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HomeMy WebLinkAboutAtkinsRealis USA Inc; 2023-12-11; PSA23-2031FACPSA23-2031FAC City Attorney Approved Version 12/28/2022 1 AMENDMENT NO. 1 TO EXTEND THE AGREEMENT FOR CITYWIDE FACILITY CONDITION ASSESSMENT AND FACILITY SYSTEM ASSET INVENTORY SERVICES WITH ATKINSRÉALIS USA, INC. This Amendment No. 1 is entered into and effective as of the _______ day of ___________________________, 2023, extending the agreement dated December 16, 2022 (the “Agreement”), by and between the City of Carlsbad, California, a municipal corporation, ("City"), and AtkinsRéalis USA, Inc., a Florida (“Contractor") (collectively, the “Parties”) for professional services and advice related to citywide facility condition assessment and facility system asset inventory services. RECITALS A. On October 12, 2023, Atkins North America, Inc., doing business as Faithful+Gould, a Florida corporation, filed an Articles of Amendment to Articles of Incorporation with the State of Florida (#233840) to change its legal name to AtkinsRéalis USA, Inc. B. The Parties entered into Assignment and Assumption Agreement (“Assignment Agreement”), which assigned the rights, duties and obligations of the Agreement from Atkins North America, Inc., doing business as Faithful+Gould to AtkinsRéalis USA, Inc. C. The Parties now desire to extend the Agreement for a period of one (1) year. NOW, THEREFORE, in consideration of these recitals and the mutual covenants contained herein, City and Contractor agree as follows: 1. The Agreement, as may have been amended from time to time, is hereby extended for a period of one (1) year until December 15, 2024. 2. All other provisions of the Agreement, as may have been amended from time to time, shall remain in full force and effect. 3. All requisite insurance policies to be maintained by the Contractor pursuant to the Agreement, as may have been amended from time to time, shall include coverage for this Amendment. 4. The individuals executing this Amendment and the instruments referenced 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 hereof of this Amendment. [signatures on following page] DocuSign Envelope ID: 63DB5AD3-1971-4DD2-BD11-820594408FAD December 11th PSA23-2031FAC City Attorney Approved Version 12/28/2022 2 CONTRACTOR CITY OF CARLSBAD, a municipal corporation of the State of California AtkinsRéalis USA, Inc., a Florida corporation By: By: (sign here) Scott Chadwick, City Manager Susan C. Reinhardt, VP and Treasurer (print name/title) ATTEST: By: (sign here) for Sherry Freisinger, City Clerk (print name/title) If required by City, proper notarial acknowledgment of execution by Contractor must be attached. If a corporation, Agreement must be signed by one corporate officer from each of the following two groups: Group A Group B Chairman, President, or Vice-President 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: CINDIE K. McMAHON, City Attorney BY: _____________________________ Deputy City Attorney DocuSign Envelope ID: 63DB5AD3-1971-4DD2-BD11-820594408FAD SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. INSURER(S) AFFORDING COVERAGE INSURER F : INSURER E : INSURER D : INSURER C : INSURER B : INSURER A : NAIC # NAME:CONTACT (A/C, No):FAX E-MAILADDRESS: PRODUCER (A/C, No, Ext):PHONE INSURED REVISION NUMBER:CERTIFICATE NUMBER:COVERAGES IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. OTHER: (Per accident) (Ea accident) $ $ N / A SUBR WVD ADDL INSD THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THISCERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. $ $ $ $PROPERTY DAMAGE BODILY INJURY (Per accident) BODILY INJURY (Per person) COMBINED SINGLE LIMIT AUTOS ONLY AUTOSAUTOS ONLY NON-OWNED SCHEDULEDOWNED ANY AUTO AUTOMOBILE LIABILITY Y / N WORKERS COMPENSATION AND EMPLOYERS' LIABILITY OFFICER/MEMBER EXCLUDED?(Mandatory in NH) DESCRIPTION OF OPERATIONS belowIf yes, describe under ANY PROPRIETOR/PARTNER/EXECUTIVE $ $ $ E.L. DISEASE - POLICY LIMIT E.L. DISEASE - EA EMPLOYEE E.L. EACH ACCIDENT EROTH-STATUTEPER LIMITS(MM/DD/YYYY)POLICY EXP(MM/DD/YYYY)POLICY EFFPOLICY NUMBERTYPE OF INSURANCELTRINSR DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) EXCESS LIAB UMBRELLA LIAB $EACH OCCURRENCE $AGGREGATE $ OCCUR CLAIMS-MADE DED RETENTION $ $PRODUCTS - COMP/OP AGG $GENERAL AGGREGATE $PERSONAL & ADV INJURY $MED EXP (Any one person) $EACH OCCURRENCE DAMAGE TO RENTED $PREMISES (Ea occurrence) COMMERCIAL GENERAL LIABILITY CLAIMS-MADE OCCUR GEN'L AGGREGATE LIMIT APPLIES PER: POLICY PRO-JECT LOC CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) CANCELLATION AUTHORIZED REPRESENTATIVE ACORD 25 (2016/03) © 1988-2016 ACORD CORPORATION. All rights reserved. CERTIFICATE HOLDER The ACORD name and logo are registered marks of ACORD HIREDAUTOS ONLY B 2,000,000 GLO0137576-09 X ATL-005469879-10 1,000,000 1,000,000 X 26247 1,000,000 of Marsh USA LLC ATLANTA, GA 30326 N X10/15/2023 5 10/15/2024 10/15/2024 BAP0137575-09 A 4,000,000 2,000,000 X American Guarantee & Liability Ins Co 1,000,000 X X City of Carlsbad is included as additional insured where required by written contract with respect to general liability and auto liability coverages. Waiver of subrogation is applicable where required by written contract 12/05/2023 NOC 10/15/2023 Re: Agreement No. : PSA23-2031FAC, Proposal No. RFP23-1888FAC; Citywide Facility Condition Assessment and Facility System Asset Inventory and conditions. X Carlsbad, CA 92008 City of Carlsbad/CMWD and subject to policy terms and conditions. This insurance is primary and non-contributory over any existing insurance and limited to liability arising out of the operations of the named insured subject to policy terms A CN102421774-Atkin-GAWU-23-24 50,000 10/15/2024 2,000,000 AUC9304209-21 4,000,000 16535 1,000,000 1,000,000 WC0137577-09 TWO ALLIANCE CENTER MARSH USA, LLC. X 3560 LENOX ROAD, SUITE 2400 4030 West Boy Scout Blvd. AtkinsRéalis USA, Inc. Tampa, FL 33607 Suite 700 X 10/15/2023 1635 Faraday Avenue 10/15/2023 A 10/15/2024 Zurich American Insurance Company DocuSign Envelope ID: 63DB5AD3-1971-4DD2-BD11-820594408FAD ACORD® I ~ I f--□ □ f-- f-- Fl □ □ f-- f--~ f--f-- f--f-- f--H I I I I I □ I ~ ~ DocuSign Envelope ID: 63DB5AD3-1971-4DD2-BD11-820594408FAD ~ Coverage Extension Endorse,nent ZURICH. l\lli-.')·fl.' .. -. ti£ On: olr\ll. li>..-. OJI< ,.~f :\:>I. Hf. O:t.: .. --.: C::.d. J'ro1b:c ){-.T. .',tlll'l. !'IC"~'? "R<,::n f':T.l'I . BAPC-1J75l5-(13 '0/15P~)23 ,o:1s:zc.2, 182'32HC• INCL THIS ENDORSEMENT CHANGES THE POLICY. f'LEASE READ IT CAREFULLY. This endorsement modifies insurance provided undor the: Business Auto Coverage Form Motor Carrior Covora.go Form A. Amended Vlho Is An Insured 1. TM f,.,llowng is added to tt-,e Who Is An Insured Provision in Section II -Covered Autos Liability Coverage. The follrming, Rr.; also "insureds': ~. Any "employe..;" of yours is ;in "ir,sured" ,,,hie usng a c:o,;ered "Ruto" you d:>n't own, hire or borrowfo· R:ns -pf.>tb rne(I •.~•ith.ln th.! sc:c:pe o: empbyme<nl b; yot. Any ·empro~•J'!e· of vours is also Rn ·1nsurej'' whi!F. ope·ating i;n .. auto·· hired or rented un(Er a c:ontr3c:I or ;;greement in Rn "emp(q•eJO!'S~ nane, with your pf.-lmis.~1c:n, while performing duties relAted to the conduc:tof your bUsiness. b. Any:me •;o!untl'!ering ~er,ic:ES to you s an "insured~ while using a co•.-.;re:i 'auto" you dc:n't o'l/n. hire or horm•11 to trAnspc:rt \•our d iF.-nts or ot/Jer ·persons ir, activities neces.<:;a,1• 1o \'Our business. c. Any:me elsf. ,,mofurnisnes An ·auto· rMe,en:::-ed 1n ParAgraptl.<; A.'i.a. a.nd A.1.b. 1n thisandorse.11F.nt. d. Whera ar,d 10 the extent permitted b;t law, any person(s} c:r c:rganiza1ioncs:, ,,Jhe·e ·equired b} written co,tn:ict or •1:rit!E.n agreement ,,.,ith you exl'!cutal prior 1o an),· "Ac:cidf.nf. including th:>se person(s'.• or orgAnization(s) directing ynur ·,,o·k pursuan: to such written oontrac:: o· •11rit1P.n agreerMnl with yc:u. provided thE. "ac:c dent" arises out of c:perations go•1E.tned by such oo,,tract or agrf.ement -and onl),• up to tie limits reqL•irM in 1he written cc:ntrac:: or written agreement. or the Limits of Insurance sh:.iwn i,1 the Oec:lan~tions. wt,ichever is E.Si>~ 2. TM follow ng 1s add..d :o lhf. Other Insurance Condrtron 1n the Business Auto C:>vera;ie Form and tne Other Insurance -Primary and Excess Insurance Provisions Condition 1n trie Moto· (;amerCoverage Form: Cc:erage :or ar,y persoi,(s} c:r organization(s>, •~•here required t:y written c:.in:raci: or 'llri:ten agr...eme,t wih )OU executed r:rior to any "ac6:lent", wm app1y on a prinary anc non-contr butory.t-asis and any insur.;nce maintlined b),• th.. additional "insured" will a:i,p}; on an ex!:lP➔ss :i,asi!'I. Hm~•e·,er in no e.,.ent 'Ifill this CO\lerage extf.nd beyond the tf.rms And oondtions of th~ Co•;er;;ge Form. 8. Amendment -Supplementary Payments Paragraphs a~2) and a.(4} of the Coverage Extensions Provision in Section II -Covered Autos liability Coverage are replaced b;t the U lbwing: (2) ur: to $-!>,(JOO for tl',e coSI of bail hond!'I 1)nc1w.1in;i bards for r~lRfed traff,c law ·.•iolation!'I) n.quired teCl'luse of an "accidenr· .ve c:c:ver. wed-> not ha·,e lo furni$h ti ese bonds. (') All reasonahlP. F.xpenses incurred by the "i,,sured" at our requast. induding actual !os."' of eaniings up tc: $500 R day ~r-.ause :>f :ime off from work. U·CA. .. 12•1-r C•!•' 10H4) ~::(Ill 1 r/, (;: DocuSign Envelope ID: 63DB5AD3-1971-4DD2-BD11-820594408FAD C. Fellow Employee Coverage Tho FoUow EmpJoyeo E>:closloo ::onlaioOO h Section 11 -Covorod Autos Liability Covorago doos,101 apply. D. Driver S8fety Program Liability and Ph)•Sical Damage Coverage 1. Tlla fo,llov/og is ad,jcd to mo Racing Exclusion in Section II -Covor8d Autos Liability CovoragG: 'fhis ex<:lul'liO'\ do~ nol 8r,p~· 10 c:ov~l'fd "Aulos" r,al'lil~ipAlins: in ft drive-• $afety pro;irarn e·,elll, ~uch AS, but llC>l JimitetJ 10, aul:'l or uuck t:'ldeo~ Alld other ft1.lo or I tuck Agility d~monstrat.lonf>. 2. Tllo folio•111)g is added lo ~ara9raph 2. ill thu Exclusion$ of Section HI -Physical Damag,a Coverago of nio Business Aulo Ccvoragc Fo,m and Pn,agraph 2.b. In tl\c EXCli$ions of Soclion IV ... Physie.31 Damago Cover ago of lllO Motor Ca,rier Coverage Form: This ex<:1uslo1 do~ n<JI 8f,pf~i to co ... ~re:1 "aulos~ r,8rlicipAlinQ in ft drive-.• SAfely program e·1e111, ~uch AS, but l'IC>l limi!e:1 10, aul:'l or uuck t:'ldeo~ ft,'\d ou,e, ft1.to or Ltuc:l< Agility d~mons1ra11onf>. E. Leaso or Loan Gap Coverage The followln,'J is AtJded lo lhj, Coverag.e-l'Vovh~ioo <Jf lhj, Physical Oa.mage Cover a~ Sec:lon: Loaso Or Loan Gap Coverage Ill me ~ven1 of a l:'lL~I "kiss" 10 i:t ,;::over~d "ao10~, w~ ,,..rn PAY f,lny w'!paid amouol :Jue on the le-as€-01101:1n fot ft <:0',1~1ed ~aul:'l", tei:1s: a. Any t:mounl paid uod•:>r lho Physic.al Damage COvorago Soclion 01 lho CO\•crag◊ Fotm: nod b. Any: (1) Ovcrduo caso or roan .:>aymoo:s al lhe lime •:>f lho"ross": (2) r in,encial peoalli~ irnposed un:Jer A lease fol' exces1!i·,1e us.A, At oomlal .,,eftt and tear or high nli'eAge: (3) Socurily dcpo~ts not relumed by :11c lessor: (4) Co!'lls for ex'lended w811'8t)lie~ <:l'l'!dit lif~ if\$t-l'l'IOC'..e, t,e8l!h, ft,~ci.:fe-nl Or' <llsabiily loi:1uranr.:e pu"Chas~d •11i:h !he roA,, o, lease; an,:. (5) Catr)"•Over t.alanocs from provi:ius teases or loan&. F. Towing end Labor Paragraph A.2. of mo Physical Dam ago Coverage Soction Is roplacod by tM follov1hg: we wi1 pay up to $75 lor h'W1r09 Ane IAhor C6$lS incurred ~ft.:h lin-e A ro-.•ett~d '8uto·· <Jf ti~ r,r1VA.te pasgenger tyr.,e is di1'18b*.d. H,'>•11ever, lh~ lf,lbC>t musl be f·,erformed M L'\e place of di~"IMerneot. G. Extonded Glass Covorago Th~ fl)llowln,'J Is AtJded lo rarftgrA,'.'>h A.3..a. o( lhe Physical Damage Coverage Sectloo: If glass rrust bo wp:acad. Lile dcducUb!c shOwo ill Ulc Declarations will appl~·. Ho·,\·o-,cr. if g1a1ss can be repaired and is a::tuall;, repaired ra1tt0r Ulan ropiacoo. ltle •1oduclit lC wi I tc walveCI. You flavo uic opuoo cf twviog lhe glass repaired ralhcr Lflao replaced. H. Hired Auto Physic.al Damage-lncreas~d LoH of I.Jse E)(pensu Tllo Covo,ago E•ton$ion for LO$$ Of Uso f)(ponsos in lho Physical Damage Covera~ Saclion Is rcp~cd by lho foll<r,vlng: Loss Of Use Expenses F'or Hired Aulo Physi~I Danage. we ;\'lll pay cxp.coso& for which no '"insured" becomes loga11y responsible lo pay for loss of uoo of t: vehicle rooted or hired wtt1oul a driv¢1 under a w<l:lcn reotal oonlrnct orwnttco rent.al agreement \\lo will xiy for Joss of oso oxponscs ii causec b)': U,<':J...-424-i" n •N 1,)4-14:, ~::~r. 2 ,i, 6 DocuSign Envelope ID: 63DB5AD3-1971-4DD2-BD11-820594408FAD (1) Ot''W'!t lh8n <X>lli~i()t\. en~· If li~ Decil;lfAlbns h)di~le lh AI Comp,ehen .. <iNR Coven=tge is provle!ed fe>, M}' OO'o'e1ed "aule>"; {2) Spec fled CauS<:s Of Loss only f tho Dccraralions indicato that .Specified Causos Of _oss co .. ,o,~o s provided for any oovorod "aoto": er (3) Celltf-cion only if lhe Oec#tr8lie>o::1 lndk .. <11e lhftl CoJilr:ib,, Covera9e is provided for My ee>Ye~d t•auto". However. th~ nost ·1/0 'I/ill pay for any cxponscs for 1,,ss o' use is S1 O'O po, day, to a maximum of $3000. I. P~rsonel EH~t9 Covereg-e Tho foHowio;, iS a:Jdod to ttlo Coverage Ptovis.ion of mo Physical Dama.go Covorago Soc:ion: Personal Effi&et9 Covers~ a. we ·,\'ill pay u,, l<> $750 for "toss" lo pcrsc;oal offecl.S which aro: (1) rer~e>r,AI properly o\,·oed b}• a,, "ins,.H~": At'ld {2) In ot on a covotod "au,,, ... b. !:lil>j€-el to ratAQ(A:':lh a. Ah:l'.•e, lhA aroounl lo bA p:;id for "!OS~" IO peN!C>i)81 ~ff~l$ -.~rn be ?>Af:IAtJ en lhe ~~$E!I ef:- {1) Tllo roasonabJo c:isl to rcplaco: or (2) The Aelulll c-.. <t~'I ... .aiue. c. Tho oovcragc pro•1idod in Pamirt::phs a. and b, ati<No.. onl>' applies iri mo ovcnl of a total Lhoft of a co-.•e:,od '\l.1J.lo". Ne deduetiblc applies te Ulis oovorago. However, we will not pay for "less" 10 porsonal off,x:IS of t:ny or mo fclto-,1ing: (1) AecrmnL~. bil*, CUrtRO<:y, deed$, e·.-idf.-n<::e of IJAbl, mMf!}', t'lele~ seC!Hille~. or ,~Ol'IWtlet~IAJ pap~r (JI olhet docomenls of \'Alue. (2) Bull on, gokl. s.11vor, _platinum, or ottlot prociou.s altoys ot metals: furs or fur garments: jO'l/elry. walCfles, precious or s.cmi~,rccious st.,nos. (3) r Ainling~, r:ilAlu.ary aod oh(o:t ·w:ltk"$ of ~rl. (4) Conl!aband or prop<>rl>' in mo oours<; of illegal transp:i,t.alioo 011ra,:1e. (S> t apR~. te<x'Jt'df:I,. discs <A ethet similA.' devbes used -. .. uh 81:dlo, ¥isual or data ~te<;IR>nic equlpnuml. Any oovota.90 provided b>' lhis :,.rovis.ion is excess 0ver ar.y cLho, iosurano) oov-,r:..ge a\'alb.b.c fo1 lho samo "toss". J. Tape~, Records and Discs Coverage 1. Tho Ex<h.isloh in Parngrop:-. B.4.a. of Soetion Ill -Phytical Damago Covorag·e 10 me Bu~ll◊SS Aul<• Covo,ago Form a,td the, Exctision In Paragrnpll B.2.c. of Section IV -Plly$iC-al Damago Covorago in lho Molor Car~e, Ccvorago Form does not a;)p?y. 2. ThR foll::,win9 is 1:1dded to l"Art19r!=tf)h 1.a. Compreh~nsive Coverag-e uode,t lhe Coverag~ rrovl!llo(l of !he Ph)'Siee.l Damage Coverage !.1eell:ln. 'l./o will pa1 f,,r 'loss" to tapes. to<:ords. disc& o·· olllcr simikH dovl:::cs use,:! wltr-1 a•Jdlo. vlsual or datt:: ctoctrook equipment. V+fc w11l pay only if tho lapes. recore!s, discs or omor shrilar aJd.lo, visual o, dal.a Clcct-onic jo•,!cos: (a) Ar~ lhe fl"Or.~rly of An 'insuredH: ~l\d (b) Arc in a oov,)r«i 'auto" at thO Um¢ of '1oss". The mo~I ,Y~ will p.a~ for 3dCh "kl$$~ to 1-llp,E-S,_ recotd~. di~ or ()!h(o:f simll&t dA\'iCieS is $5:)0. The Ph)•Sical Damage Coverage Deductible ~ro' .. ision e<Jes i101 apply to $1.ch "lo~s". U,<':J...-424-i" n •N 1,)4-14:, ~::~r.:. ,i, 6 DocuSign Envelope ID: 63DB5AD3-1971-4DD2-BD11-820594408FAD K. Airbag Cov~r•g~ Tho Exclusion in Parn.g(aph B.3.a. o' S11ctt0n Ill -Physical Damage Covarag,o io lho Ouslocss Auto C<>ve:(agc Form and lhe Exc!u&ioo in ParnGl':l.P1 B.4,a. of Soetion IV -Physical Oamago CO\'Gra99 l,1 Ulc Motor Ca(1Ct Coverage Fo(m <:ocs nol apply lo mo accdcnt.:il discharge o' an airbag. L. Two or Mo~ O~uctibl~is The followio;:i is a~lded Lo tho Doductib!e P(c,vision of uic Physieal 03mag,e Covorago Se::lion: If An aoclj.lent i!I <XWfHf!d boll\ t,}' lhls policy or Coww=tge Form and by AOOlhet pol►~y or Cc..-efl;IQe r orm i~~ued t::, you b)• u$, lhe follow109 .<1r,plie$ for ~a<:h :::o._.el'!'ld "1tu10·· oo .<1 par •1e-l1(cle !iasls! 1. If lho dadu::liblc on this pol cy O( Covcmg:c Form is uio sma11c1 (or smtllcsl) dcdu::liblo, it will be wai,•cd: er 2. If 1he df.<'Ju:-:tible on lhi$ polic~• o· co ... l:!rage r orm i$ o<>I the snHt'le, (or SfYI All~t} deduclibte, a -.viii r.e feducl:!d by lhe Amount of !he sm.AIIH (or smal~Sl) deduclib!e, M. Physical D<'lmaga -ComprohOnsivo Co•10,1ago -Doductiblo The followln,'J is AtJded lo lhe Ot:ductibt~ ~r◊..-lsioo of tte Phyisical C>a«ll!lge Coverage .Se:-:Uo,l~ Kcg.:itcilcss of lllc nu.mooJ of oovoJOO ··aut,,s' damaged O( slclco. t:-to maximum ,jOOucliblc lh,H ,.,.m bo applied to Comp(chonsive Covorage k,r all 'loss" from any ono cause Is $5.000 or lh¢ dad•Jcllble shown in lll¢ Doclar.:itions. whichever is g1oaL01. N . Temporary Substitute Autois-Ph)•Sical Damage 1. Tho f❖llo•,1hg Is ad•:!Cd to SocUon 1-Covorod Autos:- Tempo,ar:, Substitute Autos -Physical Oamag~ If Physical Damage CO\'Otoge is ptov'dOd by llliS Co"cro.go Fotm on yout owned OO\'Ol'Cd "autos'°. Ute follo•,tng typ,cs of vehicles ato also oovorGd • autos" for Ph:1slca1 Damage Coverngc: Any "auto" y<,u ,1o oct o'!lr, whAO U$Ad ·,11th the per,ni$~Or, of ils owner It$ A tfHl'lP,.">tM}' 1'!.Ub!:llilute for a co-..e,ed "auto" you do own bul 1$ oul of Mt>.-ic"' btK:Au~ of il::i: ,. Brc.:ik~own: 2. nep.<til': 3. Sotvicing: •• "Loss": o, 5. Cc&ru::uon. 2. The f,">110•1/og I$ A<Me<I 10 me ~AtAgr~j}h A . Coverag~ ~l\">..-lsioo of t~ Physical Damage Cov~rag~ Seclioo: Temporary SubStituto Auto$ -Phytical Damage We '4111 oay lhA o'.w1e, fot ",(I?,,~•· to lhA lempor,:1fy subslilule "aulo'' LiOh':!:l!:I lh~ ~toss'' _.eeull~ ftom f1Audu1eol A:':IS 0t o,r,l$SiC>!\S ::,o your ~)Ari. If we mak~ lt'\y r,ayme111 to me <>•1i'lfH, w'A will oMA•n lhA owoe(t rl9hl"I agaio$l ,aoy other j)Afly, The dcdUClib!O 10( lho tompo(aty suf>Slilulo "aulo" will f>O tho sa1i1C ;);$ lho doc'uctiblo for lM OOVOftC! "auto· !l tcplaoos. 0 . A.mended Dutie9 In The Event Of Accid~nt, ClaiM, Suit Or Loss Parngwph .-,, of lllc Dutiog In Tho Evont Of Acck:lont, Claim. Sul Or LO$S Good lion is rc:pl.:icod ')'oJ lhc follO,\'fn.g: a. lo lhe e·1eJ\I of "aoei(J~1\l", c!Aim, "sulr l)f "IC>$S", you l"IUSI ~Ive u~ lH ouf 1t1.•lh<>rt2ed represt'!nlat?-.·e :->rem pl notice of tht'! "aocld~nr, claim, ··sull" Of "lo':\~". Hm.,.Aver, lhe~e <lul es ooly Ar.Pl}; when lhe "accide.11", claim, "suil" o, ·•1o~s• ii:~ known lo \'OU (if you arf.! Ao lr,dMduAI}, A patine, (if }'<,u Me It p.<t•toet~hip}, a member •:if :,'OU we a limilAd IIAM!lly 001opany} ,)r an eX"ecut!Ye oft'ict'!t or nsur.<10<:e maoa~er (if ;-ou ttte ;i <:orp<Jralioni. Tt.e failute of .i;oy u .r.1.,.424-;, n •N 1,)4-1•:• ~::~r. "' ,i, 6 DocuSign Envelope ID: 63DB5AD3-1971-4DD2-BD11-820594408FAD it!f~Ol, servAnl or emr,loye€-C'>f n~ "inllurfKJ~ lo ,,oufy u~ of .any .,Aocl(Jer"II", claim, "suit" or '{01'1$" <Sl\811 t)ot lr,vAlidale !he iMU>'it(Ce Affor-.1ed b'i lh~ r,clic;,. loc!udo. as sc,on 3$ pracllcablc: (1) How-, v/hen AOC! whl'lre the •ac:cic-ent" or ~1o~s• oocurred An..1 I' A <:!Alm il'I made or "t,uil" is br<>ugh~ wriHen nolioe ~f :he clAim o r "suit" inciudh g, but ,,ol limiled ,~, Lhe d11le aod <lek'lill'I or such ,~laim or "suir: (2) Tl)O "ir,surcd's' namo and addrOS$: t:ind (3) To the exte,,t pos~lblA, lhe 01'tMA$ And Addre~~e$ ~f Any tnj1,Hee! pe,soni:1 Md ,,;ltne"-~~. If yot ropc,st no "aocidcril". claim. 'suit" or "loss" to aoolJlc·, insurer whoo 'fOu S!loulc! have reported to us, your fai ur◊ to r◊port :o us ,,;111 not be seen as a •1io!alioo of those amended.duties ~ro,•idM you 91vo us ooH:e as ooo,l as procucabk: alto, me fact of Ulo c!c~y becomes kn.o-.,;o to you. P. Waiv~r of Tran:tfer Of Rights Of Recovery Against Oth~rs To Us Tho followin;:i is ajdcd to thee Trans for Of Righi:$ Of R~ovory Against Othtrs To us Conditfon: Thi!'! Con.:litbn dCf!$ not Apr.ty lo lh€-e:<lenl requi(Ad or you ~)' A ·,;rl:hH'I COO'.l'itCl, ex~cule:j p,k,r I,") any "~cldeot" (I( .,los~", pi'<>Vided Ulal lhl'l "aoeidenl" or "bss" ari~el'! Oil1 of opera!io/\.~ OOl'IIA,'l'lf)la~d !>y :<111ch (l(,l'llrad. This wai .. ·er ooty ~~">p'iei:1 tc the person or 0•9Mt?~Uon df.-slg,~ted in the cor,tr~.ct. O. Employoo Hired Autos -Physic.al Damage PAragtaph b. of I~ Othl!f' lnsur.ence Cot1diliO,'I' In lhe l;Justne~~ Aul,"> CO'o'!HA9e Form Jll'ld r"1'trA9r,1ph (. of IM OIiier lnsuran<:~ -Primary and Ex<:~ss Insurance Provisions Condit1on i1\ !he ~folor Cal'l"iet C~vera,ge F-'orm MA ,e~aced by the ro1 M:ing: For HfrOd Auto Ptryslcal Ct1magc Coverage. the followirg arc deemed to be CO\'e(Gc! .. autos" )'Ou own: (1) Any co .. ·ered "Aulo' !'Ou t~se, h re, ,enl ,,r t>o11\">w~ J11l.<l (2) Any covered ·auto' hired or rented unjer a vu!Uen oor1tract or ,\'rlttoo ::.groomoot on IC red into by an "cmpbyce" Of eloctod Of appc,intoa offic ai wtl\ y◊Jr pe<mission whilo being oporotod ,,,ithin tho course aOCI soopc of that "om~oyoo's" employment by ','OU Ot trial OICCl¢d or nppohlC(I ofn::iaJ's dull0$ as rospect UlClf 00119.:.UoilS lO you Ho\~·e· .. et, any "Auto" lhAI -'s ~Ased, hlrecJ, renled o, t~rto•,,ed •11llh a c·,1-.,er ts not a cm·er~d "au10". R. Unintentional Failum to OiscJoso Hazards The fl)llowln,l i!'I AtJded lo lhf: Coneea.lment, Misrep,~sentatio,1 Or Fraud Condition: How·evor. we will not don>· coverage unjcr llllS Goverago Form If you.uniotoo:ionalty: (1) r ail lo disdo~ Jiff~ hllZMd~ existing Al !he l)C!'!f)UM dale'! of lh!S CO\'f!l'l'l9~ Fotm; ot (2) Make an orrot, c,m6sbn, irnpropof ,:tescffpllon of"autos" or ::illler misslatcmonl ofinfornrnlfon. You mus: OOlil'y 1)$ ii$ "!'l<>Oll it$ po~t,lble ~ftet lh~ di$OOvery of ?ny hll2Afd~ o, an-:,· Olh€-r iofc,mAtbn lh1'tl •1ia$ r"IOl pr<i'o'ided 10 1jS ptiot 10 the acceplan~ of Lhi$ poUc;,. S. Hir8d Auto-world Wido Covor.,~ l"IArAg(Aph 7a,(S) of lh€-Policy Period, Covuag,e Territory CondiliOfl 1$ (f.-f)IIICed by :he-fOlto-,1109: (5) Anywhere in me ,,rorl<l if a oovcrod 'auto· is leased. hitcd, rentoc! or oorrov/Gd fot n j'.etiOd of 60 days ot Jess. T. Bodily lhju,y R~defin-ed Tllo ddfoilioil of .. bo.:lii)• injut( n U\O Definitions Section is r¢p!ncod by tho fol!c,,1ing: "8o<iily injury" O)AAliS bodily injury, ~ld<Of!$t (I( diS€-i'1$A, 'SU31AiO€-d by it pe--SC1) ltU::!ud!ng de..i:h !)( mental 81\Qui~h, ti'!$1.lliu9 srom any of thes!'l al any lime. t,•lenlt-tl angu,sh tn~Ar"IS 1'tn;t l\•pe or m!'!n1a1 or !'!n-olbnal illM S$ o, dise-as~. U,<":J...-424-i" n•N 1,)4-14:, ~::~r. ti ,i, 6 DocuSign Envelope ID: 63DB5AD3-1971-4DD2-BD11-820594408FAD U. E:i<pected Or lnt~nded Injury Tho Expectod Or lnton<Md Injury Exc!us1oli in Paragrnph B. Exclusioos under Section II -Covered Auto Liability Covorago If> rc,pJaccd by :he fcik:l·,!lng; Expected Or liU~nd~ Injury "Bodily injllty" Of "p(OJ)Otl',' damage" O>:J)OCle(I ,)( tmon<!oc from lllo slalldpo\H of Lile, "insured". Th.if> C:<CIIJSiOll dc,es not apply le ''OOdly lnjur( or "p1opcrt1 <1a,n.:i90' rcsullif,g fron lho uso of roasooabb fo1co to proloct .,orsoos or proper:y. V. Physical Oamag~ -Additione.l l'f:mporary Transportation E:ii:pens.f: Coverage Paragraph A.4,a. of Soction 111-Phy$ical Damage Covorago is rep!accel b~· tho following:- '· Coverage Extf:nsiOns a. Transportation Expor..sos Vie wi•I fM)' up 10 $50 pe, day :o a l'l'l$-Xlmul't1 of $1,000 fo~ tempon:iry tl'l'losport.1111<"..o ~Xf)er~e iocu1red b)' you hf'IC8U!l,A of the IOI.Al theft (Jf 6 c::w~(ed ·Aulo' of the prWa:A !)$S$(!0f?AI ly~. We .. viii Pl:IY only for lh(.<$e <»·oe,ed 'au!Of>" fot •11hiC".h you C"..ar(y et.h.er Comp,-ehensl·.~ 0 1 n,)eciUed CA1.$e~ of LO.."\$ co ... e,a,ge. we ,,;ill ,)Ay fo, ,~mp,oMry ll'l'lospol1.i1Uco expe!i$e$ iocurree! durio9 t~~ perkxJ h~ionio9 <18 hour::1 after ti~ l''left ~i\d ~n<J ng, ,e,gMd&el\$ of :he policy's ex:plralion, wt~n lhe c:~vMf,('J ·i:iulo' is r€-luroed 10 •JSf! c t we pAy for ils ''10$$". w. Roplacomont of a Privato Pauongor Auto with a Hybrid c>r Altorr,ativo Fuol Source Auto The followlO,'J iS AtJde<J lo 1"'.ar.a91a.:':lh A. Cov~rage of lhe Physical oamsg~ co .. ·era¥ Sec:llo.'1: In tho ovool of a :otal ··1oss" to a covered •·auto" of uio prl·,ato passenger typo lhal is rcpll:caci ... ,llh a h>·brld ·auto" or "aub" po-,1e<c<l bi an allG:rnat?-.•c ~ucl source of tho p fr.•al◊ pnsscngGr l:tp¢. we vlill pny an adC!iU011a1 10% of Lho cost of lf\C replacement "auto". ox<:lu.:!ing lax, tUo. liconsa. oUler roos nM .1.ny aflormark:Ol vchiCIC upgrades. u~ lo a niaximurr of $25-00. The covc,oc· "auto" must bo topt.~c,:! t,y a hybr1CI "auto" or 30 "aulo" powered by no allomaUvo foci sOl.ir<:c ·11(t1io 60 caleodnr ja•,-s or mo payRlC'll of mo "loss" aoe! c\'tC!◊1lCc<l by a bil of sn1c o, oow vohiclO 1easo ag.,ccmcnt. To qu1;1iify a$ ii .hybrid ''Auto", !h~ ".s1J10" muM !)e pCY,1ered by A <">.')n•1e11Hc:nAI Q$~liU! engina /ind Another &')urc:e of pro~HJlslo.1 r,o.vet. The othH sour~ of propu!$1oo power 1)lu$I be e&ectric, hyc-ro,;el'\, p,ropaoe, ~lar ~ o.<ttuta! 9i'I$, ~ilher compressed 01 liquefied. To qtalify a$ Arl "Auto" po·,;ere<; by ao l'tllMn.At}o~ fuel soutc:e, :he "iiul<>" mu$t be po-. .. ~red l>i .a /\(')urce or propu'sio,, •~CY,1e: 01he'f t"liM a corwef)liooal 911sotine ei\gioe. Ai-, "Atjlo" w ·,ety propelled by biofuel, 9 ,:l Soline or dle:1e1 fuel 01 ani b~nd lhe,w.l rs O(,I .s1, ~.su10" p&were-.1 ty ao a11eroali·1e fdel ~!'.lur<:e. X. Return of Stolon Automobile The followlo,'J iS AtJded lo lh~ Cov~rag.e-Edens ion r'ro·,is on of lhe Physical Oamagf: Coverage Sectkm: If a co•1orcd •autc,~ is Slolen aoo rco,verOd, ,,,c will pa)· lhc cosl c,f transpotl lo rcwm t1c "aulo· to you we will pay only for lhoso <:O\'Cred ·autos" for •11h!cll you carry either Compr◊h.Onsivc, or s ,ocif!cd Causos of Loss Coverage. All other term;;, condi'lions, provi$ioni:; an:1 exc:!usior,s of this policy remain the sane. U,<':4-424-i" n •N 1,)4-14:, ~::~r. G ,i, 6 DocuSign Envelope ID: 63DB5AD3-1971-4DD2-BD11-820594408FAD Blanket l.\otitication to Other·s of Cancellation or Non-Rene"\\·al 1\->li-.')· I\\,. lit: On: ot'.C\il. L>..-. Dat.:~,r :\)I. ll U. D:t.: ~-.: C'.::id. rro1b;c )fo. RAP O 137.5;>5-,:,9 '(F11•~12'.I 1~1:1 s.•202, '182:1:.m(X• 8 ZURICH. .',dll'l. l'rt":t "R,:,;,.,:'Q I':Y.'l'I . INCL THIS ENDORSEMEN f CHA NGES THE POLICY. f'LEASE REA D IT CAREFULLY. Tlli::; c11do 1scrmml mollifi~ i11su1arn,;1,; provi,Jcd U1t(k1r lll<.:: Commercial Automobile Coverage Part A. If 'Jin c.1r.ro1 or non.rcmc,v lhis Covar:ig<, P:itl b~• writcn nolica to lh<l flri::I Nnmcd IMurad, wa l'lill m:,11 o• C!<.:111.•ar noti~c.ction that such Coverage Part has ':le-en can~lled or ,i.on-renewed to each person or organization shown in a ll!-1 !)mvi(!(l(I l<l II.~ hy lh(! fin;1 >Jl;'ltn(!r1 IIHlH((!d if }>r'>II ;111~ ((!()l.lim.:"l hy wrillf!O (:()01;-'l(:I M wril1M :'l{l'(!(<Mf!OI In fl(<lvir1Ac s•Jc:h n::1tificAtion. However, ;;uch no:ificati>n will not he mailF.-d or dP.liva P.d if a oor,difor,RI no5ce of renE:'!IRI has bP.en SOr.l lO lhO fi($1 Na mod Insured. Such Isl: 1. Must be pr:,viclc:I to us prior to canccl1ati:,n or ·non-rcncw.:il: 2. Must cc:ntain the names i,nd addresst.S of ::,n!y :he p!H500S or otganizatic:ns requiring notific~t-on thRt s1.ch Cevera.go Pail llas boon canocl!cd or no.'HOOC\\•OC: and 3. Musi ho ill ;)fl ~l~l((111ir': f<u•m~,11h:il ,s, ,'l(:r':~fll;'lhlr. l(l t1$ B. Our 111.:lifkalio1, ~::. du::;1.:ribull i11 Putilyraph A. or Uti~ c11do1::;1,;mc11l w 11 !Jc bm;uU 011 U1c m1.:::;t rticunl lisl i11 our rt:'1.:01d::. a$ cf lhe ~1$~ lhe notice of l":80l~ellAl (II\ (Jr OllO•"f.!Cit'to'fal Is llAlle:J c, (Jelt .. e,ed to lhe ril'!',I Nam~d hH,:U(i'.!d. '!J\fe .,,111 mail or dcli•ter st.tvh nctif~atioo to each pccs:,n or organization shown in the list 1. Within sFiven dR~ of :h€ etfecti•_.Fi date of t~,e notice of c:ancellation, if •~·e C..'im?.1 for non-p:iyment ::,f prf\miurr; or 2. Al IM SI 10 <1;1~ fl~(lf I() 1h11 ~(fr:r-:ln.lc.i rl:iln <1f- a. <:ancf!<latlon, lfc1mcF.!:Ued for Rn?• rei,;;on olher than n:>n,'.);)yme1n1 of prerrlum; ::,r· b. Noo-rcncwat bul not includlng coodllional n<•lico of rcocwal. C. C•ur m:iilil\~ or !J(!liVCl,Y of I\Olifientioo d C·!:Crlb~d io PnmgrMh!l A. nod B. of tl\i!l (:.t\d(Jl'!:CtnCOI b il\lr!f\dOO ,:l!l ;), ooortat.y onl;•. Our failure to provide such mailing er dali•;ery will not: 1. Exter.d 1hF. Co'.'fHRge PR rt <:Rnc:ella:ion or non-renf\'.\'RI dRte; 2. NE\gale :he cancellation ::,r oon~renewal: :')( 3. l"'r<wMe f,IOy l;lddilicoAI il'l$Ut80('k l.hl'II .,,oukJ not hav~ bl*.-0 j)IOVlded in lh~ 8b$enoe of !hi$ ~l\dOr$e-me11t. D. 1No ar¢ nol responsible, fer lllo ao:u,ac1, integrity. lincloe:ss and \'ell dity cf lnformalioo cootaJnoo in U\c list ptovidod to us RS c,esc:ribed io P;:m:;grapft.s A. and B. of this €-ndors..ment All Olhe, term~ And C(,OditlCO$ of thii. r,olicy ,~rnalo unchAl\!'.jf.!d. u.r.:.,.i;.-;z.o\ c.-. •. :r,1,1-3:, ~::~r.1 ,i,'! DocuSign Envelope ID: 63DB5AD3-1971-4DD2-BD11-820594408FAD WORKERS COMPENSATION AND EMPLOYERS LIABILITY INSURANCE POLICY NOTIFtcATION TO OTHERS OF CANCELLATION E.:OORSEMENT This ondol'Scmcnt is used 10 acd 11\C fo'.klw1nQ: l» Par. Six: of ~'lo polic•t. PART SIX CONDITIONS WC99 06 33 A. If .... 'i:-CAOOid this pcllc;r by ,,aill*ll OOliC:i:-to you for AOy fi:-<ISOI\ olht1:-r lhen 0001-),'>}'llli:-lll <,f • .,,ernium, we 'l.'111 fOAil or df.!1Wer" cop)· ot such \Willen notice <Ji <' .• rnce11;,1k..n to '.l \e n11me a11d Adl1rass cr,rre~l<u-1dlng :o each ,)t'l-l',,,011 or orgar,izatb n shewn in lhf:! Sl~hedule bi:-ll)•\\ NotlficAlio l lo ~uch PiHS<ul C,( (1fga 1IZAll60 will be prc,i1di:-l1 al Je:F.SI I O dAys • .,,iOf lo II*. ell*<:live dAli:-of th~ (;.'ttlCf.lla!k,n, as adv~ed In OUI lllllioe l'J Yl)U, o,~ Uli:-IOll;,lf.-( iluml~i:-rofdi'ffSflO'.iCi:-ifindicitli:-:J i1'1 lhi:-3Cledul* telaw. e. If wo canool lhls pclicy .by wrillcn no Hee lo ;'Ou for n:inpayfMOI of pro«lurn . .ve vtlll mall or dollvor a copy of such 'llrlttco nolico of caooollciUoo to lho name and address corrcsp:11\din;i I•) cac·1 person or organ.12alion sf'l,)wn in tho .ScOOdul::i tel◊',\' at loosl 10 days prkic to :he cftocliv::i c-a1c of sucll canccllatiM . C. If ll()li:°:~ .;i~ <1~1":rihn<l In P.;im1r:1flh!-A . <ir B. d thiA '11)d<if~~1nnol ~ mnilr.:.-t, fl((,()( 1)f m,;1illn9 wi'II hi) ~11ffi:-:i~nl fl(6()( ()f ~11:':h n<illf:~ SCHEDULE Namo and Address of Othor Pe1son(s) ,· Organization(s): ANY PERSOr-1 OR ORGii.NIZ ATION TO'."IHOM OR TO WHICH YCU ii.RE !,:EQUIRED TO :>R.OVIOE NC·TtCE o: CANCELLATION IN A \+\'!,:IT1'EN c<::.N'i"RACT OR \',/R1 n EN AGREEMENT All <-lh¢f lcrms and concil!ons or lhiS pclicy r◊main uncr.angeel. WC 9906 33 (Ed. 0> 1 O} ln:1ud~g c~yl'i(t\*d l'MilefifJ of Nf,10.WJ Cou1"1Cilon :omo~uaiofl !r1hu'.r'IO:. re. wiU, ti pe-mi£.t;icn. Number of O&ys Notice: 30 Page 1 of1 DocuSign Envelope ID: 63DB5AD3-1971-4DD2-BD11-820594408FAD Blnnket Notification to Others of {:nncellntion or Non-Rene\\·al THIS ENDORSEMENT CHANGES THE POLtCY. PLEASE READ rT CAREFULLY. I E,ffec:tfl/e Oi;te: 10,'1b,~02::.C This endor;;ement applies to i,,surance prm•>:11\-d undf.>t tM: Commorcial Gor,oral Liability Covorage Part A . If v10 cancel or no1Hcoo,v lhls Cov<:rai:i,c; F>acl bv wlit:oo notice lo the Orst Named Insured. we viii! mall o: dcl~•cr noti~r-_;tion th$t such Coverage Part has :,een ci;noellE:d or non-renewed to ~l:!Ch person or organizi,tion shown in a lisl provided to us by lhc rlfsl Narncd Insured if 'yOU a,o tcqulrod by wrllton contact or wrlttco .igrcomcnt to provide SJCll n~tilk:t:liOO. Such list· 1. Mu!ll be pr!'lv'dc110 u~ r,riol' to cJncel'nti::io ar non mncw.:)I; 2. Must ccotain the names and addresses of :in1y :he parsons oc otganlzatlcns r<:Quitlng ootiOcat.on ttrat SlCh Cc:'Jerage Part has bee.n canM l!P.d or no,-r~new~d; and 3. Must be in an eleclronic fonnat that is accepteble to us. B. Our nc:titicator, RS described in Paragraph A. of tit~$ endorsement w n be based on tile ,11c:st recent h;;t in our record$ as er lllc ja:<: lho oolicc or cancollaron or non~·cno-,,a1 is r,w110:1 er doit .. o,oc to mo nrst Nam')C tnsur::io. Vo/c ,.,,m man or d~ll·1e, su::::h nc:rifi:atlor, to each pers::,n or organization shO',\'n In the 11st: 1. i;'/ithin 10 dRJ'5 of the eff~c:1i'J;; date of the noticF. of .:RnOF.-llation. if we cRnc:e for non-pAyment C';f premil!m: or 2. At lfl<f.1'11 30 dAys r,r<,r tc, lhe elfecuve d$1e of: a. Cancouation. If caocouod ror any rcasoI• otl¼r than n~Maymc,H of proo•ium: 01 b. Non-r~1le•11a1, but 001 i1•c1udln9 conditional notice (;( renewal, unless a grootcr (l:umber of days is shOwn h tw S<:hOdutc of :his cndoroonicril fo,r :he mo.ii ng 01 Ocll\torin_g of st.ch notiftr-..ation •.~•ith .te!).pecl tc: PArRgraph 8.1 . or ParR;)rF.ph 8 .2. RhO\'P.. C. Our mailing or :lelivery of notification describ~d in Paragtuhs A. and B. of this endorsement is intend~ as a courtesy only. Our foiliJr~ to provid,~ $UCh m:'lili1'9 er dnli•mty •.'fill not: 1. Extcr.d me C..:<)\'Ct~o Part cancoJla:ion or non-renewal dale: 2 . N ~fl:,ll~ "h A C:l0('~11,ll100 !"If '\()fl.tnMW,11: !"If 3. Pro ... i,:io any addilicoa1 insurance tnat ·,;ou.ld nol llcwo ?>oon p,rovidca in the aoococc or thif> cnaOis•,mcot lJ.<"1t. lfi21.F!-C':•/.' ((l1,1!)i ~::gJi l ef-2 DocuSign Envelope ID: 63DB5AD3-1971-4DD2-BD11-820594408FAD 0. Vie it(@ 001 respon$ bl~ (o( lhe AOCU'8C)', lnle91ity. llllleli,,~ss Md validity of infofroallon 001\llllned In II~ Us! provided to us as cb::.cribcd ir1 Pnrc.grophs A. o.n1 B. of this 0-ndorocmcnt SCHEDULE TllC l,w1 oumbGf of day$ for ,nailin::i or (!elf\•cr1n~ w!lh re$JX:Cl LO Pal"J.!lf8.0h B.1. of 10· thi;; andors.ement is ·amended to indicate th~ following numbet of days: The t:,tal nombot of day~ for mailing or dc!P.•crin9 with rc$pcCt to Pnragtaph B.2. of so~ thi~ endorseMellt i$ a,tHrnded l<> ind(cA~ the follo,,1in9 number ofdAys: " If a oumbc· Is nc,l shO,\'O here. 10 C!ays c,ollnucs to app~• . ... If R nJm~r i;; not shown here, 3() day;; continues to apply. All othe, te<ms ane! C<•llditlcns of this ~•olicy remain unchanged. u.m .. 1fi21.F!-(;•N :ov1!)i ~::9ii 2 ..;,z DocuSign Envelope ID: 63DB5AD3-1971-4DD2-BD11-820594408FAD Addition al Insured -Automatic -0,'l'ners, Lessees Or Contractors fulkv No.,. C!t. On: ot'.hil L>..-. Dat.:~,r :\)I. ll U. D:t.: ~-.: C'.::id. rro1b;c )fo. .',dll'l. l'rt":t 0 _00137576·)& 10/15/~)23 10:le.'2C'2( '.182'32H❖ INCL g ZURICH• "R,:,;,.,:'Q I':Y.'l'I . THIS ENDORSEMEN T CHANGES THE POLICY'. PLEASE READ IT CAREFULLY. NamOd ln•ur<>d: SNC-LAVALIN GROU9, INC. Addreee (including ZIP Code): •1030 ,,;EST P,oY SCOOT f\Lv';. STE 700 TAM"A, F:, 33607 This endor~ment 11oc!ifi&S inourance pro'.'id~d und;,r the: Commercial General Liability Coverage Pan A. Sl-X:liot\ II -Who IS An lnsurod i$ :)ffi~fldf:d to indud(! :'IS: Ml :lddillon:il ins.urnd :iny r.~rs:on (I( org:lnll illion whOIO you ar~ rec,vired to add as an e.dditbnal ins:,r~ on this p:,Jicy under a ·11ritte1 oontra:t or wri1te-n a;:ireernent. Such person (It (lf{J:-10IUllr°ln i~ :rn :id<ll'i(IO;'ll insumrl ()(lty .vllh l'f!.~f>,~1':I Ii) li..'lh'~i~· fr:r "h(l,111~• lojur';"'., "P,((lj)(')rly fltll'll tl;)C!" ()f "(l(!N'!MI and Rd'.'ertising injury" :::aused, in wtnle or in part, by: 1. You, i=n~ls <'>f omlss o,,s; o, 2. Tho ~els o.-omissions of Ulosc acling oo your bO'\oJf, In l h◊ p◊rform:'lnt<1 of ycur (11'1!'.;0iog orwr;:ilom or •ynur wo1K' :i~ inc lude:◊ in lf1◊ "producls.-tomp'e:tod opM:llic,n,s hazard". which is the subjecl of the writen contract or writt,;.n agreemenl HowA·.·et, tM lnsurai,ce affordF.d to sueh ac1d1tton1:1I lr,sured: 1. Oflly applies 10 U\c cxtc,n ~crmillcd by law: anCI 2. \,'/111 llOI b(! bfO.:)!'J(!f th:'Hl lh:'11 ·.vhk':h ~'(')lJ :H(! ,equir!°!d by lhr! ·,;rl:IW\ ('X)l\l(.')Cl or '!/rilttl'\ :,w<xHntml to pr<>vldtl for su,;h ad:lifonal insu,ed. a. With respec: to thP. insurance affo·ded 10 tnese adj rt10na1 nsuu:ds, u·,e following Rddrrional exc:lu;;ic:n applies: This in;;uraor.e dc:es nr;f apply b : "6odlty ioJijry", "pmf'*-l'IY d.~mAQA" or "p!'!~OMI on<i Ad·.'~rlisicg iojtH)'" Ari$lng oul of me renderin;7 d , or f11i!ul'f! 10 rc ndor. any p.·of,:::a.siona.l ar•:hitccturo.l. engineering or sur1cyir19 sor\·icc::;. inc'udine: a. The preMHing, 1:1ppro•1in;:J or f~iling to pr.;pare or approv.; maps, shop drawings~ or:iof.'lns, repora, sur\'Ey'S, fi.)ld ordots. cnanQe ordc($ <•t cra·"ings and spccmcauons: 01 b. Supcrv',so,-y, lnspccli•:>O. atcll loctutal or cn;,iinoc,in•l .1cu·,iu,s. T.his cxdusion applies C\'Cn if the claims against an>· insured ·.,ucgc ncg!igcnc.c or o:hcr ·mon9doing in 1hc ~·.tpervisloo, hfrl1\Q, eo,p10-,.1Yf!Ol, lrahl,tg or mo'\ilOl'lng of <>lhe~ b;t lhAI 11\':IUl'ed. If ll\e ··ooc-orrence. whfch CAUM.d lhe "bodily injur:I' ,x ·"pr:,p,::rt/ c!amofc". or tf-c offense wh,ch c~uscd th,J-"pcraonoJ i1'1d a.dvo,1i::~n9 injury". involved the rc:ndtHlng o( or lhC foilum lo rP.l\d(!( :ioy profoi>f,kJt\;)I :11chltP.~li.1m l, e-llgi n◊P.r11lg or "!}Ul \'(!\•lll,;i !:◊f•JIC:"l!l. 11.CL,1175-F n•N .~'14,i 'l:, Fl::~r. 1 ,i, 2 DocuSign Envelope ID: 63DB5AD3-1971-4DD2-BD11-820594408FAD C. The following Is A<Jc·ed lo l\'Hl:19'8Ph 2. Outie~ h\ The E·•~n: Of Oocur1e1lce, Cffen~, Cli:ilm Or !:ull of !.~tlor, IV - Commercial General Liability Condition&: The additional in~ured must see to it that: 1. Vie are ,106f~d as ;;oon as pradir.ahle of an "ooc:ur,enO?." or o'fense that may result in a claim: 2. v:e ,ect':h·e ,11,i1t&1l nolice of a clairr o , "suit' as ~on ~s prfll~llcable; a 11d 3. A ro(juool ror de:fensc aod iodorno ly of lhc c1air'n o, "sulr will prompuy be br-JU:;hl asaiosl any pdlc)· issued by an:>ther insur!'lr un::ler wh.ich the ac!di~ooal insured m~y bf. Rn insmed in Rny capacity .. This pro•;ision does not apply lo insuranxi oo v1Mch ttio aefj iliOn.al iosu,cd is ~ Named lnsu·od if lhc wriuoo oootro.cl o, ,,,,•iucn agrocmcol rP.qui1es ffl~t this coverage bP. primary i;nd non-c:>ntributory. D. For me ouroooos of tho cov<:ras::o orovidOd b'; lllls oncorscmcm: 1. Tho foliowing is .1ddcc to the Cthcr IMura~e Condition of -Section IV -Commercial G;meral Liability Condition,: Primary and Noncontributory insurance T hi!'. ins11r;'l1\((! i~ f)l'hnMy 1(1 ;'10'.I \\'ill 061 !¥"~<-<k (:(),!\lrl'.')1i1i(l1I fu'lo!ll :iny (llh(lf inr.urnoc« ;)y';'l~tll;I~ !(I ;'lil :i,1(!llio.'l:ll insured provided that: a. Tt,e ad<lilk,n.'11 io~1.ted i~ fl Named hlSU(F.!d unl1e-· such olhe, illSUl'a(l(;e; All d b. You are 1equir~d by written r.::,n:ract :>r written agreem.;n1 th,a1 this insur<1nce bEi primart and not sflek contrlbutioo r~om any olho, insuraooc av.1ilablo to the ad,j{Uooal insorod. 2. Th? followhg paragraph is ad:led to Paragraph 4.b. of the Oth?r Insurance Co,idlion of Section rv -Commercial G.;ineir:\I Li:thility Cnnttitinn~• Thi~ h:su1.;m;u r; cx.1.:cs; ovui: Any of h o olhct insurance. whclhc::r primary. oxccss. coollngcol ot on any ouio, b.:isis, twailablc to an a,:!Clional in~ured1 in whir., f~ ,add1tonal insured on our policy is ,also .:0•1(M!'ld as an Additir.nRI ir1sure..1 on another poir.y provi<lin•J co-.-c,ago for Ule same • oocur,e:lcc". ofonso, claim or 'suif'. This provision docs not apply to t:oy polir.y in which the ,additioni.J ins'.lrEd is;;. Narred lnsu-ed on sJr.h othE-r r,olby an::I where our polky is requir!'!d by a ·1\·rillon oonlract or wrilten agroemcol t<• pro\'idc covort:gc to llle addilonnl insured on a primary and ooo- oc:ntributnry basis. E. T.hls OOdOfSOO-Onl d00$ nol a,,o~· to an aCdhk>nt:I insurc,j ;•Jhl~h has ooen a(f,jc,d to this policy t,y an 011CfOl'S(:ffi00l s'.10\\'ing :he additional in;;ured in a Schedule ::,f additional insureds. and ,,mic::h endorsemen1 ap.:>lies ;:,per.i'ir.ally to U1at idCllllfied adellltooal 1f1SUfO<l. F. \N1th rospcc: to tho insuronoc afforded to the odd1tionol insureds under this ondc,rsomen:. he followin;i is ~ddod to Se<:liOtl Ill -Lirnitf. Of lneur:,nc~: The most we will :>ay on t:ehalf of the additio,,aJ insu,ed is the amount o: insu,-an~: 1. Rcc:ui,cd by lhC: wrillco OO'llrncl or,wilteo aorccmcot rofor<m<:od lo P.1.raQraOI) A. of Olis ¢r.<lorsomonl: or 2. Av.i.ikible under tho applic.1blo limits of lnsur.1noo shown in the Dec.!a1ations, Whlehcvcr is IC$$. Thi~ endorsemenl shall not increase the applicable limits of lnsur.anoe, showr, in th~ Dec!arab~n$. All othe1 tf.fm;> i;nd conditic:ns of this policy remain unc:hi;ng~d. 11.CL-1175,F n•N .~"14,i 'l:, Fl::~r. 2 ,i, 2 DocuSign Envelope ID: 63DB5AD3-1971-4DD2-BD11-820594408FAD POI IC:V Nllli,11\FR· (.';I O 01'.l757f-(.)!l COMMERCIAL GENERAL LIABIUTV CG 24 041219 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. WAIVER OF TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO US (WAIVER OF SUBROGATION) Thi:: crn.luroc1mml 11 ol!ifius irn:n11arn.:•:, µrovil!ull u11;Ju1 lhc rollow,ny: COMMEl'lCIAL CENE:l'tAL LIAOl _l'TY ccv EnAC~ l"Al'H ELl:CTRONIC 01\TA LIABILITY COV 6RAGE PA~T LICUOR LIABILITY COVERAGE: PART POI I .JTIO \J I IARII ITV f':OVF=RAc~= PART l'lF=SIAtJATl=n ~ll l=,S POLLJTIO~ LIABILITY W✓ITEDCOVERAG E PAR T OESIGN,.ToO SITES PROOUCT-5/C0',1PLETEO OPERATIONS LIABILITY COVERAGE PA~T RAILROAD PROTECTIVE LIABILITY COVERAGE PA~T UNDERGROUND STORAGE TANK POLICY DESIGN.~TEC TANKS SCHEDULE Name Of POl'$on{s) Or Organiz.,tion(s): ANY PERSON OR ORGANIZATIO\J THAT REQUIRES vou TO V141VE YOU~ RIGHTS OF REUOVERY, IN A WKITTEN C.::ONTRACT OR AGHEEMENT WITH THE NAMED INSUKEC THAT IS EXECUTED f'klOR TO THE Af;C1DENT O A LOSS. T.he follo•"foJ is a:lded to Paragra_:>h 8. Transfer Of Rights Of Recovery Against Others lo Us of Section IV -Conditions: We vmi,.·e any right of reoo\!el)• agRinst the pe.-sc:n(s) or organization{s) sho•1m in thP. Sc:hedu!e Rbo•.-e hecaus.e of payment. we mRk~ under this Coverage PA rt. Such war,er by us applies oi ly to the extP.nt that the insured has ·11Aive:d 1l. right of rec:o•;,er1• again,=,t SJC:h per,=,on(s> or organizR:ion(s) pior t:i loss. Th l'I endorsemerr appl1!'!5 c:nl}' 10 the -p.;Nion(s) or orgAnlZRtlOn(s) sr-,mvn n lhe SchechJIP. above~ Pag-o 24 of 24 ({;: lnsumn::e Scf'Vi:cs Cffioc. hK. 2018 CG24041219 DocuSign Envelope ID: 63DB5AD3-1971-4DD2-BD11-820594408FAD WORKERS COMPEl'lSATION AHO EMPLOYERS LIABILITY INSURAl'lCE POLICY WC000313 (Ed. 04·8-1) WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT We have the right to utcover OlH f):!.ymentt'i from an~•one liabl~ for an in.:,,1ry covered b;• this policy. l;\'e ,,,m not entorce out ri;lht agains1 the person or o~anizalion named in :he Schedule. (This a,~reement iwnes Cl'll\' to lt'e e,ctent thal ;101.1 r;,eriorm 'Nori< under a \Witten ocr1tract that 1equi:~s yo\J tQ obtain this ct.gieemenl from 1,,s.} Thi!': :1greP.mP.nt !'Ji:.I not ,;r.em1P. •:1imr.tl~• nr inrfirP.Ctiy tn hF.nP.fit anyorP. not n:.:mP.d in fhP. :=:.:hF.c1LIP.. Schedule ALL PERSONS AND;OR ORGANIZATIDNS THAT ARE REQUIRED BY WRITTEH CONTRACT CR AGRE:MENT \.V1TH THE INSURED, EXECUTED PRIC'M TO THE ACCJO:NT OR L:>SS, THAT WAN ER CF iusnooATIC,N BE POQ\IIDED UNDEn THI$ POLICY Fon wonK rier.Fon~EO BY vou Fo n THAT PERSON ANOi'OA ORGANl7./ffl0t>. OA SCHEDULED AND PAEMIUU CHARGE. Tniserd:,rse:nent changes lhe polic7 to Y,t!ich ii 6 .:i.tta:hed and is 3lfoclke :m lha Wle sst..etl unless other,·,isa stated. (The infonnation below is required ooly when this endorseme-nt is issi,ed subsequent 10 preparation o1 the policy.) FndO!~e,reni Ftre;t111e: IC\•1 5•'2023 lc'ISL(Od; Atkir'lS North Artlcf>:a,. In:. WC124 (4-84) WC000313 Pc.ftcy N:>. we 0·13751:-QI Fn:S01Semen1 No. • P,omium $ Page 1 of 1 ..fl,lh:1111 r..:;t1,11:11w SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. INSURER(S) AFFORDING COVERAGE INSURER F : INSURER E : INSURER D : INSURER C : INSURER B : INSURER A : NAIC # NAME:CONTACT (A/C, No):FAX E-MAILADDRESS: PRODUCER (A/C, No, Ext):PHONE INSURED REVISION NUMBER:CERTIFICATE NUMBER:COVERAGES IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. OTHER: (Per accident) (Ea accident) $ $ N / A SUBR WVD ADDL INSD THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THISCERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. $ $ $ $PROPERTY DAMAGE BODILY INJURY (Per accident) BODILY INJURY (Per person) COMBINED SINGLE LIMIT AUTOS ONLY AUTOSAUTOS ONLY NON-OWNED SCHEDULEDOWNED ANY AUTO AUTOMOBILE LIABILITY Y / N WORKERS COMPENSATION AND EMPLOYERS' LIABILITY OFFICER/MEMBER EXCLUDED?(Mandatory in NH) DESCRIPTION OF OPERATIONS belowIf yes, describe under ANY PROPRIETOR/PARTNER/EXECUTIVE $ $ $ E.L. DISEASE - POLICY LIMIT E.L. DISEASE - EA EMPLOYEE E.L. EACH ACCIDENT EROTH-STATUTEPER LIMITS(MM/DD/YYYY)POLICY EXP(MM/DD/YYYY)POLICY EFFPOLICY NUMBERTYPE OF INSURANCELTRINSR DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) EXCESS LIAB UMBRELLA LIAB $EACH OCCURRENCE $AGGREGATE $ OCCUR CLAIMS-MADE DED RETENTION $ $PRODUCTS - COMP/OP AGG $GENERAL AGGREGATE $PERSONAL & ADV INJURY $MED EXP (Any one person) $EACH OCCURRENCE DAMAGE TO RENTED $PREMISES (Ea occurrence) COMMERCIAL GENERAL LIABILITY CLAIMS-MADE OCCUR GEN'L AGGREGATE LIMIT APPLIES PER: POLICY PRO-JECT LOC CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) CANCELLATION AUTHORIZED REPRESENTATIVE ACORD 25 (2016/03) © 1988-2016 ACORD CORPORATION. All rights reserved. CERTIFICATE HOLDER The ACORD name and logo are registered marks of ACORD HIREDAUTOS ONLY ATL-005469880-08 Annual Aggregate: of Marsh USA LLC ATLANTA, GA 30326 N 6 04/30/2023Professional LiabilityA 12/05/2023 .. 1,000,000 1,000,000 Re: Agreement No. : PSA23-2031FAC, Proposal No. RFP23-1888FAC; Citywide Facility Condition Assessment and Facility System Asset Inventory Carlsbad, CA 92008 City of Carlsbad/CMWD CN102421774-Atkin-EO-23-24 Limit: Per Claim (claims made policy) 32727 04/30/2024 TWO ALLIANCE CENTER MARSH USA, LLC. 3560 LENOX ROAD, SUITE 2400 4030 West Boy Scout Blvd. AtkinsRéalis USA, Inc. Tampa, FL 33607 Suite 700 B0509FINPA2350092 1635 Faraday Avenue Lloyd Underwriters DocuSign Envelope ID: 63DB5AD3-1971-4DD2-BD11-820594408FAD ACORD® I ~ I f--□ □ f-- f-- Fl □ □ f-- f--~ f--f-- f--f-- f--H I I I I I □ I ~ ~ ACORD 101 (2008/01) The ACORD name and logo are registered marks of ACORD © 2008 ACORD CORPORATION. All rights reserved. THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER:FORM TITLE: ADDITIONAL REMARKS ADDITIONAL REMARKS SCHEDULE Page of AGENCY CUSTOMER ID: LOC #: AGENCY CARRIER NAIC CODE POLICY NUMBER NAMED INSURED EFFECTIVE DATE: 22 Marsh, Inc. makes no representations or warranties, expressed or implied, concerning the financial condition or solvency of any insurers or reinsurers. A.M. Best’s Ratings are under continuous review and AM Best rating of “A” as of 7/15/2022� Atlanta � � �� �� Professional Liability: � �� � Professional Liability placement was made by Marsh Canada. Marsh USA has only acted in the role of a consultant to the client with respect to the placement, which is indicated here for your convenience.� Certificate of Liability Insurance CN102421774 subject to change and/or affirmation. For the latest Best’s Ratings and Best’s Company Reports (which include Best’s Ratings), visit the A.M. Best website at www.ambest.com. Refer to the Guide to Best’s not responsible for transcription errors made in presenting Best’s Ratings. Best’s Ratings are proprietary and may not be reproduced or distributed without the express written permission of A.M. Best Company. MARSH USA, LLC.� 4030 West Boy Scout Blvd.� AtkinsRéalis USA, Inc.� Tampa, FL 33607 Suite 700� 25 Ratings for explanation of use and charges. Best’s Ratings reproduced herein appear under license from A.M. Best and do not constitute, either expressly or impliedly, an endorsement by Marsh. A.M. Best is DocuSign Envelope ID: 63DB5AD3-1971-4DD2-BD11-820594408FAD I PSA23-2031FAC 1 City Attorney Approved 09/11/23 ASSIGNMENT AND ASSUMPTION AGREEMENT FOR CITYWIDE FACILITY CONDITION ASSESSMENT AND FACILITY SYSTEM ASSET INVENTORY SERVICES WITH ATKINSRÉALIS USA, INC. THIS ASSIGNMENT AND ASSUMPTION AGREEMENT (“Assignment Agreement”) is made and entered into this _______ day of ______________ 2023, by and between the City of Carlsbad, a California charter city (“City”), and Atkins North America, Inc., a Florida corporation doing business as Faithful+Gould, (“Assignor”) and AtkinsRéalis USA, Inc., a Florida corporation (“Assignee”), and is made with reference to the following facts: RECITALS A. On December 16, 2022, the City and Assignor entered into a Professional Services Agreement concerning facility condition assessment and facility system asset inventory services for the City (the “Agreement”). B. Section 24 of the Agreement allows Assignor to assign rights and obligations under the Agreement upon written approval of the City. C. On October 12, 2023, Assignor filed an Articles of Amendment to Articles of Incorporation with the State of Florida (#233840) changing its legal name to AtkinsRéalis USA, Inc. D. Assignor desires to assign its interest in the Agreement to Assignee. Further, Assignee desires to accept assignment of Assignor’s interest in the Agreement and City consents to the assignment of the interest in the Agreement from Assignor to Assignee. NOW THEREFORE, incorporating the above recitals and in consideration of the covenants and obligations set forth herein, the parties hereto agree as follows: 1. Assignment. Assignor hereby assigns, transfers and conveys to Assignee all of Assignor’s rights, duties, liabilities, and obligations as set forth in the Agreement. 2. Assumption. Assignee hereby assumes all of Assignor’s rights and obligations as set forth in the Agreement. 3. City Consent. City hereby agrees and consents to the assignment of all of Assignor’s rights and obligations, duties, liabilities and obligations as set forth in the Agreement to Assignee. 4. General Terms and Conditions. The following general terms and conditions shall apply to this Assignment Agreement. 4.1 Hold Harmless. In addition to the hold harmless provisions contained within the Agreement, and except as to the sole negligence, or willful misconduct of City, Assignee shall defend, indemnify and hold the City, its officials (appointed and elected), officers and employees (each an “Indemnified Party”), harmless from any and all loss, damage, claim for damage, liability, expense or cost, including attorneys’ fees, which arises out of or is in any way connected with this Assignment Agreement, notwithstanding that City may have benefitted from this Assignment Agreement. The hold harmless provision shall apply to any acts or omissions, willful misconduct or negligent conduct, whether active or passive, on the part of Assignee. The parties expressly agree that this section shall survive the expiration or early termination of this Agreement. DocuSign Envelope ID: 63DB5AD3-1971-4DD2-BD11-820594408FAD 11th December PSA23-2031FAC 2 City Attorney Approved 09/11/23 4.2. Counterparts. This Assignment Agreement may be executed in counterparts, each of which shall be deemed an original, but all of which, together, shall constitute one and the same instrument. 4.3. Successors and Assigns. It is mutually understood and agreed that this Assignment Agreement shall be binding upon City, Assignor and Assignee and their respective successors. Neither this Assignment Agreement or any part hereof nor any monies due or to become due hereunder may be assigned by Assignee without the prior consent of City. 4.4. Governing Law. This Assignment Agreement shall be governed by, interpreted under, and construed and enforced in accordance with, the laws of the State of California. 4.5. Venue. Any action at law or in equity brought by either of the parties hereto for the purpose of enforcing a right or rights provided for by this Assignment Agreement shalt be tried in a court of competent jurisdiction in the County of San Diego, State of California, and the parties hereby waive all provisions of law providing for a change of venue in such proceedings to any other county. 4.6. Notices. Service of any notices, bills, invoices or other documents required or permitted under this Assignment Agreement shall be sufficient if sent by one party to the other by United States mail, postage prepaid and addressed as follows: City: City Manager City of Carlsbad 1635 Faraday Avenue Carlsbad, CA 92008 Assignor: Atkins North America, Inc. d.b.a. Faithful+Gould 4030 W Boy Scout Blvd. Ste 700 Tampa, FL 33607 (Principal Address) Assignee: AtkinsRéalis USA, Inc. 4030 W Boy Scout Blvd. Ste 700 Tampa, FL 33607 (Principal Address) 4.7 Authority. The parties executing this Assignment Agreement on behalf of City, Assignor and Assignee each represent and warrant that they have the legal power, right and actual authority to bind the City, Assignor and Assignee. 4.8 Severability. Each provision, term, condition, covenant, and/or restriction, in whole and in part, in this Assignment Agreement shall be considered severable. In the event any provision, term, condition, covenant, and/or restriction, in whole and in part, in this Assignment Agreement is declared invalid, unconstitutional, or void for any reason, such provision or part thereof shall be severed from this Assignment Agreement and shall not affect any other provision, term, condition, covenant, and/or restriction, of this Assignment Agreement and the remainder of this Assignment Agreement shall continue in full force and effect. 4.9 Effective Date. This Assignment Agreement shall be effective upon the date and year first above written. DocuSign Envelope ID: 63DB5AD3-1971-4DD2-BD11-820594408FAD PSA23-2031FAC 3 City Attorney Approved 09/11/23 ASSIGNOR: Atkins North America, Inc., a Florida corporation d.b.a. Faithful+Gould CITY OF CARLSBAD, a municipal corporation of the State of California By: By: (sign here) Scott Chadwick, City Manager Susan C. Reinhardt, VP and Treasurer (print name/title) By: Attest: _____________________________ (sign here) ___________________________ (print name/title) ASSIGNEE: for Sherry Freisinger, City Clerk AtkinsRéalis USA, Inc., a Florida corporation By: (sign here) Susan C. Reinhardt, VP and Treasurer (print name/title) By: __________________________________ (sign here) __________________________________ (print name / title) If required by City, proper notarial acknowledgment of execution by contractor must be attached. If a Corporation, Agreement must be signed by one corporate officer from each of the following two groups: Group A. 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: CINDIE K. McMAHON, City Attorney By: _____________________________ Deputy City Attorney DocuSign Envelope ID: 63DB5AD3-1971-4DD2-BD11-820594408FAD PSA23-2031 FAC AGREEMENT FOR CITY WIDE FACILITY CONDITION ASSESSMENT AND FACILITY SYSTEM ASSET INVENTORY SERVICES ATKINS NORTH AMERICA, INC. OBA FAITHFUL+GOULD 11.W"THIS AGREEMENT is made and entered into as of the -�-"----day ofD t � , 2022 , by and between the City of Carlsbad, California, a municipal corporation ("City") and Atkins North America, Inc., a Florida corporation d.b.a. Faithful+Gould ("Contractor"). RECITALS A.City requires the professional services of a consultant that is experienced in city wide facility condition assessment and facility system asset inventory. B.Contractor has the necessary experience in providing professional services andadvice related to city wide facility condition assessment and facility system asset inventory. C.Contractor has submitted a proposal to City under RFP23-1888FAC 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 inaccordance 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 whileexercising 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. The City Manager may amend the Agreement to extend it for two (2) additional one (1)year periods or parts thereof. Extensions will be based upon a satisfactory review of Contractor'sperformance, City needs, and appropriation of funds by the City Council. The parties will prepare a written amendment indicating the effective date and length of the extended Agreement. 4.TIME IS OF THE ESSENCE Time is of the essence for each and every provision of this Agreement. 5.COMPENSATIONThe total fee payable for the Services to be performed during the initial Agreement term will be two hundred ninety-one thousand one hundred seventy-three dollars ($291,173.00). 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." City Attorney Approved Version 8/2/2022 PSA23-2031FAC City Attorney Approved Version 8/2/2022 2 6.STATUS OF CONTRACTOR Contractor will perform the Services in Contractor's own way as an independent contractor andin pursuit of Contractor's independent calling, and not as an employee of City. Contractor will beunder control of City only as to the result to be accomplished, but will consult with City asnecessary. The persons used by Contractor to provide services under this Agreement will not beconsidered 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 ofContractor or any agent, employee, or subcontractor of Contractor for work done under thisAgreement. At the City’s election, City may deduct the indemnification amount from any balanceowing 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 theacts and omissions of Contractor's subcontractor and of the persons either directly or indirectlyemployed by the subcontractor, as Contractor is for the acts and omissions of persons directlyemployed by Contractor. Nothing contained in this Agreement will create any contractualrelationship between any subcontractor of Contractor and City. Contractor will be responsible forpayment of subcontractors. Contractor will bind every subcontractor and every subcontractor ofa subcontractor by the terms of this Agreement applicable to Contractor's work unless specificallynoted to the contrary in the subcontract and approved in writing by City. 8.OTHER CONTRACTORSThe 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, employeesand volunteers from and against all claims, damages, losses and expenses including attorney’sfees 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 orindirectly 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.INSURANCEContractor will obtain and maintain for the duration of the Agreement and any and allamendments, 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’sagents, representatives, employees or subcontractors. The insurance will be obtained from aninsurance 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 surplusline insurer on the State of California’s List of Approved Surplus Line Insurers (LASLI) with a rating PSA23-2031FAC City Attorney Approved Version 8/2/2022 3 in the latest Best’s Key Rating Guide of at least “A:X”; OR an alien non-admitted insurer listed by the National Association of Insurance Commissioners (NAIC) latest quarterly listings report. 10.1 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 project/location or the general aggregate limit shall be twice the required occurrence limit. 10.1.2 Automobile Liability. (if the use of an automobile is involved for Contractor's work for City). $2,000,000 combined single-limit per accident for bodily injury and property damage. 10.1.3 Workers' Compensation and Employer's Liability. Workers' Compensation limits as required by the California Labor Code. Workers' Compensation will not be required if Contractor has no employees and provides, to City's satisfaction, a declaration stating this. 10.1.4 Professional Liability. Errors and omissions liability appropriate to Contractor’s profession with limits of not less than $1,000,000 per claim. Coverage must be maintained for a period of five years following the date of completion of the work. 10.2 Additional Provisions. Contractor will ensure that the policies of insurance required under this Agreement contain, or are endorsed to contain, the following provisions: 10.2.1 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 PSA23-2031FAC City Attorney Approved Version 8/2/2022 4 maintain insurance and City may collect these payments from Contractor or deduct the amount paid from any sums due Contractor under this Agreement. 10.5 Submission of Insurance Policies. City reserves the right to require, at any time, complete and certified copies of any or all required insurance policies and endorsements. 11.BUSINESS LICENSEContractor will obtain and maintain a City of Carlsbad Business License for the term of theAgreement, as may be amended from time-to-time. 12.ACCOUNTING RECORDSContractor will maintain complete and accurate records with respect to costs incurred under thisAgreement. 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 andany other documents created pursuant to this Agreement. Contractor will allow inspection of allwork, 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 pursuantto this Agreement is the property of City. In the event this Agreement is terminated, all workproduct produced by Contractor or its agents, employees and subcontractors pursuant to thisAgreement will be delivered at once to City. Contractor will have the right to make one (1) copyof the work product for Contractor’s records. 14.COPYRIGHTSContractor agrees that all copyrights that arise from the services will be vested in City andContractor 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 onbehalf of City and on behalf of Contractor under this Agreement. For City For Contractor Name Charles Balteria Name Dean M. Leonard Title Program Manager Title Project Manager Department Public Works Address 12544 High Bluff Drive, Suite 300 City of Carlsbad San Diego, CA 92130 Address 405 Oak Ave. Phone No. 480-286-5705 Carlsbad, CA 92008 Email dean.leonard@fgould.com Phone No. 760-802-7530 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. PSA23-2031FAC City Attorney Approved Version 8/2/2022 5 16.CONFLICT OF INTEREST Contractor shall file a Conflict of Interest Statement with the City Clerk in accordance with therequirements of the City of Carlsbad Conflict of Interest Code. The Contractor shall reportinvestments or interests in all categories. Yes No 17.GENERAL COMPLIANCE WITH LAWSContractor will keep fully informed of federal, state and local laws and ordinances and regulationswhich 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 serviceswith 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 PROHIBITEDContractor will comply with all applicable local, state and federal laws and regulations prohibitingdiscrimination and harassment. 19.DISPUTE RESOLUTION If a dispute should arise regarding the performance of the Services the following procedure willbe used to resolve any questions of fact or interpretation not otherwise settled by agreementbetween 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 partiesinvolved along with recommended methods of resolution, which would be of benefit to bothparties. The representative receiving the letter will reply to the letter along with a recommendedmethod of resolution within ten (10) business days. If the resolution thus obtained is unsatisfactoryto the aggrieved party, a letter outlining the disputes will be forwarded to the City Manager. TheCity 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 bindingupon the parties involved, although nothing in this procedure will prohibit the parties from seekingremedies available to them at law. 20.TERMINATION In the event of the Contractor's failure to prosecute, deliver, or perform the Services, City mayterminate this Agreement for nonperformance by notifying Contractor by certified mail of thetermination. 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. Uponnotification of termination, Contractor has five (5) business days to deliver any documents ownedby City and all work in progress to City address contained in this Agreement. City will make adetermination of fact based upon the work product delivered to City and of the percentage of workthat Contractor has performed which is usable and of worth to City in having the Agreementcompleted. Based upon that finding City will determine the final payment of the Agreement. City may terminate this Agreement by tendering thirty (30) days written notice to Contractor. Contractor may terminate this Agreement by tendering thirty (30) days written notice to City. In the event of termination of this Agreement by either party and upon request of City, Contractor will assemble the work product and put it in order for proper filing and closing and deliver it to City. □ PSA23-2031FAC City Attorney Approved Version 8/2/2022 6 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 FEESContractor warrants that Contractor has not employed or retained any company or person, otherthan a bona fide employee working for Contractor, to solicit or secure this Agreement, and thatContractor has not paid or agreed to pay any company or person, other than a bona fideemployee, any fee, commission, percentage, brokerage fee, gift, or any other considerationcontingent upon, or resulting from, the award or making of this Agreement. For breach or violationof 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 thefee, commission, percentage, brokerage fees, gift, or contingent fee. 22.CLAIMS AND LAWSUITSBy 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 anticipationof litigation or in conjunction with litigation. Contractor acknowledges that if a false claim issubmitted 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 personknowingly submits a false claim to a public entity. These provisions include false claims madewith deliberate ignorance of the false information or in reckless disregard of the truth or falsity ofinformation. If City seeks to recover penalties pursuant to the False Claims Act, it is entitled torecover its litigation costs, including attorney's fees. Contractor acknowledges that the filing of afalse claim may subject Contractor to an administrative debarment proceeding as the result ofwhich Contractor may be prevented to act as a Contractor on any public work or improvement fora period of up to five (5) years. Contractor acknowledges debarment by another jurisdiction isgrounds for City to terminate this Agreement. 23.JURISDICTION AND VENUEAny action at law or in equity brought by either of the parties for the purpose of enforcing a rightor 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 fora change of venue in these proceedings to any other county. 24.SUCCESSORS AND ASSIGNSIt is mutually understood and agreed that this Agreement will be binding upon City and Contractorand 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, whichshall not be unreasonably withheld. 25.ENTIRE AGREEMENTThis Agreement, together with any other written document referred to or contemplated by it, alongwith the purchase order for this Agreement and its provisions, embody the entire Agreement andunderstanding between the parties relating to the subject matter of it. In case of conflict, the termsof the Agreement supersede the purchase order. Neither this Agreement nor any of its provisionsmay be amended, modified, waived or discharged except in a writing signed by both parties. 26.AUTHORITY PSA23-2031 FAC The individuals executing this Agreement and the instruments referenced in it on behalf ofContractor each represent and warrant that they have the legal power, right and actual authorityto bind Contractor to the terms and conditions of this Agreement. CONTRACTOR ATKINS NORTH AMERICA, INC., a Florida corporation d.b.a. Faithful+Gould By: By: (sign here) Dean M. Leonard, Vice­ President (print name/title) (sign here) Susan C. Reinhardt, Chief Financial Officer (print name/title) CITY OF CARLSBAD, a municipal corporation of the State of C · ·a By: Matt Hall, Mayor ATTEST: for Faviola Medina, City Clerk Services Manager 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: CINDIE K. McMAHON BY: -�u�·IA-�).,j_·t-_�_. � __ IA-__City Attorney City Attorney Approved Version 8/2/2022 7 t!tk: PSA23-2031FAC City Attorney Approved Version 8/2/2022 8 EXHIBIT “A” SCOPE OF SERVICES Facility Condition Assessment and Facility System Asset Inventory Contractor shall provide all tools, materials and labor to provide citywide facility condition assessment and facility system asset inventory services for the city owned facilities identified in EXHIBIT B. Incremental payments shall be based on the completion and acceptance of work identified in Tasks 1-4 in accordance with the Vendor Proposed Cost of Services chart EXHIBIT C. Task 1: Facility Condition Inspection Consultant will visually inspect each facility listed in Exhibit “B” and note physical or operational deficiencies. The building systems captured in the inspection shall include, but are not limited to: •Site Systems (pavements, site concrete, lighting, retaining walls, fencing, site grading,storm water drainage features, and the parking area) •Structural Systems •Roof Systems •Building Exterior Elements (exterior wall systems, window and door systems) •Mechanical, Electrical, Plumbing (MEP) Systems •Security, Fire and Life Safety Systems •Conveyance Systems •Interior Finishes (walls, floors, ceilings, counters) Energy Conservation Measures Contractor shall identify energy conservation measures as part of their data collection process and analyze opportunities where energy conservation measures can be made. Contractor will identify the cost of recommended upgrades and typical annual energy savings with simple payback within Task 2. Task 2: Compile Information & Report Consultant will prepare a comprehensive report detailing the inspection findings. At a minimum, the following information is anticipated to be required for each facility inspected: 1.Facility Characteristics a.Facility Name and physical location. b. The square footage of the building and size of the property (square feet or acres).c.The buildings age or approximate age in years.d.An inventory of all building systems with each system component quantified as acount, area, a length, and/or a height. The consultant shall use whichevermeasurement is most appropriate for each facility system. PSA23-2031FAC City Attorney Approved Version 8/2/2022 9 2. Current Conditions a. Provide an assessment of the current conditions of each building system.b.Consultant shall note all deficiencies observed during the inspection and providerecommendations to repair or replace these components to restore optimalcondition.c.Provide an expenditure forecast for each facility of non-routine maintenanceexpenditures anticipated over the next 10 years with aggregate value greater than$1,000. 3. Useful Life a.Estimate the average remaining useful life of each facility listed in Exhibit B. The useful life is the time period the facility will be in use before being replaced. 4. Replacement Cost a.Estimate the replacement cost for each facility listed in Exhibit B based on thecurrent costs for design, construction, and other pertinent factors. Consultant will also define the appropriate type of inflationary factor useful in projecting futurereplacement cost in US dollars. 5.Facility Condition Index Score a. Consultant will compute a Facility Condition Index Score comparing the estimatedcosts of repairs to the projected cost to replace the facility. The City will use thisinformation to budget capital improvements/repairs for future years. Consultantsmust provide a detailed description of the methodology proposed for assigning theFacility Condition Index Scores. Task 3: Floor Plan Update The Consultant will use City provided floorplans in JPEG, PDF and AutoCAD formats to produce updated floorplans for each facility. The floorplans are to be delivered in PDF and AutoCAD.dwg (2014 or newer) file format. Floorplans delivered in AutoCAD .dwg format will be georeferenced using NAD 1983 StatePlane California VI FIPS 0406 (US Feet) WKID 2230 coordinates. The purpose is to leverage this data for importing into the City’s ArcGIS platform. Each floor plan feature, i.e., building footprint, exterior walls, interior walls, windows, doors, interior partitions (cubicles), columns, stairs, elevators, room areas, floor areas, roof type areas will be on separate layers within each .dwg. Each building will use the same layering schema with each building feature being on an different layer. /// /// /// /// PSA23-2031FAC City Attorney Approved Version 8/2/2022 10 Task 4: Facility System Asset Inventory The Consultant will prepare a detailed Facility System Asset Inventory with photographs of major fixed facility system assets with replacement values over $1,000. The Facility System Asset Inventory shall include the following information and any additional pertinent information required by the city to manage and maintain the facility system asset. All Asset Classes •City Asset No. (provided by the city) •System ID (If any) •Description •Location •Floor •Manufacturer •Model No. •Serial No. •Install date •Expected Useful Life ReplacementDate •Warranty Start/ExpireRoof Systems •Roof Area Square Footage •Roof Application •Deck Type •Insulation Type •Cover Board Type •Overflow Scuppers Size •Base Flashing Type •Cap Flashing Type •Perimeter Enclosure TypeHVAC •SEER Rating •BTU Capacity •Energy TypePlumbing •Gallons Capacity •Gallons Capacity Per Minute •BtuH Electrical •Capacity •VoltageConveyance Systems •Load Capacity •Drive System TypeInterior Finishes •Floor Types in Square Footage PSA23-2031FAC City Attorney Approved Version 8/2/2022 11 Deliverable Format Facility System Asset information will be delivered in a SQL Server ver.xx relational database. Assets will be identified with unique asset ID’s and will include related building and site ID’s. Relevant equipment information as described above will be included in each asset record. Separate tables for each asset type will be used. Assets will be located on city provided ArcGIS geodatabase floor plans. All assets are to be located using point geometry. Mapping equipment networks like HVAC ducting, electrical circuits, plumbing, etc., are not a part of this scope. A geodatabase schema will be provided by the City as a reference. Assets will be located using NAD 1983 StatePlane California VI FIPS 0406 (US Feet) WKID 2230 coordinates and will include the floor number or roof designation. The Consultant will apply a city provided .75’’ x 2’’ Asset Label with barcode near the Manufacture’s Name Plate or other visible location on the corresponding asset pursuant to city provided directions. PSA23-2031FAC City Attorney Approved Version 8/2/2022 12 EXHIBIT “B” Facility List Facility Address Facility Type Sq. Ft. Built Site Alga Norte Community Park 6565 Alicante Road Recreation 17,414 2014 32 Acres Building 1, Showers/ Pump Room 5,780 Building 2, Administration 3,043 Building 3, Showers/Meeting/Grill 5,255 Building 4, Ticket Booths 200 Building 5, Shop/Office 1,215 Building 6, Snack Bar/Restroom 1,131 Building 7, Restroom 790 Aviara Community Park 6435 Ambrosia Lane Recreation 4,666 2006 24 Acres Aviara Overlook Catering Facility 6438 Ambrosia Lane 967 2019 East Restroom 1,361 West Restroom 1,053 Maintenance Shop and Office 1,285 Bauer Lumber Building (New Village Arts) 2787 State Street Leased Property 9,750 pr 1950 9,750 sq. ft. Main Building 9,750 Beach Restroom - Pine 3251 Ocean Street Recreation 432 1997 432 sq. ft. Restroom 432 Beach Restroom - Tamarack 3901 Carlsbad Blvd Recreation 509 pr 1970 509 sq. ft. Restroom 509 Calavera Community Park 2997 Glasgow Drive Recreation 20,353 1989 21 Acres Community Center 19,471 Snack Bar/Restroom 882 Chase Field 3349 Harding Street Recreation 783 est.1965 124,848 sq. ft Snack Bar/Restroom 783 PSA23-2031FAC City Attorney Approved Version 8/2/2022 13 Facility Address Facility Type Sq. Ft. Built Site City Hall Complex 1200 Carlsbad Village Drive Administration 16,000 1968 3.85 Acres North Wing 8,500 South Wing 5,000 City Council Chambers 2,500 Cole Library 1250 Carlsbad Village Drive Library 25,033 1967 118,500 sq. ft. Main Building 25,033 Dove Library 1775 Dove Lane Library 73,537 1999 196,000 sq. ft. Main Building 76,537 Elmwood House 1255 Elmwood Ave Administration 2,358 60s 12,075 sq. ft. Main Building 2,358 Faraday 1635 Faraday Ave Administration 68,000 2000 6.68 Acres Main Building 68,000 Farmers Claims Building 2351 Faraday Ave Public Safety 6,100 1981 Main Building 6,100 Fire Station No. 1 1275 Carlsbad Village Drive Public Safety 7,348 1965 21,518 sq. ft. Station House 4,756 Butler Building 2,592 Fire Station No. 2 1906 Arenal Public Safety 10,858 2022 Fire Station No. 3 3465 Trail Blazer Way Public Safety 11,311 2014 2.314 Acres Station House 10,858 Hose Tower 453 Fire Station No. 4 6885 Batiquitos Lane Public Safety 3,718 1986 21,900 sq. ft. Station House 3,718 Fire Station No. 5 2540 Orion Way Public Safety 15,421 1988 81,000 sq. ft. Station House 12,709 Hose Tower 612 PSA23-2031FAC City Attorney Approved Version 8/2/2022 14 Facility Address Facility Type Sq. Ft. Built Site Storage 2,100 Fire Station No. 6 7201 Rancho Santa Fe Rd Public Safety 6,712 2008 32,000 sq. ft. Station House 6,252 Apparatus Garage 460 Fleet Service Center 2480 Impala Drive Public Safety 10,540 1986 21,900 sq. ft. Shop and Office 10,540 Harding Community Center 3096 Harding Street Recreation 11,168 1940's 27,500 sq. ft. Main Building 2,669 "D" Building 760 Auditorium 4,872 Rec Hall 2,867 Hidden Canyon Park 2685 Vancouver Street Recreation 676 2006 96,449 sq. ft.. Restroom 676 Holiday Park 3235 Eureka Place Recreation 5,276 pr 1950 5.9 Acres Holiday House 3235 Eureka Place 822 pr 1960 Kruger House 3215 Eureka Place Pre-School 1,226 pr 1960 Scout House 3225 Eureka Place 2,144 pr 1950 West Restroom 3200 Pio Pico Drive 608 1995 East Restroom 3200 Pio Pico Drive 476 1960's La Costa Canyon Park 3020 Pueblo Street Recreation 402 1980 95,400 sq. ft. Restroom 402 Laguna Riviera Park 4900 Kelly Drive Recreation 302 1973 87,850 sq. ft. Restroom 302 Las Palmas Building (MiraCosta College) 2075 Las Palmas Leased Property 22,627 1986 85,840 sq. ft. Main Building 22,627 Leo Carrillo Ranch Historic Park 6200 Flying LC Ln Historic 15,259 1937 27 Acres Barn (Visitor Center) 1,200 PSA23-2031FAC City Attorney Approved Version 8/2/2022 15 Facility Address Facility Type Sq. Ft. Built Site Cabana (Restrooms) 1,587 Cantina 488 Caretaker's House (Staff Office) 1,108 Carriage House 892 Carrillo Parks Trailer (Modular) 158 Chicken Coop Restrooms 892 2018 Deedie's House 520 Caretaker's House Restrooms 406 Hacienda 2,766 Park Residence (Modular) 1,660 2003 Stable 3,582 Library Learning Center 3368 Eureka Place Library 16,193 2008 44,660 sq. ft. Learning Center 11,393 Modular Pre-School 4,800 Magee Park 258 Beach Historic 5,451 2.1 Acres Magee House 2,416 pr 1900 Barn 720 1896 Heritage Hall 2650 Garfield 1,442 pr 1920 Granary 2659 Garfield 470 1887 Block House 258 Beach Street 403 1960's Monroe Street Pool 3401 Monroe Street Recreation 3,787 1981 88,700 sq. ft. Aquatics Building 2,665 Equipment Building 1,122 CMWD Operations 5950 El Camino Real Operations 18,212 1989 6.09 Acres Office Building 13,010 Warehouse 5,202 Parks Yard 1166 Carlsbad Village Dr Operations 4,012 1950's 44,200 sq. ft. PSA23-2031FAC City Attorney Approved Version 8/2/2022 16 Facility Address Facility Type Sq. Ft. Built Site Greenwood House 892 pr 1950 Breakroom 960 Modular Office 1,440 Parks Fertilizer Shed 720 Pine Avenue Community Park 3333 Harding Street Recreation 18,245 7.7 Acres Community Center 3209 Harding Street 18,000 2018 Restroom 245 Poinsettia Community Park 6600 Hidden Valley Road Recreation 1,832 1996 42 Acres North Restrooms 587 South Restroom 808 East Restroom 596 2022 Ballfield Storage 437 Public Works Operations 405 Oak Ave Operations 9,950 1950's 22,500 sq. ft. Office Building 3,688 Modular Building 1,844 Leadman Office 2,136 Sign Shop 2,282 Railroad Depot 400 Carlsbad Village Drive Historic 1,566 pr 1900 33,460 sq. ft. Main Building 1,566 Recycled Water Facility 6220 Avenida Encinas Operations 4,356 2006 Main Building 4,356 Police & Fire Headcounters 2560 Orion Way Public Safety 55,027 1986 162,000 sq. ft. Main Building 55,027 Safety Training Center 5750 Orion St Public Safety 45,501 2012 4.06 Acres Building S 36,697 Building C 6,558 Building R 2,246 PSA23-2031FAC City Attorney Approved Version 8/2/2022 17 Facility Address Facility Type Sq. Ft. Built Site Senior Center 799 Pine Ave Recreation 31,895 1989 131,120 sq. ft. Main Building 31,895 Stagecoach Community Park 3420 Camino de los Coches Recreation 20,630 1987 28 Acres Community Center 18,268 East Restroom 864 West Restroom 1,053 Maintenance Shop and Office 445 PSA23-2031FAC City Attorney Approved Version 8/2/2022 18 EXHIBIT “C” VENDOR PROPOSED COST OF SERVICES Facility Task 1 Fee Task 2 Fee Task 3 Fee Task 4 Fee Total Fee Alga Norte Community Park Building 1, Showers/ Pump Room 435.00 1,595.00 783.00 435.00 $3,248 Building 2, Administration 435.00 1,595.00 783.00 290.00 $3,103 Building 3, Showers/Meeting/Grill 435.00 1,595.00 783.00 435.00 $3,248 Building 4, Ticket Booths 145.00 1,015.00 715.00 145.00 $2,020 Building 5, Shop/Office 290.00 1,015.00 788.00 290.00 $2,383 Building 6, Snack Bar/Restroom 290.00 1,015.00 788.00 290.00 $2,383 Building 7, Restroom 145.00 1,015.00 788.00 145.00 $2,093 Aviara Community Park Aviara Overlook Catering Facility 145.00 1,015.00 788.00 145.00 $2,093 East Restroom 145.00 1,595.00 503.00 290.00 $2,533 West Restroom 145.00 1,595.00 788.00 290.00 $2,818 Maintenance Shop and Office 145.00 1,595.00 788.00 290.00 $2,818 Bauer Lumber Building - New Village Arts Main Building 435.00 2,755.00 1,773.00 435.00 $5,398 Beach Restroom - Pine Restroom 145.00 1,595.00 788.00 145.00 $2,673 Beach Restroom - Tamarack Restroom 145.00 1,595.00 788.00 145.00 $2,673 Calavera Community Park Community Center 435.00 2,755.00 83.00 435.00 $3,708 Snack Bar/Restroom 145.00 1,015.00 788.00 145.00 $2,093 Chase Field Snack Bar/Restroom 145.00 1,595.00 788.00 145.00 $2,673 City Hall Complex North Wing 290.00 1,595.00 503.00 435.00 $2,823 South Wing 290.00 1,595.00 503.00 290.00 $2,678 City Council Chambers 290.00 1,595.00 503.00 290.00 $2,678 Cole Library Main Building 580.00 3,045.00 783.00 435.00 $4,843 Dove Library Main Building 1,160.00 4,205.00 783.00 580.00 $6,728 Elmwood House Main Building 290.00 1,595.00 1,068.00 290.00 $3,243 PSA23-2031FAC City Attorney Approved Version 8/2/2022 19 Facility Task 1 Fee Task 2 Fee Task 3 Fee Task 4 Fee Total Fee Faraday Main Building 1,160.00 4,205.00 783.00 580.00 $6,728 Farmers Claims Building Main Building 435.00 2,175.00 1,773.00 435.00 $4,818 Fire Station No. 1 Station House 435.00 1,595.00 503.00 290.00 $2,823 Butler Building 290.00 1,595.00 1,068.00 290.00 $3,243 Fire Station No. 2 Main Building 435.00 1,595.00 503.00 435.00 $2,968 Fire Station No. 3 Station House 435.00 1,595.00 503.00 435.00 $2,968 Hose Tower 145.00 1,015.00 788.00 145.00 $2,093 Fire Station No. 4 Station House 290.00 2,175.00 503.00 290.00 $3,258 Fire Station No. 5 Station House 435.00 2,900.00 503.00 435.00 $4,273 Hose Tower 145.00 1,885.00 788.00 145.00 $2,963 Storage 290.00 1,595.00 1,068.00 290.00 $3,243 Fire Station No. 6 Station House 435.00 2,175.00 503.00 435.00 $3,548 Apparatus Garage 145.00 1,015.00 788.00 145.00 $2,093 Fleet Service Center Shop and Office 435.00 2,900.00 503.00 435.00 $4,273 Harding Community Center Main Building 290.00 1,595.00 1,068.00 290.00 $3,243 "D" Building 145.00 870.00 788.00 145.00 $1,948 Auditorium 290.00 2,175.00 1,068.00 290.00 $3,823 Rec Hall 290.00 2,175.00 1,068.00 290.00 $3,823 Hidden Canyon Park Restroom 145.00 1,595.00 788.00 145.00 $2,673 Holiday Park Holiday House 145.00 1,450.00 503.00 145.00 $2,243 Kruger House 435.00 1,595.00 503.00 290.00 $2,823 Scout House 435.00 2,175.00 503.00 290.00 $3,403 West Restroom 145.00 1,450.00 788.00 145.00 $2,528 East Restroom 145.00 870.00 788.00 145.00 $1,948 La Costa Canyon Park Restroom 145.00 1,305.00 228.00 145.00 $1,823 Laguna Riviera Park Restroom 145.00 1,305.00 228.00 145.00 $1,823 PSA23-2031FAC City Attorney Approved Version 8/2/2022 20 Facility Task 1 Fee Task 2 Fee Task 3 Fee Task 4 Fee Total Fee Las Palmas Building (MiraCosta College) Main Building 580.00 3,045.00 83.00 435.00 $4,143 Leo Carrillo Ranch Historic Park Barn (Visitor Center) 290.00 1,450.00 788.00 290.00 $2,818 Cabana (Restrooms) 290.00 1,450.00 788.00 290.00 $2,818 Cantina 145.00 870.00 788.00 145.00 $1,948 Caretaker's House (Staff Office) 290.00 1,450.00 788.00 290.00 $2,818 Carriage House 145.00 870.00 788.00 145.00 $1,948 Carrillo Parks Trailer (Modular) 145.00 870.00 715.00 145.00 $1,875 Chicken Coop Restrooms 145.00 870.00 788.00 145.00 $1,948 Deedie's House 145.00 870.00 788.00 145.00 $1,948 Caretaker's House Restrooms 145.00 870.00 788.00 145.00 $1,948 Hacienda 290.00 1,450.00 1,068.00 290.00 $3,098 Park Residence (Modular) 290.00 1,450.00 788.00 290.00 $2,818 Stable 290.00 1,450.00 1,068.00 290.00 $3,098 Library Learning Center Learning Center 290.00 1,450.00 1,773.00 435.00 $3,948 Modular 290.00 1,450.00 1,068.00 290.00 $3,098 Magee Park Magee House 435.00 1,595.00 83.00 290.00 $2,403 Barn 290.00 870.00 788.00 145.00 $2,093 Heritage Hall 435.00 1,885.00 788.00 290.00 $3,398 Granary 290.00 870.00 788.00 145.00 $2,093 Block House 290.00 870.00 788.00 145.00 $2,093 Monroe Street Pool Aquatics Building 290.00 1,595.00 503.00 290.00 $2,678 Equipment Building 145.00 1,015.00 788.00 290.00 $2,238 CMWD Operations Office Building 435.00 2,755.00 503.00 435.00 $4,128 Warehouse 290.00 1,015.00 503.00 435.00 $2,243 Parks Yard Greenwood House 290.00 870.00 788.00 145.00 $2,093 Breakroom 290.00 870.00 788.00 145.00 $2,093 Modular Office 290.00 870.00 788.00 290.00 $2,238 Parks Fertilizer Shed 145.00 580.00 788.00 145.00 $1,658 Pine Avenue Community Park Community Center 435.00 2,755.00 1,773.00 435.00 $5,398 Restroom 145.00 870.00 715.00 145.00 $1,875 PSA23-2031FAC City Attorney Approved Version 8/2/2022 21 Facility Task 1 Fee Task 2 Fee Task 3 Fee Task 4 Fee Total Fee Poinsettia Community Park North Restrooms 145.00 1,160.00 788.00 145.00 $2,238 South Restroom 145.00 1,305.00 788.00 145.00 $2,383 Ballfield Storage 145.00 1,450.00 788.00 145.00 $2,528 East Restroom 145.00 1,160.00 741.00 145.00 $2,238 Public Works Operations Office Building 290.00 1,595.00 503.00 290.00 $2,678 Modular Building 290.00 1,595.00 503.00 290.00 $2,678 Leadman Office 290.00 1,595.00 503.00 290.00 $2,678 Sign Shop 290.00 1,595.00 503.00 290.00 $2,678 Railroad Depot Main Building 290.00 1,595.00 788.00 290.00 $2,963 Recycled Water Facility Main Building 435.00 1,595.00 1,068.00 290.00 $3,388 Police & Fire Headquarters Main Building 580.00 4,205.00 783.00 580.00 $6,148 Safety Training Center Building S 580.00 3,045.00 783.00 435.00 $4,843 Building C 435.00 1,595.00 1,773.00 435.00 $4,238 Building R 290.00 1,595.00 1,068.00 290.00 $3,243 Senior Center Main Building 580.00 4,205.00 783.00 435.00 $6,003 Stagecoach Community Park Community Center 435.00 1,595.00 503.00 435.00 $2,968 East Restroom 145.00 870.00 788.00 145.00 $1,948 West Restroom 145.00 870.00 788.00 290.00 $2,093 Maintenance Shop and Office 145.00 870.00 788.00 145.00 $1,948 Totals $ 29,435.00 $ 159,210.00 $ 75,413.00 $ 27,115.00 $291,173 Note: Total agreement not to exceed $291,173.00