2024-11-12; City Council; 02; Master Agreements with Consulting Firms to Provide Professional Services — Carlsbad City Council, November 12, 2024 (part 2 of 7)

Nov . 12, 2024 Item #2 Page 114 of 680

ATTACHMENT G
PSA25-3528CA

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EXHIBIT A

SCOPE OF SERVICES AND FEES

Perform a variety of general civil engineering tasks as outlined in individual Project Task Descriptions and Fee Allotments (PTD&FA), related to the following:

A. Roadway Design.

B. Parkway Design.

C. Site Design.

D. Roundabout Design.

E. Visual Simulations.

F. Intelligent Transportation Systems.

G. ADA Design / Inspection.

H. Stormwater Engineering (Civil Design).

Requests for work not listed above must be contracted under separate agreement.

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SCHEDULE OF HOURLY BILLING RATES
Effective March 1, 2024

Office Engineering Rate
Administration $ 90.00
Engineering Aide 105.00
Engineering Technician 135.00
Designer 155.00
Design Engineer 180.00
Project Engineer 225.00
Project Manager 275.00
Principal Engineer/Surveyor 310.00

Field Engineering
Survey Aide $ 105.00
Assistant Survey Analyst 145.00
Survey Analyst 175.00
Survey Project Manager 275.00
2 – Person Survey Crew 285.00
1 – Person Survey Crew 185.00
2 – Person Survey Crew (Prevailing Wage) 395.00
1 – Person Survey Crew (Prevailing Wage) 290.00

o Printing, maps and records, delivery by outside messenger services, professional consultants, reproduction, subsistence and other direct expenses will be billed at cost plus 10%. Local Delivery $50.00.
o Mileage will be billed at current government rate, plus 10% o Hourly rate charges are subject to adjustment.

City of Carlsbad, June, 2024

95.00 90.00

95.00 135.00
175.00
235.00
135.00
155.00
180.00
210.00
235.00
295.00
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MASTER AGREEMENT FOR

CIVIL ENGINEERING (GENERAL) SERVICES
NVS, INC.

ATTACHMENT H
PSA25-352SCA
t--. \ ! ~IS AGREEMENT is made and entered into as of the \± day of ___ \ "-I.N~~---~ 2024, by and between the City of Carlsbad, California, a municipal corporation, hereinafter referred to as "City", and NVS, Inc., a California corporation, hereinafter referred to as "Contractor."

RECITALS
A. City requires the professional services of a consulting firm with expertise in general civil engineering services.

B. The professional services are required on a non-exclusive, project -by-project basis.

C. Contractor possesses the necessary experience in providing professional services and expertise in general civil engineering.

D. Contractor has submitted a proposal to City under Request for Qualifications (RFQ) No. 24-3430CA and has affirmed its willingness and ability to perform such work.

NOW, THEREFORE, in consideration of these recitals and the mutual covenants contained herein, City and Contractor agree as follows:

1. SCOPE OF WORK
City retains Contractor to perform, and Contractor agrees to render, those services (the "Services") that are defined in attached Exhibit "A", which is incorporated by this reference in accordance with this Agreement's terms and conditions.

Contractor's obligations with respect to any project granted to Contractor under this Agreement will be as specified in the Task Description for the project (see paragraph 5 below).

2. STANDARD OF PERFORMANCE
While performing the Services, Contractor will exercise the reasonable professional care and skill customarily exercised by reputable members of Contractor's profession practicing in the Metropolitan Southern California area and will use reasonable diligence and best judgment while exercising its professional skill and expertise.

3. TERM
The term of this Agreement will be effective for a period of three (3) years from December 1, 2024, through November 30, 2027. The City Manager may amend the Agreement to ext end it for two (I) additional one (]J year(s) periods or parts thereof. Extensions will be based upon a satisfactory review of Contractor' s performance, City needs, and appropriation of funds by the City Council. The part ies will prepare a writ ten amendment indicating the effective date and length of the extended Agreement.

4. PROGRESS AND COMPLETION
The work for any project granted to Contractor pursuant to this Agreement will begin within ten (10) days after receipt of notification to proceed by City and be completed within the time specified in the Task

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Description for the project (see paragraph 5 below). Extensions of time for a specific Task Description may be granted if requested by Contractor and agreed to in writing by the City Manager or the Division Director as authorized by the City Manager (“Director”). The City Manager or Director will give allowance for documented and substantiated unforeseeable and unavoidable delays not caused by a lack of foresight on the part of Contractor, or delays caused by City inaction or other agencies' lack of timely action. In no event shall a specific Task Description exceed the term of this Agreement.

5. COMPENSATION
The cumulative total for all projects allowed pursuant to this Agreement will not exceed five hundred thousand dollars ($500,000). Fees will be paid on a project -by-project basis and will be based on Contractor’s Schedule of Rates specified in Exhibit “A”. Prior to initiation of any project work by Contractor, City shall prepare a Project Task Description and Fee Allotment (the "Task Description") which, upon signature by Contractor and for City, the City Manager or Director, will be considered a part of this Agreement. The Task Description will include a detailed scope of services for the particular project being considered and a statement of Contractor's fee to complete the project in accordance with the specified scope of services. The Task Description will also include a description of the method of payment and will be based upon an hourly rate, percentage of project complete, completion of specific project tasks or a combination thereof.

If
the City or CMWD elect to extend the term of the Master Services Agreement, adjustments to the rate schedule may be permitted. Upon receipt of a written request from the Contractor, the City or CMWD may consider approving a rate schedule increase. Rate schedule increases will be considered for each anniversary of the A greement effective date after the initial three-year term . An increase to the rate schedule will be calculated based on the proceeding 12-month percentage change in the Consumer Price Index, San Diego Area, for All Urban Customers (CPI -U) , as reported by the Bureau of Labor Statistics or

5.0%, whichever is lower. If the CPI -U is a negative number, then the rate schedule will not be adjusted for that year. The Contractor must submit a request and justification to increase the rate schedule at least sixty days prior to the anniversary of the effective date , assuming the City or CMWD opt to extend the Master Services Agreement. The justification accompanying the written request should detail the rationale for the requested adjustment, and the requested adjustment amount, supported by relevant documentation (e.g., CPI-U or 5.0%, whichever is less). Approval of rate schedule increase by the City or CMWD must be documented in an amendment to the Agreement.

6. PREVAILING WAGE RATES
Any construction, alteration, demolition, repair, and maintenance work, including work performed during design and preconstruction such as inspection and land surveying work, cumulatively exceeding $1,000 and performed under this Agreement are subject to s tate prevailing wage laws. The general prevailing rate of wages, for each craft or type of worker needed to execute the contract, shall be those as determined by the Director of Industrial Relations pursuant to the Section 1770, 1773 and 1773.1 of the California Labor Code. Pursuant to Section 1773.2 of the California Labor code, a current copy of applicable wage rates is on file in the office of the City Engineer. Contractor shall not pay less than the said specified prevailing rates of wages to all such workers employed by him or her in the execution of the Agreement.

Contractor and any subcontractors shall comply with Section 1776 of the California Labor Code, which generally requires keeping accurate payroll records, verifying and certifying payroll reco rds, and making them available for inspection. Contractor shall require any subcontractors to comply with Section 1776.

7. CONSTRUCTION MANAGEMENT SOFTWARE
Procore Project Management and Collaboration System. This project may utilize the Owner’s Procore (www.procore.com) online project management and document control platform. The intent of utilizing Procore is to reduce cost and schedule risk, improve quality and safety, and maintain a healthy team Docusign Envelope ID: A2A9AD5C-69EF-4A11-9809-E106176F370B Nov. 12, 2024
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dynamic by improving information flow, reducing non- productive activities, reducing rework and decreasing turnaround times. The Contractor is required to create a free web- based Procore user account(s) and utilize web -based training / tutorials (as needed) to become familiar with the system.

Unless the Engineer approves otherwise, the Contractor shall process all project docum ents through Procore because this platform will be used to submit, track, distribute and collaborate on project. If unfamiliar or not otherwise trained with Procore, Contractor and applicable team members shall complete a free training certification course located at http://learn.procore.com/procore-certification- subcontractor. The Contractor is responsible for attaining their own Procore support, as needed, either through the online training or reaching out to the Procore support team. It will be the responsibility of the Contractor to regularly check Procore and review updated documents as they are added. There will be no cost to the Contractor for use of Procore.

It
is recommended that the Contractor provide mobile access for Windows, iOS located at https://apps.apple.com/us/app/procore-construction-management/id374930542 or Android devices located at https://play.google.com/store/apps/details?id=com.procore.activities with the Procore App installed to at least one on-site individual to provide real-time access to current posted drawings, specifications, RFIs, submittals, schedules, change orders, project documents, as well as any deficient observations or punch list it ems. Providing mobile access will improve communication, efficiency, and productivity for all parties. The use of Procore for project management does not relieve the contractor of any other requirements as may be specified in the contract documents.

8. STATUS OF CONTRACTOR
Contractor will perform the Services in Contractor's own way as an independent contractor and in pursuit of Contractor's independent calling, and not as an employee of City. Contractor will be under control of City only as to the result to be accomplished, but will consult with City as necessary. The persons used by Contractor to provide services under this Agreement will not be considered employees of City for any purposes.

The p
ayment made to Contractor pursuant to the Agreement will be the full and complete compensation to which Contractor is entitled. City will not make any federal or state tax withholdings on behalf of Contractor or its agents, employees or subcontractors. City will not be required to pay any workers' compensation insurance or unemployment contributions on behalf of Contractor or its employees or subcontractors. Contra ctor agrees to indemnify City within thirty (30) days for any tax, retirement contribution, social security, overtime payment, unemployment payment or workers' compensation payment which City may be required to make on behalf of Contractor or any agent, employee, or subcontractor of Contractor for work done under this Agreement. At the City’s election, City may deduct the indemnification amount from any balance owing to Contractor.

9. CONTRACTOR EVALUATIONS
Work performed under this Master Services Agreement may be subject to the City’s contractor evaluation program. Prior to the release of any task orders, the Contractor will be notified of the program requirements and will receive a copy of the evaluation criteria and process. The Contractor’s performance may be evaluated and the results will be considered for future task orders or agreements.

10. SUBCONTRACTING
Contractor will not subcontract any portion of the Services without prior written approval of City. If Contractor subcontracts any of the Services, Contractor will be fully responsible to City for the acts and omissions of Contractor's subcontractor and of the persons either directly or indirectly employed by the subcontractor, as Contractor is for the acts and omissions of persons directly employed by Contractor.

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ATTACHMENT H
PSA25-3525CA
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Nothing contained in this Agreement will create any contractual relationship between any subcontractor of Contractor and City. Contractor will be responsible for payment of subcontractors. Contractor will bind every subcontractor and every subcontractor of a subcontractor by the terms of this Agreement applicable to Contractor's work unless specifically noted to the contrary in the subcontract and approved in writing by City.

11. OTHER CONTRACTORS
The City reserves the right to employ other Contractors in connection with the Services.

12. INDEMNIFICATION
Contractor agrees to defend (with counsel approved by the City) , indemnify, and hold harmless the City and its officers, elected and appointed officials, employees and volunteers from and against all claims, damages, losses and expenses including attorneys fees arising out of the performance of the work described herein caused by any willful misconduct or negligent act or omission of the Contractor, any subcontractor, anyone directly or indirectly employed by any of them or anyone for whose acts any of them may be liable.

If C
ontractor’s obligation to defend, indemnify, and/or hold harmless arises out of Contractor ’s performance as a “design professional” (as that term is defined under Civil Code section 2782.8), then, and only to the extent required by Civil Code Section 2782.8, which is fully incorporated herein, Contractor’s indemnification obligation shall be limited to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Contractor, and, upon Contractor obtaining a final adjudication by a court of competent jurisdiction. Contractor’s liability for such claim, including the cost to defend, shall not exceed the Contractor’s proportionate percentage of fault.

The p
arties expressly agree that any payment, attorney’s fee, costs or expense City incurs or makes to or on behalf of an injured employee under the City’s self-administered workers’ compensation is included as a loss, expense or cost for the purposes of this section, and that this section will survive the expiration or early termination of this Agreement.

13. INSURANCE
Contractor will obtain and maintain for the duration of the Agreement and any and all amendments, insurance against claims for injuries to persons or damage to property which may arise out of or in connection with performance of the services by Contractor or Contractor’s agents, representatives, employees or subcontractors. The insurance will be obtained from an insurance carrier admitted and authorized to do business in the State of California. The insurance carrier is required to have a current Best's Key Rating of not less than "A-:VII"; OR with a surplus line insurer on the State of California’s List of Approved Surplus Line Insurers (LASLI) with a rating in the latest Best’s Key Rating Guide of at least “A:X”; OR an alien non-admitted insurer listed by the National Association of Insurance Commissioners (NAIC) latest quarterly listings report.

13.1 Coverages and Limits. Contractor will maintain the types of coverages and minimum limits indicated below, unless Risk Manager or City Manager approves a lower amount. These minimum amounts of coverage will not constitute any limitations or cap on Contractor's indemnification obligations under this Agreement. City, its officers, agents and employees make no representation that the limits of the insurance specified to be carried by Contractor pursuant to this Agreement are adequate to protect Contractor. If Contractor believes th at any required insurance coverage is inadequate, Contractor will obtain such additional insurance coverage, as Contractor deems adequate, at Contractor's sole expense.

The full limits available to the named insured shall also be available and applicable to the City as an additional insured.

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ATTACHMENT H
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13.1.1 Commercial General Liability (CGL) Insurance. Insurance written on an “occurrence” basis, including personal & advertising injury, with limits no less than $2,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location or the general aggregate limit shall be twice the required occurrence limit.

13.1.2 Automobile Liability. (If the use of an automobile is involved for Contractor's work for City). $2,000,000 combined single-limit per accident for bodily injury and property damage.

13.1.3 Workers' Compensation and Employer's Liability . Workers' Compensation limits as required by the California Labor Code. Workers' Compensation will not be required if Contractor has no employees and provides, to City's satisfaction, a declaration stating this.

13.1.4 Professional Liability. Errors and omissions liability appropriate to Contractor’s profession with limits of not less than $1,000,000 per claim. Coverage must be maintained for a period of five years following the date of completion of the work.

13.2. Additional Provisions. Contractor will ensure that the policies of insurance required under this Agreement contain, or are endorsed to contain, the following provisions:

13.2 .1 The City will be named as an additional insured on Commercial General Liability which shall provide primary coverage to the City.

13.2 .2 Contractor will obtain occurrence coverage, excluding Professional Liability, which will be written as claims-made coverage.

13.2 .3 If Contractor maintains higher limits than the minimums shown above, the City requires and will be entitled to coverage for the higher limits maintained by Contractor. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage will be available to the City.”

13.2 .4 This insurance will be in force during the life of the Agreement and any extensions of it and will not be canceled without thirty (30) days prior written notice to City sent by certified mail pursuant to the Notice provisions of this Agreement.

13.3 Providing Certificates of Insurance and Endorsements. Prior to City's execution of this Agreement, Contractor will furnish certificates of insurance and endorsements to City.

13.4 Failure to Maintain Coverage . If Contractor fails to maintain any of these insurance coverages, then City will have the option to declare Contractor in breach, or may purchase replacement insurance or pay the premiums that are due on existing policies in order to maintain the required coverages. Contractor is responsible for any payments made by City to obtain or maintain insurance and City may collect these payments from Contractor or deduct the amount paid from any sums due Contractor under this Agreement.

13.5 Submission of Insurance Policies. City reserves the right to require, at anytime, complete and certified copies of any or all required insurance policies and endorsements.

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ATTACHMENT H
PSA25-3525CA

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14. BUSINESS LICENSE
Contractor will obtain and maintain a City of Carlsbad Business License for the term of the Agreement, as may be amended from time-to-time.

15. ACCOUNTING RECORDS
Contractor will maintain complete and accurate records with respect to costs incurred under this Agreement. All records will be clearly identifiable. Contractor will allow a representative of City during normal business hours to examine, audit, and make transcripts or copies of records and any other documents created pursuant to this Agreement. Contractor will allow inspection of all work, data, doc
uments, proceedings, and activities related to the Agreement for a period of four (4) years from the date of final payment under this Agreement.

16. OWNERSHIP OF DOCUMENTS
All work product produced by Contractor or its agents, employees, and subcontractors pursuant to this Agreement is the property of City. In the event this Agreement is terminated, all work product produced by Contractor or its agents, employees and subcont ractors pursuant to this Agreement will be delivered at once to City. Contractor will have the right to make one (1) copy of the work product for Contractor’s records.

17. COPYRIGHTS
Contractor agrees that all copyrights that arise from the services will be vested in City and Contractor relinquishes all claims to the copyrights in favor of City.

18. NOTICES
The name of the persons who are authorized to give written notice or to receive written notice on behalf of City and on behalf of Contractor under this Agreement are:

For City: For Contractor:

Name Eleida Felix Yackel Name
Title Senior Contract Administrator Title
Dept Public Works Address

CITY OF CARLSBAD
Address 1635 Faraday Avenue Phone
Carlsbad, CA 92008 Email
Phone 442-339-2767
Each party will notify the other immediately of any changes of address that would require any notice or delivery to be directed to another address.

19. GENERAL COMPLIANCE WITH LAWS
Contractor will keep fully informed of federal, state and local laws and ordinances and regulations which in any manner affect those employed by Contractor, or in any way affect the performance of the Services by Contractor. Contractor will at all times ob serve and comply with these laws, ordinances, and regulations and will be responsible for the compliance of Contractor's services with all applicable laws, ordinances and regulations.

Tamara O'Neal, PE
Project Manager
15092 Avenue of Science, Suite 200
San Diego, CA 92128
858-385-0500 m: 760-445-0350
[email protected]
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ATTACHMENT H
PSA25-3525CA

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Contractor will be aware of the requirements of the Immigration Reform and Control Act of 1986 and will comply with those requirements, including, but not limited to, verifying the eligibility for employment of all agents, employees, subcontractors and consultants whose services are required by this Agreement.

20. CAL IFORNIA AIR RESOURCES BOARD (CARB) ADVANCED CLEAN FLEETS REGULATIONS Contractor’s vehicles with a gross vehicle weight rating greater than 8,500 lbs. and light -duty package delivery vehicles operated in California may be subject to the California Air Resources Board (CARB) Advanced Clean Fleets regulations. Such vehicles may therefore be subject to requirements to reduce emissions of air pollutants. For more information, please visit the CARB Advanced Clean Fleets webpage at https://ww2.arb.ca.gov/our-work/programs/advanced-clean-fleets.

21. D ISCRIMINATION AND HARASSMENT PROHIBITED
Contractor will comply with all applicable local, state and federal laws and regulations prohibiting discrimination and harassment.

22. D ISPUTE RESOLUTION
If a dispute should arise regarding the performance of the Services the following procedure will be used to resolve any questions of fact or interpretation not otherwise settled by agreement between the parties.

Representatives of Contractor or City will reduce such questions, and their respective views, to writing. A copy of such documented dispute will be forwarded to both parties involved along with recommended methods of resolution, which would be of benefit to both parties. The representative receiving the letter will reply to the letter along with a recommended method of resolution within ten (10) business days. If the resolution thus obtained is unsatisfactory to the aggrieved party, a letter outlining the disputes will be forwarded to the City Manager. The City Manager will consider the facts and solutions recommended by each party and may then opt to direct a solution to the problem. In such cases, the action of the City Manager will be binding upon the parties involved, although nothing in this procedure will prohibit the parties from seeking remedies available to them at law.

23. T

ERMINATION
In the event of the Contractor's failure to prosecute, deliver, or perform the Services, City may terminate this Agreement for nonperformance by notifying Contractor by certified mail of the termination. If City decides to abandon or indefinitely postpone the work or services contemplated by this Agreement, City may terminate this Agreement upon written notice to Contractor. Upon notification of termination, Contractor has five (5) business days to deliver any documents owned by City and all work in progress to

City at the address contained in this Agreement. City will make a determination of fact based upon the work product delivered to City and of the percentage of work that Contractor has performed which is usable and of worth to City in having the Agreement completed. Based upon that finding City will determine the final payment of the Agreement.

City may terminate this Agreement by tendering thirty (30) days written notice to Contractor. Contractor may terminate this Agreement by tendering ______________ ( ___) days written notice to City. In the event of termination of this Agreement by either party and upon request of City, Contractor will assemble the work product and put it in order for proper filing and closing and deliver it to City. Contractor will be paid for work performed to the termination date; however, the total will not exceed the lump sum fee payable under this Agreement. City will make the final determination as to the portions of tasks completed and the compensation to be made.

24. CO

VENANTS AGAINST CONTINGENT FEES
Contractor warrants that Contractor has not employed or retained any company or person, other than a bona fide employee working for Contractor, to solicit or secure this Agreement, and that Contractor has not paid or agreed to pay any company or person, other than a bona fide employee, any fee, commission, Docusign Envelope ID: A2A9AD5C-69EF-4A11-9809-E106176F370B thirty 30
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percentage, brokerage fee, gift, or any other consideration contingent upon, or resulting from, the award or making of this Agreement. For breach or violation of this warranty, City will have the right to annul this Agreement without liability, or, in its discretion, to deduct from the Agreement price or consideration, or otherwise recover, the full amount of the fee, commission, percentage, brokerage fees, gift, or contingent fee.

25. CL

AIMS AND LAWSUITS
By signing this Agreement, Contractor agrees that any Agreement claim submitted to City must be asserted as part of the Agreement process as set forth in this Agreement and not in anticipation of litigation or in conjunction with litigation. Contractor acknowledges that if a false claim is submitted to City, it may be considered fraud and Contractor may be subject to criminal prosecution. Contractor acknowledges that California Government Code sections 12650 et seq., the False Claims Act applies to this Agreement and, provides for civil penalties where a person knowingly submits a false claim to a public entity. These provisions include false claims made with deliberate ignorance of the false information or in reckless disregard of the truth or falsity of information. If City seeks to recover penalties pursuant to the False Claims Act, it is entitled to recover its litigation costs, including attorney's fees. Contractor acknowledges that the filing of a false claim may subject Contractor to an administrative debarment proceeding as the result of which Contractor may be prevented to act as a Contractor on any public work or improvement for a period of up to five (5) years. Contractor acknowledges debarment by another jurisdiction is grounds for City to terminate this Agreement.

26. J

URISDICTIONS AND VENUE
This Agreement shall be interpreted in accordance with the laws of the State of California. Any action at law or in equity brought by either of the parties for the purpose of enforcing a right or rights provided for by this Agreement will be tried in a court of competent jurisdiction in the County of San Diego, State of California, and the parties waive all provisions of law providing for a change of venue in these proceedings to any other county.

27. S

UCCESSORS AND ASSIGNS
It is mutually understood and agreed that this Agreement will be binding upon City and Contractor and their respective successors. Neither this Agreement nor any part of it nor any monies due or to become due under it may be assigned by Contractor without the prior consent of City, which shall not be unreasonably withheld.

28. T HIRD- PARTY RIGHTS
Nothing in this Agreement should be construed to give any rights or benefits to any party other than the City and Contractor.

29. E NTIRE AGREEMENT
This Agreement, together with any other written document referred to or contemplated by it, along with the purchase order for this Agreement and its provisions, embody the entire Agreement and understanding between the parties relating to the subject matter of it. In case of conflict, the terms of the Agreement supersede the purchase order. Neither this Agreement nor any of its provisions may be amended, modified, waived or discharged except in a writing signed by both parties. This Agreement may be executed in counterparts.

30. P

UBLIC AGENCY CLAUSE
Contractor agrees that any public agency as defined by Cal. Gov. Code section 6500, if authorized by its governing body, shall have the option to participate in this contract at the same prices, terms, and conditions. If another public agency chooses to participate, the term shall be for the term of this contract, Docusign Envelope ID: A2A9AD5C-69EF-4A11-9809-E106176F370B Nov. 12, 2024
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and shall be contingent upon Contractor's acceptance. Participating public agencies shall be solely responsible for the placing of orders, arranging for delivery and/or services, and making payments to the Contractor. The City of Carlsbad and Carlsbad Municipal Water District shall not be liable, or responsible, for any obligations, including but not limited to financial responsibility, in connection with participation by another public agency.

31. A UTHORITY
The individuals executing this Agreement and the instruments referenced in it on behalf of Contractor each represent and warrant that they have the legal power, right and actual authority to bind Contractor to the terms and conditions of this Agreement.

Executed by Contractor this___________ day of _______________________, 2024.

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CONTRACTOR
NVS, Inc., a California corporation

ATTACHMENT H
PSA25-3525CA
CITY OF CARLSBAD, a municipal corporation of
By:
~ At. V>6ff!i p,e, Ua- pn.,~J,uJ-
::•State me~
(sign here) Keith Blackburn, Mayor
Jeffrey M Cooper Senior Vice President
(print name/title) ATTEST:

By: SHERRY FREISINGER, City Clerk
(sign here) By:

Deputy City Clerk
(print name/title)
Proper notarial acknowledgment of execution by Contractor must be attached. If a corporation, Agreement must be signed by one corporate officer from each of the following two groups :

Group A
Chairman,
President, or
Vice-President
Group B
Secretary,
Assistant Secretary,
CFO or Assistant Treasurer
Otherwise, the corporation must attach a resolution certified by the secretary or assistant secretary under corporate seal empowering the officer(s) signing to bind the corporation.

APPROVED AS TO FORM:

CINDIE K. McMAHON, City Attorney
BY: &i~ fu..m..r-.

Assistant City Attorney

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EXHIBIT A

SCOPE OF SERVICES AND FEES

Perform a variety of general civil engineering tasks as outlined in individual Project Task Descriptions and Fee Allotments (PTD&FA), related to the following:

A. Roadway Design.

B. Parkway Design.

C. Site Design.

D. Roundabout Design.

E. Visual Simulations.

F. Intelligent Transportation Systems.

G. ADA Design / Inspection.

H. Stormwater Engineering (Civil Design).

Requests for work not listed above must be contracted under separate agreement.

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FEE PROPOSAL
2024 CHARGE RATE SCHEDULE
Technical Services
Engineering Aide/Planning Aide __________________________________________________________ $92.00/hour Project Assistant _____________________________________________________________________ $110.00/hour Project Administrator _________________________________________________________________ $112 .00/hour CADD Technician I ____________________________________________________________________ $115.00/hour CADD Technician II ___________________________________________________________________ $142.00/hour CADD Technician III ___________________________________________________________________ $150.00/hour Sr. CADD Technician/Designer _________________________________________________________ $1 58.00/hour Design Supervisor ____________________________________________________________________ $174.00/hour GIS Technician I______________________________________________________________________ $115.00/hour GIS Technician II _____________________________________________________________________ $145.00/hour GIS Analyst __________________________________________________________________________ $163.00/hour Senior GIS Analyst ____________________________________________________________________ $193.00/hour Field Survey
1-Person Survey Crew (GPS) (Robotic) ___________________________________________________ $1 73.00/hour 1-Person Survey Crew _________________________________________________________________ $159.00/hour 2-Person Survey Crew _________________________________________________________________ $257.00/hour 3-Person Survey Crew _________________________________________________________________ $334.00/hour 1-Person Survey Crew (GPS) (Robotic)* __________________________________________________ $198.00/hour 1-Person Survey Crew*________________________________________________________________ $184.00/hour 2-Person Survey Crew*________________________________________________________________ $330.00/hour 3-Person Survey Crew*________________________________________________________________ $445.00/hour * Field rates are based on “Prevailing Wage” as determination by the Department of Industrial Relations (DIR).

Geospatial Services
Technician ___________________________________________________________________________ $88.00/hour Technical Specialist __________________________________________________________________ $114 .00/hour Technical Expert _____________________________________________________________________ $179.00/hour Pilot _______________________________________________________________________________ $1 30.00/hour Associate Team Leader _______________________________________________________________ $130.00/hour Field Manager _______________________________________________________________________ $168.00/hour Project Manager _____________________________________________________________________ $146.00/hour Account Manager ____________________________________________________________________ $270.00/hour Director ____________________________________________________________________________ $249.00/hour

Professional
Intern _______________________________________________________________________________ $78.00/hour Junior Engineer / Planner / Scientist / Surveyor ___________________________________________ $125.00/hour Assistant Engineer / Planner / Scientist / Surveyor _________________________________________ $148.00/hour Associate Engineer / Planner / Scientist / Surveyor ________________________________________ $170.00/hour Senior Engineer / Planner / Scientist / Surveyor ___________________________________________ $197.00/hour Senior Bridge Engineer ________________________________________________________________ $205.00/hour Project Manager _____________________________________________________________________ $224.00/hour Senior Project Manager _______________________________________________________________ $235.00/hour Principal Engineer ____________________________________________________________________ $268.00/hour Principal ____________________________________________________________________________ $305.00/hour

EXPENSES
Plotting and In-House Reproduction ________________________________________________________ 1.10 x Cost Subsistence ____________________________________________________________________________ 1.10 x Cost Other Expenses - Including Subconsultants & Purchased Services through Subcontracts _____________ 1.10 x Cost GIS Web Hosting ________________________________________________________________________ 1.10 x Cost Mileage - Outside Local Area ____________________________________________________ Per Accepted IRS Rate 2024-2027 Fee Schedule
City of Carlsbad | Master Services Agreement for Category 2: Civil Engineering (General) NV5 | 2 Docusign Envelope ID: A2A9AD5C-69EF-4A11-9809-E106176F370B Nov. 12, 2024
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FEE PROPOSAL
2024-2027 Fee Schedule
Project Manager 3 (Scott Lyle): $308/hour

SUBCONSULTANT
City of Carlsbad | Master Services Agreement for Category 2: Civil Engineering (General) NV5 | 3 Docusign Envelope ID: A2A9AD5C-69EF-4A11-9809-E106176F370B Nov. 12, 2024
Item #2 Page 129 of 680
Docusign Envelope ID: 1 BA66619-CC6C-4901-A70F-D3F681AACEE5

MASTER AGREEMENT FOR
CIVIL ENGINEERING {GENERAL) SERVICES
GLENN A. RICK ENGINEERING AND DEVELOPMENT CO.

ATTACHMENT I
PSA25-3531CA
THIS AGREEMENT is made and entered into as of the \~ day of t::\o.,J . , 2024, by and between the City of Carlsbad, California, a municipal corporation, hereinafter referred to as "City", and Glenn A. Rick Engineering and Development Co., a California corporation, hereinafter referred to as "Contractor."

RECITALS
A. City requires the professional services of a consulting firm with expertise in general civil engineering services.

B. The professional services are required on a non-exclusive, project -by-project basis.

C. Contractor possesses the necessary experience in providing professional services and expertise in general civil engineering.

D. Contractor has submitted a proposal to City under Request for Qualifications (RFQ) No. 24-3430CA and has affirmed its willingness and ability to perform such work.

NOW, THEREFORE, in consideration of these recitals and the mutual covenants contained herein, City and Contractor agree as follows:

1. SCOPE OF WORK
City retains Contractor to perform , and Contractor agrees to render, those services (the "Services") that are defined in attached Exhibit "A", which is incorporated by this reference in accordance with this Agreement's terms and conditions.

Contractor's obligations with respect to any project granted to Contractor under this Agreement will be as specified in the Task Description for the project (see paragraph 5 below).

3. TERM
The term of this Agreement will be effective for a period of three (3) years from December 1, 2024, through November 30, 2027. The City Manager may amend the Agreement to extend it for two (I) additional one (1) year(s) periods or parts thereof. Extensions will be based upon a satisfactory review of Contractor's performance, City needs, and appropriation of funds by the City Council. The parties will prepare a written amendment indicating the effective date and length of the extended Agreement.

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PSA25-3531CA

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Description for the project (see paragraph 5 below). Extensions of time for a specific Task Description may be granted if requested by Contractor and agreed to in writing by the City Manager or the Division Director as authorized by the City Manager (“Director”). The City Manager or Director will give allowance for documented and substantiated unforeseeable and unavoidable delays not caused by a lack of foresight on the part of Contractor, or delays caused by City inaction or other agencies' lack of timely action. In no event shall a specific Task Description exceed the term of this Agreement.

5. CO MPENSATION
The cumulative total for all projects allowed pursuant to this Agreement will not exceed nine hundred thousand dollars ($900,000). Fees will be paid on a project -by-project basis and will be based on Contractor’s Schedule of Rates specified in Exhibit “A”. Prior to initiation of any project work by Contractor, City shall prepare a Project Task Description and Fee Allotment (the "Task Description") which, upon signature by Contractor and for City, the City Manager or Director, will be considered a part of this Agreement. The Task Description will include a detailed scope of services for the particular project being considered and a statement of Contractor's fee to complete the project in accordance with the specified scope of services. The Task Description will also include a description of the method of payment and will be based upon an hourly rate, percentage of project complete, completion of specific project tasks or a combination thereof.

If the City or CMWD elect to extend the term of the Master Services Agreement, adjustments to the rate schedule may be permitted. Upon receipt of a written request from the Contractor, the City or CMWD may consider approving a rate schedule increase. Rate schedule increases will be considered for each anniversary of the A greement effective date after the initial three-year term . An increase to the rate schedule will be calculated based on the proceeding 12-month percentage change in the Consumer Price Index, San Diego Area, for All Urban Customers (CPI -U) , as reported by the Bureau of Labor Statistics or

6. P

REVAILING WAGE RATES
Any construction, alteration, demolition, repair, and maintenance work, including work performed during design and preconstruction such as inspection and land surveying work, cumulatively exceeding $1,000 and performed under this Agreement are subject to s tate prevailing wage laws. The general prevailing rate of wages, for each craft or type of worker needed to execute the contract, shall be those as determined by the Director of Industrial Relations pursuant to the Section 1770, 1773 and 1773.1 of the California Labor Code. Pursuant to Section 1773.2 of the California Labor code, a current copy of applicable wage rates is on file in the office of the City Engineer. Contractor shall not pay less than the said specified prevailing rates of wages to all such workers employed by him or her in the execution of the Agreement.

7. CO

NSTRUCTION MANAGEMENT SOFTWARE
Procore Project Management and Collaboration System. This project may utilize the Owner’s Procore (www.procore.com) o nline project management and document control platform. The intent of utilizing Procore is to reduce cost and schedule risk, improve quality and safety, and maintain a healthy team Docusign Envelope ID: 1BA66619-CC6C-4901-A70F-D3F681AACEE5 Nov. 12, 2024
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ATTACHMENT I
PSA25-3531CA

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dynamic by improving information flow, reducing non- productive activities, reducing rework and decreasing turnaround times. The Contractor is required to create a free web- based Procore user account(s) and utilize web -based training / tutorials (as needed) to become familiar with the system.

I
t is recommended that the Contractor provide mobile access for Windows, iOS located at https://apps.apple.com/us/app/procore-construction-management/id374930542 o r Android devices located at https://play.google.com/store/apps/details?id=com.procore.activities w ith the Procore App installed to at least one on-site individual to provide real-time access to current posted drawings, specifications, RFIs, submittals, schedules, change orders, project documents, as well as any deficient observations or punch list it ems. Providing mobile access will improve communication, efficiency, and productivity for all parties. The use of Procore for project management does not relieve the contractor of any other requirements as may be specified in the contract documents.

8. S TATUS OF CONTRACTOR
Contractor will perform the Services in Contractor's own way as an independent contractor and in pursuit of Contractor's independent calling, and not as an employee of City. Contractor will be under control of City only as to the result to be accomplished, but will consult with City as necessary. The persons used by Contractor to provide services under this Agreement will not be considered employees of City for any purposes.

The payment made to Contractor pursuant to the Agreement will be the full and complete compensation to which Contractor is entitled. City will not make any federal or state tax withholdings on behalf of Contractor or its agents, employees or subcontractors. City will not be required to pay any workers' compensation insurance or unemployment contributions on behalf of Contractor or its employees or subcontractors. Contra ctor agrees to indemnify City within thirty (30) days for any tax, retirement contribution, social security, overtime payment, unemployment payment or workers' compensation payment which City may be required to make on behalf of Contractor or any agent, employee, or subcontractor of Contractor for work done under this Agreement. At the City’s election, City may deduct the indemnification amount from any balance owing to Contractor.

9. CO

NTRACTOR EVALUATIONS
Work performed under this Master Services Agreement may be subject to the City’s contractor evaluation program. Prior to the release of any task orders, the Contractor will be notified of the program requirements and will receive a copy of the evaluation criteria and process. The Contractor’s performance may be evaluated and the results will be considered for future task orders or agreements.

10. S UBCONTRACTING
Contractor will not subcontract any portion of the Services without prior written approval of City. If Contractor subcontracts any of the Services, Contractor will be fully responsible to City for the acts and omissions of Contractor's subcontractor and of the persons either directly or indirectly employed by the subcontractor, as Contractor is for the acts and omissions of persons directly employed by Contractor.

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PSA25-3531CA

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Nothing contained in this Agreement will create any contractual relationship between any subcontractor of Contractor and City. Contractor will be responsible for payment of subcontractors. Contractor will bind every subcontractor and every subcontractor of a subcontractor by the terms of this Agreement applicable to Contractor's work unless specifically noted to the contrary in the subcontract and approved in writing by City.

11. O

THER CONTRACTORS
The City reserves the right to employ other Contractors in connection with the Services.

12. IN DEMNIFICATION
Contractor agrees to defend (with counsel approved by the City) , indemnify, and hold harmless the City and its officers, elected and appointed officials, employees and volunteers from and against all claims, damages, losses and expenses including attorneys fees arising out of the performance of the work described herein caused by any willful misconduct or negligent act or omission of the Contractor, any subcontractor, anyone directly or indirectly employed by any of them or anyone for whose acts any of them may be liable.

If Contractor’s obligation to defend, indemnify, and/or hold harmless arises out of Contractor ’s performance as a “design professional” (as that term is defined under Civil Code section 2782.8), then, and only to the extent required by Civil Code Section 2782.8, which is fully incorporated herein, Contractor’s indemnification obligation shall be limited to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Contractor, and, upon Contractor obtaining a final adjudication by a court of competent jurisdiction. Contractor’s liability for such claim, including the cost to defend, shall not exceed the Contractor’s proportionate percentage of fault.

The parties expressly agree that any payment, attorney’s fee, costs or expense City incurs or makes to or on behalf of an injured employee under the City’s self-administered workers’ compensation is included as a loss, expense or cost for the purposes of this section, and that this section will survive the expiration or early termination of this Agreement.

13. I

NSURANCE
Contractor will obtain and maintain for the duration of the Agreement and any and all amendments, insurance against claims for injuries to persons or damage to property which may arise out of or in connection with performance of the services by Contractor or Contractor’s agents, representatives, employees or subcontractors. The insurance will be obtained from an insurance carrier admitted and authorized to do business in the State of California. The insurance carrier is required to have a current Best's Key Rating of not less than "A-:VII"; OR with a surplus line insurer on the State of California’s List of Approved Surplus Line Insurers (LASLI) with a rating in the latest Best’s Key Rating Guide of at least “A:X”; OR an alien non-admitted insurer listed by the National Association of Insurance Commissioners (NAIC) latest quarterly listings report.

13.1 Co
verages and Limits. Contractor will maintain the types of coverages and minimum limits indicated below, unless Risk Manager or City Manager approves a lower amount. These minimum amounts of coverage will not constitute any limitations or cap on Contractor's indemnification obligations under this Agreement. City, its officers, agents and employees make no representation that the limits of the insurance specified to be carried by Contractor pursuant to this Agreement are adequate to protect Contractor. If Contractor believes th at any required insurance coverage is inadequate, Contractor will obtain such additional insurance coverage, as Contractor deems adequate, at Contractor's sole expense.

The full limits available to the named insured shall also be available and applicable to the City as an additional insured.

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PSA25-3531CA

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13.1 .1 Commercial General Liability (CGL) Insurance. Insurance written on an “occurrence” basis, including personal & advertising injury, with limits no less than $2,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location or the general aggregate limit shall be twice the required occurrence limit.

13.1 .2 Automobile Liability. (If the use of an automobile is involved for Contractor's work for City). $2,000,000 combined single-limit per accident for bodily injury and property damage.

13.1 .3 Workers' Compensation and Employer's Liability . Workers' Compensation limits as required by the California Labor Code. Workers' Compensation will not be required if Contractor has no employees and provides, to City's satisfaction, a declaration stating this.

13.1 .4 Professional Liability. Errors and omissions liability appropriate to Contractor’s profession with limits of not less than $1,000,000 per claim. Coverage must be maintained for a period of five years following the date of completion of the work.

13.2 . Additional Provisions. Contractor will ensure that the policies of insurance required under this Agreement contain, or are endorsed to contain, the following provisions:

1 3.2.1 The City will be named as an additional insured on Commercial General Liability which shall provide primary coverage to the City.

13.2.2 Contractor will obtain occurrence coverage, excluding Professional Liability, which will be written as claims-made coverage.

13.2.3 If Contractor maintains higher limits than the minimums shown above, the City requires and will be entitled to coverage for the higher limits maintained by Contractor. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage will be available to the City.”

13.2.4 This insurance will be in force during the life of the Agreement and any extensions of it and will not be canceled without thirty (30) days prior written notice to City sent by certified mail pursuant to the Notice provisions of this Agreement.

13.3 P
roviding Certificates of Insurance and Endorsements . Prior to City's execution of this Agreement, Contractor will furnish certificates of insurance and endorsements to City.

13.4 Fa ilure to Maintain Coverage . If Contractor fails to maintain any of these insurance coverages, then City will have the option to declare Contractor in breach, or may purchase replacement insurance or pay the premiums that are due on existing policies in order to maintain the required coverages. Contractor is responsible for any payments made by City to obtain or maintain insurance and City may collect these payments from Contractor or deduct the amount paid from any sums due Contractor under this Agreement.

13.5 S
ubmission of Insurance Policies. City reserves the right to require, at anytime, complete and certified copies of any or all required insurance policies and endorsements.

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ATTACHMENT I
PSA25-3531CA

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14. BUSINESS LICENSE
Contractor will obtain and maintain a City of Carlsbad Business License for the term of the Agreement, as may be amended from time-to-time.

15. A CCOUNTING RECORDS
Contractor will maintain complete and accurate records with respect to costs incurred under this Agreement. All records will be clearly identifiable. Contractor will allow a representative of City during normal business hours to examine, audit, and make transcripts or copies of records and any other documents created pursuant to this Agreement. Contractor will allow inspection of all work, data,

documents, proceedings, and activities related to the Agreement for a period of four (4) years from the date of final payment under this Agreement.

16. O WNERSHIP OF DOCUMENTS
All work product produced by Contractor or its agents, employees, and subcontractors pursuant to this Agreement is the property of City. In the event this Agreement is terminated, all work product produced by Contractor or its agents, employees and subcont ractors pursuant to this Agreement will be delivered at once to City. Contractor will have the right to make one (1) copy of the work product for Contractor’s records.

17. CO

PYRIGHTS
Contractor agrees that all copyrights that arise from the services will be vested in City and Contractor relinquishes all claims to the copyrights in favor of City.

18. N OTICES
The name of the persons who are authorized to give written notice or to receive written notice on behalf of City and on behalf of Contractor under this Agreement are:

For City: For Contractor:

Name Eleida Felix Yackel Name Edgar Camerino, PE
Title Senior Contract Administrator Title Principal-in-Charge/Contract Manager Dept Public Works Address 5620 Friars Road
CITY OF CARLSBAD San Diego, CA 92110
Address 1635 Faraday Avenue Phone 619-291-0707 M: 619-871-3225 Carlsbad, CA 92008 Email [email protected] Phone 442-339-2767
Each party will notify the other immediately of any changes of address that would require any notice or delivery to be directed to another address.

19. G

ENERAL COMPLIANCE WITH LAWS
Contractor will keep fully informed of federal, state and local laws and ordinances and regulations which in any manner affect those employed by Contractor, or in any way affect the performance of the Services by Contractor. Contractor will at all times observe and comply with these laws, ordinances, and regulations and will be responsible for the compliance of Contractor's services with all applic able laws, ordinances and regulations.

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PSA25-3531CA

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21. D ISCRIMINATION AND HARASSMENT PROHIBITED
Contractor will comply with all applicable local, state and federal laws and regulations prohibiting discrimination and harassment.

23. T

24. CO

VENANTS AGAINST CONTINGENT FEES
Contractor warrants that Contractor has not employed or retained any company or person, other than a bona fide employee working for Contractor, to solicit or secure this Agreement, and that Contractor has not paid or agreed to pay any company or person, other than a bona fide employee, any fee, commission, Docusign Envelope ID: 1BA66619-CC6C-4901-A70F-D3F681AACEE5 30thirty
Nov. 12, 2024
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ATTACHMENT I
PSA25-3531CA

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25. CL

26. J

27. S

28. T HIRD- PARTY RIGHTS
Nothing in this Agreement should be construed to give any rights or benefits to any party other than the City and Contractor.

30. P

UBLIC AGENCY CLAUSE
Contractor agrees that any public agency as defined by Cal. Gov. Code section 6500, if authorized by its governing body, shall have the option to participate in this contract at the same prices, terms, and conditions. If another public agency chooses to participate, the term shall be for the term of this contract, Docusign Envelope ID: 1BA66619-CC6C-4901-A70F-D3F681AACEE5 Nov. 12, 2024
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ATTACHMENT I
PSA25-3531CA

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Executed by Contractor this___________ day of _______________________, 2024.

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Docusign Envelope ID: 1 BA66619 -CC6C-4901-A70F-D3F681 AACEES

CONTRACTOR
Glenn A. Rick Engineering and Development
Co., a California corporation
By:
(sign here)
Edgar A. Camerino,
Associate Principal, Assistant Vice-President
(print name/title)
By:
111\4.~ lJJ. wltritlSOIA-
(sign here)
Timothy W. Gabrielson,
Principal, Secretary
(print name/title)

ATTACHMENT I
PSA25-3531CA
CITY OF CARLSBAD, a municipal corporation of
the State of California
By:

Keith Blackburn, Mayor
ATTEST:

SHERRY FREISINGER, City Clerk
By:

Deputy City Clerk
Proper notarial acknowledgment of execution by Contractor must be attached . If a corporation, Agreement must be signed by one corporate officer from each of the following two groups:

APPROVED AS TO FORM:

CINDIE K. McMAHON, City Attorney
BY: t:ilA.A. ~A.

Assistant City Attorney

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ATTACHMENT I
PSA25-3531CA

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EXHIBIT A

SCOPE OF SERVICES AND FEES

Perform a variety of general civil engineering tasks as outlined in individual Project Task Descriptions and Fee Allotments (PTD&FA), related to the following:

A. Roadway Design.

B. Parkway Design.

C. Site Design.

D. Roundabout Design.

E. Visual Simulations.

F. Intelligent Transportation Systems.

G. ADA Design / Inspection.

H. Stormwater Engineering (Civil Design).

Requests for work not listed above must be contracted under separate agreement.

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1 Since this solicitation is for As-Needed/On-Call services the fee schedules provide hourly rates for positions. At the Task Order stage, hourly rates and position will be provided for each team member.

Hourly Rates – California Offices
March 1, 2024 – August 30, 2024
_____________________________________________________________________________________________________________________________________ Rates subject to change for prevailing wage contracts.

When authorized, overtime shall be charged at the listed rates times 1.5.

Unless otherwise agreed upon, we shall charge for printing, reproduction, deliveries, transportation, and other expenses.

A fifteen (15) percent fee for administration, coordination and handling will be added to all subcontracted services.

Page xx of xx
Principal Consultant (Special Projects) .............................. $300.00 Principal .............................................................................. 290.00 Associate Principal .............................................................. 270.00 Associate/Manager ............................................................. 250.00 Expert Witness ..................................................................... 450.00 Court Appearance per half day or part............................... 1,800.00

Senior Project Manager/Engineering Manager ................. $ 245.00 Principal Project Engineer/Manager .................................... 230.00 Associate Project Engineer/Manager ................................... 205.00 Assistant Project Engineer/Manager .................................... 190.00 Principal Engineering Designer ........................................... 170.00 Associate Engineering Designer .......................................... 150.00 Assistant Engineering Designer .......................................... 135.00 Principal Engineering Drafter ............................................. 130.00 Associate Engineering Drafter ............................................ 120.00 Assistant Engineering Drafter ............................................ 110.00 Senior Technical Manager .................................................. 195.00

Senior Transportation/Traffic Engineer ............................. $ 240.00 Principal Transportation/Traffic Engineer ........................... 230.00 Associate Transportation/Traffic Engineer .......................... 205.00 Assistant Transportation/Traffic Engineer ........................... 190.00 Principal Transportation/Traffic Designer ........................... 170.00 Associate Transportation/Traffic Designer .......................... 150.00 Assistant Transportation/Traffic Designer .......................... 135.00

Principal Planner II ............................................................ $ 220.00 Principal Planner I .............................................................. 205.00 Senior Planner II .................................................................. 190.00 Senior Planner I ................................................................... 180.00 Associate Planner ............................................................... 160.00 Assistant Planner ................................................................ 140.00 Planning Technician ........................................................... 120.00

Principal Project Landscape Architect/Manager .............. $ 205.00 Associate Project Landscape Architect/Manager .............. 185.00 Assistant Project Landscape Architect/Manager ............... 165.00 Principal Landscape/Urban Designer ................................. 140.00 Associate Landscape/Urban Designer ............................... 130.00 Assistant Landscape/Urban Designer ................................ 115.00

Director of Environmental Planning Services .................. $ 245.00 Principal Environmental Project Manager .......................... 210.00 Associate Environmental Project Manager ....................... 195.00 Assistant Environmental Project Manager ....................... 180.00 Principal Environmental Planner/Analyst ........................ 165.00 Associate Environmental Planner/Analyst ....................... 145.00 Assistant Environmental Planner/Analyst .......................... 125.00 Environmental Technician .................................................. 110.00

Principal Water Resources Engineer/Manager .................. $ 235.00 Principal Water Resources Designer ................................... 170.00 Associate Water Resources Designer .................................. 150.00 Assistant Water Resources Designer .................................. 135.00

Principal Stormwater Project Manager ............................. $ 200.00 Associate Stormwater Project Manager .............................. 185.00 Assistant Stormwater Project Manager ............................. 165.00 Principal Stormwater Specialist ........................................ 145.00 Associate Stormwater Specialist ....................................... 135.00 Assistant Stormwater Specialist ........................................ 120.00

GIS Manager ..................................................................... $200. 00 GIS Asset Manager .............................................................. 195.00 GIS Programmer ................................................................ 170.00 Principal GIS Project Manager .......................................... 190.00 Associate GIS Project Manager ........................................... 175.00 Assistant GIS Project Manager .......................................... 160.00 Principal GIS Analyst ........................................................ 150.00 Associate GIS Analyst ....................................................... 140.00 Assistant GIS Analyst ........................................................ 125.00 Graphics Designer .............................................................. 145.00 CAD Manager ..................................................................... 180.00

Field Supervisor ............................................................... $ 220.00 One-person Survey Party ................................................... 180.00 One-person Survey Party with Robotics ............................ 230.00 Two-person Survey Party ................................................... 280.00 Three-person Survey Party ................................................ 380.00

3D Laser Scanning Crew (One-Person) ............................ $ 210.00 3D Laser Scanning Crew (Two Person) ............................. 310.00

Principal 3D Laser Scanning Project Manager ................. $ 200.00 Associate 3D Laser Scanning Project Manager .................. 175.00 Assistant 3D Laser Scanning Project Manager ................... 165.00 Principal 3D Laser Scanning Specialist .............................. 145.00 Associate 3D Laser Scanning Specialist ............................. 135.00 Assistant 3D Laser Scanning Specialist .............................. 125.00 Principal 3D Laser Scanning Technician ............................. 115.00 Associate 3D Laser Scanning Technician ........................... 105.00 Assistant 3D Laser Scanning Technician .............................. 95.00

Photogrammetry Supervisor .............................................. $185.00 Principal Photogrammetrist ............................................... 160.00 Associate Photogrammetrist ............................................... 130.00 Assistant Photogrammetrist ................................................ 120.00

Principal Survey Analyst ................................................... $195.00 Associate Survey Analyst ................................................... 160.00 Assistant Survey Analyst ..................................................... 130.00

Associate Project Administrator ....................................... $ 100.00 Assistant Project Administrator ............................................ 80.00 Administrative Assistant/Manager........................................ 85.00 Docusign Envelope ID: 1BA66619-CC6C-4901-A70F-D3F681AACEE5 Nov. 12, 2024
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2 21636 North Dietz Drive, Maricopa, Arizona 85138 520.316.6745 fdsaz.com– veracity.pro 31894 Whitetail Ln., Temecula, CA 92592 619.677.6542 ARIZONA - CALIFORNIA – HAWAII – NEVADA – NEW MEXICO

Standard Hourly Rate Sheet

Personnel Job Description Billing Rate
Sharon Morris Project Manager $ 94.00
Adam Barry Field Tech II $ 50.00
Jon McCreadie Field Tech II $ 50.00
Aaron Barry Field Tech II $ 50.00
Robin Fatone Field Tech I $ 48.00

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3 2305 Historic Decatur Road
Suite 102
San Diego, CA 92106
USA
ghd.com
The Power of Commitment

06 June 2024
Eleida Felix Yackel
Senior Contract Administrator, Public Works Branch
City of Carlsbad
1635 Faraday Avenue
Carlsbad, CA 92008
Response to Request for Qualifications, Master Services Agreement for Consultants, RFQ24- 3430CA
Dear Ms. Yackel & Selection Committee,
We are pleased to join the RICK Team for the Master Services Agreement for Consultants (RFQ24- 3430CA). GHD Inc. is committed to providing the following services as a subconsultant to RICK - service Roundabout Design services. We agree to fully commit the proposed resources, as needed, to successfully deliver the above-referenced contract.

GHD Inc. is not subject to prevailing wage requirements by the California Department of Industrial Relations.

Per RFQ requirements, this letter is signed by a representative authorized to obligate GHD Inc.

We look forward to working with RICK and the City on this opportunity. Please contact me if you require any additional information.

Sincerely,

William Silva, PE, QSD/P
Senior PM/Civil Engineer
707.484.8236
[email protected]

2305 Historic Decatur Road
Suite 102
San Diego, CA 92106
USA
ghd.com
Personnel Job Description Billing Rate
Lindsey Van Parys Project Manager $298/hr
Brittany Zambrano Senior Civil Engineer $204/hr
Standard Hourly Rate Sheet
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Docusign Envelope ID: 5DDFA461-086C-4B00 -8680-39FOAA2BA65E

MASTER AGREEMENT FOR

UTILITY LOCATING/ POTHOLING SERVICES
UNDERGROUND SOLUTIONS, INC.

ATTACHMENT J
PSA25-3565CA
THIS AGREEMENT is made and entered into as of the \ ~ day of ~O\J , . 2024, by and between the Carlsbad Municipal Water District, a Public Agency organized under the Municipal Water Act of 1911, and a Subsidiary District of the City of Carlsbad, hereinafter referred to as "CMWD", and Underground Solutions, Inc., a California corporation, hereinafter referred to as "Contractor ."

RECITALS
A. CMWD requires the professional services of a consultant experienced in utility locating and potholing services.

B. The professional services are required on a non-exclusive, project-by-project basis.

C. Contractor has the necessary experience in providing professional services and advice related to utility locating potholing services.

D. Contractor has submitted a proposal to CMWD under Request for Qualifications (RFQ) No. 24-3430CA and has affirmed its willingness and ability to perform such work .

NOW, THEREFORE, in consideration of these recitals and the mutual covenants contained herein, CMWD and Contractor agree as follows:

1. SCOPE OF WORK
CMWD retains Contractor to perform, and Contractor agrees to render, those services (the "Services") that are defined in attached Exhibit "A", which is incorporated by this reference in accordance with this Agreement's terms and conditions .

Contractor's obligations with respect to any project granted to Contractor under this Agreement will be as specified in the Task Description for the project (see paragraph 5 below) .

3. TERM
The term of this Agreement will be effective for a period of three (3) years from December 1, 2024, through November 30, 2027. The Executive Manager of CMWD ("Executive Manager") may amend the Agreement to extend it for two Cf.) additional one OJ year(s) periods or parts thereof. Extensions will be based upon a satisfactory review of Contractor's performance, CMWD needs, and appropriation of funds by the CMWD Board of Directors. The parties will prepare a written amendment indicating the effective date and length of the extended Agreement.

Page 1 ends

Nov. 12,2024 Item #2 Page 144 of 680
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WĂŐĞϮ 'ĞŶĞƌĂůŽƵŶƐĞůƉƉƌŽǀĞĚϱͬϮϮͬϮϬϮϰ

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dŚĞǁŽƌŬĨŽƌĂŶǇƉƌŽũĞĐƚŐƌĂŶƚĞĚƚŽŽŶƚƌĂĐƚŽƌƉƵƌƐƵĂŶƚƚŽƚŚŝƐŐƌĞĞŵĞŶƚǁŝůůďĞŐŝŶǁŝƚŚŝŶƚĞŶ;ϭϬͿĚĂǇƐ ĂĨƚĞƌƌĞĐĞŝƉƚŽĨŶŽƚŝĨŝĐĂƚŝŽŶƚŽƉƌŽĐĞĞĚďǇDtĂŶĚďĞĐŽŵƉůĞƚĞĚǁŝƚŚŝŶƚŚĞƚŝŵĞƐƉĞĐŝĨŝĞĚŝŶƚŚĞdĂƐŬ ĞƐĐƌŝƉƚŝŽŶĨŽƌƚŚĞƉƌŽũĞĐƚ;ƐĞĞƉĂƌĂŐƌĂƉŚϱďĞůŽǁͿ͘
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dŚĞĐƵŵƵůĂƚŝǀĞƚŽƚĂůĨŽƌĂůůƉƌŽũĞĐƚƐĂůůŽǁĞĚƉƵƌƐƵĂŶƚƚŽƚŚŝƐ ŐƌĞĞŵĞŶƚǁŝůůŶŽƚĞǆĐĞĞĚĨŽƵƌŚƵŶĚƌĞĚ ƚŚŽƵƐĂŶĚ ĚŽůůĂƌƐ ;ΨϰϬϬ͕ϬϬϬͿ͘ &ĞĞƐ ǁŝůů ďĞ ƉĂŝĚ ŽŶ Ă ƉƌŽũĞĐƚͲďǇͲƉƌŽũĞĐƚ ďĂƐŝƐ ĂŶĚ ǁ ŝ ů ů ď Ğ ď Ă Ɛ Ğ Ě Ž Ŷ ŽŶƚƌĂĐƚŽƌ͛Ɛ ^ĐŚĞĚƵůĞ ŽĨ ZĂƚĞƐ ƐƉĞĐŝĨŝĞĚ ŝŶ
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Nov. 12, 2024
Item #2 Page 145 of 680
dd,D
Ed:
W^ϮϱͲϯϱϲϱ
WĂŐĞϯ 'ĞŶĞƌĂůŽƵŶƐĞůƉƉƌŽǀĞĚϱͬϮϮͬϮϬϮϰ

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D
Ed^K&dtZ

WƌŽĐŽƌĞ WƌŽũĞĐƚ DĂŶĂŐĞŵĞŶƚ ĂŶĚ ŽůůĂďŽƌĂƚŝŽŶ ^ǇƐƚĞŵ͘ dŚŝƐ ƉƌŽũĞĐƚ ŵĂǇ ƵƚŝůŝǌĞ ƚŚĞ KǁŶĞƌ͛Ɛ WƌŽĐŽƌĞ ;ǁǁǁ͘ƉƌŽĐŽƌĞ͘ĐŽŵͿŽŶůŝŶĞƉƌŽũĞĐƚŵĂŶĂŐĞŵĞŶƚĂŶĚĚŽĐƵŵĞŶƚĐŽŶƚƌŽůƉůĂƚĨŽƌŵ͘dŚĞŝ ŶƚĞŶƚŽĨƵƚŝůŝǌŝŶŐ WƌŽĐŽƌĞ ŝƐ ƚŽ ƌĞĚƵĐĞ ĐŽƐƚ ĂŶĚ ƐĐŚĞĚƵůĞ ƌŝƐŬ͕ ŝŵƉƌŽǀĞ ƋƵĂůŝƚǇ ĂŶĚ ƐĂĨĞƚǇ͕ ĂŶĚ ŵĂŝŶƚĂŝŶ Ă ŚĞĂůƚŚǇ ƚĞĂŵ ĚǇŶĂŵŝĐ ďǇ ŝŵƉƌŽǀŝŶŐ ŝŶĨŽƌŵĂƚŝŽŶ ĨůŽǁ͕ ƌĞĚƵĐŝŶŐ ŶŽŶͲƉƌŽĚƵĐƚŝǀĞ ĂĐƚŝǀŝƚŝĞƐ͕ ƌĞĚƵĐŝŶŐ ƌĞǁŽƌŬ ĂŶĚ ĚĞĐƌĞĂƐŝŶŐ ƚƵƌŶĂƌŽƵŶĚ ƚŝŵĞƐ͘ dŚĞ ŽŶƚƌĂĐƚŽƌ ŝƐ ƌĞƋƵŝƌĞĚ ƚŽ ĐƌĞĂ ƚĞ Ă ĨƌĞĞ ǁĞďͲďĂƐĞĚ WƌŽĐŽƌĞ ƵƐĞƌ ĂĐĐŽƵŶƚ;ƐͿ ĂŶĚ ƵƚŝůŝǌĞ ǁĞďͲďĂƐĞĚ ƚƌĂŝŶŝŶŐ ͬ ƚƵƚŽƌŝĂůƐ ;ĂƐ ŶĞĞĚĞĚͿ ƚŽ ďĞĐŽŵĞ ĨĂŵŝůŝĂƌ ǁŝƚŚ ƚŚĞ ƐǇƐƚĞŵ͘ hŶůĞƐƐ ƚŚĞ
ŶŐŝŶĞĞƌ ĂƉƉƌŽǀĞƐ ŽƚŚĞƌǁŝƐĞ͕ ƚŚĞ ŽŶƚƌĂĐƚŽƌ ƐŚĂůů ƉƌŽĐĞƐƐ Ăůů ƉƌŽũĞĐƚ ĚŽĐƵŵĞŶƚƐ ƚŚƌŽƵŐŚ WƌŽĐŽƌĞ ďĞĐĂƵƐĞ ƚŚŝƐ ƉůĂƚĨŽƌŵ ǁŝůů ďĞ ƵƐĞĚ ƚŽ ƐƵďŵŝƚ͕ ƚƌĂĐŬ͕ ĚŝƐƚƌŝďƵƚĞ ĂŶĚ ĐŽůůĂďŽƌĂƚĞ ŽŶ ƉƌŽũĞĐƚ͘ /Ĩ ƵŶĨĂŵŝůŝĂƌ Žƌ ŶŽƚ ŽƚŚĞƌǁŝƐĞ ƚƌĂŝŶĞĚ ǁŝƚŚ WƌŽĐŽƌĞ͕ ŽŶƚƌĂĐƚŽƌ ĂŶĚ ĂƉƉůŝĐĂďůĞ ƚĞĂŵ ŵĞŵďĞƌƐ ƐŚĂůů ĐŽŵƉůĞƚĞ Ă ĨƌĞĞ ƚƌĂŝŶŝŶŐ ĐĞƌƚŝĨŝĐĂƚŝŽŶ ĐŽƵƌƐĞ ůŽĐĂƚĞĚ ĂƚŚƚƚƉ͗ͬͬůĞĂƌŶ͘ƉƌŽĐŽƌĞ͘ĐŽŵͬƉƌŽĐŽƌĞͲĐĞƌƚŝĨŝĐĂƚŝŽŶͲ ƐƵďĐŽŶƚƌĂĐƚŽƌ͘dŚĞŽŶƚƌĂĐƚŽƌŝƐƌĞƐƉŽŶƐŝďůĞĨŽƌĂƚƚĂŝŶŝŶŐƚŚĞŝƌŽǁŶWƌŽĐŽƌĞ ƐƵƉƉŽƌƚ͕ĂƐŶĞĞĚĞĚ͕ĞŝƚŚĞƌ ƚŚƌŽƵŐŚƚŚĞŽŶůŝŶĞƚƌĂŝŶŝŶŐŽƌƌĞĂĐŚŝŶŐŽƵƚƚŽƚŚĞWƌŽĐŽƌĞƐƵƉƉŽƌƚƚĞĂŵ͘/ƚǁŝůůďĞƚŚĞƌĞƐƉŽŶƐŝďŝůŝƚǇŽĨƚŚĞ ŽŶƚƌĂĐƚŽƌƚŽƌĞŐƵůĂƌůǇĐŚĞĐŬWƌŽĐŽƌĞĂŶĚƌĞǀŝĞǁƵƉĚĂƚĞĚĚŽĐƵŵĞŶƚƐĂƐƚŚĞǇĂƌĞĂĚĚĞĚ͘dŚĞƌĞǁŝůůďĞŶŽ ĐŽƐƚƚŽƚŚĞŽŶƚƌĂĐƚŽƌĨŽƌƵƐĞŽĨWƌŽĐŽƌĞ͘

/ƚ ŝƐ ƌĞĐŽŵŵĞŶĚĞĚ ƚŚĂƚ ƚŚĞ ŽŶƚƌĂĐƚŽƌ ƉƌŽǀŝĚĞ ŵŽďŝůĞ ĂĐĐĞƐƐ ĨŽƌ tŝŶĚŽǁƐ͕ ŝK^ ůŽĐĂƚĞĚ Ăƚ ŚƚƚƉƐ͗ͬͬĂƉƉƐ͘ĂƉƉůĞ͘ĐŽŵͬƵƐͬĂƉƉͬƉƌŽĐŽƌĞͲĐŽŶƐƚƌƵĐƚŝŽŶͲŵĂŶĂŐĞŵĞŶƚͬŝĚϯϳϰϵϯϬϱϰϮ Žƌ ŶĚƌŽŝĚ ĚĞǀŝĐĞƐ ůŽĐĂƚĞĚ Ăƚ ŚƚƚƉƐ͗ͬͬƉůĂǇ͘ŐŽŽŐůĞ͘ĐŽŵͬƐƚŽƌĞͬĂƉƉƐͬĚĞƚĂŝůƐ͍ŝĚсĐŽŵ͘ƉƌŽĐŽƌĞ͘ĂĐƚŝǀŝƚŝĞƐ ǁŝƚŚ ƚŚĞ WƌŽĐŽƌĞ ƉƉ ŝŶƐƚĂůůĞĚ ƚŽ Ăƚ ůĞĂƐƚ ŽŶĞ ŽŶͲƐŝƚĞ ŝŶĚŝǀŝĚƵĂů ƚŽ ƉƌŽǀŝĚĞ ƌĞĂůͲƚŝ ŵĞ ĂĐĐĞƐƐ ƚŽ ĐƵƌƌĞŶƚ ƉŽƐƚĞĚ ĚƌĂǁŝŶŐƐ͕ ƐƉĞĐŝĨŝĐĂƚŝŽŶƐ͕ Z&/Ɛ͕ ƐƵďŵŝƚƚĂůƐ͕ ƐĐŚĞĚƵůĞƐ͕ ĐŚĂŶŐĞ ŽƌĚĞƌƐ͕ ƉƌŽũĞĐƚ ĚŽĐƵŵĞŶƚƐ͕ ĂƐ ǁĞůů ĂƐ ĂŶǇ ĚĞĨŝĐŝĞŶƚ ŽďƐĞƌǀĂƚŝŽŶƐ Žƌ ƉƵŶĐŚ ůŝƐƚ ŝƚĞŵƐ͘ WƌŽǀŝĚŝŶŐ ŵŽďŝůĞ ĂĐĐĞƐƐ ǁŝůůŝŵƉƌŽǀĞ ĐŽŵŵƵŶŝĐĂƚŝŽŶ͕ ĞĨĨŝĐŝĞŶĐǇ͕ ĂŶĚ ƉƌŽĚƵĐƚŝǀŝƚǇĨŽƌĂůůƉĂƌƚŝĞƐ͘dŚĞƵƐĞŽĨWƌŽĐŽƌĞĨŽƌƉƌŽũĞĐƚŵĂŶĂŐĞŵĞŶƚĚŽĞƐŶŽƚƌĞůŝĞǀĞƚŚĞĐŽŶƚƌĂĐƚŽƌŽĨ ĂŶǇŽƚŚĞƌƌĞƋƵŝƌĞŵĞŶƚƐĂƐŵĂǇďĞƐƉĞĐŝĨŝĞĚŝŶƚŚĞĐŽŶƚƌĂĐƚĚŽĐƵŵĞŶƚƐ͘
ϴ͘ ^ddh^K&KEdZdKZ
ŽŶƚƌĂĐƚŽƌǁŝůůƉĞƌĨŽƌŵƚŚĞ^ĞƌǀŝĐĞƐŝŶŽŶƚƌĂĐƚŽƌΖƐŽǁŶǁĂǇĂƐĂŶŝŶĚĞƉĞŶĚĞŶƚĐŽŶƚƌĂĐƚŽƌĂŶĚŝŶƉƵƌƐƵŝƚ ŽĨŽŶƚƌĂĐƚŽƌΖƐŝŶĚĞƉĞŶĚĞŶƚĐĂůůŝŶŐ͕ĂŶĚŶŽƚĂƐĂŶĞŵƉůŽǇĞĞŽĨ Dt͘ŽŶƚƌĂĐƚŽƌǁŝůůďĞƵŶĚĞƌĐŽŶƚƌŽů ŽĨDtŽŶůǇĂƐƚŽƚŚĞƌĞƐƵůƚƚŽďĞĂĐĐŽŵƉůŝƐŚĞĚ͕ďƵƚǁŝůůĐŽŶƐƵůƚǁŝƚŚDtĂƐŶĞĐĞƐƐĂƌǇ͘dŚĞƉĞƌƐŽŶƐ ƵƐĞĚďǇŽŶƚƌĂĐƚŽƌƚŽƉƌŽǀŝĚĞƐĞƌǀŝĐĞƐƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚǁŝůůŶŽƚďĞĐŽŶƐŝĚĞƌĞĚĞŵƉůŽǇĞĞƐŽĨDt ĨŽƌĂŶǇƉƵƌƉŽƐĞƐ͘

dŚĞƉĂǇŵĞŶƚŵĂĚĞƚŽŽŶƚƌĂĐƚŽƌƉƵƌƐƵĂŶƚƚŽƚŚĞŐƌĞĞŵĞŶƚǁŝůůďĞƚŚĞĨƵůůĂŶĚĐŽŵƉůĞƚĞĐŽŵƉĞŶƐĂƚŝŽŶ ƚŽǁŚŝĐŚŽŶƚƌĂĐƚŽƌŝƐĞŶƚŝƚůĞĚ͘DtǁŝůůŶŽƚŵĂŬĞĂŶǇĨĞĚĞƌĂů ŽƌƐƚĂƚĞƚĂǆǁŝƚŚŚŽůĚŝŶŐƐŽŶďĞŚĂůĨŽĨ ŽŶƚƌĂĐƚŽƌŽƌŝƚƐĂŐĞŶƚƐ͕ĞŵƉůŽǇĞĞƐŽƌƐƵďĐŽŶƚƌĂĐƚŽƌƐ͘Dtǁŝů ůŶŽƚďĞƌĞƋƵŝƌĞĚƚŽƉĂǇĂŶǇǁŽƌŬĞƌƐΖ ĐŽŵƉĞŶƐĂƚŝŽŶ ŝŶƐƵƌĂŶĐĞ Žƌ ƵŶĞŵƉůŽǇŵĞŶƚ ĐŽŶƚƌŝďƵƚŝŽŶƐ ŽŶ ďĞŚĂůĨŽĨ ŽŶƚƌĂĐƚŽƌ Žƌ ŝƚƐ ĞŵƉůŽǇĞĞƐ Žƌ ƐƵďĐŽŶƚƌĂĐƚŽƌƐ͘ŽŶƚƌĂĐƚŽƌĂŐƌĞĞƐƚŽŝŶĚĞŵŶŝĨǇDtĂŶĚƚŚĞŝƚǇŽĨĂƌůƐďĂĚǁŝƚŚŝŶƚŚŝƌƚǇ;ϯϬͿĚĂǇƐĨŽƌ ĂŶǇƚĂǆ͕ƌĞƚŝƌĞŵĞŶƚĐŽŶƚƌŝďƵƚŝŽŶ͕ƐŽĐŝĂůƐĞĐƵƌŝƚǇ͕ŽǀĞƌƚŝŵĞƉĂǇŵĞŶƚ͕ƵŶĞŵƉůŽǇŵĞŶƚƉĂǇŵĞŶƚŽƌǁŽƌŬĞƌƐΖ ĐŽŵƉĞŶƐĂƚŝŽŶƉĂǇŵĞŶƚǁŚŝĐŚDtŵĂǇďĞƌĞƋƵŝƌĞĚƚŽ ŵĂŬĞŽŶďĞŚĂ ůĨŽĨ ŽŶƚƌĂĐƚŽƌŽƌĂŶǇĂŐĞŶƚ͕ ĞŵƉůŽǇĞĞ͕ Žƌ ƐƵďĐŽŶƚƌĂĐƚŽƌ ŽĨ ŽŶƚƌĂĐƚŽƌ ĨŽƌ ǁŽƌŬ ĚŽŶĞ ƵŶĚĞƌ ƚŚŝƐ ŐƌĞĞŵĞŶƚ͘ ƚ Dt͛Ɛ ĞůĞĐƚŝŽŶ͕ DtŵĂǇĚĞĚƵĐƚƚŚĞŝŶĚĞŵŶŝĨŝĐĂƚŝŽŶĂŵŽƵŶƚĨƌŽŵĂŶǇďĂůĂŶĐĞŽǁŝŶŐƚŽŽŶƚƌĂĐƚŽƌ
ϵ͘ KEdZdKZ
s>hd/KE^
tŽƌŬ ƉĞƌĨŽƌŵĞĚ ƵŶĚĞƌ ƚŚŝƐ DĂƐƚĞƌ ^ĞƌǀŝĐĞƐ ŐƌĞĞŵĞŶƚ ŵĂǇ ďĞ ƐƵďũĞĐƚ ƚŽ ƚŚĞ Dt ĐŽŶƚƌĂĐƚŽƌ ĞǀĂůƵĂƚŝŽŶƉƌŽŐƌĂŵ͘WƌŝŽƌƚŽƚŚĞƌĞůĞĂƐĞŽĨĂŶǇƚĂƐŬŽƌĚĞƌƐ͕ƚŚĞŽŶƚƌĂĐƚŽƌǁŝůůďĞŶŽƚŝĨŝĞĚŽĨƚŚĞƉƌŽŐƌĂŵ ƌĞƋƵŝƌĞŵĞŶƚƐĂŶĚǁŝůůƌĞĐĞŝǀĞĂĐŽƉǇŽĨƚŚĞĞǀĂůƵĂƚŝŽŶĐƌŝƚĞƌŝĂĂŶĚƉƌŽĐĞƐƐ͘dŚĞŽŶƚƌĂĐƚŽƌ͛ƐƉĞƌĨŽƌŵĂŶĐĞ ŵĂǇďĞĞǀĂůƵĂƚĞĚĂŶĚƚŚĞƌĞƐƵůƚƐǁŝůůďĞĐŽŶƐŝĚĞƌĞĚĨŽƌĨƵƚƵƌĞƚĂƐŬŽƌĚĞƌƐŽƌĂŐƌĞĞŵĞŶƚƐ͘

Nov. 12, 2024
Item #2 Page 146 of 680
dd,D
Ed:
W^ϮϱͲϯϱϲϱ
WĂŐĞϰ 'ĞŶĞƌĂůŽƵŶƐĞůƉƉƌŽǀĞĚϱͬϮϮͬϮϬϮϰ

ϭϬ͘ ^hKEdZd/E'
ŽŶƚƌĂĐƚŽƌǁŝůůŶŽƚƐƵďĐŽŶƚƌĂĐƚĂŶǇƉŽƌƚŝŽŶŽĨƚŚĞ^ĞƌǀŝĐĞƐǁŝƚ ŚŽƵƚƉƌŝŽƌǁƌŝƚƚĞŶĂƉƉƌŽǀĂůŽĨDt͘/Ĩ ŽŶƚƌĂĐƚŽƌƐƵďĐŽŶƚƌĂĐƚƐĂŶǇŽĨƚŚĞ^ĞƌǀŝĐĞƐ͕ŽŶƚƌĂĐƚŽƌǁŝůůďĞĨƵůůǇƌĞƐƉŽŶƐŝďůĞƚŽDtĨŽƌƚŚĞĂĐƚƐĂŶĚ ŽŵŝƐƐŝŽŶƐŽĨŽŶƚƌĂĐƚŽƌΖƐƐƵďĐŽŶƚƌĂĐƚŽƌĂŶĚŽĨƚŚĞƉĞƌƐŽŶƐĞŝƚŚ ĞƌĚŝƌĞĐƚůǇŽƌŝŶĚŝƌĞĐƚůǇĞŵƉůŽǇĞĚďǇƚŚĞ ƐƵďĐŽŶƚƌĂĐƚŽƌ͕ĂƐŽŶƚƌĂĐƚŽƌŝƐĨŽƌƚŚĞĂĐƚƐĂŶĚŽŵŝƐƐŝŽŶƐŽĨƉ ĞƌƐŽŶƐĚŝƌĞĐƚůǇĞŵƉůŽǇĞĚďǇŽŶƚƌĂĐƚŽƌ͘ EŽƚŚŝŶŐĐŽŶƚĂŝŶĞĚŝŶƚŚŝƐŐƌĞĞŵĞŶƚǁŝůůĐƌĞĂƚĞĂŶǇĐŽŶƚƌĂĐƚƵĂůƌĞůĂƚŝŽŶƐŚŝƉďĞƚǁĞĞŶĂŶǇƐƵďĐŽŶƚƌĂĐƚŽƌ ŽĨŽŶƚƌĂĐƚŽƌĂŶĚDt͘ŽŶƚƌĂĐƚŽƌǁŝůůďĞƌĞƐƉŽŶƐŝďůĞĨŽƌƉĂǇŵĞŶƚŽĨƐƵďĐŽŶƚƌĂĐƚŽƌƐ͘ŽŶƚƌĂĐƚŽƌǁŝůů ďŝŶĚ ĞǀĞƌǇ ƐƵďĐŽŶƚƌĂĐƚŽƌ ĂŶĚ ĞǀĞƌǇ ƐƵďĐŽŶƚƌĂĐƚŽƌ ŽĨ Ă ƐƵďĐŽŶƚƌĂĐƚŽƌ ďǇ ƚŚĞ ƚĞƌŵƐ ŽĨ ƚŚŝƐ ŐƌĞĞŵĞŶƚ ĂƉƉůŝĐĂďůĞƚŽŽŶƚƌĂĐƚŽƌΖƐǁŽƌŬƵŶůĞƐƐƐƉĞĐŝĨŝĐĂůůǇŶŽƚĞĚƚŽƚŚĞĐŽŶƚƌĂƌǇŝŶƚŚĞƐƵďĐŽŶƚƌĂĐƚĂŶĚĂƉƉƌŽǀĞĚ ŝŶǁƌŝƚŝŶŐďǇDt͘

ϭϭ͘ Kd,
ZKEdZdKZ^
DtƌĞƐĞƌǀĞƐƚŚĞƌŝŐŚƚƚŽĞŵƉůŽǇŽƚŚĞƌŽŶƚƌĂĐƚŽƌƐŝŶĐŽŶŶĞĐƚŝŽŶǁŝƚŚƚŚĞ^ĞƌǀŝĐĞƐ͘
ϭϮ͘ /E
DE/&/d/KE
ŽŶƚƌĂĐƚŽƌĂŐƌĞĞƐƚŽĚĞĨĞŶĚ;ǁŝƚŚĐŽƵŶƐĞůĂƉƉƌŽǀĞĚďǇDtͿ͕ŝŶĚĞŵŶŝĨǇĂŶĚŚŽůĚŚĂƌŵůĞƐƐDtĂŶĚ ƚŚĞŝƚǇŽĨĂƌůƐďĂĚĂŶĚŝƚƐŽĨĨŝĐĞƌƐ͕ĞůĞĐƚĞĚĂŶĚĂƉƉŽŝŶƚĞĚŽĨ ĨŝĐŝĂůƐ͕ĞŵƉůŽǇĞĞƐĂŶĚǀŽůƵŶƚĞĞƌƐĨƌŽŵĂŶĚ ĂŐĂŝŶƐƚĂůůĐůĂŝŵƐ͕ĚĂŵĂŐĞƐ͕ůŽƐƐĞƐĂŶĚĞǆƉĞŶƐĞƐŝŶĐůƵĚŝŶŐĂƚƚŽ ƌŶĞǇƐĨĞĞƐĂƌŝƐŝŶŐŽƵƚŽĨƚŚĞƉĞƌĨŽƌŵĂŶĐĞ ŽĨ ƚŚĞ ǁŽƌŬ ĚĞƐĐƌŝďĞĚ ŚĞƌĞŝŶ ĐĂƵƐĞĚ ďǇ ĂŶǇ ǁŝůůĨƵů ŵŝƐĐŽŶĚƵĐƚ Žƌ ŶĞŐůŝŐĞŶƚ ĂĐƚ Žƌ ŽŵŝƐƐŝŽŶ ŽĨ ƚŚĞ ŽŶƚƌĂĐƚŽƌ͕ĂŶǇƐƵďĐŽŶƚƌĂĐƚŽƌ͕ĂŶǇŽŶĞĚŝƌĞĐƚůǇŽƌŝŶĚŝƌĞĐƚůǇĞŵƉůŽǇĞĚďǇĂŶǇŽĨƚŚĞŵŽƌĂŶǇŽŶĞĨŽƌǁŚŽƐĞ ĂĐƚƐĂŶǇŽĨƚŚĞŵŵĂǇďĞůŝĂďůĞ͘

/Ĩ ŽŶƚƌĂĐƚŽƌ͛Ɛ ŽďůŝŐĂƚŝŽŶ ƚŽ ĚĞĨĞŶĚ͕ ŝŶĚĞŵŶŝĨǇ͕ ĂŶĚͬŽƌ ŚŽůĚ ŚĂ ƌŵůĞƐƐ ĂƌŝƐĞƐ ŽƵƚ ŽĨ ŽŶƚƌĂĐƚŽƌ͛Ɛ ƉĞƌĨŽƌŵĂŶĐĞĂƐĂ͞ĚĞƐŝŐŶƉƌŽĨĞƐƐŝŽŶĂů͟;ĂƐƚŚĂƚƚĞƌŵŝƐĚĞĨŝŶĞĚƵŶĚĞƌŝǀŝůŽĚĞƐĞĐƚŝŽŶϮϳϴϮ͘ϴͿ͕ƚŚĞŶ͕ ĂŶĚ ŽŶůǇ ƚŽ ƚŚĞ ĞǆƚĞŶƚ ƌĞƋƵŝƌĞĚ ďǇ ŝǀŝů ŽĚĞ ^ĞĐƚŝŽŶ ϮϳϴϮ͘ϴ͕ ǁ ŚŝĐŚ ŝƐ ĨƵůůǇ ŝŶĐŽƌƉŽƌĂƚĞĚ ŚĞƌĞŝŶ͕ ŽŶƚƌĂĐƚŽƌ͛ƐŝŶĚĞŵŶŝĨŝĐĂƚŝŽŶŽďůŝŐĂƚŝŽŶƐŚĂůůďĞůŝŵŝƚĞĚƚŽĐůĂŝŵƐƚŚĂƚĂƌŝƐĞŽƵƚŽĨ͕ƉĞƌƚĂŝŶƚŽ͕ŽƌƌĞůĂƚĞƚŽ ƚŚĞŶĞŐůŝŐĞŶĐĞ͕ƌĞĐŬůĞƐƐŶĞƐƐ͕ŽƌǁŝůůĨƵůŵŝƐĐŽŶĚƵĐƚŽĨƚŚĞŽŶƚ ƌĂĐƚŽƌ͕ĂŶĚ͕ƵƉŽŶŽŶƚƌĂĐƚŽƌŽďƚĂŝŶŝŶŐ Ă ĨŝŶĂůĂĚũƵĚŝĐĂƚŝŽŶďǇĂĐŽƵƌƚŽĨĐŽŵƉĞƚĞŶƚũƵƌŝƐĚŝĐƚŝŽŶ͘ŽŶƚƌĂ ĐƚŽƌ͛ƐůŝĂďŝůŝƚǇĨŽƌƐƵĐŚĐůĂŝŵ͕ŝŶĐůƵĚŝŶŐƚŚĞ ĐŽƐƚƚŽĚĞĨĞŶĚ͕ƐŚĂůůŶŽƚĞǆĐĞĞĚƚŚĞŽŶƚƌĂĐƚŽƌ͛ƐƉƌŽƉŽƌƚŝŽŶĂƚĞƉĞƌĐĞŶƚĂŐĞŽĨĨĂƵůƚ͘
dŚĞ ƉĂƌƚŝĞƐ ĞǆƉƌĞƐƐůǇ ĂŐƌĞĞ ƚŚĂƚ ĂŶǇ ƉĂǇŵĞŶƚ͕ ĂƚƚŽƌŶĞǇ͛Ɛ ĨĞĞ͕ ĐŽƐƚƐ Žƌ ĞǆƉĞŶƐĞ Dt Žƌ ƚŚĞ ŝƚǇ ŽĨ ĂƌůƐďĂĚ ŝŶĐƵƌƐ Žƌ ŵĂŬĞƐ ƚŽ Žƌ ŽŶ ďĞŚĂůĨ ŽĨ ĂŶ ŝŶũƵƌĞĚ ĞŵƉůŽǇĞĞ ƵŶĚĞƌ Dt͛Ɛ ƐĞůĨͲĂĚŵŝŶŝƐƚĞƌĞĚ ǁŽƌŬĞƌƐ͛ĐŽŵƉĞŶƐĂƚŝŽŶŝƐŝŶĐůƵĚĞĚĂƐĂůŽƐƐ͕ĞǆƉĞŶƐĞŽƌĐŽƐƚĨŽƌƚŚĞƉƵƌƉŽƐĞƐŽĨƚŚŝƐƐĞĐƚŝŽŶ͕ĂŶĚƚŚĂƚƚŚŝƐ ƐĞĐƚŝŽŶǁŝůůƐƵƌǀŝǀĞƚŚĞĞǆƉŝƌĂƚŝŽŶŽƌĞĂƌůǇƚĞƌŵŝŶĂƚŝŽŶŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͘
ϭϯ͘ /E^hZE

ŽŶƚƌĂĐƚŽƌ ǁŝůů ŽďƚĂŝŶ ĂŶĚ ŵĂŝŶƚĂŝŶ ĨŽƌ ƚŚĞ ĚƵƌĂƚŝŽŶ ŽĨ ƚŚĞ ŐƌĞĞŵĞŶƚ ĂŶĚ ĂŶǇ ĂŶĚ Ăůů ĂŵĞŶĚŵĞŶƚƐ͕ ŝŶƐƵƌĂŶĐĞ ĂŐĂŝŶƐƚ ĐůĂŝŵƐ ĨŽƌ ŝŶũƵƌŝĞƐ ƚŽ ƉĞƌƐŽŶƐ Žƌ ĚĂŵĂŐĞ ƚŽ ƉƌŽƉĞƌƚǇ ǁŚŝĐŚ ŵĂǇ ĂƌŝƐĞ ŽƵƚ ŽĨ Žƌ ŝŶ ĐŽŶŶĞĐƚŝŽŶ ǁŝƚŚ ƉĞƌĨŽƌŵĂŶĐĞ ŽĨ ƚŚĞ ƐĞƌǀŝĐĞƐ ďǇ ŽŶƚƌĂĐƚŽƌ Žƌ ŽŶƚƌĂĐƚŽƌ͛Ɛ ĂŐĞŶƚƐ͕ ƌĞƉƌĞƐĞŶƚĂƚŝǀĞƐ͕ ĞŵƉůŽǇĞĞƐ Žƌ ƐƵďĐŽŶƚƌĂĐƚŽƌƐ͘ dŚĞ ŝŶƐƵƌĂŶĐĞ ǁŝůů ďĞ ŽďƚĂŝŶĞĚ ĨƌŽŵ ĂŶ ŝŶƐƵƌĂŶĐĞ ĐĂƌƌŝĞƌ ĂĚŵŝƚƚĞĚ ĂŶĚ ĂƵƚŚŽƌŝǌĞĚƚŽĚŽďƵƐŝŶĞƐƐŝŶƚŚĞ^ƚĂƚĞŽĨĂůŝĨŽƌŶŝĂ͘dŚĞŝŶƐƵƌ ĂŶĐĞĐĂƌƌŝĞƌŝƐƌĞƋƵŝƌĞĚƚŽŚĂǀĞĂĐƵƌƌĞŶƚ ĞƐƚΖƐ<ĞǇZĂƚŝŶŐŽĨŶŽƚůĞƐƐƚŚĂŶΗͲ͗s//Η͖KZǁŝƚŚĂƐƵƌƉůƵƐůŝŶĞŝŶƐƵƌĞƌŽŶƚŚĞ^ƚĂƚĞŽĨĂůŝĨŽƌŶŝĂ͛Ɛ>ŝƐƚŽĨ ƉƉƌŽǀĞĚ^ƵƌƉůƵƐ>ŝŶĞ/ŶƐƵƌĞƌƐ;>^>/ͿǁŝƚŚĂƌĂƚŝŶŐŝŶƚŚĞůĂƚĞƐƚĞƐƚ͛Ɛ<ĞǇZĂƚŝŶŐ'ƵŝĚĞŽĨĂƚůĞĂƐƚ͗͞y͖͟ KZĂŶĂůŝĞŶŶŽŶͲĂĚŵŝƚƚĞĚŝŶƐƵƌĞƌůŝƐƚĞĚďǇƚŚĞEĂƚŝŽŶĂůƐƐŽĐŝĂ ƚŝŽŶŽĨ/ŶƐƵƌĂŶĐĞŽŵŵŝƐƐŝŽŶĞƌƐ;E/Ϳ ůĂƚĞƐƚƋƵĂƌƚĞƌůǇůŝƐƚŝŶŐƐƌĞƉŽƌƚ͘

ϭϯ͘ϭ ŽǀĞƌĂŐĞƐ ĂŶĚ >ŝŵŝƚƐ͘ ŽŶƚƌĂĐƚŽƌ ǁŝůů ŵĂŝŶƚĂŝŶ ƚŚĞ ƚǇƉĞƐ Ž Ĩ ĐŽǀĞƌĂŐĞƐ ĂŶĚ ŵŝŶŝŵƵŵ ůŝŵŝƚƐ ŝŶĚŝĐĂƚĞĚ ďĞůŽǁ͕ ƵŶůĞƐƐ ZŝƐŬ DĂŶĂŐĞƌ Žƌ ŝƚǇ DĂŶĂŐĞƌ ĂƉƉƌŽǀĞƐ Ă ůŽǁĞƌ ĂŵŽƵŶƚ͘ dŚĞƐĞ ŵŝŶŝŵƵŵ ĂŵŽƵŶƚƐŽĨĐŽǀĞƌĂŐĞǁŝůůŶŽƚĐŽŶƐƚŝƚƵƚĞĂŶǇůŝŵŝƚĂƚŝŽŶƐŽƌĐĂƉŽŶŽŶƚƌĂĐƚŽƌΖƐŝŶĚĞŵŶŝĨŝĐĂƚŝŽŶŽďůŝŐĂƚŝŽŶƐ

Nov. 12, 2024
Item #2 Page 147 of 680
dd,D
Ed:
W^ϮϱͲϯϱϲϱ
WĂŐĞϱ 'ĞŶĞƌĂůŽƵŶƐĞůƉƉƌŽǀĞĚϱͬϮϮͬϮϬϮϰ

ƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚ͘ŝƚǇ͕ŝƚƐŽĨĨŝĐĞƌƐ͕ĂŐĞŶƚƐĂŶĚĞŵƉůŽǇĞĞƐ ŵĂŬĞŶŽƌĞƉƌĞƐĞŶƚĂƚŝŽŶƚŚĂƚƚŚĞůŝŵŝƚƐŽĨ ƚŚĞŝŶƐƵƌĂŶĐĞƐƉĞĐŝĨŝĞĚƚŽďĞĐĂƌƌŝĞĚďǇŽŶƚƌĂĐƚŽƌƉƵƌƐƵĂŶƚƚŽ ƚŚŝƐŐƌĞĞŵĞŶƚĂƌĞĂĚĞƋƵĂƚĞƚŽƉƌŽƚĞĐƚ ŽŶƚƌĂĐƚŽƌ͘ /Ĩ ŽŶƚƌĂĐƚŽƌ ďĞůŝĞǀĞƐ ƚŚĂƚ ĂŶǇ ƌĞƋƵŝƌĞĚ ŝŶƐƵƌĂŶĐĞĐŽǀĞƌĂŐĞ ŝƐ ŝŶĂĚĞƋƵĂƚĞ͕ ŽŶƚƌĂĐƚŽƌ ǁŝůů ŽďƚĂŝŶƐƵĐŚĂĚĚŝƚŝŽŶĂůŝŶƐƵƌĂŶĐĞĐŽǀĞƌĂŐĞ͕ĂƐŽŶƚƌĂĐƚŽƌĚĞĞŵƐ ĂĚĞƋƵĂƚĞ͕ĂƚŽŶƚƌĂĐƚŽƌΖƐƐŽůĞĞǆƉĞŶƐĞ͘ dŚĞ ĨƵůů ůŝŵŝƚƐ ĂǀĂŝůĂďůĞ ƚŽ ƚŚĞ ŶĂŵĞĚ ŝŶƐƵƌĞĚ ƐŚĂůů ĂůƐŽ ďĞ ĂǀĂŝůĂďůĞ ĂŶĚ ĂƉƉůŝĐĂďůĞ ƚŽ ƚŚĞ ŝƚǇ ĂƐ ĂŶ ĂĚĚŝƚŝŽŶĂůŝŶƐƵƌĞĚ͘

ϭϯ͘ϭ͘ϭ ŽŵŵĞƌĐŝĂů'ĞŶĞƌĂů>ŝĂďŝůŝƚǇ;'>Ϳ/ŶƐƵƌĂŶĐĞ͘/ŶƐƵƌĂŶĐĞǁƌŝƚƚĞŶŽŶĂŶ͞ŽĐĐƵƌƌĞŶĐĞ͟ďĂƐŝƐ͕ ŝŶĐůƵĚŝŶŐƉĞƌƐŽŶĂůΘĂĚǀĞƌƚŝƐŝŶŐŝŶũƵƌǇ͕ǁŝƚŚůŝŵŝƚƐŶŽůĞƐƐƚŚĂŶΨϮ͕ϬϬϬ͕ϬϬϬƉĞƌŽĐĐƵƌƌĞŶĐĞ͘/ĨĂŐĞŶĞƌĂů ĂŐŐƌĞŐĂƚĞůŝŵŝƚĂƉƉůŝĞƐ͕ĞŝƚŚĞƌƚŚĞŐĞŶĞƌĂůĂŐŐƌĞŐĂƚĞůŝŵŝƚƐŚĂůůĂƉƉůǇƐĞƉĂƌĂƚĞůǇƚŽƚŚŝƐƉƌŽũĞĐƚͬůŽĐĂƚŝŽŶ ŽƌƚŚĞŐĞŶĞƌĂůĂŐŐƌĞŐĂƚĞůŝŵŝƚƐŚĂůůďĞƚǁŝĐĞƚŚĞƌĞƋƵŝƌĞĚŽĐĐƵƌƌĞŶĐĞůŝŵŝƚ͘
ϭϯ͘ϭ͘Ϯ ƵƚŽŵŽďŝůĞ>ŝĂďŝůŝƚǇ͘ ;/Ĩ ƚŚĞƵƐĞŽĨ ĂŶĂƵƚŽŵŽďŝůĞŝƐ ŝŶ ǀŽůǀĞĚĨŽƌ ŽŶƚƌĂĐƚŽƌΖƐ ǁŽƌŬĨŽƌ ŝƚǇͿ͘ΨϮ͕ϬϬϬ͕ϬϬϬĐŽŵďŝŶĞĚƐŝŶŐůĞͲůŝŵŝƚƉĞƌĂĐĐŝĚĞŶƚĨŽƌďŽĚŝůǇŝŶũƵƌǇĂŶĚƉƌŽƉĞƌƚǇĚĂŵĂŐĞ͘
ϭϯ͘ϭ͘ϯ tŽƌŬĞƌƐΖ ŽŵƉĞŶƐĂƚŝŽŶ ĂŶĚ
ŵƉůŽǇĞƌΖƐ >ŝĂďŝůŝƚǇ͘ tŽƌŬĞƌƐΖ ŽŵƉĞŶƐĂƚŝŽŶ ůŝŵŝƚƐ ĂƐ ƌĞƋƵŝƌĞĚďǇƚŚĞĂůŝĨŽƌŶŝĂ>ĂďŽƌŽĚĞ͘tŽƌŬĞƌƐΖŽŵƉĞŶƐĂƚŝŽŶǁŝ ůůŶŽƚďĞƌĞƋƵŝƌĞĚŝĨŽŶƚƌĂĐƚŽƌŚĂƐŶŽ ĞŵƉůŽǇĞĞƐĂŶĚƉƌŽǀŝĚĞƐ͕ƚŽDt͛ƐƐĂƚŝƐĨĂĐƚŝŽŶ͕ĂĚĞĐůĂƌĂƚŝŽŶƐƚĂƚŝŶŐƚŚŝƐ͘
ϭϯ͘ϭ͘ϰ WƌŽĨĞƐƐŝŽŶĂů>ŝĂďŝůŝƚǇ͘
ƌƌŽƌƐĂŶĚŽŵŝƐƐŝŽŶƐůŝĂďŝůŝƚǇĂ ƉƉƌŽƉƌŝĂƚĞƚŽŽŶƚƌĂĐƚŽƌ͛ƐƉƌŽĨĞƐƐŝŽŶ ǁŝƚŚůŝŵŝƚƐŽĨŶŽƚůĞƐƐƚŚĂŶΨϭ͕ϬϬϬ͕ϬϬϬƉĞƌĐůĂŝŵ͘ŽǀĞƌĂŐĞŵƵƐ ƚďĞŵĂŝŶƚĂŝŶĞĚĨŽƌĂƉĞƌŝŽĚŽĨĨŝǀĞǇĞĂƌƐ ĨŽůůŽǁŝŶŐƚŚĞĚĂƚĞŽĨĐŽŵƉůĞƚŝŽŶŽĨƚŚĞǁŽƌŬ͘

ϭϯ͘Ϯ͘ ĚĚŝƚŝŽŶĂů WƌŽǀŝƐŝŽŶƐ͘ ŽŶƚƌĂĐƚŽƌ ǁŝůůĞŶƐƵƌĞ ƚŚĂƚ ƚŚĞƉŽ ůŝĐŝĞƐ ŽĨ ŝŶƐƵƌĂŶĐĞƌĞƋƵŝƌĞĚƵŶĚĞƌƚŚŝƐ ŐƌĞĞŵĞŶƚĐŽŶƚĂŝŶ͕ŽƌĂƌĞĞŶĚŽƌƐĞĚƚŽĐŽŶƚĂŝŶ͕ƚŚĞĨŽůůŽǁŝŶŐƉƌŽǀŝƐŝŽŶƐ͗
ϭϯ͘Ϯ͘ϭ DtǁŝůůďĞŶĂŵĞĚĂƐĂŶĂĚĚŝƚŝŽŶĂůŝŶƐƵƌĞĚŽŶ'ĞŶĞƌĂů> ŝĂďŝůŝƚǇǁŚŝĐŚƐŚĂůůƉƌŽǀŝĚĞ ƉƌŝŵĂƌǇĐŽǀĞƌĂŐĞƚŽDt͘

ϭϯ͘Ϯ͘Ϯ ŽŶƚƌĂĐƚŽƌǁŝůůŽďƚĂŝŶŽĐĐƵƌƌĞŶĐĞĐŽǀĞƌĂŐĞ͕ĞǆĐůƵĚŝŶŐWƌŽĨĞƐƐŝŽŶĂů>ŝĂďŝůŝƚǇ͕ǁŚŝĐŚǁŝůůďĞ ǁƌŝƚƚĞŶĂƐĐůĂŝŵƐͲŵĂĚĞĐŽǀĞƌĂŐĞ͘

ϭϯ͘Ϯ͘ϯ /ĨŽŶƚƌĂĐƚŽƌŵĂŝŶƚĂŝŶƐŚŝŐŚĞƌůŝŵŝƚƐƚŚĂŶƚŚĞŵŝŶŝŵƵŵƐ ƐŚŽǁŶĂďŽǀĞ͕ƚŚĞŝƚǇƌĞƋƵŝƌĞƐ ĂŶĚǁŝůůďĞĞŶƚŝƚůĞĚƚŽĐŽǀĞƌĂŐĞĨŽƌƚŚĞŚŝŐŚĞƌůŝŵŝƚƐŵĂŝŶƚĂŝŶ ĞĚďǇŽŶƚƌĂĐƚŽƌ͘ŶǇĂǀĂŝůĂďůĞŝŶƐƵƌĂŶĐĞ ƉƌŽĐĞĞĚƐŝŶĞǆĐĞƐƐŽĨƚŚĞƐƉĞĐŝĨŝĞĚŵŝŶŝŵƵŵůŝŵŝƚƐŽĨŝŶƐƵƌĂŶĐĞĂŶĚĐŽǀĞƌĂŐĞǁŝůůďĞĂǀĂŝůĂďůĞƚŽƚŚĞŝƚǇ͘͟
ϭϯ͘Ϯ͘ϰ dŚŝƐŝŶƐƵƌĂŶĐĞǁŝůůďĞŝŶĨŽƌĐĞĚƵƌŝŶŐƚŚĞůŝĨĞŽĨƚŚĞ ŐƌĞĞŵĞŶƚĂŶĚĂŶǇĞǆƚĞŶƐŝŽŶƐŽĨŝƚ ĂŶĚ ǁŝůů ŶŽƚ ďĞ ĐĂŶĐĞůĞĚ ǁŝƚŚŽƵƚ ƚŚŝƌƚǇ ;ϯϬͿ ĚĂǇƐ ƉƌŝŽƌ ǁƌŝƚƚĞŶ ŶŽƚŝĐĞ ƚŽ Dt ƐĞŶƚ ďǇ ĐĞƌƚŝĨŝĞĚ ŵĂŝů ƉƵƌƐƵĂŶƚƚŽƚŚĞEŽƚŝĐĞƉƌŽǀŝƐŝŽŶƐŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͘

ϭϯ͘ϯ WƌŽǀŝĚŝŶŐ ĞƌƚŝĨŝĐĂƚĞƐ ŽĨ /ŶƐƵƌĂŶĐĞ ĂŶĚ
ŶĚŽƌƐĞŵĞŶƚƐ͘ WƌŝŽ ƌ ƚŽ Dt͛Ɛ ĞǆĞĐƵƚŝŽŶ ŽĨ ƚŚŝƐ
ŐƌĞĞŵĞŶƚ͕ŽŶƚƌĂĐƚŽƌǁŝůůĨƵƌŶŝƐŚĐĞƌƚŝĨŝĐĂƚĞƐŽĨŝŶƐƵƌĂŶĐĞĂŶĚĞŶĚŽƌƐĞŵĞŶƚƐƚŽDt͘
ϭϯ͘ϰ &ĂŝůƵƌĞƚŽDĂŝŶƚĂŝŶŽǀĞƌĂŐĞ͘/ĨŽŶƚƌĂĐƚŽƌĨĂŝůƐƚŽŵĂŝŶƚĂŝŶĂŶǇŽĨƚŚĞƐĞŝŶƐƵƌĂŶĐĞĐŽǀĞƌĂŐĞƐ͕ ƚŚĞŶDtǁŝůůŚĂǀĞƚŚĞŽƉƚŝŽŶƚŽĚĞĐůĂƌĞŽŶƚƌĂĐƚŽƌŝŶďƌĞĂĐŚ͕ŽƌŵĂǇƉƵƌĐŚĂƐĞƌĞƉůĂĐĞŵĞŶƚŝŶƐƵƌĂŶĐĞ Žƌ ƉĂǇ ƚŚĞ ƉƌĞŵŝƵŵƐ ƚŚĂƚ ĂƌĞ ĚƵĞ ŽŶ ĞǆŝƐƚŝŶŐ ƉŽůŝĐŝĞƐ ŝŶ ŽƌĚĞƌƚŽ ŵĂŝŶƚĂŝŶ ƚŚĞ ƌĞƋƵŝƌĞĚ ĐŽǀĞƌĂŐĞƐ͘ ŽŶƚƌĂĐƚŽƌŝƐƌĞƐƉŽŶƐŝďůĞĨŽƌĂŶǇƉĂǇŵĞŶƚƐŵĂĚĞďǇDtƚŽŽďƚĂ ŝŶŽƌŵĂŝŶƚĂŝŶŝŶƐƵƌĂŶĐĞĂŶĚDt

Nov. 12, 2024
Item #2 Page 148 of 680
dd,D
Ed:
W^ϮϱͲϯϱϲϱ
WĂŐĞϲ 'ĞŶĞƌĂůŽƵŶƐĞůƉƉƌŽǀĞĚϱͬϮϮͬϮϬϮϰ

ŵĂǇĐŽůůĞĐƚƚŚĞƐĞƉĂǇŵĞŶƚƐĨƌŽŵŽŶƚƌĂĐƚŽƌŽƌĚĞĚƵĐƚƚŚĞĂŵŽƵŶƚ ƉĂŝĚĨƌŽŵĂŶǇƐƵŵƐĚƵĞŽŶƚƌĂĐƚŽƌ ƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚ͘

ϭϯ͘ϱ ^ƵďŵŝƐƐŝŽŶŽĨ/ŶƐƵƌĂŶĐĞWŽůŝĐŝĞƐ͘DtƌĞƐĞƌǀĞƐƚŚĞƌŝŐŚƚ ƚŽƌĞƋƵŝƌĞ͕ĂƚĂŶǇƚŝŵĞ͕ĐŽŵƉůĞƚĞĂŶĚ ĐĞƌƚŝĨŝĞĚĐŽƉŝĞƐŽĨĂŶǇŽƌĂůůƌĞƋƵŝƌĞĚŝŶƐƵƌĂŶĐĞƉŽůŝĐŝĞƐĂŶĚĞŶĚŽƌƐĞŵĞŶƚƐ͘
ϭϰ͘ h^/E
^^>/
E^

ŽŶƚƌĂĐƚŽƌǁŝůůŽďƚĂŝŶĂŶĚŵĂŝŶƚĂŝŶĂŝƚǇŽĨĂƌůƐďĂĚƵƐŝŶĞƐƐ>ŝĐĞŶƐĞĨŽƌƚŚĞƚĞƌŵŽĨƚŚĞŐƌĞĞŵĞŶƚ͕ĂƐ ŵĂǇďĞĂŵĞŶĚĞĚĨƌŽŵƚŝŵĞͲƚŽͲƚŝŵĞ͘

ϭϱ͘ KhEd/E'Z
KZ^
ŽŶƚƌĂĐƚŽƌ ǁŝůů ŵĂŝŶƚĂŝŶ ĐŽŵƉůĞƚĞ ĂŶĚ ĂĐĐƵƌĂƚĞ ƌĞĐŽƌĚƐ ǁŝƚŚ ƌĞƐ ƉĞĐƚ ƚŽ ĐŽƐƚƐ ŝŶĐƵƌƌĞĚ ƵŶĚĞƌ ƚŚŝƐ ŐƌĞĞŵĞŶƚ͘ůůƌĞĐŽƌĚƐǁŝůůďĞĐůĞĂƌůǇŝĚĞŶƚŝĨŝĂďůĞ͘ŽŶƚƌĂĐƚŽƌǁŝůůĂůůŽǁĂƌĞƉƌĞƐĞŶƚĂƚŝǀĞŽĨDtĚƵƌŝŶŐ ŶŽƌŵĂů ďƵƐŝŶĞƐƐ ŚŽƵƌƐ ƚŽ ĞǆĂŵŝŶĞ͕ ĂƵĚŝƚ͕ ĂŶĚ ŵĂŬĞ ƚƌĂŶƐĐƌŝƉƚƐ Žƌ ĐŽƉŝĞƐ ŽĨ ƌĞĐŽƌĚƐ ĂŶĚ ĂŶǇ ŽƚŚĞƌ ĚŽĐƵŵĞŶƚƐ ĐƌĞĂƚĞĚ ƉƵƌƐƵĂŶƚ ƚŽ ƚŚŝƐ ŐƌĞĞŵĞŶƚ͘ ŽŶƚƌĂĐƚŽƌ ǁŝůů ĂůůŽǁ ŝŶƐƉĞĐƚŝŽŶ ŽĨ Ăůů ǁŽƌŬ͕ ĚĂƚĂ͕ ĚŽĐƵŵĞŶƚƐ͕ƉƌŽĐĞĞĚŝŶŐƐ͕ĂŶĚĂĐƚŝǀŝƚŝĞƐƌĞůĂƚĞĚƚŽƚŚĞŐƌĞĞŵĞŶƚ ĨŽƌĂƉĞƌŝŽĚŽĨĨŽƵƌ;ϰͿǇĞĂƌƐĨƌŽŵƚŚĞ ĚĂƚĞŽĨĨŝŶĂůƉĂǇŵĞŶƚƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚ͘

ϭϲ͘ KtE
Z^,/WK&KhD
Ed^
ůůǁŽƌŬƉƌŽĚƵĐƚƉƌŽĚƵĐĞĚďǇŽŶƚƌĂĐƚŽƌŽƌŝƚƐĂŐĞŶƚƐ͕ĞŵƉůŽǇĞĞ Ɛ͕ĂŶĚƐƵďĐŽŶƚƌĂĐƚŽƌƐƉƵƌƐƵĂŶƚƚŽƚŚŝƐ ŐƌĞĞŵĞŶƚ ŝƐ ƚŚĞ ƉƌŽƉĞƌƚǇ ŽĨ Dt͘ /Ŷ ƚŚĞ ĞǀĞŶƚ ƚŚŝƐ ŐƌĞĞŵĞŶƚ ŝƐ ƚĞƌŵŝŶĂƚĞĚ͕ Ăůů ǁŽƌŬ ƉƌŽĚƵĐƚ ƉƌŽĚƵĐĞĚďǇŽŶƚƌĂĐƚŽƌŽƌŝƚƐĂŐ ĞŶƚƐ͕ĞŵƉůŽǇĞĞƐĂŶĚƐƵďĐŽŶƚƌĂĐƚ ŽƌƐƉƵƌƐƵĂŶƚƚŽƚŚŝƐŐƌĞĞŵĞŶƚǁŝůůďĞ ĚĞůŝǀĞƌĞĚĂƚŽŶĐĞƚŽDt͘ŽŶƚƌĂĐƚŽƌǁŝůůŚĂǀĞƚŚĞƌŝŐŚƚƚŽŵĂŬĞŽŶĞ;ϭͿĐŽƉǇŽĨƚŚĞǁŽƌŬƉƌŽĚƵĐƚĨŽƌ ŽŶƚƌĂĐƚŽƌ͛ƐƌĞĐŽƌĚƐ͘

ϭϳ͘ KWzZ/',d^
ŽŶƚƌĂĐƚŽƌĂŐƌĞĞƐƚŚĂƚĂůůĐŽƉǇƌŝŐŚƚƐƚŚĂƚĂƌŝƐĞĨƌŽŵƚŚĞƐĞƌǀŝ ĐĞƐǁŝůůďĞǀĞƐƚĞĚŝŶDtĂŶĚŽŶƚƌĂĐƚŽƌ ƌĞůŝŶƋƵŝƐŚĞƐĂůůĐůĂŝŵƐƚŽƚŚĞĐŽƉǇƌŝŐŚƚƐŝŶĨĂǀŽƌŽĨDt͘
ϭϴ͘ EKd/
^
dŚĞŶĂŵĞŽĨƚŚĞƉĞƌƐŽŶƐǁŚŽĂƌĞĂƵƚŚŽƌŝǌĞĚƚŽŐŝǀĞǁƌŝƚƚĞŶŶŽƚŝĐĞŽƌƚŽƌĞĐĞŝǀĞǁƌŝƚƚĞŶŶŽƚŝĐĞŽŶďĞŚĂůĨ ŽĨDtĂŶĚŽŶďĞŚĂůĨŽĨŽŶƚƌĂĐƚŽƌƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚ͘
&ŽƌDt͗ &ŽƌŽŶƚƌĂĐƚŽƌ͗
EĂŵĞ
ůĞŝĚĂ&ĞůŝǆzĂĐŬĞů EĂŵĞ d͘͘DƵĞůůĞƌ
dŝƚůĞ ^ĞŶŝŽƌŽŶƚƌĂĐƚĚŵŝŶŝƐƚƌĂƚŽƌ dŝƚůĞ s͘W͘&ŝĞůĚKƉĞƌĂƚŝŽŶƐ ĞƉƚ WƵďůŝĐtŽƌŬƐ ĚĚƌĞƐƐ ϭϮϬE͘ŶĚƌĞĂƐĞŶƌ͘
Z>^DhE//W>td
Z/^dZ/d
ƐĐŽŶĚŝĚŽ͕ϵϮϬϮϵ
ĚĚƌĞƐƐ ϭϲϯϱ&ĂƌĂĚĂǇǀĞŶƵĞ WŚŽŶĞ
DŽďŝůĞ
ϳϲϬͲϮϵϰͲϵϰϰϵĞǆƚ͘ϭϬϯ
ϲϭϵͲϮϰϳͲϭϮϬϴ
ĂƌůƐďĂĚ͕ϵϮϬϬϴ
ŵĂŝů ƚĐΛƵƐŝƉŽƚŚŽůĞ͘ĐŽŵ
WŚŽŶĞ ϰϰϮͲϯϯϵͲϮϳϲϳ

ĂĐŚƉĂƌƚǇǁŝůůŶŽƚŝĨǇƚŚĞŽƚŚĞƌŝŵŵĞĚŝĂƚĞůǇŽĨĂŶǇĐŚĂŶŐĞƐŽĨ ĂĚĚƌĞƐƐƚŚĂƚǁŽƵůĚƌĞƋƵŝƌĞĂŶǇŶŽƚŝĐĞŽƌ ĚĞůŝǀĞƌǇƚŽďĞĚŝƌĞĐƚĞĚƚŽĂŶŽƚŚĞƌĂĚĚƌĞƐƐ͘

Nov. 12, 2024
Item #2 Page 149 of 680
dd,D
Ed:
W^ϮϱͲϯϱϲϱ
WĂŐĞϳ 'ĞŶĞƌĂůŽƵŶƐĞůƉƉƌŽǀĞĚϱͬϮϮͬϮϬϮϰ

ϭϵ͘ '
E
Z>KDW>/E
t/d,>t^
ŽŶƚƌĂĐƚŽƌǁŝůůŬĞĞƉĨƵůůǇŝŶĨŽƌŵĞĚŽĨĨĞĚĞƌĂů͕ƐƚĂƚĞĂŶĚůŽĐĂů ůĂǁƐĂŶĚŽƌĚŝŶĂŶĐĞƐĂŶĚƌĞŐƵůĂƚŝŽŶƐǁŚŝĐŚ ŝŶĂŶǇŵĂŶŶĞƌĂĨĨĞĐƚƚŚŽƐĞĞŵƉůŽǇĞĚďǇŽŶƚƌĂĐƚŽƌ͕ŽƌŝŶĂŶǇǁĂǇĂĨĨĞĐƚƚŚĞƉĞƌĨŽƌŵĂŶĐĞŽĨƚŚĞ^ĞƌǀŝĐĞƐ ďǇ ŽŶƚƌĂĐƚŽƌ͘ ŽŶƚƌĂĐƚŽƌ ǁŝůů Ăƚ Ăůů ƚŝŵĞƐ ŽďƐĞƌǀĞ ĂŶĚ ĐŽŵƉůǇ ǁŝƚŚ ƚŚĞƐĞ ůĂǁƐ͕ ŽƌĚŝŶĂŶĐĞƐ͕ ĂŶĚ ƌĞŐƵůĂƚŝŽŶƐĂŶĚǁŝůůďĞƌĞƐƉŽŶƐŝďůĞĨŽƌƚŚĞĐŽŵƉůŝĂŶĐĞŽĨŽŶƚƌ ĂĐƚŽƌΖƐƐĞƌǀŝĐĞƐǁŝƚŚĂůůĂƉƉůŝĐĂďůĞůĂǁƐ͕ ŽƌĚŝŶĂŶĐĞƐĂŶĚƌĞŐƵůĂƚŝŽŶƐ͘
ŽŶƚƌĂĐƚŽƌǁŝůůďĞĂǁĂƌĞŽĨƚŚĞƌĞƋƵŝƌĞŵĞŶƚƐŽĨƚŚĞ/ŵŵŝŐƌĂƚŝŽŶZĞĨŽƌŵĂŶĚŽŶƚƌŽůĐƚŽĨϭϵϴϲĂŶĚǁŝůů ĐŽŵƉůǇǁŝƚŚƚŚŽƐĞƌĞƋƵŝƌĞŵĞŶƚƐ͕ŝŶĐůƵĚŝŶŐ͕ďƵƚŶŽƚůŝŵŝƚĞĚƚŽ͕ ǀĞƌŝĨǇŝŶŐƚŚĞĞůŝŐŝďŝůŝƚǇĨŽƌĞŵƉůŽǇŵĞŶƚŽĨ ĂůůĂŐĞŶƚƐ͕ĞŵƉůŽǇĞĞƐ͕ƐƵďĐŽŶƚƌĂĐƚŽƌƐĂŶĚĐŽŶƐƵůƚĂŶƚƐǁŚŽƐĞƐĞƌǀŝĐĞƐĂƌĞƌĞƋƵŝƌĞĚďǇƚŚŝƐŐƌĞĞŵĞŶƚ͘
ϮϬ͘ >/&KZE//ZZ
^KhZ
^KZ;ZͿsE
>
E&>

d^Z
'h>d/KE^
ŽŶƚƌĂĐƚŽƌ͛ƐǀĞŚŝĐůĞƐ ǁŝƚŚĂ ŐƌŽƐƐ ǀĞŚŝĐůĞǁĞŝŐŚƚ ƌĂƚŝŶŐ ŐƌĞĂƚĞƌƚŚĂŶ ϴ͕ϱϬϬ ůďƐ͘ ĂŶĚ ůŝŐŚƚͲĚƵƚǇƉĂĐŬĂŐĞ ĚĞůŝǀĞƌǇ ǀĞŚŝĐůĞƐ ŽƉĞƌĂƚĞĚ ŝŶ ĂůŝĨŽƌŶŝĂ ŵĂǇ ďĞ ƐƵďũĞĐƚ ƚŽ ƚŚĞ ĂůŝĨŽƌŶŝĂ ŝƌ ZĞƐŽƵƌĐĞƐ ŽĂƌĚ ;ZͿ ĚǀĂŶĐĞĚůĞĂŶ &ůĞĞƚƐƌĞŐƵůĂƚŝŽŶƐ͘^ƵĐŚ ǀĞŚŝĐůĞƐ ŵĂǇ ƚŚĞƌĞĨŽƌĞďĞƐƵďũĞĐƚ ƚŽ ƌĞƋƵŝƌĞŵĞŶƚƐ ƚŽ ƌĞĚƵĐĞ ĞŵŝƐƐŝŽŶƐŽĨĂŝƌƉŽůůƵƚĂŶƚƐ͘&ŽƌŵŽƌĞŝŶĨŽƌŵĂƚŝŽŶ͕ƉůĞĂƐĞǀŝƐŝƚ ƚŚĞZĚǀĂŶĐĞĚůĞĂŶ&ůĞĞƚƐǁĞďƉĂŐĞ ĂƚŚƚƚƉƐ͗ͬͬǁǁϮ͘Ăƌď͘ĐĂ͘ŐŽǀͬŽƵƌͲǁŽƌŬͬƉƌŽŐƌĂŵƐͬĂĚǀĂŶĐĞĚͲĐůĞĂŶͲĨůĞĞƚƐ͘
Ϯϭ͘ /^Z/D/Ed/KEE,Z^^D
EdWZK,//d

ŽŶƚƌĂĐƚŽƌ ǁŝůů ĐŽŵƉůǇ ǁŝƚŚ Ăůů ĂƉƉůŝĐĂďůĞ ůŽĐĂů͕ ƐƚĂƚĞ ĂŶĚ ĨĞĚĞƌĂů ůĂǁƐ ĂŶĚ ƌĞŐƵůĂƚŝŽŶƐ ƉƌŽŚŝďŝƚŝŶŐ ĚŝƐĐƌŝŵŝŶĂƚŝŽŶĂŶĚŚĂƌĂƐƐŵĞŶƚ͘

ϮϮ͘ /^Whd
Z
^K>hd/KE
/ĨĂĚŝƐƉƵƚĞƐŚŽƵůĚĂƌŝƐĞƌĞŐĂƌĚŝŶŐƚŚĞƉĞƌĨŽƌŵĂŶĐĞŽĨƚŚĞ^Ğƌǀ ŝĐĞƐƚŚĞĨŽůůŽǁŝŶŐƉƌŽĐĞĚƵƌĞǁŝůůďĞƵƐĞĚ ƚŽƌĞƐŽůǀĞĂŶǇƋƵĞƐƚŝŽŶƐŽĨĨĂĐƚŽƌŝŶƚĞƌƉƌĞƚĂƚŝŽŶŶŽƚŽƚŚĞƌǁŝƐĞƐĞƚƚůĞĚďǇĂŐƌĞĞŵĞŶƚďĞƚǁĞĞŶƚŚĞƉĂƌƚŝĞƐ͘ ZĞƉƌĞƐĞŶƚĂƚŝǀĞƐŽĨŽŶƚƌĂĐƚŽƌŽƌDtǁŝůůƌĞĚƵĐĞƐƵĐŚƋƵĞƐƚŝŽŶƐ͕ĂŶĚƚŚĞŝƌƌĞƐƉĞĐƚŝǀĞǀŝĞǁƐ͕ƚŽǁƌŝƚŝŶŐ͘ ĐŽƉǇŽĨƐƵĐŚĚŽĐƵŵĞŶƚĞĚĚŝƐƉƵƚĞǁŝůůďĞĨŽƌǁĂƌĚĞĚƚŽďŽƚŚƉĂƌƚŝĞƐŝŶǀŽůǀĞĚĂůŽŶŐǁŝƚŚƌĞĐŽŵŵĞŶĚĞĚ ŵĞƚŚŽĚƐŽĨƌĞƐŽůƵƚŝŽŶ͕ǁŚŝĐŚǁŽƵůĚďĞŽĨďĞŶĞĨŝƚƚŽďŽƚŚƉĂƌƚŝĞƐ͘dŚĞƌĞƉƌĞƐĞŶƚĂƚŝǀĞƌĞĐĞŝǀŝŶŐƚŚĞůĞƚƚĞƌ ǁŝůůƌĞƉůǇƚŽƚŚĞůĞƚƚĞƌĂůŽŶŐǁŝƚŚĂƌĞĐŽŵŵĞŶĚĞĚŵĞƚŚŽĚŽĨƌĞƐ ŽůƵƚŝŽŶǁŝƚŚŝŶƚĞŶ;ϭϬͿďƵƐŝŶĞƐƐĚĂǇƐ͘/Ĩ ƚŚĞƌĞƐŽůƵƚŝŽŶƚŚƵƐŽďƚĂŝŶĞĚŝƐƵŶƐĂƚŝƐĨĂĐƚŽƌǇƚŽƚŚĞĂŐŐƌŝĞǀĞĚ ƉĂƌƚǇ͕ĂůĞƚƚĞƌŽƵƚůŝŶŝŶŐƚŚĞĚŝƐƉƵƚĞƐǁŝůů ďĞĨŽƌǁĂƌĚĞĚƚŽƚŚĞŝƚǇDĂŶĂŐĞƌ͘dŚĞŝƚǇDĂŶĂŐĞƌǁŝůůĐŽŶƐŝĚĞƌƚŚĞĨĂĐƚƐĂŶĚƐŽůƵƚŝŽŶƐƌĞĐŽŵŵĞŶĚĞĚ ďǇĞĂĐŚƉĂƌƚǇĂŶĚŵĂǇƚŚĞŶŽƉƚƚŽĚŝƌĞĐƚĂƐŽůƵƚŝŽŶƚŽƚŚĞƉƌŽď ůĞŵ͘/ŶƐƵĐŚĐĂƐĞƐ͕ƚŚĞĂĐƚŝŽŶŽĨƚŚĞŝƚǇ DĂŶĂŐĞƌǁŝůůďĞďŝŶĚŝŶŐƵƉŽŶƚŚĞƉĂƌƚŝĞƐŝŶǀŽůǀĞĚ͕ĂůƚŚŽƵŐŚŶŽƚŚŝŶŐŝŶƚŚŝƐƉƌŽĐĞĚƵƌĞǁŝůůƉƌŽŚŝďŝƚƚŚĞ ƉĂƌƚŝĞƐĨƌŽŵƐĞĞŬŝŶŐƌĞŵĞĚŝĞƐĂǀĂŝůĂďůĞƚŽƚŚĞŵĂƚůĂǁ͘
Ϯϯ͘ d
ZD/Ed/KE
/Ŷ ƚŚĞ ĞǀĞŶƚ ŽĨ ƚŚĞ ŽŶƚƌĂĐƚŽƌΖƐ ĨĂŝůƵƌĞ ƚŽ ƉƌŽƐĞĐƵƚĞ͕ ĚĞůŝǀĞƌ͕ Žƌ ƉĞƌĨŽƌŵ ƚŚĞ ^ĞƌǀŝĐĞƐ͕ Dt ŵĂǇ ƚĞƌŵŝŶĂƚĞ ƚŚŝƐ ŐƌĞĞŵĞŶƚ ĨŽƌ ŶŽŶƉĞƌĨŽƌŵĂŶĐĞ ďǇ ŶŽƚŝĨǇŝŶŐ ŽŶƚƌĂ ĐƚŽƌ ďǇ ĐĞƌƚŝĨŝĞĚ ŵĂŝů ŽĨ ƚŚĞ ƚĞƌŵŝŶĂƚŝŽŶ͘/ĨDtĚĞĐŝĚĞƐƚŽĂďĂŶĚŽŶŽƌŝŶĚĞĨŝŶŝƚĞůǇƉŽƐƚƉŽŶĞƚŚĞǁŽƌŬŽƌƐĞƌǀŝĐĞƐĐŽŶƚĞŵƉůĂƚĞĚďǇ ƚŚŝƐ ŐƌĞĞŵĞŶƚ͕ Dt ŵĂǇ ƚĞƌŵŝŶĂƚĞ ƚŚŝƐ ŐƌĞĞŵĞŶƚ ƵƉŽŶ ǁƌŝƚƚĞŶ ŶŽƚŝĐĞ ƚŽ ŽŶƚƌĂĐƚŽƌ͘ hƉŽŶ ŶŽƚŝĨŝĐĂƚŝŽŶ ŽĨ ƚĞƌŵŝŶĂƚŝŽŶ͕ ŽŶƚƌĂĐƚŽƌ ŚĂƐ ĨŝǀĞ ;ϱͿ ďƵƐŝŶĞƐƐ ĚĂǇƐ ƚŽ ĚĞůŝǀĞƌ ĂŶǇ ĚŽĐƵŵĞŶƚƐ ŽǁŶĞĚ ďǇ Dt ĂŶĚ Ăůů ǁŽƌŬ ŝŶ ƉƌŽŐƌĞƐƐ ƚŽ Dt ĂĚĚƌĞƐƐ ĐŽŶƚĂŝŶĞĚ ŝŶ ƚŚŝƐ ŐƌĞĞŵĞŶƚ͘ Dt ǁŝůů ŵĂŬĞ Ă ĚĞƚĞƌŵŝŶĂƚŝŽŶŽĨĨĂĐƚďĂƐĞĚƵƉŽŶƚŚĞǁŽƌŬƉƌŽĚƵĐƚĚĞůŝǀĞƌĞĚƚŽ DtĂŶĚŽĨƚŚĞƉĞƌĐĞŶƚĂŐĞŽĨǁŽƌŬ ƚŚĂƚ ŽŶƚƌĂĐƚŽƌ ŚĂƐ ƉĞƌĨŽƌŵĞĚ ǁŚŝĐŚ ŝƐ ƵƐĂďůĞ ĂŶĚ ŽĨ ǁŽƌƚŚ ƚŽ Dt ŝŶ ŚĂǀŝŶŐ ƚŚĞ ŐƌĞĞŵĞŶƚ ĐŽŵƉůĞƚĞĚ͘ĂƐĞĚƵƉŽŶƚŚĂƚĨŝŶĚŝŶŐDtǁŝůůĚĞƚĞƌŵŝŶĞƚŚĞĨŝŶĂůƉĂǇŵĞŶƚŽĨƚŚĞŐƌĞĞŵĞŶƚ͘
Dt ŵĂǇ ƚĞƌŵŝŶĂƚĞ ƚŚŝƐ ŐƌĞĞŵĞŶƚ ďǇ ƚĞŶĚĞƌŝŶŐ ƚŚŝƌƚǇ ;ϯϬͿ ĚĂǇƐ ǁƌŝƚƚĞŶ ŶŽƚŝĐĞ ƚŽ ŽŶƚƌĂĐƚŽƌ͘ ŽŶƚƌĂĐƚŽƌ ŵĂǇ ƚĞƌŵŝŶĂƚĞ ƚŚŝƐ ŐƌĞĞŵĞŶƚ ďǇ ƚĞŶĚĞƌŝŶŐ ͺͺͺͺͺͺͺͺͺͺͺͺͺͺ ;ͺͺͺͿ ĚĂǇƐ ǁƌŝƚƚĞŶ ŶŽƚŝĐĞ ƚŽ Dt͘ /Ŷ ƚŚĞ ĞǀĞŶƚ ŽĨ ƚĞƌŵŝŶĂƚŝŽŶ ŽĨ ƚŚŝƐ ŐƌĞĞŵĞŶƚ ďǇ ĞŝƚŚĞƌ ƉĂƌƚǇ ĂŶĚ ƵƉŽŶ ƌĞƋƵĞƐƚ ŽĨ Dt͕ ŽŶƚƌĂĐƚŽƌǁŝůůĂƐƐĞŵďůĞƚŚĞǁŽƌŬƉƌŽĚƵĐƚĂŶĚƉƵƚŝƚŝŶŽƌĚĞƌĨŽƌƉƌŽƉĞƌĨŝůŝŶŐĂŶĚĐůŽƐŝŶŐĂŶĚĚĞůŝǀĞƌŝƚ ƚŽDt͘ŽŶƚƌĂĐƚŽƌǁŝůůďĞƉĂŝĚĨŽƌǁŽƌŬƉĞƌĨŽƌŵĞĚƚŽƚŚĞƚĞƌŵŝŶĂƚŝŽŶĚĂƚĞ͖ŚŽǁĞǀĞƌ͕ƚŚĞƚŽƚĂůǁŝůůŶŽƚ ĞǆĐĞĞĚƚŚĞůƵŵƉƐƵŵĨĞĞƉĂǇĂďůĞƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚ͘Dtǁŝůů ŵĂŬĞƚŚĞĨŝŶĂůĚĞƚĞƌŵŝŶĂƚŝŽŶĂƐƚŽ ƚŚĞƉŽƌƚŝŽŶƐŽĨƚĂƐŬƐĐŽŵƉůĞƚĞĚĂŶĚƚŚĞĐŽŵƉĞŶƐĂƚŝŽŶƚŽďĞŵĂĚĞ͘

Nov. 12, 2024
Item #2 Page 150 of 680
dd,D
Ed:
W^ϮϱͲϯϱϲϱ
WĂŐĞϴ 'ĞŶĞƌĂůŽƵŶƐĞůƉƉƌŽǀĞĚϱͬϮϮͬϮϬϮϰ

Ϯϰ͘ Ks
EEd^'/E^dKEd/E'
Ed&

^
ŽŶƚƌĂĐƚŽƌǁĂƌƌĂŶƚƐƚŚĂƚŽŶƚƌĂĐƚŽƌŚĂƐŶŽƚĞŵƉůŽǇĞĚŽƌƌĞƚĂŝŶĞĚĂŶǇĐŽŵƉĂŶǇŽƌƉĞƌƐŽŶ͕ŽƚŚĞƌƚŚĂŶĂ ďŽŶĂĨŝĚĞĞŵƉůŽǇĞĞǁŽƌŬŝŶŐĨŽƌŽŶƚƌĂĐƚŽƌ͕ƚŽƐŽůŝĐŝƚŽƌƐĞĐƵƌĞ ƚŚŝƐŐƌĞĞŵĞŶƚ͕ĂŶĚƚŚĂƚŽŶƚƌĂĐƚŽƌŚĂƐ ŶŽƚƉĂŝĚŽƌĂŐƌĞĞĚƚŽƉĂǇĂŶǇĐŽŵƉĂŶǇŽƌƉĞƌƐŽŶ͕ŽƚŚĞƌƚŚĂŶĂďŽŶĂĨŝĚĞĞŵƉůŽǇĞĞ͕ĂŶǇĨĞĞ͕ĐŽŵŵŝƐƐŝŽŶ͕ ƉĞƌĐĞŶƚĂŐĞ͕ďƌŽŬĞƌĂŐĞĨĞĞ͕ŐŝĨƚ͕ŽƌĂŶǇŽƚŚĞƌĐŽŶƐŝĚĞƌĂƚŝŽŶĐŽŶƚŝŶŐĞŶƚƵƉŽŶ͕ŽƌƌĞƐƵůƚŝŶŐĨƌŽŵ͕ƚŚĞĂǁĂƌĚ ŽƌŵĂŬŝŶŐŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͘&ŽƌďƌĞĂĐŚŽƌǀŝŽůĂƚŝŽŶŽĨƚŚŝƐǁĂƌƌĂŶƚǇ͕DtǁŝůůŚĂǀĞƚŚĞƌŝŐŚƚƚŽĂŶŶƵů ƚŚŝƐŐƌĞĞŵĞŶƚǁŝƚŚŽƵƚůŝĂďŝůŝƚǇ͕Žƌ͕ŝŶŝƚƐĚŝƐĐƌĞƚŝŽŶ͕ƚŽĚĞĚƵĐƚĨƌŽŵƚŚĞŐƌĞĞŵĞŶƚƉƌŝĐĞŽƌĐŽŶƐŝĚĞƌĂƚŝŽŶ͕ Žƌ ŽƚŚĞƌǁŝƐĞ ƌĞĐŽǀĞƌ͕ ƚŚĞ ĨƵůů ĂŵŽƵŶƚ ŽĨ ƚŚĞ ĨĞĞ͕ ĐŽŵŵŝƐƐŝŽŶ͕ ƉĞƌĐĞŶƚĂŐĞ͕ ďƌŽŬĞƌĂŐĞ ĨĞĞƐ͕ ŐŝĨƚ͕ Žƌ ĐŽŶƚŝŶŐĞŶƚĨĞĞ͘

Ϯϱ͘ >/D^E>t^h/d^
Ǉ ƐŝŐŶŝŶŐ ƚŚŝƐ ŐƌĞĞŵĞŶƚ͕ ŽŶƚƌĂĐƚŽƌ ĂŐƌĞĞƐ ƚŚĂƚ ĂŶǇ ĂŐƌĞĞŵĞŶƚ ĐůĂŝŵ ƐƵďŵŝƚƚĞĚ ƚŽ Dt ŵƵƐƚ ďĞ ĂƐƐĞƌƚĞĚ ĂƐ ƉĂƌƚ ŽĨ ƚŚĞ ŐƌĞĞŵĞŶƚ ƉƌŽĐĞƐƐ ĂƐ ƐĞƚ ĨŽƌƚŚ ŝŶ ƚŚŝƐŐƌĞĞŵĞŶƚ ĂŶĚ ŶŽƚ ŝŶ ĂŶƚŝĐŝƉĂƚŝŽŶ ŽĨ ůŝƚŝŐĂƚŝŽŶŽƌŝŶĐŽŶũƵŶĐƚŝŽŶǁŝƚŚůŝƚŝŐĂƚŝŽŶ͘ŽŶƚƌĂĐƚŽƌĂĐŬŶŽǁ ůĞĚŐĞƐƚŚĂƚŝĨĂĨĂůƐĞĐůĂŝŵŝƐƐƵďŵŝƚƚĞĚƚŽ Dt͕ŝƚŵĂǇďĞĐŽŶƐŝĚĞƌĞĚĨƌĂƵĚĂŶĚŽŶƚƌĂĐƚŽƌŵĂǇďĞƐƵďũĞĐƚƚŽĐƌŝŵŝŶĂůƉƌŽƐĞĐƵƚŝŽŶ͘ŽŶƚƌĂĐƚŽƌ ĂĐŬŶŽǁůĞĚŐĞƐƚŚĂƚĂůŝĨŽƌŶŝĂ'ŽǀĞƌŶŵĞŶƚŽĚĞƐĞĐƚŝŽŶƐϭϮϲϱϬĞƚ ƐĞƋ͕͘ƚŚĞ&ĂůƐĞůĂŝŵƐĐƚĂƉƉůŝĞƐƚŽ ƚŚŝƐŐƌĞĞŵĞŶƚĂŶĚ͕ƉƌŽǀŝĚĞƐĨŽƌĐŝǀŝůƉĞŶĂůƚŝĞƐǁŚĞƌĞĂƉĞƌƐŽŶŬŶŽǁŝŶŐůǇƐƵďŵŝƚƐĂĨĂůƐĞĐůĂŝŵƚŽĂƉƵďůŝĐ ĞŶƚŝƚǇ͘dŚĞƐĞƉƌŽǀŝƐŝŽŶƐŝŶĐůƵĚĞĨĂůƐĞĐůĂŝŵƐŵĂĚĞǁŝƚŚĚĞůŝďĞƌĂƚĞŝŐŶŽƌĂŶĐĞŽĨƚŚĞĨĂůƐĞŝŶĨŽƌŵĂƚŝŽŶŽƌŝŶ ƌĞĐŬůĞƐƐĚŝƐƌĞŐĂƌĚŽĨƚŚĞƚƌƵƚŚŽƌĨĂůƐŝƚǇŽĨŝŶĨŽƌŵĂƚŝŽŶ͘/Ĩ DtƐĞĞŬƐƚŽƌĞĐŽǀĞƌƉĞŶĂůƚŝĞƐƉƵƌƐƵĂŶƚƚŽ ƚŚĞ &ĂůƐĞ ůĂŝŵƐ Đƚ͕ ŝƚ ŝƐ ĞŶƚŝƚůĞĚ ƚŽ ƌĞĐŽǀĞƌ ŝƚƐ ůŝƚŝŐĂƚŝŽŶ ĐŽƐƚƐ͕ ŝŶĐůƵĚŝŶŐ ĂƚƚŽƌŶĞǇΖƐ ĨĞĞƐ͘ ŽŶƚƌĂĐƚŽƌ ĂĐŬŶŽǁůĞĚŐĞƐ ƚŚĂƚ ƚŚĞ ĨŝůŝŶŐ ŽĨ Ă ĨĂůƐĞ ĐůĂŝŵ ŵĂǇ ƐƵďũĞĐƚ ŽŶƚƌĂĐƚŽƌ ƚŽ ĂŶ ĂĚŵŝŶŝƐƚƌĂƚŝǀĞ ĚĞďĂƌŵĞŶƚ ƉƌŽĐĞĞĚŝŶŐĂƐƚŚĞƌĞƐƵůƚŽĨǁŚŝĐŚŽŶƚƌĂĐƚŽƌŵĂǇďĞƉƌĞǀĞŶƚĞĚƚŽĂĐƚĂƐĂŽŶƚƌĂĐƚŽƌŽŶĂŶǇƉƵďůŝĐǁŽƌŬ ŽƌŝŵƉƌŽǀĞŵĞŶƚĨŽƌĂƉĞƌŝŽĚŽĨƵƉƚŽĨŝǀĞ;ϱͿǇĞĂƌƐ͘ŽŶƚƌĂĐƚŽƌĂĐŬŶŽǁůĞĚŐĞƐĚĞďĂƌŵĞŶƚďǇĂŶŽƚŚĞƌ ũƵƌŝƐĚŝĐƚŝŽŶŝƐŐƌŽƵŶĚƐĨŽƌŝƚǇƚŽƚĞƌŵŝŶĂƚĞƚŚŝƐŐƌĞĞŵĞŶƚ͘
Ϯϲ͘ :hZ/^/d/KE^Es
Eh

dŚŝƐŐƌĞĞŵĞŶƚƐŚĂůůďĞŝŶƚĞƌƉƌĞƚĞĚŝŶĂĐĐŽƌĚĂŶĐĞǁŝƚŚƚŚĞůĂǁƐ ŽĨƚŚĞ^ƚĂƚĞŽĨĂůŝĨŽƌŶŝĂ͘ŶǇĂĐƚŝŽŶĂƚ ůĂǁŽƌŝŶĞƋƵŝƚǇďƌŽƵŐŚƚďǇĞŝƚŚĞƌŽĨƚŚĞƉĂƌƚŝĞƐĨŽƌƚŚĞƉƵƌƉŽƐĞŽĨĞŶĨŽƌĐŝŶŐĂƌŝŐŚƚŽƌƌŝŐŚƚƐƉƌŽǀŝĚĞĚĨŽƌ ďǇƚŚŝƐŐƌĞĞŵĞŶƚǁŝůůďĞƚƌŝĞĚŝŶĂĐŽƵƌƚŽĨĐŽŵƉĞƚĞŶƚũƵƌŝƐĚŝ ĐƚŝŽŶŝŶƚŚĞŽƵŶƚǇŽĨ^ĂŶŝĞŐŽ͕^ƚĂƚĞŽĨ ĂůŝĨŽƌŶŝĂ͕ĂŶĚƚŚĞƉĂƌƚŝĞƐǁĂŝǀĞĂůůƉƌŽǀŝƐŝŽŶƐŽĨůĂǁƉƌŽǀŝĚŝŶŐĨŽƌĂĐŚĂŶŐĞŽĨǀĞŶƵĞŝŶƚŚĞƐĞƉƌŽĐĞĞĚŝŶŐƐ ƚŽĂŶǇŽƚŚĞƌĐŽƵŶƚǇ͘

Ϯϳ͘ ^h
^^KZ^E^^/'E^
/ƚŝƐŵƵƚƵĂůůǇƵŶĚĞƌƐƚŽŽĚĂŶĚĂŐƌĞĞĚƚŚĂƚƚŚŝƐŐƌĞĞŵĞŶƚǁŝůůďĞďŝŶĚŝŶŐƵƉŽŶDtĂŶĚŽŶƚƌĂĐƚŽƌĂŶĚ ƚŚĞŝƌƌĞƐƉĞĐƚŝǀĞƐƵĐĐĞƐƐŽƌƐ͘EĞŝƚŚĞƌƚŚŝƐŐƌĞĞŵĞŶƚŶŽƌĂŶǇƉĂƌ ƚŽĨŝƚŶŽƌĂŶǇŵŽŶŝĞƐĚƵĞŽƌƚŽďĞĐŽŵĞ ĚƵĞ ƵŶĚĞƌ ŝƚ ŵĂǇ ďĞ ĂƐƐŝŐŶĞĚ ďǇ ŽŶƚƌĂĐƚŽƌ ǁŝƚŚŽƵƚ ƚŚĞ ƉƌŝŽƌ ĐŽŶƐĞŶƚ ŽĨ Dt͕ ǁŚŝĐŚ ƐŚĂůů ŶŽƚ ďĞ ƵŶƌĞĂƐŽŶĂďůǇǁŝƚŚŚĞůĚ͘

Ϯϴ͘ d,/ZͲWZdzZ/',d^
EŽƚŚŝŶŐŝŶƚŚŝƐŐƌĞĞŵĞŶƚƐŚŽƵůĚďĞĐŽŶƐƚƌƵĞĚƚŽŐŝǀĞĂŶǇƌŝŐŚƚ ƐŽƌďĞŶĞĨŝƚƐƚŽĂŶǇƉĂƌƚǇŽƚŚĞƌƚŚĂŶƚŚĞ DtĂŶĚŽŶƚƌĂĐƚŽƌ͘

Ϯϵ͘
Ed/Z
'Z

D
Ed
dŚŝƐŐƌĞĞŵĞŶƚ͕ƚŽŐĞƚŚĞƌǁŝƚŚĂŶǇŽƚŚĞƌǁƌŝƚƚĞŶĚŽĐƵŵĞŶƚƌĞĨĞƌƌĞĚƚŽŽƌĐŽŶƚĞŵƉůĂƚĞĚďǇŝƚ͕ĂůŽŶŐǁŝƚŚ ƚŚĞ ƉƵƌĐŚĂƐĞ ŽƌĚĞƌ ĨŽƌ ƚŚŝƐ ŐƌĞĞŵĞŶƚ ĂŶĚ ŝƚƐ ƉƌŽǀŝƐŝŽŶƐ͕ ĞŵďŽĚ Ǉ ƚŚĞ ĞŶƚŝƌĞ ŐƌĞĞŵĞŶƚ ĂŶĚ ƵŶĚĞƌƐƚĂŶĚŝŶŐďĞƚǁĞĞŶƚŚĞƉĂƌƚŝĞƐƌĞůĂƚŝŶŐƚŽƚŚĞƐƵďũĞĐƚŵĂƚƚĞƌŽĨŝƚ͘/ŶĐĂƐĞŽĨĐŽŶĨůŝĐƚ͕ƚŚĞƚĞƌŵƐŽĨƚŚĞ ŐƌĞĞŵĞŶƚ ƐƵƉĞƌƐĞĚĞ ƚŚĞ ƉƵƌĐŚĂƐĞ ŽƌĚĞƌ͘ EĞŝƚŚĞƌ ƚŚŝƐ ŐƌĞĞŵĞŶƚŶŽƌ ĂŶǇ ŽĨ ŝƚƐ ƉƌŽǀŝƐŝŽŶƐ ŵĂǇ ďĞ ĂŵĞŶĚĞĚ͕ŵŽĚŝĨŝĞĚ͕ǁĂŝǀĞĚŽƌĚŝƐĐŚĂƌŐĞĚĞǆĐĞƉƚŝŶĂǁƌŝƚŝŶŐƐŝŐŶĞĚďǇďŽƚŚƉĂƌƚŝĞƐ͘dŚŝƐŐƌĞĞŵĞŶƚŵĂǇ ďĞĞǆĞĐƵƚĞĚŝŶĐŽƵŶƚĞƌƉĂƌƚƐ͘

Nov. 12, 2024
Item #2 Page 151 of 680
dd,D
Ed:
W^ϮϱͲϯϱϲϱ
WĂŐĞϵ 'ĞŶĞƌĂůŽƵŶƐĞůƉƉƌŽǀĞĚϱͬϮϮͬϮϬϮϰ

ϯϬ͘ Wh>/'
Ez>h^

ŽŶƚƌĂĐƚŽƌĂŐƌĞĞƐƚŚĂƚĂŶǇƉƵďůŝĐĂŐĞŶĐǇĂƐĚĞĨŝŶĞĚďǇĂů͘'Žǀ͘ŽĚĞƐĞĐƚŝŽŶϲϱϬϬ͕ŝĨĂƵƚŚŽƌŝǌĞĚďǇŝƚƐ ŐŽǀĞƌŶŝŶŐ ďŽĚǇ͕ ƐŚĂůů ŚĂǀĞ ƚŚĞ ŽƉƚŝŽŶ ƚŽ ƉĂƌƚŝĐŝƉĂƚĞ ŝŶ ƚŚŝƐ ĐŽŶƚƌĂĐƚ Ăƚ ƚŚĞ ƐĂŵĞ ƉƌŝĐĞƐ͕ ƚĞƌŵƐ͕ ĂŶĚ ĐŽŶĚŝƚŝŽŶƐ͘/ĨĂŶŽƚŚĞƌƉƵďůŝĐĂŐĞŶĐǇĐŚŽŽƐĞƐƚŽƉĂƌƚŝĐŝƉĂƚĞ͕ƚŚĞƚĞƌŵƐŚĂůůďĞĨŽƌƚŚĞƚĞƌŵŽĨƚŚŝƐĐŽŶƚƌĂĐƚ͕ ĂŶĚ ƐŚĂůů ďĞ ĐŽŶƚŝŶŐĞŶƚ ƵƉŽŶ ŽŶƚƌĂĐƚŽƌΖƐ ĂĐĐĞƉƚĂŶĐĞ͘ WĂƌƚŝĐŝƉĂ ƚŝŶŐ ƉƵďůŝĐ ĂŐĞŶĐŝĞƐ ƐŚĂůů ďĞ ƐŽůĞůǇ ƌĞƐƉŽŶƐŝďůĞĨŽƌƚŚĞƉůĂĐŝŶŐŽĨŽƌĚĞƌƐ͕ĂƌƌĂŶŐŝŶŐĨŽƌĚĞůŝǀĞƌǇĂŶĚͬŽƌƐĞƌǀŝĐĞƐ͕ĂŶĚŵĂŬŝŶŐƉĂǇŵĞŶƚƐƚŽƚŚĞ ŽŶƚƌĂĐƚŽƌ͘dŚĞŝƚǇŽĨĂƌůƐďĂĚĂŶĚĂƌůƐďĂĚDƵŶŝĐŝƉĂůtĂƚĞƌŝƐƚƌŝĐƚƐŚĂůůŶŽƚďĞůŝĂďůĞ͕ŽƌƌĞƐƉŽŶƐŝďůĞ͕ ĨŽƌĂŶǇŽďůŝŐĂƚŝŽŶƐ͕ŝŶĐůƵĚŝŶŐďƵƚŶŽƚůŝŵŝƚĞĚƚŽĨŝŶĂŶĐŝĂůƌĞƐ ƉŽŶƐŝďŝůŝƚǇ͕ŝŶĐŽŶŶĞĐƚŝŽŶǁŝƚŚƉĂƌƚŝĐŝƉĂƚŝŽŶ ďǇĂŶŽƚŚĞƌƉƵďůŝĐĂŐĞŶĐǇ͘

ϯϭ͘ hd,KZ/dz
dŚĞŝŶĚŝǀŝĚƵĂůƐĞǆĞĐƵƚŝŶŐƚŚŝƐŐƌĞĞŵĞŶƚĂŶĚƚŚĞŝŶƐƚƌƵŵĞŶƚƐƌĞ ĨĞƌĞŶĐĞĚŝŶŝƚŽŶďĞŚĂůĨŽĨŽŶƚƌĂĐƚŽƌ ĞĂĐŚƌĞƉƌĞƐĞŶƚĂŶĚǁĂƌƌĂŶƚƚŚĂƚƚŚĞǇŚĂǀĞƚŚĞůĞŐĂůƉŽǁĞƌ͕ƌŝŐŚƚĂŶĚĂĐƚƵĂůĂƵƚŚŽƌŝƚǇƚŽďŝŶĚŽŶƚƌĂĐƚŽƌ ƚŽƚŚĞƚĞƌŵƐĂŶĚĐŽŶĚŝƚŝŽŶƐŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͘

ǆĞĐƵƚĞĚďǇŽŶƚƌĂĐƚŽƌƚŚŝƐͺͺͺͺͺͺͺͺͺͺͺĚĂǇŽĨͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ͕ϮϬϮϰ͘

Nov. 12, 2024
Item #2 Page 152 of 680
Docusign Envelope ID: 5DDFA461-D86C-4B0D-8680-39F0M2BA65E

CONTRACTOR
Underground Solutions, Inc., a California
corporation
By:
(sign here)
Michael Edward Arme, President
(print name/title)
By:
(sign here)
Adma N. Perez-Culpeper, Secretary
(print name/title)

ATTACHMENT J
PSA25-3565CA
CARLSBAD MUNICIPAL WATER DISTRICT, a
Public Agency organized under the Municipal
Water Act of 1911, and a Subsidiary District of
:•OtyofC ~
Keith Blackburn, President
ATTEST:

SHERRY FREISINGER, Secretary
By:

Deputy Secretary
Proper notarial acknowledgment of execution by Contractor must be attached . If a corporation, Agreement must be signed by one corporate officer from each of the following two groups :

APPROVED AS TO FORM:

CINDIE K. McMAHON, City Attorney
BY:
,,..J.., • .., ... u, .... V'-' ''""ral Counsel

Page 10 ends

Nov. 12, 2024 Item #2 Page 153 of 680
dd,D
Ed:
W^ϮϱͲϯϱϲϱ
WĂŐĞϭϭ 'ĞŶĞƌĂůŽƵŶƐĞůƉƉƌŽǀĞĚϱͬϮϮͬϮϬϮϰ

y,//d

^KW
K&^
Zs/
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Nov. 12, 2024
Item #2 Page 154 of 680
Date: June 12, 2024
Quote # TC61224-14L
Expiration Date: End of Contract
Sales Person: TC
Item # Qty Unit Price Line Total
1 525.00$
2 230.00$
3 1,875.00$
4 250.00$
5 225.00$
6 170.00$
ADDITIONAL :
7 100.00$
Subtotal
Total
120 N. Andreasen Dr. Escondido, CA 92029 PH# 760 294 9449 Fax# 760 294 9490 Project Name: RFQ24 - 3430CA

ESTIMATE
To:

Elieda Felix Yackel
City of Carlsbad Public Works Branch
5950 El Camino Real
Your First Choice for Utility Locating Services
Carlsbad, CA 92008
Description
CCTV Push Camera (Per Hour) (4'' - 10'' )
Utility Locating Per Day (8 hrs)
Digital Flash Card Utility Locating / CCTV Report - Per Day Cost
Pressure Washing Markout Paint Removal (Per Hour) (4)
Hr Min
Utility Locating Service Call (2) Hr Min
Utility Locating Additional hours up to (7 hrs)
Hydrojetting (4'' - 10'' ) Per Hour (4) Hr Min

Nov. 12, 2024
Item #2 Page 155 of 680
Date: June 12, 2024
Quote # TC61224-13H
Expiration Date: End of Contract
Sales Person: TTC
Item # Qty Unit Price Line Total
1 2,800.00$
2 175.00$
3 250.00$
4 175.00$
5 150.00$
6 575.00$
7 135.00$
8 600.00$
9 650.00$
10 1,300.00$
11 95.00$
12 100.00$
13 250.00$
14 50.00$
15 185.00$
16 50.00$
17 1,575.00$
18 1,360.00$
19 150.00$
20 65.00$
EExcluded: Permit and Deposit Fees to be paid by client prior to start of work Encroachment & Traffic Permits No Fee Parking Meter Buyouts N/A Deposit Amt
Subtotal -$
-$
Total --$
1120 N. Andreasen Dr. Escondido, CA 92029 PH# 760/294-9449 Fax# 760/294-9490 Project Name: RRFQ24 - 3430CA

AASPHALT REPAIR

TTRAFFIC CONTROL
Pothole Service (Prevailing Wage) Per Day
Description
USA Dig Alert Delination and Mark Out - Superintendent

RREPORTING

OOTHER COSTS
Sand Cover for Utility (Ea)
Aquaphalt Asphalt Repair (Ea)
Additional Arrowboards (Ea)
Traffic Control Plans - Non Eng Stamped (Each)
Fuel Surcharge - Per Day
Traffic Control Plans - Eng Stamped (Each)
Standard Traffic Control (Per Day)

ESTIMATE
To:

EEleida Felix Yackel
CCity of Carlsbad Public Works Branch
55950 El Camino Real
YYour First Choice for Potholing Services
****4-hour minimum + Mob/Demob
CCarlsbad, CA 92008
Hot-Patch Asphalt Grind & Overlay Up to 5'x5' (Ea)
USA Markout Paint Removal (Per Day)
Spoil Haul off and Disposal (Ea)
8'' - 10'' Core Drill + Re-install and Seal (Ea)
Traffic Control (1 - Flagger) (Per Hour)
PDF/Digital Flash Card Utility Report (1 - 5 potholes) +$100 Increments for every (5) Potholes
Hot Patch Asphalt Repairs - Base Pave (Ea)
Major Traffic Control (Per Day) (1) Arrowboard
Synthetic Asphalt Overlay Up to 3'x3' (Ea)
Encroachment / Traffic Permit Processing Fee
Slurry Backfill - Bag Spec Mix (Ea)

Nov. 12, 2024
Item #2 Page 156 of 680
Docusign Envelope ID: 0293E6B5-D4D5-4983-A7DE-6233BA75D2DF

MASTER AGREEMENT FOR

CORROSION ENGINEERING SERVICES
RF YEAGER ENGINEERING, INC.

ATTACHMENT K
PSA25-3535CA
THIS AGREEMENT is made and entered into as of the \ ~ day of t-\ D\J . . 2024, by and between the City of Carlsbad, California, a municipal corporation, hereinafter referred to as "City", and RF Yeager Engineering, Inc., a California corporation, hereinafter referred to as "Contractor."

RECITALS
A. City requires the professional services of a consultant experienced in the field of corrosion engineering services.

B. The professional services are required on a non-exclusive, project-by-project basis.

C. Contractor has the necessary experience in providing professional services and advice related to corrosion engineering services.

D. Contractor has submitted a proposal to City under Request for Qualifications (RFQ} No. 24-3430CA and has affirmed its willingness and ability to perform such work .

NOW, THEREFORE, in consideration ofthese recitals and the mutual covenants contained herein, City and Contractor agree as follows:

1. SCOPE OF WORK
City retains Contractor to perform, and Contractor agrees to render, those services (the "Services"} that are defined in attached Exhibit "A", which is incorporated by this reference in accordance with this Agreement's terms and conditions .

Contractor's obligations with respect to any project granted to Contractor under this Agreement will be as specified in the Task Description for the project (see paragraph 5 below}.

3. TERM
The term of this Agreement will be effective for a period of three (3) years from December 1, 2024, through November 30, 2027. The City Manager may amend the Agreement to extend it for two (l.} additional one(!} year(s} periods or parts thereof. Extensions will be based upon a satisfactory review of Contractor's performance, City needs, and appropriation of funds by the City Council. The parties will prepare a written amendment indicating the effective date and length of the extended Agreement.

4. PROGRESS AND COMPLETION
The work for any project granted to Contractor pursuant to this Agreement will begin within ten (10} days after receipt of notification to proceed by City and be completed within the time specified in the Task

Page 1 ends

Nov.12,2024 Item #2 Page 157 of 680

ATTACHMENT K
PSA25-3535CA

Page 2 ends

Description for the project (see paragraph 5 below). Extensions of time for a specific Task Description may be granted if requested by Contractor and agreed to in writing by the City Manager or the Division Director as authorized by the City Manager (“Director”) . The City Manager or Director will give allowance for documented and substantiated unforeseeable and unavoidable delays not caused by a lack of foresight on the part of Contractor, or delays caused by City inaction or other agencies' lack of timely action. In no event shall a specific Task Description exceed the term of this Agreement.

5. COMPENSATION
The cumulative total for all projects allowed pursuant to this Agreement will not exceed two hundred thousand dollars ($200,000). Fees will be paid on a project -by-project basis and will be based on Contractor’s Schedule of Rates specified in Exhibit “A”. Prior to initiation of any project work by Contractor, City shall prepare a Project Task Description and Fee Allotment (the "Task Description") which, upon signature by Contractor and for City, the City Manager or Director, will be considered a part of this Agreement. The Task Description will include a detailed scope of services for the particular project being considered and a statement of Contractor's fee to complete the project in accordance with the specified scope of services. The Task Description will also include a description of the method of payment and will be based upon an hourly rate, percentage of project complete, co mpletion of specific project tasks or a combination thereof.

If the City or CMWD elect to extend the term of the Master Services Agreement, adjustments to the rate schedule may be permitted. Upon receipt of a written request from the Contractor, the City or CMWD may consider approving a rate schedule increase . Rate schedule increases will be considered for each anniversary of the Agreement effective date after the initial three -year term . An increase to the rate schedule will be calculated based on the proceeding 12-month percentage change in the Consumer Price Index, San Diego Area, for All Urban Customers (CPI -U) , as reported by the Bureau of Labor Statistics or

5.0%, whichever is lower. If the CPI -U is a negative number, then th e rate schedule will not be adjusted for that year. The Contractor must submit a request and justification to increase the rate schedule at least sixty days prior to the anniversary of the effective date, assuming the City or CMWD opt to extend the Master Services Agreement. The justification accompanying the written request should detail the rationale for the requested adjustment, and the requested adjustment amount, supported by relevant documentation (e.g., CPI-U or 5.0%, whichever is less). Approval of rate schedule increase by the City or CMWD must be documented in an amendment to the Agreement.

7. CONSTRUCTION MANAGEMENT SOFTWARE
Procore Project Management and Collaboration System. This project may utilize the Owner’s Procore (www.procore.com) online project management and document control platform. The intent of utilizing Procore is to reduce cost and schedule risk, improve quality and safety, and maintain a healthy team Docusign Envelope ID: 0293E6B5-D4D5-4983-A7DE-6233BA75D2DF Nov. 12, 2024
Item #2 Page 158 of 680

ATTACHMENT K
PSA25-3535CA

Page 3 ends

dynamic by improving information flow, reducing non -productive activities, reducing rework and decreasing turnaround times. The Contractor is required to create a free web -based Procore user account(s) and utilize web -based training / tutorials (as needed) to become familiar with the system.

It is recommended that the Contractor provide mobile access for Windows, iOS located at https://apps.apple.com/us/app/procore-construction-management/id374930542 or Android devices located at https://play.google.com/store/apps/details?id=com.procore.activities with the Procore App installed to at least one on -site individual to provide real -time access to current posted drawings, specifications, RFIs, submittals, schedules, change orders, project documents, as well as any deficient observations or punch list it ems. Providing mobile access will improve communication, efficiency, and productivity for all parties. The use of Procore for project management does not relieve the contractor of any other requirements as may be specified in the contract documents.

The payment made to Contractor pursuant to the Agreement will be the full and complete compensation to which Contractor is entitled. City will not make any federal or state tax withholdings on behalf of Contractor or its agents, employees or subcontractors. City will not be required to pay any workers' compensation insurance or unemployment contributions on behalf of Contractor or its employees or subcontractors. Contra ctor agrees to indemnify City within thirty (30) days for any tax, retirement contribution, social security, overtime payment, unemployment payment or workers' compensation payment which City may be required to make on behalf of Contractor or any agent, em ployee, or subcontractor of Contractor for work done under this Agreement. At the City’s election, City may deduct the indemnification amount from any balance owing to Contractor.

Docusign Envelope ID: 0293E6B5-D4D5-4983-A7DE-6233BA75D2DF Nov. 12, 2024
Item #2 Page 159 of 680

ATTACHMENT K
PSA25-3535CA

Page 4 ends

11. OTHER CONTRACTORS
The City reserves the right to employ other Contractors in connection with the Services.

If Contractor’s obligation to defend, indemnify, and/or hold harmless arises out of Contractor’s performance as a “design professional” (as that term is defined under Civil Code section 2782.8), then, and only to the extent required by Civil Code Section 2782.8, which is fully incorporated herein, Contractor’s indemnification obligation shall be limited to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Contractor, and, upon Contractor obtaining a final adjudication by a court of competent jurisdiction. Contractor’s liability for such claim, including the cost to defend, shall not exceed the Contractor’s proportionate percentage of fault.

The parties expressly agree that any payment, attorney’s fee, costs or expense City incurs or makes to or on behalf of an injured employee under the City’s self-administered workers’ compensation is included as a loss, expense or cost for the purposes of this section, and that this section will survive the expiration or early termination of this Agreement.

13. INSURANCE
Contractor will obtain and maintain for the duration of the Agreement and any and all amendments, insurance against claims for injuries to persons or damage to property which may arise out of or in connection with performance of the services by Contractor or Contractor’s agents, representatives, employees or subcontractors. The insurance will be obtained from an insurance carrier admitted and authorized to do business in the State of California. The insurance carrier is required to have a current Best's Key Rating of not less than "A-:VII"; OR with a surplus line insurer on the State of California’s List of Approved Surplus Line Insurers (LASLI) with a rating in the latest Best’s Key Rating Guide of at least “A:X”; OR an alien non -admitted insurer listed by the National Association of Insurance Commissioners (NAIC) latest quarterly listings report.

13.1 Coverages and Limits. Contractor will maintain the types of coverages and minimum limits indicated below, unless Risk Manager or City Manager approves a lower amount. These minimum amounts of coverage will not constitute any limitations or cap on Contractor's indemnification obligations under this Agreement. City, its officers, agents and employees make no representation that th e limits of the insurance specified to be carried by Contractor pursuant to this Agreement are adequate to protect Contractor. If Contractor believes th at any required insurance coverage is inadequate, Contractor will obtain such additional insurance coverage, as Contractor deems adequate, at Contractor's sole expense.

The full limits available to the named insured shall also be available and applicable to the City as an additional insured.

Docusign Envelope ID: 0293E6B5-D4D5-4983-A7DE-6233BA75D2DF Nov. 12, 2024
Item #2 Page 160 of 680

ATTACHMENT K
PSA25-3535CA

Page 5 ends

13.1.2 Automobile Liability. (If the use of an automobile is involved for Contractor's work for City). $2,000,000 combined single-limit per accident for bodily injury and property damage.

13.2. Additional Provisions . Contractor will ensure that the policies of insurance required under this Agreement contain, or are endorsed to contain, the following provisions:

13.2.1 The City will be named as an additional insured on Commercial General Liability which shall provide primary coverage to the City.

13.2.2 Contractor will obtain occurrence coverage, excluding Professional Liability, which will be written as claims-made coverage.

13.2.3 If Contractor maintains higher limits than the minimums shown above, the City requires and will be entitled to coverage for the higher limits maintained by Contractor. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage will be available to the City.”

13.2.4 This insurance will be in force during the life of the Agreement and any extensions of it and will not be canceled without thirty (30) days prior written notice to City sent by certified mail pursuant to the Notice provisions of this Agreement.

13.3 Providing Certificates of Insurance and Endorsements. Prior to City's execution of this Agreement, Contractor will furnish certificates of insurance and endorsements to City.

13.5 Submission of Insurance Policies. City reserves the right to require, at anytime, complete and certified copies of any or all required insurance policies and endorsements.

Docusign Envelope ID: 0293E6B5-D4D5-4983-A7DE-6233BA75D2DF Nov. 12, 2024
Item #2 Page 161 of 680

ATTACHMENT K
PSA25-3535CA

Page 6 ends

14. BUSINESS LICENSE
Contractor will obtain and maintain a City of Carlsbad Business License for the term of the Agreement, as may be amended from time-to-time.

15. ACCOUNTING RECORDS
Contractor will maintain complete and accurate records with respect to costs incurred under this Agreement. All records will be clearly identifiable. Contractor will allow a representative of City during normal business hours to examine, audit, and make tr anscripts or copies of records and any other documents created pursuant to this Agreement. Contractor will allow inspection of all work, data,

documents, proceedings, and activities related to the Agreement for a period of four (4) years from the date of final payment under this Agreement.

17. COPYRIGHTS
Contractor agrees that all copyrights that arise from the services will be vested in City and Contractor relinquishes all claims to the copyrights in favor of City.

18. NOTICES
The name of the persons who are authorized to give written notice or to receive written notice on behalf of City and on behalf of Contractor under this Agreement are:

For City: For Contractor:

Name Eleida Felix Yackel Name
Title Senior Contract Administrator Title
Dept Public Works Address

Docusign Envelope ID: 0293E6B5-D4D5-4983-A7DE-6233BA75D2DF 9562 Winter Gardens Blvd #D151
[email protected]
President
Richard F. Yeager Jr., PE
Lakeside, CA 92040
619.312.0195
Nov. 12, 2024
Item #2 Page 162 of 680

ATTACHMENT K
PSA25-3535CA

Page 7 ends

20. CALIFORNIA AIR RESOURCES BOARD (CARB) ADVANCED CLEAN FLEETS REGULATIONS Contractor’s vehicles with a gross vehicle weight rating greater than 8,500 lbs. and light -duty package delivery vehicles operated in California may be subject to the California Air Resources Board (CARB) Advanced Clean Fleets regulations. Such vehicles ma y therefore be subject to requirements to reduce emissions of air pollutants. For more information, please visit the CARB Advanced Clean Fleets webpage at https://ww2.arb.ca.gov/our-work/programs/advanced-clean-fleets.

21. DISCRIMINATION AND HARASSMENT PROHIBITED
Contractor will comply with all applicable local, state and federal laws and regulations prohibiting discrimination and harassment.

22. DISPUTE RESOLUTION
If a dispute should arise regarding the performance of the Services the following procedure will be used to resolve any questions of fact or interpretation not otherwise settled by agreement between the parties.

Representatives of Contractor or City will reduce such questions, and their respective views, to writing. A copy of such documented dispute will be forwarded to both parties involved along with recommended methods of resolution, which would be of benefit to both parties. The representative receiving the letter will reply to the letter along with a recommended method of resolution within ten (10) business days. If the resolution thus obtained is unsatisfactory to the aggrieved party, a letter outlining the disputes will be forwarded to the City Manager. The City Manager will consider the facts and solutions recommended by each party and may then opt to direct a solution to the problem. In such cases, the action of the City Manager will be binding upon the parties involved, although nothing in this proc edure will prohibit the parties from seeking remedies available to them at law.

City at the address contained in this Agreement. City will make a determination of fact based upon the work product delivered to City and of the percentage of work that Contractor has performed which is usable and of worth to City in having the Agreement c ompleted. Based upon that finding City will determine the final payment of the Agreement.

City may terminate this Agreement by tendering thirty (30) days written notice to Contractor. Contractor may terminate this Agreement by tendering ______________ (___) days written notice to City. In the event of termination of this Agreement by either party and upon request of City, Contractor will assemble the work product and put it in order for proper filing and closing and deliver it to City. Contractor will be paid for work performed to the termination date; however, the total will not exceed the lump sum fee payable under this Agreement. City will make the final determination as to the portions of tasks completed and the compensation to be made.

ATTACHMENT K
PSA25-3535CA

Page 8 ends

25. CLAIMS AND LAWSUITS
By signing this Agreement, Contractor agrees that any Agreement claim submitted to City must be asserted as part of the Agreement process as set forth in this Agreement and not in anticipation of litigation or in conjunction with litigation. Contractor ack nowledges that if a false claim is submitted to City, it may be considered fraud and Contractor may be subject to criminal prosecution. Contractor acknowledges that California Government Code sections 12650 et seq., the False Claims Act applies to this Agreement and, provides for civil penalties where a person knowingly submits a false claim to a public entity. These provisions include false claims made with deliberate ignorance of the false information or in reckless disregard of the truth or falsity of information. If City seeks to recover penalties pursuant to the False Claims Act, it is entitled to recover its litigation costs, including attorney's fees. Contractor acknowledges that the filing of a false claim may subject Contractor to an administrative debarment proceeding as the result of which Contractor may be prevented to act as a Contractor on any public work or improvement for a period of up to five (5) years. Contractor acknowledges debarment by another jurisdiction is grounds for City to terminate this Agreement.

26. JURISDICTIONS AND VENUE
This Agreement shall be interpreted in accordance with the laws of the State of California. Any action at law or in equity brought by either of the parties for the purpose of enforcing a right or rights provided for by this Agreement will be tried in a court of competent jurisdiction in the County of San Diego, State of California, and the parties waive all provisions of law providing for a change of venue in these proceedings to any other county.

27. SUCCESSORS AND ASSIGNS
It is mutually understood and agreed that this Agreement will be binding upon City and Contractor and their respective successors. Neither this Agreement nor any part of it nor any monies due or to become due under it may be assigned by Contractor without the prior consent of City, which shall not be unreasonably withheld.

28. THIRD-PARTY RIGHTS
Nothing in this Agreement should be construed to give any rights or benefits to any party other than the City and Contractor.

29. ENTIRE AGREEMENT
This Agreement, together with any other written document referred to or contemplated by it, along with the purchase order for this Agreement and its provisions, embody the entire Agreement and understanding between the parties relating to the subject matter of it. In case of conflict, the terms of the Agreement supersede the purchase order. Neither this Agreement nor any of its provisions may be amended, modified, waived or discharged except in a writing signed by both parties. This Agreement may be executed in counterparts.

ATTACHMENT K
PSA25-3535CA

Page 9 ends

31. AUTHORITY
The individuals executing this Agreement and the instruments referenced in it on behalf of Contractor each represent and warrant that they have the legal power, right and actual authority to bind Contractor to the terms and conditions of this Agreement.

Executed by Contractor this___________ day of _______________________, 2024.

Docusign Envelope ID: 0293E6B5-D4D5-4983-A7DE-6233BA75D2DF October15
Nov. 12, 2024
Item #2 Page 165 of 680
Docusign Envelope ID: 0293E685-O4O5-4983-A7DE-6233BA75O2DF

CONTRACTOR
RF Yeager Engineering, Inc., a California
corporation
(sign here)
Richard F. Yeager, President and Secretary
(print name/title)
By:
(sign here)
(print name/title}

ATTACHMENT K
PSA25-3535CA
CITY OF CARLSBAD, a municipal corporation of
the State of California
By:
l • Keith Blackburn, Mayor
ATTEST:

SHERRY FREISINGER, City Clerk
By:

CJL
Deputy City Clerk
Proper notarial acknowledgment of execution by Contractor must be attached . If a corporation, Agreement must be signed by one corporate officer from each of the following two groups:

APPROVED AS TO FORM:

CINDIE K. McMAHON, City Attorney
BY: _Ci._lA.A-__ ~--~----
Assistant City Attorney
Nov. 12,2024

Page 10 ends

Item #2 Page 166 of 680

ATTACHMENT K
PSA25-3535CA

Page 11 ends

EXHIBIT A

SCOPE OF SERVICES AND FEES

Perform a variety of corrosion engineering tasks as outlined in individual Project Task Descriptions & Fee Allotments (PTD&FA), related to the following:

A. Cathodic protection/corrosion design.

B. Stray current surveys.

C. Corrosion test station monitoring.

D. Corrosivity assessments.

E. Metallic component failure analysis.

F. Preparation of reports.

G. Plan reviews.

H. Corrosion program reviews.

I. Inspections for pipelines, reservoirs, water/wastewater facilities.

J. Construction support.

Requests for work not listed above must be contracted under separate agreement.

Docusign Envelope ID: 0293E6B5-D4D5-4983-A7DE-6233BA75D2DF Nov. 12, 2024
Item #2 Page 167 of 680
ATTACHMENT B –MASTER SERVICES AGREEMENT RATE SCHEDULE
RF Yeager Engineering Inc. - Corrosion Engineering Services

Prices valid through Term of Agreement
STAFF

NAME TITLE HOURLY RATE

1. Richard F. Yeager Jr., PE Principal $220.00

2. Randy J. Geving PE Senior PM $210.00

3. George Medina Senior CADD Designer $145.00

4. 5.

9. 10.

SUB-CONSULTANTS

NAME/FIRM TITLE HOURLY RATE

1. NONE

2. 3.

9. 10.

EXPENSES
DESCRIPTION COST % MARKUP

1. The above billing rates include all
overhead costs such as mileage,
admin, etc.

2. 3.

4. RFQ24-3430CA

REQUEST FOR QUALIFICATIONS-

MASTER SERVICES AGREMENT FOR CONSULTANTS
22 DUE DATE 6/12/2024
2:00 PM PST
Teresa Fong $125.00Administrator
Docusign Envelope ID: 0293E6B5-D4D5-4983-A7DE-6233BA75D2DF Nov. 12, 2024
Item #2 Page 168 of 680
Docusign Envelope ID: 87O7928B-2DB6-49BC-B8O6-594606F66O56

MASTER AGREEMENT FOR

ELECTRICAL ENGINEERING SERVICES
BSE ENGINEERING, INC.

ATTACHMENT L
PSA25-3537CA
THIS AGREEMENT is made and entered into as of the \ j day of N.t"N . , 2024, by and between the City of Carlsbad, California, a municipal corporation , hereinafter referred to as "City", and BSE Engineering, Inc., a California corporation, hereinafter referred to as "Contractor ."

RECITALS
A. City requires the professional services of a consultant experienced in the field of electri cal engineering services.

B. The professional services are required on a non-exclusive, project-by-project basis.

C. Contractor has the necessary experience in providing professional services and advice related to electrical engineering services.

D. Contractor has submitt ed a proposal to City under Request for Qualifications (RFQ) No. 24-3430CA and has affirmed its willingness and ability to perform such work .

NOW. THEREFORE, in consideration of these recitals and the mutual covenants contained herein, City and Contractor agree as follows:

1. SCOPE OF WORK
City retains Contractor to perform , and Contractor agrees to render, those services (the "Services") that are defined in attached Exhibit "A", which is incorporated by this reference in accordance with this Agreement's terms and conditions.

Contractor's obligations with respect to any project granted to Contractor under this Agreement will be as specified in the Task Description for the project (see paragraph 5 below).

3. TERM
The term of this Agreement will be effective for a period of three (3) years from December 1, 2024, through November 30, 2027. The City Manager may amend the Agreement to extend it for two (l.) additional one(!) year(s) periods or parts thereof . Extensions will be based upon a satisfactory review of Contractor' s performan ce, City needs, and appropriation of funds by the City Council. The parties will prepare a written amendment indicating the effective date and length of the extended Agreement .

4. PROGRESS AND COMPLETION
The work for any project granted to Contractor pursuant to this Agreement will begin within ten (10) days after receipt of notifi cation to proceed by City and be completed within the time specified in the Task

Page 1 ends

Nov. 12,2024 Item #2 Page 169 of 680

ATTACHMENT L
PSA25-3537CA

Page 2 ends

5. CO MPENSATION
The cumulative total for all projects allowed pursuant to this Agreement will not exceed five hundred thousand dollars ($500,000). Fees will be paid on a project -by-project basis and will be based on Contractor’s Schedule of Rates specified in Exhibit “A”. Prior to initiation of any project work by Contractor, City shall prepare a Project Task Description and Fee Allotment (the "Task Description") which, upon signature by Contractor and for City, the City Manager or Director, will be considered a part of this Agreement. The Task Description will include a detailed scope of services for the particular project being considered and a statement of Contractor's fee to complete the project in accordance with the specified scope of services. The Task Description will also include a description of the method of payment and will be based upon an hourly rate, percentage of project complete, completion of specific project tasks or a combination thereof.

If the City or CMWD elect to extend the term of the Master Services Agreement, adjustments to the rate schedule may be permitted. Upon receipt of a written request from the Contractor, the City or CMWD may consider approving a rate schedule increase. Rate schedule increases will be considered for each anniversary of the A greement effective date after the initial three-year term . An increase to the rate schedule will be calculated based on the proceeding 12-month percentage change in the Consumer Price Index, San Diego Area, for All Urban Customers (CPI -U) , as reported by the Bureau of Labor Statistics or

6. P

7. CO

NSTRUCTION MANAGEMENT SOFTWARE
Procore Project Management and Collaboration System. This project may utilize the Owner’s Procore (www.procore.com) o nline project management and document control platform. The intent of utilizing Procore is to reduce cost and schedule risk, improve quality and safety, and maintain a healthy team Docusign Envelope ID: 87D7928B-2DB6-49BC-B8D6-594606F66D56 Nov. 12, 2024
Item #2 Page 170 of 680

ATTACHMENT L
PSA25-3537CA

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I
t is recommended that the Contractor provide mobile access for Windows, iOS located at https://apps.apple.com/us/app/procore-construction-management/id374930542 o r Android devices located at https://play.google.com/store/apps/details?id=com.procore.activities w ith the Procore App installed to at least one on-site individual to provide real-time access to current posted drawings, specifications, RFIs, submittals, schedules, change orders, project documents, as well as any deficient observations or punch list it ems. Providing mobile access will improve communication, efficiency, and productivity for all parties. The use of Procore for project management does not relieve the contractor of any other requirements as may be specified in the contract documents.

8. S TATUS OF CONTRACTOR
Contractor will perform the Services in Contractor's own way as an independent contractor and in pursuit of Contractor's independent calling, and not as an employee of City. Contractor will be under control of City only as to the result to be accomplished, but will consult with City as necessary. The persons used by Contractor to provide services under this Agreement will not be considered employees of City for any purposes.

The payment made to Contractor pursuant to the Agreement will be the full and complete compensation to which Contractor is entitled. City will not make any federal or state tax withholdings on behalf of Contractor or its agents, employees or subcontractors. City will not be required to pay any workers' compensation insurance or unemployment contributions on behalf of Contractor or its employees or subcontractors. Contra ctor agrees to indemnify City within thirty (30) days for any tax, retirement contribution, social security, overtime payment, unemployment payment or workers' compensation payment which City may be required to make on behalf of Contractor or any agent, employee, or subcontractor of Contractor for work done under this Agreement. At the City’s election, City may deduct the indemnification amount from any balance owing to Contractor.

9. CO

10. S UBCONTRACTING
Contractor will not subcontract any portion of the Services without prior written approval of City. If Contractor subcontracts any of the Services, Contractor will be fully responsible to City for the acts and omissions of Contractor's subcontractor and of the persons either directly or indirectly employed by the subcontractor, as Contractor is for the acts and omissions of persons directly employed by Contractor.

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ATTACHMENT L
PSA25-3537CA

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11. O

THER CONTRACTORS
The City reserves the right to employ other Contractors in connection with the Services.

12. IN DEMNIFICATION
Contractor agrees to defend (with counsel approved by the City) , indemnify, and hold harmless the City and its officers, elected and appointed officials, employees and volunteers from and against all claims, damages, losses and expenses including attorneys fees arising out of the performance of the work described herein caused by any willful misconduct or negligent act or omission of the Contractor, any subcontractor, anyone directly or indirectly employed by any of them or anyone for whose acts any of them may be liable.

If Contractor’s obligation to defend, indemnify, and/or hold harmless arises out of Contractor ’s performance as a “design professional” (as that term is defined under Civil Code section 2782.8), then, and only to the extent required by Civil Code Section 2782.8, which is fully incorporated herein, Contractor’s indemnification obligation shall be limited to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Contractor, and, upon Contractor obtaining a final adjudication by a court of competent jurisdiction. Contractor’s liability for such claim, including the cost to defend, shall not exceed the Contractor’s proportionate percentage of fault.

The parties expressly agree that any payment, attorney’s fee, costs or expense City incurs or makes to or on behalf of an injured employee under the City’s self-administered workers’ compensation is included as a loss, expense or cost for the purposes of this section, and that this section will survive the expiration or early termination of this Agreement.

13. I

13.1 Co
verages and Limits. Contractor will maintain the types of coverages and minimum limits indicated below, unless Risk Manager or City Manager approves a lower amount. These minimum amounts of coverage will not constitute any limitations or cap on Contractor's indemnification obligations under this Agreement. City, its officers, agents and employees make no representation that the limits of the insurance specified to be carried by Contractor pursuant to this Agreement are adequate to protect Contractor. If Contractor believes th at any required insurance coverage is inadequate, Contractor will obtain such additional insurance coverage, as Contractor deems adequate, at Contractor's sole expense.

The full limits available to the named insured shall also be available and applicable to the City as an additional insured.

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