HomeMy WebLinkAboutCatholic Charities Diocese of San Diego; 2026-06-23; PSA27-004HMLPage 1 City Attorney Approved Version 5/30/2025
AGREEMENT FOR ADDITIONAL SHELTER SERVICES
CATHOLIC CHARITIES DIOCESE OF SAN DIEGO
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 Catholic Charities Diocese of San Diego, a California Nonprofit Public Benefit
Corporation, ("Contractor").
RECITALS
A.City requires the professional services of an organization that is experienced in providing
shelter services for people experiencing homelessness at the La Posada de Guadalupe homeless shelter
located in the City of Carlsbad, including the operation and management of expanded shelter capacity to
increase the number of individuals served above the existing 50-bed baseline.
B.Contractor has the necessary experience in providing shelter services and advice required
for this Agreement.
C.Contractor 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.STATEMENT OF WORK
City retains Contractor to perform, and Contractor agrees to render, those services ("Services") that are
defined in attached Exhibit "A," which is incorporated by this reference in accordance with this
Agreement’s terms and conditions.
2.STANDARD OF PERFORMANCE
While performing the Services, Contractor will exercise the reasonable professional care and skill
customarily exercised by reputable members of Contractor's profession practicing in the Metropolitan
Southern California area and will use reasonable diligence and best judgment while exercising its
professional skill and expertise.
3.TERM
The term of this Agreement will be effective for a period of two (2) yeas from the date first above written.
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 eighty thousand dollars ($180,000). No other compensation for the Services will be allowed
except for items covered by subsequent amendments to this Agreement. 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."
Incremental payments, if applicable, should be made as outlined in attached Exhibit "A."
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6. STATUS OF CONTRACTOR
Contractor will perform the Services in Contractor's own way as an independent contractor and in pursuit
of Contractor's independent calling, and not as an employee of City. Contractor will be under the control
of City only as to the result to be accomplished, but will consult with City as necessary. The persons used
by Contractor to provide services under this Agreement will not be considered employees of City for any
purposes.
The payment made to Contractor pursuant to this Agreement will be the full and complete compensation
to which Contractor is entitled. City will not make any federal or state tax withholdings on behalf of
Contractor or its agents, employees or subcontractors. City will not be required to pay any workers'
compensation insurance or unemployment contributions on behalf of Contractor or its employees or
subcontractors. Contractor agrees to indemnify City within thirty (30) days for any tax, retirement
contribution, social security, overtime payment, unemployment payment or workers' compensation
payment which City may be required to make on behalf of Contractor or any agent, employee, or
subcontractor of Contractor for work done under this Agreement. At City’s election, City may deduct the
indemnification amount from any balance owing to Contractor.
7. SUBCONTRACTING
Contractor will not subcontract any portion of the Services without prior written approval of City. If
Contractor subcontracts any of the Services, Contractor will be fully responsible to City for the acts and
omissions of Contractor's subcontractor and of the persons either directly or indirectly employed by the
subcontractor, as Contractor is for the acts and omissions of persons directly employed by Contractor.
Nothing contained in this Agreement will create any contractual relationship between any subcontractor
of Contractor and City. Contractor will be responsible for payment of subcontractors. Contractor will bind
every subcontractor and every subcontractor of a subcontractor by the terms of this Agreement
applicable to Contractor's work unless specifically noted to the contrary in the subcontract and approved
in writing by City.
8. OTHER CONTRACTORS
City reserves the right to employ other Contractors in connection with the Services.
9. INDEMNIFICATION
Contractor agrees to defend (with counsel approved by City), indemnify, and hold harmless the City and
its officers, elected and appointed officials, employees and volunteers from and against all claims,
damages, losses and expenses including attorneys fees arising out of the performance of the work
described in this Agreement caused by any negligence, recklessness, or willful misconduct of Contractor,
any subcontractor, anyone directly or indirectly employed by any of them or anyone for whose acts any
of them may be liable.
If Contractor’s obligation to defend, indemnify, and/or hold harmless arises out of Contractor’s
performance as a “design professional” (as that term is defined under California Civil Code Section
2782.8), then, and only to the extent required by California Civil Code Section 2782.8, which is fully
incorporated in this Agreement, Contractor’s indemnification obligation shall be limited to claims that
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.
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The parties expressly agree that any payment, attorneys fee, costs or expense City incurs or makes to or
on behalf of an injured employee under City’s self-administered workers’ compensation program is
included as a loss, expense or cost for the purposes of this section, and that this section will survive the
expiration or early termination of this Agreement.
10. INSURANCE
Contractor will obtain and maintain for the duration of the Agreement and any and all amendments,
insurance against claims for injuries to persons or damage to property which may arise out of or in
connection with performance of the services by Contractor or Contractor’s agents, representatives,
employees or subcontractors. The insurance will be obtained from an insurance carrier admitted and
authorized to do business in the State of California. The insurance carrier is required to have a current
Best's Key Rating of not less than "A-:VII"; OR with a surplus line insurer on the State of California’s List of
Approved Surplus Line Insurers (LASLI) with a rating in the latest Best’s Key Rating Guide of at least “A:X”; OR an alien non-admitted insurer listed by the National Association of Insurance Commissioners (NAIC)
latest quarterly listings report.
10.1 Coverages and Limits. Contractor will maintain the types of coverages and minimum limits indicated below, unless Risk Manager or City Manager approves a lower amount. These minimum amounts of coverage will not constitute any limitations or cap on Contractor's indemnification obligations
under this Agreement. City, its officers, agents and employees make no representation that the limits of the insurance specified to be carried by Contractor pursuant to this Agreement are adequate to protect Contractor. If Contractor believes that any required insurance coverage is inadequate, Contractor will obtain such additional insurance coverage, as Contractor deems adequate, at Contractor's sole expense.
The full limits available to the named insured shall also be available and applicable to City as an additional insured.
10.1.1 Commercial General Liability (CGL) Insurance. Insurance written on an “occurrence” basis,
including personal and advertising injury, with limits no less than $2,000,000 per occurrence. If a general
aggregate limit applies, either the general aggregate limit shall apply separately to this project/location
or the general aggregate limit shall be twice the required occurrence limit.
10.1.2 Automobile Liability. (if the use of an automobile is involved for Contractor's work for
City). $2,000,000 combined single-limit per accident for bodily injury and property damage.
10.1.3 Workers' Compensation and Employer's Liability. Workers' Compensation limits as
required by the California Labor Code. Workers' Compensation will not be required if Contractor has no
employees and provides, to City's satisfaction, a declaration stating this.
10.1.4 Professional Liability. Errors and omissions liability appropriate to Contractor’s profession
with limits of not less than $1,000,000 per claim. Coverage must be maintained for a period of five years
following the date of completion of the work.
10.2 Additional Provisions. Contractor will ensure that the policies of insurance required under this
Agreement contain, or are endorsed to contain, the following provisions:
10.2.1 City will be named as an additional insured on Commercial General Liability which shall
provide primary coverage to City.
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10.2.2 Contractor will obtain occurrence coverage, excluding Professional Liability, which will be
written as claims-made coverage.
10.2.3 If Contractor maintains higher limits than the minimums shown above, City requires and
will be entitled to coverage for the higher limits maintained by Contractor. Any available insurance
proceeds in excess of the specified minimum limits of insurance and coverage will be available to City.
10.2.4 This insurance will be in force during the life of the Agreement and any extensions of it
and will not be canceled without thirty (30) days prior written notice to City sent by certified mail pursuant
to the Notice provisions of this Agreement.
10.3 Providing Certificates of Insurance and Endorsements. Prior to City's execution of this Agreement,
Contractor will furnish certificates of insurance and endorsements to City.
10.4 Failure to Maintain Coverage. If Contractor fails to maintain any of these insurance coverages,
then City will have the option to declare Contractor in breach, or may purchase replacement insurance or
pay the premiums that are due on existing policies in order to maintain the required coverages. Contractor
is responsible for any payments made by City to obtain or maintain insurance and City may collect these
payments from Contractor or deduct the amount paid from any sums due Contractor under this
Agreement.
10.5 Submission of Insurance Policies. City reserves the right to require, at any time, complete and
certified copies of any or all required insurance policies and endorsements.
11. BUSINESS LICENSE
Contractor will obtain and maintain a City of Carlsbad Business License for the term of the Agreement, as
may be amended from time-to-time.
12. ACCOUNTING RECORDS
Contractor will maintain complete and accurate records with respect to costs incurred under this
Agreement. All records will be clearly identifiable. Contractor will allow a representative of City during
normal business hours to examine, audit, and make transcripts or copies of records and any other
documents created pursuant to this Agreement. Contractor will allow inspection of all work, data,
documents, proceedings, and activities related to the Agreement for a period of four (4) years from the
date of final payment under this Agreement.
13. OWNERSHIP OF DOCUMENTS
All work product produced by Contractor or its agents, employees, and subcontractors pursuant to this
Agreement is the property of City. In the event this Agreement is terminated, all work product produced
by Contractor or its agents, employees and subcontractors pursuant to this Agreement will be delivered
at once to City. Contractor will have the right to make one (1) copy of the work product for Contractor’s
records.
14. COPYRIGHTS
Contractor agrees that all copyrights that arise from the services will be vested in City and Contractor
relinquishes all claims to the copyrights in favor of City.
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15. NOTICES
The name of the persons who are authorized to give written notice or to receive written notice on behalf
of City and on behalf of Contractor under this Agreement are:
Each party will notify the other immediately of any changes of address that would require any notice or
delivery to be directed to another address.
16. CONFLICT OF INTEREST
Contractor shall file a Conflict-of-Interest Statement with the City Clerk in accordance with the
requirements of the City of Carlsbad Conflict of Interest Code. Contractor shall report investments or
interests as required in the City of Carlsbad Conflict of Interest Code.
Yes ☐ No ☐
If yes, list the contact information below for all individuals required to file:
Name Email Phone Number
17. GENERAL COMPLIANCE WITH LAWS
Contractor will keep fully informed of federal, state and local laws and ordinances and regulations which
in any manner affect those employed by Contractor, or in any way affect the performance of the Services
by Contractor. Contractor will at all times observe and comply with these laws, ordinances, and
regulations and will be responsible for the compliance of Contractor's services with all applicable laws,
ordinances and regulations.
Contractor will be aware of the requirements of the Immigration Reform and Control Act of 1986 and will
comply with those requirements, including, but not limited to, verifying the eligibility for employment of
all agents, employees, subcontractors and consultants whose services are required by this Agreement.
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18. 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.
19. DISCRIMINATION, HARASSMENT, AND RETALIATION PROHIBITED
Contractor will comply with all applicable local, state and federal laws and regulations prohibiting
discrimination, harassment, and retaliation.
20. DISPUTE RESOLUTION
If a dispute should arise regarding the performance of the Services the following procedure will be used
to resolve any questions of fact or interpretation not otherwise settled by agreement between the parties.
Representatives of Contractor or City will reduce such questions, and their respective views, to writing. A
copy of such documented dispute will be forwarded to both parties involved along with recommended
methods of resolution, which would be of benefit to both parties. The representative receiving the letter
will reply to the letter along with a recommended method of resolution within ten (10) business days. If
the resolution thus obtained is unsatisfactory to the aggrieved party, a letter outlining the disputes will
be forwarded to the City Manager. The City Manager will consider the facts and solutions recommended
by each party and may then opt to direct a solution to the problem. In such cases, the action of the City
Manager will be binding upon the parties involved, although nothing in this procedure will prohibit the
parties from seeking remedies available to them at law.
21. 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.
22. 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
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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.
23. CLAIMS AND LAWSUITS
By signing this Agreement, Contractor agrees that any Agreement claim submitted to City must be
asserted as part of the Agreement process as set forth in this Agreement and not in anticipation of
litigation or in conjunction with litigation. Contractor acknowledges that if a false claim is submitted to
City, it may be considered fraud and Contractor may be subject to criminal prosecution. Contractor
acknowledges that California Government Code Sections 12650 et seq., the False Claims Act applies to
this Agreement and, provides for civil penalties where a person knowingly submits a false claim to a public
entity. These provisions include false claims made with deliberate ignorance of the false information or in
reckless disregard of the truth or falsity of information. If City seeks to recover penalties pursuant to the
False Claims Act, it is entitled to recover its litigation costs, including attorneys fees. Contractor
acknowledges that the filing of a false claim may subject Contractor to an administrative debarment
proceeding as the result of which Contractor may be prevented to act as a Contractor on any public work
or improvement for a period of up to five (5) years. Contractor acknowledges debarment by another
jurisdiction is grounds for City to terminate this Agreement.
24. 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.
25. 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.
26. THIRD PARTY RIGHTS
Nothing in this Agreement should be construed to give any rights or benefits to any party other than City
and Contractor.
27. 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.
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28. AUTHORITY
The individuals executing this Agreement and the instruments referenced in it on behalf of Contractor
each represent and warrant that they have the legal power, right and actual authority to bind Contractor
to the terms and conditions of this Agreement.
Executed by Contractor this___________ day of _______________________, 2026.
the State of California
California Nonprofit Public Benefit
SHERRY FREISINGER, City Clerk
APPROVED AS TO FORM:
CINDIE K. McMAHON, City Attorney
BY: _____________________________ C. Dalton Sorich, Assistant City Attorney Exhibits: Exhibit “A”: Statement of Work Exhibit “B”: Budget
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EXHIBIT “A”
STATEMENT OF WORK
Contractor shall provide the following Scope of Services:
A. Services and Approach
The purpose of this Exhibit is to define the scope of services and establish a performance-based
compensation structure to support the expansion of emergency shelter capacity at La Posada de
Guadalupe (“Shelter”) beyond its existing baseline capacity.
B. Baseline and Capacity
1. The Shelter’s current baseline operating capacity has increased to ninety (90) individuals per
night from fifty (50) individuals per night.
2. Only shelter occupancy, of more than 50 individuals per night, shall be eligible for
reimbursement.
3. The baseline of 50 individuals shall remain fixed for the duration of this Agreement,
regardless of normal occupancy fluctuations.
C. Scope
1. Operate emergency shelter services in accordance with:
a. Housing First principles
b. Regional Task Force on Homelessness (RTFH) Community Standards
c. The City of Carlsbad Homeless Action Plan
2. Expand shelter capacity beyond the 50-bed baseline through the provision of:
a. Adequate staffing shall be maintained at all times, including a minimum of two on-site
staff members available 24 hours per day, 7 days per week.
b. Food service support.
c. Case management and supportive services.
3. Ensure that all expanded capacity is operated in a safe, sanitary, and manner compliant with
all applicable laws and regulations.
4. The contractor shall make reasonable efforts to prioritize shelter placement for individuals
experiencing homelessness in the City of Carlsbad.
5. Incrementally increase shelter capacity based on staffing availability and secured funding.
D. Performance-Based Compensation
D.1 General Conditions
Reimbursement under this Agreement shall be contingent upon all of the following:
a. Verified occupancy data documenting eligible bed nights above the 50-bed baseline;
b. Verification of additional funding commitment of at least $180,000;
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c. Maintenance of minimum operational staffing levels necessary to safely operate expanded
shelter capacity, including required shelter support and case management staff;
d. Submission and maintenance of an Emergency Staffing Plan approved by the Director of the
Housing & Homeless Services department;
e. Submission of complete and accurate documentation and reporting requirements;
f. Compliance with all applicable shelter operational requirements under this Agreement; and
g. Successful completion of required shelter inspections and monitoring requirements.
D.2 Reimbursement Structure
a. Contractor shall be reimbursed at a rate of $88.00 per Eligible Bed Night for nightly shelter
occupancy exceeding the established 50-bed baseline.
b. Total compensation under this Agreement shall not exceed $180,000 during the initial
Agreement term.
c. Only bed nights occupied above the 50-bed baseline shall qualify for reimbursement.
d. Exhibit “B” is the Budget summarizing the compensation permitted under this Agreement.
E. PAYMENT TERMS
Payment shall be made on a monthly reimbursement basis, and no advance payments shall be
permitted. Contractor shall maintain required staffing, operational, and documentation
requirements throughout the reimbursement period. Failure to meet applicable requirements
may result in the withholding or denial of reimbursement until the required documentation has
been achieved.
F. INVOICING AND REPORTING
Contractor shall submit monthly invoices in a format acceptable to the City, including
documentation sufficient to verify program compliance and reimbursement eligibility, including
but not limited to daily shelter occupancy records, Homeless Management Information System
(HMIS) reporting data, Eligible Bed Night calculations for occupancy above the 50-bed baseline,
and staffing verification.
G. VERIFICATION AND MONITORING
The City reserves the right to review occupancy records and supporting documentation, conduct
site visits, verify staffing levels, and audit funding documentation to ensure compliance with the
terms of this Agreement. Contractor shall fully cooperate with all monitoring, review, and audit
activities conducted by the City.
H. NON-PERFORMANCE
Failure to comply with applicable staffing, funding, or reporting requirements may result in the
withholding of payment, and/or disallowance of ineligible bed nights for reimbursement
purposes, and/or the early termination of this Agreement.
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I. DEFINITIONS
Eligible Bed Night:
A single overnight stay where total shelter occupancy exceeds 50 individuals.
Committed Funding:
Means new financial resources that have been formally secured and are legally or contractually
available to support increased shelter operations and expanded capacity under this Agreement.
Committed Funding does not include anticipated or pending funding, except as provided below
for Letters of Intent.
Emergency Staffing Plan:
Contractor shall maintain and provide to the City a written Emergency Staffing Plan addressing
shelter operations during periods of high occupancy, staff turnover, staffing shortages, or other
operational disruptions. The plan shall identify measures Contractor will implement to maintain
safe shelter operations and continued service delivery, including the use of temporary or relief
staff, schedule adjustments, cross-trained staff, contracted support services, or management
coverage, as applicable.
J. DOCUMENTATION OF COMMITTED FUNDING
1. Acceptable Documentation
The following forms of documentation shall be considered acceptable for purposes of verifying
Committed Funding: executed grant agreements, final award letters confirming funding
commitments, fully executed contracts or memoranda of understanding (MOUs), restricted or
designated donations supported by written documentation, and board-approved internal
allocations accompanied by supporting financial documentation.
2. Ineligible Funding
The following shall not qualify as Committed Funding for purposes of this Agreement: pending or
submitted grant applications, verbal commitments, fundraising projections or anticipated campaign
revenues, loans or lines of credit that have not been drawn upon or executed, and in-kind
contributions unless otherwise approved in writing by the City.
3. Letters of Intent (LOIs)
Letters of Intent may be submitted as evidence of anticipated funding. No reimbursement shall be
made until funding is fully executed and documented.
4. Timing of Verification
Contractor shall demonstrate the required Committed Funding prior to receiving reimbursement,
maintain supporting funding documentation throughout the term of the Agreement, and notify the
City within thirty (30) days of any material change affecting the status or availability of such
funding.
5. City Determination
The City shall have sole discretion to determine whether submitted documentation satisfies
Committed Funding requirements.
6. Certification
Contractor shall certify that all funding documentation provided is true, accurate, and available for
the intended purposes described herein.
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K. General
1. Implement a mutually agreed upon process with City’s Housing & Homeless Services
Department to prioritize people experiencing homelessness in the City of Carlsbad for La Posada
shelter placements.
2. Contractor shall maintain a written grievance procedure, including a formal process for
Participants to provide feedback and to resolve conflicts experienced within the shelter
program, that is clearly posted and visible to Participants.
3. Contractor shall comply with the requirements of the Drug-Free Workplace Act of 1990 (Gov.
Code, Section 8350 et seq.) and have a drug-free workplace by taking the following actions:
3.1 Publish a statement notifying employees that unlawful manufacture, distribution, dispensation,
possession, or use of a controlled substance is prohibited and specifying actions to be taken
against employees for violations, as required by Government Code Section 8355, subdivision
(a)(1).
3.2 Establish a Drug-Free Awareness Program, as required by Government Code Section 8355,
subdivision (a)(2) to inform employees about all the following:
a. The dangers of drug abuse in the workplace
b. Contractor’s policy of maintaining a drug-free workplace
c. Any available counseling, rehabilitation, and employee assistance program
d. Penalties that may be imposed upon employees for drug abuse violations
3.3 Provide, as required by Government Code Section 8355, subdivision (a)(3), that every employee
that works under this Agreement:
i. Will receive a copy of Contractor’s drug-free policy statement, and
ii. Will agree to abide by the terms of the drug-free policy as a condition of employment.
4. Contractor shall comply with all routine monitoring and program audits as requested by City.
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EXHIBIT B
BUDGET
Activity Per Bed Night Total Amount
Total $88.00 $180,000
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Certificate Holder
Company Affording Coverage
confers no rights upon the holder of this certificate. This certificate
does not amend, extend or alter the coverage afforded below.
indicated, notwithstanding any requirement, term or condition of any contract or other document with respect to which this certificate may be issued or may pertain, the coverage afforded described herein is subject to all the terms, exclusions and
conditions of such coverage. Limits shown may have been reduced by paid claims.
Type of Coverage Certificate Number Coverage Effective Date Coverage Expiration Date
Other
D.General Liability
Excess Liability
before the expiration date thereof, the issuing company will endeavor to mail ________ days written notice to the holder of
certificate named to the left, but failure to mail such notice shall impose no obligation or liability of any kind upon the company,
its agents or representatives.
Authorized Representative
Property
Occurrence
Real & Personal Property
Each Occurrence
Each Occurrence
General Aggregate
Products-Comp/OP Agg
Personal & Adv Injury
Each Occurrence
Fire Damage (Any one fire)
Med Exp (Any one person)
Claims Made
Covered Location
Certificate of Coverage Date:
Coverages
Cancellationof CertificateHolder
Annual Aggregrate
Limit/Coverage
Claims Made
Annual Aggregrate
Description of Operations/Locations/Vehicles/Special Items (the following language supersedes any other language in this endorsement or the Certificate in
conflict with this language)
6/9/2025
The Roman Catholic Bishop of San Diego,
A Corporation Sole
Pastoral Center
P.O. Box 85728
San Diego, CA 92186
Catholic Charities of San Diego
3888 Paducah Drive
San Diego, CA 92117
THE CATHOLIC MUTUAL RELIEF
SOCIETY OF AMERICA
10843 OLD MILL RD
OMAHA, NE 68154
8585 7/1/2025 7/1/2026
8585 7/1/2025 7/1/2026
2,000,000
2,000,000
8
Coverage extends only for claims directly arising out of the Catholic Charities agreement with the City of Carlsbad for CDBG funds to
operate the La Posada de Guadalupe Homeless Shelter, located at 2478 Impala Drive, Carlsbad, CA 92010, for the period of July 1, 2025
through June 30, 2026. Coverage does not extend for the failure of the City of Carlsbad to maintain its properties or for any unsupervised
activities. The City of Carlsbad, 1200 Carlsbad Village Drive, Carlsbad, Ca. 92008, and the California Department of Housing &
Community Development, 2020 W. El Camino Avenue, Suite 400, Sacramento, CA 95833, are named as additional protected person(s),
except as it pertains to their own negligence.
Additional Protected Person(s)
30City of Carlsbad, its officers, employees and agents
1200 Carlsbad Village Drive
Carlsbad, CA 92008
0168010384
Docusign Envelope ID: 39800154-9A9A-4DB0-8057-EE8F97F3EDC0Docusign Envelope ID: A0CDBA3D-EF7B-8CE5-8333-E704A681A56E
PKS-122C(10-23) THE CATHOLIC MUTUAL RELIEF SOCIETY OF AMERICA
ENDORSEMENT
(TO BE ATTACHED TO CERTIFICATE)
Effective Date of Endorsement Charge Credit
Cancellation Date of Endorsement
Certificate Holder
Location
Certificate No. of The Catholic Mutual Relief Society of America is amended as follows:
SECTION II - ADDITIONAL PROTECTED PERSON(S)
It is understood and agreed that Section II - Liability (only with respect to Coverage D - General
Liability), is amended to include as an Additional Protected Person(s) the organization(s) shown in
the schedule below.
Schedule - ADDITIONAL PROTECTED PERSON(S)
Remarks:
However, the following limitations apply to coverage:
1.The maximum limits of coverage provided by
Catholic Mutual Relief Society of America to
the Additional Protected Person(s) named
in this endorsement shall not exceed the
coverage dollar amount specifically required
by contract or agreement and agreed to by the
Protected Person(s). In the absence of
specific coverage limits within a referenced
contract or agreement, the limits of liability
afforded to the Additional Protected
Person(s) must be listed on a separate
Certificate of Coverage form attached to this
endorsement. All limits of liability extended by
this endorsement are inclusive of both Section II
Coverage D and Section VII coverages (if
applicable).
2.Unless specifically agreed to by contract or
agreement, the coverage extended to the
Additional Protected Person(s) by this
endorsement is excess and non-contributory
over any other available coverage or
insurance.
3.This endorsement does not apply to any
Occurrence outside the specific date(s) of a
facility use agreement or terms of a lease.
4.This endorsement does not extend coverage to
the Additional Protected Person(s) for
Occurrences which cannot be attributed to
primary acts or omissions of the Protected
Person(s).
5.Provided that a premises is utilized by the
Protected Person(s) in a manner consistent with
its intended purpose and in accordance with the
applicable contract, agreement, or lease, this
endorsement does not extend coverage to the
Additional Protected Person(s) for premises
defects or other Occurrences which could not be
discovered by the Protected Person(s) with
reasonable diligence.
6.The limited coverage afforded to the Additional
Protected Person(s) by this endorsement only
applies to the extent permissible by law and shall
not apply to non-delegable duties unless
specifically agreed to by contract or agreement.
This extension of coverage shall not enlarge the scope of coverage provided to the Certificate Holder
under this Certificate nor increase the limit of liability thereunder. Unless otherwise agreed by contract
or agreement, coverage extended under this endorsement to the Additional Protected Person(s) will
not precede the effective date of this endorsement or extend beyond the cancellation date.
6/30/2026
Catholic Charities of San Diego 3888 Paducah Drive San Diego, CA 92117
8585
Coverage extends only for claims directly arising out of the Catholic Charities agreement with the City of Carlsbad for CDBG funds to operate the La
Posada de Guadalupe Homeless Shelter, located at 2478 Impala Drive, Carlsbad, CA 92010, for the period of July 1, 2025 through June 30, 2026.
Coverage does not extend for the failure of the City of Carlsbad to maintain its properties or for any unsupervised activities. The City of Carlsbad, 1200
Carlsbad Village Drive, Carlsbad, Ca. 92008, and the California Department of Housing & Community Development, 2020 W. El Camino Avenue, Suite
400, Sacramento, CA 95833, are named as additional protected person(s), except as it pertains to their own negligence.
The Roman Catholic Bishop of San Diego, A Corporation Sole Pastoral Center P.O. Box 85728 San Diego, CA 92186
7/1/2025
City of Carlsbad, its officers, employees and agents
1200 Carlsbad Village Drive
Carlsbad, CA 92008
Docusign Envelope ID: 39800154-9A9A-4DB0-8057-EE8F97F3EDC0Docusign Envelope ID: A0CDBA3D-EF7B-8CE5-8333-E704A681A56E