LOS traffic impact assessment. The study includes: Assessment of school queuing and pedestrian paths in vicinity of adjacent school; queuing analysis at study intersections; development of traffic calming measures on Morton Road; evaluation of roadway cross-section; and potential pre-emption of Morton Road for the proposed Fire Station. 26 City of Rosemead I Focused General Plan Update Section 3. Company Qualifications About MIG Moore lacofano Goltsman, Inc. (MIG), improves, adapts, and creates organizations, environments, and tools for human development. We are a community of designers, planners, engineers, scientists, and storytellers who engage people in creative problem -solving and collective action. We believe that the physical and social environment around us have a profound impact on our lives, and this belief shapes the principles that guide our work: » Communities can plan their own futures. » The world needs an ecological perspective. Great projects work for everyone. » Elegant design inspires new thinking. >> Every project presents an opportunity to advance racial and social equity. » All work must be context driven. MIG is at the forefront of innovation. We are leading local, regional, and national planning and design initiatives to maximize accessibility and equity; engage, educate, and empower people through participatory processes; facilitate strategy development for social change; create playful and Inclusive communities; reimagine streets and repurpose infrastructure; revitalize cities and restore ecosystems; and promote environmental stewardship by recognizing that the health of the natural and built world is mutually dependent. AREAS OF EXPERTISE » Community -Based Planning and Visioning » General and Specific Plans » Zoning Codes and Objective Design Standards Urban Design and Placemaking » CEQA Documentation and Environmental Planning » Community Outreach and Engagement Facilitation and Consensus Building » Strategic Communications and Web Technology » Mapping and GIS Analysis » Graphic Design and Visual Simulations Parks, Recreation, and Trails Planning » landscape Architecture » Sustainability and Green Infrastructure Community -Based Planning. MIG offers a unique combination of community planning, urban design, and public engagement expertise that brings community interests together to frame land use, development, and urban design issues. We have a successful record in preparing General and Comprehensive Plans, Community and Neighborhood Plans, Specific Plans, and Zoning Codes that can advance a community's sustainability, livability, and economic vibrancy. We strive to conduct land use planning in a highly interactive process involving key constituent groups. This process generates a clear and collective vision of development and growth that serves as an inspirational expression of future possibilities and an overarching framework for Implementation. City of Rosemead I Focused General Plan Update 27 Our approach is based on a thorough understanding of existing conditions and guiding regulations, efficiency, accuracy in information gathering and analysis, creativity, and innovation in collaborative problem - solving and strategic development. Innovative Skillsets. MIG has the technical and analytical capability to perform a variety of GIS analyses, including land use modeling, site suitability analysis, holding capacity and buildout analysis, data collection and conversion, database creation, and natural resource mapping. We have extensive experience using the ArcGIS family of software products and have an in-depth knowledge of ArcMap, Spatial Analyst, and 3D Analyst. We maintain an extensive database of up-to-date geospatial information. MIG incorporates GIS mapping and analysis into all of the services we provide. We analyze GIS data for baseline studies and alternatives analysis. We prepare small maps for documents and reports and large-scale maps for use in our public participation efforts. Additionally, our in-house multidisciplinary team includes seasoned professionals with exceptional qualifications in web technology, 3D/AR/VR visualization, UI/UX design, environmental graphic design, exhibit and interpretive design, and strategic communications. MIG has award-winning qualifications in translating technical and educational content into transformative digital communication strategies, websites, animations, exhibits, and visualizations. We deeply understand the dynamics of communications and human behavior. Equally important, we are adept at melding this understanding with storytelling, design, and technology to deliver state-of-the-art digital educational experiences and web applications. 28 City of Rosemead I Focused General Plan Update Community Engagement. MIG is known for effectively communicating complex issues to key stakeholders, businesses, and the public, enabling them to actively participate in policy, planning, and design processes and make Informed decisions that Impact every aspect of their lives. We design and implement multilevel community engagement processes aimed at increasing public understanding and participation in local planning processes. The depth of our expertise encompasses outreach and engagement in every form—in-person, written, visual, and electronic—combined with exceptional skills in facilitation and consensus building. MIG has designed and led outreach and education programs including large festivals, pop-up events, tactical urbanism, walking tours, and speaker bureaus. We have experience working with elected officials, community leaders, business representatives, and other stakeholders to assess potential issues and opportunities that can shape the community engagement process. Our Subconsultant LOCHNER Lochner provides planning, environmental, design, construction engineering and inspection, and right- of-way services for surface transportation, aviation, rail and transit clients across the United States. With offices in 22 states, Lochner's 1000+ employees are problem -solvers, driven by transforming transportation infrastructure challenges into opportunities. Founded In 1944, Lochner's mission is to improve the lives of people and their communities. As a people - centric organization, its professionals are dedicated to transforming challenges into opportunities. Lochner leads in delivering planning, environmental, design, construction engineering and inspection, right-of-way, and drainage services for highway, bridge, rail, transit, municipal, and aviation clients across the United States. In December 2022, Lochner expanded its services and geographic footprint through the acquisition of California-based KOA Corporation and Colorado - based Armstrong Consultants. In May of 2023, Lochner acquired Texas-based K. Friese + Associates, establishing and growing water/wastewater and drainage services as a core component of their civil infrastructure offering. In 2024, Lochner acquired Triunity, expanding their transit and rail practice. In January of 2025, Green International Affiliates, Inc. joined Lochner. Areas of Expertise » Mobility Planning and Transportation Engineering » Highway and Roadway Design » Traffic Operations and ITS » Multimodal and Active Transportation (Pedestrian and Bicycle, SRTS, First Mile/Last Mile) » Complete Streets Planning & Design » Assessment of Transportation Impacts » Safety Implementation (HSIP, ADA, LRSP, SSARP, and SS4A) » Signals, Signing and Striping, Traffic Control Plans Circulation Elements. Lochner has provided general plan and circulation element services for multiple jurisdictions throughout Southern California. Blending comprehensive community outreach approaches, with planning, and engineering design and support, Lochner has been an essential partner for agencies seeking to reach their mobility goals. For such projects, Lochner has provided services such as: Travel Demand Modeling; GIS analysis, literature and policy review, existing conditions field assessments and documentation, engineering conceptual design support, cost estimation, project implementation, and grant writing. A signature feature to Lochner's approach to such studies is constructability, where Lochner's certified planners and registered civil and traffic engineers work together to ensure that circulation elements balance creative mobility approaches with widely accepted engineering standards. Such an approach has led to the successful implementation of numerous bicycle and pedestrian facilities throughout Southern California. City of Rosemead I Focused General Plan Update 29 Relevant Experience The table below and relevant projects showcased in Section 4. References, highlight the MIG's deep experience with general plans, public engagement, and implementation for communities similar in size and planning issues to the City of Rosemead. MIG GENERAL PLANS AND SIMILAR DOCUMENTS Atascadero General Plan Update, CA • • '• • • • • • • • 1016 • • Arcadia General Plan and Development Code, CA • • • • • • • • • • Is I • Baldwin Park General Plan, Health & Sustainability Element*, Environmental Justice Element, and Zoning Code, CA • •. 0 0 0 0 0 • • • • • 0 Blueprint Denver and Comprehensive Plan, CO* • " • • • • • • • • • • • Burlingame 2040 General Plan ePlan and Zoning Code, CA • • • • • • • • • • • • • • • Carlsbad Growth Management Plan, CA • • • • • • • • • • • Charlotte Future 2040 Comprehensive Plan, NC** • • • • • • • • • • • • • Commerce General Plan, Corridor Plans & Zoning, CA • • • • • • • • • • • • • • • Compton General Plan and EIR, CA • • • • • • 61 • • • • • • • • Costa Mesa General Plan - Land Use and Circulation, CA • • • • • • • • • • • Covina Town Center Specific Plan and EIR, CA • • • • • • • • • • • • Cupertino General Plan, CA •-' • • • • • • • • • • • • • • Desert Hot Springs General Plan, CA • • • • • • • • • • • • • • • Downey General Plan and Specific Plan Amendments, CA • • • • • • • • • • • • • • • EI Segundo General Plan Land Use Element Update, CA • • • • • • • • • • • • • • • Garden Grove Focused General Plan Update, CA • • • • • • • • • • • • • • • Garvey Avenue Specific Plan, Rosemead, CA • • • • • • • • • • • Hayward General Plan ePlan, CA • • • • • • • • • • • • • • • Lancaster Environmental Justice Element, CA • • • • • • • • • • • • • La Palma General Plan, CA La Puente General Plan and Zoning Code, CA • 0 • • • • • • • • • • • • • • • • • • Long Beach 2030 Focused General Plan - Land Use, CA • ' • • • • • • • • • • • Ol • Monterey Park General Plan, CA • • '• • • • • • • • • • Mountain View General Plan, CA • • • • • • • • • • • • • • Paramount Housing, Safety, and EJ Elements, CA • • • • • • • • • • • Poway Road Corridor Specific Plan and EIR, CA • • • • • • • • • • • • Rancho Cucamonga General Plan, CA • • • • • • • • • • • • Redwood City General Plan and Mixed Use Zoning, CA* • • • • • • Ol o • • • 0 • 0 Rialto General Plan, CA • 0 • • • 01 o o • • • • Richmond General Plan, CA • • 0 0 • • • • o • • • • • Riverside General Plan and Zoning/Subdivision Codes, CA Rosemead General Plan, CA • • • o • • • • • • • • • • 0 • 0 o 0 • 0 • 0 0 • San Antonio Comprehensive and SA Tomorrow Area Plans, TX* • • • • o 0 0 • 0 0 0 • San Carlos Focused General Plan & Zoning Ordinance, CA Santa Fe Springs General Plan Update, CA • • • • • 0 • 0 • 010 • 1 Ol • • • • • • • • • 0 • 0 • 0 • 0 Santa Rosa General Plan Update, CA • • • • • • Ol • • • • • • • • Signal Hill Focused General Plan Update, CA • • • • • • • • • • • • • • • Smoky Hollow Specific Plan Update & EIR, EI Segundo, CA • 0 0 • • 0 • 0 • • • 0 Vernon General Plan and Zoning Ordinance, CA • • • 0 0 0 0 • • • 0 0 Walnut General Plan and West Valley Blvd Specific Plan, CA • • • • • 0 0 0 0 • • 0 • 0 Whittier General Plan, CA • • • • • • • • • • • • • • • *APA Award Winner ** 2023 National APA Daniel Burnham Award 30 City of Rosemead I Focused General Plan Update Section 4. References MIG provided a Focused General Plan Update that Included developing the PROJECT DETAILS first Environmental Justice Element for the City of Paramount, which had been Location: Paramount, CA contending with industrial manufacturers emitting air pollution beyond permissible thresholds. MIG collaborated with community groups and businesses to identify Client: City of Paramount pollution burdens and strategies within the industrial areas of the city. To create the Environmental Justice Element, MIG took a neighborhood -based approach Reference: to identify community needs such as park access, urban greening strategies, John King, AICP pedestrian and bicycle safety, access to healthy foods and grocery stores, and Assistant Planning Director pollution burden strategies. MIG also pinpointed areas where the concentration of City of Paramount industrial businesses resulted in significant air pollution and proposed measures (562) 220-2049 for proper enforcement and monitoring to hold local industrial sites accountable jking@paramountcity.com and regulate the amount and type of pollution they release. For more information, see Concurrently, MIG also prepared the 2021-2029 Housing Element, which received the General Plan Elements full compliance from the California Department of Housing and Community here Development. The Housing Element included a comprehensive implementation program with approaches that addressed the sites, shortfall, new affirmatively furthering fair housing actions, and Zoning Code amendments to streamline multifamily and mixed-use housing projects. The Safety Element was also updated to comply with current State laws regarding resiliency planning. City of Rosemead I Focused General Plan Update 31 o�,.nms om,r v p=iaio� l� m Figure LU 5: Downtown Concept Diagram Figure LU -B: Telegraph Road/Bloomfield Avenue Infill Sitz The City of Santa Fe Springs last updated its General Plan in 1993, over 30 years ago. MIG was hired in early 2020 to completely overhaul the General Plan, including preparation of a new Environmental Justice Element. A major component of the project was updating the Housing Element for the 6th Cycle Regional Housing Needs Assessment to accommodate nearly 1,000 new housing units. MIG used GIS to analyze underutilized industrial properties, which Involves measuring quality of life metrics, including classifying hazardous waste and contamination data to determine which properties could easily and safely transition to multifamily housing. Following General Plan adoption, MIG completed focused Zoning Code amendments to implement General Plan land use policies, which included creating new mixed-use zoning districts and adding standards to encourage housing production. Santa Fe Springs historically has been an industrial city, with a very engaged business sector. To balance business interests with residents' desire for additional housing and places to shop and dine locally, MIG conducted numerous listening sessions with community members, held meetings with a Council -appointed advisory group, and designed and ran an online survey. 32 City of Rosemead I Focused General Plan Update PROJECT DETAILS Location: Santa Fe Springs, CA Client: City of Santa Fe Springs Reference: Cuong Nguyen, Director City of Santa Fe Springs (562) 868-0511, ext. 7359 cuongnguyen@santafesprings.org For more information, see the General Plan Elements here o = saeemrwan xmewexealdemi» Win VenMy Residential (3.1-IDU/AQ i Minium DeASIV Residential p.1-15 DU/AQ Max Medium High DmNry PesMendal H 5.1-25 DU/AQ High Dealily N¢Sldenllal M.1-35 DU/AQ ® Very High Densltyftesidential 135.1-55 DU/ACI NEW -- Mlval Use 10.IHMAQ NEW MiXW Use 2(40 DU/AQ NEW ME Mutd U se 3 (ua to 60 DU/AC wl Comm. Benefits) NEN General Commercial(C-G) Cbw/ Housing Oueday:S DU/AC NEW E: Neighborhood Commindal fined Medical NEW InnoVatlon NEW GenamtridusVial Park IInch =WS feet $, open Space Whittier Gty Boundary I GaifCourse-Spheeoflnfins. Public and Quasi Public MIG worked with the City of Whittier to update its General Plan. The plan establishes new policies to address sustainability, climate change, environmental justice, and community health. MIG developed an extensive community engagement program to keep residents informed and engaged throughout the process. The community engagement program includes high -touch outreach techniques, such as stakeholder interviews, community intercepts, and interactive workshops. High-tech approaches include a multimedia campaign, social media outreach, online questionnaires, and a comprehensive website. Community engagement was strategically launched to attain public feedback loops to inform the vision, guiding principles, goals and policies, and land use alternatives. Following General Plan adoption, the City retained MIG to prepare the 2021-2029 Housing Element and to undertake focused Zoning Code amendments necessary to implement housing policies and new General Plan land use designations. PROJECT DETAILS Location: Whittier, CA Client: City of Whittier Reference: Luis Escobedo, AICP, MPA Assistant Director of Community Development, City of Whittier (562) 567-9320 lescobedo@cityofwh ittie r.org For more information, see the General Plan Elements here City of Rosemead I Focused General Plan Update 33 Lochner References BELL GARDENS CIRCULATION & TRANSPORTATION ELEMENT UPDATE Lochner was retained by the City of Bell Gardens to prepare their circulation element update. The project entails re -envisioning the City's transportation network to ensure that the City is positioned for California's Vehicle Miles Traveled (VMT) policy and is more conducive to non -motorized transportation facilities. The Circulation Element update will be incorporated into the City's overall General Plan and will seek to guide the City's transportation policy over the next three decades. For this project, Lochner staff analyzed the existing transportation network to determine street usage, volumes, and origin- destination pairs. Lochner also modeled existing and anticipated build -out VMT numbers. As part of the study, Lochner recommended updated parking and transportation demand management policies, and recommended any streets to be reclassified based on their existing volumes and anticipated usage. Additionally, an assessment of micromobility strategies and microtransit is also Included. The study will ensure that the City remains forward -thinking when it comes to transportation planning and policy. Location: Bell Gardens, CA Reference: Chau Vu, Previously at City of Bell Gardens (Currently at City of Huntington Beach); (714) 374-5345; chau.vu@surfclty-hb.org MONTEREY PARK CIRCULATION ELEMENT FOR GENERAL PLAN UPDATE Lochner updated the Circulation Element for the City of Monterey Park General Plan. Lochner forecasted the future year 2040 traffic volumes for the City's land use plan scenarios. To comply with SB743, Lochner estimated the vehicle miles traveled (VMT) for each land use scenario, both under the existing conditions and future year 2040 settings. Lochner also conducted level -of -service (LOS) analysis for more than 40 intersections by using the NCHRP765 methodology. In addition, Lochner provided mobility recommendations that incorporated improved transit use, active transportation opportunities, and the leverage of proximity to assets such as the Metro Gold Line, 34 City of Rosemead I Focused General Plan Update Lochner is now updating the City's roadway classifications to ensure that they are consistent with existing and anticipated land use patterns. Furthermore, Lochner is working with the City to ensure that suggested plans, policies, and programs address future transportation patterns and technologies. Transportation Networking Companies (TNCs), micro -mobility, and other trends in mobility are being addressed. Location: Monterey Park, CA Reference: Frank Lopez, Previously at City of Monterey Park (Currently at City of Laguna Beach); (949) 497-0741; flopez@lagunabeachcity.net SAN BERNARDINO GENERAL PLAN UPDATE As a subconsultant on a planning team, Lochner provided a circulation and mobility analysis for a concurrent downtown area specific plan and general plan process for the City of San Bernardino. The mobility analysis incorporated data for vehicle, pedestrian, and bicycle volumes; transit ridership data to provide for an analysis of balanced transportation system; and for Complete Streets planning. The land use plan scenarios were reviewed versus mobility and transit networks. Recommendations for the development of the future mobility network included a hierarchy of priorities for transit improvements, bicycle network improvements, and pedestrian access improvements. Land use was analyzed for both the Specific Plan sub -area and the overall General Plan area, with Lochner developing three alternatives for the City. The inputs that Lochner utilized in the development of the alternatives were population/ employment details, floor area, and units for each Traffic Analysis Zone (TAZ) and sub-TAZ as defined for the analysis. A summary of trips generated by zone for each of three alternatives was developed. A vehicle miles traveled (VMT) analysis was conducted using the San Bernardino County Traffic Analysis Model (SBTAM). The VMT analysis measured the effects of the Specific Plan and overall General Plan separately. The effects on local area VMT were measured against CEQA standards. Location: San Bernardino, CA Reference: Oliver Mujica, City of San Bernardino; (909) 384-5001; mujica_oi@sbcity.org Section S. Standard City Contract and Insurance Requirements MIG has reviewed the Standard City Contract and Insurance Requirements included in the City's Request for Proposals and kindly requests consideration of the following modifications. 3.5.6 Indemnification: To the fullest extent permitted by law, Consultant shall defend, Indemnify and hold the City, Its officials, officers, employees, volunteers and agents free and harmless from any and all claims, demands, causes of action, costs, expenses, liability, loss, damage or injury, in law or equity, to property or persons, Including wrongful death, in any manner a ;sing a ' ,.f or IReider." � actually caused by the negligent acts, omissions or willful misconduct of Consultant, its officials, officers, employees, designated agents, consultants and contractors arising out of or in connection with the performance of the Services, the Project or this Agreement, including without limitation the payment of all consequential damages and reasonable attorneys fees and other related costs and expenses. Consultant shall defend, at Consultant's own cost, expense and risk, any and all such aforesaid suits, actions or other legal proceedings of every kind that may be brought or instituted against City, its directors, officials, officers, employees, agents or volunteers. Consultant shall only be responsible to defend costs according to its proportionate share of fault as determined by a court of competent jurisdiction. Section 6. Addenda Acknowledgement MIG acknowledges receipt of Q&A Responses issued on August 7, 2025, and August 13, 2025, via the PlanetBid Portal. City of Rosemead I Focused General Plan Update 35 Section 7. Cost Proposal Estimated Project Cost Tile table provides the MIG Teamsfull Oxed lee Proposal by task W Complete Ne S pe of Walk. ProtesslOnal time is Whet ¢odog tolhe Foody rales as patented in the lease. Should we he idesled.1115-1 lroolotlootO review each assignment's obje steess -ool with City staft and tailor our scope cad cost to best meet the needs and resources .1 1. Cl, of Rosemead. I TEMMF ♦ mm • SI, m m m m um ffi l.Poo Yes mea 359A la RyvogCevNnmmeCBxk�ry Il.'s ♦0 54 m w m m m ae lnHa sLeN S(No _ Slm u wynmwermmeTrwyPrvgew6wMr as • x.l PJ4y TreNsa PpJalmyfanph'au BnN1 I SvMvdi Ie iw m Rxm ow NO ♦ il; sm'. u m O ;.m 0 m� e m mr o m "So '...Iw o m `p _m__ m m o So M m ___ '-m R H,Im x3 SIy9 116 a0 _ oisi a'46'0 _ uy♦o ARa 349!0 m H;tm sts"t S[®1 9 SLlm R.vm SEIm u 6�We'vn Mpal.Mwmira5lw/My ♦ Wlo i♦ u, __ Sej • Sl,aw i item tvl m I.0 im,ryn >lS '— 311.80 599♦o ID9w al easylsooft mtXm SogvW�i l I. L. m ♦ SS 1♦ 0 Sb. •.. 1 31Aw SI.N •.: 51.49..1.. m 31. 0. — b ._... ...,0.x..316 m Ie EA 0.. 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MrFu Im Submnslta�lxmd Gree Cerssl LMeWi is � RttO� M:. :311 ]W O m 0 m :o" _ m O __ _ f0....Y. • r r -r ulm 0 :.W. m"lW _.. ➢Im _.¢_w0 S;MO ...:9m _ R+}m 38 Cayof Rosemead 1 hsoo1d G111ls Rh,Update ACORO® CERTIFICATE OF LIABILITY INSURANCE ll.../ DATE(MMIDDIYI'YY) 1 12/16/2025 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(fes) 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. 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MSR LTR I TYPE OF INSURANCE ADDLSUBR POLICY NUMBER POLICY EFF MM/DDIYYYY POLICY EXP MMIDDIYYYY LIMITS ❑ X COMMERCIAL GENERAL LIABILITY Y Y GSGIH845960 8/31/2025 8/31/2026 EACH OCCURRENCE $1,000,000 CLAIMS -MADE ff] OCCUR DAMAGE TO RENTED PREMISES Ea occurrence) $1,000,000 MED EXPAn one ( y person) $10,000 X Contractual Liab Induded PERSONAL &ADV INJURY $1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERALAGGREGATE $2,000,000 POLICY II JE T [fl LOC PRODUCTS -COMPIOP AGO $2,000,000 $ OTHER: B AUTOMOBILE LIABILITY Y Y BAOS579947 8/31/2025 8/31/2026 COMBINED SINGLE LIMIT $1,000,000 En accident BODILY INJURY (Per person) $ XANY AUTO OWNED SCHEDULED AUT08 ONLY AUTOS BODILY INJURY(Peraccident) $ X HIRED X NON -OWNED AUTOS ONLY AUTOS ONLY PROPERTY DAMAGE $ Per acddent C X UMBRELLA LIAB X OCCUR Y Y CUPOH758762 8/31/2025 8/31/2026 EACH OCCURRENCE $10,000,000 AGGREGATE $10,000,000 EXCESS LIAB CLAIMS -MADE DEO I X I RETENTION$ n $ C WORKERS COMPENSATION AND EMPLOYERS' LIABILITY YIN Y UB21553909 8/31/2025 8/31/2026 X STATUTE ERH WA STOP GAP ANYPROPRIETORIPARTNERIEXECUTIVE E.L. EACH ACCIDENT $1,000,000 OFFICER/MEMBEREXCLUDED4 ❑ NIA (Mandatory in NH) E.L. DISEASE -EA EMPLOYEE $1,000,000 If yes, descdbe under DESCRIPTION OF OPERATIONS below E.L. DISEASE -POLICY LIMIT $1,000,000 A Professional Liability AEG909023107 8/31/2025 8/31/2026 Per Claim $5,000,000 Aggregate Limit $5,000,000 DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) The following policies are included in the underlying schedule of insurance for umbrella/excess liability: General Liability/Auto Liability/Employers Liability/Employee Benefits Liability. RE: All Operations ofthe Named Insured. City of Rosemead, and its officers, officials, employees, agents, representatives, and volunteers are named as an additional insured as respects general liability and auto liability as required per written contract. General Liability and Auto Liability are Primary/Non-Contributory per policy form wording. Insurance coverage includes waiver of subrogation per the attached endorsement(s). SEVERABILITY OF INTERESTS Separation of Insureds - Except with respect to the Limits of Insurance, and any rights or duties specifically assigned in this Coverage Part to the first Named See Attached... CERTIFICATE HOLDER CANCELLATION 30 Day Notice of Cancellation ACORD 25 (2016/03) ©1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. City of Rosemead 8838 East Valley Blvd. Rosemead CA 91770 AUTHORIZED REPRESENTATIVE '-.} - -_ — VE ACORD 25 (2016/03) ©1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD POLICY NUMBER: BADS579947 COMMERCIAL AUTO THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. BUSINESS AUTO EXTENSION ENDORSEMENT This endorsement modifies insurance provided under the following: BUSINESS AUTO COVERAGE FORM GENERAL DESCRIPTION OF COVERAGE — This endorsement broadens coverage. However, coverage for any injury, damage or medical expenses described in any of the provisions of this endorsement may be excluded or limited by another endorsement to the Coverage Part, and these coverage broadening provisions do not apply to the extent that coverage is excluded or limited by such an endorsement. The following listing is a general cover- age description only. Limitations and exclusions may apply to these coverages. Read all the provisions of this en- dorsement and the rest of your policy carefully to determine rights, duties, and what is and is not covered. A. BROAD FORM NAMED INSURED B. BLANKET ADDITIONAL INSURED C. EMPLOYEE HIRED AUTO D. EMPLOYEES AS INSURED E. SUPPLEMENTARY PAYMENTS — INCREASED LIMITS F. HIRED AUTO — LIMITED WORLDWIDE COV- ERAGE — INDEMNITY BASIS G. WAIVER OF DEDUCTIBLE — GLASS PROVISIONS A. BROAD FORM NAMED INSURED The following is added to Paragraph A.1., Who Is An Insured, of SECTION II — COVERED AUTOS LIABILITY COVERAGE: Any organization you newly acquire or form dur- ing the policy period over which you maintain 50% or more ownership interest and that is not separately insured for Business Auto Coverage. Coverage under this provision is afforded only un- til the 180th day after you acquire or form the or- ganization or the end of the policy period, which- ever is earlier. B. BLANKET ADDITIONAL INSURED The following is added to Paragraph c. in A.1., Who Is An Insured, of SECTION II — COVERED AUTOS LIABILITY COVERAGE: Any person or organization who is required under a written contract or agreement between you and that person or organization, that is signed and executed by you before the "bodily injury" or "property damage" occurs and that is in effect during the policy period, to be named as an addi- tional insured is an "insured" for Covered Autos Liability Coverage, but only for damages to which H. HIRED AUTO PHYSICAL DAMAGE — LOSS OF USE — INCREASED LIMIT 1. PHYSICAL DAMAGE — TRANSPORTATION EXPENSES —INCREASED LIMIT J. PERSONAL PROPERTY K. AIRBAGS L. NOTICE AND KNOWLEDGE OF ACCIDENT OR LOSS M. BLANKET WAIVER OF SUBROGATION N. UNINTENTIONAL ERRORS OR OMISSIONS this insurance applies and only to the extent that person or organization qualifies as an "insured" under the Who Is An Insured provision contained in Section 11. C. EMPLOYEE HIRED AUTO 1. The following is added to Paragraph A.1., Who Is An Insured, of SECTION 11 — COV- ERED AUTOS LIABILITY COVERAGE: An "employee" of yours is an "insured" while operating an "auto" hired or rented under a contract or agreement in an "employee's" name, with your permission, while performing duties related to the conduct of your busi- ness. 2. The following replaces Paragraph b. in B.S., Other Insurance, of SECTION IV — BUSI- NESS AUTO CONDITIONS: b. For Hired Auto Physical Damage Cover- age, the following are deemed to be cov- ered "autos" you own: (1) Any covered "auto" you lease, hire, rent or borrow; and (2) Any covered "auto" hired or rented by your "employee" under a contract in an "employee's" name, with your CA T3 53 02 15 © 2015 The Travelers Indemnity Company. All rights reserved. Page 1 of 4 Includes copyrighted material of Insurance Services Office, Inc. with its permission. G. [WR J. You agree to maintain all required or compulsory insurance in any such coun- try up to the minimum limits required by local law. Your failure to comply with compulsory insurance requirements will not invalidate the coverage afforded by this policy, but we will only be liable to the same extent we would have been liable had you complied with the compulsory in- surance requirements. (d) It is understood that we are not an admit- ted or authorized insurer outside the United States of America, its territories and possessions, Puerto Rico and Can- ada. We assume no responsibility for the furnishing of certificates of insurance, or for compliance in any way with the laws of other countries relating to insurance. WAIVER OF DEDUCTIBLE — GLASS The following is added to Paragraph D., Deducti- ble, of SECTION III — PHYSICAL DAMAGE COVERAGE: No deductible for a covered "auto' will apply to glass damage if the glass is repaired rather than replaced. HIRED AUTO PHYSICAL DAMAGE — LOSS OF USE — INCREASED LIMIT The following replaces the last sentence of Para- graph AA.b., Loss Of Use Expenses, of SEC- TION III — PHYSICAL DAMAGE COVERAGE: However, the most we will pay for any expenses for loss of use is $65 per day, to a maximum of $750 for any one "accident'. PHYSICAL DAMAGE — TRANSPORTATION EXPENSES — INCREASED LIMIT The following replaces the first sentence in Para- graph A.4.a., Transportation Expenses, of SECTION III — PHYSICAL DAMAGE COVER- AGE: We will pay up to $50 per day to a maximum of $1,500 for temporary transportation expense in- curred by you because of the total theft of a cov- ered "auto' of the private passenger type. PERSONAL PROPERTY The following is added to Paragraph A.4., Cover- age Extensions, of SECTION III — PHYSICAL DAMAGE COVERAGE: Personal Property We will pay up to $400 for 'loss" to wearing ap- parel and other personal property which is: (1) Owned by an "insured"; and COMMERCIAL AUTO (2) In or on your covered "auto". This coverage applies only in the event of a total theft of your covered "auto". No deductibles apply to this Personal Property coverage. K. AIRBAGS The following is added to Paragraph B.3., Exclu- sions, of SECTION III — PHYSICAL DAMAGE COVERAGE: Exclusion 3.a. does not apply to 'loss" to one or more airbags in a covered "auto" you own that in- flate due to a cause other than a cause of 'loss" set forth in Paragraphs A.1.b. and A.1.c., but only: a. If that "auto' is a covered "auto" for Compre- hensive Coverage under this policy; b. The airbags are not covered under any war- ranty; and c. The airbags were not intentionally inflated. We will pay up to a maximum of $1,000 for any one 'loss". L. NOTICE AND KNOWLEDGE OF ACCIDENT OR LOSS The following is added to Paragraph A.2.a., of SECTION IV — BUSINESS AUTO CONDITIONS: Your duty to give us or our authorized representa- tive prompt notice of the "accident' or 'loss" ap- plies only when the "accident' or 'loss" is known to: (a) You (if you are an individual); (b) A partner (if you are a partnership); (c) A member ('If you are a limited liability com- pany); (d) An executive officer, director or insurance manager (if you are a corporation or other or- ganization); or (e) Any "employee" authorized by you to give no- tice of the "accident' or "loss". M. BLANKET WAIVER OF SUBROGATION The following replaces Paragraph A.5., Transfer Of Rights Of Recovery Against Others To Us, of SECTION IV — BUSINESS AUTO CONDI- TIONS : 5. Transfer Of Rights Of Recovery Against Others To Us We waive any right of recovery we may have against any person or organization to the ex- tent required of you by a written contract signed and executed prior to any "accident' or "loss", provided that the "accident' or "loss" arises out of operations contemplated by CA T3 53 02 15 © 2015 The Travelers Indemnity Company, All rights reserved. Page 3 of 4 Includes copyrighted material of Insurance Services Office, Inc. with its permission. Policy # 6801H845960 COMMERCIAL GENERAL LIABILITY c. Method Of Sharing If all of the other insurance permits contribution by equal shares, we will follow this method also. Under this approach each insurer contributes equal amounts until it has paid its applicable limit of insurance or none of the loss remains, whichever comes first. If any of the other insurance does not permit contribution by equal shares, we will contribute by limits. Under this method, each insurers share is based on the ratio of its applicable limit of Insurance to the total applicable limits of insurance of all insurers. a. The statements in the Declarations are accurate and complete; b. Those statements are based upon representations you made to us; and c. We have issued this policy in reliance upon your representations. The unintentional omission of, or unintentional error in, any information provided by you which we relied upon in issuing this policy will not prejudice your rights under this insurance. However, this provision does not affect our right to collect additional premium or to exercise our rights of cancellation or nonrenewal in accordance with applicable insurance d. Primary And Non -Contributory Insurance If laws or regulations. Required By Written Contract —>7. Separation Of Insureds If you specifically agree in a written contract or agreement that the insurance afforded to an insured under this Coverage Part must apply on a primary basis, or a primary and non- contributory basis, this insurance is primary to other insurance that is available to such insured which covers such insured as a named insured, and we will not share with that other insurance, provided that: (1) The "bodily injury' or "property damage" for which coverage is sought occurs; and (2) The "personal and advertising injury" for which coverage is sought is caused by an offense that is committed; subsequent to the signing of that contract or agreement by you. 5. Premium Audit a. We will compute all premiums for this Coverage Part in accordance with our rules and rates. b. Premium shown in this Coverage Part as advance premium is a deposit premium only. At the close of each audit period we will compute the earned premium for that period and send notice to the first Named Insured. The due date for audit and retrospective premiums is the date shown as the due date on the bill. If the sum of the advance and audit premiums paid for the policy period is greater than the earned premium, we will return the excess to the first Named Insured. c. The first Named Insured must keep records of the information we need for premium computation, and send us copies at such times as we may request. 6. Representations By accepting this policy, you agree: Except with respect to the Limits of Insurance, and any rights or duties specifically assigned in this Coverage Part to the first Named Insured, this insurance applies: a. As if each Named Insured were the only Named Insured; and b. Separately to each insured against whom claim is made or "suit" is brought. 8. Transfer Of Rights Of Recovery Against Others To Us If the insured has rights to recover all or part of any payment we have made under this Coverage Part, those rights are transferred to us. The insured must do nothing after loss to impair them. At our request, the insured will bring "suit" or transfer those rights to us and help us enforce them. 9. When We Do Not Renew If we decide not to renew this Coverage Part, we will mail or deliver to the first Named Insured shown in the Declarations written notice of the nonrenewal not less than 30 days before the expiration date. If notice is mailed, proof of mailing will be sufficient proof of notice_ SECTION V – DEFINITIONS 1. "Advertisement" means a notice that is broadcast or published to the general public or specific market segments about your goods, products or services for the purpose of attracting customers or supporters. For the purposes of this definition: a. Notices that are published include material placed on the Internet or on similar electronic means of communication; and b. Regarding websites, only that part of a website that is about your goods, products or services for the purposes of attracting customers or supporters is considered an advertisement. Page 16 of 21 C, 2017 The Travelers Indemnity Company. All rights reserved. CG T1 00 02 19 Includes copyrighted material of Insurance Services Office, Inc. with its permission. Policy # 6801 H845960 COMMERCIAL GENERAL LIABILITY THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. XTEND ENDORSEMENT FOR ARCHITECTS, ENGINEERS AND SURVEYORS This endorsement modifies insurance provided underthe following: COMMERCIAL GENERAL LIABILITY COVERAGE PART GENERAL DESCRIPTION OF COVERAGE — This endorsement broadens coverage. However, coverage for any injury, damage or medical expenses described in any of the provisions of this endorsement may be excluded or limited by another endorsement to this Coverage Part, and these coverage broadening provisions do not apply to the extent that coverage is excluded or limited by such an endorsement. The following listing is a general coverage description only. Read all the provisions of this endorsement and the rest of your policy carefully to determine rights, duties, and what is and is not covered. A. Non -Owned Watercraft — 75 Feet Long Or Less B. Who Is An Insured — Unnamed Subsidiaries C. Who Is An Insured — Retired Partners, Members, Directors And Employees D. Who Is An Insured — Employees And Volunteer Workers — Bodily Injury To Co -Employees, Co - Volunteer Workers And Retired Partners, Members, Directors And Employees E. Who Is An Insured — Newly Acquired Or Formed Limited Liability Companies F. Blanket Additional Insured — Controlling Interest G. Blanket Additional Insured — Mortgagees, Assignees, Successors Or Receivers PROVISIONS A. NON -OWNED WATERCRAFT — 75 FEET LONG OR LESS 1. The following replaces Paragraph (2) of Exclusion g., Aircraft, Auto Or Watercraft, in Paragraph 2. of SECTION I — COVERAGES — COVERAGE A — BODILY INJURY AND PROPERTY DAMAGE LIABILITY: (2) A watercraft you do not own that is: (a) 75 feet long or less; and (b) Not being used to carry any person or property for a charge; 2. The following replaces Paragraph 2.e. of SECTION II — WHO IS AN INSURED: e. Any person or organization that, with your express or implied consent, either H. Blanket Additional Insured — Governmental Entities — Permits Or Authorizations Relating To Premises I. Blanket Additional Insured — Governmental Entities — Permits Or Authorizations Relating To Operations J. Incidental Medical Malpractice K. Medical Payments— Increased Limit L. Amendment Of Excess Insurance Condition — Professional Liability M. Blanket Waiver Of Subrogation — When Required By Written Contract Or Agreement N. Contractual Liability — Railroads uses or is responsible for the use of a watercraft that you do not own that is: (1) 75 feet long or less; and (2) Not being used to carry any person or property for a charge; B. WHO IS AN INSURED — UNNAMED SUBSIDIARIES The following is added to SECTION II — WHO IS AN INSURED: Any of your subsidiaries, other than a partnership or joint venture, that is not shown as a Named Insured in the Declarations is a Named Insured if: a. You are the sole owner of, or maintain an ownership interest of more than 50% in, such subsidiary on the first day of the policy period; and CG D3 79 02 19 © 2017 The Travelers Inde inn ity Company. All rights reserved. Page 1 of 6 Includes copyrighted material of Insurance Services Office, Inc. with its permission. D. WHO IS AN INSURED — EMPLOYEES AND VOLUNTEER WORKERS — BODILY INJURY TO CO -EMPLOYEES, CO -VOLUNTEER WORKERS AND RETIRED PARTNERS, MEMBERS, DIRECTORS AND EMPLOYEES The following is added to Paragraph 2.a.(1) of SECTION II—WHO IS AN INSURED: Paragraphs (1)(a), (b) and (c) above do not apply to "bodily injury" to a current or retired co - "employee" while in the course of the co - "employee's" employment by you or performing duties related to the conduct of your business, or to "bodily injury" to your other "volunteer workers" or retired partners, members or directors while performing duties related to the conduct of your business. E. WHO IS AN INSURED — NEWLY ACQUIRED OR FORMED LIMITED LIABILITY COMPANIES The following replaces Paragraph 3. of SECTION II — WHO IS AN INSURED: 3. Any organization you newly acquire or form, other than a partnership or joint venture, and of which you are the sole owner or in which you maintain an ownership interest of more than 50%, will qualify as a Named Insured if there is no other similar insurance available to that organization. However: a. Coverage under this provision is afforded only: (1) Until the 180th day after you acquire or form the organization or the end of the policy period, whichever is earlier, if you do not report such organization in writing to us within 180 days afteryou acquire orform it; or (2) Until the end of the policy period, when that date is later than 180 days after you acquire or form such organization, if you report such organization in writing to us within 180 days after you acquire or form it; b. Coverage A does not apply to "bodily injury" or "property damage" that occurred before you acquired or formed the organization; and c. Coverage B does not apply to "personal and advertising injury" arising out of an offense committed before you acquired or formed the organization. For the purposes of Paragraph 1. of Section II — Who Is An Insured, each such COMMERCIAL GENERAL LIABILITY organization will be deemed to be designated in the Declarations as: a. A limited liability company; b. An organization other than a partnership, joint venture or limited liability company; or c. A trust; as indicated in its name or the documents that govern its structure. F. BLANKET ADDITIONAL INSURED CONTROLLING INTEREST 1. The following is added to SECTION 11 — WHO IS AN INSURED: Any person or organization that has financial control of you is an insured with respect to liability for "bodily injury", "property damage" or "personal and advertising injury" that arises out of: a. Such financial control; or b. Such person's or organization's ownership, maintenance or use of premises leased to or occupied by you. The insurance provided to such person or organization does not apply to structural alterations, new construction or demolition operations performed by or on behalf of such person or organization. 2. The following is added to Paragraph 4. of SECTION II —WHO IS AN INSURED: This paragraph does not apply to any premises owner, manager or lessor that has financial control of you. G. BLANKET ADDITIONAL INSURED — MORTGAGEES, ASSIGNEES, SUCCESSORS OR RECEIVERS The following is added to SECTION II — WHO IS AN INSURED: Any person or organization that is a mortgagee, assignee, successor or receiver and that you have agreed in a written contract or agreement to include as an additional insured on this Coverage Part is an insured, but only with respect to its liability as mortgagee, assignee, successor or receiver for "bodily injury", "property damage" or "personal and advertising injury" that: a. Is "bodily injury" or "property damage" that occurs, or is "personal and advertising injury" caused by an offense that is committed, CG D3 79 02 19 © 2017 The Travelers Indemnity Company. All rights reserved. Page 3 of G Includes copyrighted material of Insurance services Office, Inc. with its permission. occupational therapist or occupational therapy assistant, physical therapist or speech-language pathologist; or (b) First aid or "Good Samaritan services" by any of your "employees" or "volunteer workers", other than an employed or volunteer doctor. Any such "employees" or "volunteer workers" providing or failing to provide first aid or "Good Samaritan services" during their work hours for you will be deemed to be acting within the scope of their employment by you or performing duties related to the conduct of your business. 3. The following replaces the last sentence of Paragraph 5. of SECTION III — LIMITS OF INSURANCE: For the purposes of determining the applicable Each Occurrence Limit, all related acts or omissions committed in providing or failing to provide "incidental medical services", first aid or "Good Samaritan services" to any one person will be deemed to be one "occurrence". 4. The following exclusion is added to Paragraph 2., Exclusions, of SECTION I — COVERAGES — COVERAGE A — BODILY INJURY AND PROPERTY DAMAGE LIABILITY: Sale Of Pharmaceuticals "Bodily injury" or "property damage" arising out of the violation of a penal statute or ordinance relating to the sale of pharmaceuticals committed by, or with the knowledge or consent of the insured. 5. The following is added to the DEFINITIONS Section: "Incidental medical services" means: a. Medical, surgical, dental, laboratory, x- ray ray or nursing service or treatment, advice or instruction, or the related furnishing of food or beverages; or b. The furnishing or dispensing of drugs or medical, dental, or surgical supplies or appliances. 6. The following is added to Paragraph 4.b., Excess Insurance, of SECTION IV — COMMERCIAL GENERAL LIABILITY CONDITIONS: This insurance is excess over any valid and collectible other insurance, whether primary, excess, contingent or on any other basis, COMMERCIAL GENERAL LIABILITY that is available to any of your "employees" for "bodily injury" that arises out of providing or failing to provide "incidental medical services" to any person to the extent not subject to Paragraph 2.a.(1) of Section II — Who Is An Insured. K. MEDICAL PAYMENTS — INCREASED LIMIT The following replaces Paragraph 7. of SECTION III — LIMITS OF INSURANCE: 7. Subject to Paragraph 5. above, the Medical Expense Limit is the most we will pay under Coverage C for all medical expenses because of "bodily injury" sustained by any one person, and will be the higher of: a. $10,000; or b. The amount shown in the Declarations of this Coverage Part for Medical Expense Limit. L. AMENDMENT OF EXCESS INSURANCE CONDITION — PROFESSIONAL LIABILITY The following is added to Paragraph 4.b., Excess Insurance, of SECTION IV — COMMERCIAL GENERAL LIABILITY CONDITIONS: This insurance is excess over any of the other insurance, whether primary, excess, contingent or on any other basis, that is Professional Liability or similar coverage, to the extent the loss is not subject to the professional services exclusion of Coverage A or Coverage B. M. BLANKET WAIVER OF SUBROGATION — WHEN REQUIRED BY WRITTEN CONTRACT OR AGREEMENT The following is added to Paragraph 8., Transfer Of Rights Of Recovery Against Others To Us, of SECTION IV — COMMERCIAL GENERAL LIABILITY CONDITIONS: If the insured has agreed in a written contract or agreement to waive that insured's right of recovery against any person or organization, we waive our right of recovery against such person or organization, but only for payments we make because of: a. "Bodily injury" or "property damage" that occurs; or b. "Personal and advertising injury" caused by an offense that is committed; subsequent to the signing of that contract or agreement. CG D3 79 02 19 © 2017 The Travelers Indemnity Company. All rights reserved. Page 5 of 6 Includes copyrighted material of Insurance Services Office, Inc. with its permission. TRAVELERS/w, WORKERS COMPENSATION AND ONE TOWER SQUARE EMPLOYERS LIABILITY POLICY HARTFORD CT 06183 ENDORSEMENT WC 00 03 13 (00) - 001 POLICY NUMBER: UB21553009 WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT 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.) This agreement shall not operate directly or indirectly to benefit any one not named in the Schedule. SCHEDULE DESIGNATED PERSON: DESIGNATED ORGANIZATION: Any Person or organization for which the insured has agreed by written contract executed prior to loss to furnish this waiver. DATE OF ISSUE: 12/16/2025 ST ASSIGN: Travelers Property Casualty Company of America PAGE 1 OF1 Docusign Envelope ID: 1192DCCB-4876-4191-BC6A-8CE832F976AB Furrow- orm �■ W®A Request for Taxpayer V (Rev. March 20 24) Identification Number and Certification Department the Treasury Internal Revenue Service Go to www.irs.gov/FomrWg for instructions and the latest information. Before you begin. For guidance related to the purpose of Form W-9, see Purpose of Form, below. Give form to the requester. Do not send to the IRS. 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 (SSN). However, for a - m - resident alien, sole proprietor, or disregarded entity, see the instructions for Part I, later. For other entities, it is your employer identification number (EIM. If you do not have a number, see How to get a or TIN, later. Note: If the account is in more than one name, see the instructions for line 1. See also What Name and Number To Give the Requester for guidelines on whose number to enter. 9 4 - 3 1 1 6 9 9 8 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 reculred to sion the certification. but you must provide vour correct TIN. See the instructions for Part ll, later. Sign Signature .9/22/2025 Here u.s.perarm Q�U.tt Sa>n.�'AS 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. What's New Line 3a has been modified to clarify how a disregarded entity completes this line. An LLC that is a disregarded entity should check the appropriate box for the tax classification of its owner. Otherwise, it should check the "LLC" box and enter its appropriate tax classification. New line 3b has been added to this form. A flow-through entity is required to complete this line to indicate that it has direct or indirect foreign partners, owners, or beneficiaries when it provides the Form W-9 to another flow-through entity in which it has an ownership interest. This change is intended to provide a flow-through entity with information regarding the status of its indirect foreign partners, owners, or beneficiaries, so that it can satisfy any applicable reporting requirements. For example, a partnership that has any indirect foreign partners may be required to complete Schedules K-2 and K-3. See the Partnership Instructions for Schedules K-2 and K-3 (Form 1065). Purpose of Form An individual or entity (Form W-9 requester) who is required to file an Informs' ion return with the IRS is giving you this form because they Cat. No. 10231X Form w-9 (Rev. 3-2024) I Name of entity/individual. An entry is required. (For a sole proprietor or disregarded entity, enter the owner's name on line 1, and enter the business/disregarded entity's name on line 2.) Moore lacofano Goltsman, Inc. 2 Business name/disregarded entity name, if different from above. as Check the appropriate box for federal tax classification of the entity/individual whose name is entered on line 1. Check 4 Exemptions (codes apply only to monly one of the following seven boxes. certain entities, not Individuals; 0, c ❑ Individual/sole proprietor ❑✓ C corporation ❑ S corporation ❑ Partnership ❑ Trust/estate see instructions on page 3): 0 e ❑ LLC. Enter the tax classification (C = C corporation, S = S corporation, P = Partnership) . . . . Exempt payee code (if any) 5 o Note: Check the "LLC" box above and, in the entry space, enter the appropriate code (C, S, or P) for the tax v classification of the LLC, unless it is a disregarded entity. A disregarded entity should Instead check the appropriate Exemption from Foreign Account Tax o „�y box for the tax classification of its owner. Compliance Act (FATCA) reporting ❑ Other (see instructions) code (if any) a` o (Applies to accounts maintained 31, If on line 3a you checked "Partnership" .r'Trusi/estate;' or checked "LLC" and entered "P" as its tax classification, y and you are providing this form to a partnership, trust, or estate in which you have an ownership Interest, check beneficiaries. See instructions ❑ outside the United States.) rn this box if you have any foreign partners, owners, or . . . . . . . ai 5 Address (number, street, and apt. or suite no.). See instructions. Requester's name and address (optional) v 800 Hearst Avenue 6 City, state, and ZIP code Berkeley, CA 94710 7 List account numbers) here (optional) 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 (SSN). However, for a - m - resident alien, sole proprietor, or disregarded entity, see the instructions for Part I, later. For other entities, it is your employer identification number (EIM. If you do not have a number, see How to get a or TIN, later. Note: If the account is in more than one name, see the instructions for line 1. See also What Name and Number To Give the Requester for guidelines on whose number to enter. 9 4 - 3 1 1 6 9 9 8 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 reculred to sion the certification. but you must provide vour correct TIN. See the instructions for Part ll, later. Sign Signature .9/22/2025 Here u.s.perarm Q�U.tt Sa>n.�'AS 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. What's New Line 3a has been modified to clarify how a disregarded entity completes this line. An LLC that is a disregarded entity should check the appropriate box for the tax classification of its owner. Otherwise, it should check the "LLC" box and enter its appropriate tax classification. New line 3b has been added to this form. A flow-through entity is required to complete this line to indicate that it has direct or indirect foreign partners, owners, or beneficiaries when it provides the Form W-9 to another flow-through entity in which it has an ownership interest. This change is intended to provide a flow-through entity with information regarding the status of its indirect foreign partners, owners, or beneficiaries, so that it can satisfy any applicable reporting requirements. For example, a partnership that has any indirect foreign partners may be required to complete Schedules K-2 and K-3. See the Partnership Instructions for Schedules K-2 and K-3 (Form 1065). Purpose of Form An individual or entity (Form W-9 requester) who is required to file an Informs' ion return with the IRS is giving you this form because they Cat. No. 10231X Form w-9 (Rev. 3-2024)