Loading...
The URL can be used to link to this page
Your browser does not support the video tag.
Home
My WebLink
About
Mikhail Ogawa Engineering Inc; 2018-06-29; PSA18-464ENV
PSA 18-464ENV AGREEMENT FOR CARLSBAD WATERSHED MANAGEMENT AREA (CWMA) WATER QUALITY IMPROVEMENT PLAN COORDINATION AND ANNUAL REPORT SERVICES MIKHAIL OGAWA ENGINEERING, INC. ~IS AGREEMENT is made and entered into as of the a 9th day of .....__~l &.0 0 , 2018, by and between the CITY OF CARLSBAD, a municipal corporation, ("Citi[a'nd MIKHAIL OGAWA ENGINEERING, INC. a California corporation, ("Contractor"). RECITALS A. City requires the professional services of a consultant that is experienced in water quality improvement plan coordination and annual report services. B. Contractor has the necessary experience in providing professional services and advice related to water quality improvement plan coordination and annual report services. C. Contractor has submitted a proposal to City and has affirmed its willingness and ability to perform such work. NOW, THEREFORE, in consideration of these recitals and the mutual covenants contained herein, City and Contractor agree as follows: 1. SCOPE OF WORK City retains Contractor to perform, and Contractor agrees to render, those services (the "Services") that are defined in attached Exhibit "A", which is incorporated by this reference in accordance with this Agreement's terms and conditions. 2. STANDARD OF PERFORMANCE While performing the Services, Contractor will exercise the reasonable professional care and skill customarily exercised by reputable members of Contractor's profession practicing in the Metropolitan Southern California Area, and will use reasonable diligence and best judgment while exercising its professional skill and expertise. 3. TERM The term of this Agreement will be effective for a period of one (1) year from the date first above written. 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-eight thousand five hundred forty-six dollars ($98,546). No other compensation for the Services will be allowed except for items covered by subsequent amendments to this Agreement. The 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 control of City only as to the result to be accomplished, but will consult with City as City Attorney Approved Version 6/12/18 PSA18-464ENV 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 the 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 the 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 The City reserves the right to employ other Contractors in connection with the Services. 9. INDEMNIFICATION Contractor agrees to indemnify and hold harmless the City and its officers, officials, employees and volunteers from and against all claims, damages, losses and expenses including attorney's fees arising out of the performance of the work described herein caused by any negligence, recklessness, or willful misconduct of the Contractor, any subcontractor, anyone directly or indirectly employed by any of them or anyone for whose acts any of them may be liable. The parties expressly agree that any payment, attorney's fee, costs or expense City incurs or makes to or on behalf of an injured employee under the City's self-administered workers' compensation 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 "AX"; OR an alien non-admitted insurer listed by the National Association of Insurance Commissioners (NAIC) latest quarterly listings report. City Attorney Approved Version 6/12/18 2 PSA 18-464ENV 10.1 Coverage and Limits. Contractor will maintain the types of coverage and minimum limits indicated below, unless the 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 the City as an additional insured. 10.1.1 Commercial General Liability (CGL) Insurance. Insurance written on an "occurrence" basis, including personal & 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 projecUlocation 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). $1,000,000 combined single-limit per accident for bodily injury and property damage. 10.1.3 Workers' Compensation and Employer's Liability. Workers' Compensation limits as required by the California Labor Code. Workers' Compensation will not be required if Contractor has no employees and provides, to City's satisfaction, a declaration stating this. 10.1.4 Professional Liability. Errors and omissions liability appropriate to Contractor's profession with limits of not less than $1,000,000 per claim. Coverage must be maintained for a period of five years following the date of completion of the work. 10.2 Additional Provisions. Contractor will ensure that the policies of insurance required under this Agreement contain, or are endorsed to contain, the following provisions: 10.2.1 The City will be named as an additional insured on Commercial General Liability which shall provide primary coverage to the City. 10.2.2 Contractor will obtain occurrence coverage, excluding Professional Liability, which will be written as claims-made coverage. 10.2.3 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. City Attorney Approved Version 6/12/18 3 PSA 18-464ENV 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 three (3) years from the date of final payment under this Agreement. 13. OWNERSHIP OF DOCUMENTS All work product produced by Contractor or its agents, employees, and subcontractors pursuant to this Agreement is the property of City. In the event this Agreement is terminated, all work product produced by Contractor or its agents, employees and subcontractors pursuant to this Agreement will be delivered at once to City. Contractor will have the right to make one (1) copy of the work product for Contractor's records. 14. COPYRIGHTS Contractor agrees that all copyrights that arise from the services will be vested in City and Contractor relinquishes all claims to the copyrights in favor of City. 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. For City Name Tim Murphy Title Senior Program Manager Department Public Works City of Carlsbad Address 1635 Faraday Ave. Carlsbad, CA 92008 Phone No. 760-602-7587 For Contractor Name Mikhail Ogawa Title Principal Address 3525 Del Mar Heights Road #429 San Diego, CA 92130 Phone No. 619-994-7074 Email mikhail@mogawaeng.com 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. The Contractor shall report investments or interests in all four categories. Yes~ No D City Attorney Approved Version 6/12/18 4 PSA 18-464ENV 17. GENERAL COMPLIANCE WITH LAWS Contractor will keep fully informed of federal, state and local laws and ordinances and regulations which in any manner affect those employed by Contractor, or in any way affect the performance of the Services by Contractor. Contractor will at all times observe and comply with these laws, ordinances, and regulations and will be responsible for the compliance of Contractor's services with all applicable laws, ordinances and regulations. Contractor will be aware of the requirements of the Immigration Reform and Control Act of 1986 and will comply with those requirements, including, but not limited to, verifying the eligibility for employment of all agents, employees, subcontractors and consultants whose services are required by this Agreement. 18. DISCRIMINATION AND HARASSMENT PROHIBITED Contractor will comply with all applicable local, state and federal laws and regulations prohibiting discrimination and harassment. 19. 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. 20. TERMINATION In the event of the 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. Either party upon tendering thirty (30) days written notice to the other party may terminate this Agreement. In this event and upon request of City, Contractor will assemble the work product and put it in order for proper filing and closing and deliver it to City. Contractor will be paid for work performed to the termination date; however, the total will not exceed the lump sum fee payable under this Agreement. City will make the final determination as to the portions of tasks completed and the compensation to be made. 21. 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 City Attorney Approved Version 6/12/18 5 PSA 18-464ENV 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. 22. CLAIMS AND LAWSUITS By signing this Agreement, Contractor agrees that any Agreement claim submitted to City must be asserted as part of the Agreement process as set forth in this Agreement and not in anticipation of litigation or in conjunction with litigation. Contractor acknowledges that if a false claim is submitted to City, it may be considered fraud and Contractor may be subject to criminal prosecution. Contractor acknowledges that California Government Code sections 12650 et seq., the False Claims Act applies to this Agreement and, provides for civil penalties where a person knowingly submits a false claim to a public entity. These provisions include false claims made with deliberate ignorance of the false information or in reckless disregard of the truth or falsity of information. If City seeks to recover penalties pursuant to the False Claims Act, it is entitled to recover its litigation costs, including attorney's fees. Contractor 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. 23. JURISDICTION AND VENUE 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. 24. 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. 25. ENTIRE AGREEMENT This Agreement, together with any other written document referred to or contemplated by it, along with the purchase order for this Agreement and its provisions, embody the entire Agreement and understanding between the parties relating to the subject matter of it. In case of conflict, the terms of the Agreement supersede the purchase order. Neither this Agreement nor any of its provisions may be amended, modified, waived or discharged except in a writing signed by both parties. Ill Ill Ill Ill Ill City Attorney Approved Version 6/12/18 6 PSA 18-464ENV 26. 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. CONTRACTOR MIKHAIL OGAWA ENGINEERING, INC., a California Corporation By //,IA 'i ~(~ (s nhere) M11cuAu .. o~,.....,.., PriJ,JJ (print name/title) (print name/title) CITY OF CARLSBAD, a municipal corporation of the State of California ATTEST: Ua@am&tlL /.rtn!._ARBARA ENGLESON /)-~ity Clerk If required by City, proper notarial acknowledgment of execution by contractor must be attached. If a corporation, Agreement must be signed by one corporate officer from each of the following two groups. Group A Chairman, President, or Vice-President Group B Secretary, Assistant Secretary, CFO or Assistant Treasurer Otherwise, the corporation must attach a resolution certified by the secretary or assistant secretary under corporate seal empowering the officer(s) signing to bind the corporation. APPROVED AS TO FORM: CELIA A. BREWER, City Attorney BY: -~~/ , ~~~ Deputy City Attorney City Attorney Approved Version 6/12/18 7 Exhibit "A" Proposal to Provide Professional Services for Carlsbad Watershed Management Area Program in Response to RFP18-385ENV Prepared by: Mikhail Ogawa Engineering 2195 San Dieguito Drive, Suite 1 Del Mar, Californ ia 92014 " 1M··.-OE . _I in conjunction with: wood. Respectfully Submitted on: May 4, 2018 #~ Kelly Ogawa, Principal Scientist / Owner kogawa@mogawaeng .com Exhibit "A" Carlsbad Watershed Management Area Water Quality Improvement Plan Coordinator and Annual Report Proposal May 4, 2018 Executive Summary Mikhail Ogawa Engineering (MOE) is a local North San Diego County based engineering and environmental firm that has a focus on urban runoff management program development and implementation , watershed management, regulatory support, and effectiveness assessment of storm water programs. MOE brings extensive experience in working in the Carlsbad Watershed Management Area (CWMA) serving as the Watershed Coordinator for the past eleven years. MOE has unique qualifications of CWMA-specific knowledge , hands-on understanding of the regulations, and connections to regional issues. These credentials position MOE as qualified lead for the CWMA Water Quality Improvement Plan (WQIP) Coordinator and Annual Report project. MOE has assembled a team that brings together the region's most highly qualified professionals and expertise to assure that the MOE Team provides the CWMA Copermittees with the right technical and regulatory resources to best meet the WQIP compliance requirements both cost effectively and based on proven science. The MOE Team includes Wood, who has extensive regional and watershed experience in water quality and special studies and will support the water quality analysis and assessment. Their expertise and understanding of the CWMA, urban runoff management programs, and monitoring will provide valuable support for annual reporting and any miscellaneous tasks that may be needed by the CWMA Copermittees. The MOE Team has the following key experience and expertise to successfully complete the scope of work (RFP18-385ENV) that includes coordination efforts, annual reporting, and add itional tasks over the course of the contract. "' Local Team with Extensive Knowledge of CWMA -The MOE Team has unparalleled knowledge of the CWMA through the role as serving as the CWMA Watershed Coordinator, developing the CWMA WQIP and WQIP Annual Report, both preparing and reviewing the CWMA Section of the Regional Monitoring Annual Report, Lower San Marcos Hydrologic Area (HA) TMDL compliance and reporting, coordination with Escondido Creek Hydromodification Plan (HMP) Exemption, and knowledge of monitoring and special studies implemented within the CWMA. We can begin work immediately and reduce upfront efforts keeping costs down and the project on schedule. "' Team has Previously Developed Carlsbad WMA WQIP and WQIP Annual Report-The MOE Team has worked collaboratively with the Carlsbad WMA Copermittees in the development of the Carlsbad WMA WQIP and the January 2018 WQIP Annual Report. Our Team is also entrenched in regional efforts allowing consistency with other watersheds while providing efficiencies.· Our approach is to use our collective knowledge and previously developed documents to cost effectively develop the CWMA WQIP Annual Report. "' Unmatched Working Relationships -The MOE Team has a unique and unparalleled experience in the CWMA understanding the history of program development, challenges and opportunities, and implementation efforts currently underway by each Copermittee. Our Team has worked directly with CWMA jurisdictions and Regional Water Quality Control Board (RWQCB) staff specifically for the CWMA. These direct experiences have fostered great working relationships and ensure mutual understanding of implementation efforts and regulatory requests. Through hands-on experience we understand what has worked in the Carlsbad WMA and have developed essential trusted relationships with Regional Water Quality Control Board staff. Our proposed method to accomplish the work begins with strong project leadership. Kelly Ogawa, who currently serves as the CWMA Watershed Coordinator (for the past two years), will be the Team's Project Manager. Kelly will maintain a strong presence and role in all project tasks to assure a seamless team effort with high quality work products and minimal administrative burden on the CWMA Copermittees. The Team's strategy for accomplishing the work is to use our team's collective experience, local and regional knowledge, and trusted working relationships to lead watershed coordination and ann ual reporting efforts. Our Team can build on the strong foundation created over the past eleven years with the CWMA Copermittees to further improve program management, reporting, and coordination. We can leverage our experience and knowledge to deliver clear, concise, and straightforward deliverables on-time and within budget. For annual reporting, this will be accomplished through close Copermittee coordination, comprehensive data collection, and early communication with RWQCB staff on required timelines for data submittal. Our Team members collaborate frequently and will work seamlessly to meet the CWMA Copermittee requests. Additionally, our Team is prepared to implement any miscellaneous tasks that may be needed as demonstrated through our current Watershed Coordinator services (e.g. RWQCB GIS data request and 3rd party report review for WQIP Annual Report inclusion). Exhibit "A" Carlsbad Watershed Management Area Water Quality Improvement Plan Coordinator and Annual Report Proposal May 4, 2018 1 Identification of the Proposer 0 MOE Mikhail Ogawa Engineering Inc. -Corporation Proposal Contact Person: Kel ly Ogawa Principal Scientist/ Owner 2195 San Dieguito Drive, Suite 1 Del Mar, California 92014 (858) 987-4199 I kogawa@mogawaeng.com Address and Location of Project Work: 2195 San Dieguito Drive, Suite 1 Del Mar, Ca lifornia 92014 Disadvantaged Business Enterprise as.certified by Caltrans and the California Public Utilities Commission d Subconsultant: Wood Environment & Infrastructu re Solutions, Inc. -Corporationwoo • Proposal Contact Person: US Corporate Headquarters: Roshan Christoph 1105 Lakewood Parkway, Suite 300 9177 Sky Park Court Atlanta, Georgia 30009 San Diego, California 92123 (858) 514-6475 I roshan.christoph@woodplc.com Location of Project Work: 9177 Sky Park Court San Diego, California 92123 2 Experience and Technical Competence The MOE Team has been responsible for developing and coordinating programs and work products in the local and Southern California region that are germane to the CWMA WQIP Coordinator and Annual Report project. This includes successfully completing several of the tasks that are described in the RFP scope of work, including developing comprehensive watershed plans and Annual Reports consistent with requirements of the San Diego Regional MS4 Permit and facilitating watershed coordination. Having served in the lead role for these projects, the MOE T earn has a clear understanding of what is required and the level of effort necessary to successfully develop a WQIP Annual Report and provide Watershed Coordinator services. MOE and Wood have a long-standing successful history of working together as a team to complete projects on time and within budget. Rdevant CWMA WQIP Coordinator and Annual Report The table to the right identifies some of the projects that were lead and completed by the MOE Team in recent years. These projects were completed in the local area and demonstrate technical expertise and competence in completing tasks that are consistent with those described in the RFP. Each of these projects is described in the narrative below or within the Project Organization and Key Personnel section and individual team members' resumes. In addition to having experience and technical competence for the core tasks described in the RFP, the MOE Team also has experience in completing efforts identified in the Miscellaneous Tasks of the RFP. Project Carlsbad WURMP and WQJP Coordinat or WQJP Development, Implementation, & Reporting WQJP Development, Implementation, and Reporting tor San Dieguito, Los Penasquitos, Mission Bay, and San Diego Bay Watersheds Long-Term Effectiveness Assessments Regional Monitoring and Assessment Reporting Del Mar Clean Water Program Management Regional Harbor Monitoring Program City of Solana Beach Storm Water Program Support Carlsbad Hydrologic Unit Lagoon Investigative Order Monitoring Los Penasquitos Sediment TMDL Development and Implementation 2 C: -8 1.r ,1 .a -l! 9! t ~ i; ~j .t' ~ -;: i ,.. .! iB JI a: ·i I ii j J :, z .. • • • • • • • • • • • • • • • • • • • • • • • • • Topic Areas S' ! -r ~ f Ii i ·f C: l j "! l! .. 8 s "T • ~ j .. f ·i Ii i • ., i ,? C: i ~ i ~ .. 11 I ! ~ • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • Exhibit "A" Carlsbad Watershed Management Area Water Quality Improvement Plan Coordinator and Annual Report Proposal Relevant key categories of experience and expertise the MOE Team possesses are as follows: .. Watershed-Based Program Development and Implementation .. Watershed-Based Coordination Services .. Jurisdictional Program Development and Implementation .. Water Quality Improvement Strategy Development and Implementation • Regulatory Options • Non-Structural Strategies .. WQIP Annual Reports .. JRMP Annual Reports • Structural Strategies • Retrofit, Rehabilitation and Restoration Strategies .. Water Quality Monitoring Program Development and Implementation .. Program Effectiveness and Assessment May 4, 2018 The Team's experience in the San Diego region has established trusted reputations and relationships with not only Copermittees but also stakeholders and regulators. These relationships are invaluable for coordination and management of implementation and annual reporting . Below are three project examples that demonstrate our expertise and knowledge of the CWMA, CWMA Copermittees and watershed/jurisdictional planning and implementation. One of the priceless outcomes of all the various projects that the MOE Team has been a part of is the lessons learned. The Team will bring these learned lessons to the CWMA WQIP Coordinator and Annual Reporting project which will streamline the process and produce efficient work products. Carlsbad Watershed Coordinator: City of Carlsbad and CWMA Copermittees Project Relevance: MOE provides technical support, -• Provide expert guidance, and expertise to the -~~ coordinator services for Copermittees in the CWMA for their the CWMA to minimize WQIP efforts. The support includes Copermittee workload program development, Copermittee and management efforts and RWQCB coordination, setting ___ • Successfully developed and facilitating meeting agendas, -CWMA WQ IP and WQIP development of watershed activities Annual Report and annual reporting. MOE led the effort to develop the Carlsbad WQIP which included an presenting complex active diverse group of stakeholders. MOE was instrumental in the refinement of the WQIP technical information in that included re-evaluation of priorities, sources, strategies, and goals based on RWQCB a clear and concise direction. For the WQIP Annual Report, MOE introduced an approach to integrate the format reporting of Copermittee's jurisdictional, watershed, and regional programmatic activities to • Led effective data provide a more comprehensive evaluation of the activities conducted in the CWMA and each gathering and of the distinct Hydrologic Areas (HAs). By collecting and reporting data and information not compilation efforts to typically presented, the approach provided a more accurate accounting of the substantial develop WQIP Annual efforts undertaken by the CWMA to address water quality. The reporting process included Report meeting with Copermittees, coordination with RWQCB staff, analysis and assessment of • Unparalleled program activities and developing draft documents for review by Copermittees. The final relationships and versions were produced and submitted to the RWQCB as required by the Municipal Separate communication with Storm Sewer System (MS4) permit. MOE provided this support in an effective and efficient RWQCB staff manner that allowed the Copermittees to focus on their continued program implementation. Contract Value: MOE coordinated with RWQCB staff and facilitated communication to reach common ground for documents, analyses, and programs. MOE's extensive knowledge, expertise, and trusted relationships with RWQCB staff were invaluable in moving program development and coordination efforts in a positive and collaborative direction. This project continued to expand MOE's knowledge and familiarity with CWMA characteristics , and the regional, watershed and jurisdictional programmatic activities implemented to address water quality conditions. MOE consistently delivered exceptional work products, addressed multiple unanticipated work efforts and remained within, and often under budget, over the course of the five-year contract. 3 $539,240 Project Manager Kelly Ogawa Client Project Manager Tim Murphy (760) 602-7587 Tim.murphy@carlsbadca.gov ; Cansbad Watershed Management Area Water Quality Improvement Plan Coordinator and Annual Report Proposal City of Del Mar Clean Water Program Management: City of Del Mar MOE serves as the City of Del Mar's Clean Water Program providing services including : planning, implementing, reporting the City's entire program, and fulfilling the City's watershed responsibilities. MOE developed the City's JRMP and is responsible for implementation and annual reporting . MOE provides watershed planning, implementation, and reporting for the City's two diverse watersheds. These efforts include developing watershed strategies, designing special studies, reviewing implementation data and information, and gathering the necessary reporting information while managing budget, resources, and compliance. This experience provides MOE with a unique insight on the jurisdictional challenges and limitations municipal program managers may experience. MOE has adapted City programs to promote effectiveness and efficiencies. MOE conducts City-wide staff trainings, monitoring, presentations to City Council, special study implementation, education and outreach, program budgeting, inspections and illicit discharge investigations/complaint responses . MOE also coordinates and works closely with other City Departments to ensure compliant program implementation and assessments. City of Solana Beach Storm Water Program: City of Solana Beach MOE provides the City of Solana Beach with storm water program support services that includes: program implementation technical assistance; coordination with Copermittees and City staff; regulatory compliance support; and serving as the City representative for San Dieguito and Carlsbad Watershed meetings and regional meetings as needed. MOE also: conducts MS4 Outfall monitoring; special study development and implementation; priority development project review; TCBMP inspections; FOG inspections; construction inspections; IDDE program support; city-wide patrols; Trash Amendments support; annual trainings for City staff; and monthly program briefings. Our experience with the City of Solana Beach's Storm Water Program expands our technical experience and knowledge which provides a solid foundation for annual reporting efforts. MOE has the "boots on the ground" insight to understand data collection opportunities and challenges that may impact reporting efforts or lead to innovative approaches for reporting. Additionally, MOE provides frequent, clear, and concise communication with City staff that can be trusted for making applicable management decisions or support management briefings. 3 Proposed Method to Accomplish the Work Exhibit "A" May 4, 2018 Project Relevance: • Developed and implement innovative inspection program • Unique understanding of municipal program challenges and opportunities • Reporting efforts from jurisdictional perspective Contract Value: $230,000 annually Project Manager Mikhail Ogawa Client Project Manager Kathleen Garcia (858) 755-9313 kgarcia@dellmar.ca.us Project Relevance: • Effective coordination with City staff and Copermittees • Expert guidance in program development, management, and implementation • Efficient quality services to support regulatory compliance Contract Value: $122,000 Project Manager Brett Gamble Client Project Manager Ron Borromeo (858) 720-2487 rborromeo@cosb.org MOE has served in the role of watershed coordinator for the past eleven years in the CWMA. MOE recognizes the level of effort that the Lead Copermittee and CWMA Copermittees have put forth over the past eleven years with respect to coordination and administrative efforts. Kelly Ogawa, as the Project Manager, will ensure minimal administrative burden on the Lead Copermittee and CWMA Copermittees and, maintain high quality work products by being a strong Team lead in all tasks associated with the project. 4 Exhibit "A" Carlsbad Watershed Management Area Water Quality Improvement Plan Coordinator and Annual Report Proposal . May 4, 2018 Our experiences with the CWMA Copermittees, both individually and collectively, allows the MOE Team to maintain consistency and provide uninterrupted services through project initiation . We will not be stalled by learning about the watershed, jurisdictions and the existing program implementation, goals, and procedures. There is a highly effective approach to accomplish the goals set forth in the RFP. Our fundamental strategy for accomplishing the work will be to capitalize on the existing efforts that have taken place in the CWMA and San Diego County Region. Our general approach to the WQIP Annual Report development process and WQIP Coordinator efforts will be to: ... Facilitate communication and meetings with the CWMA group. This will include relevant Ralph M. Brown Act (Brown Act) meetings and procedures the CWMA group deems necessary. The Team will coordinate with the RWQCB, other watershed groups, and other stakeholders as applicable and requested by the CWMA Copermittees. ... Collect data and information from Copermittees. MOE implemented this process for the January 2018 WQIP Annual Report and will be efficient by implementing "lessons learned" from data collection efforts, and use of existing jurisdictional reporting templates. ... Once the initial WQIP Annual Report information is received, the Team will work with CWMA Copermittees to evaluate and determine strategies to highlight within the body of the WQIP Annual Report. Additionally, the Team will work with the Carlsbad WMA Copermittees to determine progress towards goals and the presentation of goal achievements. .. The Team will develop the WQIP Annual Report in a simi lar format and structure as the January 2018 WQIP Annual Report. The format and structure may be revised after discussions with the Carlsbad WMA Copermittees based on RWQCB comments received or applicable input from other watershed groups or the region. ... For miscellaneous tasks identified during the contract, the Team will coord inate with the CWMA Copermittees to determine the appropriate resources to complete the tasks in the most efficient and effective manner. The following sub-sections describe the technical approach the MOE Team proposes to perform the tasks as identified in the RFP scope of work. 3.1 RFP Task 1: WQIP Annual Report MOE has provided similar services for the past eleven years through the development of Watershed Urban Runoff Management Plan Annual Reports and the January 2018 Carlsbad WMA WQIP Annual Report. The first year of the WQIP Annual Report provided a foundation for report structure and format along with data and information collection and analysis processes. The approach to the WQIP Annual Report developm~nt and completion is described in the sub-sections below. 3.1.1 WQIP Annual Report Development Project Schedule The proposed schedule is presented in Figure 1 and is based upon the requirements in the RFP which included two draft WQIP Annual Reports, 30-day review period per draft, and a Final WQIP Annual Report to be submitted 30 days prior to January 30, 2019. As the incumbent, the MOE Team can leverage existing resources and contract to begin the data request if a notice to proceed has not been issued by August 1, 2018. This benefit assists in ensuring required submittal and review milestones in the schedule can be met. The CWMA WQIP group currently meets the 3rd Tuesday of every month. To meet the project schedule, the Team is proposing to shift the November 2018 meeting to allow for discussion of comments received before the final draft submittal. Additionally, the January 2019 meeting can be used for "Brown Act" voting to approve the submittal of the Final January 2019 Carlsbad WMA WQIP Annual Report to the RWQCB and posting to the Project Clean Water website. The MOE Team will prepare a detailed project schedule to be reviewed and approved by the CWMA Copermittees prior to the start of the Annual Report process. 3.1.2 CWMA Copermittee Data and Information Requests, Collection, and Coordination The Team will manage the required solicitation of data and information from the Copermittees to be included in the WQIP Annual Report. The Team recognizes the challenges of providing data and information during annual reporting "season", and our Team strives to make the process well-organized and straightforward. As noted in the schedule (Figure 1 ), the data collection process will begin in August 2018. There are numerous data elements that must be collected and compiled to develop and present a comprehensive WQIP Annual Report. The sub-sections below provide a summary listing of the specific types of data and information that will be requested. MOE will send an email to the RWQCB staff person for the Carlsbad Watershed as a notification that data or information to be considered for the January 2019 WQIP Annual Report shall be submitted to MOE no later than August 31 , 2018. This has been discussed with current RWQCB staff to prevent receiving data and information late in the reporting process for inclusion in the Annual Report. 5 Carlsbad Watershed Management Area Water Quality Improvement Plan Coordinator and Annual Report Proposal CARLSBAD WMA COPERMITTEES Gather appropriate data and information (jurisdictional, watershed, and regionalj August 21, 2018 Garlsbad WOIP meeting August 31, 2018 Reporting information submitted September 18, 2018 Garlsbad WO/ P meeting 0MOE August 2018 -Contract Notice to Proceed August 1, 2018 Reporting Information Request Distributed (Reporting Forms) Send notification email to RWOCB staff-data and information due by August 31, 2018 Exhibit "A" May 4, 2018 MONITORING CONTRACTOR Coordinating under separate monitoring contract with Copermittees August 31, 2018 Wet weather and SMC monitoring Information submitted to MOE September 30, 2018 -2018 Dry Weather Monitoring Period Ends 30 Day Review Period October 16, 2018 Garlsbad WOIP meeting November 1, 2018 Comments and any outstanding informatkJn to be submitted November 6, 2018 Garlsbad WO/ P meeting 30 Day Review Period December 17, 2018 Copermittee comments on final draft December 18, 2018 Garlsbad WOIP meeting January 15, 2019 Garlsbad WO/ P meeting October 1, 2018 Draft WOIP Annual Report to Copermittees November15,2018 Rnaf Draft WO/ P Annual Report and Rrst Draft Response to Comments to Copermlttees December28,2018 Rnaf WO/ P Annual Report and Rnaf Draft Response to Comments to Copermittees January 30, 2019 Dry Weather Data Compilation October 30, 2018 Dry Weather Monitoring information submitted to MOE January 2019 WOIP Annual Report submittal to Regional Water Duality Control Board and posting to Project Clean Water Figure 1: Proposed CWMA WQIP Annual Report Schedule 6 Exhibit "A" Carlsbad Watershed Management Area Water Quality Improvement Plan Coordinator and Annual Report Proposal May 4, 201 8 3.1.2.1 JRMP Data and Information CWMA Copermittees use significant resources, funding, and staff to implement JRMP-related programs. This data and information is important to provide a holistic perspective of efforts implemented to protect, preserve, and enhance water quality throughout the WMA and the hydrologic areas. JRMP forms and fiscal analysis information will be requested from Copermittees, and the Team will compile all the data and information for inclusion and presentation in the WQIP Annual Report. The Team will use the existing MOE-developed templates to consolidate data for Annual Report presentation . Based on recent discussions with RWQCB staff, the Team will also request trash program information (i.e. track selection and additional applicable information) for inclusion in the WQIP Annual Report. RWQCB staff have indicated that the expectation is for Trash Amendment information to be a part of each Copermittee's JRMP Annual Report Form submittal, and the Team can help facilitate presentation of this information for the WQIP Annual Report. 3.1.2.2 TMDL or Regulatory Required Documents I Submittals The CWMA is unique not only due to the six distinct hydrologic areas but also due to the various separate regulatory requirements. Data and information from the following regulatory efforts are required to be included in the WQIP Annual Report and will be requested from the respective Copermittee or applicable group of Copermittees. .. Loma Alta Slough Resolution R9-2014-0020 .. Moonlight Beach Bacteria TMDL .. Lake San Marcos Remediation It is important to note that the documents associated with the above regulatory implementation items are often not finalized or available for review and inclusion in the early phase of the WQIP Annual Report development schedule. In the past, the Team has worked with the respective Copermittees to ensure information is included in drafts and the final WQIP Annual Report. The Team will continue to provide this coordination as part of this project. 3.1.2.3 WQIP Strategy Implementation Updates and Progress toward Goals The Team developed and used jurisdictional reporting templates for the January 2018 WQIP Annual Report to facilitate data collection and reporting. Copermittee feedback on the forms were received and the necessary revisions, along with applicable updates, will be made before distribution to Copermittees under this project. The forms help to consolidate the applicable information on WQIP strategies and goals for each jurisdiction individually. Once the information is received, it will be compiled to present the implementation efforts for the watershed and individual hydrologic areas. 3.1.2.4 Monitoring Data, Information, and Assessments The CWMA monitoring contractor is responsible for providing Storm Water Monitoring Coalition (SMC), wet and dry weather data and information to the Watershed Coordinator in the form of three separate technical memorandums for incorporation into the WQIP Annual Report. Wood is the current monitoring contractor for the CWMA which will make the coordination to receive monitoring data and information seamless for our Team. MOE will receive the memorandums, review and provide quality control on the data before summarizing the information in the WQIP Annual Report. MOE established templates for producing the necessary data reviews and creating appropriate graphs and figures for the WQIP Annual Report and will use them for these efforts. Due to the timing of the monitoring programs, the SMC and wet weather monitoring technical memorandums will be provided to MOE by the monitoring consultant no later than August 31 , 2018 and the dry weather monitoring technical memorandum will be provided no later than October 30, 2018. With the dry weather season ending September 30, 2018 and the necessary timing of deliverables with review periods, the dry weather monitoring information, analysis and assessments will not be included in the first draft of the WQIP Annual Report. This information will be incorporated into the final draft of the WQIP Annual Report. The requests referenced in Sections 3.1.2.2 and 3.1.2.3 above, will also be used for special study data, information, and final reports as well as TMDL or regulatory required monitoring efforts. MOE will incorporate all the applicable monitoring information and summaries into the WQIP Annual Report. Wood will review the monitoring sections of the CWMA WQIP Annual Report final draft as part of this contract to ensure the accuracy and consistency of incorporating the monitoring technical memorandum information into the report. 3.1.2.5 Regional Implementation Efforts (including Integrated Regional Water Management Plan Efforts) There are numerous regional efforts that are undertaken by the CWMA Copermittees to implement effective and efficient water quality programs. This information will be requested from the County of San Diego and other identified jurisdictions by the Team for inclusion in the WQIP Annual Report. It is important to summarize and highlight these efforts to present the comprehe nsive 7 Exhibit "A" Carlsbad Watershed Management Area Water Quality Improvement Plan Coordinator and Annual Report Proposal May 4, 2018 implementation efforts in the watershed. The Team has a list of contacts and regional efforts developed from previous reporting efforts that can be used to ensure the appropriate information is included in the Annual Report. Sub-task Deliverables: The Team will prepare the following materials as part of the efforts for sub-sections described above: 1. Detailed project schedule based on Figure 1 for review and confirmation by the CWMA Copermittees 2. Revised jurisdictional reporting templates to collect WQIP strategy implementation updates and goal updates 3. Email correspondence with County of San Diego to request regional reporting items 4. Email correspondence to each jurisdiction detailing requested items and documents necessary for WQIP Annual Report development 5. Email correspondence with RWQCB staff on reporting information deadlines 6. Completed templates of consolidated reporting information 3.1 .3 WQIP Annual Report Draft Based on the data and information received through the process identified in Section 3.1.2 above, the Team will generate a draft WQIP Annual Report for review and comment. With our knowledge of Copermittee existing program implementation, the Team can work closely with individual Copermittees to determine desirable strategy highlights and presentation of progress toward goals for applicable hydrologic areas. The Team has existing templates for report structure and data consolidation that will facilitate efficiencies in developing the draft of the WQIP Annual Report. Unless comments or direction is received from RWQCB, CWMA Copermittees, or the region, the Team plans to use the format and structure of the 2018 WQIP Annual Report. Sub-task Deliverables: 1. WQIP Annual Report Draft 2. List of outstanding items of information needed from each CWMA Copermittee 3.1.4 WQIP Annual Report Final Draft The Team will incorporate, as appropriate, comments received on the Draft WQIP Annual Report or outstanding data and information that was received during the Draft comment period. The Team will create a response to comments document to catalog all the comments received and provide an accounting of how each was addressed. Sub-task Deliverables: 1. WQIP Annual Report Final Draft 2. Response to Comments Table for the WQIP Annual Report Draft 3. List of outstanding items of information needed from applicable CWMA Copermittee(s) 3.1.5 WQIP Annual Report Final The MOE Team will prepare a Final WQIP Annual Report for submittal to CWMA Copermittees a minimum 30 days prior to the due date of January 30, 2019. It is important to note that some documents or report items may not be ready by the proposed December 28, 2018 timeframe (Figure 1 ). The MOE team will discuss with the CWMA Copermittees how this may be addressed if applicable. Applicable GIS information associated with the Annual Report will also be provided and posted to the Regional Clearinghouse by MOE. Sub-task Deliverables: 1. Final CWMA WQIP Annual Report to the CWMA Copermittees by December 28, 2018 2. Final Draft CWMA WQIP Annual Report response to comments table 3. Final CWMA WQIP Annual Report submitted to RWQCB by January 30, 2018 4. Posting of report to Project Clean Water along with posting applicable GIS information by January 30, 2018 3.2 RFP Task 2: CWMA Copermittee Coordination MOE, as the current CWMA Coordinator, has continued to provide successful coordination and administrative services for the CWMA Copermittees under the WURMP from 2007 to 2013 and the WQIP from 2013 to the present time. These services have included setting monthly meetings, meeting facilitation, and the preparation and provision of meeting agendas and summary notes. As part of the Coordinator position, Kelly Ogawa has provided general coordination and lines of communication for ongoing activities throughout the CWMA in multiple forms including: recommending specific meeting agenda topics; facilitating discussions with Copermittees and RWQCB; and dissemination of information to watershed Copermittees. Kelly was instrumental in facilitating meetings with the CWMA Copermittees and RWQCB staff to complete the Carlsbad WMA WQIP from December 2015 through November 2016. While this was unexpected and unprecedented, the Team adjusted priorities and 8 Exhibit "A" Carlsbad Watershed Management Area Water Quality Improvement Plan Coordinator and Annual Report Proposal May 4, 2018 budget to accomplish weekly meetings and deliverables on behalf of the CWMA Copermittees. The Team's commitment to coordinating efforts for the watershed led to a WQIP used as an example by RWQCB staff for development of other WQIP(s). The Team will continue to deliver the same high-level service MOE has been providing for the past eleven years. Our approach to the task is to maintain cost effective coordination. This begins with close coordination with the Lead Copermittee to set meeting agendas and discuss pertinent issues for the CWMA Copermittees. Kelly will also communicate, for discussion with the CWMA Copermittees, regional and statewide issues that MOE is aware of through our various experiences and exposure. The Team is directly involved with other WMA groups, non-profit environmental groups, regulators and other stakeholders in the region. Through this involvement and experience, the Team will, as appropriate, coordinate with these groups on behalf of the CWMA Copermittees. Coordination may include correspondence, setting meetings, requests for review of CWMA documents, or to simply share information and receive input. The Team recognizes recent developments in the meeting procedures and group coordination and is prepared to provide Coordinator services in compliance with the Brown Act. Adherence to meeting and communication requirements will be ensured through close coordination with the CWMA Lead Copermittee as part of the monthly contract management meetings. MOE has been active in current Brown Act meeting discussions and has a proven track record of being flexible to satisfy Copermittee- needs to meet Brown Act requirements while the current Regional Memorandum of Understanding (MOU) is in place. Agendas will be drafted in accordance with the Brown Act format and provided to the CWMA Lead Copermittee for posting by the Carlsbad City Clerk prior to WQIP meetings (provided no later than the Thursday preceding the meeting date). Materials or draft documents necessary for decisions at the WQIP meetings will also be provided in advance. Meeting action summaries will be drafted detailing actions taken and provided to the CWMA Lead for review and posting . Additionally, the Team can assist the CWMA Lead and attorney in regional discussions for changes to the MOU Brown Act language or establishment of different workgroup meeting formats . As the CWMA Coordinator, Kelly will also ensure the Carlsbad Watershed page on the Regional Clearinghouse is up to date and make requested changes or updates to the website. This effort also includes checking links monthly for the Carlsbad Watershed webpage of the Regional Clearinghouse to ensure the links are working. If a link is broken, the Team will notify the respective Copermittee(s) for correction. Sub-task Deliverables include, at a minimum: 1. Meeting agendas distributed in accordance with Brown Act requirements; 2. Meeting action summaries that document actions taken by the CWMA Copermittees provided within one week of meetings or in accordance with Brown Act requirements; 3. Technical materials and draft documents for review and discussion by the group; and 4. Review of links on Regional Clearinghouse Carlsbad Watershed webpage, with notifications of broken links when applicable. 3.3 RFP Task 3: Miscellaneous Activities The Team proposes that the potential services to be provided under this task are performed on an as-needed basis with a not to exceed amount. Over the past few years, there have been tasks and items requested by the RWQCB that have resulted in unanticipated work items for the CWMA Copermittees. While the tasks could not be predicted , they were necessary to complete for the RWQCB's interpretation of compliance. As demonstrated through our project experience and resumes, our Team provides the necessary expertise and resources to successfully develop, coordinate, or implement any work efforts that may be necessary as part of this project. The work efforts that may be provided under this task can include a variety of options, including: .. Data coordination and/or analysis; .. Rigorous data analysis and/or modeling; .. Review and assessment of third party studies or reports; .. Background research; .. Guest speaker coordination; .. Watershed research; .. Coordinating comments from the CWMA for the MS4 Permit Reissuance Process; 9 .. TMDL requirements; .. Response(s) to RWQCB correspondence or requests; .. Preparation for regulatory hearings; .. Representation at reg ional meetings; .. Presentations; .. WQIP updates and associated tasks (public process, RWQCB coord ination); and .. Compilation and submittal of 303(d) delisting applications and/or basin plan amendments. Exhibit "A" Carlsbad Watershed Management Area Water Quality Improvement Plan Coordinator and Annual Report Proposal May 4, 2018 If the CWMA Copermittees deem it necessary for the Team to provide miscellaneous activity services, the Team will prepare a brief scope and fee estimate to be approved prior to initiating work. Apart from developing rigorous analysis or modeling, the proposed not to exceed amount for Task 3 services is $20,000. Due to the complexity of scoping rigorous analysis or modeling efforts, the Team requests that if CWMA Copermittees elect to perform a rigorous analysis or modeling, a more detailed process ensues to adequately scope and prepare cost estimates for such efforts. Our Team is capable and prepared to meet with the CWMA Copermittees to further discuss these options. 3.4 RFP Task 4: Contract Completion The MOE Team will provide, as requested and at the conclusion of the contract, electronic versions of the formal documents developed for the CWMA Copermittees. The documents will be provided in both PDF and original format, e.g., Microsoft Excel, Microsoft Word, AutoCAD, ArcGIS, etc. 4 Knowledge and Understanding of Local Environment and Issues The MOE Team consists of 100% local service providers whose aim is to provide timely and responsive services to the CWMA Lead Copermittee and staff of the CWMA jurisdictions. The Team's project manager, Kelly Ogawa, has been interfacing and providing services to jurisdictions of the CWMA for over nine years. This includes providing direct services to urban runoff programs, and coordinating and providing services to planning development and engineering departments throughout the CWMA. This broad spectrum of services provided over the years has given MOE a tremendous understanding of the local environment and issues. Kelly, during her time as a munici pal employee, led watershed efforts for the entire region. This experience brings a perspective that other consulting firms do not have. Being on the "inside" gives Kelly insights into challenges and opportunities that impact Copermittees. This experience also brings a sensitivity to what the CWMA Copermittees face on a day-to-day basis. The experience of preparing for presentations and meetings with and responding to elected officials, jurisdictional executive management, and a wide variety of jurisdictional departments provides the basis for this sensitivity. Since 2013, MOE has led the efforts of developing the Carlsbad WQIP and the 2018 Carlsbad WQIP Annual Report. Through coordination with CWMA Copermittees , MOE has developed strong working relationships with staff and gained an understanding of individual Copermittee needs. This local experience and knowledge of local government operations and management decisions that will influence contract tasks is invaluable for WQIP coordination efforts and Annual Report development. The Team has experience in working with the local stakeholders, such as the Carlsbad Watershed Network (CWN), and RWQCB staff assigned to the CWMA. Given the increased role of the RWQCB in the WQIP, this familiarity and experience is an asset to assist the CWMA Copermittees with communication and coord ination with the RWQCB as demonstrated over the course of the current Watershed Coordinator contract. In addition to the services Kelly and MOE have provided directly, our local Team has extensive knowledge of CWMA water quality and watershed management. The Team has been working in the Carlsbad watershed on water quality and watershed management issues for over 15 years. Our knowledge of the water quality issues is based on compiling, interpreting and presenting receiving water and MS4 outfall data from the Carlsbad Watershed through the Regional Monitoring Program, CWMA monitoring, Lagoon TMDL monitoring, and Lake San Marcos monitoring. This historical and current knowledge of watershed water quality is instrumental in interpreting and assessing water quality data, presentation of information, and discussions with stakeholders or the RWQCB. It is beneficial for the analysis and interpretation of data or information that may be requested to be reviewed by the RWQCB. Our Team can address these items for the CWMA in an efficient and effective manner based on a working knowledge of the Carlsbad Watershed and specific HA cond itions that drive water quality priorities. The MOE Team has a robust understanding of local laws, ordinances, regu lations, policies, requirements and permitting. MOE has drafted ordinances for local jurisdictional programs and led (as a Copermittee representative) Permit re-issuance efforts for the San Diego region during the 2013 Permit renewal process. The Team is abreast of federal and state programs that may impact local efforts and participates in a multitude of groups and organizations that provide insight to local programs. 5 Project Organization and Key Personnel The MOE Team is comprised of local technical experts in the field of urban runoff. All team members were selected for their knowledge of existing programs as well as their ability to be innovative. The organizational structure of the Team that will be providing professional services is provided below in Figure 2. The proposed staffing classifications of key personnel are identified in the chart below and anticipated levels of effort for each RFP task are included in the separately submitted Cost Estimate. 10 Exhibit "A" Cartsbad Watershed Management Area Water Quality Improvement Plan Coordinator and Annual Report Proposal May 4, 2018 The role of managing the Team will be within Kelly Ogawa's purview. As a strong project manager, Kelly will work closely with the CWMA Copermittees and the Team staff to ensure a high level of efficiency, effectiveness and standard of quality. Frequent and transparent communication with the Copermittees and Team will enable the project to progress with minimal issues, both technically and contractually. The Team members have the benefit of working successfully together on a variety of projects in recent years throughout the region. Kelly Ogawa has served as the project manager on other coordination and annual reporting efforts similar to this scope of work. MOE has two Principals, Mikhail and Kelly Ogawa, and both are committed to this project and ensuring the Team exceeds Copermittee expectations. Kelly is not and will not be managing other projects for the duration of this project, ensuring dedicated services to the CWMA Copermittees. MO ------- TECHNICAL ADVISOR AND QUALITY CONTROL LEAD Mikhail Ogawa PE, Principal Engineer Tim Murphy Project Manager CONSULTANT TEAM PROJECT MANAGER Kelly Ogawa Principal Scientist ,.-----OM0E ----wood. ------ Erica Keyser Associate Engineer Brett Gamble Senior Scientist Amanda Nelson Associate Scientist Dale Kang Assistant Engineer Roshan Christoph John Rudolph Associate Scientist Senior Aquatic Ecologist Jeremy Burns Associate Scientist Figure 2: MOE Team Organizational Chart Team Roles and Responsibilities MOE, as the prime consultant, will be the primary point of contact for the overall project -including project management, QA/QC, ensuring Team work products meet regulatory compliance, budget management and management of the subconsultant. MOE staff will be providing technical services in all tasks of the project, with an emphasis on coordination services and annual report document writing. Wood (subconsultant) staff will provide services in annual reporting tasks (reviewing monitoring and assessment information) and is available for applicable miscellaneous tasks. The proposed firms and staff are fully committed to completing the services required of this project. 11 Exhibit "A" Cartsbad Watershed Management Area Water Quality Improvement Plan Coordinator and Annual Report Proposal May 4, 2018 Quality Assurance and Quality Control MOE has a robust Quality Assurance/Quality Control (QNQC) process in place to assure its clients that adequate checking and screening of methodologies and results will occur during each level of the review process. The MOE QNQC process ensures clear communication between all entities involved during the life of the project. Mikhail Ogawa, our proposed QNQC Lead for this important project, will prepare a Project Control Plan to establish and define the project goals and objectives, methods, processes, project staff, organization, lines of communication, and other QC requirements that are necessary for the proper development and execution of this Project. The Project Control Plan will be updated as necessary as the project proceeds and will contain the following elements: .. General Information: • Project description and location -background, purpose, and objectives • Carlsbad Watershed Management Area -how this project relates to the CWMA Copermittees' objectives and available budget • Special considerations and information descriptions .. Task list and description of project milestones: • A list and description of each deliverable • Contract schedule for completion .. Staffing: by name, for each task, including who is tasked with carrying out the QC .. Schedule: for each task and QC review, including identification of precedent activities 11> Budget: by task for project production and QC review including labor, and other direct costs 11> Quality Control Plan .. Internal communications and coordination plans: ensures staff understands project details and timeline as well as lines of communication with Client and subconsultant 11> Client Communications Plan .. Document control plan: identifies the status of important documents and outlines which documents will be archived and the location of archives. The Client Communications Plan details the level of effort needed to ensure clear communication between the City of Carlsbad, CWMA Copermittees, MOE, and our subconsultant involved in the project. This Plan outlines contact information for all parties, and enables the project to progress with minimal issues, both technically and contractually. Communication involves relaying information on budget, schedule, and deliverables and promotes efficiency and effectiveness. Kelly Ogawa will be the lead communicator with the City of Carlsbad, CWMA Copermittees and our subconsultant; all communication will be directed through her unless otherwise noted or directed. Due to several entities being involved in this project, this eliminates the potential for miscommunication. Kelly Ogawa will provide the City of Carlsbad and CWMA Copermittees with updates of timelines and milestones to ensure that the project is completed according to plan as well as to keep staff apprised of document status. Mikhail Ogawa will prepare the Quality Control Plan (which forms part of the Project Control Plan), for all tasks related to this RFP, and he will ensure it is executed accordingly. At a minimum, the Quality Control Plan will contain the following elements: 11> The level of review that will be applied to each review; .. The project milestones that will require a QC review; 11> The type of reviews that need to be performed; and 11> A QC Review Log -used to track and document the entire QNQC process. Similar Team Project Experience The Team has extensive experience in working together and completing projects of similar scope and size. The projects identified in the fol lowing table demonstrate the depth and breadth of our relevant experience. Complete project descriptions for these projects are in the resumes of the identified T earn personnel. Resumes of key personnel are included in this proposal as Appendix A Subconsultant letters of commitment will be provided upon request. 12 Carlsbad Watershed Management Area Water Quality Improvement Plan Coordinator and Annual Report Proposal Experience of MOE T earn for Similar Projects Relevance Criteria Project MOE Team Similar Scope Staff Carlsbad WQIP The multi-year (five years) services provided by Coordinator Kelly Ogawa MOE included coordinator, annual reporting, and miscellaneous tasks similar to this RFP. Carlsbad WURMP The multi-year (six years) services provided by Coordinator Mikhail Ogawa MOE are similar to those requested in RFP. Water Quality Roshan Improvement Plans Christoph The multi-year (five years) services provided by and Implementation Jeremy Burns Wood included annual reporting and miscellaneous tasks similar to this RFP. for San Diego Region John Rudolph Long-Term The LTEA efforts in 2005 and 2011 assessed Effectiveness Mikhail Ogawa water quality conditions, sources and strategies Assessments (L TEAs) for the entire San Diego Region, including the CWMA. The multi-year services provided by MOE include Del Mar Clean Water Mikhail Ogawa source identification, strategy development, Program Management Kelly Ogawa management of jurisdictional programs and participation in watershed efforts, e.g., WQIPs, TMDLs. City of Solana Beach Mikhail Ogawa The multi-year services provided by MOE include Storm Water Program coordination and reporting efforts similar to this Support Brett Gamble RFP. Los Peiiasquitos This project carried a Copermittee/stakeholder Mock WQIP Mikhail Ogawa group through a mock WQIP development Development Process process and proposed hypothetical scenarios, targets and program elements. San Dieguito & Los The multi-year (eight years) project services provided by MOE for these two projects are Peiiasquitos WURMP Mikhail Ogawa similar to those requested in RFP: annual Support reporting and coordinator services. This program generated high quality data to model TMDLs for four coastal lagoons. The program consisted of QAPP development, Carlsbad Hydrologic Roshan rigorous wet and dry weather monitoring, data Unit Lagoon TMDL Christoph assessment and reporting and an evaluation of Monitoring Jeremy Burns delisting potential. Additionally, Wood participated in regional board meetings representing the interests of the responsible parties, and provided as-needed consulting services. Wood conducted a large multi-disciplinary, . region-wide harbor monitoring program and Port of San Diego prepared a detailed study report to present Regional Harbor findings to the RWQCB and Board of Harbor Monitoring Program John Rudolph Commissioners. The project services are similar (RHMP) to potential miscellaneous tasks such as thorough data analysis, sampling and analysis Plan/QAPP preparation, SQO assessment and habitat comparisons. 13 Exhibit "A" May 4, 2018 Dollar Value Client Contact lnfonnation Tim Murphy $539,240 City of Carlsbad (760)-602-7587 Elaine Lukey $168,540 City of Carlsbad (760)-602-2751 Brianna Menke $3.7M City of San Diego (858)-541-4314 Jon VanRhyn 2011 LTEA County of San $124,500 Diego (858) 495-5133 $230,000 Kathy Garcia annually City of Del Mar (858) 755-9313 Ron Borromeo City of Solana $122,000 Beach (858) 720-2487 Drew Kleis $18,000 City of San Diego (858) 541-4329 Staff no longer $325,000 working for jurisdictions Erik Steenblock $1 ,900,000 City of Encinitas (760) 943-2108 Phil Gibbons San Diego Unified $1,400,000 Port District (619) 725-6037 Exhibit "A" Carlsbad Watershed Management Area Water Quality Improvement Plan Coordinator and Annual Report Proposal May 4, 2018 6 Cost Estimate As required by RFP18-385ENV "CONTENTS OF PROPOSAL", the items in Section 7 Cost Estimate, including the proposed cost estimate and subconsultant list, are submitted in a separate envelope. 7 Statement of Unspecified Value-Added Offerings As previously stated, the MOE Team is comprised of select firms. Each firm and the proposed staffing for the project have trusted reputations and relationships with WQIP stakeholders including but not limited to: (1) non-profit environmental groups; (2) regulatory agencies, e.g., RWQCB; and (3) building industry representatives. These reputations and relationships provide added value to the CWMA Copermittees. Stakeholders are more likely to be confident in the necessary correspondence, interactions and work products of the MOE Team based on our existing reputations and relationships in the region. 8 Addenda to this Request for Proposals The MOE Team has not received addenda to RFP18-385ENV for Carlsbad Watershed Management Area (CWMA) San Diego Regional Water Quality Control Board (SDRWQCB) Order No. R9-2013-0001 (Order) Water Quality Improvement Plan (WQIP) Coordinator and Annual Report dated April 2018. 9 Exceptions to this Request for Proposals By submission of this proposal, the MOE Team certifies that it takes no exception to the contents of RFP18-385ENV, including the City of Carlsbad's Standard Professional Services Contract. 14 Exhibit "A" Appendix A Key Team Member Resumes .. MOE Exhibit "A" Kelly Ogawa Principal Scientist Ms. Ogawa has over 15 years of working experience with public agencies including the EDUCATION Cities of San Diego, Del Mar, San Marcos, and the County of San Diego. Ms. Ogawa has 8·5· Environmental Science worked on projects ranging in complexity from leading a regional Watershed Urban Runoff Management Program, to conducting water quality monitoring. She has experience in coordinating multi-jurisdictional storm water programs, providing TMDL Saint Mary's College of California program technical support, public agency staff training, and development and implementation of jurisdictional runoff programs and water quality improvement programs. Ms. Ogawa has performed jurisdictional, watershed, and regional program and report development services. M s. Ogawa has been an environmental consultant for over 13 years. Prior to that, she worked as a watershed planner for the County of San Diego, allowing her to have a municipal perspective when managing project and approaching tasks. In addition, Ms. Ogawa currently provides extension of staff services by assisting in the management of the City of Del Mar's Clean Water Program. The Clean Water Program is responsible for ensuring the implementation of the MS4 Permit which includes inspection services, data management, dry weather MS4 outfall discharge monitoring, TMDL implementation, TCBMP implementation, and special studies. Relevant experience includes: Carlsbad Watershed Management Area Water Quality Improvement Plan (WQIP) -Watershed Coordinator Services, Carlsbad Watershed Copermittees, Northern San Diego County, California -Ms. Ogawa currently provides watershed management services as the watershed coordinator for the cities of Carlsbad, Encinitas, Escondido, Oceanside, San Marcos, Solana Beach, Vista, and the County of San Diego. Ms. Ogawa provides technical assistance on WQIP development and implementation, collects and consolidates Copermittee watershed and jurisdictional data, and provides guidance on regulatory requirements through close interaction with Regional Water Quality Control Board staff. Ms. Ogawa facilitates watershed program implementation between the Copermittees and assists individual Copermittees with watershed strategies, goals, and assessment. City of Del Mar Clean Water Program, Del Mar, California -Ms. Ogawa has provided extension of staff services for the City of Del Mar's Clean Water Program for more than 10 years. Ms. Ogawa assists in managing the implementation and reporting of the program. Implementation of the program involves development of programs, studies, training or education based on revised regulations or program needs. She meets with City staff to provide monthly updates, conducts commercial, municipal, and residential patrol program inspections, dry and wet weather monitoring, TMDL implementation and monitoring, and assists the City on an as-needed basis -providing whatever service is requested. San Diego Bay Watershed Urban Runoff Management Program (WURMP) Annual Report Services, San Diego Bay Watershed Copermittees, San Diego, California -Ms. Ogawa assisted the San Diego Bay WURMP Copermittees in restructuring their Fiscal Year 2011 WURMP Annual Reports under the 2007 permit requirements in anticipation of future permit and TMDL requirements. Ms. Ogawa provided technical assistance on reporting requirements and coordinated the collection and consolidation of Exhibit "A" Kelly Ogawa Page 2 Copermittee watershed and jurisdictional data for Fiscal Years 2011 and 2012 reporting purposes. Ms. Ogawa also assisted the Copermittees with WURMP Annual Report database management and support. City of San Diego Storm Water Department -Ms. Ogawa assisted in the completion of the City of San Diego's Fiscal Years 2007 through 2012 JURMP Annual Reports and the Fiscal Year 2013 JRMP Annual Report. Development of the City's Annual Reports involved collecting departmental data and information, providing on-site presence, meeting with City staff, departmental coordination, streamlining data collection, and data management to ensure the accuracy and completion of the reports. Ms. Ogawa also assisted the City in the development of an updated annual reporting format to meet the City's goal of streamlining the annual report while maintaining permit reporting compliance. Long-Term Effectiveness Assessment, San Diego, California -Ms. Ogawa assisted the MOE project manager in the development of the San Diego Regional Copermittees 2011 Long-Term Effectiveness Assessment (LTEA). The LTEA continued to develop and implement a strategy for evaluating program effectiveness on a regional basis. Ms. Ogawa provided data analysis and review of assessment methods. ,., She also conducted literature resea rch and provided project QA/QC. This project has furthered Ms. Ogawa's expertise with respect to programmatic assessments. Additional experience is available upon request. f.'MOE MOE Mikhail P. Ogawa, P.E., QSD/QSP Principal Mr. Ogawa has over 20 years of working experience with public agencies including the Cities of Vista, San Diego, Del Mar, Solana Beach, San Marcos, Oceanside, Dana Point, Carlsbad, and the Counties of San Diego and Santa Barbara. He understands the necessity of keeping public agency projects on schedule and within bu dget. Mr. Ogawa has worked on projects ranging in complexity from the development and implementation of several NPDES/Stormwater/Urban Ru noff Management Programs, to development of a sediment management plan for a large reservoir. He has experience in environmental review, permitting and engineering design. He also has site development experience, including utility review, development of grading plans and facility layout. Additionally, Mr. Ogawa has performed development review services, including discretionary review, conditioning, and plan checking for private developments, commercial, industrial, single family residences and municipal capital improvement projects. His diverse experience coupled with his focus in Water Quality gives him the big picture perspective on jurisdictions and what it takes to meet program requirements. In addition to the experience that Mr. Ogawa has obtained through his diverse project history, he has developed solid working relationships with Regional Water Quality Control Board staff. These relationships have proven valuable when seeking to obtain information and clarificat ion about water quality and permitting issues. Relevant experience includes: Exhibit "A" EDUCATION M.S. Civil & Environmental Engineering San Diego State University B.S. Equivalent, Civil & Environmental Engineering San Diego State University B.S. Aerospace Engineering San Diego State University REGISTRATION Professional Engineer- Civil Engineering State of California C59603 CERTIFICATIONS CASOA Qualified SWPPP Developer, QSD #20408 Carlsbad Watershed -Watershed Coordinator, Carlsbad, California -Mr. Ogawa provided technical support to the Copermittees in the Carlsbad Watershed for their Watershed Urban Runoff Management Program and Water Quality Improvement Plan (WQIP) development. The support includes program development, coordination of the Copermittees, setting and facilitating meeting agendas, development of watershed activities, and annual reporting. Mr. Ogawa has played a role in the refinement of the Ca rlsbad Watershed management processes and re-evaluation of the program direction based upon the knowledge of the watershed, sources and water quality data. Mr. Ogawa led the development of the WQIP in 2013-2015. The complex project included assessments of existing wat er quality, development of key strategies and identification of combinations of strategies that would be effective at addressing water quality conditions in the watershed management areas. City of Vista Storm Water Program, Vista, California -Mr. Ogawa provided as-needed practical technical support services to the City of Vista's storm water program. These services were provided continuously between 2004 and 2017. In general, services included: 1) Preparation of the City's jurisdictional stormwater programs (JURMP and JRMP); 2) Channel maintenance support; 3) MS4 and open channel system evaluations and mapping; 4) Developing City department specific stormwater implementation manuals; 5) Support for enforcement, IDDE and special investigations. Through implementation of the services, Mr. Ogawa became familiar with both the geophysical features of the City and with City staff. This level of understanding provides insights into City functions and allows Mr. Ogawa the ability to provide w hatever storm water related service is requested. Exhibit "A" Mikhail Ogawa Page 2 City of Del Mar Clean Water Program M anager: As the program manager for the City's Clean Water Program, Mikhail is responsible for the program development, implementation and reporting. The program is t he compliance program for the regional MS4 Municipal Urban Runoff NPDES permit. The program includes education and outreach, co nstruction, monitoring, inspection and assessment components. Long-Term Effectiveness Assessment, San Diego, California -Mr. Ogawa served as the project manager and primary author of the San Diego Regional Copermittees 2011 Long-Term Effectiveness Assessment (LTEA). The LTEA continued to develop and implement a strategy for evaluating program effectiveness on a regional basis. This project has furthered Mr. Ogawa's expertise with respect to programmatic assessments. City of San M arcos Stormwater Program, San Marcos, California -Mr. Ogawa was t he project manager for developing the San Marcos Urban Runoff Management Program and has assisted the City with program management, implementation, and reporting of t heir program. Implementation of the San Marcos program involved meeting with City staff to develop implementation tools, private and capital project development review, training City staff and assisting the City on an as-needed basis -providing whatever service is requested. Annual reporting for the program included assessment of the effectiveness of the jurisdictional and watershed programs. Mr. Ogawa also provides stormwater construction inspection training services to the City staff, including construction inspectors and code enforcement officers. Los Penasquitos Mock WQIP Development Process, City of San Diego Mikhail was the Project Manager and primary driver behind this breakthrough project. This project brought stakeholder, regu lators and Copermittees together to navigate through the processes required to develop a WQIP per the then draft version of t he new MS4 Permit. The new paradigm of the permit raised many unknowns for the collective group. To explore these unknowns, MOE prepared and presented scenarios and findings from the existing library of documents that have been recently developed containing data and information relevant to t he WQIP development process. For each step of the WQIP development process MOE presented: identification of existing data and information that supports the WQIP element development; rationale for identifying and developing each of the required items for WQIPs including, priority water quality conditions, numeric goals and schedules, strategies and monitoring/assessment approaches. The Mock process was va lued by all participants and influenced the final form of the MS4 Permit. City of San Diego Storm Water Department -Mikhail assisted in the preparation of the City of San Diego's Jurisdictional and Watershed Runoff Management Reports for seven years. Preparation of the City's Annual Reports involved collecting departmental data and information, providing on-site presence, meeting with City staff, departmental coordination, and data management to ensure the accuracy and completion of t he reports. Mikhail also led several special studies for the City wit h respect to non- structura l BMP implementation effectiveness and efficiency. The outcomes of these projects initiated a new way of performing required activities that are both compliant with permit requirements and effective at water quality protection. Additional experience is available upon request. 0MOE MOE Brett Gamble, CESSWI, QSP Senior Scientist Mr. Gamble has over ten years of experience in the environmental consulting field, ranging from local fieldwork, constru ction site inspections, Storm Water Pollution Prevention Plan (SWPPP) development, surveying, and storm water sampling, to large- sca le environmental mitigation project management. He is proficient in construction management and environmental compliance monitoring, and has over eight years of experience in mapping utilizing GIS applications. Mr. Gamble is currently leading MOE support for multiple Responsible Agencies (RAs) within the Carlsbad Watershed Management Area. Relevant experience includes: Exhibit "A" EDUCATION B.S. Marine Biology UCLA CERTIFICATIONS Qualified SWPPP Practitioner (QSP) #24426, Exp. 7/27/2019 Certified Erosion, Sediment and Storm Water Inspector (CESSWI) #3103 WQIP and JRMP Annual Reporting, City of Solana Beach -Mr. Gamble led the Fiscal Year (FY) 2017 WQIP and JRMP Annual Reporting coordination for the City of Solana Beach. On behalf of the City, Mr. Gamble coordinated with the Carlsbad and San Dieguito WQIP leads to facilitate updates for the FY 2017 WQIP Annual Reports, collecting and analyzing data from various City Departments and summarizing the information to report current activities and progress made towards goals specified in the WQIPs. Additional jurisdictional activity data collected through coordination with City Staff were also analyzed to prepare the JRMP Annual Report for subsequent reporting to the R~gional Board. Bacteria TMDL Compliance Monitoring Report, City of Encinitas -Mr. Gamble lead the preparation of the 2016 and 2017 Final Compliance Monitoring Reports for the Moonlight Beach Bacteria TMDL, including the preparation of the project CEDEN EDD (Electronic Data Deliverables). To successfully complete this task, the MOE team analyzed historical and current exceedance frequencies, as well as weather station data analysis to determine TMDL co mpliance. The compliance reports included an executive summary and described the sam ple collection methods, sampling events, dat a quality, exceedance frequencies, and progress toward meeting TMDL numeric targets based on monitoring data at Cottonwood Creek Outlet monitoring station. Mr. Gamble performed the QA/QC for exceedance calculations and provided senior level review of the draft and final report at each stage prior to submittal, as well as the final preparation of the CED EN EDD. General MS4 Permit, Permanent BMP Program, and MS4 Outfall Monitoring Support, City of Encinitas, City of Solana Beach -Mr. Gamble leads implementation of monitoring programs and permanent BMP inspections and reporting for various Carlsbad WMA RAs. Duties include inspections at Priority Development Projects (PDPs) for new and existing permanent treatment control BMPs, GIS updates, program evaluations, owner self-certifications, and annual reporting. MS4 outfall support includes identification of storm drain outfalls and conveyances, water quality sampling and lab coordination, as well as analytical res ults reporting. Mr. Gamble also supervises support personnel to ensure deliverables are completed within project timeframes and under budget. Mr. Gamble has also coordinated directly as- needed with Regional Board Staff to fulfill requests such as the recent City GIS file access and distribution. MS4 Outfall Monitoring, Special Study, and IC/ID Patrols, City of San Marcos-Mr. Gamble is the project manager for the City's development and implementation of MS4 outfall monitoring and special study as required by the current MS4 Permit and Carlsbad WQIP. To complete the project, Mr. Gamble coordinated Exhibit "A" Brett Gamble Page 2 with City staff to identify and prioritize the City's major MS4 outfalls to complete the two rounds of field screenings, as well as the required analytical sampling and monitoring at the five highest priority MS4 outfalls. The project also includes a special study component, where flow monitoring and loading are calculated at the five highest priority outfalls, as well as focused patrols to identify potential sources of runoff contributing to the non-storm water flows at the MS4 monitoring stations. Trash Amendments Compliance Support, City of Solana Beach -Mr. Gamble has led the regulatory guidance on the regional Trash Amendments for the City of Solana Beach. This includes a compliance analysis between the two track options through City staff reports and performance of GIS analyses, as well as identification of Priority Land Use (PLU) areas and full capture systems appropriate for the City's MS4 network. Mr. Gamble is engaged with and advises City staff on the appropriate trash capturing implementation measures and costs affiliated with design, installation, and O&M of structural systems. He continues to meet with City staff to discu ss options and cost estimates, as well as providing support for City Council attendance on an as-needed basis. Current activities include fieldwork to evaluate areas within the City's PLUs and prioritization of full ca pture installations to support t he City's efforts for full compliance prior to the December 2018 deadline. Permanent BMP Program Inspections, Public Works Permanent BMP Inspection and Maintenance Manual, City of Vista -Mr. Gamble managed staff to complete permanent BMP inspections for the City of Vista as part of the City's annual verification program. Inspections included identification of BMPs installed at public and private PDPs located throughout the City, evaluation of the BMPs in the field, and logging the inspection information in Cityworks. Representative photos were taken for each BMP and uploaded as part of the Cityworks inspect ion records, and permanent BMPs requiring maintenance were flagged for follow-up in the Cityworks application. Mr. Gamble also led the development of a guidance manual of public permanent BMPs for the City of Vista's Public Works Department. The manual was developed to assist with the quarterly inspection and maintenance of each City-owned BMP, and included information on location, access, safety considerations, maintenance, and evaluation procedures specific to each public BMP within the City's inventory. The project included extensive fieldwork reconnaissance and documentation of all City-owned structural BMPs, combined with close coordination with City staff to successfully complete the project within schedule and budget constraints. Clean Water Program Assistance, City of Del Mar -Mr. Gamble has assisted in the day-to-day operations as part of the City of Del Mar's Clean Water Program. He ha s extensive experience performing constru ction site inspections to achieve and maintain co mpliance with MS4 Permit and statewide Construction Genera l Permit (CGP). Support included site inspections, detailed logging of inspection observations, coordination with individual contractors at active construction sites, follow-up inspections to ensure compliance, and enforcement proceedings when required. Mr. Gamble also maintained the City's active construction inventory and en sured contractors have obtained all necessary permits. Mr. Gamble performed water quality sampling, conducted municipal and commercial/industrial inspections, and investigated and abated illegal connections and illicit discharges based on citizen complaints for the City. He also routinely patrolled the City's commercial arterials and residential areas for storm water violations and filed all information into an on line database generated for the program. Additional experience is available upon request. 0MOE MOE Amanda Nelson Associate Scientist Exhibit "A" Ms. Nelson has over four yea rs of experience in water resources and environmental EDUCATION consulting since graduating from the University of San Diego in May of 2013. She has B.A. Environmental Science worked with public agencies including the Cities of Del Mar, Carlsbad, Encinitas, university of Esco ndido, Oceanside, Sa n Marcos, Solana Beach, Vista, San Diego, and the County of San Diego San Diego and utility compa nies such as San Diego Gas and Electric and Southern California Edison. Ms. Nelson has worked on projects ranging in co mplexity from aiding in Water Quality Improvement Plan (WQIP) development, to conducting water quality monitoring. Ms. Nelso n has been the lead coordinator for jurisdictional stormwat er program management activties. As a lead member, she has had the responsibility of organizing and conducting field screening and outfall monitoring; analytical monitoring; existing development drive-by and property-based patrols; performing constru ction site inspections for residential properties, capital improvement projects (CIP), and projects with coverage under t he Construction General Permit; management of structural best management practice (BMP)/treatment control self-verification program and inspections; urban runoff re port investigations, source det ermination, and enforcement; staff training; and watershed report development. Ms. Nelson has also gained experience utlizing information technology tools such as Trakit and Cityworks to research development permits, generate work orders, track inspections, and produce reports. Relevant work experience includes: Carlsbad Water Quality Improvement Plan (WQIP), Northern San Diego County, CA-Ms. Nelson assisted in the Carlsbad Water Quality Improvement Plan process. Development of the Ca rlsbad Watershed Management Area's WQIP involved co llecting Copermittee and public data and information, streamlining data collection for the purpose of creating condition, source, and strategy tables, an d data management to ensure the accuracy and completion of reports. In addition, Ms. Nelson aided in the orga nization of public workshops and Consultation Panel briefings and has also conducted analys is of shoreline and sewer agency data to determine constituent exceedances. City of Del Mar Clean Water Program, Del Mar, California -Ms. Nelson serves as task manager for the City of Del Mar's Clean Water Program. In this role, she has gained experience in preparing Jurisdictional Runoff Management Plan (JRMP) Annual Reports over a number of years. This task includes obtaining data and information from databases and performing analyses to obtain metrics for each report of the respective watersheds. Ms. Nelson has al so assisted in reviewing and providing data for the Los Penasquitos and San Dieguito WQIP Annual Reports. In addition to report development, Ms. Nelso n has performed and coordinates monitoring and inspections of the City's active construction projects (residential and CIP), existing development (residential, co mmercial, industria l, and municipal) areas, treatment control and structural best management practices (BMPs), and the City's major and minor outfalls. Ad ditional duties include preparing and facilitating City staff t ra inings in illegal connection/illicit discharge (IC/ID) identification and proper BMP implementation. Throughout this process, Ms. Nelson has built a rapport with residents, business owners, and City of Del Mar staff to discuss proper storm water protection measures. City of Escondido As-Needed Inspection Services, Escondido, California -Ms. Nelson serves as project manager for As-Needed Inspection Services for the City of Escondido, which includes treatment control Exhibit "A" Amanda Nelson Page 2 BMP and monthly, pre-, and post-rain construction inspections. Ms. Nelson manages the project's budget, providing bi-weekly updates to City staff, and coordinates inspections based on internal staff availability. Additiona l tasks involve corresponding with City staff regarding investigation resu lts and enforcement, reviewing inspection reports, and providing staff trainings for proper BMP implementation. City of San Marcos MS4 Outfall Monitoring, Special Study, and IC/ID Patrols, San Marcos, California - Ms. Nelson assisted in the City's development and implementation of MS4 outfall monitoring and special study as re quired by the current Municipal Permit . To complete the project, Ms. Nelson assisted in identifying and prioritizing the City's major MS4 outfalls and provided field support to complete two rounds of field screenings, as well as t he required analyt ical sampling and monitoring at the five highest priority MS4 outfalls. This activity al so included performing upstream source investigations for outfalls t hat were observed to have non-storm water flows. Ms. Nelson also assisted in the special study component, where flow monitoring and loading are calcu lated at the five highest priority outfalls. This task involved coordination of staff resources to conduct daily off-hour patrols to identify potential sources of runoff contributing to the flow at the MS4 monitoring stations. Permanent BMP Program and MS4 Outfall Monitoring Support, City of Encinitas, City of San M arcos, and City of Solana Beach -Ms. Nelson assists with t he implementation of monitoring programs and permanent BMP self-verification tracking and reporting for various North County Copermittees. Duties include tracking and correspondence with owners regarding treat ment control BMP se lf-verification submittals, generating work orders in Cityworks for inspections, program evaluations, and annual reporting. MS4 outfall support includes identification of storm drain outfalls and conveyances, visual outfall monitoring, flow determination and estimations, trash assessments, water quality sampling, and analytical result reporting. This program includes upstream investigations to identify potential so urces of pollutants and IC/IDs, along with education and outreach to homeowners, private businesses, and municipal staff. Support for the City of San Marcos includes specia l st udy implementation to monitor and identify dry weather flows from persistently flowing projects. City of Del Mar -Dry Weather Monitoring, Del Mar, California -Ms. Nelson assists in the field-sampling efforts for determining discharge rates, conducting field measurements, collecting water quality-samples, and recording environmental observations in compliance with the Municipal Permit. This program involves characterizing dry-weather water quality flows and conditions at persistently flowing outfalls throughout the City. Monitoring locations are situated throughout the Los Penasquitos and San Dieguito watersheds. This program evaluates runoff contributions from municipa l, commercial, and residential land uses. Additional tasks include providing information is CEDEN compatible formats as well as performing analyses on data to be included in the WQIP Annual Reports. Additional experience is available upon request. 0MOE MOE Exhibit "A" Erica Keyser, EIT Associate Engineer Ms. Keyser is an Environmental Engineer who specializes in water resource EDUCATION management, watershed planning and surface water quality compliance. Her areas M.s., Hydrology, Colorado of specialty include Phase I and II MS4 permit compliance, strategic watershed school of Mines, 2011 planning, data management and analysis, TMDL development, nonpoint source B.s., Environmental pollution characterization and assessment, and best management practice/green infrastructure implementation. With an acade mic ba ckground in water quality Engineering, Manhattan College, 2009, Magna Cum Laude modeling and surface water and groundwater hydrology, Ms. Keyser has extensive PROFESSIONAL experience analyzing and interpreting program data and results from hydrologic AFFILIATIONS and water quality models t o identify optimal, cost-effective, watershed-based solutions for her clients. She has provided technical support and writing in watershed plans, modeling reports, TMDL reports, regulatory compliance California Stormwater Quality Association (CASOA) American Water documents and guidance documents for municipal, state, and federal clients. She Resources Association has significant technical experience in the development of key regulatory plans (AWRA) such as the Comprehensive Load Reduction Plans and Water Quality Improvement Tau Beta Pi (Engineering Honor Society Plans for several watershed management areas in Southern California and has continued to play a critical role in the implementation of these plans with several jurisdictions. She is an active member of California Stormwat er Quality Association (CASQA) and regularly participates in two subcommittees. As a former member of New York Water Environment Association, Ms. Keyser presented her research on the effects of urban runoff on the Saw Mill River at the 80th Annual New York Water Environment Association Conference in Febru ary of 2008. Relevant ex perience includes: Watershed Coordination and Support for the Carlsbad Watershed Management Area, Multiple Jurisdictions. 2017-2018. Ms. Keyse r has supported the Carlsbad WMA group through participation at monthly watershed WQIP meetings and development of the FYlS-16 and FY16-17 WQIP Annual Report submittals. For t he Annual Reports, Ms. Keyser compiled jurisdictional data, monitoring data, and project highlights as well as provided support in report writing. Ms. Keyser has also provided technical support in responding to the RWQCB's data request by preparing watershed GIS shapefiles for submittal. Evaluation of source contribution tools and methodologies -Information Database, CASQA, 2017. As technica l lead and project manager, Ms. Keyser developed a Source Contribution Information Database to aid the CASQA community in understa nding, managing, and measuring source contributions in their jurisd ictions and watersheds. The database is intended to compile resources ava ilable to watershed managers that can be used to assess pollutant source contributions and estimat e pollutant load reductions within their study areas. Ms. Keyser and her team evaluated numerous models (e.g., watershed models, stormwater models, BMP models), spreadsheet models, and other source evaluation tools and methodologies for applicability and use by stormwater program managers. Ms. Keyser's t echnical aptitude and eye for design were critical to producing an information-based database that is easy to use and ca n be easily expanded upon for future adaptations. Trash Amendments Compliance Support, Multiple Clients (City of La Mesa, City of Del Mar, City of Solana Beach), 2016-Present. Ms. Keyse r has provided regulatory guidance on the rece ntly adopted Trash Amendments to several municipalities in the San Diego region. Specifically, Ms. Keyser has provided regulatory support to her clie nts through compliance ana lysis reports, compliance planning documents, Exhibit "A" Erica Keyser Page 2 meetings, and continued support on the selection and implementation of full captu re systems and other treatment controls. Currently, Ms. Keyser is engaged with and advises City staff on the appropriate trash capturing implementation measures and costs affiliated with design, installation, and O&M of full capture systems. She is also working on a bulk cost agreement with multiple jurisdictions to secu re cost savings and product warranties on full capture syste ms. Water Quality Improvement Plans (WQIPs), San Diego Region MS4 Permit Responsible Agencies. 2014- 2015 -Previous Employer. Ms. Keyser provided technical support in the development of the WQIPs for City of San Diego and ten San Diego Region Phase I MS4 Permittees (San Diego County, City of La Mesa, City of Poway, City of Lemon Grove, etc.). Ms. Keyse r assisted in the development of numeric goa ls, supported modeling of nonstructural and structural strategies and developed implementation schedules for Los Penasquitos River, San Dieguito River, Mission Bay, San Diego River, San Diego Bay and Tijuana River WQIPs. Ms. Keyser played a pivotal role in interpreting model results and phasing implementation of optimal strategies to meet interim and final TMDL water quality goals. Watershed-wide strategies presented to meet water quality goals include nonstructural controls, distributed and regional green infrastructure, green streets, stream restoration, and lagoon restorations. Comprehensive Load Reduction Plans (CLRPs) for Watersheds in San Diego Region, Phase I and II, San Diego Region MS4 Permit Responsible Parties, 2011-2013 -Previous Employer. Ms. Keyser provided significant technical support in the development of Phase I and Phase II CLRPs for six watershed management areas serving up to ten municipalities within the San Diego Region. These comprehensive, watershed-wide plans identified activities, schedu les, and water quality objectives to comply with multiple TMDLs and address all 303(d) listed pollutants within each watershed. For Phase I, Ms. Keyser prepared a pollutant source characterization of each watershed and performed the selection and prioritization of project sites for structural Low Development Impact BMPs. For Phase II, Ms. Keyser provided technical assistance in analyzing structural and non-structural BMP model results to develop a cost-effective BMP implementation strategy. Specific t asks focused on developing and maintaining databases of structural and non-structural activities (e.g., street sweeping and catch ba sin cleaning) for several munici palities with regards to implementation effort, cost, and estimated load removal. Ms. Keyser's comprehensive data management of implementation activities and programmatic costs was pivotal in developing a watershed-wide plan that centered on cost-effective pollutant load reduction solutions. Phase I MS4 Permit Support, City of San Diego, 2012-2015. Ms. Keyser provided technical assistance to support the City of San Diego in complying with the 2013 M S4 Permit. Ms. Keyser assisted in the development and maintenance of the City of San Diego cost database. Maintenance and management of this database required extensive knowledge of the WQIP goa ls and strategies, City's programmatic roles, responsibilities, and financial commitment by department, and technical understanding of the database's functions and processes. Ms. Keyser also provided technica l guidance and management over the implementation of the City's catch basin cleaning and street sweeping programs and coordinated with sub-consultants to ensure proper and adequate program implementation recommendations are presented and that the implementation will meet committed load reduction goals as outlined in the WQIPs. Ms. Keyser played a critical role in interpreting and translating WQIP model outputs into strategic implementation to meet interim and fina l water quality goals. 0MOE MOE Da Yeol Kang Assistant Engineer Mr. Kang has worked with public agencies including the Cities of Carlsbad, Del Mar, San Diego, and Solana Beach. Mr. Kang has worked on projects ranging in complexity from Water Quality Improvement Plan development to conducting water quality monitoring. He has experience in data analysis, outfall monitoring, and report generation. Relevant work experience includes: Exhibit "A" EDUCATION B.S. Environmental Engineering University of California, San Diego Carlsbad Water Quality Improvement Plan (WQIP), Carlsbad Watershed Copermittees, Northern San Diego County, CA-Mr. Kang assisted in the completion of the January 2018 Carlsbad WQIP Annual Report through comprehensive review for quality assurance and finalization. He also provided document support services to incorporate the Escondido Creek Hydromodification Exemption into the WQIP Update. City of Del Mar Clean Water Program, Del Mar, CA-Mr. Kang assists in the implementation of the City's Clean Water Program by conducting MS4 outfall monitoring, bacteria TMDL dry weather compliance monitoring, illegal discharge and illicit connections investigations, source identification, data collection and analysis, and education and outreach for city staff and residents. Mr. Kang also performs patrols of the City's construction sites and municipal, residential and commercial areas to ensure regulatory compliance. Source Contribution Tools and Methodologies, CASQA -Mr. Kang assisted the project manager in the development of the Source Contribution Database with research and compatibility evaluation of stormwater management programs with various tools and methodologies. Water quality models were analyzed across type, scale, specific watershed focus, initial cost, number of sources measurable, how source contributions and pollutant load removals were assessed, user input, model output, website accessibility, considerations, and additional features. This information was compiled to an Access Database, in which Mr. Kang provided key technical support with Access macroinstruction writing to fix consistently occurring query issues. Other duties included technical support between Excel and Access, data transmittal, and troubleshooting visual errors in query outputs. Additional experience is available upon request. Exhibit "A" Roshan Christoph, CPSWQ Associate Scientist wood. Qualifications Education Bachelor of Arts, Environmental Studies Certifications/Training Certified Professional in Storm Water Quality CA Rapid Assessment (CRAM) Professional Summary Ms. Christoph has over 15 years of experience in receiving water characterization and storm water compliance for a variety of municipal and industrial clients. Her experience includes planning, sample collection, flow and pollutant source investigations, document preparation, regulatory support, and project management. Notable projects include working with eight stakeholders including the City of Carlsbad to implement the Carlsbad Watershed MS4 Monitoring and Assessment Program and to develop the 2017 Ca rlsbad Regional Monitoring Assessment Report (RMAR), which evaluated monitoring data under the new WQIP framework, Since 2016 she has been working with the City of San Diego to develop the Tiger Team Protocol and implementing the first two successful source investigations and abatements within 16 months. She has also developed and conducted monitoring to comply with existing bacteria TMDLs; assess future compliance; and characterize potential sources. She has provided recommendations on other permits and new regulations to better align with the MS4 Permit and Bacteria TMDL requirements on behalf of MS4 permittees. She has organized and facilitated stakeholder workgroups for monitoring programs, development of regional plans, and review of the MS4 permit. Prior to joining Wood, she worked with the City of Encinitas implementing storm water programs. Carlsbad WMA Water Quality Improvement Plan (WQIP) Monitoring and Assessment Program, Encinitas, CA Wood developed the Monitoring and Assessment Program for the Carlsbad Watershed Management Area (WMA) WQIP to meet the requirements of municipal NPDES Permit. Ms. Christoph is implementing the monitoring and assessment program in collaboration with MOE and Carlsbad WMA Stakeholders. Since 2016, Wood has conducted MS4 wet weather monitoring at eight high priority outfalls, dry weather SMC bioassessments, management and QA of wet and dry weather MS4 data and development of the CEDEN compatible EDDs. Ms. Christoph leads the monitoring assessments needed to support the WQIP Annual Report in accordance with the MS4 Permit. Ms. Christoph coordinated among other watersheds to support regional consistency in assessments and reporting. Wood developed the Carlsbad WMA Regional Monitoring and Assessment Report for the ROWD including a five year analysis of water quality data . ••• Exhibit "A" Roshan Christoph Associate Scientist wood. Tiger Team Investigations, City of San Diego, San Diego, CA As a Technical Advisor, Ms. Christoph developed the Tiger Team and standard operating procedures with the City of San Diego to investigate potential human fecal pollution throughout the City. The process plan identifies roles and responsibilities, coordinates multiple City departments, data and tasks needed, and the framework for field data collection to support an efficient investigation. The Tiger Team process has been implemented in two drainage areas Old-Town Morena and Tourmaline in the City and lead to identification of the source within two months of field investigation. Effort is ongoing but has already resulted in the identification and remediation of two major sources of human fecal pollution. Ms. Christoph helps the City re-prioritize areas for source investigations and develop follow up actions. As-Needed Regulatory Support, 2011-ongoing, City of San Diego, CA As Project Manager, Ms. Christoph assigns tasks to Wood team members and reviews all work products prior to submittal to the City. She reviews new regulations and policies on an as-needed basis summarizing storm water related concerns and developing comment letters on beha lf of the City. She reviews new policies such as the Enforcement Policy, Key Beneficial Uses and Areas, Priorities for the Triennial Review, and Practical Vision and provides key issues and guidance to the City. She drafted comment letters on the CAL TRANS and Phase II Permits, and Agricultural Waiver addressing inconsistencies with the MS4 Permit and the Bacteria TMDL. Newport Bay Fecal Coliform TMDL Support, City of Santa Ana, CA Ms. Christoph is providing on-call support for the City regarding the Newport Bay Fecal Coliform TMDL for SHELL and REC-1 currently under a Bacteria TMDL Reopener process with Stakeholders, Reg ion -8 Regional Board, and Non-Profit Entities. Ms. Christoph attends the Sta keholder meetings and serves as a consultant for City staff to answer any technical questions that may arise regarding analytical methods, water quality objectives, and existing Bacteria TMDLs. Wood is supporting the development of City strategies and long-term plan to address bacteria. Water Quality Improvement Plans for San Diego Watersheds, San Diego, CA Wood supported the development of WQIPs for four watersheds in San Diego County to meet the requirements of municipal NPDES Permit: San Dieguito, Los Penasquitos, Mission Bay, and San Diego Bay. In addition, Ms. Christoph supported the development of the Monitoring and Assessment Programs for San Luis Rey River, Carlsbad, and San Diego River Watersheds. Ms. Christoph developed an overarching process for the identification and prioritization of water quality conditions that can be applied to each individual watershed in a straightforward manner, while providing defensibility for public and SDRWQCB review. Carlsbad Hydrologic Unit Lagoon TMDL Monitoring, City of Encinitas, CA Ms. Christoph coordinated water quality monitoring, data assessment and reporting for the Lagoon TMDL Monitoring Program at four Carlsbad HU lagoons, Buena Vista Lagoon, Loma Alta Slough, Agua Hedionda Lagoon, and San Elijo Lagoon. Ms. Christoph attended Lagoon TMDL meetings to represent the interests of the Carlsbad Hydrologic Unit responsible parties and address questions by the RWQCB regarding the monitoring program. Worked with Stakeholders in a collaborative effort to develop t he Final Monitoring Report evaluating patterns in bacteria, nutrients, and sediment data during wet and dry weather conditions . • • • Exhibit "A" John Rudolph Senior Aquatic Ecologist wood. Qualifications Education Master of Science, Marine Ecology Bachelor of Arts, Ecology Certifications/Training PADI Open Water Diver Memberships/ Affiliations Society of Environmental Toxicology and Chemistry Local and National Chapters California Stormwater Quality Association North American Benthological Society Professional Summary Mr. Rudolph has over 19 years of experience managing a diversity of aquatic biology and ecology environmental programs for commercial, municipal, academic, and federal clients. Mr. Rudolph has specialized experience managing a variety of sediment dredge material and sed iment risk assessment programs for both public and private agencies, as well as the use of multiple lines of evidence (i.e. triad analysis) in sediment investigations, including State of California SQOs. He has extensive toxicology and benthic community aquatic ecology experience and an active participant in the Bight '13 Trawl and Benthic Infauna! Committees. Mr. Rudolph has successfully managed field programs ranging from small-scale point-source evaluations, to estuary sediment assessments, to full watershed assessments. In addition, he has been intimately involved in the Bight monitoring programs since 2003, serving on the toxicology technical committee for the previous two regional surveys (2003 and 2008). Port of San Diego, 2013 Regional Harbor Monitoring Program, San Diego, CA The Regional Harbor Monitoring Program (RHMP) is a large multi-disciplinary region-wide monitoring program in southern California including Dana Point Harbor, Oceanside Harbor, Mission Bay, and San Diego Bay. Mr. Rudolph served as manager and QA officer for all field efforts. This program is conducted in coordination with a southern California Bight-wide monitoring program managed by the Southern California Coastal Water Research Project (SCCWRP). The program included sediment chemistry, toxicity, and benthic infauna analyses at 75 sampling locations. Water column sampling, epibenthic demersal community analyses (using trawls), and special bioaccumulation studies are also being conducted as a part of the RHMP program. Food Web Sampling, Port of Los Angeles and Port of Long Beach, Harbor Waters, CA To fill key food web tissue chemistry data gaps associated with biota in the harbor, targeted fish and mussel tissue was collected and analyzed for total PCB and total DDT concentrations. Mr. Rudolph led the field effort to collect targeted primary indicator fish species for chemical analysis and bivalves at select locations from Consolidated Slip, Fish Harbor, Los Angeles Inner Harbor, Los Angeles Outer Harbor, and Long Beach Inner Harbor . • • • Exhibit "A" John Rudolph Bioassessment & CRAM wood. Lake Elsinore & Canyon Lake Nutrient TMDL Re-Opener Support, Lake Elsinore San Jacinto Watershed Authority, CA Wood and partner COM assissted the LE/CL Task Force with the opportunity to re-evaluate and revise numeric targets in the current Total Maximum Daily Load (TMDL) for both Lakes related to eutrophication and protection of biological resources. Updating the TMDL is important to reflect new information that has been collected since its initial adoption in 2004, and to re-evaluate progress following a number of significant BMPs that have been implemented in both lakes over the past decade. These efforts will facilitate better watershed planning and adaptive implementation. Biological Objectives Technical Support, City of San Diego, CA Beginning in 2010, the State Water Resources Control Board (State Board) set out to develop a statewide policy that would incorporate biological objectives and guidance on the use of benthic macroinvertebrate data in assessing impacts to aquatic life beneficial uses in perennial streams. In 2012, Mr. Rudolph participated in several State Board technical workgroups, helping develop several white papers on key technical issues, proposing definitions to be incorporated into the policy, and provide policy recommendations to the State Board. Mr. Rudolph assisted with several important technical components of the biological objectives policy implementation, including the identification of additional reference sites in the South Coast Xeric region and determining whether current macroinvertebrate scoring tools (i.e. CSCI and /or SoCal IBI) are appropriate for non-perennial streams. He has also served on the City's Causal Assessment scientific technical team for the San Diego River pilot study in support of the biological objectives policy development, and to confirm those results and refine the Causal Assessment framework. Of particular interest to the City was determining the impact of natural levels to Total Dissolved Solids (TDS) on benthic macroinvertebrates. Wood developed a two prong approach to answer this question given that TDS typically co-varies with many other pollutants in urban environments. Stormwater Monitoring Coalition (SMC) Bioassessment Monitoring Efforts, Riverside and San Diego Counties, CA In addition to conducting SWAMP bioassessments, Mr. Rudolph served as a program manager and lead scientist for in the fi rst training group for the first full-scale use of the new SWAMP periphyton bioassessment sampling protocol and CRAM techniques. His team is audited annually during the fiel d efforts for this program in all aspects of SWAMP bioassessment and CRAM methodologies by the State agency responsible for QAPP implementation under this program. Mr. Rudolph's primary responsibilities under this project are project management, coordinating and conducting bioassessments at numerous locations in Riverside and San Diego Counties annually, and reporting all data in a SWAMP compatible format with electronic data deliverables. Ambient Bay and Lagoon Monitoring, Santa Margarita River Estuary, CA For four years, Mr. Rudolph was the project manager for Ambient Bay and Lagoon Monitoring (ABLM) program in the Santa Margarita Estuary for Marine Corp Base Camp Pendleton. This program was conducted using methodology outlined in California's SQO program. Mr. Rudolph was responsible for coordination with environmental security base staff, proper permit acquisition, sed iment and water collection, data analysis and report writing. • •• Exhibit "A" Jeremy Burns, CPSWQ, QSP/D Associate Scientist wood. Qualifications Education Bachelor of Science, Ecology Certifications/Training Certified Professional of Storm Water Quality Qualified SWPPP Developer/Practitioner OSHA 40-Hour HAZW0PER , 8- Hour Supervisor, and Confined Space Entry Professional Summary Mr. Burns has over 17 years of experience in the water quality, sediment quality, and receiving water monitoring field. His experience includes sample collection, site installations, , instrumentation selection and implementation, document preparation, and project management Mr. Burns has worked with clients such as the City of Escondido, City of San Diego, County of San Diego, Caltrans, and Southern .California Coastal Water Research Project (SCCWRP). He is currently managing multiple storm water monitoring projects for the City and County of San Diego, some of which include working directly with City of San Diego staff for field work and working with the City's laboratory. Recently, Mr. Burris managed a multi-agency effort to develop a nutrient study plan addressing nutrient impairments at Hodges Reservoir. Mr. Burns provides a foundation of field sampling and instrumentation experience along with excellent rapport with clients to bring success and add value to projects he is involved with. WQIP Baseline Dry Weather Flow Monitoring, City of Escondido, CA Mr. Burns was the Project Manager for this study designed to collect low-flow data at the Oty's priority persistent flow outfall (HDG_102) within Escondido's focus area stated in the San Dieguito Creek Watershed Management Area (WMA) Water Quality Improvement Plan (WQIP). The data was used to develop the baseline dry-season flow values, assist the Oty in tracking progress in meeting WQIP goals, and provide information to assist in determining sources of existing dry weather flows. Mr. Burns was responsible for all aspects of the project, including permitting, design and installation of a custom v-notch weir, field visits and maintenance, data management and assessment, and delivery of a study technical memorandum . ••• Jeremy Burns, CPSWQ, QSP/D Associate Scientist Exhibit "A" wood. Wet Weather MS4 Outfall Monitoring for San Dieguito, Los Pefiasquitos, and Mission Bay Watershed Management Areas (WMAs), City of San Diego, San Diego, CA Project Manager for these three monitoring programs as required by the current San Diego Region MS4 Permit (Order No. R9-2013-0001, as amended by Order No. R9-2015-0001). Mr. Burns is responsible for permitting, installations, monitoring, data managecnent, and CEDEN EDD deliverables. He has designed a nimble approach to equipment installations, allowing for quick and efficient temporary installations during changing weather conditions, to ensure proper wet weather sample collection and complying with the City's MS4 Permit requirements. Mr. Burns has been managing these programs since 2015, which includes 16 outfalls throughout the three WMAs. Hodges Reservoir Nutrient Source Study Plan, San Diego, CA Mr. Burns is the Project Manager for the development of a Study Plan that includes a conceptual model for the complete system from the reservoir through the watershed. This project was driven by direction from the Regional Board that nutrient impairments within the reservoir should be addressed in addition to the highest priority water quality conditions stated in the San Dieguito WMA Water Quality Improvement Plan. The development of the Study Plan included development of a conceptual model providing a high-level assessment of potential nutrient transport pathways, a data gap analysis to assess previous and ongoing monitoring and future data needs as indicated by the conceptual model, and recommended monitoring to address data gaps. The long-term goal of this project is the development of a functional model that assesses nutrient transport from MS4s, direct and indirect tributaries, wetland function upstream of the reservoir, and internal cycling within the reservoir. Weir Design, Installation, and Low-Flow Monitoring, San Diego, CA Mr. Burns is the Project Manager for this study that measures dry weather flows at 30 sites throughout San Diego County for a five-month period. To accurately measure the very low flows, Mr. Burns and his team designed custom v-notch weirs to install inside pipes, on headwalls, and in channels. Water level loggers are installed behind the weirs and used to calculate flows through the weir. Field measurements are made throughout the monitoring to provide calibration points for final flow calculations. Mr. Burns and his team addressed concerns from County Flood Control of obstructions to flow in the MS4, by developing "breakaway" weirs. These weirs are held in-place by rated wires that break under specified loads. The wires were selected to break under water pressure loads experienced during high flow events (i.e., when the weir is over-topped). The current program is expanding to include telemetry at key sites, to allow for high flow alerts and near-real-time tracking to support a concurrent residential land use inspection program (conducted by Wood under separate TO). Carlsbad Hydrologic Unit Lagoon TMDL Monitoring, City of Encinitas, CA Associate Scientist: Water quality monitoring, data assessment and reporting for the Lagoon TMDL Monitoring Program at four Carlsbad HU lagoons, Buena Vista Lagoon, Loma Alta Slough, Agua Hedionda Lagoon, and San Elijo Lagoon. Analyzed the continuous flow data collected from mass emission stations, index and transect data collected within the lagoons, and ocean inlet data. Worked with Stakeholders in a collaborative effort to develop the Final Monitoring Report evaluating patterns in bacteria, nutrients, and sediment data during wet and dry weather conditions. • •• Exhibit "A" Appendix B · Hourly Rate Schedules MIKHAIL OGAWA ENGINEERING INC RATE SHEET RFP18-385ENV CARLSBAD WATERSHED MANAGEMENT AREA (CWMA) SAN DIEGO REGIONAL WATER QUALITY CONTROL BOARD {SDRWQCB) ORDER NO. R9-2013-0001 (PERMIT) WATER QUALITY IMPROVEMENT PLAN (WQIP) COORDINATOR AND ANNUAL REPORT EFFECTIVE JULY 1, 2018 ENGINEERING SERVICES Principal Engineer ............................................................. $145.00 Senior Engineer .................................................................. 135.00 Associate Engineer ............................................................. 121.00 Assistant Engineer .............................................................. 116.00 Student Engineer .................................................................. 55.00 ENVIRONMENTAL SCIENTIST SERVICES Principal Scientist ............................................................. $145.00 Senior Scientist ................................................................... 133.00 Associate Scientist .............................................................. 119.00 Assistant Scientist ............................................................... 114.00 Student Scientist. .................................................................. 55.00 EXPENSES AND OUTSIDE SERVICES In addition, identifiable non-salary costs that are directly attributable to the project such as reproduction costs, telephone cha rges, mileage, postage, etc., are billed at actual cost plus 5 percent. Fees for litigation and expert witness services will be charged at $450.00 per hour with a 4-hour minimum per day. Fees for subconsultant services provided are billed at actual cost plus 5 percent to cover overhead and administration. ) Exhibit "A" wood. Wood Environment & lnfyastructure Solutions, Inc. RFP18-385ENV Carlsbad Watershed Management Area (CWMA) San Diego Regional Water Quality Control Board (SDRWQCB) Order No. R9-2013-0001 (Permit) Water Quality Improvement Plan (WQJP) Coordinator and Annual Reoort PROFESSIONAL SERVICES The hourly labor rates set forth below are valid from April 2018. Client agrees to reimburse Wood Environment & Infrastructure Solutions, Inc. (formerly Amee Foster Wheeler) at one and one half times or two times the associated rate/hour for non-exempt staff when Wood E&IS, Inc. is required by statute to pay the associated overtime premium LABOR: CLIENT agrees to reimburse Wood E&IS, Inc. for all hours worked by professionals at the following categories and associated hourly labor rates. Charges for expert services will be at the hourly rates shown. However, for depositions and court appearances, CLIENT agrees to reimburse Wood E&IS, Inc. for all hours worked by professionals at the following classifications, but at two times the associated hourly labor rates. There will be a 4-hour minimum per-day charge for depositions and an 8-hour minimum per-day charge for court appea,rances. CONTRACT ROLE Principal (EngJSci.) Senior Associate ProgJProject Manager Associate EngJSci. Project Manager Senior Eng./SciJProject Manager Proj'ect Scientist Staff 3 Eng./Sci. Project Scientist Staff 2 Engineer/Scientist Project Scientist Staff 1 Engineer/Scientist Technician 6 Technician 5 Technician 4 Technician 3 Technician 2 Technician 1 Administrative Level 6 Administrative Level 5 Administrative Level 4 Administrative Level 3 Administrative Level 2 Administrative Level 1 RATE/HOUR $194.25 $173.25 $173.25 $157.50 $13125 $110.2.5 $99.75 $94.50 $84.00 $78.75 $68.25 $63.00 $52.50 $84.00 $78.75 $73.50 $63.00 $57.75 $52.50 OVERTIME $149.63 $141.75 $126.00 $118.13 $102.38 $94.50 $78.75 $126.00 $118.13 $110.25 $94.50 $86.63 $78.75 Wood J 9177 Sky Park Court I San Diego, CA 92123 IT: 858-278-3600 F: 858-278-5300 Exhibit "A" wood. OTHER DIRECT EXPENSES CLIENT agrees tp reimburse Wood E&IS, Inc. for all other direct expenses incurred at the following rates, except as otherwise specified by Wood E&IS, Inc. in its proposal: Travel Expenses: Transportation (mileage, air travel, car rental, etc.), lodging, meals, & incidental expenses. Subcontract Expenses: Supplies or services furnished to Wood E&IS, Inc. in support of project activities by any supplier or firm, except temporary agency or consultant staff charged at above hourly rates. Direct Expenses: Other expenses in support of project activities. At Cost At Cost At Cost Unit Pricing: Any unit pricing work, such as laboratory analysis, in-house equipment rental, etc. will be quoted separately INVOICES: Invoices will be rendered at least monthly, either as a final or partial billing, and will be payable upon receipt An additional late payment charge 'of 11/2% per month or the maximum charge allowed by law, whichev.er is less, will be payable on accounts not paid within 30 days from billing date. J Wood I 9177 Sky Parl< Court I San Diego, CA 92123 IT: 858-278-3600 F: 858~278-5300 Client#· 423948 MIKHAOGAWA1 ACORD™ CERTIFICATE OF LIABILITY INSURANCE I DATE (MM/DD/YYYY) 04/02/2018 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER($), 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 any rights to the certificate holder in lieu of such endorsement(s). PRODUCER ~R~i~cT Hubert Ang Marsh & McLennan Agency LLC F.AJ8.Nrfo, Ext!: 858 587-7495 I r..e~. No): 858-452-7530 Marsh & McLennan Ins. Agency LLC ~t't~~ss: hubert.ang@marshmma.com PO Box 85638 INSURER(S) AFFORDING COVERAGE NAIC# San Diego, CA 92186 INSURER A : Continental Casualty Company 20443 INSURED INSURER B : CompWest Insurance Company 12177 Mikhail Ogawa Engineering, Inc INSURER C : Progressive American Insurance Company 24252 Mikhhail Ogawa INSURER D: 2195 San Dieguito Drive, Suite 1 INSURER E: Del Mar, CA 92014 INSURER F: COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR TYPE OF INSURANCE ADDL SUBR POLICY EFF POLICY EXP LIMITS LTR INSR WVD POLICY NUMBER iMM/DD/YYYYl I iMM/DD/YYYY\ A X COMMERCIAL GENERAL LIABILITY 86045280643 04/01/2018 04/01/2015 EACH OCCURRENCE $1,000,000 -D CLAIMS-MADE [!] OCCUR s~~~~H9E~~~J.\=rPence) $300 000 - MED EXP (Any one person) $10,000 - PERSONAL & ADV INJURY $1,000,000 - GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $2,000,000 ~ DPRO-DLOC $2,000,000 POLICY JECT PRODUCTS -COMP/OP AGG OTHER: $ C AUTOMOBILE LIABILITY 029980541 05/01/2018 05/01/201S COMBINED SINGLE LIMIT $2,000,000 iEa accident\ -ANY AUTO BODILY INJURY (Per person) $ --OWNED SCHEDULED X AUTOS ONLY AUTOS BODILY INJURY (Per accident) $ -HIRED -NON-OWNED PROPERTY DAMAGE X AUTOS ONLY X AUTOS ONLY (Per accident) $1,000,000 --$ A X UMBRELLA LIAB ~ OCCUR 86045280688 04/01/2018 04/01/201S EACH OCCURRENCE $2,000 000 - EXCESS LIAB CLAIMS-MADE AGGREGATE $2,000 000 OED I XI RETENTION $ $ B WORKERS COMPENSATION WCV5501101 12/31/2017 12/31/2018 X l~~fTIITF I l~JH-AND EMPLOYERS' LIABILITY Y/N ANY PROPRIETOR/PARTNER/EXECUTIVE[y] E.L. EACH ACCIDENT $1 000 000 OFFICER/MEMBER EXCLUDED? y N/A (Mandatory in NH) E.L. DISEASE -EA EMPLOYEE $1,000,000 If yes, describe under E.L. DISEASE -POLICY LIMIT $1,000,000 DESCRIPTION OF OPERATIONS below A Errors & EEH254102631 04/01/2018 05/01/201S $2,000,000 Each Claim Omissions $4,000,000 Aggregate DESCRIPTION OF OPERATIONS/ LOCATIONS/ VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Certificate holder is additional insured with respect to general liability per attached endorsement. 30 day notice of cancellation. CERTIFICATE HOLDER CANCELLATION City of Carlsbad/CMWD SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN P.O. Box 4668 -ECM#35050 ACCORDANCE WITH THE POLICY PROVISIONS. New York, NY 10163 AUTHORIZED REPRESENTATIVE I ~ © 1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25 (2016/03) 1 of 1 The ACORD name and logo are registered marks of ACORD #S3396084/M3396081 WSMJB INSURED: Mikhail Ogawa Engineering, Inc POLICY#: B6045280643 ~NA POLICY PERIOD: 04/01/2018 TO 0410112019 SB-146932-E (Ed. 06/11) THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. BLANKET ADDITIONAL INSURED-LIABILITY EXTENSION This endorsement modifies insurance provided under the following: BUSINESSOWNERS LIABILITY COVERAGE FORM Coverage afforded under this extension of coverage endorsement does not apply to any person or organization covered as an additional insured on any other endorsement ncm or hereafter attached to this Policy. 1. ADDITIONAL INSURED -BLANKET VENDORS WHO IS AN INSURED is amended to include as an additional insured any person or organization (referred to below as vendor) with whom you agreed, because of a written contract or agreement to provide insurance, but only with respect to "bodily injury'' or "property damage" arising out of "your products" which are distributed or sold in the regular course of the vendor's business, subject to the following additional exclusions; 1. The insurance afforded the vendor does not apply to: a, "Bodily injury" or "property damage" for which the vendor is obligated to pay damages by reason of the assumption of liability in a contract or agreement. This exclusion does not apply to liability for damages that the vendor would have in the absence of the contract or agreement; b. Any express warranty unauthorized by you; c. Any physical or chemical change in the product made intentionally by the vendor; d. Repackaging, except when unpacked solely for the purpose of inspection, demonstration, testing, or the substitution of parts under instructions from the manufacturer, and then repackaged in the original container; e. Any failure to make 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; f. Demonstration, installation, servicing or repair operations, except such operations performed at the vendor's premises in connection with the sale of the product; g. Products which, after distribution or sale 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; or h. "Bodily injury" or "property damage" arising out of the sole negligence of the vendor for its SB-146932-E (Ed. 06/11) own acts or omission or those of its employees or anyone else acting on its behalf. However, this exclusion does not apply to: (1) The exceptions contained in Subparagraphs d. or f.; or (2) 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. 2. This insurance does not apply to any insured person or organization, from whom you have acquired such products, or any ingredient, part or container, entering into, accompanying or containing such products. 3. This provision 2. does not apply to any vendor included as an insured by an endorsement issued by us and made a part of this Policy, 4. This provision 2, does not apply if "bodily injury'' or "property damage" included within the "products- completed operations hazard" is excluded either by the provisions of the Policy or by endorsement. 2. MISCELLANEOUS ADDITIONAL INSUREDS WHO IS AN INSURED is amended to include as an insured any person or organization (called additional insured) described in paragraphs 2.a. through 2.h. below whom you are required to add as an additional insured on this policy under a written contract or agreement but the written contract or agreement must be: 1. Currently in effect or becoming effective during the term of this policy; and 2. Executed prior to the "bodily injury," "property damage" or "personal and advertising injury," but Only the following persons or organizations are additional insureds under this endorsement and coverage provided to such additional insureds is limited as provided herein; a, Additional Insured -Your Work That person or organization for whom you do work is an additional insured solely for liability Page 1 of 5 ~NA due to your negligence specifically resulting from your work for the additional insured which is the subject of the written contract or written agreement. No coverage applies to liability resulting from the sole negligence of the additional insured. The insurance provided to the additional insured is limited as follows: (1) The Limits of Insurance applicable to the additional insured are those specified in the written contract or written agreement or in the Declarations of this policy, whichever is less. These Limits of Insurance are inclusive of, and not in addition to, the Limits of Insurance shown in the Declarations. (2) The coverage provided to the additional insured by this endorsement and paragraph F.9. of the definition of "insured contract" under Liability and Medical Expenses Definitions do not apply to "bodily injury" or "property damage" arising out of the "products-completed operations haz.ard" unless required by the written contract or written agreement. (3) The insurance provided to the additional insured does not apply to "bodily injury," "property damage." or "personal and advertising injury" arising out of the rendering or failure to render any professional services. b. State or Political Subdivisions A state or political subdivision subject to the following provisions: (1) This insurance applies only with respect to the following hazards for which the state or political subdivision has issued a permit in connection with premises you own, rent, or control and to which this insurance applies: (a) The existence, maintenance, repair, construction, erection, or removal of advertising signs, awnings, canopies, cellar entrances, coal holes, driveways, manholes, marquees, hoistaway openings, sidewalk vaults, street banners, or decorations and similar exposures; or (b) The construction, erection, or removal of elevators; or (2) This insurance applies only with respect to operations performed by you or on your behalf for which the state or political subdivision has issued a permit. SB-146g32-E (Ed. 06111) SB-146g32-E (Ed. 06111) This insurance does not apply to "bodily injury," "property damage" or "personal and advertising injury'' arising out of operations performed for the state or municipality. c. Controlling Interest Any persons or organizations with a controlling interest in you but only with respect to their liability arising out of: (1) Their financial control of you; or (2) Premises they own, maintain or control while you lease or occupy these premises. This insurance does not apply to structural alterations, new construction and demolition operations performed by or for such additional insured. d. Managers or Lessors of Premises A manager or lessor of premises but only with respect to liability arising out of the ownership, maintenance or use of that specific part of the premises leased to you and subject to the following additional exclusions: This insurance does not apply to: (1) Any "occurrence" which takes place after you cease to be a tenant in that premises; or (2) Structural alterations, new construction or demolition operations performed by or on behalf of such additional insured. e. Mortgagee, Assignee or Receiver A mortgagee, assignee or receiver but only with respect to their liability as mortgagee, assignee, or receiver and arising out of the ownership, maintenance, or use of a premises by you. This insurance does not apply to structural alterations, new construction or demolition operations performed by or for such additional insured. f. Owners/Other Interests -Land is Leased An owner or other interest from whom land has been leased by you but only with respect to liability arising out of the ownership, maintenance or use of that specific part of the land leased to you and subject to the following additional exclusions: This insurance does not apply to: (1) Any "occurrence" which takes place after you cease to lease that land; or Page 2 of 5 ~NA (2) Structural alterations, new construction or demolition operations performed by or on behalf of such additional insured. g. Co-owner of Insured Premises A co-owner of a premises co-owned by you and covered under this insurance but only with respect to the co-owners liability as co- owner of such premises. h. Lessor of Equipment Any person or organization from whom you lease equipment. Such person or organization are insureds only with respect to their liability arising out of the maintenance, operation or use by you of equipment leased to you by such person or organization. A person's or organization's status as an insured under this endorsement ends when their written contract or agreement with you for such leased equipment ends. With respect to the insurance afforded these additional insureds, the following additional exclusions apply: This insurance does not apply: {1) To any "occurrence" which takes place after the equipment lease expires; or {2) To "bodily injury," "property damage" or "personal and advertising injury'' arising out of the sole negligence of such additional insured. Any insurance provided to an additional insured designated under paragraphs b. through h. above does not apply to "bodily injury" or "property damage" included within the "products-completed operations hazard." 3. The following is added to Paragraph H. of the BUSINESSOWNERS COMMON POLICY CONDITIONS: H. Other Insurance 4. This insurance is excess over any other insurance naming the additional insured as an insured whether primary, excess, contingent or on any other basis unless a written contract or written agreement specifically requires that this insurance be either primary or primary and noncontributing. 4. LEGAL LIABILITY -DAMAGE TO PREMISES A. Under B. Exclusions, 1. Applicable to Business Liability Coverage, Exclusion k. SB-146932-E (Ed. 06/11) SB-146932-E (Ed. 06/11) Damage To Property, is replaced by the following: k. Damage To Property "Property damage" to: 1. Property you own, rent or occupy, including any costs or expenses incurred by you, or any other person, organization or entity, for repair, replacement, enhancement, restoration or maintenance of such property for any reason, including prevention of injury to a person or damage to another's property; 2. Premises you sell, give away or abandon, if the "property damage" arises out of any part of those premises; 3. Property loaned to you; 4. Personal property in the care, custody or control of the insured; 5. That particular part of any real property on which you or any contractors or subcontractors working directly or indirectly in your behalf are performing operations, if the "property damage" arises out of those operations; or 6. That particular part of any property that must be restored, repaired or replaced because "your work" was incorrectly performed on it. Paragraph 2 of this exclusion does not apply if the premises are "your work" and were never occupied, rented or held for rental by you. Paragraphs 1, 3, and 4, of this exclusion do not apply to "property damage" (other than damage by fire or explosion) to premises: {1) rented to you: {2) temporarily occupied by you with the permission of the owner, or (3) to the contents of premises rented to you for a period of 7 or fewer consecutive days. A separate limit of insurance applies to Damage To Premises Rented To You as described in Section D -Liability and Medical Expenses Limits of Insurance. Page 3 of 5 Paragraphs 3, 4, 5, and 6 of this exclusion do not apply to liability assumed under a sidetrack agreement. Paragraph 6 of this exclusion does not apply to "property damage" included in the "products-wmpleted operations hazard." B. Under B. Exclusions, 1. Applicable to Business Liability Coverage, the last paragraph of 2. Exclusions is deleted and replaced by the following: Exclusions c, d, e, f, g, h, I, k, I, m, n, and o, do not apply to damage by fire to premises while rented to you or temporarily occupied by you with permission of the owner or to the contents of premises rented to you for a period of 7 or fewer consecutive days. A separate limit of insurance applies to this coverage as described in Section D. Liability And Medical Expenses Limits Of Insurance. C. The first Paragraph under item 5. Damage To Premises Rented To You Limit of Section D. Liability And Medical Expenses Limits Of Insurance is replaced by the following: The most we will pay under Business Liability for damages because of "property damage" to any one premises, while rented to you, or temporarily occupied by you, with the permission of the owner, including contents of such premises rented to you for a period of 7 or fewer consecutive days, is the Damage to Premises Rented to You limit shown in the Declaration. 5. Blanket Waiver of Subrogation We waive any right of recovery we may have against: a. Any person or organization with whom you have a written contract that requires such a waiver. 6. Broad Knowledge of Occurrence The following items are added to E. Businessowners General Liability Conditions in the Businessowners Liability Coverage Form: e. Paragraphs a. and b. apply to you or to any additional insured only when such "occurrence," offense, claim or "suit" is known to: (1) You or any additional insured that is an individual; SB-146932-E (Ed. 06/11) SB-146932-E (Ed. 06/11) (2) Any partner, if you or an additional insured is a partnership; (3) Any manager, if you or an additional insured is a limited liability company; (4) Any "executive officer" or insurance manager, if you or an additional insured is a corporation; (5) Any trustee, if you or an additional insured is a trust; or (6) Any elected or appointed official, if you or an additional insured is a political subdivision or public entity. This paragraph e. applies separately to you and any additional insured. 7. Bodily Injury Section F. Liability and Medical Expenses Definitions, item 3. "Bodily Injury" is deleted and replaced with the following: "Bodily injury" means bodily injury, sickness or disease sustained by a person, including death, humiliation, shock, mental anguish or mental injury by that person at any time which results as a consequence of the bodily injury, sickness or disease. 8. Expanded Personal and Advertising Injury Definition a. The following is added to Section F. Liability and Medical Expenses Definitions, item 14. Personal and Advertising Injury, in the Businessowners General Liability Coverage Form: h. Discrimination or humiliation that results in injury to the feelings or reputation of a natural person, but only if such discrimination or humiliation is: 1. Not done intentionally by or at the direction of: a. The insured; or b. Any "executive officer," director, stockholder, partner, member or manager (if you are a limited liability company) of the insured; and 2. Not directly or indirectly related to the employment, prospective employment, past employment or termination of employment of any person or person by any insured. b. The following is added to Exclusions, Section 8.: Page 4 of 5 ~NA (15) Discrimination Relating to Room, Dwelling or Premises Caused by discrimination directly or indirectly related to the sale, rental, lease or sub-lease or prospective sale, rental, lease or sub-lease of any room, dwelling or premises by or at the direction of any insured. (16) Fines or Penalties Fines or penalties levied or imposed by a governmental entity because of discrimination. c. This provision (Expanded Personal and Advertising Injury) does not apply if SB-146932-E (Ed. 06/11) SB-146932-E (Ed. 06/11) Personal and Advertising Injury Liability is excluded either by the provisions of the Policy or by endorsement. 9. Personal and Advertising Injury RHefined Section F. Liability and Medical Expenses Definitions, item 14, Personal Advertising Injury, Paragraph c. is replaced by the following: c. The wrongful eviction from, wrongful entry into, or invasion of the right of private occupancy of a room dwelling or premises that a person or organization occupies committed by or on behalf of it's owner, landlord or lessor. Page 5 of 5 INSURED: Mikhail Ogawa Engineering, Inc POLICY#: WCV5501101 POLICY PERIOD: 1213112017 TO: 1213112018 WORKERS COMPENSATION AND EMPLOYERS LIABILITY INSURANCE POLICY WC 99 03 13 C (Ed. 7-09) 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 reciuires you to obtain this agreement from us.) You must maintain payroll records accurately segregating the remuneration of your employ99s while engaged in the work described in the Schedule. The additional premium for this endorsement shall be $ Schedule Any person or organization that you perform work for that is liable for an injury, covered by this policy, that prior to the injury has written contract requiring a waiver of our right to recover from them. Person OJ Organization City of Carlsbad/CMWD P.O. Box 4668 -ECM#35050 New York, NY 10163 Job Description This EflOOrsement changes 1he policy to wh di :t is attadled an<: is effective on 1he date iss.ueo unless otherwise stated. (The information bPlow is l'P(!Uired only whl'fl this endorsement ~ ~sued subsequent 11:> preparation of the ~icy.) WC 99 03 13 C (Ed. 7-09)