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HomeMy WebLinkAboutNancy K. Bohl Inc dba The Counseling Team International; 2025-11-13;Docusign Envelope ID: 09EB 14CC-FDB5-4D1 A-B 1 E4-3534AB479566 AGREEMENT FOR BEHAVIORAL HEALTH AND WELLNESS SERVICES NANCY K. BOHL, INC. DBA THE COUNSELING TEAM INTERNATIONAL THIS AGREEMENT ("Agreement") is made and entered into as of the 13th day of November 20~, by and between the City of Carlsbad, California, a municipal corporation ("City") and Nancy K. Bohl, Inc. dba The Counseling Team International, a California corporation, ("Contractor"). RECITALS A. City requires the professional services of a consultant that is experienced in behavioral health and wellness services for public safety personnel and their families. B. Contractor has the necessary experience in providing professional services and advice related to mental health counseling. C. Contractor has submitted a proposal to City and has affirmed its willingness and ability to perform such work. NOW, THEREFORE, in consideration of these recitals and the mutual covenants contained in this Agreement, City and Contractor agree as follows: 1. SCOPE OF WORK City retains Contractor to perform, and Contractor agrees to render, those services ("Services") that are defined in attached Exhibit "A," which is incorporated by this reference in accordance with this Agreement's terms and conditions. 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 one (1) year from the date first above written. The City Manager may amend the Agreement to extend it for two (2) additional two (2) years or parts of a year. 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. TIME IS OF THE ESSENCE Time is of the essence for each and every provision of this Agreement. 5. COMPENSATION The total fee payable for the Services to be performed during the initial Agreement term shall not exceed forty-five thousand dollars ($45,000.00). No other compensation for the Services will be allowed except for items covered by subsequent amendments to this Agreement. If City elects to extend the Agreement, the amount shall not exceed forty-five thousand dollars ($45,000.00) per Agreement year. Payment terms are Net 30 unless otherwise provided in Exhibit "A" or agreed to in writing by the parties. City reserves Page 1 City Attorney Approved Version 9/3/2025 Docusign Envelope ID: 09EB14CC-FDB5-4D1A-B1E4-3534AB479566 the right to withhold a ten percent (10%) retention until City has accepted the work and/or Services specified in Exhibit "A." Incremental payments, if applicable, should be made as outlined in attached Exhibit "A." 6. STATUS OF CONTRACTOR Contractor will perform the Services in Contractor's own way as an independent contractor and in pursuit of Contractor's independent calling, and not as an employee of City. Contractor will be under the control of City only as to the result to be accomplished, but will consult with City as necessary. The persons used by Contractor to provide services under this Agreement will not be considered employees of City for any purposes. The payment made to Contractor pursuant to this Agreement will be the full and complete compensation to which Contractor is entitled. City will not make any federal or state tax withholdings on behalf of Contractor or its agents, employees or subcontractors. City will not be required to pay any workers' compensation insurance or unemployment contributions on behalf of Contractor or its employees or subcontractors. Contractor agrees to indemnify City within thirty (30) days for any tax, retirement contribution, social security, overtime payment, unemployment payment or workers' compensation payment which City may be required to make on behalf of Contractor or any agent, employee, or subcontractor of Contractor for work done under this Agreement. At City's election, City may deduct the indemnification amount from any balance owing to Contractor. 7. SUBCONTRACTING Contractor will not subcontract any portion of the Services without prior written approval of City. If Contractor subcontracts any of the Services, Contractor will be fully responsible to City for the acts and omissions of Contractor's subcontractor and of the persons either directly or indirectly employed by the subcontractor, as Contractor is for the acts and omissions of persons directly employed by Contractor. Nothing contained in this Agreement will create any contractual relationship between any subcontractor of Contractor and City. Contractor will be responsible for payment of subcontractors. Contractor will bind every subcontractor and every subcontractor of a subcontractor by the terms of this Agreement applicable to Contractor's work unless specifically noted to the contrary in the subcontract and approved in writing by City. 8. OTHER CONTRACTORS City reserves the right to employ other Contractors in connection with the Services. 9. INDEMNIFICATION Contractor agrees to defend (with counsel approved by City), indemnify, and hold harmless the City and its officers, elected and appointed officials, employees and volunteers from and against all claims, damages, losses and expenses including attorneys fees arising out of the performance of the work described in this Agreement caused by any negligence, recklessness, or willful misconduct of Contractor, any subcontractor, anyone directly or indirectly employed by any of them or anyone for whose acts any of them may be liable. If Contractor's obligation to defend, indemnify, and/or hold harmless arises out of Contractor's performance as a "design professional" (as that term is defined under California Civil Code Section 2782.8), then, and only to the extent required by California Civil Code Section 2782.8, which is fully incorporated in this Agreement, Contractor's indemnification obligation shall be limited to claims that Page 2 City Attorney Approved Version 9/3/2025 Docusign Envelope ID: 09EB14CC-FDB5-4D1A-B1 E4-3534AB479566 arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of Contractor, and, upon Contractor obtaining a final adjudication by a court of competent jurisdiction. Contractor's liability for such claim, including the cost to defend, shall not exceed Contractor's proportionate percentage of fault. The parties expressly agree that any payment, attorneys fee, costs or expense City incurs or makes to or on behalf of an injured employee under City's self-administered workers' compensation program is included as a loss, expense or cost for the purposes of this section, and that this section will survive the expiration or early termination of this Agreement. 10. INSURANCE Contractor will obtain and maintain for the duration of the Agreement and any and all amendments, insurance against claims for injuries to persons or damage to property which may arise out of or in connection with performance of the services by Contractor or Contractor's agents, representatives, employees or subcontractors. The insurance will be obtained from an insurance carrier admitted and authorized to do business in the State of California. The insurance carrier is required to have a current Best's Key Rating of not less than "A-:VII"; OR with a surplus line insurer on the State of California's List of Approved Surplus Line Insurers (LASLI) with a rating in the latest Best's Key Rating Guide of at least "A:X"; OR an alien non-admitted insurer listed by the National Association of Insurance Commissioners (NAIC) latest quarterly listings report. 10.1 Coverages and Limits. Contractor will maintain the types of coverages and minimum limits indicated below, unless Risk Manager or City Manager approves a lower amount. These minimum amounts of coverage will not constitute any limitations or cap on Contractor's indemnification obligations under this Agreement. City, its officers, agents and employees make no representation that the limits of the insurance specified to be carried by Contractor pursuant to this Agreement are adequate to protect Contractor. If Contractor believes that any required insurance coverage is inadequate, Contractor will obtain such additional insurance coverage, as Contractor deems adequate, at Contractor's sole expense. The full limits available to the named insured shall also be available and applicable to City as an additional insured. 10.1.1 Commercial General Liability (CGL) Insurance. Insurance written on an "occurrence" basis, including personal and advertising injury, with limits no less than $2,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location or the general aggregate limit shall be twice the required occurrence limit. 10.1.2 Automobile Liability. (if the use of an automobile is involved for Contractor's work for City). $2,000,000 combined single-limit per accident for bodily injury and property damage. 10.1.3 Workers' Compensation and Employer's Liability. Workers' Compensation limits as required by the California Labor Code. Workers' Compensation will not be required if Contractor has no employees and provides, to City's satisfaction, a declaration stating this. 10.1.4 Professional Liability. Errors and omissions liability appropriate to Contractor's profession with limits of not less than $1,000,000 per claim. Coverage must be maintained for a period of five years following the date of completion of the work. Page 3 City Attorney Approved Version 9/3/2025 Docusign Envelope ID: 09EB14CC-FDB5-4D1A-B1E4-3534AB479566 10.2 Additional Provisions. Contractor will ensure that the policies of insurance required under this Agreement contain, or are endorsed to contain, the following provisions: 10.2.1 City will be named as an additional insured on Commercial General Liability which shall provide primary coverage to City. 10.2.2 Contractor will obtain occurrence coverage, excluding Professional Liability, which will be written as claims-made coverage. 10.2.3 If Contractor maintains higher limits than the minimums shown above, City requires and will be entitled to coverage for the higher limits maintained by Contractor. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage will be available to City. 10.2.4 This insurance will be in force during the life of the Agreement and any extensions of it and will not be canceled without thirty (30) days prior written notice to City sent by certified mail pursuant to the Notice provisions of this Agreement. 10.3 Providing Certificates of Insurance and Endorsements. Priorto City's execution of this Agreement, Contractor will furnish certificates of insurance and endorsements to City. 10.4 Failure to Maintain Coverage. If Contractor fails to maintain any of these insurance coverages, then City will have the option to declare Contractor in breach, or may purchase replacement insurance or pay the premiums that are due on existing policies in order to maintain the required coverages. Contractor is responsible for any payments made by City to obtain or maintain insurance and City may collect these payments from Contractor or deduct the amount paid from any sums due Contractor under this Agreement. 10.5 Submission of Insurance Policies. City reserves the right to require, at any time, complete and certified copies of any or all required insurance policies and endorsements. 11. BUSINESS LICENSE Contractor will obtain and maintain a City of Carlsbad Business License for the term of the Agreement, as may be amended from time-to-time. 12. ACCOUNTING RECORDS Contractor will maintain complete and accurate records with respect to costs incurred under this Agreement. All records will be clearly identifiable. Contractor will allow a representative of City during normal business hours to examine, audit, and make transcripts or copies of records and any other documents created pursuant to this Agreement. Contractor will allow inspection of all work, data, documents, proceedings, and activities related to the Agreement for a period of four (4) years from the date of final payment under this Agreement. 13. OWNERSHIP OF DOCUMENTS All work product produced by Contractor or its agents, employees, and subcontractors pursuant to this Agreement is the property of City. In the event this Agreement is terminated, all work product produced by Contractor or its agents, employees and subcontractors pursuant to this Agreement will be delivered at once to City. Contractor will have the right to make one (1) copy of the work product for Contractor's records. Page 4 City Attorney Approved Version 9/3/2025 Docusign Envelope ID: 09EB 14CC-FDB5-4D1 A-B 1 E4-3534AB479566 14. COPYRIGHTS Contractor agrees that all copyrights that arise from the services will be vested in City and Contractor relinquishes all claims to the copyrights in favor of City. 15. NOTICES The name of the persons who are authorized to give written notice or to receive written notice on behalf of City and on behalf of Contractor under this Agreement are: For Cit~: For Contractor: Name Nathan Pearson Name Julie Casto Koot Title Division Chief Title CFO/Director of Operations Dept Fire Address 1881 Business Center Drive, Suite 11 CITY OF CARLSBAD SAN BERNARDINO, CA 92408 Address 2560 Orion Way Phone 800-222-9691 ext. 225 Carlsbad, CA 92010 Email jkoot@thecounselingteam.com Phone 442-339-2141 Each party will notify the other immediately of any changes of address that would require any notice or delivery to be directed to another address. 16. CONFLICT OF INTEREST Contractor shall file a Conflict of Interest Statement with the City Clerk in accordance with the requirements of the City of Carlsbad Conflict of Interest Code. Contractor shall report investments or interests as required in the City of Carlsbad Conflict of Interest Code. Yes □ No IZI If yes, list the contact information below for all individuals required to file: Name Email Phone Number 17. GENERAL COMPLIANCE WITH LAWS Contractor will keep fully informed of federal, state and local laws and ordinances and regulations which in any manner affect those employed by Contractor, or in any way affect the performance of the Services by Contractor. Contractor will at all times observe and comply with these laws, ordinances, and regulations and will be responsible for the compliance of Contractor's services with all applicable laws, ordinances and regulations. Contractor will be aware of the requirements of the Immigration Reform and Control Act of 1986 and will comply with those requirements, including, but not limited to, verifying the eligibility for employment of all agents, employees, subcontractors and consultants whose services are required by this Agreement. Page 5 City Attorney Approved Version 9/3/2025 Docusign Envelope ID: 09EB14CC-FDB5-4D1 A-81 E4-3534AB479566 18. 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. 19. CALIFORNIA AIR RESOURCES BOARD (CARB) ADVANCED CLEAN FLEETS REGULATIONS Contractor's vehicles with a gross vehicle weight rating greater than 8,500 lbs. and light-duty package delivery vehicles operated in California may be subject to the California Air Resources Board (CARB) Advanced Clean Fleets regulations. Such vehicles may therefore be subject to requirements to reduce emissions of air pollutants. For more information, please visit the CARB Advanced Clean Fleets webpage at https://ww2.a rb.ca.gov /our-work/programs/ adv a need-clean-fleets. 20. DISCRIMINATION, HARASSMENT, AND RETALIATION PROHIBITED Contractor will comply with all applicable local, state and federal laws and regulations prohibiting discrimination, harassment, and retaliation. 21. DISPUTE RESOLUTION If a dispute should arise regarding the performance of the Services the following procedure will be used to resolve any questions of fact or interpretation not otherwise settled by agreement between the parties. Representatives of Contractor or City will reduce such questions, and their respective views, to writing. A copy of such documented dispute will be forwarded to both parties involved along with recommended methods of resolution, which would be of benefit to both parties. The representative receiving the letter will reply to the letter along with a recommended method of resolution within ten (10) business days. If the resolution thus obtained is unsatisfactory to the aggrieved party, a letter outlining the disputes will be forwarded to the City Manager. The City Manager will consider the facts and solutions recommended by each party and may then opt to direct a solution to the problem. In such cases, the action of the City Manager will be binding upon the parties involved, although nothing in this procedure will prohibit the parties from seeking remedies available to them at law. 22. TERMINATION In the event of Contractor's failure to prosecute, deliver, or perform the Services, City may terminate this Agreement for nonperformance by notifying Contractor by certified mail of the termination. If City decides to abandon or indefinitely postpone the work or services contemplated by this Agreement, City may terminate this Agreement upon written notice to Contractor. Upon notification of termination, Contractor has five (5) business days to deliver any documents owned by City and all work in progress to City address contained in this Agreement. City will make a determination of fact based upon the work product delivered to City and of the percentage of work that Contractor has performed which is usable and of worth to City in having the Agreement completed. Based upon that finding City will determine the final payment of the Agreement. City may terminate this Agreement by tendering thirty (30) days written notice to Contractor. Contractor may terminate this Agreement by tendering thirty (30) days written notice to City. In the event of termination of this Agreement by either party and upon request of City, Contractor will assemble the work product and put it in order for proper filing and closing and deliver it to City. Contractor will be paid for work performed to the termination date; however, the total will not exceed the lump sum fee payable under this Agreement. City will make the final determination as to the portions of tasks completed and the compensation to be made. City Attorney Approved Version 10/23/2025 Page 6 Docusign Envelope ID: 09EB 14CC-FDB5-4D1 A-B 1 E4-3534AB479566 23. COVENANTS AGAINST CONTINGENT FEES Contractor warrants that Contractor has not employed or retained any company or person, other than a bona fide employee working for Contractor, to solicit or secure this Agreement, and that Contractor has not paid or agreed to pay any company or person, other than a bona fide employee, any fee, commission, percentage, brokerage fee, gift, or any other consideration contingent upon, or resulting from, the award or making of this Agreement. For breach or violation of this warranty, City will have the right to annul this Agreement without liability, or, in its discretion, to deduct from the Agreement price or consideration, or otherwise recover, the full amount of the fee, commission, percentage, brokerage fees, gift, or contingent fee. 24. CLAIMS AND LAWSUITS By signing this Agreement, Contractor agrees that any Agreement claim submitted to City must be asserted as part of the Agreement process as set forth in this Agreement and not in anticipation of litigation or in conjunction with litigation. Contractor acknowledges that if a false claim is submitted to City, it may be considered fraud and Contractor may be subject to criminal prosecution. Contractor acknowledges that California Government Code Sections 12650 et seq., the False Claims Act applies to this Agreement and, provides for civil penalties where a person knowingly submits a false claim to a public entity. These provisions include false claims made with deliberate ignorance of the false information or in reckless disregard of the truth or falsity of information. If City seeks to recover penalties pursuant to the False Claims Act, it is entitled to recover its litigation costs, including attorneys fees. Contractor acknowledges that the filing of a false claim may subject Contractor to an administrative debarment proceeding as the result of which Contractor may be prevented to act as a Contractor on any public work or improvement for a period of up to five (5) years. Contractor acknowledges debarment by another jurisdiction is grounds for City to terminate this Agreement. 25. JURISDICTION AND VENUE This Agreement shall be interpreted in accordance with the laws of the State of California without regard to, or application of, choice of law rules or principles. Any action at law or in equity brought by either of the parties for the purpose of enforcing a right or rights provided for by this Agreement will be tried in a court of competent jurisdiction in the County of San Diego, State of California, and the parties waive all provisions of law providing for a change of venue in these proceedings to any other county. 26. SUCCESSORS AND ASSIGNS It is mutually understood and agreed that this Agreement will be binding upon City and Contractor and their respective successors. Neither this Agreement nor any part of it nor any monies due or to become due under it may be assigned by Contractor without the prior consent of City, which shall not be unreasonably withheld. 27. THIRD PARTY RIGHTS Nothing in this Agreement should be construed to give any rights or benefits to any party other than City and Contractor. 28. ENTIRE AGREEMENT This Agreement, together with any other written document referred to or contemplated by it, along with the purchase order for this Agreement and its provisions, em body the entire Agreement and understanding between the parties relating to the subject matter of it. In case of conflict, the terms of the Agreement supersede the purchase order. Neither this Agreement nor any of its provisions may be amended, modified, waived or discharged except in a writing signed by both parties. This Agreement may be executed in counterparts. City Attorney Approved Version 10/23/2025 Page 7 Docusign Envelope ID: 09EB14CC-FDB5-4D1A-B1E4-3534AB479566 29. AUTHORITY The individuals executing this Agreement and the instruments referenced in it on behalf of Contractor each represent and warrant that they have the legal power, right and actual authority to bind Contractor to the terms and conditions of this Agreement. Executed by Contractor this_1_4_th ___ day of November CONTRACTOR Nancy K. Bohl, Inc. dba The Counseling Team International, a California corporation By: (sign here) Stephen Odom, Ph.D., CEO (print name/title) By: (sign here) Julie Casto Koot, CFO/Director of Operations (print name/title) CITY OF CARLSBAD, a municipal corporation of the State of California By: Fire Chief ATTEST: SHERRY FREISINGER, City Clerk By: Deputy/ Assistant City Clerk If required by City, proper notarial acknowledgment of execution by contractor must be attached. !f._g_ 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: jUAWr,r ~-ThM,, Senior Assistant City Attorney City Attorney Approved Version 10/23/2025 Page 8 Docusign Envelope ID: 09EB14CC-FDB5-4D1 A-B1 E4-3534AB479566 EXHIBIT A SCOPE OF SERVICES The Counseling Team International (TCTI) will provide behavioral health and wellness services for personnel of the Carlsbad Fire Department. Behavioral Health and Wellness Services • Professional, short-term, confidential counseling for sworn and non-sworn employees of the Carlsbad Fire Department, their spouses, and tax-eligible dependents (up to age 26} living in the home. Rate: $157.50 per hour session. • Consultations with supervisors regarding problem employees or any aspect of the Employee Support Services (ESS) program. Rate: $157.50 per hour. • Follow-up sessions for employees involved in critical incidents. Rate: $157.50 per hour. • One (1) orientation session with upper command staff, administration, and/or peer support will be provided at no charge. • TCTI will provide training for management and supervisory teams related to the ESS program. • Services will be delivered in a timely manner. Emergencies will be handled immediately. • TCTI will provide telehealth services when appropriate. Session Limits and Authorizations • A maximum of ten (10) sessions per issue is authorized per calendar year. • If additional sessions are needed (not to exceed three (3)), TCTI will contact the Carlsbad Fire Department for authorization while maintaining patient confidentiality. Referrals and Insurance • Collateral referrals (e.g., family therapy, child therapy, or other specialized care) will be made by TCTI to ensure a smooth transition. • TCTI will attempt to use the employee's health insurance for reimbursement or negotiate a self- pay rate not to exceed the departmental rate when appropriate. • Private insurance co-pays are the responsibility of the employee. Missed Appointments • Employees who fail to provide 24-hour notice of cancellation may be invoiced for the full cost of the session. Confidentiality • TCTI shall maintain the confidentiality of all employees and their dependents who are referred for counseling, in full compliance with applicable HIPAA regulations and confidentiality laws in the State of California. • The Carlsbad Fire Department shall not be provided with the names or identities of employees or dependents who utilize these services. All information regarding participation shall remain confidential. • Every effort will be made by TCTI to prevent overlap of employee appointments to maintain privacy and discretion. • In accordance with California law and professional ethical standards, confidentiality may be broken if there is reasonable cause to believe that a client poses a danger to themselves or others, or in cases involving: o Suicide or homicide risk City Attorney Approved Version 10/23/2025 Page 9 Docusign Envelope ID: 09EB14CC-FDB5-4D1A-B1E4-3534AB479566 o Child abuse o Elder abuse o Dependent adult abuse In such cases, TCTI will follow standard reporting procedures, including notification of appropriate agencies such as Child Protective Services, Adult Protective Services, or emergency services (911), as required by law. Critical Incidents • The Carlsbad Fire Department may request critical incident services. Rate: $288.75 per hour, port-to-port. Training • Carlsbad Fire Department employees may request training courses provided by TCTI. Rate: $315.00 per hour per trainer, plus $105.00 per hour for travel. • Not all training courses are provided at an hourly rate. Certain classes may have a flat rate or specialized pricing as determined by TCTI. • A minimum of 24 participants is required when hosting a training course. Training may be opened to participants from outside agencies. Annual Service Report Updates • TCTI will provide the Carlsbad Fire Department with an annual report summarizing services Billing rendered. The report will include: o Total contract hours o Financial totals o Critical incident services provided o Any session extensions granted This report will not contain any identifying information about employees or dependents who utilize services. • If a monthly invoice approaches or exceeds $2,000.00, TCTI will notify the Division Chief by phone or email to indicate that there is an unusual demand for services. • Invoices will be issued monthly and submitted via email to firemail@carlsbadca.gov. Each invoice will include the date of service but will not include client names or other identifying information. • Upon the initial and each subsequent anniversary date of the Agreement, all fees for services outlined in this agreement shall increase by 5%. Conflict of Interest • If two or more employees share a similar issue that could create a conflict of interest for the employee, counselor, or department, TCTI will address the situation ethically and professionally. Upon identification of such a conflict, a prompt referral will be made to an appropriate alternative provider. • To protect confidentiality, employees will not be informed of the details or nature of the conflict. Instead, they will be referred to other qualified mental health resources to ensure continuity of care. • Information about alternative counseling resources will also be provided in voicemail messages and other communication channels during vacations, illness, or office closures, ensuring uninterrupted access to support services. City Attorney Approved Version 10/23/2025 Page 10 Docusign Envelope ID: 09EB 14CC-FDB5-4D1 A-B 1 E4-3534AB479566 Fee Schedule Behavioral Health and Wellness Services $157.50 per hour in person* • Wellness visits consist of 60-minute individual appointments conducted by a qualified clinician. *Travel may be charged depending • It is recommended that all employees participate in at least one visit on location annually to support ongoing mental and emotional health. • The goal of these visits is to normalize meeting with a clinician following stressful or critical calls, destigmatize mental wellness, and promote proactive stress management among employees. • Wellness visits are not therapy sessions. No formal diagnosis, clinical documentation, or treatment notes are created during these appointments. • These sessions are separate and distinct from short-term counseling services offered under the Employee Support Services (ESS) program. • All wellness visits are confidential and protected under HIPAA regulations in the State of California. Critical Incident Intervention $288.75 per hour Stand-By-Status (SBS) 24/7 /365 on-call Critical Incident Stress Management port-to-port Services. Training $315.00 per hour per trainer+ The entire course catalog can be viewed at thecounselingteam.com/training. $105.00 per hour for travel Please note that not all courses are priced at an hourly rate. 3-Day Basic Peer Support $299.00 per person 2-Day Basic Critical Incident Stress Management (CISM) $199.00 per person 2-Day Advanced Peer Support $199.00 per person 5-Day Wellness Coordinator Course $750.00 per person 8-Hour Retire Well Course $250.00 per person Peer Support Training No charge Peer Support Consultation No charge Peer Support Meetings $200.00 per hour+ $100 per hour for travel Peer Support Candidate Interviews $200.00 per hour+ $100 per hour for travel Peer Support Team Retreat $2,000.00 per attendee (3 Days, 2 Nights) Trauma and Resilience Retreat $3,000.00 per attendee (4 Days, 3 Nights) Fire Chief Resilience Retreat $2,500.00 per attendee (3 Days, 2 Nights) First Responder Spouses and Significant Others Retreat $3,500.00 per attendee (4 Days, 3 Nights) Wellness Team Building $2,000.00 per attendee (3 Days, 2 Nights) Command Staff Resilience Retreat $2,500.00 per attendee (3 Days, 2 Nights) City Attorney Approved Version 10/23/2025 Page 11 Docusign Envelope ID: 09EB14CC-FDB5-4D1A-B1E4-3534AB479566 ~ ACORD CERTIFICATE OF LIABILITY INSURANCE I DATE (MM/DD/YYYY) ~ 10/28/2025 TRUEREC-01 SVIJAY6 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. 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 rir:1hts to the certificate holder in lieu of such endorsement(s). PRODUCER License# 0757776 22AA!~cT Shawn Prince HUB International Insurance Services Inc. FlJg~tro, Ext): (877) 825-2681 I FAX 1525 Faraday Avenue (A/C, No):(951) 231-2572 Suite 150 ffDA~hss: cal.cpu@hubinternational.com Carlsbad, CA 92008 INSURER(Sl AFFORDING COVERAGE NAIC# 1NsURERA ,Admiral Insurance Companv 24856 INSURED 1NsURER B: National Liabilitv & Fire Insurance Companv 20052 Nancy K. Bohl, Inc. D.B.A The Counseling Team International INSURER c: QBE Specialtv Insurance 11515 P.O. Box 7667 INSURER D: Newport Beach, CA 92658 INSURER E: INSURER F: COVERAGES CERTIFICATE NUMBER· REVISION NUMBER· 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. INSR TYPE OF INSURANCE ADDL ~l; POLICY NUMBER POLICY EFF POLICY EXP LIMITS LTR ""'D /MM/DD/YYYYI fMM/DD/YYYYI A X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 1,000,000 -00 CLAIMS-MADE □ OCCUR DAMAGE TO RENTED 100,000 X C0000009363-01 8/31/2025 8/31/2026 PREMISES /Ea occurrence\ $ X Bl Ded: $2,500 MED EXP fAnv one person\ $ 5,000 X Retro 8/31/2025 PERSONAL & ADV INJURY $ 1,000,000 - GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 3,000,000 =l POLICY □ m?r [Kl LOC PRODUCTS -COMP/OP AGG $ 1,000,000 OTHER: $ B AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT /Ea accident\ $ 1,000,000 ANY AUTO 73APB012431 8/31/2025 8/31/2026 BODILY INJURY (Per person) $ -OWNED X SCHEDULED -AUTOS ONLY _ AUTOS BODILY INJURY (Per accident\ $ ~ HIRED AUTOS ONLY ~ NON-OWNED AUTOS ONLY /pf;.?~fc~leit~AMAGE $ $ C UMBRELLA LIAB ~ OCCUR EACH OCCURRENCE $ 1,000,000 ~ 140010113 8/31/2025 8/31/2026 1,000,000 X EXCESS LIAB CLAIMS-MADE AGGREGATE $ OED I I RETENTION$ $ WORKERS COMPENSATION I PER I I OTH- AND EMPLOYERS' LIABILITY STATUTE ER YIN ANY PROPRIETOR/PARTNER/EXECUTIVE □ N/A E.L. EACH ACCIDENT $ OFFICER/MEMBER EXCLUDED? (Mandatory in NH) E.L. DISEASE -EA EMPLOYEE $ If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE -POLICY LIMIT $ A Professional Liab C0000009363-01 8/31/2025 8/31/2026 See Below A Misconduct/ Abuse C0000009363-01 8/31/2025 8/31/2026 See Below DESCRIPTION OF OPERATIONS/ LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) General Liability I Claims Made I Retroactive Date 8/31/2025 I Deductible $2,500 Professional Liability I Claims Made I Retroactive Date 8/31/2025 I $1,000,000 Per Claim/$3,000,000 Aggregate! Deductible $2,500 Abuse Liability I Claims Made I Retroactive Date 8/31/2025 I $1,000,000 Per Claim/$1,000,000 Aggregate Cyber Liability I Arch Specialty Insurance Company! Policy Renewal of #ESM01399657771 Effective: 5/20/25 to 8/31/261 Per occurrence /Aggregate: $4,000,000 Excess Liability QBE Specialty Insurance Company $1,000,000 xs $3,000,000 I Claims Made I Retroactive Date 8/31/2025 I Underlying Insurance General Liability, Professional Liability, Abuse and Misconduct, Employee Benefits. Excess Liability 2nd Layer StarStone Specialty Insurance Company $2,000,000 xs $1,000,000 I Claims Made I Retroactive Date 8/31/2025 I Underlying SEE ATTACHED ACORD 101 CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE City of Carlsbad THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. 2560 Orion Way Carlsbad, CA 92010 AUTHORIZED REPRESENTATIVE I ~~llfJLaL_ ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD Docusign Envelope ID: 09EB14CC-FDB5-4D1A-B1E4-3534AB479566 AGENCY CUSTOMER ID: TRUEREC-01 SVIJAY6 -------------------LO C #: 1 -------- ADDITIONAL REMARKS SCHEDULE Page 1 of 1 AGENCY License# 0757776 NAMED INSURED HUB International Insurance Services Inc. Nanc~ K. Bohl, Inc. D.B.A The Counseling Team International P.O. ox 7667 POLICY NUMBER $EE PAGE 1 CARRIER I NAIC CODE SEE PAGE 1 SEEP 1 ADDITIONAL REMARKS THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER: ACORD 25 FORM TITLE: Certificate of Liability Insurance Description of Operations/LocationsNehicles: Newport Beach, CA 92658 EFFECTIVE DATE: SEE PAGE 1 Insurance Excess Liability $1,000,000, General Liability, Professional Liability. City of Carlsbad is Additional Insured with regard to General Liability when required by written contract per the attached endorsement form CG202612/19. ACORD 101 (2008/01) © 2008 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD Docusign Envelope ID: 09EB 14CC-FDB5-4D1 A-B 1 E4-3534AB479566 Policy Number: CO000009363-01 Issued Date: 10/14/2025 CG20 261219 Effective Date: 08/31/2025 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): As required by written contract 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 include as an additional insured the person(s) or organization(s) shown in the Schedule, but only with respect to liability for "bodily injury", "property damage" or "personal and advertising injury" caused, in whole or in part, by your acts or omissions or the acts or omissions of those acting on your behalf. 1. In the performance of your ongoing operations; or 2. In com1ection with your premises owned by or rented to you. However: 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. B. With respect to the insurance afforded to these additional insureds, the following is added to Section III -Limits Of Insurance: If coverage provided to the additional insured is required by a contract or agreement, the most we will pay on behalf of the additional insured is the amount of insurance: 1. Required by the contract or agreement; or 2. Available under the applicable limits of insurance; Whichever is less. This endorsement shall not increase the applicable limits of insurance. CG 20 26 12 19 © Insurance Services Office, Inc., 2018 Page 1 of 1 □ Docusign Envelope ID: 09EB14CC-FDB5-4D1A-B1E4-3534AB479566 WAIVER REQUEST FORM FACTORS IN SUPPORT OF REQUEST TO MODIFY INSURANCE REQUIREMENT(S) Generally, a modification to the coverage requirement will be accepting a lower limit of coverage or waiving the requirement( s). Requested by: Jennie Marinov, City of Carlsbad Fire Department (Name and Department) 11/13/2025 (Date) Proposed modification(s) to the _A_u_to_m_o_b_il_e ____ requirement(s) for Behavioral Health and Wellness Services (Type of insurance) (Name of contract) ~ Reduce coverage to the amount of: $ 1,000,000.00 D Waive coverage D Other: ---------------------------------- FACTOR(S) IN SUPPORT OF MODIFICATION(S) (check those that apply) OSignificance of Contractor: Contractor has previous experience with the City that is important to the efficiency of completing the scope of work and the quality of the work-product. [explain] ______ _ □Significance of Contractor: Contractor has unique skills and there are few if any alternatives. [explain: include number of candidates RFP sent to and number responded if applicable] __________ _ □Contract Amount/Term of Contract: $ _______ . Work will be completed over a period of __ _ □Professional Liability coverage is not available to this contractor or would increase the cost of the contract by $ [explain]. ____________________________ _ ~Other (e.g. explain why exposures are minimal, how exposures are covered in another policy, exposure control mechanisms, and any other information pertinent to your request): Counseling services pose minimal liability. Counselors do not travel to or between city facilities for counseling sessions. Approved by Risk Manager for this contract only: 11/13/2025 (Signature) (Date) Docusign Envelope ID: 09EB14CC-FDB5-4D1 A-B1 E4-3534AB479566 ACORD® CERTIFICATE OF LIABILITY INSURANCE I DATE (MM/DD/YYYY) ~ 09/08/2025 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. 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). PRODUCER CONTACT Marsh Affinity NAME: PHONE 800-743-8130 I FAX Marsh Affinity (AJC, No, Ext): (AJC, No): a division of Marsh USA LLC. E-MAIL ADPTotalSource@marsh.com ADDRESS: PO BOX 14404 Des Moines, IA 50306-9686 INSURER(S)AFFORDING COVERAGE NAIC# INSURER A: AIU Insurance Company 19399 INSURED INSURERS: ADP TotalSource DE IV, Inc, INSURERC: 5800 Windward Parkway INSURER 0: Alpharetta, GA 30005 L/C/F: INSURER E: Nancy K Bohl Inc INSURER F: OBA The Couseling Team lnternation (TCTI) 1881 BUSINESS CENTER DRS 11 and 12 San Bernardino, CA 924080000 COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: 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. INSR TYPE OF INSURANCE ADDL SUBR POLICY NUMBER POLICYEFF POLICY EXP LIMITS LTR INSD WVD (MM/DD/YYYY) (MM/DDIYYYY) COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ t---□ CLAIMS-MADE OoccuR DAMAGE TO RENTED PREMISES {Ea occurrence) $ f--- f---MED EXP (Any one person) $ PERSONAL & ADV INJURY $ f--- GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ RPOLICY □jrgT □LOG PRODUCTS -COMP/OP AGG $ OTHER: $ AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $ /Ea accident) -ANY AUTO BODILY INJURY (Per person) $ --OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY (Per accident) $ -HIRED -NON-OWNED PROPERTY DAMAGE AUTOS ONLY AUTOS ONLY I /Per accident) $ e----$ UMBRELLA LIAB HOCCUR EACH OCCURRENCE $ ~ EXCESSLIAB CLAIMS-MADE AGGREGATE $ OED I I RETENTION $ $ WORKERS COMPENSATION x l~'l%uTE I IER" AND EMPLOYERS' LIABILITY YIN ANYPROPRIETORIPARTNER/EXECUTIVE [ill E.L. EACH ACCIDENT $ 2,000,000 A OFFICER/MEMBER EXCLUDED? NIA X WC 063534309 CA 07/01/2025 07/01/2026 !Mandatory in NH) E.L. DISEASE -EA EMPLOYEE $ 2,000,000 f yes, describe under E.L, DISEASE -POLICY LIMIT $ DESCRIPTION OF OPERATIONS below 2,000,000 DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) All worksite employees working for Nancy K Bohl Inc OBA The Couseling Team lnternation (TCTI) paid under ADP TOTALSOURCE, INC.'s payroll, are covered under the above stated policy, Proprietor/Partner/Executive Officer/Member are not excluded as long as they are in the ADPTS payroll or have completed the SEI Participation Addendum, WAIVER OF SUBROGATION IN FAVOR OF City of Carlsbad AS RESPECTS OF JOB PERFORMED BY Nancy K Bohl Inc DBA The Couseling Team lnternation (TCTI) AS REQUIRED BY WRITTEN CONTRACT, 1881 Business Center Dr S CERTIFICATE HOLDER CANCELLATION City of Carlsbad 2560 Orion Way Carlsbad, CA 92010 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD Docusign Envelope ID: 09EB14CC-FDB5-4D1A-B1E4-3534AB479566 WORKERS COMPENSATION AND EMPLOYERS LIABILITY INSURANCE POLICY WC 43 03 06 -----------------------------------------',_E_d_. 4-84) WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT -CALIFORNIA 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. (fhis 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_% of the California workers' compensation premium otherwise due on such remuneration. Schedule WAIVER OF SUBROGATION IN FAVOR OF City of Carlsbad AS RESPECTS OF JOB PERFORMED BY Nancy K Bohl Inc DBA The Couseling Team lnternation (TCTI) AS REQUIRED BY WRITTEN CONTRACT. Person or Organization City of Carlsbad 2560 Orion Way Carlsbad, CA 92010 Job Description 1881 Business Center Dr S Notes: 1. This endorsement may be used to waive the company's right of subrogation against named third parties who may be responsible for an injury. 2. The sentence in ( ) is optional with the company. It limits the endorsement to apply to specific jobs of the insured, and only to the extent that the insured is required to obtain this waiver. This endorsement changes the policy to which it is attached and is effective on the date issued unless otherwise stated. (The information below is required only when this endorsement is issued subsequent to preparation of the policy.) Endorsement Effective 07/01/2025 Policy No. WC 063534309 CA Endorsement No. Insured ADP TotalSource DE IV, Inc. 5800 Windward Parkway Insurance Company AIU Insurance Company Alpharetta, GA 30005 L/C/F: Nancy K Bohl Inc OBA The Couseling Team lnternation (TCTI) 1881 BUSINESS CENTER DR S 11 and 12 San Bernardino, CA 924080000 Countersigned by ©1998 by the Workers' Compensation Insurance Rating Bureau of California. All rights reserved. From the WCIRB's California Workers' Compensation Insurance Forms Manual ©2001.