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Kittelson & Associates Inc; 2026-01-28; PSA26-4001TRAN
PSA26-4001TRAN City Attorney Approved Version 10/23/2025 Page 1 AGREEMENT FOR CLEAN MOBILITY CHARGING MASTER PLAN SERVICES KITTELSON & ASSOCIATES, INC. THIS AGREEMENT (“Agreement”) is made and entered into as of the ______________ day of _________________________, 2026, by and between the City of Carlsbad, California, a municipal corporation (“City”) and Kittelson & Associates, Inc., a Subchapter S corporation (“Contractor”). RECITALS A.City requires the professional services of a consultant that is experienced in planning and feasibility analysis. B.Contractor has the necessary experience in providing professional services and advice related to planning and feasibility analysis. C.Contractor has submitted a proposal to City under Request for Proposals No. RFP26- 3924TRAN 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 from the date first above written to June 1, 2027. The City Manager may amend the Agreement to extend it for one (1) additional one (1) year periods 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 one hundred forty thousand dollars ($140,000). 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 eighty thousand dollars ($80,000) per Agreement year. Payment terms are Net 30 unless otherwise provided in Exhibit “A” or agreed to in writing by the parties. City reserves the right to withhold a ten percent (10%) retention until City has accepted the work and/or Services specified in Exhibit “A”. Docusign Envelope ID: 3F9853F3-DB68-4B56-A40E-BBB43AD93E24 Attachment A Jan. 27, 2026 Item #1 Page 6 of 27 Docusign Envelope ID: CC3F86BE-3532-43E9-B24E-E749A96FD2A1 January 28th PSA26-4001TRAN City Attorney Approved Version 10/23/2025 Page 2 Incremental payments, if applicable, should be made as outlined in attached Exhibit “A”. 6. CONSTRUCTION MANAGEMENT SOFTWARE Procore Project Management and Collaboration System. This project may utilize the City’s Procore (www.procore.com) online project management and document control platform. The intent of utilizing Procore is to reduce cost and schedule risk, improve quality and safety, and maintain a healthy team dynamic by improving information flow, reducing non-productive activities, reducing rework and decreasing turnaround times. Contractor is required to create a free web-based Procore user account(s) and utilize web-based training / tutorials (as needed) to become familiar with the system. Unless the City Engineer approves otherwise, Contractor shall process all project documents through Procore because this platform will be used to submit, track, distribute and collaborate on project. If unfamiliar or not otherwise trained with Procore, Contractor and applicable team members shall complete a free training certification course located at http://learn.procore.com/procore-certification-subcontractor. Contractor is responsible for obtaining Contractor’s own Procore support, as needed, either through the online training or reaching out to the Procore support team. It will be the responsibility of Contractor to regularly check Procore and review updated documents as they are added. There will be no cost to Contractor for use of Procore. It is recommended that Contractor provide mobile access for Windows, iOS located at https://apps.apple.com/us/app/procore-construction-management/id374930542 or Android devices located at https://play.google.com/store/apps/details?id=com.procore.activities with the Procore App installed to at least one on-site individual to provide real-time access to current posted drawings, specifications, requests for information, submittals, schedules, change orders, project documents, as well as any deficient observations or punch list items. Providing mobile access will improve communication, efficiency, and productivity for all parties. The use of Procore for project management does not relieve Contractor of any other requirements as may be specified in this Agreement. 7. 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. 8. 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 Docusign Envelope ID: 3F9853F3-DB68-4B56-A40E-BBB43AD93E24 Jan. 27, 2026 Item #1 Page 7 of 27 Docusign Envelope ID: CC3F86BE-3532-43E9-B24E-E749A96FD2A1 PSA26-4001TRAN City Attorney Approved Version 10/23/2025 Page 3 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. 9. OTHER CONTRACTORS City reserves the right to employ other Contractors in connection with the Services. 10. 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 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. 11. 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. 11.1 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 Docusign Envelope ID: 3F9853F3-DB68-4B56-A40E-BBB43AD93E24 Jan. 27, 2026 Item #1 Page 8 of 27 Docusign Envelope ID: CC3F86BE-3532-43E9-B24E-E749A96FD2A1 PSA26-4001TRAN City Attorney Approved Version 10/23/2025 Page 4 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. 11.1.1 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. 11.1.2 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. 11.1.3 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. 11.1.4 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. 11.2 Additional Provisions. Contractor will ensure that the policies of insurance required under this Agreement contain, or are endorsed to contain, the following provisions: 11.2.1 City will be named as an additional insured on Commercial General Liability which shall provide primary coverage to City. 11.2.2 Contractor will obtain occurrence coverage, excluding Professional Liability, which will be written as claims-made coverage. 11.2.3 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. 11.2.4 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. 11.3 Providing Certificates of Insurance and Endorsements. Prior to City's execution of this Agreement, Contractor will furnish certificates of insurance and endorsements to City. 11.4 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. Docusign Envelope ID: 3F9853F3-DB68-4B56-A40E-BBB43AD93E24 Jan. 27, 2026 Item #1 Page 9 of 27 Docusign Envelope ID: CC3F86BE-3532-43E9-B24E-E749A96FD2A1 PSA26-4001TRAN City Attorney Approved Version 10/23/2025 Page 5 11.5 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. 12. 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. 13. 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. 14. 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. 15. 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. 16. NOTICES The name of the persons who are authorized to give written notice or to receive written notice on behalf of City and on behalf of Contractor under this Agreement are: For City For Contractor Name Nathan Schmidt Name David L. Mills Title Transportation Planning & Mobility Manager Title Vice President Department PW-Transportation Address 155 Grand Ave., Suite 505 City of Carlsbad Oakland, CA 94612 Address 1635 Faraday Avenue Phone No. 510-433-8087 Carlsbad, CA 92008 Email dmills@kittelson.com Phone No. 442-339-2734 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. Docusign Envelope ID: 3F9853F3-DB68-4B56-A40E-BBB43AD93E24 Jan. 27, 2026 Item #1 Page 10 of 27 Docusign Envelope ID: CC3F86BE-3532-43E9-B24E-E749A96FD2A1 PSA26-4001TRAN City Attorney Approved Version 10/23/2025 Page 6 17. 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 ☒ If yes, list the contact information below for all individuals required to file: Name Email Phone Number 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. 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. 20. CALIFORNIA AIR RESOURCES BOARD (CARB) ADVANCED CLEAN FLEETS REGULATIONS Contractor’s vehicles with a gross vehicle weight rating greater than 8,500 lbs. and light-duty package delivery vehicles operated in California may be subject to the California Air Resources Board (CARB) Advanced Clean Fleets regulations. Such vehicles may therefore be subject to requirements to reduce emissions of air pollutants. For more information, please visit the CARB Advanced Clean Fleets webpage at https://ww2.arb.ca.gov/our-work/programs/advanced-clean-fleets. 21. DISCRIMINATION, HARASSMENT, AND RETALIATION PROHIBITED Contractor will comply with all applicable local, state and federal laws and regulations prohibiting discrimination, harassment, and retaliation. 22. DISPUTE RESOLUTION If a dispute should arise regarding the performance of the Services the following procedure will be used to resolve any questions of fact or interpretation not otherwise settled by agreement between the parties. Representatives of Contractor or City will reduce such questions, and their respective views, to writing. A Docusign Envelope ID: 3F9853F3-DB68-4B56-A40E-BBB43AD93E24 Jan. 27, 2026 Item #1 Page 11 of 27 Docusign Envelope ID: CC3F86BE-3532-43E9-B24E-E749A96FD2A1 PSA26-4001TRAN City Attorney Approved Version 10/23/2025 Page 7 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. 23. 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. 24. COVENANTS AGAINST CONTINGENT FEES Contractor warrants that Contractor has not employed or retained any company or person, other than a bona fide employee working for Contractor, to solicit or secure this Agreement, and that Contractor has not paid or agreed to pay any company or person, other than a bona fide employee, any fee, commission, percentage, brokerage fee, gift, or any other consideration contingent upon, or resulting from, the award or making of this Agreement. For breach or violation of this warranty, City will have the right to annul this Agreement without liability, or, in its discretion, to deduct from the Agreement price or consideration, or otherwise recover, the full amount of the fee, commission, percentage, brokerage fees, gift, or contingent fee. 25. CLAIMS AND LAWSUITS By signing this Agreement, Contractor agrees that any Agreement claim submitted to City must be asserted as part of the Agreement process as set forth in this Agreement and not in anticipation of litigation or in conjunction with litigation. Contractor acknowledges that if a false claim is submitted to City, it may be considered fraud and Contractor may be subject to criminal prosecution. Contractor acknowledges that California Government Code Sections 12650 et seq., the False Claims Act applies to this Agreement and provides for civil penalties where a person knowingly submits a false claim to a public entity. These provisions include false claims made with deliberate ignorance of the false information or in reckless disregard of the truth or falsity of information. If City seeks to recover penalties pursuant to the False Claims Act, it is entitled to recover its litigation costs, including attorney’s fees. Contractor Docusign Envelope ID: 3F9853F3-DB68-4B56-A40E-BBB43AD93E24 Jan. 27, 2026 Item #1 Page 12 of 27 Docusign Envelope ID: CC3F86BE-3532-43E9-B24E-E749A96FD2A1 PSA26-4001TRAN City Attorney Approved Version 10/23/2025 Page 8 acknowledges that the filing of a false claim may subject Contractor to an administrative debarment proceeding as the result of which Contractor may be prevented to act as a Contractor on any public work or improvement for a period of up to five (5) years. Contractor acknowledges debarment by another jurisdiction is grounds for City to terminate this Agreement. 26. 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. 27. SUCCESSORS AND ASSIGNS It is mutually understood and agreed that this Agreement will be binding upon City and Contractor and their respective successors. Neither this Agreement nor any part of it nor any monies due or to become due under it may be assigned by Contractor without the prior consent of City, which shall not be unreasonably withheld. 28. THIRD PARTY RIGHTS Nothing in this Agreement should be construed to give any rights or benefits to any party other than City and Contractor. 29. ENTIRE AGREEMENT This Agreement, together with any other written document referred to or contemplated by it, along with the purchase order for this Agreement and its provisions, embody the entire Agreement and understanding between the parties relating to the subject matter of it. In case of conflict, the terms of the Agreement supersede the purchase order. Neither this Agreement nor any of its provisions may be amended, modified, waived or discharged except in a writing signed by both parties. This Agreement may be executed in counterparts. 30. 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. [signatures on following page] Docusign Envelope ID: 3F9853F3-DB68-4B56-A40E-BBB43AD93E24 Jan. 27, 2026 Item #1 Page 13 of 27 Docusign Envelope ID: CC3F86BE-3532-43E9-B24E-E749A96FD2A1 PSA26-4001TRAN City Attorney Approved Version 10/23/2025 Page 9 CONTRACTOR CITY OF CARLSBAD, a municipal corporation of the State of California KITTELSON & ASSOCIATES, INC., a Subchapter S corporation By: By: (sign here) KEITH BLACKBURN, Mayor David Mills, Vice President (print name/title) ATTEST: By: SHERRY FREISINGER, City Clerk (sign here) By: Lawrence Van Dyke, CFO Assistant City Clerk (print name/title) If required by City, 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 Group B Chairman, Secretary, President, or Assistant Secretary, Vice-President 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 Docusign Envelope ID: 3F9853F3-DB68-4B56-A40E-BBB43AD93E24 Jan. 27, 2026 Item #1 Page 14 of 27 Docusign Envelope ID: CC3F86BE-3532-43E9-B24E-E749A96FD2A1 PSA26-4001TRAN City Attorney Approved Version 10/23/2025 Page 10 EXHIBIT A SCOPE OF SERVICES AND FEE Docusign Envelope ID: 3F9853F3-DB68-4B56-A40E-BBB43AD93E24 Jan. 27, 2026 Item #1 Page 15 of 27 Docusign Envelope ID: CC3F86BE-3532-43E9-B24E-E749A96FD2A1 Key Staff Project Role Relevant Project Experience Project Availability Mychal Loomis, PE, TE, PTOE, RSP1 Project Manager La Mesa EV Charging Master PlanSANDAG RFIC/ACES Mobility NodesSafe Streets for All San DiegansCarlsbad Growth Management Plan 30% Chris White Project Principal / EV Expert La Mesa EV Charging Master PlanGilbert EV Charging Siting PlanSACOG ZEV Infrastructure StudySMUD Medium- and Heavy-Duty Blueprint 20% Chris Romano, AICP, LEED AP NDGap Assessment/Site Selection, Active Transportation Safe Streets for All San DiegansSANDAG RFIC/ACES Mobility NodesGilbert TMP, Trails Right of Way Study, & HDCPSan Antonio Bike Network Plan 40% Marissa Tucker-BorquezOutreach Lead Safe Streets for All San DiegansSANDAG RFIC/ACES Mobility NodesSan Antonio Bike Network PlanMesa TMP 35% Kolbe StetsGIS Lead SANDAG RFIC/ACES Mobility NodesSafe Streets for All San DiegansSacramento Neighborhood Connections PlanBoston Squares-Streets Planning Support 40% Steve RhyneVisualization Boise State, University Dr ImprovementsACHD, Cole Rd & Victory Rd Intersection4th Ave Corridor ImprovementsZion Crossroads Bowtie Intersection 40% Peyton RattoLead Analyst SANDAG RFIC/ACES Mobility NodesGilbert TMP, Trails Right of Way Study, & HDCPMarana TMPSacramento Neighborhood Connections Plan 30% Figure 4. Overview of Key Staff Availability and Experience PROJECT APPROACH AND SCOPE OF WORK Carlsbad has set ambitious goals for reducing emissions and building a more sustainable transportation system. This Master Plan is a climate action strategy that makes clean mobility practical, convenient, and accessible for all. The effort is also human centered: charging must fit into the rhythms of daily life, whether that means a renter without home charging, a family spending the day at the beach, or a business owner considering workplace charging. By connecting infrastructure decisions to how people actually move through Carlsbad, the plan ensures the network is both effective and equitable. The success of the plan will be measured not only in the number of chargers installed but in how well it drives adoption of EVs and e-bikes and supports a shift toward cleaner travel. Achieving mode change requires infrastructure that is visible, reliable, and seamlessly integrated into places where people already spend time. This plan is designed to create that environment and build momentum for sustained adoption. Our approach combines technical analysis, community input, and practical implementation guidance to turn this vision into action. We will: • Engage the community and stakeholders around behaviors and routines, using storytelling and visual tools to make participation accessible and meaningful. • Assess today’s system and identify gaps by integrating data, field reviews, and equity considerations with community input. • Define user profiles and demand forecasts to show who needs charging and how those needs will grow. • Select priority sites that are most needed, feasible, and supported. • Develop implementation strategies through site profiles, equity and e-bike programs, and a roadmap that give City staff a scalable path forward. • Deliver a clear, visual Master Plan that connects climate goals with human-centered solutions and positions Carlsbad to compete for funding and implement projects quickly. This process moves from community input and data analysis to priority sites and strategies, culminating in a Master Plan that advances climate action, supports adoption, and makes clean mobility a part of everyday life. The following page describes the flow of our approach. Kittelson proposes a 12-month schedule for the Carlsbad EV and Clean Mobility Plan, balancing the need for thorough analysis and engagement with the City’s goal of timely, actionable strategies. A detailed schedule will be refined with City staff at project kickoff. Our team has the capacity to perform the work outlined in the scope. The percentages shown above represent the available capacity throughout the duration of the work based on current and anticipated commitments. The corresponding cost proposal aligns with the availability of the key staff. We utilize internal scheduling tools for confirming individual work commitments on a regular basis. Kittelson’s one-firm approach also provides the opportunity to adjust workload on individual staff by reallocating work across our 400+ employees nationwide. These tools allow us to ensure staff assigned to projects are able to meet the deliverables on time. 6 Docusign Envelope ID: 3F9853F3-DB68-4B56-A40E-BBB43AD93E24 Jan. 27, 2026 Item #1 Page 16 of 27 Docusign Envelope ID: CC3F86BE-3532-43E9-B24E-E749A96FD2A1 UnderstandNeeds and Gaps Identify Users &Forecast Demand AssessPriority Sites Build Strategies Deliverthe Plan Engagement • Community and stakeholder input on routines and destinations. • Data and field reviews of existing conditions. • Analysis to identify charging station needs, system gaps, and access challenges. • Integrate engagement and gap analysis to show where charging is missing based on people’s mobility patterns and who needs charging. • Forecast how those needs will grow over time. • Apply scoring criteria that reflect gap analysis and user profiles. • Identify a shortlist of high-need, feasible, community-supported sites. • Priority site profiles showing access, safety, quick-build, resilience, and feasibility. • Programs & policies around equity initiatives, incentives, and e-bike solutions. • Design templates and standards for repeatable delivery. • Visual plan with the full network, strategies, and funding roadmap. • Grant-ready materials to accelerate implementation. On-the-Ground UnderstandingTo inform our approach, our team conducted a field review of major destinations across the city. We visited activity centers, transit hubs, parks, and shopping centers to observe how charging infrastructure is being used, where it is missing, and how people are moving around. These observations give us an immediate understanding of the City’s challenges and opportunities and ensure our recommendations reflect lived experience as well as data. • Carlsbad Village is a lively, walkable district with heavy foot traffic but very limited EV charging to meet the demand. • Carlsbad Village Coaster Station had a completely full parking lot and secure bike lockers in use, but no EV charging or wayfinding to nearby stations. • Poinsettia Coaster Station served not only transit riders but also nearby apartments, cafés, and businesses in a TOD setting; bike parking and lockers were well used, yet no EV charging was provided. • Parks and Community Centers such as Pine Avenue, Poinsettia, and Alga Norte offered some EV charging, but supply fell short of activity levels and site size. At Alga Norte, solar infrastructure and long-term attractions like the aquatic park and pump track underscored the need for more than two spaces. • Schools and Youth Travel showed heavy e-bike use among students. The City currently allows riders ages 12 and up, but is considering raising the minimum to 16, making high schools strong candidates for e-bike parking and charging. • Shopping Centers often lacked EV charging despite large parking lots, and where stations existed they were usually hidden at the back near utilities. The Carlsbad Premium Outlets were a notable exception, with many well-placed, visible stations that were easy to access. • E-bike Gaps were evident citywide, as no dedicated charging was found despite strong demand at schools, parks, commuting, and community destinations. • Wayfinding and Visibility challenges were clear: stations tucked behind stores or hotels were hard to find, while visible sites like the Premium Outlets appeared more successful. • Connectivity Challenges around major parks like Alga Norte made biking with children difficult due to high-speed arterials, limiting safe access for families. Approach flow EV parking at State Street parking lot is located 3 blocks from Carlsbad Village Station. There was limited wayfinding. EV chargers were well placed at Pine Ave Community Center; there is good potential for e-bike charging. Bike lockers at Poinsettia Station offer an opportunity for e-bike charging. A variety of EV charging stations were placed with good visibility to Carlsbad Premium Outlets. Existing EV chargers were well placed at Alga Norte Park, but there is opportunity for more chargers and e-bike chargers. EV chargers were located at the back of the parking lot near dumpsters in The Square at Bressi Ranch. 7 Docusign Envelope ID: 3F9853F3-DB68-4B56-A40E-BBB43AD93E24 Jan. 27, 2026 Item #1 Page 17 of 27 Docusign Envelope ID: CC3F86BE-3532-43E9-B24E-E749A96FD2A1 ►--------, ... -.... , \ I I , 0 I I I I ► t --------· t .... _ I I I \ I --------· t .... _ I I I \ I Task 1: Project ManagementOur approach to successful projects is built on partnership: we see ourselves as an extension of City staff, ensuring the Master Plan is delivered smoothly, efficiently, and with flexibility to adapt as needs evolve. We will provide clear communication, consistent check-ins, transparent invoicing, and rigorous QA/QC so that City staff can focus on decision making rather than administration. From kick-off to final deliverables, our team will be available when and where needed to support the City in this project. In addition to strong project management practices, our team offers a unique blend of local presence (our San Diego office is less than 30 minutes from Carlsbad and easily accessible on the Coaster), paired with direct access to national experts across our firm who bring specialized knowledge in EV adoption, fleet electrification, and resilience planning. This combination ensures rapid response and deep expertise when needed. Key elements will include: • Kickoff meeting: Within two weeks of notice to proceed, convene with City staff to confirm goals, refine the schedule, and establish communication and review protocols. • Check-ins and communications: Hold at least one check-in meeting with City staff per month, supplemented by regular email updates and additional meetings as needed to keep the project on track. • Invoicing: Submit monthly invoices with clear documentation of progress, budget status, and upcoming work. • QA/QC: Apply a structured internal review process to all deliverables before submittal to ensure accuracy, clarity, and consistency. 3 Conference calls with city staff (kick off, monthly check-ins) - 1 hour each with no more than 2 consultants participating. Task 2: Public OutreachThe success of this plan depends on more than technical analysis. Community and stakeholder engagement ensures that the charging network reflects how people actually live, travel, and do business in Carlsbad. At the same time, engagement around EV charging requires a different approach than traditional transportation projects. Asking people directly “where should chargers go” is often unproductive. As our project principal Chris White says, that is like asking where they want to park their personal helicopter. Most people do not have enough experience with EVs to answer that question directly. Instead, we will focus on behavior: where people spend time each week, where they shop or recreate, and how businesses and property owners make decisions about investments. By asking the right questions and translating the answers into siting criteria, we can build a network people will truly use. Our approach combines formal agency coordination, targeted outreach to business and development interests, and broad public engagement through online tools and in-person opportunities. The engagement is intended to be broad, inclusive, and tied directly to decision-making in Tasks 3 and 4. Engagement will be framed through “Day in the Life” storytelling to help participants envision how charging fits into their daily routines, rather than thinking about abstract locations. This narrative approach will be reinforced with colorful infographics and visual prompts that make technical concepts accessible and engaging. 2.1: Stakeholder Agency Partners CoordinationTo ensure the plan builds on regional expertise and aligns with parallel efforts, we will hold targeted stakeholder meetings with key partners at up to two points in the project. Meetings will include: NCTD, to coordinate on EV charging opportunities at transit stations; SANDAG, to leverage their prior EV work and regional bike parking initiatives; and SDG&E, to understand grid capacity and utility considerations for new charging infrastructure. 2.2: Public Engagement (Survey and Pop-Up)We will design an online survey with a map-based component that allows residents and businesses to identify destinations they visit frequently, respond to candidate sites, and flag areas to avoid. We propose using our subscription to Maptionaire, which allows integration of graphics, maps, and other elements for a more engaging experience, but we can also use other tools as approved by the City. The survey will include short graphics and scenarios to help participants think in terms of their weekly routines rather than abstract locations. To reach people who may not participate online, we will also host one public-facing pop-up, such as at the Carlsbad Farmers Market or a Carlsbad Village event. Pop-ups will use large maps and quick-feedback tools to capture meaningful input in just a few minutes. For the La Mesa EV Charging Master Plan, Kittelson developed an online webmap to gather feedback about where people spend time which helped us identify potential sites for EV chargers. 8 Docusign Envelope ID: 3F9853F3-DB68-4B56-A40E-BBB43AD93E24 Jan. 27, 2026 Item #1 Page 18 of 27 Docusign Envelope ID: CC3F86BE-3532-43E9-B24E-E749A96FD2A1 • Online Comments Green Space -LdkeMUn'ay CityBoul'ldary OalO:So.n:e&:OtyolLoMeso, l::ittelson Orlin• Comment Map l o t,\. ~-~i¼"",. '>. AllecD-..,,._.;~{)I' GrossmonlCent« • ~e q; • •• ~0--1~;~ .. D.Palcr«deLotLot •>,pis ,~ na:ler~~~Pkwy-C05tcolot ~D'- ..lcx:ksonD'-CJ-uchlol e Gros,smonl " Memorial~ t,,""q;," ,J; .. ~r::,-,;~ l~Aw-Apb Optional: Business and Developer Focus GroupBecause most EV charging occurs on private property, business owners and developers are critical decision-makers in expanding access. At the City’s discretion, and contingent on the City providing contacts, we will convene a focus group with representatives from the Chamber of Commerce, local developers, and major employers to understand barriers, identify incentives, and explore partnership opportunities. 2.3: Commission PresentationsWe will present the project early to the Environmental Sustainability Commission and the Traffic Safety and Mobility Commission. These bodies will provide technical review and community representation, ensuring that the Master Plan is consistent with City priorities and benefits from early guidance. 2.4: Outreach ReportingEngagement findings will be summarized in a clear, visual report that highlights key themes and illustrates how input shaped the network as well as a detailed appendix of all comments. The engagement findings will be used throughout the project for site identification and implementation guidance. Task 3: Perform Gap AssessmentTask 3 is where we connect today’s system to tomorrow’s network. We will establish a baseline of existing assets, assess how well they are working, identify gaps in access, and define who is most affected through user profiles and demand forecasts. These inputs come together in a site selection process that applies scoring, feasibility, and stakeholder input to recommend which locations should be retained, upgraded, or added. The result is a clear, defensible foundation for building Carlsbad’s future charging network. 3.1: Data Collection and ConsolidationThe first step is to establish a current and thorough baseline. Carlsbad already has valuable work in place, including previous EV siting analyses and its Climate Action Plan, but these resources need to be harmonized and incorporated with updated and additional datasets. This subtask ensures that our analysis starts from a strong foundation, avoids duplication of past work, and gives the City confidence that the plan is rooted in the best-available data. Key datasets will include: • Charging infrastructure: Existing and planned EV and e-bike stations from DOE AFDC, PlugShare, OpenStreetMap, and City inventories, supplemented with usage logs and reliability data for City-owned assets. • Land use and built environment: Zoning, residential and employment density (ACS, LEHD/LODES), public parcels, municipal facilities, and development pipeline data. • Destinations and travel patterns: Everyday destinations such as transit, retail, recreation, schools, libraries, civic facilities, and medical centers, along with Replica and Census travel demand data and the City’s Active Transportation Monitoring Report. • Active transportation networks: Walking and biking facilities (existing and planned), Level of Traffic Stress, and other data from the Sustainable Mobility Plan. • Equity and demographics: Priority populations from CalEnviroScreen, along with ACS demographic and socioeconomic indicator. • Utilities: Hosting capacity data from SDG&E’s public integration capacity analysis maps, supplemented by coordination with SDG&E staff to evaluate grid readiness and constraints at candidate sites. 3.2: Literature review Carlsbad’s Climate Action Plan, Sustainable Mobility Plan, and prior EV siting analyses, along with regional and state resources such as SANDAG’s Regional Alternative Fuels Plan and Regional Transportation Plan/SCS, CEC EV infrastructure studies, and CARB regulations provide policy and planning context that influences recommendations. Reviewing these plans will ensure the Master Plan is consistent with broader climate and electrification strategies and positions Carlsbad for future funding opportunities. In addition to local documents, we will conduct a targeted literature review of best practices in EV and e-bike charging planning. This will include peer city plans, regional agency studies, and transit agency programs that have integrated micromobility into their networks. The review will summarize effective approaches for siting, design, operations, and policy, providing a knowledge base that informs both the gap assessment and the implementation strategies in Task 4. 3.3: Station Performance and Field AssessmentA map of charging locations does not show whether the system is truly working. Some stations are reliable and easy to use, while others are difficult to access, poorly signed, or frequently offline. To understand how Carlsbad’s existing network is performing, we will pair a desktop review of all stations with field verification at 10 to 15 representative sites. Through our partnership with PlugShare, we will update the City’s charging inventory and summarize reported issues such as accessibility, reliability, fees, and charging speeds. Field visits will focus on City-owned facilities and a sample of private sites with high usage or strategic importance, such as multifamily properties, retail centers, and civic or recreational destinations. These visits will document and make recommendations for ADA compliance, signage, lighting, and integration with surrounding land uses, as well as opportunities for municipal fleet charging at City parking and maintenance facilities. As part of this effort, we will also meet with City staff responsible for fleet operations and facility management. These discussions will help document the location and condition of municipal fleet parking and maintenance 9 Docusign Envelope ID: 3F9853F3-DB68-4B56-A40E-BBB43AD93E24 Jan. 27, 2026 Item #1 Page 19 of 27 Docusign Envelope ID: CC3F86BE-3532-43E9-B24E-E749A96FD2A1 facilities, existing charging assets, and operational constraints that affect how fleet vehicles are charged today. This approach ensures the City gains a complete understanding of system performance while focusing field resources where they will provide the most value for later decisions about retention, upgrades, or relocation. 3.4: GIS-Based Gap AnalysisThe core of the gap assessment is understanding where charging is needed but not yet available. A GIS-based analysis, informed by community and stakeholder input, will provide a spatial picture of Carlsbad’s charging landscape. This analysis will highlight geographic gaps in access, differences in accessibility across travel modes, and opportunities for strategic siting on public and private property. • Multimodal access sheds and destinations: Measure how residents and visitors can realistically reach charging by walking, biking, and micromobility, using the methodology we developed for the City of San Diego’s SS4ASD project. This approach incorporates Level of Traffic Stress, pedestrian and bicycle networks, and steep grades to reflect true access, not just distance on a map. • Destinations and daily activity: Assess whether existing and potential charging locations are near destinations where people can spend time while charging, such as transit, retail centers, civic facilities, schools, libraries, parks, and coastal recreation areas. This ensures charging is not only technically accessible but also convenient and well integrated into daily life. • Place type integration: Use land use, density, and block structure to interpret how charging fits into Carlsbad’s distinct contexts. For example, downtown and mixed-use districts may support shared fast charging, while lower-density residential areas may benefit from slower neighborhood-scale solutions. • Parcel-level opportunities and barriers: Screen public parcels and parking lots, homes and apartments built before 1970 where retrofitting is difficult, and nonresidential buildings constructed after 2014 that are more likely to have EV-ready infrastructure due to state permitting requirements. • Engagement validation: Incorporate input from residents, businesses, and fleets to confirm where access gaps are felt most in daily life. The outcome will be a map of where charging is accessible and where it is not, creating the spatial foundation for user profiles and demand forecasting. 3.5: User Profiles and Demand ForecastingGap analysis shows where charging is missing. This task defines who relies on charging, how demand will grow, and what types of charging will be needed. User profiles may include: • Residents without home charging: Renters, multifamily households, and residents in older homes where retrofitting is difficult who depend on neighborhood-scale public Level 2 charging within safe walking distance. • Workers in Carlsbad: Commuters and employees who need predictable workplace or midday charging, often with shorter dwell times that may call for shared Level 2 or DC fast charging. • Visitors and tourists: Beach, resort, shopping, and park users who expect convenient fast charging near destinations where they spend time. • Through-travelers: Drivers along I-5 who require reliable DC fast charging near highway access points. • Active transportation and micromobility riders: –Long-distance riders on Coast Highway and regional routes who may need corridor-based e-bike charging. –Local trip riders biking to schools, shops, and civic destinations who need short-duration charging at secure facilities. –Recreational riders heading to parks, trailheads, and coastal amenities who need convenient charging at recreational nodes. • Commercial, delivery, and municipal fleets: Local goods movement, service providers, TNCs, and the City’s own fleet, requiring depot charging at maintenance facilities and reliable on-route access points. Input from City fleet managers collected in Task 3.2 will also inform these profiles, clarifying how current operations and electrification plans translate into future charging demand. • Priority populations: Residents identified through equity screening who are least likely to have home charging and are most dependent on affordable public options. Kittelson has developed an EV Adoption Model that will be applied to project local EV growth through 2040, integrating mode share and trip data from the City’s annual Active Transportation Monitoring Report to ensure projections reflect Carlsbad’s unique travel patterns. The model will estimate how many vehicles will depend on public charging, and forecasts can be cross-checked with DOE’s EVI-Pro Lite for consistency with national methodologies. For e-bikes, our team will build on methods applied in SANDAG’s 2020 Regional Transportation Plan, where project manager Chris Romano contributed to the development of e-bike adoption forecasts that informed the regional model. That effort drew on national and international research as inputs. Building on this approach, and calibrated with Carlsbad’s Monitoring Report and current sales data, we will estimate growth in e-bike use and its implications for charging demand. 10 Docusign Envelope ID: 3F9853F3-DB68-4B56-A40E-BBB43AD93E24 Jan. 27, 2026 Item #1 Page 20 of 27 Docusign Envelope ID: CC3F86BE-3532-43E9-B24E-E749A96FD2A1 CJa,.,c11on0ogo " ' . Based on these forecasts, we will establish recommended clean mobility charging station and EV adoption goals in alignment with the City’s Climate Action Plan. Barriers to adoption, upfront costs, storage and security challenges, lack of convenient charging options, and disparate impacts to disadvantaged communities will be documented and used to interpret both EV and e-bike forecasts. This will highlight where supportive policies and investments are most needed. These goals will guide site selection in Task 3.6 and form the basis for the implementation strategies in Task 4. 3.6: Public Charging Site SelectionThe final step in Task 3 is to identify a network of public charging sites that are feasible, equitable, resilient, and supported by the community. The process begins with a broad universe of potential locations, including both new candidates and existing stations, and narrows them through scoring, engagement, and feasibility review. Step 1: Build the candidate pool• Use geospatial analysis to identify parcels and curbside locations that are well positioned to host a charger. • Screen out unsuitable sites, including those in areas of planned managed retreat or with limited long-term viability. • Add all existing stations to the pool so that current assets are evaluated alongside new opportunities. • Assess input from the community survey and stakeholder discussions to capture additional suggested sites. Step 2: Apply scoring framework• Score all candidate sites (new and existing) using weighted criteria such as proximity to multifamily housing, jobs, and destinations; access by walking, biking, and transit; equity uplift; and resilience opportunities such as solar and storage. • Produce a scored candidate site map that summarizes the scoring results and community input. Step 3: Narrow and evaluate feasibility• Work with City staff to identify desired sites and select a priority set of 10 to 15 sites for further analysis. These may include existing EV charging sites with potential to add additional chargers or new site to fill gaps. • Conduct field reviews of these priority sites to document ADA compliance, connectivity, safety, lighting, amenities, and integration with surrounding land uses. • Assess constructability by considering available space, parking configuration, potential conflicts with utilities or easements, and site circulation. • Coordinate with SDG&E to understand electrical service requirements, evaluate transformer and feeder capacity, and identify strategies to reduce costs and improve resilience. In other projects, we’ve combined the site walks with public outreach. Inviting people to join us at the site is a great way to hear their input about what would work for them and help us understand potential unintended consequences to the community. 3 Identify priority charging location recommendations based on factors including, but not limited to, mobility metrics, charging demand, Priority Populations, and construction readiness. 3 Ranking of each of the recommended additional charging locations based on investment cost, proximity to amenities, and priority of the recommended location from a charging demand and equity standpoint. Charging locations will be ranked from highest to lowest, with higher rankings for those locations that have the best access to amenities, lowest cost, proximity to Priority Populations, and highest priority from a charging need and demand standpoint. 3 Conference calls with City staff (review of draft report and map, preparation for public meetings) - 1 hour each with no more than 2 consultants participating. Step 4: Define the recommended network• Priority sites: 10 to 15 field-verified sites recommended for near-term action. • Additional candidate sites: High-scoring sites not field-checked, providing a pipeline of future opportunities. • Existing stations: Categorized as retain, upgrade, or replace/relocate based on scoring and feasibility results. The outcome will be a recommended network that reflects both near-term opportunities and a long-term vision for expanding Carlsbad’s public charging system.For the Town of Gilbert (AZ) EV Charging Master Plan, Kittelson worked with the Town to develop and apply scoring criteria to prioritize potential charging site locations. 11 Docusign Envelope ID: 3F9853F3-DB68-4B56-A40E-BBB43AD93E24 Jan. 27, 2026 Item #1 Page 21 of 27 Docusign Envelope ID: CC3F86BE-3532-43E9-B24E-E749A96FD2A1 FIGURE 10. QUANTITATIVE EVALUATION CRITERIA SCORES (MAG 2018 -2022 ACS} BY CENSUS BLOCK : ~----------------------------------' 0 _, :-,·c,c,.,:,. -0:110030 1111 031t:;04C -NloO>D -◊S'<oO&O -••«oo,o 1111 (1711:Q(;,8(', .... , ... ,r. -◊91<ol00 [:::: Srud~ 4•,:;~ I~:~~:: 11~ ~I~ ~l,:rt ~ I ..... _ ... .,.,.._--t.,....,__, l ___ , ••• I a,mc,~••• i , ........ J o~ot;110 Rd : i Gueen l •-~-----~17 -~f' ""~)/ ___________________ .. , ........ " 3 Map of recommended charging locations. The map must identify currently installed, planned stations, and additional recommended charging locations throughout Carlsbad. 3 GIS files for final map. Files will be compatible with existing user-friendly geospatial mapping tools or CONSULTANT will collaborate with a third-party developer of an existing mapping tool. Task 4: Identify Implementation ActionsThe key to a strong plan is translating the gap assessment into action. Building on the priority sites and adoption barriers identified in Task 3, we will develop site-specific and general strategies that make charging convenient, comfortable, equitable, and resilient. Each site will be evaluated through a consistent profile framework that considers access, safety, quick-build opportunities, climate resilience, charger type, and feasibility. The results will form a roadmap that combines site profiles with policy recommendations, e-bike solutions, funding strategies, and a practical toolbox, giving City staff a resource they can apply consistently across public and private sites well beyond the life of this plan. 4.1: Site-Specific StrategiesThe foundation of Task 4 is a site profile framework applied to each priority location identified in Task 3. These profiles will define how charging can be implemented in a way that supports adoption and advances Carlsbad’s mobility and climate goals. Each profile will cover both EV and e-bike charging where applicable, ensuring that micromobility is integrated into the City’s electrification strategy rather than treated as an add-on. Each profile will include: • Access and destinations: Analysis of the surrounding walk/bike/drive sheds, incorporating Level of Traffic Stress and planned or programmed projects, to show how people will realistically reach the site. This ensures that chargers are not isolated but are connected to everyday destinations like transit, shops, parks, and civic facilities. • Quick-build opportunities: Identification of low-cost pedestrian and bicycle improvements that can be co-delivered with charging infrastructure. Examples include safer crossings, curb extensions, protected bike lanes, traffic calming, and wayfinding. These improvements make it safer and more comfortable to reach chargers, which is critical to adoption. • Safety considerations: Review of crash history and on-the-ground conditions to identify safety concerns that may affect how people reach or use the site. This includes evaluating crossings, visibility, lighting, and conflicts with driveways or high-traffic movements, with recommendations for improvements where needed. • Climate resilience: Evaluation of opportunities for stormwater management, shading and cooling, fire resistance, and solar or storage integration to ensure sites remain viable as part of Carlsbad’s broader climate strategy. • Peak load and load management: Assess estimated daily and peak electrical load, opportunities for on-site solar or storage, and load management systems to reduce demand pricing impacts. • Emergency back-up power: Identify opportunities for integrating back-up power at sites, particularly those near community resilience centers or along evacuation routes. • Optional amenities and site enhancements: Consider site features that improve visibility and user experience, such as WiFi, lighting, landscaping, public art, micromobility docks, and seating areas. • Benchmarking costs: Compare capital and procurement costs against peer city installations to validate planning-level estimates. • Site-specific challenges: Document unique challenges (space constraints, utility conflicts, circulation) and identify potential solutions. • Technology selection guidelines: Clarify when Level 2, DC fast, or alternative solutions such as solar-powered hubs or integrated e-bike charging are most appropriate based on demand, context, and resilience needs. • Charging solution and operations: Recommendation of charger types, numbers, and operational models for both EVs and e-bikes (public, private host, or partnership), matched to the user profiles and demand forecasts from Task 3. • Feasibility, cost and revenue opportunities: Planning-level cost ranges, long-term maintenance costs, constructability review, and potential phasing and revenue opportunities to give the City a realistic path forward. While the framework will be consistent across all priority sites, its application will differ depending on ownership: • Public sites: We will emphasize utility coordination, ADA design templates, signage and wayfinding standards, and the identification of “early win” projects that can be advanced quickly to demonstrate success. • Private sites: We will highlight incentive and regulatory tools that can support delivery, such as expedited permitting, parking requirements, rebates, or development conditions, with targeted approaches for multifamily properties and actions that reduce barriers for commercial and non-commercial sites. The outcome will be site-specific implementation that documents how charging can be advanced across public and private property, with e-bike infrastructure fully integrated wherever relevant. 4.2: E-Bike–Only SitesIn addition to integrated EV and e-bike sites, there are locations where e-bike charging should be considered as a standalone investment. These might include trailheads, coastal recreation areas, schools, parks, mobility hubs, and civic facilities where demand for e-bike use is high but EV charging may not be feasible or necessary. 12 Docusign Envelope ID: 3F9853F3-DB68-4B56-A40E-BBB43AD93E24 Jan. 27, 2026 Item #1 Page 22 of 27 Docusign Envelope ID: CC3F86BE-3532-43E9-B24E-E749A96FD2A1 • Identify siting contexts where e-bike–only charging can fill critical gaps in the network. • Evaluate solution types such as lockable charging lockers, racks with integrated outlets, and solar-powered charging hubs. • Assess each option for cost, safety, accessibility, security, and user convenience to ensure recommendations are practical and user-focused. • Pair charging with quick-build improvements that strengthen access and visibility, making facilities safe and easy to reach by bike. The outcome will be a clear set of recommended e-bike–only locations and design options that apply peer city lessons to Carlsbad’s unique context, giving e-bike users the same level of consideration and rigor as EV drivers. 4.3: Policy and Equity ProgramsTo translate the adoption barriers and disparities identified in Task 3 into actionable strategies, we will develop a set of policy and program recommendations that make charging more accessible and affordable. Key elements will include: • Equity-targeted programs: Prioritize investments in neighborhoods with lower adoption rates and higher transportation cost burdens. Deliver tailored solutions such as community charging hubs, targeted rebates for multifamily residents, or subscription-based pricing models that lower upfront costs. • Policy and code updates: Refine local policies and codes to make charging easier to deliver and more consistent across development types. This may include streamlined permitting and right-of-way access, updates to parking requirements, building on Carlsbad’s existing reach codes, and zoning or design standards that enable larger-scale charging hubs. • Infrastructure incentives: Incentives not only for chargers but also for supporting civil and electrical upgrades such as panel capacity, trenching, and conduit that can be major cost drivers. • E-bike incentives: Rebates or grants for businesses and schools to provide e-bike charging, or subsidies that make public e-bike charging affordable. • Workforce development: Partnerships with local workforce programs, schools, and trade organizations to prepare residents for jobs in charging station installation, operations, and maintenance. • Community partnerships: Collaboration with community-based organizations to test program concepts and refine design. The result will be a menu of policies and programs that complement the site-specific strategies and address disparities document in Task 3, ensuring that charging access grows equitably across Carlsbad. For the Town of Gilbert (AZ) EV Charging Master Plan, Kittelson developed cutsheets for each of the priority sites for EV chargers. Cutsheets included details about the site, evaluation criteria scoring, a sketch of the infrastructure placement, design recommendations, and funding information. 13 Docusign Envelope ID: 3F9853F3-DB68-4B56-A40E-BBB43AD93E24 Jan. 27, 2026 Item #1 Page 23 of 27 Docusign Envelope ID: CC3F86BE-3532-43E9-B24E-E749A96FD2A1 GILBERT MUNICIPAL COURT BUILDING -ONE DUAL-HEAD L2 CHARGER 55 E CIV1IC CENTER DR, GILBERT, AZ 85296 Site Description -rhe Town Municipal Court building is located southeast of East Civic Center Drive and South Gilbert Road. lhis Town-owned parking lot is publicly accessible via multiple entrances on East Civic Center Drive. The parking lot is located north of the building and ADA parking spots are located in the south region of the parking lot closest to the building entrance. Electrical Capacity Gilbert Facilities Management has confirmed thatthe existing transformer at the Gilbert Municipal Court Buildingcan accommodate the single proposed dual-head L2 charger at this site. Challenges and Opportunities -rhis site is a great candidate for EV charging infrastructure ~iven its positioning in an employment and population dense part of Town. Placing charging stations here wiU mal:e char1fing accessible to employees and the public alike. While chargers in this area are li'kelyto service more Town employees than public personnel, there is the added opportunityto service those visiting the Town for business. Addition atty, chargers in this employment-dense area may help with Town recruitment efforts. Anticipated MAG EVCIP Criteria Scoring Above average employment density Below average multifamily housing Below average populat.ion in poverty Below average minority population Above average population density Total Quantitative Score: 6 out of 10 Points Design Recommendations Parking Spaces: The charging ports will service 1 traditional parking space and 1 ADA van-accessible space. Charging Infrastructure: Tlhe following quantities of chargers are recomnnended: One Ou al-head 9.6 kW (240V/40A) output pedestal mounted Level 2 charger pro~iding a total of two charging ports with NACS and il1772 connectors in each port. Power: lhe existingtransf'onmer on site is e)lpected to serve the power irequirements for the IEV chargers and future electrical installations, as needed. Communication: Vehicles wiU park and charge adjacent to the pa,nking lot pedest,r,ian pathway. The chargeirs are expected to connect using cellular reception. Lighting/Security/Access: There are eXJis~ing li~ht poles that provide suffiicient illumination ~o the parking lot, reducing safety and access concerns. Conduit !Installation: Trenched conduit install.ation to the existing elec~~ical equipment is required. No directional drilling is anticipated. Cost Estimate The total estimated cost will include purchase of ~he equipment and services, civil construction and design costs, the cost of electrical conduit and wiring, and .a $30,000 cost to account for sta~e DOT (ADOT) project review. Construction Cost IEVSECost Design Cost Project Management Cost Gilben Permit Fee ADOT Fee $133,900.00 $16,900.00 $18,200.00 $2.60D.00 $300.00 $30,000.00 Estimated Total Cast $201,900.00 2'6 4.4: Funding and Implementation RoadmapThe final step is to create a roadmap that matches strategies to funding and lays out a clear path for implementation. Our work will include: • Funding inventory: Identification of federal, state, regional, and utility programs (NEVI, CEC, CARB, SANDAG, SDG&E rebates) and alignment of sites with the most competitive sources. • Public-private partnerships: Exploration of site host agreements, cost-sharing models, and revenue-sharing opportunities. • Phased roadmap: Organization of recommendations into short-term early wins, medium-term expansion, and long-term innovations such as microgrid-ready chargers. • Implementation toolbox: A distilled resource that captures key templates from Task 4.1, including design standards for ADA access and signage, quick-build strategies, climate resilience features, policy levers for private sites, technology selection, and cost/funding ranges. This toolbox will give City staff a practical guide they can use to evaluate and deliver new opportunities well beyond the life of this plan. • Grant competitiveness: Technical specifications and site recommendations will be aligned with state and federal funding criteria, ensuring Carlsbad is positioned as a competitive applicant for leading grant opportunities. The roadmap allows Carlsbad to not only be ready to deliver on the current set of priority sites but also be equipped to continue building the network in a consistent, equitable, and resilient way. Task 5: Prepare Deliverables Clean Mobility Charging Station Master PlanWe will prepare a draft Master Plan that synthesizes all findings and strategies from Tasks 1–4. The plan will be graphic and easy to understand, with maps, infographics, and templates that clearly communicate siting, design, and policy recommendations. The draft will be shared with City staff for review and presented at two public meetings, including commissions identified by the City. For these meetings, we will provide ready-to-use engagement materials such as boards, slides, and handouts to support clear communication and gather feedback. Following revisions, we will finalize the Master Plan as a polished, user-friendly document ready for adoption and long-term use. 3 Executive summary and communications-friendly summary slide deck for use by city staff 3 Develop Draft Master Plan and priority charging map to be made available for public comment and presented to internal staff and city boards and commissions. 3 Support in preparing for public meetings. 3 Two in-person presentations at a City board/commission meeting 3 Incorporate public and staff feedback into final Draft Master Plan that includes the data collected and the analysis of input. 3 Final Master Plan and map that includes the data collected and the analysis conducted with incorporation of City staff input. Grant Application SupportThe Clean Mobility Charging Master Plan will be developed with a strong emphasis on funding readiness. Each element of the Clean Mobility Charging Master Plan will be developed to align with the requirements of major funding programs so the City is ready to apply as opportunities arise. The plan will reflect California’s leading initiatives such as CEC’s CALeVIP and EQUiCC, CARB’s Sustainable Transportation Equity Project, and SDG&E’s make-ready programs, while also considering federal and regional sources. The project will deliver grant-ready materials specific to three to four priority programs, including template narratives, maps, and cost estimates, providing a strong foundation for competitive applications. 3 Grant ready materials for 3-4 priority grants, designed to be flexible to maximize application potential for additional future grants. Collectively, Kittelson team members have won over $100 million in grant funding for clients. Funding opportunities continue to be very dynamic, and so we continually track them and assist clients in preparing for funding submittals. 14 Docusign Envelope ID: 3F9853F3-DB68-4B56-A40E-BBB43AD93E24 Jan. 27, 2026 Item #1 Page 24 of 27 Docusign Envelope ID: CC3F86BE-3532-43E9-B24E-E749A96FD2A1 I SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. INSURER(S) AFFORDING COVERAGE INSURER F : INSURER E : INSURER D : INSURER C : INSURER B : INSURER A : NAIC # NAME:CONTACT (A/C, No):FAX E-MAILADDRESS: PRODUCER (A/C, No, Ext):PHONE INSURED REVISION NUMBER:CERTIFICATE NUMBER:COVERAGES IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. OTHER: (Per accident) (Ea accident) $ $ N / A SUBR WVD ADDL INSD THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THISCERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. $ $ $ $PROPERTY DAMAGE BODILY INJURY (Per accident) BODILY INJURY (Per person) COMBINED SINGLE LIMIT AUTOS ONLY AUTOSAUTOS ONLY NON-OWNED SCHEDULEDOWNED ANY AUTO AUTOMOBILE LIABILITY Y / N WORKERS COMPENSATION AND EMPLOYERS' LIABILITY OFFICER/MEMBER EXCLUDED?(Mandatory in NH) DESCRIPTION OF OPERATIONS belowIf yes, describe under ANY PROPRIETOR/PARTNER/EXECUTIVE $ $ $ E.L. DISEASE - POLICY LIMIT E.L. DISEASE - EA EMPLOYEE E.L. EACH ACCIDENT EROTH-STATUTEPER LIMITS(MM/DD/YYYY)POLICY EXP(MM/DD/YYYY)POLICY EFFPOLICY NUMBERTYPE OF INSURANCELTRINSR DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) EXCESS LIAB UMBRELLA LIAB $EACH OCCURRENCE $AGGREGATE $ OCCUR CLAIMS-MADE DED RETENTION $ $PRODUCTS - COMP/OP AGG $GENERAL AGGREGATE $PERSONAL & ADV INJURY $MED EXP (Any one person) $EACH OCCURRENCE DAMAGE TO RENTED $PREMISES (Ea occurrence) COMMERCIAL GENERAL LIABILITY CLAIMS-MADE OCCUR GEN'L AGGREGATE LIMIT APPLIES PER: POLICY PRO-JECT LOC CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) CANCELLATION AUTHORIZED REPRESENTATIVE ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved. CERTIFICATE HOLDER The ACORD name and logo are registered marks of ACORD HIREDAUTOS ONLY 12/26/2025 Edgewood Partners Ins Center3780 Mansell Rd. Suite 370Alpharetta GA 30022 Greyling COI Specialist 470.582.9324 N/A greylingcerts@greyling.com XL Specialty Insurance Company 37885 KITTASS The Continental Insurance Company 35289Kittelson & Associates, Inc.225 E Robinson St Ste 355Orlando, FL 32801-4326 National Fire Insurance Co of Hartford 20478 American Casualty Co of Reading, PA 20427 1283244990 C X 1,000,000 X 100,000 X WA Stop Gap 15,000 1,000,000 2,000,000 X Y Y 8035524851 1/1/2026 1/1/2027 2,000,000 WA Stop Gap 1,000,000 C 1,000,000 X X X Y Y BUA8035524817 1/1/2026 1/1/2027 B X X 5,000,000YCUE80355248481/1/2026 X Y 1/1/2027 5,000,000 10,000 BD X N Y WC835524865WC835524879 1/1/20261/1/2026 1/1/20271/1/2027 1,000,000 1,000,000 1,000,000 A Professional LiabilityIncl. Pollution Y DPR5051452 1/1/2026 1/1/2027 Per ClaimAggregate $5,000,000$5,000,000 Re: Agreement #PSA26-4001TRAN, Clean Mobility Charging Master Plan, All Projects.City of Carlsbad/CMWD c/o EXIGIS Insurance Compliance Services is named as an Additional Insured with respects to General Liability where required bywritten contract. Waiver of Subrogation in favor of Additional Insured where required by written contract & allowed by law. Should any of the above describedpolicies be cancelled by the issuing insurer before the expiration date thereof, we will endeavor to provide 30 days' written notice (except 10 days fornonpayment of premium) to the Certificate Holder. City of Carlsbad/CMWDc/o EXIGIS Insurance Compliance ServicesP.O. Box 947Murrieta, CA 92564 - - I -□ -□ -I __J -- ~ □ □ ~ - - - - - ~ - -r--i - -I--- -- -H I I I I I □ - - - - I I I iiiiiiii iiiiiiii -!!!!!!!!!!!!!!! --iiiiiiii CNA CNA PARAMOUNT General Aggregate Limit -Per Location Endorsement This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART It is understood and agreed as follows: I. For each single location, a separate Location General Aggregate Limit, equal to the amount of the General Aggregate Limit shown in the Declarations, is the most the Insurer will pay for the sum of: A. all damages under Coverage A, except damages because of bodily injury or property damage included in the products-completed operations hazard; and B. all medical expenses under Coverage C; that arise from occurrences or accidents which can be attributed solely to ongoing operations at that location. Such payments shall not reduce the General Aggregate Limit shown in the Declarations, nor the Location General Aggregate Limit applicable to any other location. II. All: 1. damages under Coverage B, regardless of the number of locations or projects involved; 2. damages under Coverage A, caused by occurrences which cannot be attributed solely to ongoing operations at a single location, except damages because of bodily injury or property damage included in the products- completed operations hazard; and 3. medical expenses under Coverage C caused by accidents which cannot be attributed solely to ongoing operations at a particular location, will reduce the General Aggregate Limit shown in the Declarations. Ill. The limits shown in the Declarations for Each Occurrence, for Damage To Premises Rented To You and for Medical Expense continue to apply, but will be subject to either the Location General Aggregate Limit or the General Aggregate Limit shown in the Declarations, depending on whether the occurrence can be attributed solely to ongoing operations at a single location. IV. When coverage for liability arising out of the products-completed operations hazard is provided, any payments for damages because of bodily injury or property damage included in the products-completed operations hazard will reduce the Products-Completed Operations Aggregate Limit shown in the Declarations, regardless of the number of locations involved. V. For the purposes of this endorsement, the following Definition is added: Location means premises owned by or rented to the Named Insured involving the same or connecting lots, or premises whose connection is interrupted only by a street, roadway, waterway or right-of-way of a railroad. Location does not mean any operation or project away from premises owned by or rented to the Named Insured. VI. The provisions of LIMITS OF INSURANCE not otherwise modified by this endorsement shall continue to apply as stipulated. All other terms and conditions of the Policy remain unchanged. This endorsement, which forms a part of and is for attachment to the Policy issued by the designated Insurers, takes effect on the effective date of said Policy at the hour stated in said Policy, unless another effective date is shown below, and expires concurrently with said Policy. CNA75059XX (1-15) Policy No: 8035524851 Page 1 of 1 Endorsement No: 13 Nat'l Fire Ins Co of Hartford Effective Date: 01/01/2026 Insured Name: KITTELSON & ASSOCIATES, INC. Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its permission. CNA Workers Compensation And Employers Liability Insurance Policyholder Notice II NOTICE OF CANCELLATION TO CERTIFICATE HOLDERS It is understood and agreed that: If you have agreed under written contract to provide notice of cancellation to a party to whom the Agent of Record has issued a Certificate of Insurance, and if we cancel a policy term described on that Certificate of Insurance for any reason other than nonpayment of premium, then notice of cancellation will be provided to such Certificate Holders at least 30 days in advance of the date cancellation is effective. If notice is mailed, then proof of mailing to the last known mailing address of the Certificate Holder on file with the Agent of Record will be sufficient to prove notice. Any failure by us to notify such persons or organizations will not extend or invalidate such cancellation, or impose any liability or obligation upon us or the Agent of Record. All other terms and conditions of the policy remain unchanged. This endorsement, which forms a part of and is for attachment to the policy issued by the designated Insurers, takes effect on the Policy Effective Date of said policy at the hour stated in said policy, unless another effective date (the Endorsement Effective Date) is shown below, and expires concurrently with said policy unless another expiration date is shown below. Form No: CC68021A (02-2013) Policyholder Notice; Page: 1 of 1 Underwriting Company: American Casualty Company of Reading, Pennsylvania, 151 N Franklin St, Chicago, IL 60606 © Copyright CNA All Rights Reserved. Policy No: WC 8 35524879 Policy Effective Date: 01/01/2026 Policy Page: 4 of 19 CNA Workers Compensation And Employers Liability Insurance Policy Endorsement II VOLUNTARY COMPENSATION AND EMPLOYERS LIABILITY COVERAGE ENDORSEMENT -CALIFORNIA If the employer named in item 1 of the Information Page has in his employment persons not entitled to compensation under Division 4 of the Labor Code of the State of California, this policy shall operate as an election on the part of the employer to come under the compensation provisions of Division 4 with respect to those persons described in the Schedule below. This policy applies to those persons described in the Schedule below as employees. Schedule ALL OFFICERS AND EMPLOYEES NOT SUBJECT TO THE WORKERS COMPENSATION LAW All other terms and conditions of the policy remain unchanged. This endorsement, which forms a part of and is for attachment to the policy issued by the designated Insurers, takes effect on the Policy Effective Date of said policy at the hour stated in said policy, unless another effective date (the Endorsement Effective Date) is shown below, and expires concurrently with said policy unless another expiration date is shown below. Form No: WC 04 03 05 (01-1985) Endorsement Effective Date: Endorsement Expiration Date: Endorsement No: 9; Page: 1 of 1 Underwriting Company: American Casualty Company of Reading, Pennsylvania, 151 N Franklin St, Chicago, IL 60606 Policy No: WC 8 35524879 Policy Effective Date: 01/01/2026 Policy Page: 19 of 19 © Copyright 1998 by the Workers' Compensation Insurance Rating Bureau of California. All rights reserved. From the WCIRB's California Workers' Compensation Insurance Forms Manual © 2001. CNA Workers Compensation And Employers Liability Insurance Policy Endorsement II BLANKET WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS This endorsement changes the policy to which it is attached. It is agreed that Part One -Workers' Compensation Insurance G. Recovery From Others and Part Two - Employers' Liability Insurance H. Recovery From Others are amended by adding the following: We will not enforce our right to recover against persons or organizations. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) PREMIUM CHARGE -Refer to the Schedule of Operations The charge will be an amount to which you and we agree that is a percentage of the total standard premium for California exposure. The amount is 3%. All other terms and conditions of the policy remain unchanged. This endorsement, which forms a part of and is for attachment to the policy issued by the designated Insurers, takes effect on the Policy Effective Date of said policy at the hour stated in said policy, unless another effective date (the Endorsement Effective Date) is shown below, and expires concurrently with said policy unless another expiration date is shown below. Form No: G-19160-B (11-1997) Endorsement Effective Date: Endorsement Expiration Date: Endorsement No: 2; Page: 1 of 1 Underwriting Company: American Casualty Company of Reading, Pennsylvania, 151 N Franklin St, Chicago, IL 60606 © Copyright CNA All Rights Reserved. Policy No: WC 8 35524879 Policy Effective Date: 01/01/2026 Policy Page: 16 of 19 CNA Workers Compensation And Employers Liability Insurance Policyholder Notice II NOTICE OF CANCELLATION TO CERTIFICATE HOLDERS I It is understood and agreed that: If you have agreed under written contract to provide notice of cancellation to a party to whom the Agent of Record has issued a Certificate of Insurance, and if we cancel a policy term described on that Certificate of Insurance for any reason other than nonpayment of premium, then notice of cancellation will be provided to such Certificate Holders at least 30 days in advance of the date cancellation is effective. If notice is mailed, then proof of mailing to the last known mailing address of the Certificate Holder on file with the Agent of Record will be sufficient to prove notice. Any failure by us to notify such persons or organizations will not extend or invalidate such cancellation, or impose any liability or obligation upon us or the Agent of Record. All other terms and conditions of the policy remain unchanged. This endorsement, which forms a part of and is for attachment to the policy issued by the designated Insurers, takes effect on the Policy Effective Date of said policy at the hour stated in said policy, unless another effective date (the Endorsement Effective Date) is shown below, and expires concurrently with said policy unless another expiration date is shown below. Form No: CC68021A (02-2013) Policy No: WC 8 35524865 Policyholder Notice; Page: 1 of 1 Policy Effective Date: 01/01/2026 Underwriting Company: The Continental Insurance Company, 151 N Franklin St, Chicago, IL 60606 Policy Page: 4 of 100 c, Copyright CNA All Rights Reserved. CNA II WAIVER OF TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO US (WAIVER OF SUBROGATION) Business Auto Policy Policy Endorsement THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. This endorsement modifies insurance provided under the following: AUTO DEALERS COVERAGE FORM BUSINESS AUTO COVERAGE FORM MOTOR CARRIER COVERAGE FORM With respect to coverage provided by this endorsement, the provisions of the Coverage Form apply unless modified by the endorsement. This endorsement changes the policy effective on the inception date of the policy unless another date is indicated below. Named Insured: KITTELSON & ASSOCIATES, INC. Endorsement Effective Date: 01/01/2026 SCHEDULE Name(s) Of Person(s) Or Organization(s): ANY PERSON OR ORGANIZATION FOR WHOM OR WHICH YOU ARE REQUIRED BY WRITTEN CONTRACT OR AGREEMENT TO OBTAIN THIS WAIVER FROM US. YOU MUST AGREE TO THAT REQUIREMENT PRIOR TO LOSS. Information required to complete this Schedule, if not shown above, will be shown in the Declarations. The Transfer Of Rights Of Recovery Against Others To Us condition does not apply to the person(s) or organization(s) shown in the Schedule, but only to the extent that subrogation is waived prior to the "accident" or the "loss" under a contract with that person or organization. Form No: CA 04 44 10 13 Endorsement Effective Date: Endorsement No: 5; Page: 1 of 1 Endorsement Expiration Date: Underwriting Company: National Fire Insurance Company of Hartford, 151 N Franklin St, Chicago, IL 60606 «:> Copyright Insurance Services Office, Inc., 2011 Policy No: BUA 8035524817 Policy Effective Date: 01/01/2026 Policy Page: 58 of 90 CNA II NOTICE OF CANCELLATION TO CERTIFICATEHOLDERS I It is understood and agreed that: Business Auto Policy Policy Endorsement If you have agreed under written contract to provide notice of cancellation to a party to whom the Agent of Record has issued a Certificate of Insurance, and if we cancel a policy term described on that Certificate of Insurance for any reason other than nonpayment of premium, then notice of cancellation will be provided to such Certificateholders at least 30 days in advance of the date cancellation is effective. If notice is mailed, then proof of mailing to the last known mailing address of the Certificateholder on file with the Agent of Record will be sufficient to prove notice. Any failure by us to notify such persons or organizations will not extend or invalidate such cancellation, or impose any liability or obligation upon us or the Agent of Record. All other terms and conditions of the policy remain unchanged This endorsement, which forms a part of and is for attachment to the policy issued by the designated Insurers, takes effect on the Policy Effective date of said policy at the hour stated in said policy, unless another effective date (the Endorsement Effective Date) is shown below, and expires concurrently with said policy. Form No: CNA68021 XX (02-2013) Endorsement Effective Date: Endorsement No: 14; Page: 1 of 1 Endorsement Expiration Date: Underwriting Company: National Fire Insurance Company of Hartford, 151 N Franklin St, Chicago, IL 60606 c, Copyright CNA All Rights Reserved. Policy No: BUA 8035524817 Policy Effective Date: 01/01/2026 Policy Page: 76 of 90 CNA II ADDITIONAL INSURED -PRIMARY AND NON-CONTRIBUTORY I Business Auto Policy Policy Endorsement It is understood and agreed that this endorsement amends the BUSINESS AUTO COVERAGE FORM as follows: SCHEDULE Name of Additional Insured Person Or Organization ANY PERSON OR ORGANIZATION THAT YOU ARE REQUIRED BY WRITTEN CONTRACT OR WRITTEN AGREEMENT TO NAME AS AN ADDITIONAL INSURED. 1. In conformance with paragraph A.1.c. of Who Is An Insured of Section II -LIABILITY COVERAGE, the person or organization scheduled above is an insured under this policy. 2. The insurance afforded to the additional insured under this policy will apply on a primary and non-contributory basis if you have committed it to be so in a written contract or written agreement executed prior to the date of the "accident" for which the additional insured seeks coverage under this policy. All other terms and conditions of the policy remain unchanged This endorsement, which forms a part of and is for attachment to the policy issued by the designated Insurers, takes effect on the Policy Effective date of said policy at the hour stated in said policy, unless another effective date (the Endorsement Effective Date) is shown below, and expires concurrently with said policy. Form No: CNA71527XX (10-2012) Endorsement Effective Date: Endorsement Expiration Date: Endorsement No: 15; Page: 1 of 1 Underwriting Company: National Fire Insurance Company of Hartford, 151 N Franklin St, Chicago, IL 60606 c, Copyright CNA All Rights Reserved. Policy No: BUA 8035524817 Policy Effective Date: 01/01/2026 Policy Page: 77 of 90 CNA II SCHEDULE OF FORMS AND ENDORSEMENTS l;;;;ilTt(IJj • 1■■1~111 • h' fTT,il oT:l I POLICYHOLDER NOTICE -FRAUD NOTIFICATION POLICYHOLDERS NOTICE -TEXAS POLICYHOLDER NOTICE -FLORIDA POLICYHOLDER NOTICE -FLORIDA POLICYHOLDER NOTICE -TO OUR TEXAS COMMERCIAL AUTOMOBILE POLICYHOLDERS IMPORTANT INFORMATION TO OUR AUTOMOBILE POLICYHOLDERS DOING BUSINESS IN THE STATE OF TEXAS IMPORT ANT INFORMATION -FOR FLORIDA POLICYHOLDERS POLICYHOLDERS NOTICE -FLORIDA POLICYHOLDERS NOTICE -FLORIDA FLORIDA NOTIFICATION OF AVAILABILITY OF UNINSURED MOTORISTS COVERAGE BUSINESS AUTO COVERAGE PART DECLARATIONS - FLORIDA PAYMENT PLAN SCHEDULE UNINSURED/UNDERINSURED MOTORIST SUPPLEMENTARY SCHEDULE COMMON POLICY CONDITIONS BUSINESS AUTO COVERAGE FORM 1 FLORIDA CHANGES 2 TEXAS CHANGES 3 FLORIDA CHANGES -CANCELLATION AND NONRENEWAL 4 FULL SAFETY GLASS COVERAGE 5 WAIVER OF TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO US (WAIVER OF SUBROGATION) Form No: CNA62640XX (09-2012) Policy Schedule ; Page: 1 of 2 Business Auto Policy Policy Schedule ~ • h'lllliloT:l" • ,l::r,UHololl [!lm ' CNA 104750XX 06-2023 CNA62854TX 07-2015 CNA77863FL 02-2014 CNA77863FL 02-2014 CNA96184TX 06-2023 G-132250-B42 07-2016 G-18683-A09 AUT 01-1999 G-44124-A 11-1989 G-44393-A09 01-2999 IL N 166 05-2010 CNA85611 FL 08-2021 CNA84401XX 12-2015 CNA86257XX 07-2016 IL 00 17 11-1998 CA 00 01 11-2020 CA 01 28 08-2025 CA 01 96 11-2020 CA 02 67 01-2021 CA 04 21 11-2020 CA 04 44 10-2013 Policy No: BUA 8035524817 Policy Effective Date: 01/01/2026 Underwriting Company: National Fire Insurance Company of Hartford, 151 N Franklin St, Chicago, IL 60606 c, Copyright CNA All Rights Reserved. CNA II SCHEDULE OF FORMS AND ENDORSEMENTS (Continued) Business Auto Policy Policy Schedule i.Endorsement_f.~ Ed1t1on U\lumber - 6 FLORIDA PUBLIC OR LIVERY PASSENGER CONVEYANCE AND TRANSPORTATION NETWORK SERVICES EXCLUSION 7 LESSOR -ADDITIONAL INSURED AND LOSS PAYEE 8 EMPLOYEE HIRED AUTOS 9 TEXAS UNINSURED/UNDERINSURED MOTORISTS COVERAGE 10 TEXAS PERSONAL INJURY PROTECTION ENDORSEMENT 11 HIRED AUTOS SPECIFIED AS COVERED AUTOS YOU OWN 12 LOSS PAY ABLE CLAUSE 13 TEXAS SUPPLEMENTARY DEATH BENEFIT 14 NOTICE OF CANCELLATION TO CERTIFICATEHOLDERS 15 ADDITIONAL INSURED -PRIMARY AND NON-CONTRIBUTORY 16 ECONOMIC AND TRADE SANCTIONS CONDITION 17 CALCULATION OF PREMIUM 18 NUCLEAR ENERGY LIABILITY EXCLUSION ENDORSEMENT (BROAD FORM) 19 EXTENDED COVERAGE ENDORSEMENT -BA PLUS Form No: CNA62640XX (09-2012) Policy Schedule ; Page: 2 of 2 Date-- CA 05 03 02-2021 CA 20 01 11-2020 CA 20 54 11-2020 CA 21 09 10-2013 CA 22 64 10-2013 CA 99 16 10-2013 CA 99 44 10-2013 CA 99 95 10-2013 CNA68021XX 02-2013 CNA71527XX 10-2012 G-144291-A 03-2003 IL 00 03 09-2008 IL 00 21 09-2008 SCA 23 500 D09 10-2011 Policy No: BUA 8035524817 Policy Effective Date: 01/01/2026 Underwriting Company: National Fire Insurance Company of Hartford, 151 N Franklin St, Chicago, IL 60606 c, Copyright CNA All Rights Reserved. iiiiiiii iiiiiiii ---iiiiiiii CNA It is understood and agreed that: CNA PARAMOUNT Policy Holder Notice -Countrywide If the Named Insured has agreed under written contract to provide notice of cancellation to a party to whom the Agent of Record has issued a Certificate of Insurance, and if the Insurer cancels a policy term described on that Certificate of Insurance for any reason other than nonpayment of premium, then notice of cancellation will be provided to such Certificate holders at least 30 days in advance of the date cancellation is effective. If notice is mailed, then proof of mailing to the last known mailing address of the Certificate holder on file with the Agent of Record will be sufficient to prove notice. Any failure by the Insurer to notify such persons or organizations will not extend or invalidate such cancellation, or impose any liability or obligation upon the Insurer or the Agent of Record. All other terms and conditions of the Policy remain unchanged. This endorsement, which forms a part of and is for attachment to the Policy issued by the designated Insurers, takes effect on the effective date of said Policy at the hour stated in said Policy, unless another effective date is shown below, and expires concurrently with said Policy. CNA75014XX (1-15) Policy No: 8035524851 Page 1 of 1 Endorsement No: 1 Nat'l Fire Ins Co of Hartford Effective Date: 01/01/2026 Insured Name: KITTELSON & ASSOCIATES, INC. Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its permission. iiiiiiii --!!!!!!!!!!!!!!! --iiiiiiii CNA CNA PARAMOUNT General Aggregate Limit -Per Project Endorsement This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART It is understood and agreed as follows: I. For each single construction or service project away from premises the Named Insured owns or rents, a separate Project General Aggregate Limit, equal to the amount of the General Aggregate Limit shown in the Declarations, is the most the Insurer will pay for the sum of: A. all damages under Coverage A, except damages because of bodily injury or property damage included in the products-completed operations hazard; and B. all medical expenses under Coverage C; that arise from occurrences or accidents which can be attributed solely to ongoing operations at that project. Such payments shall not reduce the General Aggregate Limit shown in the Declarations, nor the Project General Aggregate Limit applicable to any other project. II. All: A. damages under Coverage B, regardless of the number of locations or projects involved; B. damages under Coverage A, caused by occurrences which cannot be attributed solely to ongoing operations at a single project, except damages because of bodily injury or property damage included in the products- completed operations hazard; and C. medical expenses under Coverage C, caused by accidents which cannot be attributed solely to ongoing operations at a single project, will reduce the General Aggregate Limit shown in the Declarations. Ill. The limits shown in the Declarations for Each Occurrence, for Damage To Premises Rented To You and for Medical Expense continue to apply, but will be subject to either the Project General Aggregate Limit or the General Aggregate Limit shown in the Declarations, depending on whether the occurrence can be attributed solely to ongoing operations at a particular project. IV. When coverage for liability arising out of the products-completed operations hazard is provided, any payments for damages because of bodily injury or property damage included in the products-completed operations hazard will reduce the Products-Completed Operations Aggregate Limit shown in the Declarations, regardless of the number of projects involved. V. If a single construction or service project away from premises owned by or rented to the Named Insured has been abandoned and then restarted, or if the authorized contracting parties deviate from plans, blueprints, designs, specifications or timetables, such project will still be deemed to be the same project. VI. The provisions of LIMITS OF INSURANCE not otherwise modified by this endorsement shall continue to apply as stipulated. All other terms and conditions of the Policy remain unchanged. This endorsement, which forms a part of and is for attachment to the Policy issued by the designated Insurers, takes effect on the effective date of said Policy at the hour stated in said Policy, unless another effective date is shown below, and expires concurrently with said Policy. CNA75061XX (1-15) Policy No: 8035524851 Page 1 of 1 Endorsement No: 14 Nat'l Fire Ins Co of Hartford Effective Date: 01/01/2026 Insured Name: KITTELSON & ASSOCIATES, INC. Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its permission. CNA Workers Compensation And Employers Liability Insurance Policy Endorsement II VOLUNTARY COMPENSATION AND EMPLOYERS LIABILITY COVERAGE ENDORSEMENT I This endorsement adds Voluntary Compensation Insurance to the policy. A. How This Insurance Applies This insurance applies to bodily injury by accident or bodily injury by disease. Bodily injury includes resulting death. 1. The bodily injury must be sustained by an employee included in the group of employees described in the Schedule. 2. The bodily injury must arise out of and in the course of employment necessary or incidental to work in a state listed in the Schedule. 3. The bodily injury must occur in the United States of America, its territories or possessions, or Canada, and may occur elsewhere if the employee is a United States or Canadian citizen temporarily away from those places. 4. Bodily injury by accident must occur during the policy period. 5. Bodily injury by disease must be caused or aggravated by the conditions of your employment. The employee's last day of last exposure to the conditions causing or aggravating such bodily injury by disease must occur during the policy period. B. We Will Pay We will pay an amount equal to the benefits that would be required of you if you and your employees described in the Schedule were subject to the workers compensation law shown in the Schedule. We will pay those amounts to the persons who would be entitled to them under the law. C. Exclusions This insurance does not cover: 1 . any obligation imposed by a workers compensation or occupational disease law, or any similar law. 2. bodily injury intentionally caused or aggravated by you. D. Before We Pay Before we pay benefits to the persons entitled to them, they must: 1. Release you and us, in writing, of all responsibility for the injury or death. 2. Transfer to us their right to recover from others who may be responsible for the injury or death. 3. Cooperate with us and do everything necessary to enable us to enforce the right to recover from others. If the persons entitled to the benefits of this insurance fail to do those things, our duty to pay ends at once. If they claim damages from you or from us for the injury or death, our duty to pay ends at once. E. Recovery From Others If we make a recovery from others, we will keep an amount equal to our expenses of recovery and the benefits we paid. We will pay the balance to the persons entitled to it. If the persons entitled to the benefits of this insurance make a recovery from others, they must reimburse us for the benefits we paid them. Form No: WC 00 03 11 A (08-1991 l Endorsement Effective Date: Endorsement No: 7; Page: 1 of 2 Endorsement Expiration Date: Underwriting Company: The Continental Insurance Company, 151 N Franklin St, Chicago, IL 60606 e Copyright 1 991 National Council on Compensation Insurance. Policy No: WC 8 35524865 Policy Effective Date: 01/01/2026 Policy Page: 73 of 100 CNA F. Employers Liability Insurance Workers Compensation And Employers Liability Insurance Policy Endorsement Part Two (Employers Liability Insurance) applies to bodily injury covered by this endorsement as though the State of Employment shown in the Schedule were shown in Item 3.A. of the Information Page. Employees ALL OFFICERS AND EMPLOYEES NOT SUBJECT TO THE WORKERS COMPENSATION LAW Schedule State of Employment ANY STATE SHOWN IN ITEM 3.A. OF THE INFORMATION PAGE EXCLUDING: NJ, WI All other terms and conditions of the policy remain unchanged. Designated Workers' Compensation Law THE STATE WHERE THE INJURY TAKES PLACE This endorsement, which forms a part of and is for attachment to the policy issued by the designated Insurers, takes effect on the Policy Effective Date of said policy at the hour stated in said policy, unless another effective date (the Endorsement Effective Date) is shown below, and expires concurrently with said policy unless another expiration date is shown below. Form No: WC 00 03 11 A (08-1991 l Endorsement Effective Date: Endorsement No: 7; Page: 2 of 2 Endorsement Expiration Date: Underwriting Company: The Continental Insurance Company, 151 N Franklin St, Chicago, IL 60606 e Copyright 1 991 National Council on Compensation Insurance. Policy No: WC 8 35524865 Policy Effective Date: 01/01/2026 Policy Page: 74 of 100 CNA CNA PARAMOUNT Schedule of Forms and Endorsements Policy Number: 8035524851 I I. CNA PARAMOUNT A. Policyholder Notices Endm't Form Title Form Number Form Number Edition Policyholder Notice -Fraud Notification CNA104750XX 06-23 PHN OFFER OF TERRORISM COVERAGE-DISCLOSUR OF PREM CNA62820XX 01-21 Policy Holder Notice -Request for Jurisdictional CNA62823XX 02-25 Inspection of Boilers and Pressure Vessels Policy Holder Notice -Florida CNA62825FL 09-12 PHN -FLORIDA -FIRE COLLEGE TRUST FUND SURCHARGE CNA62826FL 09-12 PHN-FL-EMER MGMT, PREP AND ASSISTANCE FUND SURCH CNA62827FL 09-12 Policy Holder Notice -Florida CNA62830FL 09-12 Policy Holder Notice -Florida CNA62832FL 09-12 Policyholder Notice -New Jersey PLIGA Surcharge CNA62848NJ 02-25 Policy Holder Notice -Countrywide CNA74722XX 01-15 Policy Holder Notice -Texas CNA74999TX 10-16 1 Policy Holder Notice -Countrywide CNA75014XX 01-15 Policy Holder Notice -Countrywide -Premium Basis CNA75144XX 04-15 Used on Liability Schedules Policyholder Notice -Florida CNA77863FL 02-14 Policy Holder Notice -Countrywide CNA89319XX 06-17 IMP INF Economic And Trade Sanctions Condition G145041A 05-03 Important Information for Florida Policyholders G18683A09 00-00 Important Information -Florida Risk Management G44124A 11-89 iiiiiiii B. Policy Terms & Conditions ---Policy Declarations CNA62639XX 09-12 -Schedule of Forms and Endorsements CNA62640XX 09-12 -iiiiiiii Common Terms and Conditions CNA62642XX 10-15 II. POLICY COVERAGE PARTS CNA62640XX 09-12 Page 1 of 5 Copyright CNA All Rights Reserved. CNA CNA PARAMOUNT Schedule of Forms and Endorsements Policy Number: 8035524851 I Endm't Form Title Form Number Form Number Edition Florida Changes CM0116 06-23 Communicable Disease Exclusion Endorsement CNA99954XX 10-20 Loss Payable Provision G15028A 08-89 Contractors Equipment Coverage Form G44080H 11-09 F. General Liability General Liability Coverage Part Declarations CNA74694XX 01-15 Additional Declarations -General Liability CNA75126XX 01-15 Schedule of Locations and Coverages Commercial General Liability Coverage Part CG0001 04-13 12 Architects, Engineers and Surveyors General CNA74858XX 01-15 Liability Extension Endorsement 13 General Aggregate Limit -Per Location Endorsement CNA75059XX 01-15 14 General Aggregate Limit -Per Project Endorsement CNA75061XX 01-15 15 Blanket Additional Insured -Owners, Lessees or CNA75079XX 03-22 Contractors -with Products-Completed Operations Coverage Endorsement 16 Pollution Exclusion Amendatory Endorsement CNA74843XX 01-15 17 Waiver of Transfer of Rights of Recovery Against CNA75008XX 10-16 Others to the Insurer Endorsement 18 Coverage Part Aggregate Limit of Insurance CNA75077XX 01-15 Endorsement 19 Exclusion -Violation Of Law Addressing Data CG0069 12-23 Privacy iiiiiiii 20 Exclusion -Access Or Disclosure Of Confidential CG2106 12-23 -iiiiiiii Or Personal Material Or Information !!!!!!!!!!!!!!! 21 Exclusion -Cyber Incident CG4035 12-23 --22 Fungi / Mold / Mildew / Yeast I Microbe Exclusion CNA74708XX 01-15 iiiiiiii Endorsement 23 Employment-Related Practices Exclusion Endorsement CNA74761XX 01-15 CNA62640XX 09-12 Page 3 of 5 Copyright CNA All Rights Reserved. CNA CNA PARAMOUNT Schedule of Forms and Endorsements Policy Number: 8035524851 I Endm't Form Title Form Number Form Number Edition 24 Construction Wrap-Up Program Exclusion Endorsement CNA74863XX 01-15 25 Engineers, Architects or Surveyors Professional CNA74980XX 01-15 Liability Exclusion Endorsement 26 Amendment -Infringement of Copyright, Patent, CNA75116XX 01-15 Trademark Trade Secret or Other Intellectual Property Rights or Laws Endorsement G. Employee Benefits Liability Employee Benefits Liability Coverage Part CNA74693XX 01-15 Declarations Additional Declarations -Employee Benefits CNA75133XX 01-15 Liability Schedule of Locations and Coverages Employee Benefits Liability Coverage Part -CNA74721XX 01-15 Occurrence 27 Prior Acts, Errors or Omissions Endorsement CNA75047XX 01-15 28 Employee Benefits Liability -Amended Definition CNA86269XX 10-16 of Executive Officer Endorsement I. Stop Gap Liability Stop Gap Coverage Part Declarations CNA74830XX 01-15 Additional Declarations -Stop Gap Liability CNA75134XX 01-15 Schedule of Locations and Coverages Stop Gap Liability Coverage Part CNA74934XX 08-18 29 Stop Gap Liability Coverage Endorsement -Ohio CNA75267OH 01-15 30 State Amendatory Endorsement (Stop Gap Liability) CNA75267WA 01-15 -Washington Ill. POLICY ENDORSEMENTS Economic And Trade Sanctions Condition G144291A 03-03 Florida Changes -Legal Action Against Us IL0175 09-07 CNA62640XX 09-12 Page 4 of 5 Copyright CNA All Rights Reserved. iiiiiiii -----iiiiiiii CNA CNA PARAMOUNT Architects, Engineers and Surveyors General Liability Extension Endorsement It is understood and agreed that this endorsement amends the COMMERCIAL GENERAL LIABILITY COVERAGE PART as follows. If any other endorsement attached to this policy amends any provision also amended by this endorsement, then that other endorsement controls with respect to such provision, and the changes made by this endorsement with respect to such provision do not apply. TABLE OF CONTENTS 1. Additional Insureds 2. Additional Insured -Primary And Non-Contributory To Additional lnsured's Insurance 3. Additional Insured -Extended Coverage 4. Boats 5. Bodily Injury -Expanded Definition 6. Broad Knowledge of Occurrence/ Notice of Occurrence 7. Broad Named Insured 8. Contractual Liability -Railroads 9. Estates, Legal Representatives and Spouses 10. Expected Or Intended Injury -Exception for Reasonable Force 11. General Aggregate Limits of Insurance -Per Location 12. In Rem Actions 13. Incidental Health Care Malpractice Coverage 14. Joint Ventures/Partnership/Limited Liability Companies 15. Legal Liability-Damage To Premises 16. Liquor Liability 17. Medical Payments 18. Non-owned Aircraft Coverage 19. Non-owned Watercraft 20. Personal And Advertising Injury -Discrimination or Humiliation 21. Personal And Advertising Injury -Contractual Liability 22. Property Damage -Elevators 23. Retired Partners, Members, Directors And Employees 24. Supplementary Payments 25. Unintentional Failure To Disclose Hazards 26. Waiver of Subrogation -Blanket 27. Wrap-Up Extension: OCIP, CCIP or Consolidated (Wrap-Up) Insurance Programs CNA74858XX (1-15) Policy No: 8035524851 Page 1 of 18 Endorsement No: 12 Nat'l Fire Ins Co of Hartford Effective Date: 01/01/2026 Insured Name: KITTELSON & ASSOCIATES, INC. Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its permission. CNA CNA PARAMOUNT Architects, Engineers and Surveyors General Liability Extension Endorsement 1. ADDITIONAL INSUREDS a. WHO IS AN INSURED is amended to include as an Insured any person or organization described in paragraphs A. through I. below whom a Named Insured is required to add as an additional insured on this Coverage Part under a written contract or written agreement, provided such contract or agreement: (1) is currently in effect or becomes effective during the term of this Coverage Part; and (2) was executed prior to: (a) the bodily injury or property damage; or (b) the offense that caused the personal and advertising injury, for which such additional insured seeks coverage. b. However, subject always to the terms and conditions of this policy, including the limits of insurance, the Insurer will not provide such additional insured with: (1) a higher limit of insurance than required by such contract or agreement; or (2) coverage broader than required by such contract or agreement, and in no event broader than that described by the applicable paragraph A. through I. below. Any coverage granted by this endorsement shall apply only to the extent permissible by law. A. Controlling Interest Any person or organization with a controlling interest in a Named Insured, but only with respect to such person or organization's liability for bodily injury, property damage or personal and advertising injury arising out of: 1. such person or organization's financial control of a Named Insured; or 2. premises such person or organization owns, maintains or controls while a Named Insured leases or occupies such premises; provided that the coverage granted by this paragraph does not apply to structural alterations, new construction or demolition operations performed by, on behalf of, or for such additional insured. B. Co-owner of Insured Premises A co-owner of a premises co-owned by a Named Insured and covered under this insurance but only with respect to such co-owner's liability for bodily injury, property damage or personal and advertising injury as co-owner of such premises. C. Engineers, Architects or Surveyors Engaged By You An architect, engineer or surveyor engaged by the Named Insured, but only with respect to liability for bodily injury, property damage or personal and advertising injury caused in whole or in part by the Named lnsured's acts or omissions, or the acts or omissions of those acting on the Named lnsured's behalf: a. in connection with the Named lnsured's premises; or b. in the performance of the Named lnsured's ongoing operations. But the coverage hereby granted to such additional insureds does not apply to bodily injury, property damage or personal and advertising injury arising out of the rendering of or failure to render any professional services by, on behalf of, or for the Named Insured, including but not limited to: CNA74858XX (1-15) Page 2 of 18 Nat'l Fire Ins Co of Hartford Insured Name: KITTELSON & ASSOCIATES, INC. Policy No: 8035524851 Endorsement No: 12 Effective Date: 01/01/2026 Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its permission. iiiiiiii --iiiiiiii CNA CNA PARAMOUNT Architects, Engineers and Surveyors General Liability Extension Endorsement 1. the preparing, approving, or failing to prepare or approve, maps, shop drawings, opinions, reports, surveys, field orders, change orders or drawings and specifications; or 2. supervisory, inspection, architectural or engineering activities. D. Lessor of Equipment Any person or organization from whom a Named Insured leases equipment, but only with respect to liability for bodily injury, property damage or personal and advertising injury caused, in whole or in part, by the Named lnsured's maintenance, operation or use of such equipment, provided that the occurrence giving rise to such bodily injury, property damage or the offense giving rise to such personal and advertising injury takes place prior to the termination of such lease. E. Lessor of Land Any person or organization from whom a Named Insured leases land but only with respect to liability for bodily injury, property damage or personal and advertising injury arising out of the ownership, maintenance or use of such land, provided that the occurrence giving rise to such bodily injury, property damage or the offense giving rise to such personal and advertising injury takes place prior to the termination of such lease. The coverage granted by this paragraph does not apply to structural alterations, new construction or demolition operations performed by, on behalf of, or for such additional insured. F. Lessor of Premises An owner or lessor of premises leased to the Named Insured, or such owner or lessor's real estate manager, but only with respect to liability for bodily injury, property damage or personal and advertising injury arising out of the ownership, maintenance or use of such part of the premises leased to the Named Insured, and provided that the occurrence giving rise to such bodily injury or property damage, or the offense giving rise to such personal and advertising injury, takes place prior to the termination of such lease. The coverage granted by this paragraph does not apply to structural alterations, new construction or demolition operations performed by, on behalf of, or for such additional insured. G. Mortgagee, Assignee or Receiver A mortgagee, assignee or receiver of premises but only with respect to such mortgagee, assignee or receiver's liability for bodily injury, property damage or personal and advertising injury arising out of the Named lnsured's ownership, maintenance, or use of a premises by a Named Insured. The coverage granted by this paragraph does not apply to structural alterations, new construction or demolition operations performed by, on behalf of, or for such additional insured. H. State or Governmental Agency or Subdivision or Political Subdivisions -Permits A state or governmental agency or subdivision or political subdivision that has issued a permit or authorization but only with respect to such state or governmental agency or subdivision or political subdivision's liability for bodily injury, property damage or personal and advertising injury arising out of: 1. the following hazards in connection with premises a Named Insured owns, rents, or controls and to which this insurance applies: a. the existence, maintenance, repair, construction, erection, or removal of advertising signs, awnings, canopies, cellar entrances, coal holes, driveways, manholes, marquees, hoistaway openings, sidewalk vaults, street banners, or decorations and similar exposures; or b. the construction, erection, or removal of elevators; or c. the ownership, maintenance or use of any elevators covered by this insurance; or CNA74858XX (1-15) Policy No: 8035524851 Page 3 of 18 Endorsement No: 12 Nat'l Fire Ins Co of Hartford Effective Date: 01/01/2026 Insured Name: KITTELSON & ASSOCIATES, INC. Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its permission. CNA CNA PARAMOUNT Architects, Engineers and Surveyors General Liability Extension Endorsement 2. the permitted or authorized operations performed by a Named Insured or on a Named lnsured's behalf. The coverage granted by this paragraph does not apply to: a. Bodily injury, property damage or personal and advertising injury arising out of operations performed for the state or governmental agency or subdivision or political subdivision; or b. Bodily injury or property damage included within the products-completed operations hazard. With respect to this provision's requirement that additional insured status must be requested under a written contract or agreement, the Insurer will treat as a written contract any governmental permit that requires the Named Insured to add the governmental entity as an additional insured. I. Trade Show Event Lessor 1. With respect to a Named lnsured's participation in a trade show event as an exhibitor, presenter or displayer, any person or organization whom the Named Insured is required to include as an additional insured, but only with respect to such person or organization's liability for bodily injury, property damage or personal and advertising injury caused by: a. the Named lnsured's acts or omissions; or b. the acts or omissions of those acting on the Named lnsured's behalf, in the performance of the Named lnsured's ongoing operations at the trade show event premises during the trade show event. 2. The coverage granted by this paragraph does not apply to bodily injury or property damage included within the products-completed operations hazard. 2. ADDITIONAL INSURED -PRIMARY AND NON-CONTRIBUTORY TO ADDITIONAL INSURED'S INSURANCE The Other Insurance Condition in the COMMERCIAL GENERAL LIABILITY CONDITIONS Section is amended to add the following paragraph: If the Named Insured has agreed in writing in a contract or agreement that this insurance is primary and non- contributory relative to an additional insured's own insurance, then this insurance is primary, and the Insurer will not seek contribution from that other insurance. For the purpose of this Provision 2., the additional insured's own insurance means insurance on which the additional insured is a named insured. Otherwise, and notwithstanding anything to the contrary elsewhere in this Condition, the insurance provided to such person or organization is excess of any other insurance available to such person or organization. 3. ADDITIONAL INSURED -EXTENDED COVERAGE When an additional insured is added by this or any other endorsement attached to this Coverage Part, WHO IS AN INSURED is amended to make the following natural persons Insureds. If the additional insured is: a. An individual, then his or her spouse is an Insured; b. A partnership or joint venture, then its partners, members and their spouses are Insureds; c. A limited liability company, then its members and managers are Insureds; or d. An organization other than a partnership, joint venture or limited liability company, then its executive officers, directors and shareholders are Insureds; CNA74858XX (1-15) Policy No: 8035524851 Page 4 of 18 Endorsement No: 12 Nat'l Fire Ins Co of Hartford Effective Date: 01/01/2026 Insured Name: KITTELSON & ASSOCIATES, INC. Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its permission. iiiiiiii --iiiiiiii CNA CNA PARAMOUNT Architects, Engineers and Surveyors General Liability Extension Endorsement but only with respect to locations and operations covered by the additional insured endorsement's provisions, and only with respect to their respective roles within their organizations. Please see the ESTATES, LEGAL REPRESENTATIVES, AND SPOUSES provision of this endorsement for additional coverage and restrictions applicable to spouses of natural person Insureds. 4. BOATS Under COVERAGES, Coverage A -Bodily Injury And Property Damage Liability, the paragraph entitled Exclusions is amended to add the following additional exception to the exclusion entitled Aircraft, Auto or Watercraft: This exclusion does not apply to: Any watercraft owned by the Named Insured that is less than 30 feet long while being used in the course of the Named lnsured's inspection or surveying work. 5. BODIL V INJURY - EXPANDED DEFINITION Under DEFINITIONS, the definition of bodily injury is deleted and replaced by the following: Bodily injury means physical injury, sickness or disease sustained by a person, including death, humiliation, shock, mental anguish or mental injury sustained by that person at any time which results as a consequence of the physical injury, sickness or disease. 6. BROAD KNOWLEDGE OF OCCURRENCE/ NOTICE OF OCCURRENCE Under CONDITIONS, the condition entitled Duties in The Event of Occurrence, Offense, Claim or Suit is amended to add the following provisions: A. BROAD KNOWLEDGE OF OCCURRENCE The Named Insured must give the Insurer or the Insurer's authorized representative notice of an occurrence, offense or claim only when the occurrence, offense or claim is known to a natural person Named Insured, to a partner, executive officer, manager or member of a Named Insured, or to an employee designated by any of the above to give such notice. B. NOTICE OF OCCURRENCE The Named lnsured's rights under this Coverage Part will not be prejudiced if the Named Insured fails to give the Insurer notice of an occurrence, offense or claim and that failure is solely due to the Named lnsured's reasonable belief that the bodily injury or property damage is not covered under this Coverage Part. However, the Named Insured shall give written notice of such occurrence, offense or claim to the Insurer as soon as the Named Insured is aware that this insurance may apply to such occurrence, offense or claim. 7. BROAD NAMED INSURED WHO IS AN INSURED is amended to delete its Paragraph 3. in its entirety and replace it with the following: 3. Pursuant to the limitations described in Paragraph 4. below, any organization in which a Named Insured has management control: a. on the effective date of this Coverage Part; or b. by reason of a Named Insured creating or acquiring the organization during the policy period, qualifies as a Named Insured, provided that there is no other similar liability insurance, whether primary, contributory, excess, contingent or otherwise, which provides coverage to such organization, or which would have CNA74858XX (1-15) Policy No: 8035524851 Page 5 of 18 Endorsement No: 12 Nat' l Fire Ins Co of Hartford Effective Date: 01/01/2026 Insured Name: KITTELSON & ASSOCIATES, INC. Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its permission. CNA CNA PARAMOUNT Architects, Engineers and Surveyors General Liability Extension Endorsement provided coverage but for the exhaustion of its limit, and without regard to whether its coverage is broader or narrower than that provided by this insurance. But this BROAD NAMED INSURED provision does not apply to: (a) any partnership, limited liability company or joint venture; or (b) any organization for which coverage is excluded by another endorsement attached to this Coverage Part. For the purpose of this provision, management control means: A. owning interests representing more than 50% of the voting, appointment or designation power for the selection of a majority of the Board of Directors of a corporation; or B. having the right, pursuant to a written trust agreement, to protect, control the use of, encumber or transfer or sell property held by a trust. 4. With respect to organizations which qualify as Named Insureds by virtue of Paragraph 3. above, this insurance does not apply to: a. bodily injury or property damage that first occurred prior to the date of management control, or that first occurs after management control ceases; nor b. personal or advertising injury caused by an offense that first occurred prior to the date of management control or that first occurs after management control ceases. 5. The insurance provided by this Coverage Part applies to Named Insureds when trading under their own names or under such other trading names or doing-business-as names (dba) as any Named Insured should choose to employ. 8. CONTRACTUAL LIABILITY -RAILROADS With respect to operations performed within 50 feet of railroad property, the definition of insured contract is replaced by the following: Insured Contract means: a. A contract for a lease of premises. However, that portion of the contract for a lease of premises that indemnifies any person or organization for damage by fire to premises while rented to a Named Insured or temporarily occupied by a Named Insured you with permission of the owner is not an insured contract; b. A sidetrack agreement; c. Any easement or license agreement; d. An obligation, as required by ordinance, to indemnify a municipality, except in connection with work for a municipality; e. An elevator maintenance agreement; f. That part of any other contract or agreement pertaining to the Named lnsured's business (including an indemnification of a municipality in connection with work performed for a municipality) under which the Named Insured assumes the tort liability of another party to pay for bodily injury or property damage to a third person or organization. Tort liability means a liability that would be imposed by law in the absence of any contract or agreement. Paragraph f. does not include that part of any contract or agreement: CNA74858XX (1-15) Policy No: 8035524851 Page 6 of 18 Endorsement No: 12 Nat'l Fire Ins Co of Hartford Effective Date: 01/01/2026 Insured Name: KITTELSON & ASSOCIATES, INC. Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its permission. iiiiiiii --iiiiiiii !!!!!!!!!!!!!!! --iiiiiiii CNA CNA PARAMOUNT Architects, Engineers and Surveyors General Liability Extension Endorsement (1) That indemnifies an architect, engineer or surveyor for injury or damage arising out of: (a) Preparing, approving or failing to prepare or approve maps, shop drawings, opinions, reports, surveys, field orders, change orders or drawings and specifications; or (b) Giving directions or instructions, or failing to give them, if that is the primary cause of the injury or damage; (2) Under which the Insured, if an architect, engineer or surveyor, assumes liability for an injury or damage arising out of the insured's rendering or failure to render professional services, including those listed in (1) above and supervisory, inspection, architectural or engineering activities. 9. ESTATES, LEGAL REPRESENTATIVES, AND SPOUSES The estates, executors, heirs, legal representatives, administrators, trustees, beneficiaries and spouses of any natural person Insured or living trust shall also be insured under this policy; provided, however, coverage is afforded to such estates, executors, heirs, legal representatives, administrators, trustees, beneficiaries and spouses only for claims arising solely out of their capacity or status as such and, in the case of a spouse, where such claim seeks damages from marital community property, jointly held property or property transferred from such natural person Insured to such spouse. No coverage is provided for any act, error or omission of an estate, heir, legal representative, or spouse outside the scope of such person's capacity or status as such, provided, however, that the spouse of a natural person Named Insured, and the spouses of members or partners of joint venture or partnership Named Insureds are Insureds with respect to such spouses' acts, errors or omissions in the conduct of the Named lnsured's business. 10. EXPECTED OR INTENDED INJURY -EXCEPTION FOR REASONABLE FORCE Under COVERAGES, Coverage A -Bodily Injury And Property Damage Liability, the paragraph entitled Exclusions is amended to delete the exclusion entitled Expected or Intended Injury and replace it with the following: This insurance does not apply to: Expected or Intended Injury Bodily injury or property damage expected or intended from the standpoint of the Insured. This exclusion does not apply to bodily injury or property damage resulting from the use of reasonable force to protect persons or property. 11. GENERAL AGGREGATE LIMITS OF INSURANCE -PER LOCATION A. A separate Location General Aggregate Limit, equal to the amount of the General Aggregate Limit, is the most the Insurer will pay for the sum of: 1. All damages under Coverage A, except damages because of bodily injury or property damage included in the products-completed operations hazard; and 2. All medical expenses under Coverage C, that arise from occurrences or accidents which can be attributed solely to ongoing operations at that location. Such payments shall not reduce the General Aggregate Limit shown in the Declarations, nor the Location General Aggregate Limit of any other location. B. All: 1. Damages under Coverage B, regardless of the number of locations involved; CNA74858XX (1-15) Policy No: 8035524851 Page 7 of 18 Endorsement No: 12 Nat'l Fire Ins Co of Hartford Effective Date: 01/01/2026 Insured Name: KITTELSON & ASSOCIATES, INC. Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its permission. CNA CNA PARAMOUNT Architects, Engineers and Surveyors General Liability Extension Endorsement 2. Damages under Coverage A, caused by occurrences which cannot be attributed solely to ongoing operations at a single location, except damages because of bodily injury or property damage included in the products-completed operations hazard; and 3. Medical expenses under Coverage C caused by accidents which cannot be attributed solely to ongoing operations at a single location, will reduce the General Aggregate Limit shown in the Declarations. C. For the purpose of this GENERAL AGGREGATE LIMITS OF INSURANCE -PER LOCATION Provision, "location" means: 1. a premises the Named Insured owns or rents; or 2. a premises not owned or rented by any Named Insured at which the Named Insured is performing operations pursuant to a contract or written agreement. If operations at such a location have been discontinued and then restarted, or if the authorized parties deviate from plans, blueprints, designs, specifications or timetables, the location will still be deemed to be the same location. For the purpose of determining the applicable aggregate limit of insurance, premises involving the same or connecting lots, or premises whose connection is interrupted only by a street, roadway, waterway or right-of-way of a railroad shall be considered a single location. D. The limits shown in the Declarations for Each Occurrence, for Damage To Premises Rented To You and for Medical Expense continue to apply, but will be subject to either the Location General Aggregate Limit or the General Aggregate Limit, depending on whether the occurrence can be attributed solely to ongoing operations at a particular location. E. When coverage for liability arising out of the products-completed operations hazard is provided, any payments for damages because of bodily injury or property damage included in the products-completed operations hazard, regardless of the number of locations involved, will reduce the Products-Completed Operations Aggregate Limit shown in the Declarations. F. The provisions of LIMITS OF INSURANCE not otherwise modified by this GENERAL AGGREGATE LIMITS OF INSURANCE -PER LOCATION Provision shall continue to apply as stipulated. 12. IN REM ACTIONS A quasi in rem action against any vessel owned or operated by or for the Named Insured, or chartered by or for the Named Insured, will be treated in the same manner as though the action were in personam against the Named Insured. 13. INCIDENTAL HEALTH CARE MALPRACTICE COVERAGE Solely with respect to bodily injury that arises out of a health care incident: A. Under COVERAGES, Coverage A-Bodily Injury And Property Damage Liability, the Insuring Agreement is amended to replace Paragraphs 1.b.(1) and 1.b.(2) with the following: b. This insurance applies to bodily injury provided that the professional health care services are incidental to the Named lnsured's primary business purpose, and only if: (1) such bodily injury is caused by an occurrence that takes place in the coverage territory. (2) the bodily injury first occurs during the policy period. All bodily injury arising from an occurrence will be deemed to have occurred at the time of the first act, error, or omission that is part of the occurrence; and CNA74858XX (1-15) Policy No: 8035524851 Page 8 of 18 Endorsement No: 12 Nat'l Fire Ins Co of Hartford Effective Date: 01/01/2026 Insured Name: KITTELSON & ASSOCIATES, INC. Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its permission. iiiiiiii iiiiiiii !!!!!!!!!!!!!!! --iiiiiiii CNA CNA PARAMOUNT Architects, Engineers and Surveyors General Liability Extension Endorsement B. Under COVERAGES, Coverage A -Bodily Injury And Property Damage Liability, the paragraph entitled Exclusions is amended to: i. add the following to the Employers Liability exclusion: This exclusion applies only if the bodily injury arising from a health care incident is covered by other liability insurance available to the Insured (or which would have been available but for exhaustion of its limits). ii. delete the exclusion entitled Contractual Liability and replace it with the following: This insurance does not apply to: Contractual Liability the lnsured's actual or alleged liability under any oral or written contract or agreement, including but not limited to express warranties or guarantees. iii. to add the following additional exclusions: This insurance does not apply to: Discrimination any actual or alleged discrimination, humiliation or harassment, including but not be limited to claims based on an individual's race, creed, color, age, gender, national origin, religion, disability, marital status or sexual orientation. Dishonesty or Crime Any actual or alleged dishonest, criminal or malicious act, error or omission. Medicare/Medicaid Fraud any actual or alleged violation of law with respect to Medicare, Medicaid, Tricare or any similar federal, state or local governmental program. Services Excluded by Endorsement Any health care incident for which coverage is excluded by endorsement. C. DEFINITIONS is amended to: i. add the following definitions: Health care incident means an act, error or omission by the Named lnsured's employees or volunteer workers in the rendering of: a. professional health care services on behalf of the Named Insured or b. Good Samaritan services rendered in an emergency and for which no payment is demanded or received. Professional health care services means any health care services or the related furnishing of food, beverages, medical supplies or appliances by the following providers in their capacity as such but solely to the extent they are duly licensed as required: a. Physician; CNA74858XX (1-15) Policy No: 8035524851 Page 9 of 18 Endorsement No: 12 Nat'l Fire Ins Co of Hartford Effective Date: 01/01/2026 Insured Name: KITTELSON & ASSOCIATES, INC. Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its permission. CNA b. c. d. e. f. g. h. i. j. Nurse; Nurse practitioner; CNA PARAMOUNT Architects, Engineers and Surveyors General Liability Extension Endorsement Emergency medical technician; Paramedic; Dentist; Physical therapist; Psychologist; Speech therapist; Other allied health professional; or Professional health care services does not include any services rendered in connection with human clinical trials or product testing. ii. delete the definition of occurrence and replace it with the following: Occurrence means a health care incident. All acts, errors or omissions that are logically connected by any common fact, circumstance, situation, transaction, event, advice or decision will be considered to constitute a single occurrence; iii. amend the definition of Insured to: a. add the following: the Named lnsured's employees are Insureds with respect to: (1) bodily injury to a co-employee while in the course of the co-employee's employment by the Named Insured or while performing duties related to the conduct of the Named lnsured's business; and (2) bodily injury to a volunteer worker while performing duties related to the conduct of the Named lnsured's business; when such bodily injury arises out of a health care incident. the Named lnsured's volunteer workers are Insureds with respect to: (1) bodily injury to a co-volunteer worker while performing duties related to the conduct of the Named lnsured's business; and (2) bodily injury to an employee while in the course of the employee's employment by the Named Insured or while performing duties related to the conduct of the Named lnsured's business; when such bodily injury arises out of a health care incident. b. delete Subparagraphs (a), (b), (c) and (d) of Paragraph 2.a.(1) of WHO IS AN INSURED. D. The Other Insurance condition is amended to delete Paragraph b.(1) in its entirety and replace it with the following: Other Insurance CNA74858XX (1-15) Page 10 of 18 Nat'l Fire Ins Co of Hartford Insured Name: KITTELSON & ASSOCIATES, INC. Policy No: 8035524851 Endorsement No: 12 Effective Date: 01/01/2026 Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its permission. iiiiiiii --!!!!!!!!!!!!!!! --iiiiiiii CNA CNA PARAMOUNT Architects, Engineers and Surveyors General Liability Extension Endorsement b. Excess Insurance (1) To the extent this insurance applies, it is excess over any other insurance, self insurance or risk transfer instrument, whether primary, excess, contingent or on any other basis, except for insurance purchased specifically by the Named Insured to be excess of this coverage. 14. JOINT VENTURES/ PARTNERSHIP/ LIMITED LIABILITY COMPANIES A. Past Joint Ventures, Partnerships, Limited Liability Companies The following is added to WHO IS AN INSURED: If the Named Insured was a joint venturer, partner, or member of a limited liability company and such joint venture, partnership or limited liability company terminated prior to or during the policy period, such Named Insured is an Insured with respect to its interest in such joint venture, partnership or limited liability company but only to the extent that: a. any offense giving rise to personal and advertising injury occurred prior to such termination date, and the personal and advertising injury arising out of such offense, first occurred after such termination date; b. the bodily injury or property damage first occurred after such termination date; and c. there is no other valid and collectible insurance purchased specifically to insure the partnership, joint venture or limited liability company. If the joint venture, partnership or limited liability company is or was insured under a consolidated (wrap-up) insurance program, then such insurance will always be considered valid and collectible for the purpose of paragraph c. above. But this provision will not serve to exclude bodily injury, property damage or personal and advertising injury that would otherwise be covered under the Architects, Engineers And Surveyors General Liability Extension Endorsement provision entitled WRAP-UP EXTENSION: OCIP, CCIP, OR CONSOLIDATED (WRAP-UP) INSURANCE PROGRAMS. Please see that provision for the definition of consolidated (wrap-up) insurance program. B. Participation In Current Professional Joint Ventures The following is added to WHO IS AN INSURED: The Named Insured is also an Insured for participation in a current joint venture that is not named on the Declarations, but only if such joint venture meets all of the following criteria: a. Each and every one of the Named lnsured's co-venturers are architectural, engineering or surveying firms only; and b. There is no other valid and collectible insurance purchased specifically to insure the joint venture. However, the Named Insured is an Insured only for the conduct of such Named lnsured's business within such a joint venture. The Named Insured is not insured for liability arising out of the acts or omissions of other co- venturers, nor of their partners, members or employees. C. WHO IS AN INSURED is amended to delete its last paragraph and replace it with the following: Except as provided under this Architects, Engineers And Surveyors General Liability Extension Endorsement or by the attachment of another endorsement (if any), no person or organization is an Insured with respect to the conduct of any current or past partnership, joint venture or limited liability company that is not shown as a Named Insured in the Declarations. CNA74858XX (1-15) Page 11 of 18 Nat'l Fire Ins Co of Hartford Insured Name: KITTELSON & ASSOCIATES, INC. Policy No: 8035524851 Endorsement No: 12 Effective Date: 01/01/2026 Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its permission. CNA CNA PARAMOUNT Architects, Engineers and Surveyors General Liability Extension Endorsement 15. LEGAL LIABILITY -DAMAGE TO PREMISES / ALIENATED PREMISES / PROPERTY IN THE NAMED INSURED'S CARE, CUSTODY OR CONTROL A. Under COVERAGES, Coverage A -Bodily Injury and Property Damage Liability, the paragraph entitled Exclusions is amended to delete exclusion j. Damage to Property in its entirety and replace it with the following: This insurance does not apply to: j. Damage to Property Property damage to: (1) Property the Named Insured owns, rents, or occupies, including any costs or expenses incurred by you, or any other person, organization or entity, for repair, replacement, enhancement, restoration or maintenance of such property for any reason, including prevention of injury to a person or damage to another's property; (2) Premises the Named Insured sells, gives away or abandons, if the property damage arises out of any part of those premises; (3) Property loaned to the Named Insured; (4) Personal property in the care, custody or control of the Insured; (5) That particular part of real property on which the Named Insured or any contractors or subcontractors working directly or indirectly on the Named lnsured's behalf are performing operations, if the property damage arises out of those operations; or (6) That particular part of any property that must be restored, repaired or replaced because your work was incorrectly performed on it. Paragraphs (1), (3) and (4) of this exclusion do not apply to property damage (other than damage by fire) to premises rented to the Named Insured or temporarily occupied by the Named Insured with the permission of the owner, nor to the contents of premises rented to the Named Insured for a period of 7 or fewer consecutive days. A separate limit of insurance applies to Damage To Premises Rented To You as described in LIMITS OF INSURANCE. Paragraph (2) of this exclusion does not apply if the premises are your work. Paragraphs (3), (4), (5) and (6) of this exclusion do not apply to liability assumed under a sidetrack agreement. Paragraph (6) of this exclusion does not apply to property damage included in the products-completed operations hazard. Paragraphs (3) and (4) of this exclusion do not apply to property damage to: i. tools, or equipment the Named Insured borrows from others, nor ii. other personal property of others in the Named lnsured's care, custody or control while being used in the Named lnsured's operations away from any Named lnsured's premises. However, the coverage granted by this exception to Paragraphs (3) and (4) does not apply to: a. property at a job site awaiting or during such property's installation, fabrication, or erection; b. property that is mobile equipment leased by an Insured; CNA74858XX (1-15) Page 12 of 18 Nat'l Fire Ins Co of Hartford Insured Name: KITTELSON & ASSOCIATES, INC. Policy No: 8035524851 Endorsement No: 12 Effective Date: 01/01/2026 Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its permission. iiiiiiii !!!!!!!!!!!!!!! --!!!!!!!!!!!!!!! --iiiiiiii CNA CNA PARAMOUNT Architects, Engineers and Surveyors General Liability Extension Endorsement c. property that is an auto, aircraft or watercraft; d. property in transit; or e. any portion of property damage for which the Insured has available other valid and collectible insurance, or would have such insurance but for exhaustion of its limits, or but for application of one of its exclusions. A separate limit of insurance and deductible apply to such property of others. See LIMITS OF INSURANCE as amended below. B. Under COVERAGES, Coverage A -Bodily Injury and Property Damage Liability, the paragraph entitled Exclusions is amended to delete its last paragraph and replace it with the following: Exclusions c. through n. do not apply to damage by fire to premises while rented to a Named Insured or temporarily occupied by a Named Insured with permission of the owner, nor to damage to the contents of premises rented to a Named Insured for a period of 7 or fewer consecutive days. A separate limit of insurance applies to this coverage as described in LIMITS OF INSURANCE. C. The following paragraph is added to LIMITS OF INSURANCE: Subject to 5. above, $25,000 is the most the Insurer will pay under Coverage A for damages arising out of any one occurrence because of the sum of all property damage to borrowed tools or equipment, and to other personal property of others in the Named lnsured's care, custody or control, while being used in the Named lnsured's operations away from any Named lnsured's premises. The Insurer's obligation to pay such property damage does not apply until the amount of such property damage exceeds $1,000. The Insurer has the right but not the duty to pay any portion of this $1,000 in order to effect settlement. If the Insurer exercises that right, the Named Insured will promptly reimburse the Insurer for any such amount. D. Paragraph 6., Damage To Premises Rented To You Limit, of LIMITS OF INSURANCE is deleted and replaced by the following: 6. Subject to Paragraph 5. above, (the Each Occurrence Limit), the Damage To Premises Rented To You Limit is the most the Insurer will pay under Coverage A for damages because of property damage to any one premises while rented to the Named Insured or temporarily occupied by the Named Insured with the permission of the owner, including contents of such premises rented to the Named Insured for a period of 7 or fewer consecutive days. The Damage To Premises Rented To You Limit is the greater of: a. $500,000; or b. The Damage To Premises Rented To You Limit shown in the Declarations. E. Paragraph 4.b.(1)(a)(ii) of the Other Insurance Condition is deleted and replaced by the following: (ii) That is property insurance for premises rented to the Named Insured, for premises temporarily occupied by the Named Insured with the permission of the owner; or for personal property of others in the Named lnsured's care, custody or control; 16. LIQUOR LIABILITY Under COVERAGES, Coverage A -Bodily Injury and Property Damage Liability, the paragraph entitled Exclusions is amended to delete the exclusion entitled Liquor Liability. This LIQUOR LIABILITY Provision does not apply to any person or organization who otherwise qualifies as an additional insured on this Coverage Part. CNA74858XX (1-15) Page 13 of 18 Nat'l Fire Ins Co of Hartford Insured Name: KITTELSON & ASSOCIATES, INC. Policy No: 8035524851 Endorsement No: 12 Effective Date: 01/01/2026 Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its permission. CNA CNA PARAMOUNT Architects, Engineers and Surveyors General Liability Extension Endorsement 17. MEDICAL PAYMENTS A. LIMITS OF INSURANCE is amended to delete Paragraph 7. (the Medical Expense Limit) and replace it with the following: 7. Subject to Paragraph 5. above (the Each Occurrence Limit), the Medical Expense Limit is the most the Insurer will pay under Coverage C for all medical expenses because of bodily injury sustained by any one person. The Medical Expense Limit is the greater of: (1) $15,000 unless a different amount is shown here: $N,NNN,NNN,NNN; or (2) the amount shown in the Declarations for Medical Expense Limit. B. Under COVERAGES, the Insuring Agreement of Coverage C -Medical Payments is amended to replace Paragraph 1.a.(3)(b) with the following: (b) The expenses are incurred and reported to the Insurer within three years of the date of the accident; and 18. NON-OWNED AIRCRAFT Under COVERAGES, Coverage A -Bodily Injury and Property Damage Liability, the paragraph entitled Exclusions is amended as follows: The exclusion entitled Aircraft, Auto or Watercraft is amended to add the following: This exclusion does not apply to an aircraft not owned by any Named Insured, provided that: 1. the pilot in command holds a currently effective certificate issued by the duly constituted authority of the United States of America or Canada, designating that person as a commercial or airline transport pilot; 2. the aircraft is rented with a trained, paid crew to the Named Insured; and 3. the aircraft is not being used to carry persons or property for a charge. 19. NON-OWNED WATERCRAFT Under COVERAGES, Coverage A -Bodily Injury and Property Damage Liability, the paragraph entitled Exclusions is amended to delete subparagraph (2) of the exclusion entitled Aircraft, Auto or Watercraft, and replace it with the following. This exclusion does not apply to: (2) a watercraft that is not owned by any Named Insured, provided the watercraft is: (a) less than 75 feet long; and (b) not being used to carry persons or property for a charge. 20. PERSONAL AND ADVERTISING INJURY -DISCRIMINATION OR HUMILIATION A. Under DEFINITIONS, the definition of personal and advertising injury is amended to add the following tort: Discrimination or humiliation that results in injury to the feelings or reputation of a natural person. B. Under COVERAGES, Coverage B -Personal and Advertising Injury Liability, the paragraph entitled Exclusions is amended to: 1. delete the Exclusion entitled Knowing Violation Of Rights Of Another and replace it with the following: CNA74858XX (1-15) Page 14 of 18 Nat'l Fire Ins Co of Hartford Insured Name: KITTELSON & ASSOCIATES, INC. Policy No: 8035524851 Endorsement No: 12 Effective Date: 01/01/2026 Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its permission. iiiiiiii iiiiiiii -!!!!!!!!!!!!!!! --iiiiiiii CNA CNA PARAMOUNT Architects, Engineers and Surveyors General Liability Extension Endorsement This insurance does not apply to: Knowing Violation of Rights of Another Personal and advertising injury caused by or at the direction of the Insured with the knowledge that the act would violate the rights of another and would inflict personal and advertising injury. This exclusion shall not apply to discrimination or humiliation that results in injury to the feelings or reputation of a natural person, but only if such discrimination or humiliation is not done intentionally by or at the direction of: (a) the Named Insured; or (b) any executive officer, director, stockholder, partner, member or manager (if the Named Insured is a limited liability company) of the Named Insured. 2. add the following exclusions: This insurance does not apply to: Employment Related Discrimination discrimination or humiliation directly or indirectly related to the employment, prospective employment, past employment or termination of employment of any person by any Insured. Premises Related Discrimination discrimination or humiliation arising out of the sale, rental, lease or sub-lease or prospective sale, rental, lease or sub-lease of any room, dwelling or premises by or at the direction of any Insured. Notwithstanding the above, there is no coverage for fines or penalties levied or imposed by a governmental entity because of discrimination. The coverage provided by this PERSONAL AND ADVERTISING INJURY -DISCRIMINATION OR HUMILIATION Provision does not apply to any person or organization whose status as an Insured derives solely from Provision 1. ADDITIONAL INSURED of this endorsement; or attachment of an additional insured endorsement to this Coverage Part. 21. PERSONAL AND ADVERTISING INJURY -CONTRACTUAL LIABILITY A. Under COVERAGES, Coverage B -Personal and Advertising Injury Liability, the paragraph entitled Exclusions is amended to delete the exclusion entitled Contractual Liability. B. Solely for the purpose of the coverage provided by this PERSONAL AND ADVERTISING INJURY -LIMITED CONTRACTUAL LIABILITY provision, the following changes are made to the section entitled SUPPLEMENTARY PAYMENTS -COVERAGES A AND B: 1. Paragraph 2.d. is replaced by the following: d. The allegations in the suit and the information the Insurer knows about the offense alleged in such suit are such that no conflict appears to exist between the interests of the Insured and the interests of the indemnitee; 2. The first unnumbered paragraph beneath Paragraph 2.f.(2)(b) is deleted and replaced by the following: So long as the above conditions are met, attorney's fees incurred by the Insurer in the defense of that indemnitee, necessary litigation expenses incurred by the Insurer, and necessary litigation expenses incurred CNA74858XX (1-15) Page 15 of 18 Nat'l Fire Ins Co of Hartford Insured Name: KITTELSON & ASSOCIATES, INC. Policy No: 8035524851 Endorsement No: 12 Effective Date: 01/01/2026 Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its permission. CNA CNA PARAMOUNT Architects, Engineers and Surveyors General Liability Extension Endorsement by the indemnitee at the Insurer's request will be paid as defense costs. Such payments will not be deemed to be damages for personal and advertising injury and will not reduce the limits of insurance. C. This PERSONAL AND ADVERTISING INJURY -LIMITED CONTRACTUAL LIABILITY Provision does not apply if Coverage B -Personal and Advertising Injury Liability is excluded by another endorsement attached to this Coverage Part. This PERSONAL AND ADVERTISING INJURY -CONTRACTUAL LIABILITY Provision does not apply to any person or organization who otherwise qualifies as an additional insured on this Coverage Part. 22. PROPERTY DAMAGE -ELEVATORS A. Under COVERAGES, Coverage A -Bodily Injury and Property Damage Liability, the paragraph entitled Exclusions is amended such that the Damage to Your Product Exclusion and subparagraphs (3), (4) and (6) of the Damage to Property Exclusion do not apply to property damage that results from the use of elevators. B. Solely for the purpose of the coverage provided by this PROPERTY DAMAGE -ELEVATORS Provision, the Other Insurance conditions is amended to add the following paragraph: This insurance is excess over any of the other insurance, whether primary, excess, contingent or on any other basis that is Property insurance covering property of others damaged from the use of elevators. 23. RETIRED PARTNERS, MEMBERS, DIRECTORS AND EMPLOYEES WHO IS INSURED is amended to include as Insureds natural persons who are retired partners, members, directors or employees, but only for bodily injury, property damage or personal and advertising injury that results from services performed for the Named Insured under the Named lnsured's direct supervision. All limitations that apply to employees and volunteer workers also apply to anyone qualifying as an Insured under this Provision. 24. SUPPLEMENTARY PAYMENTS The section entitled SUPPLEMENTARY PAYMENTS-COVERAGES A AND Bis amended as follows: A. Paragraph 1.b. is amended to delete the $250 limit shown for the cost of bail bonds and replace it with a $5,000. limit; and B. Paragraph 1.d. is amended to delete the limit of $250 shown for daily loss of earnings and replace it with a $1,000. limit. 25. UNINTENTIONAL FAILURE TO DISCLOSE HAZARDS If the Named Insured unintentionally fails to disclose all existing hazards at the inception date of the Named lnsured's Coverage Part, the Insurer will not deny coverage under this Coverage Part because of such failure. 26. WAIVER OF SUBROGATION -BLANKET Under CONDITIONS, the condition entitled Transfer Of Rights Of Recovery Against Others To Us is amended to add the following: The Insurer waives any right of recovery the Insurer may have against any person or organization because of payments the Insurer makes for injury or damage arising out of: 1. the Named lnsured's ongoing operations; or 2. your work included in the products-completed operations hazard. However, this waiver applies only when the Named Insured has agreed in writing to waive such rights of recovery in a written contract or written agreement, and only if such contract or agreement: CNA74858XX (1-15) Page 16 of 18 Nat'l Fire Ins Co of Hartford Insured Name: KITTELSON & ASSOCIATES, INC. Policy No: 8035524851 Endorsement No: 12 Effective Date: 01/01/2026 Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its permission. iiiiiiii --!!!!!!!!!!!!!!! --iiiiiiii CNA CNA PARAMOUNT Architects, Engineers and Surveyors General Liability Extension Endorsement 1. is in effect or becomes effective during the term of this Coverage Part; and 2. was executed prior to the bodily injury, property damage or personal and advertising injury giving rise to the claim. 27. WRAP-UP EXTENSION: OCIP, CCIP, OR CONSOLIDATED (WRAP-UP) INSURANCE PROGRAMS Note: The following provision does not apply to any public construction project in the state of Oklahoma, nor to any construction project in the state of Alaska, that is not permitted to be insured under a consolidated (wrap-up) insurance program by applicable state statute or regulation. If the endorsement EXCLUSION -CONSTRUCTION WRAP-UP is attached to this policy, or another exclusionary endorsement pertaining to Owner Controlled Insurance Programs (O.C.I.P.) or Contractor Controlled Insurance Programs (C.C.I.P.) is attached, then the following changes apply: A. The following wording is added to the above-referenced endorsement: With respect to a consolidated (wrap-up) insurance program project in which the Named Insured is or was involved, this exclusion does not apply to those sums the Named Insured become legally obligated to pay as damages because of: 1. Bodily injury, property damage, or personal or advertising injury that occurs during the Named lnsured's ongoing operations at the project, or during such operations of anyone acting on the Named lnsured's behalf; nor 2. Bodily injury or property damage included within the products-completed operations hazard that arises out of those portions of the project that are not residential structures. B. Condition 4. Other Insurance is amended to add the following subparagraph 4.b.(1)(c): This insurance is excess over: (c) Any of the other insurance whether primary, excess, contingent or any other basis that is insurance available to the Named Insured as a result of the Named Insured being a participant in a consolidated (wrap-up) insurance program, but only as respects the Named lnsured's involvement in that consolidated (wrap-up) insurance program. C. DEFINITIONS is amended to add the following definitions: Consolidated (wrap-up) insurance program means a construction, erection or demolition project for which the prime contractor/project manager or owner of the construction project has secured general liability insurance covering some or all of the contractors or subcontractors involved in the project, such as an Owner Controlled Insurance Program (O.C.I.P.) or Contractor Controlled Insurance Program (C.C.I.P.). Residential structure means any structure where 30% or more of the square foot area is used or is intended to be used for human residency, including but not limited to: 1. single or multifamily housing, apartments, condominiums, townhouses, co-operatives or planned unit developments; and 2. the common areas and structures appurtenant to the structures in paragraph 1. (including pools, hot tubs, detached garages, guest houses or any similar structures). However, when there is no individual ownership of units, residential structure does not include military housing, college/university housing or dormitories, long term care facilities, hotels or motels. Residential structure also does not include hospitals or prisons. CNA74858XX (1-15) Page 17 of 18 Nat'l Fire Ins Co of Hartford Insured Name: KITTELSON & ASSOCIATES, INC. Policy No: 8035524851 Endorsement No: 12 Effective Date: 01/01/2026 Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its permission. CNA CNA PARAMOUNT Architects, Engineers and Surveyors General Liability Extension Endorsement This WRAP-UP EXTENSION: OCIP, CCIP, OR CONSOLIDATED (WRAP-UP) INSURANCE PROGRAMS Provision does not apply to any person or organization who otherwise qualifies as an additional insured on this Coverage Part. All other terms and conditions of the Policy remain unchanged. This endorsement, which forms a part of and is for attachment to the Policy issued by the designated Insurers, takes effect on the effective date of said Policy at the hour stated in said Policy, unless another effective date is shown below, and expires concurrently with said Policy. CNA74858XX (1-15) Page 18 of 18 Nat'l Fire Ins Co of Hartford Insured Name: KITTELSON & ASSOCIATES, INC. Policy No: 8035524851 Endorsement No: 12 Effective Date: 01/01/2026 Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its permission. iiiiiiii iiiiiiii -!!!!!!!!!!!!!!! --iiiiiiii CNA CNA PARAMOUNT General Aggregate Limit -Per Location Endorsement This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART It is understood and agreed as follows: I. For each single location, a separate Location General Aggregate Limit, equal to the amount of the General Aggregate Limit shown in the Declarations, is the most the Insurer will pay for the sum of: A. all damages under Coverage A, except damages because of bodily injury or property damage included in the products-completed operations hazard; and B. all medical expenses under Coverage C; that arise from occurrences or accidents which can be attributed solely to ongoing operations at that location. Such payments shall not reduce the General Aggregate Limit shown in the Declarations, nor the Location General Aggregate Limit applicable to any other location. II. All: 1. damages under Coverage B, regardless of the number of locations or projects involved; 2. damages under Coverage A, caused by occurrences which cannot be attributed solely to ongoing operations at a single location, except damages because of bodily injury or property damage included in the products- completed operations hazard; and 3. medical expenses under Coverage C caused by accidents which cannot be attributed solely to ongoing operations at a particular location, will reduce the General Aggregate Limit shown in the Declarations. Ill. The limits shown in the Declarations for Each Occurrence, for Damage To Premises Rented To You and for Medical Expense continue to apply, but will be subject to either the Location General Aggregate Limit or the General Aggregate Limit shown in the Declarations, depending on whether the occurrence can be attributed solely to ongoing operations at a single location. IV. When coverage for liability arising out of the products-completed operations hazard is provided, any payments for damages because of bodily injury or property damage included in the products-completed operations hazard will reduce the Products-Completed Operations Aggregate Limit shown in the Declarations, regardless of the number of locations involved. V. For the purposes of this endorsement, the following Definition is added: Location means premises owned by or rented to the Named Insured involving the same or connecting lots, or premises whose connection is interrupted only by a street, roadway, waterway or right-of-way of a railroad. Location does not mean any operation or project away from premises owned by or rented to the Named Insured. VI. The provisions of LIMITS OF INSURANCE not otherwise modified by this endorsement shall continue to apply as stipulated. All other terms and conditions of the Policy remain unchanged. This endorsement, which forms a part of and is for attachment to the Policy issued by the designated Insurers, takes effect on the effective date of said Policy at the hour stated in said Policy, unless another effective date is shown below, and expires concurrently with said Policy. CNA75059XX (1-15) Policy No: 8035524851 Page 1 of 1 Endorsement No: 13 Nat'l Fire Ins Co of Hartford Effective Date: 01/01/2026 Insured Name: KITTELSON & ASSOCIATES, INC. Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its permission. iiiiiiii -!!!!!!!!!!!!!!! --iiiiiiii CNA CNA PARAMOUNT Blanket Additional Insured -Owners, Lessees or Contractors - with Products-Completed Operations Coverage Endorsement This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART It is understood and agreed as follows: I. WHO IS AN INSURED is amended to include as an Insured any person or organization whom you are required by written contract to add as an additional insured on this Coverage Part, 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: A. In the performance of your ongoing operations subject to such written contract; or B. In the performance of your work subject to such written contract, but only with respect to bodily injury or property damage included in the products-completed operations hazard, and only if: 1. The written contract requires you to provide the additional insured such coverage; and 2. This Coverage Part provides such coverage; and C. Subject always to the terms and conditions of this policy, including the limits of insurance, the Insurer will not provide such additional insured with: 1. Coverage broader than what you are required to provide by the written contract; or 2. A higher limit of insurance than what you are required to provide by the written contract. Any coverage granted by this Paragraph I. shall apply solely to the extent permissible by law. II. If the written contract requires additional insured coverage under the 07-04 edition of CG201 O or CG2037, then paragraph I. above is deleted in its entirety and replaced by the following: WHO IS AN INSURED is amended to include as an Insured any person or organization whom you are required by written contract to add as an additional insured on this Coverage Part, 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: A. In the performance of your ongoing operations subject to such written contract; or B. In the performance of your work subject to such written contract, but only with respect to bodily injury or property damage included in the products-completed operations hazard, and only if: 1. The written contract requires you to provide the additional insured such coverage; and 2. This Coverage Part provides such coverage. Ill. But if the written contract requires: A. Additional insured coverage under the 11-85 edition, 10-93 edition, or 10-01 edition of CG2010, or under the 10- 01 edition of CG2037; or B. Additional insured coverage with "arising out of" language; then paragraph I. above is deleted in its entirety and replaced by the following: WHO IS AN INSURED is amended to include as an Insured any person or organization whom you are required by written contract to add as an additional insured on this Coverage Part, but only with respect to liability for bodily injury, property damage or personal and advertising injury arising out of your work that is subject to such written contract. CNA75079XX (3-22) Page 1 of 3 Nat'l Fire Ins Co of Hartford Insured Name: KITTELSON & ASSOCIATES, INC. Copyright CNA All Rights Reserved. Policy No: 8035524851 Endorsement No: 15 Effective Date: 01/01/2026 CNA CNA PARAMOUNT Blanket Additional Insured -Owners, Lessees or Contractors - with Products-Completed Operations Coverage Endorsement IV. But if the written contract requires additional insured coverage to the greatest extent permissible by law, then paragraph I. above is deleted in its entirety and replaced by the following: WHO IS AN INSURED is amended to include as an Insured any person or organization whom you are required by written contract to add as an additional insured on this Coverage Part, but only with respect to liability for bodily injury, property damage or personal and advertising injury arising out of your work that is subject to such written contract. V. The insurance granted by this endorsement to the additional insured does not apply to bodily injury, property damage, or personal and advertising injury arising out of: A. The rendering of, or the failure to render, any professional architectural, engineering, or surveying services, including: 1. The preparing, approving, or failing to prepare or approve maps, shop drawings, opinions, reports, surveys, field orders, change orders or drawings and specifications; and 2. Supervisory, inspection, architectural or engineering activities; or B. Any premises or work for which the additional insured is specifically listed as an additional insured on another endorsement attached to this Coverage Part. VI. Under COMMERCIAL GENERAL LIABILITY CONDITIONS, the Condition entitled Other Insurance is amended to add the following, which supersedes any provision to the contrary in this Condition or elsewhere in this Coverage Part: Primary and Noncontributory Insurance With respect to other insurance available to the additional insured under which the additional insured is a named insured, this insurance is primary to and will not seek contribution from such other insurance, provided that a written contract requires the insurance provided by this policy to be: 1. Primary and non-contributing with other insurance available to the additional insured; or 2. Primary and to not seek contribution from any other insurance available to the additional insured. But except as specified above, this insurance will be excess of all other insurance available to the additional insured. VII. Solely with respect to the insurance granted by this endorsement, the section entitled COMMERCIAL GENERAL LIABILITY CONDITIONS is amended as follows: The Condition entitled Duties In The Event of Occurrence, Offense, Claim or Suit is amended with the addition of the following: Any additional insured pursuant to this endorsement will as soon as practicable: 1. Give the Insurer written notice of any claim, or any occurrence or offense which may result in a claim; 2. Send the Insurer copies of all legal papers received, and otherwise cooperate with the Insurer in the investigation, defense, or settlement of the claim; and 3. Make available any other insurance, and endeavor to tender the defense and indemnity of any claim to any other insurer or self-insurer, whose policy or program applies to a loss that the Insurer covers under this coverage part. However, if the written contract requires this insurance to be primary and non-contributory, this paragraph 3. does not apply to other insurance under which the additional insured is a named insured. The Insurer has no duty to defend or indemnify an additional insured under this endorsement until the Insurer receives written notice of a claim from the additional insured. CNA75079XX (3-22) Page 2 of 3 Nat'l Fire Ins Co of Hartford Insured Name: KITTELSON & ASSOCIATES, INC. Copyright CNA All Rights Reserved. Policy No: 8035524851 Endorsement No: 15 Effective Date: 01/01/2026 iiiiiiii --!!!!!!!!!!!!!!! --iiiiiiii CNA CNA PARAMOUNT Blanket Additional Insured -Owners, Lessees or Contractors - with Products-Completed Operations Coverage Endorsement VIII. Solely with respect to the insurance granted by this endorsement, the section entitled DEFINITIONS is amended to add the following definition: Written contract means a written contract or written agreement that requires you to make a person or organization an additional insured on this Coverage Part, provided the contract or agreement: A. Was executed prior to: 1. The bodily injury or property damage; or 2. The offense that caused the personal and advertising injury; for which the additional insured seeks coverage; and B. Is still in effect at the time of the bodily injury or property damage occurrence or personal and advertising injury offense. All other terms and conditions of the Policy remain unchanged. This endorsement, which forms a part of and is for attachment to the Policy issued by the designated Insurers, takes effect on the effective date of said Policy at the hour stated in said Policy, unless another effective date is shown below, and expires concurrently with said Policy. CNA75079XX (3-22) Page 3 of 3 Nat'l Fire Ins Co of Hartford Insured Name: KITTELSON & ASSOCIATES, INC. Copyright CNA All Rights Reserved. Policy No: 8035524851 Endorsement No: 15 Effective Date: 01/01/2026 CNA Workers Compensation And Employers Liability Insurance Policy Endorsement II WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT I We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us. This agreement shall not operate directly or indirectly to benefit anyone not named in the Schedule. Any person or organization for which the employer has agreed by written contract, executed prior to loss, may execute a waiver of subrogation. However, for purposes of work performed by the employer in Missouri, this waiver of subrogation does not apply to any construction group of classifications as designated by the waiver of right to recover from others (subrogation) rule in our manual. Schedule Any Person or Organization on whose behalf you are required to obtain this waiver of our right to recover from under a written contract or agreement. The premium charge for the endorsement is reflected in the Schedule of Operations. All other terms and conditions of the policy remain unchanged. This endorsement, which forms a part of and is for attachment to the policy issued by the designated Insurers, takes effect on the Policy Effective Date of said policy at the hour stated in said policy, unless another effective date (the Endorsement Effective Date) is shown below, and expires concurrently with said policy unless another expiration date is shown below. Form No: WC 00 03 13 (04-1984) Endorsement Effective Date: Endorsement Expiration Date: Endorsement No: 8; Page: 1 of 1 Underwriting Company: The Continental Insurance Company, 151 N Franklin St, Chicago, IL 60606 Copyright 1983 National Council on Compensation Insurance. Policy No: WC 8 35524865 Policy Effective Date: 01/01/2026 Policy Page: 75 of 100 CNA Workers Compensation And Employers Liability Insurance Policy Endorsement II TEXAS WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT I This endorsement applies only to the insurance provided by the policy because Texas is shown in Item 3.A. of the Information Page. 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, but this waiver applies only with respect to bodily injury arising out of the operations described in the Schedule where you are required by a written contract to obtain this waiver from us. This endorsement shall not operate directly or indirectly to benefit anyone not named in the Schedule. The premium for this endorsement is shown in the Schedule. Schedule 1 . D Specific Waiver Name of person or organization 1K] Blanket Waiver Any person or organization for whom the Named Insured has agreed by written contract to furnish this waiver. 2. Operations: All Texas Operations 3. Premium: The premium charge for this endorsement shall be 2% percent of the premium developed on payroll in connection with work performed for the above person(s) or organization(s) arising out of the operations described. 4. Advance Premium: Refer to Schedule of Operations All other terms and conditions of the policy remain unchanged. This endorsement, which forms a part of and is for attachment to the policy issued by the designated Insurers, takes effect on the Policy Effective Date of said policy at the hour stated in said policy, unless another effective date (the Endorsement Effective Date) is shown below, and expires concurrently with said policy unless another expiration date is shown below. Form No: WC 42 03 04 B (06-2014) Endorsement Effective Date: Endorsement Expiration Date: Endorsement No: 77; Page: 1 of 1 Underwriting Company: The Continental Insurance Company, 151 N Franklin St, Chicago, IL 60606 Policy No: WC 8 35524865 Policy Effective Date: 01/01/2026 Policy Page: 99 of 1 00 ~ Copyright 2014 National Council on Compensation Insurance, Inc. All Rights Reserved. CNA Workers Compensation And Employers Liability Insurance Policy Endorsement II UTAH WAIVER OF SUBROGATION ENDORSEMENT I This endorsement applies only to the insurance provided by the policy because Utah is shown in Item 3.A. of the Information Page. We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) This agreement shall not operate directly or indirectly to benefit anyone not named in the Schedule. Our waiver of rights does not release your employees' rights against third parties and does not release our authority as trustee of claims against third parties. Schedule Any Person or Organization on whose behalf you are required to obtain this waiver of our right to recover from under a written contract or agreement. All other terms and conditions of the policy remain unchanged. This endorsement, which forms a part of and is for attachment to the policy issued by the designated Insurers, takes effect on the Policy Effective Date of said policy at the hour stated in said policy, unless another effective date (the Endorsement Effective Date) is shown below, and expires concurrently with said policy unless another expiration date is shown below. Form No: WC 43 03 05 (07-2000) Endorsement Effective Date: Endorsement Expiration Date: Endorsement No: 78; Page: 1 of 1 Underwriting Company: The Continental Insurance Company, 151 N Franklin St, Chicago, IL 60606 e> Copyright 2000 National Council on Compensation Insurance, Inc. Policy No: WC 8 35524865 Policy Effective Date: 01/01/2026 Policy Page: 100 of 1 00