Lake Elsinore City Council
August 26, 2025

REPORT TO CITY COUNCIL
To:Honorable Mayor and Members of the City Council
From:Jason Simpson, City Manager
Prepared by:Damaris Abraham, Community Development Director Date:August 26, 2025
Subject: Professional Services Agreement with Michael Baker International Inc. for On-call Contract Planning Services
Recommendation
Approve and authorize the City Manager to execute an Agreement for Professional Services with Michael Baker International, Inc. to provide on-call contract planning services in the amount not to exceed $180,000 per year for three years, with two twelve-month extension options, in such final form as approved by the City Attorney.

Background
The Planning Division of the Community Development Department operates to assist citizens, businesses, and City departments to ensure that land use complies with the General Plan and Zoning regulations and meets the needs of the City and its citizens. Currently, the Planning Division has vacant positions. Michael Baker International Inc. (Michael Baker) will provide on- call planning services to allow the department to continue to provide the needed customer service to the public while the full-time positions are being filled.

Discussion
Michael Baker will provide on-call planning services at a Senior/Project Manager level to assist the Advanced Planning Section that includes updating the commercial, industrial, and residential design guidelines, as well as assisting the Current Planning Section in the technical review and evaluation of a wide variety of discretionary land development applications.

The planning functions that will be performed by the contract planner(s) will include the following:

•Review, analyze and process discretionary cases consistent with City codes, policies, and standards.
•Provide direction to the City’s consultant regarding the General Plan Update.

Michael Baker Agreement

•Provide direction to junior staff regarding industry best practices. •Prepare environmental analysis, including, but not limited to, Initial Studies and Negative Declarations, as required by the California Environmental Quality Act (CEQA). •Prepare and file Notice of Determination (NOD) Notice of Exemption (NOE). •Coordinate the preparation and filing of all required notices. •Provide Plan check services
•Route plans to City departments; consolidate comments; and present recommendations and revisions to the applicant.
•Review proposed development plans for compliance with City's General Plan, Zoning Ordinance, and any applicable design guidelines.
•Coordinate the City's interdepartmental review of proposed projects which would include interaction with various homeowner associations and other interest groups. •Meet and/or teleconference with staff and/or the applicant as necessary to identify and discuss critical items and develop workable solutions, as necessary. •Prepare staff reports, for consideration and action by the appropriate decision-making bodies.
•Prepare resolutions and/or ordinances related to proposed development projects.

Fiscal Impact
The cost for these services will be paid from salary savings and no General Funds shall be used to pay for said services.

Attachments
Attachment 1 – Agreement
Exhibit A – Proposal

AGREEMENT FOR PROFESSIONAL SERVICES

MICHAEL BAKER INTERNATIONAL

ON-CALL CONTRACT PLANNING SERVICES
This Agreement for Professional Services (the “Agreement”) is made and entered into as of August 26, 2025, by and between the City of Lake Elsinore, a municipal corporation (‘‘City"), and Michael Baker International, Inc., a California Corporation ("Consultant").

RECITALS
A. The City has determined that it requires the following professional services:

On Call Planning Services.

B. Consultant has submitted to City a proposal, dated August 4, 2025, attached hereto as Exhibit A (“Consultant’s Proposal”) and incorporated herein, to provide professional services to City pursuant to the terms of this Agreement.

C. Consultant possesses the skill, experience, ability, background, certification and knowledge to perform the services described in this Agreement on the terms and conditions described herein.

D. City desires to retain Consultant to perform the services as provided herein and Consultant desires to provide such professional services as set forth in this Agreement.

AGREEMENT

1. Scope of Services. Consultant shall perform the services described in Consultant’s Proposal (Exhibit A). Consultant shall provide such services at the time, place, and in the manner specified in Consultant’s Proposal, subject to the direction of the City through its staff that it may provide from time to time.

2. Time of Performance.
a. Time of Essence. Time is of the essence in the performance of this Agreement. The time for completion of the professional services to be performed by Consultant is an essential condition of this Agreement. Consultant shall prosecute regularly and diligently the professional services contemplated pursuant to this Agreement according to the agreed upon performance schedule in Consultant’s Proposal (Exhibit A). b. Performance Schedule. Consultant shall commence the services pursuant to this Agreement upon receipt of a written notice to proceed and shall perform all services within the time period(s) established in the Consultant’s Proposal (Exhibit A). When requested by Consultant, extensions to the time period(s) specified may be approved in writing by the City Manager.

c. Term. The term of this Agreement shall commence upon execution of this Agreement and, unless earlier terminated as provided elsewhere in this agreement, shall continue in full force until August 30, 2028. The City may, at its discretion, extend the term of this Agreement on a 12-month basis, not to exceed two (2) additional twelve-month renewal terms by giving written notice thereof to Consultant not less than thirty (30) days before the end of the contract term, such notice to be exercised by the City Manager.

3. Compensation. Compensation to be paid to Consultant shall be in accordance with the fees set forth in Consultants’ Proposal (Exhibit A), which is attached hereto and incorporated herein by reference. In no event shall Consultant’s compensation exceed one hundred eighty thousand dollars ($180,000.00), per year without additional written authorization from the City.

Notwithstanding any provision of Consultant’s Proposal to the contrary, out of pocket expenses set forth in Exhibit A shall be reimbursed at cost without an inflator or administrative charge.

Payment by City under this Agreement shall not be deemed a waiver of defects, even if such defects were known to the City at the time of payment.

4. Method of Payment. Consultant shall promptly submit billings to the City describing the services and related work performed during the preceding month to the extent that such services and related work were performed. Consultant’s bills shall be segregated by project task, if applicable, such that the City receives a separate accounting for work done on each individual task for which Consultant provides services. Consultant’s bills shall include a brief description of the services performed, the date the services were performed, the number of hours spent and by whom, and a description of any reimbursable expenditures. City shall pay Consultant no later than forty-five (45) days after receipt of the monthly invoice by City staff.

5. Background Checks. At any time during the term of this Agreement, the City reserves the right to make an independent investigation into the background of Consultant’s personnel who perform work required by this Agreement, including but not limited to their references, character, address history, past employment, education, social security number validation, and criminal or police records, for the purpose of confirming that such personnel are lawfully employed, qualified to provide the subject service or pose a risk to the safety of persons or property in and around the vicinity of where the services will be rendered or City Hall. If the City makes a reasonable determination that any of Consultant’s prospective or then current personnel is deemed objectionable, then the City may notify Consultant of the same. Consultant shall not use that personnel to perform work required by this Agreement, and if necessary, shall replace him or her with a suitable worker.

6. Suspension or Termination.
a. The City may at any time, for any reason, with or without cause, suspend or terminate this Agreement, or any portion hereof, by serving upon the Consultant at least ten (10) days prior written notice. Upon receipt of such notice, the Consultant shall immediately cease all work under this Agreement, unless the notice provides otherwise. If the City suspends or terminates a portion of this Agreement such suspension or termination shall not make void or invalidate the remainder of this Agreement.
b. In the event this Agreement is terminated pursuant to this Section, the City shall pay to Consultant the actual value of the work performed up to the time of termination, provided that the work performed is of value to the City. Upon termination of the Agreement pursuant to this Section, the Consultant will submit an invoice to the City, pursuant to Section entitled “Method of Payment” herein.

7. Plans, Studies, Documents.
a. Ownership of Documents. All plans, studies, documents and other writings prepared by and for Consultant, its officers, employees and agents and subcontractors in the course of implementing this Agreement, except working notepad internal documents, shall become the property of the City upon payment to Consultant for such work, and the City shall have the sole right to use such materials in its discretion without further compensation to Consultant or to any other party. Consultant shall, at Consultant’s expense, provide such reports, plans, studies, documents and other writings to City upon written request. City shall have sole determination of the public’s rights to documents under the Public Records Act, and any third- party requests of Consultant shall be immediately referred to City, without any other actions by Consultant.
b. Licensing of Intellectual Property. This Agreement creates a nonexclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant shall require that all subcontractors agree in writing that City is granted a nonexclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were prepared by design professionals other than Consultant or provided to Consultant by the City. City shall not be limited in any way in its use of the Documents & Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City’s sole risk. c. Confidentiality. All ideas, memoranda, specifications, plans, procedures, drawings, descriptions, computer program data, input record data, written information, and other Documents & Data either created by or provided to Consultant in connection with the performance of this Agreement shall be held confidential by Consultant. Such materials shall not, without the prior written consent of City, be used by Consultant for any purposes other than the performance of the services under this Agreement. Nor shall such materials be disclosed to any person or entity not connected with the performance of the services under this Agreement. Nothing furnished to Consultant which is otherwise known to Consultant or is generally known, or has become known, to the related industry shall be deemed confidential. Consultant shall not use City’s name or insignia, photographs relating to project for which Consultant’s services are rendered, or any publicity pertaining to the Consultant’s services under this Agreement in any magazine, trade paper, newspaper, television or radio production or other similar medium without the prior written consent of City.

8. Consultant’s Books and Records.
a. Consultant shall maintain any and all ledgers, books of account, invoices, vouchers, canceled checks, and other records or documents evidencing or relating to charges for services, or expenditures and disbursements charged to City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant to this Agreement.

b. Consultant shall maintain all documents and records which demonstrate performance under this Agreement for a minimum period of three (3) years, or for any longer period required by law, from the date of termination or completion of this Agreement. c. Any records or documents required to be maintained pursuant to this Agreement shall be made available for inspection or audit, at any time during regular business hours, upon written request by the City Manager, City Attorney, City Auditor or a designated representative of these officers. Copies of such documents shall be provided to the City for inspection at City Hall when it is practical to do so. Otherwise, unless an alternative is mutually agreed upon, the records shall be available at Consultant’s address indicated for receipt of notices in this Agreement.
d.Where City has reason to believe that such records or documents may be lost or discarded due to dissolution, disbandment or termination of Consultant’s business, City may, by written request by any of the above-named officers, require that custody of the records be given to the City and that the records and documents be maintained in City Hall. Access to such records and documents shall be granted to any party authorized by Consultant, Consultant’s representatives, or Consultant’s successor-in-interest.

9. Independent Contractor.
a. Consultant is and shall at all times remain as to the City a wholly independent contractor pursuant to California Labor Code Section 3353. The personnel performing the services under this Agreement on behalf of Consultant shall at all times be under Consultant’s exclusive direction and control. Neither City nor any of its officers, employees, or agents shall have control over the conduct of Consultant or any of Consultant’s officers, employees, or agents, except as set forth in this Agreement. Consultant shall not at any time or in any manner represent that it or any of its officers, employees, or agents are in any manner officers, employees, or agents of the City. Consultant shall not incur or have the power to incur any debt, obligation, or liability whatsoever against City, or bind City in any manner. b. Notwithstanding any other federal, state and local laws, codes, ordinances and regulations to the contrary and except for the fees paid to Consultant as provided in the Agreement, Consultant and any of its employees, agents, and subcontractors providing service under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any claims to, any compensation, benefit, or any incident of employment by City, including but not limited to eligibility to enroll in PERS as an employee of City and entitlement to any contribution to be paid by City for employer contribution and/or employee contributions for PERS benefits.

10. PERS Eligibility Indemnification. In the event that Consultant or any employee, agent, or subcontractor of Consultant providing services under this Agreement claims or is determined by a court of competent jurisdiction or the California Public Employees Retirement System (PERS) to be eligible for enrollment in PERS as an employee of the City, Consultant shall indemnify, defend, and hold harmless City for the payment of any employee and/or employer contributions for PERS benefits on behalf of Consultant or its employees, agents, or subcontractors, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of City.

11. Interests of Consultant. Consultant (including principals, associates and professional employees) covenants and represents that it does not now have any investment or interest in real property and shall not acquire any interest, direct or indirect, in the area covered

by this Agreement or any other source of income, interest in real property or investment which would be affected in any manner or degree by the performance of Consultant’s services hereunder. Consultant further covenants and represents that in the performance of its duties hereunder no person having any such interest shall perform any services under this Agreement.

Consultant is not a designated employee within the meaning of the Political Reform Act because Consultant:
a. will conduct research and arrive at conclusions with respect to his/her rendition of information, advice, recommendation or counsel independent of the control and direction of the City or of any City official, other than normal agreement monitoring; and b. possesses no authority with respect to any City decision beyond rendition of information, advice, recommendation or counsel. (FPPC Reg. 18700(a)(2).)

12. Professional Ability of Consultant. City has relied upon the professional training and ability of Consultant to perform the services hereunder as a material inducement to enter into this Agreement. Consultant shall therefore provide properly skilled professional and technical personnel to perform all services under this Agreement. All work performed by Consultant under this Agreement shall be in accordance with applicable legal requirements and shall meet the standard of quality ordinarily to be expected of competent professionals in Consultant’s field of expertise.

13. Compliance with Laws.
a. Consultant shall comply with all local, state and federal laws and regulations applicable to the services required hereunder, including any rule, regulation or bylaw governing the conduct or performance of Consultant and/or its employees, officers, or board members.
b. Consultant represents that it has obtained and will maintain at all times during the term of this Agreement all professional and/or business licenses, certifications and/or permits necessary for performing the services described in this Agreement, including a City business license.

14. Licenses. Consultant represents and warrants to City that it has the licenses, permits, qualifications, insurance and approvals of whatsoever nature which are legally required of Consultant to practice its profession. Consultant represents and warrants to City that Consultant shall, at its sole cost and expense, keep in effect or obtain at all times during the term of this Agreement, any licenses, permits, insurance and approvals which are legally required of Consultant to practice its profession. Consultant shall maintain a City of Lake Elsinore business license.

15. Indemnity. Consultant shall indemnify, defend, and hold harmless the City and its officials, officers, employees, agents, and volunteers from and against any and all losses, liability, claims, suits, actions, damages, and causes of action arising out of any personal injury, bodily injury, loss of life, or damage to property, or any violation of any federal, state, or municipal law or ordinance, to the extent caused, in whole or in part, by the willful misconduct or negligent acts or omissions of Consultant or its employees, subcontractors, or agents, by acts for which they could be held strictly liable, or by the quality or character of their work. The foregoing obligation

of Consultant shall not apply when (1) the injury, loss of life, damage to property, or violation of law arises from the sole negligence or willful misconduct of the City or its officers, employees, agents, or volunteers and (2) the actions of Consultant or its employees, subcontractor, or agents have contributed in no part to the injury, loss of life, damage to property, or violation of law. It is understood that the duty of Consultant to indemnify and hold harmless includes the duty to defend as set forth in Section 2778 of the California Civil Code. Acceptance by City of insurance certificates and endorsements required under this Agreement does not relieve Consultant from liability under this indemnification and hold harmless clause. This indemnification and hold harmless clause shall apply to any damages or claims for damages whether or not such insurance policies shall have been determined to apply. By execution of this Agreement, Consultant acknowledges and agrees to the provisions of this Section and that it is a material element of consideration.

16. Insurance Requirements.
a. Insurance. Consultant, at Consultant’s own cost and expense, shall procure and maintain, for the duration of the contract, unless modified by the City’s Risk Manager, the following insurance policies.
i. Workers’ Compensation Coverage. Consultant shall maintain Workers’ Compensation Insurance and Employer’s Liability Insurance for his/her employees in accordance with the laws of the State of California. In addition, Consultant shall require each subcontractor to similarly maintain Workers’ Compensation Insurance and Employer’s Liability Insurance in accordance with the laws of the State of California for all of the subcontractor’s employees. Any notice of cancellation or non-renewal of all Workers’ Compensation policies must be received by the City at least thirty (30) days prior to such change. The insurer shall agree to waive all rights of subrogation against City, its officers, agents, employees and volunteers for losses arising from work performed by Consultant for City. In the event that Consultant is exempt from Worker’s Compensation Insurance and Employer’s Liability Insurance for his/her employees in accordance with the laws of the State of California, Consultant shall submit to the City a Certificate of Exemption from Workers Compensation Insurance in a form approved by the City Attorney.
ii. General Liability Coverage. Consultant shall maintain commercial general liability insurance in an amount not less than one million dollars ($1,000,000) per occurrence for bodily injury, personal injury and property damage. If a commercial general liability insurance form or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to the work to be performed under this Agreement or the general aggregate limit shall be at least twice the required occurrence limit. Required commercial general liability coverage shall be at least as broad as Insurance Services Office Commercial General Liability occurrence form CG 0001 (ed. 11/88) or Insurance Services Office form number GL 0002 (ed. 1/73) covering comprehensive General Liability and Insurance Services Office form number GL 0404 covering Broad Form Comprehensive General Liability. No endorsement may be attached limiting the coverage.

iii. Automobile Liability Coverage. Consultant shall maintain automobile liability insurance covering bodily injury and property damage for all activities of the Consultant arising out of or in connection with the work to be performed under this Agreement, including coverage for owned, hired and non-owned vehicles, in an amount of not less than one million dollars ($1,000,000) combined single limit for each occurrence.

Automobile liability coverage must be at least as broad as Insurance Services Office Automobile Liability form CA 0001 (ed. 12/90) Code 1 (“any auto”). No endorsement may be attached limiting the coverage.
iv. Professional Liability Coverage. Consultant shall maintain professional errors and omissions liability insurance appropriate for Consultant’s profession for protection against claims alleging negligent acts, errors or omissions which may arise from Consultant’s services under this Agreement, whether such services are provided by the Consultant or by its employees, subcontractors, or sub consultants. The amount of this insurance shall not be less than one million dollars ($1,000,000) on a claims-made annual aggregate basis, or a combined single limit per occurrence basis. b. Endorsements. Each general liability and automobile liability insurance policy shall be with insurers possessing a Best’s rating of no less than A: VII and shall be endorsed with the following specific language:
i. Notwithstanding any inconsistent statement in any required insurance policies or any subsequent endorsements attached thereto, the protection offered by all policies, except for Workers’ Compensation, shall bear an endorsement whereby it is provided that, the City and its officers, employees, servants, volunteers and agents and independent contractors, including without limitation, the City Manager and City Attorney, are named as additional insureds. Additional insureds shall be entitled to the full benefit of all insurance policies in the same manner and to the same extent as any other insureds and there shall be no limitation to the benefits conferred upon them other than policy limits to coverages.
ii. This policy shall be considered primary insurance as respects the City, its elected or appointed officers, officials, employees, agents and volunteers. Any insurance maintained by the City, including any self-insured retention the City may have, shall be considered excess insurance only and shall not contribute with it. iii. This insurance shall act for each insured and additional insured as though a separate policy had been written for each, except with respect to the limits of liability of the insuring company.
iv. The insurer waives all rights of subrogation against the City, its elected or appointed officers, officials, employees or agents. v. Any failure to comply with reporting provisions of the policies shall not affect coverage provided to the City, its elected or appointed officers, officials, employees, agents or volunteers.
vi. The insurance provided by this Policy shall not be suspended, voided, canceled, or reduced in coverage or in limits except after thirty (30) days written notice has been received by the City.

c. Deductibles and Self-Insured Retentions. Any deductibles or self-insured retentions must be declared to and approved by the City. At the City’s option, Consultant shall demonstrate financial capability for payment of such deductibles or self-insured retentions. d. Certificates of Insurance. Consultant shall provide certificates of insurance with original endorsements to City as evidence of the insurance coverage required herein.

Certificates of such insurance shall be filed with the City on or before commencement of performance of this Agreement. Current certification of insurance shall be kept on file with the City at all times during the term of this Agreement

17. Notices. Any notice required to be given under this Agreement shall be in writing and either served personally or sent prepaid, first class mail. Any such notice shall be addressed to the other party at the address set forth below. Notice shall be deemed communicated within 48 hours from the time of mailing if mailed as provided in this section.

If to City: City of Lake Elsinore
Attn: City Manager
130 South Main Street
Lake Elsinore, CA 92530
With a copy to: City of Lake Elsinore
Attn: City Clerk
130 South Main Street
Lake Elsinore, CA 92530

If to Consultant: Michael Baker International Inc.

Attn: Fareeha Kibriya
3760 Kilroy Airport Way, Suite 270
Long Beach, CA 90806

18. Assignment and Subcontracting. The parties recognize that a substantial inducement to City for entering into this Agreement is the professional reputation, experience and competence of Consultant and the subcontractors listed in Exhibit B. Consultant shall be fully responsible to City for all acts or omissions of any subcontractors. Assignments of any or all rights, duties or obligations of the Consultant under this Agreement will be permitted only with the express consent of the City. Consultant shall not subcontract any portion of the work to be performed under this Agreement except as provided in Exhibit B without the written authorization of the City. If City consents to such subcontract, Consultant shall be fully responsible to City for all acts or omissions of those subcontractors. Nothing in this Agreement shall create any contractual relationship between City and any subcontractor nor shall it create any obligation on the part of the City to pay or to see to the payment of any monies due to any such subcontractor other than as otherwise is required by law.

19. Waiver. Waiver of a breach or default under this Agreement shall not constitute a continuing waiver of a subsequent breach of the same or any other provision under this Agreement.

20. Litigation Expenses and Attorneys’ Fees. If either party to this Agreement commences any legal action against the other party arising out of this Agreement, the prevailing party shall be entitled to recover its reasonable litigation expenses, including court costs, expert witness fees, discovery expenses, and attorneys’ fees.

21. Mediation. The parties agree to make a good faith attempt to resolve any disputes arising out of this Agreement through mediation prior to commencing litigation. The parties shall mutually agree upon the mediator and share the costs of mediation equally. If the parties are unable to agree upon a mediator, the dispute shall be submitted to JAMS or its successor in interest. JAMS shall provide the parties with the names of five qualified mediators. Each party shall have the option to strike two of the five mediators selected by JAMS and thereafter the mediator remaining shall hear the dispute. If the dispute remains unresolved after mediation, either party may commence litigation.

22. Prohibited Interests. Consultant maintains and warrants that it has not employed nor retained any company or person, other than a bona fide employee working solely for Consultant, to solicit or secure this Agreement. Further, Consultant warrants that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, City shall have the right to rescind this Agreement without liability. For the term of this Agreement, no member, officer or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom.

23. Equal Opportunity Employment. Consultant represents that it is an equal opportunity employer and it shall not discriminate against any subcontractor, employee or applicant for employment because of race, religion, color, national origin, handicap, ancestry, sex or age. Such non-discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination.

24. Prevailing Wages. Consultant is aware of the requirements of California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., ("Prevailing Wage Laws"), which require the payment of prevailing wage rates and the performance of other requirements on "public works" and "maintenance" projects.

Consultant agrees to fully comply with all applicable federal and state labor laws (including, without limitation, if applicable, the Prevailing Wage Laws). It is agreed by the parties that, in connection with the Work or Services provided pursuant to this Agreement, Consultant shall bear all risks of payment or non-payment of prevailing wages under California law, and Consultant hereby agrees to defend, indemnify, and hold the City, and its officials, officers, employees, agents, and volunteers, free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws. The foregoing indemnity shall survive termination of this Agreement.

25. Severability. If any term or portion of this Agreement is held to be invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions of this Agreement shall continue in full force and effect.

26. Controlling Law Venue. This Agreement and all matters relating to it shall be governed by the laws of the State of California and any action brought relating to this Agreement shall be held exclusively in a state court in the County of Riverside.

27. Authority to Enter Agreement. Consultant has all requisite power and authority to conduct its business and to execute, deliver, and perform the Agreement. Each party warrants that the individuals who have signed this Agreement have the legal power, right, and authority to

make this Agreement and to bind each respective party. The City Manager is authorized to enter into an amendment or otherwise take action on behalf of the City to make the following modifications to the Agreement: (a) a name change; (b) grant extensions of time; (c) non- monetary changes in the scope of services; and/or (d) suspend or terminate the Agreement.

28. Counterparts. This Agreement may be executed in several counterparts, each of which shall constitute one and the same instrument and shall become binding upon the parties when at least one copy hereof shall have been signed by both parties hereto. In approving this Agreement, it shall not be necessary to produce or account for more than one such counterpart.

29. Entire Agreement; Incorporation; Conflict. This Agreement contains the entire understanding between the parties relating to the obligations described herein. All prior or contemporaneous understandings, agreements, representations and statements, oral or written, are superseded in total by this Agreement and shall be of no further force or effect. Consultant’s Proposal is incorporated only for the description of the scope of services and/or the schedule of performance and no other terms and conditions from such proposal shall apply to this Agreement unless specifically agreed to in writing. In the event of conflict, this Agreement shall take precedence over those contained in the Consultant’s Proposal.

30. Amendments. This Agreement may be modified or amended only by a written document executed by both Consultant and City and approved as to form by the City Attorney. [Signatures on next page]

IN WITNESS WHEREOF, the parties have caused this Agreement to be executed on the date first written above.
“CITY”
CITY OF LAKE ELSINORE, a municipal
corporation
___________________________________
City Manager
ATTEST:
___________________________________
City Clerk
APPROVED AS TO FORM:
___________________________________
City Attorney
___________________________________
Assistant City Manager
“CONSULTANT”
Michael Baker International, Inc., a California
corporation.
___________________________________
By: Fareeha Kibriya
Its: Office Executive/Vice President
Attachments: Exhibit A - Consultant’s Proposal

EXHIBIT A
CONSULTANT’S PROPOSAL
[ATTACHED]

Michael Baker International
3760 Kilroy Airport Way, Suite 270 • Long Beach, CA 90806 • Phone: (562) 200-7165 • Fax: (562) 200-1766 1 | P a g e

Michael Baker International
3760 Kilroy Airport Way, Suite 270 • Long Beach, CA 90806 • Phone: (562) 200-7165 • Fax: (562) 200-1766 2 | P a g e

August 4, 2025

Damaris Abraham, Community Development Director

CITY OF LAKE ELSINORE
Community Development Department
130 S. Main Street
Lake Elsinore, California 92530
RE: PROPOSAL FOR CONTRACT PLANNING SERVICES (AGENCY STAFFING) Dear Ms. Abraham:

Michael Baker International (Michael Baker) is pleased to submit this proposal to provide professional on-call contract planning services to the City of Lake Elsinore. Michael Baker is a recognized industry leader in providing Contract Planning Services and other contract support services to California cities and counties and has provided these services to numerous municipalities throughout California on an on-call and as-needed basis.

Through our broad and varied experience providing assistance over multiple jurisdictions, we have developed a unique perspective on how to deliver these services efficiently, particularly in the era of Covid-19. We value that perspective and use it to make a difference within the communities we serve; we go where we are needed, helping cities deal with the ebb and flow of ever changing state and federal mandates, and local priorities, all while maintaining our commitment to provide exceptional customer service.

We structure contracts to match an agency’s needs; this can include provision of just one contract staff employee on a part-time and short-term basis or provision of multiple staff to cover an entire department’s needs on a long-term basis. We can provide entry-level staff or experienced managers, and we build flexibility into our contract work programs to better respond to what sometimes can be a fluctuating workload, resulting in cost savings for our clients. All our team members have extensive experience providing short- and long-term staffing services to municipalities, and the expertise necessary to address the needs of any type of application or project. Our Department Manager in charge of Contract Planning Services, Aaron Lobliner, will provide direct oversight of our contract planning staff and the work performed for the City. Our team has access to the technical resources and support of Michael Baker’s 4,500+ person organization, and we will draw on those resources as necessary in our service delivery.

We hope to have the opportunity work in support of the City of Lake Elsinore as you strive to provide the City’s residents and businesses with a high level of professional service.

We believe that our team’s benefits and strengths provide us with the highest level of qualifications to meet your immediate needs.

Michael Baker International
3760 Kilroy Airport Way, Suite 270 • Long Beach, CA 90806 • Phone: (562) 200-7165 • Fax: (562) 200-1766 3 | P a g e

We appreciate the opportunity to offer our professional planning services to the City of Lake Elsinore and look forward to you assisting with your planning needs. Mr. Aaron Lobliner is the Department Manager for Agency Staffing and will serve as your primary point of contact. Ms. Fareeha Kibriya is Associate Vice President and Long Beach Office Executive and has the authority to bind the firm to proposals and execute agreements.

Fareeha can be reached at (213)-372-1012 or [email protected].

If you have any questions or need additional information, please contact Aaron Lobliner, Agency Staffing Division Manager at (562) 714-4079 or [email protected].

Sincerely,
Fareeha Kibriya
Office Executive/Associate Vice President
Aaron Lobliner
Department Manager

City of Lake Elsinore’s Proposal for Contract Planning Services (Agency Staffing) 4 | P a g e

Table of Contents

1.0 EXECUTIVE SUMMARY ........................................................................................... 5

2.0 CAPABILITIES .......................................................................................................... 6

3.0 REFERENCES AND PROJECT EXPERIENCE........................................................ 7

4.0 SCOPE OF SERVICES ............................................................................................. 7

5.0 REPRESENTATIVE AND CONSULTANT TEAM ..................................................... 9

6.0 PRICING ................................................................................................................. 10 ATTACHMENT A: Planning Services Staff Resumes ................................................... 12

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1.0 EXECUTIVE SUMMARY
Michael Baker International (Michael Baker) is a leader in engineering, planning, and professional services consulting with a local focus and global expertise. Michael Baker has 100 offices and over 3,000 employees worldwide and offers innovative solutions, technical expertise, and responsive project management. The company provides comprehensive services in support of federal, state, and municipal governments, utility agencies, and private developers in a host of professional disciplines including but not limited to the following:
 Land use planning
 Environmental analysis and compliance services
 Urban design
 Public outreach and engagement
 Landscape architecture and architecture
Our approach to assisting the City of Lake Elsinore is to work in close cooperation with the City as a seamless extension of your own staff. Our planners bring significant experience to their work having provided similar services to various other cities within California. We will work with City staff to fully understand not only the specifics of the projects we are assigned but the history and background that will help us to create an analysis and recommendation that reflects City policies and practices.

The work provided for this on-call contract with the City of Lake Elsinore will be managed from Michael Baker’s Long Beach office with technical support from our other regional and statewide offices, as needed. In addition, we have experts across the U.S. that we can draw upon if requested. The Long Beach office’s current workload is well organized and local staff will make themselves available to devote their time to the City for the duration of this contract. Michael Baker staff is abreast of virtual meeting facilitation to support communication and collaboration during the Coronavirus pandemic. Our adaptability allows us to respond quickly and mobilize for meetings and field work in a short amount of time, when necessary.

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2.0 CAPABILITIES
In California, Michael Baker has more than 600 employees and is one of the largest planning services firms in the state. Our Long Beach office, which is the office submitting this letter proposal, was established in 2013 and is committed to serving the needs of our local clients across Southern California.

Our staff includes current, advanced, and environmental planners, urban designers, architects, engineers, landscape, and other technical specialists to assist with projects.

We have professionals with the experience to ensure a quality and timely response to any issue that might arise during a project.

Public agencies, such as the cities and counties listed below, have found the use of Michael Baker contract staff to be an efficient and effective way to deal with fluctuating workloads, state and federal mandates, and local priorities—all while finding ways to continue to provide effective and reliable customer service.

Agency Staffing Services
Cities Cities Cities Cities Counties
Avalon Grand Terrace Oakland San Mateo Contra Costa
Belvedere Greenfield Orinda Santa Paula Marin
Blythe Half Moon Bay Pacific Grove San Rafael Monterey
Bradbury Hawthorne Palmdale San Ramon Riverside
Burbank Industry Palos Verdes
Estates Sand City San
Bernardino
Calimesa Laguna Woods Paramount Santa Rosa Solano
Capitola Livermore Pasadena Sausalito
Chino Hills Long Beach Pinole Seaside
Citrus Heights Malibu Pittsburg Stockton
Clayton Martinez Rancho Cordova Thousand Oaks
El Monte Lawndale Rancho Palos
Verdes Ventura
Fountain Valley Mountain View Rolling Hills West Hollywood

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3.0 REFERENCES AND PROJECT EXPERIENCE
A limited selection of recent assignments with client references is provided below.

Reference / Contact Information Planning Services Scope of Work and Personnel
City of Long Beach
Alison Spindler-Ruiz, Planning
Bureau Manager
Phone (562) 570-6946
Email alison.spindler-
[email protected]

Provide assistance with the processing of
discretionary land use entitlements under a
multi-year, on-call planning services contract.

Michael Baker planners provide coverage for
phones and the public counter and processes
ministerial permits and discretionary
entitlements including CUPs, Variances,
Wireless permits, etc.

Dates: 2020-Ongoing
Staff: Kyle Hauk, Ramon Luquin
City of Fountain Valley
Omar Dababhoy
Assistant City Manager
(714) 593-4426
[email protected]

Served as project planner on various
entitlements. Provide counter support and
process accessory dwelling unit applications,
additions, remodels sign permits, home
occupation permits , commercial facade
update permits, new single family home
applications.

Dates: 2024-Ongoing
Staff: Kyle Hauk City of Pasadena
Beilin Yu,
Zoning Administrator,
(626) 744-6726
[email protected]

Provide Associate Planner support services
for the City including performing plan checks,
writing staff reports for discretionary
applications (Conditional Use Permits,
Architectural Design approvals, and Zone
Variances), and taking projects to Planning
Commission/Zoning Administrator
Dates: 2022-Ongoing
Staff: Jorge Gamboa

4.0 SCOPE OF SERVICES
Michael Baker understands that the City of Lake Elsinore has a need for contract planning services at a Senior/Project Manager level. The City needs a planner who can lead and train junior staff, and staff who can work with the City’s consultant on the General Plan Update being undertaken by a separate consultant. The City also needs assistance in

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updating the commercial, industrial, and residential design guidelines, and other tasks should the need arise. Michael Baker would like to propose a team of, Tamara Harrison, Carolyn Fahey, and Sophia Tatlyan to fill the requested roles. Tamara and Carolyn would assist the general plan consultant as needed. Michael Baker proposes for up to 16 hours a week to be provided by the combination of Tamara, Carolyn, and Sophia remotely, from September to June 30, 2027 and beyond. Additionally, should the City seek additional support, Michael Baker International is prepared to recruit and place additional staff at the City as the project budget permits. We are committed to working closely with each applicant, and City staff to ensure that each application/project is managed expeditiously and efficiently through to completion.

In summary, the planning functions that will be performed by the contract planner(s) may include the following:
 Review, analyze and process discretionary cases consistent with City codes, policies and standards.
 Prepare environmental analysis, including, but not limited to, Initial Studies and Negative Declarations, as required by the California Environmental Quality Act (CEQA).  Prepare and file Notice of Determination (NOD) Notice of Exemption (NOE).  Process Conditional Use Permits,
 Assist with Capital Improvement Projects.
 Coordinate the preparation and filing of all required notices.  Process development applications that are developer funded.  Provide Plan check services
 Route plans to City departments; consolidate comments; and present recommendations and revisions to the applicant.
 Review proposed development plans for compliance with City's General Plan, Zoning Ordinance, and any applicable design guidelines.
 Conduct project site visits and communicate directly with applicants regarding the specific requirements and/or information necessary to process applications.  Coordinate the City's interdepartmental review of proposed projects which would include interaction with various homeowner associations and other interest groups.  Meet and/or teleconference with staff and/or the applicant as necessary to identify and discuss critical items and develop workable solutions, as necessary.  Prepare staff reports, for consideration and action by the appropriate decision-making bodies.
 Prepare resolutions and/or ordinances related to proposed development projects.  Prepare and coordinate the posting, publication and mailing of all required public notices.

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 Perform other related duties as assigned by the Community Development Director.

5.0 REPRESENTATIVE AND CONSULTANT TEAM
Our Michael Baker team has a wide range of experience covering technical review and evaluation of a wide variety of discretionary land development applications. In Southern California we have been actively engaged with many communities ranging from big to small including ongoing services to the Cities of Long Beach, Pasadena, Hawthorne, Palos Verdes Estates, Rolling Hills, Chino Hills, Santa Paula, Thousand Oaks, etc.

Michael Baker has a full range of planners available to provide the as-needed services being requested by the City, from assistant to principal planners. City staff will have the opportunity to review resumes and interview any staff before they are assigned to begin work on this assignment. Mr. Lobliner will provide oversight for the Michael Baker project team, and ensure the team has what is needed to successfully deliver services to the City of Lake Elsinore. Our key team members are as follows:
 Planning Services Director: Mr. Lobliner will serve as the Planning Services Director for on-call planning services to the City of Lake Elsinore. When the City has a request for service, Mr. Lobliner will assign the appropriate level of planner to serve as the case planner for each project commensurate with the complexity of the development application being processed. Mr. Lobliner will provide oversight for the Michael Baker project team, and ensure the team has what is needed to successfully deliver services to the City.
 Project Managers: Mr. Lobliner will be supported by a dedicated team of Project Managers, including Gina Gibson-Williams, Tamara Harrison, and Carolyn Fahey, as well as support from associate and assistant planners to ensure that the City has a deep bench of management staff available to respond quickly to any request. Resumes for our key staff members are provided in Attachment A.

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5.1 Key Staff Members

Name/Role Years of
Experience
Planning/Land Use Experience Office
Location
Aaron Lobliner,
Program Manager
and Primary Point
of Contact
16 years Manages the Long Beach Office
Planning Services Department and
oversees the Agency Staff with
preparation of a wide range of
projects, including land
development/ entitlement projects,
land use plans/program.

Long
Beach, CA
Tamara Harrison,
Principal Planner
18+ years Process tract maps, parcel maps,
residential, commercial, industrial,
and mixed-use entitlements,
Specific Plans, Master Plans, Zone
Change and General Plan
Amendments, skilled in review of
CEQA documentation.

Ontario,
CA
Carolyn Fahey,
Senior Planner
17 years Experience with the implementation
of AB98, housing elements
implementation, zoning code
updates, and processing
entitlements of varying complexity.

Ontario,
CA
Sophia Tatlyan,
Senior Planner
13 years Experience with ADU’s, SB9’s,
housing elements, and processing
entitlements of varying complexity.

Long
Beach, CA

6.0 PRICING
Michael Baker is proposing to provide the requested services on an hourly basis. Our Principal Planners would be billed at a rate of $190 dollars per hour, and our Senior Planner would be billed at a rate of $160 dollars per hour, consistent with our rate sheet below. The hourly rates are fully burdened, and the City will only be billed for hours worked by our staff on-site at Lake Elsinore’s City Hall, or remotely as authorized by the City. The workload would consist of a combination of day-to-day services to fill staff vacancies,

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developer-funded (i.e., cost-recovery) projects, and long-range planning assistance funded with General Plan maintenance fees. Discrete not-to-exceed budgets would be established in the contract(s) for each of these roles.

The city will be billed monthly for services rendered, with invoices clearly identifying the number of hours worked by project and what was done. Michael Baker’s Oracle Human Capital Management (HCM) financial software will allow project costs to be tracked and billed by designated task, if desired. Our 2025 Fee Schedule is shown below.

Rates are subject to a 3% annual increase.

2025 RATE SHEET

Effective January 2025 through December 2025
Comprehensive Planning Services
Project Director/Advisor $230 - $325
Principal Planner $195 - $230
Senior Planner $135 - $195
Associate Planner $110 - $135
Assistant Planner $100 - $110
Planning Technician $90 - $100

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ATTACHMENT A: PLANNING SERVICES

STAFF RESUMES

Michael Baker International
3760 Kilroy Airport Way, Suite 270 • Long Beach, CA 90806 • Phone: (562) 200-7165 • Fax: (562) 200-1766 13 | P a g e
Team Member since 2016

AARON LOBLINER
Department Manager- Agency Staffing

General Qualifications

Mr. Lobliner has over 16 years of experience in the land use planning and development field, in both the public
and private sector sides of planning. He is skilled in
customer service, technical/staff report writing, plan
review, presentations to public hearing boards, working on large-scale tract developments, contract staffing, entitlements, and permitting.

Relevant Experience
Michael Baker International, Planning Associate(2016-2018), Senior Planner (2018- 21), Leadership Associate (2021-23), Department Manager (2023-). Served as a contract Senior planner for the City of Palos Verdes Estates, Rancho Palos Verdes, Bell, Long Beach and Eastvale. Served as a contract associate planner for the Cities of Chino Hills, Industry and Laguna Woods. Served as case planner on a 1,080,060 square foot industrial project that required a General Plan Amendment, Zone Change, Tentative Parcel Map, Variance, taking the project through Planning Commission and City Council hearings, and the preparation of an Environmental Impact Report with statement of overriding considerations
Project Assistant, MIG*. Served as a contract assistant planner for the Cities of Westminster, San Marino, and Rancho Santa Margarita, providing services including counter services, design review of residential and commercial projects, and processing land use entitlements including conditional use permits and variances. Served as a contract planner for the County of Orange, conducting permit processing services for the Rancho Mission Viejo development and reviewing development projects in the county unincorporated areas.

Land Use Planning Assistant*. Prepared applications/staff reports for conditional use permits and plan approvals. Conferred with applicants on conditions of approval and compliance measures. Conducted research related to permit and entitlement issues for potential developments.
* Denotes experience under prior employment
Years of Experience: 16
Degrees
B.S., Urban and Regional Planning, California State Polytechnic University, Pomona

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Tamara R. Harrison
Principal Planner

General Qualifications
Ms. Harrison has over 18 years of experience as a
Planner working for local governments. Over the
course of her career, she has developed experience in
project management, land-use/zoning, California
Environmental Quality Act (CEQA) and
presentations/public speaking. Her responsibilities
often include project management in residential,
commercial, and industrial entitlement processing, as
well as general plan amendments, specific plans, and specific plan amendments. She also has experience with general plan, zoning code and housing element updates, plan check reviews and planning inspections
Relevant Experience
City of Redlands - HE. City of Redlands. Senior Planner*. Responsible for drafting HE staff report and resolution, including summarizing comments from HCD.

Winchester Community Planning EIR. Riverside County. Senior Planner.* Responsible for authoring a number of sections within the Draft EIR for an approximately 50,000 sq. ft. community planning area. Also reviewed and provided responses to County comments on draft sections,
Riverside County Housing Element Update. Riverside County. Planner IV* Responsible for authoring and updating various portions of the County’s Housing Element, helped prepare for and attended community workshops, assisted the Project Manager as necessary and coordinated comments received from various stakeholders.

City of Fairfield On-Call. City of Fairfield. Senior Planner Responsible for the management of a variety of entitlement projects for the City of Fairfield. This includes management and coordination of reviewing agencies, coordination with applicant, review of and comments of submitted plans, preparation of public hearing package including staff report, conditions of approval, resolutions, CEQA documents and presentations before the appropriate hearing body.

City of Ventura On Call. City of Ventura. Senior Planner. Responsible for the management of a variety of entitlement projects for the City of Ventura. This includes management and coordination of reviewing agencies, coordination with applicant, review of and comments of submitted plans, preparation of public hearing packages including staff report, conditions of approval, resolutions, CEQA documents and presentations before the appropriate hearing body.

Years with Michael Baker: 3 Years of Experience: 18
Degrees
M.S.P., 2004, Urban and Regional
Planning, The University of
Tennessee, Knoxville
B.A., 2002, Urban Studies, The
University of Tennessee,
Knoxville

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City of Calimesa On Call. City of Calimesa. Senior Planner. Responsible for the management of a variety of entitlement projects for the City of Calimesa. This includes management and coordination of reviewing agencies, coordination with applicant, review of and comments of submitted plans, preparation of public hearing packages including staff report, conditions of approval, resolutions, CEQA documents and presentations before the appropriate hearing body.

City of Murrieta On Call. City of Murrieta. Senior Planner. Responsible for the management of select entitlement projects for the City of Murrieta. This includes management and coordination of reviewing agencies, coordination with applicant, review of and comments of submitted plans, preparation of public hearing packages including staff report, conditions of approval, resolutions, CEQA documents and presentations before the appropriate hearing body.

City of Redlands On Call. City of Redlands. Senior Planner. Responsible for the management of a variety of entitlement projects for the City of Redlands. This includes management and coordination of reviewing agencies, coordination with applicant, review of and comments on submitted plans, preparation of public hearing packages including staff report, conditions of approval, CEQA documents and presentations before the appropriate hearing body.

On Call Peer Review Support. Riverside County. Senior Planner. Responsible for review of a range of Environmental Documents in compliance with the California Environmental Quality Act and supporting technical studies. Documents include technical studies, Initial Study/Mitigated Negative Declarations, etc.

Menifee Lake Plaza Commercial Center Revision. City of Menifee. Senior Planner/Project Manager. Responsible for managing the entitlement review process as well as compliance with CEQA for the addition of a drive-thru restaurant as well as site design and façade revisions for Menifee Lakes Plaza. This included management and coordination of reviewing agencies, coordination with applicant, review of and comments of submitted plans, preparation of public hearing package including staff report, conditions of approval, resolutions, CEQA documents and presentations before the appropriate hearing body. Also responsible for post-entitlement actions such as final map, grading plan and building permit plan check review and necessary inspections through occupancy.
*All work prior to working with Michael Baker International

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Carolyn Fahey
Senior Planner
General Qualifications
Ms. Fahey is an interdisciplinary senior planner with
extensive professional experience in both architecture
and planning. With 10 years of experience in urban
planning and 7 in architecture, she has worked in both
public and private sector experience with a focus on
local land use regulations, California housing law, site and building design including objective design
standards, and community engagement efforts. She
has project management and land use review
experience for public and private clients in California, Colorado, and Texas. She provides completeness and compliance reviews of project proposals, policy and code review for a variety of projects and topics to support local, state and federal laws, with a focus on housing law and design standards.

Relevant Project Experience
County of San Bernardino. Principal Planner. Provided project management and oversight to several larger planning projects on the long-range team, with a focus on housing element implementation. Carolyn provided feedback and checklists on current planning review procedures and documentation of completeness and compliance.

Additional tasks included guiding early career planners and establishing an internal team structure and tracking system
City of Mountain View. Senior Planner.* Primary responsibilities included current planning case management for large multi-family housing projects and the R3 Zoning Code update project management. Assisted with improving internal coordination to meet state mandated review timelines, create a digital development review map, and updated Specific Plans and other documents on an as-needed basis.

City of San Francisco. Planner II* Primary responsibilities included current planning case management for ADUs, Conditional Use Authorizations for use changes and multi- family mixed use housing projects and building permit applications for demolition-rebuild housing projects. Responsibilities included reporting to various internal review bodies, working with the project applicant on completeness and compliance, staff reports and presenting to Planning Commission. Additional assignments included updating the current planning division’s standard operating procedures. * Denotes experience under prior employment

Years with Michael Baker: 1 Years of Experience: 17
Degrees
MURP, 2017, Urban and Regional Planning, University of Colorado-Denver B.S., 2006, Environmental Design, University of Colorado-Boulder

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Sophia Tatlyan
Senior Planner

General Qualifications
Ms. Tatlyan has is an accomplished Senior planner
with over 13 years of experience in the land use
planning and development field. She excels in
customer service, staff report writing, plan review,
presentations to public hearing boards, preparing long- range planning documents, contract staffing,
entitlements, and permitting.

Relevant Experience
Senior Planner, Michael Baker International. Lead project manager and lead planner in the development and implementation of zoning text amendments and policies related to 2021-2029 Housing Element Programs, Accessory Dwelling Units, SB 9 Lot Splits, SB 9 Two- unit Developments, Special Sign Districts, Outdoor Dining, Discount Stores, Laundromats and Car Wash uses for the City of Norwalk. Assisted with the review and processing of entitlement requests for the following: Oak Valley North Specific Plan proposal for the City of Calimesa, Riverlux Resort Planned Unit Development project for the City of Needles, and the North Vanoni Annexation request and Anastasi 5.62-acre mixed-use project for the City of Ventura.

Associate/Senior Planner, Romo Planning Group. Served as project manager and lead planner for services provided to the City of Hawaiian Gardens. Provided technical and administrative support for various City current and long-range planning programs and in the implementation of the City’s general plan as well as related policies and regulations.

Assisted in the preparation and implementation of the 2021-2029 Housing Element Update. Assigned project manager for the execution of several legal agreements between private entities, development of a proposed 18-unit condominium project and proposed one 7- unit apartment complex.

Assistant Planner, City of Anaheim. Provided courteous and expeditious customer service to the general public and City Department staff. Reviewed major, minor and OTC plan checks for consistency with the General Plan and Zoning Code. Processed and reviewed discretionary permits such as: Special Event Permits, Administrative Adjustment Permits, Regulatory Permits, Substantial Conformance Determination Permits, Telecommunications Antenna Permits and Accessory Dwelling Unit Reviews.

Prepared staff reports and delivered presentations to the Anaheim Planning Commission and was assigned as the lead Planning Information Team contact for the Disneyland Resort Specific Plan area.
* Denotes experience under prior employment

Years of Experience: 13
Degrees
M.S., Urban and Regional
Planning, Cal Poly Pomona
B.A., International
Relations/World Trade &
Economics, UC Davis

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16)
2025 Lake Elsinore Small Business Walk Survey Results
Receive and file the 2025 Lake Elsinore Small Business Walk Survey Results.

REPORT TO CITY COUNCIL
To:Honorable Mayor and Members of the City Council
From:Jason Simpson, City Manager
Prepared by:Gina Gonzalez, Director of Economic Development and Legislative Affairs Date:August 26, 2025
Subject:2025 Lake Elsinore Small Business Walk Survey Results Recommendation
Receive and file the 2025 Lake Elsinore Small Business Walk Survey Results.

Background
The Economic Development Department, in partnership with the Lake Elsinore Valley Chamber of Commerce, held the inaugural Lake Elsinore Small Business Survey Business Walk in the summer of 2025 as part of the city’s B3 (Building Better Businesses) business retention program as part of the city’s Dream Extreme 2040 plan. Small businesses make up 60% of a city’s local economy backbone, and business retention programs are the quickest way to grow businesses and account for 70% of job creation growth (Small Business Association). The purpose of the annual Business Walk aims in assisting local businesses with increasing their competitive advantage, retain and grow jobs, survive economic difficulties, understand immediate needs, and provide feedback as a tool to improve the way Lake Elsinore and the Chamber do and grow businesses locally.

Discussion
For this year’s annual business walk, 100 storefront businesses were randomly selected in coordination with City staff and the Chamber using the finance departments business license list, and businesses were either contacted via in-person, or by email or by phone (as a last resort) starting May 2025. The Chamber Board of Directors and Chamber members played a large role in this event and worked alongside Economic Development City staff to complete the surveys.

The overall surveys covered various aspects of doing business in Lake Elsinore, including finances, economic impacts they maybe experiencing, needs moving forward, workforce, space, certainty and more.
2025 Survey Results

In addition, the surveys asked Lake Elsinore businesses questions regarding certainty when it came to growth and expanding, requesting financial assistance, how the City and Chamber can assist moving forward, and issues they are experiencing for growth and financial health. The results of the surveys assist the Economic Development Department and the Chamber with shaping business and program strategies, initiatives, and workshops for current and future years.

The topics for the workshops are decided upon from the results of the business surveys. For example, the contract with the Small Business Development Center (SBDC) provides free workshops to our business community based on the survey results, and also assists the Chamber of Commerce with their business retention programming on value added programs for their membership, and also assist the Economic Development Department on program ideas and services provides to existing businesses such as programs, services, site selection, or those needing to be triage.

The 2025 Lake Elsinore Small Business Impact Report revealed that businesses are seeking assistance in marketing, safeguarding their business, website/google search optimization, advertisement assistance, signage opportunities, and sporting event connections and city event opportunities to help grow their business, and would like to see workshops in Marketing 101, Business planning, quick books, cybersecurity, site selection and taxes.

Additionally, the results also showed that 31% of businesses are looking to hire within the next year, and that over the next 3 years that close to 50% of business are looking to expand, with 46% remaining stable, and 16% think space is a concern for expansion. The survey also identified business challenges and assistance they need to improve their business climate within the city such as graffiti, commercial center cleanliness, landscaping, and sign pollution, and signage issues at centers that they believe make it hard for business awareness.

As a result, the Lake Elsinore Economic Development Department and the Lake Elsinore Valley Chamber of Commerce will continue to survey the small business community annually and reposition programming based on feedback and the needs of the small business community.

Fiscal Impact
None
Attachments
Attachment 1- 2025 Lake Elsinore Small Business Walk Survey Results Economic Development

17)
Amendment No. 1 to the Professional Services Agreements for Engineering Plan Check Services
Approve and authorize the City Manager to execute Amendment No. 1 to the Professional Services Agreements for Engineering Plan Check Services with Charles Abbott Associates, Inc., Engineering Resources of Southern California (ERSC), and Michael Baker International, Inc. to provide on-call plan checking services in an amount not to exceed $100,000 each in such final form as approved by the City Attorney.

REPORT TO CITY COUNCIL
To:Honorable Mayor and Members of the City Council
From:Jason Simpson, City Manager
Prepared by:Yu Tagai, City Engineer
Date:August 26, 2025
Subject:Amendment No. 1 to the Professional Services Agreements for Engineering Plan Check Services
Recommendation
Approve and authorize the City Manager to execute Amendment No. 1 to the Professional Services Agreements for Engineering Plan Check Services with Charles Abbott Associates, Inc., Engineering Resources of Southern California (ERSC), and Michael Baker International, Inc. to provide on-call plan checking services in an amount not to exceed $100,000 each in such final form as approved by the City Attorney.

Background
On June 27, 2023, the City Council approved the Professional Services Agreements in the amount not to exceed $200,000, with Charles Abbott Associates, ERSC, and Michael Baker International. The Engineering Department for the City of Lake Elsinore requires review of private development projects for compliance with Conditions of Approval, City Ordinances, City Standards, Clean Water Compliance, and the Subdivision Map Act. The City uses contract engineering firms that have flexibility to provide staff to accommodate the fluctuation in workload for the review process.

Discussion
Due to the increasing and anticipated developer plan check workload, Amendment No. 1 will increase the compensation for the plan check services. Each contract requires an amendment to authorize an additional $100,000.

Fiscal Impact
Funds are budgeted in the Annual Operating Budget. The services provided are funded through developer’s plan check fees.

Amendment No. 1 Plan Check Services

Attachments
Attachment 1 - Amendment No. 1 ERSC
Attachment 2 - Original Agreement ERSC
Attachment 3 - Amendment No. 1 Charles Abbott
Attachment 4 – Original Agreement Charles Abbott
Attachment 5- Amendment No. 1 Michael Baker
Attachment 6 – Original Agreement Michael Baker
Engineering
AMENDMENT NO. 1

TO AGREEMENT FOR PROFESSIONAL SERVICES
Engineering Resources of Southern California (ERSC)
Engineering Plan Check Services
This Amendment No. 1 to Agreement for Professional Services is made and entered into as of 8/26/2025, by and between the City of Lake Elsinore, a municipal corporation (“City), and Engineering Resources of Southern California, a California Corporation (“Consultant”).

RECITALS
A. The City and Consultant have entered into that certain Agreement for Professional Services dated as of 6/27/2023, (the “Original Agreement”). Except as otherwise defined herein, all capitalized terms used herein shall have the meanings set forth for such terms in the Original Agreement.

B. The Original Agreement provided for compensation to Consultant in an amount of One Hundred Thousand dollars ($200,000.00).

C. Development activity is increasing in the City with the number of plan checks and the need for services also increasing. To accommodate the increased need for services, the parties now desire to increase the payment for such services as set forth in this Amendment No

1. NOW, THEREFORE, in consideration of the mutual covenants and conditions set forth herein, City and Consultant agree as follows:

1. Section 3, Compensation, of the Original Agreement is hereby amended to read in its entirety as follows:

Notwithstanding the foregoing, for purposes of Amendment No. 1 and the term thereof, compensation to be paid to Consultant shall be in accordance with the Schedule of Charges set forth in Consultant’s Original Agreement.

In no event shall Consultant’s compensation related to Amendment No. 1 exceed One Hundred Thousand dollars ($100,000) without additional written authorization from City Council. Total compensation shall not exceed Three Hundred Thousand dollars ($300,000) annually during each fiscal year for the term of the Agreement.

Notwithstanding any provision of Consultant’s Proposal to the contrary, out of pocket expenses shall be reimbursed at cost without inflator or administrative charge. Payment by the City under this Agreement shall not be deemed a waiver of defects, even if such defects were known to the City at the time of payment.

Except for the changes specifically set forth herein, all other terms and conditions of the Original Agreement shall remain in full force and effect.

IN WITNESS WHEREOF, the parties have caused this Amendment No. 1 to be executed on the respective dates set forth below.
“CITY”
CITY OF LAKE ELSINORE, a municipal
corporation
“CONSULTANT”
Engineering Resources of Southern California
(ERSC)
City Manager
Date:

President
Date: __
ATTEST:

City Clerk
APPROVED AS TO FORM:

City Attorney

Assistant City Manager

Engineering Resources of Southern California Page 1

AGREEMENT FOR PROFESSIONAL SERVICES

Engineering Resources of Southern California

Plan Check Services
This Agreement for Professional Services (the “Agreement”) is made and entered into as of June 27, 2023, by and between the City of Lake Elsinore, a municipal corporation (‘‘City") and Engineering Resources of Southern California, Inc., a corporation ("Consultant").

RECITALS
A. The City has determined that it requires the fol lowing professional services:

Plan Check Services
B. Consultant has submitted to City a proposal, dat ed March 24, 2023, attached hereto as Exhibit A (“Consultant’s Proposal”) and i ncorporated herein, to provide professional services to City pursuant to the terms of this Agreement.

C. Consultant possesses the skill, experience, abil ity, background, certification and knowledge to perform the services described in this Agreement on the terms and conditions described herein.

D. City desires to retain Consultant to perform the services as provided herein and Consultant desires to provide such professional services as set forth in this Agreement.

AGREEMENT

1. Scope of Services. Consultant shall perform the services described in Consultant’s Proposal (Exhibit A). Consultant shall provide such services at the time, place, and in the manner specified in Consultant’s Proposal, s ubject to the direction of the City through its staff that it may provide from time to time.

2. Time of Performance.
a. Time of Essence. Time is of the essence in the performance of this Agreement. The time for completion of the professio nal services to be performed by Consultant is an essential condition of this Agreement. Consu ltant shall prosecute regularly and diligently the professional services contemplated pursuant to this Agreement according to the agreed upon performance schedule in Consultant’s Proposal (Exhibit A). b. Performance Schedule. Consultant shall commence the services pursuant to this Agreement upon receipt of a written notice to proceed and shall perform all services within the time period(s) established in the Consultant’s Proposal (Exhibit A). When requested by Consultant, extensions to the time period(s) specif ied may be approved in writing by the City Manager.
c. Term. Unless earlier terminated as provided els ewhere in this Agreement, this Agreement shall continue in full force and effect for a period commencing on July 1, 2023 and DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1

ending June 30, 2026. The City may, at its sole dis cretion, extend the term of this Agreement on a 12-month basis not to exceed 2 additional twelve (12) month renewal terms by giving written notice thereof to Consultant not less than thirty (30) days before the end of the contract term, such notice to be exercised by the City Manager.

3. Compensation. Compensation to be paid to Consultan t shall be in accordance with the fees set forth in Consultant's Proposal (E xhibit A), which is attached hereto and incorporated herein by reference. In no event shall Consultant's annual compensation exceed two hundred thousand dollars and no cents ($200,000.00) without additional written authorization from the City. Notwithstanding any provision of Consulta nt's Proposal to the contrary, out of pocket expenses set forth in Exhibit A shall be reimbursed at cost without an inflator or administrative charge. Payment by City under this Agreement shall not be deemed a waiver of defects, even if such defects were known to the City at the time of payment.

4. Method of Payment. Consultant shall promptly su bmit billings to the City describing the services and related work performed during the preceding month to the extent that such services and related work were performed. Consultant’s bills shall be segregated by project task, if applicable, such that the City receives a separate accounting for work done on each individual task for which Consultant provides servi ces. Consultant’s bills shall include a brief description of the services performed, the date the services were performed, the number of hours spent and by whom, and a description of any reimbur sable expenditures. City shall pay Consultant no later than forty-five (45) days after receipt of the monthly invoice by City staff.

5. Background Checks. At any time during the term o f this Agreement, the City reserves the right to make an independent investiga tion into the background of Consultant’s personnel who perform work required by this Agreeme nt, including but not limited to their references, character, address history, past employ ment, education, social security number validation, and criminal or police records, for the purpose of confirming that such personnel are lawfully employed, qualified to provide the subject service or pose a risk to the safety of persons or property in and around the vicinity of where the services will be rendered or City Hall. If the City makes a reasonable determination that any of Consultant’s prospective or then current personnel is deemed objectionable, then the City may notify C onsultant of the same. Consultant shall not use that personnel to perform work required by this Agreement, and if necessary, shall replace him or her with a suitable worker.

6. Suspension or Termination.
a. The City may at any time, for any reason, with o r without cause, suspend or terminate this Agreement, or any portion hereof, by serving upon the Consultant at least ten (10) days prior written notice. Upon receipt of such notice, the Consultant shall immediately cease all work under this Agreement, unless the notice pr ovides otherwise. If the City suspends or terminates a portion of this Agreement such suspens ion or termination shall not make void or invalidate the remainder of this Agreement.
b. In the event this Agreement is terminated pursua nt to this Section, the City shall pay to Consultant the actual value of the wor k performed up to the time of termination, provided that the work performed is of value to the City. Upon termination of the Agreement pursuant to this Section, the Consultant will submi t an invoice to the City, pursuant to Section entitled “Method of Payment” herein.

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7. Plans, Studies, Documents.
a. Ownership of Documents. All plans, studies, doc uments and other writings prepared by and for Consultant, its officers, emplo yees and agents and subcontractors in the course of implementing this Agreement, except worki ng notepad internal documents, shall become the property of the City upon payment to Con sultant for such work, and the City shall have the sole right to use such materials in its di scretion without further compensation to Consultant or to any other party. Consultant shall, at Consultant’s expense, provide such reports, plans, studies, documents and other writings to Cit y upon written request. City shall have sole determination of the public’s rights to documents u nder the Public Records Act, and any third- party requests of Consultant shall be immediately r eferred to City, without any other actions by Consultant.
b. Licensing of Intellectual Property. This Agreem ent creates a nonexclusive and perpetual license for City to copy, use, modify , reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied i n plans, specifications, studies, drawings, estimates, and other documents or works of authorsh ip fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consult ant shall require that all subcontractors agree in writing that City is granted a nonexclusiv e and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and a ll Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were prepared by design professionals other than Consultant or provided to Consultant by the City. City shall not be limited in any way in its use of the Documents & Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City’s sole risk. c. Confidentiality. All ideas, memoranda, specific ations, plans, procedures, drawings, descriptions, computer program data, inpu t record data, written information, and other Documents & Data either created by or provided to Consultant in connection with the performance of this Agreement shall be held confidential by Con sultant. Such materials shall not, without the prior written consent of City, be used by Consultant for any purposes other than the performance of the services under this Agreement. Nor shall su ch materials be disclosed to any person or entity not connected with the performance of the se rvices under this Agreement. Nothing furnished to Consultant which is otherwise known to Consultant or is generally known, or has become known, to the related industry shall be deem ed confidential. Consultant shall not use City’s name or insignia, photographs relating to pr oject for which Consultant’s services are rendered, or any publicity pertaining to the Consul tant’s services under this Agreement in any magazine, trade paper, newspaper, television or radio production or other similar medium without the prior written consent of City.

8. Consultant’s Books and Records.
a. Consultant shall maintain any and all ledgers, b ooks of account, invoices, vouchers, canceled checks, and other records or documents evidencing or relating to charges for services, or expenditures and disbursements charged to City for a minimum period of three (3) years, or for any longer period required by law, fr om the date of final payment to Consultant to this Agreement.

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b. Consultant shall maintain all documents and reco rds which demonstrate performance under this Agreement for a minimum peri od of three (3) years, or for any longer period required by law, from the date of termination or completion of this Agreement. c. Any records or documents required to be maintain ed pursuant to this Agreement shall be made available for inspection or audit, at any time during regular business hours, upon written request by the City Manager, Ci ty Attorney, City Auditor or a designated representative of these officers. Copies of such d ocuments shall be provided to the City for inspection at City Hall when it is practical to do so. Otherwise, unless an alternative is mutually agreed upon, the records shall be available at Consultant’s address indicated for receipt of notices in this Agreement.
d. Where City has reason to believe that such recor ds or documents may be lost or discarded due to dissolution, disbandment o r termination of Consultant’s business, City may, by written request by any of the above-named o fficers, require that custody of the records be given to the City and that the records and docum ents be maintained in City Hall. Access to such records and documents shall be granted to any party authorized by Consultant, Consultant’s representatives, or Consultant’s successor-in-interest.

9. Independent Contractor.
a. Consultant is and shall at all times remain as t o the City a wholly independent contractor pursuant to California Labor Code Section 3353. The personnel performing the services under this Agreement on beh alf of Consultant shall at all times be under Consultant’s exclusive direction and control. Neith er City nor any of its officers, employees, or agents shall have control over the conduct of Consu ltant or any of Consultant’s officers, employees, or agents, except as set forth in this A greement. Consultant shall not at any time or in any manner represent that it or any of its offic ers, employees, or agents are in any manner officers, employees, or agents of the City. Consult ant shall not incur or have the power to incur any debt, obligation, or liability whatsoever against City, or bind City in any manner. b. Notwithstanding any other federal, state and loc al laws, codes, ordinances and regulations to the contrary and except for the fees paid to Consultant as provided in the Agreement, Consultant and any of its employees, age nts, and subcontractors providing service under this Agreement shall not qualify for or becom e entitled to, and hereby agree to waive any claims to, any compensation, benefit, or any incide nt of employment by City, including but not limited to eligibility to enroll in PERS as an empl oyee of City and entitlement to any contribution to be paid by City for employer contribution and/or employee contributions for PERS benefits.

10. PERS Eligibility Indemnification. In the event that Consultant or any employee, agent, or subcontractor of Consultant providing ser vices under this Agreement claims or is determined by a court of competent jurisdiction or the California Public Employees Retirement System (PERS) to be eligible for enrollment in PERS as an employee of the City, Consultant shall indemnify, defend, and hold harmless City for the p ayment of any employee and/or employer contributions for PERS benefits on behalf of Consul tant or its employees, agents, or subcontractors, as well as for the payment of any p enalties and interest on such contributions, which would otherwise be the responsibility of City.

11. Interests of Consultant. Consultant (including principals, associates and professional employees) covenants and represents th at it does not now have any investment or interest in real property and shall not acquire any interest, direct or indirect, in the area covered DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1

by this Agreement or any other source of income, in terest in real property or investment which would be affected in any manner or degree by the pe rformance of Consultant’s services hereunder. Consultant further covenants and repres ents that in the performance of its duties hereunder no person having any such interest shall perform any services under this Agreement.

Consultant is not a designated employee within the meaning of the Political Reform Act because Consultant:
a. will conduct research and arrive at conclusions with respect to his/her rendition of information, advice, recommendation or counsel independent of the control and direction of the City or of any City official, other than normal agreement monitoring; and b. possesses no authority with respect to any City decision beyond rendition of information, advice, recommendation or counsel. (FPPC Reg. 18700(a)(2).)

12. Professional Ability of Consultant. City has r elied upon the professional training and ability of Consultant to perform the services hereunder as a material inducement to enter into this Agreement. Consultant shall therefore provide properly skilled professional and technical personnel to perform all services under this Agreement. All work performed by Consultant under this Agreement shall be in accordance with applicab le legal requirements and shall meet the standard of quality ordinarily to be expected of co mpetent professionals in Consultant’s field of expertise.

13. Compliance with Laws.
a. Consultant shall comply with all local, state an d federal laws and regulations applicable to the services required hereunder, including any rule, regulation or bylaw governing the conduct or performance of Consultant and/or its employees, officers, or board members.
b. Consultant represents that it has obtained and w ill maintain at all times during the term of this Agreement all professional and/or business licenses, certifications and/or permits necessary for performing the services descr ibed in this Agreement, including a City business license.

14. Licenses. Consultant represents and warrants t o City that it has the licenses, permits, qualifications, insurance and approvals of whatsoever nature which are legally required of Consultant to practice its profession. Consulta nt represents and warrants to City that Consultant shall, at its sole cost and expense, keep in effect or obtain at all times during the term of this Agreement, any licenses, permits, insurance and approvals which are legally required of Consultant to practice its profession. Consultant shall maintain a City of Lake Elsinore business license.

15. Indemnity. Consultant shall indemnify, defend, and hold harmless the City and its officials, officers, employees, agents, and volunteers from and against any and all losses, liability, claims, suits, actions, damages, and causes of acti on arising out of any personal injury, bodily injury, loss of life, or damage to property, or any violation of any federal, state, or municipal law or ordinance, to the extent caused, in whole or in part, by the willful misconduct or negligent acts or omissions of Consultant or its employees, subcon tractors, or agents, by acts for which they could be held strictly liable, or by the quality or character of their work. The foregoing obligation of Consultant shall not apply when (1) the injury, loss of life, damage to property, or violation of DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1

law arises from the sole negligence or willful misc onduct of the City or its officers, employees, agents, or volunteers and (2) the actions of Consultant or its employees, subcontractor, or agents have contributed in no part to the injury, loss of life, damage to property, or violation of law. It is understood that the duty of Consultant to indemnify and hold harmless includes the duty to defend as set forth in Section 2778 of the California Civi l Code. Acceptance by City of insurance certificates and endorsements required under this A greement does not relieve Consultant from liability under this indemnification and hold harml ess clause. This indemnification and hold harmless clause shall apply to any damages or claims for damages whether or not such insurance policies shall have been determined to apply. By e xecution of this Agreement, Consultant acknowledges and agrees to the provisions of this S ection and that it is a material element of consideration.

16. Insurance Requirements.
a. Insurance. Consultant, at Consultant’s own cost and expense, shall procure and maintain, for the duration of the contract, unless modified by the City’s Risk Manager, the following insurance policies.
i. Workers’ Compensation Coverage. Consultant shal l maintain Workers’ Compensation Insurance and Employer’s Liab ility Insurance for his/her employees in accordance with the laws of the State of California. In addition, Consultant shall require each subcontractor to similarly maint ain Workers’ Compensation Insurance and Employer’s Liability Insurance in accordance wi th the laws of the State of California for all of the subcontractor’s employees. Any noti ce of cancellation or non-renewal of all Workers’ Compensation policies must be received by the City at least thirty (30) days prior to such change. The insurer shall agree to waive all rights of subrogation against City, its officers, agents, employees and volunteers for loss es arising from work performed by Consultant for City. In the event that Consultant is exempt from Worker’s Compensation Insurance and Employer’s Liability Insurance for hi s/her employees in accordance with the laws of the State of California, Consultant sha ll submit to the City a Certificate of Exemption from Workers Compensation Insurance in a form approved by the City Attorney.
ii. General Liability Coverage. Consultant shall m aintain commercial general liability insurance in an amount not less than one million dollars ($1,000,000) per occurrence for bodily injury, personal injury and property damage. If a commercial general liability insurance form or other form with a gener al aggregate limit is used, either the general aggregate limit shall apply separately to t he work to be performed under this Agreement or the general aggregate limit shall be a t least twice the required occurrence limit. Required commercial general liability cover age shall be at least as broad as Insurance Services Office Commercial General Liabil ity occurrence form CG 0001 (ed. 11/88) or Insurance Services Office form number GL 0002 (ed. 1/73) covering comprehensive General Liability and Insurance Servi ces Office form number GL 0404 covering Broad Form Comprehensive General Liability. No endorsement may be attached limiting the coverage.

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iii. Automobile Liability Coverage. Consultant sha ll maintain automobile liability insurance covering bodily inju ry and property damage for all activities of the Consultant arising out of or in connection w ith the work to be performed under this Agreement, including coverage for owned, hired and non-owned vehicles, in an amount of not less than one million dollars ($1,000,000) combined single limit for each occurrence.

Automobile liability coverage must be at least as b road as Insurance Services Office Automobile Liability form CA 0001 (ed. 12/90) Code 1 (“any auto”). No endorsement may be attached limiting the coverage.
iv. Professional Liability Coverage. Consultant sh all maintain professional errors and omissions liability insuran ce appropriate for Consultant’s profession for protection against claims alleging negligent acts, errors or omissions which may arise from Consultant’s services under this Agr eement, whether such services are provided by the Consultant or by its employees, sub contractors, or sub consultants. The amount of this insurance shall not be less than one million dollars ($1,000,000) on a claims-made annual aggregate basis, or a combined single limit per occurrence basis. b. Endorsements. Each general liability and automo bile liability insurance policy shall be with insurers possessing a Best’s rating of no less than A:VII and shall be endorsed with the following specific language:
i. Notwithstanding any inconsistent statement in an y required insurance policies or any subsequent endorsements a ttached thereto, the protection offered by all policies, except for Workers’ Compen sation, shall bear an endorsement whereby it is provided that, the City and its offic ers, employees, servants, volunteers and agents and independent contractors, including witho ut limitation, the City Manager and City Attorney, are named as additional insureds. Ad ditional insureds shall be entitled to the full benefit of all insurance policies in the same manner and to the same extent as any other insureds and there shall be no limitation to the benefits conferred upon them other than policy limits to coverages.
ii. This policy shall be considered primary insuran ce as respects the City, its elected or appointed officers, officials , employees, agents and volunteers.

Any insurance maintained by the City, including any self-insured retention the City may have, shall be considered excess insurance only and shall not contribute with it. iii. This insurance shall act for each insured and additional insured as though a separate policy had been written for each, except with respect to the limits of liability of the insuring company.
iv. The insurer waives all rights of subrogation ag ainst the City, its elected or appointed officers, officials, employees or agents. v. Any failure to comply with reporting provisions of the policies shall not affect coverage provided to the City, its elect ed or appointed officers, officials, employees, agents or volunteers.
vi. The insurance provided by this Policy shall not be suspended, voided, canceled, or reduced in coverage or in limi ts except after thirty (30) days written notice has been received by the City.

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c. Deductibles and Self-Insured Retentions. Any de ductibles or self-insured retentions must be declared to and approved by the City. At the City’s option, Consultant shall demonstrate financial capability for payment of such deductibles or self-insured retentions. d. Certificates of Insurance. Consultant shall pro vide certificates of insurance with original endorsements to City as evidence of t he insurance coverage required herein.

Certificates of such insurance shall be filed with the City on or before commencement of performance of this Agreement. Current certificati on of insurance shall be kept on file with the City at all times during the term of this Agreement.

17. Notices. Any notice required to be given under this Agreement shall be in writing and either served personally or sent prepaid, first class mail. Any such notice shall be addressed to the other party at the address set forth below. Notice shall be deemed communicated within 48 hours from the time of mailing if mailed as provided in this section.

If to City: City of Lake Elsinore
Attn: City Manager
130 South Main Street
Lake Elsinore, CA 92530
With a copy to: City of Lake Elsinore
Attn: City Clerk
130 South Main Street
Lake Elsinore, CA 92530

If to Consultant: Engineering Resources of Southern California, Inc.

Attn: Matt Brudin
1861 W. Redlands Blvd.

Redlands, CA 92373

18. Assignment and Subcontracting. The parties rec ognize that a substantial inducement to City for entering into this Agreement is the professional reputation, experience and competence of Consultant and the subcontractors lis ted in Exhibit B. Consultant shall be fully responsible to City for all acts or omissions of an y subcontractors. Assignments of any or all rights, duties or obligations of the Consultant under this Agreement will be permitted only with the express consent of the City. Consultant shall not subcontract any portion of the work to be performed under this Agreement except as provided in Exhibit B without the written authorization of the City. If City consents to such subcontract, Consultant shall be fully responsible to City for all acts or omissions of those subcontractors. Not hing in this Agreement shall create any contractual relationship between City and any subco ntractor nor shall it create any obligation on the part of the City to pay or to see to the paymen t of any monies due to any such subcontractor other than as otherwise is required by law.

19. Waiver. Waiver of a breach or default under th is Agreement shall not constitute a continuing waiver of a subsequent breach of the sam e or any other provision under this Agreement.

20. Litigation Expenses and Attorneys’ Fees. If ei ther party to this Agreement commences any legal action against the other party arising out of this Agreement, the prevailing party shall be entitled to recover its reasonable l itigation expenses, including court costs, expert witness fees, discovery expenses, and attorneys’ fees.

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21. Mediation. The parties agree to make a good fa ith attempt to resolve any disputes arising out of this Agreement through mediation prior to commencing litigation. The parties shall mutually agree upon the mediator and share the cost s of mediation equally. If the parties are unable to agree upon a mediator, the dispute shall be submitted to JAMS or its successor in interest. JAMS shall provide the parties with the names of five qualified mediators. Each party shall have the option to strike two of the five med iators selected by JAMS and thereafter the mediator remaining shall hear the dispute. If the dispute remains unresolved after mediation, either party may commence litigation.

22. Prohibited Interests. Consultant maintains and warrants that it has not employed nor retained any company or person, other than a bo na fide employee working solely for Consultant, to solicit or secure this Agreement. F urther, Consultant warrants that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for Consultant, any fee, commission, percentage, br okerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, City shall have the right to resc ind this Agreement without liability. For the term of this Agreement, no member, officer or employee o f City, during the term of his or her service with City, shall have any direct interest in this A greement, or obtain any present or anticipated material benefit arising therefrom.

23. Equal Opportunity Employment. Consultant repre sents that it is an equal opportunity employer and it shall not discriminate against any subcontractor, employee or applicant for employment because of race, religion, color, national origin, handicap, ancestry, sex or age. Such non-discrimination shall include, but not be limited to, all activities related to initi al employment, upgrading, demotion, transfer, recruitm ent or recruitment advertising, layoff or termination.

24. Prevailing Wages. Consultant is aware of the re quirements of California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., ("Prevailing Wage Laws"), w hich require the payment of prevailing wage rates and the performance of other requirements on "public works" and "maintenance" projects.

Consultant agrees to fully comply with all applicab le federal and state labor laws (including, without limitation, if applicable, the Prevailing W age Laws). It is agreed by the parties that, in connection with the Work or Services provided pursuant to this Agreement, Consultant shall bear all risks of payment or non-payment of prevailing w ages under California law, and Consultant hereby agrees to defend, indemnify, and hold the Ci ty, and its officials, officers, employees, agents, and volunteers, free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws. The foregoing indemnity shall survive termination of this Agreement.

25. Severability. If any term or portion of this A greement is held to be invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions of this Agreement shall continue in full force and effect.

26. Controlling Law Venue. This Agreement and all matters relating to it shall be governed by the laws of the State of California and any action brought relating to this Agreement shall be held exclusively in a state court in the County of Riverside.

27. Authority to Enter Agreement. Consultant has a ll requisite power and authority to conduct its business and to execute, deliver, and p erform the Agreement. Each party warrants that the individuals who have signed this Agreement have the legal power, right, and authority to DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1

make this Agreement and to bind each respective party. The City Manager is authorized to enter into an amendment or otherwise take action on behal f of the City to make the following modifications to the Agreement: (a) a name change; (b) grant extensions of time; (c) non- monetary changes in the scope of services; and/or (d) suspend or terminate the Agreement.

28. Counterparts. This Agreement may be executed i n several counterparts, each of which shall constitute one and the same instrument and shall become binding upon the parties when at least one copy hereof shall have been signe d by both parties hereto. In approving this Agreement, it shall not be necessary to produce or account for more than one such counterpart.

29. Entire Agreement; Incorporation; Conflict. This Agreement contains the entire understanding between the parties relating to the o bligations described herein. All prior or contemporaneous understandings, agreements, represe ntations and statements, oral or written, are superseded in total by this Agreement and shall be of no further force or effect. Consultant’s Proposal is incorporated only for the description o f the scope of services and/or the schedule of performance and no other terms and conditions from such proposal shall apply to this Agreement unless specifically agreed to in writing. In the e vent of conflict, this Agreement shall take precedence over those contained in the Consultant’s Proposal.

30. Amendments. This Agreement may be modified or amended only by a written document executed by both Consultant and City and approved as to form by the City Attorney.

[Signatures on next page]
DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1

IN WITNESS WHEREOF, the parties have caused this Agreement to be executed on the date first written above.

“CITY”
CITY OF LAKE ELSINORE, a municipal
corporation

City Manager

ATTEST:

City Clerk

APPROVED AS TO FORM:

City Attorney

Assistant City Manager

“CONSULTANT”
Engineering Resources of Southern
California, Inc., a Corporation

By: Matt Brudin, P.E.

Its: Principal in Charge

Attachments: Exhibit A – Consultant’s Proposal
Exhibit B – List of Subcontractors

DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1 7/11/2023 | 2:13 PM PDT
7/17/2023 | 12:53 AM PDT
7/17/2023 | 11:35 AM PDT
7/17/2023 | 11:40 AM PDT
7/17/2023 | 11:52 AM PDT

EXHIBIT A

EXHIBIT A
CONSULTANT’S PROPOSAL
[ATTACHED]
DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1 Proposal for Plan Check Services -
Engineering Department
Submitted: March 24, 2023
DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1 Local Office:
41593 Winchester Rd., Ste. 200
Temecula, CA 92590
(909) 890-1255, [email protected]
Evaluation Period Contact:

John M. Brudin, PE
Principal in Charge
(909) 890-1255 x103
[email protected]
1861 W . Redlands Blvd. | Redlands, CA 92373
(909) 890-1255 | [email protected] | www.erscinc.com
Y ears of Service
Celebrating
Engineering Resources of Southern California, Inc.

Since 1996
March 24, 2023
City of Lake Elsinore
Engineering Department
130 South Main Street
Lake Elsinore, California, 92530
RE: Proposal for Plan Check Services - Engineering Department Dear Members of the Selection Committee,
Engineering Resources of Southern California (ERSC) is pleased to have the opportunity to submit our proposal to the City of Lake Elsinore (City) as a qualified, experienced consultant to provide Plan Check Services for the Engineering Department (Project). Based on our review of the RFP and years of experience providing plan check services to the City and local agencies, we thoroughly understand the City’s requirements and unique development setting.

Understanding
As Lake Elsinore prepares to continue its growth as an exemplary community with deep roots in the region’s history, City staff are assembling a qualified team to assist in managing that growth, including seeking the assistance of consulting plan check engineers.

Our team members bring in-depth knowledge of the policies and procedures unique to Lake Elsinore. We have crafted our proposal to highlight our expertise and knowledge of local procedures and the challenges in delivering outstanding service to Lake Elsinore’s staff, citizens, and stakeholders.

Lake Elsinore’s Engineering Resource
ERSC was founded in 1996 to provide engineering services to the public sector. The firm has delivered Plan Checking, Civil Engineering Design, Surveying, and CM/Inspection Services to numerous Cities throughout Southern California for 27 years, including the City of Lake Elsinore. Being local to the Inland Empire, ERSC maintains working relationships and valuable experience in differing design criteria and various departments of the region’s diverse public agencies.

Our proposed team has served Lake Elsinore for the entirety of our contract period and built lasting relationships with the staff, local stakeholders, and the construction professionals poised to shape the City’s future. ERSC’s goal is to maintain the continuity of our knowledge of Lake Elsinore’s current projects, processes, and standards to avoid interruption of service to fast-paced efforts.

Key Personnel
Matt Brudin, PE, will continue to act as ERSC’s Principal in Charge, guiding our team with his 35 years of experience in municipal engineering, development processes, and construction management services. Joanna Rembis, PE, will support Matt as Project Manager and direct the day-to-day tasks necessary to deliver plan check assignments. Our key personnel have access to ERSC’s 35 engineering and construction professionals located just minutes away in our Redlands and Temecula offices.

Outstanding Experience and Capabilities
ERSC’s record of outstanding service spans decades. Our team’s commitment to solidifying its reputation as a singular reliable source for municipal services never wavers. Public agencies know they can rely on ERSC, and as a result, we provide similar on-call services to multiple Cities and public agencies, including the City of Lake Elsinore. ERSC currently serves:
• City of Lake Elsinore - On-Call Plan Check Services
• City of Banning - Plan Check and Inspection Services
• City of Palm Springs – On-Call Civil Engineering Plan Check Services • City of Beaumont - On-Call Plan Check, Inspection, and Engineering Design Services • City of Rialto – On-Call Plan Checking Services
• EMWD - On-Call Land Surveyor and Document Review Services Our capabilities fit well with the goals of the City. In addition to our vast experience, our team stands out by being:
• Integrated - ERSC’s team is integrated with your processes and procedures to act as a seamless extension of City staff. Many of ERSC’s project team have served the City and its stakeholders for over eight years. The City benefits from the continuity of knowledge in utilizing ERSC’s services.
• Experienced - ERSC brings familiarity with municipal plan checking services and the special requirements pertaining to the City of Lake Elsinore and its various infrastructure, systems, staff, environment, governing bodies, stakeholders, and processes. • Advanced - ERSC is experienced in electronic review, transmittal, and receipt of plan check project documents. • Nearby - As a vendor local to Southwest Riverside County, ERSC’s local office is in the nearby City of Temecula.

On behalf of our entire project team, I would like to thank Lake Elsinore staff for the opportunity to submit our proposal to continue DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1 1861 W . Redlands Blvd. | Redlands, CA 92373
(909) 890-1255 | [email protected] | www.erscinc.com
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serving your City. Our team members will remain available throughout the evaluation period to answer any questions that arise. The individuals signing this document are authorized to bind ERSC in an agreement with the City of Lake Elsinore. This proposal and price presented herein are valid for a period of 120 days from the date of submittal.

If you have any questions regarding our proposal, please contact me at 909-890-1255 x103, or by email at [email protected].

Respectfully submitted,
John M. Brudin, PE
President
DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1 T able of Contents
Services Description ................................................................................................. 1 Firm Background .................................................................................................... 10 References ..............................................................................................................12 Project Team ...........................................................................................................17 Schedule of Fees .....................................................................................................38 DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1 Services Description
1 DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1 Services Description
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Project Understanding
ERSC understands that the City of Lake Elsinore intends to retain a professional team to support its plan review efforts for various private development and CIP projects proposed within City limits. The work includes assisting city staff in the plan and independent reviews of technical studies and reports related to onsite and offsite improvements for adherence to plans, specifications, standards, and safety guidelines.

These activities support the growth and future of communities. Interested parties invest a great deal of time and money upfront to build the communities and infrastructure that form a City. Our involvement helps guide a project to completion with the interests of the City and stakeholders in mind. As such, ERSC’s goal is to protect these interests and steward projects to approval as efficiently as possible without undue cost or burden. This understanding of the plan check processes and dedication to optimum results is the foundation of our 27-year history of serving a vast client list.

ERSC and the City of Lake Elsinore
Our team’s seven-year tenure providing plan check and miscellaneous design services in Lake Elsinore makes us uniquely familiar with the City’s needs for this type of work. We have completed over 200 individual project-related reviews in that time, and some of our team members have served the City in both Plan Check and Design roles since 2016. As a result, we are proud to maintain a close-knit relationship with the City, its staff and procedures, and local developers and contractors.

Future and On-Going Development
New growth in the City spurred by favorable economic conditions over the past four years suggests that many related projects can be expected to progress. ERSC maintains electronic records of previously reviewed plans and significant infrastructure projects. We intend to offer the City continuity in knowledge, service, and records. Some of the significant projects for which ERSC is currently providing review of grading, improvement plans, special studies include:
• Alberhill Ranch TM28214
• South Shore TM36567
• Carydon at Mission Trail
• Terracina TM36557
• The Trails at Summerly TM31920
• Viscaya TM32008
• Ridgeline TM38008220
• Ramsgate TM37382
• Wasson TM37381
ERSC’s extensive knowledge, correspondence, and documentation of projects currently in review assures that the City can expect a seamless transition to a new contract period.

Local Professional Community
In its 27 years of providing numerous services for cities and agencies across Southern California, our staff has reviewed plans prepared by a host of firms and local developers, many of whom have come to know our team well. Not only do we know what to expect from these engineers and contractors, but they also understand what to expect from ERSC.

Our processes are unwavering regardless of the party completing the work. Each project is held to the same objective requirements regardless of who may be conducting the work.

Special Considerations
Specific to the City of Lake Elsinore, ERSC has found that there are some special circumstances that may regularly impact plan checking of projects.

Standards and Codes
Private and public improvement plans submitted to ERSC for plan check will be evaluated based on numerous standards and codes.

Documents guiding the plan check process include:
• Caltrans Highway Design Manual, Traffic Manual, Standard Specifications • Riverside County Standard Plans
• Riverside County Flood Control and Water Conservation District Hydrology Manual and Design Guidelines • California Manual of Uniform Traffic Control Devices (CAMUTCD) • Greenbook Standard Plans and Specifications for Public Works Construction • California Best Management Practices Handbook for storm water BMPs • NPDES Municipal Separate Storm Sewer System (MS4) Permit 2 DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1 Services Description
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• RCFCD Drainage Master Plan
• Santa Ana Region Water Quality Management Plan Guidance & Template • SWQCB General Permits – Construction, Scrap Metal, Industrial, etc. • United Stated Army Corps of Engineers Lake Management Project Permit • Lake Elsinore Encroachment Permit Application Package • Engineering Design Guidelines Manual for the Preparation and Checking of Street Improvement • Chapter 15.72 of the Lake Elsinore Municipal Code for Grading and Erosion Control • Most recent edition of the California Building Code
• Chapter 15.64 & 15.68 of the Lake Elsinore Municipal Code for Flood Plain Management • Chapter 16 of the Lake Elsinore Municipal Code for Subdivision Development • Chapter 14.8 of the Lake Elsinore Municipal Code for Storm Water Management • City General Plan and Specific Plans
• City General and Specific Plan Transportation Elements Correspondence with Other Departments
ERSC has found coordination with other City Departments necessary in recent assignments. Specific to the City of Lake Elsinore will be the need to coordinate certain items with the departments such as Community Development for Planning items or Public Safety for Fire Department requirements in plan check.

Lake Elsinore
Lake Elsinore is the largest natural freshwater lake in Southern California. As the termination point of the San Jacinto River, the lake relies largely on rainfall with additional recycled water inflows from Elsinore Valley Municipal Water District treatment facilities. The lake is a valuable resource managed for recreational and environmental purposes. The City owns and operates many aspects of the lake, including an RV park, launch ramp, and aeration system. Army Corps of Engineers’ coordination is expected in review of projects that impact the Waters of the United States, which include the lake and some tributary channels. ERSC will review projects in the City while keeping this valuable local resource in mind.

Unique Water Quality Management Plans (WQMP)
Water Quality Management Plan (WQMP) be prepared for all projects within the Region that meet the Priority Development Project categories and thresholds listed in the Water Quality Management Plan Guidance Document for the Santa Ana Region. Typically, a Project Specific WQMP will be seen twice during the approval process for any priority project. First, during the entitlement phase as a Preliminary WQMP (PWQMP), and again during the development of construction documents as a Final WQMP (FWQMP).

During the entitlement phase, the PWQMP is reviewed to ensure adequate planning and compliance with the Guidance Document, proper application of the hierarchy of LID Site Design Best Management Practices, and that funding, inspection, and long-term maintenance of the BMPs are considered and properly thought through. Additional consideration is given to certain nuances of the WQMP . The “50% Rule” and “Highest/Best Use” are built in where applicable.

Section 1.1.2 of the WQMP describes the requirement for projects where impervious surfaces are being removed and replaced or added to existing projects and how that project should address treating runoff generated on the replaced or new impervious surfaces.

Further, Section 2.4.4 describes the need to avoid the use of infiltration-based BMPs for projects tributary to Lake Elsinore. In this case, the use of infiltration-based BMPs is considered counterproductive to the overall watershed goals, and therefore projects are required to treat and release onsite runoff.

For projects with a PWQMP , the review of the FWQMP is limited. Overall, the FWQMP will be reviewed to ensure conformance with the PWQMP , translation of the elements of the PWQMP into the final project, inclusion of the properly completed Owner’s Certification, and that fully executed maintenance and transfer agreements are provided.

Elsinore Valley Municipal Water District (EVMWD)
EVMWD serves the areas within the City with potable, waste, and recycled water services. With the EVMWD’s influence in the development of the City, ERSC will closely coordinate plan checking with the consideration of the District.

As a separate entity, EVMWD will be responsible for the review of Offsite Sewer, Water, and Recycled Water plans to their own requirements. ERSC recognizes that onsite sewer systems, water meters, hydrants, and other items will be reviewed as they impact a project’s compatibility with City requirements.

Transportation Corridors
Interstate 15 and State Route 74 border or transect the City in various directions. Permitting by Caltrans is required for work performed in and adjacent to the State’s right-of-way. ERSC has navigated Caltrans’ process in numerous projects and will utilize this experience during the review of projects for the City of Elsinore. 3 DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1 Services Description
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During past assignments, ERSC coordinated with Caltrans during widening and traffic signal modifications along Riverside Drive for the construction of the La Laguna RV Park.

Riverside County Flood Control and Water Conservation District (RCFCWCD) The Riverside County Flood Control and Water Conservation District oversees the design and development and storm drain master plans and regional flood control facilities in Southwest Riverside County, including the City of Lake Elsinore. ERSC is currently a design consultant for the RCFCWCD and understands the agency’s requirements.

Planning Documents
Development in numerous areas of the City is driven in part by the requirements of various specific plans. Specific Plans governing development in the City of Lake Elsinore include:
• Alberhill Ranch
• Alberhill Villages
• Canyon Creek/Summerhill
• Canyon Hills
• Canyon Hills Estates
• The Cape of Good Hope
• Cottage Lane
• The Diamond
• Downtown Elsinore
• East Lake
• Elsinore City Center
• La Laguna Estates
• Lakeshore Village
• Murdock Alberhill Ranch
• Nichols Ranch
• North Peak
• Outlet Center
• Ramsgate
• Spyglass Ranch
• Terracina
• Tuscany Hills
• The Village at Lakeshore
Existing development within the Specific Plans areas varies by location, and in some cases, implementation of the specific plan requirements may be driven by redevelopment. ERSC is currently involved in the implementation of large specific plans in the Cities of Chino, Rialto, Banning, and Palm Springs.

Digital Plan Checking
ERSC has been performing electronic plan checking for almost a decade. Our staff currently use Bluebeam REVU and ShareFile to serve the City of Lake Elsinore and are ready and able to adapt to any additional system that the City may elect to use.

Digital Markups
ERSC currently performs markups in a digital format for all plan checks. We receive documents through ERSC’s electronic system and distribute them internally to an engineer. The review is then completed entirely in Bluebeam REVU, allowing for accurate scaling and detailed markups. ERSC also summarizes all comments in an itemized Word document and completes the checklists provided in the City’s Design Manual. The entire package is then transmitted to the developer’s engineer for revisions and to the City for internal use.

Electronic Transmittals
ERSC currently administers electronic transmittal of projects through our own internal ShareFile system. Each project for plan check is saved to ERSC networks and added to the ShareFile suite in project-specific folders. Next, ERSC sends an email containing both a link to download the project’s plan check documents and a link for the engineer to upload revised documents for re-submittal. The ShareFile program is entirely web-based, so no additional software is needed.

Through this system, ERSC can provide the City and Design Engineer individual user access to redlined plans, plan check documents, and ERSC’s plan check tracking information. This system is used in many of ERSC’s current plan check assignments to reduce review times, eliminate costs associated with hand delivery, and establish transparency in the process for all parties.

Cost Estimate Review and Coordination
ERSC is attuned to the City’s processes. In current assignments, we compare the first and last Cost Estimates to determine any additional fees and confirm the City receives payment. This value-added service also ensures that the City is collecting fees commensurate with proposed improvements proposed and has assisted in capturing tens of thousands of dollars in overlooked permit fees. 4 DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1 Services Description
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Scope of Services
ERSC has become well-versed in the many nuances that must be observed by anyone processing plans and studies for approval within the City of Lake Elsinore. Our staff will rely on numerous codes, guidance documents, checklists, and standards to complete each review. This section will summarize the methods used to review assigned documents thoroughly.

Plan Check Reference Material
ERSC staff will reference different guidance materials based on the scope of the assignment (e.g., State Subdivision Map Act, Standard Specifications for Public Works Construction, Americans with Disabilities Act requirements, and the California Building Code). Other facets of a particular project, such as water quality or traffic improvements, are governed by the Construction General Permit, MS4 Permit, WQMP guidance document, Manual on Uniform Traffic Control Devices, State of California Highway Design Manual, Caltrans Standard Specifications, Riverside County Flood Control Hydrology Manual, and the United States Army Corps of Engineers Permit requirements. Each is applied respectively and where applicable. In addition, local guidance documents such as the City Grading Notes for Improvement Plans, City Encroachment Permit Application Package, City Municipal Code, City General Plan, and Specific Plan Elements are also applied when appropriate. Conditions of Approval are also thoroughly reviewed and applied to each project.

Process Applicable to all Plans/Subdivision Maps/Studies The below items are incorporated as applicable during the review of any plans, maps, and studies after assignment to ERSC for review. • Review initial submittal package for completeness. Items frequently required include a title report, geotechnical report, and conditions of approval.
• Verify ownership, review aerials and photos, and review onsite/adjacent conditions. Verify drawing content, including title block, file number, RCE signature block, benchmark, and proper drafting technique. Verify compliance with Conditions of Approval.

Verify general notes and content, construction notes, and quantities. Include project title, a list of utility companies with contact information, vicinity and index map, legal description, APN, site ownership, and addresses as applicable. • Review engineering design principles, requirements, and industry-standard practices. • Review special studies to ensure they are conceptually sound and meet City, County, and State Standards.

Process for Individual Improvement Plan Checking and Special Study Review Following is an outline of items that ERSC staff utilize to review specific types of plans, maps, and studies and a list of commonly reviewed documents from our experience with the City. We can elaborate as requested if the evaluation committee members deem our proposal requires expansion on potential other assignments.

Rough, Precise, Mass Grading Plans
Verify conformance with geotechnical report; show boundary information, easements, and adjacent lot numbers; show street dimensions, existing utilities, sewer lateral and water meter; reference pad elevations to TTM and surrounding drainage; review and verify perimeter conditions; cross-reference with street and drainage plans and final map; verify compliance with California Building Code for grading and accessibility; verify minimum slope requirements and drainage control at top of slope; verify slopes, top of grate and invert elevations on drains; verify retention basin and BMPs, show building locations/setbacks; show critical elevations; verify conformance with FEMA requirements.

Street Plans and Alignment Review
Verify design speed, geometrics, and cross-section; show typical section with cross fall and dimensions; verify minimum/maximum street grades and cul-de-sac design; verify structural section (AC/Base); verify bearings, curve data (centerline and curb) and stationing; show stations/elevations at intersections, EC/BC and ECR/BCR; verify “join” elevations extend topography; show saw cut line and feathered paving; provide supplemental cross sections for widening; show driveway approaches and cross gutters; in the profile, show existing/proposed profile at centerline, curb left & right; show stations at begin/end construction, intersection, EC/BC and even stations; show slope, elevations at critical points and grade breaks; show the location, length, and PI for vertical curves; show projection and length of curb returns/verify design; profile “grade to drain” and show elevations.

Storm Drain Plans
Verify size and design flow per City’s Master Plan, if applicable; design per Flood Control standards; verify alignment, geometrics, and stationing; show existing utilities (OH/UG); show catch basins, manholes/junction structures and inlet/outlet structures with details when required; show, obtain, and/or verify drainage easements; show invert elevations at inlet/outlet, structures, and grade breaks; verify design flow and street capacity with hydrology study; show HGL, flow rate, and velocity for main line and lateral; coordinate with hydraulic calculations; verify coordination with regulatory agencies as required. Storm drain plans will be checked against hydrology and hydraulic calculations.

Onsite Pipeline (Sewer, Water, Recycled) Plans
Location (new tract, ROW or easement); supporting documents (hydraulic models, geotechnical); sheet layout and contents per City requirements; stations and elevations at valves, fittings, manholes, laterals and fire hydrants; show all existing and proposed utilities and appurtenances; detail/callout connection/stub out points; verify depth appropriate for pipe size/location; verify line data; ensure 5 DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1 Services Description
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looping provided as applicable; show pavement limits; show location of above and underground features; detail any necessary encasements at walls and medians; show meter/service location, separations, and size; show lot lines and numbers; verify hydrant/manhole/valve spacing, location, joints, sizes; verify DCDA spacing, location, joints, sizes; check elevations, slope, distances, stationing, size, materials, and crossings in profile; verify size per master plan; verify thrust restraint and AR/AV calculations; verify compliance with separation requirements; verify cross- connection requirements.

Final Parcel and Tract Maps
Verify overall format complies with Riverside County map manual; verify conformance with tentative map and conditions of approval; review and verify content of title report, vesting deed and Schedule B documents; verify content of title sheet and required certificates; verify dedications required by conditions of approval in owners’ certificate and acceptance thereof; verify survey procedure including location/description of existing monuments, review and verify closure calculations; basis of bearings, and methods of re-establishing monuments; measured and record bearings, distances and curve data; lots and streets numbered and named, lot width and depth, street dimensions and radii and cul-de-sac and knuckle design; monumentation for streets and lots, centerline intersection, EC/BC and center of cul-de-sac, distinct boundary and lot corners.

Maps, Survey/Legal Documents
Check to assure compliance with applicable provisions of the State Subdivision Map Act, Land Surveyor’s Act, City Municipal Code, Conditions of Approval and other City requirements, and all other applicable state statutes and local ordinances; review of map sheets for centerline control, lot closure calculations, mathematical accuracy, surveyor notes and symbols, monumentation per City Standards, and survey procedures; review of boundary retracement procedures and title reports; review of format statements and certificates; conformance to City’s preferred format and layout; review legal description for accuracy and proper acknowledgment of record and easement documents; review and verify closure calculations, review plat for proper identification of R/W, lot lines, easements and location of existing structures and utilities.

Hydrology and Hydraulics Calculations
Verify compliance with Flood Control methods and City requirements; verify design criteria; review and verify critical design values; review and verify model input/output and content of hydrology map; and verify narrative content. For hydraulic calculations, verify mainline, lateral and catch basin design flow, review and verify model input/output; verify methods of analysis; review design methods of catch basins, hydraulic structures and outlet protection; review maximum velocity, junction losses, freeboard and outlet conditions; and verify hydraulic data on storm drain plans.

Water Quality Management Plans
Verify stormwater management requirements applicable to the project, source control/site design, pollutant controls and hydromodification management; review performance requirements for source control and site design BMPs, storm water pollutant control BMPs and hydromodification management BMPs. For a Standard WQMP verify project information and ownership, construction storm water BMPs, post construction source control BMPs and post construction site design BMPs. For Priority Development Projects, verify onsite pollutant control BMPs or combination BMPs, BMP selection process and BMP sizing necessary to meet stormwater pollutant control standards.

Special Traffic Studies, Impact Analysis, Scoping Letters Confirm approval of scoping agreement; verify project characteristics; evaluate traffic forecasts and supporting data; review/verify existing conditions; review future conditions without the project including intersections and roadway segment analyses; review future conditions with the project including intersections and roadway segments analyses; review the transportation management plan; verify/review study intersections and roadway segments; review traffic forecasting for existing conditions, future growth, ambient growth, and related projects; review/verify future changes to the transportation network; verify methodology; and, verify trip generation and distribution.

Signing and Striping, Traffic Signal Plans
Review/verification of existing utilities, subsurface and overhead obstructions; construction notes and standard plan references; review pole locations, mast arm lengths; review/evaluate conduit layout and sizing, pull box locations; verify controller location and type, service connection, and pedestal location; review pole and equipment schedule, conductor schedule and phase diagram; verify location of loop detectors or video detection zones; review/verify directional and warning signage, street name signs (illuminated v. non illuminated); review and verify vehicle storage (que), striping, pavement markings, and advanced warnings. Review plans against current traffic engineering design standards, guidelines, and practices; City standards for street construction; City’s Guidelines for Bicycle Facilities; adhere to the Caltrans Highway Design Manual, Caltrans Traffic Manual, CA MUCTD and Caltrans Standard Plans and Specifications.

Engineering Cost Estimates
Verify format adheres to City requirements; verify all information called out for construction is included; check quantities against plan; verify construction notes correspond; verify correct unit costs; ensure contingency included; provide civil engineer’s stamp and signature.

Structural Review (Structures and Walls)
Review Geotechnical report and recommendations; review/verify design methods and assumptions; verify design criteria (i.e., bearing 6 DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1 Services Description
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pressure, passive pressure, wind loads); review and verify calculations and factor safety; verify footing dimensions, steel, and grout requirements; verify and evaluate existing/proposed improvements; verify field conditions and constraints; review/evaluate geotechnical data, limits of flooding; review alignment/geometry for compliance with accepted criteria, Caltrans requirements; review design and location/spacing of spread footings/pilings; review design and location of abutments and wing/retaining walls;eEvaluate drainage and drainage mitigation.

Erosion and Sediment Control Plans
Verify plan adheres to City requirements; verify WDID Number; verify perimeter protection; verify inlet protection; check BMPs with CASQA recommendations; verify retention basin and BMPs, show building locations/setbacks perimeter walls and retaining walls; verify stabilized construction entrance; verify equipment staging areas; verify materials storage areas; ensure offsite inlet protection where applicable.

Construction Detour Plans
Review plans against current traffic engineering design standards, guidelines, and practices; adhere to the Caltrans Highway Design Manual, Caltrans Traffic Manual, CA MUCTD, and Caltrans Standard Plans and Specifications; sign legend to be provided; review schedule and duration; ensure special provisions for schools and other facilities are met.

Street Light Plans and Voltage Drop Calculations
Verify conformance with the Standard Specifications for street lights, and drafting standards; verify location at intersections, along roadways, and placement within median islands; verify pole spacing and illumination requirements; verify pole height, mast arm length, and luminaire; verify foundation requirements and location, pedestal location, service points and availability of service; verify conduit layout, size, and material; verify circuit design; calculate voltage drop throughout system/circuit.

Soils Reports and Geotechnical Reports
Review and comment on private project geotechnical and geology reports including but not limited to soil stability, soil composition, liquefaction, compaction, foundations, etc.; review road structural calculations and any trench backfill recommendations; development of geotechnical and geology reports for limited special public projects, as well as peer review of geotechnical and geology reports; prepare review comments and conditions of approval of soils reports in a written format that is acceptable to the City; review responses to review comments provided by the developer’s soils engineer; work with developer’s soils engineer to resolve issues generated by review comments; attend meetings with the City, developers, builders, engineers, and consultants in a timely manner to resolve issues generated during the report review process or during construction; review soils reports submitted by the developer’s soils engineer for proposed changes during grading; provide technical support to the City for geotechnical engineering and geologic related issues on an as-needed basis; provide grading inspection services on an as-needed basis to ensure compliance with City approved plans and standards.

Additional Services
ERSC is accustomed to providing certain additional assistance services as a part of Plan Check services. Some of the commonly provided services are outlined below.

City Surveyor
ERSC acts as City Surveyor for numerous Cities in the Southern California region. As such, Erik Howard PE, PLS, will continue to provide this service to the City of Lake Elsinore. ERSC’s representative will sign and stamp maps on behalf of the City of Lake Elsinore.

Traffic/Transportation Engineering
Preparation of related plans, documents, and technical studies on the impact and mitigations related to traffic circulation in compliance with the City’s TIA Guidelines.

STC will act as a subconsultant to ERSC’s team, and its registered traffic engineers and transportation design personnel can field these tasks with compliance to all city and local requirements.

Project Review Schedule
The project schedule will be determined and maintained by the project applicant. The project review schedule shall be as stated in the RFP and as outlined below.

Submittal Standard Plan Review Plan Submittal
First Submittal 10 Working Days ElectronicSubsequent Submittals 5 Working Days For expedited project review, the following schedule will apply.

Expedited Plan Review Plan Pickup Expediting Fee
50% of Standard Plan Review As soon as possible. 150% of Standard Fee 7 DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1 Services Description
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Work Flow Methodology
Comprehensive Electronic Record Keeping
All plan check information is saved on our network for access. Redlines, transmittals, emails, supporting documents, and tracking logs are all available to ERSC staff in a central location.

Plan Check Software & Bluebeam REVU
ERSC utilizes Bluebeam Review to perform all plan check redlines. The software facilitates clarity, precision, and speed in redlining plan check projects. ERSC has been utilizing Bluebeam in various capacities since 2017, with the complete migration of our team to the software in 2020.

We are aware of the City’s efforts to implement Bluebeam Studio to transmit plans for corrections and documenting changes. ERSC will adapt to the City’s preferred methods as implemented.

Comment Memo
As a part of the plan check process, ERSC summarizes all plan check comments in a memo format. Most frequently, our comments are summarized by sheet or section number and accompany the redlines with delivery. Some additional comments are occasionally included in the memos when requesting additional information or compliance with certain conditions of approval. The memo is compiled in word format to allow the engineer of record to reply to any ERSC comment.

Internal Tracking and Assignment
ERSC assigns plan checks to internal staff utilizing our dedicated plan review software platform. Plans are assigned to an engineer with the applicable due dates, notes, and other information. Upon review completion, the engineer will assign to QA/QC, who will review and add additional comments as necessary. When QA/QC is complete, the QA/QC will assign to admin staff for package and electronic delivery. This system allows ERSC to monitor status on a per-client and per-project basis to allow for adherence to established schedules and quality expectations.

Electronic Capabilities
ERSC provides successful electronic plan check delivery to most clients utilizing our internal Sharefile system. The current system facilitates delivery, receipt, and City access to files, developer restrictions to only their files, and notifications of uploads and deliveries. In addition, City staff have been provided credentials to access files as needed for their reference.

Task Order Accounting
ERSC is familiar with the accounting for charges in plan check projects on a task order basis. We utilize Deltek Ajera (ERP), a Financial Management System that tracks time and expenses in real time. Using ERP , ERSC assigns each task an individual phase number in the system using City’s tracking/file information and the project name. Every hour logged on a time card is instantly reflected in our system.

This allows our project managers to control budgets as the project progresses. Upon invoicing, the City can reference each project’s charges by its tracking/file information and the project name as well as an overall cost accounting for the billing period. Hours spent, billing rates, and overall charges by project and team member are all available for reference on each invoice and in the ERP system. 8 DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1 Services Description
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ERSC Plan Check Process
9 DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1 Schedule of Fees
38 DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1 Schedule of Fees
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The below provides information regarding ERSC’s fees to perform Plan Checking Services in the City of Lake Elsinore. The below fees are intended to duplicate those in the RFP . ERSC currently works within the presented fee structure in the City and will be able to seamlessly transition to a new contract without interruption. We have also included ERSC’s Schedule of Hourly Billing Rates to be applied during assignments that may require work on a time and materials basis.

I. Grading and Drainage Plans
Cubic Yards Current City Grading Plan Check Fee ERSC Fee Expedited Fee 100 Cubic Yards or Less $200.00 85% 150% of Standard
101 – 1,000 Cubic Yards $220.00 for the first 100 cubic yards, plus $50.00 for each additional 100 cubic yards or fraction thereof x 91%
85% 150% of Standard
1,001 – 10,000 Cubic Yards $670.00 for the first 1,000 cubic yards, plus $50.00 for each additional 1,000 cubic yards or fraction thereof x 91%
85% 150% of Standard
10,001 – 100,000 Cubic Yards $1,120.00 for the first 10,000 cubic yards, plus $190.00 for each additional 10,000 cubic yards or fraction thereof x 91%
85% 150% of Standard
100,001 – 400,000 Cubic Yards $2,830.00 for the first 100,000 cubic yards, plus $110.00 for each additional 100,000 cubic yards or fraction thereof x 91% 85% 150% of Standard
Over 400,000 Cubic Yards $6,130.00 for the first 400,000 cubic yards, plus $110.00 for each additional 100,000 cubic yards or fraction thereof x 91% 85% 150% of Standard
REVISIONS to approved plans $450.00 per sheet 85% 150% of Standard II. Road, Street, and Utility Improvement Plans
Subdivision /Commercial Estimate Current City Plan Check Fees ERSC Fee Expedited Fee 0-$50,000 4.5% 85% 150% of Standard
$50,000-$300,000 4.0% 85% 150% of Standard
$300,000-$700,000 3.5% 85% 150% of Standard
$700,000-$1,000,000 3.0% 85% 150% of Standard
$1,000,000 and greater 2.5% 85% 150% of Standard
Revised or Redesigned Public Works Improvement Plans $450 per sheet 85% 150% of Standard Streetlights as separate plan check, Traffic Signing & Striping, Traffic Control, Haul Route Plans (as part of improvement plan set) $450 per sheet 85% 150% of Standard
Traffic Control as part of encroachment permit application (11x17) Per hour rate for review Per attached rate sheet. 150% of Standard Non Subdivision-Single Family Residential Current City Plan Check Fees ERSC Fee Expedited Fee Public Works Improvement Plans-Based On Engineer’s Estimate 7.5% 85% 150% of Standard III. Other Plan Checks
Other Plan Checks Current City Plan Check Fees ERSC Fees Expedited Fee Final Tract Map $1,700 + $55 per lot 85% 150% of Standard Parcel Map $1,600 + $45 per lot 85% 150% of Standard
Redesigned Tract/Parcel Maps in Process $450 per sheet 85% 150% of Standard Revised Approved Tract/Parcel Maps $450 per sheet 85% 150% of Standard Lot Line Adjustments-Two Lots Only $400 85% 150% of Standard Lot Line Adjustment-More than two lots $500 + $55 per lot 85% 150% of Standard Dedication: Easement, Right of Way $440 85% 150% of Standard Certificate of Compliance $450 85% 150% of Standard
Parcel Merger $400 + $25 per lot 85% 150% of Standard
Street Abandonment/Vacation $1,100 85% 150% of Standard Certificate of Correction $450 85% 150% of Standard
Water Quality Management Plan (WQMP) Review - PRELIMINARY $1,750 85% 150% of Standard Water Quality Management Plan (WQMP) Review - FINAL $1,750 85% 150% of Standard Hydraulic and Hydrology Report $1,200 85% 150% of Standard Soils/Geotechnical Report $1,200 85% 150% of Standard
39 DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1 Y ears of Service
Celebrating
Engineering Resources of Southern California, Inc.

Since 1996
Engineering Resources of Southern California, Inc. | Schedule of Rates Professional Staff
President ........................................................................... $285.00 Vice President .................................................................... $245.00 Sr. Principal Engineer ......................................................... $240.00 Principal Engineer .............................................................. $215.00 Assistant Principal Engineer .............................................. $200.00 Engineer V ......................................................................... $180.00 Engineer IV ........................................................................ $165.00 Engineer III ........................................................................ $150.00 Engineer II ......................................................................... $135.00 Engineer I .......................................................................... $120.00 Engineering Staff
Principal Engineering Associate ......................................... $195.00 Senior Engineering Associate ............................................ $175.00 Engineering Associate V .................................................... $155.00 Engineering Associate IV ................................................... $135.00 Engineering Associate III.................................................... $125.00 Engineering Associate II..................................................... $110.00 Engineering Associate I...................................................... $105.00 Engineering Aide II .............................................................. $60.00 Engineering Aide I ............................................................... $55.00 Survey Staff and Services
Principal Surveyor.............................................................. $200.00 Senior Surveyor ................................................................. $165.00 Surveyor III ........................................................................ $130.00 Surveyor II ......................................................................... $115.00 Surveyor I .......................................................................... $100.00 2-Man Survey Crew (Std Equipment/Truck) ...................... $300.00 1-Man Survey Crew (Std Equipment/Truck) ...................... $235.00 3rd Man on Survey Crew ................................................... $130.00 Construction Support Staff
Construction Manager ....................................................... $200.00 Chief Construction Inspector ............................................. $155.00 Sr. Construction Inspector ................................................. $145.00 Construction Inspector ...................................................... $135.00 Inspector Overtime (Hours 8-12/Saturdays) ..................... $185.00 Inspector Overtime (Hours 12+/Sundays) ......................... $220.00 Administrative Staff
Operations Manager ......................................................... $110.00 Operations Specialist ........................................................... $95.00 Administrative Assistant II ................................................... $85.00 Administrative Assistant I .................................................... $75.00 Other Direct Expenses
Vehicle Mileage ................................................ $0.70/Mile Subconsultant ................................................... Cost + 20% Reimbursable Expenses/Charges ..................... Cost + 15% Forensic Analysis ................................. Standard Rate X 2 Expert Witness .................................... Standard Rate X 3 NOTE: All rates hereon are subject to
automatic increase upon July 1st of each
year. Rates will be adjusted by the percent
increase in California Consumer Price Index-
All Urban Consumers for the twelve-month period
ending February as calculated by the California Department of Industrial Relations (CADIR) California Consumer Price Index Calculator. Prevailing Wage Rates are dictated by the CADIR.

All classifications which are subject to Prevailing Wages will be adjusted when revised determinations are published by the CADIR.

Unless otherwise established by contractual agreement,
payment is due and payable upon receipt. Payment is considered delinquent if not paid within 30 days of invoice date. If payment is not completed within agreed terms, Client agrees to pay a service charge on the amount past due at the rate of 1.5% per month (18% per annum).

January 1, 2023
40 DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1

F E E S C H E D U L E
Execut
ive/Management Classifications  Hourly Rate
Principal‐In‐Charge  $270
Senior Principal Manager  $250
Principal Manager  $230
Senior Project Manager  $210
Project Manager  $190
Professional Engineering Classifications
Principal Engineer  $220
Senior Project Engineer  $200
Project Engineer  $180
Associate Engineer  $150
Assistant Engineer  $120
Professional Planning Classifications
Principal Planner  $190
Senior Project Planner   $170
Project Planner  $150
Associate Planner  $130
Assistant Planner  $110
Technical/Specialized Classifications
Senior Technical Specialist  $200
Construction Manager  $190
Project Technical Specialist  $180
Construction Engineer/Inspector  $170
Other Classifications
Intern  $90
Expert Witness  $350
STC Traffic is a local
business and there are no direct costs for mileage.

Outsourced r eimbursable expenses such as printing and reproduction, deliveries and overnight shipping, computerized plotting, materials, etc., will be charged to the client at the consultant’s cost without mark‐ up.
41 DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1 Y ears of Service
Celebrating
Engineering Resources of Southern California, Inc.

Since 1996
DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE

THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.

INSURER(S) AFFORDING COVERAGE
INSURER F :

INSURER E :

INSURER D :

INSURER C :

INSURER B :

INSURER A :

NAIC #
NAME:

CONTACT
(A/C, No):

FAX
E-MAIL
ADDRESS:

PRODUCER
(A/C, No, Ext):

PHONE

INSURED
REVISION NUMBER:CERTIFICATE NUMBER:COVERAGES
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.

If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).

THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS

CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.

OTHER:
(Per accident)
(Ea accident)
$
$
N / A
SUBR
WVD
ADDL
INSD

THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS

CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. $ $
$
$PROPERTY DAMAGE
BODILY INJURY (Per accident)
BODILY INJURY (Per person)

COMBINED SINGLE LIMIT

AUTOS ONLY

AUTOSAUTOS ONLY

NON-OWNED

SCHEDULEDOWNED

ANY AUTO

AUTOMOBILE LIABILITY
Y / N

WORKERS COMPENSATION

AND EMPLOYERS' LIABILITY
OFFICER/MEMBER EXCLUDED?
(Mandatory in NH)
DESCRIPTION OF OPERATIONS below
If yes, describe under

ANY PROPRIETOR/PARTNER/EXECUTIVE
$
$
$
E.L. DISEASE - POLICY LIMIT
E.L. DISEASE - EA EMPLOYEE
E.L. EACH ACCIDENT
ER
OTH-

STATUTE
PER

LIMITS(MM/DD/YYYY)

POLICY EXP
(MM/DD/YYYY)

POLICY EFF

POLICY NUMBERTYPE OF INSURANCELTR
INSR
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)

EXCESS LIAB
UMBRELLA LIAB $EACH OCCURRENCE
$AGGREGATE
$
OCCUR

CLAIMS-MADE
DED RETENTION $
$PRODUCTS - COMP/OP AGG
$GENERAL AGGREGATE
$PERSONAL & ADV INJURY
$MED EXP (Any one person)
$EACH OCCURRENCE

DAMAGE TO RENTED
$PREMISES (Ea occurrence)

COMMERCIAL GENERAL LIABILITY

CLAIMS-MADE OCCUR
GEN'L AGGREGATE LIMIT APPLIES PER:

POLICY PRO-

JECT LOC

CERTIFICATE OF LIABILITY INSURANCE

DATE (MM/DD/YYYY)

CANCELLATION

AUTHORIZED REPRESENTATIVE
ACORD 25 (2016/03)
© 1988-2015 ACORD CORPORATION. All rights reserved.

CERTIFICATE HOLDER
The ACORD name and logo are registered marks of ACORD
HIRED

AUTOS ONLY
8/29/2022
Cavignac
451 A Street, Suite 1800
San Diego CA 92101
Certificate Department
619-744-0574
619-234-8601
[email protected]
Travelers Property Casualty Company of America
25674
ENGIRES-01
Berkley Insurance Company
32603
Engineering Resources Of Southern California, Inc.
1861 W. Redlands Blvd, Bldg 7B
Redlands, CA 92373
Property & Casualty Ins. Co. of Hartford
34690
1965537680
A
X
1,000,000
X
1,000,000
10,000
1,000,000
2,000,000
Y
Y
6802H222963
9/1/2022
9/1/2023
2,000,000
Deductible
0 A
1,000,000
X
Y
Y
BA2S03978A
9/1/2022
9/1/2023
C
X
Y
72WEGGG6371
9/1/2022
9/1/2023
1,000,000
1,000,000
1,000,000
B
Professional Liability
AEC905799203
9/1/2022
9/1/2023
Ea Claim & Aggreg
$2,000,000
Re: Engineering Plan Check Services. Additional Insured coverage applies to General Liability and Automobile Liability for the certificate holder, its elected or appointed officers, officials, employees, agents and volunteers per policy form. Primary coverage applies to General Liability and Automobile Liability per policy form. Waiver of subrogation applies to General Liability, Automobile Liability, and Workers Compensation per policy form. Professional Liability - Claims made form, defense costs included within limit. If the insurance company elects to cancel or non-renew coverage for any reason other than nonpayment of premium Cavignac & Associates will provide 30 days notice of such cancellation or nonrenewal.

City of Lake Elsinore
130 South Main Street
Lake Elsinore CA 92530
DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1  
            
           
   
                                                                                                       
     

    
  
    
 
      
  
  
       
  
   

      
   
     

                                               
                                 
                                                                                      
                        
      

     
                                                                                                                                             Policy #BA2S03978A
DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1  
                              
                                                                                                                                                 
  
                                                                                 
            
   
                                                              
                 
                       
  
       
      
                                                                                                                                                                               
                           Policy #BA2S03978A
DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1  
                                                                                                       
  
                                                                     
                                                

                 
               
                         
             
   
   

                                             
  
                                                    
 

                                 
                  
                                                           
  
                     

                                                                                                       Policy #BA2S03978A
DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1  
                                                                            
   
                               Policy #BA2S03978A
DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1 DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1 DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1 '311)6'-%0+)2)6%00-%&-0-8=
4EKISJ 8LI8VEZIPIVW-RHIQRMX]'SQTER]%PPVMKLXWVIWIVZIH -RGPYHIWGST]VMKLXIHQEXIVMEPSJ-RWYVERGI7IVZMGIW3JJMGI-RG [MXLMXWTIVQMWWMSR '+8

G 1IXLSH3J7LEVMRK
-J EPP SJ XLI SXLIV MRWYVERGI TIVQMXW GSRXVMFYXMSR F]IUYEPWLEVIW[I[MPPJSPPS[XLMWQIXLSHEPWS
9RHIV XLMW ETTVSEGL IEGL MRWYVIV GSRXVMFYXIW
IUYEP EQSYRXW YRXMP MX LEW TEMH MXW ETTPMGEFPI
PMQMX SJ MRWYVERGI SV RSRI SJ XLI PSWW VIQEMRW [LMGLIZIVGSQIWJMVWX
-J ER] SJ XLI SXLIV MRWYVERGI HSIW RSX TIVQMX
GSRXVMFYXMSR F] IUYEP WLEVIW [I [MPP GSRXVMFYXI F] PMQMXW 9RHIV XLMW QIXLSH IEGL MRWYVIV
W
WLEVIMWFEWIHSRXLIVEXMSSJMXWETTPMGEFPIPMQMX
SJ MRWYVERGI XS XLI XSXEP ETTPMGEFPI PMQMXW SJ
MRWYVERGISJEPPMRWYVIVW
H 4VMQEV] %RH 2SR'SRXVMFYXSV] -RWYVERGI -J
6IUYMVIH&];VMXXIR'SRXVEGX
-J ]SY WTIGMJMGEPP] EKVII MR E [VMXXIR GSRXVEGX SV EKVIIQIRX XLEX XLI MRWYVERGI EJJSVHIH XS ER
MRWYVIHYRHIVXLMW'SZIVEKI4EVXQYWXETTP]SR
E TVMQEV] FEWMW SV E TVMQEV] ERH RSR
GSRXVMFYXSV] FEWMW XLMW MRWYVERGI MW TVMQEV] XS SXLIVMRWYVERGIXLEXMWEZEMPEFPIXSWYGLMRWYVIH
[LMGLGSZIVWWYGLMRWYVIHEWEREQIH MRWYVIH
ERH [I [MPPRSX WLEVI [MXL XLEX SXLIV MRWYVERGI TVSZMHIHXLEX



8LI FSHMP] MRNYV] SV TVSTIVX] HEQEKI JSV
[LMGLGSZIVEKIMWWSYKLXSGGYVWERH


8LI TIVWSREP ERH EHZIVXMWMRK MRNYV] JSV
[LMGL GSZIVEKI MW WSYKLX MW GEYWIH F] ER
SJJIRWIXLEXMWGSQQMXXIH
WYFWIUYIRX XS XLI WMKRMRK SJ XLEX GSRXVEGX SV
EKVIIQIRXF]]SY
 4VIQMYQ%YHMX
E ;I[MPPGSQTYXIEPPTVIQMYQWJSVXLMW'SZIVEKI
4EVXMREGGSVHERGI[MXLSYVVYPIWERHVEXIW
F 4VIQMYQ WLS[R MR XLMW 'SZIVEKI 4EVX EW
EHZERGITVIQMYQMWEHITSWMX TVIQMYQSRP]%X
XLI GPSWI SJ IEGL EYHMX TIVMSH [I [MPP GSQTYXI XLI IEVRIH TVIQMYQ JSV XLEX TIVMSH ERH WIRH
RSXMGIXS XLIJMVWX 2EQIH-RWYVIH 8LIHYIHEXI
JSVEYHMXERHVIXVSWTIGXMZITVIQMYQWMWXLIHEXI
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DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

Countersigned by
Authorized Representative
Form WC 04 03 06 (1) Printed in U.S.A.

Process Date:07/23/22 Policy Expiration Date:09/01/23

WAIVER OF OURRIGHT TO RECOVER FROMOTHERS ENDORSEMENT - CALIFORNIA Policy Number:72WEGGG6371 Endorsement Number:

Effective Date:09/01/22 Effective hour is the same as stated on the Information Page of the policy.

Named Insured and Address:ENGINEERING RESOURCES OF SOUTHERN CALIFORNIA INC 1861 W REDLANDS BLVD BLDG 7B
REDLANDSCA92373
We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) You must maintain payroll records accurately segregating the remuneration of your employees while engaged in the work described in the Schedule.

The additional premium for this endorsement shall be 2 % of the California workers' compensation premium otherwise due on such remuneration.

SCHEDULE
Person or Organization Job Description
Any person or organization for whom you are required by written contract or agreement to obtain this waiver of rights from us
DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1

CITY OF LAKE ELSINORE

TO BE POSTED IN A CONSPICUOUS PLACE
Business Name:

Business Location:

Owner Name(s):

BUSINESS LICENSE NO.

Issue Date:

Description:

Expiration Date:

BUSINESS LICENSE
THIS IS YOUR LICENSE • NOT TRANSFERABLE
1861 W REDLANDS BLVD BLDG B Business Type:

REDLANDS, CA 92373-3119
ENGINEERING RESOURCES OF SOUTHERN CALIFORNIA, INC.
1861 W REDLANDS BLVD BLDG B
REDLANDS, CA 92373-3119
This business license is issued for revenue purposes only and does not grant authorization to operate a business. This business license is issued without verification that the holder is subject to or exempted from licensing by the state, county, federal government, or any other governmental agency.

Administrative Services - Licensing
130 South Main Street, Lake Elsinore, CA 92530
PH (951) 674-3124
ENGINEERING RESOURCES OF SOUTHERN CALIFORNIA, INC.

JOHN M BRUDIN

PROFESSIONAL/ENGINEERS

CIVIL ENGINEER
022943
7/1/2023 6/30/2024
Starting January 1, 2021, Assembly Bill 1607 requires the prevention of gender -based discrimination of business establishments. A full notice is available in English or other languages by going to: https://www.dca.ca.gov/publications/ DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1 Certificate Of Completion
Envelope Id: 9A69F423FD7245DF82C12D77C3F43FB1
Status: Completed
Subject: Complete with DocuSign: CC Approved Engineering Resources of Southern California.pdf Source Envelope:

Document Pages: 41
Signatures: 5
Envelope Originator:

Certificate Pages: 5
Initials: 0
Nicole McCalmont
AutoNav: Enabled
EnvelopeId Stamping: Enabled
Time Zone: (UTC-08:00) Pacific Time (US & Canada)
130 S. Main Street
Lake Elsinore, CA 92530
[email protected]
IP Address: 47.180.22.242
Record Tracking
Status: Original
7/11/2023 11:34:20 AM
Holder: Nicole McCalmont
[email protected]
Location: DocuSign
Signer Events
Signature
Timestamp
Shannon Buckley
[email protected]
Assistant City Manager
Security Level: Email, Account Authentication
(None)

Signature Adoption: Pre-selected Style
Using IP Address: 47.180.22.242
Sent: 7/11/2023 11:37:10 AM
Viewed: 7/11/2023 2:12:00 PM
Signed: 7/11/2023 2:13:09 PM
Electronic Record and Signature Disclosure:

Accepted: 7/11/2023 2:12:00 PM
ID: b5efe544-7d73-4fff-9c4b-72b30ba29c9a
Barbara Leibold
[email protected]
City Attorney
Security Level: Email, Account Authentication
(None)

Signature Adoption: Pre-selected Style
Using IP Address: 70.181.104.242
Sent: 7/11/2023 2:13:10 PM
Viewed: 7/17/2023 12:53:16 AM
Signed: 7/17/2023 12:53:30 AM
Electronic Record and Signature Disclosure:

Accepted: 7/17/2023 12:53:16 AM
ID: c93ca14b-fbef-4b1d-ae4f-955e2a497153
Matt Brudin
[email protected]
President
Engineering Resource of So Cal.

Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 47.180.164.158
Sent: 7/17/2023 12:53:32 AM
Viewed: 7/17/2023 11:34:40 AM
Signed: 7/17/2023 11:35:19 AM
Electronic Record and Signature Disclosure:

Accepted: 11/4/2021 1:39:39 PM
ID: b09a441d-c189-4066-af50-3172cd416175
Jason Simpson
[email protected]
City Manager
city of Lake Elsinore
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 47.144.200.124
Signed using mobile
Sent: 7/17/2023 11:35:21 AM
Viewed: 7/17/2023 11:40:39 AM
Signed: 7/17/2023 11:40:53 AM
Electronic Record and Signature Disclosure:

Accepted: 7/17/2023 11:40:39 AM
ID: 0ec63b7a-1078-4e2a-8796-3ba245bd1a35

Signer Events
Signature
Timestamp
Candice Alvarez
[email protected]
City Clerk
City of Lake Elsiniore
Security Level: Email, Account Authentication
(None)
Signature Adoption: Uploaded Signature Image
Using IP Address: 47.180.22.242
Sent: 7/17/2023 11:40:55 AM
Viewed: 7/17/2023 11:52:28 AM
Signed: 7/17/2023 11:52:34 AM
Electronic Record and Signature Disclosure:

Accepted: 10/24/2019 11:01:03 AM
ID: 0018f862-4e7a-4c04-91a9-67d7112db44f
In Person Signer Events
Signature
Timestamp
Editor Delivery Events
Status
Timestamp
Agent Delivery Events
Status
Timestamp
Intermediary Delivery Events
Status
Timestamp
Certified Delivery Events
Status
Timestamp
Carbon Copy Events
Status
Timestamp
Luz Reyes
[email protected]
Deputy City Clerk
City of Lake Elsinore
Security Level: Email, Account Authentication
(None)
Sent: 7/17/2023 11:52:36 AM
Electronic Record and Signature Disclosure:

Not Offered via DocuSign
Witness Events
Signature
Timestamp
Notary Events
Signature
Timestamp
Envelope Summary Events
Status
Timestamps
Envelope Sent
Hashed/Encrypted
7/11/2023 11:37:10 AM
Certified Delivered
Security Checked
7/17/2023 11:52:28 AM
Signing Complete
Security Checked
7/17/2023 11:52:34 AM
Completed
Security Checked
7/17/2023 11:52:36 AM
Payment Events
Status
Timestamps
Electronic Record and Signature Disclosure

CONSUMER DISCLOSURE
From time to time, Carahsoft OBO City of Lake Elsinore (we, us or Company) may be required by law to provide to you certain written notices or disclosures. Described below are the terms and conditions for providing to you such notices and disclosures electronically through the DocuSign, Inc. (DocuSign) electronic signing system. Please read the information below carefully and thoroughly, and if you can access this information electronically to your satisfaction and agree to these terms and conditions, please confirm your agreement by clicking the ‘I agree’ button at the bottom of this document.

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At any time, you may request from us a paper copy of any record provided or made available electronically to you by us. You will have the ability to download and print documents we send to you through the DocuSign system during and immediately after signing session and, if you elect to create a DocuSign signer account, you may access them for a limited period of time (usually 30 days) after such documents are first sent to you. After such time, if you wish for us to send you paper copies of any such documents from our office to you, you will be charged a $0.00 per-page fee. You may request delivery of such paper copies from us by following the procedure described below.

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If you decide to receive notices and disclosures from us electronically, you may at any time change your mind and tell us that thereafter you want to receive required notices and disclosures only in paper format. How you must inform us of your decision to receive future notices and disclosure in paper format and withdraw your consent to receive notices and disclosures electronically is described below.

Consequences of changing your mind
If you elect to receive required notices and disclosures only in paper format, it will slow the speed at which we can complete certain steps in transactions with you and delivering services to you because we will need first to send the required notices or disclosures to you in paper format, and then wait until we receive back from you your acknowledgment of your receipt of such paper notices or disclosures. To indicate to us that you are changing your mind, you must withdraw your consent using the DocuSign ‘Withdraw Consent’ form on the signing page of a DocuSign envelope instead of signing it. This will indicate to us that you have withdrawn your consent to receive required notices and disclosures electronically from us and you will no longer be able to use the DocuSign system to receive required notices and consents electronically from us or to sign electronically documents from us.

All notices and disclosures will be sent to you electronically Unless you tell us otherwise in accordance with the procedures described herein, we will provide electronically to you through the DocuSign system all required notices, disclosures, authorizations, acknowledgements, and other documents that are required to be provided or made available to you during the course of our relationship with you. To reduce the chance of you inadvertently not receiving any notice or disclosure, we prefer to provide all of the required notices and disclosures to you by the same method and to the same address that you have given us. Thus, you can receive all the disclosures and notices electronically or in paper format through the paper mail delivery system. If you do not agree with this process, please let us know as described below. Please also see the paragraph immediately above that describes the consequences of your electing not to receive delivery of the notices and disclosures electronically from us.

Electronic Record and Signature Disclosure created on: 2/5/2018 9:41:59 AM Parties agreed to: Shannon Buckley, Barbara Leibold, Matt Brudin, Jason Simpson, Candice Alvarez How to contact Carahsoft OBO City of Lake Elsinore:

You may contact us to let us know of your changes as to how we may contact you electronically, to request paper copies of certain information from us, and to withdraw your prior consent to receive notices and disclosures electronically as follows:

To contact us by phone call: 951-674-3124 x269
To contact us by email send messages to: [email protected] To advise Carahsoft OBO City of Lake Elsinore of your new e-mail address To let us know of a change in your e-mail address where we should send notices and disclosures electronically to you, you must send an email message to us at [email protected] and in the body of such request you must state: your previous e-mail address, your new e-mail address. We do not require any other information from you to change your email address..

In addition, you must notify DocuSign, Inc. to arrange for your new email address to be reflected in your DocuSign account by following the process for changing e-mail in the DocuSign system.

To request paper copies from Carahsoft OBO City of Lake Elsinore To request delivery from us of paper copies of the notices and disclosures previously provided by us to you electronically, you must send us an e-mail to [email protected] and in the body of such request you must state your e-mail address, full name, US Postal address, and telephone number. We will bill you for any fees at that time, if any.

To withdraw your consent with Carahsoft OBO City of Lake Elsinore To inform us that you no longer want to receive future notices and disclosures in electronic format you may:
i. decline to sign a document from within your DocuSign session, and on the subsequent page, select the check-box indicating you wish to withdraw your consent, or you may; ii. send us an e-mail to [email protected] and in the body of such request you must state your e-mail, full name, US Postal Address, and telephone number. We do not need any other information from you to withdraw consent.. The consequences of your withdrawing consent for online documents will be that transactions may take a longer time to process..

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Acknowledging your access and consent to receive materials electronically To confirm to us that you can access this information electronically, which will be similar to other electronic notices and disclosures that we will provide to you, please verify that you were able to read this electronic disclosure and that you also were able to print on paper or electronically save this page for your future reference and access or that you were able to e-mail this disclosure and consent to an address where you will be able to print on paper or save it for your future reference and access. Further, if you consent to receiving notices and disclosures exclusively in electronic format on the terms and conditions described above, please let us know by clicking the ‘I agree’ button below.

By checking the ‘I agree’ box, I confirm that:
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 I can print on paper the disclosure or save or send the disclosure to a place where I can print it, for future reference and access; and
 Until or unless I notify Carahsoft OBO City of Lake Elsinore as described above, I consent to receive from exclusively through electronic means all notices, disclosures, authorizations, acknowledgements, and other documents that are required to be provided or made available to me by Carahsoft OBO City of Lake Elsinore during the course of my relationship with you.

AMENDMENT NO. 1

TO AGREEMENT FOR PROFESSIONAL SERVICES
Charles Abbott Associates, Inc.

Engineering Plan Check Services
This Amendment No. 1 to Agreement for Professional Services is made and entered into as of 8/26/2025, by and between the City of Lake Elsinore, a municipal corporation (“City), and Charles Abbott Associates, Inc., a California Corporation (“Consultant”).

RECITALS
A. The City and Consultant have entered into that certain Agreement for Professional Services dated as of 6/27/2023, (the “Original Agreement”). Except as otherwise defined herein, all capitalized terms used herein shall have the meanings set forth for such terms in the Original Agreement.

B. The Original Agreement provided for compensation to Consultant in an amount of One Hundred Thousand dollars ($200,000.00).

C. Development activity is increasing in the City with the number of plan checks and the need for services also increasing. To accommodate the increased need for services, the parties now desire to increase the payment for such services as set forth in this Amendment No

1. NOW, THEREFORE, in consideration of the mutual covenants and conditions set forth herein, City and Consultant agree as follows:

1. Section 3, Compensation, of the Original Agreement is hereby amended to read in its entirety as follows:

Notwithstanding the foregoing, for purposes of Amendment No. 1 and the term thereof, compensation to be paid to Consultant shall be in accordance with the Schedule of Charges set forth in Consultant’s Original Agreement.

In no event shall Consultant’s compensation related to Amendment No. 1 exceed One Hundred Thousand dollars ($100,000) without additional written authorization from City Council. Total compensation shall not exceed Three Hundred Thousand dollars ($300,000) annually during each fiscal year for the term of the Agreement.

Notwithstanding any provision of Consultant’s Proposal to the contrary, out of pocket expenses shall be reimbursed at cost without inflator or administrative charge. Payment by the City under this Agreement shall not be deemed a waiver of defects, even if such defects were known to the City at the time of payment.

Except for the changes specifically set forth herein, all other terms and conditions of the Original Agreement shall remain in full force and effect.

IN WITNESS WHEREOF, the parties have caused this Amendment No. 1 to be executed on the respective dates set forth below.
“CITY”
CITY OF LAKE ELSINORE, a municipal
corporation
“CONSULTANT”
Charles Abbott Associates, Inc.

City Manager
Date:

President
Date: __
ATTEST:

City Clerk
APPROVED AS TO FORM:

City Attorney

Assistant City Manager

Charles Abbott Associates Page 1

AGREEMENT FOR PROFESSIONAL SERVICES

Charless Abbott Associates, Inc.

Plan Check Services
This Agreement for Professional Services (the “Agreement”) is made and entered into as of June 27, 2023, by and between the City of Lake Elsinore, a municipal corporation (‘‘City") and Charles Abbott Associates, Inc., a corporation ("Consultant").

RECITALS
A. The City has determined that it requires the fol lowing professional services:

Plan Check Services
B. Consultant has submitted to City a proposal, dat ed March 24, 2023, attached hereto as Exhibit A (“Consultant’s Proposal”) and i ncorporated herein, to provide professional services to City pursuant to the terms of this Agreement.

C. Consultant possesses the skill, experience, abil ity, background, certification and knowledge to perform the services described in this Agreement on the terms and conditions described herein.

D. City desires to retain Consultant to perform the services as provided herein and Consultant desires to provide such professional services as set forth in this Agreement.

AGREEMENT

1. Scope of Services. Consultant shall perform the services described in Consultant’s Proposal (Exhibit A). Consultant shall provide such services at the time, place, and in the manner specified in Consultant’s Proposal, s ubject to the direction of the City through its staff that it may provide from time to time.

2. Time of Performance.
a. Time of Essence. Time is of the essence in the performance of this Agreement. The time for completion of the professio nal services to be performed by Consultant is an essential condition of this Agreement. Consu ltant shall prosecute regularly and diligently the professional services contemplated pursuant to this Agreement according to the agreed upon performance schedule in Consultant’s Proposal (Exhibit A). b. Performance Schedule. Consultant shall commence the services pursuant to this Agreement upon receipt of a written notice to proceed and shall perform all services within the time period(s) established in the Consultant’s Proposal (Exhibit A). When requested by Consultant, extensions to the time period(s) specif ied may be approved in writing by the City Manager.
c. Term. Unless earlier terminated as provided els ewhere in this Agreement, this Agreement shall continue in full force and effect for a period commencing on July 1, 2023 and DocuSign Envelope ID: 82C79182-A540-41C5-9DD2-87F066463E55

ending June 30, 2026. The City may, at its sole dis cretion, extend the term of this Agreement on a 12-month basis not to exceed 2 additional twelve (12) month renewal terms by giving written notice thereof to Consultant not less than thirty (30) days before the end of the contract term, such notice to be exercised by the City Manager.

3. Compensation. Compensation to be paid to Consultan t shall be in accordance with the fees set forth in Consultant's Proposal (E xhibit A), which is attached hereto and incorporated herein by reference. In no event shall Consultant's annual compensation exceed two hundred thousand dollars and no cents ($200,000.00) without additional written authorization from the City. Notwithstanding any provision of Consulta nt's Proposal to the contrary, out of pocket expenses set forth in Exhibit A shall be reimbursed at cost without an inflator or administrative charge. Payment by City under this Agreement shall not be deemed a waiver of defects, even if such defects were known to the City at the time of payment.

4. Method of Payment. Consultant shall promptly su bmit billings to the City describing the services and related work performed during the preceding month to the extent that such services and related work were performed. Consultant’s bills shall be segregated by project task, if applicable, such that the City receives a separate accounting for work done on each individual task for which Consultant provides servi ces. Consultant’s bills shall include a brief description of the services performed, the date the services were performed, the number of hours spent and by whom, and a description of any reimbur sable expenditures. City shall pay Consultant no later than forty-five (45) days after receipt of the monthly invoice by City staff.

5. Background Checks. At any time during the term o f this Agreement, the City reserves the right to make an independent investiga tion into the background of Consultant’s personnel who perform work required by this Agreeme nt, including but not limited to their references, character, address history, past employ ment, education, social security number validation, and criminal or police records, for the purpose of confirming that such personnel are lawfully employed, qualified to provide the subject service or pose a risk to the safety of persons or property in and around the vicinity of where the services will be rendered or City Hall. If the City makes a reasonable determination that any of Consultant’s prospective or then current personnel is deemed objectionable, then the City may notify C onsultant of the same. Consultant shall not use that personnel to perform work required by this Agreement, and if necessary, shall replace him or her with a suitable worker.

6. Suspension or Termination.
a. The City may at any time, for any reason, with o r without cause, suspend or terminate this Agreement, or any portion hereof, by serving upon the Consultant at least ten (10) days prior written notice. Upon receipt of such notice, the Consultant shall immediately cease all work under this Agreement, unless the notice pr ovides otherwise. If the City suspends or terminates a portion of this Agreement such suspens ion or termination shall not make void or invalidate the remainder of this Agreement.
b. In the event this Agreement is terminated pursua nt to this Section, the City shall pay to Consultant the actual value of the wor k performed up to the time of termination, provided that the work performed is of value to the City. Upon termination of the Agreement pursuant to this Section, the Consultant will submi t an invoice to the City, pursuant to Section entitled “Method of Payment” herein.

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7. Plans, Studies, Documents.
a. Ownership of Documents. All plans, studies, doc uments and other writings prepared by and for Consultant, its officers, emplo yees and agents and subcontractors in the course of implementing this Agreement, except worki ng notepad internal documents, shall become the property of the City upon payment to Con sultant for such work, and the City shall have the sole right to use such materials in its di scretion without further compensation to Consultant or to any other party. Consultant shall, at Consultant’s expense, provide such reports, plans, studies, documents and other writings to Cit y upon written request. City shall have sole determination of the public’s rights to documents u nder the Public Records Act, and any third- party requests of Consultant shall be immediately r eferred to City, without any other actions by Consultant.
b. Licensing of Intellectual Property. This Agreem ent creates a nonexclusive and perpetual license for City to copy, use, modify , reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied i n plans, specifications, studies, drawings, estimates, and other documents or works of authorsh ip fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consult ant shall require that all subcontractors agree in writing that City is granted a nonexclusiv e and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and a ll Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were prepared by design professionals other than Consultant or provided to Consultant by the City. City shall not be limited in any way in its use of the Documents & Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City’s sole risk. c. Confidentiality. All ideas, memoranda, specific ations, plans, procedures, drawings, descriptions, computer program data, inpu t record data, written information, and other Documents & Data either created by or provided to Consultant in connection with the performance of this Agreement shall be held confidential by Con sultant. Such materials shall not, without the prior written consent of City, be used by Consultant for any purposes other than the performance of the services under this Agreement. Nor shall su ch materials be disclosed to any person or entity not connected with the performance of the se rvices under this Agreement. Nothing furnished to Consultant which is otherwise known to Consultant or is generally known, or has become known, to the related industry shall be deem ed confidential. Consultant shall not use City’s name or insignia, photographs relating to pr oject for which Consultant’s services are rendered, or any publicity pertaining to the Consul tant’s services under this Agreement in any magazine, trade paper, newspaper, television or radio production or other similar medium without the prior written consent of City.

8. Consultant’s Books and Records.
a. Consultant shall maintain any and all ledgers, b ooks of account, invoices, vouchers, canceled checks, and other records or documents evidencing or relating to charges for services, or expenditures and disbursements charged to City for a minimum period of three (3) years, or for any longer period required by law, fr om the date of final payment to Consultant to this Agreement.

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b. Consultant shall maintain all documents and reco rds which demonstrate performance under this Agreement for a minimum peri od of three (3) years, or for any longer period required by law, from the date of termination or completion of this Agreement. c. Any records or documents required to be maintain ed pursuant to this Agreement shall be made available for inspection or audit, at any time during regular business hours, upon written request by the City Manager, Ci ty Attorney, City Auditor or a designated representative of these officers. Copies of such d ocuments shall be provided to the City for inspection at City Hall when it is practical to do so. Otherwise, unless an alternative is mutually agreed upon, the records shall be available at Consultant’s address indicated for receipt of notices in this Agreement.
d. Where City has reason to believe that such recor ds or documents may be lost or discarded due to dissolution, disbandment o r termination of Consultant’s business, City may, by written request by any of the above-named o fficers, require that custody of the records be given to the City and that the records and docum ents be maintained in City Hall. Access to such records and documents shall be granted to any party authorized by Consultant, Consultant’s representatives, or Consultant’s successor-in-interest.

9. Independent Contractor.
a. Consultant is and shall at all times remain as t o the City a wholly independent contractor pursuant to California Labor Code Section 3353. The personnel performing the services under this Agreement on beh alf of Consultant shall at all times be under Consultant’s exclusive direction and control. Neith er City nor any of its officers, employees, or agents shall have control over the conduct of Consu ltant or any of Consultant’s officers, employees, or agents, except as set forth in this A greement. Consultant shall not at any time or in any manner represent that it or any of its offic ers, employees, or agents are in any manner officers, employees, or agents of the City. Consult ant shall not incur or have the power to incur any debt, obligation, or liability whatsoever against City, or bind City in any manner. b. Notwithstanding any other federal, state and loc al laws, codes, ordinances and regulations to the contrary and except for the fees paid to Consultant as provided in the Agreement, Consultant and any of its employees, age nts, and subcontractors providing service under this Agreement shall not qualify for or becom e entitled to, and hereby agree to waive any claims to, any compensation, benefit, or any incide nt of employment by City, including but not limited to eligibility to enroll in PERS as an empl oyee of City and entitlement to any contribution to be paid by City for employer contribution and/or employee contributions for PERS benefits.

10. PERS Eligibility Indemnification. In the event that Consultant or any employee, agent, or subcontractor of Consultant providing ser vices under this Agreement claims or is determined by a court of competent jurisdiction or the California Public Employees Retirement System (PERS) to be eligible for enrollment in PERS as an employee of the City, Consultant shall indemnify, defend, and hold harmless City for the p ayment of any employee and/or employer contributions for PERS benefits on behalf of Consul tant or its employees, agents, or subcontractors, as well as for the payment of any p enalties and interest on such contributions, which would otherwise be the responsibility of City.

11. Interests of Consultant. Consultant (including principals, associates and professional employees) covenants and represents th at it does not now have any investment or interest in real property and shall not acquire any interest, direct or indirect, in the area covered DocuSign Envelope ID: 82C79182-A540-41C5-9DD2-87F066463E55

by this Agreement or any other source of income, in terest in real property or investment which would be affected in any manner or degree by the pe rformance of Consultant’s services hereunder. Consultant further covenants and repres ents that in the performance of its duties hereunder no person having any such interest shall perform any services under this Agreement.

Consultant is not a designated employee within the meaning of the Political Reform Act because Consultant:
a. will conduct research and arrive at conclusions with respect to his/her rendition of information, advice, recommendation or counsel independent of the control and direction of the City or of any City official, other than normal agreement monitoring; and b. possesses no authority with respect to any City decision beyond rendition of information, advice, recommendation or counsel. (FPPC Reg. 18700(a)(2).)

12. Professional Ability of Consultant. City has r elied upon the professional training and ability of Consultant to perform the services hereunder as a material inducement to enter into this Agreement. Consultant shall therefore provide properly skilled professional and technical personnel to perform all services under this Agreement. All work performed by Consultant under this Agreement shall be in accordance with applicab le legal requirements and shall meet the standard of quality ordinarily to be expected of co mpetent professionals in Consultant’s field of expertise.

13. Compliance with Laws.
a. Consultant shall comply with all local, state an d federal laws and regulations applicable to the services required hereunder, including any rule, regulation or bylaw governing the conduct or performance of Consultant and/or its employees, officers, or board members.
b. Consultant represents that it has obtained and w ill maintain at all times during the term of this Agreement all professional and/or business licenses, certifications and/or permits necessary for performing the services descr ibed in this Agreement, including a City business license.

14. Licenses. Consultant represents and warrants t o City that it has the licenses, permits, qualifications, insurance and approvals of whatsoever nature which are legally required of Consultant to practice its profession. Consulta nt represents and warrants to City that Consultant shall, at its sole cost and expense, keep in effect or obtain at all times during the term of this Agreement, any licenses, permits, insurance and approvals which are legally required of Consultant to practice its profession. Consultant shall maintain a City of Lake Elsinore business license.

15. Indemnity. Consultant shall indemnify, defend, and hold harmless the City and its officials, officers, employees, agents, and volunteers from and against any and all losses, liability, claims, suits, actions, damages, and causes of acti on arising out of any personal injury, bodily injury, loss of life, or damage to property, or any violation of any federal, state, or municipal law or ordinance, to the extent caused, in whole or in part, by the willful misconduct or negligent acts or omissions of Consultant or its employees, subcon tractors, or agents, by acts for which they could be held strictly liable, or by the quality or character of their work. The foregoing obligation of Consultant shall not apply when (1) the injury, loss of life, damage to property, or violation of DocuSign Envelope ID: 82C79182-A540-41C5-9DD2-87F066463E55

law arises from the sole negligence or willful misc onduct of the City or its officers, employees, agents, or volunteers and (2) the actions of Consultant or its employees, subcontractor, or agents have contributed in no part to the injury, loss of life, damage to property, or violation of law. It is understood that the duty of Consultant to indemnify and hold harmless includes the duty to defend as set forth in Section 2778 of the California Civi l Code. Acceptance by City of insurance certificates and endorsements required under this A greement does not relieve Consultant from liability under this indemnification and hold harml ess clause. This indemnification and hold harmless clause shall apply to any damages or claims for damages whether or not such insurance policies shall have been determined to apply. By e xecution of this Agreement, Consultant acknowledges and agrees to the provisions of this S ection and that it is a material element of consideration.

16. Insurance Requirements.
a. Insurance. Consultant, at Consultant’s own cost and expense, shall procure and maintain, for the duration of the contract, unless modified by the City’s Risk Manager, the following insurance policies.
i. Workers’ Compensation Coverage. Consultant shal l maintain Workers’ Compensation Insurance and Employer’s Liab ility Insurance for his/her employees in accordance with the laws of the State of California. In addition, Consultant shall require each subcontractor to similarly maint ain Workers’ Compensation Insurance and Employer’s Liability Insurance in accordance wi th the laws of the State of California for all of the subcontractor’s employees. Any noti ce of cancellation or non-renewal of all Workers’ Compensation policies must be received by the City at least thirty (30) days prior to such change. The insurer shall agree to waive all rights of subrogation against City, its officers, agents, employees and volunteers for loss es arising from work performed by Consultant for City. In the event that Consultant is exempt from Worker’s Compensation Insurance and Employer’s Liability Insurance for hi s/her employees in accordance with the laws of the State of California, Consultant sha ll submit to the City a Certificate of Exemption from Workers Compensation Insurance in a form approved by the City Attorney.
ii. General Liability Coverage. Consultant shall m aintain commercial general liability insurance in an amount not less than one million dollars ($1,000,000) per occurrence for bodily injury, personal injury and property damage. If a commercial general liability insurance form or other form with a gener al aggregate limit is used, either the general aggregate limit shall apply separately to t he work to be performed under this Agreement or the general aggregate limit shall be a t least twice the required occurrence limit. Required commercial general liability cover age shall be at least as broad as Insurance Services Office Commercial General Liabil ity occurrence form CG 0001 (ed. 11/88) or Insurance Services Office form number GL 0002 (ed. 1/73) covering comprehensive General Liability and Insurance Servi ces Office form number GL 0404 covering Broad Form Comprehensive General Liability. No endorsement may be attached limiting the coverage.

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iii. Automobile Liability Coverage. Consultant sha ll maintain automobile liability insurance covering bodily inju ry and property damage for all activities of the Consultant arising out of or in connection w ith the work to be performed under this Agreement, including coverage for owned, hired and non-owned vehicles, in an amount of not less than one million dollars ($1,000,000) combined single limit for each occurrence.

Automobile liability coverage must be at least as b road as Insurance Services Office Automobile Liability form CA 0001 (ed. 12/90) Code 1 (“any auto”). No endorsement may be attached limiting the coverage.
iv. Professional Liability Coverage. Consultant sh all maintain professional errors and omissions liability insuran ce appropriate for Consultant’s profession for protection against claims alleging negligent acts, errors or omissions which may arise from Consultant’s services under this Agr eement, whether such services are provided by the Consultant or by its employees, sub contractors, or sub consultants. The amount of this insurance shall not be less than one million dollars ($1,000,000) on a claims-made annual aggregate basis, or a combined single limit per occurrence basis. b. Endorsements. Each general liability and automo bile liability insurance policy shall be with insurers possessing a Best’s rating of no less than A:VII and shall be endorsed with the following specific language:
i. Notwithstanding any inconsistent statement in an y required insurance policies or any subsequent endorsements a ttached thereto, the protection offered by all policies, except for Workers’ Compen sation, shall bear an endorsement whereby it is provided that, the City and its offic ers, employees, servants, volunteers and agents and independent contractors, including witho ut limitation, the City Manager and City Attorney, are named as additional insureds. Ad ditional insureds shall be entitled to the full benefit of all insurance policies in the same manner and to the same extent as any other insureds and there shall be no limitation to the benefits conferred upon them other than policy limits to coverages.
ii. This policy shall be considered primary insuran ce as respects the City, its elected or appointed officers, officials , employees, agents and volunteers.

Any insurance maintained by the City, including any self-insured retention the City may have, shall be considered excess insurance only and shall not contribute with it. iii. This insurance shall act for each insured and additional insured as though a separate policy had been written for each, except with respect to the limits of liability of the insuring company.
iv. The insurer waives all rights of subrogation ag ainst the City, its elected or appointed officers, officials, employees or agents. v. Any failure to comply with reporting provisions of the policies shall not affect coverage provided to the City, its elect ed or appointed officers, officials, employees, agents or volunteers.
vi. The insurance provided by this Policy shall not be suspended, voided, canceled, or reduced in coverage or in limi ts except after thirty (30) days written notice has been received by the City.

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c. Deductibles and Self-Insured Retentions. Any de ductibles or self-insured retentions must be declared to and approved by the City. At the City’s option, Consultant shall demonstrate financial capability for payment of such deductibles or self-insured retentions. d. Certificates of Insurance. Consultant shall pro vide certificates of insurance with original endorsements to City as evidence of t he insurance coverage required herein.

Certificates of such insurance shall be filed with the City on or before commencement of performance of this Agreement. Current certificati on of insurance shall be kept on file with the City at all times during the term of this Agreement.

17. Notices. Any notice required to be given under this Agreement shall be in writing and either served personally or sent prepaid, first class mail. Any such notice shall be addressed to the other party at the address set forth below. Notice shall be deemed communicated within 48 hours from the time of mailing if mailed as provided in this section.

If to City: City of Lake Elsinore
Attn: City Manager
130 South Main Street
Lake Elsinore, CA 92530
With a copy to: City of Lake Elsinore
Attn: City Clerk
130 South Main Street
Lake Elsinore, CA 92530

If to Consultant: Charles Abbott Associates, Inc.

Attn: Rusty R. Reed
27201 Puerta Real #200
Mission Viejo, CA 92691

18. Assignment and Subcontracting. The parties rec ognize that a substantial inducement to City for entering into this Agreement is the professional reputation, experience and competence of Consultant and the subcontractors lis ted in Exhibit B. Consultant shall be fully responsible to City for all acts or omissions of an y subcontractors. Assignments of any or all rights, duties or obligations of the Consultant under this Agreement will be permitted only with the express consent of the City. Consultant shall not subcontract any portion of the work to be performed under this Agreement except as provided in Exhibit B without the written authorization of the City. If City consents to such subcontract, Consultant shall be fully responsible to City for all acts or omissions of those subcontractors. Not hing in this Agreement shall create any contractual relationship between City and any subco ntractor nor shall it create any obligation on the part of the City to pay or to see to the paymen t of any monies due to any such subcontractor other than as otherwise is required by law.

19. Waiver. Waiver of a breach or default under th is Agreement shall not constitute a continuing waiver of a subsequent breach of the sam e or any other provision under this Agreement.

20. Litigation Expenses and Attorneys’ Fees. If ei ther party to this Agreement commences any legal action against the other party arising out of this Agreement, the prevailing party shall be entitled to recover its reasonable l itigation expenses, including court costs, expert witness fees, discovery expenses, and attorneys’ fees.

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21. Mediation. The parties agree to make a good fa ith attempt to resolve any disputes arising out of this Agreement through mediation prior to commencing litigation. The parties shall mutually agree upon the mediator and share the cost s of mediation equally. If the parties are unable to agree upon a mediator, the dispute shall be submitted to JAMS or its successor in interest. JAMS shall provide the parties with the names of five qualified mediators. Each party shall have the option to strike two of the five med iators selected by JAMS and thereafter the mediator remaining shall hear the dispute. If the dispute remains unresolved after mediation, either party may commence litigation.

22. Prohibited Interests. Consultant maintains and warrants that it has not employed nor retained any company or person, other than a bo na fide employee working solely for Consultant, to solicit or secure this Agreement. F urther, Consultant warrants that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for Consultant, any fee, commission, percentage, br okerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, City shall have the right to resc ind this Agreement without liability. For the term of this Agreement, no member, officer or employee o f City, during the term of his or her service with City, shall have any direct interest in this A greement, or obtain any present or anticipated material benefit arising therefrom.

23. Equal Opportunity Employment. Consultant repre sents that it is an equal opportunity employer and it shall not discriminate against any subcontractor, employee or applicant for employment because of race, religion, color, national origin, handicap, ancestry, sex or age. Such non-discrimination shall include, but not be limited to, all activities related to initi al employment, upgrading, demotion, transfer, recruitm ent or recruitment advertising, layoff or termination.

24. Prevailing Wages. Consultant is aware of the re quirements of California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., ("Prevailing Wage Laws"), w hich require the payment of prevailing wage rates and the performance of other requirements on "public works" and "maintenance" projects.

Consultant agrees to fully comply with all applicab le federal and state labor laws (including, without limitation, if applicable, the Prevailing W age Laws). It is agreed by the parties that, in connection with the Work or Services provided pursuant to this Agreement, Consultant shall bear all risks of payment or non-payment of prevailing w ages under California law, and Consultant hereby agrees to defend, indemnify, and hold the Ci ty, and its officials, officers, employees, agents, and volunteers, free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws. The foregoing indemnity shall survive termination of this Agreement.

25. Severability. If any term or portion of this A greement is held to be invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions of this Agreement shall continue in full force and effect.

26. Controlling Law Venue. This Agreement and all matters relating to it shall be governed by the laws of the State of California and any action brought relating to this Agreement shall be held exclusively in a state court in the County of Riverside.

27. Authority to Enter Agreement. Consultant has a ll requisite power and authority to conduct its business and to execute, deliver, and p erform the Agreement. Each party warrants that the individuals who have signed this Agreement have the legal power, right, and authority to DocuSign Envelope ID: 82C79182-A540-41C5-9DD2-87F066463E55

make this Agreement and to bind each respective party. The City Manager is authorized to enter into an amendment or otherwise take action on behal f of the City to make the following modifications to the Agreement: (a) a name change; (b) grant extensions of time; (c) non- monetary changes in the scope of services; and/or (d) suspend or terminate the Agreement.

28. Counterparts. This Agreement may be executed i n several counterparts, each of which shall constitute one and the same instrument and shall become binding upon the parties when at least one copy hereof shall have been signe d by both parties hereto. In approving this Agreement, it shall not be necessary to produce or account for more than one such counterpart.

29. Entire Agreement; Incorporation; Conflict. This Agreement contains the entire understanding between the parties relating to the o bligations described herein. All prior or contemporaneous understandings, agreements, represe ntations and statements, oral or written, are superseded in total by this Agreement and shall be of no further force or effect. Consultant’s Proposal is incorporated only for the description o f the scope of services and/or the schedule of performance and no other terms and conditions from such proposal shall apply to this Agreement unless specifically agreed to in writing. In the e vent of conflict, this Agreement shall take precedence over those contained in the Consultant’s Proposal.

30. Amendments. This Agreement may be modified or amended only by a written document executed by both Consultant and City and approved as to form by the City Attorney.

[Signatures on next page]
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IN WITNESS WHEREOF, the parties have caused this Agreement to be executed on the date first written above.

“CITY”
CITY OF LAKE ELSINORE, a municipal
corporation

City Manager

ATTEST:

City Clerk

APPROVED AS TO FORM:

City Attorney

Assistant City Manager

“CONSULTANT”
Charless Abbott Associates, Inc., a
Corporation

By: Rusty R. Reed
Its: President

Attachments: Exhibit A – Consultant’s Proposal
Exhibit B – List of Subcontractors

DocuSign Envelope ID: 82C79182-A540-41C5-9DD2-87F066463E55 7/25/2023 | 10:18 AM PDT
7/26/2023 | 1:05 PM PDT
8/2/2023 | 11:33 AM PDT8/2/2023 | 11:36 AM PDT
8/2/2023 | 12:06 PM PDT

EXHIBIT A

EXHIBIT A
CONSULTANT’S PROPOSAL
[ATTACHED]
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Charles Abbott Associates, Inc. 27201 Puerta Real #200 Mission Viejo, CA 92691 Toll Free: (866) 530-4980 www.caa.inc

PROPOSAL TO PROVIDE Plan Check Services for Engineering Department City of Lake Elsinore Engineering Department 130 South Main Street Lake Elsinore, California 92530 Due Date: March 24, 2023 by 3:00 p.m.

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Table of Contents Cover Letter ............................................................................................................................... 3 Description of Services ............................................................................................................ 5 List of Current Clients .............................................................................................................. 9 Professional Services Agreement ......................................................................................... 14 Insurance Coverage ............................................................................................................... 15 History of Organization .......................................................................................................... 16 Resumes .................................................................................................................................. 18 Organizational Structure ........................................................................................................ 27

DocuSign Envelope ID: 82C79182-A540-41C5-9DD2-87F066463E55 professional government services 3
Cover Letter Charles Abbott Associates, Inc. (CAA) is pleased to offer Plan Check Services for Engineering Department to the City of Lake Elsinore (City). CAA has been providing these services to the City since 2020, and hopes to continue our relationship for many years to come. CAA is exceptionally well qualified to provide civil engineering plan check services, including plan check of commercial, industrial, and residential developments to the City. Our experience in development review includes review starting at the entitlement stage and runs through construction document preparation, construction, and inspection. We have experience in a full range of different types and sizes of development, ranging from single rural properties to master planned communities, mixed-use developments, planned unit developments and industrial/commercial business parks, to name a few. Our team of highly qualified and experienced staff has provided similar services to many cities and counties and brings numerous combined years of related experience to the table. California registered civil engineers, licensed land surveyors, and environmental scientists are available to provide back-up to the project and to meet the varying workload demands of the City. All work will be performed under the direction of a licensed engineer registered with the State of California who will review plans for compliance with all applicable codes, regulations, guidelines, and permits regarding grading, water quality, tract maps, parcel maps, street improvements, and other plan check services as required for engineering and development projects. The proposed team has many years of experience reviewing grading plans (rough and precise), stormdrain, water and sewer plans, street improvement plans, and traffic plans. As part of the review process, we also review hydraulic and hydrology reports, soil reports, structural calculations, engineering reports, and traffic studies for compliance with state and local rules and regulations, as well as general engineering practice. CAA will provide plan check services for projects including but not limited to the following: • Rough/Precise Grading • Street Improvements • Subdivision Maps • Final Tract/Parcel Maps/Legal Descriptions • Hydrology/Hydraulic • Geotechnical • Water Quality Management Reports • Erosion Control CAA's team is structured to allow flexibility in manpower and will match fluctuating workloads and priorities with proper staffing. Short-term fluctuations are leveled out through temporary use of other CAA personnel brought in for peak periods. Long-term needs are met through the addition or removal of trained staff, with City approval, as well as finding more efficient ways to manage and accomplish existing work. Our on-call plan checking service is provided by full-time and part-time plan checkers, civil as well as structural and non- structural reviewers, throughout each region and available to meet additional workload as required. CAA plan reviewers are proficient in the use of different software systems as well as Adobe Acrobat for electronic plan review. If requested by the City, CAA will provide daily pick-up and delivery of plans and specifications via a shipping service such as On-Trac or Eclipse at no additional cost to the City. Plans will be picked up and logged in the CAA plan review tracking system before being routed to the appropriate plan checker for review. CAA currently performs engineering, building and safety, and environmental plan check for cities in California, Nevada, Colorado, Florida and Georgia at our corporate office in Mission Viejo.

DocuSign Envelope ID: 82C79182-A540-41C5-9DD2-87F066463E55 professional government services 4
CAA employs only highly qualified licensed and registered professionals with extensive construction experience. Our plan review staff works closely with engineers, architects, and designers, providing greater insight as to the constructability of design and the adherence to State and Federal codes, City rules and regulations, Subdivision Map Act and acceptable engineering practices. Our corporate headquarters as well as our plan review office where we have full-time and part-time plan reviewers available to meet additional workload as required has been located in Mission Viejo, CA for the past 16 years. The presence of our local employees gives us the ability to provide additional staff without delay if workload increases or emergencies arise. This proposal shall remain valid for a period of not less than 120 days from the date of submittal, as requested by the City. By signing this letter of transmittal, CAA attests that all information submitted with the RFP is true and correct to the best of our knowledge. If there are any questions, or if any additional information is needed, please contact Mike Podegracz directly at (949) 421-8447. Sincerely, CHARLES ABBOTT ASSOCIATES, INC. Rusty R. Reed, PE, President DocuSign Envelope ID: 82C79182-A540-41C5-9DD2-87F066463E55 professional government services 5
CAA exclusively serves public agencies and is extremely proud of the track record and length of time we have continuously provided high quality, responsive, cost effective, and customer-oriented services to our clients. CAA understands the City is seeking the support of an engineering plan checking consultant for to provide on-call civil engineering plan checking services of commercial, industrial, and residential engineering for compliance with State, County, and City codes and requirements. CAA expects most of the work to be done from our corporate headquarter in Mission Viejo and will provide all materials, resources, tools and training required for our professionals to perform their assigned duties, including vehicles, cell phones, iPads, and other technology devices that enhance our service. All of our services as well as any associated costs for labor, materials, equipment and supplies necessary to provide these services are included in our fees. The proposed team has many years of experience reviewing grading plans (rough and precise), stormdrain, water and sewer plans, street improvement plans, and traffic plans. As part of the review process, we also review hydraulic and hydrology reports, soil reports, structural calculations, engineering reports, and traffic studies for compliance with state and local rules and regulations, as well as general engineering practice. CAA has the resources available to meet the City’s needs. We guarantee that we will commit the necessary resources required to achieve high-quality, fast turnaround plan check reviews. We take our commitment to superior services very seriously and undertake each project with a solemn professional obligation to serve the City and the owners, developers, engineers, and builders who process plans through the City’s plan review process. We have staff currently operating in and providing services for state and local governments in California with fast response time and maximum efficiency. We will have daily pick-up and delivery via a delivery service or complimentary over-night mail service available in addition to web based digital review throughout the life of the contract, as well as web based mail, data, and plan review services. CAA will provide guaranteed plan check turnaround times that will meet or exceed the City’s expected review timeframe, and will provide on-call emergency staff as needed. Our staffing levels will remain proportionate with the City’s workload and ensure that all plan checks are conducted in an efficient and courteous manner that is responsive to the needs of the City and the public. CAA proposes to perform all tasks associated with private development and engineering plan review. CAA will provide electronic review of project documents where possible using the City’s existing Bluebeam Revu software and meet with City staff or conduct field project reviews as needed. Our staff is technically qualified, trained, properly licensed and certified to provide all private development and engineering plan check services to meet the City’s workload needs. Key resources that will be utilized during plan check include the City’s Engineering Design Guidelines Manual, City BMP Manual, the City Municipal Code, and all other applicable State and City regulations and ordinances. Services provided include: 1. CAA will provide Digital Plan Checking Services for Private Development Projects, including grading, erosion control, streets, storm drain, sanitary sewers, reviewing and conditioning of land divisions and development – residential, commercial, and industrial plan checking; drainage and hydraulics/hydrology reviews according to City and State methodologies, lot line adjustments, tract and parcel map reviews, water quality management plans, and assuring condition compliance. 2. CAA will review plan check submittal items and reports, including road structural section calculations; hydrology and hydraulic calculations; street layout and design; structure calculations not under building permit purview; traffic reports; and quantity estimates as well as soil reports, grading, subdivision maps, erosion control, streets, sewer, storm drain, traffic signal, street lightning, retaining walls, and NPDES requirements.

Description of Services

DocuSign Envelope ID: 82C79182-A540-41C5-9DD2-87F066463E55 professional government services 6

3. CAA will provide the review of Technical Specifications for Proposed Improvements in City Road Right of Way, including preparation and review of traffic signal, signing, striping and marking plans as required, trench backfill and restoration, street lights, and road structural section components. 4. CAA will ensure the completeness of submittals and document any deficiencies as needed. Our team will conduct site visits as necessary and interact with City personnel and private contractors to resolve any issues and answer any questions. CAA will review plans for sound engineering practices and provide detailed plan check of the assigned project plans in accordance with applicable laws, standards, adopted codes and amendments. CAA will ensure accuracy of design in conformance with the City’s most current Plan Check Lists, and will provide and retain digital lists of corrections and redlines. 5. CAA will perform other related engineering services as requested by the City. Services such as site visits and plan & map preparations that do not fall under plan checks will be provided at an additional hourly rate. 6. CAA will sign maps in the capacity of City Surveyor, as requested. 7. CAA understands the importance of timely reviews and the cost to the development community caused by delays attributed to plan-check reviews, and pride ourselves on our ability to adhere to expected performance schedules at all times. CAA will review and return plans in less than 10 business days for initial submittals for both small and larger projects. Resubmittals will be reviewed within 5 business days or less. CAA does not anticipate third submittals; however, should they occur, these will be reviewed within 3 days or less. Although it is anticipated that submittals will be digital, CAA will pick-up and deliver plans and correspondence to and from the City at no additional charge to the City. Expedited plan review is available at an additional charge. PLAN REVIEW TIMEFRAMES 1st Plan Check 10 Working Days 2nd Plan Check 5 Working Days 3rd Plan Check 1-5 Working Days 8. CAA will check general mathematics and design criteria, and call for redesign of any portion of plans that show poor engineering, do not comply with the Approved Tentative Map or Conditions of Approval, might be potentially unsafe, or are impractical to build. 9. CAA accepts the City’s fee schedule and will receive 85% of the fee collected by the City for the plan check and other services covered under this proposal. For work not covered under the current scope, our Standard Fee Schedule is included below.

DocuSign Envelope ID: 82C79182-A540-41C5-9DD2-87F066463E55 professional government services 7
ENGINEERING/PUBLIC WORKS HOURLY BUILDING & SAFETY HOURLY CLASSIFICATION RATES CLASSIFICATION RATES Principal Engineer 193.00 Principal Building Official 160.00 City Engineer 149.00 Building Official 138.00 Project Manager 160.00 Senior Building Inspector* 116.00 Senior Engineer 154.00 Building Inspector/Plan Checker 107.00 Project Engineer 145.00 Building Inspector* 99.00 Associate Engineer 121.00 Permit Specialist 73.00 Code Enforcement Officer 83.00 Senior Design Engineer 127.00 Assistant/Design Engineer 108.00 COMMUNITY DEVELOPMENT HOURLY CLASSIFICATION RATES Senior Plan Check Engineer 138.00 Plan Check Engineer 116.00 Community Development Director 160.00 Principal Planner 160.00 Senior Traffic Engineer/Manager 165.00 Senior Planner 140.00 Transportation Planner 121.00 Associate Planner 120.00 Traffic Engineer Associate 105.00 Assistance Planner 105.00 Planning Technician 90.00 3-Person Survey Crew 297.00 Code Enforcement Officer 83.00 2-Person Survey Crew 231.00 OTHER HOURLY Senior Draftsperson (CADD) 105.00 CLASSIFICATIONS RATES Draftsperson (CADD) 94.00 Landscape Architect Director 138.00 Senior Public Works Inspector* 116.00 Associate Landscape Architect 105.00 Public Works Inspector* 105.00 Expert Witness Services 330.00 Senior Contract Administrator 121.00 STORM WATER HOURLY Administrative Assistant 66.00 CLASSIFICATION RATES Clerical 55.00 Environmental Project Manager 165.00 Environmental Program Manager 125.00 Environmental Plan Checker 145.00 Associate Env. Plan Checker 115.00 Environmental Analyst 105.00 Environmental Associate 95.00 Environmental Inspector 90.00 The above hourly rates include general and administrative overhead and fees and employee payroll burden. Rates are subject to an annual adjustment based upon increases adopted by Charles Abbott Associates, Inc. as reflected in the Consumer Price Index (CPI). *The Hourly Rates identified are for Non-Prevailing Wage project inspection. Hourly Rates for Prevailing Wage project inspection will be $157.00 for regular time; $198.00 for overtime on Mondays through Saturdays; and $248.00 for overtime on Sundays and Holidays. Prevailing Wage rates are subject to increases pursuant to the State of California’s Department of Industrial Wage Rate Determinations.

DocuSign Envelope ID: 82C79182-A540-41C5-9DD2-87F066463E55 professional government services 8

10. CAA will provide all the required correspondence on initial and subsequent reviews. Each plan review will be accompanied with a letter summarizing any red-line comments. This letter can be addressed through the City Engineer, assigned staff, or directly to the Designer, based upon the City’s preference. A complete redlined set of drawings and any reports will be returned to the designer for their correction. Final approved documents and mylars with plan checker initials will be sent to the City at the end of the process. 11. CAA will ensure accuracy of design in conformance with the City’s most current Review Checklists. Our plan check team is thoroughly versed in the latest adopted California Building Code, Greenbook, Caltrans Specifications, Highway Design Manual, Hydrology and Local Drainage Manuals, and various other design guidelines, and will familiarize themselves with any and all City Standards and amendments so that we may provide outstanding service in line with the expectations of the City. Our team can also draw on experience with other client cities to suggest different strategies or work on resources to enhance the City’s plan check process.

DocuSign Envelope ID: 82C79182-A540-41C5-9DD2-87F066463E55

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE

THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.

INSURER(S) AFFORDING COVERAGE
INSURER F :

INSURER E :

INSURER D :

INSURER C :

INSURER B :

INSURER A :

NAIC #
NAME:

CONTACT
(A/C, No):

FAX
E-MAIL
ADDRESS:

PRODUCER
(A/C, No, Ext):

PHONE

INSURED
REVISION NUMBER:CERTIFICATE NUMBER:COVERAGES
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.

If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).

THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS

CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.

OTHER:
(Per accident)
(Ea accident)
$
$
N / A
SUBR
WVD
ADDL
INSD

THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS

CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. $ $
$
$PROPERTY DAMAGE
BODILY INJURY (Per accident)
BODILY INJURY (Per person)

COMBINED SINGLE LIMIT

AUTOS ONLY

AUTOSAUTOS ONLY

NON-OWNED

SCHEDULEDOWNED

ANY AUTO

AUTOMOBILE LIABILITY
Y / N

WORKERS COMPENSATION

AND EMPLOYERS' LIABILITY
OFFICER/MEMBER EXCLUDED?
(Mandatory in NH)
DESCRIPTION OF OPERATIONS below
If yes, describe under

ANY PROPRIETOR/PARTNER/EXECUTIVE
$
$
$
E.L. DISEASE - POLICY LIMIT
E.L. DISEASE - EA EMPLOYEE
E.L. EACH ACCIDENT
ER
OTH-

STATUTE
PER

LIMITS(MM/DD/YYYY)

POLICY EXP
(MM/DD/YYYY)

POLICY EFF

POLICY NUMBERTYPE OF INSURANCELTR
INSR
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)

EXCESS LIAB
UMBRELLA LIAB $EACH OCCURRENCE
$AGGREGATE
$
OCCUR

CLAIMS-MADE
DED RETENTION $
$PRODUCTS - COMP/OP AGG
$GENERAL AGGREGATE
$PERSONAL & ADV INJURY
$MED EXP (Any one person)
$EACH OCCURRENCE

DAMAGE TO RENTED
$PREMISES (Ea occurrence)

COMMERCIAL GENERAL LIABILITY

CLAIMS-MADE OCCUR
GEN'L AGGREGATE LIMIT APPLIES PER:

POLICY PRO-

JECT LOC

CERTIFICATE OF LIABILITY INSURANCE

DATE (MM/DD/YYYY)

CANCELLATION

AUTHORIZED REPRESENTATIVE
ACORD 25 (2016/03)
© 1988-2015 ACORD CORPORATION. All rights reserved.

CERTIFICATE HOLDER
The ACORD name and logo are registered marks of ACORD
HIRED

AUTOS ONLY
3/17/2023
AssuredPartners Design Professionals Insurance Services, LLC 3697 Mt. Diablo Blvd Suite 230
Lafayette CA 94549
Dani Schulze
714-427-6810
[email protected]
License#: 6003745
Travelers Casualty and Surety Co of America
31194
CHARABB-01
Hartford Casualty Insurance Company
29424
Charles Abbott Associates, Inc.
27201 Puerta Real, Ste 200
Mission Viejo CA 92691
Hartford Fire Insurance Company
19682
Twin City Fire Insurance Company
29459
1080230479
C
X
1,000,000
X
300,000
10,000
1,000,000
2,000,000
Y
Y
57UUNOL5517
3/31/2023
3/31/2024
2,000,000
C
1,000,000
X
X
X
Y
Y
57UENOL5516
3/31/2023
3/31/2024
B
X
X
8,000,000
Y
57XHUOL5518
3/31/2023
Y
3/31/2024
X
10,000
D
X
Y
57WEOL6H6H
3/31/2023
3/31/2024
1,000,000
1,000,000
1,000,000
A
Professional Liability
106484363
3/31/2023
3/31/2024
Per Claim
Aggregate Limit
$2,000,000
$4,000,000
Umbrella policy is follow-form to its underlying Policies: General Liability/Auto Liability/Employers Liability Re: Engineering Plan Check Services. The City and its officers, officials, employees, servants volunteers and agents, independent contractors, City Manager and City Attorney are named as additional insureds as respects general and auto liability for claims arising from the operations of the named insured as required per written contract or agreement. Insurance coverage includes waiver of subrogation per the attached endorsement(s). 30 Day Notice will be sent to holder
City of Lake Elsinore
Attn: City Manager
130 S. Main Street
Lake Elsinore CA 92530
DocuSign Envelope ID: 82C79182-A540-41C5-9DD2-87F066463E55 POLICY NUMBER: COMMERCIAL GENERAL LIABILITY
CG 24 04 05 09

WAIVER OF TRANSFER OF RIGHTS OF RECOVERY

AGAINST OTHERS TO US
This endorsement modifies insurance provided under the following:

COMMERCIAL GENERAL LIABILITY COVERAGE PART

PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART

SCHEDULE
Information required to complete this Schedule, if not shown above, will be shown in the Declarations.

8. Transfer Of The following is added to Paragraph
Rights Of Recovery Against Others To Us of
Section IV – Conditions:

We waive any right of recovery we may have against
the person or organization shown in the Schedule
above because of payments we make for injury or
damage arising out of your ongoing operations or
"your work" done under a contract with that person
or organization and included in the "products-
completed operations hazard". This waiver applies
only to the person or organization shown in the
Schedule above.

CG 24 04 05 09 © Insurance Services Office, Inc., 2008 Page 1 of 1 Name Of Person Or Organization:
57UUNOL5517
DocuSign Envelope ID: 82C79182-A540-41C5-9DD2-87F066463E55 POLICY NUMBER COMMERCIAL GENERAL LIABILITY:

CG 20 26 04 13
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

ADDITIONAL INSURED - DESIGNATED

PERSON OR ORGANIZATION
This endorsement modifies insurance provided under the following:

COMMERCIAL GENERAL LIABILITY COVERAGE PART

SCHEDULE
Name Of Additional Insured Person(s) Or Organization(s):

Information required to complete this Schedule, if not shown above, will be shown in the Declarations.

A. Section II – Who Is An Insured is amended to B. With respect to the insurance afforded to these i
nclude as an additional insured the person(s) or additional insureds, the following is added to Section III – Limits Of Insurance:organization(s) shown in the Schedule, but only with respect
to liability for "bodily injury", "property If coverage provided to the additional insured isdamage" or "personal and advertising injury" required by a contract or agreement, the most wecaused, in whole or in part, by your acts or wi ll pay on behalf of the additional insured is theomissions or the acts or omissions of those acting amount of insurance:on your behalf: 1. Required by the contract or agreement; or1. In the performance of your ongoing operations; 2. Av ailable under the applicable Limits ofor Insurance shown in the Declarations;2. In connection with your premises owned by or whichever is less. rented to y ou.

This endorsement shall not increase the applicable However: Limits of Insurance shown in the Declarations.1. The insurance afforded to such additional insured only applies to the extent permitted by
law; and

2. If coverage provided to the additional insured is
required by a contract or agreement, the
insurance afforded to such additional insured will
not be
broader than that which you are required
by the contract or agreement to provide for such
additional insured.

CG 20
26 04 13 Page 1 of 1© Insurance Services Office, Inc., 2012

ANY PERSON OR ORGANIZATION THAT

YOU ARE REQUIRED TO INCLUDE AS

ADDITIONAL INSURED ON THE COVERAGE

FORM IN A WRITTEN CONTRACT OR

AGREEMENT THAT IS SIGNED AND

EXECUTED BY YOU BEFORE THE BODILY

INJURY OR PROPERTY DAMAGE

OCCURS AND THAT IS IN EFFECT
DURING THE POLICY PERIOD.
57UUNOL5517
DocuSign Envelope ID: 82C79182-A540-41C5-9DD2-87F066463E55

(3) Any manager, if you or the additional
insured is a limited liability company;
(4) Any "ex ecutive officer" or insurance
manager, if you or the additional insured is
a corporation;
(5) Any trustee, if you or the additional
insured is a trust; or
(6) Any elected or appointed offic
ial, if you or
the additional insured is a political
subdiv
ision or public entity.

This dut y appl ies separately to you and any
additional insured.

3. Legal Action Against Us
No person or organization has a right under this
Coverage Part:
a. To join us as a party or otherwise bring us
into a "s uit" asking for damages from an
insured; or
b. To sue us on this Cov erage Part unless all of
its terms have been fully complied with.

A person or organization may s ue us to recover
on an agreed s ettlement or on a final judg ment
against an insured; but we will not be liable for
damages that are not payable under the terms of
this Coverage Part or that are in ex
cess of the
applicable limit of insurance. An agreed
s
ettlement means a settlement and release of
liability signed by us, the insured and the
c
laimant or the claimant's legal representative.

4. Other Insurance
If other valid and collectible insurance is
available to the insured for a loss we cov
er under
Coverages A or B of this Coverage Part, our
obligations are limited as follows:
a. Primary Insurance
This insurance is primary except when b.
below applies. If other insurance is als o
primary, we will s hare with all tha t other
insurance by the method described in c.
below.
b. Excess Insurance
This insurance is excess over any of the other
insurance, whether primary, ex cess,
contingent or on any other basis:
(1) Your Work
That is Fire, Extended Coverage, Builder's
Risk, Installation Ris k or similar coverage
for "your work";
(2) Premises Rented To You
That is fire, lightning or explosion
insurance for premis
es rented to you or
temporarily occupied by you with
permis
sion of the owner;
(3) Tenant Liability
That is insurance purchased by you to
cover your liability as a tenant for
"property damage" to premises rented to
you or temporarily occupied by you with
permis
sion of the owner;
(4) Aircraft, Auto Or Watercraft
If the loss arises out of the maintenance or
use of aircraft, "autos" or watercraft to the
extent not subject to Ex
clusion g. of
Section I - Coverage A - Bodily Injury And
Property Damage Liability;
(5) Property Damage To Borrowed
Equipment Or Use Of Elevators
If the loss arises out of "property damage"
to borrowed equipment or the use of
elevators to the ex
tent not subject to
Exclusion j. of Section I - Cov erage A -
Bodily Injury And Property Damage
Liability;
(6) When You Are Added As An Additional
Insured To Other Insurance
Any other insurance av
ailable to you
covering liability for damages arising out
of the premises or operations, or products
and completed operations, for which you
hav
e been added as an additional insured
by that insurance; or
(7) When You Add Others As An
Additional Insured To This Insurance
Any other insurance av ailable to an
additional insured.

However, the following provisions apply to
other insurance available to any person or
organization who is an additional insured
under this coverage part.
(a) Primary Insurance When Required
By Contract
This insurance is primary if you have
agreed in a written contrac
t or written
agreement tha t this insurance be
primary. If other insurance is als o
primary, we will share with all that
other insurance by the method
described in c. below.
(b) Primary And Non-Contributory To
Other Insurance When Required By
Contract
If you have agreed in a written
contract, written agreement, or permit
that this insurance is primary and non-
contributory with the additional
insured's own insurance, this insurance
is primary and we will not seek
contribution from tha
t other insurance.

Policy # 57UUNOL5517
DocuSign Envelope ID: 82C79182-A540-41C5-9DD2-87F066463E55 HG 00 01 09 16 Page 17 of 21
Paragraphs (a) and (b) do not apply to
other insurance to which the additional
insured has been added as an additional
insured.

When this insurance is excess , we will hav e
no duty under Coverages A or B to defend
the insured against any "s uit" if any other
insurer has a duty to defend the insured
against that "s
uit". If no other insurer defends,
we will undertake to do s o, but we will be
entitled to the insured's rights against all
those other insurers.

When this insurance is excess ov er other
insurance, we will pay only our s hare of the
amount of the loss , if any, that ex ceeds the
sum of:
(1) The tota l amount that all such other
insurance would pay for the loss in the
absence of this insurance; and
(2) The total of all deductible and self-insured
amounts under all that other insurance.

We will s
hare the remaining loss, if any, with
any other insurance that is not described in
this Ex
cess Insurance provis ion and was not
bought s pecifically to appl y in excess of the
Limits of Insurance shown in the Declarations
of this Coverage Part.
c. Method Of Sharing
If all of the other insurance permits
contribution by equal s
hares, we will follow
this method also. Under this approach each
insurer contributes equal amounts until it has
paid its applicable limit of insurance or none
of the loss remains, whichever comes first.

If any of the other insurance does not permit
contribution by equal s
hares, we will
contribute by limits . Under this method, each
insurer's share is based on the ratio of its
applicable limit of insurance to the total
applicable limits of insurance of all insurers.

5. Premium Audit
a. We will compute all premiums for this
Cov
erage Part in accordance with our rules
and rates.
b. Premium shown in this Coverage Part as
adv
ance premium is a deposit premium only.

At the c lose of each audit period we will
compute the earned premium for that period
and s end not ice to the first Named Insured.

The due date for audit and retrospect ive
premiums is the date shown as the due date
on the bill. If the s
um of the adv ance and
audit premiums paid for the policy period is
greater than the earned premium, we will
return the excess to the first Named Insured.
c. The first Named Insured must keep records of
the information we need for premium
c
omputation, and send us copies at such
times as we may request.

6. Representations
a. When You Accept This Policy
By accepting this policy, you agree:
(1) The s tatements in the Declarations are
accurate and complete;
(2) Those s tatements are based upon
representations you made to us; and
(3) We hav e is sued this policy in reliance
upon your representations.
b. Unintentional Failure To Disclose Hazards
If unintentionally you should fail to disclose all
hazards relating to the conduct of your
business that ex
ist at the inception date of
this Cov erage Part, we shall not deny
coverage under this Cov erage Part because
of such failure.

7. Separation Of Insureds
Except with respect to the Limits of Insurance,
and any rights or duties s pecifically ass igned in
this Cov erage Part to the first Named Insured,
this insurance applies:
a. As if each Named Insured were the only
Named Insured; and
b. Separately to each insured against whom
c
laim is made or "suit" is brought.

8. Transfer Of Rights Of Recovery Against
Others To Us
a. Transfer Of Ri ghts Of Recovery
If the insured has rights to recover all or part
of any payment, including Supplementary
Payments, we have made under this
Cov
erage Part, those rights are transferred to
us. The insured must do nothing after loss to
impair them. At our reques t, the insured will
bring "suit" or transfer those rights to us and
help us enforce them.
b. Waiver Of Rights Of Recovery (Waiver Of
Subrogation)
If the insured has waived any rights of
recovery against any person or organization
for all or part of any payment , including
Supplementary Payments , we hav e made
under this Coverage Part, we also waiv e that
right, provided the insured waived their rights
of recovery against such person or
organization in a contract, agreement or
permit tha
t was executed prior to the injury or
damage.

9. When We Do Not Renew
If we decide not to renew this Coverage Part, we
will mail or deliver to the first Named Insured
shown in the Declarations written not ice of the
DocuSign Envelope ID: 82C79182-A540-41C5-9DD2-87F066463E55 POLICY NUMBER: COMMERCIAL AUTO
CA 04 44 10 13
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

WAIVER OF TRANSFER OF RIGHTS OF RECOVERY

AGAINST OTHERS TO US (WAIVER OF SUBROGATION)
This endorsement modifies insurance provided under the following:

AUTO DEALERS COVERAGE FORM

BUSINESS AUTO COVERAGE FORM

MOTOR CARRIER COVERAGE FORM
With respect to coverage provided by this endorsement, the provisions of the Coverage Form apply unless modified by the endorsement.

This endorsement changes the policy effective on the inception date of the policy unless another date is indicated below.

Named Insured:

Endorsement Effective Date:

SCHEDULE
Name(s) Of Person(s) Or Organization(s):

Information required to complete this Schedule, if not shown above, will be shown in the Declarations.

The Transfer Of Rights Of Recovery Against Others
To Us condition does not apply to the person(s) or
organization(s) shown in the Schedule, but only to the
extent that subrogation is waived prior to the "accident" or the "loss" under a contract with that person or
organization.

CA 04 44 10 13 Page 1 of 1© Insurance Services Office, Inc., 2011

ANY PERSON OR ORGANIZATION THAT

YOU ARE REQUIRED TO INCLUDE AS

ADDITIONAL INSURED ON THE COVERAGE

FORM IN A WRITTEN CONTRACT OR

AGREEMENT THAT IS SIGNED AND

EXECUTED BY YOU BEFORE THE BODILY

INJURY OR PROPERTY DAMAGE

OCCURS AND THAT IS IN EFFECT
DURING THE POLICY PERIOD.
57UENOL5516
Charles Abbott Associates, Inc.
3-31-2023
DocuSign Envelope ID: 82C79182-A540-41C5-9DD2-87F066463E55

ANY PERSON OR ORGANIZATION THAT

YOU ARE REQUIRED TO INCLUDE AS

ADDITIONAL INSURED ON THE COVERAGE

FORM IN A WRITTEN CONTRACT OR

AGREEMENT THAT IS SIGNED AND

EXECUTED BY YOU BEFORE THE BODILY

INJURY OR PROPERTY DAMAGE

OCCURS AND THAT IS IN EFFECT
DURING THE POLICY PERIOD.

COMMERCIAL AUTO
POLICY NUMBER:

THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

DESIGNATED INSURED FOR

COVERED AUTOS LIABILITY COVERAGE
This endorsement modifies insurance provided under the following:

AUTO DEALERS COVERAGE FORM

BUSINESS AUTO COVERAGE FORM

MOTOR CARRIER COVERAGE FORM
With respect to coverage provided by this endorsement, the provisions of the Coverage Form apply unless modi- fied by this endorsement.

This endorsement identifies person(s) or organization(s) who are "insureds" for Covered Autos Liability Coverage under the Who Is An Insured provision of the Coverage Form. This endorsement does not alter coverage pro- vided in the Coverage Form.

SCHEDULE
Name Of Person(s) Or Organization(s):

Information required to complete this Schedule, if not shown above, will be shown in the Declarations.

Each person or organization shown in the Schedule is ered Autos Liability Coverage in the Business Auto an "insured" for Covered Autos Liability Coverage, but and Motor Carrier Coverage Forms and Paragraph only to the extent that person or organization qualifies D.2. of Section I Covered Autos Coverages of the
as an "insured" under the Who Is An Insured provi- Auto Dealers Coverage Form. sion contained in Paragraph A.1. of Section II
Cov-
CA 20 48 10 13
Insurance Services Office, Inc., 2011 Page 1 of 1
57UENOL5516
DocuSign Envelope ID: 82C79182-A540-41C5-9DD2-87F066463E55 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

Countersigned by
Authorized Representative
(1) Printed in U.S.A.Form WC 04 03 06
Policy Expiration Date:

WAIVER OF OUR RIGHT TO RECOVER FROM

OTHERS ENDORSEMENT - CALIFORNIA
Endorsement Number:Policy Number:

Effective Date: Effective hour is the same as stated on the Information Page of the policy.

Named Insured and Address:

We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) You must maintain payroll records accurately segregating the remuneration of your employees while engaged in the work described in the Schedule.

The additional premium for this endorsement shall be 2 % of the California workers' compensation premium otherwise due on such remuneration.

SCHEDULE
Person or Organization Job Description
Any person or organization from whom you are required by written contract or agreement to obtain this waiver of rights from us
57WEOL6H6H
03/31/2023
Charles Abbott Associates, Inc.
27201 Puerta Real, Ste 200
Mission Viejo, CA 92691
03/31/2024
DocuSign Envelope ID: 82C79182-A540-41C5-9DD2-87F066463E55

CITY OF LAKE ELSINORE

TO BE POSTED IN A CONSPICUOUS PLACE
Business Name:

Business Location:

Owner Name(s):

BUSINESS LICENSE NO.

Issue Date:

Description:

Expiration Date:

BUSINESS LICENSE
THIS IS YOUR LICENSE • NOT TRANSFERABLE
27201 PUERTA REAL STE 200 Business Type:

MISSION VIEJO, CA 92691-7316
CHARLES ABBOTT ASSOCIATES, INC.
27201 PUERTA REAL STE 200
MISSION VIEJO, CA 92691-7316
This business license is issued for revenue purposes only and does not grant authorization to operate a business. This business license is issued without verification that the holder is subject to or exempted from licensing by the state, county, federal government, or any other governmental agency.

Administrative Services - Licensing
130 South Main Street, Lake Elsinore, CA 92530
PH (951) 674-3124
CHARLES ABBOTT ASSOCIATES, INC.

CHARLES ABBOTT ASSOCIATES, INC.

PROFESSIONAL/GENERAL-MISC
PLAN CHECK SERVICES – ENGINEERING

DEPARTMENT
025206
7/1/2023 6/30/2024
Starting January 1, 2021, Assembly Bill 1607 requires the prevention of gender -based discrimination of business establishments. A full notice is available in English or other languages by going to: https://www.dca.ca.gov/publications/ DocuSign Envelope ID: 82C79182-A540-41C5-9DD2-87F066463E55 AMENDMENT NO. 1

TO AGREEMENT FOR PROFESSIONAL SERVICES
Michael Baker International, Inc.

Engineering Plan Check Services
This Amendment No. 1 to Agreement for Professional Services is made and entered into as of 8/26/2025, by and between the City of Lake Elsinore, a municipal corporation (“City), and Michael Baker International, Inc., a California Corporation (“Consultant”).

RECITALS
A. The City and Consultant have entered into that certain Agreement for Professional Services dated as of 6/27/2023, (the “Original Agreement”). Except as otherwise defined herein, all capitalized terms used herein shall have the meanings set forth for such terms in the Original Agreement.

B. The Original Agreement provided for compensation to Consultant in an amount of One Hundred Thousand dollars ($200,000.00).

C. Development activity is increasing in the City with the number of plan checks and the need for services also increasing. To accommodate the increased need for services, the parties now desire to increase the payment for such services as set forth in this Amendment No

1. NOW, THEREFORE, in consideration of the mutual covenants and conditions set forth herein, City and Consultant agree as follows:

1. Section 3, Compensation, of the Original Agreement is hereby amended to read in its entirety as follows:

Notwithstanding the foregoing, for purposes of Amendment No. 1 and the term thereof, compensation to be paid to Consultant shall be in accordance with the Schedule of Charges set forth in Consultant’s Original Agreement.

In no event shall Consultant’s compensation related to Amendment No. 1 exceed One Hundred Thousand dollars ($100,000) without additional written authorization from City Council. Total compensation shall not exceed Three Hundred Thousand dollars ($300,000) annually during each fiscal year for the term of the Agreement.

Notwithstanding any provision of Consultant’s Proposal to the contrary, out of pocket expenses shall be reimbursed at cost without inflator or administrative charge. Payment by the City under this Agreement shall not be deemed a waiver of defects, even if such defects were known to the City at the time of payment.

Except for the changes specifically set forth herein, all other terms and conditions of the Original Agreement shall remain in full force and effect.

IN WITNESS WHEREOF, the parties have caused this Amendment No. 1 to be executed on the respective dates set forth below.
“CITY”
CITY OF LAKE ELSINORE, a municipal
corporation
“CONSULTANT”
Michael Baker International, Inc.

City Manager
Date:

President
Date: __
ATTEST:

City Clerk
APPROVED AS TO FORM:

City Attorney

Assistant City Manager

DocuSign Envelope ID: B6E3E1CD-E01F-4541-B3AC-C3AD34ECCEF1

AGREEMENT FOR PROFESSIONAL SERVICES
Michael Baker International, Inc.

Plan Check Services
This Agreement for Professional Services (the “Agreement”) is made and entered into as of June 27, 2023, by and between the City of Lake Elsinore, a municipal corporation (‘‘City") and Michael Baker International, Inc., a corporation ("Consultant").

RECITALS
A.

B.

The City has determined that it requires the following professional services:

Plan Check Services
Consultant has submitted to City a proposal, dated March 24, 2023, attached hereto as Exhibit A (“Consultant’s Proposal”) and incorporated herein, to provide professional services to City pursuant to the terms of this Agreement.

C. Consultant possesses the skill, experience, ability, background, certification and knowledge to perform the services described in this Agreement on the terms and conditions described herein.

D. City desires to retain Consultant to perform the services as provided herein and Consultant desires to provide such professional services as set forth in this Agreement.

AGREEMENT

1. Scope of Services. Consultant shall perform the services described in Consultant’s Proposal (Exhibit A). Consultant shall provide such services at the time, place, and in the manner specified in Consultant’s Proposal, subject to the direction of the City through its staff that it may provide from time to time.

2. Time of Performance.
a. Time of Essence. Time is of the essence in the performance of this Agreement. The time for completion of the professional services to be performed by Consultant is an essential condition of this Agreement. Consultant shall prosecute regularly and diligently the professional services contemplated pursuant to this Agreement according to the agreed upon performance schedule in Consultant’s Proposal (Exhibit A). b. Performance Schedule. Consultant shall commence the services pursuant to this Agreement upon receipt of a written notice to proceed and shall perform all services within the time period(s) established in the Consultant’s Proposal (Exhibit A). When requested by Consultant, extensions to the time period(s) specified may be approved in writing by the City Manager.
c. Term. Unless earlier terminated as provided elsewhere in this Agreement, this Agreement shall continue in full force and effect for a period commencing on July 1, 2023 and Professional Services Agreement - Michael Baker 071823R Page 1

DocuSign Envelope ID: B6E3E1CD-E01F-4541-B3AC-C3AD34ECCEF1 ending June 30, 2026. The City may, at its sole discretion, extend the term of this Agreement on a 12-month basis not to exceed two (2) additional twelve (12) month renewal terms by giving written notice thereof to Consultant not less than thirty (30) days before the end of the contract term, such notice to be exercised by the City Manager.

3. Compensation. Compensation to be paid to Consultant shall be in accordance with the fees set forth in Consultant's Proposal (Exhibit A), which is attached hereto and incorporated herein by reference. In no event shall Consultant's annual compensation exceed Two Hundred Thousand Dollar ($200,000) without additional written authorization from the City.

Notwithstanding any provision of Consultant's Proposal to the contrary, out of pocket expenses set forth in Exhibit A shall be reimbursed at cost without an inflator or administrative charge.

Payment by City under this Agreement shall not be deemed a waiver of defects, even if such defects were known to the City at the time of payment.

4. Method of Payment. Consultant shall promptly submit billings to the City describing the services and related work performed during the preceding month to the extent that such services and related work were performed. Consultant’s bills shall be segregated by project task, if applicable, such that the City receives a separate accounting for work done on each individual task for which Consultant provides services. Consultant’s bills shall include a brief description of the services performed, the date the services were performed, the number of hours spent and by whom, and a description of any reimbursable expenditures. City shall pay Consultant no later than thirty (30) days after receipt of the monthly invoice by City staff.

5. Background Checks. At any time during the term of this Agreement, the City reserves the right to make an independent investigation into the background of Consultant’s personnel who perform work required by this Agreement, including but not limited to their references, character, address history, past employment, education, social security number validation, and criminal or police records, for the purpose of confirming that such personnel are lawfully employed, qualified to provide the subject service or pose a risk to the safety of persons or property in and around the vicinity of where the services will be rendered or City Hall. If the City makes a reasonable determination that any of Consultant’s prospective or then current personnel is deemed objectionable, then the City may notify Consultant of the same. Consultant shall not use that personnel to perform work required by this Agreement, and if necessary, shall replace him or her with a suitable worker.

6. Suspension or Termination.
a. The City may at any time, for any reason, with or without cause, suspend or terminate this Agreement, or any portion hereof, by serving upon the Consultant at least ten (10) days prior written notice. Upon receipt of such notice, the Consultant shall immediately cease all work under this Agreement, unless the notice provides otherwise. If the City suspends or terminates a portion of this Agreement such suspension or termination shall not make void or invalidate the remainder of this Agreement.
b. In the event this Agreement is terminated pursuant to this Section, the City shall pay to Consultant the actual value of the work performed up to the time of termination, provided that the work performed is of value to the City. Upon termination of the Agreement pursuant to this Section, the Consultant will submit an invoice to the City, pursuant to Section entitled “Method of Payment” herein.

DocuSign Envelope ID: B6E3E1CD-E01F-4541-B3AC-C3AD34ECCEF1

7. Plans, Studies, Documents.
a. Ownership of Documents. All plans, studies, documents and other writings prepared by and for Consultant, its officers, employees and agents and subcontractors in the course of implementing this Agreement, except working notepad internal documents, shall become the property of the City upon payment to Consultant for such work, and the City shall have the sole right to use such materials in its discretion without further compensation to Consultant or to any other party. Consultant shall, at Consultant’s expense, provide such reports, plans, studies, documents and other writings to City upon written request. City shall have sole determination of the public’s rights to documents under the Public Records Act, and any third- party requests of Consultant shall be immediately referred to City, without any other actions by Consultant.
b. Licensing of Intellectual Property. This Agreement creates a nonexclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant shall require that all subcontractors agree in writing that City is granted a nonexclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were prepared by design professionals other than Consultant or provided to Consultant by the City. City shall not be limited in any way in its use of the Documents & Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City’s sole risk. c. Confidentiality. All ideas, memoranda, specifications, plans, procedures, drawings, descriptions, computer program data, input record data, written information, and other Documents & Data either created by or provided to Consultant in connection with the performance of this Agreement shall be held confidential by Consultant. Such materials shall not, without the prior written consent of City, be used by Consultant for any purposes other than the performance of the services under this Agreement. Nor shall such materials be disclosed to any person or entity not connected with the performance of the services under this Agreement. Nothing furnished to Consultant which is otherwise known to Consultant or is generally known, or has become known, to the related industry shall be deemed confidential. Consultant shall not use City’s name or insignia, photographs relating to project for which Consultant’s services are rendered, or any publicity pertaining to the Consultant’s services under this Agreement in any magazine, trade paper, newspaper, television or radio production or other similar medium without the prior written consent of City.

8. Consultant’s Books and Records.
a. Consultant shall maintain any and all ledgers, books of account, invoices, vouchers, canceled checks, and other records or documents evidencing or relating to charges for services, or expenditures and disbursements charged to City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant to this Agreement.