2024-11-12; City Council; 02; Master Agreements with Consulting Firms to Provide Professional Services — Carlsbad City Council, November 12, 2024 (part 1 of 7)

CA Review GH
Meeting Date: Nov. 12, 2024
To: Mayor/President and City Council/Board of Directors From: Scott Chadwick, City Manager/Executive Manager
Staff Contact: Mariel Cairns, Management Analyst
[email protected], 442-339-5367
Subject: Master Agreements with Consulting Firms to Provide Professional Services
Districts: All
Rec
ommended Action

1. Adopt a resolution of the City Council of the City of Carlsbad, California, approving 37 master agreements with consulting firms to provide professional services in an amount not to exceed $19,300,000 (Exhibit 1).

2. Adopt a resolution of the Board of Directors of the Carlsbad Municipal Water District approving 13 master agreements with consulting firms to provide professional services in an amount not to exceed $5,400,000 (Exhibit 2).

Executive Summary
The city and the Carlsbad Municipal Water District (CMWD) maintain master agreements with consulting firms in a variety of disciplines to ensure timely access to professional services that support departmental and Capital Improvement Program projects. A master agreement acts as an umbrella for various smaller service agreements, allowing the city and the district to assign tasks to qualified consulting firms as the needs arise. With the main terms already covered in the master agreement, only the specific details of each new task need to be negotiated.

These agreements are reviewed, revised, re-bid and re-evaluated every three years to consistently provide the best value and maintain a diverse pool of consultants. The current master agreements are set to expire on Nov. 30, 2024.

Staff recommend the City Council approve a new set of 50 master agreements with consulting firms to provide professional services to the city and the Carlsbad Municipal Water District, in a total amount not to exceed $24,700,000. These master agreements will be effective Dec. 1, 2024, through Nov. 30, 2027, with two additional one-year extensions at the discretion of the City Manager/Executive Manager, for a total term of five years.

The total compensation amount stated in each master agreement is the amount staff has authorization to use to assign specific tasks to the vendors on an as-needed basis, with fixed rates. The actual amount spent under these agreements is also subject to annual appropriations from the City Council and the CMWD Board.

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Explanation & Analysis
The city and the CMWD currently hold 82 master agreements that expire on Nov. 30, 2024. In anticipation of the expiring master agreements, staff developed a three-phase bid approach to compete for the various services and reviewed the disciplines that the city and CMWD are likely to require in the coming years to identify what agreements will be needed.

Phase I
Phase I of the bid process began with staff posting a request for qualifications on the city's website on April 30, 2024, sending electronic notifications to 1,504 registered potential firms.

To encourage a more diverse pool of available consultants, each firm was limited to bidding on a maximum of three disciplines. Statements of qualifications were accepted through June 17, 2024.

Exhibit 3 provides a summary of the number of submissions received for each discipline. The following table shows a summary of agreements by discipline.

Discipline Not-to-exceed amount Agency
Architecture/bridging $1,500,000 City
Civil engineering (general) $1,000,000 CMWD
Civil engineering (general) $4,700,000 City
Corrosion engineering $200,000 City
Corrosion engineering $500,000 CMWD
Electrical engineering $1,500,000 City
Electrical engineering $1,000,000 CMWD
Environmental planning/studies $2,000,000 City
Environmental planning/studies $1,000,000 CMWD
Financial services $600,000 City
Financial services $600,000 CMWD
Storm water treatment control inspection $1,000,000 City Traffic engineering $2,500,000 City
Transportation planning $2,000,000 City
Utility locating/potholing $400,000 City
Utility locating/potholing $400,000 CMWD
Water resources studies and engineering $600,000 CMWD
Water resources studies and engineering $2,900,000 City Water and recycled water planning $300,000 CMWD
The full list of agreements is provided as Exhibit 4.

Phase II
A request for qualifications from vendors in another set of disciplines is to be released in fall 2024, with agreements to be awarded awards in June 2025

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Phase III
The request for qualifications from vendors in the remaining disciplines is to be released in spring 2025, with agreements to be awarded awards in November 2025.

This phased approach allows staff to balance the workload and ensure the city and the CMWD receive the best value from a diverse pool of consultants.

One discipline did not receive any bidders, and two disciplines did not attract the desired number of qualified consultants. These disciplines will be recompeted as part of Phase II.

Fiscal An alysis
Each master agreement establishes an upper not-to-exceed limit, which applies to the duration of the agreement term, which if fully extended, would be five years. The contractor’s rate schedules are fixed for the initial three-year term, after which the contractor may request an increase, subject to the negotiated escalator in the master agreement, and approval by the city.

Further, the actual values of the services performed under each master agreement are established on an individual project task description and fee allotment basis, or project tasks.

Project tasks are authorized by city staff on an as-needed basis, and they are constrained by the availability of project funding, which is appropriated annually through regular budgeting processes. Finally, the master agreements provide a 30-day notice for convenience provision, which allows the city or the CMWD to terminate the agreement, after notice, for any reason.

Next Steps
Upon the City Council and the CMWD Board’s approval, staff will finalize execution of the master agreements. Staff will execute project task description and fee allotments for specific project tasks as needed with firms awarded master agreements in an appropriate discipline.

As project-specific work tasks are identified, individual allotments are negotiated with the appropriate consultant based on the hourly rates established in the master agreement. Each allotment will include an exhibit that defines a detailed scope of services which corresponds to the type of work defined for each master agreement and a total cost based on the approved hourly rates.

Extensions of all master agreements will be at the discretion of the City Manager/Executive Manager and based on a satisfactory review of the consultant’s performance, city or CMWD needs and availability of appropriated funds.

Environmental E
valuation
This action does not constitute a project within the meaning of the California Environmental Quality Act under Public Resources Code section 21065 in that it has no potential to cause either a direct physical change in the environment or a reasonably foreseeable indirect physical change in the environment.

Exhibits

1. City Council resolution

2. Carlsbad Municipal Water District Board of Directors resolution

3. Statements of qualifications received for each discipline

4. Selected firms by discipline and contract value
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RESOLUTION NO. 2024-244

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD, CALIFORNIA, APPROVING 37 MASTER AGREEMENTS WITH CONSULTING

FIRMS TO PROVIDE PROFESSIONAL SERVICES IN AN AMOUNT NOT TO EXCEED $19,300,000
WHEREAS, the City Council of the City of Carlsbad, California has determined that securing access to a diverse pool of available consultants for professional services that facilitate timely completion of departmental and Capital Improvement Program projects is needed; and WHEREAS, the city posted a request for qualifications, then received and reviewed statements of qualifications for professional services consistent with the Carlsbad Municipal Code Section

3.28.060; and
WHEREAS, following a review and ranking of the statements of qualifications based on a weighted scoring system, staff recommend the firms most qualified in providing the best value to the City of Carlsbad for the corresponding disciplines for the term Dec. 1, 2024, through Nov. 30, 2027, with an initial three -year agreement and two additional one-year extensions at the discretion of the City Manager:

1. Architecture/bridging, Carrier Johnson (Attachment A)

2. Architecture/bridging, Domusstudio Architecture , LLP (Attachment B)

3. Architecture/bridging, Tucker Sadler, Architects , Inc. (Attachment C)

4. Civil engineering (General), Dokken Engineering (Attachment D)

5. Civil engineering (General), Kimley-Horn and Associates, Inc. (Attachment E)

6. Civil engineering (General), Michael Baker International , Inc. (Attachment F)

7. Civil engineering (General), Nasland Engineering (Attachment G)

8. Civil engineering (General), NV5, Inc. (Attachment H)

9. Civil engineering (General), Glenn A. Rick Engineering and Development Co. (Attachment I)

10. Civil engineering (General), Wood Rodgers, Inc. (Attachment J)

11. Corrosion engineering, RF Yeager Engineering Inc. (Attachment K)

12. Electrical engineering, BSE Engineering, Inc. (Attachment L)

13. Electrical engineering , Enterprise Engineering, Inc. (Attachment M)

14. Electrical engineering, IDS Group, Inc. (Attachment N)

15. Environmental planning/studies, Dudek (Attachment 0)

16. Environmental planning/studies, Environmental Science Associates (Attachment P)

17. Environmental planning/studies, HELIX Environmental Planning, Inc. (Attachment Q)

18. Environmental planning/studies, LSA Associates, Inc. (Attachment R)

19. Financial services, Carollo Engineers, Inc. (Attachment S)

20. Financial services, Hoch Consulting, APC (Attachment T)

21. Storm water treatment control best management practices inspection, ENGEO, Incorporated (Attachment U)
Exhibit 1
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22. Storm water treatment control best management practices inspection, Mikhail Ogawa Engineering Inc. (Attachment V)

23. Traffic engineering, Chen Ryan Associates, Inc. dba CR Associates (Attachment W}

24. Traffic engineering, Dokken Engineering (Attachment X)

25. Traffic engineering, Michael Baker International , Inc. (Attachment Y)

26. Traffic engineering, Glenn A. Rick Engineering and Development Co. (Attachment Z}

27. Traffic engineering, STC Traffic, Inc. (Attachment AA)

28. Transportation planning, Chen Ryan Associates, Inc. dba CR Associates (Attachment AB}

29. Transportation planning, Fehr & Peers (Attachment AC)

30. Transportation planning, Kimley-Horn and Associates, Inc. (Attachment AD)

31. Transportation planning, Michael Baker International, Inc. (Attachment AE)

32. Utility locating/ pothol ing, Underground Solutions, Inc. (Attachment AF)

33. Water resources studies and engineering, HOR Engineering, Inc. (Attachment AG)

34. Water resources studie s and engineering, NV5, Inc. (Attachment AH)

35. Water resources studies and engineering, R.E.C. Consultants, Inc. (Attachment Al)

36. Water resources studies and engineering, Glenn A. Rick Engineering and Development Co. (Attachment AJ)

37. Water resources studies and engineering, Tory R. Walker Engineering, Inc. (Attachment AK) NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Carlsbad, California, as follows :

1. That the above recitations are true and correct.

2. That the attached 37 master agreements are hereby approved in a total amount not to exceed $19,300,000. That the Mayor is hereby authorized and directed to execute the attached 37 master agreements for professional services on behalf of the City of Carlsbad.

3. That the City Manager, or designee, is authorized to sign, on behalf of the City of Carlsbad, future project task descriptions and fee allotments issued under these master agreements .

4. That the City Manager is further authorized to execute amendments to extend the agreements for up to two additional one-year periods, or portions thereof.

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PASSED, APPROVED AND ADOPTED at a Regular Meeting of the City Council of the City of Carlsbad on the 12th day of November, 2024, by the following vote, to wit:

AYES:

NAYS:

ABSTAIN:

ABSENT:

BLACKBURN, BHAT-PATEL, ACOSTA, BURKHOLDER, LUNA.

NONE.

KEITH BLACKBURN, Mayor
SHERRY FREISINGER, City Clerk
(SEAL)
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-71 :9436A.6 ;25782A0-)A*%#+"" A+(++.A$f-A(l!.A&-+',#$%('('

MASTER AGREEMENT FOR ARCHITECTURE/ BRIDGING SERVICES

CARRIER JOHNSON
Attachment A
PSA25-3522CA
THIS AGREEMENT is made and entered into as of the \ 4 day of No\/ , 2024, by and between the City of Carlsbad, California, a municipal corporation, hereinafter referr ed to as "City", and Carrier Johnson, a California corporation, hereinafter referred to as "Contractor."

RECITALS
A. City requires the professional services of a consultant that is experienced in the architecture and bridging field.

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 architecture and bridging.

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 whi le 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 extend it for two m additio nal 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.

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 Description for the project (see paragraph 5 below). Extensions of time for a specific Task Description may

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be granted if requested by Contractor and agreed to in writing by the City Manager or the Division Director a s a u t h o r i z e d b y t h e C i t y M a n a g e r ( “ D i r e c t o r ” ) . T h e C i t y M a n a g e r o r D i r e c t o r w i l l g i v e a l l o w a n c e f o r documented and substantiated unforeseeable and unavoid able 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 projec t-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 co mplete the project in accordance with the specified scope of services. The Task Description will also incl ude 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 writte n 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 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 requ ested 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 state prevailing wage laws. The general prevailing r a t e o f w a g e s , f o r e a c h c r a f t o r t y p e o f w o r k e r needed to execute the contract, shall be those as determined by the Director of In dustrial 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, ve rifying and certifying payroll records, 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 Syst em. 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 dynamic by improving information flow, reducing non-productive activities, reducing rework and -71:9436Ā.6;25782Ā0-)Ā*%#+" " Ȁ+(++Ȁ$/'-Ȁ(/!.Ȁ&-+',#$%('(' Nov. 12, 2024
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decreasing turnaround times. The Contractor is r equired to create a free web-based Procore user account(s) and utilize web-based training / tutorial s (as needed) to become familiar with the system.

Unless the Engineer approves otherwise, the Contractor shall process all project documents 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 provid e 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 pr ovide real-time access to current posted drawings, specifications, RFIs, submittals, schedules, change orders, project documents, as well as any deficient observations or punch list items. 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 e mployee 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 Agreemen t 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. Contractor 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. SUBCONTRA CTING
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 perso ns either directly or indirectly employed by the subcontractor, as Contractor is for the acts and om issions of persons directly employed by Contractor.

Nothing contained in this Agreement will create any contractual relationship between any subcontractor -71:9436Ā.6;25782Ā0-)Ā*%#+" " Ȁ+(++Ȁ$/'-Ȁ(/!.Ȁ&-+',#$%('(' Nov. 12, 2024
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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 is a design-professional and agrees to defend (with counsel approved by the City), indemnify, and hold harmless the City and its officers, electe d 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 defe nd, 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 Se ction 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 jurisdictio n. 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 Co ntractor 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 Nation al 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 em ployees 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 that 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 al so be available and applicable to the City as an additional insured.
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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 auto mobile 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' Compens ation 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. Covera ge 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 limi ts 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 th e 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 Insura nce 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 obta in 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. -71:9436Ā.6;25782Ā0-)Ā*%#+" " Ȁ+(++Ȁ$/'-Ȁ(/!.Ȁ&-+',#$%('(' Nov. 12, 2024
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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, 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. OWNERSHIP OF DOCUMENTS
All work product produced by Contractor or its ag ents, 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 subcontractors 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 observe 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.
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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. CALIFORNIA AIR RESOURCES BOARD (CARB) ADVANCED CLEAN FLEETS REGULATIONS Contractor’s vehicles with a gross vehicle weight rating greater than 8,500 lb s. 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 forwarde d 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 meth od of resolution within ten (10) business days. If the resolution thus obtained is unsatisfactory to th e 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. Where City Manager does not direct a solution to the problem, mediation is optional if a dispute remains.

23. TERMINATION
In the event of the Contractor's failure to prosecute, deliver, or perform the Services, City may terminate this Agreement for nonperformance by notifying Contra ctor by certified mail of the termination. If City decides to abandon or indefinitely postpone the work or services cont emplated 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; ho wever, 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.

Nov. 12, 2024
Item #2 Page 13 of 680
PSA25-3522CA

Page 8 ends

not paid or agreed to pay any company or person, other than a bona fide employee, any fee, commission, 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. 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 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 informatio n. 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 competen t 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 no r 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.

30. PUBLIC 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 i n t h i s c o n t r a c t a t t h e s a m e p r i c e s , t e r m s , a n d -71:9436Ā.6;25782Ā0-)Ā*%#+" " Ȁ+(++Ȁ$/'-Ȁ(/!.Ȁ&-+',#$%('(' Nov. 12, 2024
Item #2 Page 14 of 680
PSA25-3522CA

Page 9 ends

conditions. If another public agency chooses to participate, the term shall be for the term of this contract, 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 financ ial responsibility, in connection with participation by another public agency.

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. -71:9436Ā.6;25782Ā0-)Ā*%#+" " Ȁ+(++Ȁ$/'-Ȁ(/!.Ȁ&-+',#$%('('

Nov. 12, 2024
Item #2 Page 15 of 680
-71 :9436A.6;25782A0-JA•%#+"" A+(++A$t-A(l!.A&-+',#$%('(' PSA25-3522CA
CONTRACTOR CITY OF CARLSBAD, a municipal corporat ion of Carrier Johnson, a California corporation
By:
(sign here)
:•State of~
~e,th lackburn, Mayor
Ray Varela President
(print name/title) ATTEST:

SHERRY FREISINGER, City Clerk
(sign here) By:

Jackie Angel Secretary
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 th e officer(s) signing to bind the corporation .

APPROVED AS TO FORM:

CINDIE K. McMAHON, City Attorney
-'iiu. !h.mY,. BY: ___________ _
Assistant City Attorney

Page 10 ends

Nov. 12, 2024 Item #2 Page 16 of 680
PSA25-3522CA

Page 11 ends

EXHIBIT A

SCOPE OF SERVICES

AND FEES
Perform a variety of architecture and bridging tasks
as outlined in individual Project Task Description &
Fee Allotments (PTD&FA) related to the following:

A. Bridging Document Development.

B. Complete
Design Services.

C. Conceptual Design.

D. Design Administration Services (RFI
, ASI, Review).

E. Space Programming.

Requests for work not listed above must be contracted under separate agreement. -71:9436Ā.6;25782Ā0-)Ā*%#+" " Ȁ+(++Ȁ$/'-Ȁ(/!.Ȁ&-+',#$%('(' Nov. 12, 2024
Item #2 Page 17 of 680
418.00
360.00
285.00
254.00
241.00
222.00
170.00
148.00
127.00
117.00
10 10

95.00 275.00
320.00
335.00
-71:9436Ā.6;25782Ā0-)Ā*%#+" " Ȁ+(++Ȁ$/'-Ȁ(/!.Ȁ&-+',#$%('(' Nov. 12, 2024
Item #2 Page 18 of 680
HOU

RLY PROFESSIONAL MEP ENGINEERING SERVICES
Principal ____________________________ $250.00
Associate ___________________________ $220.00
Project Manager _____________________ $200.00
Project Engineer ______________________ $160.00
Senior Designer ______________________ $135.00
Designer ____________________________ $110.00
CAD Operator ________________________ $85.00
Administrative _______________________ $75.00
Principals
Michael Akavan, PE, LEED AP
Roy Campbell, PE, LEED AP
Jerry Coult, CPD, LEED AP
Daniel Grammier, PE, LEED AP
Brian Hahnlen
Richard Hernandez, CPD, LEED AP
Eric Leftwich, PE
Vincent Luna, PE
Tom Lunneberg, PE, LEED AP BD+C, CxA
David Noji, LEED AP
Shahab Salehi, PE, LEED AP
Dwayne Sattler, CPD
Harold Stueven, PE
Benny Sy, PE, CPD
Ray Thompson
Vincent Vegas, PE, CPD, LEED AP
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Item #2 Page 19 of 680

SCHEDULE OF EXPENSES - DCI ENGINEERS

PROFESSIONAL SERVICES
February 2024
Clerical and Administrative 1000 $80/hr Project Manager 3100 $120/hr Clerical and Administrative 1010 $100/hr Project Manager 3110 $140/hr Clerical and Administrative 1020 $120/hr Project Manager 3120 $160/hr Project Manager 3130 $180/hr
Technical Designer 2000 $80/hr Project Manager 3140 $200/hr Technical Designer 2010 $90/hr Project Manager 3150 $220/hr Technical Designer 2020 $100/hr Project Manager 3160 $240/hr Technical Designer 2030 $120/hr Project Manager 3170 $260/hr Technical Designer 2040 $140/hr
Senior Project Manager 3200 $140/hr
Senior Technical Designer 2100 $100/hr Senior Project Manager 3210 $160/hr Senior Technical Designer 2110 $120/hr Senior Project Manager 3220 $180/hr Senior Technical Designer 2120 $140/hr Senior Project Manager 3230 $200/hr Senior Technical Designer 2130 $160/hr Senior Project Manager 3240 $220/hr Senior Technical Designer 2140 $180/hr Senior Project Manager 3250 $240/hr Senior Technical Designer 2150 $200/hr Senior Project Manager 3260 $260/hr Senior Project Manager 3270 $280/hr
Project Designer 2200 $80/hr
Project Designer 2210 $100/hr Associate 4000 $160/hr
Project Designer 2220 $120/hr Associate 4010 $180/hr
Project Designer 2230 $140/hr Associate 4020 $200/hr Project Designer 2240 $160/hr Associate 4030 $220/hr Project Designer 2250 $180/hr Associate 4040 $240/hr
Project Designer 2260 $200/hr Associate 4050 $260/hr
Associate 4060 $280/hr
Project Engineer 3000 $100/hr
Project Engineer 3010 $120/hr Associate Principal 4100 $180/hr Project Engineer 3020 $140/hr Associate Principal 4110 $200/hr Project Engineer 3030 $160/hr Associate Principal 4120 $220/hr Project Engineer 3040 $180/hr Associate Principal 4130 $240/hr Project Engineer 3050 $200/hr Associate Principal 4140 $260/hr Associate Principal 4150 $280/hr
Senior Project Engineer 3300 $120/hr Associate Principal 4160 $300/hr Senior Project Engineer 3310 $140/hr
Senior Project Engineer 3320 $160/hr Principal Engineer 4200 $200/hr Senior Project Engineer 3330 $180/hr Principal Engineer 4210 $220/hr Senior Project Engineer 3340 $200/hr Principal Engineer 4220 $250/hr Senior Project Engineer 3350 $220/hr Principal Engineer 4230 $300/hr Principal Engineer 4240 $350/hr
Principal Engineer 4250 $400/hr
Principal Engineer 4260 $500/hr
Principal Engineer 4270 $600/hr

REIMBURS

ABLE SERVICES
Ou
t of Office Services/Expenses $1.10x Direct Cost
Mileage Reimbursement IRS Standard Mileage Rate
This Schedule of Expenses is subject to adjustment in accordance with DCI’s normal review practices. For billing purposes, DCI will use the Schedule of Expenses in effect at the time of service. -71:9436Ā.6;25782Ā0-)Ā*%#+" " Ȁ+(++Ȁ$/'-Ȁ(/!.Ȁ&-+',#$%('(' Nov. 12, 2024
Item #2 Page 20 of 680
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Item #2 Page 21 of 680

HOURLY TIME AND MATERIALS FEE SCHEDULE
January 2024
Fees will be charged for technical work, consultation, and additional services. Charges will be made for typing, as in the preparation of reports, and for time and costs of printing. No direct charges will be made for normal secretarial service, office management, or general accounting; these items are included in overhead.

HOURLY RATES
Principal Landscape Architect/President ...........................................................................................................................$300/hour Principal Landscape Architect/Partner ............................................................................................................................... $250/hour Principal/Studio Director ........................................................................................................................................................$200/hour Associate Landscape Architect .............................................................................................................................................. $175/hour Senior Project Manager/Licensed Landscape Architect/Certified Arborist .............................................................. $155/hour Project Manager .........................................................................................................................................................................$140/hour Senior Landscape Designer ..................................................................................................................................................... $125/hour Landscape Designer ...................................................................................................................................................................$110/hour Clerical/T ypist ...............................................................................................................................................................................$85/hour

REIMBURSABLE EXPENSES
Reimbursable expenses such as reproduction printing, delivery service, soils testing, permits, parking, project specific supplies, etc., will be marked up by 10%.

In-house plotting will be charged per square-foot at the following rates: bond $2.00 per square-foot, vellum $3.00 per square-foot, mylar $4.00 per square-foot, and color $5.00 per square-foot. In-house color laser prints will be charged at $.50 for letter size, $.75 for legal size, and $1.00 for ledger size.

SUB-CONSULTANTS
Expenses for consultants employed by Schmidt Design Group, Inc. will be marked up by 10%.

MILEAGE
Mileage in the interest of the client will be charged at the current U.S. General Services Administration Privately Owned Vehicle Mileage Reimbursement Rates.

TRAVEL
Time spent in travel in the interest of the client will be charged at hourly rates. A minimum of one hour will be charged for any site visit. No more than eight (8) hours of travel time will be charged in any one day. Subsistence will be charged when it is necessary for personnel to be away from the office overnight.

Rates may be adjusted annually.
1310 Rosecrans St., Suite G San Diego, CA 92106
T 619.236.1462 | F 619.236.8792
LIC. CA 2138 | NV 219 | AZ 34139
SCHMIDTDESIGN.COM
-71:9436Ā.6;25782Ā0-)Ā*%#+" " Ȁ+(++Ȁ$/'-Ȁ(/!.Ȁ&-+',#$%('(' Nov. 12, 2024
Item #2 Page 22 of 680

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Item #2 Page 23 of 680
Fee Schedule - 2024

TITLE HOURLY RATE

DIRECTOR
LEVEL SERVICES:

Director $270
MANAGEMENT: Cost Estimating Manager $197
SENIOR
PROFESSIONAL:

Senior Cost Estimator $187
PROFESSIONAL:

Cost Estimator II
Cost Estimator I
Economist
Senior Risk Analyst
$172
$162
$200
$187
Rates are valid through 31 December 2024.

PROFESSIONAL RATES
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Item #2 Page 24 of 680
COFFMAN ENGINEERS | City of Carlsbad MSA 2024 8
Yc]+c
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Item #2 Page 25 of 680
Docusign Envelope ID: E20E02DB-34E8-4571-AA0A-E101C8CFA1AA

MASTER AGREEMENT FOR ARCHITECTURE/ BRIDGING SERVICES

DOMUSSTUDIO ARCHITECTURE, LLP

ATTACHMENT B
PSA25-3524CA
J
IS AGREEMENT is made and entered into as of the \~ day of N o , 2024, by and between the City of Carlsbad, California, a municipal corporation , ' hereinafter referred to as "City", and Domusstudio Architecture, LLP, a limited liability partnersh ip, hereinafter referred to as "Contractor."

RECITALS
A. City requires the professional services of a consultant that is experienced in the architecture and bridging field.

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 architecture and bridging.

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:

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 customari ly exercised by reputable members of Contractor's profession practicing in the Metropolit an 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 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 .

Page 1 ends

Nov. 12,2024 Item #2 Page 26 of 680
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Ed
W^ϮϱͲϯϱϮϰ
WĂŐĞϮ ŝƚǇƚƚŽƌŶĞǇƉƉƌŽǀĞĚsĞƌƐŝŽŶϱͬϮϮͬϮϬϮϰ

ďĞŐƌĂŶƚĞĚŝĨƌĞƋƵĞƐƚĞĚďǇŽŶƚƌĂĐƚŽƌĂŶĚĂŐƌĞĞĚƚŽŝŶǁƌŝƚŝŶŐďǇƚŚĞŝƚǇDĂŶĂŐĞƌŽƌƚŚĞŝǀŝƐŝŽŶŝƌĞĐƚŽƌ ĂƐ ĂƵƚŚŽƌŝǌĞĚ ďǇ ƚŚĞ ŝƚǇ DĂŶĂŐĞƌ ;͞ŝƌĞĐƚŽƌ͟Ϳ͘ dŚĞ ŝƚǇ DĂŶĂŐĞƌ Žƌ ŝƌĞĐƚŽƌ ǁŝůů ŐŝǀĞ ĂůůŽǁĂŶĐĞ ĨŽƌ ĚŽĐƵŵĞŶƚĞĚĂŶĚƐƵďƐƚĂŶƚŝĂƚĞĚƵŶĨŽƌĞƐĞĞĂďůĞĂŶĚƵŶĂǀŽŝĚĂďůĞĚĞůĂ ǇƐŶŽƚĐĂƵƐĞĚďǇĂůĂĐŬŽĨĨŽƌĞƐŝŐŚƚ ŽŶƚŚĞƉĂƌƚŽĨŽŶƚƌĂĐƚŽƌ͕ŽƌĚĞůĂǇƐĐĂƵƐĞĚďǇŝƚǇŝŶĂĐƚŝŽŶŽƌŽƚŚĞƌĂŐĞŶĐŝĞƐΖůĂĐŬŽĨƚŝŵĞůǇĂĐƚŝŽŶ͘/ŶŶŽ ĞǀĞŶƚƐŚĂůůĂƐƉĞĐŝĨŝĐdĂƐŬĞƐĐƌŝƉƚŝŽŶĞǆĐĞĞĚƚŚĞƚĞƌŵŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͘
ϱ͘ KDW
E^d/KE
dŚĞ ĐƵŵƵůĂƚŝǀĞ ƚŽƚĂů ĨŽƌ ĂůůƉƌŽũĞĐƚƐ ĂůůŽǁĞĚƉƵƌƐƵĂŶƚƚŽ ƚŚŝƐŐƌĞĞŵĞŶƚǁŝůů ŶŽƚ ĞǆĐĞĞĚ ĨŝǀĞ ŚƵŶĚƌĞĚ ƚŚŽƵƐĂŶĚ ĚŽůůĂƌƐ ;ΨϱϬϬ͕ϬϬϬͿ͘ &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
ǆŚŝďŝƚ ͘͟͞ WƌŝŽƌ ƚŽ ŝŶŝƚŝĂƚŝŽŶ ŽĨ ĂŶǇ ƉƌŽũĞĐƚ ǁŽƌŬ ďǇ ŽŶƚƌĂĐƚŽƌ͕ŝƚǇƐŚĂůůƉƌĞƉĂƌĞĂWƌŽũĞĐƚdĂƐŬĞƐĐƌŝƉƚŝŽŶĂŶĚ&ĞĞůůŽƚŵĞŶƚ;ƚŚĞΗdĂƐŬĞƐĐƌŝƉƚŝŽŶΗͿǁŚŝĐŚ͕ ƵƉŽŶƐŝŐŶĂƚƵƌĞďǇŽŶƚƌĂĐƚŽƌĂŶĚĨŽƌŝƚǇ͕ƚŚĞŝƚǇDĂŶĂŐĞƌŽƌŝƌĞĐƚŽƌ͕ǁŝůůďĞĐŽŶƐŝĚĞƌĞĚĂƉĂƌƚŽĨƚŚŝƐ ŐƌĞĞŵĞŶƚ͘dŚĞdĂƐŬĞƐĐƌŝƉƚŝŽŶǁŝůůŝŶĐůƵĚĞĂĚĞƚĂŝůĞĚƐĐŽƉĞŽ ĨƐĞƌǀŝĐĞƐĨŽƌƚŚĞƉĂƌƚŝĐƵůĂƌƉƌŽũĞĐƚďĞŝŶŐ ĐŽŶƐŝĚĞƌĞĚĂŶĚĂƐƚĂƚĞŵĞŶƚŽĨŽŶƚƌĂĐƚŽƌΖƐĨĞĞƚŽĐŽŵƉůĞƚĞƚŚĞ ƉƌŽũĞĐƚŝŶĂĐĐŽƌĚĂŶĐĞǁŝƚŚƚŚĞƐƉĞĐŝĨŝĞĚ ƐĐŽƉĞŽĨƐĞƌǀŝĐĞƐ͘dŚĞdĂƐŬĞƐĐƌŝƉƚŝŽŶǁŝůůĂůƐŽŝŶĐůƵĚĞĂĚĞƐ ĐƌŝƉƚŝŽŶŽĨƚŚĞŵĞƚŚŽĚŽĨƉĂǇŵĞŶƚĂŶĚǁŝůů ďĞďĂƐĞĚƵƉŽŶĂŶŚŽƵƌůǇƌĂƚĞ͕ƉĞƌĐĞŶƚĂŐĞŽĨƉƌŽũĞĐƚĐŽŵƉůĞƚĞ͕Đ ŽŵƉůĞƚŝŽŶŽĨƐƉĞĐŝĨŝĐƉƌŽũĞĐƚƚĂƐŬƐŽƌĂ ĐŽŵďŝŶĂƚŝŽŶƚŚĞƌĞŽĨ͘

/ĨƚŚĞŝƚǇŽƌDtĞůĞĐƚƚŽĞǆƚĞŶĚƚŚĞƚĞƌŵŽĨƚŚĞDĂƐƚĞƌ^Ğƌǀ ŝĐĞƐŐƌĞĞŵĞŶƚ͕ĂĚũƵƐƚŵĞŶƚƐƚŽƚŚĞƌĂƚĞ ƐĐŚĞĚƵůĞŵĂǇďĞƉĞƌŵŝƚƚĞĚ͘hƉŽŶƌĞ ĐĞŝƉƚŽĨĂǁƌŝƚƚĞŶƌĞƋƵĞƐƚĨƌ ŽŵƚŚĞŽŶƚƌĂĐƚŽƌ͕ƚŚĞŝƚǇŽƌDt ŵĂǇ ĐŽŶƐŝĚĞƌ ĂƉƉƌŽǀŝŶŐ Ă ƌĂƚĞ ƐĐŚĞĚƵůĞ ŝŶĐƌĞĂƐĞ͘ ZĂƚĞ ƐĐŚĞĚƵůĞ ŝŶĐƌĞĂƐĞƐ ǁŝůů ďĞ ĐŽŶƐŝĚĞƌĞĚ ĨŽƌ ĞĂĐŚ ĂŶŶŝǀĞƌƐĂƌǇ ŽĨ ƚŚĞ ŐƌĞĞŵĞŶƚ ĞĨĨĞĐƚŝǀĞ ĚĂƚĞ ĂĨƚĞƌ ƚŚĞ ŝŶŝƚŝĂů ƚŚƌĞĞͲǇĞĂƌ ƚĞƌŵ͘ Ŷ ŝŶĐƌĞĂƐĞ ƚŽ ƚŚĞ ƌĂƚĞ ƐĐŚĞĚƵůĞǁŝůůďĞĐĂůĐƵůĂƚĞĚďĂƐĞĚŽŶƚŚĞƉƌŽĐĞĞĚŝŶŐϭϮͲŵŽŶƚŚƉĞƌĐĞŶƚĂŐĞĐŚĂŶŐĞŝŶƚŚĞŽŶƐƵŵĞƌWƌŝĐĞ /ŶĚĞǆ͕^ĂŶŝĞŐŽƌĞĂ͕ĨŽƌůůhƌďĂŶƵƐƚŽŵĞƌƐ;W/ͲhͿ͕ĂƐƌĞƉ ŽƌƚĞĚďǇƚŚĞƵƌĞĂƵŽĨ>ĂďŽƌ^ƚĂƚŝƐƚŝĐƐŽƌ ϱ͘Ϭй͕ǁŚŝĐŚĞǀĞƌŝƐůŽǁĞƌ͘/ĨƚŚĞW/ͲhŝƐĂŶĞŐĂƚŝǀĞŶƵŵďĞƌ͕ƚŚ ĞŶƚŚĞƌĂƚĞƐĐŚĞĚƵůĞǁŝůůŶŽƚďĞĂĚũƵƐƚĞĚ ĨŽƌƚŚĂƚǇĞĂƌ͘dŚĞŽŶƚƌĂĐƚŽƌŵƵƐƚƐƵďŵŝƚĂƌĞƋƵĞƐƚĂŶĚũƵƐƚŝĨŝĐĂƚŝŽŶƚŽŝŶĐƌĞĂƐĞƚŚĞƌĂƚĞƐĐŚĞĚƵůĞĂƚůĞĂƐƚ ƐŝǆƚǇĚĂǇƐƉƌŝŽƌƚŽƚŚĞĂŶŶŝǀĞƌƐĂƌǇŽĨƚŚĞĞĨĨĞĐƚŝǀĞĚĂƚĞ͕ĂƐƐƵ ŵŝŶŐƚŚĞŝƚǇŽƌDtŽƉƚƚŽĞǆƚĞŶĚƚŚĞ DĂƐƚĞƌ ^ĞƌǀŝĐĞƐ ŐƌĞĞŵĞŶƚ͘ dŚĞ ũƵƐƚŝĨŝĐĂƚŝŽŶ ĂĐĐŽŵƉĂŶǇŝŶŐ ƚŚĞ ǁ ƌŝƚƚĞŶ ƌĞƋƵĞƐƚ ƐŚŽƵůĚ ĚĞƚĂŝů ƚŚĞ ƌĂƚŝŽŶĂůĞĨŽƌƚŚĞƌĞƋƵĞƐƚĞĚĂĚũƵƐƚŵĞŶƚ͕ĂŶĚƚŚĞƌĞƋƵĞƐƚĞĚĂĚũƵƐ ƚŵĞŶƚĂŵŽƵŶƚ͕ƐƵƉƉŽƌƚĞĚďǇƌĞůĞǀĂŶƚ ĚŽĐƵŵĞŶƚĂƚŝŽŶ;Ğ͘Ő͕͘W/ͲhŽƌϱ͘Ϭй͕ǁŚŝĐŚĞǀĞƌŝƐůĞƐƐͿ͘ƉƉƌŽǀĂ ůŽĨƌĂƚĞƐĐŚĞĚƵůĞŝŶĐƌĞĂƐĞďǇƚŚĞŝƚǇŽƌ DtŵƵƐƚďĞĚŽĐƵŵĞŶƚĞĚŝŶĂŶĂŵĞŶĚŵĞŶƚƚŽƚŚĞŐƌĞĞŵĞŶƚ͘
ϲ͘ WZ
s/>/E't'
Zd
^
ŶǇĐŽŶƐƚƌƵĐƚŝŽŶ͕ĂůƚĞƌĂƚŝŽŶ͕ĚĞŵŽůŝƚŝŽŶ͕ƌĞƉĂŝƌ͕ĂŶĚŵĂŝŶƚĞŶĂŶĐĞǁŽƌŬ͕ŝŶĐůƵĚŝŶŐǁŽƌŬƉĞƌĨŽƌŵĞĚĚƵƌŝŶŐ ĚĞƐŝŐŶĂŶĚƉƌĞĐŽŶƐƚƌƵĐƚŝŽŶƐƵĐŚĂƐŝŶƐƉĞĐƚŝŽŶĂŶĚůĂŶĚƐƵƌǀĞǇŝŶ ŐǁŽƌŬ͕ĐƵŵƵůĂƚŝǀĞůǇĞǆĐĞĞĚŝŶŐΨϭ͕ϬϬϬ ĂŶĚƉĞƌĨŽƌŵĞĚƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚĂƌĞƐƵďũĞĐƚƚŽƐƚĂƚĞƉƌĞǀĂŝů ŝŶŐǁĂŐĞůĂǁƐ͘dŚĞŐĞŶĞƌĂůƉƌĞǀĂŝůŝŶŐ ƌĂƚĞ ŽĨ ǁĂŐĞƐ͕ ĨŽƌ ĞĂĐŚ ĐƌĂĨƚ Žƌ ƚǇƉĞ ŽĨ ǁŽƌŬĞƌ ŶĞĞĚĞĚ ƚŽ ĞǆĞĐƵƚĞ ƚŚĞ ĐŽŶƚƌĂĐƚ͕ ƐŚĂůů ďĞ ƚŚŽƐĞ ĂƐ ĚĞƚĞƌŵŝŶĞĚďǇƚŚĞŝƌĞĐƚŽƌŽĨ/ŶĚƵƐƚƌŝĂůZĞůĂƚŝŽŶƐƉƵƌƐƵĂŶƚƚŽ ƚŚĞ^ĞĐƚŝŽŶϭϳϳϬ͕ϭϳϳϯĂŶĚϭϳϳϯ͘ϭŽĨƚŚĞ ĂůŝĨŽƌŶŝĂ>ĂďŽƌŽĚĞ͘WƵƌƐƵĂŶƚƚŽ^ĞĐƚŝŽŶϭϳϳϯ͘ϮŽĨƚŚĞĂůŝĨŽƌŶŝĂ>ĂďŽƌĐŽĚĞ͕ĂĐƵƌƌĞŶƚĐŽƉǇŽĨĂƉƉůŝĐĂďůĞ ǁĂŐĞƌĂƚĞƐŝƐŽŶĨŝůĞŝŶƚŚĞŽĨĨŝĐĞŽĨƚŚĞŝƚǇ
ŶŐŝŶĞĞƌ͘ŽŶƚƌĂĐƚŽƌƐŚĂůůŶŽƚƉĂǇůĞƐƐƚŚĂŶƚŚĞƐĂŝĚƐƉĞĐŝĨŝĞĚ ƉƌĞǀĂŝůŝŶŐƌĂƚĞƐŽĨǁĂŐĞƐƚŽĂůůƐƵĐŚǁŽƌŬĞƌƐĞŵƉůŽǇĞĚďǇŚŝŵŽ ƌŚĞƌŝŶƚŚĞĞǆĞĐƵƚŝŽŶŽĨƚŚĞŐƌĞĞŵĞŶƚ͘ ŽŶƚƌĂĐƚŽƌĂŶĚĂŶǇƐƵďĐŽŶƚƌĂĐƚŽƌƐƐŚĂůůĐŽŵƉůǇǁŝƚŚ^ĞĐƚŝŽŶϭϳϳ ϲŽĨƚŚĞĂůŝĨŽƌŶŝĂ>ĂďŽƌŽĚĞ͕ǁŚŝĐŚ ŐĞŶĞƌĂůůǇƌĞƋƵŝƌĞƐŬĞĞƉŝŶŐĂĐĐƵƌĂƚĞƉĂǇƌŽůůƌĞĐŽƌĚƐ͕ǀĞƌŝĨǇŝŶŐ ĂŶĚĐĞƌƚŝĨǇŝŶŐƉĂǇƌŽůůƌĞĐŽƌĚƐ͕ĂŶĚŵĂŬŝŶŐ ƚŚĞŵĂǀĂŝůĂďůĞĨŽƌŝŶƐƉĞĐƚŝŽŶ͘ŽŶƚƌĂĐƚŽƌƐŚĂůůƌĞƋƵŝƌĞĂŶǇƐƵďĐŽŶƚƌĂĐƚŽƌƐƚŽĐŽŵƉůǇǁŝƚŚ^ĞĐƚŝŽŶϭϳϳϲ͘
ϳ͘ KE^dZhd/KEDE'
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

Nov. 12, 2024
Item #2 Page 27 of 680
dd,D
Ed
W^ϮϱͲϯϱϮϰ
WĂŐĞϯ ŝƚǇƚƚŽƌŶĞǇƉƉƌŽǀĞĚsĞƌƐŝŽŶϱͬϮϮͬϮϬϮϰ

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 ŽĨŽŶƚƌĂĐƚŽƌΖƐŝŶĚĞƉĞŶĚĞŶƚĐĂůůŝŶŐ͕ĂŶĚŶŽƚĂƐĂŶĞŵƉůŽǇĞĞŽĨŝƚǇ͘ŽŶƚƌĂĐƚŽƌǁŝůůďĞƵŶĚĞƌĐŽŶƚƌŽůŽĨ ŝƚǇŽŶůǇĂƐƚŽƚŚĞƌĞƐƵůƚƚŽďĞĂĐĐŽŵƉůŝƐŚĞĚ͕ďƵƚǁŝůůĐŽŶƐƵůƚǁŝƚŚŝƚǇĂƐŶĞĐĞƐƐĂƌǇ͘dŚĞƉĞƌƐŽŶƐƵƐĞĚďǇ ŽŶƚƌĂĐƚŽƌƚŽƉƌŽǀŝĚĞƐĞƌǀŝĐĞƐƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚǁŝůůŶŽƚďĞ ĐŽŶƐŝĚĞƌĞĚĞŵƉůŽǇĞĞƐŽĨ ŝƚǇĨŽƌĂŶǇ ƉƵƌƉŽƐĞƐ͘

dŚĞƉĂǇŵĞŶƚŵĂĚĞƚŽŽŶƚƌĂĐƚŽƌƉƵƌƐƵĂŶƚƚŽƚŚĞŐƌĞĞŵĞŶƚǁŝůůďĞƚŚĞĨƵůůĂŶĚĐŽŵƉůĞƚĞĐŽŵƉĞŶƐĂƚŝŽŶ ƚŽ ǁŚŝĐŚ ŽŶƚƌĂĐƚŽƌ ŝƐ ĞŶƚŝƚůĞĚ͘ ŝƚǇ ǁŝůů ŶŽƚ ŵĂŬĞ ĂŶǇ ĨĞĚĞƌĂů Žƌ ƐƚĂƚĞ ƚĂǆ ǁŝƚŚŚŽůĚŝŶŐƐ ŽŶ ďĞŚĂůĨ ŽĨ ŽŶƚƌĂĐƚŽƌ Žƌ ŝƚƐ ĂŐĞŶƚƐ͕ ĞŵƉůŽǇĞĞƐ Žƌ ƐƵďĐŽŶƚƌĂĐƚŽƌƐ͘ ŝƚǇ ǁŝůů ŶŽƚ ďĞ ƌĞƋƵŝƌĞĚ ƚŽ ƉĂǇ ĂŶǇ ǁŽƌŬĞƌƐΖ ĐŽŵƉĞŶƐĂƚŝŽŶ ŝŶƐƵƌĂŶĐĞ Žƌ ƵŶĞŵƉůŽǇŵĞŶƚ ĐŽŶƚƌŝďƵƚŝŽŶƐ ŽŶ ďĞŚĂůĨŽĨ ŽŶƚƌĂĐƚŽƌ Žƌ ŝƚƐ ĞŵƉůŽǇĞĞƐ Žƌ ƐƵďĐŽŶƚƌĂĐƚŽƌƐ͘ ŽŶƚƌĂĐƚŽƌ ĂŐƌĞĞƐ ƚŽ ŝŶĚĞŵŶŝĨǇ ŝƚǇ ǁŝƚŚŝŶ ƚŚŝƌ ƚǇ ;ϯϬͿ ĚĂǇƐ ĨŽƌ ĂŶǇ ƚĂǆ͕ ƌĞƚŝƌĞŵĞŶƚ ĐŽŶƚƌŝďƵƚŝŽŶ͕ ƐŽĐŝĂů ƐĞĐƵƌŝƚǇ͕ ŽǀĞƌƚŝŵĞ ƉĂǇŵĞŶƚ͕ ƵŶĞŵƉůŽǇŵĞŶƚ ƉĂǇŵĞŶƚ Žƌ ǁŽƌŬĞƌƐΖ ĐŽŵƉĞŶƐĂƚŝŽŶ ƉĂǇŵĞŶƚ ǁŚŝĐŚ ŝƚǇ ŵĂǇ ďĞ ƌĞƋƵŝƌĞĚ ƚŽ ŵĂŬĞ ŽŶ ďĞŚĂůĨ ŽĨ ŽŶƚƌĂĐƚŽƌ Žƌ ĂŶǇ ĂŐĞŶƚ͕ ĞŵƉůŽǇĞĞ͕ Žƌ ƐƵďĐŽŶƚƌĂĐƚŽƌŽĨŽŶƚƌĂĐƚŽƌĨŽƌǁŽƌŬĚŽŶĞƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚ͘ƚƚŚĞŝƚǇ͛ƐĞůĞĐƚŝŽŶ͕ŝƚǇŵĂǇĚĞĚƵĐƚ ƚŚĞŝŶĚĞŵŶŝĨŝĐĂƚŝŽŶĂŵŽƵŶƚĨƌŽŵĂŶǇďĂůĂŶĐĞŽǁŝŶŐƚŽŽŶƚƌĂĐƚŽƌ͘
ϵ͘ KEdZdKZ
s>hd/KE^
tŽƌŬƉĞƌĨŽƌŵĞĚƵŶĚĞƌƚŚŝƐDĂƐƚĞƌ^ĞƌǀŝĐĞƐŐƌĞĞŵĞŶƚŵĂǇďĞƐƵďũĞĐƚƚŽƚŚĞŝƚǇ͛ƐĐŽŶƚƌĂĐƚŽƌĞǀĂůƵĂƚŝŽŶ ƉƌŽŐƌĂŵ͘ WƌŝŽƌ ƚŽ ƚŚĞ ƌĞůĞĂƐĞ ŽĨ ĂŶǇ ƚĂƐŬ ŽƌĚĞƌƐ͕ ƚŚĞ ŽŶƚƌĂĐƚŽƌ ǁŝůů ďĞ ŶŽƚŝĨŝĞĚ ŽĨ ƚŚĞ ƉƌŽŐƌĂŵ ƌĞƋƵŝƌĞŵĞŶƚƐĂŶĚǁŝůůƌĞĐĞŝǀĞĂĐŽƉǇŽĨƚŚĞĞǀĂůƵĂƚŝŽŶĐƌŝƚĞƌŝĂĂŶĚƉƌŽĐĞƐƐ͘dŚĞŽŶƚƌĂĐƚŽƌ͛ƐƉĞƌĨŽƌŵĂŶĐĞ ŵĂǇďĞĞǀĂůƵĂƚĞĚĂŶĚƚŚĞƌĞƐƵůƚƐǁŝůůďĞĐŽŶƐŝĚĞƌĞĚĨŽƌĨƵƚƵƌĞƚĂƐŬŽƌĚĞƌƐŽƌĂŐƌĞĞŵĞŶƚƐ͘
ϭϬ͘ ^hKEdZd/E'
ŽŶƚƌĂĐƚŽƌ ǁŝůů ŶŽƚ ƐƵďĐŽŶƚƌĂĐƚ ĂŶǇ ƉŽƌƚŝŽŶ ŽĨ ƚŚĞ ^ĞƌǀŝĐĞƐ ǁŝƚŚŽƵƚ ƉƌŝŽƌ ǁƌŝƚƚĞŶ ĂƉƉƌŽǀĂů ŽĨ ŝƚǇ͘ /Ĩ ŽŶƚƌĂĐƚŽƌƐƵďĐŽŶƚƌĂĐƚƐĂŶǇŽĨƚŚĞ^ĞƌǀŝĐĞƐ͕ŽŶƚƌĂĐƚŽƌǁŝůůďĞ ĨƵůůǇƌĞƐƉŽŶƐŝďůĞƚŽŝƚǇĨŽƌƚŚĞĂĐƚƐĂŶĚ ŽŵŝƐƐŝŽŶƐŽĨŽŶƚƌĂĐƚŽƌΖƐƐƵďĐŽŶƚƌĂĐƚŽƌĂŶĚŽĨƚŚĞƉĞƌƐŽŶƐĞŝƚŚ ĞƌĚŝƌĞĐƚůǇŽƌŝŶĚŝƌĞĐƚůǇĞŵƉůŽǇĞĚďǇƚŚĞ ƐƵďĐŽŶƚƌĂĐƚŽƌ͕ĂƐŽŶƚƌĂĐƚŽƌŝƐĨŽƌƚŚĞĂĐƚƐĂŶĚŽŵŝƐƐŝŽŶƐŽĨƉ ĞƌƐŽŶƐĚŝƌĞĐƚůǇĞŵƉůŽǇĞĚďǇŽŶƚƌĂĐƚŽƌ͘ EŽƚŚŝŶŐĐŽŶƚĂŝŶĞĚŝŶƚŚŝƐŐƌĞĞŵĞŶƚǁŝůůĐƌĞĂƚĞĂŶǇĐŽŶƚƌĂĐƚƵĂůƌĞůĂƚŝŽŶƐŚŝƉďĞƚǁĞĞŶĂŶǇƐƵďĐŽŶƚƌĂĐƚŽƌ

Nov. 12, 2024
Item #2 Page 28 of 680
dd,D
Ed
W^ϮϱͲϯϱϮϰ
WĂŐĞϰ ŝƚǇƚƚŽƌŶĞǇƉƉƌŽǀĞĚsĞƌƐŝŽŶϱͬϮϮͬϮϬϮϰ

ŽĨŽŶƚƌĂĐƚŽƌĂŶĚŝƚǇ͘ŽŶƚƌĂĐƚŽƌǁŝůůďĞƌĞƐƉŽŶƐŝďůĞĨŽƌƉĂǇŵĞŶƚŽĨƐƵďĐŽŶƚƌĂĐƚŽƌƐ͘ŽŶƚƌĂĐƚŽƌǁŝůůďŝŶĚ ĞǀĞƌǇ ƐƵďĐŽŶƚƌĂĐƚŽƌ ĂŶĚ ĞǀĞƌǇ ƐƵďĐŽŶƚƌĂĐƚŽƌ ŽĨ Ă ƐƵďĐŽŶƚƌĂĐƚŽƌ ďǇ ƚŚĞ ƚĞƌŵƐ ŽĨ ƚŚŝƐ ŐƌĞĞŵĞŶƚ ĂƉƉůŝĐĂďůĞƚŽŽŶƚƌĂĐƚŽƌΖƐǁŽƌŬƵŶůĞƐƐƐƉĞĐŝĨŝĐĂůůǇŶŽƚĞĚƚŽƚŚĞĐŽŶƚƌĂƌǇŝŶƚŚĞƐƵďĐŽŶƚƌĂĐƚĂŶĚĂƉƉƌŽǀĞĚ ŝŶǁƌŝƚŝŶŐďǇŝƚǇ͘

ϭϭ͘ Kd,
ZKEdZdKZ^
dŚĞŝƚǇƌĞƐĞƌǀĞƐƚŚĞƌŝŐŚƚƚŽĞŵƉůŽǇŽƚŚĞƌŽŶƚƌĂĐƚŽƌƐŝŶĐŽŶŶĞĐƚŝŽŶǁŝƚŚƚŚĞ^ĞƌǀŝĐĞƐ͘
ϭϮ͘ /E
DE/&/d/KE
ŽŶƚƌĂĐƚŽƌĂŐƌĞĞƐƚŽĚĞĨĞŶĚ;ǁŝƚŚĐŽƵŶƐĞůĂƉƉƌŽǀĞĚďǇƚŚĞŝƚǇͿ ͕ŝŶĚĞŵŶŝĨǇ͕ĂŶĚŚŽůĚŚĂƌŵůĞƐƐƚŚĞŝƚǇ ĂŶĚŝƚƐŽĨĨŝĐĞƌƐ͕ĞůĞĐƚĞĚĂŶĚĂƉƉŽŝŶƚĞĚŽĨĨŝĐŝĂůƐ͕ĞŵƉůŽǇĞĞƐĂŶĚǀŽůƵŶƚĞĞƌƐĨƌŽŵĂŶĚĂŐĂŝŶƐƚĂůůĐůĂŝŵƐ͕ ĚĂŵĂŐĞƐ͕ ůŽƐƐĞƐ ĂŶĚ ĞǆƉĞŶƐĞƐ ŝŶĐůƵĚŝŶŐ ĂƚƚŽƌŶĞǇƐ ĨĞĞƐ ĂƌŝƐŝŶŐ ŽƵƚ ŽĨ ƚŚĞ ƉĞƌĨŽƌŵĂŶĐĞ ŽĨ ƚŚĞ ǁŽƌŬ ĚĞƐĐƌŝďĞĚŚĞƌĞŝŶĐĂƵƐĞĚ ďǇ ĂŶǇ ǁŝůůĨƵůŵŝƐĐŽŶĚƵĐƚ Žƌ ŶĞŐůŝŐĞŶƚĂĐƚŽƌ ŽŵŝƐƐŝŽŶ ŽĨ ƚŚĞŽŶƚƌĂĐƚŽƌ͕ ĂŶǇ ƐƵďĐŽŶƚƌĂĐƚŽƌ͕ĂŶǇŽŶĞĚŝƌĞĐƚůǇŽƌŝŶĚŝƌĞĐƚůǇĞŵƉůŽǇĞĚďǇĂŶǇŽĨƚŚĞŵŽƌĂŶǇŽŶĞĨŽƌǁŚŽƐĞĂĐƚƐĂŶǇŽĨ ƚŚĞŵŵĂǇďĞůŝĂďůĞ͘

/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
dŚĞƉĂƌƚŝĞƐĞǆƉƌĞƐƐůǇĂŐƌĞĞƚŚĂƚĂŶǇƉĂǇŵĞŶƚ͕ĂƚƚŽƌŶĞǇ͛ƐĨĞĞ͕ĐŽƐƚƐŽƌĞǆƉĞŶƐĞŝƚǇŝŶĐƵƌƐŽƌŵĂŬĞƐƚŽŽƌ ŽŶďĞŚĂůĨŽĨĂŶŝŶũƵƌĞĚĞŵƉůŽǇĞĞƵŶĚĞƌƚŚĞŝƚǇ͛ƐƐĞůĨͲĂĚŵŝŶŝƐƚĞƌĞĚǁŽƌŬĞƌƐ͛ĐŽŵƉĞŶƐĂƚŝŽŶŝƐŝŶĐůƵĚĞĚĂƐ ĂůŽƐƐ͕ĞǆƉĞŶƐĞŽƌĐŽƐƚĨŽƌƚŚĞƉƵƌƉŽƐĞƐŽĨƚŚŝƐƐĞĐƚŝŽŶ͕ĂŶĚƚŚĂƚƚŚŝƐƐĞĐƚŝŽŶǁŝůůƐƵƌǀŝǀĞƚŚĞĞǆƉŝƌĂƚŝŽŶŽƌ ĞĂƌůǇƚĞƌŵŝŶĂƚŝŽŶŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͘

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 KZĂŶĂůŝĞŶŶŽŶͲĂĚŵŝƚƚĞĚŝŶƐƵƌĞƌůŝƐƚĞĚďǇƚŚĞEĂƚŝŽŶĂůƐƐŽĐŝĂƚŝŽŶŽĨ/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 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

Nov. 12, 2024
Item #2 Page 29 of 680
dd,D
Ed
W^ϮϱͲϯϱϮϰ
WĂŐĞϱ ŝƚǇƚƚŽƌŶĞǇƉƉƌŽǀĞĚsĞƌƐŝŽŶϱͬϮϮͬϮϬϮϰ

ϭϯ͘ϭ͘ϭ ŽŵŵĞƌĐŝĂů'ĞŶĞƌĂů>ŝĂďŝůŝƚǇ;'>Ϳ/ŶƐƵƌĂŶĐĞ͘/ŶƐƵƌĂŶĐĞǁƌŝƚƚĞŶŽŶĂŶ͞ŽĐĐƵƌƌĞŶĐĞ͟ďĂƐŝƐ͕ ŝŶĐůƵĚŝŶŐƉĞƌƐŽŶĂůΘĂĚǀĞƌƚŝƐŝŶŐŝŶũƵƌǇ͕ǁŝƚŚůŝŵŝƚƐŶŽůĞƐƐƚŚ ĂŶΨϮ͕ϬϬϬ͕ϬϬϬƉĞƌŽĐĐƵƌƌĞŶĐĞ͘/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 ĞŵƉůŽǇĞĞƐĂŶĚƉƌŽǀŝĚĞƐ͕ƚŽŝƚǇΖƐƐĂƚŝƐĨĂĐƚŝŽŶ͕ĂĚĞĐůĂƌĂƚŝŽŶƐƚĂƚŝŶŐƚŚŝƐ͘
ϭϯ͘ϭ͘ϰ WƌŽĨĞƐƐŝŽŶĂů>ŝĂďŝůŝƚǇ͘
ƌƌŽƌƐĂŶĚŽŵŝƐƐŝŽŶƐůŝĂďŝůŝƚǇĂ ƉƉƌŽƉƌŝĂƚĞƚŽŽŶƚƌĂĐƚŽƌ͛ƐƉƌŽĨĞƐƐŝŽŶ ǁŝƚŚůŝŵŝƚƐŽĨŶŽƚůĞƐƐƚŚĂŶΨϭ͕ϬϬϬ͕ϬϬϬƉĞƌĐůĂŝŵ͘ŽǀĞƌĂŐĞŵƵƐ ƚďĞŵĂŝŶƚĂŝŶĞĚĨŽƌĂƉĞƌŝŽĚŽĨĨŝǀĞǇĞĂƌƐ ĨŽůůŽǁŝŶŐƚŚĞĚĂƚĞŽĨĐŽŵƉůĞƚŝŽŶŽĨƚŚĞǁŽƌŬ͘

ϭϯ͘Ϯ͘ ĚĚŝƚŝŽŶĂů WƌŽǀŝƐŝŽŶƐ͘ŽŶƚƌĂĐƚŽƌ ǁŝůůĞŶƐƵƌĞ ƚŚĂƚ ƚŚĞƉŽ ůŝĐŝĞƐ ŽĨ ŝŶƐƵƌĂŶĐĞƌĞƋƵŝƌĞĚƵŶĚĞƌƚŚŝƐ ŐƌĞĞŵĞŶƚĐŽŶƚĂŝŶ͕ŽƌĂƌĞĞŶĚŽƌƐĞĚƚŽĐŽŶƚĂŝŶ͕ƚŚĞĨŽůůŽǁŝŶŐƉƌŽǀŝƐŝŽŶƐ͗
ϭϯ͘Ϯ͘ϭ dŚĞŝƚǇǁŝůůďĞŶĂŵĞĚĂƐĂŶĂĚĚŝƚŝŽŶĂůŝŶƐƵƌĞĚŽŶ ŽŵŵĞƌĐŝĂů'ĞŶĞƌĂů>ŝĂďŝůŝƚǇǁŚŝĐŚ ƐŚĂůůƉƌŽǀŝĚĞƉƌŝŵĂƌǇĐŽǀĞƌĂŐĞƚŽƚŚĞŝƚǇ͘

ϭϯ͘Ϯ͘Ϯ ŽŶƚƌĂĐƚŽƌǁŝůůŽďƚĂŝŶŽĐĐƵƌƌĞŶĐĞĐŽǀĞƌĂŐĞ͕ĞǆĐůƵĚŝŶŐWƌŽĨĞƐƐŝŽŶĂů>ŝĂďŝůŝƚǇ͕ǁŚŝĐŚǁŝůůďĞ ǁƌŝƚƚĞŶĂƐĐůĂŝŵƐͲŵĂĚĞĐŽǀĞƌĂŐĞ͘

ϭϯ͘Ϯ͘ϯ /ĨŽŶƚƌĂĐƚŽƌŵĂŝŶƚĂŝŶƐŚŝŐŚĞƌůŝŵŝƚƐƚŚĂŶƚŚĞŵŝŶŝŵƵŵƐ ƐŚŽǁŶĂďŽǀĞ͕ƚŚĞŝƚǇƌĞƋƵŝƌĞƐ ĂŶĚǁŝůůďĞĞŶƚŝƚůĞĚƚŽĐŽǀĞƌĂŐĞĨŽƌƚŚĞŚŝŐŚĞƌůŝŵŝƚƐŵĂŝŶƚĂŝŶ ĞĚďǇŽŶƚƌĂĐƚŽƌ͘ŶǇĂǀĂŝůĂďůĞŝŶƐƵƌĂŶĐĞ ƉƌŽĐĞĞĚƐŝŶĞǆĐĞƐƐŽĨƚŚĞƐƉĞĐŝĨŝĞĚŵŝŶŝŵƵŵůŝŵŝƚƐŽĨŝŶƐƵƌĂŶĐĞĂŶĚĐŽǀĞƌĂŐĞǁŝůůďĞĂǀĂŝůĂďůĞƚŽƚŚĞŝƚǇ͘͟
ϭϯ͘Ϯ͘ϰ dŚŝƐŝŶƐƵƌĂŶĐĞǁŝůůďĞŝŶĨŽƌĐĞĚƵƌŝŶŐƚŚĞůŝĨĞŽĨƚŚĞ ŐƌĞĞŵĞŶƚĂŶĚĂŶǇĞǆƚĞŶƐŝŽŶƐŽĨŝƚ ĂŶĚǁŝůůŶŽƚďĞĐĂŶĐĞůĞĚǁŝƚŚŽƵƚƚŚŝƌƚǇ;ϯϬͿĚĂǇƐƉƌŝŽƌǁƌŝƚƚĞŶŶŽƚŝĐĞƚŽŝƚǇƐĞŶƚďǇĐĞƌƚŝĨŝĞĚŵĂŝůƉƵƌƐƵĂŶƚ ƚŽƚŚĞEŽƚŝĐĞƉƌŽǀŝƐŝŽŶƐŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͘

ϭϯ͘ϯ WƌŽǀŝĚŝŶŐĞƌƚŝĨŝĐĂƚĞƐŽĨ/ŶƐƵƌĂŶĐĞĂŶĚ
ŶĚŽƌƐĞŵĞŶƚƐ͘WƌŝŽƌƚŽŝƚǇΖƐĞǆĞĐƵƚŝŽŶŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͕ ŽŶƚƌĂĐƚŽƌǁŝůůĨƵƌŶŝƐŚĐĞƌƚŝĨŝĐĂƚĞƐŽĨŝŶƐƵƌĂŶĐĞĂŶĚĞŶĚŽƌƐĞŵĞŶƚƐƚŽŝƚǇ͘
ϭϯ͘ϰ &ĂŝůƵƌĞƚŽDĂŝŶƚĂŝŶŽǀĞƌĂŐĞ͘/ĨŽŶƚƌĂĐƚŽƌĨĂŝůƐƚŽŵĂŝŶƚĂŝŶĂŶǇŽĨƚŚĞƐĞŝŶƐƵƌĂŶĐĞĐŽǀĞƌĂŐĞƐ͕ ƚŚĞŶŝƚǇǁŝůůŚĂǀĞƚŚĞŽƉƚŝŽŶƚŽĚĞĐůĂƌĞŽŶƚƌĂĐƚŽƌŝŶďƌĞĂĐŚ͕ŽƌŵĂǇƉƵƌĐŚĂƐĞƌĞƉůĂĐĞŵĞŶƚŝŶƐƵƌĂŶĐĞŽƌ ƉĂǇƚŚĞƉƌĞŵŝƵŵƐƚŚĂƚĂƌĞĚƵĞŽŶĞǆŝƐƚŝŶŐƉŽůŝĐŝĞƐŝŶŽƌĚĞƌƚŽŵĂŝŶƚĂŝŶƚŚĞƌĞƋƵŝƌĞĚĐŽǀĞƌĂŐĞƐ͘ŽŶƚƌĂĐƚŽƌ ŝƐƌĞƐƉŽŶƐŝďůĞĨŽƌĂŶǇƉĂǇŵĞŶƚƐŵĂĚĞďǇŝƚǇƚŽŽďƚĂŝŶŽƌŵĂŝŶƚ ĂŝŶŝŶƐƵƌĂŶĐĞĂŶĚŝƚǇŵĂǇĐŽůůĞĐƚƚŚĞƐĞ ƉĂǇŵĞŶƚƐ ĨƌŽŵ ŽŶƚƌĂĐƚŽƌ Žƌ ĚĞĚƵ Đƚ ƚŚĞ ĂŵŽƵŶƚ ƉĂŝĚ ĨƌŽŵ ĂŶǇ ƐƵŵ Ɛ ĚƵĞ ŽŶƚƌĂĐƚŽƌ ƵŶĚĞƌ ƚŚŝƐ ŐƌĞĞŵĞŶƚ͘

ϭϯ͘ϱ ^ƵďŵŝƐƐŝŽŶ ŽĨ /ŶƐƵƌĂŶĐĞ WŽůŝĐŝĞƐ͘ ŝƚǇ ƌĞƐĞƌǀĞƐ ƚŚĞ ƌŝŐŚƚ ƚŽ ƌĞƋƵŝƌĞ͕ Ăƚ ĂŶǇƚŝŵĞ͕ ĐŽŵƉůĞƚĞ ĂŶĚ ĐĞƌƚŝĨŝĞĚĐŽƉŝĞƐŽĨĂŶǇŽƌĂůůƌĞƋƵŝƌĞĚŝŶƐƵƌĂŶĐĞƉŽůŝĐŝĞƐĂŶĚĞŶĚŽƌƐĞŵĞŶƚƐ͘

Nov. 12, 2024
Item #2 Page 30 of 680
dd,D
Ed
W^ϮϱͲϯϱϮϰ
WĂŐĞϲ ŝƚǇƚƚŽƌŶĞǇƉƉƌŽǀĞĚsĞƌƐŝŽŶϱͬϮϮͬϮϬϮϰ

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 ŐƌĞĞŵĞŶƚ͘ůůƌĞĐŽƌĚƐǁŝůůďĞĐůĞĂƌůǇŝĚĞŶƚŝĨŝĂďůĞ͘ŽŶƚƌĂĐƚŽƌ ǁŝůůĂůůŽǁĂƌĞƉƌĞƐĞŶƚĂƚŝǀĞŽĨŝƚǇĚƵƌŝŶŐ ŶŽƌŵĂů ďƵƐŝŶĞƐƐ ŚŽƵƌƐ ƚŽ ĞǆĂŵŝŶĞ͕ ĂƵĚŝƚ͕ ĂŶĚ ŵĂŬĞ ƚƌĂŶƐĐƌŝƉƚƐ Žƌ ĐŽƉŝĞƐ ŽĨ ƌĞĐŽƌĚƐ ĂŶĚ ĂŶǇ ŽƚŚĞƌ ĚŽĐƵŵĞŶƚƐĐƌĞĂƚĞĚƉƵƌƐƵĂŶƚƚŽƚŚŝƐŐƌĞĞŵĞŶƚ͘ŽŶƚƌĂĐƚŽƌǁŝůůĂůůŽǁŝŶƐƉĞĐƚŝŽŶŽĨĂůůǁŽƌŬ͕ĚĂƚĂ͕
ĚŽĐƵŵĞŶƚƐ͕ƉƌŽĐĞĞĚŝŶŐƐ͕ĂŶĚĂĐƚŝǀŝƚŝĞƐƌĞůĂƚĞĚƚŽƚŚĞŐƌĞĞŵĞŶƚ ĨŽƌĂƉĞƌŝŽĚŽĨĨŽƵƌ;ϰͿǇĞĂƌƐĨƌŽŵƚŚĞ ĚĂƚĞŽĨĨŝŶĂůƉĂǇŵĞŶƚƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚ͘

ϭϲ͘ KtE
Z^,/WK&KhD
Ed^
ůůǁŽƌŬƉƌŽĚƵĐƚƉƌŽĚƵĐĞĚďǇŽŶƚƌĂĐƚŽƌŽƌŝƚƐĂŐĞŶƚƐ͕ĞŵƉůŽǇĞĞ Ɛ͕ĂŶĚƐƵďĐŽŶƚƌĂĐƚŽƌƐƉƵƌƐƵĂŶƚƚŽƚŚŝƐ ŐƌĞĞŵĞŶƚŝƐƚŚĞƉƌŽƉĞƌƚǇŽĨŝƚǇ͘/ŶƚŚĞĞǀĞŶƚƚŚŝƐŐƌĞĞŵĞŶƚŝƐƚĞƌŵŝŶĂƚĞĚ͕ĂůůǁŽƌŬƉƌŽĚƵĐƚƉƌŽĚƵĐĞĚ ďǇŽŶƚƌĂĐƚŽƌŽƌŝƚƐĂŐĞŶƚƐ͕ĞŵƉůŽǇĞĞƐĂŶĚƐƵďĐŽŶƚƌĂĐƚŽƌƐƉƵƌƐƵ ĂŶƚƚŽƚŚŝƐŐƌĞĞŵĞŶƚǁŝůůďĞĚĞůŝǀĞƌĞĚ ĂƚŽŶĐĞƚŽŝƚǇ͘ŽŶƚƌĂĐƚŽƌǁŝůůŚĂǀĞƚŚĞƌŝŐŚƚƚŽŵĂŬĞŽŶĞ;ϭͿĐŽƉǇŽĨƚŚĞǁŽƌŬƉƌŽĚƵĐƚĨŽƌŽŶƚƌĂĐƚŽƌ͛Ɛ ƌĞĐŽƌĚƐ͘

ϭϳ͘ KWzZ/',d^
ŽŶƚƌĂĐƚŽƌĂŐƌĞĞƐƚŚĂƚĂůůĐŽƉǇƌŝŐŚƚƐ ƚŚĂƚĂƌŝƐĞĨƌŽŵƚŚĞƐĞƌǀŝ ĐĞƐǁŝůůďĞǀĞƐƚĞĚŝŶŝƚǇĂŶĚŽŶƚƌĂĐƚŽƌ ƌĞůŝŶƋƵŝƐŚĞƐĂůůĐůĂŝŵƐƚŽƚŚĞĐŽƉǇƌŝŐŚƚƐŝŶĨĂǀŽƌŽĨŝƚǇ͘
ϭϴ͘ EKd/
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dŚĞŶĂŵĞŽĨƚŚĞƉĞƌƐŽŶƐǁŚŽĂƌĞĂƵƚŚŽƌŝǌĞĚƚŽŐŝǀĞǁƌŝƚƚĞŶŶŽƚŝĐĞŽƌƚŽƌĞĐĞŝǀĞǁƌŝƚƚĞŶŶŽƚŝĐĞŽŶďĞŚĂůĨ ŽĨŝƚǇĂŶĚŽŶďĞŚĂůĨŽĨŽŶƚƌĂĐƚŽƌƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚĂƌĞ͗
&ŽƌŝƚǇ͗ &ŽƌŽŶƚƌĂĐƚŽƌ͗
EĂŵĞ
ůĞŝĚĂ&ĞůŝǆzĂĐŬĞů EĂŵĞ
dŝƚůĞ ^ĞŶŝŽƌŽŶƚƌĂĐƚĚŵŝŶŝƐƚƌĂƚŽƌ dŝƚůĞ
ĞƉƚ WƵďůŝĐtŽƌŬƐ ĚĚƌĞƐƐ
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ĚĚƌĞƐƐ ϭϲϯϱ&ĂƌĂĚĂǇǀĞŶƵĞ WŚŽŶĞ
ĂƌůƐďĂĚ͕ϵϮϬϬϴ
ŵĂŝů
WŚŽŶĞ ϰϰϮͲϯϯϵͲϮϳϲϳ

ĂĐŚƉĂƌƚǇǁŝůůŶŽƚŝĨǇƚŚĞŽƚŚĞƌŝŵŵĞĚŝĂƚĞůǇŽĨĂŶǇĐŚĂŶŐĞƐŽĨ ĂĚĚƌĞƐƐƚŚĂƚǁŽƵůĚƌĞƋƵŝƌĞĂŶǇŶŽƚŝĐĞŽƌ ĚĞůŝǀĞƌǇƚŽďĞĚŝƌĞĐƚĞĚƚŽĂŶŽƚŚĞƌĂĚĚƌĞƐƐ͘

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

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Nov. 12, 2024
Item #2 Page 31 of 680
dd,D
Ed
W^ϮϱͲϯϱϮϰ
WĂŐĞϳ ŝƚǇƚƚŽƌŶĞǇƉƉƌŽǀĞĚsĞƌƐŝŽŶϱͬϮϮͬϮϬϮϰ

ŽŶƚƌĂĐƚŽƌǁŝůůďĞĂǁĂƌĞŽĨƚŚĞƌĞƋƵŝƌĞŵĞŶƚƐŽĨƚŚĞ/ŵŵŝŐƌĂƚŝŽŶZĞĨŽƌŵĂŶĚŽŶƚƌŽůĐƚŽĨϭϵϴϲĂŶĚǁŝůů ĐŽŵƉůǇǁŝƚŚƚŚŽƐĞƌĞƋƵŝƌĞŵĞŶƚƐ͕ŝŶĐůƵĚŝŶŐ͕ďƵƚŶŽƚůŝŵŝƚĞĚƚŽ͕ ǀĞƌŝĨǇŝŶŐƚŚĞĞůŝŐŝďŝůŝƚǇĨŽƌĞŵƉůŽǇŵĞŶƚŽĨ ĂůůĂŐĞŶƚƐ͕ĞŵƉůŽǇĞĞƐ͕ƐƵďĐŽŶƚƌĂĐƚŽƌƐĂŶĚĐŽŶƐƵůƚĂŶƚƐǁŚŽƐĞƐĞƌǀŝĐĞƐĂƌĞƌĞƋƵŝƌĞĚďǇƚŚŝƐŐƌĞĞŵĞŶƚ͘
ϮϬ͘ >/&KZE//ZZ
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d^Z
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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 ZĞƉƌĞƐĞŶƚĂƚŝǀĞƐŽĨŽŶƚƌĂĐƚŽƌŽƌŝƚǇǁŝůůƌĞĚƵĐĞƐƵĐŚƋƵĞƐƚŝŽŶƐ͕ĂŶĚƚŚĞŝƌƌĞƐƉĞĐƚŝǀĞǀŝĞǁƐ͕ƚŽǁƌŝƚŝŶŐ͘ ĐŽƉǇŽĨƐƵĐŚĚŽĐƵŵĞŶƚĞĚĚŝƐƉƵƚĞǁŝůůďĞĨŽƌǁĂƌĚĞĚƚŽďŽƚŚƉĂƌƚŝ ĞƐŝŶǀŽůǀĞĚĂůŽŶŐǁŝƚŚƌĞĐŽŵŵĞŶĚĞĚ ŵĞƚŚŽĚƐŽĨƌĞƐŽůƵƚŝŽŶ͕ǁŚŝĐŚǁŽƵůĚďĞŽĨďĞŶĞĨŝƚƚŽďŽƚŚƉĂƌƚŝĞƐ͘dŚĞƌĞƉƌĞƐĞŶƚĂƚŝǀĞƌĞĐĞŝǀŝŶŐƚŚĞůĞƚƚĞƌ ǁŝůůƌĞƉůǇƚŽƚŚĞůĞƚƚĞƌĂůŽŶŐǁŝƚŚĂƌĞĐŽŵŵĞŶĚĞĚŵĞƚŚŽĚŽĨƌĞƐ ŽůƵƚŝŽŶǁŝƚŚŝŶƚĞŶ;ϭϬͿďƵƐŝŶĞƐƐĚĂǇƐ͘/Ĩ ƚŚĞƌĞƐŽůƵƚŝŽŶƚŚƵƐŽďƚĂŝŶĞĚŝƐƵŶƐĂƚŝƐĨĂĐƚŽƌǇƚŽƚŚĞĂŐŐƌŝĞǀĞĚ ƉĂƌƚǇ͕ĂůĞƚƚĞƌŽƵƚůŝŶŝŶŐƚŚĞĚŝƐƉƵƚĞƐǁŝůů ďĞĨŽƌǁĂƌĚĞĚƚŽƚŚĞŝƚǇDĂŶĂŐĞƌ͘dŚĞŝƚǇDĂŶĂŐĞƌǁŝůůĐŽŶƐŝĚĞ ƌƚŚĞĨĂĐƚƐĂŶĚƐŽůƵƚŝŽŶƐƌĞĐŽŵŵĞŶĚĞĚ ďǇĞĂĐŚƉĂƌƚǇĂŶĚŵĂǇƚŚĞŶŽƉƚƚŽĚŝƌĞĐƚĂƐŽůƵƚŝŽŶƚŽƚŚĞƉƌŽď ůĞŵ͘/ŶƐƵĐŚĐĂƐĞƐ͕ƚŚĞĂĐƚŝŽŶŽĨƚŚĞŝƚǇ DĂŶĂŐĞƌǁŝůůďĞďŝŶĚŝŶŐƵƉŽŶƚŚĞƉĂƌƚŝĞƐŝŶǀŽůǀĞĚ͕ĂůƚŚŽƵŐŚŶŽƚŚŝŶŐŝŶƚŚŝƐƉƌŽĐĞĚƵƌĞǁŝůůƉƌŽŚŝďŝƚƚŚĞ ƉĂƌƚŝĞƐĨƌŽŵƐĞĞŬŝŶŐƌĞŵĞĚŝĞƐĂǀĂŝůĂďůĞƚŽƚŚĞŵĂƚůĂǁ͘
Ϯϯ͘ d
ZD/Ed/KE
/ŶƚŚĞĞǀĞŶƚŽĨƚŚĞŽŶƚƌĂĐƚŽƌΖƐĨĂŝůƵƌĞƚŽƉƌŽƐĞĐƵƚĞ͕ĚĞůŝǀĞƌ͕ŽƌƉĞƌĨŽƌŵƚŚĞ^ĞƌǀŝĐĞƐ͕ŝƚǇŵĂǇƚĞƌŵŝŶĂƚĞ ƚŚŝƐŐƌĞĞŵĞŶƚĨŽƌŶŽŶƉĞƌĨŽƌŵĂŶĐĞďǇŶŽƚŝĨǇŝŶŐŽŶƚƌĂĐƚŽƌďǇĐĞ ƌƚŝĨŝĞĚŵĂŝůŽĨƚŚĞƚĞƌŵŝŶĂƚŝŽŶ͘/ĨŝƚǇ ĚĞĐŝĚĞƐƚŽĂďĂŶĚŽŶŽƌŝŶĚĞĨŝŶŝƚĞůǇƉŽƐƚƉŽŶĞƚŚĞǁŽƌŬŽƌƐĞƌǀŝĐĞ ƐĐŽŶƚĞŵƉůĂƚĞĚďǇƚŚŝƐŐƌĞĞŵĞŶƚ͕ŝƚǇ ŵĂǇ ƚĞƌŵŝŶĂƚĞ ƚŚŝƐ ŐƌĞĞŵĞŶƚ ƵƉŽŶ ǁƌŝƚƚĞŶ ŶŽƚŝĐĞ ƚŽ ŽŶƚƌĂĐƚŽƌ͘ hƉŽŶ ŶŽƚŝĨŝĐĂƚŝŽŶ ŽĨ ƚĞƌŵŝŶĂƚŝŽŶ͕ ŽŶƚƌĂĐƚŽƌŚĂƐĨŝǀĞ;ϱͿďƵƐŝŶĞƐƐĚĂǇƐƚŽĚĞůŝǀĞƌĂŶǇĚŽĐƵŵĞŶƚƐŽǁŶĞĚďǇŝƚǇĂŶĚĂůůǁŽƌŬŝŶƉƌŽŐƌĞƐƐƚŽ
ŝƚǇĂƚƚŚĞĂĚĚƌĞƐƐĐŽŶƚĂŝŶĞĚŝŶƚŚŝƐŐƌĞĞŵĞŶƚ͘ŝƚǇǁŝůůŵĂŬĞ ĂĚĞƚĞƌŵŝŶĂƚŝŽŶŽĨĨĂĐƚďĂƐĞĚƵƉŽŶƚŚĞ ǁŽƌŬƉƌŽĚƵĐƚĚĞůŝǀĞƌĞĚƚŽŝƚǇĂŶĚŽĨƚŚĞƉĞƌĐĞŶƚĂŐĞŽĨǁŽƌŬƚŚĂƚŽŶƚƌĂĐƚŽƌŚĂƐƉĞƌĨŽƌŵĞĚǁŚŝĐŚŝƐ ƵƐĂďůĞ ĂŶĚ ŽĨ ǁŽƌƚŚ ƚŽ ŝƚǇ ŝŶ ŚĂǀŝŶŐ ƚŚĞ ŐƌĞĞŵĞŶƚ ĐŽŵƉůĞƚĞĚ͘ ĂƐĞĚ ƵƉŽŶ ƚŚĂƚ ĨŝŶĚŝŶŐ ŝƚǇ ǁŝůů ĚĞƚĞƌŵŝŶĞƚŚĞĨŝŶĂůƉĂǇŵĞŶƚŽĨƚŚĞŐƌĞĞŵĞŶƚ͘

ŝƚǇŵĂǇƚĞƌŵŝŶĂƚĞƚŚŝƐŐƌĞĞŵĞŶƚďǇƚĞŶĚĞƌŝŶŐƚŚŝƌƚǇ;ϯϬͿĚĂǇƐǁƌŝƚƚĞŶŶŽƚŝĐĞƚŽŽŶƚƌĂĐƚŽƌ͘ŽŶƚƌĂĐƚŽƌ ŵĂǇ ƚĞƌŵŝŶĂƚĞ ƚŚŝƐŐƌĞĞŵĞŶƚ ďǇ ƚĞŶĚĞƌŝŶŐ ͺͺͺͺͺͺͺͺͺͺͺͺͺͺ ;ͺͺͺͿĚ ĂǇƐǁƌŝƚƚ ĞŶŶ ŽƚŝĐ ĞƚŽ ŝƚǇ͘/ŶƚŚ Ğ ĞǀĞŶƚŽĨƚĞƌŵŝŶĂƚŝŽŶŽĨƚŚŝƐŐƌĞĞŵĞŶƚďǇĞŝƚŚĞƌƉĂƌƚǇĂŶĚƵƉŽŶƌĞƋƵĞƐƚŽĨŝƚǇ͕ŽŶƚƌĂĐƚŽƌǁŝůůĂƐƐĞŵďůĞ ƚŚĞǁŽƌŬƉƌŽĚƵĐƚĂŶĚƉƵƚŝƚŝŶŽƌĚĞƌĨŽƌƉƌŽƉĞƌĨŝůŝŶŐĂŶĚĐůŽƐ ŝŶŐĂŶĚĚĞůŝǀĞƌŝƚƚŽŝƚǇ͘ŽŶƚƌĂĐƚŽƌǁŝůůďĞ ƉĂŝĚĨŽƌǁŽƌŬƉĞƌĨŽƌŵĞĚƚŽƚŚĞƚĞƌŵŝŶĂƚŝŽŶĚĂƚĞ͖ŚŽǁĞǀĞƌ͕ƚŚĞƚ ŽƚĂůǁŝůůŶŽƚĞǆĐĞĞĚƚŚĞůƵŵƉƐƵŵĨĞĞ ƉĂǇĂďůĞƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚ͘ŝƚǇǁŝůůŵĂŬĞƚŚĞĨŝŶĂůĚĞƚĞƌŵŝŶĂƚŝŽŶĂƐƚŽƚŚĞƉŽƌƚŝŽŶƐŽĨƚĂƐŬƐĐŽŵƉůĞƚĞĚ ĂŶĚƚŚĞĐŽŵƉĞŶƐĂƚŝŽŶƚŽďĞŵĂĚĞ͘

Ϯϰ͘ Ks
EEd^'/E^dKEd/E'
Ed&

^
ŽŶƚƌĂĐƚŽƌǁĂƌƌĂŶƚƐƚŚĂƚŽŶƚƌĂĐƚŽƌŚĂƐŶŽƚĞŵƉůŽǇĞĚŽƌƌĞƚĂŝŶĞĚĂŶǇĐŽŵƉĂŶǇŽƌƉĞƌƐŽŶ͕ŽƚŚĞƌƚŚĂŶĂ ďŽŶĂĨŝĚĞĞŵƉůŽǇĞĞǁŽƌŬŝŶŐĨŽƌŽŶƚƌĂĐƚŽƌ͕ƚŽƐŽůŝĐŝƚŽƌƐĞĐƵƌĞ ƚŚŝƐŐƌĞĞŵĞŶƚ͕ĂŶĚƚŚĂƚŽŶƚƌĂĐƚŽƌŚĂƐ ŶŽƚƉĂŝĚŽƌĂŐƌĞĞĚƚŽƉĂǇĂŶǇĐŽŵƉĂŶǇŽƌƉĞƌƐŽŶ͕ŽƚŚĞƌƚŚĂŶĂďŽŶĂĨŝĚĞĞŵƉůŽǇĞĞ͕ĂŶǇĨĞĞ͕ĐŽŵŵŝƐƐŝŽŶ͕

)&
Nov. 12, 2024
Item #2 Page 32 of 680
dd,D
Ed
W^ϮϱͲϯϱϮϰ
WĂŐĞϴ ŝƚǇƚƚŽƌŶĞǇƉƉƌŽǀĞĚsĞƌƐŝŽŶϱͬϮϮͬϮϬϮϰ

ƉĞƌĐĞŶƚĂŐĞ͕ďƌŽŬĞƌĂŐĞĨĞĞ͕ŐŝĨƚ͕ŽƌĂŶǇŽƚŚĞƌĐŽŶƐŝĚĞƌĂƚŝŽŶĐŽŶƚŝŶŐĞŶƚƵƉŽŶ͕ŽƌƌĞƐƵůƚŝŶŐĨƌŽŵ͕ƚŚĞĂǁĂƌĚ ŽƌŵĂŬŝŶŐŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͘&ŽƌďƌĞĂĐŚŽƌǀŝŽůĂƚŝŽŶŽĨƚŚŝƐǁĂƌƌĂŶƚǇ͕ŝƚǇǁŝůůŚĂǀĞƚŚĞƌŝŐŚƚƚŽĂŶŶƵůƚŚŝƐ ŐƌĞĞŵĞŶƚǁŝƚŚŽƵƚůŝĂďŝůŝƚǇ͕Žƌ͕ŝŶŝƚƐĚŝƐĐƌĞƚŝŽŶ͕ƚŽĚĞĚƵĐƚĨƌŽŵƚŚĞŐƌĞĞŵĞŶƚƉƌŝĐĞŽƌĐŽŶƐŝĚĞƌĂƚŝŽŶ͕Žƌ ŽƚŚĞƌǁŝƐĞƌĞĐŽǀĞƌ͕ƚŚĞĨƵůůĂŵŽƵŶƚŽĨƚŚĞĨĞĞ͕ĐŽŵŵŝƐƐŝŽŶ͕ƉĞƌĐĞŶƚĂŐĞ͕ďƌŽŬĞƌĂŐĞĨĞĞƐ͕ŐŝĨƚ͕ŽƌĐŽŶƚŝŶŐĞŶƚ ĨĞĞ͘

Ϯϱ͘ >/D^E>t^h/d^
Ǉ ƐŝŐŶŝŶŐ ƚŚŝƐ ŐƌĞĞŵĞŶƚ͕ ŽŶƚƌĂĐƚŽƌ ĂŐƌĞĞƐ ƚŚĂƚ ĂŶǇ ŐƌĞĞŵĞŶƚĐ ů Ă ŝ ŵ Ɛ Ƶ ď ŵ ŝ ƚ ƚ Ğ Ě ƚ Ž ŝ ƚ Ǉ ŵ Ƶ Ɛ ƚ ď Ğ ĂƐƐĞƌƚĞĚ ĂƐ ƉĂƌƚ ŽĨ ƚŚĞ ŐƌĞĞŵĞŶƚ ƉƌŽĐĞƐƐ ĂƐ ƐĞƚ ĨŽƌƚŚ ŝŶ ƚŚŝƐŐƌĞĞŵĞŶƚ ĂŶĚ ŶŽƚ ŝŶ ĂŶƚŝĐŝƉĂƚŝŽŶ ŽĨ ůŝƚŝŐĂƚŝŽŶŽƌŝŶĐŽŶũƵŶĐƚŝŽŶǁŝƚŚůŝƚŝŐĂƚŝŽŶ͘ŽŶƚƌĂĐƚŽƌĂĐŬŶŽǁ ůĞĚŐĞƐƚŚĂƚŝĨĂĨĂůƐĞĐůĂŝŵŝƐƐƵďŵŝƚƚĞĚƚŽ ŝƚǇ͕ ŝƚ ŵĂǇ ďĞ ĐŽŶƐŝĚĞƌĞĚ ĨƌĂƵĚ ĂŶĚ ŽŶƚƌĂĐƚŽƌ ŵĂǇ ďĞ ƐƵďũĞĐƚ ƚŽ ĐƌŝŵŝŶĂů ƉƌŽƐĞĐƵƚŝŽŶ͘ ŽŶƚƌĂĐƚŽƌ ĂĐŬŶŽǁůĞĚŐĞƐƚŚĂƚĂůŝĨŽƌŶŝĂ'ŽǀĞƌŶŵĞŶƚŽĚĞƐĞĐƚŝŽŶƐϭϮϲϱϬĞƚƐĞƋ͕͘ƚŚĞ&ĂůƐĞůĂŝŵƐĐƚĂƉƉůŝĞƐƚŽƚŚŝƐ ŐƌĞĞŵĞŶƚĂŶĚ͕ƉƌŽǀŝĚĞƐĨŽƌĐŝǀŝůƉĞŶĂůƚŝĞƐǁŚĞƌĞĂƉĞƌƐŽŶŬŶŽǁ ŝŶŐůǇƐƵďŵŝƚƐĂĨĂůƐĞĐůĂŝŵƚŽĂƉƵďůŝĐ ĞŶƚŝƚǇ͘dŚĞƐĞƉƌŽǀŝƐŝŽŶƐŝŶĐůƵĚĞĨĂůƐĞĐůĂŝŵƐŵĂĚĞǁŝƚŚĚĞůŝďĞƌĂƚĞŝŐŶŽƌĂŶĐĞŽĨƚŚĞĨĂůƐĞŝŶĨŽƌŵĂƚŝŽŶŽƌŝŶ ƌĞĐŬůĞƐƐĚŝƐƌĞŐĂƌĚŽĨƚŚĞƚƌƵƚŚŽƌĨĂůƐŝƚǇŽĨŝŶĨŽƌŵĂƚŝŽŶ͘/Ĩ ŝƚǇƐĞĞŬƐƚŽƌĞĐŽǀĞƌƉĞŶĂůƚŝĞƐƉƵƌƐƵĂŶƚƚŽƚŚĞ &ĂůƐĞ ůĂŝŵƐ Đƚ͕ ŝƚ ŝƐ ĞŶƚŝƚůĞĚ ƚŽ ƌĞĐŽǀĞƌ ŝƚƐ ůŝƚŝŐĂƚŝŽŶ ĐŽƐƚ Ɛ͕ ŝŶĐůƵĚŝŶŐ ĂƚƚŽƌŶĞǇΖƐ ĨĞĞƐ͘ ŽŶƚƌĂĐƚŽƌ ĂĐŬŶŽǁůĞĚŐĞƐ ƚŚĂƚ ƚŚĞ ĨŝůŝŶŐ ŽĨ Ă ĨĂůƐĞ ĐůĂŝŵ ŵĂǇ ƐƵďũĞĐƚ ŽŶƚƌĂĐƚŽƌ ƚŽ ĂŶ ĂĚŵŝŶŝƐƚƌĂƚŝǀĞ ĚĞďĂƌŵĞŶƚ ƉƌŽĐĞĞĚŝŶŐĂƐƚŚĞƌĞƐƵůƚŽĨǁŚŝĐŚŽŶƚƌĂĐƚŽƌŵĂǇďĞƉƌĞǀĞŶƚĞĚƚŽĂĐƚĂƐĂŽŶƚƌĂĐƚŽƌŽŶĂŶǇƉƵďůŝĐǁŽƌŬ Žƌ ŝŵƉƌŽǀĞŵĞŶƚ ĨŽƌ Ă ƉĞƌŝŽĚ ŽĨ ƵƉ ƚŽ ĨŝǀĞ ;ϱͿ ǇĞĂƌƐ͘ ŽŶƚƌĂĐƚŽƌ ĂĐŬŶŽǁůĞĚŐĞƐ ĚĞďĂƌŵĞŶƚ ďǇ ĂŶŽƚŚĞƌ ũƵƌŝƐĚŝĐƚŝŽŶŝƐŐƌŽƵŶĚƐĨŽƌŝƚǇƚŽƚĞƌŵŝŶĂƚĞƚŚŝƐŐƌĞĞŵĞŶƚ͘
Ϯϲ͘ :hZ/^/d/KE^Es
Eh

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Ϯϵ͘
Ed/Z
'Z

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Nov. 12, 2024
Item #2 Page 33 of 680
dd,D
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WĂŐĞϵ ŝƚǇƚƚŽƌŶĞǇƉƉƌŽǀĞĚsĞƌƐŝŽŶϱͬϮϮͬϮϬϮϰ

ĂŶĚ ƐŚĂůů ďĞ ĐŽŶƚŝŶŐĞŶƚ ƵƉŽŶ ŽŶƚƌĂĐƚŽƌΖƐ ĂĐĐĞƉƚĂŶĐĞ͘ WĂƌƚŝĐŝƉĂ ƚŝŶŐ ƉƵďůŝĐ ĂŐĞŶĐŝĞƐ ƐŚĂůů ďĞ ƐŽůĞůǇ ƌĞƐƉŽŶƐŝďůĞĨŽƌƚŚĞƉůĂĐŝŶŐŽĨŽƌĚĞƌƐ͕ĂƌƌĂŶŐŝŶŐĨŽƌĚĞůŝǀĞƌǇĂŶĚͬŽƌƐĞƌǀŝĐĞƐ͕ĂŶĚŵĂŬŝŶŐƉĂǇŵĞŶƚƐƚŽƚŚĞ ŽŶƚƌĂĐƚŽƌ͘dŚĞŝƚǇŽĨĂƌůƐďĂĚĂŶĚĂƌůƐďĂĚDƵŶŝĐŝƉĂůtĂƚĞƌŝƐƚƌŝĐƚƐŚĂůůŶŽƚďĞůŝĂďůĞ͕ŽƌƌĞƐƉŽŶƐŝďůĞ͕ ĨŽƌĂŶǇŽďůŝŐĂƚŝŽŶƐ͕ŝŶĐůƵĚŝŶŐďƵƚŶŽƚůŝŵŝƚĞĚƚŽĨŝŶĂŶĐŝĂůƌĞƐ ƉŽŶƐŝďŝůŝƚǇ͕ŝŶĐŽŶŶĞĐƚŝŽŶǁŝƚŚƉĂƌƚŝĐŝƉĂƚŝŽŶ ďǇĂŶŽƚŚĞƌƉƵďůŝĐĂŐĞŶĐǇ͘

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dŚĞŝŶĚŝǀŝĚƵĂůƐĞǆĞĐƵƚŝŶŐƚŚŝƐŐƌĞĞŵĞŶƚĂŶĚƚŚĞŝŶƐƚƌƵŵĞŶƚƐƌĞ ĨĞƌĞŶĐĞĚŝŶŝƚŽŶďĞŚĂůĨŽĨŽŶƚƌĂĐƚŽƌ ĞĂĐŚƌĞƉƌĞƐĞŶƚĂŶĚǁĂƌƌĂŶƚƚŚĂƚƚŚĞǇŚĂǀĞƚŚĞůĞŐĂůƉŽǁĞƌ͕ƌŝŐŚƚĂŶĚĂĐƚƵĂůĂƵƚŚŽƌŝƚǇƚŽďŝŶĚŽŶƚƌĂĐƚŽƌ ƚŽƚŚĞƚĞƌŵƐĂŶĚĐŽŶĚŝƚŝŽŶƐŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͘

ǆĞĐƵƚĞĚďǇŽŶƚƌĂĐƚŽƌƚŚŝƐͺͺͺͺͺͺͺͺͺͺͺĚĂǇŽĨͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ͕ϮϬϮϰ͘

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Nov. 12, 2024
Item #2 Page 34 of 680
Docusign Envelope ID: E20E02D8-34E8-4571 -AA0A-E101C8CFA1AA

CONTRACTOR
Domusstudio Architecture, LLP, a limited
liability partnership
By:

By:
(sign here)
Wayne Holtan, Principal
(print name/title)
(sign here)
Jonathan Dominy,
Principal Managing Partner
(print name/title)

ATTACHMENT B
PSA25-3524CA
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:

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: ____________ _
Assistant City Attorney

Page 10 ends

Nov. 12,2024 Item #2 Page 35 of 680
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WĂŐĞϭϭ ŝƚǇƚƚŽƌŶĞǇƉƉƌŽǀĞĚsĞƌƐŝŽŶϱͬϮϮͬϮϬϮϰ

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͘ƌŝĚŐŝŶŐŽĐƵŵĞŶƚĞǀĞůŽƉŵĞŶƚ͘
͘ŽŵƉůĞƚĞĞƐŝŐŶ^ĞƌǀŝĐĞƐ͘
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͘^ƉĂĐĞWƌŽŐƌĂŵŵŝŶŐ͘

ZĞƋƵĞƐƚƐĨŽƌǁŽƌŬŶŽƚůŝƐƚĞĚĂďŽǀĞŵƵƐƚďĞĐŽŶƚƌĂĐƚĞĚƵŶĚĞƌƐĞƉĂƌĂƚĞĂŐƌĞĞŵĞŶƚ͘

Nov. 12, 2024
Item #2 Page 36 of 680
Fee Proposal
City of Carlsbad
Request for Qualifications Notice
Master Services Agreement for Consultants
Number: RFQ24-3430CA

1. Architecture / Bridging
A. Bridging Document Development
B. Complete Design Services
C. Conceptual Design
D. Design Administration Services
(RFI, ASI, Review)
E. Space Programming
2800 Third Avenue San Diego, CA 92103
Tel 619.692.9393

1. Cover SheetEXHIBIT "A"

Nov. 12, 2024
Item #2 Page 37 of 680
domusstudio architecture
2 Attachment B - Master Services
Agreement Rate Schedule
15 (See attached)
(See attached)
See Notes below
NA - we can work with City's
reprographic consultant

0.67 NA - no markup
See Notes below

Nov. 12, 2024
Item #2 Page 38 of 680
domusstudio architecture
3 Attachment B - Master Services
Agreement Rate Schedule

Principals: -RQDWKDQ'RPLQ\$,$_:D\QH+ROWDQ$,$_'DYLG.HLWHO$,$_'DY LG3IHLIHU$,$_-RKQ3\MDU$,$
7KLUG$YHQXH6DQ'LHJR&DOLIRUQLD

GRPXVVWXGLRFRP

Hourly Billing Classification Rates Schedule
Effective as of January 2024

CLASSIFICATION

PERSONNEL

HOURLY RATE

Principal

Jonathan Dominy AIA
Wayne Holtan AIA
David Keitel AIA
David Pfeifer AIA | LEED AP
John Pyjar AIA | LEED AP

$220

Associate

Lisa D’Ambrosia AIA
Tommy Ross AIA

$195

Project Manager

Rachel Barnhart
Michael D. Meizen AIA
Luis Ramirez
Kellie Terrell | LEED AP

$165

Project Architect

Toni Pyjar

$140

Designer/Job Captain

Yohannes Abebe
Michael Cintron, AIA Associate Member
Kayleigh Cornejo, AIA Associate Member
Joseph Fleener
Uros Milikic

$110

Business Administrator

John Topete

$105

EEO Provisions: domus studio architecture is an equal opportunity employer and makes employment decisions on the basis of merit. We want to have the best available persons in every job. Company policy prohibits unlawful discrimination based on race, color, creed, gender, religion, marital status, age, national origin or ancestry, physical or mental disability, medical condition including genetic characteristics, or any other consideration made unlawful by federal, state, or local laws. All such discrimination is unlawful.

Our Company is committed to compliance with all applicable laws providing equal employment opportunities. This commitment applies to all persons involved in the operations of the Company and prohibits unlawful discrimination by any staff member of the Company, including Principals, Associates and outside Consultants.

Nov. 12, 2024
Item #2 Page 39 of 680
49449 Balboa Avenue, Suite 270, San Diego, CA 92123 | 619.299.5550 | bwesd.com Structural Engineering Civil Engineering Land Surveying gg
gg
y g

STRUCTURAL ENGINEERING

HOURLY RATE SCHEDULE
City of Carlsbad Master Services Agreement
Charlie Colvin, SE / BWE, Inc. Principal................................................................. $190.00 Dave Adams, SE / BWE, Inc. Principal Associate / Project Manager………… $165.00 Mara Cordon, SE / BWE, Inc. Senior Project Engineer........................................ $140.00 Helen To / BWE, Inc. Project Engineer / BIM Manager........................... $125.00 Guillermo Vallejo / BWE, Inc. Engineering Technician......................................... $115.00 Kristen Marlow / BWE, Inc. Administrative Assistant......................................... $100.00

Nov. 12, 2024
Item #2 Page 40 of 680
5 Snipes-Dye associates
____________________________________________________________________________________________ c i v i l e n g i n e e r s a n d l a n d s u r v e y o r s &HQWHU'ULYH6XLWH*/D0HVD&$

-

-
)D[
-2033

William A. Snipes, P.E., L.S.

Principal

Matthew P. Kurtz, P.E.

Principal

Todd Rockwell, L.S.

Survey Manager

Adolfo Flores Jr.

Asst. Survey Manager

Diana C. Padilla, P.E.

Project Engineer

Exhibit A
Civil Engineering and
Land Surveying
Services

Sub-Consultants
Snipes-Dye Associates Title
Hourly
Rate
1 Matthew P. Kurtz Principal Engineer

235.00
2 William A. Snipes Principal Engineer/Surveyor

235.00
3 Diana Padilla Project Engineer

195.00
4 Alfonso Alonso Sr. Design Engineer

160.00
5 Nick Doungpanya Asst. Design Engineer

120.00
6 Dustin Bui Jr. Design Engineer

110.00
7 Anjalique Preston Jr. Design Engineer

110.00
8 Mark Sanders CAD Technician

140.00
9 Adolfo Flores, Jr. Survey Manager

195.00
10 Cory Kurtz Survey Analyst/Calculations

160.00
11 One Person Survey Crew Prevailing Wage Rate

260.00
12 Two Person Survey Crew Prevailing Wage Rate

325.00
13 3 Staff Available Technical Assistant

95.00 Expenses
Description Cost % Markup
1 Reimbursable Expenses Cost 10%

Nov. 12, 2024
Item #2 Page 41 of 680
6 MCPARLANE & ASSOCIATES, INC.

Principal $225
Project Manager $200
Project Engineer $150
Designer (Revit/AutoCAD) $125
Administration $100

HOURLY RATES

Nov. 12, 2024
Item #2 Page 42 of 680
7 Billing Rate Schedule
2024 Hourly Rates

TITLE - CATEGORY
Engineering Aide or Project Administrator $115 - $135 Project Coordinator $135 - $155 BIM Designer $135 - $155 Designer / Engineer $180 - $205 Senior BIM Designer $195 - $225 Senior Designer / Senior Engineer $205 - $235 Sustainability Specialist $225 - $245 Supervising Designer $260 - $280 Project Manager $280 - $300 Project Engineer/Supervising Engineer $280 - $300 Principal in Charge $335 - $365 Project Executive $400 - $440 The above rates are applicable through December 31, 2024 and are subject to annual escalation.

Any project related, out-of-pocket expenses incurred are reimbursable at a 1.1x multiplier.

RATE PER HOUR ($)
7 ()
ƍ County of Riverside On-Call Engineering
Services (completed)
(p )

Nov. 12, 2024
Item #2 Page 43 of 680
8

+RXUO\%LOOLQJ5DWHV
Effective January 2024

These rates are effective through December 2024

F:\01 Agreement and Proposal Forms\04 Standard Hourly Rates\2024\SD_2024 Hourly Billing Rates Electrical Only.docx

CLASSIFICATION

ELECTRICAL
Principal III $310
Principal II $289
Principal I $278
Senior Discipline Manager $263
Senior Discipline Project Manager $257
Senior Discipline Engineer $247
Senior Project Engineer $252
Senior Project Manager $236
Discipline Manager $231
Discipline Engineer $229
Senior Engineer $210
Project Manager $200
Engineer III $189
Engineer II $168
Engineer I $152
Engineering Intern $110
Senior Designer $179
Designer III $158
Designer II $147
Designer I $123
Drafter II $114
Drafter I $105
Administrative Supervisor 1 $98
Clerical $89

Nov. 12, 2024
Item #2 Page 44 of 680
9 Design Fees & Hourly Rates

Our office standard policy is to provide fixed fees for individual projects at the time such work is requested. A written fee estimate and scope of work will be submitted for your review and approval prior to any work being performed. Fees will include separate line items for reimbursable expenses, testing, photography, copy writing, and ot her specific items, if included in our work.

Design work on smaller projects, and a dditional work on established projects can be provided at the client’s request, at our standard office hourly rates.

Principal $170.00 per hour
Project Landscape Architect / Designer $140.00 per hour Irrigation Designer $100.00 per hour
Clerical $60.00 per hour
Copy Writer $92.00 per hour

Reimbursable Expenses

Plan and report printing and photographic or xerox work may be billed directly through your printing account at your re quest. Printing billed through our account, special materials for the preparati on of presentation exhibits (i.e. mylars, frames, mounting, etc.), soil tests or reports, and outside consultants will be billed at cost plus 10% for handling, or may be billed to you directly through the supplier of your choice. In-house plots of the final plans (if required) will be billed at $2.00 each for bond and $22.00 for mylar.

Nov. 12, 2024
Item #2 Page 45 of 680
10 Ninyo & Moore | City of Carlsbad Master Agreement for Professional Services | 02-03403 | May 23, 2024 CA14

Schedule of Fees
Hourly Charges for Personnel
Professional Staff
Principal Engineer/Geologist/Environmental Scientist/Certified Industrial Hygienist .............................................. $ 210 Senior Engineer/Geologist/Environmental Scientist ............................................................................................... $ 200 Senior Project Engineer/Geologist/Environmental Scientist ................................................................................... $ 195 Project Engineer/Geologist/Environmental Scientist ............................................................................................... $ 185 Senior Staff Engineer/Geologist/Environmental Scientist ....................................................................................... $ 170 Staff Engineer/Geologist/Environmental Scientist................................................................................................... $ 155 GIS Analyst .............................................................................................................................................................. $ 130 Technical Illustrator/CAD Operator.......................................................................................................................... $ 110 Field Staff
Certified Asbestos/Lead Technician ........................................................................................................................ $ 195 Field Operations Manager ....................................................................................................................................... $ 130 Nondestructive Examination Technician (UT, MT, LP) ........................................................................................... $ 125 Supervisory Technician ........................................................................................................................................... $ 120 Special Inspector (Concrete, Masonry, Structural Steel, Welding, and Fireproofing) ............................................ $ 115 Senior Technician .................................................................................................................................................... $ 110 Technician ................................................................................................................................................................ $ 110 Administrative Staff
Information Specialist .............................................................................................................................................. $ 90 Geotechnical/Environmental/Laboratory Assistant ................................................................................................. $ 95 Data Processor ........................................................................................................................................................ $ 75 Other Charges
Concrete Coring Equipment (includes technician) .............................................................................................. $ 190/hr Anchor Load Test Equipment (includes technician) ........................................................................................... $ 190/hr GPR Equipment ................................................................................................................................................... $ 180/hr State of California Prevailing Wage Surcharge................................................................................................... $ 30/hr Inclinometer ......................................................................................................................................................... $ 100/hr Hand Auger Equipment ....................................................................................................................................... $ 80/hr Rebar Locator (Pachometer) ............................................................................................................................... $ 25/hr Vapor Emission Kit .............................................................................................................................................. $ 65/kit Nuclear Density Gauge ....................................................................................................................................... $ 12/hr X-Ray Fluorescence ............................................................................................................................................ $ 70/hr PID/FID ................................................................................................................................................................ $ 25/hr Air Sampling Pump .............................................................................................................................................. $ 10/hr Field Vehicle ........................................................................................................................................................ $ 15/hr Expert Witness Testimony ................................................................................................................................... $ 450/hr Direct Expenses .................................................................................................................................... Cost plus 15 % Special equipment charges will be provided upon request.

Notes
Our field services, are charged at a 4-hour minimum, and 8-hour minimum for hours exceeding 4 hours. Overtime rates at 1.5 times the regular rates will be charged for work performed in excess of 8 hours in one day Monday through Friday and all day on Saturday. Rates at twice the regular rates will be charged for all work in excess of 12 hours in one day, all day Sunday and on holidays.

Field services that may be subject to prevailing wage in accordance with AB 1768 and Prevailing Wage Determinations, will be subject to a prevailing wage surcharge as shown in our Schedule of Fees. Our rates will be adjusted in conjunction with the increase in the Prevailing Wage Determination during the life of the project, as applicable.

The terms and conditions are included in Ninyo & Moore’s Work Authorization and Agreement form.

Nov. 12, 2024
Item #2 Page 46 of 680
11 Ninyo & Moore | 2021 Laboratory Testing

Schedule of Fees for Laboratory Testing

SOILS CONCRETE
Atterberg Limits, D 4318, CT 204 .............................................................. $ 170 Compression Tests, 6x12 Cylinder, C 39 ................................................... $ 35 California Bearing Ratio (CBR), D 1883 .................................................... $ 550 Concrete Mix Desi gn Review, Job Spec ..................................................... $ 300 Chloride and Sulfate Content, CT 417 & CT 422 ..................................... $ 175 Concrete Mix Design, per Trial Batch, 6 cylinder, ACI ............................... $ 850 Consolidation, D 2435, CT 219 .................................................................. $ 300 Concrete Cores, Compression (excludes sampling), C 42 ....................... $ 120 Consolidation, Hydro-Collapse only, D 2435 ............................................ $ 150 Drying Shrinkage, C 157 .............................................................................. $ 400 Consolidation – Time Rate, D 2435, CT 219 ............................................ $ 200 Flexural Test, C 78 ....................................................................................... $ 85 Direct Shear – Remolded, D 3080 ............................................................ $ 350 Flexural Test, C 293 ..................................................................................... $ 85 Direct Shear – Undisturbed, D 3080 ......................................................... $ 300 Flexural Test, CT 523 ................................................................................... $ 95 Durability Index, CT 229 ............................................................................. $ 175 Gunite/Shotcrete, Panels, 3 cut cores per panel and test, ACI ................ $ 275 Expansion Index, D 4829, IBC 18-3 .......................................................... $ 190 Li ghtweight Concrete Fill, Compression, C 495 ......................................... $ 80 Expansion Potential (Method A), D 4546 .................................................. $ 170 Petrographic Analysis, C 856 ...................................................................... $ 2,000 Geofabric Tensile and Elongation Test, D 4632 ....................................... $ 200 Restrained Expansion of Shrinka ge Compensation .................................. $ 450 Hydraulic Conductivity, D 5084 .................................................................. $ 350 Splitting Tensile Strength, C 496 ................................................................. $ 100 Hydrometer Analysis, D 6913, CT 203...................................................... $ 220 3x6 Grout, (CLSM), C 39 ............................................................................. $ 55 Moisture, Ash, & Organic Matter of Peat/Organic Soils ........................... $ 120 2x2x2 Non-Shrink Grout, C 109 ................................................................. $ 55 Moisture Only, D 2216, CT 226 ................................................................. $ 35 Moisture and Density, D 2937 ................................................................... $ 45 ASPHALT Permeability, CH, D 2434, CT 220 ............................................................ $ 300 Air Voids, T 269 ............................................................................................ $ 85 pH and Resistivity, CT 643......................................................................... $ 175 Asphalt Mix Desi gn, Caltrans (incl. Aggregate Quality) ............................. $ 4,500 Proctor Density D1557, D 698, CT 216, AASHTO T-180 ........................ $ 220 Asphalt Mix Design Review, Job Spec ....................................................... $ 180 Proctor Density with Rock Correction D 1557 .......................................... $ 340 Dust Proportionin g, CT LP-4 ........................................................................ $ 85 R-value, D 2844, CT 301 ........................................................................... $ 375 Extraction, % Asphalt, including Gradation, D 2172, CT 382 .................... $ 250 Sand Equivalent, D 2419, CT 217 ............................................................. $ 125 Extraction, % Asphalt without Gradation, D 2172, CT 382 ........................ $ 150 Sieve Analysis, D 6913, CT 202 ................................................................ $ 145 Film Stripping, CT 302 .................................................................................. $ 120 Sieve Analysis, 200 Wash, D 1140, CT 202 ............................................. $ 100 Hveem Stabilit y and Unit Weight D 1560, T 246, CT 366 ......................... $ 225 Specific Gravity, D 854 ............................................................................... $ 125 Marshall Stability, Flow and Unit Weight, T 245 ......................................... $ 240 Thermal Resistivity (ASTM 5334, IEEE 442) ............................................ $ 925 Maximum Theoretical Unit Wei ght, D 2041, CT 309 .................................. $ 150 Triaxial Shear, C.D, D 4767, T 297 ........................................................... $ 550 Moisture Content, CT 370 ............................................................................ $ 95 Triaxial Shear, C.U., w/pore pressure, D 4767, T 2297 per pt ................ $ 450 Moisture Susceptibilit y and Tensile Stress Ratio, T 238, CT 371 ............. $ 1,000 Triaxial Shear, C.U., w/o pore pressure, D 4767, T 2297 per pt ........................$ 350 Slurry Wet Track Abrasion, D 3910 ............................................................. $ 150 Triaxial Shear, U.U., D 2850 ...................................................................... $ 250 Superpave, Asphalt Mix Verification (incl. Aggregate Quality) .................. $ 4,900 Unconfined Compression, D 2166, T 208 ................................................. $ 180 Superpave, Gyratory Unit Wt., T 312 .......................................................... $ 100 Superpave, Hambur g Wheel, 20,000 passes, T 324 ................................. $ 1,000 MASONRY Unit Weight sample or core, D 2726, CT 308 ............................................. $ 100 Brick Absorption, 24-hour submersion, 5-hr boiling, 7-day, C 67 ............ $ 70 Voids in Mineral Aggregate, (VMA) CT LP-2 .............................................. $ 90 Brick Compression Test, C 67 ................................................................... $ 55 Voids filled with Asphalt, (VFA) CT LP-3 .................................................... $ 90 Brick Efflorescence, C 67 ........................................................................... $ 55 Wax Density, D 1188 ................................................................................... $ 140 Brick Modulus of Rupture, C 67 ................................................................. $ 50 Brick Moisture as received, C 67 ............................................................... $ 45 AGGREGATES Brick Saturation Coefficient, C 67 .............................................................. $ 60 Cla y Lumps and Friable Particles, C 142.................................................... $ 180 Concrete Block Compression Test, 8x8x16, C 140 ................................. $ 70 Cleanness Value, CT 227 ............................................................................ $ 180 Concrete Block Conformance Package, C 90 .......................................... $ 500 Crushed Particles, CT 205 ........................................................................... $ 175 Concrete Block Linear Shrinkage, C 426 .................................................. $ 200 Durability, Coarse or Fine, CT 229 .............................................................. $ 205 Concrete Block Unit Weight and Absorption, C 140 ................................ $ 70 Fine A ggregate Angularity, ASTM C 1252, T 304, CT 234 ....................... $ 180 Cores, Compression or Shear Bond, CA Code ........................................ $ 70 Flat and Elongated Particle, D 4791 ............................................................ $ 220 Masonry Grout, 3x3x6 prism compression, C 39 ..................................... $ 45 Li ghtweight Particles, C 123 ........................................................................ $ 180 Masonry Mortar, 2x2 cube compression, C 109 ....................................... $ 35 Los Angeles Abrasion, C 131 or C 535 ....................................................... $ 200 Masonry Prism, half size, compression, C 1019 ...................................... $ 120 Material Finer than No. 200 Sieve b y Washing, C 117 .............................. $ 90 Masonry Prism, Full size, compression, C 1019 ...................................... $ 200 Organic Impurities, C 40 .............................................................................. $ 90 Potential Alkali Reactivit y, Mortar Bar Method, Coarse, C 1260 ............... $ 1,250 REINFORCING AND STRUCTURAL STEEL Potential Alkali Reactivity, Mortar Bar Method, Fine, C 1260 .................... $ 950 Chemical Analysis, A 36, A 615................................................................. $ 135 Potential Reactivity of Aggregate (Chemical Method), C 289 ................... $ 475 Fireproofing Density Test, UBC 7-6........................................................... $ 90 Sand Equivalent, T 176, CT 217 ................................................................. $ 125 Hardness Test, Rockwell, A 370 ............................................................... $ 80 Sieve Analysis, Coarse Aggregate, T 27, C 136 ........................................ $ 120 High Strength Bolt, Nut & Washer Conformance, Sieve Anal ysis, Fine Aggregate (including wash), T 27, C 136................. $ 145 per assembly, A 325 ............................................................................. $ 150 Sodium Sulfate Soundness, C 88 ............................................................... $ 450 Mechanically Spliced Reinforcing Tensile Test, ACI ................................ $ 175 Specific Gravit y and Absorption, Coarse, C 127, CT 206 ......................... $ 115 Pre-Stress Strand (7 wire), A 416 .............................................................. $ 170 Specific Gravity and Absorption, Fine, C 128, CT 207 .............................. $ 175 Reinforcing Tensile or Bend up to No. 11, A 615 & A 706...................... $ 75 Structural Steel Tensile Test: Up to 200,000 lbs., A 370 ......................... $ 90 ROOFING Welded Reinforcing Tensile Test: Up to No. 11 bars, ACI ....................... $ 80 Roofing Tile Absorption, (set of 5), C 67 ..................................................... $ 250 Roofin g Tile Strength Test, (set of 5), C 67 ................................................ $ 250

Special preparation of standard test specimens will be charged at the technician’s hourly rate.

Ninyo & Moore is accredited to perform the AASHTO equivalent of many ASTM test procedures.

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Item #2 Page 47 of 680
12 Fee Schedule - 2024

TITLE HOURLY RATE

DIRECTOR
LEVEL SERVICES:

Director $270
MANAGEMENT: Cost Estimating Manager $197
SENIOR
PROFESSIONAL:

Senior Cost Estimator $187
PROFESSIONAL:

Cost Estimator II
Cost Estimator I
Economist
Senior Risk Analyst
$172
$162
$200
$187
Rates are valid through 31 December 2024.

PROFESSIONAL RATES

Nov. 12, 2024
Item #2 Page 48 of 680
13 STC Traffic, Inc.

Fee Schedule
Staff Title Hourly Rate
Ashley Adamos Project Engineer III $190.00
Myles Baidy Project Engineer III $190.00
Justin Bautista Drafter II $130.00
Robert Blough Principal Manager $260.00
Jordan Conrad Intern $100.00
David Dipierro Senior Principal Manager $270.00
Alexander Duenhoelter Intern $100.00
John Flores Intern $100.00
Binyam Gebregergs Project Engineer I $140.00
Brett Hansen Construction Manager $240.00
Alain Hungerford Systems Engine er/Tech Specialist III $200.00 Philip Kern Senior Principal Manager $240.00
Christian Lambarth Principal Manager $260.00
Adam Lemberg Sr. Systems Engineer/Technical Specialist $220.00 Trevor O’Neal Project Engineer I $140.00
Gianluca Pesaresi Project Engineer II $160.00
Brandon Schlueter Project Manager I $200.00
Balaji Shivaji Senior Project Engineer $210.00
Jason Stack Principal-In-Charge $290.00
Kevin Stone Sr. Construction Engineer/Inspector $220.00 Joseph Walters Senior Project Engineer $210.00
Phillip Wragg Project Manager I $200.00
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Nov. 12, 2024
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Docusign Envelope ID: E59346A3-17 A6-41 BA-AC41-0719FCC78706

MASTER AGREEMENT FOR ARCHITECTURE/ BRIDGING SERVICES
TUCKER SADLER ARCHITECTS, INC.

ATTACHMENT C
PSA25-3523CA
THIS AGREEMENT is made and entered into as of the H day of 1':\.oJ . . 2024, by and between the City of Carlsbad, California, a municipal corporation, hereinafter referred to as "City", and Tucker Sadler Architects, Inc., a California corporation, hereinafter referred to as "Contractor."

RECITALS
A. City requires the professional services of a consultant that is experienced in the architecture and bridging field.

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 architect~re and bridging.

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:

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 extend it for two (I) 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.

Page 1 ends

Nov. 12,2024 Item #2 Page 50 of 680

ATTACHMENT C
PSA25-3523CA

Page 2 ends

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 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 o f rate schedule increase by the City or CMWD must be documented in an amendment to the Agreement.

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.

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. 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 dynamic by improving information flow, reducing non- productive activities, reducing rework and Docusign Envelope ID: E59346A3-17A6-41BA-AC41-0719FCC78706 Nov. 12, 2024
Item #2 Page 51 of 680

ATTACHMENT C
PSA25-3523CA
Pag e 3 City Attorney Approved Version 5/22/2024
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.

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.

Nothing contained in this Agreement will create any contractual relationship between any subcontractor Docusign Envelope ID: E59346A3-17A6-41BA-AC41-0719FCC78706 Nov. 12, 2024
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ATTACHMENT C
PSA25-3523CA

Page 4 ends

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.

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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ATTACHMENT C
PSA25-3523CA

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.

13.1 .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 C
PSA25-3523CA
Pag e 6 City Attorney Approved Version 5/22/2024

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, do
cuments, 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

Dan Martorana, Senior Associate
Project Manager
1747 Hancock St, Suite A
San Diego, CA 92101
619-398-1945 m: 858-735-4006
[email protected]
Docusign Envelope ID: E59346A3-17A6-41BA-AC41-0719FCC78706 Nov. 12, 2024
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ATTACHMENT C
PSA25-3523CA
Pag e 7 City Attorney Approved Version 5/22/2024
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. 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 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. DISCRIMINATION AND HARASSMENT PROHIBITED
Contractor will comply with all applicable local, state and federal laws and regulations prohibiting discrimination and harassment.

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 d isputes 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. TERMINATION
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 Cit
y 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.

Ci
ty 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. COVENANTS 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: E59346A3-17A6-41BA-AC41-0719FCC78706 30thirty
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ATTACHMENT C
PSA25-3523CA
Pag e 8 City Attorney Approved Version 5/22/2024
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. 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 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. C ontractor 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.

30. PUBLIC 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: E59346A3-17A6-41BA-AC41-0719FCC78706 Nov. 12, 2024
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PSA25-3523CA
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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.

Exe
cuted by Contractor this___________ day of _______________________, 2024.

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CONTRACTOR
Tucker Sadler Architects, Inc., a California
corporation
By:
(sign here)
Gregory Muller, President, CFO and Secretary
(print name/title)
By:
(sign here)
(print name/title)

ATTACHMENT C
PSA25-3523CA
CITY OF CARLSBAD, a municipal corporation of
the State of California
By:

ATTEST:

SHERRY FREISINGER, City Clerk
By:
09A
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:

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: bl\.Y. (-\u,yu-A,
Assistant City Attorney

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PSA25-3523CA

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EXHIBIT A

SCOPE OF SERVICES AND FEES

Perform a variety of architecture and bridging tasks as outlined in individual Project Task Description & Fee Allotments (PTD&FA) related to the following:

A. Bridging Document Development.

B. Complete Design Services.

C. Conceptual Design.

D. Design Administration Services (RFI, ASI, Review).

E. Space Programming.

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

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2044 1 st Avenue, Suite 300, San Diego, CA 92101 tel 619.236.1662 www.tuckersadler.com

STANDARD BILLING RATES
For invoicing as of January 1, 2023
Personnel Category Hourly Rate
Principal $ 325
Project Director $ 216
Project Architect/Manager Level 1 $ 205
Project Architect/Manager Level 2 $ 184
Project Architect/Manager Level 3 $ 160
Project Designer Level 1 $ 172
Project Designer Level 2 $ 160
Project Designer Level 3 $ 124
Interior Designer Level 1 $ 178
Interior Designer Level 2 $ 143
Interior Designer Level 3 $ 113
Job Captain Level 1 $ 160
Job Captain Level 2 $ 143
Job Captain Level 3 $ 119
Planner / Intern $ 97
Digital Modeler/BIM Manager $ 160
Business/Marketing Manager $ 194
Administrative/Clerical $ 86
Administrative/Controller $ 146

Note: The Rate/Hour for services of the Architect shall be adjusted annually on each subsequent January 1.

Reimbursables:

Outsourced: 15% standard, but check Contracts as it may be lower

TSA Copies/Plotter (no markup):

Black & White copies: $0.10/sheet
 Color copies: $0.15/sheet
 Plotter: ½ size = $1.00/sheet
24 x 36 = $1.50/sheet
30 x 42 = $2.00/sheet
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Docusign Envelope ID: A93CC 1 A 1-AA 18-4585-85D 1-34BAC68156D4

MASTER AGREEMENT FOR

CIVIL ENGINEERING (GENERAL) SERVICES

DOKKEN ENGINEERING

ATTACHMENT D
PSA25-3529CA
THIS AGREEMENT is made and entered into as of the \ j: day of No\/ · . 2024, by and between the City of Carlsbad, California, a ~unicipal corporation, hereinafter referred to as "City", and Dokken Engineering, 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:

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 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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PSA25-3529CA

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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

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. P

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. 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: A93CC1A1-AA18-4585-85D1-34BAC68156D4 Nov. 12, 2024
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PSA25-3529CA

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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.

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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PSA25-3529CA

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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.

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.

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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PSA25-3529CA

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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.