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Executed CC Approved Engineering Resources of Southern California
DocuSign Envelope ID:9A69F423-FD72-45DF-82C1-2D77C3F43FB1 AGREEMENT FOR PROFESSIONAL SERVICES Engineering Resources of Southern California Plan Check Services This Agreement for Professional Services (the "Agreement") is made and entered into as of June 27, 2023, by and between the City of Lake Elsinore, a municipal corporation ("City") and Engineering Resources of Southern California, Inc., a corporation ("Consultant"). RECITALS A. The City has determined that it requires the following professional services: Plan Check Services B. Consultant has submitted to City a proposal, dated March 24, 2023, attached hereto as Exhibit A ("Consultant's Proposal") and incorporated herein, to provide professional services to City pursuant to the terms of this Agreement. C. Consultant possesses the skill, experience, ability, background, certification and knowledge to perform the services described in this Agreement on the terms and conditions described herein. D. City desires to retain Consultant to perform the services as provided herein and Consultant desires to provide such professional services as set forth in this Agreement. AGREEMENT 1. Scope of Services. Consultant shall perform the services described in Consultant's Proposal (Exhibit A). Consultant shall provide such services at the time, place, and in the manner specified in Consultant's Proposal, subject to the direction of the City through its staff that it may provide from time to time. 2. Time of Performance. a. Time of Essence. Time is of the essence in the performance of this Agreement. The time for completion of the professional services to be performed by Consultant is an essential condition of this Agreement. Consultant shall prosecute regularly and diligently the professional services contemplated pursuant to this Agreement according to the agreed upon performance schedule in Consultant's Proposal (Exhibit A). b. Performance Schedule. Consultant shall commence the services pursuant to this Agreement upon receipt of a written notice to proceed and shall perform all services within the time period(s) established in the Consultant's Proposal (Exhibit A). When requested by Consultant, extensions to the time period(s) specified may be approved in writing by the City Manager. C. Term. Unless earlier terminated as provided elsewhere in this Agreement, this Agreement shall continue in full force and effect for a period commencing on July 1, 2023 and Engineering Resources of Southern California Pagel DocuSign Envelope ID:9A69F423-FD72-45DF-82C1-2D77C3F43FB1 ending June 30, 2026. The City may, at its sole discretion, extend the term of this Agreement on a 12-month basis not to exceed 2 additional twelve (12) month renewal terms by giving written notice thereof to Consultant not less than thirty(30)days before the end of the contract term, such notice to be exercised by the City Manager. 3. Compensation. Compensation to be paid to Consultant shall be in accordance with the fees set forth in Consultant's Proposal (Exhibit A), which is attached hereto and incorporated herein by reference. In no event shall Consultant's annual compensation exceed two hundred thousand dollars and no cents($200,000.00)without additional written authorization from the City. Notwithstanding any provision of Consultant's Proposal to the contrary, out of pocket expenses set forth in Exhibit A shall be reimbursed at cost without an inflator or administrative charge. Payment by City under this Agreement shall not be deemed a waiver of defects, even if such defects were known to the City at the time of payment. 4. Method of Payment. Consultant shall promptly submit billings to the City describing the services and related work performed during the preceding month to the extent that such services and related work were performed. Consultant's bills shall be segregated by project task, if applicable, such that the City receives a separate accounting for work done on each individual task for which Consultant provides services. Consultant's bills shall include a brief description of the services performed, the date the services were performed, the number of hours spent and by whom, and a description of any reimbursable expenditures. City shall pay Consultant no later than forty-five (45) days after receipt of the monthly invoice by City staff. 5. Background Checks. At any time during the term of this Agreement, the City reserves the right to make an independent investigation into the background of Consultant's personnel who perform work required by this Agreement, including but not limited to their references, character, address history, past employment, education, social security number validation, and criminal or police records, for the purpose of confirming that such personnel are lawfully employed, qualified to provide the subject service or pose a risk to the safety of persons or property in and around the vicinity of where the services will be rendered or City Hall. If the City makes a reasonable determination that any of Consultant's prospective or then current personnel is deemed objectionable, then the City may notify Consultant of the same. Consultant shall not use that personnel to perform work required by this Agreement, and if necessary, shall replace him or her with a suitable worker. 6. Suspension or Termination. a. The City may at any time, for any reason, with or without cause, suspend or terminate this Agreement, or any portion hereof, by serving upon the Consultant at least ten (10)days prior written notice. Upon receipt of such notice, the Consultant shall immediately cease all work under this Agreement, unless the notice provides otherwise. If the City suspends or terminates a portion of this Agreement such suspension or termination shall not make void or invalidate the remainder of this Agreement. b. In the event this Agreement is terminated pursuant to this Section, the City shall pay to Consultant the actual value of the work performed up to the time of termination, provided that the work performed is of value to the City. Upon termination of the Agreement pursuant to this Section, the Consultant will submit an invoice to the City, pursuant to Section entitled "Method of Payment" herein. Page 2 DocuSign Envelope ID:9A69F423-FD72-45DF-82C1-2D77C3F43FB1 7. Plans, Studies, Documents. a. Ownership of Documents. All plans, studies, documents and other writings prepared by and for Consultant, its officers, employees and agents and subcontractors in the course of implementing this Agreement, except working notepad internal documents, shall become the property of the City upon payment to Consultant for such work, and the City shall have the sole right to use such materials in its discretion without further compensation to Consultant or to any other party. Consultant shall, at Consultant's expense, provide such reports, plans, studies, documents and other writings to City upon written request. City shall have sole determination of the public's rights to documents under the Public Records Act, and any third- party requests of Consultant shall be immediately referred to City, without any other actions by Consultant. b. Licensing of Intellectual Property. This Agreement creates a nonexclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant shall require that all subcontractors agree in writing that City is granted a nonexclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were prepared by design professionals other than Consultant or provided to Consultant by the City. City shall not be limited in any way in its use of the Documents & Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk. C. Confidentiality. All ideas, memoranda, specifications, plans, procedures, drawings, descriptions, computer program data, input record data, written information, and other Documents&Data either created by or provided to Consultant in connection with the performance of this Agreement shall be held confidential by Consultant. Such materials shall not, without the prior written consent of City, be used by Consultant for any purposes other than the performance of the services under this Agreement. Nor shall such materials be disclosed to any person or entity not connected with the performance of the services under this Agreement. Nothing furnished to Consultant which is otherwise known to Consultant or is generally known, or has become known, to the related industry shall be deemed confidential. Consultant shall not use City's name or insignia, photographs relating to project for which Consultant's services are rendered, or any publicity pertaining to the Consultant's services under this Agreement in any magazine, trade paper, newspaper, television or radio production or other similar medium without the prior written consent of City. 8. Consultant's Books and Records. a. Consultant shall maintain any and all ledgers, books of account, invoices, vouchers, canceled checks, and other records or documents evidencing or relating to charges for services, or expenditures and disbursements charged to City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant to this Agreement. Page 3 DocuSign Envelope ID:9A69F423-FD72-45DF-82C1-2D77C3F43FB1 b. Consultant shall maintain all documents and records which demonstrate performance under this Agreement for a minimum period of three (3) years, or for any longer period required by law, from the date of termination or completion of this Agreement. C. Any records or documents required to be maintained pursuant to this Agreement shall be made available for inspection or audit, at any time during regular business hours, upon written request by the City Manager, City Attorney, City Auditor or a designated representative of these officers. Copies of such documents shall be provided to the City for inspection at City Hall when it is practical to do so. Otherwise, unless an alternative is mutually agreed upon, the records shall be available at Consultant's address indicated for receipt of notices in this Agreement. d. Where City has reason to believe that such records or documents may be lost or discarded due to dissolution, disbandment or termination of Consultant's business, City may, by written request by any of the above-named officers, require that custody of the records be given to the City and that the records and documents be maintained in City Hall. Access to such records and documents shall be granted to any party authorized by Consultant, Consultant's representatives, or Consultant's successor-in-interest. 9. Independent Contractor. a. Consultant is and shall at all times remain as to the City a wholly independent contractor pursuant to California Labor Code Section 3353. The personnel performing the services under this Agreement on behalf of Consultant shall at all times be under Consultant's exclusive direction and control. Neither City nor any of its officers, employees, or agents shall have control over the conduct of Consultant or any of Consultant's officers, employees, or agents, except as set forth in this Agreement. Consultant shall not at any time or in any manner represent that it or any of its officers, employees, or agents are in any manner officers, employees, or agents of the City. Consultant shall not incur or have the power to incur any debt, obligation, or liability whatsoever against City, or bind City in any manner. b. Notwithstanding any other federal, state and local laws, codes, ordinances and regulations to the contrary and except for the fees paid to Consultant as provided in the Agreement, Consultant and any of its employees, agents, and subcontractors providing service under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any claims to, any compensation, benefit, or any incident of employment by City, including but not limited to eligibility to enroll in PERS as an employee of City and entitlement to any contribution to be paid by City for employer contribution and/or employee contributions for PERS benefits. 10. PERS Eligibility Indemnification. In the event that Consultant or any employee, agent, or subcontractor of Consultant providing services under this Agreement claims or is determined by a court of competent jurisdiction or the California Public Employees Retirement System (PERS)to be eligible for enrollment in PERS as an employee of the City, Consultant shall indemnify, defend, and hold harmless City for the payment of any employee and/or employer contributions for PERS benefits on behalf of Consultant or its employees, agents, or subcontractors, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of City. 11. Interests of Consultant. Consultant (including principals, associates and professional employees) covenants and represents that it does not now have any investment or interest in real property and shall not acquire any interest, direct or indirect, in the area covered Page 4 DocuSign Envelope ID:9A69F423-FD72-45DF-82C1-2D77C3F43FB1 by this Agreement or any other source of income, interest in real property or investment which would be affected in any manner or degree by the performance of Consultant's services hereunder. Consultant further covenants and represents that in the performance of its duties hereunder no person having any such interest shall perform any services under this Agreement. Consultant is not a designated employee within the meaning of the Political Reform Act because Consultant: a. will conduct research and arrive at conclusions with respect to his/her rendition of information, advice, recommendation or counsel independent of the control and direction of the City or of any City official, other than normal agreement monitoring; and b. possesses no authority with respect to any City decision beyond rendition of information, advice, recommendation or counsel. (FPPC Reg. 18700(a)(2).) 12. Professional Ability of Consultant. City has relied upon the professional training and ability of Consultant to perform the services hereunder as a material inducement to enter into this Agreement. Consultant shall therefore provide properly skilled professional and technical personnel to perform all services under this Agreement. All work performed by Consultant under this Agreement shall be in accordance with applicable legal requirements and shall meet the standard of quality ordinarily to be expected of competent professionals in Consultant's field of expertise. 13. Compliance with Laws. a. Consultant shall comply with all local, state and federal laws and regulations applicable to the services required hereunder, including any rule, regulation or bylaw governing the conduct or performance of Consultant and/or its employees, officers, or board members. b. Consultant represents that it has obtained and will maintain at all times during the term of this Agreement all professional and/or business licenses, certifications and/or permits necessary for performing the services described in this Agreement, including a City business license. 14. Licenses. Consultant represents and warrants to City that it has the licenses, permits, qualifications, insurance and approvals of whatsoever nature which are legally required of Consultant to practice its profession. Consultant represents and warrants to City that Consultant shall, at its sole cost and expense, keep in effect or obtain at all times during the term of this Agreement, any licenses, permits, insurance and approvals which are legally required of Consultant to practice its profession. Consultant shall maintain a City of Lake Elsinore business license. 15. Indemnity. Consultant shall indemnify, defend, and hold harmless the City and its officials, officers, employees, agents, and volunteers from and against any and all losses, liability, claims, suits, actions, damages, and causes of action arising out of any personal injury, bodily injury, loss of life, or damage to property, or any violation of any federal, state, or municipal law or ordinance, to the extent caused, in whole or in part, by the willful misconduct or negligent acts or omissions of Consultant or its employees, subcontractors, or agents, by acts for which they could be held strictly liable, or by the quality or character of their work. The foregoing obligation of Consultant shall not apply when (1) the injury, loss of life, damage to property, or violation of Page 5 DocuSign Envelope ID:9A69F423-FD72-45DF-82C1-2D77C3F43FB1 law arises from the sole negligence or willful misconduct of the City or its officers, employees, agents, or volunteers and (2)the actions of Consultant or its employees, subcontractor, or agents have contributed in no part to the injury, loss of life, damage to property, or violation of law. It is understood that the duty of Consultant to indemnify and hold harmless includes the duty to defend as set forth in Section 2778 of the California Civil Code. Acceptance by City of insurance certificates and endorsements required under this Agreement does not relieve Consultant from liability under this indemnification and hold harmless clause. This indemnification and hold harmless clause shall apply to any damages or claims for damages whether or not such insurance policies shall have been determined to apply. By execution of this Agreement, Consultant acknowledges and agrees to the provisions of this Section and that it is a material element of consideration. 16. Insurance Requirements. a. Insurance. Consultant, at Consultant's own cost and expense, shall procure and maintain, for the duration of the contract, unless modified by the City's Risk Manager, the following insurance policies. i. Workers' Compensation Coverage. Consultant shall maintain Workers' Compensation Insurance and Employer's Liability Insurance for his/her employees in accordance with the laws of the State of California. In addition, Consultant shall require each subcontractor to similarly maintain Workers' Compensation Insurance and Employer's Liability Insurance in accordance with the laws of the State of California for all of the subcontractor's employees. Any notice of cancellation or non-renewal of all Workers' Compensation policies must be received by the City at least thirty(30)days prior to such change. The insurer shall agree to waive all rights of subrogation against City, its officers, agents, employees and volunteers for losses arising from work performed by Consultant for City. In the event that Consultant is exempt from Worker's Compensation Insurance and Employer's Liability Insurance for his/her employees in accordance with the laws of the State of California, Consultant shall submit to the City a Certificate of Exemption from Workers Compensation Insurance in a form approved by the City Attorney. ii. General Liability Coverage. Consultant shall maintain commercial general liability insurance in an amount not less than one million dollars ($1,000,000) per occurrence for bodily injury, personal injury and property damage. If a commercial general liability insurance form or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to the work to be performed under this Agreement or the general aggregate limit shall be at least twice the required occurrence limit. Required commercial general liability coverage shall be at least as broad as Insurance Services Office Commercial General Liability occurrence form CG 0001 (ed. 11/88) or Insurance Services Office form number GL 0002 (ed. 1/73) covering comprehensive General Liability and Insurance Services Office form number GL 0404 covering Broad Form Comprehensive General Liability. No endorsement may be attached limiting the coverage. Page 6 DocuSign Envelope ID:9A69F423-FD72-45DF-82C1-2D77C3F43FB1 iii. Automobile Liability Coverage. Consultant shall maintain automobile liability insurance covering bodily injury and property damage for all activities of the Consultant arising out of or in connection with the work to be performed under this Agreement, including coverage for owned, hired and non-owned vehicles, in an amount of not less than one million dollars ($1,000,000)combined single limit for each occurrence. Automobile liability coverage must be at least as broad as Insurance Services Office Automobile Liability form CA 0001 (ed. 12/90) Code 1 ("any auto"). No endorsement may be attached limiting the coverage. iv. Professional Liability Coverage. Consultant shall maintain professional errors and omissions liability insurance appropriate for Consultant's profession for protection against claims alleging negligent acts, errors or omissions which may arise from Consultant's services under this Agreement, whether such services are provided by the Consultant or by its employees, subcontractors, or sub consultants. The amount of this insurance shall not be less than one million dollars ($1,000,000) on a claims-made annual aggregate basis, or a combined single limit per occurrence basis. b. Endorsements. Each general liability and automobile liability insurance policy shall be with insurers possessing a Best's rating of no less than A:VI I and shall be endorsed with the following specific language: i. Notwithstanding any inconsistent statement in any required insurance policies or any subsequent endorsements attached thereto, the protection offered by all policies, except for Workers' Compensation, shall bear an endorsement whereby it is provided that, the City and its officers, employees, servants, volunteers and agents and independent contractors, including without limitation, the City Manager and City Attorney, are named as additional insureds. Additional insureds shall be entitled to the full benefit of all insurance policies in the same manner and to the same extent as any other insureds and there shall be no limitation to the benefits conferred upon them other than policy limits to coverages. ii. This policy shall be considered primary insurance as respects the City, its elected or appointed officers, officials, employees, agents and volunteers. Any insurance maintained by the City, including any self-insured retention the City may have, shall be considered excess insurance only and shall not contribute with it. iii. This insurance shall act for each insured and additional insured as though a separate policy had been written for each, except with respect to the limits of liability of the insuring company. iv. The insurer waives all rights of subrogation against the City, its elected or appointed officers, officials, employees or agents. V. Any failure to comply with reporting provisions of the policies shall not affect coverage provided to the City, its elected or appointed officers, officials, employees, agents or volunteers. vi. The insurance provided by this Policy shall not be suspended, voided, canceled, or reduced in coverage or in limits except after thirty (30) days written notice has been received by the City. Page 7 DocuSign Envelope ID:9A69F423-FD72-45DF-82C1-2D77C3F43FB1 C. Deductibles and Self-Insured Retentions. Any deductibles or self-insured retentions must be declared to and approved by the City. At the City's option, Consultant shall demonstrate financial capability for payment of such deductibles or self-insured retentions. d. Certificates of Insurance. Consultant shall provide certificates of insurance with original endorsements to City as evidence of the insurance coverage required herein. Certificates of such insurance shall be filed with the City on or before commencement of performance of this Agreement. Current certification of insurance shall be kept on file with the City at all times during the term of this Agreement. 17. Notices. Any notice required to be given under this Agreement shall be in writing and either served personally or sent prepaid, first class mail. Any such notice shall be addressed to the other party at the address set forth below. Notice shall be deemed communicated within 48 hours from the time of mailing if mailed as provided in this section. If to City: City of Lake Elsinore Attn: City Manager 130 South Main Street Lake Elsinore, CA 92530 With a copy to: City of Lake Elsinore Attn: City Clerk 130 South Main Street Lake Elsinore, CA 92530 If to Consultant: Engineering Resources of Southern California, Inc. Attn: Matt Brudin 1861 W. Redlands Blvd. Redlands, CA 92373 18. Assignment and Subcontracting. The parties recognize that a substantial inducement to City for entering into this Agreement is the professional reputation, experience and competence of Consultant and the subcontractors listed in Exhibit B. Consultant shall be fully responsible to City for all acts or omissions of any subcontractors. Assignments of any or all rights, duties or obligations of the Consultant under this Agreement will be permitted only with the express consent of the City. Consultant shall not subcontract any portion of the work to be performed under this Agreement except as provided in Exhibit B without the written authorization of the City. If City consents to such subcontract, Consultant shall be fully responsible to City for all acts or omissions of those subcontractors. Nothing in this Agreement shall create any contractual relationship between City and any subcontractor nor shall it create any obligation on the part of the City to pay or to see to the payment of any monies due to any such subcontractor other than as otherwise is required by law. 19. Waiver. Waiver of a breach or default under this Agreement shall not constitute a continuing waiver of a subsequent breach of the same or any other provision under this Agreement. 20. Litigation Expenses and Attorneys' Fees. If either party to this Agreement commences any legal action against the other party arising out of this Agreement, the prevailing party shall be entitled to recover its reasonable litigation expenses, including court costs, expert witness fees, discovery expenses, and attorneys' fees. Page 8 DocuSign Envelope ID:9A69F423-FD72-45DF-82C1-2D77C3F43FB1 21. Mediation. The parties agree to make a good faith attempt to resolve any disputes arising out of this Agreement through mediation prior to commencing litigation. The parties shall mutually agree upon the mediator and share the costs of mediation equally. If the parties are unable to agree upon a mediator, the dispute shall be submitted to JAMS or its successor in interest. JAMS shall provide the parties with the names of five qualified mediators. Each party shall have the option to strike two of the five mediators selected by JAMS and thereafter the mediator remaining shall hear the dispute. If the dispute remains unresolved after mediation, either party may commence litigation. 22. Prohibited Interests. Consultant maintains and warrants that it has not employed nor retained any company or person, other than a bona fide employee working solely for Consultant, to solicit or secure this Agreement. Further, Consultant warrants that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, City shall have the right to rescind this Agreement without liability. For the term of this Agreement, no member, officer or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom. 23. Equal Opportunity Employment. Consultant represents that it is an equal opportunity employer and it shall not discriminate against any subcontractor, employee or applicant for employment because of race, religion, color, national origin, handicap, ancestry, sex or age. Such non-discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination. 24. Prevailing Wages. Consultant is aware of the requirements of California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., ("Prevailing Wage Laws"), which require the payment of prevailing wage rates and the performance of other requirements on "public works" and "maintenance" projects. Consultant agrees to fully comply with all applicable federal and state labor laws (including, without limitation, if applicable, the Prevailing Wage Laws). It is agreed by the parties that, in connection with the Work or Services provided pursuant to this Agreement, Consultant shall bear all risks of payment or non-payment of prevailing wages under California law, and Consultant hereby agrees to defend, indemnify, and hold the City, and its officials, officers, employees, agents, and volunteers, free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws. The foregoing indemnity shall survive termination of this Agreement. 25. Severability. If any term or portion of this Agreement is held to be invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions of this Agreement shall continue in full force and effect. 26. Controlling Law Venue. This Agreement and all matters relating to it shall be governed by the laws of the State of California and any action brought relating to this Agreement shall be held exclusively in a state court in the County of Riverside. 27. Authority to Enter Agreement. Consultant has all requisite power and authority to conduct its business and to execute, deliver, and perform the Agreement. Each party warrants that the individuals who have signed this Agreement have the legal power, right, and authority to Page 9 DocuSign Envelope ID:9A69F423-FD72-45DF-82C1-2D77C3F43FB1 make this Agreement and to bind each respective party. The City Manager is authorized to enter into an amendment or otherwise take action on behalf of the City to make the following modifications to the Agreement: (a) a name change; (b) grant extensions of time; (c) non- monetary changes in the scope of services; and/or (d) suspend or terminate the Agreement. 28. Counterparts. This Agreement may be executed in several counterparts, each of which shall constitute one and the same instrument and shall become binding upon the parties when at least one copy hereof shall have been signed by both parties hereto. In approving this Agreement, it shall not be necessary to produce or account for more than one such counterpart. 29. Entire Agreement; Incorporation; Conflict. This Agreement contains the entire understanding between the parties relating to the obligations described herein. All prior or contemporaneous understandings, agreements, representations and statements, oral or written, are superseded in total by this Agreement and shall be of no further force or effect. Consultant's Proposal is incorporated only for the description of the scope of services and/or the schedule of performance and no other terms and conditions from such proposal shall apply to this Agreement unless specifically agreed to in writing. In the event of conflict, this Agreement shall take precedence over those contained in the Consultant's Proposal. 30. Amendments. This Agreement may be modified or amended only by a written document executed by both Consultant and City and approved as to form by the City Attorney. [Signatures on next page] Page 10 DocuSign Envelope ID:9A69F423-FD72-45DF-82C1-2D77C3F43FB1 IN WITNESS WHEREOF, the parties have caused this Agreement to be executed on the date first written above. "CITY" "CONSULTANT" CITY OF LAKE ELSINORE, a municipal Engineering Resources of Southern corporation California, Inc., a Corporation FYDocuSigned by: DocuSigned by: sok, SIKAfSb1& 7/17/2023 11:40 AM IfDbmkt& 7/17/2023 1 11:35 AM PDT City anager By: Matt Brudin, P.E. Its: Principal in Charge ATTEST: DocuSigned by: 7/17/2023 11:52 AM PDT Ity er APPROVED AS TO FORM: DocuSigned by: Ba,t,"1—,-J0a 7/17/2023 12:53 AM PDT Cit Attorney y DocuSigned by: S W L" 7/11/2023 2:13 PM PDT Assistant City Manager Attachments: Exhibit A— Consultant's Proposal Exhibit B — List of Subcontractors Page 11 DocuSign Envelope ID:9A69F423-FD72-45DF-82C1-2D77C3F43FB1 EXHIBIT A CONSULTANT'S PROPOSAL [ATTACHED] EXHIBIT A DocuSign Envelope ID:9A69F423-FD72-45DF-82C1-2D77C3F43FB1 • • I < 1 4.1< to�2o h O/ h j ti G Proposal for Plan Check Services - Engineering Department Submitted: March 24, 2023 1� ■�AA CITY OF LPL LSII`IOP E , « DREAM EXTREME Itn U Engineering Resources of Southern California // DocuSign Envelope ID:9A69F423-FD72-45DF-82C1-2D77C3F43FB1 Redlands1861 W. Redlands, • • • • • info@erscinc.comwww.erscinc.com _Ar March 24,2023 `'e..= fs—i— City of Lake Elsinore Local Office: Engineering Department 41593 Winchester Rd.,Ste.200 130 South Main Street Temecula,CA 92590 Lake Elsinore,California,92530 (909)890-1255,info@erscinc.com Evaluation Period Contact: RE: Proposal for Plan Check Services-Engineering Department John M. Brudin,PE Principal in Charge (909)890-1255 x103 Dear Members of the Selection Committee, matt@erscinc.com Engineering Resources of Southern California (ERSC) is pleased to have the opportunity to submit our proposal to the City of Lake Elsinore(City)as a qualified,experienced consultant to provide Plan Check Services for the Engineering Department(Project). Based on our review of the RFP and years of experience providing plan check services to the City and local agencies,we thoroughly understand the City's requirements and unique development setting. Understanding As Lake Elsinore prepares to continue its growth as an exemplary community with deep roots in the region's history, City staff are assembling a qualified team to assist in managing that growth, including seeking the assistance of consulting plan check engineers. Our team members bring in-depth knowledge of the policies and procedures unique to Lake Elsinore.We have crafted our proposal to highlight our expertise and knowledge of local procedures and the challenges in delivering outstanding service to Lake Elsinore's staff, citizens,and stakeholders. Lake Elsinore's Engineering Resource ERSC was founded in 1996 to provide engineering services to the public sector.The firm has delivered Plan Checking,Civil Engineering Design, Surveying, and CM/Inspection Services to numerous Cities throughout Southern California for 27 years, including the City of Lake Elsinore. Being local to the Inland Empire, ERSC maintains working relationships and valuable experience in differing design criteria and various departments of the region's diverse public agencies. Our proposed team has served Lake Elsinore for the entirety of our contract period and built lasting relationships with the staff, local stakeholders, and the construction professionals poised to shape the City's future. ERSC's goal is to maintain the continuity of our knowledge of Lake Elsinore's current projects, processes,and standards to avoid interruption of service to fast-paced efforts. Key Personnel Matt Brudin, PE, will continue to act as ERSC's Principal in Charge, guiding our team with his 35 years of experience in municipal engineering,development processes,and construction management services.Joanna Rembis,PE,will support Matt as Project Manager and direct the day-to-day tasks necessary to deliver plan check assignments. Our key personnel have access to ERSC's 35 engineering and construction professionals located just minutes away in our Redlands and Temecula offices. Outstanding Experience and Capabilities ERSC's record of outstanding service spans decades. Our team's commitment to solidifying its reputation as a singular reliable source for municipal services never wavers. Public agencies know they can rely on ERSC,and as a result,we provide similar on-call services to multiple Cities and public agencies, including the City of Lake Elsinore. ERSC currently serves: • City of Lake Elsinore-On-Call Plan Check Services • City of Banning-Plan Check and Inspection Services • City of Palm Springs—On-Call Civil Engineering Plan Check Services • City of Beaumont-On-Call Plan Check, Inspection, and Engineering Design Services • City of Rialto—On-Call Plan Checking Services • EMWD-On-Call Land Surveyor and Document Review Services Our capabilities fit well with the goals of the City. In addition to our vast experience,our team stands out by being: • Integrated - ERSC's team is integrated with your processes and procedures to act as a seamless extension of City staff. Many of ERSC's project team have served the City and its stakeholders for over eight years. The City benefits from the continuity of knowledge in utilizing ERSC's services. • Experienced- ERSC brings familiarity with municipal plan checking services and the special requirements pertaining to the City of Lake Elsinore and its various infrastructure,systems,staff,environment,governing bodies,stakeholders,and processes. • Advanced-ERSC is experienced in electronic review,transmittal,and receipt of plan check project documents. • Nearby-As a vendor local to Southwest Riverside County, ERSC's local office is in the nearby City of Temecula. On behalf of our entire project team, I would like to thank Lake Elsinore staff for the opportunity to submit our proposal to continue DocuSign Envelope ID:9A69F423-FD72-45DF-82C1-2D77C3F43FB1 Redlands1861 W. Redlands, • • • info@erscinc.comwww.erscinc.com serving your City. Our team members will remain available throughout the evaluation period to answer any questions Q-9 that arise. The individuals signing this document are authorized to bind ERSC in an agreement with the City of Lake Elsinore.This proposal and price presented herein are valid for a period of 120 days from the date of submittal. If you have any questions regarding our proposal, please contact me at 909-890-1255 x103, or by email at matt@erscinc.com. Respectfully submitted, John M. Brudin PE President DocuSign Envelope ID:9A69F423-FD72-45DF-82C1-2D77C3F43FB1 • • I _ z M b h Zo'Q4/ �O Services Description................................................................................................. 1 FirmBackground .................................................................................................... 10 References.............................................................................................................. 12 ProjectTeam........................................................................................................... 17 Scheduleof Fees..................................................................................................... 38 i = DocuSign Envelope ID:9A69F423-FD72-45DF-82C1-2D77C3F43FB1 x • Or Op- 05 < 1 j j I _ I i I 'i �� �� DocuSign Envelope ID:9A69F423-FD72-45DF-82C1-2D77C3F43FB1 Services Description Celebrating Ar Project Understanding l�� J g �e"I of Se ERSC understands that the City of Lake Elsinore intends to retain a professional team to support its plan review efforts for various private development and CIP projects proposed within City limits.The work includes assisting city staff in the plan and independent reviews of technical studies and reports related to onsite and offsite improvements for adherence to plans,specifications,standards,and safety guidelines. These activities support the growth and future of communities. Interested parties invest a great deal of time and money upfront to build the communities and infrastructure that form a City. Our involvement helps guide a project to completion with the interests of the City and stakeholders in mind. As such, ERSC's goal is to protect these interests and steward projects to approval as efficiently as possible without undue cost or burden. This understanding of the plan check processes and dedication to optimum results is the foundation of our 27-year history of serving a vast client list. ERSC and the City of lake Elsinore Our team's seven-year tenure providing plan check and miscellaneous design services in Lake Elsinore makes us uniquely familiar with the City's needs for this type of work. We have completed over 200 individual project-related reviews in that time, and some of our team members have served the City in both Plan Check and Design roles since 2016.As a result,we are proud to maintain a close-knit relationship with the City, its staff and procedures, and local developers and contractors. Future and On-Going Development New growth in the City spurred by favorable economic conditions over the past four years suggests that many related projects can be expected to progress. ERSC maintains electronic records of previously reviewed plans and significant infrastructure projects.We intend to offer the City continuity in knowledge, service, and records. Some of the significant projects for which ERSC is currently providing review of grading, improvement plans,special studies include: • Alberhill Ranch TM28214 • South Shore TM36567 • Carydon at Mission Trail • Terracina TM36557 • The Trails at Summerly TM31920 • Viscaya TM32008 • Ridgeline TM38008220 • Ramsgate TM37382 • Wasson TM37381 ERSC's extensive knowledge, correspondence, and documentation of projects currently in review assures that the City can expect a seamless transition to a new contract period. Local Professional Community In its 27 years of providing numerous services for cities and agencies across Southern California,our staff has reviewed plans prepared by a host of firms and local developers, many of whom have come to know our team well. Not only do we know what to expect from these engineers and contractors, but they also understand what to expect from ERSC. Our processes are unwavering regardless of the party completing the work. Each project is held to the same objective requirements regardless of who may be conducting the work. Special Considerations Specific to the City of Lake Elsinore,ERSC has found that there are some special circumstances that may regularly impact plan checking of projects. Standards and Codes Private and public improvement plans submitted to ERSC for plan check will be evaluated based on numerous standards and codes. Documents guiding the plan check process include: • Caltrans Highway Design Manual,Traffic Manual,Standard Specifications • Riverside County Standard Plans • Riverside County Flood Control and Water Conservation District Hydrology Manual and Design Guidelines • California Manual of Uniform Traffic Control Devices(CAMUTCD) • Greenbook Standard Plans and Specifications for Public Works Construction • California Best Management Practices Handbook for storm water BMPs • NPDES Municipal Separate Storm Sewer System (MS4) Permit 2 DocuSign Envelope ID:9A69F423-FD72-45DF-82C1-2D77C3F43FB1 90 Services Description Celebrating _Ar • RCFCD Drainage Master Plan L� veas of se���e • Santa Ana Region Water Quality Management Plan Guidance&Template • SWQCB General Permits—Construction,Scrap Metal, Industrial,etc. • United Stated Army Corps of Engineers Lake Management Project Permit • Lake Elsinore Encroachment Permit Application Package • Engineering Design Guidelines Manual for the Preparation and Checking of Street Improvement • Chapter 15.72 of the Lake Elsinore Municipal Code for Grading and Erosion Control • Most recent edition of the California Building Code • Chapter 15.64&15.68 of the Lake Elsinore Municipal Code for Flood Plain Management • Chapter 16 of the Lake Elsinore Municipal Code for Subdivision Development • Chapter 14.8 of the Lake Elsinore Municipal Code for Storm Water Management • City General Plan and Specific Plans • City General and Specific Plan Transportation Elements Correspondence with Other Departments ERSC has found coordination with other City Departments necessary in recent assignments.Specific to the City of Lake Elsinore will be the need to coordinate certain items with the departments such as Community Development for Planning items or Public Safety for Fire Department requirements in plan check. Lake Elsinore Lake Elsinore is the largest natural freshwater lake in Southern California. As the termination point of the San Jacinto River, the lake relies largely on rainfall with additional recycled water inflows from Elsinore Valley Municipal Water District treatment facilities. The lake is a valuable resource managed for recreational and environmental purposes. The City owns and operates many aspects of the lake, including an RV park, launch ramp,and aeration system.Army Corps of Engineers'coordination is expected in review of projects that impact the Waters of the United States,which include the lake and some tributary channels. ERSC will review projects in the City while keeping this valuable local resource in mind. Unique Water Quality Management Plans (WQMP) Water Quality Management Plan (WQMP) be prepared for all projects within the Region that meet the Priority Development Project categories and thresholds listed in the Water Quality Management Plan Guidance Document for the Santa Ana Region. Typically, a Project Specific WQMP will be seen twice during the approval process for any priority project. First,during the entitlement phase as a Preliminary WQMP(PWQMP),and again during the development of construction documents as a Final WQMP(FWQMP). During the entitlement phase, the PWQMP is reviewed to ensure adequate planning and compliance with the Guidance Document, proper application of the hierarchy of LID Site Design Best Management Practices, and that funding, inspection, and long-term maintenance of the BMPs are considered and properly thought through. Additional consideration is given to certain nuances of the WQMP.The"50% Rule"and "Highest/Best Use"are built in where applicable. Section 1.1.2 of the WQMP describes the requirement for projects where impervious surfaces are being removed and replaced or added to existing projects and how that project should address treating runoff generated on the replaced or new impervious surfaces. Further,Section 2.4.4 describes the need to avoid the use of infiltration-based BMPs for projects tributary to Lake Elsinore. In this case, the use of infiltration-based BMPs is considered counterproductive to the overall watershed goals,and therefore projects are required to treat and release onsite runoff. For projects with a PWQMP,the review of the FWQMP is limited.Overall,the FWQMP will be reviewed to ensure conformance with the PWQMP,translation of the elements of the PWQMP into the final project, inclusion of the properly completed Owner's Certification, and that fully executed maintenance and transfer agreements are provided. Elsinore Valley Municipal Water District (EVMWD) EVMWD serves the areas within the City with potable, waste, and recycled water services. With the EVMWD's influence in the development of the City, ERSC will closely coordinate plan checking with the consideration of the District. As a separate entity, EVMWD will be responsible for the review of Offsite Sewer, Water, and Recycled Water plans to their own requirements. ERSC recognizes that onsite sewer systems,water meters, hydrants, and other items will be reviewed as they impact a project's compatibility with City requirements. Transportation Corridors Interstate 15 and State Route 74 border or transect the City in various directions.Permitting by Caltrans is required for work performed in and adjacent to the State's right-of-way. ERSC has navigated Caltrans' process in numerous projects and will utilize this experience during the review of projects for the City of Elsinore. 3 DocuSign Envelope ID:9A69F423-FD72-45DF-82C1-2D77C3F43FB1 90 Services Description Celebrating _Ar During past assignments, ERSC coordinated with Caltrans during widening and traffic signal modifications along L� Riverside Drive for the construction of the La Laguna RV Park. Ye°s°rse,° e Riverside County Flood Control and Water Conservation District (RCFCWCD) The Riverside County Flood Control and Water Conservation District oversees the design and development and storm drain master plans and regional flood control facilities in Southwest Riverside County, including the City of Lake Elsinore. ERSC is currently a design consultant for the RCFCWCD and understands the agency's requirements. Planning Documents Development in numerous areas of the City is driven in part by the requirements of various specific plans. Specific Plans governing development in the City of Lake Elsinore include: • Alberhill Ranch 0 La Laguna Estates • Alberhill Villages 0 Lakeshore Village • Canyon Creek/Summerhill 0 Murdock Alberhill Ranch • Canyon Hills 0 Nichols Ranch • Canyon Hills Estates 0 North Peak • The Cape of Good Hope 0 Outlet Center • Cottage Lane 0 Ramsgate • The Diamond 0 Spyglass Ranch • Downtown Elsinore 0 Terracina • East Lake 0 Tuscany Hills • Elsinore City Center 0 The Village at Lakeshore Existing development within the Specific Plans areas varies by location, and in some cases, implementation of the specific plan requirements may be driven by redevelopment. ERSC is currently involved in the implementation of large specific plans in the Cities of Chino, Rialto, Banning,and Palm Springs. Digital Plan Checking ERSC has been performing electronic plan checking for almost a decade.Our staff currently use Bluebeam REVU and ShareFile to serve the City of Lake Elsinore and are ready and able to adapt to any additional system that the City may elect to use. Digital Markups ERSC currently performs markups in a digital format for all plan checks.We receive documents through ERSC's electronic system and distribute them internally to an engineer.The review is then completed entirely in Bluebeam REVU, allowing for accurate scaling and detailed markups. ERSC also summarizes all comments in an itemized Word document and completes the checklists provided in the City's Design Manual.The entire package is then transmitted to the developer's engineer for revisions and to the City for internal use. Electronic Transmittals ERSC currently administers electronic transmittal of projects through our own internal ShareFile system. Each project for plan check is saved to ERSC networks and added to the ShareFile suite in project-specific folders. Next,ERSC sends an email containing both a link to download the project's plan check documents and a link for the engineer to upload revised documents for re-submittal.The ShareFile program is entirely web-based,so no additional software is needed. Through this system, ERSC can provide the City and Design Engineer individual user access to redlined plans, plan check documents, and ERSC's plan check tracking information. This system is used in many of ERSC's current plan check assignments to reduce review times,eliminate costs associated with hand delivery,and establish transparency in the process for all parties. Cost Estimate Review and Coordination ERSC is attuned to the City's processes.In current assignments,we compare the first and last Cost Estimates to determine any additional fees and confirm the City receives payment.This value-added service also ensures that the City is collecting fees commensurate with proposed improvements proposed and has assisted in capturing tens of thousands of dollars in overlooked permit fees. 4 DocuSign Envelope ID:9A69F423-FD72-45DF-82C1-2D77C3F43FB1 90 Services Description Celebrating Ar Scope of Services �easoFse��e ERSC has become well-versed in the many nuances that must be observed by anyone processing plans and studies for approval within the City of Lake Elsinore.Our staff will rely on numerous codes,guidance documents,checklists, and standards to complete each review.This section will summarize the methods used to review assigned documents thoroughly. Plan Check Reference Material ERSC staff will reference different guidance materials based on the scope of the assignment(e.g.,State Subdivision Map Act,Standard Specifications for Public Works Construction, Americans with Disabilities Act requirements, and the California Building Code). Other facets of a particular project, such as water quality or traffic improvements, are governed by the Construction General Permit, MS4 Permit, WQMP guidance document, Manual on Uniform Traffic Control Devices, State of California Highway Design Manual, Caltrans Standard Specifications, Riverside County Flood Control Hydrology Manual, and the United States Army Corps of Engineers Permit requirements. Each is applied respectively and where applicable. In addition, local guidance documents such as the City Grading Notes for Improvement Plans, City Encroachment Permit Application Package, City Municipal Code, City General Plan, and Specific Plan Elements are also applied when appropriate. Conditions of Approval are also thoroughly reviewed and applied to each project. Process Applicable to all Plans/Subdivision Maps/Studies The below items are incorporated as applicable during the review of any plans,maps,and studies after assignment to ERSC for review. • Review initial submittal package for completeness. Items frequently required include a title report, geotechnical report, and conditions of approval. • Verify ownership, review aerials and photos, and review onsite/adjacent conditions.Verify drawing content, including title block, file number, RCE signature block, benchmark, and proper drafting technique. Verify compliance with Conditions of Approval. Verify general notes and content, construction notes, and quantities. Include project title, a list of utility companies with contact information,vicinity and index map, legal description,APN,site ownership,and addresses as applicable. • Review engineering design principles, requirements,and industry-standard practices. • Review special studies to ensure they are conceptually sound and meet City,County,and State Standards. Process for Individual Improvement Plan Checking and Special Study Review Following is an outline of items that ERSC staff utilize to review specific types of plans, maps, and studies and a list of commonly reviewed documents from our experience with the City. We can elaborate as requested if the evaluation committee members deem our proposal requires expansion on potential other assignments. Rough, Precise, Mass Grading Plans Verify conformance with geotechnical report; show boundary information, easements, and adjacent lot numbers; show street dimensions, existing utilities, sewer lateral and water meter; reference pad elevations to TTM and surrounding drainage; review and verify perimeter conditions; cross-reference with street and drainage plans and final map; verify compliance with California Building Code for grading and accessibility;verify minimum slope requirements and drainage control at top of slope;verify slopes,top of grate and invert elevations on drains; verify retention basin and BMPs, show building locations/setbacks; show critical elevations; verify conformance with FEMA requirements. Street Plans and Alignment Review Verify design speed, geometrics, and cross-section; show typical section with cross fall and dimensions; verify minimum/maximum street grades and cul-de-sac design;verify structural section(AC/Base);verify bearings,curve data(centerline and curb)and stationing; show stations/elevations at intersections, EC/BC and ECR/BCR; verify "join" elevations extend topography; show saw cut line and feathered paving; provide supplemental cross sections for widening; show driveway approaches and cross gutters; in the profile, show existing/proposed profile at centerline,curb left&right; show stations at begin/end construction, intersection, EC/BC and even stations;show slope,elevations at critical points and grade breaks;show the location,length,and PI for vertical curves;show projection and length of curb returns/verify design; profile"grade to drain"and show elevations. Storm Drain Plans Verify size and design flow per City's Master Plan, if applicable; design per Flood Control standards;verify alignment,geometrics, and stationing; show existing utilities (OH/UG); show catch basins, manholes/junction structures and inlet/outlet structures with details when required; show, obtain, and/or verify drainage easements; show invert elevations at inlet/outlet, structures, and grade breaks; verify design flow and street capacity with hydrology study;show HGL,flow rate,and velocity for main line and lateral;coordinate with hydraulic calculations; verify coordination with regulatory agencies as required. Storm drain plans will be checked against hydrology and hydraulic calculations. Onsite Pipeline (Sewer, Water, Recycled) Plans Location (new tract, ROW or easement); supporting documents (hydraulic models, geotechnical); sheet layout and contents per City requirements; stations and elevations at valves, fittings, manholes, laterals and fire hydrants; show all existing and proposed utilities and appurtenances; detail/callout connection/stub out points;verify depth appropriate for pipe size/location;verify line data; ensure 5 DocuSign Envelope ID:9A69F423-FD72-45DF-82C1-2D77C3F43FB1 90 Services Description Celebrating _Ar looping provided as applicable; show pavement limits; show location of above and underground features; detail L� any necessary encasements at walls and medians; show meter/service location, separations, and size; show lot Yea,cofSer°ice lines and numbers; verify hydrant/manhole/valve spacing, location, joints, sizes; verify DCDA spacing, location, joints, sizes; check elevations, slope, distances, stationing, size, materials, and crossings in profile; verify size per master plan;verify thrust restraint and AR/AV calculations;verify compliance with separation requirements;verify cross- connection requirements. Final Parcel and Tract Maps Verify overall format complies with Riverside County map manual;verify conformance with tentative map and conditions of approval; review and verify content of title report,vesting deed and Schedule B documents;verify content of title sheet and required certificates; verify dedications required by conditions of approval in owners' certificate and acceptance thereof;verify survey procedure including location/description of existing monuments, review and verify closure calculations; basis of bearings, and methods of re-establishing monuments; measured and record bearings, distances and curve data; lots and streets numbered and named, lot width and depth, street dimensions and radii and cul-de-sac and knuckle design; monumentation for streets and lots,centerline intersection, EC/BC and center of cul-de-sac, distinct boundary and lot corners. Maps, Survey/Legal Documents Check to assure compliance with applicable provisions of the State Subdivision Map Act, Land Surveyor's Act, City Municipal Code, Conditions of Approval and other City requirements,and all other applicable state statutes and local ordinances;review of map sheets for centerline control,lot closure calculations,mathematical accuracy,surveyor notes and symbols,monumentation per City Standards, and survey procedures; review of boundary retracement procedures and title reports; review of format statements and certificates; conformance to City's preferred format and layout; review legal description for accuracy and proper acknowledgment of record and easement documents; review and verify closure calculations, review plat for proper identification of R/W, lot lines, easements and location of existing structures and utilities. Hydrology and Hydraulics Calculations Verify compliance with Flood Control methods and City requirements; verify design criteria; review and verify critical design values; review and verify model input/output and content of hydrology map; and verify narrative content. For hydraulic calculations, verify mainline,lateral and catch basin design flow,review and verify model input/output;verify methods of analysis;review design methods of catch basins, hydraulic structures and outlet protection; review maximum velocity,junction losses,freeboard and outlet conditions; and verify hydraulic data on storm drain plans. Water Quality Management Plans Verify stormwater management requirements applicable to the project, source control/site design, pollutant controls and hydromodification management; review performance requirements for source control and site design BMPs, storm water pollutant control BMPs and hydromodification management BMPs.For a Standard WQMP verify project information and ownership,construction storm water BMPs, post construction source control BMPs and post construction site design BMPs. For Priority Development Projects, verify onsite pollutant control BMPs or combination BMPs, BMP selection process and BMP sizing necessary to meet stormwater pollutant control standards. Special Traffic Studies, Impact Analysis, Scoping Letters Confirm approval of scoping agreement; verify project characteristics; evaluate traffic forecasts and supporting data; review/verify existing conditions; review future conditions without the project including intersections and roadway segment analyses; review future conditions with the project including intersections and roadway segments analyses; review the transportation management plan; verify/review study intersections and roadway segments; review traffic forecasting for existing conditions, future growth, ambient growth, and related projects; review/verify future changes to the transportation network; verify methodology; and, verify trip generation and distribution. Signing and Striping, Traffic Signal Plans Review/verification of existing utilities, subsurface and overhead obstructions; construction notes and standard plan references; review pole locations, mast arm lengths; review/evaluate conduit layout and sizing, pull box locations; verify controller location and type,service connection, and pedestal location; review pole and equipment schedule, conductor schedule and phase diagram;verify location of loop detectors or video detection zones; review/verify directional and warning signage, street name signs (illuminated V. non illuminated); review and verify vehicle storage (que),striping, pavement markings, and advanced warnings. Review plans against current traffic engineering design standards, guidelines, and practices; City standards for street construction; City's Guidelines for Bicycle Facilities;adhere to the Caltrans Highway Design Manual,Caltrans Traffic Manual, CA MUCTD and Caltrans Standard Plans and Specifications. Engineering Cost Estimates Verify format adheres to City requirements; verify all information called out for construction is included; check quantities against plan;verify construction notes correspond;verify correct unit costs; ensure contingency included; provide civil engineer's stamp and signature. Structural Review (Structures and Walls) Review Geotechnical report and recommendations;review/verify design methods and assumptions;verify design criteria(i.e.,bearing 6 DocuSign Envelope ID:9A69F423-FD72-45DF-82C1-2D77C3F43FB1 90 Services Description Celebrating _Ar pressure,passive pressure,wind loads);review and verify calculations and factor safety;verify footing dimensions, L� steel, and grout requirements; verify and evaluate existing/proposed improvements; verify field conditions and Yea fse i� constraints; review/evaluate geotechnical data, limits of flooding; review alignment/geometry for compliance with accepted criteria,Caltrans requirements; review design and location/spacing of spread footings/pilings; review design and location of abutments and wing/retaining walls;eEvaluate drainage and drainage mitigation. Erosion and Sediment Control Plans Verify plan adheres to City requirements;verify WDID Number;verify perimeter protection;verify inlet protection; check BMPs with CASQA recommendations; verify retention basin and BMPs, show building locations/setbacks perimeter walls and retaining walls; verify stabilized construction entrance; verify equipment staging areas; verify materials storage areas; ensure offsite inlet protection where applicable. Construction Detour Plans Review plans against current traffic engineering design standards, guidelines, and practices; adhere to the Caltrans Highway Design Manual, Caltrans Traffic Manual, CA MUCTD, and Caltrans Standard Plans and Specifications; sign legend to be provided; review schedule and duration;ensure special provisions for schools and other facilities are met. Street Light Plans and Voltage Drop Calculations Verify conformance with the Standard Specifications for street lights, and drafting standards; verify location at intersections, along roadways, and placement within median islands; verify pole spacing and illumination requirements; verify pole height, mast arm length, and luminaire;verify foundation requirements and location, pedestal location, service points and availability of service;verify conduit layout,size,and material;verify circuit design;calculate voltage drop throughout system/circuit. Soils Reports and Geotechnical Reports Review and comment on private project geotechnical and geology reports including but not limited to soil stability, soil composition, liquefaction,compaction,foundations,etc.;review road structural calculations and any trench backfill recommendations;development of geotechnical and geology reports for limited special public projects, as well as peer review of geotechnical and geology reports; prepare review comments and conditions of approval of soils reports in a written format that is acceptable to the City;review responses to review comments provided by the developer's soils engineer; work with developer's soils engineer to resolve issues generated by review comments;attend meetings with the City,developers, builders,engineers,and consultants in a timely manner to resolve issues generated during the report review process or during construction; review soils reports submitted by the developer's soils engineer for proposed changes during grading; provide technical support to the City for geotechnical engineering and geologic related issues on an as-needed basis; provide grading inspection services on an as-needed basis to ensure compliance with City approved plans and standards. Additional Services ERSC is accustomed to providing certain additional assistance services as a part of Plan Check services.Some of the commonly provided services are outlined below. City Surveyor ERSC acts as City Surveyor for numerous Cities in the Southern California region.As such, Erik Howard PE, PLS,will continue to provide this service to the City of Lake Elsinore. ERSC's representative will sign and stamp maps on behalf of the City of Lake Elsinore. Traffic/Transportation Engineering Preparation of related plans,documents,and technical studies on the impact and mitigations related to traffic circulation in compliance with the City's TIA Guidelines. STC will act as a subconsultant to ERSC's team,and its registered traffic engineers and transportation design personnel can field these tasks with compliance to all city and local requirements. Project Review Schedule The project schedule will be determined and maintained by the project applicant.The project review schedule shall be as stated in the RFP and as outlined below. Submittal Standard Plan Review Plan Submittal First Submittal 10 Working Days Electronic Subsequent Submittals 5 Working Days For expedited project review,the following schedule will apply. Expedited Plan Review Plan Pickup Expediting Fee 50%of Standard Plan Review As soon as possible. 150%of Standard Fee 7 DocuSign Envelope ID:9A69F423-FD72-45DF-82C1-2D77C3F43FB1 DescriptionServices Celebrating AC Work Flow Methodology years of ser„l'e Comprehensive Electronic Record Keeping All plan check information is saved on our network for access. Redlines,transmittals,emails,supporting documents, and tracking logs are all available to ERSC staff in a central location. IRSCCity of Lake Elsinore NK IflOP[ Plan Check Software & Bluebeam REVU ERSC utilizes Bluebeam Review to perform all plan check redlines.The software facilitates clarity, precision,and speed in redlining plan check projects. ERSC has been utilizing Bluebeam in various capacities since 2017, with the complete migration of our team to the software in 2020. We are aware of the City's efforts to implement Bluebeam Studio to transmit plans for corrections and documenting changes. ERSC will adapt to the City's preferred methods as implemented. Comment Memo As a part of the plan check process,ERSC summarizes all plan check comments in a memo O°'20312nT1Mi20312-1,2AND3-1114 QRAII.1-RC3 format. Most frequently, our comments are summarized by sheet or section number ate, and accompany the redlines with delivery. Some additional comments are occasionally A.0° included in the memos when requesting additional information or compliance with certain conditions of approval. The memo is compiled in word format to allow the oar K, engineer of record to reply to any ERSC comment. s`°^°$° so°. ;_ ® amrmzs Internal Tracking and Assignment ERSC assigns plan checks to internal staff utilizing our dedicated plan review software platform. Plans are assigned to an engineer with the applicable due dates, notes, and �° ■ �° o n DUE 4AB other information. Upon review completion,the engineer will assign to QA/QC,who will 0—DUE review and add additional comments as necessary.When QA/QC is complete,the QA/QC ° will assign to admin staff for package and electronic delivery.This system allows ERSC to monitor status on a per-client and per-project basis to allow for adherence to established schedules and quality expectations. °y Electronic Capabilities , ERSC provides successful electronic plan check delivery to most clients utilizing our internal Sharefile system. The current system facilitates delivery, receipt, and City 09� p.��;� access to files,developer restrictions to only their files, and notifications of uploads and 0.,,"„„„, deliveries. In addition,City staff have been provided credentials to access files as needed �i�_°=iana°��,n a=xaim�,.�nM�m=ssnm°oo,�nry.wv-m°asz for their reference. Task Order Accounting ERSC is familiar with the accounting for charges in plan check projects on a task order basis. We utilize Deltek Ajera (ERP),a Financial Management System that tracks time and expenses in real time. Using ERP, ERSC assigns each task an individual phase number in the system using City's tracking/file information and the project name.Every hour logged on a time card is instantly reflected in our system. This allows our project managers to control budgets as the project progresses. Upon invoicing,the City can reference each project's charges by its tracking/file information and the project name as well as an overall cost accounting for the billing period. Hours spent, billing rates, and overall charges by project and team member are all available for reference on each invoice and in the ERP system. 8 DocuSign Envelope ID:9A69F423 FD72-45DF-82C1-2D77C3F43FB1 Services Description Celebrating Ar ERSC Plan Check Process Years of Service Engineer � ofReeord •-----�-- City ------�-- EOR -----�-- City ---------�-- IG��V ---. Notifies City of New Request Project Pay Associated Plan Notify ERSC of New Project Create project folder in , Project for Plan Check Information and Check Fees. for Plan Check,provide FTP system,provide link submittal. Calculate/Collect Fees. project info and Engineer for plan submittal to Contact Email to ERSC. Engineer of Record. ; Continue as needed for subsequent reviews. FOR/City --•-�- IY�YV -----< --------< --------`.. Upload to link provided Download redlines, Upload redlines and Initiate review of Project. Retrieve plans,enter into` Upload Plans and by ERSC,notify ERSC make corrections, supporting info to FTP internal tracking and/or supporting information of resubmittal. resubmit to ERSC. Site,send download link accounting systems. to ERSC-provided link. to Engineer of Record/City. Final Design ERSC determines plans Submit to ERSC physical Draft Approval Letter, Submit Signed& Receive documents,process complete.ERSC requests mylar/original with Engineer Supervising Professional Stamped mylar/original for permit/internal approval. signed mylar/original from of Record signature. Sign&Stamp mylar/original. to City Offices. Engineer of Record/City. Or electronic mylar package; City to confirm preference. 9 DocuSign Envelope ID:9A69F423-FD72-45DF-82C1-2D77C3F43FB1 • • I Or < 1 j i s DocuSign Envelope ID:9A69F423-FD72-45DF-82C1-2D77C3F43FB1 Schedule ofFeesCelebrating The below provides information regarding ERSC's fees to perform Plan Checking Services in the City of Lake L� Elsinore. The below fees are intended to duplicate those in the RFP. ERSC currently works within the presented Ysorse i� fee structure in the City and will be able to seamlessly transition to a new contract without interruption.We have also included ERSC's Schedule of Hourly Billing Rates to be applied during assignments that may require work on a time and materials basis. I. Grading and Drainage Plans Cubic Yards Current City Grading Plan Check Fee ERSC Fee Expedited Fee 100 Cubic Yards or Less $200.00 85% 150%of Standard 101-1,000 Cubic Yards $220.00 for the first 100 cubic yards,plus$50.00 for each additional 100 85% 150%of Standard cubic yards or fraction thereof x 91% 1,001-10,000 Cubic Yards $670.00 for the first 1,000 cubic yards,plus$50.00 for each additional 85% 150%of Standard 1,000 cubic yards or fraction thereof x 91% 10,001—100,000 Cubic Yards $1,120.00 for the first 10,000 cubic yards,plus$190.00 for each additional 85% 150%of Standard 10,000 cubic yards or fraction thereof x 91% 100,001—400,000 Cubic Yards $2,830.00 for the first 100,000 cubic yards,plus$110.00 for each 85% 150%of Standard additional 100,000 cubic yards or fraction thereof x 91% Over 400,000 Cubic Yards $6,130.00 for the first 400,000 cubic yards,plus$110.00 for each 85% 150%of Standard additional 100,000 cubic yards or fraction thereof x 91% REVISIONS to approved plans $450.00 per sheet 85% 150%of Standard II. Road, Street, and Utility Improvement Plans Subdivision 0-$50,000 4.5% 85% 150%of Standard $50,000-$300,000 4.0% 85% 150%of Standard $300,000-$700,000 3.5% 85% 150%of Standard $700,000-$1,000,000 3.0% 85% 150%of Standard $1,000,000 and greater 2.5% 85% 150%of Standard Revised or Redesigned Public Works Improvement Plans $450 per sheet 85% 150%of Standard Streetlights as separate plan check,Traffic Signing&Striping, $450 per sheet 85% 150%of Standard Traffic Control, Haul Route Plans(as part of improvement plan set) Traffic Control as part of encroachment permit application(11x17) Per hour rate for review Per attached rate sheet. 150%of Standard Non Subdivision-Single Family Residential Current City Plan Check Fees ERSC Fee Expedited Fee Public Works Improvement Plans-Based On Engineer's Estimate 7.5% 85% 150%of Standard III. Other Plan Checks Other Final Tract Map $1,700+$55 per lot 85% 150%of Standard Parcel Map $1,600+$45 per lot 85% 150%of Standard Redesigned Tract/Parcel Maps in Process $450 per sheet 85% 150%of Standard Revised Approved Tract/Parcel Maps $450 per sheet 85% 150%of Standard Lot Line Adjustments-Two Lots Only $400 85% 150%of Standard Lot Line Adjustment-More than two lots $500+$55 per lot 85% 150%of Standard Dedication:Easement,Right of Way $440 85% 150%of Standard Certificate of Compliance $450 85% 150%of Standard Parcel Merger $400+$25 per lot 85% 150%of Standard Street Abandonment/Vacation $1,100 85% 150%of Standard Certificate of Correction $450 85% 150%of Standard Water Quality Management Plan(WQMP)Review-PRELIMINARY $1,750 85% 150%of Standard Water Quality Management Plan(WQMP)Review-FINAL $1,750 85% 150%of Standard Hydraulic and Hydrology Report $1,200 85% 150%of Standard Soils/GeotechnicalReport $1,200 85% 150%of Standard 39 DocuSign Envelope ID:9A69F423-FD72-45DF-82C1-2D77C3F43FB1 90 EngineeringResourcesof Southern California, • of RatesCelebrating _Ar Professional Staff NOTE: All rates hereon are subject to L� automatic increase upon July 1st of each Yea fse i� President...........................................................................$285.00 year. Rates will be adjusted by the percent - Vice President....................................................................$245.00 increase in California Consumer Price Index- Sr. Principal Engineer.........................................................$240.00 All Urban Consumers for the twelve-month period Principal Engineer.......... ..............................................$2 .00 ending February as calculated by the California Department of Assistant Principal Engineer eer..............................................$20000.00 Industrial Relations (CADIR) California Consumer Price Index Engineer V.........................................................................$1 .00 Calculator. Prevailing Wage Rates are dictated by the CADIR. Engineer IV........................................................................$165.00 All classifications which are subject to Prevailing Wages will be Engineer III ........................................................................$1 .00 Engineer II .........................................................................$1353550 adjusted when revised determinations are published by the.00 CADIR. Engineer I ..........................................................................$120.00 Unless otherwise established by contractual agreement, Engineering Staff payment is due and payable upon receipt. Payment is considered Principal Engineering Associate.........................................$195.00 delinquent if not paid within 30 days of invoice date. If payment is Senior Engineering Associate............................................$175.00 not completed within agreed terms,Client agrees to pay a service Engineering Associate V....................................................$155.00 charge on the amount past due at the rate of 1.5% per month Engineering Associate IV...................................................$135.00 (18%per annum). Engineering Associate III....................................................$125.00 Engineering Associate II.....................................................$110.00 Engineering Associate I......................................................$105.00 Engineering Aide II ..............................................................$60.00 Engineering Aide I ...............................................................$55.00 Survey Staff and Services Principal Surveyor..............................................................$200.00 Senior Surveyor.................................................................$165.00 Surveyor III ........................................................................$130.00 Surveyor II .........................................................................$115.00 SurveyorI ..........................................................................$100.00 2-Man Survey Crew(Std Equipment/Truck)......................$300.00 1-Man Survey Crew(Std Equipment/Truck)......................$235.00 3rd Man on Survey Crew...................................................$130.00 Construction Support Staff Construction Manager.......................................................$200.00 Chief Construction Inspector.............................................$155.00 Sr.Construction Inspector.................................................$145.00 Construction Inspector......................................................$135.00 Inspector Overtime(Hours 8-12/Saturdays).....................$185.00 Inspector Overtime(Hours 12+/Sundays).........................$220.00 Administrative Staff Operations Manager.........................................................$110.00 Operations Specialist...........................................................$95.00 Administrative Assistant II...................................................$85.00 Administrative Assistant I....................................................$75.00 Other Direct Expenses Vehicle Mileage................................................ $0.70/Mile Subconsultant................................................... Cost+20% Reimbursable Expenses/Charges.....................Cost+15% Forensic Analysis.................................Standard Rate X 2 Expert Witness....................................Standard Rate X 3 January 1, 2023 40 DocuSign Envelope ID:9A69F423-FD72-45DF-82C1-2D77C3F43FB1 (�7r �� FEE SCHEDULE Executive/Management Classifications Hourly Rate Principal-In-Charge $270 Senior Principal Manager $250 Principal Manager $230 Senior Project Manager $210 Project Manager $190 Professional Engineering Classifications Principal Engineer $220 Senior Project Engineer $200 Project Engineer $180 Associate Engineer $150 Assistant Engineer $120 Professional Planning Classifications Principal Planner $190 Senior Project Planner $170 Project Planner $150 Associate Planner $130 Assistant Planner $110 Technical/Specialized Classifications Senior Technical Specialist $200 Construction Manager $190 Project Technical Specialist $180 Construction Engineer/Inspector $170 Other Classifications Intern $90 Expert Witness $350 STC Traffic is a local business and there are no direct costs for mileage. Outsourced reimbursable expenses such as printing and reproduction,deliveries and overnight shipping, computerized plotting, materials,etc.,will be charged to the client at the consultant's cost without mark- up. 41 DocuSign Envelope ID:9A69F423-FD72-45DF-82C1-2D77C3F43FB1 • • I or < 1 .0!5. o� 4J t - to�2o h R U O/ h 1 ?'0 I a Pj t Celebrating A Years of Service r DocuSign Envelope ID:9A69F423-FD72-45DF-82C1-2D77C3F43FB1 78/29/2022 E(MM/DDYYY) A�" CERTIFICATE OF LIABILITY INSURANCE /Y 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). PRODUCER CONTACT NAME: Certificate Department Cavignac PHONE FAX 451 A Street, Suite 1800 A/C No Ext: 619-744-0574 A/C No):619-234-8601 San Diego CA 92101 ADDRESS: certificates@cavignac.com INSURER(S)AFFORDING COVERAGE NAIC# INSURER A:Travelers Property Casualty Company of America 25674 INSURED ENGIRES-01 INSURER B: Berkley Insurance Company 32603 Engineering Resources Of Southern California, Inc.1861 W. Redlands Blvd, Bldg 7B INsuRERc: Property&Casualty Ins.Co.of Hartford 34690 Redlands, CA 92373 INSURER D: INSURER E INSURER F COVERAGES CERTIFICATE NUMBER:1965537680 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR TYPE OF INSURANCE ADDL SUBR POLICY EFF POLICY EXP LIMITS LTR INSD WVD POLICY NUMBER MM/DD/YYYY MM/DD/YYYY A X COMMERCIAL GENERAL LIABILITY Y Y 6802H222963 9/1/2022 9/1/2023 EACH OCCURRENCE $1,000,000 TED CLAIMS-MADE � OCCUR PREMISES(Ea o DAMAGE TO ccurrence) $1,000,000 MED EXP(Any one person) $10,000 PERSONAL&ADV INJURY $1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $2,000,000 POLICY❑ PRO- JECT ❑ LOC PRODUCTS-COMP/OP AGG $2,000,000 OTHER: Deductible $0 A AUTOMOBILE LIABILITY Y Y BA2SO3978A 9/1/2022 9/1/2023 COMBINED SINGLE LIMIT $1,000,000 Ea accident X 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 L $ UMBRELLA LIAB OCCUR EACH OCCURRENCE $ EXCESS LIAB CLAIMS-MADE AGGREGATE $ DED RETENTION$ $ C WORKERS COMPENSATION Y 72WEGGG6371 9/1/2022 9/1/2023 X PER OTH- AND EMPLOYERS'LIABILITY Y/N STATUTE ER ANYPROPRIETOR/PARTNER/EXECUTIVE ❑ E.L.EACH ACCIDENT $1,000,000 OFFICER/MEMBER EXCLUDED? N/A (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $1,000,000 If yes,describe under DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $1,000,000 B Professional Liability AEC905799203 9/1/2022 9/1/2023 Ea Claim&Aggreg $2,000,000 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached if more space is required) Re:Engineering Plan Check Services.Additional Insured coverage applies to General Liability and Automobile Liability for the certificate holder,its elected or appointed officers,officials,employees,agents and volunteers per policy form.Primary coverage applies to General Liability and Automobile Liability per policy form.Waiver of subrogation applies to General Liability,Automobile Liability,and Workers Compensation per policy form.Professional Liability-Claims made form,defense costs included within limit. If the insurance company elects to cancel or non-renew coverage for any reason other than nonpayment of premium Cavignac&Associates will provide 30 days notice of such cancellation or nonrenewal. CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. City of Lake Elsinore 130 South Main Street AUTHORIZED REPRESENTATIVE Lake Elsinore CA 92530 ©1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD DocuSign Envelope ID:9A69F423-FD72-45DF-82C1-2D77C3F43FB1 Policy#BA2S03978A COMMERCIAL AUTO THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. BUSINESS AUTO EXTENSION ENDORSEMENT This endorsement modifies insurance provided under the following: BUSINESS AUTO COVERAGE FORM GENERAL DESCRIPTION OF COVERAGE—This endorsement broadens coverage. However, coverage for any injury, damage or medical expenses described in any of the provisions of this endorsement may be excluded or limited by another endorsement to the Coverage Part, and these coverage broadening provisions do not apply to the extent that coverage is excluded or limited by such an endorsement. The following listing is a general cover- age description only. Limitations and exclusions may apply to these coverages. Read all the provisions of this en- dorsement and the rest of your policy carefully to determine rights, duties, and what is and is not covered. A. BROAD FORM NAMED INSURED H. HIRED AUTO PHYSICAL DAMAGE — LOSS OF B. BLANKET ADDITIONAL INSURED USE—INCREASED LIMIT C. EMPLOYEE HIRED AUTO I. PHYSICAL DAMAGE — TRANSPORTATION EXPENSES—INCREASED LIMIT D. EMPLOYEES AS INSURED J. PERSONAL PROPERTY E. SUPPLEMENTARY PAYMENTS — INCREASED K. AIRBAGS LIMITS L. NOTICE AND KNOWLEDGE OF ACCIDENT OR F. HIRED AUTO — LIMITED WORLDWIDE COV- LOSS ERAGE—INDEMNITY BASIS M. BLANKET WAIVER OF SUBROGATION G. WAIVER OF DEDUCTIBLE—GLASS N. UNINTENTIONAL ERRORS OR OMISSIONS PROVISIONS A. BROAD FORM NAMED INSURED this insurance applies and only to the extent that The following is added to Paragraph A.1., Who Is person or organization qualifies as an "insured" An Insured, of SECTION II —COVERED AUTOS under the Who Is An Insured provision contained LIABILITY COVERAGE: in Section II. Any organization you newly acquire or form dur- C. EMPLOYEE HIRED AUTO ing the policy period over which you maintain 1. The following is added to Paragraph A.1., 50% or more ownership interest and that is not Who Is An Insured, of SECTION II — COV- separately insured for Business Auto Coverage. ERED AUTOS LIABILITY COVERAGE: Coverage under this provision is afforded only un- An "employee" of yours is an "insured" while til the 180th day after you acquire or form the or- operating an "auto" hired or rented under a ganization or the end of the policy period, which- contract or agreement in an "employee's" ever is earlier. name, with your permission, while performing duties related to the conduct of your busi- B. BLANKET ADDITIONAL INSURED ness. The following is added to Paragraph c. in A.1., 2. The following replaces Paragraph b. in B.5., Who Is An Insured, of SECTION II — COVERED Other Insurance, of SECTION IV — BUSI- AUTOS LIABILITY COVERAGE: NESS AUTO CONDITIONS: Any person or organization who is required under b. For Hired Auto Physical Damage Cover- a written contract or agreement between you and age, the following are deemed to be cov- that person or organization, that is signed and ered "autos"you own: executed by you before the "bodily injury" or (1) Any covered "auto" you lease, hire, "property damage" occurs and that is in effect rent or borrow; and during the policy period, to be named as an addi- (2) Any covered "auto" hired or rented by tional insured is an "insured" for Covered Autos your "employee" under a contract in Liability Coverage, but only for damages to which an "employee's" name, with your CA T3 53 02 15 ©2015 The Travelers Indemnity Company.All rights reserved. Page 1 of 4 Includes copyrighted material of Insurance Services Office, Inc.with its permission. DocuSign Envelope ID:9A69F423-FD72-45DF-82C1-2D77C3F43FB1 Policy#BA2S03978A COMMERCIAL AUTO permission, while performing duties (a) With respect to any claim made or "suit" related to the conduct of your busi- brought outside the United States of ness. America, the territories and possessions However, any"auto" that is leased, hired, of the United States of America, Puerto rented or borrowed with a driver is not a Rico and Canada: covered "auto". (i) You must arrange to defend the "in- D. EMPLOYEES AS INSURED sured" against, and investigate or set- The following is added to Paragraph A.1., Who Is tle any such claim or "suit" and keep An Insured, of SECTION II —COVERED AUTOS us advised of all proceedings and ac- tions. LIABILITY COVERAGE: (ii) Neither you nor any other involved Any "employee" of yours is an "insured"while us- "insured" will make any settlement ing a covered "auto"you don't own, hire or borrow without our consent. in your business or your personal affairs. E. SUPPLEMENTARY PAYMENTS — INCREASED (III) in may, at our discretion, participate LIMITS in defending the "insured" against, or in the settlement of, any claim or 1. The following replaces Paragraph A.2.a.(2), "suit". of SECTION II — COVERED AUTOS LIABIL- (iv)We will reimburse the "insured" for ITY COVERAGE: sums that the "insured" legally must (2) Up to $3,000 for cost of bail bonds (in- pay as damages because of "bodily cluding bonds for related traffic law viola- injury" or"property damage" to which tions) required because of an "accident" this insurance applies, that the "in- we cover. We do not have to furnish sured" pays with our consent, but these bonds. only up to the limit described in Para- 2. The following replaces Paragraph A.2.a.(4), graph C., Limits Of Insurance, of of SECTION II — COVERED AUTOS LIABIL- SECTION II — COVERED AUTOS ITY COVERAGE: LIABILITY COVERAGE. (4) All reasonable expenses incurred by the (v) We will reimburse the "insured" for "insured" at our request, including actual the reasonable expenses incurred loss of earnings up to $500 a day be- with our consent for your investiga- cause of time off from work. tion of such claims and your defense of the "insured" against any such F. HIRED AUTO — LIMITED WORLDWIDE COV- "suit", but only up to and included ERAGE—INDEMNITY BASIS within the limit described in Para- The following replaces Subparagraph (5) in Para- graph C., Limits Of Insurance, of graph B.7., Policy Period, Coverage Territory, SECTION II — COVERED AUTOS of SECTION IV — BUSINESS AUTO CONDI- LIABILITY COVERAGE, and not in TIONS: addition to such limit. Our duty to (5) Anywhere in the world, except any country or make such payments ends when we jurisdiction while any trade sanction, em- have used up the applicable limit of bargo, or similar regulation imposed by the insurance in payments for damages, United States of America applies to and pro- settlements or defense expenses. hibits the transaction of business with or (b) This insurance is excess over any valid within such country or jurisdiction, for Cov- and collectible other insurance available ered Autos Liability Coverage for any covered to the "insured" whether primary, excess, "auto" that you lease, hire, rent or borrow contingent or on any other basis. without a driver for a period of 30 days or less (c) This insurance is not a substitute for re- and that is not an "auto" you lease, hire, rent quired or compulsory insurance in any or borrow from any of your "employees", country outside the United States, its ter- partners (if you are a partnership), members ritories and possessions, Puerto Rico and (if you are a limited liability company) or Canada. members of their households. Page 2 of 4 ©2015 The Travelers Indemnity Company.All rights reserved. CA T3 53 02 15 Includes copyrighted material of Insurance Services Office, Inc.with its permission. DocuSign Envelope ID:9A69F423-FD72-45DF-82C1-2D77C3F43FB1 Policy#BA2S03978A COMMERCIAL AUTO You agree to maintain all required or (2) In or on your covered "auto". compulsory insurance in any such coun- This coverage applies only in the event of a total try up to the minimum limits required by theft of your covered "auto". local law. Your failure to comply with No deductibles apply to this Personal Property compulsory insurance requirements will not invalidate the coverage afforded by coverage. this policy, but we will only be liable to the K. AIRBAGS same extent we would have been liable The following is added to Paragraph B.3., Exclu- had you complied with the compulsory in- sions, of SECTION III — PHYSICAL DAMAGE surance requirements. COVERAGE: (d) It is understood that we are not an admit- Exclusion 3.a. does not apply to "loss" to one or ted or authorized insurer outside the more airbags in a covered "auto" you own that in- United States of America, its territories flate due to a cause other than a cause of "loss" and possessions, Puerto Rico and Can- set forth in Paragraphs A.1.b. and A.1.c., but ada. We assume no responsibility for the only: furnishing of certificates of insurance, or a. If that "auto" is a covered "auto" for Compre- for compliance in any way with the laws hensive Coverage under this policy; of other countries relating to insurance. b. The airbags are not covered under any war- G. WAIVER OF DEDUCTIBLE—GLASS ranty; and The following is added to Paragraph D., Deducti- c. The airbags were not intentionally inflated. ble, of SECTION III — PHYSICAL DAMAGE We will pay up to a maximum of $1,000 for any COVERAGE: one"loss". No deductible for a covered "auto" will apply to L. NOTICE AND KNOWLEDGE OF ACCIDENT OR glass damage if the glass is repaired rather than LOSS replaced. The following is added to Paragraph A.2.a., of H. HIRED AUTO PHYSICAL DAMAGE — LOSS OF SECTION IV—BUSINESS AUTO CONDITIONS: USE— INCREASED LIMIT Your duty to give us or our authorized representa- The following replaces the last sentence of Para- tive prompt notice of the "accident" or "loss" ap- graph AA.b., Loss Of Use Expenses, of SEC- plies only when the "accident" or "loss" is known TION III—PHYSICAL DAMAGE COVERAGE: to: However, the most we will pay for any expenses (a) You (if you are an individual); for loss of use is $65 per day, to a maximum of (b) A partner(if you are a partnership); $750 for any one"accident". (c) A member (if you are a limited liability com- I. PHYSICAL DAMAGE — TRANSPORTATION pany); EXPENSES—INCREASED LIMIT (d) An executive officer, director or insurance The following replaces the first sentence in Para- manager (if you are a corporation or other or- graph A.4.a., Transportation Expenses, of ganization); or SECTION III — PHYSICAL DAMAGE COVER- (e) Any "employee" authorized by you to give no- AGE: tice of the"accident"or"loss". We will pay up to $50 per day to a maximum of M. BLANKET WAIVER OF SUBROGATION $1,500 for temporary transportation expense in- The following replaces Paragraph A.5., Transfer curred by you because of the total theft of a cov- Of Rights Of Recovery Against Others To Us, ered "auto"of the private passenger type. of SECTION IV — BUSINESS AUTO CONDI- J. PERSONAL PROPERTY TIONS: The following is added to Paragraph AA., Cover- 5. Transfer Of Rights Of Recovery Against age Extensions, of SECTION III — PHYSICAL Others To Us DAMAGE COVERAGE: We waive any right of recovery we may have Personal Property against any person or organization to the ex- tent required of you by a written contract We will pay up to $400 for "loss" to wearing ap- signed and executed prior to any "accident" parel and other personal property which is: or"loss", provided that the"accident" or"loss" (1) Owned by an "insured"; and arises out of operations contemplated by CA T3 53 02 15 ©2015 The Travelers Indemnity Company.All rights reserved. Page 3 of 4 Includes copyrighted material of Insurance Services Office, Inc.with its permission. DocuSign Envelope ID:9A69F423-FD72-45DF-82C1-2D77C3F43FB1 Policy#BA2S03978A COMMERCIAL AUTO such contract. The waiver applies only to the The unintentional omission of, or unintentional person or organization designated in such error in, any information given by you shall not contract. prejudice your rights under this insurance. How- N. UNINTENTIONAL ERRORS OR OMISSIONS ever this provision does not affect our right to col- The following is added to Paragraph B.2., Con- lect additional premium or exercise our right of cealment, Misrepresentation, Or Fraud, of cancellation or non-renewal. SECTION IV—BUSINESS AUTO CONDITIONS: Page 4 of 4 ©2015 The Travelers Indemnity Company.All rights reserved. CA T3 53 02 15 Includes copyrighted material of Insurance Services Office, Inc.with its permission. DocuSign Envelope ID:9A69F423-FD72-45DF-82C1-2D77C3F43FB1 POLICY NUMBER:680-2H222963 COMMERCIAL GENERAL LIABILITY THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - OWNERS, LESSEES OR CONTRACTORS - SCHEDULED PERSON OR ORGANIZATION This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART SCHEDULE Names of Additional Insured Person(s) or Organization(s): Any person or organization that you agree in a written contract to include as an additional insured on this Coverage Part, provided that such written contract was signed by you before,and is in effect when, the "bodily injury" or"property damage" occurs or the "personal injury"or"advertising injury"offense is committed. Location of Covered Operations: Any project to which a written contract with the Additional Insured Person(s)or Organization(s) in the Schedule applies. (Information required to complete this Schedule, if not shown above, will be shown in the Declarations.) A. Section II — Who Is An Insured is amended to in- This insurance does not apply to "bodily injury" or clude as an additional insured the person(s) or "property damage" occurring, or "personal injury" organization(s) shown in the Schedule, but only or "advertising injury" arising out of an offense with respect to liability for "bodily injury", "property committed, after: damage", "personal injury" or "advertising injury" 1. All work, including materials, parts or equip- caused, in whole or in part, by: ment furnished in connection with such work, 1. Your acts or omissions; or on the project (other than service, mainte- 2. The acts or omissions of those acting on your nance or repairs) to be performed by or on behalf; behalf of the additional insured(s) at the loca- tion of the covered operations has been com- in the performance of your ongoing operations for pleted; or the additional insured(s) at the location(s) desig- nated above. 2. That portion of "your work" out of which the injury or damage arises has been put to its in- B. With respect to the insurance afforded to these tended use by any person or organization additional insureds, the following additional exclu- other than another contractor or subcontrac- sions apply: for engaged in performing operations for a principal as a part of the same project. CG D3 61 03 05 Copyright 2005 The St. Paul Travelers Companies, Inc.All rights reserved. CG T8 01 09 2)ncludes copyrighted material of Insurance Services Office, Inc. with its permission. DATE OF ISSUE: 07/18/2022 Page 1 of 1 DocuSign Envelope ID:9A69F423-FD72-45DF-82C1-2D77C3F43FB1 POLICY NUMBER:680-2H222963 COMMERCIAL GENERAL LIABILITY THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - OWNERS, LESSEES OR CONTRACTORS - COMPLETED OPERATIONS This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART SCHEDULE Name Of Additional Insured Person(s) Or Organization(s): Any person or organization that you agree in a written contract to include as an additional insured on this Coverage Part for"bodily injury"or"property damage" included in the products-completed operations hazard, provided that such contract was signed by you before, and is in effect when, the "bodily injury or"property damage" occurs. Location And Description Of Completed Operations Any project to which a written contract with the Additional Insured Person(s)or Organization(s) in the Schedule applies. Information required to complete this Schedule, if not shown above, will be shown in the Declarations. Section II — Who Is An Insured is amended to in- location designated and described in the schedule of clude as an additional insured the person(s) or or- this endorsement performed for that additional in- ganization(s) shown in the Schedule, but only with sured and included in the "products-completed opera- respect to liability for "bodily injury" or "property dam- tions hazard". age" caused, in whole or in part, by "your work" at the CG 20 37 07 04 CG T8 02 09 22 © ISO Properties, Inc., 2004 DATE OF ISSUE: 07/18/2022 Page 1 of 1 DocuSign Envelope ID:9A69F423-FD72-45DF-82C1-2D77C3F43FB1 Policy Number: 6802H222963 COMMERCIAL GENERAL LIABILITY c. Method Of Sharing a. The statements in the Declarations are If all of the other insurance permits contribution accurate and complete; by equal shares, we will follow this method also. b. Those statements are based upon Under this approach each insurer contributes representations you made to us; and equal amounts until it has paid its applicable c. We have issued this policy in reliance upon limit of insurance or none of the loss remains, your representations. whichever comes first. The unintentional omission of, or unintentional error If any of the other insurance does not permit in, any information provided by you which we relied contribution by equal shares, we will contribute upon in issuing this policy will not prejudice your by limits. Under this method, each insurer's rights under this insurance. However, this provision share is based on the ratio of its applicable limit does not affect our right to collect additional of insurance to the total applicable limits of premium or to exercise our rights of cancellation or insurance of all insurers. nonrenewal in accordance with applicable insurance d. Primary And Non-Contributory Insurance If laws or regulations. Required By Written Contract 7. Separation Of Insureds If you specifically agree in a written contract or Except with respect to the Limits of Insurance, and agreement that the insurance afforded to an any rights or duties specifically assigned in this insured under this Coverage Part must apply on Coverage Part to the first Named Insured, this a primary basis, or a primary and non- insurance applies: contributory basis, this insurance is primary to a. As if each Named Insured were the only other insurance that is available to such insured Named Insured; and which covers such insured as a named insured, and we will not share with that other insurance, b. Separately to each insured against whom claim is made or"suit" is brought. provided that: (1) The "bodily injury" or "property damage" for 8. Transfer Of Rights Of Recovery Against Others which coverage is sought occurs; and To Us (2) The "personal and advertising injury" for If the insured has rights to recover all or part of any which coverage is sought is caused by an payment we have made under this Coverage Part, offense that is committed; those rights are transferred to us. The insured must do nothing after loss to impair them. At our request, subsequent to the signing of that contract or the insured will bring "suit" or transfer those rights agreement by you. to us and help us enforce them. S. Premium Audit 9. When We Do Not Renew a. We will compute all premiums for this Coverage If we decide not to renew this Coverage Part, we will Part in accordance with our rules and rates. mail or deliver to the first Named Insured shown in b. Premium shown in this Coverage Part as the Declarations written notice of the nonrenewal advance premium is a deposit premium only. At not less than 30 days before the expiration date. the close of each audit period we will compute If notice is mailed, proof of mailing will be sufficient the earned premium for that period and send proof of notice. notice to the first Named Insured. The due date SECTION V—DEFINITIONS for audit and retrospective premiums is the date 1. "Advertisement" means a notice that is broadcast or shown as the due date on the bill. If the sum of published to the general public or specific market the advance and audit premiums paid for the segments about your goods, products or services policy period is greater than the earned for the purpose of attracting customers or premium, we will return the excess to the first supporters. For the purposes of this definition: Named Insured. c. The first Named Insured must keep records of a. Notices that are published include material the information we need for premium placed on the Internet or on similar electronic computation, and send us copies at such times means of communication; and as we may request. b. Regarding websites, only that part of a website that is about your goods, products or services 6. Representations for the purposes of attracting customers or By accepting this policy, you agree: supporters is considered an advertisement. Page 16 of 21 ©2017 The Travelers Indemnity Company.All rights reserved. CG T1 00 02 19 Includes copyrighted material of Insurance Services Office, Inc.with its permission. DocuSign Envelope ID:9A69F423-FD72-45DF-82C1-2D77C3F43FB1 roucy Number: 6802H222963 COMMERCIAL GENERAL LIABILITY occupational therapist or occupational that is available to any of your "employees" therapy assistant, physical therapist or for "bodily injury" that arises out of providing speech-language pathologist; or or failing to provide "incidental medical (b) First aid or "Good Samaritan services" services" to any person to the extent not by any of your"employees" or "volunteer subject to Paragraph 2.a.(1) of Section II — workers", other than an employed or Who Is An Insured. volunteer doctor. Any such "employees" K. MEDICAL PAYMENTS— INCREASED LIMIT or "volunteer workers" providing or failing to provide first aid or "Good Samaritan The following replaces Paragraph 7. of services" during their work hours for you SECTION III —LIMITS OF INSURANCE: will be deemed to be acting within the 7. Subject to Paragraph S. above, the Medical scope of their employment by you or Expense Limit is the most we will pay under performing duties related to the conduct Coverage C for all medical expenses of your business. because of "bodily injury" sustained by any 3. The following replaces the last sentence of one person, and will be the higher of: Paragraph S. of SECTION III — LIMITS OF a. $10,000; or INSURANCE: For the purposes of determining the b. The amount shown in the Declarations of applicable Each Occurrence Limit, all related this Coverage Part for Medical Expense acts or omissions committed in providing or Limit. failing to provide "incidental medical L. AMENDMENT OF EXCESS INSURANCE services", first aid or "Good Samaritan CONDITION —PROFESSIONAL LIABILITY services" to any one person will be deemed to be one "occurrence". The following is added to Paragraph 4.b., 4. The following exclusion is added to Excess Insurance, of SECTION IV — COMMERCIAL GENERAL LIABILITY Paragraph 2., Exclusions, of SECTION I — CONDITIONS: COVERAGES — COVERAGE A — BODILY INJURY AND PROPERTY DAMAGE This insurance is excess over any of the other LIABILITY: insurance, whether primary, excess, contingent or on any other basis, that is Professional Sale Of Pharmaceuticals Liability or similar coverage, to the extent the "Bodily injury" or "property damage" arising loss is not subject to the professional services out of the violation of a penal statute or exclusion of Coverage A or Coverage B. ordinance relating to the sale of pharmaceuticals committed by, or with the M. BLANKET WAIVER OF SUBROGATION — knowledge or consent of the insured. WHEN REQUIRED BY WRITTEN CONTRACT 5. The following is added to the DEFINITIONS OR AGREEMENT Section: The following is added to Paragraph 8., Transfer Of Rights Of Recovery Against Others To Us, "Incidental medical services" means: of SECTION IV — COMMERCIAL GENERAL a. Medical, surgical, dental, laboratory, x- LIABILITY CONDITIONS: ray or nursing service or treatment, If the insured has agreed in a written contract or advice or instruction, or the related agreement to waive that insured's right of furnishing of food or beverages; or recovery against any person or organization, we b. The furnishing or dispensing of drugs or waive our right of recovery against such person medical, dental, or surgical supplies or or organization, but only for payments we make appliances. because of: 6. The following is added to Paragraph 4.b., a. "Bodily injury" or "property damage" that Excess Insurance, of SECTION IV — occurs; or COMMERCIAL GENERAL LIABILITY CONDITIONS: b. "Personal and advertising injury" caused by This insurance is excess over any valid and an offense that is committed; collectible other insurance, whether primary, subsequent to the signing of that contract or excess, contingent or on any other basis, agreement. CG D3 79 02 19 ©2017 The Travelers Indemnity Company.All rights reserved. Page 5 of 6 Includes copyrighted material of Insurance Services Office, Inc.with its permission. DocuSign Envelope ID:9A69F423-FD72-45DF-82C1-2D77C3F43FB1 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT - CALIFORNIA Policy Number: 72 WEG GG6371 Endorsement Number: Effective Date: 09/01/22 Effective hour is the same as stated on the Information Page of the policy. Named Insured and Address: ENGINEERING RESOURCES OF SOUTHERN CALIFORNIA INC 1861 W REDLANDS BLVD BLDG 7B REDLANDS CA 92373 We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) You must maintain payroll records accurately segregating the remuneration of your employees while engaged in the work described in the Schedule. The additional premium for this endorsement shall be 2 % of the California workers' compensation premium otherwise due on such remuneration. SCHEDULE Person or Organization Job Description Any person or organization for whom you are required by written contract or agreement to obtain this waiver of rights from us Countersigned by Authorized Representative Form WC 04 03 06 (1) Printed in U.S.A. Process Date: 07/23/22 Policy Expiration Date: 09/01/23 DocuSign Envelope ID:9A69F423-FD72-45DF-82C1-2D77C3F43FB1 BUSINESS LICENSE CITY OF LAKE ELSINORE This business license is issued for revenue purposes only and does not grant authorization Administrative Services-Licensing to operate a business. This business license is issued without verification that the holder is 130 South Main Street, Lake Elsinore, CA 92530 subject to or exempted from licensing by the state, county, federal government, or any PH (951)674-3124 other governmental agency. Business Name: ENGINEERING RESOURCES OF SOUTHERN CALIFORNIA,IN, BUSINESS LICENSE NO. 022943 Business Location: 1861 W REDLANDS BLVD BLDG B Business Type: PROFESSIONAL/ENGINEERS REDLANDS,CA 92373-3119 Owner Name(s): JOHN M BRUDIN Description: CIVIL ENGINEER Issue Date: 7/1/2023 Expiration Date: 6/30/2024 ENGINEERING RESOURCES OF SOUTHERN CALIFC 1861 W REDLANDS BLVD BLDG B REDLANDS,CA 92373-3119 Starting January 1, 2021, Assembly Bill 1607 requires the prevention of gender-based discrimination of business establishments. A full notice is available in English or other languages by going to:https://www.dca.ca.gov/publications/ TO BE POSTED IN A CONSPICUOUS PLACE THIS IS YOUR LICENSE • NOT TRANSFERABLE