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R.E.C. Consultants Inc; 2026-08-07;
City Attorney Approved 10/23/2025 Page 1 AGREEMENT FOR ENGINEERING PLANCHECK SERVICES R.E.C. CONSULTANTS 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 R.E.C. Consultants, Inc., a California corporation, ("Contractor"). RECITALS A.City requires the professional services of a 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 sixty thousand dollars ($60,000) 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 sixty thousand dollars ($60,000) 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: 2FD5DDD5-E588-80CA-818A-51F7115211B0 August7th 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: 2FD5DDD5-E588-80CA-818A-51F7115211B0 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: 2FD5DDD5-E588-80CA-818A-51F7115211B0 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: 2FD5DDD5-E588-80CA-818A-51F7115211B0 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: 2FD5DDD5-E588-80CA-818A-51F7115211B0 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: 2FD5DDD5-E588-80CA-818A-51F7115211B0 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: 2FD5DDD5-E588-80CA-818A-51F7115211B0 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: 2FD5DDD5-E588-80CA-818A-51F7115211B0 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. corporation the State of California SHERRY FREISINGER, City Clerk APPROVED AS TO FORM: CINDIE K. McMAHON, City Attorney BY: ______________________________________ C. Dalton SorichAssistant City Attorney 7/21/2026 7/23/2026 23 July Docusign Envelope ID: 2FD5DDD5-E588-80CA-818A-51F7115211B0 8/7/2026 8/7/2026 8/7/2026 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: 2FD5DDD5-E588-80CA-818A-51F7115211B0 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: 2FD5DDD5-E588-80CA-818A-51F7115211B0 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: 2FD5DDD5-E588-80CA-818A-51F7115211B0 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: 2FD5DDD5-E588-80CA-818A-51F7115211B0 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: 2FD5DDD5-E588-80CA-818A-51F7115211B0 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: 2FD5DDD5-E588-80CA-818A-51F7115211B0 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: 2FD5DDD5-E588-80CA-818A-51F7115211B0 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: 2FD5DDD5-E588-80CA-818A-51F7115211B0 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: 2FD5DDD5-E588-80CA-818A-51F7115211B0 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: 2FD5DDD5-E588-80CA-818A-51F7115211B0 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: 2FD5DDD5-E588-80CA-818A-51F7115211B0 City of Carlsbad – Engineering Plan Review Services Rate Schedule The following rates will be applied to the Engineering Plan Review Services contract. The per- sheet rates are provided for budgeting purposes only. The actual level of effort may vary depending on plan complexity, completeness of submittals, number of disciplines involved, and coordination required. REC Fee Structure for Plan Review Services The following fee structure covers the first three (3) plan reviews for the following: Precise Grading Plan (Title Sheet) $750.00 / sheet Precise Grading Plan $1,750.00 / sheet Minor Grading Plan $1,000.00 / sheet Off-Site Improvement Plan (Title Sheet) $1,000.00 / sheet Off-Site Improvement Plan $2,000.00 / sheet Fourth/Subsequent Review $750.00 / sheet (additional per sheet) The following rate will be applied on an hourly basis for Time and Materials contracts and work that is outside of scope for fixed fee contracts: Director of Engineering Director of Water Resources $260.00 / hour $280.00 / hour Director of Surveying Senior Project Engineer Water Resources Engineer $230.00 / hour $230.00 / hour $190.00 / hour Project Manager, CEQA Review Administration $195.00 / hour $120.00 / hour Unless otherwise agreed upon, costs for outside plotting, printing deliveries etc., will be invoiced in accordance with the following rates. There will be a 15% handling fee attached to these costs for handling, accounting, and payment. REC carries full professional liability insurance, general liability insurance, workers compensation insurance and commercial vehicular insurance. Please call for appropriate coverage limits. REC rates are subject to change in accordance with the City of Carlsbad master Professional Services Agreement. Reimbursable Expenses Docusign Envelope ID: 2FD5DDD5-E588-80CA-818A-51F7115211B0 San Diego Office Temecula Office REC Civil Engineering 2970 Fifth Ave, Suite #340 43950 Margarita Road, Suite C Land Surveying San Diego, CA 92013 Temecula, CA 92592 © 619-232-9200 © 951-693-2400 Consultants, Inc. Water Resources ~ 619-232-9210 ~ 619-232-9210 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 6/22/2026 (619) 908-3100 31534 REC Consultants, Inc dba I-ENG-A of San Diego 2970 5th Avenue Ste 340 San Diego, CA 92103 41840 22306 29599 A 2,000,000 X OB3H06690806 10/15/2025 10/15/2026 2,000,000 10,000 Included 4,000,000 4,000,000 1,000,000B AW3A75716810 10/9/2025 10/9/2026 5,000,000A OB3H06690806 10/15/2025 10/15/2026 5,000,000 0 C X WD3H29384606 7/1/2026 7/1/2027 1,000,000 1,000,000 1,000,000 D Professional Liab.USS2536037 10/9/2025 Per Claim/AGG 3,000,000 Re: All operations of the named insured are subject to the terms and conditions of the policy. The City of Carlsbad is named as additional insured with respect to the General liability per the attached endorsement. Waiver of Subrogation applies with respects to the Worker's comp policy per the attached endorsement. 30* days' notice of cancellation; 10* days' notice of cancellation in the event of nonpayment of premium. City of Carlsbad/CMWD c/o EXIGIS Insurance Compliance Services P.O. Box 947 Murrieta, CA 92564 RECCONS-02 IBANKS Snapp & Associates Insurance Services 3838 Camino Del Rio N. STE 310San Diego, CA 92108 Service@snappins.com Citizens Insurance Company Of America Allmerica Financial Benefit Insurance Company Massachusetts Bay Ins Co U.S. Specialty Insurance Company X 10/9/2026 X X X X X X X Docusign Envelope ID: BC1D1275-CBE0-8726-8311-EE7E5DB1B16EDocusign Envelope ID: 2FD5DDD5-E588-80CA-818A-51F7115211B0 ACORDe I ~ I I □ ~ ~ Fl □ □ ~ ~ ~ ~ ~ ~ ~ ~ H I I I I I □ Docusign Envelope ID: BC1D1275-CBE0-8726-8311-EE7E5DB1B16EDocusign Envelope ID: 2FD5DDD5-E588-80CA-818A-51F7115211B0 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. AMENDMENT -AGGREGATE LIMITS OF INSURANCE (PER PROJECT} This endorsement modifies insurance provided under the following: BUSINESSOWNERS COVERAGE FORM Section II -Liability is amended as follows: Under Paragraph D.4.b Liability And Medical Ex penses Limits Of Insurance, the aggregate limit for all "bodily injury" and "property damage" other than "bodily injury" or "property damage" included in the "products-completed operations hazard" applies separately to each of your projects away from premises owned by or rented to you. A sepa rate aggregate will apply for projects at premises owned by or rented to you. BP 07 02 07 02 ISO Properties, Inc., 2001 Page 1 of 1 Docusign Envelope ID: BC1D1275-CBE0-8726-8311-EE7E5DB1B16EDocusign Envelope ID: 2FD5DDD5-E588-80CA-818A-51F7115211B0 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. BUSINESSOWNERS LIABILITY SPECIAL BROADENING ENDORSEMENT This endorsement modifies insurance provided under the following: BUSINESSOWNERS COVERAGE FORM SUMMARY OF COVERAGES Limits Page 1. Additional Insured by Contract, Agreement or Permit Included 1 2. Additional Insured -Broad Form Vendors Included 2 3. Alienated Premises Included 3 4. Broad Form Property Damage -Borrowed Equipment, Customers Included 3 Goods and Use of Elevators 5. Incidental Malpractice (Employed Nurses, EMT's and Paramedics) Included 3 6. Personal and Advertising Injury -Broad Form Included 4 7. Included 4 Product Recall Expense Each Occurrence Limit $25,000 Occurrence 5 Product Recall Expense Aggregate Limit $50,000 5 Aggregate Product Recall Deductible $500 5 8. Unintentional Failure to Disclose Hazards Included 6 9. Unintentional Failure to Notify Included 6 This endorsement amends coverages provided under the Businessowners Coverage Form through new coverages and broader coverage grants. This coverage is subject to the provisions applicable to the Businessowners Coverage Form, except as provided below. The following changes are made to SECTION II - LIABILITY: 1. Additional Insured by Contract, Agreement or Permit The following is added to SECTION II - LIABILITY, C. Who Is An Insured: Additional Insured by Contract, Agreement or Permit a. Any person or organization with whom you agreed in a written contract, written agreement or permit to add such person or organization as an additional insured on your policy is an additional insured only with respect to liability for "bodily injury", "property damage", or "personal and advertising injury" caused, in whole or in part, by your acts or omissions, or the acts or omissions of those acting on your behalf, but only with respect to: (1) "Your work" for the additional insured(s) designated in the contract, agreement or permit; (2) Premises you own, rent, lease or occupy; or (3) Your maintenance, operation or use of equipment leased to you. b. The insurance afforded to such additional insured described above: (1) Only applies to the extent permitted by law; and (2) Will not be broader than the insurance which you are required by the contract, agreement or permit to provide for such additional insured. (3) Applies on a primary basis if that is required by the written contract, written agreement or permit. (4) Will not be broader than coverage provided to any other insured. (5) Does not apply if the "bodily injury", "property damage" or "personal and advertising injury" is otherwise excluded from coverage under this Coverage Part, including any endorsements thereto. 391-1006 08 16 Includes copyrighted materials of Insurance Services Offices, Inc., with its permission. Page 1 of 6 Docusign Envelope ID: BC1D1275-CBE0-8726-8311-EE7E5DB1B16EDocusign Envelope ID: 2FD5DDD5-E588-80CA-818A-51F7115211B0 c. This provision does not apply: (1) Unless the written contract or written agreement was executed or perm it was issued prior to the "bodily injury", "property damage", or "personal injury and advertising injury". (2) To any person or organization included as an insured by another endorsement issued by us and made part of this Coverage Part. (3) To any lessor of equipment: (a) After the equipment lease expires; or (b) If the "bodily injury", "property 2. dam age", "personal and advertising injury" arises out of sole negligence of the lessor. (4) To any: (a) Owners or other interests from whom land has been leased if the "occurrence" takes place or the offense is committed after the lease for the land expires; or (b) Man agers or lessors of premises if: (i) The "occurrence" takes place or the offense is committed after you cease to be a tenant in that premises; or (ii) The "bodily injury", "property damage", "personal injury" or "advertising injury" arises out of structural alterations, new construction or demolition operations performed by or on behalf of the manager or lessor. (5) To "bodily injury", "property damage" or "personal and advertising injury" arising out of the rendering of or the failure to render any professional services. This exclusion applies even if the claims against any insured allege negligence or other wrongdoing in the supervision, hiring, employment, training or monitoring of others by that insured, if the "occurrence" which caused the "bodily injury" or "property damage" or the offense which caused the "personal and advertising injury" involved the rendering of or failure to render any professional services by or for you. d. With respect to the insurance afforded to these additional insureds, the following is added to SECTION II -LIABILITY, D. Liability and Medical Expense Limits of Insurance: /&~Hanover ~ lnsurance Group,. OB3 H066908 1001130 The most we will pay on behalf of the additional insured for a covered claim is the lesser of the amount of insurance: 1. Required by the contract, agreement or perm it described in Paragraph a.; or 2. Available under the applicable Limits of Insurance shown in the Declarations. This endorsement shall not increase the applicable Limits of Insurance shown in the Deel arations e. All other insuring agreements, exclusions, and conditions of the policy apply. Additional Insured -Broad Form Vendors The following is added to SECTION II LIABILITY, C. Who Is An Insured: Additional Insured -Broad Form Vendors a. Any person or organization that is a vendor with whom you agreed in a written contract additional insured under this Coverage Part is an insured, but only with respect to liability for "bodily injury" or "property damage" arising out of "your products" which are distributed or sold in the regular course of the vendor's business. b. The insurance afforded to such vendor described above: (1) Only applies to the extent permitted by law; (2) Will not be broader than the insurance which you are required by the contract or agreement to provide for such vendor; (3) Will not be broader than coverage provided to any other insured; and (4) Does not apply if the "bodily injury", "property damage" or "personal and advertising injury" is otherwise excluded from coverage under this Coverage Part, including any endorsements thereto c. With respect to insurance afforded to such vendors, the following additional exclusions apply: The insurance afforded to the vendor does not apply to: (1) "Bodily injury" or "property damage" for which the vendor is obligated to pay dam ages by reasons of the assumption of liability in a contract or agreement. This exclusion does not apply to liability for damages that the insured would have in the absence of the contract or agreement; (2) Any express warranty unauthorized by you; 391-1006 08 16 Includes copyrighted materials of Insurance Services Offices, Inc., with its permission. Page 2 of 6 Docusign Envelope ID: BC1D1275-CBE0-8726-8311-EE7E5DB1B16EDocusign Envelope ID: 2FD5DDD5-E588-80CA-818A-51F7115211B0 (3) Any physical or chemical change in the product made intentionally by the vendor; (4) Repackaging, unless unpacked solely for the purpose of inspection, demonstration, testing, or the substitution of parts under instruction from the manufacturer, and then repackaged in the original container; (5) Any failure to make such inspection, adjustments, tests or servicing as the vendor has agreed to make or normally 3. undertakes to make in the usual course of business in connection with the sale of the product; (6) Demonstration, installation, servicing or repair operations, except such operations performed at the vendor's premises in connection with the sale of the product; (7) Products which, after distribution or sale The most we will pay on behalf of the vendor for a covered claim is the lesser of the amount of insurance: 1. Required by the contract or agreement described in Paragraph a.; or 2. Available under the applicable Limits of Insurance shown in the Declarations; This endorsement shall not increase the applicable Limits of Insurance shown in the Declarations. Alienated Premises SECTION II -LIABILITY, B. Exclusions, 1. Applicable To Business Liability Coverage k. Damage to Property, paragraph (2) is replaced by the following: (2) Premises you sell, give away or abandon, if the "property damage" arises out of any part of those premises and occurred from hazards that were known by you, or should have reasonably been known by you, at the time the property was transferred or abandoned. by you, have been labeled or relabeled or used as a container, part or ingredient of any other thing or substance by or for the vendor; 4. Broad Form Property Damage -Borrowed Equipment, Customers Goods, Use of Elevators (8) "Bodily injury" or "property damage" arising out of the sole negligence of the vendor for its own acts or omissions or those of its employees or anyone else acting on its behalf. However, this exclusion does not apply to: (a) The exceptions contained within the exclusion in subparagraphs (4) or (6) above; or (b) Such inspections, adjustments, tests or servicing as the vendor has agreed to make or normally undertakes to make in the usual course of business, in connection with the distribution or sale of the products. (9) "Bodily injury" or "property damage" place before you have signed the contract or agreement with the vendor. (10) To any person or organization included as an insured by another endorsement issued by us and made part of this Coverage Part. (11) Any insured person or organization, from whom you have acquired such products, or any ingredient, part or container, entering into, accompanying 5. or containing such products. d. With respect to the insurance afforded to these vendors, the following is added to SECTION II -LIABILITY, D. Liability and Medical Expense Limits of Insurance: a. The following is added to SECTION II - LIABILITY, B. Exclusions, 1. Applicable To Business Liability Coverage, k. Damage to Property: Paragraph (4) does not apply to "property damage" to borrowed equipment while at a jobsite and not being used to perform operations. Paragraph (3), (4) and (6) do not apply to "property damage" to "customers goods" while on your premises nor to the use of elevators. b. For the purposes of this endorsement, the following definition is added to SECTION II - LIABILITY, F. Liability and Medical Expenses Definitions: 1. "Customers goods" means property of your customer on your premises for the purpose of being: a. Worked on; or b. Used in your manufacturing process. c. The insurance afforded under this provision is excess over any other valid and collectible property insurance (including deductible) available to the insured whether primary, excess, contingent or on any other basis. Incidental Malpractice -Employed Nurses, EMT's and Paramedics SECTION II -LIABILITY, C. Who Is An Insured, paragraph 2.a.(1)(d) does not apply to a nurse, 391-1006 08 16 Includes copyrighted materials of Insurance Services Offices, Inc., with its permission. Page 3 of 6 Docusign Envelope ID: BC1D1275-CBE0-8726-8311-EE7E5DB1B16EDocusign Envelope ID: 2FD5DDD5-E588-80CA-818A-51F7115211B0 emergency medical technician or paramedic employed by you if you are not engaged in the business or occupation of providing medical, paramedical, surgical, dental, x-ray or nursing services. 6. Personal Injury -Broad Form a. SECTION II -LIABILITY, B. Exclusions, 2. Additional Exclusions Applicable only to "Personal and Advertising Injury", paragraph e. is deleted. b. SECTION II -LIABILITY, F. Liability and Medical Expenses Definitions, 14. "Personal and advertising injury", paragraph b. is replaced by the following: b. Malicious prosecution or abuse of process. c. The following is added to SECTION II - LIABILITY, F. Liability and Medical Expenses Definitions, Definition 14. "Personal and advertising injury": "Discrimination" (unless insurance thereof is prohibited by law) that results in injury to the feelings or reputation of a natural person, but only if such "discrimination" is: (1) Not done intentionally by or at the direction of: (a) The insured; (b) Any officer of the corporation , director, stockholder, partner or member of the insured; and (2) Not directly or indirectly related to an "employee", not to the employment, prospective employment or termination of any person or persons by an insured. d. For purposes of this endorsement, the following definition is added to SECTION II - LIABILITY, F. Liability and Medical Expenses Definitions: 1. "Discrimination" means the unlawful treatment of individuals based upon race, color, ethnic origin, gender, religion, age, or sexual preference. "Discrimination" does not include the unlawful treatment of individuals based upon developmental, physical, cognitive, mental, sensory or emotional impairment or any combination of these. e. This coverage does not apply if liability coverage for "personal and advertising injury" is excluded either by the provisions of the Coverage Form or any endorsement thereto. 7. Product Recall Expense a. SECTION II -LIABILITY, B. Exclusions, 1. Applicable To Business Liability Coverage, !&~Hanover ~ Jnsurance Group_ OB3 H066908 1001130 o. Recall of Products, Work or Impaired Property is replaced by the following: o. Recall of Products, Work or Impaired Property Damages claimed for any loss, cost or expense incurred by you or others for the loss of use, withdrawal, recall, inspection, repair, replacement, adjustment, removal or disposal of: (1) "Your product"; (2) "Your work"; or (3) "Impaired property"; If such product, work or property is withdrawn or recalled from the market or from use by any person or organization because of a known or suspected defect, deficiency, inadequacy or dangerous condition in it, but this exclusion does not apply to "product recall expenses" that you incur for the "covered recall" of "your product". However, the exception to the exclusion does not apply to "product recall expenses" resulting from: (4) Failure of any products to accomplish their intended purpose; (5) Breach of warranties of fitness, quality, durability or performance; (6) Loss of customer approval, or any cost incurred to regain customer approval; (7) Redistribution or replacement of "your product" which has been recalled by like products or substitutes; (8) Caprice or whim of the insured; (9) A condition I ikely to cause loss of which any insured knew or had reason to know at the inception of this insurance; (10) Asbestos, including loss, damage or clean up resulting from asbestos or asbestos containing materials; or (11) Recall of "your products" that have no known or suspected defect solely because a known or suspected defect in another of "your products'' has been found. b. The following is added to SECTION II - LIABILITY, C. Who Is An Insured, paragraph 3.b.: "Product recall expense" arising out of any withdrawal or recall that occurred before you acquired or formed the organization. 391-1006 08 16 Includes copyrighted materials of Insurance Services Offices, Inc., with its permission. Page 4 of 6 Docusign Envelope ID: BC1D1275-CBE0-8726-8311-EE7E5DB1B16EDocusign Envelope ID: 2FD5DDD5-E588-80CA-818A-51F7115211B0 c. The following is added to SECTION II - LIABILITY, D. Liability and Medical Expenses Limits of Insurance: Product Recall Expense Limits of Insurance a. The Limits of Insurance shown in the SUMMARY OF COVERAGES of this endorsement and the rules stated below fix the most that we will pay under this Product Recall Expense Coverage regardless of the number of: (1) Insureds; (2) "Covered Recalls" initiated; or (3) Number of "your products" withdrawn. b. The Product Recall Expense Aggregate Limit is the most that we will reimburse you for the sum of all "product recall expenses" incurred for all "covered recalls" initiated during the policy period. c. The Product Recall Each Occurrence Limit is the most we will pay in connection with any one defect or deficiency. d. All "product recall expenses" in connection with substantially the same general harmful condition will be deemed to arise out of the same defect or deficiency and considered one "occurrence". e. Any amount reimbursed for "product recall expenses" in connection with any one "occurrence" will reduce the amount of the Product Recall Expense Aggregate Limit available for reimbursement of "product recall expenses" in connection with any other defect or deficiency. f. If the Product Recall Expense Aggregate Limit has been reduced by reimbursement of "product recall expenses" to an amount that is less than the Product Recall Expense Each Occurrence Limit, the remaining Aggregate Limit is the most that will be available for reimbursement of "product recall expenses" in connection with any other defect or deficiency. g. Product Recall Deductible We will only pay for the amount of "product recall expenses" which are in excess of the $500 Product Recall Deductible. The Product Recall Deductible applies separately to each "covered recall". The limits of insurance will not be reduced by the amount of this deductible. We may, or will if required by law, pay all or any part of any deductible amount, if applicable. Upon notice of our payment of a deductible amount, you shall promptly reimburse us for the part of the deductible amount we paid. The Product Recall Expense Limits of Insurance apply separately to each consecutive annual period and to any remaining period of less than 12 months, starting with the beginning of the policy period shown in the Declarations, unless the policy period is extended after issuance for an additional period of less than 12 months. In that case, the additional period will be deemed part of the last preceding period for the purposes of determining the Limits of Insurance. d. The following is added to SECTION II - LIABILITY, E. Liability and Medical Expense General Conditions, 2. Duties in the Event of Occurrence, Offense, Claim or Suit: You must see to it that the following are done in the event of an actual or anticipated "covered recall" that may result in "product recall expense": (1) Give us prompt notice of any discovery or notification that "your product" must be withdrawn or recalled. Include a description of "your product" and the reason for the withdrawal or recall; (2) Cease any further release, shipment, consignment or any other method of distribution of like or similar products until it has been determined that all such products are free from defects that could be a cause of loss under this insurance. e. For the purposs of this endorsement, the following definitions are added to SECTION II -LIABILITY, F. Liability and Medical Expenses Definitions: 1. "Covered recall" means a recall made necessary because you or a government body has determined that a known or suspected defect, deficiency, inadequacy, or dangerous condition in "your product" has resulted or will result in "bodily injury" or "property damage". 2. "Product recall expense(s)" means: a. Necessary and reasonable expenses for: (1) Communications, including radio or television announcements or printed advertisements including stationary, envelopes and postage; 391-1006 08 16 Includes copyrighted materials of Insurance Services Offices, Inc., with its permission. Page 5 of 6 Docusign Envelope ID: BC1D1275-CBE0-8726-8311-EE7E5DB1B16EDocusign Envelope ID: 2FD5DDD5-E588-80CA-818A-51F7115211B0 f. (2) Shipping the recalled products from any purchaser, distributor or user to the place or places designated by you; (3) Remuneration paid to your regular "employees" for necessary overtime; (4) Hiring additional persons, other than your regular "employees"; (5) Expenses incurred by "employees" including transportation and accommodations; (6) Expenses to rent additional warehouse or storage space; (7) Disposal of "your product", but only to the extent that specific methods of destruction other than those em ployed for trash /&~Hanover ~ lnsurance Group,. OB3 H066908 1001130 (1) If the "products -completed operations hazard" is excluded from coverage under this Coverage Part including any endorsement thereto; or (2) To "product recall expense" arising out of any of "your products" that are otherwise excluded from coverage under this Coverage Part including endorsements thereto. 8. Unintentional Failure to Disclose Hazards The following is added to SECTION II - LIABILITY, E. Liability and Medical Expenses General Conditions: Representations We will not disclaim coverage under this Coverage Part if you fail to disclose all hazards existing as of the inception date of the policy provided such failure is not intentional. discarding or disposal are 9. Unintentional Failure to Notify required to avoid "bodily injury" or "property damage" as a result of such disposal, you incur exclusively for the purpose of recalling "your product"; and b. Your lost profit resulting from such "covered recall". This Product Recall Expense Coverage does not apply: The following is added to SECTION II - LIABILITY, E. Liability and Medical Expenses General Conditions, 2. Duties in the Event of Occurrence, Offense, Claim or Suit: Your rights afforded under this Coverage Part shall not be prejudiced if you fail to give us notice of an "occurrence", offense, claim or "suit", solely due to your reasonable and documented belief that the "bodily injury", "property damage" or "personal and advertising injury" is not covered under this Policy. ALL OTHER TERMS, CONDITIONS, AND EXCLUSIONS REMAIN UNCHANGED. 391-1006 08 16 Includes copyrighted materials of Insurance Services Offices, Inc., with its permission. Page 6 of 6 Docusign Envelope ID: BC1D1275-CBE0-8726-8311-EE7E5DB1B16EDocusign Envelope ID: 2FD5DDD5-E588-80CA-818A-51F7115211B0 WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT-CALIFORNIA We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. (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. Person or Organization APPLIES AS BLANKET WAIVER FOR THOSE HAVING A WRITTEN CONTRACT WITH THE POLICY HOLDER REQUIRING was FOR WC POLICYHOLDER EMPLOYEES. N/A Schedule Job Description This endorsement changes the policy to which it is attached and is effective on the date issued unless otherwise stated. (The information below is required only when this endorsement is issued subsequent to preparation of the policy.) Endorsement Effective Insured Policy No. WD3-H293846-06 Insurance Company MASSACHUSETTS BAY INSURANCE COMPANY Countersigned By WC 04 03 06 (Ed 04-84) Endorsement No.