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HomeMy WebLinkAboutNancy K. Bohl, Inc. dba The Counseling Team International - 2026-04-01 PROFESSIONAL SERVICES CONTRACT BETWEEN THE CITY OF HUNTINGTON BEACH AND NANCY K. BOHL, INC. dba THE COUNSELING TEAM INTERNATIONAL FOR PSYCHOLOGICAL COUNSELING SERVICES THIS AGREEMENT ("Agreement") is made and entered into by and between the City of Huntington Beach, a municipal corporation of the State of California, hereinafter referred to as "CITY," and, NANCY K. BOHL, INC. dba COUNSELING TEAM INTERNATIONAL, a hereinafter referred to as "CONSULTANT." WHEREAS, CITY desires to engage the services of a consultant to perform psychological counseling services; and Pursuant to documentation on file in the office of the City Clerk, the provisions of the Huntington Beach Municipal Code, Chapter 3.03, relating to procurement of professional service contracts have been complied with; and CONSULTANT has been selected to perform these services, NOW, THEREFORE, it is agreed by CITY and CONSULTANT as follows: 1. SCOPE OF SERVICES CONSULTANT shall provide all services as described in Exhibit "A," which is attached hereto and incorporated into this Agreement by this reference. These services shall sometimes hereinafter be referred to as the "PROJECT." CONSULTANT hereby designates Julie Casto Koot who shall represent it and be its sole contact and agent in all consultations with CITY during the performance of this Agreement. agree/surfnet/professional svcs 50 to 100 05/19-204133 1 of 12 2. CITY STAFF ASSISTANCE CITY shall assign a staff coordinator to work directly with CONSULTANT in the performance of this Agreement. 3. TERM; TIME OF PERFORMANCE Time is of the essence of this Agreement. The services of CONSULTANT are to commence on 4/I , 2026 (the "Commencement Date"). This Agreement shall automatically terminate three (3) years from the Commencement Date, unless extended or sooner terminated as provided herein. All tasks specified in Exhibit "A" shall be completed no later than two (2) years from the Commencement Date. The time for performance of the tasks identified in Exhibit "A" are generally to be shown in Exhibit "A." This schedule may be amended to benefit the PROJECT if mutually agreed to in writing by CITY and CONSULTANT. In the event the Commencement Date precedes the Effective Date, CONSULTANT shall be bound by all terms and conditions as provided herein. 4. COMPENSATION In consideration of the performance of the services described herein, CITY agrees to pay CONSULTANT on a time and materials basis at the rates specified in Exhibit "B," which is attached hereto and incorporated by reference into this Agreement, a fee, including all costs and expenses, not to exceed One Hundred Thousand Dollars ($100,000). 5. EXTRA WORK In the event CITY requires additional services not included in Exhibit "A" or changes in the scope of services described in Exhibit "A," CONSULTANT will undertake such work only after receiving written authorization from CITY. Additional agree/surfnet/professional svcs 50 to 100 05/19-204133 2 of 12 compensation for such extra work shall be allowed only if the prior written approval of CITY is obtained. 6. METHOD OF PAYMENT CONSULTANT shall be paid pursuant to the terms of Exhibit "B." 7. DISPOSITION OF PLANS, ESTIMATES AND OTHER DOCUMENTS CONSULTANT agrees that title to all materials prepared hereunder, including, without limitation, all original drawings, designs, reports, both field and office notices, calculations, computer code, language, data or programs, maps, memoranda, letters and other documents, shall belong to CITY, and CONSULTANT shall turn these materials over to CITY upon expiration or termination of this Agreement or upon PROJECT completion, whichever shall occur first. These materials may be used by CITY as it sees fit. 8. HOLD HARMLESS A. CONSULTANT hereby agrees to protect, defend, indemnify and hold harmless CITY, its officers, elected or appointed officials, employees, agents and volunteers from and against any and all claims, damages, losses, expenses, judgments, demands and defense costs (including, without limitation, costs and fees of litigation of every nature or liability of any kind or nature) arising out of or in connection with CONSULTANT's (or CONSULTANT's subcontractors, if any) negligent (or alleged negligent) performance of this Agreement or its failure to comply with any of its obligations contained in this Agreement by CONSULTANT, its officers, agents or employees except such loss or damage which was caused by the sole negligence or willful misconduct of CITY. CONSULTANT will conduct all defense at its sole cost and expense and CITY shall approve selection of CONSULTANT's counsel. This indemnity shall agree/surfnet/professional svcs 50 to 100 05/19-204133 3 of 12 apply to all claims and liability regardless of whether any insurance policies are applicable. The policy limits do not act as limitation upon the amount of indemnification to be provided by CONSULTANT. B. To the extent that CONSULTANT performs "Design Professional Services" within the meaning of Civil Code Section 2782.8, then the following Hold Harmless provision applies in place of subsection A above: "CONSULTANT hereby agrees to protect, defend, indemnify and hold harmless CITY and its officers, elected or appointed officials, employees, agents and volunteers, from and against any and all claims, damages, losses, expenses, demands and defense costs (including, without limitation, costs and fees of litigation of every nature or liability of any kind or nature) to the extent that the claims against CONSULTANT arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of CONSULTANT. In no event shall the cost to defend charged to CONSULTANT exceed CONSULTANT's proportionate percentage of fault. However, notwithstanding the previous sentence, in the event one or more other defendants to the claims and/or litigation is unable to pay its share of defense costs due to bankruptcy or dissolution of the business, CONSULTANT shall meet and confer with CITY and other defendants regarding unpaid defense costs. The duty to indemnify, including the duty and the cost to defend, is limited as provided in California Civil Code Section 2782.8. C. Regardless of whether subparagraph A or B applies, CITY shall be reimbursed by CONSULTANT for all costs and attorney's fees incurred by CITY in enforcing this obligation. This indemnity shall apply to all claims and liability regardless of whether any insurance policies are applicable. The policy limits do not act as a limitation upon the amount of indemnification to be provided by CONSULTANT. agree/surfnet/professional svcs 50 to 100 05/19-204133 4 of 12 9. PROFESSIONAL LIABILITY INSURANCE CONSULTANT shall obtain and furnish to CITY a professional liability insurance policy covering the work performed by it hereunder. This policy shall provide coverage for CONSULTANT's professional liability in an amount not less than One Million Dollars ($1,000,000.00) per occurrence and in the aggregate. The above- mentioned insurance shall not contain a self-insured retention without the express written consent of CITY; however an insurance policy "deductible" of Ten Thousand Dollars ($10,000.00) or less is permitted. A claims-made policy shall be acceptable if the policy further provides that: A. The policy retroactive date coincides with or precedes the initiation of the scope of work (including subsequent policies purchased as renewals or replacements). B. CONSULTANT shall notify CITY of circumstances or incidents that might give rise to future claims. CONSULTANT will make every effort to maintain similar insurance during the required extended period of coverage following PROJECT completion. If insurance is terminated for any reason, CONSULTANT agrees to purchase an extended reporting provision of at least two (2) years to report claims arising from work performed in connection with this Agreement. If CONSULTANT fails or refuses to produce or maintain the insurance required by this section or fails or refuses to furnish the CITY with required proof that insurance has been procured and is in force and paid for, the CITY shall have the right, at the CITY's election, to forthwith terminate this Agreement. Such termination shall not agree/surfnet/professional svcs 50 to 100 05/19-204133 5 of 12 effect Consultant's right to be paid for its time and materials expended prior to notification of termination. CONSULTANT waives the right to receive compensation and agrees to indemnify the CITY for any work performed prior to approval of insurance by the CITY. 10. CERTIFICATE OF INSURANCE Prior to commencing performance of the work hereunder, CONSULTANT shall furnish to CITY a certificate of insurance subject to approval of the City Attorney evidencing the foregoing insurance coverage as required by this Agreement; the certificate shall: A. provide the name and policy number of each carrier and policy; B. state that the policy is currently in force; and C. shall promise that such policy shall not be suspended, voided or canceled by either party, reduced in coverage or in limits except after thirty (30) days' prior written notice; however, ten (10) days' prior written notice in the event of cancellation for nonpayment of premium. CONSULTANT shall maintain the foregoing insurance coverage in force until the work under this Agreement is fully completed and accepted by CITY. The requirement for carrying the foregoing insurance coverage shall not derogate from CONSULTANT's defense, hold harmless and indemnification obligations as set forth in this Agreement. CITY or its representative shall at all times have the right to demand the original or a copy of the policy of insurance. CONSULTANT shall pay, in a prompt and timely manner, the premiums on the insurance hereinabove required. agree/surfnet/professional svcs 50 to 100 05/19-204133 6 of 12 11. INDEPENDENT CONTRACTOR CONSULTANT is, and shall be, acting at all times in the performance of this Agreement as an independent contractor herein and not as an employee of CITY. CONSULTANT shall secure at its own cost and expense, and be responsible for any and all payment of all taxes, social security, state disability insurance compensation, unemployment compensation and other payroll deductions for CONSULTANT and its officers, agents and employees and all business licenses, if any, in connection with the PROJECT and/or the services to be performed hereunder. 12. TERMINATION OF AGREEMENT All work required hereunder shall be performed in a good and workmanlike manner. CITY may terminate CONSULTANT's services hereunder at any time with or without cause, and whether or not the PROJECT is fully complete. Any termination of this Agreement by CITY shall be made in writing, notice of which shall be delivered to CONSULTANT as provided herein. In the event of termination, all finished and unfinished documents, exhibits, report, and evidence shall, at the option of CITY, become its property and shall be promptly delivered to it by CONSULTANT. 13. ASSIGNMENT AND DELEGATION This Agreement is a personal service contract and the work hereunder shall not be assigned, delegated or subcontracted by CONSULTANT to any other person or entity without the prior express written consent of CITY. If an assignment, delegation or subcontract is approved, all approved assignees, delegates and subconsultants must satisfy the insurance requirements as set forth in Sections 9 and 10 hereinabove. agree/surfnet/professional svcs 50 to 100 05/19-204133 7 of 12 14. COPYRIGHTS/PATENTS CITY shall own all rights to any patent or copyright on any work, item or material produced as a result of this Agreement. 15. CITY EMPLOYEES AND OFFICIALS CONSULTANT shall employ no CITY official nor any regular CITY employee in the work performed pursuant to this Agreement. No officer or employee of CITY shall have any financial interest in this Agreement in violation of the applicable provisions of the California Government Code. 16. NOTICES Any notices, certificates, or other communications hereunder shall be given either by personal delivery to CONSULTANT's agent (as designated in Section 1 hereinabove) or to CITY as the situation shall warrant, or by enclosing the same in a sealed envelope, postage prepaid, and depositing the same in the United States Postal Service, to the addresses specified below. CITY and CONSULTANT may designate different addresses to which subsequent notices, certificates or other communications will be sent by notifying the other party via personal delivery, a reputable overnight carrier or U. S. certified mail-return receipt requested: TO CITY: TO CONSULTANT: City of Huntington Beach The Counseling Team International ATTN: Fire Chief ATTN: Julie Casto Koot 2000 Main Street 1881 Business Center Drive Huntington Beach, CA 92648 San Bernardino, CA 92408 agree/surfnet/professional svcs 50 to 100 05/19-204133 8 of 12 17. CONSENT When CITY's consent/approval is required under this Agreement, its consent/approval for one transaction or event shall not be deemed to be a consent/approval to any subsequent occurrence of the same or any other transaction or event. 18. MODIFICATION No waiver or modification of any language in this Agreement shall be valid unless in writing and duly executed by both parties. 19. SECTION HEADINGS The titles, captions, section, paragraph and subject headings, and descriptive phrases at the beginning of the various sections in this Agreement are merely descriptive and are included solely for convenience of reference only and are not representative of matters included or excluded from such provisions, and do not interpret, define, limit or describe, or construe the intent of the parties or affect the construction or interpretation of any provision of this Agreement. 20. INTERPRETATION OF THIS AGREEMENT The language of all parts of this Agreement shall in all cases be construed as a whole, according to its fair meaning, and not strictly for or against any of the parties. If any provision of this Agreement is held by an arbitrator or court of competent jurisdiction to be unenforceable, void, illegal or invalid, such holding shall not invalidate or affect the remaining covenants and provisions of this Agreement. No covenant or provision shall be deemed dependent upon any other unless so expressly provided here. As used in this Agreement, the masculine or neuter gender and singular or plural number shall be deemed to include the other whenever the context so indicates or requires. Nothing contained herein shall be construed so as to require the commission of any act agree/surfnet/professional svcs 50 to 100 05/19-204133 9 of 12 contrary to law, and wherever there is any conflict between any provision contained herein and any present or future statute, law, ordinance or regulation contrary to which the parties have no right to contract, then the latter shall prevail, and the provision of this Agreement which is hereby affected shall be curtailed and limited only to the extent necessary to bring it within the requirements of the law. 21. DUPLICATE ORIGINAL The original of this Agreement and one or more copies hereto have been prepared and signed in counterparts as duplicate originals, each of which so executed shall, irrespective of the date of its execution and delivery, be deemed an original. Each duplicate original shall be deemed an original instrument as against any party who has signed it. 22. IMMIGRATION CONSULTANT shall be responsible for full compliance with the immigration and naturalization laws of the United States and shall, in particular, comply with the provisions of the United States Code regarding employment verification. 23. LEGAL SERVICES SUBCONTRACTING PROHIBITED CONSULTANT and CITY agree that CITY is not liable for payment of any subcontractor work involving legal services, and that such legal services are expressly outside the scope of services contemplated hereunder. CONSULTANT understands that pursuant to Huntington Beach City Charter Section 309, the City Attorney is the exclusive legal counsel for CITY; and CITY shall not be liable for payment of any legal services expenses incurred by CONSULTANT. agree/surfnet/professional svcs 50 to 100 05/19-204133 10 of 12 24. ATTORNEY'S FEES In the event suit is brought by either party to construe, interpret and/or enforce the terms and/or provisions of this Agreement or to secure the performance hereof, each party shall bear its own attorney's fees, such that the prevailing party shall not be entitled to recover its attorney's fees from the nonprevailing party. 25. SURVIVAL Terms and conditions of this Agreement, which by their sense and context survive the expiration or termination of this Agreement, shall so survive. 26. GOVERNING LAW This Agreement shall be governed and construed in accordance with the laws of the State of California. 27. SIGNATORIES Each undersigned represents and warrants that its signature hereinbelow has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify CITY fully for any injuries or damages to CITY in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. 28. ENTIRETY The parties acknowledge and agree that they are entering into this Agreement freely and voluntarily following extensive arm's length negotiation, and that each has had the opportunity to consult with legal counsel prior to executing this Agreement. The parties also acknowledge and agree that no representations, inducements, promises, agreements or warranties, oral or otherwise, have been made by that party or anyone acting on that party's behalf, which are not embodied in this Agreement, and that that party has not executed this Agreement in reliance on any representation, inducement, agree/surfnet/professional svcs 50 to 100 05/19-204133 11 of 12 promise, agreement, warranty, fact or circumstance not expressly set forth in this Agreement. This Agreement, and the attached exhibits, contain the entire agreement between the parties respecting the subject matter of this Agreement, and supersede all prior understandings and agreements whether oral or in writing between the parties respecting the subject matter hereof. 29. EFFECTIVE DATE This Agreement shall be effective on the date of its approval by the City Attorney. This Agreement shall expire when terminated as provided herein. IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed by and through their authorized officers. CONSULTANT, CITY OF HUNTINGTON BEACH, NANCY K. BOHL, INC., dba THE a municipal corporation of the State of COUNSELING TEAM INTERNATIONAL California By: ity Manager 4i print name INITIATED AND APPROVED: ITS: (circle one)Chairman/PresidentNice President AND Fire Chief By: APPROVED AS TO FORM: p./L print name City Attorney ITS: (circle one)Secretary/Chief Financial Officer/Asst. ,l Secretary—Treasurer Date RECEIVE AND FILE:F City Clerk Date 3 ' 1 - 2C agree/surfnet/professional svcs 50 to 100 05/19-204133 12 of 12 COUNTERPART promise, agreement, warranty, fact or circumstance not expressly set forth in this Agreement. This Agreement, and the attached exhibits, contain the entire agreement between the parties respecting the subject matter of this Agreement,and supersede all prior understandings and agreements whether oral or in writing between the parties respecting the subject matter hereof. 29. EFFECTIVE DATE This Agreement shall be effective on the date of its approval by the City Attorney. This Agreement shall expire when terminated as provided herein. IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed by and through their authorized officers. CONSULTANT, CITY OF HUNTINGTON BEACH, NANCY K. BOHL,INC.,dba THE a municipal corporation of the State of COUNSELING TEAM INTERNATIONAL California By:_ 40101104)" Vaffr-r Stephan A. Odom, Ph.D., President City Manager print name INITIATED AND APPROVED: ITS: (circle ate)Chairman/President/Vice President AND # ��� 0 Fire Chief By:_/��Je APPROVED AS TO FORM: Julie Casto Koot, CFO/Director of Operations .7,A., print name f..City Attorney ITS: (circle ate)Secretary/Chief Financial Officer/Asst. Secretary Treasurer Date <y/4 ) 1.4 " RECEIVE AND FILE: City Clerk Date agrcc/surfnetlprofcssionnl svcs 50 to 100 05/19-204133 12 of 12 COUNTERPART promise, agreement, warranty, fact or circumstance not expressly set forth in this Agreement. This Agreement, and the attached exhibits, contain the entire agreement between the parties respecting the subject matter of this Agreement, and supersede all prior understandings and agreements whether oral or in writing between the parties respecting the subject matter hereof. 29. EFFECTIVE DATE This Agreement shall be effective on the date of its approval by the City Attorney. This Agreement shall expire when terminated as provided herein. IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed by and through their authorized officers. CONSULTANT, CITY OF HUNTINGTON BEACH, NANCY K. BOHL, INC., dba THE a municipal corporation of the State of COUNSELING TEAM INTERNATIONAL California By :71540:14144) (err Stephan A. Odom, Ph.D., President City Manager print name INITIATED AND APPROVED: ITS: (circle one)Chainnan/PresidentNice President AND } Fire Chief By:_ �C'�cM �'►Jl APPROVED AS TO FORM: Julie Casto Koot, CFO/Director of Operations .7,A, print name �..City Attorney ITS: (circle one)Secretory•/ChierFinancial Officer/Asst. Secretory Treasurer y/� 1 Zo t� Date RECEIVE AND FILE: City Clerk Date agree/surincVprofcssionnl secs 50 to 100 05/19-204133 12 of 12 COUNTERPART EXHIBIT "A" A. STATEMENT OF WORK: (Narrative of work to be performed) Psychological Counseling Services B. CONSULTANT'S DUTIES AND RESPONSIBILITIES: SEE ATTACHED EXHIBIT A C. CITY'S DUTIES AND RESPONSIBILITIES: D. WORK PROGRAM/PROJECT SCHEDULE: EXHIBIT A EXHIBIT A Scope of Services to be Delivered: Provisions of Behavioral Health and Wellness Program: The Behavioral Health and Wellness program includes spouses, registered domestic partners and eligible dependents(up to 26 years of age), to be able to receive services from TCTI Culturally Competent Clinicians and includes the following: Short Term Counseling TCTI will provide short-term face-to-face counseling to employees,spouses,registered domestic partners,including their tax-eligible dependents who are experiencing problems,which affect job performance and overall well-being. TCTI's Client Care Coordinators work closely with the network Mental Health Professionals(Clinicians), and are knowledgeable of their background, training and areas of expertise so the client is best paired with the right clinician.TCTI's Client Care Coordinators will ask the client to give a brief description of their issue,and any preferences they may have regarding the type of Clinician with whom they are assigned. They will be scheduled for an appointment with a Clinician that works best with their issue, preferences,location and schedule. Retirement and Line of Duty Death TCTI will provide counseling to employees,spouses,registered domestic partners, including their tax-eligible dependents for up to one year after retirement. Additionally TCTI will provide counseling services for the life of the contract to any direct family members who experienced a line of duty death. Timeline of Short Term Counseling TCTI's services will be delivered in a timely manner,as requested. We strive to have clients seen no later than five(5)days from the request. TCTI's emergency services are available 24/7/365 "Stand by Status". TCTI handles emergencies on an immediate basis. Telehealth TCTI will provide Telehealth services when requested, or when in-person services are not readily available. Telehealth is a service in which mental health professionals can provide counseling services to their clients from a distance using videoconferencing. It is confidential and protected by HIPAA in the same way that face-to-face sessions are,while using our online telehealth portal. TCTI will provide short-term face-to-face counseling to employees,spouses, registered domestic partners and their eligible dependents who are experiencing problems, which affect job performance and overall well-being.These problems include,but are not limited to the following: • mental, family and relationship conflicts, • co-workers, • alcohol and/or substance abuse, • critical incidents, • depression, • codependency,stress, • disability, • behavioral, or emotional problems, • disciplinary issues, • child and elder care, • domestic violence, • addictive behaviors, • medical problems, • anger issues, anxiety/panic attacks, • parents, • bereavement, • suicidal ideations, • career concerns • supervisor or subordinate. TCTI will provide up to ten(10)counseling sessions,per year,per issue, if necessary to resolve immediate issues. TCTI will provide our counseling services to a spouse, registered domestic partner and unmarried children up to age 26 eligible for services. TCTI understands the nature of their jobs and shift work. It is common for public safety agencies to have to hold employees past their shift or mandate overtime. We will not hold missed appointments against the client monetarily or at a loss of counseling for work related matters. Approach: TCTI is available to handle the day-to-day counseling requests from the City of Stockton Fire Department employees and their covered family members by calling us at 800-222-9691. We offer a team of Care Coordinators, who intercept calls Monday through Friday between the hours of 7:30am to 5:30pm.The caller will be asked a brief series of questions and will be scheduled with an appropriate clinician based on their needs.We have a team of culturally competent clinicians that specialize in the issues that first responders and their families face. We can offer in-person and or telehealth counseling services and have offices located throughout California. If a client is in crisis after hours, they can call our 800 number which will connect them to our answering service who will then connect them to our on-call clinician. Annual Wellness Visits Wellness Visits are a unique service that are becoming more popular with Public Safety agencies. A Wellness Visit is defined as a confidential,periodic( often annual),scheduled visit with a qualified mental health professional for the purpose of providing support and improving the officer's overall well-being.This is considered a preventative(as opposed to reactive) wellness service. Important Information About Wellness Visits: • The service is confidential.No report is produced and no information about the visit or the employee is reported back to the agency after the visit. • This is an employee focused service with the following main goals: o Increase knowledge about mental health issues/concerns o Provide a confidential setting in which to discuss concerns o Reduce stigma about mental health concerns o Increase exposure to and comfort with mental health professionals Wellness Visits are unique in that they straddle the line between consultation/education and clinical services. A program of Wellness Visits can be set up as either an educational service or a clinical service, but this must be clear up front as it impacts the type of documentation required and the focus of the session. If set up as a consultation,the visit will parallel that of a supportive debriefing session and the only documentation will be name and date of attendance and a signed consent form. There is no need for an individual record to be created for each client. If set up as a clinical service, all required documentation associated with clinical services will be necessary and the focus of the visit may become a bit more centered on screening for clinical concerns. Unless the department requires otherwise, it is recommended that the WV be conducted as a consultation service to minimize records and maximize confidentiality for the officer,both at the time of service and in the future. Approach: TCTI will work with your departments to plan the roll-out for Individual Wellness Visits. This plan can either be for individuals calling the office to schedule a One(1)hour appointment with the clinician or the department can request a clinician at a specific time to be present at the department and available to those that want to talk. Most departments prefer the clinician to be scheduled on a regular basis and be present at their location to familiarize the staff and develop relationships,which encourages the employees to call and utilize the services.To schedule these services,the department will call 800-222-9691 Monday through Friday and follow the prompts to contact our scheduling team. Embedded Clinician Ride A Longs and Location Visits At the request of the Agency,TCTI will provide culturally competent Clinicians for agency ride a longs and worksite visits for employees.The goal of agency ride a longs and worksite visits from a culturally competent Clinician is to build positive,professional and strong relationships between first responders and the Clinician and to normalize conversing with a Clinician.This also allows the clinician to learn about the agency and get to know and understand the agency culture. Approach:TCTI will work with your departments to plan the roll-out for Embedded Clinician Ride-alongs and location visits.The department can request a clinician at a specific time to be present at the department and available to participate in a ride-a-long with officers or firefighters. Most departments prefer the clinician to be scheduled on a regular basis and be present at their location to familiarize the staff and develop relationships,which encourages the employees to call and utilize the services.To schedule these services,the department will call 800-222-9691 Monday through Friday and follow the prompts to contact our scheduling team. Supervisor Referrals & Management Consultation In the event that the manager requires the employee to seek counseling via the supervisor referral process TCTI provides an unlimited number of consultations to supervisors and managers who wish to discuss counseling and other services in addressing job performance issues.The process includes a system for screening and assessing the nature and severity of employee issues. It provides for any number of assessment sessions necessary for a referral to therapy for employees formally referred by a supervisor for a work performance issue. Assessment sessions are not counted against the employee's available number of counseling sessions. TCTI will meet with every Agencies designated team once a year to review best practices and ensure the contract is being utilized and fulfilled correctly to provide a proactive approach to behavioral health and wellness services.TCTI believes in a well thought out approach to ensure that no stakeholder group gets left behind and that every employee has the opportunity to take advantage of services on a proactive basis to stay healthy. Approach:TCTI provides Supervisor Referrals for police and fire staff members. Police and fire command staff can schedule an appointment for an employee in the event a problem arises with an employee while on duty. If the department is unclear as to whether the employee is seeking counseling and their work performance is being impacted due to an event that may be occurring in their life,the upper command staff and/or Human Resources Director will have the ability to call and schedule an appointment for the employee in need. TCTI has a crisis appointment available every day in each county that we serve.The command staff would contact our office during business hours and request this service to be scheduled. Our team of schedulers will assist the caller in getting the employee scheduled by asking a series of questions to get the client scheduled. If the crisis hour has been filled,TCTI will call our on- call clinician into the office located in San Bernardino based on the seriousness of the call if needed. Critical Incidents Critical Incident Stress Management- 24/7/365 Stand by Status (SBS) Intervention Services TCTI shall provide Critical Incident Stress Management services on a 24/7/365 basis.TCTI has clinicians designated as on-call to respond to crisis situations and are able to respond to designated locations within one to two hours of receiving the call. TCTI understands the work of public safety professionals exposes them to significant incidents that can have a lasting effect on their mental health and well-being.TCTI recognizes the importance of routine and post-incident debriefings to assist employees in processing events in a healthy and productive manner.This will help minimize the risk of post-incident stress that can lead to physical and psychological disorders.TCTI shall: • Conduct routine group debriefings, face-to-face,with units that are regularly exposed to high levels of stress. • Hold a post-critical incident meeting (diffusing) ahead of a formal debriefing to discuss normal reactions to stress and healthy methods to help process stress. When necessary,such meetings shall be conducted prior to the affected employee's end of watch. • Facilitate post-incident group debriefings with affected employees following a critical incident, face-to-face). Such debriefings should ideally be held within 48-96 hours of the incident but, given the need to coordinate varying work schedules,shall be conducted as close in time to the incident as practical. Descriptions of Critical Incident Stress Management(CISM) services provided by TCTI: One-on-One:One-on-one sessions allow for the employee to feel comfortable discussing what they have just experienced or witnessed while in a confidential setting. In the event one-on- one assessments are not necessary,other methods to assist personnel may be required. Critical.Incident Stress Defusings:A defusing is a small group discussion following the critical incident which typically takes place within 8 to 12 hours of the event. It includes a three- phase structure, and the duration is usually less than one hour. It is typically a homogeneous group that consists of persons directly impacted by the event. The goal of a defusing is to normalize reactions and lower the group's tension, set expectations, provide information, discuss coping methods and identify those individuals who may need additional support. Defusings help to accelerate the recovery process and identify the need for debriefings and other services. The three phases of defusings are: The Introduction Phase is designed to introduce the team, lay out guidelines and lower anxiety about the process. The Exploration Phase allows a brief discussion of the experience and a brief story of the event. The Information Phase is designed to provide information, normalize, teach, provide guidance,and summarize key points. Critical Incident Stress Debriefing: Critical Incident Stress Debrief ings are structured in small groups and must follow the crisis intervention process developed by Jeffery Mitchell, Ph.D. of the International Critical Incident Stress Foundation(C).The f unction of this process is to build the group's resistance to traumatic stressors through an active and supportive process. Critical Incident Stress Debrief ings focus on the group's ability to bounce back from a traumatic incident by emphasizing group cohesion, group perf ormance and the ability of the group to recover and resume its normal f unctions. Critical Incident Stress Debriefings are not a form of psychotherapy,nor is it a substitute for psychotherapy,professional counseling, treatment of Post Traumatic Stress Disorder(PTSD),or any other mental or physical disease or disorder. It is also used to identify those who might need additional support and in some cases referral for professional psychotherapy. Critical Incident Stress Debrief ings are best applied between 48 and 96 hours of ter a traumatic event. In some cases, such as a disaster in which the individuals exposed have continuous exposure to the event over time,the Critical Incident Stress Debriefing may not be provided until several weeks have passed. TCTI's clinicians will consider the psychological readiness of the group for the debriefing process in order to avoid any negative or adverse reactions. A Critical Incident Stress Debriefing may last between 1 to 3 hours, depending on the number of people in the group and the nature of the event. More intense events may generate stronger emotional reactions which may make it more difficult for individuals to express their feelings. Psychological First Aid: Psychological First Aid is assisting people with emotional distress whether it results from physical injury, disease or excessive stress. It is walking around and checking on those impacted by using crisis intervention skills. TCTI provides Stand-by-Status, by being available 24 hours a day, 7 days a week, 365 days of the year for calls that require immediate attention. TCTI's crisis response services can be reached by calling 1-800-222-9691. During business hours, calls will be answered by a member of our care coordination team who has been trained in crisis intervention. The team member will assure that a qualified clinician will respond to the department, as requested. All after-hour calls will be automatically transferred to TCTI's answering service.The caller will be assured that the on-call clinician will return the call within 15 minutes and will render the services that are requested by the department. TCTI conducts a follow up with the first responder(s) involved in the critical incident five (5) days and/or prior to returning to work. Face-to-face contact with the first responder(s) four (4) weeks, six (6) months and one (1) year following the event is encouraged. However, with permission from the first responder, a phone call at four (4) weeks, six (6) months and one (1) year following the event will be conducted should the first responder refuse face-to-face follow ups. These are conducted to assess the first responder's progress following the event. Family members will be included in the initial follow up session should Clinician, first responder, and their family members agree that this would be effective in helping them understand the issues that may arise as a result of such an incident. Follow ups and treatment will be appropriately recommended following all other critical incident events. Approach: TCTI is available to respond to critical incident intervention/hostage negotiation assistance and debriefing services 24/7 /365 days per year. We offer a team of schedulers who intercept calls Monday through Friday between the hours of 7:30am to 5:30pm. If the police or fire department are in need, they can contact us at 800-222-9691 or 909-884-0133 and follow the prompts to be connected to our crisis team. The team will ask brief questions regarding the nature of the call, the location, how many were involved and will immediately dispatch one of our culturally competent clinicians to the requested location. For after-hours calls, the agency would dial the same number. The call will be intercepted by our after hours answering service. The department would state that they have a need for a clinician to respond to their agency for a Crisis Call. The operator will take down the caller's information and reach out to the clinician on-call to notify them of the request.The clinician will then contact the agency and speak to the caller to ask all the required questions to dispatch to the call. Our response time is usually within two hours of the request. TCTI will schedule any follow-up appointments that are necessary following a CISD. The clinician will direct those involved to contact our office to schedule a follow-up within a set number of days depending on the incident and/or the department's policies. The personnel involved will be given a card which contains our 800 number and the name of the clinician that responded to the incident so that they have the information to schedule their follow-up appointment. Post-trauma Interview Phases (Mitchell Model) Introduction Phase Introduces confidentiality,peer support personnel,chaplain and the facilitator(s) Fact Phase Where the facilitator elicits from the members what activities they performed during the critical incident and what they heard,saw,smelled and did at the scene. Thought Phase Where the facilitator encourages members to share with others what they were thinking at the scene and whether they have ever had these thoughts before. Reaction Phase Where the facilitator encourages members to share with others the feelings they had at the scene and are having now,and whether they have ever had these feelings before. Symptom Phase Where the facilitator focuses on the psychological and physical effects that the members experienced since the incident. Teaching Phase Where members are reminded that symptoms they have experienced are normal responses to extraordinary circumstances and the rationale for their stress response is explained. Re-Entry Phase The final phase,where debriefing leaders summarize key points,answer final questions,provide stress management information,normalize experiences,validate support systems and encourage optimistic forward movement,ensuring participants know who to contact for further help as they transition back to normal operations. Training TCTI is able to provide a wide variety of training classes.This educational approach can serve as a proactive measure,as well as a follow-up tool.Classes can be tailored to fit your specific needs and can range from 2 to 8 hours.These courses are built with the first responder and public safety official in mind and are also customizable to the support staff and family of those in public safety.We will work with your agencies to schedule training as needed.Most of our courses are available both in-person and virtually.We highly recommend training that is over 4 hours to be conducted in-person and not in an online setting for best results.For open trainings hosted by The City of Stockton,TCTI will offer two free spots for hosting the course. Featured Classes: • Basic Peer Support • Suicide Prevention and Intervention • Advanced Peer Support • Burnout and Compassion Fatigue • Executive Peer Support • First Responder Wellness: A 360 • Group Crisis Intervention(CISM) Approach • CISM for Supervisors • Retire Well First to Respond, Last to Seek Help • Families on the Frontline • • S.O.S. Significant Other Survival • Mental Health Mayday • Wellness Coordinator Training • Addiction Awareness in Public Safety Peer Support Training TCTI provides different levels of peer support training to the employees of the agencies and organizations we serve. Our team of culturally competent Clinicians and course instructors have developed our training curriculum that is evidence-based using our years of experience working with first responders, clinical research and wellness best practices to support mental health, wellbeing and resilience. Peer Support Team may schedule quarterly training sessions with TCTI and may consult on a topic of choice or recommendation. Additionally,TCTI offers courses certified by the International Critical Incident Stress Foundation(ICISF). These courses offer Peer Supporters certification in the fundamentals of Critical Incident Stress Management(CISM), group crisis interventions,demobilizations, defusings,and Critical Incident Stress Debriefings (CISD). Basic Peer Support Training Certifications: POST Plan IV(7180-10560), ICEMA (62-2032), EMSA, BRN, CEUs This three-day course brings participants together that have been selected as peer supporters by their department on a volunteer basis from all ranks and positions within the workplace. Throughout this class,participants will acquire supportive skills which are designed to help them assist their co-workers who are experiencing a variety of life crisis situations,who feel comfortable talking to someone that has"been there" and understands what it's like to work "their jobs." Peer support provides a way for employees and their family members to confidentially talk about personal/professional problems with specially trained co-workers who understand and want to help.Their primary function is to LISTEN, ASSESS and whenever necessary,REFER to mental health professionals. They are taught to complement those services provided by mental health professionals. Class Topics • Developing a Peer Support Program • Self-Disclosure • Active Listening/Paraphrasing • Crisis Intervention Techniques • Dealing with Depression and Suicide Situations • Grief and Mourning • Line-of-Duty-Deaths • Critical Incident Stress Management • Eye Movement Desensitization and Reprocessing(EMDR) • Diversity in Public Safety(LGBTQIA) • Substance Abuse Advanced Peer Support Training Certifications: POST Plan IV(7180-10560), ICEMA (62- 2032), EMSA, BRN, CEU Advanced Peer Support training is designed to enhance skills learned in the Basic Peer Support course, strengthen current skills of Peer Supporters, introduce new topics and learn ways to help keep the Peer Support team healthy and strong. An overview of the signs,symptoms and treatment recommendations for Posttraumatic Stress Disorder(PTSD) will be covered,and a treatment option known as Eye Movement Desensitization and Reprocessing(EMDR)will be identified and explored. Participants will also learn about Suicide Prevention and Intervention and will obtain a 4-hour Gatekeeping QPR certificate, as well as ways to be prepared on handling difficult debriefing situations. Class Topics • Understanding PTSD • Learn the differences between Posttraumatic Stress and PTSD • Review Eye Movement Desensitization and Reprocessing(EMDR) • Develop skills for dealing with suicidal peers • Develop skills for handling difficult debriefings • Reinforce basic Peer Support skills • Discover ways to keep your Peer Support team healthy Group Crisis Intervention(CISM)Training Certifications: POST Plan IV(7180-10560), ICEMA (62-2032), EMSA, BRN, CEU The course is designed to present the core elements of a comprehensive,systematic and multi- component crisis intervention curriculum. The 2-day course prepares participants to understand a wide range of crisis intervention services including pre and post incident crisis education, significant other support services,on-scene support services, crisis intervention for individuals, demobilizations after large-scale traumatic incidents,small group defusing's and group interventions known as Critical Incident Stress Debriefing(CISD).The Basic CISM course specifically prepares participants to provide several of these interventions,specifically demobilizations,defusing's and CISD. The need for appropriate follow-up services and referrals when necessary is also described.Considerable evidence gathered to date strongly supports the multi-component crisis intervention strategy,which is discussed in this course. Basic CISM training is open to any person who wishes to know more about crisis intervention techniques such as CISD. Emergency services and disaster workers,security,safety, military, industrial and school system personnel, EAPs, human resources personnel, psychologists, social workers,counselors and others can all benefit from the Basic CISM training. The course is certified through the International Critical Incident Stress Foundation(ICISF)and comes with an ICISF workbook and certificate of completion. Class Topics • Types of Critical Incidents • Critical Incident Stress • Stress Preventatives • Demobilizations • Defusing's • 7 Phases of Debriefings Suicide Prevention and Intervention Certifications:POST Plan IV(7180-10560), ICEMA (62- 2032), EMSA, BRN, CEU In addition for understanding the myths and reasons behind suicide,this class will also teach participants how to assess the lethality of the suicidal person. This class will provide methods, tips and questions to assess and assist the suicidal person in order to help them de-escalate. Class Topics: • Learn statistics about the prevalence of first responder loss to suicide • Recognize risk factors and lethality assessment techniques • Practice indirect and direct questioning approaches • Learn how to support those who are dealing with depression, grief and loss Approach: TCTI will be available to provide training to members of the police and fire departments upon request by the department. Training can be related to dealing with resolving or improving employee/work related issues,concerns, or conflicts as well as how to best refer employees to services.TCTI will also attend and/or present at the City's annual Wellness Fair and provide information to the police and fire employees on how to utilize the services and how the program works.TCTI offers a plethora of first responder specific training that can help to reduce issues related to the first responder profession.These classes can be customized to meet the needs of the agency and can vary in length.We also have POST certified instructors and can offer credit on courses such as Basic Peer Support,Advanced Peer Support Basic Critical Incident Stress Management and Advanced Critical Incident Stress Management.Presenters shall be experienced and knowledgeable in each subject area. Building a Peer Support Team TCTI provides guidance, consultation and tools to departments who are starting up a peer support team. From the start of the process,TCTI provides a process and critical steps to building a public agency peer support program, starting with a Chiefs memo, department survey,peer support nomination process,nomination letters and assistance in conducting peer support nominee interviews with a licensed, culturally competent Clinicians. The interviewing Clinician will provide pertinent questions to ask during the interview process and assist the interview panel by making recommendations of those who appear to be qualified candidates for the position. Peer Support Consultation Services TCTI works with agencies to implement and develop their peer support programs through consultative services. We are available to consult with agencies and examine the status of their peer support team. We do this by request and can assist with the following: • Assistance and guidance with launching a new peer support program • Peer Support Team meetings • Department/Agency peer support and Evolution of Care survey assessment • Conducting SWOT analysis with the Peer Support Team • Providing training based on the need and status of the team • Reviewing peer support policies and making recommendations • Conducting peer support team member interviews and making recommendations • Assisting agencies with mutual aid peer support during critical incidents • Maintaining peer support teams and evaluating impact • Developing a peer support referral network TCTI also provides 24/7/365 availability to speak to a Clinician to assist and receive consultation and guidance from a licensed Clinician. Additionally, we have a dedicated 24/7/365 Peer Support Crisis Hotline,where peer supporters can contact a culturally competent,licensed mental health professional for advice and guidance when assisting peers faced with situations beyond the scope of their capabilities and training. Approach: TCTI will be available to provide peer support consultation to members of the peer supporters and leadership upon request by the department. Consultation can be related to a specific situation or may be related to peer support team business. Simply contact us at 800-222-9691 or 909-884-0133 and ask to speak with a clinician regarding peer support consultation. Promoting your Peer Support Program TCTI understands how important it is to market your peer support program in a positive light. Over the years, we have developed a library of mental health pamphlets related directly to first responders and other resources that are available to provide to agency members. These documents are available on our website or as a handout.We provide our agencies posters,trifolds,in-person and/or online orientations,briefings,regional peer support update meetings on relevant peer support topics, flyers for special events and/or months that highlight various mental health topics,mental health topical videos and we are also available to attend wellness fairs.All resources are available to our contracted agencies upon request. Additionally,we can create customized online access for your organization.These pages include personalized marketing materials with their association logos and organizational information. Approach: TCTI offers several marketing pieces to support your Peer Support Program. Please call our office at 800-222-9691 or 909-884-0133,Monday through Friday between the hours of 7:30am to 5:30pm to request materials,or you may download materials from our website at: www.thecounselineteam.com and select the"Resources"tab. Retreats and Workshops Peer Support Team Retreat Your career and role as a peer supporter focuses on helping others through traumatic events. With the chronic cumulative stress in your role, you can take time to balance and decompress. This is a 3 day/2 night retreat held at our Eagle Creek Retreat Center in Idyllwild,California.Along with your peer support team,you will develop stress reduction skills, improve mental performance through mitigation techniques,and create a healthy plan for yourself, family, and team. • Resilience workshop • Teamwork: mission,values, goals • Incident debriefs • Stress reduction and healing practices • Burnout and compassion fatigue • Post traumatic growth practices • One-on-one counseling Trauma and Resilience Retreat Designed by experts in treating traumatic stress injuries, this retreat provides insight, healing, education,and support. We will work together to address personal difficulties and occupational trauma.This is a 4 day/3 night retreat and is held at our Eagle Creek Retreat Center in Idyllwild,California.Come explore the sacrifices and rewards of your experience as a first responder. Leave renewed with improved resilience and a solid plan on how to use healthy practices. • Post-traumatic stress injuries &mental health • Tools to process trauma exposure&occupational stress • Improve overall mental performance and wellbeing • Focus on unresolved grief, anger,and frustrations • Create a value-based plan for self-improvement • Resilience workshop • Burnout and compassion fatigue • One-to-one counseling • Stress reduction and healing practices First Responder Spouse Retreat(SAGE) This retreat specializes in first responder family healing with a holistic, wellness- oriented approach. Spouses/significant others can begin a new path of self-care,and develop realistic goals to improve lives, families,and relationships. This 4 day/3 night retreat is specially designed for public safety spouses/significant others and is held at our Eagle Creek Retreat Center in Idyllwild,California. In this tranquil setting, we specialize in family wellness through evidence-based modalities to improve resiliency for a more fulfilled life. • Redefine your strength and self-esteem • Learn how to be supportive without sacrificing your happiness • Focus on caring for yourself while caring for your family • Learn about family roles and setting healthy boundaries • Develop post traumatic growth practices Wellness for Public Safety Retreat Experiencing stress and witnessing traumatic events can have a lasting impact with symptoms that linger for months or even years if not properly addressed. Whether you are a first responder,professional staff,or hold a leadership role,you may find that you tend to push down feelings and carry on as usual, even though you may be struggling to process high levels of stress, fear, guilt, and grief. This 3 day/2 night retreat is held at our Eagle Creek Retreat Center in Idyllwild, California. The retreat is specially designed to identify healthy skills for stress reduction and mental health mitigation techniques to improve overall wellness. • Post-traumatic stress injuries &mental health • Tools to process trauma exposure&occupational stress • Learn techniques to improve overall mental performance and wellbeing • Focus on unresolved grief, anger, and frustrations • Create a value-based plan for self-improvement • Responder resilience workshop • Burnout and compassion fatigue • Post traumatic growth practices • One-to-one counseling • Stress reduction and healing practices • Accelerated Resolution Therapy/EMDR Command Staff Resiliency Workshop Throughout your career, you have experienced stress and witnessed traumatic events, which can lead to having a lasting impact on your health and well being. You may find that you tend to push down feelings and carry on as usual,even though you may be struggling to process high levels of stress,fear,guilt,and grief.This retreat brings together professionals in various leadership roles.Together,you can take the time to focus on personal and organizational resilience,while balancing assertiveness that fosters trust at all levels of your organization.This 3 day/2 night retreat is held at our Eagle Creek Retreat Center in Idyllwild,California.Along with other leaders,you will strengthen skills so others will continue to see you as a respected,competent, and compassionate leader.You will also learn how to improve work-life balance,while creating a healthier workplace. • Resilience Workshop • Burnout and Compassion Fatigue • Retire Well Strategies • Connection and Understanding • Post Traumatic Growth Practices • Responder Home and Family Life • Group and Individual Mental Performance Training Fire Chief Resilience Workshop This 3 day/2 night workshop is exclusively for The Fire Chief.It is your responsibility to care for your department,people,and community as a Fire Chief.It can be lovely at the top and the best support system is often with fellow Chiefs who are walking the same path.Together,you can take the time to focus on personal and organizational resilience,while balancing an assertiveness that fosters trust at all levels of your organization. Approach: For questions about retreats and workshops,or scheduling, please contact our Director of Clinical Outreach,Jillian Barrett at Jillian.Barrett@frhealth.com. Orientations and Briefings TCTI will provide orientations to employees and management on an as needed basis. These orientation sessions will provide education on the Behavioral Health and Wellness program and how it can be best used by department members. TCTI will provide handouts such as pamphlets, flyers,posters,wallet cards and conduct education seminars and briefings concerning services provided by our program.This is a great way to provide awareness among the employees and their eligible dependents. TCTI will provide training to supervisors regarding our counseling program availability and procedures.Supervisors will receive training sessions on how the program works, and how he or she can relate to the program and support it.It is important to build the relationship between supervisors so they can work together as part of a cooperative team. Training them together supports this teamwork. Approach: TCTI will send one of their executive staff members to the departments for an initial orientation with command staff,upper administration and/or peer support. At that time,TCTI's representative will verbally provide all the information on how the program works and answer any questions that may arise. Educational material and information will be passed out to the department so that the program can be properly advertised. TCTI can also provide a video link of the recorded orientation for other staff members to view at a later date and if requested by the department,TCTI will provide more orientations based on the needs of the Department. All material is also located on our website at www.thecounselingteam.com in our wellness library under our Resources tab. TCTI Wellness Library TCTI designed a website with the user in mind, we currently offer over 75 Articles,handouts and surveys or Tests to utilize on various topics as well as links to helpful Organizations and Associations. Our Wellness Library covers a variety of topics and resources. This online resource is meant to be educational and informational -never to replace recommendations from a physician or licensed mental health professional. Approach: Our TCTI Wellness Library is available by accessing the TCTI website at: www.thecounselingteam.com and clicking on the"Resources"tab and then selecting"Wellness EXHIBIT "B" Payment Schedule (Hourly Payment) A. Hourly Rate CONSULTANT'S fees for such services shall be based upon the following hourly rate and cost schedule: SEE ATTACHED EXHIBIT B B. Travel. Charges for time during travel are not reimbursable C. Billing 1. All billing shall be done monthly in fifteen (15) minute increments and matched to an appropriate breakdown of the time that was taken to perform that work and who performed it. 2. Each month's bill should include a total to date. That total should provide, at a glance, the total fees and costs incurred to date for the project. 3. A copy of memoranda, letters, reports, calculations and other documentation prepared by CONSULTANT may be required to be submitted to CITY to demonstrate progress toward completion of tasks. In the event CITY rejects or has comments on any such product, CITY shall identify specific requirements for satisfactory completion. 4. CONSULTANT shall submit to CITY an invoice for each monthly payment due. Such invoice shall: A) Reference this Agreement; B) Describe the services performed; C) Show the total amount of the payment due; D) Include a certification by a principal member of CONSULTANT's firm that the work has been performed in accordance with the provisions of this Agreement; and E) For all payments include an estimate of the percentage of work completed. Upon submission of any such invoice, if CITY is satisfied that CONSULTANT is making satisfactory progress toward completion of tasks in accordance with this Agreement, CITY shall approve the invoice, in which event payment shall be made within thirty (30) days of receipt of the invoice by CITY. Such approval shall not be unreasonably withheld. If CITY does not approve an invoice, CITY shall notify CONSULTANT in writing of the reasons for non-approval and the schedule of performance set forth in Exhibit "A" may at the option of CITY be suspended until the parties agree that past performance by CONSULTANT is in, or has been brought into compliance, or until this Agreement has expired or is terminated as provided herein. 1 Exhibit B 5. Any billings for extra work or additional services authorized in advance and in writing by CITY shall be invoiced separately to CITY. Such invoice shall contain all of the information required above, and in addition shall list the hours expended and hourly rate charged for such time. Such invoices shall be approved by CITY if the work performed is in accordance with the extra work or additional services requested, and if CITY is satisfied that the statement of hours worked and costs incurred is accurate. Such approval shall not be unreasonably withheld. Any dispute between the parties concerning payment of such an invoice shall be treated as separate and apart from the ongoing performance of the remainder of this Agreement. 2 Exhibit B EXHIBIT B Pricing Year 1 Flat Fee $1700.00 Per month 24/7/365 Critical Incident Response (CISD) $275.00 hr port to port Training $195.00 hr port to • All POST certified training is pre-priced por agreed upon rate with POST port and per 2-day CISM Training$299 per person instructor 3-day Basic Poor Support$199 per person 2-day Advanced Peer Support$199 per person 5-Day Wellness Coordinator Course$799 per person Retire Well Course$199 per person Peer Support Consult $150.00 hr Peer Support Quarterly Meeting $175.00 hr Year 2 5% increase Flat Fee $1785.00 Per month 24/7/365 Critical Incident Response (CISD) $288.75 hr port to port Training $204.75 hr port to • All POST certified training is pro-priced por agreed upon rate with POST port and per 2-day CISM Training$299 por person instructor 3-day Basic Poor Support$199 per person 2-day Advanced Peer Support$199 per person 5-Day Wellness Coordinator Course$799 per person Retire Well Course$199 per person Peer Support Consult $157.50 hr Peer Support Quarterly Meeting $183.75 hr Year 3 5% increase Flat Fee $1874.25 Per month 24/7/365 Critical Incident Response (CISD) $303.19 hr port to port Training $214.99 hr port to . All POST certified training Is pre-priced per agreed upon rate with POST port and per 2-day CISM Training$299 per person instructor 3-day Basic Peer Support$199 per person 2-day Advanced Peer Support$199 per person 5-Day Wellness Coordinator Course$799 per person Retire Well Course$199 per person Peer Support Consult $165.38 hr Peer Support Quarterly Meeting $192.94 hr TRUEREC-01 HMKMJUNATH • ACOR O• DATE(MM/DD/YYYY) CERTIFICATE OF LIABILITY INSURANCE I1/17/2025 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(ies)must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy,certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER License#0757776 N2LWCT Shawn Prince HUB International Insurance Services Inc. PHONE E:1 (877)825-2681 I FAX No 951 231-2572 1525 Faraday Avenue , f I )'� Suite 150 AIL ADDRESS:Cal.CPU@Hubinternational.com Carlsbad,CA 92008 INSURER(S)AFFORDING COVERAGE NAIL p _ INSURER A:Great American Assurance Company 26344 INSURED INSURER B: Nancy K.Bohl,Inc.D.B.A The Counseling Team International INSURER C: P.O.Box 7667 INSURER D: Newport Beach,CA 92658 INSURER E: INSURER F: COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. 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INSR TYPE OF INSURANCE ADDL SUBR POLICY NUMBER POLICY EFF POLICY EXP LIMITS __1NSp 1NVP 1h)1,VDD/YYYYI_IMMIDDIYYYYJ _ A X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 1,000,000 I CLAIMS-MADE X OCCUR MAC F416592 00 00 10/17/2025 10/17/2026 DAMAGE TO RENTED 100 000 X PREMISES(Ea ocwrrsnce) $ MEO EXP(Any one person) $ 5,000 PERSONAL&A INJURY $ 1,000,000NW GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 3,000,000 X POLICY j LOC PRODUCTS-COMP/OP AGG $ 3,000,000 OTHER _t A AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT 1,000,000 (Ea accident) X ANY AUTO CAP F416593 00 00 10/17/2025 10/17/2026 BODILY INJURY(Per person) $ OWNED SCHEDULED AUTOSREp ONLY _ AUTOS BODILYOR INJURY(Per accident) $ AUTOS ONLY ,_ MAW (PernwdenIDAMAGE UMBRELLA LIAR OCCUR EACH OCCURRENCE $ EXCESS LIAB CLAIMS-MADE AGGREGATE S DED RETENTIONS $ WORKERS COMPENSATION PER OTH- AND EMPLOYERS'LIABILITY Y/N STATUTE ER ANY PROPRIETOR/PARTNER/EXECUTIVE E.L.EACH ACCIDENT $ (Nand Rory In NHR EXCLUDED, N/A - ——---- E.L.DISEASE-EA EMPLOYEE $ I!yes,descnke under DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $ A Professional Liab MAC F416592 00 00 10/17/2025 10/17/2026 See below A Misconduct/Abuse MAC F416592 00 00 10/17/2025 10/17/2026 For Limits DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached If more space Is required) Professional Liability I Occurrence Form 151,000,000 Per Clalml$3,000,000 Aggregate Abuse Liability l Occurrence Form I$1,000,000 Per Claiml$3,000,000 Aggregate Cyber Liability I Arch Specialty Insurance Company)Policy No.ES02404927931 Effective:8/31/25 to 8131/26 I Per occurrence/Age $4, 0,000 APPROVED AS TO Iui-i City of Huntington Beach,its officers,elected or appointed officials,employees,agents and volunteers are Additional Insured with regIt e General Liability policy,when required by written contract,per the attached endorsement form CG8947 11/14. B 1\ MICHAEL J.VIGLIO'rTA CITY ATTnIINEY CERTIFICATE HOLDER CANCELLATION (-ATV OF HUNTINGTON BEACH SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE The Cityof Huntington Beach THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN g ACCORDANCE WITH THE POLICY PROVISIONS. 2000 Main Street, Huntington Beach,CA 92648 AUTHORIZED REPRESENTATIVE ACORD 25(2016/03) ©1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD IU23/LULU " LIU 1-4-uuaW.I UU UU urear American Alliance insurance company 378559 UMX 6003(Ed. 06/19) Policy No. EXC F416594 00 00 SCHEDULE OF UNDERLYING INSURANCE Carrier Type of Coverage Limits of Insurance Policy Number Policy Effective Dates CONTROLLING COMMERCIAL $3,000,000 General Aggregate Limit UNDERLYING INSURANCE GENERAL LIABILITY $3,000,000 Products/Completed Ops Aggregate Limit Great American Assurance Occurrence $1,000,000 Personal/Adv Injury Limit Company $1,000,000 Each Occurrence Limit MAC F416592 00 00 10/01/2025 10/01/2026 CONTROLLING COMMERCIAL AUTO $1,000,000 Combined Single Limit UNDERLYING INSURANCE Great American Assurance Company CAP F416593 00 00 10/01/2025 10/01/2026 CONTROLLING PROFESSIONAL $3,000,000 Aggregate Limit UNDERLYING INSURANCE LIABILITY $1,000,000 Each Act, Error Or Omission Great American Assurance Occurrence Company MAC F416592 00 00 10/01/2025 10/01/2026 UMX 6003 (Ed.06/19) (Page 1 of 1) " -1U/LJ/LULS" tAl; 1-4'Ibb`.J UU UU Great American Alliance insurance company 378559 UMX 6003(Ed. 06/19) Policy No. EXC F416594 00 00 SCHEDULE OF UNDERLYING INSURANCE Carrier Type of Coverage Limits of Insurance Policy Number Policy Effective Dates CONTROLLING COMMERCIAL $3,000,000 General Aggregate Limit UNDERLYING INSURANCE GENERAL LIABILITY $3,000,000 Products/Completed Ops Aggregate Limit Great American Assurance Occurrence $1,000,000 Personal/Adv Injury Limit Company $1,000,000 Each Occurrence Limit MAC F416592 00 00 10/01/2025 10/01/2026 CONTROLLING COMMERCIAL AUTO $1,000,000 Combined Single Limit UNDERLYING INSURANCE Great American Assurance Company CAP F416593 00 00 10/01/2025 10/01/2026 CONTROLLING PROFESSIONAL $3,000,000 Aggregate Limit UNDERLYING INSURANCE LIABILITY $1,000,000 Each Act, Error Or Omission Great American Assurance Occurrence Company MAC F416592 00 00 10/01/2025 10/01/2026 UMX 6003 (Ed.06/19) (Page 1 of 1) Policy Number: MAC F416592 00 00 Policy Term: 10/17/2025 — 10/17/2026 CG 89 47 (Ed. 11 14) THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ALLIED HEALTH GENERAL LIABILITY BROADENING ENDORSEMENT This endorsement modifies and is subject to the insurance provided under the following form: COMMERCIAL GENERAL LIABILITY COVERAGE PART This is a summary of the various additional coverages and coverage modifications provided by this endorsement. For complete details on specific coverages, consult the actual policy wording. Coverage Limit of Insurance Page Non-Owned Aircraft Included 2 Non-Owned Watercraft Included 2 Bodily Injury - Mental Injury, Mental Anguish, Humiliation or Shock Included 3 Medical Payments $20,000 3 Damage to Premises Rented to You $1,000,000 3 Supplementary Payments - Bail Bonds $3,000 4 Supplementary Payments - Loss of Earnings $1,000 per day 4 Newly Formed or Acquired Organizations Included 4 Unintentional Failure to Disclose Hazards Included 5 Knowledge of Occurrence, Claim or Suit Included 5 Property Damage Liability - Elevators Included 5 Property Damage Liability - Borrowed Equipment Included 5 Liberalization Clause Included 6 Amendment of Pollution Exclusion (Premises) Included 6 Limited Property Damage to Property of Others $5,000 6 Additional Insured - Manager or Lessor of Premises Included 7 CG 89 47 (Ed. 11/14) (Paae 1 of 12) Additional Insured - Funding Sources Included 8 Additional Insured - By Contract Included 8 Primary and Non-Contributory Additional Insured Extension Included 10 Additional Insureds - Protection of Your Limits Included 11 Blanket Waiver of Transfer of Rights of Recovery Against Others to Us (Subrogation) Included 11 Property Damage Extension With Voluntary Payments $1,000/$5,000 11 Who Is an Insured - Fellow Employee Extension - Management Employees Included 12 Broadened Personal and Advertising Injury Included 12 A. Non-Owned Aircraft Under paragraph 2. Exclusions of SECTION I - COVERAGE A - Bodily Injury and Property Damage Liability, exclusion g. Aircraft, Auto or Watercraft does not apply to an aircraft provided: 1. it is not owned by any insured; 2. it is hired, chartered or loaned with a trained paid crew; 3. the pilot in command holds a currently effective certificate, issued by the duly constituted authority of the United States of America or Canada, designating him or her a commercial or airline pilot; and 4. it is not being used to carry persons or property for a charge. However, the insurance afforded by this provision does not apply if there is available to the Insured other valid and collectible insurance, whether primary, excess (other than insurance written to apply specifically in excess of this Policy), contingent or on any other basis, that would also apply to the loss covered under this provision. B. Non-Owned Watercraft Under paragraph 2. Exclusions of SECTION I - COVERAGE A - Bodily Injury and Property Damage Liability, subparagraph (2) of exclusion g. Aircraft, Auto or Watercraft is replaced by the following: This exclusion does not apply to: (2) A watercraft you do not own that is: (a) less than 60 feet long; and (b) not being used to carry persons or property for a charge. CG 89 47 (Ed. 11/14) (Pace 2 of 12) C. Bodily Injury - Mental Injury, Mental Anguish, Humiliation or Shock Under SECTION V - DEFINITIONS, Definition 3. is replaced by the following: 3. "Bodily Injury" means physical injury, sickness, or disease, including death of a person. "Bodily Injury" also means mental injury, mental anguish, humiliation, or shock if directly resulting from physical injury, sickness, or disease to that person. D. Medical Payments If Coverage C - Medical Payments is not otherwise excluded, the Medical Payments provided by this Policy are amended as follows: The Medical Expense Limit in paragraph 7. of SECTION III - LIMITS OF INSURANCE is replaced by the following Medical expense Limit: The Medical Expense Limit provided by this Policy shall be the greater of: a. $20,000; or b. the amount shown in the Declarations for Medical Expense Limit. This provision 7. is subject to all the terms of SECTION III - LIMITS OF INSURANCE. E. Damage to Premises Rented to You If Damage to Premises Rented to You is not otherwise excluded from this Coverage Part: 1. Under paragraph 2. Exclusions of SECTION I - COVERAGE A - Bodily Injury and Property Damage Liability: 3. The last paragraph of paragraph 2. Exclusions is deleted in its entirety and replaced by the following: Exclusions c. through n. do not apply to damage by fire, lightning, explosion, smoke, leakage from an automatic fire protection system or water to premises while rented to you or temporarily occupied by you with permission of the owner. A separate Limit of Insurance applies to this coverage as described in SECTION III - LIMITS OF INSURANCE. However, this insurance does not apply to damage to premises while rented to you, or temporarily occupied by you with the permission of the owner, caused by: i. rupture, bursting, or operation of pressure relief devices; II. rupture or bursting due to expansion or swelling of the contents of any building or structure, caused by or resulting from water; iii. explosion of steam boilers, steam pipes, steam engines, or steam turbines; or Iv. flood. CG 89 47 (Ed. 1 1/141 (Pace 3 of 121 2. Paragraph 6. Under SECTION III - LIMITS OF INSURANCE is deleted in its entirety and replaced with the following: 6. Subject to paragraph 5. above, the most we will pay under Coverage A for damages because of "property damage" to any one premises, while rented to you, or in the case of damage caused by fire, lightning, explosion, smoke, leakage from automatic fire protection system or water while rented to you or temporarily occupied by you with the permission of the owner, for all such damage caused by fire, lightning, explosion, smoke, leakage from automatic fire protection systems or water proximately caused by the same event, whether such damage results from fire, lightning, explosion, smoke, leakage from automatic fire protection systems or water or any combination of the six, is the higher of $1,000,000 or the amount shown in the Declarations for the Damage to Premises Rented to You Limit. 3. Under SECTION IV - COMMERCIAL GENERAL LIABILITY CONDITIONS, Subsection 4. Other Insurance, paragraph b. Excess Insurance where the words "Fire insurance" appear they are changed to "insurance for fire, lightning, explosion, smoke, leakage from an automatic fire protection system or water" 4. As regards coverage provided by this provision I. Damage to Premises Rented to You - paragraph 9.a. of Definitions is replaced with the following: 9.a. a contract for a lease of premises. However, that portion of the contract for a lease of premises that indemnifies any person or organization for damage by fire, lightning, explosion, smoke, leakage from automatic fire protection systems or water to premises while rented to you or temporarily occupied by you with the permission of the owner is not an "insured contract"; F. Supplementary Payments 1. In the Supplementary Payments - Coverages A and B provision, paragraph 1.b. is replaced with: 4. Up to $3,000 for the cost of bail bonds required because of accidents or traffic law violations arising out of the use of any vehicle to which the Bodily Injury Liability Coverage applies. We do not have to furnish these bonds. 2. Paragraph 1.d. is replaced by the following: d. All reasonable expenses incurred by the Insured at our request to assist us in the investigation or defense of the claim or "suit," including actual loss of earnings up to $1,000 a day because of time off work. G. Newly Formed or Acquired Organizations Paragraph 3. of SECTION II - WHO IS AN INSURED is replaced by the following: 3. Any organization you newly acquire or form and over which you maintain ownership or majority interest, 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 until the expiration of the policy period in which the entity was acquired or formed by you; b. coverage A does not apply to "bodily injury" or "property damage" that occurred before you acquired or formed the organization; and CG 89 47 (Ed. 11/14) (Pace 4 of 121 c. coverage B does not apply to "personal and advertising injury" arising out of an offense committed before you acquired or formed the organization. d. records and descriptions of operations must be maintained by the first Named Insured. No person or organization is an insured with respect to the conduct of any current or past partnership, joint venture or limited liability company that is not shown as a named insured in the Declarations or qualifies as an insured under this provision. H. Unintentional Failure to Disclose Hazards Under SECTION IV - COMMERCIAL GENERAL LIABILITY CONDITIONS, the following is added to Condition 6. Representations: Failure of the Insured to disclose all hazards existing as of the inception date of this Policy shall not prejudice the insurance with respect to the coverage afforded by this Policy, provided such failure or omission is not intentional on the part of the Insured. I. Knowledge of Occurrence, Claim or Suit Under SECTION IV - COMMERCIAL GENERAL LIABILITY CONDITIONS, the following is added to Condition 2. Duties in the Event of Occurrence, Offense, Claim or Suit: Knowledge of any occurrence, claim, or suit by any agent, servant or employee of the Named Insured does not in itself constitute knowledge by the Insured unless notice of such occurrence, claim or suit shall have been received by: a. you, if you are an individual; b. a partner, if you are a partnership; c. an executive officer or insurance manager, if you are a corporation. J. Property Damage Liability - Elevators 1. Under paragraph 2. Exclusions of SECTION I - COVERAGE A - Bodily Injury and Property Damage Liability, subparagraphs (3), (4) and (6) of exclusion j. Damage to Property do not apply if such "property damage" results from the use of elevators. 2. The following is added to SECTION IV - COMMERCIAL GENERAL LIABILITY CONDITIONS, Condition 4. Other Insurance , paragraph b. Excess Insurance: The insurance afforded by this provision of this endorsement is excess over any property insurance, whether primary, excess, contingent or on any other basis. K. Property Damage Liability - Borrowed Equipment 1. Under paragraph 2. Exclusions of SECTION I - COVERAGE A - BODILY INJURY AND PROPERTY DAMAGE LIABILITY, subparagraph (4) of exclusion j. Damage to Property does not apply to "property damage" to borrowed equipment while not being used to perform operations at a job site. 2. The following is added to SECTION IV - COMMERCIAL GENERAL LIABILITY CONDITIONS, Condition 4. Other Insurance , paragraph b. Excess Insurance: The insurance afforded by this provision of this endorsement is excess over any property insurance, whether primary, excess, contingent or on any other basis. CG 89 47 (Ed. 11/141 (Pace 5 of 121 L. Liberalization Clause If we revise this Allied Health General Liability Broadening Endorsement to provide more coverage without additional premium charge, your policy will automatically provide the coverage as of the date the revision is effective in your state. M. Amendment of Pollution Exclusion (Premises) 1. The following is added to paragraph (1)(a) of Exclusion f. of SECTION I - COVERAGE A - Bodily Injury and Property Damage Liability: (iv) "Bodily injury" or "property damage" arising out of the actual discharge, dispersal, seepage, migration, release or escape of "pollutants." As used in this endorsement, the actual discharge, dispersal, seepage, migration, release or escape of pollutants must: (aa) commence on a clearly identifiable day during the policy period; and (bb) end, in its entirety, within seventy-two (72) hours of the commencement of the discharge, dispersal, seepage, migration, release or escape of "pollutants"; and (cc) be discovered and reported to us within fifteen (15) days of the clearly identifiable day that the discharge, dispersal, seepage, migration, release or escape of "pollutants" commences; and (dd) be neither expected nor intended from the standpoint of any insured; and (ee) be unrelated to any previous discharge, dispersal, seepage, migration, release or escape; and (ff) not originate at or from a storage tank or other container, duct or piping which: a. is below the surface of the ground or water; or b. at any time has been buried under the surface of the ground or water and then is subsequently exposed. 2. For the purposes of this coverage, the following is added to the definition of "property damage" of SECTION V - DEFINITIONS and applies only as respects this coverage: Land or water, whether below ground level or not, is not tangible property. 3. Coverage provided hereunder does not apply to any discharge, dispersal, seepage, migration, release or escape that is merely threatened or alleged rather than shown to have actually occurred. N. Limited Property Damage to Property of Others The following is added under SECTION I - SUPPLEMENTARY PAYMENTS - COVERAGES A and B: 4. We will pay up to $5,000 for loss to personal property of others while in the temporary care, custody or control of an insured caused by any person participating in your organized activities. For the purpose of this supplementary payment, loss shall mean damage or destruction but does not include mysterious disappearance or loss of use. In the event of a theft, a police report must be filed. This supplementary payment does not apply if: CG 89 47 (Ed. 11/14) (Pane 6 of 12'i • a. coverage is otherwise provided by the Property Coverage part (if any) of this Policy; or b. the loss is covered by any other insurance you have or by any insurance of such person who causes such loss. These payments will not reduce the Limits of Insurance. O. Additional Insured - Manager or Lessor of Premises 1. SECTION II - WHO IS AN INSURED is amended to include as an additional insured any person or organization from whom you lease or rent property and which requires you to add such person or organization as an additional insured on this Policy under: (a) a written contract; or (b) an oral agreement or contract where a Certificate of Insurance showing that person or organization as an additional insured has been issued; but the written or oral contract or agreement must be an "insured contract," and, (i) currently in effect or become effective during the term of this Policy; and (ii) entered into prior to the "bodily injury," "property damage," "personal and advertising injury." 2. With respect to the insurance afforded to the Additional Insured identified in paragraph 1. above, the following additional provisions apply: (a) This insurance applies only with respect to the liability arising out of the ownership, maintenance or use of that part of the premises leased to you. (b) The Limits of Insurance applicable to the Additional Insured are the lesser of those specified in the written contract or agreement or in the Declarations for this Policy and subject to all the terms, conditions and exclusions for this Policy. The Limits of Insurance applicable to the Additional Insured are inclusive of and not in addition to the Limits of Insurance shown in the Declarations. (c) In no event shall the coverages or Limits of Insurance in this Coverage Form be increased by such contract. (d) Coverage provided herein is excess over any other valid and collectible insurance available to the Additional Insured whether the other insurance is primary, excess, contingent or on any other basis unless a written contractual arrangement specifically requires this insurance to be primary. (e) This insurance applies only to the extent permitted by law. 3. This insurance does not apply to: (a) Any "occurrence" or offense which takes place after you cease to be a tenant in that premises. (b) Structural alterations, new construction or demolition operations performed by or on behalf of the Additional Insured. CG 89 47 (Ed. 11/14) (Paae 7 of 121 P. Additional Insured - Funding Sources 1. SECTION II - WHO IS AN INSURED is amended to include as an additional insured any Funding Source which requires you in a written contract to name the Funding Source as an additional insured but only with respect to liabi►ity arising out of: a. your premises; or b. "your work" for such additional insured; or c. acts or omissions of such additional insured in connection with the general supervision of "your work" and only to the extent set forth as follows: a. The Limits of Insurance applicable to the Additional Insured are the lesser of those specified in the written contract or agreement or in the Declarations for this Policy and subject to all the terms, conditions and exclusions for this Policy. The Limits of Insurance applicable to the Additional Insured are inclusive of and not in addition to the Limits of Insurance shown in the Declarations. b. The insurance afforded to the Additional Insured only applies to the extent permitted by law c. If coverage provided to the Additional Insured is required by a contract or agreement, the insurance afforded to such additional insured will not be broader than that which you are required by the contract or agreement to provide for such additional insured. d. In no event shall the coverages or Limits of Insurance in this Coverage Form be increased by such contract. Q. Additional Insureds - By Contract 1. SECTION II - WHO IS AN INSURED is amended to include as an insured any person or organization whom you have agreed to add as an additional insured in a written contract, written agreement or permit. Such person or organization is an additional insured but only with respect to liability for "bodily injury," "property damage" or "personal and advertising injury" arising out of: a. 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 that are subject of the written contract or written agreement provided that the "bodily injury" or "property damage" occurs, or the "personal and advertising injury" is committed, subsequent to the signing of such written contract or written agreement; or b. the maintenance, operation or use by you of equipment rented or leased to you by such person or organization; or c. the Additional Insureds financial control of you; or d. operations performed by you or on your behalf for which the state or political subdivision has issued a permit CG 89 47 (Ed. 11/141 (Pace 8 of 12) However: 1. the insurance afforded to such additional insured only applies to the extent permitted by law; and 2. if coverage provided to the Additional Insured is required by contract or agreement, the insurance afforded to such additional insured will not be broader than that which you are required by the contract or agreement to provide such additional insured. With respect to paragraph 1.a. above, a person's or organization's status as an additional insured under this endorsement ends when: (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 for or on behalf of the Additional Insured(s) at the location of the covered operations has been completed; or (2) that portion of "you 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. With respect to paragraph 1.b. above, this insurance does not apply to any "occurrence" which takes place after the equipment rental or lease agreement has expired or you have returned such equipment to the lessor. The insurance provided by this endorsement applies only if the written contract or written agreement is signed prior to the "bodily injury" or "property damage." We have no duty to defend an additional insured under this endorsement until we receive written notice from the Additional Insured of a "suit" as required in paragraph b. of Condition 2. Duties in the Event of Occurrence, Offense, Claim or Suit under SECTION IV - COMMERCIAL GENERAL LIABILITY CONDITION. 2. With respect to the insurance provided by this endorsement, the following are added to paragraph 2. Exclusions under SECTION I - COVERAGE A - Bodily Injury and Property Damage Liability: This insurance does not apply to: a. "Bodily injury" or "property damage" that occurs prior to your commencing operations at the location where such "bodily injury" or "property damage" occurs. b. "Bodily injury," "property damage" or "personal and advertising injury" arising out of the rendering of, or failure to render, any professional architectural, engineering or surveying services, including: (1) the preparing, approving, or failing to prepare or approve, maps, shop drawings, opinions, reports, surveys, field orders, change orders or drawings and specifications; or (2) supervisory, inspection, architectural or engineering activities. This exclusion applies even if the claims against any insured allege negligence or other wrongdoing in the supervision, hiring, employment, training or monitoring of others by that CG 89 47 (Ed. 11/141 (Paae 9 of 12) Insured, if the "occurrence" which caused the "bodily injury" or "property damage," or the offense which caused the "personal or advertising injury," involved the rendering of, or failure to render, any professional architectural, engineering or surveying services. c. "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 for or on behalf of the Additional Insured(s) at the location of the covered operations has been completed; or (2) that portion of "you 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. d. Any person or organization specifically designated as an additional insured for ongoing operations by a separate additional insured endorsement issued by us and made part of this Policy. 3. With respect to the insurance afforded to these additional insureds, the following is added to SECTION III - LIMITS OF INSURANCE: If coverage provided to the Additional Insured is required by a contract or agreement, the most we will pay on behalf of the Additional Insured is the amount of insurance: a. required by the contract or agreement; or b. 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. R. Primary and Non-Contributory Additional Insured Extension This provision applies to any person or organization who qualifies as an additional insured under any form or endorsement under this Policy. Condition 4. Other Insurance of SECTION IV - COMMERCIAL GENERAL LIABILITY CONDITIONS is amended as follows: a. The following is added to paragraph a. Primary Insurance: This insurance is primary to and will not seek contribution from any other insurance available to an additional insured under your policy provided that: (1) the Additional Insured is a named insured under such other insurance; and (2) you have agreed in writing in a contract or agreement that this insurance would be primary and would not seek contribution from any other insurance available to the Additional Insured. b. The following is added to paragraph b. Excess Insurance: When a written contract or written agreement, other than a premises lease, facilities rental contract or agreement, an equipment rental or lease contract or agreement or permit issued by CG 89 47 (Ed. 1 1/141 (Pace 10 of 121 a state or political subdivision between you and an additional insured does not require this insurance to be primary or primary and non-contributor, this insurance is excess over any other insurance for which the Additional Insured is designated as a named insured. Regardless of the written agreement between you and an additional insured, this insurance is excess over any other insurance whether primary, excess, contingent or on any other basis for which the Additional Insured has been added as an additional insured on other policies. S. Additional Insureds - Protection of Your Limits This provision applies to any person or organization who qualifies as an additional insured under any form or endorsement under this Policy. 1. The following is added to Condition 2. Duties in the Event of Occurrence, Offense, Claim or Suit: An additional insured under this endorsement will as soon as practicable: a. give written notice of an "occurrence" or an offense that may result in a claim or "suit" under this insurance to us; b. tender the defense and indemnity of any claim or "suit" to all insurers whom also have insurance available to the Additional Insured; and c. agree to make available any other insurance which the Additional Insured has for a loss we cover under this Coverage Part. d. we have no duty to defend or indemnify an additional insured under this endorsement until we receive written notice of a "suit" by the Additional Insured. 2. The Limits of Insurance applicable to the Additional Insured are those specified in a written contract or written agreement or the Limits of Insurance stated in the Declarations of this Policy and defined in SECTION III - LIMITS OF INSURANCE of this Policy, whichever are less. These limits are inclusive of and not in addition to the Limits of Insurance available under this Policy. T. Blanket Waiver of Transfer of Rights of Recovery Against Others to Us (Subrogation) Under SECTION IV - COMMERCIAL GENERAL LIABILITY CONDITIONS, the following is added to Condition 8. Transfer of Rights of Recovery Against Others to Us: If required by a written contract or written agreement, we waive any right of recovery we may have against a person or organization because of payment we make for injury or damage arising out of your ongoing operations or "your work" done under a contract for that person or organization and included in the "products-completed operations hazard" provided that the injury or damage occurs subsequent to the execution of the written contract or written agreement. U. Property Damage Extension with Voluntary Payments 1. The following is added to paragraph 1. Insuring Agreement of SECTION I - COVERAGE A - Bodily Injury and Property Damage Liability: At your request we will pay for loss to property of others caused by your business operations for which this Policy provides liability insurance. Such payment will be made without regard to your legal obligation to do so. The "loss" must occur during the policy period and must take place in the "coverage territory." CG 89 47 (Ed. 1 1/141 (Pace 11 of 12) 2. With respect to the coverage afforded under paragraph 1. above, paragraph 2. Exclusions of SECTION I - COVERAGES A - Bodily Injury and Property Damage Liability is amended as follows: Exclusions j.(3),j.(4), j.(5) and j.(6) are deleted. 3. As respects coverage afforded by this coverage, SECTION III - LIMITS OF INSURANCE is replaced by the following: Regardless of the number of insureds, claims made or "suits" brought or persons or organizations making claims or bring "suits": 1. Subject to 2. Below, the most we will pay for one or more "loss" arising out of any one "occurrence" is $1,000. 2. The aggregate amount we will pay for the sum of all "loss" in an annual period is $5,000. This aggregate amount is part of and not in addition to the General Aggregate Limit described in paragraph 2. of SECTION III - LIMITS OF INSURANCE. V. Who Is an Insured - Fellow Employee Extention - Management Employees 1. The following is added to paragraph 2.a.(1) of SECTION II - WHO IS AN INSURED: Paragraph (a) and (b) above do not apply to "bodily injury" or "personal and advertising injury" caused by an "employee" who is acting in a supervisory capacity for you. Supervisory capacity as used herein means the "employee's" job responsibilities assigned by you, including the direct supervision of other "employee" of yours. However, none of these "employees" are insureds for "bodily injury" or "personal and advertising injury" arising out of their willful conduct, which is defined as the purposeful or willful intent to cause "bodily injury" or "personal and advertising injury," caused in whole or in part by their intoxication by liquor or controlled substances. This coverage is excess over any other valid and collectable insurance available to your "employee." W. Broadened Personal and Advertising Injury 1. Unless "Personal and Advertising Injury" is excluded from this Policy, the following is added to SECTION V - DEFINITIONS Item 14.: h. mental injury, mental anguish, humiliation, or shock, if directly resulting from Items 14.a. through 14.e. CG 89 47 (Ed. 11/141 (Pace 12 of 121 #0 ..--:°R'i4%ii-.., A CITY OF HUNTINGTON BEACH ` ti. i` U t y S`1 Finance Department =Z-011\'1 CY;,�1 NOTICE OF INTENT TO AWARD Date: March 2, 2026 Project: 2026-0120 Psychological Counseling Services Selected Proposer: Single The evaluation panel assigned to the City of Huntington Beach RFP No. 2026-0120 Psychological Counseling Services recently convened to evaluate the proposals submitted to the City.The City evaluated the 6 proposals received using a Qualifications-Based Selection (QBS) process incorporating a multitude of factors aside from, but including, pricing.The criteria utilized to evaluate the proposals are as follows: • Compliance with the RFP requirements • Understanding of project and methodology • Recent experience in conducting similar scope, complexity, and magnitude for other public agencies • Qualifications and experience • Proposed cost, price, fees • References They have made the conclusion to award this RFP based on this evaluation.The following table illustrates the final distribution of all proposers after this comprehensive evaluation process. Upon award, copies of all proposals related to this RFP may be requested for review through the City's online portal here. Selected Non-Selected • Bellator Psychological and Consultants Corporation • Insightful Matters Family Counseling Professionals, Inc. Nancy K Bohl Inc • Robert D. Preijers, PsyD Clinical and Forensic Psychology, Professional Corp • TrueCare24, Inc. • Ubuntu Psychological Services The City would like to thank all proposers for the time and resources contributed toward this RFP process. If you were selected a City representative will be reaching out to you for next steps of contract execution. Congratulations and we look forward to working with your firm for these scope of services. With regards, Alyssa Salazar Buyer Alyssa.Salazar@surfcity-hb.org •[1/1]* 0*+04. CITY OF HUNTINGTON BEACH ( 0111 - • BUSINESS LICENSE �' P.O.Box 190 Huntington Beach,CA 92648-2702 (714)536-5267 Robert Torrez Interim Chief Financial Officer HNY0209A "'" 4000000069 65/1 Ihh1llnllillniIII.Il1'IIII'11dllllnu6ul1"IIII'I-1-11- II immmo . THE COUNSELING TEAM INTERNATIONAL 1881 BUSINESS CENTER DR STE 11 SAN BERNARDINO CA 92408-3438 Dear Business Owner: Thank you for your payment. Attached is your City of Huntington Beach Business License certificate. Please note that approximately one month prior to the license expiration date,you will be mailed a renewal notice for the upcoming year. If for any reason your renewal notice does not arrive,you are still responsible for renewing and paying your business license prior to the expiration date. Penalties will be incurred if the payment is not received by the expiration date. Please post the business license in public view. If you do not transact business from a fixed location within the City,you must carry this license with you at all times. If a vehicle license plate number is displayed on the Business License certificate below,you must carry a copy of the certificate in that vehicle. Please contact the Business License office if there are any changes to:ownership, address, business name,business vehicle,or type of business conducted.Additionally, please notify our office if you discontinue your business. The Gender Tax Repeal Act of 1995(Act)prohibits a business from discriminating based on a person's gender for prices of similar or like-kind goods and services.However,the Act does not prohibit price differences based on the amount of time,difficulty,or cost of providing the services.In addition to prohibiting discrimination based on a person's gender,the Act requires certain businesses to clearly and conspicuously disclose to customers in writing the pricing for each standard service provided.The posting requirement applies to barbers and hair salons,tailors or businesses providing aftermarket clothing alterations,dry cleaners,and laundries providing services to individuals.To access the Department of Consumer Affairs publication,please use the following webpage: https://www.barbercosmo.ca.gov/consumers/gender_policy.pdf. To access the publication in Korean,Spanish,Vietnamese, Traditional Chinese,Simplified Chinese,or Tagalog,please use the following webpage: https://www.dca.ca.gov/publications/index.shtml There are many resources available to our business owners. Listed below are a few that might be of interest and assistance to you. Office of Business Development-(714)536-5582 Service Corps of Retired Executives-(714)550-7369 Huntington Beach Chamber of Commerce-(714)536-8888 Fictitious Business Name Information-(714)834-2889 CA Department of Tax and Fee Administration-(949)440-3473 Community Development-(714)536-5271 If you have any questions, please call a Business License representative at(714) 536-5267. City of Huntington Beach Business License License Number Business Name/Service Address POST IN PUBLIC VIEW A323893 THE COUNSELING TEAM INTERNATIONAL n' Effective Date o____ INGTpy 2/1/2026 Owner/Corporation ,> Expiration Date NANCY K BOHL INCORPORATED 1/31/2027 License Type •-. �_ r�� Amount Paid PROFESSIONAL SERVICES sCOUNTY CTF•\i $138.36 THIS LICENSE IS ONLY FOR THE BUSINESS AND TYPE SHOWN. IT IS FOR THE PERSON TO WHOM ISSUED AND IS NON-TRANSFERABLE. RENEWAL IS DUE ON OR BEFORE THE EXPIRATION DATE. Switzer, Donna From: Salazar, Alyssa Sent: Thursday, February 26, 2026 3:45 PM To: Miller, Kristin; Morrissey, Dane; Teasdale, Steven Cc: Justen, Kevin; Saraye, Shari Subject: Bid Results - 2026-0120 Psychological Counseling Services Good afternoon, Thank you evaluating team for taking the time to review and evaluate the 6 vendor submissions we received. After combing the individual scores, Nancy K Bohl came in 1 s`with the highest ranking score. Please let me know if you have any concerns with these results, if not I will prepare the intent to award letters and send them out Monday. Vendors Evaluator 1 (KM) - Evaluator 2 (DM) - Evaluator 3 (ST) - weighted score weighted score weighted score Nancy K Bohl Inc 460 455 475 Bellator Psychological and Consultants 320 440 475 Corp. Robert D. Preijers, PsyD Clinical and 400 355 290 Forensic Psychology, Professional Corp Insightful Matters Family Counseling 335 350 310 Professionals, Inc. Ubuntu Psychological Services 305 310 285 TrueCare24, Inc. 175 270 190 Thank you, .. Alyssa Salazar Buyer ` Purchasing/Finance Department Once:(714)960-8878 """' Alyssa.salazarasurfcity-hb.orq H3 © oo CITY OF HUNTINGTON BEACH 2000 Main Street,Huntington Beach,CA 92648 1 0N11NGTo e9'• CITY OF HUNTINGTON BEACH f v = Finance Department • coUNTV ��`�o��. NOTICE OF INTENT TO AWARD Date: March 2, 2026 Project: 2026-0120 Psychological Counseling Services Selected Proposer: Single The evaluation panel assigned to the City of Huntington Beach RFP No. 2026-0120 Psychological Counseling Services recently convened to evaluate the proposals submitted to the City.The City evaluated the 6 proposals received using a Qualifications-Based Selection (QBS) process incorporating a multitude of factors aside from, but including, pricing.The criteria utilized to evaluate the proposals are as follows: • Compliance with the RFP requirements • Understanding of project and methodology • Recent experience in conducting similar scope, complexity, and magnitude for other public agencies • Qualifications and experience • Proposed cost, price,fees • References They have made the conclusion to award this RFP based on this evaluation.The following table illustrates the final distribution of all proposers after this comprehensive evaluation process. Upon award, copies of all proposals related to this RFP may be requested for review through the City's online portal here. Selected Non-Selected • Bellator Psychological and Consultants Corporation • Insightful Matters Family Counseling Professionals, Inc. Nancy K Bohl Inc • Robert D. Preijers, PsyD Clinical and Forensic Psychology, Professional Corp • TrueCare24, Inc. • Ubuntu Psychological Services The City would like to thank all proposers for the time and resources contributed toward this RFP process. If you were selected a City representative will be reaching out to you for next steps of contract execution. Congratulations and we look forward to working with your firm for these scope of services. With regards, Alyssa Salazar Buyer Alyssa.Salazar@surfcity-hb.org