2024-11-12; City Council; Resolution 2024-244 — Carlsbad City Council, November 12, 2024 (part 1 of 5)

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)

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.

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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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 unavoidable delays not caused by a lack of foresight on the part of Contractor, or delays caused by City in action or other agencies' lack of timely action. In no event shall a specific Task Description exceed the term of this Agreement. ϱ͘ KDW
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The cumulative total for all projects allowed pursuan t 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 comp lete 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 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 acco mpanying the written request should detail the rationale for the requested adjustment, and the re quested 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. ϲ͘ WZ
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Any construction, alteration, demolition, repair, and maintenance work, including work performed during design and preconstruction such as inspection a nd land surveying work, cumulatively exceeding $1,000 and performed under this Agreement are subject to state 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 records, and making them available for inspection. Contractor shall require any subcontractors to comply with Section 1776. ϳ͘ KE^dZhd/KEDE'
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Procore Project Management and Collaboration System. This project may utilize the Owner’s Procore (www.procore.com) online project management and document control platform. The intent of utilizing Procore is to reduce cost and schedule risk, impr ove quality and safety, and maintain a healthy team dynamic by improving information flow, reducing non-productive activities, reducing rework and

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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 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 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 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.

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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. 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. ϵ͘ KEdZdKZ
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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. ϭϬ͘ ^hKEdZ d/E'
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

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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.
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The City reserves the right to employ other Contractors in connection with the Services. ϭϮ͘ /E
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Contractor is a design-professional and agrees to defend (with counsel approved by the City), indemnify, and hold harmless the City and its officers, elected and appointed officials, employees and volunteers from and against all claims, damages, losses and expenses including attorneys fees arising out of the performance of the work described herein caused by any willful misconduct or negligent act or omission of the Contractor, any subcontractor, anyone directly or indirectly employed by any of them or anyone for whose acts any of them may be liable.

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

The parties expressly agree that any payment, attorney’s fee, costs or expense City incurs or makes to or on behalf of an injured employee under the City’s self-administered workers’ compensation is included as a loss, expense or cost for the purposes of this section, and that this section will survive the expiration or early termination of this Agreement.
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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"; KZ 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”; KZ an alien non-admitted insurer listed by the National Association of Insurance Commissioners (NAIC) latest quarterly listings report.

13.1 Coverages and Limits. Contractor will maintain the types of coverages and minimum limits indicated below, unless Risk Manager or City Manager approves a lower amount. These minimum amounts of coverage will not constitute any limitations or cap on Contractor's indemnification obligations under this Agreement. City, its officers, agents and employees make no representation that the limits of the insurance specified to be carried by Contractor pursuant to this Agreement are adequate to protect Contractor. If Contractor believes 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 also 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 automobile is involved for Contractor's work for City). $2,000,000 combined single-limit per accident for bodily injury and property damage.

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

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

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

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

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

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

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

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

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

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

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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.
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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 Ag reement for a period of four (4) years from the date of final payment under this Agreement.
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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 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.
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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. ϭϴ͘ EKd/
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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.
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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.

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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 subj ect 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.

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Contractor will comply with all applicable local, state and federal laws and regulations prohibiting discrimination and harassment.

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

Representatives of Contractor or City will reduce such questions, and their respective views, to writing. A copy of such documented dispute will be forwarded to both parties involved along with recommended methods of resolution, which would be of benefit to both parties. The representative receiving the letter will reply to the letter along with a recommended method of resolution within ten (10) business days. If the resolution thus obtained is unsatisfactory to the aggrieved party, a letter outlining the disputes will be forwarded to the City Manager. The City Manager will consider the facts and solutions recommended by each party and may then opt to direct a solution to the problem. In such cases, the action of the City Manager will be binding upon the parties involved, although nothing in this procedure will prohibit the parties from seeking remedies available to them at law. Where City Manager does not direct a solution to the problem, mediation is optional if a dispute remains.

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In the event of the Contractor's failure to prosecute, deliver, or perform the Services, City may terminate this Agreement for nonperformance by notifying Contract or by certified mail of the termination. If City decides to abandon or indefinitely postpone the work or services contemplated by this Agreement, City may terminate this Agreement upon written notice to Contractor. Upon notification of termination, Contractor has five (5) business days to deliver any documents owned by City and all work in progress to City at the address contained in this Agreement. City will make a determination of fact based upon the work product delivered to City and of the percentage of work that Contractor has performed which is usable and of worth to City in having the Agreement completed. Based upon that finding City will determine the final payment of the Agreement.

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

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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

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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.

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

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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.

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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.

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

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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 th is 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.
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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

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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 financial responsibility, in connection with participation by another public agency.
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The individuals executing this Agreement and the inst ruments referenced in it on behalf of Contractor each represent and warrant that they have the legal power, right and actual authority to bind Contractor to the terms and conditions of this Agreement.

Executed by Contractor this___________ day of _______________________, 2024.

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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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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

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HOURLY 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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Nov. 12, 2024 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

REIMBURSABLE SERVICES
Out 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.

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Nov. 12, 2024 Item #2 Page 20 of 680
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Nov. 12, 2024 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

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Nov. 12, 2024 Item #2 Page 22 of 680

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Nov. 12, 2024 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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Nov. 12, 2024 Item #2 Page 24 of 680
COFFMAN ENGINEERS | City of Carlsbad MSA 2024 8
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Nov. 12, 2024 Item #2 Page 25 of 680

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dŚĞ ĐƵŵƵůĂƚŝǀĞ ƚŽƚĂů ĨŽƌ ĂůůƉƌŽũĞĐƚƐ ĂůůŽǁĞĚƉƵƌƐƵĂŶƚƚŽ ƚŚŝƐŐƌĞĞŵĞŶƚǁŝůů ŶŽƚĞǆĐĞĞĚ ĨŝǀĞŚƵŶĚƌĞĚ 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 ƵƉŽŶƐŝŐŶĂƚƵƌĞďǇŽŶƚƌĂĐƚŽƌĂŶĚĨŽƌŝƚǇ͕ƚŚĞŝƚǇDĂŶĂŐĞƌŽƌ ŝƌĞĐƚŽƌ͕ǁŝůůďĞĐŽŶƐŝĚĞƌĞĚĂƉĂƌƚŽĨƚŚŝƐ ŐƌĞĞŵĞŶƚ͘dŚĞdĂƐŬĞƐĐƌŝƉƚŝŽŶǁŝůůŝŶĐůƵĚĞĂĚĞƚĂŝůĞĚƐĐŽƉĞŽ ĨƐĞƌǀŝĐĞƐĨŽƌƚŚĞƉĂƌƚŝĐƵůĂƌƉƌŽũĞĐƚďĞŝŶŐ ĐŽŶƐŝĚĞƌĞĚĂŶĚĂƐƚĂƚĞŵĞŶƚŽĨŽŶƚƌĂĐƚŽƌΖƐĨĞĞƚŽĐŽŵƉůĞƚĞƚŚĞ ƉƌŽũĞĐƚŝŶĂĐĐŽƌĚĂŶĐĞǁŝƚŚƚŚĞƐƉĞĐŝĨŝĞĚ ƐĐŽƉĞŽĨƐĞƌǀŝĐĞƐ͘dŚĞdĂƐŬĞƐĐƌŝƉƚŝŽŶǁŝůůĂůƐŽŝŶĐůƵĚĞĂĚĞƐ ĐƌŝƉƚŝŽŶŽĨƚŚĞŵĞƚŚŽĚŽĨƉĂǇŵĞŶƚĂŶĚǁŝůů ďĞďĂƐĞĚƵƉŽŶĂŶŚŽƵƌůǇƌĂƚĞ͕ƉĞƌĐĞŶƚĂŐĞŽĨƉƌŽũĞĐƚĐŽŵƉůĞƚĞ͕Đ ŽŵƉůĞƚŝŽŶŽĨƐƉĞĐŝĨŝĐƉƌŽũĞĐƚƚĂƐŬƐŽƌĂ ĐŽŵďŝŶĂƚŝŽŶƚŚĞƌĞŽĨ͘

/ĨƚŚĞŝƚǇŽƌDtĞůĞĐƚƚŽĞǆƚĞŶĚƚŚĞƚĞƌŵŽĨƚŚĞDĂƐƚĞƌ^Ğƌǀ ŝĐĞƐŐƌĞĞŵĞŶƚ͕ĂĚũƵƐƚŵĞŶƚƐƚŽƚŚĞƌĂƚĞ ƐĐŚĞĚƵůĞŵĂǇďĞƉĞƌŵŝƚƚĞĚ͘hƉŽŶƌĞĐĞŝƉƚŽĨĂǁƌŝƚƚĞŶƌĞƋƵĞƐƚĨƌ ŽŵƚŚĞŽŶƚƌĂĐƚŽƌ͕ƚŚĞŝƚǇŽƌDt ŵĂǇ ĐŽŶƐŝĚĞƌ ĂƉƉƌŽǀŝŶŐ Ă ƌĂƚĞ ƐĐŚĞĚƵůĞ ŝŶĐƌĞĂƐĞ͘ ZĂƚĞ ƐĐŚĞĚƵůĞŝŶĐƌĞĂƐĞƐ 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
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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 ĂŶ Ě ĂƉƉůŝĐĂďůĞ ƚĞĂŵ ŵĞŵďĞƌƐ ƐŚĂůů ĐŽŵƉůĞƚĞ Ă ĨƌĞĞ ƚƌĂŝŶŝŶŐ ĐĞƌƚŝĨŝĐĂƚŝŽŶ ĐŽƵƌƐĞ ůŽĐĂƚĞĚ ĂƚŚƚƚƉ͗ͬͬůĞĂƌŶ͘ƉƌŽĐŽƌĞ͘ĐŽŵͬƉƌŽĐŽƌĞͲĐĞƌƚŝĨŝĐĂƚŝŽŶͲ ƐƵďĐŽŶƚƌĂĐƚŽƌ͘dŚĞŽŶƚƌĂĐƚŽƌŝƐƌĞƐƉŽŶƐŝďůĞĨŽƌĂƚƚĂŝŶŝŶŐƚŚĞŝƌŽǁŶWƌŽĐŽƌĞ ƐƵƉƉŽƌƚ͕ĂƐŶĞĞĚĞĚ͕ĞŝƚŚĞƌ ƚŚƌŽƵŐŚƚŚĞŽŶůŝŶĞƚƌĂŝŶŝŶŐŽƌƌĞĂĐŚŝŶŐŽƵƚƚŽƚŚĞWƌŽĐŽƌĞƐƵƉƉŽƌƚƚĞĂŵ͘/ƚǁŝůůďĞƚŚĞƌĞƐƉŽŶƐŝďŝůŝƚǇŽĨƚŚĞ ŽŶƚƌĂĐƚŽƌƚŽƌĞŐƵůĂƌůǇĐŚĞĐŬWƌŽĐŽƌĞĂŶĚƌĞǀŝĞǁƵƉĚĂƚĞĚĚŽĐƵŵĞŶƚƐĂƐƚŚĞǇĂƌĞĂĚĚĞĚ͘dŚĞƌĞǁŝůůďĞŶŽ ĐŽƐƚƚŽƚŚĞŽŶƚƌĂĐƚŽƌĨŽƌƵƐĞŽĨWƌŽĐŽƌĞ͘

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

/Ĩ ŽŶƚƌĂĐƚŽƌ͛Ɛ ŽďůŝŐĂƚŝŽŶ ƚŽ ĚĞĨĞŶĚ͕ ŝŶĚĞŵŶŝĨǇ͕ ĂŶĚͬŽƌ ŚŽůĚ ŚĂ ƌŵůĞƐƐ ĂƌŝƐĞƐ ŽƵƚ ŽĨ ŽŶƚƌĂĐƚŽƌ͛Ɛ ƉĞƌĨŽƌŵĂŶĐĞĂƐĂ͞ĚĞƐŝŐŶƉƌŽĨĞƐƐŝŽŶĂů͟;ĂƐƚŚĂƚƚĞƌŵŝƐĚĞĨŝŶĞĚ ƵŶĚĞƌŝǀŝůŽĚĞƐĞĐƚŝŽŶϮϳϴϮ͘ϴͿ͕ƚŚĞŶ͕ 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 KZĂŶĂůŝĞŶŶŽŶͲĂĚŵŝƚƚĞĚŝŶƐƵƌĞƌůŝƐƚĞĚďǇƚŚĞEĂƚŝŽŶĂůƐƐŽĐŝĂƚŝ ŽŶŽĨ/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 ĂŐŐƌĞŐĂƚĞůŝŵŝƚĂƉƉůŝĞƐ͕ĞŝƚŚĞƌƚŚĞŐĞŶĞƌĂůĂŐŐƌĞŐĂƚĞůŝŵŝƚƐŚĂ ůůĂƉƉůǇƐĞƉĂƌĂƚĞůǇƚŽƚŚŝƐƉƌŽũĞĐƚͬůŽĐĂƚŝŽŶ 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 ŽŵŵĞ ƌĐŝĂů'ĞŶĞƌĂů>ŝĂďŝůŝƚǇǁŚŝĐŚ ƐŚĂůůƉƌŽǀŝĚĞƉƌŝŵĂƌǇĐŽǀĞƌĂŐĞƚŽƚŚĞŝƚǇ͘

ϭϯ͘Ϯ͘Ϯ ŽŶƚƌĂĐƚŽƌǁŝůůŽďƚĂŝŶŽĐĐƵƌƌĞŶĐĞĐŽǀĞƌĂŐĞ͕ĞǆĐůƵĚŝŶŐWƌ ŽĨĞƐƐŝŽŶĂů>ŝĂďŝůŝƚǇ͕ǁŚŝĐŚǁŝůůďĞ ǁƌŝƚƚĞŶĂƐĐůĂŝŵƐͲŵĂĚĞĐŽǀĞƌĂŐĞ͘

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

ϭϯ͘ϯ WƌŽǀŝĚŝŶŐĞƌƚŝĨŝĐĂƚĞƐŽĨ/ŶƐƵƌĂŶĐĞĂŶĚ
ŶĚŽƌƐĞŵĞŶƚƐ͘WƌŝŽ ƌƚŽŝƚǇΖƐĞǆĞĐƵƚŝŽŶŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͕ ŽŶƚƌĂĐƚŽƌǁŝůůĨƵƌŶŝƐŚĐĞƌƚŝĨŝĐĂƚĞƐŽĨŝŶƐƵƌĂŶĐĞĂŶĚĞŶĚŽƌƐĞŵĞŶƚƐƚŽŝƚǇ͘
ϭϯ͘ϰ &ĂŝůƵƌĞƚŽDĂŝŶƚĂŝŶŽǀĞƌĂŐĞ͘/ĨŽŶƚƌĂĐƚŽƌĨĂŝůƐƚŽŵĂŝŶƚ ĂŝŶĂŶǇŽĨƚŚĞƐĞŝŶƐƵƌĂŶĐĞĐŽǀĞƌĂŐĞƐ͕ ƚŚĞŶŝƚǇǁŝůůŚĂǀĞƚŚĞŽƉƚŝŽŶƚŽĚĞĐůĂƌĞŽŶƚƌĂĐƚŽƌŝŶďƌĞĂĐŚ͕ŽƌŵĂǇƉƵƌĐŚĂƐĞƌĞƉůĂĐĞŵĞŶƚŝŶƐƵƌĂŶĐĞŽƌ ƉĂǇƚŚĞƉƌĞŵŝƵŵƐƚŚĂƚĂƌĞĚƵĞŽŶĞǆŝƐƚŝŶŐƉŽůŝĐŝĞƐŝŶŽƌĚĞƌƚŽŵĂŝŶƚĂŝŶƚŚĞƌĞƋƵŝƌĞĚĐŽǀĞƌĂŐĞƐ͘ŽŶƚƌĂĐƚŽƌ ŝƐƌĞƐƉŽŶƐŝďůĞĨŽƌĂŶǇƉĂǇŵĞŶƚƐŵĂĚĞďǇŝƚǇƚŽŽďƚĂŝŶŽƌŵĂŝŶƚ ĂŝŶŝŶƐƵƌĂŶĐĞĂŶĚŝƚǇŵĂǇĐŽůůĞĐƚƚŚĞƐĞ ƉĂǇŵĞŶƚƐ ĨƌŽŵ ŽŶƚƌĂĐƚŽƌ Žƌ ĚĞĚƵĐƚ 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
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W^ϮϱͲϯϱϮϰ
WĂŐĞϲ ŝƚǇƚƚŽƌŶĞǇƉƉƌŽǀĞĚsĞƌƐŝŽŶϱͬϮϮͬϮϬϮϰ

ϭϰ͘ h^/E
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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/ŶƚŚĞĞǀĞŶƚƚŚŝƐŐƌĞĞŵĞŶƚ ŝƐƚĞƌŵŝŶĂƚĞĚ͕ĂůůǁŽƌŬƉƌŽĚƵĐƚƉƌŽĚƵĐĞĚ ďǇŽŶƚƌĂĐƚŽƌŽƌŝƚƐĂŐĞŶƚƐ͕ĞŵƉůŽǇĞĞƐĂŶĚƐƵďĐŽŶƚƌĂĐƚŽƌƐƉƵƌƐƵ ĂŶƚƚŽƚŚŝƐŐƌĞĞŵĞŶƚǁŝůůďĞĚĞůŝǀĞƌĞĚ ĂƚŽŶĐĞƚŽŝƚǇ͘ŽŶƚƌĂĐƚŽƌǁŝůůŚĂǀĞƚŚĞƌŝŐŚƚƚŽŵĂŬĞŽŶĞ;ϭͿ ĐŽƉǇŽĨƚŚĞǁŽƌŬƉƌŽĚƵĐƚĨŽƌŽŶƚƌĂĐƚŽƌ͛Ɛ ƌĞĐŽƌĚƐ͘

ϭϳ͘ KWzZ/',d^
ŽŶƚƌĂĐƚŽƌĂŐƌĞĞƐƚŚĂƚĂůůĐŽƉǇƌŝŐŚƚƐ ƚŚĂƚĂƌŝƐĞĨƌŽŵƚŚĞƐĞƌǀŝ ĐĞƐǁŝůůďĞǀĞƐƚĞĚŝŶŝƚǇĂŶĚŽŶƚƌĂĐƚŽƌ ƌĞůŝŶƋƵŝƐŚĞƐĂůůĐůĂŝŵƐƚŽƚŚĞĐŽƉǇƌŝŐŚƚƐŝŶĨĂǀŽƌŽĨŝƚǇ͘
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ůĞŝĚĂ&ĞůŝǆzĂĐŬĞů EĂŵĞ
dŝƚůĞ ^ĞŶŝŽƌŽŶƚƌĂĐƚĚŵŝŶŝƐƚƌĂƚŽƌ dŝƚůĞ
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WŚŽŶĞ ϰϰϮͲϯϯϵͲϮϳϲϳ

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ϭϵ͘ '
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Nov. 12, 2024 Item #2 Page 31 of 680
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WĂŐĞϳ ŝƚǇƚƚŽƌŶĞǇƉƉƌŽǀĞĚsĞƌƐŝŽŶϱͬϮϮͬϮϬϮϰ

ŽŶƚƌĂĐƚŽƌǁŝůůďĞĂǁĂƌĞŽĨƚŚĞƌĞƋƵŝƌĞŵĞŶƚƐŽĨƚŚĞ/ŵŵŝŐƌĂƚŝŽŶZĞĨŽƌŵĂŶĚŽŶƚƌŽůĐƚŽĨϭϵϴϲĂŶĚǁŝůů ĐŽŵƉůǇǁŝƚŚƚŚŽƐĞƌĞƋƵŝƌĞŵĞŶƚƐ͕ŝŶĐůƵĚŝŶŐ͕ďƵƚŶŽƚůŝŵŝƚĞĚƚŽ͕ ǀĞƌŝĨǇŝŶŐƚŚĞĞůŝŐŝďŝůŝƚǇĨŽƌĞŵƉůŽǇŵĞŶƚŽĨ ĂůůĂŐĞŶƚƐ͕ĞŵƉůŽǇĞĞƐ͕ƐƵďĐŽŶƚƌĂĐƚŽƌƐĂŶĚĐŽŶƐƵůƚĂŶƚƐǁŚŽƐĞƐĞƌǀŝĐĞƐĂƌĞƌĞƋƵŝƌĞĚďǇƚŚŝƐŐƌĞĞŵĞŶƚ͘
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Ϯϭ͘ /^Z/D/Ed/KEE,Z^^D
EdWZK,//d

ŽŶƚƌĂĐƚŽƌ ǁŝůů ĐŽŵƉůǇ ǁŝƚŚ Ăůů ĂƉƉůŝĐĂďůĞ ůŽĐĂů͕ ƐƚĂƚĞ ĂŶĚ ĨĞĚ ĞƌĂů 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 DĂŶĂŐĞƌǁŝůůďĞďŝŶĚŝŶŐƵƉŽŶƚŚĞƉĂƌƚŝĞƐŝŶǀŽůǀĞĚ͕ĂůƚŚŽƵŐŚŶŽƚ ŚŝŶŐŝŶƚŚŝƐƉƌŽĐĞĚƵƌĞǁŝůůƉƌŽŚŝďŝƚƚŚĞ 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 ǁŽƌŬƉƌŽĚƵĐƚĚĞůŝǀĞƌĞĚƚŽŝƚǇĂŶĚŽĨƚŚĞƉĞƌĐĞŶƚĂŐĞŽĨǁŽƌŬƚŚ ĂƚŽŶƚƌĂĐƚŽƌŚĂƐƉĞƌĨŽƌŵĞĚǁŚŝĐŚŝƐ 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 ;ͺͺͺͿĚĂǇƐǁƌŝƚƚĞŶŶŽƚŝĐĞƚŽŝƚǇ͘/ŶƚŚĞ ĞǀĞŶƚŽĨƚĞƌŵŝŶĂƚŝŽŶŽĨƚŚŝƐŐƌĞĞŵĞŶƚďǇĞŝƚŚĞƌƉĂƌƚǇĂŶĚƵƉŽŶƌĞƋƵĞƐƚŽĨŝƚǇ͕ŽŶƚƌĂĐƚŽƌǁŝůůĂƐƐĞŵďůĞ ƚŚĞǁŽƌŬƉƌŽĚƵĐƚĂŶĚƉƵƚŝƚŝŶŽƌĚĞƌĨŽƌƉƌŽƉĞƌĨŝůŝŶŐĂŶĚĐůŽƐ ŝŶŐĂŶĚĚĞůŝǀĞƌŝƚƚŽŝƚǇ͘ŽŶƚƌĂĐƚŽƌǁŝůůďĞ ƉĂŝĚĨŽƌǁŽƌŬƉĞƌĨŽƌŵĞĚƚŽƚŚĞƚĞƌŵŝŶĂƚŝŽŶĚĂƚĞ͖ŚŽǁĞǀĞƌ͕ƚŚĞƚ ŽƚĂůǁŝůůŶŽƚĞǆĐĞĞĚƚŚĞůƵŵƉƐƵŵĨĞĞ ƉĂǇĂďůĞƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚ͘ŝƚǇǁŝůůŵĂŬĞƚŚĞĨŝŶĂůĚĞƚĞƌŵŝŶĂƚŝŽŶĂƐƚŽƚŚĞƉŽƌƚŝŽŶƐŽĨƚĂƐŬƐĐŽŵƉůĞƚĞĚ ĂŶĚƚŚĞĐŽŵƉĞŶƐĂƚŝŽŶƚŽďĞŵĂĚĞ͘

Ϯϰ͘ Ks
EEd^'/E^dKEd/E'
Ed&

^
ŽŶƚƌĂĐƚŽƌǁĂƌƌĂŶƚƐƚŚĂƚŽŶƚƌĂĐƚŽƌŚĂƐŶŽƚĞŵƉůŽǇĞĚŽƌƌĞƚĂŝŶĞ ĚĂŶǇĐŽŵƉĂŶǇŽƌƉĞƌƐŽŶ͕ŽƚŚĞƌƚŚĂŶĂ ďŽŶĂĨŝĚĞĞŵƉůŽǇĞĞǁŽƌŬŝŶŐĨŽƌŽŶƚƌĂĐƚŽƌ͕ƚŽƐŽůŝĐŝƚŽƌƐĞĐƵƌĞ ƚŚŝƐŐƌĞĞŵĞŶƚ͕ĂŶĚƚŚĂƚŽŶƚƌĂĐƚŽƌŚĂƐ ŶŽƚƉĂŝĚŽƌĂŐƌĞĞĚƚŽƉĂǇĂŶǇĐŽŵƉĂŶǇŽƌƉĞƌƐŽŶ͕ŽƚŚĞƌƚŚĂŶĂďŽŶĂĨŝĚĞĞŵƉůŽǇĞĞ͕ĂŶǇĨĞĞ͕ĐŽŵŵŝƐƐŝŽŶ͕

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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 ŐƌĞĞŵĞŶƚ ĐůĂŝŵ ƐƵďŵŝƚƚĞĚ ƚŽ ŝƚǇ ŵƵƐƚ ďĞ 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 ƐƵďũĞĐƚƚŽ 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

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

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

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

Ϯϵ͘
Ed/Z
'Z

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

ϯϬ͘ Wh>/'
Ez>h^

ŽŶƚƌĂĐƚŽƌĂŐƌĞĞƐƚŚĂƚĂŶǇƉƵďůŝĐĂŐĞŶĐǇĂƐĚĞĨŝŶĞĚďǇĂů͘'Žǀ ͘ŽĚĞƐĞĐƚŝŽŶϲϱϬϬ͕ŝĨĂƵƚŚŽƌŝǌĞĚďǇŝƚƐ ŐŽǀĞƌŶŝŶŐ ďŽĚǇ͕ ƐŚĂůů ŚĂǀĞ ƚŚĞ ŽƉƚŝŽŶ ƚŽ ƉĂƌƚŝĐŝƉĂƚĞ ŝŶ ƚŚŝƐ ĐŽŶƚƌĂĐƚ Ăƚ ƚŚĞ ƐĂŵĞ ƉƌŝĐĞƐ͕ ƚĞƌŵƐ͕ ĂŶĚ ĐŽŶĚŝƚŝŽŶƐ͘/ĨĂŶŽƚŚĞƌƉƵďůŝĐĂŐĞŶĐǇĐŚŽŽƐĞƐƚŽƉĂƌƚŝĐŝƉĂƚĞ͕ƚŚĞƚĞƌŵƐŚĂůůďĞĨŽƌƚŚĞƚĞƌŵŽĨƚŚŝƐĐŽŶƚƌĂĐƚ͕

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

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

ϯϭ͘ hd,KZ/dz
dŚĞŝŶĚŝǀŝĚƵĂůƐĞǆĞĐƵƚŝŶŐƚŚŝƐŐƌĞĞŵĞŶƚĂŶĚƚŚĞŝŶƐƚƌƵŵĞŶƚƐƌĞ ĨĞƌĞŶĐĞĚŝŶŝƚŽŶďĞŚĂůĨŽĨŽŶƚƌĂĐƚŽƌ ĞĂĐŚƌĞƉƌĞƐĞŶƚĂŶĚǁĂƌƌĂŶƚƚŚĂƚƚŚĞǇŚĂǀĞƚŚĞůĞŐĂůƉŽǁĞƌ͕ƌŝŐŚƚĂŶĚĂĐƚƵĂůĂƵƚŚŽƌŝƚǇƚŽďŝŶĚŽŶƚƌĂĐƚŽƌ ƚŽƚŚĞƚĞƌŵƐĂŶĚĐŽŶĚŝƚŝŽŶƐŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͘

ǆĞĐƵƚĞĚďǇŽŶƚƌĂĐƚŽƌƚŚŝƐͺͺͺͺͺͺͺͺͺͺͺĚĂǇŽĨͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ͕ϮϬϮϰ͘

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Nov. 12, 2024 Item #2 Page 34 of 680

dd,D
Ed
W^ϮϱͲϯϱϮϰ
WĂŐĞϭϭ ŝƚǇƚƚŽƌŶĞǇƉƉƌŽǀĞĚsĞƌƐŝŽŶϱͬϮϮͬϮϬϮϰ

y,//d

^KW
K&^
Zs/
^E&

^

WĞƌĨŽƌŵĂǀĂƌŝĞƚǇŽĨĂƌĐŚŝƚĞĐƚƵƌĞĂŶĚďƌŝĚŐŝŶŐƚĂƐŬƐĂƐŽƵƚůŝŶĞ ĚŝŶŝŶĚŝǀŝĚƵĂůWƌŽũĞĐƚdĂƐŬĞƐĐƌŝƉƚŝŽŶΘ &ĞĞůůŽƚŵĞŶƚƐ;WdΘ&ͿƌĞůĂƚĞĚƚŽƚŚĞĨŽůůŽǁŝŶŐ͗

͘ƌŝĚŐŝŶŐŽĐƵŵĞŶƚĞǀĞůŽƉŵĞŶƚ͘
͘ŽŵƉůĞƚĞĞƐŝŐŶ^ĞƌǀŝĐĞƐ͘
͘ŽŶĐĞƉƚƵĂůĞƐŝŐŶ͘
͘ĞƐŝŐŶĚŵŝŶŝƐƚƌĂƚŝŽŶ^ĞƌǀŝĐĞƐ;Z&/͕^/͕ZĞǀŝĞǁͿ͘

͘^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
yg

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 other specific items, if included in our work.

Design work on smaller projects, and additional 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 request. Printing billed through our account, special materials for the preparation 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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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 Engineer/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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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 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

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 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

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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 Contra ctor 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.

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

10. SUBCONTRACTING
Contractor will not subcontract any portion of the Se rvices 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

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PSA25-3523CA

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

12. INDEMNIFICATION
Contractor agrees to defend (with counsel approved by the City), indemnify, and hold harmless the City and its officers, elected and appointed officials, em ployees and volunteers from and against all claims, damages, losses and expenses incl uding 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.

13. I NSURANCE
Contractor will obtain and maintain for the durati on 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 Contra ctor 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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PSA25-3523CA

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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 lim it 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 Li ability. 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 omission s 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 th at 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 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 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 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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PSA25-3523CA

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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 subcontr actors 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

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 obse rve 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 limi ted 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 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 meth od of resolution within ten (10) business days. If the resolution thus obtained is uns atisfactory to the aggrieved party, a letter outlining the disputes will be forwarded to the City Manager. The City Manager will consider the facts and solutions recommended by each party and may then opt to direct a solution to the problem. In such cases, the action of the City Manager will be binding upon the parties involved, al though 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 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. Ci ty 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 Agreem ent 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.

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,

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percentage, brokerage fee, gift, or any other consideration contingent upon, or resulting from, the award or making of this Agreement. For breach or violation of this warranty, City will have the right to annul this Agreement without liability, or, in its discretion, to deduct from the Agreement price or consideration, or otherwise recover, the full amount of the fee, commission, percentage, brokerage fees, gift, or contingent fee.

25. 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 ma y 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 li tigation 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) year s. 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 conditions. If another public agency chooses to participate, the term shall be for the term of this contract,

Nov. 12, 2024 Item #2 Page 57 of 680

ATTACHMENT C
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 financ ial responsibility, in connection with participation by another public agency.

31. AUTHORITY
The individuals executing this Agreement and the inst ruments 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.

Nov. 12, 2024 Item #2 Page 58 of 680

ATTACHMENT C
PSA25-3523CA

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.

Nov. 12, 2024 Item #2 Page 60 of 680
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):
x Black & White copies: $0.10/sheet
x Color copies: $0.15/sheet
x Plotter: ½ size = $1.00/sheet
24 x 36 = $1.50/sheet
30 x 42 = $2.00/sheet

Nov. 12, 2024 Item #2 Page 61 of 680

ATTACHMENT D
PSA25-3529CA

Page 2 ends

Description for the project (see paragraph 5 below). Extensions of time for a specific Task Description may be granted if requested by Contractor and agreed to in writing by the City Manager or the Division Director as authorized by the City Manager (“Director”). The City Manager or Director will give allowance for documented and substantiated unforeseeable and 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. 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 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 complete 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

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. CO NSTRUCTION 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

Nov. 12, 2024 Item #2 Page 63 of 680

ATTACHMENT D
PSA25-3529CA

Page 3 ends

dynamic by improving information flow, reducing non-productive activities, reducing rework and 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 Contra ctor 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 o r 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. 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 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.

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 Se rvices 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.

Nov. 12, 2024 Item #2 Page 64 of 680

ATTACHMENT D
PSA25-3529CA

Page 4 ends

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

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

12. IN DEMNIFICATION
Contractor agrees to defend (with counsel approved by the City), indemnify, and hold harmless the City and its officers, elected and appointed officials, em ployees and volunteers from and against all claims, damages, losses and expenses incl uding 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.

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 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 Contra ctor 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.

Nov. 12, 2024 Item #2 Page 65 of 680

ATTACHMENT D
PSA25-3529CA

Page 5 ends

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 lim it 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 omission s 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 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 Failure to Maintain Coverage. If Contractor fa ils 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 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.

Nov. 12, 2024 Item #2 Page 66 of 680

ATTACHMENT D
PSA25-3529CA

Page 6 ends

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

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

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Nov. 12, 2024 Item #2 Page 67 of 680

ATTACHMENT D
PSA25-3529CA

Page 7 ends

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 limi ted to, verifying the eligibility for employment of all agents, employees, subcontractors and consultants whose services are required by this Agreement.

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 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, alth ough nothing in this procedure will prohibit the parties from seeking remedies available to them at law.

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 deliv er 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 68 of 680

ATTACHMENT D
PSA25-3529CA

Page 8 ends

25. CLAIMS AND LAWSUITS
By signing this Agreement, Contractor agrees that any Agreement claim submitted to City must be asserted as part of the Agreement process as set forth in this Agreement and not in anticipation of litigation or in conjunction with litigation. Contractor acknowledges that if a false claim is submitted to City, it may be considered fraud and Contractor ma y 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 li tigation 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) ye ars. Contractor acknowledges debarment by another jurisdiction is grounds for City to terminate this Agreement.

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.

Nov. 12, 2024 Item #2 Page 69 of 680

ATTACHMENT D
PSA25-3529CA

Page 9 ends

Executed by Contractor this___________ day of _______________________, 2024.

Nov. 12, 2024 Item #2 Page 70 of 680

ATTACHMENT D
PSA25-3529CA

Page 11 ends

EXHIBIT A

SCOPE OF SERVICES AND FEES

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

A. Roadway Design.

B. Parkway Design.

C. Site Design.

D. Roundabout Design.

E. Visual Simulations.

F. Intelligent Transportation Systems.

G. ADA Design / Inspection.

H. Stormwater Engineering (Civil Design).

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

Nov. 12, 2024 Item #2 Page 72 of 680

HOURLY RATE

1. $295.00

2. $405.00

3. $325.00

4. $295.00

5. $255.00

6. $205.00

7. $185.00

8. $160.00

9. $135.00

10. $245.00

11. $160.00

12. $125.00

13. $285.00

14. $215.00

15. $195.00

16. $145.00

17. $115.00

18. $95.00

19. $235.00

20. $195.00

21. $125.00

22. $125.00

23. $95.00

1. 2.

3. 4.

5. ATTACHMENT B –MASTER SERVICES AGREEMENT RATE SCHEDULE (EXAMPLE) Prices valid through Term of Agreement

NAME TITLE
Mary Elizabeth Westrum, PE Contract/Project Manager
Staff Principal in Charge
Staff QA/QC Manager

SUB-CONSULTANTS
Staff Right of Way Manager
Staff Senior Right of Way Agent
Staff Right of Way Agent
Aguirre & Associates
CAD/Engineering Technician 2
NOVA Services
FIRM
Staff Senior Environmental Planner
Staff Associate Environmental Planner
Staff Environmental Planner
Staff Environmental Technician
Staff
Staff Right of Way Assistant
Reddy Services
River Focus
VRPA Technologies
Staff Environmental Manager
See attached rate schedule.

See attached rate schedule.

Assistant Engineer 1
Staff
Staff Senior Engineer 2
Staff CAD/Engineering Technician 1
Staff Senior CAD Manager
Right of Way Appraiser

DOKKEN ENGINEERING
Staff Principal Planner
Staff Senior Engineer 1
Staff Associate Engineer 2
Staff Associate Engineer 1
Staff Assistant Engineer 2
Staff

Nov. 12, 2024 Item #2 Page 73 of 680
% MARKUP

1. 0%

2. 0%

3. 0%

4. 0%

5. 0%

6. 0%

7. 0%

8. 0%

9. 0%

10. 0%

11. 0%

DESCRIPTION COST
Outside Reproduction Actual Cost
Title Reports Actual Cost
Appraisals Actual Cost
Actual Cost
Room and Equipment Rentals Actual Cost
Traffic Control Actual Cost
Appraisal Reviews Actual Cost
Public Notice Advertisements Actual Cost
Utility Potholing Actual Cost
Postage for Public Notice Advertisements Actual Cost
Record Search Fees / EDR Reports

EXPENSES
Permit Fees Actual Cost

Nov. 12, 2024 Item #2 Page 74 of 680

AGUIRRE & ASSOCIATES

8363 CENTER DRIVE, SUITE 5A• LA MESA, CA 91942 • PH: (619)464-6978 • FAX: (619)464-7203 SURVEYING • MAPPING • RIGHT-OF-WAY ENGINEERING

SCHEDULE OF HOURLY BILLING RATES
Effective January 1, 2024

LAND SURVEYING SERVICES - OFFICE
Mickey Aguirre, Principal Land Surveyor PLS $200.00 Mike Havener, Land Surveyor LS 180.00
Kenneth Anderson, CAD Technician CAD 120.00

LAND SURVEYING SERVICES - FIELD

Marc Syverson, 1-Person Survey Crew (PW) 1PSC-PW 250.00 Marc Syverson, 1-Person Survey Crew (GPS) (PW) 1PSC-GPS-PW 250.00 Ivan Nunez, GPS Crew Assistant (PW) GPS-A-PW 245.00
Marc Syverson, Survey Crew Party Chief (PW) PC-PW 250.00 Ivan Nunez, Survey Crew Chainman (PW) CH-PW 245.00
PW = Prevailing Wage Position

DIRECT COSTS
Prints and Copies Cost
Delivery Charges Cost
Photogrammetry Cost

Nov. 12, 2024 Item #2 Page 75 of 680

City of Carlsbad Rates for
Professional and Technical Services

4373 Viewridge Avenue, Suite B
San Diego, CA 92123
P: 858.292.7575
usa-nova.com
16610 Aston Street
Irvine, CA 92606
P: 949.388.7710

NAME TITLE HOURLY RATE
Professional Staff
Principal Geotechnical Engineer $ 275.00
Tom Canady, PE Principal Engineer/Geologist $ 250.00
Andrew Neuhaus, PG/CEG Senior Engineer/Geologist $ 225.00 Project Manager $ 225.00
Project Engineer/Geologist $ 200.00
Staff Engineer/Geologist $ 180.00
Soils Technician $ 140.00
Laboratory Technician (sample pick-ups; services
outside normal business hours)
$ 95.00
Technical Drafter (CAD) $ 110.00
Administrative Support $ 75.00

LABORATORY TESTING
Description ASTM RATE/EA
Soil and Aggregate
Compaction Curve, Modified, D1557 $ 275.00
Compaction Curve, Standard, D698 $ 275.00
Compaction Check Point $ 90.00
Oversize Rock Correction D4718 $ 90.00
Sieve Analysis, with Wash C136, D6913, CT 202 $ 155.00
Sieve Analysis, fine with Hydrometer D6913, D7928, D422 $ 240.00 Percent Finer than #200 C117 $ 85.00
Specific Gravity and Absorption, Coarse C127, CT 206 $ 180.00 Specific Gravity and Absorption, Fine C128, CT 207 $ 135.00 Unit Weight and Voids in Aggregate C29, CT 212 $ 90.00
Moisture Content D2216, CT 226 $ 45.00
Moisture Content and Dry Density D2937 $ 45.00
Atterberg Limits: PL, LL, PI D4318, CT 204 $ 225.00
Sand Equivalent D2419, CT 217 $ 100.00
Durability Index D3744 $ 265.00
Cleanness Value CT 227 $ Quote
Los Angeles Abrasion (LA Rattler) C131, C535 $ Quote
Expansion Index D4829 $ 235.00
R-Value D2844 $ 376.00
Consolidation D2435 $ 250.00
Direct Shear D3080 $ 335.00
Direct Shear Remold $ 635.00
Sulfate and Chloride Content $ 130.00
pH and Resistivity CT 643 $ 165.00
Unconfined Compression D2166 $ 180.00
California Bearing Ratio D1883 $ 650.00

Nov. 12, 2024 Item #2 Page 76 of 680

City of Carlsbad Rates for
Professional and Technical Services

Asphalt Concrete
Hveem Stability and Unit Weight D1560 $ 370.00
Wet Track Abrasion D3910 $ 230.00
Maximum Theoretical Specific Gravity (Rice) D2041 $ 150.00 Percent Asphalt with Gradation (ignition oven) C6307 $ 250.00 Unit Weight Only (compacted sample or core) D2726, D1188 $ 55.00 Unit Weight Requiring Compaction D2726 $ 250.00
Asphalt Mix Design Review (per hour) $ 250.00

EXPENSES AND OUTSIDE SERVICES
Outside services and reimbursable expenses not included in this fee schedule (samples sent to outside laboratory for testing, samples sent to outside fabricator or machine shop, equipment, subcontractors, vendor credentialing and billing programs, etc.) are charged at cost plus 10%.

ADDITIONAL TERMS AND CONDITIONS
x Overtime occurs in the following instances:
- work more than 8 hours per day is charged at time-and-a-half. - work more than 40 hours per week is charged at time-and-a-half. - work performed outside the hours between 6:30 a.m. and 4:00 p.m., Monday through Friday is charged at time-and-a- half; work up to 12 hours per day on Saturday is charged at time-and-a-half. - work more than 12 hours in one day, or over 8 hours on the 7th consecutive day or worked Sundays/holidays is charged at double time.
x Hourly rates are charged on a portal-to-portal basis. x A 4-hour minimum is charged for field services. Work performed more than 4 hours will be charged at 8 hours. Work performed over 8 hours is charged in half-hour increments. x 24-hour notice is required for testing and inspection servic es. There will be a 4-hour minimum charge (show-up time) for cancellations without notification.
x Same Day Callouts will be subject to a 1-hour project management fee. x When personnel are required by job conditions to work more than 5 consecutive hours without the ability to take a one- half hour uninterrupted lunch period, an additional hour will be billed at regular time in addition to actual hours worked.

Laboratory testing that is required to be performed outside regular hours will be billed for Lab Technician time in addition to the lab test rate. Weekend sample pickups, if required, will incur additional charges. x Please note that our services are billed on a time and materials basis. Our fees are determined by the construction schedule as well as the type and frequency of services requested and specified by local jurisdictions and their representatives.

Nov. 12, 2024 Item #2 Page 77 of 680

3160 CAMINO DEL RIO SOUTH, SUITE 103 | SAN DIEGO, CA 92108 | REDDYENGINEERING.COM | DBE MBE ELBE SB-MICRO-PW

RATE SCHEDULE

Personnel Name Job Classification Hourly Rate
David Preciado Senior Landscape Architect $190
Jaime Sandoval Landscape Architect II / Project Manager $150 Colby Alston Landscape Architect I $140
Landscape Designer $120

Nov. 12, 2024 Item #2 Page 78 of 680

SUB-CONSULTANTS

NAME/FIRM TITLE HOURLY RATE

1. A. Jake Gusman/River Focus Principal $220

2. Darren Bertrand/River Focus Project Manager $213

3. Jon Viducich/ River Focus Senior Water Resources
Engineer $176

4. Vicki Tripolitis/River Focus Senior Water Resources
Engineer $176

5. Haley Erickson/River Focus Water Resources Engineer $151

6. Evia Gusman/River Focus Wa ter Resources Engineer $151

7. Jess Straub/River Focu s Hydraulic Modeler $134

8. Tyler Hileman/River Focu s Hydraulic Modeler $134

9. Peter Kickham/River Focu s Hydraulic Engineer $114
10 Sebastian Ferraro/River Fo cus Hydraulic Engineer $114

11. Brady Halvorson/River Focus Hydraulic Engineer $114

12. Grant Doty/River Focus Hydraulic Engineer $114

13. Jacey Cloninger/River Focus Administrative Assistant $84

EXPENSES
DESCRIPTION COST % MARKUP

1. Mileage Latest IRS Schedule none

2. 3.

Nov. 12, 2024 Item #2 Page 79 of 680
ATTACHMENT B –MASTER SERVICES AGREEMENT RATE SCHEDULE (EXAMPLE) Prices valid through Term of Agreement
STAFF

NAME TITLE HOURLY RATE

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2. :ĞĨĨ^ƚŝŶĞ PůĂŶŶĞƌ $ ϭϰϳ͘Ϯϱ

3. 4.

5. 9.

10. SUB-CONSULTANTS

NAME/FIRM TITLE HOURLY RATE

1. 2.

3. 9.

10. EXPENSES
DESCRIPTION COST % MARKUP

1. Mileage $ ͘ϲϳ / mile Ϭ%

2. 3.

4. RFQ24-3430CA

REQUEST FOR QUALIFICATIONS-

MASTER SERVICES AGREMENT FOR CONSULTANTS
22 DUE DATE 6/12/2024
2:00 PM PST

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

5. COMPENSATION
The cumulative total for all projects allowed pursuant to this Agreement will not exceed 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 comp lete 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 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

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 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, 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 System. This project may utilize the Owner’s Procore (www.procore.com) online project management and document control platform. The intent of utilizing Procore is to reduce cost and schedule risk, impr ove quality and safety, and maintain a healthy team

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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.

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.

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

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

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

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

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

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

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

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

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

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

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

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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 Ag reement 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 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

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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 subj ect 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.

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 Contract or by certified mail of the termination. If City decides to abandon or indefinitely postpone the work or services contemplated by this Agreement, City may terminate this Agreement upon written notice to Contractor. Upon notification of termination, Contractor has five (5) business days to deliver any documents owned by City and all work in progress to City at the address contained in this Agreement. City will make a determination of fact based upon the work product delivered to City and of the percentage of work that Contractor has performed which is usable and of worth to City in having the Agreement completed. Based upon that finding City will determine the final payment of the Agreement.

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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. Contractor acknowledges that the filing of a false claim may subject Contractor to an administrative debarment proceeding as the result of which Contractor may be prevented to act as a Contractor on any public work or improvement for a period of up to five (5) years. Contractor acknowledges debarment by another jurisdiction is grounds for City to terminate this Agreement.

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

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

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

29. ENTIRE AGREEMENT
This Agreement, together with any other written document referred to or contemplated by it, along with the purchase order for this Agreement and its provisions, embody the entire Agreement and understanding between the parties relating to the subject matter of it. In case of conflict, the terms of the Agreement supersede the purchase order. Neither th is 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 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,

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and shall be contingent upon Contractor's acceptance . Participating public agencies shall be solely responsible for the placing of orders, arranging for delivery and/or services, and making payments to the Contractor. The City of Carlsbad and Carlsbad Municipal Water District shall not be liable, or responsible, for any obligations, including but not limited to financial responsibility, in connection with participation by another public agency.

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

Executed by Contractor this___________ day of _______________________, 2024.

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EXHIBIT A

SCOPE OF SERVICES AND FEES

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

A. Roadway Design.

B. Parkway Design.

C. Site Design.

D. Roundabout Design.

E. Visual Simulations.

F. Intelligent Transportation Systems.

G. ADA Design / Inspection.

H. Stormwater Engineering (Civil Design).

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

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DISCIPLINE CATEGORY 2. CIVIL ENGINEERING
City of Carlsbad GMOC80034.2024 ii
Kimley-Horn and Associates, Inc.
____________________________________
Hourly Labor Rate Schedule
Classification Rate
Analyst I $120 - $175
Analyst II $160 - $215
Professional $185 - $250
Senior Professional I $240 - $340
Senior Professional II $335 - $440
Senior Technical Support $180 - $320
Technical Support $100 - $190
Support Staff $80 - $155
BR00PUDIS.A.CCT
Effective through December 31, 2027. Subject to annual adjustment thereafter.

Internal Reimbursable Expenses will be billed at 5% of Labor Billings.

External Reimbursable Expenses will be billed at 10% mark-up, or per the Contract.

Allowed mileage will be billed at the Federal Rate.

Sub-Consultants will be billed at 10% mark-up, or per the Contract.

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5. COMPENSATION
The cumulative total for all projects allowed pursua nt 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 Exhibi t “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

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.

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Unless the Engineer approves otherwise, the Contra ctor 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.

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

12. INDEMNIFICATION
Contractor agrees to defend (with counsel approved by the City), indemnify, and hold harmless the City and its officers, elected and appointed officials, em ployees and volunteers from and against all claims, damages, losses and expenses in cluding 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 employ ed 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.

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

13.1 Coverages and Limits. Contractor will maintain the types of coverages and minimum limits indicated below, unless Risk Manager or City Manager approves a lower amount. These minimum amounts of coverage will not constitute any limitations or cap on Contractor's indemnification obligations under this Agreement. City, its officers, agents and 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 Contra ctor 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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