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HomeMy WebLinkAboutCivic Solutions Inc; 2024-03-21;Page 1 City Attorney Approved Version 12/22/2023 MASTER AGREEMENT FOR ON-CALL PLANNNING AND ENVIROMENTAL SERVICES CIVIC SOLUTIONS, INC. THIS AGREEMENT is made and entered into as of the ______________ day of ___________________, 2024, by and between the City of Carlsbad, California, a municipal corporation, hereinafter referred to as "City", and Civic Solutions, Inc., a California corporation, hereinafter referred to as "Contractor." RECITALS A.City requires the professional services of a consultant that is experienced in plan check functions for various projects, including building and grading permit applications for compliance with applicable zoning standards, regulations, policies, approved development plans, and conditions of approval . B.The professional services are required on a non-exclusive, project-by-project basis. C.Contractor has the necessary experience in providing professional services and advice related to plan check functions for various projects, including building and grading permit applications for compliance with applicable zoning standards, regulations, policies, approved development plans, and conditions of approval, as well as being experienced in preparing technical planning staff reports. D.Contractor has submitted a proposal to City and has affirmed its willingness and ability to perform such work. NOW, THEREFORE, in consideration of these recitals and the mutual covenants contained herein, City and Contractor agree as follows: 1.SCOPE OF WORK City retains Contractor to perform, and Contractor agrees to render, those services (the "Services") that are defined in attached Exhibit "A", which is incorporated by this reference in accordance with this Agreement’s terms and conditions. Contractor’s obligations with respect to any project granted to Contractor under this Agreement will be as specified in the Task Description for the project (see paragraph 5 below). 2.STANDARD OF PERFORMANCE While performing the Services, Contractor will exercise the reasonable professional care and skill customarily exercised by reputable members of Contractor's profession practicing in the Metropolitan Southern California area and will use reasonable diligence and best judgment while exercising its professional skill and expertise. 3.TERM The term of this Agreement will be effective from the date first above written to _____________, 2025. The Community Development Department Director may amend the Agreement to extend it for one (1) additional one (1) year(s) periods or parts thereof. Extensions will be based upon a satisfactory review of Contractor’s performance, City needs, and appropriation of funds by the City Council. The parties will pprepare a written amendment indicating the effective date and length of the extended Agreement. DocuSign Envelope ID: BAF58DAC-3AAA-443C-A63A-2BD73C9F42A8 21st March March 21 Page 2 City Attorney Approved Version 12/22/2023 4.PROGRESS AND COMPLETION The work for any project granted to Contractor pursuant to this Agreement will begin within ten (10) daysafter receipt of notification to proceed by City and be completed within the time specified in the TaskDescription for the project (see paragraph 5 below). Extensions of time for a specific Task Description may be granted if requested by Contractor and agreed to in writing by the City Manager or the Division Director as authorized by the City Manager (“Director”). The City Manager or Director will give allowance fordocumented and substantiated unforeseeable and unavoidable delays not caused by a lack of foresighton the part of Contractor, or delays caused by City inaction or other agencies' lack of timely action. In no event shall a specific Task Description exceed the term of this Agreement. 5.COMPENSATIONThe cumulative total for all projects allowed pursuant to this Agreement will not exceed thirty-five thousand dollars ($35,000) per Agreement year. If the City elects to extend the Agreement, the amount shall not exceed thirty-five thousand dollars ($35,000) per Agreement year. Fees will be paid on a project-by-project basis and will be based on Contractor’s Schedule of Rates specified in Exhibit “A”. Prior toinitiation of any project work by Contractor, City shall prepare a Project Task Description and Fee Allotment (the "Task Description") which, upon signature by Contractor and for City, the City Planner or Community Development Director, will be considered a part of this Agreement. The Task Description willinclude a detailed scope of services for the particular project being considered and a statement ofContractor's fee to complete the project in accordance with the specified scope of services. The Task Description will also include a description of the method of payment and will be based upon an hourly rate, percentage of project complete, completion of specific project tasks or a combination thereof. 6.STATUS OF CONTRACTORContractor will perform the Services in Contractor's own way as an independent contractor and in pursuit of Contractor's independent calling, and not as an employee of City. Contractor will be under control ofCity only as to the result to be accomplished but will consult with City as necessary. The persons used byContractor to provide services under this Agreement will not be considered employees of City for anypurposes. The payment made to Contractor pursuant to the Agreement will be the full and complete compensation to which Contractor is entitled. City will not make any federal or state tax withholdings on behalf of Contractor or its agents, employees, or subcontractors. City will not be required to pay any workers' compensation insurance or unemployment contributions on behalf of Contractor or its employees or subcontractors. Contractor agrees to indemnify City within thirty (30) days for any tax, retirement contribution, social security, overtime payment, unemployment payment or workers' compensation payment which City may be required to make on behalf of Contractor or any agent, employee, or subcontractor of Contractor for work done under this Agreement. At the City’s election, City may deduct the indemnification amount from any balance owing to Contractor. 7.SUBCONTRACTING Contractor will not subcontract any portion of the Services without prior written approval of City. If Contractor subcontracts any of the Services, Contractor will be fully responsible to City for the acts andomissions of Contractor's subcontractor and of the persons either directly or indirectly employed by thesubcontractor, as Contractor is for the acts and omissions of persons directly employed by Contractor. Nothing contained in this Agreement will create any contractual relationship between any subcontractor of Contractor and City. Contractor will be responsible for payment of subcontractors. Contractor will bindevery subcontractor and every subcontractor of a subcontractor by the terms of this Agreementapplicable to Contractor's work unless specifically noted to the contrary in the subcontract and approved in writing by City. DocuSign Envelope ID: BAF58DAC-3AAA-443C-A63A-2BD73C9F42A8 Page 3 City Attorney Approved Version 12/22/2023 8.OTHER CONTRACTORS The City reserves the right to employ other Contractors in connection with the Services. 9.INDEMNIFICATION Contractor agrees to defend (with counsel approved by the City), indemnify, and hold harmless the Cityand its officers, elected and appointed officials, employees and volunteers from and against all claims,damages, losses and expenses including attorney’s fees arising out of the performance of the work described herein caused by any willful misconduct or negligent act or omission of the Contractor, any subcontractor, anyone directly or indirectly employed by any of them or anyone for whose acts any ofthem may be liable. The parties expressly agree that any payment, attorney’s fee, costs, or expense City incurs or makes to or on behalf of an injured employee under the City’s self-administered workers’ compensation is included as a loss, expense, or cost for the purposes of this section, and that this section will survive the expiration or early termination of this Agreement. 10.INSURANCE Contractor will obtain and maintain for the duration of the Agreement and any and all amendments, insurance against claims for injuries to persons or damage to property which may arise out of or in connection with performance of the services by Contractor or Contractor’s agents, representatives,employees, or subcontractors. The insurance will be obtained from an insurance carrier admitted andauthorized to do business in the State of California. The insurance carrier is required to have a current Best's Key Rating of not less than "A-:VII"; OR with a surplus line insurer on the State of California’s List of Approved Surplus Line Insurers (LASLI) with a rating in the latest Best’s Key Rating Guide of at least “A:X”;OR an alien non-admitted insurer listed by the National Association of Insurance Commissioners (NAIC)latest quarterly listings report. 10.1 Coverages and Limits. Contractor will maintain the types of coverages and minimum limits indicated below, unless Risk Manager or City Manager approves a lower amount. These minimum amounts of coverage will not constitute any limitations or cap on Contractor's indemnification obligations under this Agreement. City, its officers, agents and employees make no representation that the limits of the insurance specified to be carried by Contractor pursuant to this Agreement are adequate to protect Contractor. If Contractor believes that any required insurance coverage is inadequate, Contractor will obtain such additional insurance coverage, as Contractor deems adequate, at Contractor's sole expense. The full limits available to the named insured shall also be available and applicable to 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. DocuSign Envelope ID: BAF58DAC-3AAA-443C-A63A-2BD73C9F42A8 Page 4 City Attorney Approved Version 12/22/2023 10.1.4 Professional Liability. Errors and omissions liability appropriate to Contractor’s profession with limits of not less than $1,000,000 per claim. Coverage must be maintained for a period of five years following the date of completion of the work. 10.2. Additional Provisions. Contractor will ensure that the policies of insurance required under this Agreement contain, or are endorsed to contain, the following provisions: 10.2.1 The City will be named as an additional insured on Commercial General Liability which shall provide primary coverage to the City. 10.2.2 Contractor will obtain occurrence coverage, excluding Professional Liability, which will be written as claims-made coverage. 10.2.3 This insurance will be in force during the life of the Agreement and any extensions of it and will not be canceled without thirty (30) days prior written notice to City sent by certified mail pursuant to the Notice provisions of this Agreement. 10.3 Providing Certificates of Insurance and Endorsements. Prior to City's execution of this Agreement, Contractor will furnish certificates of insurance and endorsements to City. 10.4 Failure to Maintain Coverage. If Contractor fails to maintain any of these insurance coverages, then City will have the option to declare Contractor in breach or may purchase replacement insurance or pay the premiums that are due on existing policies in order to maintain the required coverages. Contractor is responsible for any payments made by City to obtain or maintain insurance and City may collect these payments from Contractor or deduct the amount paid from any sums due Contractor under this Agreement. 10.5 Submission of Insurance Policies. City reserves the right to require, at any time, complete, and certified copies of any or all required insurance policies and endorsements. 11.BUSINESS LICENSE Contractor will obtain and maintain a City of Carlsbad Business License for the term of the Agreement, as may be amended from time-to-time. 12.ACCOUNTING RECORDS Contractor will maintain complete and accurate records with respect to costs incurred under this Agreement. All records will be clearly identifiable. Contractor will allow a representative of City during normal business hours to examine, audit, and make transcripts or copies of records and any other documents created pursuant to this Agreement. Contractor will allow inspection of all work, data, documents, proceedings, and activities related to the Agreement for a period of three (3) years from the date of final payment under this Agreement. 13.OWNERSHIP OF DOCUMENTS All work product produced by Contractor or its agents, employees, and subcontractors pursuant to this Agreement is the property of City. In the event this Agreement is terminated, all work product produced by Contractor or its agents, employees, and subcontractors pursuant to this Agreement will be delivered DocuSign Envelope ID: BAF58DAC-3AAA-443C-A63A-2BD73C9F42A8 Page 5 City Attorney Approved Version 12/22/2023 at once to City. Contractor will have the right to make one (1) copy of the work product for Contractor’s records. 14.COPYRIGHTS Contractor agrees that all copyrights that arise from the services will be vested in City and Contractor relinquishes all claims to the copyrights in favor of City. 15.NOTICES The name of the persons who are authorized to give written notice or to receive written notice on behalf of City and on behalf of Contractor under this Agreement are: For City: For Contractor: Name Cliff Jones Name George Buell Title Principal Planner Title Project Manager Dept Community Development Address 27362 Calle Arroyo CITY OF CARLSBAD San Juan Capistrano, CA 92675 Address 1635 Faraday Ave Phone (949)489-1442 Carlsbad, CA 92008 Email buell@civicsolutions.com Phone (442)339-2613 Each party will notify the other immediately of any changes of address that would require any notice or delivery to be directed to another address. 16.GENERAL COMPLIANCE WITH LAWSContractor will keep fully informed of federal, state and local laws and ordinances and regulations whichin any manner affect those employed by Contractor, or in any way affect the performance of the Servicesby Contractor. Contractor will at all times observe and comply with these laws, ordinances, andregulations and will be responsible for the compliance of Contractor's services with all applicable laws,ordinances and regulations. Contractor will be aware of the requirements of the Immigration Reform and Control Act of 1986 and will comply with those requirements, including, but not limited to, verifying the eligibility for employment of all agents, employees, subcontractors and consultants whose services are required by this Agreement. 17.CALIFORNIA AIR RESOURCES BOARD (CARB) ADVANCED CLEAN FLEETS REGULATIONS Contractor’s vehicles with a gross vehicle weight rating greater than 8,500 lbs. and light-duty package delivery vehicles operated in California may be subject to the California Air Resources Board (CARB) Advanced Clean Fleets regulations. Such vehicles may therefore be subject to requirements to reduce emissions of air pollutants. For more information, please visit the CARB Advanced Clean Fleets webpage at https://ww2.arb.ca.gov/our-work/programs/advanced-clean-fleets. 18.DISCRIMINATION AND HARASSMENT PROHIBITEDContractor will comply with all applicable local, state and federal laws and regulations prohibitingdiscrimination and harassment. 19.DISPUTE RESOLUTIONIf a dispute should arise regarding the performance of the Services the following procedure will be usedto resolve any questions of fact or interpretation not otherwise settled by agreement between the parties. DocuSign Envelope ID: BAF58DAC-3AAA-443C-A63A-2BD73C9F42A8 Page 6 City Attorney Approved Version 12/22/2023 Representatives of Contractor or City will reduce such questions, and their respective views, to writing. A copy of such documented dispute will be forwarded to both parties involved along with recommended methods of resolution, which would be of benefit to both parties. The representative receiving the letter will reply to the letter along with a recommended method of resolution within ten (10) business days. If the resolution thus obtained is unsatisfactory to the aggrieved party, a letter outlining the disputes will be forwarded to the City Manager. The City Manager will consider the facts and solutions recommended by each party and may then opt to direct a solution to the problem. In such cases, the action of the City Manager will be binding upon the parties involved, although nothing in this procedure will prohibit the parties from seeking remedies available to them at law. 20.TERMINATIONIn the event of the Contractor's failure to prosecute, deliver, or perform the Services, City may terminatethis Agreement for nonperformance by notifying Contractor by certified mail of the termination. If Citydecides to abandon or indefinitely postpone the work or services contemplated by this Agreement, Citymay terminate this Agreement upon written notice to Contractor. Upon notification of termination,Contractor has five (5) business days to deliver any documents owned by City and all work in progress toCity at the address contained in this Agreement. City will make a determination of fact based upon thework product delivered to City and of the percentage of work that Contractor has performed which isusable and of worth to City in having the Agreement completed. Based upon that finding City willdetermine the final payment of the Agreement. City may terminate this Agreement by tendering thirty (30) days written notice to Contractor. Contractor may terminate this Agreement by tendering thirty (30) days written notice to City. In the event of termination of this Agreement by either party and upon request of City, Contractor will assemble the work product and put it in order for proper filing and closing and deliver it to City. Contractor will be paid for work performed to the termination date; however, the total will not exceed the lump sum fee payable under this Agreement. City will make the final determination as to the portions of tasks completed and the compensation to be made. 21.COVENANTS AGAINST CONTINGENT FEESContractor warrants that Contractor has not employed or retained any company or person, other than abona fide employee working for Contractor, to solicit or secure this Agreement, and that Contractor hasnot paid or agreed to pay any company or person, other than a bona fide employee, any fee, commission,percentage, brokerage fee, gift, or any other consideration contingent upon, or resulting from, the awardor making of this Agreement. For breach or violation of this warranty, City will have the right to annul thisAgreement without liability, or, in its discretion, to deduct from the Agreement price or consideration, orotherwise recover, the full amount of the fee, commission, percentage, brokerage fees, gift, or contingentfee. 22.CLAIMS AND LAWSUITSBy signing this Agreement, Contractor agrees that any Agreement claim submitted to City must beasserted as part of the Agreement process as set forth in this Agreement and not in anticipation oflitigation or in conjunction with litigation. Contractor acknowledges that if a false claim is submitted toCity, it may be considered fraud and Contractor may be subject to criminal prosecution. Contractoracknowledges that California Government Code sections 12650 et seq., the False Claims Act applies to thisAgreement and, provides for civil penalties where a person knowingly submits a false claim to a publicentity. These provisions include false claims made with deliberate ignorance of the false information or inreckless disregard of the truth or falsity of information. If City seeks to recover penalties pursuant to theFalse Claims Act, it is entitled to recover its litigation costs, including attorney's fees. Contractoracknowledges that the filing of a false claim may subject Contractor to an administrative debarmentproceeding as the result of which Contractor may be prevented to act as a Contractor on any public workor improvement for a period of up to five (5) years. Contractor acknowledges debarment by anotherjurisdiction is grounds for City to terminate this Agreement. DocuSign Envelope ID: BAF58DAC-3AAA-443C-A63A-2BD73C9F42A8 Page 7 City Attorney Approved Version 12/22/2023 23.JURISDICTIONS AND VENUE Any action at law or in equity brought by either of the parties for the purpose of enforcing a right or rights provided for by this Agreement will be tried in a court of competent jurisdiction in the County of San Diego, State of California, and the parties waive all provisions of law providing for a change of venue in these proceedings to any other county. 24.SUCCESSORS AND ASSIGNS It is mutually understood and agreed that this Agreement will be binding upon City and Contractor and their respective successors. Neither this Agreement nor any part of it nor any monies due or to become due under it may be assigned by Contractor without the prior consent of City, which shall not be unreasonably withheld. 25.ENTIRE AGREEMENT This Agreement, together with any other written document referred to or contemplated by it, along with the purchase order for this Agreement and its provisions, embody the entire Agreement and understanding between the parties relating to the subject matter of it. In case of conflict, the terms of the Agreement supersede the purchase order. Neither this Agreement nor any of its provisions may be amended, modified, waived or discharged except in a writing signed by both parties. This Agreement may be executed in counterparts. DocuSign Envelope ID: BAF58DAC-3AAA-443C-A63A-2BD73C9F42A8 Page 8 City Attorney Approved Version 12/22/2023 26.AUTHORITYThe individuals executing this Agreement and the instruments referenced in it on behalf of Contractoreach represent and warrant that they have the legal power, right and actual authority to bind Contractorto the terms and conditions of this Agreement. Executed by Contractor this___________ day of _______________________, 20____. CIVIC SOLUTIONS, INC., a California corporation CITY OF CARLSBAD, a municipal corporation of the State of California By: By: (sign here) JEFF MURPHY Community Development Director Thomas G. Merrell – President (print name/title) ATTEST: SHERRY FREISINGER, City Clerk By: (sign here) By: Thomas G. Merrell - Secretary TAMARA R. MCMINN Senior Deputy City Clerk (print name/title) APPROVED AS TO FORM: Troy L. Tate, Esq. BY: ________________________________ General Counsel for Civic Solutions, Inc. 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 / Assistant City Attorney February15th 24 DocuSign Envelope ID: BAF58DAC-3AAA-443C-A63A-2BD73C9F42A8 Page 9 City Attorney Approved Version 12/22/2023 EXHIBIT A SCOPE OF SERVICES AND FEES 1.Project Understanding Civic Solutions proposes to provide the following professional planning services:1.Perform plan check functions for various projects, including building and grading permit applications for compliance with applicable zoning standards, regulations, policies, approved development plans, and conditions of approval.2.Serve or assist as the project coordinator for discretionary applications (i.e., general plan amendments, zone code amendments, local coastal plan amendments, planned development permits, site development plans, conditional use permits, coastal development permits, hillside development permits, special use permits, variances, and subdivision permits) including application and plan review, coordination with other City departments and/or outside agencies, correspondence with applicants, background research, ensuring compliance with the California Environmental Quality Act (CEQA), and monitoring of project implementation to verify substantial conformance with approved plans, conditions of approval, and mitigation measures.3.Prepare or assist with the preparation of technical planning staff reports, ordinances/resolutions, legal notices, and CEQA documents, such as initial studies or consistency determinations.4.Participate in preparation and attendance of public hearings and presentations; prepare and present written and oral reports to Planning Commission and City Council; occasionally attend evening and weekend meetings.5.Conduct research independently on various land use and planning issues.6.Conduct field evaluations and assessments to ensure projects comply with zoning code, and approved plans. GIS services can also be provided. (Larger scale work may require the use of one of our subcontractors.) 2.Project Approach Our approach will exhibit flexibility to the City’s needs. Upon notification from the City’s Project Manager, we will be available to discuss both short- and long- term assignments, and we are amenable to written task orders approved in advance by the City for budgeting and scheduling purposes. DocuSign Envelope ID: BAF58DAC-3AAA-443C-A63A-2BD73C9F42A8 Page 10 City Attorney Approved Version 12/22/2023 3.Project Management Our approach to project management adapts to the type of work being performed. For Current Planning assignments, our planners are typically embedded within client organizations, and our Project Manager will provide general direction, support and oversight. If the City has any need for discussion of an operational nature, our Project Manager will be available to collaborate and then direct our staff. The role of the Project Manager for Advance Planning tasks requires a much different approach to ensure adherence to schedules and budgets. As indicated above, we are comfortable operating under task orders that describe the scopes, schedules and costs associated with assigned projects, and our Project Manager will coordinate directly with their City counterpart. As noted in Project Controls, below, budget status will be provided in the form of monthly invoices. 4.Project Resources Civic Solutions will provide all required software, equipment, and supplies for the production of electronic documents. Our staff is tech savvy and proficient in the use of all software typically needed in today’s planning environments. 5.Additional Resources Unless other arrangements are made, we will rely on the City or its applicants/ customers for hard copy documents (including plan reproduction), items typically included in submittal applications (i.e., mailing lists, title reports, and other similar items), courier services, and other specialized services. 6.Project Controls Ensuring our services are timely and on budget is important, and these are typically tracked on a monthly basis through our invoicing system. Within 15 days of the end of every month, Civic Solutions will provide an invoice for work performed so that both your staff and ours can keep an eye toward the critical metrics of time and cost. In addition, for project-specific assignments, we recommend the use of task orders or project budgets and schedules that inform the City and Civic Solutions staff of budgetary and schedule expectations. If needed, task order amendments can be mutually approved to address unforeseen circumstances. And for general planning services (i.e., providing part-time public counter support), a specific budget alone is typically sufficient to ensure management of professional service. 7.Quality Control/Quality Assurance To ensure our work meets exceptionally high-quality standards, work performed on advance planning-type projects is internally reviewed prior to delivery to the City. The same QA/QC procedure can be employed for current planning-related work product. However, given the nuances we see among agencies in terms of format, wording, and punctuation, our clients typically prefer to not pay for this level of review. If there is ever any concern with the quality of our work product, conversation among the Project Managers is both needed and welcomed. DocuSign Envelope ID: BAF58DAC-3AAA-443C-A63A-2BD73C9F42A8 Page 11 City Attorney Approved Version 12/22/2023 The following hourly rates will apply for the first year of the contract. Unless otherwise agreed, rates will be subject to annual adjustment and effective on July 1 of each successive year. Rate Schedule Position Hourly Rate November 2023 – June 2024 Principal Planner $160 Senior Planner $150 Associate Planner $135 Assistant Planner $125 Planning Tech $115 Word Processor $95 Clerical $85 Planning Intern $50 The above hourly rates apply only to authorized services provided under the scope and contract, and do not apply to contract administration activities such as invoicing and contract performance discussions. Work performed on a time and material basis will be billed monthly and will be due in accordance with the terms of the contract. Reimbursable Expenses •Reproductions of plans •Large duplication or document publishing projects •Specialized graphics projects •Messenger and overnight deliveries DocuSign Envelope ID: BAF58DAC-3AAA-443C-A63A-2BD73C9F42A8 ANY PROPRIETOR/PARTNER/EXECUTIVEOFFICER/MEMBER EXCLUDED? INSR ADDL SUBRLTRINSDWVD PRODUCER CONTACTNAME: FAXPHONE(A/C, No):(A/C, No, Ext): E-MAILADDRESS: INSURER A : INSURED INSURER B : INSURER C : INSURER D : INSURER E : INSURER F : POLICY NUMBER POLICY EFF POLICY EXPTYPE OF INSURANCE LIMITS(MM/DD/YYYY)(MM/DD/YYYY) AUTOMOBILE LIABILITY UMBRELLA LIAB EXCESS LIAB WORKERS COMPENSATION AND EMPLOYERS' LIABILITY DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) AUTHORIZED REPRESENTATIVE EACH OCCURRENCE $ DAMAGE TO RENTEDCLAIMS-MADE OCCUR $PREMISES (Ea occurrence) MED EXP (Any one person)$ PERSONAL & ADV INJURY $ GEN'L AGGREGATE LIMIT APPLIES PER:GENERAL AGGREGATE $ PRO-POLICY LOC PRODUCTS - COMP/OP AGGJECT OTHER:$ COMBINED SINGLE LIMIT $(Ea accident) ANY AUTO BODILY INJURY (Per person)$ OWNED SCHEDULED BODILY INJURY (Per accident)$AUTOS ONLY AUTOS HIRED NON-OWNED PROPERTY DAMAGE $AUTOS ONLY AUTOS ONLY (Per accident) $ OCCUR EACH OCCURRENCE CLAIMS-MADE AGGREGATE $ DED RETENTION$ PER OTH-STATUTE ER E.L. EACH ACCIDENT E.L. DISEASE - EA EMPLOYEE $ If yes, describe under E.L. DISEASE - POLICY LIMITDESCRIPTION OF OPERATIONS below INSURER(S) AFFORDING COVERAGE NAIC # COMMERCIAL GENERAL LIABILITY Y / N N / A (Mandatory in NH) SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF,NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED.NOTWITHSTANDING ANY REQUIREMENT,TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN,THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER.THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND,EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW.THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S),AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT:If the certificate holder is an ADDITIONAL INSURED,the policy(ies)must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED,subject to the terms and conditions of the policy,certain policies may require an endorsement.A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). COVERAGES CERTIFICATE NUMBER:REVISION NUMBER: CERTIFICATE HOLDER CANCELLATION © 1988-2015 ACORD CORPORATION. All rights reserved.ACORD 25 (2016/03) CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) $ $ $ $ $ The ACORD name and logo are registered marks of ACORD CIVIC-1 OP ID: SP 02/02/2024 Shawn Prince Acrisure - SIS CA License # 0K07568 1120 Bristol St. Costa Mesa, CA 92626-5964 714-430-0035 shawn@shorepointinsurance.com Pacific Employers Insurance Co Chubb Insurance Civic Solutions , Inc. 27362 Calle Arroyo San Juan Capistrano, CA 92675 A X 2,000,000 X Y D96099022 05/15/2023 05/15/2024 1,000,000 5,000 2,000,000 4,000,000 X 4,000,000 2,000,000 2,000,000A D96099022 05/15/2023 05/15/2024 X X XB 71798529 09/01/2023 09/01/2024 1,000,000 1,000,000 1,000,000 B D98181374 07/01/2023 07/01/2024 Ea Claim 2,000,000 Prior & Pending 3/11/2021 Aggregate 2,000,000 The City of Carlsbad (or if applicable - the City of Carlsbad Redevelopment Agency, Housing Authority, or Carlsbad Municipal Water District) and its officials, employees, and volunteers are Additional Insured as per the policy wording and by written contract. Coverage is Primary and Non- contributory. 30 days cancellation except 10 for non-pay CARLSBA City of Carlsbad Community Development Department 1635 Farady Ave. Carlsbad, CA 92008 714-430-0035 22748 41386 Empl Ben Professional Liabi DocuSign Envelope ID: BAF58DAC-3AAA-443C-A63A-2BD73C9F42A8 DocuSign Envelope ID: BAF58DAC-3AAA-443C-A63A-2BD73C9F42A8 DocuSign Envelope ID: BAF58DAC-3AAA-443C-A63A-2BD73C9F42A8 DocuSign Envelope ID: BAF58DAC-3AAA-443C-A63A-2BD73C9F42A8 DocuSign Envelope ID: BAF58DAC-3AAA-443C-A63A-2BD73C9F42A8 DocuSign Envelope ID: BAF58DAC-3AAA-443C-A63A-2BD73C9F42A8 DocuSign Envelope ID: BAF58DAC-3AAA-443C-A63A-2BD73C9F42A8 DocuSign Envelope ID: BAF58DAC-3AAA-443C-A63A-2BD73C9F42A8 DocuSign Envelope ID: BAF58DAC-3AAA-443C-A63A-2BD73C9F42A8 DocuSign Envelope ID: BAF58DAC-3AAA-443C-A63A-2BD73C9F42A8 DocuSign Envelope ID: BAF58DAC-3AAA-443C-A63A-2BD73C9F42A8 DocuSign Envelope ID: BAF58DAC-3AAA-443C-A63A-2BD73C9F42A8 DocuSign Envelope ID: BAF58DAC-3AAA-443C-A63A-2BD73C9F42A8