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2200 - Public Sector Personnel Consultants - Base Compensation Survey ServicesPROFESSIONAL SERVICES AGREEMENT BASE COMPENSATION SURVEY SERVICES PUBLIC SECTOR PERSONNEL CONSULTANTS PARTIES AND DATE. This Agreement is made and entered into this September 3, 2024 (Effective Date) 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 8838 E. Valley Blvd., Rosemead, California 91770 ("City') and PUBLIC SECTOR PERSONNEL CONSULTANTS with its principal place of business at 2824 N. Power Road #113-486 Mesa, Arizona 85215 ("Consultant'). City and Consultant are sometimes individually referred to herein as "Party" and collectively as "Parties." 2. RECITALS 2.1 Consultant. Consultant desires to perform and assume responsibility for the provision of certain professional services required by the City on the terms and conditions set forth in this Agreement. Consultant represents that it is experienced in providing PROFESSIONAL CLASSIFICATION AND COMPENSATION SURVEY SERVICES to public clients, is licensed in the State of California and is familiar with the plans of City. 2.2 Project. City desires to engage Consultant to render PROFESSIONAL COMPENSATION SURVEY SERVICES FOR CITY ("Services") as set forth in this Agreement. 3. TERMS. 3.1 Scope of Services and Term. 3.1.1 General Scope of Services. Consultant promises and agrees to furnish to the City all labor, materials, tools, equipment, services, and incidental and customary work necessary to fully and adequately supply the BASE COMPENSATION SURVEY services necessary for the City, herein referred to a CONSULTANT Page 2 of 10 "Services". The Services are more particularly described in Exhibit "A" attached hereto and incorporated herein by reference. All Services shall be subject to, and performed in accordance with, this Agreement, the exhibits attached hereto and incorporated herein by reference, and all applicable local, state and federal laws, rules and regulations. 3.1.2 Term. The term of this Agreement shall from September 3, 2024 to December 31, 2024, unless earlier terminated as provided herein. Consultant shall complete the Services within the term of the Agreement, and shall meet any other established schedules and deadlines. 3.2 Responsibilities of Consultant. 3.2.1 Control and Payment of Subordinates; Independent Contractor. The Services shall be performed by Consultant or under its supervision. Consultant will determine the means, methods and details of performing the Services subject to the requirements of this Agreement. City retains Consultant on an independent contractor basis and not as an employee. Consultant retains the right to perform similar or different services for others during the term of this Agreement. Any additional personnel performing the Services under this Agreement on behalf of Consultant shall also not be employees of City and shall at all times be under Consultant's exclusive direction and control. Consultant shall pay all wages, salaries, and other amounts due such personnel in connection with their performance of Services under this Agreement and as required by law. Consultant shall be responsible for all reports and obligations respecting such additional personnel, including, but not limited to: social security taxes, income tax withholding, unemployment insurance, disability insurance, and workers' compensation insurance. 3.2.2 Schedule of Services. Consultant shall perform the Services expeditiously, within the term of this Agreement. Consultant represents that it has the professional and technical personnel required to perform the Services in conformance with such conditions. In order to facilitate Consultant's conformance with the Schedule, City shall respond to Consultant's submittals in a timely manner. Upon request of City, Consultant shall provide a more detailed schedule of anticipated performance to meet the Schedule of Services. 3.2.3 Conformance to Applicable Requirements. All work prepared by Consultant shall be subject to the approval of City. 3.2.4 Substitution of Key Personnel. Consultant has represented to City that certain key personnel will perform and coordinate the Services under this Agreement. Should one or more of such personnel become unavailable, Consultant may substitute other personnel of at least equal competence upon written approval of City. In the event that City and Consultant cannot agree as to the substitution of key personnel, City shall be entitled to terminate this Agreement for cause. As discussed below, any personnel who fail or refuse to perform the Services in a manner acceptable to the City, or who are CONSULTANT Page 3 of 10 determined by the City to be uncooperative, incompetent, a threat to the adequate or timely completion of the Project or a threat to the safety of persons or property, shall be promptly removed from the Project by the Consultant at the request of the City. 3.2.5 City's Representative. The City hereby designates the City Manager, or his or her designee, to act as its representative for the performance of this Agreement ("City's Representative'). City's Representative shall have the power to act on behalf of the City for all purposes under this Agreement. Consultant shall not accept direction or orders from any person other than the City's Representative or his or her designee. 3.2.6 Consultant's Representative. Consultant will designate to act as its representative for the performance of this Agreement ("Consultant's Representative"). Consultant's Representative shall have full authority to represent and act on behalf of the Consultant for all purposes under this Agreement. The Consultant's Representative shall supervise and direct the Services, using his/her best skill and attention, and shall be responsible for all means, methods, techniques, sequences and procedures and for the satisfactory coordination of all portions of the Services under this Agreement. 3.2.7 Coordination of Services: Consultant agrees to work closely with City staff in the performance of Services and shall be available to City's staff, consultants and other staff at all reasonable times. 3.2.8 Standard of Care; Performance of Employees: Consultant shall perform all Services under this Agreement in a skillful and competent manner, consistent with the standards generally recognized as being employed by professionals in the same discipline in the State of California. Consultant represents and maintains that it is skilled in the professional calling necessary to perform the Services. Consultant warrants that all employees and subcontractors shall have sufficient skill and experience to perform the Services assigned to them. Finally, Consultant represents that it, its employees and subcontractors have all licenses, permits, qualifications and approvals of whatever nature that are legally required to perform the Services, including a City Business License, and that such licenses and approvals shall be maintained throughout the term of this Agreement. As provided for in the indemnification provisions of this Agreement, Consultant shall perform, at its own cost and expense and without reimbursement from the City, any services necessary to correct errors or omissions which are caused by the Consultant's failure to comply with the standard of care provided for herein. 3.2.9 Laws and Regulations. Consultant shall keep itself fully informed of and in compliance with all local, state and federal laws, rules and regulations in any manner affecting the performance of the Project or the Services, including all Cal/OSHA requirements, and shall give all notices required by law. Consultant shall be liable for all violations of such laws and regulations in connection with Services. If the Consultant performs any work knowing it to be contrary to such laws, rules and regulations and without giving written notice to the City, Consultant shall be solely responsible for all costs arising therefrom. Consultant shall defend, indemnify and hold City, its officials, directors, CONSULTANT Page 4 of 10 officers, employees and agents free and harmless, pursuant to the indemnification provisions of this Agreement, from any claim or liability arising out of any failure or alleged failure to comply with such laws, rules or regulations. 3.2.10 Insurance: Consultant shall maintain prior to the beginning of and for the duration of this Agreement insurance coverage as specified in Exhibit B attached to and part of this agreement. 3.2.11 Safety: Consultant shall execute and maintain its work so as to avoid injury or damage to any person or property. In carrying out its Services, the Consultant shall at all times be in compliance with all applicable local, state and federal laws, rules and regulations, and shall exercise all necessary precautions for the safety of employees appropriate to the nature of the work and the conditions under which the work is to be performed. Safety precautions as applicable shall include, but shall not be limited to: (A) adequate life protection and life saving equipment and procedures; (B) instructions in accident prevention for all employees and subcontractors, such as safe walkways, scaffolds, fall protection ladders, bridges, gang planks, confined space procedures, trenching and shoring, equipment and other safety devices, equipment and wearing apparel as are necessary or lawfully required to prevent accidents or injuries; and (C) adequate facilities for the proper inspection and maintenance of all safety measures. 3.3 Fees and Payments. 3.3.1 Compensation. Consultant shall receive compensation, including authorized reimbursements, for all Services rendered under this Agreement and shall not exceed $27,000.00 per fiscal year. The City agrees to pay Consultant a fee of twenty seven thousand ($27,000.00) dollars. Extra Work may be authorized in writing, as described below, and will be compensated at the rates and manner set forth in this Agreement. 3.3.2 Payment of Compensation. Consultant shall submit to City a monthly itemized statement which indicates work completed and Services rendered by Consultant. The statement shall describe the amount of Services and supplies provided since the initial commencement date, or since the start of the subsequent billing periods, as appropriate, through the date of the statement. City shall, within 45 days of receiving such statement, review the statement and pay all approved charges thereon. 3.3.3 Reimbursement for Expenses: Consultant shall not be reimbursed for any expenses unless authorized in writing by City. 3.3.4 Extra Work: At any time during the term of this Agreement, City may request that Consultant perform Extra Work. As used herein, "Extra Work" means any work which is determined by City to be necessary for the proper completion of the Project, but which the parties did not reasonably anticipate would be necessary at the execution of this Agreement. Consultant shall not perform, nor be compensated for, Extra Work without written authorization from City's Representative. 3.3.5 Prevailing Wages: Consultant is aware of the requirements of CONSULTANT Page 5 of 10 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" 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. 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 claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws. 3.4 Accounting Records. 3.4.1 Maintenance and Inspection: Consultant shall maintain complete and accurate records with respect to all costs and expenses incurred under this Agreement. All such records shall be clearly identifiable. Consultant shall allow a representative of City during normal business hours to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to the Agreement for a period of three (3) years from the date of final payment under this Agreement. 3.5 General Provisions. 3.5.1 Termination of Agreement. 3.5.1.1 Grounds for Termination: City may, by written notice to Consultant, terminate the whole or any part of this Agreement at any time and without cause by giving written notice to Consultant of such termination, and specifying the effective date thereof, at least seven (7) days before the effective date of such termination. Upon termination, Consultant shall be compensated only for those services which have been adequately rendered to City, and Consultant shall be entitled to no further compensation. Consultant may not terminate this Agreement except for cause. 3.5.1.2 Effect of Termination: If this Agreement is terminated as provided herein, City may require Consultant to provide all finished or unfinished Documents/ Data and other information of any kind prepared by Consultant in connection with the performance of Services under this Agreement. Consultant shall be required to provide such document and other information within fifteen (15) days of the request. 3.5.1.3 Additional Services: In the event this Agreement is terminated in whole or in part as provided herein, City may procure, upon such terms and in such manner as it may determine appropriate, services similar to those terminated. CONSULTANT Page 6 of 10 3.5.2 Delivery of Notices. All notices permitted or required under this Agreement shall be given to the respective parties at the following address, or at such other address as the respective parties may provide in writing for this purpose: CONSULTANT: PUBLIC SECTOR PERSONNEL CONSULTANTS 2824 N. Power Road #113-486 Mesa, Arizona 85215 Attn: Matthew Weatherly, President Tel: (888) 522-7772 CITY: City of Rosemead 8838 E. Valley Boulevard Rosemead, CA 91770 Attn: City Manager Such notice shall be deemed made when personally delivered or when mailed, forty-eight (48) hours after deposit in the U.S. Mail, first class postage prepaid and addressed to the party at its applicable address. Actual notice shall be deemed adequate notice on the date actual notice occurred, regardless of the method of service. 3.5.3 Ownership of Materials and Confidentiality. 3.5.3.1 Documents & Data; Licensing of Intellectual Property: This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were prepared by design professionals other than Consultant or provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk. 3.5.3.2 Confidentiality. All ideas, memoranda, specifications, plans, procedures, drawings, descriptions, computer program data, input record data, written information, and other Documents and Data either created by or provided to Consultant in connection with the performance of this Agreement shall be held confidential by Consultant. Such materials shall not, without the prior written consent of CONSULTANT Page 7 of 10 City, be used by Consultant for any purposes other than the performance of the Services. Nor shall such materials be disclosed to any person or entity not connected with the performance of the Services or the Project. Nothing furnished to Consultant which is otherwise known to Consultant or is generally known, or has become known, to the related industry shall be deemed confidential. Consultant shall not use City's name or insignia, photographs of the Project, or any publicity pertaining to the Services or the Project in any magazine, trade paper, newspaper, television or radio production or other similar medium without the prior written consent of City. 3.5.4 Cooperation; Further Acts: The Parties shall fully cooperate with one another, and shall take any additional acts or sign any additional documents as may be necessary, appropriate or convenient to attain the purposes of this Agreement. 3.5.5 Attorney's Fees: If either party commences an action against the other party, either legal, administrative or otherwise, arising out of or in connection with this Agreement, the prevailing party in such litigation shall be entitled to have and recover from the losing party reasonable attorney's fees and all costs of such action. 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 arising out of or incident to any alleged acts, omissions or willful misconduct of Consultant, its officials, officers, employees, 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 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 pay and satisfy any judgment, award or decree that may be rendered against City or its directors, officials, officers, employees, agents or volunteers, in any such suit, action or other legal proceeding. Consultant shall reimburse City and its directors, officials, officers, employees, agents and/or volunteers, for any and all legal expenses and costs incurred by each of them in connection therewith or in enforcing the indemnity herein provided. Consultant's obligation to indemnify shall not be restricted to insurance proceeds, if any, received by the City, its directors, officials officers, employees, agents or volunteers. 3.5.7 Entire Agreement: This Agreement contains the entire Agreement of the parties with respect to the subject matter hereof, and supersedes all prior negotiations, understandings or agreements. This Agreement may only be modified by a writing signed by both parties. 3.5.8 Governing Law: This Agreement shall be governed by the laws of the State of California. Venue shall be in Los Angeles County. CONSULTANT Page 8 of 10 3.5.9 Time of Essence: Time is of the essence for each and every provision of this Agreement. 3.5.10 City's Right to Employ Other Consultants: City reserves right to employ other consultants in connection with this Project. 3.5.11 Successors and Assigns: This Agreement shall be binding on the successors and assigns of the parties. 3.5.12 Assignment or Transfer: Consultant shall not assign, hypothecate, or transfer, either directly or by operation of law, this Agreement or any interest herein without the prior written consent of the City. Any attempt to do so shall be null and void, and any assignees, hypothecates or transferees shall acquire no right or interest by reason of such attempted assignment, hypothecation or transfer. 3.5.13 Construction; References; Captions: Since the Parties or their agents have participated fully in the preparation of this Agreement, the language of this Agreement shall be construed simply, according to its fair meaning, and not strictly for or against any Party. Any term referencing time, days or period for performance shall be deemed calendar days and not work days. All references to Consultant include all personnel, employees, agents, and subcontractors of Consultant, except as otherwise specified in this Agreement. All references to City include its elected officials, officers, employees, agents, and volunteers except as otherwise specified in this Agreement. The captions of the various articles and paragraphs are for convenience and ease of reference only, and do not define, limit, augment, or describe the scope, content, or intent of this Agreement. 3.5.14 Amendment; Modification: No supplement, modification, or amendment of this Agreement shall be binding unless executed in writing and signed by both Parties. 3.5.15 Waiver: No waiver of any default shall constitute a waiver of any other default or breach, whether of the same or other covenant or condition. No waiver, benefit, privilege, or service voluntarily given or performed by a Party shall give the other Party any contractual rights by custom, estoppel, or otherwise. 3.5.16 No Third Party Beneficiaries: There are no intended third party beneficiaries of any right or obligation assumed by the Parties. 3.5.17 Invalidity; Severability: If any portion of this Agreement is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect. 3.5.18 Prohibited Interests: Consultant maintains and warrants that it has not employed nor retained any company or person, other than a bona fide employee CONSULTANT Page 9 of 10 working solely for Consultant, to solicit or secure this Agreement. Further, Consultant warrants that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. Consultant further agrees to file, or shall cause its employees or subconsultants to file, a Statement of Economic Interest with the City's Filing Officer as required under state law in the performance of the Services. For breach or violation of this warranty, City shall have the right to rescind this Agreement without liability. For the term of this Agreement, no member, officer or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom. 3.5.19 Equal Opportunity Employment: Consultant represents that it is an equal opportunity employer and it shall not discriminate against any subcontractor, employee or applicant for employment because of race, religion, color, national origin, handicap, ancestry, sex or age. Such non-discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination. Consultant shall also comply with all relevant provisions of City's Minority Business Enterprise program, Affirmative Action Plan or other related programs or guidelines currently in effect or hereinafter enacted. 3.5.20 Labor Certification: By its signature hereunder, Consultant certifies that it is aware of the provisions of Section 3700 of the California Labor Code which require every employer to be insured against liability for Worker's Compensation or to undertake self-insurance in accordance with the provisions of that Code, and agrees to comply with such provisions before commencing the performance of the Services. 3.5.21 Authority to Enter Agreement: Consultant has all requisite power and authority to conduct its business and to execute, deliver, and perform the Agreement. Each Party warrants that the individuals who have signed this Agreement have the legal power, right, and authority to make this Agreement and bind each respective Party. 3.5.22 Counterparts: This Agreement may be signed in counterparts, each of which shall constitute an original. 3.6 Subcontracting. 3.6.1 Prior Approval Required: Consultant shall not subcontract any portion of the work required by this Agreement, except as expressly stated herein, without prior written approval of City. Subcontracts, if any, shall contain a provision making them subject to all provisions stipulated in this Agreement. [Signatures on next page] CONSULTANT Page 10 of 10 CITY OF ROSEMEAD PUBLIC SECTOR PERSONNEL CONSULTANTS By: VC1By: 9'3`a4 City Hager bat6 Date Name: ��q}{1.s��CiA�►^a�t} ry Attest: - - - _ - - wxy Title: 9 X GJgrk' Date [If Corporation, TWO SIGNATURES, President OR Vice President AND Secretary, AND CORPORATE SEAL OF CONTRACTOR REQUIRED] L iiui7iAt7 e. EXHIBIT A PROPOSAL FOR SERVICES/ RATE SCHEDULE/RESUME Attached A-1 EXHIBIT A QUOTE TO CONDUCT A COMPENSATION STUDY FOR THE CITY OF ROSEMEAD AUGUST 2024 PREPARED BY Matthew Weatherly, President (888) 522-7772 / attcaa)pspc.us Pusuc RECTOR! Po" eww " QOUSOl7Awiw PUBLIC SECTOR PM ASOMMEL CONSULTANTS August 26, 2024 Ms. Alicia Ramirez Human Resources Manager City of Rosemead 8838 E. Valley Boulevard Rosemead, CA 91770 Dear Ms. Ramirez, Pursuant to your request, we are pleased to provide you with a quote and qualifications to assist the City with a compensation project. We specialize in these services and have implemented classification and compensation plans for more than 1,400 public employers nationwide, including more than 400 municipal employers and more than 50 California public employers. Current and recently completed projects in California include the Cities of Montebello, Bell Gardens, Hawaiian Gardens, Santa Fe Springs, Fontana, Ventura, Escondido, Huntington Beach, San Bernardino, Colton, Eastvale and Riverside. We believe our firm is uniquely qualified for this study. We will utilize only full-time, certified Human Resources professionals for the study, with combined greater than 100 years of experience in the fields of human resources, compensation, and labor relations. Our proposed approach will be customized to meet the City's needs. We are confident that our extensive public employers classification and compensation experience, knowledge of public employers in California, large specialized and highly qualified full-time staff, proven methods, unique EZ COMPrM application to ensure your self-sufficiency, and one year of implementation support and assistance at no cost, will achieve all of the City's objectives for an important project of this nature. Thank you for your interest in our firm's services. If we can provide any additional information, such as samples of recent similar studies, or if you would like to visit further or in person about the City's project needs, please contact me at any time. Sincerely, N-_t� w, � Matthew Weatherly, President (888) 522-7772 matt(o)pspc. us Regional Offices in Los Angeles 888.522.7772 • w .pspc.us Page 1 HISTORY AND FACTS ABOUT OUR FIRM • HISTORY OF OUR FIRM Public Sector Personnel Consultants (PSPC) originated in 1972 with the Public Sector Group of the international human resources consulting firm of Hay Associates. PSPC was established as an independent firm in 1982. We are a single -owner, debt -free subchapter -S corporation. • REGIONAL STAFF We have regional offices or affiliates in Los Angeles, CA, Sacramento, CA, Austin, TX, Dallas, TX, Santa Fe, NM, Denver, CO, St. Paul, MN, and Phoenix (Mesa), AZ. SPECIALIZED IN COMPENSATION SERVICES We are "super -specialists" in compensation, providing services in job analysis, position classification, job content evaluation, compensation, and directly related services. Over 98% of our classification and compensation studies have been successfully implemented by our clients. SPECIALIZED IN PUBLIC SECTOR CLIENTS We provide services exclusively to public sector employers including municipalities, counties, utility districts, library districts, special districts, state governments, housing and redevelopment agencies, airport authorities, school districts, higher education, and tribal governments. • SPECIALIZED COMPENSATION STAFF Our staff is comprised of eight (8) full-time and an additional five (5) part-time senior human resources professionals with very extensive experience as compensation managers and consultants for public employers. Our staff has more than 100 years of combined experience working for and consulting to public sector employers. OVER 1,400 PUBLIC EMPLOYERS SERVED Our staff members have provided compensation, human resources, training and related consulting services to more than 1,400 public and 200 private employers throughout the U.S. AMERICAN COMPENSATION ASSOCIATION PARTICIPATION (ACA) (NOW WORLDATWOR19 Our consultants are active members of ACA, including serving as instructors for the ACA certification courses. SPECIALIZED COMPENSATION AND RELATED RESOURCES We utilize our EZ COMPTO salary survey and plan program, modified FES point -factor job evaluation system, AEPTu performance evaluation plan, and SNAPTM staffing needs analysis program. • FIRST YEAR IMPLEMENTATION WARRANTY We provide our clients with extensive implementation support during the first year, and we will analyze, evaluate, classify, and provide a salary range recommendation for any new or changed position or entire job class, at no additional cost. PUBLIC SECTOR PERSONNEL CONSULTANTS 2 CALIFORNIA EMPLOYERS SERVED BY MEMBERS OF OUR STAFF Apple Valley, Town of Bell Gardens, City of Banning, City of Capitol Area Development Authority Colton, City of, CA Commerce, City of Culver City, City of Indian Wells, City of Inglewood, City of Monterey/Salinas Transit Monterey, City of Riverside, City of Sacramento Housing Authority Salinas, City of San Bernardino Assoc'n of Governments San Clemente, City of San Juan Capistrano, City of Santa Ana, City of (SEIU) Santa Cruz Port District South Gate, City of Upland, City of Vernon, City of Victorville, City of Westlake Village, City of Active 2024: Fontana, Eastvale, EI Monte, Los Alamitos, Vista, Santa Fe Springs ADDITIONAL RECENT MUNICIPAL EMPLOYERS SERVED BY OUR STAFF Addison, Town of, TX Aliso Viejo, City of, CA Allen, City of, TX Benbrook, City of, TX Bothell, City of, WA Bozeman, City of, MT Casa Grande, City of, AZ Cedar Park, City of, TX Centralia, City of, WA Culver City, City of, CA Dallas, City of, TX Denton, City of, TX Edmonds, City of, WA EI Paso, City of, TX Fairview, Town of, TX Fort Worth, City of, TX Frisco, City of, TX Georgetown, City of, TX Grand Forks, City of, N Grapevine, City of, TX Haltom City, City of, TX Highland Park, Town of, Indian Wells, City of, C Kerrville, City of, TX Killeen, City of, TX Lamar, City of, CO Las Cruces, City of, NM Lisle, Village of, IL Maricopa, City of, AZ Minot, City of, ND Mountain Village, Town Oak Brook, Village of, I Odessa, City of, TX Pearland, City of, TX Plano, City of, TX Prosper, Town of, TX D Rio Rancho, City of, NM Rockwall, City of, TX Roswell, City of, NM TX Rowlett, City of, TX A Salinas, City of, CA San Clemente, City of, CA San Juan Capistrano, City of, CA Santa Ana, City of, CA Scottsdale, City of, AZ Southgate, City of, CA Tomball, City of, TX Upland, City of, CA of, CO Vernon, City of, CA L Victorville, City of, CA Westlake Village, CA Winslow, City of, AZ Woodlands Township, TX University Park, City of, TX PUBLIC SECTOR PERSONNEL CONSULTANTS 3 MATTHEW E. WEATHERLY, PRESIDENT, PROJECT LEADER Mr. Weatherly has over 20 years of experience as a human resources management professional and consultant, specializing in position classification, compensation, recruitment and selection. He has served as a Human Resources Manager with Employee Solutions, Inc. and Staffing Consultant with Initial Staffing Services. He has completed projects in staff development, recruitment, selection, job descriptions, salary survey, and salary plan development. Among his current and recently completed consulting projects are those for: Banning, City of, CA Big Bear Lake, City of, CA Commerce, City of, CA Inglewood, City of, CA Monterey, City of, CA North County Fire, CA Redwood City, City of CA Rialto, City of, CA Salinas, City of, CA San Clemente, City of, CA Scottsdale, City of, AZ Westlake Village, City of, CA Mr. Weatherly holds a BS degree in Human Resources Management from Arizona State University's WP Carey School of Business. He has been a featured speaker at City Manager and HR meetings throughout the US. ELIZABETH J. LOCURTO, CCP, VICE PRESIDENT Ms. LoCurto has over 30 years of experience as a compensation manager and consultant for public and private employers, specializing in job analysis, salary surveys, and salary plan development. She has served as Compensation Research Associate for Hayes/Hill, Inc., Senior Compensation Analyst for AON Corporation, Compensation Manager for Loyola University, and Project Manager for the American Compensation Association. She has conducted projects in job audits, job descriptions, salary surveys, compensation database management, compensation plan development, compensation training course development, and compensation trend research. Among her consulting projects are: Apple Valley, Town of, CA Highland, City of, CA Sacramento, City of, CA California Family Health Council Midland, City of, TX Seaside, City of, CA EI Paso, City of, TX Oakland, City of, CA State Bar of Texas Fresno, City of, CA Pomona, City of, CA Stockton, City of, CA Ms. LoCurto holds a BS degree in Business Administration from Arizona State University. She holds the Certified Compensation Professional (CCP) designation from the American Compensation Association. KATHERINE TILZER, SPHR, VICE PRESIDENT Ms. Tilzer has more than 25 years of experience as a human resources manager and consultant, specializing in employee relations, compensation, and recruitment. She has served as Personnel Manager for Laboratory Corporation of America, Director of Human Resources for Plaza Healthcare, Inc., and Director of Human Resources for American Baptist Homes. Agoura Hills, City of, CA Indian Wells, City of, CA Sacramento City Schools, CA Azusa, City of, CA Lake Havasu City, AZ San Bernardino Assn of Govt's, CA Castro Valley Sanitary Dist., CA Monterey Transit Dist, CA Victorville, City of, CA Culver City, City of, CA Pacific Grove, City of Water Facilities Authority, CA She holds a BS degree in Management from the University of Phoenix, and certification as Senior Professional in Human Resources from the Society for Human Resources Management. PUBLIC SECTOR PERSONNEL CONSULTANTS 4 BOB LONGMIRE, PMP, PROJECT LEADER Mr. Longmire has more than 15 years of project management experience and consulting for public employers, specializing in employee development, classification, and compensation. He has served as National Sales Director for Connexion Technologies and Brand Marketing Manager for Plink. He has completed projects in job analysis, position classification, compensation surveys and plan development. Among his consulting projects are those for: Bell Gardens, City of, CA Plano, City of, TX Pitkin County, CO Colton, City of, CA Riverside, City of CA San Bernardino, City of, CA LaVene, City of, CA Greater Orlando Airport, FL Santa Ana, City of, CA Monterey, City of, CA King County Library Systems, WA Sarasota -Bradenton Airport, FL Mr. Longmire holds a BS degree in Administration from Colorado Christian University and designation as Project Management Professional from the Project Management Institute. SAMUEL HEINZ, MPA, PHR Mr. Heinz has conducted projects in job analysis, position classification, job evaluation, compensation surveys, and compensation plan development. Among his recent client projects are those for: Addison, Town of, TX DeSoto, City of, TX Prosper, Town of, TX Apache Junction, City of, AZ Galveston, City of, TX Teton County, WY Bell County, TX Midland, City of, TX The Colony, City of, TX Bismarck, City of, NO Odessa, City of, TX Williston, City of, ND Mr. Heinz holds a MA degree in Public Administration from Texas Tech. PUBLIC SECTOR PERSONNEL CONSULTANTS proposes to utilize only full-time members of our firm to complete all of the project tasks and objectives. In order to maintain complete control of the project tasks and deadlines, we will not utilize subcontractors for the completion of the project. PUBLIC SECTOR PERSONNEL CONSULTANTS 6 AVAILABLE SERVICES FOR THE CITY OF ROSEMEAD PUBLIC SECTOR PERSONNEL CONSULTANTS (PSPQ proposes the following program of consulting services and implementation support to conduct a classification and compensation study. Project Plannina and Communication 1. Project planning and scheduling meeting with the City Manager and project designee($) 2. Policy input and project direction meeting and briefing with Human Resources, designee(s) Custom Base Pay Compensation Survey 3. Occupational familiarization by review of City's current job descriptions and compensation plans 4. Organizational familiarization by review of City organization charts, budgets, and annual reports 5. Identification of City's competitive employment areas for compensation surveys, for City approval 6. Identification of City occupations to utilize as survey benchmark job classifications 7. Solicitation of comparator employers and agencies for participation in external compensation survey 8. Extraction of data from public employer compensation plans, questionnaires, reliable published surveys 9. Consolidation of data from all sources and calculation of prevailing rates for benchmark jobs 10. Computation of extent City's compensation offerings vary from external prevailing rates and practices 11. Review of competitiveness analysis with Human Resources, City Officials and City's project designees Compensation Plan Development 12. Construction of optional salary range structures for review and selection by City's project leaders 13. Assignment of job classes to salary ranges by internal equity and external competitiveness 14. Assistance with City Council identification of desired, affordable salary competitiveness policy 15. Fiscal impact estimates at various levels of external prevailing rates competitiveness policies 16. Review and critique of draft salary and implementation plans with Human Resources, project leaders Communication of Results and Implementation Strategies 17. Preparation and presentation of final project reports for the City Council, staff, and City Officials 18. Development of a plan for the implementation of City's updated compensation plan 19. Uploading of EZ COMPTM program files on a Human Resources Department computer, staff training 20. Development and provision of process for ongoing plan maintenance and subsequent plan updates 21. Assistance with communicating the City's updated plans for all City officials and employees 22. One year compensation plan maintenance assistance at no cost to the City CRCA PUBLIC SECTOR PERSONNEL CONSULTANTS 8124 6 PROJECT APPROACH AND METHODOLOGY Following is our overall work plan and approach to achieving the City's objectives for the conduct of a classification and/or compensation study. A. OBJECTIVES OF THE PROJECT The recommended plans, programs, systems and administrative procedures will meet these ten most important criteria. Internally equitable Externally competitive Readily understood Easily updated & maintained Legally compliant & defensible B. SCOPE OF THE PROJECT - Financially responsible - Efficiently administered - Inclusive of employee input - Reflective of City's values - Reflective of prevailing "best practices" The project could include: a management and employee communication plan; partnership with the City's Human Resources Manager, City Manager, Council, and project designee(s); occupational, organizational, and operational familiarization; salary survey and competitiveness analysis; salary range recommendations; fiscal impact estimates and multiple implementation scenarios; updated compensation plan and one year of classification and compensation plan implementation support for all included employees in all job classifications. C. SURVEYAND COMPENSATION ANALYSIS 1. City Involvement in Compensation Plan Development We will obtain policy direction from the Human Resources staff and/or City Officials on the following key components of the salary plan development process: - Comparator Employer Selection - Benchmark Job Class Selection - Compensation Competitiveness Policy - Salary Structure Selection 2. Comprehensive Compensation Survey - Job Evaluation Method -Salary Plan Linkage - Draft Compensation Plan Review / Critique - Total Compensation Points for Analysis - Project Implementation Plan We will collect the complete pay plans from each of the City's comparators and build a custom survey database to ensure accuracy and completeness, unique to the City's job classifications. a. Data Collection Protocol will be developed in consultation with the City's project leaders to determine which salary data elements to include, such as: Base Salary Information Salary grade/step or open range salary plan structure Salary range structure Minimum, Midpoint, and Maximum Method of salary administration — longevity, performance, or skill b. Benchmark Job Selection will be made by identifying City job classes common to its employment - competitive public and private employers in the immediate area and throughout the region or State, clearly identifiable, and representative of standard occupational job groups. CRCA PUBLIC SECTOR PERSONNEL CONSULTANTS 8124 7 c. Comparator Employers Identification will be made in consultation with the City's Project Manager(s) or City Council. Criteria include their degree of competition to the City in obtaining and retaining high quality staff, their location in the City's traditional recruitment areas, and their organizational size and complexity. d. Compensation Data Collection will be made by one or more of the following methods. Pre -survey contact with the selected comparator employers to solicit participation in the City's compensation survey(s) Extraction from the pay plans of designated public employers. Customized salary survey requests for local governments and other public employers. As desired, additional data extraction from established salary surveys and commercial survey sources such as ERI, etc. e. Data Quality Control includes editing data for accuracy and proper matching to the City's survey benchmark jobs, and phone/fax/E-mail follow-ups for data clarification and to obtain comparators' benchmark job descriptions. 3. Prevailino Rates Calculation We will consolidate the compensation data from all sources, enter the information into the EZ COMPT" program, and compute the prevailing rates, inclusive of cost -of -living differentials, as the statistical mean of the survey data for each benchmark job class. Data will be projected forward from the date of collection to a common date relating to the City's salary plan year by the annual Prevailing Rate Increase Factor (PRI) applicable at that time. 4. Compensation Competitiveness Comparison We will provide the City with charts comparing its current salary structures to those of the selected public and private comparator employers. We will calculate the extent that the City's offerings vary from the prevailing rates and practices of other relevant employers. 5. Compensation Competitiveness Policy We will assist the City to select a compensation competitiveness policy which best fits its compensation strategy and financial resources, by providing fiscal impact estimates at various percentage relationships to the prevailing rates. 5. Salary Plan Structure Development We will review the City's current employee agreements and wage plans and t) utilize the City's current wage plan structures to identify internally equitable and externally competitive salary ranges for each City job class or 2) prepare alternative salary range structures and schedules for the City to select the best fit for its competitiveness strategy, with these optional criteria: Method of administration, i.e.: measured job performance, longevity, or skill - Open salary ranges for pay -for -performance or variable compensation plan - If steps within the salary ranges, number of steps, percentage separation - Number of salary ranges, grades, or broad bands in the salary schedule - Percentage of separation between salary ranges, grades or broad bands - Recognition for longevity, unique assignments, and special skill requirements - Remuneration for required special licenses, certifications and registrations - Linkage of performance evaluations to performance increase opportunities CRCA PUBLIC SECTOR PERSONNEL CONSULTANTS 8/24 8 7. Salary Range Assignment Develooment We will assign each job classification to a salary range in the City's current or selected new salary structure on the basis of a combination of factors, including: - the prevailing rates for the benchmark job classes - its current relationship to similar or occupationally related job classes - the 15% guideline for salary range separation between sequential job classes - the 25% guideline for salary separation of a department head job class - its quantitative evaluated internal job worth value (job evaluation points) 8. Implementation Plan Development We will consult with the Human Resources Manager and Project Team on a plan for transition to the recommended plan, including a timetable for the principal activities, employee communication, impact on bargaining processes, and estimates of required financial resources. D. FINAL REPORTS AND PRESENTATIONS 1. Draft and Final Report Preparation We will provide the City's project leader(s) with a draft of our report for review and critique, including the compensation market data, salary comparison tables, fiscal estimates, salary range listings, and implementation procedures. We will incorporate their critique into the development of a final report summarizing the project's findings, recommendations, and detailed description of the City's updated compensation plans. 2. Final Report Presentations We will conduct a workshop or formal presentation of our final report and recommendations to the Human Resources staff, City Officials, and employees. 3. EZ COMP"' Program Installation We will install our EZ COMP"' program and project files on one of the Human Resources Department's computers and provide training to key staff in the maintenance and update of the classification and compensation plan. 4. Implementation Warranty To ensure effective implementation of the new plan, we will analyze, evaluate, and provide a salary range recommendation for any new or changed job class, at no cost to the City for one year. CIRCA PUBLIC SECTOR PERSONNEL CONSULTANTS 8/24 9 PROJECT RATES BY MAJOR TASK A. PROJECT COST ESTIMATE We estimate that the project's total cost, including all fees for professional services and reimbursement for out-of-pocket expenses, will not exceed the indicated amounts. Major Project Components - Base Compensation Survey — Up to 10 Comparators $15,000 - Reserve — Employee Communication, Stakeholder Meetings, Presentations $ 5,000 - From Surveys, Compensation Plan, Draft Reviews, Final Presentations $7.000 Not to Exceed i Range of Options $17,000 B. FLEXIBLE WORK PLAN, NEGOTIABLE TOTAL COST, TERMS Our work plan is flexible and total project cost negotiable, and we will discuss, modify, add or delete, any work task to increase the project's responsiveness to the City's needs and financial resources. We will provide the City with monthly invoices for the professional services provided and out-of-pocket expenses incurred during the month. We request that the City pay the invoices within thirty (30) days of their receipt. C. ESTIMATED TIMELINES We estimate that a compensation study could be completed within 90 days of initial planning and consensus on survey agencies. CRCA PUBLIC SECTOR PERSONNEL 8124 CONSULTANTS 10 EXHIBIT B INSURANCE REQUIREMENTS Prior to the beginning of and throughout the duration of the Work, Consultant will maintain insurance in conformance with the requirements set forth below. Consultant will use existing coverage to comply with these requirements. If that existing coverage does not meet the requirements set forth here, Consultant agrees to amend, supplement or endorse the existing coverage to do so. Consultant acknowledges that the insurance coverage and policy limits set forth in this section constitute the minimum amount of coverage required. Any insurance proceeds available to City in excess of the limits and coverage required in this agreement and which is applicable to a given loss, will be available to City. Consultant shall provide the following types and amounts of insurance: 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. 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. Excess or Umbrella Liability Insurance (Over Primary) if used to meet limit requirements, shall provide coverage at least as broad as specified for the underlying coverages. Any such coverage provided under an umbrella liability policy shall include a drop down provision providing primary coverage above a maximum $25,000 self-insured retention for liability not covered by primary but covered by the umbrella. Coverage shall be provided on a "pay on behalf" basis, with defense costs payable in addition to policy limits. Policy shall contain a provision obligating insurer at the time insured's liability is determined, not requiring actual payment by the insured first. There shall be no cross liability exclusion precluding coverage for claims or suits by one insured against another. Coverage shall be applicable to City for injury to employees of Consultant, subconsultants or others involved in the Work. The scope of coverage provided is subject to approval of City following receipt of proof of insurance as required herein. Limits are subject to review but in no event less than $1 Million per occurrence. C-1 Professional Liability or Errors and Omissions Insurance as appropriate shall be written on a policy form coverage specifically designed to protect against acts, errors or omissions of the consultant and "Covered Professional Services" as designated in the policy must specifically include work performed under this agreement. The policy limit shall be no less than $1,000,000 per claim and in the aggregate. The policy must "pay on behalf of the insured and must include a provision establishing the insurer's duty to defend. The policy retroactive date shall be on or before the effective date of this agreement. Insurance procured pursuant to these requirements shall be written by insurers that are admitted carriers in the state of California and with an A.M. Bests rating of A- or better and a minimum financial size VII. General conditions pertaining to provision of insurance coverage by Consultant. Consultant and City agree to the following with respect to insurance provided by Consultant: 1. Consultant agrees to have its insurer endorse the third party general liability coverage required herein to include as additional insureds City, its officials, employees and agents, using standard ISO endorsement No. CG 2010. Consultant also agrees to require all contractors, and subcontractors to do likewise. 2. No liability insurance coverage provided to comply with this Agreement shall prohibit Consultant, or Consultant's employees, or agents, from waiving the right of subrogation prior to a loss. Consultant agrees to waive subrogation rights against City regardless of the applicability of any insurance proceeds, and to require all contractors and subcontractors to do likewise. 3. All insurance coverage and limits provided by Contractor and available or applicable to this agreement are intended to apply to the full extent of the policies. Nothing contained in this Agreement or any other agreement relating to the City or its operations limits the application of such insurance coverage. 4. 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. 5. No liability policy shall contain any provision or definition that would serve to eliminate so-called "third party action over" claims, including any exclusion for bodily injury to an employee of the insured or of any contractor or subcontractor. 6. All coverage types and limits required are subject to approval, modification and additional requirements by the City, as the need arises. Consultant shall not make any reductions in scope of coverage (e.g. elimination of contractual liability or reduction of discovery period) that may affect City's protection without City's prior written consent. C-2 7. Proof of compliance with these insurance requirements, consisting of certificates of insurance evidencing all of the coverages required and an additional insured endorsement to Consultant's general liability policy, shall be delivered to City at or prior to the execution of this Agreement. In the event such proof of any insurance is not delivered as required, or in the event such insurance is canceled at any time and no replacement coverage is provided, City has the right, but not the duty, to obtain any insurance it deems necessary to protect its interests under this or any other agreement and to pay the premium. Any premium so paid by City shall be charged to and promptly paid by Consultant or deducted from sums due Consultant, at City option. 8. Certificate(s) are to reflect that the insurer will provide 30 days notice to City of any cancellation of coverage. Consultant agrees to require its insurer to modify such certificates to delete any exculpatory wording stating that failure of the insurer to mail written notice of cancellation imposes no obligation, or that any party will "endeavor" (as opposed to being required) to comply with the requirements of the certificate. 9. It is acknowledged by the parties of this agreement that all insurance coverage required to be provided by Consultant or any subcontractor, is intended to apply first and on a primary, noncontributing basis in relation to any other insurance or self insurance available to City. 10. Consultant agrees to ensure that subcontractors, and any other party involved with the project who is brought onto or involved in the project by Consultant, provide the same minimum insurance coverage 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. Consultant agrees that upon request, all agreements with subcontractors and others engaged in the project will be submitted to City for review. 11. Consultant agrees not to self -insure or to use any self-insured retentions or deductibles on any portion of the insurance required herein and further agrees that it will not allow any contractor, subcontractor, Architect, Engineer or other entity or person in any way involved in the performance of work on the project contemplated by this agreement to self -insure its obligations to City. If Consultant's existing coverage includes a deductible or self-insured retention, the deductible or self- insured retention must be declared to the City. At that time the City shall review options with the Consultant, which may include reduction or elimination of the deductible or selfinsured retention, substitution of other coverage, or other solutions. 12.The City reserves the right 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 additional cost to the Consultant, the City will negotiate additional compensation proportional to the increased benefit to City. C-3 13. For purposes of applying insurance coverage only, this Agreement will be deemed to have been executed immediately upon any party hereto taking any steps that can be deemed to be in furtherance of or towards performance of this Agreement. 14. Consultant acknowledges and agrees that any actual or alleged failure on the part of City to inform Consultant of non-compliance with any insurance requirement in no way imposes any additional obligations on City nor does it waive any rights hereunder in this or any other regard. 15.Consultant will renew the required coverage annually as long as City, or its employees or agents face an exposure from operations of any type pursuant to this agreement. This obligation applies whether or not the agreement is canceled or terminated for any reason. Termination of this obligation is not effective until City executes a written statement to that effect. 16. Consultant shall provide proof that policies of insurance required herein expiring during the term of this Agreement have been renewed or replaced with other policies providing at least the same coverage. Proof that such coverage has been ordered shall be submitted prior to expiration. A coverage binder or letter from Consultant's insurance agent to this effect is acceptable. A certificate of insurance and/or additional insured endorsement as required in these specifications applicable to the renewing or new coverage must be provided to City within five days of the expiration of the coverages. 17.The provisions of any workers' compensation or similar act will not limit the obligations of Consultant under this agreement. Consultant expressly agrees not to use any statutory immunity defenses under such laws with respect to City, its employees, officials and agents. 18. Requirements of specific coverage features or limits contained in this section are not intended as limitations on coverage, limits or other requirements nor as a waiver of any coverage normally provided by any given policy. 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 limiting or all- inclusive. 19.These insurance requirements are intended to be separate and distinct from any other provision in this agreement and are intended by the parties here to be interpreted as such. 20.The requirements in this Section supersede all other sections and provisions of this Agreement to the extent that any other section or provision conflicts with or impairs the provisions of this Section. 21.Consultant agrees to be responsible for ensuring that no contract used by any party involved in any way with the project reserves the right to charge City or Consultant for the cost of additional insurance coverage required by this agreement. Any such provisions are to be deleted with reference to City. It is not C-4 the intent of City to reimburse any third party for the cost of complying with these requirements. There shall be no recourse against City for payment of premiums or other amounts with respect thereto. Consultant agrees to provide immediate notice to City of any claim or loss against Consultant arising out of the work performed under this agreement. City assumes no obligation or liability by such notice, but has the right (but not the duty) to monitor the handling of any such claim or claims if they are likely to involve City. C-5 ACORO®_ . _ �.�-- CERTIFICATE OF LIABILITY INSURANCE I DATE(MM/D0- 0-911-1-/202-4 THIS CERTIFICATE IS ISSUED ASA MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOTAFFIRMATIVELY 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 pollcy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION 15 WAIVED, subject to the terms and conditions of the policy, certain policies may requirean endorsement A statementon this cartiR®tedoes not comer rights to the certiRcateholderin lieu ofsuchendorsement(s). CONTACT PRODUCER NAMEi TREVOR RETTKE Trevor Ratlike (884727E) I PHONE I FAX 3200 N Hayden Rd #200 (A/c NO, EXT): 480.994-1946 _ (A/c NO) 480.994.3139 E-MAIL Scottsdale AZ 85251-6652 ADDRESS: lrettke@farmemagent.com INSURER(S) AFFORDING COVERAGE NAIC# INSURED INSURERA: Truck Insurance Exchange 21709 INSURER a: Farmers Insurance Exchange 21652 PUBLIC SECTOR PERSONNEL INSURERC: Mid Century Insurance Company 21687 CONSULTANTS, INC ----- --- --- - �� - - INSURER D: EACH OCCURRENCE 2824 N POWER RD, STE 113-486 AGGREGATE MESA AZ 85215 INSURER E: EXCESSUAB CLAIMS -MADE_ INSURERF: COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: PHIS IS TO CERTIFY t'HAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAME ABOVE FOR THE POUCY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OFANY CONTRACT OR OTHER DOCUMENT WITH RESPECTTO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECTTOALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR TYPE OFINSURANCE I ADDTL SUBR POLICY NUMBER POLICYEFF POLICY EXP LIMAS LTR D EMPLOYERS'UABILITY AND INSD MD(MM/DD/VYVY) (MM/OD/YYYY) j STATUTE COMMERCIAL GENERAL LIABILITY 7 ANY PROPRIETOR/PARTNER/ YIN EACH OCCURRENCE. $ 2,000,00 CLAIMSMADE 7S OCCUR E.L.EACH ACCIDENT Is EXECUTIVE OFFICER/MEMBER"" N!A DAMAGE TO RENTED PREMISES (Ea Orrurrence) $ 1,000,00 MED EXP(AnY one person) $ 10,00 ( -EMPLOYEE _... A ( Y N 601977762 06/01/2024 06/01/2025 PERSONAL D ADV INJURY I$ ,2,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: -__ ...... 1 .. If yes, desame under DESCRIPTION OF IGENERALAGGREGATE is 4,000000 PRODUCTS -COMP/OPAGG .__. _..__. $ 2,000,00 _. ... E.L.ISEASE POLICY LIMIT X! r , POLICY I PROJECT LOC OPERATIONSbelow f .....1 OTHER: i Is SINGLE LIMIT C OM61NED S OMBINED !$ 2,000,000 AUTOMOBILE LIABILITY BODILY I NJURY (Per person) is ;ANY AUTO A OWNEDAUIO BODILY IN URY(Per acadenO �$_. SII IX N 601977762 06/01/2024 06rO1Y1025 XSCHEDULED OREDAUTOSS NON-OWNED NLY I ONED PROPERTY er $ ..... ONOFOPERATIONS/LOCATIONS/VEHICLES(ACORD 101 Additional Remarks Scheduleimay be attached if more space is required) CERTIFICATE HOLDER CITY OF ROSEMEAD 8838 VALLEY BLVD �. ROSEMEAD ACORD 25(2016/03) 31-1769 11.15 CANCELLATION SHOULDANYOF THEABOVE DESCRIBEDLOUCIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTAL! iALrZSADl11 EWITHTHEPOLICY PROVISIONS. AUTHORIZED FERRIES IVE CA 91770_- ©1988-2015 ACORD CORPORATION. All Rights Reserved The ACORD name and logo are registered marks of ACORD UMBRELLAUAS OCCUR EACH OCCURRENCE is AGGREGATE EXCESSUAB CLAIMS -MADE_ I$ I DED RETENTIONb $ PER OTHER $ D EMPLOYERS'UABILITY AND j STATUTE ANY PROPRIETOR/PARTNER/ YIN E.L.EACH ACCIDENT Is EXECUTIVE OFFICER/MEMBER"" N!A ( -EMPLOYEE _... E.L.DISEASE EA 8, EXCLUDED? (Mandatory in NH) I___ -__ ...... 1 .. If yes, desame under DESCRIPTION OF E.L.ISEASE POLICY LIMIT $ OPERATIONSbelow i ONOFOPERATIONS/LOCATIONS/VEHICLES(ACORD 101 Additional Remarks Scheduleimay be attached if more space is required) CERTIFICATE HOLDER CITY OF ROSEMEAD 8838 VALLEY BLVD �. ROSEMEAD ACORD 25(2016/03) 31-1769 11.15 CANCELLATION SHOULDANYOF THEABOVE DESCRIBEDLOUCIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTAL! iALrZSADl11 EWITHTHEPOLICY PROVISIONS. AUTHORIZED FERRIES IVE CA 91770_- ©1988-2015 ACORD CORPORATION. All Rights Reserved The ACORD name and logo are registered marks of ACORD THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. POLICY NUMBER: 601977762 1111� Ah FARMERS INSURANCE ADDITIONAL INSURED - OWNERS, LESSEES OR CONTRACTORS - SCHEDULED PERSON OR ORGANIZATION This endorsement modifies insurance provided under the following: BUSINESSOWNERS LIABILITY COVERAGE FORM BUSINESSOWNERS COVERAGE FORM APARTMENTOWNERS LIABILITY COVERAGE FORM CONDOMINIUM LIABILITY COVERAGE FORM SCHEDULE 17239 1 st Edition Name Of Additional Insured Persons Or Organization(s) Location(s) Of Covered Operations Information required to complete this Schedule, if not shown above, will be shown in the Declarations. A. The following is added to Paragraph C. Who Is An Insured of the applicable Coverage Form: Any person(s) or organization(s) shown in the Schedule is also an additional insured, but only with respect to liability for "bodily injury", "property damage" or" personal and advertising injury" caused, in whole or in part, by your acts or omissions or the acts or omissions of those acting on your behalf in the performance of your ongoing operations for the additional insured(s) at the location(s) designated above. However: a. The insurance afforded to such additional insured only applies to the extent permitted bylaw; and b. If coverage provided to the additional insured is required by a contractor agreement, the insurance afforded to such additional insured will not be broader than that which you are required by the contractor agreement to provide for such additional insured. B. With respect to the insurance afforded to these additional insureds, the following additional exclusions apply: This insurance does not applyto "bodily injury" or "property damage" occurring after: 1. All work, including materials, parts or equipment furnished in connection with such work, on the project (other than service, maintenance or repairs) to be performed by or on behalf of the additional insured(s) at the location of the covered operations has been completed; or 2. That portion of "your work" out of which the injury or damage arises has been put to its intended use by any person or organization other than another contractor or subcontractor engaged in performing operations for a principal as a part of the same project. C. With respect to the insurance afforded to these additional insureds, the following is added to Paragraph D. Liability And Medical Expenses Limits Of Insurance of the applicable Coverage Form: If coverage provided to the additional insured is required by a contract or ag reement, the most we will pay on behalf of the additional insured is the amount of insurance: 1. Required bythe contractor agreement; or 2. Available under the applicable Limits Of Insurance shown in the Declarations; whichever is less. This endorsement shall not increase the applicable Limits Of Insurance shown in the Declarations. This endorsement is part of your policy. It supersedes and controls anything to the contrary. It is otherwise subject to all the terms of the policy. J7239-ED102-19 Includes copyrighted material oflnsurance Services Office, Inc., with its permission. Pagel oft 937239 17239101 CERTIFICATE OF LIABILITY INSURANCE I DAT0/1119D/YYYY) /11/DMd 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(les) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WANED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder In lieu of such endoreement(s). PRODUCER NAME: 'Shannon Davlsoi (HD) Heffernan Insurance Brokers PHONE g2S934-85D0 1350 Carlback Avenue Walnut Creek CA 94596 ADDRESS: shannond heft INSURED Public Sector Personnel Consultants Inc 2824 N Power Road #113-486 Mesa AZ 85215 COVERAGES CERTIFICATE NUMBER: 378335870 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR I TYPE OF INSURANCE ADDLB POLICY NUMBER POLICY EFF PODGY EXP LIMITS AUTHORIZED REPRESENTATIVE COMMERCIAL GENERAL LIABILITY CLAIMS -MADE 171 OCCUR EACH OCCURRENCE 5 PREMISES Ea occv. $ MED EXP (Any one Person) S PERSONAL&ADV INJURY $ GENT AGGREGATE LIMIT APPLIES PER: POLICY JET LOC OTHER GENERAL AGGREGATE $ PRODUCTS-COMP/OP AGO $ 1 $ AUTON IBI EDASILnY ANY AUTO OWNED SCHEDULED AUTOS ONLYAUTOS HIRED NON -OWNED AUTOS ONLY AUTOS ONLY COMBINED SINGLELIMIT $ Ea accident) BODILY INJURY (Pet pere n) $ BODILY INJURY (Per acceded) S PROPERTYDAMAGE $ Per aeeWerd S UMBRELLA UAB EXCESS LIAR OCCUR CLAIMS -MADE EACH OCCURRENCE $ AGGREGATE $ OED I I RETENTION$$ A WORKERS COMPENSATION AND EMPLOYERS' UASIUTY YIN ANYPROPRIETOR/PARTNER/EXECUTIVE ❑ OFFICEWMEMBEREXCLUDED9 (Mandatory In NH) Uyes desalbe under DESCRIPTION OF OPERATIONS below NIA V 1012391 2/1/2024 2/1/2025 X I PER STAME ER E.L. EACH ACCIDENT $1,000,000 E.L. DISEASE - EA EMPLOYEE $1,000,000 E.L. DISEASE -POLICY LIMIT $1,000,000 edula, ay et/acleed are space Is ra0ulred) DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Addidenal Remarts SCNmM M m Waiver of Subrogation is included on the Workers Compensation policy per the attached endorsement, if required. CERTIFICATE HOLDER CANCELLATION ®1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25 (2016103) 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 6638 E. Valley Boulevard Rosemead CA 91770 AUTHORIZED REPRESENTATIVE ®1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25 (2016103) The ACORD name and logo are registered marks of ACORD WORKERS COMPENSATION AND EMPLOYERS LIABILITY INSURANCE POLICY WC 00 03 13 (Ed. 4-84) 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 anyone not named in the Schedule. State AZ Schedule Blanket/Schedule/State BLANKET Blanket Waiver: Anyone for whom you have agreed to provide this Waiver subject to the terms of this endorsement This endorsement changes the policy to which it is attached and is effective on the date issued unless otherwise stated. This document may have been uploaded to the CopperPoint Poral. (The information below is required only when this endorsement is issued subsequent to preparation of the policy.) Endorsement Effective 02/01/2024 Policy No. 1012391 Insured Public Sector Personnel Consultants Inc Insurance Company MountainPoint Insurance Company WC 00 0313 (Ed. 4-84) 01993 National Council on Compensation Insurance. Endorsement No. 3 Premium $ Countersigned by OP ID: LE CERTIFICATE OF LIABILITY INSURANCE 0911110241 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(les) must be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endomement s . PRODUCER Business Insurance Services PO Box 30388 Phoenix, AZ 85048 Lore Erickson ME:OT Lore Erickson, C.I.C., C.R.M. PHONE 602-953-3100 a No : 602-953-3229 No Eat ADDRESS: guiinc@aol.com DDDERCUSTOMID ae pUBLI-1 INSURER(S) AFFORDING COVERAGE NAIC R INSURED Public Sector ersonnel INSURER A: United States Liability Ins Co Consultants Inc. 2824 N Power Rd. #113486 INSURER B: COMMERCIAL GENERAL LIABILITY Mesa, AZ 85215 INSURERC: INSURER D INSURER E INSURER F : 1n11..ACEe CERTIFICATE NUMBER: REVISION NUMBER: V THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. ,TR TYPE OF INSURANCE SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE City of Rosemead POLICY NUMBER POLICY EFF M Y EXP LIMITS AUTHORIZED REPRESENTATIVE GENERAL LIABILITY EACH OCCURRENCE f PREMISES Ea ocanerKe $ COMMERCIAL GENERAL LIABILITY MED EXP (Any one person) $ CLAIMS -MADE ❑ OCCUR PERSONAL S ADV INJURY $ GENERAL AGGREGATE $ GEN'L AGGREGATE LIMIT APPLIES PER: PRODUCTS - COMPIOP AGG $ E POLICY PRO- LOC AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $ (Es accident) BODILY INJURY( Per person) S ANY AUTO ALL OWNED AUTOS BODILY INJURY (PW accident) $ SCHEDULED AUTOS HIRED AUTOS PROPERTY DAMAGE $ (PER ACCIDENT) E NON-0NTIED AUTOS S UMBRELLA LAS OCCUR EACH OCCURRENCE E AGGREGATE $ EXCESS UAB CLAIMS -MADE DEDUCTIBLE $ $ RETENTION $ WORKERS COMPENSATION AND EMPLOYERS' LIABILITY ANY PROPRIETORIPARTNERIEXECUTIVE Y VJC STATUS OTH- TO V LI IT ER E.L. EACH ACCIDENT E E.L. DISEASE - EA EMPLOYE $ OFFICER/MEMBER EXCLUDED9 (Mandatory In NH) NIA E.L. DISEASE - POLICY LIMIT $ If yes, deacnbe undor DESCRIPTION OF OPERATIONS below A Professional SP1563943H 0810412024 0810412025 Per Occr. 1,000,00 Liability Per Agg. 2,000,00 D RIPTION OF OPE nON31 LOCATIONS I VEHICLES (ASaeN ACORO t0 , Additl a Ik Sdwdule, N mon apace Is required) no�ice oicancpllflttIoyp v�'jh.a 10 n4�icseb p ca ce4LF.o.' 3 non a -Cdr o remlum. OR. is aI s e u e appq�es. gu�i�nt �aa feet to t�a terms, con I ons an exc usrons o the p0 Gy. CERTIFICATE HOLDER CANCELLATION CROSEMI SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE City of Rosemead THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. 8838 E Valley Blvd Rosemead, CA 91770 AUTHORIZED REPRESENTATIVE 01988-2009 ACORD CORPORATION. All rights reserved. ACORD 25 (2009109) The ACORD name and logo are registered marks of ACORD