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HomeMy WebLinkAboutHunsaker & Associates San Diego Inc; 2026-08-03;City Attorney Approved 10/23/2025 Page 1 AGREEMENT FOR ENGINEERING PLANCHECK SERVICES HUNSAKER & ASSOCIATES SAN DIEGO, 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 Hunsaker & Associates San Diego, Inc., a California corporation, ("Contractor"). RECITALS A.City requires the professional services of an engineering consultant that is experienced in engineering plancheck services. B.Contractor has the necessary experience in providing professional services and advice related to engineering plancheck services. C.City issued Request for Proposal No. 26-08 (RFP 26-08), to which Contractor responded by submitting a proposal and affirming its willingness and ability to perform the work described therein in accordance with the requirements of the RFP. NOW, THEREFORE, in consideration of these recitals and the mutual covenants contained in this Agreement, City and Contractor agree as follows: 1.SCOPE OF WORK City retains Contractor to perform, and Contractor agrees to render, those services ("Services") that are defined in attached Exhibit "A," which is incorporated by this reference in accordance with this Agreement’s terms and conditions. 2.STANDARD OF PERFORMANCE While performing the Services, Contractor will exercise the reasonable professional care and skill customarily exercised by reputable members of Contractor's profession practicing in the Metropolitan Southern California area and will use reasonable diligence and best judgment while exercising its professional skill and expertise. 3.TERM The term of this Agreement will be effective for a maximum period of five (5) years from the date first above written with no extensions. 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 ninety thousand dollars ($90,000) per Agreement year. 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 ninety thousand dollars ($90,000) 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." Incremental payments, if applicable, should be made as outlined in attached Exhibit "A." Docusign Envelope ID: 91594F80-A3C4-8463-829C-17A694F46DF1 3rd August City Attorney Approved 10/23/2025 Page 2 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." 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 Docusign Envelope ID: 91594F80-A3C4-8463-829C-17A694F46DF1 City Attorney Approved 10/23/2025 Page 3 arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of Contractor, and, upon Contractor obtaining a final adjudication by a court of competent jurisdiction. Contractor’s liability for such claim, including the cost to defend, shall not exceed Contractor’s proportionate percentage of fault. The parties expressly agree that any payment, attorneys fee, costs or expense City incurs or makes to or on behalf of an injured employee under City’s self-administered workers’ compensation program is included as a loss, expense or cost for the purposes of this section, and that this section will survive the expiration or early termination of this Agreement. 10.INSURANCE Contractor will obtain and maintain for the duration of the Agreement and any and all amendments, insurance against claims for injuries to persons or damage to property which may arise out of or in connection with performance of the services by Contractor or Contractor’s agents, representatives, employees or subcontractors. The insurance will be obtained from an insurance carrier admitted and authorized to do business in the State of California. The insurance carrier is required to have a current Best's Key Rating of not less than "A-:VII"; OR with a surplus line insurer on the State of California’s List of Approved Surplus Line Insurers (LASLI) with a rating in the latest Best’s Key Rating Guide of at least “A:X”; OR an alien non-admitted insurer listed by the National Association of Insurance Commissioners (NAIC) latest quarterly listings report. 10.1 Coverages and Limits. Contractor will maintain the types of coverages and minimum limits indicated below, unless Risk Manager or City Manager approves a lower amount. These minimum amounts of coverage will not constitute any limitations or cap on Contractor's indemnification obligations under this Agreement. City, its officers, agents and employees make no representation that the limits of the insurance specified to be carried by Contractor pursuant to this Agreement are adequate to protect Contractor. If Contractor believes that any required insurance coverage is inadequate, Contractor will obtain such additional insurance coverage, as Contractor deems adequate, at Contractor's sole expense. The full limits available to the named insured shall also be available and applicable to City as an additional insured. 10.1.1 Commercial General Liability (CGL) Insurance. Insurance written on an “occurrence” basis, including personal and advertising injury, with limits no less than $2,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location or the general aggregate limit shall be twice the required occurrence limit. 10.1.2 Automobile Liability. (if the use of an automobile is involved for Contractor's work for City). $2,000,000 combined single-limit per accident for bodily injury and property damage. 10.1.3 Workers' Compensation and Employer's Liability. Workers' Compensation limits as required by the California Labor Code. Workers' Compensation will not be required if Contractor has no employees and provides, to City's satisfaction, a declaration stating this. 10.1.4 Professional Liability. Errors and omissions liability appropriate to Contractor’s profession with limits of not less than $1,000,000 per claim. Coverage must be maintained for a period of five years following the date of completion of the work. Docusign Envelope ID: 91594F80-A3C4-8463-829C-17A694F46DF1 City Attorney Approved 10/23/2025 Page 4 10.2 Additional Provisions. Contractor will ensure that the policies of insurance required under this Agreement contain, or are endorsed to contain, the following provisions: 10.2.1 City will be named as an additional insured on Commercial General Liability which shall provide primary coverage to City. 10.2.2 Contractor will obtain occurrence coverage, excluding Professional Liability, which will be written as claims-made coverage. 10.2.3 If Contractor maintains higher limits than the minimums shown above, City requires and will be entitled to coverage for the higher limits maintained by Contractor. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage will be available to City. 10.2.4 This insurance will be in force during the life of the Agreement and any extensions of it and will not be canceled without thirty (30) days prior written notice to City sent by certified mail pursuant to the Notice provisions of this Agreement. 10.3 Providing Certificates of Insurance and Endorsements. 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. Docusign Envelope ID: 91594F80-A3C4-8463-829C-17A694F46DF1 City Attorney Approved 10/23/2025 Page 5 14.COPYRIGHTS Contractor agrees that all copyrights that arise from the services will be vested in City and Contractor relinquishes all claims to the copyrights in favor of City. 15.NOTICES The name of the persons who are authorized to give written notice or to receive written notice on behalf of City and on behalf of Contractor under this Agreement are: 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. Docusign Envelope ID: 91594F80-A3C4-8463-829C-17A694F46DF1 City Attorney Approved 10/23/2025 Page 6 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. 18.SEVERABILITY If any term or portion of this Agreement is held to be invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions of this Agreement shall continue in full force and effect. 19.CALIFORNIA AIR RESOURCES BOARD (CARB) ADVANCED CLEAN FLEETS REGULATIONS Contractor’s vehicles with a gross vehicle weight rating greater than 8,500 lbs. and light-duty package delivery vehicles operated in California may be subject to the California Air Resources Board (CARB) Advanced Clean Fleets regulations. Such vehicles may therefore be subject to requirements to reduce emissions of air pollutants. For more information, please visit the CARB Advanced Clean Fleets webpage at https://ww2.arb.ca.gov/our-work/programs/advanced-clean-fleets. 20.DISCRIMINATION, HARASSMENT, AND RETALIATION PROHIBITED Contractor will comply with all applicable local, state and federal laws and regulations prohibiting discrimination, harassment, and retaliation. 21.DISPUTE RESOLUTION If a dispute should arise regarding the performance of the Services the following procedure will be used to resolve any questions of fact or interpretation not otherwise settled by agreement between the parties. Representatives of Contractor or City will reduce such questions, and their respective views, to writing. A copy of such documented dispute will be forwarded to both parties involved along with recommended methods of resolution, which would be of benefit to both parties. The representative receiving the letter will reply to the letter along with a recommended method of resolution within ten (10) business days. If the resolution thus obtained is unsatisfactory to the aggrieved party, a letter outlining the disputes will be forwarded to the City Manager. The City Manager will consider the facts and solutions recommended by each party and may then opt to direct a solution to the problem. In such cases, the action of the City Manager will be binding upon the parties involved, although nothing in this procedure will prohibit the parties from seeking remedies available to them at law. 22.TERMINATION In the event of Contractor's failure to prosecute, deliver, or perform the Services, City may terminate this Agreement for nonperformance by notifying Contractor by certified mail of the termination. If City decides to abandon or indefinitely postpone the work or services contemplated by this Agreement, City may terminate this Agreement upon written notice to Contractor. Upon notification of termination, Contractor has five (5) business days to deliver any documents owned by City and all work in progress to City address contained in this Agreement. City will make a determination of fact based upon the work product delivered to City and of the percentage of work that Contractor has performed which is usable and of worth to City in having the Agreement completed. Based upon that finding City will determine the final payment of the Agreement. City may terminate this Agreement by tendering thirty (30) days written notice to Contractor. Contractor may terminate this Agreement by tendering thirty (30) days written notice to City. In the event of termination of this Agreement by either party and upon request of City, Contractor will assemble the work product and put it in order for proper filing and closing and deliver it to City. Contractor will be paid for work performed to the termination date; however, the total will not exceed the lump sum fee payable Docusign Envelope ID: 91594F80-A3C4-8463-829C-17A694F46DF1 City Attorney Approved 10/23/2025 Page 7 under this Agreement. City will make the final determination as to the portions of tasks completed and the compensation to be made. 23.COVENANTS AGAINST CONTINGENT FEES Contractor warrants that Contractor has not employed or retained any company or person, other than a bona fide employee working for Contractor, to solicit or secure this Agreement, and that Contractor has not paid or agreed to pay any company or person, other than a bona fide employee, any fee, commission, percentage, brokerage fee, gift, or any other consideration contingent upon, or resulting from, the award or making of this Agreement. For breach or violation of this warranty, City will have the right to annul this Agreement without liability, or, in its discretion, to deduct from the Agreement price or consideration, or otherwise recover, the full amount of the fee, commission, percentage, brokerage fees, gift, or contingent fee. 24.CLAIMS AND LAWSUITS By signing this Agreement, Contractor agrees that any Agreement claim submitted to City must be asserted as part of the Agreement process as set forth in this Agreement and not in anticipation of litigation or in conjunction with litigation. Contractor acknowledges that if a false claim is submitted to City, it may be considered fraud and Contractor may be subject to criminal prosecution. Contractor acknowledges that California Government Code Sections 12650 et seq., the False Claims Act applies to this Agreement and, provides for civil penalties where a person knowingly submits a false claim to a public entity. These provisions include false claims made with deliberate ignorance of the false information or in reckless disregard of the truth or falsity of information. If City seeks to recover penalties pursuant to the False Claims Act, it is entitled to recover its litigation costs, including attorneys fees. Contractor acknowledges that the filing of a false claim may subject Contractor to an administrative debarment proceeding as the result of which Contractor may be prevented to act as a Contractor on any public work or improvement for a period of up to five (5) years. Contractor acknowledges debarment by another jurisdiction is grounds for City to terminate this Agreement. 25.JURISDICTION AND VENUE This Agreement shall be interpreted in accordance with the laws of the State of California without regard to, or application of, choice of law rules or principles. Any action at law or in equity brought by either of the parties for the purpose of enforcing a right or rights provided for by this Agreement will be tried in a court of competent jurisdiction in the County of San Diego, State of California, and the parties waive all provisions of law providing for a change of venue in these proceedings to any other county. 26.SUCCESSORS AND ASSIGNS It is mutually understood and agreed that this Agreement will be binding upon City and Contractor and their respective successors. Neither this Agreement nor any part of it nor any monies due or to become due under it may be assigned by Contractor without the prior consent of City, which shall not be unreasonably withheld. 27.THIRD PARTY RIGHTS Nothing in this Agreement should be construed to give any rights or benefits to any party other than City and Contractor. 28.ENTIRE AGREEMENT This Agreement, together with any other written document referred to or contemplated by it, along with the purchase order for this Agreement and its provisions, embody the entire Agreement and understanding between the parties relating to the subject matter of it. In case of conflict, the terms of Docusign Envelope ID: 91594F80-A3C4-8463-829C-17A694F46DF1 City Attorney Approved 10/23/2025 Page 8 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. [signatures on the following page] Docusign Envelope ID: 91594F80-A3C4-8463-829C-17A694F46DF1 City Attorney Approved 10/23/2025 Page 9 29.AUTHORITY The individuals executing this Agreement and the instruments referenced in it on behalf of Contractor each represent and warrant that they have the legal power, right and actual authority to bind Contractor to the terms and conditions of this Agreement. Executed by Contractor this _______ day of ______________, 2026. HUNSAKER & ASSOCIATES SAN DIEGO, INC., a California corporation CITY OF CARLSBAD, a municipal corporation of the State of California By: By: (sign here) Sheila Cobian Assistant City Manager Alisa Vialpando – CEO, CFO, & President (print name and title) ATTEST: By: SHERRY FREISINGER, City Clerk APPROVED AS TO FORM: CINDIE K. McMAHON, City Attorney 7/23/2026 July23 7/23/2026 Docusign Envelope ID: 91594F80-A3C4-8463-829C-17A694F46DF1 7/30/2026 8/3/2026 8/3/2026 Page 10 1.CONTRACTOR'S OBLIGATIONS The contractor shall provide qualified professional engineering and land surveying plancheck services in accordance with the City of Carlsbad Engineering Review Manual, latest edition. All work shall also conform to the City of Carlsbad Engineering Standards, latest edition, which shall serve as a separate and controlling document governing design and construction requirements. In the event of a conflict, the more restrictive requirement, as determined by the Engineering Manager, shall apply. All services shall be performed in accordance with the prevailing professional standard of care and in full compliance with all applicable federal, state, and local laws, regulations, and codes, including but not limited to the Carlsbad Municipal Code, California Building Code, Subdivision Map Act, and applicable stormwater and environmental regulations. The contractor shall be responsible for identifying and applying all such requirements in the performance of plancheck services. The contractor shall furnish all personnel, facilities, equipment, and standard engineering reference materials necessary to provide the services required herein. The City of Carlsbad utilizes Tyler Technologies’ Enterprise Permitting and Licensing (EPL) software system for land management, permitting, and code compliance, and has fully implemented digital plan submittal and review processes. The contractor shall perform all plancheck services within the City’s digital environment and shall be responsible for accurately entering, tracking, and maintaining all required plancheck in EPL in accordance with City procedures. All plan reviews shall be conducted electronically using Bluebeam software. The contractor shall provide and maintain, at its own expense, all necessary software licenses (including Bluebeam) and hardware required to perform digital plan review. The city currently utilizes its SharePoint site for the upload, download, and management of project submittals and review documents. The contractor shall properly use the City’s SharePoint system in accordance with established procedures. The contractor shall comply with all current and future City digital review processes and platforms, including but not limited to the potential implementation of Bluebeam Sessions or other integrated review tools within EPL. The contractor shall be responsible for adapting to such changes without additional compensation and in accordance with City direction. EXHIBIT A SCOPE OF SERVICES AND FEES TO BE PAID Docusign Envelope ID: 91594F80-A3C4-8463-829C-17A694F46DF1 Page 11 A.CHECKING IMPROVEMENT PLANS: Contractor shall perform the following work for each project: 1.Review submittal for completeness. 2.Examine record plans, tour the site in the field, and become familiar with general concept as proposed by the project applicant for access, drainage, sewer and water facilities to the site relative to compatibility with existing conditions. 3.Determine if the plans are in conformance with the applicable conditions of approval and the approved tentative map or site plan. 4.Determine if the general format for the plan is in conformance with City of Carlsbad requirements, or modifications thereof. 5.Determine if the plans are in compliance with the latest local, state and federal accessibility requirements. A CASp Certified reviewer shall be available as determined by the city. 6.Check hydrology and hydraulic calculations, and the design of the storm drain system in conformance with the City standards, or modifications thereof. 7.Determine any diversions, concentrations or increases in drainage flow, and any potential for damage to off-site property resulting from such drainage. If so, ensure project mitigates such diversions, concentrations, or increases in drainage flow. Check for adequate capacity of inlets, curbs, brow ditches and down drains. 8.Determine requirements for easements necessary to encompass, access, and maintain the facility and whether they have been obtained before plan approval. 9.Determine if any work is proposed that requires a temporary construction or slope easement necessary to construct the improvements. Easements must be obtained prior to plan approval. 10.Check adequacy and availability of sewer and water services and the respective pipe sizing when requested. Coordinate with sewer and water agencies to ensure plan consistency. All agency approvals must be obtained prior to City approval. 11.Check sight distances, horizontal radius, and vertical curves on streets. Coordinate sight distance requirements with landscape plans. 12.Determine that the plans, as submitted, are in conformance with the latest version of the Carlsbad Municipal Code, the City of Carlsbad Engineering Standards, Carlsbad Municipal Water District Standards, and other applicable standards used by the city. 13.Determine if the plans meet overall technical conformance and adherence to good design practice. 14.Determine that the striping, signing, traffic signals, and all other traffic control equipment are shown on the plans in conformance with the Carlsbad Municipal Code, City of Carlsbad Engineering Standards, and other applicable codes and standards used by the city and in coordination with the city traffic engineer. 15.Determine that traffic signals, intersection control, detour, phasing, and all other sequence plans are shown on the plans in conformance with the Carlsbad Municipal Code, City of Carlsbad Engineering Standards, and other applicable codes and standards used by the city. 16.Determine that the improvement plans are in conformance with the approved grading plan and final map, if applicable to the project. A copy of the grading plan and final map will be furnished with the improvement plans. The city may elect to check the grading plan and final map or include these planchecks within the contractor's responsibilities. 17.Determine that street medians, if required, are shown on the plans in conformance with the Carlsbad Municipal Code, City of Carlsbad Engineering Standards, City of Carlsbad Landscape Manual, and other applicable codes and standards used by the city. 18.Determine the accuracy of the quantity calculations, list of quantities, and contingencies between the engineer's cost estimate and the plans relative to current city-adopted unit prices. Docusign Envelope ID: 91594F80-A3C4-8463-829C-17A694F46DF1 Page 12 19.Provide the city with a completed checklist and written certification that the plans are complete and accurate, and are in conformance with applicable city codes, standards, discretionary approvals and written policies, that they are consistent with any grading plans, final map and any other adjacent project-related improvement documents filed at the city. 20.Provide, upon request, technical information for letters, agreements, securities, easement documents and agenda bills with appropriate transmittal information. Submit all plancheck related documents to the city for the project file. 21.Review project against latest State Storm Water Quality Regulations and ensure project is incorporating post-development Best Management Practices (BMP) measures to verify that pollutants of concern are identified and that treatment BMP’s meet numeric sizing criteria pursuant to Order R9- 2015-0100, or latest version. Review and require project Storm Water Management Plans (SWQMP), when required per Order R9-2015-0100. 22.Ensure appropriate Storm Water Pollution Prevention Plans (SWPPP’s) are submitted in accordance with City Stormwater Standards (i.e.: Tier 1, Tier 2, Tier 3). Ensure Tier 3 SWPPP’s satisfy State Regional Water Quality Control Board regulations, latest version. Ensure that project SWPPP’s identify the construction BMP’s to be implemented during the course of the project. Utilize checklists, prepared by the California Regional Water Quality Control Board or CASQA templates to verify content and organization of SWPPP’s. 23.Review Homeowner/Property Owner Association’s Covenants, Conditions, & Restrictions for appropriate clauses that cover maintenance of applicable private improvements. 24.Prior to submitting the first plancheck comments to the city, perform field visit. Take digital photos of site boundaries, appurtenances and other relevant features. Submit photos to city’s project engineer. 25.During the submittal of the first plancheck comments, meet with city’s project engineer. Submit plancheck, photos, checklist, and a project report. The city’s project engineer may waive the meeting on small planchecks. 26.Subsequent planchecks require a checklist along with the plancheck red lines and written comments. The checklist is to be developed by the planchecker unless the city issues a city checklist. The checklist is to have a significant amount of items specific to the plancheck being performed, including the Conditions of Approval. The city approved planchecker is to initial each line item of the checklist to verify that the item has been reviewed. If the item is not relevant, then the planchecker is to initial the item and place a N/A as “not applicable.” 27.The planchecker is to coordinate with the appropriate city department regarding issues relevant to that particular department. 28.Check the basis of bearings (NAD 83) is tied to the City Carlsbad’s Survey Control Network as shown on R.O.S. No. 17271 and the vertical control is based on NGVD 29 datum. B.CHECKING GRADING AND EROSION CONTROL PLANS: Contractor shall perform the following: 1.Examine record plans, tour the site in the field, become familiar with the general concept as proposed by the project applicant relative to compatibility with existing conditions. 2.Determine if the plans are in conformance with the applicable conditions of approval and the approved tentative map. 3.Determine if the plans meet overall technical conformance and adherence to good design practice. 4.Determine if the general format for the plan is in conformance with City of Carlsbad requirements. 5.Compare the grading plan with the recommendations in the soils report provided and check that the specifications and details in the soils report are included in the plans. Make recommendations on necessity for additional soils review and review any such additional soils reports that are submitted. 6.Compare the grading plan with the grading shown on any and all discretionary approvals and the conditions thereto applied by the appropriate city body. Docusign Envelope ID: 91594F80-A3C4-8463-829C-17A694F46DF1 Page 13 7.Compare the grading plan with the improvement plans for the project. 8.Compare the grading plan with the approved environmental information. 9.Check for the following technical items: a.Setback from property line; b.Identification of property and easement lines; c.Amounts noted for excavation, fill, import, export, remedial (cubic yards); d.Cut slope and fill slope inclination ratios; e.Existing contours; f.Final grades shown by contours and spot elevations; g.Location of cut and placement of fill (cut-fill transitions), daylight and limit lines shown on the plan); h.Typical lot drainage; i.Typical berm or swale at the top of the fill or slope; j.Typical brow ditch; k.Terrace drains; l.Percent of grade of streets and driveway, length of vertical curves; and m.Horizontal and vertical site distance cross-checked with improvement plans; n.Verify compliance with city ordinances, standards, policies and resolutions that apply to the subject plans. o.Good engineering practice. p.Permanent post-construction site design, source control and treatment control BMP’s have been proposed and are consistent with the approved SWQMP, if applicable. q.Review project for compliance with California’s statewide General National Pollution Discharge Elimination System (NPDES) Permit for Storm Water Discharges Associated with Construction Activities. If applicable, ensure that a Notice of Intent has been filed with Regional Water Quality Control Board and that a response letter with an assigned Waste Discharge Identification (WDID) Number has been assigned, is current and that the WDID number is included on the grading plan title sheet. 10.Check hydrology and hydraulic calculations, and the design of the drainage system for conformance with city standards, or modifications thereof. 11.Determine any diversion, concentrations or increases in drainage flow, and any potential for damage to off-site property resulting from such drainage. Check for adequate capacity of inlets, curbs, brow ditches, and down drains. 12.Check for non-erosive velocities at point of discharge or adequate energy dissipation. 13.Review erosion control plans and check for conformance with the SWPPP, California BMP Handbook, Municipal Code, and California Regional Board requirements. 14.Check landscape plans for conformance to the grading plans and for conformance with intersection sight corridors and corner cut-offs. Verify large trees are not proposed over proposed public facilities. 15.Provide the city with a completed checklist and a written certification that the plans and reports are complete and technically correct, and are in conformance with applicable city codes, standards, and written policies and that they are consistent with any improvement plans, final map, and other adjacent project-related improvement documents furnished by the city. 16.Provide, upon request, technical information for letters, agreements, securities, easement documents and agenda bill with appropriate transmittal information. Submit all plancheck related documents to the city for the project file. 17.Review project against latest State Storm Water Quality Regulations and ensure project is incorporating post-development BMP measures to verify that pollutants of concern are identified and that treatment BMP’s meet numeric sizing criteria pursuant to Order R9-2015-0100, or latest version. Review and Docusign Envelope ID: 91594F80-A3C4-8463-829C-17A694F46DF1 Page 14 require project Storm Water Quality Management Plans (SWQMP), when required per Order R9-2015- 0100. 18.Review Storm Water Pollution Prevention Plans (SWPPP’s), when required per State Regional Water Quality Control Board regulations, latest version. Ensure that project’s SWPPP identify the construction BMPs to be implemented during the course of the project. Utilize checklists, prepared by the California Regional Water Quality Control Board, to verify content and organization of SWPPP’s. 19.Determine the accuracy of the quantity calculations, the list of quantities, and the engineer's cost estimate relative to current adopted unit prices. 20.Review Homeowner’s/Property Owner’s Association CC&R’s for appropriate clauses that cover maintenance of applicable private improvements and permanent post-construction BMP’s. 21.Review HOA/POA CC&R’s for appropriate clauses that cover maintenance of applicable private improvements. 22.Prior to submitting the first plancheck comments to the city, perform field visit. Take digital photos of site boundaries, appurtenances and other relevant features. Submit photos with a photo log to city’s project engineer. 23.During the submittal of the first plancheck comments, meet with city’s project engineer at the city. Submit plancheck, photos, photo log and checklist in a project report. The project report is to include any issues of concern. 24.Subsequent planchecks require a checklist along with the plancheck red lines and written comments. The checklist is to be developed by the planchecker unless the city issues a city checklist. The checklist is to have a significant number of items specific to the plancheck being performed, including the Conditions of Approval. The city approved planchecker is to initial each line item of the checklist to verify that the item has been reviewed. If the item is not relevant, then the contractor planchecker is to initial the item and place a N/A as “not applicable.” 25.The planchecker is to coordinate with the appropriate city department regarding issues relevant to that particular department. 26.Review retaining walls, verify correct regional standard drawing is called out and all parameters are appropriate. For non-standard walls, review input and output parameters on calculations for conformance to soils report, site conditions, and city standards. 27.Check the basis of bearings (NAD 83) is tied to the City Carlsbad’s Survey Control Network as shown on R.O.S. No. 17271 and the vertical control is based on NGVD 29 datum. C.CHECKING FINAL MAPS AND PARCEL MAPS Contractor shall perform the following; 1.Review submittal for completeness. 2.Determine that the map is in conformance with applicable conditions of approval and the approved tentative map or tentative parcel map. 3.Check that the format is in compliance with the City of Carlsbad Municipal Code Title 20, and County Map Processing Manual, latest version, and the city final map title sheet template. 4.Check Title Report and Subdivision Guarantee and verify that all easements are noted on the map, the legal description conforms to the map, and all parties required to sign the map have done so. 5.Check traverse closure for lots, blocks, boundaries and easements for acceptable closure. 6.Check all easements to which the lots are subject, including use and reference if already of record. 7.Check legal descriptions and plats for any off-site easements; check ownership against title reports and prepare deed in conformance with city format. 8.Determine that the title sheet and/or Procedure of Survey sheet includes basis of bearings (NAD 83 ties), number of lots, acreage of the subdivision, soils report note, and monumentation notes. 9.Determine that the following certificates and acknowledgments appear on the title sheet: a.Owner's Certificate signed and acknowledged by all parties having record title interests, Docusign Envelope ID: 91594F80-A3C4-8463-829C-17A694F46DF1 Page 15 including dedications and offers of dedication; b.Engineer's or Surveyor's Statement; c.City Engineer's Statement of Approval; d.City Clerk's Certificate of Approval by City Council and Acceptance of Offer of Dedication; and e.Such other affidavits, certificates, acknowledgements, endorsements, and notarial seals as required by the Subdivision Map Act and the Carlsbad Municipal Code. f.Signature omission statement 10.Determine that map is in conformance with provisions of Land Surveyor's Act, the Subdivision Map Act, applicable California Civil Code, and any and all discretionary approvals and the conditions thereto applied by the appropriate city body. Professional Land Surveyor of responsible charge of the map review shall sign and stamp the map attesting that the map is technically correct in accordance with the Subdivision Map Act, latest edition. 11.Provide the city with a completed checklist and a written certification that the map is complete and technically correct and is in conformance with applicable city codes, standards, and written policies; that it is consistent with any improvement plans, grading plans, and any other adjacent project-related improvement documents furnished by the city. 12.Provide, upon request, technical information for letters, agreements, securities, easement documents, and agenda bills. Submit all plancheck related documents to the city for the project file. 13.Check that the basis of bearings for the survey is in NAD 83 coordinates pursuant to the City of Carlsbad Digital Submittal Requirements and County Map Processing Manual. 14.Verify signature authorization against the title sheet of map to verify the signature(s) listed are authorized to bind the company or entity of the owner. 15.Ensure that proper signature authority is provided for fee title interests. 16.Prior to submitting the first plancheck comments to the city, perform field visit. Take digital photos of site boundaries, appurtenances and other relevant features. Submit photos with a photo log to city’s project engineer. 17.During the submittal of the first plancheck comments, meet with city’s project engineer at the city. Submit plancheck, photos, photo log and checklist in a project report. The project report is to include any issues of concern. 18.Subsequent planchecks require a checklist along with the plancheck red lines and written comments. The check list is to be developed by the contractor planchecker unless the city issues a city checklist. The checklist is to have a significant amount of items specific to the plancheck being performed, including the Conditions of Approval. The city approved planchecker is to initial each line item of the checklist to verify that the item has been reviewed. If the item is not relevant, then the planchecker is to initial the item and place a N/A as “not applicable.” 19. The contractor planchecker is to coordinate with the appropriate city department regarding issues relevant to that particular department. D.CHECKING WATER, SEWER AND RECYCLED WATER IMPROVEMENT PLANS 1.Review the submittals for completeness. 2.Examine record plans, tour the site in the field (as necessary), and become familiar with the general concepts as proposed by the project applicant for water, sewer, and reclaimed water facilities for the site. 3.Determine that the water improvement plans are in conformance with the Carlsbad Municipal Water District’s (CMWD's) checklist, the standards for the design and construction of water, sewer, and reclaimed water facilities, and applicable codes. 4.Determine that the plans are in compliance with the conditions of approval, water, sewer and reclaimed water master plans, or other agreements as may apply. 5.Determine requirements for on-site and off-site water and sewer easements and whether they have Docusign Envelope ID: 91594F80-A3C4-8463-829C-17A694F46DF1 Page 16 been obtained/dedicated. 6.Check existing and proposed CMWD easements, to include closure of the traverse, plats, and legal descriptions as necessary. Approved plats and legal descriptions are to be transmitted to CMWD with a current title report for further processing. 7.Determine that the water improvement plans are in conformance with the grading plans and final map, if applicable to the project. 8.Determine the accuracy of the quantity calculations, the list of quantities and the engineer's cost estimate relative to current adopted unit prices. 9.Check the water improvement plans for overall technical conformance and adherence to good design practice. 10.Review plancheck submittals with city staff to discuss significant review comments and/or unresolved issues. 11.Review public potable water distribution and transmission mains, laterals, booster pump stations, and pressure reducing stations designs against Carlsbad Municipal Water District Standards, latest edition or revision thereof. Among other actions, but at minimum, contractor shall review point-of- connection, pipe layout, hydraulic grade line, pressure design, pipe material, critical bends, valves layout, meters, thrust blocks, stationing, cross-connects with recycled water, hydrant locations, blow- off and manual air release locations, automatic air release locations, depth of pipe, vertical conflicts, easements, accessibility, offset from curb, pressure at each lot, meter sizing, meter location, and fire services. Contractor shall coordinate with city for special design considerations. 12.Review public sewer lines and pump station designs against Carlsbad Municipal Water District Standards, latest edition or revision thereof. Among other actions, Contractor shall review point-of- connection, sewer alignment, cleanout locations, access hole placement, depth of sewer, gravity flow, easements, accessibility, sewer laterals, invert elevations, vertical conflicts, and sewer lateral tables. Contractor shall coordinate with city for special design considerations. 13.If applicable, review Homeowner’s/Property owner’s Association CC&R’s for appropriate clauses that cover maintenance of applicable private improvements and permanent post-construction BMP’s. 14.Prior to submitting the first plancheck comments to the city, perform field visit. Take digital photos of site boundaries, appurtenances and other relevant features. Submit photos with a photo log to city’s project engineer. 15.During the submittal of the first plancheck comments, meet with city’s project engineer. Submit plancheck, photos, photo log and checklist in a project report. The project report is to include any issues of concern. 16.Subsequent planchecks require a checklist along with the plancheck red lines and written comments. The checklist is to be developed by the plan checker unless the city issues a city checklist. The checklist is to have a significant amount of items specific to the plancheck being performed, including the Conditions of Approval. The city approved planchecker is to initial each line item of the checklist to verify that the item has been reviewed. If the item is not relevant, then the planchecker is to initial the item and place a N/A as “not applicable.” 17. The planchecker is to coordinate with the appropriate city department regarding issues relevant to that particular department. E.STORM WATER QUALITY MANAGEMENT PLAN (SWQMP) REVIEWS 1.Review SWQMP for compliance with the City of Carlsbad BMP Design Manual. 2.Review existing, anticipated and potential pollutants of concern associated with the development for conformance with in-situ conditions. 3.Review hydrologic unit, subunit and water body nomenclature and EPA Section 303(d) list for impaired water bodies status. Docusign Envelope ID: 91594F80-A3C4-8463-829C-17A694F46DF1 Page 17 4.Verify applicable stormwater standards to review individual priority project categories applicable to priority projects. Verify compliance with required site design, source control and treatment control BMPs. 5.Review adequacy of recommended source control, site design and treatment control Best Management Practices (BMP’s) for applicability to the existing, anticipated, and potential pollutants relative to removal efficiencies and impacts to applicable 303(d) listed waters. 6.Review compliance with Trash Capture requirements. 7.Review adequacy of Low Impact Development design features incorporated into the project as mitigating measures for impacts to storm water quality due to increased volume flow rates, velocities and durations. 8.Revise applicability of hydromodification requirements as they apply to development projects. Ensure adequate hydromodification controls are incorporated into the project as required by the BMP Design Manual. 9.Ensure that all approved post-construction permanent treatment controls BMP and hydromodification facility information is included on the title sheet of the grading plans in standard format. 10.Verify whether flow-based or volume-based numeric sizing requirements are met relative to the proposed design and treatment control BMP(s). 11.Evaluate the rationalization and justification of selected treatment control BMPs relative to other available and more effective BMPs. 12.Review the operation and maintenance procedures for all proposed Low Impact Design (LID), source control and treatment control BMP’s and ensure that all maintenance practices, methods, frequencies and respective responsibilities are well defined through appropriate narrative and details. 13.Secure the recordation of an executed standard Permanent Stormwater Quality Best Management Practice Maintenance Agreement that ensures perpetual maintenance of the BMP’s associated with the project. F.CHECKING GEOTECHNICAL REPORTS (OPTIONAL) Contractor shall perform the following: 1.Review submittal for completeness. 2.Examine record reports and references, tour the site in the field, become familiar with the general concept as proposed by the project applicant relative to compatibility with existing conditions. 3.Determine if the report meets overall technical conformance and adherence to good design practice. 4.Compare the grading plan with the recommendations in the soils report provided and check that the specifications and details in the soils report are included in the plans. 5.Check for the following technical items: a.General/Project Description; b.Field Investigation; c.Lab Testing; d.Earth Materials; e.Seismicity; f.Slope Stability g.Conclusions/Recommendations; h.Geologic Hazards; i. Illustrations; j.References; k.Coastal Bluffs; l.Observation/Testing during construction; m.Verify compliance with city ordinances, standards, policies and resolutions that apply to the Docusign Envelope ID: 91594F80-A3C4-8463-829C-17A694F46DF1 Page 18 subject plans. n.Good engineering practice. 6.Review report and calculations and check for conformance with the Municipal Code and the current California Building Code. 7.Provide the city with a completed checklist and a written certification that the plans and reports are complete and technically correct, and are in conformance with applicable city codes, standards, and written policies and that they are consistent with any improvement plans, final map, and other adjacent project-related improvement documents furnished by the city. 8.Subsequent planchecks require a checklist along with the plancheck red lines and written comments. The checklist is to be developed by the planchecker unless the city issues a city checklist. The checklist is to have a significant amount of items specific to the plancheck being performed. The city approved planchecker is to initial each line item of the checklist to verify that the item has been reviewed. If the item is not relevant, then the contractor planchecker is to initial the item and place a N/A as “not applicable.” 9.Review retaining walls for conformance to soils report, site conditions and details G.ADDITIONAL AND SPECIAL SERVICES The contractor may be requested to perform plancheck or other engineering services that are outside the standard scope of services or not covered by the City’s adopted fee schedule. Such services may include, but are not limited to, review of City capital improvement projects, technical studies, reports, or other specialized assignments. Work performed under this section shall not be subject to the City’s standard fee schedule and shall instead be compensated on a time-and-materials basis (hourly rates) or for a negotiated lump sum fee, as agreed to in writing and approved by the Engineering Manager prior to commencement of work. The City reserves the right to define the scope, schedule, and compensation structure for such services on a case-by-case basis. H.MONTHLY MEETINGS The contractor is to attend monthly plancheck meetings. The meetings will be attended by city staff and other contractors (plancheckers). Issues such as policies, procedures, regulations, standards, and updates will be presented or discussed. The frequency of the meetings may be reduced over time. 2.CITY OBLIGATIONS A.Upon initial receipt of a request for plancheck, the city shall perform a preliminary review of the plans to ensure that complete plan packages per the applicable city submittal checklist are submitted before forwarding them to the contractor. B.Prior or concurrent with forwarding of the plans to the contractor, city staff shall route to each affected department or agency, a complete set of plans and include the following as a minimum: copy of conforming tentative map or other discretionary approval, copies of all applicable resolutions showing the conditions of approval, cost estimate, associated studies, corrected plans and previous check prints (during resubmittal). Upon receipt of comments from affected departments or agency, city staff shall transmit the comments to the contractor. C.City shall provide the contractor with the following documents: 1.A copy of "Title 20: Subdivisions" and "Title 15.16: Grading and Erosion Control" of the Carlsbad Municipal Code, and all revisions as they are adopted. (available online) 2.A copy of the latest edition of the “City of Carlsbad Standards”. (available online) 3.A copy of the latest City of Carlsbad Final Map Title Sheet Template. (available online) 4.A copy of any other written policies, standards, or criteria adopted or used by city applicable to contractor’s planchecking services as described above. Docusign Envelope ID: 91594F80-A3C4-8463-829C-17A694F46DF1 Page 19 D.In addition to prints of the plans to be checked, the city will furnish to the contractor the following; 1.A print of the grading plan, improvement plan, and proposed final map of the project, if applicable. 2.A print of any adjacent improvement plans. (available online) 3.A copy of the conforming tentative map and tentative map conditions and/or any other applicable discretionary approval. E.Collect the necessary fees, securities and deposits required for the project from the applicant. F.Provide contractor with access, use of city project files, data printouts, and conference rooms as appropriate. G.Nothing in this agreement shall be construed to obligate city to provide any work to the contractor. city reserves the right, at its sole discretion, to assign plans for checking to Contractor, to perform planchecks with its own forces, or to assign plans for checking to another consulting firm. H.Before improvement plans are assigned to contractor, city shall review the cost estimate, as prepared by the Engineer-of-Work, and verify the “cost basis” (Basis) for contractor fees. Any items included in the cost estimate that the city decides the contractor should not review can be removed from the Basis at the discretion of the city. City shall add remarks on the plancheck assignment sheet informing Contractor not to review specific portions of the improvement plan. City will reduce the contractor fees accordingly. 3.PROGRESS AND COMPLETION Contractor shall complete planchecks according to the following schedule: A.First plancheck: complete and return to city within fifteen (15) working days of notice to pick up. B.Second and third planchecks: complete and return to city within ten (10) working days of notice to pick up. C. Final: complete and return to city within five (5) working days of notice to pick up. D.Construction revisions to grading or improvement plans: complete and return to city within three (3) working days of notice to pick up. Failure to meet the stipulated return times shall result in a 5% reduction in the payments due for that particular plancheck turnaround, resulting in an equal cost reduction in the fee due under Exhibit "A" for the total plancheck. [Example: First plancheck turnaround late fee = (TOTAL FEE x 40%) x 95%]. Penalty would not be recovered at end of plancheck. Docusign Envelope ID: 91594F80-A3C4-8463-829C-17A694F46DF1 FEE SCHEDULE FEES TO BE PAID TO THE CONTRACTOR The total amount of the fee for planchecking services for each set of plans, maps, or reports shall be 75% of the engineering department fee based on the current Master Fee Schedule, except as otherwise provided for in Section 3 of original agreement, Exhibit “A”. The fee shall become payable according to the following schedule: First plan check completed 40% of total fee Second plan check completed 25% of total fee Third plan check completed 20% of total fee Plan or map approval and submittal of written certification of plancheck 15%* of total fee *Actual amount may be adjusted so that 100% of the total fee based on city-approved quantities or cost estimates (or reductions to the estimate imposed by the city) is paid. The city may reduce the final cost estimate used for final payment if the estimate includes items not planchecked by the contractor. Page 20 Docusign Envelope ID: 91594F80-A3C4-8463-829C-17A694F46DF1 Hourly Rate Schedule HUNSAKER & ASSOCIATES SAN DIEGO, INC. AUGUST 2025 – AUGUST 2026 Principal ...................................................................$ 248/Hour Project Manager ......................................................$ 214/Hour Technical Staff .........................................................$ 188/Hour Field Survey One-Person Crew ...............................$ 256/Hour Field Survey Two-Person Crew ..............................$ 328/Hour Field Survey Three-Person Crew ............................$ 396/Hour Expert Witness ......................................................... $ 424/Hour The above rates are for all professional staff. We do not bill for secretarial or other office support personnel. We also do not bill for computer time and minor copying. Please note that our fee does not cover the cost of reproductions, computer plotting, or deliveries. These expenses will be billed separately as needed for the project. If Hunsaker agrees to include any client-requested outside services in our contract, those costs will be invoiced at a rate of cost plus 15%. Invoicing will be on a monthly basis and payable within 30 days after receipt of our invoice. Should payment not be received within thirty (30) days, a one and one-half percent (1½%) per month late fee will be charged on any unpaid balance. Our standard hourly rate is subject to an increase on August 1, 2026. Docusign Envelope ID: 91594F80-A3C4-8463-829C-17A694F46DF1 ANY PROPRIETOR/PARTNER/EXECUTIVEOFFICER/MEMBER EXCLUDED? INSR ADDL SUBRLTRINSD WVD PRODUCER CONTACTNAME: FAXPHONE(A/C, No):(A/C, No, Ext): E-MAILADDRESS: INSURER A : INSURED INSURER B : INSURER C : INSURER D : INSURER E : INSURER F : POLICY NUMBER POLICY EFF POLICY EXPTYPE OF INSURANCE LIMITS(MM/DD/YYYY) (MM/DD/YYYY) AUTOMOBILE LIABILITY UMBRELLA LIAB EXCESS LIAB WORKERS COMPENSATIONAND EMPLOYERS' LIABILITY DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) AUTHORIZED REPRESENTATIVE EACH OCCURRENCE $ DAMAGE TO RENTEDCLAIMS-MADE OCCUR $PREMISES (Ea occurrence) MED EXP (Any one person) $ PERSONAL & ADV INJURY $ GEN'L AGGREGATE LIMIT APPLIES PER:GENERAL AGGREGATE $ PRO-POLICY LOC PRODUCTS - COMP/OP AGGJECT OTHER:$ COMBINED SINGLE LIMIT $(Ea accident) ANY AUTO BODILY INJURY (Per person) $ OWNED SCHEDULED BODILY INJURY (Per accident) $AUTOS ONLY AUTOS HIRED NON-OWNED PROPERTY DAMAGE $AUTOS ONLY AUTOS ONLY (Per accident) $ OCCUR EACH OCCURRENCE CLAIMS-MADE AGGREGATE $ DED RETENTION$ PER OTH-STATUTE ER E.L. EACH ACCIDENT E.L. DISEASE - EA EMPLOYEE $ If yes, describe under E.L. DISEASE - POLICY LIMITDESCRIPTION OF OPERATIONS below INSURER(S) AFFORDING COVERAGE NAIC # COMMERCIAL GENERAL LIABILITY Y / N N / A (Mandatory in NH) SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). COVERAGES CERTIFICATE NUMBER:REVISION NUMBER: CERTIFICATE HOLDER CANCELLATION © 1988-2015 ACORD CORPORATION. All rights reserved.ACORD 25 (2016/03) CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) $ $ $ $ $ The ACORD name and logo are registered marks of ACORD 9/23/2025 License # 0E67768 (858) 754-0063 50233 (619) 574-6288 13056 Hunsaker & Associates San Diego, Inc. 9707 Waples Street San Diego, CA 92121 A 1,000,000 X PSB0001226 10/1/2025 10/1/2026 1,000,000 Val Papers: $100,000 10,000 Serv Int 1,000,000 2,000,000 2,000,000 Ded 0 1,000,000A PSA0001059 10/1/2025 10/1/2026 Comp.: $500 Coll.: $500 5,000,000A PSE0001126 10/1/2025 10/1/2026 5,000,000 0 A PSW0001220 10/1/2025 10/1/2026 1,000,000 1,000,000 1,000,000 A Prof Liab/Clms Made RDP0059762 10/1/2025 Per Claim 2,000,000 A Ded.: $70K Per Claim RDP0059762 10/1/2025 10/1/2026 Aggregate 2,000,000 Re: All Operations, Plancheck Services The City of Carlsbad, Carlsbad Public Financing Authority, its officials, employees and volunteers are Additional Insureds with respect to General Liability per the attached endorsement as required by written contract. 30 Days Notice of Cancellation with 10 Days Notice for Non-Payment of Premium in accordance with the policy provisions. City of Carlsbad/CMWD c/o EXIGIS Insurance Compliance Services P.O. Box 947 Murrieta, CA 92564 HUNS&AS-02 MCCOWANA IOA Insurance Services 3636 Nobel DriveSuite 410 San Diego, CA 92122 Erica Wilson Erica.Wilson@ioausa.com RLI Insurance Company X 10/1/2026 X X X X X X X X X X X Docusign Envelope ID: 91594F80-A3C4-8463-829C-17A694F46DF1 AC'~RC,® I ~ I ~ □ □ ~ ~ H □ □ ~ ~ - ~ - ~ - ~ I I I I I I I □ Policy Number:RLI Insurance Company Named Insured: PPB 304 02 12 Page 1 of 1 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. RLIPack®FOR PROFESSIONALS BLANKET ADDITIONAL INSURED ENDORSEMENT This endorsement modifies insurance provided under the following: BUSINESSOWNERS COVERAGE FORM - SECTION II – LIABILITY 1. C. WHO IS AN INSURED is amended to include as an additional insured any person or organization that you agree in a contract or agreement requiring insurance to include as an additional insured on this policy, but only with respect to liability for "bodily injury", "property damage" or "personal and advertising injury" caused in whole or in part by you or those acting on your behalf: a.In the performance of your ongoing operations; b.In connection with premises owned by or rented to you; or c.In connection with “your work” and included within the “product-completed operations hazard”. 2.The insurance provided to the additional insured by this endorsement is limited as follows: a.This insurance does not apply on any basis to any person or organization for which coverage as an additional insured specifically is added by another endorsement to this policy. b.This insurance does not apply to the rendering of or failure to render any "professional services". c.This endorsement does not increase any of the limits of insurance stated in D. Liability And Medical Expenses Limits of Insurance. 3.The following is added to SECTION III H.2. Other Insurance – COMMON POLICY CONDITIONS (BUT APPLICABLE ONLY TO SECTION II – LIABILITY) However, if you specifically agree in a contract or agreement that the insurance provided to an additional insured under this policy must apply on a primary basis, or a primary and non-contributory basis, this insurance is primary to other insurance that is available to such additional insured which covers such additional insured as a named insured, and we will not share with that other insurance, provided that: a.The "bodily injury" or "property damage" for which coverage is sought occurs after you have entered into that contract or agreement; or b.The "personal and advertising injury" for which coverage is sought arises out of an offense committed after you have entered into that contract or agreement. 4.The following is added to SECTION III K. 2. Transfer of Rights of Recovery Against Others to Us – COMMON POLICY CONDITIONS (BUT APPLICABLE TO ONLY TO SECTION II – LIABILITY) We waive any rights of recovery we may have against any person or organization because of payments we make for "bodily injury", "property damage" or "personal and advertising injury" arising out of "your work" performed by you, or on your behalf, under a contract or agreement with that person or organization. We waive these rights only where you have agreed to do so as part of a contract or agreement with such person or organization entered into by you before the "bodily injury" or "property damage" occurs, or the "personal and advertising injury" offense is committed. ALL OTHER TERMS AND CONDITIONS OF THIS POLICY REMAIN UNCHANGED. Docusign Envelope ID: 91594F80-A3C4-8463-829C-17A694F46DF1 PSB0001226 Hunsaker & Associates San Diego, Inc. Policy Number: RLI Insurance Company Named Insured: PPA 300 03 13 Page 1 of 5 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. RLIPack® BUSINESS AUTO ENHANCEMENT SCHEDULE OF COVERAGES ADDRESSED BY THIS ENDORSEMENT A. Broad Form Named Insured B. Employees As Insureds C. Blanket Additional Insured D. Blanket Waiver Of Subrogation E. Employee Hired Autos F. Fellow Employee Coverage G. Auto Loan Lease Gap Coverage H. Glass Repair Waiver Of Deductible I. Personal Effects Coverage J. Hired Auto Physical Damage Coverage K. Hired Auto Physical Damage Loss Of Use L. Hired Car Worldwide Coverage M. Temporary Transportation Expenses N. Amended Bodily Injury Definition Mental Anguish O. Airbag Coverage P. Amended Insured Contract Definition Railroad Easement Q. Coverage Extensions Audio, Visual And Data Electronic Equipment Not Designed Solely For The Production Of Sound R. Notice Of And Knowledge Of Occurrence S. Unintentional Errors Or Omissions T. Towing Coverage Docusign Envelope ID: 91594F80-A3C4-8463-829C-17A694F46DF1 PSA0001059 Hunsaker & Associates San Diego, Inc. PPA 300 03 13 Page 2 of 5 This endorsement modifies insurance provided under the following: BUSINESS AUTO COVERAGE FORM A. Broad Form Named Insured The following is added to the SECTION II COVERED AUTOS LIABILITY COVERAGE, Para- graph A.1. Who Is An Insured Provision: Any business entity newly acquired or formed by you during the policy period, provided you own fifty percent (50%) or more of the business entity and the business entity is not separately insured for Bus-iness Auto Coverage. Coverage is extended up to a maximum of one hundred eighty (180) days following the acquisition or formation of the business entity. This provision does not apply to any person or organization for which coverage is excluded by endorsement. B. Employees As Insureds The following is added to the SECTION II COVERED AUTOS LIABILITY COVERAGE, Para- graph A.1. Who Is An Insured Provision: Any employee of yours is an insured while using a covered auto you don't own, hire or borrow in your business or your personal affairs. C. Blanket Additional Insured The following is added to the SECTION II COVERED AUTOS LIABILITY COVERAGE, Para- graph A.1. Who Is An Insured Provision: Any person or organization that you are required to include as an additional insured on this coverage form in a contract or agreement that is executed by you before the bodily injury or property damage occurs is an insured for liability coverage, but only for damages to which this insurance applies and only to the extent that person or organization qualifies as an insured under the Who Is An Insured provision contained in SECTION II COVERED AUTOS LIABILITY COVERAGE. The insurance provided to the additional insured will be on a primary and non-contributory basis to the verage if you are required to do so in a contract or agreement that is executed by you before the bodily injury or property damage occurs. D. Blanket Waiver Of Subrogation The following is added to the SECTION IV BUSI- NESS AUTO CONDITIONS, A. Loss Conditions, 5. Transfer Of Rights Of Recovery Against Others To Us: We waive any right of recovery we may have against any person or organization to the extent required of you by a contract executed prior to any accident or loss , provided that the accident or loss arises out of the operations contemplated by such contract. The waiver applies only to the person or organization designated in such contract. E. Employee Hired Autos 1. The following is added to the SECTION II COVERED AUTOS LIABILITY COVERAGE, Paragraph A.1. Who Is An Insured Provision: An employee of yours is an insured while operating an auto hired or rented under a contract or agreement in that employee's name, with your permission, while performing duties related to the conduct of your business. 2. Changes In General Conditions: Paragraph 5.b. of the Other Insurance Con- dition in the BUSINESS AUTO CONDITIONS is deleted and replaced with the following: b. For Hired Auto Physical Damage Coverage, the following are deemed to be covered autos you own: (1) Any covered auto you lease, hire, rent or borrow; and (2) Any covered auto hired or rented by your employee under a contract in that individual employee's name, with your permission, while performing duties related to the conduct of your business. However, any auto that is leased, hired, rented or borrowed with a driver is not a covered auto . F. Fellow Employee Coverage SECTION II COVERED AUTOS LIABILITY COVERAGE, Exclusion B.5. does not apply if you have workers compensation insurance in-force covering all of your employees. G. Auto Loan Lease Gap Coverage SECTION III PHYSICAL DAMAGE COVERAGE, C. Limit Of Insurance, is amended by the addition of the following: In the event of a total loss to a covered auto shown in the Schedule of Declarations, we will pay any unpaid amount due on the lease or loan for a covered auto , less: 1. The amount paid under the PHYSICAL DAMAGE COVERAGE section of the policy; and 2. Any: a. Overdue lease/loan payments at the time of the loss ; Docusign Envelope ID: 91594F80-A3C4-8463-829C-17A694F46DF1 additional insured's own business auto co PPA 300 03 13 Page 3 of 5 b. Financial penalties imposed under a lease for excessive use, abnormal wear and tear or high mileage. c. Security deposits not returned by the lessor; d. Costs for extended warranties, Credit Life Insurance, Health, Accident or Disability Insurance purchased with the loan or lease; and e. Carry-over balances from previous loans or leases. H. Glass Repair Waiver Of Deductible SECTION III PHYSICAL DAMAGE COVERAGE, D. Deductible is amended by adding the following: No deductible for a covered auto will apply to glass damage if the glass is repaired rather than replaced. I. Personal Effects Coverage The following is added to SECTION III PHYSICAL DAMAGE COVERAGE, A. Coverage, 4. Coverage Extensions: c.Personal Effects Coverage In the event of a total theft loss of your covered auto we will pay up to $400 for loss to wearing apparel and other personal effects which are: (1) Owned by an insured ; and (2) In or on your covered auto ; No deductible applies to Personal Effects Coverage. J. Hired Auto Physical Damage Coverage The following is added to SECTION III PHYSICAL DAMAGE COVERAGE, A. Coverage, 4. Coverage Extensions: d. Hired Auto Physical Damage Coverage If hired autos are covered autos for Liability Coverage and this policy also provides Physical Damage Coverage for an owned auto , then the Physical Damage Coverage is extended to autos that you hire, rent or borrow subject to the following: (1) The most we will pay for loss in any one accident to a hired, rented or borrowed auto is the lesser of: (a) $60,000 (b) The actual cash value of the damaged or stolen property as of the time of the loss ; or (c) The cost of repairing or replacing the damaged or stolen property with other property of like kind and quality. (2) An adjustment for depreciation and physical condition will be made in the event of a total loss . (3) If a repair or replacement results in better than like kind or quality, we will not pay for the betterment. (4) A deductible equal to the highest Physical Damage deductible applicable to any owned auto will apply. (5) This Coverage Extension will not apply to: (a) Any auto that is hired, rented or borrowed with a driver; or (b) Any auto that is hired, rented or borrowed from your employee . K. Hired Auto Physical Damage Loss Of Use The following is added to SECTION III PHYSICAL DAMAGE COVERAGE, A. Coverage, 4. Coverage Extensions: e. We will pay sums which you legally must pay to the lessor of a covered auto which you have leased without a driver for thirty (30) days or less auto , provided: (1) This insurance provides comprehensive, specified causes of loss or collision covered on the covered auto ; (2) The loss of use results from the covered auto being damaged in an accident while you are leasing it. We will pay up to a maximum limit of $1,500 for this covered extension. L. Hired Car Worldwide Coverage The following is added to SECTION II COVERED AUTOS LIABILITY COVERAGE, A.2. Coverage Extensions: f. Hired Car Worldwide Coverage (1) We will pay all sums an insured legally must pay as damages because of bodily injury or property damage to which this insurance applies, caused by an accident which occurs outside of the United States of America, the territories and possessions of the United States of America, Puerto Rico and Canada resulting from the maintenance, or use of any covered auto of the private passenger type you lease, hire, rent or borrow without a driver for thirty (30) days or less. (2) With respect to any claim made or suit instituted outside the United States of America, the territories and possessions of the United States of America, Puerto Rico, and Canada: Docusign Envelope ID: 91594F80-A3C4-8463-829C-17A694F46DF1 for the lessor's loss of use of the covered " PPA 300 03 13 Page 4 of 5 (a) You shall undertake the investigation, settlement and defense of such claims and suits and keep us advised of all proceedings and actions. (b) You will not make any settlement without our consent. (c) We will reimburse you: (i) For the amount of damages be- cause of liability imposed upon you by law on account of bodily injury or property damage to which this insurance applies, and (ii) For all reasonable expenses incurred with our consent in connection with the investigation, settlement or defense of such claims or suits Reimbursement for expenses will be part of the Limit of Insurance for liability coverage shown in the Business Auto Coverage Declarations, and not in addition to such limits. (3) The limit of Insurance for Liability Coverage shown in the Business Auto Coverage Declarations is the most we will reimburse you for the sum of all damages imposed on you, as set forth in paragraph 2.c. above, and all expenses incurred by you arising out of any single accident or loss (4) You must maintain the greater of the follow- ing primary auto liability insurance limits: (a) Compulsory admitted insurance with limits required to be in force to satisfy the legal requirements of the jurisdiction where the accident occurs; or (b) Insurance limits required by law and issued by a government entity or by an insurer licensed or permitted by law to do business in the jurisdiction where the accident occurs; or (c) Auto liability insurance limits of at least $300,000 combined single limit or $100,000 per person/$300,000 per acci- dent Bodily Injury, $100,000 Property Damage. If you fail to comply with the above, this insurance is not invalidated. However, in the event of a loss , we will pay only to the extent that we would have been liable had you so complied. (5) The insurance provided by this coverage extension is excess over any other collec- tible insurance available to you whether on a primary, excess contingent or any other basis. M. Temporary Transportation Expenses SECTION III PHYSICAL DAMAGE COVERAGE, A.4. Coverage Extensions, subparagraph a. Transportation Expenses is deleted and replaced by the following: a. Transportation Expenses (1) We will pay up to a maximum of $1,500 for temporary transportation expense incurred by you because of Physical Damage to a covered auto . (2) We will pay only for those covered autos for which you carry Comprehensive, Colli-sion or Specified Case of Loss Coverage. (3) We will pay only for those expenses incurred by you during the period of time that begins twenty-four (24) hours after the covered loss and ends at the time when the covered auto can be reasonable repaired or replaced. (4) This coverage does not apply while there are spare or reserve autos available to you for your operations. N. Amended Bodily Injury Definition Mental Anguish The following is added to SECTION V DEFINITIONS, Definition C.: Bodily injury also includes mental anguish, but only when the mental anguish arises from other bodily injury, sickness or disease. O. Airbag Coverage The following is added to SECTION III PHYSICAL DAMAGE COVERAGE B. Exclusions 3.a.: However, this exclusion will not apply to accidental discharge of an airbag due to mechanical or electrical breakdown. P. Amended Insured Contract Definition Railroad Easement SECTION V DEFINITIONS paragraph H. Insured contact is modified as follows: 1. Paragraph H.3. is replaced by the following: 3. Any easement or license agreement. 2. Paragraph H.6.a. is deleted. Q. Coverage Extensions Audio, Visual And Data Electronic Equipment Not Designed Solely For The Production Of Sound SECTION III PHYSICAL DAMAGE COVERAGE B. Exclusions, exception paragraph a. to exclusion 4.c. and 4.d. is deleted and replaced with the following: Docusign Envelope ID: 91594F80-A3C4-8463-829C-17A694F46DF1 PPA 300 03 13 Page 5 of 5 a.Equipment and accessories used with such equipment, except for tapes, records, discs or other electronic media device, provided such equipment is permanently installed in the covered auto at the time of the loss or is removable from the housing unit which is permanently installed in the covered auto at the time of the loss , and such equipment is designed to be solely operated by use of the power from the autos electrical system, in or upon the covered autos ; or R. Notice Of And Knowledge Of Occurrence SECTION IV BUSINESS AUTO CONDITIONS, A.2. Duties In The Event Of Accident, Claim Suit Or Loss, subparagraph a. is deleted and replaced with the following: a.In the event of accident , claim, suit or loss , you must give us or our authorized repre- sentative prompt notice of the accident or loss including: (1) How, when and where the accident or loss occurred; (2) The name and address; and (3) To the extent possible, the names and addresses of any injured person and witnesses. Your duty to give us or our authorized representative prompt notice of the accident or loss applies only when the accident or loss is known to: (1) You, if you are an individual; (2) A partner if you are a partnership; or (3)An executive officer or insurance manager, if you are a corporation. S. Unintentional Errors Or Omissions SECTION IV BUSINESS AUTO CONDITIONS, B. General Conditions; 2. Concealment Misrepre- sentation Or Fraud is amended by adding the following: The unintentional omission of, or unintentional error in, any information given by you shall not prejudice your rights under this insurance. However this pro- vision does not affect our right to collect additional premium or exercise our right of cancellation or nonrenewal. T. Towing Coverage SECTION III PHYSICAL DAMAGE COVERAGE, A.2. Towing, is deleted and replaced by the following: 2. We will pay up to $750 for towing and labor costs incurred each time a covered auto is disabled due to a covered cause of loss. However: a. All labor must be performed at the place of disablement; and b. If the covered auto is a private passenger type no deductible applies; and c. If the covered auto is not of the private passenger type our obligation to pay will be reduced by a $250 deductible per disablement. ALL OTHER TERMS AND CONDITIONS OF THIS POLICY REMAIN UNCHANGED. Docusign Envelope ID: 91594F80-A3C4-8463-829C-17A694F46DF1 "insured's" Docusign Envelope ID: 91594F80-A3C4-8463-829C-17A694F46DF1 WORKERS COMPENSATION AND EMPLOYERS LIABILITY INSURANCE POLICY WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT-CALIFORNIA WC040306 (Ed. 4-84) We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) You must maintain payroll records accurately segregating the remuneration of your employees while engaged in the work described in the Schedule. The additional premium for this endorsement shall be __ 2_% of the California workers' compensation premium otherwise due on such remuneration. Schedule Person or Organization All persons or organizations that are party to a contract that requires you to obtain this agreement, provided you executed the contract before the loss. Job Description Jobs performed for any person or organization that you have agreed with in a written contract to provide this agreement. This endorsement changes the policy to which it is attached and is effective on the date issued unless otherwise stated. (The information below is required only when this endorsement is issued subsequent to preparation of the policy.) Insured Hunsaker & Associates San Diego, Inc. Policy No. PSW0001220 Insurance Company RLI Insurance Company Endorsement No. Countersigned By ______________________ _ ©1998 by the Workers' Compensation Insurance Rating Bureau of California. All rights reserved.