HomeMy WebLinkAboutDOMUSSTUDIO ARCHITECTURE LLP; 2024-11-14; PSA25-3524CADocusign Envelope ID: E20E02DB-34E8-4571-AA0A-E101C8CFA1AA
MASTER AGREEMENT FOR ARCHITECTURE/ BRIDGING SERVICES
DOMUSSTUDIO ARCHITECTURE, LLP
ATTACHMENT B
PSA25-3524CA
J IS AGREEMENT is made and entered into as of the \~ day of N o , 2024, by and between the City of Carlsbad, California, a municipal corporation,
' hereinafter referred to as "City", and Domusstudio Architecture, LLP, a limited liability partnership,
hereinafter referred to as "Contractor."
RECITALS
A. City requires the professional services of a consultant that is experienced in the
architecture and bridging field.
B. The professional services are required on a non-exclusive, project-by-project basis.
C. Contractor has the necessary experience in providing professional services and advice
related to architecture and bridging.
D. Contractor has submitted a proposal to City under Request for Qualifications (RFQ) No.
24-3430CA and has affirmed its willingness and ability to perform such work.
NOW, THEREFORE, in consideration of these recitals and the mutual covenants contained herein,
City and Contractor agree as follows:
1. SCOPE OF WORK
City retains Contractor to perform, and Contractor agrees to render, those services (the "Services") that
are defined in attached Exhibit "A", which is incorporated by this reference in accordance with this
Agreement's terms and conditions.
Contractor's obligations with respect to any project granted to Contractor under this Agreement will be
as specified in the Task Description for the project (see paragraph 5 below).
2. STANDARD OF PERFORMANCE
While performing the Services, Contractor will exercise the reasonable professional care and skill
customarily exercised by reputable members of Contractor's profession practicing in the Metropolitan
Southern California area and will use reasonable diligence and best judgment while exercising its
professional skill and expertise.
3. TERM
The term of this Agreement will be effective for a period of three (3) years from December 1, 2024,
through November 30, 2027. The City Manager may amend the Agreement to extend it for two (I)
additional one (1) year(s) periods or parts thereof. Extensions will be based upon a satisfactory review of
Contractor's performance, City needs, and appropriation of funds by the City Council. The parties will
prepare a written amendment indicating the effective date and length of the extended Agreement.
4. PROGRESS AND COMPLETION
The work for any project granted to Contractor pursuant to this Agreement will begin within ten (10) days
after receipt of notification to proceed by City and be completed within the time specified in the Task
Description for the project (see paragraph 5 below). Extensions of time for a specific Task Description may
Page 1 City Attorney Approved Version 5/22/2024
Nov. 12,2024 Item #2 Page 26 of 680
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WĂŐĞϮŝƚLJƚƚŽƌŶĞLJƉƉƌŽǀĞĚsĞƌƐŝŽŶϱͬϮϮͬϮϬϮϰ
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ĂƐĂƵƚŚŽƌŝnjĞĚďLJƚŚĞŝƚLJDĂŶĂŐĞƌ;͞ŝƌĞĐƚŽƌ͟Ϳ͘dŚĞŝƚLJDĂŶĂŐĞƌŽƌŝƌĞĐƚŽƌǁŝůůŐŝǀĞĂůůŽǁĂŶĐĞĨŽƌ
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dŚĞĐƵŵƵůĂƚŝǀĞƚŽƚĂůĨŽƌĂůůƉƌŽũĞĐƚƐĂůůŽǁĞĚƉƵƌƐƵĂŶƚƚŽƚŚŝƐŐƌĞĞŵĞŶƚǁŝůůŶŽƚĞdžĐĞĞĚĨŝǀĞŚƵŶĚƌĞĚ
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ƵƉŽŶƐŝŐŶĂƚƵƌĞďLJŽŶƚƌĂĐƚŽƌĂŶĚĨŽƌŝƚLJ͕ƚŚĞŝƚLJDĂŶĂŐĞƌŽƌŝƌĞĐƚŽƌ͕ǁŝůůďĞĐŽŶƐŝĚĞƌĞĚĂƉĂƌƚŽĨƚŚŝƐ
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ĐŽŵďŝŶĂƚŝŽŶƚŚĞƌĞŽĨ͘
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ĂŶŶŝǀĞƌƐĂƌLJŽĨƚŚĞŐƌĞĞŵĞŶƚĞĨĨĞĐƚŝǀĞĚĂƚĞĂĨƚĞƌƚŚĞŝŶŝƚŝĂůƚŚƌĞĞͲLJĞĂƌƚĞƌŵ͘ŶŝŶĐƌĞĂƐĞƚŽƚŚĞƌĂƚĞ
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ƚŚĞŵĂǀĂŝůĂďůĞĨŽƌŝŶƐƉĞĐƚŝŽŶ͘ŽŶƚƌĂĐƚŽƌƐŚĂůůƌĞƋƵŝƌĞĂŶLJƐƵďĐŽŶƚƌĂĐƚŽƌƐƚŽĐŽŵƉůLJǁŝƚŚ^ĞĐƚŝŽŶϭϳϳϲ͘
ϳ͘ KE^dZhd/KEDE'DEd^K&dtZ
WƌŽĐŽƌĞWƌŽũĞĐƚDĂŶĂŐĞŵĞŶƚĂŶĚŽůůĂďŽƌĂƚŝŽŶ^LJƐƚĞŵ͘dŚŝƐƉƌŽũĞĐƚŵĂLJƵƚŝůŝnjĞƚŚĞKǁŶĞƌ͛ƐWƌŽĐŽƌĞ
;ǁǁǁ͘ƉƌŽĐŽƌĞ͘ĐŽŵͿŽŶůŝŶĞƉƌŽũĞĐƚŵĂŶĂŐĞŵĞŶƚĂŶĚĚŽĐƵŵĞŶƚĐŽŶƚƌŽůƉůĂƚĨŽƌŵ͘dŚĞŝŶƚĞŶƚŽĨƵƚŝůŝnjŝŶŐ
WƌŽĐŽƌĞŝƐƚŽƌĞĚƵĐĞĐŽƐƚĂŶĚƐĐŚĞĚƵůĞƌŝƐŬ͕ŝŵƉƌŽǀĞƋƵĂůŝƚLJĂŶĚƐĂĨĞƚLJ͕ĂŶĚŵĂŝŶƚĂŝŶĂŚĞĂůƚŚLJƚĞĂŵ
ĚLJŶĂŵŝĐ ďLJ ŝŵƉƌŽǀŝŶŐ ŝŶĨŽƌŵĂƚŝŽŶ ĨůŽǁ͕ ƌĞĚƵĐŝŶŐ ŶŽŶͲƉƌŽĚƵĐƚŝǀĞĂĐƚŝǀŝƚŝĞƐ͕ ƌĞĚƵĐŝŶŐ ƌĞǁŽƌŬ ĂŶĚ
Nov. 12, 2024 Item #2 Page 27 of 680
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W^ϮϱͲϯϱϮϰ
WĂŐĞϯŝƚLJƚƚŽƌŶĞLJƉƉƌŽǀĞĚsĞƌƐŝŽŶϱͬϮϮͬϮϬϮϰ
ĚĞĐƌĞĂƐŝŶŐ ƚƵƌŶĂƌŽƵŶĚ ƚŝŵĞƐ͘ dŚĞ ŽŶƚƌĂĐƚŽƌ ŝƐ ƌĞƋƵŝƌĞĚ ƚŽ ĐƌĞĂƚĞ Ă ĨƌĞĞ ǁĞďͲďĂƐĞĚ WƌŽĐŽƌĞ ƵƐĞƌ
ĂĐĐŽƵŶƚ;ƐͿĂŶĚƵƚŝůŝnjĞǁĞďͲďĂƐĞĚƚƌĂŝŶŝŶŐͬƚƵƚŽƌŝĂůƐ;ĂƐŶĞĞĚĞĚͿƚŽďĞĐŽŵĞĨĂŵŝůŝĂƌǁŝƚŚƚŚĞƐLJƐƚĞŵ͘
hŶůĞƐƐƚŚĞŶŐŝŶĞĞƌĂƉƉƌŽǀĞƐŽƚŚĞƌǁŝƐĞ͕ƚŚĞŽŶƚƌĂĐƚŽƌƐŚĂůůƉƌŽĐĞƐƐĂůůƉƌŽũĞĐƚĚŽĐƵŵĞŶƚƐƚŚƌŽƵŐŚ
WƌŽĐŽƌĞďĞĐĂƵƐĞƚŚŝƐƉůĂƚĨŽƌŵǁŝůůďĞƵƐĞĚƚŽƐƵďŵŝƚ͕ƚƌĂĐŬ͕ĚŝƐƚƌŝďƵƚĞĂŶĚĐŽůůĂďŽƌĂƚĞŽŶƉƌŽũĞĐƚ͘/Ĩ
ƵŶĨĂŵŝůŝĂƌ Žƌ ŶŽƚ ŽƚŚĞƌǁŝƐĞ ƚƌĂŝŶĞĚ ǁŝƚŚ WƌŽĐŽƌĞ͕ ŽŶƚƌĂĐƚŽƌ ĂŶĚ ĂƉƉůŝĐĂďůĞ ƚĞĂŵ ŵĞŵďĞƌƐ ƐŚĂůů
ĐŽŵƉůĞƚĞĂĨƌĞĞƚƌĂŝŶŝŶŐĐĞƌƚŝĨŝĐĂƚŝŽŶĐŽƵƌƐĞůŽĐĂƚĞĚĂƚŚƚƚƉ͗ͬͬůĞĂƌŶ͘ƉƌŽĐŽƌĞ͘ĐŽŵͬƉƌŽĐŽƌĞͲĐĞƌƚŝĨŝĐĂƚŝŽŶͲ
ƐƵďĐŽŶƚƌĂĐƚŽƌ͘dŚĞŽŶƚƌĂĐƚŽƌŝƐƌĞƐƉŽŶƐŝďůĞĨŽƌĂƚƚĂŝŶŝŶŐƚŚĞŝƌŽǁŶWƌŽĐŽƌĞƐƵƉƉŽƌƚ͕ĂƐŶĞĞĚĞĚ͕ĞŝƚŚĞƌ
ƚŚƌŽƵŐŚƚŚĞŽŶůŝŶĞƚƌĂŝŶŝŶŐŽƌƌĞĂĐŚŝŶŐŽƵƚƚŽƚŚĞWƌŽĐŽƌĞƐƵƉƉŽƌƚƚĞĂŵ͘/ƚǁŝůůďĞƚŚĞƌĞƐƉŽŶƐŝďŝůŝƚLJŽĨƚŚĞ
ŽŶƚƌĂĐƚŽƌƚŽƌĞŐƵůĂƌůLJĐŚĞĐŬWƌŽĐŽƌĞĂŶĚƌĞǀŝĞǁƵƉĚĂƚĞĚĚŽĐƵŵĞŶƚƐĂƐƚŚĞLJĂƌĞĂĚĚĞĚ͘dŚĞƌĞǁŝůůďĞŶŽ
ĐŽƐƚƚŽƚŚĞŽŶƚƌĂĐƚŽƌĨŽƌƵƐĞŽĨWƌŽĐŽƌĞ͘
/ƚ ŝƐ ƌĞĐŽŵŵĞŶĚĞĚ ƚŚĂƚ ƚŚĞ ŽŶƚƌĂĐƚŽƌ ƉƌŽǀŝĚĞ ŵŽďŝůĞ ĂĐĐĞƐƐ ĨŽƌ tŝŶĚŽǁƐ͕ ŝK^ ůŽĐĂƚĞĚ Ăƚ
ŚƚƚƉƐ͗ͬͬĂƉƉƐ͘ĂƉƉůĞ͘ĐŽŵͬƵƐͬĂƉƉͬƉƌŽĐŽƌĞͲĐŽŶƐƚƌƵĐƚŝŽŶͲŵĂŶĂŐĞŵĞŶƚͬŝĚϯϳϰϵϯϬϱϰϮ Žƌ ŶĚƌŽŝĚ ĚĞǀŝĐĞƐ
ůŽĐĂƚĞĚĂƚŚƚƚƉƐ͗ͬͬƉůĂLJ͘ŐŽŽŐůĞ͘ĐŽŵͬƐƚŽƌĞͬĂƉƉƐͬĚĞƚĂŝůƐ͍ŝĚсĐŽŵ͘ƉƌŽĐŽƌĞ͘ĂĐƚŝǀŝƚŝĞƐǁŝƚŚƚŚĞWƌŽĐŽƌĞƉƉ
ŝŶƐƚĂůůĞĚ ƚŽ Ăƚ ůĞĂƐƚ ŽŶĞ ŽŶͲƐŝƚĞ ŝŶĚŝǀŝĚƵĂů ƚŽ ƉƌŽǀŝĚĞ ƌĞĂůͲƚŝŵĞ ĂĐĐĞƐƐ ƚŽ ĐƵƌƌĞŶƚ ƉŽƐƚĞĚ ĚƌĂǁŝŶŐƐ͕
ƐƉĞĐŝĨŝĐĂƚŝŽŶƐ͕Z&/Ɛ͕ƐƵďŵŝƚƚĂůƐ͕ƐĐŚĞĚƵůĞƐ͕ĐŚĂŶŐĞŽƌĚĞƌƐ͕ƉƌŽũĞĐƚĚŽĐƵŵĞŶƚƐ͕ĂƐǁĞůůĂƐĂŶLJĚĞĨŝĐŝĞŶƚ
ŽďƐĞƌǀĂƚŝŽŶƐŽƌƉƵŶĐŚůŝƐƚŝƚĞŵƐ͘WƌŽǀŝĚŝŶŐŵŽďŝůĞĂĐĐĞƐƐǁŝůůŝŵƉƌŽǀĞĐŽŵŵƵŶŝĐĂƚŝŽŶ͕ĞĨĨŝĐŝĞŶĐLJ͕ĂŶĚ
ƉƌŽĚƵĐƚŝǀŝƚLJĨŽƌĂůůƉĂƌƚŝĞƐ͘dŚĞƵƐĞŽĨWƌŽĐŽƌĞĨŽƌƉƌŽũĞĐƚŵĂŶĂŐĞŵĞŶƚĚŽĞƐŶŽƚƌĞůŝĞǀĞƚŚĞĐŽŶƚƌĂĐƚŽƌŽĨ
ĂŶLJŽƚŚĞƌƌĞƋƵŝƌĞŵĞŶƚƐĂƐŵĂLJďĞƐƉĞĐŝĨŝĞĚŝŶƚŚĞĐŽŶƚƌĂĐƚĚŽĐƵŵĞŶƚƐ͘
ϴ͘ ^ddh^K&KEdZdKZ
ŽŶƚƌĂĐƚŽƌǁŝůůƉĞƌĨŽƌŵƚŚĞ^ĞƌǀŝĐĞƐŝŶŽŶƚƌĂĐƚŽƌΖƐŽǁŶǁĂLJĂƐĂŶŝŶĚĞƉĞŶĚĞŶƚĐŽŶƚƌĂĐƚŽƌĂŶĚŝŶƉƵƌƐƵŝƚ
ŽĨŽŶƚƌĂĐƚŽƌΖƐŝŶĚĞƉĞŶĚĞŶƚĐĂůůŝŶŐ͕ĂŶĚŶŽƚĂƐĂŶĞŵƉůŽLJĞĞŽĨŝƚLJ͘ŽŶƚƌĂĐƚŽƌǁŝůůďĞƵŶĚĞƌĐŽŶƚƌŽůŽĨ
ŝƚLJŽŶůLJĂƐƚŽƚŚĞƌĞƐƵůƚƚŽďĞĂĐĐŽŵƉůŝƐŚĞĚ͕ďƵƚǁŝůůĐŽŶƐƵůƚǁŝƚŚŝƚLJĂƐŶĞĐĞƐƐĂƌLJ͘dŚĞƉĞƌƐŽŶƐƵƐĞĚďLJ
ŽŶƚƌĂĐƚŽƌƚŽƉƌŽǀŝĚĞƐĞƌǀŝĐĞƐƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚǁŝůůŶŽƚďĞĐŽŶƐŝĚĞƌĞĚĞŵƉůŽLJĞĞƐŽĨŝƚLJĨŽƌĂŶLJ
ƉƵƌƉŽƐĞƐ͘
dŚĞƉĂLJŵĞŶƚŵĂĚĞƚŽŽŶƚƌĂĐƚŽƌƉƵƌƐƵĂŶƚƚŽƚŚĞŐƌĞĞŵĞŶƚǁŝůůďĞƚŚĞĨƵůůĂŶĚĐŽŵƉůĞƚĞĐŽŵƉĞŶƐĂƚŝŽŶ
ƚŽǁŚŝĐŚŽŶƚƌĂĐƚŽƌŝƐĞŶƚŝƚůĞĚ͘ŝƚLJǁŝůůŶŽƚŵĂŬĞĂŶLJĨĞĚĞƌĂůŽƌƐƚĂƚĞƚĂdžǁŝƚŚŚŽůĚŝŶŐƐŽŶďĞŚĂůĨŽĨ
ŽŶƚƌĂĐƚŽƌŽƌŝƚƐĂŐĞŶƚƐ͕ĞŵƉůŽLJĞĞƐŽƌƐƵďĐŽŶƚƌĂĐƚŽƌƐ͘ŝƚLJǁŝůůŶŽƚďĞƌĞƋƵŝƌĞĚƚŽƉĂLJĂŶLJǁŽƌŬĞƌƐΖ
ĐŽŵƉĞŶƐĂƚŝŽŶŝŶƐƵƌĂŶĐĞŽƌƵŶĞŵƉůŽLJŵĞŶƚĐŽŶƚƌŝďƵƚŝŽŶƐŽŶďĞŚĂůĨŽĨŽŶƚƌĂĐƚŽƌŽƌŝƚƐĞŵƉůŽLJĞĞƐŽƌ
ƐƵďĐŽŶƚƌĂĐƚŽƌƐ͘ ŽŶƚƌĂĐƚŽƌ ĂŐƌĞĞƐ ƚŽ ŝŶĚĞŵŶŝĨLJ ŝƚLJ ǁŝƚŚŝŶ ƚŚŝƌƚLJ ;ϯϬͿ ĚĂLJƐ ĨŽƌ ĂŶLJ ƚĂdž͕ ƌĞƚŝƌĞŵĞŶƚ
ĐŽŶƚƌŝďƵƚŝŽŶ͕ ƐŽĐŝĂů ƐĞĐƵƌŝƚLJ͕ ŽǀĞƌƚŝŵĞ ƉĂLJŵĞŶƚ͕ ƵŶĞŵƉůŽLJŵĞŶƚ ƉĂLJŵĞŶƚ Žƌ ǁŽƌŬĞƌƐΖ ĐŽŵƉĞŶƐĂƚŝŽŶ
ƉĂLJŵĞŶƚǁŚŝĐŚŝƚLJŵĂLJďĞƌĞƋƵŝƌĞĚƚŽŵĂŬĞŽŶďĞŚĂůĨŽĨŽŶƚƌĂĐƚŽƌŽƌĂŶLJĂŐĞŶƚ͕ĞŵƉůŽLJĞĞ͕Žƌ
ƐƵďĐŽŶƚƌĂĐƚŽƌŽĨŽŶƚƌĂĐƚŽƌĨŽƌǁŽƌŬĚŽŶĞƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚ͘ƚƚŚĞŝƚLJ͛ƐĞůĞĐƚŝŽŶ͕ŝƚLJŵĂLJĚĞĚƵĐƚ
ƚŚĞŝŶĚĞŵŶŝĨŝĐĂƚŝŽŶĂŵŽƵŶƚĨƌŽŵĂŶLJďĂůĂŶĐĞŽǁŝŶŐƚŽŽŶƚƌĂĐƚŽƌ͘
ϵ͘ KEdZdKZs>hd/KE^
tŽƌŬƉĞƌĨŽƌŵĞĚƵŶĚĞƌƚŚŝƐDĂƐƚĞƌ^ĞƌǀŝĐĞƐŐƌĞĞŵĞŶƚŵĂLJďĞƐƵďũĞĐƚƚŽƚŚĞŝƚLJ͛ƐĐŽŶƚƌĂĐƚŽƌĞǀĂůƵĂƚŝŽŶ
ƉƌŽŐƌĂŵ͘ WƌŝŽƌ ƚŽ ƚŚĞ ƌĞůĞĂƐĞ ŽĨ ĂŶLJ ƚĂƐŬ ŽƌĚĞƌƐ͕ ƚŚĞ ŽŶƚƌĂĐƚŽƌ ǁŝůů ďĞ ŶŽƚŝĨŝĞĚ ŽĨ ƚŚĞ ƉƌŽŐƌĂŵ
ƌĞƋƵŝƌĞŵĞŶƚƐĂŶĚǁŝůůƌĞĐĞŝǀĞĂĐŽƉLJŽĨƚŚĞĞǀĂůƵĂƚŝŽŶĐƌŝƚĞƌŝĂĂŶĚƉƌŽĐĞƐƐ͘dŚĞŽŶƚƌĂĐƚŽƌ͛ƐƉĞƌĨŽƌŵĂŶĐĞ
ŵĂLJďĞĞǀĂůƵĂƚĞĚĂŶĚƚŚĞƌĞƐƵůƚƐǁŝůůďĞĐŽŶƐŝĚĞƌĞĚĨŽƌĨƵƚƵƌĞƚĂƐŬŽƌĚĞƌƐŽƌĂŐƌĞĞŵĞŶƚƐ͘
ϭϬ͘ ^hKEdZd/E'
ŽŶƚƌĂĐƚŽƌǁŝůůŶŽƚƐƵďĐŽŶƚƌĂĐƚĂŶLJƉŽƌƚŝŽŶŽĨƚŚĞ^ĞƌǀŝĐĞƐǁŝƚŚŽƵƚƉƌŝŽƌǁƌŝƚƚĞŶĂƉƉƌŽǀĂůŽĨŝƚLJ͘/Ĩ
ŽŶƚƌĂĐƚŽƌƐƵďĐŽŶƚƌĂĐƚƐĂŶLJŽĨƚŚĞ^ĞƌǀŝĐĞƐ͕ŽŶƚƌĂĐƚŽƌǁŝůůďĞĨƵůůLJƌĞƐƉŽŶƐŝďůĞƚŽŝƚLJĨŽƌƚŚĞĂĐƚƐĂŶĚ
ŽŵŝƐƐŝŽŶƐŽĨŽŶƚƌĂĐƚŽƌΖƐƐƵďĐŽŶƚƌĂĐƚŽƌĂŶĚŽĨƚŚĞƉĞƌƐŽŶƐĞŝƚŚĞƌĚŝƌĞĐƚůLJŽƌŝŶĚŝƌĞĐƚůLJĞŵƉůŽLJĞĚďLJƚŚĞ
ƐƵďĐŽŶƚƌĂĐƚŽƌ͕ĂƐŽŶƚƌĂĐƚŽƌŝƐĨŽƌƚŚĞĂĐƚƐĂŶĚŽŵŝƐƐŝŽŶƐŽĨƉĞƌƐŽŶƐĚŝƌĞĐƚůLJĞŵƉůŽLJĞĚďLJŽŶƚƌĂĐƚŽƌ͘
EŽƚŚŝŶŐĐŽŶƚĂŝŶĞĚŝŶƚŚŝƐŐƌĞĞŵĞŶƚǁŝůůĐƌĞĂƚĞĂŶLJĐŽŶƚƌĂĐƚƵĂůƌĞůĂƚŝŽŶƐŚŝƉďĞƚǁĞĞŶĂŶLJƐƵďĐŽŶƚƌĂĐƚŽƌ
Nov. 12, 2024 Item #2 Page 28 of 680
dd,DEd
W^ϮϱͲϯϱϮϰ
WĂŐĞϰŝƚLJƚƚŽƌŶĞLJƉƉƌŽǀĞĚsĞƌƐŝŽŶϱͬϮϮͬϮϬϮϰ
ŽĨŽŶƚƌĂĐƚŽƌĂŶĚŝƚLJ͘ŽŶƚƌĂĐƚŽƌǁŝůůďĞƌĞƐƉŽŶƐŝďůĞĨŽƌƉĂLJŵĞŶƚŽĨƐƵďĐŽŶƚƌĂĐƚŽƌƐ͘ŽŶƚƌĂĐƚŽƌǁŝůůďŝŶĚ
ĞǀĞƌLJ ƐƵďĐŽŶƚƌĂĐƚŽƌ ĂŶĚ ĞǀĞƌLJ ƐƵďĐŽŶƚƌĂĐƚŽƌ ŽĨ Ă ƐƵďĐŽŶƚƌĂĐƚŽƌďLJ ƚŚĞ ƚĞƌŵƐ ŽĨ ƚŚŝƐ ŐƌĞĞŵĞŶƚ
ĂƉƉůŝĐĂďůĞƚŽŽŶƚƌĂĐƚŽƌΖƐǁŽƌŬƵŶůĞƐƐƐƉĞĐŝĨŝĐĂůůLJŶŽƚĞĚƚŽƚŚĞĐŽŶƚƌĂƌLJŝŶƚŚĞƐƵďĐŽŶƚƌĂĐƚĂŶĚĂƉƉƌŽǀĞĚ
ŝŶǁƌŝƚŝŶŐďLJŝƚLJ͘
ϭϭ͘ Kd,ZKEdZdKZ^
dŚĞŝƚLJƌĞƐĞƌǀĞƐƚŚĞƌŝŐŚƚƚŽĞŵƉůŽLJŽƚŚĞƌŽŶƚƌĂĐƚŽƌƐŝŶĐŽŶŶĞĐƚŝŽŶǁŝƚŚƚŚĞ^ĞƌǀŝĐĞƐ͘
ϭϮ͘ /EDE/&/d/KE
ŽŶƚƌĂĐƚŽƌĂŐƌĞĞƐƚŽĚĞĨĞŶĚ;ǁŝƚŚĐŽƵŶƐĞůĂƉƉƌŽǀĞĚďLJƚŚĞŝƚLJͿ͕ŝŶĚĞŵŶŝĨLJ͕ĂŶĚŚŽůĚŚĂƌŵůĞƐƐƚŚĞŝƚLJ
ĂŶĚŝƚƐŽĨĨŝĐĞƌƐ͕ĞůĞĐƚĞĚĂŶĚĂƉƉŽŝŶƚĞĚŽĨĨŝĐŝĂůƐ͕ĞŵƉůŽLJĞĞƐĂŶĚǀŽůƵŶƚĞĞƌƐĨƌŽŵĂŶĚĂŐĂŝŶƐƚĂůůĐůĂŝŵƐ͕
ĚĂŵĂŐĞƐ͕ůŽƐƐĞƐĂŶĚĞdžƉĞŶƐĞƐŝŶĐůƵĚŝŶŐĂƚƚŽƌŶĞLJƐĨĞĞƐĂƌŝƐŝŶŐŽƵƚŽĨƚŚĞƉĞƌĨŽƌŵĂŶĐĞŽĨƚŚĞǁŽƌŬ
ĚĞƐĐƌŝďĞĚŚĞƌĞŝŶĐĂƵƐĞĚďLJĂŶLJǁŝůůĨƵůŵŝƐĐŽŶĚƵĐƚŽƌŶĞŐůŝŐĞŶƚĂĐƚŽƌŽŵŝƐƐŝŽŶŽĨƚŚĞŽŶƚƌĂĐƚŽƌ͕ĂŶLJ
ƐƵďĐŽŶƚƌĂĐƚŽƌ͕ĂŶLJŽŶĞĚŝƌĞĐƚůLJŽƌŝŶĚŝƌĞĐƚůLJĞŵƉůŽLJĞĚďLJĂŶLJŽĨƚŚĞŵŽƌĂŶLJŽŶĞĨŽƌǁŚŽƐĞĂĐƚƐĂŶLJŽĨ
ƚŚĞŵŵĂLJďĞůŝĂďůĞ͘
/Ĩ ŽŶƚƌĂĐƚŽƌ͛Ɛ ŽďůŝŐĂƚŝŽŶ ƚŽ ĚĞĨĞŶĚ͕ ŝŶĚĞŵŶŝĨLJ͕ ĂŶĚͬŽƌ ŚŽůĚ ŚĂƌŵůĞƐƐ ĂƌŝƐĞƐ ŽƵƚ ŽĨ ŽŶƚƌĂĐƚŽƌ͛Ɛ
ƉĞƌĨŽƌŵĂŶĐĞĂƐĂ͞ĚĞƐŝŐŶƉƌŽĨĞƐƐŝŽŶĂů͟;ĂƐƚŚĂƚƚĞƌŵŝƐĚĞĨŝŶĞĚƵŶĚĞƌŝǀŝůŽĚĞƐĞĐƚŝŽŶϮϳϴϮ͘ϴͿ͕ƚŚĞŶ͕
ĂŶĚ ŽŶůLJ ƚŽ ƚŚĞ ĞdžƚĞŶƚ ƌĞƋƵŝƌĞĚ ďLJ ŝǀŝů ŽĚĞ ^ĞĐƚŝŽŶ ϮϳϴϮ͘ϴ͕ ǁŚŝĐŚ ŝƐ ĨƵůůLJ ŝŶĐŽƌƉŽƌĂƚĞĚ ŚĞƌĞŝŶ͕
ŽŶƚƌĂĐƚŽƌ͛ƐŝŶĚĞŵŶŝĨŝĐĂƚŝŽŶŽďůŝŐĂƚŝŽŶƐŚĂůůďĞůŝŵŝƚĞĚƚŽĐůĂŝŵƐƚŚĂƚĂƌŝƐĞŽƵƚŽĨ͕ƉĞƌƚĂŝŶƚŽ͕ŽƌƌĞůĂƚĞƚŽ
ƚŚĞŶĞŐůŝŐĞŶĐĞ͕ƌĞĐŬůĞƐƐŶĞƐƐ͕ŽƌǁŝůůĨƵůŵŝƐĐŽŶĚƵĐƚŽĨƚŚĞŽŶƚƌĂĐƚŽƌ͕ĂŶĚ͕ƵƉŽŶŽŶƚƌĂĐƚŽƌŽďƚĂŝŶŝŶŐĂ
ĨŝŶĂůĂĚũƵĚŝĐĂƚŝŽŶďLJĂĐŽƵƌƚŽĨĐŽŵƉĞƚĞŶƚũƵƌŝƐĚŝĐƚŝŽŶ͘ŽŶƚƌĂĐƚŽƌ͛ƐůŝĂďŝůŝƚLJĨŽƌƐƵĐŚĐůĂŝŵ͕ŝŶĐůƵĚŝŶŐƚŚĞ
ĐŽƐƚƚŽĚĞĨĞŶĚ͕ƐŚĂůůŶŽƚĞdžĐĞĞĚƚŚĞŽŶƚƌĂĐƚŽƌ͛ƐƉƌŽƉŽƌƚŝŽŶĂƚĞƉĞƌĐĞŶƚĂŐĞŽĨĨĂƵůƚ͘
dŚĞƉĂƌƚŝĞƐĞdžƉƌĞƐƐůLJĂŐƌĞĞƚŚĂƚĂŶLJƉĂLJŵĞŶƚ͕ĂƚƚŽƌŶĞLJ͛ƐĨĞĞ͕ĐŽƐƚƐŽƌĞdžƉĞŶƐĞŝƚLJŝŶĐƵƌƐŽƌŵĂŬĞƐƚŽŽƌ
ŽŶďĞŚĂůĨŽĨĂŶŝŶũƵƌĞĚĞŵƉůŽLJĞĞƵŶĚĞƌƚŚĞŝƚLJ͛ƐƐĞůĨͲĂĚŵŝŶŝƐƚĞƌĞĚǁŽƌŬĞƌƐ͛ĐŽŵƉĞŶƐĂƚŝŽŶŝƐŝŶĐůƵĚĞĚĂƐ
ĂůŽƐƐ͕ĞdžƉĞŶƐĞŽƌĐŽƐƚĨŽƌƚŚĞƉƵƌƉŽƐĞƐŽĨƚŚŝƐƐĞĐƚŝŽŶ͕ĂŶĚƚŚĂƚƚŚŝƐƐĞĐƚŝŽŶǁŝůůƐƵƌǀŝǀĞƚŚĞĞdžƉŝƌĂƚŝŽŶŽƌ
ĞĂƌůLJƚĞƌŵŝŶĂƚŝŽŶŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͘
ϭϯ͘ /E^hZE
ŽŶƚƌĂĐƚŽƌǁŝůůŽďƚĂŝŶĂŶĚŵĂŝŶƚĂŝŶĨŽƌƚŚĞĚƵƌĂƚŝŽŶŽĨƚŚĞŐƌĞĞŵĞŶƚĂŶĚĂŶLJĂŶĚĂůůĂŵĞŶĚŵĞŶƚƐ͕
ŝŶƐƵƌĂŶĐĞĂŐĂŝŶƐƚĐůĂŝŵƐĨŽƌŝŶũƵƌŝĞƐƚŽƉĞƌƐŽŶƐŽƌĚĂŵĂŐĞƚŽƉƌŽƉĞƌƚLJǁŚŝĐŚŵĂLJĂƌŝƐĞŽƵƚŽĨŽƌŝŶ
ĐŽŶŶĞĐƚŝŽŶ ǁŝƚŚƉĞƌĨŽƌŵĂŶĐĞŽĨƚŚĞƐĞƌǀŝĐĞƐ ďLJŽŶƚƌĂĐƚŽƌ ŽƌŽŶƚƌĂĐƚŽƌ͛ƐĂŐĞŶƚƐ͕ ƌĞƉƌĞƐĞŶƚĂƚŝǀĞƐ͕
ĞŵƉůŽLJĞĞƐŽƌƐƵďĐŽŶƚƌĂĐƚŽƌƐ͘dŚĞŝŶƐƵƌĂŶĐĞǁŝůůďĞŽďƚĂŝŶĞĚĨƌŽŵĂŶŝŶƐƵƌĂŶĐĞĐĂƌƌŝĞƌĂĚŵŝƚƚĞĚĂŶĚ
ĂƵƚŚŽƌŝnjĞĚƚŽĚŽďƵƐŝŶĞƐƐŝŶƚŚĞ^ƚĂƚĞŽĨĂůŝĨŽƌŶŝĂ͘dŚĞŝŶƐƵƌĂŶĐĞĐĂƌƌŝĞƌŝƐƌĞƋƵŝƌĞĚƚŽŚĂǀĞĂĐƵƌƌĞŶƚ
ĞƐƚΖƐ<ĞLJZĂƚŝŶŐŽĨŶŽƚůĞƐƐƚŚĂŶΗͲ͗s//Η͖KZǁŝƚŚĂƐƵƌƉůƵƐůŝŶĞŝŶƐƵƌĞƌŽŶƚŚĞ^ƚĂƚĞŽĨĂůŝĨŽƌŶŝĂ͛Ɛ>ŝƐƚŽĨ
ƉƉƌŽǀĞĚ^ƵƌƉůƵƐ>ŝŶĞ/ŶƐƵƌĞƌƐ;>^>/ͿǁŝƚŚĂƌĂƚŝŶŐŝŶƚŚĞůĂƚĞƐƚĞƐƚ͛Ɛ<ĞLJZĂƚŝŶŐ'ƵŝĚĞŽĨĂƚůĞĂƐƚ͗͞y͖͟
KZĂŶĂůŝĞŶŶŽŶͲĂĚŵŝƚƚĞĚŝŶƐƵƌĞƌůŝƐƚĞĚďLJƚŚĞEĂƚŝŽŶĂůƐƐŽĐŝĂƚŝŽŶŽĨ/ŶƐƵƌĂŶĐĞŽŵŵŝƐƐŝŽŶĞƌƐ;E/Ϳ
ůĂƚĞƐƚƋƵĂƌƚĞƌůLJůŝƐƚŝŶŐƐƌĞƉŽƌƚ͘
ϭϯ͘ϭ ŽǀĞƌĂŐĞƐ ĂŶĚ >ŝŵŝƚƐ͘ ŽŶƚƌĂĐƚŽƌ ǁŝůů ŵĂŝŶƚĂŝŶ ƚŚĞ ƚLJƉĞƐ ŽĨ ĐŽǀĞƌĂŐĞƐ ĂŶĚ ŵŝŶŝŵƵŵ ůŝŵŝƚƐ
ŝŶĚŝĐĂƚĞĚ ďĞůŽǁ͕ ƵŶůĞƐƐ ZŝƐŬ DĂŶĂŐĞƌ Žƌ ŝƚLJ DĂŶĂŐĞƌ ĂƉƉƌŽǀĞƐ Ă ůŽǁĞƌ ĂŵŽƵŶƚ͘ dŚĞƐĞ ŵŝŶŝŵƵŵ
ĂŵŽƵŶƚƐŽĨĐŽǀĞƌĂŐĞǁŝůůŶŽƚĐŽŶƐƚŝƚƵƚĞĂŶLJůŝŵŝƚĂƚŝŽŶƐŽƌĐĂƉŽŶŽŶƚƌĂĐƚŽƌΖƐŝŶĚĞŵŶŝĨŝĐĂƚŝŽŶŽďůŝŐĂƚŝŽŶƐ
ƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚ͘ŝƚLJ͕ŝƚƐŽĨĨŝĐĞƌƐ͕ĂŐĞŶƚƐĂŶĚĞŵƉůŽLJĞĞƐŵĂŬĞŶŽƌĞƉƌĞƐĞŶƚĂƚŝŽŶƚŚĂƚƚŚĞůŝŵŝƚƐŽĨ
ƚŚĞŝŶƐƵƌĂŶĐĞƐƉĞĐŝĨŝĞĚƚŽďĞĐĂƌƌŝĞĚďLJŽŶƚƌĂĐƚŽƌƉƵƌƐƵĂŶƚƚŽƚŚŝƐŐƌĞĞŵĞŶƚĂƌĞĂĚĞƋƵĂƚĞƚŽƉƌŽƚĞĐƚ
ŽŶƚƌĂĐƚŽƌ͘/ĨŽŶƚƌĂĐƚŽƌďĞůŝĞǀĞƐƚŚĂƚĂŶLJƌĞƋƵŝƌĞĚŝŶƐƵƌĂŶĐĞĐŽǀĞƌĂŐĞŝƐŝŶĂĚĞƋƵĂƚĞ͕ŽŶƚƌĂĐƚŽƌǁŝůů
ŽďƚĂŝŶƐƵĐŚĂĚĚŝƚŝŽŶĂůŝŶƐƵƌĂŶĐĞĐŽǀĞƌĂŐĞ͕ĂƐŽŶƚƌĂĐƚŽƌĚĞĞŵƐĂĚĞƋƵĂƚĞ͕ĂƚŽŶƚƌĂĐƚŽƌΖƐƐŽůĞĞdžƉĞŶƐĞ͘
dŚĞĨƵůůůŝŵŝƚƐĂǀĂŝůĂďůĞƚŽƚŚĞŶĂŵĞĚŝŶƐƵƌĞĚƐŚĂůůĂůƐŽďĞĂǀĂŝůĂďůĞĂŶĚĂƉƉůŝĐĂďůĞƚŽƚŚĞŝƚLJĂƐĂŶ
ĂĚĚŝƚŝŽŶĂůŝŶƐƵƌĞĚ͘
Nov. 12, 2024 Item #2 Page 29 of 680
dd,DEd
W^ϮϱͲϯϱϮϰ
WĂŐĞϱŝƚLJƚƚŽƌŶĞLJƉƉƌŽǀĞĚsĞƌƐŝŽŶϱͬϮϮͬϮϬϮϰ
ϭϯ͘ϭ͘ϭ ŽŵŵĞƌĐŝĂů'ĞŶĞƌĂů>ŝĂďŝůŝƚLJ;'>Ϳ/ŶƐƵƌĂŶĐĞ͘/ŶƐƵƌĂŶĐĞǁƌŝƚƚĞŶŽŶĂŶ͞ŽĐĐƵƌƌĞŶĐĞ͟ďĂƐŝƐ͕
ŝŶĐůƵĚŝŶŐƉĞƌƐŽŶĂůΘĂĚǀĞƌƚŝƐŝŶŐŝŶũƵƌLJ͕ǁŝƚŚůŝŵŝƚƐŶŽůĞƐƐƚŚĂŶΨϮ͕ϬϬϬ͕ϬϬϬƉĞƌŽĐĐƵƌƌĞŶĐĞ͘/ĨĂŐĞŶĞƌĂů
ĂŐŐƌĞŐĂƚĞůŝŵŝƚĂƉƉůŝĞƐ͕ĞŝƚŚĞƌƚŚĞŐĞŶĞƌĂůĂŐŐƌĞŐĂƚĞůŝŵŝƚƐŚĂůůĂƉƉůLJƐĞƉĂƌĂƚĞůLJƚŽƚŚŝƐƉƌŽũĞĐƚͬůŽĐĂƚŝŽŶ
ŽƌƚŚĞŐĞŶĞƌĂůĂŐŐƌĞŐĂƚĞůŝŵŝƚƐŚĂůůďĞƚǁŝĐĞƚŚĞƌĞƋƵŝƌĞĚŽĐĐƵƌƌĞŶĐĞůŝŵŝƚ͘
ϭϯ͘ϭ͘Ϯ ƵƚŽŵŽďŝůĞ>ŝĂďŝůŝƚLJ͘;/ĨƚŚĞƵƐĞŽĨĂŶĂƵƚŽŵŽďŝůĞŝƐŝŶǀŽůǀĞĚĨŽƌŽŶƚƌĂĐƚŽƌΖƐǁŽƌŬĨŽƌ
ŝƚLJͿ͘ΨϮ͕ϬϬϬ͕ϬϬϬĐŽŵďŝŶĞĚƐŝŶŐůĞͲůŝŵŝƚƉĞƌĂĐĐŝĚĞŶƚĨŽƌďŽĚŝůLJŝŶũƵƌLJĂŶĚƉƌŽƉĞƌƚLJĚĂŵĂŐĞ͘
ϭϯ͘ϭ͘ϯ tŽƌŬĞƌƐΖ ŽŵƉĞŶƐĂƚŝŽŶ ĂŶĚ ŵƉůŽLJĞƌΖƐ >ŝĂďŝůŝƚLJ͘ tŽƌŬĞƌƐΖ ŽŵƉĞŶƐĂƚŝŽŶ ůŝŵŝƚƐ ĂƐ
ƌĞƋƵŝƌĞĚďLJƚŚĞĂůŝĨŽƌŶŝĂ>ĂďŽƌŽĚĞ͘tŽƌŬĞƌƐΖŽŵƉĞŶƐĂƚŝŽŶǁŝůůŶŽƚďĞƌĞƋƵŝƌĞĚŝĨŽŶƚƌĂĐƚŽƌŚĂƐŶŽ
ĞŵƉůŽLJĞĞƐĂŶĚƉƌŽǀŝĚĞƐ͕ƚŽŝƚLJΖƐƐĂƚŝƐĨĂĐƚŝŽŶ͕ĂĚĞĐůĂƌĂƚŝŽŶƐƚĂƚŝŶŐƚŚŝƐ͘
ϭϯ͘ϭ͘ϰ WƌŽĨĞƐƐŝŽŶĂů>ŝĂďŝůŝƚLJ͘ƌƌŽƌƐĂŶĚŽŵŝƐƐŝŽŶƐůŝĂďŝůŝƚLJĂƉƉƌŽƉƌŝĂƚĞƚŽŽŶƚƌĂĐƚŽƌ͛ƐƉƌŽĨĞƐƐŝŽŶ
ǁŝƚŚůŝŵŝƚƐŽĨŶŽƚůĞƐƐƚŚĂŶΨϭ͕ϬϬϬ͕ϬϬϬƉĞƌĐůĂŝŵ͘ŽǀĞƌĂŐĞŵƵƐƚďĞŵĂŝŶƚĂŝŶĞĚĨŽƌĂƉĞƌŝŽĚŽĨĨŝǀĞLJĞĂƌƐ
ĨŽůůŽǁŝŶŐƚŚĞĚĂƚĞŽĨĐŽŵƉůĞƚŝŽŶŽĨƚŚĞǁŽƌŬ͘
ϭϯ͘Ϯ͘ ĚĚŝƚŝŽŶĂůWƌŽǀŝƐŝŽŶƐ͘ŽŶƚƌĂĐƚŽƌǁŝůůĞŶƐƵƌĞƚŚĂƚƚŚĞƉŽůŝĐŝĞƐŽĨŝŶƐƵƌĂŶĐĞƌĞƋƵŝƌĞĚƵŶĚĞƌƚŚŝƐ
ŐƌĞĞŵĞŶƚĐŽŶƚĂŝŶ͕ŽƌĂƌĞĞŶĚŽƌƐĞĚƚŽĐŽŶƚĂŝŶ͕ƚŚĞĨŽůůŽǁŝŶŐƉƌŽǀŝƐŝŽŶƐ͗
ϭϯ͘Ϯ͘ϭ dŚĞŝƚLJǁŝůůďĞŶĂŵĞĚĂƐĂŶĂĚĚŝƚŝŽŶĂůŝŶƐƵƌĞĚŽŶŽŵŵĞƌĐŝĂů'ĞŶĞƌĂů>ŝĂďŝůŝƚLJǁŚŝĐŚ
ƐŚĂůůƉƌŽǀŝĚĞƉƌŝŵĂƌLJĐŽǀĞƌĂŐĞƚŽƚŚĞŝƚLJ͘
ϭϯ͘Ϯ͘Ϯ ŽŶƚƌĂĐƚŽƌǁŝůůŽďƚĂŝŶŽĐĐƵƌƌĞŶĐĞĐŽǀĞƌĂŐĞ͕ĞdžĐůƵĚŝŶŐWƌŽĨĞƐƐŝŽŶĂů>ŝĂďŝůŝƚLJ͕ǁŚŝĐŚǁŝůůďĞ
ǁƌŝƚƚĞŶĂƐĐůĂŝŵƐͲŵĂĚĞĐŽǀĞƌĂŐĞ͘
ϭϯ͘Ϯ͘ϯ /ĨŽŶƚƌĂĐƚŽƌŵĂŝŶƚĂŝŶƐŚŝŐŚĞƌůŝŵŝƚƐƚŚĂŶƚŚĞŵŝŶŝŵƵŵƐƐŚŽǁŶĂďŽǀĞ͕ƚŚĞŝƚLJƌĞƋƵŝƌĞƐ
ĂŶĚǁŝůůďĞĞŶƚŝƚůĞĚƚŽĐŽǀĞƌĂŐĞĨŽƌƚŚĞŚŝŐŚĞƌůŝŵŝƚƐŵĂŝŶƚĂŝŶĞĚďLJŽŶƚƌĂĐƚŽƌ͘ŶLJĂǀĂŝůĂďůĞŝŶƐƵƌĂŶĐĞ
ƉƌŽĐĞĞĚƐŝŶĞdžĐĞƐƐŽĨƚŚĞƐƉĞĐŝĨŝĞĚŵŝŶŝŵƵŵůŝŵŝƚƐŽĨŝŶƐƵƌĂŶĐĞĂŶĚĐŽǀĞƌĂŐĞǁŝůůďĞĂǀĂŝůĂďůĞƚŽƚŚĞŝƚLJ͘͟
ϭϯ͘Ϯ͘ϰ dŚŝƐŝŶƐƵƌĂŶĐĞǁŝůůďĞŝŶĨŽƌĐĞĚƵƌŝŶŐƚŚĞůŝĨĞŽĨƚŚĞŐƌĞĞŵĞŶƚĂŶĚĂŶLJĞdžƚĞŶƐŝŽŶƐŽĨŝƚ
ĂŶĚǁŝůůŶŽƚďĞĐĂŶĐĞůĞĚǁŝƚŚŽƵƚƚŚŝƌƚLJ;ϯϬͿĚĂLJƐƉƌŝŽƌǁƌŝƚƚĞŶŶŽƚŝĐĞƚŽŝƚLJƐĞŶƚďLJĐĞƌƚŝĨŝĞĚŵĂŝůƉƵƌƐƵĂŶƚ
ƚŽƚŚĞEŽƚŝĐĞƉƌŽǀŝƐŝŽŶƐŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͘
ϭϯ͘ϯ WƌŽǀŝĚŝŶŐĞƌƚŝĨŝĐĂƚĞƐŽĨ/ŶƐƵƌĂŶĐĞĂŶĚŶĚŽƌƐĞŵĞŶƚƐ͘WƌŝŽƌƚŽŝƚLJΖƐĞdžĞĐƵƚŝŽŶŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͕
ŽŶƚƌĂĐƚŽƌǁŝůůĨƵƌŶŝƐŚĐĞƌƚŝĨŝĐĂƚĞƐŽĨŝŶƐƵƌĂŶĐĞĂŶĚĞŶĚŽƌƐĞŵĞŶƚƐƚŽŝƚLJ͘
ϭϯ͘ϰ &ĂŝůƵƌĞƚŽDĂŝŶƚĂŝŶŽǀĞƌĂŐĞ͘/ĨŽŶƚƌĂĐƚŽƌĨĂŝůƐƚŽŵĂŝŶƚĂŝŶĂŶLJŽĨƚŚĞƐĞŝŶƐƵƌĂŶĐĞĐŽǀĞƌĂŐĞƐ͕
ƚŚĞŶŝƚLJǁŝůůŚĂǀĞƚŚĞŽƉƚŝŽŶƚŽĚĞĐůĂƌĞŽŶƚƌĂĐƚŽƌŝŶďƌĞĂĐŚ͕ŽƌŵĂLJƉƵƌĐŚĂƐĞƌĞƉůĂĐĞŵĞŶƚŝŶƐƵƌĂŶĐĞŽƌ
ƉĂLJƚŚĞƉƌĞŵŝƵŵƐƚŚĂƚĂƌĞĚƵĞŽŶĞdžŝƐƚŝŶŐƉŽůŝĐŝĞƐŝŶŽƌĚĞƌƚŽŵĂŝŶƚĂŝŶƚŚĞƌĞƋƵŝƌĞĚĐŽǀĞƌĂŐĞƐ͘ŽŶƚƌĂĐƚŽƌ
ŝƐƌĞƐƉŽŶƐŝďůĞĨŽƌĂŶLJƉĂLJŵĞŶƚƐŵĂĚĞďLJŝƚLJƚŽŽďƚĂŝŶŽƌŵĂŝŶƚĂŝŶŝŶƐƵƌĂŶĐĞĂŶĚŝƚLJŵĂLJĐŽůůĞĐƚƚŚĞƐĞ
ƉĂLJŵĞŶƚƐ ĨƌŽŵ ŽŶƚƌĂĐƚŽƌ Žƌ ĚĞĚƵĐƚ ƚŚĞ ĂŵŽƵŶƚ ƉĂŝĚ ĨƌŽŵ ĂŶLJ ƐƵŵƐ ĚƵĞ ŽŶƚƌĂĐƚŽƌ ƵŶĚĞƌ ƚŚŝƐ
ŐƌĞĞŵĞŶƚ͘
ϭϯ͘ϱ ^ƵďŵŝƐƐŝŽŶŽĨ/ŶƐƵƌĂŶĐĞWŽůŝĐŝĞƐ͘ŝƚLJƌĞƐĞƌǀĞƐƚŚĞƌŝŐŚƚƚŽƌĞƋƵŝƌĞ͕ĂƚĂŶLJƚŝŵĞ͕ĐŽŵƉůĞƚĞĂŶĚ
ĐĞƌƚŝĨŝĞĚĐŽƉŝĞƐŽĨĂŶLJŽƌĂůůƌĞƋƵŝƌĞĚŝŶƐƵƌĂŶĐĞƉŽůŝĐŝĞƐĂŶĚĞŶĚŽƌƐĞŵĞŶƚƐ͘
Nov. 12, 2024 Item #2 Page 30 of 680
dd,DEd
W^ϮϱͲϯϱϮϰ
WĂŐĞϲŝƚLJƚƚŽƌŶĞLJƉƉƌŽǀĞĚsĞƌƐŝŽŶϱͬϮϮͬϮϬϮϰ
ϭϰ͘ h^/E^^>/E^
ŽŶƚƌĂĐƚŽƌǁŝůůŽďƚĂŝŶĂŶĚŵĂŝŶƚĂŝŶĂŝƚLJŽĨĂƌůƐďĂĚƵƐŝŶĞƐƐ>ŝĐĞŶƐĞĨŽƌƚŚĞƚĞƌŵŽĨƚŚĞŐƌĞĞŵĞŶƚ͕ĂƐ
ŵĂLJďĞĂŵĞŶĚĞĚĨƌŽŵƚŝŵĞͲƚŽͲƚŝŵĞ͘
ϭϱ͘ KhEd/E'ZKZ^
ŽŶƚƌĂĐƚŽƌ ǁŝůů ŵĂŝŶƚĂŝŶ ĐŽŵƉůĞƚĞ ĂŶĚ ĂĐĐƵƌĂƚĞ ƌĞĐŽƌĚƐ ǁŝƚŚ ƌĞƐƉĞĐƚ ƚŽ ĐŽƐƚƐ ŝŶĐƵƌƌĞĚ ƵŶĚĞƌ ƚŚŝƐ
ŐƌĞĞŵĞŶƚ͘ůůƌĞĐŽƌĚƐǁŝůůďĞĐůĞĂƌůLJŝĚĞŶƚŝĨŝĂďůĞ͘ŽŶƚƌĂĐƚŽƌǁŝůůĂůůŽǁĂƌĞƉƌĞƐĞŶƚĂƚŝǀĞŽĨŝƚLJĚƵƌŝŶŐ
ŶŽƌŵĂůďƵƐŝŶĞƐƐŚŽƵƌƐƚŽĞdžĂŵŝŶĞ͕ĂƵĚŝƚ͕ĂŶĚŵĂŬĞƚƌĂŶƐĐƌŝƉƚƐŽƌĐŽƉŝĞƐŽĨƌĞĐŽƌĚƐĂŶĚĂŶLJŽƚŚĞƌ
ĚŽĐƵŵĞŶƚƐĐƌĞĂƚĞĚƉƵƌƐƵĂŶƚƚŽƚŚŝƐŐƌĞĞŵĞŶƚ͘ŽŶƚƌĂĐƚŽƌǁŝůůĂůůŽǁŝŶƐƉĞĐƚŝŽŶŽĨĂůůǁŽƌŬ͕ĚĂƚĂ͕
ĚŽĐƵŵĞŶƚƐ͕ƉƌŽĐĞĞĚŝŶŐƐ͕ĂŶĚĂĐƚŝǀŝƚŝĞƐƌĞůĂƚĞĚƚŽƚŚĞŐƌĞĞŵĞŶƚĨŽƌĂƉĞƌŝŽĚŽĨĨŽƵƌ;ϰͿLJĞĂƌƐĨƌŽŵƚŚĞ
ĚĂƚĞŽĨĨŝŶĂůƉĂLJŵĞŶƚƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚ͘
ϭϲ͘ KtEZ^,/WK&KhDEd^
ůůǁŽƌŬƉƌŽĚƵĐƚƉƌŽĚƵĐĞĚďLJŽŶƚƌĂĐƚŽƌŽƌŝƚƐĂŐĞŶƚƐ͕ĞŵƉůŽLJĞĞƐ͕ĂŶĚƐƵďĐŽŶƚƌĂĐƚŽƌƐƉƵƌƐƵĂŶƚƚŽƚŚŝƐ
ŐƌĞĞŵĞŶƚŝƐƚŚĞƉƌŽƉĞƌƚLJŽĨŝƚLJ͘/ŶƚŚĞĞǀĞŶƚƚŚŝƐŐƌĞĞŵĞŶƚŝƐƚĞƌŵŝŶĂƚĞĚ͕ĂůůǁŽƌŬƉƌŽĚƵĐƚƉƌŽĚƵĐĞĚ
ďLJŽŶƚƌĂĐƚŽƌŽƌŝƚƐĂŐĞŶƚƐ͕ĞŵƉůŽLJĞĞƐĂŶĚƐƵďĐŽŶƚƌĂĐƚŽƌƐƉƵƌƐƵĂŶƚƚŽƚŚŝƐŐƌĞĞŵĞŶƚǁŝůůďĞĚĞůŝǀĞƌĞĚ
ĂƚŽŶĐĞƚŽŝƚLJ͘ŽŶƚƌĂĐƚŽƌǁŝůůŚĂǀĞƚŚĞƌŝŐŚƚƚŽŵĂŬĞŽŶĞ;ϭͿĐŽƉLJŽĨƚŚĞǁŽƌŬƉƌŽĚƵĐƚĨŽƌŽŶƚƌĂĐƚŽƌ͛Ɛ
ƌĞĐŽƌĚƐ͘
ϭϳ͘ KWzZ/',d^
ŽŶƚƌĂĐƚŽƌĂŐƌĞĞƐƚŚĂƚĂůůĐŽƉLJƌŝŐŚƚƐƚŚĂƚĂƌŝƐĞĨƌŽŵƚŚĞƐĞƌǀŝĐĞƐǁŝůůďĞǀĞƐƚĞĚŝŶŝƚLJĂŶĚŽŶƚƌĂĐƚŽƌ
ƌĞůŝŶƋƵŝƐŚĞƐĂůůĐůĂŝŵƐƚŽƚŚĞĐŽƉLJƌŝŐŚƚƐŝŶĨĂǀŽƌŽĨŝƚLJ͘
ϭϴ͘ EKd/^
dŚĞŶĂŵĞŽĨƚŚĞƉĞƌƐŽŶƐǁŚŽĂƌĞĂƵƚŚŽƌŝnjĞĚƚŽŐŝǀĞǁƌŝƚƚĞŶŶŽƚŝĐĞŽƌƚŽƌĞĐĞŝǀĞǁƌŝƚƚĞŶŶŽƚŝĐĞŽŶďĞŚĂůĨ
ŽĨŝƚLJĂŶĚŽŶďĞŚĂůĨŽĨŽŶƚƌĂĐƚŽƌƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚĂƌĞ͗
&ŽƌŝƚLJ͗&ŽƌŽŶƚƌĂĐƚŽƌ͗
EĂŵĞůĞŝĚĂ&ĞůŝdžzĂĐŬĞůEĂŵĞ
dŝƚůĞ^ĞŶŝŽƌŽŶƚƌĂĐƚĚŵŝŶŝƐƚƌĂƚŽƌdŝƚůĞ
ĞƉƚWƵďůŝĐtŽƌŬƐĚĚƌĞƐƐ
/dzK&Z>^
ĚĚƌĞƐƐϭϲϯϱ&ĂƌĂĚĂLJǀĞŶƵĞWŚŽŶĞ
ĂƌůƐďĂĚ͕ϵϮϬϬϴŵĂŝů
WŚŽŶĞϰϰϮͲϯϯϵͲϮϳϲϳ
ĂĐŚƉĂƌƚLJǁŝůůŶŽƚŝĨLJƚŚĞŽƚŚĞƌŝŵŵĞĚŝĂƚĞůLJŽĨĂŶLJĐŚĂŶŐĞƐŽĨĂĚĚƌĞƐƐƚŚĂƚǁŽƵůĚƌĞƋƵŝƌĞĂŶLJŶŽƚŝĐĞŽƌ
ĚĞůŝǀĞƌLJƚŽďĞĚŝƌĞĐƚĞĚƚŽĂŶŽƚŚĞƌĂĚĚƌĞƐƐ͘
ϭϵ͘ 'EZ>KDW>/Et/d,>t^
ŽŶƚƌĂĐƚŽƌǁŝůůŬĞĞƉĨƵůůLJŝŶĨŽƌŵĞĚŽĨĨĞĚĞƌĂů͕ƐƚĂƚĞĂŶĚůŽĐĂůůĂǁƐĂŶĚŽƌĚŝŶĂŶĐĞƐĂŶĚƌĞŐƵůĂƚŝŽŶƐǁŚŝĐŚ
ŝŶĂŶLJŵĂŶŶĞƌĂĨĨĞĐƚƚŚŽƐĞĞŵƉůŽLJĞĚďLJŽŶƚƌĂĐƚŽƌ͕ŽƌŝŶĂŶLJǁĂLJĂĨĨĞĐƚƚŚĞƉĞƌĨŽƌŵĂŶĐĞŽĨƚŚĞ^ĞƌǀŝĐĞƐ
ďLJ ŽŶƚƌĂĐƚŽƌ͘ ŽŶƚƌĂĐƚŽƌ ǁŝůů Ăƚ Ăůů ƚŝŵĞƐ ŽďƐĞƌǀĞ ĂŶĚ ĐŽŵƉůLJǁŝƚŚ ƚŚĞƐĞ ůĂǁƐ͕ ŽƌĚŝŶĂŶĐĞƐ͕ ĂŶĚ
ƌĞŐƵůĂƚŝŽŶƐĂŶĚǁŝůůďĞƌĞƐƉŽŶƐŝďůĞĨŽƌƚŚĞĐŽŵƉůŝĂŶĐĞŽĨŽŶƚƌĂĐƚŽƌΖƐƐĞƌǀŝĐĞƐǁŝƚŚĂůůĂƉƉůŝĐĂďůĞůĂǁƐ͕
ŽƌĚŝŶĂŶĐĞƐĂŶĚƌĞŐƵůĂƚŝŽŶƐ͘
(,&&
!#!
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-('&)
Nov. 12, 2024 Item #2 Page 31 of 680
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W^ϮϱͲϯϱϮϰ
WĂŐĞϳŝƚLJƚƚŽƌŶĞLJƉƉƌŽǀĞĚsĞƌƐŝŽŶϱͬϮϮͬϮϬϮϰ
ŽŶƚƌĂĐƚŽƌǁŝůůďĞĂǁĂƌĞŽĨƚŚĞƌĞƋƵŝƌĞŵĞŶƚƐŽĨƚŚĞ/ŵŵŝŐƌĂƚŝŽŶZĞĨŽƌŵĂŶĚŽŶƚƌŽůĐƚŽĨϭϵϴϲĂŶĚǁŝůů
ĐŽŵƉůLJǁŝƚŚƚŚŽƐĞƌĞƋƵŝƌĞŵĞŶƚƐ͕ŝŶĐůƵĚŝŶŐ͕ďƵƚŶŽƚůŝŵŝƚĞĚƚŽ͕ǀĞƌŝĨLJŝŶŐƚŚĞĞůŝŐŝďŝůŝƚLJĨŽƌĞŵƉůŽLJŵĞŶƚŽĨ
ĂůůĂŐĞŶƚƐ͕ĞŵƉůŽLJĞĞƐ͕ƐƵďĐŽŶƚƌĂĐƚŽƌƐĂŶĚĐŽŶƐƵůƚĂŶƚƐǁŚŽƐĞƐĞƌǀŝĐĞƐĂƌĞƌĞƋƵŝƌĞĚďLJƚŚŝƐŐƌĞĞŵĞŶƚ͘
ϮϬ͘ >/&KZE//ZZ^KhZ^KZ;ZͿsE>E&>d^Z'h>d/KE^
ŽŶƚƌĂĐƚŽƌ͛ƐǀĞŚŝĐůĞƐǁŝƚŚĂŐƌŽƐƐǀĞŚŝĐůĞǁĞŝŐŚƚƌĂƚŝŶŐŐƌĞĂƚĞƌƚŚĂŶϴ͕ϱϬϬůďƐ͘ĂŶĚůŝŐŚƚͲĚƵƚLJƉĂĐŬĂŐĞ
ĚĞůŝǀĞƌLJǀĞŚŝĐůĞƐŽƉĞƌĂƚĞĚŝŶĂůŝĨŽƌŶŝĂŵĂLJďĞƐƵďũĞĐƚƚŽƚŚĞĂůŝĨŽƌŶŝĂŝƌZĞƐŽƵƌĐĞƐŽĂƌĚ;ZͿ
ĚǀĂŶĐĞĚůĞĂŶ&ůĞĞƚƐƌĞŐƵůĂƚŝŽŶƐ͘^ƵĐŚǀĞŚŝĐůĞƐŵĂLJƚŚĞƌĞĨŽƌĞďĞƐƵďũĞĐƚƚŽƌĞƋƵŝƌĞŵĞŶƚƐƚŽƌĞĚƵĐĞ
ĞŵŝƐƐŝŽŶƐŽĨĂŝƌƉŽůůƵƚĂŶƚƐ͘&ŽƌŵŽƌĞŝŶĨŽƌŵĂƚŝŽŶ͕ƉůĞĂƐĞǀŝƐŝƚƚŚĞZĚǀĂŶĐĞĚůĞĂŶ&ůĞĞƚƐǁĞďƉĂŐĞ
ĂƚŚƚƚƉƐ͗ͬͬǁǁϮ͘Ăƌď͘ĐĂ͘ŐŽǀͬŽƵƌͲǁŽƌŬͬƉƌŽŐƌĂŵƐͬĂĚǀĂŶĐĞĚͲĐůĞĂŶͲĨůĞĞƚƐ͘
Ϯϭ͘ /^Z/D/Ed/KEE,Z^^DEdWZK,//d
ŽŶƚƌĂĐƚŽƌ ǁŝůů ĐŽŵƉůLJ ǁŝƚŚ Ăůů ĂƉƉůŝĐĂďůĞ ůŽĐĂů͕ ƐƚĂƚĞ ĂŶĚ ĨĞĚĞƌĂů ůĂǁƐ ĂŶĚ ƌĞŐƵůĂƚŝŽŶƐ ƉƌŽŚŝďŝƚŝŶŐ
ĚŝƐĐƌŝŵŝŶĂƚŝŽŶĂŶĚŚĂƌĂƐƐŵĞŶƚ͘
ϮϮ͘ /^WhdZ^K>hd/KE
/ĨĂĚŝƐƉƵƚĞƐŚŽƵůĚĂƌŝƐĞƌĞŐĂƌĚŝŶŐƚŚĞƉĞƌĨŽƌŵĂŶĐĞŽĨƚŚĞ^ĞƌǀŝĐĞƐƚŚĞĨŽůůŽǁŝŶŐƉƌŽĐĞĚƵƌĞǁŝůůďĞƵƐĞĚ
ƚŽƌĞƐŽůǀĞĂŶLJƋƵĞƐƚŝŽŶƐŽĨĨĂĐƚŽƌŝŶƚĞƌƉƌĞƚĂƚŝŽŶŶŽƚŽƚŚĞƌǁŝƐĞƐĞƚƚůĞĚďLJĂŐƌĞĞŵĞŶƚďĞƚǁĞĞŶƚŚĞƉĂƌƚŝĞƐ͘
ZĞƉƌĞƐĞŶƚĂƚŝǀĞƐŽĨŽŶƚƌĂĐƚŽƌŽƌŝƚLJǁŝůůƌĞĚƵĐĞƐƵĐŚƋƵĞƐƚŝŽŶƐ͕ĂŶĚƚŚĞŝƌƌĞƐƉĞĐƚŝǀĞǀŝĞǁƐ͕ƚŽǁƌŝƚŝŶŐ͘
ĐŽƉLJŽĨƐƵĐŚĚŽĐƵŵĞŶƚĞĚĚŝƐƉƵƚĞǁŝůůďĞĨŽƌǁĂƌĚĞĚƚŽďŽƚŚƉĂƌƚŝĞƐŝŶǀŽůǀĞĚĂůŽŶŐǁŝƚŚƌĞĐŽŵŵĞŶĚĞĚ
ŵĞƚŚŽĚƐŽĨƌĞƐŽůƵƚŝŽŶ͕ǁŚŝĐŚǁŽƵůĚďĞŽĨďĞŶĞĨŝƚƚŽďŽƚŚƉĂƌƚŝĞƐ͘dŚĞƌĞƉƌĞƐĞŶƚĂƚŝǀĞƌĞĐĞŝǀŝŶŐƚŚĞůĞƚƚĞƌ
ǁŝůůƌĞƉůLJƚŽƚŚĞůĞƚƚĞƌĂůŽŶŐǁŝƚŚĂƌĞĐŽŵŵĞŶĚĞĚŵĞƚŚŽĚŽĨƌĞƐŽůƵƚŝŽŶǁŝƚŚŝŶƚĞŶ;ϭϬͿďƵƐŝŶĞƐƐĚĂLJƐ͘/Ĩ
ƚŚĞƌĞƐŽůƵƚŝŽŶƚŚƵƐŽďƚĂŝŶĞĚŝƐƵŶƐĂƚŝƐĨĂĐƚŽƌLJƚŽƚŚĞĂŐŐƌŝĞǀĞĚƉĂƌƚLJ͕ĂůĞƚƚĞƌŽƵƚůŝŶŝŶŐƚŚĞĚŝƐƉƵƚĞƐǁŝůů
ďĞĨŽƌǁĂƌĚĞĚƚŽƚŚĞŝƚLJDĂŶĂŐĞƌ͘dŚĞŝƚLJDĂŶĂŐĞƌǁŝůůĐŽŶƐŝĚĞƌƚŚĞĨĂĐƚƐĂŶĚƐŽůƵƚŝŽŶƐƌĞĐŽŵŵĞŶĚĞĚ
ďLJĞĂĐŚƉĂƌƚLJĂŶĚŵĂLJƚŚĞŶŽƉƚƚŽĚŝƌĞĐƚĂƐŽůƵƚŝŽŶƚŽƚŚĞƉƌŽďůĞŵ͘/ŶƐƵĐŚĐĂƐĞƐ͕ƚŚĞĂĐƚŝŽŶŽĨƚŚĞŝƚLJ
DĂŶĂŐĞƌǁŝůůďĞďŝŶĚŝŶŐƵƉŽŶƚŚĞƉĂƌƚŝĞƐŝŶǀŽůǀĞĚ͕ĂůƚŚŽƵŐŚŶŽƚŚŝŶŐŝŶƚŚŝƐƉƌŽĐĞĚƵƌĞǁŝůůƉƌŽŚŝďŝƚƚŚĞ
ƉĂƌƚŝĞƐĨƌŽŵƐĞĞŬŝŶŐƌĞŵĞĚŝĞƐĂǀĂŝůĂďůĞƚŽƚŚĞŵĂƚůĂǁ͘
Ϯϯ͘ dZD/Ed/KE
/ŶƚŚĞĞǀĞŶƚŽĨƚŚĞŽŶƚƌĂĐƚŽƌΖƐĨĂŝůƵƌĞƚŽƉƌŽƐĞĐƵƚĞ͕ĚĞůŝǀĞƌ͕ŽƌƉĞƌĨŽƌŵƚŚĞ^ĞƌǀŝĐĞƐ͕ŝƚLJŵĂLJƚĞƌŵŝŶĂƚĞ
ƚŚŝƐŐƌĞĞŵĞŶƚĨŽƌŶŽŶƉĞƌĨŽƌŵĂŶĐĞďLJŶŽƚŝĨLJŝŶŐŽŶƚƌĂĐƚŽƌďLJĐĞƌƚŝĨŝĞĚŵĂŝůŽĨƚŚĞƚĞƌŵŝŶĂƚŝŽŶ͘/ĨŝƚLJ
ĚĞĐŝĚĞƐƚŽĂďĂŶĚŽŶŽƌŝŶĚĞĨŝŶŝƚĞůLJƉŽƐƚƉŽŶĞƚŚĞǁŽƌŬŽƌƐĞƌǀŝĐĞƐĐŽŶƚĞŵƉůĂƚĞĚďLJƚŚŝƐŐƌĞĞŵĞŶƚ͕ŝƚLJ
ŵĂLJƚĞƌŵŝŶĂƚĞƚŚŝƐŐƌĞĞŵĞŶƚƵƉŽŶǁƌŝƚƚĞŶŶŽƚŝĐĞƚŽŽŶƚƌĂĐƚŽƌ͘hƉŽŶŶŽƚŝĨŝĐĂƚŝŽŶŽĨƚĞƌŵŝŶĂƚŝŽŶ͕
ŽŶƚƌĂĐƚŽƌŚĂƐĨŝǀĞ;ϱͿďƵƐŝŶĞƐƐĚĂLJƐƚŽĚĞůŝǀĞƌĂŶLJĚŽĐƵŵĞŶƚƐŽǁŶĞĚďLJŝƚLJĂŶĚĂůůǁŽƌŬŝŶƉƌŽŐƌĞƐƐƚŽ
ŝƚLJĂƚƚŚĞĂĚĚƌĞƐƐĐŽŶƚĂŝŶĞĚŝŶƚŚŝƐŐƌĞĞŵĞŶƚ͘ŝƚLJǁŝůůŵĂŬĞĂĚĞƚĞƌŵŝŶĂƚŝŽŶŽĨĨĂĐƚďĂƐĞĚƵƉŽŶƚŚĞ
ǁŽƌŬƉƌŽĚƵĐƚĚĞůŝǀĞƌĞĚƚŽŝƚLJĂŶĚŽĨƚŚĞƉĞƌĐĞŶƚĂŐĞŽĨǁŽƌŬƚŚĂƚŽŶƚƌĂĐƚŽƌŚĂƐƉĞƌĨŽƌŵĞĚǁŚŝĐŚŝƐ
ƵƐĂďůĞĂŶĚŽĨǁŽƌƚŚƚŽŝƚLJŝŶŚĂǀŝŶŐƚŚĞŐƌĞĞŵĞŶƚĐŽŵƉůĞƚĞĚ͘ĂƐĞĚƵƉŽŶƚŚĂƚĨŝŶĚŝŶŐŝƚLJǁŝůů
ĚĞƚĞƌŵŝŶĞƚŚĞĨŝŶĂůƉĂLJŵĞŶƚŽĨƚŚĞŐƌĞĞŵĞŶƚ͘
ŝƚLJŵĂLJƚĞƌŵŝŶĂƚĞƚŚŝƐŐƌĞĞŵĞŶƚďLJƚĞŶĚĞƌŝŶŐƚŚŝƌƚLJ;ϯϬͿĚĂLJƐǁƌŝƚƚĞŶŶŽƚŝĐĞƚŽŽŶƚƌĂĐƚŽƌ͘ŽŶƚƌĂĐƚŽƌ
ŵĂLJƚĞƌŵŝŶĂƚĞƚŚŝƐŐƌĞĞŵĞŶƚďLJƚĞŶĚĞƌŝŶŐͺͺͺͺͺͺͺͺͺͺͺͺͺͺ;ͺͺͺͿĚĂLJƐǁƌŝƚƚĞŶŶŽƚŝĐĞƚŽŝƚLJ͘/ŶƚŚĞ
ĞǀĞŶƚŽĨƚĞƌŵŝŶĂƚŝŽŶŽĨƚŚŝƐŐƌĞĞŵĞŶƚďLJĞŝƚŚĞƌƉĂƌƚLJĂŶĚƵƉŽŶƌĞƋƵĞƐƚŽĨŝƚLJ͕ŽŶƚƌĂĐƚŽƌǁŝůůĂƐƐĞŵďůĞ
ƚŚĞǁŽƌŬƉƌŽĚƵĐƚĂŶĚƉƵƚŝƚŝŶŽƌĚĞƌĨŽƌƉƌŽƉĞƌĨŝůŝŶŐĂŶĚĐůŽƐŝŶŐĂŶĚĚĞůŝǀĞƌŝƚƚŽŝƚLJ͘ŽŶƚƌĂĐƚŽƌǁŝůůďĞ
ƉĂŝĚĨŽƌǁŽƌŬƉĞƌĨŽƌŵĞĚƚŽƚŚĞƚĞƌŵŝŶĂƚŝŽŶĚĂƚĞ͖ŚŽǁĞǀĞƌ͕ƚŚĞƚŽƚĂůǁŝůůŶŽƚĞdžĐĞĞĚƚŚĞůƵŵƉƐƵŵĨĞĞ
ƉĂLJĂďůĞƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚ͘ŝƚLJǁŝůůŵĂŬĞƚŚĞĨŝŶĂůĚĞƚĞƌŵŝŶĂƚŝŽŶĂƐƚŽƚŚĞƉŽƌƚŝŽŶƐŽĨƚĂƐŬƐĐŽŵƉůĞƚĞĚ
ĂŶĚƚŚĞĐŽŵƉĞŶƐĂƚŝŽŶƚŽďĞŵĂĚĞ͘
Ϯϰ͘ KsEEd^'/E^dKEd/E'Ed&^
ŽŶƚƌĂĐƚŽƌǁĂƌƌĂŶƚƐƚŚĂƚŽŶƚƌĂĐƚŽƌŚĂƐŶŽƚĞŵƉůŽLJĞĚŽƌƌĞƚĂŝŶĞĚĂŶLJĐŽŵƉĂŶLJŽƌƉĞƌƐŽŶ͕ŽƚŚĞƌƚŚĂŶĂ
ďŽŶĂĨŝĚĞĞŵƉůŽLJĞĞǁŽƌŬŝŶŐĨŽƌŽŶƚƌĂĐƚŽƌ͕ƚŽƐŽůŝĐŝƚŽƌƐĞĐƵƌĞƚŚŝƐŐƌĞĞŵĞŶƚ͕ĂŶĚƚŚĂƚŽŶƚƌĂĐƚŽƌŚĂƐ
ŶŽƚƉĂŝĚŽƌĂŐƌĞĞĚƚŽƉĂLJĂŶLJĐŽŵƉĂŶLJŽƌƉĞƌƐŽŶ͕ŽƚŚĞƌƚŚĂŶĂďŽŶĂĨŝĚĞĞŵƉůŽLJĞĞ͕ĂŶLJĨĞĞ͕ĐŽŵŵŝƐƐŝŽŶ͕
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Nov. 12, 2024 Item #2 Page 32 of 680
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W^ϮϱͲϯϱϮϰ
WĂŐĞϴŝƚLJƚƚŽƌŶĞLJƉƉƌŽǀĞĚsĞƌƐŝŽŶϱͬϮϮͬϮϬϮϰ
ƉĞƌĐĞŶƚĂŐĞ͕ďƌŽŬĞƌĂŐĞĨĞĞ͕ŐŝĨƚ͕ŽƌĂŶLJŽƚŚĞƌĐŽŶƐŝĚĞƌĂƚŝŽŶĐŽŶƚŝŶŐĞŶƚƵƉŽŶ͕ŽƌƌĞƐƵůƚŝŶŐĨƌŽŵ͕ƚŚĞĂǁĂƌĚ
ŽƌŵĂŬŝŶŐŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͘&ŽƌďƌĞĂĐŚŽƌǀŝŽůĂƚŝŽŶŽĨƚŚŝƐǁĂƌƌĂŶƚLJ͕ŝƚLJǁŝůůŚĂǀĞƚŚĞƌŝŐŚƚƚŽĂŶŶƵůƚŚŝƐ
ŐƌĞĞŵĞŶƚǁŝƚŚŽƵƚůŝĂďŝůŝƚLJ͕Žƌ͕ŝŶŝƚƐĚŝƐĐƌĞƚŝŽŶ͕ƚŽĚĞĚƵĐƚĨƌŽŵƚŚĞŐƌĞĞŵĞŶƚƉƌŝĐĞŽƌĐŽŶƐŝĚĞƌĂƚŝŽŶ͕Žƌ
ŽƚŚĞƌǁŝƐĞƌĞĐŽǀĞƌ͕ƚŚĞĨƵůůĂŵŽƵŶƚŽĨƚŚĞĨĞĞ͕ĐŽŵŵŝƐƐŝŽŶ͕ƉĞƌĐĞŶƚĂŐĞ͕ďƌŽŬĞƌĂŐĞĨĞĞƐ͕ŐŝĨƚ͕ŽƌĐŽŶƚŝŶŐĞŶƚ
ĨĞĞ͘
Ϯϱ͘ >/D^E>t^h/d^
LJƐŝŐŶŝŶŐƚŚŝƐŐƌĞĞŵĞŶƚ͕ŽŶƚƌĂĐƚŽƌĂŐƌĞĞƐƚŚĂƚĂŶLJŐƌĞĞŵĞŶƚĐůĂŝŵƐƵďŵŝƚƚĞĚƚŽŝƚLJŵƵƐƚďĞ
ĂƐƐĞƌƚĞĚĂƐƉĂƌƚŽĨƚŚĞŐƌĞĞŵĞŶƚƉƌŽĐĞƐƐĂƐƐĞƚĨŽƌƚŚŝŶƚŚŝƐŐƌĞĞŵĞŶƚĂŶĚŶŽƚŝŶĂŶƚŝĐŝƉĂƚŝŽŶŽĨ
ůŝƚŝŐĂƚŝŽŶŽƌŝŶĐŽŶũƵŶĐƚŝŽŶǁŝƚŚůŝƚŝŐĂƚŝŽŶ͘ŽŶƚƌĂĐƚŽƌĂĐŬŶŽǁůĞĚŐĞƐƚŚĂƚŝĨĂĨĂůƐĞĐůĂŝŵŝƐƐƵďŵŝƚƚĞĚƚŽ
ŝƚLJ͕ŝƚŵĂLJďĞĐŽŶƐŝĚĞƌĞĚĨƌĂƵĚĂŶĚŽŶƚƌĂĐƚŽƌŵĂLJďĞƐƵďũĞĐƚƚŽĐƌŝŵŝŶĂůƉƌŽƐĞĐƵƚŝŽŶ͘ŽŶƚƌĂĐƚŽƌ
ĂĐŬŶŽǁůĞĚŐĞƐƚŚĂƚĂůŝĨŽƌŶŝĂ'ŽǀĞƌŶŵĞŶƚŽĚĞƐĞĐƚŝŽŶƐϭϮϲϱϬĞƚƐĞƋ͕͘ƚŚĞ&ĂůƐĞůĂŝŵƐĐƚĂƉƉůŝĞƐƚŽƚŚŝƐ
ŐƌĞĞŵĞŶƚĂŶĚ͕ƉƌŽǀŝĚĞƐĨŽƌĐŝǀŝůƉĞŶĂůƚŝĞƐǁŚĞƌĞĂƉĞƌƐŽŶŬŶŽǁŝŶŐůLJƐƵďŵŝƚƐĂĨĂůƐĞĐůĂŝŵƚŽĂƉƵďůŝĐ
ĞŶƚŝƚLJ͘dŚĞƐĞƉƌŽǀŝƐŝŽŶƐŝŶĐůƵĚĞĨĂůƐĞĐůĂŝŵƐŵĂĚĞǁŝƚŚĚĞůŝďĞƌĂƚĞŝŐŶŽƌĂŶĐĞŽĨƚŚĞĨĂůƐĞŝŶĨŽƌŵĂƚŝŽŶŽƌŝŶ
ƌĞĐŬůĞƐƐĚŝƐƌĞŐĂƌĚŽĨƚŚĞƚƌƵƚŚŽƌĨĂůƐŝƚLJŽĨŝŶĨŽƌŵĂƚŝŽŶ͘/ĨŝƚLJƐĞĞŬƐƚŽƌĞĐŽǀĞƌƉĞŶĂůƚŝĞƐƉƵƌƐƵĂŶƚƚŽƚŚĞ
&ĂůƐĞ ůĂŝŵƐ Đƚ͕ ŝƚ ŝƐ ĞŶƚŝƚůĞĚ ƚŽ ƌĞĐŽǀĞƌ ŝƚƐ ůŝƚŝŐĂƚŝŽŶ ĐŽƐƚƐ͕ ŝŶĐůƵĚŝŶŐ ĂƚƚŽƌŶĞLJΖƐ ĨĞĞƐ͘ ŽŶƚƌĂĐƚŽƌ
ĂĐŬŶŽǁůĞĚŐĞƐƚŚĂƚƚŚĞĨŝůŝŶŐŽĨĂĨĂůƐĞĐůĂŝŵŵĂLJƐƵďũĞĐƚŽŶƚƌĂĐƚŽƌƚŽĂŶĂĚŵŝŶŝƐƚƌĂƚŝǀĞĚĞďĂƌŵĞŶƚ
ƉƌŽĐĞĞĚŝŶŐĂƐƚŚĞƌĞƐƵůƚŽĨǁŚŝĐŚŽŶƚƌĂĐƚŽƌŵĂLJďĞƉƌĞǀĞŶƚĞĚƚŽĂĐƚĂƐĂŽŶƚƌĂĐƚŽƌŽŶĂŶLJƉƵďůŝĐǁŽƌŬ
ŽƌŝŵƉƌŽǀĞŵĞŶƚĨŽƌĂƉĞƌŝŽĚŽĨƵƉƚŽĨŝǀĞ;ϱͿLJĞĂƌƐ͘ŽŶƚƌĂĐƚŽƌĂĐŬŶŽǁůĞĚŐĞƐĚĞďĂƌŵĞŶƚďLJĂŶŽƚŚĞƌ
ũƵƌŝƐĚŝĐƚŝŽŶŝƐŐƌŽƵŶĚƐĨŽƌŝƚLJƚŽƚĞƌŵŝŶĂƚĞƚŚŝƐŐƌĞĞŵĞŶƚ͘
Ϯϲ͘ :hZ/^/d/KE^EsEh
dŚŝƐŐƌĞĞŵĞŶƚƐŚĂůůďĞŝŶƚĞƌƉƌĞƚĞĚŝŶĂĐĐŽƌĚĂŶĐĞǁŝƚŚƚŚĞůĂǁƐŽĨƚŚĞ^ƚĂƚĞŽĨĂůŝĨŽƌŶŝĂ͘ŶLJĂĐƚŝŽŶĂƚ
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ŐŽǀĞƌŶŝŶŐďŽĚLJ͕ƐŚĂůůŚĂǀĞƚŚĞŽƉƚŝŽŶƚŽƉĂƌƚŝĐŝƉĂƚĞŝŶƚŚŝƐĐŽŶƚƌĂĐƚĂƚƚŚĞƐĂŵĞƉƌŝĐĞƐ͕ƚĞƌŵƐ͕ĂŶĚ
ĐŽŶĚŝƚŝŽŶƐ͘/ĨĂŶŽƚŚĞƌƉƵďůŝĐĂŐĞŶĐLJĐŚŽŽƐĞƐƚŽƉĂƌƚŝĐŝƉĂƚĞ͕ƚŚĞƚĞƌŵƐŚĂůůďĞĨŽƌƚŚĞƚĞƌŵŽĨƚŚŝƐĐŽŶƚƌĂĐƚ͕
Nov. 12, 2024 Item #2 Page 33 of 680
dd,DEd
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ĂŶĚ ƐŚĂůů ďĞ ĐŽŶƚŝŶŐĞŶƚ ƵƉŽŶ ŽŶƚƌĂĐƚŽƌΖƐ ĂĐĐĞƉƚĂŶĐĞ͘ WĂƌƚŝĐŝƉĂƚŝŶŐ ƉƵďůŝĐ ĂŐĞŶĐŝĞƐ ƐŚĂůů ďĞ ƐŽůĞůLJ
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ďLJĂŶŽƚŚĞƌƉƵďůŝĐĂŐĞŶĐLJ͘
ϯϭ͘ hd,KZ/dz
dŚĞŝŶĚŝǀŝĚƵĂůƐĞdžĞĐƵƚŝŶŐƚŚŝƐŐƌĞĞŵĞŶƚĂŶĚƚŚĞŝŶƐƚƌƵŵĞŶƚƐƌĞĨĞƌĞŶĐĞĚŝŶŝƚŽŶďĞŚĂůĨŽĨŽŶƚƌĂĐƚŽƌ
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Nov. 12, 2024 Item #2 Page 34 of 680
Docusign Envelope ID: E20E02D8-34E8-4571-AA0A-E101C8CFA1AA
CONTRACTOR
Domusstudio Architecture, LLP, a limited
liability partnership
By:
By:
(sign here)
Wayne Holtan, Principal
(print name/title)
(sign here)
Jonathan Dominy,
Principal Managing Partner
(print name/title)
ATTACHMENT B
PSA25-3524CA
CITY OF CARLSBAD, a municipal corporation of
the State of California
By:
Keith Blackburn, Mayor
ATTEST:
SHERRY FREISINGER, City Clerk
By:
Deputy City Clerk
Proper notarial acknowledgment of execution by Contractor must be attached. If a corporation,
Agreement must be signed by one corporate officer from each of the following two groups:
Group A
Chairman,
President, or
Vice-President
Group B
Secretary,
Assistant Secretary,
CFO or Assistant Treasurer
Otherwise, the corporation must attach a resolution certified by the secretary or assistant secretary under
corporate seal empowering the officer(s) signing to bind the corporation.
APPROVED AS TO FORM:
CINDIE K. McMAHON, City Attorney
BY: ____________ _
Assistant City Attorney
Page 10 City Attorney Approved Version 5/22/2024
Nov. 12,2024 Item #2 Page 35 of 680
dd,DEd
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^KWK&^Zs/^E&^
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͘ƌŝĚŐŝŶŐŽĐƵŵĞŶƚĞǀĞůŽƉŵĞŶƚ͘
͘ŽŵƉůĞƚĞĞƐŝŐŶ^ĞƌǀŝĐĞƐ͘
͘ŽŶĐĞƉƚƵĂůĞƐŝŐŶ͘
͘ĞƐŝŐŶĚŵŝŶŝƐƚƌĂƚŝŽŶ^ĞƌǀŝĐĞƐ;Z&/͕^/͕ZĞǀŝĞǁͿ͘
͘^ƉĂĐĞWƌŽŐƌĂŵŵŝŶŐ͘
ZĞƋƵĞƐƚƐĨŽƌǁŽƌŬŶŽƚůŝƐƚĞĚĂďŽǀĞŵƵƐƚďĞĐŽŶƚƌĂĐƚĞĚƵŶĚĞƌƐĞƉĂƌĂƚĞĂŐƌĞĞŵĞŶƚ͘
Nov. 12, 2024 Item #2 Page 36 of 680
Fee Proposal
City of Carlsbad
Request for Qualifications Notice
Master Services Agreement for Consultants
Number: RFQ24-3430CA
1. Architecture / Bridging
A. Bridging Document Development
B. Complete Design Services
C. Conceptual Design
D. Design Administration Services
(RFI, ASI, Review)
E. Space Programming
2800 Third Avenue San Diego, CA 92103
Tel 619.692.9393
1. Cover SheetEXHIBIT "A"
Nov. 12, 2024 Item #2 Page 37 of 680
domusstudio architecture
2
Attachment B - Master Services
Agreement Rate Schedule
15
(See attached)
(See attached)
See Notes below
NA - we can work with City's
reprographic consultant
0.67
NA - no markup
See Notes below
Nov. 12, 2024 Item #2 Page 38 of 680
domusstudio architecture
3
Attachment B - Master Services
Agreement Rate Schedule
Principals: -RQDWKDQ'RPLQ\$,$_:D\QH+ROWDQ$,$_'DYLG.HLWHO$,$_'DYLG3IHLIHU$,$_-RKQ3\MDU$,$
7KLUG$YHQXH6DQ'LHJR&DOLIRUQLDGRPXVVWXGLRFRP
Hourly Billing Classification Rates Schedule
Effective as of January 2024
CLASSIFICATION
PERSONNEL
HOURLY RATE
Principal
Jonathan Dominy AIA
Wayne Holtan AIA
David Keitel AIA
David Pfeifer AIA | LEED AP
John Pyjar AIA | LEED AP
$220
Associate
Lisa D’Ambrosia AIA
Tommy Ross AIA
$195
Project Manager
Rachel Barnhart
Michael D. Meizen AIA
Luis Ramirez
Kellie Terrell | LEED AP
$165
Project Architect
Toni Pyjar
$140
Designer/Job Captain
Yohannes Abebe
Michael Cintron, AIA Associate Member
Kayleigh Cornejo, AIA Associate Member
Joseph Fleener
Uros Milikic
$110
Business Administrator
John Topete
$105
EEO Provisions: domusstudio architecture is an equal opportunity employer and makes employment decisions on the basis of
merit. We want to have the best available persons in every job. Company policy prohibits unlawful discrimination based on race, color,
creed, gender, religion, marital status, age, national origin or ancestry, physical or mental disability, medical condition including genetic
characteristics, or any other consideration made unlawful by federal, state, or local laws. All such discrimination is unlawful.
Our Company is committed to compliance with all applicable laws providing equal employment opportunities. This commitment
applies to all persons involved in the operations of the Company and prohibits unlawful discrimination by any staff member of
the Company, including Principals, Associates and outside Consultants.
Nov. 12, 2024 Item #2 Page 39 of 680
49449 Balboa Avenue, Suite 270, San Diego, CA 92123 | 619.299.5550 | bwesd.com
Structural Engineering Civil Engineering Land Surveyingggggyg
STRUCTURAL ENGINEERING
HOURLY RATE SCHEDULE
City of Carlsbad Master Services Agreement
Charlie Colvin, SE / BWE, Inc.Principal................................................................. $190.00
Dave Adams, SE / BWE, Inc.Principal Associate / Project Manager…………$165.00
Mara Cordon, SE / BWE, Inc.Senior Project Engineer........................................$140.00
Helen To / BWE, Inc.Project Engineer / BIM Manager........................... $125.00
Guillermo Vallejo / BWE, Inc.Engineering Technician......................................... $115.00
Kristen Marlow / BWE, Inc.Administrative Assistant......................................... $100.00
Nov. 12, 2024 Item #2 Page 40 of 680
5
Snipes-Dye associates
____________________________________________________________________________________________
c i v i l e n g i n e e r s a n d l a n d s u r v e y o r s
&HQWHU'ULYH6XLWH*/D0HVD&$--)D[-2033
William A. Snipes, P.E., L.S.
Principal
Matthew P. Kurtz, P.E.
Principal
Todd Rockwell, L.S.
Survey Manager
Adolfo Flores Jr.
Asst. Survey Manager
Diana C. Padilla, P.E.
Project Engineer
Exhibit A
Civil Engineering and
Land Surveying
Services
Sub-Consultants
Snipes-Dye Associates Title
Hourly
Rate
1 Matthew P. Kurtz Principal Engineer
235.00
2 William A. Snipes Principal Engineer/Surveyor
235.00
3 Diana Padilla Project Engineer
195.00
4 Alfonso Alonso Sr. Design Engineer
160.00
5 Nick Doungpanya Asst. Design Engineer
120.00
6 Dustin Bui Jr. Design Engineer
110.00
7 Anjalique Preston Jr. Design Engineer
110.00
8 Mark Sanders CAD Technician
140.00
9 Adolfo Flores, Jr. Survey Manager
195.00
10 Cory Kurtz Survey Analyst/Calculations
160.00
11 One Person Survey Crew Prevailing Wage Rate
260.00
12 Two Person Survey Crew Prevailing Wage Rate
325.00
13 3 Staff Available Technical Assistant
95.00
Expenses
Description Cost % Markup
1 Reimbursable Expenses Cost 10%
Nov. 12, 2024 Item #2 Page 41 of 680
6
MCPARLANE & ASSOCIATES, INC.
Principal $225
Project Manager $200
Project Engineer $150
Designer (Revit/AutoCAD) $125
Administration $100
HOURLY RATES
Nov. 12, 2024 Item #2 Page 42 of 680
7
Billing Rate Schedule
2024 Hourly Rates
TITLE - CATEGORY
Engineering Aide or Project Administrator $115 - $135
Project Coordinator $135 - $155
BIM Designer $135 - $155
Designer / Engineer $180 - $205
Senior BIM Designer $195 - $225
Senior Designer / Senior Engineer $205 - $235
Sustainability Specialist $225 - $245
Supervising Designer $260 - $280
Project Manager $280 - $300
Project Engineer/Supervising Engineer $280 - $300
Principal in Charge $335 - $365
Project Executive $400 - $440
The above rates are applicable through December 31, 2024 and are subject to annual escalation.
Any project related, out-of-pocket expenses incurred are reimbursable at a 1.1x multiplier.
RATE PER HOUR ($)
7
()
ƍCounty of Riverside On-Call Engineering
Services (completed)
(p )
Nov. 12, 2024 Item #2 Page 43 of 680
8
+RXUO\%LOOLQJ5DWHV
Effective January 2024
These rates are effective through December 2024
F:\01 Agreement and Proposal Forms\04 Standard Hourly Rates\2024\SD_2024 Hourly Billing Rates Electrical Only.docx
CLASSIFICATION
ELECTRICAL
Principal III $310
Principal II $289
Principal I $278
Senior Discipline Manager $263
Senior Discipline Project Manager $257
Senior Discipline Engineer $247
Senior Project Engineer $252
Senior Project Manager $236
Discipline Manager $231
Discipline Engineer $229
Senior Engineer $210
Project Manager $200
Engineer III $189
Engineer II $168
Engineer I $152
Engineering Intern $110
Senior Designer $179
Designer III $158
Designer II $147
Designer I $123
Drafter II $114
Drafter I $105
Administrative Supervisor 1 $98
Clerical $89
Nov. 12, 2024 Item #2 Page 44 of 680
9
Design Fees & Hourly Rates
Our office standard policy is to provide fixed fees for individual projects at
the time such work is requested. A written fee estimate and scope of work
will be submitted for your review and approval prior to any work being
performed. Fees will include separate line items for reimbursable expenses,
testing, photography, copy writing, and other specific items, if included in
our work.
Design work on smaller projects, and additional work on established projects
can be provided at the client’s request, at our standard office hourly rates.
Principal $170.00 per hour
Project Landscape Architect / Designer $140.00 per hour
Irrigation Designer $100.00 per hour
Clerical $60.00 per hour
Copy Writer $92.00 per hour
Reimbursable Expenses
Plan and report printing and photographic or xerox work may be billed directly
through your printing account at your request. Printing billed through our
account, special materials for the preparation of presentation exhibits (i.e. mylars,
frames, mounting, etc.), soil tests or reports, and outside consultants will be
billed at cost plus 10% for handling, or may be billed to you directly through the
supplier of your choice. In-house plots of the final plans (if required) will be
billed at $2.00 each for bond and $22.00 for mylar.
Nov. 12, 2024 Item #2 Page 45 of 680
10Ninyo & Moore | City of Carlsbad Master Agreement for Professional Services | 02-03403 | May 23, 2024 CA14
Schedule of Fees
Hourly Charges for Personnel
Professional Staff
Principal Engineer/Geologist/Environmental Scientist/Certified Industrial Hygienist .............................................. $ 210
Senior Engineer/Geologist/Environmental Scientist ............................................................................................... $ 200
Senior Project Engineer/Geologist/Environmental Scientist ................................................................................... $ 195
Project Engineer/Geologist/Environmental Scientist ............................................................................................... $ 185
Senior Staff Engineer/Geologist/Environmental Scientist ....................................................................................... $ 170
Staff Engineer/Geologist/Environmental Scientist................................................................................................... $ 155
GIS Analyst .............................................................................................................................................................. $ 130
Technical Illustrator/CAD Operator.......................................................................................................................... $ 110
Field Staff
Certified Asbestos/Lead Technician ........................................................................................................................ $ 195
Field Operations Manager ....................................................................................................................................... $ 130 Nondestructive Examination Technician (UT, MT, LP) ........................................................................................... $ 125
Supervisory Technician ........................................................................................................................................... $ 120 Special Inspector (Concrete, Masonry, Structural Steel, Welding, and Fireproofing) ............................................ $ 115
Senior Technician .................................................................................................................................................... $ 110
Technician ................................................................................................................................................................ $ 110
Administrative Staff
Information Specialist .............................................................................................................................................. $ 90
Geotechnical/Environmental/Laboratory Assistant ................................................................................................. $ 95 Data Processor ........................................................................................................................................................ $ 75
Other Charges
Concrete Coring Equipment (includes technician) .............................................................................................. $ 190/hr
Anchor Load Test Equipment (includes technician) ........................................................................................... $ 190/hr
GPR Equipment ................................................................................................................................................... $ 180/hr
State of California Prevailing Wage Surcharge................................................................................................... $ 30/hr
Inclinometer ......................................................................................................................................................... $ 100/hr
Hand Auger Equipment ....................................................................................................................................... $ 80/hr
Rebar Locator (Pachometer) ............................................................................................................................... $ 25/hr
Vapor Emission Kit .............................................................................................................................................. $ 65/kit
Nuclear Density Gauge ....................................................................................................................................... $ 12/hr
X-Ray Fluorescence ............................................................................................................................................ $ 70/hr
PID/FID ................................................................................................................................................................ $ 25/hr
Air Sampling Pump .............................................................................................................................................. $ 10/hr
Field Vehicle ........................................................................................................................................................ $ 15/hr
Expert Witness Testimony ................................................................................................................................... $ 450/hr
Direct Expenses .................................................................................................................................... Cost plus 15 %
Special equipment charges will be provided upon request.
Notes
Our field services, are charged at a 4-hour minimum, and 8-hour minimum for hours exceeding 4 hours. Overtime rates
at 1.5 times the regular rates will be charged for work performed in excess of 8 hours in one day Monday through Friday
and all day on Saturday. Rates at twice the regular rates will be charged for all work in excess of 12 hours in one day,
all day Sunday and on holidays.
Field services that may be subject to prevailing wage in accordance with AB 1768 and Prevailing Wage Determinations,
will be subject to a prevailing wage surcharge as shown in our Schedule of Fees. Our rates will be adjusted in conjunction
with the increase in the Prevailing Wage Determination during the life of the project, as applicable.
The terms and conditions are included in Ninyo & Moore’s Work Authorization and Agreement form.
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Ninyo & Moore | 2021 Laboratory Testing
Schedule of Fees for Laboratory Testing
SOILS CONCRETE
Atterberg Limits, D 4318, CT 204 .............................................................. $ 170 Compression Tests, 6x12 Cylinder, C 39 ................................................... $ 35 California Bearing Ratio (CBR), D 1883 .................................................... $ 550 Concrete Mix Design Review, Job Spec ..................................................... $ 300 Chloride and Sulfate Content, CT 417 & CT 422 ..................................... $ 175 Concrete Mix Design, per Trial Batch, 6 cylinder, ACI ............................... $ 850
Consolidation, D 2435, CT 219 .................................................................. $ 300 Concrete Cores, Compression (excludes sampling), C 42 ....................... $ 120
Consolidation, Hydro-Collapse only, D 2435 ............................................ $ 150 Drying Shrinkage, C 157 .............................................................................. $ 400
Consolidation – Time Rate, D 2435, CT 219 ............................................ $ 200 Flexural Test, C 78 ....................................................................................... $ 85
Direct Shear – Remolded, D 3080 ............................................................ $ 350 Flexural Test, C 293 ..................................................................................... $ 85 Direct Shear – Undisturbed, D 3080 ......................................................... $ 300 Flexural Test, CT 523 ................................................................................... $ 95 Durability Index, CT 229 ............................................................................. $ 175 Gunite/Shotcrete, Panels, 3 cut cores per panel and test, ACI ................ $ 275
Expansion Index, D 4829, IBC 18-3 .......................................................... $ 190 Lightweight Concrete Fill, Compression, C 495 ......................................... $ 80
Expansion Potential (Method A), D 4546 .................................................. $ 170 Petrographic Analysis, C 856 ...................................................................... $ 2,000
Geofabric Tensile and Elongation Test, D 4632 ....................................... $ 200 Restrained Expansion of Shrinkage Compensation .................................. $ 450 Hydraulic Conductivity, D 5084 .................................................................. $ 350 Splitting Tensile Strength, C 496 ................................................................. $ 100 Hydrometer Analysis, D 6913, CT 203...................................................... $ 220 3x6 Grout, (CLSM), C 39 ............................................................................. $ 55
Moisture, Ash, & Organic Matter of Peat/Organic Soils ........................... $ 120 2x2x2 Non-Shrink Grout, C 109 ................................................................. $ 55
Moisture Only, D 2216, CT 226 ................................................................. $ 35
Moisture and Density, D 2937 ................................................................... $ 45 ASPHALT
Permeability, CH, D 2434, CT 220 ............................................................ $ 300 Air Voids, T 269 ............................................................................................ $ 85 pH and Resistivity, CT 643......................................................................... $ 175 Asphalt Mix Design, Caltrans (incl. Aggregate Quality) ............................. $ 4,500
Proctor Density D1557, D 698, CT 216, AASHTO T-180 ........................ $ 220 Asphalt Mix Design Review, Job Spec ....................................................... $ 180
Proctor Density with Rock Correction D 1557 .......................................... $ 340 Dust Proportioning, CT LP-4 ........................................................................ $ 85
R-value, D 2844, CT 301 ........................................................................... $ 375 Extraction, % Asphalt, including Gradation, D 2172, CT 382 .................... $ 250
Sand Equivalent, D 2419, CT 217 ............................................................. $ 125 Extraction, % Asphalt without Gradation, D 2172, CT 382 ........................ $ 150 Sieve Analysis, D 6913, CT 202 ................................................................ $ 145 Film Stripping, CT 302.................................................................................. $ 120
Sieve Analysis, 200 Wash, D 1140, CT 202 ............................................. $ 100 Hveem Stability and Unit Weight D 1560, T 246, CT 366 ......................... $ 225
Specific Gravity, D 854 ............................................................................... $ 125 Marshall Stability, Flow and Unit Weight, T 245 ......................................... $ 240
Thermal Resistivity (ASTM 5334, IEEE 442) ............................................ $ 925 Maximum Theoretical Unit Weight, D 2041, CT 309 .................................. $ 150
Triaxial Shear, C.D, D 4767, T 297 ........................................................... $ 550 Moisture Content, CT 370 ............................................................................ $ 95 Triaxial Shear, C.U., w/pore pressure, D 4767, T 2297 per pt ................ $ 450 Moisture Susceptibility and Tensile Stress Ratio, T 238, CT 371 ............. $ 1,000 Triaxial Shear, C.U., w/o pore pressure, D 4767, T 2297 per pt ........................$ 350 Slurry Wet Track Abrasion, D 3910 ............................................................. $ 150
Triaxial Shear, U.U., D 2850 ...................................................................... $ 250 Superpave, Asphalt Mix Verification (incl. Aggregate Quality) .................. $ 4,900
Unconfined Compression, D 2166, T 208 ................................................. $ 180 Superpave, Gyratory Unit Wt., T 312 .......................................................... $ 100
Superpave, Hamburg Wheel, 20,000 passes, T 324 ................................. $ 1,000 MASONRY Unit Weight sample or core, D 2726, CT 308 ............................................. $ 100
Brick Absorption, 24-hour submersion, 5-hr boiling, 7-day, C 67 ............ $ 70 Voids in Mineral Aggregate, (VMA) CT LP-2 .............................................. $ 90
Brick Compression Test, C 67 ................................................................... $ 55 Voids filled with Asphalt, (VFA) CT LP-3 .................................................... $ 90
Brick Efflorescence, C 67 ........................................................................... $ 55 Wax Density, D 1188................................................................................... $ 140
Brick Modulus of Rupture, C 67 ................................................................. $ 50 Brick Moisture as received, C 67 ............................................................... $ 45 AGGREGATES
Brick Saturation Coefficient, C 67 .............................................................. $ 60 Clay Lumps and Friable Particles, C 142.................................................... $ 180
Concrete Block Compression Test, 8x8x16, C 140 ................................. $ 70 Cleanness Value, CT 227 ............................................................................ $ 180
Concrete Block Conformance Package, C 90 .......................................... $ 500 Crushed Particles, CT 205 ........................................................................... $ 175 Concrete Block Linear Shrinkage, C 426 .................................................. $ 200 Durability, Coarse or Fine, CT 229 .............................................................. $ 205 Concrete Block Unit Weight and Absorption, C 140 ................................ $ 70 Fine Aggregate Angularity, ASTM C 1252, T 304, CT 234 ....................... $ 180
Cores, Compression or Shear Bond, CA Code ........................................ $ 70 Flat and Elongated Particle, D 4791............................................................ $ 220
Masonry Grout, 3x3x6 prism compression, C 39 ..................................... $ 45 Lightweight Particles, C 123 ........................................................................ $ 180
Masonry Mortar, 2x2 cube compression, C 109 ....................................... $ 35 Los Angeles Abrasion, C 131 or C 535 ....................................................... $ 200
Masonry Prism, half size, compression, C 1019 ...................................... $ 120 Material Finer than No. 200 Sieve by Washing, C 117 .............................. $ 90 Masonry Prism, Full size, compression, C 1019 ...................................... $ 200 Organic Impurities, C 40 .............................................................................. $ 90 Potential Alkali Reactivity, Mortar Bar Method, Coarse, C 1260 ............... $ 1,250
REINFORCING AND STRUCTURAL STEEL Potential Alkali Reactivity, Mortar Bar Method, Fine, C 1260 .................... $ 950
Chemical Analysis, A 36, A 615................................................................. $ 135 Potential Reactivity of Aggregate (Chemical Method), C 289 ................... $ 475
Fireproofing Density Test, UBC 7-6........................................................... $ 90 Sand Equivalent, T 176, CT 217 ................................................................. $ 125 Hardness Test, Rockwell, A 370 ............................................................... $ 80 Sieve Analysis, Coarse Aggregate, T 27, C 136 ........................................ $ 120 High Strength Bolt, Nut & Washer Conformance, Sieve Analysis, Fine Aggregate (including wash), T 27, C 136................. $ 145
per assembly, A 325 ............................................................................. $ 150 Sodium Sulfate Soundness, C 88 ............................................................... $ 450
Mechanically Spliced Reinforcing Tensile Test, ACI ................................ $ 175 Specific Gravity and Absorption, Coarse, C 127, CT 206 ......................... $ 115
Pre-Stress Strand (7 wire), A 416 .............................................................. $ 170 Specific Gravity and Absorption, Fine, C 128, CT 207 .............................. $ 175
Reinforcing Tensile or Bend up to No. 11, A 615 & A 706...................... $ 75 Structural Steel Tensile Test: Up to 200,000 lbs., A 370 ......................... $ 90 ROOFING
Welded Reinforcing Tensile Test: Up to No. 11 bars, ACI ....................... $ 80 Roofing Tile Absorption, (set of 5), C 67 ..................................................... $ 250
Roofing Tile Strength Test, (set of 5), C 67 ................................................ $ 250
Special preparation of standard test specimens will be charged at the technician’s hourly rate.
Ninyo & Moore is accredited to perform the AASHTO equivalent of many ASTM test procedures.
Nov. 12, 2024 Item #2 Page 47 of 680
12
Fee Schedule - 2024
TITLE HOURLY RATE
DIRECTOR
LEVEL SERVICES:Director $270
MANAGEMENT:Cost Estimating Manager $197
SENIOR
PROFESSIONAL:Senior Cost Estimator $187
PROFESSIONAL:
Cost Estimator II
Cost Estimator I
Economist
Senior Risk Analyst
$172
$162
$200
$187
Rates are valid through 31 December 2024.
PROFESSIONAL RATES
Nov. 12, 2024 Item #2 Page 48 of 680
13
STC Traffic, Inc.
Fee Schedule
Staff Title Hourly Rate
Ashley Adamos Project Engineer III $190.00
Myles Baidy Project Engineer III $190.00
Justin Bautista Drafter II $130.00
Robert Blough Principal Manager $260.00
Jordan Conrad Intern $100.00
David Dipierro Senior Principal Manager $270.00
Alexander Duenhoelter Intern $100.00
John Flores Intern $100.00
Binyam Gebregergs Project Engineer I $140.00
Brett Hansen Construction Manager $240.00
Alain Hungerford Systems Engineer/Tech Specialist III $200.00
Philip Kern Senior Principal Manager $240.00
Christian Lambarth Principal Manager $260.00
Adam Lemberg Sr. Systems Engineer/Technical Specialist $220.00
Trevor O’Neal Project Engineer I $140.00
Gianluca Pesaresi Project Engineer II $160.00
Brandon Schlueter Project Manager I $200.00
Balaji Shivaji Senior Project Engineer $210.00
Jason Stack Principal-In-Charge $290.00
Kevin Stone Sr. Construction Engineer/Inspector $220.00
Joseph Walters Senior Project Engineer $210.00
Phillip Wragg Project Manager I $200.00
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Nov. 12, 2024 Item #2 Page 49 of 680